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Copperspring Community Development District Board of Supervisors’ Meeting July 09, 2019 District Office: 5844 Old Pasco Road, Suite 100 Pasco, Florida 33544 813.994.1001
Transcript
Page 1: campussuite-storage.s3.amazonaws.com€¦ · COPPERSPRING CDD . COMMUNITY DEVELOPMENT DISTRICT . Rizzetta & Company, Inc., 5844 Old Pasco Road, Suite 100, Wesley Chapel, FL 33544

Copperspring Community Development District

Board of Supervisors’ Meeting July 09, 2019

District Office: 5844 Old Pasco Road, Suite 100

Pasco, Florida 33544 813.994.1001

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COPPERSPRING CDD COMMUNITY DEVELOPMENT DISTRICT

Rizzetta & Company, Inc., 5844 Old Pasco Road, Suite 100, Wesley Chapel, FL 33544

Board of Supervisors Board Supervisor Board Supervisor Board Supervisor Board Supervisor Board Supervisor

District Manager

District Counsel

Kelly Evans Laura Coffey Lori Campagana Chris Smith David Jae

Matthew Huber

John Vericker

Brian Surak

Rizzetta & Company, Inc.

Straley Robin & Vericker

Clearview LandInterim Engineer

All cellular phones must be placed on mute while in the meeting room.

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

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (813) 994-1001. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY) 1-800-955-8770 (Voice), who can aid you in contacting the District Office.

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

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COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT DISTRICT OFFICE • 5844 OLD PASCO ROAD • SUITE 100 • WESLEY CHAPEL • FLORIDA •

33544

July 1, 2019

Board of Supervisors Copperspring Community Development District

FINAL AGENDA Dear Board Members:

The Regular Meeting of the Board of Supervisors of the Copperspring Community Development District will be held on Tuesday, July 9, 2019 at 9:00 a.m., located at 5844 Old Pasco Road, Suite 100, Wesley Chapel, Florida 33544. The following is the tentative agenda for the meeting:

1. CALL TO ORDER2. AUDIENCE COMMENTS ON AGENDA ITEMS3. BUSINESS ADMINISTRATION

A. Consideration of the Minutes of the Regular Meetingheld on June 11, 2019 .............................................................Tab 1

4. BUSINESS ITEMSA. Public Hearing on Debt Assessments

1. Consideration of Resolution 2019-37 – Opening ofPublic Hearing and Continuance to July 29, 2019, at9:00 a.m.…………………………………………………...Tab 2

B. Public Hearing on Rules of Procedure1. Consideration of Resolution 2019-38, Rules of

Procedure…………………………………………………. Tab 3 C. Public Hearing on Uniform Method

1. Consideration of Resolution 2019-39, UniformMethod………………………………………………...…...Tab 4

D. Public Hearing on Fiscal Year 2018-2019 Final Budget1. Consideration of Resolution 2019-40, Approved Final

Budget……………………………………………………...Tab 5 E. Consideration of District Engineer proposals …………………Tab 6 F. Review of analysis of ADA Website Remediation proposal

(under separate cover)G. Consideration of ADA Website Remediation proposal

(under separate cover)5. STAFF REPORTS

A. District CounselB. Interim EngineerC. District Manager

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Copperspring Community Development District Final Agenda July 1, 2019

Page 2

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7. SUPERVISOR REQUESTS AND AUDIENCE COMMENTS 8. ADJOURNMENT

We look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to call us at (813) 994-1001.

Sincerely, Matthew Huber District Manager

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Tab 1

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COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT

June 11, 2019 Minutes of Meeting

Page 1

MINUTES OF MEETING 1 2

Each person who decides to appeal any decision made by the Board with respect to any 3 matter considered at the meeting is advised that the person may need to ensure that a 4 verbatim record of the proceedings is made, including the testimony and evidence upon 5 which such appeal is to be based. 6 7

COPPERSPRING 8 COMMUNITY DEVELOPMENT DISTRICT 9

10 The regular meeting of Copperspring Community Development District was held 11

on Tuesday, June 11, 2019, at 9:00 a.m. at the office of Rizzetta & Company, Inc., 12 located at 5844 Old Pasco Road, Suite 100, Wesley Chapel, Florida 33544. 13 14 Present were: 15 16

Kelly Evans Board Supervisor, Chairman 17 Laura Coffey Board Supervisor, Vice Chairman 18 Lori Campagna Board Supervisor, Assistant Secretary 19

20 Kristen Schalter District Counsel, Straley, Robin Vericker 21 Matthew Huber District Manager, Rizzetta & Company, Inc. 22

Brian Surak Interim Engineer, Clearview Land Design 23 Steven Sanford Representative, Greenberg Taurig, P.A. 24 (via conference call) 25 26 FIRST ORDER OF BUSINESS Call to Order 27 28 Mr. Huber called the meeting to order and confirmed quorum. 29 30 SECOND ORDER OF BUSINESS Resignation of Randall Smith 31 32 The Board reviewed Randall Smith’s resignation. 33 34

On a Motion by Ms. Coffey, seconded by Ms. Evans, with all in favor, the Board of Supervisors accepted Randall Smith’s resignation, for Copperspring Community Development District.

35 The Board discussed appointing Chris Smith as a Board Member. 36 37

On a Motion by Ms. Coffey, seconded by Ms. Campagna, with all in favor, the Board of Supervisors appointing Chris Smith as an Assistant Secretary, for Copperspring Community Development District.

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COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT

June 11, 2019 Minutes of Meeting

Page 2 THIRD ORDER OF BUSINESS Consideration of the Minutes of the 38

Organizational Meeting held on April 39 19, 2019 40

41 Mr. Huber presented the Minutes of the Organizational Meeting held on April 19, 42

2019 to the Board of Supervisors. 43 44

On a Motion by Ms. Evans, seconded by Ms. Campagna, with all in favor, the Board of Supervisors approved the Minutes of the Landowner Meeting held on May 21, 2019, for Copperspring Community Development District.

45 FOURTH ORDER OF BUSINESS Consideration Resolution 2019-33, 46

proposed budget for Fiscal Year 47 2019/2020 48

49 Mr. Huber presented Resolution 2019-33, proposed budget for Fiscal Year 50

2019/2020 to the Board of Supervisors. 51 52

On a Motion by Ms. Evans, seconded by Ms. Coffey, with all in favor, the Board of Supervisors approved Resolution 2019-33, proposed budget for Fiscal Year 2019/2020, for Copperspring Community Development District.

53 FIFTH ORDER OF BUSINESS Consideration of Resolution 2019-34, 54 Delegation Award 55 56 Mr. Huber presented Resolution 2019-34, Delegation Award to the Board of 57 Supervisors. 58 59

On a Motion by Ms. Coffey, seconded by Ms. Campagna, with all in favor, the Board of Supervisors approved Resolution 2019-34, Delegation Award, for Copperspring Community Development District.

60 61 62 63 64 65 66 67 68 69 70

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COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT

June 11, 2019 Minutes of Meeting

Page 3 SIXTH ORDER OF BUSINESS Consideration of Resolution 2019-35, 71 Canvassing and Certifying the 72 Landowner Election 73 74 Mr. Huber presented Resolution 2019-35, Canvassing and Certifying the 75 Landowner to the Board of Supervisors. 76 77

On a Motion by Ms. Campagna, seconded by Ms. Evans, with all in favor, the Board of Supervisors approved Resolution 2019-35, Canvassing and Certifying Landowner Election, for Copperspring Community Development District.

78 SEVENTH ORDER OF BUSINESS Consideration of Resolution 2019-36, 79 Declaring Officers 80 81 Mr. Huber presented Resolution 2019-36, Declaring Officers to the Board of 82 Supervisors. 83 84

On a Motion by Ms. Coffey seconded by Ms. Campagna, with all in favor, the Board of Supervisors approved Resolution 2019-36, Declaring Officers, as mended to include Chris Smith, remove Randall Smuth and add Shawn Wildermuth, for Copperspring Community Development District.

85 EIGHTH ORDER OF BUSINESS Staff Reports 86 87 District Counsel 88 Not present and no report. 89 90 Interim Engineer 91 Phase 1 to turn over to CDD as soon as bonds are issued. Need to transfer roads from 92 HOA to CDD. 93 94 District Manager 95 Huber reminded the Board of Supervisors of the next meeting scheduled for June 9, 2019, 96 at 9:00 a.m. 97 98 99 100 101 102 103 104 105 106

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COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT

June 11, 2019 Minutes of Meeting

Page 4 EIGHTH ORDER OF BUSINESS Adjournment 107 108 Mr. Huber stated that there were no other matters to come before the Board of 109 Supervisors at this time. 110 111

On a Motion by Ms. Campagna, seconded by Ms. Coffey, with all in favor, the Board of Supervisors adjourned the meeting at 9:26 a.m., for Copperspring Community Development District.

112 113 114 Assistant Secretary Chairman/Vice Chairman 115

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Tab 2

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Final Resolution Approving Debt Assessments Copperspring CDD Resolution 2019-37

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RESOLUTION 2019 - 37

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT AUTHORIZING THE CONSTRUCTION AND ACQUISITION OF CERTAIN CAPITAL PUBLIC IMPROVEMENTS; EQUALIZING, APPROVING, CONFIRMING, AND LEVYING SPECIAL ASSESSMENTS ON THE PROPERTY SPECIALLY BENEFITED BY SUCH PUBLIC IMPROVEMENTS TO PAY THE COST THEREOF; PROVIDING A METHOD FOR ALLOCATING THE TOTAL ASSESSMENTS AMONG THE BENEFITED PARCELS WITHIN THE DISTRICT; CONFIRMING THE DISTRICT'S INTENTION TO ISSUE ITS SPECIAL ASSESSMENT BONDS; PROVIDING FOR SEVERABILITY, CONFLICTS AND AN EFFECTIVE DATE.

BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT AS FOLLOWS:

SECTION 1. AUTHORITY FOR THIS RESOLUTION. This Resolution is

adopted pursuant to Chapters 170,190 and 197, Florida Statutes. SECTION 2. FINDINGS. The Board of Supervisors (the “Board”) of the

Copperspring Community Development District (the “District”) hereby finds and determines as follows:

(a) The District is a local unit of special purpose government organized and existing under and pursuant to Chapter 190, Florida Statutes, as amended.

(b) The District is authorized under Chapter 190, Florida Statutes, to

construct and acquire certain capital public improvements as described in the Engineer’s Report dated April 2019 (the “2019 Project”), attached hereto as Exhibit “A”.

(c) The District is authorized by Chapters 170 and 190, Florida Statutes,

to levy special assessments to pay all or any part of the cost of community development improvements such as the 2019 Project and to issue revenue bonds payable from special assessments as provided in Chapters 170 and 190, Florida Statutes.

(d) It is desirable for the public safety and welfare that the District construct and acquire the 2019 Project on certain lands within the District, the nature and location of which are described in Resolution 2019-30 and more specifically described in the plans and specifications on file at the registered office of the District; that the cost of such 2019 Project be assessed against the lands specially benefited thereby, and that the District issue its special assessment bonds, in one or more series (herein, the “Series 2019 Bonds”), to provide funds for such purpose pending the receipt of such special assessments.

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(e) The implementation of the 2019 Project, the levying of such special assessments and the sale and issuance of the Series 2019 Bonds serves a proper, essential, and valid public purpose.

(f) In order to provide funds with which to pay the cost of constructing and acquiring a portion of the 2019 Project which are to be assessed against the benefited properties pending the collection of such special assessments, it is necessary for the District to issue and sell the Series 2019 Bonds.

(g) By Resolution 2019-30, the Board determined to implement the 2019 Project and to defray the cost thereof by levying special assessments on benefited property and expressed an intention to issue the Series 2019 Bonds to provide the funds needed therefor prior to the collection of such special assessments. Resolution 2019-30 was adopted in compliance with the requirements of Section 190.016, Florida Statutes and with the requirements of Section 170.03, Florida Statutes, and prior to the time the same was adopted, the requirements of Section 170.04, Florida Statutes had been complied with.

(h) Resolution 2019-30, was published as required by Section 170.05,

Florida Statutes, and a copy of the publisher's affidavit of publication is on file with the Chairman of the Board of Supervisors of the District.

(i) A preliminary assessment roll has been prepared and filed with the

Board as required by Section 170.06, Florida Statutes. (j) As required by Section 170.07, Florida Statutes, upon completion of

the preliminary assessment roll, the Board adopted Resolution 2019-31 fixing the time and place of a public hearing at which owners of the property to be assessed and other persons interested therein may appear before the Board and be heard as to (i) the propriety and advisability of implementing the 2019 Project, (ii) the cost thereof, (iii) the manner of payment therefor, and (iv) the amount thereof to be assessed against each specially benefited property.

(k) At the time and place specified in the resolution and notice referred

to in paragraph (j) above, the Board met as an equalization board, conducted such public hearing and heard and considered all comments and complaints as to the matters described in paragraph (j) above, and based thereon, has made such modifications in the preliminary assessment roll as it deems desirable in the making of the final assessment roll.

(l) Having considered revised estimates of the construction costs of the

2019 Project, revised estimates of financing costs, and all complaints and evidence presented at such public hearing, the Board finds and determines:

(i) that the estimated costs of the 2019 Project is as specified in

the Master Special Assessment Allocation Report, dated April 19, 2019 prepared by

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Rizzetta & Company, (the "Assessment Report") attached hereto as Exhibit “B”, and the amount of such costs is reasonable and proper;

(ii) it is reasonable, proper, just and right to assess the cost of

such 2019 Project against the properties specially benefited thereby using the methods determined by the Board, which results in the special assessments set forth on the final assessment roll;

(iii) it is hereby declared that the 2019 Project will constitute a

special benefit to all parcels of real property listed on the final assessment roll set forth in the Assessment Report and that the benefit, in the case of each such parcel, will be equal to or in excess of the special assessments thereon; and

(iv) it is desirable that the Assessments be paid and collected as herein provided.

SECTION 3. DEFINITIONS. Capitalized words and phrases used herein but not defined herein shall have the meaning given to them in the Report. In addition, the following words and phrases shall have the following meanings:

“Assessable Unit” means a building lot in the product type or lot size as set forth

in the Assessment Report.

"Assessment" or “Assessments” means the special assessments imposed to repay the Series 2019 Bonds which are being issued to finance the construction and acquisition of the 2019 Project as described in the Assessment Report.

