Live Oak No. 2 Community Development District

August 20, 2026 Agenda Package
Meeting to be held at: Live Oak Clubhouse
9401 Oak Preserve Boulevard Tampa, Florida 33647

2005 PAN AM CIRCLE, SUITE 300
TAMPA, FL 33706

1

Live Oak II Community Development District

Board of Supervisors	District Staff
Elizabeth Hubbard, Chairperson	Kristee Cole, District Manager
Ronald Dell, Vice Chairperson	Tracy Robin, District Counsel
Artur Araujo, Assistant Secretary	Vincent Galiano, District Engineer
William Jones, Assistant Secretary	Elizabeth Coons, District Accountant Diana Kapatsyna, District Admin
Regular Meeting Agenda
Thursday, August 20, 2026, at 6:30 p.m.

The Regular Meeting of the Live Oak II Community Development District will be held on August 20, 2026, at 6:30 p.m. at the Live Oak Clubhouse, 9401 Oak Preserve Boulevard, Tampa, Florida 33647.

THE REGULAR MEETING OF BOARD OF SUPERVISORS
CALL TO ORDER/ROLL CALL
PUBLIC COMMENTS
(Each individual has the opportunity to comment and is limited to three (3) minutes for such comment)
CONSENT AGENDA
Consideration of the Regular Meeting Minutes of May 21, 2026	Page 3
Consideration of the Financial Statement (May 2026 – July 2026)	Page 6
Review of Snapshot	Page 43
STAFF REPORTS
District Accountant
Discussion regarding Truist Account
District Counsel
District Engineer
District Manager
BUSINESS ITEMS
Public Hearing on the Fiscal Year 2026-2027 Final Budget and Levying the O&M Assessment
Consideration of Resolution 2026-03; Adopting Final Budget for FY 2027	Page 44
Consideration of Resolution 2026-04; Levying O&M Assessments	Page 63
Consideration of Resolution 2026-05; Goals and Objectives	Page 66
Consideration of Resolution 2026-06; Setting FY 2027 Annual Meeting Schedule	Page 72
Consideration of Phase 2B Littoral Shelf Evaluation and Planting Recommendations - Ponds 12-1, 12-2,
12-3 and 13-1 Proposals	Page 74
Discussion of Issues Pond 9-5	Page 119
BOARD OF SUPERVISORS REQUESTS AND COMMENTS
ADJOURNMENT

MINUTES OF MEETING
LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT
3
The regular meeting of the Board of Supervisors of Live Oak No. 2 Community Development
District was held Thursday, May 21, 2026, at 6:31 p.m. at the Live Oak Clubhouse 9401 Oak
Preserve Boulevard, Tampa, Florida 33647.
7
8	Present and constituting a quorum were:
9
Elizabeth Hubbard	Chairman
Ronald Dell	Vice Chairman
Artur Araujo	Assistant Secretary
William Jones	Assistant Secretary 14
15	Also present, either in person or via Zoom Video Communications, were: 16
Kristee Cole	District Manager, Inframark
Vincent Galiano	District Engineer, Ardurra
Tracy Robin	District Counsel, SRV (via teleconference)
20
21
This is not a certified or verbatim transcript but rather represents the context and summary of the
meeting. The full meeting is available in audio format upon request. Contact the District Office
for any related costs for an audio copy.
25
26
FIRST ORDER OF BUSINESS	Call to Order and Roll Call
27
28	Ms. Cole called the meeting to order at 6:31 p.m.

On MOTION by Ms. Hubbard, seconded by Mr. Dell, with all in favor, May 21, 2026, Final Agenda was adopted.

29
30
31
32
SECOND ORDER OF BUSINESS	Public Comments
None.
35
THIRD ORDER OF BUSINESS	Consent Agenda
A. Consideration of the Regular Meeting Minutes of January 15, 2026.
B. Consideration of Financial Statement and Check Register (December 2025 –
April 2026)
C. Review of Snapshot

42

On MOTION by Mr. Dell, seconded by Mr. Araujo, with all in favor, the Minutes of January 15, 2026 and Financial Statement and Check Register (December 2025 –April 2026) were approved.

41

FOURTH ORDER OF BUSINESS	Staff Reports
A. Accountant Report
Ms. Coons reviewed the financials with the Board, there were no question.
B. District Counsel
i. Acceptance of Quit Claim Deed from Live Oak Preserve Association, Inc. to Live Oak
No. 2 CDD, conveying Tracts 90 and 92 (drainage ponds) in Live Oak Preserve Phase
2A – Villages 9, 10, 11, and 14, recorded in Plat Book 105, on page 46, in the public
records of Hillsborough County, Florida.
Mr. Robin informed the Board regarding the history of the property titling. It was noted
that, during prior bankruptcy proceedings, the property had been deeded to the HOA.
However, due to the bonds associated with the property, the property will need to be
transferred back into the District’s name. The Board was further advised that the District
is currently maintaining the ponds.
ii. Consideration of Transfer Permit

On MOTION by Ms. Hubbard, seconded by Mr. Dell, with all in favor, the Transfer Permit was approved.

57
58
59
At 6:48 p.m. Mr. Jones attended the meeting.
C. District Engineer
The District Engineer informed the Board of erosion areas that needs to be repaired. Ms.
Cole and Mr. Galiano will prepare scope of work to vendors and bring back proposals for
the next meeting.
D. District Manager
Ms. Cole informed the Board that the next meeting will be held on August 20, 2026, at
6:30 p.m. Ms. Cole reminded the Board to complete and file their Form 1 financial
disclosure forms prior to July 1, 2026.
69
FIFTH ORDER OF BUSINESS	Business Items
D. Consideration of FES Repair/Replacement Proposals
Ms. Cole presented the proposals to the Board regarding repair of the pipe FES.
Following discussion, the Board directed staff to move forward with Site Master in the
amount of $16,000. 75
76

2

On MOTION by Ms. Hubbard, seconded by Mr. Jones, with all in favor, the Repair of the Pipe FES in the amount of $16,000 was approved. 4-0

77
78
79	A. Consideration of Resolution 2026-01; General Election

On MOTION by Ms. Hubbard, seconded by Mr. Dell, with all in favor, the Resolution 2026-01; General Election was adopted. 4-0

81
82
83
B. Consideration of Resolution 2026-02; Approving Proposed Budget and Setting Public
Hearing

On MOTION by Mr. Dell, seconded by Mr. Araujo, with all in favor, the Resolution 2026-02; Approving Proposed Budget and Setting Public Hearing was adopted. 4-0

Ms. Cole presented the proposed FY 2027 Budget to the Board. 87
88
89
90
91	C. Announcing the Number of Qualified Registered Voters in the District - #1675
92

93
94
95
96
97
98
99
100
101
102
103
104

The Number of Qualified Registered Voters was stated for the record as 1,675

SIXTH ORDER OF BUSINESS	Board of Supervisors Requests and Comments Ms. Hubbard mentioned the vacant Board seat and expressed hope that someone would be willing to fill the vacancy.
Discussion ensued regarding the vacant Board seat and a tree encroaching on a neighboring fence line. The Board requested that Tigris clean the ponds while water levels remain low

SEVENTH ORDER OF BUSINESS	Adjournment

On MOTION by Ms. Hubbard, seconded by Mr. Araujo, with all in favor, the meeting was adjourned at 7:18 p.m.

106		
107		
108		
109	 		 		
110			
111	Secretary/Assistant Secretary	Chairman/Vice Chairman	

3

6

Live Oak No. 2 Community Development District

Financial Report

May 31, 2026

Community Development District

Table of Contents

FINANCIAL STATEMENTS

Balance Sheet - All Funds	Page 1

Statement of Revenues, Expenditures and Changes in Fund Balances

General Fund	Pages 2 - 3

Debt Service Fund	Page 4

SUPPORTING SCHEDULES

Non-Ad Valorem Special Assessments	Page 5

Cash & Investment Report	Page 6

Truist Bank Reconciliation	Page 7

Check Register	Page 8

LIVE OAK NO. 2
Community Development District

Financial Report
(Unaudited)

May 31,2026

Community Development District

Governmental Funds

Balance Sheet
May 31, 2026

ACCOUNT DESCRIPTION	GENERAL FUND

SERIES 2016 DEBT
SERVICE FUND	TOTAL

ASSETS

Cash - Checking Account	$	56,802	$	-	$	56,802	
Investments:			
Default - Assets	-	3,833	3,833	
Money Market Account	953,434	-	953,434	
Reserve Fund	-	276,000	276,000	
Revenue Fund	-	381,901	381,901	
Prepaid Trustee Fees	2,074	-	2,074	
TOTAL ASSETS	$	1,012,310	$	661,734	$	1,674,044	

LIABILITIES			
Accounts Payable	$	3,153	$	-	$	3,153	
TOTAL LIABILITIES	3,153	-	3,153	

FUND BALANCES			
Nonspendable:			
Prepaid Trustee Fees
Restricted for:	2,074	-	2,074	
Debt Service
Assigned to:	-	661,734	661,734	
Operating Reserves	64,492	-	64,492	
Reserves - Ponds	249,860	-	249,860	
Unassigned:	692,731	-	692,731	
TOTAL FUND BALANCES	$	1,009,157	$	661,734	$	1,670,891	
				
TOTAL LIABILITIES & FUND BALANCES	$	1,012,310	$	661,734	$	1,674,044	

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending May 31, 2026

ANNUAL
	ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($)	
ACCOUNT DESCRIPTION		BUDGET		BUDGET		ACTUAL		FAV(UNFAV)	

REVENUES									
Interest - Investments	$	15,000	$	10,000	$	22,349	$	12,349	
Interest - Tax Collector		-		-		799		799	
Special Assmnts- Tax Collector		253,094		253,094		250,908		(2,186)	
Special Assmnts- Discounts		(10,124)		(10,124)		(9,546)		578	
TOTAL REVENUES		257,970		252,970		264,510		11,540	

EXPENDITURES									
Administration
P/R-Board of Supervisors		
6,000		
6,000		
2,400		
3,600	
FICA Taxes		459		459		61		398	
ProfServ-Arbitrage Rebate		600		600		-		600	
ProfServ-Dissemination Agent		1,000		1,000		-		1,000	
ProfServ-Engineering		25,000		16,667		14,174		2,493	
ProfServ-Legal Services		3,000		2,000		1,281		719	
ProfServ-Mgmt Consulting		41,200		27,467		27,467		-	
ProfServ-Special Assessment		12,500		12,500		12,500		-	
ProfServ-Trustee Fees		3,971		2,706		4,148		(1,442)	
Auditing Services		3,700		3,700		-		3,700	
Postage and Freight		500		333		9		324	
Insurance - General Liability		8,957		8,957		8,468		489	
Printing and Binding		300		200		-		200	
Legal Advertising		900		600		232		368	
Miscellaneous Services		300		270		1,085		(815)	
Misc-Assessment Collection Cost		5,062		5,062		4,827		235	
Misc-Contingency		7,905		5,270		757		4,513	
Misc-Web Hosting		2,604		1,736		1,733		3	
Office Supplies		100		67		-		67	
Annual District Filing Fee		175		175		175		-	
Total Administration		124,233		95,769		79,317		16,452	

Field									
Contracts-Envirom'l Monitoring		5,800		3,867		-		3,867	
Contracts-Landscape		42,500		28,333		27,360		973	

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending May 31, 2026

ANNUAL
		ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($)	
ACCOUNT DESCRIPTION		BUDGET		BUDGET		ACTUAL		FAV(UNFAV)	

Contracts-Lakes		
22,000		
14,667		
14,104		
563	
Utility - General		-		-		3,730		(3,730)	
R&M-Fence		5,000		3,333		-		3,333	
R&M-Lake		7,500		5,000		-		5,000	
R&M-Wetland Monitoring		8,000		5,333		-		5,333	
Misc-Contingency		11,755		7,837		5,650		2,187	
Capital Improvements		-		-		49,100		(49,100)	
Reserve - Ponds		31,182		31,182		587		30,595	
Total Field		133,737		99,552		100,531		(979)	
									
TOTAL EXPENDITURES		257,970		195,321		179,848		15,473	

Excess (deficiency) of revenues Over (under) expenditures		

-		

57,649		

84,662		

27,013	

Net change in fund balance	
$	
-	
$	
57,649	
$	
84,662	
$	
27,013	
FUND BALANCE, BEGINNING (OCT 1, 2025)		924,495		924,495		924,495			
FUND BALANCE, ENDING	$	924,495	$	982,144	$	1,009,157			

Community Development District				Series 2016 Debt Service Fund	

Statement of Revenues, Expenditures and Changes in Fund Balances			
For the Period Ending May 31, 2026					
		ANNUAL							
		ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($)	
ACCOUNT DESCRIPTION		BUDGET		BUDGET		ACTUAL		FAV(UNFAV)	

REVENUES									
Interest - Investments	$	200	$	133	$	20,388	$	20,255	
Special Assmnts- Tax Collector		600,454		600,454		595,268		(5,186)	
Special Assmnts- Discounts		(24,018)		(24,018)		(22,646)		1,372	
TOTAL REVENUES		576,636		576,569		593,010		16,441	

EXPENDITURES									
Administration									
Misc-Assessment Collection Cost		12,009		12,009		11,452		557	
Total Administration		12,009		12,009		11,452		557	

Debt Service									
Principal Debt Retirement		385,000		385,000		385,000		-	
Interest Expense		170,915		170,915		170,915		-	
Total Debt Service		555,915		555,915		555,915		-	
									
TOTAL EXPENDITURES		567,924		567,924		567,367		557	

Excess (deficiency) of revenues									
Over (under) expenditures		8,712		8,645		25,643		16,998	

Net change in fund balance	
$	
8,712	
$	
8,645	
$	
25,643	
$	
16,998	
FUND BALANCE, BEGINNING (OCT 1, 2025)		636,091		636,091		636,091			
FUND BALANCE, ENDING	$	644,803	$	644,736	$	661,734			

LIVE OAK NO. 2
Community Development District

Supporting Schedules

May 31,2026

LIVE OAK NO. 2
Community Development District
Non-Ad Valorem Special Assessments
(Hillsborough County Tax Collector - Monthly Collection Distributions) For the Fiscal Year Ending September 30, 2026

	ALLOCATION BY FUND	

Date Received	
Net Amount Rcv'd	Discount /
(Penalties) Amount	
Tax Coll Cost	Gross
Amount Received	
General Fund	
Debt Service Fund	
				
Assessments Levied FY '26			$853,548	$253,094	$600,454	
Allocation %			100%	30%	70%	
11/07/25	$	11,030	$	574	$	225	$	11,829	$	3,508	$	8,322	
11/14/25	36,623	1,557	747	38,928	11,543	27,385	
11/21/25	37,695	1,603	769	40,067	11,881	28,186	
12/03/25	85,270	3,625	1,740	90,636	26,875	63,760	
12/07/25	537,811	22,867	10,976	571,653	169,506	402,147	
12/19/25	39,049	1,496	797	41,342	12,259	29,083	
01/06/26	9,321	287	190	9,799	2,906	6,893	
02/04/26	12,335	269	252	12,855	3,812	9,043	
03/05/26	7,129	75	145	7,350	2,179	5,170	
04/07/26	15,992	-	326	16,318	4,839	11,479	
05/07/26	5,449	(162)	111	5,398	1,601	3,798	
TOTAL	$	797,704	$	32,192	$	16,280	$	846,176	$	250,908	$	595,268	

% COLLECTED	99%	99%	99%	
				
TOTAL O/S	$7,372	$2,186	$5,186	

LIVE OAK NO. 2	All Funds
Community Development District

Cash and Investment Report
May 31, 2026

General Fund			
Account Name	Bank Name	Investment Type	Maturity	Yield	Balance	
Checking Account-Operating	Truist	n/a	n/a	1.56	$56,802	
Money Market Account	BankUnited	n/a	n/a	3.35	$953,434	
			
Subtotal GF		
$1,010,236	
Debt Service Funds						

Account Name	
Bank Name	
Investment Type	
Maturity	
Yield	
Balance	
Series 2016 Reserve Fund	US Bank	US Bank US Bank Gcts	n/a	3.50	$276,000	
Series 2016 Revenue Fund	US Bank	US Bank US Bank Gcts	n/a	3.50	$381,901	
			Subtotal DS		$657,901	
			Total		$1,668,137	

Bank Account Statement
Live Oak No. 2 CDD

Wednesday, June 3, 2026
Page 1 ECOONS

Bank Account No.	9534		
Statement No.	05-26	Statement Date	05/31/2026	

G/L Account No. 101003 Balance	56,801.61

Statement Balance	61,036.36
Outstanding Deposits	0.00

Positive Adjustments	0.00	Subtotal	61,036.36	
Subtotal	56,801.61	Outstanding Checks	-4,234.75	

Negative Adjustments	0.00

Ending G/L Balance	56,801.61

Ending Balance	56,801.61

Posting Date	Document Type	Document No.	
Vendor	
Description	
Amount	Cleared Amount	
Difference	
Outstanding
05/08/2026	Checks
Payment	

100105	

VGLOBAL TECH	

Inv: 8485			

-216.66	

05/21/2026	Payment	004387	
05/29/2026	Payment	004388	

LIVE OAK 2 U.S. BANK, NA- CDD KENNETH HUBBARD

Check for Vendor V00016	-3,833.39

Check for Vendor V00092	-184.70

Total Outstanding Checks	-4,234.75

Outstanding Deposits

Total Outstanding Deposits

LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT
Payment Register by Fund
For the Period from 05/01/2026 to 05/31/2026 (Sorted by Check / ACH No.)

