Saddle Creek Preserve of Polk County Community Development District

Meeting Agenda January 28, 2025

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Saddle Creek Preserve of Polk County
Community Development District

219 East Livingston Street, Orlando, Florida 32801 Phone: 407-841-5524 – Fax: 407-839-1526

January 21, 2025

Board of Supervisors Meeting
Saddle Creek Preserve of Polk County Community Development District
Dear Board Members:

A Board of Supervisors Meeting of the Saddle Creek Preserve of Polk County Community Development District will be held Tuesday, January 28, 2025 at 1:00 PM at The Hampton Inn—Lakeland, 4420 North Socrum Loop Road, Lakeland, FL 33809.

Zoom Link: https://us06web.zoom.us/j/85458044464
Call-In Information: 1-646-876-9923
Meeting ID: 854 5804 4464

Following is the advance agenda for the meeting:

Board of Supervisors Meeting

Roll Call
Public Comment Period (1Speakers may submit questions and comments to the District Manager prior to the beginning of the meeting via email at mvirgen@gmscfl.com)
Approval of Minutes of the December 17, 2024 Board of Supervisors Meeting
Review of Parking Plans and Implementation Process (requested by & notes/map provided by Supervisor Miro Smith)
Consideration of Proposal for Purchase and Installation of Parking Rules Signs within the Community
Discussion Regarding Landscape Enhancements at Community Entrance (requested by Supervisor Miro Smith)
Discussion Regarding Lennar Completion of Work at District (requested by Supervisor Miro Smith)
Discussion Regarding Residents Disposing of Personal Trash on CDD Property (requested by Supervisor Miro Smith)
Discussion Regarding Old Mining Road Repair Status (requested by Supervisor Morrobel)
Discussion Regarding Pond Maintenance (requested by Supervisor Morrobel)
Discussion Regarding Sidewalk Maintenance throughout the Community (requested by Supervisor Morrobel)
Discussion Regarding the Status of Lift Station Gate (requested by Supervisor Morrobel)
Consideration of 2025 Data Sharing and Usage Agreement with Polk County Property Appraiser
Consideration of 2025 Contract Agreement with Polk County Property Appraiser
Presentation of Arbitrage Rebate Report for Series 2020 Project Bonds
Staff Reports

1 Comments will be limited to three (3) minutes

Attorney
Engineer
Presentation of Updated 2025 Fee Schedule for District Engineering Services from Landmark Engineering
Field Manager’s Report
Consideration of Proposals for Road Depression Repair
Dellar Site Services, LLC
Tucker Paving, Inc.
District Manager’s Report
Approval of Check Register (to be provided under separate cover)
Balance Sheet & Income Statement (to be provided under separate cover)
Other Business
Supervisors Requests and Audience Comments
Adjournment

MINUTES

MINUTES OF MEETING
SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Saddle Creek Preserve of Polk County Community Development District was held Tuesday, December 17, 2024 at 1:00 p.m. at The Hampton Inn – Lakeland, 4420 North Socrum Loop Road, Lakeland, Florida.

Present and constituting a quorum:
Lori Campagna	Chairperson
Erica Miro Smith	Vice Chairperson
Kelly Evans by Zoom	Assistant Secretary
Abby Morrobel	Assistant Secretary Also present were:
Monica Virgen	District Manager, GMS
Grace Rinaldi	District Counsel, Kilinski Van Wyk
Allen Bailey	Field Manager, GMS
Mark	Prince & Sons
James	Prince & Sons

The following is a summary of the discussions and actions taken at the December 17, 2024 Saddle Creek Preserve of Polk County Community Development District’s Board of Supervisors Meeting.

FIRST ORDER OF BUSINESS	Roll Call
Ms. Virgen called the meeting to order at 1:00 p.m. and called roll. Three Board members were present constituting a quorum. Ms. Evans participated via Zoom.

SECOND ORDER OF BUSNESS	Public Comment Period
Ms. Virgen opened the public comment period for agenda items. There were no public comments.

THIRD ORDER OF BUSINESS	Organizational Matters

December 17, 2024	Saddle Creek Preserve of Polk County CDD

A. Consideration of Resolution 2025-02 Electing Officers (tabled from November 19, 2024 Board Meeting)
Ms. Virgen stated this item was tabled at the November 19, 2024 Board of Supervisors meeting. This resolution allows the Board to keep the same slate of officers or the Board can make changes to the officers. She added they could make changes at any point during the year.
After discussion Board consensus was to elect Ms. Campagna as Chairperson, Ms. Miro Smith as Vice Chairperson, and Ms. Morrobel, Ms. Evans and Mr. Finotti as Assistant Secretaries. Other officers will be Ms. Burns as Secretary, Ms. Virgen and Mr. Flint with GMS as Assistant Secretaries.

On MOTION by Ms. Evans, seconded by Ms. Morrobel, with all in favor, Resolution 2025-02, Electing Officers as Ms. Campagna as Chairperson, Ms. Miro Smith as Vice Chairperson, Ms. Morrobel, Ms. Evans, and Mr. Finotti as Assistant Secretaries, Jill Burns as Secretary, and Ms. Virgen & Mr. Flint as Assistant Secretaries, was approved.

FOURTH ORDER OF BUSINESS	Approval of Minutes of the November 19,
2024 Landowners’ Meeting and November 19, 2024 Board of Supervisors Meeting
Ms. Virgen presented the minutes from the November 19, 2024 Landowners’ Meeting and the November 19, 2024 Board of Supervisors meeting. The Board had no changes to the minutes.

On MOTION by Ms. Campagna, seconded by Ms. Morrobel, with all in favor, the Minutes of the November 19, 2024 Landowners’ Meeting and the November 19, 2024 Board of Supervisors Meeting, were approved.

FIFTH ORDER OF BUSINESS	Consideration	of	Resolution	2025-04
Setting a Public Hearing on the Adoption of Amended and Restated Parking and Towing Policies (requested by Supervisor Erica Miro Smith)
A. Review of Parking and Towing Policies Presented at the February 27, 2024 Board Meeting
Ms. Virgen stated this resolution is for setting a public hearing on the adoption of amended and restated Parking and Towing Policies. She noted this was requested by Supervisor Miro Smith

December 17, 2024	Saddle Creek Preserve of Polk County CDD

and is contained within the agenda. She added these policies are outlined to define certain parts of the language and have been presented earlier to the Board. Ms. Miro Smith asked about parking on the right or left. Ms. Virgen stated this could be changed at any point.
Ms. Campagna stated there were varying opinions on which side should contain the parking. Ms. Rinaldi commented on the public hearing for revising the policies and presented the rates and rule changes. She noted the disciplinary rule will include a violation of policies included failing to reimburse the District up to $500. She covered extensions, process for suspension and notice requirements, suspensions by the Board, process for initial hearing and appeal process, supervision of minors, policy regarding lakes and ponds, and assignment of rights to amenities.
Ms. Virgen suggested the hearing be in February. It was noted the parking rules needed further discussion and the 1-sided parking should not be voted on today. Other parking could be included. Other specifics of parking were reviewed and outlined for approval to include the common areas, amenity parking, commercial and abandoned vehicles, lift stations, and corner parking. The hearing will be February 25, 2025. The updated map will be brought to the next meeting.

