ST. LUCIE WEST SERVICES DISTRICT

BOARD OF SUPERVISORS’ REGULAR BOARD MEETING DECEMBER 5, 2017
9:00 A.M.

AGENDA
ST. LUCIE WEST SERVICES DISTRICT BOARD OF SUPERVISORS’
WORKSHOP, REGULAR BOARD MEETING & PUBLIC HEARING
December 4, 2017 & December 5, 2017
9:00 a.m.
450 SW Utility Drive Port St. Lucie, Florida 34986

Call to Order
Pledge of Allegiance
Roll Call
Approval of Minutes
November 6, 2017 Workshop Minutes
November 7, 2017 Regular Board Meeting Minutes
Public Hearing 1
Call to Order
Roll Call
Receive Public Comments on Amending Certain Existing Job Descriptions and Adopting Certain New Job Descriptions for District Employees
PH 1 – Consider Resolution No. 2017-08 – Amending Certain Existing Job Descriptions and Adopting Certain New Job Descriptions for District Employees
Close the Public Hearing
Public Hearing 2
Call to Order
Roll Call
Receive Public Comments on Amending Chapter A-1, St. Lucie West Services District General and Procedural Rules; Revising the Purchasing Limit of the District Manager; Conforming the Bid Thresholds to Those Established by State Statute; Providing for Repeal of Conflicting Provisions
PH 2 – Consider Resolution No. 2017-10 – Amending Chapter A-1, St. Lucie West Services District General and Procedural Rules; Revising the Purchasing Limit of the District Manager; Conforming the Bid Thresholds to Those Established by State Statute; Providing for Repeal of Conflicting Provisions
Close the Public Hearing
Public Hearing 3
Call to Order
Roll Call
Receive Public Comments on Amending Chapter A-III of the Rules of the Board of Supervisors of the St. Lucie West Services District Regarding Positions, Qualifications, Compensation, Employment, and Termination of District Employees

PH 3 – Consider Resolution No. 2017-11 – Amending Chapter A-III of the Rules of the Board of Supervisors of the St. Lucie West Services District Regarding Positions, Qualifications, Compensation, Employment, and Termination of District Employees
Close the Public Hearing
Public Comment
District Attorney
DA 1 – Status Report/Updates
District Engineer
DE 1 – Status Report/Updates
District Manager Action Items
DM 1 – Consider Approval for the Purchase of a New 2018 Ford F-250 4WD for the UGU Division DM 2 – Consider Approval for the Purchase of a New 2018 Ford F-250 2WD for the UGU Division DM 3 – Consider and Approve 2-Year Renewal Option – Grau & Associates
DM 4 – Other Items/Updates
Consent Agenda
CA 1 – Monthly Report on Public Works Department
CA 2 –     Monthly Report on Utilities Operations
CA 3 – Monthly Report on Capital Improvement Projects CA 4 – Monthly Report on Billing and Customer Service CA 5 – Financial Statements for October, 2017
CA 6 – Consider Approval to Transfer Funds for the R&R Requisition
CA 7 – Surplus Items
Supervisors’ Requests
Adjournment

St. Lucie West Services District
Workshop Minutes
November 6, 2017, at 9:00 a.m.
450 SW Utility Drive Port St. Lucie, Florida 34986
(Please note: This is not verbatim. A CD recording of the Workshop is available on file.)

Board Members Present

Vincent D’Amico, Chairman Gregg Ney, Vice Chairman Wayne Smith, Secretary John Doughney, Supervisor Everett Child, Supervisor

Staff Present

Dennis Pickle, District Manager, St. Lucie West Services District (“SLWSD”) Josh Miller, Assistant Utilities Director, SLWSD
Gerard Rouse, Assistant Public Works Superintendent, SLWSD
Jason Pierman, District Treasurer, Special District Services, Inc. (“SDS”)

Guests Present (Sign-In Sheet Attached)

Call to Order

Chairman D’Amico called the Workshop to order at 9:00 a.m.

Pledge of Allegiance

Roll Call

It was noted that all 5 Supervisors were in attendance.

Approval of Minutes
October 2, 2017, Workshop
October 3, 2017, Regular Board Meeting

The minutes were presented and the Board was asked if they had any revisions and/or corrections.

Chairman D’Amico asked if the Boulevard property had gone before the City Council. Mr. Pickle indicated he would have an update on that item later in the meeting.

There were no revisions and/or corrections to either set of minutes.

Public Comment

There was no public comment at this time.

District Attorney
DA 1 – Status Report/Updates

Mr. Pickle was not aware of any updates from Mr. Harrell.

District Engineer
DE 1 – Status Report/Updates

Mr. Pickle was not aware of any updates from Mr. Lawson.

District Manager Action Items

DM 1 – Consider Approval of Lake Whitney – Application for Limited Use

Mr. Pickle presented the item indicating that staff had received a request from the Treasure Coast RC Scale Boaters that would allow them access to Lake Whitney on Sunday mornings from 7 am until 12 o’clock p.m. (noon). Mr. Pickle indicated that  Mr. Harrell recommended not considering Lake Whitney because it is not a recreational lake. Rather, Lake Harvey should be considered because of the  possible recreational use with the City.

William Plevik and Dave Myers of the Treasure Coast RC Scale Boaters addressed the Board by saying that their club had been running out of Tradition for the past 5 years, but that a restaurant was going in and they were not permitted to use the lake during construction. They indicated they would look at the Lake Harvey site after the meeting.

Discussion ensued regarding the specifics of the Lake Harvey site and possible issues that may arise.

There was no further discussion regarding this item.

DM 2 – Consider Approval for the Purchase of a New Vermeer 130 HP Chipper

Mr. Pickle presented the item indicating that the new chipper would replace the 2008 unit that is scheduled to be sold on GovDeals.com. The new unit is from Vermeer Southeast of Boynton Beach at a cost of $66,856 and the pricing is off the Florida Sheriff’s contract. He noted that it is budgeted for the 2018 fiscal year in the General Fund under Exotic Plant Removal Capital Outlay Equipment.

There was no discussion regarding this item.

DM 3 – Consider Approval for the Purchase of a New 2018 Ford F-150 for the Aquatic Maintenance Division

Mr. Pickle presented the item indicating that staff had received 3 proposals to purchase a 2018 Ford F-150 4x4. The 3 proposals received were as follows:

1.) Velde Ford, Inc. of Vero Beach in the amount of $29,614.45; 2.) Gilbert Ford of Okeechobee in the amount of $26,275.50; and 3.) Sunrise Ford of Fort Pierce in the amount of $26,546.16

There was no discussion regarding this item.

DM 4 – Consider Approval for the Purchase of a New Chipper/Truck for the Exotic Plant Removal Division

Mr. Pickle presented the item indicating that this 2018 Hino Chipper Truck Model
#195 along with a 16 foot aluminum chipper bed and box would replace the District’s current 2002 chipper truck, which will be kept and converted to a dump truck and will be utilized by the Storm Water Division along with the Utility Underground Division. He noted that staff had received 3 proposals, as follows:

1.) Kenworth of Central Florida in Orlando in the amount of $64,431.98;
2.) Tri County Truck and Equipment of Pompano Beach in the amount of
$64,500.00; and
3.) Kenworth of South Florida in Fort Pierce in the amount of $61,159.00

DM 5 – Amendments to Chapter A-I – St. Lucie West Services District General and Procedural Rules

Mr. Pickle presented the item indicating that no action was required. Mr. Pickle indicated that these amendments will increase spending limits for budgeted items, as well as other edits that will bring the rules current with Florida Statutes.

There was no discussion regarding this item.

DM 6 – Amendment III to Chapter A-III of the Rules of the St. Lucie West Services District

Mr. Pickle presented the item indicating that no action was required on this item as well. He noted that the amendment would change the definition of high-ranking employees because some positions are currently not being used.

There was no discussion on this matter.

DM 7 – Resolution No. 2017-08 – Amending Certain Existing Job Descriptions and Adopting Certain New Job Descriptions for the District

Mr. Pickle presented the item indicating that no action was required on this item as well. He noted that the amendment would update certain existing job descriptions and create certain new job descriptions and also includes a driver’s license requirement.

There was no discussion regarding this matter.

DM 8 – Consider Resolution No. 2017-09 – Adopting a Fiscal Year 2017 Amended Budget

Resolution No. 2017-09 was presented, entitled:

RESOLUTION NO. 2017-09

A RESOLUTION OF THE ST. LUCIE WEST SERVICES DISTRICT ADOPTING AN AMENDED FISCAL YEAR 2017 BUDGET; AND PROVIDING AN EFFECTIVE DATE.

There was no discussion on this resolution.

DM 9 – Other Items/Updates

Mr. Pickle noted that Lake Harvey was in the final stages of planting and that the deadline had been extended to November 10, 2017, due to weather delays.

A brief discussion ensued regarding a parking lot, a fountain and landscaping.

Mr. Pickle noted that their office had received complaints from Kings Isle regarding billing. He indicated because of the installation of new meters there was a change in the billing cycle and the new meters are more accurate on the usage. Mr. Pickle noted that they anticipate more complaints as they continue to install more new meters.

Mr. Pickle addressed the landscaping along Cashmere. He noted that the City was installing the new landscaping and that the District is committed to $15,000.

Mr. Pickle stated that PGA has indicated that they are now in negotiations with group from Jacksonville. A brief discussion ensued regarding this item.

Mr. Pickle noted that the lift station work could not begin until the Bank of America had executed the easement for access. He indicated that they were looking at the possibility of getting a temporary easement in order to begin the work.

Consent Agenda

Mr. Pickle presented Consent Agenda items CA 1 through CA 7.

CA 1 - Monthly Report on Public Works Department

CA 2 -	Monthly Report on Utilities Operations

CA 3 - Monthly Report on Capital Improvement Projects CA 4 - Monthly Report on Billing and Customer Service CA 5 - Financial Statements for September, 2017
CA 6 -	Consider Approval to Transfer Funds for the R&R Requisition CA 7 -	Surplus Items
There was no discussion regarding the Consent Agenda items.

Supervisor Requests

Vice Chairman Ney noted that the District’s website showed an old Lake Harvey design. Mr. Pickle noted that since the pond was done, they may just take it down.

There were no further requests from the Supervisors.

Adjournment

There being no further items to be addressed, the Workshop was adjourned at 10:38
a.m. There were no objections.

Workshop Minutes Signature Page

Chairman/Vice Chairman	Secretary/Assistant Secretary

Date Approved    	

St. Lucie West Services District Regular Board Meeting Minutes November 7, 2017, at 9:00 a.m.
450 SW Utility Drive Port St. Lucie, Florida 34986

(Please note: This is not verbatim. A CD recording of the Regular Board Meeting is available  on file.)

Board Members Present

Vincent D’Amico, Chairman Gregg Ney, Vice Chairman Wayne Smith, Secretary John Doughney, Supervisor Everett Child, Supervisor

Staff Present

Dennis Pickle, District Manager, St. Lucie West Services District (“SLWSD”) Bill Hayden, Public Works Director/Assistant District Manager, SLWSD Maddie Maldonado, Office Manager, SLWSD
Josh Miller, Assistant Utilities Director, SLWSD Lisa Beans, Administrative Assistant, SLWSD Dan Harrell, District Counsel, Gonano & Harrell Bob Lawson, District Engineer, ARCADIS-US, Inc.
Jason Pierman, District Treasurer, Special District Services, Inc. (“SDS”) Laura Archer, Recording Secretary, SDS

Guests Present (Sign-In Sheet Attached)

Call to Order

Chairman D’Amico called the Regular Board Meeting to order at 9:00 a.m.

Pledge of Allegiance

Roll Call

It was noted that all 5 Supervisors were present.

Approval of Minutes
October 2, 2017, Workshop
October 3, 2017, Regular Board Meeting

The minutes were presented for Board approval.

A motion was made by Secretary Smith, seconded by Supervisor Child approving the Workshop Minutes of October 2, 2017, as presented, and October 3, 2017, Public Hearing & Regular Board Meeting Minutes, as presented. Upon being put to a vote, the motion carried 5 to 0.

Public Comment

There was no public comment.

District Attorney
DA 1 – Status Report/Updates

Mr. Harrell distributed information pertaining to the Surplus Real Property Sal, following City Council approval of the site plan. He noted that the lift station was contingent upon the easement from Bank of America, which they were awaiting. Mr. Pickle indicated that moving the lift station should take approximately 120 days to complete.

Mr. Harrell had no further updates.

District Engineer
DE 1 – Status Report/Updates

Mr. Lawson had several brief updates. He indicated that Lake Harvey was nearing completion, noting that the contractor expected the excavation to be complete by the end of the week, then grading and sidewalk repairs would be done, and then wetland species planting would take place.

Mr. Lawson noted that he had met with the City last week about planting materials along the right of way of the 4E/5 canal.

That concluded Mr. Lawson’s updates.

District Manager Action Items

DM 1 – Consider Approval of Lake Whitney – Application for Limited Use

Mr. Pickle presented the item and suggested that instead, Lake Harvey be considered for the limited use. He added that it would then be up to the City. Mr. Pickle recommended that no action be taken on this item. A brief discussion took place regarding trespassing.

DM 2 – Consider Approval for the Purchase of a New Vermeer 130 HP Chipper

Mr. Pickle presented the item for Board approval.

A motion was made by Supervisor Child, seconded by Supervisor Doughney and passed unanimously approving the purchase of the new Vermeer 130 HP Chipper from Vermeer Southeast Sales & Service in Boynton Beach for an amount not to exceed $66,856. The Available Project Budget is $87,944.17; this Project is
$66,856.00; leaving an Available Balance of $21,000.00.

DM 3 – Consider Approval for the Purchase of a New 2018 Ford F-150 for the Aquatic Maintenance Division

Mr. Hayden presented the item indicating that it was budgeted out of the General Fund, Aquatic Division, Capital Outlay Equipment and he recommended approval.

A motion was made by Secretary Smith, seconded by Supervisor Doughney approving the purchase of a new 2018 Ford F-150 for the Aquatic Maintenance Division from Gilbert Ford of Okeechobee for the not to exceed price of $26,275.50. The Available Project Budget is $30,000.00; this Project is $26,275.00; leaving an Available Balance of $3,724.50.

DM 4 – Consider Approval for the Purchase of a New Chipper/Truck for the Exotic Plant Removal Division

Mr. Hayden presented the item indicating that it was budgeted out of the General Fund, Exotic Plant Removal, Capital Outlay Equipment. He recommended approval.

A motion was made by Supervisor Child, seconded by Secretary Smith approving the purchase of a new chipper/truck from Kenworth of South Florida for the not to exceed amount of $61,159.00. The Available Project Budget being $149,103.17; this Project is $61,159.00; leaving an Available Project Budget of $87,944.17.

Mr. Pickle noted that Item DM 4 should have been taken up before Item DM 2; that’s why the budget numbers are flipped.

DM 5 – Amendments to Chapter A-I – St. Lucie West Services District General and Procedural Rules

DM 6 – Amendment III to Chapter A-III of the Rules of the St. Lucie West Services District

DM 7 – Resolution No. 2017-08 – Amending Certain Existing Job Descriptions and Adopting Certain New Job Descriptions for the District

Mr. Pickle noted that no Board action was necessary for Items DM 5, DM 6 and DM
7.	They were included in the agenda for input from the Board Members.	A brief discussion ensued regarding each item.

DM 8 – Consider Resolution No. 2017-09 – Adopting a Fiscal Year 2017 Amended Budget

Resolution No. 2017-09 was presented, entitled:

RESOLUTION NO. 2017-09

A RESOLUTION OF THE ST. LUCIE WEST SERVICES DISTRICT ADOPTING AN AMENDED FISCAL YEAR 2017 BUDGET; AND PROVIDING AN EFFECTIVE DATE.

A motion was made by Vice Chairman Ney, seconded by Supervisor Child and passed unanimously to adopt Resolution No. 2017-09, as presented.

I.	Consent Agenda

Consent Agenda Items CA 1 through CA 6 were presented for Board consideration.

CA 1 -	Monthly Report on Public Works Department CA 2 -	Monthly Report on Utilities Operations
CA 3 - Monthly Report on Capital Improvement Projects CA 4 - Monthly Report on Billing and Customer Service CA 5 - Financial Statements for September, 2017
CA 6 -	Consider Approval to Transfer Funds for the R&R Requisition CA 7 -	Surplus Items
Mr. Pickle clarified the ERCs for September.

A motion was made by Supervisor Doughney, seconded by Secretary Smith approving Consent Agenda items CA 1 through CA 7, as presented.

Secretary Smith asked about the process once items have been designated as being surplus. Mr. Pickle explained that the majority are sold on GovDeals.com with some of them going to the open market.

Supervisor Child then asked about the difference between Service Orders and Work Orders. Mr. Hayden explained that Service Orders are called in by customers whereas Work Orders are generated in-house.

Supervisor Doughney’s motion was reiterated, seconded by Secretary Smith approving Consent Agenda Items CA 1 through CA 7, as presented. Upon being put to a vote, the motion carried unanimously.

Supervisor Requests

Secretary Smith indicated that he had received an e-mail from a resident regarding the service entrance at Bethany, noting that there was open access to the Cascades. Mr. Hayden noted that it was a utility easement for the District as well as FPL. Mr. Pickle indicated they would look at it to determine if they should put up a gate.

There were no further Supervisor Requests.

Adjournment

There being no further items to be addressed, the Regular Board Meeting was adjourned at 9:51 a.m. There were no objections.

Regular Board Meeting Minutes Signature Page

Chairman/Vice Chairman	Secretary/Assistant Secretary

Date Approved    	

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

PH 1	Consider Resolution No. 2017-08 – Amending Certain Existing Job Descriptions and Adopting Certain New Job Descriptions for District Employees

Summary

The Public Hearing is to hear public comment on the adoption of proposed amendments to certain existing job descriptions and adopting certain new job descriptions for District Employees as outlined in Resolution 2017- 08: A Resolution Amending certain existing job descriptions and adopting certain new job descriptions of the Board of Supervisors of the St. Lucie West Services District: Providing an Effective Date.

The Public Hearing was advertised in the Treasure Coast Palms Newspaper on October 30, 2017. The attached affidavit of publication verifies that advertisement of the public hearing was published within the general circulation at least 28 days prior to the public hearing on December 5, 2017.

Recommendation

Staff recommends adoption of Resolution No. 2017-08: A Resolution Amending Certain Existing Job Descriptions and Adopting Certain New Job Descriptions of the Board of Supervisors of the St. Lucie West Services District; Providing an Effective Date.

District Manager: Dennis Pickle
Office Manager: Madeline Maldonado
Public Works Director/Assistant District Manager: Bill Hayden
Budget Impact
Project Number:	Available Project Budget: $0.00
ORG Number:	This Project: $0.00
Available Balance: $0.00
Board Action

Moved by:	Seconded by:	Action Taken:

'

St. Lucie News-Tribune
1939 SE Federal Highway, Stuart, FL 34994
AFFIDAVIT OF PUBLICATION

TCPALM,

Treasure Coast Newspapers

STATE OF FLORIDA COUNTY OF ST. LUCIE
Before the undersigned authority personally appeared, Natalie Zollar, who on oath says that she is Classified Inside Sales
Manager of the St. lucie News-Tribune, a daily newspaper published  at  Fort Pierce in St. lucie County, Florida: that the attached copy of advertisement was published in the St. Lucie News-Tribune in the following issues below. Affiant further says that the said St lucie News-Tribune is a newspaper published in Fort Pierce, in said St. Lucie County, Florida, and that said newspaper has heretofore been continuously  published in said St. lucie County, Florida, daily and distributed in St. Lucie County, Florida, for a period of one year next preceding the  first publication of the  attached copy of advertisement; and  affiant
further says that she has neither paid or promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper. The St. Lucie News-Tribune has been entered
as Periodical Matter at the Post Offices in Fort Pierce, St. lucie County, Florida and has been for a period of one year next preceding the first publication of the attached copy of advertisement.

customer	Ad Number	Copyline
440596 • SPECIAL DISTRICT SERVICES, INC	1799716	NOTICE OF PUBLIC HEARING TO CONSIDER

Pub Oates
October 30, 2017

Sworn to and subscribed before me this day of, October 30, 2017, by

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personally known to me or
(   ) who has produced 	as iden tifica tion .

Karol Kangas

U Notary Public

KAROL E KANGAS
No!My Publk - Slate of Florida
Comml!sion I GG126041
t1'j Comm.Expl,esJul 29, 2021
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6C I MONDAY, OCTOBER 30, 2017 I TREASURE COAST NEWSPAPERS TC
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Boulevard, Stuart, Flor· decedent's estate, on whom a ida 3499•4. The names and cop of this notice Is r ult ed addressesofthepersonalrep­
resentative and the personal repre sentative's atrorney are set forth below.
All  creditors of  the decedent
and   other    persons   having
lenrs t te" ! s;
friP eo ! sJ o lst f:
· this  court  ON HE LATER OF 3 ER  THE  TJME T PUBLICATION CE OR JO DAYS TE OF SERVICE
OF A COPY OF THIS NOTICE
ON THEM,

Thedateof f!rst publication of

Attorney for P(!rson Giving Notice:

:!f :i d = ,J rr::1 1- south.nct

ALL CLAIMS NOT FILED WITH· IN THE TIME PERIODS SET FORTH IN FLORIDA STATUTES SECTION 733.702 WILL BE.FOR­ EVER BARRED.

NOTWITHSTANDING THE TIME PERIODS SET FORTH ABOVE, ANY CLAIM FILED TWO (2) YEARS OR MORE AFTER THE DECEDENT'S DATE Of DEATH IS BARRED,

THE DATE Of FIRST PUBLI· CATION OF THIS NOTICE IS OCTOBER 30, 2017.

ATTORNEY FOR PERSONAL REPRESENTATIVE:
/S/JODYLESLIE
LODY LESUE, ESQUIRE FLORIDA BAR NUMBER: 0773174
LESLIE & MCLAUGHLIN. LLP 2400 E. COMMERCIAL BOULE·
VARO, SUITE 720
FORT LAUDERDALE, FLORIDA 33308
TELEPHONE: (954) 779,1772
E·MAIL: S[ RVICE @LES · LIE-LAW.COM

PERSONAL REPRESENTATIVE: GtNAGILLEH

DENT' S OATE OF DEATH IS BARRED.
The date of fi rst publicati on of
this notice is October JO, 2017.
:	/or Personal Repre· Jam e.s A.Cio ffi

Attorne

Personal Representative: Beverly Mooney
11Devonshire Drive
r.o  e  wlt::x    o8 v6im-
ber 6, 2017
TCN 1802494

CASE  NO.:    56-2016-CA-001031
aTDri BAN_Kas,soNc.iAat.,, ona. national
"W·ILLIAM   C.    SMITH    ANO

NOTWITHSTANDING THE TIME PERIODS SET FORTH ABOVE. ANY CLAIM FILED TWO (2) YEARS OR MORE AFTER THE

thisnoticeis octobe t 2l. 2017.
Mich u l R. Banks, Esq.
Attorn ey for Persona.I Repr e­ sentative
g1 il: mbanks mrbankslaw .

Flor!da Bar No. 139213 LAW0"1CES Of
RICKARD D. SNEED, JR., P.A.
20019th Ave., Suite lJ4 ,
Vero Beach, FL, Florida 32960 Telephone:{772) 46S-2330

3990 NORTHWEST 122 lER ·

PATRICIA AND WIFE; T

HUSBAND MENT OF NAL REVE·
HT #land
INPOS,

DECEDENT'S DATE OF DEATH IS BARRED.
Thedateoffirstpublicationof thisnoticeisOctober23,2017.

Attornl'.!y for Personal Repre­ sentat ive:

secondary    Email ;    amclen, don@mrbankslaw.com FloridaB ar No. 8-42-47

C:::orG         : o  tice:
3419St111..rtA't'ffll1e Richmond, Virginia 23221 Pub: October 30 and Novem. ber6,2017
TCN 1804185

file No. 17000731CPAXMX IN RE: ESTATE OF

NOTICE OF SALE

Requests  for   Acc ommoda­
tions  by Persons  with Ols-

!  ti:Sdi!  l    t!hll ! any accommodation in order to participate in this proceed· in!J, you are entitled . at no cost to you, to the  provision of certain assistance. Please contact Court Administration,

DATED this 9th day of October, 2017.
DUANE MORRIS LLP
Counsel for Pl;,,fntiffTD Bank. N,A.

Burns
. Esq.
, Su i te

Boca Rat on, Fl 33486·9000 Telephone: (561)962-2119 Facsimile: (S&1)5Ui·63 0l
E-mail: DRBurn s@ duan emor­ ris.com
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ATTORNEY FOR Pl A1NTlFFS:
Dani elle Rundlett Burns, Esq. DuaneM orrlsLLP
Boca Center Tower II
SlOO Town Ccnte r Circle,Suite
650
BocaRaton,fLJl486-9000 Email: DRBurns@duanem or­ ris.com JFGarda@duanemorrls.com
L hapski@du a.nem orrls. 0
Pub: October 30 and Novem­

a

ber 6, 2017 TCN1804368

IN THE CIRCUIT COURT FOR MARTIN COUNTY, n.oRJDA PROBATE DIVISION
File No. l7000747CPAXMX
Division Probate
IN RE: ESTATE OF
ALEX E. 800TH . JR. A/K/A ALEX EDWARD BOOTH, JR.
Deceu cd.
NOTICE TO CREDJTOH
Tho

BethTeardoPrinz, Esquire

IN THE CIRCUIT COURT fOJl MARTIN COUNTY, n.ORIOA PROBATE DIVISION
Fil e No. 20l7CP0005)6
Divisi on Probate

IN RE; ESTATE OF WANDA HETRICK
Decnsed.
NOTICE TO CREDITORS
The administration of the estate of Wanda Hetrick, deceased, whose date of death was June 15, 2017, is

tf : !rgpvl:  ;i  lieu1  ;ii:: of which Is 100 SE ocean Bou­ levard, Stuart, Florida J.1994. The nama and addresses of
i fhc:s:enr rr:r;:gf!1;t \ tivc's att orney are set forth below .

AH creditors of the decedent and  other   persons  having
a: sen ! s t fe": !g! s; copy of this notice is required to be ser ved must file thcir

Allothercreditorsofthedece­ dent and other persons having claims or demands against decedent's estate must file their claims wlth this court WITHIN 3 MONTHS AFTER THE DATE OF THE FIRST PUBL!CA· TJON OF THIS NOTICE.
ALL CLAIMS NOT FILED WITH­ IN THE TIME PERIODS SET FORTH IN FLORIDA STATUTES SECTJON73l.702WILLBEFOR· EVER BARRED.

The date of first publication of this notice is October 23, 2017.

Att orney for Personal Repre­ sentat i ve:
Stephen A. Pinnacoli

heather@

File No. 2011CP000762

IN RE: ESTATE OF: ROBE.AT CAONENWETT
D ecC?aisl!d.
NOTICE TO CREDITORS
The administration of  the est1t e of ROBERT CRONEN• WETT, dec eased, whose date of death was August l8, 2017: ts pendin9 in the Circuit Cqurt

CHRISTOPHER D. CRONEN·
WITT
PersonalReprescmtative 946SWCatalinastreet PalmClty,FL34990 Pub:October23and30,2017 TCN 1796929
IN THE CIRCUIT COURT OF THE NINmENTH IUDICIAL CIRCLITT IH AND fOR MARTIN COUNTY, FLORIDA,
CASE NO. l7·542·CP

IN RE: THE ESTATE OF BRIAN A. SCOTT,
Deceased.
MOTICE TO CREDITORS

All other creditors of the dece­ dent and other persons having claims or demands against decedent's estate must file their claims with this court WITHIN 3 MONTHS AFTER THE DATE OF THE FIRST PUBLIC, A TION OF THIS NOTICE.

ALLCLA1MS NOT FILED WITHIN THE TIME PERIODS SET FORTH IN THE FLORIDA STATUTES WILL BE FOREVER BARRED.

NOTWITHSTANDING THE TIME PERIODS SET FORTH ABOVE. ANY CLAIM FILED TWO (2) YEARS OR MORE AFTER THE DECEDENT'S OATE OF DEATH IS BARRED,

Thefirstpubticationd;ateof thisnoticeis0ctober30,2017.

shannonsuscot t. as Personal Representative
25 North LangDr l e O'fallon,M063366
THOMAS A. FOGT, ESQ.
Attorney for P.R.
700 Col orado Avenue Stu a.rt. Florida. 34994 772/288,3)03
Florida Bar No. 237426
Pub:  October  30 and Novem, ber 6, 2017
TCN 1B04342
IN THE CIRCUITC01JRT FOR ST, LUCIE COUNTY, ftORIDA
PROBATE DIVISION

FileNo.SS2017CPOOlll Division Nineteenth
IN RE; ESTATE OF FRANCIS M, LOUGHLIN
Deceased
NOTICE TO CREDITORS
(Summary Administration)

IN THE CIRCUIT COURT FOR MARTIN COUNTY, ftORIDA
File No,:17-80SCPAXMX INRE:ESTATEOF
GraceE.Gentile,
Deceascld.
NOTICE TO CREDITORS

The administration of the estate of Grace E. Gentile., deceased, whose date of death was October 4th, 2017, is pending in the Circuit Court
% b \:, gr  v1s t  f Ke f °J ::s
East Ocean Stuart . Flor­ names and personal rep,
r	the personal
repr esentative' s attorney are set forth below.

The date of the first publica. tlon of this Notice is October 30,2017.
Personal
f :r: ;ive:
381SWTimberTr. 5tuart.FL34997

Attorneys for Personal R(!pracntati e: EritBlll'tNS,Atty.
311SWT1,nberTrall Stlll..rt,n.l-4'197 fklrida.Ba.r611H2 772-5'-'•Hll
EritD.BHtNt,Etq. fJorida.Ba.rNo.611662
P11b: Octohr 31 ud Navem· btt6,ll11
TCNllUIJI
INTltE c11cun COURT fOR ST. LUCIE COUNTY, ftORIDA PROBATE DIVISION
FILE NO: 201, 7 C,P 001112 DIVISIO N: CROOM

IN RE: ESTATE OF JEFFREY 0, WILSON.
DECEASED.

OOILON	VELASQUEZ MORALES,
Deceased,
NOTICE TD CREDITORS

ALL CLAIMS NOT FILED WITH· IN THE TIME PERIODS SET FORTH 1N SECTION 733.702 OF THE FLORIDA PROBATE CODE WILL BE FOREVER BARRED.

NOTWITHSTANDING THE. TIME PERIODS SET FORTH ABOVE. ANY CLAIM FILED TWO ( 2) YEARS OR MORE AFlER THE DECEDENT'S DATE OF DEATH IS BARRED,

Thedate offirst publicati on ol this notice ls October 30, 2017.

MiamiFL33169
Telephone: (305) 9S, 6 9040 Fax; (30S) 945·290S
Primary Email: Service ®
; b:! J! -co mail: rlta@ srblawyers,com
MARINA MAZARIEGOS,
Personal Repr asontati ve
Pub: October 30 and Novem• ber6,2017
TCN 1803093
IN THE CIRCUIT COURT FDR MART/"4 COUNTY, PROBATE DIVISION
FUe No. 2U1CPIOITUCPA FLORIDA
IN RE: ESTATE OF ROSEMARIE LIPARI DICHHd,
NOTICE TO CREDITORS

n (! D1strtct's Boar Mectin9 Room, 450 SW Utility Orive, Port St. Lucie, Florida 34986. The purpose of  the  hearing Is to receive public comment and objections to (l) the pro. POScd amendmC!nt of Chapter A·l , St . Lucie West Services District General and Pro· cedural Ru le s ( c hapter A·l Amendments8               (2)  the  pro-

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sfon made by the Board wit resp(!cttoanymatterconsld· ercdatthemeetingisadvised
r  hiff  !      c:   h  :       n th at , accord ingly, the per son
: ba dr or n r h!h o cecdinsgis  made,  Including the testimony and evidence upon which such ;appeal is to be based.

All creditors of the decedent and other persons ha lng

WilliamM.Loughlin 7.590akstreet, Portst.Lud11,FL 34952

wNr ocSeLg fv in

Page

Woodstown, NJ 08098	COURT WJTHIN 3 M
AFTER THE DATE OF THE

Corporat1ons of the Florida Department of State,Ta!lahas- f l:.1if rda hl :ihp is i
Sept ember,2017.
Sandpiper Bay Homeowners Association.Inc.
Pub: October J0, 2017

clafms or dem:i.nds ag:i.lnst

Elizabeth L. To

P17ATION OF THIS NOTICE,

TCN 180503S

RESOLUTION NO. 2017-08

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ST. LUCIE WEST SERVICES DISTRICT AMENDING CERTAIN EXIST- ING JOB DESCRIPTIONS AND ADOPTING CERTAIN NEW JOB DESCRIPTIONS FOR DISTRICT EMPLOYEES; AND PROVIDING AN EFFECTIVE DATE.

SECTION 1. AUTHORITY FOR THIS RESOLUTION. This Resolution is adopted pursuant to Sections 120.54, 190.011(5), and 190.035, Florida Statutes.
SECTION 2. FINDINGS. The Board of Supervisors of the St. Lucie West Services District ("Board") hereby finds and determines as follows:
The St. Lucie West Services District ("District") is a local unit of special- purpose government organized and existing under and pursuant to Chapter 190, Florida Statutes, as amended.
The Board is authorized under Chapters 120 and 190, Florida Statutes, to adopt this Resolution as a Rule of the District.
The purpose of this Rule is to amend certain District policies that comprise existing job descriptions of District employees, and to adopt certain new job descriptions of District employees, including job titles, pay grades, minimum qualifications, and ma- jor functions.
This Rule is necessary to establish and maintain employee job descriptions for District employees.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF ST. LUCIE WEST SERVICES DISTRICT:
SECTION  3.  CERTAIN  EXISTING  JOB  DESCRIPTIONS  AMENDED  AND

CERTAIN NEW JOB DESCRIPTIONS ADOPTED.  The Job Descriptions of the employees

of the St. Lucie West Services District designated as Administrative Assistant, Billing Clerk, Public Works Superintendent, Public Works Director/Assistant District Manager, Irrigation Technician I, Irrigation Technician II, Landscape Maintenance Tech/Exotic Plant Removal Foreman, Landscape Maintenance Tech/Exotic Plant Removal Technician, and Assistant Me- chanic are hereby amended to read, and new job descriptions of employees designated as Recep- tionist/Office Assistant, Part-Time Customer Service Representative, Assistant Public Works Director, and Executive Assistant/Human Resources Coordinator are hereby adopted, all to read as set forth in the policies comprising such job descriptions that are attached as Exhibit A.
SECTION 4. EFFECTIVE DATE. This Rule shall become effective on the date of adoption.
APPROVED AND ADOPTED this 5th day of December, 2017.

ST. LUCIE WEST SERVICES DISTRICT
Attest:

 		By:	 Secretary			Vincent J. D’Amico, Chairman
Board of Supervisors

EXHIBIT A

Job Descriptions Amended by Resolution No. 2017-08—Existing Positions:

Administrative Assistant Billing Clerk
Public Works Superintendent

Public Works Director/Assistant District Manager Irrigation Technician I
Irrigation Technician II

Landscape Maintenance Tech/Exotic Plant Removal Foreman Landscape Maintenance Tech/Exotic Plant Removal Technician Assistant Mechanic

Job Descriptions Adopted by Resolution No. 2017-08—New Positions:

Receptionist/Office Assistant

Part-Time Customer Service Representative Assistant Public Works Director
Executive Assistant/Human Resources Coordinator

Public Works Director/Assistant District Manager 2000

Reports to:	District Manager		
Classification:	Exempt
Essential Employee	Division:	
Date:	6-1-08	Approved:	

Grade: E40

Public Works

10-21-08
Revision Date:     6-1-10, 1-17-13, 12-5-17	Revision Approved: 6-1-10, 4-2-13

Job Summary:
Under limited supervision, performs professional and administrative work coordinating and supervising operations of the Public Works Department. Work involves overseeing the staff, operation, and maintenance of the Public Works Facilities. Develop, write, and administer the District’s Public Works budget, Attend Board meetings. This employee must exercise initiative and independent judgment to ensure that the District is safe in accordance with State and Federal regulations. Employee must also exercise tact and courtesy in contact with public officials, developers, contractors, and the general public.

Essential Job Functions
Supervises department employees; which involve such duties as instructing, assigning and reviewing work, maintaining standards, acting on employee problems, selecting new employees, appraising employee performance, recommending promotions, discipline, termination, and salary increases.
Directs and manages daily operations of the staff of managers, supervisors, and the Public Works Department.
Oversees the operation and maintenance of District Facilities.
Interacts with regulatory agencies.
Interfaces with the consulting engineers in matters concerning permitting and facilities expansion.
Attends Board meetings.
Interacts with customers such as handling difficult customers, conducting informational meetings, and conducting facilities’ tours.
Creates solid team spirit and work ethics.
Promotes team participation, formulation and achievement of strategic plans.
Selects staff, provides training and supervision.
Enhances District’s image and goals by providing customer and community visibility and communications.
Coordinates projects to ensure meeting of schedules, budget, design standards and regulatory requirements.
Prepares periodic reports covering a wide variety of activities related to the District.

May speak to homeowners and civic groups on a variety of topics and settle damage claims with homeowners.
Is subject to being called to address operating problems at anytime.
Monitors budgetary expenditures for all divisions of the Public Works Department.
Participates in the budget preparation.
Responsive to the District Managers directives and concerns.
Receives and/or reviews various records and reports including emergency situations, budget preparation and administration, regulatory requirements, customer relations, and various other records, reports, memos, correspondence, etc.
Refers to regulatory statutes, stormwater collection, and collecting drawings; policy and
procedure manuals, codes/laws/regulations, etc.
Operates a variety of office equipment such as fax, copier, calculator, telephone, and computer.
Use of clerical supplies.
Interacts and communicates with various groups and individuals such as the immediate supervisors, employee, customers, Board of Supervisors, Regulatory personnel, consulting engineers, and the general public.
In the absence of the District Manager/Utilities Director, the Public Works Director/Assistant District Manager acts as the interim District Manager.

