University Park Recreation District
3501 Quadrangle Blvd., Suite 270, Orlando, FL 32817	Phone: 407-723-5900 Fax: 407-723-5901
http://universityparkrd.com/

The regular meeting of the University Park Recreation District Board of Supervisors will be held on Friday, June 9, 2023, at 1:00 p.m. at the Community Center located at 8301 The Park Boulevard, University Park, FL 34201 and or virtually.

Meeting ID: 845 8893 8513
Passcode: 755354
Join meeting via Zoom:
https://us02web.zoom.us/j/84588938513?pwd=eUE4Q3BTNGVLNXBsOGViRXk1cWo2QT09

BOARD OF SUPERVISORS’ MEETING AGENDA

Organizational Matters
Call to Order
Roll Call to Confirm Quorum
Public Comment Period [for any members of the public desiring to speak on any proposition before the Board]
Supervisor Requests & Comments

Administrative Matters
Consideration of the Minutes of the May 2, 2023, Board of Supervisors’ Workshop Meeting
Consideration of the Minutes of the May 16, 2023, Board of Supervisors’ Meeting

Staff Report Matters
District Counsel
Discussion & Possible Action Pertaining DRI and Zoning Ordinance
District Manager
Form 1 Filing Reminder
Club Management:
Management Discussion & Analysis Report (under separate cover)
Update on the Business Plan Progress (under separate cover)

District Financial Matters
Ratification of Payment Authorization Nos. # 93 - 94

Date	Meeting Type	Time	Location	Note	

June 27, 2023	
Workshop Meeting	
2:00 PM- 4:00 PM	
University Park	
Community Center	

July 14, 2023	
Board Meeting	
1:00 PM	
University Park	
Community Center	

Adjournment

University Park Recreation District

Consideration of the Minutes of the May 2, 2023, Board of Supervisors’ Workshop Meeting

MINUTES OF MEETING

UNIVERSITY PARK RECREATION DISTRICT WORKSHOP MEETING
Tuesday, May 2, 2023
2:00 p.m.
Community Center
8301 The Park Boulevard, University Park, FL 34201
Board Members present at roll call in person or via Zoom: Sally Dickson	Chairperson
Mark Criden	Vice Chairperson
Steve Ludmerer	 Treasurer	(via Zoom) David Murphy	Assistant Secretary
Rusty Piersons	Assistant Secretary Also, Present in person or via Zoom:
Vivian Carvalho	District Manager - PFM Group Consulting LLC Venessa Ripoll	District Manager - PFM Group Consulting LLC
(via Zoom)
Kwame Jackson	ADM - PFM Group Consulting LLC	(via Zoom) Mark Barnebey	Blalock Walters - District Council
Curtis Nickerson	Director of Properties and Facilities - Country Club John Fetsick	General Manager - Country Club
Jeff Sedeka	UP Arts Alliance Representative Various Audience Members present and via Zoom

FIRST ORDER OF BUSINESS	Organizational Matters Call to Order and Roll Call
The meeting was called to order at 2:00 p.m. by Ms. Dickson and Ms. Carvalho confirmed quorum to proceed with the meeting. Those in attendance are outlined above.

Public Comments

There were no public comments at this time.

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SECOND ORDER OF BUSINESS	Discussion

Discussion	of	Capital Improvement Plan
a) Presentation by the UP Arts Alliance

Mr. Sedaka provided an overview of the presentation. He stated that the objective was to provide the Board with data driven information to support space needs for today and into the future. So far, they have talked with many residents existing affinity groups about how they currently use club facilities, how their individual needs are not being met, and how their needs are expected to change in the future.

The current membership stands at 2,300 people and is expected to increase. There are capacity issues with meeting and activity spaces as well as dining continue to hinder the quality and quantity of member experiences. About 1,000 residents and members participate in affinity group activities beyond the standard activities; these include about 450 in the Women’s Club, 300 in the Arts Alliance, 250 in Cards and Games, and 25-50 in book clubs, film groups, bird groups, scuba diving, stamps, and others. Currently, many of these groups meet in their homes due to the lack of space for such meetings.

