Our Services

Expert solutions for community development districts ensuring compliance and operational efficiency in Florida.

Administrative Services

• Transcribe all regularly scheduled Board of Supervisors Meetings including landowners’ meetings.

• Prepare agenda packages for transmittal to Board of Supervisors and staff 7 days prior to Board of Supervisors Meeting, which includes posting in the District’s web page.

• Ensure compliance with all administrative statutes affecting the District which includes but not limited to:

Management Services

• Attend, record, and conduct regularly scheduled Board of Supervisors Meetings including landowners’ meetings.

• Present the District’s annual budget in accordance with Chapter 190, Florida Statutes.

• Ensure District is in compliance with administrative and financial reporting for Community Development Districts.

• Correspond and communicate with Board of Supervisors and Staff to respond to the various needs of the District and Community.

• Review and approve agendas for circulation toAccounting and Financial Reporting the Board of Supervisors

• Review and approve annual budget, annual audit, monthly disbursements.

• Review annual insurance policy to ensure District maintains proper insurance coverage.

-Transmit registered agent information to DCA and local governing authorities

-File Ordinance/Rule creating District to DCA within 30 days after creation

-Publish and circulate annual meeting notice

-Report annually the number of registered voters in the District by June 1, of each year

-Maintain “Record of Proceedings” for the District within the County the District is located which includes meeting minutes, agreements, resolutions, and other required records

• Properly notice public meetings in accordance with the appropriate Florida Statutes in the newspaper of general circulation of the District which include but are not limited to:

-Public Hearing to adopt assessments

-Request for Proposal for engineering services

-Public Hearing to adopt general and procedural rules

-Public Hearing to adopt Chapter 197, Florida Statutes Resolution

Accounting and Financial Reporting

• Establish Governmental Fund Accounting System in accordance with the Uniform Accounting System prescribed by Department of Banking and Finance for Government Accounting. This system includes preparing monthly balance sheet, income statement(s) with budget to actual variances.

• Accounts Payable and presentation to Board of Supervisors for approval or ratification.

• Prepare annual budget for manager’s review and approval by the Board of Supervisors.

• Transmit proposed budget to local governing authorities 60 days prior to adoption.

• Solicit bids from one or more Independent Certified Public Accounting Firms qualified to perform work for the District and submit bids to the Board of Supervisors for action.

• Prepare year-end adjusting journal entries in preparation for annual audit by an Independent Certified Public Accounting Firm.

• Maintain checking accounts with qualified public depository selected by the Board of Supervisors.

• Ensure compliance with financial and accounting statutes affecting the District which include but are not limited to:

-Work with an Independent Certified Public Accounting Firm to complete annual financial audit report within the requirements as per the Florida Statutes

-Circulate annual financial audit report and annual financial report to appropriate governmental agencies

-Prepare annual public depositor report

-Oversee and implement bond issue related compliance, i.e., coordination of annual arbitrage report, transmittal of annual audit and budget to the trustee, transmittal of annual audit to bond holders and underwriters, annual/quarterly disclosure reporting, etc.