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, July 14, 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 June 9, 2023, Board of Supervisors’ Meeting

Business Matters
Presentation from Golf Advisory Group, Short Game Practice Area Improvement Plan

Staff Report Matters
District Counsel
Update on CCR Proposed Amendments
District Manager
Club Management:
Management Discussion & Analysis Report
Update on the Business Plan Progress

District Financial Matters
Ratification of Payment Authorization Nos. # 95 – 96

Date	Meeting Type	Time	Location	Note	

August 1, 2023	
Workshop Meeting	
2:00 PM- 4:00 PM	
University Park	
Community Center	

August 11, 2023	
Board Meeting	
1:00 PM	
University Park	
Community Center	

Supervisor Requests & Comments

Adjournment

University Park Recreation District

Consideration of the Minutes of the June 9, 2023, Board of Supervisors’ Meeting

MINUTES OF MEETING

UNIVERSITY PARK RECREATION DISTRICT BOARD OF SUPERVISORS’ MEETING
Friday, June 9, 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
Mark Criden	Vice 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)
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 confirmed quorum of the Board of Supervisors. Those in attendance are outlined above.

Public Comments and Supervisor Requests

Mr. Smith asked the Board to share the final cost for the outdoor dining area and asked about the outstanding punch list items that need to be corrected by the contractor. Mr. Fetsick stated that the total cost was estimated at about $1.9 million. The punch list items total around $94,000 which is primarily attributed to the downspouts and gutters as well as the tongue and groove on the flat part of the café will need to be redone. The soffit will be
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replaced in the inside part of the roof, a report will be published next week which will go into more detail about the work that needs to be done. He also mentioned that the acoustic issues inside of the restaurant are also being addressed.

Mr. Piersons had some comments concerning the irrigation. He proposed that today the Board vote to replace the present irrigation system with a new system with the appropriate and negotiated vendor in 2024. The system would be completed for the UPRD at UPCC during the August through November 2024 timeframe with a liquidated damages penalty and terms to be included in the contract. The project will be funded in one of three ways: through a bond that is voted on and approved by the residents on or before April 30, 2024, through a loan to the club by a financial institution if the club is able to meet the payment obligations and if such loan can be secured by no later than April 30, 2024, or through a special assessment if neither of the first two funding options be approved by April 30, 2024. The Board will assess to cover the necessary costs to complete the full project. These costs will be assessed/charged to the residents of University Park along with all full non- resident members of the UPRD to meet the financial obligations of the District.

Mr. Piersons also moved to request that Mr. Fetsick immediately request a team of folks to finalize the selection of a vendor to deliver a new irrigation system for the APCC golf course in 2024. This should be done pursuant to the District purchasing rules lead by Chris Nickerson. The contract with an irrigation vendor should be signed by August 1, 2023, with the project commencing after April 30, 2024, and funding secured and approved. The project is to be completed no later than November 1, 2024. Negotiations regarding the contract should include Mr. Nickerson, a Board member, one person from the Process team, the District Counsel, and one other person experienced in contraction contracts who could be a resident or professional.

There was a lengthy discussion concerning Mr. Pierson’s proposed motion as it relates to timeline and other capital improvements within Phase 2 of the project. Mr. Ludmerer suggested, and the Board agreed to remove any discussion pertaining to the financing options of any resolution.

ON MOTION by Mr. Piersons, seconded by Mr. Murphy, with all in favor, the Board approved proceeding with the proposed irrigation plan and timeline, subject to obtaining financing. Financing for the irrigation system will be included as part of the capital improvement projects under Phase 2 of the master plan.

Mr. Piersons commented that the Board needs to enhance its communication methods. Mr. Murphy stated that around October 1, they are going to have a full-blown push each week with communications that includes emails, neighborhood meetings, and three town halls.
They are currently working on two separate surveys that will be sent out to the community

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concerning the capital improvement plan and residents’ experiences with the activities provided at the club. He mentioned that it becomes very challenging to communicate all of this information without having all of the residents’ contact info. Mr. Fetsick suggested that there be a weekly update sent to the residents on Wednesdays at 5:00 p.m. for items pertaining to the RD.

