Saddle Creek Preserve of Polk County Community Development District
Meeting Agenda January 24, 2023

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 17, 2023

Board of Supervisors
Saddle Creek Preserve of Polk County Community Development District

Dear Board Members:

The next meeting of the Board of Supervisors of the Saddle Creek Preserve of Polk County Community Development District will be held Tuesday, January 24, 2023 at 1:00 PM at The Hampton Inn--Lakeland, 4420 North Socrum Loop Road, Lakeland, FL 33809.

Zoom Link: https://us06web.zoom.us/j/83332540400
Call-In Information: 1-646-876-9923
Meeting ID: 833 3254 0400

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 jburns@gmscfl.com)
Organizational Matters
Administration of Oaths of Office to Newly Elected Board Members Appointed at November 1, 2022 Landowners’ Meeting (Kelly Evans, Lori Campagna, and Benjamin Pridgeon)
Consideration of Resolution 2023-02 Canvassing and Certifying the Results of the Landowners’ Election
Election of Officers
Consideration of Resolution 2023-03 Electing Officers
Approval of Minutes of the October 25, 2022 Board of Supervisors Meeting and November 1, 2022 Landowners’ Meeting
Public Hearing
Public Hearing on the Adoption of Amenity Policies and Rates for the District
Consideration of Resolution 2023-04 Adopting Amenity Policies and Rates for the District

1 Comments will be limited to three (3) minutes

Consideration of Contract Agreement with Polk County Property Appraiser
Consideration of 2023 Data Sharing & Usage Agreement with Polk County Property Appraiser
Staff Reports
Attorney
Engineer
Field Manager’s Report
District Manager’s Report
Approval of Check Register
Balance Sheet & Income Statement
Other Business
Supervisors Requests and Audience Comments
Adjournment

Section III

Section B

RESOLUTION 2023-02
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT CANVASSING AND CERTIFYING THE RESULTS OF THE LANDOWNER’S ELECTION OF SUPERVISORS HELD PURSUANT TO SECTION 190.006(2), FLORIDA STATUTES, AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the Saddle Creek Preserve of Polk County Community Development District (“District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Polk County, Florida; and

WHEREAS, pursuant to Section 190.006(2), Florida Statutes, a landowners meeting is required to be held within 90 days of the District’s creation and every two years following the creation of the District for the purpose of electing supervisors of the District; and

WHEREAS, such landowners meeting, the Minutes of which are attached hereto as Exhibit A, was held on November 1, 2022, immediately prior to the meeting of the District’s Board of Supervisors, and at which the below recited persons were duly elected by virtue of the votes cast in his/her favor; and

WHEREAS, the Board of Supervisors of the District, by means of this Resolution, desires to canvas the votes and declare and certify the results of said election.

NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1.  The following persons are found, certified, and declared to have been duly elected as Supervisors of and for the District, having been elected by the votes cast in their favor as shown:

Kelly Evans	Seat 3	Votes	224	
Lori Campagna	Seat 4	Votes	224	
Benjamin Pridgeon	Seat 5	Votes	223	
SECTION 2.  In accordance with Section 190.006(2), Florida Statutes, and by virtue of the number of votes cast for the Supervisor, the above-named persons are declared to have been elected for the following terms of office:

Kelly Evans	4 Year Term
Lori Campagna	4 Year Term
Benjamin Pridgeon	2 Year Term

SECTION 3.   This resolution shall become effective immediately upon its adoption.

[Signature page for Resolution 2023- 02]

PASSED AND ADOPTED this 24th day of January 2023.

ATTEST:

SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary		
Chairperson, Board of Supervisors Exhibit A: Minutes of Landowner Meeting and Election

Section D

RESOLUTION 2023-03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT ELECTING THE OFFICERS OF THE DISTRICT AND PROVIDING FOR AN EFFECTIVE DATE.

Whereas, the Saddle Creek Preserve of Polk County Community Development District (hereinafter the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated within Polk County, Florida; and

Whereas, the Board of Supervisors of the District (“Board”) desires to elect the Officers of the
District.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT:
Section 1. The following persons are elected to the offices shown: Chairperson		
Vice Chairperson		
Secretary	Jill Burns
Assistant Secretary 		 Assistant Secretary 		 Assistant Secretary 		 Assistant Secretary 		 Assistant Secretary	George Flint
Treasurer	George Flint
Assistant Treasurer	Katie Costa

Section 2. This Resolution shall become effective immediately upon its adoption.

Passed and adopted this 24th day of January 2023.

ATTEST:	SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chairperson, Board of Supervisors

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, October 25, 2022 at 1:00 p.m. via Zoom.

Present and constituting a quorum:
Scott Shapiro via Zoom	Chairman
Mike Seney via Zoom	Vice Chairman
Lori Campagna via Zoom	Assistant Secretary
Kelly Evans via Zoom	Assistant Secretary
Ben Pridgeon via Zoom	Assistant Secretary Also present were:
Jill Burns via Zoom	District Manager, GMS
Grace Kobitter via Zoom	District Counsel, KE Law
Clayton Smith via Zoom	Field Manager, GMS
Todd Amaden via Zoom	District Engineer, Landmark Engineering

The following is a summary of the discussions and actions taken at the October 25, 2022 Saddle Creek Preserve of Polk County Community Development District’s Board of Supervisors Meeting.

FIRST ORDER OF BUSINESS	Roll Call
Ms. Burns called the meeting to order and called the roll. There were five members present via Zoom constituting a quorum. There is an existing order in place that waves the requirement of an in-person quorum due to the Hurricane and this meeting was held remotely.

SECOND ORDER OF BUSNESS	Public Comment Period
There were no members of the public present via Zoom, the next item followed.
THIRD ORDER OF BUSINESS	Approval of Minutes of the August 23,
2022 Board of Supervisors Meeting

October 25, 2022	Saddle Creek Preserve of Polk County CDD

Ms. Burns asked for any questions, comments, or corrections to the August 23, 2022 Board of Supervisors meeting. The Board had no changes to the minutes.

On MOTION by Ms. Evans, seconded by Ms. Campagna, with all in favor, the Minutes of the August 23, 2022 Board of Supervisor’s Meeting, were approved.

FOURTH ORDER OF BUSINESS	Consideration  of  Phase  1  Conveyance
Documents
Ms. Burns noted that the Phase 1 Conveyance documents could be found in the agenda package. Mr. Smith provided a punch list line-item document at the last meeting, and they are still getting that taken care of. If there are still any pending items that need to be taken care of, they can always approve those documents pending the completion of the punch list.
Ms. Evans confirmed with Mr. Pridgeon that he was still working on the list, and he confirmed that everything should be complete soon. Ms. Evans made a motion to approve pending the completion of the punch list items. Ms. Burns stated that they will confirm the completion of the items and get the documents executed and recorded.

On MOTION by Ms. Evans, seconded by Mr. Pridgeon, with all in favor, the Phase 1 Conveyance Documents, were approved pending the completion of the punch list items.

FIFTH ORDER OF BUSINESS	Consideration	of	Resolution	2023-01
Setting a Public Hearing on the Adoption of Amenity Rules and Rates
Ms. Burns stated that the rules and rates were included in the agenda package for review. They do not have enough time to advertise for the regularly schedule November meeting and the December meeting will more than likely be canceled due to the holiday, but Ms. Burns did suggest the public hearing be set for the January 24, 2023 meeting. The anticipated completion date is set for April, giving the Board plenty of time to adopt the rules and rates before the opening of the amenity center. The Board agreed to hold the public hearing during the regularly scheduled January meeting at 1:00 p.m. at the regular meeting location.

On MOTION by Ms. Evans, seconded by Ms. Campagna, with all in favor, Resolution 2023-01 Setting a Public Hearing on the Adoption

October 25, 2022	Saddle Creek Preserve of Polk County CDD

of Amenity Rules and Rates for January 24, 2023 at 1:00 p.m., was approved.

SIXTH ORDER OF BUSINESS	Consideration of Engagement Letter for
Fiscal Year 2022 Audit Services from Grau & Associates
Ms. Burns noted that the Board previously awarded the contract of audit services to Grau & Associates, and this is a renewal. The price listed for Fiscal Year 2022 is not to exceed $7,000 and did increase based on the fact that there was a second series of bonds issued. This is in line with other Districts that also have two series of bonds.

On MOTION by Mr. Shapiro, seconded by Ms. Evans, with all in favor, the Engagement Letter for Fiscal Year 2022 Audit Services from Grau & Associates, was approved.

SEVENTH ORDER OF BUSINESS	Staff Reports
Attorney
Ms. Kobitter had nothing to report at this time.

Engineer
Mr. Amaden had nothing further for the Board.

Field Manager’s Report
Update Regarding Hurricane Damage and Clean-Up
Mr. Smith reviewed the field manager’s report for the Board which could be found in the agenda package. Completed items include;
Storm cleanup and damage repairs.
There were some trees down in the conservation areas that will be cleaned up by the vendor.
Some oaks near the entrance that are being straightened and monitored to see if they will recover.
Pond levels were high after the storm but no flooding issues.
There are a view leaning street signs that will need to be straightened.
Amenity is still in progress and the construction will be closely monitored.

October 25, 2022	Saddle Creek Preserve of Polk County CDD

Aquatic maintenance looks good, and the vendor is treating cattails and edge grasses. There being no questions from the Board, the next item followed.

District Manager’s Report
Approval of Check Register
Ms. Burns presented the check register through October 18th totaling $36,241.81. The Board had no questions for Ms. Burns, so she asked for a motion of approval.

On MOTION by Ms. Campagna, seconded by Ms. Evans, with all in favor, the Check Register totaling $36,241.81, was approved.

Balance Sheet and Income Statement
Ms. Burns stated the financials were in the package for review and questions. There was no action needed and these were through September 30th and the year-end financials.

EIGHTH ORDER OF BUSINESS	Other Business
There being none, the next item followed.

NINTH ORDER OF BUSINESS	Supervisors	Requests	and	Audience
Comments
There being none, the next item followed.

TENTH ORDER OF BUSINESS	Adjournment

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

Secretary/Assistant Secretary	Chairman/Vice Chairman

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

The Landowners’ meeting and election of the Board of Supervisors of the Saddle Creek Preserve of Polk County Community Development District was held Tuesday, November 1, 2022 at 11:40 a.m. at the Lake Alfred Public Library, 245 N. Seminole Ave., Lake Alfred, Florida.

