ACREE
Community Development District MAY 29, 2024

AGENDA

Acree Community Development District
475 West Town Place
Suite 114 St. Augustine, Florida 32092

May 22, 2024

Board of Supervisors
Acree Community Development District Dear Board Members:
The Regular Meeting of the Board of Supervisors of the Acree Community Development District will be held Wednesday, May 29, 2024 at 10:30 a.m. at 1000 Riverside Avenue, Suite 600, Jacksonville, Florida 32204.

Roll Call

Public Comments (regarding agenda items below)

Organizational Matters
Acceptance of Resignation from Supervisor Wenner

Acceptance of Resignation from Supervisor Allen

Appointment of New Supervisors to Fill Unexpired Terms of Office (11/2027)
Oath of Office for Newly Appointed Supervisors

Election of Officers, Resolution 2024-01

Consideration of Minutes of the September 18, 2024 Meeting

Memorandum Regarding Annual Ethics Training & Annual Form 1 Filing

Consideration of Resolution 2024-02, Setting Date of Public Hearing Expressing the District’s Intent to Utilize the Uniform Method of Levying,

Collecting and Enforcing Non-Ad Valorem Assessments in Accordance with Section 197.3632, Florida Statutes

Consideration of Resolution 2024-03, Approving the Proposed Budget for Fiscal Year 2025 and Setting a Public Hearing Date for Adoption
Consideration of Resolution 2024-04, Extending Terms of Office of Current Supervisors to Coincide with the General Elections

Staff Reports
Attorney

Engineer

Manager – Report on the Number of Registered Voters (0)

Supervisor’s Request and Public Comments

Ratification of Funding Request No. 3 & 4

Financial Statements as of April 30, 2024

Next Scheduled Meeting – To Be Determined

Adjournment

THIRD ORDER OF BUSINESS

A.

Re: Darby and Acree COD resignation
Don Wenner <don@dlpcapital.com>
Mon10/16/202311:37 AM
To:Michael Blevins <mblevins@cornerlotdevelopment.com>
Cc:Shannon Acevedo <shannon.acevedo@dlpcapital.com>;George Leone <gleone@cornerlotdevelopment.com>;Lee Hutchins <lhutchins@cornerlotdevelopment.com>;Andy Allen <aallen@cornerlotdevelopment.com>
"I, Don Wenner, Resign from the Darby COD Board of Supervisors effective immediately" "I, Don Wenner, Resign from the Acree COD Board of Supervisors effective immediately"

B.

From: Andy Allen <aallen@cornerlotdevelopment.com>
Sent: Tuesday, January 9, 2024 8:26 AM
To: Michael Blevins <mblevins@cornerlotdevelopment.com>
Subject: Acree CDD
Blev,
"I, Andy Allen, resign from the Acree CDD board effective immediately" Thanks
Andy
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E.

RESOLUTION 2024-01
A RESOLUTION DESIGNATING OFFICERS OF THE ACREE COMMUNITY DEVELOPMENT DISTRICT

WHEREAS, the Board of Supervisors of the Acree Community Development District at a regular business meeting held on May 29, 2024 desires to elect the below recited persons to the offices specified.

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

1. The following persons were elected to the offices shown, to wit:

Chairman
Vice-Chairman Daniel Laughlin		Secretary Daniel Laughlin		Treasurer
James Oliver		Assistant Treasurer Marilee Giles	            Darrin Mossing	           Marilee Giles		Assistant Secretary James Oliver	            Darrin Mossing	

PASSED AND ADOPTED THIS 29th DAY OF MAY, 2024.

Chairman / Vice Chairman

Secretary / Assistant Secretary

FOURTH ORDER OF BUSINESS

MINUTES OF MEETING ACREE
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Acree Community Development District was held Monday, September 18, 2023 at 4:01 p.m. at the offices of Corner Lot Development, 1819 Goodwin Street, Jacksonville, Florida.
Present and constituting a quorum:

George Leone	Chairman
Rick Egger	Supervisor
William English	Supervisor

Also present:

Daniel Laughlin	District Manager, GMS
Jim Oliver by phone	GMS
Wes Haber by phone	District Counsel, Kutak Rock
Bill Schaefer	District Engineer, Dominion Engineering
Mike Blevins	Corner Lot

The following is a summary of the actions taken at the September 18, 2023 Organizational Meeting of the Board of Supervisors of the Acree Community Development District.

FIRST ORDER OF BUSINESS	Roll Call
Mr. Laughlin called the meeting to order and called the roll.

SECOND ORDER OF BUSINESS	Public Comments (regarding agenda items
below)
Mr. Laughlin stated that no one from the public was present to provide public comments.

September 18, 2023	Acree CDD

THIRD ORDER OF BUSINESS	Oath of Office for Newly Elected Supervisors
Mr. Laughlin gave the oath to Supervisor George Leone before the meeting. Supervisor Don Wenner was not present.

FOURTH ORDER OF BUSINESS	Consideration of Minutes of the June 14, 2023
Organizational Meeting
Mr. Laughlin presented the minutes of the June 14, 2023 Organizational Meeting and asked if there were any questions, comments, or revisions. The Board had no changes to the minutes.

On MOTION by Mr. Leone, seconded by Mr. English, with all in favor, the Minutes of the June 14, 2023 Organizational Meeting, were approved.

FIFTH ORDER OF BUSINESS	Ratification of Resolution 2023-06, Registered
Agent & Office
Mr. Laughlin presented Resolution 2023-06 to the Board. He explained that this resolution was setting Wes Haber as the Registered Agent in his office for Kutak Rock in Tallahassee as the Registered Office.

On MOTION by Mr. Leone, seconded by Mr. Egger, with all in favor, Resolution 2023-06, Registered Agent & Office, was ratified.

SIXTH ORDER OF BUSINESS	Consideration of Resolution 2023-11, Setting
Date of Public Hearing Expressing the District’s Intent to Utilize the Uniform Method of Levying, Collecting, and Enforcing Non Ad-Valorem Assessments in Accordance with Section 197.3632, Florida Statutes
Mr. Laughlin presented Resolution 2023-11 to the Board. Mr. Haber explained that this resolution was important only in that once they have developed lots and want to collect those assessments using the Uniform Method. He further explained that this means essentially giving a list to the property appraiser and tax collector of all the homes that they want the assessments collected and then it will collect on the ad valorem tax bill. He recommended that this resolution needed to be in place to negotiate a contract with those two entities for them to provide those services. He stated that they typically do it at the beginning of the District’s creation and that way

September 18, 2023	Acree CDD

it’s in place. He recommended that they set a date and time for it. After Board discussion, it was decided to set the next meeting for November 7, 2023 at 4:00 p.m. at the corner lot office.

On MOTION by Mr. Leone, seconded by Mr. Egger, with all in favor, Resolution 2023-11, Setting Date of Public Hearing for November 7, 2023 at 4:00 p.m. at the Corner Lot Office Expressing the District’s Intent to Utilize the Uniform Method of Levying, Collecting, and Enforcing Non Ad-Valorem Assessments in Accordance with Section 197.3632, Florida Statutes, was approved.

SEVENTH ORDER OF BUSINESS	Consideration	of	RFQ	for	Engineering
Services
Mr. Laughlin stated that the RFQ was in the agenda package for review. He asked if there were any questions on the RFQ for engineering services. Hearing no questions,

On MOTION by Mr. Leone, seconded by Mr. English, with all in favor, Selecting Dominion Engineering as the Highest Qualified Proposer and Authorize Negotiations for an Agreement, was approved.

