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11/18/2019 Agenda The Quarry Community Development District Board of Supervisors George Cingle,Chairman Stanley T.Omland,Vice Chairman Bob Koncar,District Manager Timothy B.Cantell,Assistant Secretary Jere Earlywinc,District Counsel William G.Flister,Assistant Secretary Jeffrey Satfield,District Engineer Lloyd Schliep,Assistant Secretary Meeting Agenda Monday November 18,2019—1:00 p.m. 1. Roll Call 2. Pledge Allegiance 3. Approval of Agenda 4. Public Comments on Agenda Items 5. District Manager's Report A. Approval of the Minutes of October 21, 2019 B. Financial Report i. September 30, 2019 ii. October 31, 2019 C. Check Register and Invoices,October 31,2019 D. Resolution 2020-03,Amending Budget E. Resolution 2020-04,Designating the Secretary F. Motion to Assign Fund Balance G. Ratification of Campus Suite ADA Website Compliance Proposal i. Statutory Website Posting Requirements 6. Attorney's Report 7. Engineer's Report 8. Old Business A. Change orders to Florida Evergreen for Phase II sprinkler revisions B. Discussion on reimbursement payments for home owners C. Discussion on seawall and border edge repairs for Spinner Cove D. Update on Fieldstone drainage project E. Update regarding CDD Supervisor Notebooks&Related Property Ownership Analysis and Maps i. Property Analysis of Seawall and Beach Maintenance Meeting Location: The Quarry Beach Club 875 Kayak Drive Naples,FL 34120 Quarry CDD Meeting Agenda November 18, 2019 Page 2 F. Review of maintenance transition from the QCA, and Ecoharvester discussions G. Lake and Preserve Maintenance RFP—status of RFP submittal&contractor responses to date H. Status of Dock Inspection Quotes 9. New Business A. EJCDC Change Order to Quality Enterprises for Shoreline Repair Project — Phase II B. Purchase Order for#3 Fairway Sod for Shoreline Repair Project—Phase II C. Discussion on Shoreline Repair Project — Phase H walk-through inspection results&close-out D. Purchase Orders for sampling excavator services from Quality Enterprises and ECS E. Status of Assumption of Seawall and Beach Maintenance by CDD F. Discussion of Agenda Package Distribution by Fedex 10.Supervisors Requests 11.Audience Comments 12.Adjournment Next meeting: Monday December 16,2019 Meeting Location: The Quarry Beach Club 875 Kayak Drive Naples,FL 34120 .4„ Ntpjr!i kuI r LL PART OF THE USA TODAY NETWORK Published Daily Naples, FL 34110 NOTICE OF MEETINGS THE QUARRY INFRAMARK COMMUNITY DEVELOPMENT 210 N UNIVERSITY DR#702 DISTRICT The Board of Supervisors of The Quarry Community Devol- CORAL SPRINGS,FL 33071-7320 opment District will hold their meetings for Fiscal Year 2020 on the third Monday of every month at 1:00 p.m. at The Affidavit of Publication Quarry Beach Club located at STATE OF WISCONSIN Florida975Ko 34120, on tak he le , COUNTY OF BROWN ing dates: October 21,2019 Before the undersigned they serve as the authority, November 18,2019 December personally appeared said legal clerk who on oath says that January 22,2020(Wednesday) he/she serves as Legal Clerk of the Naples Daily News, a February 19,2020(Wednes- da daily newspaper published at Naples, in Collier County, March 16,2020 Florida; distributed in Collier and Lee counties of Florida; April 20,2020 that the attached copyof the advertisingwaspublished in May 1 15,2 0 June 2020 said newspaper on dates listed. Affiant further says that the July 20,2020 17 2020 said Naples Daily News is a newspaper published at S pteember21 ,2020 Naples, in said Collier County, Florida, and that the said newspaper has heretofore been continuouslypublished in There maymbe upesions when one or more Supervisors may said participate via telephone. at- Collier County, Florida; distributed in Collier and Lee Any Interested persongcan e tend the meeting at the counties of Florida, each day and has been entered as above location and be fully in- k- second class mail matter at the post office in Naples, in ing pa of. the edtingssimaons t be ins place. Meetings may be said Collier County, Florida, for a period of one year next contnued to a date, time and lopreceding the firstpublication of the attached copy of recordcodn to thebe eed on the p g at meetings with- advertisement; and affant further says that he has neither out additional publication of paid nor promised any person, or corporation any discount, notice. rebate, commission or refund for the purpose of securing Any person requiring special this advertisement for publication in the said newspaper. meeings accommodations at these meetings because of a disabil- ity or physical impairment Published:October 7,2019 should contact the District 01- lice at (954) 603-0033 at least 48 hours prior the meeting. II IF you are hearing or speech impaired, please contact the Florida Relay Service at 7-1-1. Subscribed and sworn to before on October 7.2019: or 800-955-8771 (TTV)/600- 955-8770 (Voice), for aid in contacting the District Office. Each person who decides to appeal any action taken by .1) t.a c. '1'V1 ',et the Board at these meetings is advised that person will need Notary,State of VVI,County of Brown a record of the proceedings and accordingly, the person ^_- may need to ensure a verba- 1 A Ft A M C)N D L O C.H tim record of the proceedings Notary t'r.tblie is made, including the testi- mony and evidence upon Stete hi VVisconoir' which such appeal is to be based Bob Koncar Manager My commission expires August 6,2021Pub Date: Oct 7,2019 1/3600691 Publication Cost:$262.50 Ad No 0003800591 Customer No:14'.5307 PO 8: Agenda Page 20 Quarry Community Development District Financial Report September 30, 2019 ( ) INFRAMASERVICE,FCRvM QUARRY Agenda Page 21 Community Development District Table of Contents FINANCIAL STATEMENTS Balance Sheet-All Funds Page 1 Statement of Revenues,Expenditures and Changes in Fund Balance General Fund Page 2 Debt Service Fund(s) Pages 3-5 Capital Projects Fund(s) Pages 6-7 SUPPORTING SCHEDULES Special Assessments-Collection Schedule Page 8 Cash and Investment Report Page 9 Bank Reconciliation Page 10 Check Register Page 11 Agenda Page 22 Quarry Community Development District Financial Statements (Unaudited) September 30, 2019 QUARRY Agenda Page 23 Community Development District Governmental Funds Balance Sheet September 30,2019 SERIES SERIES SERIES 2015 SERIES SERIES 2019 2018 2019 DEBT 2018 DEBT DEBT CAPITAL CAPITAL GENERAL SERVICE SERVICE SERVICE PROJECTS PROJECTS ACCOUNT DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL ASSETS Cash-Checking Account $ 384,984 $ - $ - $ - $ - $ - $ 384,984 Due From Other Funds 6,008 1,658 - - - 7,666 Investments. Acquisition Fund - - - - 51 - 51 Capitalized Interest Account - - - 72,572 - - 72,572 Prepayment Account - - 7,957 - - - 7,957 Renewal&Replacement - - - - - 3,083,767 3,083,767 Reserve Fund - 463,807 90,107 - - - 553,914 Revenue Fund - 371,563 227,780 - - - 599,343 TOTAL ASSETS $ 384,984 $ 841,378 $ 327,502 $ 72,572 $ 51 $ 3,083,767 $ 4,710,254 LIABILITIES Accounts Payable $ 9,729 $ - $ - $ - $ - $ - $ 9,729 Accrued Expenses - - - - - 330,850 330,850 Due To Other Funds 7,666 - - - - - 7,666 TOTAL LIABILITIES 17,395 - - - - 330,850 348,245 FUND BALANCES Restricted for: Debt Service - 841,378 327,502 72,572 - - 1,241,452 Capital Projects - - - - 51 2,752,917 2,752,968 Unassigned: 367,589 - - - - - 367,589 TOTAL FUND BALANCES $ 367,589 $ 841,378 $ 327,502 $ 72,572 $ 51 $ 2,752,917 $ 4,362,009 TOTAL LIABILITIES 8 FUND BALANCES $ 384,984 $ 841,378 $ 327,502 $ 72,572 $ 51 $ 3,083,767 $ 4,710,254 Page 1 QUARRY Agenda Page 24 Community Development District General Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending September 30,2019 ANNUAL YTO ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($1 ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ - $ - 0.00% Special Assmnts-Tax Collector 149,801 149,801 149,804 3 100.00% Special Assmnts-Discounts (5,992) (5,992) (5,492) 500 91.66% Settlements - - 387,000 387,000 0.00% Other Miscellaneous Revenues - - 22,541 22,541 0.00% TOTAL REVENUES 143,809 143,809 663,863 410,044 386.13% EXPENDITURES Adm inistration ProfServ-Arbitrage Rebate 600 600 500 100 83.33% ProfServ-Engineering 25,000 25,000 38,998 (13,998) 155.99% ProfServ-Legal Services 14,000 14,000 33,075 (19,075) 236.25% ProfSery-Legal Litigation - - 27,288 (27,288) 0.00% ProfServ-Mgmt Consulting Sery 36,640 38,640 • 38,640 - 100.00% ProfServ-Other Legal Charges - - 2,150 (2,150) 0.00% ProfServ-Special Assessment 5,000 5,000 5,000 - 100.00% ProfSery-Trustee Fees 9,000 9,000 8,734 266 97.04% ProfServ-Consultants - - 8,154 (8,154) 0.00% ProfServ-Web Site Maintenance 1,500 1,500 1,500 - 100.00% Auditing Services 4,300 4,300 5,050 (750) 117.44% Postage and Freight 650 650 2,104 (1,454) 323.69% Insurance-General Liability 7,512 7,512 5,500 2,012 73.22% Legal Advertising 1,400 1,400 11,348 (9,948) 810,57% Miscellaneous Services 1,500 1,500 - 1,500 0,00% Misc-Bank Charges 500 500 328 172 65,60% Misc-Assessmnt Collection Cost 5,243 5,243 2,886 2,357 55.04% Misc-Contingency - - 2,262 (2,262) 0.00% Office Supplies 700 700 3,184 (2,484) 454.86% Annual District Filing Fee 175 175 175 - 100.00% Total Administration 115,720 115,720 196,876 (81,156) 170.13% Field REM-Street Signs - - 1,830 (1,830) 0.00% Miscellaneous Maintenance - - 7,688 (7,688) 0.00% Reserve-Other 28,089 28,089 - 28,089 0.00% Total Field 28,089 28,089 9,518 18,571 33.89% TOTAL EXPENDITURES 143,809 143,809 206,394 (62,585) n/a Excess(deficiency)of revenues Over(under)expenditures - - 347,459 347,459 0.00% Net change in fund balance $ - $ - $ 347,459 $ 347,459 0.00% FUND BALANCE,BEGINNING(OCT 1,2018) 20,130 20,130 20,130 FUND BALANCE,ENDING $ 20,130 $ 20,130 $ 367,589 Page 2 QUARRY Agenda Page 25 Community Development District 201-Series 2015 Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ 100 $ 100 $ 2,956 $ 2,856 2956.00% Special Assmnts-Tax Collector 1,239,460 1,239,460 1239,450 (10) 100.00% Special Assmnts-Discounts (49,578) (49,578) (45,444) 4,134 91.66% TOTAL REVENUES 1,189,982 1,189,982 1,196,962 6,980 100.59% EXPENDITURES Administration Misc-Assessmnt Collection Cost 43,381 43,381 23,880 19,501 55.05% Total Administration 43,381 43,381 23,880 19,501 55.05% Debt Service Principal Debt Retirement 565,000 565,000 565,000 - 100.00% Principal Prepayments - - 30,000 (30,000) 0.00% Interest Expense 575,438 575,438 585,322 (9,884) 101.72% Total Debt Service 1,140,438 1,140,438 1,180,322 (39,884) 103.50% TOTAL EXPENDITURES 1,183,819 1,183,819 1,204,202 (20,383) 101.72% Excess(deficiency)of revenues Over(under)expenditures 6,163 6,163 (7,240) (13,403) n/a OTHER FINANCING SOURCES(USESI Contribution to(Use of)Fund Balance 6,163 - - - 0.00% TOTAL FINANCING SOURCES(USES) 6,163 • - 0.00% Net change in fund balance $ 6,163 $ 6,163 $ (7,240) $ (13,403) n/a FUND BALANCE,BEGINNING(OCT 1,2018) 848,618 848,618 848,618 FUND BALANCE,ENDING $ 854,781 $ 854,781 $ 841,378 Page 3 QUARRY Agenda Page 26 Community Development District 202-Series 2018 Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 534 $ 534 0.00% Special Assmnts-Tax Collector 323,010 323,010 322,802 (208) 99.94% Special Assmnts-Prepayment - - 7,060 7,060 0.00% Special Assmnts-Discounts (12,920) (12,920) (11,835) 1,085 91.60% TOTAL REVENUES 310,090 310,090 318,561 8,471 