TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT

MIAMI-DADE COUNTY REGULAR BOARD MEETING FEBRUARY 28, 2023
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
February 28, 2023
6:30 p.m.

Call to Order
Proof of Publication	Page 1
Establish Quorum
Declaring Vacancy to Seats #3 and #4 followed by Appointments
Administering Oaths of Office & Review Board Member Responsibilities and Duties
Elections of Officers
Additions or Deletions to Agenda
Comments from the Public for Items Not on the Agenda
Approval of Minutes
October 25, 2022 Regular Board Meeting Minutes	Page 2
New Business
Discussion Regarding Request for Stay Submitted for Chavez Residence for Encroachment
at 1860 SW 155th Ave	Page 7
Consider Approval of District Counsel Request for Adjustment to Fee Structure	Page 12
Consider Approval of District Engineer Request for Adjustment to Fee Structure	Page 14
Discussion Regarding District Engineer Lake Bank Inspections
Old Business
Administrative Matters
Financial Update…	Page 16
Board Member/Staff: Additional Comments/Requests
Adjourn

MIAMI-DAPE

STATE OF FLORIDA COUNTY OF MIAMI-DADE:

Before the undersigned authority personally appeared MARIA MESA, who on oath says that he or she is the LEGAL CLERK, Legal Notices of the Miami Daily Business Review f/k/ a Miami Review, a daily  (except Saturday,  Sunday and Legal Holidays) newspaper, published at Miami in Miami-Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT - FISCAL YEAR 2022/2023 REGULAR MEETING SCHEDULE

in the XXXX Court,
was published in said newspaper by print in the issues of and/or by publication on the newspaper's website, if authorized, on

10/17/2022

Affiant further says	with all
Florida

I

;3��
(SEAL)
MARIA MESA personally known to me

Vk /! Expires November 2, 2025

;'_:· ¾ ·:.\ Commission# HH 187442

.-·;? ? -- BARBARA TI-IOMAS

·-,. f.f. ':'.-· Bonded Thru TroyFainInsurance 800-385-7019

Page 1

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
OCTOBER 25, 2022

CALL TO ORDER

Mrs. Perez called the Trails at Monterey Community Development District (the “District”) Regular Board Meeting of October 25, 2022, to order at 6:49 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 17, 2022, as part of the District’s Fiscal Year 2022/2023 Meeting Schedule, as legally required.

ESTABLISH A QUORUM

Mrs. Perez stated that the attendance of Vice Chairman Juan Sanhueza and Supervisors Carlos Delgado and Olga Nadal 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.

Also present were Miguel Chavez and his daughter, Victoria.

CONSIDER RESIGNATION OF SUPERVISOR

Mrs. Perez presented a letter of resignation from Supervisor Ileana Suarez, resigning from the Seat No. 4, effective June 15, 2022.

A MOTION was made by Supervisor Delgado, seconded by Supervisor Sanhueza and unanimously passed accepting Ileana Suarez’s resignation from Seat No. 4, effective June 15, 2022, and simultaneously declaring a vacancy in Seat No. 4.

APPOINTMENT TO VACANCIES

No appointments were made to Board vacancies.

ADMINISTER OATH OF OFFICE AND REVIEW BOARD MEMBER DUTIES & RESPONSIBILITIES

This was not applicable at this time.

ELECTION OF OFFICERS

Mrs. Perez stated that it would now be in order to elect Officers of the District. She noted the roles Armando Silva, Nancy Nguyen and herself regarding appointment to office and indicated that nominations would be

in order for Chairperson and Vice-Chair, with the remaining three Supervisors being designated as Assistant Secretaries.

Supervisor Delgado nominated Juan Sanhueza for Chairman and Carlos Delgado for Vice Chair. The following slate of Officers was nominated for election:

Chairperson – Juan Sanhueza
Vice Chairperson – Carlos Delgado
Assistant Secretary – Olga Nadal
Secretary/Treasurer – Gloria Perez
Assistant Secretaries - Armando Silva and Nancy Nguyen (District Managers with Special District Services, Inc., in Mrs. Perez’s absence)

A MOTION was made by Supervisor Delgado, seconded by Supervisor Nadal and unanimously passed electing the Slate of Officers, as nominated.

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
1. May 24, 2022, Public Hearing & Regular Board Meeting

The minutes of the May 24, 2022, Public Hearing & Regular Board Meeting were presented for approval.

There being no changes, a MOTION was made by Supervisor Delgado, seconded by Supervisor Sanhueza and unanimously passed approving the minutes of the May 24, 2022, Public Hearing & Regular Board Meeting, as presented.