On MOTION by Ms. Morrobel, seconded by Ms. Miro Smith, with all in favor, Resolution 2025-04 Setting a Public Hearing on the Adoption of Amended and Restated Parking and Towing Policies for February 25, 2025 at 1:00 p.m., was approved.

SIXTH ORDER OF BUSINESS	Discussion	Regarding	Adding	Speed
Humps in the Community & Project Funding (requested by Supervisor Erica Miro Smith) – ADDED
Ms. Virgen noted this was requested. Discussion was held on the traffic study to be completed before this was considered. Ms. Campagna stated this will affect someone’s driveway, emergency vehicles, and impact on wear and tear of vehicles. It was suggested to have the county bring out a speed sign tracker and to do further research on this topic.
After discussion there was no action taken and this item was tabled for a later date.

SEVENTH ORDER OF BUSINESS	Update	&	Discussion	Regarding
Community Movie Nights

December 17, 2024	Saddle Creek Preserve of Polk County CDD

Ms. Virgen noted at the last meeting the Board asked for staff to reach out to an insurance provider to get input on the use of tiki torches. She noted the insurance company said no to tiki torches, but stated they could explore the use of citronella candles. It was preferable to have no open flames.
Discussion ensued on movie night and moving the pest control to be held closer during movie nights, concerns with pest control service, winter months for movie nights, open space approval, approval was given for Friday night and looking into the approval of Saturday night. The Board made the motion to approve the monthly movie nights during the winter.
Ms. Campagna voiced concerns about taking away the residents right to walk up and use the area if we continually approve events. She noted the concerns of crowds, car parking, and residents having the free use of the space.

On MOTION by Ms. Morrobel, seconded by Ms. Miro Smith, with all in favor, the Monthly Movie Nights During the Winter Months, was approved.

EIGHTH ORDER OF BUSINESS	Consideration of Resident Request for
Weekly Community Sports in Open Space Area on Yellow Trail
Ms. Virgen noted this was discussed and there were concerns with approving individual requests for weekly community sports in the open space. It was noted this should be on a first come, first serve basis to be used. The Board stated an interested resident could come before the Board for approval before an event. After discussion the Board decided to not approve this request.

NINTH ORDER OF BUSINESS	Ratification of Facilities Use Agreement
for Resident Requested Event in Open Space Area on Yellow Trail on December 21, 2024
Ms. Virgen noted this was for a specific event for the potluck and movie night on December 21, 2024.

On MOTION by Ms. Campagna, seconded by Ms. Evans, with all in favor, the Community Event Held by Keshia Mallard on the

December 17, 2024	Saddle Creek Preserve of Polk County CDD

December 21, 2024 in the Open Space Area on Yellow Trail, was approved.

There was discussion for the event on the December 20th as well. Ms. Virgen asked for a motion to approve the December 20th event.

On MOTION by Ms. Campagna, seconded by Ms. Morrobel, with all in favor, the Community Event Held by Keshia Mallard on December 20, 2024, was approved.

TENTH ORDER OF BUSINESS	Consideration	of	Resolution	2025-05
Setting a Public Hearing on the Adoption of Amended Amenity Rates and Disciplinary Rules
Ms. Virgen noted this was already discussed and she asked for a motion.

On MOTION by Ms. Campagna, seconded by Ms. Morrobel, with all in favor, Resolution 2025-05 Setting a Public Hearing on the Adoption of Amended Amenity Rates and Disciplinary Rules for February, was approved.

ELEVENTH ORDER OF BUSINESS	Discussion Regarding Request to Set a
New District Meeting Time (requested by Supervisor Miro Smith)
Ms. Virgen noted this is for setting a new District meeting time. No action was taken.

TWELFTH ORDER OF BUSINESS	Consideration  of  Request  for  a  New
Landscape    Maintenance    Vendor
(requested by Supervisor Miro Smith)
Ms. Virgen noted this was a request for a new landscape maintenance vendor. Concerns were voiced on the landscape of a specific area with weeds and overgrowth, holes, and signs. Mr. Bailey made comments on the area, the work was to cut the grass, shaping up bushes, scope of services, and he noted the vendor was doing what was requested. The rainy season was discussed and the wetlands. Mr. Bailey noted an arborist visited the area and gave input on the issue. It was

December 17, 2024	Saddle Creek Preserve of Polk County CDD

noted the arborist had no problems with Saddle Creek. Mr. Bailey asked for the specific concerns not general comments.
It was suggested to not go out for bid and continue with Prince & Sons and have a specific list of concerns to address. Other concerns were on using the weed eaters. Prince & Sons addressed the issue of the area and using mowers on this wetland and why they use weed eaters. Other concerns were on mulching and planting.
An excel spreadsheet was presented for Prince & Sons and items with invoicing. This was reviewed by item with the fee schedule. The Board asked for a timeline and schedule for work conducted. Mulching and invoicing for mulching was discussed.
Other concerns with the landscape vendors were voiced to include exposed pipes, excess trash, and billing. The main 2 concerns were on the pond ruts and weeds. Ms. Rinaldi made comments on requirement for bids. Ms. Evans made the comment the new Board members are in a transition period and time should be given for adjustments before any action is taken.
It was asked that residents not meet with vendors about concerns. Ms. Morrobel continued to make comments on the dissatisfaction with Prince & Sons. It was suggested 1 Board member meet and walk the area with Mr. Bailey and Ms. Morrobel. After discussion no action was taken on the item.

THIRTEENTH ORDER OF BUSINESS	Consideration of Request for a New Pool
Maintenance Vendor (requested by Supervisor Miro Smith)
Ms. Virgen noted this was a request for a new pool maintenance vendor. Comments have already been made on these concerns. No action was taken.

FOURTEENTH ORDER OF BUSINESS	Consideration	of	Request	to	Replace
Mulch  at  Amenity  Center  Pool  Area
(requested by Supervisor Miro Smith)
Ms. Virgen noted this was a request to replace mulch at amenity center. This item was already discussed. They will wait to make a determination on how things go. No action was taken, this item was tabled for a later date if needed.
FIFTEENTH ORDER OF BUSINESS	Staff Reports
Attorney

December 17, 2024	Saddle Creek Preserve of Polk County CDD

Ms. Rinaldi asked for confirmation from the new Board members receiving the new Supervisors’ welcome materials mailed from her office. She stated the requirements were very detailed and she suggested a CDD 101 training for the supervisors and residents at a later meeting.

Engineer
There were no engineering report items to be discussed.

Field Manager’s Report
Mr. Bailey presented the field manager’s report to include drainage issue, sod on the trail completed, erosion issues, area for sodding completed, lift repair completed, depression and paving in progress, soil under review and possible replacement, replacement chair, ponds looking good, amenity plant replacement, and other wetland concerns. Ms. Morrobel stated she was very unhappy with the sodding and other issues.

Consideration of Proposal for Monument Lighting Replacement
Mr. Bailey presented the proposal for monument lighting replacement. He noted this is for 2 150-watt lights which are stronger than the current lights.
Discussion was held on the current lights being too dim, the replacement lights being too bright, and the location of light issues. The entrance lights are the ones with the issues.
There was no action taken on this item.