SECOND ORDER OF BUSINESS	Administrative Matters

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

The Board reviewed the minutes. There will be a minor change to the minutes of May 16 on page 2.

ON MOTION by Mr. Criden, seconded by Mr. Piersons, with all in favor, the Board approved the Minutes of the May 2, 2023, Board of Supervisors’ Workshop Meeting and the Minutes of the May 16, 2023, Board of Supervisors’ Meeting.

THIRD ORDER OF BUSINESS	Staff Report Matters

District Counsel – Mr. Barnebey stated that he will have a meeting with the County Staff on Monday, June 12, 2023, to find out the limit of square footage that it would take to avoid doing a traffic study for the community. It was decided that 65,000 sq ft be used as a base number to see if it would trigger a traffic study.

District Manager – Ms. Carvalho reminded the Board that the Form 1 needs to be completed and submitted by July 1, 2023. Mr. Ludmerer had some comments concerning Form 1. The next meetings are scheduled for the following dates:
June 27, 2023, Workshop Meeting
July 14, 2023, Board of Supervisors’ Meeting

Club Management (Management Discussion & Analysis Report) – Mr. Fetsick stated that the response to the café has been very positive. There are plans to fill in the open position of Director of Racquets and Fitness as the current director’s last day was today, he mentioned

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that there are some quality candidates in the area that are interested in the position. There are currently 400 full members, 121 racquets, and 780 social for a total of 1,291 members. There are only 123 summer golf memberships compared to the 287 golf memberships last year and 149 grandfathered nonmembers as of May 31, 2023. The Club is currently
$154,000.00 over budget and are currently looking at $1.1 million in operating income. The current capital allocation through April 30 is $831,000.00 compared to the budget of
$662,000.00.

Mr. Fetsick also reviewed the events that had taken place such as the visit to the museums and upcoming events for the club. He mentioned that there have been some new hires for the food and beverage operations including servers and bartenders. Mr. Fetsick mentioned that he and Mr. Piersons have had several meetings with the business planning group and will start building the business plan document soon. He will be meeting with Mr. King in early July 2023.

FOURTH ORDER OF BUSINESS	District Financial Matters

Ratification of Payment Authorization Nos. # 93-94

Mr. Fetsick reviewed the payment authorizations.

ON MOTION by Mr. Criden, seconded by Mr. Ludmerer, with all in favor, the Board ratified Payment Authorization Nos. # 93-94.

FIFTH ORDER OF BUSINESS	Adjournment

There were no further comments.

ON MOTION by Mr. Murphy, seconded by Mr. Criden, with all in favor, the June 9, 2023, Board of Supervisors’ Meeting of University Park Recreation District was adjourned at 2:21 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

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Presentation from Golf Advisory Group, Short Game Practice Area Improvement Plan

District Counsel

District Manager

Club Management
Update of the Development of the Business Plan

Golf Operations

As announced on Friday, June 30th, we are returning to “two to a cart” on August 1st. The decision has been met with some resistance, but the majority of our membership support the decision and understand the benefits on the course conditions.
Our rates continue to remain higher than ever at this time of year with minimal resistance (e.g. $109 morning rate).
Racquets & Fitness

The transition from Joe Lisi continues, including evaluating the future leadership structure of the Racquets and Fitness programs. These decisions will not be rushed and we’ll take full advantage of the slower months to make the best decisions for each Program. Changes in some capacities are expected.
Dining Operations

We are tentatively planning to close the Dining Room for a week, likely in early to mid-September. During this week closure, which is fairly standard in the Club industry, we will focus on a number of initiatives including:
Acoustics Installation (walls)		General Maintenance
Floor to Ceiling Cleaning	o Painting touch-ups
Including kitchen and dining		Café Punch List Items rooms
Member Events

