VILLAGEWALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT LEE COUNTY REGULAR BOARD MEETING MAY 13, :00 P.M.

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1 VILLAGEWALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT LEE COUNTY REGULAR BOARD MEETING MAY 13, :00 P.M. Special District Services, Inc Riverview Center Boulevard, #253 Bonita Springs, FL Telephone 877.SDS.4922 Toll Free Facsimile

2 AGENDA VILLAGEWALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT Town Center at VillageWalk of Bonita Springs Latitude Drive Bonita Springs, Florida REGULAR BOARD MEETING May 13, :00 p.m. A. Call to Order B. Proof of Publication..Page 1 C. Establish Quorum D. Additions or Deletions to Agenda E. Comments from the Public for Items Not on the Agenda F. Approval of Minutes 1. January 8, 2016 Regular Board Meeting Minutes..Page 2 G. Old Business 1. Update from HOA Regarding Enforcement of Unauthorized Plantings on Banks a. Progress Toward Complying with the CDD s Request b. Setting a Date for Compliance c. Discussion Regarding Options for Non-Compliance H. New Business 1. Consider Resolution No Adopting a Fiscal Year 2016/2017 Proposed Budget...Page 6 2. Discussion Regarding the HOA s Intention to Perform Work on Existing District Owned Pumps and Fountains I. Engineering Report J. Administrative Matters 1. Announcement of Candidate Qualifying Period: Noon June 20, 2016 Noon June 24, Page 15 K. Board Members Comments L. Adjourn

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4 A. CALL TO ORDER VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING JANUARY 8, 2016 The January 8, 2016, Regular Board Meeting of the Village Walk Community Development District was called to order at 3:00 p.m. in the Town Center at Village Walk of Bonita Springs located at Latitude Drive, Bonita Springs, Florida B. PROOF OF PUBLICATION Proof of publication was presented that notice of the Regular Board Meeting had been published in the Naples Daily News on September 25, 2015, as legally required. C. ESTABLISH A QUORUM A quorum was established with the following Supervisors present: Chairman Chris Hasty Present Vice Chairman Scott Brooks Present Supervisor Laura Ray Present Supervisor F. James Kauffman Present Supervisor Terry L. Peters Present Staff members in attendance were: District Manager Kathleen Dailey Special District Services General Counsel Wes Haber (via telephone) Hopping, Green & Sams District Engineer Chris Wright RWA, Inc. Also present was Town Manager, Katherine Halas. D. ADDITIONS OR DELETIONS TO THE AGENDA There were no additions or deletions to the agenda. E. COMMENTS FROM THE PUBLIC FOR ITEMS NOT ON THE AGENDA District resident Joe McGuire asked about the August meeting minutes regarding Mr. Hasty meeting with the City on Bonita Beach Road. Mr. Brooks indicated that it may have been about Bella Boulevard regarding obtaining an estimate, which had been given to the City and HOA and that there is a bid out for landscaping. Dana Wilks asked about the schedule for trimming the bushes the CDD owns. Mr. Brooks explained that the CDD has a maintenance agreement with the HOA, so the HOA does the scheduling. 1 Page 2

5 VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING JANUARY 8, 2016 Leon Brylas asked about the years on the CDD bond. Mr. Brooks explained that it is a 30 year bond and Mr. Haber opined that the balance due on any residence depends on when they purchased their home. F. APPROVAL OF MINUTES 1. October 9, 2015, Regular Board Meeting The minutes of the October 9, 2015, Regular Board Meeting were presented for approval. Mr. Haber requested that the minutes reflect that he was physically present at the meeting. A motion was then made by Ms. Ray, seconded by Mr. Peters and passed unanimously to approve the minutes of the October 9, 2015, Regular Board Meeting, as amended. G. OLD BUSINESS 1. Discussion Regarding Logan/Bella Boulevard Documents Mr. Wright stated that there had been no change in the status of the matter and Ms. Dailey reminded the Board that there might not be an update for 6 to 12 months. 2. Update from HOA Regarding Enforcement of Unauthorized Plantings on Banks Ms. Halas reported her office had been working with Landcare and that 75% of the community had been inspected. She showed the Board a diagram of what had been reviewed and stated that there were seven infractions and all but two residents had removed the illegal plantings. Mr. Kauffman asked how many properties were originally non-compliant to which Ms. Halas replied that there originally had been 17, but many of the plants did not survive. Ms. Halas explained that they had mailed two letters and there had been very little push back. Mr. Kauffman asked if Ms. Halas felt that there someone who she did not believe would comply to which she indicated that she believed all would eventually comply. H. NEW BUSINESS There were no New Business items to come before the Board. I. ENGINEERING REPORT Mr. Wright stated that there were no pressing matters and that he was waiting for the lake levels to drop in order to prepare his annual report, which is usually done in February or March. Leon Brylas asked what was the original depth of the lakes and if dredging would be required. Mr. Wright opined that lakes are usually permitted for at least a 12 foot depth 2 Page 3

