TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT

MIAMI-DADE COUNTY REGULAR BOARD MEETING OCTOBER 25, 2022
6:30 P.M.

Special District Services, Inc. 8785 SW 165th Avenue, Suite 200
Miami, FL 33024

www.trailsatmontereycdd.org 786.347.2711 Telephone 877.SDS.4922 Toll Free 561.630.4923 Facsimile

AGENDA TRAILS OF MONTEREY
COMMUNITY DEVELOPMENT DISTRICT
Kendall Executive Center 8785 SW 165th Avenue, Suite 200
Miami, FL 33193
REGULAR BOARD MEETING
October 25, 2022
6:30 p.m.

Call to Order
Proof of Publication	Page 1
Establish Quorum
Accept Resignation of Supervisor Ileana Suarez	Page 2
Appointment to Vacancies
Administer Oath of Office and Review Board Member Duties and Responsibilities
Election of Officers
Additions or Deletions to Agenda
Comments from the Public for Items Not on the Agenda
Approval of Minutes
May 24, 2022 Regular Board Meeting Minutes & PH	Page 3
New Business
Consider Approval of Allstate Resource Management 2023 Increase Notice for Budgeting Purposes	Page 9
Consider Approval of Resolution No. 2022-05 – Authorizing and Adopting an Amended Final Fiscal Year 2021/2022 Budget	Page 10
Discussion Regarding 1860 SW 155th Ave Encroachment	Page 15
Ratify and Approve No Parking Signage Installation	Page 30
Old Business
Administrative Matters
Financial Update…	Page 35
Accept and Receive 2022 Trails at Monterey Annual Engineering Report	Page 40
Accept and Receive 20-Year Stormwater Needs Analysis as required by FS Section 403.9302. Page 46
Board Member/Staff: Additional Comments/Requests
Adjourn

10/17/22, 7:47 AM	Public Notices | Florida Press Association

Miami-Dade County,

Notice Text

Miscellaneous Notices
Published in Miami Daily Business Review on October 17, 2022

Location

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT
FISCAL YEAR 2022/2023 REGULAR MEETING SCHEDULE
NOTICE IS HEREBY GIVEN that the Board of Supervisors of the Trails at Monterey Community Development District will hold Regular Meetings at 6:30 p.m. in the Conference Room at Kendall Executive Center located at 8785 SW 165th Avenue, Suite 200, Miami, Florida 33193, on the following dates:
October 25, 2022
February 28, 2023
April 25, 2023
June 27, 2023
August 22, 2023
The purpose of the meetings is to conduct any business coming before the Board. Meetings are open to the public and will be conducted in accordance with the provisions of law. Copies of the Agendas for any of the meetings may be obtained from the District's website www.trailsatmontereycdd.org or by contacting the District Manager at 786-347-2711 Ext. 2011 and/or toll free at 1-877-737-4922.
From time to time one or two Supervisors may participate by telephone; therefore a speaker telephone will be present at the meeting location so that the Supervisors may be fully informed of the discussions taking place. Said meetings may be continued as found necessary to a time and place specified on the record.
If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based.
In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at 786-347-2711 Ext 2011 and/or toll free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting.
Meetings may be cancelled from time to time without advertised notice. TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT
www.trailsatmontereycdd.org 10/17 22-41/0000625741M

https://www.floridapublicnotices.com

Page 1

1/1

Board of Supervisors
Trails at Monterey Community Development District c/o Special District Services, Inc.,
8785 SW 165th Avenue Suite 200
Miami, FL 33193

RE: Resignation Letter

Dear Board of Supervisors,
Please be advised that I Ileana Suarez-Hale am resigning my position as Board Member and Officer holding Seat #4 of the Trails at Monterey Community Development District Board of Supervisors effective as of 06/15/22.

.	Sin=e ---
lleana Suarez (Hale)
15619 SW 9 lane, Miami FL 33194 ileanashale@gmail.com

Page 2

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT PUBLIC HEARING & REGULAR BOARD MEETING
MAY 24, 2022

CALL TO ORDER

Mrs. Perez called the Trails at Monterey Community Development District (the “District”) Regular Board Meeting of May 24, 2022, to order at 6:44 p.m. in the Kendall Executive Center located at 8785 SW 165th Avenue, Suite 200, Miami, Florida 33193.

PROOF OF PUBLICATION

Mrs. Perez presented proof of publication that notice of the Regular Board Meeting had been published in the Miami Daily Business Review on October 13, 2021, as part of the District’s Fiscal Year 2021/2022 Meeting Schedule, as legally required.

ESTABLISH A QUORUM

Mrs. Perez stated that the attendance of Chairperson Ileana Suarez, Vice Chairperson Juan Sanhueza and Supervisor Carlos Delgado constituted a quorum and it was in order to proceed with the meeting.

Staff in attendance included: District Manager Gloria Perez of Special District Services, Inc.; and General Counsel Ginger Wald of Billing, Cochran, Lyles, Mauro & Ramsey, P.A.

ELECTION OF OFFICERS

This was not required at this time.

ADDITIONS OR DELETIONS TO AGENDA

There were no additions or deletions to the agenda.

COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA

There were no comments from the public for items not on the agenda.

APPROVAL OF MINUTES
March 22, 2022, Regular Board Meeting

The minutes of the March 22, 2022, Regular Board Meeting were presented for approval.

There being no changes, a MOTION was made by Supervisor Sanhueza, seconded by Supervisor Delgado and unanimously passed approving the minutes of the March 22, 2022, Regular Board Meeting, as presented.

Mrs. Perez then recessed the Regular Board Meeting and simultaneously opened the Public Hearing.

PUBLIC HEARING
Proof of Publication

Mrs. Perez presented proof of publication that notice of the Public Hearing had been published in the Miami Daily Business Review on May 4, 2022, and May 11, 2022, as legally required.

Receive Public Comment on Fiscal Year 2022/2023 Final Budget

Mrs. Perez opened the Public Comment portion of the Public Hearing to receive comments on the Fiscal Year 2022/2023 Final Budget. There were no comments.

Mrs. Perez then closed the Public Hearing and reconvened the Regular Board Meeting.

Consider Resolution No. 2022-02 – Adopting a Fiscal Year 2022/2023 Final Budget

Mrs. Perez presented Resolution No. 2022-02, entitled:

RESOLUTION NO. 2022-02
A	RESOLUTION	OF	THE	TRAILS	AT	MONTEREY	COMMUNITY DEVELOPMENT DISTRICT ADOPTING A FISCAL YEAR 2022/2023 BUDGET.

Mrs. Perez read the title of the resolution into the record and stated that it provides for approving and adopting the fiscal year 2022/2023 Final Budget and the non-ad valorem special assessment tax roll (Assessment Levy).

A MOTION was made by Supervisor Delgado, seconded by Supervisor Sanhueza and unanimously passed adopting Resolution No. 2022-02, approving the Fiscal Year 2022/2023 Final Budget, as presented and setting the fiscal year 2022/2023 Final Budget and non-ad valorem special assessment tax roll (Assessment Levy).

OLD BUSINESS
Update on Lake Bank Encroachments

Presented in the meeting book was a list of various properties that were still not in compliance with the encroachments with details on the status per address:

Address	Encroachment Type	Date Last Visit	
Last Actions Taken	
Status	

15471 SW 11 TER	
Palm Trees	
5/16/2022	Letter Sent to the homeowner on 4/22/2022.
Email Received from
Homeowner (Attachment)	
Visited on May 16th, 2022. Violation corrected, except Papaya Tree (see
attachment) Needs to be removed.	

1442 SW 155 CT	
Palm Trees	
5/16/2022	
Letter Sent to the
homeowner on 4/22/2022	On May 16th, 2022, the encroachment persists.
See picture attached.	

15640 SW 16 ST	
Palm Trees	
5/16/2022	
Letter Sent to the homeowner on 4/22/2022	Homeowner called District to advise that he had removed the encroachment. See picture attached.
During May 16th, 2022, visit, we could verify the encroachment was
corrected.	

15659 SW 20 ST	
Palm Trees	
5/16/2022	
Letter Sent to the homeowner on
4/22/2022	During May 16th, 2022, visit, we could notice that
the encroachment was corrected.	

15451 SW 11 TER	
Rocks on the lake shoreline. Palm trees. Structure exceeding property boundaries.	
5/16/2022	Discussed by the Board with the Homeowner during 3/22/22 District's meeting.
Owner's request was denied, and as per the District's Board directions, Improvements must be removed, and area
restored to its original condition.	
Legal
On May 16th, 2022, the encroachment persists.
See picture attached.	

1860 SW 155 AVE	
Palm Trees	
5/16/2022	
Second Letter from District Counsel sent on 4/21/2021	Legal
On May 16th, 2022, the encroachment persists.
See picture attached.	

Each property was reviewed by the Board and a discussion ensued.

A motion was made by Supervisor Delgado and seconded by Supervisor Sanhueza and unanimously passed directing District management to proceed with the removal of the identified and noticed trees and palms after the allotted time-period has passed and pursuant to the corresponding Modern Image proposals.

The following locations were removed from the list, as they are located outside of the District’s boundaries:

2	

1050 SW 154 AVE	

Palm Trees	

4/14/2022	Visited/Pictures taken See Attached Aerial View/Map Taken from
District's Engineers Report	

Out of District's Property.	

2	

1110 SW 154 AVE	

Palm Trees	

4/14/2022	Visited/Pictures taken See Attached Aerial View/Map Taken from
District's Engineers Report	

Out of District's Property.	

2	
15440 SW 10 ST	
Palm Trees	
4/14/2022	Visited/Pictures taken
See Attached Aerial	Out of District's
Property.	

2	

15421 SW 11 TER	

Palm Trees	

4/14/2022	Visited/Pictures taken See Attached Aerial View/Map Taken from
District's Engineers Report	

Out of District's Property.	

Discussion Regarding Javier Brito Response and Request Regarding 15471 SW 11th Terrace Encroachment

The request from Mr. Brito was presented in the meeting book for Boards review and District management requested direction.

The request was denied by the Board and direction for said tree is to be removed.

NEW BUSINESS
Consider Resolution No. 2022-03 – Adopting a Fiscal Year 2022/2023 Meeting Schedule

Mrs. Perez presented Resolution No. 2022-03, entitled:

ROLUTION NO. 2022-03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT, ESTABLISHING A REGULAR MEETING SCHEDULE FOR FISCAL YEAR 2022/2023 AND SETTING THE TIME AND LOCATION OF SAID DISTRICT MEETINGS; AND PROVIDING AN EFFECTIVE DATE.

