Amelia Walk
Community Development District

February  19, 2019

Amelia Walk Community Development District
475 West Town Place, Suite 114 St. Augustine, FL 32092 Phone: (904) 940-5850 * Fax: (904) 940-5899

February 12, 2019 Board of Supervisors
Amelia Walk Community Development District

The regular meeting of the Board of Supervisors of the Amelia Walk Community Development District is scheduled for Tuesday, February 19, 2019 at 2:00 p.m. at the Amelia Walk Amenity Center, 85287 Majestic Walk Circle, Fernandina Beach, Florida. Following is the advance agenda for this meeting:

Roll Call
Audience Comments
Organizational Matters
Consideration of Appointing Supervisors to Fill Seats 1 and 4
Oath of Office for Newly Appointed Supervisors
General Information for New Supervisors
Consideration of Resolution 2019-09, Designating Officers
Approval of the Minutes of the January 15, 2019 Meeting
Staff Reports
District Counsel
District Engineer
District Manager
Community Manager - Report
Supervisors’ Request and Audience Comments
Financial Reports
Balance Sheet & Income Statement
Assessment Receipts Schedule
Approval of Check Registers
Next Meeting Scheduled for March 19, 2019 at 2:00 p.m. at the Amelia Walk Amenity Center, 85287 Majestic Walk Circle, Fernandina Beach
Adjournment

The third order of business is organizational matters. Enclosed for your consideration are resumes received from residents interested in serving on the Board of Supervisors. Any new supervisors appointed will subscribe to an oath of office and the board can then consider restructuring the slate of officers with resolution 2019-09.

Enclosed under the fourth order of business is a copy of the minutes of the January 15, 2019 meeting for your review and approval.

Copies of the balance sheet and income statement and check register are enclosed for your review and approval.

The balance of the agenda is routine in nature. Staff will present their reports and any additional support material will be presented and discussed at the meeting. If you have any questions, please contact me.

Sincerely,

Daniel Laughlin
Daniel Laughlin District Manager

2

AGENDA

Amelia Walk
Community Development District
Agenda
Tuesday	Amelia Walk Amenity Center
February 19, 2019	85287 Majestic Walk Circle
2:00 p.m.	Fernandina Beach, FL 32034
Call In # 1-800-264-8432 Code 895984
www.ameliawalkcdd.com

Roll Call

Audience Comments

Organizational Matters
Consideration of Appointing Supervisors to Fill Seats 1 and 4

Oath of Office for Newly Appointed Supervisors

General Information for New Supervisors

Consideration of Resolution 2019-09, Designating Officers

Approval of the Minutes of the January 15, 2019 Meeting

Staff Reports
District Counsel

District Engineer

District Manager

Community Manager - Report

Supervisors’ Request and Audience Comments

Financial Reports
Balance Sheet & Income Statement

Assessment Receipts Schedule

Approval of Check Registers

Next Meeting Scheduled for March 19, 2019 at 2:00 p.m. at the Amelia Walk Amenity Center, 85287 Majestic Walk Circle, Fernandina Beach

Adjournment

THIRD ORDER OF BUSINESS

A.

From: Courtney Hogge chogge@gmsnf.com
Subject: Fwd: Amelia Walk CDD seat
Date: January 8, 2019 at 8:48 AM
To:

---------- Forwarded message ---------
From: Craig Brewis <captnh2o@comcast.net> Date: Thu, Nov 29, 2018, 4:53 PM
Subject: Amelia Walk CDD seat To: <dlaughlin@gmsnf.com>

Daniel, I would like the opportunity to be considered for the vacant seat. I am  happily married to my high school sweetheart and we have 2 grown children. I am also a 20 veteran of the United States Coast Guard retiring as a Chief Warrant Officer. After retiring from the USCG I worked at my Family's lending business in Maryland for 7 years, which I help grow 300%. While in MD, I served on my HOA board for the whole 7 years in every position. Upon moving to Amelia Walk  4    years ago, I became a Top Producing Realtor with Berkshire Hathaway. I work well with others and my goal is to assist the board in achieving mutual goals for the  good of the Community. Thank you for your consideration.

Craig Brewis Realtor
Retired Military

Berkshire Hathaway HomeServices Chaplin Williams Realty
904-891-6505

JOHN D MURPHY JR
85200 Champlain Drive, Fernandina Beach, Florida 32034 · 860-883-9936 johndailymurphyjr@gmail.com

Amelia Walk Community Development District, Board Member Consideration

HOME OWNER’S ASSOCIATION EXPERIENCE
JULY 1980 – MAY 2018
FARMINGTON WOODS, AVON, CONNECTICUT
Farmington Woods is gated condominium community encompassing over 1087 units. The community is governed by a Master Association Board and has a separate Tax District. The annual budget for the Master Association and Tax District is in the millions of dollars.
For many years my mother sold real estate in the community. While living in the community I was a member of several committees as well as active in the budgeting process.

PROFESSIONAL WORK EXPERIENCE
AUGUST 1, 2011 – APRIL 13, 2018
SENIOR SECURITY SPECIALIST, ESPN, BRISTOL, CONNECTICUT
Lead security officer working within the ESPN Global security command post. Responsible for successful outcomes concerning life safety and facility management at the ESPN Bristol, Connecticut campus. Responsible for responding to requests for service for ESPN employees and guests throughout the world. Coordination of security concerns for various “talent” while on the ESPN campus.
Management and monitoring of multiple technologies including: access control, video monitoring, fire alarm, and perimeter monitoring systems using advanced analytic control software. Coordinating activities with Human Resources concerning new hires “Rookie Camp”

JULY 1984 – DECEMBER 2010
DEPUTY POLICE CHIEF, TOWN OF EAST HARTF0RD, CONNECTICUT
Duties included overall responsibilities associated with the Management Services Bureau and Criminal Investigations Bureau. Executive level decision-making for all aspects of the police department, other than those exclusively under the control of the Chief of Police.

Extensive management and operational experience planning, budgeting, and successfully implementing various technologies including personal computers, mobile data communications systems, Wide Area Networks. Management of over $18,000,000 Operating & Capital budgets.

EDUCATION
MAY 1982
BATCHELOR OF SCIENCE, UNIVERSITY OF TAMPA, TAMPA, FLORIDA

From: Courtney Hogge chogge@gmsnf.com 
Subject: Fwd: Amelia Walk CDD Board Seats
Date: February 6, 2019 at 4:26 PM
To:
From: "Mary Massman" <schatzen1@comcast.net>
Subject: Amelia Walk CDD Board Seats Date: February 6, 2019 at 4>22>54 PM EST To: <chogge@gmsnf.com>
Cc: "Jennifer Erickson" <JErickson@evergreen-lm.com>

I am sending this email to express my interest in a seat on the Board for the Amelia Walk HOA. I’ve a=ached an old work resume . . . and I do mean old. It represents what I did during my working career through 2009.

In addiDon to what is reﬂected in my resume, I have been involved in my homeowners associaDon in Pennsylvania where I was and sDll am editor for their Newsle=er, even though I no longer reside there. A copy of the latest Newsle=er is a=ached. Generally the Commi=ees and the President send bullets to me and I fashion arDcles from them. I use Publisher and Adobe to create a pdf for publishing. I also do posters and miscellaneous brochures for them.

I helped Jennifer Erickson set up the violaDon le=ers for the Amelia Walk HOA and I serve as the Secretary on the Covenant Enforcement Commi=ee.

In my spare Dme, I enjoy playing duplicate bridge, doing crossword puzzles, supporDng the Jacksonville Icemen, watching the wildlife in the pond behind my house, tracking the similariDes in original Hallmark/ION/LifeDme/UP movies and counDng the number of Dmes parDcipants on Bachelor franchises say “amazing,” “for the right reasons,” or “I’m falling.”
If you have any quesDons, my current contact informaDon is below: Mary D. Massman
85153 MajesDc Walk Blvd.
Fernandina Beach, FL 32034
(904) 432-7658 (land line; texDng not available) schatzen1@comcast.net (preferred)
Or mdmassman@comcast.net

2019 January newsle…nal.pdf
MDM Resume Final.docx

MARY D. MASSMAN
277 Bala Court	Home (215) 628.0117
Lower Gwynedd, PA 19002	mdmassman@comcast.net
SUMMARY
Expert Health and Welfare benefits professional with outstanding track record in benefits design, communication, implementation and management. Proficient in self-funded healthcare, disability, flexible benefits and paid time-off benefits. Effective individual contributor or key team member.
PROFESSIONAL EXPERIENCE UNISYS CORPORATION, Blue Bell, PA
$5 billion provider of Information Technology services, software and technology.

Senior Consultant (Director U.S. Health and Welfare Benefits) 1995 - 2009
Other positions held:
Director Domestic Benefits Planning Manager Benefits Programs and Planning Personnel Staff Specialist
Issues and benefits appeals resolution
Evaluated and made recommendations for nearly 1,200 unique appeals on topics from medical benefits to pension service: 5% resolved without involving the appeals committee and 15% resolved in creative ways – all within the terms of the plans and the strict timeframes mandated by federal law.
Interacted effectively and sensitively with all levels in the organization – from the sanitation staff to the CEO, as well as with retirees and their families – to explain benefit programs, discuss benefit determinations and answer sensitive benefits questions.
Communications
Eliminated separate plan documents and Summary Plan Description booklets (SPDs) and standardized provisions across vendors by authoring a single SPD that also served as the Plan Document for 15 Health and Welfare benefit plans.
Saved more than $500,000 through electronic distribution of SPDs.
Developed annual enrollment materials for some 22,000 active and retired employees covered under 16 different benefit designs.
Composed communications within tight deadlines and strict confidentiality for special early retirement incentive programs, enhanced severance programs and benefit reductions.
Created benefits policies and procedures to guide Human Resource professionals, managers and vendors.
Presented annual benefits program recommendations to the CEO and senior executives for implementation the following year.
Delivered virtual training at least annually for 200 HR professionals across the U.S.
Design, implement and manage U.S. health and welfare benefits
Reduced projected health and welfare budget by $3 million or more from 2003 to 2009 to maintain flat costs in the face of high levels of medical inflation; accomplished this through favorable vendor arrangements, plan design changes and value-pricing contributions.
Achieved 17% enrollment in introductory year for high-deductible health plan options with health savings accounts.
Freed staff up to play a more strategic role by improving online self-service benefit resources through desktop access to personalized information.
Saved in excess of $5 million in the first year of assessing spousal surcharges for those with coverage available elsewhere.
Reduced the post-retirement benefit obligation by $11 million by taking advantage of the Medicare Part D federal subsidy.
Lowered costs, limited future increases and improved healthcare benefits for 4,500 retirees through fully-insured options replacing self-insured, non-subsidized medical/prescription plans.

PAGE TWO	MARY D. MASSMAN
Strategic research, analysis and recommendations
Reduced fringe rate from 19% to 12% for one business unit, allowing the company to compete more effectively in the marketplace.
Improved manageability of staffing levels and employee satisfaction for one business unit by replacing vacation/incidental absence programs with a pooled time off program.
Manage cross-functional teams on large, complex projects
Managed a staff of 40 local and remote administrators for the flexible benefits program, health and welfare benefits enrollment and defined benefit pension benefits.
Successfully led 10 internal core resources and more than 20 external third-party vendors in the outsourcing of all health and welfare and retirement benefits administration.
Simplified, standardized and developed consistent administration for the annual enrollment process, moving from paper-based to online elections.

EDUCATION

MBA, Management, Wayne State University, Detroit, MI (Beta Gamma Sigma Business Honorary)
BBA, Management, Saginaw Valley State University, Saginaw, MI (Summa cum laude)

CERTIFICATION 

Paralegal Certification, Penn State University, Abington, PA (business law, general law and legal issues for the elderly)

AWARDS 

13 achievement awards for excellence in performance in a variety of different projects ranging from the implementation of a flexible benefits program in record time to voluntary retirement programs that exceeded targeted staffing reductions

PROFESSIONAL RECOGNITION

Speaker at healthcare conferences sponsored by The Conference Board and Towers Perrin

TECHNOLOGY SKILLS 

Proficient: Microsoft Word, Microsoft Outlook Experienced: Microsoft Project, WordPerfect
Working knowledge: Microsoft Excel and Microsoft Access

Published by the Board of Directors

January 2019

N E W S L E T T E R

Trewellyn Farms Homeowners Association

Inside This Issue:
Gwynedd Hunt Needs You
Annual Meeting
Emma Smith Resigns from The Board
Welcome New Neighbors
Holiday Thanks
Grounds and Landscaping Committee Update
Architectural Committee Up- date
Website Committee Update
Township News
Dog License Reminder
Board of Directors
Property Manager

LOOKING BACK AT 2018; LOOKING AHEAD TO 2019
By President, Scott Smith
Happy New Year from the Board of Directors.
This is always a perfect time to look back and reflect on the previous year and anticipate the new year.
Looking back at 2018:
Despite challenging weather conditions and an aging infrastructure, a lot was accomplished in 2018 and thanks to your help, Gwynedd Hunt continues to look its best:
The three-year paving project was completed in the fall;
Several dead or dying trees were removed;
Several common area berms/beds were replanted or expanded;
Areas where drains and pipes had been issues were restored;
Sod was placed where trees were removed and not replaced;
All street lights and the four lights at the front entrance were re- placed with cost-saving LEDs; and
A new snow policy was implemented.
Looking ahead to 2019:
It’s hard to anticipate all that lies ahead, particularly in a community that has been in existence for nearly 35 years. Here are a few items already on the docket for the new year:
Areas of poor grass growth due to standing water and aging tree roots will be addressed (see page 4);
PECO will begin a tree-trimming project on Sumneytown Pike soon (see page 4);

Dates to Remember:
Wednesday, March 6, 2019 at 8 p.m.:
Open Board Meeting at Lower Gwynedd Township Building
Wednesday, April 24, 2019 at 8 p.m.:
Annual Meeting; at Old York Road Country Club; a social hour that includes a cash bar begins at 7 p.m.

Flue pipes throughout the development need painting (see page 5); and
Lower Gwynedd Township will begin its Sumneytown Pike widening project with the culvert over Willow Creek in the near future
(see page 6).
The Board looks forward to working with you to successfully face the challenges that lie ahead in 2019.
Annual Meeting:
The Annual Meeting is coming up! This is always a great event and gives you the chance to mingle with your neighbors, talk to Board members, hear Committee reports, listen to the scheduled special guest speaker, Kathleen Hunsicker, Chair of Lower Gwynedd Township Board of Super- visors, and vote for the three open Board seats. More on page 2.

Page 1	January 2019

Volunteers are needed as greeters and for vote tabulation. More on page 2.

GWYNEDD HUNT NEEDS YOU
By Nominating Committee: Steve Freeman and Bill Sutch

Are you:
Interested in the maintenance and enhancement of the Gwynedd Hunt communi- ty?
An engaged team player with energy and ideas, balanced with the ability to compromise as needed and support the Proper- ty Manager and Association officers?
Willing to serve as a hands-on officer and/or active member of the architectural, budget & finance, grounds & landscaping, hospitality, nominating, township liaison and/or website commit- tees?
Capable of conducting timely, unbiased and confidential re- views of homeowner requests or issues, being respectful of individual needs while applying established Association rules and regulations?

Able to meet one Wednesday evening each month (generally the first Wednesday)?
Ready to contribute content for the Association Newsletter? and
Helpful in putting on successful Association events?

If you answered “yes” to these questions, you could be a valuable addition to the Trewellyn
Farms Homeowners Association Board of Directors.
Three seats on the Board are up for election for a three-year term.
To apply for one of the open positions, send a brief resume to:
Trewellyn Farms Homeowners Association Nominating Committee c/o Wendy King
975 Easton Road, Suite 102

ANNUAL MEETING

Warrington, PA 18976

Or
send your resume via email to w.king@cpm975.com
Resume guidelines:
To be considered, your resume must be received no later than Monday, February 18, 2019.
In addition to the usual items provided in a resume, include:
How long you have beena Gwynedd Hunt resident;
How you think you can contrib- ute to the Board and the Gwynedd Hunt community; and
Your interests or hobbies. Resumes will be considered on a timely basis and interviews will take place at the end of February.

Nominees will appear on the ballot for the April Annual Meeting.

The Annual Meeting for the Trewellyn Farms Homeowners Association will take place at 8 p.m. on Wednesday, April 24, 2019.
Once again, the meeting will be held at the Old York Road Country Club, 801 Tennis Avenue, Ambler,
PA.
A social hour featuring hors
d’oeuvres and a cash bar will begin
at 7 p.m. It is hoped that attendees will use that time to mingle and get to know their neighbors.
During the meeting, the election will be held for three open posi- tions on the Board and annual re- ports will be given by the various Board committees.	

An invitation and RSVP to the meeting will be mailed late in March. It is important that you complete the RSVP if you plan to attend the Annual Meeting. This allows for the preparation of name tags, a sufficient amount of hors
d’oeuvres and comfortable seating arrangements.
It is sincerely hoped that you can attend the meeting, but just in case you are unable to attend, brief biographies of the candidates for the open Board positions and an absentee ballot for the Board of Directors election will be included in the mailing.	Volunteers needed:
The Board is looking for volunteers to help at the Annual Meeting as greeters and ballot counters.
If you can help out, contact a Board member.

	
Page 2		January 2019	

EMMA SMITH RESIGNS FROM THE BOARD

Emma Smith resigned after more than five terms of dedicated service on the Board of Directors. She asked that her departure not be followed with fanfare or platitudes of thanks, but her contributions and pres- ence in the community don’t allow for a silent parting.
Background:
Emma is a retired social studies teacher. Prior to moving to Gwynedd Hunt, she served for several years on the Board of her condominium in Connecticut.
Until recently, Emma worked with the Kennel Club of Philadelphia on the National Dog Show that is televised nationally by NBC each year on Thanksgiving Day.
Gwynedd Hunt service:
Emma is perhaps most recognized for her service on the Grounds and Landscaping Committee. Some of her most significant contributions on that Committee include the seasonal work done on the front entrance, Newsletter content and her diligent efforts on the recently planted trees to shelter residents on Nevin Lane from the noise and lights of the renovated Spring House Village Shopping Center.
In her role on the Hospitality Committee, Emma has greeted many new homeowners and has acclimat- ed them to the Gwynedd Hunt community.
Emma has also been involved on the Website Committee. In addition, she helped in the tedious annual task of updating the Residents’ Handbook,
assisted in the Annual Meeting preparations and played significant roles behind the scenes in many other activities for which she has never been given the credit she so justly deserves.