102.73% EXPENDITURES Administration Misc-Assessmnt Collection Cost 11,305 11,305 6,219 5,086 55.01% Total Administration 11,305 11,305 6,219 5,086 55.01% Debt Service Principal Debt Retirement 139.694 139,694 - 139.694 0.00% Principal Prepayments - - 5,000 (5,000) 0.00% Interest Expense 158,553 158,553 75,765 82,788 47.79% Total Debt Service 298,247 298,247 80,765 217,482 27.08% TOTAL EXPENDITURES 309,552 309,552 86,984 222,568 28.10% Excess(deficiency)of revenues Over(under)expenditures 538 538 231,577 231,039 n/a OTHER FINANCING SOURCES(USES) Contribution to(Use of)Fund Balance 538 - - - 0.00% TOTAL FINANCING SOURCES(USES) 538 - 0.00% Net change in fund balance $ 538 $ 538 $ 231,577 $ 231,039 n/a FUND BALANCE,BEGINNING(OCT 1,2018) 95,925 95,925 95,925 FUND BALANCE,ENDING $ 96,463 $ 96,463 $ 327,502 Page 4 QUARRY Agenda Page 27 Community Development District 203-Series 2019 Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 360 $ 360 0.00% TOTAL REVENUES - - 360 360 0.00% EXPENDITURES TOTAL EXPENDITURES - - - - 0.00% Excess(deficiency)of revenues Over(under)expenditures - - 360 360 0.00% OTHER FINANCING SOURCES(USES) Loan/Note Proceeds - - 72,212 72,212 0.00% TOTAL FINANCING SOURCES(USES) - - 72,212 72,212 0.00% Net change in fund balance $ - $ - $ 72,572 $ 72,572 0.00% FUND BALANCE,BEGINNING(OCT 1,2018) - - - FUND BALANCE,ENDING $ - $ - $ 72,572 Page 5 QUARRY Agenda Page 28 Community Development District 301-Series 2018 Capital Projects Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ASA%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 9 $ 9 0.00% TOTAL REVENUES - - 9 9 0.00% EXPENDITURES Construction In Progress Construction in Progress - - 230,641 (230,641) 0.00% Total Construction In Progress - - 230,641 (230,641) 0.00% TOTAL EXPENDITURES - - 230,641 (230,641) 0.00% Excess(deficiency)of revenues Over(under)expenditures - - (230,632) (230,632) 0.00% OTHER FINANCING SOURCES(USES) Loan/Note Proceeds - - 337,687 337,687 0.00% TOTAL FINANCING SOURCES(USES) - - 337,687 337,687 0.00% Net change in fund balance $ - $ - $ 107,055 $ 107,055 0.00% FUND BALANCE,BEGINNING(OCT 1,2018) - (107,004) FUND BALANCE,ENDING $ - $ - $ 51 Page 6 QUARRY Agenda Page 29 Community Development District 302-Series 2019 Capital Projects Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending September 30,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 16,229 $ 16,229 0.00% TOTAL REVENUES - - 16,229 16,229 0.00% EXPENDITURES Physical Environment Cost of Issuance - - 136,084 (136,084) 0.00% Total Physical Environment - - 136,084 (136,084) 0.00% Construction In Progress Construction in Progress - - 563,312 (563,312) 0.00% Total Construction In Progress - 563,312 (563,312) 0.00% TOTAL EXPENDITURES - - 699,396 (699,396) 0.00% Excess(deficiency)of revenues Over(under)expenditures - - (683,167) (683,167) 0.00% OTHER FINANCING SOURCES(USESI Loan/Note Proceeds - - 3,436,084 3,436,084 0.00% TOTAL FINANCING SOURCES(USES) - - 3,436,084 3,436,084 0.00% Net change in fund balance $ - $ - $ 2,752,917 $ 2,752,917 0.00% FUND BALANCE,BEGINNING(OCT 1,2018) - - - FUND BALANCE,ENDING $ - $ - $ 2,752,917 Page 7 Agenda Page 30 Quarry Community Development District Supporting Schedules September 30, 2019 QUARRY Agenda Page 31 Community Development District All Funds Non-Ad Valorem Special Assessments-Collier County Tax Collector (Monthly Collection Distributions) For the Fiscal Year Ending September 30, 2019 ALLOCATION BY FUND Discount I Gross Series 2015 Series 2018 Date Net Amount (Penalties) Collection Amount General Debt Service Debt Service Received Received Amount Cost Received Fund Fund Fund Assessments Levied FY 2018 $ 1,712,071 $ 149,805 $ 1,239,461 $ 322,805 Allocation% 100.00% 8.75% 72.40% 18.85% 11/07/18 $ 8,057 $ 456 $ 164 $ 8,677 $ 759 $ 6,281 $ 1,636 11/15/18 193,016 8,207 3,939 205,162 17,951 148,528 38,683 11/29/18 614,867 26,142 12,548 653,557 57,186 473,146 123,226 12/07/18 378,417 16,089 7,723 402,229 35,195 291,196 75,839 12/21/18 215,991 8,791 4,408 229,190 20,054 165,923 43,213 12/21/18 1,007 32 21 1,060 93 767 200 01/24/19 86,907 2,473 1,774 91,153 7,976 65,991 17,187 01/24/19 3,572 113 73 3,758 329 2,720 708 02/21/19 44,644 804 911 46,359 4,056 33,562 8,741 03/29/19 34,784 100 710 35,595 3,115 25,769 6,711 03/29/19 1,252 - 26 1,278 112 925 241 04/25/19 20,468 (142) 418 20,743 1,815 15,017 3,911 04/25/19 3,469 - 71 3,540 310 2,563 667 05/23/19 1,635 (49) 33 1,620 142 1,173 305 06/17/19 1,635 (49) 33 1,620 142 1,173 305 06/17/19 6,579 (196) 134 6,518 570 4,719 1,229 TOTAL $1,616,299 $ 62,772 $ 32,986 $ 1,712,056 $ 149,804 $ 1,239,450 $ 322,802 %COLLECTED 100.00% 100.00% 100.00% 100.00% Report Date: 11/11/2019 Page 8 QUARRY Agenda Page 32 Community Development District Cash &Investment Report September 30,2019 ACCOUNT NAME BANK NAME YIELD BALANCE OPERATING FUND Operating-Checking Account Hancock Whitney 0.00% 384,984 Subtotal 384,984 DEBT SERVICE AND CAPITAL PROJECT FUNDS Series 2015 Reserve Acct U.S Bank 0.05% 463,807 Series 2015 Revenue Fund U.S. Bank 0.05% 371,563 Series 2018 Prepayment Acct U.S. Bank 0.05% 7,957 Series 2018 Reserve Acct U.S. Bank 0.05% 90,107 Series 2018 Revenue Acct U.S. Bank 0.05% 227,780 Series 2019 Capitalized Interest Acct Hancock Whitney 0.00% 72,572 Series 2018 Acquisition&Construction Acct U.S. Bank 0.05% 51 Series 2019 Capital Renewal&Replacement Acct Hancock Whitney 0.00% 3,083,767 Subtotal 4,317,605 Total $ 4,702,589 Report Date: 11/12/2019 Page 9 Quarry CDD Agenda Page 33 Bank Reconciliation Bank Account No. 3489 Hancock&Whitney Bank General Fund Statement No. 09-19 A Statement Date 9/30/2019 G/L Balance(LCY) 384,984.05 Statement Balance 406,104.65 G/L Balance 384,984.05 Outstanding Deposits 0.00 Positive Adjustments 0.00 Subtotal 406,104.65 Subtotal 384,984.05 Outstanding Checks 21,120.60 Negative Adjustments 0.00 Differences 0.00 Ending G/L Balance 384,984.05 Ending Balance 384,984.05 Difference 0.00 Posting Document Document Cleared Date Type No. Description Amount Amount Difference Outstanding Checks 9/30/2019 JE000054 BANK REC ADJ-CK#7076### 5,775.00 0.00 5,775.00 9/30/2019 JE000055 BANK REC ADJ-CK#70774# 5,250.00 0 00 5,250.00 9/30/2019 JE000050 BANK REC ADJ-CK#7078### 1,176.00 0.00 1,176.00 9/30/2019 3E000057 BANK REC ADJ-CK#7079### 8,919.60 0 00 8,919.60 Total Outstanding Checks 21,120.60 21,120.60 Page 10 M m co co X co N 0 N 61 0 (7 0 N 0 00 N Q 9 O 0 0 0 N Y07 N 0) )OO) 0)) 7 U) 0 O O '- N V N , M NN0 N Q) O ((00 N N 0) '2 2 Lo O f00 ra 2 * CO 01 £ O co - C) ) '0 N O O LL mm2 e- .N UN 2 •0 z ¢ O 0 7 (n O 0 .tY O 0 � 2 0 N C O O o to C co 2 a �'i ¢ 13 o lu w `0 ,5 o C Oorn 76 up N y E. 50 C0 FJ NJU dN .9 r NV 'd' C (2 N O N W N U) 0 00 E N 1 op N , O) U Ute) 0 0 7 7 N si C -OO N # .O U ... O 01 U C C O m C Q G) T L a 4a N O -M N• .- (1) w .n 3 LL E Li d Vd c C a) c 8 E d E V• o zE ° ' ro CCE C. Q p 2 C L O N E O ° N i` U @ IZ G 2 U C W m 8 2 [n y O $ -i 7 E ZI 0) 0) 0) 0) m 0) 0) 0) NQNNNNNN0N COI C) 0) 0 0) OO 0) CO 0 0 0 0 0 0 0 0 0Cr (0 0) 12 t- rN rM v 0 0 0 0 0 0 0 0 0 ` n r- r- r r h I- p O O O O U UUUUytN4) 0 0) G) N 0) UU00- UUU U U U U a, I-' E E E E E E E E E a a a a a a a a a E E m m E E m E m _too N L co � � 10 J )A 2 I N U '- a Page 11 Agenda Page 36 Quarry Community Development District Financial Report October 31, 2019 (6) INFRAMARK 4'4." IN=FASIRJGI UHG MANA�::M�N'i SFFVI<F.5 QUARRY Agenda Page 37 Community Development District Table of Contents FINANCIAL STATEMENTS Balance Sheet-All Funds Page 1 Statement of Revenues,Expenditures and Changes in Fund Balance General Fund Page 2 Debt Service Fund(s) Pages 3-5 Capital Projects Fund(s) Pages 6-7 SUPPORTING SCHEDULES Special Assessments-Collection Schedule Page 8 Cash and Investment Report Page 9 Bank Reconciliation Page 10 Payment Register by Bank Account&Invoices Pages 11 -25 Agenda Page 38 Quarry Community Development District Financial Statements (Unaudited) October 31, 2019 QUARRY Agenda Page 39 Community Development District Governmental Funds Balance Sheet October 31,2019 SERIES SERIES SERIES 2019 SERIES 2018 SERIES 2019 2015 DEBT 2018 DEBT DEBT CAPITAL CAPITAL GENERAL SERVICE SERVICE SERVICE PROJECTS PROJECTS ACCOUNT DESCRIPTION FUND FUND FUND FUND FUND FUND TOTAL ASSETS Cash-Checking Account $ 387,120 $ - $ - $ - $ - $ - $ 387,120 Due From Other Funds - 11,484 3,081 2,179 - - 16,744 Investments: Acquisition Fund - - - - 51 - 51 Capitalized Interest Account - - - 72,675 - - 72,675 Prepayment Account - - 7,957 - - - 7,957 Renewal&Replacement - - - - - 2.757,305 2,757,305 Reserve Fund - 463,877 90,108 - - - 553,985 Revenue Fund - 371,619 227,814 - - - 599,433 Prepaid Items 3,858 - - - - - 3,858 TOTAL ASSETS $ 390,978 $ 846,980 $ 328,960 $ 74,854 $ 51 $ 2,757,305 $ 4,399,128 LIABILITIES Accounts Payable $ 8,145 $ - $ - $ - $ - $ - $ 8,145 Due To Other Funds 16,744 - - - - - 16,744 TOTAL LIABILITIES 24,889 - - - - - 24,889 FUND BALANCES Nonspendable: Prepaid Items 3,858 - - - - 3,858 Restricted for: Debt Service - 846,980 328,960 74,854 - - 1,250,794 Capital Projects - - - - 51 2,757,305 2,757,356 Unassigned: 362,231 - - - - - 362,231 TOTAL FUND BALANCES $ 366,089 $ 846,980 $ 328,960 $ 74,854 $ 51 $ 2,757,305 $ 4,374,239 TOTAL LIABILITIES&FUND BALANCES $ 390,978 $ 846,980 $ 328,960 $ 74,854 $ 51 $ 2,757,305 $ 4,399,128 Page 1 QUARRY Agenda Page 40 Community Development District General Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending October 31,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(6) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ - $ - 0.00% Special Assmnts-Tax Collector 579,497 - 2,758 2,758 0.48% Special Assmnts-Discounts (23,180) - (145) (145) 0.63% TOTAL REVENUES 556,317 - 2,613 2,613 0,47% EXPENDITURES Administration P/R-Board of Supervisors 12,000 1,000 - 1,000 0,00% FICA Taxes 960 77 - 77 0 00% ProfServ-Arbitrage Rebate 600 - - - D.00% ProfServ-Engineering 45,000 3,750 - 3,750 0.00% ProfServ-Legal Services 30,000 2,500 - 2,500 0.00% ProfServ-Legal Litigation 150,000 12,500 - 12,500 0.00% ProfSery-Mgmt Consulting Sery 70,000 5,833 3,858 1,975 5.51% ProfServ-Special Assessment 5,000 - - - 0.00% ProfServ-Trustee Fees 12,000 - - - 0.00% ProfServ-Web Site Maintenance 1,500 125 - 125 0.00% Auditing Services 5,500 - - - 0.00% Postage and Freight 900 75 - 75 0.00% Insurance-General Liability 7,500 7,500 - 7,500 0.00% Legal Advertising 1,400 - - 0.00% Miscellaneous Services 2,000 167 - 167 0,00° Misc-Bank Charges 500 42 28 14 5.60% Misc-Assessmnt Collection Cost 20,282 - 52 (52) 0.26% Office Supplies 1,000 83 - 83 0.00% Annual District Filing Fee 175 175 175 - 100.00% Total Administration 366,317 33,827 4,113 29,714 1.12% Field Lake&Preserve Maintenance 140,000 11,667 - 11.667 0.00% Reserve-Other 50,000 - - - 0.00% Total Field 190,000 11,667 - 11,667 0.00% TOTAL EXPENDITURES 666,317 45,494 4,113 41,381 0.74% Excess(deficiency)of revenues Over(under)expenditures - (45,494) (1,500) 43,994 0.00% Net change in fund balance $ - $ (45,494) $ (1,500) $ 43,994 0.00% FUND BALANCE,BEGINNING(OCT 1,2019) 367,589 367,589 367,589 FUND BALANCE,ENDING $ 367,589 $ 322,095 $ 366,089 Page 2 QUARRY Agenda Page 41 Community Development District 201-Series 2015 Debt Service Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending October 31,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(5) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ 100 $ 8 $ 126 $ 118 126.00% Special Assmnts-Tax Collector 1,239,460 - 5,898 5,898 0.48% Special Assmnts-Discounts (49,578) - (310) (310) 0.63% TOTAL REVENUES 1,189,982 8 5,714 5,706 0.48% EXPENDITURES Administration Misc-Assessmnt Collection Cost 43,361 - 112 (112) 0.260/ Total Administration 43,381 - 112 (112) 0.26% Debt Service Principal Debt Retirement 590,000 - - - 0 00% Interest Expense 551,449 - - - 0.00 Total Debt Service 1,141,449 - - - 0.00% TOTAL EXPENDITURES 1,184,830 - 112 (112) 0.01% Excess(deficiency)of revenues Over(under)expenditures 5,152 8 5,602 6,594 n/a OTHER FINANCING SOURCES(USES) Contribution to(Use of)Fund Balance 5,152 - - - 0.00% TOTAL FINANCING SOURCES(USES) 5,152 - - - 0.00% Net change in fund balance $ 5,152 $ 8 $ 5,602 5 5,594 n/a FUND BALANCE,BEGINNING(OCT 1,2019) 841,378 841,378 841,378 FUND BALANCE,ENDING $ 846,530 $ 841,386 $ 846,980 Page 3 QUARRY Agenda Page 42 Community Development District 202-Series 2018 Debt Service Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending October 31,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(9) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 34 $ 34 0.00% Spec.