Title: Amelia National CDD 9.28.26 Continued from 8.10.26
Company: PFM FA LLC
Category: RFP #

Amelia National Community Development District
3501 Quadrangle Boulevard, Suite 270 | Orlando, FL 32817
PHONE 407-723-5900, FAX 407-723-5901
www.amelianationalcdd.com

The Continued meeting of the Board of Supervisors of Amelia National Community Development District will be held Monday, September 28, 2026, at 11:30 a.m. 95211 Clubhouse Road, Fernandina Beach FL 32034. The agenda is as follows:

ATTENDEES: Please identify yourself each time you speak to facilitate accurate transcription of meeting minutes.

Call in number: 1-844-621-3956

Passcode: 2538 286 6774

Join online: https://pfmcdd.webex.com/meet/ripollv

BOARD OF SUPERVISORS’ MEETING AGENDA

Organizational Matters

•
•

Call to Order/Roll Call
Public Comment [for any members of the public desiring to speak on any proposition before the Board]

Vendor Report
District Engineer: Alliant
Update of Pond 23 and Wild Cherry Project
Old Business Matters

2.
3.
4.

Discussion of Amelia National CDD Map
Discussion about Front Entrance Maintenance Responsibility
Review and Consideration of Acquisition of Improvements for Phase One-C Segment and One-D Segment 2A Improvements

New Business Matters

5.

Consideration of Resolution 2026-07, Adopting the Annual Meeting Schedule and Workshop Schedule for Fiscal Year 2026-2027
Review and Consideration of Reserve Study Proposals
Discussion of Board Approval to move Accounts from Wells Fargo to Valley Bank Update on Pond Maintenance By: Supervisor Phelleps
Ratification of Payment Authorization Nos. 335-341 Review and Consideration of District Financials

6.
7.
8.
9.
10.

Staff Reports

•
•

District Counsel: Persson, Cohen, Mooney, Fernandez & Jackson, P.A.
District Manager: PFM Management Services LLC

•

Field Manager: Leland Management
a. Work Order Spreadsheet Supervisor Requests

•

Adjournment

Amelia National Community Development District

District Engineer: Alliant
Update of Pond 23 and Wild Cherry Project

Amelia National Community Development District

Discussion of Amelia National CDD Map

0

400

800

80' UTILITY ESMT
ORB 673 PG 1452

50' CONSTRUCTION - MAINTENANCE ESMT
AND RIGHT-OF-WAY ORB 21 PG 44

25' UTILITY ESMT
ORB 164 PG 580

DISTRICT
BOUNDARY

LEGEND

UNPLATTED AREAS

AMELIA NATIONAL ENTERPRISE LLC

AMELIA NATIONAL GOLF CLUB LLC

AMELIA NATIONAL COMMUNITY
DEVELOPMENT DISTRICT
AMELIA NATIONAL PROPERTY OWNER ASSOCIATION INC
PRIVATE QUARTER CLUB AT AMELIA NATIONAL
PROPERTY

INDIVIDUAL LOT OWNERS

JEA

NASSAU COUNTY GIS OWNERSHIP PARCELS
AMELIA NATIONAL CDD
2026-02-06

NOTE:
MAP IS BASED ON THE NASSAU COUNTY PROPERTY APPRAISER GIS DATA, DATED FEBRUARY 2, 2026 AND COUNTY RECORDED PLATS.

2025-01-25 pae-jaxciv-bspres

P:\Projects\Prosser\115\115040-01-AMELIA NATIONAL CDD\CADD\CDD Exhibits\115040.04 CDD GIS Parcel Exhibit.dwg [CP1.01] 3/3/2026 11:42:31 AM Kathy Weber

0

400

800

80' UTILITY ESMT
ORB 673 PG 1452

50' CONSTRUCTION - MAINTENANCE ESMT
AND RIGHT-OF-WAY ORB 21 PG 44

25' UTILITY ESMT
ORB 164 PG 580

DISTRICT
BOUNDARY

LEGEND

STORMWATER POND ID

UNPLATTED AREAS

AMELIA NATIONAL ENTERPRISE LLC

AMELIA NATIONAL GOLF CLUB LLC

AMELIA NATIONAL COMMUNITY
DEVELOPMENT DISTRICT
AMELIA NATIONAL PROPERTY OWNER ASSOCIATION INC
PRIVATE QUARTER CLUB AT AMELIA NATIONAL
PROPERTY

INDIVIDUAL LOT OWNERS

JEA

WETLAND MANAGEMENT OWNERSHIP
AMELIA NATIONAL CDD
2026-02-06

NOTE:
MAP IS BASED ON THE CURRENT DEVELOPMENT PLAN WHICH MAY BE SUBJECT TO MODIFICATION.

2025-01-25 pae-jaxciv-bspres

P:\Projects\Prosser\115\115040-01-AMELIA NATIONAL CDD\CADD\CDD Exhibits\115040.04 CDD Wetlands Exhibit.dwg [CP1.01] 2/6/2026 3:05:48 PM Kathy Weber

0

400

800

80' UTILITY ESMT
ORB 673 PG 1452

50' CONSTRUCTION - MAINTENANCE ESMT
AND RIGHT-OF-WAY ORB 21 PG 44

25' UTILITY ESMT
ORB 164 PG 580

DISTRICT
BOUNDARY

LEGEND

STORMWATER POND ID

UNPLATTED AREAS

AMELIA NATIONAL ENTERPRISE LLC

AMELIA NATIONAL GOLF CLUB LLC

AMELIA NATIONAL COMMUNITY
DEVELOPMENT DISTRICT

INDIVIDUAL LOT OWNERS

JEA

STORMWATER
MANAGEMENT POND OWNERSHIP
AMELIA NATIONAL CDD
2026-02-06

NOTE:
MAP IS BASED ON THE CURRENT DEVELOPMENT PLAN WHICH MAY BE SUBJECT TO MODIFICATION.

2025-01-25 pae-jaxciv-bspres

P:\Projects\Prosser\115\115040-01-AMELIA NATIONAL CDD\CADD\CDD Exhibits\115040.04 CDD SWMF Exhibit.dwg [CP1.01] 2/6/2026 3:06:06 PM Kathy Weber

0

400

800

80' UTILITY ESMT
ORB 673 PG 1452

50' CONSTRUCTION - MAINTENANCE ESMT
AND RIGHT-OF-WAY ORB 21 PG 44

25' UTILITY ESMT
ORB 164 PG 580

DISTRICT
BOUNDARY

LEGEND

STORMWATER POND ID

UNPLATTED AREAS

AMELIA NATIONAL ENTERPRISE LLC

AMELIA NATIONAL PROPERTY OWNER ASSOCIATION INC
PRIVATE QUARTER CLUB AT AMELIA NATIONAL
PROPERTY

ROADWAY MANAGEMENT
AMELIA NATIONAL CDD
2026-02-06

NOTE:
MAP IS BASED ON THE CURRENT DEVELOPMENT PLAN WHICH MAY BE SUBJECT TO MODIFICATION.

2025-01-25 pae-jaxciv-bspres

P:\Projects\Prosser\115\115040-01-AMELIA NATIONAL CDD\CADD\CDD Exhibits\115040.04 CDD Roadways Exhibit.dwg [CP1.01] 2/6/2026 3:06:26 PM Kathy Weber

0

400

800

80' UTILITY ESMT
ORB 673 PG 1452

50' CONSTRUCTION - MAINTENANCE ESMT
AND RIGHT-OF-WAY ORB 21 PG 44

25' UTILITY ESMT
ORB 164 PG 580

DISTRICT
BOUNDARY

LEGEND

STORMWATER POND ID

UNPLATTED AREAS

AMELIA NATIONAL ENTERPRISE LLC

AMELIA NATIONAL GOLF CLUB LLC

AMELIA NATIONAL COMMUNITY
DEVELOPMENT DISTRICT
AMELIA NATIONAL PROPERTY OWNER ASSOCIATION INC
PRIVATE QUARTER CLUB AT AMELIA NATIONAL
PROPERTY

INDIVIDUAL LOT OWNERS

JEA

LANDSCAPE MANAGEMENT
AMELIA NATIONAL CDD
2026-02-06

NOTE:
MAP IS BASED ON THE CURRENT DEVELOPMENT PLAN WHICH MAY BE SUBJECT TO MODIFICATION.

2025-01-25 pae-jaxciv-bspres

P:\Projects\Prosser\115\115040-01-AMELIA NATIONAL CDD\CADD\CDD Exhibits\115040.04 CDD Landscape Exhibit.dwg [CP1.01] 3/3/2026 11:59:58 AM Kathy Weber

Amelia National Community Development District

Discussion about Front Entrance Maintenance Responsibility

Amelia National Community Development District

Review and Consideration of Acquisition of Improvements for Phase One-C Segment and One-D Segment 2A Improvements

ACQUISITION OF IMPROVEMENTS
AMELIA NATIONAL COMMUNITY DEVELOPMENT DISTRICT
AMELIA NATIONAL PHASE ONE-C SEGMENT 4 AND ONE-D SEGMENT 2A IMPROVEMENTS

Amelia National Community Development District c/o PFM Group Consulting, LLC
3501 Quadrangle Boulevard, Suite 270
Orlando, Florida 32817

RE:

Amelia National Community Development District
Acquisition of Completed Amelia National Phase One-C Segment 4 and One-D Segment 2A Improvements

Dear District Manager:

Pursuant to the Agreement by and Between the Amelia National Community Development District and Amelia National Enterprise,, LLC regarding the Acquisition of Certain Work Product and Infrastructure, dated June 21, 2004 and further Acknowledgement of the Continued Effectiveness of the Acquisition Agreement dated March 20, 2006 (collectively the “Agreement”), by and between the Amelia National Community Development District (“District”) and Amelia National Enterprise, LLC (“Developer”) and the Amelia National Community Development District Improvement Plan, dated February 9. 2006 (“Engineer’s Report” or “Capital Improvement Plan”) you are hereby notified that the Developer has completed and wishes to sell (“Sale”) to the District certain improvements (“Improvements”) as further detailed in Exhibit A attached hereto. Subject to the terms of the Agreement, the following terms govern the proposed Sale:

•

As consideration for the Sale, and subject to the terms of the Agreement, the District agrees to pay from bond proceeds the amount identified in Exhibit A attached hereto, which represents the actual cost of constructing and/or creating the Improvements.

•

The Developer agrees, at the direction of the District, to convey or cause to be conveyed when finalized any and all site plans, construction and development drawings, plans and specifications, surveys, engineering and soil reports and studies, and approvals (including but not limited to licenses, permits, zoning approvals, etc.), pertaining or applicable to or in any way connected with the development, construction, ownership, and operation of the Improvements.

Sincerely,
AMELIA NATIONAL ENTERPRISE, LLC, a
Florida limited liability company

By: AMELIA NATIONAL HOLDINGS,
LLC, a Florida limited liability company Its: Sole Member

Morteza Hosseini-Kargar President

Enclosure

cc:

Andrew H. Cohen, District Counsel Neal Brockmeier, P.E., District Engineer

EXHIBIT A

Description of Improvements
The Amelia National Phase One-C Segment 4 and One-D Segment 2A Improvements identified in the contract between Amelia National Enterprise, LLC and W. Gardner, LLC, dated April 9^th, 2024 for the cost of:

Stormwater Management Facilities $3,354,916.87 Utilities $1,373,937.44

The total value of the improvements is $4,728,854.31.

AFFIDAVIT REGARDING COSTS PAID
(AMELIA NATIONAL CDD – AMELIA NATIONAL PHASE ONE-C SEGMENT 4 AND ONE-D SEGMENT 2A IMPROVEMENTS)

STATE OF FLORIDA COUNTY OF VOLUSIA

I, Morteza Hosseini-Kargar, of Amelia National Enterprise, LLC, a Florida limited liability company (“Developer”), being first duly sworn, do hereby state for my affidavit as follows:

1.

I have personal knowledge of the matters set forth in this affidavit.

2.

My name is Morteza Hosseini-Kargar and I have authority to make this affidavit

on behalf of Developer as shown below.

3.

Developer is the primary landowner and developer of certain lands within the

Amelia National Community Development District, a special-purpose unit of local government established pursuant to Chapter 190, Florida Statutes (“District”).

4.

The Amelia National Community Development District Improvement Plan, dated February

9^th, 2026 (“Engineer’s Report”) describes certain public infrastructure improvements and/or work product that the District intends to finance, fund, plan, establish, acquire, construct or reconstruct, enlarge or extend, equip, operate, or maintain pursuant to Chapter 190, Florida Statutes.

5.

Developer has expended funds to develop and/or acquire certain of the public

infrastructure improvements and/or work product described in the Engineer’s Report and more

specifically described in Exhibit A. The attached Exhibit A accurately identifies certain of those improvements and/or work product that have been completed to date and states the amounts that Developer has spent on those improvements and/or work product.

6.

No money is owed to any contractors or subcontractors for any work performed on

the completed improvements.

7.

In making this affidavit, I understand that the District intends to rely on this

affidavit for purposes of acquiring the infrastructure improvements and/or work product identified in Exhibit A.

Under penalties of perjury, I declare that I have read the foregoing Affidavit Regarding Costs Paid and the facts alleged are true and correct to the best of my knowledge and belief.

[CONTINUED ON NEXT PAGE]

Executed this 	 day of 	, 2026.

AMELIA NATIONAL ENTERPRISE, LLC, a
Florida limited liability company

By: AMELIA NATIONAL HOLDING,
LLC, a Florida limited liability company Its: Sole Member

Morteza Hosseini-Kargar President

STATE OF FLORIDA COUNTY OF VOLUSIA

The foregoing instrument was acknowledged before me by means of 𝖮 physical presence or 𝖮 online notarization, this     day of 	, 2026, by Morteza Hosseini-Kargar, as President of AMELIA NATIONAL HOLDING, LLC, a Florida limited liability company, as Sole Member of AMELIA NATIONAL ENTERPRISE, LLC, a Florida limited liability company, on behalf  of  the  company,  who  is  [  ]  is  personally  known  to  me  or  [  ]  produced
	 as identification.

(Official Notary Signature & Seal)

Print Name: 	 Notary Public, State of Florida

[NOTARY STAMP]

Exhibit A: Description of Improvements

EXHIBIT A

Description of Improvements
The Amelia National Phase One-C Segment 4 and One-D Segment 2A Improvements identified in the contract between Amelia National Enterprise, LLC and W. Gardner, LLC, dated April 9^th, 2024 for the cost of:

Stormwater Management Facilities $3,354,916.87 Utilities $1,373,937.44

The total value of the improvements is $4,728,854.31.

PREPARED BY AND RETURN TO:
J. Andrew Hagan, Esquire 2379 Beville Road Daytona Beach, FL 32119

SPECIAL WARRANTY DEED

THIS SPECIAL WARRANTY DEED is made this    day of 	, 2026, by AMELIA NATIONAL ENTERPRISE, LLC, a Florida limited liability company, whose address is 2379 Beville Road, Daytona Beach, Florida 32119, hereinafter called the “Grantor,” to AMELIA NATIONAL COMMUNITY DEVELOPMENT DISTRICT, a special purpose unit of local government established under Chapter 190, Florida Statutes, whose address c/o PFM Group Consulting, LLC, 3501 Quadrangle Boulevard, Suite 270, Orlando, Florida, 32817, hereinafter called the “Grantee.”

(Wherever used herein the terms “Grantor” and “Grantee” include all of the parties to this instrument and the heirs, legal representatives and assigns of individuals, and the successors and assigns of corporations or governmental entities.)

W I T N E S S E T H:

Grantor, for and in consideration of the sum of Ten and No/100 U.S. Dollars ($10.00), and other good and valuable consideration to it in hand paid by Grantee, the receipt whereof is hereby acknowledged, has granted, bargained and conveyed to Grantee, and Grantee’s successors and assigns, forever, the land lying and being in the County of Nassau, State of Florida, as more particularly described below (hereinafter, the “Property”):

Tracts C-1, C-2, C-3, C-4, (Conservation Tracts), and Tracts SWMF-1 and SWMF-2 (Stormwater Management Facilities), AMELIA NATIONAL PHASE “ONE-C SEGMENT FOUR” and PHASE “ONE-D SEGMENT TWO-A”, according to the plat

thereof recorded in Florida

, public records of Nassau County,

SUBJECT, HOWEVER, to all matters, restrictions, easements, encumbrances, limitations, reservations and covenants of record, if any, but this reference shall not operate to reimpose the same, together with taxes for 2026 and subsequent years (if any), and all applicable governmental, zoning and land use regulations.

TOGETHER, with all tenements, hereditaments, and appurtenances thereto belonging or in any way appertaining.

TO HAVE AND TO HOLD unto Grantee and Grantee’s successors and assigns in fee simple forever.

Grantor hereby specially warrants the title to the Property subject to the above-referenced encumbrances and restrictions and will defend the same against the lawful claims of all persons claiming by, through or under Grantor, but no others.

Plat Book 	, Page

IN WITNESS WHEREOF, the Grantor has hereunto set its hand and seal the day and year first above written.

Signed, Sealed and Delivered in Our Presence:

AMELIA NATIONAL ENTERPRISE, LLC,
a Florida limited liability company

By: AMELIA NATIONAL HOLDING, LLC, a
Florida limited liability company, its sole member

Printed Name:	 Address:	

By: Morteza Hosseini-Kargar Its: President

Printed Name:	 Address:	

STATE OF FLORIDA COUNTY OF VOLUSIA

The foregoing instrument was acknowledged before me by means of physical presence on this    day of 	, 2026, by Morteza Hosseini-Kargar as President of Amelia National Holding, LLC, a Florida limited liability company, sole member of Amelia National Enterprise, LLC, Florida limited liability company, on its behalf.

Signature of Notary Public

(SEAL)

Name of Notary Public (Typed, Printed or Stamped)

Personally Known 	 OR Produced Identification 	
Type of Identification Produced: 	

Note to Examiner: This instrument evidences a conveyance of an interest in unencumbered real estate as a gift and is exempt from Florida documentary stamp tax pursuant to Rule 12B-4.014(2)(a) Florida Administrative Code.

BILL OF SALE

(AMELIA NATIONAL CDD – AMELIA NATIONAL PHASE ONE-C SEGMENT 4 AND ONE-D SEGMENT 2A IMPROVEMENTS)

THIS BILL OF SALE AND LIMITED ASSIGNMENT is made to be effective as of
	, 2026, by Amelia National Enterprise, LLC, a Florida limited liability company, whose mailing address for purposes hereof is 2379 Beville Road, Daytona Beach, Florida 32119 (“Grantor”), and in consideration of the sum of Ten Dollars ($10.00) and other valuable consideration, to it paid by the Amelia National Community Development District, a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes (“District” or “Grantee”) whose address is c/o PFM Group Consulting, LLC, 3501 Quadrangle Boulevard, Suite 270, Orlando, Florida 32817.

BACKGROUND STATEMENT

This instrument is intended to convey certain property rights related to certain improvements (“Improvements”) as further described on the attached Exhibit A.

NOW THEREFORE, for and in consideration of the sum of Ten and No/100 Dollars ($10.00), and other good and valuable considerations, the receipt and sufficiency of which are hereby acknowledged, Grantor and Grantee, intending to be legally bound, do hereby agree as follows:

1.

Grantor hereby transfers, grants, conveys, and assigns to Grantee all right, title and

interest of Grantor, if any, in and to the following Improvements and other property interests as described below to have and to hold for Grantee’s own use and benefit forever but only to the extent related to the Improvements (and no more) and in each case without prejudice to or limiting the rights and remedies of Grantor thereunder:

a.

all of the transferable right, title, interest, and benefit of Grantor, if any, in, to and under any and all contracts, guaranties, affidavits (with the exception of lien waivers), warranties, bonds, claims, and other forms of indemnification, given heretofore and with respect to the construction, installation, or composition of the Improvements (and no further); and Also, the Grantor agrees to convey or cause to be conveyed when finalized any and all transferable site plans, construction and development drawings, plans and specifications, surveys, engineering and soil reports and studies, and approvals (including but not limited to licenses, permits, zoning approvals, etc.), pertaining or applicable to or in any way connected with the development, construction, and ownership of the improvements described in such subparagraphs, but only to the extent related to the Improvements (and no further).
All goodwill associated with the foregoing.

b.

c.

2.

Grantor hereby covenants that: (i) Grantor is the lawful owner of the Improvements;

(ii) the Improvements are free from any liens or encumbrances and the Grantor covenants to timely address any such liens or encumbrances if and when filed; (iii) Grantor has good right to sell the Improvements; and (iv) the Grantor will warrant and defend the sale of the Improvements hereby made unto the Grantee against the lawful claims and demands of all persons making the same against the Grantee by or through Grantor.

