Poitras East Community Development District
3501 Quadrangle Boulevard, Suite 270, Orlando, FL 32817; Phone: 407-723-5900 http://poitraseastcdd.com/

The following is the proposed agenda for the upcoming Meeting of the Board of Supervisors for the Poitras East Community Development District (“District”), scheduled to be held at 4:00 p.m. on Tuesday, October 21, 2025, at 6900 Tavistock Lakes Blvd., Ste. 200, Orlando, FL 32827. A quorum will be confirmed prior to the start of the meeting.

District Staff, please use the following information to join via the computer or the conference line: Phone: 1-844-621-3956	Computer: pfmcdd.webex.com	Participant Code: 2531 126 0013#
BOARD OF SUPERVISORS’ MEETING AGENDA

Organizational Matters
Roll Call to Confirm Quorum
Public Comment Period
Consideration of the Minutes of the September 16, 2025, Board of Supervisors’ Meeting (provided under separate cover)

Financing Matters
Consideration of Disclosure of Public Financing
Business Matters
Review of District Infrastructure Assessment Report (provided under separate cover)
Ratification of Egis Insurance Package for FY 2026
Ratification of Non-Ad Valorem Assessment Administration Agreement for FY 2026
Ratification of Operation and Maintenance Expenditures Paid in September 2025 in= an amount totaling $30,003.80 (provided under separate cover)
Recommendation of Work Authorization/Proposed Services (if applicable)
Review of District’s Financial Position and Budget to Actual YTD (provided under separate cover)

Other Business
Staff Reports
District Counsel
District Manager
District Engineer
Construction Supervisor
Landscape Supervisor
Irrigation Supervisor
Supervisor Requests

Adjournment

Poitras East Community Development District

Minutes of the September 16, 2025, Board of Supervisors’ Meeting (provided under separate cover)

Poitras East Community Development District

Disclosure of Public Financing

This instrument was prepared by:

Tucker F. Mackie, Esq.
Kutak Rock LLP
107 West College Ave Tallahassee, Florida 32301

DISCLOSURE OF PUBLIC FINANCE

The Poitras East Community Development District (“District”) is a unit of special-purpose local government created pursuant to and existing under the provisions of Chapter 190, Florida Statutes. Under Florida law, community development districts are required to take affirmative steps to provide for the full disclosure of information relating to the public financing and maintenance of improvements to real property undertaken by such districts. The following information is provided to fulfill this statutory requirement.
WHAT IS THE DISTRICT AND HOW IS IT GOVERNED?

The District is an independent local unit of special purpose government, created pursuant to and existing under the provisions of Chapter 190, Florida Statutes, and established by Ordinance No. 2018-38, which was enacted by the City Council of the City of Orlando, Florida (“City Commission”), and which became effective on July, 9, 2018. The District currently encompasses approximately 1,060.689 acres of land located entirely within the City of Orlando, Florida (“City”). The legal description of the lands encompassed within the District is attached hereto as Exhibit A. As a local unit of special-purpose government, the District provides an alternative means for planning, financing, constructing, operating and maintaining various public improvements and community facilities within its jurisdiction.
The District is governed by a five-member Board of Supervisors (“Board”), the members of which are initially elected by landowners within the District and must be at least eighteen (18) years of age, a resident of the State and a citizen of the United States. Upon the later of six (6) years after the District’s establishment and the year when the District next attains at least two hundred fifty (250) qualified electors, Supervisors whose terms are expiring will begin to be elected (as their terms expire) by qualified electors of the District. A qualified elector is a registered voter who is at least eighteen (18) years of age, a resident of the District and the State and a citizen of the United States. At the election where Supervisors are first elected by qualified electors, two Supervisors must be qualified electors and be elected by qualified electors, each elected to four-year terms. The seat of the remaining Supervisor whose term is expiring at such election shall be filled by a Supervisor who is elected by the landowners for a four-year term and who is not required to be a qualified elector. Thereafter, as terms expire, all Supervisors must be qualified electors and must be elected by qualified electors to serve staggered four-year terms.
Board meetings are noticed in the local newspaper and are conducted in a public forum in which public participation is permitted. Consistent with Florida’s public records laws, the records of the District are available for public inspection during normal business hours. Board members are similarly bound by the State’s open meetings law and are subject to the same disclosure requirements as other elected officials under the State’s ethics laws.

For more information about the District, please visit: https://poitraseastcdd.com. Alternatively, please contact the District’s Manager, c/o PFM Group Consulting, LLC, 3501 Quadrangle Blvd., Suite 270, Orlando, Florida 32817, telephone (407) 723-5900 (“District Office”).
DESCRIPTION OF PROJECTS, BONDS & ASSESSMENTS

The District is authorized by Chapter 190, Florida Statutes, to finance, fund, plan, establish, acquire, install, equip, operate, extend, construct, or reconstruct roadway improvements, potable water, reclaimed water and sanitary sewer facilities, electrical utilities and street lighting, stormwater management and drainage facilities, recreation facilities and amenities, and other infrastructure projects and services necessitated by the development of, and serving lands within, the District.

