Greeneway Improvement District
12051 Corporate Boulevard Orlando, FL 32817; 407-723-5900 www.greenewayid.org

The following is the proposed agenda for the upcoming Meeting of the Board of Supervisors for the Greenaway Improvement District ("District''), scheduled to be held at 3:00 p.m. on Tuesday, September 17, 2019 at 6900 Tavistock Lakes Blvd., Suite 200, Orlando, FL 32827. A quorum will be confirmed prior to the start of the meeting.

For those unable to attend in person, you may participate by telephone: Phone: 1-866-398-2885	Participant Code: 275521
BOARD OF SUPERVISORS' MEETING AGENDA

Organizational Matters
Roll Call to Confirm a Quorum
Public Comment Period
Consideration of the Minutes of the August 20, 2019 Board of Supervisors' Meeting
Consideration of Resolution 2019-09, Approving an Annual Meeting Schedule for Fiscal Year 2020
Business Matters
Ratification of Requisition Nos. 2018-24 & 25 Approved in August 2019 in an amount totaling
$159,085.87
Ratification of Operation and Maintenance Expenditures Paid in August 2019 in an amount totaling $80,954.80
Recommendation of Work Authorizations/Proposed Services (if applicable)
Review of District's Financial Position and Budget to Actual YTD Other Business
Staff Reports
District Counsel
District Manager
District Engineer
Construction Supervisor

Audience Comments, Supervisor Requests Adiournment

ofm

GREENEWAY IMPROVEMENT DISTRICT

Minutes of the August 20, 2019 Board of Supervisors' Meeting

GREENEWAY IMPROVEMENT DISTRICT BOARD OF SUPERVISORS' MEETING MINUTES

FIRST ORDER OF BUSINESS
The Board of Supervisors' Meeting for the Greenaway Improvement District was called to order on Tuesday, August 20, 2019 at 5:30 p.m. at Lake Nona Lakehouse, 13623 Sachs Avenue, Orlando, FL 32827. Members listed below constituted a quorum.

Richard Levey Chad Tinetti Alex Figuero Karen Duerr

Also attending:

Jennifer Walden Lynne Mullins Jeff Newton Larry Kaufmann Scott Thacker Tucker Mackie Carlos Diaz Susanne Diaz Sean Turner Terri Turner
Cristian Pagan-Rivera Cristian Figueroa

SECOND ORDER OF BUSINESS

Chair
Vice-Chair Assistant Secretary Assistant Secretary

PFM PFM
Donald W. McIntosh Associates Construction Supervisor Construction Committee Hopping Green & Sams Resident
Resident Resident Resident Resident Resident

Public Comment Period

Dr. Levey explained that there is a public comment period for any matters related to the agenda.

Mr. Diaz stated the bridge that had a car accident on it do you maintain it. Dr. Levey responded yes. Mr.
Kaufmann stated we are aware of it and in the processing of repairing it.

THIRD ORDER OF BUSINESS		Consideration of Minutes of the June 18, 2019 Board of Supervisors' Meeting

Board Members reviewed the minutes from the June 18, 2019 Board of Supervisors' Meeting.

On Motion by Mr. Tinetti, second by Mr. Figuera, with all in favor, the Board of Supervisors for the Greeneway Improvement District approved the minutes of the June 18, 2019 Board of Supervisors' Meeting.

1

FOURTH ORDER OF BUSINESS		Consideration	of Recommendation	of
Construction Committee for Professional	Structural Engineering Services

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FIFTH ORDER OF BUSINESS		Consideration Website/ADA

of		District Auditing

Services Proposals
ADA Site Compliance
Campus Suite
Community XS
V Global Tech

WMse. Wrecaeldiveendnofoteudr wpreophoasvealsfo, rAthDeABSoaitred'Csocmonpsliiadnecraet,ioCnaDmispturisctSWueiteb,siCteo/AmDmAuAniutydiXtinSg aSnedrvViceGsloPbroapl oTseaclhs., eparocphopsraolsp.o. sal requires to convert the website which is an additional cost. The Board reviewed the different

authorize staff to work with the Chair to execute an agreement.

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SIXTH ORDER OF BUSINESS

Public Hearing on the Adoption of the District's Annual Budget
Public Comments and Testimony
Board Comments
Consideration	of Resolution 2019-07, Adopting the Fiscal

2

Year 2020 Budget and Appropriating Funds

Ms. Walden noted for the record that the budget was sent to the City and County at least 60 days prior to today's public hearing and the public hearing has been advertised in the newspaper as required by Florida Statute and mailed notice was also sent out. Dr. Levey requested a motton to open the public hearing.

On Motion by Ms. Duerr, second by Mr. Tinetti, with all in favor, the Board of Supervisors for the Greeneway Improvement District opened the Public Hearing.

Ms. Walden noted the budget is an exhibit to Resolution 2019-07 behind Tab 4 and is the same budget you saw and approved preliminary back in May of $911,167.85.

Mr. Tinetti wanted to know why District Counsel fees increased by 27%. Ms. Mackie stated the hourly rate hasn't changed and if those costs aren't incurred you the District doesn't remit those funds to HGS.

Mr. Figuero wanted to know about the Interchange maintenance and the fluctuation in cost. Mr. Thacker stated that we had budgeted last year for a large project to replace some of that infrastructure. The scope of that changed and we didn't have to do as much as we planned.

Hearing no other comments Dr. Levey requested a motion to close the public hearing.

On Motion by Ms. Duerr, second by Mr. Tinetti, with all in favor, the Board of Supervisors for the Greeneway Improvement District closed the Public Hearing.

Dr. Levey requested a motion to approve Resolution 2019-07.

On Motion by Ms. Duerr, second by Mr. Figuera, with all in favor, the Board of Supervisors for the Greeneway Improvement District approved Resolution 2019-07, Adopting the Fiscal Year 2020 Budget and Appropriating Funds.

SEVENTH ORDER OF BUSINESS

Public Hearing on the Imposition of Special Assessments
Public Comments and Testimony
Board Comments
Consideration		of Resolution	2019-08,

Imposing Assessments Certifying

Special
and an

Assessment Roll
3

Ms. Walden noted this is to consider the imposition of special assessments upon the lands located within the District to fund the proposed budget for FY 2020, to certify an assessment roll and to provide for the levy, collection and enforcement of assessments. The public hearing was advertised in the newspaper as required by Florida Statue and mailed notices were sent out to Landowners as required per Statute.

On Motion by Ms. Duerr, second by Mr. Figuera, with all in favor, the Board of Supervisors for the Greenaway Improvement District opened the Public Hearing.

Dr. Levey called for public comments. Hearing none, he requested a motion to close the public hearing.

On Motion by Ms. Duerr, second by Mr. Tinetti, with all in favor, the Board of Supervisors for the Greenaway Improvement District closed the Public Hearing.

Dr. Levey requested a motion to approve Resolution 2019-08.

On Motion by Ms. Duerr, second by Mr. Tinetti, with all in favor, the Board of Supervisors for the Greeneway Improvement District approved Resolution 2019-08, Imposing Special Assessments and Certifying an Assessment Roll.

EIGHTH ORDER OF BUSINESS	Ratification	of	Requisition Nos. 658 & 2018-15 - 2018-17
Approved in June 2019 in an amount totaling $126,615.40

Board Members reviewed Requisition Nos. 658 & 2018-15 -2018-17 approved in June 2019 in an amount totaling $126,615.40. Ms. Walden noted that these have already been approved and paid and just need to be ratified by the Board.

On Motion by Mr. Tinetti, second by Mr. Figuera, with all in favor, the Board of Supervisors for the Greeneway Improvement District ratified Requisition Nos. 658 and 2018-15 - 2018-17 approved in June 2019 in an amount totaling $126,615.40.

NINTH ORDER OF BUSINESS	Ratification	of	Requisition Nos. 659 - 662 & 2018-18 - 23
Approved in July 2019 in an amount totaling $380,937.66

Board Members reviewed Requisition Nos. 659 -662 & 2018-18 -23 approved in July 2019 in an amount totaling $380,937.66. Ms. Walden noted that these have already been approved and paid and just need to be ratified by the Board.

4

in an amount totaling $380,937.66.

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TENTH ORDER OF BUSINESS	Ratification of Operation and Maintenance Expenditures Paid in June 2019 in the amount totaling $65,558.87

be ratified by the Board.

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in the amount totaling $65,558.87.

ELEVENTH ORDER OF BUSINESS	Ratification of Operation and Maintenance Expenditures Paid in July 2019 in the amount totaling $61,239.30

be ratified by the Board.

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the amount totaling $61,239.30.

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TWELFTH ORDER OF BUSINESS	Recommendation	of	Work Authorizations/Proposed Services

Mr. Kaufmann stated that there were no work authorizations for this District.

5

THIRTEENTH ORDER OF BUSINESS	Review of District's Financial Position and Budget to Actual
YTD

2019 by roughly $55,000.00. There was no action required

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FOURTEENTH ORDER OF BUSINESS	Staff Reports

District Counsel - District Manager - District Engineer -

No report.
Ms. Walden noted that the next meeting is Tuesday, September 17, 2019. (MMri.nNuteewstoEnxhcibirict uAla)t.edNethmeoCurosnPstarurkcwtioany CPhoanstreac6t  SwteaattuhserMceomntoinraunedsutmo
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SNepmteomurbsePr aor ewaaryly POhcatosbee7r. substantial completion is anticipated in late
Wdraitihnatghe iLssauke  tNhaotnais Kcaeullosgingg AinvternmueitteEnxtteflnosoidoinngthoefreCeinstearnlineonDgroiivneg.
DWM1.A hEaxspandalyaznedddtheepmeantttehreatnedmopfoferareryd dtwitcohalatelorngatitvhee snoolurtthionsisd:e  of
CdreanintearglienestrDurcivtuereasnwditchuint tnhoetcdhitecsh.aTnhdis/osrooluritfiiocnesis ilnikethlyetheeximstoinrge
eisxspueed(ietioroussioanl,temrnoawtiinveg wbiutht scoogugldy dbitechabnototonmgo, inegtc.)maanindtiesnmanocre Tprhoisnewtooufladilnuoret bdeueoutor rceocnosmtrmucetinodnadtieobnraissbtlhoeckDinisgtrtihcet Esntrguicnteuerer.s.

would be our recommendation as the District Engineer.

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$e2xe1c0u,0te00s.u0c0haCnhdaanguethoOrrizderDoinstbriecht aElnf goifnteheer,Daisftrirctf.urther review and negotiation with the Contractor,  to

Construction Supervisor -	No Report
6

FIFTEENTH ORDER OF BUSINESS	Supervisor	and	Audience Comments & Adiournment

into this further.

Mabrl.ePtaoggaent-Ra icvertraifiacaskteedofaobcocuutptahnecsyidifetwhealksidaenwdawlkhwo awsans't rceosmpopnlestieb.leMfro. rKtahuefmm,ahnen dsitdante'tdthhienkwyoouuldwloeorek There were no Supervisor requests. Dr. Levey requested a motion to adjourn.
BOonaMrdootiof Sn ubpyeMrvsis. oDruseforrr, tsheecGonrdeebnyaMwar.yFIimguperorov,ewmiethntaDll iisntrfiacvtowra, sthaedAjouugrunsetd2. 0, 2019 Meeting of the

Secretary/Assistant Secretary	ChairNice Chair

7

DONALD W. MCINTOSH
AssoclATEB, INc,

DATE:	August 20, 2019

MEMORANDUM	EXHIBIT A

TO: FROM: RE:

Greeneway Improvement District Board ofSupervisors

Donald W. McIntosh Associates, Inc. District Engineer

Construction Contract Status

Dear Board Members,

CML ENGll>EERS

l.ANo PLANNERS

SURVEYORS

2200 Park Ave. North

Winter Park, FL

32789-2355

Fax 407-644-8318

407-644-406B

http://wwwdwma.com

Please accept this correspondence as a current summary of our construction contract status. Listed below by project is a brief summary of recent contract activity. Copies of the latest Change Order logs are attached.

Nemours Parkway Phase 6 - Jr. Davis Construction, Inc. / BrightView
Construction Status: Weather continues to delay Contractor's commencement of work on the quad culvert erosion repair; however, the erosion continues to expand. If construction doesn't commence soon, it is Devo's opinion that interim stabilization measures should be implemented. Once commenced, the repair should be completed within 2-3 weeks.

Change Order (C.O.) Status: None at this time.
Recommended Motion: None at this time.

Nemours Parkway Phase 7 - Jr. Davis Construction, Inc.
Construction Status: Video inspection of the sanitary sewers has been completed and City review comments have been received and were transmitted to the contractor on 7/2/19. Video inspection of the storm sewers have been completed and City review comments have been received and were transmitted to the contractor on 7/9/19. Repairs of deficient segments of pipe have been completed per City's authorized method and we are currently awaiting City re­ video and review ofcompleted repairs and confirmation. Contractor has completed installation of curb and gutter, limerock base and the first lift of asphalt. Landscaping is 80% complete. Substantial completion is anticipated in late-September or early-October.

Change Order (C.O.) Status: None at this time.
Recommended Motion: None at this time.

F \Proj2003\232I 6\ENGadmin'.Clecl 304,doc,

Memorandum
Re:		Greeneway Improvement District Construction Contract Status
August20,2019 Page2

Lake Nona Kellogg Avenue Extension -DeWitt Excavation
Construction Status: There is an ongoing drainage issue that is causing intennittent flooding ofCenterline Drive. DWMA has analyzed the matter and offered two alternative solutions:

Expand and deepen the temporary ditch along the north side ofCenterline Drive and cut notches and/or orifices in the existing drainage structures within the ditch. The cost ofthis alternative has been quoted as $66,900.62 by the Contractor. This solution is likely the more expeditious alternative but could be an ongoing maintenance issue (erosion, mowing with a soggy ditcn bottom, etc.) and is more prone to failure due to construction debris blocking the structures. Additionally, the entire cost of this alternative is associated with an interim condition that will be removed upon the northerly extension of Centerline Drive in 12-18 months.
Install the underground drainage pipes and structures that will ultimately be required with the northerly extension ofCenterline Drive. The cost ofthis alternative has been initially quoted as $202,994.27 by the Contractor. While this solution is more costly and will likely take longer to implement, it is included in the District's CIP and the current expense will largely be offset by a corresponding cost reduction with the Centerline Drive extension that is planned for construction within the next 12-18 months. Additionally, this alternative is less susceptible to failure from construction debris and requires little or no ongoing maintenance.