Fund No.	
Date	
Payee	
Invoice No.	
Payment Description	
Invoice / GL Description	
G/L Account #	Amount Paid	
GENERAL FUND - 001

CHECK # 004388
001	05/29/26	KENNETH HUBBARD	KH-020425 A	BOARD CK 07/30/24	Other Current Liabilities	229000	$184.70

Check Total	$184.70
CHECK #	100103		
001	05/08/26	INFRAMARK LLC	178419	District Management and Record Storage May 2026	May 2026 ADMIN MGMNT FEE	531027-51201	$3,433.33	
001	05/08/26	INFRAMARK LLC	178419	District Management and Record Storage May 2026	May 2026 RECORD STORAGE FEE	549900-51301	$75.00	
						Check Total	$3,508.33	
CHECK #	100104							
001	05/08/26	US BANK	8159376	Trustees Fees April 26-Sept-26 & Oct 26-Mar 27	trustee fees series 2016	531045-51301	$2,074.19	
001	05/08/26	US BANK	8159376	Trustees Fees April 26-Sept-26 & Oct 26-Mar 27	Truist Oct 2026-March 2027	155030	$2,074.19	
						Check Total	$4,148.38	
CHECK #	100105							
001	05/08/26	VGLOBAL TECH	8485	May -2026- WEB MAINT-Global Tec	Misc-Web Hosting	549915-51301	$216.66	
						Check Total	$216.66	
CHECK #	100106							
001	05/08/26	TIGRIS AQUATIC SERVICES LLC	4379145	May 2026 Aquatics Maintenance	Contracts-Lakes	534084-53901	$1,763.00	
						Check Total	$1,763.00	
CHECK #	100107							
001	05/21/26	STRALEY ROBIN VERICKER	28323	District Counsel April 2, 2026 - April 17, 2026	MAY 2026 LEGAL SVCS	531023-51401	$137.00	
						Check Total	$137.00	
CHECK #	100108							
001	05/28/26	BUSINESS OBSERVER INC	26-01712H	May -2026 General Election Advertisement	Legal Advertising	548002-51301	$85.31	
001	05/28/26	BUSINESS OBSERVER INC	26-01754H	May -2026 Legal Advertising for General Election	Legal Advertising	548002-51301	$85.31	
						Check Total	$170.62	
CHECK #	300012							
001	05/12/26	TAMPA ELECTRIC	042126-5127-ACH	SVC PRD 04/17/26-05/15/26	Utility - General	543001-53901	$857.79	

Check Total	$857.79

Fund Total	$10,986.48

SERIES 2016 DEBT SERVICE FUND - 202

CHECK # 004387
202	05/21/26	LIVE OAK 2 U.S. BANK, NA- CDD	051226-2016	TRANSFER FY26 ASSESSMENTS TO US BANK	Due From Other Funds	131000	$3,833.39

Check Total	$3,833.39

Fund Total	$3,833.39

Total Checks Paid	$14,819.87	
8

18

Live Oak No. 2 Community Development District

Financial Report

June 30, 2026

LIVE OAK NO. 2
Community Development District

Table of Contents

FINANCIAL STATEMENTS

Balance Sheet - All Funds	Page 1

Statement of Revenues, Expenditures and Changes in Fund Balances

General Fund	Pages 2 - 3

Debt Service Fund	Page 4

SUPPORTING SCHEDULES

Non-Ad Valorem Special Assessments	Page 5

Cash & Investment Report	Page 6

Truist Bank Reconciliation	Page 7

Check Register	Pages 8 - 9

LIVE OAK NO. 2
Community Development District

Financial Report
(Unaudited)

June 30,2026

Community Development District

Governmental Funds

Balance Sheet
June 30, 2026

ACCOUNT DESCRIPTION	GENERAL FUND

SERIES 2016 DEBT
SERVICE FUND	TOTAL

ASSETS

Cash - Checking Account Investments:
Money Market Account	$	87,852

905,966	$	-	$	87,852

-	905,966	
Reserve Fund	-	276,000	276,000	
Revenue Fund	-	392,922	392,922	
Prepaid Trustee Fees	2,074	-	2,074	
TOTAL ASSETS	$	995,892	$	668,922	$	1,664,814	

LIABILITIES			
Accounts Payable	$	4,900	$	-	$	4,900	
Accrued Expenses	828	-	828	
TOTAL LIABILITIES	5,728	-	5,728	

FUND BALANCES
Nonspendable:
Prepaid Trustee Fees	

2,074	

-	2,074	
Restricted for:
Debt Service	

-	

668,922	

668,922	
Assigned to:
Operating Reserves	
64,492	
-	
64,492	
Reserves - Ponds	249,860	-	249,860	
Unassigned:	673,738	-	673,738	
TOTAL FUND BALANCES	$	990,164	$	668,922	$	1,659,086	
				
TOTAL LIABILITIES & FUND BALANCES	$	995,892	$	668,922	$	1,664,814	

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending June 30, 2026

ANNUAL
	ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($)	
ACCOUNT DESCRIPTION		BUDGET		BUDGET		ACTUAL		FAV(UNFAV)	

REVENUES									
Interest - Investments	$	15,000	$	11,250	$	24,965	$	13,715	
Interest - Tax Collector		-		-		799		799	
Special Assmnts- Tax Collector		253,094		253,094		253,093		(1)	
Special Assmnts- Discounts		(10,124)		(10,124)		(9,480)		644	
TOTAL REVENUES		257,970		254,220		269,377		15,157	

EXPENDITURES									
Administration
P/R-Board of Supervisors		
6,000		
6,000		
2,400		
3,600	
FICA Taxes		459		459		61		398	
ProfServ-Arbitrage Rebate		600		600		-		600	
ProfServ-Dissemination Agent		1,000		1,000		-		1,000	
ProfServ-Engineering		25,000		18,750		14,174		4,576	
ProfServ-Legal Services		3,000		2,250		2,326		(76)	
ProfServ-Mgmt Consulting		41,200		30,900		30,900		-	
ProfServ-Special Assessment		12,500		12,500		12,500		-	
ProfServ-Trustee Fees		3,971		3,022		4,148		(1,126)	
Auditing Services		3,700		3,700		-		3,700	
Postage and Freight		500		375		12		363	
Insurance - General Liability		8,957		8,957		8,468		489	
Printing and Binding		300		225		-		225	
Legal Advertising		900		675		232		443	
Miscellaneous Services		300		300		1,216		(916)	
Misc-Assessment Collection Cost		5,062		5,062		4,872		190	
Misc-Contingency		7,905		5,929		832		5,097	
Misc-Web Hosting		2,604		1,953		1,950		3	
Office Supplies		100		75		-		75	
Annual District Filing Fee		175		175		175		-	
Total Administration		124,233		102,907		84,266		18,641	

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending June 30, 2026

ANNUAL
		ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($)	
ACCOUNT DESCRIPTION		BUDGET		BUDGET		ACTUAL		FAV(UNFAV)	

Field									
Contracts-Envirom'l Monitoring		5,800		4,350		-		4,350	
Contracts-Landscape		42,500		31,875		30,780		1,095	
Contracts-Lakes		22,000		16,500		15,867		633	
Utility - General		-		-		4,558		(4,558)	
R&M-Fence		5,000		3,750		-		3,750	
R&M-Lake		7,500		5,625		-		5,625	
R&M-Wetland Monitoring		8,000		6,000		-		6,000	
Misc-Contingency		11,755		8,816		5,650		3,166	
Capital Improvements		-		-		49,100		(49,100)	
Reserve - Ponds		31,182		31,182		8,587		22,595	
Total Field		133,737		108,098		114,542		(6,444)	
									
TOTAL EXPENDITURES		257,970		211,005		198,808		12,197	

Excess (deficiency) of revenues Over (under) expenditures		

-		

43,215		

70,569		

27,354	

Net change in fund balance	
$	
-	
$	
43,215	
$	
70,569	
$	
27,354	
FUND BALANCE, BEGINNING (OCT 1, 2025)		919,595		919,595		919,595			
FUND BALANCE, ENDING	$	919,595	$	962,810	$	990,164			

Community Development District	Series 2016 Debt Service Fund

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending June 30, 2026

ANNUAL
ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($) ACCOUNT DESCRIPTION	BUDGET		BUDGET		ACTUAL		FAV(UNFAV)

REVENUES

Interest - Investments	$	200	$	150	$	22,342	$	22,192	
Special Assmnts- Tax Collector	600,454	600,454	600,454	-	
Special Assmnts- Discounts	(24,018)	(24,018)	(22,491)	1,527	
TOTAL REVENUES	576,636	576,586	600,305	23,719	

EXPENDITURES					
Administration					
Misc-Assessment Collection Cost	12,009	12,009	11,559	450	
Total Administration	12,009	12,009	11,559	450	

Debt Service					
Principal Debt Retirement	385,000	385,000	385,000	-	
Interest Expense	170,915	170,915	170,915	-	
Total Debt Service	555,915	555,915	555,915	-	
					
TOTAL EXPENDITURES	567,924	567,924	567,474	450	

Excess (deficiency) of revenues Over (under) expenditures	

8,712	

8,662	

32,831	

24,169	

Net change in fund balance	
$	8,712	
$	8,662	
$	32,831	
$	24,169	
FUND BALANCE, BEGINNING (OCT 1, 2025)	636,091	636,091	636,091		
FUND BALANCE, ENDING	$	644,803	$	644,753	$	668,922		

LIVE OAK NO. 2
Community Development District

Supporting Schedules

June 30,2026

LIVE OAK NO. 2
Community Development District
Non-Ad Valorem Special Assessments
(Hillsborough County Tax Collector - Monthly Collection Distributions) For the Fiscal Year Ending September 30, 2026

	ALLOCATION BY FUND	

Date Received	
Net Amount Rcv'd	Discount /
(Penalties) Amount	
Tax Coll Cost	Gross
Amount Received	
General Fund	
Debt Service Fund	
				
Assessments Levied FY '26		$853,548	$253,094	$600,454	
Allocation %			100%	30%	70%	
11/07/25	$	11,030	$	574	$	225	$	11,829	$	3,508	$	8,322	
11/14/25	36,623	1,557	747	38,928	11,543	27,385	
11/21/25	37,695	1,603	769	40,067	11,881	28,186	
12/05/25	85,270	3,625	1,740	90,636	26,875	63,760	
12/07/25	537,811	22,867	10,976	571,653	169,506	402,147	
12/15/25	39,049	1,496	797	41,342	12,259	29,083	
01/06/26	9,321	287	190	9,799	2,906	6,893	
02/04/26	12,335	269	252	12,855	3,812	9,043	
03/10/26	7,129	75	145	7,350	2,179	5,170	
04/07/26	15,992	-	326	16,318	4,839	11,479	
05/07/26	5,449	(162)	111	5,398	1,601	3,798	
06/05/26	971	(29)	20	962	285	676	
06/17/26	6,470	(192)	132	6,410	1,901	4,509	
TOTAL	$	805,145	$	31,971	$	16,432	$	853,548	$	253,093	$	600,454	

% COLLECTED	100%	100%	100%	
				
TOTAL O/S	($0)	$0	$0	

LIVE OAK NO. 2	All Funds
Community Development District

Cash and Investment Report
June 30, 2026

General Fund			
Account Name	Bank Name	Investment Type	Maturity	Yield	Balance	
Checking Account-Operating	Truist	n/a	n/a	1.42	$87,852	
Money Market Account	BankUnited	n/a	n/a	3.37	$905,966	
			
Subtotal GF		
$993,818	
Debt Service Funds						

Account Name	
Bank Name	
Investment Type	
Maturity	
Yield	
Balance	
Series 2016 Reserve Fund	US Bank	US Bank US Bank Gcts	n/a	3.50	$276,000	
Series 2016 Revenue Fund	US Bank	US Bank US Bank Gcts	n/a	3.50	$392,922	
			Subtotal DS		$668,922	
			Total		$1,662,740	

Bank Account Statement
Live Oak No. 2 CDD

Tuesday, July 7, 2026
Page 1 ECOONS

Bank Account No.	9534		
Statement No.	06-26	Statement Date	06/30/2026	

G/L Account No. 101003 Balance	87,851.67

Statement Balance	88,071.29
Outstanding Deposits	0.00

Positive Adjustments	0.00	Subtotal	88,071.29	
Subtotal	87,851.67	Outstanding Checks	-219.62	

Negative Adjustments	0.00

Ending G/L Balance	87,851.67

Ending Balance	87,851.67

Posting Date	Document Type	Document No.	
Vendor	
Description	
Amount	Cleared Amount	
Difference	
Outstanding	Checks							
06/11/2026	Payment	100112	VGLOBAL TECH	Inv: 8573			-216.66	
06/29/2026	Payment	100115	INFRAMARK LLC	Inv: 182442			-2.96	
Total Outstanding Checks	-219.62

Outstanding Deposits

Total Outstanding Deposits

Fund No.	
Date	
Payee	
Invoice No.	
Payment Description	
Invoice / GL Description	
G/L Account #	Amount Paid	
GENERAL FUND - 001

CHECK # 004389
001  06/16/26 SITE MASTERS OF FLORIDA LLC	061126-1	FES Repair on Pond 11-2	Reserve - Ponds	568126-53901	$8,000.00	
				Check Total	$8,000.00	
CHECK # 100109						
001  06/01/26 KING ENGINEERING ASSOC. INC.	184954	District Engineer from February 1, 2026 - March 31, 2026	ProfServ-Engineering	531013-51501	$2,325.00	
				Check Total	$2,325.00	
CHECK # 100110						
001  06/03/26 TIGRIS AQUATIC SERVICES LLC	4379146	June 2026 Aquatics Maintenance	Contracts-Lakes	534084-53901	$1,763.00	
				Check Total	$1,763.00	
CHECK # 100111						
001  06/03/26 OUTDOOR PROFESSIONAL LLC	4459	June 2026 -Landscape Maintenance	Contracts-Landscape	534050-53901	$3,420.00	
				Check Total	$3,420.00	
CHECK # 100112						
001  06/11/26 VGLOBAL TECH	8573	June -2026- WEB MAINT-Global Tec	Misc-Web Hosting	549915-51301	$216.66	
				Check Total	$216.66	
CHECK # 100113						
001  06/11/26 INFRAMARK LLC	180928	June -2026 District Management	ProfServ-Mgmt Consulting	531027-51201	$3,433.33	
001  06/11/26 INFRAMARK LLC	180928	June -2026 District Management	Misc-Contingency	549900-51301	$75.00	
				Check Total	$3,508.33	
CHECK # 100114						
001  06/22/26 STRALEY ROBIN VERICKER	28626	District Counsel Services through May 11, 2026 - May 26, 2026	ProfServ-Legal Services	531023-51401	$781.50	
001  06/22/26 STRALEY ROBIN VERICKER	28070 A	PROFESSIONAL SERVICES THROUGH 02.28.26	ProfServ-Legal Services	531023-51401	$264.00	
				Check Total	$1,045.50	
CHECK # 100115						
001  06/29/26 INFRAMARK LLC	182442	May 2026 Postage	Postage and Freight	541006-51301	$2.96	
				Check Total	$2.96	
CHECK # DD141						
001  06/10/26 TAMPA ELECTRIC	052026-5127-ACH	SVC PRD 04/16/26-05/14/26	Utility - General	543001-53901	$827.82	
				Check Total	$827.82	
				Fund Total	$21,109.27	

Fund No.	
Date	
Payee	
Invoice No.	
Payment Description	
Invoice / GL Description	
G/L Account #	Amount Paid	

SERIES 2016 DEBT SERVICE FUND - 202

CHECK # 004390
202  06/18/26 LIVE OAK 2 U.S. BANK, NA- CDD	061526-2016	TRANSFER ASSESSMENTS FY 26	Due From Other Funds	131000	$682.80

Check Total	$682.80
CHECK # 004391
202  06/23/26 LIVE OAK 2 U.S. BANK, NA- CDD	061826-2016	TRABSFER ASSESSMENTS SERIES 2016	Due From Other Funds	131000	$4,551.67

Check Total	$4,551.67

Fund Total	$5,234.47

Total Checks Paid	$26,343.74	

31

Live Oak No. 2 Community Development District

Financial Report

July 31, 2026

Community Development District

Table of Contents

FINANCIAL STATEMENTS

Balance Sheet - All Funds	Page 1

Statement of Revenues, Expenditures and Changes in Fund Balances

General Fund	Pages 2 - 3

Debt Service Fund	Page 4

SUPPORTING SCHEDULES

Non-Ad Valorem Special Assessments	Page 5

Cash & Investment Report	Page 6

Truist Bank Reconciliation	Page 7

Check Register	Pages 8

LIVE OAK NO. 2
Community Development District

Financial Report
(Unaudited)

July 31,2026

Community Development District

Governmental Funds

Balance Sheet
July 31, 2026

ACCOUNT DESCRIPTION	GENERAL FUND

SERIES 2016 DEBT
SERVICE FUND	TOTAL

ASSETS

Cash - Checking Account Investments:
Money Market Account	$	55,538

908,519	$	-	$	55,538

-	908,519	
Reserve Fund	-	276,000	276,000	
Revenue Fund	-	394,829	394,829	
Prepaid Trustee Fees	2,074	-	2,074	
TOTAL ASSETS	$	966,131	$	670,829	$	1,636,960	

LIABILITIES			
Accounts Payable	$	4,900	$	-	$	4,900	
Accrued Expenses	910	-	910	
TOTAL LIABILITIES	5,810	-	5,810	

FUND BALANCES
Nonspendable:
Prepaid Trustee Fees	

2,074	

-	2,074	
Restricted for:
Debt Service	

-	

670,829	

670,829	
Assigned to:
Operating Reserves	
64,492	
-	
64,492	
Reserves - Ponds	249,860	-	249,860	
Unassigned:	643,895	-	643,895	
TOTAL FUND BALANCES	$	960,321	$	670,829	$	1,631,150	
				
TOTAL LIABILITIES & FUND BALANCES	$	966,131	$	670,829	$	1,636,960	

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending July 31, 2026

ANNUAL
ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($) ACCOUNT DESCRIPTION	BUDGET		BUDGET		ACTUAL		FAV(UNFAV)

REVENUES

Interest - Investments	$	15,000	$	12,500	$	27,610	$	15,110	
Interest - Tax Collector	-	-	893	893	
Special Assmnts- Tax Collector	253,094	253,094	253,093	(1)	
Special Assmnts- Discounts	(10,124)	(10,124)	(9,480)	644	
TOTAL REVENUES	257,970	255,470	272,116	16,646	