To finance the construction of such projects, the District is authorized to issue bonds that are secured by special assessments levied against properties within the District that are benefitted by the projects. On August 10, 2020, the Circuit Court of the Ninth Judicial Circuit of Florida, in and for Orange County, Florida, entered a Final Judgment validating the District’s ability to issue not to exceed
$169,000,000 in Special Assessment Revenue Bonds for infrastructure needs of the District.

Bonds & Assessments

On September 10, 2020, the District issued its Not-To-Exceed $25,000,000 Special Assessment Revenue Bond Anticipation Note, Series 2020 (“Series 2020 Note”) to finance a portion of its capital improvement plan known as the “Initial Phase” (“Initial Phase”). The Initial Phase included, among other things, roadway improvements, potable water, reclaimed water, and sanitary sewer facilities, electrical duct bank and street light conduit, stormwater management and drainage facilities, recreational facilities and amenities, landscape and irrigation improvements, and soft costs, as described in more detail in the Engineer’s Report and Capital Improvement Program, dated May 19, 2020, (the “2020 Engineer’s Report”). The Series 2020 Note has matured and been paid in full.
On February 14, 2023, the District issued its $24,655,000 Special Assessment Revenue Bonds, Series 2023 (“Series 2023 Bonds”) to finance a portion of its capital improvement plan known as the “Series 2023 Project” (“2023 Project”). The 2023 Project includes, among other things, roadway improvements, potable water, reclaimed water, and sanitary sewer facilities, electrical duct bank and street light conduit, stormwater management and drainage facilities, recreational facilities and amenities, landscape and irrigation improvements, and soft costs, as described in the Amended and Restated Engineer’s Report and Capital Improvement Program, dated December 19, 2022 (the “2023 Engineer’s Report”).
The Series 2023 Bonds are secured by special assessments (“Series 2023 Assessments”) levied and imposed on benefitted lands within the District. The Assessments are further described in the Master Assessment Methodology Report, dated May 18, 2020, and the Supplemental Assessment Methodology Report Phase 1 Project, Series 2023 Bonds, dated January 27, 2023 (together, the “2023 Assessment Report”).
On September 18, 2025, the District issued its $9,010,000 Special Assessment Revenue Bonds, Series 2025 (“Series 2025 Bonds”) to finance a portion of its capital improvement plan known as the “Series 2025 Project” (“2025 Project”). The 2023 Project includes, among other things, roadway improvements, potable water, reclaimed water, and sanitary sewer facilities, electrical duct bank and

street light conduit, stormwater management and drainage facilities, recreational facilities and amenities, landscape and irrigation improvements, and soft costs, as described in the Second Amended and Restated Engineer’s Report and Capital Improvement Program, dated July 15, 2025 (the “2025 Engineer’s Report,” and together with the 2020 Engineer’s Report and the 2023 Engineer’s Report, the “Engineer’s Report”).
The Series 2025 Bonds are secured by special assessments (“Series 2025 Assessments” and with the Series 2020 Assessments and the Series 2023 Assessments, the “Debt Assessments”) levied and imposed on benefitted lands within the District. The Assessments are further described in the Master Assessment Methodology Report, dated May 18, 2020, and the Supplemental Assessment Methodology Report, Series 2025 Bonds, dated September 4, 2025 (together, the “2025 Assessment Report” and with the 2020 Assessment Report and the 2023 Assessment Report, the “Assessment Report”).

The District may undertake the construction, acquisition, or installation of other future improvements and facilities, which may be financed by bonds, notes or other methods authorized by Chapter 190, Florida Statutes. For further information, please contact the District Office.
Operation and Maintenance Assessments

In addition to the Debt Assessments, the District also imposes on an annual basis operations and maintenance assessments (“O&M Assessments”), which are determined and calculated annually by the Board in order to fund the District’s annual operations and maintenance budget. O&M Assessments are levied against all benefitted lands in the District and may vary from year to year based on the amount of the District’s budget. O&M Assessments may also be affected by the total number of units that ultimately are constructed within the District. The allocation of O&M Assessments is set forth in the resolutions imposing the assessments. Please contact the District Office for more information regarding the allocation of O&M Assessments.
Collection Methods

For any given fiscal year, the District may elect to collect any special assessment for any lot or parcel by any lawful means. Generally speaking, the District may elect to place a special assessment on that portion of the annual real estate tax bill, entitled “non-ad valorem assessments,” which would then be collected by the Orange County Tax Collector in the same manner as county ad valorem taxes. Alternatively, the District may elect to collect any special assessment by sending a direct bill to a given landowner. The District reserves the right to change collection methods from year to year.
For more information, please visit: https://poitraseastcdd.com. Additionally, a detailed description of all of the District’s assessments, fees and charges, as well as copies of the Engineer’s Report, Assessment Report, and other District records described herein, may be obtained from the registered agent of the District as designated to the Florida Department of Commerce in accordance with Section 189.014, Florida Statutes, or by contacting the District Office. Please note that changes to the District’s capital improvement plans and financing plans may affect the information contained herein and all such information is subject to change at any time and without further notice.
[THIS SPACE INTENTIONALLY LEFT BLANK]

IN WITNESS WHEREOF, the foregoing Disclosure of Public Finance has been executed to be effective as of the 	 day of 	 2025.