Consideration of Proposal for Replacement of Amenity Plants by Pool Area
Mr. Bailey presented the proposal for replacement plants by the pool area. He described the type of plants, the location of plants for a total of $300 to install the plants.

On MOTION by Ms. Campagna, seconded by Ms. Miro Smith, with all in favor, the Proposal for Replacement of Amenity Plants by the Pool Area, was approved.

Consideration of Proposal for Replacement of Plants at the Community Exit Monument Sign
Mr. Bailey presented the second proposal for plant replacement for $410 at the community exit monument sign. It was noted this does not include mulch.

December 17, 2024	Saddle Creek Preserve of Polk County CDD

On MOTION by Ms. Evans, seconded by Ms. Campagna, with all in favor, the Proposal for Replacement of Plants at the Community Exit Monument Sign, was approved.

Consideration of Proposal for Mulch Installation Along the Entire Entrance of the Community (ADDED)
Mr. Bailey presented the proposal for mulch installation along the entire entrance of the community. He stated this would be $1,650. This would cover the rest of the community.

On MOTION by Ms. Campagna, seconded by Ms. Evans with Ms. Campagna, Ms. Evans and Ms. Miro Smith in favor and Ms. Morrobel Opposed, the Proposal for Mulch Installation Along the Entire Entrance of the Community with a Not to Exceed Amount of
$1,700, was approved 3-1.

Ms. Miro Smith commented that her neighbor had concerns about someone doing work in her yard. Mr. Bailey stated those people were not with the CDD landscape company.

District Manager’s Report
Approval of Check Register
Ms. Virgen presented the check register from November 6, 2024 through December 2, 2024 totaling $28.928.11. Immediately following is the detailed run summary.

On MOTION by Ms. Campagna, seconded by Ms. Miro Smith, with all in favor, the Check Register, was approved.

Balance Sheet and Income Statement
Ms. Virgen stated the unaudited financials are through October 31, 2024.

SIXTEENTH ORDER OF BUSINESS	Other Business
There being no comments, the next item followed.

SEVENTEENTH ORDER OF BUSINESS	Supervisors	Requests	and	Audience
Comments
Public Comments:

December 17, 2024	Saddle Creek Preserve of Polk County CDD

Resident (Aimee Porras) asked why there was not a public hearing on parking and why it wasn’t considered and could it be added before the adoption of new policies. Ms. Virgen asked for residents to reach out to her for comments or recommendations. She asked that Supervisors not post on Facebook. It was noted speed bumps are not considered in parking rules.
Resident (Miguel Morrobel) invited the Board members to go online and check out reviews for Prince and Sons. He noted there were many discontent customers and urges the Board to consider the renewal of this vendor.

Supervisors Comments:
Ms. Miro Smith commented on streetlights and taking pictures to be sent for review.

EIGHTEENTH ORDER OF BUSINESS	Adjournment
Ms. Virgen adjourned the meeting.

On MOTION by Ms. Campagna, seconded by Ms. Miro Smith, with all in favor, the meeting was adjourned.

Secretary/Assistant Secretary	Chairman/Vice Chairman

Section IV

Good evening,

Please find attached a revised parking plan for your review. Due to the location of fire hydrants, creating this plan presented some challenges.

Here are some key considerations:

Parking Availability: Designated parking areas prioritize resident access and minimize driveway interference. Most houses will have parking on their side of the street.
Red Loop: Several fire hydrants are located on the even-numbered side of Red Loop. To comply with Florida law prohibiting parking within 15 feet of a fire hydrant, parking on the odd-numbered side is recommended.
Yellow Trail: Fire hydrants are situated on the right side of Yellow Trail, where houses have odd numbers. Parking on the left side of the street, with even- numbered houses, is advised.
Fire Hydrant Near Trotters Way and Landmark: To accommodate the single fire hydrant located on the opposite side of the street between Trotters Way and Landmark, I propose swapping the allowed parking on that portion of the road. Parking would be permitted on the opposite side of the fire hydrant, starting at the intersection of Old Mining and Trotters Way and continuing towards Yellow Trail. Please refer to the map for a visual clarification.

Please let me know if you have any questions or require further clarification.

Any suggestions are welcome, and if none, please add them to the next meeting agenda for consideration.

Thank you, Erica Miro

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Section A

Proposal # : 323	Proposal

Bill To/District	Prepared By:	
Saddle Creek CDD	Governmental Management Services- CF,
LLC	
	219 E. Livingston Street	
	Orlando, FL 32801	
Street Parking Signs	

The addition of 54 new parking rules signs to match the parking map.
44 single arrow signs, 7 Double arrow signs, 3 Towing signs, on 54 8’ U channels	

Governmental Management Services - CF

Qty	Description	Unit Price	Line Total	
24	Labor	$50.00	$1,200.00	
2	Mobilization	$65.00	$130.00	
	Equipment		$75.00	
	Materials		$4,635.00	

				
				
Total Due:	$6,040.00	

This Proposal is Valid for 30 days.

Maintenance Services Phone: 407-201-1514
Email: Abailey@gmscﬂ.com

Client Signature: 	

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Section XII

POLK COUNTY PROPERTY APPRAISER
2025 Data Sharing and Usage Agreement

Revised 01/2025
ADA Compliant

This Data Sharing and Usage Agreement, hereinafter referred to as “Agreement,” establishes the terms and conditions

under which the Saddle Creek Preserve of Polk County Community Development District

hereinafter

referred to as “agency,” can acquire and use Polk County Property Appraiser data that is exempt from Public Records disclosure as defined in FS 119.071.

In accordance with the terms and conditions of this Agreement, the agency agrees to protect confidential data in accordance with FS 282.3185 and FS 501.171 and adhere to the standards set forth within these statutes.

For the purposes of this Agreement, all data is provided. It is the responsibility of the agency to apply all statutory guidelines relative to confidentiality and personal identifying information.
The confidentiality of personal identifying information including: names, mailing address and OR Book and Pages pertaining to parcels owned by individuals that have received exempt / confidential status, hereinafter referred to as “confidential data,” will be protected as follows:
The agency will not release confidential data that may reveal identifying information of individuals exempted from Public Records disclosure.
The agency will not present the confidential data in the results of data analysis (including maps) in any manner that would reveal personal identifying information of individuals exempted from Public Records disclosure.
The agency shall comply with all state laws and regulations governing the confidentiality and exempt status of personal identifying and location information that is the subject of this Agreement.
The agency shall ensure any employee granted access to confidential data is subject to the terms and conditions of this Agreement.
The agency shall ensure any third party granted access to confidential data is subject to the terms and conditions of this Agreement. Acceptance of these terms must be provided in writing to the agency by the third party before personal identifying information is released.
The agency agrees to comply with all regulations for the security of confidential personal information as defined in FS 501.171.
The agency, when defined as “local government” by FS 282.3185, is required to adhere to all cybersecurity guidelines when in possession of data provided or obtained from the Polk County Property Appraiser.

The term of this Agreement shall commence on January 1, 2025, and shall run until December 31, 2025, the date of signature by the parties notwithstanding. This Agreement shall not automatically renew. A new agreement will be provided annually to ensure all responsible parties are aware of and maintain the terms and conditions of this Data Sharing and Usage Agreement.
In witness of their agreement to the terms above, the parties or their authorized agents hereby affix their signatures.

