TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT

MIAMI-DADE COUNTY REGULAR BOARD MEETING MARCH 28, 2023
6:00 P.M.

Special District Services, Inc. 8785 SW 165th Avenue, Suite 200
Miami, FL 33193

www.treeislandestatescdd.org 786.303.3661 Telephone 877.SDS.4922 Toll Free 561.630.4923 Facsimile

AGENDA
TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT
Kendall Executive Center 8785 SW 165th Avenue, Suite 200
Miami, Florida 33193
REGULAR BOARD MEETING
March 28, 2023
6:00 p.m.

Call to Order
Proof of Publication.	Page 1
Establish Quorum
Additions or Deletions to Agenda
Comments from the Public for Items Not on the Agenda
Approval of Minutes
October 25, 2022 Regular Board Meeting Minutes…	Page 2
Old Business
Staff Report
New Business
Consider Resolution No. 2023-01 – Adopting a Fiscal Year 2023/2024 Proposed Budget…	Page 4
Discussion Regarding Potential Security Services for the Community…	Page 11
Consider Adjustment to District Counsel Fee Structure…	Page 26
Consider Adjustment to District Engineer Fee Structure…	Page 28
Administrative Matters
Additional Board Member/Staff Comments and Requests
Adjourn

MIAMI-DADE
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STATE OF FLORIDA COUNTY OF MIAMI-DADE:

Before the undersigned authority personally appeared MARIA MESA, who on oath says that he or she is the LEGAL CLERK, Legal Notices of the Miami Daily Business Review f/k/ a Miami Review, a daily  (except Saturday,  Sunday and Legal Holidays) newspaper, published at Miami in Miami-Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of

TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT - FISCAL YEAR 2022/2023 REGULAR MEETING SCHEDULE

in the XXXX Court,
was published in said newspaper by print in the issues of and/or by publication on the newspaper's website, if authorized, on

10/17/2022

Affiant further says that the newspaper complies with all legal ,□ui""1:-m;ms:-=Jei=-.::rrns;	in  chapter	50,  Florida

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MARIA MESA personally known to me

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TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
OCTOBER 25, 2022

CALL TO ORDER

The October 25, 2022, Regular Board Meeting of the Tree Island Estates Community Development District (the “District”) was called to order at 6:10 p.m. in the meeting room at the Kendall Executive Office located at 8785 SW 165th Avenue, Suite 200, Miami, Florida 33193.

PROOF OF PUBLICATION

Proof of publication was presented that notice of the Regular Board Meeting had been published in the Miami Daily Business Review on October 17, 2022, as part of the District’s Fiscal Year 2022/2023 Meeting Schedule, as legally required.

ESTABLISH A QUORUM

It was determined that the attendance of Chairperson Luis Delrio, Vice Chairperson Monica Suarez and Supervisors Oremia Delrio and Donville Morisson constituted a quorum and it was in order to proceed with the meeting.

Staff in attendance included: District Managers Armando Silva and Gloria Perez of Special District Services, Inc.; and General Counsel Ginger Wald of Billing, Cochran, Lyles, Mauro & Ramsey, P.A.

ADDITIONS OR DELETIONS TO THE AGENDA

There were no additions or deletions to the agenda.

COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA

There were no comments from the public for items not on the agenda.

APPROVAL OF MINUTES
August 23, 2022, Regular Board Meeting & Public Hearing

The minutes of the August 23, 2022, Regular Board Meeting & Public Hearing were presented for approval.

A MOTION was made by Mr. Delrio, seconded by Ms. Suarez and unanimously passed approving the minutes of the August 23, 2022, Regular Board Meeting & Public Hearing, as presented.

OLD BUSINESS
Staff Report

There was no old business to report at the moment.

NEW BUSINESS
Consider Resolution No. 2022-05 – Adopting a Fiscal Year 2021/2022 Amended Budget

Mr. Silva presented Resolution No. 2022-05, entitled:

RESOLUTION NO. 2022-05

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT AUTHORIZING AND ADOPTING AN AMENDED FINAL FISCAL YEAR 2021/2022 BUDGET (“AMENDED BUDGET”), PURSUANT TO CHAPTER 189, FLORIDA STATUTES; AND PROVIDING AN EFFECTIVE DATE.

Mr. Silva explained, as is done every year for administrative and statutory requirements, within 60 days of any given fiscal year end, the Board adopts a revised/amended budget for said year. The fiscal year ended on September 30, 2022. This is the reason it is administrative in nature (past year’s budget for past year’s expenses) and will serve as the Board’s final approval/ratification of the District’s expenditures for the past fiscal year.