WELCOME NEW
NEIGHBORS
By Hospitality Committee: Kathleen Roeder
Please extend a warm welcome and friendly hello to these new residents:
104 Bridle: Harry Crane III and Holly Crane
144 Saddle: Louise Simons and Alison Ouimet
222 Nevin: Claes Holm
309 Bangor: Fred and Susan Singer
323 Bangor: Josephine Diaz

Always “early to bed, early to rise,” you may see Emma in the morning walking through Gwynedd Hunt. It wasn’t unusual for Emma to be approached by residents with issues during her walks. Now that she is no longer on the Board, please allow her to enjoy her walks without discussing Board matters. Please address your issues either to the Property Manager at the number listed on page 6 or to other Board members. Do, however, thank Emma for her service and dedica- tion in making Gwynedd Hunt such a beautiful commu- nity in which to live during the years she served on the Board.
Tough shoes to fill:
It is common practice for the Board to fill a vacancy created during an elected member’s term. Emma was in the middle of the first year of her sixth term when she resigned.
Bob Davis has agreed to fill the vacancy caused by Emma’s resignation and will take Emma’s place on the Grounds and Landscaping Committee for now.
Bob and his wife, Nancy, moved to Gwynedd Hunt in 2008. He graduated from Ohio Wesleyan University with a Bachelors in Business Administration. Bob
owned a manufacturer’s representatives business that marketed electronic products to large machinery builders. In addition to spending time with his children, grandchildren and great grandchildren, Bob enjoys golf, fishing and photography.
Kathleen Roeder will take over Emma’s duties on the Hospitality Committee.

HOLIDAY THANKS
Special thanks to Margaret Harkins, Emma Smith, Nyan Smith and Scott Smith for
decorating the front entrance and lamp posts for the holiday season. And thanks to Robert Zebrowski for helping Scott Smith remove the decorations after the holiday season.

Page 3	January 2019

GROUNDS AND LANDSCAPING COMMITTEE UPDATE
By Grounds and Landscaping Committee: Bob Davis, JoAnn Fagnan and Scott Smith

Fall cleanup:
The weather presented many challenges for fall clean- up this year and your patience has been appreciated. Wet, soggy grounds in particular have been an issue.
Note that contractors are allowed to blow leaves into the woods. They are not purposely blowing leaves into Willow Creek behind Bangor Lane; that is all Mother Nature.
Standing water and aging tree roots: Due to aging tree roots and the wet summer and fall, several areas throughout the development have expe- rienced issues with standing water and poor grass
growth. These areas continue to be monitored and will be addressed as necessary in the spring.
The Fox basin is under weekly surveillance to ensure proper drainage.
Tree activities on property:
About 125 trees throughout the community have been pruned or are in the process of being pruned. Some dead or declining fir trees and approximately 25 more ash trees are scheduled to be removed, as approved in the 2018 landscaping planning cycle.
Tree trimming off property:
PECO contracted with Davey Tree to remove several trees that are interfering with power lines. For Gwynedd Hunt residents, the removal starts at the front entrance on the inbound side and contin- ues the length of the community along Sumneytown Pike.
Tall trees will be trimmed or removed. The wood will be cut into lengths of 18 to 24 inches and stacked. All debris will be removed. No modification is planned for crabapples or underbrush.
PECO has explained the following benefits to Gwynedd Hunt residents: improved integrity of the power lines; reduced power outages; increased sun- shine for lower vegetation; and provided at no charge to the Association.
The project is expected to begin within the next two or three months.
Snow plowing and parking:
Thanks to those who followed the parking policy and removed cars from the common parking area during predicted snow accumulations.

A member of the Board, the Property Manager and Benge Land- scaping Inc. (Benge) are in constant contact with each other when winter
storms are predicted and as conditions change to determine when or if it is necessary to plow or salt the streets. Note, however, that maintenance of Welling- ton Drive is done by the Township.
Spotted Lanternfly (SLF):
Be on the alert for this invasive plant hopper. SLF eggs have been observed in Gwynedd Hunt.
The SLF is extremely destructive, feeding voracious- ly on many plants, including fruit trees, grapevines, hardwoods and ornamentals.
SLF uses a piercing-sucking mouthpart to tap into the host, causing weeping wounds and attracting other insects. When SLF feeds, it excretes a sugary water that encourages the growth of black, sooty mold that is harmless to people, but can further damage the host.
The lifecycle of the SLF is one year. In the fall, adults congregate in groups of up to 20 to lay eggs on hard surfaces such as trees, stones, decks, houses, outdoor equipment and patio furniture. Egg masses are about 1” long and look like putty when fresh, eventually appear- ing like cracked mud.
The eggs begin to hatch in May and go through four stages of development during which their appearance changes significantly.
The adult SLF is about 1” long and 1/2” wide at rest. The forewing is grey with black spots and the wing tips are reticulated black blocks outlined in grey. The hind wings have contrasting patches of red and black with a white band. The legs and head are black. The abdomen is yellow with broad black bands.
SLF’s favorite breeding ground is the Tree of Heav- en, which is found everywhere.
For information on the SLF and how to control them/management strategies, go to https:// extension.psu.edu/spotted-lanternfly-what-to-look-for.
Grounds and landscaping contract:
The grounds and landscaping contract is up for renew- al in December 2019. The Grounds and Landscaping Committee will put the contract out for bid and interview two or three companies, then make a rec- ommendation to the Board for approval by mid-2019.

Page 4	January 2019

ARCHITECTURAL COMMITTEE UPDATE
By Architectural Committee: Steve Freeman, Joel Mayor, Stu Struck and Bill Sutch

Painting and staining:
This year’s painting and staining cycle includes all of Almwch Place, Bala Court and Conway Circle.
The Association shares the costs of painting and staining with home- owners.
The charge to homeowners for 2019 is:

Homeowner share
of painting/staining costs:	
Interior Unit	$710	
End Unit	$1,115	
Curbs painted:
To increase visibility of the island at the front entrance, the curbs entering and exiting the roadway have been coated with reflective paint.
Water damage:
Some residents have reported issues stemming from original construction or previous mainte- nance repairs that have resulted in water damage due to:
Window and siding flashings
Roof overhang flashings
Flashings around fireplace chimneys
Flashings are a notorious source of leaks and proper sealing is impera- tive. It is recommended that you inspect areas around windows, low roof overhangs and fireplace chim- neys for signs of water damage. If you see signs of damage or believe you have issues, contact a reputable contractor. A list of contractors recommended by Gwynedd Hunt residents is provided on page 25 of the Residents’ Handbook.
Flue pipes:
During the inspections done in 2018, it was noted that the flue

pipes on homes in the community are in need of paint. This is not something that is included in any regular painting projects and is a responsibility that falls completely on each homeowner.
As a courtesy, the Board asked the painting contractor for the Association to inspect the flues and provide each homeowner with an individual proposal. There is no
obligation to use the Association’s painter for the project.
Fire extinguishers:
Non-rechargeable type fire extin- guishers, the kind commonly found in homes, have a shelf life of three to 12 years, depending on the model and manufacturer. The fine print on the label will be marked with the rating of the device in years.
To ensure the extinguisher will work when needed, it must:
be within rated age limits;
have the recommended charge as indicated on the pressure gauge; and
undergo periodic inspection for dents, corrosion and integrity of the safety pin.
Smoke alarms:
The U.S. Fire Administration recommends the maintenance tips shown below for home smoke alarms.
Smoke alarm powered by a nine- volt battery
Test the alarm monthly.
Replace the battery at least once every year.
Replace the entire smoke alarm every 10 years.
Smoke alarm powered by a 10- year lithium (or “long-life”) battery

Test the alarm monthly.
Since you cannot (and should not) replace the lithium battery, replace the entire smoke alarm according to the manufacturer's instructions.
Smoke alarm hardwired into your home's electrical system
Test the alarm monthly.
Replace the backup battery at least once every year.
Replace the entire smoke alarm every 10 years.
Approvals for exterior changes:
Remember, before you begin any new or replacement work on the exterior of your home, an Archi- tectural Request for Approval form must be completed, submitted to the Property Manager via US mail or through the gwynedd-hunt.com website and approved by the Architectural Committee.
An Architectural Request for Approval is also required for driveway work including:
Milling or removal of existing driveway top or base; and/or
New paving or repairs to existing paving.
The Architectural Request for Approval form can be found on the Gwynedd Hunt website (gwynedd- hunt.com) under “Residents’
Handbook,” then click on
“Architectural and Landscape Request for Approval.” You can complete the form online or print a blank form and complete it by hand. You can submit your request by mail or online. The form is also included in the Residents’ Hand- book, page 21.
Please allow at least 30 days for your request to be reviewed.

Page 5	January 2019

BOARD OF DIRECTORS
President:
Scott Smith	(215) 793-4665
Vice President:
Stu Struck	(215) 643-4428
Treasurer:
Frank Rivera	(215) 715-9388
Secretary:
Kathleen Roeder	(215) 620-4588
Architectural Committee:
Steve Freeman	(215) 675-2980
Joel Mayor	(215) 646-1980
Stu Struck	(215) 643-4428
Bill Sutch	(215) 646-1945
Budget/Finance Committee:
Frank Rivera	(215) 715-9388
Scott Smith	(215) 793-4665
Grounds/Landscaping Committee:
Bob Davis	(215) 646-4194
JoAnn Fagnan	(215) 628-2672
Scott Smith	(215) 793-4665
Hospitality Committee:
Kathleen Roeder	(215) 620-4588
Newsletter Editor:
Mary Massman	(904) 432-7658
Nominating Committee:
Steve Freeman	(215) 675-2980
Bill Sutch	(215) 646-1945
Township Liaison:
Scott Smith	(215) 793-4665
Website Committee:
Steve Freeman	(215) 675-2980
Frank Rivera	(215) 715-9388
Kathleen Roeder	(215) 620-4588

WEBSITE COMMITTEE UPDATE
By Website Committee: Steve Freeman, Frank Rivera and Kathleen Roeder

Enrollment for the Gwynedd Hunt web- site (gwynedd-hunt.com) continues to rise with 81% of all units enrolled.
The sections of the website available to anyone include:
About Us;
FAQ;
Our sponsors; and
Homes for Sale — a great spot for you or your realtor to advertise if you are selling (or renting) your Gwynedd Hunt home.
The Board encourages all residents to sign up for access to the secured infor- mation on the website. Instructions are in the back of the Residents’ Handbook.
The secured information includes:
TOWNSHIP NEWS
By Township Liaison, Scott Smith
Sumneytown Pike road widening:
Lower Gwynedd Township has received a grant from PennDOT to continue the project to widen Sumneytown Pike.
Work on expanding the culvert over Willow Creek will be the focus in 2019. Residents of Gwynedd Hunt may expect to see activity in the near future.
Property taxes:
There is no property tax rate increase for the Township for 2019.
Merck property:

Page 6	January 2019

PROPERTY MANAGER
Wendy King
Phone: (215) 343-1550
Fax:	(215) 491-5620
Continental Property Management, Inc.
Suite 102
975 Easton Road
Warrington, PA 18976

Gwynedd Mercy University purchased the Merck property located on Sumney- town Pike across from Gwyn Ayre.
DOG LICENSE REMINDER
Dogs three months of age or older must have a current Pennsylvania dog license. According to statutes, the li- cense must be renewed annually on or before January 1.
If you haven’t applied for your canine companion’s license yet, you can apply,

Board member contact information;
Resident Directory;
Prior Newsletters;

Message Board and Classifieds — like a limited-access Craigslist — advertise things you have for sale or services you or your family wish to provide within the communi-
ty, like babysitting, senior caregiving or dog walking;
Residents’ Handbook; and
Architectural and Landscap-
ing Request For Approval Forms and the capability to complete the forms and submit them electronically.
In addition, the Board uses the site to communicate with residents.

SHIP making waves:
The Spring House Innovation Park (SHIP) is moving along transforming old office and lab space into more modern office and labs at the beautiful former Rohm and Haas property off Norris- town Road.
Cross over the bridge: According to Lower Gwynedd Town- ship officials, the footbridge over Willow Creek (located behind Bangor Lane) will be opened for foot traffic as soon as the approach is completed on the Carriages at Lower Gwynedd side.

pay and print the license online at www.PADogLicemse.com. The tag is delivered by U.S. mail. Or you can ob- tain an application
form at the Lower Gwynedd Town- ship Building.

From: Michael & Carolyn Lewis 1953lewis@sbcglobal.net 
Subject: Fw: Interest in Open Position on the Amelia Walk CDD Board
Date: February 11, 2019 at 12:44 PM
To: chogge@gmsnf.com
Cc: Jennifer Erickson jerickson@evergreen-lm.com

----- Forwarded Message -----
From: Michael & Carolyn Lewis <1953lewis@sbcglobal.net>
To: Jennifer Erickson <jerickson@evergreen-lm.com>
Sent: Wednesday, January 30, 2019, 4:11:58 PM EST
Subject: Interest in Open Position on the Amelia Walk CDD Board

Hi Jennifer,
Just wanted to let you know that I am interested in serving on the Amelia Walk CDD Board.'" Please forward my "Letter of Interest" to the CDD Board, Mike Taylor.
Also attached is a recent resume' for review if needed. Thanks so much and have a great afternoon!

Mike Lewis 904-415-0994

Mike Lewis Resum…9.docx

Michael H. Lewis 85259 Champlain Drive
Fernandina Beach, FL 32034 Cell: 904-415-0994

Work Experience

Lewis DFM Technologies (Formerly Competitive Design Technologies)

Current – September 2000, President/Owner. Duties include creating and delivering customized, on-site and virtual, Product Design and Manufacturing-related training and consulting. Customers include NAVAIR, Red Viking, NASA, Ford Motor Company, Harris, Olympus, Z Microsystems, and more. I also deliver customized training for the Society of Manufacturing Engineers (since 1994), and work for ToolingU consulting in several areas in support of their online training courses.

Lockheed Martin Corporation

November 2015 – August 2017, Proposal Manager for Undersea Systems, supporting several DCS and USN FMS type and FFP and CPFF development and manufacturing cost proposals for the Taiwanese Navy, Canadian Navy, and Brazilian Navy Submarine programs (all now awarded).

November 2015 – March 2012, Program Manager, United Kingdom Tactical Tomahawk Weapon Control System (UK TTWCS), a USN FMS development and production CPFF & FFP program supporting the UK Royal Navy, with annual sales of $6-10M/year. Duties included managing development in the US, production in the UK at a major subcontractor, testing at US and UK sites, installation onto Astute Class Submarines in UK, program reviews, estimates/proposals, managing budgets, schedules, risks, EVM and ILS activities. Travel to the UK was required.

March 2012 - June 2008, Deputy Program Manager, Persistent Threat Detection System (PTDS), a major blimp/aerostat FFP production program for the US Army, that totaled >$1.5B in sales under 3 consecutive UCA’s during the time I was Deputy.
Duties included day-to-day responsibility for manufacturing activity, daily phone calls to Iraq and Afghanistan theater for support of deployed systems, along with proposals, risks, financials, schedules and EVM.  In 2010, I received LM’s NOVA Award (the highest award in the Corporation) as a member of the PTDS team.

March 2012 – September 2010, Program Manager, ROMEO Submarine Follow-On Technical Support (FOTS), a USN FMS CPFF program managing weapons systems maintenance of the Egyptian submarine fleet. Duties included managing a staff of CONUS and OCONUS (LM & Egyptian Nationals) submarine maintenance workers. Duties included all program requirements, hiring of personnel, salary decisions, proposals, budgets, schedules, contracts, risks, program finances, EVM and ILS . Annual sales were
$1-4M/year. Travel to Egypt was required.

March 2012 - August 2011, Akron, OH site Community Outreach lead. This part-time volunteer leadership position required coordinating LM activities and funding numerous city of Akron community charity agencies.

June 2008 – June 1998, Senior Project Engineer/Manager of Advanced Weapons Systems, and Responsible Engineer/Principal Investigator for Internal Research & Development (IRAD) of weapon systems development, design & manufacturing.

Other positions held: Manufacturing Sub-contract PM for Joint Strike Fighter, Instructor of Design and GD&T courses, Producibility Chairman, Sr. Designer, Manufacturing Engineer, Class A Journeyman Tool and Die Maker.

Degrees:

2007 Walsh University, MBA in Management
2003 Malone University, BA in Industrial Management
1993 The University of Akron, AS in Mechanical Engineering

Personal: Excellent health, no physical limitations, married. Hobbies include hiking, photography, home improvement projects, antique radio repair, antique boat repair, British sports car repair and genealogy.

Additional LM Project Management Experience:

2008-2007, Millennium Gun (MG) Fire Control System (FCS) development. Led a distributed, virtual IPT to develop and manufacture a gun FCS that integrated an Electro-Optic Director (EOD), a Gun Weapon System (GWS) and COMBATSS-21 CMS for the LM LCS platform.

2008-2007, Ammunition Lethality Improvement Development. Worked as an IPT lead to incorporate reactive material into an existing 35mm bullet to increase lethality against Rockets, Artillery and Mortars (RAM). This included development of warhead intercepts, penetration concepts, prediction of warhead detonation and manufacturing of reactive material penetrators.

2006-2004, Weapons System Explosives Safety Review Board (WSESRB) qualification for MG and 35mm AHEAD ammunition. Conducted and compiled safety-related tests that were presented to the USN’s WSESRB. This activity resulted in a Technical Achievement Award.

2004, Flight Deck Installation of MG- Developed a novel flight deck mounting concept resulting in a patent.

2004-2003, Low Radar Cross-section Cupola – Development of a hard shell protective cover for the MG that was shaped to make the gun invisible to radar. This activity resulted in a classified patent.

2002-2001, Fleet Battle Experiment-Juliet – A USN-sponsored war games event where MG was field-tested at sea. I was responsible for the integration and installation of the MG onto LM’s Sea SLICE, including creating a FCS. My responsibilities also included development and layout of the test plan, transportation of live ammunition from Switzerland, design of targets, development of firing scenarios, dynamic alignment of the gun at sea and personnel assignments at sea. Approximate value ~
$3M. This activity resulted in a Technical Achievement Award.

