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 Elizabeth Hubbard, Chairperson Ronald Dell, Vice Chairperson
Artur Araujo, Assistant Secretary William Jones, Assistant Secretary

District Staff Kristee Cole, District Manager Tracy Robin, District Counsel Vincent Galiano, District Engineer
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

1.
2.

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
i. 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
E. Consideration of Issues Pond 9-5 Proposal	Page 119
BOARD OF SUPERVISORS REQUESTS AND COMMENTS ADJOURNMENT

3.

4.

5.

6.
7.

2

42

MINUTES OF MEETING
LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41

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.

Present and constituting a quorum were:

Elizabeth Hubbard Ronald Dell
Artur Araujo William Jones

Chairman
Vice Chairman Assistant Secretary Assistant Secretary

Also present, either in person or via Zoom Video Communications, were:

Kristee Cole Vincent Galiano Tracy Robin

District Manager, Inframark District Engineer, Ardurra
District Counsel, SRV (via teleconference)

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.

FIRST ORDER OF BUSINESS

Call to Order and Roll Call

Ms. Cole called the meeting to order at 6:31 p.m.

SECOND ORDER OF BUSINESS
None.

Public Comments

THIRD ORDER OF BUSINESS

Consent Agenda

A.
B.

Consideration of the Regular Meeting Minutes of January 15, 2026.
Consideration of Financial Statement and Check Register (December 2025 – April 2026)
Review of Snapshot

C.

3

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.

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

Live Oak No. 2 CDD
May 21, 2026, Regular Meeting

43
44
45

FOURTH ORDER OF BUSINESS
A. Accountant Report

Staff Reports

Ms. Coons reviewed the financials with the Board, there were no question.

B. District Counsel
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.
Consideration of Transfer Permit

46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76

At 6:48 p.m. Mr. Jones attended the meeting. 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.
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.

C.

D.

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.

2

4

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

Live Oak No. 2 CDD
May 21, 2026, Regular Meeting

77
78
79

A. Consideration of Resolution 2026-01; General Election

81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104

B. Consideration of Resolution 2026-02; Approving Proposed Budget and Setting Public Hearing
Ms. Cole presented the proposed FY 2027 Budget to the Board.

C. Announcing the Number of Qualified Registered Voters in the District - #1675
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

106
107
108
109
110
111

 	

 	

Secretary/Assistant Secretary

Chairman/Vice Chairman

3

5

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

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

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

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

Live Oak No. 2 Community Development District

Financial Report

May 31, 2026

6

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

…	Page 8

7

LIVE OAK NO. 2
Community Development District

Financial Report
(Unaudited)

May 31,2026

8

LIVE OAK NO. 2
Community Development District

Governmental Funds

Balance Sheet
May 31, 2026

SERIES 2016 DEBT SERVICE FUND

GENERAL FUND

TOTAL

ACCOUNT DESCRIPTION

ASSETS
Cash - Checking Account Investments:
Default - Assets Money Market Account Reserve Fund Revenue Fund
Prepaid Trustee Fees

$

56,802

$

-

$

56,802

- 953,434
-
- 2,074

3,833
- 276,000
381,901
-

3,833
953,434
276,000
381,901
2,074

LIABILITIES
Accounts Payable

$

3,153

$

-

$

3,153

FUND BALANCES
Nonspendable:
Prepaid Trustee Fees
Restricted for:
Debt Service
Assigned to:
Operating Reserves Reserves - Ponds
Unassigned:

2,074

-

2,074

-

661,734

661,734

64,492
249,860
692,731

-
-
-

64,492
249,860
692,731

1

9

TOTAL LIABILITIES & FUND BALANCES	$	1,012,310	$	661,734	$	1,674,044

TOTAL FUND BALANCES	$	1,009,157	$	661,734	$	1,670,891

TOTAL LIABILITIES	3,153	-	3,153

TOTAL ASSETS	$	1,012,310	$	661,734	$	1,674,044

LIVE OAK NO. 2
Community Development District

General Fund

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

ANNUAL ADOPTED BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

REVENUES

Interest - Investments Interest - Tax Collector
Special Assmnts- Tax Collector
Special Assmnts- Discounts

$

15,000
- 253,094
(10,124)

$

10,000
- 253,094
(10,124)

$

22,349
799
250,908
(9,546)

$

12,349
799
(2,186)
578

EXPENDITURES

Administration
P/R-Board of Supervisors FICA Taxes
ProfServ-Arbitrage Rebate ProfServ-Dissemination Agent ProfServ-Engineering ProfServ-Legal Services ProfServ-Mgmt Consulting ProfServ-Special Assessment ProfServ-Trustee Fees Auditing Services
Postage and Freight Insurance - General Liability Printing and Binding
Legal Advertising Miscellaneous Services
Misc-Assessment Collection Cost Misc-Contingency
Misc-Web Hosting Office Supplies
Annual District Filing Fee
Total Administration

6,000
459
600
1,000
25,000
3,000
41,200
12,500
3,971
3,700
500
8,957
300
900
300
5,062
7,905
2,604
100
175

6,000
459
600
1,000
16,667
2,000
27,467
12,500
2,706
3,700
333
8,957
200
600
270
5,062
5,270
1,736
67
175

2,400
61
-
- 14,174
1,281
27,467
12,500
4,148
- 9
8,468
- 232
1,085
4,827
757
1,733
- 175

3,600
398
600
1,000
2,493
719
-
- (1,442)
3,700
324
489
200
368
(815)
235
4,513
3
67
-

124,233

95,769

79,317

16,452

Field
Contracts-Envirom'l Monitoring Contracts-Landscape

5,800
42,500

3,867
28,333

-
27,360

3,867
973

2

10

TOTAL REVENUES	257,970	252,970	264,510	11,540

LIVE OAK NO. 2
Community Development District

General Fund

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

ANNUAL ADOPTED BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

Contracts-Lakes Utility - General R&M-Fence R&M-Lake
R&M-Wetland Monitoring Misc-Contingency Capital Improvements Reserve - Ponds
Total Field

22,000
- 5,000
7,500
8,000
11,755
- 31,182

14,667
- 3,333
5,000
5,333
7,837
- 31,182

14,104
3,730
-
-
- 5,650
49,100
587

563
(3,730)
3,333
5,000
5,333
2,187
(49,100)
30,595

133,737

99,552

100,531

(979)

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

3

11

TOTAL EXPENDITURES	257,970	195,321	179,848	15,473

LIVE OAK NO. 2
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 BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

REVENUES

Interest - Investments
Special Assmnts- Tax Collector Special Assmnts- Discounts

$

200
600,454
(24,018)

$

133
600,454
(24,018)

$

20,388
595,268
(22,646)

$

20,255
(5,186)
1,372

EXPENDITURES
Administration
Misc-Assessment Collection Cost
Total Administration

12,009

12,009

11,452

557

12,009

12,009

11,452

557

Debt Service
Principal Debt Retirement Interest Expense
Total Debt Service

385,000
170,915

385,000
170,915

385,000
170,915

-
-

555,915

555,915

555,915

-

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

4

12

TOTAL EXPENDITURES	567,924	567,924	567,367	557

TOTAL REVENUES	576,636	576,569	593,010	16,441

LIVE OAK NO. 2
Community Development District

Supporting Schedules

May 31,2026

13

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

5

14

TOTAL O/S	$7,372	$2,186	$5,186

% COLLECTED	99%	99%	99%

ALLOCATION BY FUND

Date Received

Discount /	Gross
Net Amount	(Penalties)	Tax Coll		Amount Rcv'd		Amount		Cost	Received