Present were:
Ben Pridgeon	Lennar Proxy Holder
Tricia Adams	District Manager, GMS
Grace Kobitter	District Counsel. KE Law

FIRST ORDER OF BUSINESS	Determination of Number of Voting Units
Represented
Ms. Adams noted that they had determined the number of voting units represented.

SECOND ORDER OF BUSINESS	Call to Order
Ms. Adams called the meeting to order.

THIRD ORDER OF BUSINESS	Election of Chairman for the Purpose of
Conducting the Landowners’ Meeting
Ms. Adams was elected as Chairperson to conduct the Landowners’ meeting.

FOURTH ORDER OF BUSINESS	Nominations for the Position of Supervisor
Ms. Adams asked for any nominations for the position of Supervisor. The nominations were Kelly Evans, Lori Campagna, and Ben Pridgeon.

FIFTH ORDER OF BUSINESS	Casting of Ballots
The ballot was filled out as follows: Lori Campagna in seat #3 with 224 votes, Kelly Evans in seat #4 with 224 votes, and Ben Pridgeon in seat #5 with 223 votes.

SIXTH ORDER OF BUSINESS	Ballot Tabulation

November 1, 2022	Saddle Creek Preserve of Polk County CDD

Ms. Adams noted that Lori Campagna and Kelly Evans will serve four-year terms, and Ben Pridgeon will serve two-year terms.

SEVENTH ORDER OF BUSINESS	Landowner’s Questions and Comments
There being none, the next item followed.

EIGHTH ORDER OF BUSINESS	Adjournment
Ms. Adams adjourned the meeting.

Secretary/Assistant Secretary	Chairman/Vice Chairman

2

Section V

Section A

Section 1

RESOLUTION 2023-04
A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT ADOPTING AMENITY POLICIES AND RATES INCLUDING SUSPENSION AND TERMINATION POLICIES; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Saddle Creek Preserve of Polk County Community Development District (“District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes, being situated entirely within Polk County, Florida; and

WHEREAS, Chapters 120 and 190, Florida Statutes, authorize the District to adopt rules, rates, charges and fees to govern the administration of the District and defray costs of operation and to adopt resolutions as may be necessary for the conduct of District business; and
WHEREAS, the Board of Supervisors (“Board”) finds that it is in the best interests of the District to adopt by resolution the Amenity Policies and Rates (together, “Amenity Rules”), attached hereto as Exhibit A for immediate use and application; and

WHEREAS, the Board further finds that the imposition of fees for utilization of the recreation facilities and related services is necessary in order to provide for the expenses associated with the operation and maintenance of the recreation facilities and is in the best interests of the District; and

WHEREAS, the Board finds that the fee structure outlined in Exhibit A is just and equitable having been based upon (i) the amount of service furnished; and (ii) other factors affecting the use of the facilities furnished; and

WHEREAS, the Board has complied with applicable Florida law concerning rule development and adoption, including holding the requisite public hearing.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1. The attached Amenity Rules are hereby adopted pursuant to this resolution as necessary for the conduct of District business. These Amenity Rules shall stay in full force and effect until such time as they are otherwise amended by the Board.

SECTION 2. The fees in Exhibit A are just and equitable and have been based upon (i) the amount of service furnished; and (ii) other factors affecting the use of the facilities furnished.

SECTION 3. Fees for use of the District’s recreation facilities and services are adopted in accordance with Exhibit A for the purpose of providing revenues to maintain the operation and maintenance of the facilities, and are hereby ratified, approved and confirmed.
SECTION 4. If any provision of this resolution is held to be illegal or invalid, the other provisions shall remain in full force and effect.

SECTION 5.	This resolution shall become effective upon its passage and shall remain in effect unless rescinded or repealed.

PASSED AND ADOPTED this 24th day of January 2023.

ATTEST:	SADDLE CREEK PRESERVE OF POLK COUNTY COMMUNITY
DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairperson, Board of Supervisors

Exhibit A:	Amenity Policies and Rates

EXHIBIT A

SADDLE CREEK PRESERVE OF POLK COUNTY
COMMUNITY DEVELOPMENT DISTRICT

Amenity Policies and Rates

ADOPTED – JANUARY 24, 2023 1

1 LAW IMPLEMENTED: SS. 190.011, 190.035, FLA. STAT. (2021); In accordance with Chapter 190 of the Florida Statutes, and on January 24, 2023 at a duly noticed public meeting and after a duly noticed public hearing, the Board of Supervisors of the Saddle Creek Preserve of Polk County Community Development District adopted the following rules, policies and rates governing the operation of the District’s facilities and services.

Table of Contents
DEFINITIONS	1
AMENITIES ACCESS AND USAGE	3
GENERAL AMENITY POLICIES	5
SMOKING, DRUGS AND ALCOHOL	7
SERVICE ANIMAL POLICY	7
SWIMMING POOL POLICIES	8
DOG PARK POLICIES	10
PLAYGROUND POLICIES	11
LAKES AND PONDS POLICIES	12
SUSPENSION AND TERMINATION OF PRIVILEGES	13
USE AT OWN RISK; INDEMNIFICATION	15
SOVEREIGN IMMUNITY	15
SEVERABILITY	15
AMENDMENTS AND WAIVERS	16

Amenity Policies and Rates – Table of Contents

DEFINITIONS
“Amenities” or “Amenity Facilities”– shall mean the properties and areas owned by the District and intended for recreational use and shall include, but not specifically be limited to swimming pool, pool deck, tot lot, and playground, together with their appurtenant facilities and areas.

“Amenity Policies” or “Policies” and “Amenity Rates” – shall mean these Amenity Policies and Rates of the Saddle Creek Preserve of Polk County Community Development District, as amended from time to time. The Board of Supervisors reserves the right to amend or modify these Policies, as necessary and convenient, in their sole and absolute discretion, and will notify Patrons of any changes. Patrons may obtain the currently effective Policies from the District Manager’s Office. The Board of Supervisors and District Staff shall have full authority to enforce the Amenity Policies.

“Amenity Manager” – shall mean the District Manager or that person or firm so designated by the District’s Board of Supervisors, including their employees.
“Amenity Rates” – shall mean those rates and fees established by the Board of Supervisors of the Saddle Creek Preserve of Polk County Community Development District as provided in Exhibit A attached hereto.
“Access Card” – shall mean an electronic Access Card issued by the District Manager to each Patron (as defined herein) to access the Amenity Facilities.
“Board of Supervisors” or “Board” – shall mean the Board of Supervisors of the Saddle Creek Preserve of Polk County Community Development District.
“District” – shall mean the Saddle Creek Preserve of Polk County Community Development District.

“District Staff” – shall mean the professional management company with which the District has contracted to provide management services to the District, the Amenity Manager, and District Counsel.

“Guest” – shall mean any person or persons, other than a Resident or Non-Resident Patron, who are expressly authorized by the District to use the Amenities, or invited for a specific visit by a Patron to use the Amenities.

“Homeowners Association” or “HOA” or “POA” – shall mean an entity or entities, including its/their employees and agents, which may have jurisdiction over lands located within the District, either now or in the future, which may exist to aid in the enforcement of deed restrictions and covenants applicable to lands within the District.

“Household” – shall mean a residential unit or a group of individuals residing within a Resident’s home. This does not include visiting friends, guests, relatives or extended family not permanently residing in the home. Upon District’s request, proof of residency for individuals over the age of eighteen (18) years may be required by driver’s license or state or federal issued form of identification, including a signed affidavit of residency.
“Non-Resident” – shall mean any person who does not own property within the District.

“Non-Resident Patron” – shall mean any person or Household not owning property in the District who is paying the Annual User Fee to the District for use of all Amenity Facilities.

“Non-Resident User Fee” or “Annual User Fee” – shall mean the fee established by the District for any person that is not a Resident and wishes to become a Non-Resident Patron. The amount of the Annual User Fee is set forth herein, and that amount is subject to change based on Board action.

“Patron” – shall mean Residents, Guests, Non-Resident Patrons and Renters.

“Renter” – shall mean a tenant, occupant or an individual maintaining his or her residence in a home located within the District pursuant to a valid rental or lease agreement. Proof of valid rental or lease agreement shall be required.

“Resident” – shall mean any person or Household owning property within the District, or any Renter who has been approved for issuance of an Access Card.

The words "hereof," "herein," "hereto," "hereby," “hereinafter” and "hereunder" and variations thereof refer to the entire Amenity Policies and Rates.

All words, terms and defined terms herein importing the singular number shall, where the context requires, import the plural number and vice versa.