NEW BUSINESS
Consider Allstate Resource Management 2023 Increase

Mrs. Perez presented the notice provided by Allstate Resource Management regarding the 2023 proposed increase for an additional 5 to 10% for budgeting purposes.

No action was taken regarding this item.

Consider Resolution No. 2022-05 – Adopting an Amended Fiscal Year 2021.2022 Budget

Mrs. Perez presented Resolution No. 2022-05, entitled:

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.

Mrs. Perez explained, as done every year for administrative and statutory requirements, within 60 days of any given fiscal year end, the Board adopts a revised/amended budget for said year. The fiscal year ended on September 30, 2022. This is the reason it is administrative in nature (past year’s budget for past year’s expenses) and will serve as the Board’s final approval/ratification of the District’s expenditures for the past fiscal year.

A MOTION was made by Supervisor Nadal , seconded by Supervisor Sanhueza and unanimously passed adopting Resolution No. 2022-05, as presented.

Discussion Regarding 1860 SW 155th Avenue Encroachment

Mrs. Perez presented homeowner’s request letter regarding the encroachments at the property located at 1860 SW 155th Avenue, in addition to the District Engineer’s opinion regarding the encroachment, as well as images of the palms planted on District owned and maintained property and District letters requesting the removal of the palms.

The Board reviewed all the materials including the District Engineer’s opinion stating “the property owner claims the root 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 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 the lack of information, I am not claiming the latter.

I think the coconut trees should be removed from the CDD’s property as indicated in previous letter, sent to the property owner, and the owner should build the adequate berm inside their property, 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 the property, and to protect their improvements inside of their lot.”

Mr. Chavez and his daughter were present at the meeting and were given the opportunity to approach the Board. They requested an exception allowing for the palms to remain in place.

The Board advised of reasons the request was made, including but not limited to the maintenance of the lake bank and avoiding additional costs for the District leading to the requests that this vegetation be removed. The Board advised that the same request was made of every other resident who had similar encroachments, of which all had complied with the exception of this property. Therefore, the Board was unanimous it would not be fair or justifiable to the rest of the individuals/residents who had complied that an exception be made for Mr. Chavez in addition to going against the District Engineer’s recommendations.

Ms. Wald provided explanations and clarifications to questions of the Board and Mr. Chavez.

A lengthy discussion ensued, and the Board was unanimous in not approving the request from Mr. Chavez.

Mr. Chavez and his daughter, who translated for Mr. Chavez, confirmed that they understood the Board’s denial of the request and agreed to comply.

A MOTION was made by Supervisor Delgado, seconded by Supervisor Nadal and unanimously passed granting Mr. Chavez, the owner of the property located at 1860 SW 155th Avenue, Miami, Florida 33185, an extension of 45 days to remove the palms from District property.

Consider Ratification of “No Parking” Signage Installation

Mrs. Perez advised the Board that she was seeking Board ratification of the “No Parking” signage installation off SW 157 Avenue, between SW 8 Lane and the nearest lake and preserve area. The location is typically used for the maintenance service providers to access the area, but as of recent, it was becoming a high traffic area, as reported by the homeowners. Therefore, with the District Engineer’s verification and approval said signage, as shown in the meeting materials, was installed.

A MOTION was made by Supervisor Nadal, seconded by Supervisor Sanhueza and passed unanimously ratifying the “No Parking” signage installation, as presented.

OLD BUSINESS

There were no Old Business items to come before the Board.

ADMINISTRATIVE MATTERS
Financial Update

Mrs. Perez presented the monthly financial statements presented in the meeting book. Available funds as of September 30, 2022, were $221,838.63.

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

Accept & Receive 2022 District Annual Engineering Report

Mrs. Perez noted that this agenda item was added and provided a handout of the Annual Engineer’s Report.

A MOTION was made by Supervisor Delgado, seconded by Supervisor Sanhueza and unanimously passed accepting and receiving the District’s 2022 Annual Engineer’s Report, as presented.

Accept & Receive 20-Year Stormwater Needs Analysis

Mrs. Perez noted that this agenda item was added and provided a handout of the Annual Engineer’s Report.

A MOTION was made by Supervisor Delgado, seconded by Supervisor Sanhueza and unanimously passed accepting and receiving the District’s 20-Year Stormwater Needs Analysis, as presented.

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 Sanhueza, seconded by Supervisor Nadal adjourning the meeting at 7:31 p.m. The MOTION carried unanimously.