Additional Job Functions
Prepares and/or generates various records and reports including daily job assignments, memorandums, capital items, and correspondence, etc.
Refers to policy procedure manuals, computer manuals, codes/laws/regulations, publications and text references, etc.
Operates a variety of office equipment, uses computer software such as Microsoft Excel, Word, and Powerpoint.
Interacts and communicates with various groups and individuals such as supervisors, administrative personnel, contractors, Board of Supervisors, and the general public.
Performs related tasks as required.

Qualifications
Requires an Associate’s degree with six to nine years of experience in the stormwater collection, the use of heavy motorized equipment, preferably in public works field; or any equivalent combination of training and experience which provides the required skills, knowledge, and abilities. Five to seven years of wetland management and storm water maintenance. Possession of a valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, etc. Must be able to operate a variety of heavy motorized machinery and equipment. Must be able to exert up to 100 lbs. of force occasionally, and 50 lbs of force frequently, and up to 25 lbs of force constantly to move objects. Physical demand requirements are for medium to heavy work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment. Requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent  from obvious standards)  of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of technical reports, letters and memos, budget reports, diagrams, etc. Requires the ability to prepare correspondence, reports, forms, budgets, studies, assessments, contracts, purchase orders, etc; using prescribed formats and conforming to all rules of punctuation and grammar, diction, and style. Requires the ability to speak before groups of people with poise, voice control confidence.

Physical Communication: Requires the ability to talk and/or listen (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques; to make independent judgments in absence of supervision; to acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract totals, multiply and divide, determine percentages and decimals, statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Public Works Department as it pertains to the duties of the Public Works Director/Assistant District Manager. Has thorough knowledge of the operating principles and practices, and maintenance requirements of stormwater collection. Has considerable knowledge of the principles of plumbing and hydraulics as related to stormwater systems. Has considerable knowledge of the occupational hazards and safety precautions of public utilities work. Has working knowledge of the occupational hazards involved and proper safety precautions necessary for the proper operation of varied construction and maintenance equipment. Has working knowledge of the tools, materials and supplies used in the maintenance of the District Storm water system, is skilled in the operation of trucks, and motorized equipment. Is skilled in the servicing, and care of motorized equipment. Has considerable knowledge of the financing sources and programs available through State and Federal funding agencies for construction and expansion of storm water systems, and of the requirements and standards for obtaining and retaining State and Federally funded programs. Has considerable knowledge of the principles and practices of supervision, organization, and public administration. Has considerable knowledge of the current literature, trends, and development in the field of public works operations and administration. Is able to use common office machines, including popular computer-drive word processing, spreadsheet and file maintenance programs. Is able to plan, assign, and coordinate the work of a large professional and technical staff. Is able to prepare budget and monitor department expenditures. Is able to prepare clear and comprehensive financial, administrative and analytical reports. Is able to effectively express ideas orally and in writing. Is able to establish and maintain effective working relationship with State officials, developers, contractors, and as otherwise necessitated by work assignments.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments and  divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with a minimum of supervision and instruction.

Attendance: Attends work regularly and on time with a minimum of tardiness and absences and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for completion of work with minimal supervision and instruction. Conveys

initiative and enthusiasm to others. Anticipates potential problems and needs and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems or  situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction, direction; and strives to meet the goals and objectives of the same. Questions such instruction and direction when clarification of results or consequences are justified; i.e., poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time of completion of elements of work and establishes  a  personal schedule accordingly. Attends meetings, planning sessions and discussions on time. Implements  work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Public Works Superintendent 2001

Grade: E28

Reports to:	Assistant Public Works Director
Public Works Director

Classification:	Exempt	Division:	Public Works Essential Employee
Date:	10-6-08	Approved:	10-21-08
Revision Date:	6-1-10, 12-5-17	Revision Approved: 6-1-10

Job Summary:
Performs difficult technical and intermediate administrative work supervising the maintenance and repair of District Public Works facilities within the District. Supervision is exercised over all District Public Works personnel. Work is performed under regular supervision.

Essential Functions
Plans, organizes, directs, and schedules work projects and assigns staff and equipment.
Inspects maintenance, repair, and installation sites; gives technical advice to assist personnel.
Trains and instructs personnel as necessary.
Checks projects for progress and conformance to work plans and orders.
Receives requests for emergency and unscheduled work and coordinates completion of tasks.
Prepares a variety of reports; assists with preparing and monitors budget.
Oversees landscape maintenance.
Makes certain all safety regulations are followed.
Handles resident calls regarding vegetation and drainage complaints.
Checks and monitors lake levels, and aquatic vegetation.
Oversees the operation of the Districts storm water system.
Monitors wetlands and preserves.
Supervises the cutting of grass and bush hogging the right of ways and lake banks within the District.
Evaluates and maintains District drainage and storm water control ditches, swales, structures and ponds.
Supervise contractors, and District personnel in the cleaning of ditches, swales, gutters, culverts catch basins and other drainage structures.
Per the direction of the Public Works Director and District Engineer, inspects all laying of storm water pipe, and drainage structure construction with in the District.
Has the ability to operate light to heavy equipment.
Oversees the setup of large diesel transfer pumps.

Interacts with the IT SCADA software supporter on system malfunction, operation, and troubleshooting.
Interacts with H.O.A’s and other associations regarding a variety of District functions.
Job requires storm water certifications.
Monitors District Storm Water Retention Ponds elevations along with operating District Control gates via SCADA system.

Additional Job Functions
Prepares and/or generates various records and reports including daily job assignments, memorandums, capital items, and correspondence, etc.
Refers to policy procedure manuals, computer manuals, codes/laws/regulations, publications and text references, etc.
Operates vehicles, heavy equipment, and a variety of office equipment.
Uses measuring wheels, soil probes, dissolved oxygen meters, chemicals, fertilizers, mulch Asphalt, etc.
Uses computer software such as Microsoft Excel, and Word.
Interacts and communicates with various groups and individuals such as supervisors, administrative personnel, contractors, Board of Supervisors, and the general public.
Performs other tasks as assigned by the supervisor.

Qualifications
Requires an Associate’s Degree with six to nine years of experience in the stormwater field and the use of heavy motorized equipment, preferably in public works field; or any equivalent combination of training and experience which provides the required skills, knowledge, and abilities. Possession of a valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, etc. Must be able to operate a variety of heavy motorized machinery and equipment. Must be able to exert up to 100 lbs. of force occasionally, and 50 lbs of force frequently, and up to 25 lbs of force constantly to move objects. Physical demand requirements are for medium to heavy work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment. Requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception, peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent  from obvious standards)  of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of technical reports, letters and memos, budget reports, diagrams, etc. Requires the ability to prepare correspondence, reports, forms, budgets, studies, assessments, contracts, purchase orders, etc; using prescribed formats and conforming to all rules of punctuation and grammar, diction, and style. Requires the ability
to speak before groups of people with poise, voice control confidence.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques; to make independent judgments in absence of supervision; to acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract totals; multiply and divide, determine percentages and decimals, statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Public Works Department as it pertains to the duties of the Public Works Superintendent. Has considerable knowledge of ditching machines, boring machines, hydro hammers, concrete pipe saws, and other equipment used in the stormwater collection system maintenance.
Has working knowledge of occupational hazards.
Has a working knowledge of the tools, materials and supplies used in the repair and maintenance of a stormwater collection system.
Is skilled in the operation of trucks and motorized equipment.
Has considerable knowledge of the principals and practices of supervision, organization, and public administration.
Has knowledge of the current literature, trends, and development in the field of operations and administration. Is able to use common office machines, including computer word processing,

SLWSD Rules, Policies and Manuals_No. 8 of Job Descriptions_Code 2001	Page 3 of 5
Draft of revisions for Board Review at Nov 7, 2017 Board Meeting
Page 28

spreadsheets and file maintenance programs. Is able to plan, assign, and coordinate the work of a medium size professional and technical staff. Is able to assist in preparing a budget and monitor departments expenditures. Is able to effectively express ideas orally and in writing. Is able to understand and follow oral and written instructions. Is able to train less skilled workers in the safe operation of motorized equipment used in the Public Works Department. Is able to perform physical labor for extended periods of time, possibly under arduous conditions. Is able to establish and maintain effective working relationships as necessitated by work assignments.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all  departments  and divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting  deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time with a minimum of tardiness and absences and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and  needs;  recommends  or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems  or  situations as they occur and specifies decision objectives. Identifies or assists in identifying  alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction, direction, and feedback; strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified, i.e., poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the

position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time of completion of elements of work and establishes  a  personal schedule accordingly. Attends meetings, planning sessions and discussions  on time.  Implements  work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Irrigation Technician I 2003

Grade: 11

Reports to:	Wastewater Treatment Plant Chief Operator Assistant Utilities Director / Utilities Director

Classification:	Non Exempt Essential Employee	Division:	
Date:	6-1-08	Approved:	

Utilities

10-21-08
Revision Date:    6-1-10, 12-5-17	Revision Approved: 6-1-10

Job Summary:
Performs intermediate to highly skilled work in the repair, maintenance, and care of irrigation system and pumps. Assists with device inspections and oversight of the Cross-Connection Control Program. Work is performed under regular supervision. May have limited supervision from the Irrigation Technician II.

Essential Job Functions
Operates wire-tracking device locating irrigation wires.
Operates trencher and knowledge of operating procedures.
Repairs and maintains irrigations systems and pumps.
Digs ditches for irrigation lines.
Helps disassemble pumps, replaces defective parts, and reassembles pump.
Checks all irrigation pump stations for leaks and ensures proper operation.
Checks all irrigation pump stations for proper operation and trouble shooting.
Checks clocks, timers, valves, and heads.
Replaces missing heads, repairs broken heads, and repairs broken irrigation lines.
Repairs hydraulic irrigation systems.
Monitors Central computer system for operation of irrigation pump stations.
Operates and trouble shoots field irrigation pump stations.
Operates and trouble shoots field irrigation pump stations chlorine and other chemical injection systems.
Does work orders and handles customer complaints.
Performs routine and scheduled maintenance of irrigation systems and pump stations.
Responsible for flushing of dead-end Irrigation Mains.

Additional Job Functions
Makes monthly inspections of areas using reclaimed water per EPA guidelines. Responds to call after hours.
Makes a list of necessary supplies, parts, equipment, and tools to be stocked on repair truck. Drives District repair truck.
Performs other tasks as assigned by the supervisor.

SLWSD Rules, Policies and Manuals_No. 8 of Job Descriptions_Code 2003	Page 1 of 4

Qualifications
Requires a high school diploma or GED equivalent and some experience in pump maintenance or irrigation work. Possession of a valid state of Florida class E driver’s license. Must acquire a State Backflow Testing Certification License within two years. Must acquire a Reclaimed Water Certification within two years. Position may require other special licenses and certificates

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be able to lift, carry and push articles weighing up to 50 lbs. Must wear personal protection equipment where required by the manufacturer of the equipment used, such as hard hat/helmet, safety glasses, goggles, safety belt, safety shoes/boots, hearing protectors, safety harness, and gloves. Able to withstand and manage exposure to extreme temperatures, animals/insects noise, vibration, dust, vapors, fumes, mist, smoke, toxic metals, and moving mechanical parts.

Manual Dexterity: Requires the ability to handle, grasp, lift, and move a variety of items such as maintenance equipment and tools. Must have good eye, hand, and foot coordination. Must be able to drive a vehicle.

Motor Coordination: Requires the ability coordinate hands and eyes rapidly and accurately in using maintenance equipment.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception, peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of work orders, reports, correspondence, etc. Requires the ability to prepare work orders, correspondence, reports, forms, etc.; using prescribed formats. Requires the ability to speak with poise, voice control and confidence.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to apply principles of logical to define problems, collect data, establish facts, and draw valid conclusions; to interpret an extensive variety of technical instructions  in mathematical or diagrammatic form; and to deal with several abstract and concrete variables.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract totals; multiply and divide; determine percentages and decimals; statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under tight deadlines and when confronted with emergency situations.

PERFORMANCE INDICATORS

Knowledge of Work: Has thorough knowledge of the methods, policies, and procedures of the Utilities Department as they pertain to the performance of duties of the Irrigation Technician I. General knowledge of the tools, materials, and equipment used in irrigation system maintenance and repair work. Thorough knowledge of materials, equipment, tools and techniques of irrigation system repair and maintenance. Knowledge of safety precautions applicable to the duties of the job. Able to understand and follow oral and written instructions. Ability to use common hand tools. Ability to operate required machinery and equipment. Ability to perform manual labor for extended periods of time. Ability to direct the work of others. Skills in the operation, maintenance, and repair of electric and mechanical irrigation controllers. Ability to establish and maintain effective working relationships with associates. Has general knowledge of the occupational hazards and proper safety training.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments and divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting  deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time. Adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and  needs;  recommends  or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies  problems  or  situations as they occur and specifies decision objectives. Identifies or assists in identifying  alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction, direction, and feedback; strives to meet the goals and objectives of the same. Questions such instruction and direction when clarification of results or consequences are justified; i.e., poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the St. Lucie West Services District organization and personally demonstrates a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time and cost of completion of elements of work and establish a personal schedule accordingly. Attends meetings, planning sessions and discussions on  time.  Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual, as well as the Collective Bargaining Agreement pertaining to the particular unit. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Irrigation Technician II 2004

Grade: 12

Reports to:	Wastewater Treatment Plant Chief Operator Assistant Utilities Director / Utilities Director

Classification:	Non-Exempt	Division:	Utilities Essential Employee
Date:	6-1-08	Approved:	10-21-08
Revision Date:	6-1-10, 12-5-17	Revision Approved: 6-1-10

Job Summary:
Performs intermediate to highly skilled work in the repair, maintenance, and care of irrigation system and pumps. Responsible for the maintenance and repair of irrigation systems on District medians and rights of ways, as well as common ground areas. Assists with device inspections and oversight of the Cross- Connection Control Program. Assists with the management of the Cross-Connection Control Program and Records Database. Supervision may be exercised over semi-skilled workers. Work is performed under regular supervision.

Essential Job Functions
Supervises and participates in the installation, repair, and maintenance of irrigation systems
Repairs irrigation system controllers and plumbing problems on District property.
Replaces seals and impellers on irrigation pumps
Monitors controllers and automatic systems.
Schedules daily work assignments.
Troubleshoots system malfunctions; locates leaks.
Monitors watering time and cycles on controllers.
Monitors daily the SCADA software for malfunctions in the irrigation system.
Troubleshoots electric and mechanical controllers and assists Irrigation Technician I daily.
Interacts with Wastewater Treatment Plant Chief Operator and the IT SCADA software supporter on systems operations and troubleshooting.
Consults with City staff on the operation of irrigation systems on City owned medians and Rights of ways.
Does work orders and handles customer complaints.
Interacts with H.O.A.s and other associations regarding volume of water and irrigation pressures.
Performs shut down and turn on of individual systems at point of entry.
Operates trenching machines.
Operates small excavators.
Drives District service truck when working on call schedule.
Digs ditches for irrigation lines.
Helps disassemble pumps, replace defective parts, and reassembles pumps.
Operates and troubleshoots irrigation pump stations.
Operates and troubleshoots field irrigation chlorine and other chemical injection systems.
SLWSD Rules, Policies and Manuals_No. 8 of Job Descriptions_Code 2004	Page 1 of 4

Replaces missing heads and repairs broken heads.
Orders supplies, chemicals for safe operation of pump stations and distribution system.
Performs routine and scheduled maintenance of irrigation systems and pump stations.
Coordinates and communicates with contractors working within District.
Maintains defined log books for different operations.
Maintains an inventory log for all reclaimed property and supplies.
Oversees the flushing program for Irrigation Mains.

Additional Job Functions
Makes monthly inspections of areas using reclaimed water per EPA guidelines. Responds to call after hours.
Makes a list of necessary supplies, parts, equipment, and tools to be stocked on repair truck. Drives District repair truck.
Prepares monthly operations reports and tracks monthly usage from irrigation pump stations. Submits reports to the proper Regulatory Agencies
Performs other tasks as assigned by the supervisor.

Qualifications

Requires a high school diploma or GED equivalent, and some experience in pump maintenance or irrigation work. Possession of a valid state of Florida class E driver license. Must have a State Backflow Certification License. Reclaimed Water Certification. Position may require other special licenses and certificates. Experience in supervising unskilled to semiskilled personnel.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be able to lift, carry and push articles weighing up to 80 lbs. Must wear personal protection equipment where required by the manufacturer of the equipment, such as hard hat/helmet, safety glasses, goggles, safety belt, safety shoes/boots, hearing protectors, safety harness, and gloves. Able to withstand and manage exposure to extreme temperatures, animals/insects noise, vibration, dust, vapors, fumes, mist, smoke, toxic metals, and moving mechanical parts.

Manual Dexterity: Requires the ability to handle, grasp, lift, and move a variety of items such as maintenance equipment and tools. Must have good eye, hand, and foot coordination. Must be able to drive a vehicle.

Motor Coordination: Requires the ability coordinate hands and eyes rapidly and accurately in using maintenance equipment.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception, peripheral vision,

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of work orders, reports, correspondence, etc. Requires the ability to prepare work orders, correspondence, reports, forms, etc., using prescribed formats. Requires the ability to speak with poise, voice control and confidence.

Physical Communication: Requires the ability to talk and/or listen (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to apply principles of logical to define problems, collect data, establish facts, and draw valid conclusions; to interpret an extensive variety of technical instructions in mathematical or diagrammatic form; and to deal with several abstract and concrete variables.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract totals; multiply and divide, determine percentages and decimals, statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under tight deadlines and when confronted with emergency situations.

PERFORMANCE INDICATORS

Knowledge of Work: Has thorough knowledge of the methods, policies, and procedures of the Utilities Department as they pertain to the performance of duties of the Irrigation Technician II. General knowledge of the tools, materials, and equipment used in irrigation system maintenance and repair work thorough knowledge of materials, equipment, tools and techniques of irrigation system repair and maintenance.  Knowledge  of safety precautions applicable to the duties of the job. Ability to understand and follow oral and written instructions. Ability to use common hand tools. Ability to operate required machinery and equipment. Ability to perform manual labor for extended periods of time. Ability to direct the work of others. Skilled in the operation, maintenance, and repair of electric and mechanical irrigation controllers. Ability to establish and maintain effective working relationships with employees. Has general knowledge of the occupational hazards and proper safety training.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any deficiencies that occur in areas of responsibility. Maintains high quality communication and interfaces with all departments and divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities  as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time. Adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and needs; recommends  or  initiates  appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction, direction, and feedback; strives to meet the goals and objectives of the same. Questions such instruction and direction when clarification of results or consequences are justified; i.e., poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the St. Lucie West Services District organization and personally demonstrates a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time and cost of completion of elements of work and establish a personal schedule accordingly. Attends meetings, planning sessions and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines and events.  Is sensitive to  work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual, as well as the Collective Bargaining Agreement pertaining to the particular unit. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Landscape Maintenance Tech/ Exotic Plant Removal Foreman 2015
Grade: 16

Reports to:	Assistant Public Works Superintendent

Classification:	Non Exempt	Division:	Public Works Essential Employee
Date:	6-1-08	Approved:	10-21-08
Revision Date:	6-1-10, 12-5-17	Revision Approved: 6-1-10
Job Summary:

Under general supervision performs a wide variety of landscape maintenance functions including the removal of exotic plant material from wetlands, wetland buffers, and preserves within the District. Performs intermediate skilled work supervising and participating in the maintenance of improved landscape areas as well as the removal of exotic plant material from wetlands, wetland buffers, and preserve areas. Limited supervision is exercised over a small crew of unskilled and semiskilled workers.

Essential Job Functions
Assigns work and ensures that the crew is started with assignments in the morning.
Reviews and monitors daily work of employees.
Maintains turf grass, shrubbery, and trees including planting, watering, trimming, mowing, edging, fertilizing, and weed and pest control.
Trims hedges and shrubs with hand shears or power edgers, prunes, and trims trees and palms. Removes dead trees and exotic trees and plants using hand saws, chainsaws, and clippers.
Operates blower for cleaning sidewalks and asphalt areas of gravel and small debris.
Maintains care and upkeep of equipment and tools.
Works with large and small tree chippers safely.
Reports any situation that might be potentially hazardous for pedestrians to Public Works Superintendent.
Receives and/or reviews verbal instructions and on the job training.
Operates vehicles such as trucks, mowers, and support equipment, etc.
Assists the equipment operators.
Interacts and/or communicates with groups and individuals including the immediate supervisor, co-workers, and the general public.
Operates and directs the use of available equipment, materials, and personnel to obtain maximum effectiveness and economy.
Inspects maintenance, repair and instillation sites, and gives technical advice and assistance to personnel.
Attends Managers meeting as well as staff meetings.
Monitors Storm Water retention pond elevations, along with operating control gates via SCADA System

Additional Job Functions
Performs disaster relief.
Provides assistance with various crews. Performs cleaning.
Performs other tasks as assigned by the supervisor.

Qualifications
General knowledge and methods of practice of and the equipment and tools in the repair and/or maintenance of landscape and related facilities. Thorough knowledge of turf conditions related to irrigation and water requirements. Thorough knowledge of the operation of large and small turf equipment. Knowledge of the occupational hazards and safety precautions of the work related equipment operations. Skilled in the use of the equipment and tools for the landscape trade. The ability to prepare semi detailed reports. The ability to supervise the work of semiskilled or unskilled workers and establish and maintain effective working relationships with employees. Possession of a valid Florida driver’s license if required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of machinery and equipment including tractors, lawn mowers, welders, rakes, and power and hand tools etc. Must be able to exert up to 80 pounds of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects. Physical demand requirements are for Medium Work.

Manual Dexterity: Requires the ability to handle a variety of items such as hand tools and janitorial equipment. Must have minimal levels of eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes rapidly and accurately in using power and hand tools.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width, and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color, visual acuity to determine depth perception, peripheral vision, inspection for small parts, prepare and analyze written or computer data, etc.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable, functional, structural or compositional characteristics (whether similar or divergent from obvious standards) of data, people or things.

Interpersonal Communication: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes giving receiving instructions, assignments, or directions from superiors.

Language Ability: Requires the ability to read simple forms, and prepare time sheets and leave slips using prescribed format.

Physical Communication: Requires the ability to talk and/or listen: (Talking: expressing or exchanging ideas by means of spoken words. Hearing: perceiving nature of sounds by ear.) Must be able to communicate via a telephone.

Intelligence: Requires the ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions with problems involving a few concrete variables in or from standardized situations.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; to add and subtract, multiply and divide totals, and utilize decimals and percentages.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under minimal levels of stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Public Works Department as they pertain to the performance of the duties of the Landscape Maintenance/ Exotic Plant Removal Foreman. Has working knowledge of basic grounds keeping practices and procedures of the department as they pertain to the performance of duties. Has working knowledge of pruning, spraying and trimming requirements of shrubs and trees. Has working knowledge of hazards and applicable safety requirements of area of assignment and equipment and machines used. Has some knowledge of the maintenance and repair of small gasoline engines. Has some knowledge of and is able to use equipment, materials and tools used in the construction and maintenance trades. Is skilled in the use of mowers, pruners and other grounds maintenance equipment and tools. Is able to perform strenuous work under varying weather conditions. Is able to understand and follow oral instructions. Is able to establish and maintain effective working relationships as necessary by work assignments.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interacts within department and division, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards, and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant, and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for completion of work with a minimum of supervision and instruction

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under minimal levels of stress. Initiates proper and acceptable direction for completion of work with minimal supervision and instruction.

Judgment: Exercises analytical judgment in areas of responsibility. Identifies problems or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations, and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified; i.e. poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons within the depart- ment.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes a personal schedule accordingly. Attends meetings, planning sessions, and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Strives to see that the standards are not violated. Maintains a clean and orderly workplace.
District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Landscape Maintenance Tech/ Exotic Plant Removal Technician
2016
Grade: 10

Reports to:	Assistant Public Works Superintendent

Classification:	Non Exempt	Division:	Public Works
Date:	6-1-08	Approved:	10-21-08
Revision Date:	6-1-10, 12-5-17	Revision Approved: 6-1-10
Job Summary:
Under general supervision performs a wide variety of landscape maintenance functions including the removal of exotic plant material from wetlands, wetland buffers, and preserves within the District. Performs manual work such as digging, raking, sweeping, and hoeing.
Essential Job Functions

Maintains turf grass, shrubbery, and trees including planting, watering, trimming, mowing, edging, fertilizing, and weed and pest control.
Trims hedges and shrubs with hand shears or power edgers, prunes, trims trees, and palms.
Removes dead trees and exotic trees and plants using hand saws, chainsaws, and clippers.
Operates blower for cleaning sidewalks and asphalt areas of gravel and small debris.
Maintains care and upkeep of equipment and tools.
Works with large and small tree chippers safely
Reports any situation that might be potentially hazardous for pedestrians to supervisor.
Receives and/or reviews verbal instructions and on the job training.
Operates vehicles such as trucks, mowers, and support equipment, etc.
Assists the equipment operators.
Interacts and/or communicates with groups and individuals including the immediate supervisor, coworkers, and the general public.
Additional Job Functions
Performs disaster relief.
Provides assistance with various crews. Performs cleaning.
Performs other tasks as assigned by the supervisor.

Qualifications
Skilled in safe use of hand tools such as shears, hoes, pruners, weed eaters, power edgers. Small lawnmowers, chainsaws and tree chippers. General knowledge of planting techniques. Proper method of operating motorized equipment. Possession of a valid Florida driver’s license is required.

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Draft of revisions for Board Review at Nov 7, 20P1a7gBeo4a3rd Meeting

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of machinery and equipment including tractors, lawn mowers, welders, rakes, and power/hand tools, etc. Must be able to exert up  to 80 pounds of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds of force constantly to move objects. Physical demand requirements are for medium work.

Motor Coordination: Requires the ability to coordinate hands and eyes rapidly and accurately in using power and hand tools.

Manual Dexterity: Requires the ability to handle a variety of items such as hand tools and janitorial equipment. Must have minimal levels of eye, hand, and foot coordination.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width, and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color, visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable, functional, structural or compositional characteristics (whether similar or divergent from obvious standards) of data, people, or things.

Interpersonal Communication: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes giving receiving instructions, assignments, or directions from superiors.

Language Ability: Requires the ability to read simple forms and prepare time sheets and leave slips using prescribed format.

Physical Communication: Requires the ability to talk and/or hear (talking – expressing or exchanging ideas by means of spoken words; hearing – perceiving nature of sounds by ear.). Must be able to communicate via a telephone.

Intelligence: Requires the ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions with problems involving a few concrete variables in or from standardized situations.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; to add and subtract, multiply and divide.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under minimal levels of stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Public Works Department as they pertain to the performance of the duties of the Landscape Maintenance/Exotic Plant Removal Technician. Has working knowledge of basic grounds keeping practices and procedures of the department as they pertain to the performance of duties. Has working knowledge of pruning, spraying, and trimming requirements of shrubs and trees. Has working knowledge of hazards and applicable safety requirements of area assignment and equipment and machines used. Has working knowledge of construction techniques involved with the actual erection and maintenance of buildings and other structures. Knowledge of the maintenance and repair of small gasoline engines. Knowledge of and is able to use equipment, materials, and tools used in the construction and maintenance trades. Is skilled in the use of mowers, pruners, and other grounds maintenance equipment and tools. Is able to perform strenuous work under varying weather conditions. Is able to understand and follow oral instructions. Is able to establish and maintain effective working relationships as necessary by work assignments.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interacts within department and division, co-workers, and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards, and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human, and conceptual areas.

Attendance: Attends work regularly and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant, and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction.

Judgment: Exercises analytical judgment in areas of responsibility. Identifies problems or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations, and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified; i.e. poor communications, variance with policy or procedures, etc. Offers suggestions and

recommendations to encourage and improve cooperation between all staff persons within the department.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes a personal schedule accordingly. Attends meetings, planning sessions, and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Strives to see that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Grade: 14

Assistant Mechanic 2017

Reports to:	Mechanic Shop Foreman
Public Works Director, Utilities Director
Classification:	Non Exempt	Division:	Utilities /Public Works Essential Employee
Date:	6-1-08	Approved:	10-21-10
Revision Date:	6-1-10, 12-5-17	Revision Approved: 6-1-10, 12-5-17
Job Summary:

Responsible for a variety of duties related to manual work in the maintenance and operation of the vehicles and equipment owned and used by the Services District. Work is performed under the primary supervision of the Mechanic/Shop Foreman.

Essential Job Functions
Schedules equipment and vehicle repairs.
Performs vehicle and equipment repairs.
Performs emergency repairs.
Helps in maintaining inventory parts and supplies.
Keeps records and generates reports of defective equipment and vehicles including repair reports.
Repairs major vehicle and equipment systems and components such as power plant, drive train, cooling and steering, and suspensions.
Repairs systems such as electrical, hydraulic, air-conditioning, brakes and body, and computer systems on vehicles.
Road tests vehicles for adequacy and completeness of repairs.
Additional Job Functions
Meets with Supervisors regarding the priority of scheduling repairs.
Operates equipment such as trucks, motor vehicles, heavy tractors, and hand held power tools. Assist in yard duties at any time.
Performs repairs in the field to broke down units Assists in cleaning up shop.
Repairs shop equipment and tools.
Uses brake lathe, press, balancers, grinders, cutting torches, welders, computer analyzers, probes, electrical system diagnostics, hand tools, pneumatic tools, lubrication and fluids, small hardware, replacement parts, tires, etc.
Use computer software.
Performs routine preventative maintenance on District owned vehicles.
Inspects vehicles and equipment to ensure they comply with statutory safety requirements. Repairs and maintains marine equipment.
Performs other tasks as assigned by the supervisor.
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Draft of revisions for Board Review at Nov 7, 2017 Board Meeting
Page 47

Qualifications

Requires a high school diploma or GED equivalent or vocational school. Possession of valid State of Florida Class “B” driver’s license or ability to obtain a “B” drivers license within three (3) months of hire. Must have a strong vehicle and equipment background, able to diagnose mechanical problems on new and old vehicles. Must have at least two years experience in vehicle and equipment repair shop.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be able to lift, carry and push articles weighing up to 50 lbs. Must wear personal protection equipment where required by the manufacturer of the equipment used such as hard hat/helmet, safety glasses, goggles, safety belt, safety shoes/boots, hearing protectors, safety harness, and gloves. Able to withstand and manage exposure to extreme temperatures, animals/insects noise, vibration, dust, vapors, fumes, mist, smoke, toxic metals, and moving mechanical parts.

Manual Dexterity: Requires the ability to handle a variety of items such as hand tools and janitorial equipment. Must have minimal levels of eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes rapidly and accurately in using power and hand tools.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width, and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable, functional, structural or compositional characteristics (whether similar or divergent from obvious standards) of data, people or things.

Interpersonal Communication: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes giving receiving instructions, assignments or directions from superiors.

Language Ability: Requires the ability to read simple forms. Requires the ability to prepare time sheets and leave slips using prescribed format.

Physical Communication: Requires the ability to talk and hear: (Talking: expressing or exchanging ideas by means of spoken words. Hearing: perceiving nature of sounds by ear.) Must be able to communicate via a telephone.
Intelligence: Requires the ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions with problems involving a few concrete variables in or from standardized situations.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; to add and subtract, multiply and divide, utilize decimals and percentages.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under minimal levels of stress.

PERFORMANCE INDICATORS

Knowledge of Work: Has thorough knowledge of the methods, policies, and procedures of the Project Maintenance and Utilities Department as they pertain to the performance of duties of the Assistant Mechanic. Has considerable knowledge of the principles of electrical, mechanical, and hydraulic maintenance equipment. Has considerable knowledge of the common practices, tools, methods and techniques used in the electrical and mechanical maintenance, carpentry, and plumbing trades. Has general knowledge of the occupational hazards and proper safety training

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interacts within department and division, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards, and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human, and conceptual areas.

Attendance: Attends work regularly and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for completion of work with minimal supervision and instruction.

Judgment: Exercises analytical judgment in areas of responsibility. Identifies problems or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified; i.e., poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons within the department.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes a personal schedule accordingly. Attends meetings, planning sessions, and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Strives to see that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to both the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Administrative Assistant
3002

Grade: 16

Reports to:	Director of Office Administration

Classification:	Non Exempt	Division:	Utilities/Public Works
Date:	6-1-08	Approved:	10-21-08
Revision Date:	6-1-10, 2-5-13, 12-5-17	Revision Approved: 6-1-10, 4-2-13
Job Summary:
Under general supervision performs clerical and administrative duties to support the District Manager, Utilities Director, Public Works Director, and Director of Office Administration. Work involves some advanced and skilled secretarial duties, processing correspondence, employee information, payroll, purchase orders, invoices, and other office duties as required. Perform backup duties for the Billing Clerk and the Executive Assistant / Human Resources Coordinator.
Essential Job Functions

Supports with office functions and serves as aide to the District Manager, Utilities Director, Public Works Director, and Director of Office Administration.
Oversees payroll system to ensure information is accurate and available in a timely manner for final processing.
Works with the Management to process employee paperwork for health, life, dental insurance, immunizations, worker compensation, and submits to appropriate agencies.
Assists Management with the preparation and updates of correspondence, spreadsheets and reports.
Maintains master asset list and submits asset information to update insurance policy.
Processes petty cash, expense reports, check requests
Processes general and utilities fund deposits per management.
Coordinates the acquisition of employee uniforms.
Monitors and maintain office supplies as needed for the District.
Assists in identifying, operating and troubleshooting office hardware and software including: copier, printer, office phones, cell phones, alarm, gate malfunction, etc.
Interacts and communicates with various groups and individuals such as the immediate manager, district management, customers, co-workers, builders, management company staff, board of supervisors, city officials, vendors, HOA, IOA COA and the general public.
Tracks paid time off for payroll purposes.
Assists with training and travel arrangements and process reimbursement according to District policies.
Assists with the acquisition of hardware and software.

Assists with the renewal of service agreements for software such as: Wonderware software for the Scada system, the firewall located at the administration building and others as needed.
Performs research and retrieval of records for vendor issues as well as other project as needed.
Assists with audio and visual setup for Board Meetings and attend meetings upon request. 18.
Maintains and completes Utilities and General Fund purchase orders to process District invoices and research issues prior to approval.
Backs up the Billing Clerk duties as needed.
Backs up the Executive Assistant/Human Resources Coordinator.
Assist as backup with employee related benefits.

Additional Job Functions
Use computer software such as MS Word, Excel, Powerpoint, Adobe Reader, payroll and billing software.
Provides information in person and by telephone regarding services provided by the District. Informs customers of policies and procedures, regulation fees, and District tariffs.
Works with customers to answer billing questions, and resolve any issues. Assists with opening and sorting mail.
Operates calculator, personal computer, and other standard office equipment. Assist Management with special projects.
Performs other tasks as assigned.

Qualifications
Requires a high school diploma with two to five years of experience in administrative work; or any equivalent combination of education and experience that provides the required knowledge skills and abilities to perform this job. General knowledge of standard office procedures, practices, and equipment. General knowledge of utilities service connection and termination procedures, billing, and collections. The ability to understand and follow oral and written directions. The ability to establish and follow detailed work procedures. Skilled in the use of a variety of office machines, computer equipment, and computer software such as MS office. The ability to establish and maintain effective working relationships with District residents and customers. Possession of a valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, envelope stuffer, postage machine, etc. Must be physically able to exert up to ten pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Work is rated as light work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment. Requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width, and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from  obvious standards) of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of reports, records, forms, etc. Requires the ability to prepare cash reports, deposit slips, and other related forms using prescribed formats. Requires the ability to speak to people with poise, voice control and confidence.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques; to make independent judgments in absence of supervision, and acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract, multiply and divide totals. Determine percentages and decimals and statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the District as they pertain to the performance of duties of the Administrative Assistant. Has thorough knowledge of the principles, practices, goals, and programs of the District. Is able to analyze

technical and statistical information, and to prepare technical and other reports. Is able to make sound, educated, independent decisions. Is able to effectively communicate with various types of groups and individuals such as board members, department employees, co-workers, trainees, sales representatives, civic and governmental leaders, computer consultants, and the general public. Is able to use judgment and discretion in carrying out duties and responsibilities. Have good human relations and technical skills.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments and divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time with minimum tardiness and absences, adheres  to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant, and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and needs and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems or situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions  in  accordance  with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations, and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives. Questions such instruction and direction when clarification of results or consequences are justified; i.e. poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes a personal schedule accordingly. Attends meetings, planning sessions, and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Billing Clerk 3003

Grade: 16

Reports to:	Director of Office Administration

Classification:     Non Exempt	Division: Utilities
Date:	6-1-08	Approved:	10-21-08
Revision Date:     6-1-10, 2-5-13, 12-5-2017	Revision Approved: 6-1-10, 4-2-13

Job Summary:
Under general supervision this position is responsible for billing and clerical duties in the operation of the Districts Utilities Department. Work involves processing monthly residential and commercial billing functions, such as preparing equipment for meter reading, working with different departments to ensure accurate billing and completion of all billing and reporting processes. Perform backup duties for the Administrative Assistant, Human Resources and assist with benefit coordination functions.

Essential Job Functions
Completes daily and monthly processes related to billing.
Prepares daily deposits and reviews for accuracy to ensure prompt daily deposits to District bank accounts.
Generates and ensures accuracy of monthly billing.
Works in conjunction with the Underground Utilities Superintendent and the Underground Utilities Assistant Superintendent to ensure daily coordination of work flow for meter readings.
Loads and unloads hand held meter reading devices to ensure correct and accurate billing.
Advises Utilities Director of applications for service from residential and/or commercial connections.
Assists the Utilities Director in reviewing various reports including new construction ERC’s, meter reading, and various other records, reports, memos and correspondence.
Assists the Utilities Director in deciphering, categorizing, and calculating residential and commercial ERC’s.
Collect, apply, and deposit ERC payments.
Runs monthly bills and prepares for mailing and distribution.
Runs monthly final bill notices on delinquent accounts and prepares them for mailing.
Runs lock-off register and ensure all delinquent accounts that have been final noticed are locked off with the assistance of the customer service and underground utilities staff.
Assists Customer Service Representatives “CSR” with billing questions and resolves issues concerning bills according to District policies, procedures, and the District Tariff.
Accepts complaints and courteously analyzes any problems.
Monitors the research, and collection of monies owed to the District from inactive or delinquent accounts.