AMENITIES ACCESS AND USAGE
General. Only Patrons have the right to use the Amenities; provided, however, that certain community programming events may be available to the general public where permitted by the District, and subject to payment of any applicable fees and satisfaction of any other applicable requirements, including adherence to these Amenity Policies and execution of waivers and hold harmless agreements, if any.
Use at your Own Risk. All persons using the Amenities do so at their own risk and agree to abide by the Amenity Policies. The District shall assume no responsibility and shall not be liable in any incidents, accidents, personal injury or death, or damage to or loss of property arising from the use of the Amenities or from the acts, omissions or negligence of other persons using the Amenities.
Resident Access and Usage. Residents are permitted to access and use the Amenities in accordance with the policies and rules set forth herein, and are not responsible for paying the Annual Non-Resident User Fee set forth herein. In order to fund the operation, maintenance and preservation of the facilities, projects and services of the District, the District levies maintenance special assessments payable by property owners within the District, in accordance with the District’s annual budget and assessment resolutions adopted each fiscal year, and may additionally levy debt service assessments payable by property owners to repay debt used to finance public improvements. Residents shall not be entitled to a refund of any maintenance special assessments or debt service special assessments due to closure of the Amenities or suspension of that Resident’s access privileges. Residents must complete the “Amenity Access Registration Form” prior to access or use of the Amenities, attached hereto as Exhibit B, and receive an Access Card.
Non-Resident Patron Access and Usage. A Non-Resident Patron must pay the Annual Non-Resident User Fee to have the right to use the Amenities for one full year, which year begins from the date of receipt of payment by the District. This fee must be paid in full before the Non-Resident may use the Amenities. Each subsequent Annual Non-Resident User Fee shall be paid in full on the anniversary date of application. Annual Non-Resident User Fees may be renewed no more than thirty (30) days in advance of the date of expiration and for no more than one calendar year. Multi-year memberships are not available. The Annual Non-Resident User Fee is nonrefundable and nontransferable. Non-Resident Patrons must complete the Amenity Facilities Access Registration Form prior to access or use of the Amenities.
Guest Access and Usage. Each Patron Household is entitled to bring four (4) persons as Guests to the Amenities at one time. District Staff shall be authorized to verify and enforce the authorized number of Guests. A Patron must always accompany its Guests during its Guests’ use of the Amenities and are responsible for all actions, omissions and negligence of such Guests, including Guests’ adherence to the Amenity Policies. Violation of these Amenity Policies by a Guest may result in suspension or termination of the Patron’s access and usage privileges. Exceeding the authorized number of Guests specified above shall be grounds for suspension or termination of a Patron Household’s access and usage privileges.
Renter’s Privileges. Residents who rent or lease residential units in the District shall have the right to designate the Renter of a residential unit as the beneficial users of the Resident’s privileges to use the Amenities, subject to requirements stated herein.
Resident shall provide a written notice to the District Manager designating and identifying the Renter who shall hold the beneficial usage rights, submitting with such notice the Renter’s proof of residency (i.e., a copy of the lease agreement). Upon notice, Resident shall be required to pay any applicable fee before his or her Renter receives an Access Card. Renter’s Access Card shall expire at the end of the lease term and may be reactivated upon provision of proof of residency.
Renter who is designated by a Resident as the beneficial user of the Resident’s rights to use the Amenities shall be entitled to the same rights and privileges to use the Amenities as the Resident, subject to all

Amenity Policies. During the period when a Renter is designated as the beneficial user, the Resident shall not be entitled to use the Amenities. In other words, Renter’s and Resident’s cannot simultaneously hold Amenity privileges associated with that residential unit. Residents may retain their Amenities rights in lieu of granting them to their Renters.
Residents shall be responsible for all charges incurred by their Renters which remain unpaid after the customary billing and collection procedures established by the District. Residents are responsible for the deportment of their respective Renter, including the Renter’s adherence to the Amenity Policies.
Access Cards. Access Cards will be issued to each Household at the time they are closing upon property within the District, or upon approval of Non-Resident Patron application and payment of applicable Annual User Fee, or upon verification and approval of Renter designation. Proof of property ownership may be required annually. All Patrons must use their Access Card for entrance to the Amenities. A maximum of two (2) Access Cards will be issued per Household.
All Patrons must use their Access Cards for entrance to the Amenity Facilities. Each Household will be authorized two (2) initial Access Cards free of charge after which a fee shall be charged for each additional Access Card in accordance with the Amenity Rates then in effect.
Patrons must scan their Access Cards in the card reader to gain access to the Amenities. This Access Card system provides a security and safety measure for Patrons and protects the Amenities from non-Patron entry. Under no circumstances shall a Patron provide their Access Card to another person, whether Patron or non-Patron, to allow access to the Amenities, and under no circumstances shall a Patron intentionally leave doors, gates, or other entrance barriers open to allow entry by non-Patrons
Access Cards are the property of the District and are non-transferable except in accordance with the District’s Amenity Policies. All lost or stolen cards must be reported immediately to District Staff. Fees shall apply to replace any lost or stolen cards.

GENERAL AMENITY POLICIES
Hours of Operation. All hours of operation of the Amenities will be established and published by the District on its website and/or posted at the applicable Amenity facility. The District may restrict access or close some or all of the Amenities due to inclement weather, for purposes of providing a community activity, for making improvements, for conducting maintenance, or for other purposes as circumstances may arise. Any programs or activities of the District may have priority over other users of the Amenities. Unless otherwise posted on the website or at the applicable Amenity facility, all outdoor Amenities are open only from dawn until dusk. The specific, current hours of operation for several of the Amenities, which may be amended from time to time and which may be subject to closure for holidays and other special circumstances, are as published on the District’s website and/or as posted at the applicable Amenity facility. No Patron is allowed in the service areas of the Amenities.
General Usage Guidelines. The following guidelines supplement specific provisions of the Amenity Policies and are generally applicable and shall govern the access and use of the Amenities:
Registration and Access Cards. Each Patron must scan in an Access Card in order to access the Amenities and must have his or her assigned Access Card in their possession and available for inspection upon District Staff’s request. Access Cards are only to be used by the Patron to whom they are issued. In the case of Guests, Guests must be accompanied by a Patron possessing a valid Access Card at all times.
Attire. With the exception of the pool and wet areas where bathing suits are permitted, Patrons must be properly attired with shirts and shoes to use the Amenities for each facility’s intended use. Bathing suits and wet feet are not allowed indoors with the exception of the bathrooms appurtenant to the pool area.
Food and Drink. Food and drink will be limited to designated areas only. No glass containers of any type are permitted at any of the Amenities. All persons using any of the Amenities must keep the area clean by properly disposing of trash or debris.
Parking and Vehicles. Vehicles must be parked in designated areas. Vehicles should not be parked on grass lawns, pond banks, roadsides, or in any way which blocks the normal flow of traffic. During special events, alternative parking arrangements may be authorized but only as directed by District Staff. Off-road bikes/vehicles (including ATVs) and motorized scooters are prohibited on all property owned, maintained and operated by the District or at any of the Amenities within District unless they are owned by the District.
Fireworks/Flames. Fireworks and open flames of any kind are not permitted anywhere on District-owned property or adjacent areas.
Skateboards, Etc. Bicycles, skateboards or rollerblades are not permitted on Amenity property which includes, but is not limited to, the amenity parking lot, pool area, open fields, playground area and sidewalks surrounding these areas.
Grills. Personal barbeque grills are not permitted at the Amenities or on any other District-owned property.
Firearms. Firearms are not permitted in any of the Amenities or on any District property in each case to the extent such prohibitions are permitted under Florida law. Among other prohibitions, no firearms may be carried to any meeting of the District’s Board of Supervisors.
Equipment. All District equipment, furniture and other tangible property must be returned in good condition after use. Patrons are encouraged to notify District Staff if such items need repair, maintenance or cleaning.
Littering. Patrons are responsible for cleaning up after themselves and helping to keep the Amenities clean at all times.

Bounce Houses and Other Structures. The installation and use of bounce houses and similar apparatus is prohibited on District property. No exceptions will be made.
Excessive Noise. Excessive noise that will disturb other Patrons is not permitted, including but not limited to use of cellular phones and speakers of any kind that amplify sound.
Lost or Stolen Property. The District is not responsible for lost or stolen items. The Amenity Manager is not permitted to hold valuables or bags for Patrons. All found items should be turned in to the Amenity Manager for storage in the lost and found. Items will be stored in the lost and found for two weeks after which District Staff shall dispose of such items in such manner as determined in its sole discretion; provided, however, that District Staff shall not be permitted to keep such items personally or to give such items to a Patron not otherwise claiming ownership.
Trespassing / Loitering. There is no trespassing or loitering allowed at the Amenities. Any individual violating this policy may be reported to the local authorities.
Compliance with Laws and District Rules and Policies. All Patrons shall abide by and comply with all applicable federal, state and local laws, rules, regulations, ordinances and policies, as well as all District rules and policies, while present at or utilizing the Amenities, and shall ensure that any minor for whom they are responsible also complies with the same. Failure to abide by any of the foregoing may be a basis for suspension or termination of the Patron’s privileges to use or access the Amenities.
Courtesy. Patrons and all users shall treat all staff members and other Patrons and Guests with courtesy and respect. Disrespectful or abusive treatment of District Staff or District contractors may result in suspension or termination of Amenity access and usage privileges. If District Staff requests that a Patron leave the Amenity Facilities due to failure to comply with these rules and policies, or due to a threat to the health, safety, or welfare, failure to comply may result in immediate suspension or termination of Amenity access and usage privileges.
Profanity/Obscenity. Loud, profane, abusive, or obscene language or behavior is prohibited.
Emergencies. In the event of an injury or other emergency, please contact 911 and alert District Staff immediately.
False Alarms. Any Patron improperly attempting to enter the Amenity Facilities outside of regular operating hours or without the use of a valid Access Card and who thereby causes a security alert will be responsible for the full amount of any fee charged to the District in connection with such security alert and related response efforts.
Outside Vendors/Commercial Activity. Outside vendors and commercial activity are prohibited on District property unless they are invited by the District as part of a District event or program or as authorized by the District in connection with a rental of the Amenity Facilities.

SMOKING, DRUGS AND ALCOHOL
Smoking, including using any paraphernalia designed to consume tobacco or other substances such as vaping and electric and non-electronic devices, is prohibited anywhere inside the Amenity Facilities, including any building, or enclosed or fenced area to the maximum extent of the prohibitions set forth in the Florida Clean Indoor Air Act or other subsequent legislation. Additionally, to the extent not prohibited by law, smoking is discouraged in all other areas of the Amenities and on District owned property. All waste must be disposed of in the appropriate receptacles. Any violation of this policy shall be reported to District Staff.

Possession, use and/or consumption of illegal drugs or alcoholic beverages is prohibited at the Amenities and on all other District owned property. Any person that appears to be under the influence of drugs or alcohol will be asked to leave the Amenities. Violation of this policy may result in suspension or termination of Amenity access and usage privileges and illegal drug use may be punished to the maximum extent allowed by law.

SERVICE ANIMAL POLICY
Dogs or other pets (with the exception of “Service Animals” as defined by Florida law, trained to do work or perform tasks for an individual with a disability, including a physical, sensory, psychiatric, intellectual or other mental disability) are not permitted within any District-owned public accommodations including, but not limited to, Amenity buildings (offices, social halls and fitness center), pools, various sport courts and other appurtenances or related improvements. A Service Animal must be kept under the control of its handler by leash or harness, unless doing so interferes with the Service Animal’s work or tasks or the individual’s disability prevents doing so. The District may remove the Service Animal only under the following conditions:
If the Service Animal is out of control and the handler does not take effective measures to control it;
If the Service Animal is not housebroken; or,
If the Service Animal’s behavior poses a direct threat to the health and safety of others.

