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

The Rescheduled Board Meeting of the Board of Supervisors of University Park Recreation District will be held on Tuesday, May 21, 2024, at 10:00 AM at the Business Offices 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’ WORKSHOP 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]

Administrative Matters
Consideration of the Minutes of the April 2, 2024, Board of Supervisors’ Workshop Meeting
Consideration of the Minutes of the April 12, 2024, Board of Supervisors’ Meeting
Consideration of the Minutes of the April 30, 2024, Board of Supervisors’ Workshop Meeting
(under separate cover)

Staff Report Matters
District Counsel
District Manager
Club Management
Management Discussion & Analysis Report (under separate cover)

Business Matters
Continued Public Hearing on the Adoption of Revision to the Rules & Regulations
Consideration of Resolution 2024-15, Adopting Revision to the Rules & Regulations (under separate cover)
Public Hearing on the Adoption of Membership Caps and Initiation Fees
Consideration of Resolution 2024-16, Adopting Membership Caps and Initiation Fees (under separate cover)

Consideration of Resolution 2024-17, Approving a Preliminary Enterprise Fund (Country Club) Budget for Fiscal Year 2025 and Setting a Public Hearing Date [Suggested Date, August 9, 2024] (under separate cover)
Consideration of Resolution 2024-18, Approving a Preliminary General Fund Budget for Fiscal Year 2025 and Setting a Public Hearing Date [Suggested Date, August 9, 2024] (under separate cover)
Review and Consideration of Architectural/Engineering RFQ Responses (under separate cover)
Update on Bond Validation Hearing
Update on Bond Anticipation Notice

District Financial Matters
Ratification of Payment Authorization Nos. 116 & 117

Date	Meeting Type	Time	Location	Note	
June 4, 2024	Workshop Meeting and Board Meeting	2:00 PM	University Park	Business Offices	
June 14, 2024	Board Meeting	1:00 PM	University Park	Business Offices	

Adjournment

University Park Recreation District

Consideration of the Minutes of the April 2, 2024
Board of Supervisors’ Workshop Meeting

MINUTES OF MEETING
UNIVERSITY PARK RECREATION DISTRICT WORKSHOP MEETING
Tuesday, April 2, 2024
2:00 p.m.
The Business Offices
8301 The Park Boulevard, University Park, FL 34201
Board Members present at roll call in person or via phone: Sally Dickson	Chairperson
Mark Criden	Vice Chairperson	(via Zoom) Steve Ludmerer	Treasurer/2nd Vice Chairperson
David Murphy	Assistant Secretary Also, Present in person or via phone:
Vivian Carvalho	District Manager - PFM Group Consulting LLC Kwame Jackson	ADM - PFM Group Consulting LLC	(via Zoom) Venessa Ripoll	PFM Group Consulting LLC	(via Zoom) Mark Barnebey	District Counsel- Blalock Walters
Curtis Nickerson	Director of Properties and Facilities - Country Club John Fetsick	General Manager - Country Club
Various Audience Members via Zoom

FIRST ORDER OF BUSINESS	Organizational Matters Call to Order and Roll Call
The meeting was called to order at 2:01 p.m. by Ms. Dickson, and Ms. Carvalho confirmed quorum to proceed with the meeting. Those in attendance are outlined above.

Public Comments

A homeowner made a request for information to be included in the March 22, 2024, Board of Supervisors’ meeting minutes. The homeowner also asked about payments to Manatee County Sheriff’s Department.

It was explained that the payments to Manatee County Sheriff’s Department are made through the Enterprise Fund.

A homeowner asked about the number of current trial memberships.

SECOND ORDER OF BUSINESS	Discussion

Rules	&	Regulations, Revision to the Bylaws

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and	Establishment	of Grievance Committee

Mr. Ludmerer reviewed the edits and amendments to the wording of the documents.

There was discussion about reducing the time allotted, or eliminating the provision, for persons to walk the golf course.
Mr. Ludmerer noted that the Club is considering the formation of a Grievance Committee. He noted that someone is needed to keep records to ensure that the Grievance Committee Meeting and operations are conducted in a timely manner. The agreement coming out of discussions is to use a staff member.
There was discussion about the roles of the appointed staff member. It was determined that this person will hold a non-leadership and non-voting position.
There was discussion about the roles, responsibilities, and authority of the Grievance Committee.