The RD and the UPCAI Boards currently meet in the Community Center Zoom conference room, many residents have asked the Boards meet in a space that provides more in- person and interactive meetings for larger groups of members and residents. Larger meetings are currently held in the Lakeside Room which require room breakdowns and set-ups, causing service disruptions to member and outside revenue events and staff inconveniences. Other activities that use the Varsity Club and are top priorities include GM coffees, flu shots, elections, rehearsals, smaller group Board meetings, and all paying outside events. Last season, cancellations averaged around 20% per month.

Mr. Sedaka recommended four () new activity rooms at about 1,000 sq. ft. each based on the observations and data collected. These rooms should be designed to be converted to larger rooms to accommodate larger group meeting of about 100-250 people. The most recent information relating to the space needs which was presented at the last RD Board meeting appears to satisfy existing and future space needs for affinity groups and larger meeting spaces for Board and committee meetings. The most recent information also shows comparable costs that appear consistent with prior presentations for completing the desired results. The current Lakeside Room usage for meetings would be replaced with the new building space, eliminating frequent service disruptions to member and outside dining functions. He stated that the remodeled 1st floor of the Varsity Club space would become available for existing residents, members, and other events including outside private meetings, parties, and luncheons. Another benefit is that disruption to
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existing utilized space is minimized during construction. Additional fitness/wellness needs to be considered as an add-on to existing space as differences in purpose and functionality of fitness/wellness space and meeting space requires separate facilities.

Mr. Sedaka presented some slides concerning space comparisons which provided an overview of various space approaches, examples of scheduling that provided details of current and desired current usage of the 4 rooms of various activities for members and guests, and space standards that provided calculations for room sizes for various activities and number of participants.

Ms. Dickson asked for clarification on the square footage of the rooms proposed. Mr. Criden thanked Mr. Sedaka for the thorough presentation. Mr. Ludmerer had some comments about the usage of meeting space and meeting the needs of all the residents. Mr. Piersons had some questions concerning the scheduling of the various groups at the Varsity Club. Ms. Fairchild talked about the struggles of finding the space to hold meetings for certain groups and mentioned that the meeting room need to be flexible. There was also a small update to the presentation given last week concerning the proposed new 8,000 sq. ft. building and where it should be built.

THIRD ORDER OF BUSINESS	Discussion of Proposed Fiscal Year 2024 Budgets
Enterprise Fund
O&M Fund

Mr. Fetsick mentioned that Mr. Fay as the controller is currently working on the budget and reviewed what it takes to create the actual budget.

Mr. Fetsick reviewed his presentation for the Board starting with the key assumptions of an operating budget. He predicts that membership dues will increase by 5-6% and membership enrollments will remain flat. Initiation fees will increase significantly, notably for non-resident members. Golf operations will remain strong with higher fees and less outside play. The new outdoor dining space will increase revenue and expenses, mainly labor. Racquets, fitness, and G&A will remain consistent with 2023. Inflation and the labor market will continue to put financial pressure on operations. He provided a chart that separated family and single memberships between the 2023 and 2024 budgets and actuals. He continued with Capital Funding, Initiation Fees, and Capital Dues and expects a significant increase in non-resident full member initiation fees.

Mr. Fetsick recommended a $2 golf cart fee increase. He wants to prioritize member rounds and experience with fewer rounds of golf played. Expenses for golf operations will include market impact on wages, credit card charges, and pro shop cost of goods and services. Mr. Fetsick expects a revenue increase of about $366,000.00 for restaurant operations with the opening of the outdoor dining area and bar, increased menu prices, and the holding of more

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banquet events. The expenses are expected to increase of about $404,000.00 due to the market impact on wages, increased demand for staffing, entertainment, and the costs of goods sold. Mr. Fetsick expects the Racquets and Fitness revenue to align with the current year’s revenue, where the expenses will continue to be the maintenance of the tennis courts and adding additional staffing for member services. The General & Administrative expenses will include property insurance and office supplies/equipment. He also reviewed the Executive Summary and compared the FY 23 and FY24 budgets’ revenue, expenses, operating income, RD expenses, availability for other RD needs, and the capital allocation. Ms. Dickson had some questions concerning the increased fees for the memberships and golf operations. Mr. Fetsick went into detail of how these prices were determined when creating the budget. Mr. Murphy commented that when reviewing the options for measuring membership initiation fees and annual dues, the fees are equitable across the various membership categories. Mr. Fetsick then reviewed the General Fund Budget which are the expenses incurred to run the district.

