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Sumter Landing Community Development District

Monday, May 4, 2026 · Community development district meeting record

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Recorded outcome

Sumter Landing Community Development District

Why it matters

The official meeting record is available below. Item-level plain-language summaries are not available yet.

What happens next

No later meeting or follow-up date is stated in the reviewed record.

An official outcome record and a transcript or captions are published for this meeting.

Recorded votes

Listen to the meeting The recording is not indexed to individual votes.

3 recorded votes0 split

Split votes (0)

Every recorded vote passed unanimously.

Unanimous votes (3)

Voting yes on all of these (5)

Joseph Nisbettyes
Randy McDanielyes
Steve Drakeyes
Karen Crewsyes
Gerry Lachnichtyes

3.A. Request Approval of Perpetual Utility Easement - Richmond Recreation Center

Yes
5
No
0
Yes
5
No
0

Consent Agenda

Yes
5
No
0

People and votes

Gerry Lachnicht

3 recorded votes

  1. Recorded vote

    3.A. Request Approval of Perpetual Utility Easement - Richmond Recreation Center - Voted yes on the motion “The Board approved removing Items 2.E. Review and Approval to Issue a Purchase Order Utilizing Agreement #24Q-028 with G&G Construction for the Pool Door Replacement Project at Seabreeze Regional Recreation Center and 2.F. Review and Approv”; the record reports passed.

    Official record
  2. Recorded vote

    Adjourn - Voted yes on the motion “The Board adjourned the meeting”; the record reports passed.

    Official record
  3. Recorded vote

    Consent Agenda - Voted yes on the motion “The Board took formal action on the following items included on the Consent Agenda: 2.A. Approval of the Minutes for the Meeting held on April 6, 2026”; the record reports passed.

    Official record
See all 3 roll calls with named votes

Transcript and record text

Closed captionsWhat was said at the meeting, transcribed Nov 7, 2026. Speech is not a decision.
  • Some speaker identities remain unresolved.