General Fund

Debt Service Fund

$253,094 30%

$	3,508
11,543
11,881
26,875
169,506
12,259
2,906
3,812
2,179
4,839
1,601

$600,454 70%

$	8,322
27,385
28,186
63,760
402,147
29,083
6,893
9,043
5,170
11,479
3,798

Assessments Levied FY '26	$853,548
Allocation %	100%

11/07/25	$	11,030	$	574	$	225	$	11,829
11/14/25	36,623	1,557	747	38,928
11/21/25	37,695	1,603	769	40,067
12/03/25	85,270	3,625	1,740	90,636
12/07/25	537,811	22,867	10,976	571,653
12/19/25	39,049	1,496	797	41,342
01/06/26	9,321	287	190	9,799
02/04/26	12,335	269	252	12,855
03/05/26	7,129	75	145	7,350
04/07/26	15,992	-	326	16,318
05/07/26	5,449	(162)	111	5,398

TOTAL	$	797,704	$	32,192	$	16,280	$	846,176	$	250,908	$	595,268

LIVE OAK NO. 2
Community Development District

All Funds

Cash and Investment Report
May 31, 2026

Account Name
Checking Account-Operating

Bank Name
Truist

Investment Type
n/a

Maturity
n/a

Yield
1.56

Balance
$56,802

Money Market Account

BankUnited

n/a

n/a

3.35

$953,434

Subtotal GF

$1,010,236

Account Name
Series 2016 Reserve Fund Series 2016 Revenue Fund

Bank Name
US Bank US Bank

Investment Type
US Bank US Bank Gcts US Bank US Bank Gcts

Maturity
n/a n/a

Yield
3.50
3.50

Balance
$276,000
$381,901

Subtotal DS

$657,901

Total

$1,668,137

6

15

Debt Service Funds

General Fund

Wednesday, June 3, 2026
Page 1 ECOONS

Bank Account Statement
Live Oak No. 2 CDD

Bank Account No.
Statement No.

9534
05-26

Statement Date

05/31/2026

G/L Account No. 101003 Balance

56,801.61

Statement Balance
Outstanding Deposits

61,036.36
0.00

Positive Adjustments

0.00

Subtotal
Outstanding Checks

61,036.36
-4,234.75

Subtotal
Negative Adjustments Ending G/L Balance

56,801.61
0.00

Ending Balance

56,801.61

56,801.61

Document Posting Date Type

Document No.

Cleared Amount

Vendor

Description

Amount

Difference

Outstanding Checks

05/08/2026
05/21/2026

Payment
Payment

100105
004387

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

Inv: 8485
Check for Vendor V00016

-216.66
-3,833.39

05/29/2026

Payment

004388

Check for Vendor V00092

-184.70
-4,234.75

Total Outstanding Checks

Outstanding Deposits

Total Outstanding Deposits

7

16

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.)

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
001

05/08/26
05/08/26

INFRAMARK LLC INFRAMARK LLC

178419
178419

District Management and Record Storage May 2026 District Management and Record Storage May 2026

May 2026 ADMIN MGMNT FEE
May 2026 RECORD STORAGE FEE

531027-51201
549900-51301

$3,433.33
$75.00

Check Total

$3,508.33

CHECK # 100104

001
001

05/08/26
05/08/26

US BANK US BANK

8159376
8159376

Trustees Fees April 26-Sept-26 & Oct 26-Mar 27 Trustees Fees April 26-Sept-26 & Oct 26-Mar 27

trustee fees series 2016 Truist Oct 2026-March 2027

531045-51301
155030

$2,074.19
$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
Check Total

$137.00

$137.00

CHECK # 100108

001
001

05/28/26
05/28/26

BUSINESS OBSERVER INC BUSINESS OBSERVER INC

26-01712H
26-01754H

May -2026 General Election Advertisement
May -2026 Legal Advertising for General Election

Legal Advertising Legal Advertising

548002-51301
548002-51301

$85.31
$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

8

17

Total Checks Paid

$14,819.87

Fund No.

Date

Payee

Invoice No.

Payment Description

Invoice / GL Description

G/L Account #

Amount Paid

Live Oak No. 2 Community Development District

Financial Report

June 30, 2026

18

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

19

LIVE OAK NO. 2
Community Development District

Financial Report
(Unaudited)

June 30,2026

20

LIVE OAK NO. 2
Community Development District

Governmental Funds

Balance Sheet
June 30, 2026

SERIES 2016 DEBT SERVICE FUND

GENERAL FUND

TOTAL

ACCOUNT DESCRIPTION

ASSETS
Cash - Checking Account Investments:
Money Market Account Reserve Fund Revenue Fund
Prepaid Trustee Fees

$

87,852

$

-

$

87,852

905,966
-
- 2,074

- 276,000
392,922
-

905,966
276,000
392,922
2,074

LIABILITIES
Accounts Payable Accrued Expenses

$

4,900
828

$

-
-

$

4,900
828

FUND BALANCES
Nonspendable:
Prepaid Trustee Fees
Restricted for:
Debt Service
Assigned to:
Operating Reserves Reserves - Ponds
Unassigned:

2,074

-

2,074

-

668,922

668,922

64,492
249,860
673,738

-
-
-

64,492
249,860
673,738

1

21

TOTAL LIABILITIES & FUND BALANCES	$	995,892	$	668,922	$	1,664,814

TOTAL FUND BALANCES	$	990,164	$	668,922	$	1,659,086

TOTAL LIABILITIES	5,728	-	5,728

TOTAL ASSETS	$	995,892	$	668,922	$	1,664,814

LIVE OAK NO. 2
Community Development District

General Fund

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

ANNUAL ADOPTED BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

REVENUES

Interest - Investments Interest - Tax Collector
Special Assmnts- Tax Collector
Special Assmnts- Discounts

$

15,000
- 253,094
(10,124)

$

11,250
- 253,094
(10,124)

$

24,965
799
253,093
(9,480)

$

13,715
799
(1)
644

EXPENDITURES

Administration
P/R-Board of Supervisors FICA Taxes
ProfServ-Arbitrage Rebate ProfServ-Dissemination Agent ProfServ-Engineering ProfServ-Legal Services ProfServ-Mgmt Consulting ProfServ-Special Assessment ProfServ-Trustee Fees Auditing Services
Postage and Freight Insurance - General Liability Printing and Binding
Legal Advertising Miscellaneous Services
Misc-Assessment Collection Cost Misc-Contingency
Misc-Web Hosting Office Supplies
Annual District Filing Fee
Total Administration

6,000
459
600
1,000
25,000
3,000
41,200
12,500
3,971
3,700
500
8,957
300
900
300
5,062
7,905
2,604
100
175

6,000
459
600
1,000
18,750
2,250
30,900
12,500
3,022
3,700
375
8,957
225
675
300
5,062
5,929
1,953
75
175