6 VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING JANUARY 8, 2016 and that sedimentation is normal. He indicated if dredging occurs, it would not be necessary for another 20 or 30 years, if at all. He explained that there is not much sediment in the lakes and since the construction has been completed, without extreme sediment, dredging would not be necessary. J. ADMINISTRATIVE MATTERS Ms. Dailey had no further items. District resident Richard Castiglia asked about the timetable on the bond and when it would be time to start looking at interest rates. Mr. Brooks explained that the Board had already gone through a refinancing of the first set of bonds and that the second bonds can be refinanced after 10 years, at which time the CDD Board would consist of all residents at that time. Mr. Castiglia asked when the Series bonds could be refinanced and Ms. Dailey indicated that she would get that information from her finance department. District resident Peggy Moore asked if the streets are controlled by the HOA or CDD. Mr. Hasty opined that it is confusing since both the HOA and CDD cover the entire area. He explained that the CDD handles the lakes, lake banks, stormwater and bank gutters, but also has an agreement with the HOA to do the maintenance on those items on the CDD s behalf. Mr. McGuire again brought up that the minutes of the August meeting, indicating that there may be an error, since they refer to landscaping of Bonita Beach Road instead of Bella Boulevard. Mr. Hasty stated that the City is amenable to landscaping, but it is in the future and the cost will be approximately $300,000 to $500,000, so they were not expressively agreeing to do so at this time. Upon discussion, it was agreed that the minutes of the August 14, 2015, Regular Board Meeting were incorrect. A motion was made by Mr. Brooks, seconded by Mr. Hasty to amend Item G-2 of the August 14, 2015, Regular Board Meeting Minutes to reflect Bella Boulevard instead of Bonita Beach Road. Upon being put to a vote, the motion carried 5 to 0. K. BOARD MEMBER COMMENTS Mr. Peters stated that he had been approached by the HOA about the CDD turning over property along Bella Boulevard. Mr. Brooks stated that they would need to make a request and provide specifics, although he is not sure why the HOA would want the liability of property since the CDD has sovereign immunity. He noted that the HOA could not own the property, but could come to the District for permission to control the next entrance, if that is the property they are inquiring about. Mr. Haber opined that there are tax restrictions on improvements that are publicly owned, so more information would be needed. L. ADJOURNMENT 3 Page 4

7 VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT REGULAR BOARD MEETING JANUARY 8, 2016 There being no further business to come before the Board, the Regular Board Meeting was adjourned at 3:35 p.m. on a motion made by Ms. Ray, seconded by Mr. Peters and passed unanimously. Secretary/Assistant Secretary Chair/Vice-Chair 4 Page 5

8 RESOLUTION A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE VILLAGEWALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT APPROVING A PROPOSED BUDGET FOR FISCAL YEAR 2016/2017 AND SETTING A PUBLIC HEARING THEREON PURSUANT TO FLORIDA LAW AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the VillageWalk of Bonita Springs Community Development District ( District ) was recently established by Lee County, Florida effective November 4, 2004; and WHEREAS, the District Manager has prepared and submitted to the Board of Supervisors of the VillageWalk of Bonita Springs Community Development District (the Board ) the proposed operating budget for Fiscal Year 2016/2017; and WHEREAS, the Board has considered the proposed budget and desires to set the required public hearing thereon. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE VILLAGEWALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT: 1. The operating budget proposed by the District Manager for Fiscal Year 2016/2017 attached hereto as Exhibit A is hereby approved as the basis for conducting a public hearing to adopt said budget. 2. The public hearing on said approved budget is hereby declared and set for the following date, hour and location: DATE: August 12, 2016 HOUR: 3:00 p.m. LOCATION: Town Center at VillageWalk of Bonita Springs Latitude Drive Bonita Springs, Florida The District Manager is hereby directed to submit a copy of the proposed budget to Lee County at least 60 days prior to the hearing set above. 4. In accordance with Section , Florida Statutes, the District's Secretary is further directed to post the approved budget on the District's website at least two days before the budget hearing date as set forth in Section 2. If the District does not have its own website, the District's Secretary is directed to transmit the approved budget to the managers or administrators of Lee County for posting on their website. Page 6

