Hacienda North Community Development District
707 Orchid Drive, Naples, FL 34102
P. 239-269-1341

BOARD OF SUPERVISORS	Monday, September 19, 2022, 9:00 a.m.
HACIENDA NORTH COMMUNITY	4001 Tamiami Trail N. Suite 300
DEVELOPMENT DISTRICT	Naples, Florida 34103

Roll Call.

Public Comments on Agenda Items.

Organizational Matters:

Open Public Hearing.
Consideration of Resolution 2022-34: A Resolution of the Board of Supervisors of Hacienda North Community Development District adopting rules of procedure; providing a severability clause’ and providing an effective date.
Exhibit 1

Close Public Hearing

Affidavit of Publication	Exhibit 2

Administrative Matters

Open Public Hearing
Consideration of Resolution 2022-35: A Resolution of the Board of Supervisors of the Hacienda North Community Development District making certain findings; authorizing a capital improvement plan; adopting an engineer’s report; equalizing, confirming and levying special assessments; addressing the finalization of special assessments; addressing the payment of special assessments and the method of collection; providing for the allocation of special assessments and true-up payments; addressing government property, and making provisions relating to the transfer of real property to units of local, state and federal government; authorizing the recording of an assessment notice; and providing for severability, conflicts and an effective date.
Exhibit 3
Close Public Hearing

Affidavit of Publication	Exhibit 4
Notice of Assessment Letter Mailing Affidavit	Exhibit 5
Open Public Hearing
Consideration of Resolution 2022-36: A Resolution of the Board of Supervisors of the Hacienda North Community Development District expressing its intent to utilize the uniform method of levying, collecting, and enforcing non-ad valorem assessments which may levied by the Hacienda North Community Development District in accordance with section 197.3632, Florida Statutes; providing a severability clause; and providing an effective date.
Exhibit 6

Close Public Hearing

Affidavit of Publication	Exhibit 7

Approval of Minutes of the August 15, 2022 Supervisors Meeting.	Exhibit 8

Acceptance of August 2022 Financial Statements	Exhibit 9

Business Matters

None to be considered at this time

Financial Matters

Update on Bond Validation and Series 2022/23 Bond Issue

Staff Reports.

Manager.

Legal Counsel.

Engineer.
Public Comments

Supervisors’ Requests.
Adjournment.

EXHIBIT 1

RESOLUTION 2022-34
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT ADOPTING RULES OF PROCEDURE; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Hacienda North Community Development District (the “District”) is a local unit of special purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated in Collier County, Florida; and
WHEREAS, Chapter 190, Florida Statutes, authorizes the District to adopt rules to govern the administration of the District and to adopt resolutions as may be necessary for the conduct of District business; and
WHEREAS, the Board of Supervisors finds that it is in the best interests of the District to adopt by resolution the Rules of Procedure attached hereto as Exhibit A for immediate use and application; and
WHEREAS, the Board of Supervisors has complied with applicable Florida law concerning rule development and adoption.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. The attached Rules of Procedure are hereby adopted pursuant to this resolution as necessary for the conduct of District business. These Rules of Procedure shall stay in full force and effect until such time as the Board of Supervisors may amend these rules in accordance with Chapter 190, Florida Statutes.
SECTION 2. If any provision of this resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.
SECTION 3. This resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 19th day of September, 2022.
ATTEST:	HACIENDA NORTH
COMMUNITY DEVELOPMENT DISTRICT

Secretary	Chairman, Board of Supervisors
Exhibit A:	Rules of Procedure

EXHIBIT A

RULES OF PROCEDURE HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

TABLE OF CONTENTS

Page

General .......................................................................................................................	2
Board of Supervisors; Officers and Voting ...................................................	3
Public Records ………………......................................................................	6
Public Meetings, Hearings, and Workshops ..................................................	7
Rulemaking Proceedings ...........................................................................................	11
Competitive Purchase ................................................................................................	17
Procedure Under the Consultants’ Competitive Negotiation Act ................	22
Procedure Regarding Auditor Selection ........................................................	26
Purchase of Insurance ....................................................................................	30
Pre-qualification.............................................................................................	32
Construction Contracts, Not Design-Build ....................................................	35
Construction Contracts, Design-Build ...........................................................	39
Payment and Performance Bonds. .................................................................	44
Goods, Supplies, and Materials .....................................................................	45
Maintenance Services ....................................................................................	49
Contractual Services ......................................................................................	52
Protests with Respect to Proceedings under Rules 3.1, 3.2, 3.3, 3.4,
3.5, 3.6, 3.8, and 3.9.......................................................................................	53
Effective Date ............................................................................................................	56

Rule 1.0	General.

Hacienda North Community Development District (the “District”) was created pursuant to the provisions of Chapter 190, Florida Statutes, and was established to provide for the ownership, operation, maintenance, and provision of various capital facilities and services within its jurisdiction. The purpose of these rules (the “Rules”) is to describe the general operations of the District.

Definitions located within any section of these Rules shall be applicable within all other sections, unless specifically stated to the contrary.

Unless specifically permitted by a written agreement with the District, the District does not accept documents filed by electronic mail or facsimile transmission. Filings are only accepted during normal business hours.

A Rule of the District shall be effective upon adoption by affirmative vote of the District Board. After a Rule becomes effective, it may be repealed or amended only through the rulemaking procedures specified in these Rules. Notwithstanding, the District may immediately suspend the application of a Rule if the District determines that the Rule conflicts with Florida law. In the event that a Rule conflicts with Florida law and its application has not been suspended by the District, such Rule should be interpreted in the manner that best effectuates the intent of the Rule while also complying with Florida law. If the intent of the Rule absolutely cannot be effectuated while complying with Florida law, the Rule shall be automatically suspended.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.011(5), 190.011(15), Fla. Stat.

Rule 1.1	Board of Supervisors; Officers and Voting.

Board of Supervisors. The Board of Supervisors of the District (the “Board”) shall consist of five
members. Members of the Board (“Supervisors”) appointed by ordinance or rule or elected by landowners must be citizens of the United States of America and residents of the State of Florida. Supervisors elected by resident electors must be citizens of the United States of America, residents of the State of Florida and of the District, registered to vote with the Supervisor of Elections of the county in which the District is located, and qualified. The Board shall exercise the powers granted to the District under Florida law.

Supervisors shall hold office for the term specified by Section 190.006, Florida Statutes. If, during the term of office, any Board member(s) vacates their office, the remaining member(s) of the Board shall fill the vacancies by appointment for the remainder of the term(s). If three or more vacancies exist at the same time, a quorum, as defined herein, shall not be required to appoint replacement Board members.

Three (3) members of the Board shall constitute a quorum for the purposes of conducting business, exercising powers and all other purposes. A Board member shall be counted toward the quorum if physically present at the meeting, regardless of whether such Board member is prohibited from, or abstains from, participating in discussion or voting on a particular item.

Action taken by the Board shall be upon a majority vote of the members present, unless otherwise provided in the Rules or required by law. Subject to Rule 1.3(10), a Board member participating in the Board meeting by telephone, video or other electronic means shall be entitled to vote and take all other action as though physically present.

Unless otherwise provided for by an act of the Board, any one Board member may attend a mediation session on behalf of the Board. Any agreement resulting from such mediation session must be approved pursuant to subsection (1)(c) of this Rule.

Officers. At the first Board meeting held after each election where the newly elected members take office, the Board shall select a Chairperson, Vice-Chairperson, Secretary, Assistant Secretary, and Treasurer.

The Chairperson must be a member of the Board. If the Chairperson resigns from that office or ceases to be a member of the Board, the Board shall select a Chairperson. The Chairperson serves at the pleasure of the Board. The Chairperson shall be authorized to execute resolutions and contracts on the District’s behalf. The Chairperson shall convene and conduct all meetings of the Board. In the event the Chairperson is unable to attend a meeting, the Vice-Chairperson shall convene and conduct the meeting. The Chairperson or Vice-Chairperson may delegate the responsibility of conducting the meeting to the District’s manager (“District Manager”) or District Counsel, in whole or in part.

The Vice-Chairperson shall be a member of the Board and shall have such duties and responsibilities as specifically designated by the Board from time to time. The Vice- Chairperson has the authority to execute resolutions and contracts on the District’s behalf in the absence of the Chairperson. If the Vice-Chairperson resigns from office or ceases to be a member of the Board, the Board shall select a Vice-Chairperson. The Vice- Chairperson serves at the pleasure of the Board.

	The Secretary of the Board serves at the pleasure of the Board and need not be a member of the Board. The Secretary shall be responsible for maintaining the minutes of Board meetings and may have other duties assigned by the Board from time to time. An employee of the District Manager may serve as Secretary.

	The Treasurer need not be a member of the Board but must be a resident of the State of Florida. The Treasurer shall perform duties described in Section 190.007(2) and (3), Florida Statutes, as well as those assigned by the Board from time to time. The Treasurer shall serve at the pleasure of the Board.

	In the event that both the Chairperson and Vice-Chairperson are absent from a Board meeting and a quorum is present, the Board may designate one of its members or a member of District staff to convene and conduct the meeting. In such circumstances, any of the Board members present are authorized to execute agreements, resolutions, and other documents approved by the Board at such meeting. In the event that the Chairperson and Vice-Chairperson are both unavailable to execute a document previously approved by the Board, the Secretary or any Assistant Secretary may execute such document.

	The Board may assign additional duties to District officers from time to time, which include, but are not limited to, executing documents on behalf of the District.

	The Chairperson, Vice-Chairperson, and any other person authorized by District Resolution may sign checks and warrants for the District, countersigned by the Treasurer or other persons authorized by the Board.

Committees. The Board may establish committees of the Board, either on a permanent or temporary basis, to perform specifically designated functions. Committees may include individuals who are not members of the Board. Such functions may include, but are not limited to, review of bids, proposals, and qualifications, contract negotiations, personnel matters, and budget preparation.

Record Book. To the extent required by law, the Board shall keep a permanent record book entitled “Record of Proceedings,” in which shall be recorded minutes of all meetings, resolutions, proceedings, certificates, and corporate acts. The Records of Proceedings shall be located at a District office and shall be available for inspection by the public.

Meetings. For each fiscal year, the Board shall establish a schedule of regular meetings, which shall be published as required by law. Meetings of the Board and Committees serving an advisory function shall be open to the public as required by the provisions of Chapter 286, Florida Statutes.

Voting Conflict of Interest. The Board shall comply with Section 112.3143, Florida Statutes, so as to ensure the proper disclosure of conflicts of interest on matters coming before the Board for a vote. For the purposes of this section, voting “conflict of interest” shall be governed by Chapters 112 and 190, Florida Statutes, as amended from time to time.

When a Board member knows the member has a conflict of interest on a matter coming before the Board, the member should notify the Board’s Secretary prior to participating in any discussion with the Board on the matter. The member shall publicly announce the conflict of interest at the meeting. This announcement shall appear in the minutes.

The Board’s Secretary shall prepare a Memorandum of Voting Conflict (Form 8B) which shall then be signed by the Board member, filed with the Board’s Secretary, and provided for attachment to the minutes of the meeting within fifteen (15) days of the meeting.

If a Board member inadvertently votes on a matter and later learns he or she has a conflict of interest on the matter, the member shall immediately notify the Board’s Secretary. Within fifteen (15) days of the notification, the member shall file the appropriate Memorandum of Voting Conflict, which will be attached to the minutes of the Board meeting during which the vote on the matter occurred. The Memorandum of Voting Conflict shall immediately be provided to other Board members and shall be read publicly at the next meeting held subsequent to the filing of the Memorandum of Voting Conflict. The Board member’s vote is unaffected by this filing.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 112.3143, 190.006, 190.007, Fla. Stat.

Rule 1.2	Public Records.

Public Records. All District public records within the meaning of Chapter 119, Florida Statutes, and not otherwise restricted by law, including the “Records of Proceedings”, may be copied or inspected at the District Office during regular business hours. Unless otherwise designated by the Board, the official District office shall be the District Manager’s office as identified by the District Manager. If the District Manager’s office is not located within the county in which the District is located, the Board shall designate a local records office within such county which shall at a minimum contain those documents required by law. All written public records requests shall be directed to the Secretary who by these rules is appointed as the District’s records custodian. Regardless of the form of the request, any Supervisor or staff member who receives a public records request shall immediately forward or communicate such request to the Secretary for coordination of a prompt response. The Secretary, after consulting with District Counsel as to the applicability of any exceptions under the public records laws, shall be responsible for responding to the public records request.

Copies. Copies of public records shall be made available to the requesting person at the current rate authorized under Section 119.07(4), Florida Statutes. The requesting person may be required to pay for any charges in advance.

Records Retention. The Secretary of the District shall be responsible for retaining the District’s records in accordance with applicable Florida law.

Policies. The Board may adopt policies related to the conduct of its business and the provision of services either by resolution or motion.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 119.0701, 190.006, 119.07, Fla. Stat.

Rule 1.3	Public Meetings, Hearings, and Workshops.

Notice. Pursuant to Section 189.015(1), Florida Statutes, the Board shall file quarterly, semiannually, or annually a schedule of its regular meetings with the local governing authorities. The schedule shall include the date, time, and location of each scheduled meeting. The schedule shall be published quarterly, semiannually, or annually as required by law. The Board may hold special meetings from time to time. Special meetings may be called by a vote of a majority of the Board or upon the request of any three (3) Supervisors made to the District Manager. Except in emergencies or as otherwise required by law, for the purpose of any meeting other than a regular meeting or any recessed and reconvened meeting of the Board, the District shall provide at least seven (7) days public notice shall be given of any public meeting, hearing, or workshop of the Board. Public notice of any meeting shall be given as required by Florida law.

Each Notice shall state, as applicable:

The date, time and place of the meeting, hearing or workshop;

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

The District office address for the submission of requests for copies of the agenda, as well as a contact name and telephone number for verbal requests for copies of the agenda; and

The following or substantially similar language with applicable telephone number inserted: “Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (   )	
		. If you are hearing or speech impaired, please contact the Florida Relay Service at 1 (800) 955-8770, who can aid you in contacting the District Office.”

The following or substantially similar language: “A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting/hearing/workshop is advised that person will need a record of the 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 the appeal is to be based.”

The following or substantially similar language: “The meeting [or hearing or workshop] may be continued in progress without additional notice to a time, date, and location stated on the record.”

Mistake. In the event that a meeting is held under the incorrect assumption that notice required by law and these Rules has been given, the Board at its next properly noticed meeting shall cure such defect by considering the agenda items from the prior meeting individually and anew.

Agenda. The District Manager, under the guidance of District Counsel and the Chairperson (or Vice-Chairperson if the Chairperson is unavailable), shall prepare a notice and an agenda of the meeting/hearing/workshop. A Board member may add an item to the agenda by notifying the District Manager no less than seven (7) business days prior to the meeting at which said item will

be discussed and the item shall then be added to the agenda as long as it relates to District business. The notice and agenda shall be available to the public at least seven (7) days before the meeting/hearing/workshop except in an emergency. For good cause, the agenda may be changed after it is first made available for distribution. The requirement of good cause shall be liberally construed to allow the District to efficiently conduct business and to avoid the expenses associated with special meetings. The agenda may be changed before or at the meeting/hearing/workshop by a vote of the Board.

The District may, but is not required to, use the following format in preparing its agenda for its regular meetings:

Call to order Roll call
Public comment on Agenda Items Organizational matters
Review of minutes
Specific items of old business Specific items of new business Staff reports
District Counsel
District Engineer
District Manager
Financial Report
Approval of Expenditures Supervisor’s requests and comments
Public comment Adjournment

Minutes. The Secretary shall be responsible for preparing and keeping the minutes of each meeting of the Board. Minutes shall be corrected and approved by the Board at a subsequent meeting. The Secretary may work with other staff members in preparing draft minutes for the Board’s consideration.

Special Requests. Persons wishing to receive, by mail, notices or agendas of meetings, may so advise the District Manager or Secretary at the District Office. Such persons shall furnish a mailing address in writing and shall be required to pre-pay the cost of the copying and postage.

Emergency Meetings. The Chairperson, or Vice-Chairperson if the Chairperson is unavailable, may convene an emergency meeting of the Board without first having complied with sections (1) and (3) of this Rule, to act on emergency matters that may affect the public health, safety, or welfare. Whenever possible, the District Manager shall make reasonable efforts to provide public notice and notify all Board members of an emergency meeting twenty-four (24) hours in advance. Reasonable efforts may include telephone notification. Notice of the emergency meeting must be provided both before and after the meeting on the District’s website. Whenever an emergency meeting is called, the District Manager shall be responsible for notifying at least one newspaper of general circulation in the District. After an emergency meeting, the Board shall publish in a newspaper of general circulation in the District, the time, date and place of the emergency

meeting, the reasons why an emergency meeting was necessary and a description of the action taken. Actions taken at an emergency meeting may be ratified by the Board at a regularly noticed meeting subsequently held.

Public Comment. The Board shall set aside a reasonable amount of time at each meeting for public comment and members of the public shall be permitted to provide comment on any proposition before the Board. The portion of the meeting generally reserved for public comment shall be identified in the agenda. Policies governing public comment may be adopted by the Board in accordance with Florida law.

Budget Hearing. Notice of hearing on the annual budget(s) shall be in accord with Section 190.008, Florida Statutes. Once adopted in accord with Section 190.008, Florida Statutes, the annual budget(s) may be amended from time to time by action of the Board. Approval of invoices by the Board in excess of the funds allocated to a particular budgeted line item shall serve to amend the budgeted line item.

Public Hearings. Notice of required public hearings shall contain the information required by applicable Florida law and by these Rules applicable to meeting notices and shall be mailed and published as required by Florida law. The District Manager shall ensure that all such notices, whether mailed or published, contain the information required by Florida law and these Rules and are mailed and published as required by Florida law. Public hearings may be held during Board meetings when the agenda includes such public hearing.

Participation by Telephone, Video, Or Other Electronic Means. District staff may participate in Board meetings by telephone, video, or other electronic means. Except as otherwise provided by Florida law, Board members may also participate in Board meetings by telephone, video, or other electronic means if in the good judgment of the Board extraordinary circumstances exist; provided however, at least three Board members must be physically present at the meeting location to establish a quorum. Such extraordinary circumstances shall be presumed when a Board member participates by telephone, video, or other electronic means unless a majority of the Board members physically present determines that extraordinary circumstances do not exist.

Board Authorization. The District has not adopted Robert’s Rules of Order. For each agenda item, there shall be discussion permitted among the Board members during the meeting. Approval or disapproval of resolutions and other proposed Board actions shall be in the form of a motion by one Board member, a second by another Board member, and an affirmative vote by the majority of the Board members present. Any Board member, including the Chairperson, can make or second a motion.

Cancellations. Any Board meeting that has been previously scheduled pursuant to these Rules may be cancelled upon the concurrence of the District Manager and the Chairperson (or the Vice- Chairperson in the absence of the Chairperson) or upon the consent of no less than three (3) of the five (5) Board members.

Continuances. Any meeting or public hearing of the Board may be continued without re-notice or re-advertising provided that:

The Board identifies on the record at the original meeting a reasonable need for a continuance;

The continuance is to a specified date, time, and location publicly announced at the original meeting; and

The public notice for the original meeting states that the meeting may be continued to a date and time and states that the date, time, and location of any continuance shall be publicly announced at the original meeting and posted at the District Office immediately following the original meeting.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 190.006, 190.007, 190.008, 286.0105, 286.011, 286.0114, Fla. Stat.

Rule 2.0	Rulemaking Proceedings.

Commencement of Proceedings. Proceedings held for adoption, amendment, or repeal of a District rule shall be conducted according to these Rules. Rulemaking proceedings shall be deemed to have been initiated upon publication of notice by the District. A “rule” is a District statement of general applicability that implements, interprets, or prescribes law or policy, or describes the procedure or practice requirements of the District (“Rule”). Nothing herein shall be construed as requiring the District to consider or adopt rules unless required by Chapter 190, Florida Statutes. Policies adopted by the District which do not consist of rates, fees, rentals or other monetary charges may be, but are not required to be, implemented through rulemaking proceedings.

Notice of Rule Development.

Except when the intended action is the repeal of a Rule, the District shall provide notice of the development of a proposed rule by publication of a Notice of Rule Development in a newspaper of general circulation in the District before providing notice of a proposed rule as required by section (3) of this Rule. Consequently, the Notice of Rule Development shall be published at least twenty-nine (29) days prior to the public hearing on the proposed Rule. The Notice of Rule Development shall indicate the subject area to be addressed by rule development, provide a short, plain explanation of the purpose and effect of the proposed rule, cite the specific legal authority for the proposed rule, and include a statement of how a person may promptly obtain, without cost, a copy of any preliminary draft, if available.

All rules as drafted shall be consistent with Chapter 120, Florida Statutes.

Notice of Proceedings and Proposed Rules.

Prior to the adoption, amendment, or repeal of any rule other than an emergency rule, the District shall give notice of its intended action, setting forth a short, plain explanation of the purpose and effect of the proposed action, a reference to the specific rulemaking authority pursuant to which the rule is adopted, and a reference to the section or subsection of the Florida Statutes being implemented, interpreted, or made specific. The notice shall include a summary of the District’s statement of the estimated regulatory costs, if one has been prepared, based on the factors set forth in Section 120.541(2), Florida Statutes, and a statement that any person who wishes to provide the District with a lower cost regulatory alternative as provided by Section 120.541(1), must do so in writing within twenty- one (21) days after publication of the notice. The notice shall additionally include a statement that any affected person may request a public hearing by submitting a written request within twenty-one (21) days after the date of publication of the notice. Except when intended action is the repeal of a rule, the notice shall include a reference to both the date on which and the place where the Notice of Rule Development required by section (2) of this Rule appeared.

The notice shall be published in a newspaper of general circulation in the District and each county in which the District is located not less than twenty-eight (28) days prior to the intended action. The proposed rule shall be available for inspection and copying by the public at the time of the publication of notice.

The notice shall be mailed to all persons named in the proposed rule and to all persons who, at least fourteen (14) days prior to such mailing, have made requests of the District for advance notice of its rulemaking proceedings. Any person may file a written request

with the District Manager to receive notice by mail of District proceedings to adopt, amend, or repeal a rule. Such persons must furnish a mailing address and may be required to pay the cost of copying and mailing. Notice will then be mailed to all persons whom, at least fourteen (14) days prior to such mailing, have made requests of the District for advance notice of its proceedings.

Rule Development Workshops. Whenever requested in writing by any affected person, the District must either conduct a rule development workshop prior to proposing rules for adoption or the Chairperson must explain in writing why a workshop is unnecessary. The District may initiate a rule development workshop but is not required to do so.

Petitions to Initiate Rulemaking. All Petitions to Initiate Rulemaking proceedings must contain the name, address, and telephone number of the petitioner, the specific action requested, the specific reason for adoption, amendment, or repeal, the date submitted, the text of the proposed rule, and the facts showing that the petitioner is regulated by the District, or has substantial interest in the rulemaking. Not later than sixty (60) calendar days following the date of filing a petition, the Board shall initiate rulemaking proceedings or deny the petition with a written statement of its reasons for the denial. If the petition is directed to an existing policy that the District has not formally adopted as a rule, the District may, in its discretion, notice and hold a public hearing on the petition to consider the comments of the public directed to the policy, its scope and application, and to consider whether the public interest is served adequately by the application of the policy on a case-by-case basis, as contrasted with its formal adoption as a rule. However, this section shall not be construed as requiring the District to adopt a rule to replace a policy.

Rulemaking Materials. After the publication of the notice referenced in section
of this Rule, the Board shall make available for public inspection and shall provide, upon request and payment of the cost of copies, the following materials:

The text of the proposed rule, or any amendment or repeal of any existing rules;

A detailed written statement of the facts and circumstances justifying the proposed rule;

A copy of the statement of estimated regulatory costs if required by Section 120.541,
Florida Statutes; and

The published notice.

Hearing. The District may, or, upon the written request of any affected person received within twenty-one (21) days after the date of publication of the notice described in section (3) of this Rule, shall, provide a public hearing for the presentation of evidence, argument, and oral statements, within the reasonable conditions and limitations imposed by the District to avoid duplication, irrelevant comments, unnecessary delay, or disruption of the proceedings. The District shall publish notice of the public hearing in a newspaper of general circulation within the District either in the text of the notice described in section (3) of this Rule or in a separate publication at least seven (7) days before the scheduled public hearing. The notice shall specify the date, time, and location of the public hearing, and the name, address, and telephone number of the District contact person who can provide information about the public hearing. Written statements may be submitted by any person prior to or at the public hearing. All timely submitted written statements shall be considered by the District and made part of the rulemaking record.

Emergency Rule Adoption. The Board may adopt an emergency rule if it finds that immediate danger to the public health, safety, or welfare exists which requires immediate action. Prior to the adoption of an emergency rule, the District Manager shall make reasonable efforts to notify a newspaper of general circulation in the District. Notice of emergency rules shall be published as soon as possible in a newspaper of general circulation in the District. The District may use any procedure which is fair under the circumstances in the adoption of an emergency rule as long as it protects the public interest as determined by the District and otherwise complies with these provisions.

Negotiated Rulemaking. The District may use negotiated rulemaking in developing and adopting rules pursuant to Section 120.54(2)(d), Florida Statutes, except that any notices required under Section 120.54(2)(d), Florida Statutes, may be published in a newspaper of general circulation in the county in which the District is located.

Rulemaking Record.	In all rulemaking proceedings, the District shall compile and maintain a rulemaking record. The record shall include, if applicable:

The texts of the proposed rule and the adopted rule;

All notices given for a proposed rule;

Any statement of estimated regulatory costs for the rule;

A written summary of hearings, if any, on the proposed rule;

All written comments received by the District and responses to those written comments; and

All notices and findings pertaining to an emergency rule.

Petitions to Challenge Existing Rules.

Any person substantially affected by a rule may seek an administrative determination of the invalidity of the rule on the ground that the rule is an invalid exercise of the District’s authority.

The petition seeking an administrative determination must state with particularity the provisions alleged to be invalid with sufficient explanation of the facts or grounds for the alleged invalidity and facts sufficient to show that the person challenging a rule is substantially affected by it.

The petition shall be filed with the District. Within 10 days after receiving the petition, the Chairperson shall, if the petition complies with the requirements of subsection (b) of this section, designate any member of the Board (including the Chairperson), District Manager, District Counsel, or other person as a hearing officer who shall conduct a hearing within 30 days thereafter, unless the petition is withdrawn or a continuance is granted by agreement of the parties. The failure of the District to follow the applicable rulemaking procedures or requirements in this Rule shall be presumed to be material; however, the District may rebut this presumption by showing that the substantial interests of the petitioner and the fairness of the proceedings have not been impaired.

Within 30 days after the hearing, the hearing officer shall render a decision and state the reasons therefor in writing.

Hearings held under this section shall be de novo in nature. The petitioner has a burden of proving by a preponderance of the evidence that the existing rule is an invalid exercise of District authority as to the objections raised. The hearing officer may:

Administer oaths and affirmations;

Rule upon offers of proof and receive relevant evidence;

Regulate the course of the hearing, including any pre-hearing matters;

Enter orders; and

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

The petitioner and the District shall be adverse parties. Other substantially affected persons may join the proceedings as intervenors on appropriate terms which shall not unduly delay the proceedings.

Variances and Waivers. A “variance” means a decision by the District to grant a modification to all or part of the literal requirements of a rule to a person who is subject to the rule. A “waiver” means a decision by the District not to apply all or part of a rule to a person who is subject to the rule. Variances and waivers from District rules may be granted subject to the following:

Variances and waivers shall be granted when the person subject to the rule demonstrates that the purpose of the underlying statute will be or has been achieved by other means by the person, and when application of the rule would create a substantial hardship or would violate principles of fairness. For purposes of this section, “substantial hardship” means a demonstrated economic, technological, legal, or other type of hardship to the person requesting the variance or waiver. For purposes of this section, “principles of fairness” are violated when the literal application of a rule affects a particular person in a manner significantly different from the way it affects other similarly situated persons who are subject to the rule.

A person who is subject to regulation by a District Rule may file a petition with the District, requesting a variance or waiver from the District’s Rule. Each petition shall specify:

The rule from which a variance or waiver is requested;

The type of action requested;

The specific facts that would justify a waiver or variance for the petitioner; and

The reason why the variance or the waiver requested would serve the purposes of the underlying statute.

The District shall review
the petition and may request only that information needed to clarify the petition or to answer new questions raised by or directly related to the petition. If the petitioner asserts that any request for additional information is not authorized by law or by Rule of the District, the District shall proceed, at the petitioner’s written request, to process the petition.

The Board shall grant or deny a petition for variance or waiver, and shall announce such disposition at a publicly held meeting of the Board, within sixty (60) days after receipt of the original petition, the last item of timely requested additional material, or the petitioner's written request to finish processing the petition. The District’s statement granting or denying the petition shall contain a statement of the relevant facts and reasons supporting the District's action.

Rates, Fees, Rentals and Other Charges. All rates, fees, rentals, or other charges shall be subject to rulemaking proceedings. Policies adopted by the District which do not consist of rates, fees, rentals or other charges may be, but are not required to be, implemented through rulemaking proceedings.

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

Rule 3.0	Competitive Purchase.

Purpose and Scope. In order to comply with Sections 190.033(1) through (3), 287.055 and 287.017, Florida Statutes, the following provisions shall apply to the purchase of Professional Services, insurance, construction contracts, design-build services, goods, supplies, and materials, Contractual Services, and maintenance services.

Board Authorization. Except in cases of an Emergency Purchase, a competitive purchase governed by these Rules shall only be undertaken after authorization by the Board.

Definitions.

“Competitive Solicitation” means a formal, advertised procurement process, other than an Invitation to Bid, Request for Proposals, or Invitation to Negotiate, approved by the Board to purchase commodities and/or services which affords vendors fair treatment in the competition for award of a District purchase contract.

“Continuing Contract” means a contract for Professional Services entered into in accordance with Section 287.055, Florida Statutes, between the District and a firm, whereby the firm provides Professional Services to the District for projects in which the costs do not exceed one million dollars ($1,000,000), for a study activity when the fee for such Professional Services to the District does not exceed fifty thousand dollars ($50,000), or for work of a specified nature as outlined in the contract with the District, with no time limitation except that the contract must provide a termination clause (for example, a contract for general District engineering services). Firms providing Professional Services under Continuing Contracts shall not be required to bid against one another.

“Contractual Service” means the rendering by a contractor of its time and effort rather than the furnishing of specific commodities. The term applies only to those services rendered by individuals and firms who are independent contractors. Contractual Services do not include auditing services, Maintenance Services, or Professional Services as defined in Section 287.055(2)(a), Florida Statutes, and these Rules. Contractual Services also do not include any contract for the furnishing of labor or materials for the construction, renovation, repair, modification, or demolition of any facility, building, portion of building, utility, park, parking lot, or structure or other improvement to real property entered into pursuant to Chapter 255, Florida Statutes, and Rules 3.5 or 3.6.

“Design-Build Contract” means a single contract with a Design-Build Firm for the design and construction of a public construction project.

“Design-Build Firm” means a partnership, corporation or other legal entity that:

Is certified under Section 489.119, Florida Statutes, to engage in contracting through a certified or registered general contractor or a certified or registered building contractor as the qualifying agent; or

Is certified under Section 471.023, Florida Statutes, to practice or to offer to practice engineering; certified under Section
481.219, Florida Statutes, to practice or to offer to practice architecture; or certified under Section 481.319, Florida Statutes, to practice or to offer to practice landscape architecture.

“Design Criteria Package” means concise, performance-oriented drawings or specifications for a public construction project. The purpose of the Design Criteria Package is to furnish sufficient information to permit Design-Build Firms to prepare a bid or a response to the District’s Request for Proposals, or to permit the District to enter into a negotiated Design- Build Contract. The Design Criteria Package must specify performance- based criteria for the public construction project, including the legal description of the site, survey information concerning the site, interior space requirements, material quality standards, schematic layouts and conceptual design criteria of the project, cost or budget estimates, design and construction schedules, site development requirements, provisions for utilities, stormwater retention and disposal, and parking requirements applicable to the project. Design Criteria Packages shall require firms to submit information regarding the qualifications, availability, and past work of the firms, including the partners and members thereof.

“Design Criteria Professional” means a firm who holds a current certificate of registration under Chapter 481, Florida Statutes, to practice architecture or landscape architecture, or a firm who holds a current certificate as a registered engineer under Chapter 471, Florida Statutes, to practice engineering, and who is employed by or under contract to the District to provide professional architect services, landscape architect services, or engineering services in connection with the preparation of the Design Criteria Package.

“Emergency Purchase” means a purchase necessitated by a sudden unexpected turn of events (for example, acts of God, riot, fires, floods, hurricanes, accidents, or any circumstances or cause beyond the control of the Board in the normal conduct of its business), where the Board finds that the delay incident to competitive purchase would be detrimental to the interests of the District. This includes, but is not limited to, instances where the time to competitively award the project will jeopardize the funding for the project, will materially increase the cost of the project, or will create an undue hardship on the public health, safety, or welfare.

“Invitation to Bid” is a written solicitation for sealed bids with the title, date, and hour of the public bid opening designated specifically and defining the commodity or service involved. It includes printed instructions prescribing conditions for bidding, qualification, evaluation criteria, and provides for a manual signature of an authorized representative. It may include one or more bid alternates.

“Invitation to Negotiate” means a written solicitation for competitive sealed replies to select one or more vendors with which to commence negotiations for the procurement of commodities or services.

“Negotiate” means to conduct legitimate, arm’s length discussions and conferences to reach an agreement on a term or price.

“Professional Services” means those services within the scope of the practice of architecture, professional engineering, landscape architecture, or registered surveying and mapping, as defined by the laws of Florida, or those services performed by any architect, professional engineer, landscape architect, or registered surveyor and mapper, in connection with the firm's or individual's professional employment or practice.

“Proposal (or Reply or Response) Most Advantageous to the District” means, as determined in the sole discretion of the Board, the proposal, reply, or response that is:

Submitted by a person or firm capable and qualified in all respects to perform fully the contract requirements, who has the integrity and reliability to assure good faith performance;

The most responsive to the Request for Proposals, Invitation to Negotiate, or Competitive Solicitation as determined by the Board; and

For a cost to the District deemed by the Board to be reasonable.

“Purchase” means acquisition by sale, rent, lease, lease/purchase, or installment sale. It does not include transfer, sale, or exchange of goods, supplies, or materials between the District and any federal, state, regional or local governmental entity or political subdivision of the State of Florida.

“Request for Proposals” or “RFP” is a written solicitation for sealed proposals with the title, date, and hour of the public opening designated and requiring the manual signature of an authorized representative. It may provide general information, applicable laws and rules, statement of work, functional or general specifications, qualifications, proposal instructions, work detail analysis, and evaluation criteria as necessary.

“Responsive and Responsible Bidder” means an entity or individual that has submitted a bid that conforms in all material respects to the Invitation to Bid and has the capability in all respects to fully perform the contract requirements and the integrity and reliability that will assure good faith performance. “Responsive and Responsible Vendor” means an entity or individual that has submitted a proposal, reply, or response that conforms in all material respects to the Request for Proposals, Invitation to Negotiate, or Competitive Solicitation and has the capability in all respects to fully perform the contract requirements and the integrity and reliability that will assure good faith performance. In determining whether an entity or individual is a Responsive and Responsible Bidder (or Vendor), the District may consider, in addition to factors described in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, the following:

The ability and adequacy of the professional personnel employed by the entity/individual;

The past performance of the entity/individual for the District and in other professional employment;

The willingness of the entity/individual to meet time and budget requirements;

The geographic location of the entity’s/individual’s headquarters or office in relation to the project;
The recent, current, and projected workloads of the entity/individual;

The volume of work previously awarded to the entity/individual;

Whether the cost components of the bid or proposal are appropriately balanced; and

Whether the entity/individual is a certified minority business enterprise.

“Responsive Bid,” “Responsive Proposal,” “Responsive Reply,” and “Responsive Response” all mean a bid, proposal, reply, or response which conforms in all material respects to the specifications and conditions in the Invitation to Bid, Request for Proposals, Invitations to Negotiate, or Competitive Solicitation document and these Rules, and the cost components of which, if any, are appropriately balanced. A bid, proposal, reply or response is not responsive if the person or firm submitting it fails to meet any material requirement relating to the qualifications, financial stability, or licensing of the bidder.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.033, 255.20, 287.055, Fla. Stat.

Rule 3.1	Procedure Under The Consultants' Competitive Negotiations Act.

Scope. The following procedures are adopted for the selection of firms or individuals to provide Professional Services exceeding the thresholds herein described, for the negotiation of such contracts, and to provide for protest of actions of the Board under this Rule. As used in this Rule, “Project” means that fixed capital outlay study or planning activity when basic construction cost is estimated by the District to exceed the threshold amount provided in Section 287.017, Florida Statutes, for CATEGORY FIVE, or for a planning study activity when the fee for Professional Services is estimated by the District to exceed the threshold amount provided in Section 287.017 for CATEGORY TWO, as such categories may be amended or adjusted from time to time.

Qualifying Procedures. In order to be eligible to provide Professional Services to the District, a consultant must, at the time of receipt of the firm’s qualification submittal:

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

Hold all required applicable state professional licenses in good standing;

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607, Florida Statutes, if the consultant is a corporation; and

Meet any qualification requirements set forth in the District’s Request for Qualifications.

Evidence of compliance with this Rule may be submitted with the qualifications, if requested by the District. In addition, evidence of compliance must be submitted any time requested by the District.

Public Announcement. Except in cases of valid public emergencies as certified by the Board, the District shall announce each occasion when Professional Services are required for a Project or a Continuing Contract by publishing a notice providing a general description of the Project, or the nature of the Continuing Contract, and the method for interested consultants to apply for consideration. The notice shall appear in at least one (1) newspaper of general circulation in the District and in such other places as the District deems appropriate. The notice must allow at least fourteen (14) days for submittal of qualifications from the date of publication. The District may maintain lists of consultants interested in receiving such notices. These consultants are encouraged to submit annually statements of qualifications and performance data. Consultants who provide their name and address to the District Manager for inclusion on the list shall receive notices by mail. The Board has the right to reject any and all qualifications, and such reservation shall be included in the published notice. Consultants not receiving a contract award shall not be entitled to recover from the District any costs of qualification package preparation or submittal.

Competitive Selection.

The Board shall review and evaluate the data submitted in response to the notice described in section (3) of this Rule regarding qualifications and performance ability, as well as any statements of qualifications on file. The Board shall conduct discussions with, and may require public presentation by consultants regarding their qualifications, approach to the Project, and ability to furnish the required services. The Board shall then select and list the consultants, in order of preference, deemed to be the most highly

capable and qualified to perform the required Professional Services, after considering these and other appropriate criteria:

The ability and adequacy of the professional personnel employed by each consultant;

Whether a consultant is a certified minority business enterprise;

Each consultant’s past performance;

The willingness of each consultant to meet time and budget requirements;

The geographic location of each consultant's headquarters, office and personnel in relation to the project;

The recent, current, and projected workloads of each consultant; and

The volume of work previously awarded to each consultant by the District.

Nothing in these Rules shall prevent the District from evaluating and eventually selecting a consultant if less than three (3) qualification packages, including packages indicating a desire not to provide Professional Services on a given Project, are received.

If the selection process is administered by any person or committee other than the full Board, the selection made will be presented to the full Board with a recommendation that competitive negotiations be instituted with the selected firms in order of preference listed.

Notice of the rankings adopted by the Board, including the rejection of some or all qualification packages, shall be provided in writing to all consultants by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s ranking decisions under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

Competitive Negotiation.

After the Board has authorized the beginning of competitive negotiations, the District may begin such negotiations with the firm listed as most qualified to perform the required Professional Services at a rate or amount of compensation which the Board determines is fair, competitive, and reasonable.

In negotiating a lump-sum or cost-plus-a-fixed-fee professional contract for more than the threshold amount provided in Section 287.017, Florida Statutes, for CATEGORY FOUR, the firm receiving the award shall be required to execute a truth-in-negotiation certificate stating that “wage rates and other factual unit costs supporting the compensation are accurate, complete and current at the time of contracting.” In addition, any professional service contract under which such a certificate is required, shall contain a provision that “the original contract price and any additions thereto, shall be adjusted to exclude any significant sums by which the Board determines the contract price was

increased due to inaccurate, incomplete, or noncurrent wage rates and other factual unit costs.”

