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Lakewood Ranch, Florida 3
Memorable Events Fishing Tournament, Irish and Italian Festivals, EGGstravaganza, Health & Wellness Expo, Boo Fest, Holidays Around the Ranch Social Clubs More than 50 Clubs: Sports, Social, Activities, Special Interest, Civic and Organizations 4
LWR Community Activities- 8130 Lakewood Main St. Suite 103 #301 Lakewood Ranch, FL 34202 Phone - 941-757-1530 Email kmerrill@lwrcac.com Facebook - www.facebook.com/lwrcommunityactivities Website - www.lwrcac.com 5
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Neighborhood teams. 250 members so far. Training and equipment to help yourself, your family and your neighbors Many roles. No physical limitations. Minimal time commitment. LWRCERT.ORG 7
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1905 John Schroeder of Milwaukee began acquiring the land known as Schroeder- Manatee Ranch for a timber plantation. 1922 Sold land to his in-laws, the Uihlein Family (founders of Schlitz Brewing Company), and began expanding agricultural operations (cattle, citrus, timber, turf, vegetables, shell mining). 1983 Residential planning begins. 9
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1995 Summerfield Village Opens 1996 Edgewater Village Opens 1997 Country Club Village Opens 1999 Riverwalk Village Opens 1999 Braden River Bridge Opens 2000 LWR Reaches 2,000 Home Mark 2001 Greenbrook Opens 2001 LWR Golf & Country Club Opens 2002 First Fire Station Opens Town Center 2004 Groundbreaking For Main Street; Hospital Opens, Town Hall Opens 2007 Lakewood Ranch Designated as Largest Green Community in Florida and United States 2010 Current Stewardship District Development Ongoing 12
Manatee County, Unincorporated Community Development Districts (CDD) Stewardship District Homeowners Associations (HOA) 13
COUNTY CDD HOA General Purpose Government Constitutionally Mandated Responsibilities Law Enforcement, Tax Collection, Property Appraisal, Jail Administration, State Court Administration, Elections Other Responsibilities as Established by State and/or a Charter Roads, Public Health, Solid Waste, Libraries Special Purpose Local Government Plans, finances, constructs, operates and maintains community-wide infrastructure and services specifically for the benefit of its residents. Maintains Common Areas of the Community Entry ways, Landscape, Stormwater Ponds, Irrigation, Signage Responsible for issues directly related to homeowners properties. Deed Restriction Enforcement Architectural and Landscaping Modification Approval Maintenance Free Neighborhood common area maintenance (i.e., neighborhood pools) 14
State Road 64 Lakewood Ranch Blvd State Road 70 East PHASE 1 Lorraine Road CDD 1 Summerfield / Riverwalk LWR Total Development ~29,000 Acres N CDD 4 Greenbrook Stewardship District ~24,000 Acres CDD 5 LWR Phase I Country Club North Community Development Districts (CDD) 5,500 Acres 6,724 EDU s 10,743 Registered Voters CDD 6 Country Club West Interstate 75 University Parkway CDD 2 Country Club South/ Edgewater Fruitville Road 15
HOA HOA CDD Villages Acronyms CDD1 Summerfield & Riverwalk SRVA CDD2 & 5 Edgewater & Country Club CEVA CDD4 Greenbrook GBVA CDD6 Country Club West CCWA 16
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Government Entity Regulated by Florida Law (Ch. 190) Provide Community Driven Service Levels Hire Staff, Assess Properties for Projects, Contract, Sue/Be Sued, Adopt Rules Ensure Accountability of Public Resources and Services Protect Property Values through Infrastructure and Facility Maintenance Save Money by Financing Projects with Tax-Exempt Bonds, Purchasing Essential Goods and Services Tax- Free, and Participating in State Programs and Initiatives Utilizes Council-Manager Form of Government (most popular structure of local government in U.S.) 18
Garbage/Recycling Manatee County Fire Protection East Manatee Fire Rescue District Ambulance Services Manatee County Main Street Entertainment, Events, or Maintenance, SMR Commercial Schools Manatee County School Board Law Enforcement Manatee County Sherriff's Office Sidewalks, Roads, Water, and Sewer in Summerfield, Riverwalk, and Greenbrook Manatee County Condo Associations Businesses Real Estate Sales / Residential Construction The Hospital Alligators! Snakes! And Bears! Oh, my! 19
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The Inter-District Authority (IDA) was created in 2002 to operate Town Hall and provide administrative, financial, and operations and maintenance services to the Lakewood Ranch Community Development Districts (Chapters 163 and 190) Composition One member from each CDD Services Hires Employees Sets Town Hall Policy Contracting party for agreements benefiting multiple member districts Management Acts as District Manager for member districts Management services for HOA s 21
* * Property Management for Country Club West provided by Separate Property Management Firm 22
Florida s Sunshine Law (Chapter 286) provides public right of access to government proceedings and public records. www.myflsunshine.com The law is applicable to elected and appointed boards and applies to any gathering of two or more members of the same board to discuss matters which may forseeably come before the board for action. Meetings must be: Open to the public (and accessible by the public) Reasonable public notice must be given Minutes must be taken 23