9 5. Notice of this public hearing shall be published in the manner prescribed in Florida law. 6. This Resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this 13 th day of May, ATTEST: VILLAGEWALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT Secretary/Assistant Secretary Chairman Exhibit A: Fiscal Year 2016/2017 Budget Page 7

10 Village Walk Of Bonita Springs Community Development District Proposed Budget For Fiscal Year 2016/2017 October 1, September 30, 2017 Page 8

11 CONTENTS I II PROPOSED BUDGET DETAILED PROPOSED BUDGET III DETAILED PROPOSED DEBT SERVICE FUND BUDGET (SERIES 2007) IV DETAILED PROPOSED DEBT SERVICE FUND BUDGET (SERIES 2015) V ASSESSMENT COMPARISON Page 9

12 PROPOSED BUDGET VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2016/2017 OCTOBER 1, SEPTEMBER 30, 2017 FISCAL YEAR 2016/2017 REVENUES BUDGET O & M ASSESSMENTS 100,052 DEBT ASSESSMENTS - SERIES ,570 DEBT ASSESSMENTS - SERIES ,658 OTHER REVENUES 0 INTEREST INCOME 360 TOTAL REVENUES $ 1,164,640 EXPENDITURES SUPERVISOR FEES 2,400 ENGINEERING/MAINTENANCE 19,000 MANAGEMENT 37,200 SECRETARIAL 4,200 LEGAL 11,500 ASSESSMENT ROLL 10,000 AUDIT FEES 3,400 ARBITRAGE REBATE FEE - SERIES 2005/ ARBITRAGE REBATE FEE - SERIES INSURANCE 6,750 LEGAL ADVERTISING 1,400 MISCELLANEOUS 1,000 POSTAGE 675 OFFICE SUPPLIES 800 DUES & SUBSCRIPTIONS 175 WEBSITE MANAGEMENT 1,500 TRUSTEE FEES - SERIES 2005/2015 4,000 TRUSTEE FEES - SERIES ,800 CONTINUING DISCLOSURE FEE - SERIES 2005/2015 1,000 CONTINUING DISCLOSURE FEE - SERIES ,000 TOTAL EXPENDITURES $ 111,100 REVENUES LESS EXPENDITURES $ 1,053,540 BOND PAYMENTS (SERIES 2007) (633,241) BOND PAYMENTS (SERIES 2005/2015) (377,775) BALANCE $ 42,524 COUNTY APPRAISER & TAX COLLECTOR ADMINISTRATIVE COSTS (11,643) DISCOUNTS FOR EARLY PAYMENTS (46,571) EXCESS/ (SHORTFALL) $ (15,690) CARRYOVER FROM PRIOR YEAR 15,690 NET EXCESS/ (SHORTFALL) $ - Note: Projected Available Funds Balance As Of is $185,000 5/4/2016 9:57 AM I Page 10