Should the District be unable to negotiate a satisfactory agreement with the firm determined to be the most qualified at a price deemed by the District to be fair, competitive, and reasonable, then negotiations with that firm shall be terminated and the District shall immediately begin negotiations with the second most qualified firm. If a satisfactory agreement with the second firm cannot be reached, those negotiations shall be terminated and negotiations with the third most qualified firm shall be undertaken.

Should the District be unable to negotiate a satisfactory agreement with one of the top three (3) ranked consultants, additional firms shall be selected by the District, in order of their competence and qualifications. Negotiations shall continue, beginning with the first-named firm on the list, until an agreement is reached or the list of firms is exhausted.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

	Continuing Contract. Nothing in this Rule shall prohibit a Continuing Contract between a consultant and the District.

	Emergency Purchase. The District may make an Emergency Purchase without complying with these Rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 190.011(3), 190.033, 287.055, Fla. Stat.

Rule 3.2	Procedure Regarding Auditor Selection.

In order to comply with the requirements of Section 218.391, Florida Statutes, the following procedures are outlined for selection of firms or individuals to provide Auditing Services and for the negotiation of such contracts.

Definitions.

“Auditing Services” means those services within the scope of the practice of a certified public accounting firm licensed under Chapter 473, Florida Statutes, and qualified to conduct audits in accordance with government auditing standards as adopted by the Florida Board of Accountancy.

“Committee” means the audit selection committee appointed by the Board as described in section (2) of this Rule.

Establishment of Audit Committee. Prior to a public announcement under section (4) of this Rule that Auditing Services are required, the Board shall establish an audit selection committee (“Committee”), the primary purpose of which is to assist the Board in selecting an auditor to conduct the annual financial audit required by Section 218.39, Florida Statutes. The Committee should include at least three individuals, some or all of whom may also serve as members of the Board. The establishment and selection of the Committee must be conducted at a publicly noticed and held meeting of the Board.

Establishment of Minimum Qualifications and Evaluation Criteria. Prior to a public announcement under section (4) of this Rule that Auditing Services are required, the Committee shall meet at a publicly noticed meeting to establish minimum qualifications and factors to use for the evaluation of Auditing Services to be provided by a certified public accounting firm licensed under Chapter 473, Florida Statutes, and qualified to conduct audits in accordance with government auditing standards as adopted by the Florida Board of Accountancy.

Minimum Qualifications. In order to be eligible to submit a proposal, a firm must, at all relevant times including the time of receipt of the proposal by the District:

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

Hold all required applicable state professional licenses in good standing;

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607, Florida Statutes, if the proposer is a corporation; and

Meet any pre-qualification requirements established by the Committee and set forth in the RFP or other specifications.

If requested in the RFP or other specifications, evidence of compliance with the minimum qualifications as established by the Committee must be submitted with the proposal.

Evaluation Criteria. The factors established for the evaluation of Auditing Services by the Committee shall include, but are not limited to:

Ability of personnel;

Experience;

Understanding of scope of work;

Ability to furnish the required services; and

Such other factors as may be determined by the Committee to be applicable to its particular requirements.

The Committee may also choose to consider compensation as a factor. If the Committee establishes compensation as one of the factors, compensation shall not be the sole or predominant factor used to evaluate proposals.

Public Announcement. After identifying the factors to be used in evaluating the proposals for Auditing Services as set forth in section (3) of this Rule, the Committee shall publicly announce the opportunity to provide Auditing Services. Such public announcement shall include a brief description of the audit and how interested firms can apply for consideration and obtain the RFP. The notice shall appear in at least one (1) newspaper of general circulation in the District and the county in which the District is located. The public announcement shall allow for at least seven (7) days for the submission of proposals.

Request for Proposals. The Committee shall provide interested firms with a Request for Proposals (“RFP”). The RFP shall provide information on how proposals are to be evaluated and such other information the Committee determines is necessary for the firm to prepare a proposal. The RFP shall state the time and place for submitting proposals.

Committee’s Evaluation of Proposals and Recommendation. The Committee shall meet at a publicly held meeting that is publicly noticed for a reasonable time in advance of the meeting to evaluate all qualified proposals and may, as part of

the evaluation, require that each interested firm provide a public presentation where the Committee may conduct discussions with the firm, and where the firm may present information, regarding the firm’s qualifications. At the public meeting, the Committee shall rank and recommend in order of preference no fewer than three firms deemed to be the most highly qualified to perform the required services after considering the factors established pursuant to subsection (3)(b) of this Rule. If fewer than three firms respond to the RFP or if no firms respond to the RFP, the Committee shall recommend such firm as it deems to be the most highly qualified. Notwithstanding the foregoing, the Committee may recommend that any and all proposals be rejected.

Board Selection of Auditor.

Where compensation was not selected as a factor used in evaluating the proposals, the Board shall negotiate with the firm ranked first and inquire of that firm as to the basis of compensation. If the Board is unable to negotiate a satisfactory agreement with the first ranked firm at a price deemed by the Board to be fair, competitive, and reasonable, then negotiations with that firm shall be terminated and the Board shall immediately begin negotiations with the second ranked firm. If a satisfactory agreement with the second ranked firm cannot be reached, those negotiations shall be terminated and negotiations with the third ranked firm shall be undertaken. The Board may reopen formal negotiations with any one of the three top-ranked firms, but it may not negotiate with more than one firm at a time. If the Board is unable to negotiate a satisfactory agreement with any of the selected firms, the Committee shall recommend additional firms in order of the firms’ respective competence and qualifications. Negotiations shall continue, beginning with the first-named firm on the list, until an agreement is reached or the list of firms is exhausted.

Where compensation was selected as a factor used in evaluating the proposals, the Board shall select the highest-ranked qualified firm.

In negotiations with firms under this Rule, the Board may allow the District Manager, District Counsel, or other designee to conduct negotiations on its behalf.

Notwithstanding the foregoing, the Board may reject any or all proposals. The Board shall not consider any proposal, or enter into any contract for Auditing Services, unless the proposed agreed-upon compensation is reasonable to satisfy the requirements of Section 218.39, Florida Statutes, and the needs of the District.

Contract. Any agreement reached under this Rule shall be evidenced by a written contract, which may take the form of an engagement letter signed and executed by both parties. The written contract shall include all provisions and conditions of the procurement of such services and shall include, at a minimum, the following:

A provision specifying the services to be provided and fees or other compensation for such services;

A provision requiring that invoices for fees or other compensation be submitted in sufficient detail to demonstrate compliance with the terms of the contract;

A provision setting forth deadlines for the auditor to submit a preliminary draft audit report to the District for review and to submit a final audit report no later than July 1 of the fiscal year that follows the fiscal year for which the audit is being conducted;

A provision specifying the contract period, including renewals and conditions under which the contract may be terminated or renewed. No contract shall continue, or allow the contract to be renewed, for a period of more than three years from the date of its execution. A renewal may be done without the use of the auditor selection procedures provided in this Rule, but must be in writing.

Provisions required by law that require the auditor to comply with public records laws.

Notice of Award. Once a negotiated agreement with a firm or individual is reached, or the Board authorizes the execution of an agreement with a firm where compensation was a factor in the evaluation of proposals, notice of the intent to award, including the rejection of some or all proposals, shall be provided in writing to all proposers by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests regarding the award of contracts under this Rule shall be as provided for in Rule 3.11. No proposer shall be entitled to recover any costs of proposal preparation or submittal from the District.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 119.0701, 218.391, Fla. Stat.

Rule 3.3	Purchase of Insurance.

Scope. The purchases of life, health, accident, hospitalization, legal expense, or annuity insurance, or all of any kinds of such insurance for the officers and employees of the District, and for health, accident, hospitalization, and legal expenses upon a group insurance plan by the District, shall be governed by this Rule. This Rule does not apply to the purchase of any other type of insurance by the District, including but not limited to liability insurance, property insurance, and directors and officers insurance. Nothing in this Rule shall require the District to purchase insurance.

Procedure. For a purchase of insurance within the scope of these Rules, the following procedure shall be followed:

The Board shall cause to be prepared a Notice of Invitation to Bid.

Notice of the Invitation to Bid shall be advertised at least once in a newspaper of general circulation within the District. The notice shall allow at least fourteen (14) days for submittal of bids.

The District may maintain a list of persons interested in receiving notices of Invitations to Bid. Persons who provide their name and address to the District Manager for inclusion on the list shall receive notices by mail.

Bids shall be opened at the time and place noted in the Invitation to Bid.

If only one (1) response to an Invitation is received, the District may proceed with the purchase. If no response to an Invitation to Bid is received, the District may take whatever steps are reasonably necessary in order to proceed with the purchase.

The Board has the right to reject any and all bids and such reservations shall be included in all solicitations and advertisements.

Simultaneously with the review of the submitted bids, the District may undertake negotiations with those companies that have submitted reasonable and timely bids and, in the opinion of the District, are fully qualified and capable of meeting all services and requirements. Bid responses shall be evaluated in accordance with the specifications and criteria contained in the Invitation to Bid; in addition, the total cost to the District, the cost, if any, to the District officers, employees, or their dependents, the geographic location of the company’s headquarters and offices in relation to the District, and the ability of the company to guarantee premium stability may be considered. A contract to purchase insurance shall be awarded to that company whose response to the

Invitation to Bid best meets the overall needs of the District, its officers, employees, and/or dependents.

Notice of the intent to award, including rejection of some or all bids, shall be provided in writing to all bidders by United States Mail, by hand delivery, or by overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s procurement of insurance under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: § 112.08, Fla. Stat.

Rule 3.4	Pre-qualification

Scope. In its discretion, the District may undertake a pre-qualification process in accordance with this Rule for vendors to provide construction services, goods, supplies, and materials, Contractual Services, and maintenance services.

Procedure. When the District seeks to pre-qualify vendors, the following procedures shall apply:

The Board shall cause to be prepared a Request for Qualifications.

For construction services exceeding the thresholds described in Section
255.20, Florida Statutes, the Board must advertise the proposed pre- qualification criteria and procedures and allow at least seven (7) days’ notice of the public hearing for comments on such pre-qualification criteria and procedures. At such public hearing, potential vendors may object to such pre-qualification criteria and procedures. Following such public hearing, the Board shall formally adopt pre-qualification criteria and procedures prior to the advertisement of the Request for Qualifications for construction services.

The Request for Qualifications shall be advertised at least once in a newspaper of general circulation within the District and within the county in which the District is located. The notice shall allow at least seven (7) days for submittal of qualifications for goods, supplies and materials, Contractual Services, maintenance services, and construction services under two hundred fifty thousand dollars ($250,000). The notice shall allow at least twenty-one (21) days for submittal of qualifications for construction services estimated to cost over two hundred fifty thousand dollars ($250,000) and thirty (30) days for construction services estimated to cost over five hundred thousand dollars ($500,000).

The District may maintain lists of persons interested in receiving notices of Requests for Qualifications. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any pre-qualification determination or contract awarded in accordance with these Rules and shall not be a basis for a protest of any pre-qualification determination or contract award.

If the District has pre-qualified vendors for a particular category of purchase, at the option of the District, only those persons who have been pre-qualified will be eligible to submit bids, proposals, replies or responses in response to the applicable Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

In order to be eligible to submit qualifications, a firm or individual must, at the time of receipt of the qualifications:

Hold the required applicable state professional licenses in good standing;

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

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607, Florida Statutes, if the vendor is a corporation; and

Meet any special pre-qualification requirements set forth in the Request for Qualifications.

Evidence of compliance with these Rules must be submitted with the qualifications if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the qualifications.

Qualifications shall be presented to the Board, or a committee appointed by the Board, for evaluation in accordance with the Request for Qualifications and this Rule. Minor variations in the qualifications may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature.

All vendors determined by the District to meet the pre-qualification requirements shall be pre-qualified. To assure full understanding of the responsiveness to the requirements contained in a Request for Qualifications, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion and revision of qualifications. For construction services, any contractor pre-qualified and considered eligible by the Department of Transportation to bid to perform the type of work the project entails shall be presumed to be qualified to perform the project.

The Board shall have the right to reject all qualifications if there are not enough to be competitive or if rejection is determined to be in the best interest of the District. No vendor shall be entitled to recover any costs of qualification preparation or submittal from the District.

Notice of intent to pre-qualify, including rejection of some or all qualifications, shall be provided in writing to all vendors by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s pre-qualification decisions under this Rule shall be in accordance with the procedures set forth in Rule 3.11; provided however, protests related to the pre- qualification criteria and procedures for construction services shall be resolved in accordance with section (2)(b) of this Rule and Section 255.20(1)(b), Florida Statutes.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.033, 255.0525, 255.20, Fla. Stat.

Rule 3.5	Construction Contracts, Not Design-Build.

Scope. All contracts for the construction or improvement of any building, structure, or other public construction works authorized by Chapter 190, Florida Statutes, the costs of which are estimated by the District in accordance with generally accepted cost accounting principles to be in excess of the threshold amount for applicability of Section 255.20, Florida Statutes, as that amount may be indexed or amended from time to time, shall be let under the terms of these Rules and the procedures of Section 255.20, Florida Statutes, as the same may be amended from time to time. A project shall not be divided solely to avoid the threshold bidding requirements.

Procedure. When a purchase of construction services is within the scope of this Rule, the following procedures shall apply:

The Board shall cause to be prepared an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Notice of the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be advertised at least once in a newspaper of general circulation in the District and in the county in which the District is located. The notice shall also include the amount of the bid bond, if one is required. The notice shall allow at least twenty-one (21) days for submittal of sealed bids, proposals, replies, or responses, unless the Board, for good cause, determines a shorter period of time is appropriate. Any project projected to cost more than five hundred thousand dollars ($500,000) must be noticed at least thirty (30) days prior to the date for submittal of bids, proposals, replies, or responses. If the Board has previously pre-qualified contractors pursuant to Rule 3.4 and determined that only the contractors that have been pre-qualified will be permitted to submit bids, proposals, replies, and responses, the Notice of Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation need not be published. Instead, the Notice of Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be sent to the pre-qualified contractors by United States Mail, hand delivery, facsimile, or overnight delivery service.

The District may maintain lists of persons interested in receiving notices of Invitations to Bid, Requests for Proposals, Invitations to Negotiate, and Competitive Solicitations. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

If the District has pre-qualified providers of construction services, then, at the option of the District, only those persons who have been pre-qualified will be eligible to submit bids, proposals, replies, or responses to Invitations to Bid, Requests for Proposals, Invitations to Negotiate, and Competitive Solicitations.

In order to be eligible to submit a bid, proposal, reply, or response, a firm or individual must, at the time of receipt of the bids, proposals, replies, or responses:

Hold the required applicable state professional licenses in good standing;

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

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

Meet any special pre-qualification requirements set forth in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Any contractor that has been found guilty by a court of any violation of federal labor or employment tax laws regarding subjects such as safety, tax withholding, worker’s compensation, unemployment tax, social security and Medicare tax, wage or hour, or prevailing rate laws within the past 5 years may be considered ineligible by the District to submit a bid, response, or proposal for a District project.

Evidence of compliance with these Rules must be submitted with the bid, proposal, reply, or response, if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the bid, proposal, reply, or response.

Bids, proposals, replies, and responses, or the portions of which that include the price, shall be publicly opened at a meeting noticed in accordance with Rule 1.3, and at which at least one district representative is present. The name of each bidder and the price submitted in the bid shall be announced at such meeting, and shall be made available upon request. Minutes should be taken at the meeting and maintained by the District. Bids, proposals, replies, and responses shall be evaluated in accordance with the respective Invitation to Bid, Request for Proposals,

Invitation to Negotiate, or Competitive Solicitation and these Rules. Minor variations in the bids, proposals, replies, or responses may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified or supplemented after opening; provided however, additional information may be requested and/or provided to evidence compliance, make non-material modifications, clarifications, or supplementations, and as otherwise permitted by Florida law.

The lowest Responsive Bid submitted by a Responsive and Responsible Bidder in response to an Invitation to Bid shall be accepted. In relation to a Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, the Board shall select the Responsive Proposal, Reply, or Response submitted by a Responsive and Responsible Vendor which is most advantageous to the District. To assure full understanding of the responsiveness to the solicitation requirements contained in a Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion, preparation, and revision of bids, proposals, replies, and responses.

The Board shall have the right to reject all bids, proposals, replies, or responses because they exceed the amount of funds budgeted for the purchase, if there are not enough to be competitive, or if rejection is determined to be in the best interest of the District. No contractor shall be entitled to recover any costs of bid, proposal, response, or reply preparation or submittal from the District.

The Board may require potential contractors to furnish bid bonds, performance bonds, and/or other bonds with a responsible surety to be approved by the Board.

Notice of intent to award, including rejection of some or all bids, proposals, replies, or responses, shall be provided in writing to all contractors by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s purchase of construction services under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

If less than three (3) Responsive Bids, Proposals, Replies, or Responses are received, the District may purchase construction services or may reject the bids, proposals, replies, or responses for a lack of competitiveness. If no Responsive Bid, Proposal, Reply, or Response is received, the District may take whatever steps reasonably necessary in order to proceed with the procurement of construction services, which steps may include a direct purchase of the construction services without further competitive selection processes.

Sole Source; Government. Construction services that are only available from a single source are exempt from this Rule. Construction services provided by governmental agencies are exempt from this Rule. This Rule shall not apply to the purchase of construction services, which may include goods, supplies, or materials, that are purchased under a federal, state, or local government contract that has been competitively procured by such federal, state, or local government in a manner consistent with the material procurement requirements of these Rules. A contract for construction services is exempt from this Rule if state or federal law prescribes with whom the District must contract or if the rate of payment is established during the appropriation process.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Emergency Purchases. The District may make an Emergency Purchase without complying with these rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board Meeting.

Exceptions. This Rule is inapplicable when:

The project is undertaken as repair or maintenance of an existing public facility;

The funding source of the project will be diminished or lost because the time required to competitively award the project after the funds become available exceeds the time within which the funding source must be spent;

The District has competitively awarded a project and the contractor has abandoned the project or the District has terminated the contractor; or

The District, after public notice, conducts a public meeting under Section
286.011, Florida Statutes, and finds by a majority vote of the Board that it is in the public’s best interest to perform the project using its own services, employees, and equipment.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 189.053, 190.033, 255.0518, 255.0525, 255.20, 287.055, Fla. Stat.

Rule 3.6	Construction Contracts, Design-Build.

Scope. The District may utilize Design-Build Contracts for any public construction project for which the Board determines that use of such contract is in the best interest of the District. When letting a Design-Build Contract, the District shall use the following procedure:

Procedure.

The District shall utilize a Design Criteria Professional meeting the requirements of Section 287.055(2)(k), Florida Statutes, when developing a Design Criteria Package, evaluating the proposals and qualifications submitted by Design-Build Firms, and determining compliance of the project construction with the Design Criteria Package. The Design Criteria Professional may be an employee of the District, may be the District Engineer selected by the District pursuant to Section 287.055, Florida Statutes, or may be retained pursuant to Rule 3.1. The Design Criteria Professional is not eligible to render services under a Design-Build Contract executed pursuant to the Design Criteria Package.

A Design Criteria Package for the construction project shall be prepared and sealed by the Design Criteria Professional. If the project utilizes existing plans, the Design Criteria Professional shall create a Design Criteria Package by supplementing the plans with project specific requirements, if any.

The Board may either choose to award the Design-Build Contract pursuant to the competitive proposal selection process set forth in Section 287.055(9), Florida Statutes, or pursuant to the qualifications based selection process pursuant to Rule 3.1.

Qualifications-Based Selection. If the process set forth in Rule 3.1 is utilized, subsequent to competitive negotiations, a guaranteed maximum price and guaranteed completion date shall be established.

Competitive Proposal-Based Selection. If the competitive proposal selection process is utilized, the Board, in consultation with the Design Criteria Professional, shall establish the criteria, standards and procedures for the evaluation of Design-Build Proposals based on price, technical, and design aspects of the project, weighted for the project. After a Design Criteria Package and the standards and procedures for evaluation of proposals have been developed, competitive proposals from qualified firms shall be solicited pursuant to the design criteria by the following procedure:

A Request for Proposals shall be advertised at least once in a newspaper of general circulation in the county in which the District is located. The notice shall allow at least twenty-one (21) days for submittal of sealed proposals, unless the Board, for good cause, determines a shorter period of time is appropriate. Any project projected to cost more than five hundred thousand dollars ($500,000) must be noticed at least thirty (30) days prior to the date for submittal of proposals.

The District may maintain lists of persons interested in receiving notices of Requests for Proposals. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

In order to be eligible to submit a proposal, a firm must, at the time of receipt of the proposals:

Hold the required applicable state professional licenses in good standing, as defined by Section 287.055(2)(h), Florida Statutes;

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

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607, Florida Statutes, if the proposer is a corporation;

Meet any special pre-qualification requirements set forth in the Request for Proposals and Design Criteria Package.

Any contractor that has been found guilty by a court of any violation of federal labor or employment tax laws regarding subjects such as safety, tax withholding, worker’s compensation, unemployment tax, social security and Medicare tax, wage or hour, or prevailing rate laws within the past 5 years may be considered ineligible by the District to submit a bid, response, or proposal for a District project.

Evidence of compliance with these Rules must be submitted with the proposal if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the proposal.

The proposals, or the portions of which that include the price, shall be publicly opened at a meeting noticed in accordance with Rule 1.3, and at which at least one district representative is present. The name of each bidder and the price submitted in the bid shall be announced at such meeting, and shall be made available upon request. Minutes should be taken at the meeting and maintained by the District. In consultation with the Design Criteria Professional, the Board shall evaluate the proposals received based on evaluation criteria and procedures established prior to the solicitation of proposals, including but not limited to qualifications, availability, and past work of the firms and the partners and members thereof. The Board shall then select no fewer than three (3) Design- Build Firms as the most qualified.

The Board shall have the right to reject all proposals if rejection is determined to be in the best interest of the District. No vendor shall be entitled to recover any costs of proposal preparation or submittal from the District.

If less than three (3) proposals are received, the District may purchase design-build services or may reject the proposals for lack of competitiveness. If no proposals are received, the District may take whatever steps reasonably necessary in order to proceed with the procurement of design-build services, which steps may include a direct purchase of the design-build services without further competitive selection processes.

Notice of the rankings adopted by the Board, including the rejection of some or all proposals, shall be provided in writing to all consultants by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s rankings under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

The Board shall negotiate a contract with the firm ranking the highest based on the evaluation standards and shall establish a price which the Board determines is fair, competitive and reasonable. Should the Board be unable to negotiate a satisfactory contract with the firm considered to be the most qualified at a price considered by the Board to be fair, competitive, and reasonable, negotiations with that firm must be terminated. The Board shall then undertake negotiations with the second most qualified firm, based on the ranking by the evaluation standards. Failing accord with the second most qualified firm, the Board must terminate negotiations. The Board shall then undertake negotiations with the third most qualified firm. Should the Board be unable to negotiate a satisfactory contract with any of the selected firms, the Board shall select additional firms in order of their rankings based on the evaluation standards and continue negotiations until an agreement is reached or the list of firms is exhausted.

After the Board contracts with a firm, the firm shall bring to the Board for approval, detailed working drawings of the project.

The Design Criteria Professional shall evaluate the compliance of the detailed working drawings and project construction with the Design Criteria Package, and shall provide the Board with a report of the same.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Emergency Purchase. The Board may, in case of public emergency, declare an emergency and immediately proceed with negotiations with the best qualified Design-Build Firm available at the time. The fact that an Emergency Purchase has occurred shall be noted in the minutes of the next Board meeting.

Exceptions. This Rule is inapplicable when:

The project is undertaken as repair or maintenance of an existing public facility;

The funding source of the project will be diminished or lost because the time required to competitively award the project after the funds become available exceeds the time within which the funding source must be spent;

The District has competitively awarded a project and the contractor has abandoned the project or the District has terminated the contractor; or

The District, after public notice, conducts a public meeting under Section
286.011, Florida Statutes, and finds by a majority vote of the Board that it is in the public’s best interest to perform the project using its own services, employees, and equipment.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 189.053, 190.033, 255.0518, 255.0525, 255.20, 287.055, Fla. Stat.

Rule 3.7	Payment and Performance Bonds.

Scope. This Rule shall apply to contracts for the construction of a public building, for the prosecution and completion of a public work, or for repairs upon a public building or public work, and shall be construed in addition to terms prescribed by any other Rule that may also apply to such contracts.

Required Bond. Upon entering into a contract for any of the services described in section (1) of this Rule in excess of $200,000, the Board should require that the contractor, before commencing the work, execute and record a payment and performance bond in an amount equal to the contract price. Notwithstanding the terms of the contract or any other law, the District may not make payment to the contractor until the contractor has provided to the District a certified copy of the recorded bond.

Discretionary Bond. At the discretion of the Board, upon entering into a contract for any of the services described in section (1) of this Rule for an amount not exceeding $200,000, the contractor may be exempted from executing a payment and performance bond.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: § 255.05, Fla. Stat.

Rule 3.8	Goods, Supplies, and Materials.

Purpose and Scope. All purchases of goods, supplies, or materials exceeding the amount provided in Section 287.017, Florida Statutes, for CATEGORY FOUR, shall be purchased under the terms of this Rule. Contracts for purchases of “goods, supplies, and materials” do not include printing, insurance, advertising, or legal notices. A contract involving goods, supplies, or materials plus maintenance services may, in the discretion of the Board, be treated as a contract for maintenance services. However, a purchase shall not be divided solely in order to avoid the threshold bidding requirements.

Procedure. When a purchase of goods, supplies, or materials is within the scope of this Rule, the following procedures shall apply:

The Board shall cause to be prepared an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Notice of the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be advertised at least once in a newspaper of general circulation within the District and within the county in which the District is located. The notice shall also include the amount of the bid bond, if one is required. The notice shall allow at least seven (7) days for submittal of bids, proposals, replies, or responses.

The District may maintain lists of persons interested in receiving notices of Invitations to Bid, Requests for Proposals, Invitations to Negotiate, or Competitive Solicitations. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

If the District has pre-qualified suppliers of goods, supplies, and materials, then, at the option of the District, only those persons who have been pre- qualified will be eligible to submit bids, proposals, replies, or responses.

In order to be eligible to submit a bid, proposal, reply, or response, a firm or individual must, at the time of receipt of the bids, proposals, replies, or responses:

Hold the required applicable state professional licenses in good standing;

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

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607, Florida Statutes, if the vendor is a corporation; and

Meet any special pre-qualification requirements set forth in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Evidence of compliance with these Rules must be submitted with the bid, proposal, reply or response if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the bid, proposal, reply, or response.

Any firm or individual whose principal place of business is outside the State of Florida must also submit a written opinion of an attorney at law licensed to practice law in that foreign state, as to the preferences, if any or none, granted by the law of that foreign state to business entities whose principal places of business are in that foreign state, in the letting of any or all public contracts. Failure to submit such a written opinion or submission of a false or misleading written opinion may be grounds for rejection of the bid, proposal, reply, or response.

Bids, proposals, replies, and responses shall be publicly opened at the time and place noted on the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation. Bids, proposals, replies, and responses shall be evaluated in accordance with the respective Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, and this Rule. Minor variations in the bids, proposals, replies, or responses may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified or supplemented after opening; provided however, additional information may be requested and/or provided to evidence compliance, make non- material modifications, clarifications, or supplementations, and as otherwise permitted by Florida law.

The lowest Responsive Bid, after taking into account the preferences provided for in this subsection, submitted by a Responsive and Responsible Bidder in response to an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be accepted. If the lowest Responsive Bid is submitted by a Responsive and Responsible Bidder whose principal place of business is located in a foreign state which does not grant a preference in competitive purchase to businesses whose principal place of business are in that foreign state, the lowest Responsible and Responsive Bidder whose principal place of business is in the State of Florida shall be awarded a preference of five (5) percent. If the lowest Responsive Bid is submitted by a Responsive and Responsible Bidder whose principal place of business is located in a foreign state which grants a preference in competitive purchase to businesses whose principal place of business are in that foreign state, the lowest Responsible and Responsive Bidder whose principal place of business is in the State of Florida shall be awarded a preference equal to the preference granted by such foreign state.

To assure full understanding of the responsiveness to the solicitation requirements contained in an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion, preparation, and revision of bids, proposals, replies, and responses.

The Board shall have the right to reject all bids, proposals, replies, or responses because they exceed the amount of funds budgeted for the purchase, if there are not enough to be competitive, or if rejection is determined to be in the best interest of the District. No vendor shall be entitled to recover any costs of bid, proposal, reply, or response preparation or submittal from the District.

The Board may require bidders and proposers to furnish bid bonds, performance bonds, and/or other bonds with a responsible surety to be approved by the Board.

Notice of intent to award, including rejection of some or all bids, proposals, replies, or responses shall be provided in writing to all vendors by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s purchase of goods, supplies, and materials under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

If less than three (3) bids, proposals, replies, or responses are received, the District may purchase goods, supplies, or materials, or may reject the bids, proposals, replies, or responses for a lack of competitiveness. If no Responsive Bid, Proposal, Reply, or Response is received, the District may take whatever steps reasonably necessary in order to proceed with the procurement of goods, supplies, and materials, which steps may include a direct purchase of the goods, supplies, and materials without further competitive selection processes.

Goods, Supplies, and Materials included in a Construction Contract Awarded Pursuant to Rule 3.5 or 3.6. There may be occasions where the District has undergone the competitive purchase of construction services which contract may include the provision of goods, supplies, or materials. In that instance, the District may approve a change order to the contract and directly purchase the goods, supplies, and materials. Such purchase of goods, supplies, and materials deducted from a competitively purchased construction contract shall be exempt from this Rule.

Exemption. Goods, supplies, and materials that are only available from a single source are exempt from this Rule. Goods, supplies, and materials provided by governmental agencies are exempt from this Rule. A contract for goods, supplies, or materials is exempt from this Rule if state or federal law prescribes with whom the District must contract or if the rate of payment is established during the appropriation process. This Rule shall not apply to the purchase of goods, supplies or materials that are purchased under a federal, state, or local government contract that has been competitively procured by such federal, state, or local government in a manner consistent with the material procurement requirements of these Rules.

Renewal. Contracts for the purchase of goods, supplies, and/or materials subject to this Rule may be renewed for a period that may not exceed three (3) years or the term of the original contract, whichever period is longer.

Emergency Purchases. The District may make an Emergency Purchase without complying with these rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 189.053, 190.033, 287.017, 287.084, Fla. Stat.

Rule 3.9	Maintenance Services.

Scope. All contracts for maintenance of any District facility or project shall be set under the terms of this Rule if the cost exceeds the amount provided in Section
287.017, Florida Statutes, for CATEGORY FOUR. A contract involving goods, supplies, and materials plus maintenance services may, in the discretion of the Board, be treated as a contract for maintenance services. However, a purchase shall not be divided solely in order to avoid the threshold bidding requirements.

Procedure. When a purchase of maintenance services is within the scope of this Rule, the following procedures shall apply:

The Board shall cause to be prepared an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Notice of the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation shall be advertised at least once in a newspaper of general circulation within the District and within the county in which the District is located. The notice shall also include the amount of the bid bond, if one is required. The notice shall allow at least seven (7) days for submittal of bids, proposals, replies, or responses.

The District may maintain lists of persons interested in receiving notices of Invitations to Bid, Requests for Proposals, Invitations to Negotiate, and Competitive Solicitations. The District shall make a good faith effort to provide written notice, by electronic mail, United States Mail, hand delivery, or facsimile, to persons who provide their name and address to the District Manager for inclusion on the list. However, failure of a person to receive the notice shall not invalidate any contract awarded in accordance with this Rule and shall not be a basis for a protest of any contract award.

If the District has pre-qualified suppliers of maintenance services, then, at the option of the District, only those persons who have been pre-qualified will be eligible to submit bids, proposals, replies, and responses.

In order to be eligible to submit a bid, proposal, reply, or response, a firm or individual must, at the time of receipt of the bids, proposals, replies, or responses:

Hold the required applicable state professional licenses in good standing;

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

Hold a current and active Florida corporate charter or be authorized to do business in the State of Florida in accordance with Chapter 607, Florida Statutes, if the vendor is a corporation; and

Meet any special pre-qualification requirements set forth in the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation.

Evidence of compliance with these Rules must be submitted with the bid, proposal, reply, or response if required by the District. Failure to submit evidence of compliance when required may be grounds for rejection of the bid, proposal, reply, or response.

Bids, proposals, replies, and responses shall be publicly opened at the time and place noted on the Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation. Bids, proposals, replies, and responses shall be evaluated in accordance with the respective Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, and these Rules. Minor variations in the bids, proposals, replies, and responses may be waived by the Board. A variation is minor if waiver of the variation does not create a competitive advantage or disadvantage of a material nature. Mistakes in arithmetic extension of pricing may be corrected by the Board. Bids and proposals may not be modified or supplemented after opening; provided however, additional information may be requested and/or provided to evidence compliance, make non-material modifications, clarifications, or supplementations, and as otherwise permitted by Florida law.

The lowest Responsive Bid submitted in response to an Invitation to Bid by a Responsive and Responsible Bidder shall be accepted. In relation to a Request for Proposals, Invitation to Negotiate or Competitive Solicitation the Board shall select the Responsive Proposal, Reply, or Response submitted by a Responsive and Responsible Vendor which is most advantageous to the District. To assure full understanding of the responsiveness to the solicitation requirements contained in a Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, discussions may be conducted with qualified vendors. Vendors shall be accorded fair treatment prior to the submittal date with respect to any opportunity for discussion, preparation, and revision of bids, proposals, replies, or responses.

The Board shall have the right to reject all bids, proposals, replies, or responses because they exceed the amount of funds budgeted for the purchase, if there are not enough to be competitive, or if rejection is determined to be in the best interest of the District. No Vendor shall be

entitled to recover any costs of bid, proposal, reply, or response preparation or submittal from the District.

	The Board may require bidders and proposers to furnish bid bonds, performance bonds, and/or other bonds with a responsible surety to be approved by the Board.

	Notice of intent to award, including rejection of some or all bids, proposals, replies, or responses shall be provided in writing to all vendors by United States Mail, hand delivery, facsimile, or overnight delivery service. The notice shall include the following statement: “Failure to file a protest within the time prescribed in Rule 3.11 of the Rules of the District shall constitute a waiver of proceedings under those Rules,” or wording to that effect. Protests of the District’s procurement of maintenance services under this Rule shall be in accordance with the procedures set forth in Rule 3.11.

	If less than three (3) Responsive Bids, Proposals, Replies, or Responses are received, the District may purchase the maintenance services or may reject the bids, proposals, replies, or responses for a lack of competitiveness. If no Responsive Bid, Proposal, Reply, or Response is received, the District may take whatever steps reasonably necessary in order to proceed with the procurement of maintenance services, which steps may include a direct purchase of the maintenance services without further competitive selection processes.

Exemptions. Maintenance services that are only available from a single source are exempt from this Rule. Maintenance services provided by governmental agencies are exempt from this Rule. A contract for maintenance services is exempt from this Rule if state or federal law prescribes with whom the District must contract or if the rate of payment is established during the appropriation process.

Renewal. Contracts for the purchase of maintenance services subject to this Rule may be renewed for a period that may not exceed three (3) years or the term of the original contract, whichever period is longer.

Contracts; Public Records. In accordance with Florida law, each contract entered into pursuant to this Rule shall include provisions required by law that require the contractor to comply with public records laws.

Emergency Purchases. The District may make an Emergency Purchase without complying with these rules. The fact that an Emergency Purchase has occurred or is necessary shall be noted in the minutes of the next Board meeting.

Specific Authority: §§ 190.011(5), 190.011(15), 190.033, Fla. Stat.
Law Implemented: §§ 119.0701, 190.033, 287.017, Fla. Stat.

Exemption from Competitive Purchase. Pursuant to Section 190.033(3), Florida Statutes, Contractual Services shall not be subject to competitive purchasing requirements. If an agreement is predominantly for Contractual Services, but also includes maintenance services or the purchase of goods and services, the contract shall not be subject to competitive purchasing requirements. Regardless of whether an advertisement or solicitation for Contractual Services is identified as an Invitation to Bid, Request for Proposals, Invitation to Negotiate, or Competitive Solicitation, no rights or remedies under these Rules, including but not limited to protest rights, are conferred on persons, firms, or vendors proposing to provide Contractual Services to the District.

Contracts; Public Records. In accordance with Florida law, each contract for Contractual Services shall include provisions required by law that require the contractor to comply with public records laws.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat.
Law Implemented: §§ 119.0701, 190.011(3), 190.033, Fla. Stat.

3.8, and 3.9.

The resolution of any protests with respect to proceedings under Rules 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.8, and
3.9 shall be in accordance with this Rule.

Filing.

With respect to a protest regarding qualifications, specifications, documentation, or other requirements contained in a Request for Qualifications, Request for Proposals, Invitation to Bid, or Competitive Solicitation issued by the District, the notice of protest shall be filed in writing within seventy-two (72) calendar hours (excluding Saturdays, Sundays, and state holidays) after the first advertisement of the Request for Qualifications, Request for Proposals, Invitation to Bid, or Competitive Solicitation. A formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days (including Saturdays, Sundays, and state holidays) after the initial notice of protest was filed. For purposes of this Rule, wherever applicable, filing will be perfected and deemed to have occurred upon receipt by the District. Failure to file a notice of protest shall constitute a waiver of all rights to protest the District’s intended decision. Failure to file a formal written protest shall constitute an abandonment of the protest proceedings and shall automatically terminate the protest proceedings.

Except for those situations covered by subsection (1)(a) of this Rule, any firm or person who is affected adversely by a District’s ranking or intended award under Rules 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.8, or 3.9 and desires to contest the District’s ranking or intended award, shall file with the District a written notice of protest within seventy-two (72) calendar hours (excluding Saturdays, Sundays, and state holidays) after receipt of the notice of the District’s ranking or intended award. A formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven
calendar days (including Saturdays, Sundays, and state holidays) after the initial notice of protest was filed. For purposes of this Rule, wherever applicable, filing will be perfected and deemed to have occurred upon receipt by the District. Failure to file a notice of protest shall constitute a waiver of all rights to protest the District’s ranking or intended award. Failure to file a formal written protest shall constitute an abandonment of the protest proceedings and shall automatically terminate the protest proceedings.

If disclosed in the District’s competitive solicitation documents for a particular purchase under Rules 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.8, or 3.9, the Board may require any person who files a notice of protest to post a protest bond in the amount equal to 1% of the anticipated contract amount that is the subject of the protest. In the event the protest is successful, the protest bond shall be refunded to the protestor. In the event the protest is unsuccessful, the protest bond shall be applied towards the District’s costs, expenses, and attorney’s fees associated with hearing and defending the protest. In the event the protest is settled by mutual agreement of the parties, the protest bond shall be distributed as agreed to by the District and protestor.

The District does not accept documents filed by electronic mail or facsimile transmission. Filings are only accepted during normal business hours.

Contract Execution. Upon receipt of a notice of protest which has been timely filed, the District shall not execute the contract under protest until the subject of the protest is resolved. However, if the District sets forth in writing particular facts and circumstances showing that delay incident to

protest proceedings will jeopardize the funding for the project, will materially increase the cost of the project, or will create an immediate and serious danger to the public health, safety, or welfare, the contract may be executed.

Informal Proceeding. If the Board determines a protest does not involve a disputed issue of material fact, the Board may, but is not obligated to, schedule an informal proceeding to consider the protest. Such informal proceeding shall be at a time and place determined by the Board. Notice of such proceeding shall be sent via facsimile, United States Mail, or hand delivery to the protestor and any substantially affected persons or parties not less than three (3) calendar days prior to such informal proceeding. Within thirty (30) calendar days following the informal proceeding, the Board shall issue a written decision setting forth the factual, legal, and policy grounds for its decision.