POLK COUNTY PROPERTY APPRAISER

Agency:

Saddle Creek Preserve of Polk County Commu

Signature: 	

Signature: 	

Print:

Neil Combee	

Print:		

Title: Date:

Polk County Property Appraiser	
January 7, 2025	

Title: Date:

Chairperson 1/28/2025

Please email the signed agreement to pataxroll@polk-county.net.

Section XIII

CONTRACT AGREEMENT
This Agreement made and entered into on Monday, January 13, 2025 by and between the Saddle Creek Preserve of Polk County Community Development District, a local unit of special purpose government of the State of Florida hereinafter referred to as the 'Special District', and Neil Combee, Polk County Property Appraiser, a Constitutional Officer of the State of Florida, whose address is 255 North Wilson Ave., Bartow, FL 33830, hereinafter referred to as the 'Property Appraiser'.
Section 197.3632 Florida Statutes, provides that special assessments of non-ad valorem taxes levied by the Special District may be included in the assessment rolls of the County and collected in conjunction with ad valorem taxes as assessed by the Property Appraiser. Pursuant to that option, the Property Appraiser and the Special District shall enter into an agreement providing for reimbursement to the Property Appraiser of administrative costs, including costs of inception and maintenance, incurred as a result of such inclusion.
The parties herein agree that, for the 2025 tax year assessment roll, the Property Appraiser will include on the assessment rolls such special assessments as are certified to her by the Saddle Creek Preserve of Polk County Community Development District.
The term of this Agreement shall commence on January 1, 2025 or the date signed below, whichever is later, and shall run until December 31, 2025, the date of signature by the parties notwithstanding. This Agreement shall not automatically renew.
The Special District shall meet all relevant requirements of Section 197.3632 & 190.021 Florida Statutes.
The Special District shall furnish the Property Appraiser with up-to-date data concerning its boundaries and proposed assessments, and other information as requested by the Property Appraiser to facilitate in administering the non-ad valorem assessment in question. Specifically, if assessments will be included on the 2025 TRIM Notice, the Special District shall provide proposed assessments no later than Friday, July 11, 2025. The Special District’s assessments shall, as far as practicable, be uniform (e.g. one uniform assessment for maintenance, etc.) to facilitate the making of the assessments by the mass data techniques utilized by the Property Appraiser.
The Special District shall certify to the Property Appraiser the Special District’s annual installment and levy no later than Monday, September 15, 2025. The Property Appraiser shall, using the information provided by the Special District, place the Special District’s non ad-valorem special assessments on properties within the district for inclusion on the 2025 tax roll.
The Property Appraiser shall be compensated by the Special District for the administrative costs incurred in carrying out this Agreement at the rate of 1% of the amount levied on the TRIM Notice or if the TRIM Notice is not used, the rate shall be 1% of the amount levied on the 2025 tax roll. For the TRIM Notice, the Property Appraiser will require payment on or before Monday, September 15, 2025 for processing within the Property Appraiser budget year (October 1st – September 30th).
If the actual costs of performing the services under this agreement exceed the compensation provided for in Paragraph 7, the amount of compensation shall be the actual costs of performing the services under this agreement.
If tax roll corrections are requested by the Special District, the Property Appraiser shall be compensated by the Special District for the administrative costs incurred at the rate of $5.00 for each tax roll correction exceeding ten (10) corrections per tax
year.
The Special District shall indemnify and hold harmless, to the extent permitted by Florida law and without waiving its right of any applicable sovereign immunity, the Property Appraiser and all respective officers, employees, agents and instrumentalities from any and all liability, losses or damages, including attorneys' fees and costs of defense, which the Property Appraiser and all respective officers, employees, agents or instrumentalities may incur as a result of claims, demands, suits, causes of actions or proceedings of any kind or nature arising out of, relating to or resulting from the negligent or intentional acts or omissions of the Special District or its employees, agents, servants, partners, principals, or subcontractors arising out of, relating to, or resulting from the performance of the Agreement. The Special District shall pay all claims and losses in connection therewith and shall investigate and defend all claims, suits or actions of any kind or nature in the name of the Property Appraiser where applicable, including appellate proceedings, and shall pay all costs, judgments, and attorneys' fees which may issue thereon.

EXECUTED By:

Special District Representative

Neil Combee
Polk County Property Appraiser By:

Print name

Title	Date

Neil Combee, Property Appraiser

Section XIV

REBATE REPORT
$5,500,000
Saddle Creek Preserve of
Polk County Community Development District
(Polk County, Florida)
Special Assessment Bonds, Series 2020

Dated: October 6, 2020
Delivered: October 6, 2020

Rebate Report to the Computation Date October 6, 2028
Reflecting Activity To December 31, 2024

TABLE OF CONTENTS

AMTEC Opinion	3	
Summary of Rebate Computations	4	
Summary of Computational Information and Definitions	5	
Methodology	7	
Sources and Uses	8	
Proof of Arbitrage Yield	9	
Bond Debt Service	12	
Arbitrage Rebate Calculation Detail Report – Acquisition & Construction Fund	14	
Arbitrage Rebate Calculation Detail Report – Debt Service Reserve Fund	16	
Arbitrage Rebate Calculation Detail Report – Costs of Issuance Account	17	
Arbitrage Rebate Calculation Detail Report – Rebate Computation Credits	18	

January 16, 2025

Saddle Creek Preserve of Polk County Community Development District c/o Ms. Katie Costa
Director of Operations – Accounting Division Government Management Services – CF, LLC 6200 Lee Vista Boulevard, Suite 300
Orlando, FL 32822

Re:	$5,500,000 Saddle Creek Preserve of Polk County Community Development District (Polk
County, Florida), Special Assessment Bonds, Series 2020	

Dear Ms. Costa:
AMTEC has prepared certain computations relating to the above referenced bond issue (the “Bonds”) at the request of the Saddle Creek Preserve of Polk County Community Development District (the “District”).
The scope of our engagement consisted of preparing the computations shown in the attached schedules to determine the Rebatable Arbitrage as described in Section 103 of the Internal Revenue Code of 1954, Section 148(f) of the Internal Revenue Code of 1986, as amended (the "Code"), and all applicable Regulations issued thereunder. The methodology used is consistent with current tax law and regulations and may be relied upon in determining the rebate liability. Certain computational methods used in the preparation of the schedules are described in the Summary of Computational Information and Definitions.

Our engagement was limited to the computation of Rebatable Arbitrage based upon the information furnished to us by the District. In accordance with the terms of our engagement, we did not audit the information provided to us, and we express no opinion as to the completeness, accuracy or suitability of such information for purposes of calculating the Rebatable Arbitrage.

We have scheduled our next Report as of September 30, 2025. Thank you and should you have any questions, please do not hesitate to contact us.