"Developer" means Lennar Homes, LLC, a Florida limited liability company, and

its successors and assigns. SECTION 4. AUTHORIZATION OF 2019 PROJECT. The 2019 Project

described in Resolution 2019-30, as more specifically described by the plans and specifications therefor on file in the registered office of the District, is hereby authorized and approved and the proper officers, employees and agents of the District are hereby authorized and directed to take such further action as may be necessary or desirable to cause the same to be constructed or acquired following the issuance of Series 2019 Bonds referred to herein.

SECTION 5. ESTIMATED COST OF 2019 PROJECT. The total estimated costs

of the 2019 Project, and the costs to be paid by the Assessments on all specially benefited property is set forth in the Assessment Report.

SECTION 6. EQUALIZATION, APPROVAL, CONFIRMATION AND LEVY OF ASSESSMENTS. The Assessments on the benefited parcels all as specified in the final assessment roll are hereby equalized, approved, confirmed and levied. Promptly following the adoption of this Resolution, those Assessments shall be recorded by the

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Secretary of the Board of the District in a special book, to be known as the "Improvement Lien Book." The Assessment or Assessments against the benefited parcels shown on such final assessment roll and interest and penalties thereon, as hereafter provided, shall be and shall remain a legal, valid and binding first lien on such benefited parcels until paid; such lien shall be coequal with the lien of all state, county, district and municipal taxes and special assessments, and superior in dignity to all other liens, titles, and claims (except for federal liens, titles, and claims).

SECTION 7. FINALIZATION OF ASSESSMENTS. When the 2019 Project has

been constructed to the satisfaction of the Board, the Board shall adopt a resolution accepting the same and determining the actual costs to the District thereof, as required by Sections 170.08 and 170.09, Florida Statutes. In the event that the actual costs to the District for the 2019 Project is less than the amount assessed therefor, the District shall credit to each Assessment for the 2019 Project the proportionate difference between the Assessment as hereby made, approved and confirmed and the actual costs of the 2019 Project, as finally determined upon completion thereof. In no event, however, shall the final amount of any such Assessment exceed the amount originally assessed hereunder. In making such credits, no discount shall be granted or credit given for any part of the payee's proportionate share of any actual bond financing costs, such as capitalized interest, funded reserves or bond discount included in the estimated cost of the 2019 Project. Such credits shall be entered in the Improvement Lien Book. Once the final amount of the Assessments for all of the 2019 Project has been determined, the term "Assessment" shall mean the sum of the actual costs of the 2019 Project benefiting the benefited parcels plus financing costs.

SECTION 8. ALLOCATION OF ASSESSMENTS WITHIN THE BENEFITED

PARCELS. Because it is contemplated that the land will be subdivided into lots to be used for the construction of residential units, and that such individual lots will be sold to numerous purchasers, the Board deems it desirable to establish a method for allocating the total Assessment among the various lots that will exist so that the amount so allocated to each lot will constitute an assessment against, and a lien upon, each such lot without further action by the Board.

The Board has been informed by the Developer that each lot of a particular product type as identified in the Assessment Report will be of approximately the same size as each other lot of the same product type. While it would be possible to allocate the Assessments among each lot of a particular product type on the basis of the square footage of each such lot, the Board does not believe that the special benefits afforded by the 2019 Project to each lot vary to any material degree due to comparatively minor variations in the square footage of each lot. Instead, the Board believes, and hereby finds, that based upon the Developer's present development plans, each lot of the same product type will be benefited equally by the 2019 Project, regardless of minor variations in the square footage of the lots.

If the Developer's plans change and the size of the Assessable Units vary to a

degree such that it would be inequitable to levy Assessments in equal amounts against

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each Assessable Unit of the same product type, then the Board may, by a supplemental resolution, reallocate the Assessments against the Assessable Units on a more equitable basis and in doing so the Board may ignore minor variations among lots of substantially equal square footage; provided, however, that before adoption of any resolution the Board shall have obtained and filed with the trustee for the Series 2019 Bonds (herein, the “Trustee”): (i) an opinion of counsel acceptable to the District to the effect that the Assessments as reallocated were duly levied in accordance with applicable law, that the Assessments as reallocated, together with the interest and penalties, if any, thereon, will constitute a legal, valid and binding first lien on the Assessable Units as to which such Assessments were reallocated until paid in full, and that such lien is coequal with the lien of all state, county, district and municipal taxes and special assessments, and superior in dignity to all other liens, titles, and claims (except for federal liens, titles, and claims), whether then existing or thereafter created; and (ii) a certificate from the District's methodology consultant together with supporting schedule confirming that the aggregate cash flow from the reallocated Assessments is not less than the aggregate cash flow from the original Assessments.

If the Board reallocates Assessments as provided in the preceding paragraph, a

certified copy of the supplemental resolution approving such reallocation shall be filed with the Trustee within 30 days after its adoption and a revised Assessment roll shall be prepared and shall be recorded in the Improvement Lien Book created pursuant hereto.

SECTION 9. PAYMENT OF ASSESSMENTS. At the end of the capitalized

interest period referenced in the Assessment Report (if any), the Assessments for the Series 2019 Bonds shall be payable in substantially equal annual installments of principal and interest over a period of 30 years, in the principal amounts set forth in the Assessment Report, together with interest at the applicable coupon rate of the Series 2019 Bonds, such interest to be calculated on the basis of a 360 day year consisting of 12 months of thirty days each, plus the District's costs of collection and assumed discounts for Assessments paid in November; provided, however, that any owner of land (unless waived in writing by the owner or any prior owner and the same is recorded in the public records of the County) against which an Assessment has been levied may pay the entire principal balance of such Assessment without interest at any time within thirty days after the 2019 Project have been completed and the Board has adopted a resolution accepting the 2019 Project as provided by section 170.09, Florida Statutes. Further, after the completion and acceptance of the 2019 Project or prior to completion and acceptance to the extent the right to prepay without interest has been previously waived, any owner of land against which an Assessment has been levied may pay the principal balance of such Assessment, in whole or in part at any time, if there is also paid an amount equal to the interest that would otherwise be due on such balance to the earlier of the next succeeding Series 2019 Bond payment date, which is at least 45 days after the date of payment.

SECTION 10. PAYMENT OF SERIES 2019 BONDS; REFUNDS FOR

OVERPAYMENT. Upon payment of all of the principal and interest on the Series 2019 Bonds secured by the Assessments, the Assessments theretofore securing the Series 2019 Bonds shall no longer be levied by the District. If, for any reason, Assessments are

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overpaid or excess Assessments are collected, or if, after repayment of the Series 2019 Bonds the Trustee makes payment to the District of excess amounts held by it for payment of the Series 2019 Bonds, such overpayment or excess amount or amounts shall be refunded to the person or entity who paid the Assessment.

SECTION 11. PENALTIES, CHARGES, DISCOUNTS, AND COLLECTION

PROCEDURES. The Assessments shall be subject to a penalty at a rate of one percent (1%) per month if not paid when due under the provisions of Florida Statutes, Chapter 170 or the corresponding provisions of subsequent law. However, for platted and developed lots, the District anticipates using the "uniform method for the levy, collection and enforcement of non-ad valorem assessment" as provided by Florida Statutes, Chapter 197 for the collection of the Assessments for the Series 2019 Bonds. Accordingly, the Assessments for the Series 2019 Bonds, shall be subject to all collection provisions to which non-ad valorem assessments must be subject in order to qualify for collection pursuant to Florida Statutes, Chapter 197, as such provisions now exist and as they may exist from time to time hereafter in Chapter 197 or in the corresponding provision of subsequent laws. Without limiting the foregoing, at the present time such collection provisions include provisions relating to discount for early payment, prepayment by installment method, deferred payment, penalty for delinquent payment, and issuance and sale of tax certificates and tax deeds for non-payment. With respect to the Assessments levied against any parcels owned by the Developer, the District may invoice and collect such Assessments directly from the Developer and not pursuant to Chapter 197. Any Assessments that are directly collected by the District shall be due and payable to the District at least 30 days prior to the next Series 2019 Bond payment date of each year.

SECTION 12. CONFIRMATION OF INTENTION TO ISSUE SPECIAL

ASSESSMENT BONDS. The Board hereby confirms its intention to issue the Series 2019 Bonds, to provide funds, pending receipt of the Assessments, to pay all or a portion of the cost of the 2019 Project assessed against the specially benefited property.

SECTION 13. SEVERABILITY. If any Section or part of a Section of this

Resolution be declared invalid or unconstitutional, the validity, force and effect of any other Section or part of a Section of this Resolution shall not thereby be affected or impaired unless it clearly appears that such other Section or part of a Section of this Resolution is wholly or necessarily dependent upon the Section or part of a Section so held to be invalid or unconstitutional.

SECTION 14. CONFLICTS. All resolutions or parts thereof in conflict herewith

are, to the extent of such conflict, superseded and repealed. EFFECTIVE DATE. This Resolution shall become effective upon its adoption.

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PASSED AND ADOPTED this 9th day of July, 2019.

Attest: Matthew Huber Assistant Secretary

Copperspring Community Development District Kelly Evans Chair of the Board of Supervisors

Exhibit “A” – District Engineer’s Report dated April 2019 Exhibit “B” – Master Special Assessment Allocation Report, dated April 19, 2019

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Tab 3

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RESOLUTION 2019-38

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT ADOPTING UNIFORM RULES OF PROCEDURE, IN KEEPING WITH CHAPTER 120.54(5), FLORIDA STATUTES.

WHEREAS, the Copperspring Community Development District (hereinafter the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Pasco County, Florida; and WHEREAS, the Board of Supervisors of the District (hereinafter the “Board”) is authorized by Section 190.011(5), Florida Statutes, to adopt rules and orders pursuant to Chapter 120, Florida Statutes; and WHEREAS, in accordance with Section 120.54(5), Florida Statutes, the District must comply with the adoption of Uniform Rules of Procedure as established by the Florida Administration Commission; and WHEREAS, the District set July 9, 2019, as the date for a public hearing thereon and caused notice of such public hearing to be given by publication pursuant to Section 120.54, Florida Statutes; and WHEREAS, the District has complied with the rule making process as outlined in Section 120.54, Florida Statutes. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT: Section 1: The Board hereby adopts the Rules of Procedure as attached

hereto as Exhibit “A”. Section 2: This resolution shall become effective immediately upon its

adoption. PASSED AND ADOPTED THIS 9TH DAY OF JULY, 2019. ATTEST: COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT Secretary/ Assistant Secretary Kelly Evans Print Name: Chair of the Board of Supervisors

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Tab 4

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RESOLUTION 2019-39

RESOLUTION OF THE BOARD OF SUPERVISORS OF COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT EXPRESSING ITS INTENT TO UTILIZE THE UNIFORM METHOD OF LEVYING, COLLECTING, AND ENFORCING NON-AD VALOREM ASSESSMENTS WHICH MAY BE LEVIED BY THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT IN ACCORDANCE WITH SECTIONS 197.3631 AND 197.3632, FLORIDA STATUTES; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, Copperspring Community Development District (“District”) was established pursuant to the provisions of Chapter 190, Florida Statutes, which authorizes the District to levy certain assessments which include operation and maintenance assessments and further authorizes the District to levy special assessments pursuant to Chapter 170, Florida Statutes, for the acquisition, construction, or reconstruction of assessable improvements authorized by Chapter 190, Florida Statutes; and WHEREAS, the above referenced assessments are non-ad valorem in nature and, therefore, may be collected under the provisions of Sections 197.3631 and 197.3632, Florida Statutes, in which the State of Florida has provided a uniform method for the levying, collecting, and enforcing such non-ad valorem assessments; and WHEREAS, pursuant to Section 197.3632, Florida Statutes, the District has caused notice of a public hearing to be advertised weekly in a newspaper of general circulation within Pasco County for four (4) consecutive weeks prior to such hearing.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. Copperspring Community Development District upon conducting its public hearing as required by Section 197.3632, Florida Statutes, hereby expresses its intent to use the uniform method of collecting assessments imposed by the District as provided in Chapters 170 and 190, Florida Statutes, each of which are non-ad valorem assessments which may be collected annually pursuant to the provisions of Chapter 190, Florida Statutes, for the purpose of paying principal and interest on any and all of its indebtedness and for the purpose of paying the cost of operating and maintaining its assessable improvements. The legal description of the boundaries of the real property subject to a levy of assessments is attached and made a part of this Resolution as Exhibit A. The non-ad valorem assessments and the District’s use of the uniform method of collecting its non-ad valorem assessment(s) may continue in any given year when the Board of Supervisors determines that use of the uniform method for that year is in the best interests of the District.

