CRESTVIEW II COMMUNITY DEVELOPMENT
DISTRICT

MIAMI-DADE COUNTY Regular Board Meeting & Public Hearing
JULY 24 , 2024
4:00 P.M.

Special District Services, Inc. 8785 SW 165th Avenue, Suite 200
Miami, FL 33193
www.crestview2cdd.org 786.303.3661 Telephone 877.SDS.4922 Toll Free 561.630.4923 Facsimile

AGENDA
CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT
Miccosukee Golf and Country Club Pro Shop Complex Meeting Room 6401 Kendale Lakes Drive
Miami, Florida 33183
REGULAR BOARD MEETING & PUBLIC HEARING
July 24, 2024
4:00 p.m.

Call to Order
Proof of Publication	Page 1
Establish Quorum
Consider Resolution No. 2024-03 – Election of Officers	Page 2
Additions or Deletions to Agenda
Comments from the Public for Items Not on the Agenda
Approval of Minutes
April 24, 2024 Regular Board Meeting	Page 3
Public Hearing
Proof of Publication	Page 6
Receive Fiscal Year 2024/2025 Final Budget
Consider Resolution No. 2024-04 – Adopting a Fiscal Year 2024/2025 Final Budget	Page 7
Old Business
Staff Report as Required
New Business
Consider Resolution No. 2024-05 – Adopting a Fiscal Year 2024/2025 Meeting Schedule	Page 14
Consider Appointment of Audit Committee & Approval of Evaluation Criteria	Page 16
Administrative & Operational Matters
Board Member & Staff Closing Comments
Adjourn

MIAMI-DADE

STATE OF FLORIDA COUNTY OF MIAMI-DADE:

Before the undersigned authority personally appeared GUILLERMO GARCIA, who on oath says that he or she is the DIRECTOR OF OPERATIONS, Legal Notices of the Miami Daily Business Review f/k/a Miami Review, of Miami-Dade County, Florida; that the attached copy of advertisement, being a Legal Advertisement of Notice in the matter of

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT - FISCAL YEAR 2023/2024 REGULAR MEETING SCHEDULE

in ihe XXXX Court,
was published in a newspaper by print in the issues of Miami Daily Business Review f/k/a Miami Review on

10/13/2023

Affiant further says that the newspaper complies with all legal	for  publication  in  chapter	50,  Florida

��-0�
(SEAL)
GUILLERMO GARCIA personally known to me

/?'ii *f---._ CHRISTINA LYNN RAVIX-DORLEANS
;:_ { J Commission# HH 332954
·-;:,1..o.;.,.·.;,;,. --· Expires November 19' 2026

RESOLUTION NO. 2024-03

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT (“DISTRICT”) ELECTING THE OFFICERS OF THE DISTRICT AND PROVIDING FOR AN EFFECTIVE DATE.

WHEREAS, the Board of Supervisors (the “Board”) of the Crestview II Community Development District (the “District”) is a local unit of special-purpose government created and existing pursuant to Chapter 190, Florida Statutes; and

WHEREAS, pursuant to Section 190.006(6), Florida Statutes, as soon as practicable after each election or appointment to the Board, the Board shall organize by electing one (1) of its members as chairperson and by electing a secretary, and such other officers as the Board may deem necessary.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT, THAT:

The following persons are elected to the offices shown, to wit:

Chairperson
Vice Chairperson Secretary/Treasurer Assistant Secretary Assistant Secretary Assistant Secretary Assistant Secretary

This Resolution shall become effective immediately upon its adoption.

PASSED, ADOPTED and BECOMES EFFECTIVE this 24th day of July, 2024.

ATTEST:	CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT

Secretary/Assistant Secretary	Chairperson/Vice Chairperson

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING
APRIL, 24, 2024

CALL TO ORDER

District Manager Armando Silva called the April, 24, 2024, Regular Board Meeting of the Crestview II Community Development District (the “District”) to order at 4:03p.m. in the Pro Shop Complex Meeting Room of the Miccosukee Golf and Country Club located at 6401 Kendale Lakes Drive, Miami, Florida 33183.

PROOF OF PUBLICATION

Proof of publication was presented which showed that notice of the Regular Board Meeting had been published in the Miami Daily Business Review on October 13, 2023, as part of the District’s Fiscal Year 2024/2025 Regular Meeting Schedule, as legally required.