Create and process customer letters.
Prepares month end reports to ensure accuracy prior to forwarding reports to the District Finance Department.
Processes automatic bank drafts and other payment processes.
Prepares copies of deposit receipts and forwards to the District Finance Department.
Oversees the District billing system and ensures accuracy of any adjustments to the system in conjunction with the billing software provider and their support technicians.
Maintains and orders supplies for billing department.
Backs up the Administrative Assistant.
Assist as backup for the Executive Assistant/Human Resources Coordinator. .

Additional Job Functions
Uses clerical supplies and computer software such as; MS Outlook, Word, Excel, billing, and other software related to essential job functions
Operates a variety of equipment such as a computer, printer, fax, copier, calculator, telephone, postage machine, and billing sorter.
Prepares spreadsheets using Excel. Assists with special projects.
Assists with upgrades to the Billing software. Performs other tasks as assigned by the supervisor.

Qualifications
Requires a high school diploma with two to three years of experience in billing and administrative work; or any equivalent combination of education and experience that provides the required knowledge skills and abilities. Thorough knowledge of utilities service connection and termination procedures, billing, and collections. General knowledge of standard office procedures, practices, and equipment. The ability to understand and follow oral and written directions. The ability to establish and follow detailed work procedures. Skilled in the use of a variety of office machines  and computer equipment. The ability to establish and maintain effective working relationships with District residents and customers. Possession of a valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, postage machine, envelope stuffer, etc. Must be physically able to exert up to ten pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most  of the time, but may involve walking or standing for brief periods of time. Work is rated as light work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment. Requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color, visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of reports, records, forms, etc. Requires the ability to prepare cash reports, deposit slips, and other related forms using prescribed formats. Requires the ability to speak to people with poise, voice control and confidence.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques; to make independent judgments in absence of supervision, and acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract, multiply and divide totals. Determine percentages and decimals and statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Utilities Department as they pertain to the performance of duties of the Billing Clerk. Has thorough knowledge of the principles, practices, goals, and programs of the department. Has considerable knowledge of the administration and operations of the meter division of the department. Has considerable knowledge of the tools, equipment, materials, methods, and practices used to carry out the meter reading, servicing and maintenance functions. Has thorough knowledge of local State, or Federal regulations that apply. Has thorough knowledge of customer accounting, including billing practices and procedures, bookkeeping involved in the collection of customer accounts, policies relating to the

connecting and disconnecting of customer utilities. Is able to organize and present technical information clearly and concisely to various groups and individuals. Is able to analyze technical and statistical information, and to prepare technical and other reports. Is able to make sound, educated, independent decisions. Is able to effectively communicate with various types of groups and individuals such as board members, department employees, co-workers, trainees, sales representatives, civic and governmental leaders, computer consultants, and the general public. Is able to use judgment and discretion in carrying out duties and responsibilities. Has the verbal ability to make effective presentations and prepare effective reports, and the mathematical ability to carry out needed calculations accurately and quickly. Has good human relations and technical skills.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments and  divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human, and conceptual areas.

Attendance: Attends work regularly and on time with minimum tardiness and absences. Adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant, and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and needs and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies  problems  or  situations as they occur and specifies decision objectives. Identifies or assists in identifying  alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations, and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction and strives to meet the goals and objectives. Questions such instruction and direction when clarification of results or consequences are justified, i.e. poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes a personal schedule accordingly. Attends meetings, planning sessions, and discussions on time. Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Receptionist/Secretary 3005

Grade: 10

Reports to:	Public Works Superintendent
Assistant Utilities Director

Classification:     Non Exempt	Division: Public Works/Utilities
Date:	12-5-17	Approved: Job Summary:
Under general supervision performs customer service and clerical duties to assist the department. Work involves answering customer calls, processing work orders, working with vendors, assisting visitors and processing purchase orders. Assists the Administrative Assistant with Accounts Payable and performs other work as required.

Essential Job Functions
Processes daily work orders and data enter on-call nightly work orders for tracking purposes.
Process and disperse all mail accordingly.
Greets the public and directs them to the appropriate department.
Accepts changes and modifies vendor billing information.
Provides information in person and by telephone regarding services of the District.
Informs customers of policies and procedures, regulation fees, and District tariffs.
Issues Purchase Order numbers.
Maintains and completes purchase orders to process invoices.
Research vendor invoice issues and process for approval and payment.
Processes and assembles data for computer input.
Performs general secretarial functions.
Operates calculator, personal computer, and other standard office equipment.

Additional Job Functions
Use computer software such as MS Word, Excel, and Power Point. Assists the Administrative Assistant with Accounts Payable.
Performs other duties as required.

Qualifications
Requires a high school diploma with one to two years of experience in general secretarial work; or any equivalent combination of education and experience that provides the required knowledge skills and abilities to perform job. General knowledge of standard office procedures, practices, and equipment. The ability to understand and follow oral and written directions. The ability to establish and follow detailed work procedures. Skilled in the use of a variety of office machines and computer equipment. The ability to establish and maintain effective working relationships with District residents, vendors and customers. A valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, envelope stuffer, postage machine, etc. Must be physically able to exert up to ten pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most  of the time, but may involve walking or standing for brief periods of time. Work is rated as light work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment; requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things. Prepare and analyze written or computer data, etc

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of reports, records, forms, etc. Requires the ability to prepare cash reports, deposit slips, and other related forms using prescribed formats.  Requires the ability to speak to people with poise, voice control and confidence.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques to make independent judgments in absence of supervision and to acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, and follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract, multiply and divide totals. Determine percentages and decimals and statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.
PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Utilities and Public Works Department as they pertain to the performance of duties of the Receptionist/Secretary. Has thorough knowledge of the principles, practices, goals, and programs of the department. Has thorough knowledge of local, State, or Federal regulations that apply. Is able to organize and present technical information clearly and concisely to various groups and individuals. Is able to analyze technical and statistical information, and to prepare technical and other reports. Is able to make sound, educated, independent decisions. Is able to effectively communicate with various types of groups and individuals such as board members, department employees, co-workers, trainees, sales representatives, civic and governmental leaders, computer consultants, and the general public. Is able to use judgment and discretion in carrying out duties and responsibilities. Have the verbal ability to make effective presentations and prepare effective reports, and the mathematical ability to carry out needed calculations accurately and quickly. Have good human relations and technical skills.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments  and divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting  deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time with minimum tardiness and absences. Adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and needs and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems  or  situations as they occur and specifies decision objectives. Identifies or assists in  identifying  alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are

justified; i.e. poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions, and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes  a  personal schedule accordingly. Attends meetings, planning sessions and discussions on  time.  Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. Management has the exclusive right to alter this job description at any time without notice.

Customer Service Representative / Administrative Assistant Part-time
3006
Grade: 14

Reports to:

Classification:	Director of Office Administration

Non Exempt	

Division:	

Utilities/Public Works	
Date:	12-5-17	Approved:		

Job Summary:
Under general supervision performs customer service and clerical duties to assist in the operation of the District’s Utilities and Public Works Departments. Work involves answering customer calls, processing mail, customer information, utility payments, deposits, refunds, work orders, and locates. Performs other work as required.

Essential Job Functions
Process utility payments and posts to proper accounts.
Issues receipts and necessary paperwork to customers.
Processes daily work orders and data enter on-call nightly work orders for tracking purposes.
Process and disperse all mail accordingly.
Accepts changes and modifies customer billing information.
Provides information in person and by telephone regarding services of the District.
Informs customers of District rules, policies and procedures, and regulation fees.
Works with customers to resolve billing questions, problems, disconnect notices, etc.
Open and close residential and commercial accounts.
Collect and process customer payments.
Receives and processes applications for new services; residential, commercial, temporary meters, bulk water, dispensed water, etc.
Process meter change outs in billing system.
Processes changes to customer files.
Assists utility customers with online process.
Issues Purchase Order numbers.
Backup to process general fund and utility fund invoices for approval and payment
Processes and assembles data for computer input.
Performs general secretarial functions.
Operates calculator, personal computer, and other standard office equipment.
Researches and corrects errors in customer accounts.
Creates customer letters and other work associated with collecting monies owed to the District from inactive accounts.

Additional Job Functions
Use computer software; such as MS Outlook, Word, Excel, and other software essential to job functions.
Performs other tasks as assigned by the billing clerk and supervisor.

Qualifications
Requires a high school diploma with two to three years of experience in administrative work; or any equivalent combination of education and experience that provides the required knowledge skills and abilities to perform job. General knowledge of standard office procedures, practices, and equipment. General knowledge of utilities service connection and termination procedures, billing, collecting, and adjustments. The ability to understand and follow oral and written directions. The ability to establish and follow detailed work procedures. Skilled in the use of a variety of office machines and computer equipment. The ability to establish and maintain effective working relationships with District residents and customers. A valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, envelope stuffer, postage machine, etc. Must be physically able to exert up to ten pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most  of the time, but may involve walking or standing for brief periods of time. Work is rated as light work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment; requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things. Prepare and analyze written or computer data, etc

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of reports, records, forms, etc. Requires the ability to prepare cash reports, deposit slips, and other related forms using prescribed formats. Requires the ability to speak to people with poise, voice control and confidence.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques to make independent judgments in absence of supervision and to acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, and follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract, multiply and divide totals. Determine percentages and decimals and statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.
PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Utilities Department as they pertain to the performance of duties of the Customer Service/Administrative Assistant. Has thorough knowledge of the principles, practices, goals, and programs of the department. Has thorough knowledge of local, State, or Federal regulations that apply. Has thorough knowledge of customer accounting, including billing practices and procedures, bookkeeping involved in the collection of customer accounts, policies relating to the connecting and disconnecting of customer utilities. Is able to organize and present technical information clearly and concisely to various groups and individuals. Is able to make sound, educated, independent decisions. Is able to effectively communicate with various types of groups and individuals such as board members, department employees, co-workers, trainees, sales representatives, civic and governmental leaders, computer consultants, and the general public. Is able to use judgment and discretion in carrying out duties and responsibilities. Have the verbal ability to make effective presentations and prepare effective reports, and the mathematical ability to carry out needed calculations accurately and quickly. Have good human relations and technical skills.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all  departments  and divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting  deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time with minimum tardiness and absences. Adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and needs and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies  problems  or  situations as they occur and specifies decision objectives. Identifies or assists in identifying  alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives of same. Questions such instruction and direction when clarification of results or consequences are justified; i.e. poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions, and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes  a  personal schedule accordingly. Attends meetings, planning sessions and discussions on  time.  Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Executive Assistant / Human Resources Coordinator 3007

Grade: 20

Reports to:	Director of Office Administration
District Manager, Utilities Director, and Public Works Director

Classification:     Non Exempt	Division: Utilities/ Public Works

Date:	12-5-17	Approved:

Job Summary:
Under general supervision, performs advanced and highly skilled secretarial, administrative, and human resources work to assist the Director of Office Administration. Responsibilities involve processing correspondence for the administration office, maintaining employee records and processing district benefits for Human Resources. Serve as Backup for the Director of Office Administration. Assists with everyday functions to assist and backup the Billing Clerk, Customer Service Representatives and Administrative Assistants as needed.

Essential Functions

Works directly with the Director of Office Administration and serve as backup for all essential office operating functions.
Support and serves as aide to the District Manager, Public Works Director, and Utilities Director.
Overseas the job functions and serves as backup for the Billing Clerk, Customer Service Representatives and Administrative Assistants daily processes.
Overseas the new hire process and paperwork.
Overseas the maintenance of personnel files, payroll reports and official correspondence.
Overseas the capital asset procedure and insurance policies.
Process employee paper work for health, life, dental insurance, retirement, workers compensation, and other insurances.
Process the communication from district management to the district’s web site.
Overseas vendor projects and daily records as needed.
Overseas the purchase order procedures to process district invoices.
Oversees calendars for meeting rooms.
Process and assembles data for computer input.
Prepares and/or processes various records and reports including District correspondence, letters, memos, schedules, presentations, forms, etc.
Overseas vendor projects and daily records as needed.
Refers to policy and procedures manuals, computer manuals, codes/laws/regulations, publications and references texts, etc.
Operates a variety of office equipment; such as computer, scanner, telephone, calculator, fax machine, folding machine, postage machine, and laminating machine.

Uses office supplies and computer softwares such as Microsoft Word, Excel, and PowerPoint.
Interacts and communicates with various groups, individuals such as the immediate Manager, District Manager, Customers, Co-workers, Builders, Finance Department, Board of Supervisors, City officials, FEMA Employees, Vendors, Contractors, Consultants, Engineers, and the General Public.
Overseas the scheduling of training/travel and arranging payment of any fees associated for business purposes.
Overseas correspondence of district contracts for different vendors and projects.
Assists Management with preparation of job evaluations forms.
Has access to sensitive information and maintains confidential files.
Attends Board meetings and is responsible for audio and visual sources at District Board meetings.
Overseas the distribution of documents for District Board meetings.
Collects information and prepares complex and confidential reports.

Additional Job Functions
Performs general as well as more complex administrative functions.
Gives information to the public or directs requests to the appropriate department. Handles a variety of routine administrative or technical assignments.
Under direction, plans and arranges meeting and conferences for staff and Board of Supervisors. Type reports and minutes of meetings as needed.
Makes appointments for Managerial staff as needed. Assists management with special projects.
Performs other duties as required.

Qualifications
A high school diploma or GED equivalent with five to eight years of experience in administrative work; or any equivalent combination of education and experience that provides the required knowledge skills-and abilities to perform this job. General knowledge of standard office procedures and practices. General knowledge of Governmental procedures. Ability to understand and follow oral and written directions. Ability to establish and follow detailed work procedures. Skilled in use of a variety of office machines and computer equipment. Ability to establish and maintain effective working relationships with District residents and customers. A valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, etc. Must be physically able to exert up to ten pounds of force occasionally and/or a negligible amount of force to lift, carry, push, pull, or otherwise move objects. Secondary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Work is rated as light work.

Data Conception: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent  from obvious standards)  of data, people, or things.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of reports, records, forms, etc. Requires the ability to prepare cash reports, deposit slips, and other related forms using prescribed formats. Requires the ability to speak to people with poise, voice control, and confidence.

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques, to make independent judgments in absence of supervision, to acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures and to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract totals, multiply and divide, determine percentages and decimals, statistical analyses, etc.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width, and shape.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment; requires ambulatory coordination for field visits.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent  from obvious standards)  of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.

Physical Communication: Requires the ability to talk and/or hear (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

PERFORMANCE INDICATORS
Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures  of the Utilities and Public Works Department as they pertain to the performance of duties of the Executive Administrative Assistant/Human Resource Manager. Has thorough knowledge of the principles and practices of the District policies and Human Resource Management. Can make sound, educated, independent decisions. Is able to effectively communicate with various types of groups and individuals such as board members, department employees, co-workers, trainees,  sales representatives, civic and governmental leaders, computer consultants, and the general public. Has the verbal ability to make effective presentations and prepare effective reports; the mathematical ability to carry out needed calculations accurately and quickly. Has good human relations and technical skills. Has thorough knowledge of computer software such as Microsoft Word, Excel, and PowerPoint and is able to use common office equipment. Knowledge of Microsoft Access is preferred.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments and  divisions, co-workers, and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, human and conceptual areas.

Attendance: Attends work regularly and on time with a minimum of tardiness and absences and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant, and self-starting  approach  to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with a minimum of supervision and instruction. Conveys initiative and enthusiasm to others.  Anticipates potential problems and needs  and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems or  situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures and with a minimum of errors. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction and direction; strives to meet the goals and objectives of the same. Questions such instruction and direction when clarification of results or consequences  are justified; i.e., poor communications, variance with policy or procedures, etc. Offers suggestions and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions, and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology; avoids duplication of effort. Estimates expected time of completion of elements of work and establishes  a  personal schedule accordingly. Attends meetings, planning sessions and discussions on time.  Implements work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines, and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or  contract. Management has the exclusive right to alter this job description at any time without notice.

Assistant Public Works Director 2023

Grade: E30

Reports to:	Public Works Director

Classification:	Exempt	Division:	Public Works Essential Employee
Date:	12-5-17	Approved: Job Summary:
Under limited supervision, performs professional and administrative work coordinating and supervising operations of the Public Works Department. Performs difficult technical  and intermediate administrative work supervising the maintenance and repair of District Public Works facilities. Assists in developing and administer the District’s Public Works budget, Attend Board meetings. This employee must exercise initiative and independent judgment to ensure that the District is safe in accordance with State and Federal regulations. Employee must also exercise tact and courtesy in contact with public officials, developers, contractors, and the general public.

Essential Job Functions
Assists in the supervision of Public Works department employees; which involve such duties as instructing, assigning and reviewing work, maintaining standards, acting on employee problems, selecting new employees, appraising employee performance, recommending promotions, discipline, termination, and salary increases.
Assists, directs and manages daily operations of the staff of managers, supervisors, and the Public Works Department.
Oversees the operation and maintenance of District Facilities.
Interacts with regulatory agencies.
Assists and interface’s with the consulting engineers in matters concerning permitting and facilities expansion.
Attends Board meetings.
Interacts with customers such as handling difficult customers, conducting informational meetings, and conducting facilities’ tours.
Monitors wetlands and preserves.
Supervise contractors, and District personnel in the cleaning of ditches, swales, gutters, culverts catch basins and other drainage structures.
Per the direction of the Public Works Director and District Engineer, inspects all laying of storm water pipe, and drainage structure construction with in the District.
Job requires storm water certifications.
Monitors District Storm Water Retention Ponds elevations along with operating District Control gates via SCADA system.
Coordinates projects to ensure meeting of schedules, budget, design standards and regulatory requirements.

Prepares periodic reports covering a wide variety of activities related to the District.
Is subject to being called to address operating problems at any time.
Monitors budgetary expenditures for all divisions of the Public Works Department.
Participates in the budget preparation.
Responsive to the Public Works Director, directives and concerns.
Operates a variety of office equipment such as fax, copier, calculator, telephone, and computer.
Assists the Public Works Director and may interact and communicates with various groups and individuals such as the immediate supervisors, employee, customers, Board of Supervisors, Regulatory personnel, consulting engineers, and the general public.
Interacts and communicates with various groups and individuals such as the immediate supervisors, employee, customers, Board of Supervisors, Regulatory personnel, consulting engineers, and the general public.
In the absence of the Public Works Director, the Assistant Public Works Director acts as the interim Public Works Director Manager.

Additional Job Functions
Assists the Public Works Director and prepares and/or generates various records and reports including daily job assignments, memorandums, capital items, and correspondence, etc.
Refers to policy procedure manuals, computer manuals, codes/laws/regulations, publications and text references, etc.
Operates a variety of office equipment, uses computer software such as Microsoft Excel, Word, and Powerpoint.
Interacts and communicates with various groups and individuals such as supervisors, administrative personnel, contractors, Board of Supervisors, and the general public.
Performs related tasks as required.

Qualifications
Requires an Associate’s degree with six to nine years of experience in the stormwater collection, water distribution and the use of heavy motorized equipment, preferably in public utilities or public works field; or any equivalent combination of training and experience which provides the required skills, knowledge, and abilities. Five to seven years of wetland management and storm water maintenance. Possession of a valid Florida driver’s license is required.

MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS

Physical Requirements: Must be physically able to operate a variety of automated office machines including computers, copiers, calculators, etc. Must be able to operate a variety of heavy motorized machinery and equipment. Must be able to exert up to 100 lbs. of force occasionally, and 50 lbs of force frequently, and up to 25 lbs of force constantly to move objects. Physical demand requirements are for medium to heavy work.

Manual Dexterity: Requires the ability to handle a variety of items, office equipment, control knobs, switches, etc. Must have eye, hand, and foot coordination.

Motor Coordination: Requires the ability to coordinate hands and eyes in using automated office equipment. Requires ambulatory coordination for field visits.

Form/Spatial Aptitude: Requires the ability to inspect items for proper length, width and shape.

Color Discrimination and Visual Acuity: Requires the ability to differentiate colors and shades of color. Requires the visual acuity to determine depth perception and peripheral vision.

Data Analysis/Use: Requires the ability to compare and/or judge the readily observable functional, structural, or compositional characteristics (whether similar to or divergent  from obvious standards)  of data, people, or things. Prepare and analyze written or computer data, etc.

Interpersonal Communications: Requires the ability of speaking and/or signaling people to convey or exchange information. Includes receiving assignments and/or directions from superiors.

Language Ability: Requires the ability to read a variety of technical reports, letters and memos, budget reports, diagrams, etc. Requires the ability to prepare correspondence, reports, forms, budgets, studies, assessments, contracts, purchase orders, etc; using prescribed formats and conforming to all rules of punctuation and grammar, diction, and style. Requires the ability to speak before groups of people with poise, voice control confidence.

Physical Communication: Requires the ability to talk and/or listen (talking - expressing or exchanging ideas by means of spoken words; hearing - perceiving nature of sounds by ear.)

Intelligence: Requires the ability to learn and understand relatively complex principles and techniques; to make independent judgments in absence of supervision; to acquire knowledge of topics related to primary occupation.

Verbal Aptitude: Requires the ability to record and deliver information, to explain procedures, to follow oral and written instructions. Must be able to communicate effectively and efficiently in standard English.

Numerical Aptitude: Requires the ability to utilize mathematical formulas; add and subtract totals, multiply and divide, determine percentages and decimals, statistical analyses, etc.

Interpersonal Temperament: Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under stress when confronted with persons acting under stress.

PERFORMANCE INDICATORS

Knowledge of Job: Has thorough knowledge of the methods, policies, and procedures of the Public Works Department as it pertains to the duties of the Assistant Public Works Director. Has thorough knowledge of the operating principles and practices, and maintenance requirements of storm water collection, has considerable knowledge of the principles of plumbing and hydraulics as related to storm water systems. Has considerable knowledge of the occupational hazards and safety

precautions of public utilities work. Has working knowledge of the occupational hazards involved and proper safety precautions necessary for the proper operation of varied construction and maintenance equipment. Has considerable knowledge of the principles and practices of supervision, organization, and public administration. Has considerable knowledge of the current literature, trends, and development in the field of operations, public works operations and administration. Is able to use common office machines, including popular computer-drive word processing, spreadsheet and file maintenance programs. Is able to plan, assign, and coordinate the work of a large professional and technical staff. Is able to prepare budget and monitor department expenditures. Is able to prepare clear and comprehensive financial, administrative and analytical reports. Is able to effectively express ideas orally and in writing. Is able to establish and maintain effective working relationship with State officials, developers, contractors, and as otherwise necessitated by work assignments.

Quality of Work: Maintains high standards of accuracy in exercising duties and responsibilities. Exercises immediate remedial action to correct any quality deficiencies that occur in areas of responsibility. Maintains high quality communication and interface with all departments and  divisions, co-workers and the general public.

Quantity of Work: Maintains effective and efficient output of all duties and responsibilities as described under "Essential Job Functions."

Dependability: Assumes responsibility for doing assigned work and for meeting deadlines. Completes assigned work on or before deadlines in accordance with directives, policy, standards and prescribed procedures. Accepts accountability for meeting assigned responsibilities in the technical, job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for the completion of work with a minimum of supervision and instruction.

Attendance: Attends work regularly and on time with a minimum of tardiness and absences and adheres to policies and procedures regarding absences and tardiness. Provides adequate notice to higher management with respect to vacation time and time-off requests.

Initiative and Enthusiasm: Maintains an enthusiastic, self-reliant and self-starting approach to meet job responsibilities and accountabilities. Strives to anticipate work to be done and initiates proper and acceptable direction for completion of work with minimal supervision and instruction. Conveys initiative and enthusiasm to others. Anticipates potential problems and needs and recommends or initiates appropriate preventive or corrective action.

Judgment: Exercises analytical judgments in areas of responsibility. Identifies problems or  situations as they occur and specifies decision objectives. Identifies or assists in identifying alternative solutions to problems or situations. Implements decisions in accordance with prescribed and effective policies and procedures. Seeks expert or experienced advice and researches problems, situations and alternatives before exercising judgment.

Cooperation: Accepts supervisory instruction, direction; and strives to meet the goals and objectives of the same. Questions such instruction and direction when clarification of results or consequences are justified; i.e., poor communications, variance with policy or procedures, etc. Offers suggestions

and recommendations to encourage and improve cooperation between all staff persons and departments within the organization and personally demonstrate a cooperative and collegial attitude.

Relationships with Others: Shares knowledge with supervisors and staff for mutual benefit. Contributes to maintaining high morale among employees. Develops and maintains cooperative and courteous relationships inter- and intra-departmentally, and with external entities with whom the position interacts. Tactfully and effectively handles requests, suggestions and complaints in order to establish and maintain good will. Emphasizes the importance of maintaining a positive image.

Coordination of Work: Plans and organizes daily work routine. Establishes priorities for the completion of work in accordance with sound time-management methodology. Avoids duplication of effort. Estimates expected time of completion of elements of work and establishes  a  personal schedule accordingly. Attends meetings, planning sessions and discussions on time. Implements  work activity in accordance with priorities and estimated schedules. Maintains a calendar for meetings, deadlines and events. Is sensitive to work schedules of others.

Safety and Housekeeping: Adheres to all safety and housekeeping standards established by the organization and various regulatory agencies. Sees that the standards are not violated. Maintains a clean and orderly workplace.

District Policy and Procedures: Adheres to all rules and regulation pertaining to the District policy manual. Also responsible for knowledge of any update to the District policy manual.

DISCLAIMER: This job description is not an employment agreement or contract. The Board of Supervisors reserves the exclusive right to alter the job description at any time without notice except as may be required for Board approval of a policy revision.

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

PH 2	Consider Resolution No. 2017-10 – Amending Chapter A-1, St. Lucie West Services District General and Procedural Rules; Revising the Purchasing Limit of the District Manager; Conforming the Bid Thresholds to Those Established by State Statute; Providing for Repeal of Conflicting Provisions

Summary

The Public Hearing is to hear public comment on the adoption of proposed amendments to Chapter A-1 General Procedural Rules (to revise the purchasing limit of the District Manager and conforming the bid thresholds to those established by State Statue), as outlined in Resolution 2017-10: A Resolution Amending Chapter A-1 General Procedural Rules of the Rules of Board of Supervisors of the St. Lucie West Services District: Providing an Effective Date.

The Public Hearing was advertised in the Treasure Coast Palms Newspaper on October 30, 2017. The attached affidavit of publication verifies that advertisement of the public hearing was published within the general circulation at least 28 days prior to the public hearing on December 5, 2017.

Recommendation

Staff recommends adoption of Resolution No. 2017-10: A Resolution Amending Chapter A-1 General Procedural Rules of the Board of Supervisors of the St. Lucie West Services District; Providing an Effective Date.

District Manager: Dennis Pickle

Budget Impact
Project Number:	Available Project Budget: $0.00
ORG Number:	This Project: $0.00
Available Balance: $0.00
Board Action

Moved by:	Seconded by:	Action Taken:

Treasure Coast Newspapers

TC

St. Lucie News-Tribune
1939 SE Federal Highway, Stuart, FL 34994
AFFIDAVIT OF PUBLICATION

STATE OF FLORIDA
COUNTY OF ST. LUCIE
Before the undersigned author ity pe rsona lly appeared, Natalie Zollar, who on oath says that she is Classifie d Inside Sales Manager of the St. Lucie News-Tribune, a daily newspaper published at Fort Pie,ce  in St. Lucie Coun ty, Flor ida; that the attached copy of advertisement was published in the St, Lucie News-Tribune. in the following issues below. Affiant further says that the said St Lucie News-Tribune is a newspaper published in Fort Pierce, in said St. Lucie County , Florida, and that said newspaper has heretofore been coMinuously published in said St. Lucfe County, Florida, daily and distributed in St. Lucie County, Florida, for a period of one year nellt preceding the first publication of t.he attached copy of advertisement; and aittant
further says that she has neither paid or promised any person, firm or corporation any disco1mt, rebate, commis,lon or refund for the purp05e or securing this adsertisement for publication in the said newspaper. The St. Lucie News-Tribune has been entered as Pe riod ical Matter at the. Post Offices in Fort Pierce , St. Lucie County, Florida and has been 'for a period of one year ne l preceding the first publication of the attached copy of advertisement.

Customer	Ad Number	C0    cvline	PO#
440596 • SPECIAL DISTRICT SERVICES, I NC	1799716	NOTICE OF PUBLIC HEARING TO CONSIDER

October 30, 2017

Sworn to and ubscr1bed before me this day of, October 30, 2017, by

(X) personally known to rne or
( ) who has produced _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ as iden ti fication,

Karo- l Kangas	ij  Notary Public

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RESOLUTION NO. 2017-10

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ST. LUCIE WEST SERVICES DISTRICT AMENDING CHAPTER A-1, ST. LUCIE WEST SERVICES DISTRICT GENERAL AND PROCEDURAL RULES; REVISING THE PURCHASING LIMIT OF THE DISTRICT MANAGER; CONFORMING THE BID THRESHOLDS TO THOSE ES- TABLISHED BY STATE STATUTE; PROVIDING FOR REPEAL OF CONFLICTING PROVISIONS; AND PROVIDING AN EFFECTIVE DATE.

SECTION 1. AUTHORITY FOR THIS RESOLUTION. This Resolution is adopted pursuant to Sections 11.45, 120.54, 120.57(3), 190.007(1), 190.008, 190.011(3) and (5), 190.033,
, and 287.055, Florida Statutes.
SECTION 2. FINDINGS. The Board of Supervisors of the St. Lucie West Services District ("Board") hereby finds and determines as follows:
The St. Lucie West Services District ("District") is a local unit of special-purpose government organized and existing under and pursuant to Chapter 190, Florida Statutes, as amended.
The Board is authorized under Chapters 120 and 190, Florida Statutes, to adopt this Resolution as a Rule of the District.
The purpose of this Rule is to amend various provisions of Chapter A-1, the Gen- eral and Procedural Rules of the District, in order to revise the purchasing limit of the District Manager, and to conform various bid thresholds to those established by state statute.
This Rule is necessary to establish and maintain policies and procedures for the efficient and economical procurement of the various services, goods, supplies, materials, and projects essential to operation of the District.
The Board held a public hearing on the Rule on December 5, 2017, after first pub- lishing notice of such hearing in the manner required by Sections 120.54 and 120.81, Florida Statutes.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE ST. LUCIE WEST SERVICES DISTRICT:
SECTION 3. CHAPTER A-1 AMENDED. Chapter A-1 of the St. Lucie West Ser- vices District General and Procedural Rules is hereby amended by revising Sections 1.03 District

Manager, 1.09 Procedure for Procuring Professional Services; Protests, 1.10 Procedure for Pur- chasing Contractual Services, 1.11 Purchase of Goods, Supplies, or Materials,1.12 Contracts for Construction of Authorized Project, and 1.13 Contracts for Maintenance Services, to read as set forth in the revision of such Chapter attached as Exhibit I (with new text shown in underline, and deleted text shown as struck through).
SECTION 4.	All resolutions and other actions of the Board in conflict with the provi- sions of this Resolution are, to the extent of such conflict, superseded and repealed.
SECTION 5. EFFECTIVE DATE. This Rule shall become effective on the date of adoption.
APPROVED AND ADOPTED this 5th day of December, 2017.

ST. LUCIE WEST SERVICES DISTRICT
Attest:

 		By:	 Wayne Smith, Secretary			Vincent J. D’Amico, Chairman
Board of Supervisors

EXHIBIT I CHAPTER A-1
ST. LUCIE WEST SERVICES DISTRICT GENERAL AND PROCEDURAL RULES

(as revised December 5, 2017)

CHAPTER A‐1

ST. LUCIE WEST SERVICES DISTRICT GENERAL AND PROCEDURAL RULES TABLE OF CONTENTS
A‐1.01	General	2	
A‐1.02	Board of Supervisors; Officers; Voting	3	
A‐1.03	District Manager	6	
A‐1.04	Public Information and Inspection of Records	7	
A‐1.05	Meetings and Workshop	8	
A‐1.06	Rulemaking Proceedings	12	
A‐1.07	Declaratory Statements	14	
A‐1.08	Decisions Determining Substantial Interests	15	
A‐1.09	Procedure for Procuring Professional Services; Protest	17	
A‐1.10	Procedure of Purchasing Contractual Services	18	
A‐1.11	Purchase of Goods, Supplies or Materials	23	
A‐1.12	Contracts for Construction of Authorized Project	27	
A‐1.13	Contracts for Maintenance Services	32	
A‐1.14	Purchase of Insurance for District Employees	37	
A‐1.15	Bid Protests of Construction Contracts	39	
A‐1.16	Bid Protests Relating to Any Other Award	41	
A‐1.17	Purchase of Goods, Equipment, and Contractual Services from other Governmental Contracts	
42	
A‐1.18	Conditions and Charges for District Equipment Services	43	
A‐1.19	Job Descriptions	44	
A‐1.20	Legal Defense and Indemnification	45	
A-1.21	Fund Balance Policy	50	

*    *   *

CHAPTER A‐1

ST. LUCIE WEST SERVICES DISTRICT GENERAL AND PROCEDURAL RULES

A‐1.01	General

(1) The St. Lucie West Services District (the “District”) was created pursuant to the provisions of Chapter 190, Florida Statutes (1989) and was established to provide for the ownership, operation, maintenance, and provision of various capital facilities and services within its jurisdiction. The purpose of these rules is to describe the general operations of the District.

Specific Authority: §§ 190.011, 120.53(1)(a), Fla. Stat. Law Implemented: §§190.011, 120.53(1)(a), Fla. Stat. History:	Adopted October 8, 1991
*    *   *

CHAPTER A‐1

A‐1.02	Board of Supervisors; Officers and Voting

Board of Supervisors. The Board of Supervisors of the District (the “Board”) shall exercise the

powers granted to the District. The Board shall consist of five members. Members of the Board must be residents of the District, registered voters, and citizens of the United States.
Term of Officers. Board members shall hold office pursuant to Section 190.006, Florida

Statutes. If, during the term of office of any Board member(s), one or more vacancies occur, the remaining member(s) of the Board shall fill the vacancies by appointment for the remainder of the unexpired term(s).
Vacancies; Quorum. Three members of the Board shall constitute a quorum for the purposes

of conducting its business and exercising its powers and for all other purposes. However, if three or more vacancies occur at the same time, a quorum is not necessary to fill the vacancies. Action taken by the Board shall be upon a vote of the majority of the members present, unless otherwise provided in these rules or required by law.
Officers. As soon as practicable after each election or appointment, the Board shall organize

by selecting a chairperson, vice chairperson, secretary, and treasurer.

The chairperson must be a member of the Board. If the chair resigns from that office or ceases to be a member of the Board, the Board shall select a chair to serve the remaining portion of the term, after filling the board vacancy. The chairperson shall be authorized to sign checks and warrants for the District, countersigned by the treasurer or other persons authorized by the Board. The chairperson shall convene and conduct all meetings of the Board. In the event the chairperson is unable to attend a given meeting, the vice chairperson (or other Board member if the vice chairperson is unavailable) shall convene and conduct the meeting.
The vice chairperson shall be a member of the Board and shall have such duties and responsibilities as specifically designated by the Board from time to time. If the vice chairperson resigns  from that office or ceases to be a member of the Board, the Board shall select a vice chairperson to serve the remainder of the term, after filling the Board vacancy.

CHAPTER A‐1

The secretary of the Board serves at the pleasure of the Board and need not be a member of the Board. The secretary shall be responsible for maintaining the minutes of Board meetings and may have other duties assigned by the Board from time to time. The District Manager may serve a secretary.
The treasurer need not be a member of the Board but must be a resident of Florida.

The treasurer shall perform duties described in Section 190.007(2) and (3), Florida Statutes, as well as those assigned by the Board from time to time. The treasurer shall serve at the pleasure of the Board.
Committees. The Board may establish committees of the Board by formal motion referencing

this rule, either on a permanent or temporary basis, to basis, to perform specifically designated functions. Committees may include individuals who are not members of the Board. Such functions may include, but are not limited to, contract negotiations, personnel matters, and budget preparation.
Record Book. The Board shall keep a permanent record book entitled “Record of Proceedings

of the St. Lucie West Community Development District,” in which shall be recorded minutes of all meetings, resolutions, proceedings, certificates, bonds and corporate acts.
Meetings. The Board shall establish a schedule of regular meetings and may also meet upon

call of the chairperson or three Board members. Nothing herein shall prevent the Board from holding other meetings as it deems necessary or from canceling any regularly scheduled meetings. A previously noticed regular meeting may be canceled, provided that notice of cancellation shall be given in substantially the same manner as notice for the meeting or in such other manner as may provide substantially equivalent notice of cancellation. All meetings of the Board shall be open to the public and governed by the provisions of Chapter 286, Florida Statutes.
Voting Conflict of Interest. The intent of this section is to comply with Section 112.3143,

Florida Statutes, and to ensure the proper disclosure of conflicts of interests on matters coming before the Board for a vote.
When a Board member knows that he/she has a voting conflict of interest on a matter coming before the Board, he/she should notify the Board’s secretary prior to participating in any discussion with the Board on the matter. The member shall publicly announce the conflict of interest at the meeting. This

CHAPTER A‐1

announcement shall appear in the minutes. The member shall not vote.  The Board member shall prepare  and sign a memorandum of voting conflict within 15 days after the vote occurs which shall then be filed by the Board’s secretary.

Specific Authority:	§§ 190.011(5), 120.53, Fla. Stat.