Very truly yours,

Michael J. Scarfo
Senior Vice President	Trong M. Tran
Assistant Vice President	

SUMMARY OF REBATE COMPUTATIONS
Our computations, contained in the attached schedules, are summarized as follows: For the October 6, 2028 Computation Date
Reflecting Activity from October 6, 2020 through December 31, 2024

Fund Description	Taxable Inv Yield	Net Income	Rebatable Arbitrage	
Acquisition & Construction Fund	0.006043%	131.42	(107,389.72)	
Debt Service Reserve Fund	2.483809%	16,815.52	(10,519.55)	
Costs of Issuance Account	0.000000%	0.00	0.00	
Totals	0.589399%	$16,946.94	$(117,909.27)	
Bond Yield	3.745542%		
Rebate Computation Credits	(9,355.20)	
Net Rebatable Arbitrage	$(127,264.47)	

Based upon our computations, no rebate liability exists.

SUMMARY OF COMPUTATIONAL INFORMATION AND DEFINITIONS
COMPUTATIONAL INFORMATION

For purposes of computing Rebatable Arbitrage, investment activity is reflected from October 6, 2020, the date of the closing, to December 31, 2024, the Computation Period. All nonpurpose payments and receipts are future valued to the Computation Date of October 6, 2028.

Computations of yield are based on a 360-day year and semiannual compounding on the last day of each compounding interval. Compounding intervals end on a day in the calendar year corresponding to Bond maturity dates or six months prior.

For investment cash flow, debt service and yield computation purposes, all payments and receipts are assumed to be paid or received respectively, as shown on the attached schedules.
Purchase prices on investments are assumed to be at fair market value, representing an arm's length transaction.
During the period between October 6, 2020 and December 31, 2024, the District made periodic payments into the Debt Service Fund that were used, along with the interest earned, to provide the required debt service payments.
Under Section 148(f)(4)(A), the rebate requirement does not apply to amounts in certain bona fide debt service funds. The Regulations define a bona fide debt service fund as one that is used primarily to achieve a proper matching of revenues with principal and interest payments within each bond year. The fund must be depleted at least once each bond year, except for a reasonable carryover amount not to exceed the greater of the earnings on the fund for the immediately preceding bond year or 1/12th of the principal and interest payments on the issue for the immediately preceding bond year.
We have reviewed the Debt Service Fund and have determined that the funds deposited have functioned as a bona fide debt service fund and are not subject to the rebate requirement.

In accordance with Page C-1 of the Arbitrage and Tax Certificate, Exhibit C (Arbitrage Rebate Covenants) the first (initial) Computation Date must be within 60 days of the end of the third Bond Year. After the first required payment date (Computation Date) the District must consistently treat either the last day of each Bond Year or the last day of each fifth Bond Year as the (subsequent) Computation Date(s). Therefore, for purposes of the arbitrage calculation, the first Computation Date is December 31, 2024.

DEFINITIONS

Computation Date
October 6, 2028.

Computation Period
The period beginning on October 6, 2020, the date of the closing, and ending on December 31, 2024.

Bond Year
Each one-year period (or shorter period from the date of issue) that ends at the close of business on the day in the calendar year that is selected by the Issuer. If no day is selected by the Issuer before the earlier of the final maturity date of the issue or the date that is five years after the date of issue, each bond year ends at the close of business on the anniversary date of the issuance.

Bond Yield
The discount rate that, when used in computing the present value of all the unconditionally payable payments of principal and interest with respect to the Bonds, produces an amount equal to the present value of the issue price of the Bonds. Present value is computed as of the date of issue of the Bonds.

Taxable Investment Yield
The discount rate that, when used in computing the present value of all receipts of principal and interest to be received on an investment during the Computation Period, produces an amount equal to the fair market value of the investment at the time it became a nonpurpose investment.

Issue Price
The price determined on the basis of the initial offering price at which price a substantial amount of the Bonds was sold.

Rebatable Arbitrage
The Code defines the required rebate as the excess of the amount earned on all nonpurpose investments over the amount that would have been earned if such nonpurpose investments were invested at the Bond Yield, plus any income attributable to the excess. Accordingly, the Regulations require that this amount be computed as the excess of the future value of all the nonpurpose receipts over the future value of all the nonpurpose payments. The future value is computed as of the Computation Date using the Bond Yield.

Funds and Accounts
The Funds and Accounts activity used in the compilation of this Report was received from the District and US Bank, Trustee, as follows:

Funds / Accounts	Account Number	
Revenue Account	273502000	
Interest Fund	273502001	
Sinking Fund Account	273502002	
Debt Service Reserve Fund	273502003	
Prepayment Account	273502004	
Acquisition & Construction Fund	273502005	

METHODOLOGY

Bond Yield
The methodology used to calculate the bond yield was to determine the discount rate that produces the present value of all payments of principal and interest through the maturity date of the Bonds.

Investment Yield and Rebate Amount
The methodology used to calculate the Rebatable Arbitrage, as of December 31, 2024, was to calculate the future value of the disbursements from all funds, subject to rebate, and the value of the remaining bond proceeds, at the yield on the Bonds, to October 6, 2028. This figure was then compared to the future value of the deposit of bond proceeds into the various investment accounts at the same yield. The difference between the future values of the two cash flows, on October 6, 2028, is the Rebatable Arbitrage.

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Delivered: October 6, 2020

Sources of Funds

Par Amount	$5,500,000.00	
Net Original Issue Premium	91,511.90	
Total	$5,591,511.90	

Uses of Funds

Acquisition & Construction Fund	$5,152,261.90	
Debt Service Reserve Fund	156,750.00	
Costs of Issuance Account	172,500.00	
Underwriter’s Discount	110,000.00	
Total	$5,591,511.90	

Prepared by AMTEC	(Finance 8.901)

PROOF OF ARBITRAGE YIELD
$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020

Date	

Debt Service	Present Value to 10/06/2020
@ 3.7455424210%	
12/15/2020	39,296.46	39,017.95	
06/15/2021	207,512.50	202,254.04	
12/15/2021	101,200.00	96,822.28	
06/15/2022	211,200.00	198,349.27	
12/15/2022	99,825.00	92,027.56	
06/15/2023	214,825.00	194,404.03	
12/15/2023	98,387.50	87,398.15	
06/15/2024	213,387.50	186,068.64	
12/15/2024	96,950.00	82,983.91	
06/15/2025	216,950.00	182,283.61	
12/15/2025	95,450.00	78,723.75	
06/15/2026	215,450.00	174,428.81	
12/15/2026	93,650.00	74,425.44	
06/15/2027	218,650.00	170,570.91	
12/15/2027	91,775.00	70,278.38	
06/15/2028	221,775.00	166,706.23	
12/15/2028	89,825.00	66,279.37	
06/15/2029	224,825.00	162,842.44	
12/15/2029	87,800.00	62,425.12	
06/15/2030	1,947,800.00	1,359,412.10	
12/15/2030	51,300.00	35,145.20	
06/15/2031	51,300.00	34,499.11	
12/15/2031	51,300.00	33,864.90	
06/15/2032	51,300.00	33,242.35	
12/15/2032	51,300.00	32,631.24	
06/15/2033	51,300.00	32,031.36	
12/15/2033	51,300.00	31,442.52	
06/15/2034	51,300.00	30,864.49	
12/15/2034	51,300.00	30,297.10	
06/15/2035	51,300.00	29,740.13	
12/15/2035	51,300.00	29,193.41	
06/15/2036	51,300.00	28,656.73	
12/15/2036	51,300.00	28,129.92	
06/15/2037	51,300.00	27,612.80	
12/15/2037	51,300.00	27,105.18	
06/15/2038	51,300.00	26,606.90	
12/15/2038	51,300.00	26,117.77	
06/15/2039	51,300.00	25,637.64	
12/15/2039	51,300.00	25,166.33	
06/15/2040	51,300.00	24,703.68	
12/15/2040	51,300.00	24,249.55	
06/15/2041	266,300.00	123,566.09	
12/15/2041	47,000.00	21,407.59	
06/15/2042	267,000.00	119,377.68	
12/15/2042	42,600.00	18,696.63	
06/15/2043	272,600.00	117,441.47	
12/15/2043	38,000.00	16,070.19	
06/15/2044	278,000.00	115,404.89	
12/15/2044	33,200.00	13,528.80	
06/15/2045	283,200.00	113,280.83	
12/15/2045	28,200.00	11,072.72	
06/15/2046	288,200.00	111,081.29	
12/15/2046	23,000.00	8,701.95	
06/15/2047	293,000.00	108,817.39	
12/15/2047	17,600.00	6,416.31	
06/15/2048	297,600.00	106,499.45	