Based on the fact that the second alternative implements improvements that are contained within the District's CIP and offers a permanent and highly reliable solution to the current drainage issue, it is the District Engineer's recommendation that the Board authorize the second alternative.

Change Order (C.0.) Status: Change Order No. 11 in the additive amount of $202,994.27 for permanent drainage improvements along the future northerly extension ofCenterline Drive.

Recommended Motion: Approve Change Order No. 11 in an additive amount not to exceed
$210,000.00 and authorize the District Engineer, after further review and negotiation with the Contractor, to execute such Change Order on behalf ofthe District.

Should there be any questions, please do not hesitate to call. Thank you.
End of memorandum.

c:		Larry Kaufmann Scott Thacker Troy Davidson Rene Schneider Lance Jackson Tarek Fahmy
___DONALD..W. MclNTOSH Associates, Inc.
22CJOlji){\f9(2,ll��PP,'W�Jfl!�xFLORIDA 32'7B9-2355 • (407) 644-406B • FAX (407! 644-831B

LAKE NONA SOUTH

--

Greeneway Improvement District Nemours Parkway Phase 6 Change Order Log
Jr. Davis

�

,	Da	o...a1p1on.:if Revision	AdMrnll

Amount

Haw  ConlnlclAnQn
OrfQNIColnctDlle
&'17/17
SZ.070.587,IO

Toltolld	ApprvvalO..	Moen

-

!	7/10/2018	8" Dnctlonal Bore	0	$	10.874 88	Approved	$	2.081,462.48	7/17/2018	7/17/2018	

1	
6/20/2018	C1r1ert Ral 1,-tallation	.	
0	$	
13,464.00	
Approved	s	
2,094,926.48	
7/17/2018	
7/17/2018	
�	
7/1612018	
OCPS sidawalk revision	30	s	
42,220.54	
Approved	s	
2,137,147.02	
7/17/2018	
7/17/2018	
i	512012019  Erosionrepair and expanded prolection• Iha	0	s	
77,713.83	
Approved	s	
2 214.860 85	
5/21/2019	
5/21/2019	

northand south ends ofthe quad 36" WY91s

F:\Forms\Cons1NctlonllogslCOO LOGS

CO Nemotn 6 Greenway (3)

8120(2019	Page 1

LAKE NONA SOUTH

-

Greeneway Improvement District Nemours Parkway Phase 7 Change Order Log
Jr. Davis

0.

ow:,i,,aon of Revision

Connet adjustment for revision to Include

Addlllonal
Dap

Amount

New     ConnctAmocn
Ortglnal Colnct DIie

$6,312,278.78

Tollowd	AppnlYalO...	�
,
-� 

1	2/8/2019

5/20/2019

scopeorWQftt ror addendums/plans issued after bid date.
Add sanitaryand reclaim MIVi0e lalerals lr1ended toseMtthe Nemours Chldrens's Hospital

$	161,445.97    Approved	$	6,473,722 75

$	12 879 00   Approved	$	6,486,601 75

2/19/2019	2/19/2019

5/21/2019	5121/2019

F:\Forms\Construc:tlonllogs\COO LOGS

CO Nemou-s 7 Gnle<May

8/20/2019 Page 1

0.,.

,	Date	DNcrlplloft GIRIMllon	AddlUNII
.   -	-

LAKE NONA SOUTH
Greenaway Improvement District Kellogg Avenue Extension Change Order Log

....

Dewitt Excavating

Amount

New          Connet Amourt Oitolnll Conlracl Dale
-	$1,797,324.58

To 8-'9	Applwl! Dllle	....
--
-

!	7/12/2018	Developer Portion - Stablize ConslnlClion	0	$230,500.00	Approved	$2,027,824 58	7/17/2018	7/17/2018	

i	
8/1/2018	Add days to conlract due toYMlllt1et	
8	
$000	
Approved	
$2,027,824.58	
8123/2018	
8/23/2018	

Access Roadand ImportFl

OUC Access Revision - elea'icand street
9/14/2018   ligltlng la)'0IA configl.ratlon · Kellogg A--.ie	0
Extension

	9/14/2018	liWCing la)'0IAc:onllgtnlion- Hartwell Ccu1	0	$65,127.18	Appro>;ed	$2,090,804.88	9118/2018	9/18/2018	

5	
10/15/2018	
Change d0ak Trees toh;er Rubrun	
0	
-$500.00	
Approved	
$2,090,304.88	
10/16/2018	
10/16/2018	

OUCAccess Revision • electric and Slreet Extension

-$2,146.88	Approved	$2,025,677.70

9118/2018	9/18/2018

Treaorly

6	10116/2018  Additiooofoompost to plant .. for canopy	0

1	2/412019	Creel• for dirt nol Imported	0

Core and oonnectlon forSM07 • Soc:cer Fleld;
1/7/2019	Watsr Service Connection for Soccer Field	0
and Water park

2.1612019	SIOp sign and lherm0palrt 	0

2/19/2019 ChangeofstrNISign	0

F:\Forms\Constructionllogs\COD LOGS

$1,691.88	Approved	$2,091,996.76

-$124,608.00	Approved	$1,967,388.76

$19,077.25	Appro>;ed	$1,986,"66.01

$1,956.00	Approved	$1 ,988,422.01

$750.00	Approved	$1,989,172.01

CO Kellogg Greenway

11/19/2018	11/19/2018

2/1912019	2/1912019

2/19/2019	2/19/2019

2/19/2019	2/19/2019

3/19/2019	3/19/2019

8/2012019	Page 1

PROJECT NAME: KeJloal Dltth Redesfan No Haul OAT£: 8/12/2019

14465 W, eoloi;ialDftve•Wl!\ter�•rd-,,Ji347'7 • (o)407..,.1799 •M407�&-0552

Supt. -lllzat(on, GC
constnH:llon LllyDUt (by Owner) C.rtffled As-built  Drawtnp (by Owner)

1.0 LS	$
LS	$
LS	$

1,500.0  lF	$

18,525.00 $
$
$

18,525.00

S,255.00

""�·

Pond Exeto Stockpile
Ffnal Gradlrw Pondo.wateSlonnspes

2.800,0 CY	$
6,160.0  SY	$
1.0  LS	$

3.06
0.'59
12,()38.82

,
8,�.00
l,S4AO

Sod Pond Slopes	4,620.0	SY	$	2.73	12.612.60	

Rubble Rip Rap	
22.0	
SY	
$	201.15	
4,,US.SO	

12,038.82

Modify

Control.Stn,cturm

Ea.	$

1,920.75

3,841.50

Dewatertn1 Includes 3 WNb ofpumptime.Anyaddlttoniil time will be dtarpd at$600.00 perweek Paymentand Perfonnanc:e Bond	Addi,,

�­

lliiiiliew i tt

-

E x. cav a·t·i ·o··"

PROJECT NAME: Kellog Ditch Redesign Storm Pipe DATE: 8/20/2019

,r.: -
.

--•.

14463 W. Colonial Drive • Winter Garden, FL 34787 • (o) 407-656-1799 •ffl407-656-0552
--      -       -	-	---	-  ---
,	Doi:soiptior)	Quantitv	Unit
General Conditions

Supt, Mobilization, GC	1.0  LS
Construction  Layout (by Owner)	LS
Certified As-built Drawlnas (by Owner)	LS

Erosion Control & Maintenance

$	29,900.00     $
$	$
$	$
General Conditions•   $

29,900.00

29,900.00

DewaterlnJ & Grassing

Core Into Exlstln1 Inlet	2.0	Ea.	$	3,182.08	6,364.16	
42" RCP (8 - 10')	360,0	LF	$	135.28	48,700.80	
48" RCP (10 ·12')	416.0	LF	$	166.20	69,139.20	
Type 6 Curb Inlet (no top)	3.0	Ea.	$	5,823.35	17,470.05	
Storm Manhole	1.0	Ea.	$	6,185.01	6,185.01	
Clean/Inspection	776.0		$	3,530.80	
Stonn SY!!!!!!	151 390.02	
Total	$	202 994.27	

Storm System	,)

Slit Fence Install only	1,560.0   LF	$	2.17

Dewaterln1	1.0	LS	$	12,313.05	12,313.05	
Seed and Mulch	4,620.0	SY	$	1.30	6,006.00	

$
Dewaterfng & Grassl!IIJ. $

3,385.20

3,385.20

18,319.05

4.55

Dewaterlna Includes 3 weeks of pump time. Any additional time will be charaed at $600.00 per week Payment and Performance Bond	Add 1"

GREENEWAV IMPROVEMENT DISTRICT

Resolution 201 9-09,
Approving an Annual Meeting Schedule for Fiscal Year 2020

RESOLUTION 2019-09
A RESOLUTION OF THE GREENEWAY IMRPOVEMENT DISTRICT DESIGNATING DATES, TIMES AND LOCATIONS FOR REGULAR  MEETINGS OF  THE BOARD OF SUPERVISORS OF THE DISTRICT AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the Greeneway Improvement District ("District") is a local unit of special­ purpose government created and existing pursuant to Chapter 1 90, Florida Statutes, being situated in City of Orlando, Florida; and

WHEREAS, the Board of Supervisors of the District ("Board") is statutorily authorized to exercise the powers granted to the District; and

WHEREAS, all meetings of the Board shall be open to the public and governed by the provisions of Chapter 286, Florida Statutes; and
WHEREAS, the Board is statutorily required to file annually, with the local governing authority and the Florida Department of Economic Opportunity, a schedule of its regular meetings.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE GREENEWAY IMPROVEMENT DISTRICT:
Regular meetings of the District's Board shall be held as provided on the schedule attached hereto as Exhibit A.
In accordance with Section 1 89.01 5(1), Florida Statutes, the District's Secretary is hereby directed to file annually with Orange County a schedule of the District's regular meetings.

This Resolution shall take effect immediately upon adoption.

Adopted this 17th day of September, 2019.
ATTEST:	Greeneway Improvement District

Secretary/Assistant Secretary	Chairman/Vice Chairman

EXHIBIT A

Greeneway Improvement District Fiscal Year 2019-2020
The Board of Supervisors of the Greeneway Improvement District will hold its meetings for the Fiscal Year 2020 in the offices of Lake Nona Land Company located at 6900 Tavistock Lakes Blvd, Suite 200, Orlando, Florida 32827 at 3:00 p.m. on the third Tuesday of each month.

October  15, 2019
November 19, 2019 
December 17, 2019
January 21, 2020
February 18, 2020
March  17, 2020
April 21, 2020
May 19, 2020
June 16, 2020
July 21, 2020
August 18, 2020
September 22, 2020

Construction Committee of the Boggy Creek, Greeneway
& Myrtle Creek Improvement Districts Fiscal Year 2019-2020
The Construction Committee of the Boggy Creek, Greeneway and Myrtle Creek Improvement Districts will be meeting for the Fiscal Year 2020 in the office of Donald W. McIntosh Associates, Inc., 2200 Park Avenue North, Winter Park, FL 32789 at 3:30 p.m. every other week as follows:

October 10 & 24, 2019
November ? & 21, 2019 
December 5 & 19, 2019 
January 2, 16 & 30, 2020
February 13 & 27, 2020
March 12 & 26, 2020
April 9 & 23, 2020
May 7 & 21, 2020
June 4 & 18, 2020
July 2, 16 & 30, 2020
August 13 & 27, 2020
September 10 & 24, 2020

GREENEWAV IMPROVEMENT DISTRICT

Operation and Maintenance Expenditures Paid in August 201 9 in an amount totaling $80,954.80

GREENEWAY IMPROVEMENT DISTRICT
DISTRICT OFFICE • 12051 CORPORATE BLVD • ORLANDO, FL 32817 PHONE: (407) 382M3256 • FAX: (407) 382-3254

Operation and Maintenance Expenditures For Board Approval
Attached please find the check register listing Operations and Maintenance expenditures paid from August 1, 2019 through August 31, 2019. This does not include expenditures previously approved by the Board.

The total items being presented: $80,954.80

Approval of Expenditures:

Chairman

Vice Chairman

Assi�tant Secretary

9111119
9:49:47 AM

Greeneway Improvement District  AP Check Register (Current by Bank) Check Dates: 8/112019 to 8/3112019 

Page 1

Check Na.	Date	Status'
BANK 10: SUN • CITY NATIONAL BANK	Vendor ID	Pait:ee Name	Amount
001-101-0000-00-01	
2779	08/22119	p	ASCC	Alt Siar Custom Construction	S350 00	
2780	08122/19	p	BERMAN	Berman Construction LLC	$558 00	
2781	08122/19	p	HGS	Hopping Green & Sams	Sl,576 00	
2782	08/22/19 	p	LCPC	Lake Country Pest Control	S750 50	
2783	08122/19 	p	MLM	Michael's Ughhng & Electric	$81 25	
2784	08/22/19	p	ONSIGH	Ons,ghl	S1,1 80.05	
2785	08122/19	p	PFMGC	PFM Group Consulting	S890.05	
2786	08/22119 	p	TRUSTE	US Bank as Trustee for Greenew		
2787	08122/19	p	VENTUR	Venluresln com Inc	S125 99	
2788	08131/19	p	BERMAN	Berman Construction LLC	S394 57	
2789	08/31119	p	VALLEY	BrightView Landscape Services	$39 936 96	
2790	08/31/19	p	ORLS	Orlando Sentinel	S3 703 34	
2791	08/31/19	p	PFMGC	PFM Group Consulting	S5 148 23 	
2792	08131119	p	RLEVEY	Richard Levey	S200 00	

tub+-

S-e.4'-v1 r£...	-$3r7-28-a&-'

BANK SUN REGISTER TOTAL:	$58,61 5.29

GRAND TOTAL	$58,815.29

+
DS 
et,..D
ouc...
[

Check Status Types: "P" - Printed ; "M" •Manual ; "V" -Void I Vold Date ); "A" • Application; "E" • EFT
- Denotes broken check sequence.