We hosted an all-time high for the Father’s Day Brunch with 313 covers. This was enhanced due to local advertising on Facebook and Scene Magazine’s digital newsletter.
4th of July was successful throughout the Club with Golf, Racquets and Dining all having strong participation.
We have begun building the 2023/2024 Season calendar. Current plans assume we will move Bingo/Trivia to Tuesday nights and add a 3rd night of ala carte dining on Thursday. Theme Nights will largely be focused to Wednesday nights. Live Entertainment will be planned for Thursday (Café) and Friday (Varsity Club—TGIF). We continue to fill out the calendar with events within and outside of UPCC with plans to unveil the “Season at a Glance” in the Fall.

Membership

Full	
Racquet s	
Social	Soc /
Res - Cmty Reqrd	
Jr. Exec.	Change in Annual Mbrs	
Trial Full	
Trial Rac/Fit	
Trial Fit/Soc	
Trial Social	
Sum Golf	
Sum Tennis	
2022 Totals		386	125	241	521	2	1275	27	2	6	4	0	0	
Jan 2023		2	1	-2	3		4	14	1		0			
Feb 2023		5		0	3		8	5	-1	-2	3			
March 2023		5	-2	1	-1		3	-24	1	-3	-4			
April 2023		-1	-3	-1	3		-2	-14	-3	-1	2	108	18	
May 2023		1			2		3	-7			0	15	7	
	6/14	-2		2	1		1	-1			0	5	2	
NEW	6/21				0		0					5	1	
Total Members	396	121	241	532	2	1292	0	0	0	5	133	28	
Add SAP		95	31				126							
Add AFP		17	1	29	87		134							
Add Range			15	21	28		64							
Add Tw i Ten				18	1		19							
Add Pickleball				4	35		39							
Total Passes		112	47	72	151	0	382							

*148 grandfathered non-members

Statements of Operations (as of May 31, 2023):

UNIVERSITY PARK COUNTRY CLUB & RD								
EIGHT MONTHS ENDING MAY 31, 2023								
(in thousands)								
SUMMARY STATEMENT OF OPERATIONS		FY2023		FY2023		FY2023		
Description		YTD Actual		YTD Budget		YTD Variance		
								
REVENUE:								
MEMBERSHIP DUES		$	3,385		$	3,311		$	74		
GOLF OPERATIONS		3,125		2,775		350	(a)	
TENNIS & FITNESS CENTRE		101		69		31		
DINING OPERATIOINS		2,061		1,873		188	(b)	
OTHER INCOME		22		23		(1)		
TOTAL REVENUE		$	8,695		$	8,053		$	642		
								
EXPENSES:								
GOLF OPERATIONS		$	1,112		$	1,112		$	0		
TENNIS & FITNESS CENTRE		333		317		16		
DINING OPERATIONS		2,807		2,308		499	(b)	
GOLF COURSE MAINTENANCE		1,981		2,013		(32)		
GENERAL & ADMIN		1,321		1,305		15		
TOTAL DIRECT EXPENSES		$	7,554		$	7,055		$	499		
								
OPERATING INCOME/(LOSS)		$	1,141		$	998		$	143		
								
CAPITAL ALLOCATION:								
INITIATION FEES & OTHER		$	553		$	441		112		
OUTSIDE GOLF -CAPITAL ALLOCATION		224		150		74		
CAPITAL DUES		124		123		1		
TOTAL CAPITAL ALLOCATION		$	901		$	713		$	187		

$350k favorable to budget due to 2,501 more rounds than budgeted and increased public rates.
$188k favorable to budget due to overall increased capacity for a la carte dining and member events and slight menu pricing to combat continued inflation.

$499k unfavorable to budget primarily due to higher COGS (variable with revenue + real cost increases) and labor increases (OT wages due to club activity).