3.

All transfers, conveyances, and assignments made hereunder are made on an “as

is” basis. The Grantor represents that it has no knowledge of any latent or patent defects in the Improvements. The Grantor hereby assigns, on a non-exclusive basis, to the Grantee any and all rights against any and all firms or entities which may have caused any latent or patent defects in the Improvements, including, but not limited to, any and all warranties and other forms of

indemnification with respect to the same (subject to the Developer’s reservations of rights as more fully set forth herein). The Grantee is solely responsible for its use of the Property or interests transferred, conveyed or assigned hereunder on or after the date hereof. The District further agrees not to make revisions or modifications to any transferred, assigned or conveyed work product without prior written permission of design professional responsible for the same and that Developer is released from any liability in connection therewith, but only as to such revision or modification.

4.

By execution of this document, the Grantor affirmatively represents that it has the

contractual right, consent and lawful authority of any and all forms to take this action in this document and in this form. Nothing herein shall be construed as a waiver of Grantee’s limitations on liability as provided in Section 768.28, Florida Statutes, and other statutes and law.

5.

As consideration for the sale of the Improvements, Grantee agrees to pay the sums

set forth in the attached EXHIBIT A to the extent proceeds are available and eligible and pursuant to that certain Agreement by and Between the Amelia National Community Development District and Amelia National Enterprise, LLC regarding the Acquisition of Certain Work Product and Infrastructure,

dated June 21, 2004 and further Acknowledgement of the Continued Effectiveness of the Acquisition Agreement dated March 20, 2006 (collectively the “Agreement”), by and between the Grantor and Grantee.

6.

Grantor agrees, at the direction of the Grantee, to assist with the transfer of any

permits or similar approvals necessary for the operation of the Improvements.

[CONTINUED ON NEXT PAGE]

IN WITNESS WHEREOF Seller has caused this Bill of Sale to be signed in its name on the day and year first written above.

AMELIA NATIONAL ENTERPRISE, LLC, a
Florida limited liability company

WITNESS

By:

Amelia National Holding, LLC, a Florida limited liability company Sole Member

Print Name: 	

Its:

Print Name: 	

Morteza Hosseini-Kargar President

STATE OF FLORIDA COUNTY OF VOLUSIA

The foregoing instrument was acknowledged before me by means of 𝖮 physical presence or 𝖮 online notarization, this     day of 	, 2026, by Morteza Hosseini-Kargar, as President of Amelia National Holding, LLC, a Florida limited liability company, as Sole Member of Amelia National Enterprise, LLC, a Florida limited liability company, on behalf of the

company,	who

is

[  ]

is

personally	known	to

me

or	[  ]

produced

	 as identification.

(Official Notary Signature & Seal)

Print Name: 	 Notary Public, State of Florida

[NOTARY STAMP]

Exhibit A: Description of Improvements

EXHIBIT A

Description of Improvements
The Amelia National Phase One-C Segment 4 and One-D Segment 2A Improvements identified in the contract between Amelia National Enterprise, LLC and W. Gardner, LLC, dated April 9^th, 2024 for the cost of:

Stormwater Management Facilities $3,354,916.87 Utilities $1,373,937.44

The total value of the improvements is $4,728,854.31.

Upon recording, this instrument should be returned to:

(This space reserved for Clerk)

James Hagan, Esq. 2379 Beville Road
Daytona Beach, FL 32119

ACCESS, DRAINAGE AND MAINTENANCE EASEMENT

THIS ACCESS, DRAINAGE AND MAINTENANCE EASEMENT (“Easement”) is
made this 	 day of 	, 2026 by AMELIA NATIONAL ENTERPRISE, LLC, a Florida limited liability company, and whose address is 2379 Beville Road, Daytona Beach, Florida 32119 (“Grantor”) in favor of AMELIA NATIONAL COMMUNITY DEVELOPMENT DISTRICT, a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, whose mailing address is 3501 Quadrangle Boulevard, Suite 270, Orlando, Florida 32817 (“District”) (District and Grantor are sometimes together referred to herein as the “Parties,” and separately as the “Party”).

W I TNE S S ET H :

WHEREAS, the District was established pursuant to Chapter 190, Florida Statutes, as amended (“Act”), and is validly existing under the Constitution and laws of the State of Florida; and

WHEREAS, the Act authorizes the District to operate and maintain certain systems, facilities, and infrastructure improvements within or without the boundaries of the District; and

WHEREAS, Grantor is the owner in fee simple of certain real property located in Nassau County, Florida, lying within the boundaries of the District, more particularly described in Exhibit “A” attached hereto (“Easement Area”), comprised of drainage and stormwater facility improvements which are part of the District’s improvement plan; and

WHEREAS, for the benefit of the District, maintenance of the community safety, and consistent appearance, the District desires to maintain the Easement Area; and

WHEREAS, Grantor agrees to grant to the District a perpetual, non-exclusive easement over the Easement Area in order to allow the District to access the Easement Area in order to maintain the Easement Area.

NOW, THEREFORE, in consideration of the recitals, agreements, and mutual covenants of the Parties contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties hereby agree as follows:

1.

Recitals.  The foregoing recitals are true and correct and by this reference are

incorporated as a material part of this Easement.

2.

Grant of Perpetual, Non-Exclusive Easement.	Grantor hereby grants to the

District, and its respective employees, agents, assignees, contractors (or their subcontractors,

employees or materialmen), or representatives, a perpetual, non-exclusive maintenance easement over, upon, under, through, and across the Easement Area for ingress, egress, and access to for the purpose of maintaining ensuring the continued operation of the drainage and stormwater management facilities within the Easement Area; provided, however, that in exercising such rights, the District shall not interfere with any single family residence or residential structure upon the Easement Area. The District shall use all due care to protect the Easement Area and adjoining property from damage resulting from the District’s use of the Easement Area. Grantor agrees that it shall not disturb or interfere with any improvements installed within the Easement Area by the District.

3.

Beneficiaries of Easement Rights. This Easement shall be for the non-exclusive

benefit and use of the District and its permitted employees, agents. assignees, contractors (and

their subcontractors, employees and materialmen), or representatives for the purposes contemplated herein, and no third party shall have any rights under this Easement.

4.

Binding Effect.

This Easement and all of the provisions, representations,

covenants, and conditions contained herein shall be binding upon and inure to the benefit of the Parties hereto and their respective heirs, successors and permitted assigns and shall continue as a servitude running in perpetuity with the Easement Area.

5.

Amendments. Amendments to and waivers of the provisions contained in this

Easement may be made only by an instrument in writing which is executed by both Grantor and the District.

[REMAINDER OF PAGE LEFT BLANK]

IN WITNESS WHEREOF, Grantor and the District caused this Easement to be executed, to be effective as of the day and year first written above.
WITNESSES:

Signed, sealed and delivered in the presence of:

Amelia National Community Development District

By:		 Chairperson/Vice Chairperson

Print Name:	 Address:	

Print Name:	 Address:	

STATE OF FLORIDA
COUNTY OF 	

The foregoing instrument was acknowledged before me by 	 personal appearance or by
	 remote online notarization on this 	 day of 	, 2026,
by	 the Chairperson/Vice Chairperson of the Amelia National Community Development District, on behalf of the District. He/She is personally known to me or has produced 		 as identification.

(Signature of Notary Public)

(Typed name of Notary Public) Notary Public, State of Florida
Commission No.:	 My Commission Expires:	

Signed, sealed and delivered in the presence of:

Grantor:
Amelia National Enterprise, LLC, a Florida limited liability company

By: Amelia National Holding, LLC, a Florida limited liability company, its sole member

By: 	 Morteza Hosseini-Kargar
President

Print Name:	 Address:	

Print Name:	 Address:	

STATE OF FLORIDA COUNTY OF VOLUSIA

The foregoing instrument was acknowledged before me by personal appearance on this
	 day of 	, 2026, by Morteza Hosseini-Kargar, President of Amelia National Holding, LLC, a Florida limited liability company, sole member of Amelia National Enterprise, LLC, a Florida limited liability company. He is personally known to me or has produced
	 as identification.

(Signature of Notary Public)

(Typed name of Notary Public) Notary Public, State of Florida
Commission No.:	 My Commission Expires:	

EXHIBIT A

EASEMENT AREA

All Private Unobstructed Drainage Easements, Private Drainage, Private and Unobstructed Drainage, Lake Access and Maintenance Easements, Stormwater Management Facility “SWMF” #19 and Stormwater Management Facility “SWMF” #22, all according to the plat thereof known as Amelia National Phase “One-C Segment Four” and Phase “One-D Segment Two-A”, recorded in the official records of Nassau County, Florida in Official Records Book 	, Page 	.

ACKNOWLEDGMENT AND RELEASE
(AMELIA NATIONAL CDD – AMELIA NATIONAL PHASE ONE-C SEGMENT 4 AND ONE-C SEGMENT 2A IMPROVEMENTS)

THIS ACKNOWLEDGMENT AND RELEASE (“Release”) is made this 	 day of
	, 2026, by W. Gardner, LLC, a Florida limited liability company, having offices located at 4929 Atlantic Boulevard, Jacksonville, Florida 32207 (“Contractor”), in favor of the Amelia National Community Development District (“District”), which is a local unit of special-purpose government situated in Duval County, Florida, and having offices located at 4929 Atlantic Blvd., Jacksonville, FL 32207, and Amelia National Enterprise, LLC, with offices located 2379 Beville Road, Daytona Beach, Florida 32119, as a Third Party Beneficiary (“Developer”).

Recitals

WHEREAS, pursuant to the contract between Amelia National Enterprise, LLC and W. Gardner, LLC, dated April 9^th, 2024, for the cost of $4,728,854.31 (“Contract”), Contractor has constructed for Developer certain improvements, as described in Exhibit A (“Improvements”); and

Whereas, Developer intends to convey the Improvements to the District and for that purpose has requested Contractor to confirm the release of all restrictions on the District’s right to use and rely upon the Improvements; and

Whereas, Contractor has agreed to the release of any such restrictions.

Now, therefore, for and in consideration of mutual promises and obligations, the receipt and sufficiency of which are hereby acknowledged, Contractor provides the following acknowledgment and release:

Section 1.

General. The recitals so stated above are true and correct and by this

reference are incorporated as a material part of this Release.

Section 2.

Acquisition of Improvements. Contractor acknowledges that the

District is acquiring or has acquired from Developer the Improvements constructed by Contractor

in connection with the Contract, and accordingly, the District now has the unrestricted right to rely upon the terms of the Contract related to the Improvements for the same. However, the District’s acquisition of the Improvements and receipt of rights under the Contract, hereunder or otherwise, does not extinguish or limit the rights and remedies of the Developer under the Contract and is without prejudice thereto. Contractor hereby consents to the assignment, transfer and conveyance (if and as applicable) of the Improvements and the Contract in whole or in part (and any rights thereunder) as more particularly described herein. In the event any assignment of the Contract or rights thereunder is accomplished hereby or otherwise made in connection with the Improvements, Contractor recognizes that the same shall be partially limited to the Contract as it pertains to the Improvements and that the Contract shall otherwise remain in full force and effect as it pertains to any work or improvements not constituting the Improvements.

Section 3.

Warranty. Contractor hereby expressly acknowledges the District’s right

to enforce the terms of the Contract, including any warranties provided therein and to rely upon and enforce any other warranties provided under Florida law.

Section 4.

Indemnification. Contractor indemnifies and holds the District harmless

from any claims, demands, liabilities, judgments, costs, or other actions that may be brought

against or imposed upon the District in connection with the Improvements because of any act or omission, in whole or in part by Contractor, its agents, employees, or officers. Said indemnification shall include, but not be limited to, any reasonable attorney’s fees and costs incurred by the District.

Section 5.

Certificate of Payment. Except as set forth herein, Contractor hereby

acknowledges that it has been fully compensated for its services and work related to completion

of the Improvements. Contractor further certifies (to and for the benefit of the District and the Developer) that, except as set forth herein, no outstanding requests for payment exist related to the Improvements, including any payments to subcontractors, materialmen, suppliers or otherwise, and that there is no disagreement as to the appropriateness of payment made for the Improvements. Except as set forth herein, this document shall constitute a final waiver and release of lien for any payments due to Contractor by Developer or District for the Improvements.

Notwithstanding anything to the contrary herein, Contractor is owed approximately the amount identified as Cost to Complete Improvements (“Retainage”) in Exhibit A under the Contract and understands that such amounts shall be paid by Developer. The effectiveness of this Release is contingent upon such payment being timely made.

Section 6.

Third Party Beneficiary. The Third Party Beneficiary shall have the

right to rely on the acknowledgments and representations of the Contractor contained herein. The Third Party Beneficiary shall also have the same right of indemnification provided to the District by Section 4 herein.

[CONTINUED ON NEXT PAGE]

Section 7.

Effective Date. This Release shall take effect upon execution.

W. GARDNER, LLC

By: 	  Its: 	

STATE OF FLORIDA
COUNTY OF 	

The foregoing instrument was acknowledged before me by means of 𝖮 physical presence or 𝖮 online notarization, this 	 day of 	, 2026, by 	, as
	 of W. Gardner, LLC, on its behalf, who is [  ] personally known to me or [ ] has produced 		 as identification.

(Official Notary Signature & Seal)

Print Name: 	 Notary Public, State of Florida

[NOTARY STAMP]

Exhibit A

Description of Improvements

EXHIBIT A

Description of Improvements

The Amelia National Phase One-C Segment 4 and One-D Segment 2A Improvements identified in the contract between Amelia National Enterprise, LLC and W. Gardner, LLC, dated April 9^th, 2024 for the cost of:

Stormwater Management Facilities $3,354,916.87 Utilities $1,373,937.44

The total value of the improvements is $4,728,854.31.

CERTIFICATE OF DISTRICT ENGINEER FOR ACQUISITION OF IMPROVEMENTS

(AMELIA NATIONAL CDD – AMELIA NATIONAL PHASE ONE-C SEGMENT 4 AND ONE-D SEGMENT 2A IMPROVEMENTS)

	, 2026

Board of Supervisors
Amelia National Community Development District

Re:

Amelia National Community Development District (Nassau County, Florida) Assignment of Improvements

Ladies and Gentlemen:

The undersigned, a representative of Prime AE Group, Inc. (“District Engineer”), as District Engineer for the Amelia National Community Development District (“District”), hereby makes the following certifications in connection with the District’s acceptance of certain improvements within the District (“Improvements”) as identified in Exhibit A. The undersigned, an authorized representative of the District Engineer, hereby certifies that:

1.

I have reviewed observable portions of the Improvements. I have further reviewed certain documentation relating to the same, including but not limited to, the Bill of Sale, agreements, invoices, plans, as-builts, and other documents.

2.

The Improvements are within the scope of the District’s capital improvement plan as set forth in the Ameila National Community Development District Improvement Plan, dated February 9th, 2006, (“Engineer’s Report”), and specially benefit property within the District as further described in the Engineer’s Report.

3.

To the best of my knowledge and belief, the Improvements were installed in accordance with their specifications, and, subject to the design specifications, are capable of performing the functions for which they were intended.

4.

The total costs associated with the Improvements are as set forth in the Bill of Sale. Such costs are equal to or less than each of the following: (i) what was actually paid by the Developer to create and/or construct the Improvements, and (ii) the reasonable fair market value of the Improvements.

5.

All known plans, permits and specifications necessary for the operation and maintenance of the Improvements are complete and on file with the District, and have been transferred, or are capable of being transferred to the District for operations and maintenance responsibilities (which transfers the Engineer consents to and ratifies).

6. With this document, I hereby certify that it is appropriate at this time to acquire the Improvements.

Under penalties of perjury, I declare that I have read the foregoing certificate and that the facts stated in it are true.

PRIME AE GROUP, INC.

By: 	 Print Name: 	 Its: 	

STATE OF FLORIDA COUNTY OF DUVAL

The foregoing instrument was acknowledged before me by means of 𝖮 physical presence or 𝖮 online notarization, this 	 day of 	, 2026, by 	, as
	 of Prime AE Group, Inc., on its behalf, who is [  ] personally known to me or [ ] has produced 		 as identification.

(Official Notary Signature & Seal)

Print Name: 	 Notary Public, State of Florida

[NOTARY STAMP]

EXHIBIT A

FORM OF REQUISITION

The undersigned, an Authorized Officer of Amelia National Community Development District (the “District”) hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture from the District to Wachovia Bank National Association, as trustee (the “Trustee”), dated as of March 9, 2006 (the “Master Indenture”) all capitalized terms used herein shall have the meaning ascribed to such term in the Indenture:

(A) Requisition Number:

 	

(B) Name of Payee:

Amelia National Enterprise, LLC

(C) Amount Payable:

 	

(D) Purpose for which paid or incurred (refer also to specific contract if amount is due and payable pursuant to a contract involving progress payments, or, state Costs of Issuance, if applicable):

(E) Fund or Account and subaccount, if any, from which disbursement to be made:
Construction Account

The undersigned hereby certified that obligations in the stated amount set forth above have been incurred by the District, that each disbursement set forth above was incurred in connection with the acquisition and construction of the Series 2006 Project and each represents a Cost of the 2006 Project, and has not previously been paid.

The undersigned hereby further certifies that there has not been filed with or served upon the District notice of any lien, right to lien, or attachment upon or claim affecting the fight to receive payment of, any of the moneys payable to the Payee set above, which has not been released or will not be released simultaneously with the payment hereof.

The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the District is at the date of such certificate entitled to retain.

If this requisition is for a disbursement from other than the Costs of Issuance Account or for payment of capitalized interest, there shall be attached a resolution of the Governing Body of the District approving this requisition or the approving the specific contract with respect to which disbursements pursuant to this requisition are due and payable.

Attached hereto are originals of the invoice(s) from the vendor of the property acquired or services rendered with respect to which disbursement is hereby requested.

AMELIA NATIONAL COMMUNITY DEVELOPMENT
DISTRICT

By:

Authorized Officer

CONSULTING ENGINEER’S APPROVAL FOR NON-COST OF ISSUANCE AND CAPITALIZED INTEREST REQUESTS ONLY

If this requisition is for a disbursement from other than Capitalized Interest or Costs of Issuance, the undersigned Consulting Engineer hereby certifies that this disbursement is for a Cost of the Series 2006 Project and is consistent with: (i) the applicable acquisition or construction contract; (ii) the plans and specifications for the portion of the Series 2006 Project with respect to which such disbursement is being made; and (iii) the report of the Consulting Engineer attached as an Exhibit to the Supplemental Indentures, as such report shall have been amended or modified on the date hereto.

Neal Brockmeier, P.E. Prime AE Group, Inc. District Engineer

EXHIBIT A

FORM OF REQUISITION

The undersigned, an Authorized Officer of Amelia National Community Development District (the “District”) hereby submits the following requisition for disbursement under and pursuant to the terms of the Master Trust Indenture from the District to Wachovia Bank National Association, as trustee (the “Trustee”), dated as of March 9, 2006 (the “Master Indenture”) all capitalized terms used herein shall have the meaning ascribed to such term in the Indenture:

(A) Requisition Number:

 	

(B) Name of Payee:

Amelia National Enterprise, LLC

(C) Amount Payable:

 	

(D) Purpose for which paid or incurred (refer also to specific contract if amount is due and payable pursuant to a contract involving progress payments, or, state Costs of Issuance, if applicable):

(E) Fund or Account and subaccount, if any, from which disbursement to be made:
Deferred Cost Funds

The undersigned hereby certified that obligations in the stated amount set forth above have been incurred by the District, that each disbursement set forth above was incurred in connection with the acquisition and construction of the Series 2006 Project and each represents a Cost of the 2006 Project, and has not previously been paid.

The undersigned hereby further certifies that there has not been filed with or served upon the District notice of any lien, right to lien, or attachment upon or claim affecting the fight to receive payment of, any of the moneys payable to the Payee set above, which has not been released or will not be released simultaneously with the payment hereof.

The undersigned hereby further certifies that such requisition contains no item representing payment on account of any retained percentage which the District is at the date of such certificate entitled to retain.

If this requisition is for a disbursement from other than the Costs of Issuance Account or for payment of capitalized interest, there shall be attached a resolution of the Governing Body of the District approving this requisition or the approving the specific contract with respect to which disbursements pursuant to this requisition are due and payable.

Attached hereto are originals of the invoice(s) from the vendor of the property acquired or services rendered with respect to which disbursement is hereby requested.