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SECTION 2. The District’s Secretary is authorized to provide the Property Appraiser and Tax Collector of Pasco County and the Department of Revenue of the State of Florida with a copy of this Resolution and enter into any agreements with the Property Appraiser and/or Tax Collector necessary to carry out the provisions of this Resolution. SECTION 3. If any provision of this Resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect. SECTION 4. This Resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed. PASSED AND ADOPTED THIS 9TH DAY OF JULY, 2019. ATTEST: COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT Secretary/ Assistant Secretary Kelly Evans Print Name: Chair of the Board of Supervisors Exhibit A: Legal Description

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Exhibit A

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Tab 5

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RESOLUTION 2019-40

THE ANNUAL APPROPRIATION RESOLUTION OF THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT (“DISTRICT”) RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGET FOR THE FISCAL YEAR BEGINNING MARCH 29, 2019 (THE ESTABLISHMENT DATE OF THE DISTRICT), AND ENDING SEPTEMBER 30, 2019 APPROVING A BUDGET FUNDING AGREEMENT; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the District Manager has submitted to the Board of Supervisors (“Board”) a proposed budget for the current budget year along with an explanatory and complete financial plan for each fund of the District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and WHEREAS, at least sixty (60) days prior to the adoption of the proposed annual budget (“Proposed Budget”), the District filed a copy of the Proposed Budget with the local governing authorities having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and WHEREAS, the Board set July 9, 2019, as the date for a public hearing thereon and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and WHEREAS, the District Manager posted the Proposed Budget on the District’s website at least two days before the public hearing; and WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that each year, the District Board by passage of the Annual Appropriation Resolution shall adopt a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year; and WHEREAS, the District Manager has prepared a Proposed Budget, whereby the budget shall project the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year; and

WHEREAS, in order for the Developer to fund a portion of the Budget, the Board desires to approve a form of the Budget Funding Agreement.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT:

Section 1. Budget

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a. That the Board of Supervisors has reviewed the District Manager’s Proposed Budget, a copy of which is on file with the office of the District Manager and at the District’s Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.

b. That the Proposed Budget, attached hereto as Exhibit “A,” as amended by

the Board, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes, and incorporated herein by reference; provided, however, that the comparative figures contained in the adopted budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures for fiscal year 2018/2019.

c. That the adopted budget, as amended, shall be maintained in the office of the

District Manager and at the District’s Records Office and identified as the “Budget for the Copperspring Community Development District for the Fiscal Year Beginning March 29, 2019 (the establishment date of the District), and Ending September 30, 2019,” as adopted by the Board of Supervisors on July 9, 2019.

d. The final adopted budget shall be posted by the District Manager on the

District’s official website within thirty (30) days after adoption. Section 2. Budget Amendments Pursuant to Section 189.016, Florida Statutes, the District at any time within the fiscal year or within 60 days following the end of the fiscal year may amend its budget for that fiscal year as follows:

a. The Board may authorize an increase or decrease in line item appropriations within a fund by motion recorded in the minutes if the total appropriations of the fund do not increase.

b. The District Manager or Treasurer may authorize an increase or decrease

in line item appropriations within a fund if the total appropriations of the fund do not increase and if the aggregate change in the original appropriation item does not exceed $10,000 or 10% of the original appropriation.

c. By resolution, the Board may increase any appropriation item and/or fund

to reflect receipt of any additional unbudgeted monies and make the corresponding change to appropriations or the unappropriated balance.

d. Any other budget amendments shall be adopted by resolution and

consistent with Florida law.

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The District Manager or Treasurer must establish administrative procedures to ensure that any budget amendments are in compliance with this Section 3 and Section 189.016 of the Florida Statutes, among other applicable laws. Among other procedures, the District Manager or Treasurer must ensure that any amendments to budget(s) under subparagraphs c. and d. above are posted on the District’s website within 5 days after adoption. Section 3. Budget Funding Agreement The form of the Budget Funding Agreement, attached as Exhibit “B” hereto, is hereby approved in order to fund the Developer’s portion of the budget for Fiscal Year 2018/2019. Section 4. Effective Date.

This Resolution shall take effect upon the passage and adoption of this Resolution by the Board of Supervisors of the Copperspring Community Development District. PASSED AND ADOPTED THIS 9TH DAY OF JULY, 2019. ATTEST: COPPERSPRING COMMUNITY DEVELOPMENT DISTRICT Secretary/ Assistant Secretary Kelly Evans Print Name: Chair of the Board of Supervisors Exhibit A: 2018/2019 Budget Exhibit B: Budget Funding Agreement

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Copperspring Community Development District

Approved Proposed Budget for Fiscal Year 2018/2019

Presented by: Rizzetta & Company, Inc.

5844 Old Pasco Rd. Suite 100

Wesley Chapel, Fl 33544 813-994-1001

rizzetta.com

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Table of Contents

Page

3 General Fund Budget Account Category Descriptions

General Fund Budget for Fiscal Year 2018/2019 9

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GENERAL FUND BUDGET ACCOUNT CATEGORY DESCRIPTION

The General Fund Budget Account Category Descriptions are subject to change at any time depending on its application to the District. Please note, not all General Fund Budget Account Category Descriptions are applicable to the District indicated above. Uses of the descriptions contained herein are intended for general reference.

REVENUES:

Interest Earnings: The District may earn interest on its monies in the various operating accounts. Tax Roll: The District levies Non-Ad Valorem Special Assessments on all of the assessable property within the District to pay for operating expenditures incurred during the Fiscal Year. The assessments may be collected in two ways. The first is by placing them on the County’s Tax Roll, to be collected with the County’s Annual Property Tax Billing. This method is only available to land properly platted within the time limits prescribed by the County. Off Roll: For lands not on the tax roll and that is by way of a direct bill from the District to the appropriate property owner. Developer Contributions: The District may enter into a funding agreement and receive certain prescribed dollars from the Developer to off-set expenditures of the District. Event Rental: The District may receive monies for event rentals for such things as weddings, birthday parties, etc. Miscellaneous Revenues: The District may receive monies for the sale or provision of electronic access cards, entry decals etc. Facilities Rentals: The District may receive monies for the rental of certain facilities by outside sources, for such items as office space, snack bar/restaurants etc.

EXPENDITURES – ADMINISTRATIVE:

Supervisor Fees: The District may compensate its supervisors within the appropriate statutory limits of $200.00 maximum per meeting within an annual cap of $4,800.00 per supervisor.

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Administrative Services: The District will incur expenditures for the day to today operation of District matters. These services include support for the District Management function, recording and preparation of meeting minutes, records retention and maintenance in accordance with Chapter 119, Florida Statutes, and the District’s adopted Rules of Procedure, preparation and delivery of agenda, overnight deliveries, facsimiles and phone calls. District Management: The District as required by statute, will contract with a firm to provide for management and administration of the District’s day to day needs. These services include the conducting of board meetings, workshops, overall administration of District functions, all required state and local filings, preparation of annual budget, purchasing, risk management, preparing various resolutions and all other secretarial duties requested by the District throughout the year is also reflected in this amount. District Engineer: The District’s engineer provides general engineering services to the District. Among these services are attendance at and preparation for monthly board meetings, review of construction invoices and all other engineering services requested by the district throughout the year. Disclosure Report: The District is required to file quarterly and annual disclosure reports, as required in the District’s Trust Indenture, with the specified repositories. This is contracted out to a third party in compliance with the Trust Indenture. Trustee’s Fees: The District will incur annual trustee’s fees upon the issuance of bonds for the oversight of the various accounts relating to the bond issues. Assessment Roll: The District will contract with a firm to maintain the assessment roll and annually levy a Non-Ad Valorem assessment for operating and debt service expenses. Financial & Revenue Collections: Services include all functions necessary for the timely billing and collection and reporting of District assessments in order to ensure adequate funds to meet the District’s debt service and operations and maintenance obligations. These services include, but are not limited to, assessment roll preparation and certification, direct billings and funding request processing as well as responding to property owner questions regarding District assessments. This line item also includes the fees incurred for a Collection Agent to collect the funds for the principal and interest payment for its short-term bond issues and any other bond related collection needs. These funds are collected as prescribed in the Trust Indenture. The Collection Agent also provides for the release of liens on property after the full collection of bond debt levied on particular properties. Accounting Services: Services include the preparation and delivery of the District’s financial statements in accordance with Governmental Accounting Standards, accounts payable and accounts receivable functions, asset tracking, investment tracking, capital program administration and requisition processing, filing of annual reports required by the State of Florida and monitoring of trust account activity.

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Auditing Services: The District is required annually to conduct an audit of its financial records by an Independent Certified Public Accounting firm, once it reaches certain revenue and expenditure levels, or has issued bonds and incurred debt. Arbitrage Rebate Calculation: The District is required to calculate the interest earned from bond proceeds each year pursuant to the Internal Revenue Code of 1986. The Rebate Analyst is required to verify that the District has not received earnings higher than the yield of the bonds. Travel: Each Board Supervisor and the District Staff are entitled to reimbursement for travel expenses per Florida Statutes 190.006(8). Public Officials Liability Insurance: The District will incur expenditures for public officials’ liability insurance for the Board and Staff. Legal Advertising: The District will incur expenditures related to legal advertising. The items for which the District will advertise include, but are not limited to meeting schedules, special meeting notices, and public hearings, bidding etc. for the District based on statutory guidelines Bank Fees: The District will incur bank service charges during the year. Dues, Licenses & Fees: The District is required to pay an annual fee to the Department of Economic Opportunity, along with other items which may require licenses or permits, etc. Miscellaneous Fees: The District could incur miscellaneous throughout the year, which may not fit into any standard categories. Website Hosting, Maintenance and Email: The District may incur fees as they relate to the development and ongoing maintenance of its own website along with possible email services if requested. District Counsel: The District’s legal counsel provides general legal services to the District. Among these services are attendance at and preparation for monthly board meetings, review of operating and maintenance contracts and all other legal services requested by the district throughout the year.

EXPENDITURES - FIELD OPERATIONS: Deputy Services: The District may wish to contract with the local police agency to provide security for the District.

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Security Services and Patrols: The District may wish to contract with a private company to provide security for the District. Electric Utility Services: The District will incur electric utility expenditures for general purposes such as irrigation timers, lift station pumps, fountains, etc. Streetlights: The District may have expenditures relating to street lights throughout the community. These may be restricted to main arterial roads or in some cases to all street lights within the District’s boundaries. Utility - Recreation Facility: The District may budget separately for its recreation and or amenity electric separately. Gas Utility Services: The District may incur gas utility expenditures related to district operations at its facilities such as pool heat etc. Garbage - Recreation Facility: The District will incur expenditures related to the removal of garbage and solid waste. Solid Waste Assessment Fee: The District may have an assessment levied by another local government for solid waste, etc. Water-Sewer Utility Services: The District will incur water/sewer utility expenditures related to district operations. Utility - Reclaimed: The District may incur expenses related to the use of reclaimed water for irrigation. Aquatic Maintenance: Expenses related to the care and maintenance of the lakes and ponds for the control of nuisance plant and algae species. Fountain Service Repairs & Maintenance: The District may incur expenses related to maintaining the fountains within throughout the Parks & Recreational areas Lake/Pond Bank Maintenance: The District may incur expenditures to maintain lake banks, etc. for the ponds and lakes within the District’s boundaries, along with planting of beneficial aquatic plants, stocking of fish, mowing and landscaping of the banks as the District determines necessary. Wetland Monitoring & Maintenance: The District may be required to provide for certain types of monitoring and maintenance activities for various wetlands and waterways by other governmental entities.

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Mitigation Area Monitoring & Maintenance: The District may be required to provide for certain types of monitoring and maintenance activities for various mitigation areas by other governmental entities. Aquatic Plant Replacement: The expenses related to replacing beneficial aquatic plants, which may or may not have been required by other governmental entities. General Liability Insurance: The District will incur fees to insure items owned by the District for its general liability needs Property Insurance: The District will incur fees to insure items owned by the District for its property needs Entry and Walls Maintenance: The District will incur expenditures to maintain the entry monuments and the fencing. Landscape Maintenance: The District will incur expenditures to maintain the rights-of-way, median strips, recreational facilities including pond banks, entryways, and similar planting areas within the District. These services include but are not limited to monthly landscape maintenance, fertilizer, pesticides, annuals, mulch, and irrigation repairs. Irrigation Maintenance: The District will incur expenditures related to the maintenance of the irrigation systems. Irrigation Repairs: The District will incur expenditures related to repairs of the irrigation systems. Landscape Replacement: Expenditures related to replacement of turf, trees, shrubs etc. Field Services: The District may contract for field management services to provide landscape maintenance oversight. Miscellaneous Fees: The District may incur miscellaneous expenses that do not readily fit into defined categories in field operations. Gate Phone: The District will incur telephone expenses if the District has gates that are to be opened and closed. Street/Parking Lot Sweeping: The District may incur expenses related to street sweeping for roadways it owns or are owned by another governmental entity, for which it elects to maintain. Gate Facility Maintenance: Expenses related to the ongoing repairs and maintenance of gates owned by the District if any.

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Sidewalk Repair & Maintenance: Expenses related to sidewalks located in the right of way of streets the District may own if any. Roadway Repair & Maintenance: Expenses related to the repair and maintenance of roadways owned by the District if any. Employees - Salaries: The District may incur expenses for employees/staff members needed for the recreational facilities such as Clubhouse Staff. Employees - P/R Taxes: This is the employer’s portion of employment taxes such as FICA etc. Employee - Workers’ Comp: Fees related to obtaining workers compensation insurance. Management Contract: The District may contract with a firm to provide for the oversight of its recreation facilities. Maintenance & Repair: The District may incur expenses to maintain its recreation facilities. Facility Supplies: The District may have facilities that required various supplies to operate. Gate Maintenance & Repairs: Any ongoing gate repairs and maintenance would be included in this line item. Telephone, Fax, Internet: The District may incur telephone, fax and internet expenses related to the recreational facilities. Office Supplies: The District may have an office in its facilities which require various office related supplies. Clubhouse - Facility Janitorial Service: Expenses related to the cleaning of the facility and related supplies. Pool Service Contract: Expenses related to the maintenance of swimming pools and other water features. Pool Repairs: Expenses related to the repair of swimming pools and other water features. Security System Monitoring & Maintenance: The District may wish to install a security system for the clubhouse Clubhouse Miscellaneous Expense: Expenses which may not fit into a defined category in this section of the budget Athletic/Park Court/Field Repairs: Expense related to any facilities such as tennis, basketball etc.

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Trail/Bike Path Maintenance: Expenses related to various types of trail or pathway systems the District may own, from hard surface to natural surfaces. Special Events: Expenses related to functions such as holiday events for the public enjoyment Miscellaneous Fees: Monies collected and allocated for fees that the District could incur throughout the year, which may not fit into any standard categories. Miscellaneous Contingency: Monies collected and allocated for expenses that the District could incur throughout the year, which may not fit into any standard categories. Capital Outlay: Monies collected and allocated for various projects as they relate to public improvements.