2,400
61
-
- 14,174
2,326
30,900
12,500
4,148
- 12
8,468
- 232
1,216
4,872
832
1,950
- 175

3,600
398
600
1,000
4,576
(76)
-
- (1,126)
3,700
363
489
225
443
(916)
190
5,097
3
75
-

124,233

102,907

84,266

18,641

2

22

TOTAL REVENUES	257,970	254,220	269,377	15,157

LIVE OAK NO. 2
Community Development District

General Fund

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

ANNUAL ADOPTED BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

Field
Contracts-Envirom'l Monitoring Contracts-Landscape Contracts-Lakes
Utility - General R&M-Fence R&M-Lake
R&M-Wetland Monitoring Misc-Contingency Capital Improvements Reserve - Ponds
Total Field

5,800
42,500
22,000
- 5,000
7,500
8,000
11,755
- 31,182

4,350
31,875
16,500
- 3,750
5,625
6,000
8,816
- 31,182

- 30,780
15,867
4,558
-
-
- 5,650
49,100
8,587

4,350
1,095
633
(4,558)
3,750
5,625
6,000
3,166
(49,100)
22,595

133,737

108,098

114,542

(6,444)

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

3

23

TOTAL EXPENDITURES	257,970	211,005	198,808	12,197

LIVE OAK NO. 2
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 BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

REVENUES

Interest - Investments
Special Assmnts- Tax Collector Special Assmnts- Discounts

$

200
600,454
(24,018)

$

150
600,454
(24,018)

$

22,342
600,454
(22,491)

$

22,192
- 1,527

EXPENDITURES

Administration
Misc-Assessment Collection Cost
Total Administration

12,009

12,009

11,559

450

12,009

12,009

11,559

450

Debt Service
Principal Debt Retirement Interest Expense
Total Debt Service

385,000
170,915

385,000
170,915

385,000
170,915

-
-

555,915

555,915

555,915

-

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

4

24

TOTAL EXPENDITURES	567,924	567,924	567,474	450

TOTAL REVENUES	576,636	576,586	600,305	23,719

LIVE OAK NO. 2
Community Development District

Supporting Schedules

June 30,2026

25

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

5

26

TOTAL O/S	($0)	$0	$0

% COLLECTED	100%	100%	100%

ALLOCATION BY FUND

Date Received

Discount /	Gross
Net Amount	(Penalties)	Tax Coll		Amount Rcv'd		Amount		Cost	Received

General Fund

Debt Service Fund

$253,094 30%

$	3,508
11,543
11,881
26,875
169,506
12,259
2,906
3,812
2,179
4,839
1,601
285
1,901

$600,454 70%

$	8,322
27,385
28,186
63,760
402,147
29,083
6,893
9,043
5,170
11,479
3,798
676
4,509

Assessments Levied FY '26	$853,548

Allocation %

11/07/25
11/14/25
11/21/25
12/05/25
12/07/25
12/15/25
01/06/26
02/04/26
03/10/26
04/07/26
05/07/26
06/05/26
06/17/26

100%

$	11,030	$	574	$	225	$	11,829
36,623	1,557	747	38,928
37,695	1,603	769	40,067
85,270	3,625	1,740	90,636
537,811	22,867	10,976	571,653
39,049	1,496	797	41,342
9,321	287	190	9,799
12,335	269	252	12,855
7,129	75	145	7,350
15,992	-	326	16,318
5,449	(162)	111	5,398
971	(29)	20	962
6,470	(192)	132	6,410

TOTAL	$	805,145	$	31,971	$	16,432	$	853,548	$	253,093	$	600,454

LIVE OAK NO. 2
Community Development District

All Funds

Cash and Investment Report
June 30, 2026

Account Name
Checking Account-Operating

Bank Name
Truist

Investment Type
n/a

Maturity
n/a

Yield
1.42

Balance
$87,852

Money Market Account

BankUnited

n/a

n/a

3.37

$905,966

Subtotal GF

$993,818

Account Name
Series 2016 Reserve Fund Series 2016 Revenue Fund

Bank Name
US Bank US Bank

Investment Type
US Bank US Bank Gcts US Bank US Bank Gcts

Maturity
n/a n/a

Yield
3.50
3.50

Balance
$276,000
$392,922

Subtotal DS

$668,922

Total

$1,662,740

6

27

Debt Service Funds

General Fund

Tuesday, July 7, 2026
Page 1 ECOONS

Bank Account Statement
Live Oak No. 2 CDD

Bank Account No.
Statement No.

9534
06-26

Statement Date

06/30/2026

G/L Account No. 101003 Balance

87,851.67

Statement Balance
Outstanding Deposits

88,071.29
0.00

Positive Adjustments

0.00

Subtotal
Outstanding Checks

88,071.29
-219.62

Subtotal
Negative Adjustments Ending G/L Balance

87,851.67
0.00

Ending Balance

87,851.67

87,851.67

Document Posting Date Type

Document No.

Cleared Amount

Vendor

Description

Amount

Difference

Outstanding Checks

06/11/2026
06/29/2026

Payment Payment

100112
100115

VGLOBAL TECH INFRAMARK LLC

Inv: 8573
Inv: 182442

-216.66
-2.96
-219.62

Total Outstanding Checks

Outstanding Deposits

Total Outstanding Deposits

7

28

LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT
Payment Register by Fund
For the Period from 06/01/2026 to 06/30/2026 (Sorted by Check / ACH No.)

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
001  06/11/26 INFRAMARK LLC

180928
180928

June -2026 District Management June -2026 District Management

ProfServ-Mgmt Consulting Misc-Contingency

531027-51201
549900-51301

$3,433.33
$75.00

Check Total

$3,508.33

CHECK # 100114
001  06/22/26 STRALEY ROBIN VERICKER
001  06/22/26 STRALEY ROBIN VERICKER

28626
28070 A

District Counsel Services through May 11, 2026 - May 26, 2026 PROFESSIONAL SERVICES THROUGH 02.28.26

ProfServ-Legal Services ProfServ-Legal Services

531023-51401
531023-51401

$781.50
$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

8

29

Fund No.

Date

Payee

Invoice No.

Payment Description

Invoice / GL Description

G/L Account #

Amount Paid

LIVE OAK NO. 2 COMMUNITY DEVELOPMENT DISTRICT
Payment Register by Fund
For the Period from 06/01/2026 to 06/30/2026 (Sorted by Check / ACH No.)

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

9

30

Total Checks Paid

$26,343.74

Fund No.

Date

Payee

Invoice No.