Mrs. Perez read the title of the resolution into the record and noted that meetings would remain at the same location of the District in the Kendall Executive Center located at 8785 SW 165th Avenue, Suite 200, Miami, FL 33193, with the start time of 6:30 p.m. on the following dates:

October 25, 2022 Amended Budget
February 28, 2023
April 25, 2023 Proposed Budget
June 27, 2023 Final Budget
August 22, 2023

A MOTION was made by Supervisor Delgado, seconded by Supervisor Suarez and unanimously passed adopting Resolution No. 2022-03, approving the Regular Meeting Schedule for Fiscal Year 2022/2023, holding meetings in the Kendall Executive Center located at 8785 SW 165th Avenue, Suite 200, Miami, Florida 33193, as required by law.

Consider Coconut Removal Amendment to Agreement on an As Needed Basis

The Board discussed this item and declined the option for an Amendment.

A MOTION was made by Supervisor Sanhueza, seconded by Supervisor Suarez and unanimously passed providing District management the authority to approve work to be conducted, as deemed necessary and within budget.

ADMINISTRATIVE MATTERS
Financial Update

Mrs. Perez presented the monthly financial statements presented in the meeting book. Available funds as of April 30, 2022, were $263,650.70.

A MOTION was then made by Supervisor Sanhueza, seconded by Supervisor Suarez and unanimously passed ratifying the financial transactions and reports, as presented.

General Election and Candidate Qualifying Period

Mrs. Perez reminded the Board that the official qualifying period for the office of Supervisor runs from noon, Monday, June 13, 2022 through noon, Friday, June 1, 2022. In line with F.S. 99.061(8), the pre- qualifying period begins on May 30, 2022.

A qualifying office may accept and hold qualifying papers submitted not earlier than 14 days prior (Monday, May 30, 2022) to the beginning of the qualifying period to be processed and filed during the qualifying period. [F.S. 99.061(8)] {Please note that our office will be closed on May 30, 2022 in observance of Memorial Day.}

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT
General Election
Ordinance No. 02-124; Adopted 07/09/2002

AS	Seat 1 Olga Nadal	Expires 2024	
V-CHR	Seat 2 Juan Sanhueza	Expires 2024	
AS	Seat 3 VACANT	Expires 2022	
CHR	Seat 4 Ileana Suarez	Expires 2022	
AS	Seat 5 Carlos Delgado	Expires 2024	

Statement of Financial Interests – 2021 Form 1

Mrs. Perez reminded the Board that they should be receiving in the mail their 2021 Form 1 – Statement of Financial Interests, which need to be completed and mailed into the Supervisor of Elections’ office no later than July 1, 2022.

BOARD MEMBER/STAFF ADDITIONAL COMMENTS/REQUESTS

There were no closing comments from Board Members or staff.

ADJOURNMENT

There being no further business to come before the Board, a MOTION was made by Supervisor Suarez, seconded by Supervisor Sanhueza to adjourn the meeting at 7:20 p.m. The MOTION carried unanimously.

ATTESTED BY:

Secretary/Assistant Secretary	Chairman/Vice-Chair

e, '4Lutaie
RESOURCE MANAGEMENT, INC.

6900 S.W. 21st Court, Building 9 · Davie, FL 33317 Phone: 954.382.9766 · Fax: 954.382.9770
Email: info@allstatemanagement.com www.allstatemanagement.com

We understand that many of you are heading into budget season. Unfortunately, the cost of fuel and goods to maintain your accounts has seen a dramatic increase in the last year. Many products to keep waterways and preserves healthy and clean have risen as much as 80%.
There has been no decision on the final increase for next year (2023), but we recommend budgeting for an increase of 5-10%. We are hoping to keep your costs on the lower end, but unfortunately there has been no slowdown in the increase we have been incurring.
We hope you understand and if prices drop in the future we can look to adjust accordingly.

Page 9

RESOLUTION NO. 2022-05

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT AUTHORIZING AND ADOPTING AN AMENDED FINAL FISCAL YEAR 2021/2022 BUDGET (“AMENDED BUDGET”), PURSUANT TO CHAPTER 189, FLORIDA STATUTES; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Board of Supervisors of the Trails at Monterey Community Development District (“District”) is empowered to provide a funding source and to impose special assessments upon the properties within the District; and,

WHEREAS, the District has prepared for consideration and approval an Amended Budget.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT, THAT:

Section 1.  The Amended Budget for Fiscal Year 2021/2022 attached hereto as Exhibit “A” is hereby approved and adopted.

Section 2.  The Secretary/Assistant Secretary of the District is authorized to execute any and all necessary transmittals, certifications or other acknowledgements or writings, as necessary, to comply with the intent of this Resolution.

PASSED, ADOPTED and EFFECTIVE this 25th day of October, 2022.

ATTEST:	TRAILS AT MONTEREY
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

Trails At Monterey Community Development District

Amended Final Budget For Fiscal Year 2021/2022
October 1, 2021 - September 30, 2022

CONTENTS

AMENDED FINAL OPERATING FUND BUDGET

AMENDED FINAL DEBT SERVICE FUND BUDGET

AMENDED FINAL BUDGET
TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT OPERATING FUND
FISCAL YEAR 2021/2022 OCTOBER 1, 2021 - SEPTEMBER 30, 2022

REVENUES	FISCAL YEAR 2021/2022 BUDGET 10/1/21 - 9/30/22	AMENDED FINAL BUDGET
10/1/21 - 9/30/22	YEAR TO DATE ACTUAL
10/1/21 - 9/29/22	
ADMINISTRATIVE ASSESSMENTS	60,654	60,906	60,906	
MAINTENANCE ASSESSMENTS	34,186	34,186	34,186	
DEBT ASSESSMENTS	219,413	219,415	219,415	
OTHER REVENUES	0	0	0	
INTEREST INCOME	420	260	255	
TOTAL REVENUES	$	314,673	$	314,767	$	314,762	
				
EXPENDITURES				
MAINTENANCE EXPENDITURES				
AQUATIC/STORMWATER MANAGEMENT	7,000	7,000	5,532	
MITIGATION MAINTENANCE	3,135	2,000	875	
LAKE EASEMENT/LANDSCAPE MAINTENANCE	20,000	20,000	15,610	
ENGINEERING/INSPECTIONS	2,000	3,700	2,725	
TOTAL MAINTENANCE EXPENDITURES	$	32,135	$	32,700	$	24,742	

ADMINISTRATIVE EXPENDITURES				
SUPERVISOR FEES	5,000	1,800	1,800	
PAYROLL TAXES (EMPLOYER)	400	138	138	
MANAGEMENT	30,600	30,600	30,600	
SECRETARIAL	3,600	3,600	3,600	
LEGAL	10,500	9,500	7,442	
ASSESSMENT ROLL	6,000	6,000	6,000	
AUDIT FEES	3,500	3,500	3,500	
INSURANCE	6,000	5,706	5,706	
LEGAL ADVERTISING	750	750	354	
MISCELLANEOUS	1,600	1,000	470	
POSTAGE	325	240	221	
OFFICE SUPPLIES	625	440	396	
DUES & SUBSCRIPTIONS	175	175	175	
TRUSTEE FEES	3,500	4,256	4,256	
CONTINUING DISCLOSURE FEE	350	350	350	
WEBSITE MANAGEMENT	750	750	750	
TOTAL ADMINISTRATIVE EXPENDITURES	$	73,675	$	68,805	$	65,758	
				
TOTAL EXPENDITURES	$	105,810	$	101,505	$	90,500	
				
REVENUES LESS EXPENDITURES	$	208,863	$	213,262	$	224,262	
				
BOND PAYMENTS	(206,248)	(209,170)	(209,170)	
				
BALANCE	$	2,615	$	4,092	$	15,092	
				
COUNTY APPRAISER & TAX COLLECTOR FEE	(6,285)	(3,028)	(3,028)	
DISCOUNTS FOR EARLY PAYMENTS	(12,570)	(11,648)	(11,648)	
				
EXCESS/SHORTFALL	$	(16,240)	$	(10,584)	$	416	
				
CARRYOVER FROM PRIOR YEAR	16,240	16,240	0	
				
NET EXCESS/SHORTFALL	$	-	$	5,656	$	416	

FUND BALANCE AS OF 9/30/21	
FY 2021/2022 ACTIVITY	
FUND BALANCE AS OF 9/30/22	

$221,422	
($10,584)	
$210,838	

Notes
Carryover From Prior Year Of $16,240 was used to reduce Fiscal Year 2021/2022 Assessments.
$20,295 Of Fund Balance To Be Used To Reduce 2022/2023 Assessments.

AMENDED FINAL BUDGET
TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT DEBT SERVICE FUND
FISCAL YEAR 2021/2022 OCTOBER 1, 2021 - SEPTEMBER 30, 2022

REVENUES	FISCAL YEAR 2021/2022 BUDGET
10/1/21 - 9/30/22	AMENDED FINAL BUDGET
10/1/21 - 9/30/22	YEAR TO DATE ACTUAL
10/1/21 - 9/29/22	
Interest Income	25	365	363	
NAV Tax Collection	206,248	209,170	209,170	
				
Total Revenues	$	206,273	$	209,535	$	209,533	
				
EXPENDITURES				
Principal Payments	125,000	125,000	125,000	
Interest Payments	79,413	81,835	81,835	
Bond Redemption	1,860	0	0	
Total Expenditures	$	206,273	$	206,835	$	206,835	
				
Excess/ (Shortfall)	$	-	$	2,700	$	2,698	

FUND BALANCE AS OF 9/30/21	
FY 2021/2022 ACTIVITY	
FUND BALANCE AS OF 9/30/22	

$206,831	
$2,700	
$209,531	

Notes
Reserve Fund Balance = $103,124*. Revenue Fund Balance = $106,407*.
Revenue Fund Balance To Be Used To Make Interest Payment On 11-1-22 Of $38,496.
* Approximate Amounts

Series 2012 Refunding Bonds Information		
Original Par Amount =	$2,830,000	Annual Principal Payments Due:	
Interest Rate =	1.75% - 4.25%	May 1st	
Issue Date =	May 2012	Annual Interest Payments Due:	
Maturity Date =	May 2033	May 1st & November 1st	
Par Amount As Of 9/30/22 =	$1,755,000		

