We strive to provide a quality level of service to all governmental entities, including special districts such as Community Development Districts created under Chapter 190 of the Florida State Statutes. Services are provided by well-educated and experienced public administrators, including professional staff, who are able to meet a community’s needs with a strong commitment to financial and infrastructure development and maintenance. We are dedicated to establishing and maintaining a strong rapport with our clients; to being “their team” in addressing the community’s needs as identified by the Board. Staff supplements those efforts by having “feet on the pavement,” identifying and providing creative solutions to the issues the Board feels are critical. We create a personalized and custom action plan to work with the Board to address all the community needs.
Management Services is a combination of all services provided to our clients. It begins with a strong working relationship between the PDM team and the community’s elected representatives. All services are coordinated and provided through the District Manager, who strives to keep consistent communications between the PDM team and the Board of Supervisors. The services include keeping abreast of issues important to the community and ensuring the Board is aware of project status and concerns within the community. We don’t want the Supervisors to be the “last ones to know something!” The District Manager will coordinate the preparation of the Agenda and support material for the Agenda Packets, maintain District records, respond to public records requests, resident inquiries or complaints, ensure all required documents are submitted in a timely manner, and be that one source of contact for Board members, vendors, residents, and other governmental officials.
Some examples of the services/approach in the management services we provide:
- Attend all meetings of the Board of Supervisors and provide the Board with meaningful dialogue on the issues before the Board for action.
- Attend any standing committee meetings that may require the District Manager to attend but not on a regular basis.
- Implementation of budget directives.
- Provide all required annual-disclosure information to the local government in the county in which the District resides.
- Ensure compliance with the Florida Statutes as it relates to financial reporting requirements for the District and state and federal tax and financial forms.
- Maintain an audio recording of all meetings of the District.
- Provide Oath of Office and Notary Public for all newly elected members of the Board of Supervisors.
- Monitor Board members’ submittals of Florida Form-1 Statement of Financial Interests.
- Coordinate and provide contract administration for any services provided to the District by outside vendors through field services personnel or other methods including confirmation of State of Florida business license, liability insurance, workers’ compensation insurance, and past performance on CDD projects.
- Review proposals submitted to the District for vendors’ past performance, contract addendum(s), permits required, proposal cost, proposed start date, proposed period of performance and identified Fiscal Year budget line item.
- Complete county required filings.
- Maintain the District’s website, keeping it current, informative, and ensure it provides mandated information.
- Coordinate with the Board to determine the services and levels of service to be provided as part of the District’s budget preparation.
- Prepare Board Agendas and coordinate receipt of sufficient material for the Board of Supervisors to make informed policy decisions.
- Prepare and advertise all notices of meetings in an authorized newspaper of circulation in the county in which the District is located.
- Record and transcribe meeting minutes for all meetings of the Board of Supervisors including regular meetings, special meetings, workshops and public hearings.
- Maintain and safeguard the minutes of public meetings, resolutions, contracts, and agreements.
- Compile, consolidate and maintain adopted rules, procedures, contracts, and other documents of the District.
Financial Accounting Services
Premier District Management, LLC will provide Financial Management Services which are highlighted by industry specific municipal accounting software that allows for a uniform accounting system that meets generally accepted accounting principles (GAAP).
Examples of services provided but not limited to are:
- Preparation of monthly financial statements that clearly identify the District’s current financial position.
- Manage District funds by investing in the highest yield funds that are supported by state protections through use of Qualified Public Depositories (QPD).
- Ability to provide and track expenditure trends with trend reports and investment tracking reports.
- Budget preparation including historical data to provide the District with sufficient information.
- Preparation of cash and investment summaries, advising and coordinating on funding issues, and other financial services as needed or requested.
We will assign a Field Manager to manage your assets to ensure they are maintained, and to ensure that you always have an up to date understanding of the current condition of the District’s immediate and long term projects, needs, and concerns. This will be communicated through a regularly scheduled inspection with a detailed written report on all assets the District is responsible for.
Specifically our Field Management Services will manage the following:
- All District permits that are issued
- Project contracts
- Complaint responses
- Stormwater systems
- Lakes and other waterways environmental condition
- Contractor performance
- Invasive plant control
- Preserves and conservation areas
- Roads including sidewalks
- All CDD owned buildings