Ms. Dickson stated that the next Board meeting is scheduled for May 16, 2023, at 1:00 p.m. where they will review and approve the proposed budgets and the next Workshop meeting is scheduled for May 30, 2023, from 2:00 – 4:00 p.m. Mr. Criden mentioned that the neighborhood meeting has been suspended and will be scheduled for a later time.

A homeowner commented that there should be a discounted rate for golf players for doubling up in a cart. Ms. Pizzi asked why they have not gone back to having two people per cart.
There was another question concerning charging credit card fees.

FOURTH ORDER OF BUSINESS	Adjournment

There were no additional items to come before the Board.

ON MOTION by Ms. Dickson, with all in favor, the May 2, 2023, Workshop Meeting of University Park Recreation District was adjourned at 3:22 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

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University Park Recreation District

Consideration of the Minutes of the May 16, 2023, Board of Supervisors’ Meeting

MINUTES OF MEETING

UNIVERSITY PARK RECREATION DISTRICT BOARD OF SUPERVISORS’ MEETING
Tuesday, May 16, 2023
1:00 p.m.
Community Center
8301 The Park Boulevard, University Park, FL 34201
Board Members present at roll call in person or via Zoom: Sally Dickson	Chairperson
Steve Ludmerer	Treasurer / 2nd Vice Chairperson
David Murphy	Assistant Secretary
Rusty Piersons	Assistant Secretary Also, Present in person or via Zoom:
Vivian Carvalho	District Manager - PFM Group Consulting LLC Venessa Ripoll	District Manager - PFM Group Consulting LLC
(via Zoom)
Kwame Jackson	ADM - PFM Group Consulting LLC (via Zoom)
Mark Barnebey	Blalock Walters - District Counsel
Curtis Nickerson	Director of Properties and Facilities - Country Club John Fetsick	General Manager - Country Club
Various Audience Members Present and Via Zoom

FIRST ORDER OF BUSINESS	Organizational Matters Call to Order and Roll Call
The meeting was called to order at 1:00 p.m. by Ms. Dickson and Ms. Carvalho. Those in attendance are outlined above.

Public Comments

Mr. Kostner had some questions regarding the treatment of invasive tree species in the District and the Board’s plan to remove them per the Mutual Cooperation Agreement. He was concerned that there was not an allocation in the FY 2024 Budget for this issue. Ms. Dickson commented saying that any kind of plan to remove the invasive tree species would have to be reasonable as it would be a large amount of money for anyone to spend for	
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such a project. Mr. Nickerson added that there is no requirement by Manatee County to remove Brazilian pepper trees, only a recommendation. He also stated that if there was to be a mass removal of these trees, there would be an outcry from the community to replant trees in those areas. Mr. Fetsick mentioned that what is owned by the District and what is owned by the HOA would be a gray area in this aspect and would need a plan between the two entities to tackle this issue.

SECOND ORDER OF BUSINESS	Administrative Matters	
	Consideration of the Minutes of the April 4, 2023, Board of Supervisors’ Workshop Meeting, the Minutes of the April 14, 2023 Board of Supervisors’ Meeting, and the Minutes of the April 21, 2023 Continued Board of Supervisors’ Meeting	
The Board reviewed the minutes.		

ON MOTION by Mr. Murphy, seconded by Mr. Ludmerer, with all in favor, the Board approved the Minutes of the April 4, 2023, Board of Supervisors’ Workshop Meeting, the Minutes of the April 14, 2023 Board of Supervisors’ Meeting, and the Minutes of the April 21, 2023 Continued Board of Supervisors’ Meeting with the suggested changes.

THIRD ORDER OF BUSINESS	Staff Report Matters

Update from Mark Criden
Neighborhood Meeting
Capital Improvement Plan

District Counsel – Mr. Barnebey mentioned that during the next Workshop meeting, they will need to discuss the CRR issue that has been persistent. He also stated that there were some questions raised by the County concerning the DRI amendments and their requirement of unlimited square footage for recreation and the possibility of providing a new traffic study.
They will be meeting with the County soon to discuss these concerns.

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District Manager – Ms. Carvalho had no report for today’s meeting.