Prepared by AMTEC	(Finance 8.901)

PROOF OF ARBITRAGE YIELD
$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020

Date	

Debt Service	Present Value to 10/06/2020
@ 3.7455424210%	
12/15/2048	12,000.00	4,215.39	
06/15/2049	307,000.00	105,861.14	
12/15/2049	6,100.00	2,064.76	
06/15/2050	311,100.00	103,367.01	
	8,975,533.96	5,591,511.90	
	
Proceeds Summary		

Delivery date	10/06/2020	
Par Value	5,500,000.00	
Premium (Discount)	91,511.90	
Target for yield calculation	5,591,511.90	

Prepared by AMTEC	(Finance 8.901)

PROOF OF ARBITRAGE YIELD
$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Assumed Call/Computation Dates for Premium Bonds

Bond Component	Maturity Date	
Rate	
Yield	Call Date	Call Price	Yield To Call/Maturity	
TERM03	06/15/2031	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2032	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2033	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2034	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2035	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2036	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2037	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2038	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2039	4.000%	3.600%	06/15/2030	100.000	3.6010216%	
TERM03	06/15/2040	4.000%	3.600%	06/15/2030	100.000	3.6010216%	

Rejected Call/Computation Dates for Premium Bonds

Bond Component	Maturity Date	
Rate	
Yield	Call Date	Call Price	Yield To Call/Maturity	Increase to Yield	
TERM03	06/15/2031	4.000%	3.600%			3.6316459%	0.0306243%	
TERM03	06/15/2032	4.000%	3.600%			3.6569663%	0.0559447%	
TERM03	06/15/2033	4.000%	3.600%			3.6782361%	0.0772145%	
TERM03	06/15/2034	4.000%	3.600%			3.6963427%	0.0953211%	
TERM03	06/15/2035	4.000%	3.600%			3.7119319%	0.1109103%	
TERM03	06/15/2036	4.000%	3.600%			3.7254849%	0.1244634%	
TERM03	06/15/2037	4.000%	3.600%			3.7373680%	0.1363464%	
TERM03	06/15/2038	4.000%	3.600%			3.7478643%	0.1468427%	
TERM03	06/15/2039	4.000%	3.600%			3.7571965%	0.1561749%	
TERM03	06/15/2040	4.000%	3.600%			3.7655422%	0.1645207%	

Prepared by AMTEC	(Finance 8.901)

BOND DEBT SERVICE
$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020

Period Ending	
Principal	
Coupon	
Interest	
Debt Service	Annual Debt Service	
10/06/2020						
12/15/2020			39,296.46	39,296.46		
06/15/2021	105,000	2.500%	102,512.50	207,512.50	246,808.96	
12/15/2021			101,200.00	101,200.00		
06/15/2022	110,000	2.500%	101,200.00	211,200.00	312,400.00	
12/15/2022			99,825.00	99,825.00		
06/15/2023	115,000	2.500%	99,825.00	214,825.00	314,650.00	
12/15/2023			98,387.50	98,387.50		
06/15/2024	115,000	2.500%	98,387.50	213,387.50	311,775.00	
12/15/2024			96,950.00	96,950.00		
06/15/2025	120,000	2.500%	96,950.00	216,950.00	313,900.00	
12/15/2025			95,450.00	95,450.00		
06/15/2026	120,000	3.000%	95,450.00	215,450.00	310,900.00	
12/15/2026			93,650.00	93,650.00		
06/15/2027	125,000	3.000%	93,650.00	218,650.00	312,300.00	
12/15/2027			91,775.00	91,775.00		
06/15/2028	130,000	3.000%	91,775.00	221,775.00	313,550.00	
12/15/2028			89,825.00	89,825.00		
06/15/2029	135,000	3.000%	89,825.00	224,825.00	314,650.00	
12/15/2029			87,800.00	87,800.00		
06/15/2030	140,000	3.000%	87,800.00	227,800.00	315,600.00	
12/15/2030			85,700.00	85,700.00		
06/15/2031	145,000	4.000%	85,700.00	230,700.00	316,400.00	
12/15/2031			82,800.00	82,800.00		
06/15/2032	150,000	4.000%	82,800.00	232,800.00	315,600.00	
12/15/2032			79,800.00	79,800.00		
06/15/2033	155,000	4.000%	79,800.00	234,800.00	314,600.00	
12/15/2033			76,700.00	76,700.00		
06/15/2034	160,000	4.000%	76,700.00	236,700.00	313,400.00	
12/15/2034			73,500.00	73,500.00		
06/15/2035	165,000	4.000%	73,500.00	238,500.00	312,000.00	
12/15/2035			70,200.00	70,200.00		
06/15/2036	175,000	4.000%	70,200.00	245,200.00	315,400.00	
12/15/2036			66,700.00	66,700.00		
06/15/2037	180,000	4.000%	66,700.00	246,700.00	313,400.00	
12/15/2037			63,100.00	63,100.00		
06/15/2038	190,000	4.000%	63,100.00	253,100.00	316,200.00	
12/15/2038			59,300.00	59,300.00		
06/15/2039	195,000	4.000%	59,300.00	254,300.00	313,600.00	
12/15/2039			55,400.00	55,400.00		
06/15/2040	205,000	4.000%	55,400.00	260,400.00	315,800.00	
12/15/2040			51,300.00	51,300.00		
06/15/2041	215,000	4.000%	51,300.00	266,300.00	317,600.00	
12/15/2041			47,000.00	47,000.00		
06/15/2042	220,000	4.000%	47,000.00	267,000.00	314,000.00	
12/15/2042			42,600.00	42,600.00		
06/15/2043	230,000	4.000%	42,600.00	272,600.00	315,200.00	
12/15/2043			38,000.00	38,000.00		
06/15/2044	240,000	4.000%	38,000.00	278,000.00	316,000.00	
12/15/2044			33,200.00	33,200.00		
06/15/2045	250,000	4.000%	33,200.00	283,200.00	316,400.00	
12/15/2045			28,200.00	28,200.00		
06/15/2046	260,000	4.000%	28,200.00	288,200.00	316,400.00	
12/15/2046			23,000.00	23,000.00		
06/15/2047	270,000	4.000%	23,000.00	293,000.00	316,000.00	
12/15/2047			17,600.00	17,600.00		
06/15/2048	280,000	4.000%	17,600.00	297,600.00	315,200.00	