EIGHTH ORDER OF BUSINESS	Public Hearing Regarding Budget Adoptions
Overview of Budgets
Consideration of Resolution 2023-27, Relating to the Annual Appropriations and Adopting the Budget for Fiscal Year 2023
Mr. Laughlin stated that they were looking to adopt the budget for Fiscal Year 2023 and Fiscal Year 2024. He noted that they were currently in the Fiscal Year 2023 time and the Fiscal Year 2024 starts October 1, 2023. He reviewed the 2023 approved budget stating that the total expenditures that they had was $48,373. He also reviewed the Fiscal Year 2024 budget stating that they were looking at $125,893. He pointed out that since this was not being collected yet on roll, this was not money that would be used, and everything would still be collected directly through the developer as they have them with the funding requests. He explained that they must have a budget adopted per law.

On MOTION by Mr. Leone, seconded by Mr. Egger, with all in favor, Opening the Public Hearing, was approved.

September 18, 2023	Acree CDD

Mr. Laughlin stated that there was no public present. There was no discussion.

On MOTION by Mr. Egger, seconded by Mr. Leone, with all in favor, Closing the Public Hearing, was approved.

Mr. Laughlin presented Resolution 2023-27 to the Board. He stated that this was relating to the annual appropriations and adopting the budget for Fiscal Year 2023.

On MOTION by Mr. Leone, seconded by Mr. English, with all in favor, Resolution 2023-27, Relating to the Annual Appropriations and Adopting the Budget for Fiscal Year 2023, was approved.

Consideration of Resolution 2023-28, Relating to the Annual Appropriations and Adopting the Budget for Fiscal Year 2024
Mr. Laughlin presented Resolution 2023-28 to the Board. He explained that this was relating to the annual appropriations and adopting the budget for Fiscal Year 2024.

On MOTION by Mr. Leone, seconded by Mr. English, with all in favor, Resolution 2023-28, Relating to the Annual Appropriations and Adopting the Budget for Fiscal Year 2024, was approved.

NINTH ORDER OF BUSINESS	Consideration of Fiscal Year 2024 Budget
Funding Agreement
Mr. Laughlin presented the Fiscal Year 2024 Budget Funding Agreement to the Board. Mr. Haber explained that the Board saw similar agreements at their initial meeting, and this was just the manner in which the District will fund the budget that they just adopted. He stated that it required the developer to fund only the actual expenses, not the entire budget. If expenses come in lower than the actual budget, they were obligated to pay only the lesser amount. He further explained that this was the agreement that they put in place between the District and the developer and it was the basis for the funding requests that they have already seen. He was happy to answer any questions regarding the agreement. Hearing no questions,

On MOTION by Mr. Egger, seconded by Mr. Leone, with all in favor, the Fiscal Year 2024 Budget Funding Agreement, was approved.

September 18, 2023	Acree CDD

TENTH ORDER OF BUSINESS	Public	Hearing	Adopting	the	Rules	of
Procedure in Accordance with Section 120.54, Florida Statutes, Resolution 2023-29
Mr. Laughlin explained that this was a Public Hearing to adopt the Rules of Procedure in accordance with Section 120.54, Florida Statutes.

On MOTION by Mr. Leone, seconded by Mr. Egger, with all in favor, Opening the Public Hearing, was approved.

Mr. Laughlin stated that there was no public present.

On MOTION by Mr. Leone, seconded by Mr. English, with all in favor, Closing the Public Hearing, was approved.

Mr. Laughlin presented Resolution 2023-29 to the Board. Mr. Haber explained that the beginning portion of the rules addressed how the District operates, the requirements in noticed meetings, the requirements that create an agenda, what the various roles do, etc. He stated that if there were any specific questions on the rules, he would be happy to answer them. Hearing no questions,

On MOTION by Mr. Leone, seconded by Mr. Egger, with all in favor, Resolution 2023-29, Adopting the Rules of Procedure in Accordance with Section 120.54, Florida Statutes, was approved.

ELEVENTH ORDER OF BUSINESS	Appointment of Audit Committee
Mr. Laughlin stated that this was like what they did recently about the Board being the Audit Committee.

On MOTION by Mr. Egger, seconded by Mr. Leone, with all in favor, Appointing the Board of Supervisors as the Audit Committee, was approved.

September 18, 2023	Acree CDD

TWELFTH ORDER OF BUSINESS	Staff Reports
Attorney
Mr. Haber had nothing further to report.

Engineer
Mr. Schaefer had nothing to report, but he thanked the Board for making them their District Engineer.

Manager – Discussion of Fiscal Year 2024 Meeting Schedule
Mr. Laughlin had nothing to report unless there were any questions. The discussion of the Fiscal Year 2024 meeting schedule was already discussed earlier in this meeting. The next meeting was set for November 7, 2023 at 4:00 p.m. at the corner lot office.

THIRTEENTH ORDER OF BUSINESS	Supervisor’s Request and Public Comments
There being no comments, the next item followed.

FOURTEENTH ORDER OF BUSINESS	Consideration of Funding Request No. 2
Mr. Laughlin presented Funding Request No. 2, which totaled $17,933.24. There were questions about GMS’s fee for the time that not much work was being done before they issue bonds. After Board and staff discussion, it was decided to approve this in substantial form and delegate authority to Supervisor George Leone to negotiate with GMS.

On MOTION by Mr. Leone, seconded by Mr. Egger, with all in favor, Funding Request No. 2 and Delegate Authority to Supervisor George Leone to Negotiate with GMS, was approved in substantial form.

FIFTEENTH ORDER OF BUSINESS	Financial Statements as of August 31, 2023
Mr. Laughlin presented the financial statements as of August 31, 2023. Hearing no questions on the financial statements, the next item followed.

SIXTEENTH ORDER OF BUSINESS	Next Scheduled Meeting – To Be Determined
Mr. Laughlin stated that the next scheduled meeting will be November 7, 2023 at 4:00 p.m. at the corner lot office.

September 18, 2023	Acree CDD

SEVENTEENTH ORDER OF BUSINESS	Adjournment
Mr. Laughlin adjourned the meeting.

On MOTION by Mr. Leone, seconded by Mr. English, with all in favor, the meeting was adjourned.

Secretary/Assistant Secretary	Chairman/Vice Chairman

FIFTH ORDER OF BUSINESS

KUTAKROCK

District Managers,

As of January 1, 2024, all Board Supervisors or Florida Community special districts are required to complele four (4) hours of ethics training each year that addresses at a minimum, s. 8, Art. II of the State Constitution, the Code of Ethics for Public Officers and Employees, and the publlc records and public meetings laws of Florida. The purpose or this email is to nolify you of free, on•demand resources available to Board Supervisors to satisfy this requirement. Further infonnation regarding the requisite training is available on the Flo da Commission on Ethics' ("COE", website.

Please share lhis information wilh Board Supervisors or Include In the next available agenda package. As always, if you have any questions, please do not hesitate to reach out to your Kulak Rock attorney.

Free Training Resources

The COE has produced several free, online training tutorials that will satisfy the ethics component of the annual training. The on-demand videos are available at the link below. Further, the website provides additional links to resources that Supervisors can access to complete the training requirements.

Florida Commission on Ethics Training Resources

Please note that the COE-produced content only provides free training for the ethics component of the annual training. However, the Office of the Attorney General of the State of Florida offers a free, two• hour online audio course that covers the Sunshine Law and Public Records Act components of the requisite training. The on-demand audio course is available at the link below.

Office of the Attorney General Training Resources

Compliance

Each year when Supervisors complete the required financial disclosure form (Form 1 Statement of Financial Interests), Supervisors must mark a box confirming that he or she has completed the elhics training requirements. At this lime !here is no requirement to submit a certificate; however, the COE advises that Supervisors keep a record of all trainings completed (Including date and time of completion). in the event Supervisors are ever asked to provide proof of completion. The training is a calendar year requirement and corresponds to the form year. So, Supervisors will not report their 2024 training until they fill out their Form 1 for the 2025 year.