EXPENDITURES					
Administration					
P/R-Board of Supervisors	6,000		6,000		2,400		3,600	
FICA Taxes	459		459		61		398	
ProfServ-Arbitrage Rebate	600		600		-		600	
ProfServ-Dissemination Agent	1,000		1,000		-		1,000	
ProfServ-Engineering	25,000		20,833		23,762		(2,929)	
ProfServ-Legal Services	3,000		2,500		3,257		(757)	
ProfServ-Mgmt Consulting	41,200		34,333		34,333		-	
ProfServ-Special Assessment	12,500		12,500		12,500		-	
ProfServ-Trustee Fees	3,971		3,339		4,148		(809)	
Auditing Services	3,700		3,700		3,825		(125)	
Postage and Freight	500		417		12		405	
Insurance - General Liability	8,957		8,957		8,468		489	
Printing and Binding	300		250		-		250	
Legal Advertising	900		750		385		365	
Miscellaneous Services	300		300		1,370		(1,070)	
Misc-Assessment Collection Cost	5,062		5,062		4,872		190	
Misc-Contingency	7,905		6,588		938		5,650	
Misc-Web Hosting	2,604		2,170		2,167		3	
Office Supplies	100		83		-		83	
Annual District Filing Fee	175		175		175		-	
Total Administration	124,233		110,016		102,673		7,343	

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending July 31, 2026

ANNUAL
	ADOPTED		YEAR TO DATE		YEAR TO DATE		VARIANCE ($)	
ACCOUNT DESCRIPTION			BUDGET			BUDGET			ACTUAL			FAV(UNFAV)	

Field													
Contracts-Envirom'l Monitoring			5,800			4,833			-			4,833	
Contracts-Landscape			42,500			35,417			34,200			1,217	
Contracts-Lakes			22,000			18,333			17,630			703	
Utility - General			-			-			5,550			(5,550)	
R&M-Fence			5,000			4,167			-			4,167	
R&M-Lake			7,500			6,250			-			6,250	
R&M-Wetland Monitoring			8,000			6,667			-			6,667	
Misc-Contingency			11,755			9,796			5,650			4,146	
Capital Improvements			-			-			49,100			(49,100)	
Reserve - Ponds			31,182			31,182			16,587			14,595	
Total Field			133,737			116,645			128,717			(12,072)	
													
TOTAL EXPENDITURES			257,970			226,661			231,390			(4,729)	

Excess (deficiency) of revenues Over (under) expenditures			

-			

28,809			

40,726			

11,917	

Net change in fund balance		
$	
-		
$	
28,809		
$	
40,726		
$	
11,917	
FUND BALANCE, BEGINNING (OCT 1, 2025)			919,595			919,595			919,595				
FUND BALANCE, ENDING		$	919,595		$	948,404		$	960,321				

Community Development District	Series 2016 Debt Service Fund

Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending July 31, 2026

ANNUAL
ADOPTED	YEAR TO DATE	YEAR TO DATE	VARIANCE ($) ACCOUNT DESCRIPTION	BUDGET		BUDGET		ACTUAL		FAV(UNFAV)

REVENUES

Interest - Investments	$	200	$	167	$	24,249	$	24,082	
Special Assmnts- Tax Collector	600,454	600,454	600,454	-	
Special Assmnts- Discounts	(24,018)	(24,018)	(22,491)	1,527	
TOTAL REVENUES	576,636	576,603	602,212	25,609	

EXPENDITURES					
Administration					
Misc-Assessment Collection Cost	12,009		12,009		11,559		450	
Total Administration	12,009		12,009		11,559		450	

Debt Service								
Principal Debt Retirement	385,000		385,000		385,000		-	
Interest Expense	170,915		170,915		170,915		-	
Total Debt Service	555,915		555,915		555,915		-	
								
TOTAL EXPENDITURES	567,924		567,924		567,474		450	

Excess (deficiency) of revenues Over (under) expenditures	

8,712		

8,679		

34,738		

26,059	

Net change in fund balance	
$	8,712		
$	8,679		
$	34,738		
$	26,059	
FUND BALANCE, BEGINNING (OCT 1, 2025)	636,091		636,091		636,091			
FUND BALANCE, ENDING	$	644,803		$	644,770		$	670,829			

LIVE OAK NO. 2
Community Development District

Supporting Schedules

July 31,2026

LIVE OAK NO. 2
Community Development District
Non-Ad Valorem Special Assessments
(Hillsborough County Tax Collector - Monthly Collection Distributions) For the Fiscal Year Ending September 30, 2026

	ALLOCATION BY FUND	

Date Received	
Net Amount Rcv'd	Discount /
(Penalties) Amount	
Tax Coll Cost	Gross
Amount Received	
General Fund	
Debt Service Fund	
				
Assessments Levied FY '26		$853,548	$253,094	$600,454	
Allocation %			100%	30%	70%	
11/07/25	$	11,030	$	574	$	225	$	11,829	$	3,508	$	8,322	
11/14/25	36,623	1,557	747	38,928	11,543	27,385	
11/21/25	37,695	1,603	769	40,067	11,881	28,186	
12/05/25	85,270	3,625	1,740	90,636	26,875	63,760	
12/07/25	537,811	22,867	10,976	571,653	169,506	402,147	
12/15/25	39,049	1,496	797	41,342	12,259	29,083	
01/06/26	9,321	287	190	9,799	2,906	6,893	
02/04/26	12,335	269	252	12,855	3,812	9,043	
03/10/26	7,129	75	145	7,350	2,179	5,170	
04/07/26	15,992	-	326	16,318	4,839	11,479	
05/07/26	5,449	(162)	111	5,398	1,601	3,798	
06/05/26	971	(29)	20	962	285	676	
06/17/26	6,470	(192)	132	6,410	1,901	4,509	
TOTAL	$	805,145	$	31,971	$	16,432	$	853,548	$	253,093	$	600,454	

% COLLECTED	100%	100%	100%	
				
TOTAL O/S	($0)	$0	$0	

LIVE OAK NO. 2	All Funds
Community Development District

Cash and Investment Report
July 31, 2026

General Fund			
Account Name	Bank Name	Investment Type	Maturity	Yield	Balance	
Checking Account-Operating	Truist	n/a	n/a	1.41	$55,538	
Money Market Account	BankUnited	n/a	n/a	3.32	$908,519	
			
Subtotal GF		
$964,057	
Debt Service Funds						

Account Name	
Bank Name	
Investment Type	
Maturity	
Yield	
Balance	
Series 2016 Reserve Fund	US Bank	US Bank US Bank Gcts	n/a	3.50	$276,000	
Series 2016 Revenue Fund	US Bank	US Bank US Bank Gcts	n/a	3.50	$394,829	
			Subtotal DS		$670,829	
			Total		$1,634,886	

Bank Account Statement
Live Oak No. 2 CDD

Thursday, August 6, 2026
Page 1
ECOONS 1

Bank Account No.	9534		
Statement No.	07-26	Statement Date	07/31/2026	

G/L Account No. 101003 Balance	55,537.58

Statement Balance	56,685.24
Outstanding Deposits	0.00

Positive Adjustments	0.00	Subtotal	56,685.24	
Subtotal	55,537.58	Outstanding Checks	-1,147.66	

Negative Adjustments	0.00

Ending G/L Balance	55,537.58

Ending Balance	55,537.58

Posting Date	Document Type	Document No.	
Vendor	
Description	
Amount	Cleared Amount	
Difference	
Outstanding
07/10/2026	Checks
Payment	

100117	

VGLOBAL TECH	

Inv: 8708			

-216.66	

07/27/2026	Payment	100122	STRALEY ROBIN
VERICKER

Inv: 28640	-931.00

Total Outstanding Checks	-1,147.66

Outstanding Deposits

Total Outstanding Deposits

LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT
Payment Register by Fund
For the Period from 07/01/2026 to 07/31/2026 (Sorted by Check / ACH No.)

Fund No.	
Date	
Payee	
Invoice No.	
Payment Description	
Invoice / GL Description	
G/L Account #	Amount Paid	
GENERAL FUND - 001

CHECK # 004392
001  07/24/26	
SITE MASTERS OF FLORIDA LLC	
072226-1	
REPAIS ON FOND	
POND REPAIRS	
568126-53901	
$8,000.00	
					Check Total	$8,000.00	
CHECK # 100116							
001  07/06/26	OUTDOOR PROFESSIONAL LLC	4475	July 2026 -Landscape Maintenance	Contracts-Landscape	534050-53901	$3,420.00	
					Check Total	$3,420.00	
CHECK # 100117							
001  07/10/26	VGLOBAL TECH	8708	July -2026- WEB MAINT-Global Tec	Misc-Web Hosting	549915-51301	$216.66	
					Check Total	$216.66	
CHECK # 100118							
001  07/10/26	TIGRIS AQUATIC SERVICES LLC	4379147	July 2026 Aquatics Maintenance	Contracts-Lakes	534084-53901	$1,763.00	
					Check Total	$1,763.00	
CHECK # 100119							
001  07/15/26	INFRAMARK LLC	183687	July -2026 District Management	ProfServ-Mgmt Consulting	531027-51201	$3,433.33	
001  07/15/26	INFRAMARK LLC	183687	July -2026 District Management	July 2026 RECORD STORAGE FEE	549900-51301	$75.00	
					Check Total	$3,508.33	
CHECK # 100120							
001  07/15/26	KING ENGINEERING ASSOC. INC.	187754	District Engineer Services for April 1, 2026 - May 31, 2026	ProfServ-Engineering	531013-51501	$9,587.50	
					Check Total	$9,587.50	
CHECK # 100121							
001  07/15/26	BERGER TOOMBS ELAM	377162	Audit Services FY 2025	Auditing Services	532002-51301	$3,825.00	
					Check Total	$3,825.00	
CHECK # 100122							
001  07/27/26	STRALEY ROBIN VERICKER	28640	District Counsel Services June 5, 2026 - June 10, 2026	ProfServ-Legal Services	531023-51401	$931.00	
					Check Total	$931.00	
CHECK # 100123							
001  07/29/26	BUSINESS OBSERVER INC	26-02659H	Legal Advertising for Public Hearing	legal advertising	548002-51301	$153.12	
					Check Total	$153.12	
CHECK # 300013							
001  07/10/26	TAMPA ELECTRIC	061926-5127-ACH	SVC PRD 05/15/26-06/13/26	Utility - General	543001-53901	$910.31	
					Check Total	$910.31	
					Fund Total	$32,314.92	

Total Checks Paid	$32,314.92	

8

LIVE OAK NO. II COMMUNITY DEVELOPMENT DISTRICT

Financial Snapshot August 12, 2026

Current Cash Balances:
Truist Bank Operating: $54,684.01
BankUnited Money Market: $908,519.40
US Bank Reserve: $ 276,000.00
US Bank Revenue: $394,829.32
Assessment collections:
We are 100% fully collected on the tax roll
Expenses:
Current expenses make up 94% of the annual budget through the begining of August 2026
Total expenses for the first 10 months through the beginning of August 2026 are approximately $242,004. This figure may change as we finalize the August financials.

RESOLUTION 2026-03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT ADOPTING A BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2026, AND ENDING SEPTEMBER 30, 2027; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the District Manager submitted, prior to June 15th, to the Board of Supervisors (“Board”) of the Live Oak No. 2 Community Development District (“District”) a proposed budget for the next ensuing budget year (“Proposed Budget”), along with an explanatory and complete financial plan for each fund, pursuant to the provisions of Sections 189.016(3) and 190.008(2)(a), Florida Statutes;

WHEREAS, the District filed a copy of the Proposed Budget with the local governing authorities having jurisdiction over the area included in the District at least 60 days prior to the adoption of the Proposed Budget pursuant to the provisions of Section 190.008(2)(b), Florida Statutes;

WHEREAS, the Board held a duly noticed public hearing pursuant to Section 190.008(2)(a), Florida Statutes;

WHEREAS, the District Manager posted the Proposed Budget on the District’s website at least 2 days before the public hearing pursuant to Section 189.016(4), Florida Statutes;

WHEREAS, the Board is required to adopt a resolution approving a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year pursuant to Section 190.008(2)(a), Florida Statutes; and

WHEREAS, the Proposed Budget projects the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD:
Section 1. Budget.
That the Board has reviewed the Proposed Budget, a copy of which is on file with the office of the District Manager and at the District’s records office, and hereby approves certain amendments thereto, as shown below.

That the Proposed Budget as amended by the Board attached hereto as Exhibit A, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes, and incorporated herein by reference; provided, however, that the comparative figures contained in the adopted budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures for fiscal year 2025-2026 and/or revised projections for fiscal year 2026-2027.

That the adopted budget, as amended, shall be maintained in the office of the District Manager and at the District’s records office and identified as “The Budget for the Live

Page 1 of 3

Oak No. 2 Community Development District for the Fiscal Year Beginning October 1, 2026, and Ending September 30, 2027.”

The final adopted budget shall be posted by the District Manager on the District’s website within 30 days after adoption pursuant to Section 189.016(4), Florida Statutes.

$	,

Section 2. Appropriations. There is hereby appropriated out of the revenues of the District (the sources of the revenues will be provided for in a separate resolution), for the fiscal year beginning	October	1,	2026,	and	ending	September	30,	2027,	the	sum	of which sum is deemed by the Board to be necessary to defray all
expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

Total General Fund	$	

Total Reserve Fund [if Applicable]	$	

Total Debt Service Funds	$	

Total All Funds*	$	

*Not inclusive of any collection costs or early payment discounts.

Section 3. Budget Amendments. Pursuant to Section 189.016(6), Florida Statutes, the District at any time within the fiscal year or within 60 days following the end of the fiscal year may amend its budget for that fiscal year as follows:

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

The District Manager or Treasurer may authorize an increase or decrease in line item appropriations within a fund if the total appropriations of the fund do not increase and if the aggregate change in the original appropriation item does not exceed $10,000 or 10% of the original appropriation.

Any other budget amendments shall be adopted by resolution and be consistent with Florida law. This includes increasing any appropriation item and/or fund to reflect receipt of any additional unbudgeted monies and making the corresponding change to appropriations or the unappropriated balance.

The District Manager or Treasurer must establish administrative procedures to ensure that any budget amendments are in compliance with this section and Section 189.016, Florida Statutes, among other applicable laws. Among other procedures, the District Manager or Treasurer must ensure that any amendments to budget(s) under subparagraph c. above are posted on the District’s website within 5 days after adoption pursuant to Section 189.016(7), Florida Statutes.

Section 4. Effective Date. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board.

Passed and Adopted on August 20, 2026.

Attested By:

Print Name:	
Secretary/Assistant Secretary	Live Oak No. 2
Community Development District

Print Name:	
Chair/Vice Chair of the Board of Supervisors	

Exhibit A: FY 2026-2027 Adopted Budget

47

Live Oak II Community Development District

FISCAL YEAR 2027 PROPOSED BUDGET
August 12, 2026

Live Oak II
Community Development District

Budget Overview
FY 2027

Live Oak II

Community Development District

Table of Contents

Page #

OPERATING BUDGET

General Fund
Summary of Revenues, Expenditures and Changes in Fund Balances	……………………………..	1 - 2
Exhibit A - Allocation of Fund Balances	………………………………………………………………….	3
Budget Narrative	……………………………………………………………………………………………	4 - 6
DEBT SERVICE BUDGETS

Series 2016

Summary of Revenues, Expenditures and Changes in Fund Balances	……………………………..	7

Amortization Schedule	……………………………………………………………………………………..	8

Budget Narrative	……………………………………………………………………………………..	9

SUPPORTING BUDGET SCHEDULE
Non-Ad Valorem Assessment Summary	………………………………………………………..	10

Live Oak II
Community Development District

Operating Budget
FY 2027

Summary of Revenues Expenditures and Changes in Fund Balance
Fiscal Year 2027 Budget
General Fund 001

	ADOPTED	ACTUAL	PROJECTED	TOTAL	ANNUAL	
	BUDGET	THRU	September-	PROJECTED	BUDGET	
ACCOUNT DESCRIPTION	FY 2026	8/12/2026	9/30/2026	FY 2026	FY 2027	

REVENUES						
Interest - Investments	$15,000.00	$27,610.00	$0.00	$27,610.00	$15,000.00	
Interest - Tax Collector	$0.00	$893.00	$0.00	$893.00	$0.00	
Special Assmnts- Tax Collector	$253,094.00	$253,093.00	$1.00	$253,094.00	$253,091.49	
Special Assmnts- Discounts	-$10,124.00	-$9,480.00	$0.00	-$9,480.00	-$10,123.66	
TOTAL REVENUES	$257,970.00	$272,116.00	$1.00	$272,117.00	$257,967.83	

EXPENDITURES						
Administrative						
P/R-Board of Supervisors	$6,000.00	$2,400.00	$3,600.00	$6,000.00	$6,000.00	
FICA Taxes	$459.00	$61.00	$398.00	$459.00	$459.00	
ProfServ-Arbitrage Rebate	$600.00	$0.00	$600.00	$600.00	$600.00	
ProfServ-Dissemination Agent	$1,000.00	$0.00	$1,000.00	$1,000.00	$1,000.00	
ProfServ-Engineering	$25,000.00	$23,762.00	$1,238.00	$25,000.00	$25,000.00	
ProfServ-Legal Services	$3,000.00	$3,257.00	$0.00	$3,257.00	$3,000.00	
ProfServ-Mgmt Consulting	$41,200.00	$34,333.00	$6,867.00	$41,200.00	$42,436.00	
ProfServ-Special Assessment	$12,500.00	$12,500.00	$0.00	$12,500.00	$12,500.00	
ProfServ-Trustee Fees	$3,971.00	$4,148.00	$0.00	$4,148.00	$4,148.00	
Auditing Services	$3,700.00	$3,825.00	$0.00	$3,825.00	$3,700.00	
Postage and Freight	$500.00	$12.00	$488.00	$500.00	$500.00	
Printing and Binding	$300.00	$0.00	$300.00	$300.00	$300.00	
Legal Advertising	$900.00	$385.00	$515.00	$900.00	$1,000.00	
Miscellaneous Services	$300.00	$1,370.00	$0.00	$1,370.00	$300.00	
Misc-Assessment Collection Cost	$5,062.00	$4,872.00	$190.00	$5,062.00	$5,061.83	
Misc-Contingency	$7,905.00	$938.00	$6,967.00	$7,905.00	$7,905.00	
Misc-Web Hosting	$2,604.00	$2,167.00	$437.00	$2,604.00	$2,604.00	
Office Supplies	$100.00	$0.00	$100.00	$100.00	$100.00	
Annual District Filing Fee	$175.00	$175.00	$0.00	$175.00	$175.00	
Total Administrative	$115,276.00	$94,205.00	$22,700.00	$116,905.00	$116,788.83	