Mr. Fetsick provided an overview of the proposed structure of handling grievances with the participation of and advice given by the advisory group.
Mr. Ludmerer will revise the document for further review and consideration by the Board.

There was discussion about the allowance and restriction of service animals and pets in areas.
There was discussion about attire for the golf course and for dining, and the consistency with the wording throughout the documents.
There was discussion about slow play on the golf course and warnings by the rangers.

Ms. Dickson noted that golf carts outfitted for street transportation should not be allowed on the golf course.
There was discussion about a specific age when referring to a minor in the documents. There was discussion about the volume of the music in the fitness center.

Policies and Procedures Related to Membership Waitlist

Mr. Fetsick reviewed the policies and procedures related to the full golf membership waitlist.

He noted that there needs to be a decision on a waitlist application. He also noted that the waitlist is an unofficial and preliminary waitlist, and all persons on the waitlist know that it is awaiting approval by the Board and is subject to change.
Mr. Fetsick noted that coming out of a discussion with the Golf Advisory Group, a decision needs to be made about proposed non-refundable application fee and initiation fee/deposit.

There was discussion about fees and refundability.
Mr. Murphy expressed interest in a survey and analysis of full memberships year over year to

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support the approach to managing the waitlist.
There was discussion about the allowances and restrictions of waitlisted persons. There was discussion about the ability to reassign membership.

THIRD ORDER OF BUSINESS	Adjournment

There were no additional items to come before the Board.

ON MOTION by Ms. Dickson, with all in favor, the April 2, 2024, Workshop Meeting of University Park Recreation District was adjourned at 3:51 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

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University Park Recreation District

Consideration of the Minutes of the April 12, 2024
Board of Supervisors’ Meeting

MINUTES OF MEETING

UNIVERSITY PARK RECREATION DISTRICT BOARD OF SUPERVISORS’ MEETING
Friday, April 12, 2024
1:00 p.m.
The Business Offices
8301 The Park Boulevard, University Park, FL 34201
Board Members present at roll call in person or via phone: 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 phone:

Vivian Carvalho	District Manager - PFM Group Consulting LLC	
Kwame Jackson	ADM - PFM Group Consulting LLC	(via Zoom)	
Venessa Ripoll	PFM Group Consulting LLC	(via Zoom)	
Brent Wilder	PFM Financial Advisors	(via Zoom)	
Mark Barnebey	District Counsel- Blalock Walters		
John Fetsick	General Manager - Country Club		
Various audience members in person and via Zoom

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

The Board proceeded with the Pledge of Allegiance.

Public Comments

A homeowner had comments about the audited financial statements.

It was noted that the auditing firm will make a presentation on the audited financial report during the meeting.

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A homeowner provided comments, attached as Exhibit A, related to the proposed non- resident membership cap.

SECOND ORDER OF BUSINESS	Administrative Matters

Acceptance of Fiscal Year 2023 Audited Financial Statements

Mr. Nathan Phillips of the Phillips Harvey Group, P.A. provided a detailed summary of the audit report. He noted that there were no compliance concerns to report. He also noted that the Country Club has shown an increase in net worth and is doing well overall.

ON MOTION by Mr. Ludmerer, seconded by Mr. Criden, with all in favor, the Board accepted the Fiscal Year 2023 Audited Financial Statements.

Review and Consideration of Short-Term Financing RFP Results

Mr. Ludmerer introduced the item and provided an overview of the how the District’s cash flow would not cover the financing of the irrigation project. He noted that the financing of the irrigation project is to be covered by the Series 2024 Bonds and the bond validation process is expected to be completed by June 2024. He further explained that if the bond validation process is not completed by that time, the funding of the irrigation project would need to be covered by another means. An RFP for a bond anticipation note (BAN) was approved by the Board during the March 22, 2024, meeting and Regions Capital Advantage Inc. responded with a proposal for a $5 million dollars for a term of two-years for the bond anticipation note (BAN).

Mr. Ludmerer provided further details on the financial obligations of the BAN and the planned timeline.

Mr. Wilder noted that the District’s strong financial position allowed for the competitive proposal by Regions Capital Advantage Inc.