-alAssmnts-Tax Collector 322,804 - 1,533 1,533 0.47% Special Assmnts-Discounts (12,912) - (80) (80) 0.62% TOTAL REVENUES 309,892 - 1,487 1,487 0.48% EXPENDITURES Administration Misc-Assessmnt Collection Cost 11,298 - 29 (29) 0.26% Total Administration 11,298 - 29 (29) 0.26% Debt Service Principal Debt Retirement 195,184 - - - 0.00% Interest Expense 102,062 - - - 0.00% Total Debt Service 297,246 - - - 0.00% [TOTAL EXPENDITURES 308,544 - 29 (29) 0.01% Excess(deficiency)of revenues Over(unde,)expenditures 1,348 - 1,458 1,458 n/a OTHER FINANCING SOURCES(USES) Contribution to(Use of)Fund Balance 1,348 - - - 0.00% 'TOTAL FINANCING SOURCES(USES) 1,348 - - - 0.00% Net change in fund balance $ 1,348 $ - $ 1,458 $ 1,458 n/a FUND BALANCE,BEGINNING(OCT 1,2019) 327,602 - 327,502 FUND BALANCE,ENDING $ 328,850 $ - $ 328,960 Page 4 QUARRY Agenda Page 43 Community Development District 203-Series 2019 Debt Service Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending October 31,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(9) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 102 $ 102 0.00% Special Assmnts-Tax Collector 493,118 - 2,347 2,347 0.48% Special Assmnts-Discounts (19,725) - (123) (123) 0.62% TOTAL REVENUES 473,393 • 2,326 2,326 0.49% EXPENDITURES Administration Misc-Assessmnt Collection Cost 17,259 - 44 (44) 0.25% Total Administration 17,259 - 44 (44) 0.25% Debt Service Principal Debt Retirement 292,227 - - - 0.00% Interest Expense 163,907 - - - 0.00% Total Debt Service 456,134 - - - 0.00% TOTAL EXPENDITURES 473,393 - 44 (44) 0.01% Excess(deficiency)of revenues Over(under)expenditures - - 2,282 2,282 0.00% Net change in fund balance $ - $ - $ 2,282 $ 2,282 0,00% FUND BALANCE,BEGINNING(OCT 1,2019) 72,572 - 72,672 FUND BALANCE,ENDING $ 72,672 $ - $ 74,854 Page 5 QUARRY Agenda Page 44 Community Development District 301 -Series 2018 Capital Projects Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending October 31,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(S) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ - $ - 0.00% TOTAL REVENUES - - - - 0.00% EXPENDITURES TOTAL EXPENDITURES - - - 0.00% Excess(deficiency)of revenues Over(under)expenditures - - - - 0.00% Net change in fund balance $ - $ - $ - $ - 0.00% FUND BALANCE,BEGINNING(OCT 1,2019) - - 61 FUND BALANCE,ENDING $ - $ - $ 61 Page 6 QUARRY Agenda Page 45 Community Development District 302-Series 2019 Capital Projects Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending October 31,2019 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(8) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ - $ - $ 4,388 $ 4,388 0.00% TOTAL REVENUES - - 4,388 4,388 0.00% EXPENDITURES TOTAL EXPENDITURES - - - - 0.00% Excess(deficiency)of revenues Over(under)expenditures - - 4,388 4,388 0.00% Net change in fund balance $ - $ - $ 4,388 $ 4,388 0.00% FUND BALANCE,BEGINNING(OCT 1,2019) - - 2,752,917 FUND BALANCE,ENDING $ - $ - $ 2,757,306 Page 7 Agenda Page 46 Quarry Community Development District Supporting Schedules October 31, 2019 QUARRY Agenda Page 47 Community Development District All Funds Non-Ad Valorem Special Assessments-Collier County Tax Collector (Monthly Collection Distributions) For the Fiscal Year Ending September 30,2020 ALLOCATION BY FUND Discount/ Gross Series 2015 Series 2018 Series 2019 Date Net Amount (Penalties) Collection Amount General Debt Service Debt Service Debt Service Received Received Amount Cost Received Fund Fund Fund Fund Assessments Levied FY 2019 $ 2,634,211 $ 579,501 $ 1,239,461 $ 322,125 $ 493,125 Allocation% 100.00% 22.00% 47.05% 12.23% 18.72% Real Estate-Installment 10/31/19 $ 11,639 $ 658 $ 238 $ 12,535 2,758 5,898 1,533 2,347 TOTAL 11,639 658.08 237.53 12,535 2,758 5,898 1,533 2,347 %COLLECTED 0.48% 0.48% 0.48% 0.48% 0.48% TOTAL OUTSTANDING 2,621,677 576,743 1,233,563 320,592 490,778 Report Date: 11/12/2019 Page 8 QUARRY Agenda Page 48 Community Development District Cash &Investment Report October 31, 2019 ACCOUNT NAME BANK NAME YIELD BALANCE OPERATING FUND Operating-Checking Account Hancock Whitney 0.00% 387,120 Subtotal 387,120 DEBT SERVICE AND CAPITAL PROJECT FUNDS Series 2015 Reserve Acct U.S.Bank 0.05% 463,877 Series 2015 Revenue Fund U.S.Bank 0.05% 371,619 Series 2018 Prepayment Acct U.S.Bank 0.05% 7,957 Series 2018 Reserve Acct U.S.Bank 0.05% 90,108 Series 2018 Revenue Acct U.S.Bank 0.05% 227,814 Series 2019 Capitalized Interest Acct Hancock Whitney 0.00% 72,675 Series 2018 Acquisition&Construction Acct U.S.Bank 0.05% 51 Series 2019 Capital Renewal&Replacement Acct Hancock Whitney 0.00% 2,757,305 Subtotal 3,991,407 Total $ 4,378,527 Report Date: 11/12/2019 Page 9 Quarry CDD Agenda Page 49 Bank Reconciliation Bank Account No. 3489 Hancock&Whitney Bank General Fund Statement No. 10-19 B Statement Date 10/31/2019 GIL Balance(LCY) 387,119.95 Statement Balance 390,677.24 GIL Balance 387,119.95 Outstanding Deposits 0.00 Positive Adjustments 0.00 Subtotal 390,677.24 Subtotal 387,119.95 Outstanding Checks 3,557.29 Negative Adjustments 0.00 Differences 0.00 Ending GIL Balance 387,119.95 Ending Balance 367,119.95 Difference 0.00 Posting Document Document Cleared Date Type No. Description Amount Amount Difference Outstanding Checks 10/24/2019 Payment 8001 DEPT OF ECONOMIC OPPORTUNITY 175.00 0.00 175.00 10/24/2019 Payment 8004 HOPPING GREEN&SAMS 2,882.29 0.00 2,882.29 10/28/2019 Payment 8007 DISASTER LAW&CONSULTING,LLC 500.00 0.00 500.00 Total Outstanding Checks 3,557.29 3,557.29 Page 10 Agenda Page 67 BUDGET AMENDMENT RESOLUTION 2020-03 A BUDGET AMENDMENT AMENDING THE QUARRY COMMUNITY DEVELOPMENT DISTRICT GENERAL FUND BUDGET FOR FISCAL YEAR 2019 WHEREAS, the Board of Supervisors, hereinafter referred to as the "Board", of Quarry Community Development District, hereinafter referred to as "District", adopted a General Fund Budget for Fiscal Year 2019, and WHEREAS, the Board desires to reallocate funds budgeted to re- appropriate Revenues and Expenses approved during the Fiscal Year. NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF QUARRY COMMUNITY DEVELOPMENT DISTRICT THE FOLLOWING: 1. The General Fund is hereby amended in accordance with Exhibit"A" attached. 2. This resolution shall become effective this 18th day of November 2019 and be reflected in the monthly and Fiscal Year End 9/30/2019 Financial Statements and Audit Report of the District. QUARRY Community Development District By: George Cingle, Chairman Attest: By: Bob Koncar, Secretary QUARRY Agenda Page 68 Community Development District General Fund Fund Proposed Budget Amendment For the Period Ending September 30, 2019 Exhibit"A" CURRENT PROPOSED FINAL YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET AMENDMENT BUDGET ACTUAL FAV(UNFAV) REVENUES Interest-Investments $ - $ - $ - $ - $ Special Assmnts-Tax Collector 149,801 - 149,801 149,804 3 Special Assmnts-Discounts (5,992) - (5,992) (5,492) 500 Settlements - 387,000 387,000 387,000 - Other Miscellaneous Revenues - - - 22,541 22,541 TOTAL REVENUES 143,809 387,000 530,809 553,853 23,044 EXPENDITURES Administration ProfServ-Arbitrage Rebate 600 - 600 500 100 ProfServ-Engineering 25,000 - 25,000 38,998 (13,998) ProfServ-Legal Services 14,000 - 14,000 33,075 (19,075) ProfSery-Legal Litigation - - - 27,288 (27,288) ProfServ-Mgmt Consulting Sery 38,640 - 38,640 36,640 - ProfServ-Other Legal Charges - - - 2,150 (2,150) ProfServ-Special Assessment 5,000 - 5,000 5,000 - ProfServ-Trustee Fees 9,000 - 9,000 8,734 266 ProfServ-Consultants - - - 8,154 (8,154) ProfServ-Web Site Maintenance 1,500 - 1,500 1,500 - Auditing Services 4,300 - 4,300 5,050 (750) Postage and Freight 650 - 650 2,104 (1,454) Insurance-General Liability 7,512 - 7,512 5,500 2,012 Legal Advertising 1,400 - 1,400 11,348 (9,948) Miscellaneous Services 1,500 - 1,500 - 1,500 Misc-Bank Charges 500 - 500 328 172 Misc-Assessmnt Collection Cost 5,243 - 5,243 2,886 2,357 Misc-Contingency - 80,000 80,000 2,262 77,738 Office Supplies 700 - 700 3,184 (2,484) Annual District Filing Fee 175 - 175 175 - Total Administration 115,720 80,000 195,720 196,876 (1,156) Field R&M-Street Signs - - - 1,830 (1,830) Miscellaneous Maintenance - - - 7,688 (7,688) Reserve-Other 28,089 - 28,089 - 28,089 Total Field 28,089 - 28,089 9,518 18,571 TOTAL EXPENDITURES 143,809 80,000 223,809 206,394 17,415 Excess(deficiency)of revenues Report Date: 11/12/2019 QUARRY Agenda Page 69 Community Development District General Fund Fund Proposed Budget Amendment For the Period Ending September 30, 2019 Exhibit"A" CURRENT PROPOSED FINAL YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET AMENDMENT BUDGET ACTUAL FAV(UNFAV) Over(under)expenditures - 307,000 307,000 347,459 40,459 Net change in fund balance - 307,000 307,000 347,459 40,459 FUND BALANCE,BEGINNING(OCT 1,2018) 20,130 - 20,130 20,130 - FUND BALANCE,ENDING $ 20,130 $ 307,000 $ 327,130 $ 367,589 $ 40,459 Report Date: 11/12/2019 % ,. ECS Florida, LLC Agenda Page 83 13850 Treeline Avenue Suite FIELD REPORT Fort Myers,FL 33913 (239)236-7511 [Phone] Project No. 60:1131 11:111P11115 (407)859.9599[Fax] MIFIrgcrtRN: Report No. 24 Project Quarry CDD Quality Assurance Manager Day&Date Wednesday 10/30/2019 Location Naples,FL Weather 88°/Sunny Client Inframark-Quarry CDD-Bob Koncar On-Site Time 0.50 Lab Time 0.50 Travel Time* 1.00 Total 2.00 Re Obs.Time 0.00 Remarks Rip Rap Placement Trip Charges* Tolls/Parking* Mileage* Time of Arrival Departure Chargeable Items 09:OOA 09:30A *'Navel time and mileage will be billed in accordance with the contract. Summary of Services Performed (field test data,locations,elevations&depths are estimates)&Individuals Contacted. On October 30th,an ECS representative, Brandon Dowler, arrived on site to perform the following: 1)Observe and measure width and depth of rip rap placement along the previously unprotected portion of Hole#3. Rip rap width measurements were performed based off of the previously determined parameters of an 8 ft minimum,see below for results -Measurement 1 =9.5 ft - Measurement 2= 10.75 ft -Measurement 3 = 13.25 ft -Average= 11.16 ft(Specification: Minimum of 8 ft) Rip rap depth measurements were performed based off of the previously determined parameters of a 12 inch minimum,see below for results - Measurement 1 = 11.5 in - Measurement 2= 16.0 in -Measurement 3 = 17.0 in - Average= 14.83 ft(Specification: Minimum of 12 in) The measurements recorded at the above referenced date and location(s)met or exceeded the project specifications. Please note,the sod at the top edge of the rip rap placement was observed to be intact and undisturbed. Thank you for allowing ECS Florida,LLC the opportunity to provide observation services for this project. Should you have any questions and/or comments,please contact our office. By Brandon Dowler, — Material Testing Staff Project Manager 1303 13715 Agenda Page 71 RESOLUTION 2020-04 A RESOLUTION OF THE BOARD OF SUPERVISORS OF QUARRY COMMUNITY DEVELOPMENT DISTRICT DESIGNATING THE OFFICERS AND COMMUNITY LIAISONS OF THE DISTRICT, AND PROVIDING FOR AN EFFECTIVE DATE WHEREAS, Quarry 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 Collier County,Florida;and WHEREAS,the Board of Supervisors of the District desires to designate a Secretary. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF QUARRY COMMUNITY DEVELOPMENT DISTRICT: Section 1. Robert Koncar is appointed Secretary. Section 2. This Resolution shall become effective immediately upon its adoption. PASSED AND ADOPTED THIS 18th DAY OF NOVEMBER,2019. QUARRY COMMUNITY DEVELOPMENT DISTRICT CHAIRMAN ATTEST: ASSISTANT SECRETARY Agenda Page 73 QUARRY COMMUNITY DEVELOPMENT DISTRICT Motion: Assigning Fund Balance as of 9/30/19 The Board hereby assigns the FY 2019 Reserves as follows: Reserve $300,000 Note: The purpose of this motion is to assign the majority portion of the $387,000 settlement funds received in FY 2019. Currently, the District doesn't have sufficient funds to assign the full amount. In FY 2020,the remaining balance will be assigned with an additional motion. DATE: 11/06/2019 Copeland Southern Enterprises,Inc. 1668 Many Road North Fort Myers,Fl, 33903 OWNER INFORMATION: -------------------------------------- PROFESSIONAL SERVICES AGREEMENT BETWEEN COPELAND SOUTHERN ENTERPRISES,INC.AND TELEPHONE NO.: (239)245-7118/306 Fax No: (239)245-7120 Quarry CDD C/O Inframark E-MAIL:Bob.Koncar@inframark.com. OWNER INFORMATION: PROJECT MANAGER:Scott Copeland copelandsei@iaol.com OWNER'S ADDRESS: 5911 Country Lakes Drive,Fort Myers,FL 33905 FEE AND TYPE: BILL TO THE ATTENTION OF:Bob Koncar,Assistant District Manager Time&Materials based upon the Rate Schedule in effect at the time service is rendered. Estimated Fees: PROJECT NAME:Hurricane Damage Seawall&Berm Restoration $ WORK DESCRIPTION: Repair Damage Concrete Seawall Cap& Berm Areas along Not-To-Exceed Fixed Fee based up.• e Rate Seawall for Spinner Cove lane. Schedule in effect at the time s••••tce-is rendered: REMARKS: 1)All Residents&Guest will need to be notified by the hoard,of the repair $ done to the Seawall Area and to stay clear of the repair areas and equipment during the Lump Sum Fixed Fee' $ 19,775.00 project. 2) All Sprinkler heads and lines within the work area must be clearly marked before construction begins by Irrigation Contractor. 3)CSEI will call in a dig ticket 72 Total Fees: $ 19,775.00 hours before work can start to allow utility companies time to mark the underground utilities within the work areas.4)CSE1 will need a staging area to store equipment and supplies during the project near work areas. 1. Dear Bob In Pursuant to your request,Copeland Southern Enterprises,Inc.is pleased to submit the following proposal for the Restoration needed to the Berm Area and Concrete Seawall Cap Along Spinner Cove Lane,for the above-reference roject: SCOPE OF SERVICES(Limited to the following): /cL /V1. Crews will set up MOT around work areas to insure the safety of the residents aguests d ng the project. 2. Crews will Diamond Grind out Concrete Cap Cracks and Seal with Gray Epoxy Expansion Joint Sealant or Demo the Damaged Areas, form and pour a new concrete cap area. 3. Crews will dig out and remove over grown Sod and damaged areas caused by Hurricane Force Winds and Waves breaking over seawall. 4. Crews will cut out and re-grade berm and swale area along seawall to proposed grades. 5. Crews will then lay Coconut Erosion Blanket over Berm and Swale Areas,anchor in,to lock in Soil and then lay matching sod. 6. Crews will restore the lawns and slopes back to original condition where equipment crossing has caused any damage to the Lawn. 7. Crews will clean up site and haul away all trash,Sod,Dirt and Debris to county dump. 8. Work is estimated to take 1.5 weeks to complete. Note:Any additional work and services requested,and is not found in this Proposal can be done,but will require additional cost to be paid in full with proposal fee upon the completion of the job. We at Copeland Southern Enterprises hope this meets your approval and satisfies your requirements.if so please sign the contract proposal below and return a copy to our office by Fax or Email.Should you have any questions or need any additional information,Please do not hesitate to call Scott Copeland at 239-995-3684 or Mobile#239-707-6806.Fax 239-995-0058 OWNER AUTHORIZATION: I warrant and represent that I am authorized to enter into this contract for professional services and T hereby authorize the performance of the above services and agree to pay the charges upon the completion of the Job resulting there from as identified in the"FEE TYPE"section above. I have read,understand and agree to these Standard Business Terms. Authorized Signature: Date: Typed Name&Title: 1 Exhibit 1 Hurricane Damaged Work Areas for Spinner Cove Lane. " m � � ', 0,W `,. . . • AzalkIltvat r, w ^yx • J. R tt��YY°°tt��** gg�� rFat r x�• Spop as \‘, '`+ • {`+ * trete {{p :1 4 '*L n - Broken concrete P288 �# yF. a # 9 , r, A...,:',.; ':.-:Y,� r' " � ,'rd g • ..� ;,, broken C' t Pica '� ;� fiv ' Picture 291 eIf � rx ,livi•:::,.:-..;-,,,,‘,i,''' •. , ..ipiiti- Hole c`y. s Sink Hales@`• �' �' 3 *Q • � Sp .¢n° e'reve ` irliAH lePict • P • icture 295.. > 8621) p n 96r 2€ 1c,�' ., Picture 29i Hol , , , r ;ia � . , . ecornrn nde Res r ionArea Sy c le Berm. 2 178IMIO IL WIC •Ci 1 W PROPOSAL DATE: 11/14/19 Proposal Submitted To Work to be Performed At Name Lloyd 5chliep- Supervisor Quarry CDD Street Street City Naples State FL City Cell 630-487-8871 Phone# E-mail kahuunal Acomcastnet We hereby propose to furnish all the materials and perform all the labor necessary for the completion of: • Perform a visual inspection of the dock anchoring system to verify that the dock is properly connected to the shoreline. • Perform a visual inspection of the entire dock to ensure that no gross defects (obvious items such as broken or severely bent handrails, broken or severely bent ramps, or broken or severely bent dock decks,deck frames,or deck planks). • Prepare a simple report that details the date, inspector name and company address,dock address, brief paragraph of any findings,and photographs to support the findings. If no findings are found for a particular dock,the report shall include one photograph of the complete dock and one photograph clearly showing the dock anchoring system. NOTE: These inspections are not intended to judge the adequacy or design of the anchoring system. The primary goal is to determine the integrity of the docks following their relocations. Approximately 40 docks @ $145 each Total $5,800 Date I — (L/ Respectfully submitted Note:This proposal may be withdrawn by KW Docks if not accepted within 30 days. ACCEPTANCE OF PROPOSAL The above prices,specifications,and conditions are satisfactory and are hereby accepted. I authorize KW Docks to complete the work as specified. Authorized Signature Date * 910 Nottingham Drive * Napies, Florida 34109 Phone 239.734.0642 * Email: kylewilson319(iii.gmailocom AGREEMENT BETWEEN THE QUARRY COMMUNITY DEVELOPMENT DISTRICT AND INNERSYNC STUDIO, LTD., D/B/A CAMPUS SUITE,FOR WEBSITE AUDITING, REMEDIATION,AND MAINTENANCE SERVICES THIS AGREEMENT("Agreement")is entered into as of this 18th day of November,2019 by and between: QUARRY COMMUNITY DEVELOPMENT DISTRICT, a local unit of special-purpose government, established and existing pursuant to Chapter 190, Florida Statutes, with a mailing address of c/o Inframark, Infrastructure Management Services, 210 North University Drive, Suite 702, Coral Springs,Florida 33071 ("District"), and INNERSYNC STUDIO,LTD. LLC, d/b/a CAMPUS SUITE, an Ohio limited liability company, authorized to do business in Florida, with a mailing address of 725 Dunwoodie Drive,Cincinnati,Ohio 45230("Contractor"). RECITALS WHEREAS,the District is a local unit of special-purpose government,created and existing pursuant to Chapter 190,Florida Statutes; and WHEREAS, pursuant to section 189.069, Florida Statutes, the District must maintain an official website containing, at minimum,the statutorily required information("Website"); and WHEREAS, the District has a need to obtain a qualified independent contractor to perform audits of the Website to ensure compliance with the accessibility requirements of Title II of the Americans with Disabilities Act ("ADA"), which ADA accessibility requirements and standards may change from time to time, and to remediate or otherwise convert the Website to meet such ADA accessibility requirements, to routinely audit the Website to ensure continued compliance with the ADA and to perform ongoing maintenance of the Website, all as more particularly described herein and in the proposal attached hereto as Exhibit A and made a part herein(together, the"Services"); and WHEREAS, Contractor represents and warrants to the District that it is qualified, willing and capable of providing the Services; and WHEREAS,the District and Contractor desire to enter.into this Agreement for the purposes stated herein and the District and Contractor warrant and agree that they have all right, power and authority to enter into and be bound by this Agreement. Now, THEREFORE, in consideration of the recitals, agreements and mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by the parties, the parties agree as follows: SECTION 1. RECITALS. The recitals stated above are true and correct and by this reference are incorporated herein and form a material part of this Agreement. SECTION 2. SCOPE OF WORK. Contractor shall provide Services in accordance with the terms provided in this Agreement and in Exhibit A, which Services include: A. INITIAL WEBSITE REMEDIATION. Contractor shall migrate the District's existing Website or otherwise create a new Website in order to produce a functional, responsive,working Website compliant with federally recommended ADA best practices for state and local governments as promulgated by federal law and rulemaking, including but not limited to Web Content Accessibility Guidelines 2.1 Level AA, as the same may be amended and updated from time to time (as amended and updated from time to time, "WCAG"). Specifically, Contractor shall, at a minimum: i. provide an ADA compliant Website that meets,at minimum,the currently- effective WCAG standards; ii. convert up to 1,500 pages of PDF documents identified by the District to accessible formats for assistivc technologies.If certain PDFs are not able to be fully