AMELIA NATIONAL COMMUNITY DEVELOPMENT
DISTRICT

By:

Authorized Officer

CONSULTING ENGINEER’S APPROVAL FOR NON-COST OF ISSUANCE AND CAPITALIZED INTEREST REQUESTS ONLY

If this requisition is for a disbursement from other than Capitalized Interest or Costs of Issuance, the undersigned Consulting Engineer hereby certifies that this disbursement is for a Cost of the Series 2006 Project and is consistent with: (i) the applicable acquisition or construction contract; (ii) the plans and specifications for the portion of the Series 2006 Project with respect to which such disbursement is being made; and (iii) the report of the Consulting Engineer attached as an Exhibit to the Supplemental Indentures, as such report shall have been amended or modified on the date hereto.

Neal Brockmeier, P.E. Prime AE Group, Inc. District Engineer

Amelia National Community Development District

Consideration of Resolution 2026-07, Adopting the Annual Meeting Schedule and Workshop Schedule for Fiscal Year 2026-2027

RESOLUTION 2026-07

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE  AMELIA  NATIONAL  DISTRICT  ADOPTING  THE

ANNUAL	MEETING	SCHEDULE	FOR 2026-2027

FISCAL	YEAR

WHEREAS, the Amelia National District (the special-purpose government organized and existing 2004-423, Laws of Florida; and

"District") is a local unit of in accordance with Chapter

WHEREAS, the District is required by Florida law to prepare an annual schedule of its regular public meetings which designates the date, time and location of the District’s meetings; and

WHEREAS, the Board has proposed the Fiscal Year 2026-2027 annual meeting schedule as attached in Exhibit A & B;

NOW, THEREFORE BE IT RESOLVED BY THE BOARD OF THE AMELIA NATIONAL DISTRICT

1.

The Fiscal Year 2026-2027 annual public meeting schedule attached

hereto and incorporated by reference herein as Exhibit A & B is hereby approved and will be published in accordance with the requirements of Florida law.

2.

This Resolution shall become effective immediately upon its adoption.

PASSED AND ADOPTED THIS 28^th DAY OF SEPTEMBER 2026.

ATTEST:

AMELIA NATIONAL DISTRICT

Secretary/Assistant Secretary

President/Vice President

EXHIBIT “A”

BOARD OF SUPERVISORS MEETING DATES AMELIA NATIONAL DISTRICT
FISCAL YEAR 2026-2027
Board of Supervisors Meeting

Monday, November 9, 2026
Monday, January 11, 2027
Monday, March 8, 2027
Monday, May 10, 2027
Monday, July 12, 2027
Monday, September 14, 2027

All meetings will convene at 11:30 a.m. at 95211 Clubhouse Road, Fernandina Beach FL 32034

EXHIBIT “B”

BOARD OF SUPERVISORS MEETING DATES AMELIA NATIONAL DISTRICT
FISCAL YEAR 2026-2027
Workshop Meetings

Monday, November 9, 2026
Monday, January 11, 2027
Monday, March 8, 2027

All meetings will convene at 10:30 a.m. prior the Board of Directors Meeting at 95211 Clubhouse Road, Fernandina Beach FL 32034

EXHIBIT “A”

BOARD OF SUPERVISORS MEETING DATES AMELIA NATIONAL DISTRICT
FISCAL YEAR 2026-2027
Board of Supervisors Meeting

Monday, 		 ,2026 Monday, 	,2027 Monday, 				,2027 Monday, 	,2027 Monday,			, 2027

All meetings will convene at 11:30 a.m. at 95211 Clubhouse Road, Fernandina Beach FL 32034

EXHIBIT “B”

BOARD OF SUPERVISORS MEETING DATES AMELIA NATIONAL DISTRICT
FISCAL YEAR 2026-2027
Workshop Meetings

Monday, 	, 2026
Monday, 	, 2027 Monday, 		,2027

All meetings will convene at 10:30 a.m. prior the Board of Directors Meeting at 95211 Clubhouse Road, Fernandina Beach FL 32034

Amelia National Community Development District

Review and Consideration of Reserve Study Proposals

Kejsi Shuaipi, Account Manager (954) 620-0908
kejsi.shuaipi@reserveadvisors.com

Property Wellness
Reserve Study Program Proposal
Level I Reserve Study

Amelia National Community Development District
Fernandina Beach, Florida

(954) 620-0908 l reserveadvisors.com

1

Reserve Advisors
Your Property Wellness Consultants

Our Property Wellness Reserve Study Program
Your home is the most expensive personal property you will ever own. The responsibility for preserving its value reaches beyond your home to include the spaces you share with your neighbors. Structures, systems, streets and amenities must be maintained to protect the value of your investment. But the required responsibility often stretches beyond individual knowledge and expertise. That’s why associations turn to Reserve Advisors. As your property wellness consultants, our reserve study helps associations understand their assets, expected lifespans, and both the budgets and maintenance needed to keep them in great working order.

(954) 620-0908 l reserveadvisors.com

2

A Proactive Property Wellness Program
Our engineers provide a thorough evaluation of your property and shared assets, and create a strong, informed plan to maximize your community’s physical and financial wellness for the long haul. Because proactive care ensures that your shared property is cared for the way you would care for your home. We have been helping communities thrive for over 30 years. But the job we are obsessed with is making sure you and your neighbors have what you need to protect your property today and prevent costly and avoidable repairs tomorrow. It is the best way to care for the place that makes you feel welcome, safe, secure and proud.

(954) 620-0908 l reserveadvisors.com

3

Helping Communities Thrive for Over 30 Years

With a team of 60+ engineers whose engineering backgrounds include civil, structural, mechanical, and more, we have over 350 years of combined experience conducting reserve studies for common interest realty associations nationwide. Our service area is one of the largest in the industry, and we pride ourselves on delivering unbiased recommendations that give communities the plans they need to ensure the future well-being of the property.

Industry Leadership

We were instrumental in pioneering the Community Association Institute's (CAI) Reserve Study Standards, and were influential in revising these standards in 2023 through our participation in an industry task force. This diverse group included reserve specialists, professional managers, community board members, attorneys, and accountants. Additionally, we continue to shape best practices in the field through active involvement with the Foundation for Community Association Research (FCAR), including chairing the Reserve Study Best Practices Report.

As a national member of CAI, we are actively involved in over 30 chapters nationwide, regularly supporting the organization's members through structured education, speaking engagements, and publications for managers and board members. Our leadership team members, Michelle Baldry and Matt Kuisle, are board members of FCAR and CAI, respectively. In addition to complying with legislative requirements specific to reserve studies, we are compliant with and/or accredited by:

•
•
•

Association of Professional Reserve Analysts (APRA) Community Associations Institute (CAI)
American Institute of Certified Public Accountants (AICPA)

(954) 620-0908 l reserveadvisors.com

4

Your Trusted Neighborhood Partner

Hear What Our Clients Say

"This is our second reserve study (update) with Reserve Advisors. They are professional and very thorough. They helped the Association get on track with reserves and to develop a plan that covers the state mandated SIRS with realistic costs. We plan to continue to use them in future studies."

"I greatly appreciated Reserve Advisors' level of engagement with our HOA officers throughout the entire process from our initial meeting, through their site visit and the publication of our study. Fred was very thorough and detailed and he addressed all our concerns and issues as well as presented solid, realistic, and executable recommendations."

Lisa Duritsch, Board President
The Beacon on 3rd Street Condominium Association, Inc.

James Holland, Vice President & Treasurer
Fallstone of Alexandria Homeowners Association

(954) 620-0908 l reserveadvisors.com

5

Level I Full Reserve Study

We are proposing a Level I Full Reserve Study. This service involves developing a component list and quantification of each item - a crucial aspect often overlooked by unqualified providers. This service is suitable for communities that have never undergone a reserve study, as well as those contemplating a change in reserve study providers. Conducting a Level I Reserve Study allows us to not only verify the accuracy of the component inventory and related quantities/measurements with certainty - the foundation of any reserve study - but to also present capital planning recommendations with unwavering confidence.

(954) 620-0908 l reserveadvisors.com

6

Property Wellness Reserve Study Program

Reserve Advisors will perform a Level I Reserve Study in accordance with Community Associations Institute (CAI) National Reserve Study Standards. Your reserve study is comprised of
the following:

Physical Analysis: The reserve study consultant will develop a detailed list of reserve components, also known as a component inventory, and related quantities for each. We will complete a condition assessment or physical evaluation for each reserve component and the current condition of each will be documented with photographs. Life and cost estimates will be performed to determine estimated useful lives, remaining useful lives and current cost of repair or replacement.

Financial Analysis: The reserve study consultant will identify the current reserve fund status in terms of cash value and prepare a customized funding plan. The funding plan outlines recommended annual reserve contributions to offset the future cost of capital projects over the next 30 years.

Property Description
Amelia National Community Development District comprises 750 homes. We've identified and will include the following reserve components:

Streets and Curbs, Access Drives, Parking Areas, and/or Driveways, Irrigation System, Landscaping, Signage, Sidewalks, Walking Paths, Pond(s), and other property specifically identified that you’d like
us to include.

Scope of work includes all property owned-in-common as defined in your association’s declaration and other property specifically
identified that you’d like us to include.

(954) 620-0908 l reserveadvisors.com

7

Key Elements of Your Property Wellness Reserve Study Program

Reserve Advisors' Exclusive Tools
Reserve Advisors’ exclusive tools allow you to make informed decisions to maintain your association’s long-term physical and financial health.

Reserve Expenditures
View your community’s entire schedule of prioritized expenditures for the next 30 years on one easy-to-read spreadsheet.

Funding Plan
Establishes the most stable and equitable recommended
annual reserve contributions necessary to meet your future project needs.

Reserve Funding Graph
Highlights your community’s current financial health and provides visibility to your projected cash flow over the next 30 years.

Component Specific Details
Including photographic documentation of conditions, project specific best practices outlining the scope of future projects, and preventative maintenance activities to maximize component useful lives.

Excel Spreadsheets
Empowering you to make more informed decisions by adjusting project schedules, future costs, and annual contributions in real time.

(954) 620-0908 l reserveadvisors.com

8

For Confidence in All Decisions

Personalized Experience Guarantee
As your trusted advisor, we are committed to providing clarity on the true cost of property ownership through a comprehensive
capital planning solution and unmatched advisory services. If the experience we provide fails to live up to your expectations, contact us at any time for a refund.

Your property is your biggest investment. Here’s why we’re the right partner to protect it.

Detailed Understanding
We will do whatever it takes to ensure you have complete confidence in interpreting and putting into practice our findings and recommendations.

Ongoing Support
Unlike other firms, we provide current and future boards with additional insight, availability to answer questions and guidance well beyond report delivery.

Full Engagement
It’s our job to understand your specific concerns and to discuss your priorities in order to ensure your experience exceeds expectations.

(954) 620-0908 l reserveadvisors.com

9

The Time to Protect Your Property's Long-Term Health is Now

To Start Your Property Wellness Reserve Study Program Today:
1. Select the service options below to confirm scope of engagement

Total

$4,350.00

2. Sign below

Signature: 	

Title: 	
Date: 	
Ref: 232886

Name: 	
For: Amelia National Community Development  District

3. Pay 50% retainer. An invoice will be emailed to you upon project authorization.

Mailing Address Reserve Advisors, LLC PO Box 88955
Milwaukee, WI 53288-8926

ACH
Send Remittances to 'accounting@reserveadvisors.com' at time of payment
Checking Account Number: 151391168
Routing Number: 075905787
Financial Institution: First Business Bank
17335 Golf Parkway, Suite 150 | Brookfield, WI 53045

You will receive your electronic report approximately four (4) weeks after our inspection, based on timely receipt of all necessary information from you. Authorization to inspection time varies depending on demand for our services. This proposal, dated 7/9/2026, is valid for 90 days, and may be executed and delivered by facsimile, portable document format (.pdf) or other electronic signature pages, and in any number of counterparts, which taken together shall be deemed one and the same instrument. One complimentary hard copy
report is available upon request.

(954) 620-0908 l reserveadvisors.com

10

Service

Price

Reserve Study (Level I)

$4,350.00

Your Reserve Study Includes:
Pre-project Collaboration: Meeting with management and the board on community priorities and goals.
Unlimited Virtual Support: Free Study Presentation after report delivery. Available for the lifetime of your community.
Excel Financial Management Tool: Fully editable spreadsheet to run scenarios & track actual expenditures.
Preventative Maintenance Guidance: Clear maintenance schedules and practical steps your team can implement right away.
Revision Period: One complimentary update within 6 months of delivery.
Dedicated Expertise: Your community is supported by a full-time Reserve Advisors engineer, backed by our quality assurance team to ensure accuracy and peace of mind.

We will collaborate with you to complete the CDD’s first professional reserve study, providing an independent, formal funding plan to

rely on.

support long-term budgeting and capital planning. With no prior study on record, a key pain point is establishing a clear baseline of the CDD-maintained assets, their current condition, and realistic repair/replacement costs. This study will confirm the component inventory, develop useful lives and cost projections using today’s pricing, and provide a practical funding roadmap the Board can

Professional Service Conditions
Our Services - Reserve Advisors, LLC (“RA” or “us” or “we”) performs its services as an independent contractor in accordance with our professional practice standards and its compensation is not contingent upon our conclusions. The purpose of our reserve study is to provide a budget planning tool that identifies the current status of the reserve fund, and an opinion recommending an annual funding plan, to create reserves for anticipated future replacement expenditures of the subject property. The purpose of our energy benchmarking services is to track, collect and summarize the subject property’s energy consumption over time for your use in comparison with other buildings of similar size and establishing a performance baseline for your planning of long-term energy efficiency goals.

Our inspection and analysis of the subject property is limited to visual observations, is noninvasive and is not meant to nor does it include investigation into statutory, regulatory or code compliance. RA inspects sloped roofs from the ground and inspects flat roofs where safe access (stairs or ladder permanently attached to the structure) is available. Our energy benchmarking services with respect to the subject property is limited to collecting energy and utility data and summarizing such data in the form of an Energy Star Portfolio Manager Report or any other similar report, and hereby expressly excludes any recommendations with respect to the results of such energy benchmarking services or the accuracy of the energy information obtained from utility companies and other third-party sources with respect to the subject property. The reserve report and any energy benchmarking report (i.e., any Energy Star Portfolio Manager Report) (including any subsequent revisions thereto pursuant to the terms hereof, collectively, the “Report”) are based upon a “snapshot in time” at the moment of inspection. RA may note visible physical defects in the Report. The inspection is made by employees generally familiar with real estate and building construction. Except to the extent readily apparent to RA, RA cannot and shall not opine on the structural integrity of or other physical defects in the property under any circumstances.
Without limitation to the foregoing, RA cannot and shall not opine on, nor is RA responsible for, the property’s conformity to specific governmental code
requirements for fire, building, earthquake, occupancy or otherwise.

RA is not responsible for conditions that have changed between the time of inspection and the issuance of the Report. RA does not provide invasive testing on any mechanical systems that provide energy to the property, nor can RA opine on any system components that are not easily accessible during the inspection. RA does not investigate, nor assume any responsibility for any existence or impact of any hazardous materials, such as asbestos, urea-formaldehyde foam insulation, other chemicals, toxic wastes, environmental mold or other potentially hazardous materials or structural defects that are latent or hidden defects which may or may not be present on or within the property. RA does not make any soil analysis or geological study as part of its services, nor does RA investigate vapor, water, oil, gas, coal, or other subsurface mineral and use rights or such hidden conditions, and RA assumes no responsibility for any such conditions. The Report contains opinions of estimated replacement costs or deferred maintenance expenses and remaining useful lives, which are neither a guarantee of the actual costs or expenses of replacement or deferred maintenance nor a guarantee of remaining useful lives of any property element.

RA assumes, without independent verification, the accuracy of all data provided to it. Except to the extent resulting from RA’s willful misconduct in connection with the performance of its obligations under this agreement, you agree to indemnify, defend, and hold RA and its affiliates, officers, managers, employees, agents, successors and assigns (each, an “RA Party”) harmless from and against (and promptly reimburse each RA Party for) any and all losses, claims, actions, demands, judgments, orders, damages, expenses or liabilities, including, without limitation, reasonable attorneys' fees, asserted against or to which any RA Party may become subject in connection with this engagement, including, without limitation, as a result of any false, misleading or incomplete information which RA relied upon that was supplied by you or others under your direction, or which may result from any improper use or reliance on the Report by you or third parties under your control or direction or to whom you provided the Report. NOTWITHSTANDING ANY OTHER PROVISION HEREIN TO THE CONTRARY, THE AGGREGATE LIABILITY (IF ANY) OF RA WITH RESPECT TO THIS AGREEMENT AND RA’S OBLIGATIONS HEREUNDER IS LIMITED TO THE AMOUNT OF THE FEES ACTUALLY RECEIVED BY RA FROM YOU FOR THE SERVICES AND REPORT PERFORMED BY RA UNDER THIS AGREEMENT, WHETHER ARISING IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHERWISE. YOUR REMEDIES SET FORTH HEREIN ARE EXCLUSIVE AND ARE YOUR SOLE REMEDIES FOR ANY FAILURE OF RA TO COMPLY WITH ITS OBLIGATIONS
HEREUNDER OR OTHERWISE. RA SHALL NOT BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL, PUNITIVE OR EXEMPLARY DAMAGES OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, ANY LOST PROFITS AND LOST SAVINGS, LOSS OF USE OR INTERRUPTION OF BUSINESS, HOWEVER CAUSED, WHETHER ARISING IN CONTRACT, TORT (INCLUDING NEGLIGENCE), BREACH OF WARRANTY, STRICT LIABILITY OR OTHERWISE, EVEN IF RA HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT WILL RA BE LIABLE FOR THE COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES. RA DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES WHATSOEVER, EXPRESS OR IMPLIED OR OF ANY NATURE, WITH REGARD TO THE SERVICES AND THE REPORT, INCLUDING, WITHOUT LIMITATION, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

(954) 620-0908 l reserveadvisors.com

11

Professional Service Conditions - Continued
Report - RA will complete the services in accordance with the Proposal. The Report represents a valid opinion of RA’s findings and recommendations with respect to the reserve study and is deemed complete. RA will consider any additional information made available to RA within 6 months of issuing the Report and issue a revised Report based on such additional information if a timely request for a revised Report is made by you. RA retains the right to withhold a revised Report if payment for services was not tendered in a timely manner. All information received by RA and all files, work papers or documents developed by RA during the course of the engagement shall remain the property of RA and may be used for whatever purpose it sees fit. RA reserves the right to, and you acknowledge and agree that RA may, use any data provided by you in connection with the services, or gathered as a result of providing such services, including in connection with creating and issuing any Report, in a de-identified and aggregated form for RA’s business purposes.

Your Obligations - You agree to provide us access to the subject property for an on-site visual inspection. You agree to provide RA all available, historical and budgetary information, the governing documents, and other information that we request and deem necessary to complete the Report. Additionally, you agree to provide historical replacement schedules, utility bills and historical energy usage files that RA requests and deems necessary to complete the energy benchmarking services, and you agree to provide any utility release(s) reasonably requested by RA permitting RA to obtain any such data and/or information from any utility representative or other third party. You agree to pay actual attorneys’ fees and any other costs incurred to collect on any unpaid balance for RA’s services.

Use of Our Report - Use of the Report is limited to only the purpose stated herein. You acknowledge that RA is the exclusive owner of all intellectual property rights in and relating to the Report. You hereby acknowledge that any use or reliance by you on the Report for any unauthorized purpose is at your own risk and that you will be liable for the consequences of any unauthorized use or distribution of the Report. Use or possession of the Report by any unauthorized third party is prohibited. The Report in whole or in part is not and cannot be used as a design specification for design engineering purposes or as an appraisal. You may show the Report in its entirety to the following third parties: members of your organization (including your directors, officers, tenants and prospective purchasers), your accountants, attorneys, financial institutions and property managers who need to review the information contained herein, and any other third party who has a right to inspect the Report under applicable law including, but not limited, to any government entity or agency, or any utility companies. Without the written consent of RA, you shall not disclose the Report to any other third party. By engaging our services, you agree that the Report contains intellectual property developed (and owned solely) by RA and agree that you will not reproduce or distribute the Report to any party that conducts reserve studies or energy benchmarking services without the written consent of RA.

RA will include (and you hereby agree that RA may include) your name in our client lists. RA reserves the right to use (and you hereby agree that RA may use)
property information to obtain estimates of replacement costs, useful life of property elements or otherwise as RA, in its sole discretion, deems appropriate.