A MOTION was made by Mr. Morrison, seconded by Mr. Delrio and unanimously passed adopting Resolution No. 2022-05, adopting and approving the Amended Fiscal Year 2021/2022 Budget, as presented.

ADMINISTRATIVE MATTERS
Financial Report
Mr. Silva presented the Financial Reports through September 2021, and the Assessment Collections, which were provided in the meeting booklet. He indicated that available funds as of September 30, 2022, were $187,918.15.

ADDITIONAL BOARD MEMBER/STAFF COMMENTS AND REQUESTS

There were no additional Board Member/Staff comments or requests.

ADJOURNMENT

There being no further business to come before the Board, a MOTION was made by Mr. Delrio, seconded by Mr. Morrison to adjourn the Regular Board Meeting at 6:19 p.m. There were no objections.

ATTESTED BY:

Secretary/Assistant Secretary	Chairman/Vice-Chair

RESOLUTION NO. 2023-01

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT APPROVING A PROPOSED BUDGET AND NON-AD VALOREM SPECIAL ASSESSMENTS FOR FISCAL YEAR 2023/2024; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Board of Supervisors (“Board”) of the Tree Island Estates Community Development District (“District”) is required by Chapter 190.008, Florida Statutes, to approve a Proposed Budget for each fiscal year; and,

WHEREAS, the Proposed Budget including the Assessments for Fiscal Year 2023/2024 has been prepared and considered by the Board.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT THAT:

Section 1.  The Proposed Budget including the Assessments for Fiscal Year 2023/2024 attached hereto as Exhibit “A” is approved and adopted.

Section 2.  A Public Hearing is hereby scheduled for July 25, 2023 at 6:00 p.m. in the Kendall Executive Center, 8785 SW 165th Avenue, Suite 200, Miami, Florida 33193, for the purpose of receiving public comments on the Proposed Fiscal Year 2023/2024 Budget.

PASSED, ADOPTED and EFFECTIVE this 28th day of March, 2023.

ATTEST:	TREE ISLAND ESTATES
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice-Chairperson

Tree Island Estates Community Development District

Proposed Budget For Fiscal Year 2023/2024
October 1, 2023 - September 30, 2024

CONTENTS

PROPOSED BUDGET

DETAILED PROPOSED BUDGET

DETAILED PROPOSED DEBT SERVICE FUND BUDGET

ASSESSMENT COMPARISON

PROPOSED BUDGET
TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2023/2024
OCTOBER 1, 2023 - SEPTEMBER 30, 2024

REVENUES	
FISCAL YEAR 2023/2024 BUDGET	
Administrative Assessments	63,361	
Maintenance Assessments	57,298	
Debt Assessments	124,143	
Other Revenues	0	
,nterest ,ncome	300	
		
TOTAL REVENUES	$	245,102	
		
ADMINISTRATIVE EXPENDITURES		
Supervisor Fees	5,000	
(mployer Taxes Payroll	400	
Management	27,204	
Secretarial	3,900	
/egal	9,250	
Assessment Roll	6,000	
Audit Fees	3,900	
,nsurance	6,900	
/egal Advertisements	550	
Miscellaneous	1,100	
Postage	250	
Office Supplies	525	
Website	750	
Dues & Subscriptions	175	
Trustee Fee	3,600	
Continuing Disclosure Fee	350	
TOTAL ADMINISTRATIVE EXPENDITURES	$	69,854	

MAINTENANCE EXPENDITURES		
Aquatic Maintenance	3,500	
/aZn /andscape Maintenance	19,000	
Preserve Maintenance	16,000	
Maintenance Contingency	9,000	
,rrigation System Maintenance	2,860	
(ntrance Feature	1,000	
(ngineering ,nspections	2,500	
TOTAL MAINTENANCE EXPENDITURES	$	53,860	
		
TOTAL EXPENDITURES	$	123,714	
		
REVENUES LESS EXPENDITURES	$	121,388	
		
%ond Payments	(116,694)	
		
BDODQFH	$	4,694	
		
County Appraiser & Tax Collector Fee	(4,896)	
Discounts For (arly Payments	(9,792)	
		
EXCESS/ S+ORTFALL 		(9,994)	
		
Carryover From Prior Year	9,994	
		
NET EXCESS/ S+ORTFALL 	$	 0 	

DETAILED PROPOSED BUDGET
TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2023/2024
OCTOBER 1, 2023 - SEPTEMBER 30, 2024

REVENUES	
FISCAL YEAR 2021/2022
ACTUAL	
FISCAL YEAR 2022/2023
BUDGET	
FISCAL YEAR 2023/2024
BUDGET	

COMMENTS	
Administrative Assessments	62,124	66,021	63,361	Expenditures Less Interest & Carryover/.94	
Maintenance Assessments	58,893	54,638	57,298	Expenditures /.94	
Debt Assessments	124,144	124,143	124,143	Bond Payments/.94	
Other Revenues	0	0	0		
Interest Income	251	240	300	Estimated At $25 Per Month	
					