To order the May 4th meeting of Sumter Landing Community Development District. Looks like we've got a full house. Or if we could stand for a pledge, and then have sort of a moment of silence. I pledge allegiance to the flag of the United States of America, and to the Republic for which it stands, one nation under God, indivisible, with liberty and justice for all. I don't see any meeting attendees. No, sir. Therefore, we won't have any audience comments. First is the consent agenda. Any revisions or suggestions? No, sir. All good. I'd make a motion to approve. I'll second. Got a motion and a second to approve the consent agenda. All in favor? Aye. Opposed, none. New business. Yes, sir. This is a request for approval of a perpetual utility easement for the Richmond Recreation Center, and this is with CECO Energy. We received the request from CECO to grant this perpetual easement for utility lines around the rec center. Mr. Stone did review. All was good. So we just seek your approval today of the perpetual utility easement with CECO. Is this something they want or something we want? So this was, it's a perimeter easement around the Homestead Recreation Center and one of the other, Richmond Recreation Center, I believe. The facilities came over from the developer, and these easements weren't in place. So this is just really a cleanup thing to provide them with the rights to have the electric lines where they are. And they serve the rec centers, so it's sort of a mutual to that. Right. So it won't block us in from anything that we need to do? Nope. This is underground facilities around the perimeter of the property. I just know they can be tough to deal with when you want something from them, and if they wanted something- CECO? So this- I didn't know if we had an opportunity to... Yeah. So this form is one that is used by the developer. The request actually came through the developer's general counsel's office, and they have been obviously working with CECO for decades and have worked out what the terms of their sort of standard form of easement are. Okay. And so this is in that form. And as you can see, this picture's actually pretty good. It shows you that the easement just goes around the edge of the property to provide space for underground distribution lines. So it doesn't change property lines at all? Nope. Nothing like that. I think we heard a motion, Mr. Mayor. Yeah. So I'll make a second. Okay. A motion and a second to approve the request for a perpetual easement at Richmond Recreation Center. All in favor? Aye. Opposed, none. Mr. Chairman, I just was told that on the consent agenda, 2E and 2F were not approved by PWAC. So if we could go back and revisit the consent agenda and make a motion to approve the consent agenda, less items 2E and 2F. I'll still make the motion to approve, but- Thank you. Should we have a discussion about why that happened? They want to include this project in with a future capital project, so they just wanted to not approve this actual door replacement. They want- Okay. So it's a timing issue. That's right. Okay. Not opposition and- That's right ... revisit. Okay. I'll second again. So this is a... Revision to the consent agenda you approved, less 2E and 2F. Okay. Don't we need a motion to rescind the prior vote, Mr. Attorney? I think we all understand- We follow Robert's Rules of Order, we do anyway. We rarely follow Robert's Rules of Order. But I think the understanding we all have is that the consent agenda is going to be approved, except that items E and F are going to be removed. Right. And there's a motion and a second to do that. You're good? So if you vote yes, we will be unapproving items E and F. Okay. I think we had a motion and a second. We have a motion and a second on the table. Motion and a second. All in favor? Aye. Opposed, none. Thank you. Apologize for that. Okay. Informational items. Typical information items there for your discussion, but I know the financial statements, we will have Mr. Dishman review the financial statements as of, I believe, March 31st? Yes, sir. Good morning, board members. Tyson Dishman, assistant district finance manager. The proprietary funds is where we're going to start for today. So Sumter Landing proprietary funds are performing solidly this year. Revenues are currently at $69.1 million, which is 51% of the annual budget and well above last year's pace. The biggest driver in the amenity related income is the boosted 2025, from February of last year, amenity purchase, along with steady investment earnings despiteSome unrealized losses. Most revenue categories are tracking at or above expectations, with the exception of certain lease-related other income due to just a couple of office leases that kind of fell off of that schedule. But overall, revenue is looking very solid for the year for the proprietary funds. On the expense side, we're currently at about 45% of the budget, which is great. So at this year, obviously six months in, expected to be at about 50%. Right now, we're sitting about 45%, which is great, which means that we've budgeted appropriately for the year. Some of the increase is the management fees related predominantly to the 2025 acquisition of those additional amenities. And then the capital outlay is with 18% of the capital budget spent so far. And that's just the project life cycles that come along. So, we're constantly tracking those, we're constantly looking at those. And so 18% just reflects where we're at with those projects. And then, of course, we have debt service rose due to the 2025 bond issuance. And the district actually transferred 1.12 million to the renewal and replacement reserves. And despite the mid-year decrease in unreserved net position, the district remains on track to meet its planned budget for the year. The district's unreserved net position shows a mid-year decrease of 5.7 million. This is a shift expected and aligns with the fiscal year plan for '25, '26. So by all indications, we're right on pace for the proprietary funds. So I'm going to stop there before I switch to governmental, make sure that we don't have any questions. Okay. As for the governmental funds, so for the revenue side, we're at a year-to-date collections of 56% for the annual budget. So we're slightly above pace for this. The largest component is the project-wide assessments that generate 10.43 million so far, or 50% of the budgeted total, which is great. Lake Sumter Landing assessments are essentially completely collected for the year, so we're at 99.99%. So, just a few little stragglers out there. And then we have a 5% increase over last year. Additional revenue sources such as miscellaneous income and investment earnings are trending positively, with investment income reaching 46% of its annual target. So, we're really trending quite well for the proprietary funds. On the expense side, the district has used 40% of its amended expenditure budget. Keeping spending below both budget and prior levels. Management and professional service fees are slightly lower than last year. While utility services show a significant decline, and that's related to that Hurricane Milton from fiscal year '24, '25 irrigation item that we had. The large cost category is the building and maintenance expenses. It's also down compared to last year because of several one-time repairs that happened in the prior fiscal year that just simply have not happened and have not needed to happen this year. Capital outlay, same thing as what we saw with the proprietary funds. We're at 2% of the budget so far, and it's just as the project life cycles go along. So as we continue to push those out and projects continue to come online, we'll see that capital outlay increase. As a result, with stronger revenues and moderated spending, the change in unreserved net position stands at 3.2 million year to date, well above last year's. And based upon the current standing, the district anticipates ending the fiscal year with a planned reduction from our budget of 1.4 million in the fund balance. So overall, for both budget and proprietary, I would say that we're right on track. So I'm here to answer any questions if you guys have any. Good. So I probably should know this already, but as new businesses come and go at Lake Sumter, I'm assuming that changes the revenue stream or no? Just on the Lake Sumter Landing piece. Piece, yeah. Yeah. The assessments that- Right ... follow through. Right. That's right. So typically, those things are already budgeted for the year. And just for LSL portion, it's very small on those assessments on the business owners. I know we have one new company, obviously, going to join us when that- Right. So we'll go through, matter of fact, we'll come, I think next month, we'll have an assessment report prepared by PFM, and they'll come through and they'll do all the assessment methodology with you and show you the new rates based on the budget for next year. Great. Okay. Thank you. Okay. You want to go to my report, sir? District manager reports? District manager. Okay. Sure. So on the project wide committee after agenda, as you know, we did not approve or they did not approve those two items. Also, the discussion there was the budget review. It looks like a 2% increase for the project wide fund. And they had a great conversation about expenditures. One of the big capital projects they did have discussion was the entryway feature on the square in Brownwood. So remember a few years ago, we had a lot of discussion about the water tower and windmill- Right ... that is a project wide asset that is maintained, owned by Brownwood, but maintained through the Exhibit A on project wide. So that is paid for through the project wide fund. So if you've noticed a lot of projects in Brownwood on the outer ring, so to speak, there's been some wood entryway features being repaired that's all been on the Brownwood fund. But the next one's going to be the one, if you look across from Harvest and Bluefin, the entryway feature at the square, that is the one that's going to be repaired, and that is a project wide fund to appropriate funding for that. So that had some conversation. As always, when we start working on the squares, we'd always have a lot of conversation with the committee. They truly understand that that is part of the project wide agreement, so they understand they have to fund it. So that'll be the big project coming up with project wide through that fund for next year. That had a little bit of conversation. Other than that, not a lot of conversation. They understood the budget as presented, 2% increase. It was kind of forecasted to them last year that it would be a 2% increase based on a lot of contractual increases that are happening, so.And that budget will come to you next month for approval for the preliminary budget approval in June. So we've just got to make sure we have at least three of you all here for the approval of each of them. The SailThru e-notification platform launch, that is something that the community relations department's been working on. They've been looking at a system-wide approach at how we communicate out with the residents, and that launch is fixing to go through some testing this coming month for hopefully a launch next month. It's just a centralized database on how they message out to residents. This is also working with the developer. They use this as well on their marketing side. But our e-notification, all our targeting and service delivery, utility, precautionary boiled water notices, and things like that, those will all go through this SailThru. We also then can track who's seeing it, who's using it, who's clicking on it, so it'll give us some good data on how to follow up. So more to come on that. It's just a new central database on how we're going to centrally communicate with the residents. And with that, the only other thing I wanted to discuss with you is we look into the next year's schedule. We have been getting a lot of feedback from the residential boards of project-wide Districts 5 through 13. Because project-wide and your meeting meet on Monday, and then all the residential districts meet after that. So they don't get a chance to really discuss what's on the project-wide agenda that their members sit on as far as all the maintenance agreements as far as through the Exhibit A. So I know a lot of the districts have been discussing whether they should have more input on that. And we've been looking at so how could we oblige that and look at when we could reschedule that meeting to meet that demand. Yeah. So what I was looking at for next year, and I just wanted to just throw this out there to you, is if Friday would be a better time to meet for this board and maybe the project-wide board, Friday morning, and Friday morning for this board as well, in the future. So that way, all the member districts can review that agenda ahead of time, give their member some feedback as to come back to the project-wide meeting on that Friday and say, "Hey, this is how my board reacted to this and what we can discuss at that meeting for approval or not," before it comes to this board. That's only for the project-wide piece. They get confused on the amenity piece because it's all one big meeting. So today we started introducing a delineation line between the old business as far as project-wide and the amenity side. Because on the amenity side, the residential boards really do not have any say so in. It's just the same committee makes both those recommendations to this board, so they get confused in what their ownership is. So we're starting to make that separation. But one of the things we were looking at is maybe next year looking at maybe rescheduling that meeting to a Friday along with your meeting. So I just wanted to throw that out there and get any feedback from you if Fridays would impose any type of issue as far as meeting. It might be in availability. Right. As long as I got three of you, if I can get three of you here on a Friday, that's all I need. So just keep that in mind as we work through it. Would having it the Monday following- We could do that, too. That could be a possibility ... if Friday became an issue. Yeah. So just think about it and just give me some feedback as we get closer to- Tend to be more holidays on Mondays- There is ... which would avoid that problem. But on the other hand, Fridays are probably a big day for people to take off for- Yeah ... a long weekend. Yeah. Pluses and minuses. Yeah, that's right. So just think about it. So if we can't make it work, we can't make it work, but I'm sure we can figure out a way. And with that, those are all my reports. All right. Mr. Council? Nothing to add. Thank you. Questions? Supervisor Cummings? Hearing none, I'll entertain a motion to adjourn. I'll motion to adjourn. Second. We have a motion and a second to adjourn. All in favor? Aye. Aye. Motion to adjourn approved. Thank you