Payment Terms, Due Dates and Interest Charges - If reserve study and energy benchmarking services are performed by RA, then the retainer payment is due upon execution of this agreement and prior to the inspection by RA, and any balance is due net 30 days from the Report shipment date. If only energy benchmarking services are performed by RA, then the retainer payment is due upon execution of this agreement and any balance is due net 30 days from the Report shipment date. In any case, any balance remaining 30 days after delivery of the Report shall accrue an interest charge of 1.5% per month. Unless this agreement is earlier terminated by RA in the event you breach or otherwise fail to comply with your obligations under this agreement, RA’s obligations under this agreement shall commence on the date you execute and deliver this agreement and terminate on the date that is 6 months from the date of delivery of the Report by RA. Notwithstanding anything herein to the contrary, each provision that by its context and nature should survive the expiration or early termination of this agreement shall so survive, including, without limitation, any provisions with respect to payment, intellectual property rights, limitations of liability and governing
law.

Miscellaneous – Neither party shall be liable for any failures or delays in performance due to fire, flood, strike or other labor difficulty, act of God, act of any governmental authority, riot, embargo, fuel or energy shortage, pandemic, wrecks or delays in transportation, or due to any other cause beyond such party’s reasonable control; provided, however, that you shall not be relieved from your obligations to make any payment(s) to RA as and when due hereunder. In the event of a delay in performance due to any such cause, the time for completion or date of delivery will be extended by a period of time reasonably necessary to overcome the effect of such delay. You may not assign or otherwise transfer this agreement, in whole or in part, without the prior written consent of RA. RA may freely assign or otherwise transfer this agreement, in whole or in part, without your prior consent. This agreement shall be governed by the laws of the State of Wisconsin without regard to any principles of conflicts of law that would apply the laws of another jurisdiction. Any dispute with respect to this agreement shall be exclusively venued in Milwaukee County Circuit Court or in the United States District Court for the Eastern District of Wisconsin. Each party hereto agrees and hereby waives the right to a trial by jury in any action, proceeding or claim brought by or on behalf of the parties hereto with respect to any matter related to this agreement.

RA may have a financial interest in, or business relationships with, management companies, service providers, or other third parties that have or in the future may have a business relationship with you. Further, RA may from time to time receive and/or provide compensation, referral fees, discounts, or other remuneration from or to management companies or other third parties in connection with client referrals or other business arrangements, including this engagement. The foregoing is intended to satisfy any disclosure requirements under applicable certifications, standards, or codes of ethics.
29247750.6

(954) 620-0908 l reserveadvisors.com

12

AMELIA NATIONAL COMMUNITY
DEVELOPMENT DISTRICT

Infrastructure Reinvestment Planning

01

INTRODUCTION
FCS Management Group Trusted Consultant

INFRASTRUCTURE REINVESTMENT
Intentional Capital Reserve Funding &
Capital Improvement Planning (CIP)

02

03

METHODOLOGY
Operations & Maintenance vs. Capital Set Short Term and Long Term Goals

ANALYSIS & ACTION
Review Capital Reserve Study Onsite Inspection & Operations Audit
Update Assets & Confirm Values

04

05

PLANNING TOOL
Customized Planning Tool For Your Community

06

PRICING
2025 Flat Fee
Annual License and Technical Suppport

FCS MANAGEMENT GROUP, LLC

TABLE OF CONTENTS

Welcome to FCS Management Group, a veteran, family-owned company.

Our dedicated team is committed to ensuring that every aspect of your community gets the attention it deserves.

[ Howard “Mac” McGaffney ] President

Exceptional Service

Effective Communications

Community CIP Specialists

FCS MISSION - ATTENTION TO DETAIL

EEXXPPEERRIIEENNCCEEDD LLEEAADDEERRSSHHIIPP

1188 YYeeaarrss -- CCoommmmuunniittyy MMaannaaggeemmeenntt SSppeecciiaall iisstt AAmmeenniittyy OOppeerraattiioonnss aanndd CCoommmmuu nn ii tt yy MMaaiinntteennaannccee
CCaappiittaall II mmpprroovveemmee nn tt PP ll aa nn nn ii nn gg PP rr oo ff ee ss ss ii oo nn aa ll BBuuddggeettiinngg
RReesseerrvvee AAnnaall yyssiiss CCoonnssuull ttiinngg

3300

YY ee aa rr ss FF aa cc ii ll ii tt ii ee ss MM aa nn aa gg ee mm ee nn tt EE xx pp ee rr ii ee nn cc ee RReessiiddeennttiiaall && CCoommmmee rr cc ii aa ll
II nndduussttrriiaall RReettaaiill
MMiill iittaarryy

THREE COMPONENTS TO A SUCCESSFUL PLAN

WHAT GETS WRITTEN IS
WHAT GETS DONE!
“Howard (Mac) McGaffney”

INTENTIONAL
Strategic funding and management of your reserves

RELIABLE
Evaluating and updating your plan annually

OPERATIONAL
Knowing your infrastructure needs

INFRASTRUCTURE REINVESTMENT PLANNING

FCS

methodologies	help

to

distinguish

between

Operations

&

Maintenance

( O& M)

expenses

and	Capital

Expenses

( Cap Ex).

We identify costs related to day- to- day operations versus larger repair
and replacement of infrastructure.

O& M expenses are budgeted for in the General Fund ( O& M budget) and

are

related

to

annual

administrative

and

operations

activities.

Example: management fees, contractual fees, utility expenses, repairs and other materials. Funding for these expenses in the General Fund
budget is necessary for maintaining operations throughout the year.

Capital expenses involve improving physical assets. Example: pool equipment, replacing the amenity center roof, street or parking lot asphalt resurfacing, concrete curb and gutters, stormwater system
improvements.  Infrastructure reinvestment expenses typically have a

longer

useful

life

and

may

require	a

short- term

and

long- term

infrastructure reinvestment plan due to higher costs.

Funding for operational
challenging.

both O& M and Capital expenses is critical.

Maintaining

efficiency	and

investing

in

future

growth

is	often

Balancing infrastructure funding needs and the public

desire to keep assessments low is equally challenging.

FCS has created a budgeting and planning tool which helps the Board organize, prioritize and monetize capital expenses and as a positive note, it provides residents with validation of what their assessments
are paying for.

METHODOLOGY

FCS will review the District’s financials, current capital plan, and any prior capital reserve study, using it as the beginning inventory or list of assets, and identifying current funding strategies. We will then perform an on-site analysis and evaluation of the assets.

As part of the evaluation, we would respectfully request to be provided with 2 access cards, so we can enter the facilities and other District properties, allowing us to come and go as needed during regular operating hours. We will return those access cards at the end of our evaluation period.

We would respectfully request the District to provide a written list of additional infrastructure or capital assets that were purchased after the the last reserve study was performed.

FCS will update the asset list and include any other items that were identified during our onsite review.

A well-structured approach to both the short-term and long-term planning for your community infrastructure, will balance operational effectiveness with strategic funding goals.
After the evaluation period, FCS will create a customized short-term and long-term infrastructure reinvestment tool for the Board to use for planning and budgeting.
This strategic tool suggests minimum funding levels and factors in an adjustable inflationary percentage. As a living document, it can be revised to reflect real-time needs, prioritize replacement items, and provide the Board the flexibility it needs to move items to a different year, based on current needs or updated evaluations by your on-site team, District Manager, District Engineer, or other contractors evaluations

STRATEGIC PLANNING TOOL

ANALYSIS & ACTION

Thank you for the opportunity to serve you and your community !

Optional Hourly Community Consulting Fee Hourly Rate = $150 / Hour
To provide expertise, evaluations and other services to Boards Specialist in Community Operations

Annual Licensing Fee = $1,500
Fee for the use of the Infrastructure Reinvestment Planning Tool Technical Support and Updates
Annual Fee Renews January of every year

2026 Flat Fee = $2,000
FCS normal fee for this services is $10,000, but because of the
good relationship with the District Manager, we have reduced this fee.
Review schedule of assets from the prior Reserve Study
Perform onsite inspection identifying current and new assets Update the District’s schedule of assets, values and useful life
Create a customized Infrastructure Reinvestment Planning Tool for the District
Includes a the current year Licensing Fee (prorated)

PRICING
INFRASTRUCTURE REINVESTMENT CONSULTANT

1^st Time Reserve Study Proposal

Amelia National CDD
95211 Clubhouse Road Fernandina Beach, FL 32034

September 3, 2026

 Contents	

Introduction

3

Proposal

4

Company Facts and References

6

Key Personnel Backgrounds

7

Featured Large Scale Clients (1000 or more units)

8

Large Scale Clients

(1000 or more units)

9

Partial Client List

10

Dreux Isaac & Associates, Inc.

Page 2

 Introduction	
September 3, 2026

Board of Directors Amelia National CDD 95211 Clubhouse Road
Fernandina Beach, FL 32034

Dear Boardmembers:

For over twenty-five years, Dreux Isaac & Associates has been serving community associations, businesses, private clubs and non-profit organizations throughout Florida and the Southeast United States by performing reserve studies, insurance appraisals and turnover reports. We started with one client and have grown to thousands by providing our customers with a quality product and excellent customer support, all at a fair price. With each report you will receive:

Experience - We have inspected and prepared thousands of reserve studies and insurance appraisals for all sizes and types of communities, located in large cities, small towns, resort areas and remote islands.

Training - All technical work is performed by professionals with degrees in engineering or architecture.

Accuracy - All our reports are based on local data and conditions which we continuously monitor.

Understandability - We’re numbers people, but many who read and use our reports are not. So we summarize the data and present it to you in a way that is clear and logical.

Compliance - The reports we prepare will comply with all governing regulations for your association.

Safety - We carry errors and omissions, liability and workers compensation insurance.

Service – Email us or call us during business hours and talk to a real person! If by chance we miss your call, we’ll return it by the next business day.

Sincerely,

Dreux Isaac President

Dreux Isaac & Associates, Inc.

Page 3

 Proposal	

DATE:

September 3, 2026 (To be done in 2026)

CLIENT:

Amelia National CDD
95211 Clubhouse Road, Fernandina Beach, FL 32034

PROPERTY:

Amelia National CDD
95211 Clubhouse Road, Fernandina Beach, FL 32034

INTRODUCTION:

Dreux Isaac & Associates, Inc. (“DIA”) will perform a 1st time reserve study of the property named in this agreement. The reserve study we prepare for each property will contain two methods for calculating reserve contributions. The first method, a straight-line component plan, includes a detailed categorized reserve component schedule which lists every reserve component, its’ current cost, life expectancies, accumulated cash balance, the unfunded balance and recommended contribution amount. The second method, a thirty-year cash flow plan, includes the same reserve component list, but calculates the reserve contribution based on combined reserve expenditures over a thirty-year period, factoring in interest and inflation.

Each 1st time reserve study will contain a summary of findings and recommendations, the two methods of calculating reserve contributions previously described, supporting charts and graphs as well as property photographs and general reserve information.

SCOPE OF WORK:

On-Site Survey – DIA will perform an on-site field survey of the property listed in this proposal. While on-site, we will meet with available personnel (manager, maintenance engineer, board/committee members, etc.) to discuss specific reserve concerns. We will then identify the reserve components and collect specific information on each including age, history, quantity, and condition. Photographs and measurements will be taken as needed.
Physical Analysis – DIA will research relevant background information on the property, review past reserve related work and, if necessary, contact those involved. We will also investigate any reserve requirements. A takeoff of information will be performed from available construction drawings. Current repair and/or replacement costs for each reserve component will be estimated. Useful and remaining life expectancies for each reserve component will then be projected.
Financial Analysis – DIA will collect and review certain financial data, including reserve budget contributions and year end balances will be calculated. Reserve funding projections will be made. A final review and analysis will conclude with completion of the report findings and recommendations.
Report Preparation – The reserve study DIA will prepare for you will include a summary of recommendations and findings, a reserve component schedule, a straight-line funding plan, a 30-year cash flow funding plan, supporting charts, and property photographs. Once a final review is completed, an electronic PDF copy of the report will be sent to you. Unless requested no hard copies will be provided.

Florida Condo Reserve Requirements – This agreement is for preparing a reserve study and will comply with all regulatory requirements currently in effect. It will not comply with Florida’s new condominium structural integrity reserve study and reserve requirementssigned into law on May 26, 2022. These requirements are only for condominiums/co-ops (Chapters 718 & 719) 3-stories and higher.

Dreux Isaac & Associates, Inc.

Page 4

 Proposal	

UPDATE OPTION:

Once DIA has completed your 1st time reserve study report you will have the open-ended option of requesting future reserve study updates. In each update, any reserve related changes made to property since the time the last study was prepared will be reviewed. All reserve component costs, and life expectancies will be updated using the latest available data. Current financial information will be added, and a new analysis will be performed. These updates can be prepared with or without a site visit, depending on the amount of time that has passed since the last site visit.

FEES:

1st time reserve study: $4,000.00

Year 1 update, no site visit : $1,000.00

*ANY ALTERNATE SCHEDULES OR SCENARIOS IS AN ADDITIONAL COST BASED ON SCOPE OF

WORK.

The year 1 update is an open option for the client, and shown for information purposes only. Acceptance of this agreement does not include acceptance of the year 1 update.

PAYMENT:

The	time reserve study fee is due as follows: The	50% is due upon

_1st

_1st

completion of the on-site visual observation inspection portion of the work. The remaining 50% balance is due upon the client’s receipt of the draft pdf. Payment not made within the 30 days will be considered past due and a 1.50% interest fee per month will automatically be applied.

REVISIONS:

You have 30 days to make any corrections/revisions. You are allowed 1 revision. Any other revisions will incur an additional cost per revision. No revisions will be made after 90 days of the 1^st draft.

*No reports will be printed (only a pdf copy will be sent) unless requested.

TIME FRAME:

October/November of 2026. (Estimated as of this proposal date)

ACCEPTED:

Dreux Isaac & Associates, Inc.
10151 University Blvd., Suite 323, Orlando, FL 32817

September 3, 2026

Dreux Isaac, President
Amelia National CDD

Date

Authorized Signature

Date

Name (Please Print)

Position/Title

Dreux Isaac & Associates, Inc.

Page 5

 Company Facts & References	

Established:

1989

Experience:

Over 30 years of performing reserve studies, insurance appraisals and turnover reports
Over 1,800 clients throughout the United States Over 6,000 reports prepared

Qualifications:

Certified Construction Inspectors (CCI) Certified Construction Consultants (CCC) Certified Marshall & Swift Appraisers

Protection:

Workers comp, Liability and E&O insurance coverage

Affiliations:

Community Association Institute Business Member (CAI) Space Coast Communities Association (SCCA)

Website:

www.dia-corp.com

Address:

10151 University Boulevard, Suite 323
Orlando, FL 32817

Phone:

(800) 866-9876

(407) 695-5226

(407) 695-3865 Fax

References

Dreux Isaac & Associates, Inc.

Page 6

Fleming Island Plantation CDD

2300 Town Center Boulevard

Fleming Island

FL

St. Johns Forest CDD

St. Johns Forest Boulevard

Jacksonville

FL

Arlington Ridge CDD

4463 Arlington Ridge Boulevard

Leesburg

FL

Miromar Lakes CDD

Miromar Lakes Parkway

Miromar Lakes

FL

Wentworth Estates CDD

Treviso Bay Boulevard

Naples

FL

Grand Haven CDD

2 North Village Parkway

Palm Coast

FL

Tradition Community CDD

10807 Southwest Tradition Square

Port St. Lucie

FL

Turnbull Creek CDD

101 East Positano Avenue

St. Augustine

FL

Durbin Crossing CDD

145 South Durbin Parkway

St. Johns

FL

Julington Creek Plantation CDD

950 Davis Pond

St. Johns

FL

 Key Personnel Backgrounds	
Dreux Isaac
President

Dreux Isaac is the president, founder, and owner of Dreux Isaac & Associates, Inc., a company that specializes in capital reserve planning and insurance value appraising. Dreux has over 28 years of experience in the construction industry as an architect, insurance appraiser and capital reserve analyst.

In addition to performing thousands of reserve studies and insurance appraisals, over the past 25 years Dreux has been a speaker at numerous seminars, continuing education courses, and various organization meetings involved in the resort and community association industry, as well as a guest on local TV shows in Sarasota and Ft. Myers, Florida. He is current President of Talman Homeowners Association and was past president at Eagles Point Homeowners Association where he previously lived.

Dreux has a Bachelor of Architecture degree from Louisiana State University (LSU) and is a member of the Community Association Institute (CAI), Association of Construction Inspectors and is a Certified Construction Inspector (CCI), a Certified Construction Consultant (CCC).
Dreux has also been a member of the American Association of Cost Engineers (AACE), the American Society of Appraisers (ASA), Jaycees International, the Foundation for Architectural ^Education ^at Louisiana State University.

Dreux was born and raised in New Orleans, Louisiana, but moved to Florida in 1986. He currently lives in Winter Park, FL with his wife Donna and their three boys; Dylan, Derek, and Dalas.

DJ Muehlstedt
Staff Engineer

DJ Muehlstedt was hired in 2005 and since then has performed hundreds of reserve studies and insurance appraisals for condominium, timeshares, homeowners associations, golf and country clubs, commercial and religious properties throughout Florida, the Eastern United States and the Bahamas.

Originally from Iowa, DJ holds a Bachelor of Science degree in Civil Engineering from the University of Iowa. Before joining Dreux Isaac & Associates, DJ worked as a civil engineer performing commercial and residential property inspections for firms in Denver, Colorado and Lakeland, Florida.
DJ is a member of the Association of Construction Inspectors and is a Certified Construction Inspector (CCI), a Certified Construction Consultant (CCC), and a Certified Marshall & Swift Appraiser.
DJ currently resides in Orlando with his wife Marie and their daughter Olivia.

Dreux Isaac & Associates, Inc.

Page 7

Featured Large Scale Clients

(1000 or more units)

Wentworth Estates Community Development District
Treviso Bay Boulevard Naples, FL 34113
http://www.wentworthestatescdd.org

CDD, vehicular bridge, fountain, monument, stormwater management

Services provided: reserve studies

Gleneagles Country Club, Inc.
7667 Victory Lane Delray Beach, FL 33446 www.gleneagles.cc

Private country club community, 1082 homes, gated, 2-18 hole golf courses, 65,000 sq ft clubhouse, 8 pools, 21 har-tru courts

Services provided: reserve studies

Wycliffe Golf and Country Club, Inc. 4650 Wycliffe Country Club Boulevard Wellington, FL 33449 www.wycliffecc.com

Private club and community, 1045 homes, 2-18 hole golf courses, 71,000 sq ft clubhouse, 16 hard-tru tennis courts, pool facility

Services provided: reserve studies

Dreux Isaac & Associates, Inc.

Page 8

 Large Scale Clients (1000 or more units)	

No

Name

Address

1

Bonita Bay Community

3531 Bonita Bay Blvd, Bonita Springs, FL 34134

2
3
4
5
6
7

Delray Villas Recreation Association Durbin Crossing CDD
Forest Ridge Master HOA
Glen Eagle Golf & Country Club Gleneagles Country Club Highlands HOA

13773 Circular Drive, Delray Beach, FL 33484 145 South Durbin Parkway, St. Johns, FL 32259 Pine Isles Road, Davie, FL 33328
1403 Glen Eagle Blvd., Naples, FL 34104 7667 Victory Lane, Delray Beach, FL 33446
2200 Shepard Road, Winter Springs, FL 32708

8

Lexington Community Association

16257 Willowcrest Way, Ft. Myers, FL 33908

9

Mirasol Master Maintenance Association

11600 Mirasol Way, Palm Beach Gardens, FL 33418

10

Moors Master Maintenance Association

17321 NW 66th Court, Miami, FL 33015

11

Ocean Hammock POA

Hammock Dunes Parkway, Palm Coast, FL 32137

12
13
14
15
16
17

Pelican Bay Homeowners
Saint Johns Northwest Residential POA Saint Johns Six Mile Creek North POA Spruce Creek POA
Sunset Lakes Master
Sutton Lakes Owners Association

101 Sea Hawk Drive, Daytona Beach, FL 32119 Royal Pines Parkway, St. Augustine, FL 32092 Registry Blvd., St. Augustine, FL 32092
212-1 Cessna Blvd., Port Orange, FL 32128 18600 Sunrise Avenue, Miramar, FL 33029
Sutton Lakes Blvd., Jacksonville, FL 32246

18

The Country Club at Mirasol Community

11300 Mirasol Blvd., Palm Beach Gardens, FL 33418

19

The Great Outdoors

100 Plantation Drive, Titusville, FL 32780

20
21
22
23
24
25
26
27

The Landings Yacht, Golf & Tennis Club The Ridges Maintenance Association University Park Community
Ventura Country Club Community HOA Victoria Gardens HOA
Village Walk of Sarasota HOA Vista Lakes Community
Waters Edge at Port Orange HOA

4420 Flagship Drive, Ft. Myers, FL 33919 South Post & Bonaventure, Weston, FL 33326 7671 Park Blvd., University Park, FL 34201 3333 Woodgate Blvd., Orlando, FL 32822 1431 Orange Camp Road, DeLand, FL 32724 8109 Camminare Drive, Sarasota, FL 34238 8841 Lee Vista Blvd., Orlando, FL 32829
Waters Edge Blvd., Port Orange, FL 32128

28

Wycliffe Golf and Country Club

4650 Wycliffe Country Club Blvd, Wellington, FL 33449

Dreux Isaac & Associates, Inc.