Insurance						
Insurance - General Liability	$8,957.00	$8,468.00	$489.00	$8,957.00	$8,957.00	
Total Insurance	$8,957.00	$8,468.00	$489.00	$8,957.00	$8,957.00	

Annual Operating and Debt Service Budget					
					1	

	ADOPTED	ACTUAL	PROJECTED	TOTAL	ANNUAL	

ACCOUNT DESCRIPTION	BUDGET
FY 2026	THRU
8/12/2026	September-
9/30/2026	PROJECTED
FY 2026	BUDGET
FY 2027	

Utilities
Utility - General	

$0.00	

$5,550.00	

$0.00	

$5,550.00	

$4,900.00	
Total Utilities	$0.00	$5,550.00	$0.00	$5,550.00	$4,900.00	

Field
Contracts-Envirom'l Monitoring	

$5,800.00	

$0.00	

$5,800.00	

$5,800.00	

$5,800.00	
Contracts-Landscape	$42,500.00	$34,200.00	$8,300.00	$42,500.00	$42,500.00	
Contracts-Lakes	$22,000.00	$17,630.00	$4,370.00	$22,000.00	$22,000.00	
R&M-Fence	$5,000.00	$0.00	$5,000.00	$5,000.00	$5,000.00	
R&M-Lake	$7,500.00	$0.00	$7,500.00	$7,500.00	$7,500.00	
R&M-Wetland Monitoring	$8,000.00	$0.00	$8,000.00	$8,000.00	$8,000.00	
Misc-Contingency	$11,755.00	$5,650.00	$6,105.00	$11,755.00	$11,755.00	
Capital Improvement	$0.00	$49,100.00	$0.00	$49,100.00	$153,325.00	
Reserve - Ponds	$31,182.00	$16,587.00	$14,595.00	$31,182.00	$31,182.00	
Total Field	$133,737.00	$123,167.00	$59,670.00	$182,837.00	$287,062.00	
						
TOTAL EXPENDITURES	$257,970.00	$231,390.00	$82,859.00	$314,249.00	$417,707.83	

Excess (deficiency) of revenues Over (under) expenditures	

$0.00	

$40,726.00	

-$82,858.00	

-$42,132.00	

-$159,740.00	
						
TOTAL OTHER SOURCES (USES)	$0.00	$0.00	$0.00	$0.00	-$159,740.00	

Net change in fund balance		
$40,726.00	
-$82,858.00	
-$42,132.00	
-$319,480.00	

FUND BALANCE, BEGINNING	
$919,595.00	
$919,595.00	
$960,321.00	
$919,595.00	
$877,463.00	
FUND BALANCE, ENDING	$919,595.00	$960,321.00	$877,463.00	$877,463.00	$557,983.00	

Annual Operating and Debt Service Budget

Community Development District
Exhibit "A"
Allocation of Fund Balances

FISCAL YEAR 2026 RESERVE FUND ANALYSIS

Beginning Fund Balance - Carry Forward Surplus as of 10/1/2025 Less: Forecasted Surplus/(Deficit) as of 9/30/2026

$877,463.00

-$159,740.00

Estimated Funds Available - 9/30/2026	$1,037,203.00

FISCAL YEAR 2027 RESERVE FUND ANALYSIS

Beginning Fund Balance - Carry Forward Surplus as of 10/1/2026 (1)	$1,037,203.00

Less: First Quarter Operating Reserve Less: Reserves -Pounds Prior Year Less: Reserves -Pounds FY26
Less: Reserves -Pounds FY2025 Expenditure Less: Reserves -Pounds FY2027

249,860

153,325.00

$219,365.75

$96,535.00

Estimated Remaining Undesignated Cash as of 9/30/2027	$1,353,103.75

Notes

(1) Represents approximately 3 months of operating expenditures

Annual Operating and Debt Service Budget

Budget Narrative
Fiscal Year 2027

REVENUES

Interest-Investments
The District earns interest on its operating accounts.

Operations & Maintenance Assessments – On Roll
The District will levy a Non-Ad Valorem assessment on all the assessable property within the District to pay for the operating expenditures during the Fiscal Year. The collection will be provided by the Tax Collector pursuant to Section 197.3632, Florida Statutes, which is the Uniform Collection Methodology.
.
Special Assessments-Discounts
Per Section 197.162, Florida Statutes, discounts are allowed for early payment of assessments only when collected by the Tax Collector. The budgeted amount for the fiscal year is calculated at 4% of the anticipated Non-Ad Valorem assessments.

EXPENDITURES

Financial and Administrative

P/R Boad Supervisor
Chapter 190 of the Florida Statutes allows for members of the Board of Supervisors to be compensated $200 per meeting at which they are in attendance. The amount for the Fiscal Year is based upon four supervisors attending 14 meetings.

FICA Tax
Payroll taxes for the Supervisors’ salaries are calculated at 7.65% of gross payroll.

Professional Services – Arbitrage Rebate
The District is required to annually calculate the arbitrage rebate liability on its Series 2013A and 2020 bonds.

Professional Services-Dissemination Agent -Reporting
The District is required by the Securities and Exchange Commission to comply with rule 15c2-12(b)-(5), which relates to additional reporting requirements for unrelated bond issues. The budgeted amount for the fiscal year is based on standard fees charged for this service.

District Engineer
The District's engineer provides general engineering services to the District, i.e., attendance and preparation for board meetings when requested, review of invoices, and other specifically requested assignments.

Professional Services-Legal
The District’s attorney provides general legal services to the District, i.e., attendance and preparation for Board meetings, review of contracts, agreements, resolutions, and other research as directed or requested by the BOS District Manager.

Profession Services Management Consulting
The District retains the services of a consulting manager, who is responsible for the daily administration of the District's business, including any and all financial work related to the Bond Funds and Operating Funds of the District, and preparation of the minutes of the Board of Supervisors. In addition, the District Manager prepares the Annual Budget(s), implements all policies of the Board of Supervisors and attends all meetings of the Board of Supervisors.

Budget Narrative
Fiscal Year 2027

Financial and Administrative (continued)

Professional Services Assessments
Service includes all functions necessary for the timely billing and collection and reporting of District assessments in order to ensure adequate funds to meet the District’s debt service and operations and maintenance obligations. These services include, but are not limited to, assessment roll preparation and certification, direct billings and funding request processing as well as responding to property owner questions regarding District assessments. This line item also includes the fees incurred for a collection agent to collect the funds for the principal and interest payment for its short-term bond issues and any other bond related collection needs. These funds are collected as prescribed in the Trust Indenture. The Collection Agent also provides for the release of liens on property after the full collection of bond debt levied on particular properties.

Trustee Fees
The District pays US Bank an annual fee for trustee services on the Series 2016 Bond. The budgeted amount for the fiscal year is based on previous year plus any out-of-pocket expenses.

Auditing Services
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 an estimate based on prior year costs.

Postage and Freight
This item refers to the cost of materials and service to produce agendas and conduct day-to-day business of the District.

Insurance

Insurance-General Liability
The District's General Liability & Public Officials Liability Insurance policy is with Egis Insurance Advisors, LLC. The budgeted amount allows for a projected increase in the premium.

Printing and Binding
Printing & binding agenda packages for board meetings, printing of computerized checks, stationary, envelopes etc.

Legal Advertising
The District is required to advertise various notices for monthly Board meetings and other public hearings in the newspaper of general circulation.

Miscellaneous Services
All other administrative costs not otherwise specified above.

Miscellaneous-Collection Costs
The District reimburses the tax collector for necessary administrative costs. Per the Florida Statutes, administrative costs shall include, but not be limited to, those costs associated with personnel, forms, supplies, data processing, computer equipment, postage, and programming. The District also compensates the tax collector for the actual cost of collection or 2% on the amount of special assessments collected and remitted, whichever is greater. The assessment collection cost is based on a maximum of 2% of the anticipated assessment collections.

Contingency
Funds set aside for projects, as determined by the district’s board.

Misc-Web Hosting
The District will create and maintain a website for public access to the District’s activities.

Budget Narrative
Fiscal Year 2027

Financial and Administrative (continued)

Office Supplies
Miscellaneous office supplies are required to prepare agenda packages.

Annual District Fee
The District is required to pay an annual fee to the Department of Economic Opportunity Division of Community Development for $175.

Landscape and Pond Maintenance

Wetlands Environ’s Monitoring
Cost of upkeep and protection of wetlands on CDD property

Landscaping – Plant Replacement Program
Cost of replacing dead or damaged plants throughout the district.

Contracts-Lakes
Expenses related to the care and maintenance of the lakes and ponds for the control of nuisance plant and algae species.

R&M - Fence
The District anticipates fence repair expenses.

R&M – Lake
The District expects to incur minor lake maintenance expenditures.

Electric Utility Services
Electricity for accounts with the local Utilities Commissions for the swim club, parks, and irrigation. Fees are based on historical costs for metered use.

R&M-Wetland Monitoring
Monitoring and reporting services for the District’s lakes will be provided by Driggers & King Engineering.

Misc-Contingency
This category represents miscellaneous expenditures incurred during the year that cannot be otherwise classified.

Contingency/Reserves

Reserves-Ponds
This represents reserves the district has budgeted and intends to designate as funds to set aside to cover future capital expenditures which may require substantial cash use.
.

Live Oak II
Community Development District

Debt Service Budget
FY 2027

Summary of Revenues Expenditures and Changes in Fund Balance
Fiscal Year 2027 Budget
Series 2016 Bonds

	ADOPTED	ACTUAL	PROJECTED	TOTAL	ANNUAL	
	BUDGET	THRU	September-	PROJECTED	BUDGET	
ACCOUNT DESCRIPTION	FY 2026	8/12/2026	9/30/2026	FY 2026	FY 2027	

REVENUES
Interest - Investments	

$200.00	

$24,249.00	

$0.00	

$24,249.00	

$0.00	
Special Assmnts- Tax Collector	$600,454.00	$600,454.00	$0.00	$600,454.00	$600,455.77	
Special Assmnts- Discounts	-$24,018.00	-$22,491.00	$0.00	-$22,491.00	-$24,018.23	
TOTAL REVENUES	$576,636.00	$602,212.00	$0.00	$602,212.00	$576,437.54	

EXPENDITURES
Administration
Misc-Assessment Collection Cost	

$12,009.00	

$11,559.00	

$450.00	

$12,009.00	

$12,009.12	
Total Administration	$12,009.00	$11,559.00	$450.00	$12,009.00	$12,009.12	

Debt Service
Principal Debt Retirement	

$0.00	

$385,000.00	

$0.00	

$385,000.00	

$400,000.00	
Interest Expense	$0.00	$170,915.00	$0.00	$170,915.00	$158,595.00	
Total Debt Service	$0.00	$555,915.00	$0.00	$555,915.00	$558,595.00	
						
TOTAL EXPENDITURES	$12,009.00	$567,474.00	$450.00	$567,924.00	$570,604.12	

Excess (deficiency) of revenues						
Over (under) expenditures	$564,627.00	$34,738.00	-$450.00	$34,288.00	$5,833.42	

Net change in fund balance		
$34,738.00	
-$450.00	
$34,288.00	
$5,833.42	

FUND BALANCE, BEGINNING	
$636,091.00	
$636,091.00	
$670,829.00	
$636,091.00	
$670,379.00	
FUND BALANCE, ENDING	$636,091.00	$670,829.00	$670,379.00	$670,379.00	$676,212.42	

Annual Operating and Debt Service Budget
7

Period Ending

Outstanding Balance

Principal

Coupon

Interest

Debt Service

Annual Debt Service

AMORTIZATION SCHEDULE SPECIAL ASSESSMENT BONDS SERIES 2016A

11/1/2026	$4,165,000.00			$79,297.50	$79,390.00		
5/1/2027	$4,165,000.00	$400,000.00	3.300%	$79,297.50	$479,390.00	$558,780.00	
11/1/2027	$3,765,000.00			$72,697.50	$72,790.00		
5/1/2028	$3,765,000.00	$410,000.00	3.700%	$72,697.50	$487,790.00	$560,580.00	
11/1/2028	$3,355,000.00			$65,112.50	$65,112.50		
5/1/2029	$3,355,000.00	$425,000.00	3.700%	$65,112.50	$495,112.50	$560,225.00	
11/1/2029	$2,930,000.00			$57,250.00	$57,157.50		
5/1/2030	$2,930,000.00	$440,000.00	3.700%	$57,250.00	$502,157.50	$559,315.00	
11/1/2030	$2,490,000.00			$49,110.00	$48,925.00		
5/1/2031	$2,490,000.00	$460,000.00	3.700%	$49,110.00	$498,925.00	$547,850.00	
11/1/2031	$2,030,000.00			$40,600.00	$40,600.00		
5/1/2032	$2,030,000.00	$480,000.00	4.000%	$40,600.00	$520,600.00	$561,200.00	
11/1/2032	$1,550,000.00			$31,000.00	$31,000.00		
5/1/2033	$1,550,000.00	$500,000.00	4.000%	$31,000.00	$531,000.00	$562,000.00	
11/1/2033	$1,050,000.00			$21,000.00	$21,000.00		
5/1/2034	$1,050,000.00	$515,000.00	4.000%	$21,000.00	$536,000.00	$557,000.00	
11/1/2034	$535,000.00			$10,700.00	$10,700.00		
5/1/2035	$535,000.00	$535,000.00	4.000%	$10,700.00	$545,700.00	$556,400.00	
Totals		$4,925,000.00		$1,207,083.76	$6,137,268.76	$6,137,268.76	

Annual Operating and Debt Service Budget

Budget Narrative
Fiscal Year 2027

REVENUES

Interest-Investments
The District earns interest on its operating accounts.

Operations & Maintenance Assessments – On Roll
The District will levy a Non-Ad Valorem assessment on all the assessable property within the District to pay for the operating expenditures during the Fiscal Year. The collection will be provided by the Tax Collector pursuant to Section 197.3632, Florida Statutes, which is the Uniform Collection Methodology.

Special Assessments-Discounts
Per Section 197.162, Florida Statutes, discounts are allowed for early payment of assessments only when collected by the Tax Collector. The budgeted amount for the fiscal year is calculated at 4% of the anticipated Non-Ad Valorem assessments.

EXPENDITURES

Debt Service

Principal Debt Retirement
The district pays regular principal payments to annually to pay down/retire the debt.

Interest Expense
The District Pays interest Expenses on the debt twice a year.

Live Oak II
Community Development District

Supporting Budget Schedule
FY 2027

Live Oak II

Community Development District

Comparison of Assessment Rates Fiscal Year 2027 vs. Fiscal Year 2026

Product		General Fund 001		Debt Service		Total Assessments per Unit		Total	
		FY 2027	FY 2026	Percent
Change		FY 2027	FY 2026	Percent
Change		FY 2027	FY 2026	Percent
Change		Units	

45'		
$328.69	
$328.69	
0.0%		
$632.86	
$632.86	
0.0%		
$961.55	
$961.55	
0.0%		
191	
50'		$328.69	$328.69	0.0%		$717.24	$717.24	0.0%		$1,045.93	$1,045.93	0.0%		328	
60'		$328.69	$328.69	0.0%		$843.81	$843.81	0.0%		$1,172.50	$1,172.50	0.0%		134	
75'		$328.69	$328.69	0.0%		$1,096.95	$1,096.95	0.0%		$1,425.64	$1,425.64	0.0%		74	
80'		$328.69	$328.69	0.0%		$1,181.33	$1,181.33	0.0%		$1,510.02	$1,510.02	0.0%		43	
														770	

Annual Operating and Debt Service Budget
10

RESOLUTION 2026-04

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT IMPOSING ANNUALLY RECURRING OPERATIONS AND MAINTENANCE	NON-AD	VALOREM	SPECIAL ASSESSMENTS; PROVIDING FOR COLLECTION AND ENFORCEMENT OF ALL DISTRICT SPECIAL ASSESSMENTS; CERTIFYING AN ASSESSMENT ROLL; PROVIDING FOR AMENDMENT OF THE ASSESSMENT ROLL; PROVIDING FOR CHALLENGES AND PROCEDURAL IRREGULARITIES; PROVIDING FOR SEVERABILITY; PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, the Live Oak No. 2 Community Development District (“District”) is a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes for the purpose of providing, preserving, operating, and maintaining infrastructure improvements, facilities, and services to the lands within the District;

WHEREAS, the District is located in Hillsborough County, Florida (“County”);

WHEREAS, the Board of Supervisors of the District (“Board”) hereby determines to undertake various activities described in the District’s adopted budget for fiscal year 2026-2027 attached hereto as Exhibit A (“FY 2026-2027 Budget”) and incorporated as a material part of this Resolution by this reference;

WHEREAS, the District must obtain sufficient funds to provide for the activities described in the FY 2026-2027 Budget;

WHEREAS, the provision of the activities described in the FY 2026-2027 Budget is a benefit to lands within the District;
WHEREAS, the District may impose non-ad valorem special assessments on benefited lands within the District pursuant to Chapter 190, Florida Statutes;
WHEREAS, such special assessments may be placed on the County tax roll and collected by the local Tax Collector (“Uniform Method”) pursuant to Chapters 190 and 197, Florida Statutes;
WHEREAS, the District has, by resolution and public notice, previously evidenced its intention to utilize the Uniform Method;

WHEREAS, the District has approved an agreement with the County Property Appraiser (“Property Appraiser”) and County Tax Collector (“Tax Collector”) to provide for the collection of special assessments under the Uniform Method;

WHEREAS, it is in the best interests of the District to proceed with the imposition, levy, and collection of the annually recurring operations and maintenance non-ad valorem special assessments on all assessable lands in the amount contained for each parcel’s portion of the FY 2026-2027 Budget (“O&M Assessments”);

WHEREAS, the Board desires to collect the annual installment for the previously levied debt service non-ad valorem special assessments (“Debt Assessments”) in the amounts shown in the FY 2026-2027 Budget;

WHEREAS, the District adopted an assessment roll as maintained in the office of the District Manager, available for review, and incorporated as a material part of this Resolution by this reference (“Assessment Roll”);

WHEREAS, it is in the best interests of the District to certify the Assessment Roll to the Tax Collector pursuant to the Uniform Method; and

WHEREAS, it is in the best interests of the District to permit the District Manager to amend the Assessment Roll, including the property certified to the Tax Collector by this Resolution, as the Property Appraiser updates the property roll, for such time as authorized by Florida law.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD:

Section 1. Benefit from Activities and O&M Assessments. The provision of the activities described in the FY 2026-2027 Budget confer a special and peculiar benefit to the lands within the District, which benefits exceed or equal the O&M Assessments allocated to such lands. The allocation of the expenses of the activities to the specially benefited lands is shown in the FY 2026-2027 Budget and in the Assessment Roll.