Mr. Ludmerer explained that if the District does not proceed with the BAN there would be minimal costs incurred for this application process.

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ON MOTION by Mr. Ludmerer, seconded by Mr. Criden, with all in favor, the Board accepted the proposal dated April 1, 2024, submitted by Regions Capital Advantage Inc. for the purchase of a two-year bond anticipation note providing interim funding, subject to further detailed negotiations and approval, based on input from the District’s General Manager, District Counsel, Bond Counsel and Financial Advisor.

Consideration of the Minutes of the February 27, 2024, Board of Supervisors’	Workshop Meeting and the Minutes of the March 22, 2024, Board of Supervisors’ Rescheduled Meeting
The Board reviewed the minutes.

ON MOTION by Mr. Criden, seconded by Mr. Murphy, with all in favor, the Board approved the Minutes of the February 27, 2024, Board of Supervisors’ Workshop Meeting and the Minutes of the March 22, 2024, Board of Supervisors’ Rescheduled Meeting.

THIRD ORDER OF BUSINESS	Staff Report Matters

District Counsel – Mr. Barnebey provided advice about handling District matters and personal social media accounts, including the use of a disclaimer on personal accounts by the Board Members. He referenced a matter currently before the Supreme Court.

Mr. Barnebey also gave an update on the DRI and development amendments. He noted that a study was done by a consultant and an approach is being looked at.

District Manager – Ms. Carvalho reminded the Board that the May meeting has been rescheduled from May 10 to May 21, 2024, and the proposed FY 2025 budget will be discussed.

Mr. Barnebey asked that the June 4, 2024, Workshop meeting also be a Board meeting.

Mr. Ludmerer asked that a May 2024 Workshop Meeting be scheduled. The date will be determined.

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Club Management (Management Discussion & Analysis Report) – Mr. Fetsick stated that they are approaching the end of the high season. He noted that this season has seen the highest ever numbers of members and events, live entertainment for the first time and many sold out events. He thanked the members and the staff.

Mr. Fetsick noted that Sydney Johnson has been hired as the new Director of Communications and will focus primarily on Business & Strategic Planning Communications.

He said that they continue the search for a new executive chef and Chef Roger continues to lead the culinary operations. It was a very successful Easter Weekend with over 900 members and guests served over three-day weekend.

Mr. Fetsick explained that the golf cart fleet lease expires this year. Mr. Nickerson and other team members tested options for the next fleet, and one was selected. The swap will happen during Fall.

The new windscreens have been installed on the tennis courts and more are being ordered for the pickleball courts.

The Country Club full membership is 446, unofficial non-resident waitlist is at 17, racquets membership is 112, social membership is 785. The selling of social non-resident membership has been temporarily discontinued. There are 141 grandfathered non-members and 221 grandfathered members. Of the 1,433 overall memberships, 306 are non-residents.

Mr. Fetsick gave a detailed overview of the Country Club’s statement of operations up to February 29, 2024. Year to date actual for the five months is favorable to budget at $5.6 million food and beverage operations are unfavorable to budget, primarily due to kitchen labor costs, linens, and cost of goods sold. Mr. Fetsick noted he intends on implementing a quarterly benchmark report in comparison to its competition.

Golf operations are unfavorable to budget. Mr. Fetsick noted that there were 16 fewer member rounds and 796 fewer outside rounds in March compared to March 2023. There have been 3,765 fewer rounds year to date compared to the corresponding period in 2023. This is attributed to the impact of weather and an associated shift to more play by members than public.

Mr. Fetsick gave a brief overview of the ongoing irrigation project and noted that it is progressing well with little impact on play.

There was a short discussion about the recent storm and any damage to property.

Mr. Fetsick provided an update on the reservation software.

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FOURTH ORDER OF BUSINESS	Business Matters

Consideration of Resolution 2024-14, Ratifying the Manatee County Election Results Related to the Charter Amendments

Mr. Barnebey noted that the final vote was 558 in favor and 116 opposed, representing an 82% yes vote.

ON MOTION by Mr. Criden, seconded by Mr. Ludmerer, with all in favor, the Board approved Resolution 2024-14, Ratifying the Manatee County Election Results Related to the Charter Amendments.