1999-1998, Joint Strike Fighter Manufacturing Project Manager – Led a Lockheed Martin IPT to produce the lower, aft fuselage section of the developmental JSF aircraft that contained the Tailhook assembly. The Tailhook was electron-beam welded and machined before final delivery to Skunk Works. Approximate value ~ Priceless ($3M). This activity resulted in a Technical Achievement Award and contributed to the selection of LM as the prime contractor of the largest military contract (domestic and foreign) in US Government history.

1999-1998, Joint Strike Fighter Subcontract Manufacturing Project Manager – Searched out local and eastern US metal manufacturing vendors and managed the build-to-print manufacturing work for over 100 different pieces of the developmental JSF aircraft for delivery to Skunk Works. Approximate value ~ $15M.

1997-1993, Manufacturing Project Engineer/Manager, managed production of NASA space flight hardware in support of the international space station, Combustion Module (CM).

From: Red Jentz jentzhw@gmail.com 
Subject: Amelia Walk CDD Board Open Seats
Date: February 10, 2019 at 7:32 PM
To: chogge@gmsnf.com, Jentz, Janice sew1n.jj@gmail.com
Courtney,
This is to submit my resume for consideration in filling two open board seats for the Amelia Walk CDD board. My experience in operations and procurement have taken me around the world. My recent experiences in Capital Project sourcing have given me the opportunity to work with teams of professionals that included corporate legal counsel, engineering and finance. My experience with non profit boards has given me insight into working alongside others with differing points of view and reaching agreements that were beneficial to all parties involved.

My wife and I take long walks through the community every day and have been fortunate to build relationships with many neighbors while watching the progress the developer and sales team are making in building out the rest of the development. We feel we have a vested interest in keeping Amelia Walk the kind of place that people are happy to visit and more importantly call home.

If you have any questions as to how my experiences can benefit the board, please don't hesitate to call me.

Best regards, Red Jentz
SpotOn - Red Jentz

Phone: (904) 903- 0455

Office Phone (904) 580-4571

My business and I support several charities. Most notable are two veterans charities: Zahara Veterans Network which supports women veterans. The founder is a Marine Captain. Operation Barnabas supports veterans and first responders and their families suffering from PTSD. Operation Barnabas was founded by a brother Recon Marine who is a plankowner in MARSOC. I count both Marines as my friends and as a brother and sister.

https://zvetnet.org/

About Operation Barnabas

Henry W Jentz Januar…9.docx

HENRY W. "RED" JENTZ II
www.linkedin.com/in/henry-jentz-red
(904) 903-0455	jentzhw@gmail.com
Global Strategic Sourcing professional looking for a challenge. Managed diverse teams and complex buys. Experience in startups, team building and organization design. Proven ability to negotiate with the highest levels of an organization. Lean Six Sigma Black Belt with proven ability to overcome commercial, engineering, regulatory and relationship issues to get the job done and exceed expectations.
Dynamic leader who aggressively faces challenges, delivers high-performance results and energizes others to do the same.
Chosen to lead procurement team for major projects for modernization of Indian JV. These included a new converting operation, saving 20% of the cost of capital equipment and a project to build a greenfield paper mill.
Led Investment Recovery functional rebuild, secured $4MM in external sales, created an additional
$10MM in value through sourcing of surplus assets and redeployment of existing assets. Effort was selected as one of the key success stories of 2009 and was the subject of a video presented at the September 2009 Officers meeting.
Changed organizational behaviors and norms, created a bridge between corporate and two divisions to ensure that capital projects were organized and completed with excellence while following best practices, engineering and commercial policies. This ensured vertical startups and achieving best in class lifecycle and operational targets. Overcame stiff resistance to change and a long history of rogue behavior.
Coached and led the eight member MRO Global Sourcing organization through startup of new sourcing process and e procurement tools. First of seven groups to complete certification.
Key role in product relaunch that secured $300 million 1st-year sales; developed 2 startup plans with key manufacturing sites.
Led team that negotiated complex buyout of Japanese-Chinese JV that saved $6MM; saved face for Chinese customs and income tax bureaus, supplier, their well connected Chinese partner and my employer.
Hand picked to lead construction qualification, completion and startup of $20 million plant in China within 4 months.
Results-driven strategist adept at identifying/seizing opportunities, bringing order from chaos and producing strong results.
Slashed costs 10% ($20 million) annually; devised purchasing strategy following in-depth industry/supplier analysis.
Saved $22 million on yearly supply costs; monitored chemical market trends and established preferred customer relationships.
Created innovative packaging design that saved $3 million annually; persuaded marketing to drop objections.
Astute problem solver able to guide diverse work groups through complex initiatives while meeting/exceeding quality targets.
Improved speed to market 60%; established design/development parameters for innovative new product.
Led efforts to optimize supply chain, key advisor on decisions to close plants or acquire new capacity through contracting or formation of JV’s. This effort saved ~$10MM.
Left a legacy of improved manufacturing efficiency and quality systems in my Chinese operation.

HENRY W. "RED" JENTZ II
www.linkedin.com/in/henry-jentz-red
(513) 543-0732	jentzhw@gmail.com

PROFESSIONAL EXPERIENCE
ProcureAbility Inc. Fernandina Beach, FL	April 2018 – Present
-Procurement consulting and staffing firm
Contract Sourcing Specialist
Performing procurement, strategic sourcing, supplier consolidation and Capex project management. Duties include tactical and strategic sourcing, relationship building, system design and implementation. Realized over $1.5MM in capital cost avoidance in first six months.

International Paper, Cincinnati, OH	2004 - 2016
~$20 billion international manufacturer of paper, packaging and wood products
Sourcing Manager – Capital, Contracted Services, Investment Recovery Manager, ’07-‘16
Corporate buyer for IP India, Shorewood Packaging, Foodservice Businesses and Mill Capital -led procurement efforts for multiple mills.
Saved at least 10% on capital equipment buys through fact based and scripted negotiations using best value and total cost of ownership as drivers to build consensus for purchasing decisions.
MRO Manager, ‘04-‘07
Led 8 member organization to procure $1.3 billion in goods and services.
Exceeded all scorecard goals (Financial, Operational, and People) for 2 straight years.

3V INC., Georgetown, SC	2003 - 2
~ $100 million manufacturer of specialty chemicals
Purchasing Manager
Directed $30 million purchasing budget and 2 direct reports. Negotiated real estate leases, packaging, IT, telecommunications and chemical contracts. Located 4 new suppliers in Asia with potential to save up to 5%.

THE PROCTER & GAMBLE COMPANY, Cincinnati, OH	1990 - 2
~ $40 billion international manufacturer of home/family/beauty/health care, food and beverage products
New Business Development Senior Purchasing Manager, Cincinnati, OH, '00 - '03
Managed relations with 4 contract manufacturers/15+ key suppliers; oversaw $200 million  in annual procurement.
Led discussions with manufacturing base on all production plans, product quality, manufacturing efficiencies and quality insurance efforts for P&G.

Coached and developed China Support Team; improved relationships via familiarity with Asian culture/language.
HENRY W. "RED" JENTZ II
www.linkedin.com/in/henry-jentz-red
(513) 543-0732	jentzhw@gmail.com
Aroma Chemicals and Naturals Senior Purchasing Manager, Cincinnati, OH, '99 - '00
Selected to turn around dysfunctional group and improve relationships with key suppliers.
China Contract Manufacturing Manager, Guangzhou, China, '96 - '99
Developed segment in China, managing all commercial/operational aspects; manufactured 50% of bar soap and 30% of dry laundry detergent for P&G China. Negotiated critical commercial agreements.
Led capital project to introduce new post-production equipment, saving 99.6% over estimated cost.
Introduced and enforced GMP and FDA standards to Beauty and Health Care startups.

Improved quality systems scores from -92 to +85 (scale of -100 to +100); led suppliers through rigorous QA training.
Leveraged solid business alliances to navigate material shortage/subsequent phase out; worked closely with R&D.
Beijing DLP Operations Manager, Beijing, China, '95 - '96
Implemented systems for quality, purchasing and customer service as startup director of $20 million operation.
Nurtured and developed key relationships with Beijing government bodies and improved alliances with JV partner.
Contract Manufacturing Manager, Cincinnati, OH, '92 - '95
Led numerous new product startups for North American contract manufacturers; worked closely with R&D.
Streamlined operating procedures, increasing line rate productions from 15 to 120 units per minute in 2 weeks.
Developed and led liquid flexible pouch idea to market, saving $3MM and increasing reach of program by 20X.

Avenel Perfume Team Manager, Avenel, NJ, '91 - '92 ~ Coast Team Manager, Staten Island, NY, '90
- '91
Improved operating efficiency of team from 30% to 60% in two months.
Transition Team Manager – Led Manufacturing and Quality teams through complete work system redesign.

UNITED STATES MARINE CORPS, Annapolis, MD, and Camp Lejeune, NC	1982 - 1
13th Company Officer ~ USNA Lightweight Crew Coach ~ Infantry and Reconnaissance Platoon Commander

EDUCATION
BS, US Naval Academy, Annapolis, MD
Lean Six Sigma Black Belt

Certificate, University of Tennessee Institute for Productivity through Quality (SPC Methods) 1991
HENRY W. "RED" JENTZ II
www.linkedin.com/in/henry-jentz-red
(513) 543-0732	jentzhw@gmail.com
Certified, International Paper Global Sourcing Process and use of E procurement tools
Available for international relocation ~ 4 years' experience living/working in China ~ 2 years’ experience in India

Benjamin Franklin Mathews
Certified Public Accountant-CFO-Auditor Jacksonville, FL 32256 benjaminfmathews@gmail.com
904-425-2667

Authorized to work in the US for any employer

Work Experience
CPA CONSULTANT-AUDITOR-TAX PREP
GEORGE R HENTSCHEL, CPA, PA - Jacksonville Beach, FL 2006 to Present
ADJUNCT PROFESSOR, ACCOUNTING
UNIVERSITY OF PHOENIX-On Line - Phoenix, AZ
May 2006 to September 2011
Teach online auditing course to graduate students.

AUDITOR
TEXAS ALCOHOLIC BEVERAGE COMMISSION
September 2005 to June 2006
Perform audits and inspections of restaurants and bars. Conduct training sessions for new license holders.
ADJUNCT PROFESSOR, ACCOUNTING
BROOKHAVEN COLLEGE, DCCCD
July 2003 to September 2005
Teach financial and managerial accounting - part-time.

CONTROLLER
STEELMAN HOMES
January 2004 to June 2005
Oversee all accounting and financial functions, including financial reporting, payroll taxes; manage banking relationships; oversee budgeting process; manages cash flow; evaluate internal controls for major Texas home builder.
REVENUE AGENT
INTERNAL REVENUE SERVICE
September 2002 to July 2003
Conduct audits of federal income tax returns.

CONTROLLER
DEVELOPMENT CONSULTANTS, INC
February 2002 to September 2002

Manage accounting department of 10 people. Responsible for all accounting and financial functions. Produce monthly financial statements for 70 properties in South Florida.
ADJUNCT PROFESSOR, ACCOUNTING
UNIVERSITY OF MIAMI - Miami, FL
January 1998 to August 2002
Teach financial and managerial accounting - part-time.

DIRECTOR OF FINANCE
ARTHUR MURRAY INTERNATIONAL, INC
January 1998 to February 2002
Franchisor of over 200 dance studios. Responsible for all accounting functions including taxes, financial statements and payroll.
CONTROLLER (CFO)
CALLENBERG ENGINEERING, INC
November 1994 to January 1998
Engineering firm providing services and equipment to the marine industry. Responsible for all accounting functions including taxes, billing, accounts receivable, inventory, financial statements, payroll and personnel matters. All performed on PC network using specialized accounting software and Windows 5.0. Use of Excel. Hands-on computer experience.

TEACHING EXPERIENCE
DeVry University Adjunct Professor Jones College

Education
Master of Accounting
Nova Southeastern University - Fort Lauderdale, FL

Graduate Certificate in Accounting
Florida International University - Miami, FL

B.S. in Accounting
University of Bridgeport - Bridgeport, CT

A.A.S. in Accounting
Westchester Community College - Valhalla, NY

Accounting Licenses
Certified Public Accountant (CPA)
Expires: December 2019 State: FL

Military Service
Branch: US ARMY
Service Country: United States Rank: SP4
July 1959 to July 1965 VIETNAM ERA VETERAN

Certifications
CPA
January 2015 to December 2017
CPA FLORIDA, CPA Texas, CPA maryland

Groups
Finance Office
Member of the American Legion Post 233, Palm Valley, Florida Member of Toastmasters International, Jacksonville, Florida
Additional Information
Certified Public Accountant-Florida-Texas-Maryland.

U.S. Army Veteran-served overseas and in the US.

Name:	Clarence D Boyce

Address:	85074 Majestic Walk Blvd
Fernandina Beach, FL 32034

Home Phone: (904)548-6040	Cell: (954) 398-1060

Employment History:

01/2008 - Present

AT&T, Jacksonville, FL USA
Sr. Specialist-Equipment Design Engineer

Initiate transport/infrastructure equipment additions within AT&T central offices and customer premises.

Manage external vendor's engineering/installation process as well as internal resources to meet service commitments.

Update equipment inventory systems to maintain accurate equipment records. Remove obsolete transport equipment and update associated depreciation databases.
Monitor, manage and update CFAS database to maintain accurate financial data to meet budget targets.

07/1997 - 12/2007

BellSouth Telecommunications, Inc., Fort Lauderdale, FL USA Circuit Capacity Manager - Equipment Planner

Monitor transport equipment fills (demand vs supply) and initiate growth jobs in TEOPS, establishing size and timing.

Project manage transport equipment jobs (Telephone Equipment Orders) with Turf Vendor, to resolve roadblocks and ensure timely installations.

Order fiber optic terminals for IOF/SMARTRings (OC3 thru OC192), build inventory, create carrier records and coordinate with project managers for ring turn-ups.

Build transport equipment inventories in TIRKS, using CCMEIU application. Build interoffice fiber trunk cables in TIRKS database.
Initiate equipment removal jobs, and update the depreciation database via Hardwire GUI. Track and manage transport equipment budget to meet YE budget targets.

01/1995 - 06/1997

BellSouth Telecommunications, Inc., Fort Lauderdale, FL USA Common System Capacity Manager

Creat and maintain Building Study Plans in AutoCAD to allocate floor space for equipment growth in Palm Beach County central offices.

Develop Office Profiles to assign floor space by specific equipment types for three year growth projections.

Perform physical central office asset verifications and update DCPR database.

Perform frame planning and forecasting of equipment termination requirements (MDF/FDF/DSX).

Education:

Inc. - Monmouth College, Long Branch, NJ USA

Master's of Science, Computer Science, 15 Hours Completed

Monmouth College, Long Branch, NJ USA

Bachelor's of Science, Computer Science

West Virginia Institute of Technology, Montgomery, WV USA

Associates of Science, Electrical Engineering

Professional Licenses, Accreditations, and Memberships:
IEEE

JEFFREY E. ROBINSON

85062 Williston Court	(770) 990-0957
Fernandina Beach, FL 32034	jeffrobinson2094@gmail.com

SUMMARY OF QUAILIFICATIONS

Highly effective senior-level enterprise server, storage, networking infrastructure solutions professional with extensive sales, pre-sales support, product marketing, customer support service, solution design and operational deployment experience relating to technology that meets the customer’s requirements and orchestrating marketing, sales and pre-support functions.

Demonstrated success managing difficult situations in customer accounts.

A proven management record of leading highly talented customer facing technical sales support teams.

Elected to the Town of Tolland Town Council. Non paying town council member where we made all decisions related to the town budget, infrastructure, public water, sewers, road reconstruction and new school projects.

With my professional career in the high tech industry sector I have experience and a proven record of managing large budgets in excess of 20 million in both operational and capital expenditures.

Personal

My wife Paula of 41 plus years and I both live in Amelia WALK. We have two adult children, a son and a daughter. Paula served as an HOA executive board member for a number of years at our previous residence in Woodstock GA.

Our son Brian graduated from the United States Naval Academy providing service to his country as a Lt. Commander in the Navy and now part of the Navy Reserve community. Brian presently is the Chief Security Officer at a large property management firm in New York City where he resides with his wife and visits us often as demanding schedules permit.

Our daughter Tracy graduated with honors from the University of Miami and is a senior manager at one of the largest European based grocery chains expanding their market in the United States.
Tracy resides in Alexandria VA and visits us often.

CAREER PROGRESSION

January 2016	Oracle, Fernandina Beach, FL | Atlanta, GA
Present	North American Sales – Business Development Representative – Enterprise Solutions
Develop and execute aggressive strategies and plans to successfully drive converged infrastructure and data protection storage solutions as the preferred customer choice.
July, 2005	Fujitsu America, Atlanta, GA
Present	North American Sales – Director, Enterprise Products – Pre-Sales Systems Engineering Storage Business Development Manager
Managing a subject matter expert pre-sales support team of fifteen geographically disperse staff. Responsible for both direct sales and channel pre-sales support.
January, 2004	McDATA [CNT acquired by McDATA, BROCADE acquired McDATA], Philadelphia, PA July, 2005	Strategic Account Manager
Strategic Account Manager for several highly visible major accounts, responsible for maintaining overall customer care and satisfaction.