The District is prohibited from asking about the nature or extent of an individual’s disability to determine whether an animal is a Service Animal or pet. However, the District may ask whether an animal is a Service Animal required because of a disability and what work or tasks the animal has been trained to perform.

SWIMMING POOL POLICIES

Operating Hours. Swimming is permitted only during designated hours, as posted at the pool. Swimming after dusk is prohibited by the Florida Department of Health.
Swim at Your Own Risk. No Lifeguards will be on duty. All persons using the pool do so at their own risk and must abide by all swimming pool rules and policies.
Supervision of Minors. Minors fourteen (14) years of age or under must be accompanied by, and supervised by, an adult at least eighteen (18) years of age at all times for usage of the pool. All children five (5) years of age or younger, as well as all children who are unable to swim by themselves, must be supervised by a responsible individual eighteen (18) years of age or older, always within arm’s length when on the pool deck or in the pool. All children, regardless of age, using inflatable armbands (i.e., water wings) or any approved Coast Guard flotation device MUST be supervised one‐on‐one by an adult who is in the water and within arm’s length of the child.
Aquatic Toys and Recreational Equipment. No flotation devices are allowed in the pool except for water wings and swim rings used by small children, under the direct supervision of an adult as specified in Section
immediately above. Inflatable rafts, balls, pool floats and other toys and equipment are prohibited.
Prevention of Disease. All swimmers must shower before initially entering the pool. Persons with open cuts, wounds, sores or blisters, nasal or ear discharge may not use the pool. No person should use the pool with or suspected of having a communicable disease which could be transmitted through the use of the pool.
Attire. Appropriate swimming attire (swimsuits) must be worn at all times. No thongs or Brazilian bikinis are allowed. Wearing prohibited attire will result in immediate expulsion from the pool area.
Horseplay. No jumping, pushing, running, wrestling, excessive splashing, sitting or standing on shoulders, spitting water, or other horseplay is allowed in the pool or on the pool deck area.
Diving. Diving is strictly prohibited at the pool. Back dives, back flips, back jumps, cannonball splashing or other dangerous actions are prohibited.
Weather. The pool and pool area will be closed during electrical storms or when rain makes it difficult to see any part of the pool or pool bottom clearly. The pool will be closed at the first sound of thunder or sighting of lightning and will remain closed for thirty (30) minutes after the last sighting. Everyone must leave the pool deck immediately upon hearing thunder or sighting lightning.
Pool Furniture; Reservation of Tables or Chairs. Tables and chairs may not be removed from the pool deck. Tables or chairs on the deck area may not be reserved by placing towels or personal belongings on them except temporarily to allow the the Patron using them to enter the pool or use the restroom facilities.
Entrances. Pool entrances must be kept clear at all times.
Pollution. No one shall pollute the pool. Anyone who does pollute the pool is liable for any costs incurred in treating and reopening the pool.
Swim Diapers. Children under the age of three (3) years, and anyone who is not reliably toilet trained, must wear rubber lined swim diapers, as well as a swimsuit over the swim diaper, to reduce the health risks associated with human waste contaminating the swimming pool and deck area. If contamination occurs, the pool will be shocked and closed for a period of at least twelve (12) hours. Persons not abiding by this policy shall be responsible for any costs incurred in treating and reopening the pool.
Staff Only. Only authorized staff members and contractors are allowed in the service and chemical storage areas. Only authorized staff members and contractors may operate pool equipment or use pool chemicals.
Pool Closure. In addition to Polk County and the State of Florida health code standards for pools and pool facilities, and as noted above, the pool may be closed for the following reasons:

During severe weather conditions (heavy rain, lightning and thunder) and warnings, especially when visibility to the pool bottom is compromised (deck also closed).
For thirty (30) minutes following the last occurrence of thunder or lightning (deck also closed).
Operational and mechanical treatments or difficulties affecting pool water quality.
For a reasonable period following any mishap that resulted in contamination of pool water.
Any other reason deemed to be in the best interests of the District as determined by District staff.
Containers. No glass, breakable items, or alcoholic beverages are permitted in the pool area. No food or chewing gum is allowed in the pool.
No Private Rentals. The pool area is not available for rental for private events. All pool rules and limitations on authorized numbers of Guests remain in full affect at all times.
Programming. District Staff reserves the right to authorize all programs and activities, including with regard to the number of guest participants, equipment, supplies, usage, etc., conducted at the pool, including swim lessons, aquatic/recreational programs and pool parties. Any organized activities taking place at the Amenity Center must first be approved by the District.

DOG PARK POLICIES
The Dog Park is restricted to use only by Patrons of the District and their guests. ALL OTHER PERSONS ARE CONSIDERED TRESPASSERS AND MAY BE PROSECUTED AS SUCH UNDER FLORIDA LAW.
Dogs must be on leashes at all times, except within the Dog Park area.
Dogs inside the Dog park must be under voice control by their handler at all times. If voice control is not possible, do not enter the Dog Park.
Dog handler must have the leash with them at all times.
Dogs may not be left unattended and must be within unobstructed sight of the dog handler.
Dogs must be vaccinated and wear a visible rabies and license tag at all times.
Limit of 3 dogs per ADULT dog handler.
Puppies under four months of age should not enter the Dog Park.
Children under the age of twelve (12) are not permitted within the Dog Park area.
Dog handlers are responsible for the behavior of their animals.
Aggressive dogs are not allowed in the Dog Park. Any dogs showing signs of aggression should be removed from the Dog Park immediately.
Female dogs in heat are not permitted in the Dog Park.
Human or dog food inside the Dog Park is prohibited.
Dog handlers must clean up any dog droppings made by their pets.
Dog handlers must fill in any holes made by their pets.
Please do not brush or groom pets inside the Dog Park. The Dog Park is for play time.
Only licensed and insured dog trainers will be permitted to do training at the Dog Park. Owner must register trainer with the District prior to working with the dog.
The Dog Park is a designated “No Smoking” area.

USE OF THE DOG PARK IS AT PATRON’S OWN RISK
Use of the Dog Park is voluntary and evidences your waiver of any claims against the District resulting from activities occurring at the Dog Park. The District is not responsible for any injury or harm caused by use of the Dog Park.

PLAYGROUND POLICIES

Use at Own Risk. Patrons may use the playgrounds and parks at their own risk and must comply with all posted signage.
Hours of Operation. Unless otherwise posted, all playground and park hours are from dawn to dusk.
Supervision of Children. Supervision by an adult eighteen (18) years and older is required for children fourteen (14) years of age or under. Children must always remain within the line of sight of the supervising adult. All children are expected to play cooperatively with other children.
Shoes. Proper footwear is required and no loose clothing, especially with strings, should be worn.
Mulch. The mulch material is necessary for reducing fall impact and for good drainage. It is not to be picked up, thrown, or kicked for any reason.
Food & Drink. No food, drinks or gum are permitted on the playground, other than such water in non- breakable containers as may be necessary for reasonable hydration, but are permitted at the parks. Patrons and Guests are responsible for clean-up of any food or drinks brought by them to the parks.
Glass. No glass containers or objects are permitted. Patrons should notify District Staff if broken glass is observed at the playground or parks.

LAKES AND PONDS POLICIES
Lakes and Ponds (used interchangeably and reference to one shall implicate the other) within the District primarily function as retention ponds to facilitate the District’s system for treatment and attenuation of stormwater run-off and overflow. As a result, contaminants may be present in the water. These policies are intended to limit contact with such contaminants and ensure the continued operations of the Ponds while allowing limited recreational use of the same.
Users of District Lakes shall not engage in any conduct or omission that violates any ordinance, resolution, law, permit requirement or regulation of any governmental entity relating to the District Lakes.
Wading and swimming in District Lakes are prohibited.
Patrons may fish from District Lakes. However, the District has a “catch and release” policy for all fish caught in these waters.
Pets are not allowed in the District Lakes.
Owners of property lying contiguous to the District Lakes shall take such actions as may be necessary to remove underbrush, weeds or unsightly growth from the Owner’s property that detract from the overall beauty, setting and safety of the property.
No docks or other structures, whether permanent or temporary, shall be constructed and placed in or around the District Lakes or other District stormwater management facilities unless properly permitted and approved by the District and other applicable governmental agencies.
No pipes, pumps or other devices used for irrigation or the withdrawal of water shall be placed in or around the District Lakes, except by the District.
No foreign materials may be disposed of in the District Lakes, including, but not limited to: tree branches, paint, cement, oils, soap suds, building materials, chemicals, fertilizers, or any other material that is not naturally occurring or which may be detrimental to the Lake environment.
Easements through residential backyards along the community's stormwater management system are for maintenance purposes only and are not general grants for access for fishing or any other recreational purpose. Access to residents' backyards via these maintenance easements is prohibited. Unless individual property owners explicitly grant permission for others to access their backyards, entering their private property can be considered trespassing. Please be considerate of the privacy rights of other residents.
Beware of wildlife - water moccasins and other snakes, alligators, snapping turtles, birds and other wildlife which may pose a threat to your safety are commonly found in stormwater management facilities in Florida. Wildlife may neither be removed from nor released into the District Lakes; notwithstanding the foregoing, nuisance alligators posing a threat to the health, safety and welfare may be removed by a properly permitted and licensed nuisance alligator trapper, in accordance with all applicable state and local laws, rules, ordinances and policies including but not limited to rules promulgated by the Florida Fish and Wildlife Conservation Commission (“FWC”). Anyone concerned about an alligator is encouraged to call FWC’s toll-free Nuisance Alligator Hotline at 866-FWC-GATOR (866-392-4286).
Any hazardous condition concerning the District Lakes must immediately be reported to the District Manager and the proper authorities.