Payment Description

Invoice / GL Description

G/L Account #

Amount Paid

Live Oak No. 2 Community Development District

Financial Report

July 31, 2026

31

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

32

LIVE OAK NO. 2
Community Development District

Financial Report
(Unaudited)

July 31,2026

33

LIVE OAK NO. 2
Community Development District

Governmental Funds

Balance Sheet
July 31, 2026

SERIES 2016 DEBT SERVICE FUND

GENERAL FUND

TOTAL

ACCOUNT DESCRIPTION

ASSETS
Cash - Checking Account Investments:
Money Market Account Reserve Fund Revenue Fund
Prepaid Trustee Fees

$

55,538

$

-

$

55,538

908,519
-
- 2,074

- 276,000
394,829
-

908,519
276,000
394,829
2,074

LIABILITIES
Accounts Payable Accrued Expenses

$

4,900
910

$

-
-

$

4,900
910

FUND BALANCES
Nonspendable:
Prepaid Trustee Fees
Restricted for:
Debt Service
Assigned to:
Operating Reserves Reserves - Ponds
Unassigned:

2,074

-

2,074

-

670,829

670,829

64,492
249,860
643,895

-
-
-

64,492
249,860
643,895

1

34

TOTAL LIABILITIES & FUND BALANCES	$	966,131	$	670,829	$	1,636,960

TOTAL FUND BALANCES	$	960,321	$	670,829	$	1,631,150

TOTAL LIABILITIES	5,810	-	5,810

TOTAL ASSETS	$	966,131	$	670,829	$	1,636,960

LIVE OAK NO. 2
Community Development District

General Fund

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

ANNUAL ADOPTED BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

REVENUES

Interest - Investments Interest - Tax Collector
Special Assmnts- Tax Collector
Special Assmnts- Discounts

$

15,000
- 253,094
(10,124)

$

12,500
- 253,094
(10,124)

$

27,610
893
253,093
(9,480)

$

15,110
893
(1)
644

EXPENDITURES

Administration
P/R-Board of Supervisors FICA Taxes
ProfServ-Arbitrage Rebate ProfServ-Dissemination Agent ProfServ-Engineering ProfServ-Legal Services ProfServ-Mgmt Consulting ProfServ-Special Assessment ProfServ-Trustee Fees Auditing Services
Postage and Freight Insurance - General Liability Printing and Binding
Legal Advertising Miscellaneous Services
Misc-Assessment Collection Cost Misc-Contingency
Misc-Web Hosting Office Supplies
Annual District Filing Fee
Total Administration

6,000
459
600
1,000
25,000
3,000
41,200
12,500
3,971
3,700
500
8,957
300
900
300
5,062
7,905
2,604
100
175

6,000
459
600
1,000
20,833
2,500
34,333
12,500
3,339
3,700
417
8,957
250
750
300
5,062
6,588
2,170
83
175

2,400
61
-
- 23,762
3,257
34,333
12,500
4,148
3,825
12
8,468
- 385
1,370
4,872
938
2,167
- 175

3,600
398
600
1,000
(2,929)
(757)
-
- (809)
(125)
405
489
250
365
(1,070)
190
5,650
3
83
-

124,233

110,016

102,673

7,343

2

35

TOTAL REVENUES	257,970	255,470	272,116	16,646

LIVE OAK NO. 2
Community Development District

General Fund

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

ANNUAL ADOPTED BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

Field
Contracts-Envirom'l Monitoring Contracts-Landscape Contracts-Lakes
Utility - General R&M-Fence R&M-Lake
R&M-Wetland Monitoring Misc-Contingency Capital Improvements Reserve - Ponds
Total Field

5,800
42,500
22,000
- 5,000
7,500
8,000
11,755
- 31,182

4,833
35,417
18,333
- 4,167
6,250
6,667
9,796
- 31,182

- 34,200
17,630
5,550
-
-
- 5,650
49,100
16,587

4,833
1,217
703
(5,550)
4,167
6,250
6,667
4,146
(49,100)
14,595

133,737

116,645

128,717

(12,072)

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

3

36

TOTAL EXPENDITURES	257,970	226,661	231,390	(4,729)

LIVE OAK NO. 2
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 BUDGET

YEAR TO DATE BUDGET

YEAR TO DATE ACTUAL

VARIANCE ($) FAV(UNFAV)

ACCOUNT DESCRIPTION

REVENUES

Interest - Investments
Special Assmnts- Tax Collector Special Assmnts- Discounts

$

200
600,454
(24,018)

$

167
600,454
(24,018)

$

24,249
600,454
(22,491)

$

24,082
- 1,527

EXPENDITURES

Administration
Misc-Assessment Collection Cost
Total Administration

12,009

12,009

11,559

450

12,009

12,009

11,559

450

Debt Service
Principal Debt Retirement Interest Expense
Total Debt Service

385,000
170,915

385,000
170,915

385,000
170,915

-
-

555,915

555,915

555,915

-

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

4

37

TOTAL EXPENDITURES	567,924	567,924	567,474	450

TOTAL REVENUES	576,636	576,603	602,212	25,609

LIVE OAK NO. 2
Community Development District

Supporting Schedules

July 31,2026

38

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

5

39

TOTAL O/S	($0)	$0	$0

% COLLECTED	100%	100%	100%

ALLOCATION BY FUND

Date Received

Discount /	Gross
Net Amount	(Penalties)	Tax Coll		Amount Rcv'd		Amount		Cost	Received

General Fund

Debt Service Fund

$253,094 30%

$	3,508
11,543
11,881
26,875
169,506
12,259
2,906
3,812
2,179
4,839
1,601
285
1,901

$600,454 70%

$	8,322
27,385
28,186
63,760
402,147
29,083
6,893
9,043
5,170
11,479
3,798
676
4,509

Assessments Levied FY '26	$853,548

Allocation %

11/07/25
11/14/25
11/21/25
12/05/25
12/07/25
12/15/25
01/06/26
02/04/26
03/10/26
04/07/26
05/07/26
06/05/26
06/17/26

100%

$	11,030	$	574	$	225	$	11,829
36,623	1,557	747	38,928
37,695	1,603	769	40,067
85,270	3,625	1,740	90,636
537,811	22,867	10,976	571,653
39,049	1,496	797	41,342
9,321	287	190	9,799
12,335	269	252	12,855
7,129	75	145	7,350
15,992	-	326	16,318
5,449	(162)	111	5,398
971	(29)	20	962
6,470	(192)	132	6,410

TOTAL	$	805,145	$	31,971	$	16,432	$	853,548	$	253,093	$	600,454

LIVE OAK NO. 2
Community Development District

All Funds

Cash and Investment Report
July 31, 2026

Account Name
Checking Account-Operating

Bank Name
Truist

Investment Type
n/a

Maturity
n/a

Yield
1.41

Balance
$55,538

Money Market Account

BankUnited

n/a

n/a

3.32

$908,519

Subtotal GF

$964,057

Account Name
Series 2016 Reserve Fund Series 2016 Revenue Fund

Bank Name
US Bank US Bank

Investment Type
US Bank US Bank Gcts US Bank US Bank Gcts

Maturity
n/a n/a

Yield
3.50
3.50

Balance
$276,000
$394,829

Subtotal DS

$670,829

Total

$1,634,886

6

40

Debt Service Funds

General Fund

Thursday, August 6, 2026
Page 1
ECOONS 1

Bank Account Statement
Live Oak No. 2 CDD

Bank Account No.
Statement No.

9534
07-26

Statement Date

07/31/2026

G/L Account No. 101003 Balance

55,537.58

Statement Balance
Outstanding Deposits

56,685.24
0.00

Positive Adjustments

0.00

Subtotal
Outstanding Checks

56,685.24
-1,147.66

Subtotal
Negative Adjustments Ending G/L Balance

55,537.58
0.00

Ending Balance

55,537.58

55,537.58

Document Posting Date Type

Document No.