Law Implemented:	§§ 190.006(1), 190.006(4), 190.006(5), 190.006(6), 190.006(7), 190.006(9), 190.007, 112.3143, 120.53(1)(d), 112.3143(3)(a), Fla. Stat.
History:	Adopted October 8, 1991; revised December 15, 2009

*    *   *

CHAPTER A‐1

A‐1.03	District Manager
Terms of Service.  The Board shall employ and fix the compensation of a District Manager.  The District Manager shall serve at the pleasure of the Board.
Responsibilities. The District Manager shall have charge and supervision of the works of the District and shall be responsible for preserving and maintaining any improvement or facility constructed or erected pursuant to actions by the Board, for maintaining and operating the equipment owned by the District, and for performing such other duties as may be prescribed by the Board. The District Manager may act as secretary of the Board.
Hiring. The District Manager may hire or otherwise employ and terminate the employment of such other persons, including, without limitation, professional, supervisory, and clerical employees, as may be necessary and authorized by the Board. Compensation and other conditions of employment of officers  and employees of the District shall be as provided by the Board.
Purchasing.
Except in the case of an Emergency Purchase as defined in Section A‐1.11(2)(g), A‐ 1.12(2)(e), or A‐1.13(2)(e) of these policies, the District Manager may enter into contracts and undertake purchases on behalf of the District only when (i) the amount to be paid by the District does not exceed the threshold amount provided in Section 287.017, Florida Statutes, for category three ($25,00065,000), as such category may be amended from time to time, and (ii) the contract, purchase, or project (A) is specified within the approved budget of the District and (B) does not require a budget amendment. All other contracts and purchases shall require the approval of the Board prior to becoming effective.
If an Emergency Purchase as defined in Section A‐1.10(2)(g), Section A‐1.11(2)(g), A‐ 1.12(2)(e), or A‐1.13(2)(e) of these policies is made by the District Manager to protect the immediate health, safety, and welfare of the District and such purchase exceeds the authority prescribed herein, the District Manager shall immediately notify the Board Chairman and Vice‐Chairman and shall present such purchase to the Board for ratification at the next following meeting, together with sufficient information to demonstrate the necessity for immediate action. No Emergency Purchase in excess of $50,000130,000 shall be made by the District Manager without prior authorization of the Board.

Specific Authority:	§ 190.011, Fla. Stat. Law Implemented:	§ 190.007(1), Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007, December 5, 2017
*    *   *

CHAPTER A‐1

A‐1.04	Public Information and Inspection of Records

Public Records. All District public records within the meaning of Chapter 119, Florida Statutes, and not otherwise restricted by law, including the “Record of Proceedings of the St. Lucie West Community Development District,” may be copied or inspected at the District Office at 450 S.W. Utility Drive, Port St. Lucie, FL 34986, during regular business hours.
Inspection and Copies. Copies of public records shall be made available to the requesting person at a charge of $.15 per page for one‐sided copies and $.20 per page for two‐sided copies if not more than 8‐1/2 by 14 inches, and for copies in excess of that size at a charge not to exceed the actual cost of reproduction. Certified copies of public records shall be made available at a charge of $1.00 per page. If the nature or volume of public records requested to be inspected, examined or copied is such as to require extensive use of information technology resources or extensive clerical or supervisory assistance, a special service charge, which shall be reasonable and based on the actual cost incurred, may be charged in addition to the actual cost of duplication. For purposes of these Rules, any clerical or supervisory assistance or use of information technology resources requiring longer than fifteen (15) minutes shall be considered extensive. The cost of clerical or supervisory time shall be computed to the nearest one‐sixth of an hour, and the charge will be based on the current hourly rate of pay plus benefits.
Deposit of Estimated Fees. If extensive clerical or supervisory assistance or use of  information technology resources will be required to comply with a public records request, the District shall notify the requester of the estimated cost of inspection or duplication of any record. A deposit of the estimated fee will be due prior to inspection or copying. Of the monies deposited with the District for fulfillment of a public records request, those in excess of actual costs incurred to fulfill the request will be refunded to the requester; or, in the alternative, the requester shall be required to remit additional monies to pay for any costs in excess of the monies deposited with the District. In the event that the requester fails to remit additional monies to cover costs in excess of the deposit, the District may withhold releasing any public records produced pursuant to the request until those amounts are paid in full.

Specific Authority:	§ 190.011(5), Fla. Stat.
Law Implemented:	§§ 190.006(7), 119.07(1)(a), 119.07(1)(b), Fla. Stat. History:	Adopted October 8, 1991; revised December 15, 2009
*    *   *

CHAPTER A‐1

A‐1.05	Meetings and Workshops

Notice. Except in emergencies, or as otherwise provided in these rules, at least seven days

public notice shall be given of any meeting or workshop of the Board. Public notice shall be given by publication in a newspaper of general circulation in the District and shall state:
The date, time, and place of the meeting or workshop;

A brief description of the nature, subjects and purposes of the meeting or workshop;

The address where persons may obtain a copy of the agenda.

If final District action will take place at the meeting, the notice shall state that if a person decides to seek review of any official decision made at the Board meeting, a record of the proceedings will be required and the person intending to appeal will need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence necessary for the appeal.
Agenda. The District Manager, under the supervision of the chairperson or those members calling for a Board meeting, shall prepare a notice of the meeting or workshop and an agenda. The notice and agenda shall be available to the public at least seven days before the meeting or workshop except in an emergency. The agenda may be changes before or at the meeting or workshop for good cause stated by the presiding officer and recorded n the minutes of the meeting.
Agenda Format. The District may use the following format in preparing its agenda for its

regular meeting:

Roll Call

Review of Minutes

Special Advertised Public Hearings

Audience Questions and Comments

Specific Items of Old Business

Committee Reports

Finance Committee

Construction Committee

CHAPTER A‐1

Other Committees

Attorney’s Report

Manager’s Report

Supervisor’s Requests and Comments

Review of Invoices and Funding Requests

Specific Items of New Business

Adjournment

Minutes. The secretary shall be responsible for keeping the minutes of each meeting of the

Board. Minutes shall be corrected and approved by the Board at a subsequent meeting.

Receipt of Notice. Persons wishing to receive, by mail, notices or agendas of meetings, may so

advise the District Manager or secretary at the Board’s office. Such persons shall furnish a mailing address in writing and may be required to pay the cost of the copying and mailing.
Emergency  Meeting.	The chairperson or the vice‐chairperson if the chairperson is

unavailable, may convene an emergency meeting of the Board without first having complied with subsection (1), (2), (3), and (5), to act on emergency matters that may affect the public health, safety, or welfare. Whenever possible, the chairperson shall make reasonable efforts to notify all Board members of an emergency meeting 24 hours in advance. Reasonable efforts may include telephone notification. After an emergency meeting, the Board shall publish in a newspaper of general circulation in the District, the time, date, and place of the emergency meeting, the reasons why the emergency meeting was necessary, and a description of the action taken. Whenever an emergency meeting is called, the District Manager shall be responsible for notifying at least one major newspaper of general circulation in the District. Actions taken at an emergency may be ratified by the Board at a regularly noticed meeting subsequently held.
Public Comment. The Board shall set aside a reasonable amount of time at each regular

meeting for public comment. Such time for audience comment shall be identified in the agenda. Persons wishing to address the Board are required to notify the secretary of the Board prior to the “audience

CHAPTER A‐1

comment” section on the agenda. In its discretion, the Board may limit the length of any one speaker in the interest of the time or fairness to other speakers.
Budget Hearing. Notice of hearing on the annual budget shall be in accordance with Section

190.008, Florida Statutes.

Communications Media Technology. A meeting of the Board may be conducted by or in

conjunction with Communications Media Technology (CMT), including teleconferences or video conferences. All evidence, testimony and argument presented shall be afforded equal consideration, regardless of the method of communication.
Continuances. Any meeting of the Board or any item or matter included on the agenda for a

meeting may be continued without re‐notice or re‐advertising provided that the continuance is to a specified date, time and location publicly announced at the Board meeting where the item or matter was included on

the agenda.

Definitions.

“Access point” means a designated place where a person interested in attending a

CMT meeting may go for purposes of attending such meeting.

“Attend” means having access to the communications media technology network being used to conduct a meeting, or being used to take evidence, testimony or argument relevant in any issue being considered at a meeting.
“CMT meeting” means a meeting that is conducted by means of or in conjunction with communications media technology.
“Communications media technology” means the electronic transmission of printed matter, audio, full‐motion video, freeze frame video, compressed video, and digital video by any method available.
“In conjunction with communications media technology” means that CMT access  is being provided to a meeting otherwise being held with the collective, physical presence of the members of the Board in once place.

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“By means of communication media technology” means that a meeting is being conducted entirely by means of communications media technology and that the members of the Board conducting such meeting may not be collectively, physically together in one place.
Nothing in this rule shall be construed to permit the District to conduct any meeting otherwise subject to the provisions of Section 286.011, Florida Statutes, by means of communications media technology without making provision for the attendance at that meeting or workshop of any member of the public who desires to attend.
The District may not limit the point of access provided to the public to places not normally open to the public. The District shall provide at least one access point in a location which is ordinarily open to the public. Any official action taken at a CMT meeting to which at least one access point is not provided shall be void and of no effect as being violative of the public’s right of access.
No meeting shall be conducted entirely by means of communications media technology if the available technology is insufficient to permit all interested persons to attend. If, during the course of a CMT meeting, technical problems develop with the communications network that prevent interested persons from attending, the District shall terminate the meeting until such problems have been corrected.
Notice of a CMT meeting shall be in the same manner as a meeting without CMT. The notice shall plainly state that such a meeting is to be conducted by means of or in conjunction with CMT and identify the type of CMT to be used. The notice shall also describe how interested persons may attend, and include the address or addresses of all access points.

Specific Authority:	§§190.011(5), 190.011(15), 120.53(1)(d), Fla. Stat.

Law Implemented:	§§190.007(1), 190.008, 120.53(1)(d), 286.0105, 120.54(1), Fla. Stat.

History:	Adopted October 8, 1991

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CHAPTER A‐1

A‐1.06	Rulemaking Proceedings

Commencement of Proceedings. Proceedings held for adoption, amendment, or repeal of a

District rule shall be conducted according to the applicable provisions of Chapter 120, Florida Statutes, and these rules. Rulemaking proceedings shall be deemed to have been initiated upon publication of notice by the District.
Notice of Proceedings and Proposed Rules. Except in the case of emergency rules, notice of its

intention to adopt, amend, or repeal a rule setting rates, fees, rentals, or other charges pursuant to Section 190.035, Florida Statutes, shall be given by the District by publication in a newspaper of general circulation in the District not less than 10 days prior to the intended action. Upon the publication of notice of its intention to adopt, amend, or repeal a rule, a draft of the proposed rules shall be made available to the public.
Petitions to Initiate Rulemaking. All petitions for the initiation of rulemaking proceedings

pursuant to Section 120.54(5)., Florida Statutes, must contain the name and address of the Petitioner, specific reason for adoption, amendment, or repeal, specific action requested, the date submitted, and shall specify the text of the proposed rule. The Board shall then act on the petition in accordance with Section 120.54(5), Florida Statutes, and Sections 28‐3.011 and 3.013, Florida Administrative Code, except that copies of the petition shall not be sent to the Administrative Procedures Committee.
Rulemaking Materials. After the publication of the notice initiating rulemaking, the, Board

shall make available for public inspection and shall provide, upon request and payment of cost of copies, the following materials:
The text of the proposed rule, or any amendment or repeal of any existing rules;

A written statement justifying the proposed rule;

A copy of the economic impact statement required by Section 120.54; and

The published notice.

Rulemaking Proceedings – No Hearing. When no hearing is requested and the Board chooses

not to initiate a hearing on its own, or if the rule relates exclusively to organization, practice or procedure, the Board may direct the proposed rule be filed with the District Office no less than 28 days following notice.

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Such direction may be given by the Board either before initiating the rule‐adoption process or after the expiration of the 21 days during which affected persons may request a hearing.
Rulemaking  Proceedings  –  Hearing.	If the proposed rule does not relate exclusively to

organization, practice or procedure, the District shall provide, upon request, a public hearing for the presentation of evidence, argument and oral statements, within the reasonable conditions and limitations imposed by the District to avoid duplication, irrelevant comments, unnecessary delay or disruption of the proceedings. Any affected person may request a hearing within 21 days after the date of publication of the notice. The public hearings shall be conducted according to the procedure in Section 28‐3.031, Florida Administrative Code. The Board, any member thereof, or any person designated by the Board, including but not limited to the District Manager or District Counsel, may preside at the hearing.
Emergency Rule Adoption. The Board may adopt an emergency rule if it finds that immediate

danger to the public health, safety, or welfare exists which requires immediate action. Prior to the adoption of an emergency rule, the District Manager shall make reasonable efforts to notify a newspaper of general circulation in the District. Notice of emergency rules shall be published as soon as practical in a newspaper of general circulation in the District. The District may use any procedure which is fair under the circumstances in the adoption of an emergency rule as long as it protects the public interest and otherwise complies with applicable statutory provisions.

Specific Authority:	§§ 190.011(5), 190.011(15), 120.53(1), Fla. Stat. Law Implemented:	§120.54, Fla. Stat.
History:	Adopted October 8, 1991

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CHAPTER A‐1

A‐1.07	Declaratory Statements

Declaratory Statements. Any substantially affected person may seek a declaratory statement

regarding an agency’s opinion as to the applicability of a statutory provision, or of any rule or order of the agency, as it applies to the petitioner’s particular set of circumstances.
Disposition of Petition. The petition may be placed on the agenda of the next Board meeting

for which the agenda has not been finalized. The Board, in its discretion, may consider any oral testimony presented at the Board meeting. The Board shall issue an order within 45 days following consideration of the petition. The order shall only be applicable to the petitioner. The order shall be final agency action.

Specific Authority:	§§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented:	§ 120.565, Fla. Stat.
History:	Adopted October 8, 1991; revised December 15, 2009

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A‐1.08	Decisions Determining Substantial Interests

Conduct of Proceedings. A proceeding may be held by the District upon written request

submitted by a substantially affected person within 14 days after written notice of District action or receipt of written notice of intent to render a decision. The notice shall state the time limit for requesting a hearing and shall reference the District’s procedural rules. If a hearing is held, the chairperson shall designate him/herself, or any member of the Board, District Manager, District Counsel, or other person to conduct the hearing.
The person conducting the hearing may:

Administer oaths and affirmations;

Rule upon offers of proof and receive relevant evidence;

Regulate the course of the hearing, including any prehearing matters;

Enter orders;

Make or receive offers of settlement, stipulation, and adjustment.

The person conducting the hearing shall, within thirty (30) days after the hearing or receipt of the hearing transcript, whichever is later, file a recommended order which shall include a caption, time and place of hearing, appearances entered at the hearing, statement of the issues, findings of fact and conclusions of law, separately stated, and recommendation for final District action.
The District shall issue a final order within 45 days:

After the hearing is concluded, if conducted by the Board;

After a recommended order is submitted to the Board and mailed to all parties, if the hearing is conducted by persons other than the Board; or
After the Board has received the written and oral material it has authorized to be submitted, if there has been no hearing.
Eminent Domain. After determining the need to exercise the power of eminent domain

pursuant to Subsection 190.11(11), Florida Statutes, the District shall follow those procedures prescribed in Chapter 73 and 74, Florida Statutes. Prior to exercising the power of eminent domain, the District shall:

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Adopt a resolution identifying the property to be taken;

If the property is beyond the boundaries of the District, obtain approval by resolution of the governing body of the county it taking will occur in an unincorporated area, or of the municipality if the taking will occur within the municipality.

Specific Authority:	§§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented:	§190.011(11), Fla. Stat.
History:	Adopted October 8, 1991

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CHAPTER A‐1

A‐1.09	Procedure for Procuring Professional Services; Protests

Acquiring Services of Certain Consultants. The District will comply with the Consultants’

Competitive Negotiations Act, Section 287.055, Florida Statutes, when selecting firms to provide professional services and in negotiating contracts for professional services within the scope of the practice of architecture, professional engineering, landscape architecture, or registered land surveying for any project the basic construction cost of which is estimated to exceed the threshold amount provided in Section 287.017, Florida Statutes, for category five ($250,000325,000) or for a planning or study activity when the fee for professional
services exceeds the threshold amount provided for category two ($25,00035,000), as such categories may

be amended from time to time.

Design   –  Build  Contracts.	The District will comply with the Consultants’ Competitive

Negotiations Act, Section 287.055(9), Florida Statutes, on each occasion when the District requires professional services under a design‐build contract, as defined in Section 287.055(2)(i), Florida Statutes.
Acquiring Financial Audit Services. The District will comply with the selection procedures set

forth in Section 11.45, Florida Statutes, when selecting firms to provide financial audit services.

Other Professional Services. On each occasion that the District requires the services of a

professional not specified in subsection (1), (2), or (3) above, including but not limited to an attorney, financial advisor, or other consultant, the District shall use such selection procedures as appropriate in light of all the circumstances.
Protests. The District will comply with the requirements of Section 120.57(3), Florida Statutes, and Chapter 28‐110 of the Florida Administrative Code regarding any and all protests that arise from the procurement of professional services under this section to the extent such provisions apply.

Specific Authority: §190.011(5), Fla. Stat.

Law Implemented: §§11.45, 120.57(3) 190.011(3) & (5), 190.033, 287.055, Fla. Stat.

History:	Adopted October 8, 1991; revised May 15, 2007, December 5, 2017

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A‐1.10	Procedure for Purchasing Contractual Services

Scope.

All purchases for contractual services that do not exceed $2,500 shall be made using Good Purchasing Practices, as defined in Subsection (2)(i) of this rule.
Unless otherwise exempt, all purchases for contractual services that exceed $2,500 but do not exceed the threshold amount provided in Section 287.017, Florida Statutes, for category four ($150,000195,000), as such category may be amended from time to time, shall be made using Quotations, as
defined in Subsection (2)(j) of this rule.

Unless otherwise exempt, all purchases for contractual services that exceed the threshold amount provided in Section 287.017, Florida Statutes, for category four, as such category may be amended from time to time, shall be made by Competitive Procedure, as defined in Subsection (2)(k) of this rule, to the maximum extent practicable.
If state or federal law prescribes with whom the District must contract, or establishes the rate of payment, then these rules shall not apply.
A contract involving both goods, supplies, and materials, and contractual services may, in the discretion of the Board, be treated as a contract for goods, supplies, and materials.
For good cause shown, the Board may waive the requirements of this Section when such action is consistent with the overall objectives of the District.
Definitions. For this Section:

“Contractual services” means the rendering by a consultant of planning and professional services performed by persons required by the state to hold a professional license. Contractual services do not include legal (including attorneys, paralegals, court reporters, and expert witnesses including appraisers), artistic, auditing, health, academic program services, or other professional services governed by Section A‐1.09 of these policies. Contractual services do not include the extension of an existing contract for services if such extension is provided for in the contract terms.

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“Invitation to Bid” is a solicitation for sealed bids with the title, date and hour of the public bid opening designated specifically. It includes a description of the services sought, applicable terms and conditions, evaluation criteria, including but not limited to price, and provides for a manual signature of an authorized representative.
“Request for Proposal” is a solicitation for sealed proposals with the title, date, and hour of the public opening designated and requiring the manual signature of an authorized representative. It provides a statement for services sought, applicable terms and conditions, and evaluating criteria, including but not limited to price.
“Responsive bid/proposal” means, a bid or proposal which conforms in all material respect to bid or request for proposal and these rules, and whose cost components are appropriately balance. A bid/proposal is not responsive if the person or firm submitting the bid fails to meet any requirement relating to the qualifications, financial stability, or licensing of the bidder.
“Lowest and best bid” means, in the sole discretion of the Board, the bid (i) submitted by a person or firm capable and qualified in all respects to perform fully the contract requirements and with the integrity and reliability to assure good faith performance, (ii) is responsive to the invitation to bid as determined by the Board, and (iii) is the lowest cost to the District. Minor variations in the bid may be waived by the Board. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids may not be modified after opening.
“Proposal most advantageous to the District” means, in the sole discretion of the Board, the proposal (i) submitted by a person of firm capable and qualified in all respects to perform fully the contract requirements and with the integrity and reliability to assure good faith performance, (ii) that is the most responsive to the request and proposal as determined by the Board, and (iii) is for a cost to the District deemed reasonable by the Board. Minor variations in the proposal may be waived by the Board. Mistakes in arithmetic extension of pricing may be corrected by the Board. Proposals may not be modified after opening. To assure full understanding of the responsiveness to the solicitation requirements, discussions may be

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conducted with qualified offerors. The offerors shall be accorded fair and equal treatment prior to the submittal date with respect to any opportunity for discussion and revision of proposals.
“Emergency purchase” means a purchase necessitated by a sudden unexpected turn of events (e.g., acts of God, riot, fires, floods, hurricanes, accidents, or any circumstances or cause beyond the control of the Board in the normal conduct of its business), where the Board finds that the delay incident to competitive bidding would be detrimental to the interests of the District.
“A continuing contract” is a contract for contractual services entered into in accordance with all the procedures of this rule between the District and a firm or individual, whereby the firm or individual provides contractual services to the District for work of a specified nature as outlines in the contract required by the District, with no time limitation, except that the contract shall provide a termination clause.
“Good Purchasing Practices” shall include but are not limited to the receipt of written quotations, or written records of telephone quotations.
“Quotations” shall mean written quotations, written records of telephone or other oral quotations (including the name and address of each respondent and the amount quoted), or informal bids to be opened upon receipt. If the District receives less than three (3) Quotations, District staff shall include a statement explaining why additional quotes were not received.
“Competitive Procedure” shall mean the procedure set forth in Subsection (3) of this rule.

Procedure. When a purchase of contractual services is within the scope of this rule, the following procedures shall be followed:
The Board shall cause to be prepared a notice of invitation to bid or request for proposal,

as appropriate.

Notice of invitation to bid or request for proposal shall be advertised at least once in a newspaper of general circulation in the District or on the District’s website. The notice shall allow at least seven (7) days for submittal of bids or proposals unless the Board, for good cause, determines a shorter period of time is appropriate.

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The District may maintain a list of persons interested in receiving notices of invitations to bid or requests for proposals. Persons who provide their name and address to the District office for inclusion on the list shall receive notices by mail.
Bids shall be opened at the time and place noted on the invitation to bid and request for proposal. Bids and proposals shall be evaluated in accordance with the invitation or request and these rules.
If only one response to an invitation to bid or request for proposal is received, the District may proceed with procurement for contractual services. If no response to an invitation to bid or request for proposal is received, the District may take whatever steps are reasonably necessary in order to proceed with the procurement of contractual services.
The Board has the right to reject any or all bids or proposals and such reservation shall be included in all solicitation and advertisements. In the event the bids exceed the amount of funds available to or allocated by the District for this purchase, the bids may be rejected. Bidders not receiving a contract award shall not be entitled to recover any costs of bid preparation or submittal from the District.
The lowest and best bid or the proposal most advantageous to the District, as appropriate, shall be accepted. The Board may require bidders to furnish performance and/or other bonds with responsible surety to be approved by the Board.
Notice. Notice of award or intent to award a contract, including the rejection of some or all

bids, shall be provided in writing to all bidders by United States Mail or by hand delivery, and by posting same in the District office for seven (7) days.
Contract Renewal. Renewal of a contract for contractual services shall be in writing and shall

be subject to the same terms and conditions set forth in the initial contract. The costs of any contemplated renewal shall be included in the invitation to bid or request for contracts shall not be renewed for more than two (2) years unless competitively procured. Renewal shall be contingent upon satisfactory performance evaluations by the District.
Contract Manager and Contract Administrator. The Board may designate a representative to

function as contract manager, who shall be responsible for enforcing performance of the contract terms and

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conditions and serve as a liaison with the contractor. The Board may also designate a representative to function as contract administrator, who shall be responsible for maintaining all contract files and financial information. One person may serve as both contract manager and administrator.
Emergency Purchase. The District may make an emergency purchase of contractual services without complying with these rules. The fact that an emergency purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.
Continuing Contract. Nothing in this rule shall prohibit a continuing contract between a firm

or an individual and the District.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§190.033, Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007, December 15, 2009, December 5,

2017

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CHAPTER A‐1

A‐1.11	Purchase of Goods, Supplies, or Materials

Scope.

All purchase of goods, supplies, or materials that do not exceed $2,500 shall be made using Good Purchasing Practices, as defined in Subsection (2)(h) of this rule.
Unless otherwise exempt, all purchases of goods, supplies, or materials that exceed

$2,500 but do not exceed the threshold amount provided in Section 287.017, Florida Statutes, for category four ($150,000195,000), as such category may be amended from time to time, shall be made using
Quotations, as defined in Subsection (2)(i) of this rule.

Unless otherwise exempt, all purchases of goods, supplies, or materials that exceed the threshold amount provided in Section 287.017, Florida Statutes, for category four, as such category may be amended from time to time, shall be made by Competitive Procedure, as defined in Subsection (2)(j) of this
rule.

Contracts for purchases of goods, supplies, or materials shall not be divided solely in

order to avoid the requirements of these rules.

For good cause shown, the Board may waive the requirements of this Section when such action (i) is consistent with the overall objectives of the District and (ii) does not involve a purchase of goods, supplies, or materials that exceeds the threshold amount provided in Section 287.017, Florida Statutes, for category four, as such category may be amended from time to time.
Definitions.

“Invitation to Bid” is a solicitation for sealed bids with the title, date and hour of the public bid opening designated specifically and defining the commodity involved. It includes printed instructions prescribed conditions for bidding, evaluation criteria, and provides for a manual signature of an authorized representative.
“Request for Proposal” is a solicitation for sealed proposals with the title, date, and hour of the public opening designated and requiring the manual signature of the authorized representative. It may

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provide general information, applicable laws and rules, statement of work, functional or general specifications, proposal instructions, work detail analysis, and evaluation criteria as necessary.
“Responsive bid/proposal” means, a bid or proposal which conforms in all material respects to the specifications and conditions in the invitation to bid or request for proposals and these rules, and the cost components of which are appropriately balance. A bid/proposal is not responsive if the person or firm submitting the bid fails to meet any requirement relating to the qualifications, financial stability, or licensing of the bidder.
“Lowest responsible bid/proposal” means, in the sole discretion of the Board, the bid or proposal (i) submitted by a person or firm capable and qualified in all respects to perform fully the contract requirements and with the integrity and reliability to assure good faith performance, (ii) is responsive to the invitation to bid or request for proposal as determined by the Board, and (iii) is the lowest cost to the District. Minor variations in the bid may be waived by the Board. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids may not be modified after opening.
“Goods, supplies, and materials” means supplies, materials, goods, merchandise, food, equipment, information technology, and other personal property, including a mobile home, trailer or other portable structure with floor space of less than 5,000 square feet purchased, leased or otherwise contracted for. Goods, supplies, and materials do not include printing, insurance, advertising or legal notices.
“Purchase” means acquisition by sale, rent, lease, lease/purchase or installment sale. It does not include transfer, sale, or exchange of goods, supplies or materials between the District and any federal, state, regional, or local government entity or political subdivision of the state.
“Emergency purchase” means a purchase necessitated by a sudden unexpected turn of events (e.g., acts of God, riot, fires, floods, hurricanes, accidents, or any circumstances or cause beyond the control of the Board in the normal conduct of its business), where the Board finds that the delay incident to competitive bidding would be detrimental to the interests of the District.
“Good Purchasing Practices” shall include but are not limited to the receipt of written quotations, or written records of telephone quotations.

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“Quotations” shall mean written quotations, written records of telephone or other oral quotations (including the name and address of each respondent and the amount quoted), or informal bids to be opened upon receipt. If the District receives less than three (3) Quotations, District staff shall include a statement explaining why additional quotes were not received.
“Competitive Procedure” shall mean the procedure set forth in Subsection (3) of this rule.

Procedure. When a purchase of goods, supplies, or materials is within the scope of this rule,

the following is appropriate:

The Board shall cause to be prepared a notice of invitation to bid or request for proposal,

as appropriate.

Notice of invitation to bid or request for proposal shall be advertised at least once in the newspaper of general circulation in the County and in the District. The notice shall allow at least seven days for submittal of bids, unless the Board, for good cause, determines a shorter period of time is appropriate.
The District may maintain a list of persons interested in receiving notices of invitations to bid or requests for proposals. Persons who provide their name and address to the District office for inclusion on the list shall receive notices by mail.
Bids or proposals shall be opened at the time and place noted on the invitation to bid and request for proposal. Bids and proposals shall be evaluated in accordance with the invitation or request and these rules.
The lowest responsive and responsible bid or proposal shall be accepted; however, the Board shall have the right to reject all bids, either because they are too high or because the Board determines it is in the best interest of the District. In the event the bids exceed the amount of funds available to or allocated by the District for this purchase, the bids may be rejected. The Board may require bidders to furnish performance and/or other bonds with a responsible surety to be approved by the board. Bidders not receiving a contract award shall not be entitled to recover any costs of bid preparation or submittal from the District

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Notice of award of intent to award, including rejection of some or all bids, shall be provided in writing to all bidders by United States Mail or by hand delivery, and by posting same in the District office for seven (7) days.
If only one response to an invitation to bid or request for proposal is received, the District may proceed with procurement for goods, services, or materials. If no response to an invitation to bid or request for proposal is received, the District may take whatever steps are reasonably necessary in order to proceed with the procurement of goods, services, or materials.
The District may make an emergency purchase of contractual services without complying with these rules. The fact that an emergency purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.
Nothing in this Section shall preclude the purchase of goods, supplies, or materials pursuant to state contract.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§190.033, Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007, December 15, 2009, December 5,

2017

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CHAPTER A‐1

A‐1.12	Contracts for Construction of Authorized Project

Scope.

All contracts for the construction of any project authorized by Chapter 190, Florida Statutes, the total construction project costs of which are estimated in accordance with generally accepted cost‐accounting principles not to exceed $2,500 shall be made using Good Purchasing Practices, as defined in Subsection (2)(g) of this rule.
All contracts for the construction of any project authorized by Chapter 190, Florida Statutes, the total construction project costs of which are estimated in accordance with generally accepted cost‐accounting principles to be in excess of $2,500 but not in excess of $200,000300,000 (or $50,00075,000
for electrical work) (as such threshold amounts may be adjusted from time to time as provided in Section 255.20(2), Florida Statutes) shall be made using Quotations, as defined in Subsection (2)(h) of this rule.
All contracts for the construction of any project authorized by Chapter 190, Florida Statutes, the total construction project costs of which are estimated in accordance with generally accepted cost‐accounting principles to exceed $200,000300,000 (or $50,00075,000 for electrical work) (as such
threshold amounts may be adjusted from time to time as provided in Section 255.20(2), Florida Statutes) shall be made by Competitive Procedure, as defined in Subsection (2)(i) of this rule.
The construction of these projects may involve the purchase of contractual services and/or goods, supplies, or materials as defined in Section A‐1.10 and A‐1.11 of these policies. Where a contract for construction of such a project includes goods, supplies, or materials and/or contractual services, the District may, in its sole discretion, award the contract according to the rules in this subsection in lieu of separately bidding for construction, goods, supplies, or materials, and contractual services. However, a project shall not be divided solely in order to avoid the threshold bidding requirements.
For good cause shown, the Board may waive the requirements of this Section when such action (i) is consistent with the overall objectives of the District and (ii) does not involve a project authorized by Chapter 190, Florid Statutes, the total construction project costs of which are estimated in accordance with generally accepted cost‐accounting principles to exceed $200,000300,000 (or $50,00075,000 for

CHAPTER A‐1

electrical work) (as such threshold amounts may be adjusted from time to time as provided in Section 255.20(2), Florida Statutes).
Definitions.

“Invitation to Bid” is a solicitation for sealed bids with the title, date and hour of the public bid opening designated specifically and defining the work involved. It includes printed instructions prescribing all conditions for bidding, evaluation criteria, and provides for manual signature of an authorized representative.
“Request for Proposal” is a solicitation for sealed proposals with the title, date, and hour of the public opening designated and requiring the manual signature of an authorized representative. It may provide general information, applicable laws, and rules, statement of work, functional or general specifications, proposal instructions, work detail analysis, and evaluation criteria, as necessary.
“Responsive bid/proposal” means, a bid or proposal which conforms in all material respects to the specifications and conditions in the invitation to bid or request for proposal and these rules, and the cost components of which appropriately balanced. A bid/proposal is not responsive if the person or firm submitting the bid fails to meet any requirements relating to the qualifications, financial stability, or licensing of the bidder.
“Lowest responsible bid/proposal” means, in the sole discretion of the Board, the bid (i) submitted by a person or firm capable and qualified in all respects to perform fully the contract requirements and with the integrity and reliability to assure good faith performance, (ii) is responsive to the invitation to bid or request for proposal as determined by the Board, and (iii) is the lowest cost to the District. Minor variations in the bid may be waived by the Board. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids may not be modified after opening.
“Emergency purchase” means a purchase necessitated by a sudden unexpected turn of events (e.g., acts of God, riot, fires, floods, hurricanes, accidents, or any circumstances or cause beyond the control of the Board in the normal conduct of its business), where the Board finds that the delay incident to competitive bidding would be detrimental to the interests of the District.

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“District Representative” means the person or group designated by the chairperson to administer the bidding process. The District Representative may be the chairperson, the Board, any member or committee of the Board, District Counsel, District Manager, or any other person.
“Good Purchasing Practices” shall include but are not limited to the receipt of written quotations, or written records of telephone quotations.
“Quotations” shall mean written quotations, written records of telephone or other oral quotations (including the name and address of each respondent and the amount quoted), or informal bids to be opened upon receipt. If the District receives less than three (3) Quotations, District staff shall include a statement explaining why additional quotes were not received
“Competitive Procedure” shall mean the procedure set forth in Sections 190.033(1) and 255.20, Florida Statutes, and Subsection (3) of this rule.
Procedure.

Notice or invitation to bid or request for proposal shall be advertised at least once in a newspaper of general circulation in the County and in the District or on the District’s website. The Notice shall allow at least seven days for submittal of bids, unless the Board, for good cause, determines a shorter period of time is appropriate.
The District may maintain lists of persons interested in receiving notices of invitation to bid or request for proposals. Persons who provide their name and address to the District office for inclusion on the list shall receive notices by mail.
In order to be eligible to submit a bid or proposal, a firm or individual must, at all time of receipt of the bids or proposals:
Hold the required applicable state professional license in good standing.

Hold all required applicable federal licenses in good standing, if any.

Hold a current and active Florida corporate charter to be authorized to do business in Florida in accordance with Chapter 607, Florida Statutes, if the bidder is a corporation.

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Meet any special prequalification requirements set forth in the bid proposal

specifications.

Evidence of compliance with this rule may be submitted with the bid, if required by the District.

Bids or proposals shall be opened at the time, date, and place noted on the invitation to bid or request for proposal. Bids and proposals shall be evaluated in accordance with the invitation or request and these rules. The District Representative shall evaluate the bids.
To assist in the determination of the lowest responsive and responsible bidder, the District Representative may invite public presentation by firms regarding their qualifications, approach to the project, and ability to perform the contract in all respects.
In determining the lowest responsive and responsible bidder, the District Representative may consider, in addition to factors described in the invitation to bid or request for proposal, the following:
The ability and adequacy of the professional personnel.

Past performance of the District and in other professional employment settings.

Willingness to meet time and budget requirements.

Geographic location of the firm headquarters or office in relation to the project.

Recent, current, and projected workloads of the bidder.

Whether the firm is a certified minority business enterprise.

Volume of work previously awarded to the bidder.

Whether the cost components of the bid response are appropriately balanced.

The lowest responsive and responsible bid/proposal shall be accepted; however, the Board shall have the right to reject all bids, either because they are too high or because the Board determines it is in the best interest of the District. The Board may require bidders to furnish performance and/or other bonds with responsible surety to be approved by the Board. If the Board received fewer than three responses to an invitation to bid or request for proposal, the Board, may, in its discretion, re‐advertise for additional bids without rejecting any submitted bid. In the event the bids exceed the amount of funds available to or

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allocated by the District for this purchase, the bids may be rejected. Bidders not receiving a contract award shall not be entitled to recover any costs of bid preparation or submittal from the District.
Notice of the award or intent to award, including rejection of some or all bids, shall be provided in writing to all bidders by United States Mail or by hand delivery, and by posting the same in the District office for seven (7) days.

Specific Authority:	§190.011(5), Fla. Stat.

Law Implemented:	§§190.033, 255.20, Fla. Stat.

History:	Adopted October 8, 1991; revised May 15, 2007, December 15, 2009, December 5,

2017

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A‐1.13	Contracts for Maintenance Services

Scope.

All contracts for the maintenance of any District facility or project wherein the amount to be paid by the District does not exceed $2,500 shall be made using Good Purchasing Practices, as defined in Subsection (2)(g) of this rule.
Unless otherwise exempt, all contracts for the maintenance of any District facility or project wherein the amount to be paid by the District exceeds $2,500 but does not exceed the threshold amount provided in Section 287.017, Florida Statutes, for category four ($150,000195,000), as such category
may be amended from time to time, shall be made using Quotations, as defined in Subsection (2)(h) of this rule.
Unless otherwise exempt, all contracts for the maintenance of any District facility or project wherein the amount to be paid by the District exceeds the threshold amount provided Section 287.017, Florida Statutes, for category four, as such category may be amended from time to time, shall be made by Competitive Procedure, as defined in Subsection (2)(i) of this rule.
The maintenance of these facilities or projects may involve the purchase of contractual services and/or goods, supplies, or materials as defined in Section A‐1.10 and A‐1.11 of these policies. Where a contract for maintenance of such a facility or project includes goods, supplies, or materials and/or contractual services, the District may, in its sole discretion, award the contract according to the rules in this subsection in lieu of separately bidding for maintenance, goods, supplies, or materials, and contractual services. However, a project shall not be divided solely in order to avoid the threshold bidding requirements.
For good cause shown, the Board may waive the requirements of this Section when such action (i) is consistent with the overall objectives of the District and (ii) does not involve a contract for the maintenance of any District facility or project wherein the amount to be paid by the District exceeds the threshold amount provided in Section 287.017, Florida Statutes, for category four, as such category may be amended from time to time.

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Definition.