SUSPENSION AND TERMINATION OF PRIVILEGES
General Policy. All persons using the Amenities and entering District property shall comply with the Amenity Policies established for the safe operations and maintenance of the District’s Amenities. In order to protect the rights and privileges of rule-abiding Patrons, inappropriate behavior by Patrons will not be tolerated.
Suspension of Access and Use Privileges. The District, through its Board, District Manager, Amenity Manager and District Counsel shall have the right to restrict, suspend or terminate the Amenity privileges of any person to use the Amenities for any of the following behavior:
Submits false information on any application for use of the Amenities;
Permits the unauthorized use of an Access Card;
Exhibits unsatisfactory behavior, deportment or appearance;
Fails to pay amounts owed to the District in a proper and timely manner;
Fails to abide by any District rules or policies (e.g., Amenity Policies);
Treats the District’s supervisors, staff, general/amenity management, contractors or other representatives, or other Patrons, in an unreasonable or abusive manner;
Damages or destroys District property; or
Engages in conduct that is improper or likely to endanger the health, safety, or welfare of the District, or its supervisors, staff, amenities management, contractors or other representatives, or other residents or guests.
Authority of District Staff. District Staff or their designee , may immediately remove any person from one or all Amenities if any of the above-referenced behaviors are exhibited or actions committed or if in his/her reasonable discretion it is the District’s best interests to do so. District Staff may at any time restrict or suspend for cause or causes, including but not limited to those described above, any person’s privileges to use any or all of the Amenities until the next regularly scheduled meeting of the Board of Supervisors.
Process for Suspension or Termination of Access and Use Privileges. Subject to the rights of District Staff set forth in Paragraph (3) above, the following process shall govern suspension and termination of privileges:
Offenses:
First Offense: Verbal warning by District Staff and suspension from the Amenities for up to one (1) week from the commencement of the suspension. Violation is recorded by District Staff, signed by the individual offender(s), and held on file by the District.
Second Offense: Automatic suspension of all Amenity privileges for up to thirty (30) days from the commencement of the suspension, with the preparation by District Staff of a written report to be signed by the offender(s) and filed with the District.
Third Offense: Suspension of all Amenity privileges for up to one (1) year. Such suspension shall run to the next regular meeting of the Board of Supervisors. At said meeting, the record of all previous offenses will be presented to the Board for recommendation of termination of the offender(s) privileges for one (1) calendar year. The length of the suspension is in the discretion of the Board and may be for less than one (1) year.
Each offense shall expire one (1) year after such offense was committed, at which time the number of offenses on record for such offender(s) shall be reduced by one. For example, if a first offense is committed on February 1 and a second offense on August 1, there will be two offenses on record until February 1 of the following year, at which time the first offense will expire and the second

offense will thereafter be considered a first offense until it expires on the following August 1. The provisions of this Paragraph shall not at any time serve to reduce any suspensions or terminations, which may have been imposed prior to the expiration of any offenses
Notwithstanding the foregoing, any time a user of the Amenity is arrested for an act committed, or allegedly committed, while on the premises of the Amenity, or violates these Policies in a manner that, in the discretion of the District Staff upon consultation with one Board member, justifies suspension beyond the guidelines set forth above, such offender shall have all amenity privileges immediately suspended until the next Board of Supervisors meeting. At the Board meeting, the Board will be presented with the facts surrounding the arrest or violation and the Board may make a recommendation of suspension or termination of the offender’s privileges, which suspension or termination may include members of the offender’s Household and may, upon the first offense, equal or exceed one year. In situations that pose a long-term or continuing threat to the health, safety and welfare of the District and its residents and users, permanent termination of Amenity privileges may be warranted and considered.
Any suspension or termination of Amenity privileges may be appealed to the Board of Supervisors for reversal or reduction. The Board’s decision on appeal shall be final and binding.

Legal Action; Criminal Prosecution. If any person is found to have committed any of the infractions noted in Paragraph 2 above, such person may additionally be subject to arrest for trespassing or other applicable legal action, civil or criminal in nature.

USE AT OWN RISK; INDEMNIFICATION
Any Patron or other person who participates in the Activities (as defined below), shall do so at his or her own risk, and said Patron or other person and any of his or her Guests and any members of his or her Household shall indemnify, defend, release, hold harmless and forever discharge the District and its present, former and future supervisors, staff, officers, employees, representatives, agents and contractors of each (together, “Indemnitees”), for any and all liability, claims, lawsuits, actions, suits or demands, whether known or unknown, in law or equity, by any individual of any age, or any corporation or other entity, for any and all loss, injury, damage, theft, real or personal property damage, expenses (including attorneys’ fees, costs and other expenses for investigation and defense and in connection with, among other proceedings, alternative dispute resolution, trial court and appellate proceedings), and harm of any kind or nature arising out of or in connection with his or her participation in the Activities, regardless of determination of who may be wholly or partially at fault.

Should any Patron or other person bring suit against the Indemnitees in connection with the Activities or relating in any way to the Amenities, and fail to obtain judgment therein against the Indemnitees, said Patron or other person shall be liable to the District for all attorneys’ fees, costs and other expenses for investigation and defense and in connection with, among other proceedings, alternative dispute resolution, trial court, and appellate proceedings.

The waiver of liability contained herein does not apply to any act of intentional, willful or wanton misconduct by the Indemnitees.

For purposes of this section, the term “Activities” shall mean the use of or acceptance of the use of the Amenities, or engagement in any contest, game, function, exercise, competition, sport, event or other activity operated, organized, arranged or sponsored by the District, its contractors or third parties authorized by the District.

SOVEREIGN IMMUNITY
Nothing herein shall constitute or be construed as a waiver of the District’s sovereign immunity, or limitations on liability contained in Section 768.28, F.S., or other statutes or law.

SEVERABILITY
The invalidity or unenforceability of any one or more provisions of these policies shall not affect the validity or enforceability of the remaining provisions, or any part of the policies not held to be invalid or unenforceable.

AMENDMENTS AND WAIVERS
The Board in its sole discretion may amend these Amenity Policies from time to time. The Board by vote at a public meeting or the District Manager may elect in its/their sole discretion at any time to grant waivers to any of the provisions of these Amenity Policies, provided however that the Board is informed within a reasonable time of any such waivers.

The above Amenity Policies and Rates were adopted on January 24, 2023 by the Board of Supervisors for the Saddle Creek Preserve of Polk County Community Development District, at a duly noticed public hearing and meeting.

Secretary/Assistant Secretary	Chairperson, Board of Supervisors Exhibit A:	Amenity Rates
Exhibit B:	Amenity Access Registration Form

Exhibit A Amenity Rates

Type	Rate	
Annual Non-Resident User Fee	$2,500.00	
Replacement Access Card	$30.00	

Exhibit b
Amenities Access Registration Form

Saddle Creek Preserve of Polk County Community Development District Amenities Access Registration Form

NAME:		

ADDRESS:			

HOME TELEPHONE:	
CELL PHONE:		
EMAIL ADDRESS:			
ADDITIONAL RESIDENT 1:		DOB IF UNDER 18	

ADDITIONAL RESIDENT 2:		
DOB IF UNDER 18	
ADDITIONAL RESIDENT 3:		DOB IF UNDER 18	
ADDITIONAL RESIDENT 4:		DOB IF UNDER 18	

ADDITIONAL RESIDENT 5:		
DOB IF UNDER 18	

ACCEPTANCE:

I acknowledge receipt of the Access Card(s) for the above listed residents and that the above information is true and correct. I understand that I have willingly provided all the information requested above and that it may be used by the Saddle Creek Preserve of Polk County Community Development District (“District”) for various purposes. I also understand that by providing this information that it may be accessed under public records laws. I also understand that I am financially responsible for any damages caused by me, my family members or my guests and the damages resulting from the loss or theft of my or my family members’ Access Card(s). It is understood that Access Cards are the property of the District and are non-transferable except in accordance with the District’s rules, policies and/or regulations, and any necessary replacement will be at an applicable Replacement Access Card fee. In consideration for the admittance of the above listed persons and their guests into the facilities owned and operated by the District, I agree to hold harmless and release the District, its supervisors, agents, officers, professional staff and employees from any and all liability for any injuries that might occur, whether such occurrence happens wholly or in part by me or my family members’ or guests’ fault, in conjunction with the use of any of the District’s Amenity Facilities (as defined in the District’s Amenity Policies & Rates), as well while on the District’s property. Nothing herein shall be considered as a waiver of the District’s sovereign immunity or limits of liability beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in Section 768.28 Florida Statutes or other statute.

Signature of Patron (Parent or Legal Guardian if Minor)	Date

AFFIDAVIT OF RESIDENCY: (REQUIRED IF LEGAL FORM OF PROOF OF RESIDENCY NOT PROVIDED)

I hereby state that the address listed above is the bona fide residence for all residents listed in this Amenities Access Registration Form and that such address is located within the Saddle Creek Preserve of Polk County Community Development District. I acknowledge that a false statement in this affidavit may subject me to penalties for making a false statement pursuant to Section 837.06, Florida Statutes. I declare that I have read the foregoing and the facts alleged are true and correct to the best of my knowledge and belief.

Signature of Patron State of Florida
County of 	

The foregoing was acknowledged before me by means of ▢ physical presence or ▢ online notarization this 	 day of 	, 20  , by
	 who is [ ] personally known to me or [ ] produced 	 as identification.
(NOTARY SEAL)
Official Notary Public Signature

RECEIPT OF DISTRICT’S AMENITY POLICIES AND RATES:

I acknowledge that I have been provided a copy of and understand the terms in the Amenity Policies and Rates of the Saddle Creek Preserve of Polk County Community Development District.

Signature of Patron
(Parent or Legal Guardian if minor)

Date

GUEST POLICY:

Please refer to the Amenity Policies and Rates for the most current policies regarding guests.

PLEASE RETURN THIS FORM TO:
Saddle Creek Preserve of Polk County Community Development District Attn: Amenity Access Team
219 East Livingston Street Orlando, Florida 32801
Answering Service: (689) 500-4540 Email: amenityaccess@gmscfl.com

ADDITIONAL INFORMATION:

Phase 	 – 	 Phase 	 – 		Phase 	 – 	
New Construction: 		Re-Sale: 		Prior Owner: 	

Rental: 		Landlord/Owner: 	
Lease Term: 	 Tenant/Renter: 	

Access Card #

PRIMARY RESIDENT:

Staff Member Signature

Date Entered in System

Date Received

OFFICE USE ONLY:

Section VI

CONTRACT AGREEMENT
This Agreement made and entered into on Tuesday, December 6, 2022 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 Marsha M. Faux, 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 2023 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, 2023 or the date signed below, whichever is later, and shall run until December 31, 2023, 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 2023 TRIM Notice, the Special District shall provide proposed assessments no later than Friday, July 14, 2023. 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 Friday, September 15, 2023. 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 2023 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 2023 tax roll. For the TRIM Notice, the Property Appraiser will require payment on or before Friday, September 15, 2023 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

Marsha M. Faux, CFA, ASA Polk County Property Appraiser By:

Print name

Title	Date

Marsha M. Faux, Property Appraiser

Section VII

Marsha M. Faux, CFA, ASA
POLK COUNTY PROPERTY APPRAISER
2023 Data Sharing and Usage Agreement

SADDLE CREEK PRESERVE OF POLK COUNTY CDD
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 CDD, 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.