TOTAL REVENUES	$	245,412	$	245,042	$	245,102		
					
ADMINISTRATIVE EXPENDITURES					
Supervisor Fees	2,200	5,000	5,000	No Change From 2022/2023 Budget	
Employer Taxes  Payroll	168	400	400	ProMected At 8 Of Supervisor Fees	
Management	25,644	26,412	27,204	CPI AdMustment (Capped At 3 )	
Secretarial	3,900	3,900	3,900	No Change From 2022/2023 Budget	
Legal	6,160	9,250	9,250	No Change From 2022/2023 Budget	
Assessment Roll	6,000	6,000	6,000	No Change From 2022/2023 Budget	
Audit Fees	3,700	3,800	3,900	$100 Increase From 2022/2023 Budget	
Insurance	5,815	6,200	6,900	Fiscal Year 2022/2023 Expenditure Was $6,493	
Legal Advertisements	530	550	550	No Change From 2022/2023 Budget	
Miscellaneous	629	1,200	1,100	$100 Decrease From 2022/2023 Budget	
Postage	125	250	250	No Change From 2022/2023 Budget	
Office Supplies	249	550	525	$25 Decrease From 2022/2023 Budget	
Website	750	750	750	No Change From 2022/2023 Budget	
Dues & Subscriptions	175	175	175	No Change From 2022/2023 Budget	
Trustee Fee	3,548	3,600	3,600	No Change From 2022/2023 Budget	
Continuing Disclosure Fee	350	350	350	No Change From 2022/2023 Budget	
TOTAL ADMINISTRATIVE EXPENDITURES	$	59,943	$	68,387	$	69,854		

MAINTENANCE EXPENDITURES					
Aquatic Maintenance	2,788	3,500	3,500	No Change From 2022/2023 Budget	
Lawn/Landscape Maintenance	22,592	17,000	19,000	$2,000 Increase From 2022/2023 Budget	
Preserve Maintenance	15,812	16,000	16,000	No Change From 2022/2023 Budget	
Maintenance Contingency	11,465	9,000	9,000	Maintenance Contingency	
Irrigation System Maintenance	0	2,860	2,860	No Change From 2022/2023 Budget	
Entrance Feature	3,400	1,000	1,000	Entrance Feature	
Engineering/Inspections	1,975	2,000	2,500	$500 Increase From 2022/2023 Budget	
TOTAL MAINTENANCE EXPENDITURES	$	58,032	$	51,360	$	53,860		
					
TOTAL EXPENDITURES	$	117,975	$	119,747	$	123,714		
					
REVENUES LESS EXPENDITURES	$	127,437	$	125,295	$	121,388		
					
Bond Payments	(118,349)	(116,694)	(116,694)	2024 Principal & Interest Payments	
					
Balance	$	9,088	$	8,601	$	4,694		
					
County Appraiser & Tax Collector Fee	(2,361)	(4,896)	(4,896)	Two Percent Of Total Assessment Roll	
Discounts For Early Payments	(9,071)	(9,792)	(9,792)	Four Percent Of Total Assessment Roll	
					
EXCESS/ (SHORTFALL)	$	(2,344)	$	(6,087)	$	(9,994)		
					
Carryover From Prior Year	0	6,087	9,994	Carryover From Prior Year	
					
NET EXCESS/ (SHORTFALL)	$	(2,344)	$	(0)	$	(0)		

DETAILED PROPOSED DEBT SERVICE BUDGET
TREE ISLAND ESTATES COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2023/2024
OCTOBER 1, 2023 - SEPTEMBER 30, 2024

REVENUES	FISCAL YEAR 2021/2022 ACTUAL	FISCAL YEAR 2022/2023 BUDGET	FISCAL YEAR 2023/2024 BUDGET	

COMMENTS	

Interest Income	
7	
10	
100	
Projected Interest For 2023/2024	

NA9 Tax Collection	
118,349	
116,694	
116,694	
Maximum Debt Service Collection	

Total Revenues	
$	118,356	
$	116,704	
$	116,794		

EXPENDITURES					

Principal Payments	
75,000	
80,000	
80,000	
Principal Payment Due In 2024	

Interest Payments	
38,188	
34,450	
31,850	
Interest Payments Due In 2024	

Bond Redemption	
0	
2,254	
4,944	
Estimated Excess Debt Collections	

Total Expenditures	
$	113,188	
$	116,704	
$	116,794		

Excess/ (Shortfall)	
$	5,168	
$	-	
$	-		

Series 2014 Bond Refunding Information
Original Par Amount =	$1,680,000	Annual Principal Payments Due:	May 1st	
Interest Rate= Issue Date: Maturity Date:	3.25%* May 2014
May 2034	Annual Interest Payments Due :	May 1st & November 1st	