Page 9

 Partial Client List	

Galeria, Miami Beach
Giardino Village, Boynton Beach
Golden Lakes Village A, West Palm Beach Green Diamond, Miami Beach
Grove Isle, Coconut Grove Grovenor House, Coconut Grove Gulfstream, Boynton Beach Hammocks Community, Miami Hamptons South, Aventura
Harbor Club South Bldg No 1, Marathon Harborview, Fisher Island
ICON, Miami Beach
Illustre Village, Boynton Beach Imagination Farms Community, Davie Imperial at Brickell, Miami
Jackson Tower Las Olas, Ft Lauderdale Jade Residences at Brickell Bay, Miami Jefferson Corners at Heritage Ridge, Stuart Kings Creek South, Miami
Kings Point Imperial, Sunny Isles Beach La Tour, Miami Beach
Lago Del Rey 2, Delray Beach
Lago Del Rey Central Maint, Delray Beach Lago Del Reyminiuim 10, Delray Beach Lake Emerald, Oakland Park
Lake Tower, Key Biscayne Lake Villa Three, Key Biscayne Lake Villa Two, Key Biscayne
Lake Villa, Key Biscayne Lakeridge Townhomes, Miami Lakes of the Meadow Master, Miami
Lakes of the Meadow Neighborhoods, Miami Las Salinas, Key West
Le Club International, Ft Lauderdale LExcellence, Miami Beach LHermitage II, Ft Lauderdale Lucente Village, Boynton Beach Maison Grande, Miami Beach Majestic Isles, Boynton Beach Marbella of Miami, Miami
Marina Village No Three, Fisher Island Marina Village No Two, Fisher Island Marina Village, Fisher Island MarinaBlue, Miami
Mariner Village Gardens, Aventura
Michael-Ann Russell Jewish Community Ctr, N Miami Bch Millennium, Sunny Isles Beach
Mizner Court, Boca Raton
Mizner Place at Weston Town Center, Weston Mizner Tower, Boca Raton
Mizner Village Maintenance, Boca Raton Moorings at Lantana No Three, Lake Worth Moors Pointe, Miami
Murano Grande at Portofino Master, Miami Beach Murano Grande at Portofino, Miami Beach
Mystic Pointe Tower 300, Aventura Mystic Pointe Tower 500, Aventura Mystic Pointe Tower 600, Aventura
Mystic Pointe Townhouses, North Miami Beach Neo Lofts, Miami
Nola Lofts I, Ft Lauderdale
North Tower at the Point, Aventura Northtree Community, Lake Worth Nuriver Landing, Ft Lauderdale Oasis Singer Island, Singer Island
Ocean Club Community, Key Biscayne Ocean Club Jupiter, Jupiter
Ocean Three, Sunny Isles Beach Ocean Trail No II, Jupiter
Ocean Two, Sunny Isles Beach Oceania V, Sunny Isles Oceanside No Five, Fisher Island Oceanside No Four, Fisher Island
Oceanside No Three, Fisher Island

Oceanside No Two, Fisher Island Oceanside, Fisher Island
Old Port Cove Lake Point Tower, N Palm Beach Old Port Cove Towers, North Palm Beach
One Royal Palm Way, Palm Beach
Palm Beach Shores Resort, Palm Beach Shores Palm-Aire Country Club No 6, Pompano Beach Palmetto Place at Mizner Park, Boca Raton Park Place, Pembroke Pines
Pembroke Cove Apts, Pembroke Pines Pembroke Falls, Pembroke Pines Phoenix Towers, Singer Island
Pipers Landing Garden Apts Area Nine, Palm City Pipers Landing Garden Apts Area Three, Palm City Pipers Landing POA, Palm City
Pipers Landing, Palm City Plantation Beach Club, Stuart
Platina Community Master, Boynton Beach Playa Del Sol, Ft Lauderdale
Plaza Del Prado, North Miami Beach Plaza of Bal Harbour, Bal Harbour
Poinciana Island Yacht and Racquet Club, Sunny Isles Porta Bella Yacht & Tennis Club, Boca Raton
Porto Vita POA, Miami Portofino Tower, Miami Beach
Portofino/South Pointe Master, Miami Beach Portsview at The Waterways Harbor Towers, Aventura Portsview at The Waterways Harborside, Aventura Portsview at The Waterways Master, Aventura Portsview at The Waterways Tower 1, Aventura Portsview at The Waterways Townhomes, Aventura Presidential Place, Boca Raton
Puerta De Palmas, Coral Gables Quadomain, Hollywood
Regent Park, Hollywood Resort Villa One, Key Biscayne Resort Villa, Key Biscayne
Runaway Bay Apts, Ft Lauderdale Sandy Lane Master, Miami Beach Sea Air Towers, Hollywood SeaSide Residences, Key West Seaside Villas, Fisher Island Seaside, Fisher Island
Sherwood Lakes, Lake Worth
Shoma Homes Keys Gate, Homestead Silver Seas Beach Club, Ft Lauderdale Skyline on Brickell, Miami
Snapper Creek Townhouse, Miami Snug Harbor Yacht Club, Stuart South Bay Club, Miami Beach South Pointe Towers I, Miami Beach Stratford Arms, Boca Raton Summerspell, Miramar Beach Summit Tower, Hollywood Beach Sunset Harbour North, Miami Beach Sunset Trace, Palm City
Symphony Master, Ft Lauderdale The 2100, Palm Beach
The 3560, Palm Beach
The Admirals Walk, Boca Raton The Amethyst, Miami Beach The Beresford, Boca Raton
The Carriage Club North, Miami Beach
The Coconut Grove Bayshore, Coconut Grove The Courtyards at The Point, Aventura
The Courtyards in Cityplace, West Palm Beach The Crossings, Miami
The Emeraldbay at Key Colony, Key Biscayne
The Floridian of Miami Beach, Miami Beach The Gables and Club, Coral Gables
The Golf Village at Admirals Cove Master, Jupiter The Jockey Club Apt, Miami
The Lands of The President Two, W Palm Beach

Southeast Florida
1000 Island Boulevard, Aventura 1680 Michigan, Miami Beach
18101 Collins Avenue, Sunny Isles Beach 2080 Ocean Drive, Hallandale
2800 Island Boulevard, Williams Island 4000 Island, Aventura
5000 Bayview, Fisher Island 5100 Bayview, Fisher Island 5600, Miami Beach
70 Park Drive at Bal Harbour, Bal Harbour 7400 Oceanside, Fisher Island
7600 Oceanside, Fisher Island Acqualina, Sunny Isles Admiral Towers, Miami Beach
Admirals Cove Master POA, Jupiter Alexandra Village, Boynton Beach Andalusia, Coral Gables
Apogee, Miami Beach
Atlantic Coral Harbor, Islamorada Atlantic II at the Point, Aventura Atlantic III at the Point, Aventura Avant Garde, Hallandale
Bayside Village East, Fisher Island Bayside Village, Fisher Island Bayview No One, Fisher Island Bayview No Three, Fisher Island Bayview No Two, Fisher Island Beach Club Three, Hallandale
Beach Beach Club Villas II, North Miami Beach Bel-Aire On The Ocean, Miami Beach Bellavista Village, Boynton Beach
Biltmore II, Coral Gables
Blue & Green Diamond Master, Miami Beach Blue Diamond, Miami Beach
Boynton Lakes North, Boynton Beach Brickell Bay Club, Miami
Brickell East, Miami Brickell Mar, Miami
Brickell Place Phase II, Miami Brickell Town House, Miami
Canada House Beach Club, Pompano Beach Carbonell, Miami
Carrington at Coconut Creek, Coconut Creek City Place Tower, West Palm Beach
Coastal Towers, Sunny Isles Beach Coconut Bay Resort, Ft Lauderdale
Coconut Mallory Marina and Resort, Key West Continuum on South Beach Master, Miami Beach Continuum on South Beach South Tower, Miami Beach Coral Ridge Towers South, Ft Lauderdale
Coronado , Aventura
Country Walk Estate Homes, Miami Country Walk Master, Miami
Country Walk Patio Homes, Miami Courts Brickell Key, Miami Courvoisier Courts, Miami
Cypress Bend VII, Pompano Beach Cypress Head Club, Parkland
Cypress Lake of Martin County, Palm City Cypress Lakes Master, West Palm Beach Diamante Village, Boynton Beach Emerald Pointe Community, Delray Beach Ensenada, Aventura
Excellente Village, Boynton Beach Fairways at Mariner Sands, Stuart
Finnish-American Rest Home, Lake Worth First Sunrise LC, West Palm Beach Forest Ridge Master, Davie
Gables Point I, Miami Gables Point II, Miami
Gables Point III, Miami
Gables Point Reclands Master, Miami

Dreux Isaac & Associates, Inc.

Page 10

Partial Client List
The Loxahatchee Club, Jupiter The Marina at the Bluffs, Jupiter The Metropolitan, Miami
The Moors Master Maintenance, Miami The of Harbour Isles, North Palm Beach
The Palm Yacht Beach Club, Lauderdale By The Sea The Palms 2100 Master, Ft Lauderdale
The Palms 2100 Tower One, Ft Lauderdale The Palms 2100 Tower Two, Ft Lauderdale The Palms 2100 Townhouses, Ft Lauderdale The Palms of Islamorada, Islamorada
The Parc, Aventura
The Point of Aventura Maintenance, Aventura The Prado, West Palm Beach
The Ridges Maintenance, Weston The Tides, Hollywood
The Village of Stuart, Stuart
The Waterfront on the Ocean, Juno Beach The Yacht Club at Portofino, Miami Beach The Yacht Club, Aventura
Three Tequesta Point, Miami Tiffany Lakes, Mangonia Park Tivoli Trace, Deerfield Beach Toscano, Miami
Town Park Village No 1, Miami
Turnberry Ocean Colony S Twr, Sunny Isles Beach Turnberry on the Green, Aventura
Tuscany No 6, Miramar
Vacation Village at Bonaventure Master, Weston Vacation Village at Bonaventure, Weston Vacation Village at Weston, Weston
Vacation Village Registration, Weston Venetia, Miami
Venetian Palms, Miami Villa Regina, Miami
Village Homes Maintenance, Miami Waterview, Aventura
Willoughby Community, Stuart Willoughby Golf Club, Stuart Windchime Lakes, Boynton Beach Yorktown POA, Hobe Sound

Bay Forest, Naples
Bay Harbor Community, Bonita Springs Bay Harbor, Ft Myers
Bay Hollow, Bradenton Bay Isles, Longboat Key Bay Plaza, Sarasota
Bay Pointe at Bonita Bay, Bonita Springs Bay Village Club, Ft Myers Beach
Bays Bluff, Sarasota Bayshore Regency, Tampa Bayshore, Cape Coral
Bayshores of Vanderbilt Beach, Naples Bayview Homes I, Sarasota
Baywood Colony Southwood Apts I, Sarasota Beach Terrace, Sarasota
Beach View at Boca Bay, Boca Grande Beach Villas III, Captiva
Beachway, Sarasota Bedford A, Sun City Center Bedford B, Sun City Center Bedford C, Sun City Center Bedford D, Sun City Center Bedford E, Sun City Center Bedford F, Sun City Center Bedford G, Sun City Center Bedford H, Sun City Center Bedford J, Sun City Center Beechwood Cove, Sarasota
Bellavista at Gulf Harbour Yacht & Country Club, Ft Myers
Bermuda Club, Ft Myers Bermuda Pointe, Bonita Springs Bird Bay Community, Venice Bird Bay Village Phase 1, Venice Bird Bay Village Phase 2, Venice Bird Bay Village Phase 4, Venice Bird Bay Village Phase 5, Venice Blackburn Harbor, Osprey
Blind Pass, Sanibel
Boathouse on Longboat, Longboat Key Boca Bay Master, Boca Grande
Boca Bay Pass Club, Boca Grande
Boca Grande Health Clinic Foundation, Boca Grande Boca Grande Health Clinic, Boca Grande
Boca Grove, Bradenton
Boca Vista at Burnt Store Lakes, Punta Gorda Bonita Beach Club, Bonita Springs Brandywine, Ft Myers
Brenson Mar, Cape Coral Brookfield, Sun City Center Brookshire Village I, Ft Myers Brookshire Village II, Ft Myers Brookshire Village IV, Ft Myers Calais at Pelican Bay, Naples Caloosa Isles II, Ft Myers Cambridge A, Sun City Center Cambridge B, Sun City Center Cambridge C, Sun City Center Cambridge E, Sun City Center Cambridge F, Sun City Center Cambridge H, Sun City Center Cambridge I, Sun City Center Cambridge J, Sun City Center Cambridge K, Sun City Center Cambridge L, Sun City Center Cambridge M, Sun City Center Cane Palm Beach, Ft Myers Beach Canton Court D, Sun City Center
Captains Bay North One, Ft Myers Beach Captains Bay North Two, Ft Myers Beach

Captains Bay South, Ft Myers Beach Captains Harbour, Cape Coral Cardinal Cove, Ft Myers
Carrington Place, Sarasota Casa Del Sol, Sarasota
Casa Ybel Beach and Racquet Club Phase IJK, Sanibel Casa Ybel Resort Limited Partnership, Sanibel Casarina, Sarasota
Castel Del Mare, Sarasota
Cedar Hammock Golf & Country Club, Naples Chandlers Forde, Sarasota
Chiltington Court, Naples Cinnamon Cove Terrace I, Ft Myers
Cinnamon Cove Terrace III, Ft Myers Clipper Bay, Cape Coral
Clipper Cove Village, Ft Myers Clipper Cove Village, Punta Gorda Club Brittany at Park Shore, Naples Club Harbour, Cape Coral
Club Regency, Marco Island Cobblestone Court I, Naples Colonial Wests, Ft Myers Colony Bay One, Tampa
Condo of Sand Cay, Longboat Key Coral Del Rio, Cape Coral
Coreys Landing, Longboat Key Corinth, Sun City Center Corkscrew Woodlands, Estero Coronado, Ft Myers
Country Pines of North Fort Myers, N Ft Myers Countryside Master, Naples
Courtside Landings, Punta Gorda Courtyard Landings III, Punta Gorda Courtyard Landings, Punta Gorda Crescent Arms, Sarasota
Crescent Beach, Marco Island Crescent Royale, Sarasota
Crossings II at Bonita Bay, Bonita Springs Cypress Lake Country Club, Ft Myers Cypress Lake Estates, Ft Myers
Cypress Lake Gardens, Ft Myers Deer Creek Community, Sarasota Devonshire, Sun City Center Dolphin Towers, Sarasota Dolphin Watch, Ft Myers Beach
Dorchester A of Kings Point, Sun City Center Dorchester B of Kings Point, Sun City Center Dorchester C of Kings Point, Sun City Center Dorchester D of Kings Point, Sun City Center Eagle Creek Golf & Country Club, Naples Eagles Nest at Bonita Bay, Bonita Springs Eagles Nest, Marco Island
Eagles Point at the Landings III, Sarasota Eden House, Ft Myers Beach
Edinburgh, Sun City Center
Egret Landing at Tampa Bay, San Antonio Egrets Landing at Bonita Bay, Bonita Springs
Emerald Cove at Cape Coral Community, Cape Coral Emerald Pointe, Punta Gorda en Provence, Longboat Key Enclave at Palmira I, Bonita Springs
Enclave Neighborhood, Bonita Springs Enclave of Naples, Naples
Englewood Beach, Englewood Estero Bayside, Ft Myers Beach Estero Sands, Ft Myers Beach Fairbourne, Sun City Center Fairfield A, Sun City Center Fairfield B, Sun City Center Fairfield C, Sun City Center

Southwest Florida
Acadia II, Sun City Center Acadia, Sun City Center Admirals Bay, Ft Myers Beach Admiralty Point, Naples
Aloha Kai, Sarasota Alta Mar, Ft Myers
Amberwood Lake, Ft Myers
Andover A of Kings Pointe, Sun City Center Andover B of Kings Point, Sun City Center Andover C, Sun City Center
Andover D of Kings Point, Sun City Center Andover E of Kings Point, Sun City Center Andover F of Kings Point, Sun City Center Andover G, Sun City Center
Andover H of Kings Point, Sun City Center Andover I of Kings Point, Sun City Center Anna Maria, Cape Coral
Ariel, Ft Myers Avalon Bay, Ft Myers Bahia Del Sol, Ruskin Ballantrae, Sarasota
Barefoot Pelican, Naples
Bay Colony Community, Naples
Bay Colony Golf Club, Naples Bay Colony Shores POA, Naples

Dreux Isaac & Associates, Inc.

Page 11

Partial Client List
Fairfield D, Sun City Center Fairfield E, Sun City Center Fairfield F, Sun City Center Fairfield G, Sun City Center Fairfield H, Sun City Center
Fairway Bay Common Shared Facility, Longboat Key Fairway Bay I, Longboat Key
Fairway Bay II, Longboat Key Fairway Bay III, Longboat Key Fairway Trace at Peridia II, Bradenton Fairway Villas Property, North Port Fairway Woods, Sarasota
Falling Waters Master Rec Facilities, Naples Falling Waters Master, Naples
First Lido, Sarasota
First Presbyterian Church of Naples, Naples First United Methodist Church, Ft Myers
Forest Glen Golf & Country Club Master, Naples Four Winds Marina North, Bokeelia
Four Winds Marina, Bokeelia Foxfire Community, Naples Foxmoor, North Ft Myers
Gateway Golf & Country Club, Ft Myers Glades Golf & Country Club, Naples Glades Golf and Country Club, Naples
Gladiolus Gardens Rec and Maint, Ft Myers Gladiolus Gardens Section V, Ft Myers Gladiolus Gardens Section X, Ft Myers Gladiolus Gardens Section XI, Ft Myers Glen Eagle Golf & Country Club, Naples Glen Oaks Manor Home, Sarasota Gleneagles IV, Naples
Gloucester A, Sun City Center Gloucester B, Sun City Center Gloucester C, Sun City Cetner Gloucester D, Sun City Center Gloucester E, Sun City Center Gloucester F, Sun City Center Gloucester G, Sun City Center Gloucester H, Sun City Center Gloucester J, Sun City Center Gloucester K, Sun City Center Gloucester L, Sun City Center Gloucester M, Sun City Center Gloucester N, Sun City Center Gloucester P, Sun City Center Gramercy, Naples
Grand Bay/LBK Community, Longboat Key Grand Bay/LBK I, Longboat Key
Grand Bay/LBK II, Longboat Key Grand Bay/LBK III, Longboat Key Grand Bay/LBK IV, Longboat Key Grand Bay/LBK V, Longboat Key Grand Bay/LBK VI, Longboat Key
Grand Vista at Riverwood, Port Charlotte Grande Bay at Boca Bay, Boca Grande Grantham, Sun City Center
Greenbriar VI at Bonita Bay, Bonita Springs Greengate Community, Ft Myers Greengate IV, Ft Myers
Gulf Reflections, Ft Myers
Gulf Sandss of Mansota Key, Englewood Hacienda de Ybor Apt Community, Tampa Hacienda Villas, Tampa
Hamilton Club, Sarasota
Hammock Isle at Bonita Bay, Bonita Springs Harbor Isles, Venice
Harbor Place at Peppertree, Ft Myers Harborshore at Boca Bay, Boca Grande