ESTABLISH A QUORUM

It was determined that the attendance of the Vice Chairperson Julissa Hernandez and Supervisors Miguel Rivero and Diane Vento constituted a quorum and it was in order to proceed with the meeting.

Staff members in attendance were District Manager Armando Silva of Special District Services, Inc.; and General Counsel Gregory George of Billing, Cochran, Lyles, Mauro & Ramsey, P.A.

Others in attendance were: Angel Martinez, Miami, FL.

ADDITIONS OR DELETIONS TO THE AGENDA

There were no additions or deletions to the agenda.
COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA
There were no comments from the public for items not on the agenda.
APPROVAL OF MINUTES
October 25, 2024, Regular Board Meeting
Mr. Silva presented the minutes of the October 25, 2023, Regular Board Meeting and asked if there were any changes. There being no changes, a motion was made by Ms. Hernandez, seconded by Ms. Vento and unanimously passed approving the minutes of the October 25, 2023, Regular Board Meeting, as presented.

OLD BUSINESS

Staff Report, as Required

There was no staff report at this time.
Page 1 of 3

NEW BUSINESS
Consider Resolution No. 2024-01 – Adopting a Fiscal Year 2024/2025 Proposed Budget

Mr. Silva presented Resolution No. 2024-01, entitled:

RESOLUTION NO. 2024-01

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT APPROVING A PROPOSED BUDGET AND NON-AD VALOREM SPECIAL ASSESSMENTS FOR FISCAL YEAR 2024/2025; AND PROVIDING AN EFFECTIVE DATE.

Mr. Silva read the title of the resolution into the record and explained that the proposed 2024/2025 fiscal year budget would be balanced by designating a carryover of approximately $10,080 from the projected fund balance as of September 30, 2023. Mr. Silva advised that since the overall proposed assessments were not increasing in the fiscal year 2024/2025, letters to the residents would not be required. Furthermore, Mr. Silva stated as part of Resolution No. 2024-01, the Board must set a date for the public hearing to adopt the fiscal year 2024/2025 final budget and assessment roll. A discussion ensued after which:

A motion was made by Ms. Vento, seconded by Ms. Hernandez and unanimously passed to approve and adopt Resolution No. 2024-01, as presented, setting the public hearing to adopt the fiscal year 2024/2025 final budget and assessments for July 24, 2023, at 4:00 p.m. in the Pro Shop Complex Meeting Room of the Miccosukee Golf and Country Club located at 6401 Kendale Lakes Drive, Miami, Florida 33183; and further authorizes publication/notice of the budget public hearing, as required by law.

Consider Resolution No. 2024-02 – Adopting an Electronic Signature Policy

Mr. Silva provided the Board with an overview of the resolution and stated that the resolution provides an electronic signature policy and provides the District Manager with authority and responsibility for approval of electronic signatures and implementation of control processes and procedures to ensure compliance, integrity and security in accordance with Chapter 688, Florida Statutes. A discussion ensued after which;

A motion was made by Mr. Rivero, seconded by Ms. Vento and unanimously passed to approve Resolution No. 2024-02 as presented.
Discussion Regarding Required Ethics Training
Mr. Silva presented a memorandum from SDS, Inc. which will serve as a reminder that beginning January 1, 2024, elected and appointed commissioners of community redevelopment agencies and local officers of independent special districts are required to complete four (4) hours of ethics training annually. The training must address, at a minimum, s. 8, Art. II of the Florida Constitution (ethics for public officers and financial disclosure), the Code of Ethics for Public Officers and Employees, and the Florida Public Records Law and Open Meetings laws.

ADMINISTRATIVE & OPERATIONAL MATTER

Page 2 of 3

Discussion Regarding General Election Qualifying Period (Seat #2 & #5): Noon, Monday, June 10, 2024 through Noon, Friday, June 14, 2024

Mr. Silva advised the Board that the two (2) seats whose terms are expiring in November 2024 are Seat #2 (Miguel Rivero) and Seat #5 (Julissa Hernandez). Mr. Silva further explained that the qualifying period to run for the District election on the general election ballot would be from noon on June 10, 2024, through noon on June 14, 2024.