* Rate Is adjustable After Ten Years
Par Amount As Of 1/1/23 =	$1,100,000

Tree Island Estates CDD Assessment Comparison

Fiscal Year	Fiscal Year	Fiscal Year	Fiscal Year	
2020/2021	2021/2022	2022/2023	2023/2024	
Assessment	Assessment	Assessment	Projected Assessment	
Before Discount*	Before Discount*	Before Discount*	Before Discount*	

Administrative	$	225.43	$	225.43	$	240.95	$	231.25	
Maintenance	$	214.94	$	214.94	$	199.42	$	209.12	

Debt

$	453.08

$	453.08

$	453.08

$	453.08

Total

$	893.45

$	893.45	$

893.45	$

893.45

* Assessments Include the Following :
4% Discount for Early Payments 1% County Tax Collector Fee
1% County Property Appraiser Fee
Community Information:		 Total Units	274

13595 SW 134th Ave, Suite #211
Miami, FL 33193
Ph: 305-635-6200

Proposal especially prepared for:

Tree Island Community Development District
8785 SW 165th Ave. Ste #200
Miami, FL 33193

Proposal Date: February 14, 2023

February 14, 2023

Mr. Armando Silva Property Manager Tree Island CDD
8785 SW 165th Ave. Ste #200
Miami, FL 33193

Re: Proposal for security guard services at Tree Island Community Development District. Dear Mr. Silva:
Thanks for your interest in our company as a potential provider of Security Guard Services. Honesty, transparency and complete customer satisfaction are top priorities in our company, and it all starts from the moment we receive your first inquiry for information about our services.

Our personalized customer service is unsurpassed in this industry. Unlike large national and regional companies that are often burdened by corporate bureaucracies, our team is extremely nimble, responsive to customers’ needs and can quickly customize services to accommodate what works best for each client.

After reviewing the scope of services described for your community, we are pleased to inform you that our company is extremely qualified to provide the high-quality services that Tree Island Community Development District residents expect and deserve.

We understand the difficulty that property managers and association board members face when deciding which security guard company would be a good fit and worthy partner for their community. We offer the following information for your consideration when making this important decision.

Our company was founded in 2007 and currently employs over 400 armed and unarmed security officers, front desk ambassadors and access control officers. In the private sector, we have extensive experience providing security and front desk ambassador services to luxury condominiums, residential communities, clubhouses, commercial office buildings, construction sites, industrial properties, distribution centers, financial institutions, shopping malls and industrial parks, among others. We are proud to mention that our first corporate client, a Fortune 500 company, hired us for the first time in January 2008 and they are still one of our very satisfied clients today.

In the public sector, we provide services under government contracts at Miami International and Opa- Locka airports, Miami Dade County courthouses, Miami Dade County parks and marinas, Tax Collector’s Office, Victims Advocacy Center at the State Attorney’s Office, Abused Women’s Center, Water and Sewer pump stations and buildings, public libraries, Miami Dade Transit and other county buildings and facilities.

Our management team and security officers assigned to Tree Island Community Development District will be trained to provide personalized courteous services to all residents, visitors and vendors to the district. We treat homeowners, visitors, employees and vendors with the respect, courtesy and consideration they expect and deserve. Our team will work closely with the property manager in a seamless partnership.

Our top priority is excellent customer service and customer satisfaction. Although our management team works hard to avoid issues of concern, when we identify them or they are brought to our attention, they are always corrected promptly and to the customer’s satisfaction.

When we begin servicing your property, we will handle all pertinent security related issues as described in the post orders and report to you in digital format directly to your computer or smart phone, unless an extreme emergency occurs that requires your immediate personal notification after hours.

Our customer service training was specifically developed for our company by experts in training programs designed for the hospitality industry and include guidance in the following areas:

Maintain an attitude of service excellence
Identify customer needs
Use customer friendly body language and words
Practice excellent service at every customer contact point
Handle difficult residents or visitors with care and compassion
Exceed customers’ expectations

We utilize a state-of-the-art GPS enabled system to monitor our officers’ performance and streamline communications with management. The online management reporting system allows property managers timely access to reports and issues of concern, including parking enforcement, maintenance and safety issues. These reports may include photos that are available 24/7 from any device connected to the Internet.