We have received multiple lnqulries as to whether Board Supervisors are required to annually file Form
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Forms.

Finally, with respect to the annual filing of Fonn 1, beginning this year the Commission on Ethics will be requiring electronic submission of Form 1. Filers, Including Board Supervisors, should be receiving an emall directly from the Commission on Ethics, providing detalled Information about the electronic filing process and the upcoming deadline of July 1, 2024. Note the submission of the forms will no longer be handled through county Supervisor of Election's offices.

Kutak Rock's Development and Improvement Districts Practice Group

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Practice Group
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Bennett Davenport	Ryan Dugan
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Michelle Rigoni	Ashley Ligas
Associate	Attorney

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Cheryl Stuart	Betty Zachem
Attorney	Attorney

(850) 692-7300	(850) 692-7300

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SIXTH ORDER OF BUSINESS

RESOLUTION 2024-02

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ACREE COMMUNITY DEVELOPMENT DISTRICT DESIGNATING A DATE, TIME, AND LOCATION OF A PUBLIC HEARING REGARDING THE DISTRICT'S INTENT TO USE THE UNIFORM METHOD FOR THE LEVY, COLLECTION, AND ENFORCEMENT OF NON-AD VALOREM SPECIAL ASSESSMENTS AS AUTHORIZED BY SECTION 197.3632, FLORIDA STATUTES; AUTHORIZING THE PUBLICATION OF THE NOTICE OF SUCH HEARING; AND PROVIDING AN EFFECTIVE DATE.

Whereas, the Acree Community Development District (the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes; and

Whereas, the District pursuant to the provisions of Chapter 190, Florida Statutes, is authorized to levy, collect, and enforce certain special assessments, which include benefit and maintenance assessments and further authorizes the District’s Board of Supervisors (the “Board”) to levy, collect, and enforce special assessments pursuant to Chapters 170, 190 and 197, Florida Statutes; and

Whereas, the District desires to use the Uniform Method for the levy, collection and enforcement of non-ad valorem special assessments authorized by Section 197.3632, Florida Statutes, (the “Uniform Method”).

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

Section 1.	A Public Hearing will be held to adopt the Uniform Method on
at			a/p.m.,	at
	.

SECTION 2. The District Secretary is directed to publish notice of the hearing in accordance with Section 197.3632, Florida Statutes.

SECTION 3.   This Resolution shall become effective immediately upon its adoption.

Passed and adopted this 29th day of May, 2024.

ATTEST:	ACREE COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairperson, Board of Supervisors

SEVENTH ORDER OF BUSINESS

RESOLUTION 2024-03

[FY 2025 BUDGET APPROVAL RESOLUTION]

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ACREE COMMUNITY DEVELOPMENT DISTRICT APPROVING PROPOSED BUDGET(S) FOR FY 2025; SETTING A PUBLIC HEARING THEREON AND DIRECTING PUBLICATION; ADDRESSING TRANSMITTAL AND POSTING REQUIREMENTS; ADDRESSING SEVERABILITY AND EFFECTIVE DATE.

WHEREAS, for the fiscal year beginning October 1, 2024, and ending September 30, 2025 (“FY 2025”), the District Manager prepared and submitted to the Board of Supervisors (“Board”) of the Acree Community Development District (“District”) prior to June 15, 2024, the proposed budget(s) attached hereto as Exhibit A (“Proposed Budget”); and

WHEREAS, the Board now desires to set the required public hearing on the Proposed Budget.

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

PROPOSED BUDGET APPROVED. The Proposed Budget attached hereto as Exhibit A is hereby approved preliminarily.

SETTING A PUBLIC HEARING; DIRECTING PUBLICATION.	A public hearing on said
approved Proposed Budget is hereby declared and set for the following date, time, and location, and District staff is directed to provide notice of the same in accordance with Florida law:
DATE:		 , 2024 TIME:		 LOCATION:		

TRANSMITTAL TO LOCAL GENERAL PURPOSE GOVERNMENT; POSTING OF PROPOSED
BUDGET. The District Manager is hereby directed to (i) submit a copy of the Proposed Budget to the applicable local general-purpose government(s) at least 60 days prior to its adoption, and (ii) post the approved Proposed Budget on the District’s website in accordance with Section 189.016, Florida Statutes.

SEVERABILITY; EFFECTIVE DATE. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof. This Resolution shall take effect immediately upon adoption.

PASSED AND ADOPTED THIS 29th DAY OF MAY, 2024.

ATTEST:	ACREE COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chair/Vice Chair, Board of Supervisors

Exhibit A:	Proposed Budget

Acree
Community Development District

Proposed Budget
FY2025

May 29, 2024

Table of Contents

1		General Fund

	Narratives

Acree
Community Development District
Proposed Budget General Fund

	Adopted Budget	Actuals Thru	Projected Next Projected Thru	Proposed Budget	
Description	FY2024	4/30/24		5 Months		9/30/24	FY 2025	

REVENUES:						
Developer Contribution Interest Earned
Carry Forward Surplus	$125,893
-
-	$20,500
-
-	$105,393
-
-	$125,893
-
-	$131,643

-	
TOTAL REVENUES	$125,893	$20,500	$105,393	$125,893	$131,643	

EXPENDITURES:						
Administrative:						
Supervisor Fees	$12,000	$-	$-	$-	$12,000	
FICA Taxes	918	-	-	-	918	
Engineer	12,000	-	5,000	5,000	12,000	
Attorney	25,000	5,550	19,450	25,000	25,000	
Annual Audit	-	-	-	-	3,250	
Assessment Administration	5,000	-	-	-	7,500	
Arbitrage Rebate	-	-	-	-	-	
Trustee Fees	-	-	-	-	-	
Management Fees	45,000	5,250	3,750	9,000	45,000	
Dissemination Agent	7,500	-	-	-	7,500	
Information Technology	1,800	1,050	750	1,800	1,800	
Website Maintenance	1,200	700	500	1,200	1,200	
Telephone	500	10	10	20	500	
Postage & Delivery	1,500	24	476	500	1,500	
Insurance General Liability	5,500	5,000	-	5,000	5,500	
Printing & Binding	1,200	143	357	500	1,200	
Legal Advertising	5,000	-	2,500	2,500	5,000	
Other Current Charges	600	245	100	345	600	
Office Supplies	1,000	2	18	20	1,000	
Dues, Licenses & Subscriptions	175	175	-	175	175	
TOTAL ADMINISTRATIVE	$125,893	$18,148	$32,912	$51,060	$131,643	

Other Sources/(Uses)

Interfund Transfer In/(Out)	-	-	-	-	-

EXCESS REVENUES (EXPENDITURES)	$-	$2,352	$72,481	$74,833	$	-

TOTAL OTHER SOURCES/(USES)	$-	$-	$-	$-	$-

Acree
Community Development District
Budget Narrative Fiscal Year 2025

REVENUES

Developer Contribution
It is presently anticipated that the District will enter into a Funding Agreement with the Developer to fund General Fund Expenditures for the Fiscal Year.
Interest
The District earns interest on the monthly average collected balance for each of their investment accounts.

