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Contact Us

Rizzetta & Company, Inc.
5844 Old Pasco Road
Suite 100
Wesley Chapel, FL 33544
Phone: 813-994-1001
Fax: 813-994-2100
Scott Brizendine, District Manager

Mike McCarn, Park Manager
Phone: 813-383-6676
Fax: 813-386-6676

Next Event

09-Dec-08 12:30 PM
CDD Meeting
Meadow Pointe III Clubhouse, located at 1500 Meadow Pointe Blvd, Wesley Chapel, FL 33543

13-Jan-09 06:30 PM
CDD Meeting
Meadow Pointe III Clubhouse, located at 1500 Meadow Pointe Blvd, Wesley Chapel, FL 33543

District Management Scope of Services

I. ADMINISTRATIVE AND MANAGEMENT SERVICES

  1. Attend and conduct all regularly scheduled and special Board of Supervisors meetings, Landowners’ meetings, continued meetings, hearings and workshops. Arrange for time and location and all other necessary logistics for such meetings, hearings, etc.
  2. Prepare agenda packages for transmittal to Board of Supervisors and staff 7 days prior to Board of Supervisors’ Meeting. Prepare meeting materials for other meetings, hearings, etc., as needed.
  3. Provide accurate minutes for all meetings and hearings, including landowners’ meetings.
  4. Ensure compliance with all statutes affecting the district which include but not limited to:
    1. Report annually the number of registered voters by June 1st, of each year.
    2. Properly notice all public meetings, in accordance with the appropriate Florida Statutes, including but not limited to, public hearings on assessments, the budget, establishment of rates, fees, or charges, rulemaking, uniform method of collection, and all other required notices of meetings, hearings and workshops.
    3. Provide required information to the Department of Community Affairs, the County, the Auditor General, and all other state or local agencies with reporting requirements for the district.
  5. Implement and maintain a document management system to create and save documents, and provide for the archiving of district documents.
  6. Protect integrity of all public records in accordance with the requirements of State law. Respond to public records requests as required by law.
  7. Maintain “Record of Proceedings” for the district within Pasco County which includes meeting minutes, agreements, resolutions and other records required by law.
  8. Ensure district is in compliance with administrative and financial reporting for CDDs.
  9. Assist in the negotiation of contracts, as directed by the Board of Supervisors.
  10. Advise the Board on the status of negotiations as well as contract provisions and their impacts on the district.
  11. Make recommendations on contract approval, rejection, amendment, renewal, and cancellation. In advance of expiration of contracts, advise the Board as to need for renewal or additional procurement activities and implement same.
  12. Provide contract administration and supervision of all contracts, as directed by the Board.

II. FINANCIAL SERVICES

  1. Accounting:
    1. Establish Fund Accounting System in accordance with federal and state law, as well as GASB and the Rules of the Auditor General. Prepare monthly balance sheet, income statement(s) with budget to actual variances.
    2. Prepare Public Depositor’s Report and distribute to State.
    3. Prepare all other financial reports as required by applicable law and accounting standards.
    4. Account for assets constructed by or donated to the district for maintenance.
    5. On or before October 1st of every year prepare an annual inventory of all district owned tangible personal property and equipment in accordance with all applicable rules and standards.
  2.  Budgeting:
    1. Prepare budget and backup material for and present the budget at all budget meetings, hearings and workshops. The budget is to be done in accordance with state law standards, and consistent with applicable GFOA and GASB standards. Budget preparation shall include calculation of operation and maintenance assessments, which may include development of benefit methodology for those assessments.
    2. Transmit proposed budget to local governing authorities 60 days prior to adoption.
    3. File all required documentation to the Department of Revenue, Auditor General, the County, and other governmental agencies with jurisdiction.
    4. Prepare and cause to be published notices of all budget hearings and workshops.
    5. Prepare year-end adjusting journal entries in preparation for annual audit by Independent Certified Public Accounting Firm. Prepare all budget amendments on an ongoing basis. Assist in process to retain an auditor and cooperate and assist in the performance of the audit by the independent auditor.
  3. Revenue Collection:
    1. Administer collection and disbursement of assessments, fees, and charges and all revenues of the district.
    2. Recommend enforcement actions to ensure payment as needed.
    3. Prepare monthly financial reports showing revenues and expenses for the month in comparison to annual budget, noting variances. Investigate reasons for variances and report to board.
    4. Prepare annual tax roll. Certify roll either to the County, or direct bill and collect (or both), as appropriate.
    5. Issue estoppel letters as needed.
  4.  Accounts payable/receivable:
    1. Administer the processing, review and payment of all invoices and purchase orders. Ensure timely payment of District bills is made.
    2. Prepare accounts payable and present to Board of Supervisors for approval or ratification.
    3. Maintain checking accounts with qualified public depository.
  5.  Capital Program Administration
    1. Maintain proper capital fund and project fund accounting procedures and records.
    2. Oversee and implement bond issue related compliance, i.e., coordination of annual arbitrage report, transmittal of annual audit and budget to the trustee, transmittal of annual audit and other information to dissemination agent (if other than manager) or directly to bond holders as required by Continuing Disclosure Agreements, annual/quarterly disclosure reporting, update etc.
    3. Arrange for preparation of and transmit Public Facilities Report to the appropriate agencies.
  6. Purchasing:
    1. Assist in selection of vendors as needed for services, goods, supplies, materials. Obtain pricing proposals as needed and in accordance with district rules and state law.
    2. Prepare RFPs for services as needed.
    3. Prepare and process requisitions for capital expenses, in coordination with District Engineer.
  7. Investment Services:
    1. All investments shall be made pursuant to policies approved by the Board of Supervisors.
    2. Recommend investment policies and procedures pursuant to State law.
    3. Provide for investment of funds per approved policies.
  8.  Risk Management:
    1. Prepare and follow risk management policies and procedures.
    2. Recommend and advise the Board, in consultation with the District Engineer, of the appropriate amounts and types of insurance and be responsible for procuring all necessary insurance.
    3. Process and assist in the investigation of insurance claims, in coordination with Counsel of the district.
    4. Review insurance policies and coverage amounts of district vendors.
  9. Other services: If provider offers other services, please describe and identify fees associated therewith.

© 2006 Meadow Pointe III Community Development District
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