We emphasize physical appearance and personal hygiene; our security officers and front desk ambassadors must maintain strict grooming standards and report to work in clean and neatly pressed attire. Our employees are not allowed to have unkempt facial hair, unconventional hair styles or exposed body piercings that would not be suitable for the workplace. Tattoos that could be considered offensive must be covered.

All the employees assigned to Tree Island Community Development District will undergo background checks, which include, but are not necessarily limited to the following:

Employment application review and verification -
Interview and evaluation to determine basic abilities for the position and suitability (right fit) for the post.
Background check – criminal, sexual predator, and others as described below.
Pre-employment and random drug testing.

All licensed security officers must submit their fingerprints and photographs to the state and undergo a national criminal history check conducted by the Florida Department of Law Enforcement and the Federal Bureau of Investigations (FBI). Most applicants who have criminal convictions that disqualifies them for the security officer’s license are identified during this process.

Our company also conducts additional criminal checks that may include:

FDLE criminal history check (not applicable if state license recently issued)
Local county criminal and civil violations check
Nationwide search of the sexual predator and sex offender’s database.
Status of applicant’s driver’s license and driving history, if applicable.

Status of applicant’s security officer’s licenses with the Division of Licensing
Prior employment check.

I am enclosing for your review and consideration, a proposal and recommended budgets for the services and specific positions you requested. Keep in mind that hourly bill rates and hourly pay rates are closely related and affect one another, as well as the quality of the officers that can be assigned to your community.

Our company does not earn a greater profit margin when bill rates are higher because the additional funds are used to increase the hourly pay for the officers assigned to your property, which allows us to hire and retain better qualified personnel.

We pride ourselves in being extremely transparent in the pricing process and welcome any questions you may have. We thank you for your consideration and the opportunity to submit this proposal and we look forward to becoming your preferred provider of security services very soon.

Sincerely,

Joe Diaz President

Proposal to provide the following services at:

Tree Island Community Development District Unarmed Security Guard Services
“Honesty, transparency and excellent customer service”
Our approach to security guard services combines our experience in law enforcement with many years of servicing clients in the private and public sector. We strongly believe in customer service and hospitality training because years of experience in the private security industry have taught us that customer service and people skills are what security officers must rely on to effectively do their jobs the great majority of the time.

The residents and visitors at Tree Island Community Development District expect and deserve a superior level of service that we are extremely qualified to deliver. It is that commitment to excellence that prompted us to commission an independent company specializing in customer service training for the hospitality industry and major corporations to develop an exclusive customer service and hospitality training program for our security officers and front desk ambassadors.

To complement our exclusive customer service and hospitality training, we emphasize and strictly enforce, proper uniform wear, grooming standards and personal hygiene, all of which are critical to making a first impression and gaining the respect of the people that our personnel must interact with during their tour of duty.

Personnel at Tree Island Community Development District will receive the following training:
Delta Five Security customer service training
Life safety systems and water damage mitigation procedures
Emergency evacuation
Community rules, policies and procedures
Access control and screening procedures (if applicable)
Uniform, physical appearance and hygiene policies
Post orders and other management directives
Ways to assist property management and maintenance (lighting reports / violations)
Identification and timely reporting of safety hazards
Parking violations and vehicle towing (if applicable)

All Delta Five Security personnel assigned to work Tree Island Community Development District will receive training that will enable them to efficiently handle emergency situations as well as simple requests for service from residents or visitors. An account manager will be assigned to your account and will serve as liaison with your office.

Customer Service and Hospitality Training unique to Delta Five Security -
The Delta Five Customer Service and Hospitality Training was developed for our agency by a group of experts that specialize in training programs for major hotel chains, large hospitals, financial institutions, major corporations and some federal government agencies. The training program includes:

Attitude of excellent service
Identifying customer needs
Thoughtful Body Language and Words
Uncompromising service at every contact point
Resolving conflict
Exceeding customer expectations

Quality Control Program:
In order to ensure that we consistently deliver the highest quality of service to our clients, our company maintains a quality control program that monitors the job performance of guards and the clients’ level of satisfaction with our services.

Daily, our security officers on-duty activities and reports are reviewed by supervisors and/or our customer service specialists to make sure that they are complying with the required tasks according to post orders.

On a bi-weekly basis, clients are contacted by a manager or customer service specialist via email, phone call or personal visit to check on how satisfied they are with services and to discuss any pertinent issues. At any time, clients can contact management about special needs, modifications to usual tasks, upcoming details, events, etc.

Delta Five Security GPS enabled guard management and reporting system:
We streamline communications with the use of an online management and reporting system that allows property managers access to pertinent information and reports from their smart phones, tablets or computers 24 hours a day.