GREENEWAY IMPROVEMENT DISTRICT

Payment Authorization #400

Item	Payee	NInuvmoibceer	GFeunnedral	
1	BSoecrmk DanraCinoRnesmtruovctailoannd Reinstallation 	5318	
$	558.00	
2	MNiigchhtaLeilg'shtLinigghCthinegck& Electric 	10306	$	81 .25	
3	PMFaMrchGCroouppiesConsulting	OE-EXP-01 65	229.50	

8/2/2019

No.

AMparyil Cooppiieess AMparricl hPoPsotsatgaege

OE--EXP--01667
OE-EXP-01 69

$	412542..51 0 

$

$

$	58..6850

$

MayrcPhoFsetadgEex	OE--EXP--01 701	$

9.05

AMparyil FFeeddEExx	OE--EXP-01732

$	5.82
$	21.19 
$	18.15 

4	VDoemntauirnesNlanm.ceomRegistration	44701	$ 	20.99

August Application Hosting

$	105.00
TOTAL	$	1 ,640.00

�Secretary/Assistant SeWvv{cretary	Chairperson

-

GREENEWAY IMPROVEMENT DISTRICT

Payment Authorization #401
8/9/2019 
Item

1	JBuolyggICyMCrEexepkeInmsepsrovement District	�iu�/,o,	ICM2019-10	
$	15,297.63	
2	HGoepneprianlgCGoruenesnel&ThSraomugsh 06/30/2019  	109094	$	1 ,576.00	
3	LTraekeeICnjoeuctniotrynsPest Control	GID-101	$	750.50	
4	ouc	Pd-	Cn1 I, n.e,	g/,s/,�
Acct: 8795843030 : 07/02/2019 - 08/02/2019	$	10,762.23	
5	PJuFnMe GRreoimupbuCrsoanbsleuslting	OE-EXP-00264	
$	15.29	

TOTAL	
$	28,401.65	

No.

NInuvmobiceer

GFeunnedral

Payee

fcl  c,ri I,/\�

Secretary/Assistant Secretary	Chairperson

-

�ECEIVEO AUG 1 0 2019

GREENEWAY IMPROVEMENT DISTRICT

Payment Authoriza tion #402

No.

6/1 5I/t2e0m19
1

2

Payee

SAtlol nSetaRr eCpuasirtoomn BCriodngsetruction OPendseigsthritan Crossing Sign Replacement

NInuvmoibceer

GFeunendral

J I J

,

	s	350.00	
001-19-255669-1	s	1 , 1 80. 05	

TOTAL	
$	1 ,530.05	

-t00lt( �, L, tiL t 1
Secretary/Assistant Secretary

Cha,rperson

GREENEWAY IMPROVEMENT DISTRICT

Payment Authorization #403
8/23It/2e0m19

Payee	Invoice

General

394 57

No.	Number

Fund

BCeutrmPiapnesConstruction

5468	s	I

Summer Flower Installation	6443721

CBoringthrotVlleier w#1L9aRnedpsaciarspe Services

641 1 1 34

s	. 926.80

$	51 . 50

Ml  Repairs	1 1 1 45
August Landscape Maintenance	6452058
AOcrcatng6e83C8o0u0n6t4y89Ut.ilSiteiervsice p07J/1 7<>i2�0 1L911,--t.0811q5//2s0l1M9 
OLerglaanl dAodvSeertnistiinngel(Ad · 6381975 ; OSC8832067) 	008832067000

$	7 247. 5
s	20 651 . 25 
s	283 . 18 
s	3.703 .34 

July Reimbursables	OE-EXP-00335	s
$	1 ,814 90	
6	SRui cphearrvdisLoevreFyees - 08/20/2019 Meeting	s	200.00	
TOTAL	-$	38,606.37	

APFugMusGtrOoMupFCeeonsulting

3,333.33 

DM-08-201 9-0022

li<J?I.;_)Ji{; ,::;

lecjtary/Assistant    Secretary	Chairperson

GREENEWAY IMPROVEMENT DISTRICT

8P1a29y/m20e1n9t Authorization #404

ItNeom. 1

Payee

Ramp and Apron Extra Work

BLarnigdhstcVaipeewImLapnrodvsecmapenetsSearvt Iincteesrsection

NInuvmoibceer
6463145
6488295

TOTAL

GFeunnedral

9

s	1 ,777.50
s	282 .41
11 ,059.91

t'-�"

Assistant S ecretary

Chairperson

GREENEWAY IMPROVEMENT DISTRICT

Requisition Nos. 201 8-24 & 25 Approved in August 201 9 in an amount totaling $1 59,085.87

GREENEWAY IMPROVEMENT DISTRICT
DISTRICT OFFICE • 12051 CORPORATE BLVD • ORLANDO, FL 32817 PHONE: (407) 382-3256 • FAX: (407) 382-3254

Requisition Recap For Board Approval
Attached please find the listing of requisitions approved to be paid from bond funds from August 1, 20 19 through August 31, 2019. This does not include requisitions previously approved by the Board.

20 18-024	DeWitt Excavation	$1 ,686.80	
20 18-025	Jr. Davis Construction Co., Inc.	$1 57,399.07	
		$159,085.87	

REQUISITION NO.	PAYEE	AMOUNT

EXHIBIT A

REQUISITION FOR PAYMENT AND

GREENEWAY IMPROVEMENT DISTRICT

A

2018 NOTE REQUISITION AND CONSTRUCTION ACCOUNT

I DATF·

I  PAADYDEREE:SS:

DAuegWuistt 2f,a'2c0av1 9ation W144in6t3erWG.ar1.d.oelno,nFiaLf 3D4r7iv8e7

REQUISITION NU: MOUNT DUE

024

$ 1 ,686 80

Acquisition/Construction

UND:

F

ITEM:

PEaxyteAnspiopnlic(aCtiOonD#P1o1rt(iroenv)i)seTdh)rofourgPhr0o5jei3ctl 2/2905lI9(-La$k.6e75N.0o0na Hanwell Court
PPoayrtiAonp)p)lTicahtriooung#h I0J6f/o25r/P2r0oJ1e9c-t 2$950515.(9L0ake Nona Hartwell Court Extension (COD

Po,rtiAonpp1)liT1;h;irliouun•/Jh1047/f2u5riP2r0oj1ec9 -t 2$955015.(9L0ake Nona Hartwell Court Extension (CDD

not previously been paid.

the DistriTcth,ethuantdeearcsihgdneisdbuhresrembyenctersteifit efosrtthaatboobvleigiastiaonpsroinpetrhechsatragteedaagmaionusnt tthseet2f0o1n8hAacbqouviesihtiaovn,:: abnedenCionncsuttrruecdtiobny aAncdcothuentc,ornesfterruecntcioend oafbtohvee2, 0th1a8t Peraocjhecdtis(bliuerreseinmaeftnet rstehtefo"Pnrhojaebcot"v)eawndaseaincchurrerperdesinenctsonanCecotsitoonfwthiethPtrhoejeacct,qaunisdithioans
of any l ieTnh,eriugnhdtetrosiglienne,dohrearettbaychfu.mrethne! rucpeornti,fioerscthlaaitmthaefrfeechtainsgnothtebereignhftilteodrwecitehivoerpsaeyrvmeednutpoofn, atnhye Dofistthriectmnoontiicees ppaayymabelentthoetrheeofP. ayee set forth above, which has not been released or will not be released simultaneously with the

due and payable.

account oTfhaenyunredtearisniegdnepderhceernetabgye,fuwnhhiecrh ctheertiDfieisstrtichtntissaurcthheredqauteisoitfiosnucchocnetartinifsicnaoce eitenmtitleredptroesreemtaiinng payment on requisitioInt oisr hhaesreabpyprroevp.?rdestehnetesdpebcyifitchecounntrdaecrtsiwgintehdretshpaetctthteo GwohvicehrndiinsgbuBrsoedmyenotfs tphuersDuiasnttntcot thhaiss raepqpurios..iteiodntahrics

2018 Project with respect to			Engineer.which such disbur	is being made; and, (i"	e report .fthe Districtsement

is consistThentewunitdhe.rs(igi)ntehdeDapisptrliiccatbElnegoinreceornhsetrruecbtyiocnerctoifnietrsacchta; t(tiih)isthdeispbluarnssemanedntspisefocifricaaco· snt sofftohreth2e0 lpSorPtrioojnecotfatnhde

BY:

GfO Series 2018 Req 020 DeWitt Ex�ava11on	Jm 28, 20!9

Received 08/ l 4/201 9

EXHIBIT A

REQUISITION FOR PAYMENT AND

GRE  NEWAY IMPROVEMENT DISTRICT
20 18 NOTE REQUISITION AND CONSTRUCTION ACCOUNT

PAYEE:

DATE: ADDRESS:

JAru. gDuasvti9s,C2o0n1s9truction Co., Inc. 2K1is0sSim. Hmoeaeg, FlMLd34B7l4vd1 .

R.EAMQOUUNISJTTIDOUEN N:  O:
FUND:

025

$A1c5q7u,i3s9it9io.0n/7Cons1ruclic,n

ITEM.	0In7v/2oSic12e01 1295382 (Pay Application # 10) for Project 1 961 (Nemour.; Parkway Ph. 7) Thn,ugh

not previously been paid.

the DistriTcth,ethuantdeearcshigdneisdbuhresrcembyemcersteitfiefosrtthhaatboobvliegaistiaonpsroipnetrhechsatargteedaagmaionustntthseet2f0o1rt8hAacbqouveisihtiaovneabnedenCionncsutrrruecdtiobyn aAncdcothuentc,orr1esfterruecntcioend oafbothvee2, 0th1a8t Peraqchjecdtis(bheureseinmaeftnetrstehtefo"Prtrhojaebcot"v)eawndaseain.cchUJTreperdesinenctosnIInCecotsitoonfwthiethPtrhoejeacct,qaunisdithioans

payable lo the Payee set forth above, which has not been released or will not be released simultaneously wtth the

of any lieTnh,eriugnhdtetrso iglienne,dohreraettbaychfumrethnet rucpeornti,fioers cthlaaitmthaefrfeechtaisngnotht ebereignhftilteodrwecitehivoerpsaeyrvmeednutpoofn, athney Dofistthriectmnoontiicees
paymenr hereof

account oTfhaenyunredtearisniegnd epderhceenretabgyefu, wrthhiecrh ctehertiDfieisstritchtatissautcthheredqoute1so1tf1osnucchocnetartiinfsicanloc eitnemtitlreedptroesreentatiinng.

payment on

due and payable.

requisitioInI oisr hhaesn:abpyprroevperde�tehnelesdpebcyifitchceounntrdaecrtswiginthedretshpaetctthteo Gwoh1\c'e\lmdiinsgbuBrsoedmyeontfstphuersDuiasntrt itcot thhaiss raepqpuriosivteiodntahries

is consistTenhte wunitdhe:rs(igi)ntehdeDaipsptrliiccatbElnegoinr eceornhsetrruecbtyiocnerctoifinetrsatchta; t(liih}isthdeispblurss•   edntsipsefoc·rfiacacosmt soffothreth2e0p1801P1rioojnecotfatnhde

DISTRJCT ENGINEER'S APPROVAL FOR PROJECT EXPENDl fURES

2018 Project with respect to which such dishursement is being made, a , (iii I
BY·

h--e D-istrict Engineer

GID Series 2018 Req 025: Jr. Davis Construction Co	August 9, 2019	Page I ofl

Received 08/ 14/20 19 

GREENEWAY IMPROVEMENT DISTRICT

Recommendation of Work Authorizations/Proposed Services (if applicable)

GREENEWAY IMPROVEMENT DISTRICT

Recommendation for Work Authorization / Proposed Services

Project Name:   GID – Centerline Drive Segments A&B	

Brief Description: 	Landscape Design Services for Segments A&B	

Name of Consultant /Vendor:	DIX-HITE				

Is this work pursuant to an existing Agreement?	 		
Yes	 		
No	
If so, name and date of Agreement:				

Is this project included in the District Capital Improvement Plan?	 		
Yes	 		
No	

Are the services required contemplated in the Capital Improvement Plan?	 		
Yes	 		
No	

Is this a continuation of previously authorized work?	 		
Yes	 		
No	

 

 

Proposal attached:	 	Yes	 	No

Form of Agreement Utilized: Proposal	

Amount of Services:	$ 35,000.00	

Recommendation:	Approve	Deny

By:			 Larry Kaufmann, Chairman
Greeneway Improvement District Construction Committee

c:	Jennifer Walden Tucker Mackie Jeffrey Newton Lynne Mullins

September 17, 2019

District Chair
Greeneway Improvement District 12051 Corporate Boulevard
Orlando, FL 32817

Re:	Greeneway Improvement District Centerline Drive – Segments A and B

Dear District Chair:

It is my pleasure to submit this proposed Scope of Work to provide landscape architectural services. We are excited about the opportunity to work with your team and look forward to collaborating on another streetscape project in Lake Nona.

Please find below our scope of design services which Dix.Hite will provide to Greeneway Improvement District for the above referenced project. If you agree with the work described in this proposal, please let us know next steps to begin providing the services as outlined here. We look forward to working with you.

Regards,

John Griffin, RLA Associate

Attachments

c: Jennifer Walden, District Manager
Larry Kaufmann, Construction Supervisor Jeff Newton, Donald W. McIntosh Associates
Scott Thacker, Tavistock Development Company

SCOPE OF SERVICES
Greeneway Improvement District Centerline Drive – Segments A and B September 17, 2019

PART I – DREAM / DISCOVER / DESIGN

Project Description – Greeneway Improvement District (Client) desires to engage Dix.Hite + Partners, Inc. (Consultant) to provide professional services in support of Client’s development of Centerline Drive – Segments A and B (Project) in Lake Nona (Orlando, Orange County, Florida). As an integral member of the Client’s Project team Consultant will provide landscape architectural design services to the Client, who in turn will provide required Project/site information (plans, studies, investigations), respond to requests from Consultant, and who will review and provide comments/feedback as appropriate on deliverables submitted by Consultant.