Formal Proceeding. If the Board determines a protest involves disputed issues of material fact or if the Board elects not to use the informal proceeding process provided for in section (3) of this Rule, the District shall schedule a formal hearing to resolve the protest. The Chairperson shall designate any member of the Board (including the Chairperson), District Manager, District Counsel, or other person as a hearing officer to conduct the hearing. The hearing officer may:

Administer oaths and affirmations;

Rule upon offers of proof and receive relevant evidence;

Regulate the course of the hearing, including any pre-hearing matters;

Enter orders; and

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

The hearing officer shall, within thirty (30) days after the hearing or receipt of the hearing transcript, whichever is later, file a recommended order which shall include a caption, time and place of hearing, appearances entered at the hearing, statement of the issues, findings of fact and conclusions of law, separately stated, and a recommendation for final District action. The District shall allow each party fifteen (15) days in which to submit written exceptions to the recommended order. The District shall issue a final order within sixty (60) days after the filing of the recommended order.

Intervenors. Other substantially affected persons may join the proceedings as intervenors on appropriate terms which shall not unduly delay the proceedings.

Rejection of all Qualifications, Bids, Proposals, Replies and Responses after Receipt of Notice of Protest. If the Board determines there was a violation of law, defect or an irregularity in the competitive solicitation process, or if the Board determines it is otherwise in the District’s best interest, the Board may reject all qualifications, bids, proposals, replies, and responses and start the competitive solicitation process anew. If the Board decides to reject all qualifications, bids, proposals, replies, and responses and start the competitive solicitation process anew, any pending protests shall automatically terminate.

Settlement. Nothing herein shall preclude the settlement of any protest under this Rule at any time.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: § 190.033, Fla. Stat.

Rule 4.0	Effective Date.

These Rules shall be effective 	, 2022, except that no election of officers required by these Rules shall be required until after the next regular election for the Board.

Specific Authority: §§ 190.011(5), 190.011(15), Fla. Stat. Law Implemented: §§ 190.011(5), 1

EXHIBIT 2

Napltniuily .Ntius
PARTOFTHEU. SATODAVNETWORK
Published Daily Naples, FL 34110

HACIENDA NORTH COMMU NITY DEVELOPMEN
707 ORCHID DR# 100

NAPLES, FL 34102-5014

Affidavit of Publication
STATE OF WISCONSIN COUNTY OF BROWN

Before the undersigned they serve as the authority, personally appeared said legal clerk who on oath says that he/she serves as Legal Clerk of the Naples Daily News, a daily newspaper published at Naples, in Collier County, Florida; distributed in Collier and Lee counties of Florida; that the attached copy of the advertising was published in said newspaper on dates listed. Affiant further says that the said Naples Daily News is a newspaper published at Naples, in said Collier County, Florida, and that the said newspaper has heretofore been continuously published in said
Collier County, Florida; distributed in Collier and Lee counties of Florida, each day and has been entered as second class mail matter at the post office in Naples, in said Collier County, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he has neither paid nor promised any person, or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in said newspaper issue(s) dated or by publication on the newspaper's website, if authorized, on

NOTICE OF RULE DEVELOPMENT BY HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

In accordance with Chapters 120 and 190, Florida Statutes, Hacienda North Community Development District ("District") hereby gives notice of its intention to adopt its proposed Rules of Procedure to govern the operations of the District. The pro­ posed Rules of Procedure address such areas as the Board of Su­ pervisors,-officers and voting, district offices, pl.lblic information and inspection of records, policies, public meetings, hearings and workshops, rulemaking proceedings and competitive pur­ chase including procedure under the Consultants Competitive Negotiation Act, procedure regarding auditor selection, pur­ chase of insurance, pre-qualification, construction contracts, goods, supplies and materials, maintenance services, contractual services and protests with respect to proceedings, as well as any other area of the general operation of the District.
The purpose and effect of the proposed Rules of Procedure are to provide for efficient and effective District operations. Specif­ ic legal authority for the proposed Rules of Procedure and the adoption of the proposed Rules of Procedure includes, without limitation, Sections 120.54, 190.001, 190.006, 190.011(5), and 190.011(15), 190.035, Florida Statutes. The specific laws imple­ mented in the proposed Rules of Procedure include, but are not limited to, Sections 112.08, 112.3143, 119.07, 189.053, 190.006,
190.007, 190.008, 190.011(3), 190.011(5), 190.011(15), 190.033,
190.035, 218.391, 255.05, 255.0518, 255.0525, 255.20, 286.0105,
286.011, 286.0114, 287.017, 287.055, and 287.084 Florida Stat­
utes.
A copy of the proposed Rules of Procedure may be obtained by contacting the District Manager at Real Estate Econometrics, Inc., 707 Orchid Drive, Suite 100, Naples, Florida 34102, or by calling (239) 269-1341.
Hacienda North Community Development District District Manager
August 18, 2022
Pub: Aug. 18, 2022 #5379225

!ssue(s) dated: 08/18/2022

S,bscribed aod sworn to before oo A,g,st 1�

�
Notary, State of WI, County of Brown

My commission expires

KATHLEEN ALLEN
Notary Public State of Wisconsin

Publication Cost: $280.00 Ad No: 0005379225

PO#:

Customer No: 2205087
# of Affidavits1
This is not an invoice

�aplcs,i)uily�rws
••	1'.ARionHEUSATOC>AYNETWORK
Published Daily Naples, FL 34110

HACIENDA NORTH COMMU NITY DEVELOPMEN
707 ORCHID DR# 100

NAPLES, FL 34102-5014

Affidavit of Publication STATE OF WISCONSIN COUNTY OF BROWN
Before the undersigned they serve as the authority, personally appeared said legal clerk who on oath says that he/she serves as Legal Clerk of the Naples Daily News, a daily newspaper published at Naples, in Collier County, Florida; distributed in Collier and Lee counties of Florida; that the attached copy of the advertising was published in said newspaper on dates listed. Affiant further says that the said Naples Daily News is a newspaper published at Naples, in said Collier County, Florida, and that the said newspaper has heretofore been continuously published in said
Collier County, Florida; distributed in Collier and Lee counties of Florida, each day and has been entered as second class mail matter at the post office in Naples, in said Collier County, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he has neither paid nor promised any person, or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in said newspaper issue(s) dated or by publication on the newspaper's website, if authorized, on

lssue(s) dated: 08/19/2022
...._---.o:=.=-,'--'--.<..?.....	 _.

Subscribed and sworn to before on August 19, 2022:

My commission expires

Publication Cost: $546.00 Ad No: 0005379425
Customer No: 2205087
PO#:

VICKY FELTY
Notary Public State of Wisconsin

# of Affidavits 1
This is not an invoice

NOTICE OF RULEMAKING REGARDING THE RULES OF
PROCEDURE OF
HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

A public hearing will be conducted by the Board of Supervisors of HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT
(the "District") on Monday, September 19, 2022 at 9 a.m. at Of­ fices of Coleman, Yovanovich & Koester, P.A., 4001 Tamiami Trail N., Suite 300, Naples, Florida 34103. In accordance with Chapters 120 and 190, Florida Statutes, the District hereby gives notice of its 1ntent to adopt proposed Rules of Procedure. The purpose and effect of the proposed Rules of Procedure is to pro­ vide for efficient and effective District operations. The Rules of Procedure may address such areas as the Board of Supervisors, officers and voting, district offices, public information and in­ spection of records, policies, public meetings, hearings and workshops, rulemaking proceedings and competitive purchase including procedure under the Consultants Competitive Nego­ tiation Act, procedure regarding auditor selection, purchase of insurance, pre-qualification, construction contracts, goods, sup­ plies and materials, maintenance services, contractual services and protests with respect to proceedings, as well as any other area of the general operation of the District. At the conclusion of the hearing, the Board shall, by resolution, adopt the pro­ posed Rules of Procedure as finally approved by the Board of Supervisors. Prior notice of rule development was published in The Naples Daily News on August 18, 2022.
Specific legal authority for the proposed Rules of Procedure and the adoption of the proposed Rules of Procedure includes, with­ out limitation, Sections 120.54, 190.001, 190.006, 190.011(5), and 190.011(15), 190.035, Florida Statutes. The specific laws im­ plemented in the proposed Rules of Procedure include, but are not limited to, Sections 112.08, 112.3143, 119.07, 189.053,
190.006, 190.007, 190.008, 190.011(3), 190.011(5), 190.011(15),
190.033, 190.035, 218.391, 255.05, 255.0518, 255.0525, 255.20,
286.0105, 286.011, 286.0114, 287.017, 287.055, and 287.084
Florida Statutes.
Any person who wishes to provide the District with a proposal for a lower cost regulatory alternative as provided by Section 120.541(1), Florida Statutes, must do so in writing within twenty-one (21) days after publication of this notice to the District Manager at Real Estate Econometrics, Inc., 707 Orchid Drive, Suite 100, Naples, Florida 34102.
The public hearing may be continued to a date, time, and place to be specified on the record at the hearing. Each person who decides to appeal any decision made by the Board with respect to any matter considered at the public hearing and meeting is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verba­ tim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.
At the public hearing, one or more Supervisors may participate in the public hearing by telephone or other electronic means. At the above location, if a public hearing is requested, there will be present a speaker so that any interested party can physically attend the public hearing at the above location and be fully in­ formed of the discussions taking place either in person or by speaker device.
Any person requiring special accommodations at this meeting because of a disability or physical impairment should contact the District Office at (239) 269-1341 at least forty-eight (48) hours prior to the meeting. If you are hearing or speech im­ paired, please contact the Florida Relay Service by dialing 7-1·1, or 1-800-955-8771 (TTY)/ 1-800-955-8770 (Voice), for aid in con­ tacting the District Office.
A copy of the proposed Rules of Procedure may be obtained by contacting the District Manager at Real Estate Econometrics, Inc., 707 Orchid Drive, Suite 100, Naples, Florida 34102.
District Manager
August 19, 2022
Pub: Aug. 19, 2022 #5379425

EXHIBIT 3

RESOLUTION 2022-35
A RESOLUTION OF THE BOARD OF SUPERVISORS OF HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT MAKING CERTAIN FINDINGS; AUTHORIZING A CAPITAL IMPROVEMENT PLAN; ADOPTING AN ENGINEER’S REPORT; PROVIDING AN ESTIMATED COST OF IMPROVEMENTS; ADOPTING AN ASSESSMENT REPORT; EQUALIZING, APPROVING, CONFIRMING AND LEVYING SPECIAL ASSESSMENTS; ADDRESSING THE FINALIZATION OF SPECIAL ASSESSMENTS; ADDRESSING THE PAYMENT OF SPECIAL ASSESSMENTS AND THE METHOD OF COLLECTION; PROVIDING FOR THE ALLOCATION OF SPECIAL ASSESSMENTS AND TRUE-UP PAYMENTS; ADDRESSING GOVERNMENT PROPERTY, AND MAKING PROVISIONS RELATING TO THE TRANSFER OF REAL PROPERTY TO UNITS OF LOCAL, STATE AND FEDERAL GOVERNMENT; AUTHORIZING THE RECORDING OF AN ASSESSMENT NOTICE; AND PROVIDING FOR SEVERABILITY, CONFLICTS AND AN EFFECTIVE DATE.
WHEREAS, Hacienda North Community Development District (the “District”) is a local unit of special-purpose government established by ordinance of the Board of County Commissioners of Collier County, Florida, and existing under and pursuant to the Uniform Community Development District Act of 1980, Chapter 190, Florida Statutes, as amended (the “Act”); and
WHEREAS, the District has previously indicated its intention to construct certain types of improvements and to finance such public infrastructure improvements through the issuance of bonds, notes or other specific financing mechanisms, which bonds, notes or other specific financing mechanisms would be repaid by the imposition of special assessments on benefited property within the District; and
WHEREAS, the District Board of Supervisors (the “Board”) has noticed and conducted a public hearing pursuant to Chapters 170, 190 and 197, Florida Statutes, relating to the imposition, levy, collection and enforcement of such assessments, and now desires to adopt a resolution imposing and levying such assessments as set forth herein; and
WHEREAS, the District desires to set forth the particular terms and confirm the lien of the levy of the Assessments (defined below) to pay for the specified project.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT AS FOLLOWS:
Section 1.  Authority for This Resolution; Recitals. This Resolution is adopted pursuant to Chapters 170, 190 and 197, Florida Statutes, including without limitation, Section 170.08, Florida Statutes. The recitals stated above are incorporated herein; are adopted by the Board as true and correct statements; and are further declared to be findings made and determined by the Board.
Section 2.	Findings. The Board further finds and determines as follows:

The Capital Improvement Plan

The District is authorized by Chapter 190, Florida Statutes, to finance, fund, plan, establish, acquire, install, equip, operate, extend, construct, or reconstruct roadways, sewer and water distribution, stormwater management/earthwork improvements, landscape, irrigation and entry features, conservation and mitigation, street lighting and other infrastructure projects and services necessitated by the development of, and serving lands within, the District.

On July 13, 2022, and pursuant to Section 170.03, Florida Statutes, among other laws, the Board adopted Resolution 2022-26 (the “Declaring Resolution”), and in doing so determined to undertake a capital improvement plan to install, plan, establish, construct or reconstruct, enlarge, equip, acquire, operate and/or maintain the District’s public infrastructure improvements which may include on- site roadways, off-site road improvements, sanitary sewer systems and potable water distribution systems, stormwater management/earthwork improvements, perimeter walls, perimeter landscaping, irrigation and entry features, professional and permit fees and other infrastructure projects (the “Project”).
The Project is described in the Declaring Resolution and the Hacienda North Community Development District Master Engineer’s Report prepared by Atwell, LLC and dated July 2022 (the “Engineer’s Report”), a copy of which is attached hereto and made a part hereof as Exhibit “A”, and the plans and specifications for the Project are on file in the offices of Atwell, LLC, 28100 Bonita Grande Drive, Suite 305, Bonita Springs, FL 34135 and the offices of the District Manager at Real Estate Econometrics, Inc., 707 Orchid Drive, Suite 100, Naples, FL 34012 (the “District Records Office”).
The Assessment Process
Also, as part of the Declaring Resolution, the Board expressed an intention to issue bonds, notes or other specific financing mechanisms to provide a portion of the funds needed for the Project, and further declared its intention to defray the whole or any part of the expense of the Project by levying special assessments (the “Assessments”) on specially benefited property within the District.
The Declaring Resolution was adopted in compliance with the requirements of Section 170.03, Florida Statutes, and prior to the time it was adopted, the requirements of Section 170.04, Florida Statutes, had been met.
As directed by the Declaring Resolution, said Declaring Resolution was published as required by Section 170.05, Florida Statutes, and a copy of the publisher’s affidavit of publication is on file with the Secretary of the District.

As directed by the Declaring Resolution, the Board caused to be made a preliminary assessment roll as required by Section 170.06, Florida Statutes.

As required by Section 170.07, Florida Statutes, pursuant to Resolution 2022-27 adopted by the Board on July 13, 2022, the Board fixed the time and place of a public hearing at which owners of the property to be assessed and other persons interested therein could appear before the Board and be heard as to (i) the propriety and advisability of making the improvements, (ii) the cost thereof, (iii) the manner of payment therefore, and (iv) the amount thereof to be assessed against each specially benefited property or parcel, and the Board further authorized publication of notice of such public hearing and individual mailed notice of such public hearing in accordance with Chapters 170, 190, and 197, Florida Statutes.

Notice of the scheduled public hearing was given by publication and also by mail as required by Sections 170.07 and 197.3632, Florida Statutes, and affidavits as to such publication and mailings are on file in the office of the Secretary of the District.
On September 19, 2022, and at the time and place specified in the Declaring Resolution, the Board conducted such public hearing and heard and considered all complaints and testimony as to the matters described above; the Board further met as an “Equalization Board”; and the Board has made such modifications in the preliminary assessment roll as it deems necessary, just and right in the making of the final assessment roll.
Equalization Board Additional Findings

Having considered the estimated costs of the Project, the estimated financing costs and all comments and evidence presented at such public hearing, the Board further finds and determines that:

It is necessary to the public health, safety and welfare and in the best interests of the District that: (1) the District provide financing of all or a portion of the Project as set forth in the Engineer’s Report; (2) the cost of such Project be assessed against the lands specially benefited by such Project; and (3) the District issue bonds, notes or other specific financing mechanisms to provide funds for such purposes pending the receipt of such Assessments; and
The provision of said Project, the levying of the Assessments, and the sale and issuance of such bonds, notes, or other specific financing mechanisms serve a proper, essential, and valid public purpose and are in the best interests of the District, its landowners and residents; and

The estimated costs of the Project are as specified in the Engineer’s Report and Assessment Report (defined below), and the amount of such costs is reasonable and proper; and
It is reasonable, proper, just and right to assess the cost of such Project against the properties specially benefited thereby, using the method determined by the Board and set forth in the Hacienda North Community Development District Master Special Assessment Methodology Report prepared by Real Estate Econometrics, Inc. and dated July 13, 2022 (the “Assessment Report”), a copy of which is attached hereto and made a part hereof as Exhibit “B”, which results in the Assessments set forth on the final assessment roll; and
The Project benefits all assessable property within the District described in the Assessment Report; and

Accordingly, the Assessments as set forth in the Assessment Report constitute a special benefit to all assessable parcels of real property listed on said final assessment roll, and the benefit, in the case of each such parcel, will be equal to or in excess of the Assessments imposed thereon, as set forth in the Assessment Report; and
All assessable property within the District as described in the Assessment Report is deemed to be benefited by the Project, and the Assessments will be allocated in accordance with the Assessment Report; and
The Assessments are fairly and reasonably allocated across the benefitted property, as set forth in the Assessment Report; and

It is in the best interests of the District that the Assessments be paid and collected as herein provided; and
In order to provide funds with which to pay the costs of the Project that are to be assessed against the benefited properties, pending the collection of the Assessments, it is necessary for the District to issue special assessment and/or revenue bonds, notes or other specific financing mechanisms, in one or more series, including refunding bonds (collectively, the “Bonds”).
Section 3.  Authorization for Project; Adoption of Engineer’s Report. The Engineer’s Report identifies and describes the infrastructure improvements to be financed in part with the Bonds, and sets forth the costs of the Project. The District hereby confirms that the Project serves a proper, essential, and valid public purpose. The use of the Engineer’s Report in connection with the sale of the Bonds is hereby authorized, approved and ratified, and the proper officers, employees and/or agents of the District are hereby authorized and directed to take such further action as may be necessary or desirable to cause the same to be made.
Section 4. Estimated Cost of Improvements. The total estimated costs of the Project ($22,865,019.95) and the costs to be paid by the Assessments on all specially benefited property ($33,785,000.00) are set forth in the Engineer’s Report and the Assessment Report.

Section 5. Adoption of Assessment Report. The Assessment Report setting forth the allocation of Assessments to the benefitted lands within the District is hereby approved, adopted, and confirmed. The District ratifies its use in connection with the sale of the Bonds.
Section 6. Equalization, Approval, Confirmation and Levy of Special Assessments. The Assessments imposed on the parcels specially benefited by the Project, all as specified in the final assessment roll set forth within Exhibit “B”, attached hereto, are hereby equalized, approved, confirmed and levied. Immediately following the adoption of this Resolution, the lien of Assessments as reflected in Exhibit “B”, attached hereto, shall be recorded by the Secretary of the District in the District’s “Improvement Lien Book”. The Assessments against each respective parcel shown on such final assessment roll and interest, costs, and penalties thereon, as hereafter provided, shall be and shall remain a legal, valid and binding first lien on such parcel until paid, and such lien shall be coequal with the lien of all state, county, district, municipal or other governmental taxes and superior in dignity to all other liens, titles, and claims.
Adjustments to Special Assessments. The District may, by subsequent resolution, adjust the acreage assigned to particular parcel identification numbers listed on the final assessment roll to reflect accurate apportionment of acreage within the District amongst individual parcel identification numbers. The District may make any other such acreage and boundary adjustments to parcels listed on the final assessment roll as may be necessary and in the best interests of the District, as determined by the Board by subsequent resolution. Any such adjustment in the assessment roll shall be consistent with the requirements of law. To the extent that land is added to the District, the District may, by supplemental resolution at any noticed meeting, determine such land to be benefitted by the Project and reallocate the Assessments in order to impose special assessments on the newly added and benefitted property.
Impact Fee Credits. The District may or may not be entitled to impact fee credits as a result of the development of the Project, based on applicable laws and/or agreements governing impact fee credits. Unless otherwise addressed by supplemental assessment resolution, the proceeds from any impact fee credits received may be used in the District’s sole discretion as an offset for any acquisition of any portion of the Project, for completion of the Project, or otherwise used against the outstanding indebtedness of any debt issuance that funded the improvement giving rise to the credits.

Supplemental Assessment Resolutions for Bonds. In connection with the issuance of any particular series of the Bonds, the District will adopt, without the need for further public hearing, a supplemental assessment resolution establishing specific Assessments, in one or more separately enforceable Assessment liens, securing such Bonds. Such subsequent resolutions shall be adopted at a noticed meeting of the District, and shall set forth the actual amounts financed, costs of issuance, expected costs of collection, and the total amount of the assessments pledged to that issue, which amount shall be consistent with the lien imposed by this Resolution. Among other things, the supplemental assessment resolutions may provide for the issuance of multiple bonds each secured by one or more different assessment areas.
Section 7.  Finalization of Special Assessments. When a project has been constructed or otherwise provided to the satisfaction of the Board, the Board shall adopt a resolution accepting the same and determining the actual costs (including financing costs) thereof, as required by Sections 170.08 and 170.09, Florida Statutes. Pursuant to Section 170.08, Florida Statutes, regarding completion of a project funded by a particular series of Bonds, the District shall credit to each Assessment the difference, if any, between the Assessment as hereby made, approved and confirmed and the actual costs incurred in completing the project. In making such credits, no credit shall be given for bond, note or other specific financing mechanism costs, capitalized interest, funded reserves or bond or other discounts. Such credits, if any, shall be entered in the Improvement Lien Book.
Section 8.	Payment of Special Assessments and Method of Collection.

Payment. Commencing with the year in which the Assessments are certified for collection and subsequent to any capitalized interest period, the Assessments, as further set forth in each supplemental assessment resolution, and securing the issuance of each series of the Bonds, may be paid in not more than thirty (30) yearly installments of principal and interest, provided, however, that the Board shall at any time make such adjustments by resolution, and at a noticed meeting of the Board, to that payment schedule as may be necessary and in the best interests of the District to account for changes in long and short term debt as actually issued by the District.
Prepayment. Except as otherwise provided in any supplemental assessment resolution, any owner of property subject to the Assessments may, at its option, pre-pay the entire amount of the Assessment attributable to such owner’s property subject to Assessment at any time, or a portion of the amount of the Assessment, provided the prepayment includes all accrued interest to the next succeeding interest payment date or to the second succeeding interest payment date if such a prepayment is made within forty-five (45) calendar days before an interest payment date. Prepayment of Assessments does not entitle the property owner to any discounts for early payment. If authorized by a supplemental assessment resolution, the District may grant a discount equal to all or a part of the payee’s proportionate share of the cost of the Project consisting of bond financing costs, such as capitalized interest, funded reserves, and bond discount included in the estimated cost of the Project, upon payment in full of any Assessment during such period prior to the time such financing costs are incurred as may be specified by the District.
Uniform Method; Alternatives. The District may elect to use the method of collecting Assessments authorized by Sections 197.3632 and 197.3635, Florida Statutes (the “Uniform Method”). The District has heretofore taken all required actions to comply with Sections 197.3632 and 197.3635, Florida Statutes. Such Assessments may be subject to all of the collection provisions of Chapter 197, Florida Statutes. Notwithstanding the above, in the event the Uniform Method of collecting its Assessments is not available to the District in any year, or if determined by the District to be in its best interests, and subject to the terms of any applicable trust indenture, the Assessments may be collected as is otherwise permitted by law. In particular, the District may, in its sole discretion, collect Assessments by

directly billing landowners and enforcing said collection in any manner authorized by law. Any prejudgment interest on delinquent assessments that are directly billed shall accrue at the applicable rate of any bonds or other debt instruments secured by the Assessments. The decision to collect 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 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.
Uniform Method Agreements Authorized. For each year the District uses the Uniform Method, the District shall enter into an agreement with the County Tax Collector who may notify each owner of a lot or parcel within the District of the amount of the special assessment, including interest thereon, in the manner provided in Section 197.3635, Florida Statutes.
Re-amortization. Any particular lien of the Assessments shall be subject to re- amortization where the applicable series of bonds is subject to re-amortization pursuant to the applicable trust indenture.
Section 9.	Allocation of Special Assessments; Application of True-Up Payments.
At such time as parcels of land, or portions thereof, are included in a plat or site plan, it shall be an express condition of the lien established by this Resolution that, prior to County approval, any and all plats or site plans for any portion of the lands within the District, as the District’s boundaries may be amended from time to time, shall be presented to the District Manager for review. As parcels of land, or portions thereof, are included in a plat or site plan, the District Manager shall review the plat or site plan and cause the Assessments securing each series of Bonds to be reallocated to the units being included in the plat or site plan and the remaining property in accordance with the Assessment Report, and cause such reallocation to be recorded in the District’s Improvement Lien Book.

Pursuant to the Assessment Report, there may be required from time to time certain true-up payments. When a plat or site plan is presented to the District, or platting information comes available to the District on the annual tax roll, the District Manager shall review the plat or site plan to determine whether, taking into account the plat or site plan, there is a net shortfall in the overall principal amount of Assessments reasonably able to be assigned to benefitted lands within the District. Such determination shall be made based on the tests or other methods set forth in the Assessment Report (if any), or any tests or methods set forth in a supplemental assessment resolution and corresponding assessment report. If the overall principal amount of Assessments reasonably cannot be assigned, or is not reasonably expected to be assigned, as set forth in more detail in and subject to the terms of the Assessment Report (or any supplemental resolution and assessment report, as applicable), to the platted and site planned lands as well as the undeveloped lands, then a debt reduction payment (each, a “True-Up Payment”) in the amount of such shortfall shall become due and payable that tax year by the landowner(s) of record of the land subject to the proposed plat or site plan and of the remaining undeveloped lands, in addition to any regular assessment installment. The District’s review shall be limited solely to this function and the enforcement of the lien established by this Resolution. In the event a True-Up Payment is due and unpaid, the lien established herein for the True-Up Payment amount shall remain in place until such time as the True-Up Payment is made. The District shall record all True-Up Payments in its Improvement Lien Book.
In connection with any true-up determination, affected landowner(s) may request that such true-up determination be deferred because the remaining undeveloped lands are able to support the development of all of the originally planned units. To support the request, the affected landowner(s) shall provide the following evidence for the District’s consideration: (i) proof of the amount of entitlements remaining on the undeveloped lands; (ii) a revised overall development plan showing the number and type of units reasonably planned for the remainder of the development; (iii) evidence of allowable zoning

conditions that would enable those entitlements to be placed in accordance with the revised development plan; (iv) documentation prepared by a licensed engineer that shows the feasibility of implementing the proposed development plan; and (v) a revised Assessment Report demonstrating that debt service on the Bonds of such series can be paid without the True-Up Payment. Any deferment shall be in the District’s reasonable discretion.
The foregoing is based on the District’s understanding that the community would be developed with the type and number of units set forth in Assessment Report, on the developable acres. However, more than the stated number of units may be developed. In no event shall the District collect Assessments pursuant to this Resolution in excess of the total debt service related to the Project, including all costs of financing and interest. The District recognizes that such things as regulatory requirements and market conditions may affect the timing and scope of the development in the District. If the strict application of the true-up methodology to any assessment reallocation pursuant to this paragraph would result in Assessments collected in excess of the District’s total debt service obligations for the Project, the Board shall by resolution take appropriate action to equitably reallocate the Assessments.

Section 10. Government Property; Transfers Of Property To Units Of Local, State, And Federal Government. Real property owned by units of local, state, and federal government (including the District) shall not be subject to the Assessments without specific written consent thereto. Except as otherwise provided herein, if at any time any real property on which the Assessments are imposed by this Resolution is sold or otherwise transferred to a unit of local, state, or federal government or similar exempt entity (without consent of such governmental unit or entity to the imposition of special assessments thereon), all future unpaid Assessments for such tax parcel shall become due and payable immediately prior to such transfer without any further action of the District. To the extent any real property subject to the Assessments is acquired by the District, such real property shall not be subject to to the Assessments and all future unpaid Assessments for such tax parcel shall be reallocated as provided in the Assessment Report or any supplemental assessment report. In the absence of any provision relating to such reallocation or if reallocation is not permitted pursuant to the Assessment Report or applicable supplemental assessment report in the determination of the District, said Assessments shall become due and payable by the transferor of such real property immediately prior to such transfer without any further action of the District.
Section 11. Assessment Notice. The District’s Secretary is hereby directed to record a general Notice of Assessments in the Public Records of Collier County, Florida, which shall be updated from time to time in a manner consistent with changes in the boundaries of the District.
Section 12.  Severability. If any section or part of a section of this Resolution is declared invalid or unconstitutional, the validity, force and effect of any other section or part of a section of this Resolution shall not thereby be affected or impaired unless it clearly appears that such other section or part of a section of this Resolution is wholly or necessarily dependent upon the section or part of a section so held to be invalid or unconstitutional.

Section 13.  Conflicts. All resolutions or parts thereof in conflict herewith are, to the extent of such conflict, superseded and repealed.
Section 14.	Effective Date. This Resolution shall become effective upon its adoption.

{Remainder of page intentionally left blank. Signatures begin on next page.}

PASSED AND ADOPTED this 19th day of September, 2022.

ATTEST:

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

G. Russell Weyer, Secretary	Robert Mulhere, Chairman Exhibits:
Exhibit “A”: Hacienda North Community Development District Master Engineer’s Report prepared by Atwell, LLC and dated July 2022

Exhibit “B”: Hacienda North Community Development District Master Special Assessment Methodology Report prepared by Real Estate Econometrics, Inc. and dated July 13, 2022

EXHIBIT A

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

Master Engineer’s Report
July 2022

Prepared for:

Hacienda North CDD 707 Orchid Drive, Suite 100
Naples, FL 34102

Prepared by:

Atwell, LLC
28100 Bonita Grande Drive, Suite 305 Bonita Springs, FL 34135

TABLE OF CONTENTS
Introduction	4
Purpose and Scope	5
Capital Improvement Plan	6
Permits and Approvals	6
Land Use	7
Roadways	7
Stormwater Management	8
Environmental Conservation/Mitigation…	9
Wastewater Collection…	10
Water Distribution System	10
Landscaping & Walls	11
Recreational Facilities	11
Professional Fees	11
Ownership and Maintenance…	12
Project Costs…	12
Summary and Conclusion	13

TABLES
Table 1: Master Lot Matrix	4
Table 2: CIP Status and Completion Time Line	6
Table 3: Land Use Summary for the District	7
Table 4: Ownership and Maintenance Responsibilities	12
Table 5: Cost Estimates	13

EXHIBITS
Exhibit 1 – Location Map Exhibit 2A – Sketch
Exhibit 2B – Legal Description Exhibit 4 – Existing Land Use Map Exhibit 5 – Future Land Use Map Exhibit 6 – Master Site Plan Exhibit 6A – Stormwater Plan Exhibit 6B – Wastewater Plan Exhibit 6C – Potable Water Plan Exhibit 7 – Existing Utilities

INTRODUCTION
Hacienda North Community Development District (the “District”) is a special purpose unit of local government that was established pursuant to Chapter 190, Florida Statutes. The District encompasses approximately 197.821 acres of land and is generally located on the east side of Collier Boulevard (C.R. 951), south of the existing Willow Run RPUD in unincorporated Collier County, Florida. The project lies within Sections 13, 14, and 23, Township 50 South, Range 26 East. Please refer to Exhibit 1 – Location Map.

The District is part of a master planned community development (the “Master Development”) consisting of approximately 197.821 +/- acres located within the existing Hacienda Lakes DRI/MPUD in Collier County. The Master Development is located within the area zoned by Collier County as Planned Unit Development (PUD), pursuant to Ordinance No. 11-41. Please refer to Exhibit 6 for the master site plan.

The District represents the entire development area within the Master Development and will consist of approximately 197.821 acres planned for 413 single and multi-family dwelling units and 140,000 square feet of commercial uses to be developed as “Hacienda North”. The legal description for the District’s boundary is provided as Exhibit 2B – Legal Description in the appendices of the report. The matrix shown in Table 1 below represents the anticipated product mix for the lands within the District. Please note that this table may be revised as development commences and the final site plan is further refined by the Developers (hereafter defined).

Table 1: Master Lot Matrix

HACIENDA NORTH (TOLL BROTHERS)	
PRODUCT TYPE	UNIT COUNT	PERCENT OF
TOTAL	
52' LOTS	108	26.15%	
59' LOTS	76	18.40%	
77' LOTS	45	10.90%	
TWIN VILLAS	184	44.55%	
TOTAL	413	100%	

BUSINESS PARK	
PRODUCT TYPE	SQUARE
FOOTAGE	PERCENT OF
TOTAL	
COMMERCIAL	140,000	100%	
TOTAL	140,000	100%	

PURPOSE AND SCOPE
The District was established for the purpose of financing, acquiring, constructing, maintaining, and operating all or a portion of the public infrastructure necessary for the community development within the District. The purpose of this report is to outline the scope of the District’s “Capital Improvement Plan” (“CIP”) and provide a description of the public infrastructure improvements necessary for future development activities including those to be financed and/or acquired by the District.

The District will finance, acquire and/or construct, operate, and maintain a portion of the public infrastructure improvements that are needed to serve Hacienda North and allocate the costs for the infrastructure improvements. A portion of these public infrastructure improvements will be completed by Toll FL XIII Limited Partnership and Hacienda Lakes of Naples, LLC (the “Developers”), and will be acquired by the District with proceeds of bonds issued by the District. The Developers will finance and construct the balance of the infrastructure improvements needed for the development that is not financed by the District. The proposed infrastructure improvements, as outlined herein, are necessary for the functional development of the District as required by Collier County, Florida, and the South Florida Water Management District (“SFWMD”).

The CIP described in this report reflects the District's present intentions. The implementation and completion of the CIP outlined in this report requires final approval by the District's Board of Supervisors, including the approval for the purchase of improvements. Cost estimates contained in this report have been prepared based on the best available information, including bid documents and pay requests where available. These estimates may not reflect final engineering design or complete environmental permitting. Actual costs will vary based upon final plans, design, planning, approvals from regulatory authorities, inflation, etc. Nevertheless, all costs contained

herein, may be reasonably expected to adequately fund the improvements described, and contingency costs as included are reasonable.

CAPITAL IMPROVEMENT PLAN
The CIP includes completed and planned public infrastructure improvements and related interests in land and only those portions of the CIP that are eligible to be funded on a tax-exempt basis will be financed by the District. Such improvements will provide special benefit to all assessable land within the District. In particular, the CIP includes, without limitation: (i) improvements within the District such as the stormwater management system, wastewater system, water distribution system, and on-site roadways, (ii) certain off-site improvements, and (iii) soft costs such as professional fees and permitting costs.

The estimated total cost of the CIP for Hacienda North is $22,865,019.95. Refer to Table 5 of this report for a summary of the costs by infrastructure category for the completed and planned CIP expenditures.

The CIP status, along with anticipated completion timeline is presented in Table 2 below.

Table 2: CIP Status and Completion Time Line

Construction Phasing	Estimated Completion Date	
Hacienda North Parcel	July 2026 (estimated)	
Hacienda Lakes Parkway	July 2026 (estimated)	
Hacienda Lakes Boulevard	July 2026 (estimated)	
Business Park Parcel	July 2028 (estimated)	

PERMITS AND APPROVALS
This project is compliant with the current zoning per Ordinance No. 11-41. Compliance with the conditions of the zoning approval and permitting requirements is currently being accomplished. It is our opinion that the CIP is feasible, there are no technical reasons existing at this time that would prohibit the implementation of the CIP as presented herein and that permits normally obtained by site development engineers not heretofore issued and which are necessary to affect the improvements described herein will be obtained during the ordinary course of development.

LAND USE
As stated, the District includes approximately 197.821 acres. Table 3 below illustrates the current land use plan in acreage for the District. Such information is subject to change.

Table 3: Land Use Summary for the District

TYPE OF USE	ACRES +/-	PERCENT OF TOTAL	
Lakes	33.4	17%	
Residential Tracts	69.6	35%	
Business Park Tract	23.6	12%	
Road Rights-of-Way	37.3	19%	
Preservation/Wetland Areas	0.0	0%	
Parks and Amenities	3.5	2%	
Other (Uplands, Open Space, etc.)	30.4	15%	
TOTAL	197.8	100%	

ROADWAYS
All roads internal to residential areas within Hacienda North are to be private and will be funded by the Developers and dedicated to the applicable property owners’ association for ownership and maintenance. All such roads will be designed and constructed in accordance with Collier County standards. Notwithstanding the same, the District will be provided access over the privately owned roadways for purposes of operating and maintaining the public improvements of this CIP.

Other on-site roadways not internal to residential areas are included as part of the CIP. These on- site roadways will serve the District in its entirety, including access entering and exiting the Hacienda North community via Brighton Boulevard. These on-site roadways not internal to residential areas within the District will be public, therefore owned, operated, and maintained by the District. They will be constructed within platted rights-of-way dedicated to the District for operation and maintenance. As required by state and federal law, roadways will be open to the public. Construction of such roadways will consist of stabilized subgrade, limerock, asphalt (initial lift and final lift), signing and striping. Roadways are designed in accordance with Collier County requirements, and will include landscaping, hardscaping, sidewalks, irrigation, master electrical

and street lighting and entry features. Landscaping and irrigation provided for the roadways will be owned and maintained by the District. A total of approximately 0.2 miles of public roadway will be constructed at CIP buildout. No roadway has been constructed within the District to date.

There will be three (3) access points into the District, the main entry off Collier Boulevard, a secondary entry through Hacienda Lakes Parkway, and entry from Hacienda Lakes Boulevard. Collier Boulevard is currently a six-lane roadway along the western frontage of the District, Hacienda Lakes Parkway (FKA The Lords Way) is an existing two-lane roadway along the southern frontage of the District, and Hacienda Lakes Boulevard. The proposed entrance locations can be seen in final build out form on Exhibit 6 – Master Site Plan for reference.

STORMWATER MANAGEMENT
Collier County and the South Florida Water Management District (SFWMD) regulate the design criterion for the stormwater management system within the District. The District is located within the West Collier Drainage Basin. The existing site was previously undeveloped and vegetated.

The Stormwater Management Plan for the District focuses on utilizing newly constructed ponds in the uplands for stormwater treatment in conjunction with dry detention facilities throughout the site.

The primary objectives of the stormwater management system for the District are:
To provide a stormwater conveyance and storage system, which includes stormwater quality treatment.
To adequately protect development within the District from regulatory-defined rainfall events.
To maintain wetland hydroperiods.
To ensure that adverse stormwater impacts do not occur upstream or downstream as a result of the development.
To satisfactorily accommodate stormwater runoff from adjacent off-site areas that naturally drains through the District. Accommodating existing drainage conditions is a requirement

of more than one regulatory agency and is an integral part of the infrastructure improvements constructed with development projects.
To preserve the function of the floodplain storage during the 25-year storm event.

The stormwater collection and outfall systems will be a combination of curb inlets, pipe culverts, control structures and open waterways. Wetland hydroperiods (normal pool and season high water elevations) will be maintained through proper design and maintenance of the outfall control structures.

The District will finance, own, operate and maintain the stormwater system, with the exception that the County will own, operate, and maintain the inlets and storm sewer systems within any County rights-of-way. The District’s proposed stormwater improvements within the CIP can be found on Exhibit 6A – Stormwater Plan.

NOTE: No private earthwork is included in the CIP. Accordingly, the District will not fund any costs of mass grading of lots, and lake excavation for stormwater ponds within the CIP includes only the portion from the control elevation to the depth required to meet water quality criteria set forth by the SFWMD. Moreover, the purpose of the lakes is to manage stormwater, with any use of such water for irrigation on private lots being incidental to that purpose. Further, all lakes included in the CIP will be constructed in accordance with the applicable requirements of governmental authorities with jurisdiction over lands in the District and not for the purpose of creating fill for private property. Additionally, all improvements within the District-funded stormwater management plan will be located on publicly owned land or within public easements or public rights-of-way. Finally, it is less expensive to allow the developers of the land in the District to use any excess fill generated by construction of the improvements in the stormwater system than to haul such fill off-site.

ENVIRONMENTAL CONSERVATION/MITIGATION
No onsite wetland areas are being preserved. All mitigation has been approved with SFWMD and Collier County and is being completed (not through the District) with the onsite preserve tracts within the Hacienda Lakes PUD and ERP.