WITNESS	POITRAS EAST COMMUNITY DEVELOPMENT DISTRICT

By: 	  By: 	 Name: 	  Name: 	 Address: 		  Title: 	

By: 		 Name: 		 Address: 	

STATE OF FLORIDA
COUNTY OF 	
The foregoing instrument was acknowledged before me by means of  physical presence or 
online notarization, this 	 day of 	 2025, by 	, as
	 of POITRAS EAST COMMUNITY DEVELOPMENT DISTRICT, who appeared before me this day in person, and who is either personally known to me, or produced 	 as identification.

NOTARY PUBLIC, STATE OF FLORIDA

(NOTARY SEAL)	Name:	
(Name of Notary Public, Printed, Stamped or Typed as Commissioned)

EXHIBIT A: Legal Description of Boundaries of District

EXHIBIT A
Legal Description of Boundaries of District

POITRAS PROPERTY POITRAS	AST DD JANUARY 4, 2018
- CRIPTlO :
That part of Section 36, Township 24 South, Range 30 Bast. Orang County, Florida and that part of Sections 3 l and 32, Township 24 South,,Range 31 East, Orange County, lorida, d cribed as follows:
Commence ;d the No.nheast comer of said Section 3l ;. thence S89·04I'29�W along 111:le No11h line of said Secti:on 31, for a distance of 30.34 foet to tile POOO' OF BEOCNNING and the West right-ofaway Iine of N,rcoossee Road, as described in Official Records Book I0003. Page 463, of th Public Records of Or-ange County, Florida, and a point on a no1Hangent curve oonc.,ave Northeasterly having a radius of 4595.35 feet and a chord bearing of S24°36'38" ; thence departing said Nonh line run Southeasterly along said West right-of-way line and along the arc of said curve through a central angle of 34°11'08" for a distance of 2741.83 feet to the point of tangency; th nee S41°42'12''E along said West right- f-w y line and the West right-of-way line of Narcoossee Road, as descril:>.ed in Official Records Book 9838. Page 6700, of the Public Records of Orange County, Florida, for a distance of 2244.39 feet lo the outh line of
lands. described in OfficL l. Records Book W345, Page 188,2, of the Public Records of Orange County, Florida: lltence dep ning •afd West rig t-of-way line rum N89°42'29"W along s· id South line, I 2i08.33 feet to the Southwest oomer of said lands de0scribed in Official Record Book •0345, Pnge 1882: Lh noe departing said South �ne nm SOl 02S'03''E along the West Jine of the Southea ·t U4 of th.e Southwest 1/4
of said Section 32, for a distance of .1429.96 feet to the North.erly right-of-way line of State Road .530 (Boggy Creek Road), as	cribed in Deed Book 803, Page 550, of the Public Records of Orange County. lorida; thence departing said West line run S89c,56'29"W I ng said Northerly right-of-way lin , 6288.89 feet to the point of curvature of a curve concave Southerly having a radius of 1482.62 feet and a ch rd be.aring of S83°06'59"W; thence W terly along aid Northerly right-of-way line and along lhe arc of said curve through a central angle of J3D39'01" for a distance of 3S3.22 feet to a non�tangent line and the South line of the Southwest 1/4 of aid Section 31; thence depaning said No.rtherly righ.t-of-way line nm NS.9°55'11"W ;iJo:ng • id South line. 16.39 feet to the So hwes-tcorner of s id Section 31; then N89°53'3·2'W .: long the Sm.1th l'ne of the So,utheast /4 of sa1i.cfSflection 36, for a distance of 2413.39 feet lo the Soutl 114 comer of said Section 36; thence N89°S1'34"W along the South line of the s·ou:1lllwest 1/4 of said Sect1ion 36,. for a di anee of 3 t 8.67 feet:. them:e depaning s•a d South Iinc run N31"21'l3"W, l436.64 feet; thence N20°38'58"E, l859.82 feet to the South line o<f 1 nd described in Off'dal Re<:ord Book 5620, P:ige 2323, of the Public Record of Orange County, Florida; thence run the following courses and distances along said South line: N41"57'03"E, 684.96 feet; S38°30'26"E, 305.98 feet� N68°04'58''E, 1694.91 feel; N44°l5'5 I" , 829.96 feel: NOO<>QO'l6"W. 244.99 feet; N3ICIJ I '51"W, 274.99
feet; N38°13'29"E, 799.96 feet to th aforesaid North line of Section 31; thence departing aid _outh line run N89°41'29"8 along aid North line, 4882.50 feet lo the POCNT OF BEGINNING. hi description is based on Flolicla State Plane Coordinate System East 'lo e, average combined scale factor of 0;99994883912, NAD 83 Datum ,(20  adj lment) and all. distances are gr'd dimension,s.
Being s!Jlbject to aiy rights-of-way, restrictions and easements of record.
he above described parcel of hmd contains I060.1689 acr,es more or less when measured in grm.md dimensions.