Project Program/Elements
Streetscape
2,310 Linear Feet – see Centerline Drive Exhibit A, dated 8/31/2019 (attached)
Phasing:
Design: single phase
Construction: single phase

Consultant’s Services
Landscape design
Irrigation design
Lighting design coordination with OUC

Key Personnel – Key personnel from Dix.Hite involved in the Project include:
Christina Hite	Principal in Charge
John Griffin	Senior Project Manager

Project Coordination – In addition to the specific services detailed below (the “Services”), Consultant shall coordinate our work with the Client’s representative and the Client’s Project team, monitor the Project schedule as it relates to the scope contained herein, and provide timely invoicing and reporting of Project progress.

Base Data – The Client will provide Consultant with the following data that Consultant will incorporate into the development of base plans prior to beginning design work. Consultant shall rely on all information supplied by the Client as accurate and correct. Additional work required due to inaccurate, incorrect, or incomplete information supplied by the Client shall be completed as an Additional Service.
Site Plan
Boundary Survey
Topographical Survey
Site survey
Tree survey
Civil plans

Kick‐off Meeting – Consultant will attend a kick‐off meeting with the Client and the Project team in the Client’s offices to kick‐off the Project. The agenda for the meeting will include:
Client objectives
Project issues
Preliminary development program

2

Project requirements
Team member responsibilities
Schedule

Conceptual Design – Based on the themes discussed with the Client, Consultant shall prepare the following Conceptual Design Documents to reflect opportunities and constraints for development of the Project design that are specific to the site (for example, considering the character of adjacent Projects):
Options for street tree layout and light pole layout
Coordination of base refinements and utilities with Project team
Order of Magnitude Estimate of Cost

Client Review – The Client will review the Conceptual Design Documents and provide a consolidated set of written review comments to Consultant. Consultant will have one (1) meeting with the Client to discuss the review comments to ensure understanding of the requested changes. Upon Client approval Consultant shall proceed, incorporating the Client’s review comments into the 90% Construction Documents. Revisions to the Conceptual Design documents requested by the Client shall be provided as an Additional Service.

Part I – Dream/Discover/Design – Meetings and Deliverables
Meetings – The following meetings are included in Part I:
Kick‐off Meeting (1 meeting)
Review of Conceptual Design Documents (1 meeting)
Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) set of the Conceptual Design Documents (.pdf format)
One (1) Order of Magnitude Estimate of Cost (.pdf format)

PART II – DOCUMENT
90% Construction Documents – Based on the approved Conceptual Design Documents, Consultant shall prepare documents to guide construction of the Project Elements designed by Consultant. The documents will be submitted to the Client for review at 90% stage of completion. Consultants documents shall include:
Landscape Plans:
Overall site development and coordination of base refinement with Civil Engineer. Consultant will attend one (1) coordination meeting with the Client and Civil Engineer to review progress of design.
Landscape construction plans showing the layout and name of plant materials including trees and lawn areas.
Plant material schedule describing plants by name, size and location.
Lighting:
Consultant will work with OUC to identify site light pole locations, coordinated with the location of street trees.
Selection of lighting fixtures and poles (cut sheets), documentation of wiring, circuitry, photometrics, and lighting required for emergency egress is not included in Consultant’s work.
Irrigation:
Consultant will provide input and coordination for the location of the irrigation POC, mainline routing, and all underground sleeving under roadways and sidewalks.
Construction Details – Including details, elevations and sections provided as necessary to communicate the design intent and construction materials.
Cost Estimate – An order of magnitude estimate of cost for Project Elements included in our plans.
Technical specifications that define materials and methods appropriate for construction, shown as notes on the drawings.

Client Review ‐ Consultant will attend two (2) meetings, one coordination meeting with the Civil Engineer and one at the 90 percent stages of completion with the Client to review the progress of the Construction Documents. The Client shall provide written review comments/drawing markups that will be incorporated
3

into the plans in each subsequent stage. Minor revisions will be incorporated into the 90% Construction Documents based on review comments. Major changes that represent a significant departure from the original design program, budget, and approved concept shall be considered an Additional Service

100% Irrigation Plans ‐ Prepare construction irrigation plans using engineering CAD as base data. The plans will be prepared at an approximate scale of 1” = 20’ (based on sheet count), showing locations of sprinklers, valves, controllers and pipes and their connection to a water source determined by the Client. Prepare technical specifications for the Irrigation Plans. Consultant will utilize the irrigation materials approved by Lake Nona.

100% Construction Documents ‐ Consultant shall prepare the final set of Landscape Construction Documents, incorporating review comments from the 90% Client review meeting. The documents will be suitable for permitting, bidding, and construction of the elements of the Project as detailed in this Scope of Services. Consultant will also provide:
Private and/or Public Improvement Cost Sheets
Statement of Probable Costs to be used for bidding comparison
Signed and sealed drawing for submittal to the City of Orlando

Site and Building Permitting – The Consultant will meet one (1) time with the City of Orlando and shall coordinate our work with the Client in support of the governmental approval process.
The Consultant will submit construction permit plans and permit applications or documents required to the Client to be used for permitting with the City of Orlando.
The Consultant will respond to one (1) round of review comments from the City of Orlando during the Permitting process.

Part II – Document: Meetings and Deliverables

Meetings – The following meetings are included in Part II:
Project Coordination meetings (1 meeting)
Review of 90% Construction Documents (1 meeting)
Agency Review Meeting for Permitting Plans (1 meeting)

Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) copy of 90% Construction Documents (.pdf format)
One (1) copy of 100% Construction Documents (.pdf format, signed/sealed)
One (1) copy of the order of magnitude cost estimate for each of the 90% and 100% submittals (.pdf format)
One (1) copy of responses to Agency review comments (.pdf format)

PART III – DELIVER

Bidding – Consultant will provide the following services in support of the Client’s work to solicit bids from qualified contractors. Significant changes to the documents during or after bidding due to unknown site conditions, value engineering or other cost‐saving measures submitted by bidders, inaccurate information provided by the Client, substantial deviations in materials, design or methods previously approved by the Client, regulatory agency requirements after permit approvals and/or construction budget changes will be provided as an Additional Service:
Review Contractor Bids.
Respond to bidder’s RFI’s.
Issue one (1) addenda to the Construction Documents in response to bidder’s request for information (RFI) or requests for clarification of the Construction Documents as required to convey the design intent for construction of the Project.

4

Construction Observation

Commencement of Construction Observation Services – Consultant’s responsibility to provide services during construction of the Project commences with the award of the initial Contract for Construction and terminates at the earlier of the issuance to the Client of the Landscape Contractor’s final Certificate for Payment or 30 days after the date of Substantial Completion of the work.

Construction Schedule – Consultant anticipates that our Construction phase services will be completed within twelve (12) months of commencement. If the construction schedule exceeds twelve (12) months, Consultant shall request Additional Services to continue providing its services throughout the remainder of construction of its work.

Administration of Construction – The contract for construction shall be between the Client and the Contractor. The Client or his designated representative shall be responsible for day‐to‐day administration of the contract and for daily observation of construction. The Client shall notify Consultant when it requires services in addition to those described in this Part of the work, which services shall be provided as an Additional Service to this Agreement. Consultant will rely on the Client’s construction manager to maintain a record of, and to timely communicate to Consultant information during construction that is relevant to the scope of work we have designed. Consultant will limit site visits to the number described below to provide periodic observation of the work. Consultant will notify the Client when 70% of the construction observation fee has been expended. The remaining scope and construction schedule will be evaluated to determine whether the remaining fee is adequate to complete the Scope of work described in this task.

Consultant’s Services during Construction – Consultant shall provide the following services during construction of the Project elements included in Consultant’s Construction Documents:

Administrative Services:
Construction Meeting (1 meeting; concurrent with site visits listed below)
Review and approve/reject product submittals/substitutions and Shop Drawing submittals from the Contractor.
Preparing responses to RFI’s and informal requests from Contractor
Preparing Field Sketches or Modifications to Documents Related to Constructability based on Contractor requests or site observations. Each set of changes will be issued as a Revision to the Construction Drawings. Significant drawing revisions due to a modification of the Program by the Client are not included and will be provided as Additional Services.

Review of Materials:
One (1) Nursery Site Visit to Select and/or Review Contractor‐Selected Plant Material (8 Hours) with Client’s arborist.

Periodic Site Visits to Observe Construction – Consultant will visit the site one (1) time (concurrent with construction meetings), at an interval appropriate to the stage of construction to become familiar with the progress and quality of the work completed, and to determine in general if the work observed is being performed in a manner indicating that the work, when fully completed, will be in accordance with the Construction Documents. However, Consultant will not be required to make exhaustive or continuous on‐site inspections to check the quality or quantity of work.  Consultant shall neither have control over or charge of, nor be responsible for, the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the work, since these are solely the Contractor’s rights and responsibilities under the contract documents.

Discuss: Site Visit Reports – Each site visit will be followed by a report to the Client of known deviations from the contract documents. However, Consultant shall not be responsible for the Contractor’s failure to perform the work in accordance with the requirements of the contract documents or the Project schedule.

5

Project Completion:
Participate in one (1) preliminary walk‐through at the point of Substantial Completion to determine the date of Substantial Completion. Following these walk‐throughs, a punch list will be provided by Consultant to the Client and Contractor.
Participate in one (1) final walk‐through to review that the work was performed in general accordance with plans and specifications and punch list at final acceptance, and to determine the date of Final Completion.

Warranty Walks:
Participate in two (2) warranty walks with the Client and the Contractor at 6 months and 12 months after Substantial Completion has been established. The warranty walks will happen on a date determined by the Client.
Consultant will provide a written report of items that need to be addressed under the warranty.

Part III – Deliver: Meetings and Deliverables

Meetings – A summary of meetings Consultant will attend includes the following:
Construction Meeting and Site Visit (1 meeting)
One (1) Nursery Site Visit
One (1) Preliminary Walk‐through to establish Substantial Completion
One (1) Final Walk Through to determine date of Final Completion
Two (2) Warranty Walks

Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) copy of RFI Responses (.pdf format)
One (1) copy of Construction Drawing Addenda (.pdf format)
One (1) copy of site visit reports for each site visit
One (1) copy of preliminary punch list (.pdf format)
One (1) copy of final punch list (.pdf format)
Two (2) Warranty Walk reports (.pdf format)

ASSUMPTIONS/EXCLUSIONS
lf, as part of the Scope of Services, Consultant provides an estimate of construction cost, then Client, acknowledging that actual costs are subject to the unpredictability of competitive bidding and market conditions and that Consultant has no control over the costs of labor and materials, agrees that any estimate is made only on the basis of the judgment and experience of those making the estimate and published indices of construction costs and that Consultant is not responsible for actual costs exceeding Consultant's estimate.
The Civil Engineer is responsible for overall site grading design and stormwater conveyance design as well as hardscape documents.
The Client will provide the water source location and adequate pressure and capacity for the irrigation system.
Provision of utilities to the site/Project elements, electrical diagrams/plans, plumbing plans and other utility routing plans are not included in Consultant’s scope.
The Consultant is not responsible for paying fees associated with permits.
Bidding and Construction of the Project will begin immediately upon completion of design and as appropriate permits are secured.

ADDITIONAL SERVICES
Consultant will provide Additional Services as mutually agreed between Consultant and the Client. An equitable adjustment to Consultant’s compensation and time for performance will be made through an amendment to the Agreement for any Additional Services. Additional Services may include, but are not limited to:
6

Hardscape Construction Documents
Meetings and Presentations not specifically outlined in the Scope of Services
Attendance at regular Client meetings or conference calls
Additional work required due to inaccurate information provided by the Client or the design team.
Revisions to previously‐approved plans
Revisions to base/plans that result from changes by others (Client, Contractor, Architect, Engineers, Permitting Authorities)
Value Engineering in response to Budget changes or Contractor bids
Preparing as‐built or record drawings, including revising Construction Documents to show actual construction
Structural Engineering of Project Elements, including but not limited to footings, retaining walls, and anchoring to structures designed by others
Property Services, including but not limited to: determining zoning, applying for rezoning, variances, and/or subdivision of property
Work required to accommodate any concealed or unknown conditions that are encountered at the Project Site that differ materially from those ordinarily found to exist and generally recognized as inherent in construction activities

ASSIGNED PERSONNEL
The following personnel from Consultant will be assigned to this Project, and will have the responsibilities described: Christina Hite	Principal in Charge / Principal III
John Griffin	Senior Project Manager / Landscape Architect III

PROJECT SCHEDULE
Consultant is prepared to begin work on the Project immediately upon receipt of the executed Agreement. Consultant, in consultation with the Client, shall perform its work in such a manner as to comply with a mutually agreed schedule.

COMPENSATION
Consultant will provide the Scope of Services for the fees outlined below. Direct expenses will be billed in addition to the fees listed below, at cost plus a 10% administration fee. Direct expenses for this Project are estimated not to exceed $1,000. Direct expense may include, but are not limited to, costs associated with travel, printing and reprographics.

PART I DREAM/DISCOVER/DESIGN	$9,100	Lump Sum	
PART II DOCUMENT	$18,600	Lump Sum	
PART III DELIVER	$7,300	Lump Sum	
Total	$35,000	Lump Sum	
Reimbursable Expense	$1,000 HNTE

OTHER LABOR RATES
Rates for expert testimony, litigation support, personal service contracts, and depositions/court appearances are subject to an additional premium. If additional services are authorized during the performance of a contract, compensation will be based on the Schedule of Fees in effect at the time the services are authorized.

ANNUAL BILLING RATE ADJUSTMENTS
Billing rates are adjusted each year to reflect updated labor cost categories. Labor cost of work authorized in subsequent calendar years will be based on current billing rates for those years.

7

September 17, 2019 District Chair
Greeneway Improvement District
12051 Corporate Boulevard
Orlando, FL 32817

Re:	Greeneway Improvement District Centerline Drive – Segments A and B

Dear District Chair:

It is my pleasure to submit this proposed Scope of Work to provide landscape architectural services. We are excited about the opportunity to work with your team and look forward to collaborating on another streetscape project in Lake Nona.

Please find below our scope of design services which Dix.Hite will provide to Greeneway Improvement District for the above referenced project. If you agree with the work described in this proposal, please let us know next steps to begin providing the services as outlined here. We look forward to working with you.