ATTESTED BY:

Secretary/Assistant Secretary	Chairman/Vice-Chair

From:	Gloria Perez
To:	mike chavez; GRISELLE MARINO
Cc:	Frances Ware; Gabrielle Vitucci; Juan R. Alvarez; Ginger E. Wald; Ronald Galvis; Nancy Nguyen
Subject:	TAM Chavez Encroachment 1860 SW 155 Avenue
Date:	Monday, February 13, 2023 4:51:20 PM
Attachments:	image001.png image002.jpg

Good afternoon Mr. Chavez and Ms. Marino,

Please be advised that the information forwarded in the form of two (2) emails by Ms. Marino, have forwarded via emails are being reviewed as previously mentioned by Alvarez Engineering who serves as the District Engineer and by Ms. Wald, District Counsel, both who are copied herein.

I will be presenting said emails in the upcoming meeting materials for the Board of Supervisors of the Trails at Monterey Community Development District, Regular Meeting scheduled for Tuesday, February 28, 2023, at 6:30 p.m. in the Conference Room at Kendall Executive Center located at 8785 SW 165th Avenue, Suite 200, Miami, Florida 33193. District meetings are open to the public, and as are aware you are welcome to attend and approach the Board as previously done by Mr. Chavez.

Ms. Marino, in your communications you make mention of outside inspections or professional opinions, should these be available kindly forward for the District professional staff and Board review in advance to the meeting date. If said information can be made available to the District prior to February 20th, 2023, I would gladly include the same in the meeting materials. Otherwise, it can be distributed via handout.
Thank you,

Gloria Perez District Manager
Special District Services, Inc. gperez@sdsinc.org

Office: 786-347-2711 Ext. 2011
Toll Free: 877-737-4922

www.sdsinc.org

BOARD MEMBERS: Please do not use the reply all feature of your e-mail as it may be deemed a violation of the Sunshine law. Please reply only to the management office. Under Florida Law, e-mail addresses are public records.

From: GRISELLE MARINO <gmarino13@outlook.com>
Sent: Friday, December 9, 2022 2:38 PM
To: Ronald Galvis <rGalvis@sdsinc.org>
Cc: mike chavez <mike29way@hotmail.com>; Gloria Perez <gperez@sdsinc.org>; Frances Ware <FWare@sdsinc.org>; Gabrielle Vitucci <gvitucci@sdsinc.org>
Subject: Thanks for your reply

Thank you very much! You too, have a nice weekend!

From: Ronald Galvis <rGalvis@sdsinc.org>
Sent: Friday, December 9, 2022 1:05 PM
To: GRISELLE MARINO <gmarino13@outlook.com>
Cc: mike chavez <mike29way@hotmail.com>; Gloria Perez <gperez@sdsinc.org>; Frances Ware <FWare@sdsinc.org>; Gabrielle Vitucci <gvitucci@sdsinc.org>; Ronald Galvis
<rGalvis@sdsinc.org>
Subject: Re: STAY shall be granted - 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk

Good afternoon, Mrs. Marino,

As previously responded via text message, we acknowledge receipt of your 2 emails regarding this matter. Your emails have been shared with the District's Engineers and Counsel for review.

We will go back to you shortly with any responses and/or comments. Have a nice weekend.

Ronald Galvis Field Operations Manager (786)503-1633
rgalvis@sdsinc.org www.sdsinc.org

From: GRISELLE MARINO <gmarino13@outlook.com>
Sent: Friday, December 9, 2022 12:18 PM
To: Ronald Galvis <rGalvis@sdsinc.org>
Cc: mike chavez <mike29way@hotmail.com>; Gloria Perez <gperez@sdsinc.org>; Frances Ware <FWare@sdsinc.org>; Gabrielle Vitucci <gvitucci@sdsinc.org>
Subject: STAY shall be granted - 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk

To whom it may concern:

A STAY (stop, halt) in your plans to remove trees shall be granted as owners possess documentation removing trees poses unacceptable risk per Florida State legislation and County Special District. An email from your engineer Juan Alvarez from Alvarez Engineering uses the word "think" - he is unsure beyond reasonable doubt that removing the tress will not cause unacceptable risk to the residents of the property which includes a 7-year-old child.

Miami-Dade County and Florida State are involved in this case and subsequent engineering inspections will take place in order to ensure that removing trees will not force the pavement to lean more towards the lake as the owners were advised by the company who visited the property when they planned on building a pool and they advised against it and added the trees shall not be removed.

Owners have provided pictures of the cracks of the pavement and fence uneven height which prove the dangers of the foundation of the pavement on the property. In order to prevent incidents and tragedies like the one in Surfside, County inspectors will check the property.