Revenue Flash Report (as of June 30, 2023):

	June		YTD		
(in thousands)	Actual	Budget	Variance		Actual	Budget	Variance		
									
MEMBERSHIP DUES	$	412	$	393	$	19		$	3,797	$	3,704	$	93		
GOLF OPERATIONS	257	142	115		3,382	2,918	464	(a)	
TENNIS & FITNESS CENTRE	9	7	2		109	76	33		
DINING OPERATIONS	191	143	48		2,253	2,017	236		
OTHER INCOME	1	1	0		23	24	(1)		
TOTAL OPERATING REVENUE:	$	870	$	686	$	184		$	9,565	$	8,739	$	826		
									
CAPITAL ALLOCATION:									
INITIATION FEES & OTHER	$	8	$	8	$	-		$	560	$	448	$	112		
OUTSIDE GOLF -CAPITAL ALLOCATION	14	19	(5)		238	169	69		
CAPITAL DUES	25	25	0		149	147	1		
TOTAL CAPITAL ALLOCATION:	$	46	$	51	$	(4)		$	947	$	764	$	183		
									
TOTAL REVENUE:	$	916	$	737	$	179		$ 10,512	$	9,503	$	1,008		

464k over Budget YTD due to pricing and more outside rounds than budgeted, as outlined below:
Rounds of Golf (as of June 30, 2023):

	June		YTD	
	Actual	Budget	Variance		Actual	Budget	Variance	
								
Member Rounds	3,843	2,865	978		41,090	38,865	2,225	
Outside Rounds	2,330	1,835	495		28,549	26,800	1,749	
	6,173	4,700	1,473		69,639	65,665	3,974	

Rounds of Golf (as of June 30, 2022):

	Actual	Budget	Variance		Actual	Budget	Variance	
								
Member Rounds	4,028	2,740	1,288		40,295	36,775	3,520	
Outside Rounds	2,108	1,809	299		32,192	28,234	3,958	
	6,136	4,549	1,587		72,487	65,009	7,478	

University Park Recreation District

Ratification of
Payment Authorization Nos. # 95 - 96

6/2/2023

University Park Recreation District

Payment Authorization No. 95

Vendor

O&M - General Fund Expenses

Invoice

Description

Amount

PFM
McClatchy Company, LLC Vglobal Tech

DM-05-2023-51
194785
5131

District Management Fee: May 2023 Notice of Public Meeting - May 2023 ADA Website Maintenance - June 2023

$	5,833.33
$	74.88
$	218.33

O&M - General Fund Expenses Total	$	6,126.54

Asst. Secretary/Secretary	AsstTreasu	<,\s\:::,

Date	Invoice Number	
May 17, 2023	DM-05-2023-51	
Payment Terms	Due Date	
Upon Receipt	May 17, 2023	

pfm

 

Bill To:		

University Park Recreation District
o PFM Group Consulting District Accounting Department
501 Quadrangle Blvd., Suite 270
rlando, FL 32817
United States of America	

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

Federal Tax ID: 81-1642478

Corrpany Address;

Remittance Options:
Via M•II			
PFM Group Consulting LLC
PO Box 65126
Baltimore, MD 21264-5126 United States of America

RE:	District Management Fee: May 2023

Professional Fees Total Amount Due

$5,833.33
$5,833.33

1	of	1

Page1of1

UNIVERSITY PARK RECREATIONDISTRICT
Attn:Accounts Payable 7671THEPARK BOULEVARD UNIVERSITY PARK BRADENTON. FL34201

MAYINVOICE	
Invoice No	194785	
Invoice Date:	05/31/2023	
DueDate:	06/30/2023	
Bill-To Account	29585	
SalesRep:	CrystalTrunick	