Club Management (Management Discussion & Analysis Report) – Mr. Fetsick mentioned the announcement of the four Advisory Groups that will be assisting management over the next 12-month period. The groups include coverage of fitness & wellness, golf, racquets, and social & dining. Mr. Rico Alcala chairs the meetings between these groups along with internal head representatives. He also stated the work that has begun on the business plan and it has been going well, they have been discussing the current business model, financials, and identifying some SWOT analysis. He had met with Mr. King who has agreed to work with Mr. Criden and himself on project management. Mr. Murphy had heard recommendations from residents asking that a Board member sit in at these meetings from time to time so that residents can see that the Board is taking interest in the project. He wants to keep the involvement informal; Mr. Piersons agreed with this sentiment. Mr. Ludmerer suggested that the meeting minutes from these group meeting be published on the District website.

Mr. Fetsick stated that there have been a few membership downgrades and resignations which is pretty standard for this time of the year. There are currently 1,288 full memberships, 399 full Members, almost 770 social memberships and 150 grandfathered non-members which has gone down about 40 in the last two years. There are up to 38 pickleball passes, which when added to the racquets and full memberships, is well over 100 memberships. The total rounds for golf are down to 2,600. Revenue remains over budget but is down from the year prior. He mentioned that they had a very successful tennis tournament last month and a successful pickleball tournament last week.

The Statements of Operations were presented after Mr. Nathan Phillips provided his report on the FY 2022 audit. The Operating Revenue stands at $347,000 over budget, a total operating revenue at $6.4 million, expenses at $252,000 over budget, Food and Beverage at
$296,000 over budget. Mr. Fetsick expressed his concerns with the Food and Beverage budget being incredibly high due to the labor market. Mr. Ludmerer commented that they need to look for ways that would reduce cost and create better results. There was a suggestion of using H2B Visas which would have employees working for 6 months, but the expenses would be costly. Mr. Murphy commented on events such as trivia and bingo nights and the cost associated with those as they are special events. He asked whether there might be some pricing opportunity. He also suggested having two seating for special evenings such as Prime Rib Night on a trial basis. This could enhance member experience by allowing more members the chance to participate in these always sold-out events, while better utilizing the staff already present. The Asset Reserve Fund year to date is at $760,000.

FOURTH ORDER OF BUSINESS	Business Matters

Review and Acceptance of Fiscal Year 2022 Audit Report

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Mr. Fetsick introduced Mr. Nathan Phillips from the Phillips Feldman Group who was in charge of the FY 2022 audit. Mr. Phillips presented a thorough review of the Audit Report to the Board.

ON MOTION by Mr. Ludmerer, seconded by Mr. Murphy, with all in favor, the Board accepted the Fiscal Year 2022 Audit Report.

Consideration of Resolution 2023-06, Approving a Preliminary Enterprise Fund (Country Club) Budget for Fiscal Year 2024 and Setting a Public Hearing Date [Suggested Date, September 8, 2023]

Mr. Fetsick reviewed the County Club Budget for FY 2024. Membership dues will increase about 5%-6%, initiation fees will increase significantly, and the newer dining space for food and beverage will increase in revenue and expenses. He mentioned that they are keeping close eye on workers compensation and insurance. Ms. Carvalho stated that the total net revenue will be $12,192,175.

ON MOTION by Mr. Ludmerer, seconded by Mr. Piersons, with all in favor, the Board approved Resolution 2023-06, Approving a Preliminary Enterprise Fund (Country Club) Budget for Fiscal Year 2024 and Setting a Public Hearing Date for September 8, 2023 at 1:00 p.m. at this location.

Consideration of Resolution 2023-07, Approving a Preliminary General Fund Budget for Fiscal Year 2024 and Setting a Public Hearing Date [Suggested Date, September 8, 2023]

Mr. Fetsick reviewed the General Fund Budget for FY 2024. Ms. Carvalho stated that the total net revenue will be $250,000.
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ON MOTION by Mr. Murphy, seconded by Mr. Ludmerer, with all in favor, the Board approved Resolution 2023-07, Approving a Preliminary General Fund Budget for Fiscal Year 2024 and Setting a Public Hearing Date for September 8, 2023 at 1:00 p.m. at this location.