remediated, Contractor shall work with the District to create a summary of the content in the PDF and provide contact information if anyone needs reasonable accommodations to access the full content within that PDF; iii. provide a website accessibility policy that includes a commitment to accessibility for persons with disabilities,the District's engagement of Contractor for ADA specific services,in an effort to bring the Website into ADA compliance, accessibility standard used and applied to the Website(which shall be at a minimum WCAG), and contact information of the District Manager or their designee (email and phone number)for users encountering any problems; iv. provide options to create a District-branded design(colors, logo, etc.); v. provide Contractor's ADA compliance shield, seal or certification for display on the Website("Compliance Shield"); vi. cross-check ADA compliance for accessibility and compatibility of the Website with various technology mediums, including but not limited to mobile phones, smart phones, tablets, laptop computers, desktop computers, and provide "mobile friendly" or"mobile versions" of the Website accessible via various web browsers including but not limited to Internet Explorer, Edge, Mozilla, Safari,and Chrome; vii. eliminate and prevent any commercial advertising on the Website; viii. eliminate and prevent exposure to any known spyware, virus or malwarc affecting functionality or accessibility of the Website; ix. secure "https" certification and provide secure "cloud" hosting with fail- over back-up measures to ensure continued functionality and accessibility of the Website; x. provide data back-up and records retention measures as required by Florida law; xi. provide and/or allow display of a calendar, reservation request form, and 2 newsletter,as applicable or necessary to the District; xii. provide a "dashboard" accessible to the District Manager or his or her designee which allows the District to upload and remove content, manage documents to be remediated by Contractor, and review ADA compliance reports generated by Contractor. However, Contractor shall ensure that the District does not have the ability to alter any other aspect of the Website which may negatively impact the functionality or accessibility of the Website; xiii. provide any and all other effort reasonably necessary to allow the District to receive the maximum benefit of the Services contemplated by this Agreement and Exhibit A, recognizing the District is relying on Contractor's expertise for Website design/best practices in accordance with the ADA requirements including but not limited to WCAG standards. B. MAINTENANCE. Contractor shall provide on-going maintenance of the Website,to ensure continued compliance with WCAG. Specifically,Contractor shall: i. remediate new documents, up to seven hundred fifty (750) pages per year, identified by the District to accessible formats for assistive technologies. For any agenda packages, Contractor shall turn around the remediated version within two (2) business days. Any updates or fixes to the agendas requiring remediation shall be remediated within 48 hours of the District Manager's submission for such request; ii. remediate documents in Section 2(B)(i) above to accessible formats for assistive technologies. If certain documents are not able to be fully remediated, Contractor shall work with the District to create a summary of the content in such document and provide contact information if anyone needs reasonable accommodations to access the full content within that document. For any agenda packages, including any updates thereto, Contractor shall turn around the remediated version within two (2) business days of the District Manager's submission for such request; iii. manage and maintain the Website; iv. provide assistive technical support via telephone and/or email, as reasonably needed, within regular business hours between 9 a.m. and 6 p.m., Monday through Friday, exclusive of federal holidays,which shall include but not be limited to assistance in converting newly added documents and upgrading to new ADA recommended standards, if any, and regularly corresponding with the District staff on such items as updates,changes and recommendations; v. store and retain all District content, including files, texts, parameters, documents, and other types of data by backing up the same in a separate storage system and regularly backing up new content as they are submitted and uploaded to the Website; vi. ensure that the Website is "live" and "on-line" at all times, unless a 3 scheduled maintenance or upgrades are required;for any scheduled maintenance or upgrades which would affect the functionality or accessibility of the Website for a prolonged time, Contractor shall provide reasonable advance notice to the District in writing,and post a disclaimer message on the Website during such maintenance or upgrade; vii. perform monthly comprehensive technological, and human as needed, audits to ensure Website's compliance with WCA(1 standards or better and any applicable laws, rules and regulations applicable to the Website. After each audit, Contractor shall remediate any deficiencies identified during such audit and provide a written report to the District summarizing the audit and remediations made, if any; viii. in the event that certain documents are not able to be fully remediated and accessible in accordance with ADA compliance standards, Contractor shall immediately notify the District of such documents and shall provide contact information for anyone who needs reasonable accommodation to access all or any portion of such content; ix. continue to provide and update, as needed, those Services identified in Section 2(A)(iii),(v), (viii),(x), and (xii); and x. provide any and all other effort reasonably necessary to allow the District to receive the maximum benefit of the Services contemplated by this Agreement and Exhibit A, recognizing the District is relying on Contractor's expertise for Website design/best practices in accordance with the ADA requirements including but not limited to WCAG standards. C. ADDITIONAL SERVICES. In the event that the District desires additional work or services,Contractor agrees to negotiate in good faith to undertake such additional work or services. Upon successful negotiation regarding the terms of the additional work, including scope and compensation, the parties shall agree in writing to a work order, addendum, addenda, or change order to this Agreement prior to commencement of any such additional work. The following is a non-exhaustive list of possible additional services that the District may request of Contractor: i. providing a point of contact to respond to requests for Website accommodation; ii. converting documents for a public records requests received by the District; iii. providing any other ADA recommended compliance services requested by the District that Contractor is capable of performing. SECTION 3. COMPENSATION. As compensation for the Services, the District agrees to pay Contractor in accordance with the following terms: A. INITIAL WEBSITE REMEDIATION. For performance of the Services as provided in Section 2(A)of this Agreement,the District shall pay Contractor a one-time fee of One Thousand Five Hundred Twelve Dollars and Thirty Cents ($1,512.30) [plus Ninety-Eight Cents($0.9R)per 4 page remediated pursuant to Section 2(A)(ii)]. The District shall pay Contractor fifty-percent (50%)of the fee upon execution of this Agreement by the Parties.District shall pay Contractor the remaining fifty-percent (50%) upon substantial completion of the Services provided in Section 2(A). B. MAINTENANCE. For performance of the Services as provided in Section 2(B) of this Agreement,the District shall pay Contractor One Thousand Five Hundred Fifty-Two Dollars and Fifty Cents ($1,552.50) per year, payable in four (4) equal quarterly installments of Three Hundred Eighty-Eight Dollars and Thirteen Cents($388.13). Parties understand and acknowledge that this includes (i) the annual fee for the domain name for the District's Website, which Contractor shall pay, at its sole expense, on behalf of the District; and (ii) document remediation pursuant to Section 2(B)(iii) of up to seven-hundred fifty (750) pages per year ("Annual Max Pages"). C. ADDITIONAL CONVERSIONS. For remediating and converting any documents in excess of the Annual Max Pages included in the maintenance price,Contractor shall provide such services for an amount not to exceed Ninety-Eight Cents($0.98)per page remediated. Contractor shall perform remediation and conversion of additional documents only upon receipt of written authorization of the District approving the same. D. INVOICES; PAYMENT. Contractor shall maintain records conforming to usual accounting practices.Further,Contractor shall render each invoice to the District in writing,which shall be delivered promptly upon completion of each Service. Each invoice shall contain, at a minimum, the District's name, Contractor's name, the invoice date, an invoice number, an itemized listing of all costs billed on each invoice with a sufficient description of each allowing the District to approve each cost,the time frame within which the Services were provided,and the address or bank information to which payment is to be remitted. Consistent with Florida's Prompt Payment Act,section 218.70,et seq.,Florida Statutes,the invoices shall be due and payable within forty-five(45)days of receipt by the District. SECTION 4. TERM AND TERMINATION. A. TERM. This Agreement shall become effective upon the date and year first written above and shall he in effect until terminated by either party in accordance with the terms of this Agreement. H. TERMINATION. The District agrees that Contractor may terminate this Agreement for cause by providing sixty (60) days' written notice of termination to the District; provided, however,that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. Contractor agrees that the District may terminate this Agreement immediately for cause by providing written notice of termination to Contractor. Contractor agrees that the District may terminate this Agreement without cause; provided that the District shall provide thirty (30) days' written notice of termination without cause. Upon any termination of this Agreement, Contractor shall (i) he entitled to payment for all Services rendered up until the effective termination of this Agreement,subject to whatever claims or offsets the District may have against Contractor as the sole means of recovery for termination; (ii) be permitted to remove the Compliance Shield from the Website as of the effective date of the termination; (iii) provide the District, or its designee, all domain names, authorizations, usernames, passwords, and content 5 (including remediated content) in the format in which it was stored on the service; and (iv) if the Contractor used proprietary and/or licensed software to provide the Services herein to the District, then Contractor shall coordinate with the District as to the terminated use of such software, including any migration of the Website that may be required pursuant to such termination. SECTION 5. REPRESENTATIONS, WARRANTIES AND