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2024 Proposed budget 2024/2025 TERRENO COMMUNITY DEVELOPMENT DISTRICT 6 c/o Special District Services, Inc. 2501 Burns Road, Suite A Palm Beach Gardens, Florida 33410 (561) 630-4922 Fax: (561) 630-4923 February 15, 2024 VIA CERTIFIED MAIL— RETURN RECEIPT REQUESTED Clerk of the Circuit Court Collier County Courthouse 3315 Tamiami Trail East, #102 Naples, Florida 34112-5324 Re: Terreno Community Development District To Whom It May Concern: Pursuant to Florida law, enclosed please find a copy of the following documents relative to the above referenced community development district: 1.) Proposed Budget for Fiscal Year 2024/2025 (Oct 1, 2024—Sept. 30, 2025) If you have any questions or comments, please contact our office. Sincerely, SPECIAL DISTRICT SERVICES, INC. La kra/f. A rchor Laura J. Archer Enclosure lbl Terreno Community Development District Proposed Budget For Fiscal Year 2024/2025 October 1, 2024 - September 30, 2025 CONTENTS 1 b i I PROPOSED BUDGET II DETAILED PROPOSED BUDGET III DETAILED PROPOSED DEBT SERVICE FUND BUDGET IV ASSESSMENT COMPARISON PROPOSED BUDGET 16 TERRENO COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025 OCTOBER 1,2024-SEPTEMBER 30,2025 FISCAL YEAR 2024/2025 REVENUES BUDGET O&M(Operation&Maintenance)Assessments 216,212 Developer Contribution 0 Debt Assessments 562,254 Interest Income 480 TOTAL REVENUES $ 778,946 EXPENDITURES Administrative Expenditures Supervisor Fees 0 Management 37,080 Legal 27,250 Assessment Roll 5,000 Audit Fees 4,400 Arbitrage Rebate Fee 650 Insurance 5,900 Legal Advertisements 2,900 Miscellaneous 1,000 Postage 200 Office Supplies 1,250 Dues&Subscriptions 175 Website Management&ADA Compliance 3,000 Trustee Fees 4,100 Continuing Disclosure Fee 1,000 Total Administrative Expenditures $ 93,905 Maintenance Expenditures Engineering/Inspections 3,000 Miscellaneous Maintenance 1,000 Preserve Maintenance 75,000 Lake Bank Maintenance 20,000 Total Maintenance Expenditures $ 99,000 Total O&M Expenditures $ 192,905 REVENUES LESS EXPENDITURES $ 586,041 Bond Payments (528,519) BALANCE $ 57,522 County Appraiser Fee (11,504) Tax Collector Fee (15,339) Discounts For Early Payments (30,679) EXCESS/(SHORTFALL) $ 2/5/2024 12:32 PM DETAILED PROPOSED BUDGET 1 & .04 TERRENO COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025 OCTOBER 1,2024-SEPTEMBER 30,2025 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2022/2023 2023/2024 2024/2025 REVENUES ACTUAL BUDGET BUDGET COMMENTS O&M(Operation&Maintenance)Assessments 0 216,493 216,212 Expenditures Less Interest/.94 Developer Contribution 90,412 0 0 Debt Assessments 0 562,254 562,254 Bond Payments/.94 Interest Income 472 240 480 Interest Projected At$40 Per Month TOTAL REVENUES $ 90,884 $ 778,987 $ 778,946 EXPENDITURES Administrative Expenditures Supervisor Fees 0 0 0 Management 36,000 36,000 37,080 CPI Adjustment(Capped At 3%) Legal 26,328 27,500 27,250$250 Decrease From 2023/2024 Budget Assessment Roll 5,000 5,000 5,000 As Per Contract Audit Fees 3,200 4,300 4,400 Amount Has Increased From 22/23 Due To Bond Issue Arbitrage Rebate Fee 0 650 650 Commences In Fiscal Year Following Issuing Of Bond Insurance 5,000 6,000 5,900 Fiscal Year 