Public Hearing on the Adoption of Revision to the Bylaws, Rules &	Regulations,	and Establishment of Grievances Committee

Ms. Dickson opened the Public Hearing.

Mr. Ludmerer provided an overview of the documents and edits made.

Mr. Barnebey noted that for the benefit of the public, with the documents not having been provided for public view prior to the Public Hearing, no action will be taken by the Board and the Public Hearing will be continued to the next Board meeting on May 21, 2024.

There was discussion about the proposed edits.

A homeowner asked about meeting minutes not included in the preliminary agenda packet.

Ms. Carvalho explained that items are placed on the agenda ‘under separate cover’ while being finalized and the agenda is updated with the finalized documents.

There were no further comments by the public.

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ON MOTION by Mr. Criden, seconded by Mr. Murphy, with all in favor, the Board continued the Public Hearing to May 21, 2024, at 10:30 a.m. at The Business Offices
8301 The Park Boulevard, University Park, FL 34201.

The edits will be further discussed during the upcoming Board Workshop Meeting.

Consideration of Resolution 2024-15, Adopting Revision to the Bylaws, Rules & Regulations, and Establishment of Grievances Committee

This item was deferred to the May 21, 2024, Board of Supervisors’ Meeting.

Update on May Public Hearings
Membership Caps
Membership	Initiation Fees

Mr. Fetsick noted that the Public Hearings will occur during the May 21, 2024, Board of Supervisors’ Meeting. He asked that a Board Workshop Meeting will be held in May to discuss the proposed membership caps and initiation fees prior to the Public Hearing.

Update on Mr. Pizzi’s Claim

Mr. Barnebey noted that counsel for Mr. Pizzi has suggested trying to resolve the matter without going to litigation and provided a proposed settlement dollar amount.

There was discussion about Mr. Pizzi’s participation and the proposed settlement through compensation. It was noted that the understanding of the Board was that Mr. Pizzi was acting in a volunteer role.

ON MOTION by Mr. Ludmerer, seconded by Mr. Criden, with all in favor, the Board decided to decline the monetary compensation offer request from Mr. Pizzi.

District Counsel will relay the message to Mr. Pizzi’s attorney accordingly.

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Consideration of Addendum to Turf Equipment Proposal

Mr. Fetsick noted that Mr. Nickerson has been speaking with the two financing providers that the Club works with, PNC and Huntington National Bank. PNC leases are used for equipment that is kept for more than four years, whereas Huntington lease are used for equipment that is turned over in less than four years.

He noted that District Counsel’s office produced the addendum for each of the two lease terms that specify requirements of vendors related to the Recreation District.

ON MOTION by Mr. Ludmerer, seconded by Mr. Criden, with all in favor, the Board approved the addendum to the Turf Equipment Proposal.

FIFTH ORDER OF BUISNESS	District Financial Matters

Ratification	of	Payment Authorization Nos. 114 & 115

Mr. Fetsick reviewed the payment authorizations for the Board.

ON MOTION by Mr. Criden, seconded by Mr. Murphy, with all in favor, the Board ratified Payment Authorization Nos. 114 & 115.

Supervisor	Requests	& Comments

Ms. Dickson noted that April 30, 2024, at 2:00 p.m. will be the next Workshop Meeting. May 21, 2024, at 10:00 a.m. will be the Rescheduled Board Meeting and Public Hearings. The June 4, 2024, at 2:00 p.m. will be a Workshop Meeting and a Board Meeting. A date will be determined for a May Workshop Meeting prior to May 21, 2024. Mr. Jackson will send the email to the Board requesting their availability for an additional workshop meeting.

Mr. Criden noted that he and Mr. Fetsick have been working with Mr. Baumier on the RFQ for architectural services which will be published for responses to be submitted by May 15, 2024.

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Mr. Murphy suggested that any materials related to agenda items should be provided at least two business days prior to the meeting date to allow for review.

SIXTH ORDER OF BUSINESS	Adjournment

There were no further comments at this time.

ON MOTION by Mr. Criden, seconded by Mr. Murphy, with all in favor, the April 12, 2024, Board of Supervisors’ Meeting of University Park Recreation District was adjourned at 2:59 p.m.