Due to the holidays and employees' vacation time, the inspection will take place in the coming weeks for what the owners need a STAY in your vote to remove the tree within 45 days of Oct. 25 which would end tomorrow, Dec. 10, 2022. 

Such vote by the way was taken without pictures of the cracks and fence provided by the owners and not included in the booklet. The legislation mentioned was not even considered during the Oct. 25, 2022 meeting breaking State law. Owners believe this information was not included int he booklet of the Oct. 25, 2022 meeting irresponsibly as only one side of the argument was taken into consideration and the voting members did not have the full story when they voted on it. Owners will welcome further discussion where additional evidence will be presented and they will be represented by legal counsel.

Once again, your engineer's email in the booklet does not guarantee nor assure the safety of the residents nor does he say it does not pose unacceptable risk per legislation by the State.

If you have any questions, please contact Griselle Marino at 786 863 7767 or Miguel Chavez at 786 217 5224. Thanks,
Griselle and Miguel Chavez

MO

From: Ronald Galvis <rGalvis@sdsinc.org>
Sent: Friday, October 21, 2022 3:49 PM
To: GRISELLE MARINO <gmarino13@outlook.com>
Cc: mike chavez <mike29way@hotmail.com>; Gloria Perez <gperez@sdsinc.org>; Frances Ware <FWare@sdsinc.org>; Gabrielle Vitucci <gvitucci@sdsinc.org>; Ronald Galvis
<rGalvis@sdsinc.org>
Subject: Re: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk Good afternoon, Mrs. Marino,
The answer is yes, the District's meeting will be held in the mentioned date and time. Thank you and have a nice weekend.
Ronald Galvis
Field Operations Manager Special District Services (786)503-1633
rgalvis@sdsinc.org

Sent from my IPhone

From: GRISELLE MARINO <gmarino13@outlook.com>
Sent: Friday, October 21, 2022 9:21 AM
To: Ronald Galvis <rGalvis@sdsinc.org>
Cc: mike chavez <mike29way@hotmail.com>; Gloria Perez <gperez@sdsinc.org>; Frances Ware <FWare@sdsinc.org>; Gabrielle Vitucci <gvitucci@sdsinc.org>
Subject: Re: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk Good morning: Just confirming the meeting is still confirmed for Tuesday night. Thank you.
Sent from my iPhone

On Oct 13, 2022, at 12:17 AM, GRISELLE MARINO <gmarino13@outlook.com> wrote: Thanks. We will be there on Oct. 25. Please let us k is if it gets rescheduled. We appreciate it. Sent from my iPhone

On Oct 3, 2022, at 2:41 PM, Ronald Galvis <rGalvis@sdsinc.org> wrote:

October 3rd, 2022.

Good afternoon, Ms. Marino,

As mentioned in my previous response, your email and attachments have been shared with the District's Engineers and Counsel.

Please be advised that this matter, your request and all the documentation, will be presented before the Board of Supervisors, for review and direction, during the upcoming meeting currently scheduled for Tuesday, October 25th, 2022, at 6:30pm. This meeting will be held in the Conference Room at the Kendall Executive Center, located at 8785 SW 165th Avenue, Suite 200, Miami, FL 33193.

Please be advised that meetings may be cancelled from time to time without advertised notice, for that reason, we respectfully suggest you confirm in advance if you are planning to attend.

Should you have any further questions please feel free to contact me.

Thank you,

Ronald Galvis Field Operations Manager (786)503-1633
rgalvis@sdsinc.org www.sdsinc.org

From: Ronald Galvis <rGalvis@sdsinc.org>
Sent: Monday, October 3, 2022 8:04 AM
To: GRISELLE MARINO <gmarino13@outlook.com>
Cc: mike chavez <mike29way@hotmail.com>; Gloria Perez <gperez@sdsinc.org>; Ronald Galvis <rGalvis@sdsinc.org>; Frances Ware <FWare@sdsinc.org>
Subject: Re: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk

Good morning Ms. Marino, and thank you for your email.

Please be advised it has been submitted to the Trails at Monterey Community Development District (the "District") Engineers and Counsel, for their review and advise.

We will keep you posted on any response, recommendation, instructions provided by them regarding this matter.

If you need any additional assistance, please do not hesitate to reach out to me (my contact information is under my signature). Best regards.