10/6/22, 7:00 AM	Mail - Ronald Galvis - Outlook

RE: TAM: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk
Juan R. Alvarez <Juan.Alvarez@AlvarezEng.com>
Wed 10/5/2022 4:50 PM
To: Ginger E. Wald <gwald@bclmr.com>;Gloria Perez <gperez@sdsinc.org>;Ronald Galvis <rGalvis@sdsinc.org>
Cc: jeffmodernimage@bellsouth.net <jeffmodernimage@bellsouth.net>;Frances Ware <FWare@sdsinc.org>;Reynaldo Chinea

information, I am not claiming the latter.

berm is one of the reasons for the movement of soil. Another possible and additional reason may be the preparation and compaction of the soil under the pavers, but for lack of

The property owner claims the roots of the coconut trees are helping to prevent the deck in their property from sliding further, and their fence from sinking. I think the lack of

protect their improvements inside their lot.

inside their property and along a 4-foot strip of land adjacent to the rear property line to protect the CDD lake slopes from erosion due to runoﬀ from their property, and to

I think the coconut trees should be removed from CDD property as indicated in previous letters sent to the property owner and the owner should build the adequate berm

<Reynaldo.Chinea@AlvarezEng.com>;Gabrielle Vitucci <gvitucci@sdsinc.org>

Juan R. Alvarez, P.E.
(305) 640-1345
Juan.Alvarez@alvarezeng.com

From: Ginger E. Wald <gwald@bclmr.com>
Sent: Wednesday, October 5, 2022 3:37 PM
To: Juan R. Alvarez <Juan.Alvarez@AlvarezEng.com>; Gloria Perez <gperez@sdsinc.org>; Ronald Galvis <rGalvis@sdsinc.org>
Cc: jeﬀmodernimage@bellsouth.net; Frances Ware <FWare@sdsinc.org>; Reynaldo Chinea <Reynaldo.Chinea@AlvarezEng.com>; Gabrielle Vitucci <gvitucci@sdsinc.org>
Subject: RE: TAM: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk What do you suggest for the inadequate berm?

Ginger E. Wald, Esq.

Billing, Cochran, Lyles, Mauro & Ramsey, P.A.
515 East Las Olas Boulevard | 6th Floor | Fort Lauderdale, FL 33301 Phone: 954/764-7150 | Fax: 954/764-7279 | E-mail: GWald@bclmr.com Website: www.billingcochran.com

CONFIDENTIALITY NOTICE: This electronic message is intended to be viewed only by the individual or entity to whom it is addressed. It may contain information that is privileged, confidential and exempt from disclosure under applicable law. Any dissemination, distribution or copying of this communication is strictly prohibited without our prior permission. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, or if you have received this communication in error, please notify us immediately by return e-mail and delete the original message and any copies of it from your computer and email system.
From: Juan R. Alvarez <Juan.Alvarez@AlvarezEng.com>
Sent: Wednesday, October 5, 2022 3:24 PM
To: Gloria Perez <gperez@sdsinc.org>; Ronald Galvis <rGalvis@sdsinc.org>; Ginger E. Wald <gwald@bclmr.com>
Cc: jeﬀmodernimage@bellsouth.net; Frances Ware <FWare@sdsinc.org>; Reynaldo Chinea <Reynaldo.Chinea@AlvarezEng.com>; Gabrielle Vitucci <gvitucci@sdsinc.org>
Subject: RE: TAM: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk

Attached is a photo of the subject property taken during our inspection conducted yesterday. The coconut trees are clearly planted inside CDD property.

stormwater from draining from the private property onto the lake side slope for water quality purposes and to prevent erosion and avoid displacement of soil.

It does not appear that the rear of the private property is graded in accordance with the permitted paving and grading plans to provide a 1-foot-high berm in the back to stop

Juan R. Alvarez, P.E.
(305) 640-1345
Juan.Alvarez@alvarezeng.com

From: Gloria Perez <gperez@sdsinc.org>
Sent: Monday, October 3, 2022 8:56 AM
To: Ronald Galvis <rGalvis@sdsinc.org>; Ginger E. Wald <gwald@bclmr.com>; Juan R. Alvarez <Juan.Alvarez@AlvarezEng.com>
Cc: jeﬀmodernimage@bellsouth.net; Frances Ware <FWare@sdsinc.org>; Reynaldo Chinea <Reynaldo.Chinea@AlvarezEng.com>; Gabrielle Vitucci <gvitucci@sdsinc.org>
Subject: RE: TAM: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk

Ginger we can add this to the upcoming meeting agenda and Ronald please advise this person of the meeting date and location noting this will be brought before the Board of Supervisors for discussion and direction and that this is a public meeting they are able to attend if they would like to approach the Board.

Ronald forward Gabrielle all letters and communications to be included in the meeting materials. Thank you,

Page 16

10/3/22, 2:47 PM	Mail - Ronald Galvis - Outlook

1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk
GRISELLE MARINO <gmarino13@outlook.com>
Fri 9/30/2022 6:16 PM
To: Ronald Galvis <rGalvis@sdsinc.org>;Gloria Perez <gperez@sdsinc.org> Cc: mike chavez <mike29way@hotmail.com>
Ronald Galvis
Field Operations Manager
Trails at Monterey Community Development District Hello Mr. Galvis:
Per the telephone conversation from Martha Chavez yesterday, please note the owners of the property located at 1860 SW 155 Avenue, Miami, Florida, oppose to the trees being removed in the ﬁrst week of October as your letter indicates.

As mentioned during that phone call, when the current owners purchased the property in 2017, the tress were small and now that they have grown, they became an issue. The owners, Martha and Miguel Chavez, apologize in the name of the previous owner for planting trees without your authorization. Ever since they bought the property, they pay for a gardener/landscaping service to go every two weeks to maintain the property looking beautiful.

The current owners also wanted to build a pool in the backyard but the company that went for the estimate advise against it, as per the photos attached the concrete is separating and the fence height is higher on one side than the other indicating a slant on the pavement/foundation of the property. The engineer explained the roots of those trees were helping to hold the property in place and preventing it from slanting more towards the Lake. They assume that is the reason the previous owners planted them.

As you know, Miami is built over a swamp and after the incident in Surfside, we are more than ever cautious of similar tragedies taking place. The owners ask that you go inspect the property in person and look at the damage created and hold on the cutting/removal of the trees until everyone is sure beyond reasonable doubt that the safety of the residents of the property which include an elementary school child is not compromised "just to follow protocol or policy".

Additionally, County and State representatives have been contacted and there is the legislation below and accompanying bills on the subject. All the family want is additional time to make sure the removal of the tree will not pose unacceptable risk as the bill reads.

The family has not contacted the media as the idea is to resolve this matter in a civil fashion. Once again, the current owners are deeply sorry those trees were planted by the previous owner without your permission. The concern is SAFETY before anything.

You may reach owner Miguel Chavez at 786 217 5224. Thank you very much,
Griselle Marino
On behalf of Miguel and Martha Chavez

From: @miamidade.gov>
To: christopher.zegarra@myﬂoridahouse.gov Zegarra <christopher.zegarra@myﬂoridahouse.gov>
Subject: The trees were planted by previous owner and we were told their roots are protecting the property from inclining more towards the lake

General Bill by McClain (CO-SPONSORS) Morales; Salzman
Private Property Rights to Prune, Trim, and Remove Trees: Prohibits local governments from requiring notice, application, approval, permit, fee, or mitigation for pruning, trimming, or removal of tree on residential property if property owner possesses certain documentation; provides that tree poses unacceptable risk if removal is only means of practically mitigating its risk below moderate as determined by specified procedures.
Effective Date: July 1, 2022
Last Event: Companion bill(s) passed, see CS/SB 518 (Ch. 2022-121) on Monday, March 7, 2022 2:14 PM; HB Laid on Table
Lobbyist Disclosure Information

Referred Committees and Committee Actions
House Referrals
Civil Justice & Property Rights Subcommittee
On agenda for: 01/27/22 8:00 AM

Favorable (final action)View Meeting AppearancesSee Votes Local Administration & Veterans Affairs Subcommittee
On agenda for: 02/07/22 1:30 PM

Favorable (final action)View Meeting AppearancesSee Votes Judiciary Committee
On agenda for: 02/21/22 3:30 PM