“Invitation to Bid” is a solicitation for sealed bids with the title, date and hour of the public bid opening designated specifically and defining the work involved. It includes printed instructions prescribing all conditions for bidding, evaluation criteria, and provides for manual signature of an authorized representative.
“Request for Proposal” is a solicitation for sealed proposals with the title, date, and hour of the public opening designated and requiring the manual signature of an authorized representative. It may provide general information, applicable laws and rules, statement of work, functional or general specifications, proposal instructions, work detail analysis, and evaluation criteria, as necessary.
“Responsive bid/proposal” means, a bid or proposal which conforms in all material respects to the specifications and conditions in the invitation to bid or request for proposal and these rules, and the cost components of which are appropriately balanced. A bid/proposal is not responsive if the person or firm submitting the bid fails to meet any requirements relating to the qualifications, financial stability, or licensing of the bidder.
“Lowest responsible bid/proposal” means, in the sole discretion of the Board, the bid or proposal (i) submitted by a person or firm capable and qualified in all respects to perform fully the contract requirements and with the integrity and reliability to assure good faith performance, (ii) is responsive to the invitation to bid or request for proposal as determined by the Board, and (iii) is the lowest cost to the District. Minor variations in the bid or proposal may be waived by the Board. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified after opening.
“Emergency purchase” means a purchase necessitated by a sudden unexpected turn of events (e.g., acts of God, riot, fires, floods, hurricanes, accidents, or any circumstances or cause beyond the control of the Board in the normal conduct of its business), where the Board finds that the delay incident to competitive bidding would be detrimental to the interests of the District.

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“District Representative” means the person or group designated by the chairperson to administer the bidding process. The District Representative may be the chairperson, the Board, any member or committee of the Board, District Counsel, District Manager, or any other person.
“Good Purchasing Practices” shall include but are not limited to the receipt of written quotations, or written records of telephone quotations.
“Quotations” shall mean written quotations, written records of telephone or other oral quotations (including the name and address of each respondent and the amount quoted), or informal bids to be opened upon receipt. If the District receives less than three (3) Quotations, District staff shall include a statement explaining why additional quotes were not received
“Competitive Procedure” shall mean the procedure set forth in Subsection (3) of this rule.

Procedure.

Notice or invitation to bid or request for proposal shall be advertised at least once in a newspaper or general circulation in the County and in the District or on the District’s website. The notice shall allow at least seven days for submittal of bids, unless the Board, for good cause, determines a shorter period of time is appropriate.
The District may maintain lists of persons interested in receiving notices of invitation to bid or request for proposals. Persons who provide their name and address to the District office for inclusion on the list shall receive notices by mail.
In order to be eligible to submit a bid or proposal, a firm or individual must, at all time of receipt of the bids or proposals:
Hold the required applicable state professional license in good standing.

Hold all required applicable federal licenses in good standing, if any.

Hold a current and active Florida corporate charter to be authorized to do business in Florida in accordance with Chapter 607, Florida Statutes, if the bidder is a corporation.
Meet any special prequalification requirements set forth in the bid proposal

specifications.

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Evidence of compliance with this rule may be submitted with the bid, if required by the District.

Bids or proposals shall be opened at the time, date, and place noted on the invitation to bid or request for proposal. Bids and proposals shall be evaluated in accordance with the invitation or request and these rules. The District Representative shall evaluate the bids.
To assist in the determination of the lowest responsive and responsible bidder, the District Representative may invite public presentation by firms regarding their qualifications, approach to the project, and ability to perform the contract in all respects.
In determining the lowest responsive and responsible bidder, the District Representative may consider, in addition to factors described in the invitation to bid or request for proposal, the following:
The ability and adequacy of the professional personnel.

Past performance of the District and in other professional employment settings.

Willingness to meet time and budget requirements.

Geographic location of the firm headquarters or office in relation to the project.

Recent, current, and projected workloads of the bidder.

Whether the firm is a certified minority business enterprise.

Volume of work previously awarded to the bidder.

Whether the cost components of the bid response are appropriately balanced.

The lowest responsive and responsible bid/proposal shall be accepted; however, the Board shall have the right to reject all bids, either because they are too high or because the Board determines it is in the best interests of the District. The Board may require bidders to furnish performance and/or other bonds with responsible surety to be approved by the Board. If the Board receives fewer than three responses to an invitation to bid or request for proposal, the Board may, in its discretion, re‐advertise for additional bids without rejecting any submitted bid. In the event the bid exceed the amount of the funds available to or allocated by the District for this purchase, the bids may be rejected. Bidders not receiving a contract award shall not be entitled to recover any costs of bid preparation or submittal from the District.

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Notice of the award or intent to award, including rejection of some or all bids, shall be provided in writing to all bidders by United States Mail or by hand delivery, and by posting the same in the District office for seven (7) days.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§190.033(3), Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007, December 15, 2009, December 5,
2017
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A‐1.14	Purchase of Insurance for District Employees
Scope.

The purchase of life, health, accident, hospitalization, legal expense, or annuity insurance, or all or any kind of such insurance for the officers and employees of the District, and for health, accident, hospitalization, and legal expense insurance for the dependents of such officers and employees upon a group insurance plan by the District, shall be governed by these rules. Nothing in this rule shall require the District to purchase insurance. For good cause shown, the Board may waive the requirements of this Section when such action is (a) permitted by governing law and (b) consistent with the overall objectives of the District.
Definitions.

“Invitation to Bid” is a solicitation for sealed bids with the title, date, and hour of the public bid opening designated specifically and defining the type of insurance requested. It includes printed instructions prescribing conditions for bidding, evaluation criteria, and provides for manual signature of an authorized representative. An invitation to bid may contain ranges of coverage desired and deductible amounts.
Procedure. For a purchase of insurance within the scope of this rule, the following procedure

shall be followed:

The Board shall cause to be prepared a notice of invitation to bid.

Notice of invitation to bid shall be advertised at least once in a newspaper of general circulation in the County and in the District or on the District’s website. The notice shall allow at least seven
days for submittal of bids, unless the Board, for good cause, determines a shorter period of time is appropriate.
The District may maintain a list of persons interested in receiving notices of invitations to bid. Persons who provide their name and address to the District office for inclusion on the list shall receive notices by mail.
Bids shall be opened at the time and place noted on the invitation to bid.

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If only one response to an invitation to bid is received, the District may proceed with the purchase. If no response to an invitation to bid is received, the District may take whatever steps are reasonably necessary in order to proceed with the purchase.
The Board has the right to reject any and all bids and such reservations shall be included in all solicitations and advertisements.
Simultaneously with the review of submitted bids, the District may undertake negotiations with those companies which have submitted reasonable and timely bids and, in the opinion of the Board, are fully qualified and capable of meeting all services and requirements. Bid responses shall be evaluated in accordance with the specifications and criteria contained in the invitation to bid; in addition, the total cost to the District, the cost, if any, to District officers, employees, or their dependents, the geographic location of the company’s headquarters and offices in relation to the District, past performance for the District, and the ability of the company to guarantee premium stability may be considered. A contract to purchase insurance shall be awarded to that company whose response to the invitation to bid best meets overall need of the District, its officers, employees, and/or dependents.
Notice of award of intent to award, including rejections of some of all bids, shall be provided in writing to all bidders by United States Mail or by hand delivery, and by posting the same in the District office for seven (7) days.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§112.08, Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007, December 15, 2009

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A‐1.15	Bid Protests of Construction Contracts

Notwithstanding any other provision in these rules, the resolution of any protests regarding the decision to solicit or award a contract for a bid or proposal under Section A‐1.12 of these policies shall be in accordance with this section.
Notice. The District shall give bidders written notice of its decision to award or intent to

award a contact – including rejection of some or all bids by United States Mail or by hand delivery, and by posting same in the District office for seven (7) days. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allotted for filing a bond, shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.”
Filing. Any person who is affected adversely by the District’s decision or intended decision

shall file with the District a notice of protest in writing within seventy‐two (72) hours after the posting of the final bid tabulation or after receipt of the notice of the District decision or intended decision, and shall file a formal written protest within ten (10) days after the date of filing of the notice of protest. With respect to a protest of the specifications contained in an invitation to bid or in a request for proposals, the notice of protest shall be filed in writing within seventy‐two (72) hours after the receipt of notice of the project plans and specifications in an invitation to bid or request for proposals, and the formal written protest shall be filed within ten (10) days after the date of the notice or protest is filed. Failure to file a notice of protest or failure to file a formal written protest shall constitute a waiver of all further proceedings. The formal written protest shall state with particularity the facts and law upon which the protest is based and shall conform with the requirements of Chapter 28‐110 of the Florida Administrative Code.
Award Process. Upon receipt of a notice of protest which has been timely filed, the District

shall stop the bid solicitation process or the contract and award process until the subject of the protest is resolved. However, if the District sets forth in writing particular facts and circumstances which require the continuance of the process without delay in order to avoid an immediate and serious danger to the public health, safety, or welfare, the award process may continue.

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Mutual Agreement. The District, on its own initiate or upon the request of a protester, shall

provided an opportunity to resolve the protest by mutual agreement between the parties within seven (7) days excluding Saturdays, Sundays, and legal holidays of receipt of a formal written request.
Informal Proceeding. If the subject of a protest is not resolved by mutual agreement, and if there is no disputed issue of material fact, an informal proceeding shall be conducted in accordance with the procedural guidelines set forth in Section A‐1.08 of these policies.
Formal Proceeding, If the protest is not resolved by mutual agreement, and if there is a

disputed issue of material fact, then the District shall refer the protest to the Division of Administrative Hearings (DOAH) for proceedings under Section 120.57(1), Florida Statutes.

Specific Authority:	§§120.57, 190.011(5), Fla. Stat. Law Implemented:	§§120.57, 190.033, Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007, December 15, 2009
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A‐1.16	Bid Protests Relating to Any Other Award

Notwithstanding any other provision in these rules, the resolution of any protests regarding the decision to solicit or award a contract for a bid or proposal under Section A‐1.10, A‐1.11, A‐1.13, or A‐1.14 of these policies shall be in accordance with this section.
Notice. The District shall give all bidders written notice of its decision to award or intent to award a contact including rejection of some or all bids by United States Mail or by hand delivery, and by posting same in the District office for seven (7) days.
Filing. Any person who is affected adversely by the District’s decision or intended decision shall file with the District a notice of protest in writing within seventy‐two (72) hours after the posting of the final bid tabulation or after receipt of the notice of the District decision or intended decision, and shall file a formal written protest within seven (7) days after the date of filing of the notice of protest. The formal written protest shall state with particularity facts and law upon which the protest is based. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of all further proceedings.
Award Process. Upon receipt of a notice of protest which has been timely filed, the District shall stop the bid solicitation process or the contract and award process until the subject of the protest is resolved. However, if the District sets forth in writing particular facts and circumstances which require the continuance of the process without delay in order to avoid an immediate and serious danger to the public health, safety, or welfare, the award process may continue.
Mutual Agreement. The District, on its own initiative or upon the request of a protester, shall provide an opportunity to resolve the protest by mutual agreement between the parties within five (5) days excluding ‐ Saturdays, Sundays, and legal holidays ‐ of receipt of a formal written request.
Hearing. If the subject of a protest is not resolved by mutual agreement, the District shall hold a proceeding in accordance with the procedural guidelines set forth in Section A‐1.08 of these policies.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§190.033, Fla. Stat.
History:	Adopted October 8, 1991; revised May 15, 2007
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A‐1.17	Purchase of Goods, Equipment, and Contractual Services from Other Governmental Contracts
Conditions. In lieu of an invitation to bid or request for proposal or soliciting quotations, the

District may make purchases at or below the prices specified in contracts of other governments and agencies to procure goods and services if the following conditions are present.
The bid documents and selection procedures used by the other government or agency are consistent with the District’s purchasing policies;
The vendor is willing to sign a District contract form (if applicable) as prepared by the

District;

The vendor is willing to offer to the District the same terms, conditions, and prices (or below such prices) used in the original contract/bid; and
The unit prices in the original contract(s) include every item that the District intends to purchase from the vendor.
Prohibition on Use. Purchases may not be made under this Section A‐1.17 for the following

types of agreements, unless first approved by the District Board of Supervisors:

Construction services.

Professional services contracts.

Permission to Use District Contacts. The District allows other governmental entities to make

purchases at or below the prices specified in its contracts.

Specific Authority:	§190.011(5), Fla. Stat.
Law Implemented:	§§163.3164, 190.033, 287.057, 287.042, 287.056, Fla. Stat.; Fla. Admin. Code Rules 60A‐1.005, 60A‐1.047
History:	Adopted December 15, 2009
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A‐1.18	Conditions and Charges for District Equipment Services

Conditions. The District shall make available the services of its Vac‐Conuum Jetter truck,

remotely operated vehicle stormwater inspection camera (“ROV Camera”), and Aquatic Harvester boat (collectively, “District Equipment Services”) to home owners’ associations (“HOAs”) and property owners’ associations (“POAs”) located within the District and to governmental agencies located outside of the District (“Outside Agencies”) upon the following conditions:
The provision of District Equipment Services shall be limited to times and conditions that do not interfere with the District’s use of such equipment or ordinary District operations, as determined by the District Manager.
HOAs, POAs and Outside Agencies shall be responsible for paying all applicable charges for the District Equipment Services as provided in this Section. If District Equipment Services are provided outside of the regular business hours of the District, the District Manager shall impose and collect, in addition to the charges set forth in subsection (2) of this Section A‐1.18, such additional charges as necessary to compensate the District fully for the additional costs incurred in the provision of such services.
Outside Agencies receiving District Equipment Services shall provide such insurance as deemed appropriate by the District Manager in consultation with District Counsel.
Charges. The following charges shall apply to the provision of the District Equipment Services

provided to HOAs, POAs, and Outside Agencies, during regular business hours of the District:

Vac‐Conuum Jetter truck: Minimum fee of $400.00 per half day; $800.00 per full day.

ROV Camera: Minimum fee of $400.00 per half day; $800.00 per full day.

Aquatic Harvester boat: Minimum fee of $600.00 per half day; $1,200.00 per full day.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§190.035(2), Fla. Stat.
History:	Adopted December 15, 2009

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A‐1.19	Job Descriptions

General.	Job Descriptions document and describe the prescribed qualification for and

essential functions of each administrative staff position and thereby promote organizational effectiveness and efficiency.
Creation and Revision of Job Description. The Board shall act upon written recommendations

submitted by the District Manager to create new positions. The recommendations shall include the job title, pay grade, minimum qualifications. And major functions for these positions. The District Manager may find it necessary to revise duties and responsibilities, which may be done without Board action. Revisions to job titles, pay grades, minimum qualifications, and major functions shall require adoption by the Board in the manner provided in the Florida Administrative Procedure Act, Chapter 120, Florida Statutes.
Notice.	Once a position has been established or the job description revised, each staff

member employed in the position shall be made aware of the details of the job description.

Specific Authority:	§190.011(5), Fla. Stat. Law Implemented:	§120.54, Fla. Stat.
History:	Adopted April 2, 2013

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A‐1.20	Legal Defense and Indemnification

General. As set forth in this policy and in accordance with Sections 111.07 and 768.28,

Florida Statutes, the District hereby agrees to provide legal representation to defend any and all civil actions, including federal civil rights and other federal civil claims, arising from a complaint for damages or injuries suffered as a result of any action or omission of action of all Board members, officers, and employees present or former, arising out of and in the scope of his or her employment or function, unless, in the case of a tort action, the Board member, officer, or employee acted in bad faith, with malicious purpose, or in a manner exhibiting wanton and willful disregard of human rights, safety, or property. Defense of such civil actions includes, but is not limited to, any civil rights lawsuit seeking relief personally against any Board member, officer, or employee for an act or omission under color of state law, custom or usage, wherein it is alleged  that such Board member, officer, or employee has deprived another person of rights secured under the Federal Constitution or laws, including, by way of example, actions under 42 U.S.C. § 1983 or other federal statute. The District hereby further agrees to provide legal representation to defend against any other litigation arising against a Board member, officer, or employee from the performance of their official duties while serving a public purpose, including civil, administrative or criminal actions as permitted by law. To the extent the State does not through its laws protect the Board, its officers, and employees from liability, the District is committed to doing so to the extent described in this policy and as permitted by law. By these provisions, the District does not waive any immunity from liability or limited waiver of such immunity as granted under Florida law.
Scope. The District, in accordance with Florida law, agrees that the following Board members,

officers, and employees of the District shall be provided the benefit of the indemnification, support and legal defense provisions provided in this policy:
All members of the Board of Supervisors;

The District Manager, Secretary and Assistant Secretaries, Treasurer and Assistant Treasurers, and other District officers; and
All employees of the District.

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Application. This policy is intended to evidence the District’s support of Board members,

officers, and employees who perform acts and render decisions in the good faith performance of their duties and functions. The District will neither support nor defend those actions or omissions committed by an individual outside the scope of his or her office or committed in bad faith or with malicious purpose or in a manner exhibiting wanton and willful disregard of human rights, safety, or property. The District Board member(s), officer(s), and/or employees in question are each presumed to have acted within the scope of his or her office and are presumed to be acting in good faith, without a malicious purpose and not in a manner exhibiting wanton and willful disregard of human rights, safety or property. The District’s Board of Supervisors may overcome this presumption only by unanimous vote of those participating and voting, in accordance with Section (7) herein.
Payment. The District agrees to pay any final judgment, including damages, fines, penalties or other damages, costs, and attorney’s fees and costs, arising from any complaint for damages or injuries suffered as a result of any action or omission of action of any Board member, officer, or employee as described in Section 111.07, Florida Statutes. If the action arises under Section 768.28, Florida Statues, as a tort claim, the limitations and provisions of that section governing payment shall apply. If the action is a civil rights action arising under 42 U.S.C. § 1983, or similar federal statutes, payment for the full amount of judgment may be made unless the individual has been determined in the final judgment to have caused the harm intentionally. The District agrees to pay any compromise or settlement of any claim or litigation described in this paragraph, provided, however, that the District determines such compromise or settlement to be in the District’s best interest.
Reimbursement. In the event that the District has expended funds to provide an attorney to

defend a Board member, officer, or employee who is found to be personally liable by virtue of actions outside the scope of his or her employment or function, or is found to have acted in bad faith, with malicious purpose, or in a manner exhibiting wanton and willful disregard of human rights, safety, or property, the individual

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shall be required to reimburse the District for funds so expended. The District may recover such funds in a civil action against such individual.
Insurance. The District may insure itself in order to cover all reasonable costs and fees

directly arising out of or in connection with any legal claim or suit that directly results from a decision or act made by a Board member, officer, or employee while performing the duties and functions of his or her position.
Procedure to Rebut Presumption of Automatic Payment. To rebut the presumption of the

automatic payment of judgments or provision of legal representation under this policy, at least one of the following determinations shall be made by a unanimous decision of the District’s Board of Supervisors participating and voting:
The actions of the Board member, officer, and/or employee were outside the scope of his or her duties and authority; or
The acts or omissions of the Board member, officer, and/or employee constituted bad faith, malicious purpose, intentional infliction of harm or were done in a manner exhibiting wanton and willful disregard of human rights, safety or property; or
The Board member, officer, and/or employee received financial profit or advantage to which he or she was not legally entitled.
Requirements for Legal Representation. To ensure the provision of legal representation

pursuant to this policy, the following must be met:

A copy of the summons, complaint, notice, demand letter or other document or pleading in the action, or a letter setting forth the substance of any claim or complaint, must be delivered to the District Chairman, Vice Chairman, District Manager or District Attorney within fourteen (14) calendar days after actual receipt of any such document together with a specific request in writing that the District defend or provide representation for  the Board member, officer, and/or employee; and

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The Board member, officer, and/or employee must cooperate continuously and fully with the District in the defense of the action.
Notwithstanding any other provision herein, including Subsection (7), any indemnification, legal defense, or other protection provided pursuant to this representation shall not extend to:
Consulting or other outside professional or business activities for which the Board member, officer, and/or employee received financial or other material compensation, which are outside the scope of his or her District duties and authority; and
Any independent contractor for whom defense or indemnification is not authorized pursuant to Section 2 of this policy, unless the Board votes to authorize such indemnification, legal defense, or other protection; and
Any fine, penalty or other punishment imposed as a result of conviction for a criminal offense, and any legal fees and costs incurred to defend criminal prosecution in which a conviction is obtained; and
Any indemnification or defense prohibited by law.

Retention of Legal Counsel. In the event legal representation or defense is provided pursuant

to this policy, the Board member, officer, and/or employee may either:

Retain legal counsel appointed by the District, in which case legal counsel shall be paid directly by the District; or
Retain legal counsel chosen by the Board member, officer, and/or employee, in which case the District shall have the right to:
Approve, in advance, any agreement for legal fees or disbursements; and

Pay all or part of the legal fees, costs and other disbursements and to set a maximum for legal fees, costs and other disbursements; and
Direct the defense and settle or compromise the action or claim; and

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Reduce or offset any monies that may be payable by the District by any court costs or attorneys fees awarded to the Board member, officer, and/or employee.
No Third Party Beneficiaries. The benefits of this policy shall not enlarge the rights that

would have been available to any third‐party plaintiff or claimant in the absence of this policy.

Binding Effect. To the extent permitted by law, this policy shall inure to the benefit of the

heirs, personal representatives and estate of the Board member, officer, and/or employee.

Effect of amendments. The District reserves the right to change, modify or withdraw this

policy in its sole discretion, except as to actions, demand or other claims based on acts or omissions that occurred before the effective change, modification or withdrawal of this policy.

Specific Authority:	§§120.54, 190.011(5), Fla. Stat. Law Implemented:	§§120.54, 111.07, 768.28, Fla. Stat. History:	Adopted December 6, 2016

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A‐1.21	Fund Balance Policy—General Fund

Purpose. The District shall maintain reservations of Fund Balance, as defined in this Policy, in

accordance with Governmental Accounting Standards Board Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions (February 2009). This Policy shall only apply to the District's General Fund. Fund Balance shall be composed of nonspendable, restricted, committed, assigned, and unassigned amounts. Fund Balance information is used to identify the available resources to repay long‐term debt, reduce non‐ad valorem assessments, add new governmental programs, expand existing ones, or enhance the financial position of the District, in accordance with policies established by the Board.
Definitions.	Fund Balance is a measurement of available financial resources and is the

difference between total assets and total liabilities in each fund. Governmental accounting principles distinguish Fund Balance classifications based on the relative strength of the constraints that control the purposes for which specified amounts can be spent. Beginning with the most restrictive constraints, Fund Balance amounts will be reported in the following categories:
Nonspendable Fund Balance—amounts that are not in a spendable form (e.g., inventory), or are legally or contractually required to be maintained intact (e.g., principal of an endowment fund).
Restricted Fund Balance—amounts that can be spent only for the specific purposes stipulated by external parties either constitutionally or through enabling legislation (e.g., grants or debt
covenants).

Committed Fund Balance—amounts that can be used only for the specific purposes

determined by a formal action of the Board. Commitments may be changed or lifted only by referring to the formal action that imposed the constraint originally.
Assigned Fund Balance—amounts intended to be used by the District for specific purposes. Intent may be expressed by the Board or by a designee to whom the Board delegates the authority. In governmental funds other than the General Fund, assigned balance represents the amount that is not restricted or committed. This indicates that resources in other governmental funds are, at a minimum,

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intended to be used for the purpose of that fund (e.g., Impact Funds).

Unassigned Fund Balance—includes all amounts not contained in other classifications and is the residual classification of the General Fund only. Unassigned amounts are the portion of Fund Balance that is not obligated or specifically designated and is available for any purpose.
Responsibility. The responsibility for designating funds to specific classifications shall be as

follows:

Committed Fund Balance—The Board is the District's highest level of decision‐making authority, and the formal action that is required to be taken to establish, modify, or rescind a Fund Balance commitment is a resolution amending this Policy approved by the Board in accordance with Sections 120.54 and 120.81, Florida Statutes.
Assigned Fund Balance—The District Board of Supervisor’s has authorized the District Manager as the official authorized to assign Fund Balance to a specific purpose as approved by this Fund Balance Policy.
Minimum Unassigned Fund Balance. It is the goal of the District to achieve and maintain an

Unassigned Fund Balance in the General Fund at fiscal year end of not less than seventeen percent (17%) of expenditures, which represents approximately two (2) months' operating expenditures. If the Unassigned Fund Balance at fiscal year end falls below the goal, the District shall develop a restoration plan to achieve and maintain the minimum fund balance.
Use of Unassigned Fund Balance.

Disbursement of funds from Unassigned Fund Balance in excess of the seventeen percent (17%) target shall be authorized by a resolution of the Board and may be approved by inclusion in the approved annual budget (and amendments thereto). These funds shall be used only for non‐recurring expenditures such as capital, grants, one‐time programs, or for emergency and disaster relief, or as a budget stabilization reserve in the case of revenue declines, unanticipated expenditures, or unfunded mandates.
Should a projected budget surplus exist in any given year, such surplus may be used to offset operating expenses in the subsequent year, provided that such usage does not reduce Unassigned Fund

CHAPTER A‐1

Balance below the seventeen percent (17%) target. Such use of Unassigned Fund Balance shall represent an Assignment of Fund Balance and be at the discretion of the District Manager when preparing the annual budget, subject to approval of the budget by resolution of the Board.
After completion of the annual audit, the projected budget surplus will be compared to the actual surplus, and appropriate budget amendments made to adjust the budgeted Unassigned Fund Balance to actual. If the budgeted use of Unassigned Fund Balance causes the balance to fall below the seventeen percent (17%) target, the Finance Administrator will so advise the District Manager and the Board in order for the necessary action to be taken to restore the Unassigned Fund Balance to the target level.
Disbursement of funds from Unassigned Fund Balance below the seventeen percent (17%) target is to be used only for emergency and disaster relief or as a budget stabilization reserve in the case of revenue declines, unanticipated expenditures, or unfunded mandates. The District shall develop a restoration plan and attempt to replenish these funds over a period not to exceed five (5) years.
Order of Expenditure of Funds. When multiple categories of Fund Balance are available for

expenditure (e.g., a project is being funded partly by a grant, funds set aside by the Board, and Unassigned Fund Balance), the District will start with the most restricted category and spend those funds first before moving down to the next category with available funds.

Specific Authority: §§ 190.011(5), 120.53, Fla. Stat. Law Implemented: §§ 189.016, 190.008, Fla. Stat. History:	Adopted October 3, 2017
*    *   *

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

PH 3	Consider Resolution No. 2017-11 – Amending Chapter A-III of the Rules of the Board of Supervisors of the St. Lucie West Services District Regarding Positions, Qualifications, Compensation, Employment, and Termination of District Employees

Summary

The Public Hearing is to hear public comment on the adoption of proposed amendments to Chapter A-III Regarding Positions, Qualifications, Compensations Employment and Termination of District Employees (to update certain job titles and add certain positions to the definition of “high ranking employees”), as Rules of the St. Lucie West Services District, as outlined in Resolution 2017-11: A Resolution Amending Chapter A-III of the Rules of Board of Supervisors of the St. Lucie West Services District Regarding Positions, Qualifications, Compensations, Employment and Termination of District Employees: Providing an Effective Date.

The Public Hearing was advertised in the Treasure Coast Palms Newspaper on October 30, 2017. The attached affidavit of publication verifies that advertisement of the public hearing was published within the general circulation at least 28 days prior to the public hearing on December 5, 2017.

Recommendation

Staff recommends adoption of Resolution 2017-10: A Resolution Amending Chapter A-III of the Rules of the Board of Supervisors of the St. Lucie West Services District Regarding Positions, Qualifications, Compensation, Employment, and Termination of District Employees; Providing an Effective Date.

District Manager: Dennis Pickle

Budget Impact
Project Number:	Available Project Budget: $0.00
ORG Number:	This Project: $0.00
Available Balance: $0.00
Board Action

Moved by:	Seconded by:	Action Taken:

Treasure Coast Newspapers

TC

St. Lucie News-Tribune
1939 SE Federal Highway, Stuart, FL 34994
AFFIDAVIT OF PUBLICATION

STATE OF FLORIDA
COUNTY OF ST. LUCIE
Before the undersigned author ity pe rsona lly appeared, Natalie Zollar, who on oath says that she is Classifie d Inside Sales Manager of the St. Lucie News-Tribune, a daily newspaper published at Fort Pie,ce  in St. Lucie Coun ty, Flor ida; that the attached copy of advertisement was published in the St, Lucie News-Tribune. in the following issues below. Affiant further says that the said St Lucie News-Tribune is a newspaper published in Fort Pierce, in said St. Lucie County , Florida, and that said newspaper has heretofore been coMinuously published in said St. Lucfe County, Florida, daily and distributed in St. Lucie County, Florida, for a period of one year nellt preceding the first publication of t.he attached copy of advertisement; and aittant
further says that she has neither paid or promised any person, firm or corporation any disco1mt, rebate, commis,lon or refund for the purp05e or securing this adsertisement for publication in the said newspaper. The St. Lucie News-Tribune has been entered as Pe riod ical Matter at the. Post Offices in Fort Pierce , St. Lucie County, Florida and has been 'for a period of one year ne l preceding the first publication of the attached copy of advertisement.

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RESOLUTION NO. 2017-11

A RESOLUTION AMENDING CHAPTER A-III OF THE RULES OF THE BOARD OF SUPERVISORS OF THE ST. LUCIE WEST SER- VICES DISTRICT REGARDING POSITIONS, QUALIFICATIONS, COMPENSATION, EMPLOYMENT, AND TERMINATION OF DIS- TRICT EMPLOYEES; AND PROVIDING AN EFFECTIVE DATE.

SECTION 1. AUTHORITY FOR THIS RESOLUTION. This Resolution is adopted pursuant to Sections 120.54, 190.011(5), and 190.035, Florida Statutes.
SECTION 2. FINDINGS. The Board of Supervisors of the St. Lucie West Services District ("Board") hereby finds and determines as follows:
The St. Lucie West Services District ("District") is a local unit of special- purpose government organized and existing under and pursuant to Chapter 190, Florida Statutes, as amended.
The Board is authorized under Chapters 120 and 190, Florida Statutes, to adopt this Resolution as a Rule of the District.
The purpose of this Rule is to amend certain policies for the District that relate to the positions, qualifications, compensation, employment and termination of Dis- trict employees.
This Rule is necessary to establish and maintain the roles and responsibili- ties of District personnel.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF ST. LUCIE WEST SERVICES DISTRICT:
SECTION 3. CHAPTER A-III AMENDED. Chapter A-III of the District’s Operating Policies and Procedures, St. Lucie West Services District, Positions, Qualification, Compensa- tion, Employment, and Termination, is hereby amended to read as set forth in the attached

Amendment III to such policies (with new text shown in underline, and deleted text shown as

struck through).

SECTION 4. EFFECTIVE DATE. This Rule shall become effective on the date of adoption.
APPROVED AND ADOPTED this 5th day of December, 2017.

ST. LUCIE WEST SERVICES DISTRICT
Attest:

 		By:	 Secretary			Vincent J. D’Amico, Chairman
Board of Supervisors

AMENDMENT III TO CHAPTER A-III OF THE RULES OF THE ST. LUCIE WEST SERVICES DISTRICT

POSITIONS, QUALIFICATIONS, COMPENSATION, EMPLOYMENT, AND TERMINATION OF DISTRICT EMPLOYEES

A-III:  1.01  PURPOSE.  The purpose of this Rule is to amend certain policies of the   St. Lucie West Services District that relate to the employment and termination of District employees; and to provide an effective date.
Specific Authority: §§120.54, 190.011(5), Fla. Stat.
Law Implemented: §§120.54, 190.007, 190.011(5), Fla. Stat.
History:	Adopted August 1, 2006; revised November 20, 2007, April 2,
2013, December 5, 2017

A-III: 1.02 NECESSITY. This Rule is necessary to clarify the  roles  and  responsibilities of the Board of Supervisors and the District Manager in determining the employment and termination of District employees.
Specific Authority: §§120.54, 190.011(5), Fla. Stat.
Law Implemented: §§120.54, 190.007, 190.011(5), Fla. Stat.
History:	Adopted August 1, 2006; revised November 20, 2007, April 2,
2013, December 5, 2017

A-III: 1.03 AMENDMENT. Chapter A-III of the District’s Operating Policies and Procedures, St. Lucie West Services District, Positions, Qualifications, Compensation, Employment, and Termination, shall be revised to read as follows:
*	*	*

ST. LUCIE WEST SERVICES DISTRICT CHAPTER A-III

POSITIONS, QUALIFICATIONS, COMPENSATION, EMPLOYMENT, AND TERMINATION OF DISTRICT EMPLOYEES

SECTION 1. DEFINITIONS

As used in this policy:

The term “high ranking employees” shall mean and include individuals holding the District positions of Public Works Director/Assistant District Manager, Utility Operations Manager or Utility Director, District Superintendent Utility Director/Assistant District Manager, Assistant Public Works Director, Assistant Utility Director, Director of Office Administration, Chief Water Treatment Plant Operator, and Chief Wastewater Treatment Plant Operator.

The term “non-high ranking employees” shall mean and include individuals holding all District positions except those designated as high ranking employees.

SECTION 2. DISTRICT MANAGER RESPONSIBILITY AND AUTHORITY

The District Manager shall be responsible for:

As to all District employees and positions:

Recommending to the Board of Supervisors written job descriptions setting forth the duties, responsibilities, and qualifications of all District employee positions.

Recommending to the Board of Supervisors the levels of compensation and benefits for all District employee positions and employees.

As to non-high ranking employees:

Advertising open positions, interviewing applicants, and hiring or promotion of individuals to fill all non-high ranking positions at rates of pay consistent with the compensation and benefit levels established for such positions.

Undertaking discipline, including suspension with or without pay and/or termination when appropriate, of non-high ranking employees whose conduct merits such action.

As to high-ranking employees:

Advertising open positions, interviewing applicants, and presenting in writing to the Board of Supervisors nominations for the hiring or promotion of individuals to fill all high ranking positions at rates of pay consistent with the compensation and benefit levels established for such positions.

Undertaking discipline, including suspension with or without pay when appropriate, of high ranking employees whose conduct merits such action, provided, however, that termination of any high-ranking employee shall require
(i) a written recommendation from the District Manager to the Board of Supervisors specifying the misconduct warranting termination, and (ii) an affirmative vote, by a majority of the Board of Supervisors present and voting on such recommendation, approving termination.

SECTION 3. BOARD RESPONSIBILITY AND AUTHORITY

The Board of Supervisors shall be responsible for:

As to all District employees and positions:

Reviewing the recommendations of the District Manager and adopting written job descriptions setting forth the duties, responsibilities, and qualifications of all District employee positions.

Reviewing the recommendations of the District Manager and adopting levels of compensation and benefits for all District employee positions and employees.

As to high-ranking employees:

Reviewing each written nomination by the District Manager for the hiring or promotion of an individual to fill a high ranking position, and (i) approving the nomination as presented by the District Manager, (ii) approving the nomination presented by the District Manager, subject to modification of the proposed rate of pay consistent with the compensation and benefit levels established for such position, or (iii) rejecting the nomination presented by the District Manager, in which event the District Manager shall promptly present to the Board of Supervisors another nomination for consideration.

Reviewing each written recommendation of the District Manager for the termination of a high ranking employee and determining, by an affirmative vote of a majority of the Board of Supervisors present and voting on such recommendation, whether to approve termination.

SECTION 4. COLLECTIVE BARGAINING AGREEMENTS

Any provision of a collective bargaining agreement that is ratified by the Board of Supervisors and affects members of a collective bargaining unit shall prevail over any provision of this chapter in conflict with such agreement. The conflicting provision shall be deemed amended during the term of the agreement.

Specific Authority:	§§120.54, 190.011(5), Fla. Stat.
Law Implemented:	§§120.54, 190.007, 190.011(5), Fla. Stat.
History:	Adopted August 1, 2006; revised November 20, 2007, April 2,
2013, December 5, 2017

*	*	*

A-III   1.04	EFFECTIVE DATE. This Rule shall become effective upon its approval by the Board of Supervisors of the St. Lucie West Services District.
Specific Authority:	§§120.54, 190.011(5), Fla. Stat.
Law Implemented:	§§120.54, 190.007, 190.011(5), Fla. Stat.
History:	Adopted August 1, 2006; revised November 20, 2007, April 2,
2013, December 5, 2017

Approved by Board of Supervisors: December 5, 2017

Vincent J. D’Amico, Chairman
Board of Supervisors ATTEST:

Secretary

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

Item
DA 1	Status Report/Updates

Summary

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

Item
DE 1	Status Report/Updates

Summary

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

DM 1	Approval for the Purchase of a New 2018 Ford F-250 4WD for the UGU Division

Summary

Provided for your review and approval are three proposals to purchase a 2018 Ford F-250 4WD. This vehicle will replace a 2008 F150 (#213) which will be traded in.

Staff received three proposals from local Dealers.

1. Velde Ford, Inc. of Vero Beach, FL.	$26,370.45	
2. Gilbert Ford of Okeechobee, FL.	$26,213.50	
3. Sunrise Ford of Fort Pierce, FL.	$27,026.00	

This purchase will be budgeted out of the Utility Fund, UGU Division, Capital Outlay Equipment.

Recommendation

Staff recommends approval for the purchase of a 2018 Ford F-250 4WD from Gilbert Ford, of Okeechobee FL for the not to exceed price of $26,213.50.