Ronald Galvis Field Operations Manager (786)503-1633
rgalvis@sdsinc.org www.sdsinc.org

From: GRISELLE MARINO <gmarino13@outlook.com>
Sent: Friday, September 30, 2022 6:15 PM
To: Ronald Galvis <rGalvis@sdsinc.org>; Gloria Perez <gperez@sdsinc.org>
Cc: mike chavez <mike29way@hotmail.com>
Subject: 1860 SW 155 Avenue - owner possesses documentation (pictures attached and physical evidence) removing trees poses unacceptable risk

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

Favorable (final action)View Meeting AppearancesSee Votes

View NoticeMeeting PacketsAction Packets

View NoticeMeeting PacketsAction Packets

View NoticeMeeting PacketsAction Packets

Related Bills	
Bill #	Subject	Relationship

CS/SB 518

Private Property Rights to Prune, Trim, and Remove Trees

Identical

Bill Text	
Original Filed Version
Staff Analysis	

House	Final Bill Analysis 6/2/2022 11:04:55 AM

Chamber	Committee

House	Judiciary Committee 2/21/2022 7:58:55 PM

House	Final Bill Analysis 3/23/2022 8:44:04 AM
House	Judiciary Committee 2/17/2022 2:27:45 PM

House	Local Administration & Veterans Affairs Subcommittee 2/7/2022 5:09:56 PM

House	Civil Justice & Property Rights Subcommittee 1/27/2022 1:43:54 PM

House	Local Administration & Veterans Affairs Subcommittee 2/3/2022 4:54:51 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	Ver.
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

LAW OFFICES
BILLING, COCHRAN, LYLES, MAURO & RAMSEY, P.A.
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WWW. BILLING COCHRAN. COM PLEASE REPLY TO! FORT LAUDERDALE

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OF COUNSEL

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February 3, 2023

VIA E-MAIL ONLY- gperez@sdsinc.org

Ms. Gloria Perez District Manager
Special District Services, lnc. Kendall Office Center
8785 SW 165th Avenue #200
Miami, FL 33193

Re:	Adjustment to District Counsel Fee Structure
Trails at Monterey Community Development District Our File: 812.06090
Dear Gloria:

This firm's current fee structure has been in place since 2006. Although we are certainly mindful of the necessity to keep increases in the District s expenses including the cost of legal services, to a rrurumum it has become necessary for us to adjust our hourly rates effective May 1, 2023 as follows:

Attorneys/Partners:
Attorneys/Associates:

$275.00 per hour
$225.00 per hour

This hourly fee structure will be adjusted on a periodic basis in connection with the District's budget process no later than every third Fiscal Year to reflect changes in the Consumer Price Index published by the U. S. Department of Labor. The CPI has reflected a 49% increase since the year 2006 and we have not raised our fees during that time.

Ms. Gloria Perez February 3, 2023 Page2

Naturally, should you have any questions or require any further information in support ofthis adjustment you should feel free to contact me at your convenience. As I think you are aware, we very much appreciate the opportunity to serve as District Counsel as well as your courtesy and cooperation with regard to the necessity of what we believe to be both infrequent and reasonable adjustments to our schedule of professional fees.
Ginger E. Wald For the Firm

GEW/jmp

Alvarez Engineers

8935 NW 35 Lane, Suite 101 Doral, FL 33172
Tel (305) 640-1345
Email Alvarez@AlvarezEng.com Website www.alvarezeng.com

February 16, 2023

Board of Supervisors
Trails at Monterey Community Development District Attn: District Manager Gloria Perez
Special District Services, Inc. 2501 Burns Road
Palm Beach Gardens, FL 33410

Reference: Via:

Trails at Monterey Community Development District Alvarez Engineers Personnel Billing Rates
Email Only: gperez@sdsinc.org

Dear Board of Supervisors,

In accordance with the terms of the Engineering Agreement, dated June 5, 2008, between Alvarez Engineers, Inc. and the CDD, I would like to respectfully request the Board of Supervisors to consider updating our hourly personnel billing rates and staff classifications to our proposed 2023 rates as shown in the attached table. Our rates were last revised and approved via motion by the Board on June 14, 2016.

u have any questions or if you would like to discuss this further.