View NoticeMeeting PacketsAction Packets

View NoticeMeeting PacketsAction Packets

10/3/22, 2:47 PM	Mail - Ronald Galvis - Outlook

Favorable (final action)View Meeting AppearancesSee Votes
Related Bills

View NoticeMeeting PacketsAction Packets

Bill #	Subject	Relationship
CS/SB 518	Private Property Rights to Prune, Trim, and Remove Trees	Identical
Bill Text
Original Filed Version
Staff Analysis
Chamber	Committee
House	Final Bill Analysis 6/2/2022 11:04:55 AM
House	Final Bill Analysis 3/23/2022 8:44:04 AM House	Judiciary Committee 2/21/2022 7:58:55 PM House	Judiciary Committee 2/17/2022 2:27:45 PM
House	Local Administration & Veterans Aﬀairs Subcommittee 2/7/2022 5:09:56 PM House	Local Administration & Veterans Aﬀairs Subcommittee 2/3/2022 4:54:51 PM House	Civil Justice & Property Rights Subcommittee 1/27/2022 1:43:54 PM
House	Civil Justice & Property Rights Subcommittee 1/25/2022 8:40:03 PM
Vote History
(No Votes Recorded)
Bill History
Event	Time	Member	Committee	Ve
H Laid on Table; companion bill(s) passed, see CS/SB 518 (Ch. 2022-121)	03/07/2022 - 2:14 PM H Added to Second Reading Calendar	02/21/2022 - 7:59 PM
H Bill released to House Calendar	02/21/2022 - 7:59 PM
H Reported out of Judiciary Committee	02/21/2022 - 7:59 PM	Judiciary Committee
H Favorable by Judiciary Committee	02/21/2022 - 7:42 PM	Judiciary Committee
H Added to Judiciary Committee agenda	02/17/2022 - 2:09 PM	Judiciary Committee
H Now in Judiciary Committee	02/07/2022 - 5:22 PM	Judiciary Committee
H Reported out of Local Administration & Veterans Aﬀairs Subcommittee 02/07/2022 - 5:22 PM	Local Administration & Veterans Aﬀairs Subcommittee H Favorable by Local Administration & Veterans Aﬀairs Subcommittee	02/07/2022 - 4:17 PM	Local Administration & Veterans Aﬀairs Subcommittee H Added to Local Administration & Veterans Aﬀairs Subcommittee agenda 02/03/2022 - 3:51 PM	Local Administration & Veterans Aﬀairs Subcommittee H Now in Local Administration & Veterans Aﬀairs Subcommittee	01/27/2022 - 1:45 PM	Local Administration & Veterans Aﬀairs Subcommittee H Reported out of Civil Justice & Property Rights Subcommittee	01/27/2022 - 1:45 PM	Civil Justice & Property Rights Subcommittee
H Favorable by Civil Justice & Property Rights Subcommittee	01/27/2022 - 1:38 PM	Civil Justice & Property Rights Subcommittee H Added to Civil Justice & Property Rights Subcommittee agenda	01/25/2022 - 3:06 PM	Civil Justice & Property Rights Subcommittee H Now in Civil Justice & Property Rights Subcommittee	01/16/2022 - 1:50 PM	Civil Justice & Property Rights Subcommittee H Referred to Judiciary Committee	01/16/2022 - 1:50 PM	Judiciary Committee
H Referred to Local Administration & Veterans Aﬀairs Subcommittee	01/16/2022 - 1:50 PM	Local Administration & Veterans Aﬀairs Subcommittee H Referred to Civil Justice & Property Rights Subcommittee	01/16/2022 - 1:50 PM	Civil Justice & Property Rights Subcommittee
H 1st Reading	01/11/2022 - 9:25 PM
H Filed	01/11/2022 - 9:18 AM McClain
Statutes Referenced by this Bill
Statute	Other Bill Citations
163.045	SB 316, CS/SB 518, SB 1900, HB 6025, HB 6113

Trails at Monterey Community Development District C/O Special District Services, Inc.
2501A Burns Road
Palm Beach Gardens, FL 33410

September 9, 2022

Miguel Chavez & Martha Chavez And/Or Current Property Owner 1860 SW 155 Avenue
Miami, Florida 33185	SENT VIA CERTIFIED MAIL RETURN RECEIPT REQUESTED

RE:	Courtesy Notice - Removal of Encroachments

Dear Property Owner,

This letter is just a courtesy notice to inform you that the removal of the encroachments (clearly described in the previous correspondence - enclosed), has been schedule for the first week of October, 2022, weather permitting.

For further details please refer to the enclosed previous correspondence. Should you have any questions regarding this matter, please do not hesitate to contact me at 786-347-2711 or via email at rgalvis@sdsinc.org.

Sincerely,

Ronald Galvis
Ronald Galvis
Field Operations Manager for
Trails at Monterey Community Development District

cc:	Ginger E. Wald, Esq., Billing, Cochran, Lyles, Mauro & Ramsey, P.A. (via email only)
Juan Alvarez, Alvarez Engineering (via email only)
Jeff Bowie, Modern Image Landscape & Design (via email only)
Gloria Perez, District Manager (via email only)

Trails at Monterey Community Development District C/O Special District Services, Inc.
2501A Burns Road
Palm Beach Gardens, FL 33410

August 4th, 2022

Miguel Chavez & Martha Chavez
1860 SW 155 Avenue	SENT VIA CERTIFIED MAIL
Miami, Florida 33185	RETURN RECEIPT REQUESTED

RE:	NOTICE OF ENCROACHMENT REMOVAL

Dear Property Owner,

This firm serves as District Manager for the Trails at Monterey Community Development District (the “District”). Based on the correspondence sent to you on April 22nd, 2022, by the District Counsel (copy attached), regarding your property located at 1860 SW 155 Avenue, which is located within the District, we are sending you this courtesy notice to inform you that the District will schedule the removal of the encroachments (palms) and resodding of the area, for the week that starts on Monday August 29th, 2022, weather permitting.

For further information, specifics and details, please refer to the letter sent to you by the District’s counsel (attached) back on April 22nd, 2022.

If you remove the palms and resod the area prior to the mentioned date, you should immediately contact the District Manager, Gloria Perez, or Field Operations Manager Ronald Galvis at 786-347-2711 or via email at gperez@sdsinc.org and rgalvis@sdsinc.org to advise of the removal and inspection thereof to avoid any further costs.

Sincerely,

Gloria Perez
Gloria Perez District Manager for
Trails at Monterey Community Development District

cc:	Ginger E. Wald, Esq., Billing, Cochran, Lyles, Mauro & Ramsey, P.A. (via email only)
Juan Alvarez, Alvarez Engineering (via email only)
Jeff Bowie, Modern Image Landscape & Design (via email only)
Ronald Galvis, Field Operations Manager (via email only)

Trails at Monterey Community Development District C/O Special District Services, Inc.
2501A Burns Road
Palm Beach Gardens, FL 33410

ENCLOSURES

LAW OFFICES
BILLING,  COCHRAN,  LYLES, MAURO  & RAMSEY, P.A.
ESTABLISHED 1977

DENNIS E. LYLES JOHN W. MAURO
KENNETH W. MORGAN, JR.
BRUCE M. RAMSEY RICHARD T. WOULFE CAROL J. HEALY GLASGOW MICHAEL J. PAWELCZYK ANDREW A. RIEF
MANUEL R. COMRAS SHIRLEY A. DeLUNA MARK A. RUTLEDGE GINGER E. WALD JEFFERY R. LAWLEY DONNA M. KRUSBE SCOTT C. COCHRAN SHAWN B. McKAMEY

LAS OLAS SQUARE. SUITE 600
515 EAST LAS OLAS BOULEVARD FORT LAUDERDALE. FLORIDA 33301
{954} 764-7150
FAX: (954) 764-7279

CENTURION TOWER
1601 FORUM PLACE. SUITE 400 WEST PALM BEACH, FLORIDA 33401
(561) 659-5970
FAX: (561) 659-6173 WWW.BILLINGCOCHRAN.COM
PLEASE REPLY TO: FORT LAUDERDALE

April 21, 2022

CAMILLE E. BLANTON CHRISTINE A. BROWN GREGORY F. GEORGE BRAD J. KIMBER JOHN C. WEBBER

OF COUNSEL CLARKJ.COCHRAN,JR  SUSAN F. DELEGAL GERALD L. KNIGHT

STEVEN F. BILLING. 1947-1998
HAYWARD D. GAY. 1943-2007

Via U.S. Mail {Certified Registered Return Receipt)

Miguel and Martha Chavez 1860 SW 155 Avenue
Miami, Florida 33185

RE:		Trails at Monterey Community Development District Our File No. 812.06090

Dear Mr. and Mrs. Chavez:

This fim1 serves as District Counsel for the Trails at Monterey Community Development District. I am writing as a follow up to correspondence to you dated April 19, 2021 and December 2, 2020, respectively (see attached), regarding your property located at 1860 SW 155th Avenue, which is located within the Trails at Monterey Community Development District ("District"). Despite notice and extensions of time granted by the District for you to remove the palms encroaching on the District's property behind your home, you have failed to comply. The District Board of Supervisors has directed staff to obtain a contractor to remove the palms.

Attached please find the proposal from Modern Image Landscape & Design, the District's landscape contractor, in the amount of $2,990.00 for removal of the aforementioned palms. The District's landscape contractor shall proceed with the palms removal within the next thirty (30) days. You are responsible for the costs associated with this palms removal. As a comiesy, the District shall invoice you directly for these costs when the work is completed. Should you fail to pay the District within ten (10) days after the date of the invoice, the District may seek legal action against you for the costs of removal, administrative fees, comi costs and attorney's fees incurred by the District. Accordingly, your immediate attention to this matter is appropriate.

If you remove the palms and restore the area prior to the District's landscape contractor's arrival on District prope1iy to remove the palms, you should immediately contact the District

Miguel and Martha Chavez April 21, 2022
Page 2

Manager, Gloria Perez, to advise of the removal and inspection thereof to avoid any further costs.

Respectfully yours,

GINGER E. WALD
For the Finn

cc:	Ms. Gloria Perez, District Manager

Enclosures as stated

Modern Image Landscape & Design
3951 S.W. 47th Avenue, Suite 106
Davie, Florida 33314
Telephone (954) 316-7300
Fax (954) 316-8488

Landscape Proposal
To:	Trails of Monterey
From:	 Jeff Bowie, Modern Image Landscape & Design Date:	April 15, 2022
Subject:	Tree Removal - 1860 SW 155th Avenue
We are proposing to remove five Coconut Palms from behind 1860 SW 155th Avenue. These palms will be cut down and disposed of. We will then grind the stumps, replace any topsoil as necessary, and sod over the area. The cost comes to $2,990.00.

If you would like for us to have this work performed, please email back a signed copy of this proposal. As always, please call me with any questions at (754) 264- 3023.

Signed: 	 Date:	_

The above terms are valid only if approved within 90 days from the date of this proposal.

LAW OFFICES
BILLING,  COCHRAN,  LYLES, MAURO  & RAMSEY, P.A.
ESTABLISHED 1977

DENNIS£. LYLES
JOHN W. MAURO KENNETH W. MORGAN, JR. BRUCE M. RAMSEY RICHARD T, WOULFE
CAROL .J. HEALY GLASGOW MICHAEL J, PAWELCZYK ANDREW A. RIEF
MANUEL R. COMRAS
SHIRLEY A. 0cLUNA MAHK A. RUTLEDGE GINGER E. WALD

LAS OLAS SQUARE. SUITE 600 SIS EAST LAS OLAS BOULEVARD
FORT LAUDERDALE. FLORIDA 33301 (9541 764-7150
FAX· (9541 764-7279

CENTURION TOWER
1601 FORUM PLACE. SUITE 400 WEST PALM BEACH, FLORIDA 33401
(561) 659-5970
FAX, 1561) 659-6173

CAMILLE E. BLANTON CHRISTINE A. BROWN BRAD J. KIMBER VANESSA T. STEINERTS JOHN C. WEBBER

Of" COUNSEL CLARKJ.COCHRAN.J SUSAN F. DELEGAL GERALD L. KNIGHT

JEFFERY R. LAWLEY DONNA M. KRUSBE
scon C. COCHRAN
SHAWN 8. McKAMEY

WWW.BILLINGCOCHRAN.COM	STEVEN F. BILLING. 19..·17.1990
HAYWARD D. GAY. 1943•2007
PLEASE REPLY TO. FORT LAUDERDALE

April 19, 2021

ivliguel and Martha Chavez 1860 SW 155th Avenue Miami Florida 33185

RE:	Trails at Monterey Community Development District
Our File No. 812.06090

Dear Mr. and 11rs. Chavez:

This firm serves as District Counsel for the Trails at Monterey Community Development District. I am writing as a follow up to my correspondence to you dated December 2 2020. regarding your property located at 1860 SW 155111Avenue, ,vhich is located within the Trails at Monterey Community Development District ("District"). The Trails at Monterey Communiry Development District Board of Supervisors has allowed for an extension of time for you to remove the trees, ornamentals, bushes and hardscape that are encroaching on the District's property behind your home. Please remove the trees that are planted on rhe District's property no later than ninety (90) clays from t)1e date of this letter.