Regards,

John Griffin, RLA Associate

Attachments

c: Jennifer Walden, District Manager
Larry Kaufmann, Construction Supervisor Jeff Newton, Donald W. McIntosh Associates
Scott Thacker, Tavistock Development Company

SCOPE OF SERVICES
Greeneway Improvement District Centerline Drive – Segments A and B September 17, 2019

PART I – DREAM / DISCOVER / DESIGN

Project Description – Greeneway Improvement District (Client) desires to engage Dix.Hite + Partners, Inc. (Consultant) to provide professional services in support of Client’s development of Centerline Drive – Segments A and B (Project) in Lake Nona (Orlando, Orange County, Florida). As an integral member of the Client’s Project team Consultant will provide landscape architectural design services to the Client, who in turn will provide required Project/site information (plans, studies, investigations), respond to requests from Consultant, and who will review and provide comments/feedback as appropriate on deliverables submitted by Consultant.

Project Program/Elements
Streetscape
2,310 Linear Feet – see Centerline Drive Exhibit A, dated 8/31/2019 (attached)
Phasing:
Design: single phase
Construction: single phase

Consultant’s Services
Landscape design
Irrigation design
Lighting design coordination with OUC

Key Personnel – Key personnel from Dix.Hite involved in the Project include:
Christina Hite	Principal in Charge
John Griffin	Senior Project Manager

Project Coordination – In addition to the specific services detailed below (the “Services”), Consultant shall coordinate our work with the Client’s representative and the Client’s Project team, monitor the Project schedule as it relates to the scope contained herein, and provide timely invoicing and reporting of Project progress.

Base Data – The Client will provide Consultant with the following data that Consultant will incorporate into the development of base plans prior to beginning design work. Consultant shall rely on all information supplied by the Client as accurate and correct. Additional work required due to inaccurate, incorrect, or incomplete information supplied by the Client shall be completed as an Additional Service.
Site Plan
Boundary Survey
Topographical Survey
Site survey
Tree survey
Civil plans

Kick‐off Meeting – Consultant will attend a kick‐off meeting with the Client and the Project team in the Client’s offices to kick‐off the Project. The agenda for the meeting will include:
Client objectives
Project issues
Preliminary development program

2

Project requirements
Team member responsibilities
Schedule

Conceptual Design – Based on the themes discussed with the Client, Consultant shall prepare the following Conceptual Design Documents to reflect opportunities and constraints for development of the Project design that are specific to the site (for example, considering the character of adjacent Projects):
Options for street tree layout and light pole layout
Coordination of base refinements and utilities with Project team
Order of Magnitude Estimate of Cost

Client Review – The Client will review the Conceptual Design Documents and provide a consolidated set of written review comments to Consultant. Consultant will have one (1) meeting with the Client to discuss the review comments to ensure understanding of the requested changes. Upon Client approval Consultant shall proceed, incorporating the Client’s review comments into the 90% Construction Documents. Revisions to the Conceptual Design documents requested by the Client shall be provided as an Additional Service.

Part I – Dream/Discover/Design – Meetings and Deliverables
Meetings – The following meetings are included in Part I:
Kick‐off Meeting (1 meeting)
Review of Conceptual Design Documents (1 meeting)
Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) set of the Conceptual Design Documents (.pdf format)
One (1) Order of Magnitude Estimate of Cost (.pdf format)

PART II – DOCUMENT
90% Construction Documents – Based on the approved Conceptual Design Documents, Consultant shall prepare documents to guide construction of the Project Elements designed by Consultant. The documents will be submitted to the Client for review at 90% stage of completion. Consultants documents shall include:
Landscape Plans:
Overall site development and coordination of base refinement with Civil Engineer. Consultant will attend one (1) coordination meeting with the Client and Civil Engineer to review progress of design.
Landscape construction plans showing the layout and name of plant materials including trees and lawn areas.
Plant material schedule describing plants by name, size and location.
Lighting:
Consultant will work with OUC to identify site light pole locations, coordinated with the location of street trees.
Selection of lighting fixtures and poles (cut sheets), documentation of wiring, circuitry, photometrics, and lighting required for emergency egress is not included in Consultant’s work.
Irrigation:
Consultant will provide input and coordination for the location of the irrigation POC, mainline routing, and all underground sleeving under roadways and sidewalks.
Construction Details – Including details, elevations and sections provided as necessary to communicate the design intent and construction materials.
Cost Estimate – An order of magnitude estimate of cost for Project Elements included in our plans.
Technical specifications that define materials and methods appropriate for construction, shown as notes on the drawings.

Client Review ‐ Consultant will attend two (2) meetings, one coordination meeting with the Civil Engineer and one at the 90 percent stages of completion with the Client to review the progress of the Construction Documents. The Client shall provide written review comments/drawing markups that will be incorporated
3

into the plans in each subsequent stage. Minor revisions will be incorporated into the 90% Construction Documents based on review comments. Major changes that represent a significant departure from the original design program, budget, and approved concept shall be considered an Additional Service

100% Irrigation Plans ‐ Prepare construction irrigation plans using engineering CAD as base data. The plans will be prepared at an approximate scale of 1” = 20’ (based on sheet count), showing locations of sprinklers, valves, controllers and pipes and their connection to a water source determined by the Client. Prepare technical specifications for the Irrigation Plans. Consultant will utilize the irrigation materials approved by Lake Nona.

100% Construction Documents ‐ Consultant shall prepare the final set of Landscape Construction Documents, incorporating review comments from the 90% Client review meeting. The documents will be suitable for permitting, bidding, and construction of the elements of the Project as detailed in this Scope of Services. Consultant will also provide:
Private and/or Public Improvement Cost Sheets
Statement of Probable Costs to be used for bidding comparison
Signed and sealed drawing for submittal to the City of Orlando

Site and Building Permitting – The Consultant will meet one (1) time with the City of Orlando and shall coordinate our work with the Client in support of the governmental approval process.
The Consultant will submit construction permit plans and permit applications or documents required to the Client to be used for permitting with the City of Orlando.
The Consultant will respond to one (1) round of review comments from the City of Orlando during the Permitting process.

Part II – Document: Meetings and Deliverables

Meetings – The following meetings are included in Part II:
Project Coordination meetings (1 meeting)
Review of 90% Construction Documents (1 meeting)
Agency Review Meeting for Permitting Plans (1 meeting)

Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) copy of 90% Construction Documents (.pdf format)
One (1) copy of 100% Construction Documents (.pdf format, signed/sealed)
One (1) copy of the order of magnitude cost estimate for each of the 90% and 100% submittals (.pdf format)
One (1) copy of responses to Agency review comments (.pdf format)

PART III – DELIVER

Bidding – Consultant will provide the following services in support of the Client’s work to solicit bids from qualified contractors. Significant changes to the documents during or after bidding due to unknown site conditions, value engineering or other cost‐saving measures submitted by bidders, inaccurate information provided by the Client, substantial deviations in materials, design or methods previously approved by the Client, regulatory agency requirements after permit approvals and/or construction budget changes will be provided as an Additional Service:
Review Contractor Bids.
Respond to bidder’s RFI’s.
Issue one (1) addenda to the Construction Documents in response to bidder’s request for information (RFI) or requests for clarification of the Construction Documents as required to convey the design intent for construction of the Project.

4

Construction Observation

Commencement of Construction Observation Services – Consultant’s responsibility to provide services during construction of the Project commences with the award of the initial Contract for Construction and terminates at the earlier of the issuance to the Client of the Landscape Contractor’s final Certificate for Payment or 30 days after the date of Substantial Completion of the work.

Construction Schedule – Consultant anticipates that our Construction phase services will be completed within twelve (12) months of commencement. If the construction schedule exceeds twelve (12) months, Consultant shall request Additional Services to continue providing its services throughout the remainder of construction of its work.

Administration of Construction – The contract for construction shall be between the Client and the Contractor. The Client or his designated representative shall be responsible for day‐to‐day administration of the contract and for daily observation of construction. The Client shall notify Consultant when it requires services in addition to those described in this Part of the work, which services shall be provided as an Additional Service to this Agreement. Consultant will rely on the Client’s construction manager to maintain a record of, and to timely communicate to Consultant information during construction that is relevant to the scope of work we have designed. Consultant will limit site visits to the number described below to provide periodic observation of the work. Consultant will notify the Client when 70% of the construction observation fee has been expended. The remaining scope and construction schedule will be evaluated to determine whether the remaining fee is adequate to complete the Scope of work described in this task.

Consultant’s Services during Construction – Consultant shall provide the following services during construction of the Project elements included in Consultant’s Construction Documents:

Administrative Services:
Construction Meeting (1 meeting; concurrent with site visits listed below)
Review and approve/reject product submittals/substitutions and Shop Drawing submittals from the Contractor.
Preparing responses to RFI’s and informal requests from Contractor
Preparing Field Sketches or Modifications to Documents Related to Constructability based on Contractor requests or site observations. Each set of changes will be issued as a Revision to the Construction Drawings. Significant drawing revisions due to a modification of the Program by the Client are not included and will be provided as Additional Services.

Review of Materials:
One (1) Nursery Site Visit to Select and/or Review Contractor‐Selected Plant Material (8 Hours) with Client’s arborist.

Periodic Site Visits to Observe Construction – Consultant will visit the site one (1) time (concurrent with construction meetings), at an interval appropriate to the stage of construction to become familiar with the progress and quality of the work completed, and to determine in general if the work observed is being performed in a manner indicating that the work, when fully completed, will be in accordance with the Construction Documents. However, Consultant will not be required to make exhaustive or continuous on‐site inspections to check the quality or quantity of work.  Consultant shall neither have control over or charge of, nor be responsible for, the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the work, since these are solely the Contractor’s rights and responsibilities under the contract documents.

Discuss: Site Visit Reports – Each site visit will be followed by a report to the Client of known deviations from the contract documents. However, Consultant shall not be responsible for the Contractor’s failure to perform the work in accordance with the requirements of the contract documents or the Project schedule.

5

Project Completion:
Participate in one (1) preliminary walk‐through at the point of Substantial Completion to determine the date of Substantial Completion. Following these walk‐throughs, a punch list will be provided by Consultant to the Client and Contractor.
Participate in one (1) final walk‐through to review that the work was performed in general accordance with plans and specifications and punch list at final acceptance, and to determine the date of Final Completion.

Warranty Walks:
Participate in two (2) warranty walks with the Client and the Contractor at 6 months and 12 months after Substantial Completion has been established. The warranty walks will happen on a date determined by the Client.
Consultant will provide a written report of items that need to be addressed under the warranty.

Part III – Deliver: Meetings and Deliverables

Meetings – A summary of meetings Consultant will attend includes the following:
Construction Meeting and Site Visit (1 meeting)
One (1) Nursery Site Visit
One (1) Preliminary Walk‐through to establish Substantial Completion
One (1) Final Walk Through to determine date of Final Completion
Two (2) Warranty Walks

Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) copy of RFI Responses (.pdf format)
One (1) copy of Construction Drawing Addenda (.pdf format)
One (1) copy of site visit reports for each site visit
One (1) copy of preliminary punch list (.pdf format)
One (1) copy of final punch list (.pdf format)
Two (2) Warranty Walk reports (.pdf format)

ASSUMPTIONS/EXCLUSIONS
lf, as part of the Scope of Services, Consultant provides an estimate of construction cost, then Client, acknowledging that actual costs are subject to the unpredictability of competitive bidding and market conditions and that Consultant has no control over the costs of labor and materials, agrees that any estimate is made only on the basis of the judgment and experience of those making the estimate and published indices of construction costs and that Consultant is not responsible for actual costs exceeding Consultant's estimate.
The Civil Engineer is responsible for overall site grading design and stormwater conveyance design as well as hardscape documents.
The Client will provide the water source location and adequate pressure and capacity for the irrigation system.
Provision of utilities to the site/Project elements, electrical diagrams/plans, plumbing plans and other utility routing plans are not included in Consultant’s scope.
The Consultant is not responsible for paying fees associated with permits.
Bidding and Construction of the Project will begin immediately upon completion of design and as appropriate permits are secured.

ADDITIONAL SERVICES
Consultant will provide Additional Services as mutually agreed between Consultant and the Client. An equitable adjustment to Consultant’s compensation and time for performance will be made through an amendment to the Agreement for any Additional Services. Additional Services may include, but are not limited to:
6

Hardscape Construction Documents
Meetings and Presentations not specifically outlined in the Scope of Services
Attendance at regular Client meetings or conference calls
Additional work required due to inaccurate information provided by the Client or the design team.
Revisions to previously‐approved plans
Revisions to base/plans that result from changes by others (Client, Contractor, Architect, Engineers, Permitting Authorities)
Value Engineering in response to Budget changes or Contractor bids
Preparing as‐built or record drawings, including revising Construction Documents to show actual construction
Structural Engineering of Project Elements, including but not limited to footings, retaining walls, and anchoring to structures designed by others
Property Services, including but not limited to: determining zoning, applying for rezoning, variances, and/or subdivision of property
Work required to accommodate any concealed or unknown conditions that are encountered at the Project Site that differ materially from those ordinarily found to exist and generally recognized as inherent in construction activities

ASSIGNED PERSONNEL
The following personnel from Consultant will be assigned to this Project, and will have the responsibilities described: Christina Hite	Principal in Charge / Principal III
John Griffin	Senior Project Manager / Landscape Architect III

PROJECT SCHEDULE
Consultant is prepared to begin work on the Project immediately upon receipt of the executed Agreement. Consultant, in consultation with the Client, shall perform its work in such a manner as to comply with a mutually agreed schedule.

COMPENSATION
Consultant will provide the Scope of Services for the fees outlined below. Direct expenses will be billed in addition to the fees listed below, at cost plus a 10% administration fee. Direct expenses for this Project are estimated not to exceed $1,000. Direct expense may include, but are not limited to, costs associated with travel, printing and reprographics.