WASTEWATER COLLECTION
The District falls within the Collier County utility service area, with wastewater treatment service to be provided by Collier County Public Utilities and its existing infrastructure in the area. The County has sufficient capacity to serve the District’s water and wastewater needs at build out. Facilities will be designed and constructed in accordance with County and Florida Department of Environmental Protection standards. The project’s wastewater needs will be served by the existing infrastructure within the Collier Boulevard (CR-951) right-of-way via an existing 12-inch force main beneath the southbound lanes. Wastewater facilities include gravity collection lines with individual services, lift stations, and force mains to connect to the existing County system. Approximately 4 miles of 8-inch gravity collection lines and approximately 1.1 miles of on-site 4, 6, and 8-inch force main, and four wastewater pump stations are to be constructed. Please refer to Exhibit 6B – Wastewater Plan Exhibit for the CIP’s proposed internal sanitary sewer collections system layout.

The wastewater collection systems for all phases identified in Exhibit 6B will be constructed and/or acquired by the District and then dedicated to Collier County for ownership, operation, and maintenance. As such, they are all included within the CIP. There are no impact fee credits associated with the construction of any of these improvements.

WATER DISTRIBUTION SYSTEM
The District falls within the Collier County utility service area, with potable water service to be provided by Collier County Public Utilities and its existing infrastructure in the area. The County has sufficient capacity to serve the District’s water and wastewater needs at build out. Facilities will be designed and constructed in accordance with County and Florida Department of Environmental Protection standards. The project’s potable water needs will be served via the existing 36” potable water main along the east side of the Henderson Creek Canal. The water facilities include potable distribution mains along with necessary valving, fire hydrants and water services to individual units and common areas. Approximately 4 miles of 6 to 12-inch water mains will be constructed. The planned water distribution system within the CIP is shown in Exhibit 6C – Potable Water Plan Exhibit.

The water distribution systems for all phases identified in Exhibit 6C will be constructed and/or acquired by the District and then dedicated to Collier County for ownership, operation, and maintenance. As such, they are all included within the CIP. There are no impact fee credits associated with the construction of any of these improvements.

LANDSCAPING & WALLS
Perimeter buffer landscaping and walls are planned for Hacienda North. Perimeter walls and code required landscaping will be owned and maintained by the District. Such infrastructure, to the extent that it is located in rights-of-way owned by the County, will be maintained pursuant to a right-of-way agreement to be entered into with the County. All other landscaping, hardscape, and lighting is to be considered private and shall be funded by the Developers and maintained by the Property Owner’s Association.

RECREATIONAL FACILITIES
Hacienda North will have one main recreational amenity campus for the exclusive use of Hacienda North’s residents. The amenity location will provide the typical programing such as a clubhouse, pool, park, and sports courts. All amenity facilities are considered common elements for the benefit of the community. Further, all amenity facilities will be funded by the Developers to be owned and maintained by the POA. Although the CIP benefits the recreational amenities, they are not assessed pursuant to state law, as they are a common element for the Hacienda North development.

PROFESSIONAL FEES
Professional fees include civil engineering, costs for site design, permitting, inspection and master planning, survey costs for construction staking and record drawings as well as preparation of preliminary and final plats, geotechnical cost for pre-design soil borings, under drain analysis and construction testing, and architectural cost for landscaping. Also included in this category are fees associated with environmental consultation and permitting and legal fees

OWNERSHIP AND MAINTENANCE
The ownership and maintenance responsibilities of the proposed infrastructure improvements are set forth in Table 4 below.

Any CDD-financed components of the CIP maintained by a POA will be pursuant to an arrangement that is reviewed by bond counsel to the CDD.

Table 4: Ownership and Maintenance Responsibilities

FACILITY	FUNDED BY	O & M	OWNERSHIP	
Public Roads	Developers/CDD	County/CDD	County/CDD	
Private Roads	Developers	Neighborhood POA	Neighborhood POA	
Stormwater Management	Developers/CDD	CDD	CDD	
Utilities	CDD	County	County	
Off-Site Road Improvements	CDD	County	County	
Perimeter Landscaping	Developers/CDD	CDD	CDD	

PROJECT COSTS
The CIP’s identifiable total costs associated with the public infrastructure improvements are estimated to be $22,865,019.95. The public infrastructure improvements include earthwork, drainage, perimeter walls and landscaping, sewer, water, stormwater management systems, and on-site roadways that will benefit the developable, assessable land within the District. Private infrastructure, which is not included within the CIP, includes landscaping/hardscaping, internal private roadways, portions of the excavation and grading, and the amenity campus serving the Hacienda North development.

The Summary of Estimated Project costs shown below in Table 5, outlines the anticipated costs associated with the construction and acquisition of public infrastructure comprising the CIP.

Table 5: Cost Estimates

PROFESSIONAL & PERMIT FEES	$2,685,833.25	
EARTHWORK FOR STORMWATER MANAGEMENT	$2,563,675.20	
ROADWAYS	$2,120,850.00	
OFF-SITE ROAD IMPROVEMENTS	$3,918,600.00	
DRAINAGE SYSTEMS	$2,834,669.00	
SANITARY SEWER SYSTEMS	$4,326,689.50	
POTABLE WATER SYSTEMS	$1,975,893.00	
PERIMETER WALLS	$818,830.00	
PERIMETER LANDSCAPING	$1,619,980.00	
TOTAL ESTIMATED COSTS – ENTIRE PROJECT	$22,865,019.95	

The cost estimates set forth herein are estimates based on current plans and market conditions, which are subject to change. Accordingly, the ‘CIP’ as used herein refers to sufficient public infrastructure of the kinds described herein (i.e., stormwater/floodplain management, sanitary sewer, potable water, etc.) to support the development and sale of the planned residential and commercial units, which (subject to true-up determinations) number and type of units may be changed with the development of Hacienda North. Stated differently, during development and implementation of the public infrastructure improvements as described for the District, it may be necessary to make modifications and/or deviations for the plans, and the District expressly reserves the right to do so.

SUMMARY AND CONCLUSION
The infrastructure, as outlined above, is necessary for the functional development of the District as required by the applicable independent unit of local government. The planning and design of the infrastructure is in accordance with current governmental regulatory requirements. The infrastructure will provide its intended function so long as the construction is in substantial compliance with the design and permits. The platting, design and permitting of the site plan are ongoing at this time and there is no reason to believe such permitting will not be obtained.

Items of construction in this report are based on current plan quantities for the infrastructure construction as shown on the master plans, conceptual plans, construction drawings and specifications, last revisions. It is the professional opinion of Atwell, LLC that the estimated infrastructure costs provided herein for the District improvements are reasonable to complete the construction of the infrastructure described herein and that these infrastructure improvements will benefit and add value to all developable lands within the District. All such infrastructure costs are public improvements or community facilities as set forth in Section 190.012(1) of the Florida Statutes, and any land to be acquired by the District is related to the stormwater management system and wetland mitigation component of such improvements or facilities. Further, the Hacienda North CIP functions as a system of improvements benefitting all lands within the District.

The infrastructure total construction cost developed in this report is only an estimate and not a guaranteed maximum price. The estimated cost is based on unit prices currently being experienced for ongoing and similar items of work in Collier County and quantities as represented on the master plans. The labor market, future costs of equipment and materials, and the actual construction processes frequently vary and cannot be accurately forecasted. Due to this inherent opportunity for fluctuation in cost, the total final cost may be more or less than this estimate.

The professional services for establishing the opinion of estimated construction cost are consistent with the degree and care and skill exercised by members of the same profession under similar circumstances.

Jeremy H. Arnold, P.E. District Engineer
FL Registration No.: 66421

CDD EXHIBITS FOR
HACIENDA NORTH COMMUNITY
DEVELOPMENT DISTRICT
SECTION 14, TOWNSHIP 50 SOUTH, RANGE 26 EAST COLLIER COUNTY, FLORIDA

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000101.dwg

SHEET INDEX
1	COVER SHEET	
2	EXHIBIT 1 LOCATION MAP	
3	EXHIBIT 2A SKETCH	
4	EXHIBIT 2B LEGAL DESCRIPTION	
5	EXHIBIT 4 EXISTING LAND USE MAP	
6	EXHIBIT 5 FUTURE LAND USE MAP	
7	EXHIBIT 6 MASTER SITE PLAN	
8	EXHIBIT 6A STORMWATER PLAN	
9	EXHIBIT 6B WASTEWATER PLAN	
10	EXHIBIT 6C POTABLE WATER PLAN	
11	EXHIBIT 7 EXISTING UTILITIES	

HACIENDA NORTH CDD	COVER SHEET

PREPARED FOR:
HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

NAPLES, FLORIDA 34102	FILE NAME: 12845000101.dwg
PHONE: (239) 269-1341
SHEET:	1 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

COLLIER BLVD (CR 951)

HACIENDA NORTH CDD BOUNDARY

NOT TO SCALE

FLORIDA SPORTS PARK

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000102.dwg

ESPLANADE AT HACIENDA LAKES

AZURE AT HACIENDA LAKES

EXHIBIT 1: LOCATION MAP
PREPARED FOR:
HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

NAPLES, FLORIDA 34102	FILE NAME: 12845000102.dwg
PHONE: (239) 269-1341
SHEET:	2 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000103.dwg

NOTE
ALL INFORMATION PROVIDED IN THE ABOVE TABLES AND SKETCH HAVE BEEN PREPARED BY RHODES & RHODES LAND SURVEYING, INC.

EXHIBIT 2A: SKETCH
PREPARED FOR:

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

NAPLES, FLORIDA 34102	FILE NAME: 12845000103.dwg
PHONE: (239) 269-1341
SHEET:	3 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

LEGAL DESCRIPTION

BEING A PORTION OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, ALSO BEING ALL OF TRACT FD-1, HACIENDA LAKES OF NAPLES - PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, TOGETHER WITH PORTIONS OF SECTIONS 13, 14 AND 23, TOWNSHIP 50 SOUTH, RANGE 26 EAST, COLLIER COUNTY, FLORIDA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCE AT THE NORTHWEST CORNER OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: SOUTH 00°50'27" WEST, 344.07 FEET; COURSE NO. 2: SOUTH 00°49'30” WEST, 255.61 FEET TO THE POINT OF BEGINNING OF THE PARCEL OF LAND HEREIN DESCRIBED; THENCE SOUTH 89°10'15" EAST, A DISTANCE OF 563.89 FEET TO A POINT OF CURVATURE; THENCE EASTERLY, 182.19 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF 530.00 FEET, THROUGH A CENTRAL ANGLE OF 19°41'43" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 79°19'24" EAST, 181.29 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 23.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 38°15'49" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 88°36'27" EAST, 22.94 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 95.07 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF 110.00 FEET, THROUGH A CENTRAL ANGLE OF 49°31'14" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 82°58'44" EAST, 92.14 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 212.96 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHWESTERLY, HAVING A RADIUS OF 570.00 FEET, THROUGH A CENTRAL ANGLE OF 21°24'22" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 47°30'56" EAST, 211.72 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHERLY, 91.60 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE WESTERLY, HAVING A RADIUS OF 110.00 FEET, THROUGH A CENTRAL ANGLE OF 47°42'50" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 12°57'20" EAST, 88.98 FEET TO A POINT OF REVERSE CURVATURE; THENCE SOUTHERLY, 29.49 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 48°16'55" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 13°14'22" EAST, 28.63 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 198.92 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 220.00 FEET, THROUGH A CENTRAL ANGLE OF 51°48'25" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 63°17'02" EAST, 192.22 FEET; THENCE SOUTH 89°11'15" EAST, A DISTANCE OF 17.82 FEET TO A POINT OF THE EASTERLY BOUNDARY OF A 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 673, PAGE 1843 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE NORTH 00°48'45” EAST, ALONG THE EASTERLY BOUNDARY OF SAID FLORIDA POWER AND LIGHT EASEMENT, CONTINUING ALONG THE EASTERLY BOUNDARY OF AN EXISTING 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 668, PAGE 1751 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA, A DISTANCE OF 708.91 FEET TO A POINT ON THE BOUNDARY OF SAID TRACT FD-2; THENCE RUN THE FOLLOWING FIFTEEN (15) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 87°25'45" EAST, 2,004.48 FEET; COURSE NO. 2: SOUTH 00°47'37" WEST, 671.11 FEET; COURSE NO. 3: NORTH 87°27'14" EAST, 668.22 FEET; COURSE NO. 4: SOUTH 00°47'14" WEST, 671.39 FEET; COURSE NO. 5: NORTH 87°28'42" EAST, 1,336.55 FEET; COURSE (6) NORTH 87°30'06" EAST, 504.61 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 7: SOUTHERLY, 166.87 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 9,860.00 FEET, THROUGH A CENTRAL ANGLE OF 00°58'11" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 16°32'15" WEST, 166.87 FEET; COURSE NO. 8: SOUTH 16°03'09" WEST, 370.15 FEET TO A POINT OF CURVATURE; COURSE NO. 9: SOUTHWESTERLY, 788.77 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 1,580.00 FEET, THROUGH A CENTRAL ANGLE OF 28°36'11" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 30°21'15" WEST, 780.60 FEET; COURSE NO. 10: SOUTH 44°39'20" WEST, 705.32 FEET; COURSE NO. 11: NORTH 45°20'40" WEST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 12: SOUTHWESTERLY, 146.11 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAVING A RADIUS OF 2,390.00 FEET, THROUGH A CENTRAL ANGLE OF 03°30'10" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 42°54'15" WEST, 146.09 FEET; COURSE NO. 13: SOUTH 48°50'49" EAST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 14: SOUTHERLY, 1,669.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 2,370.00 FEET, THROUGH A CENTRAL ANGLE OF 40°21'59" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 20°58'11" WEST, 1,635.40 FEET; COURSE NO. 15: SOUTH 00°47'07" WEST, 127.52 FEET TO THE SOUTHEASTERLY CORNER OF SAID TRACT FD-2; THENCE SOUTH 87°37'31" WEST, ALONG THE SOUTHERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF 20.03 FEET TO A POINT ON THE BOUNDARY OF TRACT FD-1, HACIENDA LAKES OF NAPLES - PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING FIVE (5) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-1; COURSE NO. 1: SOUTH 00°47'12" WEST, 820.13 FEET; COURSE NO. 2: NORTH 89°12'48" WEST, 120.00 FEET; COURSE NO. 3: NORTH 00°47'12" EAST, 163.01 FEET; COURSE NO. 4: SOUTH 87°37'31" WEST, 20.03 FEET; COURSE NO. 5: NORTH 00°47'14" EAST, 650.49 FEET TO THE NORTHWEST CORNER OF SAID TRACT FD-1, ALSO BEING THE SOUTHWESTERLY CORNER OF TRACT FD-2 OF AFORESAID HACIENDA LAKES OF NAPLES PLAT; THENCE RUN THE FOLLOWING ELEVEN (11) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2 OF LAST SAID PLAT; COURSE NO. 1: NORTH 00°47'14" EAST, 136.36 FEET TO A POINT OF CURVATURE; COURSE NO. 2: NORTHERLY, 1,302.67 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 2,530.00 FEET, THROUGH A CENTRAL ANGLE OF 29°30'04" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 15°32'13" EAST, 1,288.33 FEET; COURSE NO. 3: NORTH 87°33'06" EAST, 5.70 FEET; COURSE NO. 4: NORTH 00°47'03" EAST, 671.53 FEET; COURSE NO. 5: SOUTH 87°31'38" WEST, 334.19 FEET; COURSE NO. 6: SOUTH 89°44'23" WEST, 134.31 FEET; COURSE NO. 7: NORTH 04°44'35" WEST, 0.82 FEET; COURSE NO. 8: SOUTH 87°31'38" WEST, 105.71 FEET TO A POINT OF CURVATURE; COURSE NO. 9: WESTERLY, 181.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF
940.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 181.09 FEET TO A POINT OF REVERSE CURVATURE; COURSE NO.

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000104.dwg

10: WESTERLY, 192.95 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 1,000.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 192.65 FEET; COURSE NO. 11: SOUTH 87°31'38" WEST, 598.35 FEET TO A POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AS “AMENDED AND RESTATED NOTICE OF ESTABLISHMENT OF HACIENDA LAKES COMMUNITY DEVELOPMENT DISTRICT (NOTICE OF AMENDED BOUNDARIES)” AND RECORDED IN OFFICIAL RECORDS BOOK 5500, PAGE 3229 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING SIX (6) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 04°34'13" WEST, 60.04 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 2: NORTHWESTERLY, 56.98 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 93°16'33" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 45°50'05" WEST, 50.89 FEET; COURSE NO. 3: NORTH 89°11'49" WEST, 80.00 FEET; COURSE NO. 4: SOUTH 00°48'11" WEST, 8.59 FEET TO A POINT OF CURVATURE; COURSE NO. 5: SOUTHWESTERLY, 52.98 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 86°43'27" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 44°09'55" WEST, 48.06 FEET; COURSE NO. 6: SOUTH 87°31'38" WEST, 17.03 FEET TO A POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AND RECORDED IN OFFICIAL RECORDS BOOK 5456, PAGE 1683 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 00°48'11" EAST, 200.33 FEET; COURSE NO. 2: SOUTH 87°31'38" WEST, 289.47 FEET TO A POINT ON THE BOUNDARY OF AFORESAID TRACT FD-2; THENCE RUN THE FOLLOWING FOUR (4) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 00°48'11" EAST, 1,111.00 FEET; COURSE NO. 2: SOUTH 87°28'42" WEST, 1,002.41 FEET; COURSE NO. 3: NORTH 00°48'45" EAST, 335.13 FEET; COURSE NO. 4: SOUTH 87°27'58" WEST, 857.11 FEET; THENCE NORTH 02°31'19" WEST, A DISTANCE OF 104.67 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 190.42 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAVING A RADIUS OF 105.00 FEET, THROUGH A CENTRAL ANGLE OF 103°54'28" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 51°57'14" EAST, 165.38 FEET; THENCE NORTH 02°31'19" WEST, A DISTANCE OF 234.55 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 110.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 95.00 FEET, THROUGH A CENTRAL ANGLE OF 66°46'31" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 34°13'00" EAST, 104.56 FEET; THENCE NORTH 00°49'45" EAST, A DISTANCE OF 37.03 FEET; THENCE NORTH 89°10'15" WEST, A DISTANCE OF 545.06 FEET TO A POINT ON THE WESTERLY BOUNDARY OF SAID TRACT FD-2; THENCE NORTH 00°49'30" EAST, ALONG THE WESTERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF 160.00 FEET TO THE POINT OF BEGINNING.

CONTAINING 8,617,083 SQUARE FEET OR 197.821 ACRES, MORE OR LESS.

NOTE
ALL INFORMATION PROVIDED IN THE LEGAL DESCRIPTION ABOVE HAS BEEN PREPARED BY RHODES & RHODES LAND SURVEYING, INC.

EXHIBIT 2B: LEGAL DESCRIPTION
PREPARED FOR:
HACIENDA LAKES OF NAPLES, LLC
7742 ALICO ROAD

14	50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

WALDROP
CIVIL ENGINEERING  PLANNING LANDSCAPE ARCHITECTURE

28100 BONITA GRANDE DRIVE - SUITE 305

FORT MYERS, FLORIDA 33912	FILE NAME: 12845000104.dwg
PHONE: (239) 208-4079

JEREMY H. ARNOLD, P.E.

BONITA SPRINGS, FL 34135
P: 239-405-7777 F: 239-405-7899

SHEET:	4 OF 11

FL LICENSE NO. 66421	EMAIL: info@waldropengineering.com

NORTH

RESIDENTIAL

UNDEVELOPED (A)

SCALE: 1" = 1000'

(CLUB ESTATES	HACIENDA NORTH
PUD)	CDD BOUNDARY	UNDEVELOPED RESIDENTIAL (WILLOW RUN RPUD)

CONSERVATION
AREA (CFPUD)	MPUD

COLLIER BLVD & CANAL (ROW)

FIRST ASSEMBLY		UNDEVELOPED BUSINESS MINISTRIES PUD	RESIDENTIAL		PARK (MPUD)

RESIDENTIAL

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000105.dwg

(NAPLES LAKES PUD)

UNDEVELOPED (A)

RESIDENTIAL (LORD'S WAY RPUD)

PRESERVES
(HACIENDA LAKES MPUD/DRI)

HACIENDA NORTH CDD BOUNDARY

JUNIOR DEPUTY
(HACIENDA LAKES	SCHOOL

HAMMOCK PARK
COMMERCE CENTER CPUD

EXISTING LAND USE

McMULLEN MPUD

MPUD/DRI)

(HACIENDA LAKES MPUD/DRI)

NORTH	A, RPUD	
EAST	MPUD/DRI, RPUD	
SOUTH	A, MPUD/DRI, MPUD, RPUD, CPUD	
WEST	A, CFPUD, PUD, ROW	
PROPOSED CDD	MPUD	

RESIDENTIAL/COMMERCIAL	RESIDENTIAL
(HACIENDA LAKES	(HACIENDA LAKES

ACRONYM(S):
A - ATTRACTION /OR AGRICULTURE TRACT MPUD - MASTER PLANNED UNIT DEVELOPMENT DRI - DEVELOPMENT OF REGIONAL IMPACT
RPUD - RESIDENTIAL PLANNED UNIT DEVELOPMENT CPUD - COMMERCIAL PLANNED UNIT DEVELOPMENT
CFPUD - COMMUNITY FACILITIES PLANNED UNIT DEVELOPMENT ROW - RIGHT OF WAY

MPUD/DRI)

RESIDENTIAL
(HACIENDA LAKES MPUD/DRI)

MPUD/DRI)

EXHIBIT 4: EXISTING LAND USE MAP
PREPARED FOR:

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

NAPLES, FLORIDA 34102	FILE NAME: 12845000105.dwg
PHONE: (239) 269-1341
SHEET:	5 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

URBAN RESIDENTIAL SUBDISTRICT

HACIENDA NORTH CDD BOUNDARY

URBAN RESIDENTIAL FRINGE SUBDISTRICT

URBAN RESIDENTIAL FRINGE SUBDISTRICT

URBAN RESIDENTIAL FRINGE SUBDISTRICT

SCALE: 1" = 1000'

URBAN RESIDENTIAL FRINGE SUBDISTRICT

URBAN RESIDENTIAL FRINGE
SUBDISTRICT

HACIENDA NORTH CDD BOUNDARY

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000106.dwg

FUTURE LAND USE

NORTH	URBAN RESIDENTIAL FRINGE SUBDISTRICT	
EAST	URBAN RESIDENTIAL FRINGE SUBDISTRICT	
SOUTH	URBAN RESIDENTIAL FRINGE SUBDISTRICT	
WEST	URBAN RESIDENTIAL FRINGE SUBDISTRICT
URBAN RESIDENTIAL SUBDISTRICT	
PROPOSED CDD	URBAN RESIDENTIAL FRINGE SUBDISTRICT	

EXHIBIT 5: FUTURE LAND USE MAP
PREPARED FOR:

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

NAPLES, FLORIDA 34102	FILE NAME: 12845000106.dwg
PHONE: (239) 269-1341
SHEET:	6 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

EXISTING 170' FPL EASEMENT

HACIENDA NORTH
CDD BOUNDARY	SCALE: 1" = 800'

COLLIER BLVD.

HACIENDA NORTH PARCEL
EXISTING 170' FPL EASEMENT

BUSINESS PARK PARCEL

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000107.dwg

HACIENDA LAKES PARKWAY

HACIENDA NORTH CDD BOUNDARY

LEGEND

HACIENDA NORTH CDD BOUNDARY PROPOSED LAKE
EXISTING WETLAND

HACIENDA BOULEVARD

EXHIBIT 6: MASTER SITE PLAN
PREPARED FOR:
HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

NAPLES, FLORIDA 34102	FILE NAME: 12845000107.dwg
PHONE: (239) 269-1341
SHEET:	7 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

HACIENDA NORTH
CDD BOUNDARY	SCALE: 1" = 800'

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000108.dwg

LEGEND
CDD BOUNDARY PROPOSED LAKE
EXISTING WETLAND STORM PIPE
INTERCONNECTS
INLET FLARED END
JUNCTION BOX CONTROL STRUCTURE

HACIENDA NORTH CDD BOUNDARY

EXHIBIT 6A: STORMWATER PLAN
PREPARED FOR:
HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

NAPLES, FLORIDA 34102	FILE NAME: 12845000108.dwg
PHONE: (239) 269-1341
SHEET:	8 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

SCALE: 1" = 800'

FM

HACIENDA NORTH CDD BOUNDARY

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000109.dwg

FM

CONNECT TO EXISTING GRAVITY MAIN SERVICED
BY OFFSITE PUMP STATION LOCATED AT SAPPHIRE
COVE DEVELOPMENT

LEGEND

CDD BOUNDARY PROPOSED
FORCE MAIN

EXISTING FORCE MAIN

PROPOSED GRAVITY SEWER

PROPOSED WASTEWATER PUMP STATION

HACIENDA NORTH CDD BOUNDARY

EXHIBIT 6B: WASTEWATER PLAN
PREPARED FOR:
HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

NAPLES, FLORIDA 34102	FILE NAME: 12845000109.dwg
PHONE: (239) 269-1341
SHEET:	9 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

W

HACIENDA NORTH CDD BOUNDARY

SCALE: 1" = 800'

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000110.dwg

W

CONNECT TO EXISTING WATER MAIN

LEGEND

CDD BOUNDARY PROPOSED WATER MAIN
EXISTING WATER MAIN

EXHIBIT 6C: POTABLE WATER PLAN
PREPARED FOR:

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

HACIENDA NORTH CDD BOUNDARY

HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

NAPLES, FLORIDA 34102	FILE NAME: 12845000110.dwg
PHONE: (239) 269-1341
SHEET:	10 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

NORTH

W

HACIENDA NORTH CDD BOUNDARY

SCALE: 1" = 800'

B:\Projects\1284-500 (Hacienda North) CDD\Drawings-Exhibits\1284-500-01 CDD Exhibits\Current Plans\12845000111.dwg

HACIENDA NORTH CDD BOUNDARY

LEGEND

CDD BOUNDARY

PROPOSED LAKE

FM	EXISTING FORCE MAIN

W	EXISTING WATER MAIN

EXHIBIT 7: EXISTING UTILITIES
PREPARED FOR:
HACIENDA NORTH CDD
707 ORCHID DRIVE, SUITE 100

13,14,23  50S	26E
COLLIER COUNTY,  FLORIDA

FLORIDA CERTIFICATE OF AUTHORIZATION #8636

W

FM

NAPLES, FLORIDA 34102	FILE NAME: 12845000111.dwg
PHONE: (239) 269-1341
SHEET:	11 OF 11

JEREMY H. ARNOLD, P.E.
FL LICENSE NO. 66421

EXHIBIT B

MASTER ASSESSMENT METHODOLOGY REPORT

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

July 13, 2022

Prepared for
Board of Supervisors
Hacienda North Community Development District

Prepared by

Real Estate Econometrics, Inc. 707 Orchid Drive, Suite 100
Naples, FL 34102 REE-I.com

Introduction

Purpose

This Master Assessment Methodology Report (“Master Methodology”) provides a Master Assessment Methodology for the Hacienda North Community Development District (“District”). The Master Methodology described herein has two goals: (1) determining the special and peculiar benefits that flow to the properties in the District as a logical connection from the infrastructure systems and facilities constituting enhanced use and increased enjoyment of the property; and (2) apportion the special benefits on a basis that is fair and reasonable. The District has adopted a Capital Improvement Plan (“Improvement Plan” or “CIP”) that will allow for the development of property within the District. The District plans to fund the CIP through a combination of debt financing with the proceeds of bonds payable from special assessments, and contributions of components of the CIP by the Developers and other parties, or combinations of the foregoing.

The principal and interest on any debt issued by the District is intended to be repaid from the proceeds of non-ad valorem special assessments will constitute liens, co-equal with the liens of State, County, municipal and school board taxes, against properties within the boundary of the District that receive special benefits from the CIP. The Master Methodology herein is intended to set forth a framework to apportion the special and peculiar benefits from the portions of the CIP financed with the proceeds of bonds payable from and secured by non-ad valorem special assessments (the “Assessments”) imposed and levied on the developable properties within the District.

This Report is designed to conform to the requirements of the Florida Constitution, Chapters 170, 190 and 197, F.S. with respect to the Assessments and is consistent with our understanding of the case law on this subject.

Background

The Hacienda North development (“Development”) is +/-197.82-acres within the existing Hacienda Lakes DRI/PUD (“PUD”) with frontage on Collier Boulevard in Collier County, Florida. The Hacienda North Community Development District covers the +/-197.82 acres of the Development (See Location Map – Exhibit 1 on the next page). The District was formed on June 14, 2022 by Ordinance 2022- 21 by the Collier County (“County”) Board of County Commissioners, which Ordinance became effective June 17, 2022. The development is expected to be developed by Toll FL XIII Limited Partnership and Hacienda Lakes of Naples, LLC (“Developers”)

Exhibit 1 – Hacienda North CDD Location Map

Based upon information provided by the Developers, the development plan (“Development Program”) includes up to 229 single-family detached residential units of varying homesite sizes; up to 184 attached twin villas, 140,000 square feet of business park uses, a proposed amenity; stormwater management systems; utility infrastructure; irrigation facilities; landscaped roadways; a landscaped entry; and perimeter walls and landscape berms.

Table 1 below outlines the proposed Hacienda North Development Program within the District.

Table 1. Proposed Hacienda North Development Program

Product Type	Units	
Twin Villas	184	
52' Lots	108	
59' lots	76	
77' Lots	45	

Total Residential		413	
			
Commercial Type		Square Feet	
Business Park		140,000	
Total Commercial		140,000	
	Source: Developers		

Scope of Report

The CIP and therefore the financing of the components thereof have been estimated by the District Engineer based upon good faith estimates provided by the Developers for the Development. Accordingly, there can be no assurance on the date hereof that such costs are attainable. Moreover, it is not possible at this time to contemplate the entirety of the Development with any particularity. Therefore, the estimated par value of bonds required will likely change. This Report is intended to establish a maximum benefit (unless altered by subsequent proceedings) based upon current knowledge and to establish a framework for subsequent supplemental assessment reports which will detail with greater specificity the apportionment of Assessments relative to the amount of debt actually issued.

Florida Statutes permit the District to establish separate phased units, which presumably will differ not only on the timing of their development, but also based upon the composition of the uses of property within each area and the differences in the special and peculiar benefits that each use receives. If and when the District issues bonds or other debt instruments to finance infrastructure one or more supplemental reports will be devised which will describe the specific size and terms of the bonds or other debt being issued and will allocate such debt to the properties to be assessed consistent with this Master Methodology.

Finance Plan

Master Development Program

As noted, the Developers are developing the property within the District. The Developers will develop the land in preparation for selling parcels to third party builders who in turn will sell homesites to third-party end-users. The Hacienda North Development Program within the District is detailed in Table 1. The Development Program is based upon the current development plan for the lands in the District provided by the Developers and is consistent with the approved land uses and densities set forth in the PUD.

Capital Improvement Program
Atwell, LLC (the “District Engineer”) has identified certain infrastructure improvements that may be provided by the District and has provided a cost estimate for the District’s CIP. The CIP is detailed in the Master Engineer’s Report for Hacienda North Community Development District dated July 2022 as prepared by the District Engineer.

The CIP consists of earthwork, preserve and wastewater management; utilities; roadways; landscape, signing and lighting; professional services permitting and misc. costs; and contingency (the “Master Infrastructure Improvements”).

Table 2 on the next page summarizes the costs associated with the proposed Master Infrastructure Improvements.

(Rest of Page Left Intentionally Blank)

Capital Improvement	Total	
Professional & Permit Fees	$2,685,833.25	
Earthwork for Stormwater Management	2,563,675.20	
Roadways	2,120,850.00	
Off-Site Road Improvements	3,918,600.00	
Drainage Systems	2,834,699.00	
Sanitary Sewer Systems	4,326,689.50	
Potable Water Systems	1,975,893.00	
Perimeter Walls	818,830.00	
Perimeter Landscaping	1,619,980.00	
Total Capital Improvement Program	$22,865,049.95	
Source: District Engineer’s Report, June 2022
Bond Requirements

The District intends to finance all or a portion of the CIP by issuing capital improvement bonds. These bonds will be issued in one or more series. A number of items comprise the final par bond requirements. These items may include but are not limited to capitalized interest, a debt service reserve fund, underwriter’s discount, and issuance costs. For purposes of this Master Methodology, allowances have been estimated for such items.

As the finance plan is implemented a supplemental report detailing the particulars of each specific bond issue will detail the terms, interest rates, and costs associated with a specific series of bonds, the level of funding for the construction/acquisition account, the capitalized interest account, the debt service reserve fund account, as well as the underwriter’s discount, and issuance costs. Table 3 on the next page shows an estimate of the par amount of bonds required to fund the CIP.

(Rest of Page Left Intentionally Blank)

Average Coupon Interest Rate:	7.00%	
Term:	30 Years	
Capitalized Interest Term:	3 years	
Debt Service Reserve Fund Term:	1Year	
Maximum Annual Debt Service (MADS)	$2,697,100.00	
Underwriter Discount	2.00%	
Sources		
Par Amount	$33,785,000.00	
Uses		
Construction / Acquisition Fund	22,865,049.95	
Debt Service Reserve Fund	2,697,100.00	
Capitalized Interest Fund	7,094,850.00	
Underwriter's Discount	675,700.00	
Cost of Issuance	450,000.00	
Rounding	2.300.05	
Check:	$33,785,000.00	
Source: MBS Capital Markets LLC & Methodology Consultant.

Assessment Methodology

Requirements of a Valid Assessment Methodology

Valid special assessments under Florida law have two requirements. First, the properties assessed must receive a special and peculiar benefit as a logical connection from the systems and services constituting improvements. The courts recognize the special benefits which flow as a logical connection peculiar to the property as enhanced enjoyment and increased use of the property which in turn may result in decreased insurance premiums, increased value and marketability. Second, the assessments must be fairly and reasonably apportioned in relation to the benefit received by the various properties being assessed.

If these two tests for lienability are determined in a manner that is informed and non-arbitrary by the Board of Supervisors of the District, as a legislative determination, then the special assessments may be levied, imposed and collected as co-equal first liens on the property. Florida courts have found that it is not necessary to calculate benefit with mathematical precision at the time of imposition and levy so long as the levying and imposition process is not arbitrary, capricious, or unfair.

Structure – Master Infrastructure Improvements

Special and peculiar benefits flow as a logical connection to the property from the systems, facilities and services provided as a logical consequence to the property within the boundary of the District. These special benefits are peculiar to the acreage and later down to the actual platted units or parcel. The special benefits that justify imposing the assessment on the acreage include enhanced enjoyment and increased use, which may result in such positive consequences as increased value and marketability and decreased insurance premiums when levied on the various platted units or parcels of property.

Initial Apportionment of Benefits on an Acreage Basis

Initially, the District is comprised of a bundle of undeveloped acres with the potential for development pursuant to, and consistent with, the PUD, but upon the acquisition, construction, installation, equipping operation and maintenance of certain infrastructure. The District’s CIP identifies the Master Infrastructure Improvements needed for the Development pursuant to the PUD. Therefore, initially, there is a system of interlinked improvements necessary in order to develop each developable acre within the District, and, because the specific development cannot be initially determined on any one acre of land, each acre of land is benefited equally.

This “proportionate per acre” special benefit from the systems and facilities constituting the components of the CIP is illustrated by the fact that if all of the land were sold in its undeveloped state, its value to a willing buyer would be as a whole and would include the value of the land with development rights from the PUD, adjusted for the cost of development (of which the CIP would be a significant component) and further adjusted for parcel-specific development costs. Thus, each acre would be valued equally since, until development of the property takes place, development could presumably occur on any one acre as on any other. These special benefits are peculiar to the acres of property within the District, are assessed and imposed equally.

In the case of the District, the “proportionate per acre” special benefit is
$170,785.71 (exclusive of costs of collection and statutory early payment discounts). That calculation is shown in Table 4 below.

Table 4. Hacienda North CDD Apportionment per Acre Special Benefit.
Acres in CDD:	197.82
Par Amount:	$33,785,000.00 Debt per Acre:		$170,785.71
Source: Methodology Consultant.
The foregoing discussion demonstrates that the systems, facilities and services

constituting the CIP result in special benefits peculiar to the property, whether the property is in acreage or in platted parcels. Such special and peculiar benefits include roadways, potable water, wastewater, irrigation, earthwork & clearing, stormwater management, landscaping berming and offsite improvements. The dollar amount of these special and peculiar benefits is not known but is capable of being computed with mathematical certainty in the future. As of the date of this Report, the maximum dollar amount of the special assessment levy per acre is $170,785.71.

Assignment of Assessments to Platted Lands

It is useful to consider three broad states or conditions of development within the District. The initial condition is the “unplatted state”. At this point infrastructure may or may not be installed but in general, home sites or other development units have not been defined and all of the developable land within the District is considered unplatted acreage (“Unplatted Acres”). In the unplatted state, all of the lands within the District receive benefit from the components of the financed CIP and assessments would be imposed upon all of the land within the District on an equal acre basis to repay the bonds.

The second condition is the interim or “approved state”. At this point, a Developers would have received approval for a site development plan from the County or the Developers could have sold property and transferred entitlements to an unrelated third-party via contract or deed. By virtue of the County granting an approval for its site development plan for a neighborhood or non-residential land, certain development rights are committed to and peculiar to that neighborhood or non-residential land (or the Developers transferring entitlements), thereby changing the character and value of the land. The new character and value in the land enhances the capacity of the Unplatted Acres within a neighborhood or non-residential land with the special and peculiar benefits flowing from components of the District’s CIP.

Development enters its third state as property is platted. Land becomes platted property (“Platted Property”) when single family units are platted (or condominiumized by the recording of a declaration of condominium document) or non-residential land uses receive a building permit and a separate tax parcel identification number is issued for such parcel. At this point, and only at this point, is the use and enjoyment of the property fixed and determinable and it is only at this point that the ultimate special and peculiar benefit can be determined flowing from the components of the CIP peculiar to such platted parcel. At this point, a specific apportionment of the Assessment per unit will occur.

This apportionment of benefit in such supplemental methodology report shall be based on accepted practices for the fair and equitable apportionment of special and peculiar benefits in accordance with then applicable law and the procedure for the imposition, levy and collection of non-ad valorem special assessments as set forth in Florida Statutes and in conformity with the Constitution and law of the State applicable to such Assessments.
.
Par Debt and Assessment Determination

The Par Debt and Assessment Determination Process

Determining the par debt and assessments per product type begins by identifying all of the properties within the District Boundaries that are receiving benefit from the District’s CIP. The properties receiving benefit were previously identified in Table 1.
The second element in the par debt and assessment determination process is allocating the CIP into benefit determination categories and that will be assessed to the benefitting properties.
The Consultant reviewed the District’s CIP to ascertain benefit determination categories. The CIP was reviewed line item by line item and categorized accordingly. There are four (4) categories of benefit measurement used to determine the amount of the line-item expense to be used in the assessment calculations.
The District’s benefit purposes are the management of the roadways, the water management system, other CIP categories (off-site improvements, sanitary sewer and potable water systems), and an equal benefitting category (perimeter walls and landscaping).

The CIP professional and permit fees category has been allocated to the roadway, water management system, all other CIP and equal benefit categories based on the percentage each category is to the total CIP less the professional and permitting fees category total.

The Consultant categorized the Budget into four (4) formal fundamental benefit categories; Roadways benefit category, Water Management category benefit, All Other CIP Benefit category and Equal Benefit category in order to calculate the benefit received from each category. Those categories are shown in Table 5 on the next page.

TABLE 5.  Hacienda North CDD Pre-Financed CIP Categorized by Benefit

CIP CATEGORY	TOTALS	ROADWAYS	WATER MGMT.	ALL OTHER CIP	EQUAL BENEFIT	
Professional & Permit Fees	$2,685,833.25	$282,282.98	$718,518.12	$1,360,429.01	$324,603.13	
Earthwork for Stormwater Management	2,563,675.20		2,563,675.20			
Roadways	2,120,850.00	2,120,850.00				
Off-Site Road Improvements	3,918,600.00			3,918,600.00		
Drainage Systems	2,834,699.00		2,834,699.00			
Sanitary Sewer Systems	4,326,689.50			4,326,689.50		
Potable Water Systems	1,975,893.00			1,975,893.00		
Perimeter Walls	818,830.00				818,830.00	
Perimeter Landscaping	1,619,980.00				1,619,980.00	
	22,865,049.95	$2,403,132.98	$6,116,892.32	$11,581,611.51	$2,763,413.13	
Source:  District Engineer’s report, June 2022.and Methodology Consultant

The Developers are interested in establishing the CIP benefit for the business park parcel and offsetting that benefit with capital improvements that are not being financed by the District. To determine the business park CIP benefit, the Methodology Consultant must first run the CIP by category and before financing through the benefit determination process.
With the product types identified and the budget allocation defined, the Methodology Consultant next determines the benefit measurement factor by product type for each benefit measurement category.