Section 2. O&M Assessments Imposition. Pursuant to Chapter 190, Florida Statutes and procedures authorized by Florida law for the levy and collection of special assessments, the O&M Assessments are hereby imposed and levied on benefited lands within the District in accordance with the FY 2026-2027 Budget and Assessment Roll. The lien of the O&M Assessments imposed and levied by this Resolution shall be effective upon passage of this Resolution.

Section 3. Collection and Enforcement of District Assessments.
Uniform Method for all Debt Assessments and all O&M Assessments. The collection of all Debt Assessments and all O&M Assessments for all lands within the District, shall be at the same time and in the same manner as County taxes in accordance with the Uniform Method, as set forth in the Assessment Roll. All assessments collected by the Tax Collector shall be due, payable, and enforced pursuant to Chapter 197, Florida Statutes.

Future Collection Methods. The decision to collect special assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.

Section 4. Certification of Assessment Roll. The Assessment Roll is hereby certified and authorized to be transmitted to the Tax Collector.

Page 2 of 3
4933-5781-3181, v. 1

Section 5. Assessment Roll Amendment. The District Manager shall keep apprised of all updates made to the County property roll by the Property Appraiser after the date of this Resolution and shall amend the Assessment Roll in accordance with any such updates, for such time as authorized by Florida law. After any amendment of the Assessment Roll, the District Manager shall file the updates to the tax roll in the District records.

Section 6. Assessment Challenges. The adoption of this Resolution shall be the final determination of all issues related to the O&M Assessments as it relates to property owners whose benefited property is subject to the O&M Assessments (including, but not limited to, the determination of special benefit and fair apportionment to the assessed property, the method of apportionment, the maximum rate of the O&M Assessments, and the levy, collection, and lien of the O&M Assessments), unless proper steps shall be initiated in a court of competent jurisdiction to secure relief within 30 days from adoption date of this Resolution.

Section 7. Procedural Irregularities. Any informality or irregularity in the proceedings in connection with the levy of the O&M Assessments shall not affect the validity of the same after the adoption of this Resolution, and any O&M Assessments as finally approved shall be competent and sufficient evidence that such O&M Assessment was duly levied, that the O&M Assessment was duly made and adopted, and that all other proceedings adequate to such O&M Assessment were duly had, taken, and performed as required.

Section 8. Severability. 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.

Section 9. Effective Date. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board.

Passed and Adopted on August 20, 2026.

Attested By:

Print Name:	
Secretary/Assistant Secretary	Live Oak No. 2
Community Development District

Print Name:	
Chair/Vice Chair of the Board of Supervisors	

Exhibit A: FY 2026-2027 Budget

Page 3 of 3
4933-5781-3181, v. 1

RESOLUTION 2026-05

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE LIVE OAK II COMMUNITY DEVELOPMENT DISTRICT ADOPTING GOALS, OBJECTIVES, AND PERFORMANCE MEASURES AND STANDARDS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Live Oak II Community Development District (the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes; and

WHEREAS, effective July 1, 2024, the Florida Legislature adopted House Bill 7013, codified as Chapter 2024-136, Laws of Florida (“HB 7013”) and creating Section 189.0694, Florida Statutes; and
WHEREAS, pursuant to HB 7013 and Section 189.0694, Florida Statutes, beginning October 1, 2024, the District shall establish goals and objectives for the District and create performance measures and standards to evaluate the District’s achievement of those goals and objectives; and
WHEREAS, the District Manager has prepared the attached goals, objectives, and performance measures and standards and presented them to the Board of the District; and

WHEREAS, the District’s Board of Supervisors (“Board”) finds that it is in the best interests of the District to adopt by resolution the attached goals, objectives and performance measures and standards.
NOW,  THEREFORE,  BE  IT  RESOLVED  BY  THE  BOARD OF SUPERVISORS OF THE LIVE OAK II COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. The recitals so stated are true and correct and by this reference are incorporated into and form a material part of this Resolution.
SECTION 2. The District Board of Supervisors hereby adopts the goals, objectives and performance measures and standards as provided in Exhibit A. The District Manager shall take all actions to comply with Section 189.0694, Florida Statutes, and shall prepare an annual report regarding the District’s success or failure in achieving the adopted goals and objectives for consideration by the Board of the District.
SECTION 3. If any provision of this resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.
SECTION 4. This resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.
1

PASSED AND ADOPTED this 20th day of August 2026.

ATTEST:	LIVE OAK II
COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chair, Board of Supervisors

Exhibit A: Performance Measures/Standards and Annual Reporting

2

Memorandum

To:	Board of Supervisors

From: Kristee Cole

Date:  August 20, 2026

RE:	HB7013 – Special Districts Performance Measures and Standards

To enhance accountability and transparency, new regulations were established for all special districts, by the Florida Legislature, during its 2024 legislative session. Starting on October 1, 2024, or by the end of the first full fiscal year after its creation (whichever comes later), each special district must establish goals and objectives for each program and activity, as well as develop performance measures and standards to assess the achievement of these goals and objectives. Additionally, by December 1 each year (initial report due on December 1, 2026), each special district is required to publish an annual report on its website, detailing the goals and objectives achieved, the performance measures and standards used, and any goals or objectives that were not achieved.

District Management has identified the following key categories to focus on for Fiscal Year 2027 and develop statutorily compliant goals for each:

Community Communication and Engagement
Infrastructure and Facilities Maintenance
Financial Transparency and Accountability

Additionally, special districts must provide an annual reporting form to share with the public that reflects whether the goals and objectives were met for the year. District Management has streamlined these requirements into a single document that meets both the statutory requirements for goal/objective setting and annual reporting.

The proposed goals/objectives and the annual reporting form are attached as exhibit A to this memo. District Management recommends that the Board of Supervisors adopt these goals and objectives to maintain compliance with HB7013 and further enhance its commitment to the accountability and transparency of the District.

Exhibit A:
Goals, Objectives, and Annual Reporting Form

Live Oak II Community Development District (“District”) Performance Measures/Standards & Annual Reporting Form

October 1, 2026 – September 30, 2027

 ​Community Communication and Engagement Goal 1.1: Public Meetings Compliance
Objective: Hold at least three regular Board of Supervisor (“Board”) meetings per year to conduct District-related business and discuss community needs.
Measurement: Number of public Board meetings held annually as evidenced by meeting minutes and legal advertisements.
Standard: A minimum of four Board meetings were held during the fiscal year.
Achieved: Yes ☐ No ☐
Goal 1.2: Notice of Meetings Compliance
Objective: Provide public notice of each meeting in accordance with Florida Statutes, using at least two communication methods.
Measurement: Timeliness and method of meeting notices as evidenced by posting to the District’s website, publishing in local newspaper of general circulation, and or via electronic communication.
Standard: 100% of meetings were advertised in accordance with Florida Statutes on at least two mediums (e.g., newspaper, District website, electronic communications).
Achieved: Yes ☐ No ☐
Goal 1.3: Access to Records Compliance
Objective: Ensure that meeting minutes and other public records are readily available and easily accessible to the public by completing monthly District website checks.
Measurement: Monthly website reviews will be completed to ensure meeting minutes and other public records are up to date as evidenced by District Management’s records. Standard: 100% of monthly website checks were completed by District Management or third party vendor.
Achieved: Yes ☐ No ☐

 ​Infrastructure and Facilities Maintenance
Goal 2.1: Field Management and/or District Management Site Inspections Objective: Field manager and/or district manager will conduct inspections per District Management services agreement to ensure safety and proper functioning of the District’s infrastructure. Measurement: Field manager and/or district manager visits were successfully completed per management agreement as evidenced by field manager and/or district manager’s reports, notes or other record keeping method.
Standard: 100% of site visits were successfully completed as described within District Management services agreement
Achieved: Yes ☐ No ☐
Goal 2.2: District Infrastructure and Facilities Inspections
Objective: District Engineer will conduct an annual inspection of the District’s infrastructure and related systems.
Measurement: A minimum of one inspection completed per year as evidenced by district engineer’s report related to District’s infrastructure and related systems.
Standard: Minimum of one inspection was completed in the fiscal year by the District’s engineer.

 ​Financial Transparency and Accountability Goal 3.1: Annual Budget Preparation
Objective: Prepare and approve the annual proposed budget by June 15 and final budget was adopted by September 30 each year.
Measurement: Proposed budget was approved by the Board before June 15 and final budget was adopted by September 30 as evidenced by meeting minutes and budget documents listed on the District’s website and/or within District records.
Standard: 100% of budget approval & adoption were completed by the statutory deadlines and posted to the District’s website.
Achieved: Yes ☐ No ☐
Goal 3.2: Financial Reports
Objective: Publish to the District’s website the most recent versions of the following documents: Florida Auditor General link (https://flauditor.gov/) to obtain current and past Annual audit, current fiscal year budget with any amendments, and most recent financials within the latest agenda package.
Measurement: Florida Auditor General link (https://flauditor.gov/) to the Annual audit, previous years’ budgets, and financials are accessible to the public as evidenced by corresponding documents on the District’s website.
Standard: District’s website contains 100% of the following information: Department of Financial Services link to obtain Annual audit, most recent adopted/amended fiscal year budget, and most recent agenda package with updated financials.
Achieved: Yes ☐ No ☐
Goal 3.3: Annual Financial Audit
Objective: Conduct an annual independent financial audit per statutory requirements and publish the Florida Auditor General link (https://flauditor.gov/) to the results to the District’s website for public inspection, and transmit to the State of Florida.
Measurement: Timeliness of audit completion and publication as evidenced by meeting minutes showing Board approval and annual audit is available on the District’s website and transmitted to the State of Florida.
Standard: Audit was completed by an independent auditing firm per statutory requirements and results were posted to the District’s website and transmitted to the State of Florida.
Achieved: Yes ☐ No ☐
SIGNATURES:
Chair/Vice Chair: 		Date: 	 Printed Name: 	
Live Oak II Community Development District

District Manager: 		Date: 	 Printed Name: 	
Live Oak II Community Development District

RESOLUTION 2026-06

A RESOLUTION OF THE BOARD OF SUPERVISORS OF LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT DESIGNATING DATES, TIME AND LOCATION FOR REGULAR MEETINGS OF THE BOARD OF SUPERVISORS FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2026, AND ENDING SEPTEMBER 30, 2027, AND PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, Live Oak No. 2 Community Development District (the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Hillsborough County, Florida; and

WHEREAS, the District’s Board of Supervisors (the “Board”), is statutorily authorized to exercise the powers granted to the District; and

WHEREAS, all meetings of the Board shall be open to the public and governed by the provisions of Chapter 286, Florida Statutes; and

WHEREAS, the District is required by Florida law to prepare an annual schedule of its regular public meetings which designates the date, time, and location of the District’s meetings; and

WHEREAS, the Board is statutorily required to file annually, with the local governing authority and the Florida Department of Commerce, a schedule of its regular meetings.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT THAT:

Section 1. The annual public meeting schedule of the Board of Supervisors for the Fiscal Year beginning October 1, 2026, and ending on September 30, 2027 (the “FY 2026/2027”) attached hereto and incorporated by reference herein as Exhibit A is hereby approved and will be published and filed in accordance with the requirements of Florida law.

Section 2. The District Manager is hereby directed to submit a copy of the FY 2026/2027 annual public meeting schedule to Hillsborough County and the Department of Commerce.

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

Passed and Adopted on August 20, 2026.

ATTEST:	LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT

Name:		Name:	
Secretary/Assistant Secretary	Chair/Vice Chair of the Board of Supervisors

Exhibit A
Notice of Meetings Fiscal Year 2026/2027
Live Oak No. 2 Community Development District
As required by Chapters 189 and 190 of Florida Statutes, notice is hereby given that the Fiscal Year 2026/2027 Regular Meetings of the Board of Supervisors of the Live Oak No. 2 Community Development District shall beheld at 7:00 p.m. at the Live Oak Clubhouse, 9401 Oak Preserve Boulevard, Tampa, Florida 33647. The meeting dates are as follows:

January 21, 2027
May 20, 2027
August 19, 2027
September 16, 2027

The meetings will be open to the public and will be conducted in accordance with the provisions of Florida Law for community development districts. Any meeting may be continued with no additional notice to a date, time and place to be specified on the record at a meeting. A copy of the agenda for the meetings listed above may be obtained from Inframark, 2005 Pan Am Circle, Suite 300, Tampa, Florida 33607 at (813) 382-7355, one week prior to the meeting.
Theremay be occasions when one or more supervisors will participate by telephone or other remote device.
In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations at this meeting because of a disability or physical impairment should contact Inframark at (813) 382-7355. If you are hearing or speech impaired, please contact the Florida Relay Service at 711 for aid in contacting the District Office at least forty-eight (48) hours prior to the date of the hearing and meeting.
Each person who decides to appeal any action taken at the meetings is advised that the person will need a record of proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including the testimony and evidence upon which such appeal isto be based.

Inframark Kristee Cole
District Management

Publish: September 4, 2026 (Business Observer – Hillsborough County)

Steadfast Alliance Suite 102
San Antonio FL 33576 US

ESTIMATE
DATE	DUE	ESTIMATE #
8/4/2026	9/3/2026

BILL TO
Live Oak CDD c/o Inframark 2005 Pan am Circle, Suite 300

DESCRIPTION	QTY	RATE	AMOUNT

Tampa FL 33607

Installation of plantings per the provided planting schedule. 12-1:
700 BR Gulfcoast Spikerush (Eleocharis cellulosa) 75 BR Arrowhead (Sagittaria lancifolia)
75 BR Pickerelweed (Pontederia cordata)

12-2:
700 BR Gulfcoast Spikerush (Eleocharis cellulosa) 75 BR Arrowhead (Sagittaria lancifolia)
75 BR Pickerelweed (Pontederia cordata)

12-3:
300 BR Gulfcoast Spikerush (Eleocharis cellulosa) 35 BR Arrowhead (Sagittaria lancifolia)
35 BR Pickerelweed (Pontederia cordata)

13-1:
900 BR Gulfcoast Spikerush (Eleocharis cellulosa) 95 BR Arrowhead (Sagittaria lancifolia)
95 BR Pickerelweed (Pontederia cordata)

SHIP TO
20511 Carolina Cherry Court Tampa Florida 33647 United States

1.00	6,232.00	6,232.00

I HEREBY CERTIFY that I am the Client/Owner of record of the property which is the subject of this proposal and hereby authorize the performance of the services as described herein and agree to pay
the charges resulting thereby as identified above. I warrant and represent that I am authorized to enter into this Agreement as Client/Owner.

TOTAL	6,232.00

Accepted this 	day of 	, 20	.

Signature: 	

Printed Name and Title: 	

Representing (Name of Firm): 	

Steadfast Alliance Suite 102
San Antonio FL 33576 US

ESTIMATE
DATE	DUE	ESTIMATE #
8/4/2026	9/3/2026

BILL TO
Live Oak CDD c/o Inframark 2005 Pan am Circle, Suite 300
Tampa FL 33607

SHIP TO
20511 Carolina Cherry Court Tampa Florida 33647 United States

DESCRIPTION	QTY	RATE	AMOUNT

Repair of the HIGH & MEDIUM PRIORITY disturbed and washed out areas along pond banks identified on provided engineer's map.Pond Bank Repair	1.00	0.00	0.00	

Provide labor, equipment, and materials to repair all identified High and Medium				
Priority shoreline erosion areas at Pond 12-1. Work includes excavation and				
reconstruction of failed shoreline sections, regrading of eroded banks, placement and				
compaction of a combination of suitable onsite material and imported clean fill, installation of FDOT Type II Turf Reinforcement Mat (TRM), topsoil placement, sod	1.00	59,450.00	59,450.00	
installation, and restoration of disturbed areas to establish a stable, vegetated				
shoreline in accordance with the engineer's recommendations.				

Provide labor, equipment, and materials to repair all identified High and Medium				
Priority shoreline erosion areas at Pond 12-2. Work includes excavation, bank				
reconstruction, regrading of shoreline slopes, placement and compaction of suitable				
onsite and imported clean fill, installation of FDOT Type II Turf Reinforcement Mat (TRM), topsoil placement, sod installation, and restoration of all disturbed areas to	1.00	57,400.00	57,400.00	
provide long-term shoreline stabilization in accordance with the engineer's				
recommendations.				

Provide labor, equipment, and materials to repair all identified High and Medium				
Priority erosion areas at Pond 14-5. Work includes reconstruction and stabilization of				
shoreline slopes, culvert outfall stabilization utilizing riprap and filter fabric where				
specified, placement and compaction of suitable onsite and imported clean fill, finish grading of shoreline banks, installation of FDOT Type II Turf Reinforcement Mat	1.00	73,800.00	73,800.00	
(TRM), topsoil placement, installation of sod, and restoration of all disturbed areas in				
accordance with the engineer's recommendations.				