MINUTES OF MEETING SUMTER LANDING COMMUNITY DEVELOPMENT DISTRICT A Meeting of the Board of Supervisors of the Sumter Landing Community Development District was held on Monday, May 4, 2026 at 11:30 a.m. at the SeaBreeze Recreation Center, 2384 Buena Vista Blvd., The Villages, Florida, 32162. Board members present and constituting a quorum: Joseph Nisbett Chair Randy McDaniel Vice Chair Steve Drake Supervisor Karen Crews Supervisor Gerry Lachnicht Supervisor Staff Present: Kenny Blocker District Manager Kevin Stone District Counsel Bruce Brown Assistant District Manager Mike Harris District Property Management Director Tyson Dishman Finance Assistant Director Katie Evans Senior Deputy District Clerk Heather Evans Assistant District Clerk FIRST ORDER OF BUSINESS: Call to Order 1.A. Roll Call Chair Nisbett called the meeting to order at 11:30 a.m. and stated for the record that all Supervisors were present representing a quorum. 1.B. Pledge of Allegiance Chair Nisbett led the Pledge of Allegiance. 1.C. Observation of a Moment of Silence The Board observed a moment of silence for those who have served our Country. 1.D. Welcome Meeting Attendees The Board welcomed all those residents in attendance. 1.E. Audience Comments There were no audience comments received.