District Manager: Dennis Pickle
Assistant Utilities Director: Joshua C Miller
UGU Superintendent: Randy Garren

Budget Impact
Project Number:	Available Project Budget: $84,150.00
ORG Number:5-32101	This Project: $26,213.50
Available Balance: $57,936.50
Board Action

Moved by:	Seconded by:	Action Taken:

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Z1	Oxford White
M	Vinyl 40/20/40 Seating
S	Steel Int erior
996	6.2L EFI Gas Engine
44S		6 Speed Aut omat ic Transmission X37	3.73 Rear Axle
512	Spare Tire and Wheel
90L	Power Eq uipment Group; Accessory delay, M anua l- fo lding, manu ally t elescoping, power glass trailer tow  mirrors with heated glass, heated convex: spotter mirror, integrated clearance lamps/turn signals,  Perimet er  Al arrn, Power locks, Power windows
600A	equ 1pm e nt Group XL Series, front license bracket, two front tow hooks, tr aile r sway control, Manual
Telescoping Power Trail er Tow Mirrors
52B	Trailer Brake Control 665	Upfitter Swi tches Llne-x Spray In Bed line r

Accessories; LED Strobes, Window Tint billed separately
Trade Vehicle VIN; 1FTRF12298KE07230

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772-461-6000   www.Sunrise-Ford.com

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LOCKIIIG Rn\OVABLE TAILGATE W/ LIFT ASSIST
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P235/701\17 OSW A/S TIRES
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OPTIONAL EQUIPMENT
PREFERREO EQUIPMENT PKG.502A
,FLOOn CARPET DELETE ELECT,ONIC 4-SPO AUTO O/D
.P235 70RX17 BSW ALL-SEASON
3.55 RATIO REGULAR AXLE 6650# GVWR PACKAGE
FRONT LICENSE PLATE BRACKET
TRAILER TOW PACKAGE AIR COND TIONING VINYL 40/20/40

l,!ift.,'fnllPrleo
S18,000.00

1,095 .oo
50.00
NO CHARGE
350.00
850.00
NO CIIARGE

DOHE LAMP	,

3YR/ 3 000 BUHPER / DUMPER

TOTAL VEHICLE & OPTIONS 20,345.00

TILT STEERING WIIEEL
FUNCTIONAi
4 Plfl TRAILER WIRING
27 GALLOII FUEL TAN K
ALTERUATOR 110 N-1P

-

T'."-;

l:	• '

SYR/681,000  PCMERTMIII
SYR/6 , 000 ROADSIDE ASSIST

DESTINATION & DELIVERY	9S0.00

•.      •	r  .	.	..

,    ,	,	"-.,:
l=PA Fuel Economy  l; s, t. m.ate
Thoso oollmol cs rolloct now EPA methods beginn ing whh 2008 modols .

CITY MPG	·r.
Estimated Annual Fuel Cost
$2,625

for mosl drivors JI lo 11 MPG

HIGHWAY MPG
9
for mosl drivers
lSIOlJ MPG
Your actual

r;;qL/73
fl111n Nd'c QIU!Uln  l wl!Jtoknurwce dtrCQ.111b. c=D
FordlJotor    l·SGS-307 -l ll  l cn hllo   w.ftlnS.)utdn	r  vr

mllcogo wlll vary dopand lng on how you drivo ond malnloln your vohiclo.

ln.unnat Stn> -$

naft.lbaty'1,mar1lML

S21,295.00

E Fuel Econom Gulde at doalers or

·-	A, -	Seo -;;--c FR

Cl.OTO

:	o,:1! a
CKSR

S   IPT O  r,, -,,'"T!,1,,...,, l\ ,.,..	1\\0

el

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OEJ.Lfnt-Xl	1,,:m -OOa= lTW'& .
CONVOY
rm... .
24-9502 orr 2

v- ,H ) -- lj
'

Frontal	Driver	* ** * *

* * * * *

Crash	Passenger
Sim rntlngn bn.s d on Iha rl&k ot Jnlury Inn rrnnlnt ln1pncl.
Front.11 ,:,trngs should ONLY tm comp rod lo olhnr vohfclnn ol
olmllor slto ood wolghl .

11.,,.,1o,

l ll l iil1l ]ilj3filltlll lIII

Side	Fronr seat	Not Rated	
Crash	Rear seat	Not Rated	

Slor ro1logo boscd on tho riGk of lnlury In o oldo ln1pocl.

i

!iKP THr<>001I	Ft»AL A$ U 'fll.V FO HT

KANSAS CITY

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,. 1!. 0.. 111...,   IJ";..-.. _ , ..	f ..,_ M\Jl '"  111,.,,   , ,1..,       h    , /'.;l 4",-t­
...an i. ,r1• • t fl • 1 1• ,.,_,,,,, ,.,., 111 ,.,_,., , , ,.., ,i..f.t n h u .J, • , ,

80031 N RB 2X 840 004132 04 03 08

Stn r roting• bo,od on lho rl, k of rollovor In o olnglo vohlclo cro,h.

Rollover	** * *

Slor rnllngs ,ar.go frorn 1 to 6 .:itorohlr • *** l , wHh S bc,lnri tho hlghoct.

PU.II
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Fotd Cdendod Scnit11Pbnh U.oon.'tccd. oon',ndb.xbdltJFonJ ,1-n:dhcnK'fodat all'ford ,1ci,Uneo!n Mc:rcurr
Dcalrn. Alk Jt'OIde  lt1 for pdt'ft1      ldd ll orul dct.lllsorHo out :btlloa\ KM:w.fan!-<10.;eorn,
52

Scu rc o: Nc t!oncl Highway Traffic Scfoty M mlnlotrollon (NHTSA).
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2200804150594

l"T;... r	.	V	.

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VELDE FORD,	INC  .. J-=ra.L.l.id§  kl/		u..1.:n v1  CJ J'	3	-Srh1 '---r

1188 U.S.111	PURCHASER'S NM,1E

-..,_

vEAoBE ACH,   FLORIDA 32 952	1{52;	J'.u,/.  Urr ]t;  .1!-/h-
sse  .-3400	465 · 7B 1 6	STR!aR?,REW°
(	PLEASE ENT ORDER FO  E FOLLOWING:	1f •Si.•,,L.tlf c...J e_ I r -  .,/.4i.-·	  
_   ew  • 0 Car or	ruck	4 Xe/-	CITY	STATE	ZIP
. ,erM/\K'1--ot2.o	F - o I :'r/c	Ai:S. Pl-!ON!:	BUS. PHONE

.	.

co o i;.......,'l<'	nfJ wJ.Jrrt:=. I rn »v..L	CASH PR ICE OF CAR
LIST EQUIPMENT ON CAR

I	I

SER IA	L

STOCK NO.	SALl1'SMt\N	MILl1ME

EMAIL:	/=2.t;b  Sh,fllC..,,. .,.  db	r/-X'I-
Q   t4 /)7E	Ga.60  ft)>r_   3b	Dz, t_'LS

-

lo- ,-._.

DLI/

BD

S,S.

BO	s.,.

DU

TOTAL LIST PRICE	.?l

-

TRADE ALLOWANCE
-

o7&'" mo

CASH DIF ERENCE
T<l• and T O  NOi ll'!Cfudc

S.S. U

BATTERY FEE	1    50
TIRE FEE	5    00

OD

I fu ll y under stan d this is a speci al order au tomo bile built to my	PROCESSING.  OMINISTRATIVE & NOTARY Fee	599
specifi cati ons and the dep osit is non-re fundable. An y
manufacturer's  price increase Is  my te sponsibili ty.	ELECTRONIC REGISTFIATION FILING FEE	29	95
X	SERVICE'l CONTRACT
TRADE-IN PAYOFF VERIFICATION	AMOUNT TAXABLl?.3'	-
N!lo"nl	6% SAL.ESTAX + 50 . 00	N.
Da10	GoOd i.Jn1	LIEN, TAG, TITLE, TRANSFER	N ;
a	CASH PRICE :5)3_7/J

!':ly;ib!o To

TOTAL CASH PAICE, lJ·fA  ft 1tJf!  -,,.._

Wna Ouolod	BALANCE. OWEO ON TRADE
LIAB!Lll'YINSURANCE COVERAGE fOFI BODILY IN JURY Al40 l'nOl'E:RT'f DAMMIE CAUSED TO OTHeFIS IS NOT INCLUDED.

PUBLIC LIABILITY NOT iplCLUDED IN CONTRACT	CASH
DOWN

J t '37o ,¥5

------

----	----

Dl:S RIPT\	.,?f'IADE,IN

PAYMENT	----------

YEAl't  IMAKE	f\l"Y	IMODEL	TOTAL DOWN PAYMENT

I

TYPE	SERI, K1/	UNPAID BALANCE OF CASH PRICE
HOW  QUIPPE:O	TITLE  fr,	MILEAGE	TOTAL BALANCE DUE

\_

Pvrchas.er ilgree, u, I 11, i,; Order incl cle ;iii 01 lh terms ond cor;ditians on bo1 lhe race and 16'-'erse sideheroer. ltial ltils Ord r c;,ncols and super,;!ldos any prior O!)fecmcnl and M ol lho aa1 hereof ccmprisM ll'ltl comp101c and GXChJ ive s1a1emento1U1;! IOffl\S 011h e agmerMn l ro1a11ng 10 lhe suD1ov1maner,; covorod noroby, ana1no THAT THIS ORDER SHALl. NOT eeCOME BINDING UNTIL ACCEPTED BV CIEALEA OR HIS AUTHORI ZED REPRESENTATIVE AND IN THE EVENT OF A TIME SALE, DEALER SHALL NOT EIE OEIUGATEOTO SELL UNTIL APPROVAL 01' THE! 'fEAI\IS HEF!EOI' IS GIVE;N BY A 8A NK OR FINANCE COMPANY WILLING TQ PURCHASI; A flE';TAIL INSTALLMENT CONTRACT 8EiWEEN THE PARTIES
HERETO EIASEO Otl SUCH TERMS. Pulciiasar. tJy his o, oculfonol l hi& Qrder,  Qr,lfio, lh  l '1• I   21 years QI a9a or oldar and acknowlodgos 11,ol he llil,S  oad lls lerm,s  md comlillons nnd
"" receiued lrua capY QI lhi Order. Th inl0nnoU0t1 yau .sco on lhc window !orn1for lhl \lehic!o Is part ol \his c,:in1ract lrlformaHon "" lh " ;n dow lorm o"" rrido My c.,nlrary pmvislons in iha co, n raci or sale. App!icanl(SJ  Aul norizo Yau To Ched< My/Our CnJd'il And EmplO}'men1Hislcry And To f'ravida And/Or Oblain lalorrna1ion AbOLil Credil Expoliente V'lllh Ma/1.1&.	'
ACCEPTEOBY:

tfeALEA OR Hrs Alir1j om ze o RIWAl<SENTATlVe	PURC11ASER'S SIGNAT\JRe

Oolo
ThG Ro,11eild1-.111d Ro, nolfJs Camp11n,  CC72427J a (12/1<1}

Randt Garren

·on,: ent: To:
Subject:

Velde Ford <Veldefrd@gate.net> Frida y, October 27, 2017 4:51 PM Randy Garren
Re: FW: Truck 2 trade in amount needed

108 $5000. '07 F250 $6500.

- -Original Message-- ­ From: Randy Garren
Sent: Oct 27, 2017 4:46 PM
To: Velde Ford	· _·· f.,_
Subject: Re: FW: Truck 2 trade in amount needed

Yes

Get Out look for Android

From: Velde Ford <veldefrd@gate.net> Sent: Friday, October 2,7, 2017 4:45:14 PM To: Randy Garren
Subject: Re: FW: Truck 2 trade in amount needed

Does the A/C work on each vehic le?

Neal

-- --Original Message ­
From: Randy Garren
Sent Oct 27, 2017 3:36 PM
To: Velde Ford
Subject: FW: Truck 2 ttade in amount needed

Please quote this as it will be a trade in toward s the 2018 f250 service body you quote me last week
. Pleas e let me the trade in price on this vehicle

'RM4 1
Underground UtilitiesSuperintendent St.Lucie West Services District
450 S.W. Utility Drive
Port St. Lucie, Florida, 34986 Office (772} 340-0220 wl 17
. Mobile (772) 333-7050
I)	x (772) 340-0532

1

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

DM 2	Approval for the Purchase of a New 2018 Ford F-250 2WD for the UGU Division

Summary

Provided for your review and approval are three proposals to purchase a 2018 Ford F-250 2WD. This vehicle will replace a 2008 F250 (#212) which will be traded in.

Staff received three proposals from local Dealers.

1. Velde Ford, Inc. of Vero Beach, FL.	$29,320.45	
2. Gilbert Ford of Okeechobee, FL.	$27,401.50	
3. Sunrise Ford of Fort Pierce, FL.	$27,891.00	

This purchased will be budgeted out of the Utility Fund, UGU Division, Capital Outlay Equipment.

Recommendation

Staff recommends approval for the purchase of a 2018 Ford F-250 2WD from Gilbert Ford, of Okeechobee FL for the not to exceed price of $27,401.50.

District Manager: Dennis Pickle
Assistant Utilities Director: Joshua C Miller
UGU Superintendent: Randy Garren

Budget Impact
Project Number:	Available Project Budget: $57,936.50
ORG Number:5-32101	This Project: $27,401.50
Available Balance: $30,535.00
Board Action

Moved by:	Seconded by:	Action Taken:

co

 	    - -

''lIJ7JJ{1.{...j...)..(jfj!lfJHa,-s-it-.c.o
i	PAl  Y  COWS/ON CENTER    ,..	!,..

Family Owned & Operated Since I924

Quick Quote for St Lucie West Dist rict SeNlces

Prepared by: DeAnne Martin

Vehicle Quoted:  201& Ford F-250 Super Cab 2WD	FIN Number : QM826	MSRP: $37,175.00

Options
X2A	F-250 RWD Super Cab 148" Wheelbase
21	Oxford White
AS	Vinyl 40/20/40 Seating
S	Steel Interior
996	6.2L EFI Gas Engine
44S	6 Speed Automatic Transmission
X37	3.73 Rear Axle
66D	Pickup Box Delete
90L	Power Equipment Group; Accessory delay, Manual-folding, manually telescoping, power glass trailer tow mirrors with heated glass, heated convex spotter mirror, integrated cl.earance lamps/turn signals, Perimeter Alarm, Power locks, Power windows
600A	Equipment Group XL Series, front license bracket, two front tow hooks, trailer sway control
528	Trailer Brake Control 66S		Upfitter Switches
Accessories; Reading SeNice Body 8' Service Body with hitch, interior and tops sprayed with Line-x Trade Vehicle VIN- 1FDNF20558EA36630
Out the door price includes Reading Body, Line-x & Trade Value; $27,401.50

!lfJHasit.co  	

Family Owned & Operated Since 1924

7tI:

CO PA V

l

VELDE FORD, I
468 U.S. #1
VERO BEACH, FLORIDA 32962 569-3400	465-7916
(	PLEASE ENT Y ORDER FO E FOLLOWING:	1±. Sr:

STREET ADDRESS /  
1-uCJJ	BA-	:? 9?'2

ew   - D Car or	ruck	.t./ xz_	CIT Y	STATE	ZIP
..ziS1RIMAKEHtl.O	l "Z)I1i'e-	RES. PHONE	BUS PHONE
coLoA ()  Y'r"Dfl.lJ  tJ-rtiiP"  I rn11-1A1vL	/	CASH PRICE OF CAA

I	I

SE R IAL N()	"./t_	-	LIST EQUIPMENT ON CAR
Y2.nr-:..
STOCK NO.	SALESMAN	MILEAGE
-
EMAIL:	'2blP	J:";7{7J	JZ/J f2_ 61A :Z7L/4{? 00
xz.	(I
_QybTi=.	b n	30	nn is	/ATJL1r.......J    f{!),OJ  t,./VJ-"".:1a -
I	/0?o:T7	(/
DL n	77.5._ {)
BO	-
S . S. #
TOTAL LIST PRICE

BO	5.llos Tox and Togs Not lndudad	1?0?S-	6	

S.S . #	BATTERY FEE	1	50	
	Tl:RE FEE	5	00	
I fully understand this is a special order automobile built to my specifications and the deposit is non-refundable. Any	P	ESSING, ADMINISTRATIVE a NOTARY FEE	599	00	
manufacturer"s price increase is my responsibility.	ELECTRONIC REGISTRATION FILING FEE	29	95	
X	SERVICE CONTRACT			

OL u	TRADE ALLOWANCE
CASH DIFFERENCE

TRADE-IN PAYOFF VERIFICATION	AMOUNT TAXABLE;..?'-srf.-Zl) 4<'"
Amoun1	6% SALES TAX + SO.DO	.,v,{Cl
Dale	Good Unlil	LIEN, TAG, TIT LE, TRANSFER	#)a.
? ayobloTo	CASH PRICE -ZS'Y2b4S

,

Who Ouoled	BALANCE OWED ON TRADE

LIABILITY INSURANCE COVERAGE FOR BODILY INJURY AND PROPEFIT'r DAMAGE CAUSED TO OTHERS IS NOT INCLUOED.

TPTAL CASH PA1cE N,--},l  o\ua1. F fS:CJ	.J.	3..t 0  ';'S

PUBLIC LIABILITY NOT INCLUDED 1N CONTRACT	CASH
DOWN

7 f'P.Jl,-

DESCRffWN,9F TRADE-IN

PAYMENT

YEAR  IMAKE	r)NY	IMODEL	TOTAL DOWN PAYMENT
TYPE	s  p!o/	UNPAID BALANCE OF CASH PRICE
HOW  EQUIPPED	Tift "' NO.	IMILEAGE
TOTAL BALANCE DUE
Purc'1aser agrees thal lhls Order includes all ol t'1e terms and condiUons on bolh lhe face anti reverse side hereof. lhal this Order cancels anti supersedes any prio r agreemenl and as ol lhe date hereof comprises the comp let e and exclusive slatem enl of the lorms ol the agreement rel.tting to Iha subject mallers covered haroby, and the THAT THIS ORDER SHALL NOT BECOME BINDING UNTIL ACCEPTED BV DEA LER OR HIS AUTHORIZED REPRESENTATIVE ANO IN THE EVENT OF A TIME SALE, DEALER SHALL NOT BE OBLIGATED TO SELL UNTIL APPROVAL OF THE TERMS HEREOF IS GIVEN BY A BANK OR FINANCE COMPANY WILLING TO PURCHASE A RETAIL INSTALLMENT CONTRACT BETWEEN THE PARTIES
HERETO BASED ON SUCH TERMS. Purchaser, by his execu11on or mis or<Jer, cenme:: tha1 ho Is  21 years ol  .1ge or  older  and acknowledges  that he has read Its  terms and conditions  and has received a 1run cor,1 of this Order. The inlorm  allon  you see on \he window lorm  lor  this  vehld o is par1 ol  this contract. lnformallon  on the  window  form overrides any conlrary p rovisi ons In lhe conlracl ol sale, Appl icanl(sl Aulhori1.e Vou To Checl< My/Ou r Cied il And Employmcnl Hislory And To Provide Ami!Or Ob1 al11 lnform flM Aboul Credi! E)(lleri enco Wilh Mel\Js. '
ACCEPTED BY:
DEALER OR HIS AUTHORIZEO F!EPAESENTATIVE	PURCHASER'S SIGNATURE	Dalo
Tho ffefnoftls MU Rey!'IOlds. Cau,oitn, CC724270 (12J l'1)

Randy Garren

(	rom:			Velde Ford <Veldefrd@gate.net>	
:)ent: To: Subject:			Friday, October 27, 2017 4:51 PM Randy Garren
Re: FW: Truck 2 trade in amount needed	

'08 $5000.	
'07 F250	
$6500.		

-Original Message-- ­ From: Randy Garren
Sent: Oct 27, 2017 4:46 PM
To: Velde Ford
Subject: Re: FW: Truck 2 trade in amount needed

Yes

Get Outlook for Android

From: Velde Ford <velde frd@gate .net > Sent: Friday, October 27, 2017 4:45:14 PM To: Randy Garren
Subject: Re: FW: Truck 2 trade in amount needed

Does the NC work on each vehicle?

Neal

-	Original Message­ From: Randy Garren
Sent: Oct 27, 2017 3:36 PM
To: Velde Ford
Subject FW: Truck 2 trade in amount needed

Please quote this as it will be a trade in towards the 2018 f250 service body you quot e me last week
.Please let me the trade in price on this vehicle

'1<et1Wf
Underground Utilities Superintendent St.Lucie West Services District
450 S.W. Utility Drive
Port St. Lucie, Florida. 34986 Office (772) 340-0220 x117
Mobile (772) 333-7050
ax (772) 340-0532
IT'

1

Company
5435 South U.S. # 1  Fort Pierce, FL 34982
772-461-6000   www.Sun.rise-Ford.com

Date 	_

Stock# _

_

_

_

_

_

_

_

_

_

_

_

Salesman		 Delivery Date6

/4

_

_

_

Cell Phone 			_ Home Phone 		_ Source 	_
Email 	_

Purchaser	..S L k )	Or  		 Address 			_

NEW /USED	CPO	VIN_# _	 	

_ _ _

_ _ _ _ _

_ _ _

_ _ _ _ _

,,.-/	/	.	'\	-	{ /	v .-c. 	
YEAR  /    i	MAKE.  ,_LQ_---=-_rb-U....c:c 	MODEL  /-  /	5 0	TRIM. 		BODY STYLE ,_-,..._

MILES
COLOR EQUIPMENT

--

SELLING PRICE

J

i

CUSTOMER SIGNATURE 	DEALERSHIP APPROVAL 	_

\	BUYERS ORDER

KTP-000385 FL	1FDlll"2055 8EA3663 0 NB

VEHICLE DESCRIPTION

F-SERIES

[!9. bf3@'nin §.tl]

EXTERIOR
OXFORD WHITE CLEARCOAT
INTERIOR
MEDIUM STONE VINYL

B£A36630

STANDARD EQUIPMENT INCLUDED AT NO EXTRA CHARGE
FUNCTIONAL
LT245 75Rl7E 8S\'I A/S  TIRES	• 38 G/ILLOfl FUEL TIINK
ARGE GRILLE/DUMPERS	• 12, SK TRAILER TO\ol flITCII
ARGENT STEEL WHEELS	• AUXILIARY PO\o/ER POINT
DOX RAIL/TAILGATE MOLDINGS	• CARGO BOX LIGHT
FJXED IIITERVAL WIPERS	• MAN FOLD SIDEVlf:11' MIRRORS
FROITT TO\'/ IIOOKS	•  WIU/IL WillDCY,/Sl.OOOR LOCKS
LOCKIIIG REMOVABLE TAlLGATE	• PO',IER STEERll!G
W/ LIFT ASSlST	• STABILIZER  DAR,   FRONT
PICKUP  OOX,  TIE  D0'/111 I IOOKS	•  TRAILER  TOWillG PACKAGE
SPARE  TIRE  & WHEEL LOCI(	• l\ 111 1-UEAI-I lllDEPENDEHT
!ITTEA !OA	FROIIT SUSPEIISIOll
AM/FM STEREO W/CLOCK	SAfEIYJSECUA(TY
Bl.ACK VINYL FLOOR COVERING	• .\-W!IEEL AIITlL DCK BR.ME SYS
CLOTH  VISORS  I/PASS IURROR	• ADJUSTABLE 5/IFETV OELTS
O/IY-tUGIIT  REAR VIEW MIRROR	• ORIVER/P/\SSEIIGER AIR 01\GS
[)()!,IE LAAP	WAA ANJY
DUAL CUPIIOLDERS	• 3YR 36 000 DUMPER / BU/lPEJI
110 VINYL FULL OENCII	• SYRi' GO: ooo PO\iERTMIN
 :,'J!Zli,!l.JlltQ_J\Ol\DSlOE...AS_SISI

FUEL	ECONOMY RATINGS NOT REQUIRED
ON THIS VEHICLE

INCLUDED ON THIS VEHICLE
•TR!\ILER TOWING PACKAGE
,M-1/FM STEREO \ / CLOCK
OPnONAL EQUIPMENT PREFERRED EQUIPMENT PKG.600A S SPEED AIJTDMATIC TltANS
4.10 RATIO LIMITED SLIP AXLE XL DECOR PACKAGE
, JEWEL EFFECT /1ERO HEADLAMPS
PICKUP BOX DELETE 8B00# GVWR PACKAGE SO STATE EMISSIONS SPARE TlRE AND WHEEL
AIR CONDITIONING -- CFC FREE JACK
UPFmER SWITCHES
IIEAVV DUTY SERVICE SUSPENSIOI/ TOW COMMAND SYSTEM
.TRAILER BRAKE CONTROLLER
.TELESCOPING TT MIRRORS-MIINIJAL DAYTIME RUNNING LJGI-ITS
NOT FDR AMBULA NCE USE, USING THIS VEHICLE TO PRODUCE AN
AJ BULANCE VOIDS FORD WARRANTY.

/\iJ)D

"TOTAL VEHICLE & OPTION DESTINATION & DELIVERY

8 lll/lfo1nnPtl co
$ 22380.00

1490.00
300.00
175.00
665.00
NC
2-95.QO
850.00
85.00

.oo

125.00
355
45 .co

rr.rn-:oo
925.00

'

		
RD35		RAIL
rm,,,

IRGSO R GB2X 815 000305 100807	
		l\\/0			
Pn moum1	fi'i:Al ,'5['1E>/ nLVPClr JT

ll<TP LT. TRK.		

9 t !_j	f11/4•1,,

L	U!lmll m111 11n  1111111111111011nrn11	10/30/2017	Page 160	J

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

Item
DM 3 Consider Audit Renewal Agreement with Grau & Associates

Summary

In October 2015, the Board selected Grau & Associates as District Auditors for a three-year contract, with an optional two years of renewals. SLW is in year two of that agreement.  Grau & Associates’ engagement letter for the fiscal year ending 2017 is attached, per the contract.

Recommendation

Staff recommends approval of the engagement letter.

Board Action

Moved by:	Seconded by:	Action Taken:

Grau & Associates
CERTIFIED  PUBLIC ACCOUNTANTS

2700 North Military Trail • Suite 350 Boca Raton, Florida 33431
(561) 994-9299 • (800) 299-4728
Fax- (561) 994-5823
www.araucpa.com

September 5, 2017

To Board of Supervisors
St Lucie West Community Development District 2501 A Burns Road
Palm Beach Gardens, FL 33410

We are pleased to confirm our understanding of the services we are to provide St Lucie West Community Development District, St. Lucie County, Florida ("the District") for the fiscal year ended September 30, 2017. We will audit the financial statements of the governmental activities and each major fund, Including the related notes to the financial statements, Which collectively comprise the basic financial statements of St Lucie West Community Development District as of and for the fiscal year ended September 30, 2017. In addition, we wilt examine the District's compHance with the requrrements of Section 218.415 Florida Statutes. This lel,ter serves to renew our agreement and establish the terms and fee for the 2017 audit.
Accounting standards generally accepted in the United States of America provide for certain required supplementary information (RSI), such as management's discussion and analysis (MD&A), to supplement the District's basic fmancial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting, for placing the basic financial statements in an appropriate operationa,l economic, or historical context. As part of our engagement, we will apply certain limited procedures to the District's RSI in accordance with auditing standards generally accepted in the United States of America. These limited procedures wrll consist of inquiries of management regarding the methods of preparing the lnformation and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We wfll not express an opinion or provide any assurance on the Information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
The following RSI is required by generally accepted accountfng principles and wtll be subjected to certain limited procedures, but will not be audited:
Management's Discussion and Analysis.
Budgetary comparison schedule
Audit Objectives
The objective of our audit is the expression of opinions as to Whether your financial statements are fairly presented, in all material respects, in conformity with U.S. generally accepted accounting principles and to report on the fairness of the supplementary information referred to in the second paragraph when considered in relatfon to the financial statements as a whole. Our audft will be conducted in accordance with auditing standards generally accepted in the United States of America and the standards for financial audits contained in Government Auaiting Standards, issued by the Comptroller General of the United States, and will include tests of the accounting records of the District and other procedures we consider necessary to enable us to express such opinions. We will issue a written report upon completion of our audit of the District's financial statements. We cannot provide assurance that an unmodlfied opinion will be ex:pressed. Circumstances may arise in which it is necessary for us to modify our opinion or add emphasis-of-matter or other-matter paragraphs. If our opinion on the financial statements is other than unmodified, we wlll discuss the reasons with you in advance. If, for any reason, we are unable to complete the audit or are unable to form or have not formed an oplnfon, we may decline to express an opinion or issue a report, or may withdraw from this engagement.
We will also provide a report (that does not include an opinion) on internal control related to the financial statements and compliance with the provisions of laws, regulations, contracts, and grant agreemen ts, noncompliance with which could have a material effect on the financial statements as required by Government Auditing Standards. The report on internal control and on compliance and other matters will include a paragraph that states (1) that the purpose of the report is solely to describe the  scope of test]ng of lnfernal control and compliance, and tne results of that testing, and not to provide an opinion on the effectiveness of the District's internal control on compliance, and (2) that the report is an fntegral part of an audit performed in accordance with Government Auditing Standards in conside ring the District's  internal control  and compliance. The paragraph will also state that the report is not sultab!e for any other pL\rpose. Jf during our audit we become aware that the District is subject to an audit requirement that is not encompassed in the terms of this engagement, we will communicate to management  and those charged w1th governance that an audit in accordance With U.S , generally accepted auditing standards and the standards for financial audits contained in Government Auditing Standards may not satisfy the relevant legal, regulatory , or contractual requirements.
xamination Objective
The objective of our examination is the expression of an opinion as to whether the District is in compliance with Florida Statute 218,415 in accordance  with Rule 10.556(10) of the Auditor  General  of the State  ot Florida.  Our examination  will be conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants and will include tests of your records and other procedures we consider necessary to enable us to express such an opinion. We will issue a

St Lucie West Community Development District	2

written report upon completion of our examination of the District's compliance. The report will include a statement  that the report is intended solely for the information and use of management, those charged with governance, and the Florida Auditor General, and is not intended to be and should not be used by anyone other than these specified parties. We cannot provide assurance that an unmodified opinion will be expressed. Circumstances may arise in which lt is necessary for us to modify our opinion or  add emphasis-of-matter or other-matter paragraphs. If our opinion on the District's compliance is other than unmodified, we will discuss the reasons with you in advance. If, for any reason, we are unable to complete the examination or are unable to form or
have not formed an opinion, we may decline to express an opinion or issue a report, or may Withdraw from this engagement.
Other Services
We will assist in preparing the financial statements and related notes of the District in conformity with U.S. generally accepted accounting principles based on information provided by you, These nonaudit services do not constltute an audit under Government Auditing Standards and such services will not be conducted  in  accordance with  Government  Auditing  Standards . The other services are limited to the financial statement services previously defined. We, in our sole professional judgment , reserve the rrght to refuse to perform any procedure or take any action that could be construed as assuming management responsibilitres.
Management Responsibilities
Management is responsible for compliance with Florida Statute 218.415 and will provide us with the information required for the exarnination, The accuracy and completeness of such information is also management's responsibility. You agree to assume all management responsibilitiesrelating to the financial statements and related notes and any other nonaudit serv1ces we provide. You will be required to acknowledge in the management representation letter our assistance with preparalion of the financial statements and relatednotes and that you have revfe wed and approved the financial statements and related notes prior to their issuance and have accepted responsibility for them. In addition, you will be required to make certain representations rega,rding compliance with Florida Statute 218.415 ln the management representation letter. Further, you agree to oversee the nonaudit services by designating an Individual, preferably from senior management, who possesses sultable skill, knowledge , or experience; evaluate the adequacy and results of those services; and accept responsibility for them.
Management is responsible for designing, Implementing and maintaining effective internal controls, including evaluating and monitoring ongoing activities, to help ensure that appropriate goals and objectives are met; following laws and regulations; and ensurlng that management and financ1al In formation is reliable and properly reported. Management is also responsible for
implementing systems designed to ach1eve compliance with applicable laws, regulations, contracts, and grant agreements . You are also responsible for the selection and application of accounting principles, fur the preparation and fair presentation of the financial statements and all accompany ing information in conformity with U.S. generally accepted accounting principles , and for compliance with applicable laws and regulationsand the provisions of contracts and grant agreements .
Management is also responsible for making all financial records and related information available to us and for the accuracy and completeness of that information. You are also responsible for providing us With (1) access to all information of which you are aware that is relevantto the preparation and fair presentation of the financial statements, (2) additional informatlon that we may request for the purpose of the audit, and (3) unrestricted access to persons within the government from whom we determine it necessary to obtain audit evidence.
Your responsibilities include adjusting the financial statements to correct material misstatements and for confirming to us in the written representation letter that the effects of any uncorrected mi sstatements aggregated by us during the current engagement and pertaining to the latest period presented are immateria,l both individually and in the aggregate, to the financial statements taken as a whole.
You are responsiblefor the design and implementation of programs and controls to prevent and detect fraud,  and for informing us about all known or suspected fraud affecting the government involving {1) management. (2) employees who have significant roles in internal control, and (3) others where the fraud could have a material effect on the financial statements, Your responsibiilties include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the government received in communications from employees, former employees , grantors, regulators, or others. In addition, you are responsible for identifying and ensuring that the government complies with applicable laws, regulations , contracts, agreemen ts, and grants and for taking. timely and appropriate steps to remedy fraud and noncornpliance With provisions of laws, regulations, contracts or grant agreements, or abuse that we report.
Management is responsible for establishing and maintaining a process for tracking the status of audit findings and recommendation.s Management is also responsible for identifying and providing report copies of previous finandal audits, attestation engagements, performance audi ts or other studies related to the objectives discussed in the Audi! Objectives section of this {etter_ This responsibility includes relaying to us corrective actions taken to address significant findings and recommendationsresulting from those audits, attestation engagements, performance aud jts, or other studies, You are also responsible  for providing management's  views on our  current  findings,  conclusions,  and recommendations,  as well as your planned corrective actlons, for the report, and for the limlng and format for provid ing that information.
With regard to using the audit's report, you understandthat you must obtain our prior written consent to reproduce or use our report In bond offerfng officlal statements or other documents.

With regard to the electronic disseminationof auditedfinancial statements, incfuding financial statements published electronically on your website, you understand that electronic sites are a means to distribute tnformat1on and, therefore, we are not required to read the information contained in these sites or to consider the consistency of other information in the electronic site with the original document.

St Lucie West Community Development District	3

Audit Procedures-General
An audit Tncludes examining , on a test basis, evrdence supporting the amounts and disclosures in the financial statements; therefore, our audit Will Involve judgment about the number of transactions to be examined and the areas to be tested. An audit also includes evaluating the appropriateness of accounting pollcies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We will plan and perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent  financial repo rting, (3) mlsappropriatfon of assets, or (4)  Violations  of laws or governmental regulations that are attributable to the government or to acts by management or employees acting on behalf of the government. Because the determination of abuse is subjective, Government Auditing Standards do not expect auditors to provide reasonable assurance of detecting abuse.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and because we will not perform a detailed examination of all transactions, there is a risk that material misstatements may exist and not be detected by us, even though the audit is properly planned and performed in accordance with U.S. generally accepted auditing standards and Government Auditing Standards. In addition, an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and material effect on the financial statements. Our responsibility as auditors is limited to the period covered by our audit and does not extend to later periods for which we are not engaged as auditors.
Our procedures will include tests of documentary evldence supporting the transactions recorded in the accounts , and may include tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets and liabilities by correspondence with selected individuals, funding sources, creditors, and financial institutions. We will request written representatfons from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about your responsiblllties for the financial statements ; compliance with laws, regula tfons, contracts, and grant agreements; and other responsibilities required by generally accepted auditing standards.
Audit Procedures-Internal Control
Our audit will lnclude obtaining an understanding of the government and its environmen,t including internal control, sufficient to assess the risks of material misstatement of the financial statements and to design the nature, tlming, and extent of further audit procedures. Tests of controls may be performed to test the effectiveness of certain controls that we consider relevant to preventing and detecting errors and fraud that are material to the financial statements and to preventing and detecting misstatements resulting from illegal acts and other noncompliance matters that have a direct and material effect on the financial statements, Our tests, if performed, Will be less in scope than would be necessary to render an opinion on internal control and, accordingly, no opinion will be expressed 1n our report on internal control issued pursuant to Government Auditing Standards.
An audit ls not designed to provide assurance on internal control or to identify significant deficienciesor material weaknesses. However, during the audit, we will communicate to management and those charged with governance internal control related matters that are required to be communlcated under AICPA professional standards and Government Auditing Standards.
Audit Procedures-Compliance
As part of obtaining reasonable assurance about whether the financial statements are free of material misstatemen,t we will perform tests of the District's compliance with the provisions of applicable laws, regulations, contracts, agreements, and grants. However, the objective of our audit will not be to provide an opinion on overall compliance and we will not express such an opinion in our report on compliance issued pursuant to Government Auditing Standards .
Engagement Administration , Fees, and Other
We understand that your employees will prepare all confirmations we request and will locate any documents selected by us for testing.
The audit documentation for this engagement ls the property of Grau & Associates and constitutes confidential information. However, subject to appllcable laws and regulations, audit documentation and appropriate Individuals will be made available upon request and in a timely manner to a cognizant or oversight agency or its designee, a federal agency providing direct or indirect funding, or the U.S. Government Accountability Office for purposes of a quality review of the audit, to resolve audit findings, or to carry out oversight responsibilities. We will notify you of any such request. If requested, access to such audit documentaiton will be provided under the supervision of Grau & Associates personnel. Furthermore, upon request, we may provide copies of selected audit documentation to the aforementioned parties. These parties may intend, or decide, to distribute the copies or information contained therein to others, including other governmental agencies. Notwithstanding the foregoing, the parties acknowledge that various documents reviewedor produced during the conduct of the audit may be public records under Florida law. The District agrees to notify Grau & Associates of any public record request it receives that involves audit documentation.
Our fee for these services will not exceed $26 ,000 for the September 30, 2017 audit, respectively, unless there is a change in activity by the District which results in additional audit work or if Bonds are issued. Should a Federal or State Single Audit be required the fee will not exceed $3,500.

The audit documentation for this engagement will be retained for a minimum of five years after the report release date. If we are aware that a federal award fng agency or auditee is contesting an audit finding, we will contact the party(ies) contesting the audit finding for guidance prior to destroying the audit documentation.

St Lucre West Community Development District	4

Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. Invoices will be submitted in sufficient detail to demonstrate compltance with the terms of this agreement. In accordance with our firm policies, work may be suspended if your account becomes 60 days or more overdue and may not be resumed until your account Ts paid In full. If we elect to terminate our services for nonpayment, our engagement will be deemed to have been completed upon
written notification of termination, even lf we helve not completed our report You will be obligated to compensate us for all time expended and to reimburse us for all out-of-pocket costs through the date of termination. The above fee is based on anticipated cooperation from your personnel c,1nd the assumption that unexpected circumstances  will not be encountered during the audit. If significant additional time is necessary, we Will discuss it With you and arrive at a new fee estimate.
This agreement is automatfcally renewed each year thereafter subject to the mutual agreement by both parties to all terms and fees. The fee for eacti annual renewal will be agreed upon separately.