As of July 1, 2021, the Florida Public Records Exemptions Statute was amended as it relates to the publicly available records

maintained by the county property appraiser and tax collector. As a result, exempt (aka confidential) parcels and accounts have been added back to our website and FTP data files. No owner names, mailing addresses, or official records (OR) books and pages of recorded documents related to these parcels/accounts, appear on the Property Appraiser’s website or in FTP data files. In addition, the Polk County Property Appraiser’s mapping site has been modified to accommodate the statutory change. See Senate Bill 781 for additional information.
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.
The confidentiality of personal identifying information including: names, mailing address and OR Book and Pages 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 term of this Agreement shall commence on January 1, 2023 and shall run until December 31, 2023, 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	SADDLE CREEK PRESERVE OF POLK COUNTY CDD

Signature:	 		Signature:	 		
Print:	Marsha M. Faux CFA, ASA		Print:	 		
Title:	Polk County Property Appraiser		Title:	 		
Date:	December 1, 2022		Date:	 		

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

Section VIII

Section C

Saddle Creek Preserve CDD
Field Management Report

January 24, 2023 Clayton Smith Field Manager
GMS

1	Astonia CDD Field Management Report | GMS 2023

Site Items:

Amenity Progress

Amenity still in progress with a few steps for finish product.
Well is installed but power is pending.
Pending landscape install and final pool finish.
Internet installation in progress.
Some other touch up items required.
To Schedule a walkthrough when
Contract Services: Aquatic Maintenance

Algae and aquatic vegetation present in some ponds.
Communicating with vendor.

2

Astonia CDD Field Management Report | GMS 2023

Site Items

Contract Services: Landscape Maintenance

Landscape vendor performing satisfactorily.
All storm cleanup is finished.
A few oak trees in the front are struggling. Landscaper to assess and create plan of action.
Additional plantings completed at the frontage being maintained.
Some damages to frontage sod. Requires repair.

Request: Wildlife Signage

Resident request for wildlife Signage
There will be areas near amenity where these will be needed.
Determine

Conclusion

For any questions or comments regarding the above information, please contact me by phone at 407-201-1514, or by email at csmith@gmscfl.com. Thank you.

Respectfully, Clayton Smith

Section D

Section 1

Saddle Creek Preserve Community Development District

Summary of Check Register

October 18, 2022 through January 17, 2023

	Fund	Date	Check No.'s		Amount	

General Fund						
		10/19/22	151	$	4,691.67	
		10/26/22	152-156	$	13,210.86	
		11/8/22	157-161	$	1,000.00	
		11/11/22	162-166	$	12,452.09	
		11/23/22	167	$	865.00	
		12/16/22	168-172	$	18,459.10	
		1/3/23	173-174	$	1,277.50	
		1/13/23	175-176	$	5,567.22	
			Total Amount	$	57,523.44	

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/18/23	PAGE	1
*** CHECK DATES 10/18/2022 - 01/17/2023 ***	SADDLE CREEK PRESERVE - GF
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
10/19/22 00002 10/01/22 48	202210 310-51300-34000	*	3,154.42
MANAGEMENT FEES - OCT 22
10/01/22 48	202210 310-51300-35200	*	100.00
WEBSITE ADMIN - OCT 22
10/01/22 48	202210 310-51300-35100	*	150.00
INFORMATION TECH - OCT 22
10/01/22 48	202210 310-51300-31300	*	625.00
DISSEMINATION SVCS-OCT 22
10/01/22 48	202210 310-51300-51000	*	.30

202210 310-51300-42000	*	5.70	
202210 320-53800-34000	*	656.25	

OFFICE SUPPLIES 10/01/22 48
POSTAGE 10/01/22 49
FIELD MANAGEMENT - OCT 22
GOVERNMENTAL MANAGEMENT SERVICES	4,691.67 000151

10/26/22	00001	10/03/22	
- - - - - - - -
10/26/22 00022	- - - -
10/11/22	

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
87390	202210 310-51300-54000	*	175.00
SPECIAL DISTRICT FEE FY23
DEPARTMENT OF ECONOMIC OPPORTUNITY	175.00 000152
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
4378	202209 310-51300-31500	*	1,259.50
GEN.COUNSEL/MTHLY MEETING
KE LAW GROUP, PLLC	1,259.50 000153
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/26/22 00021	9/30/22 00049241 202209 310-51300-48000	*	344.88
BOS MEETING DATES FY23
CA FLORIDA HOLDINGS, LLC	344.88 000154
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/26/22 00033 10/11/22 4651978	202210 300-15500-10000	*	6,798.48
1% ADMIN FEE
POLK COUNTY PROPERTY APPRAISER	6,798.48 000155
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
10/26/22 00023 10/01/22 7006	202210 320-53800-46200	*	4,633.00

PRINCE & SONS INC.	4,633.00	000156	
- - - - - - - -	- - - - - - - - - - - -	- - - - - - - - - - - - - - - -	-	-	-	-	-	-	-	-	-	-	- -	-	-	-	-	-	-	- - - -	- - - - -	- - -	
11/08/22	00030	10/25/22	BP102520 202210	310-51300-11000	*	200.00	
SUPERVISOR FEE	10/25/22	
BEN PRIDGEON	200.00	000157	
- - - - - - - -	- - - - - - - - - - - -	- - - - - - - - - - - - - - -	-	-	-	-	-	-	-	-	-	-	-	- -	-	-	-	-	-	-	- - - -	-	- - - -	- - -	
11/08/22	00025	10/25/22	KE102520 202210	310-51300-11000	*	200.00	
SUPERVISOR FEE	10/25/22	
KELLY ANN EVANS	200.00	000158	
- - - - - - - -	- - - - - - - - - - - -	- - - - - - - - - - - - - - -	-	-	-	-	-	-	-	-	-	-	-	- -	-	-	-	-	-	-	- - - -	-	- - - -	- - -	
11/08/22	00026	10/25/22	LC102520 202210	310-51300-11000	*	200.00	
SUPERVISOR FEE	10/25/22	
LORI CAMPAGNA	200.00	000159	
- - - - - - - -	- - - - - - - - - - - -	- - - - - - - - - - - - - - -	-	-	-	-	-	-	-	-	-	-	-	- -	-	-	-	-	-	-	- - - -	-	- - - -	- - -	

LANDSCAPE MAINT - OCT 22

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/18/23	PAGE	2
*** CHECK DATES 10/18/2022 - 01/17/2023 ***	SADDLE CREEK PRESERVE - GF
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#
11/08/22 00009 10/25/22 CS102520 202210 310-51300-11000	*	200.00
SUPERVISOR FEE 10/25/22
CHARLES M SENEY	200.00 000160
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/08/22 00010 10/25/22 SS102520 202210 310-51300-11000	*	200.00
SUPERVISOR FEE 10/25/22
SCOTT SHAPIRO	200.00 000161
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/11/22 00002 11/01/22 50	202211 310-51300-34000	*	3,154.42
MANAGEMENT FEES - NOV 22
11/01/22 50	202211 310-51300-35200	*	100.00
WEBSITE ADMIN - NOV 22
11/01/22 50	202211 310-51300-35100	*	150.00
INFORMATION TECH - NOV 22
11/01/22 50	202211 310-51300-31300	*	625.00
DISSEMINATION SVCS-NOV 22
11/01/22 50	202211 310-51300-51000	*	5.12
OFFICE SUPPLIES
11/01/22 50	202211 310-51300-42000	*	2.28
POSTAGE
11/01/22 51	202211 320-53800-34000	*	656.25
FIELD MANAGEMENT - NOV 22
GOVERNMENTAL MANAGEMENT SERVICES	4,693.07 000162
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/11/22 00028 11/01/22 6876B	202211 320-53800-46000	*	1,100.00 MTHLY LAKE MAINT - NOV 22
SITEX AQUATICS	1,100.00 000163
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/17/22 00022 11/13/22 4862	202210 310-51300-31500	*	1,078.00
GEN.COUNSEL/MTHLY MEETING
KE LAW GROUP, PLLC	1,078.00 000164
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
11/17/22 00021 10/31/22 00050144 202210 310-51300-48000	*	948.02
BOS MEETING 11/1
CA FLORIDA HOLDINGS, LLC	948.02 000165

11/17/22	00023	11/01/22	
- - - - - - - -
11/23/22 00002	- - - -
10/31/22	

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
7301	202211 320-53800-46200	*	4,633.00
LANDSCAPE MAINT - NOV 22
PRINCE & SONS INC.	4,633.00 000166
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
52	202210 320-53800-48000	*	865.00
REPAIRED DOWN FENCE
GOVERNMENTAL MANAGEMENT SERVICES	865.00 000167
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/16/22 00031 11/02/22 172	202212 300-20700-10100	*	3,995.00
SER20 FR#13
TERRAVEST GLOBAL ENGINEERING	3,995.00 000168
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/18/23	PAGE	3
*** CHECK DATES 10/18/2022 - 01/17/2023 ***	SADDLE CREEK PRESERVE - GF
BANK A GENERAL FUND
CHECK	VEND#	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS	AMOUNT	....CHECK..... DATE			DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS				AMOUNT	#

12/16/22 00002	12/01/22	
	12/01/22	
	12/01/22	
	12/01/22	
	12/01/22	
	12/01/22	
	12/01/22	

53	202212 310-51300-34000	*	3,154.42
MANAGEMENT FEES - DEC 22
53	202212 310-51300-35200	*	100.00
WEBSITE ADMIN - DEC 22
53	202212 310-51300-35100	*	150.00
INFORMATION TECH - DEC 22
53	202212 310-51300-31300	*	625.00
DISSEMINATION SVCS-DEC 22
53	202212 310-51300-51000	*	.24