All four (4) categories are measured by the following benefit measurements. For Roadways, trip pass-by factors from the Institute of Traffic Engineers (“ITE”) are used. Water management benefit is measured by the pervious/impervious surfaces measured by product type (residential and business park). For the All Other CIP category, an Equivalent Assessment Unit based on residential unit size is utilized. The businee park EAU total is calculated by dividing the total square feet (140,000 square feet) by the average residential unit size (3,000 square feet). Finally, for the Equal Benefit category, each residential unit is given one (1) EAU and the business park parcel is given a one (1) EAU for each average unit size (3,000 square feet) divided into the total business park square feet (140,000 square feet).

As noted above, the roadways maintenance benefit is being determined by using the ITE trip pass-by factors from the 10th Edition of the Institute of Traffic Engineers Trip Generation Handbook.

The water management benefit basis is the calculation of water runoff into the water management system. That calculation involves measuring the percentage of pervious and impervious acreage from each development plan category that impacts the water management system. The pervious and impervious areas of the proposed product types were measured from a typical unit in Toll Brothers Azure neighborhood at Hacienda Lakes. A percent of impervious areas for each product type is used to determine the number of impervious acres by product type.

The business park parcel is given an average impervious percentage based on pervious/impervious measurements from comparable parcels nearby on Collier Boulevard.

An equivalent assessment unit is used for the All Other CIP category. That equivalent assessment unit is based on using a one (1) EAU for the 59-foot homesite shown in Table 1 and a proportionate EAU assigned to the other product categories based on the size of the homesite. The business park parcel EAUs are calculated by dividing the 140,000 square feet by an average size unit (3,000 square feet).

Each benefitting property receives one (1) Equivalent Assessment Unit (”EAU”) for the Equal Benefitting category since they all benefit equally from this category. Again, the business park parcel EAUs were calculated by dividing the 140,000 square feet by an average size unit (3,000 square feet).
Table 6 below shows the product types and their benefit measurement factors.

TABLE 6.  Hacienda North CDD Benefit Measurement Factors

Water Mgmt.	Other CIP Items Equal Benefit	
Product Type	Units/Sq.Ft.	Trips	Acres	(EAUs/Unit)	EAUs	
Twin Villas	184	9.44	11.04	0.7	184.00	
52' Lots	108	9.44	15.23	0.85	108.00	
59' lots	76	9.44	13.22	1	76.00	
77' Lots	45	9.44	10.22	1.25	45.00	
Business Park*	140,000	12.44	9.80	46.67	46.67	
Totals		59.51		459.67	
* - Unit square feet					
divided by 1,000 per ITE.					
Source:  Institute of Traffic Engineers Trip Generation Manual, 10th Edition and Methodology Consultant

ASSESSMENT DETERMINATION

There are four (4) assessment calculations that when added together, will ultimately determine the CIP debt service assessment for each benefitting property within District boundaries. The four (4) assessment calculations are the trip generation method for the roadway expenses, the pervious/impervious runoff method for the water management expenses, the EAU method for all other CIP items and an Equal EAU method for the Equal Benefit category.

Roadway CIP
The roadway CIP is benefitting all properties in District. Using the ITE trip generation rates previously shown in Table 6, Table 7 below shows the number of daily trips that are generated by product type using the ITE trip generation multipliers for all product types in the District along with the allocation of the Roadway CIP as financed.

TABLE 7.  Hacienda North CDD Trip Generation Calculations

Product Type	Units/Sq.Ft. Sq. Ft. /	1,000	Trips	Total Trips	Percent Trips	Roadway Allocation	
Twin Villas	184		9.44	1,736.96	30.80%	$740,054.80	
52' Lots	108		9.44	1,019.52	18.08%	$434,379.99	
59' lots	76		9.44	717.44	12.72%	$305,674.81	
77' Lots	45		9.44	424.80	7.53%	$180,991.66	
Business Park*	140,000	140	12.44	1,741.60	30.88%	$742,031.73	
Totals				5,640.32	100.00%	$2,403,132.98	
* - Unit square feet
divided by 1,000 per ITE.							
Source:  Institute of Traffic Engineers Trip Generation Manual, 10th Edition and Methodology Consultant

Water Management CIP
The next step is to calculate the water management assessment for each product type in the District. The water management benefit basis is determined by the calculation of water runoff into the water management system. That calculation involves measuring the percentage of pervious and impervious acreage from each development plan category that impacts the water management system.

As noted earlier, the pervious and impervious areas of the proposed product types are measured from a typical unit in Toll Brothers Azure neighborhood at Hacienda Lakes. A percent of impervious areas for each product type is used to determine the amount of impervious acres by product type.

The business park parcel is given an average impervious percentage based on like parcels nearby on Collier Boulevard.

Table 8 below shows the impervious acres used to allocate the water management CIP as financed.

TABLE 8.  Water Management Impervious Surface Calculations

Product Type	Units/Sq.Ft. Water Mgmt. Acres	Percent Acres	Water Mgmt. Allocation	
Twin Villas	184	11.04	18.55%	$1,134,832.73	
52' Lots	108	15.23	25.59%	$1,565,329.06	
59' lots	76	13.22	22.22%	$1,359,332.25	
77' Lots	45	10.22	17.17%	$1,050,028.65	
Business Park	140,000	9.80	16.47%	$1,007,369.63	
Totals		59.51	100.00%	$6,116,892.32	
Source:  Collier County Property Appraiser Measurements and Consultant

ALL OTHER CIP
An equivalent assessment unit is used for the All Other CIP category. That equivalent assessment unit is based on using a one (1) EAU for the 59-foot lot shown in Table 1 and a proportionate EAU assigned to the other product categories based on the size of the lot as shown in Table 6. The business park parcel EAUs are calculated by dividing the 140,000 square feet by an average size unit (3,000 square feet).

The total number of EAUs are calculated by multiplying the total units by product type and the EAUs by unit. The percentage of EAUs by product type is determined and then the Other CIP amount is multiplied by those percentages to obtain the Other CIP Allocation by product type as shown in Table 9 below.
TABLE 9. All Other CIP Calculations

Product Type	Units/Sq.Ft. Other CIP Items (EAUs/Unit)	Total EAUs	Percent EAUs Other CIP Allocation	
Twin Villas	184	0.7	128.8	32.24%	$3,733,790.57	
52' Lots	108	0.85	91.8	22.98%	$2,661,195.45	
59' lots	76	1	76.0	19.02%	$2,203,168.35	
77' Lots	45	1.25	56.3	14.08%	$1,630,634.47	
Business Park	140,000	46.67	46.7	11.68%	$1,352,822.67	
Totals			399.5	100.00%	$11,581,611.51	
Source: Methodology Consultant

EQUAL BENEFIT
The Equal Benefit category is the last category to be apportioned to the various properties in the District. The Equal Benefit CIP includes such items as the perimeter wall and the perimeter landscaping. All properties benefit equally from these services so therefore each benefitting property receives one (1) Equivalent Assessment Unit (”EAU”) and the business park parcel receive one (1) EAU for each 3,000 square feet of business park development.

Like the roadway/landscape and water management assessments, the next step is to total the number of EAUs in the District and calculate a percentage of EAUs by product type in relation to the total EAUs in the District. Then the Equal Benefit CIP amount of $2,763,413.13 is multiplied by each percentage to apportion that CIP item among the product types.

Finally, the apportioned budget amount is divided by the number of product type units to arrive at the water management assessment as shown in Table 10 below.

TABLE 10.	Equal Benefit CIP Calculations

Product Type	Units/Sq.Ft. Equal Benefit EAUs	Percent EAUs	Equal Benefit Allocation	
Twin Villas	184	184.00	40.03%	$1,106,166.82	
52' Lots	108	108.00	23.50%	$649,271.83	
59' lots	76	76.00	16.53%	$456,894.99	
77' Lots	45	45.00	9.79%	$270,529.93	
Business Park	140,000	46.67	10.15%	$280,549.56	
Totals		459.67	100.00%	$2,763,413.13	
Source: Methodology Consultant

TOTAL CIP BENEFITS
Once the measurements are applied to each residential and the business park parcel in the District, a total pre-financed CIP benefit amount is determined for each product type by totaling the four (4) CIP categories as shown in Table 11 below.

TABLE 11.	Total CIP Calculations by Product Type

Product Type	Units/Sq.Ft.	Roadway Allocation	Water Mgmt. Allocation Other CIP Allocation Equal Benefit Allocation	Total CIP Allocation	
Twin Villas	184	$740,054.80	$1,134,832.73	$3,733,790.57	$1,106,166.82	$6,714,844.92	
52' Lots	108	$434,379.99	$1,565,329.06	$2,661,195.45	$649,271.83	$5,310,176.33	
59' lots	76	$305,674.81	$1,359,332.25	$2,203,168.35	$456,894.99	$4,325,070.40	
77' Lots	45	$180,991.66	$1,050,028.65	$1,630,634.47	$270,529.93	$3,132,184.71	
Business Park	140,000	$742,031.73	$1,007,369.63	$1,352,822.67	$280,549.56	$3,382,773.59	
Totals		$2,403,132.98	$6,116,892.32	$11,581,611.51	$2,763,413.13	$22,865,049.95	
		Source:	District Engineer’s report, July 2022.and Methodology Consultant		
							
14	

In order to implement the District’s CIP, it is in the District's best interest to obtain certain parcels of real property and non-financed elements of the CIP. The cost of acquiring such property is incorporated and documented in the Supplemental Engineer's Report of project costs. The owner of the necessary real property and non-financed real property agrees to transfer title for such property to the District in return for a reduction or corresponding credit to special assessments to be levied upon the benefiting business park parcel retained by the landowner/Developers.

The value of the non-District financed CIP assets needing to be transferred to the District is $3,382,773.59 as shown in Table 11’s business park parcel’s total CIP allocation column. Therefore, that amount would become a credit to the project cost to extinguish anticipated liens for the business park parcel.

5.0	CALCULATION OF POST REAL PROPERTY CONTRIBUTION ASSESSMENTS
The prior calculations determined the non-District financed real property contributions required to extinguish anticipated liens for the business park parcel. Next, the calculation of the par debt and annual assessment per unit needs to be calculated on the assessable properties in the District. To determine those par debt and assessment amounts, the Methodology Consultant utilized the same CIP allocations and benefit calculations that are previously shown in Tables 7 through 10. The CIP totals by benefit shown in Table 5 need to be shown as financed and is shown in Table 12 below.

TABLE 12.	Total Pre and Post Financed CIP by Benefit

CIP CATEGORY	TOTALS	ROADWAYS	WATER MGMT.	ALL OTHER CIP	EQUAL BENEFIT	
Pre-Financed CIP from Table 5	$22,865,049.95	$2,120,850.00	$5,398,374.20	$10,221,182.50	$2,438,810.00	
Financed CIP Total from Table 3	$33,785,000.00	$3,550,827.48	$9,038,213.68	$17,112,787.67	$4,083,171.17	
Source:  District Engineer’s report, June 2022.and Methodology Consultant

The financed CIP is next allocated by benefit and product type. The allocation methodology detail is shown in previous Tables 7 through 10. Those allocations by product type and benefit establish the maximum par debt per unit as shown in Table 13 on the next page.

Product Type	
Units/Sq.Ft.	Roadway
Allocation	Water Mgmt.
Allocation	Other CIP
Allocation	Equal Benefit
Allocation	Total Par Debt
Allocation	Par Debt Per
Unit/Sq. Ft.	
Twin Villas	184	$1,093,492.09	$1,676,809.10	$5,516,983.99	$1,634,452.85	$9,921,738.03	$53,922.49	
52' Lots	108	$641,832.31	$2,312,902.98	$3,932,136.10	$959,352.76	$7,846,224.16	$72,650.22	
59' lots	76	$451,659.78	$2,008,525.68	$3,255,363.22	$675,100.09	$6,390,648.77	$84,087.48	
77' Lots	45	$267,430.13	$1,551,504.07	$2,409,397.12	$399,730.32	$4,628,061.64	$102,845.81	
Business Park	140,000	$1,096,413.17	$1,488,471.84	$1,998,907.24	$414,535.14	$4,998,327.40	$35.70	
Totals		$2,454,414.31	$9,038,213.68	$17,112,787.67	$4,083,171.17	$33,785,000.00		
Source:  District Engineer’s report, July 2022, MBS Capital Markets LLC .and Methodology Consultant

Finally, the Maximum Annual Debt Service (“MADS”) as shown in Table 3 ($2,697,100.00) is allocated by benefit and product type to determine the maximum annual assessment by product type. Again, the allocation methodology detail is shown in previous Tables 7 through 10. Those allocations by product type and benefit establish the maximum par debt per unit as shown in Table 14 below.

TABLE 14.	Maximum Annual Debt Service by Unit

Product Type	
Units/Sq.Ft.	Roadway
Allocation	Water Mgmt.
Allocation	Other CIP
Allocation	Equal Benefit
Allocation	
Total MADS	MADS per
Unit/Sq. Ft.	Gross MADS per
Unit/Sq. Ft.*	
Twin Villas	184	$87,294.88	$133,861.83	$440,427.93	$130,480.47	$792,065.11	$4,304.70	$4,653.73	
52' Lots	108	$51,238.30	$184,642.02	$313,907.48	$76,586.36	$626,374.17	$5,799.76	$6,270.01	
59' lots	76	$36,056.58	$160,343.19	$259,879.83	$53,894.11	$510,173.71	$6,712.81	$7,257.09	
77' Lots	45	$21,349.29	$123,858.57	$192,345.27	$31,910.99	$369,464.11	$8,210.31	$8,876.01	
Business Park	140,000	$87,528.07	$118,826.62	$159,575.34	$33,092.87	$399,022.90	$2.85	$3.08	
Totals		$195,939.05	$721,532.22	$1,366,135.85	$325,964.81	$2,697,100.00			
* - MADS grossed up 7.5% to account for collection costs and early payment discount.
Source:  District Engineer’s report, July 2022, MBS Capital Markets LLC .and Methodology Consultant

The par debt and assessments represent the special and peculiar benefit each property receives as a logical connection from the systems and services constituting maintenance and operations of the District’s capital improvements. The par debt and assessments are also fairly and reasonably apportioned in relation to the benefit received by the various properties being assessed and they are measured with mathematical certainty by using professionally acceptable measuring guidelines

SPECIAL AND PECULIAR BENEFIT TO THE PROPERTY

Improvements undertaken by the District create both special benefits and general benefits. However, the general benefits to the public at large are incidental in nature and are readily distinguishable from the special and peculiar benefits which flow as a logical connection from the systems, facilities and services to property within the District in order to develop such property and use it for residential and other purposes. Absent the construction or provision of the District’s CIP, there would be no infrastructure to support development of land within the District and such development would be prohibited by law.

While the general public and property owners outside the District will benefit from the provision of District infrastructure, these benefits are incidental to the benefits derived from property within the District’s CIP which is dependent upon the District’s Improvement Program to develop the property within such boundaries. This fact alone clearly distinguishes the special and peculiar benefits which District properties receive compared to those properties lying outside of the District’s boundaries and establishes that the CIP has a nexus to the value and the use and enjoyment of the lands within the District.

REASONABLE AND FAIR APPORTIONMENT OF THE DUTY TO PAY

The special and peculiar benefits from the component systems and facilities of the District’s CIP have been determined and apportioned to the undeveloped land on an equal acre basis. As land is platted, the benefits will be apportioned to each developable unit as provided in this Master Methodology and any supplemental methodology reports.

The duty to pay the non-ad valorem special assessments during the initial period as set forth above is fairly and reasonably apportioned because the special and peculiar benefits to the property flowing from the acquisition and/or construction of the District’s CIP (and the concomitant responsibility for the payment of the resultant and allocated debt) have been apportioned to the property according to the reasonable estimates of the special and peculiar benefits including enhanced enjoyment and increased use, which may result in such positive consequences as increased value and marketability and decreased insurance premiums and conferred on the land as provided by the District’s CIP for the reasons set forth above.

Accordingly, no acre of property within the District will be assessed for the payment of any non-ad valorem special assessment pursuant to this Master Methodology in an amount greater than the determined special benefit peculiar to that property and having a nexus to the value of the property or the use and enjoyment thereof.

If unplatted land is sold with entitlements, then the corresponding debt related to those entitlements is allocated to such land accordingly.
Note that while a Project amenity is contemplated and would constitute assessable property located within the District boundaries, it will not be assessed as it is a common element utilized exclusively for the benefit of the lot owners within the Development in accordance with Section 193.0235, F.S.

TRUE-UP MECHANISM – MASTER INFRASTRUCTURE

Until such time as bonds are issued, the lien of the Assessments imposed pursuant to this Master Methodology are inchoate (“Inchoate Assessments”), meaning that the lien of the Assessments cannot exceed the amount established hereby but that such lien will not be activated until bonds are issued and assessments levied pursuant to a supplemental assessment report. In essence, the Inchoate Assessment represents an upper limit on the Assessments. As bonds are issued and all, or a portion of, the Assessment becomes a liability for the repayment of a proportionate portion of the bonded debt, the Assessments are collectible to the extent set forth in the supplemental assessment methodology issued in correspondence to such bonds (“Funded Assessments”).

In order to assure that the Funded Assessment per acre for the benefits from the CIP will not be disproportionately apportioned to any acre, each supplemental methodology shall apply a “true up” test, upon platting of residential units to ensure that, due to the level of development on any one parcel of land, the Assessments on any other parcel of land do not exceed the special and peculiar benefit which can be apportioned to such parcel in accordance with this Master Methodology and the applicable supplemental assessment methodology

COVENANT TO PAY
All assessments levied run with the land. The owner of record at the time the annual assessment roll is developed will have the responsibility to make the annual debt service assessment payments.

ASSESSMENT ROLL

The following Appendix I shows the preliminary master allocated assessments on a per acre basis for the CIP. The acreage shown represents 100% of the gross developable acreage within the District. Excluding any capitalized interest period, debt service payments shall be paid in thirty (30) annual installments.

Initial Per Acre Assessment Roll

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT	
Summary of Parcels, FOLIO's, Ownership and Areas	
PARCEL No.	FOLIO NUMBER	OWNER	Area In CDD (Ac.+/-)	Total Par Debt Debt Allocation Per Acre	
1	48586001022	Hacienda Lakes of Naples LLC	197.82 *	$33,785,000.00	$170,785.71	

* - Legal description of such 197.82 acres is attached as Appendix 2.

Hacienda North Community Development District Legal Description

EXHIBIT 4

Naples ilaily News
PART OFTHE USA TODAY NETWORK
Published uaily Naples, FL 34110

HACIENDA NORTH COMM DEV DIST 707 ORCHID DR #100
NAPLES, FL 34102 ATTN

Affidavit of Publication STATE OF WISCONSIN COUNTY OF BROWN

Before the undersigned they serve as the authority, personally appeared who on oath says that they serve as legal clerk of the Naples Daily News, a daily newspaper published at Naples, in Collier County, Florida; distributed in Collier and Lee counties of Florida; that the attached copy of the advertising was published in said newspaper on dates listed. Affiant further says that the said Naples Daily News is a newspaper published at Naples, in said Collier County, Florida, and that the said newspaper has heretofore been continuously published in said Collier County, Florida; distributed in Collier and Lee counties of Florida, each day and has been entered as second class mail matter at the post office in Naples, in said Collier County, Florida , for a period of one year next preceding the first publication of the attached copy of advertisement and affiant further says that he has neither paid nor promised any person, or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper.

8/22/2022; 8/29/2022

Subscribed and sworn to before on August 29th, 2022

NANCY HEYRMAN

7

State of w·tsconsin

Notary Public

AD NO: GCI0930037

f-'Ul:lllt.:A I IUN t.:US I: $4,838.40 CUSTOMER NO: 782229
PO#: PUBLIC NOTICE
AD SIZE: DISPLAY AD W MAP

NAPLESNEWS.COM I MONDAY, AUGUST 29, 2022 I 90

Toadvertise,vlsit:
classifieds.naplesnews.com
I dus/HedsPhone.239.263 ..UOO
I Clnsiheds Email· claulfle.d@naplHne.ws.com
I Public Notice�/Legals Ernail, legalsf!lnaplune.ws.com
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Ra11ed AK(, Best Hulthl Since 19961423-902-1835.
Visitnoahslittleark.com
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A NEW ENGLAND Collector want�tobuyalltype$OI
tin�:t���::��!fi°l:lou
2nd opinion. you may be p1easantlysurposed.
802-236-5669

ANTIQUES & ART WANTED
Courteous Palm Beach Buyer seeks: Quahty
paintings, sculpture, glass, porceh11n, ,ilver, w�tches, jewelry, Tiffany, Cartier, modem art, Picasso, Wa,hol, old masters, Chinue
antiqucs,jadc, bronze, etc.(561)801-0222

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Hodges Naples Memorial Garden.. 2 Ntches side by side fe<uemation,F-10& 11.
Hope Ch:,pel Tranquility North, leftside.S6800for bolh.Shelleylongo
239-339-3909

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Find}OOJ'llf!.\1carhell'!

CIALIS 60 MG, (GENERIC)
S3.50apill. Didi'sllealth Watch.(239)-450-649S

SELL IT BUYIT FIND IT
Place your classified ad today.

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advertisingforreale1t1te which 1slnvlolationofthe law. Ourre11der,arehereby lnformedtha1alldwelhngs 11dvenisedinthis newsp.Jper are 11vailable on an equal opportunity b11s1s.

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NOTICE OF PUBLIC HEARIHOS TO CONSIDER TlU:IMPOSITION OF Sf'ECIAL ASSESSMENT'S PURSUANT TO SECTIONS 170.0'7 AND 191.363:1. FLORIOA STATITTES, 8Y HACSENOA NORTH COMMUHrTY DEVELOPMENT OISTIUCT
NOTICE OF PUBLIC HEAP.ING TO CONSIDER ADOPTION OF ASSESSMENT ROllPUASUAHT TO SECTION 191.36l2(4)(b).
FLORIDA STATUTE$, By HACIENOA NORTH COMMUNITY DEVELOPMEffT otSTRICT
NOTICE OF REGULAR BOARD OF SUPERVISORS MEETINO OF HACIENDA NORTH COMMUNITY DEV-ELOPMEffT DISTRICT
ll'\acc:onSat,otwrthChiptfflll70.190and197,FlorldtiSWv!1S-,th18oardolSupery,sorsrlloatd·to1Hac,.	;bNonhCommun�v
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NOTICE Of PUIU.IC HEARINCl.'i & MFF.TING

A RESOLUTIOH OF THE BOARD OF SUPERVISORS OF HACIENDA HORTll COMMUNITY OEVHOPMENT DISTRICT OECVJUNG SPECIAL ASSESSMENT'S.

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COST OF THE IMPROVEMENTS TO BE DEFRAYED IN WHOLE OR IN PAAT BY THE SPECIAL ASSESSMENTS: PAOVIDIHO THE MAI-INER IN WHICH SUCH SPECIAL ASSESSMENTS SHALL OE MADE, PflOVIOINO WHEN SUCH SPECIAL ASSESSMENTS SHALL BE MADE: DESIGNATING LANDS UPON WHICH TllE SPECIAL ASSESSMENTS SHALL BE LEVIED,•PflOVIDINO FOR AN ASSESSMEffT
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'	OEVELOPMEffTOISTRICTTHAT
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IIACIENOA NORTH COMMUNITY DEVELOPMENT DISTRICT

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EXHIBIT 5

STATE OF FLORIDA	)
)
COUNTY OF Collier	)

AFFIDAVIT OF MAILING

BEFORE ME, the undersigned authority, this day personally appeared G. Russell Weyer, who by me first being duly sworn and deposed says:

I, G. Russell Weyer, for Real Estate Econometrics, Inc., the District Manager of the Hacienda North Community Development District, do hereby certify that on August 17, 2022, I caused a letter to be mailed to property owners in the Hacienda North Community Development District notifying them that a Public Hearing and a meeting of the Board of Directors would be held at 9:00 a.m. on September 19, 2022 at the Offices of Coleman Yovanovich & Koester, P.A., Northern Trust Bank Building, 4001 Tamiami Trail N., Suite 300, Naples, FL 34103. I further certify that the letter is attached.
FURTHER AFFIANT SAYETH NOT.

Executed this J.E4/.ay of August, 2022.
G. Russell
SWORN TO and SUBSCRIBED before me by the Affiant, o August, 2022.

!•:''JirJ-!"J·,�"l:•i

1i<	�..

Y,OELNOLASCO

\l·6'.�� EXPIRES: DeClember 25,2025

MY COMMISSION# HH201472

··•':f.P,f.rf,:?,!•·· Bonded1bruNota,yPublic�

Name

or

Personally Known 	 _
Type of identification produced	f& D l--.

ublic State of Florida
YoelNolasco

Hacienda North Community Development District

707 Orchid Drive, Suite 100
Naples, Florida 34102
Ph: (239) 269-1341
Via First Class U.S. Mail and Email

August 17, 2022

Hacienda Lakes of Naples LLC c/o Mr. David Torres
7742 Alico Rd.
Ft. Myers, FL 33912

RE:	Hacienda North Community Development District ("District") Notice of Hearings on Debt Assessments
See attached legal Description

Dear Property Owner:

In accordance with Chapters 170,190 and 197, Florida Statutes, the District's Board of Supervisors
("Board"} hereby provides notice ofthe following public hearings, and public meeting:

NOTICE OF PUBLIC HEARINGS & MEETING

DATE: TIME: LOCATION:

Monday, September 19, 2022 9:00a.m.
Office of Coleman, Yovanovich & Koester P.A., Northern Trust Bank Building
4001Tamiami Trail N., Suite 300
Naples, Florida 34103

The purpose of the public hearings announced above is to consider the imposition of special assessments tDebt Assessments"} and adoption of assessment rolls to secure proposed bonds on benefited lands within the District ("Assessment Area"}, and, to provide for the levy, collection and enforcement of the Debt Assessments. The proposed bonds secured by the Debt Assessments are intended to finance certain public infrastructure improvements including, but not limited to, earthwork, stormwater management facilities and drainage systems, on-site roadways, off-site roadways, sanitary sewer systems, potable water systems, perimeter walls, perimeter landscaping, professional and permit fees and other infrastructure improvements (collectively, "Project"}, benefitting certain lands within the District. The Project is described in more detail in the Hacienda North Community Development District Master Engineer's Report prepared by Atwell, Inc. and dated July, 2022 ("Engineer's Report"}.

The Debt Assessments are proposed to be levied as one or more assessment liens and allocated to the benefitted lands within the District, as set forth in the Hacienda North Community Development District Master Special Assessment Methodology Report prepared by Real Estate Econometrics, Inc. and dated July 13, 2022 ("Assessment Report"). Copies of the Engineer's Report and the Assessment Report are enclosed with this Notice. At the conclusion of the public hearings, the Board will, by resolution, levy and impose the Debt Assessments as finally approved by the Board. A regular meeting of the District will also be held where the Board may consider any other business that may properly come before it.

The District is located entirely within unincorporated Collier County, Florida, and encompasses approximately 197.821 acres. The District is located on the east side of Collier Boulevard, approximately a mile north of Rattlesnake Hammock Road in Collier County, Florida. All lands within the Assessment Area are expected to be improved in accordance with the reports identified above. A geographic description of the property to be assessed and the amount to be assessed to each piece or parcel of property may be ascertained at the "District Office" located at c/o Real Estate Econometrics, Inc., 707 Orchid Drive, Suite 100, Naples, FL 34102, 239-269-1341. Also, a copy of the agendas and other documents referenced herein may be obtained from the District Office.

The public hearings and meeting are open to the public and will be conducted in accordance with Florida law. The public hearings and meeting may be continued to a date, time, and place to be specified on the record. There may be occasions when staff or board members may participate by speaker telephone. Any person requiring special accommodations because of a disability or physical impairment should contact the District Office at least forty-eight (48) hours prior to the meeting. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY)/ 1- 800-955-8770 (Voice), for aid in contacting the District Office.

Please note that all affected property owners have the right to appear and comment at the public hearings and meeting, and may also file written objections with the District Office within twenty (20) days of issuance of this notice. Each person who decides to appeal any decision made by the Board with respect to any matter considered at the public hearings or meeting is advised that 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 is to be based.

If you have any questions, please do not hesitate to contact the District Office.

Sincerely,

G. Russell Weyer District Manager
Enclosures as stated

Summary of Proposed Debt Assessments

Proposed Debt Assessments and Total Revenue/Unit of Measurement. The District intends to collect total revenue not in excess of $33,785,000.00 (not including interest, costs of collection and enforcement and any applicable gross up for early payment discount). The method of allocating Debt Assessments for the Project to be funded by the District will initially allocated on an equal assessment per gross acre basis ($170,785.71 per acre net of markup for collection costs and early payment discount), and then will be assigned on a first-platted, first-assigned basis on individual properties by a total of trip generation, water management flow, equivalent assessment unit and equal assessment unit calculations as set forth in the Assessment Report. The proposed Debt Assessments are as follows:

		Total Par Debt	Par Debt Per	MADS per	Gross MADS per		
	Product Type	Units/Sq.Ft.	Allocation	Unit/Sq. Ft.	Total MADS	Unit/Sq. Ft.	Unit/Sq. Ft.*		
	Twin Villas	184	$9,921,743.46	$53,922.52	$792,065.54	$4,304.70	$4,653.73		
	52' Lots	108	$7,846,222.97	$72,650.21	$626,374.07	$5,799.76	$6,270.01		
	59' lots	76	$6,390,647.11	$84,087.46	$510,173.58	$6,712.81	$7,257.09		
	77' Lots	45	$4,628,059.90	$102,845.78	$369,463.97	$8,210.31	$8,876.01		
	Business Park	140,000	$4,998,326.56	$35.70	$399,022.84	$2.85	$3.08		
	Totals	$33,785,000.00	$2,697,100.00				
Note: MADS= Maximum Annual Debt Service.
*MADS grossed up 7.5% to account for collection costs and early payment Discount.

Schedule of Debt Assessments. For each bond issuance, the Debt Assessments are expected to be collected over a period of no more than 30 years subsequent to the issuance of debt to finance the improvements and subsequent to any period during which interest on bonds might be capitalized.

Collection. The Debt Assessments constitute a lien against benefitted property located within the District just as do each year's property taxes. For the Debt Assessments, the District may elect to have the County Tax Collector collect the assessments, or alternatively may collect the assessments by sending out an annual bill. For delinquent assessments that were initially directly billed by the District, the District may initiate a foreclosure action or may place the delinquent assessments on the next year's county tax bill. ITIS IMPORTANT TO PAY YOUR ASSESSMENT BECAUSE FAILURE TO PAY WILL CAUSE A TAX CERTIFICATE TO BE ISSUED AGAINST THE PROPERTY WHICH MAY RESULT IN LOSS OF TITLE, OR FOR DIRECT BILLED ASSESSMENTS, MAY RESULT IN A FORECLOSURE ACTION, WHICH ALSO MAY RESULT IN A LOSS OF
TITLE. The District's decision to collect assessments on the tax roll or by direct billing does not preclude the District from later electing to collect those or other assessments in a different manner at a future time.

PROPERTY LEGAL DESCRIPTION

BEING A PORTION OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, ALSO BEING ALL OF TRACT FD-1, HACIENDA LAKES OF NAPLES - PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, TOGETHER WITH PORTIONS OF SECTIONS 13, 14 AND 23, TOWNSHIP 50 SOUTH, RANGE 26 EAST, COLLIER COUNTY, FLORIDA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCE AT THE NORTHWEST CORNER OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: SOUTH 00°50'2711 WEST, 344.07 FEET; COURSE NO. 2: SOUTH 00°49'30" WEST, 255.61 FEET TO THE POINT OF BEGINNING OF THE PARCEL OF LAND HEREIN DESCRIBED; THENCE SOUTH 89°10'1511 EAST, A DISTANCE OF 563.89 FEET TO A POINT OF CURVATURE; THENCE EASTERLY, 182.19 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAYING A RADITJS OF 530.00 FEET, THROUGH A CENTRAL ANGLE OF 19°41'4311 AND BEING SUBTENDED BY ACHORD THAT BEARS SOUTH79°19'24" EAST, 181.29 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 23.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAYING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 38°15'49" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 88°36'27" EAST, 22.94 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 95.07 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAYING A RADlUS OF 110.00 FEET, THROUGH A CENTRAL ANGLE OF 49°31'1411 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 82°58'44" EAST, 92.14 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 212.96 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHWESTERLY, HAYING A RADIDS OF 570.00 FEET, THROUGH A CENTRAL ANGLE OF 21°24'22" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 47°30'56" EAST, 211.72 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHERLY, 91.60 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE WESTERLY, HAYING A RADlUS OF 110.00 FEET, THROUGH A CENTRAL ANGLE OF 47°42'5011 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 12°57'2011 EAST, 88.98 FEET TO A POINT OF REVERSE CURVATURE; THENCE SOUTHERLY, 29.49 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCA VE EASTERLY, HAYING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 48°16'5511 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 13°14'22" EAST, 28.63 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 198.92 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAYING A RADIDS OF 220.00 FEET, THROUGH A CENTRAL ANGLE OF 51°48'25" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 63°17'02" EAST, 192.22 FEET; THENCE SOUTH 89°11'15" EAST, A DISTANCE OF 17.82 FEET TO A POINT OF THE EASTERLY BOUNDARY OF A 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 673, PAGE 1843 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE NORTH 00°48'45" EAST, ALONG THE EASTERLY BOUNDARY OF SAID FLORIDA POWER AND LIGHT EASEMENT, CONTINUING ALONG THE EASTERLY BOUNDARY OF AN EXISTING 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 668, PAGE 1751 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA, A DISTANCE OF 708.91 FEET TO A POINT ON THE BOUNDARY OF SAID TRACT FD-2; THENCE RUN THE FOLLOWING FIFTEEN (15) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 87°25'45" EAST, 2,004.48 FEET; COURSE NO. 2: SOUTH 00°47'3711
WEST, 671.11 FEET; COURSE NO. 3: NORTH 87°27'14" EAST, 668.22 FEET; COURSE NO. 4: SOUTH
00°47'14" WEST, 671.39 FEET; COURSE NO. 5: NORTH 87°28'4211 EAST, 1,336.55 FEET; COURSE (6) NORTH
87°30'06" EAST, 504.61 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 7: SOUTHERLY, 166.87 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCA VE EASTERLY, HAYING A RADIUS OF 9,860.00 FEET, THROUGH A CENTRAL ANGLE OF 00°58'11" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 16°32'15" WEST, 166.87 FEET; COURSE NO. 8: SOUTH 16°03'09" WEST,

370.15 FEETTOAPOINTOFCURVATURE; COURSE NO. 9: SOUTHWESTERLY, 788.77FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE NORTHWESTERLY, HAYING A RADIUS OF 1,580.00 FEET, THROUGH A CENTRAL ANGLE OF 28°36'1 l II AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 30°21'1511 WEST, 780.60 FEET; COURSE NO. 10: SOUTH 44°39'20" WEST, 705.32 FEET; COURSE NO. ll;_ NORTH 45°20'40" WEST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 12: SOUTHWESTERLY, 146.11 FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAYING A RADIUS OF 2,390.00 FEET, THROUGH A CENTRAL ANGLE OF 03°30'1011 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 42°54'1511 WEST, 146.09 FEET; COURSE NO. 13: SOUTH 48°50'4911 EAST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. H;_ SOUTHERLY, 1,669.72 FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE EASTERLY, HAYING A RADIUS OF 2,370.00 FEET, THROUGH A CENTRAL ANGLE OF 40°21'5911 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 20°58'1 l II WEST, 1,635.40 FEET; COURSE NO. 15: SOUTH 00°47'0711 WEST, 127.52 FEET TO THE SOUTHEASTERLY CORNER OF SAID TRACT FD-2; THENCE SOUTH 87°37'3l II WEST, ALONG THE SOUTHERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF
20.03 FEET TO A POINT ON THE BOUNDARY OF TRACT FD-1, HACIENDA LAKES OF NAPLES - PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING FIVE (5) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-1; COURSE NO. 1: SOUTH 00°47'12" WEST,
820.13 FEET; COURSE NO. 2: NORTH 89°12'48" WEST, 120.00 FEET; COURSE NO. 3: NORTH 00°47'1211
EAST, 163.01 FEET; COURSE NO. 4: SOUTH 87°37'3 l II WEST, 20.03 FEET; COURSE NO. 5: NORTH 00°47'1411 EAST, 650.49 FEET TO THE NORTHWEST CORNER OF SAID TRACT FD-I, ALSO BEING THE SOUTHWESTERLY CORNER OF TRACT FD-2 OF AFORESAID HACIENDA LAKES OF NAPLES PLAT; THENCE RUN THE FOLLOWING ELEVEN (11) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-
2 OF LAST SAID PLAT; COURSE NO. I: NORTH 00°47'1411 EAST, 136.36 FEET TO A POINT OF CURVATURE; COURSE NO. 2: NORTHERLY, 1,302.67 FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE EASTERLY, HAYING A RADIUS OF 2,530.00 FEET, THROUGH A CENTRAL ANGLE OF 29°30'04" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 15°32'1311 EAST, 1,288.33 FEET; COURSE NO. 3: NORTH 87°33'0611 EAST, 5.70 FEET; COURSE NO. 4: NORTH 00°47'0311 EAST, 671.53 FEET;
COURSE NO. 5: SOUTH 87°31'3811 WEST, 334.19 FEET; COURSE NO. 6: SOUTH 89°44'2311 WEST, 134.31
FEET; COURSE NO. 7: NORTH 04°44'3511 WEST, 0.82 FEET; COURSE NO. 8: SOUTH 87°31'38" WEST, 105.71 FEET TO A POINT OF CURVATURE; COURSE NO. 9: WESTERLY, 181.37 FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE SOUTHERLY, HAYING A RADIUS OF 940.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'1811 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 181.09 FEET TO A POINT OF REVERSE CURVATURE; COURSE NO. 10: WESTERLY, 192.95 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 1,000.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'5911 WEST, 192.65 FEET; COURSE NO. 11: SOUTH 87°31'3811 WEST, 598.35 FEET TOA POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AS "AMENDED AND RESTATED NOTICE OF ESTABLISHMENT OF HACIENDA LAKES COMMUNITY DEVELOPMENT DISTRICT (NOTICE OF AMENDED BOUNDARIES)" AND RECORDED IN OFFICIAL RECORDS BOOK 5500, PAGE 3229 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING SIX (6) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 04°34'13" WEST,
60.04 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 2: NORTHWESTERLY, 56.98 FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE NORTHEASTERLY, HAYING A RADIUS OF
35.00 FEET, THROUGH A CENTRAL ANGLE OF 93°16'3311 AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 45°50'0511 WEST, 50.89 FEET; COURSE NO. 3: NORTH 89°11'49" WEST, 80.00 FEET; COURSE NO. 4: SOUTH 00°48'1111 WEST, 8.59 FEET TO A POINT OF CURVATURE; COURSE NO. 5: SOUTHWESTERLY, 52.98 FEET ALONG THE ARC OF A CJRCULAR CURVE, CONCAVE NORTHWESTERLY, HAYING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 86°43'2711 AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 44°09'55" WEST, 48.06 FEET; COURSE NO. 6: SOUTH 87°31'3811 WEST, 17.03 FEET TO A POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AND RECORDED IN OFFICIAL RECORDS BOOK 5456, PAGE 1683 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 00°48'1111 EAST, 200.33 FEET; COURSE NO. 2: SOUTH 87°31'3811 WEST, 289.47 FEET TO A POINT ON THE BOUNDARY OF AFORESAID TRACT FD-2; THENCE RUN THE FOLLOWING FOUR (4) COURSES ALONG THE BOUNDARY OF SAID

TRACT FD-2; COURSE NO. 1: NORTH 00°48'1l" EAST, 1,111.00 FEET; COURSE NO. 2: SOUTH 87°28'42" WEST, 1,002.41 FEET; COURSE NO. 3: NORTH 00°48'45" EAST, 335.13 FEET; COURSE NO. 4: SOUTH 87°27'58" WEST, 857.11 FEET; THENCENORTH02°31'19" WEST,A DISTANCE OF 104.67FEETTOAPOINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 190.42 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAVING A RADIUS OF 105.00 FEET, THROUGH A CENTRAL ANGLE OF 103°54'28" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 51°57'14" EAST, 165.38 FEET; THENCE NORTH 02°31'19" WEST, A DISTANCE OF 234.55 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 110.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAYING A RADIUS OF 95.00 FEET, THROUGH A CENTRAL ANGLE OF 66°46'3 I" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 34°13'00" EAST, 104.56 FEET; THENCE NORTH 00°49'45" EAST, A DISTANCE OF 37.03 FEET; THENCE NORTH 89°10'15" WEST, A DISTANCE OF 545.06 FEET TO A POINT ON THE WESTERLY BOUNDARY OF SAID TRACT FD-2; THENCE NORTH 00°49'30" EAST, ALONG THE WESTERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF 160.00 FEET TO THE POINT OF BEGINNING.
CONTAfNING 8,617,083 SQUARE FEET OR 197.821 ACRES, MORE OR LESS.