We will provide you with a copy of our most recent external peer review report and any letter of comment. and any subsequent peer review reports and letters of comment received during the period of the contract Our 2016 peer review report accompanies this letter.

We appreciate the opportunity to be of service to St Lucie West Community Development District and belfeve this letter accurately summarfzes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us.

Very truly yours, Grau & Associates

Antonio J. Grau

RESPONSE:
This letter correctly sets forth the understanding of St Lucie West Community Development District.

By:    -     -     -     -     -     -     -     -     -     -     -     -     -     -     -     -     -

T tile:

_ _ _ _

_ _ _

_ _ _

_	_        _        _	_	_

Da te:_    _    _    _    _

_ _ _

_ _ _ _ _

_ _ _ _ _ _ _

AIC PAJ®

PEER REVIEW PROGRAM
is proud to present this
Certificate of Recognition
to

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Grau & Asso,ciates

For having a system of quality control for its accounting and auditing practice in effect for the year ended June 30, 2016 which has been designed to meet the requ irements 'of the quality control standards
for an accounting and auditing practice established by the AICPA and which was complied with during the year then ended to provide the firm with reasonable assurance of conforming with professional standards.
µ
, l niraFord, C:hair
; I /Cl' ,1 Peer Re,•icw lJ0<trd
2016

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Page 166

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

DM 4	Other Items/Updates Summary

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

CA 1	Monthly Report Public Works Department Summary
The following monthly report is provided for your review and information as an update on the day-to-day operations and tasks of the Public Works department.

St. Lucie West Services District Public Works Department Monthly Status Report
October 2017

Division	Service Orders	Work Orders	
Aquatics	63	8	
Exotic Plant Removal	34	0	
Storm Water	8	171	
Vac-Con	6	0	
Dredge Barge	0	0	
Video Ray	1	0	
Irrigation	0	2	
Shop	128	0	
Grand Total	240	181	
Aquatics Division:
Operations & Maintenance:
Algae

 	8	
 	2	
Injection Treatments
 	3	
 	1	
Hydrilla Treatments
 	0	
 	0	
Midge Fly Treatments
 	1	
 	2	
Harvester Removal
 	2	
 	0	
Surface Plant Treatments

Service Orders Work Orders

Service Orders Work Orders

Service Orders Work Orders

Service Orders Work Orders

Service Orders Work Orders

0
0
Wetland & Upland Treatments
 	12	
0

Debris Removal
 	24	
 	0	
Miscellaneous
 	13	
 	3	

Service Orders Work Orders

Service Orders Work Orders

Scheduled Maintenance
Lake Cleaning Schedule - Available Upon Request

Exotic Plant Removal Division:
Operations & Maintenance:
Encroaching Preserves
 	5	
 	0	

Service Orders Work Orders

Cont'd Exotic Plant Removal Division:
Lygodium Treatments
 	0	
 	0	

Service Orders Work Orders

Exotic Vegetation Treatments
 	3	
Tree Removals
 	8	
 	0	
Preserves Maintenance
 	0	
Vine Management
 	0	
 	0	
Miscellaneous
 	18	

Service Orders

Service Orders Work Orders

Service Orders

Service Orders Work Orders

Service Orders

Scheduled Maintenance
None

Storm Water Division:
Operations & Maintenance:
Locates

 	170	
Street Flooding
 	0	
 	0	

Work Orders

Service Orders Work Orders

Grate Cleaning
 	7	
 	0	
Improved Landscaping & Mowing
 	1	
Miscellaneous
 	0	
 	1	

Service Orders Work Orders

Service Orders

Service Orders Work Orders

Scheduled Maintenance
Right of Way Mowing done the first 2 weeks of each month.

Storm Water Division / Vac Con:
Operations & Maintenance:
 	3	Service Orders Cleaning Out Pipes
 	3	Service Orders Cleaning Out Structures

 	0	
Scheduled Maintenance

Miscellaneous Service Orders

None
Other Information
 	250	Estimated Footage Cleaned
None
Removed 5 yards debris

Storm Water Division / Dredge Barge:
Operations & Maintenance:
 	0	Service Orders Dredging Pipes

 	0	
Scheduled Maintenance

Miscellaneous Service Orders

None
Other Information
 	0	 Estimated Yardage CleanePdage 170

None
None

Storm Water Division / Video Ray:
Operations & Maintenance:
 	1	Service Orders Viewing Pipes
 	0		Miscellaneous Service Orders

Scheduled Maintenance
None

Irrigation Division:
Operations & Maintenance:
Pressure Complaints
 	0	
 	0	

Service Orders Work Orders

Customer Has No Water Complaints
▪	 	0		Service Orders	
▪	 	0		Work Orders	
Staining Complaints
▪	
 	0		
Service Orders	
▪	 	0		Work Orders	
Miscellaneous
▪	
 	0		
Service Orders	
▪	 	2		Work Orders	
Scheduled Maintenance
None
Other Information
 	0	Surficial Well Usage (Gallons)
 	0	Reported Reuse Customer Violations
 	79,529,703	Flows (Gallons)
 	11.45	Monthly Rainfall (Inches)
 	0	Irrigation Violations

Shop Division :
Operations & Maintenance:
 	128	Service Orders for Repairs
 	30	Vehicles
 	61	Equipment
 	37	Other
Scheduled Maintenance
None

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

CA 2	Monthly Report on Utilities Operations

Summary

This report is provided for your review and information as an update on the day-to-day Utilities operations of the St. Lucie West Services District, and will be provided once a month.

St. Lucie West Services District Monthly Utilities Operations Report

Summary			ERC Water/Wastewater Update		
	WATER					
	Commercial Accounts		495
6295			
	Residential Accounts					
	Total Plant Capacity Based on 3.6 MGD	14,400.00	ERC's (Factor 250 gpd)	
	Sold prior to October 2017 including the Reserve	11,565.00	ERC's		
	The Reserve Commitment for 2018		0.00	ERC's		
	Available Water ERC as of October 1st		2,835.00			
	Sold in FY 2018 (see water table below)	0.00	ERC's		
	Total Remaining Capacity for Water		2,835.00			
WATER		RESIDENTIAL	COMMERCIAL	THE RESERVE	WATER FEES COLLECTED	
ERC's sold in	Oct-17	0	0.0	0	$	-	
ERC's sold in	Nov-17	0	0.0	0	$	-	
ERC's sold in	Dec-17	0	0.0	0	$	-	
ERC's sold in	Jan-18	0	0.0	0	$	-	
ERC's sold in	Feb-18	0	0.0	0	$	-	
ERC's sold in	Mar-18	0	0.0	0	$	-	
ERC's sold in	Apr-18	0	0.0	0	$	-	
ERC's sold in	May-18	0	0.0	0	$	-	
ERC's sold in	Jun-18	0	0.0	0	$	-	
ERC's sold in	Jul-18	0	0.0	0	$	-	
ERC's sold in	Aug-18	0	0.0	0	$	-	
ERC's sold in	Sep-18	0	0.0	0	$	-	
Total Water ERC's sold for FY 2018	0	0.0	0	$	-	
						
	WASTEWATER					
	Commercial Accounts		438
6294			
	Residential Accounts					
	
Total Plant Capacity Based on 2.1 MG/TMADF	
17,500.00	ERC's based on three month average daily flow
capacity	
	Sold prior to October 2017 including the Reserve	11,627.00	ERC's		
	The Reserve Commitment for 2018		0.00	ERC's		
	Available Wastewater ERC as of October 1st	5,873.00			
	Sold in FY 2018 (see W.Water table below)	0.00	ERC's		
	Total Remaining Capacity for Wastewater	5,873.00			

WASTEWATER	
RESIDENTIAL	
COMMERCIAL	
THE RESERVE	WASTEWATER FEES
COLLECTED	
ERC's sold in	Oct-17	0	0.0	0	$	-	
ERC's sold in	Nov-17	0	0.0	0	$	-	
ERC's sold in	Dec-17	0	0.0	0	$	-	
ERC's sold in	Jan-18	0	0.0	0	$	-	
ERC's sold in	Feb-18	0	0.0	0	$	-	
ERC's sold in	Mar-18	0	0.0	0	$	-	
ERC's sold in	Apr-18	0	0.0	0	$	-	
ERC's sold in	May-18	0	0.0	0	$	-	
ERC's sold in	Jun-18	0	0.0	0	$	-	
ERC's sold in	Jul-18	0	0.0	0	$	-	
ERC's sold in	Aug-18	0	0.0	0	$	-	
ERC's sold in	Sep-18	0	0.0	0	$	-	
Total Wastewater ERC's sold for FY 2018	0	0.0	0	$	-	
						
New Connections in October:	-	ERC's			

St. Lucie West Services District Monthly Utilities Operations Report		
October-17		
		
Water Treatment Facility		
Total finished water produced for October was	46.94	
The finished water produced for the previous twelve months was	585.44	
The average daily flow of finished water for October was	1.514	
The annual average daily flow of finished water for October was	1.6	
The three month average daily flow of finished water for October was	1.53	
The Water Treatment Plant capacity is operating at	39.8%	
The Water Plant Annual withdrawal capacity per SFWMD WUP is at	90.8%	
		
Water Treatment Plant Projects for October:		

		
Wastewater Treatment Facility		
Total Influent Wastewater flow for October was	43.94	
Total Effluent Wastewater flow for October was	46.56	
The average daily flow of Influent Wastewater for October was	1.42	
The average daily flow of Effluent Wastewater for October was	1.50	
The annual average daily flow of Influent treated for October was	1.54	
The three month average daily flow of Influent treated for October was	1.52	
The Wastewater Plant capacity is operating at	72%	
		
Wastewater Treatment Plant Projects for October:		
Drained and cleaned chlorine contact chamber #1 and installed floating tiles.		
Changed gear box oil on BNR#2		
New sodium hypochlorite tanks installed.		

Oct-17

Sep-17

Aug-17

Jul-17

Jun-17

May-17

Apr-17

Mar-17

Feb-17

Jan-17

Dec-16

Nov-16

Oct-16

0.6

Wastewater Influent Flow Mo./Avg.

i n
l s 1.0
l i
o	0.8
n

1.2

1.42

1.53

1.51

1.48

1.48

1.53

1.50

1.4

G
I a
n l l
M o

1.57

Potable Finished Water Flow Mo./Avg.

1.51

1.56

1.56

1.63

1.61

1.50

1.55

1.55

1.6

1.58

1.60

1.61

1.57

F
l o w

1.62

1.63

1.67

1.64

1.70

1.71

1.8

St. Lucie West Services District Water & Wastewater Average Daily Flows

Oct‐17

Sep‐17

Aug‐17

Jul‐17

Jun‐17

May‐17

Apr‐17

Mar‐17

Feb‐17

Jan‐17

Dec‐16

Nov‐16

Oct‐16

0.6

10.6

o
n

Wastewater
Influent Total Flow

I   a
n   l
l 30.6
M  o
i   n
l s 20.6
l i

45.17

43.94

44.97

45.79

46.80

47.46

47.10

45.87

G 40.6

Finished
Water Total Flow

45.87

46.74

48.33

46.38

46.94

50.55

Potable

46.74

48.05

47.98

48.43

48.61

50.6

48.62

47.45

50.45

49.49

F
l o w

50.79

51.08

53.14

60.6

St. Lucie West Services District
Water & Wastewater Monthly Total Flows

St. Lucie West Services District
Water and Wastewater Percent Capacity

100%

90%

88%

84%

84%

80%

79%

81%

82%

70%

79%
67%

67%

72%

77%
74%

76%

74%

76%
73%

77%
73%

78%
73%

74%

76%

77%
72%

71%

60%

50%

41%

43%

42%

43%

44%

45%

45%

43%

41%

40%

41%

40%

40%

40%

30%

20%

Raw Percent Max Mth Water
Capacity
Wastewater Percent Capacity Influent
Finished Water Percent Capacity

10%

0%

Oct‐16

Nov‐16

Dec‐16

Jan‐17

Feb‐17

Mar‐17

Apr‐17

May‐17

Jun‐17

Jul‐17

Aug‐17

Sep‐17

Oct‐17

	Oct‐16	Nov‐16	Dec‐16	Jan‐17	Feb‐17	Mar‐17	Apr‐17	May‐17	Jun‐17	Jul‐17	Aug‐17	Sep‐17	Oct‐17	
Raw Percent Max Mth Water Capacity	79%	79%	81%	84%	77%	88%	84%	82%	76%	77%	78%	75%	77%	
Wastewater Percent Capacity Influent	67%	67%	71%	72%	74%	76%	76%	74%	73%	73%	73%	74%	72%	
Finished Water Percent Capacity	41%	43%	42%	43%	44%	45%	45%	43%	41%	40%	41%	40%	40%	

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

CA 3	Monthly Report on Capital Improvement Projects

Summary

This report is provided for your review and information as an update on the Capital Improvement Projects for the St. Lucie West Services District, and will be provided once a month.

WM014	Guettler Brothers Construction finished Wetland 1 Vertical Relocation Project, Staff completed the Monitoring Phase for the TMDL Grant and final report filed and accepted
WM019	J.W. Cheatham working on the Lake Harvey Project
SW069	Staff and ISS working on final design of Main Irrigation Pump Station Improvements
SW077	ISS finished design of Potable Water line extension finished bid documents awaiting the PGA sale to decide on location of the new line.
SW086	Arcadis on hold phase II of new Office Complex

Page 178

Available budget amounts listed in Blue are at or under Budget

TOTAL PROJECTS IN PROGRESS OR COMPLETE	14												
PROJECTS IN DESIGN PHASE	3												
PROJECTS IN BID PHASE	0												
PROJECTS IN CONSTRUCTION PHASE	1												
PROJECTS COMPLETED	1												
ONGOING CAPITAL R&R PROJECTS	9												

PROJECT TRACKER - St Lucie West Services District

Project No.	
Project Engineer	
Project Manager	
Contractor / Vendor	
Approved Capital Budget Funds in Dollars	Encumbered / Actual Cost of Project in Dollars	
Available 2018 Budget	
r Ongoing
% Compl.	
FY %
Completion	

Project	Oct-2017	Nov-2017	Dec-2017	Jan-2018	Feb-2018	Mar-2018	Apr-2018	May-2018	
Jun-2018	
Jul-2018	Aug-2018	Sep-2018			
WM001		BH		183,828	-	183,828		0%	Stormwater Emergency Repairs															
WM014	Arcadis	RL/BH		
70,700	
49,562	
21,138	
100%	
100%	Basin 2C Wetland Vertical Relocation & Storage Enlargement															
WM019	Arcadis	RL/BH	JW Cheatham	585,000	530,176	54,824	99%	99%	Lake Harvey Project															
	ISS	JM/DP		400,000		400,000	8%	100%	Liftstation 1 Relocation due to land sale															
SW001		JM		139,000	-	139,000	45%	0%	Lift Station renewal & replacement															
SW037		JM		190,026	-	190,026		0%	Emergency Renewal and Replacement Projects															
SW047		JM		29,889	-	29,889	10%	0%	Structural Repairs Manholes															
SW049		JM		26,373	-	26,373	10%	0%	Protective Coating Manholes														Annual ongoing as needed	
SW050		JM		50,000	-	50,000	5%	0%	WTP Grounding System Improvements														Staff evaluating if needed	
SW064		JM		418,379	-	418,379	18%	8%	Replacement Meters															
SW069	ISS	JM/BH		1,002,000	63,882	938,118	8%	0%	Irrigation Ph 1 -Improve Existing WWTP Pump Station															
SW073		JM		19,760	-	19,760	18%	0%	Replacement Backflow Preventers															
SW077	ISS	JM		361,406	34,665	326,741	10%	0%	Water Line Extension														Design Phase Complete	
SW081		JM		145,000	-	
145,000	0%	
0%	WTP Calcite Tank Project														Staff evaluating different
options	
SW084		JM		

24,000	-	24,000	15%	0%	UGU Potable Water Flushing Devices															
SW085		JM		56,750	-	56,750		0%	Emergency (Assoc. Irr.) R&R Projects															
SW086	Arcadis	RL/DP		1,113,368	139,805	
973,563	3%	
70%	New Office Complex														Phase 2 Final Design &
Permitting on hold	
SW091		JM		

10,000	-	10,000	0%	0%	UGU Irrigation Flushing Devices															
SW076	ISS	JM		675,000	-	675,000	0%	0%	Clearwell/Transfer Pump Expansion															
	Total	$ 4,260,951	238,352	4,022,599		

Available budget amounts listed in RED are over Budget

Monthly Deposited Receviables
WSI

MonthNear - October 2017

13 383.78     I	I      269n.94    I        2 4.35.51     I       " 934.79   •	100 . 00 •
11   891  .&8    •	1 535.49    •  3  050  .98      •  -4819   .59     •	100 .00      •  100   .00      I	21 , 297.M

.,....

250375.87   •	8013.27    •  2  905  .11      • 2131.26   I	700.00     s    200.00    •	2C1825.t1
8 124 .92     I	7056 .17     • 2093.68    •	s	300 .00     I       300.00    •	11471.fl:9
7 930.48    I	78.38     s      3 376.92     • 1'44.34   •	100.00    • 700.00   •	• '3   783 .60     •	56913.70
2.969.10     s	1032.53   •	462  . 67     • 229.5'    s	s   20000    •	4U3.U	• 78.38 s
658.09    •	1 933  .00     •   •2.c.n   •   866 .33     •	100.00   •	79.<0 •

'

3  761  . 13     •	2025   .38      •  t  ooe . 59	82...       •	200.00    •  100 .00    •
1 200.39  •	1 028 .56    •	n .oo  s     n• .01  s	200  .00      s    400.00  s
2 -«1'7.54    s	2  400.09      •   155.70     s     300.00    •	200 .00    •	HUO   •	16.,40
:zm  .3-4  •	7  430  , 47      s   2869.35    •   816  . 76      •	200  .00      s     100  .00    s  	
1 578 .03    •	7  151  . 75      I        1 370.26    I       1 393.5'      I	•  1  100  ,00     I       100 .00 •
8 67'3.43    •	1  940  .95      •  3  128  . 17      •  1  383  .85      I	100  .00	I

'

2 . 404.26   I	183.07   I	76a56    I	512.62     I	100.00	700.00 •
19  «  2 . 23    •	5 ,083  .10      I        2645   .94    I        53142   I	300.00      •
9071,44   I	5 055.94    •  1530.69    • 1988..U    •	100 .00	I
•   951 .31     s	3 189.29    •  3 923.12    •  5  071 .37     •	61 .70 •

.

17  981 .63     I	3 725.24     I        1  477 .08      I        4,5-« .19     •	100 .00 s  	
27 228.24    I	I      11 ,42'  .96      I     1417.16    •  5 293.75   I	100 .00    •	"'5.48•• tt

..._

s	e.esa.s.   s     4  228 .97     s    S 7SUJS     •	s     300 .00     I	21119 . 20

50 $88..5.4     I	5 l08 .39    s     2 71!10. 93       s     3  227   .-49     I	50000    •  100  .00      I	f2I05.l5

Tot.II o.pc,111
 	742002 .47	P•	ts	S 7150.00 

T IERC
 P•		WSl	MISC

517 038.05    S	78.38    $    129597.16    S    '4035.92    $   51.26-4.96   S	$      <4 200.00    $    3     - 00    S	S   43 783.60    S	18.40    S	14.05    t	H0.45 ·-

ST. LUCIE WEST SERVICES DISTRICT ACCOUNTS BILLED SUMMARY
   REPORT#   I  ACTIVE COMPANY		MONTH END SUMMARY	10/1/2017 - 10/31/2017
 	BALANCE TOTALS 
	BEGINNING BALANCE AS OF	10/1/20171	
GENERAL LEDGER					$	497,460.48	
		    TOTAL Bill 				
  CHARGES		DESCRIPTION BASE CHARGES	COUNT	   BILLED AMOUNT 			
5-04109	IRRIGATION BASE	6429	$	149,534.76		$	646,995.24	
5-04107	SEWER BASE	6732	$	164,699.77		$	811,695.01	
5-04106	WATER BASE	6790	$	133,520.00		$	945,215.01	
	DISPENSED/TANKER TRUCK WATER					
5-04046	BASE	15	$	1,237.13		$	946,452.14	
5-04014	WHOLESALE WATER BASE		$	72 4.10		$	947,176.24	
	TOTAL CHARGE		$	449,715 .76			
	    CONSUMPTION CHARGES			 	CONSUMPTION BY GALLONS			
5-04009	IRRIGATION	$	573.76	2,608,000	$	947,750.00	
5-04007	SEWER	$	120,237 .07	31,149,342	$	1,067,987.07	
5-04007	SEWER-BOO EXCESS	$	421.17	1,108.35	$	1,068,408.24	
5-04007	SEWER-TSS EXCESS	$	32.14	86.86	$	1,068,440.38	
5-04006	WATER	$	112,343.60	32,375,702	$	1,180,783.98	
5-04046	TANKER TRUCK WATER	$	192.24	55,400	$	1,180,976.22	
5-04014	WHOLESALE WATER	$	20,502.50	7,37S,OOO	$	1,201,478.72	
5-04021	WHOLESALE WASTEWATER	$	22,557.00	6,502,000	$	1,224,035.72	
	TOTAL CHARGE	$	276,859.48			
	DEPOSIT CHARGE	$		$	1,224,035.72	
	TOTAL CHARGES				
	IRRIGATION CHARGE	$	150,108.52			
	SEWER CHARGE	$	307,947.15			
	WATER CHARGE	$	268,519 .57			
	TOTAL CHARGE	$	72 6,575 .24			
 ADJUSTMENTS		DESCRIPTION		REVENUE	WRITE OFF			
	TOTAL REVENUE CHANGES		$	(3,622 .33)	$	1,220,413.39	

1'1:NALI Y		TOTAL WRITE OFFS		$	(0.64)	$	1,220,412.75	
CHARGES		DESCRIPTION	  AMOUNT				
5-04010	TOTAL PENALTY	$	7,690.96	$	1,228,103.71
MISCELLANEOUS 
CHARGES	DESCRIPTION	AMOUNT	
5-04012	TOTAL MISCELLANEOUS	$	275.00	$	1,228,378.71	
METER SET FEES 	DESCRIPTION	  AMOUNT			
5-04018	METER FEE	$		
5-04012	INITIAL CONNECTION METER FEE TOTAL METER FEES	$
$	
$	1,228,378.71	
IMPACT FEES		DESCRIPTION	 AMOUNT			
5-04033	WATER IMPACT (AFPI)	$	$	1,228,378.71	
5-04035	SEWER IMPACT (AFPI)
TOTAL IMPACT (AFPI)	$
$	$	1,228,378 .71	

ST. LUCIE WEST SERVICES DISTRICT ACCOUNTS RECEIVABLE SUMMARY

REPORT# 2 ACTIVE COMPANY

MONTH ENO SUMMARY

10/1/2017	10/31/2017

GENERAL LEDGER

BALANCE TOTALS CONTINUED BALANCE REFERENCE REPORT# 1

  PAYMENTS 	
DESCRIPTION	AMOUNT	$	1,228 ,378.71	
5-01025	DISPENSED WATER/TANKER TRUCK	$	200.00	$	1,228 ,178.71	
5-01025	IRRIGATION	$	146,490.24	$	1,081,688.47	
5-01025	PENALTY	$	6, 282.33	$	1,075,406 .14	
5 -010 25	SEWER BASE	$	164,888.29	$	910,517 .85	
5-01025	SEWER CONSUMPTION	$	137,991.86	$	772,525.99	
5-01025	WATER BASE	$	135,433.45	$	637,092.54	
5-01025	WATER CONSUMPTION	$	129,776.00	$	507,316.54	
5-010 25	MISCELLANEOUS	$	576.93	$	506,739.61	
5-01025	CONVERSION	$	$	506,739 .61	
5-01025	BOD EXCESS CONSUMPTION	$	421.17	$	506,318.44	
5 -01025	TSS EXCESS CONUMPTION	$	32.14	$	506, 286.30	
	TOTAL RECEIVABLES CREDIT	$	722,092 .41		
	CREDIT BALANCE CHANGE	$	25,860.06	$	480,426 .24	
	SUBTRACT DEPOSIT REFUNDS	$	{5,950 .00)		
	WRITE OFF	$	$	480,426.24	
	SUBTOTAL	 	$	742 ,002.47 		
5-04014	WHOLESALE WATER	$	21,226.60	$	459,199 .64	
5-04021	WHOLESALE WASTEWATER	$	22,557.00	$	436,642.64	
5-04033	WATER IMPACT (AFPI)	$	$	436,642.64	
5-04035	SEWER IMPACT (AFPI)	$	$	436,642.64	
5 -04018	METER FEE	$	$	436,642.64	
5-04012	INITIAL CONNECTION METER FEE	$	$	436,642.64	
	TOTAL PAYMENTS	$	785,786.07		
REVERSE			
 PAYMENTS 	DESCRIPTION		
	POSTING ERRORS	$		
5-01025	RETURN PAYMENTS	$	602.33		
	TOTAL	$	602. 33	$	437,244.97	
REFUNDS	DESCRIPTION	COUNT	AMOUNT		
	TOTAL REFUNDS	33	$	1,565 .10	$	438,810.07	
TRANSFER 			
BALANCE 	DESCRIPTION	NET AMOUNT			
	RECEIVABLES ADJUSTED	$	(1,343 .76)	$	437,466.31	
	RECEIVABLES RE-APPLIED	$	1,343 .76	$	438,810.07	
DEPOSIT				
ACTIVITY	DESCRIPTION	AMOUNT	
BEGINNING BALANCE	$	203,492.00			
BILLED DEPOSITS	$			
5-02030	NEW DEPOSITS	$	7,250.00		ENDING BALANCE AS OF	
REFUNDS	$	(5,950.00)		 	10/31/2017		
REVERSE REFUNDS
REVERSE  DEPOSITS	$
$	
unpaid Reserve invo ice	$	438,810.07
$	
ENDING BALANCE	$	204,792.00		$	438,810.07	

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

CA 4	Monthly Reports on Billing and Customer Service

Summary
This report is provided for your review and information as an update on the monthly Billing and Customer Service Operations.

The following are the totals from the accounts receivable reports for the October billing cycle.

1. Actual Consumption		
Water	32,375,702	Gallons	
Sewer	31,149,342	Gallons	
Sewer BOD	1,108.35	Gallons	
Sewer TSS	86.86	Gallons	
2. Amount Billed			
Total Water	$245,863.60		
Total Sewer	$285,390.15		
Total Irrigation

3. Billing	$150,108.52		
Total Water	6,790	
Total Sewer	6,732	
Total Irrigation	6,429	

Page 183

ST LUCIE WEST SERVICES DISTRICT AGED DEBT ACCOUNTS- SUMMARY FISCAL YEAR 2018

DATE	CURRENT	1-30 DAYS	31-60 DAYS	61-90 DAYS	91-120 DAYS	>120 DAYS	credit balances	BALANCE	Percent Difference	
Tuesday, October 31, 2017	$	-	$ 449,191.11	$	8,349.76	$	1,569.82	$	792.73	$ 12,764.66	$	(33,858.01)	$	438,810.07	-13.84%	
Thursday, November 30, 2017	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Sunday, December 31, 2017	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Wednesday, January 31, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Wednesday, February 28, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Saturday, March 31, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Monday, April 30, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Thursday, May 31, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Saturday, June 30, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Tuesday, July 31, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Friday, August 31, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/0!	
Sunday, September 30, 2018	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	#DIV/01	

- l-\Receivables - Deposits - Reports\END OF MONTH REPORTS\AGED DEBT ACCOUNTS.xlsx

Actual Consumption October 2017

Residential Sewer 17,585,170

Commercial Water 14,787,872

Residential Water 17,587,830

Commercial Sewer TSS 86.86

Commercial Sewer BOD 1,108.35

Commercial Sewer 13,564,172

Page 185

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

Item
CA 5	Financial Statements for October, 2017

Summary

Attached for your review are the Financial Reports for the period ending October 31, 2017.
Financial Statements for all District Funds
Check Register for General Fund and Water & Sewer Fund
o Summary of Checks over $35,000
Balance Sheet Report for all Funds
Bank Reconciliation Summary for all Depository Accounts

Recommendation

No Action Required.

Budget Impact

None.

Board Action

Moved by:	Seconded by:	Action Taken:

St Lucie West Service District
Profit & Loss Budget vs. Actual
October 2017

Ordinary Income/Expense Income

Oct 17	Budget YTD

$ +/- Budget YTD

% of Budget
YTD	Total Budget

1-04000 · GF SLWSD GENERAL FUND REVENUE	0.00		240,447.22		-240,447.22		0.0%		3,952,366.70	
Total Income	0.00		240,447.22		-240,447.22		0.0%		3,952,366.70	
Gross Profit	0.00		240,447.22		-240,447.22		0.0%		3,952,366.70	
Expense										
1-05000 · GF BOARD OF DIRECTORS	1,082.50		1,280.41		-197.91		84.54%		15,365.00	
1-06000 · GF DISTRICT MANAGER	8,000.00		316.24		7,683.76		2,529.72%		28,297.00	
1-07000 · GF FINANCE	0.00		58,152.49		-58,152.49		0.0%		153,167.00	
1-12000 · GF GRANT MANAGEMENT	0.00		96.41		-96.41		0.0%		1,157.00	
1-13000 · GF CLERK TO THE BOARD	0.00		1,092.90		-1,092.90		0.0%		13,115.00	
1-14000 · GF AQUATICS DIVISION-PERSNL	26,451.07		31,996.73		-5,545.66		82.67%		346,000.76	
1-15000 · GF ADMINISTRATION DIV-PERSNL	22,818.03		27,216.09		-4,398.06		83.84%		726,812.84	
1-16000 · GF STORM WATER MGMT-PERSNL	35,159.27		38,573.31		-3,414.04		91.15%		430,972.72	
1-17000 · GF EXOTIC PLNT RMVL DIV-PERSNL	17,811.88		20,223.65		-2,411.77		88.08%		207,144.80	
1-18000 · GF SHOP OPERATIONS-PERSNL	5,502.91		6,836.50		-1,333.59		80.49%		74,478.00	
1-19000 · GF GENERAL COUNSEL	0.00		3,486.00		-3,486.00		0.0%		41,832.00	
1-23000 · GF SPECIAL COUNSEL	0.00		589.50		-589.50		0.0%		7,074.00	
1-26000 · GF ENGINEERING	0.00		2,775.33		-2,775.33		0.0%		33,304.00	
1-29000 · GF POLLUTION CONTROL	0.00		412.41		-412.41		0.0%		4,949.00	
1-31000 · GF AQUATICS DIVISION-OPERATING	2,854.98		18,105.47		-15,250.49		15.77%		217,265.64	
1-33000 · GF ADMINISTRATION DIV-OPERATING	12,794.39		42,493.47		-29,699.08		30.11%		509,921.64	
1-34000 · GF STORM WATER MGMT-OPERATING	9,090.68		12,245.87		-3,155.19		74.24%		146,950.44	
1-35000 · GF EXOTIC PLANT RMVL-OPERATING	15,853.18		23,589.37		-7,736.19		67.21%		283,072.44	
1-36000 · GF SHOP OPERATIONS-OPERATING	3,182.32		3,453.53		-271.21		92.15%		41,442.36	
1-46000 · GF RENEWAL & REPLACEMENT	0.00		415,319.00		-415,319.00		0.0%		583,828.00	
Total Expense	160,601.21		708,254.68		-547,653.47		22.68%		3,866,149.64	
Net Ordinary Income	-160,601.21		-467,807.46		307,206.25		34.33%		86,217.06	
Net Income	-160,601.21		-467,807.46		307,206.25		34.33%		86,217.06	

St Lucie West Service District
Profit & Loss Budget vs. Actual
October 2017

	Oct 17		Budget YTD		$ +/- Budget YTD		% of Budget YTD		Total Budget	
Ordinary Income/Expense										
Income
2-04000 · WB WTR MGMT BEN SRS 1999A REV	
98.88		
1,041.67		
-942.79		
9.49%		
2,396,459.00	
Total Income	98.88		1,041.67		-942.79		9.49%		2,396,459.00	
Gross Profit	98.88		1,041.67		-942.79		9.49%		2,396,459.00	
Expense
2-05000 · WB WTR MGMT BEN SRS 1999A DS	
0.00		
56,100.00		
-56,100.00		
0.0%		
2,278,310.00	
Total Expense	0.00		56,100.00		-56,100.00		0.0%		2,278,310.00	
Net Ordinary Income	98.88		-55,058.33		55,157.21		-0.18%		118,149.00	
Net Income	98.88		-55,058.33		55,157.21		-0.18%		118,149.00	

St Lucie West Service District
Profit & Loss Budget vs. Actual
October 2017

Oct 17	Budget YTD	$ +/- Budget YTD	% of Budget YTD	Total Budget
 	   
Ordinary Income/Expense Income
3-04000 · CB CASCADES SRS 1998 REVENUE	8.63		7.14		1.49		120.87%		161,469.98	
Total Income	8.63		7.14		1.49		120.87%		161,469.98	
Gross Profit	8.63		7.14		1.49		120.87%		161,469.98	
Expense
3-05000 · CB CASCADES SRS 1998 DEBT SVC	
0.00		
8,200.00		
-8,200.00		
0.0%		
201,811.00	
Total Expense	0.00		8,200.00		-8,200.00		0.0%		201,811.00	
Net Ordinary Income	8.63		-8,192.86		8,201.49		-0.11%		-40,341.02	
Net Income	 	8.63		 	-8,192.86		 	8,201.49		 	-0.11%		 	-40,341.02	

St Lucie West Service District
Profit & Loss Budget vs. Actual
October 2017

Ordinary Income/Expense Income

Oct 17	Budget YTD

$ +/- Budget YTD

% of Budget
YTD	Total Budget

5-04000 · WS SLWSD WATER & SEWER REVENUE	9,285.29		7,018.48		2,266.81		132.3%		9,036,847.00	
Total Income	9,285.29		7,018.48		2,266.81		132.3%		9,036,847.00	
Gross Profit	9,285.29		7,018.48		2,266.81		132.3%		9,036,847.00	
Expense										
5-05000 · WS BOARD OF DIRECTORS	1,126.57		1,295.49		-168.92		86.96%		15,545.88	
5-06000 · WS DISTRICT MANAGER	31.46		155.43		-123.97		20.24%		17,449.16	
5-07000 · WS FINANCE	2,679.11		165,271.74		-162,592.63		1.62%		296,873.88	
5-09000 · WS PROPERTY CONTROL	0.00		2,380.88		-2,380.88		0.0%		8,253.56	
5-11000 · WS UTILITY RATE CONSULTANT	0.00		1,264.30		-1,264.30		0.0%		15,171.60	
5-13000 · WS CLERK TO THE BOARD	1,640.91		1,490.25		150.66		110.11%		17,883.00	
5-14000 · WS ADMIN DVSN-PERSNL	44,171.51		50,273.31		-6,101.80		87.86%		1,039,061.72	
5-15000 · WS WATER TRTMNT PLANT-PERSNL	25,294.70		33,479.94		-8,185.24		75.55%		386,542.28	
5-16000 · WS WASTEWATER TRTMT PL-PERSNL	28,003.28		33,910.38		-5,907.10		82.58%		387,433.56	
5-17000 · WS UNDERGROUND UTIL-PERSNL	45,604.90		58,266.19		-12,661.29		78.27%		632,473.28	
5-18000 · WS IRRIGATION DIV-PERSNL	4,536.35		5,825.53		-1,289.18		77.87%		62,588.36	
5-19000 · WS GENERAL COUNSEL	0.00		3,580.76		-3,580.76		0.0%		42,969.12	
5-23000 · WS SPECIAL COUNSEL	0.00		730.58		-730.58		0.0%		8,766.96	
5-26000 · WS ENGINEERING	0.00		4,231.08		-4,231.08		0.0%		50,772.96	
5-27000 · WATER & SEWER DEBT SERVICE	0.00								2,523,091.00	
5-28000 · WS WATER & SEWER SERVICES	0.00		94,065.50		-94,065.50		0.0%		1,128,786.00	
5-29000 · WS ADMIN DIV-OPERATING	17,761.46		162,266.34		-144,504.88		10.95%		1,116,729.08	
5-30000 · WS WATER TRTMNT PLANT-OPER	19,746.15		56,908.67		-37,162.52		34.7%		682,904.04	
5-31000 · WS WASTEWATER TRTMT PL-OPER	18,710.16		49,012.82		-30,302.66		38.17%		588,153.84	
5-32000 · WS UNDERGROUND UTIL-OPERATING	29,507.76		53,209.14		-23,701.38		55.46%		638,509.68	
5-33000 · WS IRRIGATION DIV-OPERATING	12,839.73		22,673.23		-9,833.50		56.63%		272,078.76	
Total Expense	251,654.05		800,291.56		-548,637.51		31.45%		9,932,037.72	
Net Ordinary Income	-242,368.76		-793,273.08		550,904.32		30.55%		-895,190.72	
Net Income	-242,368.76		-793,273.08		550,904.32		30.55%		-895,190.72	