Prepared by AMTEC	(Finance 8.901)

BOND DEBT SERVICE
$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020

Period Ending	
Principal	
Coupon	
Interest	
Debt Service	Annual Debt Service	
12/15/2048			12,000.00	12,000.00		
06/15/2049	295,000	4.000%	12,000.00	307,000.00	319,000.00	
12/15/2049			6,100.00	6,100.00		
06/15/2050	305,000	4.000%	6,100.00	311,100.00	317,200.00	
	5,500,000		3,875,933.96	9,375,933.96	9,375,933.96	

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Acquisition & Construction Fund

ARBITRAGE REBATE CALCULATION DETAIL REPORT

FUTURE VALUE @
RECEIPTS	BOND YIELD OF
DATE	DESCRIPTION	(PAYMENTS)	(3.745542%)

10/06/20	Beg	Bal	-5,152,261.90	-6,933,106.25	
11/03/20			182,770.93	245,260.91	
11/03/20			12,257.84	16,448.84	
11/03/20			2,633.00	3,533.23	
11/03/20			92,606.04	124,268.35	
11/03/20			2,125.00	2,851.54	
11/03/20			56,310.76	75,563.59	
11/03/20			10,336.00	13,869.91	
11/03/20			54,263.76	72,816.72	
12/03/20			2,564.00	3,430.02	
12/03/20			7,434.67	9,945.80	
12/21/20			81,895.00	109,352.76	
12/21/20			40,555.60	54,153.09	
12/21/20			427,551.97	570,901.63	
12/21/20			2,125.00	2,837.47	
12/21/20			243,838.57	325,592.79	
12/22/20			4,500.00	6,008.14	
12/28/20			318.93	425.55	
12/28/20			1,177.40	1,571.02	
12/28/20			300.75	401.30	
01/19/21			394,828.90	525,687.71	
01/19/21			25,472.00	33,914.23	
01/19/21			60,514.72	80,571.22	
01/19/21			3,703.50	4,930.96	
01/19/21			786.89	1,047.69	
01/20/21			54,299.00	72,287.96	
01/20/21			698.50	929.91	
01/25/21			11,875.00	15,800.98	
02/02/21			51,052.30	67,881.62	
02/02/21			1,802.95	2,397.29	
02/02/21			6,213.18	8,261.35	
02/02/21			28,583.88	38,006.52	
02/08/21			28,583.88	37,983.02	
02/08/21			18.45	24.52	
02/12/21			706.50	938.43	
02/12/21			1,156.25	1,535.82	
02/12/21			5,108.78	6,785.88	
02/12/21			1,870.00	2,483.88	
02/24/21			492,440.28	653,289.39	
02/24/21			35,994.00	47,750.96	
02/24/21			7,071.28	9,381.02	
03/02/21			6,682.20	8,857.54	
03/17/21			393,896.51	521,320.16	
03/17/21			8,347.32	11,047.64	
03/17/21			29,315.91	38,799.47	
03/17/21			2,125.00	2,812.43	
03/17/21			6,500.00	8,602.72	
03/17/21			16,390.00	21,692.09	

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Acquisition & Construction Fund

	ARBITRAGE REBATE CALCULATION DETAIL REPORT		
	
RECEIPTS	FUTURE VALUE @ BOND YIELD OF	
DATE	DESCRIPTION	(PAYMENTS)	(3.745542%)	
03/17/21		2,460.36	3,256.27	
03/26/21		49,872.21	65,944.43	
03/26/21		191.84	253.66	
03/26/21		1,161.80	1,536.21	
03/26/21		24,400.00	32,263.34	
03/26/21		2,805.00	3,708.96	
04/09/21		702,219.49	927,278.91	
04/09/21		12,242.50	16,166.19	
04/09/21		18,053.20	23,839.20	
04/09/21		259.91	343.21	
04/09/21		1,347.75	1,779.70	
04/27/21		1,419.35	1,870.77	
04/27/21		6,562.12	8,649.20	
05/04/21		701,404.81	923,819.36	
05/04/21		39,482.50	52,002.35	
05/04/21		192.22	253.17	
05/04/21		828.75	1,091.55	
06/16/21		18,300.00	23,998.78	
07/09/21		667,585.08	873,403.77	
10/06/23	de minimis	2.03	2.44	
10/06/28	TOTALS:	131.42	-107,389.72	

ISSUE DATE:	10/06/20	REBATABLE ARBITRAGE:	-107,389.72	
COMP DATE:	10/06/28	NET INCOME:	131.42	
BOND YIELD: 3.745542%	TAX INV YIELD:	0.006043%	

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Debt Service Reserve Fund

ARBITRAGE REBATE CALCULATION DETAIL REPORT

FUTURE VALUE @
RECEIPTS	BOND YIELD OF
DATE	DESCRIPTION	(PAYMENTS)	(3.745542%)

10/06/20	Beg	Bal	-156,750.00	-210,929.57	
11/03/20			0.67	0.90	
12/02/20			0.77	1.03	
01/05/21			0.80	1.07	
02/02/21			0.80	1.06	
03/02/21			0.72	0.95	
04/02/21			0.80	1.06	
05/04/21			0.78	1.03	
06/02/21			0.80	1.05	
07/02/21			0.77	1.01	
08/03/21			0.80	1.04	
09/02/21			0.80	1.04	
10/04/21			0.77	1.00	
11/02/21			0.80	1.03	
12/02/21			0.78	1.01	
12/30/21			0.02	0.03	
01/04/22			0.80	1.03	
02/02/22			0.80	1.02	
03/02/22			0.72	0.92	
04/04/22			0.80	1.02	
05/03/22			0.77	0.98	
06/02/22			39.51	50.00	
07/05/22			90.23	113.79	
08/02/22			157.53	198.12	
09/02/22			237.30	297.52	
10/04/22			271.08	338.75	
11/02/22			355.06	442.42	
12/02/22			432.70	537.50	
01/04/23			488.86	605.26	
02/02/23			520.51	642.59	
03/02/23			498.91	614.02	
04/04/23			563.96	691.79	
05/02/23			569.50	696.58	
06/02/23			619.55	755.46	
07/05/23			606.40	736.91	
08/02/23			633.57	767.79	
09/05/23			657.84	794.49	
10/03/23			637.04	767.15	
11/02/23			659.56	791.90	
12/04/23			639.78	765.62	
12/22/23			0.16	0.19	
01/03/24			660.90	788.54	
02/02/24			657.72	782.40	
03/04/24			612.72	726.47	
04/02/24			653.60	772.71	
05/02/24			631.15	743.86	
05/14/24			0.01	0.01	
06/04/24			652.50	766.49	