13 DETAILED PROPOSED BUDGET VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2016/2017 OCTOBER 1, SEPTEMBER 30, 2017 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2014/ / /2017 REVENUES ACTUAL BUDGET BUDGET COMMENTS O & M ASSESSMENTS 103, , ,052 Expenditures Less Interest & Carryover/.95 DEBT ASSESSMENTS - SERIES , , ,570 Bond Payments/.95 DEBT ASSESSMENTS - SERIES , , ,658 Bond Payments/.95 OTHER REVENUES INTEREST INCOME Interest Projected At $30 Per Month TOTAL REVENUES $ 1,262,912 $ 1,177,148 $ 1,164,640 EXPENDITURES SUPERVISOR FEES 0 2,400 2,400 Supervisor Fees ENGINEERING/MAINTENANCE 13,223 20,000 19,000 $1,000 Decrease From 2015/2016 Budget MANAGEMENT 36,660 36,948 37,200 CPI Adjustment SECRETARIAL 4,200 4,200 4,200 No Change From 2015/2016 Budget LEGAL 13,522 9,500 11, /2016 Expenditures Through Jan 2016 Were $1,433 ASSESSMENT ROLL 10,000 10,000 10,000 As Per Contract AUDIT FEES 3,400 3,400 3,400 Accepted Amount For 2015/2016 Audit ARBITRAGE REBATE FEE - SERIES 2005/ No Change From 2015/2016 Budget ARBITRAGE REBATE FEE - SERIES No Change From 2015/2016 Budget INSURANCE 6,103 6,900 6,750 Insurance Company Estimate LEGAL ADVERTISING 1,773 1,400 1,400 No Change From 2015/2016 Budget MISCELLANEOUS 226 1,000 1,000 No Change From 2015/2016 Budget POSTAGE $25 Decrease From 2015/2016 Budget OFFICE SUPPLIES 1, No Change From 2015/2016 Budget DUES & SUBSCRIPTIONS No Change From 2015/2016 Budget WEBSITE MANAGEMENT 0 1,500 1,500 No Change From 2015/2016 Budget TRUSTEE FEES - SERIES 2005/ ,900 4,000 $100 Increase From 2015/2016 Budget TRUSTEE FEES - SERIES ,716 3,900 3,800 $100 Decrease From 2015/2016 Budget CONTINUING DISCLOSURE FEE - SERIES 2005/2015 1,000 1,000 1,000 No Change From 2015/2016 Budget CONTINUING DISCLOSURE FEE - SERIES ,000 1,000 1,000 No Change From 2015/2016 Budget TOTAL EXPENDITURES $ 98,191 $ 110,023 $ 111,100 REVENUES LESS EXPENDITURES $ 1,164,721 $ 1,067,125 $ 1,053,540 BOND PAYMENTS (SERIES 2007) (647,943) (645,520) (633,241) 2017 P & I Payments BOND PAYMENTS (SERIES 2005/2015) (463,558) (377,775) (377,775) 2017 P & I Payments BALANCE $ 53,220 $ 43,830 $ 42,524 COUNTY APPRAISER & TAX COLLECTOR ADMINISTRATIVE COSTS (3,077) (11,226) (11,643) One Percent Of Total Assessment Roll DISCOUNTS FOR EARLY PAYMENTS (45,533) (44,904) (46,571) Four Percent Of Total Assessment Roll EXCESS/ (SHORTFALL) $ 4,610 $ (12,300) $ (15,690) CARRYOVER FROM PRIOR YEAR 0 12,300 15,690 Carryover From Prior Year NET EXCESS/ (SHORTFALL) $ 4,610 $ - $ - Note: Projected Available Funds Balance As Of is $185,000 5/4/2016 9:57 AM II Page 11

14 DETAILED PROPOSED DEBT SERVICE (SERIES 2007) FUND BUDGET VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2016/2017 OCTOBER 1, SEPTEMBER 30, 2017 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2014/ / /2017 REVENUES ACTUAL BUDGET BUDGET COMMENTS Interest Income Projected Interest For 2016/2017 NAV Collection 647, , ,241 Maximum Debt Service Collection Total Revenues $ 647,981 $ 645,570 $ 633,291 EXPENDITURES Principal Payments 190, , ,000 Principal Payment Due In 2017 Interest Payments 455, , ,846 Interest Payments Due In 2017 Additional Principal Payments 0 4,730 4,445 Principal Prepayments Total Expenditures $ 645,775 $ 645,570 $ 633,291 Excess/ (Shortfall) $ 2,206 $ - $ - Series 2007 Bond Information Original Par Amount = $9,815,000 Annual Principal Payments Due = May 1st Interest Rate = 5.15% Annual Interest Payments Due = May 1st & November 1st Issue Date = March 2007 Maturity Date = May /4/2016 9:57 AM III Page 12

15 DETAILED PROPOSED DEBT SERVICE (SERIES 2015) FUND BUDGET VILLAGE WALK OF BONITA SPRINGS COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2016/2017 OCTOBER 1, SEPTEMBER 30, 2017 FISCAL YEAR FISCAL YEAR FISCAL YEAR 2014/ / /2017 REVENUES ACTUAL BUDGET BUDGET COMMENTS Interest Income Projected Interest For 2016/2017 NAV Collection 463, , ,775 Maximum Debt Service Collection Total Revenues $ 463,582 $ 377,825 $ 377,825 EXPENDITURES Principal Payments 160, , ,000 Principal Payment Due In 2017 Interest Payments 303, , ,525 Interest Payments Due In 2017 Additional Principal Payments ,300 Additional Principal Payments Total Expenditures $ 463,520 $ 377,825 $ 377,825 Excess/ (Shortfall) $ 62 $ - $ - Series 2015 Bond Refunding Information Original Par Amount = $5,625,000 Annual Principal Payments Due = May 1st Interest Rate = 2.00% % Annual Interest Payments Due = May 1st & November 1st Issue Date = January 2015 Maturity Date = May /4/2016 9:57 AM IV Page 13