St Lucie West Service District
Profit & Loss Budget vs. Actual
October 2017

Ordinary Income/Expense Income
5-36000 · WS CAP REVENUES

Oct 17	Budget YTD

$ +/- Budget YTD

% of Budget
YTD	Total Budget

5-36001 · INTEREST - R&R 4076011209	400.84									
5-36002 · INTEREST - WWCF - 4076011236	38.14		19.58		18.56		194.79%		234.96	
5-36003 · INTEREST - 2004 BOND ISSUE	0.00									
5-36004 · INTEREST - WCF 4076011227	200.31		14.66		185.65		1,366.37%		175.92	
5-36005 · WATER IMPACT FEES	0.00		319.33		-319.33		0.0%		3,831.96	
5-36006 · WW IMPACT FEES	0.00		239.66		-239.66		0.0%		2,875.92	
5-36007 · R&R TRANS FROM W&S OPERATING	0.00		94,065.50		-94,065.50		0.0%		1,128,786.00	
Total 5-36000 · WS CAP REVENUES	639.29		94,658.73		-94,019.44		0.68%		1,135,904.76	
Total Income	639.29		94,658.73		-94,019.44		0.68%		1,135,904.76	
Gross Profit	639.29		94,658.73		-94,019.44		0.68%		1,135,904.76	
Expense										
5-37000 · WS RENEWAL & REPLACEMENT CIP										
5-37004 · CAPITAL PROJECTS SW049	0.00		26,373.00		-26,373.00		0.0%		26,373.00	
5-37006 · CAPITAL PROJECTS SW064	0.00		418,379.00		-418,379.00		0.0%		418,379.00	
5-37007 · CAPITAL PROJECTS SW001	3,748.00		139,000.00		-135,252.00		2.7%		139,000.00	
5-37009 · CAPITAL PROJECTS SW037	0.00		190,026.00		-190,026.00		0.0%		190,026.00	
5-37013 · CAPITAL PROJECTS SW047	0.00		29,889.00		-29,889.00		0.0%		29,889.00	
5-37014 · CAPITAL PROJECTS SW050	0.00		50,000.00		-50,000.00		0.0%		50,000.00	
5-37018 · CAPITAL PROJECTS SW069	500.00		1,002,000.00		-1,001,500.00		0.05%		1,002,000.00	
5-37027 · CAPITAL PROJECTS SW073	0.00		19,760.00		-19,760.00		0.0%		19,760.00	
5-37029 · CAPITAL PROJECTS SW081	0.00		145,000.00		-145,000.00		0.0%		145,000.00	
5-37031 · CAPITAL PROJECTS SW084	0.00		24,000.00		-24,000.00		0.0%		24,000.00	
5-37032 · CAPITAL PROJECTS SW085	114.20		56,750.00		-56,635.80		0.2%		56,750.00	
5-37035 · CAPITAL PROJECTS SW088										
5-37038 · CAPITAL PROJECTS SW091	0.00		10,000.00		-10,000.00		0.0%		10,000.00	
Total 5-37000 · WS RENEWAL & REPLACEMENT CIP	4,362.20		2,111,177.00		-2,106,814.80		0.21%		2,111,177.00	
5-38000 · WS WATER CONNECT FEE CIP										
5-38012 · CAPITAL PROJECTS SW077	0.00		361,406.00		-361,406.00		0.0%		361,406.00	
5-38014 · CAPITAL PROJECTS SW076	0.00		675,000.00		-675,000.00		0.0%		675,000.00	
Total 5-38000 · WS WATER CONNECT FEE CIP	0.00		1,036,406.00		-1,036,406.00		0.0%		1,036,406.00	
Total Expense	4,362.20		3,147,583.00		-3,143,220.80		0.14%		3,147,583.00	
Net Ordinary Income	-3,722.91		-3,052,924.27		3,049,201.36		0.12%		-2,011,678.24	
Net Income	-3,722.91		-3,052,924.27		3,049,201.36		0.12%		-2,011,678.24	

St Lucie West Service District
Check Register
As of October 31, 2017

Date	Num	Name	Memo	Credit
ASSETS
Current Assets Checking/Savings
1-00001 · SUNTRUST (GF operating) #1363
10/06/2017	7310	ABBA AIR CONDITIONING CORPORATION	PO#74413-REPLACED CONDENSOR MOTOR & CAPACITOR	915.00	
10/06/2017	7311	AMERICAN EXPRESS		12,017.20	
10/06/2017	7312	ARCADIS US INC.		8,362.60	
10/06/2017	7313	DAVID MIKLAS, P.A.	PO#73220-LEGAL SERVICES PERFORMED FOR SEPTEMBER...	111.37	
10/06/2017	7314	FEDEX	PO#74077-SHIPPING CHARGES	20.01	
10/06/2017	7315	FRANKLIN TEMPLETON BANK AND TR	SEPTEMBER 2017 SEP CONTRIBUTIONS	19,035.86	
10/06/2017	7316	GONANO & HARRELL	PO#74417-SEPTEMBER 2017 LEGAL SERVICES	4,396.25	
10/06/2017	7317	GRAINGER	PO#75264-BLANK TAGS	47.76	
10/06/2017	7318	HELENA CHEMICAL CO.	PO#75267-RODEO/CIDE KICK/CUTRINE FL909/SPRAY INDICA...	2,221.25	
10/06/2017	7319	J.W. CHEATHAM, LLC	2016 STORMWATER ENHANCEMENT PROJECT-REQUISITIO...	64,085.94	
10/06/2017	7320	JOHNSON ENGINEERING, INC.	WELAND#1 PROJECT PROF SVCS THROUGH SEPTEMBER 1...	2,694.00	
10/06/2017	7321	NEXAIR, LLC	PO#73432-REMAINING BALANCE OF FY2016-2017 PAYMENT	40.03	
10/06/2017	7322	SITEONE LANDSCAPE SUPPLY, LLC	PO#75271-LESCO PROSECUTOR PRO 2.5 GALLON	750.40	
10/06/2017	7323	ST LUCIE CO BALING & RECYCLING		783.04	
10/06/2017	7324	SYSTEM DESIGN WIZARDS, INC.	PO#74098-WEBSITE MAINTENANCE & HOSTING SEPTEMBE...	967.40	
10/06/2017	7325	ANAGO	ANNUAL JANITORIAL SERVICES FOR FY2017-2018:ACCT#SL...	4,740.00	
10/06/2017	7326	DEPARTMENT OF CORRECTIONS	PO#75217A-WORK SQUAD-1ST QUARTER 10/02/17 THROUG...	14,374.25	
10/06/2017	7327	SPECIAL DISTRICT SERVICES, INC.	PO#75269-PREPARATION OF 2017 ASSESSMENT ROLL	8,000.00	
10/13/2017		ASCENSUS	PR 10/11/17 (9/23/17-10/06/17)	1,505.54	
10/16/2017	7328	ADP, LLC	PO#75299-PAYROLL PROCESSING SERVICES FOR PERIOD ...	187.00	
10/16/2017	7329	BOB'S BARRICADES, INC.	PO#75159-SERVICES FROM 08/21/17 TO 09/20/17	367.50	
10/16/2017	7330	CITY ELECTRIC SUPPLY CO.	PO#75252-ELECTRICAL SUPPLIES	154.99	
10/16/2017	7331	COMO OIL COMPANY OF FLORIDA	PO#74707- DYED-ULTRA LOW SULPHUR	1,536.27	
10/16/2017	7332	FLOWERS CHEMICAL LABORATORIES		1,342.00	
10/16/2017	7333	FPL	PO#75314-ELECTRICAL SERVICES	43,059.90	
10/16/2017	7334	LOWE'S		3,728.86	
10/16/2017	7335	NAPA AUTO SUPPLY OF PORT ST. LUCIE		4,309.48	
10/16/2017	7336	NATURES GROUNDS LANDSCAPE MANAGEMENT	PO#74576-FILLED IN HOLES WHERE PEPPER TREES WERE ...	599.80	
10/16/2017	7337	PALM TRUCK CENTERS INC.	PO#75157-PARTS	183.89	
10/16/2017	7338	SPECIAL DISTRICT SERVICES, INC.	PO#74451-SEPTEMBER 2017 MANAGEMENT FEES	6,915.49	
10/16/2017	7339	SUNSHINE STATE ONE CALL OF FLORIDA, INC	PO#75298 TICKETS TRANSMITTED FOR SEPTEMBER 2017	239.28	
10/16/2017	7340	TREASURE COAST NEWSPAPERS	PO#74662-ADVERTISING FEES	1,309.13	
10/16/2017	7341	UNIFIRST		981.46	
10/16/2017	7342	UNITED SITE SERVICES OF FLORIDA, INC.	PO#74791-SERVICES FROM 09/18/17 TO 10/15/17	80.50	
10/16/2017	7343	VERIZON WIRELESS	PO#75316-CELL PHONE SERVICES	996.06	
10/16/2017	7344	WageWorks, Inc.	PO#74804-AMOUNT DUE FROM YEARLY PAYMENT	0.80	
10/16/2017	7345	AMERICAN EXPRESS	GERARD ROUSE CHARGES FOR SEPTEMBER 2017	1,318.29	
10/16/2017	7346	COMCAST	ANNUAL PAYMENT FY2018 (10/15/17-10/14/18) ACCT#853511...	3,119.64	
10/16/2017	7347	ELPEX	PO#75285-TFORCE TIRES/WHEEL BALANCE/ALIGNMENT	668.72	
10/16/2017	7348	FEDEX	PO#75301-SHIPPING CHARGES	161.82	
10/16/2017	7349	FLORIDA COAST EQUIPMENT	PO#75283-ASSY LAMPS	264.72	
10/16/2017	7350	HELENA CHEMICAL CO.		2,400.00	
10/16/2017	7351	HORIZON DISTRIBUTORS INC.	PO#75253-DEBRIS LOADER & TRAILER	7,900.00	
10/16/2017	7352	ROGER LANE	BALANCE OF PTO TIME	2,717.60	
10/16/2017	7353	SAM'S CLUB DISCOVER	MADELINE MALDONADO CHARGES FOR THE MONTH OF SE...	759.36	
10/16/2017	7354	TREASURE COAST LAWN EQUIPMENT		3,066.91	
10/16/2017	7355	WASTE PRO - FT. PIERCE	ANNUAL PAYMENT FY2018 (10/01/17-09/30/18) ACCT#7437	3,773.16	
10/20/2017	7356	FLORIDA DEPARTMENT OF HEALTH	PO#74974-EMPLOYEE VACCINATIONS	124.00	
10/20/2017	7357	HOME DEPOT CREDIT SERVICES	Page 192	1,249.67	
10/20/2017	7358	KERNS CONSTRUCTION	PO#75141-REPLACE 24" WATER METER	2,675.00	

Date		Num		Name		Memo		Credit	
10/20/2017		7359		NATIVE CONTROL SERVICES, LLC		PO#75327-LEVEL & GRADE AREA/LOAD, HAUL & DISPOSE O...		150.00	
10/20/2017		7360		TREASURE COAST AUTO REPAIR INC.		PO#75278-OVERHAULED WITH NEW BEARING KIT, DIRECT ...		1,647.77	
10/20/2017		7361		TREASURE COAST NEWSPAPERS		PO#74887-ADVERTISING FEES		329.07	
10/20/2017		7362		CINTAS CORPORATION				193.42	
10/20/2017		7363		GRAINGER		PO#75297-CHMSPLSH/IMPCTRSTNT GOGLS,ANTFG SHAD		271.56	
10/20/2017		7364		SITEONE LANDSCAPE SUPPLY, LLC		PO#75295-CROSSCHECK/ATRAZINE		367.10	
10/20/2017		7365		TURNER INDUSTRIAL SUPPLY CO.		PO#75307-ALUM MALE PIPE ADAPTOR		8.20	
10/20/2017		7366		WINDSTREAM COMMUNICATIONS		ANNUAL PAYMENT FY2017-2018-ACCOUNT NUMBER 4146656		9,124.20	
10/27/2017				ASCENSUS		PR 10/25/17 (10/07/17-10/20/17)		1,421.06	
10/27/2017		7367		ABBA AIR CONDITIONING CORPORATION		PO#75352-REPAIRED AC UNIT IN OPERATIONS BUILDING		480.00	
10/27/2017		7368		ADP, LLC				836.40	
10/27/2017		7369		CHEMICAL CONTAINERS, INC.		PO#75326-ASSORTED HOSES/CLAMPS/FTGS		414.16	
10/27/2017		7370		COMO OIL COMPANY OF FLORIDA		PO#75322 DYED-ULTRA LOW SULPHUR		1,131.75	
10/27/2017		7371		ELPEX		PO#75334-TIRES		342.00	
10/27/2017		7372		GUARDIAN HAWK SECURITY		FY2018 NOVEMBER 1, 2017-OCTOBER 31, 2018 ACCT#8594307		864.00	
10/27/2017		7373		TREASURE COAST LAWN EQUIPMENT		PO#75338-AIR FILTER/CHOKE KNOB/STRING TRIMMER ACC...		413.89	
10/27/2017		7374		UNIFIRST				514.80	
Total 1-00001 · SUNTRUST (GF operating) #1363	259,768.58
1-00002 · SUNTRUST (GF R&R Fund) # 3968
Total 1-00002 · SUNTRUST (GF R&R Fund) # 3968
5-00002 · SUNTRUST (WS Operating) #7918
10/06/2017	8012	ALEX DLUGOLENSKI		404 NW AQUA VISTA LN-CUSTOMER REFUND-ALEX DLUGOL...	51.76	
10/06/2017	8013	ANDREW JOHN CASSANITI		513 SW TREASURE CV-CUSTOMER REFUND-ANDREW JOHN...	48.83	
10/06/2017	8014	BELINDA RAMOS NAZARIO		1252 SW BENT PINE CV-CUSTOMER REFUND-BELINDA RAM...	49.42	
10/06/2017	8015	CHARLES MIELCARSKI		828 SW ST ANDREWS CV-CUSTOMER REFUND-CHARLES MI...	33.31	
10/06/2017	8016	CORI LYNN GONDOLA		898 SW ROCKY BAYOU TER-CUSTOMER REFUND-CORI LYN...	33.89	
10/06/2017	8017	DAVID GANTSHAR		1262 A NW SUN TERRACE CIR-CUSTOMER REFUND-DAVID ...	152.78	
10/06/2017	8018	ELISABETH ALEKS		641 SW MUNJACK CV-CUSTOMER REFUND-ELISABETH ALE...	28.89	
10/06/2017	8019	FELIX E. RIVERA		311 SW TOMOKA SPRINGS DR-CUSTOMER REFUND-FELIX E...	29.94	
10/06/2017	8020	HELENA KENNEDY		343 NW TREELINE TRCE-CUSTOMER REFUND-HELENA KEN...	64.27	
10/06/2017	8021	LARRY BELKIN		333 NW TUSCANY CT-CUSTOMER REFUND-LARRY BELKIN-8...	47.65	
10/06/2017	8022	LISA HIGGINS		636 SW LAKE CHARLES CIR-CUSTOMER REFUND-LISA HIGG...	46.33	
10/06/2017	8023	MONSANTO OLIVE		1205 A NW BENTLEY CIR-CUSTOMER REFUND-MONSANTO ...	53.05	
10/06/2017	8024	PHILIP MANCINI		401 NW BREEZY POINT LOOP-CUSTOMER REFUND-PHILIP ...	42.10	
10/06/2017	8025	WILLIAM BROGAN		521 SW INDIAN KEY DR-CUSTOMER REFUND-WILLIAM BRO...	74.35	
10/06/2017	8026	ARCADIS US INC.		PO#75116-SLWSD UTILITY SYSTEM PROF SVCS FROM 08/21...	70.50	
10/06/2017	8027	CITY ELECTRIC SUPPLY CO.			165.90	
10/06/2017	8028	COMO OIL COMPANY OF FLORIDA		PO#75146- DYED-ULTRA LOW SULPHUR	2,189.40	
10/06/2017	8029	COMPUTER NETWORK SERVICES			1,309.85	
10/06/2017	8030	ELECTRIC MOTORS OF PALM BEACH			7,151.79	
10/06/2017	8031	FERGUSON ENTERPRISES			4,443.00	
10/06/2017	8032	HORIZON DISTRIBUTORS INC.		PO#75212A-ASSORTED IRRIGATION SUPPLIES	148.39	
10/06/2017	8033	PRP CONSTRUCTION GROUP, LLC		PO#74162-PAYY APP DRIVEWAY @ 408 SW LOCUST COVE-...	3,027.60	
10/06/2017	8034	SIEMENS ENERGY & AUTOMATION		PO#75237A-HYDRORANGER 200	2,076.00	
10/06/2017	8035	THE BUSHEL STOP, INC.		PO#75257-PALLET OF SOD	195.00	
10/06/2017	8036	USABLUEBOOK			1,052.07	
10/06/2017	8037	WASTE MANAGEMENT OKEECHOBEE LANDFILL		PO#75088-SERVICE PERIOD SEPTEMBER 2017	4,080.30	
10/06/2017	8038	JUDITH E. BRADY		WATER CONSERVATION REBATE 2017-18 1	200.00	
10/06/2017	8039	LINDA EBERT		WATER CONSERVATION REBATE 2017-18 3	100.00	
10/06/2017	8040	SHARON LEE CROCE		WATER CONSERVATION REBATE 2017-18 2	200.00	
10/13/2017	8041	ANGELO CRUDO	Page 193	111 NW SUMMERVILLE CT-CUSTOMER REFUND-ANGELO C...	37.98	

Date		Num		Name		Memo		Credit	
10/13/2017		8042		BELLA LOZITO		816 SW GRAND RESERVES BLVD-CUSTOMER REFUND-BEL...		75.52	
10/13/2017		8043		DONNA M. RICHARDSON		400 SW BLUE SPRINGS CT-CUSTOMER REFUND-DONNA M. ...		2.22	
10/13/2017		8044		JAMES MONROE		214 SW COCONUT KEY WAY-CUSTOMER REFUND-JAMES M...		33.88	
10/13/2017		8045		JEFF REID		510 NW SERENE MEADOW WAY-CUSTOMER REFUND-JEFF ...		9.97	
10/13/2017		8046		JUSTIN DUNN		391 SW SANDY WAY-CUSTOMER REFUND-JUSTIN DUNN-21...		63.74	
10/13/2017		8047		KAREN McCALLISTER		113 NW BERKELEY AVE-CUSTOMER REFUND-KAREN McCA...		30.86	
10/13/2017		8048		KEVIN MEREDITH		231 SW MANATEE SPRINGS WAY-CUSTOMER REFUND-KEVI...		0.97	
10/13/2017		8049		PATRICIA A. HOTH		640 NW VENETTO CT-CUSTOMER REFUND-PATRICIA A. HO...		46.48	
10/13/2017		8050		CARE NOW URGENT CARE		PO#75296-EMPLOYEE SCREENINGS		60.00	
10/13/2017		8051		CITY ELECTRIC SUPPLY CO.		PO#75272-ELECTRICAL SUPPLIES		86.78	
10/13/2017		8052		COAST PUMP & SUPPLY CO., INC.		PO#74106-ASSORTED IRRIGATION SUPPLIES		57.36	
10/13/2017		8053		ELPEX		PO#75273-TIRES/WHEEL BALANCE ON LIGHT TRUCK		816.72	
10/13/2017		8054		FLOWERS CHEMICAL LABORATORIES				7,299.00	
10/13/2017		8055		IMERYS		PO#74145-XO WHITE WT 2000LB BAG		9,936.62	
10/13/2017		8056		INTEGRATION SERVICES, INC.		PO#72981F-PLC CONTROL LOGIC PROGRAMMING & IGNITIO...		4,100.00	
10/13/2017		8057		ODYSSEY MANUFACTURING COMPANY		PO#74959-HYPOCHLORITE SOLUTIONS		1,386.45	
10/13/2017		8058		PUBLIC RESOURCES MANAGEMENT GR		PO#74728D-PROFESSIONAL SERVICES FROM 09/01/17 TO 0...		6,619.56	
10/13/2017		8059		RevSpring, Inc.		PO#75305-STATEMENTS		15.64	
10/13/2017		8060		CHEMICAL CONTAINERS, INC.		PO#75284-GASKETS/LIDS		59.80	
10/13/2017		8061		FERGUSON ENTERPRISES		PO#75276-ASSORTED OPERATING SUPPLIES		114.20	
10/13/2017		8062		INTEGRATION SERVICES, INC.		PO#75308-WASTEWATER PLANT & R/O PLANT SCADA MODI...		332.50	
10/13/2017		8063		MWI PUMPS		PO#75302-PUMP REPAIRS		225.00	
10/13/2017		8064		TURNER INDUSTRIAL SUPPLY CO.		PO#75287-ASSORTED OPERATING SUPPLIES		249.04	
10/13/2017		8065		UNIFIRST		PO#75309-MENS SHORTS		105.00	
10/13/2017		8066		USABLUEBOOK		PO#75282-MAGNETIC PIPE LOCATOR/ONE HAND WRENCH/...		504.00	
10/13/2017		8067		VELDE FORD, INC.		VOID: PO#75286-LAMP ASY			
10/16/2017		8068		VELDE FORD, INC.		PO#75286-LAMP ASY		5.50	
10/20/2017		8069		HEINRICH ERHARDT		513 NW PORTOFINO LN-CUSTOMER REFUND-HEINRICH ER...		36.66	
10/20/2017		8070		VALERIE SMITH-STRONG		576 SW NEWCASTLE CV-CUSTOMER REFUND-VALERIE SMI...		69.99	
10/20/2017		8071		HENRI NOLETTE		WATER CONSERVATION REBATE 2017-18 4		100.00	
10/20/2017		8072		BARNEY'S PUMP		PO#75211-PORTABLE POWER CABLE/HEAVY DUTY CIRCUIT...		3,748.00	
10/20/2017		8073		COAST PUMP & SUPPLY CO., INC.				409.47	
10/20/2017		8074		CUMMINS POWER SOUTH		PO#74704A-FULL SERVICE-OCTOBER 2017		2,763.77	
10/20/2017		8075		EASTERN PIPELINE CONSTRUCTION, INC.		PO#75325-INSTALLED 3" LONG SIDE SERVICE SLEEVE-1232 ...		1,700.00	
10/20/2017		8076		ELPEX		PO#75324-TFORCE TIRES/WHEEL BALANCE		895.08	
10/20/2017		8077		ODYSSEY MANUFACTURING COMPANY				2,502.12	
10/20/2017		8078		SOUTHERN UNDERGROUND, INC.		PO#75335-REMOVED & REPLACED CONCRETE DRIVEWAYS ...		7,548.40	
10/20/2017		8079		ST LUCIE BATTERY & TIRE		PO#75308A-LOADSTAR TIRES		209.90	
10/20/2017		8080		RevSpring, Inc.		PO#75310-STATEMENTS		14.85	
10/20/2017		8081		SENSUS		PO#75321-REPAIR & RETURN		493.00	
10/20/2017		8082		USABLUEBOOK		PO#75311-1/2" UNIBODY BACK PRESSURE VALVE PVC		257.04	
10/27/2017		8083		OLMEDO BERNAL		588 SW INDIAN KEY DR-CUSTOMER REFUND-OLMEDO BER...		30.06	
10/27/2017		8084		ARMADILLO DIRT WORKS, LLC				7,575.00	
10/27/2017		8085		FERGUSON ENTERPRISES				933.10	
10/27/2017		8086		FLORIDA DEPT. OF ENVIRONMENTAL PROTECTION		MAIN PUMP STATION IMPROVEMENTS-FDEP PERMIT FEES		500.00	
10/27/2017		8087		ODYSSEY MANUFACTURING COMPANY		PO#75306-HYPOCHLORITE SOLUTIONS		1,310.80	
10/27/2017		8088		RevSpring, Inc.		PO#75340-STATEMENTS		387.76	
10/27/2017		8089		TURNER INDUSTRIAL SUPPLY CO.		PO#75317-STRAINER BASKET STEEL/FIRST AID KIT 25P EYE...		74.00	
10/31/2017		8098		CATALINA SERRANO		620 NW SAN REMO CIR-CUSTOMER REFUND-CATALINA SER...		21.14	
10/31/2017		8091		EDMOND McCARTHY		1253B NW SUN TERRACE CIR-CUSTOMER REFUND-EDMON...		57.03	
10/31/2017		8092		JAMES LARDAKIS		769 SW ST CROIX CV-CUSTOMER REFUND-JAMES LARDAKI...		82.28	
10/31/2017		8093		JUAN J. ARMENDAREZ		263 SW SANDY WAY-CUSTOMER REFUND-JUAN J. ARMEND...		61.49	
10/31/2017		8094		KATHLEEN KEARNEY	Page 194	358 NW SUNVIEW WAY-CUSTOMER REFUND-KATHLEEN KE...		88.93	
10/31/2017		8095		KEVIN ALEXANDER		110 SW HIDDEN COVE WAY-CUSTOMER REFUND-KEVIN AL...		25.31	

Date	Num	Name		Memo		Credit	
 
10/31/2017	8096	LAVERNE A OATMAN			432 SW JEFFERSON CIR-CUSTOMER REFUND-LAVERNE A ...		86.77	
10/31/2017	8097	NICOLE EAKINS			719 SW SAN SALVADOR CV-CUSTOMER REFUND-NICOLE E...		68.84	
10/31/2017	8090	CATALINA SERRANO			620 NW SAN REMO CIR-CUSTOMER REFUND-CATALINA SER...		21.14	
Total 5-00002 · SUNTRUST (WS Operating) #7918					91,513.09	
Total Checking/Savings					351,281.67	
Total Current Assets					351,281.67	
TOTAL ASSETS					351,281.67	
						
LIABILITIES & EQUITY						
TOTAL LIABILITIES & EQUITY						

St Lucie West Service District
Checks Over $35,000
As of October 31, 2017

Date	Num	Name	Memo	Credit
ASSETS
Current Assets Checking/Savings
1-00001 · SUNTRUST (GF operating) #1363
10/06/2017	7319	J.W. CHEATHAM, LLC	2016 STORMWATER ENHANCEMENT PROJECT-REQUISITIO...	64,085.94	
10/16/2017	7333	FPL	PO#75314-ELECTRICAL SERVICES	43,059.90	
Total 1-00001 · SUNTRUST (GF operating) #1363		107,145.84	
5-00002 · SUNTRUST (WS Operating) #7918
Total 5-00002 · SUNTRUST (WS Operating) #7918			
Total Checking/Savings		107,145.84	
Total Current Assets		107,145.84	
TOTAL ASSETS		107,145.84	
			
LIABILITIES & EQUITY
TOTAL LIABILITIES & EQUITY			

St Lucie West Service District
Balance Sheet
As of October 31, 2017

Oct 31, 17

ASSETS
Current Assets Checking/Savings		
1-00001 · SUNTRUST (GF operating) #1363	769,471.23	
1-00002 · SUNTRUST (GF R&R Fund) # 3968	1,044,113.89	
5-00001 · SUNTRUST (WS Deposit) #1355	-72,860.73	
5-00002 · SUNTRUST (WS Operating) #7918	5,410,509.59	
Total Checking/Savings	7,151,233.98	
Other Current Assets		
1-02000 · GF SLWSD GENERAL ASSETS	514,210.96	
2-01000 · WB WTR MGMT BEN 1999A ASSETS	871,538.35	
3-01000 · CB CASCADES SRS 1998 ASSETS	67,256.26	
5-01000 · WS SLWSD WATER & SEWER ASSETS	53,242,144.98	
Total Other Current Assets	54,695,150.55	
Total Current Assets	61,846,384.53	
Other Assets		
000000 · Journal Entry Exchange	2,465.25	
Total Other Assets	2,465.25	
TOTAL ASSETS	61,848,849.78	
		
LIABILITIES & EQUITY		
Liabilities
Current Liabilities Accounts Payable		
20000 · Accounts Payable	31,421.44	
Total Accounts Payable	31,421.44	
Other Current Liabilities		
1-03000 · GF SLWSD GENERAL LIAB	64,036.94	
2-02000 · WB WTR MGMT BEN 1999A LIAB	94,320.28	
3-02000 · CB CASCADES SRS 1998 LIAB	16,144.15	
5-02000 · WS SLWSD WATER & SEWER LIAB	36,202,051.44	
Total Other Current Liabilities	36,376,552.81	
Total Current Liabilities	36,407,974.25	
Total Liabilities	36,407,974.25	
Equity		
1-01000 · GF SLWSD GENERAL FND BAL	827,947.27	
2-03000 · WB WTR MGMT BEN 1999A FND BAL	3,364,957.58	
3-03000 · CB CASCADES SRS 1998 FND BAL	352,271.63	
32000 · Retained Earnings	8,328,238.93	
4-02000 · CP WMB CAP PROJECTS FUND BAL	3,188,817.19	
5-03000 · WS SLWSD WATER & SEWER FND BAL	9,724,940.02	
Net Income	-346,297.09	
Total Equity	25,440,875.53	
TOTAL LIABILITIES & EQUITY	61,848,849.78	

ST LUCIE WEST SERVICE DISTRICT ACCOUNT RECONCILIATION SUMMARY FOR MONTH ENO October 31st, 2017

GIL #	Account Name	Bank	Accoun t #	Statement EOM Balance	In Transit	Reconciled Statement Balance	GIL Ba lance	Reconciled

OPERATING	
1-00001	IOoeratinQ Checklnq	1S T	11000104111353	I	521,814.37 I	(125,203.231)		396,611.14 I		396,611.14 I '	IYes	
1-00002	l o oeratina Checklna R&R Fund	1ST	11000104113968	I	1,044.1 13.89 I	I		1,044,113.89 I		1,044,113.89 I •	Ives	
1-00002	IOoeratlnq ChecklnQ Escrow Fund	1ST	110001041 18740	I	I	I		I		I	IYes	
	
\-02022	ISurolus Funds - SBA	ISBA	1271912	I	6,208.37 I	I		6,208.37 I		6,208.37 I	IYes	
					
TOTAL OPERATING		s	
1,446,933. 40	s	
1 ,446,933 .40		

WATER MANAGEMENT  BOND FUNDS	
2-010 60	Revenue Fund-WMB 2013	l/S	203823000	488,447.20		488,447.20	488,447.20		Yes	
2-01061	lnIeres1Account-WMS 2013	l/S	203823001						Yes	
2-01062	Sinklna Account-WMB 2013	us	203823002						Yes	
2-01015,:3	Redemo1lon Accounl-WMB2013	us	203823003						Yes	
2-010&•	Reserve Fund·WMB 2013	us	203823004	183,079.30		183,079.30	183,079.30		Yes	
2-010el5	COi Fund-WMB 2013	us	203823005						Yes	
2-Ot O7 O	Revenue Fund-WMB 2014	l/S	213449000	11.85		11.85	11.85		Yes	
2-01071	Interest Account-WMS 2014	us	213449001						Yes	
2-01Q72	Slnklnq Accoun1-WMB 2014	us	213449002						Yes	
2·01073	Redemo1lon Accoun1-WMB2014	us	213449003						Yes	
2-0107•	Reserve Fund-WMB 2014	us	213449004	200,000.00		200.000.00	200,000.00		Yes	
2·01075	Acouasltlon Fund-WMS 2014	us	213449005						Yes	
2-01076	COi Fund-WMS 2014	us	213449006						Yes	
	
3-01051	Revenue Fund-Cascades 201O	us	140706000	45,912.42		45.912.42	45.912.42		Yes	
3-01052	lnteresl Accounl·Cascade s: 2010	us	140706001						Yes	
J-010.5.J	Slnklno Fund-Cascades 2010	us	1 40706002						Yes	
3-CIOS.C	Redemotion,Casca des 2010	us	140706003						Yes	
S-010.5-S	Reserve Fund-Cascades 201O	l/S	1 40706004	19,361.10		19,361.10	19,361.10		Yes	
3 -010 5-e	CO- i Cascades201O	l/S	140706005						Yes	
3.010S7	Escrow-Cascades 201O	l/S	140707000						Yes	
WATER  MANAGEMENT BOND FUNDS TOTAL  s	936 ,811 .87   s	936,811.87	

WATER  AND SEWER ACCOUNTS	
5-00001	Water & Sewer Cash Deoositarv	ST	1000104111355	138,564.90	502,607.39	641,172.29	641,172.29		Yes	
S- 00002	Waw & Sewer OperatinQ Checi<JnQ	S T	l 1 000104117918 I		5,197,991.63	13,378.87	5,211,370.50 I	5,211.370.50		Yes	
					
5-01005	Consuuction Fund	us	4076011281	0.01		0.01	0.01		Yes	
5·01008	Ooeratina/Maintenance	us	4076011174						Yes	
										
	Total	us	4076011192	2,524.601.50		2,524,601.50	2,524,601.50		Yes	
										
5·01008	Senior Interest	us	4076011183	309.508.12		309,508.12	309,508.12		Yes	
S-D1010	Renewal & Repracemenl	us	4076011209	2,501.3 34.49		2.501,334,49	2,501,334.49		Yes	
S-01011	Rate StabUi>alion	us	4076011218	581,998.69		581 998.69	581.998.69		Yes	
S-01012	Water Connection	us	4076011227	1,218,806.68		1,218,806.68	1,218,806.68		Yes	
.5-01013	Wastewater Conneclion	l/ S	4076011236	232,045.96		232,045.96	232,045.96		Yes	
5-Cl10U ,	Revenue Fund	us	4076011165	885,013.58		885,013.58	885,013.58		Yes	
>-0101S	Surolus Fund	us	4076011272	2,209,302.89		2,209,302.89	2,209,302.89		Yes	
S-01016	Princloal Acco unt	us	4076036781	2.370.44		2,370.44	2,370.44		Yes	
	
5-01042	!Surplus Funds • SBA	SBA	127 1 911	I	480.79 I	I	480.79	480.79 I	IYes	
				WATER AND SEWER ACCOUNTS TOTAL s	16,318,005.94 s	
16,318,005.94		

GRAND TOTAL	s	18,701,751.21    S	1 8,701,751.21

Nole : Th ese checking accounts (1363, 3968, 1355, & 7918 ) are reconc iled to 11/27/17. not to the end of the month, due lo the software's 'in transit ' calculation.

DATE: -----,.......,;--+7--,I	Z	

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

Item
CA 6	Consider Approval to Transfer Funds for the R&R Account Requisition

Summary

Attached for your review and approval is a request to transfer funds from the Renewal & Replacement Account (R&R) for expenses that are previously budgeted project-related expenses for FY 2017/2018 and have been previously approved by the Board to be funded from one of the above mentioned accounts.

All of the expenditures are appropriate for payment from the R&R Account Fund. All expenditures are in compliance with the District’s policy where the cost exceeds the capitalization threshold for Fixed Assets.

$4,362.20 – Renewal & Replacement Account
All Invoices for this requisition are attached for your review.

Recommendation

Staff recommends Board approval to transfer funds from the R&R Account for $4,362.20 to the Public Fund Checking account for reimbursement for payments made that have been budgeted to be funded by this account.

Budget Impact

None.

Board Action

Moved by:	Seconded by:	Action Taken:

Requisition No. 2018-1

ST. LUCIE WEST SERVICES DISTRICT REQUISITION FOR PAYMENT
RENEWAL & REPLACEMENT TRUST ACCOUNT

The undersigned, an Authorized Officer of St. Lucie West Services District (the "District") hereby submits the following requisition for disbursement under and pursuant to the terms of the Indenture of Trust from the District to US Bank, as trustee (the "Trustee"), dated as of February 1, 2000 (the "Indenture") (all capitalized terms used herein shall have the meaning as such term in the Indenture):

Requisition Number:

2018-1

Name of Payee:

St. Lucie West Services District, Water & Sewer Checking Account SunTrust Bank Account# 1000144367918

Amount Payable:

$4,362.20

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

Per attached letter and invoices; all of these expenditures are for renewal and replacement projects where the costs exceeds the capitalization threshold for fzxed assets held by the St. Lucie West Services District.

Fund or Account and subaccount, if any, from which disbursement to be made:

Renewal/Replacement, Account Number 4076011209

The undersigned hereby certifies that obligations in the stated amount set forth above have been incurred by the District, that each disbursement set forth above is a proper charge against the [ ] Renewal/Replacement Fund that each disbursement  set forth above was incurred in connection with the cost of extensions, improvements or

2018-1

additions to, or the replacement or renewal of capital assets of the Utility System, or extraordinary repairs of the Utility System .

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

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

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

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

ST. LUCIE WEST SERVICES DISTRICT

By:

Chairman

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

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

2018-1

Consulting Engineer Robert W. Lawson, P.E.

12:20 PM

11/27/17

Accrual Basis

St Lucie West Service District
Transaction Detail By Account
October 2017

Type	Date	Num	Name	Memo	Debit	Credit	Balance
5-37000 - WS RENEWAL & REPLACEMENT CIP
5-37007 · CAPITAL PROJECTS SW001
Bill	10/20/2017	INVOO...	BA RNEY'S PUMP	P0#75211-PORTABLE POWER CABLE/HEAVY DUTY CIRCUIT BREAKER	3,748.00				3,748.00	
Total 5-37007 · CAPITAL PROJECTS SW001		3,748.00		0.00		3,748.00	
5·37018 · CAPITAL PROJECTS SW069
Bill	10/27/2017	10-26-17 FLORIDA DEPT. OF ENVIRONMENTAL PROTECTION	
MAIN PUMP STATION IMPROVEMENTS-FDEP PERMIT FEES	
500.00				
500.00	
Total 5-37018 · CAPITAL PROJECTS SW069		500.00		0.00		500.00	
5-37032 · CAPITAL PROJECTS SW085
Bill	10/13/2017	0798724	FERGUSON ENTERPRISES	
P0#75276-ASSORTED OPERATING SUPPLIES	
114.20				
114.20	
Total 5-37032 · CAPITAL PROJECTS SW085		114.20		0.00		114.20	
Total 5-37000 · WS RENEWAL & REPLACEMENT GIP		4,362.20		0.00		4,362.20	
TOTAL		4,362.20		0.00		4,362.20	

Page 202

Page 1

Item

St. Lucie West Services District
Board Agenda Item
Tuesday, December 5, 2017

CA 7	Surplus Items

Summary

Provides for your review and approval. District staff has determined that a declaration of surplus equipment is required from the Board of Supervisors for the liquidation of the following items. The declaration will allow staff to dispose of the following items.

Item Description	Model	Serial/ ID	Dept.	Tag#

2008 Bandit Chipper	1890	002023	EPR	164	
Air boat motor, engine stand, prop and propguard	floral city/Continental	539480	Aquatics	N/A	
Aquatic Shore Conveyor	Custom Welding	SC0012	Aquatics	16	
Coats Tire Machine	4040sa	0293158150	Shop	N/A	
Suzuki Outboard	15 HP	skm0302g9	Aquatics	900	
Batch 51 hard hats		assortment	N/A		
Batch 31 Life Jackets		assortment	N/A		
Nemesis Scanner	OTC	baa06742590	Shop	607	
Recommendation					

Staff recommends approval for the declaration of surplus equipment. District Manager: Dennis Pickle
Budget Impact

Project Number:	Available Project Budget: $0.00
ORG Number:	This Project: $0.00
Available Balance: $0.00
Board Action

Moved by:	Seconded by:	Action Taken:

Supervisors’ Requests

Adjournment