COVENANTS. Contractor represents,warrants,and covenants that(a)the Services will conform to the requirements provided in Section 2 herein and Exhibit A; (b)the Services shall be performed by qualified personnel in a professional, prompt, diligent, good, safe and workmanlike manner in accordance with all laws, industry standards, and all applicable ADA and other website accessibility compliance standards, including but not limited to WCAG 2.1 Level AA and other federally recommended guidelines,as may be amended from time to time; and (c) neither the Services nor any product provided by Contractor shall infringe, misappropriate, or otherwise violate the intellectual property rights of any third-party. To the extent that any defects are found and reported to the Contractor, the Contractor shall correct such defects within thirty(30)days. SECTION 6. INTELLECTUAL PROPERTY. A. CONTRACTOR MATERIALS. Except as provided herein, Contractor shall retain all right, title, and interest in and to (i) all patents, trademarks, service marks, copyrights, and other intellectual property or proprietary rights of Contractor used in or otherwise associated with the Services,and other materials provided to the District hereunder;and(ii)all trade secrets,technical specifications and data to the extent they are intellectual property, and inventions which are authored, conceived, devised, developed, reduced to practice, or otherwise performed by Contractor which arise out of Contractor's performance of the Services, none of which shall be deemed a "work made for hire" under the Copyright Act of 1976 (collectively, "Contractor Materials"), and nothing contained herein shall be construed to restrict, impair,transfer, license, convey, or otherwise alter or deprive Contractor of any of its intellectual property and proprietary interests associated therewith. Subject to the foregoing, Contractor grants to the District a non- exclusive, non-transferable worldwide perpetual limited right and license to access and use the Contractor Materials in connection with the ordinary and intended use by the District as contemplated in this Agreement, including viewing, downloading and printing the Contractor Materials for the District's use, and without in any case removing Contractor's copyright, trademark or other intellectual property ownership notices. B. THE DISTRICT MATERIALS; PUBLICITY AND TRADEMARKS. The District shall own the Website,domain name,all c-mail addresses,and all website and c-mail content(including all remediated content provided by the Contractor), under all circumstances. In the event of a termination of this Agreement for any reason, Contractor shall take all necessary steps to transfer, or otherwise allow the District to retain,such website,domain name,e-mail addresses and content of the same. Additionally,to the extent applicable, Contractor shall take commercially reasonable precautions consistent with industry standards to protect confidential intbrmation, including,e.g., credit card information and other sensitive information protected under Florida's Public Records Laws. Contractor shall immediately notify the District of any breach or loss of data,and take such steps as are reasonably necessary to address any such issue. Except as provided herein,the District shall retain all right,title,and interest in and to all intellectual property of the District provided or made available to the Contractor in connection with Contractor's Services(collectively, "District Materials") and nothing contained herein shall be construed to restrict, impair, transfer, license, 6 convey, or otherwise alter or deprive the District of any of its intellectual property or other proprietary interests associated therewith, if any. Subject to the foregoing, the District grants to Contractor a non-exclusive,non-transferable worldwide limited right and license to access and use such District Materials in connection with the provision of the Services as contemplated by this Agreement. Further, the District permits Contractor to identify the District as a customer of Contractor in Contractor's marketing materials (including using the District's name and logo for such limited purposes). The District further acknowledges and agrees that for Contractor to perform the Services, it must,in some cases,give Contractor remote access to areas behind log-ins that are to be audited hereunder, including, without limitation to content management systems and/or servers (collectively, "System"), and agrees that it will furnish to Contractor all necessary information and/or user names and passwords required to do so. Contractor agrees to follow commercially reasonable and accepted security policies for accessing the District's System including any specific security procedures as may be communicated to Contractor by the District prior to Contractor accessing the System. Contractor shall on its own or through coordination with the District's Website provider,create a back-up copy of all data that may be affected by Contractor's access to the System. C. RIGHT TO DISPLAY CONTRACTOR'S COMPLIANCE SHIELD / ACCESSIBILITY POLICY. Pursuant to this Agreement, the Contractor shall provide District a Compliance Shield and customized accessibility policy, which District shall display on its Websites and web applications. The District is expressly prohibited from using the Compliance Shield for any purpose not specifically authorized by this Agreement, and in no event may use such Compliance Shield for or on behalf of any other party or in connection with any domain name and/or organization name other than those being scanned or serviced in connection with the Services. SECTION 7. PUBLIC RECORDS. Contractor understands and agrees that all documents or on-line content of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is Robert K.oncar ("Public Records Custodian"). Among other requirements and to the extent applicable by law, Contractor shall 1)keep and maintain public records required by the District to perform the Work;2)upon request by the Public Records Custodian,provide the District with the requested public records or allow the records to he inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119,Florida Statutes; 3)ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor's possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by Contractor, Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records 7 stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats. IF CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT (954) 603-0033, BOB.KONCAR@INFRAMARK.COM, OR AT 210 NORTH UNIVERSITY DRIVE, SUITE 702, CORAL SPRINGS, FLORIDA 33071. SECTION 8. INDEMNITY. A. Contractor agrees to indemnify and hold harmless the District and its officers, supervisors,staff,employees,successors,assigns,members,affiliates,attorneys or representatives from any and all liability,claims,actions,suits,liens,demands,costs,interest,expenses,damages, penalties, fines, or judgments against the District, or loss or damage, whether monetary or otherwise, including but not limited to an ADA website related claim by a third-party, arising out of,wholly or in part by,Contractor's willfully reckless or willfully negligent act(s)or omission(s). Contractor further agrees that nothing herein shall constitute or be construed as a waiver of the District's limitations on liability contained in section 768.28,Florida Statutes, or other statute. B. Obligations under this section shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorneys' fees,paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings), any interest, expenses, damages, penalties,fines,or judgments against the District,all as actually incurred. SECTION 9. SCRUTINIZED COMPANIES STATEMENT. Contractor certifies that it is not in violation of section 287.135, Florida Statutes, and is not prohibited from doing business with the District under Florida law, including but not limited to Scrutinized Companies with Activities in Sudan List or Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. If Contractor is found to have submitted a false statement, has been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or has been engaged in business operations in Cuba or Syria, or is now or in the future on the Scrutinized Companies that Boycott Israel List,or engaged in a boycott of Israel,the District may immediately terminate the Contract. SECTION 10. GENERAL PROVISIONS. A. CONFLICTS. The terms of this Agreement and Exhibit A are intended to complement each other, and to the extent they conflict,the terms of Exhibit A shall control only to the extent that such provisions provide clarifications on Services and materials to he provided by Contractor pursuant to Exhibit A; in all other respects, the provisions of this Agreement shall control. 8 B. AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of the District and Contractor, both the District and Contractor have complied with all the requirements of law, and both the District and Contractor have full power and authority to comply with the terms and provisions of this Agreement. C. INDEPENDENT CONTRACTOR. It is understood and agreed that at all times the relationship of Contractor and its employees, agents,or anyone directly or indirectly employed by Contractor to the District is the relationship of an independent contractor and not that of an employee, agent,joint-venturer, or partner of the District. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the District and Contractor or any of its employees,agents,or anyone directly or indirectly employed by Contractor. The parties acknowledge that Contractor is not an employee for state or federal tax purposes. Contractor shall hire and pay all of Contractor's employees, agents, or anyone directly or indirectly employed by Contractor, all of whom shall be employees of Contractor and not employees of the District and at all times entirely under Contractor's supervision,direction, and control. In particular, the District will not: i) withhold FICA (Social Security) from Contractor's payments;ii)make state or federal unemployment insurance contributions on Contractor's behalf; iii)withhold state or federal income tax from payment to Contractor; iv)make disability insurance contributions on behalf of Contractor; or v)obtain workers' compensation insurance on behalf of Contractor. D. DISPUTE RESOLUTION. Before initiating any legal claim or action (except with respect to equitable relief), the parties agree to attempt in good faith to settle any dispute, controversy, or claim arising out of or related to this Agreement or the Services (collectively, "Dispute")through discussions which shall be initiated upon written notice of a Dispute by either party to the other. If the parties cannot resolve the Dispute within ten(10) business days,then the parties shall attempt to settle the Dispute by mediation. If mediation is unsuccessful, the parties may then proceed to filing a claim in the appropriate jurisdictional court in accordance with this Agreement. In the event that either party is required to enforce this Agreement by court proceedings or otherwise, then the parties agree that the substantially prevailing party shall be entitled to recover from the other all fees and costs incurred, including reasonable attorneys' fees, paralegal fees, expert witness fees, and costs for trial, alternative dispute resolution, or appellate proceedings. E. APPLICABLE LAW AND VENUE. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida without reference to the principles of conflict of laws. Except for actions seeking injunctive relief (which may be brought in any appropriate jurisdiction), suits under this agreement shall only be brought in a court of competent jurisdiction in the county of Collier County,Florida.This choice of venue is intended by the parties to be mandatory and not permissive in nature, and to preclude the possibility of litigation between the parties with respect to, or arising out of, this Agreement in any jurisdiction other than that specified in this section. The District and Contractor waive any right they may have to assert the doctrine of forum non conveniens or similar doctrine, or to object to venue with respect to any proceeding brought in accordance with this Section. 9 F. LIMITATIONS ON GOVERNMENTAL LIABILITY. Nothing in this Agreement shall be deemed as a waiver of immunity or limits of liability of the District 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, and nothing in this Agreement shall inure to the benefit of any third-party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law. G. THIRD-PARTY BENEFICIARIES. This Agreement is solely for the benefit of the District and Contractor and no right or cause of action shall accrue upon or by reason to or for the benefit of any third-party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation other than the District and Contractor any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and Contractor and their respective representatives, successors,and assigns. H. DEFAULT AND PROTECTION AGAINST THIRD-PARTY INTERFERENCE. A default by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of actual damages and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third-party. Nothing contained in this Agreement shall limit or impair the District's right to protect its rights from interference by a third-party to this Agreement. I. NOTICES. All notices, requests, consents, and other communications under this Agreement("Notice"or"Notices")shall be in writing and shall be delivered,mailed by Overnight Delivery or First Class Mail,postage prepaid,to the parties,as follows: If to Contractor: Innersync Studio,Ltd., d/h/a Campus Suite 752 Dunwoodie Drive Cincinnati,Ohio 45230 Attn: Steven Williams If to District: Quarry Community Development District 210 North t Iniversity Drive, Suite 702 Coral Springs,Florida 33071 Attn: District Manager With a copy to: hopping Green&Sams PA 119 South Monroe Street, Suite 300 Tallahassee, Florida 32301 Attn: District Counsel Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery)or on a non-business day,shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day,the 10 Notice period shall be extended to the next succeeding business day. Saturdays,Sundays,and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for Contractor may deliver Notice on behalf of the District and Contractor. Any party or other person to whom Notices are to be sent or copied may notify the other parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five(5)days' written notice to the parties and addressees set forth herein. J. ENTIRE AGREEMENT. This Agreement, together with Exhibit A, sets forth the entire agreement of the parties,and supersedes any prior agreements or statements with respect to the subject matter hereof. K. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement, or any part of this Agreement not held to be invalid or unenforceable. L. ASSIGNMENT. Neither the District nor Contractor may assign this Agreement without the prior written consent of the other. Any purported assignment without such consent shall be null and void. M. AMENDMENTS. This Agreement may be amended or modified only by a written instrument duly executed by both parties. N. FORCE MAJEURE. If either party is prevented from performing any of its obligations under this Agreement due to any cause beyond the party's reasonable control, including, without limitations, an "act of God," fire, flood, war, strike, government regulation, civil or military authority,acts or omissions of transmitters,utilities,providers or hackers,the time for that party's performance will be extended for the period of the delay or inability to perform due to such occurrence. 0. SURVIVAL. In addition to such other provisions hereof which, by their terms, survive any termination or expiration of this Agreement, Section 5 (Representations, Warranties and Covenants), Section 6 (Intellectual Property), Section 7 (Public Records), Section 8 (Indemnity), and Section 10 (General Provisions) shall survive any termination or expiration of this Agreement. P. WAIVER. No breach of any term of this Agreement shall be deemed waived unless expressly waived in writing by the party who might assert such breach. Any failure or delay by either party to exercise any right, power, or privilege under this Agreement shall not be deemed a waiver of any such right, power, or privilege under this Agreement on that or any subsequent occasion. Any waiver by either party, whether express or implied, of any provision of this Agreement,any waiver of default,or any course of dealing hereunder,shall not affect such party's right to thereafter enforce such provision or to exercise any right or remedy in the event of any other default or breach, whether or not similar. Q. COUNTERPARTS. This instrument may be executed in any number of counterparts, each of which, when executed and delivered, shall constitute an original, and such counterparts together shall constitute one and the same instrument. Signature and acknowledgement pages, if any, may be detached from the counterparts and attached to a single copy of this document to physically form one document. 11 R. ARM'S LENGTH TRANSACTION. This Agreement has been negotiated fully between the parties as an arm's length transaction. Both parties participated fully in the preparation of this Agreement and received the advice of counsel. In case of a Dispute concerning the interpretation of any provision of this Agreement,both parties arc deemed to have drafted,chosen, and selected the language, and the doubtful language will not be interpreted or construed against either party. S. DESCRIPTIVE HEADINGS. The descriptive headings in this Agreement are for convenience only and shall not control nor affect the meaning or construction of any of the provisions of this Agreement. [SIGNATURES ON NEXT PAGE 12 iN WITNESS WHEREOF,the parties have,by their duly authorized representatives,executed this Agreement as of the date and year first set forth above. ATTEST: QUARRY COMMUNITY DEVELOPMENT DISTRICT f2;)WtLI/Leik 6;t,. /4 Secretary C girl erson, B rd of Sul rvisors WITNESS: INNERSYNC STUDIO,LTD.,D/B/A CAMPUS SUITE, an Ohio limited liability company Print Name: By: Steven Williams,VP of Marketing_(Title) Exhibit A: Proposal for Services 13 Exhibit A Proposal for Service Pricing Effective date: 2019-10-15 Implementation ; uant31). :Saibt,?,:al Onboardiisg of ADA Compliant Website and Remediatiou of 1 81,512.30 Historical Documents • Migration website pages and present on a staged website for approval • Initial PDF Accessibility Compliance Service for 1500 pages of remediation Ou.t,D',uing services i,?.ot.ti.a Stlbt.zal Website services 1 $.615.00 • Hosting,support and training for users • Website management tools to make updates • Secure certification(https) • Monthly site reporting,monitoring and error corrections Ongoing PDF Accessibility Compliance Sersice 750* 5937.50 • Remediation of all PDFs stored on your website • Remediation of up to 750 PDF pages • Dashboard for reporting and managing all PDFs • 48-hour turnaround for fixes for board agendas • PDF manager dashboard Social Media Manager Included Total: 53.064,80 'Slarinunn PDF pa .po 12 mouth pc,ied 14 Statement of work 1. On-boarding of ADA Compliant Website and Rernedintioit of Historical Documents.Contractor will deliver a functional.responsive.working ADA compliant website that can display content submitted to the Contractor by the District.At a minimum,the website and the documents on the website will: 1.Comply with the guidelines provided by Web Content Accessibility Guidelines 2.1.as amended andior replaced by new releases from time to time("WCAG`): 2. Contain a website acceeeibility accessibilitypolicy that includes:a couuuitntent to accessibility for persons with disabilities.the accessibility standard used and applied to the website(at a minimum wWAG).and contact information of the District Manager or their designee(email and phone number)in case users encounter any problems; 3.Display an ADA compliance shield.seal.or certification: 4. Provide options to create a CDD-branded design(colors,logo.etc...) 5. Be accessible on modern versions of Internet Explorer,Edge.Mozilla,Safari,and Chrome web browsers and be"mobile friendly"and offer a -mobile version-of the sites content for access front tablets or smart phones. ti.Be free of any commercial advertising; 7.Be free of any known spyware.virus.or malware; 8. Secure certification(haps) 9. Secure cloud hosting with fail-overs 10.Allow for data baclaips.and record retention as required by law; 11.Allow for the display a calendar.reservation request form.and newsletter: 12.Creation of a dashboard for the District to upload and remove content,manage all document,.manage document remediation.. and review reports geneinted by the Contractor;and 13.Remediate 1500 pages identified by the District for the new website in an ADA compliant format.* 2.Domain Fee.The Contractor shall pay the annual fee for the domain name of the District's website. 3 Maintenance and Management of the Website, 1. Contractor will manage and maintain the website: 2.Remediate in an ADA compliant format new documents (a not to exceed 750 pages per year) uploaded by the District Manager to the document portal;* I For Agenda Packages,the Contractor shall turn around the documents within 2 business clays 3.District shall be responsible for uploading the documents onto the document portal for the website. Upon completion of the remediation services, Contractor shall ensure that the remecliated documents are live on the website. Contractor shall erasure that the District only has the ability to upload documents to the document portal(not the ability to make documents go live on the websitel or remove documents on the website tiled cannot alter any other aspect of the website 4. Contractor will store all District data.including files,text and parameters;data will be backed-up on a separate storage system at regular intervals:and 15 iig noa rage XV 5.The ADA compliant website will be on-line at all times unless maintenance or upgrades require it to be unavailable.When maintenance or upgrades require the website to be unavailable.Contractor will provide the District with reasonable advance notice in writing 4.Monthly Auditing and Remediation Services, 1.Every month C:ontracter will comprehensively audit the website's compliance with(1)\VCAG and(2) any applicable laws.rules,and regulations(including,the Department of Justice); 2. Atter the audit,Contractor will remediate any web accessibility deficiencies of the website or content on the website:and 3. The Contractor will provide a written report to the District that suatmarizes the audit and any "mediations made_ 5.Support Services. Contractor will supply telephone andior email support to the District on a reasonable and necessary basis to within business hours—Monday to Friday 9 am to 6 pm EST,exclusive of holidays.The Contractor will provide a listing of detailed hour. ,holidays.and service availability on them website,and reserves the right to modify, the times technical support is available. *If certain PDFs are not able to be fully renrediated.Contractor shall work with the District to create a summary of the content in the PDF and provide contact information if anyone needs reasonable accommodations to access the full content within that PDF. I6 Agenda Page 75 cINFRAMARK 1^11.FA':'RU^::I UFi 1.i�,VA(,c t.t:'J7 :� ..'