I thank you for your prompt attention to this matter. Jf you have any questions or,. oulcl like to discuss this matter further, please do not hesitate to contact Ms. Gloria Perez. District Manager for the Trails at Monterey Community Development District. at (786) 347-271I. ext. 201 l.

Very truly yours,

VANESSA T. STETNERTS
For the Firm

cc:	Ms. Gloria Perez, District Manager

L.AW OFFICES
BILLING,  COCHRAN,  LYLES,  MAURO  & RAMSEY,  P.A.
ESTABL.ISHED 1977

DENNIS E. L.YLES JOHN W. MAURO
KENNETH W. MORGAN. JR.
BRUCE M. RAMSEY RICHARD T. WOULFE CAROL J. HEALY GLASGOW MIC IAEL J. PAWELCZYK ANDREW A. RIEF
MANUEL R. COMRAS
SHIRLEY A. OE:LUNA MARK A. RUTLEDGE GINGER E. WALD JEFFERY R. LAWLEY DONNA M. !<RUSSE SCOTT C. COCHRAN SHAWN B. Mcl(AMEY

L.AS OLAS SQUARE. SUITE 600 SIS EAST LAS OLAS BOULEVARD
FORT LAUDERDALE. FL.ORIDA 33301 (9S4) 764 -71S0
FAX: (9S4) 764 ·7 279

CENTURION TOWER
1601 FORUM PLACE. SUITE 400 WEST PALM BEACH. FLORIDA 33401
(S61) 659-5970
FAX: (561) 659-6173 WWW.BILL.INGCOCHRAN.COM
PLEASE REPLY TO: FORT LAUDERDALE

December 2, 2020

CAMILLE E. BLAIHON CHRISTINE A. BROV N BRAD J. l(IMBER VANESSA T. STEINERTS JOHN C. WEBBER

OF COUNSEL
CLARI< J. COCHRAN. JR. SUSAN F. DELEGAL GERALD L. l(NIGHT

STEVEN F. BILLING. 1947,1999
HAYWARD D. GAY. 1943-2007

Miguel and Martha Chavez 1860 SW 155th Avenue Miami, Florida 33185

RE:	Trails at Monterey Community Development District Our File No. 812.06090

Dear Mr. and Mrs. Chavez:

This firm serves as District Counsel for the Trails at Monterey Community Development District and I am writing because, according to the Miami-Dade County Property Appraiser's website. you are the owner of the property located at 1860 SW 155th Avenue. which is located within the Trails at Monterey Community Development District. The Trails at Monterey Community Development District has a five-member Board of Supervisors that consists of homeowners who live in the District, and who were elected by homeovmers vvithin the District. The Board has both budgetary and maintenance responsibilities for property located within the District.

Tt has come to the Board's attention that many of the homeowners whose homes abut the lakes within the District have planted trees, ornamentals, bushes and hardscapes on District property. Although you may not realize it, you do not own the property behind your property line extending down to the lake. As you can see from the Property Appraiser's website, the palm tree::; planted behind your home are outside your property line. The trees are encroaching upon the District's property, and their location interferes with the District's ability to maintain its property. Landscaping crews have been having a difficult time accessing the areas that need to mowed around the lakes as a result of the obstructions. As such, they must be removed as soon as possible, but no later than sixty (60) days from the date of this letter. As the landowner, you are ultimately responsible for the alterations that have been made to the District's property.

Accordingly, the District hereby demands you to restore the Trails at Monterey Community Development District's property to its prior condition within sixty (60) clays by removing the palm trees and restoring the slope to its prior condition. Further, this shall constitute a formal request that you cease and desist from any further alterc1tion of the District··

Miguel and Martha Chavez December 2, 2020
Page 2

property, or the District will have no other alternative but to commence legal action. Please advise, in writing, when the Trails at Monterey Community Development District's property has been restored to its prior condition, so that the property may be inspected.

1 thank you for your prompt attention to the foregoing. lf you have any questions or would like to discuss this matter further, please do not hesitate to contact Ms. Gloria Perez, District Manager for the Trails at Monterey Community Development District, at (786) 347- 2711, ext. 20 I 1.

Very truly yours,

VANESSA T. STEINER TS
For the Firm

Enc Iosures

cc:   Ms. Gloria Perez, District Manager

 0	R
Summary Report

Property Information	
Folio:	30-4909-004-2120	

Property Address:	1860 SW 155 AVE
Miami, FL 33185-5798	

Owner	MIGUEL CHAVEZ MARTHA CHAVEZ	

Mailing Address	1860 SW 155 AVE MIAMI, FL 33185 USA	
PA Primary Zone	0102 MODIFIED SINGLE FAM RES	

Primary Land Use	0105 RESIDENTIAL - SINGLE FAMILY: CLUSTER HOME	
Beds/ Baths/ Half	412/0	
Floors	2	
Living Units	1	
Actual Area	2,518 Sq.Fl	
Living Area	2,028 Sq.Ft	
Adjusted Area	2,102 Sq.Fl	
Lot Size	5,000 Sq.Ft	
Year Built	2004	

Taxable Value Information	
	I	20201	20191	2018	
County	
Exemption Value	I	$50,000I	$50,oool	$50,000	
Taxable Value	I	$260,8151	$253,8271	$248,517	
School Board	
Exemption Value	I	$25.oool	$25,oool	$25,000	
Taxable Value	I	$285,8151	$278,8271	$273,517	
City	
Exemption Value	I	$01	$01	$0	
Taxable Value	I	$01	$01	$0	
Regional	
Exemption Value	I	$so.oool	$50,0001	$50,000	
Taxable Value	I	$260,8151	$253,8271	$248,5'17	

Assessment Information	
Year	2020	2019	2018	
Land Value	$115,000	$114,500	$107,000	
Building Value	$196,537	$177,157	$179,217	
XF Value	$12,041	$12,170	$12,300	
Market Value	$323,578	$303,827	$298,517	
Assessed Value	$310,815	$303,827	$298,517	

Generated On : 1212/2020

Benefits Information	
Benefit	Type	2020	2019	2018	
Save Our Homes Cap	Assessment Reduction	$12,763			
Homestead	Exemption	$25,000	$25,000	$25.000	
Second Homestead	Exemption	$25,000	$25,000	$25,000	
Note: Not all benefits are applicable to all Taxable Values (i.e. County, School Board. City, Regional).	

Sales Information	
Previous Sale	Price	OR Book-Page	Qualification Description	
11/21/2016	$360,000	30379-1031	Qual by exam of deed	
03/17/2011	$240,000	27624-2702	Qual by exam of deed	
08/'I 9/2009	$100	27181-1408	Affiliated parties	
11/01/2004	$272,295	22835-0476	Sales whicli are qualified	

Short Legal Description	
EFM ESTATES SECTION TWO	
PB 160-81 T-20946	
LOT 20 BLK 21	
LOT SIZE 5000 SQ FT	
FAU 30-4909-000-0040-0950-1850	

The Office of the Property Appraiser is continually editing and updating the tax roll. This website may not reflect lhe mosl current information on record. The Property Appraiser and Miami-Dade County assumes no liability, see full disclaimer and User Agreement at http://www.miamidade.gov/info/disclaimer.asp
Version:

/fA;aTOR	PROPOSAL
VAC-SYSTEMS
Tel 786-694-0709
E-mail: operations@raptorvac.com www.raptorvac.com

SIGNAGE INSTALL

PROPOSAL SUBMITTED TO:
Trails at M,onterey COD	PROJECT NAME:
Trails at Monterey	
BUSINESS ADDRESS:
2501A Burns Road, Palm Beach Garde s, FL	PROJECT LOCATION:
SW 8 Lane and SW152 Avenue	
CONTACT:
Management/56.1-630-4922	DATE:
August 30, 2022	
We hereby propose to f nnish all labor and equipment to complete the work outlined in this proposal in accordance with the Scope of Work listed belov,1.

SCOPE OF WORK: All labor, materials and equipmGnt to install one (1) R8-3a (No
Parking) a done {l) R7-4 {No Standing Anyti Tie) in High Intensity Prismatic Sheeting, two
{2) galva ized u-channel posts, breakaway and concrete in accordance wfth locations and specifications provided.

COST: We propose to conduct this work in accordance with the above Scope of Work
for the s m of $600.0O.

Six Hundred Dollars and 00/100 Cents

TERMS: Net 30

ACCEPTANCE: Client hereby accepts and agrees to the terms, Sc-ope of Work, and all other  conditions and specifications hen@inabove. Rapt-or Vc:ic Systems 'is authorized to perform the work. Payment shall be made in accordance 1..vith the provisions c-ontained hereinabove.	·

Acc	y: 

(:A_u;;t:-h on.z12a,

'Work to be conducted as specified on the attached Engineer specs.

/?