Poitras East Community Development District

District Infrastructure Assessment Report
(provided under separate cover)

Poitras East Community Development District

Egis Insurance Package for FY 2026

F

JFLORIDA INSURANCE
ALLIANCE

Egis Insurance & Risk Advisors
Is pleased to provide a Proposal of Insurance Coverage for:

Poitras East Community Development District

Please review the proposed insurance coverage terms and conditions carefully. Written request to bind must be received prior to the effective date of coverage.

The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms. For more complete and detailed information relating to the scope and limits of coverage, please refer directly to the Coverage Agreement documents. Specimen forms are available upon request.

Page / 1

About FIA

Florida Insurance Alliance ("FIA"), authorized and regulated by the Florida Office of Insurance Regulation, is a non-assessable, governmental insurance Trust. FIA was created in September 2011 at a time when a large number of Special Taxing Districts were having difficulty obtaining insurance.
Primarily, this was due to financial stability concerns and a perception that these small to mid-sized Districts had a disproportionate exposure to claims. Even districts that were claims free for years could not obtain coverage. FIA was created to fill this void with the goal of providing affordable insurance coverage to Special Taxing Districts. Today, FIA proudly serves and protects over 1,000 public entity members.

Competitive Advantage
FIA allows qualifying Public Entities to achieve broad, tailored coverages with a cost-effective insurance program. Additional program benefits include:
Insure-to-value property limits with no coinsurance penalties
First dollar coverage for "alleged" public official ethics violations
Proactive in-house claims management and loss control department
Risk management services including on-site loss control, property schedule verification and contract reviews
Complimentary Property Appraisals
Online Risk Management Education & Training portal
Online HR & Benefits Support portal
HR Hotline
Safety Partners Matching Grant Program

How are FIA Members Protected?
FIA employs a conservative approach to risk management. Liability risk retained by FIA is fully funded prior to the policy term through member premiums. The remainder of the risk is transferred to reinsurers. FIA's primary reinsurers, Lloyds of London and Hudson Insurance Company, both have AM Best A XV (Excellent) ratings and surplus of $2Billion or greater.

In the event of catastrophic property losses due to a Named Storm (i.e., hurricane), the program bears no risk as all losses are passed on to the reinsurers.

What Are Members Responsible For?
As a non-assessable Trust, our members are only responsible for two items:
Annual Premiums
Individual Member Deductibles

FIA Bylaws prohibit any assessments or other fees.

Additional information regarding FIA and our member services can be found at www.fia360.org.

Page I 2

Quotation being provided for:

Poitras East Community Development District c/o PFM Group Consulting, LLC
3501 Quadrangle Boulevard, Suite 270
Orlando, FL 32817

Term: October 1, 2025 to October 1, 2026

Quote Number: 100125365

PROPERTY COVERAGE

SCHEDULE OF COVERAGES AND LIMITS OF COVERAGE
COVERED PROPERTY	
Total Insured Values -Building and Contents - Per Schedule on file totalling	$1,493,714	
Loss of Business Income	$1,000,000	
Additional Expense	$1,000,000	
Inland Marine	
Scheduled Inland Marine	$0	

It is agreed to include automatically under this Insurance the interest of mortgagees and loss payees where applicable without advice.

	Valuation	Coinsurance	
Property	Replacement Cost	None	
Inland Marine	Actual Cash Value	None	

DEDUCTIBLES:	$2,500	Per Occurrence, All other Perils, Building & Contents and Extensions of Coverage.	
	5%	Total Insured Values per building, including vehicle values, for "Named Storm" at each affected location throughout Florida subject to a minimum of $10,000 per
occurrence, per Named Insured.	
	Per Attached Schedule	Inland Marine	

Special Property Coverages	
Coverage	Deductibles	Limit	
Earth Movement	$2,500	Included	
Flood	$2,500 *	Included	
Boiler & Machinery	$2,500	Included	
TRIA		Included	
*Except for Zones A & V {see Terms and Conditions) excess of NFIP, whether purchased or not

TOTAL PROPERTY PREMIUM	$15,476

Page I 3

Extensions of Coverage
If marked with an "X" we will cover the following EXTENSIONS OF COVERAGE under this Agreement, These limits of liability do not increase any other applicable limit of liability.