Harborside at Boca Bay, Boca Grande Harbortown, Ft Myers
Harbour Court, Longboat Key Harbour Landings Estates, Cortez Harbour Landings, Ft Myers Harbour Links, Ft Myers
Harbour Pointe, Ft Myers Beach Harbourtowne, Cape Coral
Heather Ridge II of Brookshire, Ft Myers Heritage Oaks Golf & Country Club, Sarasota Heritage Palms Golf & Country Club, Ft Myers Hibiscus Pointe, Ft Myers Beach
Hickory Shores, Bonita Beach Hidden Harbour One, Ft Myers
High Point Country Club Group Eleven, Naples High Point Country Club Group Fourteen, Naples High Point Country Club Group One, Naples High Point Country Club Group Ten, Naples High Point Country Club Group Two, Naples High Point Country Club, Naples
Highgate A, Sun City Center Highgate B, Sun City Center Highgate C, Sun City Center Highgate D, Sun City Center Highgate E, Sun City Center Highgate F, Sun City Center Highgate II, Sun City Center Highgate III, Sun City Center Highgate IV, Sun City Center
Highland Woods Golf & Country Club, Bonita Springs Hudson Harbour, Sarasota
Huntington at Sun City Center, Sun City Center Huron Cove, Marco Island
Hurricane House, Sanibel Idlewood, Sun City Center
Inn On The Beach, Longboat Key Insurance Service of Sarasota, Osprey
Inverness at Sun City Center, Sun City Center Ironwood Business Park, Sarasota
Island Beach, Ft Myers Beach
Island Pines Recreation, Ft Myers Beach Island Reef, Ft Myers Beach
Island Winds Bath and Racquet Club, Ft Myers Beach Jameson, Sun City Center
Japanese Gardens, Venice Jetty Villas, Venice Kahlua, Ft Myers Beach
Kelly Greens Community IV, Ft Myers Kelly Greens Single Family I, Ft Myers Kelly Greens Terrace V, Ft Myers Kelly Greens Verandas I, Ft Myers Kelly Greens Verandas II, Ft Myers Kelly Greens Verandas III, Ft Myers Kelly Greens Verandas IV, Ft Myers Kelly Greens Verandas V, Ft Myers Kelly Greens Verandas VI, Ft Myers Kelly Greens Verandas VII, Ft Myers Kensington, Sun City Center
Key Harbour, Ft Myers Key Royal, Naples
Kings Point, Sun City Center Kingsmere, Sarasota Kingston Arms, Sarasota
Krain Residence, Longboat Key La Bellasara, Sarasota
La Firenza, Longboat Key Lake Louise, Cape Coral Lake Pointe Apts Ltd, Tampa Lakebridge, Bradenton

Lakemont Cove, Bonita Springs Lakeshore Village, Sarasota Lakeside Vista, Ft Myers
LAmbiance at Longboat Key Club, Longboat Key Lancaster I, Sun City Center
Lancaster II, Sun City Center Lancaster III, Sun City Center Lancaster IV, Sun City Center Laurel Villas, Venice
Le Ciel Park Tower, Naples LElegance on Lido Beach, Sarasota Lido Beach Club, Sarasota
Lido Towers, Sarasota
Limetree Beach Resort, Sarasota Linkside Village I, Port Richey Little Hickory Bay, Bonita Springs
Longboat Beachcomber, Longboat Key Longboat Terrace, Longboat Key Longboat Village, Ft Myers
Longshore Lake Foundation, Naples Lovers Key Beach Club, Ft Myers Beach Lyndhurst, Sun City Center
Manchester I, Sun City Center Manchester II, Sun City Center Manchester III, Sun City Center Manchester IV, Sun City Center Manhattan Palms, Tampa
Mansion La Palma at Bay Colony, Naples Marina Bay, Longboat Key
Marina Del Sol, Sarasota
Marina North Shore, Punta Gorda Marina Terrace, Ft Myers
Marina Village at Snug Harbor, Ft Myers Beach Marinatown Village A, Ft Myers
Mariner Pointe, Sanibel
Mariners Boathouse and Beach Resort, Ft Myers Beach
Mariners Cove, Naples McGregor Woods, Ft Myers Meadowlake, Sarasota
Merano at the Colony, Bonita Springs
Meridian at the Oaks Preserve Commons, Osprey Meridian I at The Oaks Preserve, Osprey Meridian II at The Oaks Preserve, Osprey Meridian III at The Oaks Preserve, Osprey Meridian IV at The Oaks Preserve, Osprey Meridian V at The Oaks Preserve, Osprey Meridian VI at The Oaks Preserve, Osprey Midnight Cove II, Sarasota
Midnight Cove, Sarasota Miromar Lakes Master, Estero Mission Lakes of Venice, Venice Mission Monterey, Ft Myers
Mont Claire at Pelican Marsh, Naples Myerlee Manor, Ft Myers
Nantucket I, Sun City Center Nantucket II, Sun City Center Nantucket III, Sun City Center Nantucket IV, Sun City Center Nantucket V, Sun City Center Naples Four Winds, Naples
Naples Heritage Golf & Country Club, Naples Naples Lakes Country Club, Naples
New Approach, Ft Myers North Bay, Boca Grande
North Shore Place, North Ft Myers North Village, Boca Grande
Office Buildings, LeHigh
Old Bridge Village Co-op, North Ft Myers Orchid Beach Club Residences, Sarasota

Dreux Isaac & Associates, Inc.

Page 12

Partial Client List
Oxford I, Sun City Center Oxford II, Sun City Center Paddle Creek, Ft Myers
Palm Avenue Baptist Tower, Tampa
Palm Harbor Club at Bay Beach, Ft Myers Beach Palmetto Ridge at the Brooks, Bonita Springs Park Plaza, Naples
Park Shore Resort, Naples Park View III, Cape Coral
Pavese Garner Attorney at Law, Ft Myers Pavilion Club, Naples
Pelican Bay Foundation, Naples Pelican Cove, Sarasota
Pelican Marsh Golf Club, Naples Pelican Watch, Ft Myers Beach Peppertree Bay, Siesta Key Pine Grove, Ft Myers
Pinebrook-Ironwood Recreation, Bradenton Pipers Grove, Naples
Plantation Beach Club II, Captiva Plantation Beach Club III, Captiva Plantation Beach Club, Captiva Plantation Beach Club, Port Charlotte Plantation House, Captiva
Plantation Village of Sanibel, Sanibel Pointe Estero, Ft Myers Beach
Porta Vecchio at Mediterra Neighborhood, Naples Portobello, Longboat Key
Ports of Iona, Ft Myers Portsmith, Sun City Center Princess Del Mar, Marco Island Princeton, Sun City Center Promenade, Longboat Key
Prosperity Point Master, Punta Gorda Provincetown, Ft Myers
Quail Creek Village Foundation, Naples Radison I, Sun City Center
Radison II, Sun City Center
Raintree Village No 4, Temple Terrace Raintree Village POA, Temple Terrace Reflection Lakes Master, Ft Myers Reflection Lakes Two, Ft Myers Regatta Pointe, Palmetto
Regency House, Sarasota RHC Master, Valrico
River View Villas, Cape Coral Rivers Edge 2, Ft Myers Rivers Edge 3, Ft Myers
Riverside Yacht Club Estates, Ft Myers Riverwalk Cove, Ft Myers
Riviera Club Village, Sarasota Riviera Club, Ft Myers Beach Rosewood at the Gardens, Sarasota Royal Beach Club, Ft Myers Beach Royal Vista, Cape Coral
Royal Wood Master, Naples Ruby at Sunstone, Naples San Carlos Springs, Ft Myers San Marino Bays, Tampa
Sanctuary I at Longboat Key Club, Longboat Key Sanctuary II at Longboat Key Club, Longboat Key Sanctuary III at Longboat Key Club, Longboat Key Sanctuary IV at Longboat Key Club, Longboat Key Sandalfoot, Sanibel
Sandpiper Apts, Venice Sanibel Beach Club, Sanibel
Sanibel Harbour Tower South, Ft Myers Sanibel Siesta Apt, Sanibel
Sarabande, Sarasota

Sarasota Harbor East Apts, Sarasota Saturnia Lakes, Naples
Savannah at Turtle Rock, Sarasota Savannah Trace, Tampa
Sea Isles of Bonita Beach, Bonita Springs Seagrove at Siesta Key, Siesta Key
Seascape of Little Hickory Island, Bonita Springs Seawatch, Ft Myers Beach
Senior Friendship Centers, Naples Senior Friendship Centers, Sarasota Senior Friendship Centers, Venice Serenade on Palmer Ranch, Sarasota Seven Lakes, Ft Myers
Shorewood of Sanibel, Sanibel Siesta Towers, Sarasota Silver King, Boca Grande
Silverleaf at Seven Oaks, Wesley Chapel Smugglers Cove, Ft Myers Beach
Snug Harbor, Sanibel Solamar, Naples Somerset Cay, Sarasota
South Bay at Boca Bay, Boca Grande
South Gate Village Green Section Four, Sarasota South Pointe Villas Master, Ft Myers
South Pointe Villas Phase II, Ft Myers South Pointe Villas Phase III, Ft Myers South Pointe Villas Phase IV, Ft Myers South Seas Club, Captiva Southampton I, Sun City Center Southampton II, Sun City Center
Spanish Main Yacht Club, Longboat Key Spring Lake Community, Ft Myers Spring Lake II, Ft Myers
Spring Lake, Ft Myers SRQ Park, Sarasota St Croix, Sanibel Island
Steamboat Bend East, Ft Myers
Stonebridge Country Club Community, Naples Stoneybrook Clubside South, Sarasota Stoneybrook Fairway Verandas I, Sarasota Stoneybrook Golf & Country Club, Sarasota Stoneybrook Greens Commons, Sarasota Stoneybrook Veranda Greens North I, Sarasota Stoneybrook Veranda Greens North II, Sarasota Stoneybrook Verandas I, Sarasota
Strawberry Ridge, Valrico Summerlin Village, Ft Myers Sundial East, Sanibel Sundial of Sanibel, Sanibel
Sunrise Bay Resort and Club, Marco Island
Sunset Beach, Longboat Key Surfrider Beach Club, Sanibel Surfsong, Ft Myers Beach Surfwalk, Marco Island Tamarind Gulf and Bay, Englewood
Tangerine Bay Club, Longboat Key
TBM Properties & Smoot Properties, Ft Myers Terrace I at Lakeside Greens, Ft Myers Terrace II at Lakeside Greens, Ft Myers Terrace III at Lakeside Greens, Ft Myers Terraverde 1, Ft Myers
Terraverde 2, Ft Myers Terraverde 3, Ft Myers
Terraverde 4, Ft Myers Tessera, Sarasota The Alagon on Bayshore, Tampa
The Bayou, Ana Maria
The Beaches, Longboat Key
The Boardwalk Caper III, Ft Myers Beach The Boardwalk Caper IV , Ft Myers Beach The Caper Beach Club, Ft Myers Beach The Castillian, Longboat Key
The Club at Crystal Lake II, Ft Myers

The Club at Crystal Lake III, Ft Myers The Club at Crystal Lake, Ft Myers The Club at Crystal Lake, Ft Myers The Club Pelican Bay, Naples
The Cottages at South Seas Plantation, Captiva The Country Club of Naples, Naples
The Embassy House, Sarasota
The Enclave at Fiddlesticks Neighborhood, Ft Myers The Encore, Sarasota
The Estates at Bay Colony Golf Club, Naples The Foundation of Pelican Marsh, Naples
The Glasser-Schoenbaum Human Srvcs Ctr, Sarasota
The Grande Riviera, Sarasota The Habitat, Marco Island
The Hamptons at Bonita Bay, Bonita Springs
The Harbour Club at Lighthouse Bay, Bonita Springs The Heron at the Sanctuary III, Sanibel
The Isles of Caloosa, Ft Myers The Isles Recreation, Ft Myers
The Knolls of Kings Point II, Sun City Center The Knolls of Kings Point III, Sun City Center The Knolls of Kings Point, Sun City Center The Landings Carriagehouse, Sarasota
The Landings Racquet Club, Sarasota
The Landings Yacht Golf and Tennis Club, Ft Myers The Landings, Sarasota
The Miles Building, Ft Myers
The Monaco Beach Club, Naples
The Moorings at Edgewater, Bradenton The Moorings Country Club, Naples
The Oaks Preserve Management, Osprey
The Olde Hickory Golf & Country Club, Ft Myers The Olde Hickory Verandas Common, Ft Myers The Olde Hickory Verandas I, Ft Myers
The Olde Hickory Verandas II, Ft Myers The Olde Hickory Verandas III, Ft Myers The Olde Hickory Villas, Ft Myers
The Players Club, Longboat Key The Regency, Ft Myers
The Sanctuary at Longboat Key Club, Longboat Key The Sand Caper, Ft Myers Beach
The Sanibel Cottages, Sanibel The Shore, Longboat Key
The Shores at Gulf Harbour III, Ft Myers The Somerset, Marco Island
The Strand at Bay Colony, Naples The Sun Caper, Ft Myers Beach
The Surf Club of Marco, Marco Island
The Venice Golf & Country Club Master, Venice The Villas at Deer Creek, Sarasota
The Villas at Pinebrook, Bradenton The Water Club, Longboat Key
The Waterfront at Main Street, Bradenton The Waterfront, Bradenton
The Waterway, Bradenton
The Woods at Pinebrook, Bradenton Tortuga Beach Club, Sanibel
Town & River Phase One, Ft Myers Tremont I, Sun City Center Tremont II, Sun City Center Tuckaweye, Bonita Springs
Turtle Rock Community, Sarasota Tuscana, Sarasota
Tuscany Bay POA, Gibsonton
University Park Community, University Park Vanderbilt Beach & Harbour Club, Naples Vanderbilt Gulfside, Naples
Vasari Country Club Master, Bonita Springs Veinte, Longboat Key

Dreux Isaac & Associates, Inc.

Page 13

Partial Client List
Venice Golf & Country Club, Venice Viking, Cape Coral
Villa Capri, Ft Myers
Villa Del Mar, Ft Myers Beach Villa Di Lancia, Longboat Key Villa La Palma, Naples
Villa Palmeras at Prestancia, Sarasota Villa Serena, Riverview
Village on Golden Pond at Breckenridge, Estero Village Walk, Sarasota
Villas on Golden Beach, Venice Villeroy, Sun City Center
Vistas on Beneva, Sarasota Vizcaya at Bay Colony, Naples
Water Crest of Falling Waters, Naples Watercrest, Bradenton
Wedgewood, Sanibel
Whiskey Creek Village Green Section Eight, Ft Myers Whiskey Creek Village Green Section Fourteen, Ft Myers Whiskey Creek Village Green Section Ten, Ft Myers Whiskey Creek Village Green Section Two, Ft Myers Whispering Sands, Sarasota
White Sands Club, Naples Wilderness Country Club, Naples Wilderness, Naples
Wildewood Springs, Bradenton Winding Oaks, Longboat Key Windsong, Bonita Beach Woodside Village West, Sarasota Worthington, Sun City Center Wyldewood Lakes, Ft Myers

Coconut Palms Beach Resort II, New Smyrna Beach Coconut Palms Beach Resort, New Symrna Beach Colony Surf, Clearwater
Commodore Beach Club, Maderia Beach Coral Pointe at Harbourside, St Petersburg Corbett Development, Clearwater
Cranes Roost, Altamonte Springs
Crescent Beach Club Two 8-A LLC, Clearwater Cristal, Indian Harbour Beach
Cross Creek of Ocoee, Ocoee Crystal Lake, Palm Harbor
Curlew Landings South, Indian Rocks Beach Cypress Creek Village Unit Two, Orlando Cypress Creek Village, Orlando
Cypress Lakes Assoc & Big Cypress Golf, Lakeland Daytona Beach Riverhouse, Daytona Beach
Devon Green Neighborhood, Heathrow Dunedin Pines, Dunedin
Edgewater Harbor, Indian Shores Eloise Pointe Estates, Winter Haven Emerald Seas, Cocoa Beach Fairway Village Residents, Largo Florencia, St Petersburg
Forest Lakes of Cocoa, Cocoa Forest Lakes, Oldsmar
Fountain Beach, Daytona Beach Fountain Parke at Lake Mary, Lake Mary Foxhaven Neighborhood, Orlando Georgetown East, Safety Harbor Georgian Inn Beach Club, Ormond Beach Golfside Villas, Winter Park
Grand Lake Resort, Kissimmee Greenbriar at Tuscawilla, Winter Springs Greystone Town Homes, Sanford
Gulf Gate, St Petersburg Hampton Hills Estates, Debary Harbor Pointe, Titusville
Hawks Landing at Pelican Bay, Daytona Beach Heathrow Lakes Maintenance, Heathrow Heathrow Master, Heathrow
Heathrow Woods, Heathrow Heritage Crossing, Reunion Heron Cove, Lake Mary
Hidden Springs, Altamonte Springs Highlands of Innisbrook, Palm Harbor Home of Palm Hill, Largo
Hunters Creek Community, Orlando Hunters Creek Town Center POA, Orlando Hunters Creek Tract 181, Orlando
Hyde Park, Winter Garden Images, Kissimmee
Indian River Club, Rockledge
Island Oaks of Merritt Island, Merritt Island Island Pointe of Merritt Island, Merritt Island Islander Beach Club, New Smyrna Beach Jameson Place, Rockledge
Jefferson Green at Anthem Park, St Cloud Joyce Ann Apts, Pinellas Park
Kingstown Reef, Orlando Knights Landing Apts, Orlando Lake Griffin Harbor, Leesburg
Lake Ridge Villas S at Fleming Island, Orange Park Lake Underhill Ltd, Orlando
Lasereno, Largo
Lauren Manor West, Saint Petersburg Lemon Tree, Orlando
Lighthouse Shores Townhomes, Ponce Inlet LOVO, Kissimmee
Madeira Place, Madeira Beach

Madeira Villa North, Ormond Beach Mai Kai, Orlando
Majestic Park Homes, Seminole Mandalay Beach Club, Clearwater Mariners Pass, St Petersburg Maverick, Ormond Beach Middlebrook Pines, Orlando Moontide, New Smyrna Beach
Mt Olive Shores Lot of Polk County, Polk City Muirfield Village Neighborhood, Heathrow Normandy, Clearwater
Oak Lake Park I & II, Clearwater
Oaks Landing Ltd, Bartow Oakwater, Kissimmee Ocean Beach Club, New Symrna Beach
Ocean Inlet Yacht Club, New Smyrna Beach Ocean Sands Beach Club, New Symrna Beach OceanQuest, Ponce Inlet
Oceans Two, Daytona Beach Shores
Oceanside Golf and Country Club, Ormond Beach Oleander Pointe, Cocoa
One Kapok Terrace, Clearwater ORBIT, Kissimmee
Osprey Pointe at Dolphin Cay, St Petersburg Palmas de Majorca, Cocoa Beach
Park Lake Villas, Maitland Park Maitland Villas, Maitland
Park West of Winter Park, Winter Park Parkshore Plaza, St Petersburg Parkway International, Kissimmee Pasadena Cove, South Pasadena Patriot Square, St Petersburg
Pelican Bay Yacht Club Bldg A, Gulfport
Pine Ridge at Lake Tarpon Village II, Tarpon Springs Plantation Bay Community, Ormond Beach Plantation Village I, Orlando
Poinciana Golf Villas II, Kissimmee Pointe Alexis Recreation, Tarpon Springs Pointe West, New Port Richey
Ponce de Leon Towers, New Smyrna Beach Princess, Madeira Beach
Prospect Towers, Clearwater
Punta Gorda Isles Section 22, Punta Gorda Ranger (Sailboat Key-Group III), South Pasadena Redington Towers No 1, Redington Shores Regency Green Neighborhood, Heathrow Reunion Grande, Reunion
Riverside of DeBary, DeBary Riverside, Daytona Beach Riverwood Plantation, Port Orange Riverwoods, Titusville
Royal Floridian Resort, Ormond Beach Royal Harbor POA, Tavares
Ruby Lake, Winter Haven Salem Square, Palm Harbor
Sand Dunes Oceanfront, Cape Canaveral Santa Maria, South Pasadena
Savannah Condominium, South Pasadena SC, Ponce Inlet
Scottish Highlands, Leesburg Sea Havens, Daytona Beach
Shores Sea Villas IV, New Symrna Beach Sea Villas, New Symrna Beach
Seaport Master, Cape Canaveral Seaside at Belleair II, Belle Air Seminole Garden Apts, Sanford Seminole Hill Villas, Seminole Seminole Woods Community, Geneva Seven Eagles, Reunion
Seville 7, Clearwater

Central Florida
2100 Towers, Cocoa Beach 89 Oceanfront, Ormond Beach
Alhambra at Poinciana, Kissimmee Alhambra Villas, Kissimmee Anthem Park, St Cloud
Artesia Townhomes, Cape Canaveral Artesia, Cape Canaveral
Artisan Club, Celebration Ashbury Park, Orlando
Aspenwood at Grenelefe, Grenelefe Bali, Winter Garden
Banana Bay, Cocoa Beach
Beachwalker At Harbourside, South Pasadena Bear Creek Manufactured, Ormond Beach Bella Playa, Indian Shores
Belleview Biltmore Villas Bayshore, Belleair Belleview Biltmore Villas Oak, Belleair Belleview Biltmore Villas South Garden, Belleair Bermuda Bay Beach, St Petersburg
Bermuda Bay Club, Bradenton Beach Boca Ciega Residents, Largo Bouchelle Island I, New Smyrna Beach Breakaway Trails, Ormond Beach Bridgewater Neighborhood, Heathrow Briercliff Commons, Orlando
Brookside Bluff, Zolfo Springs Bryans Spanish Cove, Orlando Cabana Club, Clearwater Cape Caribe, Cape Canaveral
Carefree Country Club, Winter Haven Caya Costa Community, St Petersburg Centre Court Ridge, Reunion Chapman Lakes, Oviedo
Chateaus at Magnolia Pointe,
Clermont Ciega Cove, South Pasadena Clearwater Key, Clearwater

Dreux Isaac & Associates, Inc.