EXHIBIT C
HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT MASTER ENGINEER'S REPORT

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

Master Engineer's Report
July 2022

Prepared for:

Hacienda North CDD 707 Orchid Drive, Suite 100
Naples, FL 34102

Prepared by:

Atwell, LLC
28100 Bonita Grande Drive, Suite 305 Bonita Springs, FL 34135

TABLE OF CONTENTS
Introduction	4
Purpose and Scope	5
Capital Improvement Plan	6
Permits and Approvals	6
Land Use	7
Roadways	7
Stormwater Management	8
Environmental Conservation/Mitigation	9
Wastewater Collection	9
Water Distribution System	10
Landscaping & Walls	10
Recreational Facilities	11
Professional Fees	11
Ownership and Maintenance	11
Project Costs	12
Summary and Conclusion	13

TABLES
Table 1: Master Lot Matrix	4
Table 2: CIP Status and Completion Time Line	6
Table 3: Land Use Summary for the District	7
Table 4: Ownership and Maintenance Responsibilities	11
Table 5: Cost Estimates	12

EXHIBITS
Exhibit 1- Location Map Exhibit 2A - Sketch
Exhibit 2B- Legal Description Exhibit 4 - Existing Land Use Map Exhibit 5 - Future Land Use Map Exhibit 6 - Master Site Plan Exhibit 6A- Stormwater Plan Exhibit 6B- Wastewater Plan Exhibit 6C - Potable Water Plan Exhibit 7 - Existing Utilities

INTRODUCTION
Hacienda North Community Development District (the "District") is a special purpose unit of local government that was established pursuant to Chapter 190, Florida Statutes. The District encompasses approximately 197.821 acres of land and is generally located on the east side of Collier Boulevard (C.R. 951), south of the existing Willow Run RPUD in unincorporated Collier County, Florida. The project lies within Sections 13, 14, and 23, Township 50 South, Range 26
East. Please refer to Exhibit 1 - Location Map.

The District is part of a master planned community development (the "Master Development") consisting of approximately 197.821 +/- acres located within the existing Hacienda Lakes DRI/MPUD in Collier County. The Master Development is located within the area zoned by Collier County as Planned Unit Development (PUD), pursuant to Ordinance No. 11-41. Please refer to Exhibit 6 for the master site plan.

The District represents the entire development area within the Master Development and will consist of approximately 197.821 acres planned for4l3 single and multi-family dwelling units and 140,000 square feet of commercial uses to be developed as "Hacienda North". The legal
description for the District's boundary is provided as Exhibit 2B - Legal Description in the appendices of the report. The matrix shown in Table 1 below represents the anticipated product mix for the lands within the District. Please note that this table may be revised as development commences and the final site plan is further refined by the Developer (hereafter defined).

Table 1: Master Lot Matrix

I	HACIENDA NORTH (TOLL BROTHERS)	I	
I	PRODUCT TYPE I	UNIT COUNTI	PERCENT OF TOTAL	I	
52' LOTS	108	26.15%	
59' LOTS	76	18.40%	
77' LOTS	45	10.90%	
TWfN VILLAS	184	44.55%	
I	TOTAL	I	413	I	100%	I	

	BUSINESS PARK		I	
PRODUCT TYPE	SQUARE
FOOTAGE	PERCENT OF
TOTAL	
COMMERCIAL	I	140,000	I	100%	I	
TOTAL	I	140,000	I	100%	I	

I

I I
PURPOSE AND SCOPE
The District was established for the purpose of financing, acquiring, constructing, maintaining, and operating all or a portion of the public infrastructure necessary for the community development within the District. The purpose of this report is to outline the scope of the District's "Capital Improvement Plan" (''CIP") and provide a description of the public infrastructure improvements necessary for future development activities including those to be financed and/or acquired by the District.

The District will finance, acquire and/or construct, operate, and maintain a portion of the public infrastructure improvements that are needed to serve Hacienda North and allocate the costs for the infrastructure improvements. A portion of these public infrastructure improvements will be completed by Toll FL XIII Limited Partnership (the "Developer"), the primary developer of lands within the District, and will be acquired by the District with proceeds of bonds issued by the District. The Developer will finance and construct the balance of the infrastructure improvements needed for the development that is not financed by the District. The proposed infrastructure improvements, as outlined herein, are necessary for the functional development of the District as required by Collier County, Florida, and the South Florida Water Management District ("SFWMD").

The CIP described in this report reflects the District's present intentions. The implementation and completion of the CIP outlined in this report requires final approval by the District's Board of Supervisors, including the approval for the purchase of improvements. Cost estimates contained in this report have been prepared based on the best available information, including bid documents and pay requests where available. These estimates may not reflect final engineering design or complete environmental permitting. Actual costs will vary based upon final plans, design, planning, approvals from regulatory authorities, inflation, etc. Nevertheless, all costs contained

herein, may be reasonably expected to adequately fund the improvements described, and contingency costs as included are reasonable.

CAPITAL IMPROVEMENT PLAN
The CIP includes completed and planned public infrastructure improvements and related interests in land and only those portions of the CIP that are eligible to be funded on a tax-exempt basis will be financed by the District. Such improvements will provide special benefit to all assessable land within the District. In particular, the CIP includes: (i) improvements within the District such as the stormwater management system, wastewater system, water distribution system, and environmental mitigation (ii) certain off-site improvements, and (iii) soft costs such as professional fees and permitting costs.

The estimated total cost of the CIP for Hacienda North is $22,865,019.95. Refer to Table 5 of this report for a summary of the costs by infrastructure category for the completed and planned CIP expenditures.

The CIP status, along with anticipated completion timeline is presented in Table 2 below.

Table 2: CIP Status and Completion Time Line

Construction Phasing	Estimated Completion Date	
Hacienda North Parcel	July 2026 (estimated)	
Hacienda Lakes Parkway	July 2026 (estimated)	
Hacienda Lakes Boulevard	July 2026 (estimated)	
Business Park Parcel	July 2028 (estimated)	

PERMITS AND APPROVALS
This project is compliant with the current zoning per Ordinance No. 11-41. Compliance with the conditions of the zoning approval and permitting requirements is currently being accomplished. It is our opinion that the CIP is feasible, there are no technical reasons existing at this time that would prohibit the implementation of the CIP as presented herein and that permits normally obtained by site development engineers not heretofore issued and which are necessary to affect the improvements described herein will be obtained during the ordinary course of development.

LAND USE
As stated, the District includes approximately 197.821 acres. Table 3 below illustrates the current land use plan in acreage for the District. Such information is subject to change.

Table 3: Land Use Summary for the District

I	TYPE OF USE	I	ACRES+/-	I	PERCENT OF TOTAL I	
Lakes	33.4	17%	
Residential Tracts	69.6	35%	
Business Park Tract	23.6	12%	
Road Rights-of-Way	37.3	19%	
Preservation/Wetland Areas	0.0	0%	
Parks and Amenities	3.5	2%	
Other (Uplands, Open Space, etc.)	30.4	15%	
I	TOTAL	I	197.8	
I	100%	
I	

ROADWAYS
All internal roads within Hacienda North are to be private and will be funded by the Developer and dedicated to the Homeowner's Association for ownership and maintenance. All roads will be designed and constructed in accordance with Collier County standards. Notwithstanding the same, the District will be provided access over the privately owned roadways for purposes of operating and maintaining the public improvements of this CIP.

There will be three (3) access points into the District, the main entry off Collier Boulevard, a secondary entry through Hacienda Lakes Parkway, and entry from Hacienda Lakes Boulevard. Collier Boulevard is currently a six-lane roadway along the western frontage of the District, Hacienda Lakes Parkway (FKA The Lords Way) is an existing two-lane roadway along the southern frontage of the District, and Hacienda Lakes Boulevard. The proposed entrance locations can be seen in final build out form on Exhibit 6 - Master Site Plan for reference.

STORMWATER MANAGEMENT
Collier County and the South Florida Water Management District (SFWMD) regulate the design criterion for the stormwater management system within the District. The District is located within the West Collier Drainage Basin. The existing site was previously undeveloped and vegetated.

The Stormwater Management Plan for the District focuses on utilizing newly constructed ponds in the uplands for stormwater treatment in conjunction with dry detention facilities throughout the site.

The primary objectives of the stormwater management system for the District are:
To provide a stormwater conveyance and storage system, which includes stormwater quality treatment.
To adequately protect development within the District from regulatory-defined rainfall events.
To maintain wetland hydroperiods.
To ensure that adverse stormwater impacts do not occur upstream or downstream as a result of the development.
To satisfactorily accommodate stormwater runoff from adjacent off-site areas that naturally drains through the District. Accommodating existing drainage conditions is a requirement of more than one regulatory agency and is an integral part of the infrastructure improvements constructed with development projects.
To preserve the function of the floodplain storage during the 25-year storm event.

The stormwater collection and outfall systems will be a combination of curb inlets, pipe culverts, control structures and open waterways. Wetland hydroperiods (normal pool and season high water elevations) will be maintained through proper design and maintenance of the outfall control structures. The stormwater collection system financed by the District does not include any roadway features (i.e., curbs, etc.).

The District will finance, own, operate and maintain the stormwater system, with the exception that the County will own, operate, and maintain the inlets and storm sewer systems within any

County rights-of-way. The District's proposed stormwater improvements within the CIP can be found on Exhibit 6A - Stormwater Plan.

NOTE: No private earthwork is included in the CIP. Accordingly, the District will not fund any costs of mass grading of lots, and lake excavation for stormwater ponds within the CIP includes only the portion from the control elevation to the depth required to meet water quality criteria set forth by the SFWMD. Moreover, the purpose of the lakes is to manage stormwater, with any use of such water for irrigation on private lots being incidental to that purpose. Further, all lakes included in the CIP will be constructed in accordance with the applicable requirements of governmental authorities with jurisdiction over lands in the District and not for the purpose of creating fill for private property. Additionally, all improvements within the District-funded stormwater management plan will be located on publicly owned land or within public easements or public rights-of-way.Finally, it is less expensive to allow the developer of the land in the District to use any excess fill generated by construction of the improvements in the stormwater system than to haul such fill off-site.

ENVIRONMENTAL CONSERVATION/MITIGATION
No onsite wetland areas are being preserved. All mitigation has been approved with SFWMD and Collier County and is being completed (not through the District) with the onsite preserve tracts within the Hacienda Lakes PUD and ERP.

WASTEWATER COLLECTION
The District falls within the Collier County utility service area, with wastewater treatment service to be provided by Collier County Public Utilities and its existing infrastructure in the area. The County has sufficient capacity to serve the District's water and wastewater needs at build out. Facilities will be designed and constructed in accordance with County and Florida Department of Environmental Protection standards. The project's wastewater needs will be served by the existing infrastructure within the Collier Boulevard (CR-951) right-of-way via an existing 12-inch force main beneath the southbound lanes. Wastewater facilities include gravity collection lines with individual services, lift stations, and force mains to connect to the existing County system. Approximately 4 miles of 8-inch gravity collection lines and approximately 1.1 miles of on-site 4,

6, and 8-inch force main, and four wastewater pump stations are to be constructed. Please refer to Exhibit 6B- Wastewater Plan Exhibit for the CIP's proposed internal sanitary sewer collections system layout.

The wastewater collection systems for all phases identified in Exhibit 6B will be constructed and/or acquired by the District and then dedicated to Collier County for ownership, operation, and maintenance. As such, they are all included within the CIP. There are no impact fee credits associated with the construction of any of these improvements.

WATER DISTRIBUTION SYSTEM
The District falls within the Collier County utility service area, with potable water service to be provided by Collier County Public Utilities and its existing infrastructure in the area. The County has sufficient capacity to serve the District's water and wastewater needs at build out. Facilities will be designed and constructed in accordance with County and Florida Department of Environmental Protection standards. The project's potable water needs will be served via the existing 36" potable water main along the east side of the Henderson Creek Canal. The water facilities include potable distribution mains along with necessary valving, fire hydrants and water services to individual units and common areas. Approximately 4 miles of 6 to 12-inch water mains will be constructed. The planned water distribution system within the CIP is shown in Exhibit 6C
-Potable Water Plan Exhibit.

The water distribution systems for all phases identified in Exhibit 6C will be constructed and/or acquired by the District and then dedicated to Collier County for ownership, operation, and maintenance. As such, they are all included within the CIP. There are no impact fee credits associated with the construction of any of these improvements.

LANDSCAPING & WALLS
Perimeter buffer landscaping and walls are planned for Hacienda North. Perimeter walls and code required landscaping will be owned and maintained by the District. Such infrastructure, to the extent that it is located in rights-of-way owned by the County, will be maintained pursuant to a right-of-way agreement to be entered into with the County. All other landscaping, hardscape, and

lighting is to be considered private and shall be funded by the Developer and maintained by the Property Owner's Association.

RECREATIONAL FACILITIES
Hacienda North will have one main recreational amenity campus for the exclusive use of Hacienda North's residents. The amenity location will provide the typical programing such as a clubhouse, pool, park, and sports courts. All amenity faciIities are considered common elements for the benefit of the community. Further, all amenity facilities will be funded by the Developer to be owned and maintained by the POA. Although the CIP benefits the recreational amenities, they are not assessed pursuant to state law, as they are a common element for the Hacienda North development.

PROFESSIONAL FEES
Professional fees include civil engineering, costs for site design, permitting, inspection and master planning, survey costs for construction staking and record drawings as well as preparation of preliminary and final plats, geotechnical cost for pre-design soil borings, under drain analysis and construction testing, and architectural cost for landscaping. Also included in this category are fees associated with environmental consultation and permitting and legal fees

OWNERSHIP AND MAINTENANCE
The ownership and maintenance responsibilities of the proposed infrastructure improvements are set forth in Table 4 below.

Any COD-financed components of the CIP maintained by a POA will be pursuant to an arrangement that is reviewed by bond counsel to the CDD.

Table 4: Ownership and Maintenance Responsibilities

FACILITY	FUNDED BY	O&M	OWNERSHIP	
Public Roads	Developer/COD	County/COD	County/COD	
Private Roads	Neighborhood Builder	Neighborhood
POA	Neighborhood
POA	
Stormwater Management	Developer/COD	CDD	COD	

Utilities	CDD	County	County	
Off-Site Road Improvements	CDD	County	County	
Perimeter Landscaping	Developer/COD	CDD	CDD	

PROJECT COSTS
The CIP's identifiable total costs associated with the public infrastructure improvements are estimated to be $22,865,019.95. The public infrastructure improvements include perimeter landscaping, sewer, water, stormwater management systems, and environmental restoration that will benefit the developable, assessable land within the District. Private infrastructure, which is not included within the CIP, includes landscaping/hardscaping, internal roadways, portions of the excavation and grading, and the amenity campus serving the Hacienda North development.

The Summary of Estimated Project costs shown below in Table 5, outlines the anticipated costs associated with the construction and acquisition of public infrastructure comprising the CIP.

Table 5: Cost Estimates

PROFESSIONAL & PERMIT FEES	$2,685,833.25	
EARTHWORK FOR STORMWATER MANAGEMENT	$2,563,675.20	
ROADWAYS	$2,120,850.00	
OFF-SITE ROAD IMPROVEMENTS	$3,918,600.00	
DRAINAGE SYSTEMS	$2,834,669.00	
SANITARY SEWER SYSTEMS	$4,326,689.50	
POTABLE WATER SYSTEMS	$1,975,893.00	
PERIMETER WALLS	$818,830.00	
PERIMETER LANDSCAPING	$1,619,980.00	
TOTAL ESTIMATED COSTS - ENTIRE PROJECT	$22,865,019.95	

The cost estimates set forth herein are estimates based on current plans and market conditions, which are subject to change. Accordingly, the 'CIP' as used herein refers to sufficient public infrastructure of the kinds described herein (i.e., stormwater/floodplain management, sanitary sewer, potable water, etc.) to support the development and sale of the planned residential units,

which (subject to true-up determinations) number and type of units may be changed with the development of Hacienda North. Stated differently, during development and implementation of the public infrastructure improvements as described for the District, it may be necessary to make modifications and/or deviations for the plans, and the District expressly reserves the right to do so.

SUMMARY AND CONCLUSION
The infrastructure, as outlined above, is necessary for the functional development of the District as required by the applicable independent unit of local government. The planning and design of the infrastructure is in accordance with current governmental regulatory requirements. The infrastructure will provide its intended function so long as the construction is in substantial compliance with the design and permits. The platting, design and permitting of the site plan are ongoing at this time and there is no reason to believe such permitting will not be obtained.

Items of construction in this report are based on current plan quantities for the infrastructure construction as shown on the master plans, conceptual plans, construction drawings and specifications, last revisions. It is the professional opinion of Atwell, LLC that the estimated infrastructure costs provided herein for the District improvements are reasonable to complete the construction of the infrastructure described herein and that these infrastructure improvements will benefit and add value to a11 developable lands within the District. All such infrastructure costs are public improvements or community facilities as set forth in Section 190.012(1) of the Florida Statutes, and any land to be acquired by the District is related to the stormwater management system and wetland mitigation component of such improvements or facilities. Further, the Hacienda North CIP functions as a system of improvements benefitting all lands within the District.

The infrastructure total construction cost developed in this report is only an estimate and not a guaranteed maximum price. The estimated cost is based on unit prices currently being experienced for ongoing and similar items of work in Collier County and quantities as represented on the master plans. The labor market, future costs of equipment and materials, and the actual construction processes frequently vary and cannot be accurately forecasted. Due to this inherent opportunity for fluctuation in cost, the total final cost may be more or less than this estimate.

The professional services for establishing the opinion of estimated construction cost are consistent with the degree and care and skill exercised by members of the same profession under similar circumstances.

Jeremy H Arnold, P.E.
District Engineer
FL Registration No.: 66421

CDD EXHIBITS FOR
HACIENDA NORTH COMMUNITY
DEVELOPMENT  DISTRICT
SECTION 14, TOWNSHIP 50 SOUTH, RANGE 26 EAST COLLIER COUNTY, FLORIDA	
HACIENDA NORTH CDD	COVERSHEET	,���!-.':
28100 80NTA CR...,..DE OR., SLIT£ 305
BONrA sPfflHC.S. n .w135
139.405.nn	
PREPARED FOR:
HACIENDA NORTH COD
1(ll ORCHID DRIVE, SUITE 100 NAPLES. FLORIDA 34102
PHONE: (239) 269-1341	SECTION: TOWNSHIP: RANGE
13,14,23  sos	26E
COLLIERCOUNTY,  FLORIDA	FLORIO.\ CElltTIFlC,\.TE01' AIJTI-fORJL.ATIQN118636		
	FILE NAME: 12845000101.dwg SHEET:	I OFII	JEREMY H. ARNOLD, P.E.
FLLICENSE NO. 66421		

r	SHEET INDEX	"	
l	COVERSHEET	
2	EXHIBIT l LOCATION MAP	
3	EXHIBIT 2A SKETCH	
4	EXHIBIT 2B LEGAL DESCRIPTION	
5	EXHIBIT 4 EXISTING LAND USE MAP	
6	EXHIBIT 5 FUTURE LAND USE MAP	
7	EXHIBIT 6 MASTER SITE PLAN	
8	EXHIBIT 6A STORMWATER PLAN	
9	EXHIBIT 6B WASTEWATER PLAN	
10	EXHIBIT 6C POTABLE WATER PLAN	
11	EXHIBIT 7 EXISTING UTILITIES	
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-a�i.	NAPLES, FLORIDA 34102	FILE NAME: 12845000103.dwg
9,,	PHONE: (239) 269-1341	SHEET:	3 OFI I

.JEREMY H. ARNOLD. P.E.
FL LICENSE NO. 66421

2.39.405.7777
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LEGAL DESCRIPTION

BEING A PORTION OF TRACT FD-2. HACIENDA LAKES OF NAPLES, ACCORDfNG TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES I0THROUGH 21(INCLUSIVE) OF THE PUBLIC RECORDS OF COLUERCOUNTY, FLORIDA. ALSO BEING ALL OF TRACT FD-I, HACIENDA LAKES OF NAPLES - PHASE II, ACCORDING TO THE PLATTIIEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OFTHE PUBLIC RECORDS OF COLL[ERCOUNTY, FLORIDA, TOGETHER WITH PORTIONS OF SECTIONS 13, 14 AND 23,TOWNSHIP SO SOUTH, RANGE 26 EAST, COLLrER COUNTY, FLORIDA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

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COMMENCE ATTIIE NORTHWEST CORNER OFTRACT FD-2, HACIENDA LAKES OF NAPLES. ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55. PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OFCOLLIER COUNTY. FLORIDA: THENCE RUN THE FOLLOWING TWO (2)COURSES ALONG THEBOUNDARY OFSAID TRACT FD-2; COURSE NO. I: SOUTH 00°50'27" WEST. 344.07 FEET; COURSE NO. 2: SOUTH 00°49'30" WEST, 255.61 FEETTO THE POINT OF BEGINNlNG OF THE PARCEL OF LAND HEREIN DESCRIBED: THENCE SOUTH 89"10'15" EAST, A DISTANCE OF 563.89 FEET TO A POINT OFCURVATURE; THENCE EASTERLY. 182.19 FEET ALONG lllE ARC OF ACIRCULAR CURVE, CONCAVESOlm-lERLY, HAVING A RADIUS OF 530.00 FEET, THROUGH A CENTRAL ANGLE OF 19"4I'43" AND BEING SUBTENDED BY ACHORD THAT BEARS SOUTH 79' 19'24" EAST, 181.29 FEET TO A POINTOF REVERSE CURVATURE; THENCE EASTERLY, 23.37 FEET ALONG lllE ARC OF A CIRCULAR CURVE, CONCAVENORTHERLY, HAVING A RADTUS OF35.00 FEET. THROUGH A CENTRAL ANGLE OF38'15'49" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 88°36'27" EAST, 22.94 FEET TO A POINf OF REVERSE CURVATURE; THENCE EASTERLY, 95.07 FEET ALONGlllE ARC OF A CIRCULAR CURVE, CONCAVESOUTHERLY, HAVING A RADIUS Of 110.00 FEET, THROUGH A CENTRAL ANGLE OF49"31'14" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 82°58'44" EAST, 92.14 FEET TO A POINT OF COMPOUND CURVATURE: THENCE SOUTHEASTERLY, 212.% FEET ALONG THE ARC OF ACIRCULAR CURVE, CONCAVE SOUTHWESTERLY, HAVJNG A RADIUS OF 570.00 FEET, THROUGH A CENTRAL ANGLE OF 21'24'22" AND BElNGSUBTENDEDBY A CHORD THAT BEARS SOUTH 47'30'56" EAST, 211.72 FEET TO A POINT Of COMPOUND CURVATURE: THENCE SOUTHERLY, 91.60 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE WESTERLY, HAVING A RADIUS Of I10.00 FEET. THROUGH A CENTRAL ANGLE OF47'42'50" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 12•sno· EAST, 88.98 FEET TO A POINT OF REVERSE CURVATURE; THENCE SOUTHERLY, 29.49 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVlNG A RADIUS OF 35.00 FEET, THROUGH A CEIHRAL ANGLE Of 48°16'55" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 13'14'22" EAST, 28.63FEET TO A POINT OFCOMPOUND CURVATURE; THENCE SOUTHEASTERLY. 198.92 FEET ALONG THE ARC Of A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 220.00 FEET.THROUGH A CENTRAL ANGLE OF 51°48'25" AND BEING SUBTENDED BY A CHORDTHAT BEARS SOUTH 63°17'02" EAST. 192.22 FEET:THENCE SOUTH 89"11'15" EAST, A DISTANCE OF 17.82 FEET TO A POINf OFTHE EASTERLY BOUNDARY Of A 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT. AS RECORDED IN OFFICIAL RECORDS BOOK 673, PAGE 1843 OF THE PUBLIC RECORDS OFSAlD COLLIER COUNTY. FLORIDA: ll!ENCE NORTH 00'48'45" EAST. ALONG THE EASTERLY BOUNDARY OF SAID FLORlDA POWER AND LIGHT EASEMENT, CONTINUING ALONGTHE EASTERLY BOUNDARY OF AN EXISTING 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 668, PAGE 175I Of lllE PUBLIC RECORDS OF SAIDCOLLIER COUNTY, FLORIDA. A DISTANCE OF708.91 FEETTO A POINf ONTHE BOUNDARY OF SAID TRACT FD-2; THENCE RUNTHE FOLLOWING FIFTEEN (I 5) COURSES ALONGTHE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 87"25'45" EAST, 2,004.48 FEET; COURSE NO. 2: SOUTH 00°47'37" WEST. 671 11 FEET; COURSE NO. 3: NORTH 87"27'14" EAST, 668.22 FEET; COURSE NO. 4: SOUTH 00°47'14" WEST, 671.39 FEET: COURSE NO. 5: NORTH 87"28'42" EAST, 1,336.55 FEET; COURSE (6) NORTH 87'30'06" EAST. 504.61 FEETTO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 7: SOUTHERLY, 166.87 FEET ALONGTHE ARC OF A CIRCULAR CURVE. CONCAVE EASTERLY, HAYING A RADIUS OF9,860.00 FEET, THROUGH A CENTRAL ANGLE OF00°58'11" AND BEINGSUBTENDED BY A CHORD THAT BEARS SOUTH 16°32'15" WEST, 166.87 FEET: COURSE NO, 8: SOUTl-116°03'09"
WEST, 370.I5 FEET TO A POINT OF CURVATURE; COURSE NO. 9: SOUTHWESTERLY, 788.n FEET ALONG THE ARC OFACIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAYING A RADIUS OF
1,580.00 FEET, THROUGH ACENTRAL ANGLE OF28°36'1I" AND BEING SUBTENDED BY A CHORD THAT BEARSSOUTH 30°21'15" WEST, 780.60 FEET; COURSE NO. IO: SOUTH 44•]9'20" WEST, 705.32 FEET: COURSE NO. 11: NORTH 45°20'40" WEST. 20.00 FEETTO A POINf ON A NON-TANGENllAL CURVE; COURSE NO. 12: SOUTHWESTERLY, 146.11 FEET ALONG THE ARC OF ACIRCULAR CURVE. CONCAVE SOUTHEASTERLY. HAVING A RADIUS OF 2.390.00 FEET.THROUGH ACENTRAL ANGLE OF03°30'10" AND BEING SUBTENDED BY ACHORD THAT BEARS SOUTH 42°54'15" WEST. 146.09 FEET; COURSE NO. 13: SOUTH 48°50'49" EAST, 20.00 FEETTO A POINf ON A NON-TANGENTIAL CURVE; COURSE NO. 14: SOUTHERLY. 1,669.n FEET ALONGTHE ARC OF ACIRCULAR CURVE, CONCAVE EASTERLY, HAVfNG A RADfUS OF 2,370.00 FEET. THROUGH A CENTRAL ANGLE OF 40'21'59" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTIJ 20'58'1I" WEST. 1.635.40 FEET; COURSE NO. 15: SOUTH 00°47'07" WEST, 127.52 FEET TOTHE SOUTHEASTERLY CORNER OF SAID TRACT FD-2;THENCE SOUTH 87"37'31" WEST, ALONG THE SOUTHERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF 20.03 FEET TO A POINf ON THE BOUNDARY OF TRACT FD-I,HACIENDA LAKES OF NAPLES- PHASE IL ACCORDfNGTO THE PLATTHEREOF AS RECORDED fN PLAT BOOK 61, PAGES I6 AND 17OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA;THENCE RUN lllEFOLLOWING FIVE (5) COURSES ALONGTHE BOUNDARY OF SAID TRACT FD-I; COURSE NO. I: SOUTH 00°47'12" WEST, 820.13 FEET;COURSE NO. 2: NORTH 89"12'48" WEST, 120.00 FEET; COURSE NO. 3: NORTH 00°47'l2" EAST, 163.01 FEET; COURSE NO. 4: SOUTH 87"37'31" WEST, 20.03 FEET; COURSE NO. 5: NORTH 00°47'14" EAST, 650.49 FEET TOTHE NORTHWEST CORNER OF SAIDTRACT FD-I, ALSO BEING THE SOUTHWESTERLY CORNER OF TRACT FD-2 OF AFORESAID HACIENDA LAKES OF NAPLES PLAT; THENCE RUN THE FOLLOWING El.EVEN (11) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2 OF LASTSAID PLAT; COURSE NO. I: NORTH 00°47'14" EAST, 136.36 FEETTO A POINf OFCURVATURE; COURSE NO. 2: NORTI!ERLY, 1,302.67 FEET ALONGTHE ARC OFA CIRCULAR CURVE. CONCAVE EASTERLY, HAVJNG A RADfUS OF2,530.00 FEET, THROUGH A CENTRAL ANGLE OF29°30'04" AND BEING SUBTENDED BY A CHORD IllAT BEARS NORTH 15°32'13" EAST. 1,288.33 FEET; COURSE NO. 3: NORTH 87'33'06" EAST. 5.70 FEET: COURSE NO. 4: NORTH 00°47'03" EAST, 671.53 FEET; COURSE NO.S: SOUTH 87"31'38" WEST, 334.19 FEET; COURSE NO. 6: SOUTH 89"44'23" WEST, 134.31 FEET; COURSE NO. 7: NORTH 04°44'35" WEST, 0.82 FEET; COURSE NO. 8: SOUTH 87'3 I'38" WEST, 105.71 FEET TO A POINTOF CURVATURE: COURSE NO. 9: WESTERLY, 181.37 FEET ALONG THE ARC OF A CIRCULAR CURVE. CONCAVESOUTHERLY, HAVING A RADIUS OF
940.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THATBEARS SOUTH 81°59'59" WEST, 181.09 FEET TO A POfNT OF REVERSE CURVATURE; COURSE NO.
I0: WESTERLY. 192.95 FEET ALONG THE ARC OF A CIRCULAR CURVE. CONCAVE NORTHERLY. HAYING A RADIUS OF 1,000.00 FEET, THROUGH ACENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY ACHORD THAT BEARS SOUTH 81°59'59" WEST, 192.65 FEET; COURSE NO. 11: SOUTH 87°31'38" WEST, 598.35 FEETTO A POINT ON THE BOUNDARY OFTHOSE CERTAIN LANDS DESCRIBED AS" AMENDED AND RESTATED NOTICE OF ESTABLISHMENT OF HACIENDA LAKES COMMUNITY DEYaOPMENT DISTRICT (NOTICE OFAMENDED BOUNDARIES)" AND RECORDED IN OFFICIAL RECORDS BOOK 5500, PAGE 3229 OFTHE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA: THENCE RUN THE FOLLOWING SIX (6)COURSES ALONG THE BOUNDARY OF LASTSAID LANDS; COURSE NO. I: NORTH 04°34'13" WEST, 60.04 FEET TO A POlNTON A NON-TANGENTIAL CURVE; COURSE NO. 2: NORTHWESTERLY, 56.98 FEET ALONGTHE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY. HAVING A RADfUS OF 35.00 FEET,THROUGH ACBITRAL ANGLE OF93°16'33" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 45°50'05" WEST, 50.89 FEET: COURSE NO. 3: NORTH 89"l1'49" WEST. 80.00 FEET; COURSE NO. 4: SOUTH 00°48'11" WEST. 8.59 FEETTOA POINf OF CURVATURE: COURSE NO. 5: SOUTHWESTERLY, 52.98 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY,HAYING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 86°43'27" AND BEING SUBTENDED BY ACHORD THAT BEARS SOUTH 44°09'55" WEST.48.06 FEET; COURSE NO. 6: SOUTH 87'3 I'38" WEST. 17.03 FEET TO A POINT ON THE BOUNDARY OFTHOSE CERTAIN LANDS DESCRIBED AND RECORDED IN OFFICIAL RECORDS BOOK 5456, PAGE 1683 OFTHE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORlDA; THENCE RUNTHE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE
NO. I: NORTH 00°48'11" EAST, 200.33 FEET; COURSE NO. 2: SOUTH 87"3I'38" WEST, 289.47 FEET TO A POINT ON THE BOUNDARY OF AFORESAID TRACT FD-2; THENCE RUN THEFOLLOWING FOUR (4) COURSES ALONG THE BOUNDARY OFSAID TRACT FD-2; COURSE NO. I: NORTH 00'48'1I" EAST, I.I I1.00 FEET; COURSE NO. 2: SOUTH 87"28'42" WEST, 1.002.41 FEET; COURSE NO. 3: NORTH 00°48'45" EAST, 335.13 FEET; COURSE NO. 4: SOUTII 87"27'58" WEST, 857.11 FEET; THENCE NORTH 02°31'19" \VEST, A DISTANCE OF 104.67 FEETTO A POINT ON A NON-TANGENllAL CURVE: THENCE
NORTHEASTERLY, 190.42 FEET ALONG THE ARC OF ACIRCULAR CURVE. CONCAVESOUTHEASTERLY, HAVING A RADIUS OF l05,00 FEET, THROUGH A CENTRAL ANGLE OF I03°54'28" AND BEING SUBTENDED BY ACHORD THAT BEARS NORTH 51'57'l4" EAST, 165.38 FEET;THENCE NORTH 02'3l'l9" WEST, ADISTANCE OF 234.55 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 110.72 FEET ALONG THE ARC OF ACIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADfUS OF 95.00 FEET, THROUGH ACENTRAL ANGLE OF 66°46'3I" AND BE(NG SUBTENDED BY ACHORD THAT BEARS NORTH 34°13'00" EAST, 104.56 FEET;THENCE NORTH 00°49'45" E1\ST, A DISTANCE OF 37.03 FEET; THENCE NORTH 89°10'1S" WEST. A DISTANCE OF 545.06 FEETTO A POINT ONTHE WESTERLY BOUNDARY OFSAID TRACT FD-2; THENCE NORill 00°49'30" EAST, ALONGTHE WESTERLY BOUNDARY OFSAID TRACT FD-2. A DISTANCE OF 160.00 FEET TO THE POINTOF BEGINNING.
CUNTAJNJNG 8,617,083 SQUARE FEET OR 197.821 ACRES, MORE OR LESS.

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PREPARED FOR:	SECTION: TOWNSHIP: RANGE:  i,,ORto.,C£JmFIC.STEOl'MJTHOIU<ATION,..,.	ENGINEERING

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EAST	MPUDIDRI, RPUD	
SOlJfH	A, MPUD/DRI, MPUD, RPUD, CPUD	
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HACIENDA NORTH COD BOUNDARY

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FUTURE LAND USE	
NORTH	URBAN RESIDENTIAL FRINGE SUBDISTRICT	
EAST	URBAN RESIDENTIAL FRINGE SUBDISTRICT	
SOUTH	URBAN RESIDENTIAL FRINGE SUBDISTRICT	
WEST	URBAN RESIDENTIAL FRINGE SUBDISTRICT URBAN RESIDENTIAL SUBDISTRICT	
PROPOSED COD	URBAN RESIDENTIAL FRINGE SUBDISTRICT	

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;	HACIENDA NORTH CDD

SECTION: TOWNSHIP: RANGE:
13,14,23 50S	26E

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FILE NAME: 12845000106.dwg

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SCALE: I• � 800'

HACIENDA NORTH CDD BOUNDARY	
EXHIBIT 6B: WASTEWATER	PLAN		
t-P-R-EP_A_RE_D_F_O_R_:	..S..E._CT_IO_N_: -T-OWN_S_HIP_:_RA_N_G_E_-=--,-=-FICA_TE O_,A_IJTI IOklZAT_IOr<-...,.---f

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flONITA SPRNC$. Fl. J.4135	
NAPLES, FLORIDA 34102	FrLE NAME: 12845000109.dwg	JEREMY H. ARNOLD, P.E.	239.405.7777	
PHONE:(239)269--1341	SHEET:	9OF II	FL LICENSE NO. 66421		

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EXHIBIT D
HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT MASTER ASSESSMENT METHODOLOGY REPORT

MASTER ASSESSMENT METHODOLOGY REPORT

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

July 13, 2022

Prepared for
Board of Supervisors
Hacienda North Community Development District

Prepared by

Real Estate Econometrics, Inc. 707 Orchid Drive, Suite 100
Naples, FL 34102 REE-I.com

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Introduction

Purpose

This Master Assessment Methodology Report ("Master Methodology") provides a Master Assessment Methodology for the Hacienda North Community Development District ("District"). The Master Methodology described herein has two goals: (1) determining the special and peculiar benefits that flow to the properties in the District as a logical connection from the infrastructure systems and facilities constituting enhanced use and increased enjoyment of the property; and (2) apportion the special benefits on a basis that is fair and reasonable. The District has adopted a Capital Improvement Plan ("Improvement Plan" or "CIP") that will allow for the development of property within the District. The District plans to fund the CIP through a combination of debt financing with the proceeds of bonds payable from special assessments, and contributions of components of the CIP by the developer(s) and other parties, or combinations of the foregoing.

The principal and interest on any debt issued by the District is intended to be repaid from the proceeds of non-ad valorem special assessments will constitute liens, co-equal with the liens of State, County, municipal and school board taxes, against properties within the boundary of the District that receive special benefits from the CIP. The Master Methodology herein is intended to set forth a framework to apportion the special and peculiar benefits from the portions of the CIP financed with the proceeds of bonds payable from and secured by non-ad valorem special assessments (the "Assessments") imposed and levied on the developable properties within the District.

This Report is designed to conform to the requirements of the Florida Constitution, Chapters 170, 190 and 197, F.S. with respect to the Assessments and is consistent with our understanding of the case law on this subject.

Background

The Hacienda North development ("Development") is +/-197.82-acres within the existing Hacienda Lakes DRI/PUD ePUD") with frontage on Collier Boulevard in Collier County, Florida. The Hacienda North Community Development District covers the +/-197.82 acres of the Development (See Location Map - Exhibit 1 on the next page). The District was formed on June 14, 2022 by Ordinance 2022- 21 by the Collier County ("County") Board of County Commissioners, which Ordinance became effective June 17, 2022. The development is expected to be developed by Hacienda Lakes of Naples, LLC ("Developer")

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Based upon information provided by the Developer, the development plan ("Development Program") includes up to 229 single-family detached residential units of varying homesite sizes; up to 184 attached twin villas, 140,000 square feet of various commercial uses, a proposed amenity; stormwater management systems; utility infrastructure; irrigation facilities; landscaped roadways; a landscaped entry; and perimeter walls and landscape berms.

Table 1 below outlines the proposed Hacienda North Development Program within the District.

Table 1. Proposed Hacienda North Development Program

	Product Type		Units		
	Twin Villas		184		
	52' Lots		108		
	59' lots		76		
	77' Lots		45		
	Total Residential		413		
					
	Commercial Type		Square Feet		
	General Office		25,000		
	Medical Office		20,000		
	Retail		95,000		
	Total Commercial		140,000		
		Source: Developer			
Scope of Report

The CIP and therefore the financing of the components thereof have been estimated by the District Engineer based upon good faith estimates provided by the Developer for the Development. Accordingly, there can be no assurance on the date hereof that such costs are attainable. Moreover, it is not possible at this time to contemplate the entirety of the Development with any particularity. Therefore, the estimated par value of bonds required will likely change. This Report is intended to establish a maximum benefit (unless altered by subsequent proceedings) based upon current knowledge and to establish a framework for subsequent supplemental assessment reports which will detail with greater specificity the apportionment of Assessments relative to the amount of debt actually issued.