January, 2002	Silver Storm Technologies [acquired by Qlogic], King of Prussia PA September, 2003	Director Sales Systems Engineering
Player/Coach of a technical Infiniband (IB) pre-sales support team, marketing to the major worldwide server and storage OEM’s and systems integrators.
June, 2001	INRANGE [acquired by CNT], Shelton, CT
December, 2001	Director Technical Resource Center and Technical Support
Responsible for implementing an operational SAN interoperability laboratory, hiring a Fiber Channel support team and managing over twenty geographically dispersed second level technical customer service and pre-sales support personnel supporting all ESCON, FICON, FC SAN directors, channel extension and DWDM products.
March, 2000	Hitachi Data System, Hartford, CT June, 2001	Storage Solutions Consultant
Responsibilities included all aspects of presales account management. October, 1999	SUMA Technologies, Hartford, CT
March, 2000	Vice President Enterprise Solutions
Provided enterprise solution architecture pre-sales support marketing for a startup venture of a new family of system management software products.
August 1978	Fujitsu America, [formerly Amdahl - 21 years]
September, 1999	Director of Technical Solutions Specialists [4 years, Hartford, CT]
Open System Business Development [2 years, Hartford, CT]
Advanced System Product Marketing Director [2 years, Sunnyvale, CA]
Canadian National Sales Support Manager [2 year International assignment in Canada]
Director Performance Evaluation Center [6 years, Sunnyvale, CA]
Project Leader/Benchmark Performance Specialist [5 years, Sunnyvale, CA]

June, 1976	Bell Telephone Laboratories, Piscataway, NJ August, 1978	Technical Associate – Systems admiinstration

EDUCATION
Rutgers University, CUNY Staten Island and San Jose State University	BS degree program. State University of New York at Morrisville		AS degree, 1976.

Jeffrey E. Robinson	(770) 990-0957	jeffrobinson2094@gmail.com
Page 2	February 2019

Mr. Dale Eric Beter, MS, PWS 85145 Majestic Walk Boulevard Fernandina Beach, Florida 32034 dale.e.beter@usace.army.mil
Tel: (904) 860-2664

OBJECTIVE

To apply my technical knowledge and management experience toward a higher level of leadership and responsibility in the U.S Army Corps of Engineers.

EXPERIENCE

Regulatory Program Manager (GS-0401-13), U.S. Army Corps of Engineers
(7 August 2016 – present, 40+ hrs/wk, $104,700/yr) Regulatory Division, Jacksonville District
701 San Marco Boulevard, Jacksonville, FL 32207-8175. Telephone: (904) 232-1361 Supervisor: Ms. Tori White. Telephone: (904) 232-1658. OK to contact.
Provide technical assistance to the Regulatory Division, including the Commonwealth of Puerto Rico and the U.S. Virgin Islands, to develop regulatory program initiatives to support the Regulatory mission.
Serve as the Division technical lead on several programmatic consultation efforts with the U.S. Fish and Wildlife Service and the National Marine Fisheries Service for the protection of threatened and endangered species and critical habitat, pursuant to Section 7, Endangered Species Act.
Lead and facilitate inter-agency meetings and an internal PDT to further identify and develop program efficiencies for the purpose of meeting responsibilities under the Endangered Species Act.
Serve as the Division subject matter expert with identifying the limits of jurisdictional waters in accordance with applicable statutes, guidance, 1987 Corps’ Wetland Delineation Manual and applicable Regional Supplement, under the authorities of Section 10, Rivers and Harbors Act, Section 404, Clean Water Act, and Section 103, Marine Protection Research and Sanctuaries Act.
Serve as Division lead for emergency permit authorization requests from South Atlantic Division in response to storms and other natural disasters.
Serve as Division technical lead on the Gulf of Mexico’s Federal Interagency Aquaculture Permitting Work Group and primary PM on programmatic permits to facilitate aquaculture activities in Territorial seas and Federal waters.
Manage the General Permitting program, through addressing the public interest, protecting threatened and endangered species, and promoting efficiencies through development of programmatic permits.
Coordinate within Federal and State Resource Agencies, other Corps Districts, and Civil Works to develop programmatic documents to address Endangered Species Act responsibilities and promote efficiencies.
Serve as Division technical lead for requesting restricted area and danger zone designation in coordination with South Atlantic Division and Headquarters.

Chief, South Permits Branch (Developmental Assignment), (GS-0401-14), U.S. Army Corps of Engineers
(12 September-31 December 2018, 40+ hrs/wk, $112,000/yr) Regulatory Division, Jacksonville District
701 San Marco Boulevard, Jacksonville, FL 32207-8175. Telephone: (904) 232-1659 Supervisor: Mr. Shawn Zinszer, Telephone: (904) 232-2255. OK to contact.
Provide oversight, consistency and direction to three Sections and staff within the Palm Beach gardens, Miami, and Antilles regulatory field offices.
Coordinate with Chiefs and Office of Counsel on identifying solutions to address controversial and complex regulatory projects within the South Permits Branch AOR.
1

Coordinate with fellow Branch Chiefs, Division Chief, Enforcement Chief, and Deputy Chief on issues facing the regulatory program, including complex and controversial projects, organizational consistency, budget, manpower, workload, efficiencies, OMB metrics, and organizational structure.
Participate in project review Board meetings with senior District leadership and provide briefings on significant, controversial projects, and well as those subject to (potential) litigation or under Congressional interest.
Certify funds for approving travel, vouchers, overtime, travel comp time, and equipment purchases for three field offices.
Assist field staff with matters of determining limits of Federal jurisdiction considering application of the 1987 wetland Delineation manual, Atlantic Gulf Coastal plain Supplement and related resources, as well as pertinent case law governing Federal jurisdiction (e.g., New Hope Power Company vs. U.S. Army Corps, 2010).
Provide significant regulatory action updates to senior leaders within the Districts.
Identify, coordinate, and approve training courses to facilitate meeting mission requirements.
Provide mentoring and team building training sessions for subordinate Chiefs.
Communicate District-level issues to subordinate Chiefs during weekly and sometimes impromptu meetings.
Capture lessons learned and convey matters of interest to all staff in the spirit of transparency and effective leadership.
Provide timely and appropriate award recognition for deserving staff in accordance with District and Army policy.

Regulatory Program Manager (Developmental Assignment) (GS-0401-13/14), U.S. Army Corps of Engineers
(25 Jan 2018 - 9 Jun 2018, 40+ hrs/wk, $104,700/yr) Operations and Regulatory, South Atlantic Division
60 Forsyth Street SW, Suite 9M15, Atlanta, GA 30303-8801. Telephone: (404) 562-5136
Supervisor: Mr. John Ferguson, Chief, Operations and Regulatory. Telephone: (404) 562-5111. OK to contact.
Coordinate with District Chiefs and HQ to identify and resolve regulatory issues having regional and/or national implications such as policy, mission implications, controversial projects, and budget execution.
Manage and allocate HQ appropriations in coordination with Operations and Regulatory Chief, District Chiefs, considering resources, burn rate, carryover, District needs, and program initiatives while targeting expenditure and obligation goals of 95% and 100%, respectively.
Routinely track budget execution, based on appropriations, expenditures and obligations (using 3011A reports), and projected carryover to ensure District operations.
Coordinate with RIT, Chief of Staff, and District Chiefs to ensure proper and professional response to all regulatory Congressional inquiries and public inquiries in a timely manner.
Lead, prepare, and facilitate monthly and semi-annual meetings between Regulatory Chiefs and Division, to formulate budget execution policy, District and regional staffing and resource needs, and identify and implement efficiencies to better execute the regulatory program.
Prepare FY20 budget based on Justification Sheets and G-tables in coordination with District Chiefs, to identify level 1, 2, and 3 funding requests.
Attend monthly HQ-MSC meetings and identify priorities for Division to address HQ initiatives and program taskers.
Present at the 2018 National Shore and Beach Preservation Association Annual Conference, Washington DC, on regulatory plans to address requirements to improve efficiencies under various Executive Orders, including Executive Order 13807
Coordinate with Planning (Civil Works) and Federal agencies to update regional programmatic biological opinions (e.g., SARBO) under Section 7, ESA, to improve efficiencies for Civil Works and regulatory projects.
Lead Division efforts to promote regulatory program efficiencies through identifying all Division and District efforts (i.e., JaxBO, EDGES, SLOPES, etc.) to address ESA, 106, and EFH responsibilities.
Assist the Appeals Officer with technical support on preparing memoranda to address merit determinations

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on administrative appeals requests.
Respond to all public inquiries in a timely manner ((within 24 hrs. of receipt).

Deputy Chief, Regulatory Division, (Developmental Assignment), (GS-0401-14), U.S. Army Corps of Engineers
(9 July 2017 – 14 October 2017, 40+ hrs/wk, $111,000/yr) Regulatory Division, Jacksonville District
701 San Marco Boulevard, Jacksonville, FL 32207-8175. Telephone: (904) 232-1361 Supervisor: Mr. Donnie Kinard. Telephone: (904) 232-2255. OK to contact.
Managed staff of six employees responsible for implementing Division level programs and initiatives, including enforcement and compliance, endangered species, navigation, jurisdiction, general permits, data and file management, ORM2, budget, and workforce management.
Assisted Division Chief with developing and implementing program initiatives to address the needs of the regulated public and improve internal efficiencies.
Managed Division level performance to ensure regulatory mission and performance metrics are met.
Briefed District Engineer at Project Review Board and update senior leadership on program initiatives, projects of interest, and issues warranting higher level attention via bi-weekly Significant Actions.
Assisted with managing funds to ensure budget execution to meet Division and District targets.
Identified issues and implement strategies to address Division level issues with Division and Branch Chiefs.
Developed programs and policies to assist the Division with addressing responsibilities with resource identification and protection as required by Federal law.
Assumed leadership over Division level efforts at the direction of the Division Chief.

Supervisory Biologist (Developmental Assignment) (GS-0401-13) U.S. Army Corps of Engineers
(6 March 2017 – 18 June 2017, 40+ hrs/wk, $98,000/yr)
Ft. Myers Permits Section, Regulatory Division, Jacksonville District
1520 Royal Palm Square Boulevard, Suite 310, Ft. Myers, Florida 33919-1036. Telephone: (239) 234-1975 Supervisor: Ms. Kelly Unger. Telephone: (904) 232-1676. OK to contact.
Managed an office of nine Project Managers and one Regulatory Program Assistant responsible for daily operations including workload management, outgoing document review, and establishing vision and policy for the office.
Reported to Branch Chief routinely on complex and sometimes controversial regulatory issues involving a variety of projects which impact aquatic resources.
Provided support and direction to Project Managers on endangered and threatened species consultation issues.
Provided direction and leadership to staff through resolving issues and regulatory concerns including mitigation, and protection of aquatic and tribal trust resources to ensure proper execution of the Regulatory mission.
Provided support to Branch through identifying staff training needs, personnel issues, recruitment, and performance recognition.
Provided direction for the team for improving efficiencies and productivity.
Reviewed decision documents and other regulatory correspondence for defensibility and compliance with applicable laws and regulations.
Supported team-building functions and professional growth through mentoring and training opportunities.
Encouraged proper execution of the regulatory program in part through adherence to meeting performance measures.

Supervisory Biologist (GS-0401-13), U.S. Army Corps of Engineers
(10 April 2011 – 6 August 2016, 40+ hrs/wk, $90,000/yr)
Wilmington Regulatory Field Office, Regulatory Division, Wilmington District,
69 Darlington Avenue, Wilmington, NC 28403-1343. Telephone: (910) 251-4631, BB: (910) 274-8132. Supervisor: Scott McLendon. Telephone: (910) 251-4952. OK to contact.
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Managed nine Project Managers, and two Regulatory Program Assistants.
Provided leadership and support to staff responsible for evaluating permit requests received from the general public, and local, state, and federal government agencies including the North Carolina Department of Transportation (NCDOT) and Division of Coastal Management (DCM) projects in southeastern NC.
Provided technical oversight to staff regarding jurisdiction, enforcement and compliance actions subject to Corps jurisdiction under authority of Section 404, Clean Water Act, and Section 10, Rivers and Harbors Act.
Managed staff and workload using ORM2 reports, and with attention to meeting performance metrics for individual and minor permit issuance, compliance and enforcement, and mitigation bank actions.
Mentored and lead efforts toward review of regionally and economically significant coastal projects subject to NEPA-EIS procedures.
Provided vision for team and support to Division with recommendations for improved efficiencies and productivity.
Reviewed decision documents and other regulatory correspondence for content, consistency and appropriateness.
Routinely provided feedback to Supervisor on Field Office issues including complex projects, manpower, personnel issues, and organizational structure.
Routinely communicated with State and local government officials on regulatory program, process improvements, and project application status.
Managed employee professional development through individual development plans, mentoring, and empowerment.
Inspired camaraderie and esprit de corps through regular team building activities and employee recognition.
Developed training plans in coordination with Division Chief and budget analyst.
Certified time and attendance records, travel orders, PR&Cs, and travel vouchers in CEFMS.
Provided timely and effective counseling including mid-year and annual performance evaluations, and award recommendations, under the Total Army Performance Evaluation System (TAPES).
Supported team-building functions and encourage metric achievement for all PMs.
Managed several government purchase card accounts as Billing Official.
Served as acting Division Chief, when appointed.
Attended District Project Review, Corporate Board, and Workforce meetings when requested.
Served as member of the SAD PDT for implementation of the Clean Water Rule.

Sr. Regulatory Program Advisor (GS-13), Asst. to the Secretary of the Army for Civil Works (ASA (CW))
(9 January – 6 July 2013, 40+ hrs/wk, $90,000/yr)
Assistant for Environment, Tribal and Regulatory Affairs, ASA (CW)
108 Army Pentagon, Rm. #3E431, Washington DC 20310-0108. Tel: (703) 693-3656, BB: (910) 274-8132
Supervisor: Chip Smith. Telephone: (703) 693-3655. OK to contact.
Provide recommendations to ASA (CW) staff on developing policy for managing key regulatory items, including the definition and documentation of waters of the U.S., and issues related to consultation under Section 7, Endangered Species Act.
Coordinate the preparation of briefings and Read Ahead documents for the ASA (CW) on regulatory matters of national importance, including proposed Agency policy and regulation changes.
Coordinate with Regulatory Community of Practice, Divisions, and Districts to finalize ASA (CW) responses to Congressional and public inquiries regarding regulatory affairs.
Provide input and feedback on policy making decisions affecting Regulatory and Civil Works.
Assist with addressing tribal issues associated with limelight, national regulatory and civil works projects.
Assist with providing comments on draft Agency proposals, and Executive Orders vetted trough the Office of Management and Budget.
Assist with review and revision of documents announcing proposed regulatory Rule changes affecting the definition of waters of the U.S., prior-converted cropland, and waste treatment system exclusions.
Brief ASA (CW) staff on Congressional Sub-Committee meetings regarding regulatory issues.
Assist the ASA (CW) on other duties to include providing background information and preparing
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presentations on regulatory matters.

Biologist/Project Manager (GS-0401-12), U. S. Army Corps of Engineers
(August 2004 to 9 April 2011, 40+ hrs/wk, $72,000/yr)
Panama City Permits Section, Regulatory Division, Jacksonville District
1002 West 23rd Street, Suite 350, Panama City, FL 32405. Telephone: (850) 763-0717 x57. Supervisor: Kevin O’Kane, Telephone: (850) 763-0717 x22
Evaluated and managed large and other complex development projects in northwest Florida, including residential, commercial, beach nourishment and airport projects for compliance with the Corps regulatory program under authority of Section 404, Clean Water Act, Section 10, Rivers and Harbors Act, Section 103, Marine Protection, Research, and Sanctuaries Act, and the National Environmental Policy Act.
Coordinated with resource agencies to address project concerns under auspices of the Endangered Species Act, Magnuson-Stevens Fisheries Conservation and Management Act, Marine Mammal Protection Act, Fish and Wildlife Coordination Act, and the National Historic Preservation Act.
Coordinated threatened and endangered species, fish and wildlife resource, and aquatic resource impacts issues with the U.S. Fish and Wildlife Service, National Marine Fisheries Service, and the Environmental Protection Agency in accordance with the Endangered Species Act, Marine Mammal Protection Act, and the Magnuson-Stevens Fisheries Conservation and Management Act.
Served as Inter-Agency Review Team Chair, responsible for processing of mitigation bank applications.
Independently delineated jurisdictional wetlands based on application of the 1987 Wetland Delineation Manual, Atlantic Gulf Coastal Plain Supplement, and per Rapanos Guidance.
Coordinated with internal agencies to address navigation, and enforcement and compliance issues.
Served as Section point of contact for mitigation-related issues/guidance.
Served as a Panel member on the Division’s Peer Award Panel.
Served as a Mentor in the Division’s Mentor program.
Assessed wetland function and value using the Unified Mitigation Assessment Method.
Served as Panama City Permits Section Chief, when requested.
Implement watershed protection principles to protect aquatic resources.
Served as the Florida Department of Transportation District III, representative for evaluating proposed transportation projects through the Efficient Transportation Decision Making process.
Served as Co-Chair of Mitigation Bank Review Team for the review of Panama City Section projects.

Supervisor/Developmental Assignment (GS-0401-13), U.S. Army Corps of Engineers
(1 April to 15 August 2010, 40+ hrs/wk, 72,000/yr)
Jacksonville Permits Section, Regulatory Division, Jacksonville District
701 San Marco Boulevard, Jacksonville, FL 32207-8175. Telephone: (904) 232-2502. Supervisor: Michiel E. Holley, Telephone: (904) 232-1659
Supervised staff of eight Regulatory Project Managers responsible for eight Counties in northeast Florida for applications subject to Corps jurisdiction under authority of Section 404, Clean Water Act, Section 10, Rivers and Harbors Act, Section 103, Marine Protection, Research, and Sanctuaries Act, and the National Environmental Policy Act.
Reviewed and assigned new applications and projects with attention to fair distribution of workload and professional development.
Managed staff and workload with attention to meeting SAD performance metrics and North Permits Branch Strategic Action Plan objectives.
Reviewed final decision documents and other correspondence for content, consistency and response to regulatory issues.
Provided recommendations to staff on regulatory issues and complex and controversial projects, including Mayport.
Identified and fostered individual and team-building skills through internal training workshops and provided individual development training plans with cost estimates.

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Provided training on 1987 Wetland Delineation Manual application, plant identification, and functional assessment methods.
Coordinated unauthorized activities with Enforcement and Compliance Section.
Coordinated review of projects eligible for authorization under the State Programmatic general permit with the Florida Department of Environmental Protection.
Approved time and attendance records, and travel orders, and certified travel vouchers.
Rewarded top performers with performance awards and written recognition.
Completed staff close-out/annual performance appraisals under NSPS and the Total Army Performance Evaluation System (TAPES).
Served as Acting Chief, North Permits Branch, when appointed.
Served as member of the Efficiency Project Development Team.
Served on peer review panel to evaluate Section process and file completion using Lean 6 Sigma concepts.
Worked with fellow Section Chiefs and Branch Chief to address budget, emergency permitting, staff, and general regulatory issues through weekly Branch Manager’s meetings.
Assisted Special Projects Branch and the Interagency Mitigation Bank Review Team with management of the Mitigation Bank in south Walton County.