BOARD MEMBER & STAFF CLOSING COMMENTS

Mr. Silva stated that there is a vacancy on the District’s Board of Supervisors (Seat #1) and asked if there were any interested persons that meet the qualifications and who would like to serve on the District Board. A discussion ensued after which;

A motion was made by Ms. Vento, seconded by Ms. Olson and unanimously passed appointing Angel Martinez to fill the vacancy of the unexpired 4-year term of office in Seat #1, which term of office shall expire in November 2026.

Mr. Silva, Notary Public of the State of Florida, administered the Oath of Office to Angel Martinez. In addition, Mr. Silva advised her of her duties and responsibilities as a Board Members with emphasis on the Sunshine Law, Financial Disclosure for Public Officials (2023) Form 1 must be completed and mailed to the Supervisor of Elections’ Office in the County of residency within thirty {30} days of appointment; and the Code of Ethics for Public Officials.

ADJOURNMENT

There being no further business to come before the Board, a motion was made by Ms. Olson, seconded by Ms. Vento and unanimously passed adjourning the Regular Board Meeting at 4:45 p.m.

Secretary/Assistant Secretary	Chairperson/Vice-Chairperson

Page 3 of 3

AFFIDAVIT OF PUBLICATION

Account #	Order Number	Identification	Order PO	Amount	Cols	Depth	
142127	568641	Print Legal Ad-IPL01811050 - IPL0181105		$1,282.99	2	44 L	

Attention:

Laura J. Archer

PUBLISHED DAILY

Crestview II Community Development District c/o Special District Services, Inc.
2501A Burns Road
Palm Beach Gardens, Florida 33410 LArcher@sdsinc.org

MIAMI-DADE-FLORIDA
STATE OF FLORIDA COUNTY OF MIAMI-DADE
Before the undersigned authority personally appeared: Mary Castro, who on oath says that he/she is CUSTODIAN OF RECORDS of The Miami Herald, a daily newspaper published at Miami in Miami-Dade County, Florida; that the attached copy of the advertisement that was published was published in said newspaper in the issue
(s) of:
Publication: Miami Herald 2 insertion(s) published on:
07/03/24, 07/10/24

Affiant further says that the said Miami Herald is a newspaper published at Miami, in the said Miami-Dade County, Florida and that the said newspaper has heretofore been continuously published in said Dade County, Florida each day and has been entered a second class mail matter at the post office in Miami, in said Miami-Dade County, Florida, for a period of one year next preceding the first publication of the attached copy of advertisement; and affiant further says that he/she has neither paid or promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper(s).The McClatchy Company complies with all legal requirements for publication in chapter 50, Florida Statutes.

Sworn to and subscribed before me this 10th day of July in the year of 2024

Notary Public in and for the state of Texas, residing in Dallas County

Extra charge for lost or duplicate affidavits. Legal document please do not destroy!

RESOLUTION NO. 2024-04

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT APPROVING AND ADOPTING A FISCAL YEAR 2024/2025 FINAL BUDGET INCLUDING NON-AD VALOREM SPECIAL ASSESSMENTS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Crestview II Community Development District (“District”) has prepared a Proposed Budget and Final Special Assessment Roll for Fiscal Year 2024/2025 and has held a duly advertised Public Hearing to receive public comments on the Proposed Budget and Final Special Assessment Roll; and,

WHEREAS, following the Public Hearing and the adoption of the Proposed Budget and Final Assessment Roll, the District is now authorized to levy non-ad valorem assessments upon the properties within the District.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT, THAT:

Section 1. The Final Budget and Final Special Assessment Roll for Fiscal Year 2024/2025 attached hereto as Exhibit “A” is approved and adopted, and the assessments set forth therein shall be levied.

Section 2.  The Secretary of the District is authorized to execute any and all necessary transmittals, certifications or other acknowledgements or writings, as necessary, to comply with the intent of this Resolution.

PASSED, ADOPTED and BECOMES EFFECTIVE this 24th day of July, 2024.