Officers can submit timely reports of maintenance issues and route work orders to the appropriate department for immediate action with complete oversight from property managers, but without the burdensome paper trail normally associated with these tasks.

Our system always allows us to monitor security officers’ job performance and includes a GPS equipped guard touring system. The system captures the officers’ arrival on site, their tour of duty, sign off times and saves those reports in real time.

Delta Five Security Residential Community Special Services
Community policing – Our company creates a partnership with residents and maintains open lines of communication with the community. Security Officers / Ambassadors are trained to become familiar with the neighborhood and proficient at detecting unusual or suspicious activities. A phone will be deployed at the post and security officers will pass out business cards urging residents to report any suspicious persons or activities and safety hazards.

This is a sample of the on-duty guards business card issued to residents:

Watch orders – Residents let us know when they will be away on vacation or business and we monitor any unusual activity around the home several times during each shift. We will notify the police and immediately call the emergency contact numbers provided by the homeowner if any suspicious activity is noted. (Service depends on manpower allocation at the property and may not be available to all clients)

Personal safety escorts to your residence if you are arriving late at night.

Perimeter inspections - Our officers will conduct a perimeter inspection of your home and the surrounding areas if you have been the subject of threats or have reason to believe that someone may be waiting to harm you upon your return home.

Burglar Alarms – We will conduct a loose perimeter check of a home if a burglar alarm goes off and the alarm monitoring service notifies the owner who must then notify our security officer on duty. We will contact police if anything looks disturbed or if any suspicious vehicles or persons are observed. Safety of our employees, responding police officers and/or residents is our top priority. For this reason, our unarmed security officers will be instructed to keep a safe distance when checking alarms

or other in progress crimes. They will also be instructed to refrain from any attempts to apprehend suspects and to limit their role to the industry norm to observe and report. For in progress crimes, our personnel will be trained to call 911 and provide them with as much information as they can possible gather from a safe distance. We cannot accept calls directly from an alarm monitoring service, but homeowners can contact us at the post phone after receiving notification from the alarm company.
This is a courtesy service only and residents should not refrain from requesting police response to alarm notifications. (Subject to manpower availability and other limitations)

Reporting Violations and Safety Hazards - Our security officers monitor the community for safety hazards, lights that are not working and for violations of community association rules and regulations. We report this to the property management on specially designed reports sent via e- mail and on weekly reports. We include photos of the violations we send to management.

Door Hangers Notifications - Our security officers utilize door hanger tags in situations where we want to alert a home owner of activity that may have taken place or things that may need their attention while they are away. For example, if we spotted an unsecured door, suspicious persons or activity, etc.

Here is a sample of the tag:

Unauthorized Tenants / Squatters - We will monitor unauthorized persons moving into a home in your community and report it to management. We will assist with identification of squatters at homes under foreclosure or for rent. Our company works very closely with local police to assist in the identification and removal of unauthorized squatters. New laws and directives allow for these offenders to be removed without the lengthy eviction process.

Parking Enforcement and Towing - If asked to enforce parking violations, our officers can issue warnings and even tow away illegally parked or abandoned vehicles within your community.

Management Assistance Services (MAS) – Our officers will assist the property management team and the community association board of directors in identifying and reporting violations of association rules, safety hazards, unauthorized commercial vehicles, unauthorized tenants or squatters. These violations and other observations will be documented and /or photographed and submitted to the property manager in a timely fashion for review and possible follow up action.

We will act as your liaison with the local police department to address any issues requiring police services. We also assist communities in setting up Citizens’ Crime Watch Programs.

License information
Delta Five Security is licensed as a Security Agency in the state of Florida under license #B 2700066.

Recommended budget for Tree Island Community Development District:

At Delta Five Security, our goal is to provide our clients the best value for their investment. In order to come up with an hourly rate, we take into account the manpower requirements of the account, the scope of services required at the property, the level of service that most adequately meets the specific needs of the client, plus any special equipment or services needed to operate at the post.

Our company does not try to obtain accounts based solely on low prices because low prices and good quality are incompatible terms in the security industry. We aim to offer competitive pricing that considers the ability to provide quality services that exceed the industry standards and which we truly feel would provide you the best value for your security investment.

Enclosed, you will find TWO proposed budgets based on the scope of services and personnel you requested.

Budget #1 – 24/7

Budget #2 – 12/7

Why choose Delta Five Security?
The vast experience of the principals, managers and associates of the company means that your business, your home and your family are in the very best hands when you enlist Delta Five Security to protect them. When you engage our services and become our client, you will notice a remarkable difference from many of the security companies you may have previously used.

Ten reasons why you should choose Delta Five Security:

Clarity and complete honesty on pricing issues – If we cannot service it right, we will not sell it. Online GPS guard management and reporting system included in price.