Page 14

Partial Client List
Sheoah Highlands, Winter Springs Shipwatch Seven, Largo
Shorehom By The Sea, New Smyrna Beach Silver Lake Resort, Kissimmee
Solana Lake, Cape Canaveral
Solana On The River, Cape Canaveral Solana Shores, Cape Canaveral South Bay, Orlando
Southpoint of Daytona, Ponce Inlet Springwood Village, Longwood Spruce Creek POA, Port Orange St Andrews, Oldsmar
St Tropez IV, Clearwater
Starlight Tower, St Petersburg Beach Stonebridge Commons Community, Orlando Stonebridge Maintenance, Heathrow
Strathmore Gate East at Lake St George, Palm Harbor Sunisands Beach Club, New Symrna Beach Sunshine on Indian Shores, Indian Shores Sunshine Towers Apt Residences, Clearwater Terra, Kissimmee
The Anchorage, Cocoa Beach
The Ashley, Daytona Beach Shores The Bluffs, Sebring
The Bordeaux, Ocoee
The Cedar Island Club, New Smyrna Beach The Constellation, St Petersburg Beach The Courageous, St Petersburg Beach
The Crescent Beach Club at Sand Key, Clearwater
The Crescent Beach Club at Sand Key, Clearwater The Cypress Pointe Resort at Lake Buena Vista, Orlando The Cypress Pointe Resort II, Orlando
The Enclave at Orlando, Orlando
The Grand Coquina, Daytona Beach Shores
The Grande Verandahs on the Bay, St Petersburg The Grande, Orlando
The Great Outdoors, Titusville The Hamptons, Heathrow
The Intrepid, St Petersburg Beach The Lakes Villas I, Clearwater
The Mediterranean, Daytona Beach The Meridian, Cocoa Beach
The Ocean Ritz of Daytona, Daytona Beach
The Oceans Cloverleaf North, Daytona Beach Shores The of Eden Isle, St Petersburg
The Peninsula, Daytona Beach Shores
The Residences of Winter Park, Winter Park The Resort on Cocoa Beach, Cocoa Beach The Sherwin, Daytona Beach Shores
The Springs Community, Longwood
The Townhomes of Lake Seminole No 4, Seminole The Village at Melbourne, Melbourne
The Villages of Seaport, Cape Canaveral The Villas at East Park, Orlando
The Weatherly, St Petersburg Beach Thornton Park Central, Orlando Tidesfall, Ormond Beach
Tortoise Island, Satellite Beach
Traders Inn Beach Club, Ormond Beach Trails West, Deland
Tropic Shores, Daytona Beach Shores Tropic Sun Towers, Ormond Beach Twenty One Riverside, Cocoa
Ultimar Three, Clearwater Ultimar, Clearwater
Vacation Village at Parkway, Kissimmee Vacation Villas at Fantasyworld Two, Kissimmee Vacation Villas at Fantasyworld, Kissimmee Venetian Bay Villages, Kissimmee

Ventura Country Club Community, Orlando Ventura Village, Orlando
Victoria Gardens, DeLand
Victoria Park Community Council, DeLand Villa Villar, DeLand
Village on the Green I, Clearwater Villas at Fortune Place, Kissimmee Vista Lakes Community, Orlando Vittoria, Treasure Island
Waterford Lakes Community, Orlando Waterstreet at Celebration, Celebration Wekiva Village, Apopka
Wesmere, Ocoee
Westshore Place, Indian Shores Whitley Bay West, Cocoa Whitley Bay, Cocoa
Wildwood Homes, Winter Springs Willowbrook Neighborhood, Heathrow Wimbledon Park No 1, Orlando Winding Wood IX, Clearwater Windrush Bay, Tarpon Springs Wintermere Harbor, Winter Garden Woodside Village, Clearwater
Yacht & Tennis Club, St Pete Beach Yale Townhouse Apts, Orlando Yorkfield Square, DeLand

Marsh Landing at Sawgrass III, Ponte Vedra Beach Marsh Landing at Sawgrass IV, Ponte Vedra Beach Marsh Landing at Sawgrass Master, Ponte Vedra Beach Marsh Landing at Sawgrass V, Ponte Vedra Beach Marsh Landing at Sawgrass VI, Ponte Vedra Beach Marsh Landing at Sawgrass VII, Ponte Vedra Beach Marsh Landing at Sawgrass VIII, Ponte Vedra Beach Merrill Pines, Jacksonville
Miravista at Harbortown, Jacksonville Moultrie Trails, St Augustine
Ocean Breeze (Ocean Beach Club II), Flagler Beach Ocean Gate Phase 1, St Augustine
Ocean Hammock POA, Palm Coast Ocean Palms, St Augustine
Ocean Village Club, St Augustine Ocean Villas, St Augustine Beach
Old Ponte Vedra Beach, Ponte Vedra Beach Osprey Branch, Jacksonville
Oxford Chase, Jacksonville Palm Coast Resort, Palm Coast Pelican Reef, St Augustine
Pier Point South, St Augustine Beach Pottsburg Crossing, Jacksonville Quail Point I, Ponte Vedra Beach
Queens Harbour Yacht & Country Club, Jacksonville Regency Wood, Jacksonville
Royal Pines, St Augustine
Saint Johns NW Commercial POA, St Augustine Saint Johns NW Master, St Augustine
Saint Johns NW Residential POA, St Augustine Saint Johns SE Master, St Augustine
Saint Johns-Six Mile Creek North POA, St Augustine Salt Creek, Ponte Vedra Beach
Sawgrass Island, Ponta Vedra Sawgrass, Ponta Vedra Beach
Sawmill Lakes Maintenance, Ponte Vedra Beach Sea Place I, St Augustine
Sea Place III, St Augustine
Sea Place Master, St Augustine Sea Winds, St Augustine Seagate North, St Augustine Seagate, St Augustine Seaquest, Jacksonville Beach Seascape, Jacksonville Beach
Seaside at Anastasia, St Augustine Beach Sebastian Harbor Villas, St Augustine
Six Thousand, Jacksonville Southern Grove, Jacksonville Southwood, St Augustine
St Andrews Place, St Augustine
St Augustine Beach and Tennis Club, St Augustine St Augustine Ocean & Racquet Club, St Augustine St Augustine Ocean Resort Co-op, St Augustine St Augustine Shores Service Corp, St Augustine Stonebridge Village Master, Jacksonville
Summer Grove, Jacksonville Summer Island, St Augustine
Sweetwater by Del Webb Carriage Homes, Jacksonville
Sweetwater by Del Webb Master, Jacksonville The Alexandria, Jacksonville
The Amenities for the Residences, St Augustine The Barefoot Trace, St Augustine Beach
The Conquistador Apts, St Augustine
The Crossings at Cypress Trace, Jacksonville The Greens, St Augustine
The Hampton Glen at Deerwood, Jacksonville The Landmark, Jacksonville Beach
The Oakbridge, Ponte Vedra Beach
The Ocean Villas at Serenata Bch, Ponte Vedra Beach

Northeast Florida
Aliki Gold Coast No One, Flagler Beach Amberwood at Fleming Island, Jacksonville Atlantic East, St Augustine
Belleza at Ponte Vedra, Ponte Vedra Beach Brighton Park, Jacksonville
Brightwater, Jacksonville Camachee Island 1, St Augustine Canopy Walk, Palm Coast
Carrington Place at Fleming Island, St Augustine Cinnamon Beach at Ocean Hammock, Palm Coast Clearview Townhouses, Jacksonville
Clifton Village, Jacksonville Colony Reef Club, St Augustine
Crescent Beach Ocean House, St Augustine Cypress Bridge, Ponte Vedra Beach Cypress Trace Master, Jacksonville Deercreek Country Club, Jacksonville Deermeadows Baptist Church, Jacksonville Drayton Park, Jacksonville
East Hampton, Jacksonville
Fleming Island Plantation CDD, Orange Park Florida Club, St Augustine
Golfview, Jacksonville Greenfield, Jacksonville Hammock Grove, Jacksonville
Harbour Island at Marsh Landing, Ponte Vedra Beach Hawthorn, Jacksonville
Horizons at Stonebridge Village I, Jacksonville Horizons at Stonebridge Village II, Jacksonville Horizons at Stonebridge Village III, Jacksonville Jacksonville Golf & Country Club, Jacksonville Jacksonville Golf & Country Club, Jacksonville Julington Creek Plantation POA, Jacksonville Kingston Dunes, St Augustine Beach
Las Palmas on the Intracoastal, St Augustine Little Bay Harbor, Ponte Vedra Beach
Magnolia Point Community, Green Cove Springs Mariners Watch, St Augustine
Marsh Landing at Sawgrass I, Ponte Vedra Beach Marsh Landing at Sawgrass II, Ponte Vedra Beach

Dreux Isaac & Associates, Inc.

Page 15

Partial Client List
The One Bedrooms at Hammock Beach, Palm Coast The Overlook at Baymeadows, Jacksonville
The Palms at Marsh Landing, Jacksonville The Plantation, Ponte Vedra Beach
The Preserve on Anastasia Island, St Augustine The Ravines Community, Middleburg
The Reserve at Pointe Meadows, Jacksonville
The Residences at World Golf Village, St Augustine The Residences II at World Golf Village, St Augustine The Sanctuary at Palm Coast, Palm Coast
The Sawgrass Players Club, Ponte Vedra Beach The Seasons at Kensington, Jacksonville
The Seasons at Mill Cove, Jacksonville The Woods Community, Jacksonville Timber Run, Jacksonville
Turnberry, St Augustine
Villa San Marco, St Augustine
Villas at Marsh Landing, Jacksonville Beach Villas of Timberlin Parc, Jacksonville
Vista Cove, St Augustine
Vistas at Stonebridge Village I, Jacksonville Windjammer, St Augustine
Wolf Creek, Jacksonville
World Golf Village POA, St Augustine

Out of State
Commodore Horizontal Property Regime, Hilton Head, SC
Cullasaja Club, Highlands, NC Cullasaja, Highlands, NC Laurel Point, Gatlinburg, TN
Ocean Cove Resort at Palmetto Dunes, Hilton Head, SC
Ocean Palms, Hilton Head Island, SC Southwind at Shipyard, Hilton Head, SC Southwind II at Shipyard, Hilton Head, SC Spinnaker at Shipyard, Hilton Head, SC Sunrise Ridge, Pigeon Forge, TN
The Beach Club, St Simons, GA
The Council Village at Palmetto Dunes, Hilton Head, SC
The Ford Plantation, Richmond Hill, VA The Plaza in Clayton, Clayton. MO
Vacation Village in the Berkshires, Hancock, MA Williamsburg Plantation, Williamsburg, VA

Florida Panhandle
Association of Southbay by the Gulf, Destin Bayview Waters, Ft Walton Beach
Beach Colony Resort, Navarre Beachcrest, Santa Rosa Beach
Breakers East, Destin Capistrano, Panama City Beach
Cassine Garden Townhomes, Seagrove Beach Compass Point at Watersound, WaterSound Compass Pointe II, WaterSound
Crescent Keel, WaterSound Crystal Dunes, Destin Dolphin Point, Destin
Eden III, Pensacola Eden, Pensacola Emerald Dunes, Destin
Golf Villas at Regatta Bay, Destin
Islander Beach Resort &, Ft Walton Beach Lands End of Perdido Key, Pensacola Largo Mar, Panama City Beach
Marina Bay Resort, Ft Walton Beach Navarre Towers, Navarre
Oceania, Destin Perdido Sun, Pensacola Sandpiper Cove, Destin
Seascape Resorts, Destin Seminole Legends, Tallahassee Shipwatch, Pensacola
Siesta Key Chapel, Sarasota Sugar Dunes, Navarre Beach
The Crossings at Watersound, WaterSound The Palms at Seagrove, Seagrove Beach The Pearl, Navarre Beach
The Summit, Panama City Beach Tivoli by the Sea II, Miramar Beach Tivoli by the Sea III, Miramar Beach Tivoli by the Sea, Miramar Beach
WaterColor Community, Santa Rosa Beach WaterColor Gulfside Villas, Santa Rosa Beach WaterColor Private Residence Club, Santa Rosa Beach WaterColor Towncenter Community, Santa Rosa Beach WaterSound Beach Community, WaterSound WaterSound Beach Gatehouse, WaterSound Waterview Towers, Destin

Dreux Isaac & Associates, Inc.

Page 16

Amelia National Community Development District

Discussion of Board Approval to move Accounts from Wells Fargo to Valley Bank

From:
To:
Cc: Subject: Date:
Attachments:

Kiara Cuesta Venessa Ripoll Gazmin Kerr
FW: State Board of Administration Tuesday, June 9, 2026 4:24:34 PM image001.png

Hi Venessa,

Board approval will be required before we can transfer the funds from SBA to their checking account. Please keep me informed once that has been obtained and I will move forward with the process.

Best,

Kiara Cuesta District Accountant
PFM Management Services LLC
407.723.5900 – main number (direct phone/text 407.723.5929) https://pfmmanagement.com/
3501 Quadrangle Blvd., Suite 270 | Orlando, FL 32817 cuestak@pfm.com

From: Jennifer Glasgow <glasgowj@pfm.com>
Sent: Tuesday, June 9, 2026 3:38 PM
To: Amanda Lane <lanea@pfm.com>; Kiara Cuesta <cuestak@pfm.com>
Subject: RE: State Board of Administration

Kiara,
Please be sure to get with Venessa on this before you do anything. It will need board approval.

Jennifer Glasgow
Director, District Accounting

PFM Management Services LLC
407.723.5900 – main number (direct phone/text 407.723.5931) // (cell/calls only) 407.608.2729 3501 Quadrangle Blvd., Suite 270 | Orlando, FL 32817
GlasgowJ@pfm.com https://pfmmanagement.com/

Book time with Jennifer Glasgow

From: Amanda Lane <lanea@pfm.com> Sent: Tuesday, June 9, 2026 3:37 PM To: Kiara Cuesta <cuestak@pfm.com>
Cc: Jennifer Glasgow <glasgowj@pfm.com>
Subject: RE: State Board of Administration

Kiara,

The wire instructions associated with Amelia through SBA are:

Since we no longer bank any of our districts with Wells Fargo, please send me the bank name, routing number, and account number for where you want the funds sent.

Jen G. and I are authorized persons to withdraw funds and when I change the wire information, SBA will reach out (probably to Jen) to confirm that information.

Once it’s been updated, I can initiate a wire transfer out.

Amanda Lane
Senior District Accountant and Training Supervisor

PFM Management Services LLC LaneA@pfm.com
phone 407.723.5900 (direct phone/text 407.723.5925) (mobile (calls only) 321.474.1468) | fax 407.723.5901
3501 Quadrangle Blvd., Ste. 270 | Orlando, FL 32817 https://pfmmanagement.com/

From: Kiara Cuesta <cuestak@pfm.com>
Sent: Tuesday, June 9, 2026 3:03 PM
To: Amanda Lane <lanea@pfm.com>
Subject: FW: State Board of Administration

Hi Amanda,

As the admin for SBA, would you be able to point me in the right direction for getting a balance transferred to Amelia's checking
account?

Best,

Kiara Cuesta District Accountant
PFM Management Services LLC
407.723.5900 – main number (direct phone/text 407.723.5929) https://pfmmanagement.com/
3501 Quadrangle Blvd., Suite 270 | Orlando, FL 32817 cuestak@pfm.com

From: Jennifer Glasgow <glasgowj@pfm.com>
Sent: Monday, June 8, 2026 1:09 PM To: Kiara Cuesta <cuestak@pfm.com> Subject: State Board of Administration

Hi Kiara,
Please figure out how to reach out to the SBA and find out how we can access the funds to get them transferred to the checking account since we earn more interest that way. Then we can get board approval to transfer the funds and close that account. I know we have this account for a number of your districts but I believe Amelia is the only one where the checking account and reserve accounts are earning more interest than that SBA account.

Thanks Jen

Jennifer Glasgow
Director, District Accounting

PFM Management Services LLC
407.723.5900 – main number (direct phone/text 407.723.5931) // (cell/calls only) 407.608.2729

3501 Quadrangle Blvd., Suite 270 | Orlando, FL 32817 GlasgowJ@pfm.com
https://pfmmanagement.com/

Book time with Jennifer Glasgow

Amelia National Community Development District

Update on Pond Maintenance By:
Supervisor Phelleps

CDD Pond Summary 08102026 Board Member 4, Fred Phelleps
Updated pond service report pdf for the Amelia National CDD is available through Leland management.
For reference, the following linked is a helpful citizens guide to storm water retention ponds: https://drive.google.com/file/d/16No4Qds7bCI8UkTsKPNiIP7EfLQdeWD8/view?usp
=sharing
Pond Control

•

•

•

In July, two residences submitted concerns about algae, aquatic weeds for pond 27 and pond 24. Feedback was given to Future Horizon to address the concerns.
Residences on pond 7 and 18 submitted concerns of midges.
A resident ask about easement access for pond 17 with respect to the fence installed along Amelia National Concourse. All pond easements are documented in this report.
Met Cory Hilman, Amelia National Golf Superintendent at the end of July.
The meeting was twofold: review ponds abutting the golf course; emphasized cut grass is not to be blown into the ponds. In addition:

o

o
o

o

▪

I Shared a request made of Future Horizons to review the underwater weeds on pond 4 (hole 6) and remove trash from pond 24A (hole 15) inlet.
Cory asked if the pond in front of the 7^th tee was part of Future Horizon control, noting the golf course does not have a license for pond control. I indicated this was not a defined storm water retention pond. The responsibility will need to be reviewed between the CDD and the golf course in conjunction with our St. John River Authority license.

▪

•

Service Update Issues:
Treatments since Future Horizon began service June 1 have been as contracted. Aquatic weeds are being treated that had previously not been well addressed. We will work with Future Horizon to minimize the impact on pond edges while controlling aquatic weeds.
Ponds 7 and 18 were sprayed to control midges. This is an additional pond service cost not in the contract. For reference midges occur everywhere (except deserts or frigid zones). Midges of concern for the Amelia National CDD are ones that burrow and hatch on reuse water ponds. To manage this

issue, the CDD request images be provided to determine the severity and need for this service.
List of Pond Easement Locations

▪

Pond 4, 20 foot easement between lot 10 (95415 Bermuda Drive) and
lot 11 (95401 Bermuda Drive)
Pond 7, 20 foot easement between lot 154 (95406 Bermuda Drive) and
lot 155 (95440 Bermuda Drive)
Pond 13, 20 foot easement between lot 334 (95547 Amelia National PKWY) and lot 335 (95541 Amelia National PKWY)
Pond 14, 20 foot easement between lot 328 (95599 Amelia National PKWY) and lot 329 (95593 Amelia National PKWY)
Pond 15, 20 foot easement between lot 231 (95081 Sugarberry Way)
and lot 232 (95065 Sugarberry Way)
Pond 16, 30 foot easement between lot 217 (95150 Poplar Way) and
lot 218 (95164 Poplar Way)
Pond 17, 30 foot easement between lot 205 (95003 Poplar Way) and
lot 206 (95008 Poplar Way)
Pond 18, 20 foot easement between lot 269 (95069 Kestrel Court) and lot 270 (95053 Kestrel Court). In addition 20 foot easement between lot 286 (95596 Amelia National PKWY) and lot 287 (95602 Amelia National PKWY)
Pond 19, 20 foot easement between lot 650 and lot 651
Pond 21, 20 foot easement between lot 664 and lot 665
Pond 22, 20 foot easement between lot 700 and lot 701
Pond 23, 20 foot easement between lot 306 (95264 Wild Cherry Drive) and lot 307 ( 95280 Wild Cherry Drive). In addition a 20 foot easement between lot 300 ( 95188 Wild Cherry Drive) and lot 301 (95204 Wild Cherry Drive).
Pond 24, 15 foot easement between lot 471 (95409 Bentgrass Court) and lot 472 ( 95401 Bentgrass Court)
Pond 24A, 15 foot easement between lot 460 (95324 Bentgrass Court) and 461 (95332 Bentgrass Court).
Pond 24B, 15 foot easement between lot 479 (95337 Bentgrass Court) and lot 480 (95321 Bentgrass Court).
Pond 25, 25 foot easement between lot 434 (95418 Wild Cherry Drive) and lot 435 (95434 Wild Cherry Drive). In addition 15 foot easement between lot 409 (95111 Golden Glow Drive) and 410 (95097 Golden Glow Drive).