16 Village Walk Community Development District Assessment Comparison Fiscal Year Fiscal Year Fiscal Year Fiscal Year Lot 2013/ / / /2017 Size Assessment* Assessment* Assessment* Projected Assessment* Phases I & 2 Townhome 26' O & M $ $ $ $ Cayman Debt $ $ $ $ Total $ 6 $ 6 $ $ Duplex 36' O & M $ $ $ $ Capri Debt $ $ $ $ Total $ 6 $ 6 $ $ Single Family 50' O & M $ $ $ $ Oakmont Debt $ $ $ $ Total $ $ $ $ Single Family 60' O & M $ $ $ $ Carlyle Debt $ $ $ $ Total $ $ $ $ Phases 3 & 4 Townhome 26' O & M $ $ $ $ Cayman Debt $ $ $ $ Total $ 6 $ 6 $ 6 $ 6 Duplex 36' O & M $ $ $ $ Capri Debt $ $ $ $ Total $ 6 $ 6 $ 6 $ 6 Single Family 40' O & M $ $ $ $ Garden Debt $ $ $ $ Total $ $ $ $ Single Family 50' O & M $ $ $ $ Oakmont Debt $ $ $ $ Total $ $ $ $ Single Family 50' O & M $ $ $ $ Classic Debt $ $ $ $ Total $ $ $ $ Single Family 60' O & M $ $ $ $ Carlyle Debt $ $ $ $ Total $ $ $ $ Single Family 65' O & M $ $ $ $ Estate Debt $ $ $ $ Total $ $ $ $ * Assessments Include the Following : 4% Discount for Early Payments 1% County Tax Collector Costs/Property Appraiser Costs Community Information: Phase I Maximum Annual No. of Units Type Name Debt Assessment Bond Prepayments 126 Townhome Cayman $ Duplex Capri/Carrington $ SF Oakmont $ SF Carlyle $ Phase II Maximum Annual Lot No. of Units Type Name Debt Assessment Bond Prepayments Differential Prepayment* 112 Townhouse Cayman $ Duplex Capri/Carrington $ SF Garden $ (133) 127 SF Oakmont $ (10) 215 SF Classic $ SF Carlyle $ SF Estate $ * Developer made Bond Prepayment in November 2015 for 39 lot differential (143 Units replaced with 104 Units) Phase Phase Total Units /4/2016 9:57 AM V Page 14

17 SPECIAL DISTRICT CANDIDATES Candidates may pre-qualify beginning 10:00 a.m., Monday, June 6, 2016 Official Candidate-Qualifying Period: NOON, Monday, June 20, 2016 through NOON, Friday, June 24, 2016 Thoroughly review the information contained in this handout regarding the filing of candidatequalifying forms and filing deadlines for Special District candidates. A candidate must review all STEPS to ensure that he or she files all required forms and timely completes the candidate-qualifying process! IF YOU ARE: Pre-Qualifying Period means: The time-period, 14-days prior to the Official Candidate- Qualifying Period, during which a candidate can submit ALL required candidate-qualifying forms and pay the required candidate filing fee. Often referred to as early qualifying. Official Candidate-Qualifying Period means: The official time-period provided by Florida Law for candidates to submit ALL required candidate-qualifying forms and pay the required candidate filing fee. Before May 23, 2016: Go to STEPS 1 and 2. Step 1 is not required if the candidate does not use the candidate-petition method. Between May 23 and June 6, 2016: Go to Step 2. On or after June 6, 2016: Go to Step 3. STEP 1: Candidate Petition Process in Lieu of Paying Filing Fee Deadline to Submit Signatures is Noon, Monday, May 23, 2016 Candidate-petition signatures are not required, however, a Special District candidate who intends to utilize the candidatepetition method in lieu of paying the $25 filing fee must: 1. Submit initial forms in STEP 2 with candidate petition signatures; 2. Utilize Form DSDE 104 (Eff. 09/11) Candidate Petition Form to obtain signatures (signatures may only be on this Form); 3. Must include the area, seat or district number on each Form DSDE 104 submitted for validation and certification. 4. Obtain the valid signatures of 25 registered electors in the geographical area represented by the office sought; 5. Submit candidate-petition signatures to the Lee County Supervisor of Elections for validation and certification; 6. Submit candidate-petition signatures BEFORE NOON, May 23, 2016; 7. Pay, to the Supervisor of Elections, the signature verification fee of 10 cents per signature submitted; 8. The signature verification fee may be paid from personal funds; 9. A candidate who obtains the required number of signatures will not be required to pay the $25 filing fee; 10. YOU ARE NOT FINISHED you must file additional candidate-qualifying forms BETWEEN Monday, June 6, 2016 and Noon, Friday, June 24, 2016! WHAT IF I MISS THE MAY 23, 2016 DEADLINE TO SUBMIT CANDIDATE PETITIONS? CAN I STILL FILE? YES! GO TO STEP 2 Page 15