Expenditures - Administrative

Supervisors Fees
Chapter 190 of the Florida Statutes allows for members of the Board of Supervisors to be compensated $200 per meeting in which they attend.  The budgeted amount for the fiscal year is based on all supervisors attending 12 meetings.
FICA Taxes
Payroll taxes on Board of Supervisor’s compensation. The budgeted amount for the fiscal year is calculated at 7.65% of the total Board of Supervisor’s payroll expenditures.
Engineering
The District's engineer will provide general engineering services to the District, i.e. attendance and preparation for monthly board meetings, review of invoices, and other specifically requested assignments.
Attorney
The District’s Attorney, will be providing general legal services to the District, i.e., attendance and preparation for monthly Board meetings, review of contracts, review of agreements and resolutions, and other research assigned as directed by the Board of Supervisors and the District Manager.
Annual Audit
The District is required to conduct an annual audit of its financial records by an Independent Certified Public Accounting Firm. The budgeted amount for the fiscal year is based on estimated cost.
Assessment Roll Administration
GMS, LLC provides assessment services for closing lot sales, assessment roll services with the local Tax Collector and financial advisory services.
Dissemination Agent
The District is required by the Security and Exchange Commission to comply with Rule 15(c)(2)-12(b)(5), which relates to additional reporting requirements for un-rated bond issues.
Trustee Fees
The District bonds will be held and administered by a Trustee. This represents the trustee annual fee.
District Management Fees
The District receives Management, Accounting and Administrative services as part of a Management Agreement with Governmental Management Services, LLC. The budgeted amount for the fiscal year is based on the contracted fees outlined in Exhibit "A" of the Management Agreement.
Information Technology
The District processes all of its financial activities, i.e. accounts payable, financial statements, etc. on a main frame computer leased by Governmental Management Services, LLC.
Website Maintenance
Per Chapter 2014-22, Laws of Florida, all Districts must have a website to provide detailed information on the CDD as well as links to useful websites regarding Compliance issues. This website will be maintained by GMS, LLC and updated monthly.
Telephone
Internet, Phone and Wi-Fi service for Office.
Postage and Delivery
Actual postage and/or freight used for District mailings including agenda packages, vendor checks and other correspondence.
Insurance General Liability
The District's General Liability & Public Officials Liability Insurance policy is with a qualified entity that specializes in providing insurance coverage to governmental agencies. The amount is an estimated premium.

Acree
Community Development District
Budget Narrative Fiscal Year 2025

Expenditures - Administrative (continued)

Printing and Binding
Copies used in the preparation of agenda packages, required mailings, and other special projects.
Legal Advertising
The District is required to advertise various notices for monthly Board meetings and other public hearings in a newspaper of general circulation.
Current Other Charges
This includes monthly bank charges and any other miscellaneous expenses that incur during the year.
Office Supplies
Supplies used in the preparation and binding of agenda packages, required mailings, and other special projects.
Due, Licenses & Subscriptions
The District is required to pay an annual fee to the Florida Department of Commerce for $175.

EIGHTH ORDER OF BUSINESS

RESOLUTION 2024-04

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE ACREE COMMUNITY DEVELOPMENT DISTRICT EXTENDING THE TERMS OF OFFICE OF ALL CURRENT SUPERVISORS TO COINCIDE WITH THE GENERAL ELECTION PURSUANT TO SECTION 190.006, FLORIDA STATUTES; PROVIDING FOR SEVERABILITY; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Acree Community Development District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 190, Florida Statutes; and

WHEREAS, the current members of the Board of Supervisors (the “Board”) were elected by the landowners within the District based on a one acre/one vote basis; and

WHEREAS, Chapter 190, Florida Statutes, authorizes the Board to adopt a resolution extending or reducing the terms of office of Board members to coincide with the general election in November; and

WHEREAS, the Board of Supervisors finds that it is in the best interests of the District to adopt this Resolution extending the terms of office of all current Supervisors of the District.

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

SECTION 1.
The following terms of office are hereby extended to coincide with the general election to be held in November of 2026:

Seat #1	George Leone

Seat #3	Rick Egger

Seat #5	William English

The following terms of office are hereby extended to coincide with the general election to be held in November of 2028:

Seat #2	VACANT

Seat #4	VACANT

SECTION 2. If any provision of this Resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.

SECTION 3.	This Resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 29th day of May, 2024.

ATTEST:	ACREE COMMUNITY
DEVELOPMENT DISTRICT

Print Name: 		Print Name: 	
Secretary/Assistant Secretary	Chairperson/Vice Chairperson, Board of Supervisors

NINTH ORDER OF BUSINESS

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OFFICE OF THE SUPERVISOR OF ELECTIONS

JERRY HOLLAND SUPERVISOR OF ELECTIONS OFFICE (904) 255-8683
CELL (904) 318-6877

105 EAST MONROE STREET JACKSONVILLE, FLORIDA 32202
FAX (904) 255-3434 E-MAIL JHOLLAND@COJ.NET

May 1, 2024

Sarah Sweeting Acree CDD
475 West Town Place Suite 114 St. Augustine, FL 32092

Dear Sarah Sweeting,

The information you requested on April 19, 2024 appears below:

Acree Community Development District O Registered Voters as of 4/15/2024

If you have any questions or need additional assistance, please contact Aries Torres at 904-219-9302 or atorres@coj.net.

J
Cierra Fackler
Director of Candidates and Records

ELEVENTH ORDER OF BUSINESS

Acree
Community Development District	FY 23 Funding Request #3
February 11, 2024

PAYEE	Boundary Amendments	GENERAL FUND	
	FY 2023	FY2024	FY 2023	FY 2024	
1	Department of Economic Opportunity					
Inv# 89630 - FY2024 Special District Fee - 10/2/2023				$	175.00	
2	EGIS					
Inv #19287 FY24 insurance Renewal 10/1/23 - 10/1/2024				5,000.00	
3	Governmental Management Services					
Inv# 5 - Management Fees - October 2023				1,179.73	
Inv# 6 - Management Fees - November 2023				1,015.10	
Inv# 7 - Management Fees - December 2023				1,001.92	
Inv# 9 - Management Fees - January 2024				1,000.00	
Inv# 10 - Management Fees - February 2024				1,001.35	
4	Kutak Rock LLP					
Inv# 3292725 - General Counsel - August 2023		$	115.50		
Inv# 3298102 - General Counsel - September 2023			464.77		
Inv# 3323209 - General Counsel - October 2023				105.00	
Inv# 3351218 - General Counsel - December 2023				33.00	
Inv# 3268694 - Boundary Amendment - May 2023	$	1,059.50				
Inv# 3292726 - Boundary Amendment - August 2023	615.00				
Inv# 3298104 - Boundary Amendment - September 2023	2,361.00				
Inv# 3323211 - Boundary Amendment - October 2023		$	2,122.10			
Inv# 3338762 - Boundary Amendment - November 2023		1,540.50			
Inv# 3351224 - Boundary Amendment - December 2023		576.00			
TOTAL	$	4,035.50	$	4,238.60  $	580.27	$ 10,511.10	
					
Total Funding Request				$ 19,365.47	

Please make check payable to:					
Acree Community Development District
475 West Town Place Ste 114 St Augustine FL 32092					

Florida Department of Economic Opportunity, Special District Accountability Program
Fiscal Year 2023 -2024 Special District State Fee Invoice and Profile Update

Date lnvoiced: 10/02!2Xl23				
Annual Fee: $175.!lfl	
	2nd Lata Faa: $(UH)	

Required by sections 189.064 and 189.018, Florida Statutes, and Chapter HC-24, Florida Administrative Code

Postmarked by 12!0112023:

STEP 1: Review the following profile and make any needed changes.

i. Special District's Name, Registered Agent's Name and Registered Office Address:

000007
Acree Community Development District
Mr. Wesley Haber Kutak Rock LLP
107 West College Avenue
Tallahassee, Florida 3230'1

FLORJDA DEPARTMENT •f
ECONOMIC OPPORTUH!TY

. Telephone:
Fax:
Email:
Status:
Governing Body:
Website Address:
County{les):
Special Purpose(s):
Srn.mdary Map on File:
Creation Document on File:
Date Established:
Creation Method:
Local Governing Authority: Hi. Creation Document{e):
1EL Statutory Authority:
17. Authority to Issue Bonds: HI. Reverme Source{s):