Sincerely,

J·.:t:\:'VC·.-,1H·,rir§2:\5. 1n.::cn-:=\lnv,Ji,_.::.,\lnv1_,iu - Fc,rrn5,  ?1 ---.,-e ltJr2s\AE - 3illi11g Rc1te \nilling -':::t.:.c, {2:123)\Dist-·1:r r,1::in;:;i::.:.f:;\ k t.:. lnr·:=-.::.::;. L,:.ttPrc.:\H(-,11rly
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Trails at Monterey CDD	
Current 2016 Rates	Proposed 2023 Rates	
Principal	$	200.00	Principal	$	220.00	
Chief Engineer				
Senior Engineer	$	170.00	Senior Engineer	$	185.00	
Senior Project Engineer	$	150.00	Engineer 2	$	160.00	
Project Manager				
Project Engineer	$	130.00	Engineer 1	$	140.00	
		Electrical Engineer	$	135.00	
Engineer	$	125.00	Engineer Intern	$	130.00	
CADD	$	95.00	Senior Designer	$	110.00	
		CADD/Computer Technician	$	100.00	
		Senior Engineering Technician	$	95.00	
Engineering Technician	$	85.00	Engineering Technician	$	90.00	
Senior Administrative	$	80.00	Senior Administrative	$	95.00	
Administrative	$	SO.OD	Administrative	$	60.00	

Staff Classification
Principal Senior Engineer Engineer 2
Engineer 1 Electrical Engineer Engineer Intern Senior Designer
CADD/Computer Technician Senior Engineering Technician Engineering Technician Senior Administrative Administrative

Definition
Professional Engineer with 20+ years of post registration experience Professional Engineer with 10+ years of post registration experience Professional Engineer with S+ years of post registration experience Professional Engineer with 0+ years of post registration experience Electrical Engineer with 2+ years of post-graduate experience
Entry level with engineering degree; Engineering Intern License 15+ years of design experience, non-registered
Design and Drafting with 1+ year of experience 5+ years of experience
Entry level, with 0-4 years of experience
Degreed executive assistant with 8+ years of experience Secretary/ Clerical

Trails At Monterey Community Development District

Financial Report For January 2023

Trails At Monterey Community Development District
Budget vs. Actual
October 2022 through January 2023

Oct '22 - Jan 23	22/23 Budget	$ Over Budget	% of Budget
 			
Income

363.100 ꞏ Administrative Assessments	52,541.25		57,438.00		-4,896.75		91.48%	
363.101 ꞏ Maintenance Assessments	34,205.84		37,394.00		-3,188.16		91.47%	
363.810 ꞏ Debt Assessments	200,692.31		219,413.00		-18,720.69		91.47%	
363.820 ꞏ Debt Assessment-Paid To Trustee	-190,799.70		-206,248.00		15,448.30		92.51%	
363.830 ꞏ Assessment Fees	-2,760.31		-6,285.00		3,524.69		43.92%	
363.831 ꞏ Assessment Discounts	-11,408.78		-12,570.00		1,161.22		90.76%	
369.401 ꞏ Interest Income	1,134.63		300.00		834.63		378.21%	
369.402 ꞏ Carryover From Prior Year	0.00		20,295.00		-20,295.00		0.0%	
Total Income	83,605.24		109,737.00		-26,131.76		76.19%	
Gross Profit	83,605.24		109,737.00		-26,131.76		76.19%	
Expense								
511. ꞏ Professional Fees								
511.310 ꞏ Engineering	1,450.00		2,500.00		-1,050.00		58.0%	
511.315 ꞏ Legal Fees	1,925.00		10,500.00		-8,575.00		18.33%	
511.320 ꞏ Audit Fees	0.00		3,600.00		-3,600.00		0.0%	
Total 511. ꞏ Professional Fees	3,375.00		16,600.00		-13,225.00		20.33%	
511.122 ꞏ Payroll Tax Expense	30.60		400.00		-369.40		7.65%	
511.131 ꞏ Supervisor Fee	400.00		5,000.00		-4,600.00		8.0%	
511.301 ꞏ Aquatic/Stormwater Management	2,117.00		7,350.00		-5,233.00		28.8%	
511.302 ꞏ Mitigation Maintenance	0.00		3,300.00		-3,300.00		0.0%	
511.303 ꞏ Lake Easement/Landscaping	4,800.00		22,000.00		-17,200.00		21.82%	
511.311 ꞏ Management Fees	10,504.00		31,512.00		-21,008.00		33.33%	
511.312 ꞏ Secretarial Fees	1,200.00		3,600.00		-2,400.00		33.33%	
511.314 ꞏ Website Management	250.00		750.00		-500.00		33.33%	
511.318 ꞏ Assessment/Tax Roll	0.00		6,000.00		-6,000.00		0.0%	
511.450 ꞏ Insurance	6,134.00		6,000.00		134.00		102.23%	
511.480 ꞏ Legal Advertisements	101.58		750.00		-648.42		13.54%	
511.512 ꞏ Miscellaneous	80.88		1,550.00		-1,469.12		5.22%	
511.513 ꞏ Postage and Delivery	44.23		300.00		-255.77		14.74%	
511.514 ꞏ Office Supplies	126.10		600.00		-473.90		21.02%	
511.515 ꞏ Miscellaneous Maintenance	600.00		0.00		600.00		100.0%	
511.540 ꞏ Dues, License & Subscriptions	175.00		175.00		0.00		100.0%	
511.733 ꞏ Trustee Fees	0.00		3,500.00		-3,500.00		0.0%	
511.734 ꞏ Continuing Disclosure Fee	0.00		350.00		-350.00		0.0%	
Total Expense	29,938.39		109,737.00		-79,798.61		27.28%	
Net Income	53,666.85		0.00		53,666.85		100.0%	