ATTEST:	CRESTVIEW II
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

Crestview II Community Development District

Final Budget For Fiscal Year 2024/2025
October 1, 2024 - September 30, 2025

CONTENTS

FINAL BUDGET

DETAILED FINAL BUDGET

DETAILED FINAL DEBT SERVICE FUND BUDGET

ASSESSMENT COMPARISON

FINAL BUDGET
CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR 2024/2025 BUDGET	
Administrative Assessments	69,472	
Maintenance Assessments	39,840	
Debt Assessments	97,659	
Interest Income	360	
TOTAL REVENUES	$	207,331	
		
EXPENDITURES		
MAINTENANCE EXPENDITURES		
Aquatic Maintenance	5,500	
General Community Maintenance	500	
Lawn Maintenance	15,000	
Fountain Maintenance & Upkeep	4,400	
Electric/FPL - Fountains	10,000	
Engineering/Inspections	1,250	
Lake Bank - Erosion Control	300	
Maintenance/Contingency	500	
TOTAL MAINTENANCE EXPENDITURES	$	37,450	
		
ADMINISTRATIVE EXPENDITURES		
Supervisor Fees	1,875	
Payroll Taxes (Employer)	145	
Management	31,644	
Secretarial & Field Operations	5,400	
Legal	9,250	
Assessment Roll	6,000	
Audit Fees	4,000	
Insurance	7,880	
Legal Advertisements	2,000	
Miscellaneous	950	
Postage	250	
Office Supplies	325	
Dues & Subscriptions	175	
Trustee Fee	3,500	
Continuing Disclosure Fee	350	
Website Management	2,000	
TOTAL ADMINISTRATIVE EXPENDITURES	$	75,744	
		
TOTAL EXPENDITURES	$	113,194	
		
REVENUES LESS EXPENDITURES	$	94,137	
		
Bond Payments	(91,800)	
		
BALANCE	$	2,337	
		
County Appraiser & Tax Collector Fee	(4,139)	
Discounts For Early Payments	(8,278)	
		
EXCESS/ (SHORTFALL)	$	(10,080)	
		
Carryover From Prior Year	10,080	
		
NET EXCESS/ (SHORTFALL)	$	-	

DETAILED FINAL BUDGET
CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	
FISCAL YEAR 2022/2023 ACTUAL	
FISCAL YEAR 2023/2024 BUDGET	
FISCAL YEAR 2024/2025 BUDGET	

COMMENTS	
Administrative Assessments	74,654	75,539	69,472	Expenditures Less Interest & Carryover/.94	
Maintenance Assessments	35,149	33,777	39,840	Expenditures/.94	
Debt Assessments	97,660	97,659	97,659	Bond Payments/.94	
Interest Income	3,435	120	360	Interest Projected At $30 Per Month	
TOTAL REVENUES	$	210,898	$	207,095	$	207,331		
					
EXPENDITURES					
MAINTENANCE EXPENDITURES					
Aquatic Maintenance	5,497	3,500	5,500	$2,000 Increase From 2023/2024 Budget	
General Community Maintenance	0	500	500	No Change From 2023/2024 Budget	
Lawn Maintenance	14,164	14,000	15,000	$1,000 Increase From 2023/2024 Budget	
Fountain Maintenance & Upkeep	1,243	5,400	4,400	$1,000 Decrease From 2023/2024 Budget	
Electric/FPL - Fountains	7,447	6,300	10,000	23/24 Expenditure Through March 2024 Is $5,016	
Engineering/Inspections	1,060	1,250	1,250	No Change From 2023/2024 Budget	
Lake Bank - Erosion Control	0	300	300	No Change From 2023/2024 Budget	
Maintenance/Contingency	950	500	500	Maintenance/Contingency	
TOTAL MAINTENANCE EXPENDITURES	$	30,361	$	31,750	$	37,450		
					