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Email)

Chart of Accounts Classification Budget for 2018/2019 Comments

12 REVENUES314 Special Assessments15 Tax Roll* $ -17 Off Roll* $ -18 Contributions & Donations from Private Sources19 Developer Contributions $ 250,0003132 TOTAL REVENUES $ 250,0003336 TOTAL REVENUES AND BALANCE FORWARD $ 250,0003738 *Allocation of assessments between the Tax Roll and Off Roll are

3940 EXPENDITURES - ADMINISTRATIVE4144 Financial & Administrative45 Administrative Services $ 4,500 After Bonds are issued

46 District Management $ 20,100 After Bonds are issued

47 District Engineer $ 15,00048 Disclosure Report $ 5,000 After Bonds are issued

49 Trustees Fees $ 5,000 After Bonds are issued

50 Assessment Roll $ 5,000 After Bonds are issued

51 Financial & Revenue Collections $ 3,60052 Accounting Services $ 18,000 After Bonds are issued

53 Auditing Services $ 5,00054 Arbitrage Rebate Calculation $ 70055 Miscellaneous Mailings $ 2,50059 Public Officials Liability Insurance $ 5,00060 Legal Advertising $ 2,50061 Bank Fees $ - None if using Suntrust62 Dues, Licenses & Fees $ 1,00063 Miscellaneous Fees $ 1,00064 Tax Collector /Property Appraiser Fees $ 15066 Website Hosting, Maintenance, Backup (and $ 18,000 ADA requirements67 Legal Counsel68 District Counsel $ 20,0007374 Administrative Subtotal $ 132,0507576 EXPENDITURES - FIELD OPERATIONS77125 Other Physical Environment130 General Liability Insurance $ 5,000131 Property Insurance $ 5,000218 Contingency220 Miscellaneous Contingency $ 107,950223224 Field Operations Subtotal $ 117,950227228 TOTAL EXPENDITURES $ 250,000229230 EXCESS OF REVENUES OVER EXPENDITURES $ -231

Proposed BudgetCopperspring Community Development District

General FundFiscal Year 2018/2019

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Tab 6

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Engineering News-Record magazine’s list of the top 500design firms in the United States. The firm was founded inDallas in 1950 by Albert H. Halff, PhD-Eng., PE.

By joining Halff, we offer expanded services and industryexperts who bring interdisciplinary solutions to your project challenges. Genesis Halff offers:• Architecture• Construction Engineering and Inspection• Environmental• Geographic Information Systems• Intelligent Transportation Systems• Land and Site Development• Mechanical/Electrical/Plumbing Engineering• Oil and Gas• Planning and Landscape Architecture• Public Works• Right of Way• Software Development• Structural Engineering• Subsurface Utility Engineering/Utility Coordination• Surveying• Transportation• Visualization• Water Resources

• Water Utilities

Qualification StatementHaving served multiple municipalities in Florida onsuccessful projects, we have confidence that we arecapable of accepting and successfully completing anytask assigned regardless of the project’s size and scope.Our team will work together with the Board to prepare aspecific scope of work to achieve the desired result. Fromthe project’s concept to its completion, we will workclosely with CDD Board of Directors to assess the correctblend of data gathering, engineering analysis, and planspreparation to expedite design, permitting, report prepa-ration, and final plans production within the desiredschedule. Depending on the complexity of a task

STATEMENT OF QUALIFICATIONS

Firm BackgroundGenesis Halff is a team of professionals providingoutstanding service in the disciplines of civil/stormwater/utility engineering, planning, landscape architecture,urban design, construction engineering & inspection,transportation and mobility, and geographic informationsystems (GIS). Since 1987, Genesis Halff has servedpublic and private sector clients throughout Florida, theSoutheastern U.S., and internationally. Our work spansevery project type—from planning, engineering andlandscape design for community development districts, municipalities, urban parks and commercial centers to designing intelligent transportation systems (ITS), leading regional planning initiatives, and delivering CEI services for major and minor highways.

At Genesis Halff, our goal is to consistently meet clientobjectives and produce high quality work that creativelybalances function and aesthetics, meets schedule andbudget requirements, and respects the environment.Genesis Halff professionals have broad-based experience,deep knowledge of local regulatory environments, andenthusiasm for their work. Our team members workcollaboratively to resolve the most challenging designissues whether a project is driven by infrastructurerehabilitation/expansion, private development needs,environmental issues, transportation requirements, orcommunity concerns. For building design services, we haveworking relationships with local architects and can supportany building needs that may arise. Our aim is to deliverthe finest service and work products possible and buildprofessional relationships based upon accountability andtrust.

Genesis Joins Halff Associates, Inc.Genesis joined Halff Associates, Inc., in 2019 to becomeGenesis Halff. By joining Halff, we offer additional servicesand industry experts who bring holistic solutions to yourproject challenges. Halff is an employee-owned full-serviceengineering and architecture firm headquartered inRichardson, Texas. The firm provides services throughoutthe Southwest and Southeast from 22 offices in Texas, Ok-lahoma, Louisiana and Florida. The firm’s staff of 875 in-cludes engineers, architects, landscape architects, plan-ners, scientists, and surveyors. Halff is ranked #128 in

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• Progress Meetings. Regular and routinecommunications with the Project Manager and withthe planning team are critical to the success of anyproject. Meeting notes will be published for eachmeeting.

• Review Existing Documents.

• Site Visit. Site visits will be scheduled for the studyarea.

Design• Prepare Draft Design. The Draft Design Plan will

include a detailed inventory of existing informationincluding physical and natural characteristics of thestudy area; comprehensive graphics identifying specificproject elements; summary of recent planning efforts;economic development opportunities; environmentalconstraints; preliminary implementation schedule; andother relevant information.

• Public Information Plan. A detailed Public InformationPlan will be prepared for approval and efficientlyimplemented, if needed.

• Finalize Design. Upon approval by the CDD, the designwill be refined and finalized.

The purpose of this section has been to familiarize the CDDwith key facets of Genesis Halff’s project managementprocedures to demonstrate that these procedures areappropriate and effective for execution of each taskassignment, as well as to identify our approach. Specificprocedures have been developed at Genesis Halff coveringthe full span of a project from the initial call for assistanceto final closeout upon project completion. While individualaspects of the project management system are gearedtoward addressing specific management functions, theoverall management system is designed to ensure costeffective and timely provision of consulting services withappropriate level of interaction and coordination with theCDD for the duration of the contract.

Project CoordinationWhile technical considerations are of paramountimportance on projects for the Copperspring CDD, GenesisHalff also recognizes the importance of satisfying the ad-ministrative and managerial aspects of its projects.The Board of Directors can be assured that the highestlevel of administrative and managerial effort will be appliedto each project to ensure that it is completed to their fullsatisfaction. With four offices located throughout Florida,

assignment, our team will assist the CDD with identificationof key project stakeholders, both public and private, anddevelop a specific approach for including them early inthe process and keeping them informed throughout theproject’s development.

The Genesis Halff team understands that a managementplan is essential for efficient completion of the varioustasks required for continuing contracts. A managementplan is also required to efficiently coordinate activities,monitor progress, and meet project milestone dates.Strong project management will be required to organizeand direct the ideas and information generated by the CDD,the design team, permitting agencies, and the public. Theessential key to a successful project is effective projectcontrol administered by a strong and qualified ProjectManager who is supported with management tools thatprovides clear and concise methods for scheduling andmonitoring projects.

At any time during the development of a task assignmentunder this contract, if it becomes apparent that changes toa scope of work is required or evolving out of necessity, theGenesis Halff Team Project Manager (PM) will promptlyaddress these changes in accordance with the terms ofthe contract. Our PM will not allow any work resulting incost changes to the CDD to be undertaken without priorapprovals from the CDD Board of Directors. Webelieve that it is absolutely essential to a successful projectthat the PM administers the commercial terms of theproject with the same diligence as the technical terms.

Genesis Halff will approach each task assignment withenthusiasm and understanding of the issues and willaddress the project scope of work with a detailed workplan that will be reviewed and approved by the CDD beforework begins. Our approach will include the following:

• Pre–contract Meeting with the CDD Board of Directors.

• Prepare detailed scope of work, schedule, andfee. Emphasis will be placed on developing acomprehensive and clear Scope of Work that will alsoserve as the Project Work Plan.

• Modify the scope and fee if necessary.

Project Execution• Notice to Proceed and Project Kickoff Meeting. As

soon as the Scope of Work has been refined andthe appropriate fee has been identified, the CDD willprepare the task assignment documents and issue aNotice to Proceed for the work. At this point, a projectkickoff meeting will be scheduled and conducted withthe project team.

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Close coordination with the client is also key to ourproject approach. Throughout any project, unforeseenor changing circumstances can often occur that mayaffect the design, cost, or schedule. The discipline projectmanager assigned are skilled at responding quickly tochanging circumstances, making course corrections as maybe required, and maintaining close and regular contactwith clients and subconsultants to ensure project goals aremaintained.

Genesis Halff has 31 years of experience with similarcontracts for numerous municipalities as well asexperience on a wide range of projects of varying scope.This experience has afforded us the knowledge that eachclients’ goals and each project is unique. Once the CDDidentifies a project/task, Genesis Halff will conduct aninternal pre-meeting to identify potential pit-falls anddevelop a preliminary schedule. We will then schedule aformal kick-off meeting between the CDD and critical teammembers to discuss the scope and any potential issuesthat were identified in the pre-meeting. This approachenables the Genesis Halff team to respond to a wide rangeof tasks, while maintaining our “right sized” team that isessential for both efficiency and customer satisfaction.The specific structure and approach to each project will becustomized to the task at hand. However, a general outlineof our approach is provided for your review:

Project CoordinationThe most critical element of our approach is to beginwith a Kick-Off Meeting. During this meeting, your ProjectManager and team will meet face-to-face to better definethe scope of work, determine the client’s specific goals,and establish the project schedule.

Pre-DesignPrior to any design work, the project manager will discussthe project’s scope and goals with any additional teammembers not present at the kickoff meeting. Thesediscussions will help familiarize the team with the uniquechallenges surrounding the project and help address anyquestions before conducting field work. Genesis Halff will then conduct a thorough field review to establish familiar-ity with the project location and area, and to gain a work-ing knowledge of existing conditions and adjacencies. If ap-plicable, Genesis Halff can conduct pre-application meetings with any regulatory agency havingjurisdiction over the proposed improvements. In addition,if deemed appropriate, public involvement meetings withkey stakeholders would be conducted. Meanwhile, yourproject team will commence with data collection andutilization of any information the CDD can provide such asgeotechnical, survey and wetland determination.

Genesis Halff has the ability to utilize personnel from theseoffices as needed in a cost effective manner. All of GenesisHalff’s managers discuss staffing requirements on a weeklybasis to assure complete staffing support of projects sothat we can complete each project on time and withinbudget.

Coordination among Genesis Halff staff and the CDD Board of Directors is a major factor for the successful completionof the work. To this end, the project mangers for each dis-cipline as identified on the overall org chart, will serve as your single point of contact and Genesis Halff staff coordi-nator. The key project team personnel identified have worked together on past local area projects andare confident in each other’s abilities. With the numberof professionals and support staff that could be workingsimultaneously on various assignments, coordination, andcommunication among these individuals is critical.

Project ExperienceThree projects per discipline have been selected tohighlight our past performance working on successfulprojects in similar scope to the Continuing ProfessionalEngineering Services. Each project information sheetprovides a brief description of the services provided,project details, and the references from the local agenciesthat were involved with the projects. Genesis Halff willfully commit our time and resources to the CDD; as wedid on the projects highlighted in this section.

Experience & AbilitiesTo produce the highest quality of work, Genesis Halffutilizes an interdisciplinary approach. Genesis Halffhas civil engineers, planners, and landscape architectsworking together out of the Downtown Tampa officethat collaborate regularly on projects. This collaborationallows projects to be examined from several differentperspectives for accuracy, constructibility, functionality,and aesthetics. For example, numerous stormwater/utilityadjustment improvements and landscape task assignmentsfor the City of St. Pete Beach, annual resurfacing taskassignments for the City of New Port Richey, stand alonesanitary sewer, pump station & force main expansionprojects for the City of Tallahassee & Leon County,Hillsborough Community College, including two pedestrianplazas and a LEED compliant parking expansion, werehighly successful in large part due to close coordinationbetween the planner, project engineer, and the landscapearchitect. Additionally, roadway landscape architectureprojects are routinely discussed in detail with our roadway,drainage, and traffic engineers.

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DesignUsing information from the field review and other availablesources, Genesis Halff will develop a design theme andprepare conceptual design sketches for review with theCDD. Based upon CDD review and comments, Genesis Halffwill prepare a refined Concept Plan. The Genesis Halffteam will schedule a meeting with the Board for review andcomment of the refined Concept Plan, and to review adetailed project schedule.

Upon approval of the refined concept plan and schedule,Genesis Halff will proceed with the final design of theconstruction documents incorporating any CDD commentsreceived from the previous task into the final design. Thecompleted draft submittal package will be submitted to theCDD for review prior to submittal regulatory agencies.

Genesis Halff recommends additional periodic progressmeetings with clients throughout the design process at afrequency that meets client and project needs.

Community Coordination and InformationIn our experience, community meetings and coordinationwith residents and business owners can result in moreuseful and well-received projects. Genesis Halff staff is wellequipped and prepared to address public concerns, input,and education. Genesis Halff has many years of combinedexperience tailoring presentations to address concernsabout specific project needs in a public forum.

Genesis Halff can provide any level or form of assistancefrom a simple stakeholder meeting to hosting a publicinformation page on our website.

Bidding/ConstructionIf desired, Genesis Halff will prepare the constructiondocuments and technical specifications. Based on yourpreference, Genesis Halff can assist the CDD in assemblingthe “front end” construction documents including quantitytabulation, contract summary scope narrative, and otherdocuments. Genesis Halff is experienced with assemblingbid books, hosting pre-bid meetings, and providing supportto municipal purchasing departments.Once construction begins, Genesis Halff can provide Construction Engineering Inspection (CEI) services to monitor the site construction and validate that the project is being constructed in accor-dance with the approvedplans and specifications.

CertificationBased on the CEI inspection reports and as-built surveys,Genesis Halff will prepare the required regulatorycertifications.

Quality ControlGenesis Halff has a long-standing commitment to provideour clients with an exceptional “zero defect” work product.This goal is only achieved when applicable regulatorystandards are met while achieving your project needsand objectives. This commitment extends from writtencorrespondence to detailed construction plans andproject documentation. This Quality Control (QC) Planhas been prepared to assist everyone on the GenesisHalff team in achieving that commitment. The GenesisHalff QC Plan provides clear guidance for the executionof thorough work product reviews, documentation ofthe review process, and associated follow up. Morespecifically, the plan identifies responsibilities andaccountability for each review team by establishing aprocess whereby all calculations, documents, reports, andplans are independently checked and reviewed. The planis simple and straightforward; therefore, easily appliedto all projects with the overall objective to ensure clarity,completeness, consistency, and accuracy of all documentsand the constructibility of the project. The Genesis HalffQC Plan is based on the understanding that:

• Quality is achieved by the project team (led byan experienced Project Manager) being aware ofthe work requirements and performing each workfunction with the objective of “doing it right the firsttime.”

• Quality is controlled by adequate planning,coordination, supervision and technical direction;proper definition of job requirements andprocedures; and the involvement of experiencedprofessionals and technicians.