PART I DREAM/DISCOVER/DESIGN	$9,100	Lump Sum	
PART II DOCUMENT	$18,600	Lump Sum	
PART III DELIVER	$7,300	Lump Sum	
Total	$35,000	Lump Sum	
Reimbursable Expense	$1,000 HNTE

OTHER LABOR RATES
Rates for expert testimony, litigation support, personal service contracts, and depositions/court appearances are subject to an additional premium. If additional services are authorized during the performance of a contract, compensation will be based on the Schedule of Fees in effect at the time the services are authorized.

ANNUAL BILLING RATE ADJUSTMENTS
Billing rates are adjusted each year to reflect updated labor cost categories. Labor cost of work authorized in subsequent calendar years will be based on current billing rates for those years.

7

2,309.76

SEGMENT "A"

SEGMENT "B"

SEGMENT "C"

SEGMENT "D"

SEGMENT "E"

SEGMENT "F"

	

			

			

			

SEGMENT "G"

SEGMENT "H"

.

GREENEWAY IMPROVEMENT DISTRICT

Recommendation for Work Authorization / Proposed Services

Project Name:   GID – Centerline Drive Segments C&D	

Brief Description: 	Landscape Design Services for Segments C&D	

Name of Consultant /Vendor:	DIX-HITE				

Is this work pursuant to an existing Agreement?	 		
Yes	 		
No	
If so, name and date of Agreement:				

Is this project included in the District Capital Improvement Plan?	 		
Yes	 		
No	

Are the services required contemplated in the Capital Improvement Plan?	 		
Yes	 		
No	

Is this a continuation of previously authorized work?	 		
Yes	 		
No	

 

 

Proposal attached:	 	Yes	 	No

Form of Agreement Utilized: Proposal	

Amount of Services:	$ 35,000.00	

Recommendation:	Approve	Deny

By:			 Larry Kaufmann, Chairman
Greeneway Improvement District Construction Committee

c:	Jennifer Walden Tucker Mackie Jeffrey Newton Lynne Mullins

September 17, 2019

District Chair
Greeneway Improvement District 12051 Corporate Boulevard
Orlando, FL 32817

Re:	Greeneway Improvement District Centerline Drive – Segments C and D

Dear District Chair:

It is my pleasure to submit this proposed Scope of Work to provide landscape architectural services. We are excited about the opportunity to work with your team and look forward to collaborating on another streetscape project in Lake Nona.

Please find below our scope of design services which Dix.Hite will provide to Greeneway Improvement District for the above referenced project. If you agree with the work described in this proposal, please let us know next steps to begin providing the services as outlined here. We look forward to working with you.

Regards,

John Griffin, RLA Associate

Attachments

c: Jennifer Walden, District Manager
Larry Kaufmann, Construction Supervisor Jeff Newton, Donald W. McIntosh Associates
Scott Thacker, Tavistock Development Company

SCOPE OF SERVICES
Greeneway Improvement District Centerline Drive – Segments C and D September 17, 2019

PART I – DREAM / DISCOVER / DESIGN

Project Description – Greeneway Improvement District (Client) desires to engage Dix.Hite + Partners, Inc. (Consultant) to provide professional services in support of Client’s development of Centerline Drive – Segments C and D (Project) in Lake Nona (Orlando, Orange County, Florida). As an integral member of the Client’s Project team Consultant will provide landscape architectural design services to the Client, who in turn will provide required Project/site information (plans, studies, investigations), respond to requests from Consultant, and who will review and provide comments/feedback as appropriate on deliverables submitted by Consultant.

Project Program/Elements
Streetscape
2,482 Linear Feet – see Centerline Drive Exhibit A, dated 8/31/2019 (attached)
Segment C is existing and will be widened. The west side of the road will remain as‐is and the east side of the road will be new construction.
Identify a location for two (2) Lake Nona Gateway Columns in Segment D. Construction drawings and building permit for the Gateway Column to be provided by Tavistock Development Company.
Recommend decorative finishes for the roadway bridge in Segment D of this Project. Construction drawings for the bridge are not a part of this scope of work.
Phasing:
Design: single phase
Construction: single phase

Consultant’s Services
Landscape design
Irrigation design
Lighting design coordination with OUC

Key Personnel – Key personnel from Dix.Hite involved in the Project include:
Christina Hite	Principal in Charge
John Griffin	Senior Project Manager

Project Coordination – In addition to the specific services detailed below (the “Services”), Consultant shall coordinate our work with the Client’s representative and the Client’s Project team, monitor the Project schedule as it relates to the scope contained herein, and provide timely invoicing and reporting of Project progress.

Base Data – The Client will provide Consultant with the following data that Consultant will incorporate into the development of base plans prior to beginning design work. Consultant shall rely on all information supplied by the Client as accurate and correct. Additional work required due to inaccurate, incorrect, or incomplete information supplied by the Client shall be completed as an Additional Service.
Site Plan
Boundary Survey
Topographical Survey
Site survey
Tree survey
Civil plans

2

Kick‐off Meeting – Consultant will attend a kick‐off meeting with the Client and the Project team in the Client’s offices to kick‐off the Project. The agenda for the meeting will include:
Client objectives
Project issues
Preliminary development program
Project requirements
Team member responsibilities
Schedule

Conceptual Design – Based on the themes discussed with the Client, Consultant shall prepare the following Conceptual Design Documents to reflect opportunities and constraints for development of the Project design that are specific to the site (for example, considering the character of adjacent Projects):

Options for street tree layout and light pole layout
Coordination of base refinements and utilities with Project team
Order of Magnitude Estimate of Cost

Client Review – The Client will review the Conceptual Design Documents and provide a consolidated set of written review comments to Consultant. Consultant shall meet with the Client to discuss the review comments to ensure understanding of the requested changes. Upon Client approval Consultant shall proceed, incorporating the Client’s review comments into the 90% Construction Documents. Revisions to the Conceptual Design documents requested by the Client shall be provided as an Additional Service.

Part I – Dream/Discover/Design – Meetings and Deliverables
Meetings – The following meetings are included in Part I:
Kick‐off Meeting (1 meeting)
Review of Conceptual Design Documents (1 meeting)
Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) set of the Conceptual Design Documents (.pdf format)
One (1) Order of Magnitude Estimate of Cost (.pdf format)

PART II – DOCUMENT
90% Construction Documents – Based on the approved Conceptual Design Documents, Consultant shall prepare documents to guide construction of the Project Elements designed by Consultant. The documents will be submitted to the Client for review at 90% stage of completion. Consultants documents shall include:
Landscape Plans:
Overall site development and coordination of base refinement with Civil Engineer. Consultant will attend one (1) coordination meeting with the Client and Civil Engineer to review progress of design.
Landscape construction plans showing the layout and name of plant materials including trees and lawn areas.
Plant material schedule describing plants by name, size and location.
Lighting:
Consultant will work with OUC to identify site light pole locations, coordinated with the location of street trees.
Selection of lighting fixtures and poles (cut sheets), documentation of wiring, circuitry, photometrics, and lighting required for emergency egress is not included in Consultant’s work.
Irrigation:
Consultant will provide input and coordination for the location of the irrigation POC, mainline routing, and all underground sleeving under roadways and sidewalks.
Construction Details – Including details, elevations and sections provided as necessary to communicate the design intent and construction materials.

3

Cost Estimate – An order of magnitude estimate of cost for Project Elements included in our plans.
Technical specifications that define materials and methods appropriate for construction, shown as notes on the drawings.

Client Review ‐ Consultant will attend two (2) meetings, one coordination meeting with the Civil Engineer and one at the 90 percent stages of completion with the Client to review the progress of the Construction Documents. The Client shall provide written review comments/drawing markups that will be incorporated into the plans in each subsequent stage. Minor revisions will be incorporated into the 100% Construction Documents based on review comments. Major changes that represent a significant departure from the original design program, budget, and approved concept shall be considered an Additional Service

100% Irrigation Plans ‐ Prepare construction irrigation plans using engineering CAD as base data. The plans will be prepared at an approximate scale of 1” = 20’ (based on sheet count), showing locations of sprinklers, valves, controllers and pipes and their connection to a water source determined by the Client. Prepare technical specifications for the Irrigation Plans. Consultant will utilize the irrigation materials approved by Lake Nona.

100% Construction Documents ‐ Consultant shall prepare the final set of Landscape Construction Documents, incorporating review comments from the 90% Client review meeting. The documents will be suitable for permitting, bidding, and construction of the elements of the Project as detailed in this Scope of Services. Consultant will also provide:
Private and/or Public Improvement Cost Sheets
Statement of Probable Costs to be used for bidding comparison
Signed and sealed drawing for submittal to the City of Orlando

Site and Building Permitting – The Consultant will meet one (1) time with the City of Orlando and shall coordinate our work with the Client in support of the governmental approval process.
The Consultant will submit construction permit plans and permit applications or documents required to the Client to be used for permitting with the City of Orlando.
The Consultant will respond to one (1) round of review comments from the City of Orlando during the Permitting process.

Part II – Document: Meetings and Deliverables

Meetings – The following meetings are included in Part II:
Project Coordination meetings (1 meeting)
Review of 90% Construction Documents (1 meeting)
Agency Review Meeting for Permitting Plans (1 meeting)

Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) copy of 90% Construction Documents (.pdf format)
One (1) copy of 100% Construction Documents (.pdf format, signed/sealed)
One (1) copy of the order of magnitude cost estimate for each of the 90% and 100% submittals (.pdf format)
One (1) copy of responses to Agency review comments (.pdf format)

PART III – DELIVER

Bidding – Consultant will provide the following services in support of the Client’s work to solicit bids from qualified contractors. Significant changes to the documents during or after bidding due to unknown site conditions, value engineering or other cost‐saving measures submitted by bidders, inaccurate information provided by the Client, substantial deviations in materials, design or methods previously approved by the Client, regulatory agency requirements after permit approvals and/or construction budget changes will be provided as an Additional Service:
4

Review Contractor Bids.
Respond to bidder’s RFI’s.
Issue one (1) addenda to the Construction Documents in response to bidder’s request for information (RFI) or requests for clarification of the Construction Documents as required to convey the design intent for construction of the Project.

Construction Observation

Commencement of Construction Observation Services – Consultant’s responsibility to provide services during construction of the Project commences with the award of the initial Contract for Construction and terminates at the earlier of the issuance to the Client of the Landscape Contractor’s final Certificate for Payment or 30 days after the date of Substantial Completion of the work.

Construction Schedule – Consultant anticipates that our Construction phase services will be completed within twelve (12) months of commencement. If the construction schedule exceeds twelve (12) months, Consultant shall request Additional Services to continue providing its services throughout the remainder of construction of its work.

Administration of Construction – The contract for construction shall be between the Client and the Contractor. The Client or his designated representative shall be responsible for day‐to‐day administration of the contract and for daily observation of construction. The Client shall notify Consultant when it requires services in addition to those described in this Part of the work, which services shall be provided as an Additional Service to this Agreement. Consultant will rely on the Client’s construction manager to maintain a record of, and to timely communicate to Consultant information during construction that is relevant to the scope of work we have designed. Consultant will limit site visits to the number described below to provide periodic observation of the work. Consultant will notify the Client when 70% of the construction observation fee has been expended. The remaining scope and construction schedule will be evaluated to determine whether the remaining fee is adequate to complete the Scope of work described in this task.

Consultant’s Services during Construction – Consultant shall provide the following services during construction of the Project elements included in Consultant’s Construction Documents:

Administrative Services:
Construction Meeting (1 meeting; concurrent with site visits listed below)
Review and approve/reject product submittals/substitutions and Shop Drawing submittals from the Contractor.
Preparing responses to RFI’s and informal requests from Contractor
Preparing Field Sketches or Modifications to Documents Related to Constructability based on Contractor requests or site observations. Each set of changes will be issued as a Revision to the Construction Drawings. Significant drawing revisions due to a modification of the Program by the Client are not included and will be provided as Additional Services.

Review of Materials:
One (1) Nursery Site Visit to Select and/or Review Contractor‐Selected Plant Material (8 Hours) with Client’s arborist.

Periodic Site Visits to Observe Construction – Consultant will visit the site one (1) time (concurrent with construction meetings), at an interval appropriate to the stage of construction to become familiar with the progress and quality of the work completed, and to determine in general if the work observed is being performed in a manner indicating that the work, when fully completed, will be in accordance with the Construction Documents. However, Consultant will not be required to make exhaustive or continuous on‐site inspections to check the quality or quantity of work.  Consultant shall neither have control over or charge of, nor be responsible for, the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection

5

with the work, since these are solely the Contractor’s rights and responsibilities under the contract documents.

Discuss: Site Visit Reports – Each site visit will be followed by a report to the Client of known deviations from the contract documents. However, Consultant shall not be responsible for the Contractor’s failure to perform the work in accordance with the requirements of the contract documents or the Project schedule.

Project Completion:
Participate in one (1) preliminary walk‐through at the point of Substantial Completion to determine the date of Substantial Completion. Following these walk‐throughs, a punch list will be provided by Consultant to the Client and Contractor.
Participate in one (1) final walk‐through to review that the work was performed in general accordance with plans and specifications and punch list at final acceptance, and to determine the date of Final Completion.

Warranty Walks:
Participate in two (2) warranty walks with the Client and the Contractor at 6 months and 12 months after Substantial Completion has been established. The warranty walks will happen on a date determined by the Client.
Consultant will provide a written report of items that need to be addressed under the warranty.

Part III – Deliver: Meetings and Deliverables

Meetings – A summary of meetings Consultant will attend includes the following:
Construction Meeting and Site Visit (1 meeting)
One (1) Nursery Site Visit
One (1) Preliminary Walk‐through to establish Substantial Completion
One (1) Final Walk Through to determine date of Final Completion
Two (2) Warranty Walks

Deliverables – As a result of these tasks, Consultant shall produce the following:
One (1) copy of RFI Responses (.pdf format)
One (1) copy of Construction Drawing Addenda (.pdf format)
One (1) copy of site visit reports for each site visit
One (1) copy of preliminary punch list (.pdf format)
One (1) copy of final punch list (.pdf format)
Two (2) Warranty Walk reports (.pdf format)

ASSUMPTIONS/EXCLUSIONS
lf, as part of the Scope of Services, Consultant provides an estimate of construction cost, then Client, acknowledging that actual costs are subject to the unpredictability of competitive bidding and market conditions and that Consultant has no control over the costs of labor and materials, agrees that any estimate is made only on the basis of the judgment and experience of those making the estimate and published indices of construction costs and that Consultant is not responsible for actual costs exceeding Consultant's estimate.
The Civil Engineer is responsible for overall site grading design and stormwater conveyance design as well as hardscape documents.
The Client will provide the water source location and adequate pressure and capacity for the irrigation system.
Provision of utilities to the site/Project elements, electrical diagrams/plans, plumbing plans and other utility routing plans are not included in Consultant’s scope.
The Consultant is not responsible for paying fees associated with permits.