Update of Capital Improvement Plan and Cost

Mr. Fetsick provided an update concerning working with an estimator and Mr. Baumier on the cost. He mentioned that they have a site visit scheduled last week and will be prepared to provide costs during the June Board meeting. Mr. Nickerson mentioned that he had spoken with the contractor and vendors today concerning irrigation and committing at the end of July for 2024. Mr. Fetsick asked about the financial commitment, and it was mentioned that the work will be started once the funds are available.

FIFTH ORDER OF BUSINESS	District Financial Matters

Ratification of Payment Authorization Nos. # 91-92

ON MOTION by Mr. Ludmerer, seconded by Mr. Piersons, with all in favor, the Board ratified Payment Authorization Nos. # 91-92.

Ms. Dickson stated that the next Board meeting is scheduled for June 9, 2023, at 1:00 p.m. at the same location and the next Workshop meeting is scheduled for June 27, 2023, from 2:00 p.m. – 4:00 p.m. at the same location, but she will look into adding an additional Workshop meeting closer to the beginning of June.

Mr. Charlesworth stated his concerns with waiting until 2024 to proceed with the irrigation system. Mr. Nickerson provided some input saying they will do everything they can to bring it together and explain the issue with the parts that are needed.

Mr. Ludmerer asked for an update concerning the air conditioning in the Fitness Center. Mr. Nickerson stated that there has been a temporary fix by way of a rented air conditioning unit and a permanent fix will have a wait time of about 4-6 weeks due to the part needed. Mr.
Fetsick mentioned that the rental cost of the air conditioning unit is about $5,000 per month.

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SIXTH ORDER OF BUSINESS	Adjournment

There were no further comments.

ON MOTION by Mr. Murphy, seconded by Mr. Ludmerer, with all in favor, the May 16, 2023, Board of Supervisors’ Meeting of University Park Recreation District was adjourned at 2:33 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

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University Park Recreation District

District Counsel

University Park Recreation District

District Manager

University Park Recreation District

Club Management
Management Discussion & Analysis Report
Update of the Development of the Business Plan
(Under Separate Cover)

University Park Recreation District

Ratification of
Payment Authorization Nos. # 93 - 94

5/2/2023

University Park Recreation District

Payment Authorization No. 93

O&M - General Fund Expenses

Vendor	Invoice	Description	Amount	
McClatchy Company, LLC	191858	Notice of Public Meeting - April 2023	$	204.75	
PFM	124495	Software License	$	900.00	
Phillips Feldman Group	147629	FY 2022 Audit	$	1,525.00	

O&M - General Fund Expenses Total	$	2,629.75

Asst. Secretary/Secretary	AsTst reasuGb  s-\;b]?:3

Page1 of1

UNIVERSITY PARK RECREATION DISTRICT
Attn:Accounts Payable 7671 THE PARK BOULEVARD UNIVERSITY PARK BRADENTON, FL 34201

APRIL INVOICE	
Invoice No.:	191858	
Invoice Date:	04/30/2023	
Due Date:	05/30/2023	
Bill-To Account	29585	
Sales Rep:	Crystal Trunick	

Dates	I Orde I	Description	Prodlld	SID!	BDled

NetAmount

Units 1i 1
04/07/2023 - 04/07/20B	398852	Print Legal Ad-IPL01149840 IPL0114984	BRD-Bradenton Herald
Legal I Legals & Public Notices CLS	1x63L	63 L	$74.88	
04/21/2023 - 04/21/20"}3	411062	Print Legal Ad-IPL01191540 IPL0119154	BRD-Bradenton Herald
LegalI Legals & Public Notices CL5	1x55 L	55 L	$65.52	
04/25/20"}3 - 04/25/20"}3	411702	Print Legal Ad-lPL01194160 IPL0119416	BRD-Bradenton Herald
LegalI Legals & Public Notices CL5	1x54L	54 L	$64.35	

IAmoontDue:

 AprilSummary	
I

$204.751

McClatchy Company LLC PO Box 510150
Livonia Ml 48151

APRIL INVOICE	
Invoice No.:	191858	
Account No.:	29585	
ccount Name:	UNIVERSITY PARK RECREATION DISTRICT	
Amount Due:	$204.75	

Please Return This Portion With Your Payment (Thank You)