Steadfast Alliance Suite 102
San Antonio FL 33576 US

ESTIMATE
DATE	DUE	ESTIMATE #
8/4/2026	9/3/2026

BILL TO
Live Oak CDD c/o Inframark 2005 Pan am Circle, Suite 300

DESCRIPTION	QTY	RATE	AMOUNT

Tampa FL 33607

30% deposit required due before the commencement of work for purchase of material. Watering of sod not included within this scope.
Pricing is subject to change if any scope of work within this proposal is modified. This includes additional work proposed or deletions proposed which causes any changes to this proposal should they be requested by the customer. Any changes must be approved by the customer and our office prior to final scheduling and mobilization of crew and equipment to avoid additional fees and mobilization charges.

SHIP TO
20511 Carolina Cherry Court Tampa Florida 33647 United States

1.00	0.00	0.00

I HEREBY CERTIFY that I am the Client/Owner of record of the property which is the subject of this proposal and hereby authorize the performance of the services as described herein and agree to pay
the charges resulting thereby as identified above. I warrant and represent that I am authorized to enter into this Agreement as Client/Owner.

TOTAL	190,650.00

Accepted this 	day of 	, 20	.

Signature: 	

Printed Name and Title: 	

Representing (Name of Firm): 	

Steadfast Alliance Suite 102
San Antonio FL 33576 US

ESTIMATE
DATE	DUE	ESTIMATE #
8/4/2026	9/3/2026

BILL TO
Live Oak CDD c/o Inframark 2005 Pan Am Circle, Suite 300

DESCRIPTION	QTY	RATE	AMOUNT

Tampa FL 33607

Repair of the HIGH PRIORITY disturbed and washed out areas along pond banks identified on provided engineer's map.

SHIP TO
20511 Carolina Cherry Court Tampa Florida 33647 United States

1.00	0.00	0.00

Pond 12-1

Provide labor, equipment, and materials to repair the identified High Priority shoreline erosion areas at Pond 12-1. Work includes excavation and removal of unstable bank material, reconstruction of failed slopes using a combination of suitable onsite material and imported clean fill, compaction of fill, finish grading, installation of FDOT Type II Turf Reinforcement Mat (TRM), placement of topsoil, installation of sod, and restoration of disturbed areas in accordance with the engineer's recommendations.

1.00	35,875.00	35,875.00

Pond 12-2

Provide labor, equipment, and materials to repair the identified High Priority shoreline erosion areas at Pond 12-2. Work includes excavation of failed bank sections, placement and compaction of suitable onsite and imported clean fill, finish grading, installation of FDOT Type II Turf Reinforcement Mat (TRM), placement of topsoil, installation of sod, and restoration of disturbed areas in accordance with the engineer's recommendations.

1.00	35,875.00	35,875.00

Pond 14-5

Provide labor, equipment, and materials to repair the identified High Priority erosion areas at Pond 14-5, including stabilization of shoreline slopes surrounding the designated culvert outfalls. Work includes excavation of failed bank sections, reconstruction of slopes using suitable onsite and imported clean fill, compaction, installation of riprap over filter fabric at designated culvert locations, finish grading, installation of FDOT Type II Turf Reinforcement Mat (TRM), placement of topsoil, installation of sod, and restoration of disturbed areas in accordance with the engineer's recommendations.

1.00	53,177.00	53,177.00

Steadfast Alliance Suite 102
San Antonio FL 33576 US

ESTIMATE
DATE	DUE	ESTIMATE #
8/4/2026	9/3/2026

BILL TO
Live Oak CDD c/o Inframark 2005 Pan Am Circle, Suite 300

DESCRIPTION	QTY	RATE	AMOUNT

Tampa FL 33607

30% deposit required due before the commencement of work for purchase of material. Watering of sod not included within this scope.
Pricing is subject to change if any scope of work within this proposal is modified. This includes additional work proposed or deletions proposed which causes any changes to this proposal should they be requested by the customer. Any changes must be approved by the customer and our office prior to final scheduling and mobilization of crew and equipment to avoid additional fees and mobilization charges.

SHIP TO
20511 Carolina Cherry Court Tampa Florida 33647 United States

1.00	0.00	0.00

I HEREBY CERTIFY that I am the Client/Owner of record of the property which is the subject of this proposal and hereby authorize the performance of the services as described herein and agree to pay
the charges resulting thereby as identified above. I warrant and represent that I am authorized to enter into this Agreement as Client/Owner.

TOTAL	124,927.00

Accepted this 	day of 	, 20	.

Signature: 	

Printed Name and Title: 	

Representing (Name of Firm): 	

One-Time Work Order Agreement

Customer Name: Live Oak No 2 CDD
Property Contact: Kristee Cole
Work Order Description: Lakebank Restoration Premier Lakes Consultant: Alex Kurth Consultant Phone Number: 239-707-1575

This Agreement, dated July 30th, 2026, is made by and between Premier Lakes, Inc., hereinafter known as “Premier Lakes,” and Live Oak No. 2 CDD, hereinafter known as “Customer.”

Both Customer and Premier Lakes agree to the following terms and conditions:

General Conditions: Premier Lakes will provide the contract services enumerated below to the Customer under the terms and conditions of this Agreement, and the Customer agrees to pay Premier Lakes for those services as listed below under the terms and conditions of this agreement.

Service Area: The “Service Area” is described as 12-1, 12-2, and 14-5.

One-Time Services: Premier Lakes will perform lakebank restoration as follows:

Lake 12-1
Grade 9,200 sqft of lake bank with ﬁll sourced from the lake.
Install 9,200 sqft of TRM material with hydroseeding.
Lake 12-2
Grade 12,200 sqft of lake bank with ﬁll sourced from the lake.
Install 12,200 sqft of TRM material with hydroseeding.
Lake 14-5
Grade 9,200 sqft of lake bank with ﬁll sourced from the lake.
Install 9,200 sqft of TRM material with hydroseeding.
Stabilize and rip rap culvert outﬂows
All repairs to follow engineers recommendations as provided.

Payment Terms: The total agreement amount is $193,000.00. A 50% deposit is due upon the execution of this agreement. The remaining 50% will be invoiced upon completion of services. The customer agrees to pay Premier Lakes within thirty (30) days of the invoice. If the customer fails to pay any invoice within sixty (60) days of the invoice date, then a service charge of 1% per month (12% per annum) will be charged to the customer by Premier Lakes on balances not paid within sixty (60) days.

79

Forms of Payment: Premier Lakes accepts payment by check.

Contract Void Ab Initio: This contract will be void ab initio if Premier Lakes, in its sole discretion, determines that the condition of the Service Area has materially declined between the date of this Agreement and the commencement date of the Agreement. If Premier Lakes commences services under this Agreement, this paragraph will not apply.

Force Majeure: Premier Lakes shall not be liable for any delay in performing the Services nor for any failure to provide the Services due to any cause beyond its reasonable control.

Enforcement and Governing Law: A default by either Party under this agreement shall entitle the other Party to all remedies available at law or in equity, which shall include, but not be limited to, the right to damages and injunctive relief under Florida law.

Safety: Premier Lakes agrees to use its best efforts and specialized equipment, products, and procedures to provide safe and effective results hereunder, and Premier Lakes will use all due care to protect the property of the Customer. Premier Lakes will not be liable for plant damage due to disease, pestilence, ﬂood, weather, or any other means unrelated to Premier Lakes' activities. In addition, some collateral damage to beneﬁcial plants might be necessary to treat nuisance plants. Premier Lakes will use its best efforts and professional expertise to limit any damage to beneﬁcial plants, but in no event will Premier Lakes be liable for collateral damage that is less than ten percent (10%) of the beneﬁcial plant population.

Insurance: Premier Lakes will maintain general liability and other insurances as necessary, given the scope and nature of the services. Premier Lakes will be responsible for those damages, claims, causes of action, injuries, or legal costs to the extent of its direct negligence or misconduct. No party to this agreement will be liable to the other for incidental, consequential, or purely economic damages.

E-Verify: Premier Lakes utilizes the federal E-Verify program in contracts with public employers as required by Florida State Law and acknowledges all the provisions of Florida Statute 448.095 are incorporated herein by reference and hereby certiﬁes it will comply with the same.

Limited Offer: This proposal expires sixty (60) days from the issuance date unless modiﬁed in writing by Premier Lakes.

80

Total Agreement Amount:  $193,000.00

Accepted and Approved:

Live Oak No 2 CDD Signature:
Printed Name:

Title:

Date:

Customer Address for Notice Purposes:

Premier Lakes, Inc. Signature:
Name: Alex Kurth Title: President Date:

Please Remit All Payments & Contracts to: 1936 Bruce B Downs Blvd, Suite 308, Wesley Chapel, FL 33544.

81

One-Time Work Order Agreement

Customer Name: Live Oak No 2 CDD
Property Contact: Kristee Cole
Work Order Description: Littoral Plantings Premier Lakes Consultant: Alex Kurth Consultant Phone Number: 239-707-1575

This Agreement, dated July 30th, 2026, is made by and between Premier Lakes, Inc., hereinafter known as “Premier Lakes,” and Live Oak No. 2 CDD, hereinafter known as “Customer.”

Both Customer and Premier Lakes agree to the following terms and conditions:

General Conditions: Premier Lakes will provide the contract services enumerated below to the Customer under the terms and conditions of this Agreement, and the Customer agrees to pay Premier Lakes for those services as listed below under the terms and conditions of this agreement.

Service Area: The “Service Area” is described as 12-1, 12-2, 12-3, and 13-1

One-Time Services: Premier Lakes will perform littoral planting of 3,160 plants as follows:

a.

Payment Terms: The total agreement amount is $3,950.00. A 50% deposit is due upon the execution of this agreement. The remaining 50% will be invoiced upon completion of services. The customer agrees to pay Premier Lakes within thirty (30) days of the invoice. If the customer fails to pay any invoice within sixty (60) days of the invoice date, then a service charge of 1% per month (12% per annum) will be charged to the customer by Premier Lakes on balances not paid within sixty (60) days.

82

Forms of Payment: Premier Lakes accepts payment by check.

Contract Void Ab Initio: This contract will be void ab initio if Premier Lakes, in its sole discretion, determines that the condition of the Service Area has materially declined between the date of this Agreement and the commencement date of the Agreement. If Premier Lakes commences services under this Agreement, this paragraph will not apply.

Force Majeure: Premier Lakes shall not be liable for any delay in performing the Services nor for any failure to provide the Services due to any cause beyond its reasonable control.

Enforcement and Governing Law: A default by either Party under this agreement shall entitle the other Party to all remedies available at law or in equity, which shall include, but not be limited to, the right to damages and injunctive relief under Florida law.

Safety: Premier Lakes agrees to use its best efforts and specialized equipment, products, and procedures to provide safe and effective results hereunder, and Premier Lakes will use all due care to protect the property of the Customer. Premier Lakes will not be liable for plant damage due to disease, pestilence, ﬂood, weather, or any other means unrelated to Premier Lakes' activities. In addition, some collateral damage to beneﬁcial plants might be necessary to treat nuisance plants. Premier Lakes will use its best efforts and professional expertise to limit any damage to beneﬁcial plants, but in no event will Premier Lakes be liable for collateral damage that is less than ten percent (10%) of the beneﬁcial plant population.

Insurance: Premier Lakes will maintain general liability and other insurances as necessary, given the scope and nature of the services. Premier Lakes will be responsible for those damages, claims, causes of action, injuries, or legal costs to the extent of its direct negligence or misconduct. No party to this agreement will be liable to the other for incidental, consequential, or purely economic damages.

E-Verify: Premier Lakes utilizes the federal E-Verify program in contracts with public employers as required by Florida State Law and acknowledges all the provisions of Florida Statute 448.095 are incorporated herein by reference and hereby certiﬁes it will comply with the same.

Limited Offer: This proposal expires sixty (60) days from the issuance date unless modiﬁed in writing by Premier Lakes.

83

Total Agreement Amount:  $3,950.00

Accepted and Approved:

Live Oak No 2 CDD Signature:
Printed Name:

Title:

Date:

Customer Address for Notice Purposes:

Premier Lakes, Inc. Signature:
Name: Alex Kurth Title: President Date:

Please Remit All Payments & Contracts to: 1936 Bruce B Downs Blvd, Suite 308, Wesley Chapel, FL 33544.

84

PROPOSAL
Live Oak CDD
Pond Erosion Repairs 8/7/2026

Remediate erosion on ponds 12-1, 12-2, and 14-5 in accordance with	
recommendations provided by District Engineer in report dated	
5/13/26.	

"High Priority" repairs to include:	
- removal of vegetation, unstable and/or compromised material	
- regrading to provide 8:1 slope (or flatter)	
- clean fill to be provided as needed	
- placement of turf reinforcement mat (P300 LW)	
- top soil fill	
- bahia sod	

"Medium Priority" repairs to include:	
- removal of vegetation, unstable and/or compromised material	
- regrading to provide 8:1 slope (or flatter)	
- clean fill to be provided as needed	
- bahia sod	

"MES/FES" repairs to include	
- removal of unstable and/or compromised soil material	
- removal of concrete rubble and other non native materials	
- regrade slopes to original design	
- clean fill to be provided as needed	
- placement of turf reinforcement mat (P300 LW)	
- top soil	
- bahia sod	
- mirafi 500X fabric and rip rap	

Pond 12-1	
High Priority	210 LF	
Medium Priority	240 LF	

	
$160/LF	$33,600	
$100/LF	$24,000	

Pond 12-2				
High Priority	2	220 LF	$160/LF	$35,200	
Medium Priority	350 LF	$100/LF	$35,000	

Pond 14-5
High Priority	2210 LF	$250/LF	$52,500 (MES/FES repairs)

Medium Priority	400 LF	$100/LF	$40,000	

Staging area and access path restoration	$25,000

Total	$245,300	

Notes:	
- pricing based on unencumbered access to work locations via CDD	
drainage easements	
- watering of sod is not included	
- construction materials testing is not included	
- mutually agreed upon CDD common area to be utilized for	
staging materials	

LIVE OAK 2 CDD
Tampa, FL

Proposal for Pond Erosion Repair Services

Contractor Qualifications………………………………………………………………………………………..	Page	2	
Company Profile……………………………………………………………………………………………………	Page	2	
Safety and Training................................................................................................. ……………..	Page	3	
QA/QC……………………………………………………………………………………………………..………….	Page	3	
Personnel Qualifications/ Professional Licenses.................................................... ……………..	Page	4	
Relevant Experience............................................................................................... ……………..	Page	6	

1

Contractor Qualifications
Crosscreek Environmental, Inc. is a leader in quality lake and wetland management services. We strive to develop environmentally conscious methods of providing aquatic waterway management. Our staff of highly trained and licensed technicians and service managers are ready to provide quality service and complete customer satisfaction. Our offices are conveniently located near your community and will be staffed with adequate equipment and personnel to complete this project. This proposal provides the professional credentials of our staff, as well as examples of relevant experience demonstrating our ability to handle a project of this nature.

Company Profile
Crosscreek Environmental, Inc. is a full-scale restoration company located in Southwest Florida. With over 75 years of combined experience, Crosscreek Environmental provides comprehensive, environmentally friendly, expert solutions for maintaining the beauty and health of Florida's ponds, lakes, wetlands, and shorelines. Our licensed, certified, and highly qualified team provides a full roster of services for stabilization, restoration, management, and maintenance of these valuable waterways. We serve developers, government municipalities, homeowners associations, and management companies, successfully implementing the entire project lifecycle. From engineering and design to permitting, installation, management, and maintenance, we're helping our clients restore, protect, and manage Florida's most valuable resource: water.
Our extensive repeat business testifies to our reliability and expertise, and we're determined to earn new business through rapid response, quick turnaround, generous communications, consistent follow-up, and
successful results. Our commitment to excellent customer knowledge, experience, and one-stop services including:	service	is	backed	by	solid	scientific	
Lake bank restoration
Lake maintenance
Erosion control
Wetland Mitigation
Wetland creation
Wetland management
Wetland maintenance
Littoral shelf planting
Florida native nursery
Florida native plants
Shoreline restoration
Shoreline erosion control
Fountain installation
Fountain maintenance
Aeration installation
Aeration maintenance							
						2	

Equipment & Tools
Crosscreek Environmental has one of the most extensive and diversified groups of equipment that has been custom designed for Shoreline Restoration and Pond/Wetland Management. This includes:

10 Hydraulic Dredges
1 Full size Dredge (Truxor)
50 4-wheel drive Pickup Trucks
3 Dump Trailers- 10 yd capacity each
3 Skid Steers
12 Custom Built Spray Machines
2 12inch Woodchippers
3 Menzi Muck Machines
6 Custom Built Spray-Rigged Airboats & John Boats
Chainsaws, machetes and other applicable tools

Safety and Training
Some divisions of Crosscreek Environmental, Inc work in potentially very hazardous conditions. There is no job so important, no service so urgent, that we cannot take time to perform our jobs safely. Safety will always be a critical and paramount part of our company’s culture.
Rigorous safety and training programs are fundamental to our business philosophy. We are an active participant in numerous national and industry-specific safety organizations and have an active Safety Program. Safety is one of the key measures in our staff’s annual performance ratings. We at Crosscreek Environmental, Inc. also have a drug-free workplace with a zero-tolerance policy.

A core training program is completed by all staff before project start-up wherein safety is a major component. This training is reinforced throughout the year with formal monthly safety meetings, as well as weekly field training and daily briefings. The training includes classroom and practical sessions to ensure ‘book’ learning is converted into knowledge that is used in the field.

QA/QC and Customer Service
Our Quality Assurance and Quality Control Programs are second-to-none. Crosscreek Environmental, Inc. is dedicated to continuous improvement in all facets of our operations, evaluating even those that are performing well, to ensure there are no further improvements that can be made. We continually strive to identify better processes, materials, and procedures for accomplishing our work. One of our core business philosophies is to continually look to the future and anticipate problems that may arise and be ready with the appropriate solution.

3

When the restoration crew is on-site, they will make any additional notes that they feel are relative to ensuring the health of the waterways of your community. If there are any issues which need immediate attention the applicator will notify the general manager and he will assign the proper person to take a firsthand look at the issue or he will look for himself. When issues have been noted and observed by the project or general manager, issues will be immediately brought to the property manager’s attention.