6

Bidding and Construction of the Project will begin immediately upon completion of design and as appropriate permits are secured.

ADDITIONAL SERVICES
Consultant will provide Additional Services as mutually agreed between Consultant and the Client. An equitable adjustment to Consultant’s compensation and time for performance will be made through an amendment to the Agreement for any Additional Services. Additional Services may include, but are not limited to:
Hardscape Construction Documents
Meetings and Presentations not specifically outlined in the Scope of Services
Attendance at regular Client meetings or conference calls
Additional work required due to inaccurate information provided by the Client or the design team.
Revisions to previously‐approved plans
Revisions to base/plans that result from changes by others (Client, Contractor, Architect, Engineers, Permitting Authorities)
Value Engineering in response to Budget changes or Contractor bids
Preparing as‐built or record drawings, including revising Construction Documents to show actual construction
Structural Engineering of Project Elements, including but not limited to footings, retaining walls, and anchoring to structures designed by others
Property Services, including but not limited to: determining zoning, applying for rezoning, variances, and/or subdivision of property
Work required to accommodate any concealed or unknown conditions that are encountered at the Project Site that differ materially from those ordinarily found to exist and generally recognized as inherent in construction activities

ASSIGNED PERSONNEL
The following personnel from Consultant will be assigned to this Project, and will have the responsibilities described: Christina Hite	Principal in Charge / Principal III
John Griffin	Senior Project Manager / Landscape Architect III

PROJECT SCHEDULE
Consultant is prepared to begin work on the Project immediately upon receipt of the executed Agreement. Consultant, in consultation with the Client, shall perform its work in such a manner as to comply with a mutually agreed schedule.

COMPENSATION
Consultant will provide the Scope of Services for the fees outlined below. Direct expenses will be billed in addition to the fees listed below, at cost plus a 10% administration fee. Direct expenses for this Project are estimated not to exceed $1,000. Direct expense may include, but are not limited to, costs associated with travel, printing and reprographics.

PART I DREAM/DISCOVER/DESIGN	$9,100	Lump Sum	
PART II DOCUMENT	$18,600	Lump Sum	
PART III DELIVER	$7,300	Lump Sum	
Total	$35,000	Lump Sum	
Reimbursable Expense	$1,000 HNTE

OTHER LABOR RATES
Rates for expert testimony, litigation support, personal service contracts, and depositions/court appearances are subject to an additional premium. If additional services are authorized during the performance of a contract, compensation will be based on the Schedule of Fees in effect at the time the services are authorized.
7

ANNUAL BILLING RATE ADJUSTMENTS
Billing rates are adjusted each year to reflect updated labor cost categories. Labor cost of work authorized in subsequent calendar years will be based on current billing rates for those years.

8

SEGMENT "A"

SEGMENT "B"

SEGMENT "C"

SEGMENT "D"

SEGMENT "E"

SEGMENT "F"

	

			

			

			

SEGMENT "G"

SEGMENT "H"

						

GREENEWAY IMPROVEMENT DISTRICT

District's Financial Position and Budget to Actual YTD

As of 8/31/2019

GreeneSwtaateymImenptroofvAecmtievnititeDs istrict

General Fund

Debt Service

Capital Projects Fund

General Long­ Term Debt

To1al

Revenues

On-Roll Assessments	$430,350.69								S-430,350.69	
Off-Roll Assessments	41 2,985 18 								412,985. 18 	
Inter-Fund Transfers ln 	3,650.62								3,650.62	
On-Roll Assessments			$1,850,453.53						1 ,850,453.53	
Other Assessments			2,71 8,444.64						2,718,444.64	
Other Income & Other Financing Sources			282,284.94						282,284.94	
Inter-Fund Group Transfers In			5,380.36						5,380.36	
Debt Proceeds			38, 260.87						38,260.87	
Other Income & Other Financing Sources					$3,21 6,356.78				3,21 6,356.78	
Inter-Fund Transfers In					(9,030.98)				(9,030.98)	
Debt Proceeds					310,000.00				310,000.00	
Total Revenues	$846 986.49		$4,894,824.34		$3,517,325.80		$0.00		S9,259, 1 36.63	

Expenses

Supervisor Fees	$3,400.00	$3,400.00	
Public Officials' Liability Insurance	2,244 00	2,244.00	
Trustee Services	3,928.39	3,928.39	
Management	36,666.63	36,666.63	
Engineenng	6,985.50	6,985.50	
Dissem1nat,on Agent	5,000.00	5,000.00	
Property Appraiser	1 ,672.00	1,672.00	
District Counsel	20,371 ,73	20,371 .73	
Assessment Administration	7,500.00	7,500.00	
Audit	4,395.00	4,395.00	
Travel and Per Diem	86.70	86.70	
Telephone	218.24	21 8.24	
Postage & Shipping	1,055.99	1 ,055.99	
Copies	2.504 25	2,504.25	
Legal Advertising	6,930.86	6,930.86	
Miscellaneous	215.55	21 5.55	
Property Taxes	477.29	477.29	
Web Site Maintenance	1,1 75.99	1,1 75.99	
Dues, Licenses, and Fees	175.00	1 75.00	
Electric	6,439.41	6,439.41	
Water Reclaimed	38,731 .74	38,731 .74	
General Insurance	2 525 00	2,525.00	
Property & Casualty	5 987.00	5,987.00	
Irrigation	37,490 31	37,490.31	
Landscap·ng Maintenance & Material	209.204.25	209,204.25	
Tree Trimming	20,810.50	20,81 0.50	
Flower & Plant Replacement	86,613.60	86,613.60	
Contingency	18,241 .83	18,241 .83	

Page 1  of 2

As of 8/31/2019

GreenSewtaateymImenptroofvAecmtievnititeDs istrict

	Projects Fund		Term Debt	focal	
IME - Aquatics Maintenance	3,306.60							3,306.60	
IME • Irrigation	8,791 .40							8,791.40	
IME • Landscaping	89,263.80							89,263.80	
IME • Lighting	2,1 97.39							2,197 39	
IME • Miscellaneous	2,828.85							2,828 85	
IME • Water Reclaimed	873.88							873.88	
Entry and Wall Maintenance	3,000.00							3,000.00	
Hardscape Maintenance	350.00							350.00	
Streetlights	73,300.29							73,300.29	
Principal Payments			$1 ,000,000.00					1 ,000,000.00	
Interest Payments			2,578,629.81					2,578,629.81	
Trustee Services					S7,000.00			7,000.00	
Management					195,000.00			1 95,000.00	
Engineering					224, 666 31 			224,666.31	
District Counsel					50,720.10 			50,720. 10 	
Trustee Counsel					6,500.00			6,500.00	
Bond Counsel					31 ,000.00			31 ,000 00	
Legal Advertising					677. 75			677 75	
Landscaping Maintenance & Material					10,718.57			10,718 57	
Contingency					5,531 ,493.54			5,531,493 54	
Total Expenses	$714,958.97		$3,578,629 81		S6,057,776.27		$0.00	$10, 351 ,365.05	

General Fund	Debt Service	Capital	General Long-

Other Revenues (Ex11enses} & Gains (Losses}

Interest Income
Interest Income	$5,523.67		
S11 ,272 70						S5,523.67 11 ,272.70	
Interest Income					S2,341.56				2,341.56	
Total Other Revenues (Expenses> & Gains ! Losses)	$5,523.67		$11 .272 70		$2,341 .56		$0.00		$19,1 37.93	
Change In Net Assets	S1 37 551.19 		S1, 327,467 23		($2,538, 108.91)		$0.00		(S 1 ,073,090.49 1	
Net Assets Al Beginning Of Year	$37 061 . 13 		$3,973,346.10		$1 ,805,897.00		$0.00		S5,816. 304.23	

Net Assets At End Of Year	
$1 74,612.32		
$5,300,813.33		
(S732, 211 91) 		
$0.00		
$4,743,213.74	

Page 2 of 2

Greeneway Improvement District

Total

Stateroont of Financial Position As of 8/31/2019

Current Assets

General Fund	Debt Service	Capital Projects
Fund

Awl!

General Long- Term Debt

Genera Checking Account	$167 347.97								$167,347.97	
State Board of Admrnistration	1,497.48								1,497.48	
Prepaid Expenses	2,419.89								2.419.89	
Oeposils	1 ,251.00								1,251.00	
Infrastructure Capilal Reserve	9,782.33								9,782 33	
Interchange Maintenance Resel'lle	12 626.03								12,626.03	
Due From Other Funds			$3 720.35						3,720.35	
Debt Service Resel'lle (Series 2013)			3,551 , 1 96.88						:1,551,196.88	
Debt Service Reserve (Series 2018)			317,352 20						31 7,352.20	
Revenue (Series 2013)			445, 680.22						445,680.22	
lrlterest (Series 2013)			24 456.23						24.456.23	
Interest (Series 20181			94 31						94 31	
Ptepayment (Series 2013)			958,31 3. 14 						958,313.14 	
General Chetking Ac,; ount					$7,072.39				7,072 39	
Acquisition/Construct on 1Series 2013)					9,002 77				9,002.77	
Acquisition/Cc;mstruct on {Series 20181					1 18,759.85				118,759 85	
Tolal Cuirent Asset�	$194,924.70		SS,300.813.33		$134,835 01		SOJlO		S5.630.573.04	

Investments
Amount Available in Debt Service Funds Amount To Be Pmvided
Total lnvestmenls

Total Assets

$0.00	so.oo	S000

$l94,!W4 70	S5.300,813.33	$134,83,S.01

55,297,092.98	S5.297,092.98
43,662,907.02	43,662 907.02
S48,950,000.00	S48,960.000 00

$48.960,000.00	$54,590,573.04

 

Current liabilities	liabilities and Net Assets		
Due To Other Governmental Units
Accounts Payable	SW.312 38.	
$394,216.58				S20.312.38 394.216.58	
Reta nage Payable	 	       		472,830.34				472,830.34	
Total Current Liabilities	$20,312 38	S0.00	$867. 046,92		$0,00		S887,359 30 	

long Term Liabilities							
Revenue Bonds Payable • Long-Term							S48.960,000.00		$48,960,000.00	
Total Long Term Lrabirt,es	$0.00		SOOD		SO.OD		$48.960,000.00		$48,960,000.00	
Total Liabilities	$20.312.38		S0.00		$867,046.92		$48.!l60,000.00		$49.847,JS9.30	

Net Assets										
Net Assets, Unrestncted	$50,369.29								$50,369.29	
Current Year Net Assets Unrestricted	3 650.62								3,650 62	
Net Assets - General Government	(13 308.16)								( 13,308,t6J	
Current Year Net Assets • General Government	133,900.57								133 900.57	
Ne! Assets. Unrest11cted			$3,973,346.10						3,973,346.10	
Current Year Net Assets, Unrestricted			1 .327,467.23						1 ,327.467 23	
Net Assets, Unrestricted					($1 0,264,278.801				(1 0,264,278 80)	
Net Assets Unrestricted					2,356,801.62				2,356,801 62	
Current Year Net Assets, Unrestrlctvd					(2,538. 1 08.91 l				(2,538 108.91)	
Net Assets - General Government					9,713,374 18				9,713,374.18	
Total Net Assets	$174,612.32		$5,300,813.33		($732.2 11 .91)				$4,743 213.74	

Total liabilities and Net Assets	$194,924.70		$5 300,813.33		$134,835 01 		$48,960,000.00		$54,590.573 04	

Pagei oli

Greeneway Improvement District
Budget to Actual
For the Month Ending 08/31/201 9

FY 2019
VTD Actual	VTD Budget	VTO Variance	Adopted
Budget

Revenues
On-Roll Assessments	s	430,350.69	s	425,300.32	$	5,050.37	$ 463,963.98
Off-Roil Assessments	41 2,985.18	326,953,89	86,031 .29	356,676.97
Net Revenues	s	843,335.87	s	752,254.21	s	91 ,081.66	s 820,640.95
General & Administrative Ex11:enses Legislative
Superv sor Fees	s	3 ,400.00	s	6,600.00	$	(3,200.00)	$	7,200.00
Financial & Administrative
Publi c Officials" Liability Insurance	2,244.00	2, 291 .67	(47.67)	2,500.00
Trustee Services	3,928.39	2,291.67	1 ,636.72	2,500.00
Management	36,666.63	36,666 67	(0 04)	40.000.00
Engineering	6,985.50	9,166. 67	(2. 181.17)	10,000.00
Dissemination Agent	5,000.00	4,583 33	416.67	5,000.00
Property Appraiser	1 ,672.00	1 ,375. 00	297.00	1,500.00
District Counsel	20,371.73	20,166.67	205.06	22,000.00
Assessment Administration	7,500.00	6,875.00	625.00	7,500.00
Audit	4,395.00	5,041 67	(646.67)	5.500.00
Travel and Per Diem	86.70	137.50	(50 80)	1 50.00
Telephone	218.24	458.33	(240.09)	500.00
Postage & Shipping	1,055.99	458,33	597.66	500.00
Copies	2.504.25	1 ,833.33	670.92	2,000.00
Legal Advertising	6,930.86	3,483.33	3,447.53	3,800.00

Bank Fees	45.83

50.00

Miscellaneous	21 5.55	2,291.68	(2,076.13)	2,500.00
Property Taxes	477.29	1,375.00	(897.71)	1,500.00
Web Sile Maintenance	1 , 1 75.99	1,1 45.83	30. 16	1,250.00
Dues.  Licenses. and Fees	1 75.00	160.42	14.58	1 75.00
Total  General & Administrative Expenses	s	1 05,003.12	s	1 06,447.93	s	(1 ,444.81)	s	11 6,1 25.00