Cleared Amount

Vendor

Description

Amount

Difference

Outstanding Checks

07/10/2026
07/27/2026

Payment
Payment

100117
100122

VGLOBAL TECH STRALEY ROBIN VERICKER

Inv: 8708
Inv: 28640

-216.66
-931.00
-1,147.66

Total Outstanding Checks

Outstanding Deposits

Total Outstanding Deposits

7

41

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.)

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
001  07/15/26

INFRAMARK LLC INFRAMARK LLC

183687
183687

July -2026 District Management July -2026 District Management

ProfServ-Mgmt Consulting
July 2026 RECORD STORAGE FEE

531027-51201
549900-51301

$3,433.33
$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

8

42

Total Checks Paid

$32,314.92

Fund No.

Date

Payee

Invoice No.

Payment Description

Invoice / GL Description

G/L Account #

Amount Paid

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

o

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.

o

43

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.

a.

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.

b.

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.

c.

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

4915-4502-1885, v. 1

44

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

d. 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:

*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:

a.

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.

b.

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.

c.

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.

Page 2 of 3

4915-4502-1885, v. 1

45

Total All Funds*	$	

Total Debt Service Funds	$	

Total Reserve Fund [if Applicable]	$	

Total General Fund	$	

$	,

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:

Live Oak No. 2
Community Development District

Print Name:	
Secretary/Assistant Secretary

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

Exhibit A:

FY 2026-2027 Adopted Budget

Page 3 of 3

4915-4502-1885, v. 1

46

Live Oak II
Community Development District

FISCAL YEAR 2027
PROPOSED BUDGET

August 12, 2026

47

Live Oak II
Community Development District

Budget Overview
FY 2027

48

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

49

Live Oak II
Community Development District

Operating Budget
FY 2027

50

Live Oak II
Community Development District

General Fund

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

ADOPTED BUDGET
FY 2026

ACTUAL

PROJECTED

TOTAL

ANNUAL BUDGET
FY 2027

THRU
8/12/2026

September-
9/30/2026

PROJECTED
FY 2026

ACCOUNT DESCRIPTION

REVENUES
Interest - Investments Interest - Tax Collector
Special Assmnts- Tax Collector
Special Assmnts- Discounts

$15,000.00
$0.00
$253,094.00
-$10,124.00

$27,610.00
$893.00
$253,093.00
-$9,480.00

$0.00
$0.00
$1.00
$0.00

$27,610.00
$893.00
$253,094.00
-$9,480.00

$15,000.00
$0.00
$253,091.49
-$10,123.66

EXPENDITURES

Administrative
P/R-Board of Supervisors FICA Taxes
ProfServ-Arbitrage Rebate ProfServ-Dissemination Agent ProfServ-Engineering ProfServ-Legal Services ProfServ-Mgmt Consulting ProfServ-Special Assessment ProfServ-Trustee Fees Auditing Services
Postage and Freight Printing and Binding Legal Advertising Miscellaneous Services
Misc-Assessment Collection Cost Misc-Contingency
Misc-Web Hosting Office Supplies
Annual District Filing Fee
Total Administrative

$6,000.00
$459.00
$600.00
$1,000.00
$25,000.00
$3,000.00
$41,200.00
$12,500.00
$3,971.00
$3,700.00
$500.00
$300.00
$900.00
$300.00
$5,062.00
$7,905.00
$2,604.00
$100.00
$175.00

$2,400.00
$61.00
$0.00
$0.00
$23,762.00
$3,257.00
$34,333.00
$12,500.00
$4,148.00
$3,825.00
$12.00
$0.00
$385.00
$1,370.00
$4,872.00
$938.00
$2,167.00
$0.00
$175.00

$3,600.00
$398.00
$600.00
$1,000.00
$1,238.00
$0.00
$6,867.00
$0.00
$0.00
$0.00
$488.00
$300.00
$515.00
$0.00
$190.00
$6,967.00
$437.00
$100.00
$0.00

$6,000.00
$459.00
$600.00
$1,000.00
$25,000.00
$3,257.00
$41,200.00
$12,500.00
$4,148.00
$3,825.00
$500.00
$300.00
$900.00
$1,370.00
$5,062.00
$7,905.00
$2,604.00
$100.00
$175.00

$6,000.00
$459.00
$600.00
$1,000.00
$25,000.00
$3,000.00
$42,436.00
$12,500.00
$4,148.00
$3,700.00
$500.00
$300.00
$1,000.00
$300.00
$5,061.83
$7,905.00
$2,604.00
$100.00
$175.00

$115,276.00

$94,205.00

$22,700.00

$116,905.00

$116,788.83

Insurance
Insurance - General Liability
Total Insurance

$8,957.00

$8,468.00

$489.00

$8,957.00

$8,957.00

$8,957.00

$8,468.00

$489.00

$8,957.00

$8,957.00

Annual Operating and Debt Service Budget

1

51

TOTAL REVENUES	$257,970.00	$272,116.00	$1.00	$272,117.00	$257,967.83

Live Oak II
Community Development District

General Fund

ADOPTED BUDGET
FY 2026

ACTUAL

PROJECTED

TOTAL

ANNUAL BUDGET
FY 2027

THRU
8/12/2026

September-
9/30/2026

PROJECTED
FY 2026

ACCOUNT DESCRIPTION

Utilities
Utility - General
Total Utilities

$0.00

$5,550.00

$0.00

$5,550.00

$4,900.00

$0.00

$5,550.00

$0.00

$5,550.00

$4,900.00

Field
Contracts-Envirom'l Monitoring Contracts-Landscape Contracts-Lakes
R&M-Fence R&M-Lake
R&M-Wetland Monitoring Misc-Contingency Capital Improvement Reserve - Ponds
Total Field

$5,800.00
$42,500.00
$22,000.00
$5,000.00
$7,500.00
$8,000.00
$11,755.00
$0.00
$31,182.00

$0.00
$34,200.00
$17,630.00
$0.00
$0.00
$0.00
$5,650.00
$49,100.00
$16,587.00

$5,800.00
$8,300.00
$4,370.00
$5,000.00
$7,500.00
$8,000.00
$6,105.00
$0.00
$14,595.00

$5,800.00
$42,500.00
$22,000.00
$5,000.00
$7,500.00
$8,000.00
$11,755.00
$49,100.00
$31,182.00

$5,800.00
$42,500.00
$22,000.00
$5,000.00
$7,500.00
$8,000.00
$11,755.00
$153,325.00
$31,182.00

$133,737.00

$123,167.00

$59,670.00

$182,837.00

$287,062.00

Excess (deficiency) of revenues
Over (under) expenditures

$0.00

$40,726.00

-$82,858.00

-$42,132.00

-$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

2

52

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

TOTAL EXPENDITURES	$257,970.00	$231,390.00	$82,859.00	$314,249.00	$417,707.83

Live Oak II
Community Development District

Exhibit "A"
Allocation of Fund Balances

Beginning Fund Balance - Carry Forward Surplus as of 10/1/2025

$877,463.00

Less: Forecasted Surplus/(Deficit) as of 9/30/2026

-$159,740.00

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

$219,365.75

249,860

153,325.00

$96,535.00

Notes

(1) Represents approximately 3 months of operating expenditures

Annual Operating and Debt Service Budget

3

53

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

FISCAL YEAR 2027 RESERVE FUND ANALYSIS

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

FISCAL YEAR 2026 RESERVE FUND ANALYSIS

District Name
Community Development District

Debt Service Fund

Budget Narrative
Fiscal Year 2027

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.