ADMINISTRATIVE EXPENDITURES					
Supervisor Fees	825	1,875	1,875	Supervisor Fees	
Payroll Taxes (Employer)	63	145	145	Supervisor Fees * 7.65%	
Management	29,844	30,732	31,644	CPI Adjustment (Capped At 3%)	
Secretarial & Field Operations	5,400	5,400	5,400	No Change From 2023/2024 Budget	
Legal	7,009	9,250	9,250	No Change From 2023/2024 Budget	
Assessment Roll	6,000	6,000	6,000	As Per Contract	
Audit Fees	3,800	3,900	4,000	$100 Increase From 2023/2024 Budget	
Insurance	6,924	7,300	7,880	Fiscal Year 2023/2024 Expenditure Was $7,100	
Legal Advertisements	455	750	2,000	Costs Will Increase Due To Closing Of The Miami Business Review	
Miscellaneous	615	1,000	950	$50 Decrease From 2023/2024 Budget	
Postage	278	250	250	No Change From 2023/2024 Budget	
Office Supplies	210	350	325	$25 Decrease From 2023/2024 Budget	
Dues & Subscriptions	175	175	175	No Change From 2023/2024 Budget	
Trustee Fee	3,500	3,500	3,500	No Change From 2023/2024 Budget	
Continuing Disclosure Fee	350	350	350	No Change From 2023/2024 Budget	
Website Management	2,000	2,000	2,000	No Change From 2023/2024 Budget	
TOTAL ADMINISTRATIVE EXPENDITURES	$	67,448	$	72,977	$	75,744		
					
TOTAL EXPENDITURES	$	97,809	$	104,727	$	113,194		
					
REVENUES LESS EXPENDITURES	$	113,089	$	102,368	$	94,137		
					
Bond Payments	(93,175)	(91,800)	(91,800)	2025 Principal & Interest Payments	
					
BALANCE	$	19,914	$	10,568	$	2,337		
					
County Appraiser & Tax Collector Fee	(1,998)	(4,139)	(4,139)	Two Percent Of Total Assessment Roll	
Discounts For Early Payments	(7,512)	(8,279)	(8,278)	Four Percent Of Total Assessment Roll	
					
EXCESS/ (SHORTFALL)	$	10,404	$	(1,850)	$	(10,080)		
					
Carryover From Prior Year	0	1,850	10,080	Carryover From Prior Year	
					
NET EXCESS/ (SHORTFALL)	$	10,404	$	-	$	-		

DETAILED FINAL DEBT SERVICE FUND BUDGET
CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025
OCTOBER 1, 2024 - SEPTEMBER 30, 2025

REVENUES	FISCAL YEAR 2022/2023 ACTUAL	FISCAL YEAR 2023/2024 BUDGET	FISCAL YEAR 2024/2025 BUDGET	

COMMENTS	

Interest Income	
2,542	
100	
400	
Projected Interest For 2024/2025	

NAV Tax Collection	
93,175	
91,800	
91,800	
Maximum Debt Service Collection	

Total Revenues	
$	95,717	
$	91,900	
$	92,200		

EXPENDITURES					

Principal Payments	
50,000	
54,000	
53,000	
Principal Payments Due In 2025	

Interest Payments	
37,965	
36,040	
34,703	
Interest Payments Due In 2025	

Bond Redemption	
0	
1,860	
4,497	
Estimated Excess Debt Collections	

Total Expenditures	
$	87,965	
$	91,900	
$	92,200		

Excess/ (Shortfall)	
$	7,752	
$	-	
$	-		

Series 2020 Bond Refunding Information

Original Par Amount =	$1,105,000	Annual Principal Payments Due =	May 1st	
Interest Rate =	2.5% - 4%	Annual Interest Payments Due =	May 1st & November 1st	
Issue Date =	October 2020			
Maturity Date =

Par Amount As Of 1/1/24 =	May 2037

$958,000			

Crestview II Community Development District Assessment Comparison

Fiscal Year	Fiscal Year	Fiscal Year	Fiscal Year	
2021/2022	2022/2023	2023/2024	2024/2025	
	Assessment*			Assessment*			Assessment*			Projected Assessment*		

Administrative	
$	618.26	
$	618.17	
$	629.50	
$	
578.94	
Maintenance	$	292.91	$	292.91	$	281.48	$	332.01	
Debt	$	813.83	 $	813.83	 $	813.83	 $	813.83	
Total	$	1,725.00	$	1,724.91	$	1,724.81	$	1,724.78	

* Assessments Include the Following :	 4% Discount for Early Payments
1% County Tax Collector Fee
1% County Property Appraiser Fee
 Community Information:	       Total Units	120

IV

RESOLUTION NO. 2024-05

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT, ESTABLISHING A REGULAR MEETING SCHEDULE FOR FISCAL YEAR 2024/2025 AND SETTING THE TIME AND LOCATION OF SAID DISTRICT MEETINGS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, it is necessary for the Crestview II Community Development District ("District") to establish a regular meeting schedule for fiscal year 2024/2025; and

WHEREAS, the Board of Supervisors (the “Board”) of the District has set a regular meeting schedule, location and time for District meetings for fiscal year 2024/2025 which is attached hereto and made a part hereof as Exhibit “A”.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT, MIAMI-DADE COUNTY, FLORIDA, AS FOLLOWS:

Section 1.   The above recitals are hereby adopted by the Board.