Unlls

Dates	1 ki	DesalpllOn	Product	Size	Blled IT=INetAmount  I
05/09/20"13 -05/09/20"13	415432	PrintLegalAd-lPL01206800	BRO-Bradenton Herald	1x63L	63L	$74.88
IPL0120680	LegalILegals &Public Notices CLS

I

;Summary
AmountDue:	$74.881

MAYINVOICE	
Invoice No.:	194785	
AccountNo.:	29585	
ccount Name:	UNIVERSITY PARKRECREATION DISTRICT	
AmountDue:	$74.88	

·--------------------Ple-as-eR-etu-rn-Th-isP-or-tio-n W-ith-Y-our-Pa-ym-en-t (T-ha-nk-Yo-u)-------------------

McClatchy Company LLC
PO Box510150
Livonia Ml 48151

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

□□□□□29585 □0□0194785 □□□□□7488 4

Email questions tossccreditandcollections@mcclatchy.com

McClatchy Company LLC
PO Box 510150
Livonia Ml 48151

VGlobalTech

",...,11 t1	-..II
NOVATIO'

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# 5131
DATE 06/01/2023
DUE DATE 06/16/2023
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

6/27/2023

University Park Recreation District

Payment Authorization No. 96

O&M - General Fund Expenses

Vendor	Invoice	Description	Amount	
Blalock Walters	40896-000-56	General Representation - May 2023	$	5,187.50	
Blalock Walters	40896-028-10	Amendment to Ori Dev. Order & GDP	$	617.50	
Phillips Feldman Group	148337	2022 Audit - Final Billing	$	1,275.00	

O&M - General Fund Expenses Total	$	7,080.00

Asst. Secretary/Secretary	Asst Trea,(lr 

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
May 31, 2023
Account #	40896-000
Invoice #	40896-000-56

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM GENERAL REPRESENTATION

REMITTANCE COPY

BALANCE

40896-000

MPB	$5,187.50

If you prefer to receive paperless invoices by email, please complete the information below or email billing@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

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
May 31, 2023
Account# 40896-000
Invoice #	40896-000-56

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM GENERAL REPRESENTATION
MPB

For Professional Services Rendered Thru 05/31/2023

HOURS
05/01/2023	MPB  Preparation of Memorandum to Supervisors.	0.60	150.00

05/02/2023	MPB Telephone conference with Mark Criden; telephone conference with Bob Gang; preparation for and attendance at the Workshop; review
site plans regarding Parcel L.	3.80	950.00

	Bob Gang.	0.40	100.00	
05/04/2023	MPB	Review letter and preparation of Memorandum to Robert Gang.	0.40	100.00	
05/09/2023	JO	Review charter amendment application status in ACCELA.	0.20	25.00	
05/11/2023	MPB	Telephone conference with John Fetsick.	0.30	75.00	
05/16/2023	MJP	Review of issue relating to denial of Club application.	0.50	110.00	
	MPB	Preparation for and attendance at Board meeting; telephone
conference with John Fetsick.	
3.30	
825.00	
05/17/2023	MJP	Review of legislative updates relating to recreation district.	0.40	88.00	
	MPB	Telephone conference with John Fetsick.	0.20	50.00	

05/18/2023	MPB Review and respond to Memorandum from Paul Fay; preparation for and attendance at Board Workshop.	

2.80	

700.00	
05/19/2023	MJP Review correspondence and participate in conference regarding SR Construction Services issue.	
0.40	
88.00	
MPB Review correspondence regarding potential contract dispute;
telephone conference with John Fetsick and Michael Beaumier.	
0.70	
175.00	

05/03/2023	MPB Preparation of Memorandum to Vivian Carvalho; review letter from

HOURS
05/22/2023	MPB	Review correspondence from Michael Beaumier.	0.30	75.00

05/23/2023	MJP	Review of issue relating to contract terms for SR Construction
contract.	0.60	132.00
MPB	Telephone conference with Mike Seamier; preparation of
correspondence to Atty. Richard Chaves.	1.60	400.00