SLCDD – Meeting Minutes May 4, 2026 Page 2 SECOND ORDER OF BUSINESS: Consent Agenda Chair Nisbett advised the Board that a motion to approve the Consent Agenda is a motion to approve all recommended actions. All matters on the Consent Agenda are considered routine, and no discussion is required unless desired by a Board Supervisor or a member of the public. On MOTION by Steve Drake, seconded by Gerry Lachnicht, with all in favor, the Board took formal action on the following items included on the Consent Agenda: 2.A. Approval of the Minutes for the Meeting held on April 6, 2026. 2.B. Approval of Fund Transfer 34187 in the amount of $152,500 for multiple carry-forward projects, including the Heron Executive Golf Course Renovation. 2.C. Approval of Budget Transfer 34101 in the amount of $130,000 for the repair and restoration of the Lake Miona Regional Recreation Center pickleball courts. 2.D. Issuance of a Purchase Order utilizing the Agreement for RFQ #24Q-028 General Maintenance Services with G&G Construction of Marion County, Inc. for the Sports Court Asphalt Replacement Project at the Hibiscus Village Recreation Center in the amount of $170,520.00 and approval of Fund Transfer 33934 for the total project cost in the amount of $212,000.00. 2.E. Issuance of a Purchase Order utilizing the Agreement for RFQ #24Q-028 General Maintenance Services with G&G Construction of Marion County, Inc. for the SeaBreeze Regional Recreation Center Pool Door Replacement Project in the amount of $124,950.00. 2.F. Issuance of a Purchase Order utilizing the Agreement for RFQ #24Q-028 General Maintenance Services with G&G Construction of Marion County, Inc. for the Eisenhower Regional Recreation Center Pool Door Replacement Project in the amount of $115,104.00. THIRD ORDER OF BUSINESS: New Business 3.A. Request Approval of Perpetual Utility Easement - Richmond Recreation Center Kenny Blocker, District Manager, advised that the District received a request from SECO Energy for a Perpetual Utility Easement and License for around Richmond Recreation Center for the construction, installation and maintenance of underground electrical facilities together with aboveground appurtenant equipment, privilege of ingress and egress upon and/or under, to place, construct, operate, repair, maintain, upgrade, remove, inspect, relocate and replace any communications system for Grantee's purposes or underground facilities described in Exhibit "A". Mr. Blocker advised that Staff recommends that the Board approve the Perpetual Utility Easement with Sumter Elective Cooperative, Inc. dba SECO Energy.