ADVERTISING INVOICE
UNIVERSITY PARK RECREATION DISTRICT
Attn: Accounts Payable 7671 THE PARK BOULEVARD UNIVERSITY PARK BRADENTON, FL 34201

0000029585 0000191858 000020475 2

Email questions tossccreditandcollections@mcclatchy.com

McClatchy Company LLC PO Box 510150
Livonia Ml 48151

1

1735 Market Street 42nd Floor Philadelphia, PA 19103
+1 (215) 5676100

.Company A:ddress:

Bil.I To:

University Park Recreation District
c/o PFM Group Consulting District Accounting Department
3501 Quadrangle Blvd., Suite 270
Orlando, FL 32817 United States of America

Remittance Options:

PFM Group Consulting LLC PO Box65126
Baltimore, MD 21264-5126 United States of America

RE:	Billable expenses.

Expenses
Total Amount Due

pfm

$900.00
S900.00

Date	Invoice Number	
April 12, 2023	124495	
Payment Terms	Due Date	
Upon Receipt	April 12, 2023	

1	of	2

0ale	Invoice Number	
April 12, 2023	124495	
Payment Terms	Due Date	
Upon Receipt	April 12, 2023	

	Expelilse Supporting Detail	
&lleaon,	Worker	Transaction Date	Amount Billed	
Software Subscriptions	Jennifer Walden	03/26/23	$900.00
Software Subscriptions	
			Total Expenses: $900.00	

pfm

2	of	2

box

INVOICE
INV10839119
PO Number:

Sold To:
Pfm Asset Management LLC
Jennifer L Walden

Bill To:
Pfm Asset Management LLC
Jennifer Walden 1735 Market Street 42nd Floor
Philadelphia Pennsylvania 19103 United States

Account Number: Invoice Number: PO Number:

Invoice Date: Payment Due By: Payment Terms: Payment Method:

B01463525 INV10839119

03/26/2023
03/26/2023
Due Upon Receipt CreditCard

Service	Unit Price	Quantity	Subtotal	Tax	TOTAL	
Business Plus Account Licenses
Service Period: 03/26/2023-03/25/2024	$300.00	3	$900.00	$0.00	$900.00	
	Invoice Subtotal:	$900.00	
	Tax:	$0.00	
	Total:	$900.00	
	Balance
Due:	$0.00	
	Currency:	USD	

Balance

 Due:	

$0.00

Please note that failure to pay this invoice by the due date provided may result in suspension of services and the accrual of a late fee as outlined in the Box Service Agreement.
------------------------------------·--------------
Payments remitted without reference to relevant invoice number(s) will not be processed and will be returned.

Need to Update your Credit Card? Submit new billing information securely online at: https:l/www.box.com/update (be sure to login as the Box administrator)

Account Number: Invoice Date: Invoice Number: Payment Due Date: Total Amount Due:

B01463525 03/26/2023 INV10839119 03/26/2023
$0.00

Amount Enclosed: 	

Copy of our W-9: billing.app.box.com/W-9

For additional Billing information or to pay via credit card, please visit our support site: support.box.com

Box Inc. I 900 Jefferson Ave, Redwood City, CA 94063

Date:	4/12/2023	
Invoice Number:	147629	
Client:	10619	

C/O Paul Fay, Controller University Park Recreation District 7671 The Park Boulevard University Park, FL 34201

Please make your check payable to Phillips Feldman Group and enclose the top portion of this invoice with your payment.

	You may make your payment online at WWW.SWFLCPAS.COM by credit card, debit card or e-check or by calling our office.

For professional services rendered as follows:

Progress billing for fees relative to the Audit for the period ending	$1,525.00 September 30, 2022 plus various MDA versions

Invoice Total:	$1 525 00

INVOICE
DUE AND PAYABLE UPON RECEIPT
A monthly finance charge of 1 1/2% will be applied on all unpaid items after 30 days.
This monthly finance charge is calculated at an Annual Percentage Rate of 18%.
"''J', ·

Phillip$Feldman
GROUP

Certified Public Accountants
801 Laurel Oak Drive, Suite 303, Naples, FL 34108
P 239 566 1600 I F 239 566 1901 I swflcpas.com