202212 310-51300-42000	*	4.56	
202212 320-53800-34000	*	656.25	

OFFICE SUPPLIES 53
POSTAGE 54
FIELD MANAGEMENT - DEC 22
GOVERNMENTAL MANAGEMENT SERVICES	4,690.47 000169
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/16/22 00023 12/01/22 7543	202212 320-53800-46200	*	4,633.00

- - - - - - - - 12/16/22 00028	PRINCE & SONS INC.
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/01/22 6994B	202212 320-53800-46000	-	-	-	-	-	-	-	-	-	-	- -
*	-	-	-	-	-	- - - - -	4,633.00
- - - - -	000170
- - -	
	SITEX AQUATICS																		1,100.00	000171	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - -	-	-	-	-	-	-	-	-	-	-	- -	-	-	-	-	-	- - - - -	- - - - -	- - -	
12/16/22 00024	11/25/22 6742598	202211 310-51300-32300											*						4,040.63			
	TRUSTEE FEES-SERIES 2020																				
	US BANK																		4,040.63	000172	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - -	-	-	-	-	-	-	-	-	-	-	- -	-	-	-	-	-	- - - - -	- - - - -	- - -	
1/03/23 00022	12/12/22 5077	202211 310-51300-31500											*						352.50			

LANDSCAPE MAINT - DEC 22

MTHLY LAKE MAINT - DEC 22

1,100.00

GEN.COUNSEL/MTHLY MEETING
KE LAW GROUP, PLLC	352.50 000173
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/03/23 00023 12/27/22 7643	202212 320-53800-49000	*	925.00
DEBRI CLEAN UP
PRINCE & SONS INC.	925.00 000174
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1/13/23 00002	1/01/23 55	202301 310-51300-34000	*	3,154.42
MANAGEMENT FEES - JAN 23
1/01/23 55	202301 310-51300-35200	*	100.00
WEBSITE ADMIN - JAN 23
1/01/23 55	202301 310-51300-35100	*	150.00
INFORMATION TECH - JAN 23
1/01/23 55	202301 310-51300-31300	*	625.00
DISSEMINATION SVCS-JAN 23
1/01/23 55	202301 310-51300-51000	*	.24
OFFICE SUPPLIES
SCPP SAD CREEK PRES CWRIGHT

AP300R	YEAR-TO-DATE ACCOUNTS PAYABLE PREPAID/COMPUTER CHECK REGISTER	RUN	1/18/23	PAGE	4
*** CHECK DATES 10/18/2022 - 01/17/2023 ***	SADDLE CREEK PRESERVE - GF

CHECK	VEND# DATE	.....INVOICE..... ...EXPENSED TO...		VENDOR NAME	STATUS DATE	INVOICE	YRMO	DPT ACCT# SUB	SUBCLASS		AMOUNT	....CHECK..... AMOUNT	#	
	1/01/23 55	202301 310-51300-42000	*		9.53		
	POSTAGE
1/01/23 56	202301 320-53800-34000	*
GOVERNMENTAL MANAGEMENT SERVICES		656.25	

4,695.44 000175	
- - - - - - - - 1/13/23 00021	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
12/31/22 00051779 202212 310-51300-48000	*
12/31/22 00051779 202212 310-51300-48000	*	- - - -	- - - - - -

570.01	- - - - - - - -	
	AMENITY POLICIES & RATES
CA FLORIDA HOLDINGS, LLC			871.78 000176	
- - - - - - - -	- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	- - - -	- - - - - -	- - - - - - - -	
	TOTAL FOR BANK A		57,523.44		
	TOTAL FOR REGISTER		57,523.44		

BANK A GENERAL FUND

FIELD MANAGEMENT - JAN 23

NOT OF RULE DEVELOPMENT

301.77

SCPP SAD CREEK PRES CWRIGHT

Section 2

Saddle Creek Preserve
Community Development District

Unaudited Financial Reporting
November 30, 2022

Table of Contents

1		Balance Sheet	

2-3	
	General Fund	

4	
	Series 2020 Debt Service Fund	

5	
	Series 2022 Debt Service Fund	

6	
	Series 2020 Capital Projects Fund	

7	
	Series 2022 Capital Projects Fund	

8-9	
	Month to Month	

10	
	Assessment Receipt Schedule	

Saddle Creek Preserve
Community Development District Combined Balance Sheet November 30, 2022

	General Fund	Debt Service Fund	Capital Projects Fund	Totals Governmental Funds	
Assets:					
Cash:					
Operating Account	$	60,504	$	-	$	-	$	60,504	
Capital Projects Account	$	-	$	-	$	2,223	$	2,223	
Series 2020					
Reserve	$	-	$	156,750	$	-	$	156,750	
Revenue	$	-	$	109,290	$	-	$	109,290	
Construction	$	-	$	-	$	2	$	2	
Series 2022		
Reserve	$	-	$	143,826	$	-	$	143,826	
Revenue	$	-	$	222,655	$	-	$	222,655	
Construction	$	-	$	-	$	1,008,993	$	1,008,993	
Prepaid Expenses	$	6,798	$	-	$	-	$	6,798	
Due from Capital Projects	$	1,400	$	-	$	-	$	1,400	
Due from General Fund	$	-	$	2,807	$	-	$	2,807	
Total Assets	$	68,702	$	635,329	$	1,011,217	$	1,715,249	
Liabilities:
Accounts Payable	$	4,393	

$	-	$	-	

$	4,393	
Due to Debt Service	$	2,807	$	-	$	-	$	2,807	
Due to General Fund	$	-	$	-	$	1,400	$	1,400	
Total Liabilities	$	7,200	$	-	$	1,400	$	8,600	

Fund Balances:
Nonspendable
Deposits & Prepaid Items	$	6,798	

$	-	$	-	

$	6,798	
Restricted for:
Debt Service - Series 2020	
$	-	
$	268,848	$	-	$	268,848	
Debt Service - Series 2022	$	-	$	366,482	$	-	$	366,482	
Capital Projects - Series 2020	$	-	$	-	$	825	$	825	
Capital Projects - Series 2022	$	-	$	-	$	1,008,993	$	1,008,993	
Unassigned	$	54,704	$	-	$	-	$	54,704	
Total Fund Balances	$	61,502	$	635,329	$	1,009,817	$	1,706,649	
					
Total Liabilities & Fund Balance	$	68,702	$	635,329	$	1,011,217	$	1,715,249	

Saddle Creek Preserve
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending November 30, 2022

Adopted	Prorated Budget	Actual	
Budget	Thru 11/30/22	Thru 11/30/22	Variance	

Revenues		
Assessments - On Roll	$	318,629	$	2,852	$	2,852	$	-	
Assessments - Direct	$	89,772	$	-	$	-	$	-	
Total Revenues	$	408,401	$	2,852	$	2,852	$	-	

Expenditures:					
General & Administrative:					
Supervisor Fees	$	7,200	$	1,200	$	1,000	$	200	
Engineer Fees	$	15,000	$	2,500	$	-	$	2,500	
Dissemination Fees	$	7,500	$	1,250	$	1,250	$	-	
Assessment Administration	$	5,000	$	5,000	$	5,000	$	-	
Arbitrage	$	900	$	-	$	-	$	-	
Attorney Fees	$	25,000	$	4,167	$	1,431	$	2,736	
Audit Fees	$	6,000	$	-	$	-	$	-	
Trustee Fees	$	8,082	$	4,041	$	4,041	$	-	
Management Fees	$	37,853	$	6,309	$	6,309	$	(0)	
Information Technology	$	1,800	$	300	$	300	$	-	
Website Maintenance	$	1,200	$	200	$	200	$	-	
Postage & Delivery	$	500	$	83	$	8	$	75	
Insurance	$	5,822	$	5,822	$	5,563	$	259	
Copies	$	500	$	83	$	-	$	83	
Legal Advertising	$	3,300	$	550	$	948	$	(398)	
Other Current Charges	$	2,000	$	333	$	77	$	256	
Office Supplies	$	400	$	67	$	5	$	61	
Dues, Licenses & Subscriptions	$	175	$	175	$	175	$	-	
Subtotal General & Administrative:	$	128,232	$	32,080	$	26,307	$	5,773	

Saddle Creek Preserve
Community Development District General Fund
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending November 30, 2022

Adopted	Prorated Budget	Actual	
Budget	Thru 11/30/22	Thru 11/30/22	Variance	

Operations and Maintenance		
Field Expenditures
Property Insurance	
$	10,000	
$	10,000	
$	1,890	
$	8,110	
Field Management	$	15,750	$	2,625	$	1,313	$	1,313	
Landscape Maintenance	$	75,000	$	12,500	$	9,266	$	3,234	
Landscape Replacement	$	8,500	$	1,417	$	-	$	1,417	
Mitigation Monitoring	$	25,000	$	4,167	$	-	$	4,167	
Lake Maintenance	$	13,200	$	2,200	$	2,200	$	-	
Streetlights	$	25,000	$	4,167	$	3,451	$	716	
Electric	$	5,000	$	833	$	332	$	501	
Water & Sewer	$	3,000	$	500	$	-	$	500	
Sidewalk & Asphalt Maintenance	$	2,500	$	417	$	-	$	417	
Irrigation Repairs	$	5,000	$	833	$	-	$	833	
General Repairs & Maintenance	$	7,500	$	1,250	$	865	$	385	
Contingency	$	5,000	$	833	$	-	$	833	
Subtotal Field Expenditures	$	200,450	$	41,742	$	19,316	$	22,425	

Amenity Expenditures
Amenity - Electric	

$	14,400	

$	2,400	

$	-	

$	2,400	
Amenity - Water	$	5,000	$	833	$	-	$	833	
Internet	$	3,000	$	500	$	-	$	500	
Pest Control	$	720	$	120	$	-	$	120	
Janitorial Service	$	5,400	$	900	$	-	$	900	
Security Services	$	15,000	$	2,500	$	-	$	2,500	
Pool Maintenance	$	16,200	$	2,700	$	-	$	2,700	
Amenity Repairs & Maintenance	$	10,000	$	1,667	$	-	$	1,667	
Contingency	$	5,000	$	833	$	-	$	833	
Subtotal Amenity Expenditures	$	74,720	$	12,453	$	-	$	12,453	
					