Personnel Qualifications/Professional Licenses
All Crosscreek Environmental managers and spray technicians are required to be licensed to apply pesticides within the state they are working in and are trained annually in identification and application techniques for aquatic vegetation management. Some personnel credentials available for this project are:
Licenses
Aquatic, Right-of-Way, Demonstration and Research, and Natural Areas
Florida Public Health Pest Control • Florida DEP Stormwater Management Inspector
Educational Degrees
Bachelors in Fisheries Biology and General Biology
Bachelors in Limnology (Water Chemistry)
Bachelors in Environmental Horticulture
Bachelors in Environmental Science and Policy

Project Management

Carlton Campbell/ President/ CEO
Mr. Campbell has over Thirty (30) years in the environmental field. He was the co-founder of Aquatic Plants of Florida in 1996 and later founded Crosscreek Environmental. He attended South Florida University where he received a degree in Environmental Science. Carlton is a hands-on President and wants to always make sure his customers are happy, and his employees are taken care of.
Derek Wagner/ General Manager
Mr. Wagner has twenty (20) years’ experience with erosion control and aquatic/wetland vegetation and management and is the General Manager of Crosscreek Environmental. He oversees all operations of the company including sales and budgeting of projects and is certified as a Stormwater Management Inspector. His experience and training allow him to act as resident biologist for this project.

4

George Bowling / Sales Manager

Mr. Bowling has been in the industry serving the stormwater community for over twenty-five (25) years. He is fully trained in identifying customers’ needs and helping them develop the appropriate plan to manage their needs. He is also fully licensed and trained in aquatic & natural areas herbicide applications. His experience provides a unique opportunity for all customers and their daily stormwater needs.
Matt Jones/ Operations Manager
Mr. Jones has over five (5) years of industry experience with pond maintenance and restoration of shorelines. He oversees all daily operations including scheduling and staffing. Mr. Jones also coordinates all customer interactions from project planning to final walk through and any follow-up work.
C.J. Greene/ Lead Ecologist
Mr. Greene holds a Bachelors degree in Environmental Science and Policy from the University of South Florida. He has nearly 20 years of experience in Florida ecology, aquatic and terrestrial monitoring and management, along with extensive experience pertaining to environmental permitting, compliance, and management of the complex local, State, and Federal agency regulations.

Crosscreek Environmental is experienced at managing multiple erosion control/wetland/aquatic projects for several customers across Florida. Our managers will simply incorporate this project into the scheduling with other current projects to allow for completion in a timely fashion. Personnel and equipment can be drawn from other locations to ensure the proper staffing for this project. Crosscreek Environmental provides the resources necessary to complete this project in the required timeframe.

5

Relevant Experience
Following are relevant specific references which show the diversity of skills Crosscreek Environmental, Inc. will bring to this project.

JOB TITLE:	ESTERO COUNTRY CLUB / THE VINES
WORK PERFORMED:	RESTORATION OF SHORELINE UTILIZING FABRIC & FILL DIRT WITH RIP RAP SCOPE OF WORK:	PREP WORK OF APPROXIMATELY 2,000 LINEAR FEET OF LAKE BANK
FOR RESTORATION. GRADING OF REPAIRED AREA TO MATCH EXISTING SLOPE. INSTALLATION OF AQUATIC PLANTS AND BAHIA SOD TO STABILIZE AND REPAIR ANY AREA DISTURBED BY INSTALLATION OF GEOTEXTILE.
WORK COMPLETED ON:	MARCH AND APRIL OF 2022 PROJECT TOTAL:	$175,000.00
CONTACT:	ROBERT DUMONT
PHONE:	(630) 352-1979
EMAIL:	BOBBYDUMONT@YAHOO.COM

JOB TITLE:	AUDUBON COUNTRY CLUB/ FOUNDATION
WORK PERFORMED:	RESTORATION OF 1,600 LN FT OF SHORELINE UTILIZING GEOTUBE, RIP RAP, FILL DIRT, GEOWEB REPAIR AND RESTORATION OF SHORELINE USING 7" GEOTUBE. SLOPE GEOTUBE WITH RIP RAP ALONG THE TOE. FILL IN BANK DEPRESSIONS WITH DIRT AND SOD.
WORK COMPLETED ON:	MAY OF 2022 PROJECT TOTAL:	$100,000.00
CONTACT:	GARY SHIREY
PHONE:	(239) 822-7194
EMAIL:	GSHIREY@PRECEDENTMGT.COM

JOB TITLE:	US WATERS
WORK PERFORMED:	RESTORATION OF SHORELINE UTILIZING GEOTUBE
SCOPE OF WORK:	MECHANICALLY RESTORED LAKE BANKS UTILIZING MENZI MUCK, THEN SLOPED AND ADDED RIP RAP TO SEVERAL AREAS ON LAKE BANKS AROUND WATER PLANT.
WORK COMPLETED ON:	JANUARY OF 2023 PROJECT TOTAL:	$211,500.00
CONTACT:	JON VOLPENDESTA
EMAIL:	JVOLPENDESTA@USWATERCORP.NET

6

JOB TITLE:	WATERLEFE
WORK PERFORMED:	VARIOUS TYPES OF EROSION CONTROL, INCLUDING: RIP RAP, GEOTUBE MATTING, FILL & SOD.
SCOPE OF WORK:	INSTALLATION OF APPROXIMATELY 4,000 LINEAR FEET OF GEOTUBE. DOWNSPOUT DRAINS WERE EXTENDED UNDER THE GEOTUBE INTO THE POND. MULTIPLE PLANTINGS AND RIP RAP INSTALLATION.
WORK COMPLETED ON:	ON GOING PROJECT TOTAL:	$400,000+
CONTACT:	RICK SCHAPPACHER
PHONE:	(941) 748-8340
EMAIL:	RICK@SCHAPPACHERENG.COM

JOB TITLE:	CROSS CREEK HOA
WORK PERFORMED:	RESTORATION OF SHORELINE UTILIZING MENZI MUCK
SCOPE OF WORK:	RESTORATION OF APPROXIMATELY 18,000 LINEAR FEET OF SHORELINE UTILIZING MENZI MUCK AND COCONUT FIBER.
RESOD ALL REPAIRED AREAS, MULTIPLE PLANTINGS, AND RIP RAP INSTALLATION.
WORK COMPLETED ON:	ON GOING PROJECT TOTAL:	$1,000,000+
CONTACT:	GEORGE PRIETO
PHONE:	(716) 818-7660
EMAIL:	GPRIETO@PRECEDENTMGT.COM

7

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
Live Oak 2 CDD Shore Shield - Alternative Method

Supply and installation of all labor, equipment and materials needed to install 770 feet (red and yellow areas per the BDI RFP) of 7' FW404 woven geotextile tube to repair and control erosion.
B.E.S.T. installation will include following scope of work:
Prep work of lake bank for installation of B.E.S.T. geotextile tube.
Grading of repaired area to match existing slope.
Installation of coir turf reinforcement matting prior to sod installation.
Installation of Bahia sod to stabilize and repair any area disturbed by installation of B.E.S.T. geotextile tube.
Extending of corrugated drain pipes within work area to waters edge if needed.
Irrigation or other PVC piping is not included and will need to be extended by others.

30% deposit due prior to commencement of work. Amount to be deducted from final invoice.

**It will be the Owners responsibility to keep sod watered once Contract Work has been completed.	

1,690	

65.00	

109,850.00	

Please sign and return if accepted:	Total	$109,850.00	

Date	Estimate #	
8/10/2026	15830	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
Live Oak 2 CDD Shoreline Restoration

Provide all labor, equipment, materials, and incidentals necessary to restore and stabilize approximately 1,360 linear feet of pond shoreline in the areas identified in the Ardurra Engineering Pond Bank Evaluation (red and blue highlighted areas).

Work shall include the excavation and removal of all failed, sloughed, undermined, and otherwise destabilized bank material. At each identified erosion location, the bank shall be excavated landward from the pond lip a horizontal distance equal to four (4) times the vertical drop height at that location and to a depth equal to the drop height, or until all damaged and unstable material has been removed, whichever results in the greater excavation extent. This horizontal setback distance shall be designated as "X." Excavation shall extend a minimum of five (5) feet beyond each side of the visible erosion area to ensure complete removal of compromised soils.

Following excavation, clean imported fill material, free of debris, vegetation, organics, and unsuitable materials, shall be placed in lifts, moisture-conditioned as required, compacted, and graded to establish a stable slope of 8H:1V or flatter, transitioning smoothly from the landward excavation limits to the pond bank and shoreline.

Once grading is complete, a Turf Reinforcement Mat (TRM) meeting the requirements of FDOT Type 2 TRM (E-3) shall be installed in strict accordance with the manufacturer's recommendations, including all required overlaps, anchoring trenches, pins, staples, and staking requirements to ensure long-term slope stability and erosion protection.

Following TRM installation, the mat shall be topsoiled and hydroseeded and/or Bahia sod shall be installed over the prepared surface and secured as necessary to achieve full soil contact and establishment. Crosscreek Environmental shall take all necessary measures to eliminate voids beneath the sod and promote
root-to-soil contact. Damaged areas resulting from construction activities shall be restored to pre-construction condition.

All disturbed areas shall be stabilized upon completion of earthwork operations. Contractor shall maintain erosion and sediment controls throughout construction and perform all work in accordance with applicable local regulations and engineering recommendations.	

1,360	

129.00	

175,440.00	
	Total	

Date	Estimate #	
8/10/2026	15831	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Page 1

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
Assumptions:

-Access to all work areas will be provided and any required easements or access agreements will be secured prior to mobilization.
-Pricing is based on unrestricted access to the shoreline restoration areas.
-Any required permits, easements, or access agreements will be obtained before construction begins.

**Irrigation is highly recommended for newly installed sod**

30% deposit due prior to commencement of work. Amount to be deducted from final invoice.		

0.00	

0.00	

Please sign and return if accepted:	Total	$175,440.00	

Date	Estimate #	
8/10/2026	15831	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Page 2

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
Live Oak 2 CDD Culvert Restoration and Stabilization

Pond 14-5 Culvert Restoration and Stabilization Scope to include the following:

Pond 14-5 Northwest Corner - Provide all labor, equipment, materials, and incidentals necessary to restore and stabilize the failed pond bank adjacent to the culvert outfall located at the northwest corner of Pond 14-5.

Work shall include the removal and disposal of all failed, sloughed, undermined, and otherwise unstable bank material, including any debris, temporary repair materials, and obstructions necessary to expose competent native soil and establish a stable foundation for reconstruction. Particular care shall be taken to protect the existing culvert and mitered end section (MES), which are to remain in place. Crosscreek Environmental shall address undermining beneath the MES by removing unsuitable material and restoring support around the structure.

Clean imported fill material and/or excavated sediment, free of debris, organic matter, and unsuitable soils, shall be furnished and placed as required to restore the pond bank to its original alignment, elevation, and side slopes consistent with the approved construction plans and adjacent undisturbed bank sections. Fill material shall be placed in lifts of 8 to 12 inches and compacted to provide a stable and uniform embankment.

Upon completion of grading, a Turf Reinforcement Mat (TRM) meeting the requirements of FDOT Type 2 TRM (E-3) shall be installed in accordance with the manufacturer's specifications, including all required overlaps, anchoring trenches, pins, staples, and staking requirements. The TRM installation shall begin a minimum of five (5) feet landward of the restored bank crest and extend continuously downslope to a point at least five (5) feet beyond and below the culvert outfall and MES.

The installed TRM shall be backfilled with topsoil and vegetated. As part of this scope, the reinforced slope shall be sodded with Bahia sod, installed in a manner that ensures full contact between the sod and underlying soil and TRM. Contractor shall take all necessary measures to eliminate air voids and promote successful root establishment.

A five-foot (5') wide section centered on the culvert outfall shall remain free of sod. This area shall be protected with Mirafi 500X filter fabric or approved equal, extending a minimum of ten (10) feet downstream from the end of the culvert and keyed into the slope as required. The fabric-protected area shall then be covered	

1	

28,850.00	

28,850.00	
	Total	

Date	Estimate #	
8/10/2026	15832	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Page 1

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
with riprap meeting FDOT Bank and Shore Riprap Specifications to provide armored erosion protection at the discharge location.

Following completion of bank reconstruction and stabilization, accumulated pond bottom material shall be redistributed and graded as necessary to fill and restore the erosion channel that has formed within the pond bottom adjacent to the culvert outfall.

All disturbed areas shall be restored to pre-construction condition. Contractor shall furnish and maintain all required erosion and sediment control measures throughout construction and complete the work in accordance with applicable engineering recommendations, FDOT standards, and local regulatory requirements.

Assumptions:

-Existing culvert pipe and MES are structurally sound and will remain in service.
-Unrestricted access to the repair area will be provided prior to mobilization.
-Any required permits, easements, or access agreements will be obtained before construction begins.

Pond 14-5 North Bank Center Culvert and Western Bank Culvert - Provide all labor, equipment, materials, and incidentals necessary to repair and stabilize the eroded pond banks adjacent to the culvert outfalls located at the center of the north bank and on the western bank of Pond 14-5.

Work shall include the excavation and removal of all compromised, sloughed, undermined, and unstable soil adjacent to each culvert outfall. Excavation shall extend landward from the lip of the erosion area a horizontal distance equal to four (4) times the vertical drop height at each location and continue until all unstable material has been removed. The horizontal distance from the lip face to the landward excavation limit shall be designated as "X." Excavation limits shall extend a minimum of ten (10) feet horizontally on both sides of each culvert to ensure complete removal of compromised material and provide a stable repair area.

Clean imported fill material, free of debris, organic matter, and unsuitable soils, shall be furnished and placed as necessary to reconstruct the eroded embankments. Fill shall be placed in controlled lifts and compacted to create a stable slope of 8H:1V or flatter, extending from the landward limits of excavation to the repaired pond bank and shoreline. Finished grades shall transition				
	Total	

Date	Estimate #	
8/10/2026	15832	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Page 2

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
smoothly into existing undisturbed grades and match the original design intent of the pond bank.

Following grading operations, a Turf Reinforcement Mat (TRM) meeting the requirements of FDOT Type 2 TRM (E-3) shall be installed over the repaired slopes in strict accordance with the manufacturer's recommendations, including all anchoring trenches, overlaps, stakes, staples, and fastening requirements necessary to ensure long-term erosion protection.

After installation, the TRM shall be filled with topsoil and vegetated. As part of this scope, Bahia sod shall be installed over the reinforced slope and watered as necessary to promote establishment. Contractor shall take appropriate measures to ensure full contact between the sod, soil, and TRM and eliminate air pockets that could reduce vegetation survivability.

At each culvert outfall, all compromised material, voids, and concrete rubble located beneath and immediately downstream of the existing mitered end section (MES) shall be removed and disposed of offsite. Clean fill material shall then be placed and compacted to restore the original grades and eliminate scour holes, sumps, and void areas around the culvert outfall.

To provide permanent outfall protection, a five-foot (5') wide riprap apron centered on each culvert discharge shall be installed. The apron shall consist of Mirafi 500X filter fabric or approved equal, extending a minimum of ten (10) feet beyond the culvert outlet and keyed into the slope and pond bottom as required. The protected area shall then be covered with FDOT-approved Bank and Shore Riprap to provide erosion resistance and dissipate discharge flows at the culvert outfalls.

Upon completion, all disturbed areas shall be restored to pre-construction condition. Contractor shall furnish and maintain all necessary erosion and sediment control measures throughout construction and shall perform all work in accordance with applicable engineering recommendations, FDOT standards, and local regulatory requirements.

Assumptions:

-Existing culvert pipes and mitered end sections (MES) are structurally sound and will remain in place.
-Unrestricted access to the repair area will be provided prior to mobilization.
-Any required permits, easements, or access agreements will be obtained before				
	Total	

Date	Estimate #	
8/10/2026	15832	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Page 3

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
construction begins.

**Irrigation is highly recommended for newly installed sod**

30% deposit due prior to commencement of work. Amount to be deducted from final invoice.		

0.00	

0.00	

Please sign and return if accepted:	Total	$28,850.00	

Date	Estimate #	
8/10/2026	15832	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Page 4

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

Crosscreek Environmental, Inc. 111 61st Street East

Name / Address	
Live Oak 2 CDD 313 Campus St
Celebration, FL 34747 Kristee Cole	

Palmetto, FL 34221 admin@crosscreekenv.com

Estimate

	
* Estimate Good For 30 Days	
Description	Qty	Rate	Total	
Live Oak 2 CDD Littoral Shelf Planting

Planting of Littoral Shelf in Pond 12-1 with a mix of 850 Pickerelweed, Jointed Spike Rush, and Arrowhead on 3' centers as identified in the Ardurra Engineering Memorandum

Planting of Littoral Shelf in Pond 12-2 with a mix of 850 Pickerelweed, Jointed Spike Rush, and Arrowhead on 3' centers as identified in the Ardurra Engineering Memorandum

Planting of Littoral Shelf in Pond 12-3 with a mix of 370 Pickerelweed, Jointed Spike Rush, and Arrowhead on 3' centers as identified in the Ardurra Engineering Memorandum

Planting of Littoral Shelf in Pond 13-1 with a mix of 1,090 Pickerelweed, Jointed Spike Rush, and Arrowhead on 3' centers as identified in the Ardurra Engineering Memorandum

30% deposit due prior to commencement of work. Amount to be deducted from final invoice.	

850

850

370

1,090	

1.30

1.30

1.30

1.30	

1,105.00

1,105.00

481.00

1,417.00	

Please sign and return if accepted:	Total	$4,108.00	

Date	Estimate #	
8/10/2026	15833	

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.