5/19/2023

University Park Recreation District

Payment Authorization No. 94

O&M - General Fund Expenses

Vendor
Blalock Walters Vglobal Tech

Invoice
40896-000-55
5045

Description General Representation - April 2023 ADA Website Maintenance - May 2023

Amount
$	8,036.00
$	218.33

O&M - General Fund Expenses Total	$	8,254.33

Asst. Secretary/Secretary

BLALOCK WALTERS
ATTORNEYS  AT LAW

WEMAKE A DIFFERENCE

P.O. Box 469 Bradenton, Florida 34206-0469
ph: 941.748.0100 fx: 941.745.2093

UNIVERSITY PARK RECREATION DISTRICT PFM FINANCIAL ADVISORS, LLC
3504 LAKE LYNDA DRIVE, SUITE 107
ORLANDO, FL 32817

Page	1
April 30, 2023
Account #	40896-000
Invoice#	40896-000-55

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM GENERAL REPRESENTATION

REMITTANCE COPY

BALANCE

40896-000

MPB	$8,036.00

If you prefer to receive paperless invoices by email, please complete the information below or email billin	blalockwalters.com.

	 Yes, I would prefer paperless billing by email.

Email Address for paperless billing purposes:

Please Return the Remittance Copy with Your Payment
Make Check Payable to Blalock Walters, P.A. Federal Tax ID# 59-1950976

BLALOCK WALTERS
ATTORNEYS  AT LAW

WEMAKE A DIFFERENCE
P.O. Box 469• Bradenton, Florida 34206-0469 ph: 941.748.0100 fx: 941.745.2093

UNIVERSITY PARK RECREATION DISTRICT PFM FINANCIAL ADVISORS, LLC
3504 LAKE LYNDA DRIVE, SUITE 107
ORLANDO, FL 32817

Page:	1
April 30, 2023
Account# 40896-000
Invoice#	40896-000-55

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM

	GENERAL REPRESENTATION			

MPB				
	
For Professional Services Rendered Thru 04/30/2023			

04/04/2023	
MJP	Review follow up communication from John Fetsick regarding	HOURS		
	Wedgbury-Mount outstanding balance.	0.20	44.00	
	MJP	Attend workshop.	2.10	462.00	
04/06/2023	AWC  review statute concerning employees rights; email communications			
	to/from M. Barnebey concerning employers ability to restrict weapons			
	in the workplace	0.40	100.00	
	AWC  Analysis of new statute and confer with Attorney Barnebey	0.30	75.00	
	MPB  Telephone conference with Steve Ludmerer.	0.30	75.00	
04/07/2023	MJP	Review various communications regarding committee/group for			
	business plan development.	0.20	44.00	
	MPB  Telephone conference with Rusty Pierson; telephone call to John			
	Fetsick.	0.40	100.00	
04/11/2023	MPB	Telephone conference with John Fetsick and Vivian Carvalho;			
	telephone conference with Steve Ludmerer.	0.70	175.00	
04/13/2023	MPB	Telephone conference with Bob Gang; review and respond to			
	Memorandum from Bob Gang; preparation for District meeting;			
	preparation of Memorandum to John Fetsick.	0.90	225.00	
04/14/2023	JO	Email to Teles McKay regarding CCR's.	0.20	25.00	
	MPB  Telephone conference with Mark Criden; respond to Rusty Pierson's			
	questions; preparation of Memorandum to the Chair; telephone			
	conference with the Chair and Vivian Carvalho; preparation for and			
	attendance at Board meeting; conference with Chair and Vivian			
	Carvalho regarding procedural issues; preparation of Memorandum			
	to Bob Gang and Atty. Ritesh Patel; review and respond to			
	Memorandums from Bob Gang and Atty. Ritesh Patel.	5.10	1,275.00	