Section 2.  The regular meeting schedule, time and location for meetings for fiscal year 2024/2025 which is attached hereto as Exhibit “A” is hereby adopted and authorized to be published.
PASSED, ADOPTED and BECOMES EFFECTIVE this 24th day of July, 2024.

ATTEST:	CRESTVIEW II
COMMUNITY DEVELOPMENT DISTRICT

By:			By:		 Secretary/Assistant Secretary			Chairperson/Vice Chairperson

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025 REGULAR MEETING SCHEDULE
NOTICE IS HEREBY GIVEN that the Board of Supervisors (the “Board”) of the Crestview II Community Development District (the “District”) will hold Regular Meetings in the Pro Shop Complex Meeting Room located at the Miccosukee Golf and Country Club, 6401 Kendale Lakes Drive, Miami, Florida 33183 at 4:00 p.m. on the following dates:

October 23, 2024
December 5, 2024
February 19, 2025
March 19, 2025
April 23, 2025
May 28, 2025
June 25, 2025
September 24, 2025

The purpose of the meetings is for the Board to consider any District business which may lawfully and properly come before the Board. Meetings are open to the public and will be conducted in accordance with the provisions of Florida law for community development districts. Copies of the Agenda for any of the meetings may be obtained from the District’s website or by contacting the District Manager at (786) 313-3661 and/or toll free at 1-877-737- 4922, prior to the date of the particular meeting.

From time to time one or two Board members may participate by telephone; therefore, a speaker telephone will be present at the meeting location so that Board members may be fully informed of the discussions taking place. Said meeting(s) may be continued as found necessary to a time and place specified on the record.

If any person decides to appeal any decision made with respect to any matter considered at these meetings, such person will need a record of the proceedings and such person may need to insure that a verbatim record of the proceedings is made at his or her own expense and which record includes the testimony and evidence on which the appeal is based.

In accordance with the provisions of the Americans with Disabilities Act, any person requiring special accommodations or an interpreter to participate at any of these meetings should contact the District Manager at (786) 313-3661 and/or toll free at 1-877-737-4922 at least seven (7) days prior to the date of the particular meeting.

Meetings may be cancelled from time to time with no advertised notice.

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT

www.crestview2cdd.org

PUBLISH: MIAMI DAILY BUSINESS REVIEW 00/00/24

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT AUDITOR SELECTION
EVALUATION CRITERIA

Ability of Personnel (10 Points).

(E.g., geographic locations of the firm’s headquarters or permanent office in relation to the project; capabilities and experience of key personnel; evaluation of existing work load; proposed staffing levels, etc.)

Proposer’s Experience (10 Points).

(E.g. past record and experience of the Proposer in similar projects; volume of work previously performed by the firm; past performance for other Community Development Districts in other contracts; character, integrity, reputation of Proposer, etc.)

Understanding of Scope of Work (10 Points).

Extent to which the proposal demonstrates an understanding of the District’s needs for the services requested.

Ability to Furnish the Required Services (10 Points).

Present ability to manage this project and the extent to which the proposal demonstrates the adequacy of Proposer’s financial resources and stability as a business entity necessary to complete the services required (E.g. the existence of any natural disaster plan for business operations).

Price (10 Points).
Points will be awarded based upon the price bid for the rendering of the services and reasonableness of the price to the services.

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT REQUEST FOR PROPOSALS

District Auditing Services for Fiscal Years 2023/2024, 2024/2025 and 2025/2026 With Two Year Option (2026/2027 and 2027/2028)
Miami-Dade County, Florida

CRESTVIEW II COMMUNITY DEVELOPMENT DISTRICT AUDITOR SELECTION INSTRUCTIONS TO PROPOSERS

SECTION 1. DUE DATE. Sealed proposals must be received no later than August 20, 2024 at 4:00 p.m., at the offices of District Manager, located at 2501A Burns Road, Palm Beach Gardens, Florida 33410.