• Quality is verified by documentation of the checkingand reviewing of work activities by objectiveindividuals who are not directly responsible forperforming the initial work.

• Having a manager or designer perform qualityassurance functions that involve monitoring andclose review not only of the work itself, but also ofthe procedures used in performing the work assurequality.

• Quality is confirmed by an independent peer reviewby experienced professionals and technicians whoevaluate compliance with procedures and determinethe constructibility of the project.

• Quality is achieved by providing adequate time in theproject schedule to execute the plan.

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Genesis Halff maintains a copy of the complete manual (ex-cerpted above) on our internal website. Specific details of the QA/QC process such as timing, monitoring, and record keeping are established at the kick-off meeting.Our internal construction services staff also providesconstructibility review and it is not uncommon to sendplans out to a local contractor for a preliminary estimateand secondary constructibility review.

Interaction with Regulatory AgenciesOver its 31 years, Genesis Halff has establishedrelationships and familiarities with the regulatoryagencies that could have potential involvement with yourprojects. Our familiarity with the various staff, directors,applications, and procedures allows us to address many ofthe regulatory road bumps and actual design issues pro-actively and more responsively. Meetings to review specificcomments are routinely scheduled and conducted. Webelieve that through this interaction we have maintained a positive and professional relationship with all regulatory agencies we interact with.

Familiarity of CDD needsGenesis Halff, along with our team members, fullyunderstand that a strong and successful relationshipwith the CDD hinges on our commitment to acceptingand completing work assignments within the requiredtime frame and budget. We are very familiar withcontinuing services contracts and understand thatproject assignments may be listed within the CDD revenue records or on special assignments with stringent deadlines. Having provided many assignments associated with similarpublic continuing services contracts, we understand theimportance of having available staff to meet the needs ofthe CDD. Genesis Halff has evaluated our current projectworkload for the next 12 months and guarantees that ourkey staff will be immediately available to respond to CDDproject assignments. Although it is difficult to project staffavailability throughout the duration of a contract of thislength, Genesis Halff has the staff resources necessary tostand by our staffing commitment for the duration of thecontract. In other words, Genesis Halff will ensure staff isavailable to the CDD regardless of workloads at the timerequired.

QUALITY ASSURANCE/QUALITY CONTROL PROCESS

Underlying Principles

� Team roles and responsibilities

� Project phasing requirements

� Maintain operations � Criteria and standards

requirements

� Basis of study � Costs and schedule � Define accountabilities � Establish design

manual and modeling standards

� Monitor and follow up

PLAN1

Checking and Submittal Reviews

� Independent technical reviews (ITR) � Resolution of ITR comments � Constructability review

DO2

Proactive Reviews and Reporting

� Compliance documentation

� Milestones � Project audits

� Proactive monthly project reviews

� Progress reporting � Status updates

ACT3

Check

CorrectCheckAgain

Confirm

QUALITYCONTROL

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Our professional services support a wide variety of publicand private sector clients. As a professional services firm,it is our desire to provide services in a quality mannerthat are recognized as an asset to your project. Genesishas attained its current status through employing a welltrained professional staff and continually providing quality work product. Genesis prides itself in long-term repeat clients and recognizes that it is the mainstay of our firm’s longevity. The following provides a list of existing similar public continuing service contracts:

• City of Tampa• City of St. Pete Beach• Hernando County Board of Education• Green Pointe Communities, LLC• School Board of Pinellas County• City of Bonita Springs• FL Fish & Wildlife Conservation• Continuing Engineering Services, Leon County, FL• Leon County School Board• Districtwide Landscape Architecture, FDOT District 3• Walton County Tourist Development Council• City of Tallahassee Miscellaneous Engineering• Florida State University Continuing Engineering

Services• Florida Department of Environmental Protection• Florida Housing Finance Corporation Environmental

Services• City of New Port Richey Planning & Engineering• North Florida Water Management District• City of Tallahassee Water Utilities• Bay County Continuing Civil Engineering Services• Walton County Continuing Services• Okaloosa County Continuing Service Contract

Proposer LocationThe location for which the Genesis Halff task assignmentswill be completed is our convenient downtown Tampaoffice, located at:

1000 N. Ashley Drive, Suite 900Tampa, Florida 33602(813) 620-4500

Key PersonnelBruce Kaschyk, AICP1000 North Ashley Drive, Suite 900Tampa, FL 33602(813) 620-4500 Ext. 5161Michael Osipov, PE, [email protected](813) 620-4500 Ext. 5110

Maintaing Schedule and BudgetCosts are controlled through proper project management,appropriate planning, and QA/QC throughout the designprocess. The carpenter’s rule to “measure twice, cut once”is an appropriate analogy for control of design costs.Appropriate planning and evaluation at the beginning of,and during, the design process will eliminate the need forcostly revisions later. Appropriate communication withthe client throughout the project is essential to assurethe client’s needs are addressed. Meetings are held withthe client at the beginning of the design and throughoutthe design process. Progress plans at 30%, 60%, and90% (or another schedule as requested by the client) areprovided to the client for review and comment. Plans arereviewed by the Construction Services Manager during thepermitting process, which provides further assurance ofcost control.

This Genesis Halff project manager’s team recognizesthat municipal clients must often deliver projects withingbudget constraints. We will provide the highest levelof responsiveness and commitment to deliver projectassignments within the CDD’s budget. Frequently, GenesisHalff works with clients to assess opportunities forreducing costs. On multiple occasions, we have identifiedoptions, such as phased delivery, scope reduction, orlooked at opportunities for grants or cost sharing to reducecost.

Ability to Respond QuicklyOur team’s projected availability is such that we areavailable to commit the needed hours to complete anyupcoming task assignment. Our staff is finishing otherassignments and looks forward to providing long-termservices to the CDD Board of Directors.

Having served public clients for many years, the GenesisHalff team has many years of experience with managingmultiple assignments. We have developed an effectiveplan for ensuring that all work is kept on schedule. Thisplan includes regular, usually bi-weekly, meetings withthe client and key team members to monitor the progressof each project, identify critical elements that may affectthe schedule, and designate appropriate staff to addressthese elements quickly. At these meetings, resource needsare identified and addressed immediately. The successof our team’s approach to management of contracts isreflected in our ability to continue to secure this type workfrom a wide variety of clients within both state and localgovernment.

PSM

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Project Management PhilosophyAll project information is channeled through the ProjectManager, who acts as the single point of contact withthe client, so that effective communication is maintainedwith the client, consultants, and staff. A Project Engineer,Landscape Architect, or Planner is assigned to the projectwho is responsible for preparation of reports, plans andpermit applications. The Project Manager communicatesdirectly with these team members to convey the projectscope of services and client needs. Every project hasan Principal-in-Charge assigned to it to assure ade-quate staff is allocated to the project. Every project has a QA/QC professional to ensure redundant quality re-view and interdisciplinary

Project SchedulingA kickoff meeting is scheduled at the beginning of theproject with all team members. At the meeting, scope,budget, and schedule are discussed along with the keyelements of the project. Weekly production meetings areheld with all Project Managers to allocate the necessarystaff to work order assignments. Project tracking soft-ware enables the Project Manager to closely monitorproject progress and budget, and reallocate resources asnecessary to maintain schedule and quality. This processcontinues during the construction phase throughoutthe development of as-built drawings, contractor’s finalpayment, and project close out.

Personnel AssignedGenesis Halff has developed a reputation of providingdesigns that are functional, environmentally sensitive,easily maintainable, aesthetically pleasing, and withinbudget/schedule constraints, in large part due to thededication and enthusiasm of our professionals. Ourdiverse team includes the following key personnel:

Michael Osipov, PE, PSM, has more than 30 years ofengineering, planning, surveying and construction ex-perience to both private and public-sector clients for awide variety of projects. Project types include residential,commercial and industrial land development, major andminor roadway, military installations and airfields, portsand marinas, planning and feasibility studies, masterplanning, water distribution design, sanitary sewercollection design, WMD, ACOE and FDEP permitting,environmental assessment, preliminary and final platting,right of way mapping and public involvement.

Bruce Kaschyk, AICP, will serve as Principal-in-Charge. Mr.Kaschyk has 37 years of professional experience, includingproject oversight, project development, feasibility studies,master plan development, and regulatory negotiation.Mr. Kaschyk assisted the University of South Florida inpreparing their first 10-year Master Plan. He is also leadingthe master planning for Corbett Preparatory School of IDSHigh School to be constructed along US 41 in Pasco County.Mr. Kaschyk is an expert at consensus building to facilitatesuccessful negotiation of project approvals, along withextensive planning and public relations experience. He canassist with addressing public and neighborhood concernsand public presentations that may be required.

Martin Steffen, PLA, has been in active in landscape archi-tecture, site design, and land planning for over six years.His experience encompasses both private and public-sectorprojects. Projects have included community revitalizationand branding, design for residential subdivisions, urbanroadway enhancement, office/commercial site design, andresidential landscape design as well as due diligence foreminent domain cases.

Phillip Keyes, PE, has more than 30 years of experience incivil engineering with a focus in the fields of water,wastewater, and stormwater infrastructure projects. He hasserved as a Project Manager and Design Engineerassociated with facility planning, design, design reports,permitting applications, and construction oversightadministration of numerous utility and civil relatedprojects. He has also assisted clients in developingsuccessful funding, grant packages, and negotiations of in-ter local agreements. Between 2004 and 2012, Mr. Keyesstarted the consulting firm of NC2, LLC. Projectsinvolved design, project management, and QA/QC ofcapital improvement projects, including rehabilitation,replacement and expansion of water, wastewater, andstormwater collection transmission and pumping systemprojects.

Kyle Thornton, PE, has more than 20 years of experience in the Land Development and Transportation fields. He hasproject management, permitting, storm drainage design,road design, utility design, computer aided drafting/design,and construction inspection experience. Mr. Thornton hasbeen involved in the management, design, and permittingof numerous residential, commercial, roadway, and utilityprojects.

Jonathon Thornton, PE, has 5 years of experience in theland development field. He possesses the capabilitiesof permitting, storm drainage design, site grading, andcomputer aided drafting/design.

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Laura Duplain, PLA, has been in active in landscapearchitecture, site design, and land planning for more than10 years. Her responsibilities include landscape design,hardscape design, irrigation design, lighting design, andsite layout; in addition to creating presentation graphicsusing a combination of colored markers, Photoshop,and SketchUp. She has worked a wide range of projectsincluding residential communities, FDOT, streetscapes,parks, healthcare, and commercial developments.

Sherri French, PLA, ISA, has been involved in landscapearchitecture, site planning & design, constructionestimating, and construction supervision for 11 years.She has experience in public and private sector projectsincluding design, estimating, and supervising installation of landscape and irrigation for residential developments for single & multi-family housing, mixed use develop-ments, commercial/office spaces, municipal sites, and uni-versities. She also works extensively with FDOT on road-way landscape projects of varying scales and complexitiesthroughout District 3 and 7.

Joseph Maldonado, Sr., CGC, has more than 34 years of experience in design, construction, and permitting forcommercial and public work projects. Mr. Maldonado’sdiversified experience in buildings, roadway and utilitywork provides continuity for projects conductibility.

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5. NAME OF FIRM

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

ARCHITECT - ENGINEER QUALIFICATIONS

A. CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)

2. PUBLIC NOTICE DATE

B. ARCHITECT-ENGINEER POINT OF CONTACT

C. PROPOSED TEAM(Complete this section for the prime contractor and all key subcontractors.)

8. E-MAIL ADDRESS7. FAX NUMBER

(Check)

PRIM

E

J-V

PARTN

ERSU

BC

ON

-TRA

CTO

R

9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS CONTRACT

a.

b.

c.

d.

e.

f.

STANDARD FORM 330 (REV. 8/2016) PAGE 1

D. ORGANIZATIONAL CHART OF PROPOSED TEAM (Attached)

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

AUTHORIZED FOR LOCAL REPRODUCTION

Engineering Services for Stonebrier Community Development District

1/18/193. SOLICITATION OR PROJECT NUMBER

N/A

4. NAME AND TITLE

Contract Admin/Project Manager

Genesis Halff6. TELEPHONE NUMBER

(813) 620-4500 (813) 221-4980 [email protected]

Genesis Halff 1000 N. Ashley Dr., Suite 900Tampa, Florida 33602

Site/Civil Engineering, LandscapeArchitecture, Master Planning,Transportation Engineering

Genesis

Pinnacle

Flatwoods Consulting Group

SurvTech Solutions

Michael Osipov, PE, PSM

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STANDARD FORM 330 (REV. 8/2016) PAGE 1

ARCHITECT - ENGINEER QUALIFICATIONS PART II – GENERAL QUALIFICATIONS

(If a firm has branch offices, complete for each specific branch office seeking work)

1. Solicitation Number (If any):

2a. FIRM (OR BRANCH NAME

Genesis Halff, Inc.3. YEAR ESTABLISHED

2003 4. UNIQUE ENTITY IDENTIFIER

873171466

2b. STREET

1000 North Ashley Drive, Suite 900 5. OWNERSHIP

2c. CITY

Tampa

2d. STATE

FL 2e. ZIP

33602 5a. TYPE

LLC 6a. POINT OF CONTACT NAME AND TITLE

Bruce T. Kaschyk, AICP

Sr. Vice President

5b. SMALL BUSINESS STATUS

N/A

6b. TELEPHONE NUMBER

813-620-4500 6c. EMAIL ADDRESS

[email protected]

7. NAME OF FIRM (If block 2a is a branch office)

N/A

8a. FORMER FIRM NAME(S) (If any) 8b. YR. ESTABLISHED 8c. UNIQUE ENTITY IDENTIFIER

Genesis Group, LTD, Genesis Group, Inc. SE, Genesis Professional Services, Inc., Genesis Surveying, Inc.