UNIVERSITY PARK RECREATION DISTRICT GENERAL REPRESENTATION
MPB

Page:	2
April 30, 2023
Account# 40896-000
Invoice #	40896-000-55

	HOURS		
04/17/2023	MPB	Review and respond to Memorandums from Steve Ludmerer.	0.40	100.00	
04/19/2023	MPB	Review issue related to liability issue; telephone conference with			
		Vivian Carvalho; review and update information regarding bond			
		counsel; preparation of Memorandums to Vivian Carvalho; review and			
		respond to Mark Criden; telephone conference with Steve Ludmerer.	1.30	325.00	
04/20/2023	MJP	Review of issue relating to bond counsel proposals.	0.20	44.00	
	MPB	Work on selection of bond and disclosure counsel; preparation of			
		Memorandum to the Chair; preparation of Memorandum to Vanessa			
		Ripoli; telephone call to Vanessa Ripoli; telephone conference with			
		Chair.	1.60	400.00	
04/21/2023	MJP	Review of issues for 4/21 continued meeting.	0.20	44.00	
	MJP	Attend continued board meeting; meeting with Chair and Vivian;			
		conference with Attorney Barnebey to provide summary of meeting			
		and other matters.	4.00	880.00	
	MPB	Preparation of Memorandum to the Chair; preparation of			
		Memorandum to Steve Ludmerer; discuss meeting issues.	0.70	175.00	
04/24/2023	MJP	Review communications with Rusty P. regarding D and O insurance			
		and bond counsel proposals.	0.20	44.00	
	MJP	Review and outline suggested revisions to Jonas Club Management			
		agreement.	1.90	418.00	
	MPB	Review and respond to Memorandum from Rusty Piersons; work on			
		personnel issues.	0.50	125.00	
	MPB	Review issues related to the Jones contract.	0.20	50.00	
04/25/2023	MJP	Review of issues for strategic workshop; conference with Vivian C.	1.10	242.00	
	MJP	Review New ClubHouse Online website; outline concerns; prepare			
		detailed correspondence outlining all suggested revisions to Jonas			
		contract and New ClubHouse Online contract.	2.30	506.00	
	MPB	Review contract issues; telephone conference with Vivian Carvalho.	0.40	100.00	
04/26/2023	MJP	Review of issue relating to e-verify provisions in clubhouse software			
		and training contracts.	0.20	44.00	
	MJP	Review comments to John F. regarding clubhouse contracts.	0.20	44.00	
	JO	Charter Review. Email to Natalie Chaipusio and Bobbi Roy regarding
fees.	
0.40	
50.00	
	MPB	Review comments on The Jonas and Clubhouse contracts and			
		exhibits; preparation of Memorandum to the Board.	1.10	275.00	
04/27/2023	MJP	Review of issues relating to strategy workshop and finance options.	0.20	44.00	
	MPB	Review and respond to Memorandum from Vivian Carvalho.	0.40	100.00	
04/28/2023	MJP	Prepare for and attend strategic workshop.	5.60	1,232.00	
	MJP	Review communication from John F. regarding revisions to			
		Clubhouse contracts.	0.20	44.00	

'	.	'.

UNIVERSITY PARK RECREATION DISTRICT GENERAL REPRESENTATION
MPB

Page:	3
April 30, 2023
Account# 40896-000
Invoice #	40896-000-55

04/29/2023

JO	Review and respond to email from CindyJean LeBlanc regarding fees.
MPS Review Memorandum from Mark Criden; review and respond to Memorandum from Steve Ludmerer.

MPB Preparation of Memorandum to Chair. TOTAL FOR THE ABOVE SERVICES
TOTAL CURRENT WORK

PREVIOUS BALANCE

HOURS

0.40	50.00

0.20	50.00

--0.20 	50.00
34.90	8,036.00

8,036.00

$6,142.00

PAYMENTS RECEIVED

04/20/2023	Payment received on account. Thank you!

AMOUNT DUE (includes Previous Balance if shown above)

-6,142.00

$8,036.00

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Please Return the Remittance Copy with Your Payment Make Check Payable to Blalock Walters, P.A.
Federal Tax ID# 59-1950976

VGlobaITech
636 Fanning Drive
Winter Springs, FL 32708 US contact@vglobaltech.com www.vglobaltech.com

INVOICE
BILL TO
University Park RD
3501 Quadrangle Boulevard,
Suite 270, Orlando, FL 32817

INVOICE# 5045
DATE 05/01/2023
DUE DATE 05/16/2023
TERMS Net 15

DATE	ACTIVITY	QTY	RATE	AMOUNT	
Web Maintenance:ADA Website Maintenance	1	218.33	218.33	
Ongoing website maintenance for
ADA and WCAG Compliance				

Please make check payable to VGlobalTech.	BALANCE DUE	$218.33