TRAILS AT MONTEREY COMMUNITY DEVELOPMENT DISTRICT MONTHLY FINANCIAL REPORT
JANUARY 2023

REVENUES	
Annual Budget
10/1/22 - 9/30/23	
Actual Jan-23	Year To Date Actual
10/1/22 - 1/31/23	
ADMINISTRATIVE ASSESSMENTS	57,438	2,490	52,541	
MAINTENANCE ASSESSMENTS	37,394	1,621	34,206	
DEBT ASSESSMENTS	219,413	9,510	200,692	
OTHER REVENUES	0	0	0	
INTEREST INCOME	300	0	1,135	
				
Total Revenues	$	314,545	$	13,621	$	288,574	
				
EXPENDITURES				
MAINTENANCE EXPENDITURES				
AQUATIC/STORMWATER MANAGEMENT	7,350	557	2,117	
MITIGATION MAINTENANCE	3,300	0	0	
LAKE EASEMENT/LANDSCAPE MAINTENANCE	22,000	1,200	4,800	
ENGINEERING/INSPECTIONS	2,500	0	1,450	
MISCELLANEOUS MAINTENANCE	0	0	600	
TOTAL MAINTENANCE EXPENDITURES	$	35,150	$	1,757	$	8,967	
				
ADMINISTRATIVE EXPENDITURES				
SUPERVISOR FEES	5,000	0	400	
PAYROLL TAXES (EMPLOYER)	400	0	31	
MANAGEMENT	31,512	2,626	10,504	
SECRETARIAL	3,600	300	1,200	
LEGAL	10,500	0	1,925	
ASSESSMENT ROLL	6,000	0	0	
AUDIT FEES	3,600	0	0	
INSURANCE	6,000	0	6,134	
LEGAL ADVERTISING	750	0	102	
MISCELLANEOUS	1,550	10	81	
POSTAGE	300	5	44	
OFFICE SUPPLIES	600	0	126	
DUES & SUBSCRIPTIONS	175	0	175	
TRUSTEE FEES	3,500	0	0	
CONTINUING DISCLOSURE FEE	350	0	0	
WEBSITE MANAGEMENT	750	63	249	
TOTAL ADMINISTRATIVE EXPENDITURES	$	74,587	$	3,004	$	20,971	
				
TOTAL EXPENDITURES	$	109,737	$	4,761	$	29,938	
				
REVENUES LESS EXPENDITURES	$	204,808	$	8,860	$	258,636	
				
BOND PAYMENTS	(206,248)	(9,091)	(190,800)	
				
BALANCE	$	(1,440)	$	(231)	$	67,836	
				
COUNTY APPRAISER & TAX COLLECTOR FEE	(6,285)	(131)	(2,760)	
DISCOUNTS FOR EARLY PAYMENTS	(12,570)	(469)	(11,409)	
				
EXCESS/ (SHORTFALL)	$	(20,295)	$	(831)	$	53,667	
				
CARRYOVER FROM PRIOR YEAR	20,295	0	0	
				
NET EXCESS/ (SHORTFALL)	$	-	$	(831)	$	53,667	

Bank Balance As Of 1/31/23	$	470,835.20	
Accounts Payable As Of 1/31/23	$	196,210.49	
Accounts Receivable As Of 1/31/23	$	-	
Available Funds As Of 1/31/23	$	274,624.71	

Trails at Monterey Community Development District Check Register
October 2022 ‐ January 2023