18 STEP 2: Prior to Monday, June 6, 2016, a candidate may only file the following forms: 1. Candidate Campaign File Cover Sheet; 2. Affidavit of Intent for Special District Candidate; 3. Form DSDE 9 Appointment of Campaign Treasurer (only required for those candidates who intend to actively campaign Form DSDE 9 can be filed later in the campaign, once a candidate decides that he or she will actively campaign) Any Special District candidate who intends to accept contributions or make expenditures in connection with his/her campaign (this includes personal funds with the exception of signature verification fees or the candidate filing fee) will be required to appoint a campaign treasurer, designate a campaign depository, and file periodic campaign treasurer s reports with the Lee County Supervisor of Elections pursuant to Florida Statutes and ; 4. Form DSDE 84 Statement of Candidate (only required for those candidates who file Form DSDE 9 and is filed 10 days after filing Form DSDE 9 Appointment of Campaign Treasurer); if Form DSDE 9 Appointment of Campaign Treasurer is not filed, Form DSDE 84 is not required; 5. YOU ARE NOT FINISHED you must file additional candidate-qualifying forms BETWEEN Monday, June 6, 2016 and Noon, Friday, June 24, 2016! STEP 3: For Step 1 and Step 2 Candidates OR New Filers Step 1 and Step 2 candidates may file the remainder of required candidate-qualifying forms on or after Monday, June 6, NEW FILERS, on or after Monday, June 6, 2016 may file as indicated below: 1. Candidate Campaign File Cover Sheet; 2. Affidavit of Intent for Special District Candidate; 3. Form DSDE 9 Appointment of Campaign Treasurer (only required for those candidates who intend to actively campaign Form DSDE 9 can be filed later in the campaign, once a candidate decides that he or she will actively campaign) Any Special District candidate who intends to accept contributions or make expenditures in connection with his/her campaign (this includes personal funds with the exception of signature verification fees or the candidate filing fee) will be required to appoint a campaign treasurer, designate a campaign depository, and file periodic campaign treasurer s reports with the Lee County Supervisor of Elections pursuant to Florida Statutes and ; 4. Form DSDE 84 Statement of Candidate (only required for those candidates who file Form DSDE 9 and is filed 10 days after filing Form DSDE 9 Appointment of Campaign Treasurer); if Form DSDE 9 Appointment of Campaign Treasurer is not filed, Form DSDE 84 is not required; 5. Form 1 Statement of Financial Interest for 2015 (must be properly completed, dated and signed); 6. Form DSDE 25 Candidate Oath Non-Partisan Office (must be properly executed); 7. Signed and dated Canvassing Board Meetings and Logic and Accuracy Testing Schedules for the Primary and General Elections; 8. Candidates who utilized the candidate-petition process and obtained the required number of candidatepetition signatures prior to May 23, 2016) will not be required to pay the $25 filing fee in #9; 9. OR pay a $25 filing fee (the filing fee for a Special District can be paid with personal funds such as personal check, money order, or cash); 10. If paying $25 filing fee by check or money order, make payable to Lee County Elections Office; 11. All forms and fees (if any) must be submitted prior to NOON, Friday, June 24, 2016! DEADLINE TO FILE IS NOON, FRIDAY, JUNE 24, 2016! Page 16