'Work isnot to commence until all required COI's have been provided.
Thank you	ry

\0\

Gloria Perez )	\r/1
09/01/2022
'Oi

9/1/22, 2:49 PM	Mail - Ronald Galvis - Outlook

RE: TAM Notice to Property Owner 15662 SW 8 LN
Juan R. Alvarez <Juan.Alvarez@AlvarezEng.com>
Tue 8/30/2022 3:24 PM
To: Ronald Galvis <rGalvis@sdsinc.org> Cc: Gloria Perez <gperez@sdsinc.org>

3 attachments (5 MB)
R8-3a.pdf; R7-4.pdf; Location Map.pdf;

Ronald:
Please refer to the attachments. We recommend placing an R8-3a (No Parking) and R7-4 (No Standing Anytime) signs at the locations shown in the attached map. Both signs should meet MUTCD and be located 7-foot high with respect to the underside of the panel. Check for utilities before installing.
Thanks

Juan R. Alvarez, P.E.
(305) 640-1345
Juan.Alvarez@alvarezeng.com

From: Ronald Galvis <rGalvis@sdsinc.org>
Sent: Tuesday, August 30, 2022 8:52 AM
To: Juan R. Alvarez <Juan.Alvarez@AlvarezEng.com>
Cc: Gloria Perez <gperez@sdsinc.org>; Ronald Galvis <rGalvis@sdsinc.org>
Subject: Fw: TAM Notice to Property Owner 15662 SW 8 LN

Good morning, dear Engineer Alvarez,

Please be advised that this homeowner, after receiving our letter regarding the signs they have installed on the District's premises, have reached out to us, and let us know that they are very concerned for the amount of people that is using this "entrance" area (property of the District), not only to park vehicles (very frequently, according to them), but also to access the lake to fishing and perform other activities.

Gloria has instructed me to reach out to you, in order to get your recommendation for what kind of signs (if it is allowed) the District can install to advise drivers and pedestrians that only authorized personal can park there (such as lake contractors, landscaping, me, etc.). Also, Gloria would like you to provide us with a specific location (is a sign is recommended) for it, where it does not block our vehicles' access.

For specific location, and details, please refer to the attachments.
Thanks for all your support, Mr. Alvarez. We will be very attentive to your prompt responses. Have a wonderful rest of the week.

Proposed Location of R8-3a
Facing North

8/30/22, 3:13 PM	Google Maps

Proposed Location of R7-4 Facing North- north-west

Map data ©2022 , Map data ©2022	20 ft

33
R8-3a

34
R7-4

Trails At Monterey Community Development District

Financial Report For September 2022

Trails At Monterey Community Development District
Budget vs. Actual
October 2021 through September 2022

Oct 21 - Sept 22	21/22 Budget	$ Over Budget	% of Budget
 			
Income

363.100 ꞏ Administrative Assessments	60,906.21		60,654.00		252.21		100.42%	
363.101 ꞏ Maintenance Assessments	34,186.05		34,186.00		0.05		100.0%	
363.810 ꞏ Debt Assessments	219,415.20		219,413.00		2.20		100.0%	
363.820 ꞏ Debt Assessment-Paid To Trustee	-209,169.90		-206,248.00		-2,921.90		101.42%	
363.830 ꞏ Assessment Fees	-3,028.43		-6,285.00		3,256.57		48.19%	
363.831 ꞏ Assessment Discounts	-11,648.12		-12,570.00		921.88		92.67%	
369.401 ꞏ Interest Income	255.03		420.00		-164.97		60.72%	
369.402 ꞏ Carryover From Prior Year	0.00		16,240.00		-16,240.00		0.0%	
Total Income	90,916.04		105,810.00		-14,893.96		85.92%	
Gross Profit	90,916.04		105,810.00		-14,893.96		85.92%	
Expense								
511. ꞏ Professional Fees								
511.310 ꞏ Engineering	2,725.00		2,000.00		725.00		136.25%	
511.315 ꞏ Legal Fees	7,442.00		10,500.00		-3,058.00		70.88%	
511.320 ꞏ Audit Fees	3,500.00		3,500.00		0.00		100.0%	
Total 511. ꞏ Professional Fees	13,667.00		16,000.00		-2,333.00		85.42%	
511.122 ꞏ Payroll Tax Expense	137.70		400.00		-262.30		34.43%	
511.131 ꞏ Supervisor Fee	1,800.00		5,000.00		-3,200.00		36.0%	
511.301 ꞏ Aquatic/Stormwater Management	5,532.00		7,000.00		-1,468.00		79.03%	
511.302 ꞏ Mitigation Maintenance	875.00		3,135.00		-2,260.00		27.91%	
511.303 ꞏ Lake Easement/Landscaping	15,610.00		20,000.00		-4,390.00		78.05%	
511.311 ꞏ Management Fees	30,600.00		30,600.00		0.00		100.0%	
511.312 ꞏ Secretarial Fees	3,600.00		3,600.00		0.00		100.0%	
511.314 ꞏ Website Management	750.00		750.00		0.00		100.0%	
511.318 ꞏ Assessment/Tax Roll	6,000.00		6,000.00		0.00		100.0%	
511.450 ꞏ Insurance	5,706.00		6,000.00		-294.00		95.1%	
511.480 ꞏ Legal Advertisements	353.27		750.00		-396.73		47.1%	
511.512 ꞏ Miscellaneous	470.13		1,600.00		-1,129.87		29.38%	
511.513 ꞏ Postage and Delivery	220.97		325.00		-104.03		67.99%	
511.514 ꞏ Office Supplies	396.40		625.00		-228.60		63.42%	
511.540 ꞏ Dues, License & Subscriptions	175.00		175.00		0.00		100.0%	
511.733 ꞏ Trustee Fees	4,256.13		3,500.00		756.13		121.6%	
511.734 ꞏ Continuing Disclosure Fee	350.00		350.00		0.00		100.0%	
Total Expense	90,499.60		105,810.00		-15,310.40		85.53%	
Net Income	416.44		0.00		416.44		100.0%	

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT MONTHLY FINANCIAL REPORT
SEPTEMBER 2022

REVENUES	
Annual Budget
10/1/21 - 9/30/22	
Actual Sep-22	Year To Date Actual
10/1/21 - 9/30/22	
ADMINISTRATIVE ASSESSMENTS	60,654	0	60,906	
MAINTENANCE ASSESSMENTS	34,186	0	34,186	
DEBT ASSESSMENTS	219,413	0	219,415	
OTHER REVENUES	0	0	0	
INTEREST INCOME	420	0	255	
				
Total Revenues	$	314,673	$	-	$	314,762	
				
EXPENDITURES				
MAINTENANCE EXPENDITURES				
AQUATIC/STORMWATER MANAGEMENT	7,000	520	5,532	
MITIGATION MAINTENANCE	3,135	0	875	
LAKE EASEMENT/LANDSCAPE MAINTENANCE	20,000	1,200	15,610	
ENGINEERING/INSPECTIONS	2,000	0	2,725	
TOTAL MAINTENANCE EXPENDITURES	$	32,135	$	1,720	$	24,742	
				
ADMINISTRATIVE EXPENDITURES				
SUPERVISOR FEES	5,000	0	1,800	
PAYROLL TAXES (EMPLOYER)	400	0	138	
MANAGEMENT	30,600	2,550	30,600	
SECRETARIAL	3,600	300	3,600	
LEGAL	10,500	0	7,442	
ASSESSMENT ROLL	6,000	6,000	6,000	
AUDIT FEES	3,500	0	3,500	
INSURANCE	6,000	0	5,706	
LEGAL ADVERTISING	750	0	354	
MISCELLANEOUS	1,600	46	470	
POSTAGE	325	16	221	
OFFICE SUPPLIES	625	7	396	
DUES & SUBSCRIPTIONS	175	0	175	
TRUSTEE FEES	3,500	0	4,256	
CONTINUING DISCLOSURE FEE	350	350	350	
WEBSITE MANAGEMENT	750	62	750	
TOTAL ADMINISTRATIVE EXPENDITURES	$	73,675	$	9,331	$	65,758	
				
TOTAL EXPENDITURES	$	105,810	$	11,051	$	90,500	
				
REVENUES LESS EXPENDITURES	$	208,863	$	(11,051)	$	224,262	
				
BOND PAYMENTS	(206,248)	-	(209,170)	
				
BALANCE	$	2,615	$	(11,051)	$	15,092	
				
COUNTY APPRAISER & TAX COLLECTOR FEE	(6,285)	0	(3,028)	
DISCOUNTS FOR EARLY PAYMENTS	(12,570)	0	(11,648)	
				
EXCESS/ (SHORTFALL)	$	(16,240)	$	(11,051)	$	416	
				
CARRYOVER FROM PRIOR YEAR	16,240	0	0	
				
NET EXCESS/ (SHORTFALL)	$	-	$	(11,051)	$	416	

Bank Balance As Of 9/30/22	$	233,767.61	
Accounts Payable As Of 9/30/22	$	11,928.98	
Accounts Receivable As Of 9/30/22	$	-	
Available Funds As Of 9/30/22	$	221,838.63	

Trails At Monterey Community Development District Check Register
May 2022 ‐ September 2022

 Check # 		Date			Vendor		  Amount 	
5‐1	5/4/2022	Allstate Resource Management, Inc.	707.00	
5‐2	5/4/2022	Alvarez Engineers, Inc.	300.00	
5‐3	5/4/2022	Modern Image Landscape & Design	1,200.00	
5‐4	5/4/2022	Special District Services, Inc.	3,021.76	
6‐1	6/8/2022	Allstate Resource Management, Inc.	520.00	
6‐2	6/8/2022	ALM Media, LLC	174.26	
6‐3	6/8/2022	Billing, Cochran, Lyles, Mauro & Ramsey	1,935.00	
6‐4	6/8/2022	Crespo Lawn Service, Inc	375.00	
6‐5	6/8/2022	Grau and Associates	3,500.00	
6‐6	6/8/2022	Modern Image Landscape & Design	1,340.00	
6‐7	6/8/2022	Special District Services, Inc.	3,011.23	
6‐8	6/8/2022	U.S. Bank (Tax Receipts)	6,185.50	
7‐1	7/6/2022	ALM Media, LLC	77.43	
7‐2	7/7/2022	Allstate Resource Management, Inc.	520.00	
7‐3	7/7/2022	Billing, Cochran, Lyles, Mauro & Ramsey	877.50	
7‐4	7/7/2022	Modern Image Landscape & Design	1,895.00	
7‐5	7/7/2022	Special District Services, Inc.	3,094.51	
7‐6	7/7/2022	U.S. Bank (Tax Receipts)	1,943.90	
8‐1	8/2/2022	Allstate Resource Management, Inc.	520.00	
8‐2	8/2/2022	Alvarez Engineers, Inc.	975.00	
8‐3	8/2/2022	Billing, Cochran, Lyles, Mauro & Ramsey	400.00	
8‐4	8/2/2022	Modern Image Landscape & Design	1,200.00	
8‐5	8/2/2022	Special District Services, Inc.	2,970.36	
8‐6	8/2/2022	U.S. Bank (Tax Receipts)	2,604.60	
8‐7	8/2/2022	U.S. Bank (Trustee Fees)	4,256.13	
9‐1	9/2/2022	Allstate Resource Management, Inc.	500.00	
9‐2	9/2/2022	Alvarez Engineers, Inc.	1,000.00	
9‐3	9/2/2022	Billing, Cochran, Lyles, Mauro & Ramsey	400.00	
9‐4	9/2/2022	Modern Image Landscape & Design	1,200.00	
9‐5	9/2/2022	Special District Services, Inc.	2,939.00	
TOTAL			49,643.18	