(.1 2.- t :1CV
850-566-344 Ext
850-692-7319
Wesley.Haber@kutakrock.com Independent
Elected
Not on file - Due by the end of the first fiscal year after creation. Duval
Community Development 07/06/2023
07/06/2023
01/25/2023
Local Ordinance City of Jacksonville
Ordinance 2022-852-E Chapter 190, F!orida Statutes Yes
Assessments

STEP 2: Sign and date to certify accuracy and completeness.
By signing and dating below, l do hereby certify that the profile above (changes noted if necessary) is accurate and complete:

Date -	J 0.30.2023
STEP 3: Pay the annual state fee or certify efigibilil:y for zero annual fee.
Pay the Annual Fee: Pay the annual fee online by following the instructions at www.Floridajobs.org/SpecialDistrictFee or by check payable to the Florida Department of Economic Opportunity.
Or, Certify Eligibility for the Zero Fee: By initialing both of the following items, l, the above signed registered agent, do hereby certify that to
the best of my knowledge and belief, BOTH of the following statements and those on any submissions to the Department are true, correct, complete, and made in good faith. I understand that any information ! give may be verified.
_	This special district is not a component unit of a general purpose local government as determined by the special district and its Certified Public Accountant; and,
_	This special district is in compliance with its Fiscal Year 2023 - 2024 Annual Financial Report (AFR) filing requirement w!th the Florida
Department of Finandal Services (DFS) and that AFR reflects $3.000 or less in annual revenues or, is a special district not raquired to file a Fiscal Year 2023 - 2024 AFR with DFS and has inducted .an income statement with this document verifying $3,000 or less in revenues for the current !isca! year.
Department Use Only: Approved:  Denied:     Reason:.	

STEP 4: Make a copy of this document for your records.
STEP 5: Mei! this document and payment (if paying by check) to the Florida Department of Economic Opportunity, Bureau of Budget Management, 107 East Madison Street, MSC #120, Tallahassee, FL 32399-4124. Direct questions to (850) 717-8430.

•
91t§ce & ll1sk Advisors

Acree Community Development District c/o Governmental Management Services 475 West Town Place, Suite 114
St. Augustine, FL 32092

INVOICE

Acree Community Development District
1429
09/01/2023

Kristina Rudez

lnvoice#19287

Thank You

X  -------------------···----Pl-ea-se-d-e-ta-ch--an·d-re-tu-r-n -w-ith-p-a-ym--en-t ------------------------
customer: Acree Community Development District

19287

10/01/2023

Renew policy

Policy #1001231041 10/01/2023-10/01/2024
Florida Insurance Alliance

Package - Renew policy Due Date: 9/1/2023

5,000.00

$

5,000.00

Thank You

FOR PAYMENTS SENT OVERNIGHT:
Bank of America Lockbox Services, Lockbox 748555, 6000 Fe/dwood Rd. College Park, GA 30349

Remit Payment To: Egis Insurance Advisors
P.O. Box 748555
Atlanta, GA 30374-8555

(321)233-9939

sc!imer@egisadvisors.com

Governmental Management Services, lLC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Acree COD
475 West Town Place
Suite 114

St Augustine, FL 32092

Invoice

Invoice#: 5 Invoice Date: 10/1/23
Due Date: 10/1/23 Case:
P.O. Number:	-tr

Holmes Custom Products AMEX Charge		46.98	46.98	

Gc:n,ernmental Maru:11gement Services, llC
1001 Bradford Way Kingston, TN 3TT63

Invoice

BmTo:
Acree COD
475 West Town Place Suite 114

Management Fees • November 2023 Website Administration - Novem®r Information Technology- November 2023 OfficeS!Jfi! i

Telephone

St Augustine, FL 32092

Invoice#: 6 Invoice Date: 11/1/23
Due Date: 1111/23
Call!ie:
P.O. Number:

m[Erf6 re r.1 w LEIB)1
WJ	V	6	WI
t
BY-·-···---	j				

Governmental Management Services, lLC
1001 Bradford Way
Kingston, TN 37763

Invoice

Bill To:
Acree CDD
475 West Town Place Suite 114

Management Fees - December 2023
We5site.fimlfeidrwi c·;;Qiiem®Jt · 1123 ··

St. Augustine, FL 32092

Invoice#: 7
invoice Date: 12/1/23 t»1.1e Date: 12/1/23
Case:
P.O. Number:

!',r.:?,"
..,. -·				

Governmental Management Services, LlC
1001 Bradford Way
Kingston, TN 37763

Invoice

Bill To:
AcreeCDD
475 West Town Place
Suite 114

Manage!1°'!nt Fees. • January ?0?4
w. .b-!;iti. m.it1!$tI1;ttion i.:.•JanQclry,2P24.
Information Technology - January 2024

St Augustine, FL 32092

Invoice#: 9 Invoice Date: 1/1/24
Due Date: 1/1/24
Case:
P.O. Number:

				

Govemmentai Management Services, llC
1001 Bradford Way
Kingston, TN 37763

Bill To:
Acree CDD
475 West Town Place Suite i 14

Management Fees • February 2024
W ffl;ite Administration ;-,Fel),ruary 2024 Information Technology - February 2024

Copies: '	•

St. Augustine, FL 32092

Invoice
Invoice #: 1o Invoice Date: 2/i/24
Due Date: 2/1/24 Case:
P.O. Number:

				

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

October 4, 2023

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3292725 Client Matter No. 42123-1
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3292725
42123-1

Re:	General
For Professional Legal Services Rendered

08/03/23

08/11/23

K. Jusevitch

K. Jusevitch

0.40

0.30

66.00

49.50

Confer with Wamer regarding public hearing documents
Organize and update meeting documents; correspond with district manager

TOTAL HOURS	0.70

KUTAK ROCK LLP
Acree CDD October 4, 2023
Client Matter No. 42123-1 Invoice No. 3292725
Page 2

TOTAL FOR SERVICES RENDERED TOTAL CURRENT AMOUNT DUE UNPAID INVOICES:

$115.50

$115.50

August 7, 2023
August 31, 2023 TOTAL DUE

Invoice No. 3264078
Invoice No. 3268689

2,304.80
72.00
$2,492.30

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

October 31, 2023

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3298102 Client Matter No. 42123-1
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3298102
42123-1

Re:	General
For Professional Legal Services Rendered

09/07/23	K. Jusevitch	0.20	33.00	Review meeting agenda	
09/18/23	W. Haber	0.80	288.00	Prepare for and participate in Board	
				meeting	
09/28/23	A. Warner	0.80	132.00	Prepare district engineer agreement
and confer with Haber	

TOTAL HOURS	1.80

KUTAK ROCK LLP
Acree CDD		
October 31, 2023		
Client Matter No. 42123-1		
Invoice No. 3298102		
Page 2		
TOTAL FOR SERVICES RENDERED		$453.00	
DISBURSEMENTS			
Freight and Postage	11.77		
TOTAL DISBURSEMENTS		11.77	
TOTAL CURRENT AMOUNT DUE		$464.77	
UNPAID INVOICES:			
August 7, 2023	Invoice No. 3264078		2,304.80	
August 31, 2023	Invoice No. 3268689		72.00	
October 4, 2023	Invoice No. 3292725		115.50	
TOTAL DUE		$2,957.07	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

December 6, 2023

Mr. Jim Oliver Acree COD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place St. Augustine, FL 32092

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3323209 Client Matter No. 42123-1
Notification Email: eftgroup@kutakrock.com
rn D C	®	rn
LI	I
B y_.		-.	- i 323209
42123-1

Re:	General
For Professional Legal Services Rendered

10/18/23	K. Jusevitch	0.20	33.00	Review annual agency invoice	
10/23/23	W. Haber	0.20	72.00	Confer	with	Oliver	regarding	
correspondence	from	Florida Division of Retirement
TOTAL HOURS	0.40