�:'li.t'.. Website Required Information, Documents and Retention Permanent Website Retention • Legal Name of District. • Purpose of the Special District. • Contact Information for Board Members. ➢ Full Name ➢ Official Address(Infra mark Main Office Address Used) ➢ Email Address ➢ Term of Office • Current Fiscal Year. • Special Charter(i.e.: Chapter 190)and Ordinance. • Date of Establishment. • Statute/Statutes the District operates under. • District Mailing Address. • District Email Address. • District Telephone Number. • Description of District boundaries and service area. • Description of services provided by the District. • A listing of all taxes,fees,assessments, or charges imposed and collected by the special district for only the current fiscal year, including the rates or amounts for the fiscal year and the statutory authority for the levy of the tax,fee,assessment,or charge(i.e. assessment chart). • Primary contact information for the District for purposes of communication from department. • Code of Ethics adopted by the District, if applicable, and a hyperlink to the generally applicable ethics provision (Florida Commissions on Ethics). • Link to Department of Financial Services'website. • Public Facilities Report, annual notice of any changes and any Public Facilities Report updates, if applicable. Non-Permanent Website Retention • Budgets(Updated Yearly) ➢ Approved Tentative Budget at least two (2) days prior to the budget public hearing. Must remain on website for 45 days. ➢ Final Adopted Budget within 30 days after adoption. Must remain for two(2)years. ➢ Budget Amendments within five(5)days after adoption. Must remain for two(2)years. • Most recent financial audit report. Update yearly. • Most current fiscal year meeting calendar. • Agenda packages must be posted no later than seven (7) days prior to the meeting date and must remain on the website for one(1)year. Inframark 1210 N. University Drive, Suite 702, Coral Springs, Florida, 33071 1954.603.0033 �R 5® ECS Florida, LLC Agenda Page 82 3 13850 Treeline Avenue MPSuite 4 LETTER OF TRANSMITTAL Fort Myers,FL 33913 (239)236-7511 [Phone] ijT (407)859-9599[Fax] IMMAS November 6,2019 RE: Quarry CDD Quality Assurance Manager Inframark-Quarry CDD ECS Job# 60:1131 8975 Kayak Dr. Naples,FL 34120 Permits: Location: 8950 Weathered Stone Drive ATTN: Bob Koncar Naples,FL We are enclosing: X Field Reports X For your use X As requested CC: Quarry Community Development District-George Cingle ENCL: Field Report#24 10/30/2019 Rip Rap Placement David C Bearce -" NOY 62019 Ma Robe son,P. Principal Engineer Geotechnical Depai Intent Manager Disclaimer 1. This report(and any attachments)shall not be reproduced except in full without prior written approval of ECS. 2. The information in this report relates only to the activities performed on the report date. 3. Where appropriate,this report includes statements as to compliance with applicable project drawings and specifications for the activities performed on this report date. 4.Incomplete or non-conforming work will be recorded for future resolution. 5. The results of samples and/or specimens obtained or prepared for subsequent laboratory testing will be presented in separate reports/documents. 1000.1 Agenda Page 78 Change Order No. 3 Date of Issuance: October 28,2019 Effective Date: October 28,2019 Owner: Quarry Community Development District Owner's Contract No.: N/A Contractor: Quality Enterprises USA,Inc. Contractor's Project No.: N/A Engineer: CPH,Inc. Engineer's Project No.: N/A Project: Irma Damage Shoreline Repair Project—Phase II Contract Name: N/A The Contract is modified as follows upon execution of this Change Order: Attachments: Change Order Description,with Proposal,dated October 7,2019,and the plans entitled.Phase!ll lake Bank Repairs dated 08/2019 CHANGE IN CONTRACT PRICE CHANGE IN CONTRACT TIMES (note changes in Milestones if applicable) Original Contract Price: Original Contract Times: Substantial Completion: October 31,2019 $1,941,921.00 Ready for Final Payment: November 15,2019 days or dates [Increase){Beereace}from previously approved Change Orders (Increase][Decrease]from previously approved Change Orders No. No.1 to No. 2: to No. Substantial Completion: $26,276.50 Ready for Final Payment: days Contract Price prior to this Change Order: Contract Times prior to this Change Order: Substantial Completion: $1,968,197.50 Ready for Final Payment: days or dates Increase of this Change Order: [Increase]{Dec-Rase}of this Change Order: $1,057,400 Unit Price Basis for Phase 3 Work(i.e.,this is an Substantial Completion: For Phase 3 Work only,start date is appx. estimate only for Phase 3 Work,and the District shall only pay November 4,2019,with Substantial Completion date of January 31, for Phase 3 Work on a Unit Price basis.and based on actual 2020—All other dates under the Contract are unchanged quantities,as determined by the Engineer[ Ready for Final Payment: February 10,2020(Phase 3 Work Only) days or dates Contract Price incorporating this Change Order: Contract Times with all approved Change Orders: Substantial Completion: January 31,2020(Phase 3 Work Only) $3,025,597.50(estimated;subject to final Unit Price Ready for Final Payment: Feb.10.2020(Phase 3 Work Only) adjustment) days or dates RECO NDED: ACCEPTED: ACCEPTED: By: rte' c/Zti r/: By: Engineer(if required) Owner(Authorized Signature) Contractor(Authorized Title: Qf/'CL A4.44,4[76 R_ Title: Title: Date: /(-2/Z i;///7 Date: Date: EJCDC'C-941,Change Order. Prepared and published 2013 by the Engineers Joint Contract Documents Committee. Page 1of3 Agenda Page 79 EXHIBIT A The Contract is modified to include"Phase 3"Work,on a Unit Price Basis(and NOT a Lump Sum Basis),as described in Section 13.03 of the General Conditions(among other provisions),and using the Unit Prices included in the attached Proposal. In addition to all other applicable terms of the Contract,the following provisions apply: 1. In addition to any information required under the Contract,the Contractor shall submit as part of any Application for Payment information to support the payment request,including but not limited to information regarding truck weights,truck trips,sod invoices and such other information as may be reasonably requested by the District Engineer to establish the accuracy of the Work actually completed as part of this Unit Price Phase 3 Work. 2. Among other items,and for each truck shipment of rip-rap,the Contractor shall provide the District with a truck ticket showing: the source of the rip-rap,the times that the truck left the source and arrived at the Project site,and the calibrated,certified weight of the truck(loaded and unloaded). 3. The Contractor shall notify the District of any change in source of the rip-rap. 4. As set forth in Section 10.07 of the Standard Form of Agreement,the District shall have the right to directly purchase any materials that are NOT manufactured by the Contractor,and the Contractor shall provide a list of any such materials to the District prior to making any such purchases,so that the District may review the list and determine whether to directly purchase the materials on a tax-exempt basis and in order to obtain a tax-savings for the District. 5. The Contractor shall provide the District on a weekly basis with a phasing plan and timeline.The Contractor shall commence work only after providing 7-days written notice with the initial proposed phasing plan and timeline to the District(i.e.,approximate start date of November 4,2019). 6. The Contractor shall provide the District on a weekly basis with quantity placement reports,so that the District is able to determine where materials were used in the Project. EJCDC'C-941,Change Order. Prepared and published 2013 by the Engineers Joint Contract Documents Committee. Page 2 of 3 Agenda Page 80 1i:JC'1)C-= Quality Entreprises CSA.Inc. Qua Iry Hunicane Irma Repan-Plia,e i DATE: October f.1019 Destripnon Si71init i'nir, Unit Price Bid Taal Road Subtotal n Job Supervision 1 LS 5 75.000.00 t75.000 0o 575.000.00 Graphite Circle IS"Ocei las 660 LI- Survey FSur ey Stakeout 1 IS S 2.00000 52.000.00 ReiocateEaasnngDocks 3 LA S 1.60000 04.400.00 Import Fi1L Fil!Slope And Meet TOE 3.11niunun 15 5 'r. CY S 60 00 73.5.700 00 Place Rip Rap On Slope TN 5 94 50 St0"3s9.0 Sod DisutbedAnus 0 SY S. Cie,textile ' SY 0 2 95 02 065.00 As Buil: 1 LS S 1.450.00 01.450.@0 5153.745 00 Quarry Dtire G"psum Way Survey Stakeout 1 LS S 3.275 00 53.2'100 Relocate Exastng Docks 11 EA S 1.60000 017.0(000 Import Fill.Fill Slope And Meet TOE Slmirmim 16.0' 0 CY S.Place Rip Rap On Slope TN S 94 30 ss*.118 w Sod Disturbed Areas 0 SY S. As Built 1 1.5 S 3.00000 53.000.00 5331.000.00 Granite Court Stine).Stakeout 1 LS 5 2.000.00 5_'.0X.00 Relocate Etustmp Docks 1 EA S 1.600 00 Si 600.00 Impar Fill.Fill Slope And Meet TOB Ms+n:arum 15.60 0 CY S. Place Rip Rap On Slope u' TN...—_ ...__ __-5 94.50 371 007 50 Sod Disturbed Areas 0 SY S- AsBuilt 1 ' IS 5 050.00 585001 SB;;,- C Marblestone Drive Storey Stakeout I LS 5 3.275 00 S3.27!.no Relocate Existing Docks 5 EA 5 1.600.00 08 000.00 Import Fill.Fill Slope And Meet TOE Minim=15 6 0 CY S. Place Rip Pap On Slope IN 5 94.50 s1!?sr s0 Sod Distubed Areas 0 SY S- As Heil; 1 LS 5 _2.050.00 02550.00 S1799'2 50 Slate Court S•aseyStakeout 1 L5 5 1.500.00 51.56000 Relocate Ettinum Docl:s 1 EA 5 1,600 00 51.600.00 ]upon Fill Fill Slope And Meet TOE Minimum 15 6 :,0 CY S 60.00 06.030.00 Piave Rip Pap Chs Slope -. TN S 94 50 85t.f>b'S0 Sod Disttubed Areas 0 5Y 5- Ceottxule tot. 51' S 2.95 5590.00 As Built l LS S 850 00 0050.00 536.527.50 If and Where Directed Import Fill.Fill Slope And Meet TOE Strumas 15 6 m CY 5 60 00 19 O:ai 00 Place Rip Pap On Slope '— T1 5 94 50 SI SLIM SO Sod Disturbed Areas - SY S 9.00' 856.550 00 As Built 1 LS S 2.000 00 02.050.00 Re=shape nprap top(Option Ai St! SY 5 23 50 59.14750 Reshape tiprap top(Option B)-Time and Equipmem C:rw rut of s-ttt Out 5197.79'50 Expense tom-tilted pats oll.equipment drosses.o.erh ead e_d profit brealdowu pot bon) CHANGE ORDER TOTAL: S 1,057.100.00 /AIM ON PLANS EY CPii DATED 530 I' EJCDC'C-941,Change Order. Prepared and published 2013 by the Engineers Joint Contract Documents Committee. Page 3 of 3