Excellent support and personal customer service in all price categories.

The best value for your security investment when compared to our competition.

Exclusive training programs designed for our company by leading experts in their respective fields.

We customize training to fit your needs. No cookie cutter approach is applicable to all accounts.

We strictly enforce grooming, uniform wear and personal hygiene standards of our personnel.

Customized reports for each post – Management can easily track performance and review results.

We create a partnership with our clients and promote teamwork at every post.

Friendly, courteous and efficient service 24 hours a day, every day.

The most experience security team in South Florida.

There are literally thousands of security companies out there and we must earn your business, your trust and your respect each and every day. We promise to work hard to become the premier source for all your security and investigations.

“Honesty, transparency and excellent customer service”

Post Type	Hourly Rate	Weekly Hours	Monthly Cost	Yearly Cost	Sales Tax 7%	Total Cost

Delta Five Security - Proposed budget for Tree Island Community - 84 hrs per week

Unarmed Security Officer	$21.35	84	$7,771.40	$93,256.80		$93,256.80	

Includes GPS tracking and reporting software Supervision and Inspections
Monthly status reports		$0.00

$0.00	$0.00

$0.00	$0.00

$0.00	$0.00

$0.00	
Assigned Account Manager		
$0.00	
$0.00	
$0.00	
$0.00	
Estimated Cost of Holidays		$74.73	$896.70		$896.70	
						
Sub-Totals	84	$7,846.13	$94,153.50	$0.00	$94,153.50	

Number of

Monthly Cost

Total Monthly

Annual Cost of

Veh Sales Tax Total Cost of

Vehicle Type

Units

per Unit

Cost of Vehicles

Vehicles

of 7%

Vehicles

Electric Golf Carts	0	$0.00	$0.00	$0.00	$0.00	$0.00

Patrol Vehicles	1	$1,000.00	$1,000.00	$12,000.00		$12,000.00	

Bicycles	0	$0.00	$0.00	$0.00	$0.00	$0.00

Client pays the actual cost of fuel + 5% fee or provides fueling options at client's expense. Estimated yearly cost of fuel:

	$6,000.00 

Proposed Annual Security Budget	106,153.50	0.00	112,153.50	

Post Type	Hourly Rate	Weekly Hours	Monthly Cost	Yearly Cost	Sales Tax 7%	Total Cost

Delta Five Security - Proposed budget for Tree Island Community - 168 hrs per week

Unarmed Security Officer	$20.75	168	$15,106.00	$181,272.00		$181,272.00	

Includes GPS tracking and reporting software Supervision and Inspections
Monthly status reports		$0.00

$0.00	$0.00

$0.00	$0.00

$0.00	$0.00

$0.00	
Assigned Account Manager		
$0.00	
$0.00	
$0.00	
$0.00	
Estimated Cost of Holidays		$145.25	$1,743.00		$1,743.00	
						
Sub-Totals	168	$15,251.25	$183,015.00	$0.00	$183,015.00	

Number of

Monthly Cost

Total Monthly

Annual Cost of

Veh Sales Tax Total Cost of

Vehicle Type

Units

per Unit

Cost of Vehicles

Vehicles

of 7%

Vehicles

Electric Golf Carts	0	$0.00	$0.00	$0.00	$0.00	$0.00

Patrol Vehicles	1	$1,000.00	$1,000.00	$12,000.00		$12,000.00	

Bicycles	0	$0.00	$0.00	$0.00	$0.00	$0.00

Client pays the actual cost of fuel + 5% fee or provides fueling options at client's expense. Estimated yearly cost of fuel:

	$6,000.00 

Proposed Annual Security Budget	195,015.00	0.00	201,015.00	

LAW OFFI ES
BILLING,  COCHRA	, LYLES  MA	RO & RAM	EY, P.A.
ESTABLISHED 1977

DENNISE. LYLES JOHN W. MAURO
KENNETH W. MORGAN, JR. RICHARD T. WOULFE CAROL J. HEALY GLASGOW MICHAEL J. PAWELCZYK ANDREW A. RIEF
MANUEL R. COMRAS GINGER E. WALD JEFFERY R. LAWLEY SCOTT C. COCH RAN SHAWN B. MCKAMEY ALINE 0, MARCANTONIO JOHN C. WEBBER

LAS CLAS SQUARE, SUITE 600
515 EAST LAS CLAS BOULEVARD FORT LAUDERDALE, FLORIDA 33301
(954) 764-7150
(954) 764·7279 FAX

PGA NATIONAL OFFICE CENTER
300 AVENUE OF THE CHAMPIONS, SUITE 270 PALM BEACH GARDENS, FLORIDA 33418
(561) 659-5970
(561) 659-6173 FAX