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.

4

54

EXPENDITURES

REVENUES

District Name
Community Development District

Debt Service Fund

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.

5

55

District Name
Community Development District

Debt Service Fund

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.
.

6

56

Live Oak II
Community Development District

Debt Service Budget
FY 2027

57

Live Oak II
Community Development District

Debt Service Fund

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

ADOPTED BUDGET
FY 2026

ACTUAL

PROJECTED

TOTAL

ANNUAL BUDGET
FY 2027

THRU
8/12/2026

September-
9/30/2026

PROJECTED
FY 2026

ACCOUNT DESCRIPTION

REVENUES
Interest - Investments
Special Assmnts- Tax Collector Special Assmnts- Discounts

$200.00
$600,454.00
-$24,018.00

$24,249.00
$600,454.00
-$22,491.00

$0.00
$0.00
$0.00

$24,249.00
$600,454.00
-$22,491.00

$0.00
$600,455.77
-$24,018.23

EXPENDITURES
Administration
Misc-Assessment Collection Cost
Total Administration

$12,009.00

$11,559.00

$450.00

$12,009.00

$12,009.12

$12,009.00

$11,559.00

$450.00

$12,009.00

$12,009.12

Debt Service
Principal Debt Retirement Interest Expense
Total Debt Service

$0.00
$0.00

$385,000.00
$170,915.00

$0.00
$0.00

$385,000.00
$170,915.00

$400,000.00
$158,595.00

$0.00

$555,915.00

$0.00

$555,915.00

$558,595.00

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

58

TOTAL EXPENDITURES	$12,009.00	$567,474.00	$450.00	$567,924.00	$570,604.12

TOTAL REVENUES	$576,636.00	$602,212.00	$0.00	$602,212.00	$576,437.54

Live Oak II
Community Development District

Debt Service Fund

AMORTIZATION SCHEDULE
SPECIAL ASSESSMENT BONDS SERIES 2016A

11/1/2026
5/1/2027
11/1/2027
5/1/2028
11/1/2028
5/1/2029
11/1/2029
5/1/2030
11/1/2030
5/1/2031
11/1/2031
5/1/2032
11/1/2032
5/1/2033
11/1/2033
5/1/2034
11/1/2034
5/1/2035

$4,165,000.00
$4,165,000.00
$3,765,000.00
$3,765,000.00
$3,355,000.00
$3,355,000.00
$2,930,000.00
$2,930,000.00
$2,490,000.00
$2,490,000.00
$2,030,000.00
$2,030,000.00
$1,550,000.00
$1,550,000.00
$1,050,000.00
$1,050,000.00
$535,000.00
$535,000.00

$79,297.50
$79,297.50
$72,697.50
$72,697.50
$65,112.50
$65,112.50
$57,250.00
$57,250.00
$49,110.00
$49,110.00
$40,600.00
$40,600.00
$31,000.00
$31,000.00
$21,000.00
$21,000.00
$10,700.00
$10,700.00

$79,390.00
$479,390.00
$72,790.00
$487,790.00
$65,112.50
$495,112.50
$57,157.50
$502,157.50
$48,925.00
$498,925.00
$40,600.00
$520,600.00
$31,000.00
$531,000.00
$21,000.00
$536,000.00
$10,700.00
$545,700.00

$558,780.00

$400,000.00

3.300%

$560,580.00

$410,000.00

3.700%

$560,225.00

$425,000.00

3.700%

$559,315.00

$440,000.00

3.700%

$547,850.00

$460,000.00

3.700%

$561,200.00

$480,000.00

4.000%

$562,000.00

$500,000.00

4.000%

$557,000.00

$515,000.00

4.000%

$556,400.00

$535,000.00

4.000%

Totals

$4,925,000.00

$1,207,083.76

$6,137,268.76

$6,137,268.76

Annual Operating and Debt Service Budget

8

59

Period	Outstanding	Principal	Coupon	Interest	Debt Service	Annual Debt Ending		Balance						Service

District Name
Community Development District

Debt Service Fund

Budget Narrative
Fiscal Year 2027

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.

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.

9

60

EXPENDITURES

REVENUES

Live Oak II
Community Development District

Supporting Budget Schedule
FY 2027

61

Live Oak II
Community Development District

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

Annual Operating and Debt Service Budget

10

62

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'
50'
60'
75'
80'

$328.69	$328.69	0.0%
$328.69	$328.69	0.0%
$328.69	$328.69	0.0%
$328.69	$328.69	0.0%
$328.69	$328.69	0.0%

$632.86	$632.86	0.0%
$717.24	$717.24	0.0%
$843.81	$843.81	0.0%
$1,096.95	$1,096.95	0.0%
$1,181.33	$1,181.33	0.0%

$961.55	$961.55	0.0%
$1,045.93	$1,045.93	0.0%
$1,172.50	$1,172.50	0.0%
$1,425.64	$1,425.64	0.0%
$1,510.02	$1,510.02	0.0%

191
328
134
74
43

770

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 ASSESSMENTS;

NON-AD PROVIDING

VALOREM

SPECIAL

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”);

Page 1 of 3

4933-5781-3181, v. 1

63

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.

a.

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.

b.

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

64

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:

Live Oak No. 2
Community Development District

Print Name:	
Secretary/Assistant Secretary

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

65

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

66

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

67

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.

68

Exhibit A:
Goals, Objectives, and Annual Reporting Form

69

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

October 1, 2026 – September 30, 2027

1. 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 ☐

2. 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.

Achieved: Yes ☐ No ☐

70

3. 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: 	 Printed Name: 	 Live Oak II Community Development District

Date: 	

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

Date: 	

71

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:	
Secretary/Assistant Secretary

Name:	
Chair/Vice Chair of the Board of Supervisors

4919-9938-7327, v. 1

72

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)

4919-9938-7327, v. 1

73

ESTIMATE

Steadfast Alliance Suite 102

DATE
8/4/2026

DUE	ESTIMATE #
9/3/2026

San Antonio FL

33576 US

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

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)

1.00

6,232.00

6,232.00

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)

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.

TOTAL

6,232.00

I warrant and represent that I am authorized to enter into this Agreement as Client/Owner.

Accepted this 	day of 	, 20	.

Signature: 	

Printed Name and Title: 	

Representing (Name of Firm): 	

74

DESCRIPTION	QTY	RATE	AMOUNT

ESTIMATE

Steadfast Alliance Suite 102

DATE
8/4/2026

DUE	ESTIMATE #
9/3/2026

San Antonio FL

33576 US

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

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 installation, and restoration of disturbed areas to establish a stable, vegetated shoreline in accordance with the engineer's recommendations.

1.00

59,450.00

59,450.00

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 provide long-term shoreline stabilization in accordance with the engineer's recommendations.