IDA and CDD documents are public records and must be provided upon request. The Florida Supreme Court has determined that public records are all materials made or received by an agency in connection with official business which are used to perpetuate, communicate, or formalize knowledge. They are not limited to traditional written documents. Tapes, photographs, films, sound recordings, and e- mails are also considered public records. Some exemptions apply. Each type of public record has its own retention period. 24
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OPERATIONS FACILITY 59 AVE E LORRAINE RD STATE ROAD 70 E 26
The Operations team maintains the District s common areas & property through the use of various contractors and in-house staff in many areas including: Landscaping Storm water Ponds Conservation Areas Signage; Neighborhood Monuments & Street Signs Lighting; Street, Landscape & Courts Park Maintenance Guard Houses & Gates Hardscapes; Mailboxes, Fences,& Gazebos 27
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Irrigation water is supplied by Braden River Utilities (BRU) Watering windows set by BRU Residential Midnight to 10:00 a.m. Inspections 10:00 a.m. to 4:00 p.m. District 4:00 p.m. to Midnight Irrigation costs are covered in your CDD fees, which are included in your yearly tax bill Throughout LWR, we maintain 187 controllers, 1,551 valves and 52,760 irrigation heads New Smart Technology Weather Stations Soil Moisture Systems 29
Ways to make your request: Call the Field Office directly at (941) 727-0899 Afterhours Answering Service through Town Hall (941) 907-0202 Stewardship District Questions & Issues (941) 373-6411 Fill out a Special Request form at Town Hall Email your request to staff All emails are available through the website at www.lakewoodranchgov.org 30
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What is an HOA? Homeowners Association A not-for-profit organization created by a real estate developer Developer transfers control of the association to the homeowners Membership in HOA is mandatory HOAs are incorporated and are subject to Florida Statute 720 Difference Between CDD and HOA Common Area (CDD) vs. Residential (HOA) 32
Board of Directors: Governing body of the Homeowners Association Five members serving two-year terms Exercise all powers specifically set forth in the Declaration, the Articles, By-Laws and applicable Statutes 33
HOA Volunteer Opportunities: Neighborhood Committees Voting Member/Alternate Standing Committee Assignments Special (Pool, Social, Communications) Standing Committees Budget/Finance Compliance/Violations Landscape & Maintenance Modifications Restrictions Revision Safety Association Board of Directors 34
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Directs the fiscal functions of the IDA, CDD s, and HOA s including: Accounting/Financial Reporting Annual Audits Budget Development Assessment Rolls/Certification Cash Management Accounts Payable Accounts Receivable/Collections Investments Debt Service Management Estoppels/Billings Payroll/HR Administration 36
CDD/IDA Fiscal Year (Oct 1 st through Sept 30 th ) Budget Process Cycle Public Workshops (March through May) Input from Residents through Budget Request Form Approval of Prelim Budgets: IDA (May); CDDs (June) Statutorily required to be approved before June 15 Cannot be increased after this point Mailing of TRIM Notice by County (late Aug) Final Adoption of Budget: IDA (July); CDDs (Aug) Statutorily Required to be approved before September 15 Tax Bills Mailed By Manatee County (Oct) HOA Calendar Year (Jan 1 st to Dec 31 st ) Workshops (June through Sept) Approval and Final Adoption of Budget (Oct 31) Assessments Mailed by BB&T Association Services (Dec) 37
Public CDD Assessments Maintenance & Operations (annual) Remains in perpetuity, may fluctuate from year to year depending upon the District s budgetary needs. Includes reserves for various asset replacement. Debt Service Property owner s proportionate share of the principal and interest on the bonds issued for the construction of the infrastructure for the affected area. Finite period; remains on tax bill until Bonds final maturity date. May be paid off prior to final maturity date. Included on the annual Manatee County Tax Bill and are due November 1 4% discount when paid by Dec 1; 3% discount when paid by Jan 1; 2% discount when paid by Feb 1; 1% discount when paid by Mar 1. = Maintenance & Operations = Debt Service Lakewood Ranch Stewardship District (407-382-3256) 38
Private HOA Fees (annual; statement) Due January 1 MFN Fees (quarterly; coupons) Due January 1, April 1, July 1, Oct 1 Includes maintenance and reserves, if applicable 39
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Lakewood Ranch Town Hall (941) 907-0202 Afterhours Answering Service Lakewood Ranch IDA Operations (941) 727-0899 Staff Presenters: Anne Ross, Executive Director Paul Chetlain, Director of Operations Gary Glass, Director of Community Assn. Services Steve Zielinski, Chief Financial Officer 41
CDD Community Development District HOA Homeowners Association IDA Inter-District Authority EDU Equivalent Dwelling Unit MFN Maintenance-Free Neighborhood FY Fiscal Year (October 1 September 30) CY Calendar Year (January 1 December 31) 42
O & M Operations and Maintenance SRVA Summerfield / Riverwalk Village Association CEVA Country Club / Edgwater Village Association GBVA Greenbrook Village Association CCWA Country Club West Association CAC Community Activities Corporation 43