Florida Statutes permit the District to establish separate phased units, which presumably will differ not only on the timing of their development, but also based upon the composition of the uses of property within each area and the differences in the special and peculiar benefits that each use receives. If and when the District issues bonds or other debt instruments to finance infrastructure one or more supplemental reports will be devised which will describe the specific size and terms of the bonds or other debt being issued and will allocate such debt to the properties to be assessed consistent with this Master Methodology.

Finance Plan

Master Development Program
As noted, the Developer, Hacienda Lakes of Naples, LLC is the developer of the property within the District. The Developer will develop the land in preparation for selling parcels to third party builders who in turn will sell homesites to third-party end-users. The Hacienda North Development Program within the District is detailed in Table 1. The Development Program is based upon the current development plan for the lands in the District provided by the Developer and is consistent with the approved land uses and densities set forth in the PUD.

Capital Improvement Program
Atwell, LLC (the "District Engineer'') has identified certain infrastructure improvements that may be provided by the District and has provided a cost estimate for the District's CIP. The CIP is detailed in the Master Engineer's Report for Hacienda North Community Development District dated July 2022 as prepared by the District Engineer.
The CIP consists of earthwork, preserve and wastewater management; utilities; roadways; landscape, signing and lighting; professional services permitting and misc. costs; and contingency (the "Master Infrastructure Improvements").

Table 2 on the next page summarizes the costs associated with the proposed Master Infrastructure Improvements.

(Rest of Page Left Intentionally Blank)

Table 2. Capital Improvement Plan for Hacienda North CDD.

Capital Improvement	Total	
Professional & Permit Fees	$2,685,833.25	
Earthwork for Stormwater Management	2,563,675.20	
Roadways	2,120,850.00	
Off-Site Road Improvements	3,918,600.00	
Drainage Systems	2,834,699.00	
Sanitary Sewer Systems	4,326,689.50	
Potable Water Systems	1,975,893.00	
Perimeter Walls	818,830.00	
Perimeter Landscaping	1,619,980.00	
Total Capital Improvement Program	$22,865,049.95	
Source: District Engineer's Report, June 2022

Bond Requirements

The District intends to finance all or a portion of the CIP by issuing capital improvement bonds. These bonds will be issued in one or more series. A number of items comprise the final par bond requirements. These items may include but are not limited to capitalized interest, a debt service reserve fund, underwriter's discount, and issuance costs. For purposes of this Master Methodology, allowances have been estimated for such items.
As the finance plan is implemented a supplemental report detailing the particulars of each specific bond issue will detail the terms, interest rates, and costs associated with a specific series of bonds, the level of funding for the construction/acquisition account, the capitalized interest account, the debt service reserve fund account, as well as the underwriter's discount, and issuance costs. Table 3 on the next page shows an estimate of the par amount of bonds required to fund the GIP.

(Rest of Page Left Intentionally Blank)

Table 3. Estimated Hacienda North CDD Bonds Par Amount.

Average Coupon Interest Rate:	7.00%	
Term:	30 Years	
Capitalized Interest Term:	3 years	
Debt Service Reserve Fund Term:	1Year	
Maximum Annual Debt Service (MADS)	$2,697,100.00	
Underwriter Discount	2.00%	
Sources
Par Amount	
$33,785,000.00	
Uses
Construction / Acquisition Fund	
22,865,049.95	
Debt Service Reserve Fund	2,697,100.00	
Capitalized Interest Fund	7,094,850.00	
Underwriter's Discount	675,700.00	
Cost of Issuance	450,000.00	
Rounding	2.300.05	
Check:	$33,785,000.00	
Source: MBS Capital Markets LLC & Methodology Consultant.

Assessment Methodology
Requirements of a Valid Assessment Methodology
Valid special assessments under Florida law have two requirements. First, the properties assessed must receive a special and peculiar benefit as a logical connection from the systems and services constituting improvements. The courts recognize the special benefits which flow as a logical connection peculiar to the property as enhanced enjoyment and increased use of the property which in turn may result in decreased insurance premiums, increased value and marketability. Second, the assessments must be fairly and reasonably apportioned in relation to the benefit received by the various properties being assessed.

If these two tests for lienability are determined in a manner that is informed and non-arbitrary by the Board of Supervisors of the District, as a legislative determination, then the special assessments may be levied, imposed and collected as co-equal first liens on the property. Florida courts have found that it is not necessary to calculate benefit with mathematical precision at the time of imposition and levy so long as the levying and imposition process is not arbitrary, capricious, or unfair.

Structure - Master Infrastructure Improvements

Special and peculiar benefits flow as a logical connection to the property from the systems, facilities and services provided as a logical consequence to the property within the boundary of the District. These special benefits are peculiar to the acreage and later down to the actual platted units or parcel. The special benefits that justify imposing the assessment on the acreage include enhanced enjoyment and increased use, which may result in such positive consequences as increased value and marketability and decreased insurance premiums when levied on the various platted units or parcels of property.

Initial Apportionment of Benefits on an Acreage Basis

Initially, the District is comprised of a bundle of undeveloped acres with the potential for development pursuant to, and consistent with, the PUD, but upon the acquisition, construction, installation, equipping operation and maintenance of certain infrastructure. The District's CIP identifies the Master Infrastructure Improvements needed for the Development pursuant to the PUD. Therefore, initially, there is a system of interlinked improvements necessary in order to develop each developable acre within the District, and, because the specific development cannot be initially determined on any one acre of land, each acre of land is benefited equally.
This "proportionate per acre" special benefit from the systems and facilities constituting the components of the CIP is illustrated by the fact that if all of the land were sold in its undeveloped state, its value to a willing buyer would be as a whole and would include the value of the land with development rights from the PUD, adjusted for the cost of development (of which the CIP would be a significant component) and further adjusted for parcel-specific development costs. Thus, each acre would be valued equally since, until development of the property takes place, development could presumably occur on any one acre as on any other. These special benefits are peculiar to the acres of property within the District, are assessed and imposed equally.

In the case of the District, the "proportionate per acre" special benefit is
$170,785.71 (exclusive of costs of collection and statutory early payment discounts). That calculation is shown in Table 4 below.
Table 4. Hacienda North COD Apportionment per Acre Special Benefit.

Acres in COD: Par Amount:

197.82
$33,785,000.00

 Debt per Acre:	$170,785.71 
Source: Methodology Consultant.

The foregoing discussion demonstrates that the systems, facilities and services

constituting the CIP result in special benefits peculiar to the property, whether the property is in acreage or in platted parcels. Such special and peculiar benefits include roadways, potable water, wastewater, irrigation, earthwork & clearing, stormwater management, landscaping berming and offsite improvements. The dollar amount of these special and peculiar benefits is not known but is capable of being computed with mathematical certainty in the future. As of the date of this Report, the maximum dollar amount of the special assessment levy per acre is $170,785.71.

Assignment of Assessments to Platted Lands

It is useful to consider three broad states or conditions of development within the District. The initial condition is the "unplatted state". At this point infrastructure may or may not be installed but in general, home sites or other development units have not been defined and all of the developable land within the District is considered unplatted acreage ("Unplatted Acres"). In the unplatted state, all of the lands within the District receive benefit from the components of the financed CIP and assessments would be imposed upon all of the land within the District on an equal acre basis to repay the bonds.

The second condition is the interim or "approved state". At this point, a Developer would have received approval for a site development plan from the County or the Developer could have sold property and transferred entitlements to an unrealted third-party via contract or deed. By virtue of the County granting an approval for its site development plan for a neighborhood or non-residential land, certain development rights are committed to and peculiar to that neighborhood or non­ residential land (or the Developer transferring entitlements), thereby changing the character and value of the land. The new character and value in the land enhances the capacity of the Unplatted Acres within a neighborhood or non­ residential land with the special and peculiar benefits flowing from components of the District's CIP.

Development enters its third state as property is platted. Land becomes platted property ("Platted Property") when single family units are platted (or condominiumized by the recording of a declaration of condominium document) or non-residential land uses receive a building permit and a separate tax parcel identification number is issued for such parcel. At this point, and only at this point, is the use and enjoyment of the property fixed and determinable and it is only at this point that the ultimate special and peculiar benefit can be determined flowing from the components of the CIP peculiar to such platted parcel. At this point, a specific apportionment of the Assessment per unit will occur.

This apportionment of benefit in such supplemental methodology report shall be based on accepted practices for the fair and equitable apportionment of special and peculiar benefits in accordance with then applicable law and the procedure for the imposition, levy and collection of non-ad valorem special assessments as set forth in Florida Statutes and in conformity with the Constitution and law of the State applicable to such Assessments.

Par Debt and Assessment Determination

The Par Debt and Assessment Determination Process
Determining the par debt and assessments per product type begins by identifying all of the properties within the District Boundaries that are receiving benefit from the District's CIP. The properties receiving benefit were previously identified in Table 1.
The second element in the par debt and assessment determination process is allocating the CIP into benefit determination categories and that will be assessed to the benefitting properties.
The Consultant reviewed the District's CIP to ascertain benefit determination categories. The CIP was reviewed line item by line item and categorized accordingly. There are four (4) categories of benefit measurement used to determine the amount of the line-item expense to be used in the assessment calculations.
The District's benefit purposes are the management of the roadways, the water management system, other CIP categories (off-site improvements, sanitary sewer and potable water systems), and an equal benefitting category (perimeter walls and landscaping).
The GIP professional and permit fees category has been allocated to the roadway, water management system, all other CIP and equal benefit categories based on the percentage each category is to the total CIP less the professional and permitting fees category total.
The Consultant categorized the Budget into four (4) formal fundamental benefit categories; Roadways benefit category, Water Management category benefit, All Other CIP Benefit category and Equal Benefit category in order to calculate the benefit received from each category. Those categories are shown in Table 5 on the next page.

TABLE 5. Hacienda North COD Pre-Financed CIP Categorized by Benefit

	CIP CATEGORY	TOTALS	ROADWAYS	WATER MGMT.	ALL OTHER CIP	EQUAL BENEFIT	
	Professional & Permit Fees	$2,685,833.25	$282,282.98	$718,518.12	$1,360,429.01	$324,603.13	
	Earthwork for Stormwater Management	2,563,675.20		2,563,675.20			
	Roadways	2,120,850.00	2,120,850.00				
	Off-Site RoadImprovements	3,918,600.00			3,918,600.00		
	Drainage Systems	2,834,699.00		2,834,699.00			
	Sanitary Sewer Systems	4,326,689.50			4,326,689.50		
	Potable Water Systems	1,975,893.00			1,975,893.00		
	Perimeter Walls	818,830.00				818,830.00	
	Perimeter Landscaping	1,619,980.00				1,619,980.00	
	22,865,049.95	$2,403,132.98	$6,116,892.32	$11,581,611.51	$2,763,413.13
Source: District Engineer's report, June 2022.and Methodology Consultant

The Developer is interested in establishing the CIP benefit for the commercial parcel and offsetting that benefit with capital improvements that are not being financed by the District. To determine the commercial CIP benefit, the Methodology Consultant must first run the CIP by category and before financing through the benefit determination process.
With the product types identified and the budget allocation defined, the Methodology Consultant next determines the benefit measurement factor by product type for each benefit measurement category.

All four (4) categories are measured by the following benefit measurements. For Roadways, trip pass-by factors from the Institute of Traffic Engineers ("ITE") are used. Water management benefit is measured by the pervious/impervious surfaces measured by product type (residential and commercial). For the All Other CIP category, an Equivalent Assessment Unit based on residential unit size is utilized. The commercial EAU total is calculated by dividing the total square feet (140,000 square feet) by the average residential unit size (3,000 square feet). Finally, for the Equal Benefit category, each residential unit is given one (1) EAU and the commercial parcel is given a one (1) EAU for each average unit size (3,000 square feet) divided into the total commercial square feet (140,000 square feet).
As noted above, the roadways maintenance benefit is being determined by using the ITE trip pass-by factors from the 10th Edition of the Institute of Traffic Engineers Trip Generation Handbook.

The water management benefit basis is the calculation of water runoff into the water management system. That calculation involves measuring the percentage of pervious and impervious acreage from each development plan category that impacts the water management system. The pervious and impervious areas of the proposed product types were measured from a typical unit in Toll Brothers Azure neighborhood at Hacienda Lakes. A percent of impervious areas for each product type is used to determine the number of impervious acres by product
type.
The commercial parcel is given an average impervious percentage based on pervious/impervious measurements from comparable parcels nearby on Collier Boulevard.
An equivalent assessment unit is used for the All Other CIP category. That equivalent assessment unit is based on using a one (1) EAU for the 59-foot homesite shown in Table 1 and a proportionate EAU assigned to the other product categories based on the size of the homesite. The commercial parcel EAUs are calculated by dividing the 140,000 square feet by an average size unit (3,000 square feet).
Each benefitting property receives one (1) Equivalent Assessment Unit ("EAU") for the Equal Benefitting category since they all benefit equally from this category. Again, the commercial parcel EAUs were calculated by dividing the 140,000 square feet by an average size unit (3,000 square feet).
Table 6 below shows the product types and their benefit measurement factors.

TABLE 6.  Hacienda North CDD Benefit Measurement Factors

	Water
Management	All Other
CIP Items	Equal
Benefit	
	Product Type	Units	Trips	Acres	(EAUs/Unit}	EAUs	
Twin Villas	184	9.44	11.04	0.7	184.00	
52' Lots	108	9.44	15.23	0.85	108.00	
59' lots	76	9.44	13.22	1	76.00	
77' Lots	45	9.44	10.22	1.25	45.00	
Commercial	140,000		9.80	46.67	46.67	
General Office*	25,000	9.74				
Medical Office*	20,000	34.8				
Retail*	95,000	37.75				
* - Unit square feet			59.51		459.67	
divided by 1,000 per ITE.						
Source: Institute of Traffic Engineers Trip Generation Manual, 10th Edition and Methodology Consultant

ASSESSMENT DETERMINATION
There are four (4) assessment calculations that when added together, will ultimately determine the CIP debt service assessment for each benefitting property within District boundaries. The four (4) assessment calculations are the trip generation method for the roadway expenses, the pervious/impervious runoff method for the water management expenses, the EAU method for all other CIP items and an Equal EAU method for the Equal Benefit category.

Roadway CIP
The roadway CIP is benefitting all properties in District. Using the ITE trip generation rates previously shown in Table 6, Table 7 below shows the number of daily trips that are generated by product type using the ITE trip generation multipliers for all product types in the District along with the allocation of the Roadway CIP as financed.
TABLE 7.  Hacienda North CDD Trip Generation Calculations

Product Type

Units/Sq.Ft. Sq. Ft. / 1,000	Trips	Total Trips	Percent Trips  Roadway Allocation

Twin Villas	184		9.44	1,736.96	20.62%	$495,478.75	
52' Lots	108		9.44	1,019.52	12.10%	$290,824.48	
59' lots	76		9.44	717.44	8.52%	$204,654.27	
77' Lots	45		9.44	424.80	5.04%	$121,176.87	
Commercial	140,000				
General Office*	25,000	25	9.74	243.50	2.89%	$69,459.90	
Medical Office*	20,000	20	34.8	696.00	8.26%	$198,538.37	
Retail*	95,000	95	37.75	3,586.25	42.57%	$1,023,000.34	
Totals				8,424.47	100.00%	$2,403,132.98	
* - Unit square feet divided by 1,000 per ITE.

Source:  Institute of Traffic Engineers Trip Generation Manual, 101h Edition and Methodology Consultant

Water Management CIP
The next step is to calculate the water management assessment for each product type in the District. The water management benefit basis is determined by the calculation of water runoff into the water management system. That calculation involves measuring the percentage of pervious and impervious acreage from each development plan category that impacts the water management system.

As noted earlier, the pervious and impervious areas of the proposed product types are measured from a typical unit in Toll Brothers Azure neighborhood at Hacienda Lakes. A percent of impervious areas for each product type is used to determine the amount of impervious acres by product type.
The commercial parcel is given an average impervious percentage based on like parcels nearby on Collier Boulevard.

Table 8 below shows the impervious acres used to allocate the water management CIP as financed.

TABLE 8.	Water Management Impervious Surface Calculations

Product Type	Units/Sq.Ft.	Water Mgmt. Acres	Percent Acres	Water Mgmt. Allocation	
Twin Villas	184	11.04	18.55%	$1,134,832.73	
52' Lots	108	15.23	25.59%	$1,565,329.06	
59' lots	76	13.22	22.22%	$1,359,332.25	
77' Lots	45	10.22	17.17%	$1,050,028.65	
 Commercial	140,000	9.80	16.47%	$1,007,369.63	
Totals	59.51	100.00%	$6,116,892.32	
Source: Collier County Property Appraiser Measurements and Consultant

ALL OTHER CIP

An equivalent assessment unit is used for the All Other CIP category. That equivalent assessment unit is based on using a one (1) EAU for the 59-foot lot shown in Table 1 and a proportionate EAU assigned to the other product categories based on the size of the lot as shown in Table 6. The commercial parcel EAUs are calculated by dividing the 140,000 square feet by an average size unit (3,000 square feet).

The total number of EAUs are calculated by multiplying the total units by product type and the EAUs by unit. The percentage of EAUs by product type is determined and then the Other CIP amount is multiplied by those percentages to obtain the Other CIP Allocation by product type as shown in Table 9 below.

TABLE 9. All Other CIP Calculations

Product Type	Units/Sq.Ft. Other CIP Items (EAUs/Unit)	Total EAUs Percent EAUs Other CIP Allocation
Twin Villas	184	0.7	128.8	32.24%	$3,733,790.57	
52' Lots	108	0.85	91.8	22.98%	$2,661,195.45	
59' lots	76	1	76.0	19.02%	$2,203,168.35	
77' Lots	45	1.25	56.3	14.08%	$1,630,634.47	
Commercial	140,000	46.67	46.7	11.68%	$1,352,822.67	
Totals			399.5	100.00%	$11,581,611.51	
		Source: Methodology Consultant				

EQUAL BENEFIT
The Equal Benefit category is the last category to be apportioned to the various properties in the District. The Equal Benefit CIP includes such items as the perimeter wall and the perimeter landscaping. All properties benefit equally from these services so therefore each benefitting property receives one (1) Equivalent Assessment Unit ("EAU") and the commercial property receive one (1) EAU for each 3,000 square feet of commercial development.
Like the roadway/landscape and water management assessments, the next step is to total the number of EAUs in the District and calculate a percentage of EAUs by product type in relation to the total EAUs in the District. Then the Equal Benefit CIP amount of $2,763,413.13 is multiplied by each percentage to apportion that CIP item among the product types.
Finally, the apportioned budget amount is divided by the number of product type units to arrive at the water management assessment as shown in Table 10 below.

TABLE 10. Equal Benefit CIP Calculations

Product Type

Units/Sq.Ft. Equal Benefit EAUs	Percent EAUs	Equal Benefit Allocation

Twin Villas	184	184.00	40.03%	$1,106,166.82	
52' Lots	108	108.00	23.50%	$649,271.83	
59' lots	76	76.00	16.53%	$456,894.99	
77' Lots	45	45.00	9.79%	$270,529.93	
Commercial	140,000	46.67	10.15%	$280,549.56	
Totals	459.67	100.00%	$2,763,413.13 	
Source:	Methodology Consultant			
TOTAL CIP BENEFITS				
Once the measurements are applied to each residential and commercial parcel in the District, a total pre-financed CIP benefit amount is determined for each product type by totaling the four (4) CIP categories as shown in Table 11 below.

TABLE 11.  Total CIP Calculations by Product Type

Product Type	Units/Sq.Ft.	Roadway Allocation	Water Mgmt. Allocation Other	CIP Allocation	Equal Benefit Allocation	TotalCIP Allocation	
Twin Villas	184	$495,478.75	$1,134,832.73	$3,733,790.57	$1,106,166.82	$6,470,268.87	
52' Lots	108	$290,824.48	$1,565,329.06	$2,661,195.45	$649,271.83	$5,166,620.83	
59' lots	76	$204,654.27	$1,359,332.25	$2,203,168.35	$456,894.99	$4,224,049.86	
77' Lots	45	$121,176.87	$1,050,028.65	$1,630,634.47	$270,529.93	$3,072,369.92	
Commercial	140,000"	$1,290,998.61	$1,007,369.63	$1,352,822.67	$280,549.56	$3,931,740.47	
Totals		$3,694,131.59	$6,116,892.32	$11,581,611.51	$2,763,413.13	$22,865,049.95	
Source: District Engineer's report, July 2022.and Methodology Consultant

In order to implement the District's CIP, it is in the District's best interest to obtain certain parcels of real property and non-financed elements of the CIP. The cost of acquiring such property is incorporated and documented in the Supplemental Engineer's Report of project costs. The owner of the necessary real property and non-financed real property agrees to transfer title for such property to the District in return for a reduction or corresponding credit to special assessments to be levied upon the benefiting commercial properties retained by the landowner/Developer.

The value of the non-District financed CIP assets needing to be transferred to the District is $3,931,740.47 as shown in Table 11's commercial parcel's total CIP allocation column. Therefore, that amount would become a credit to the project cost to extinguish anticipated liens for the commercial parcel.

5.0	CALCULATION OF POST REAL PROPERTY CONTRIBUTION ASSESSMENTS
The prior calculations determined the non-District financed real property contributions required to extinguish anticipated liens for the commercial parcel. Next, the calculation of the par debt and annual assessment per unit needs to be calculated on the assessable properties in the District. To determine those par debt and assessment amounts, the Methodology Consultant utilized the same CIP allocations and benefit calculations that are previously shown in Tables 7 through 10. The CIP totals by benefit shown in Table 5 need to be shown as financed and is shown in Table 12 below.

TABLE 12. Total Pre and Post Financed CIP by Benefit

CIP CATEGORY	TOTALS	ROADWAYS	WATER MGMT.	ALL OTHER CIP	EQUAL BENEFIT	
Pre-Financed CIP from Tables	$22,865,049.95	$2,120,850.00	$5,398,374.20	$10,221,182.50	$2,438,810.00	
Financed CIP Total from Table 3	$33,785,000.00	$3,550,827.48	$9,038,213.68	$17,112,787.67	$4,083,171.17	
Source: District Engineer's report, June 2022.and Methodology Consultant

The financed CIP is next allocated by benefit and product type. The allocation methodology detail is shown in previous Tables 7 through 10. Those allocations by product type and benefit establish the maximum par debt per unit as shown in Table 13 on the next page.

Product Type	
Units/Sq.Ft.	Roadway
Allocation	Water Mgmt.
Allocation	OtherCIP
Allocation	Equal Benefit
Allocation	Total Par Debt
Allocation	Par Debt Per
Unit/Sq. Ft.	
Twin Villas	184	$732,110.78	$1,676,809.10	$5,516,983.99	$1,634,452.85	$9,560,356.72	$51,958.46	
52' Lots	108	$429,717.20	$2,312,902.98	$3,932,136.10	$959,352.76	$7,634,109.04	$70,686.19	
59' lots	76	$302,393.58	$2,008,525.68	$3,255,363.22	$675,100.09	$6,241,382.58	$82,123.45	
77' Lots	45	$179,048.83	$1,551,504.07	$2,409,397.12	$399,730.32	$4,539,680.34	$100,881.79	
Commercial	140,000,.	$1,907,557.09	$1,488,471.84	$1,998,907.24	$414,535.14	$5,809,471.32	$41.50	
Totals		$3,550,827.48	$9,038,213.68	$17,112,787.67	$4,083,171.17	$33,785,000.00		
Source: District Engineer's report, July 2022, MBS Capital Markets LLC .and Methodology Consultant

Finally, the Maximum Annual Debt Service ("MADS") as shown in Table 3 ($2,697,100.00) is allocated by benefit and product type to determine the maximum annual assessment by product type. Again, the allocation methodology detail is shown in previous Tables 7 through 10. Those allocations by product type and benefit establish the maximum par debt per unit as shown in Table 14 below.
TABLE 14. Maximum Annual Debt Service b� Unit

Roadway  Water Mgmt.	OtherCIP	Equal Benefit	MADS per Gross MADS per
Product Type	Units/Sq.Ft.	Allocation	Allocation	Allocation	Allocation	Total MADS	Unit/Sq. Ft.	Unit/Sq. Ft.*	
Twin Villas	184	$58,445.35	$133,861.83	$440,427.93	$130,480.47	$763,215.57	$4,147.91	$4,484.23	
52' Lots	108	$34,304.88	$184,642.02	$313,907.48	$76,586.36	$609,440.74	$5,642.97	$6,100.51	
59' lots	76	$24,140.47	$160,343.19	$259,879.83	$53,894.11	$498,257.60	$6,556.02	$7,087.59	
77' Lots	45	$14,293.70	$123,858.57	$192,345.27	$31,910.99	$362,408.52	$8,053.52	$8,706.51	
Commercial	$14□,ooo"	$152,282.74	$118,826.62	$159,575.34	$33,092.87	$463,777.57	$3.31	$3.58	
Totals	$283,467.12	$721,532.22	$1,366,135.85	$325,964.81	$2,697,100.00			
- MADS grossed up 7.5% to account for collection costs and early payment discount.
Source: District Engineer's report, July 2022, MBS Capital Markets LLC .and Methodology Consultant

The par debt and assessments represent the special and peculiar benefit each property receives as a logical connection from the systems and services constituting maintenance and operations of the District's capital improvements. The par debt and assessments are also fairly and reasonably apportioned in relation to the benefit received by the various properties being assessed and they are measured with mathematical certainty by using professionally acceptable measuring guidelines

SPECIAL AND PECULIAR BENEFIT TO THE PROPERTY

Improvements undertaken by the District create both special benefits and general benefits. However, the general benefits to the public at large are incidental in nature and are readily distinguishable from the special and peculiar benefits which flow as a logical connection from the systems, facilities and services to property within the District in order to develop such property and use it for residential and other purposes. Absent the construction or provision of the District's CIP, there would be no infrastructure to support development of land within the District and such development would be prohibited by law.

While the general public and property owners outside the District will benefit from the provision of District infrastructure, these benefits are incidental to the benefits derived from property within the District's CIP which is dependent upon the District's Improvement Program to develop the property within such boundaries. This fact alone clearly distinguishes the special and peculiar benefits which District properties receive compared to those properties lying outside of the District's boundaries and establishes that the CIP has a nexus to the value and the use and enjoyment of the lands within the District.

REASONABLE AND FAIR APPORTIONMENT OF THE DUTY TO PAY

The special and peculiar benefits from the component systems and facilities of the District's CIP have been determined and apportioned to the undeveloped land on an equal acre basis. As land is platted, the benefits will be apportioned to each developable unit as provided in this Master Methodology and any supplemental methodology reports.
The duty to pay the non-ad valorem special assessments during the initial period as set forth above is fairly and reasonably apportioned because the special and peculiar benefits to the property flowing from the acquisition and/or construction of the District's CIP (and the concomitant responsibility for the payment of the resultant and allocated debt) have been apportioned to the property according to the reasonable estimates of the special and peculiar benefits including enhanced enjoyment and increased use, which may result in such positive consequences as increased value and marketability and decreased insurance premiums and conferred on the land as provided by the District's CIP for the reasons set forth
above.
Accordingly, no acre of property within the District will be assessed for the payment of any non-ad valorem special assessment pursuant to this Master Methodology in an amount greater than the determined special benefit peculiar to that property and having a nexus to the value of the property or the use and enjoyment thereof.
If unplatted land is sold with entitlements, then the corresponding debt related to those entitlements is allocated to such land accordingly.
Note that while a Project amenity is contemplated and would constitute assessable property located within the District boundaries, it will not be assessed as it is a common element utilized exclusively for the benefit of the lot owners within the Development in accordance with Section 193.0235, F.S.

TRUE-UP MECHANISM - MASTER INFRASTRUCTURE
Until such time as bonds are issued, the lien of the Assessments imposed pursuant to this Master Methodology are inchoate ("Inchoate Assessments"), meaning that the lien of the Assessments cannot exceed the amount established hereby but that such lien will not be activated until bonds are issued and assessments levied pursuant to a supplemental assessment report. In essence, the Inchoate Assessment represents an upper limit on the Assessments. As bonds are issued and all, or a portion of, the Assessment becomes a liability for the repayment of a proportionate portion of the bonded debt, the Assessments are collectible to the extent set forth in the supplemental assessment methodology issued in correspondence to such bonds ("Funded Assessments").

In order to assure that the Funded Assessment per acre for the benefits from the CIP will not be disproportionately apportioned to any acre, each supplemental methodology shall apply a "true up" test, upon platting of residential units to ensure that, due to the level of development on any one parcel of land, the Assessments on any other parcel of land do not exceed the special and peculiar benefit which can be apportioned to such parcel in accordance with this Master Methodology and the applicable supplemental assessment methodology

COVENANT TO PAY
All assessments levied run with the land. The owner of record at the time the annual assessment roll is developed will have the responsibility to make the annual debt service assessment payments.
· 10.0	ASSESSMENT ROLL
The following Appendix I shows the preliminary master allocated assessments on a per acre basis for the CIP. The acreage shown represents 100% of the gross developable acreage within the District. Excluding any capitalized interest period, debt service payments shall be paid in thirty (30) annual installments.

Initial Per Acre Assessment Roll

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT
Summary of Parcels, FOLIO's, Ownership and Areas
PARCEL No.	FOLIO NUMBER	OWNER	Area In COD (Ac.+/-)	Total Par Debt Debt Allocation Per Acre

1	48586001022	Hacienda Lakes of Naples LLC	197.82 *	$33,785,000.00	$170,785.71

* - Legal description of such 197.82 acres is attached as Appendix 2.

Hacienda North Community Development District Legal Description

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LEGAL DESCRIPTION
BEING A PORTION OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, ALSO BEING ALL OF TRACT FD-I, HACIENDA LAKES OF NAPLES-PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, TOGETHER WITH PORTIONS OF SECTIONS 13, 14 AND 23,TOWNSHIP 50 SOUTH, RANGE 26 EAST, COLLIER COUNTY, FLORIDA, BErNG MORE PARTICULARLY DESCRIBED AS FOLLOWS:
COMMENCE AT THE NORTHWEST CORNER OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES JO THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO(2)COURSES ALONG Tl-IEBOUNDARY OFSAID TRACT FD-2; COURSENO. I: SOUTH 00°50'27" WEST, 344.07 FEET; COURSE NO. 2: SOUTH 00°49'30" WEST, 255.61 FEET TO THE POINT OF BEGINNING OF THE PARCEL OF LAND HEREIN DESCRIBED; THENCE SOUTH 89°10'15" EAST, A DISTANCE OF563.89FEET TOA POINT OFCURVATURE; THENCE EASTERLY, 182.19FEET ALONG THE ARCOF A CIRCULAR CURVE, CONCAVESOUTHERLY, HAVING A RADIUS OF 530.00 FEET, THROUGH A CENTRAL ANGLE OF 19°41'43" ANDBEING SUBTENDED BY ACHORD THAT BEARS SOUTH79°19'24" EAST, 181.29 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 23.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 38°15'49" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 88°36'27' EAST, 22.94 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 95.07 FEET ALONG THE ARC OFA CIRCULAR CURVE, CONCAVESOUTHERLY, HAVING A RADIUSOF l l0.00 FEET, THROUGH A CENTRAL ANGLE OF 49°31'14" A.l'ID BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 82°58'44" EAST, 92.14 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 212.96 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHWESTERLY, HAVrNG A RADIUS OF 570.00 FEET, THROUGH A CENTRAL ANGLE OF 21°24'22" AND BEING SUBTENDED BY ACHORD THAT BEARS SOUTH 47°30'56" EAST, 211.72FEET TOA POINT OF COMPOUND CURVATURE; THENCE SOUTHERLY, 91.60 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE WESTERLY, HAVING A RADIUS OF110.00 FEET, THROUGH A CENTRAL ANGLE OF 47°42'50" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 12°57'20" EAST, 88.98 FEET TO A POINT OF REVERSE CURVATURE; THENCE SOUTHERLY, 29.49 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCA VE EASTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 48°16'55" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 13°14'22" EAST, 28.63 FEET TOA POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, l98.92 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 220.00 FEET, THROUGH A CENTRAL ANGLE OF 51°48'25" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH63°17'02" EAST, 192.22FEET; THENCE SOUTH 89°11'15" EAST, A DISTANCE OF l7.82FEET TOA POINT OF THE EASTERLY BOUNDARY OF A l70.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 673, PAGE 1843 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE NORTH 00°48'45" EAST, ALONG THE EASTERLY BOUNDARY OF SAIDFLORIDA POWER AND LIGHT EASEMENT, CONTINUING ALONG THE EASTERLY BOUNDARY OF AN EXISTING l 70.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 668, PAGE 1751 OFTHEPUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA, A DISTANCE OF 708.91 FEET TO A POINT ON THE BOUNDARY OF SAID TRACT FD-2; THENCE RUN THE FOLLOWING FIFTEEN (15) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 87°25'45" EAST, 2,004.48 FEET; COURSE NO. 2: SOUTH 00°47'37"
WEST, 671.11 FEET; COURSE NO. 3: NORTH 87°27'14" EAST, 668.22 FEET; COURSE NO. 4: SOUTH
00°47'14' WEST, 671.39 FEET; COURSE NO. 5: NORTH 87°28'42" EAST, 1,336.55 FEET; COURSE (6) NORTH
87°30'06" EAST, 504.61 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 7: SOUTHERLY, 166.87 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVrNG A RADIUS OF9,860.00 FEET, THROUGH A CENTRAL ANGLE OF00°58'11• AND BEING SUBTENDED BY
Z:IHACIENDA LAKES\HACIENDA LAKES OF NAPLES NORTH CDD\2021-858 LEGAL DESCRIPTION.docx
Page 1 of 4

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A CHORD THAT BEARS SOUTH 16°32'15" WEST, 166.87 FEET; COURSE NO. 8: SOUTH 16°03'09" WEST,
370.15 FEET TO A POINT OFCURVATURE; COURSE NO. 9 SOUTHWESTERLY, 788.77 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 1,580.00 FEET, THROUGH A CENTRAL ANGLE OF 28°36'1l" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH30°21'15" WEST, 780.60FEET; COURSE NO. 10:SOUTH44°39'20" WEST, 705.32FEET;COURSENO.
.!.l. NORTH 45°20'40' WEST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 12:
SOUTHWESTERLY, 146.11 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAYING A RADIUS OF 2,390.00 FEET, THROUGH A CENTRAL ANGLE OF 03°30'10" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 42°54'15" WEST, 146.09 FEET: COURSE NO. 13: SOUTH 48°50'49' EAST, 20.00FEET TO A POINT ON A NON-TANGENTIAL CURVE;COURSE NO. li;. SOUTHERLY, 1,669.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 2,370.00 FEET, THROUGH A CENTRAL ANGLE OF 40°21'59" AND BEING SUBTENDEDBY A CHORD THAT BEARS SOUTH 20°58'1l" WEST, 1,635.40 FEET; COURSE NO. 15:SOUTH 00°47'07" WEST, 127.52 FEET TO THE SOUTHEASTERLY CORNER OF SAID TRACT FD-2; THENCE SOUTH 87°37'31' WEST, ALONG THE SOUTHERLY BOUNDARY OF SAID TRACT FD-2, A DISTAt'\JCE OF
20.03 FEET TO A POINT ON THE BOUNDARY OF TRACT FD-1, HACIENDA LAKES OF NAPLES- PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING FIVE (5) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-I; COURSE NO. I: SOUTH 00°47'12" WEST,
820.13 FEET; COURSE NO. 2: NORTH 89°12'48" WEST, 120.00 FEET; COURSE NO. 3: NORTH 00°4712'
EAST, 163.01 FEET; COURSE NO. 4: SOUTH 87°3731' WEST, 20.03FEET; COURSE NO. 5:NORTH 00°47'14' EAST, 650.49 FEET TO THE NORTHWEST CORNER OF SAID TRACT FD-I, ALSO BEING THE SOUTHWESTERLY CORNER OF TRACT FD-2 OF AFORESAID HACIENDA LAKES OF NAPLES PLAT; THENCE RUN HIE FOLLOWING ELEVEN (11) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-
2 OF LAST SAID PLAT; COURSE NO. 1 NORTH 00°4714" EAST, 13636 FEET TO A POINT OF CURVATURE; COURSE NO. 2: NORTHERLY, 1,302.67 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVJNG A RADIUS OF 2,530.00 FEET, THROUGH A CENTRAL ANGLE OF 29°30'04" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 15°32'13' EAST, 1,288.33 FEET; COURSE NO. 3: NORTH 87°33'06" EAST, 5.70 FEET; COURSE NO. 4: NORTH 00°47'03" EAST, 671.53 FEET;
COURSE NO. 5: SOUTH 87°31'38" WEST, 334.19 FEET: COURSE NO 6: SOUTH 89°44'23" WEST, 134.31
FEET; COURSE NO 7: NORTH 04°44'35" WEST, 0.82 FEET; COURSENO. 8: SOUTH 87°31'38" WEST, 105.71 FEET TO A POINT OF CURVATURE; COURSE NO. 9: WESTERLY, 181.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF 940.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 18109 FEET TO A POINT OF REVERSE CURVATURE; COURSE NO. IO: WESTERLY, 19295 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAYING A RADIUS OF 1,000.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 192.65FEET; COURSE NO. 11: SOUTH 87°31'38" WEST, 598.35 FEET TO A POINT ON THE BOUNDARY OFTHOSE CERTAIN LANDS DESCRIBED AS "AMENDED AND RESTATED NOTICE OF ESTABLISHMENT OFHACIENDA LAKES COMMUNITY DEVELOPMENT DISTRICT (NOTICE OF AlvIENDED BOUNDARIES)" AND RECORDED IN OFFICIAL RECORDS BOOK 5500, PAGE 3229 OFTHE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING SIX (6) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO  I: NORTH 04°34'13" WEST, 6004 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 2: NORTHWESTERLY, 56.98 FEET ALONG THE ARC OF ACIRCULAR CURVE, CONCAVE NORTHEASTERLY,HAYING A RADIUS OF
35.00 FEET, THROUGH A CENTRAL ANGLE OF 93°16'33" AND BEING SUBTENDED BY A CI-IORD THAT BEARS NORTH 45°50'05" WEST, 50.89 FEET; COURSE NO. 3: NORTH 89°11'49" WEST, 80.00 FEET; COURSE NO. 4: SOUTH 00°48'11" WEST, 8.59 FEET TO A POINT OF CURVATURE; COURSE NO_ 5: SOUTHWESTERLY, 52.98 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 86°43'27" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 44°09'55" WEST, 48.06FEET; COURSE NO. 6: SOUTH 87°31'38" WEST, 17.◊3 FEET TO A POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AND RECORDED IN OFFICIAL RECORDS BOOK 5456, PAGE 1683 OF THE PUBLIC
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Page 2 of 4

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RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 00°48'1I" EAST, 200.33 FEET; COURSE NO. 2 SOUTH 87°31'38" WEST, 289.47FEET TO A POINT ON THE BOUNDARY OF AFORESAID TRACT FD-2; THENCE RUN THE FOLLOWING FOUR (4) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. I: NORTH 00°48'11" EAST, 1,111.00 FEET; COURSE NO 2: SOUTH 87°28'42" WEST, 1,002.41 FEET; COURSE NO. 3: NORTH 00°48'45" EAST, 335.13 FEET; COURSE NO. 4: SOUTH 87°27'58" \.VEST, 857.11FEET;THENCENORTH02°3l'19' \VEST, ADISTANCEOF 104.67FEETTOAPOINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 190.42 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HA\/ING A RADIUS OF 105.00 FEET, THROUGH A CENTRAL ANGLE OF I03°54'28' AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 51°57'14" EAST, 165.38 FEET; THENCE NORTH 02°31'19" WEST, A DISTANCE OF 234.55 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 110.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HA \/ING A RADIUS OF 95.00 FEET, THROUGH A CENTRAL ANGLE OF 66°46'31' AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 34°13'00' EAST, 104.56 FEET; THENCE NORTH 00°49'45" EAST, A DISTANCE OF 37.03 FEET; THENCE NORTH 89°I0'15" WEST, A DISTANCE OF 545.06 FEET TO A POINT ON THE WESTERLY BOUNDARY OF SAID TRACT FD-2; THENCE NORTH 00°49'30" EAST, ALONG THE WESTERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF 160.00 FEET TO THE POINT OF BEGINJ\.'ING.