WWW .BILLINGCOCHRAN.COM PLEASE REPLY TO: FORT LAUDERDALE

CHRISTINE A. BROWN GREGORY F. GEORGE BRAD J. KIMBER

OF COUNSEL

CLARK J. COCHRAN, JR. SUSAN F. DELEGAL SHIRLEY A. DELUNA GERALD L. KNIGHT BRUCE M. RAMSEY

STEVEN F. BILLING (1947-1998) HAYWARD D. GAY (1943-2007)

February 6 2023

VIA E-MAlL ONLY-asilva@sdsinc.org

Mr. Armando Silva District Manager
Special District Services LLC 2501 A Burns Road
Palm Beach Gardens FL 33410

Re:	Adjustment to District Counsel Fee  tructure
Tree Island Estates Community Development District Our File: 571.03453

Dear Armando:

This firm s current fee structure has been in place since 2017. Although we are certainly mindful of the necessity to keep increases in the District s expenses including the cost of legal services to a m1mmurn it has become necessary for us to adjust our hourly rates effective May 1 2023 as follows:

Attorneys/Partners:
Attorneys/Associates:

$275.00 per hour
$225.00 per hour

This hourly fee structure will be adjusted on a periodic basis in conn ction with the District s budget process no later than every third Fiscal Year to reflect changes in the Consumer Price Index published by the U.S. Department of Labor. The CPI has reflected a 20.7% increase since the year 2017 and we have not raised our fees during that time.

Mr. Armando Silva February 6, 2023
Page 2

Naturally, hould you have any questions or require any further information in support of this adjustment you should feel free to contact me at your convenience. As I think you are aware we very much appreciate the opportunity to serve as District Counsel as well as your courtesy and cooperation with regard to the necessity of what we believe to be both infrequent and reasonable adjustments to our schedule of professional fees.

Very truly yours,

Ginger E. Wald For the Firm

GEW/jmp

Alvarez
Engineers

8935 NW 35 Lane, Suite101 Doral, FL 33172
Tel (305) 640-1345
Email Alvarez@AlvarezEng.com Website www.alvarezeng.com

February 16, 2023 Board of Supervisors
Tree Island Estates Community Development District
Attri: District Manager Arn,ando Silvc1 Special District Services, Inc.
2501Burns Road
Palm Beach Gardens, FL 33410

Reference:

Via:

Tree Island Estates Community Development District
Alvarez Engineers Personnel Billing Rates
Eroail Only: asilva@sdsinc.org

Dear .Board of Supetvisors1

Sincerely,

Alvarez En

In accordance with the terms of the Engineering Agreement, dated November 20., 2007, between Alvarez Engineers, Inc. and the CDD, I would llke to respectfully request the Board of Supervisors to consider updating our hourly personnel billing rates and staff classifications to our proposed 2023 rates as shown in the attached table. Our rates were last revised and approved via motion by the Board on May 18, 2016.

Tree lsl nd En tes CDD	
Current 2016 Rates	Proposed 2023 Rates	
Principal	$	200.00	Principal	$	220.00	
Chief Engineer				
Senior Engineer	$	170.00	Senior Engineer	$	185.00	
Senior Project Engineer	$	iS0.00	Engineer 2	$	160.00	
Project Manager				
Project Engineer	s	130.00	Engineer 1	$	140.00	
		Electrical Englheer	$	135.00	
Engineer	$	125.00	Engineer Intern	$	130,00	
CADD	$	95.00	Senior Designer	$	110.00	
		CADD/Computer Technician	s	100.00	
		Senior Engin@ering Technician	$	95,00	
Eri_glneering T chnician	$	8S.00	Engineering Technician	$	90.00	
Senior Administrative	$	80.00	Senior Administrative	$	95.00	
Administrative	$	50,00	Admlnlstrat!Ve	$	60,00	

Staff Classification Principal
Senior Engineer Engineer 2 Engineer l Electrical Engineer Engineer Intern Senior Designer
CADD/Computer Technician SenlM Engineering Technician Engineering Techniclan
Senior Admlnlstr tive Administrative

Deflnltlon
Professional Engineer with 20+ years of post registration experience Profes lonal Englneerwlth l0+years of post registration experienc:e
Professional Engineer with 5+ years of post reglmatlon experience Professional Engineer with o+ years of post registtation experience Electrical Engineer with 2+ years of post•graduate experience
Entry level with engineering degree; Engineering Intern Llcehse 15+ years of design experience, non-registered
Design and Dra lng with 1+ year of experience 5+ years of experience
Entry level, with 0·4 years of experience
Degreed executive assistant with 8+ years of experience Secretary/ Clerical