Page 1  of 2

Budget to Actual

Greeneway Improvement District

For the Month  Ending 08/31/2019

FY 2019
YTD Actual	YTD Budget	YTD Variance	Adopted
Budget
Field Operations Electric Utility Services
Electric	s	6,439.41	s	4,583.33	s	1 ,856.08	s	5,000.00
Water-Sewer Combination Services
Water Reclaimed
Other Physical Environment	38,731.74	18,333.33	20,398.41	20,000.00	
General Insurance	2, 525.00	2,750.00	(225.00)	3,000.00	
Property & Casualty Insurance	5.987.00		5. 987,00		
Other Insurance		687.50	(687. 50)	750.00	
Irrigation	37,490.31	27,500.00	9,990.31 	30,000.00	
Landscaping Maintenance & Material	209,204.25	209,583.00	(378.75)	228,636.00	
Tree Trimming	20,810.50	36,666.67	(15,856, 17)	40,000.00	
Flower & Plant Replacement	86,613.60	45,833.33	40,780. 27	50,000.00	
Contingency	1 8,241 .83	16. 146.17	2,095.66	17,61 4.00	
Hurrrcane Cleanup
Interchange Maintenance Expenses		4. 583,33	(4,583.33)	5,000.00	
IME • Aquatics Maintenance	3,306.60	3.498.00	(191 .40)	3,81 6.00	
IME • Irrigation	8,791.40	33. 000.00	(24,208. 60)	36,000.00	
IME • Landscaping	89,263.80	8-0.898.84	8,364. 96	88,253.28	
IME • Lighting	2,1 97.39	1 8,333.33	(16,135.94)	20,000.00	
IME - Miscellaneous	2,828.85		2,828 85		
IME • Water Reclaimed	873 88	3,300.00	(2.426.12)	3,600.00	
Road & Street Facilities					
Entry and Wall Maintenance	3,000.00	2,750.00	250.00	3,000.00	
Hardscape Maintenance	350 00	2,750.00	(2,400.00)	3,000.00	
Streetlights	73,300. 29	91,666.67	(1 8,366.38)	1 00,000.00	
Accent Lighting		1,833.33	(1, 833.33)	2,000.00	
Parks & Recreation					
Personnel Leasing Agreement
Reserves		1 8,333.33	(1 8,333.33)	20,000 00	
Infrastructure Capital Reserve	20,350.00	(20,350.00)	22,200.00	
Interchange Maintenance Reserve	2,884.45	(2,884.45)	3,1 46.67	
Total Field Operations Expenses	s	609,955.85	s	646,264.61	s	(36,308.76)	s	705,015.95	
Total Expenses	s	7141958.97	s	752z712.54	s	!37z753.57!	s	82111 40.95	
Income (Loss) from Operations	s	128,376.90	s	(458.33)	s	128,835.23	s	(500.00)	
Other Income (Expense!
Interest Income	s	5,523.67	$	458.33	s	5,065.34	$	500.00
Total Other Income (Expense)	s	5,523.67	$	458.33	s	5,065.34	$	500.00
Net Income (Loss)	s	133,900.57	$	$	1 33,900.57	s

Page 2 of 2

Greeneway Improvement Oislrlcl
Budget to Actual
For the Month  Ending 08/31/2019

f""vmAcitual

!!!DD.llll

Oct•18	Nov-18	Dec-18	Jan-19	Feb-19	Mar-19	Apr•19	May-19	Jun-19	Jut-19	Aug-19

On·AOII Assessments	I	s     !,:IE0.99        $  250,15235         $   28,443.42        s   24,988.36      s   58,357 19       s    3.495.80        $    42,396.67        $   10,590.30       $      5,856 11        $	809.50         $  430.350.69
Off-Roll Assessmenls	206,493.02	277 76	102 968 15	103 246.25	412,985 18 
Net Revenues	$	S 21 1 ,754.01	S 250,152.35	S 28,721 .18	S 127,956.51	s 58,357.19	s   3,495.80	S 145,642.92	S 10,590.30	s 5,856.11	$	809.50	S 843,335.87
�eneral 6 Administmtive ExQ!n1:1s

s	200.00	$	40000	s	400.00	s	40000	s	400.00	s	400.00	s	40000	s	400.00	$	200,00	$	$	200.00 I	s 3,400.00	
	2,244.00																2,244.00	
	2,1 99,90														1,728.49		3,928.39	
	3,333.33	3,333.33		3,333.33		3,333.33		3,333.33		3,333.33		3,333.33	3,333.33	3.33333		3,333.33	38,666.63	
		606.00		887.00		648.50		633.50		598.00		783,50	2,151.50	47750				

Legislallve
Supen,rsor Fees
Financial 6 Adm,nlstratlve
Publle Otlictals' Liability Insurance
Trus1ee Fees Management Engineering

5,000.00

Dissemination Agenl	1,250.00	3,750.00
Propeny Appraiser	1,672 00
Dis1riet Counsel	1,341 10	1,989 00	2.42755	2,639.60	2,085.98	5,481,39	2,831 11	1,576.00	20,371.73
Assessment Admtnislrat1on	7 500.00	7,500.00
Audit	4 395.00	4,395.00
Ttavel ana Per Diem	30.28	18 32	9,22	14 44	4 64	9.80	86.70

Telephone	93.61	19.47

J069	19.69	6.16	33 11	9,02	218,24

Postage & Sh1ppin9	15.80	34 19	24 77	13.12	2341	944.70	1 ,055.99
Cop,es	27 00	29250	11!1.:!10	144,(1(1	1 ,760.25	2,504.25
Legal Adven•s1ng	252 50	366 75	181 .2!!1	181 i"'	l11.�O	1,446.27	200.00	200.00	3,703.34	6,930.86
Bank Fees
Miscellaneous	32 70	18285	215 55
Properly Taxes	47729	477.29
Website Mainl8"ance	1015.00	105.00	11)5 00	10Sll0	10500	10500	105,00	10S00	105.00	10500	12599	1,17599
Dues Licenses and Fees	175.00	175.00
Total Gene,al 6 Adm,nistrative E1penses	$ 16,009.73	$   7,381.76	s   6,430.91	s  6,813.06	s 8,553.811	s   7,625.48	s   8,173.77	$  20,015.03	s   4,148.94	$    8,20695	s  11,643.61	S  105,003.12

P'l?I 1 04 Z

Greeneway Improvement District
Budget to Actual
For the Month Ending 08/31 /2019

Oct-18	Nov-18	Dec-18	Jan-19	Fel>-19	Mar-19	Apr•19	M•y-19	Jun-19	Jul-19	Aug-19	YTDActual
Field OaratJons
Etectric Utility Services
Eleclnc	J	'	$     1,144 7',	$	515.01	s	637 57	s	596.06	s	851 02	s	661 06	$	688.22	s	632,48	$	653.24	s 6,439.41
Wator•Sower Combination Services
Wa1er Aeda1med	4,365.69	6.770 97	4.270.91	3.558.22	3 627 22	4 091 01	4 973.26	4.096 16	2,978.30	38,731,74
Ottler Physical Environment
Gene,at Insurance	��2'500	2,525.00
Propeny& Casuatty Insurance	5.987 00	5,987.00
Other Insurance	-
irrigation	1,241.50	1,708.00	5,90071	1.139.00	1.922.00	5.150.00	7,807.611	10,885.60	1,436.90	299.00	37,490.31

.

Landsc�ng Maintenance & Matenal	16.660.25	16,600.25	16,660 25	16.660.25	16.660.25	22.646 75	20.651 ,25	20,651.25	20.651 25	20.651.25	20.651.25	209,204.25

Tree Tnrnrn111g
flower & Plana Replacemen1	2.614.40	39.477 90

11 1 00.00	8.960.00	750.50	20,810.50
8.184.20	1,707.00	12.34320	7 926.80	4.655 80	9,704.30	86,613.60

C0111111gency	3,700.0Q	3.126,Btl	11 ,41 5.03	18.241.83
Humcane Cleanup
Interchange Maintenance E1r:penses
IME - Aquatics Mamlenance	601.20	30060	30060	:ioo.eo	300.«o	300.60	300.60	300.60	300.60	300.60	3.306.60

7,354 44

IME 1rngali011	10.80	591 55	336 15	2. 100.10	81 90	41 94	5,628.96	8,791.40

IME • Landsc:ap,ng	7,354.44	7 354 44	7,354.44	7,354 44
IME • Ltghling	98.Z8	2S2.47	20073	105.66

8,832 60	7.354.44	7 354.44	14,70888	14,241 24	89.263.80
40\l.41	7948	69.6�	72-09	6809	75.26	2,197 39

IME • Moscellaneo,.,s	1 26576	261 00	1.189.80	11 ?. 29	2,828 85
IME • Wa1er Recla,med Road 6 Street Facilities		9539	142 08	9U0	11079	'.l1 30	83.96	89.18 	96 13 	65 83	6632	873.88	
Enlry and Wall Maintenance							�.000.00					3,00000	
Hardscape Maimenance											3511..00	350.00	
S1,eell,ghls
Accen1 L,ghling	33050	511 .15	15 98697	6 885.28	ii. 89.? :Jl	6.876 }0	7,13847	7,1 26 68	7.133.83	7 206 35	7 211 94	73,300 29	
Parka 6 Recreation
Personnel Leas,11g Agreemenl

.

Res.rves
Infrastructure Gaipitai Resetve

s

)nten,;hange Mainleoance Ae11rve	-
Total Field Operations Ew:penses	$   28,209.97	S  35,794.40	$   92,810.68	$  40,736.66	$   47.425.50	$  53,808.64	S  57,982.90	74,572.87	$  47,444.42	S  56,843.87	$     74,325.94	S 609.955.aS

Touot E,penses	$ 44,219.70	$ 43,176.16	$ 99,241.59	$ 47,549.72	$ 55979.33	$ 61,434.12	S 66,156.67	$ 94,587.90	$ 51,593.36	$ 65,050.82	$ 85,969.55	S 714 951.97
Income (Loss) from Operalions	$ (44,219.70)	$168,577.85	$ 150,910.76	$ (18,828.541	$ 71,977.13	$ (3,076.93)	$ (62.660.87)	$  51,055.02	$ (41,003.06)	$ (59,194.71)	$  (85,160.05)	$ 128,376.90
Qther income «E1.e,ns,)
Interest Income	$	5.89	$	5 74	s	67765	s	13 22	s	5.46	s  4,027.69	s	13.45	s	10.58	$	707.60	$	48.71	$	7.68	$  5,523.67
Total Other Income (E•pense)	$	5.89	$	5.74	$	677.65	s	13 22	s	5.46	$   4,027.69	s	13.45	$	10.58	$	707.60	$	48.71	$	7.68	s 5,523.67
Net Income (Loss)	S (44.213.81)	S 168,583.59	$ 151,588.41	$ (18,815.32)	$ 71,982.59	$	950.76	S (62,647.42)	$  51,065.60	S (40,295.46)	$ (59,146.00)	s (85,152.37)	S 133,900.57

l"ag,,)  2 <)j2 

Greeneway Improvement District Construction Tracking - early September

Series 2013 Bond Issue
Original Construction Fund	$
Additions (Interest, Transfers from DSR, etc.) Cumulative Draws Through Prior Month
Construction Funds Available	$

Requisitions This Month

Total Requisitions This Month	$
Series 2013 Construction Funds Remaining	$

Series 2018 Bond Issue	$
Additions (Interest, Transfers from DSR, etc.) Cumulative Draws Through Prior Month
Requisitions This Month
Requisition #S201 8-030: Donald W. McIntosh Associates	$
Total Requisitions This Month	$
Serles 2018 Construction Funds Remaining	$

Current Committed Funding
Lake Nona South - Traffic Control Devices	$ Nemours Parkway Phase 4 - Yellowstone Landscape Nemours Parkway Phase 6 - Jr. Davis
Lake Nona Hartwell Court Extension - DeWitt Excavation Lake Nona Nemours Parkway Phase 7 - Jr. Davis
Total  Current Committed Funding	$

Upcoming Committed Funding
Lake Nona Kellogg Avenue Extension - DeWitt Excavation $

Total  Upcoming Committed Funding	$

Total Committed Funding	$

INet Uncommitted

September 11, 2019

Amount

48,700,000.00
578,109.18
(4-9-,2-7-0-,1-9-2-.-3-3)
7,916.85

===========
----------
7,916.85

24,000,000.00
71 ,534.00
(3,552,261 .59)

---(-7-,4--8-5-.-6-0)

20,511 ,786.81

(54,546.10)

(1 06,857.38)
(4,553.03)
(-2-,2-1-1-,0-1-4-.-6-0)
(2,376,971 .11) 

--(5-8-6-,8-1-2-.-1-4)
(586,81 2.14)

(2,963,783.25)

1 1.sss.920.41 I

Greeneway Improvement District FY 2019
Cash Flow Analysis

	Beg. Cash	FY18 Inflows	FY18 Outflows	FY19 Inflows	FY19 Outflows	End. Cash		
10/1/2018	4,499. 76	33,166 90	(27,247 04)	6106S		5,400.77		
11/1/2018	5,400.77		(3,766 68)	235,975 89	(76,859 321	160,750.66		
12/1/2018	160,750.66		(1,202 401	1,394,381 28	(735,704.80)	818,224 74		
1/1/2019	818,224.74			136,470.07	(678,444. 72)	276,25009		
2/1/2019	276,250.09			261,390.01	(183,917 67)	353,722 43		
3/1/2019	353,722 43			330,302. 13	(325,886.77)	358,137 79		
4/1/2019	358,137.79			27,311.22	(95,472. 88)	289,976. 13		
5/1/2019	289,976. 13			233,360.34	(166,204.37)	357,132 10		
6/1/2019	357,132 10			67,457.53	(121,720. 13)	302,869.50		
7/1/2019	302,869 so			30,373.89	(85,753 06)	247,490. 33		
8/1/2019	247,490 33			4,532 79	(84,675 15)	167,347 97		
9/1/2019	167,347 97				(25,346 67)	142,001 30	as of 09/11/2019	

FY 19 Totals	33,166 90

(32,216 12)	2,722,165.80	(2,585,615 041

As of 09/11/2019