1.00

57,400.00

57,400.00

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 (TRM), topsoil placement, installation of sod, and restoration of all disturbed areas in accordance with the engineer's recommendations.

1.00

73,800.00

73,800.00

75

DESCRIPTION	QTY	RATE	AMOUNT

ESTIMATE

Steadfast Alliance Suite 102

DATE
8/4/2026

DUE	ESTIMATE #
9/3/2026

San Antonio FL

33576 US

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

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.

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.

TOTAL

190,650.00

I warrant and represent that I am authorized to enter into this Agreement as Client/Owner.

Accepted this 	day of 	, 20	.

Signature: 	

Printed Name and Title: 	

Representing (Name of Firm): 	

76

DESCRIPTION	QTY	RATE	AMOUNT

ESTIMATE

Steadfast Alliance Suite 102

DATE
8/4/2026

DUE	ESTIMATE #
9/3/2026

San Antonio FL

33576 US

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

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

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

77

DESCRIPTION	QTY	RATE	AMOUNT

ESTIMATE

Steadfast Alliance Suite 102

DATE
8/4/2026

DUE	ESTIMATE #
9/3/2026

San Antonio FL

33576 US

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

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.

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.

TOTAL

124,927.00

I warrant and represent that I am authorized to enter into this Agreement as Client/Owner.

Accepted this 	day of 	, 20	.

Signature: 	

Printed Name and Title: 	

Representing (Name of Firm): 	

78

DESCRIPTION	QTY	RATE	AMOUNT

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:

1.

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.

2.

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

3.

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

a.

Lake 12-1

i.
ii.

Grade 9,200 sqft of lake bank with ffill sourced from the lake. Install 9,200 sqft of TRM material with hydroseeding.

b.

Lake 12-2

i.
ii.

Grade 12,200 sqft of lake bank with ffill sourced from the lake. Install 12,200 sqft of TRM material with hydroseeding.

c.

Lake 14-5

i.
ii. iii.

Grade 9,200 sqft of lake bank with ffill sourced from the lake. Install 9,200 sqft of TRM material with hydroseeding.
Stabilize and rip rap culvert outﬂows

d.

All repairs to follow engineers recommendations as provided.

4.

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

5.

Forms of Payment: Premier Lakes accepts payment by check.

6.

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.

7.

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.

8.

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.

9.

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.

10.

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.

11.

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.

12.

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:

1.

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.

2.

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

3.

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

a.

4.

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

5.

Forms of Payment: Premier Lakes accepts payment by check.

6.

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.

7.

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.

8.

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.

9.

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.

10.

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.

11.

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.

12.

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

Site Masters of Florida, LLC
5551 Bloomfield Blvd.
Lakeland, FL 33810
Phone: (813) 917-9567
Email: tim.sitemastersofflorida@yahoo.com

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

85

Site Masters of Florida, LLC
5551 Bloomfield Blvd.
Lakeland, FL 33810
Phone: (813) 917-9567
Email: tim.sitemastersofflorida@yahoo.com

Pond 12-1
High Priority Medium Priority

210 LF
240 LF

$160/LF
$100/LF

$33,600
$24,000

Pond 12-2
High Priority Medium Priority

2220 LF
350 LF

$160/LF
$100/LF

$35,200
$35,000

Pond 14-5
High Priority (MES/FES repairs)

2210 LF

$250/LF

$52,500

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

86

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

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

87

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

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

88

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

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

89

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

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

90

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

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

91

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

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

JOB TITLE:
WORK PERFORMED: SCOPE OF WORK:

ESTERO COUNTRY CLUB / THE VINES
RESTORATION OF SHORELINE UTILIZING FABRIC & FILL DIRT WITH RIP RAP 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. MARCH AND APRIL OF 2022
$175,000.00
ROBERT DUMONT (630) 352-1979
BOBBYDUMONT@YAHOO.COM

WORK COMPLETED ON: PROJECT TOTAL: CONTACT:
PHONE: EMAIL:

JOB TITLE:
WORK PERFORMED:

AUDUBON COUNTRY CLUB/ FOUNDATION
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.
MAY OF 2022
$100,000.00
GARY SHIREY
(239) 822-7194
GSHIREY@PRECEDENTMGT.COM

WORK COMPLETED ON: PROJECT TOTAL: CONTACT:
PHONE: EMAIL:

JOB TITLE:
WORK PERFORMED: SCOPE OF WORK:

US WATERS
RESTORATION OF SHORELINE UTILIZING GEOTUBE
MECHANICALLY RESTORED LAKE BANKS UTILIZING MENZI MUCK, THEN SLOPED AND ADDED RIP RAP TO SEVERAL AREAS ON LAKE BANKS AROUND WATER PLANT.
JANUARY OF 2023
$211,500.00
JON VOLPENDESTA JVOLPENDESTA@USWATERCORP.NET

WORK COMPLETED ON: PROJECT TOTAL: CONTACT:
EMAIL:

6

92

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221
Ph: 941-479-7811
www.crosscreekenv.com

JOB TITLE:
WORK PERFORMED:

WATERLEFE
VARIOUS TYPES OF EROSION CONTROL, INCLUDING: RIP RAP, GEOTUBE MATTING, FILL & SOD.
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.
ON GOING
$400,000+
RICK SCHAPPACHER (941) 748-8340
RICK@SCHAPPACHERENG.COM

SCOPE OF WORK:

WORK COMPLETED ON: PROJECT TOTAL: CONTACT:
PHONE: EMAIL:

JOB TITLE:
WORK PERFORMED: SCOPE OF WORK:

CROSS CREEK HOA
RESTORATION OF SHORELINE UTILIZING MENZI MUCK
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.
ON GOING
$1,000,000+ GEORGE PRIETO (716) 818-7660
GPRIETO@PRECEDENTMGT.COM

WORK COMPLETED ON: PROJECT TOTAL: CONTACT:
PHONE: EMAIL:

7

93

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.
** All contracts over $10,000.00 will receive a notice to owner (NTO).
94

www.crosscreekenvironmental.com

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15830

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

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

Page 1

www.crosscreekenvironmental.com

** All contracts over $10,000.00 will receive a notice to owner (NTO).
95

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15831

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

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

Page 2

www.crosscreekenvironmental.com

** All contracts over $10,000.00 will receive a notice to owner (NTO).
96

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15831

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

** 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

Page 1

www.crosscreekenvironmental.com

** All contracts over $10,000.00 will receive a notice to owner (NTO).
97

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15832

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

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

Page 2

www.crosscreekenvironmental.com

** All contracts over $10,000.00 will receive a notice to owner (NTO).
98

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15832

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

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

Page 3

www.crosscreekenvironmental.com

** All contracts over $10,000.00 will receive a notice to owner (NTO).
99

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15832

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

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

Page 4

www.crosscreekenvironmental.com

** All contracts over $10,000.00 will receive a notice to owner (NTO).
100

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15832

Estimate

Crosscreek Environmental, Inc. 111 61st Street East
Palmetto, FL 34221 admin@crosscreekenv.com

Phone #  (941) 479-7811

Fax # (941) 479-7812

** All warranties exclude acts of God.
** There is a 3.5% fee for all payments made via credit card.
** All contracts over $10,000.00 will receive a notice to owner (NTO).
101

www.crosscreekenvironmental.com

* 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

Name / Address

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

Date

Estimate #

8/10/2026

15833

N

1032

400 ft

➤

LIVE OAK PRESERVE PHASE 2B
POND SHORELINE RESTORATION

680' Shoreline Restoration

720' Shoreline Restoration

N

103

400 ft

➤

LIVE OAK PRESERVE PHASE 2B
POND SHORELINE RESTORATION

290' Shoreline Restoration

Culvert Repair

Culvert Repair

Culvert Repair

B.E.S.T. RESTORATION BEFORE AND AFTER

BEFORE

AFTER

104

B.E.S.T. RESTORATION BEFORE AND AFTER

AFTER

BEFORE

105

Lower woven B.E.S.T Tube with ”Sacrfi 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

106

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

107

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

108

Coconut Coir TRM (If used) prior to sod

109

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
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

1. 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

110

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.