TOTAL FOR SERVICES RENDERED
TOTALCURRENTAMOUNTDUE	$105.00	
UNPAID INVOICES:		
October 4, 2023	Invoice No. 3292725	115.50	
October 31, 2023	Invoice No. 3298102	464.77	
TOTAL DUE	$685.27	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

February 6, 2024

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3351218 Client Matter No. 42123-1
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place St. Augustine, FL 32092

IB:t	,., ..,,.. ·-···	'

t

Invoice No. 3351218.
42123-1

Re:	General
For Professional Legal Services Rendered
12/01/23	K. Jusevitch	0.20	33.00	Correspond  with  district  manager
regarding record retention statement
TOTAL HOURS	0.20

TOTAL FOR SERVICES RENDERED	$33.00	
TOTAL CURRENT AMOUNT DUE	$33.00	
UNPAID INVOICES:		
October 4, 2023	Invoice No. 3292725	115.50	
October 31, 2023	Invoice No. 3298102	464.77	
December 6, 2023	Invoice No. 3323209	105.00	
TOTAL DUE	$718.27	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

August 31, 2023

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3268694 Client Matter No. 42123-5

re rrg rE n \ rE
SEP O l 2023

Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place St. Augustine, FL 32092

Invoice No. 3268694
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered
05/10/23	K. Magee	0.30	84.00	Meeting	with	Haber	regarding
Boundary Amendment Resolution 05/12/23	K. Magee	1.10	308.00	Draft	Boundary	Amendment
Resolution
06/02/23	W. Haber	0.40	144.00	Review	and	revise	resolution
approving boundary amendment; 06/05/23	W. Haber	0.40	144.00	Confer	with	Blevins	regarding
exhibits for boundary amendment 06/15/23	K. Jusevitch	0.50	82.50	Research	boundary	amendment
property and confer with Haber
06/22/23	K. Jusevitch	0.20	33.00	Confer	with	Haber	regarding
boundary amendment documents 06/28/23	K. Jusevitch	1.60	264.00	Prepare petition exhibits; confer with
Haber	regarding	petition
requirements
TOTAL HOURS	4.50

KUTAK ROCK LLP
Acree CDD
August 31, 2023		
Client Matter No. 42123-5		
Invoice No. 3268694
Page 2		
TOTAL FOR SERVICES RENDERED	$1,059.50	
TOTAL CURRENT AMOUNT DUE	$1,059.50	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

October 4, 2023

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3292726 Client Matter No. 42123-5
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place St. Augustine, FL 32092

,rn O T !2:m

'

Invoice No. 3292726
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered

08/15/23

K. Jusevitch

1.50	247.50

Review boundary amendment exhibits and petition preparation; confer with Haber

08/18/23

08/18/23

W. Haber

K. Jusevitch

0.70

0.70

252.00

115.50

Review		and		respond		to correspondence regarding status Confer	with	Haber	regarding boundary			amendment;		prepare authorization

TOTAL HOURS	2.90
TOTAL FOR SERVICES RENDERED TOTAL CURRENT AMOUNT DUE

$615.00
$615.00

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

October 31, 2023

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #1040000 I 6
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3298104 Client Matter No. 42123-5
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3298104
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered

09/11/23	W. Haber	0.30	108.00	Confer with Oliver regarding SERC	
09/12/23	W. Haber	0.70	252.00	Review and revise SERC and confer	
				with Oliver regarding same; confer
with Blevins regarding petition	
09/13/23	W. Haber	0.40	144.00	Review and revise SERC; confer	
with	Blevins	regarding	petition exhibits
09/14/23	W. Haber	0.30	108.00	Review	and	respond	to	
				correspondence	regarding	
				construction cost exhibit		
09/15/23	W. Haber	0.50	180.00	Confer	with	Oliver revisions to SERC	regarding	
09/19/23	W. Haber	0.50	180.00	Confer	with	Magee petition	regarding	
09/19/23	K. Jusevitch	0.20	33.00	Confer	with	Haber
regarding	boundary	and	Magee
amendment	
				petition		
09/19/23	K. Magee	2.30	644.00	Revie=  documents	for  boundary
amendment petition; begin drafting boundary amendment petition

KUTAK ROCK LLP
Acree CDD October 31, 2023
Client Matter No. 42123-5 Invoice No. 3298104
Page 2

09/22/23	K. Magee	0.40	112.00	Continue  drafting  of  petition  for	
09/26/23	K. Magee	0.80	224.00	boundary amendment
Revise	Boundary	Amendment	
				Petition;	review	Boundary	

09/27/23	K. Magee	0.70	196.00

09/29/23	W. Haber	0.50	180.00

Amendment exhibit documents Revise	Boundary	Amendment Petition
Review and revise petition to amend boundary; confer with Blevins regarding same

TOTAL HOURS	7.60

TOTAL FOR SERVICES RENDERED	$2,361.00	
TOTAL CURRENT AMOUNT DUE	$2,361.00	
UNPAID INVOICES:		
August 31, 2023	Invoice No. 3268694	1,059.50	
October 4, 2023	Invoice No. 3292726	615.00	
TOTAL DUE	$4,035.50	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

December 6, 2023

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3323211 Client Matter No. 42123-5

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Pl ce
St. Augustine, FL 32092	Invoice No. 3323211
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered

10/02/23	W. Haber	0.50	180.00	Review and revise petition	
10/02/23	K. Jusevitch	1.20	198.00	Review boundary amendment status;	
				update petition and exhibits; confer	
				with Haber	
10/04/23	K. Jusevitch	0.50	82.50	Confer	with	Haber	regarding	
				boundary amendment exhibits	
10/05/23	W. Haber	0.50	180.00	Review and revise petition to amend;	
				confer with Blevins regarding status	
				of same	
10/05/23	K. Jusevitch	0.40	66.00	Confer with Haber regarding petition	
				exhibits	
10/06/23	K. Jusevitch	1.80	297.00	Prepare petition for filing; confer	
				with Haber	
10/13/23	K. Jusevitch	0.20	33.00	Confer with Haber regarding status of  boundary	amendment	petition	
				exhibits	
10/17/23	W. Haber	0.40	144.00	Review and	finalize	petition	to amend	
10/17/23	K. Jusevitch	1.10	181.50	Finalize	and	file	boundary	
amendment petition

KUTAK ROCK LLP
Acree CDD December 6, 2023
Client Matter No. 42123-5 Invoice No. 3323211
Page 2

10/18/23	W. Haber	0.40	144.00	Confer with City regarding petition	

10/26/23	
W. Haber	
0.60	
216.00	to amend
Review initial report from City and	

10/27/23	
W. Haber	
0.30	108.00	confer with Jusevitch regarding same Confer	with	Jusevitch	regarding	
10/30/23	W. Haber	0.50	180.00	correspondence from City
Confer with Blevins regarding City	
				inquiry	on	roadway	ownership;	
prepare response to City inquiry regarding landowner notice
TOTAL HOURS	8.40

TOTAL FOR SERVICES RENDERED

DISBURSEMENTS		$2,010.00	
Freight and Postage	49.50		
Reproduction Costs	62.60		
TOTAL DISBURSEMENTS		112.10	
TOTAL CURRENT AMOUNT DUE		$2,122.10	
UNPAID INVOICES:			
October 4, 2023	Invoice No. 3292726		615.00	
October 31, 2023	Invoice No. 3298104		2,361.00	
TOTAL DUE		$5,098.10	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

January 8, 2024

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3338762 Client Matter No. 42123-5
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	•• mvoiceNo.3338762
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered

11/06/23	W. Haber	0.50	180.00	Confer with Blevins regarding City	
				inquiry; revise petition	
11/10/23	W. Haber	0.60	216.00	Confer with Blevins regarding status;	
				revise petition exhibits	
11/17/23	W. Haber	0.60	216.00	Confer	with	Jusevitch	regarding	
11/17/23	K. Jusevitch	3.70	610.50	revisions to petition
Confer with Haber; prepare response	
11/20/23	W. Haber	0.70	252.00	to staff and draft hearing notice Review and revise response to City	
11/20/23	K. Jusevitch	0.40	66.00	Counsel report
Update petition exhibits and confer	
				with Haber; correspond with staff	

TOTAL HOURS	6.50

KUTAK ROCK LLP
Acree CDD		
January 8, 2024		
Client Matter No. 42123-5		
Invoice No. 3338762		
Page 2		
TOTAL FOR SERVICES RENDERED	$1,540.50	
TOTAL CURRENT AMOUNT DUE	$1,540.50	
UNPAID INVOICES:		
October 4, 2023	Invoice No. 3292726	615.00	
October 31, 2023	Invoice No. 3298104	2,361.00	
December 6, 2023	Invoice No. 3323211	2,122.10	
TOTAL DUE	$6,638.60	

KUTAK  ROCK  LLP
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

February 6, 2024

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3351224 Client Matter No. 42123-5
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3351224
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered

12/04/23	W. Haber	0.50	180.00	Confer	with	City	and	Blevins
regarding inquiry on unit count	
12/12/23	W. Haber	0.30	108.00	Review final City report; confer with	
12/19/23	W. Haber	0.50	180.00	Blevins regarding same
Confer with City regarding public	
				hearing and notice for same	
12/22/23	W. Haber	0.30	108.00	Review correspondence from City	

TOTAL HOURS	1.60

KUTAK ROCK LLP
Acree CDD		
February 6, 2024		
Client Matter No. 42123-5		
Invoice No. 3351224		
Page 2		
TOTAL FOR SERVICES RENDERED	$576.00	
TOTAL CURRENT AMOUNT DUE	$576.00	
UNPAID INVOICES:		
October 4, 2023	Invoice No. 3292726	615.00	
October 31, 2023	Invoice No. 3298104	2,361.00	
December 6, 2023	Invoice No. 3323211	2,122.10	
January 8, 2024	Invoice No. 3338762	1,540.50	
TOTAL DUE	$7,214.60	

Acree
Community Development District	FY 23 Funding Request #4
April 30, 2024

PAYEE	GENERAL FUND	CAPITAL PROJECT	
			
1	Governmental Management Services		
	Inv# 11 - Management Fees - March 2024	$	1,026.70	
	Inv# 12 - Management Fees - April 2024	$	1,000.91	
2	Kutak Rock LLP		
	Inv# 3351224 - Boundary Amendment - January 2024	$	1,173.00	
	Inv# 3381685 - General Counsel - February 2024	$	66.00	
	Inv# 3381686 - Boundary Amendment - February 2024	$	2,483.75	

Total Funding Request	$	5,750.36

TOTAL	$	5,750.36	$	-

Please make check payable to:

Acree Community Development District
475 West Town Place Ste 114 St Augustine FL 32092

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Invoice

Bill To:
Acree CDD
475 West Town Place Suite 114
St. Augustine, FL 32092

Invoice #: 11
Invoice Date: 3/1/24
Due Date: 3/1/24
Case:
P.O. Number:

	
Description	Hours/Qty	Rate	Amount

Management Fees - March 2024 Website Administration - March 2024 Information Technology - March 2024 Copies			750.00
100.00
150.00
26.70	750.00
100.00
150.00
26.70	

·- 	,			

Governmental Management Services, LLC
1001 Bradford Way
Kingston, TN 37763

Invoice

Bill To:
Acree COD
475 West Town Place Suite 114
St. Augustine, FL 32092

Invoice #: 12
Invoice Date: 4/1/24
Due Date: 4/1/24
Case:
P.O. Number:

Description	Hours/Qty	Rate	Amount

Management Fees - April 2024 Website Administration - April 2024 Information Technology - April 2024 Office Supplies
Postage

750.00
100.00
150.00
0.03
0.88

750.00
100.00
150.00
0.03
0.88

K U T A K  R O C K  L L P
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

March 13, 2024

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3366012 Client Matter No. 42123-5
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3366012
42123-5

Re:	Boundary Amendment

For Professional Legal Services Rendered	
01/03/24	W. Haber	0.30	108.00	Review  staff  report;  confer  with	
				Jusevitch regarding same	
01/09/24	W. Haber	0.40	144.00	Review planning report and confer	
				with	City	Planning	Department	
				regarding same	
01/10/24	W. Haber	0.40	144.00	Confer  with  planning  department	
				regarding report	
01/15/24	W. Haber	0.20	72.00	Confer with Blevins regarding status	
01/17/24	W. Haber	0.30	108.00	Confer	with	City	regarding	
				committee review	
01/19/24	W. Haber	0.50	180.00	Confer	with	Parola	in	Planning	
				Department	regarding	public	
01/19/24	K. Jusevitch	0.50	82.50	hearings and preparation for same Research	status	of	boundary amendment; confer with Haber	
01/22/24	W. Haber	0.30	108.00	Confer with City Counsel's office	
				regarding committee meetings	
01/23/24	K. Jusevitch	0.50	82.50	Research city committee information	
				and confer with Haber	
01/24/24	W. Haber	0.20	72.00	Confer with Blevins regarding status	
				and committee meetings	

KUTAK ROCK LLP
Acree CDD March 13, 2024
Client Matter No. 42123-5 Invoice No. 3366012
Page 2

01/31/24	W. Haber	0.20	72.00	Review	correspondence	regarding
committee	meetings;	prepare	for same
TOTAL HOURS	3.80

TOTAL FOR SERVICES RENDERED	$1,173.00	
TOTAL CURRENT AMOUNT DUE	$1,173.00	
UNPAID INVOICES:		
October 4, 2023	Invoice No. 3292726	615.00	
October 31, 2023	Invoice No. 3298104	2,361.00	
December 6, 2023	Invoice No. 3323211	2,122.10	
January 8, 2024	Invoice No. 3338762	1,540.50	
February 6, 2024	Invoice No. 3351224	576.00	
TOTAL DUE	$8,387.60	

K U T A K  R O C K  L L P
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

April 23, 2024

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3381685 Client Matter No. 42123-1
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3381685
42123-1

Re:	General
For Professional Legal Services Rendered

02/19/24	A. Warner	0.40	66.00	Prepare	agreement	for	Dominion
Engineering and correspond with Haber
TOTAL HOURS	0.40
TOTAL FOR SERVICES RENDERED	$66.00
TOTAL CURRENT AMOUNT DUE	$66.00

K U T A K  R O C K  L L P
TALLAHASSEE, FLORIDA
Telephone 404-222-4600
Facsimile 404-222-4654

Federal ID 47-0597598

April 23, 2024

Check Remit To: Kutak Rock LLP PO Box 30057
Omaha, NE 68103-1157

ACH/Wire Transfer Remit To:
ABA #104000016
First National Bank of Omaha
Kutak Rock LLP A/C # 24690470
Reference: Invoice No. 3381686 Client Matter No. 42123-5
Notification Email: eftgroup@kutakrock.com

Mr. Jim Oliver Acree CDD
c/o Governmental Mangement Services, LLC Suite 114
475 West Town Place
St. Augustine, FL 32092	Invoice No. 3381686
42123-5