Phone #  (941) 479-7811	Fax # (941) 479-7812
www.crosscreekenvironmental.com

LIVE OAK PRESERVE PHASE 2B
POND SHORELINE RESTORATION

680' Shoreline Restoration

720' Shoreline Restoration

1023

N

➤

400 ft

290' Shoreline Restoration

Culvert Repair

Culvert Repair

Culvert Repair

LIVE OAK PRESERVE PHASE 2B
POND SHORELINE RESTORATION

➤

N
103	400 ft

	
BEFORE	AFTER

	

BEFORE	AFTER

Lower woven B.E.S.T Tube with "Sacrfii cial"
Non-Woven B.E.S.T Tube

B.E.S.T. INSTALLATION

Lower woven B.E.S.T. Tube with "sacrificial" Non-Woven B.E.S.T. Tube

Non-Woven B.E.S.T Tube splayed open prior to hand grading

Final hand graded shoreline prior to Coconut Coir TRM and/or Sod

Coconut Coir TRM (If used) prior to sod

B.E.S.T. NATURAL SHORELINE SYSTEM
General Equivalent Product Substitution Package
Bank Erosion Stabilization Tube (B.E.S.T.) for Pond and Lake Shoreline Restoration
Prepared by Crosscreek Environmental, Inc.
4830 West Kennedy Boulevard, Suite 600, Tampa, FL 33609 Office: 941-479-7811 | www.crosscreekenvironmental.com

Submittal Position
The B.E.S.T. Natural Shoreline System is submitted as a complete, functionally equivalent shoreline restoration system for projects requiring stabilization of eroded pond or lake shorelines. The system provides structural toe containment, fill retention, erosion resistance, hydraulic relief, finished grade restoration, and vegetated bank stabilization using documented geosynthetic and erosion-control components.

System Component	Standard Product / Method	Documented Function	
Primary shoreline stabilization element	Bank Erosion Stabilization Tube (B.E.S.T.) filled geotextile tube using SoilTain PP40 woven polypropylene geotextile	Continuous structural containment, toe support, fill retention, dewatering during hydraulic filling, and resistance to shoreline migration.	
Vegetation establishment and surface erosion protection	ETC-100 double-net 100% coconut coir erosion control blanket with sod and/or shoreline plantings	Immediate erosion protection while root systems establish across the restored bank surface.	
Anchoring and restraint	Pine stakes, braided polypropylene rope, tie-backs, deadman anchors, earth anchors, or increased anchor density at curves and hydraulic stress points as field conditions require	Maintains alignment during filling, settlement, vegetation establishment, and long-term shoreline loading.	
Finish grade restoration	Excavation/regrade, tube placement, backfill, compaction where practical, coir blanket, sod, and final cleanup	Restores stable shoreline profile while avoiding unprotected erodible bank at completion.	

Engineer-Facing Transmittal
To the Owner, Engineer, and Selection Committee:

Crosscreek Environmental, Inc. submits the B.E.S.T. Natural Shoreline System for consideration as an approved equal or acceptable alternate shoreline restoration system. This package is written as a complete general product submittal for pond and lake shoreline restoration work where the contract documents allow equivalent products, approved equals, or alternate shoreline stabilization systems.
B.E.S.T. is a complete shoreline stabilization method, not a loose collection of materials. The system uses a filled woven geotextile tube to stabilize the shoreline toe and contain restoration material, then integrates the restored bank with coir blanket, sod, and/or shoreline vegetation so the finished condition is a stabilized natural shoreline rather than an exposed hard edge.
The system provides the same essential performance outcomes sought by living-shoreline and open-containment systems: stable shoreline geometry, contained fill, reduced erosion, resistance to downslope movement, hydraulic relief through the geotextile, and long-term vegetative stabilization of the restored bank.

General engineer submittal package | July 2026

The installed shoreline shall meet the lines, grades, elevations, and restoration limits accepted by the Owner or Engineer.
The B.E.S.T. tube shall be placed continuously along the approved alignment with secure transitions, connected sections, and no unsupported gaps.
Anchoring shall be adjusted to actual slope, soil, waterline, curves, outfalls, and hydraulic exposure so the system is not dependent on temporary placement stakes alone.
The finished bank shall receive continuous erosion-control and vegetation stabilization coverage from the upland transition to the waterline zone.
Installation quality control shall include grade verification, material verification, staged filling observation, anchoring inspection, backfill inspection, vegetation completion, and final photographic documentation.

Standard System Cross Section
The B.E.S.T. Natural Shoreline System is installed as a stabilized toe and bank restoration section. The standard configuration places the filled woven geotextile tube at the eroded shoreline face, regrades the bank where needed, restores the finished side slope, and protects the finished soil surface with coconut reinforcement mat, sod, and/or vegetation to the high-water line.

Figure 1. B.E.S.T. Natural Shoreline standard installation section.
General engineer submittal package | July 2026

Functional Equivalency Statement
B.E.S.T. is not represented as an identical manufacturing match to every named living-shoreline product. It is represented as a functionally equivalent shoreline restoration system because it satisfies the same engineering intent through a different but measurable configuration.

Required Shoreline Function	B.E.S.T. Standard Performance Response	
Toe stabilization	The filled geotextile tube creates a continuous stabilized shoreline edge at the erosion line, reducing progressive toe loss and bank sloughing.	
Containment of restoration material	The woven geotextile tube fully encapsulates approved fill material and retains the restored shoreline mass within a defined structural element.	
Hydraulic relief and dewatering	The SoilTain PP40 woven geotextile provides flow rate and permittivity values that allow water to pass through the fabric during filling and consolidation while retaining soil particles.	
Resistance to movement	System stability is achieved through tube mass, consolidated fill, geotextile confinement, backfill key-in, and field-adjusted anchoring/tie-back methods at locations requiring additional restraint.	
Vegetation establishment	The coir blanket and sod/planting layer establish in the restored soil zone over and behind the tube, creating a vegetated finished shoreline surface while the tube protects the toe.	
Finished shoreline geometry	The installation includes pregrade, excavation where needed, tube alignment, staged filling, backfill, and finish grading to achieve the accepted shoreline profile.	
Inspection and acceptance	Installation can be verified by material data sheets, alignment checks, fill observations, anchor checks, grade review, vegetation coverage, and final photographs.	

Material Data Summary
SoilTain PP40 Woven Geotextile Tube Fabric
The B.E.S.T. tube uses SoilTain PP40 woven polypropylene geotextile. The manufacturer data sheet identifies the geotextile as a woven fabric made of polypropylene yarns that maintain relative position in a stable network and are inert to biological degradation and naturally encountered chemicals, alkalis, and acids.

Property	Test Method	Published Value	Submittal Relevance	
Wide-width tensile strength - machine direction	ASTM D-4595	2,800 lb/ft / 40.8 kN/m	Supports structural containment strength along the tube.	
Wide-width tensile strength - cross-machine direction	ASTM D-4595	2,800 lb/ft / 40.8 kN/m	Supports strength across the tube and at the shoreline face.	
Apparent opening size (AOS)	ASTM D-4751	30 US sieve / 0.60 mm	Supports soil retention and filtration behavior.	
Flow rate	ASTM D-4491	50 gal/min/ft2 / 2036 liters/min/m2	Supports hydraulic filling, dewatering, and relief of pore water.	
Permittivity	ASTM D-4491	0.70 sec-1	Supports water passage through fabric while retaining fill.	
UV resistance, 500 hours	ASTM D-4355	>80%	Supports durability during construction and exposure.	

ETC-100 Double-Net Coconut Coir Blanket
The vegetative stabilization layer uses ETC-100 double-net 100% coconut coir blanket. The blanket is mechanically bound between two layers of heavy-duty UV-stabilized polypropylene netting and stitched with UV-stabilized polypropylene thread. The product provides temporary erosion control while vegetation establishes across the restored shoreline surface.

General engineer submittal package | July 2026

Property	Test Method	Published Value	Submittal Relevance	
Mass per unit area	ASTM D-6566	6.02 oz/yd2	Supports erosion-control blanket density and coverage.	
Thickness	ASTM 6525	214 mils	Provides surface protection and slope conformity.	
Light penetration	ASTM D-6567	25%	Allows vegetation establishment through the blanket.	
Tensile strength	ASTM D-6818	207 x 201 lb/ft	Supports resistance to tearing and displacement during establishment.	
Elongation	ASTM D-6818	20% max	Supports stable placement across graded slopes.	
Resiliency	ASTM D-6524	94%	Supports blanket durability and recovery.	
Permissible velocity, un-vegetated	ASTM 6460	4.8 ft/sec	Supports erosion protection before full vegetation establishment.	
Shear stress, un-vegetated	ASTM 6460	2.2 lb/ft2	Supports resistance to near-surface erosion forces.	
Seedling emergence	ASTM 7322	144%	Supports vegetation establishment.	

General Approved-Equal Comparison Matrix
This comparison addresses the common review categories used by engineers when evaluating a B.E.S.T. substitution against named living-shoreline, open-containment, mesh, or geotextile shoreline systems.

Engineer Review Category	Common Specified-System Requirement	B.E.S.T. Equivalent Response	Engineer Acceptance Basis	
Material construction	Specified system may use knitted HDPE mesh, open mesh, proprietary fabric, or another named geosynthetic.	B.E.S.T. uses a woven polypropylene geotextile tube with published tensile strength, AOS, flow rate, permittivity, and UV-resistance values.	Functional equivalency is based on measurable performance values for containment, filtration, dewatering, and durability rather than identical manufacturing method.	
Fill containment	System must retain restoration material and prevent migration from the shoreline face.	B.E.S.T. fully encapsulates approved fill material in a continuous geotextile tube and connects adjacent sections to create a continuous
stabilization element.	The filled tube provides positive confinement of the restoration material and reduces exposure of unconsolidated fill to waterline erosion.	
Vegetation integration	System must support a living or natural shoreline condition.	B.E.S.T. combines structural toe support with ETC-100 coir blanket, sod, and/or shoreline plantings installed in the restored root-zone soil.	The completed system produces a vegetated bank surface; the tube protects the toe while roots establish through the soil and coir layer.	
Anchoring / movement resistance	System must resist downslope movement, flotation, lateral displacement, and end failure.	B.E.S.T. uses tube mass, consolidated fill, backfill key-in, stakes, rope, tie-backs, deadman anchors, earth anchors, and increased anchor density where hydraulic or soil conditions require.	Anchoring is selected to actual field exposure and can be inspected by anchor type, spacing, embedment, and special-condition details.	
Conformance to grade	System must fit the designed shoreline profile and restoration limits.	B.E.S.T. includes excavation/regrade where needed, controlled tube placement, staged filling, backfill, and finish grading.	Finished grade, waterline relationship, and stabilized limits are directly verifiable in the field.	
Damage tolerance and repairability	System must maintain integrity after normal installation handling and minor field damage.	B.E.S.T. fabric is inspected during installation and repaired by geotextile patching, overlap, sewing, mechanical fastening, or replacement of damaged sections where damage exceeds field-repair
limits.	Repair details provide a clear acceptance path and prevent minor punctures from becoming uncontrolled loss points.	
Quality control	Owner and Engineer need enforceable installation controls.	B.E.S.T. installation includes material verification, alignment checks, staged fill monitoring, anchor inspection, connection inspection, final grading, vegetation coverage, and photographs.	The system is reviewable at each stage rather than dependent on hidden or unverifiable assumptions.	

General engineer submittal package | July 2026

Standard Anchoring and Stability Approach
The B.E.S.T. system is not limited to temporary placement stakes. Standard installation uses stakes and rope for alignment and initial stabilization, and the completed anchoring approach increases in strength where field conditions require additional restraint. The anchoring method is selected based on observed slope, soil strength, waterline, curve geometry, outfalls, hydraulic exposure, and transition conditions.

Field Condition	Standard B.E.S.T. Anchoring Response	Performance Purpose	
Standard straight shoreline reach	2 in. x 2 in. pine stakes and braided polypropylene rope for placement and settlement control, with tie-backs added where slope or soil conditions require.	Maintains alignment during filling, dewatering, backfill, and vegetation establishment.	
Curves, points, and outside radii	Closer stake spacing, supplemental rope restraint, and tie-backs to stable ground or buried deadman anchors.	Controls lateral displacement and tension concentration at outside curves.	
Outfalls, inflows, and localized hydraulic stress	Supplemental tie-backs, anchor clusters, hard-point transition protection, scour protection, and denser restraint layout.	Addresses concentrated flow, scour, and localized hydraulic loading.	
Soft banks or unstable near-shore soils	Longer tie-backs to stable ground, buried deadman anchors, earth anchors, or geogrid reinforcement where approved.	Transfers load beyond the weak near-bank soil zone.	
Tube ends and transitions	Closed/wrapped tube ends, overlap or keyed transition, anchor clusters, compacted backfill, and protected termination grades.	Prevents end bypass erosion, edge unraveling, and terminal displacement.	

Standard Installation Procedure
Perform a pre-installation site walk to document existing shoreline grades, waterline, access, utilities, irrigation, outfalls, trees, structures, and visible constraints.
Clear vegetation, debris, roots, stumps, and obstructions within the installation corridor as needed to allow stable tube placement and finish grading.
Excavate and regrade the existing bank where needed to create the accepted shoreline section while limiting unnecessary outward encroachment into the pond or lake.
Place B.E.S.T. tube sections along the accepted alignment and connect adjacent sections to form a continuous shoreline stabilization element.
Hydraulically fill the tube with approved dredged material, clean fill, or other accepted earthen material in controlled stages to promote uniform tube shape, dewatering, and consolidation.
Install stakes, rope, tie-backs, deadman anchors, earth anchors, or increased anchoring at curves, outfalls, soft soils, transitions, and other locations requiring additional restraint.
Backfill behind the tube to eliminate voids, support positive drainage, and tie the tube into the restored bank profile. Compact backfill where practical and appropriate for the site.
Install ETC-100 coconut coir blanket and sod or shoreline plantings across the restored bank so no erodible soil remains unprotected at final completion.
Complete cleanup, final grade review, vegetation coverage review, photo documentation, and owner/engineer walkthrough of the stabilized shoreline limits.

Installation Quality Control and Acceptance Checklist
Inspection Stage	Acceptance Standard	
Pre-installation site walk	Utilities, irrigation, trees, structures, access constraints, waterline, outfalls, and existing bank condition are reviewed before work begins.	
Grade preparation	Excavation and regrade create a stable bearing surface and accepted shoreline section without leaving unstable voids or over-steepened exposed bank.	
Material verification	SoilTain PP40 geotextile, ETC-100 coir blanket, fill material, rope, stakes, and anchor materials match the system submittal.	
Tube placement	Tube alignment, elevation, section connections, terminal ends, and transitions are checked before and during filling.	
Filling operations	Tube is filled in controlled stages with monitoring for uniform shape, dewatering, settlement, and	
General engineer submittal package | July 2026

Inspection Stage	Acceptance Standard	
	overstressing of seams or connections.	
Anchoring	Anchor type, spacing, tie-back length, special-condition anchors, transition anchors, and curve/outfall reinforcement are installed as field conditions require.	
Backfill and finish grade	Voids behind the tube are eliminated; finished bank blends into the accepted shoreline profile; compacted areas are stable and drain properly.	
Vegetation stabilization	Coir blanket, sod, and/or plantings provide continuous coverage from upland transition through the waterline zone as applicable.	
Final acceptance	Final cleanup, photographs, punch-list items, stabilized limits, and visible grade conditions are documented.	

Standard Performance and Warranty Commitment
Crosscreek Environmental installs B.E.S.T. as a complete shoreline stabilization system. The standard performance intent is that the installed system will maintain a stable restored shoreline edge, contain placed restoration material, resist uncontrolled downslope displacement, and leave the completed bank protected by erosion-control and vegetation stabilization measures.
The installed tube sections shall remain continuous and securely connected, with no uncontrolled loss of contained fill from properly installed tube sections.
The shoreline face shall not be left with exposed erodible soil at final completion where coir, sod, planting, or other stabilization is part of the accepted scope.
Anchor and transition locations shall be installed to resist ordinary site loading, settlement, and waterline conditions observed at the time of construction.
Minor settlement associated with consolidation of fill material is expected and does not constitute a defect when the system remains stable and functional.
Performance exclusions include extreme storm events, abnormal water-level changes, vandalism, unauthorized excavation, irrigation failure, drought, disease, pests, owner maintenance failures, animal damage, buried debris, unmarked utilities, and changed site conditions outside the accepted construction scope.

Recommended Approval Basis
The B.E.S.T. Natural Shoreline System is suitable for approval as an equal or acceptable alternate when the reviewing authority accepts functional equivalency based on performance outcomes rather than identical product form. Approval may be based on the following enforceable criteria:
Published geotextile strength, filtration, flow, permittivity, and UV-resistance data support the primary containment element.
Published coir blanket values support surface erosion protection and vegetation establishment during the early stabilization period.
The standard cross section demonstrates restoration of shoreline geometry, structural toe support, coir/sod coverage, and waterline transition.
The anchoring approach provides field-verifiable restraint methods for standard reaches, curves, outfalls, soft soils, and tube ends.
The quality-control checklist gives the Owner and Engineer inspection points during installation and final acceptance.
The warranty and performance language provides a clear distinction between system workmanship, normal settlement, vegetation maintenance, and excluded abnormal conditions.

General engineer submittal package | July 2026

Supporting Documents Included in This Package
Included Support	What It Proves	
Standard B.E.S.T. Natural Shoreline cross section	Shows typical tube location, high-water line relationship, proposed side slope, coconut reinforcement mat, sod/vegetation zone, existing eroded shelf, and regrade area.	
SoilTain PP40 Woven Data Sheet	Provides published geotextile properties for tensile strength, AOS, flow rate, permittivity, and UV resistance.	
ETC-100 Erosion Control Blanket Data Sheet	Provides published coir blanket properties for mass, thickness, light penetration, tensile strength, elongation, permissible velocity, shear stress, and seedling emergence.	
General comparison matrix	Demonstrates functional equivalency to named living-shoreline, open-containment, mesh, or geotextile shoreline systems.	
Anchoring and QC procedures	Defines field-verifiable installation controls, restraint options, acceptance points, and special-condition responses.	

General engineer submittal package | July 2026

Appendix A - SoilTain PP40 Woven Data Sheet

Manufacturer data sheet used for B.E.S.T. tube fabric properties.

General engineer submittal package | July 2026

Appendix B - ETC-100 Erosion Control Blanket Data Sheet

Manufacturer data sheet used for coir blanket erosion-control properties.

General engineer submittal package | July 2026

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