Biologist/Project Manager (Team Leader) (GS-0401-12), U.S. Army Corps of Engineers
(April 1999 to August 2004, 40+ hrs/wk, $58,000/year)
Palm Beach Gardens Permits Section, Regulatory Division, Jacksonville District
4400 PGA Boulevard, Suite 500, Palm Beach Gardens, FL 33410. Telephone: (561) 472-3508.
Supervisor: Tori White, Telephone: (561) 309-2434
Managed a substantial workload of (over 100) standard permit applications, including large residential subdivisions, commercial and industrial developments, and coastal projects (i.e., beach nourishment activities, marinas), for compliance with the Clean Water Act, Rivers and Harbors Act, Ocean Dumping Act (Section 103), and the National Environmental Policy Act.
Managed complex and sometimes controversial projects including beach nourishment projects in Palm Beach, and Broward Counties, and regional general permits in Palm Beach County.
Managed two staff overseeing Section 404 activities in Palm Beach and Broward Counties.
Applied a watershed management approach to wetland impact evaluation and regulation.
Assessed wetlands and mitigation requirements using the Wetland Rapid Assessment Procedure, Wetland.
Assessment Technique for Environmental Review, and the Unified Mitigation Assessment Method.
Coordinated threatened and endangered species, fish and wildlife resource, and aquatic resource impacts issues with the U.S. Fish and Wildlife Service, National Marine Fisheries Service, and Environmental Protection Agency.
Trained staff on wetland jurisdictional determinations using the Corps’ 1987 Wetland Delineation Manual.
Coordinated with Palm Beach County officials to develop an ‘in lieu fee’ mitigation program to support environmentally sensitive land management and acquisition goals.
Performed compliance inspections and initiated enforcement actions to address unauthorized activities.
Assessed land features and environmental resources using ArcView® GIS.
Performed outreach to the general public on the Corps’ regulatory program.
Served as Acting Section Chief for the South Permits Section when requested.

Project Coordinator (ES-III), Sarasota County, Board of County Commissioners
(October 1997 to April 1999, 40+ hrs/wk, $31,000/year) Natural Resources Department, Resource Management Division
1301 Cattlemen Rd., Rm. 218, P.O. Box 8, Sarasota, FL 34230. Telephone: (941) 378-6142. Supervisor: Ron Van Fleet, Telephone: (941) 378-6142
Managed a staff of four scientists, including one hydrologist, one biologist, one environmental technician, and a student-aid, in support of the ecological and hydrological monitoring and data collection requirements for the consumptive-use permit to operate the T. Mabry Carlton, Jr. Reserve well-field serving the Sarasota area.
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Coordinated wetland monitoring and reporting activities to include plant species quantitative analysis, and hydrologic analysis through monitoring of surface and groundwater wells, and organic soils analysis.
Utilized ArcView® Geographic Information System (GIS), Geographic Positioning Systems (GPS), and statistical analysis software (SAS), to interpret wetland vegetation zones, and other environmental features.
Coordinated resource management efforts to include prescribed burns, habitat restoration, and protected species surveys, exotic vegetation removal programs, public outreach, and GPS/GIS mapping of land resources.
Assisted with T&E species management, relocation and permitting for county projects.
Employed a team of scientists and volunteers to execute a longleaf pine habitat restoration program at the T. Mabry Carlton, Jr. Reserve.

Environmental Specialist, Charlotte County, Board of County Commissioners (August 1995 to October 1997, 40+ hrs/wk, $27,000/year)
Planning and Zoning Division, Natural Resources Planning Section
18500 Murdock Circle, Port Charlotte, FL 33948. Telephone: (941) 743-1222.
Supervisor: Elliot Kampert, Telephone: (941) 743-1222
Prepared environmental surveys and wetland delineations for projects reviewed by the Natural Resources Planning Section.
Reviewed building permits for compliance with county wetland protection, landscaping and tree ordinances.
Developed and implemented a residential, site-specific Habitat Conservation Plan for the Florida scrub-jay.
Employed GPS and GIS technology to map land features, including wetlands, threatened and endangered species’ habitat, and loggerhead sea turtle nest locations.
Performed public outreach to include producing pamphlets and other environmental-educational media on County natural resource issues.

Ecologist, AMS Engineering and Environmental Inc.
(June to August 1995, 40+ hrs/wk, $22,000/year)
1205 Elizabeth St., Punta Gorda, FL 33950. Telephone: (941) 575-2500.
Supervisor: Nigel Morris, Telephone: (941) 575-2500
Prepared wetland monitoring reports for compliance with Water Management District permit conditions.
Prepared wetland mitigation plans and performed threatened and endangered species surveys on lands in south and central Florida.

EDUCATION

M.S., Coastal Zone Studies, University of West Florida, Pensacola, FL, May, 1994. Department of Ecology and Evolutionary Biology.
Emphasis on Florida’s coastal ecosystems, geography, and growth-management.
A.A., Okaloosa Walton Community College, Niceville, FL, August, 1991.
General Associates of Arts degree.
A.S., Avionic Systems Technology, Community College of the Air Force, Maxwell AFB, AL, July, 1990.
Technical degree with emphasis on infrared, laser and avionic sensor systems theory and application.
B.A., History, University of New Orleans, May, 1988. College of Liberal Arts, Department of History.
Emphasis on western civilization and foreign language with minor in engineering.

TRAINING

NC Stream Assessment Method Training, Wilmington, NC, February 2014.
NC Wetland Assessment Method Field Training, Goose Creek State Park, NC, October 2011.
ERDC Regulatory Refresh Workshop, Orlando, FL, September 2010.
Regulatory Leadership Development Seminar, Alexandria, VA, July 2010.

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Human Resources for Supervisors, Civilian Human Resources Training, Jacksonville, FL, February 2010.
Federal Appropriations Law, Graduate School, Jacksonville, FL December 2009.
Environmental Impact Assessment, Prospect Course #609, Huntsville, AL, June 2009.
The Longleaf Alliance and Forest Guild 2008 Annual Workshop, Sandestin, October 2008.
Native American Environmental/Cultural Resources Training, Prospect, Big Cypress, March 2008.
Wetland Development and Restoration, Prospect, Apalachicola, February 2008.
Leadership Education and Development (LEAD), Jacksonville, FL, December, 2006.
Conflict Management and Dispute Resolution, Prospect, Huntsville, AL, April, 2006.
Field Indicators of Hydric Soils, Natural Resources Conservation Service, Moncks Corner, SC, April, 2005.
Plant Communities of Northwest Florida, Natural Areas Training Academy, Milton, FL, May 2005.
Hydric Soils ID Workshop, FL Assoc. of Environmental Soil Scientists, Jacksonville, FL, 2003 & 2004.
Interagency Wetlands Identification and Delineation, Prospect Course IV, Ft. Collins, CO, June 2002.
Decision Making, Prospect Course IIB, Huntsville, AL, 2001.
Managing Multiple Projects and Objectives, Skillpath Seminars, Melbourne, FL, 2000.
Procedural Issues, Prospect Course IIA, Huntsville, AL, 1999.
Compliance and Enforcement, Prospect Course III, Huntsville, AL, 1999.
Planning, Organizing, Writing and Editing EISs and EAs, Prospect, Huntsville, AL, 1999.
Interagency Basic Prescribed Fire Training Course, DOF, Sarasota, FL, 1998.
Grasses, Rushes and Sedges Field ID, Dr. David Hall, Everglades City, FL, 1996.
Corps of Engineers Wetland Delineation and Certification Training Course, Pompano Beach, FL, 1993.
Air Force Leadership and Total Quality Management Schools, Hurlburt Field, FL, 1993.

PRESENTATIONS

Wetland Delineation Manual and Regional Supplement Workshop, Corps of Engineers, Wilmington District, June 2016.
Wetland Delineation Manual Regional Supplement Technical Points, Corps of Engineers, Jacksonville District Office, Jacksonville, FL, June 2010.
Unified Mitigation Assessment Method Overview and Application with Field Exercises, Gulf Coast Community College Campus, Panama City, FL, Aug 22-24 2009.
Corps Permitting Process for Evaluation of Transportation Projects, FDOT District III Utility Liaison Meeting, Chipley, FL, April 2005.
Interaction between the Endangered and Threatened Species Act and the Clean Water Act, Water Resources Conference, American Bar Association, Westin Diplomat Resort & Spa, Hollywood Florida, May 7, 2004.
A Quick Overview of the EPA/Corps Regulatory Authority over Waters of the United States and Exotic Plant Infestation in Southeast Florida Wetlands, Invasive Plants in Natural and Managed Systems (IPINAMS), Workshop, Ft. Lauderdale, FL, November 5, 2003.
Corps Regulatory Rules and Regulations, A Complete Environmental Resource Permit Application, and Avoidance and Minimization, U.S. Army Corps of Engineers, Jacksonville District, South Permits Branch, Wetlands Permitting Workshop, West Palm Beach, FL, June 2, 2003.
Hydric Soils and Applying the 1987 Wetland Delineation Manual, Florida Association of Environmental Professionals Treasure Coast Chapter Soils Workshop, West Palm Beach, FL, April 18, 2002.
What is a Wetland, Types of Corps Permits, and Compensatory Mitigation, Realtor’s Association of the Palm Beaches, Incorporated, West Palm Beach, FL, December 12, 2001.
Types of Permit, and A Complete Environmental Resource Permit Application and Drawing, U.S. Army Corps of Engineers, South Branch Marine Contractor’s Workshop, West Palm Beach, FL, Oct. 23, 2001.

TECHNICAL SKILLS

Proficient with Microsoft Windows applications including Word, Excel, Access, Outlook, and Powerpoint.
Proficient in use of Corps of Engineers Financial Management System (CEFMS).

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Proficient with ©ESRI ArcView software.
Proficient with Statistical Analysis software.

PROFESSIONAL CERTIFICATIONS

Professional Wetland Scientist, #00001436, Society of Wetland Scientists, since March 3, 2004.

AWARDS

Certificate of Appreciation, Contributions to Developing JaxBO, NMFS Regional Director, June 2018.
Performance Award for leadership as Acting Deputy Chief, Regulatory Division, August 2017.
Commander’s Coin, Excellence in Leadership as Acting Chief, Ft. Myers Permits Section, May 2017
One Star Letter, Coordination and Consultation Efforts on 2017 NWP District Regional Conditions, March 2017
Commander’s Certificate of Achievement for STEM/Outreach efforts, October 2015
Commander’s Certificate of Achievement for fostering esprit de corps with the Dredge Spoil Band, Oct. 2014.
Commander’s Certificate of Appreciation for work done at ‘Bring Your Child to Work Day’, April 2014
Commander’s Award for Civilian Service, Assistant Secretary of the Army for Civil Works, June 2013
Commander’s Coin, Assistant Secretary of the Army for Civil Works, June 2013
Performance Award for UMAM Training Workshop, August 2009.
South Atlantic Division Commander’s Coin from General Castro, 2003.
Incentive Award for supporting Regulatory outreach and public workshops, 2002.

Longleaf Alliance, Member.

PROFESSIONAL ORGANIZATIONS

Society of Wetland Scientists, Member.

SELF-CERTIFICATION STATEMENT

I certify that to the best of my knowledge and belief, all of the information, contained, herein, is true and correct and made in good faith, this 14th day of January 2019.

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D.

RESOLUTION 2019-09

A RESOLUTION OF THE BOARD OF SUPERVISORS OF AMELIA WALK COMMUNITY DEVELOPMENT DISTRICT DESIGNATING THE OFFICERS OF THE DISTRICT, AND PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, Amelia Walk Community Development District (the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Nassau County, Florida; and

WHEREAS, the Board of Supervisors of the District desires to designate the Officers of   the District.

NOW, THEREFORE, be it resolved by the Board of Supervisors of Amelia  Walk  Community Development District:

SECTION 1.	 	is appointed Chairman.

SECTION 2.	 	is appointed Vice Chairman.

SECTION 3.	 	is appointed Secretary and Treasurer.

 	 is appointed Assistant Secretary.

 	 is appointed Assistant Secretary.

 	 is appointed Assistant Secretary.

 	 is appointed Assistant Treasurer.

 	 is appointed Assistant Secretary.

SECTION 4.	This Resolution shall become effective immediately upon its adoption.

PASSED AND ADOPTED THIS 19TH DAY OF FEBRUARY, 2019.

ATTEST	AMELIA WALK COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairman/Vice Chairman

MINUTES

MINUTES OF MEETING
AMELIA WALK COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Amelia Walk Community Development District was held Tuesday, January 15, 2019 at 2:00 p.m. at the Amelia Walk Amenity Center, 85287 Majestic Walk Circle, Fernandina Beach, FL 32034.

Present and constituting a quorum were:

Mike Taylor	Chairman
Gregg Kern	Vice Chairman
Rose Bock	Supervisor

Also present were:
Daniel Laughlin	District Manager
Jennifer Erickson	Evergreen Lifestyles Management
Jason Walters	District Counsel (by phone)
Dan McCranie	District Engineer

FIRST ORDER OF BUSINESS	Roll Call
Mr. Laughlin called the meeting to order at 2:03 p.m.

SECOND ORDER OF BUSINESS	Audience Comments
There being none, the next item followed.

THIRD ORDER OF BUSINESS	Organizational Matters
Consideration of Appointing Supervisors to Fill Seats 1 and 4
Mr. Laughlin stated we’ve received two resumes so far so we haven’t received as many as we’ve been hoping for.
Mr. Taylor stated I’m going to defer to legal counsel to tell us what the next step would be to go forward from here.
Mr. Walters stated when vacancies are created, by Statute the way we fill those seats is by appointment. Appointment is a fancy word for a motion, a second and vote by the Board just like you would for any other matter that comes before the Board. It’s up to the remaining supervisors to appoint to fill the seat. These are both resident-elector seats so the qualifications for someone to sit in these seats are they have to be a registered voter residing within the District. We’ve had vacancies for several months and it sounds like we’ve gotten some interest.

January 15, 2019	Amelia Walk CDD

There’s no requirement, and we have a constituted board that is functioning, but obviously we could run into quorum issues and things like that if we continue with less than a full board so at this point it’s up the Board to appoint those seats and to do so there would just be a nomination and there would be a motion to appoint person ‘X’ and if that gains a second then the full board would vote on that appointment.
Mr. Taylor stated I believe through Evergreen Jen has sent me a list of two other prospective residents that have potentially shown an interest, so with that being known, is it something we as a board can review and follow up on those two other parties and then make a nomination at the next board meeting?
Mr. Walters responded yes that would be fine. It’s up to the Board whether you want to take action at today’s meeting or if you want to wait until the next meeting once you’ve had a chance to review all of the candidates and perhaps speak with them individually.
Mr. Taylor stated since we have the two people here today, Mr. Murphy and Mr.
Brewis, is it okay if we ask a few questions while they’re here? Mr. Walters responded yes that’s certainly appropriate.
Mr. Taylor stated I appreciate you guys coming and I know you’ve expressed an interest so we would like to give you a couple of minutes to address the Board and we will take it under advisement.
Mr. Craig Brewis stated I live on 85203 Majestic Walk and GreenPointe built my home. I’ve been here five years. I’m a realtor with Berkshire Hathaway and I’ve been doing that for a little over four years. I was in the Coast Guard for twenty years and when I got out of the Coast Guard in Maryland I was on my HOA board for a full seven years and served in all different capacities of the HOA board. I’m looking to serve some sort of capacity down here. I have a little bit of insight into what this is because I’m the one that sold River Glen to DR Horton.
Mr. Kern stated for what it’s worth, Craig and I have known each other from my past life so you have my support. Daniel, can you define the seats a little bit and what the terms are on the two seats?
Mr. Laughlin responded these are seats one and four and those seats would be held until
2022.
Mr. Taylor asked I assume for you, Mr. Brewis, that’s fine?

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January 15, 2019	Amelia Walk CDD

Mr. Brewis responded I’m not leaving the neighborhood, but more important I’m not leaving the County. I’ve found my piece of paradise.
Mr. Taylor stated we will go to you Mr. Murphy. I’ve had the pleasure of meeting you at a few board meetings in the past and we have your resume here in the package but for the public that’s here, do you want to address the Board?
Mr. John Murphy, 85200 Champlain Drive, stated my wife and I and my daughter, Kelly, closed May 31st and we’re thrilled to be here. We came from Connecticut. I’m a retired police chief. I managed an organization of 135 police officers with a $20 million budget. As part of that I was responsible for almost all of the budget, including Federal and State grant work. While we lived in Connecticut we lived in Farmington Woods in Avon, Connecticut, which is an extremely large community with 1,100 units. I was active on the board there and on the golf committee and house committee. My mother sold real estate in that same complex for many years as I was growing up so we’re very familiar with the development of that complex. I’m familiar with rules and regulations, policies and procedures and budgets. As a police officer I dealt many times with individuals that may not be happy with things that don’t go their way and have the ability to find common ground with people and I think that’s very important here. We have a lot of new developments going in and a lot of new folks moving in to our development. I’m sure issues will come up. I’ve attended many meetings and have seen how the Board has dealt with issues such as drainage and so forth and dealt with individuals who are very passionate about certain issues but were able to maintain their composure and effectively deal with that issue so that’s the kind of approach and attitude and philosophy that I would bring to the Board and look forward to serving on it.
Mr. Taylor stated thank you. With that being said, I would like to explore the other two inquiries and then come back before the Board in February and hopefully bring two residents we feel would best serve the community.
Oath of Office for Newly Appointed Supervisors
This item was tabled.
General Information for New Supervisors
This item was tabled.
Consideration of Resolution 2019-09, Designating Officers
This item was tabled.

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January 15, 2019	Amelia Walk CDD

FOURTH ORDER OF BUSINESS	Approval of the Minutes of the December
18, 2018 Meeting
There were no comments on the minutes.

On MOTION by Mr. Kern seconded by Mr. Taylor with all in favor the Minutes of the December 18, 2018 meeting were approved.