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Debt Service Reserve Fund

	ARBITRAGE REBATE CALCULATION DETAIL REPORT		
	
RECEIPTS	FUTURE VALUE @ BOND YIELD OF	
DATE	DESCRIPTION	(PAYMENTS)	(3.745542%)	
07/02/24		631.27	739.41	
08/02/24		651.40	760.64	
09/04/24		648.73	755.03	
10/02/24		606.55	703.90	
11/04/24		591.71	684.42	
12/03/24		552.51	637.17	
12/31/24	Bal	156,750.00	180,265.27	
12/31/24	Acc	570.93	656.58	
10/06/28	TOTALS:	16,815.52	-10,519.55	

ISSUE DATE:	10/06/20	REBATABLE ARBITRAGE:	-10,519.55	
COMP DATE:	10/06/28	NET INCOME:	16,815.52	
BOND YIELD:	3.745542%	TAX INV YIELD:	2.483809%	

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Costs of Issuance Account

	ARBITRAGE REBATE CALCULATION DETAIL REPORT		
	
RECEIPTS	FUTURE VALUE @ BOND YIELD OF	
DATE	DESCRIPTION	(PAYMENTS)	(3.745542%)	
10/06/20	Beg Bal	-172,500.00	-232,123.45	
10/06/20		172,500.00	232,123.45	
10/06/28	TOTALS:	0.00	0.00	

ISSUE DATE:	10/06/20	
REBATABLE ARBITRAGE:	
0.00	
COMP DATE:	10/06/28	NET INCOME:	0.00	
BOND YIELD: 3.745542%	TAX INV YIELD:	0.000000%	

$5,500,000
Saddle Creek Preserve of Polk County Community Development District (Polk County, Florida)
Special Assessment Bonds, Series 2020 Rebate Computation Credits

	ARBITRAGE REBATE CALCULATION DETAIL REPORT		
	
RECEIPTS	FUTURE VALUE @ BOND YIELD OF	
DATE	DESCRIPTION	(PAYMENTS)	(3.745542%)	
10/06/21		-1,780.00	-2,307.99	
10/06/22		-1,830.00	-2,286.38	
10/06/23		-1,960.00	-2,359.59	
10/06/24		-2,070.00	-2,401.24	
10/06/28	TOTALS:	-7,640.00	-9,355.20	

ISSUE DATE:	10/06/20	REBATABLE ARBITRAGE: -9,355.20 COMP DATE:	10/06/28
BOND YIELD: 3.745542%

Section XV

Section B

Section 1

2025 Fee Schedule

SERVICE	RATE/HOUR

Expert Witness	$ 385

Principal	$ 275

Senior Professional Engineer / Surveyor	$ 220

Professional Engineer / Surveyor	$ 165

Field Engineer	$ 165

Project Coordinator	$ 140

Designer	$ 140

CADD / Drafting	$ 120

Engineering Technician	$ 120

Survey Technician	$ 120

Administrative	$ 90

Survey Field Crew	$ 185

Per Diem/Person	$ 110

Copies & Printing	COST

Outside Professional Services, Materials,
Photographic Reproductions, Agency Fees, etc	Cost + 15%

Section C

Saddle Creek Reserve CDD
Field Management Report

January 28,2025 Allen Bailey Field Manager
GMS

The mulch has been placed in all common areas and amenity as requested.

Completed

District Mulch

Yellow Trail Fence

The two missing sections of the Yellow Trial fence have been installed.

One of the fans was loose at the amenity. The issues have been fixed.

Completed

Amenity Fan

Mailbox Solar Light

The solar light has been replaced at the mailboxes.

There hasn’t been any report of being broken.

3

Saddle Creek CDD Field Management Report | GMS 2025

IInn-PPrrooggrreessss

Replacement Chairs

Trotters Way Depression

Tucker Paving has been contacted and we have their official proposal.

The two replacement chairs have a delivery date of 2/14/2025

Conclusion

For any questions or comments regarding the above information, please contact me by phone at 407-460-4424 or by email at abailey@gmscfl.com. Thank you.

Respectfully, Allen Bailey

Section 1

SECTION (a)

DELLAR SITE SERVICES, LLC

DELLAR SITE SERVICES LLC	DSS	
CIVIL SITE & UNDERGROUND UTILITIES CONTRACTOR	SINCE 2019	
P.O. BOX 318. KATHLEEN, FL 33849. (813)-478-1237	STATE CERTIFIED	

09.24.24	
BID PROPOSAL	

ATTENTION:	
TELEPHONE:	
FAX:	

NAME:			
ADDRESS:			
CITY, STATE ZIP:			

cc:

	

PROJECT:	SADDLE CREEK REPAIRS				PROPOSAL DATE:		
LOCATION:	4334 TROTTER WAY				09.24.24	
CITY:							
COMMENTS:							
SECTION and ITEM	ITEM	ITEM	UNIT	ITEM	SECTION	
DESCRIPTIONS	QUANTITY	UNIT	PRICE	EXTENSION	TOTAL	

MOBILIZATION					
MOBILIZATION	1.00	LS	0.00	0.00	
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  SECTION TOTAL :::	3,500.00	

DISCRIPTION		
IMPRESSIONS: DIG OUT/ HAUL OFF	1.00	EA	0.00	0.00		
FLOW FILL	1.00	EA	0.00	0.00		
ASPHALT REPAIR	1.00	EA	0.00	0.00		
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  SECTION TOTAL :::	32,760.00	

TOTAL PROPOSAL  $	36,260.00	

BID CONDITIONS	
01. Bid shall be split only with prior approval of	
Dellar Site Services, LLC	
02. All permit fees by others.	
03. Soils testing by others.	
04. Removal of buried trash additional if any.	
05. Payment and Performance Bond is excluded.	
06. Bid excludes sodding and seeding.	
07. Bid excludes concrete sidewalks.	
08. Bid shall include work as itemized above only.	
09. Bid valid for 30 days.	
10. Bid excludes removal and replacement of unsuitable	
soils.	

Date of Acceptance :	

DELLAR SITE SERVICES, LLC	Signature :	

Signature :	

Andrew Dellar-President

"LARGE ENOUGH TO MEET YOUR NEEDS . SMALL ENOUGH TO NEED YOU"

SECTION (b)

To: Address:	Allen Bailey Lakeland, FL	Contact:
Phone: Fax:	Allen Bailey	
Project Name:	Saddle Creek Subdivision - Pipe Repair	Bid Number:	24-703	
Project Location:	Auburndale, FL	Bid Date:	12/16/2024	
The cost associated with this pricing is for repairing the road/pipe failure at Saddle Creek.

Item Description	Estimated Quantity Unit	Unit Price	Total Price	
1.5" SP9.5 Mill And Overlay	223.000 SY	$64.21	$14,318.83	
Repair 8" Pipe Failure And Backfill With 5 CY Of Flowable Fill	1.000 LS	$4,545.71	$4,545.71	
Total Bid Price:		$18,864.54	

Notes:
*** ALL BASE BID CLARIFICATIONS, EXCLUSIONS, AND NOTES APPLY.			

Authorized Signature:
Estimator:	Kyle Allen
863-299-2262 kallen@tuckerpaving.com

CONFIRMED:
Tucker Paving, Inc.

ACCEPTED:
The above prices, specifications and conditions are satisfactory and hereby accepted.
Buyer: Signature:
Date of Acceptance:

12/16/2024 4:54:23 PM	Page 1 of 1

Section D

Section 1

Item will be provided under separate cover.

Section 2

Item will be provided under separate cover.