(X)	Code	Extension of Coverage	Limit of Liability	
X	A	Accounts Receivable	$500,000 in any one occurrence	

X	
B	
Animals	$1,000 any one Animal
$5,000 Annual Aggregate in any one agreement period	

X	
C	
Buildings Under Construction	As declared on Property Schedule, except new buildings being erected at sites other than a covered location which is limited to $250,000 estimated final contract value any one construction project.	
X	D	Debris Removal Expense	$2SO,OOO per insured or 25% of loss, whichever is greater	

X	
E	Demolition Cost, Operation of Building
Laws and Increased Cost of
Construction	
$500,000 in any one occurrence	
X	F	Duty to Defend	$100,000 any one occurrence	
X	G	Errors and Omissions	$250,000 in any one occurrence	
X	H	Expediting Expenses	$250,000 in any one occurrence	
X	I	Fire Department Charges	$50,000 in any one occurrence	
X	J	Fungus Cleanup Expense	$50,000 in the annual aggregate in any one occurrence	
X	K	Lawns, Plants, Trees and Shrubs	
$50,000 in any one occurrence	
X	L	Leasehold Interest	Included	
X	M	Air Conditioning Systems	Included	

X	
N	
New locations of current Insureds	$1,000,000 in any one occurrence for up to 90 days, except 60 days for Dade, Broward, Palm Beach from the date such new location(s) is first purchased, rented or occupied whichever is earlier. Monroe County on prior submit basis only	
X	0	Personal property of Employees	$500,000 in any one occurrence	
X	p	Pollution Cleanup Expense	$50,000 in any one occurrence	
X	Q	Professional Fees	$50,000 in any one occurrence	
X	R	Recertification of Equipment	Included	
X	s	Service Interruption Coverage:	$500,000 in any one occurrence	
X	T	Transit	$1,000,000 in any one occurrence	

X	u	Vehicles as Scheduled Property	
Included	
X	V	Preservation of Property	$2SO,OOO in any one occurrence	
X	w	Property at Miscellaneous Unnamed Locations	
$250,000 in any one occurrence	

X	
X	Piers, docs and wharves as Scheduled Property	
Included on a prior submit basis only	

Page I 4

X	y	Glass and Sanitary Fittings Extension	
$25,000 any one occurrence	
X	z	Ingress/ Egress	45 Consecutive Days	
X	AA	Lock and Key Replacement	$2,500 any one occurrence	
X	BB	Awnings, Gutters and Downspouts	
Included	
X	cc	
Civil or Military Authority	
45 Consecutive days and one mile	

CRIME COVERAGE

Description	Limit	Deductible	
Forgery and Alteration	$100,000	$1,000	
Theft, Disappearance or Destruction	$100,000	$1,000	
Computer Fraud including Funds Transfer Fraud	$100,000	$1,000	
Employee Dishonesty, including faithful performance, per loss	$100,000	$1,000	

Deadly Weapon Protection Coverage

Coverage	Limit	Deductible	
Third Party Liability	$1,000,000	$0	
Property Damage	$1,000,000	$0	
Crisis Management Services	$250,000	$0	

Page I 5

AUTOMOBILE COVERAGE

Coverages	Covered Autos	Limit	Premium	
Covered Autos Liability	8,9	$1,000,000	Included	
Personal Injury
Protection	N/A		Not Included	
Auto Medical Payments	N/A		Not Included	
Uninsured Motorists including Underinsured
Motorists	N/A		Not Included	
Physical Damage Comprehensive Coverage	N/A	Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto, But No Deductible Applies To Loss Caused By Fire or Lightning.

See item Four for Hired or Borrowed Autos.	Not Included	
Physical Damage Specified Causes of Loss Coverage	N/A	Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto For loss Caused By Mischief Or Vandalism

See item Four for Hired or Borrowed Autos.	Not Included	
Physical Damage Collision Coverage	N/A	Actual Cash Value Or Cost Of Repair, Whichever Is less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto

See item Four for Hired or Borrowed Autos.	Not Included	
Physical Damage Towing And labor	N/A	$0 For Each Disablement Of A Private Passenger Auto	Not Included	

Page I 6

GENERAL LIABILITY COVERAGE (Occurrence Basis}
Bodily Injury and Property Damage Limit Personal Injury and Advertising Injury
Products & Completed Operations Aggregate Limit Employee Benefits Liability Limit, per person Herbicide & Pesticide Aggregate Limit
Medical Payments Limit Fire Damage Limit
No fault Sewer Backup Limit General Liability Deductible
PUBLIC OFFICIALS AND EMPLOYMENT PRACTICES LIABILITY (Claims Made}

$1,000,000

Included Included
$1,000,000

$1,000,000

$5,000

Included

$25,000/$250,000

$0

Public Officials and Employment Practices Liability Limit

Public Officials and Employment Practices Liability Deductible

Per Claim Aggregate

$1,000,000
$2,000,000
$0

Supplemental Payments: Pre-termination $2,500 per employee - $5,000 annual aggregate. Non-Monetary $100,000 aggregate.
Cyber Liability sublimit included under POL/EPLI Media Content Services Liability
Network Security Liability Privacy Liability
First Party Extortion Threat First Party Crisis Management
First Party Business Interruption
Limit: $100,000 each claim/annual aggregate Fraudulent Instruction: $25,000

Page I 7

F--��

FLORIDA INSURANCE
ALLIANCE
PREMIUM SUMMARY

Poitras East Community Development District c/o PFM Group Consulting, LLC
3501 Quadrangle Boulevard, Suite 270
Orlando, FL 32817

Term: October 1, 2025 to October 1, 2026

Quote Number: 100125365

PREMIUM BREAKDOWN

Property (Including Scheduled Inland Marine) Crime

$15,476

$500

Automobile Liability	Not Included

Hired Non-Owned Auto	Included

Auto Physical Damage General Liability
Public Officials and Employment Practices Liability Deadly Weapon Protection Coverage
TOTAL PREMIUM DUE

Not Included

$3,867

$3,162

Included

$23,005

IMPORTANT NOTE
Defense Cost - Outside of Limit, Does Not Erode the Limit for General Liability, Public Officials Liability, and Employment related Practices Liability.