05/24/2023	MJP	Various communications with Paul Fay regarding Jonas contract.	0.40	88.00
MJP	Review Jonas contract correspondence; prepare public records
language.	0.60	132.00
MJP	Various communications with Paul Fay.; review questions regarding
indemnification, disclaimer of warranties, and venue.	0.40	88.00
MPB	Telephone conference with Rusty Pierson; conference with Chair and
Vivian Carvalho.	1.10	275.00

05/25/2023	CFJ	Review of correspondence regarding construction and mediation	0.20	50.00

05/28/2023	CFJ	Review of change order request	0.10	25.00

05/30/2023	MPB  Review Charter transfer to add/delete.	0.40	100.00
JO	Work on strikethough and underline of revised documents related to
charter amendment.	0.50	62.50
05/31/2023	MJP	Review communication from Paul Fay.	0.20	20.00
MJP	Review of additional communications regarding indemnification
provision in Jones contract.	0.20	44.00
MPB	Review and respond to Memorandum from John Fetsick; preparation
of Memorandum to Paul Fay.	0.40	60.00
TOTAL FOR THE ABOVE SERVICES	21.00	4,987.50

05/22/2023	MANATEE COUNTY BUILDING AND DEVELOPMENT SERVICES ADV FEES PLN2111-0083

-20-0.00

TOTAL ADVANCES	200.00

TOTAL CURRENT WORK	5,187.50

PREVIOUS BALANCE	$8,036.00

PAYMENTS RECEIVED

05/26/2023	Payment received on account. Thank you!	-8,036.00

AMOUNT DUE (includes Previous Balance if shown above)	$5,187.50

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

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
May 31, 2023
Account #	40896-028
Invoice#	40896-028-10

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM AMENDMENT TO ORI DEV. ORDER & GDP

REMITTANCE COPY

BALANCE

40896-028

MPB	$617.50

If you prefer to receive paperless invoices by email, please complete the information below or email billing@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

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
May 31, 2023
Account# 40896-028
Invoice#	40896-028-10

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM

	AMENDMENT TO ORI DEV. ORDER & GDP		
MPB			
	
For Professional Services Rendered Thru 05/31/2023		

05/05/2023	
JO	Telephone call with Marshall Robinson regarding application.	HOURS
0.50	
50.00	
05/09/2023	MPB Review Development Orders; review comments; telephone call to Marshall Robinson.	
0.70	
192.50	
	JO		Telephone call with Marshall Robinson regarding ORI and Zoning Amendments. Email to John Fetsick. Email to Marshall Robinson.	
0.50	
50.00	
05/10/2023	MPB Telephone conference with Marshall Robinson; telephone call to John Fetsick.	
0.40	
110.00	
05/15/2023	MPB	Work on issues related to County comments.	0.30	82.50	
05/22/2023	JO	Email to Marshall Robinson.	0.20	20.00	
05/25/2023	MPB  Review Ordinance for Development of Regional Impact.	0.30	82.50	
	JO	E#mails with Prony Bonnaire and Marshall Robinson.	0.30	30.00	
	TOTAL FOR THE ABOVE SERVICES	3.20	617.50	
	TOTAL CURRENT WORK		617.50	
	
AMOUNT DUE (includes Previous Balance if shown above)		
$617.50	

UNIVERSITY PARK RECREATION DISTRICT AMENDMENT TO DRI DEV. ORDER & GDP MPB

Page:	2
May 31, 2023
Account# 40896-028
Invoice#	40896-028-10

If you prefer to receive paperless invoices by email, please complete the information below or email billing@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

Date:	6/21/2023	
Invoice Number:	148337	
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:

Final billing for fees relative to the Audit for the period ending September 30, 2022	$1,275.00
including out of pocket costs

Invoice Total:	$1 275 00

INVOICE
DUEAND PAYABLEUPON 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%.

•• I  lJ I

Phillips 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