Check #	Date	Vendor	Amount	
10‐1	10/6/2022	Allstate Resource Management, Inc.	520.00	
10‐2	10/6/2022	Billing, Cochran, Lyles, Mauro & Ramsey	427.50	
10‐3	10/6/2022	Egis Insurance & Risk Advisors	6,134.00	
10‐4	10/6/2022	Modern Image Landscape & Design	1,200.00	
10‐5	10/6/2022	Special District Services, Inc.	9,331.48	
10‐6	10/24/2022	Alvarez Engineers, Inc.	450.00	
10‐7	11/2/2022	ALM Media, LLC	101.58	
11‐1	11/3/2022	Allstate Resource Management, Inc.	520.00	
11‐2	11/3/2022	Alvarez Engineers, Inc.	500.00	
11‐3	11/3/2022	Billing, Cochran, Lyles, Mauro & Ramsey	400.00	
11‐4	11/3/2022	Department of Economic Opportunity	175.00	
11‐5	11/3/2022	Modern Image Landscape & Design	1,200.00	
11‐6	11/3/2022	Raptor Vac Systems	600.00	
11‐7	11/3/2022	Special District Services, Inc.	3,017.19	
12‐1	12/2/2022	Allstate Resource Management, Inc.	520.00	
12‐2	12/2/2022	Alvarez Engineers, Inc.	1,300.00	
12‐3	12/2/2022	Billing, Cochran, Lyles, Mauro & Ramsey	1,125.00	
12‐4	12/2/2022	Modern Image Landscape & Design	1,200.00	
12‐5	12/2/2022	Special District Services, Inc.	3,131.53	
1‐1	1/10/2023	Allstate Resource Management, Inc.	520.00	
1‐2	1/10/2023	Billing, Cochran, Lyles, Mauro & Ramsey	400.00	
1‐3	1/10/2023	Modern Image Landscape & Design	1,200.00	
1‐4	1/10/2023	Special District Services, Inc.		3,001.40		
TOTAL			36,974.68	

TRAILS AT MONTEREY CDD TAX COLLECTIONS
2022-2023

#	

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	
									$314,245.00	$57,438.00	$37,394.00	$  219,413.00	$57,438.00	$37,394.00	$  219,413.00		
									$295,390.00	$53,992.00	$35,150.00	$  206,248.00	$53,992.00	$35,150.00	$  206,248.00	206,248.00	
1	1	Miami-Dade Tax Collector	11/23/22	NAV Taxes	$	30,406.03		$	(291.49)	$	(1,257.08)	$	28,857.46	$	5,558.18	$	3,618.35	$	21,229.50	$	5,275.01	$	3,434.10	$	20,148.35	$	20,148.35	
2	2	Miami-Dade Tax Collector	11/25/22	NAV Taxes	$	17,332.80		$	(166.40)	$	(693.22)	$	16,473.18	$	3,168.25	$	2,062.64	$	12,101.91	$	3,011.08	$	1,960.35	$	11,501.75	$	11,501.75	
3	3	Miami-Dade Tax Collector	12/07/22	NAV Taxes	$  214,776.00		$	(2,061.85)	$	(8,590.17)	$  204,123.98	$	39,258.75	$	25,558.80	$  149,958.45	$	37,311.48	$	24,291.25	$  142,521.25	$  142,521.25	
4	4	Miami-Dade Tax Collector	12/22/22	NAV Taxes	$	11,304.00		$	(109.06)	$	(399.40)	$	10,795.54	$	2,066.25	$	1,345.20	$	7,892.55	$	1,973.24	$	1,284.70	$	7,537.60	$	7,537.60	
5	5	Miami-Dade Tax Collector	01/11/23	NAV Taxes	$	13,620.57		$	(131.51)	$	(468.91)	$	13,020.15	$	2,489.82	$	1,620.85	$	9,509.90	$	2,380.00	$	1,549.40	$	9,090.75	$	9,090.75	
6									$	-							$	-	
7									$	-							$	-	
8									$	-							$	-	
9									$	-							$	-	
10									$	-							$	-	
11									$	-							$	-	
12									$	-							$	-	
13									$	-							$	-	
14									$	-							$	-	
15									$	-							$	-	
					
$  287,439.40	
$	-	
$  (2,760.31)	
$  (11,408.78)	
$ 273,270.31	
$  52,541.25	
$  34,205.84	
$  200,692.31	
$  49,950.81	
$  32,519.80	
$  190,799.70	
$ 190,799.70	

Assessment Roll = $314,251.20	Note: $314,245, $57,438, $37,394 and $219,413 are 2022/2023 Budgeted assessments before discounts and fees.
$295,390, $53,992 $35,150 and $206,248 are 2022/2023 Budgeted assessments after discounts and fees.

$  287,439.40		
$	-	$  273,270.31	
$  (52,541.25)	$  (49,950.81)	
$  (34,205.84)	$  (32,519.80)	
$ (200,692.31)	$ (190,799.70)	
$	-	$	-