Deductible does not apply to defense cost. Self-Insured Retention does apply to defense cost.

Additional Notes:
(None)

Page I 8

�FLORIDA
INSURANCE

�	 ALLIANCE

PARTICIPATION AGREEMENT

Application for Membership in the Florida Insurance Alliance

The undersigned local governmental entity, certifying itself to be a public agency of the State of Florida as defined in Section 163.01, Florida Statutes, hereby formally makes application with the Florida Insurance Alliance ("FIA") for continuing liability and/or casualty coverage through membership in FIA, to become effective 12:01 a.m., 10/01/2025, and if accepted by the FIA's duly authorized representative, does hereby agree as follows:

That, by this reference, the terms and provisions of the lnterlocal Agreement creating the Florida Insurance Alliance are hereby adopted, approved and ratified by the undersigned local governmental entity. The undersigned local governmental entity certifies that it has received a copy of the aforementioned lnterlocal Agreement and further agrees to be bound by the provisions and obligations of the lnterlocal Agreement as provided therein;

To pay all premiums on or before the date the same shall become due and, in the event Applicant fails to do so, to pay any reasonable late penalties and charges arising therefrom, and all costs of collection thereof, including reasonable attorneys' fees;

To abide by the rules and regulations adopted by the Board of Directors;

That should either the Applicant or the Fund desire to cancel coverage; it will give not less than thirty (30) days prior written notice of cancellation;

That all information contained in the underwriting application provided to FIA as a condition precedent to participation in FIA is true, correct and accurate in all respects.

Poitras East Community Development District

By:

Signature

Print Name

Print Name

IS HEREBY APPROVED FOR MEMBERSHIP IN THIS FUND, AND COVERAGE IS EFFECTIVE October 1, 2025

By: 	
Administrator

Page I 9

�	FLORIDA
INSURANCE

�	 ALLIANCE

PROPERTY VALUATION AUTHORIZATION

Poitras East Community Development District c/o PFM Group Consulting, LLC
3501 Quadrangle Boulevard, Suite 270
Orlando, FL 32817

QUOTATIONS TERMS & CONDITIONS
Please review the quote carefully for coverage terms, conditions, and limits.
The coverage is subject to 25% minimum earned premium as of the first day of the "Coverage Period".
Total premium is late if not paid in full within 30 days of inception, unless otherwise stated.
Property designated as being within Flood Zone A or V (and any prefixes or suffixes thereof) by the Federal Emergency Management Agency (FEMA), or within a 100 Year Flood Plain as designated by the United States Army Corps of Engineers, will have a Special Flood Deductible equal to all flood insurance available for such property under the National Flood Insurance Program, whether purchased or not or 5% of the Total Insured Value at each affected location whichever the greater.
The Florida Insurance Alliance is a shared limit. The limits purchased are a per occurrence limit and in the event an occurrence exhaust the limit purchased by the Alliance on behalf of the members, payment to you for a covered loss will be reduced pro-rata based on the amounts of covered loss by all members affected by the occurrence. Property designated as being within.
Coverage is not bound until confirmation is received from a representative of Egis Insurance & Risk Advisors.

I give my authorization to bind coverage for property through the Florida Insurance Alliance as per limits and terms listed below.

0	Building and Content TIV

0	Inland Mari
□

Signature:
Name:		R,

Title:		

$1,493,714	As per schedule attached
$0	As per schedule attached Not Included

Date:		

Page I 10

F---�M

FLORIDA
INSURANCE
ALLIANCE

Schedule Items Effective As of: 10/01/2025
 Property Schedule	
Poitras East Community Development District

Policy No.:
Agent:

100125365
Egis Insurance Advisors LLC (Boca Raton, FL)

Unit#

Description Address
Roof Shape	I	Roof Pitch

Year Built Const Type

Eff. Date	Buildinl? Value
Term Date	Contents Value Roof Coverinl!		I Coverin

Total Insured Value Renlaced I Roof Yr Bit

Lift Station

14068 Progression Way
Orlando Fl 32827
I

2021

Pump/lift station

10(01/2025

10/01/2026

$427 405

I	I

$427,405

Unit#

Description Address

Year Built Const Type

Eff. Date	Buildinl? Value
Term Date	Contents Value

Total Insured Value

Roof Shape	I	Roof Pitch

Roof Coverinl!	I Coverin, Renlaced I Roof Yr Bit

Decorative Knee wall w/ Decorative Fence and column features !2)