1997, 1992, 1987, 1986

9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM’S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

a. Function Code

b. Disciplinec. No. of Employees

a. Profile Code

b. Experiencec. Revenue Index

Number (see below) (1) Firm (2) Branch

02 Admin 8 4 I04 Intelligent Transportation Systems 5 02 Admin - CE&I 5 H07 Highways, Streets, Airfield, Parking 5 08 CADD Technician 7 3 R04 Recreation Facilities 5 14 Computer Programmer 1 1 S13 Stormwater Handling & Facilities 5 15 Construction Inspector - CE&I 17 H11 Housing 5 12 Engineer - Graduate 5 2 T03 Traffic & Transportation Engineering 5 12 Engineer - Graduate - E.I.T. 6 S04 Sewage Collection, Treatment 4 12 Engineer - Graduate - E.I.T. - CE&I P05 Planning (Community, Regional) 3 12 Engineer - Professional 14 7 U02 Urban Renewals; Community Development 3 12 Engineer - Professional - CE&I 4 H10 Hotels; Motels 2 24 Environmental Scientist 1 E22 Expert Witness Services 2 29 GIS Specialist 2 2 E20 Environmental Permitting 2 39 Landscape Architect - Graduate 1 3 C10 Commercial Building (Low Rise) 2 39 Landscape Architect - Reg. 6 3 P06 Planning (Site, Installation & Project) 2

47 Planner - AICP 3 1 P12 Power Generation, Transmission,

Distribution 2

47 Planner - Urban 1 1 E02 Educational Facilities; Classrooms 1 48 Project Manager - GGI 1 7 E09 Environmental Impact Studies 1 48 Project Manager - CE&I 11 C11 Community Facilities 1

Intelligent Transportation Systems Manager 1

G04 Geographic Information System Services 1

W03 Water Supply; Treatment and Distrib L03 Landscape Architecture 1

Total 94 51 O01 Office Buildings 1 11. ANNUAL AVERAGE PROFESSIONAL SERVICES

REVENUE OF FIRM FOR LAST 3 YEARS (Insertrevenue index number shown at right)

PROFESSIONAL SERVICES REVENUE INDEX NUMBER

1. Less Than $100,0002. $100,000 to less than $250,0003. $250,000 to less than $500,0004. $500,000 to less than $1 million5. $1 million to less than $2 million

6. $2 million to less than $5 million7. $5 million to less than $10 million8. $10 million to less than $25 million9. $25 million to less than $50 million10. $50 million or greater

a. Federal Work 1

b. Non-Federal Work 7

c. Total Work 7

12. AUTHORIZED REPRESENTATIVEThe foregoing is a statement of facts

a. SIGNATURE: b. DATE:

1/24/19 c. NAME AND TITLE:

Bruce T. Kaschyk, AICP, Sr. Vice President

RFP 18/012

5

7

3

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DISTRICT ENGINEERMichael Osipov, PE, PSM

PRINCIPAL-IN-CHARGEBruce T. Kaschyk, AICP

PROJECT MANAGERMartin Steffen, PLA

Martin Steffen, PLASherri French, PLALaura Duplain, PLA

Michael Osipov, PE, PSMPhillip Keyes, PE

ROADWAY ENGINEERING

UTILITY DESIGNAND PERMITTING

Michael Osipov, PE, PSMKyle Thornton, PEJonathan Thornton, PE

CIVIL and STORMWATERENGINEERING

LANDSCAPE ARCHITECTURE

Michael Osipov, PE, PSMJonathan Thornton, PE

IRRIGATION

Sherri French, PLA, ISALaura Duplain, PLA

ABORIST SERVICES

Sherri French, PLA, ISA

CONSTRUCTION SERVICES

Joseph Maldonado, CGC

HARDSCAPE DESIGN

Martin Steffen, PLAKyle Thornton, PE

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AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330 (REV. 8/2016) PAGE 1

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Michael A. Osipov, PE, PSM

13. ROLE IN THIS CONTRACT

District Engineer 14. YEARS EXPERIENCE

a. TOTAL

35 b. WITH CURRENT FIRM

3

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

Bachelor of Science in Civil Engineering Master of Business Administration

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Professional Engineer – Florida – Civil Professional Surveyor & Mapper – Florida

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

ASCE, FES, ASHE and FSMS

a.

(1) TITLE AND LOCATION (City and State) City of St. Pete Beach Continuing Services St. Pete Beach, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Continuing services contract to include roadway, drainage and utility design services for multiple projects within the City. Environmental permitting and engineers’ estimates are also included. Design fee: $689,000. Design Engineer.

b.

(2) TITLE AND LOCATION (City and State) Alta Lakes Subdivision - Amenity Center Jacksonville, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

2018

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Site development plans for paving, grading, drainage, and water and sewer plans for master planned residential subdivision. Project included recreational and aquatic facilities with extensive landscape and hardscape components. Design fee: $82,000. Design Engineer

c.

2(1) TITLE AND LOCATION (City and State) 2017/2018 Street Improvement Project City of New Port Richey, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

2019

Continuing services contract to include roadway, drainage and utility design services for multiple projects within the City. Evaluation of existing pavement conditions, utility requirements and safety modifications. Preparation of contract plans, documents and specifications, construction estimates and bidding assistance. Design fee: $689,000. Design fee: $95,000. Design Engineer

d.

2(1) TITLE AND LOCATION (City and State) Tampa Commerce Center - Offsite Improvements & Platting Hillsborough County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018/2019 CONSTRUCTION (if applicable)

2019

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Design and permitting of left and right turn lanes, water and sewer extensions, and storm sewer improvements. Platting services, construction costs estimates, bid and performance bond preparation. Design fee: $55,000. Project Manager/Engineer.

e.

2(1) TITLE AND LOCATION (City and State) SR 15/US 17 Eminent Domain Services Volusia County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018/2019 CONSTRUCTION (if applicable)

N/A

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Assessment of property impacts due to proposed right of way takings. Considered drainage and utilities, environmental, jurisdictional, circulation and economic impacts. Developed “cures” to mitigate impacts of takings. Coordinated with property owners, permitting and other regulatory agencies. Design fee: $180,000. Project Engineer.

msteffen
Stamp
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AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330 (6/2004) PAGE 1

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Bruce T. Kaschyk, AICP

13. ROLE IN THIS CONTRACT

Principal-in-Charge 14. YEARS EXPERIENCE

a. TOTAL

32 b. WITH CURRENT FIRM

12

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

Bachelor of Arts – Urban Planning and Design University of Cincinnati, 1981

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

National American Institute of Certified Planners Florida Real Estate Broker

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

American Planning Association, International Council of Shopping Centers, Real Estate Investment Council, Congress for New Urbanism, Tampa Bay Builders Association, Urban Land Institute, National Association of Industrial and Office Properties, Westshore Business Alliance, Tampa Downtown Partnership

19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) Historic Park Street Business District Implementation Plan St. Petersburg, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2008 CONSTRUCTION (if applicable)

N/A

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Principal-in-Charge overseeing concept plans, public involvement, and liaison for business community and residents. Project improvements for a five city block area at Central Avenue between the Pinellas Trail Crossing and Park Street North.

b.

(1) TITLE AND LOCATION (City and State) Meres Crossing Special Area Plan (SAP) Tarpon Springs, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2009 CONSTRUCTION (if applicable)

N/A

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Lead Urban Designer and Principal-In-Charge responsible for preparing concept plans and public involvement for this mixed-use retail project located on 17 acres in Tarpon Springs.

c.

2(1) TITLE AND LOCATION (City and State) City of St. Pete Beach St. Pete Beach, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

N/A (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Principal-in-Charge providing various city-wide Landscape Architect and General Planning Services. Mr. Kaschyk previously assisted the City in updating its’ Land Development Codes.

d.

(1) TITLE AND LOCATION (City and State) Aruba Ringweg 3 Corridor Spatial Master Plan Aruba

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2015 CONSTRUCTION (if applicable)

N/A

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Client Manager and Lead Planner for the development and maintenance of the relationship with officials and representatives of the Aruba government. Responsible for preparing the project scope and assisting the project team with developing the spatial master plan, uses, and development guidelines.

e.

(1) TITLE AND LOCATION (City and State) Energy Industrial Park Hillsborough County, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

N/A (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Principal-in-Charge for the development of an alternative renewable energy production park and an adjoining research/corporate center with up to six million sq. ft. on a former 3,000 acre phosphate mine in eastern Hillsborough County.

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E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Martin Steffen

13. ROLE IN THIS CONTRACT

Landscape Architect 14. YEARS EXPERIENCE

a. TOTAL

6 b. WITH CURRENT FIRM

4

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

BLA Landscape Architecture, University of Kentucky

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Registered Landscape Architect, FL #LA6667386

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) SR 63 Median Landscape Improvements (FDOT District 3) Tallahassee, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2016 CONSTRUCTION (if applicable)

2017

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Designed, rendered, and prepared construction documents for medians to be added to SR 63/North Monroe Street in Downtown Tallahassee. Conducted extensive coordination with various utilities to meet City of Tallahassee irrigation standards while satisfying the needs of the client to create an aesthetically pleasing design.

b.

(1) TITLE AND LOCATION (City and State) Blindpass Road – Roadside Enhancement St. Pete Beach, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2016-17 CONSTRUCTION (if applicable)

Ongoing (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Designed and prepared construction documents of enhanced landscape features along Blindpass Road. Conducted extensive inventory and analyses to incorporate existing landscape seamlessly with enhanced features. Additional landscape opportunities were introduced through construction of additional curbing throughout the corridor.

c.

2(1) TITLE AND LOCATION (City and State) Downtown Landscaping Improvements New Port Richey, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2016 CONSTRUCTION (if applicable)

2017 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Designed, rendered, and created construction documents for landscape enhancements. Assisted in bidding process of enhanced landscape improvements throughout Downtown New Port Richey. Inventory and analysis was performed to preserve and relocate existing street trees in various locations throughout the City. Established a design theme to create a sense of place for the historic downtown district. Project elements included an edible garden, uniform streetscape, parking lot enhancements, and enhancements of existing raised planters.

d.

(1) TITLE AND LOCATION (City and State) City Wide Tree Planting Assessment St. Petersburg, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

N/A (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Created graphic renderings, preliminary cost estimates, attended public meetings, provide client coordination, conducted inventory and analysis, and aided in tree selection for 21 miles of roadway corridors for the City of St. Petersburg. Assisted in creating an extensive plant palette and planting criteria to aid in the City’s tree planting program to enhance the City’s Right-of-Way through extensive public and client coordination.

e.

(1) TITLE AND LOCATION (City and State) SR61/Kilarney Way Landscaping (FDOT District 3) Leon County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

2017 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Designed and prepared construction documents for existing medians along State Road 61 north of Downtown Tallahassee. Conducted extensive coordination with various utilities from Leon County and City of Tallahassee to resolve irrigation conflicts.

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E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Laura Duplain, PLA

13. ROLE IN THIS CONTRACT

Landscape Architect 14. YEARS EXPERIENCE

a. TOTAL

10 b. WITH CURRENT FIRM

6

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

Bachelor of Science - Landscape Architecture, Ohio State University, 2005

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Registered Landscape Architect, FL#6667408

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

City of Dunedin Architectural Review Committee Society for Marketing Professional Services (SMPS)

19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) St. Mark’s Trail Connection Wakulla County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2019 CONSTRUCTION (if applicable)

TBD

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

The newly built trail extends approximately 12 miles west of historical St. Mark’s Trail and provides a connection to Wakulla County High School. Our design provides additional shade along the trail mixing together large evergreen shade trees amongst trees with vibrant autumn colors. In key areas where the trail intersects with the roadway, plant material is utilized to visually caution trail users and motorists. Project involvement includes lead designer, preparation of construction documents and submittal packages.

b.

(1) TITLE AND LOCATION (City and State) Lazarillo Park Rain Garden St. Pete Beach, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

TBD (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Worked closely with the city to alleviate drainage issues along adjacent roadways through redirecting waterflow to a proposed rain garden. Project involvement included plant material research, creating an imagery board, and preparation of construction documents. The final design will utilize a combination of rocks and plant material in order to create a space that is not only functional but aesthetically pleasing to park users and neighboring houses.

c.

(1) TITLE AND LOCATION (City and State) Navarre Bayside Park and Tourist Center Santa Rosa County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

TBD

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Encompassing approximately 2 acres along the Santa Rosa Sound, the park will be reprogrammed with seating, kayak launch, 2 age appropriate play areas, interactive water play area, picnic shelters, trellis swings, new sidewalks, updated ADA access, multi-use space for festivals and farmer markets. Care was taken to preserve the Blackhawk Memorial, restroom facilities, tourist center while reusing brick pavers and the historic “welcome to Navarre Beach” sign. Designed enhanced landscape, accent lighting layout, and gateway sign, assisted with developing decorative pavement treatment and site furnishing selection.

d.

(1) TITLE AND LOCATION (City and State) Triple Creek Riverview, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

ONGOING (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Triple Creek is a 1,050-acre planned community with a mixed-use center. The master plan includes an extensive pedestrian trail will connect passive neighborhood parks, tot lots, open play fields, amenity centers, and environmentally protected natural corridors. Provided permitting plans, illustrative graphics, irrigation plans, and enhanced landscape design. Assisted with programming neighborhood parks, bidding documents, water use permitting, and construction observation.

e.

(1) TITLE AND LOCATION (City and State) SR 77 Bayside Bridge Streetscape Jackson County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

TBD (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Located along a 3 mile corridor between Bayside Bridge and CR 2300, our landscape enhancements begins with a gateway of Sabal and Washington palms and continues with large swaths of landscape plantings along the right-of-way with a natural arrangement of pine, magnolia, oak, flowering vitex, evergreen shrubs, and native grasses. Assisted with landscape design and managed the preparation of construction documents and submittal packages.

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E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Sherri French, PLA

13. ROLE IN THIS CONTRACT

Landscape Architect 14. YEARS EXPERIENCE

a. TOTAL

11 b. WITH CURRENT FIRM

3

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

MLA Landscape Architecture & Environmental Planning, USU BS Horticulture Residential Design/Build, BYU

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Registered Landscape Architect, FL #LA6667344 Registered Landscape Architect, ID #16806 Certified Arborist, FL-9297A

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

American Society of Landscape Architects (National and Local Chapters) International Society of Arboriculture (National and Local Chapters)

19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) Triple Creek Community Landscape Design Hillsborough County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

2018 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Assisted in designing, drafting, and creating notes and specifications for multi-million-dollar enhanced landscape and irrigation for this master planned community. Participated in bid phase services including answering RFI’s, evaluating bids and providing recommendations to client. Explored several options for pavement materials for community sidewalks and walking trails. Incorporated large trees and palms as appropriate to create a dramatic aesthetic. Designed unique site features at various locations to create a bold and unique appearance appropriate for viewing by vehicular and pedestrian traffic without interfering with the safety of the users.

b.