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.

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
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.

2. 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

111

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
3. 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.

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.

4.2 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

112

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.

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.

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package

5. 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.

General engineer submittal package | July 2026

113

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.

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.

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
6. 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.

7. Standard Installation Procedure

1.
2.
3.
4.
5.

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.

6.

7.

8.
9.

8. Installation Quality Control and Acceptance Checklist

General engineer submittal package | July 2026

114

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

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.

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package

9. 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.

10. 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

115

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.

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
11. Supporting Documents Included in This Package

General engineer submittal package | July 2026

116

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.

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
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

117

Crosscreek Environmental, Inc. | B.E.S.T. Natural Shoreline System | General Product Substitution Package
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

118

119

August 17, 2026

Kristee Cole
Senior District Manager INFRAMARK
313 Campus Street Celebration, FL 34747 Email: kristee.cole@inframark.com
(M) (813) 382-7355 | www.inframark.com

Re: Proposal for Surface Water Decline Monitoring and Sealing Maintenance Live Oak Preserve Phase 2A – Driftwood Village, Pond 9-5

Dear Ms. Cole,
Technical Graphics and Analysis (TGA) is pleased to submit this proposal for surface water monitoring, gauge/meter replacement, and bentonite sealant application at Pond 9-5 in the Driftwood Village community of Live Oak Preserve.

Background
Water level augmentation for Pond 9-5 was initiated on January 10, 2022, utilizing high- and low-level float controls configured for a 3.5-foot drawdown per pumping cycle. Following an initial Soil Floc sealant application on August 21, 2022, TGA monitored the site to evaluate changes in pond leakage rates. Results were presented to the CDD on January 18, 2024. Based on board discussion and recommendations from Peter Schreuder, CPG, continued operation and data monitoring were approved.
Current conditions present an ideal window for a secondary sealing application due to an extended period of low water levels.

Approach
Pond bottom sealing improves as fine sediments introduced via stormwater runoff combine with existing sealant products. The operating plan will maintain pond levels approximately 0.5 feet below the Seasonal High Water Level (SHWL) of 60.02 feet NGVD, allowing drawdown to 56.00 feet before refilling. As water infiltrates through the pond bottom (approximate elevation 45 feet), downward water movement will draw fine sediments and sealant into leakage pathways.
Previous hydrogeologic analysis established a direct relationship between Pond 9-5 water levels and the Upper Floridan Aquifer. Disconnections between these hydrologic units will continue to be evaluated using cumulative double-mass curve analysis and polynomial regression line comparisons.
For this phase, TGA proposes applying PD ESCO 3/8” chip bentonite hole plug. This aggregate size provides optimal settling velocity with delayed swelling action, allowing particles to penetrate deep into leak channels before expanding. Following application, site equipment will be upgraded to ensure uninterrupted data collection.

15815 Country Lake Dr., Tampa, FL 33624  (813) 924-2345  technicalgraphicsandanalysis@gmail.com

123

August 17, 2026
Page 2

Scope of Work

Task 1: Bentonite Sealant Application
Procure one pallet (sixty 50 lb. bags) of PD ESCO 3/8” bentonite hole plug. Construct a specialized screening/distribution rig and broadcast the material evenly across target leak areas via boat.

Task 2: Flow Meter Replacement
Replace the existing 2” well discharge flow meter. The current head unit has degraded from UV exposure, is out of calibration, and has reached the end of its operational lifespan.

Task 3: Staff Gauge Replacement & Survey Elevations
Replace the deteriorated wooden backer board and faded staff gauge faceplates. Re-anchor the pump control floats securely to the new structure. Perform an optical survey to establish precise datum elevations for the new gauge face and float trigger points.

Task 4: Quarterly Site Visits & Data Collection
Perform four (4) quarterly monitoring visits. Tasks include downloading 15-minute continuous logging data from three monitoring points: (1) Surficial Aquifer Well (MW1), (2) Upper Floridan Aquifer Well (MW2), and (3) Pond 9-5 Surface Water Stage. Maintain and update the master hydrologic database, record manual staff gauge readings, and document pump flow rates and totalized volume meter readings.

Task 5: Annual Data Summary & Seepage Analysis Report
Deliver an annual engineering letter report analyzing pond seepage dynamics. TGA will isolate representative dry-weather drawdown periods, construct comparative hydrographs, and perform double-mass curve analyses to evaluate sealing effectiveness relative to pumping volumes and Upper Floridan Aquifer interactions.
Budget Summary

Task 1

Bentonite Sealant Application
Purchase & delivery of 1 pallet (3,000 lbs) PD ESCO Bentonite
Screening rig fabrication & assembly
Field application labor & vessel operations

$991.00
$323.27
$4,872.00

Task 2

Flow Meter Replacement
Purchase & delivery of 2" mechanical flow meter
Field installation on well discharge piping

$343.19
$212.64

Staff Gauge Replacement & Survey Elevations
Materials & construction of staff gauge assembly
Installation, float mounting, & optical survey leveling

Task 3

$490.56
$212.64

Task 4
Task 5

Quarterly Monitoring & Data Collection ($490.00 / visit)
Annual Seepage Analysis Report

$1,960.00
$2,230.00

15815 Country Lake Dr., Tampa, FL 33624  (813) 924-2345  technicalgraphicsandanalysis@gmail.com

124

TOTAL	Total Proposed Project Cost	$11,635.30

Task 3 Subtotal	$703.20

Task 2 Subtotal	$555.83

Task 1 Subtotal	$6,186.27

Task	Description	Fee

August 17, 2026
Page 3

*Note: This proposal excludes routine mechanical maintenance or emergency repairs for the well, pump, and electrical control assembly. Should equipment failures occur, repair scopes and cost estimates will be submitted separately on an event-by-event basis.

Authorization & Acceptance
To accept this proposal and authorize work to proceed, please sign below and return a copy to TGA via email at technicalgraphicsandanalysis@gmail.com.

Respectfully submitted,
Technical Graphics and Analysis, LLC

Accepted and Authorized by:
Live Oak Preserve Phase 2A CDD

Nick Schrier
Director

Authorized Representative

Date: 	

15815 Country Lake Dr., Tampa, FL 33624  (813) 924-2345  technicalgraphicsandanalysis@gmail.com

125