luminary between Narcoossee and Progression Orlando Fl 32828
I

2021

Masonry non combustible

10i01/2025

10/01/2026

$395,906

I	I

$395,906

Unit#

Description Address

Year Built Const Type

Eff. Date	Building Value
Term Date	Contents Value

Total Insured Value

Roof Shape	I	Roof Pitch

Roof Coverinl!	I Coverin Renlaced  l Roof Yr Bit

Knee Wall

luminary Blvd and Selten Way Orlando Fl 32829
I

2022

Masonry non combustible

10/01/2025

10/01/2026

$179,478  _

I	I

$179,478

Unit#

Description

Year Built

Eff. Date	Building Value

Address

Const Type

Term Date

Contents Value	Total Insured Value

Roof Shace	I	Roof Pitch

Roof Coverinl!	I Coverin� Renlaced 1 Roof Yr Bit

Knee Wall

2023

10/01/2025

$158,363

luminary Blvd and Pearson Ave Orlando Fl 32830
I

Masonry non combustible

10/01/2026	$158,363
I	I

Unit#

Description Address

Year Built Const Type

Eff. Date	Building Value
Term Date	Contents Value

Total Insured Value

Roof Shace	I	Roof Pitch

Roof Coverinl?	I Coverin Renlaced I Roof Yr Bit

Knee Wall

luminary Blvd and Centerline Drive Orlando Fl 32830
I

2023

Masonry non combustible

10/01/2025

10/01/2026

$158,363

I	r

$158,363

Unit#

Description Address

Year Built
Const Type

Eff. Date	Building Value
Term Date	Contents Value

Total Insured Value

Roof Shape	I	Roof Pitch

Roof Coverinl!	I Coverin Renlaced  I Roof Yr Bit

Decorative Walls w/Column Features

Centerline, North of luminary Blvd (Bridge) Orlando Fl 32827
I

2023

Masonry non combustible

10/01/2025

10/01/2026

$174,199

I	I

$174,199

Total:IBuilding Value
Sl.493,714

Contents Value	Insured Value

I

so	$1,493,714

Sign:			Date: -3./-1ci.feo25

1FLORIDA
INSURANCE
ALLIANCE

Inland Marine Schedule
Poitras East Community Development District

Schedule Items Effective As of: 10/01/2025

�	

Policy No.: Agent:

100125365
Egis Insurance Advisors LLC (Boca Raton, FL)

Item# ,	De_p_a_rt_m_e_n t
Description

Eff. date

Serial Number	Classification Code
Term Date

Total	$0

Sign:	Print Name:			Date:

Poitras East Community Development District

Non-Ad Valorem Assessment Administration Agreement for FY 2026

NON-AD VALOREM ASSESSMENT ADMINISTRATION AGREEMENT

An AGREEMENT made this 1st day of October 2025 between AMY MERCADO as Orange County Property Appraiser (Property Appraiser) and, Poitras East CDD (Taxing Authority), and is effective upon acceptance by both parties and through, September 30, 2026.
The Taxing Authority desires to use the services of the Property Appraiser to maintain non- ad valorem assessments on the tax roll and the Property Appraiser is prepared to do so, on behalf of the Taxing Authority. Each party represents that it has satisfied all conditions precedent to enter into this agreement.
The Property Appraiser agrees to perform the following service for the Taxing Authority:
Create a Non-Ad Valorem Assessment Roll for the Taxing Authority for the 2026 tax roll year using data provided annually to the Property Appraiser's Office by the Taxing Authority per attached Calendar for Implementation of Non- Ad Valorem Assessment Roll.
Provide the Taxing Authority with a data file in a compatible format on or before April 1, containing all parcels within the boundaries of the Taxing Authority to be used for the Taxing Authority’s planning purposes in establishing its non-ad valorem assessments.
Receive from the Taxing Authority its proposed or adopted non-ad valorem assessment levy for each type of property and apply that amount to each parcel of real property as stipulated by Taxing Authority.
Include the Taxing Authority’s non-ad valorem assessments on the Notice of Proposed Property Taxes and Proposed or Adopted Non-Ad Valorem Assessments mailed to all property owners in August of each year.
Receive from the Taxing Authority, corrections or changes to the roll and update the Non-Ad Valorem Assessment Roll for tax bills on or before September 15 of each year, the statutory deadline for certification of non-ad valorem assessments.
Deliver the Taxing Authority’s Non-Ad Valorem Assessment Roll to the Orange County Tax Collector's Office so that tax bills mailed on or about November 1 will include the Taxing Authority’s non-ad valorem assessment levies.