FIFTH ORDER OF BUSINESS	Staff Reports
District Counsel
There being none, the next item followed.
District Engineer – Ratification of Requisition Nos. 26-28 and Nos. 1-3
Mr. McCranie stated I have two requisitions that I gave to Daniel; number 29, which is for $439,488.72. It is a combination of pay request numbers three and four for Earthworks of Florida and it is roughly 73% of the overall bill because the 4A bonds are separate from the 4B bonds and it is for work up to last week. I have reviewed the site and okayed the amounts and we do have a lien release at the very end. Requisition number four is for the 4B bonds and it’s the remainder of the Earthworks bill, $184,782.93.
Mr. Laughlin stated we have requisitions 26 through 28 and numbers one through three that are in your book for ratification.
Mr. Taylor stated Earthworks requistion 26 is for $152,671 and that’s out of the 2018A Series bonds. I’m checking the pay application from Earthworks with what is currently due of
$47,000 so I’m trying to figure out the delta here.
Mr. McCranie stated below it is the breakdown from their invoices in percentages for the A and B bonds.
Mr. Taylor stated I’m good with that. The clarificaiton needed is we have $152,000 on the requisition form but we only have $47,000 on the pay app.
Mr. McCranie stated because there’s two attached to that requisition. There should be a combination of pay applications one and two.
Mr. Taylor stated we have requisition 27 for $12,950 for Lee Surveying and requisition 28 for Hopping Green, $851.

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January 15, 2019	Amelia Walk CDD

On MOTION by Mr. Taylor seconded by Ms. Bock with all in favor Requisition Nos. 26-28 were ratified.

Mr. McCranie stated requisition number one should be the second part of Earthworks. Mr. Taylor stated for $64,191.
Mr. McCranie stated number two is for McCranie and Associates for design services for design of phase five. That’s why it gets part of the phase 4B because 4B and 5 are one bond issuance.
Mr. Taylor stated just one clarification. Your invoice following requisition two, the engineering design doesn’t have a current percentage if I’m reading it right.
Mr. McCranie stated invoice 3427 will say prior and current and then they continue on until you get to the last one, which would show prior 100% for final development plans and 90% of engineering design as of 11/29/18.

On MOTION by Mr. Taylor seconded by Mr. Kern with all in favor Requisition Nos. 1-3 were ratified.

Mr. McCranie stated now we move to the request for the new requisitions, which would be requisitions 29 and 4. They are both a combination of the 4A versus 4B totals for pay applications number three and four for Earthworks. 4A bonds is requisition number 29 and 4B bonds is requisition number 4.

On MOTION by Mr. Taylor seconded by Mr. Kern with all in favor Requisition Nos. 29 and 4 were approved.

Mr. Kern stated can I make a request to make a requisition summary maybe in Excel form, that way we can see the requisition number, A and B split and it’s just a lot quicker and saves us from having to flip through all of support documents.
Mr. McCranie stated yes I already have one created for both 3 and 4A and then 4B/5 so I can do that. It will also help you understand where our budget is and how much money we have left.

5

January 15, 2019	Amelia Walk CDD

District Manager
Mr. Taylor asked have we got our website to where it’s compliant with ADA?
Mr. Laughlin responded I’ll check with them. All of the Districts have been doing them all at once so they’re going from one to the next.
Ms. Erickson stated I was on it today and it has changed over.
Community Manager - Report
Ms. Erickson stated the biggest thing is our landscape company changed over. Martex didn’t come out a whole lot over the last two weeks so I’m going to send Jason a list of the hours that they were visibly here. Trim All was here last week and brought 16 guys and did two days worth of full clean out. They are about halfway done to get us up to par. We are having some issues with irrigation. Zone 27 is on four different programs so we’re over watering where Martex hasn’t caught that. We may have to buy a secondary clock so I’ll propose that later but just a heads up.
Mr. Taylor asked do they have an as-built of the irrigation system?
Ms. Erickson responded I’m going to the County for a correct one. The papers that were given to me by Martex are hand-drawn.
Mr. Taylor asked and we have not processed any final pay out to them?
Ms. Erickson responded no. I believe the final count I got from Martex is $15,900. They owe us for flowers that were not replaced in the very back where we approved almost
$4,000 worth of flowers and they pulled it out without permission because they thought it was dead but it was just dormant. They were informed it would be reduced from the bill, along with any work they did not do. Last week they were here for about three hours but Trim All is here and they’ve already gotten a lot done.
We had an incident when I was out of town with a sewer back-up so JEA put signs up. I have not gotten to the bottom of that yet.
Mr. Bob Rosia, 85570 Berryessa, stated it was not pretty. Nodbody seems to know anything and it’s not good for home sales. I’ve been in construction all my life and I thought they pressurized lines for sewer and they’re telling me it’s just gravity-fed lines. If the gravity- fed line is clogged up already can you imagine what it’s going to be when you get some homes out there? I called three or four times and they wouldn’t give me the account or tell me where it was broke at. Somebody should be monitoring this.

6

January 15, 2019	Amelia Walk CDD

Mr. Taylor stated I have no knowledge of this break. Where did this occur?
Mr. Paul Geiger, 85493 Berryessa, stated I don’t know where exactly it occurred but at the intersection of Berryessa and Calumet on Sunday morning it was shooting up through the manhole cover for about two hours. I called JEA and nobody came out. It was flowing to all three drains. They finally got out there but this is the same area that was scoped back in September and they said they couldn’t find anything so I can’t figure out how it got blocked but it must have been. They were out there about two hours and put signs up. I went out and asked one guy and he said he didn’t know anything. I think someone from the Board needs to get a hold of JEA and find out what it was. It got into the lake. One of my neighbors said he saw some dead fish.
Mr. Taylor stated I’ll ask Dan to research this with JEA and the utility authorities.
Mr. McCranie stated it just doesn’t make sense that a gravity line would all the sudden do that. I’ll try to find out.
Mr. Taylor stated the new developments go through a formal process of inspections so we will get a report.
Mr. McCranie stated the whole system has already been supposedly opened up and turned over to JEA.
Mr. Geiger stated the residents thought there was something there because the water was going in to the drains and backing up but they went down and scoped it back in September or October and said they didn’t find anything.
Mr. Taylor stated we will get a report back to Evergreen so they can notify the residents.
Mr. Geiger stated I think that would be good because some people can smell it when you turn your water on.
Mr. Taylor asked both of you called JEA? Mr. Rosia stated I called them after the fact.
Mr. Geiger stated I called them the morning I saw it happen.
Mr. Taylor stated and that’s the proper protocol. We will get a report on that.
Mr. Kern stated in between meetings feel free to notify Dan or anyone else that can notify the Board so we can participate.

7

January 15, 2019	Amelia Walk CDD

Mr. Taylor stated yes the proper protocol would be to call the utility department or EMF if it’s an emergency, then notify Evergreen who knows how to contact at least one of the people on the Board and they will be the quarterback to get the right person to respond.
Mr. Kern stated ultimately it’s a JEA line but we can maybe put some pressure on
them.
Ms. Erickson stated Lake Doctors is testing the water for us so that’s already been
scheduled. As far as flower replacement, going from phase two to phase 4A, those beds on the right hand side where they pulled everything up we’re probably going with something that’s maybe an evergreen that’s not going to frost and die.
Mr. Taylor stated I think color is important. Just look at the weather forecast to make sure we don’t put it in too early.
Ms. Erickson stated no we’re going to hold off and treat it for any kind of fungus. Other than that, we’ve got Morning Coffee on the 28th and an upcoming paint night. The only community comments I’ve gotten is again the concern about the gym for the new construction and we’ve got some issues with residents not cleaning up after their pets. I bought signs and started installing them around the community where people have lodged complaints hoping to narrow that down a bit.
Mr. Taylor asked do we have dog stations with bags? Ms. Erickson responded no.
Mr. Taylor asked can we explore the cost to put those throughout?
Ms. Erickson responded yes I’ll look into the dog stations. Also, speeding. I was informed the Sheriff’s office can do a speed trap out front of the community but not in the community.
Mr. Taylor stated in one of our other communities we’ve explored putting up solar panel speed limit signs so I’d like you to coordinate that. We have a resource you could possibly look at. When are the Christmas decorations and lights going to be taken down?
Ms. Erickson responded they started pulling them down yesterday and Thursday is their deadline. Just so you know, we are billing Martex for about $400 worth of lights that they cut.

8

January 15, 2019	Amelia Walk CDD

SIXTH ORDER OF BUSINESS	Supervisor's	Requests	and	Audience
Comments
Mr. Kern stated for the residents, we’re in the process of finalizing the plans for the amenity renovations and they will go out to bid. Once they do, we will have an idea on cost and will be able to speak on the timeframe and we will certainly keep you posted.
Audience Comments
Mr. Rosia stated there is a fellow right out there on the circle across from the yellow line that has had a car parked there since September 27th and it has never been moved. A truck parked there for the last two months and it’s never been moved. I’ve notified you a hundred times at least. It’s a bad spot and my wife almost hit a kid there one day. According to what I’ve heard, the police came out and said he’s allowed to park there because there are no laws that you can’t park close to a circle. It’s just annoying and you like to be a nice neighbor. The last thing I’ve gotten from him is he’s always done it and he does it because he can. It’s not because he can’t put it in his driveway, it’s because he likes to do it.
Mr. Taylor asked is it protruding in front of a sidewalk? Mr. Rosia responded no, it’s right after the roundabout.
Mr. Erickson stated I’ve checked with the Sheriff and he has it marked where the Sheriff said he can park so he knows. According to the Sheriff that I spoke to, as long as there’s enough room to get around him from the roundabout it’s fine.
Mr. Taylor asked do our HOA guidelines not prohibit it?
Ms. Erickson responded the problem with the HOA guidelines is they changed the parking in 2017 and the wrong words were put in. She put “paved surfaces”, which includes roadways.
Mr. Taylor stated we can revisit that when we adopt the new HOA guidelines. I need to study that.
Ms. Erickson stated the issue with that is you have to post no parking signs and tow away zones.
Ms. Bock stated we have the same problem at St. Johns. Does he ever move the truck? Ms. Erickson responded yes.
Mr. Rosia stated she’ll say something and he will drive the truck for a while and then just park there again.

9

January 15, 2019	Amelia Walk CDD

Ms. Erickson stated they have four drivers in the home but they don’t shuffle their cars.
The women park in the driveway and he parks in the road.
Ms. Bock asked we don’t have in our guidelines that you can’t park in the street? Mr. Taylor stated overnight, something like that.
Ms. Erickson stated it does say you have to have your vehicles parked on a paved surface, it doesn’t specify the road.
Mr. Kern stated the intent being you can’t park in your yard. Ms. Erickson stated yes that was the intent.
Mr. Kern stated I don’t think the intent was ever to restrict street parking entirely but maybe the District can look at it.
Mr. Rosia stated when you’re buying your home it should be made known that it’s appreciated if you own a vehicle that you park it in the garage or in the driveway. Where I lived before you weren’t even allowed to park it outside your driveway, you had to park in your garage.
Mr. McCranie stated I have a suggestion on the safety factor. If you would like I could look at the overall subdivision and recommend areas we could potentially paint yellow on the curbing saying no parking that way it’s known and it would be based off of safety. I’ve looked at it and I agree, it’s not a safe location for parking and FDOT has specific guidelines for where you can and cannot have street parking based on how close they are to intersection points so that’s what I could look at so you have a clear line of sight. Not to pick on a specific homeowner, but to look at it as an overall process. I could do that and bring it back to you at your next meeting.
Mr. Taylor stated that would be great.
Ms. Erickson asked are you able to in that specific location because of the excessive size of the vehicle?
Mr. McCranie stated it’s not based on size; it’s just truly based on how close you are to the intersection.
Mr. Taylor stated we will have the District Engineer review it and will have Supervisor Bock review the HOA guidelines and report back at the next meeting.
Mr. Geiger stated you were talking about irrigation and you still have it to where if it rains it still waters.

10

January 15, 2019	Amelia Walk CDD

Ms. Erickson stated there is a meter on there so it has to rain so much and the meter is only so large so it may be raining really heavy in one spot.
Mr. Geiger stated many times when you drive by it will be watering when it’s raining and with as much as you guys raised the O&M, that’s costing me money.
Ms. Erickson stated in speaking with Trim All we are doing a full assessment of the irrigation system. We have 21 uniques in the back part of phases one and two, which are not on the same timer systems so they will come back with a full report to review.
Mr. Geiger stated the other thing is Berryessa Way, phase three, has turned into a racetrack in the last 90 days. There are no sidewalks for people to walk on and a lot of people walk around there. With the kids and everything else around here, our concern is people walking and somebody is going to get hurt. I don’t know if we can do something temporarily to slow them down until they start building houses in there because once they start building houses things will slow down but until then it’s an open racetrack.
Mr. Taylor stated the builder closed on that December 31st so you should see some houses starting shortly I would assume and that will help with making it look like there’s stuff going on back there. The builders build the sidewalks so until that is a totally complete neighborhood those sidewalks won’t be installed. Short of calling the Sheriff, I don’t know what else we can do.
Mr. Kern stated we have the agreement with the Sheriff’s department so we can at least make them aware of the new phase.
Mr. Geiger stated the only other suggestion is to temporarily put a couple sand bags across the roads that are temporary in two or three places. If they hit those they won’t do it again. Then when they start building you just pull the sand bags up.
Mr. McCranie stated I don’t think we can do that because we would then be liable for them crashing. We cannot put anything in the roadways that would be harmful to motorists. I understand your point and I think as soon as they get some equipment out there it will take care of itself.
Mr. Geiger asked if somebody gets hit on that road, who has liability then? Mr. McCranie responded the person that is driving and hits them.
Mr. Geiger stated if there’s nothing done knowing ahead of time that there is an issue though.

11

January 15, 2019	Amelia Walk CDD

Mr. Walters stated the District does not have authority over traffic. That is completely based on the County so to the extent it’s a traffic issue that would fall on the County’s shoulders. I do agree with the Chairman. We have to be very careful in terms of impediment and things like that.
Mr. Taylor stated I appreciate your comment but unfortunately we are limited.
A resident asked an inaudible question to which Mr. Taylor responded, those are future lots the developer retains for model homes for the back portion of the property.

SEVENTH ORDER OF BUSINESS	Financial Reports
Balance Sheet & Income Statement
Assessment Receipts Schedule
Approval of Check Registers
Mr. Laughlin stated the check register is for $47,453.61. Mr. Taylor asked have you had any big parties lately?
Ms. Erickson responded for Christmas. We had about 65 kids. Ms. Bock asked did you have enough cookies?
Ms. Erickson responded we actually ended up running out of food. Mr. Taylor stated we had a seasonal flower charge. Is that $6,700?
Ms. Erickson responded $6,700 is their normal bill. The flowers part is $3,000. Mr. Taylor asked is that a valid charge?
Ms. Erickson responded all but 210 flowers, which were what we had here that they did not spray and deer ate them.
Mr. Taylor asked this is not relating to the flowers they took out?
Ms. Erickson responded no we paid that bill because the flowers were installed months

ago.

Mr. Taylor asked so what are these that were installed?
Ms. Erickson responded those are the rotational flowerbeds.
Mr. Taylor stated I noticed there were some out here and now they’re gone. Ms. Erickson stated Trim All put these in temporarily.
Mr. Kern stated we are due money from Martex. Can we not withhold payment to

Martex?

12

January 15, 2019	Amelia Walk CDD

Ms. Erickson stated my intent is to do a spreadsheet, show the original invoice, what they pulled out, the plans and things like that and what they owe us.
Mr. Kern stated I think it would be worthwhile to hold this $10,000 payment until you have that organized. You won’t have much leverage once they’re paid.
Mr. Laughlin stated the check register includes items that have been paid already. Ms. Erickson stated there is still about $7,000 that is outstanding.
Mr. Taylor asked how did this $10,000 get approved? Ms. Erickson responded these were in previous bills.
Mr. Taylor stated I think it was the Board’s recommendation last month to hold any invoices due to Martex.
Ms. Erickson stated the only thing that should have been paid was the janitorial because that’s a separate contract.
Mr. Taylor asked so who paid this $10,000.
Mr. Laughlin stated that would be the accountant in our South Florida office. I’ll ask them about it.
Mr. Taylor stated we need to get that back.
Ms. Erickson stated I haven’t sent any invoices since all of this started.
Mr. Taylor asked Jason, I think what we’re doing here is ratifying this check register that’s already been processed.
Mr. Walters asked do we have an outstanding invoice that has not been paid?
Ms. Erickson responded there’s about $7,000 outstanding right now. My estimate is they’re going to owe us about $6,000 that we will be able to reduce from what we owe.
Mr. Walters asked above the $10,000 or from the $10,000?
Mr. Taylor responded what happened is apparently we’re ratifying a check register here of which almost $11,000 was paid to Martex. We know there is another invoice pending that GMS and Evergreen needs to hold in the amount of $7,000, which she thinks after you do the deducts only $1,000 will be owed.
Mr. Walters stated generally I think the way these are best handled is to come up with a detailed list of any deficiencies that are outstanding with a corresponding amount and for that last payment is processed we need to send that to Martex, let them know we will be deducting that from the final pay application and then send the appropriate amount accordingly and see

13

January 15, 2019	Amelia Walk CDD

how they respond. You’re right; the leverage is having the money withheld. Once it’s gone, it’s extremely difficult to get it back. In the accounting and staff department we need ot make sure that last payment is not sent out before we have the accounting done.
Mr. Taylor stated I thought this was on the Board’s slate today to approve this $47,000 but we’re just ratifying it. Are we always ratifying things in arrears and not seeing the registers before it’s funded?
Mr. Laughlin stated these are in arrears. A lot of these are regular monthly payments.
Mr. Walters stated things that are paid per an approved contract are paid according to the agreement with the vendor and then the Board approves the check register. For things like this we need to catch it from a staff perspective to make sure we’re not paying them if there’s a disputed amount.
Mr. Taylor stated just go on record that I don’t want any more payments made to Martex without Board’s final approval.
Ms. Bock asked don’t you think this $7,000 is large enough to get their attention?
Ms. Erickson responded yes. They sent me an email this morning stating there was about $16,000 outstanding and they haven’t received a payment.
Ms. Bock stated so we have their attention.
Mr. Laughlin stated if they haven’t received this check yet I could have them issue a stop payment on it.
Mr. Taylor stated I would hold it until we further reconcile. Mr. Laughlin stated I’ll contact the accountant.
Mr. Kern asked this $7,000 you know of is still to come?
Ms. Erickson responded I haven’t submitted the statements whatsoever; I have them in my office. I told Martex I was holding final billings until everything was gone through.
Mr. Taylor stated the last thing I want to talk about are the collection fees on pages three and four. I don’t know what collection fees are but it says Nassau County property appraiser.
Mr. Laughlin stated I think Nassau County is the only County from which we get bills directly at our office; normally it comes through the taxes. I’ll research that.
Ms. Bock stated but on a positive note, we are 97% collected on the assessments.