SECTION 2. FAMILIARITY WITH THE LAW. By submitting a proposal, the Proposer is affirming its familiarity and understanding with all federal, state, and local laws, ordinances, rules and regulations that in any manner affect the work. Ignorance on the part of the Proposer will in no way relieve it from responsibility to perform the work covered by the proposal in compliance with all such laws, ordinances and regulations.

SECTION 3. QUALIFICATIONS OF PROPOSER. The contract, if awarded, will only be awarded to a responsible Proposer who is qualified by experience and licensing to do the work specified herein. The Proposer shall submit with its proposal satisfactory evidence of experience in similar work and show that it is fully prepared to complete the work to the satisfaction of the District.

SECTION 4. REJECTION OF PROPOSAL. Proposers shall be disqualified and their proposals rejected if the District has reason to believe that collusion may exist among the Proposers, the Proposer has defaulted on any previous contract or is in arrears on any previous or existing contract, or for failure to demonstrate proper licensure and business organization.

SECTION 5. SUBMISSION OF PROPOSAL. Submit one (1) copy of the Proposal Documents and one digital copy, and other requested attachments at the time and place indicated herein, which shall be enclosed in an opaque sealed envelope, marked with the title “Auditing Services – Crestview II Community Development District” on the face of it.

SECTION 6. MODIFICATION AND WITHDRAWAL.  Proposals may be
modified or withdrawn by an appropriate document duly executed and delivered to the place where proposals are to be submitted at any time prior to the time and date the proposals are due. After proposals are opened by the District, no proposal may be withdrawn for a period of ninety (90) days.

SECTION 7. PROPOSAL DOCUMENTS. The proposal documents shall consist of the notice announcing the request for proposals, these instructions, the Evaluation Criteria Sheet and a proposal with all required documentation pursuant to Section 12 of these instructions (the “Proposal Documents”).

SECTION 8. PROPOSAL. In making its proposal, each Proposer represents that it has read and understands the Proposal Documents and that the proposal is made in accordance therewith.

SECTION 9. BASIS OF AWARD/RIGHT TO REJECT. The District reserves the right to reject any and all proposals, make modifications to the work, and waive any informalities or irregularities in proposals as it is deemed in the best interests of the District.

SECTION 10. CONTRACT AWARD. Within fourteen (14) days of receipt of the Notice of Award from the District, the Proposer shall enter into and execute a Contract (engagement letter) with the District.

SECTION 11. LIMITATION OF LIABILITY. Nothing herein shall be construed as or constitute a waiver of District’s limited waiver of liability contained in section 768.28, Florida Statutes, or any other statute or law.

SECTION 12. MISCELLANEOUS. All proposals shall include the following information in addition to any other requirements of the proposal documents.

List position or title of all personnel to perform work on the District audit. Include resumes or each person listed; list years of experience in present position for each party listed and years of related experience.

Describe proposed staffing levels, including resumes with applicable certifications.

Three references from projects of similar size and scope. The Proposer should include information relating to the work it conducted for each reference as well as a name, address and phone number of a contact person.
SECTION 13. PROTESTS. Any protest regarding the Proposal Documents, must be filed in writing, at the offices of the District Manager, within seventy-two (72) hours after receipt of the Request for Proposals and Evaluation Criteria or other contract documents. The formal protest setting forth with particularity the facts and law upon which the protest is based shall be filed within seven (7) calendar days after the initial notice of protest was filed. Failure to timely file a notice of protest or failure to timely file a formal written protest shall constitute a waiver of any right to object or protest with respect to the aforesaid Request for Proposals, Evaluation Criteria, or other contract documents.

SECTION 14. EVALUATION OF PROPOSALS. The criteria to be used in the evaluation are presented in the Evaluation Criteria Sheet, contained within the Proposal Documents.

SECTION 15. REJECTION OF ALL PROPOSALS. The District reserves the right to reject any and all bids, with or without cause, and to waive technical errors and informalities, as determined to be in the best interests of the District.