Total Expenditures	$	403,402	$	86,275	$	45,623	$	40,652	
					
Excess (Deficiency) of Revenues over Expenditures	$	5,000		$	(42,771)		

Other Financing Sources /(Uses)					
Transfer In (Out)	$	(5,000)	$	-	$	-	$	-	
Total Other Financing Sources/(Uses)	$	(5,000)		$	-		
					
Net Change in Fund Balance	$	(0)		$	(42,771)		
					
Fund Balance - Beginning	$	-		$	104,273		
					
Fund Balance - Ending	$	(0)		$	61,502		

Saddle Creek Preserve
Community Development District Debt Service Fund - Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending November 30, 2022

	Adopted	Prorated Budget	Actual		
	Budget	Thru 11/30/22	Thru 11/30/22	Variance	

Revenues				
Assessments - Tax Roll	$	313,500	$	2,807	$	2,807	$	-	
Interest	$	-	$	-	$	1,059	$	1,059	
Total Revenues	$	313,500	$	2,807	$	3,866	$	1,059	

Expenditures:				
Interest Expense - 12/15	$	99,825	$	-	$	-	$	-	
Principal Expense - 6/15	$	115,000	$	-	$	-	$	-	
Interest Expense - 6/15	$	99,825	$	-	$	-	$	-	
Total Expenditures	$	314,650	$	-	$	-	$	-	
				
Excess (Deficiency) of Revenues over Expenditures	$	(1,150)	$	3,866		
				
Fund Balance - Beginning	$	107,565	$	264,981		
				
Fund Balance - Ending	$	106,415	$	268,848		

Saddle Creek Preserve
Community Development District Debt Service Fund - Series 2022
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending November 30, 2022

	Adopted	Prorated Budget	Actual		
	Budget	Thru 11/30/22	Thru 11/30/22	Variance	

Revenues					
Assessments - Direct	$	287,653	$	-	$	-	$	-	
Interest	$	-	$	-	$	1,270	$	1,270	
Total Revenues	$	287,653	$	-	$	1,270	$	1,270	

Expenditures:
Interest Expense - 12/15	

$	90,514	

$	-	

$	-	

$	-	
Principal Expense - 12/15	$	130,000	$	-	$	-	$	-	
Interest Expense - 6/15	$	88,808	$	-	$	-	$	-	
Total Expenditures	$	309,321	$	-	$	-	$	-	
									
Excess (Deficiency) of Revenues over Expenditures	$	(21,668)	$	-	$	1,270	$	1,270	
									
Fund Balance - Beginning	$	220,705	$	-	$	365,212	$	-	
									
Fund Balance - Ending	$	199,036	$	-	$	366,482	$	-	

Saddle Creek Preserve
Community Development District Capital Projects Fund - Series 2020
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending November 30, 2022

Adopted	Prorated Budget	Actual	
Budget	Thru 11/30/22	Thru 11/30/22	Variance	

Revenues

Developers Contribution	

$	

-	$	

-	$	-	

$	

-	
Total Revenues	$	-	$	-	$	-	$	-	

Expenditures:

Capital Outlay	

$	

-	$	

-	$	-	

$	

-	
Total Expenditures	$	-	$	-	$	-	$	-	
						
Excess (Deficiency) of Revenues over Expenditures	$	-	$	-			
						
Fund Balance - Beginning	$	-	$	825			
						
Fund Balance - Ending	$	-	$	825			

Saddle Creek Preserve
Community Development District Capital Projects Fund - Series 2022
Statement of Revenues, Expenditures, and Changes in Fund Balance
For The Period Ending November 30, 2022

Adopted	Prorated Budget	Actual	
Budget	Thru 11/30/22	Thru 11/30/22	Variance	

Revenues

Interest	

$	

-	$	

-	$	5,022	

$	5,022	
Total Revenues	$	-	$	-	$	5,022	$	5,022	

Expenditures:

Capital Outlay	

$	

-	$	

-	$	263,934	

$	(263,934)	
Total Expenditures	$	-	$	-	$	263,934	$	(263,934)	
					
Excess (Deficiency) of Revenues over Expenditures	$	-	$	(258,913)		
					
Net Change in Fund Balance	$	-	$	(258,913)		
					
Fund Balance - Beginning	$	-	$	1,267,906		
					
Fund Balance - Ending	$	-	$	1,008,993		

Saddle Creek Preserve

Oct	Nov	Dec	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Total

Community Development District Month to Month
Revenues

Assessments - Tax Roll Assessments - Direct Developer Contributions

$	-  $
$	-  $
$	-  $

2,852  $
-  $
-  $

-  $	-  $
-  $	-  $
-  $	-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	-  $
-  $	-  $
-  $	-  $

-  $	-  $
-  $	-  $
-  $	-  $

-  $	2,852
-  $	-
-  $	-

Total Revenues	$	-	$	2,852  $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	2,852

Expenditures:		
General & Administrative:		
Supervisor Fees	$	1,000	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	1,000	
Engineer Fees	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Dissemination Fees	$	625	$	625	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	1,250	
Assessment Administration	$	5,000	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	5,000	
Arbitrage	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Attorney Fees	$	1,078	$	353	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	1,431	
Audit Fees	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Trustee Fees	$	-	$	4,041	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	4,041	
Management Fees	$	3,154	$	3,154	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	6,309	
Information Technology	$	150	$	150	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	300	
Website Maintenance	$	100	$	100	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	200	
Telephone	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Postage & Delivery	$	6	$	2	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	8	
Insurance	$	5,563	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	5,563	
Copies	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Legal Advertising	$	948	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	948	
Other Current Charges	$	39	$	38	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	77	
Office Supplies	$	0	$	5	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	5	
Travel Per Diem	$	-	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-	
Dues, Licenses & Subscriptions	$	175	$	-	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	175	
Subtotal General & Administrative:	$	17,838	$	8,468	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	26,307	

Saddle Creek Preserve
Community Development District Month to Month

Oct	Nov	Dec		Jan		Feb	Mar		Apr	May		Jun		Jul	Aug		Sep	Total	
Operations and Maintenance Field Expenditures
Property Insurance	$	1,890  $	-  $		

-  $		

-  $		

-  $	

-  $		

-  $	

-  $		

-  $		

-  $	

-  $		

-  $	1,890	
Field Management	$	656  $	656  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	1,313	
Landscape Maintenance	$	4,633  $	4,633  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	9,266	
Landscape Replacement	$	-  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	-	
Mitigation Monitoring	$	-  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	-	
Lake Maintenance	$	1,100  $	1,100  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	2,200	
Streetlights	$	1,726  $	1,725  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	3,451	
Electric	$	191  $	141  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	332	
Water & Sewer	$	-  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	-	
Sidewalk & Asphalt Maintenance	$	-  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	-	
Irrigation Repairs	$	-  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	-	
General Repairs & Maintenance	$	865  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	865	
Contingency	$	-  $	-  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	-	
Subtotal Field Expenditures	$	11,061  $	8,255  $		-  $		-  $		-  $	-  $		-  $	-  $		-  $		-  $	-  $		-  $	19,316	

Amenity Expenditures Amenity - Electric Amenity - Water Playground Lease Internet
Pest Control Janitorial Service Security Services Pool Maintenance
Amenity Repairs & Maintenance Contingency

$	-  $
$	-  $
$	-  $
$	-  $
$	-  $
$	-  $
$	-  $
$	-  $
$	-  $
$	-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $
-  $	-  $	-  $

-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $
-  $	-  $

-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-
-  $	-  $	-  $	-

Other Financing Sources/(Uses)

Transfer In/(Out)

$

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-  $

-

Net Change in Fund Balance	$	(28,900) $	(13,871) $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	(42,771)

Excess (Deficiency) of Revenues over Expenditures	$	(28,900) $	(13,871) $	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	-	$	(42,771)

Total Expenditures	$	28,900  $	16,723  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	45,623

Subtotal Amenity Expenditures	$	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-  $	-

Saddle Creek Preserve of Polk County

	Gross Assessments	$ 342,612.48	$	337,236.00	$  679,848.48	
	Net Assessments	$ 318,629.61	$	313,629.48	$  632,259.09	
ON ROLL ASSESSMENTS		
50.40%	
49.60%	
100.00%	

Community Development District Special Assessment Receipts Fiscal Year 2023

Date	
Distribution	
Gross Amount	
iscount/Penalt Commission	
Interest	
Net Receipts	
O&M Portion	2020 Debt Service	
Total	

11/21/22	
11/1-11/6/22	
$2,873.52	
($114.93)	
($55.17)	
$0.00	
$2,703.42	
$1,362.40	
$1,341.02	
$2,703.42	
11/25/22	11/7-11/13/22	$3,141.52	($125.67)	($60.32)	$0.00	$2,955.53	$1,489.45	$1,466.08	$2,955.53	
	TOTAL	$  6,015.04	$	(240.60) $	(115.49) $	-	$	5,658.95	$	2,851.85	$	2,807.10	$	5,658.95	

1%
$ 626,600.14

Net Percent Collected
Balance Remaining to Collect

DIRECT BILL ASSESSMENTS

AG EHC II LEN MULTI STATE 1 LCC 2023-01		
Net Assessments	
$372,957.00	
$88,717.65	
$284,239.35	
Date
Received	Due
Date	Check
Number	Net
Assessed	Amount
Received	Operation &
Maintenance	Series 2022
Debt Service Fund	
10/1/22	$22,179.41				
1/1/23	$22,179.41				
4/1/23	$22,179.41				
5/1/23	$87,765.19				
7/1/23	$22,179.41				
11/1/23	$196,474.15				
	$ 372,956.98	$	-	$	-	$	-	

Lennar Homes LLC 2023-02			
Net Assessments	
$4,429.27	
$1,053.62	
$3,375.65	
Date
Received	Due
Date	Check
Number	Net
Assessed	Amount
Received	Operation &
Maintenance	Series 2022
Debt Service Fund	
10/1/22	$263.40				
1/1/23	$263.40				
4/1/23	$263.40				
5/1/23	$1,042.31				
7/1/23	$263.40				
11/1/23	$2,333.35				
	$	4,429.26	$	-	$	-	$	-