TRAILS AT MONTEREY CDD TAX COLLECTIONS
2021-2022

#	

ID#	

PAYMENT FROM	

DATE	

FOR	

Tax Collect Receipts	

Interest Received	

Commissions Paid	

Discount	

Net From Tax Collector	Admin.
Assessment Income (Before Discounts & Fee)	Maint Assessment Income (Before Discounts & Fee)	Debt Assessment Income (Before Discounts & Fee)	Admin.
Assessment Income (After Discounts & Fee)	Maint Assessment Income (After Discounts & Fee)	Debt Assessment Income (After Discounts & Fee)	

Debt Assessments Paid to Trustee	
									$314,253.00	$60,654.00	$34,186.00	$  219,413.00	$60,654.00	$34,186.00	$  219,413.00		
									$295,398.00	$57,015.00	$32,135.00	$  206,248.00	$57,015.00	$32,135.00	$  206,248.00	206,248.00	
1	1	Miami-Dade Tax Collector	12/13/21	NAV Taxes	$  196,602.49		$	(1,887.12)	$	(7,890.97)	$  186,824.40	$	37,944.24	$	21,390.35	$  137,267.90	$	36,057.00	$	20,326.50	$  130,440.90	$  130,440.90	
2	2	Miami-Dade Tax Collector	12/13/21	NAV Taxes	$	70,840.28		$	(680.06)	$	(2,833.57)	$	67,326.65	$	13,673.24	$	7,707.06	$	49,459.98	$	12,995.05	$	7,324.80	$	47,006.80	$	47,006.80	
3	3	Miami-Dade Tax Collector	01/04/22	NAV Taxes	$	16,579.64		$	(159.39)	$	(640.55)	$	15,779.70	$	3,200.12	$	1,803.78	$	11,575.74	$	3,045.90	$	1,716.70	$	11,017.10	$	11,017.10	
4	4	Miami-Dade Tax Collector	01/18/22	NAV Taxes	$	4,151.91		$	(40.33)	$	(119.07)	$	3,992.51	$	801.26	$	451.75	$	2,898.90	$	770.46	$	434.40	$	2,787.65	$	2,787.65	
5	5	Miami-Dade Tax Collector	02/28/22	NAV Taxes	$	5,275.34		$	(51.71)	$	(105.49)	$	5,118.14	$	1,018.22	$	573.93	$	3,683.19	$	987.84	$	556.80	$	3,573.50	$	3,573.50	
6	Int -1	Miami-Dade Tax Collector	02/28/22	Interest		$	10.39			$	10.39	$	10.39			$	10.39			$	-	
7	6	Miami-Dade Tax Collector	03/07/22	NAV Taxes	$	5,275.34		$	(52.23)	$	(52.77)	$	5,170.34	$	1,018.22	$	573.93	$	3,683.19	$	997.89	$	562.50	$	3,609.95	$	3,609.95	
8	7	Miami-Dade Tax Collector	04/12/22	NAV Taxes	$	8,954.26		$	(89.47)	$	(5.70)	$	8,859.09	$	1,728.11	$	974.25	$	6,251.90	$	1,709.74	$	963.85	$	6,185.50	$	6,185.50	
9	Int - 2	Miami-Dade Tax Collector	04/27/22	Interest		$	1.97			$	1.97	$	1.97			$	1.97			$	-	
10	8	Miami-Dade Tax Collector	05/06/22	NAV Taxes/Interest	$	361.20	$	10.84	$	(3.72)		$	368.32	$	80.54	$	39.30	$	252.20	$	79.72	$	38.90	$	249.70	$	249.70	
11	9	Miami-Dade Tax Collector	06/07/22	NAV Taxes/Interest	$	2,450.98	$	50.92	$	(25.02)		$	2,476.88	$	523.90	$	266.70	$	1,711.30	$	518.63	$	264.05	$	1,694.20	$	1,694.20	
12	10	Miami-Dade Tax Collector	07/05/22	NAV Taxes/Interest (TC)	$	3,768.10	$	169.55	$	(39.38)		$	3,898.27	$	901.75	$	405.00	$	2,630.90	$	892.72	$	400.95	$	2,604.60	$	2,604.60	
13	Int - 3	Miami-Dade Tax Collector	08/09/22	Interest		$	4.25			$	4.25	$	4.25			$	4.25			$	-	
14									$	-							$	-	
15									$	-							$	-	
					
$  314,259.54	
$  247.92	
$  (3,028.43)	
$  (11,648.12)	
$ 299,830.91	
$  60,906.21	
$  34,186.05	
$  219,415.20	
$  58,071.56	
$  32,589.45	
$  209,169.90	
$ 209,169.90	

Assessment Roll = $314,259.54	Note: $314,253, $60,654, $34,186 and $219,413 are 2021/2022 Budgeted assessments before discounts and fees.
$295,398, $57,015, $32,135 and $206,248 are 2021/2022 Budgeted assessments after discounts and fees.

$  314,259.54		
$	247.92	$  299,830.91	
$  (60,906.21)	$  (58,071.56)	
$  (34,186.05)	$  (32,589.45)	
$ (219,415.20)	$ (209,169.90)	
$	-	$	-	

FL Certificate of Authorization No. 7538 8935 NW 35 Lane, Suite 101
Doral, Florida 33172
Tel. (305) 640-1345 Fax (305) 640-1346
E-Mail: Juan.Alvarez@AlvarezEng.com

June 8, 2022

Ms. Gloria Perez District Manager
Trails at Monterey Community Development District Special District Services, Inc.
The Oaks Center 2501A Burns Road
Palm Beach Gardens, FL 33410

Re: Year 2022 Trails at Monterey CDD Report

Dear Ms. Perez:

The intent of this report is fourfold: 1) To inform as to the status of ownership of the infrastructure that was financed or constructed by the District; 2) To describe the state, working order and condition of the infrastructure still owned by the District; 3) To give recommendations as to the funds estimated necessary for the proper maintenance, repair and operation of the District’s infrastructure and; 4) To give recommendations as to the insurance to be carried by the District and the amount to be budgeted for premiums.

The District is located in Sections 4 and 9, Township 54S, Range 39E, in Miami-Dade County, Florida. It is generally bounded by Tamiami Trail (SW 8 Street, State Road 90, US-41) on the north, SW 157 Avenue on the west, SW 154 Avenue on the east, and SW 21 Street on the south; see exhibit 1 for the location and actual boundaries of the District. The District measures approximately 92.47 acres in area.

Infrastructure Ownership
Roads
All roads within the District have been dedicated to Miami-Dade County for the perpetual use of the public. This was accomplished by the recording of the following plats:
“E.F.M. Estates Section One” Recorded on March 6, 2003 in Miami-Dade County Plat Book 159, Page 98.
“E.F.M. Estates Section Two” Recorded on October 24, 2003 in Miami-Dade County Plat Book 160, Page 81.

Stormwater Management System (See Exhibit 1)
The road drainage system has been dedicated to Miami-Dade County for the perpetual use of the public by the recording of the plats described above.

Trails at Monterey CDD
2022 Report

The CDD owns and maintains five lakes, one dry retention area and two tree preservation tracts. Except for one half of a lake, which extends beyond the District boundary, as shown in Exhibit 1, all other lakes, retention and preservation tracts are located within the boundaries of the District. The tracts were conveyed to the District for ownership and maintenance through the following instruments:
Onsite (within the CDD boundary):
Dry retention area: Tract A (PB 159, Pg 98). Quit Claim Deed OR BK 24857, Pg 2611.
Tree preservation areas: Tract D (PB 159, Pg 98). Quit Claim Deed OR BK 24857, Pg 2611 and Tract H, Quit Claim Deed OR BK 24857, Pg 2614.
Lakes: Tracts B, C, (PB 159, Pg 98). Quit Claim Deed OR BK 24857, Pg 2611 and Tracts J, K, L, M, N, P, Q and R (PB 160, Pg 81). Quit Claim Deed OR BK 24857, Pg 2614.
Lakes: Tracts F (lake tract), E (lake access tract) (PB 159, Pg 98). Quit Claim Deed OR BK 24857, Pg 2611. These two tracts constitute the “one half” onsite portion of the lake that, together with the tracts identified below, make up one whole lake.
Offsite (outside the CDD boundary):
Lakes: Tracts S (lake tract) and T (lake access tract) (PB 161, Pg 42). Quit Claim Deed OR BK 24857, Pg 2617. These two tracts constitute the “one half” offsite portion of the lake that, together with the tracts identified above, make up one whole lake. This “one half” offsite portion of the lake is owned and maintained by the District.
The South Florida Water Management District (SFWMD) was given a Deed of Conservation Easement over the two tree preservation tracts described above (OR BK 21637, Pg 3622). The SFWMD is not responsible for the maintenance of the tracts.

Water Distribution System
The water distribution system was conveyed complete and in good condition to Miami-Dade County Water and Sewer Department (WASD) for ownership and maintenance, under Agreement ID No. 17741 (recorded at Miami-Dade County Official Record Book 20309, page 0798, and ORB 22371, page 1025 for Addendum 1). A small easement was granted to WASD between SW 155th Court and SW 8th Street (ORB 24930 page 2511).

Alvarez Engineers, Inc.
FL Certificate of Authorization No. 7538
8935 NW 35 Lane Street, Suite 101, Doral, Florida 33172
Telephone (305) 640-1345 Fax (305) 640-1346 E-Mail: Juan.Alvarez@AlvarezEng.com

Trails at Monterey CDD
2022 Report

Sanitary Sewer System
The sanitary sewer system and lift station were conveyed complete and in good condition to WASD for ownership and maintenance, under Agreement ID No. 17741 referenced above. Tract G of E.F.M. Estates Section One as recorded at Plat Book 159 page 98, was conveyed to MDWASD along with the lift station constructed on the property (SW 12 Terrace at SW 154 Avenue).