2023/2024 Expenditure Was$5,375 Legal Advertisements 6,836 3,000 2,900 Expenditure Should Decrease Wlth Bond Being Issued&District Placed On Roll Miscellaneous 277 1,500 1,000$500 Decrease From 2023/2024 Budget Postage 542 200 200 No Change From 2023/2024 Budget Office Supplies 814 1,500 1,250$250 Decrease From 2023/2024 Budget Dues&Subscriptions 175 175 175 Annual Fee Due Department Of Economic Opportunity Website Management&ADA Compliance 3,000 3,000 3,000$250 X 12 Months Trustee Fees 0 4,100 4,100 Commences In Fiscal Year Following Issuing Of Bond Continuing Disclosure Fee 0 1,000 1,000 No Change From 2023/2024 Budget Total Administrative Expenditures $ 87,172 $ 93,925 $ 93,905 Maintenance Expenditures Engineering/Inspections 9,465 3,000 3,000 No Change From 2023/2024 Budget Miscellaneous Maintenance 0 1,000 1,000 No Change From 2023/2024 Budget Preserve Maintenance 0 75,000 75,000 No Change From 2023/2024 Budget Lake Bank Maintenance 0 20,000 20,000 No Change From 2023/2024 Budget Total Maintenance Expenditures $ 9,465 $ 99,000 $ 99,000 Total O&M Expenditures $ 96,637 $ 192,925 $ 192,905 REVENUES LESS EXPENDITURES $ (5,753) $ 586,062 $ 586,041 Bond Payments 0 (528,519) (528,519)2025 Principal&Interest Payments BALANCE $ (5,753) $ 57,543 $ 57,522 County Appraiser Fee 0 (11,509) (11,504)One And One Half Percent Of Total Assessment Roll Tax Collector Fee 0 (15,345) (15,339)Two Percent Of Total Assessment Roll Discounts For Early Payments 0 (30,689) (30,679)Four Percent Of Total Assessment Roll EXCESS/(SHORTFALL) $ (5,753) $ - $ - 2/5/2024 12:32 PM I I DETAILED PROPOSED DEBT SERVICE FUND BUDGET 1 6 TERRENO COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024/2025 OCTOBER 1,2024-SEPTEMBER 30,2025 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2022/2023 2023/2024 2024/2025 REVENUES ACTUAL BUDGET BUDGET COMMENTS Interest Income 6,447 100 400 Projected Interest For 2024/2025 NAV Tax Collection 0 528,519 528,519 Maximum Debt Service Collection Bond Proceeds 349,939 0 0 Developer Contribution 0 0 0 Total Revenues $ 356,386 $ 528,619 $ 528,919 EXPENDITURES Principal Payments 0 125,000 130,000 Principal Payment Due In 2025 Interest Payments 85,679 403,194 397,775 Interest Payment Due In 2025 • Bond Redemption - 425 1,144 Estimated Excess Debt Collections Total Expenditures $ 85,679 $ 528,619 $ 528,919 Excess/(Shortfall) $ 270,707 $ - $ - Note:Capital Interest Set-up Through May 2023-Developer Paid November 2023 Interest Payment($202,925). Series 2023 Bond Information Original Par Amount= $8,060,000 Annual Principal Payments Due= May 1st Interest Rate= 4.25%-5.25% Annual Interest Payments Due= May 1st&November 1st Issue Date= February 2023 Maturity Date= May 2053 Par Amount As Of 1/1/24= $8,060,000 2/5/2024 12:32 PM Ill 161 c , o o ,_ o CO N In 0 CO CO NI C) COIn 0 CO CO.. 'I 10-71 N N a- N a- N a- N d O 0)N y rli V N Q N O LL N 2 a a) O L Ll 69 EA EA EA EA EA EA EA EA 4 00 0 0 0 0 00 0 I— c`o v c co xi N co o CO co o CO00 CU ) N a) CO In N CO N- M CO CO Tr N N a— N N Ln 0O N 0 it N Q ZZ Ef3 Ef? EA CO EA EA EA Efl EA W a• 2 * 1 1 I I I I I 1 1 • Q L. = a d N a) 0 W �_ N H > 0 N N LLI U V N a) Q a) (NiV } Z Q I— W Ef3 69 EA Ef? 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