▪

▪

▪

▪

▪

▪

▪

▪
▪
▪
▪

▪

▪

▪

▪

▪

Pond 26, 15 foot easement between lot 440 (95474 Wild Cherry Drive) and lot 441 (95482 Wild Cherry Drive). In addition 15 foot easement between lot 525 (95468 Golden Glow Drive) and 526 (95482 Golden Glow Drive).
Pond 27, 15 foot easement between lot 545 (95479 Golden Glow Drive) and lot 546 (95471 Golden Glow Drive). In addition 15 foot easement between lot 559 (95269 Golden Glow Drive) and lot 560 (95261 Golden Glow Drive)
Pond 28, 20 foot easement between lot 389 (95158 Golden Glow Drive) and lot 390 (95164 Golden Glow Drive)
Pond 29, 15 foot easment between lot 387 (95144 Golden Glow Drive) and lot 388 (95152 Golden Glow Drive)
Pond 30, 15 foot easment between lot 370 (95024 Golden Glow Drive) and lot 371 (95036 Golden Glow Drive)

▪

▪

▪

▪

Amelia National Community Development District

Ratification of Payment Authorization Nos. 335-341

AMELIA NATIONAL
D E V E L 0 P M E N T

C 0 M M U N I T Y

D I S T R I C T

Payment Authorization 335 5/22/2026

Invoice NO

Suppłier

Invołce Date

Invoice Amount
149.59
92.47
39.41
101.14
168.81
470.00

Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia.National CDD Amelia National CDD
Amelia National CDD

15020-051926
42156-051926
42159-051926
45521-051926
59383-051926
22012338
7854

FPL (AMELI) FPL (AMELI) FPL (AMELI) FPL (AMELI) FPL (AMELI)
Prime AE (AMELI)
Tax Exempt Compliance Services (AMELI)
VGlobalTech (AMELI)

05/19/2026
05/19/2026
05/19/2026
05/19/2026
05/19/2026
05/22/2026
05/22/2026

8478

05/01/2026

125.00
3,896.42

Total:

Secretary / Assistańt Secretary

Chairman

AMELIA NATIONAL
C O M M U N I T Y D E V E L O P M E N T D I S T R I C T

Payment Authorization 336 5/29/2026

Invoice Date
05/24/2026

Property
Amelia National CDD

Invoice
Amount
499.00
499.00

Invoice No

Supplier

Nassau County Record (AMELI)

052674543

Total:

Secretary / Assistant Secretary

Chairman /-

AMELIA NATIONAL
C0 Al M U ii 1 T Y D E V EL0 P ME fi T 015 T R 1C T

Payment Authorization 337 6/5/2026

Invoice
Amount
850.00
125.00
975.00

Invoice Date

Property

Suppller

2024-7-32
8567

Trapper John's Beaver Busters (AMELI) VGlobalTech (AMELI)

06/01/2025
06/01/2026

Amelia National CDD Amelia National CDD

Total:

Secretary / Assistant Secretary

Chairman /-

AMELIA NATIONAL
C O M M U N I T Y D E V E L O P M E N T D I S T R i C T

Payment Authorization 338 6/12/2026

Invoice Amount
3,175.00

Invoice No

Supplier

Invoice Date

Properl:y

PFM Management Services LLC (AMELI)

06/05/2026

Amelia National CDD

DM-06-2026-1

Total:

3,175.00

Secretary / Assis ant Secretary

Chairman /*

AMELIA NATIONAL
G0 fi fi Lf ht I T Y 0 EV EL O P I4 E N” T D IS TR IC T

Payment Authorization 339 6/18/2026

Invoice Date

Property

Invoice
Amount
925.00
192.76
1,027.75

78801
14195S

Leland Management, Inc. (AMELI) PFfvf Group Consulting LLC (AMELI)

06/06/2026
05/08/2026

Amelia National CDD Amelia National CDO

Total:

Secretary / Assistant Secretary

”Chairman /	ioe°G arman

AMELIA NATIONAL
C 0 M M U N f T Y D E VE L O P I¥t E U T D f S T R f C T

Payment Authorization 340 7/10/2026

Invoice No
85843
15020-061826
42156-061826
42159-061826
45521-061826
59383-061826
913805
7203

Invoice Date
07/08/2026
06/18/2026
06/18/2026
06/18/2026
06/18/2026
06/1812026
06/2212026
07/06/2026

Property
Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Ametia National CDD Amelia National CDD

Supplier

Invoice Amount
367.50
139.77
88.05
38.86
94.47
161.54
311.36
2,537.50

Alliant (AMELI) FPL (AMELI) FPL (AMELI) FPL (AMELI) FPL (AMELI) FPL (AMELI)
Nassau County Record (AMELI)
Persson Cohen Mooney Fernandez (AMELI)
PFM Management Services LLC (AMELI)
Sterling Specialties (AMELI)
Trapper John's Beaver Busters (AMELI) Victory Lawn & Landscape (AMELI) Victory Lawn & Landscape (AMELI) Victory Lawn & Landscape (AMELI) Victory Lawn & Landscape (AMELI) Victory Lawn & Landscape (AMELI) Victory Lawn & Landscape (AMELI)

142863

06/30/2026

Amelia National CDD

1,250.00

213857
2024-7-33
3347
3479
3635
3831
3942
4091

06/30/2026
07/01/2025
01/16/2026
02/12/2026
04/08/2026
05/12/2026
06/08/2026
06126/2026

Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD Amelia National CDD

17,328.00
850.00
600.00
305.00
4,482.17
4,482.17
4,482.17
4,482.17
42,000.73

Total:

Secretary / Assistant Secretary

,.Chairman

AMELIA NATIONAL
C O M M LI N f T Y D EV E L0 P I\t E NT D F S T R t C T

Payment Authorization 341 7/17/2026

Invoice
Amount
925.00
676.OP
3,175.00

80825
†4308S
DM-07-2026-2

Leland Management, Inc. (AMELI)
PF-fbl FinanÔal Advisors LLC (AMELI)
PFM Management Services LLC (AMELI)
PFM Management Services LLC (AMELI)

07/11/2026
07/09/2026
07/06/2026

Amelia National CDD Amelia‘National CDD Amelia National CDD

07/10/2026

Amslia National CDD

140.54

OE-EXP-07-2026-02

Total:

4,615.54

Secretary / Assistant Secretary

Chairman

Amelia National Community Development District

Review and Consideration of District Financials

Amelia National CDD
August 2026 Financial Package

August 31, 2026

PFM Management Services LLC
3501 Quadrangle Blvd. Suite 270
Orlando, FL 32817
407-723-5900

Amelia National CDD Statement of Financial Position As of 8/31/2026
Debt Service

Debt Service Fund - 2006A

Construction Fund

Long Term Debt Group

General Fund

Total

Fund - 2021

Current Assets
General Checking - CNB State Board of Administration CNB Engineering Reserve CNB Reserve
CNB - Aerator Reserve
Accounts Receivable - Due from Developer Prepaid Expenses
Revenue 2021 Refund
Interest 2021 Refund
Prepayment 2021 Assessments Receivable Debt Service Reserve - 2006A Revenue - 2006A
Prepayment 2006A Acquisition/Construction - 2006A Deferred Cost - 2006A
Total Current Assets

$129,418.12
7,166.41
28,968.38
124,615.09
61,574.13
425.00
2,128.06

$129,418.12
7,166.41
28,968.38
124,615.09
61,574.13
425.00
2,128.06
87,101.81
16.96
8,269.72
42,235.30
196,380.72
61,194.58
13,874.76
45,945.08
321,042.59

$87,101.81
16.96
8,269.72

$42,235.30 196,380.72
61,194.58
13,874.76

$45,945.08
321,042.59

$354,295.19

$95,388.49

$313,685.36

$366,987.67

$0.00

$1,130,356.71

Investments
Amount Available in Debt Service Funds Amount To Be Provided
Total Investments

$366,838.55
4,410,161.45

$366,838.55
4,410,161.45

$0.00

$0.00

$0.00

$0.00

$4,777,000.00

$4,777,000.00

Total Assets

$354,295.19

$95,388.49

$313,685.36

$366,987.67

$4,777,000.00

$5,907,356.71

Current Liabilities Accounts Payable Deferred Revenue
Total Current Liabilities

$6,879.10

$6,879.10
42,235.30

$42,235.30

$6,879.10

$0.00

$42,235.30

$0.00

$0.00

$49,114.40

Long Term Liabilities
Revenue Bonds Payable - Long-Term
Total Long Term Liabilities

$4,777,000.00

$4,777,000.00

$0.00

$0.00

$0.00

$0.00

$4,777,000.00

$4,777,000.00

Total Liabilities

$6,879.10

$0.00

$42,235.30

$0.00

$4,777,000.00

$4,826,114.40

Net Assets
Net Assets, Unrestricted
Net Assets - General Government
Current Year Net Assets - General Government

$183,653.14 98,665.74
65,097.21

$183,653.14 98,665.74
65,097.21

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$106,700.53
(11,312.04)

106,700.53
(11,312.04)

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$379,542.88
(108,092.82)

379,542.88
(108,092.82)

Net Assets, Unrestricted
Current Year Net Assets, Unrestricted

$327,442.82
39,544.87

327,442.82
39,544.87

Net Assets - General Government
Total Net Assets

(0.02)

(0.02)

$347,416.09

$95,388.49

$271,450.06

$366,987.67

$0.00

$1,081,242.31

Total Liabilities and Net Assets

$354,295.19

$95,388.49

$313,685.36

$366,987.67

$4,777,000.00

$5,907,356.71

1

Amelia National CDD

Statement of Activities As of 8/31/2026

Debt Service Fund - 2021

Debt Service Fund - 2006A

Construction Fund

Long Term Debt Group

General Fund

Total

Revenues

On-Roll Assessments Off-Roll Assessments On-Roll Assessments Other Assessments On-Roll Assessments Off-Roll Assessments Other Assessments Inter-Fund Transfers Inter-Fund Transfers
Total Revenues

$244,682.06
73,016.39

$244,682.06 73,016.39
249,731.29
7,398.48
95,738.29
192,405.26
34,622.94
(28,417.44)
28,417.44

$249,731.29
7,398.48

$95,738.29 192,405.26
34,622.94
(28,417.44)

$28,417.44

$317,698.45

$257,129.77

$294,349.05

$28,417.44

$0.00

$897,594.71

Expenses

Supervisor Fees
Public Official Insurance Trustee Services Management
Field Management Engineering Disclosure Agent Property Appraiser District Counsel
Assessment Administration Reamortization Schedule Audit
Arbitrage Calculation Tax Preparation Legal Advertising
Contingency/Miscellaneous Web Site Maintenance
Office Misc (Postage, Tel, Copies, Etc.) Dues, Licenses, and Fees
Electric
Wetland Upland Maintenance General Insurance
Repairs & Maintenance-Irrigation/Wetland Lake Maintenance
Landscaping Maintenance & Material
Lake Improvements Repairs & Maintenance Entry Decorations
Principal Payment Interest Payments Principal Payments Interest Payments
Total Expenses

$5,800.00 4,458.00
8,189.01
34,925.00
10,175.00
15,085.55
3,750.00
6,248.00
19,446.50
7,500.00
375.00
4,800.00
2,750.00
42.10
1,419.86
40,183.79
2,275.00
759.44
175.00
5,517.64
6,325.00
4,687.00
3,762.00
25,205.00
44,939.53
1,750.00
4,440.00

$5,800.00 4,458.00
8,189.01
34,925.00
10,175.00
15,085.55
3,750.00
6,248.00
19,446.50
7,500.00
375.00
4,800.00
2,750.00
42.10
1,419.86
40,183.79
2,275.00
759.44
175.00
5,517.64
6,325.00
4,687.00
3,762.00
25,205.00
44,939.53
1,750.00
4,440.00
223,000.00
50,194.80
255,000.00
157,621.88

$223,000.00
50,194.80

$255,000.00
157,621.88

$264,983.42

$273,194.80

$412,621.88

$0.00

$0.00

$950,800.10

Other Revenues (Expenses) & Gains (Losses)

Interest Income Interest Income Interest Income Interest Income
Total Other Revenues (Expenses) & Gains (Losses)

$12,382.18

$12,382.18 4,752.99
10,180.01
11,127.43

$4,752.99

$10,180.01

$11,127.43

$12,382.18

$4,752.99

$10,180.01

$11,127.43

$0.00

$38,442.61

Change In Net Assets

$65,097.21

($11,312.04)

($108,092.82)

$39,544.87

$0.00

($14,762.78)

Net Assets At Beginning Of Year

$282,318.88

$106,700.53

$379,542.88

$327,442.80

$0.00

$1,096,005.09

Net Assets At End Of Year

$347,416.09

$95,388.49

$271,450.06

$366,987.67

$0.00

$1,081,242.31

2

Amelia National CDD
Budget to Actual
For The Month Ended 8/31/2026

Year To Date

Adopted FY 2026 Budget

Percentage Spent

Actual

Budget

Variance

Revenues
On-Roll Assessments Off-Roll Assessments
Net Revenues
General & Administrative Expenses
Supervisor Fees
Public Official Insurance Trustee Services Management
Field Management Engineering
Engineering Inspections (Reserves) Disclosure Agent
Property Appraiser District Counsel
Assessment Administration Reamortization Schedule Engineering - Reserves Audit
Arbitrage Calculation Tax Preparation Legal Advertising Bank Fees
Contingency/Miscellaneous Web Site Maintenance
Office Misc (Postage, Tel, Copies, Etc.) Dues, Licenses, and Fees
Electric
Wetland Upland Maintenance General Insurance
Crime Insurance
Repair & Maintenance - Entry
Repairs & Maintenance-Irrigation/Wetland Lake Maintenance
Landscaping Maintenance & Material Landscape Improvements
Lake Improvements Repairs & Maintenance Entry Decorations
Lake Improvements/Aerators New Lake Treatment
Total General & Administrative Expenses

$

244,682.06
73,016.39

$

223,234.55
66,931.70

$

21,447.51
$6,084.69

$

243,528.62
73,016.38

100.47%
100.00%

$317,698.45

$290,166.25

$27,532.20

$

316,545.00

100.36%

$

5,800.00
4,458.00
8,189.01
34,925.00
10,175.00
15,085.55
0.00
3,750.00
6,248.00
19,446.50
7,500.00
375.00
0.00
4,800.00
2,750.00
42.10
1,419.86
0.00
40,183.79
2,275.00
759.44
175.00
5,517.64
6,325.00
4,687.00
0.00
0.00
3,762.00
25,205.00
44,939.53
0.00
1,750.00
4,440.00
0.00
0.00

$

6,416.63
3,510.87
7,605.40
34,925.00
10,175.00
4,583.37
4,583.37
4,583.37
5,958.37
3,666.63
6,875.00
458.37
1,833.37
4,400.00
916.63
44.00
916.63
91.63
25,924.14
2,475.00
687.50
160.38
9,166.63
4,675.00
4,563.35
458.37
4,583.37
7,333.37
35,291.63
49,303.87
3,666.63
3,666.63
4,583.37
27,500.00
4,583.37

$

616.63
(947.13)
(583.61)
-
- (10,502.18)
4,583.37
833.37
(289.63)
(15,779.87)
(625.00)
83.37
1,833.37
(400.00)
(1,833.37)
1.90
(503.23)
91.63
(14,259.65)
200.00
(71.94)
(14.62)
3,648.99
(1,650.00)
(123.65)
458.37
4,583.37
3,571.37
10,086.63
4,364.34
3,666.63
1,916.63
143.37
27,500.00
4,583.37

$

7,000.00
3,830.00
8,296.76
38,100.00
11,100.00
5,000.00
2,000.00
5,000.00
5,000.00
6,500.00
4,000.00
7,500.00
500.00
4,800.00
1,000.00
48.00
1,000.00
100.00
28,281.00
2,700.00
750.00
175.00
10,000.00
5,100.00
4,978.20
500.00
5,000.00
8,000.00
38,500.00
53,786.04
4,000.00
4,000.00
5,000.00
30,000.00
5,000.00

82.86%
116.40%
98.70%
91.67%
91.67%
301.71%
0.00%
75.00%
124.96%
299.18%
187.50%
5.00%
0.00%
100.00%
275.00%
87.71%
141.99%
0.00%
142.09%
84.26%
101.26%
100.00%
55.18%
124.02%
94.15%
0.00%
0.00%
47.03%
65.47%
83.55%
0.00%
43.75%
88.80%
0.00%
0.00%

$

264,983.42

$

290,166.25

$

25,182.83

$

316,545.00

83.71%

Income (Loss) from Operations

$

52,715.03

$

-

$

52,715.03

$

-

Other Income (Expense)
Interest Income
Total Other Income (Expense)

$

12,382.18

$

-

$

12,382.18

$

-

$

12,382.18

$

-

$

12,382.18

$

-

$

65,097.21

$

-

$

65,097.21

$

-

3

Amelia National Community Development District

Staff Reports

Amelia National Community Development District

Field Manager: Leland Management

a.Work Order Spreadsheet

AMELIA NATIONAL PROPERTY OWNERS’ ASSOCIATION, INC.
10175 Fortune Parkway, Suite 906
Jacksonville, FL 32256
Email: mcarozza@lelandmanagement.com

MANAGER’S MONTHLY REPORT TO POA

Reporting Period: August 2026
Date Prepared: September 8, 2026

FINANCIAL OVERVIEW

•
•

August 2026 Financial Report attached.
Collections: Atty. Collection Status Report attached when available.

BOARD ACTION ITEMS

The following items require Board review and/or direction:

•

N/A

OPERATIONS & MAINTENANCE

•
•
•
•

Wild Cherry Street Repairs on-going. Pond 7 treatment for algae
Back entrance gate completion remains pending. Letter sent to owners. Entrance flower beds will be replanted on rotation.

COMPLIANCE & ARCHITECTURAL

•
•

Violation Report attached for Board review. Architectural Report attached when available.

RESALE ACTIVITY

•

Resale Report attached for Board review.

MEETING SCHEDULE

Next Board Meeting: To Be Determined (TBD)

Submitted By

Mike Carozza, LCAM Community Association Manager Leland Management

Amelia National Treatment Sheet

Date Treated: 8-20-26
Weather: Clear
Applicator: Jason, Derrick

Water Temperature: 92
Winds: 0-10 MPH

Lake

Plants Treated

Trash Pickup

Chemical Used

1.

None

Yes

None (Complaint Pond but nothing in it)

2.

Algae, Plankton

Yes

Copper Sulfate, Hyd 191

3.

None

Yes

None

4.

Plankton

Yes

FL 909

5.

Algae, Plankton

Yes

Copper Sulfate, Hyd 191 (Complaint Pond)

6.

Plankton

Yes

FL 909

7.

Algae, Plankton

Yes

Copper Sulfate, Hyd 191, FL 909

8.

None

Yes

None

9.

Algae, Plankton

Yes

Copper Sulfate, Hyd 191 (Complaint Pond)

10.

Algae, Plankton

Yes

Copper Sulfate, Hyd 191

11.

None

No

None

12.

None

No

None

13.

None

No

None

14.

None

No

None

15.

None

No

None

16.

None

No

None

17.

None

No

None (Bad Access)

18.

None

No

None

19.

None

No

None

20.

None

No

None

21.

None

No

None

22.

None

No

None

23.

None

No

None

24.

None

No

None

24A.

None

No

None

24B.

None

No

None

25.

None

No

None

26.

None

No

None

27.

None

No

None

28.

None (No Access)

No

None

29.

None

No

None

30.

None

No

None

31.
32.

None
None

No
No

None
None

Comments: Lake 17 has new fence on access and will need new access to access the lake.

Yellow rows indicate a logged call with no returned-call date/time entered.

^Date ^& ^Time ^Call	Caller’s Name	Caller’s Address	^Caller’s ^Phone Received				Number