Secretary / Assistant Secretary	Chairperson / Vice Chairperson

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Consideration of the Minutes of the April 30, 2024,
Board of Supervisors’ Workshop Meeting

Staff Reports

Management Discussion & Analysis Report

Continued Public Hearing on the Adoption of Revision to the Rules & Regulations

Consideration of Resolution 2024-15, Adopting Revision to the Rules & Regulations

Public Hearing on
the Adoption of Membership Caps and Initiation Fees

Consideration of Resolution 2024-16, Adopting Membership Caps and Initiation Fees

Consideration of Resolution 2024-17, Approving a Preliminary Enterprise Fund (Country Club) Budget for Fiscal Year 2025 and Setting a Public Hearing Date [Suggested Date, August 9, 2024]

Consideration of Resolution 2024-18, Approving a Preliminary General Fund Budget for Fiscal Year 2025
and Setting a Public Hearing Date
[Suggested Date, August 9, 2024]

Consideration of Responses to Architectural/Engineering RFQ

Update on Bond Validation Hearing

Update on Bond Anticipation Notice

Ratification of Payment Authorization Nos.
116 & 117

4/4/2024

University Park Recreation District

Payment Authorization No. 116

O&M - General Fund Expenses

Asst. Treasurer	6

Vendor	Invoice	Description	Amount	
Blalock Walters	40896-032-4	ADV. Peter A. Pizzi	$	632.50	
PFM	DM-04-2024-53	District Management Fee: April 2024	$	5,833.33	
PFM	OE-EXP-01-2024-48	January 2024 - Postage	$	25.86	
PFM	OE-EXP-02-2024-39	February 2024 - Postage	$	20.17	
Vglobal Tech	6097	ADA Website Maintenance - April 2024	$	293.33	
Vglobal Tech	6013	Quarterly ADA & WCAG Audits	$	300.00	
McClatchy Company, LLC	243263	Notice of Public Meeting - March 2024	$	322.92	

O&M - General Fund Expenses Total	$	7,428.11

Asst. Secretary/Secretary

BLALOCK WALTERS
ATTORNEYS  AT LAW

WE MAKE 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
March 31, 2024
Account# 40896-032
Invoice #	40896-032-4

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM

	ADV. PETER A PIZZI		
CFJ			
	
For Professional Services Rendered Thru 03/31/2024		

03/06/2024	
MPB	Review and respond to Memorandum from Daniel Gabuardi.	HOURS
0.40	
110.00	
03/16/2024	MPS  Preparation of Memorandum to Atty. Dan Gabuardi.	0.40	110.00	
03/18/2024	CFJ	Review of update regarding possible litigation	0.10	27.50	
03/28/2024	MPS  Telephone conference with Chair; telephone conference with former			
	Chair Case; telephone conference with Chair; preparation of Memorandum to the Board; preparation of Memorandum to Daniel Gabuardi.	

1.20	

330.00	
	MJP		Review communication from Daniel Gabuardi regarding status; prepare communication to Attorney Barnebey regarding direction given by board at prior meeting.	

0.20	

55.00	
	TOTAL FOR THE ABOVE SERVICES	2.30	632.50	
	TOTAL CURRENT WORK		632.50	
	PREVIOUS BALANCE		$275.00	
	
PAYMENTS RECEIVED			

03/26/2024	
Payment received on account. Thank you!	
-275.00	
	
AMOUNT DUE (includes Previous Balance if shown above)	
$632.50	

UNIVERSITY PARK RECREATION DISTRICT ADV. PETER A. PIZZI
CFJ

Page:	2
March 31, 2024
Account # 40896-032
Invoice#	40896-032-4

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

BlllTo:		

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 Box 65126
Baltimore, MD 21264-5126 United States of America

pfm

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

Company Addres :

RE:	District Management Fee: April 2024

Date	Number	
April 2, 2024	DM-04-2024-53	
Paym nt Terms	Due-Dat.e	
Upon Receipt	April 2, 2024	

Professional Fees
Total Amount Due

$5,833.33
$5,833.33

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BIii To:

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

Remittance Options:
.lllil..MAiJ;_
PFM Group Consulting LLC PO Box 65126
Baltimore, MD 21264-5126 United States of America

pfm

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

Company Address,

RE:	January 2024 Postage $28.56

Expenses
Total Amount Due

$25.86
$25.86

Date	Invoice Number	
March 30, 2024	OE-EXP-01-2024-48	
f>ayment T.erms	Due Date	
Upon Receipt	March 30, 2024	

1	of

EJIIITo:		

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

Remittance Options:

PFM Group Consulting LLC PO Box 65126
Baltimore, MD 21264-5126 United States of America

pfm

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

RE:	February 2024 Fedex $20.17

Expenses
Total Amount Due

$20.17
$20.17

Date	Invoice Num_per	
April 2, 2024	OE-EXP-02-2024-39	
P yment Term5-	Due Date	
Upon Receipt	April 2, 2024	

1	of	1

www.vglobaltech.com

XP   ..  R<ENCe  ,  NOVA7'0N

INVOICE

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

INVOICE # 6097
DATE 04/01/2024
DUE DATE 04/16/2024
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				
Email:Email Hosting &
Maintenance	5	15.00	75.00	
Monthly email hosting. Up to 5		
emails customized as per need		
with website domain address. Up		
to maximum 2 GB (upgrade to 10		
GB) storage per inbox. Backup		
and archival not included.		
Customers will be able to take		
their own local backup as needed.		
Customers also responsible to		
manage the inbox overflow by		
deleting unwanted emails, large		
attachments. Spam and virus		
filters included and will be		
configured. Email forwarding		
service (to any email of customer		
choice) included. Full access		
through browser from any device		
(tablets, mobile or desktop)		
provided including steps to setup		
the client.		

Please make check payable to VGlobalTech.

BALANCE DUE	$293.33

www.vglobaltech.com

INVOICE

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

INVOICE# 6013
DATE 03/31/2024
DUE DATE 03/31/2024
TERMS Due on receipt

DATE	ACTIVITY	QTY	RATE	AMOUNT	
Audlts:Quarterty ADA & WCAG Audits	1	300.00	300.00	
Quarterly ADA & WCAG Audits				
for all new content and document				
conversions for the website.				

Invoice for Quarter 1 ADA Audit.	BALANCE DUE	$300.00
Please make check payable to VGlobalTech.

McClatchy

Th• BHurort Gantt,
The Belleville News-Demaaat
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The Saaamento Bee San Luis Obispo Tribune
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Tri-City Herald llteWlcllltB Eagle Thi Olympian

Page1 of1

UNIVERSITY PARK RECREATION DISTRICT
Attn:Accounts Payable 7671THE PARK BOULEVARD UNIVERSITY PARK BRADENTON, FL34201

MARCH INVOICE	
Invoice No.:	243263	
Invoice Date:	03/31/2024	
DueDate:	04/30/2024	
Bill-To Accooot:	29585	
Sales Rep:	Christy Habony	

Dates	OrderNo.	Desalptlon	Product	Size	Billed	T=INetAmolllt
Units	
03/01/2024- 03/01/2024	524411	Print Legal Ad·IPL01613950 IPl0161395	BRO-Bradenton Herald
LegalI Legals & Public Notices CLS	1x57L	57L	$67.86	
03/04/2024 • 03/04/2024	526411	Print Legal Ad·IPL01622960 IPL0162296	BRO-Bradenton Herald
legalILegals & Public Notices CLS	1x3SL	35 L	$42.12	
03/11/2024- 03/11/2024	526416	Print Legal Ad-lPL01622980 IPL0162298	BRO-Bradenton Herald
Legal I Legals &Public Notices CLS	1x74 L	74L	$87.75	
03/15/2024- 03/15/2024	530181	Print legal Ad-lPL01638460 IPL0163846	BRO-Bradenton Herald	1x57L	57l	$67.86	
03/26/2024- 03/26/2024	530339	Print Legal Ad-lPL01639160 IPl0163916	BRO-Bradenton Herald
Legall Legals & Public Notices CLS	1x48 L	48L	$57.33	

legalI Legals & Public Notices CLS

I

Amount Due:

 March Summary	
I

$322.921

McClatchy Company LLC PO Box 510150
Livonia Ml 48151

Please Return This Portion With Your Payment (Thank You)