Taxing Authority agrees to perform the following acts in connection with this agreement:

Advise the property owners within the Taxing Authority in an appropriate and lawful manner of the Taxing Authority’s intention to utilize the Uniform non- ad valorem assessment method described in Sections 197.3631 through 197.3635, Florida Statutes, and any other applicable Florida statute, and carry out its responsibilities under said sections.
Timely provide the Property Appraiser with information required to prepare the Uniform Non-Ad Valorem Assessment Roll per the Calendar for Implementation of Non-Ad Valorem Assessment Roll.
Advise the property owners within the Taxing Authority as appropriate that the Property Appraiser's office is acting in a ministerial capacity for the Taxing Authority in connection with the non-ad valorem assessments.
Preparation and delivery of certificate of corrections directly to Tax Collector, with copy to Property Appraiser, for any corrections to a certified final tax roll.
The Taxing Authority shall use its best efforts in furnishing the Property Appraiser with up- to-date and accurate data concerning its boundaries, proposed assessments, and other information as requested from time to time by the Property Appraiser and necessary to facilitate his making the assessment in question. The Property Appraiser shall, using the information provided by the Taxing Authority, place the district’s non-ad valorem assessments, as made from time to time and certified to him, on properties within the district.
The Property Appraiser shall be compensated by the Taxing Authority for the administrative costs incurred in carrying out this Agreement. These costs include, but are not limited to labor, printing, forms, office supplies, computer equipment usage, postage, programming, or any other associated costs.
On 1st day of October of each applicable year, the administrative fee will be invoiced to the Taxing Authority equivalent to $0 per parcel assessed with a non-ad valorem tax. Parcel counts supporting the invoiced fee will be determined based upon the most current certified non-ad valorem assessment roll. Any new assessments added to the tax roll that were not previously certified and invoiced an administrative fee, will be separately invoiced on or around July 15 and prior to mailing of the Notice of Proposed Property Taxes in August.
The specific duties to be performed under this agreement and their respective timeframes are contained in the Calendar for Implementation of Non-Ad Valorem Assessment Roll, which is incorporated herein by reference.
This agreement constitutes the entire agreement between the parties and can only be modified in writing and signed by both parties.

All parts of this Agreement not held unenforceable for any reason shall be given full force and effect.
All communications required by this agreement shall be in writing and sent by first class mail, email, or facsimile to the other party.

Notices to the Taxing Authority shall be addressed to:
Poitras East CDD
Lynne Mullins
PFM Group Consulting LLC 3501 Quadrangle Blvd., Ste. 270
Orlando, FL 32817 mullinsl@pfm.com
(407) 723-5900

Notices to the Property Appraiser shall be addressed to:
Carmen Crespo, Director, Accounting and Finance Orange County Property Appraiser
200 S. Orange Ave., Suite 1700
Orlando, FL 32801 ccrespo@ocpafl.org
(321) 379-4707

TERMINATION. This Agreement may be terminated by either party upon written notice. Property Appraiser will perform no further work after the written termination notice is received.
TERM. This Agreement shall continue until such time as either party terminates the Agreement pursuant to Paragraph 11, above.
GOVERNING LAW; VENUE. This Agreement shall be governed by the laws of the State of Florida. Any action to interpret or enforce any provision of this Agreement shall be brought in the State and Federal courts for Orange County, Florida.

ORANGE COUNTY PROPERTY APPRAISER
Signed 	
AMY MERCADO

Date		

POITRAS EAST CDD

Name 	Richard Levey	

Signed 	

Date

October 8, 2025

CALENDAR FOR IMPLEMENTATION OF NON-AD VALOREM ASSESSMENTS
On or about April 1st, Property Appraiser to provide the Taxing Authority with an electronic file that includes parcel ID and any other information applicable or requested. Taxing Authority may request this file at any time after January 1st, but must understand that many splits/ combos, annexations, etc., may not be reflected early in the tax year and subsequent files may be necessary. If any additional information is required at any time by Taxing Authority, it should be requested of the Property Appraiser by Taxing Authority, allowing for a reasonable turnaround time. The file shall be in an ascii file, text or excel file, unless another format is requested and agreed upon between parties.
June 1
Property Appraiser distributes Best Estimate of Taxable Value to all Taxing Authorities.
July 1
Property Appraiser certifies Preliminary tax roll to all taxing authorities.

Taxing Authority reviews all assessments and provides final approval for Notice of Proposed Property Taxes (TRIM)
July 15
Property Appraiser to invoice Administrative Fee for new parcels, if any, assessed and in excess of prior year certified non-ad valorem assessment roll parcel count.
August 4
The Taxing Authority adopts its proposed millage rate and submits to the Property Appraiser for TRIM.
August 24
Last day Property Appraiser can mail TRIM notices to all property owners on the tax roll.
September 3 – October 3
Taxing Authority holds initial and final public budget hearing.
September 15
Taxing Authority certifies final non-ad valorem assessment roll to Property Appraiser on or before September 15 with any changes, additions, or deletions to the non-ad valorem assessment roll since the TRIM notices.
October
Property Appraiser to mail Non-Ad Valorem Assessment Administration Agreement and invoice for non-ad valorem assessment processing for subsequent tax roll, based upon most recent certified non-ad valorem assessment roll parcel count.
Property Appraiser delivers the Taxing Authority non-ad valorem assessment roll to the Tax Collector for collection of taxes on November 1 tax bills.

Poitras East Community Development District

Operation and Maintenance Expenditures Paid in September 2025 in an amount totaling $30,003.80 (provided under separate cover)

Poitras East Community Development District

Work Authorization/Proposed Services (if applicable)

Poitras East Community Development District

District Financial Position and Budget to Actual YTD
(provided under separate cover)