14

January 15, 2019	Amelia Walk CDD

On MOTION by Mr. Taylor seconded by Ms. Bock with all in favor the check register was approved subject to review of Martex and Nassau County payments.	

EIGHTH ORDER OF BUSINESS	Next Scheduled Meeting for February 19,
2019 at 2:00 p.m. at the Amelia Walk Amenity Center, 85287 Majestic Walk Circle, Fernandina Beach

NINTH ORDER OF BUSINESS	Adjournment

On MOTION by Ms. Bock seconded by Mr. Kern with all in favor the meeting was adjourned.	

Secretary/Assistant Secretary	Chairman/Vice Chairman

15

FIFTH ORDER OF BUSINESS

D.

MONTHLY MANAGEMENT REPORT

COMMUNITY NAME: Amelia Walk CDD	MANAGEMENT REPORT

MONTH OF: January 16- February 19, 2019	
NAME OF MANAGER: Jen Erickson		

DISTRIBUTION:	TITLE	METHOD	
  Amelia Walk CDD Board		  Developer		  E		
  Daniel Laughlin, GMS		  Manager		  E		
  Taylor Morrison Homes		  Builder		  E		

Method of distribution: Fax (F), E-mail (E), Mail (M), Hand Delivered (H)

Prepared by Evergreen Lifestyles Management
All rights reserved	Page - 1 -

ADMINISTRATION:

CDD Violations:

PROJECT UP DATE AND STATUS:

Administrative Projects: Parking

Maintenance Items Completed:

Flowers replaced at Amenity Center
Toilet repaired
Lights at amenity center changed
Tennis court gate repaired
Back flow repaired
Maintenance Items in the Process/to be Completed:
Sidewalk repair
Pool brick steps repaired
Monument repairs

BIDS AND PROPOSALS:
Flowers Phase II - TBD
Irrigation repairs - $1,266.50 - see attached

. SCHEDULED EVENTS: Upcoming Events:

Monthly resident coffee - 1st Monday of each month
Paint Night - Feb. 23, 2019
Easter - TBD
GENERAL COMMENTS OR CONCERNS WITHIN THE
COMMUNITY: Pet waste in common areas, parking on street causing traffic issues.

Prepared by Evergreen Lifestyles Management All rights reserved

PROPOSAL

Date	Proposal #	
1/28/2019	9247	

Trim All Lawn Service, Inc. 942360 Old Nassauville Road Fernandina Beach, FL 32034 Phone (904) 491-3232

E-mail	Trimalllawn@gmail.com

Name / Address

Project Name / Location

Web Site	www.TrimAllLawnService.com

Amelia Walk
C/o Evergreen Lifestyles Management 10401 Deerwood Park, Suite 2130
Jacksonville, FL 32256

85287 Majestic Walk Blvd Fernandina Beach, FL 32034

Description	Total	
Irrigation Repair required after inspection: At irrigation controller at the tennis court. Zone #1 through Zone #36:
Repair four blowouts at spray heads
Replace four spray heads with spray nozzles. Replace eight spray nozzles with screens.
Replace fifteen rotor heads with poly risers. Repair one 1/2" pipe break.
Cap off eighteen tree bubblers.
Need to trouble shoot and locate six valves and decoders.	1,266.50	
Valid for (30) days from date of the proposal and subject to availability upon acceptance.	Total	$1,266.50	

Accepted: 		Date:  	

Completed By: 		Date:  	

SEVENTH ORDER OF BUSINESS

A.

Amelia Walk	
Community Development District	

Unaudited Financial Statements	
as of	
January 31, 2019	

Board of Supervisors Meeting	
February 19, 2019	

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
BALANCE SHEET	
January 31, 2019	

---	
---	

$60,861	
$152,543	

---	
---	

$60,861	
$152,543	

---	
---	
---	
---	

$274,300	
$276,915	
$78,000	
---	

---	
---	
---	
$10,410	

$274,300	
$276,915	
$78,000	
$10,410	

---	
---	
---	

$360,427	
$221,384	
---	

---	
---	
$2,259,219	

$360,427	
$221,384	
$2,259,219	

Total	
Governmental	
 	Funds		

 	Major Funds	

Debt	
 	Service		

Capital	
 	Projects		

 	General	
ASSETS:

Cash	
Assessments Receivable	
Due from Future Bond Issue	
Due from Other Funds	
Investment - Custody US Bank	
Investments:	
Series 2012	
Reserve 2012A-1	
Revenue 2012A-1	
Series 2016	
Reserve 2016A-2	
Revenue 2016A-2	
Prepayment 2016A-2	
Construction	
Series 2018	
Reserve 2018A-3	
Revenue 2018A-3	
Construction	
Series 2018-Area B	
Reserve 2018A	
Cap Interest 2018A	
Revenue 2018A	
Construction	
Cost of Issurance	
Deposits-Electric	

$151,689	
$4,505	
$4,429	
$3,696	
$280,613	

---	
$7,084	
---	
---	
---	

---	
---	
---	
---	
---	

$151,689	
$11,589	
$4,429	
$3,696	
$280,613	

LIABILITIES	
Accounts Payable	
Due to other Funds	
Deposits - Office Lease	
TOTAL LIABILITIES	

$58,705	
---	
 	$200 	
 	$58,905 	

---	
$3,696	
 	---	
 	$3,696 	

---	
---	
 	---	
 	$0 	

$58,705	
$3,696	
 	$200 	
 	$62,601 	

---	
---	
---	
---	
---	
$275	

$559,650	
$372,066	
$609	
---	
---	
---	

---	
---	
---	
$6,551,899	
$8,612	
---	

$559,650	
$372,066	
$609	
$6,551,899	
$8,612	
$275	

TOTAL ASSETS	 	$445,209	 	$2,363,839	 	$8,830,140	 	$11,639,188 

FUND BALANCES:		
Nonspendable	$275	
Restricted for:		
Debt Service	---	
Capital Projects	---	
Unassigned	 	$386,029 	
TOTAL FUND BALANCES	 	$386,304 	

$2,360,143	
---	
 	---	
 	$2,360,143 	

---	
$8,830,140	
 	---	
 	$8,830,140 	

---	---	$275

$2,360,143	
$8,830,140	
 	$386,029 	
 	$11,576,586 	
TOTAL LIABILITIES AND FUND BALANCES	 	$445,209	 	$2,363,839	 	$8,830,140	 	$11,639,188 

Page 1

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
	GENERAL FUN	D		
Statement of Revenues, Expenditures, and Changes in Fund Balance	
	For The Period Ending January 31, 2019	
	ADOPTED		PRORATED BUDGET	ACTUAL	
	 	    	BUDGET			 	THRU 1/31/2019	 THRU 1/31/2019 	VARIANCE		

REVENUES:	
Maintenance Assessments-On Roll (Net)	$248,140	$245,962	$245,962	$0	
Maintenance Assessments-Off Roll	$400,309	$272,522	$272,522	$0	
Interest Income	$100	$33	$42	$8	
Clubhouse Rental Income	$500	$167	$254	$87	
 TOTAL  REVENUES		
 	$649,049 	
 	$518,684 	
 	$518,780 	 	$96 	

EXPENDITURES:

ADMINISTRATIVE:	
Supervisor Fees	
FICA Expense	
Engineering Fees	
Assessment Roll Administration	
Dissemination	
Trustee Fees	
Arbitrage	
Attorney Fees	
Annual Audit	
Management Fees	
Computer Time	
Travel & Per Diem	
Telephone	
Postage	
Printing & Binding	
Record Storage	
Insurance	
Legal Advertising	
Other Current Charges	
Office Supplies	
Dues, Licenses & Subscriptions	

$11,000	
$842	
$15,000	
$5,000	
$3,500	
$16,163	
$1,200	
$18,000	
$3,525	
$48,600	
$1,000	
$1,000	
$300	
$600	
$1,200	
$0	
$8,715	
$6,200	
$400	
$200	
$175	

$3,667		$3,400	
$281		$260	
$5,000		$450	
$5,000		$5,000	
$1,167		$1,767	
$5,388		$0	
$400		$0	
$6,000		$7,445	
$1,175		$0	
$16,200		$16,200	
$333		$333	
$333		$46	
$100		$197	
$200		$292	
$400		$983	
$0		$40	
$8,715		$7,923	
$2,067		$2,073	
$133		$204	
$67		$73	
$175		$175	

$267	
$20	
$4,550	
$0	
($600)	
$5,388	
$400	
($1,445)	
$1,175	
$0	
$0	
$287	
($97)	
($92)	
($583)	
($40)	
$792	
($6)	
($70)	
($7)	
$0	

 TOTAL ADMINISTRATIVE	 	$142,620 	$56,800 	$46,861 	$9,939 

FIELD:	
Contract Services:	
Landscaping & Fertilization Maintenance	
Fountain Maintenance	
Lake Maintenance	
Security	
Refuse	
 Management Company		
 Subtotal  Contract Services		

$122,412	
$1,500	
$8,995	
$5,400	
$2,640	
 	$15,120 	
 	$156,067 	

$40,804	
$500	
$2,998	
$1,350	
$880	
 	$5,040 	
 	$51,572 	

$28,924	
$619	
$2,800	
$2,854	
$1,050	
 	$5,040 	
 	$41,287 	

$11,880	
($119)	
$198	
($1,504)	
($170)	
 	$0 	
 	$10,286 	

Repairs & Maintenance:	
Repairs & Maintenance	
Landscaping Extras (Flowers & Mulch)	
 Irrigation Repairs		
 Subtotal Repairs & Maintenance		

$40,000	
$0	
 	$2,000 	
 	$42,000 	

$13,333	
$0	
 	$667 	
 	$14,000 	

$4,820	
$3,498	
 	$1,039 	
 	$9,356 	

$8,514	
($3,498)	
 	($372)	
 	$4,644 	

Page 2

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
	GENERAL FUN	D		
Statement of Revenues, Expenditures, and Changes in Fund Balance	
	For The Period Ending January 31, 2019	
	ADOPTED		PRORATED BUDGET	ACTUAL	
	 	    	BUDGET			 	THRU 1/31/2019	 THRU 1/31/2019 	VARIANCE		

Utilities:	
Electric	
Streetlighting	
 Water & Wastewater		
 Subtotal Utilities		

$16,500	
$14,800	
 	$84,162 	
 	$115,462 	

$5,500	
$4,933	
 	$28,054 	
 	$38,487 	

$5,906	
$4,718	
 	$21,582 	
 	$32,206 	

($406)	
$215	
 	$6,472 	
 	$6,282 	

Amenity Center:	
Insurance	
Pool Maintenance	
Pool Chemicals	
Pool Permit	
Amenity Attendant	
Cable TV/Internet	
Janitorial Service	
Special Events	
Decorations-Holiday	
 Facility Maintenance (including Fitness  Equip)		
 Subtotal Amenity Center		

$15,859	
$9,360	
$3,000	
$300	
$35,280	
$3,600	
$12,001	
$7,500	
$1,000	
 	$5,000 	
 	$92,900 	

$15,859	
$3,120	
$1,000	
$100	
$11,760	
$1,200	
$4,000	
$2,500	
$1,000	
 	$1,667 	
 	$42,206 	

$14,417	
$3,120	
$266	
$0	
$11,760	
$1,160	
$2,340	
$2,792	
$1,111	
 	$3,686 	
 	$40,651 	

$1,442	
$0	
$735	
$100	
$0	
$40	
$1,660	
($292)	
($111)	
 	($2,019)	
 	$1,555 	

Reserves:	
Capital Reserves	$100,000	

$33,333	$0	$33,333
 Subtotal Reserves	 	$100,000 	$33,333 	$0 	$33,333 

 Total Field Expenditures	 	$506,429 	$179,599 	$123,500 	$56,099 

 TOTAL EXPENDITURES	 	$649,049 	$236,399 	$170,361 	$66,038 

 EXCESS REVENUES (EXPENDITURES)	 	$0 	 	$348,419     	
FUND BALANCE - Beginning	$0	$37,885
FUND BALANCE - Ending	 	$0	$386,304

Page 3

AMELIA WALK	
Community Development District	
General Fund	
Statement of Revenues and Expenditures (Month by Month)	
FY 2019	

Revenues	
Maintenance Assessments-On Roll (Net)	
Maintenance Assessments-Off Roll	
Interest Income	
Clubhouse Rental Income	

OCT	NOV	DEC	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	TOTAL	
2018	2018	2018	2019	2019	2019	2019	2019	2019	2019	2019	2019		

$0	

$13,502	

$220,493	

$11,967	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$0	

$245,962	
$0	$239,667	$0	$32,855	$0	$0	$0	$0	$0	$0	$0	$0	$272,522	
$0	$3	$1	$38	$0	$0	$0	$0	$0	$0	$0	$0	$42	
$0	$0	$254	$0	$0	$0	$0	$0	$0	$0	$0	$0	$254	

Total Revenues	$0	$253,172	$220,748	$44,860	$0	$0	$0	$0	$0	$0	$0	$0	$518,780	

Supervisor Fees	$1,400	$800	$600	$600	$0	$0	$0	$0	$0	$0	$0	$0	$3,400	
FICA Expense	$107	$61	$46	$46	$0	$0	$0	$0	$0	$0	$0	$0	$260	
Engineering Fees	$0	$300	$0	$150	$0	$0	$0	$0	$0	$0	$0	$0	$450	
Assessment Roll Administration	$5,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$5,000	
Dissemination	$642	$292	$292	$542	$0	$0	$0	$0	$0	$0	$0	$0	$1,767	
Trustee Fees	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Arbitrage	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Attorney Fees	$1,925	$3,167	$2,353	$0	$0	$0	$0	$0	$0	$0	$0	$0	$7,445	
Annual Audit	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Management Fees	$4,050	$4,050	$4,050	$4,050	$0	$0	$0	$0	$0	$0	$0	$0	$16,200	
Computer Time	$83	$83	$83	$83	$0	$0	$0	$0	$0	$0	$0	$0	$333	
Travel & Per Diem	$46	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$46	
Telephone	$55	$61	$47	$33	$0	$0	$0	$0	$0	$0	$0	$0	$197	
Postage	$55	$105	$94	$39	$0	$0	$0	$0	$0	$0	$0	$0	$292	
Printing & Binding	$365	$303	$198	$116	$0	$0	$0	$0	$0	$0	$0	$0	$983	
Record Storage	$10	$10	$10	$10	$0	$0	$0	$0	$0	$0	$0	$0	$40	
Insurance	$7,923	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$7,923	
Legal Advertising	$923	$248	$655	$248	$0	$0	$0	$0	$0	$0	$0	$0	$2,073	
Other Current Charges	$57	$60	$44	$43	$0	$0	$0	$0	$0	$0	$0	$0	$204	
Office Supplies	$32	$13	$13	$15	$0	$0	$0	$0	$0	$0	$0	$0	$73	
Dues, Licenses & Subscriptions	$175	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$175	

Total Administrative	$22,848	$9,553	$8,484	$5,975	$0	$0	$0	$0	$0	$0	$0	$0	$46,861	

FIELD:														
Contract Services:														
Landscaping & Fertilization Maintenance	$6,707	$6,707	$6,707	$8,803	$0	$0	$0	$0	$0	$0	$0	$0	$28,924	
Fountain Maintenance	$0	$0	$619	$0	$0	$0	$0	$0	$0	$0	$0	$0	$619	
Lake Maintenance	$700	$700	$700	$700	$0	$0	$0	$0	$0	$0	$0	$0	$2,800	
Security	$1,313	$113	$113	$1,313	$0	$0	$0	$0	$0	$0	$0	$0	$2,854	
Refuse	$265	$262	$262	$261	$0	$0	$0	$0	$0	$0	$0	$0	$1,050	
Management Company	$1,260	$1,260	$1,260	$1,260	$0	$0	$0	$0	$0	$0	$0	$0	$5,040	
Total Contract Services	$10,246	$9,043	$9,662	$12,337	$0	$0	$0	$0	$0	$0	$0	$0	$41,287	

Page 4

AMELIA WALK	
Community Development District	
General Fund	
Statement of Revenues and Expenditures (Month by Month)	
FY 2019	

OCT	NOV	DEC	JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	TOTAL	
2018	2018	2018	2019	2019	2019	2019	2019	2019	2019	2019	2019		

Repairs & Maintenance:														
Repairs & Maintenance	$3,699	$120	$500	$500	$0	$0	$0	$0	$0	$0	$0	$0	$4,820	
Landscaping Extras (Flowers & Mulch)	$0	$3,184	$314	$0	$0	$0	$0	$0	$0	$0	$0	$0	$3,498	
Irrigation Repairs	$218	$438	$0	$383	$0	$0	$0	$0	$0	$0	$0	$0	$1,039	
Total R&M	$3,917	$3,742	$814	$883	$0	$0	$0	$0	$0	$0	$0	$0	$9,356	

Utilities:														
Electric	$1,355	$1,176	$1,723	$1,652	$0	$0	$0	$0	$0	$0	$0	$0	$5,906	
Streetlighting	$1,179	$1,179	$1,179	$1,181	$0	$0	$0	$0	$0	$0	$0	$0	$4,718	
Water & Wastewater	$6,082	$7,773	$3,894	$3,832	$0	$0	$0	$0	$0	$0	$0	$0	$21,582	
Total Utilities	$8,616	$10,128	$6,797	$6,666	$0	$0	$0	$0	$0	$0	$0	$0	$32,206	