Re:	Boundary Amendment
For Professional Legal Services Rendered

02/02/24	W. Haber	0.40	144.00	Prepare for committee meetings	
02/05/24	W. Haber	1.80	648.00	Prepare	for	and	participate	in	
				Neighborhoods,	Community	
				Services, Public Health & Safety	
				Committee meeting	
02/06/24	W. Haber	1.40	504.00	Prepare for and participate in TEU	
				Committee meeting	
02/13/24	W. Haber	0.50	180.00	Monitor	status	of	City	Council	
				hearing	
02/14/24	W. Haber	0.70	252.00	Review  documentation  from  City	
				regarding	boundary	amendment;	
				confer with Blevins regarding status	
				of same	
02/16/24	W. Haber	0.20	72.00	Review and revise amendment to	
				notice of establishment	
02/16/24	K. Jusevitch	0.30	49.50	Correspond	with	staff	regarding	
				ordinance; prepare notice and confer	
				with Haber	
02/20/24	K. Jusevitch	0.20	33.00	Record	notice	of	boundary	
amendment

KUTAK ROCK LLP
Acree CDD April 23, 2024
Client Matter No. 42123-5 Invoice No. 3381686
Page 2

02/26/24	K. Jusevitch	0.30	49.50	Correspond  with  district  manager
regarding ordinance and recorded notice
TOTAL HOURS	5.80

TOTAL FOR SERVICES RENDERED		$1,932.00	
DISBURSEMENTS			
Filing and Court Fees	116.10		
Meals	40.05		
Travel Expenses	395.60		
TOTAL DISBURSEMENTS		551.75	
TOTAL CURRENT AMOUNT DUE		$2,483.75	

TWELFTH ORDER OF BUSINESS

Acree
Community Development District

Unaudited Financial Reporting
April 30, 2024

Table of Contents

	Balance Sheet

	General Fund Income Statement

	Month to Month

	Developer Contributions

	Acree		
	Community Development District Combined Balance Sheet
April 30, 2024		
		General	
		Fund	

Assets:			
Cash:			
Operating Account		$	18,494	
Due from Developer		5,750	
Prepaid Expenses		-	
Deposits		-	
Total Assets		$	24,245	

Liabilities:			
Accounts Payable		$	3,201	
Accounts FICA Payable		-	
Due to Debt Service		-	
Total Liabilites		$	3,201	

Fund Balance:			
Nonspendable:			
Prepaid Items		$	-	
Deposits		-	
Unassigned		21,044	
Total Fund Balances		$	21,044	
			
Total Liabilities & Fund Balance		$	24,245	

Acree
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending April 30, 2024

Adopted	Prorated Budget	Actual	
Budget	Thru 04/30/24	Thru 04/30/24	Variance	

Revenues:

Developer Contributions Interest Income	$	125,893
-	$	20,500
-	$	20,500
-	$	-
-	
Total Revenues	$	125,893	$	20,500	$	20,500	$	-	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	12,000	$	7,000	$	-	$	7,000	
FICA Expense	918	-	536	-	536	
Engineering	12,000	7,000	-	7,000	
Attorney	25,000	14,583	5,550	9,034	
Assessment Administration	5,000	-	-	-	
Management Fees	45,000	26,250	5,250	21,000	
Dissemination	7,500	4,375	-	4,375	
Information Technology	1,800	1,050	1,050	-	
Website Maintenance	1,200	700	700	-	
Telephone	500	292	10	282	
Postage & Delivery	1,500	875	24	851	
Insurance	5,500	5,500	5,000	500	
Printing & Binding	1,200	700	143	557	
Legal Advertising	5,000	2,917	-	2,917	
Other Current Charges	600	350	245	105	
Office Supplies	1,000	583	2	581	
Dues, Licenses & Subscriptions	175	175	175	-	
Total General & Administrative	$	125,893	$	72,886	$	18,148	$	54,737	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(52,385)	$	2,352	$	(54,737)	

Other Financing Sources/(Uses):					
Transfer In/(Out)	$	-	$	-	$	-	$	-	
Total Other Financing Sources/(Uses)	$	-	$	-	$	-	$	-	
					
Net Change in Fund Balance	$	-	$	(52,385)	$	2,352	$	(54,737)	
					
Fund Balance - Beginning	$	-		$	18,692		
					
Fund Balance - Ending	$	-		$	21,044		

Acree
Community Development District Month to Month

Oct	Nov	Dec	Jan	Feb	March	April	May	June	July	Aug	Sept	Total

Revenues:

Developer Contributions Interest Income	$	8,582
-	$	2,556
-	$	1,611
-	$	2,173
-	$	3,551
-	$	1,027
-	$	1,001
-	$	-	$	-
-	
-	$	-	
-	$	-	
-	$	-	
-	$	20,500
-	
Total Revenues	$	8,582	$	2,556	$	1,611	$	2,173	$	3,551	$	1,027	$	1,001	$	-	$	-	$	-	$	-	$	-	$	20,500	

Expenditures:									
General & Administrative:									
Supervisor Fees	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	
FICA Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	
Engineering	-	-	-	-	-	-	-	-	-	-	-	-	-	
Attorney	2,227	1,541	609	1,173	-	-	-	-	-	-	-	-	5,550	
Assessment Administration	-	-	-	-	-	-	-	-	-	-	-	-	-	
Management Fees	750	750	750	750	750	750	750	-	-	-	-	-	5,250	
Dissemination	-	-	-	-	-	-	-	-	-	-	-	-	-	
Information Technology	150	150	150	150	150	150	150	-	-	-	-	-	1,050	
Website Maintenance	100	100	100	100	100	100	100	-	-	-	-	-	700	
Telephone	-	10	-	-	-	-	-	-	-	-	-	-	10	
Postage & Delivery	20	2	1	-	-	-	1	-	-	-	-	-	24	
Insurance	5,000	-	-	-	-	-	-	-	-	-	-	-	5,000	
Printing & Binding	112	2	1	-	1	27	-	-	-	-	-	-	143	
Legal Advertising	-	-	-	-	-	-	-	-	-	-	-	-	-	
Other Current Charges	55	16	18	18	19	99	20	-	-	-	-	-	245	
Office Supplies	0	1	0	-	-	-	0	-	-	-	-	-	2	
Dues, Licenses & Subscriptions	175	-	-	-	-	-	-	-	-	-	-	-	175	
Total General & Administrative	$	8,590	$	2,572	$	1,629	$	2,191	$	1,020	$	1,125	$	1,021	$	-  $	-  $	-  $	-  $	-  $	18,148	
									
Excess (Deficiency) of Revenues over Expenditures	$	(8)	$	(16)	$	(18)	$	(18)	$	2,531	$	(99)	$	(20)	$	-  $	-  $	-  $	-  $	-  $	2,352	

Other Financing Sources/Uses:									
Transfer In/(Out)	-	-	-	-	-	-	-	-	-	-	-	-	-	
Total Other Financing Sources/Uses	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-	
									
Net Change in Fund Balance	$	(8)	$	(16)	$	(18)	$	(18)	$	2,531	$	(99)	$	(20)	$	-  $	-  $	-  $	-  $	-  $	2,352	

Acree Community Development District Developer Contributions/Due from Developer

Funding
Request #	Date Prepared	Date
Payment Received	Check Amount	Total
Funding Request FY23	Total
Funding Request FY24	Capital
(Due to Developer)	Over and
(short) Balance Due	

1	
5/17/23	
8/2/23	
$	20,250.00	
$	20,250.00	
$	-	
$	
-	$	-	
2	9/8/23	10/25/24	$	10,942.59	$	10,942.59	$	-	$	-	$	-	
3	2/11/24	3/6/24	$	19,365.47	$	4,615.77	$	14,749.70	$	-	$	-	
4	4/30/24				$	5,750.36	$	-	$	5,750.36	

Due from Developer	$	50,558.06	$	35,808.36	$	20,500.06	$	-	$	5,750.36	
						
Total Developer Contributions		$	35,808.36	$	20,500.06