(1) TITLE AND LOCATION (City and State) The Reserve at Citrus Park Citrus Park, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

2017 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Provided conceptual design alternatives for subdivision common areas including entry features, automated security gate access, tot lot, monument sign and pillars, and associated landscape and irrigation. Provided graphic renderings and construction estimating. Created construction documents for all proposed enhanced landscape enhancements.

c.

2(1) TITLE AND LOCATION (City and State) Fowler and I-75 Landscape Improvements Hillsborough County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2016 CONSTRUCTION (if applicable)

2017 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Prepare construction documentation including extensive notes and details for landscape plans at this major interchange along the I-75 corridor. Landscape enhancements provided aesthetic appeal without compromising the safety of the travelling public. Incorporated large tiered retaining walls as appropriate within infields to facilitate planting on steepest slopes.

d.

(1) TITLE AND LOCATION (City and State) SR 281/Avalon Blvd. at SR8 (I-10) Landscaping FDOT District 3 Santa Rosa County, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

2019 (anticipated)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Prepared construction documentation for landscape improvements at major interchange. Ensured compliance with standard FDOT indexes. Aided in plant selection to ensure long term viability of plantings with no supplemental irrigation after initial establishment. Made design adjustments to ensure budgetary requirements were met without sacrificing aesthetics of the design.

e.

(1) TITLE AND LOCATION (City and State) New York Life Courtyard Enhancements Tampa, Florida

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

2019 (anticipated) (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Provided phased concept and construction plans for a revitalized social space at the New York Life’s corporate campus located in Tampa, Florida. The reinvigorated space was brought to life through the restoration and regrading of an existing pond, decorative hardscape materials, seat wall, site furniture, and an architectural shade structure as the focal point of the redesigned space.

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E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Phillip Keyes, P.E.

13. ROLE IN THIS CONTRACT

Utility Design Permitting

14. YEARS EXPERIENCE

a. TOTAL

30 b. WITH CURRENT FIRM

1.8 years

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

Bachelor of Science - Civil Engineering University of Kentucky

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Professional Engineer, FL

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

NASSCO PCP Certified, Water Environment Federation (WEF), National Society of Professional Engineers (NSPE) 19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) Sembler Pump Station Tallahassee, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project Engineer for the design of approximately 3,000 LF of approximately 18-inch force main and submersible master pump station that includes 3-105 HP pumps. The design provides for two pumps operating in parallel to provide a firm pumping capacity of approximately 3,000 GPM. Design fee: $152,974

b.

(1) TITLE AND LOCATION (City and State) N. Monroe Street Sewer and Watermain Replacement Tallahassee, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Provided QA/QC for the design of approximately 5,000 LF of 8-inch gravity sewer lines and approximately 11,000 LF of 6/12-inch potable water lines along North Monroe Street from Thomasville Road north to John Knox Road. Design fee: $149,764

c.

(1) TITLE AND LOCATION (City and State) Triple Creek Phase 4 Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project engineer for the design of approximately 2,200 LF of 6/8-inch force main and 35 HP/390 GPM duplex submersible pump station. Design fee: $226,358

d.

(1) TITLE AND LOCATION (City and State) Ridgewood Estates Pump Station Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project engineer for the design of approximately 3,300 LF of 4-inch force main and 10 HP/80 GPM duplex submersible pump station. The project also included the design of approximately 2,500 LF of Horizontal Directional Drill. Design fee: $208,000

e.

(1) TITLE AND LOCATION (City and State) Brooker Ridge Subdivision Pump Station Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project engineer for the design of approximately 3,200 LF of 4/6-inch force main and 11 HP/80 GPM duplex submersible pump station. The project also included the design of approximately 1,000 LF of Horizontal Directional Drill. Design fee: $197,150

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E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Joseph H. Maldonado, CGC

13. ROLE IN THIS CONTRACT

Construction Services Manager 14. YEARS EXPERIENCE

a. TOTAL

34 b. WITH CURRENT FIRM

7

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

St. Petersburg Junior College, Architectural/ Building Code Administration Pinellas Technical Educational Center (PTEC), Architectural and Civil Engineering

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Certified General Contractor CGC #031697 SBCCI Registered Building Inspector #1711 FDEP Stormwater Erosion Inspector #18517

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) Triple Creek Subdivision Phase One Riverview, FL

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Construction Manager for 383 and 122 single family lots, respectively. Conducted weekly job meetings, coordinated meetings with private and public utilities, reviewed construction schedule, shop drawings, pay requests; prepared supplemental sketches for field changes, review construction activities and prepared daily field reports. Supervised in-house inspectors. The above subdivision included construction for stormwater system, private and public utilities, building pads, construction for new roadway and existing roadway improvements and traffic striping and signage.

b.

(1) TITLE AND LOCATION (City and State) Ladera Subdivision Hillsborough County, FL

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Construction Manager for 2.8 miles of 10” dia. DIP for water main extension on Van Dyke Road. Review proposed design: pump station, wastewater, potable water and stormwater. Review dry utilities: electrical, telephone, cable conduit/equipment layout prior and during construction. This site had several environmental issues that were resolved in the field. Frontage road was constructed at night due to traffic congestion.

c.

2(1) TITLE AND LOCATION (City and State) Triple Creek Collector Road Section 1 Tampa, FL

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Construction Manager for construction plans and permitting for the Collector Road Section 1 segment of the Big Bend Road/Triple Creek Boulevard extension project. Project will extend Triple Creek Boulevard from the current terminus at the roundabout with Dorado Shores, northerly to an intersection with the extension of Big Bend Road to a terminus at a roundabout adjacent to the future Amenity Center project.

d.

(1) TITLE AND LOCATION (City and State) Reserve at Citrus Park Redesign 2 Tampa, FL

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Construction Manager for the complete redesign of the Reserve at Citrus Park, formally known as the Bennett Property subdivision to include revising any approvals previously obtained. Additionally, off-site requirements to Lake Sunset will be required, to include the reconfiguration of the intersection with Sheldon Road and the resurfacing of the existing pavement to maintain a minimum of 20 feet of asphalt and the addition of a sidewalk along Lake Sunset to the project entrance.

e.

(1) TITLE AND LOCATION (City and State) Deer Creek Asphalt Resurfacing Tampa, FL

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project Manager assisting in repaving and improvements to the existing roads in the Deer Creek community beginning at the gated entry and extending approximately 1 mile.

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AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330 (REV. 8/2016) PAGE 1

E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Jonathan Thornton, PE

13. ROLE IN THIS CONTRACT

Utility/Stormwater/Transportation 14. YEARS EXPERIENCE

a. TOTAL

5 b. WITH CURRENT FIRM

5

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

BS in Civil Engineering @ University of South Florida 2015

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Florida PE Civil EngineeringGeorgia PE Civil Engineering

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) Triple Creek Subdivision Riverview, FL

(2) YEAR COMPLETED PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

Ongoing (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Scope included master infrastructure design and permitting for a new access road, utility mains, and landscape buffers associated to be constructed by the master developer to cross an existing creek and provide connectivity to the new 200 lot Phase 2 area being designed and permitted by Genesis under separate contract with Mattamy Homes. Role: Stormwater & Utility design for a 1,000+ lot subdivision.

b.

(1) TITLE AND LOCATION (City and State) Reserve at Pradera Subdivision Riverview, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

Ongoing

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

This project phase is for design and permitting of the project as depicted on the Preliminary Site Plan approved by Hillsborough County in November 2013. This phase will include approximately 37+/- acres and 64 lots. Included within the scope is the extension of Pradera Reserve Boulevard as a two-lane collector road. This scope is intended to include a two-lane divided roadway section with a roundabout at the southernmost intersection. Role: Stormwater & Utility design for a 350+ lot subdivision

c.

2(1) TITLE AND LOCATION (City and State) Brandon Gateway Medical Plaza Brandon, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

2018 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

The client’s goal was to develop a medical office building (MOB) of approximately 60,000 SF on a parcel located at the northwestern quadrant of the Brandon Parkway and Lakewood Drive. Genesis prepared a conceptual stormwater management plan and calculations for the development based on the previously prepared conceptual layout. Upon final selection of a Conceptual Site Plan, Genesis prepared a geometrically controlled site layout on the final project survey for the proposed development in conformance with the local agency Land Development Code requirements. Genesis also provided landscape and irrigation design, permitting, and construction observation services for this project. Role: Stormwater, grading, & utility design for a 55,000-sf medical office building

d.

(1) TITLE AND LOCATION (City and State) Brooker Ridge Subdivision Brandon, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2018 CONSTRUCTION (if applicable)

2018 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Prepared preliminary plat for approval by Hillsborough County for the development of a 35.65-acre site with 129 single-family home sites. Prepared site development construction plans and obtained site development permits sufficient to allow commencement of site development for the 35.65-acre site, which has access to John Moore Road, with a 119 to 129 lot, single-family home subdivision. The project included a southbound left turn lane into the project site and a 2,400+/- LF, 12-inch force main extension south of the project on John Moore Road. Role: Stormwater & Utility design for a 110+ lot subdivision

e.

(1) TITLE AND LOCATION (City and State) 2nd Ave Mini Storage Jacksonville, FL

(2) YEAR COMPLETED

PROFESSIONAL SERVICES

2016 CONSTRUCTION (if applicable)

2017 (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Provide professional site design and site permitting services necessary to assist in the construction of a +/-100,000 sf, three-story self-storage facility on approximately 2.52 acres located at 1820 Kings Avenue in Jacksonville. Role: Stormwater, grading, & utility design for a 92,000-SF self storage building

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E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.)

12. NAME

Kyle L. Thornton, P.E.

13. ROLE IN THIS CONTRACT

Stormwater Design 14. YEARS EXPERIENCE

a. TOTAL

20 b. WITH CURRENT FIRM

15

15. FIRM NAME AND LOCATION (City and State)

Genesis Halff, Tampa, Florida

16. EDUCATION (DEGREE AND SPECIALIZATION)

Bachelor of Science - Civil Engineering University of South Florida, 1999

17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

Professional Engineer, FL: 60279

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.)

International Council of Shopping Centers, Tampa Bay Builders Association (TBBA) 19. RELEVANT PROJECTS

a.

(1) TITLE AND LOCATION (City and State) Triple Creek Community Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

Ongoing

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project Manager. Genesis was retained by Centex Homes to master plan, design, survey, and engineer the 1,050 acre site. Genesis has been the Engineer of Record (EOR) for all site development activities at the 1,000+/- acre, 2,000+lot community known as Triple Creek. This community located in southern Hillsborough County, Florida was also master planned by Genesis. As part of the first phase of this community Genesis provided Civil Engineering, Permitting, Irrigation Design and Construction Services associated with this 2+/- acre pool house and recreation area. Professional Service Fees: $1.5 million

b.

(1) TITLE AND LOCATION (City and State) Summerfield Boulevard Extension Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

TBD

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project Manager. Provided engineering services to include design, construction plans and permitting for 1,900 LF extension of Summerfield Blvd. to complete a missing link of the roadway from approximately the intersection of Smokethorn Drive and Summerfield Blvd. to Panther Trace Blvd. Includes modifications to existing adjacent stormwater system that was design and constructed by others and not previously adequately sized for the project.

c.

2(1) TITLE AND LOCATION (City and State) Triple Creek – District Engineer Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

Ongoing (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Community Development District - District Engineer. Provide miscellaneous District Engineer on demand consulting services for 2,000 lot; 1,000 acre mixed use community. Example services include evaluation of flooding issues on District property, consideration of additional landscaping and/or fencing to provide buffering between District property and adjacent land, oversight of District construction projects, oversight of District construction budgets, attendance at District public meetings, cost estimates, engineer's reports and assistance with bonding.

d.

(1) TITLE AND LOCATION (City and State) Reserve at Pradera Subdivision Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if applicable)

Ongoing

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project Manager. For the multi-phased design, engineering and permitting of a 182+/- acres, 350+ lot detached single family development in southern Hillsborough County. Project includes offsite roadway widening and a new divided collector roadway with two roundabouts traversing thru the development. Services also included Master Planning, Zoning, Amenity Theming, Enhanced Landscape Design, Surveying, Bidding Assistance and Construction Services.

e.

(1) TITLE AND LOCATION (City and State) Hillsborough County Veterans Park – Memorials Hillsborough County, Florida

(2) YEAR COMPLETED PROFESSIONAL SERVICES

2017 CONSTRUCTION (if applicable)

2017

(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm

Project Manager/Engineer. Genesis was requested by Hillsborough County to provide construction plans for two new phases of memorials at the Hillsborough County Veterans Memorial Park and Museum. The projected was multi-phased and included refining the conceptual design provided by the various committees established for each memorial. Memorials include Medal of Honor, Seminole Wars, Civil War, WWI, WWII, Korea, Vietnam, Gulf War, Iraq War, Afghanistan, POW/MIA and Purple Heart. Individual budgets were prepared for each memorial including value add and value engineering suggestions. As part of the plan development process, Genesis coordinated with various material providers, the Veteran’s Memorial committee, individual memorial sub committees and County personnel. Upon acceptance of the plans Genesis obtained permits and assisted with construction oversight. Drainage Permits were obtained from FDEP and Hillsborough County.

msteffen
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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

1 21. TITLE AND LOCATION (City and State)

Triple Creek Subdivision Hillsborough County, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

Ongoing CONSTRUCTION (if

applicable)

Ongoing

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

Green Pointe Communities, LLC b. POINT OF CONTACT NAME

Rick Harcrow c. POINT OF CONTACT TELEPHONE NUMBER

(904) 562-1358 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Genesis Halff was retained by Centex Homes to master plan, design, survey, and engineer the 1,050 acre site. Genesis has been the Engineer of Record (EOR) for all site development activities at the 1,000+/- acre, 2,000+lot community known as Triple Creek. This community located in southern Hillsborough County, Florida was also master planned by Genesis. As part of the first phase of this community Genesis provided Civil Engineering, Permitting, Irrigation Design and Construc-tion Services associated with this 2+/- acre pool house and recreation area.