Amenity Center:														
Insurance	$14,417	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$14,417	
Pool Maintenance	$780	$780	$780	$780	$0	$0	$0	$0	$0	$0	$0	$0	$3,120	
Pool Chemicals	$177	$0	$89	$0	$0	$0	$0	$0	$0	$0	$0	$0	$266	
Pool Permit	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Amenity Attendant	$2,940	$2,940	$2,940	$2,940	$0	$0	$0	$0	$0	$0	$0	$0	$11,760	
Telephone	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Cable TV/Internet	$301	$311	$309	$240	$0	$0	$0	$0	$0	$0	$0	$0	$1,160	
Janitorial Service	$780	$780	$780	$0	$0	$0	$0	$0	$0	$0	$0	$0	$2,340	
Special Events	$859	$937	$996	$0	$0	$0	$0	$0	$0	$0	$0	$0	$2,792	
Decorations-Holiday	$0	$1,111	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$1,111	
Facility Maintenance (including Fitness Equip)	$1,129	$1,224	$1,148	$185	$0	$0	$0	$0	$0	$0	$0	$0	$3,686	
Total Amenity Center	$21,383	$8,082	$7,041	$4,145	$0	$0	$0	$0	$0	$0	$0	$0	$40,651	

Reserves:														
Capital Reserves	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Total Reserves	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	

Total Field Expenses	$44,161	$30,995	$24,313	$24,031	$0	$0	$0	$0	$0	$0	$0	$0	$123,500	

Subtotal Operating Expenses	$67,010	$40,548	$32,798	$30,005	$0	$0	$0	$0	$0	$0	$0	$0	$170,361	

Interfund Transfers	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	
Excess Revenues (Expenditures)	($67,010)	$212,624	$187,951	$14,854	$0	$0	$0	$0	$0	$0	$0	$0	$348,419	

Page 5

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2012A-1	

DEBT SERVICE FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Special Assessments	$122,932	$119,172	$119,172	$0	
Interest Income	$0	$0	$631	$631	

TOTAL REVENUES	$122,932	$119,172	$119,803	$631	

EXPENDITURES:

Series 2012A-1					
Interest - 11/01	$38,638	$38,638	$38,638	$0	
Interest - 5/01	$38,638	$0	$0	$0	
Principal - 5/01	$45,000	$0	$0	$0	
Special Call - 11/01	$10,000	$10,000	$15,000	($5,000)	

TOTAL EXPENDITURES	$132,275	$48,638	$53,638	($5,000)	

EXCESS REVENUES (EXPENDITURES)	($9,343)	$66,165	

FUND BALANCE - Beginning	$87,957	

$148,282

FUND BALANCE - Ending	 	$78,614 	

 	$214,448 

Page 6

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2016A-2	

DEBT SERVICE FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Special Assessments	$280,925	$267,568	$267,568	$0	
Special Assessments-Prepayments	$0	$0	$68,000	$68,000	
Interest Income	$0	$0	$1,998	$1,998	

TOTAL REVENUES	$280,925	$267,568	$337,567	$69,998	

EXPENDITURES:

Series 2016A-2					
Interest - 11/01	$109,350	$109,350	$109,350	$0	
Interest - 5/01	$108,181	$0	$0	$0	
Special Call - 11/01	$55,000	$55,000	$100,000	($45,000)	

TOTAL EXPENDITURES	$272,531	$164,350	$209,350	($45,000)	

EXCESS REVENUES (EXPENDITURES)	$8,394	$128,217	

FUND BALANCE - Beginning	$212,541	

$503,343

FUND BALANCE - Ending	 	$220,935 	

 	$631,559 

Page 7

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2018A-3	

DEBT SERVICE FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Special Assessments	$480,569	$215,698	$215,698	$0	
Interest Income	$0	$0	$1,965	$1,965	

TOTAL REVENUES	$480,569	$215,698	$217,664	$1,965	

EXPENDITURES:

Series 2018A-3					
Interest - 11/01	$195,237	$195,237	$195,237	($0)	
Interest - 5/01	$183,034	$0	$0	$0	

TOTAL EXPENDITURES	$378,271	$195,237	$195,237	($0)	

EXCESS REVENUES (EXPENDITURES)	$102,298	$22,427	

FUND BALANCE - Beginning	$196,906	

$559,383

FUND BALANCE - Ending	 	$299,204 	

 	$581,810 

Page 8

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2018A-AREA 3B	

DEBT SERVICE FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Special Assessments	$0	$0	$0	$0	
Interest Income	$0	$0	$609	$609	

TOTAL REVENUES	$0	$0	$609	$609	

EXPENDITURES:

Series 2018					
Interest - 11/01	$0	$0	$0	$0	
Interest - 5/01	$0	$0	$0	$0	

TOTAL EXPENDITURES	$0	$0	$0	$0	
OTHER SOURCES/(USES)

Bond Proceeds	$0	$0	$931,716	$931,716	

TOTAL OTHER SOURCES AND USES	$0	$0	$931,716	$931,716	

EXCESS REVENUES (EXPENDITURES)	$0	$932,326	

FUND BALANCE - Beginning	$0	

$0

FUND BALANCE - Ending	 	$0 	

 	$932,326 

Page 9

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
Long Term Debt Report	
FY 2019	

Series 2012A-1, Special Assessment Bonds	
Interest Rate;	5.50%	
Maturity Date:	5/1/2037	
Reserve Fund Requirement:

Bonds outstanding - 9/30/2018 Less:	Max Annual Debt Service

$1,405,000.00
May 1, 2019 (Mandatory)	$0.00	
Current Bonds Outstanding	$1,405,000.00	

Series 2016A-2, Special Assessment Bonds	
Interest Rate;	4.25%	
Maturity Date:	11/1/2021	$125,000.00	
Interest Rate;	5.50%	
Maturity Date:	11/1/2030	$725,000.00	
Interest Rate;	6.00%	
Maturity Date:	11/1/2047	$2,920,000.00	
Reserve Fund Requirement:

Less:	Maximum  Annual Debt Assessment

November 1, 2018 (Special Call)	

($100,000.00)	
Current Bonds Outstanding		$3,670,000.00	

Interest Rate; Maturity Date: Interest Rate; Maturity Date: Interest Rate; Maturity Date: Interest Rate; Maturity Date:
Reserve Fund Requirement:

Less:	Series 2018A-3, Special Assessment Bond
4.00%
11/1/2024
4.75%
11/1/2029
5.25%
11/1/2038
5.375%
11/1/2048
75% Maximum Annual Debt  Assessment

May 1, 2019 (Mandatory)	

$735,000.00

$775,000.00

$1,990,000.00

$3,635,000.00

$0.00	
Current Bonds Outstanding		$7,135,000.00	

Series 2018A Area B, Special Assessment Bond	
Interest Rate;	4.375%	
Maturity Date:	11/1/2024	$690,000.00	
Interest Rate;	4.75%	
Maturity Date:	11/1/2029	$860,000.00	
Interest Rate;	5.25%	
Maturity Date:	11/1/2039	$2,530,000.00	
Interest Rate;	5.375%	
Maturity Date:	11/1/2049	$4,220,000.00	
Reserve Fund Requirement:	100% Maximum Annual Debt Assessment	
Current Bonds Outstanding	$8,300,000.00	

Total Current Bonds Outstanding	$20,510,000.00

Page 10

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2016A-2	

CAPITAL PROJECTS FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Interest Income	$0	$0	$48	$48	

TOTAL REVENUES	$0	$0	$48	$48	

EXPENDITURES:

Capital Outlay	$0	$0	$0	$0	

TOTAL EXPENDITURES	$0	$0	$0	$0	

EXCESS REVENUES (EXPENDITURES)	$0	$48	

FUND BALANCE - Beginning	$0	

$10,362

FUND BALANCE - Ending	 	$0 	

 	$10,410 

Page 11

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2018A-3	

CAPITAL PROJECTS FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Interest Income	$0	$0	$15,377	$15,377	

TOTAL REVENUES	$0	$0	$15,377	$15,377	

EXPENDITURES:

Capital Outlay	$0	$0	$1,235,888	($1,235,888)	

TOTAL EXPENDITURES	$0	$0	$1,235,888	($1,235,888)	

EXCESS REVENUES (EXPENDITURES)	$0	($1,220,511)	

FUND BALANCE - Beginning	$0	

$3,479,730

FUND BALANCE - Ending	 	$0 	

 	$2,259,219 

Page 12

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
SERIES 2018A-AREA 3B	

CAPITAL PROJECTS FUND	
Statement of Revenues, Expenditures, and Changes in Fund Balance	
For The Period Ending January 31, 2019	

ADOPTED	PRORATED	ACTUAL		
BUDGET	THRU 1/31/2019	THRU 1/31/2019	VARIANCE	

REVENUES:

Interest Income	$0	$0	$4,416	$4,416	

TOTAL REVENUES	$0	$0	$4,416	$4,416	

EXPENDITURES:

Capital Outlay	$0	$0	$320,707	($320,707)	
Cost of Issuance	$0	$0	$491,482	($491,482)	

TOTAL EXPENDITURES	$0	$0	$812,189	($812,189)	
OTHER SOURCES/(USES)

Bond Proceeds	$0	$0	$7,368,284	$7,368,284	

TOTAL OTHER SOURCES AND USES	$0	$0	$7,368,284	$7,368,284	

EXCESS REVENUES (EXPENDITURES)	$0	$6,560,511	

FUND BALANCE - Beginning	$0	

$0

FUND BALANCE - Ending	 	$0 	

 	$6,560,511 

Page 13

Amelia Walk	
Community Development District	
Series 2016-2 Special Assessment Bonds	

1. Recap of Capital Project Fund Activity Through January 31, 2019	
Opening Balance in Construction Account	

$3,052,509.87

Source of Funds:	Interest Earned	$818.21

Use of Funds:	
Disbursements:	

Clearing, Grading & Earthwork	
Roadway	
Stormwater	
Water System	
Sewer System	
Landscaping, Entry Monuments & Signs	
Engineering & Permitting	
Electrical	
Professional Fees (Contingencies)	
Cost Of Issuance	

($568,190.87)	
($727,841.07)	
($303,222.68)	
($262,281.11)	
($378,929.54)	
($310,733.53)	
($72,695.00)	
($131,315.29)	
($37,459.36)	
($250,250.00)	

Adjusted Balance in Construction Account at January 31, 2019	 	$10,409.62 

2. Funds Available For Construction at January 31, 2019	
Book Balance of Construction Fund at January 31, 2019	

A.	A.J. Johns, Inc. - Phase 2	
	Contract Amount	$2,244,928.40	
	Paid to Date	 	($2,244,928.40)	
	Balance on Contract	 	($0.00)	

$10,409.62

B.	
First Coast Electric, LLC - FPL Conduit Installation	
	Contract Amount	$102,205.00	
	Paid to Date	 	($102,205.00)	
	Balance on Contract	 	$0.00 	

$0.00

$0.00

Construction Funds available at January 31, 2019	 	$10,409.63 

Investments - US Bank

January 31, 2019	
Construction Fund:	

Type	Yield	Due	Maturity	Principal	
Overnight	1.50%		$10,409.62	$10,409.62	

Contracts/Retainage Payable  		$0.00 	
Balance at 1/31/2019  		$10,409.62 	

Page 1

Amelia Walk	
Community Development District	
Series 2018-3 Special Assessment Bonds	

1. Recap of Capital Project Fund Activity Through January 31, 2019	
Opening Balance in Construction Account	

$6,134,376.41

Interest Earned	
Developer Proceeds	
Interfund Transfer	

$46,627.39	
$13,352.04	
$0.00	

Source of Funds:

Use of Funds:	
Disbursements:	

Clearing, Grading & Earthwork	
Roadway	
Stormwater	
Water System	
Sewer System	
Landscaping, Entry Monuments & Signs	
Engineering & Permitting	
Electrical	
Amenity Center Expansion	
Professional Fees/Contingencies	
Cost Of Issuance	

($1,588,912.21)	
($642,908.47)	
($538,000.97)	
($319,759.33)	
($252,755.91)	
($31,949.37)	
($121,163.44)	
($74,469.09)	
$0.00	
($28,249.67)	
($336,968.00)	

Adjusted Balance in Construction Account at January 31, 2019	 	$2,259,219.39 

2. Funds Available For Construction at January 31, 2019	
Book Balance of Construction Fund at January 31, 2019	

A.	Earthworks, Amelia Walk Phase 3	
	Contract Amount	$2,815,784.35	
	 	($2,815,784.35)	
	Balance on Contract	 		$0.00 	

$2,259,219.39

B.	
Earthworks, Amelia Walk Phase 4A (29.6%)	
	Contract Amount	$1,656,309.69	
	 	($592,159.99)	
	Balance on Contract	 	$1,064,149.70 	

$0.00

($1,064,149.70)

Construction Funds available at January 31, 2019	 	$1,195,069.69 

3. Investments - US Bank

January 31, 2019	
Construction Fund:	

Type	Yield	Due	Maturity	Principal	
Overnight	1.50%		$2,259,219.39	$2,259,219.39	

Contracts/Retainage Payable  		$0.00 	
Balance at 1/31/2019  		$2,259,219.39 	

Page 2

Amelia Walk	
Community Development District	
Series 2018A Area B Special Assessment Bonds	

1. Recap of Capital Project Fund Activity Through January 31, 2019	
Opening Balance in Construction Account	

$7,368,283.85

Interest Earned	
Developer Proceeds	
Interfund Transfer	

$4,415.87	
$0.00	
$0.00	

Source of Funds:

Use of Funds:	
Disbursements:	

Clearing, Grading & Earthwork	
Roadway	
Stormwater	
Water System	
Sewer System	
Landscaping, Entry Monuments & Signs	
Engineering & Permitting	
Electrical	
Amenity Center Expansion	
Professional Fees/Contingencies	
Cost Of Issuance	

($153,669.81)	
($7,992.00)	
($73,160.76)	
$0.00	
$0.00	
$0.00	
($84,596.70)	
$0.00	
$0.00	
($1,288.00)	
($491,481.50)	

Adjusted Balance in Construction Account at January 31, 2019	 	$6,560,510.96 

2. Funds Available For Construction at January 31, 2019	
Book Balance of Construction Fund at January 31, 2019	

A.	Earthworks, Amelia Walk Phase 4B	
	Contract Amount	$3,939,331.16	
	 	($248,974.26)	
	Balance on Contract	 		$3,690,356.90 	

$6,560,510.96

($3,690,356.90)

Construction Funds available at January 31, 2019	 	$2,870,154.06 

3. Investments - US Bank

January 31, 2019	
Construction Fund:	

Type	Yield	Due	Maturity	Principal	
Overnight	1.50%		$6,560,510.96	$6,560,510.96	

Contracts/Retainage Payable  		$0.00 	
Balance at 1/31/2019  		$6,560,510.96 	

Page 3

B.

AMELIA WALK	
COMMUNITY DEVELOPMENT DISTRICT	
Special Assessment Receipts	
Fiscal Year 2019	

$248,140.89	$120,227.73	$269,938.41	$638,307.03	
ASSESSMENTS - TAX COLLECTOR	ON ROLL ASSESSMENTS	
38.87%	18.84%	42.29%	100.00%	
DATE	DESCRIPTION	Collection Period	AMOUNT	COMMISSIONS	Net Amount	O&M Portion	DSF Portion	DSF Portion	Total	

11/5/2018	Distribution #1	6/1/18-10/31/18	$805.25	
11/20/2018	Distribution #2	11/01/18-11/15/18	$40,806.16	
11/21/2018	PROP APPRAISER	N/A	$0.00	
12/6/2018	Distribution #3	11/16/18-11/30/18	$373,951.84	
12/20/2018	Distribution #4	12/1/18-12/15/18	$204,809.94	
1/7/2019	Distribution #5	12/16/18-12/31/18	$19,585.62	
2/5/2019	Distribution #6	1/1/19-1/31/19	$11,825.88	

$306.78	$148.64	$333.73	$789.14	
$15,546.07	$7,532.29	$16,911.69	$39,990.04	
($2,350.76)	($1,138.98)	($2,557.26)	($6,047.00)	
$142,465.75	$69,026.65	$154,980.41	$366,472.80	
$78,027.17	$37,805.25	$84,881.33	$200,713.75	
$7,461.60	$3,615.25	$8,117.05	$19,193.90	
$4,505.35	$2,182.91	$4,901.11	$11,589.37	

$16.11	$789.14
$816.12	$39,990.04
$6,047.00	($6,047.00)
$7,479.04	$366,472.80
$4,096.19	$200,713.75
$391.72	$19,193.90
$236.51	$11,589.37

TOTAL	$651,784.69	$19,082.69	$632,702.00	$245,961.94	$119,172.00	$267,568.06	$632,702.00

Assessed on Roll:

GROSS AMOUNT		ASSESSMENTS	ASSESSMENTS	AMOUNT	
ASSESSED	PERCENTAGE	COLLECTED	TRANSFERRED	TO BE TFR.	

Balance Remaining to Collect	$5,605.03	
Gross Collected	99%	

O & M	$248,140.89	38.87%	$245,961.94	
DEBT SERVICE-12	$120,227.73	18.84%	$119,172.00	
DEBT SERVICE-16	$269,938.41	42.29%	$267,568.06	

($248,312.69)	
($119,172.00)	
($267,568.06)	

($2,350.75)
$0.00
$0.00

TOTAL	$638,307.03	100.00%	$632,702.00	($635,052.75)	($2,350.75)	

TRAN
DATE	SFERS FROM DEBT SE
CHECK #	RVICE:
AMOUNT	
11/13/2018	TXFER	$306.77	
11/20/2018	TXFER	$15,546.06	
12/6/2018	TXFER	$142,465.74	
12/20/2018	TXFER	$78,027.17	
1/7/2019	TXFER	$7,461.60	
2/5/2019	TXFER	$4,505.35	
TOTAL	$248,312.69	
Amount due:		($2,350.75)	

		

C.

Amelia Walk	
Community Development District	

Check Run Summary

February 19, 2019

Date	Check Numbers	Amount	

1/8/2019	2565	$654.81	

2/1/2019	2566-2582	$32,083.41	

2/8/2019	2583-2587	$20,583.23	

Total	 	$53,321.45