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

□□□0029585 0000243263 000032292 5

MAROi INVOICE	
Invoice No.:	243263	
Account No.:	29585	
,\ccount Name:	UNIVERSITY PARK RECREATION DISTRICT	
Amount Due:	$322.92	

Email questions to ssccreditandcollections@mcclatchy.com

McClatchy Company LLC PO Box 510150
Livonia Ml 48151

4/15/2024

University Park Recreation District

Payment Authorization No. 117

O&M - General Fund Expenses

Vendor	Invoice	Description	Amount	
Blalock Walters	40896-032-5	ADV. Peter A. Pizzi	$	110.00	
Blalock Walters	40896-000-66	General Representation - March 2024	$	5,550.00	
Blalock Walters	40896-033-3	$21 Million Bond Validation	$	302.50	
Blalock Walters	40896-028-18	Amendment to ORI DEV. Order & GDP	$	795.00	

O&M - General Fund Expenses Total	$	6,757.50

Asst. Secretary/Secretary	Asst. Treas	

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

Page:	1
March 31, 2024
Account# 40896-032
Invoice#	40896-032-5

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM ADV. PETER A PIZZI
CFJ

For Professional Services Rendered Thru 03/31/2024

03/18/2024	MJP	Review various communications regarding Pizzi claim.
TOTAL FOR THE ABOVE SERVICES TOTAL CURRENT WORK PREVIOUS BALANCE

HOURS
0.40
0.40

110.00
110.00

110.00

$632.50

PAYMENTS RECEIVED

04/08/2024	Payment received on account. Thank you!

AMOUNT DUE (includes Previous Balance if shown above)

-632.50

$110.00

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

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

Page:	1
March 31, 2024
Account# 40896-000
Invoice#	40896-000-66

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM

	GENERAL REPRESENTATION			
MPB				
	
For Professional Services Rendered Thru 03/31/2024			
		HOURS		
03/04/2024	MPB  Draft Resolution 2024-13; preparation of Agenda cover sheet.	1.10	275.00	
	JO	Work on Resolution 2024-13 and prepare agenda point paper.	0.60	75.00	
03/05/2024	JO	Review emails. Revise agenda point paper. Email to Team			
	transmitting revised agenda point paper.	0.40	50.00	
03/06/2024	MJP	Research regarding public records request and fees.	2.00	500.00	
	CFJ	Review of status of demand	0.20	50.00	
03/07/2024	MJP	Review Cleaning Services Agreement; prepare addendum; various			
	communications with John Fetsick regarding the same.	1.50	375.00	
	MJP	Various communications with John Fetsick regarding cleaning services agreement.	
0.40	
100.00	
	MJP	Various communications by and between Kwame Jackson regarding			
	rescheduled UPRD March meeting.	0.40	100.00	
	MPB  Review and revise draft Memorandum from Vivian Carvalho;			
	telephone conference with Vivian Carvalho.	0.60	150.00	
03/08/2024	MJP	Review various communications from Kwame Jackson and Bob Gang			
	regarding rescheduled board meeting.	0.20	50.00	
	MPB	Review and respond to correspondence from Vivian Carvalho.	0.40	100.00	
03/12/2024	MJP	Review of issue relating to short term financing resolution; prepare			
	communication to Vivian Carvalho.	0.40	100.00	
	MPB	Preparation of Memorandum to John Fetsick; review and respond to			
	Memorandum from Michael Dennis; telephone conference with Bob			
	Gang on short term financing.	0.90	225.00	
03/15/2024	MJP	Review agenda for rescheduled meeting.	0.20	50.00	
	MJP	Various communications with Vivian Carvalho, Kevin Plenzler, and			

		
Brent Wilder regarding RFP for short term financing.	HOURS
0.60	
150.00	
	JO	Monitor emails regarding short term financing.	0.30	37.50	
03/18/2024	MPS	Review Ethics Commission response regarding Dean Matt.	0.30	75.00	
03/21/2024	MJP

MJP	Various communications with Curtis Nickerson and Mark Barnebey regarding Global Turf Equipment proposal; prepare addendum.
Prepare communication to Curtis Nickerson; John Fetsick; Paul Mey;	
1.40	
350.00	
		Vivian Carvalho; and Mark Barnebey regarding Global Turf Equipment.	
0.30	
75.00	
	MPS	Review issues related to TriMax Moving Systems; review and respond to Memorandum from Chair regarding Public Records Request related to PBM.	