Cost: $1,500,000 (Service Fees)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

2 21. TITLE AND LOCATION (City and State)

Downtown Landscape Improvements New Port Richey, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2017

CONSTRUCTION (if applicable)

2017

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

City of New Port Richey b. POINT OF CONTACT NAME

Robert Rivera c. POINT OF CONTACT TELEPHONE NUMBER

(727) 841-4536 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Genesis Halff is providing services to enhance existing landscaping in selected roadway medians and roadside areas located within the rights-of-way of Main Street, US 19 to Congress Street; Grand Boulevard, Delaware Avenue to Main Street; and parking lot frontage improvements. This assignment is to provide design services and construction document preparation for landscape plans depicting relocation of downtown street trees along Main Street and Grand Avenue, and replacement with appropriate species.

Cost: $300,000

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

3 21. TITLE AND LOCATION (City and State)

Stonebrier Hillsborough County, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2006

CONSTRUCTION (if applicable)

2006 23. PROJECT OWNER’S INFORMATION

a. PROJECT OWNER

Centex Homes b. POINT OF CONTACT NAME

Kerrin Laari c. POINT OF CONTACT TELEPHONE NUMBER

(813) 769-8800 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Genesis Halff Landscape Architects worked in partnership with private developers and county officials to integrate this new planned community within naturalized oak hammock and wetland areas.

The project also included surrounding off-site road improvements with enhanced landscape to beautify the roadway right-of-way and to create a signature project entrance. The design was created to provide for ease of maintenance.

Cost: $1,000,000+

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

4 21. TITLE AND LOCATION (City and State)

New Port Richey Street Program New Port Richey, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2015

CONSTRUCTION (if applicable)

Ongoing

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

City of New Port Richey b. POINT OF CONTACT NAME

Robert Rivera c. POINT OF CONTACT TELEPHONE NUMBER

(727) 841-4536 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Design cost effective road resurfacing and reconstruction plans for numerous streets in the City. Project includes finding creative means to fix minor drainage problems and roadway alignment problems without high cost right-of-way acquisition, surveying, or studies. Expansion to the 2015 Street Program to include Madison Street from Massachusetts Avenue to Cecelia Drive. Design cost effective road resurfacing and reconstruction plans for numerous streets in the City. Project includes finding creative means to fix minor drainage problems and roadway alignment problems without high cost right-of-way acquisition, surveying, or studies. Services to include preparation of plans, assessment plat, cost estimates, and public involvement for repair and reconstruction of City roadway.

Cost: $850,000/year

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

5 21. TITLE AND LOCATION (City and State)

New Port Richey Downtown Parking Study New Port Richey, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2015-2017

CONSTRUCTION (if applicable)

Awaiting Funding

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

City of New Port Richey b. POINT OF CONTACT NAME

Robert Rivera c. POINT OF CONTACT TELEPHONE NUMBER

(727) 841-4536 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

Genesis Halff recently completed both a Parking Utilization and Parking Implementation study for the City of New Port Richey. These studies will be used by City Staff and the City Commission to identify and prioritize capital improvement parking projects necessary to foster a vibrant downtown core. The utilization study included inventorying both public and private parking spaces within the downtown core as well as conducting physical daytime and weekend counts to deter-mine utilization. This report identified geographic areas that experience high utilization and served as the foundation for the Parking Implementation study which identifies a host of potential alternatives that may be implemented to addressparking demand both during daily commerce as well as special events.

Cost: $875,000 (OPCC)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

6 21. TITLE AND LOCATION (City and State)

St. Pete Beach – Hermosita Drive Drainage Improvements St. Pete Beach, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2017-2018

CONSTRUCTION (if applicable)

Awaiting Funding

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

City of St. Pete Beach b. POINT OF CONTACT NAME

Brett Warner c. POINT OF CONTACT TELEPHONE NUMBER

(727) 363-9254 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) During wet weather events stormwater ponds along the curb lines and into the street of Hermosita Drive. This is due to low areas along the curb lines. The ponding within the low spots of the curbs do not provide for positive drainage to curb inlets that discharge to three existing outfalls. Therefore, the stormwater remains well after rain events until the water evaporates or infiltrates.

The scope of serviced included development of engineering plans and contract documents for drainage improvements within the project area. The design included Best Management Practices (BMP’s) to increase channelization of stormwater runoff to the three existing discharge outfalls. The ICPR modeling software was used to develop a model of the existing piping network and used for final proposed pipe/inlet sizing and regrade of the street. The design included approximately 590 LF of 18” RCP, 7 new curb inlets, 3,700 LF Miami curb, 6,180 SY of street/driveway reconstruction. The opinion of probable construction cost (OPCC) was approximately $1,043,300. The City is awaiting funding to construct the project. An Environmental Resources Permit Exemption is expected to be obtained for the project from the Southwest Florida Water Management District (SWFWMD). The project design was completed on schedule and within budget.

Cost: $1,043,300

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

7 21. TITLE AND LOCATION (City and State)

Boca Ciega Drive Isle Drainage Improvements St. Pete Beach, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2017-2018

CONSTRUCTION (if applicable)

2018

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

City of St. Pete Beach b. POINT OF CONTACT NAME

Brett Warner c. POINT OF CONTACT TELEPHONE NUMBER

(727) 363-9254 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) During wet weather events stormwater ponds along the curb lines and into the street of the northeast end of Boca Ciega Isle Drive. This is due to low areas along the street and curb lines. The ponding within the low spots of the curbs do not provide for positive drainage to curb inlets that discharge to an existing outfall. Therefore, the stormwater remains well after rain events until the water evaporates or infiltrates.

The scope of services included development of engineering plans and contract documents for drainage improvements within the project area. The ICPR modeling software was used to develop a model of the existing piping network and used for final proposed pipe/inlet sizing and regrade of the street. The design included approximately 540 LF of 24” RCP, 8 new curb inlets, 1,050 LF concrete curb and gutter, 1,900 SY of street/driveway/sidewalk reconstruction, removal/replacement of sewer laterals, and removal/replacement of reclaimed water service lines. The opinion of probable construction cost (OPCC) was approximately $500,100. An Environmental Resources Permit Exemption was also obtained for the project from the Southwest Florida Water Management District (SWFWMD). The project was completed on schedule and within budget.

Cost: $500,100

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

8 21. TITLE AND LOCATION (City and State)

St. Pete Beach – City Hall Landscape St. Pete Beach, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2018

CONSTRUCTION (if applicable)

Awaiting Funding

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

City of St. Pete Beach b. POINT OF CONTACT NAME

Mark Clark c. POINT OF CONTACT TELEPHONE NUMBER

(727) 363-9243 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Genesis Halff has been working with the City of St. Pete Beach on the beautification of its public properties through enhanced landscape design and maintenance guidelines. Genesis is currently finalizing landscape design documents to renovate the existing landscape at City Hall. New landscaping will take advantage of existing site amenities such as mature trees and wetland plantings while removing overgrown or improperly maintained plant materials. Genesis Halff landscape architects and designers selected plant material that would provide seasonal and year-round interest creating focal points at key locations around the site such as main entrances, flag poles, existing signage, and monuments throughout the site. Hedging and additional tree canopy was provided to aid human comforts such as screening, noise mitigation, and shade for outdoor seating areas. Cost efficiency was considered by using existing or similar bed lines to reduce extensive irrigation modifications. Inorganic mulch and brick pavers were selected to reduce long term maintenance costs.

Size: .34 acres Cost: $48,000

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

9 21. TITLE AND LOCATION (City and State)

FWC – Three Lakes Viewing Platform/Floating Dock Kenansville, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2018-2019

CONSTRUCTION (if applicable)

Funded in FY20

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

Florida Fish and Wildlife Conservation Commission

b. POINT OF CONTACT NAME

Adrienne Ruhl c. POINT OF CONTACT TELEPHONE NUMBER

(850) 488-5520

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) The FWC commissioned Genesis Halff to provide civil engineering, structural engineering, geotechnical investigations, permitting and construction administration services for planning and design of a viewing platform, boardwalk, ADA compliant access ramps, floating dock/gangway, sidewalks and kiosk located adjacent to the existing boat launch facilityon Lake Jackson in Kenansville, FL.

The scope of services included development of engineering plans and contract documents for approximately 105 FT x 6 FTwide boardwalk/access ramps, 280 SF covered viewing platform, 480 SF sidewalks, 40 FT x 8 FT wide aluminum floatingdock, 35FT x 5FT wide aluminum gangway, 20 FT x 18 FT kiosk facility, floating turbidity barrier, and silt fencing. Theopinion of probable construction cost (OPCC) is approximately $240,000. An Individual Permit Application was submittedand under review by FDEP. It is anticipated that the project will also be permitted under the Army Corps of Engineers(ACOE) General Permit. Funding for constructing the project will be available in July of 2019.

Cost: $240,000 (OPCC)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM’S QUALIFICATIONS FOR THIS CONTRACT

(Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.)

20. EXAMPLE PROJECT KEY NUMBER

10 21. TITLE AND LOCATION (City and State)

FDOT – District 7 Landscaping Continuing Services (I-75 Corridor) Hillsborough County, Florida

22. YEAR COMPLETED PROFESSIONAL SERVICES

2017

CONSTRUCTION (if applicable)

2018

23. PROJECT OWNER’S INFORMATION a. PROJECT OWNER

FDOT District 7 b. POINT OF CONTACT NAME

Michael Kidde c. POINT OF CONTACT TELEPHONE NUMBER

(813) 975-6130 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

The I-75 corridor is an integral part of the regional and state-wide transportation network, and as such, is viewed bymillions of residents and visitors each year. Recent, current, and planned improvements to the capacity of the system arewell underway. These improvements provide the opportunity to implement aesthetic landscape enhancements to thevarious segments and components of the system as well. Genesis Halff has a contract with FDOT District 7 to provide these aesthetic landscape improvements along the I-75 corridor within Hillsborough County. Project assignments under this contract have included design of the $2.2 million landscape improvements along the Fowler Avenue and College Avenue interchanges. Services provided for that project include:

• Prepare landscape and irrigation plans that will be designed to provide aesthetic appeal for the traveling publicand adjacent properties.

• Address the removal of nuisance/exotic species.• Incorporate retaining walls as appropriate within infields to accommodate and facilitate planting on steep slopes.• Conduct site visits to inventory, analyze, and assess current conditions and adjacencies; investigate opportunities

and constraints; document site features such as existing vegetation, overhead electric, drainage, lightingroadway signs, underground utilities, billboards, etc.

Size: 4.78 acres Cost: $2,200,000.00

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

a.

(1) FIRM NAME Genesis

(2) FIRM LOCATION (City and State) Tampa, Florida

(3) ROLE Prime

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STANDARD FORM 330 (REV. 8/2016) PAGE 5

G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

26. NAMES OF KEY PERSONNEL

(From Section E, Block 12)

27. ROLE IN THIS CONTRACT

(From Section E, Block 13)

28. EXAMPLE PROJECTS LISTED IN SECTION F(Fill in “Example Projects Key” section below before completing

table. Place “X” under project key number forparticipation in same or similar role.)

1 2 3 4 5 6 7 8 9 10Michael Osipov, PE, PSM District Engineer X X X X

Bruce Kaschyk, AICP Principal-in-Charge X X X X X X X X X X

Martin Steffen, PLA Project Manager X X X X X X

Laura Duplain, PLA Landscape Architect X X X X

Sherri French, PLA, ISA Landscape Architect X X X X X

Phillip Keyes, PE Utility Design andPermitting

X X X X

Joseph Maldonado Construction Services X X X

Jonathan Thornton, EI Utility, Stormwater, Transportation

X X X X

Kyle Thornton, PE Stormwater X X X

29. EXAMPLE PROJECTS KEY NO TITLE OF EXAMPLE PROJECT (FROM SECTION F) NO TITLE OF EXAMPLE PROJECT (FROM SECTION F)

1. Triple Creek Subdivision 6. St. Pete Beach – Hermosita Drive Drainage Improvements

2. Downtown New Port Richey Landscape Improvements 7. St. Pete Beach – Boca Ciega Drive Isle Drainage Improvements

3. Stonebrier 8. St. Pete Beach – City Hall Landscape

4. New Port Richey Street Program 9. FWC – Three Lakes Viewing Platform/Floating Dock

5. New Port Richey Parking Study 10. FDOT – District 7 Landscape

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RFP 18/012: Continuing Services - City of Pinellas Park

H. ADDITIONAL INFORMATION

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

I. AUTHORIZED REPRESENTATIVEThe foregoing is a statement of facts.

31. SIGNATURE 32. DATE

33. NAME AND TITLE

STANDARD FORM 330 (REV. 8/2016) PAGE 5 Bruce Kaschyk, AICP, Senior Vice President

Award Winning Projects:

Transportation & Mobility• Cascades Trail Segment 3 & FAMU Way Phase 1 (Leon

County, FL)

• Old Bainbridge/Pullen Road Roundabout (Leon County,FL)

• Lakeview Drive Flood Relief (Leon County, FL)

• Lafayette Street Flood Relief & Sidewalk Enhancements(Leon County, FL)

• Franklin Boulevard Flood Relief & SidewalkEnhancements (Leon County)

• I-10 Beautification (Leon County, FL)

• Gaines Street Revitalization - Complete Street Project(Leon County, FL)

• Orange Avenue Reconstruction (Leon County, FL)

• Bond Community Neighborhood Enhancements (LeonCounty, FL)

• Southern Transportation Plaza (Hillsborough County, FL)

Parks & Recreation• Cascades Park (Leon County, FL)

• Veterans Memorial Park (Hillsborough County, FL)

• Howard Gilman Memorial Park (St. Marys, GA)

• Korean War Memorial (Leon County, FL)

• Econfina Springs Complex (Bay & Washington Counties,FL)

Public & Civic Infrastructure• Substation BP14 Facilities (Leon County, FL)

• Dunedin Community Center (Pinellas County, FL)

Construction Engineering & Inspection• SR 85 (Eglin Parkway) (Okaloosa County, FL)

• SR 60/US 98 Intersection (Polk County, FL)

• SR 83 from US 98 to Choctawhatchee Bay Bridge(Walton County, FL)

• I-275 (Hillsborough County, FL)

• SR 30 (US 98) (Okaloosa & Walton Counties, FL)

• SR 54 (Pasco County, FL)

Land Development & Entitlements• Independence Park (Hillsborough County, FL)

• Infinitus Energy Park (Hillsborough County, FL)

• The Greens at Westchase (Hillsborough County, FL)

Community Design & Regional Planning• NW Hillsborough Master Plan (Hillsborough County, FL)

• Ft. Myers Downtown Master Plan (Lee County, FL)

1/24/2019

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