State, Working Order and Condition of the Infrastructure within the District
Roads
The County-own roads are in good working order and condition.

Issues with the roads may be reported online to the Miami-Dade County Department of Public Works and Waste Management by following the link provided below:
http://www.miamidade.gov/publicworks/report-problems.asp

Stormwater Management System
The water portion of the lakes are in good condition. Erosion on the banks of the lakes and loss of stabilizing grass should be monitored and addressed. Certain plantings by adjacent property owners in the lake banks may present impediments to CDD maintenance activities.

Road drainage complaints within the road right of ways may be reported online to the Miami-Dade County Department of Public Works and Waste Management by following the link provided below:

https://www.miamidade.gov/environment/flood-complaints.asp

Water Distribution System
Water distribution system is in good working order and condition.

Issues may be reported to the County at either of the following numbers: 305-274-9272 (Emergencies) or 305-665-7477 (Customer Service).

Estimated Maintenance Costs for District Owned Infrastructure
General
The CDD proposed 2022-2023 Fiscal Year budget has the following amounts for maintenance expenditures:

Trails at Monterey CDD
2022 Report

2022-2023 Budget for Maintenance	
Aquatics/Stormwater Management	$7,350	
Mitigation Maintenance	$3,300	
Lake Easement/Landscape Maintenance	$22,000	
Engineering/Inspections	$2,500	
Total	$35,150	

Alvarez Engineers finds the District’s proposed maintenance budget for Fiscal Year 2022- 2023 adequate and enough.

For more detailed information on the 2022-2023 Fiscal Year Budget please visit the District’s website at the following link:

https://trailsatmontereycdd.org/financials/

Roads
No maintenance costs are estimated since all the roads are owned and maintained by Miami-Dade County.

Stormwater Management System
No maintenance costs are estimated for the road drainage since the road drainage system is owned and maintained by Miami-Dade County.

The District has budgeted funds for aquatic, mitigation, landscape and lake maintenance as indicated above.

Water Distribution System
No maintenance costs are estimated since the water distribution system is owned and maintained by Miami-Dade County.

Insurance
Alvarez Engineers has reviewed the District’s general liability, hired non-owned auto, employment practices liability and public officials liability coverage insurance policy 100121066 provided by Florida Insurance Alliance for the period between October 1, 2021 and October 1, 2022. The District has budgeted enough funds to cover the $5,706 insurance premium.

This report was prepared to the best of my knowledge and belief and is based on field observations conducted by Alvarez Engineers personnel, the District Engineer’s Report and public documents available. If you have any questions please do not hesitate to contact me at 305-640-1345 or at Juan.Alvarez@Alvarezeng.com.

Sincerely,

Alvarez Engineers, Inc. Juan R. Alvarez, PE District Engineer
Date: June 8, 2022

Trails at Monterey CDD
2022 Report

This item has been digitally signed and sealed by Juan R. Alvarez, PE on June 7, 2022.

Printed copies of this document are not considered signed and sealed and the signature must be verified on any electronic copies.

•

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•

CDD OWNERSHIP
TRACTS "H, J, K, L, M, N, P, Q AND R" (PB 160, PG 81)
FOLIO 30-4909-004-2820
ORB 24857, PG 2614 CATEGORY: LAKES AND TREE PRESERVATION AREAS

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TRACTS "B, C, D, E, AND F"
(PB 159, PG 98)
FOLIO 30-4904-003-1380
30-4904-003-1390
30-4904-003-1420
30-4904-003-1400
30-4904-003-1410

•

ORB 24857, PG 2611 CATEGORY: LAKES AND TREE PRESERVATION AREAS

TRACTS "A"(PB 159, PG 98)

•

FOLIO 30-4904-003-1370
ORB 24857, PG 2611
CATEGORY: DRY RETENTION AREA

TRACTS "S, T" (PB 161,42) FOLIO 30-4909-008-0270
30-4909-008-0280
ORB 24857, PG 2617 CATEGORY: OUTSIDE CDD
BOUNDARIES LAKE AND LAKE ACCESS

ALVAREZ ENGINEERS, INC.
TRAILS AT MONTEREY CDD
CDD LAND OWNERSHIP

EXHIBIT 1

0

I

0'
I

--100'	300'

60

6

6/8/2022 P:\080602 - Trails at Monterey CDD (Yearly Report)\2022 Report\001-CADO\EXHIBIT-02.dgn	Page 45

TEMPLATE FOR LOCAL GOVERNMENTS AND SPECIAL DISTRICTS FOR PERFORMING A STORMWATER NEEDS
ANALYSIS PURSUANT TO SECTION 5 OF SECTION 403.9302, FLORIDA STATUTES	
	
INTRODUCTION	

As part of the 2021 regular session, the Legislature recognized the need for a long-term planning process for stormwater and wastewater. Section 403.9302, Florida Statutes, requires a 20-year needs analysis from the local governments providing stormwater services. Because this planning document is forward-looking, it will necessarily include a large number of assumptions about future actions. These assumptions should be based on any available information coupled with best professional judgment of the individuals completing the document.	

Completing this template by June 30, 2022, will fulfill the statutory requirements for the first round of 20-year needs analyses for stormwater. The template was generated by EDR in cooperation with local governments, Special Districts, the Florida Department of Environmental Protection (DEP), the Water Management Districts, the Florida Stormwater Association, private consultants, and others. Use of this tool will help ensure that information is
compiled consistently for the Office of Economic & Demographic Research’s (EDR) report to the Legislature.	

For the purposes of this document, a stormwater management program and a stormwater management system are as defined in statute (s. 403.031(15) and (16), F.S., respectively; language provided here:
https://www.flsenate.gov/Laws/Statutes/2021/403.031). Plainly speaking, the “program” is the institutional framework whereby stormwater management activities (MS4 NPDES permit activities, and other regulatory activities, construction, operation and maintenance, etc. ) are carried out by the public authority. The “system” comprises the physical infrastructure that is owned and/or operated by the local government or special district that
specifically is intended to control, convey or store stormwater runoff for treatment and flood protection purposes.	
	
For the purposes of this document, the following guiding principles have been adopted:	
Stormwater systems or facilities owned and operated by any of the following are excluded from reporting
requirements for local governments and special districts:	
Private entities or citizens
Federal government
State government, including the Florida Department of Transportation (FDOT)
Water Management Districts
School districts
State universities or Florida colleges	
Local government expenditures associated with routine operation and maintenance are fully funded prior to
commencing new projects and initiatives.	

Local government submissions will include the activities of dependent special districts. Only independent special districts report separately. For a list of all special districts in the state and their type (i.e., dependent or independent), please see the Department of Economic Opportunity’s Official List of Special Districts at the following link: http://specialdistrictreports.floridajobs.org/webreports/alphalist.aspx.	
With respect to federal and state statutes and rulemaking, current law and current administration prevails
throughout the 20-year period. In other words, the state’s present legal framework (i.e., the status quo) continues throughout the period.	

GENERAL INSTRUCTIONS FOR USING THE TEMPLATE 	
Instructions for submitting the template are still under development. Additional information regarding submission and answers to frequently asked questions will be posted on EDR’s website, along with other useful materials,
here: http://edr.state.fl.us/Content/natural-resources/stormwaterwastewater.cfm	
The statutory language forms the titles for each part. This template asks that you group your recent and projected
expenditures in prescribed categories. A detailed list of the categories is provided in part 5.0.	
The same project should not appear on multiple tables in the jurisdiction’s response unless the project’s expenditures are allocated between those tables. All expenditures should be reported in $1,000s (e.g., five
hundred thousand dollars should be reported as $500).	
For any jurisdiction that is contracting with another jurisdiction where both could be reporting the same
expenditure, please contact EDR for additional guidance. In situations where a reporting jurisdiction contracts with a non-reporting jurisdiction, (i.e., FDOT, the water management districts, the state or federal government), the reporting jurisdiction should include the expenditures.	
When reporting cost information, please only include the expenditures that have flowed, are flowing, or will likely flow through your jurisdiction’s budget. While necessary to comply with the statute, the concept of “future
expenditures” should be viewed as an expression of identified needs.	
These projections are necessarily speculative and do not represent a firm commitment to future budget actions
by the jurisdiction.	
	
This Excel workbook contains three worksheets for data entry. (Along the bottom of the screen, the three tabs are
highlighted green.) Empty cells with visible borders are unlocked for data entry. In the first tab, titled "Background through Part 4," the information requested is either text, a dropdown list (e.g., Yes or No), or a checkbox. The next tab, "Part 5 through Part 8," contains tables for expenditure or revenue data as well as some follow-up questions that may have checkboxes, lists, or space for text.	

In Part 5 and Part 6, the expenditure tables have space for up to 5 projects. More projects can be listed in the "Additional Projects" tab. This tab contains a table with space for up to 200 additional projects. In order for these additional projects and expenditures to be correctly classified and included in the final totals, each project must be assigned a Project Type and Funding Source Type the from the dropdown lists in columns B and C.	
	
Links to Template Parts:	
Background Information	
Part 1	
Part 2	
Part 3	
Part 4	
Part 5	
Part 6	
Part 7	
Part 8	
Additional Projects - This table contains additional rows for projects that do not fit into the main tables in Parts 
5 and 6	

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CDD OWNERSH P
TRACTS "H, J, K, L, M, N, P, Q AND R" (PB 160, PG 81)
FOLIO 30-4909-004-2820

•

ORB 24857, PG 2614 CATEGORY: LAKES AND TREE PRESERVATION AREAS

TRACTS "B, C, D, E, AND F" (PB 159, PG 98)
FOLIO 30-4904-003-1380
30-4904-003-1390
30-4904-003-1420
30-4904-003-1400
30-4904-003-1410

•

ORB 24857, PG 2611 CATEGORY: LAKES AND TREE PRESERVATION AREAS

TRACTS "A"(PB 159, PG 98)

•

FOLIO 30-4904-003-1370
ORB 24857, PG 2611
CATEGORY: DRY RETENTION AREA

TRACTS "5, T" (PB 161,42)
FOLIO 30-4909-008-0270
30-4909-008-0280
ORB 24857, PG 2617 CATEGORY: OUTSIDE CDD
BOUNDARIES LAKE AND LAKE ACCESS

ALVAREZ ENGINEERS, INC.
TRAILS AT MONTEREY CDD
CDD LAND OWNERSHIP

EXHIBIT 1

I

0 100'	300'

600'
I

--

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