0.40	

100.00	
03/22/2024	MJP	Review and revise response to Dean Matt emails.	0.60	150.00	
	MJP	Prepare for and attend board of supervisors meeting.	3.50	875.00	
03/23/2024	MJP	Review draft RFQ in detail; prepare draft contract; prepare draft advertisement; communication to Mark Criden and Mark Barnebey.	
1.80	
450.00	
03/27/2024	MPS	Telephone conference with Vivian Carvalho; review Statutes on Charter revision.	
0.60	
150.00	
	JO	Research referendum results. Email to Attorneys Barnebey and Powers. Attend agenda review meeting. Work on agenda materials.	
0.90	
112.50	
	MJP	Review communication from Kwame Jackson regarding bylaws and rules; review communication from Kwame Jackson regarding
workshop agenda.	

0.40	

100.00	
	MJP	Review election results for referendum.	0.20	50.00	
03/28/2024	MPS	Telephone conference with Chair regarding Dean Matt Public Records Request; preparation of Memorandum to Vivian Carvalho; review RFQ and respond to Memorandum from Mark Criden; preparation of Memorandum to Dean Matt regarding the Public
Records Request.	

1.70	

425.00	
	MJP	Review various communications by and between Attorney Barnebey and Mark Criden regarding RFQ.	
0.60	
150.00	
03/29/2024	MJP	Review various communications between Mark Barnebey, Mark Criden, and Michael Saumier regarding RFQ.	
0.40	
100.00	
		TOTAL FOR THE ABOVE SERVICES	23.30	5,550.00	
		TOTAL CURRENT WORK		5,550.00	
		PREVIOUS BALANCE		$5,275.00	

PAYMENTS RECEIVED

03/26/2024	Payment received on account. Thank you!	-5,275.00

AMOUNT DUE (includes Previous Balance if shown above)	$5,550.00

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

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

Page:	1
March 31, 2024
Account# 40896-033
Invoice#	40896-033-3

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM

$21 MILLION BOND VALIDATION

FEM

For Professional Services Rendered Thru 03/31/2024

03/01/2024

03/11/2024

FEM	 Address order to show cause service and case timeline. FEM	Receipt of State of Florida answer.
TOTAL FOR THE ABOVE SERVICES TOTAL CURRENT WORK PREVIOUS BALANCE

HOURS
0.80

0.30
1.10

220.00

82.50
302.50

302.50

$2,889.00

PAYMENTS RECEIVED

03/26/2024	Payment received on account. Thank you!

AMOUNT DUE (includes Previous Balance if shown above)

-2,889.00

$302.50

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

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

Page:	1
March 31, 2024
Account # 40896-028
Invoice#	40896-028-18

ATTN:	ACCOUNTSPAYABLE@UNIVERSITYPARK-FL.COM

	AMENDMENT TO DRI DEV. ORDER & GDP		
MPB			
	
For Professional Services Rendered Thru 03/31/2024		

03/19/2024	
MPB  Review and respond to Memorandum from Laura Gonzalez.	HOURS
0.30	
82.50	
03/20/2024	MPB Telephone conference with Jenny Ordonez related to obtaining updated square footages after Plan revisions.	
0.40	
110.00	
03/28/2024	JO	Work on revisions to DRI Ordinance and PDR Zoning Ordinance.
Prepare for and attend conference call with County staff.	
3.00	
300.00	
	MPB Telephone conference with Laura Hernandez and Rossina Leiter; work on revisions to the DRI and Zoning Ordinance.	
1.10	
302.50	
	TOTAL FOR THE ABOVE SERVICES	4.80	795.00	
	TOTAL CURRENT WORK		795.00	
	PREVIOUS BALANCE		$55.00	
	
PAYMENTS RECEIVED			

03/26/2024	
Payment received on account. Thank you!	
-55.00	
	
AMOUNT DUE (includes Previous Balance if shown above)	
$795.00	

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

Page:	2
March 31, 2024
Account# 40896-028
Invoice#	40896-028-18

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