CONTAINING 8,617,083 SQUARE FEET OR 197.821 ACRES, MORE OR LESS.

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EXHIBIT 6

RESOLUTION 2022-36

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT EXPRESSING ITS INTENT TO UTILIZE THE UNIFORM METHOD OF LEVYING, COLLECTING, AND ENFORCING NON-AD VALOREM ASSESSMENTS WHICH MAY BE LEVIED BY THE HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT IN ACCORDANCE WITH SECTION 197.3632, FLORIDA STATUTES; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the Hacienda North Community Development District (the “District”) was established pursuant to the provisions of Chapter 190, Florida Statutes, which authorizes the District to levy certain assessments which include benefit and maintenance assessments and further authorizes the District to levy special assessments pursuant to Chapter 170, Florida Statutes, for the acquisition, construction, or reconstruction of assessable improvements authorized by Chapter 190, Florida Statutes; and
WHEREAS, the above-referenced assessments are non-ad valorem in nature and, therefore, may be collected under the provisions of Section 197.3632, Florida Statutes, in which the State of Florida has provided a uniform method for the levying, collecting, and enforcing such non-ad valorem assessments; and
WHEREAS, pursuant to Section 197.3632, Florida Statutes, the District has caused notice of a public hearing to be advertised weekly in a newspaper of general circulation within Collier County, Florida for four (4) consecutive weeks prior to such hearing.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. The Hacienda North Community Development District upon conducting its public hearing as required by Section 197.3632, Florida Statutes, hereby expresses its intent to use the uniform method of collecting assessments imposed by the District as provided in Chapters 170 and 190, Florida Statutes, each of which are non-ad valorem assessments which may be collected annually pursuant to the provisions of Chapter 190, Florida Statutes, for the purpose of paying principal and interest on any and all of its indebtedness and for the purpose of paying the cost of operating and maintaining its assessable improvements. The legal description of the boundaries of the real property subject to a levy of assessments is attached and made a part of this Resolution as Exhibit A. The non-ad valorem assessments and the District’s use of the uniform method of collecting its non-ad valorem assessment(s) may continue in any given year when the Board of Supervisors determines that use of the uniform method for that year is in the best interests of the District.

SECTION 2. The District’s Secretary is authorized to provide the Property Appraiser and Tax Collector of Collier County and the Department of Revenue of the State of Florida with a copy of this Resolution and enter into any agreements with the Property Appraiser and/or Tax Collector necessary to carry out the provisions of this Resolution.
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.
PASSED AND ADOPTED this 19th day of September, 2022.

ATTEST:	HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT

Secretary	Chairman, Board of Supervisors

Exhibit A:	Legal Description

EXHIBIT A

LEGAL DESCRIPTION

BEING A PORTION OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, ALSO BEING ALL OF TRACT FD-1, HACIENDA LAKES OF NAPLES – PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, TOGETHER WITH PORTIONS OF SECTIONS 13, 14 AND 23, TOWNSHIP 50 SOUTH, RANGE 26 EAST, COLLIER COUNTY, FLORIDA, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

COMMENCE AT THE NORTHWEST CORNER OF TRACT FD-2, HACIENDA LAKES OF NAPLES, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: SOUTH 00°50'27" WEST, 344.07 FEET; COURSE NO. 2: SOUTH 00°49’30” WEST, 255.61 FEET TO THE POINT OF BEGINNING OF THE PARCEL OF LAND HEREIN DESCRIBED; THENCE SOUTH 89°10'15" EAST, A DISTANCE OF 563.89 FEET TO A POINT OF CURVATURE; THENCE EASTERLY, 182.19 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF 530.00 FEET, THROUGH A CENTRAL ANGLE OF 19°41'43" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 79°19'24" EAST, 181.29 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 23.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 38°15'49" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 88°36'27" EAST, 22.94 FEET TO A POINT OF REVERSE CURVATURE; THENCE EASTERLY, 95.07 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF 110.00 FEET, THROUGH A CENTRAL ANGLE OF 49°31'14" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 82°58'44" EAST, 92.14 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 212.96 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHWESTERLY, HAVING A RADIUS OF 570.00 FEET, THROUGH A CENTRAL ANGLE OF 21°24'22" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 47°30'56" EAST, 211.72 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHERLY, 91.60 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE WESTERLY, HAVING A RADIUS OF 110.00 FEET, THROUGH A CENTRAL ANGLE OF 47°42'50" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 12°57'20" EAST, 88.98 FEET TO A POINT OF REVERSE CURVATURE; THENCE SOUTHERLY, 29.49 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 48°16'55" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 13°14'22" EAST, 28.63 FEET TO A POINT OF COMPOUND CURVATURE; THENCE SOUTHEASTERLY, 198.92 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 220.00 FEET, THROUGH A CENTRAL ANGLE OF 51°48'25" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 63°17'02" EAST, 192.22 FEET; THENCE SOUTH 89°11'15" EAST, A DISTANCE OF 17.82 FEET TO A POINT OF THE EASTERLY BOUNDARY OF A 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 673, PAGE 1843 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE NORTH 00°48’45” EAST, ALONG THE EASTERLY BOUNDARY OF SAID FLORIDA POWER AND LIGHT EASEMENT, CONTINUING ALONG THE EASTERLY BOUNDARY OF AN EXISTING 170.00 FOOT WIDE FLORIDA POWER AND LIGHT EASEMENT, AS RECORDED IN OFFICIAL RECORDS BOOK 668, PAGE 1751 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA, A DISTANCE OF 708.91 FEET TO A POINT ON THE BOUNDARY OF SAID TRACT FD-2; THENCE RUN THE FOLLOWING FIFTEEN (15) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 87°25'45" EAST, 2,004.48 FEET; COURSE NO. 2: SOUTH 00°47'37"
WEST, 671.11 FEET; COURSE NO. 3: NORTH 87°27'14" EAST, 668.22 FEET; COURSE NO. 4: SOUTH
00°47'14" WEST, 671.39 FEET; COURSE NO. 5: NORTH 87°28'42" EAST, 1,336.55 FEET; COURSE (6) NORTH
87°30'06" EAST, 504.61 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 7: SOUTHERLY, 166.87 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 9,860.00 FEET, THROUGH A CENTRAL ANGLE OF 00°58'11" AND BEING SUBTENDED BY

A CHORD THAT BEARS SOUTH 16°32'15" WEST, 166.87 FEET; COURSE NO. 8: SOUTH 16°03'09" WEST,
370.15 FEET TO A POINT OF CURVATURE; COURSE NO. 9: SOUTHWESTERLY, 788.77 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 1,580.00 FEET, THROUGH A CENTRAL ANGLE OF 28°36'11" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 30°21'15" WEST, 780.60 FEET; COURSE NO. 10: SOUTH 44°39'20" WEST, 705.32 FEET; COURSE NO. 11: NORTH 45°20'40" WEST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 12: SOUTHWESTERLY, 146.11 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAVING A RADIUS OF 2,390.00 FEET, THROUGH A CENTRAL ANGLE OF 03°30'10" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 42°54'15" WEST, 146.09 FEET; COURSE NO. 13: SOUTH 48°50'49" EAST, 20.00 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 14: SOUTHERLY, 1,669.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 2,370.00 FEET, THROUGH A CENTRAL ANGLE OF 40°21'59" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 20°58'11" WEST, 1,635.40 FEET; COURSE NO. 15: SOUTH 00°47'07" WEST, 127.52 FEET TO THE SOUTHEASTERLY CORNER OF SAID TRACT FD-2; THENCE SOUTH 87°37'31" WEST, ALONG THE SOUTHERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF
20.03 FEET TO A POINT ON THE BOUNDARY OF TRACT FD-1, HACIENDA LAKES OF NAPLES – PHASE II, ACCORDING TO THE PLAT THEREOF AS RECORDED IN PLAT BOOK 61, PAGES 16 AND 17 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING FIVE (5) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-1; COURSE NO. 1: SOUTH 00°47'12" WEST,
820.13 FEET; COURSE NO. 2: NORTH 89°12'48" WEST, 120.00 FEET; COURSE NO. 3: NORTH 00°47'12"
EAST, 163.01 FEET; COURSE NO. 4: SOUTH 87°37'31" WEST, 20.03 FEET; COURSE NO. 5: NORTH 00°47'14" EAST, 650.49 FEET TO THE NORTHWEST CORNER OF SAID TRACT FD-1, ALSO BEING THE SOUTHWESTERLY CORNER OF TRACT FD-2 OF AFORESAID HACIENDA LAKES OF NAPLES PLAT; THENCE RUN THE FOLLOWING ELEVEN (11) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-
2 OF LAST SAID PLAT; COURSE NO. 1: NORTH 00°47'14" EAST, 136.36 FEET TO A POINT OF CURVATURE; COURSE NO. 2: NORTHERLY, 1,302.67 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE EASTERLY, HAVING A RADIUS OF 2,530.00 FEET, THROUGH A CENTRAL ANGLE OF 29°30'04" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 15°32'13" EAST, 1,288.33 FEET; COURSE NO. 3: NORTH 87°33'06" EAST, 5.70 FEET; COURSE NO. 4: NORTH 00°47'03" EAST, 671.53 FEET;
COURSE NO. 5: SOUTH 87°31'38" WEST, 334.19 FEET; COURSE NO. 6: SOUTH 89°44'23" WEST, 134.31
FEET; COURSE NO. 7: NORTH 04°44'35" WEST, 0.82 FEET; COURSE NO. 8: SOUTH 87°31'38" WEST, 105.71 FEET TO A POINT OF CURVATURE; COURSE NO. 9: WESTERLY, 181.37 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHERLY, HAVING A RADIUS OF 940.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 181.09 FEET TO A POINT OF REVERSE CURVATURE; COURSE NO. 10: WESTERLY, 192.95 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHERLY, HAVING A RADIUS OF 1,000.00 FEET, THROUGH A CENTRAL ANGLE OF 11°03'18" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 81°59'59" WEST, 192.65 FEET; COURSE NO. 11: SOUTH 87°31'38" WEST, 598.35 FEET TO A POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AS “AMENDED AND RESTATED NOTICE OF ESTABLISHMENT OF HACIENDA LAKES COMMUNITY DEVELOPMENT DISTRICT (NOTICE OF AMENDED BOUNDARIES)” AND RECORDED IN OFFICIAL RECORDS BOOK 5500, PAGE 3229 OF THE PUBLIC RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING SIX (6) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 04°34'13" WEST,
60.04 FEET TO A POINT ON A NON-TANGENTIAL CURVE; COURSE NO. 2: NORTHWESTERLY, 56.98 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF
35.00 FEET, THROUGH A CENTRAL ANGLE OF 93°16'33" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 45°50'05" WEST, 50.89 FEET; COURSE NO. 3: NORTH 89°11'49" WEST, 80.00 FEET; COURSE NO. 4: SOUTH 00°48'11" WEST, 8.59 FEET TO A POINT OF CURVATURE; COURSE NO. 5: SOUTHWESTERLY, 52.98 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 35.00 FEET, THROUGH A CENTRAL ANGLE OF 86°43'27" AND BEING SUBTENDED BY A CHORD THAT BEARS SOUTH 44°09'55" WEST, 48.06 FEET; COURSE NO. 6: SOUTH 87°31'38" WEST, 17.03 FEET TO A POINT ON THE BOUNDARY OF THOSE CERTAIN LANDS DESCRIBED AND RECORDED IN OFFICIAL RECORDS BOOK 5456, PAGE 1683 OF THE PUBLIC

RECORDS OF SAID COLLIER COUNTY, FLORIDA; THENCE RUN THE FOLLOWING TWO (2) COURSES ALONG THE BOUNDARY OF LAST SAID LANDS; COURSE NO. 1: NORTH 00°48'11" EAST, 200.33 FEET; COURSE NO. 2: SOUTH 87°31'38" WEST, 289.47 FEET TO A POINT ON THE BOUNDARY OF AFORESAID TRACT FD-2; THENCE RUN THE FOLLOWING FOUR (4) COURSES ALONG THE BOUNDARY OF SAID TRACT FD-2; COURSE NO. 1: NORTH 00°48'11" EAST, 1,111.00 FEET; COURSE NO. 2: SOUTH 87°28'42"
WEST, 1,002.41 FEET; COURSE NO. 3: NORTH 00°48'45" EAST, 335.13 FEET; COURSE NO. 4: SOUTH 87°27'58" WEST, 857.11 FEET; THENCE NORTH 02°31'19" WEST, A DISTANCE OF 104.67 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 190.42 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE SOUTHEASTERLY, HAVING A RADIUS OF 105.00 FEET, THROUGH A CENTRAL ANGLE OF 103°54'28" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 51°57'14" EAST, 165.38 FEET; THENCE NORTH 02°31'19" WEST, A DISTANCE OF 234.55 FEET TO A POINT ON A NON-TANGENTIAL CURVE; THENCE NORTHEASTERLY, 110.72 FEET ALONG THE ARC OF A CIRCULAR CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 95.00 FEET, THROUGH A CENTRAL ANGLE OF 66°46'31" AND BEING SUBTENDED BY A CHORD THAT BEARS NORTH 34°13'00" EAST, 104.56 FEET; THENCE NORTH 00°49'45" EAST, A DISTANCE OF 37.03 FEET; THENCE NORTH 89°10'15" WEST, A DISTANCE OF 545.06 FEET TO A POINT ON THE WESTERLY BOUNDARY OF SAID TRACT FD-2; THENCE NORTH 00°49'30" EAST, ALONG THE WESTERLY BOUNDARY OF SAID TRACT FD-2, A DISTANCE OF 160.00 FEET TO THE POINT OF BEGINNING.

CONTAINING 8,617,083 SQUARE FEET OR 197.821 ACRES, MORE OR LESS.

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REMAINDER

(UNPLATTF (P

S. 1/4 CORNER SECTION 11
N. 1/4 CORNER SECTION 14
�

TRACT FD-?
10)

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BOUNDARY
TRACT 0-2�

ABBREVIA I IONS
808	= BASIS OF BEARING C/L = CENTERLINE
FPL = FLORIDA POWER AND LIGHT
P.8.  = PLAT BOOK
O.R. = OFFICIAL RECORDS BOOK PG.. = PAGE
P.O.C. = POINT OF COMMENCEMENT
P.0.8. = POINT OF BEGINNING PSM = PROFESSIONAL SURVEYOR
AND MAPPER
R/W  = RIGHT OF WAY LINE

I	LINE TAP E

NOTES
I. BEARINGS SHOWN HEREON ARE BASED ON THE NORTH LINE OF TRACT FD-2, HACIENDA LAKES OF NAPLES, PLAT BOOK 55, PAGES 10 THROUGH 21 (INCLUSIVE) OF THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA, AS BEING NORTH 87"25'45" EAST AND RELATE TO THE STA TE PLANE COORDINATE

(UNPLATT

SOUTHERLY	c-,
BOUNDARY	d,
TRACT D-2\ "--

NW. CORNER TRACT FD-1
S.W. CORNER TRACT
BOUNDARY TRACT

0-1

N N 0
<:!
N

LINE LB L9 L10 L11 L12 L13 L14 L15 L16 L17 L18 L19 L20 L21

LENGTH 708.91'
671.11'
668.22'
671.39'
504.61'
370.15'
705.32'
20.00'
20.00'
127.52'
20.03'
820.13'
120.00'
163.01'

BEARING
N oo·48' 45" E
S 00·47'37" W N 87"27'14" E S 00·47'14" W N 87"30'06" E
S 16"03'09" W S 44·39'20" W N 45"20' 40" W
S 48"50' 49" E S 00·47'07" W S 87"37'31" W S 00·47'12" W N 89"12'48" W
N 00"47'12" E

SYSTEM ESTABLISHED BY THE NATIONAL GEODETIC SURVEY FOR FLORIDA EAST ZONE, 1983
DA TUM WITH 1990 ADJUSTMENT
SUBJECT TO EASEMENTS, RESERVATIONS AND RESTRICTIONS OF RECORD.
LINE NUMBERS LI-L7,
L40-L47 AND L59-L61 HA VE BEEN INTEN

HACIENDA LAKES OF NAPLES PHASE II
(P.B. 61, PAGE 1 17)

ESPLANADE AT HACIENDA LAKES
PHASE ONE
(P.8. 62, PAGE 13-21)
TEMPORARY CONSTRUCTION ACCESS EASEMENT
(O.R. 5149 PAGE 881

--------

ION 23

AZURE AT HACIENDA LAKES OF
NAPLES PHASE II
(P.B. 62, PAGE 13-21)

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V,

I	CURVE TAP E

L34	8.59'	S 00"48'11" W		C18	35.00	86"43'27"	52.98'	48.06'	S 44·09'55" W	
L35	17.03'	S 87"31'38" W		C19	530.00	19"41'43"	182.19'	181.29'	S 79"19'24" E	
L36	200.33'	N 00"48'11" E		C20	35.00	38'15'49"	23.37'	22.94'	s ss·35'27" E	
L37	289.47'	S 87"31'38" W		C21	110.00	49"31'14"	95.07'	92.14'	S 82"58' 44" E	
L38	1111.00'	N 00"48'11" E		C22	570.00	21·24•22"	212.96'	211.72'	S 47"30'56" E	
L39	1002.41'	S 87"28'42" W		C23	110.00	47"42'50"	91.60'	88.98'	S 12'57'20" E	

						
CURVE	RADIUS	DELTA	LENGTH	CHORD	CHORD BEARING	
C10	9860.00	0"58'11"	166.87'	166.87'	S 15·32'15" W	
C11	1580.00	28"36'11"	788. 77'	780.60'	S 30·21•15" W	

L29 L30 L31 L32 L33

L22	20.03'	S 87"37'31" W	
L23	650.49'	N 00"47'14" E	
L24	136.36'	N 00"47'14" E	
L25	5.70'	N 87"33'06" E	
L26	671.53'	N 00"47'03" E	
L27	334.19'	S 87"31'38" W	
L28	134.31'	S 89"44'23" W	

0.82'
105.71'
598.35'
60.04'
80.00'

N 04·44'35" W S 87"31'38" W
S 87"31'38" W
N 04"34'13" W
N 89"11'49" W

C12 C13 C14 C15 C16 C17

2390.00
2370.00
2530.00
940.00
1000.00
35.00

3"30'10"
40·21 '59"
29"30'04"
11"03'18"
11·03'18"
93"16'33"

146.11'
1669.72'
1302.67'
181.37'
192.95'
56.98'

146.09'
1635.40'
1288.33'
181.09'
192.65'
50.89'

S 42"54'15" W
S 20"58'11" W
N 15"32'13" E S 81·59'59" W S 81·59'59" W N 45·50'05" W

gN
uCl

�
0z
V,
.µ..J.,
0..

L48 L49 L50 L51 L52 L53

344 07'
255.61'
563.89'
17.82'
335.13'
857.11'

S 00·50'27" W S 00·49'30" W S 89"10'15" E
S 89"11'15" E
N 00"48' 45" E
S 87"27'58" W

C24 C25 C26 C27

35.00
220.00
105.00
95.00

48"16'55"
51"48'25"
103"54'28"
55·45'31"

29.49'
198.92'
190.42'
110.72'

28.63'
192.22'
165.38'
104.56'

S 13"14'22" E
S 63"17'02" E N 57·57'14" E N 34'13'00

0	200	00	800
GRAPHIC SCALE

*NOT A SURVEY*

<(
z
"-
0	L54
L55	104.67'
234.55'	N 02"31'19" W
N 02"31'19" W	
	L56	37.03'	N 00·49'45" E	
�	L57	545.06'	N 89"10'15" W	

<(	L58

160.00'

N 00"49'30

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2022	SKETCH AND DESCRIPTION

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EXHIBIT 7

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ojects.

HACIENDA NORTH COMMUNITY DEVEL0BMENT DISTRICT N0TICE OF THE DISTRICT'S INTENT TO USE THE UNIFORM METHOD OF COLLECTION 0F NON-AD VAL©REM ASSESSMENTS
Notice is hereby given that the Hacienda North Community De­ velopment !District (the "District") intends 'fo use the uniform method of collecting non-ad valorem assessments to be levied by the District pursuant to Section 197.3632, Florida Statutes. The Board of Supervisors of the District will conduct a public hearing on September 19, 2022, at 9:00 a.m., at the ©ffice of Coleman, Yovanovich & Koester, P,.A., Northern Trust Bank Building, 4001 Tamiami Trail N., Suite 300, Naples, Florida 34103.
The purpose of the public hear-ing is to consider the adoption of a resolution authorizing the District to use tlie uniform method of collecting non-ad valorem assessments to be levied by the District on properties located on land included in, or to ge add­ ed to, the District.
The District may levy non-ad valorem assessments for the pur­ pose of financing, acquiring, maintaining an'a/or operating com­ munity development facilities, services and improvements with­ in and without the boundaries of the ll>istri<rt, to <1onsist of, among other things, roadways, potable water clistr-ibution �s­ tems, reclaimed water distribution systems, wastewater, GolleG'­ tion systems, stormwa'l:er management systems, recreational fa­ cilities, landscape and hardscape improvements, and other im­ provements and any other lawful projects or services of the District.
Owners of the properties to 6e assessed and other interested parties may appear at the publk hearing and be heard regari:1- ing the use of the ul'liform method of collecting such non-ad valorem assessments. This hearing is OBen to the public and will be conducted in aGcordance with the provisions of Florida law for community aevelopment districts. Tt;ie public hearing may be continued to a date, time and location to be specified on the record at the hearing. There may be occasions when Supervi­ sors or staff may participate by speaker telephone.
Pursuant to provisions of the Americans with G>isabilities Act, any person requiring special accommodations to participate in the hearing and/or meeting is asked to contact ti-le District Of­ fice at (239) 269-1341, at least 48 hours before the hearing and/or meeting. If you are hearing or spee1;h impaired, please contact the Florida Relay Service at (800) 955-8770, who can aid you in contacting the District Office.
Each person who decides to appeal any decision made � the Board with respect to any matter considered at the h�rmg is
advised that person will nged a record of the proceedings and	rT
that accordingly, the person may need to ensure that a verba- tim reGord of th..e proceedings is made, in<1luding the testimony ana evidence upon which such appeal is to be ba�ed.
District Manager
August 21st, August 28th, September 4th & Septem6er 11th Pub �:	A1&lL.2.!!;.�t. 4, 11.2022 #5379545

	

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iramment" Plil,IFGil'ttR!�llU®lll""���'9"-""'!'�-----'!'t""	­ 
www.boem.gov/oil-gas-energy/national-prggram/natlonaKXS'Ot   l-and-gas-leasing-program-2023-2028#tabs-3·g31,
In addition to the virtual open house meetings listed a6ove1 BOEM will host one virtual oral public comment meeting where
participants can provide oral comments to BOEM staff on the record with a court reporter. This meeting wilf be held on Mon­ day, September 12, from 5-8pm EDT.

Aug 26-28, 2022

To learn more about the process, attend a virtual meeting, or request special assistance or interpretation services, visit https:// www.boem.gov/oil-gas-energy/national-program/national-ocs-oi l-and-gas-leasing-program-2023-2028.
sw•mrn11maa  .-a@a1smn11a

HACIENDA NORTH COMMUNITY DEVELO'PMENT DISTRICT NOTICE OF THE DISTRICT'S INTENT TO USE THE UNIFORM METHOD OF COLLECTION OF NON-AD VALOREM ASSESSMENTS

Notice is hereby given that the Hacienda North Community De­ velopment District (the "District") intends to use the uniform method of collecting non-ad valorem assessments to be levied by the District pursuant to Section 197.3632, Florida StatuteS! The Board of Supervisors of the District will conduct a publi� hearing on September 19, 2022, at 9:00 a.m., at the Office of Coleman, Yovanovich & Koester, P.A., Northern Trust Bank Building, 4001 Tamiami Trail N., Suite 300, Naples, Florida 34103.
The purpose of the public hearing is to consider the adoption of a resolution authorizing the District to use the uniform method of collecting non-ad valorem assessments to be levied by the District on properties located on land included in, or to be add! ed to, the District.
The District may levy non-ad valorem assessments for the pur­ pose of financing, acquiring, maintaining and/or operating com­ munity development facilities, services and improvements with­ in and without the boundaries of the District, to consist of; among other things, roadways, potable water distribution sys� terns, reclaimed water distribution systems, wastewater collec• tion systems, stormwater management systems, recreational fa; cilities, landscape and h;µ-dscape improvements, and other im, provements and any other lawful projects or services of the District.

Owners of the properties to be assessed and other interested parties may appear at the public hearing and be heard regard­ ing the use of the unifo/m method of collecting such non-ad valorem assessments. This hearing is open to the public and will be conducted in accordance with the provisions of Florida law for community development districts. The public hearing may be continued to a date, time and location to be specified on the record at the hearing. There may be occasions when Supervi­ sors or staff may participate by speaker telephone.

r

r

Pursuant to provisions of the Americans witfi Disabilities Adi any person requiring special accommodations to participate iQ the hearing and/or meeting is asked to conta«f the Distris: Oft fice at (239) 269-1341, at least 48 hours before the hearin� and/or meeting. If you are hearing or speech impaired, please contact the Florida Relay Service at (800) 955-8770, who can aid you in contacting the District Office.
Each person who decides to appeal a".}' decision made by the Board with respect to any matter considered at the hearing is advised that person will need a record of the proceedings an� that accordingly, the person may need to ensure that a verba­ tim record of the proceedings is made, including the testimonsi and evidence upon which such appeal is to be based.	•
District Manager
August 21st, August 28th, September 4th & September 11th Pub Date: Aug. 21, 28; Sept. 4, 11, 2022 #5379545
CLASSIF-IE
Finci Cars, Jobs,	r
At=>�rtments & m@re!
Search or €1assifieds in your area.

er persons having claims or
,n whom a copy of this no­ their claims with this court AFTER THE TIME OF THE OR 30 DAYS AFTER THE
NOTICEON THEM.
and other persons having it's estate must file their NTHS AFTER THE DATE OF
:E.
TIME PERIODS SET FORTH
� PROBATE CODE WILL BE
\JG THE TIME PERIOD SET
/0 (2) YEARS ©R MOR:E AF­ IS BARRED.
tice is: August 4, 2022.
V. ISON
11Representative RIC ANDERSON, P.A.
h Avenue South,
)0
Florida 34102

m,nn•=-

Aug.28,Sep.4,2022

MEETINGS LOPMENT DISTRICT
gs of the Board of Supervi­
?velopment District, which
,rough September 30, 2023,
, on the see0nd Thursday of 1an, Yovanovich & Koester,
, 300 Naples, Florida 34103,

12

23
c and will be conducted in 'lorida Law for Community e agenda for each meeting of the District Manager, 7th Street, Fort Lauderdale, it least seven (7) days in ad­ he Agenda's 'jllill·be posted
entscdd.org
continued to a date, time t the meeting.
the Americans with Disabil- 1 accommodations or an in­ eetings should contact the
,e (5) days prior to the date or speech impaired, please t 1-800-955-8770, for assis-

decision made with respect oard meetings, such person ings and such person may cord of the proceedings 1s ch record includes the testi­ eal is based.
strict

In	itli tfle gr,	-
ities  , any person requi	-
terpreter to participate at t ese	• • e E>istrict Manager at (954) 658-4900, at least five (5) days prior to the date of the meetings. If you are hearing or speech impaired, please contact the Florida Relay Service at 1-800-955-8770, for assistance in contacting the District Office.
If any person decides to appeal any decision made with respect to any matter considered at these board meetings, such person will need a record of the proceedings and sueh person may need to ensure that a verbatim record of the proceedings 1s made at their own expense and which record incluees the testi­ mony and evidence on which the appeal is based.•
Wentworth Estates Community Development District James P. Ward, District Manager
Sept 4, 2022	#5385912	

HACIENDA NORTH <:OMMUNITY DEVELOPMENT WSTRl€T
NOTICE OF JHE DISTRICT'S INTENT TO USE Tt\E UNIFORM METHOD OF COLLECTION OF NON-AD VALOREM ASSESSMENTS
Notice is hereby given that the Hacienda North Community De­ velopment District (the "District") intends to use the uniform method of collecting non-ad valorem assessments to be levied by the ll>istrict pursuant to Section 197.3632, Florida Statutes. The Board of Supervisors of the District will conduGt:,apublic hearing on September 19, 2022, at 9:00 a.m., at tfle Office of Coleman, Yovanovich & Koester, P.A., Northern Trust Bank Building, 4001 Tamiami Trail N., Suite 300, Naples, Florida 34103.
The purpose of the public hearing is to consider the adoption of a resolution authorizing the District to use the uniform method of collecting non-ad val0rem assessments to be levied by the District on properties located on land included in, or to be add­ ed to, the District.
The District may levy non-ad valorem assessments for the pur­ pose of financing, acquiring, maintaining and/or operating com­ munity development facilities, services and improvements with­ in and without the boundaries of the ll>istrict, to consist of, among other things, roadways, potable water distribution sys­ tems, reclaimed water distribution systems, wastewater collec­ tion systems, stormwater management systems, recreational fa­ cilities, landscape and hardscape improvements, and other im­ provements and any other lawful projects or servic.es of tlie District.
Owners of the properties to be assessed and other interest'ed parties may appear at the public hearing and be heard regard­ ing the use of the uniform method of collecting such non-ad valorem assessments. This hearing is open to ttie public and will be conducted in accordanc.e with the provisions of Flor,ida law for community development districts. The public hearing may be continued to a date, time and location to be specified on the record at the hearin�. There may be occasions when Supervi­ sors or staff may participate by speaker telephone.
Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in the hearing and/or meeting is asked to contact the District Of­ fice at (239) 269-1341, at least 48 hours before the hearing and/or meeting. If you are hearing or speech impaired, please contact the Florida Relay Service at (800) 955-8770, who can aid you in contacting the District Office.

r

Each person who decides t0 appeal any decision made by the Board with respect to any matter considered at the hearing is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verba­ tim record of the proceedings is made, including the testimony and evidence upon which such appeal is to be based.
District Manager
August 21st, August 28th, September 4th & September 11th P.Y!> Dgte: A.!!9, 21,_2a;_ Sfillt.� 1L.2022 #�379�5

EXHIBIT 8

HACIENDA NORTH COMMUNITY DEVELOPMENT DISTRICT
Suite 100, 707 Orchid Drive
	Naples, FL 34102	
4
5
6	MINUTES OF MEETING
7

Board of Supervisors Meeting		
Wednesday August 15, 2022, 10:19 a.m.	
8490 Viale Circle		
Naples, Florida 34114		
Present and constituting a quorum were:	
Maritza Aguiar	Board Member	
Dwight Nadeau	Board Member (Sworn in)	
Gary Hains	Board Member	
Clifford “Chip” Olson	Board Member	
Absent:		
Bob Mulhere	Board Member	
Also present were:		
Russ Weyer	District Manager, Real Estate Econometrics, Inc.	
Greg Urbancic	District Counsel,	
	Coleman, Yovanovich & Koester, P.A.	
David Torres	Hacienda Lakes of Naples LLC	
Jacquelyn Larocque	Atwell, LLC	
FIRST ORDER OF BUSINESS	Call to Order and Roll Call	

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
Mr. Weyer called the meeting to order and proceeded with the roll call. The members in
attendance are as outlined above. He noted that the meeting was advertised according to
Florida Statute requirements. 38
SECOND ORDER OF BUSINESS
40
41	Mr. Weyer noted that the Florida Statutes require that there be an opportunity for Public
42	Comment.
43
44	There were no public comments. 45

1	THIRD ORDER OF BUSINESS	Organization Matters
2
Mr. Urbancic gave the Oaths of Office to Mr. Nadeau. Mr. Urbancic proceeded to
review Board Member obligations and requirements. For the record, Mr. Urbancic
affirmed Mr. Nadeau’s signature and notarized his Oath of Office. 6
A.	Consideration of Resolution 2022-30: Approval of the proposes budget for FY 2022-
2023 and setting a public hearing date.
9
Mr. Weyer gave a brief overview of the budget. He said that all assessment revenues will
be derived from He pointed out that the costs for this upcoming fiscal year are all
administrative as there will not be any District assets to operate or manage until the
infrastructure is in place. The field operations costs will begin in the next fiscal year. 14
15	He noted that he estimates 8 board meetings in the upcoming fiscal year and that the

On MOTION by Mr. Olson and seconded by Ms. Aguiar, with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved Resolution 2022- 30 Approving the Fiscal Year 2022-2023 Annual Operations & Maintenance Budget.

16	auditing costs will be minimal due to the current abbreviated fiscal year. 17
18
19
20
21
22
23	FOURTH ORDER OF BUSINESS	Administrative Matters
24
25	A.	Consideration of Resolution 2022-31: Designating the Officers of the District for
26	Fiscal Year 2022-2023.
27
28	Mr. Weyer recommended the following slate of officers: 29
Robert Mulhere	Chairman
Maritza Aguiar	Vice Chairman
Russ Weyer	Secretary
Russ Weyer	Treasurer
Clifford Olson	Assistant Secretary
Dwight Nadeau	Assistant Secretary
Gary Hains	Assistant Secretary 37

On MOTION by Mr. Nadeau and seconded by Mr. Olson with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved Resolution 2022- 31 Designating the Officers of the District for FY 2022-2023.

38	There was no further discussion. 39
40
41
42
43
44

B.	Consideration of Resolution 2022-32: Adopting the Fiscal Year 2022-2023 Meeting
Dates.
3
Mr. Weyer said that he kept the same dates as the Hacienda Lakes Community
Development District. All meetings didn’t change other than the location for the August
meeting may again switch to Esplanade since the Hacienda Lakes CDD meeting is held
there and that won’t be a problem since that meeting is a public hearing and we will have
to advertise it anyway. 9
The date for the November 21st meeting is switched to November 22nd to coincide with
the Hacienda Lakes CDD meeting date change. 12

On MOTION by Ms. Aguiar and seconded by Mr. Nadeau with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved Resolution 2022- 32 adopting the FY 2022-2023 District meeting dates.

13	There was no further discussion. 14
15
16
17
18
C.	Consideration of Resolution 2022-33: Resetting the public hearing date for the
District’s intent to use the uniform method for the levy collection and enforcement
of non-ad valorem special assessments.
22
23	Mr. Weyer said this amended Resolution 2022-24 passed in July. There wasn’t enough
24	time to run the required ads since this schedule requires 1 ad each week for 4 consecutive
25	weeks.
26

On MOTION by Mr. Olson and seconded by Mr. Hains with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved Resolution 2022-32, Resetting the public hearing date for the District’s intent to use the uniform method for the levy collection and enforcement of non-ad valorem special assessments.

27	There was no further discussion. 28
29
30
31
32
33
34	D.	Approval of the July 13, 2022 Landowner Meeting Minutes.
35
36	Mr. Weyer presented the July 13, 2022 landowner meeting minutes. 37

On MOTION by Mr. Nadeau and seconded by Ms. Aguiar with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved the meeting minutes from the July 13, 2022 Landowner Meeting Minutes.

38	There was no discussion. 39
40
41
42
43
44
45
46

1	E.	Approval of the July 13, 2022 Organizational Meeting Minutes.
2
3	Mr. Weyer presented the July 13, 2022 organizational meeting minutes. 4

On MOTION by Mr. Olson and seconded by Mr. Nadeau with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved the meeting minutes from the July 13, 2022 Organizational Meeting Minutes.

5	There was no discussion. 6
7
8
9
10
11	F.	Authorization for the District to prepare and implement RFQ Process for
12	Engineering Firm.
13
14	Mr. Urbancic said that the District requires Board authorization under Florida Statute
15	287.055, the Consultant’s Competitive Negotiation Act (CCNA), to implement an RFQ
16	process for a District Engineering Firm. Mr. Weyer presented the form of scoring. 17

On MOTION by Mr. Olson and seconded by Ms. Aguiar with all in favor, the Board of Supervisors of the Hacienda North Community Development District authorized District Management to prepare and implement the RFQ Process for a District Engineering Firm.

18	There was no discussion. 19
20
21
22
23
24
25	FIFTH ORDER OF BUSINESS	Business Matters
26
27	A.	Consideration of Mattice Business Services Proposal for FY 2022-2023.
28
Mr. Weyer presented the FY 2022-2023 proposal for Mattice Business Services accounting
services. He said that she helps with the trustee account monthly journal entries and is a
tremendous help when the District goes through the auditing process. She will also be very
helpful in setting up the new accounts in Quickbooks. 33

On MOTION by Mr. Nadeau and seconded by Mr. Hains, with all in favor, the Board of Supervisors of the Hacienda North Community Development District approved the Mattice Business Services Proposal for FY 2022-2023.

34	There was no further discussion. 35
36
37
38
39
SIXTH ORDER OF BUSINESS	Financial Matters
41
Mr. Urbancic noted that we will have the assessment process at the next meeting. The validation
is filed. Judge Brody has been appointed to the case and she unilaterally selected October 31st as
the hearing date. The hearing will be via Zoom and we need to make sure that David Torres, Russ
Weyer and Jackie Larocque are available. Mr. Torres noted that there is a 30-day appeal process
so the bond issue should happen right after the appeal process expires in early December.

Mr. Weyer asked Mr. Torres for the contractual assessment levels that will drive the assessment
methodology report. Mr. Urbancic said that we need to get our heads together to keep the
processes concurrent.
4
5
6	SEVENTH ORDER OF BUSINESS	Staff Reports
7
8
9	Manager’s Report –
10
11	1. Mr. Weyer had nothing further to report. 12
13	Attorney’s Report –
14
15	Mr. Urbancic had nothing further to report. 16
17	Engineer’s Report –
18
19	Ms. Larocque had nothing further to report. 20
21	NINTH ORDER OF BUSINESS	Supervisors Requests
22
23	There were no Supervisor Requests. 24
25	TENTH ORDER OF BUSINESS	Public Comments
26
27	There were no public comments. 28
29
30	ELEVENTH ORDER OF BUSINESS	Adjournment
31

On MOTION by Mr. Olson and seconded by Ms. Aguiar, with all in favor, the meeting of the Board of Supervisors of the Hacienda North Community Development District was adjourned.

32
33
34
35
36
37
38
39	 		 		
40	Secretary/Assistant Secretary	Chairperson/Vice-Chairperson	
41			
42			
43			
44	 		 		
45	Print Name	Print Name	
46			

EXHIBIT 9

Hacienda Lakes Community Development District Cash Flow
August 1, 2022 - August 30, 2022

Total
Income
1363116 Off Roll Assessments	27,087.00

Total Revenue	$	27,087.00

Expenses		
1100000 Administrative		
1511001 P/R - Board of Supervisors		1,600.00	
1512100 Management Consulting Services		5,000.00	
1513014 Website Hosting & Management		0.00	
1513020 Office Expense		129.07	
1513048 District Filing Fee		100.00	
1513055 Legal Advertising		1,008.00	
1513060 Assessment Administration Servi		0.00	
1513070 Auditing Services		0.00	
1513075 Accounting Services		0.00	
1513080 Engineering Services		0.00	
1513100 Insurance- General Liability		0.00	
1514010 Legal Services		6,546.75	
1549001 Miscellaneous Services		0.00	
Total 1100000 Administrative	$	14,383.82	
1160000 Field Operations			
1531010 Electricity - General		0.00	
1572010 LANDSCAPING & MAINTENANCE		0.00	
1572013 Irrigation Pump Maintenance		0.00	
1572014 Irrigation Repairs		0.00	
1572015 Mulch Installation		0.00	
1572016 Plant Replacement		0.00	
1572018 Tree Trimming		0.00	
1572030 Lake Maintenance		0.00	
1572040 Signage		0.00	
1572042 Holiday Decorations		0.00	
1572060 Water Use Monitoring		0.00	
1572070 Fountain Maintenance		0.00	
1572080 Sable Palm Culvert Cleaning		0.00	
Total 1160000 Field Operations	$	0.00	

2022-2023 Quickbooks On-Line Substription	
$	
605.50	
Total Expenses	$	14,383.82	

Net Cash flow	
$	
12,097.68