SLCDD – Meeting Minutes May 4, 2026 Page 3 Vice Chair McDaniels inquired whether the request originated from the Staff or another entity. Kevin Stone, District Counsel, advised that the request was received via the Developer’s General Counsel Office and involves the perimeter easements around Homestead Recreation Center and Richmond Recreation Center. The facilities were transferred from the Developer without the easements in place. Mr. Stone advised that the easement is located along the edge of the property and provides SECO with the rights for the existing electric lines that service both recreation centers. On MOTION by Gerry Lachnicht, seconded by Dr. Randy McDaniel, with all in favor, the Board approved the Perpetual Utility Easement with Sumter Elective Cooperative, Inc. dba SECO Energy and authorized the Chair/Vice Chair to execute the document Mr. Blocker advised that Items 2.E. and 2.F should have been removed from the Consent Agenda because the Committee requested additional information be provided. Mr. Stone advised that since the Committee did not approve Items 2.E. and 2.F., the Board would need to approve a Motion removing those items from the Consent Agenda. On MOTION by Steve Drake, seconded by Gerry Lachnicht, with all in favor, the Board approved removing Items 2.E. Review and Approval to Issue a Purchase Order Utilizing Agreement #24Q-028 with G&G Construction for the Pool Door Replacement Project at Seabreeze Regional Recreation Center and 2.F. Review and Approval to Issue a Purchase Order Utilizing Agreement #24Q-028 with G&G Construction for the Pool Door Replacement Project at Eisenhower Regional Recreation Center from the Consent Agenda. FOURTH ORDER OF BUSINESS: Informational Items Only 4.A. Community Watch Quarterly Report – May 2026 The Community Watch Quarterly Report was provided to the Board as information. 4.B. Financial Statements Tyson Dishman, Finance Assistant Director, provided an overview of the Sumer Landing Community Development District (SLCDD) Financial Statements as of March 31, 2026: • Sumter Landing Amenities Division (SLAD) and Fitness Funds: Total revenues year-to-date are $69,132,000, which is greater than the prior year-to-date of $56,876,000 and are 51% of the budgeted revenues of $135,730,000. Investment income of $1,960,000 which is greater than the

SLCDD – Meeting Minutes May 4, 2026 Page 4 prior year-to-date than the prior year’s earnings of $1,917,000. Current year-to-date expenditures are $44,135,000, which is greater than the prior year-to-date expenditures of $29,381,000. The current year-to-date spending is 45% of the amended budgeted expenditure of $98,508,000. • Project Wide Fund (PWF)/Lake Sumter Landing (LSL) Fund: Revenues year-to-date are $13,367,000, which are greater than the prior year-to-date of $13,219,000 and are at 56% of the budgeted revenues of $23,981,000. Investment income of $129,000 is greater than the prior year-to-date gain of $107,5000 and year-to-date investment earnings are 46% of the annual budget earnings of $281,500. Year-to-date operating expenses are $10,033,000, which is less than the prior year-to-date expenditure of $10,891,000. Vice Chair McDaniel inquired if changes to businesses within Lake Sumter Landing impact the revenue stream. Mr. Blocker stated that changes will affect the Lake Sumter Landing fees and the related assessments associated with those properties. The fees are budgeted each fiscal year. During the June 8, 2026 meeting, Staff will present the Assessment Report prepared by PFM, the District’s Financial Advisors, and review the assessment methodology as part of the Proposed Budget for Fiscal Year 2026/2027. 4.C. Registered Voters as of April 15, 2026 Per the Sumter County Supervisor of Elections Office, the number of registered voters within the SLCDD as of April 15, 2026 was 0. 4.D. Purchase Orders Approved between $50k-$100k The purchase order approvals were provided to the Board as information. 4.E. SailThru e-Notification Platform Launch The SailThru e-Notification Platform Launch Presentation was provided to the Board as information. FIFTH ORDER OF BUSINESS: District Manager Reports 5.A. Project Wide Advisory Committee After Agenda Mr. Blocker advised that the Project Wide Advisory Committee (PWAC) After Agenda for the meeting held on May 4, 2026 was provided to the Board, as information and advised that the Committee reviewed the Fiscal Year 2026/2027 proposed budget which includes a 2% increase to the cost

SLCDD – Meeting Minutes May 4, 2026 Page 5 allocations for the Project Wide Fund (PWF). The Committee also discussed the Brownwood Entry Feature project, which is maintained through the PWF. Mr. Blocker advised that during the review of the Fiscal Year 2026/2027 budget, Staff has received concerns from the PWF participating Districts that the Project Wide Advisory Committee (PWAC) and this Board’s meeting are held before the District 5 through 13 Boards meet. Currently, the PWAC and this Board meet on the Monday before the second Friday of each month, which limits the opportunity the residential District Boards have to review PWF agenda related items and provide direction to their representatives. Mr. Blocker advised that to address the concerns raised, Staff is requesting that the PWAC and this Board consider changing its meeting date to the second Friday of each month. Chair Nisbett expressed concern about availability issues with Friday meetings. Mr. Blocker advised that as long as three (3) Board Supervisors are available to establish a quorum, the meetings could still proceed. Chair Nisbett suggested that consideration be given to holding the meeting on the Monday before the third Friday of each month. Mr. Blocker advised that Staff would also review that option. SIXTH ORDER OF BUSINESS: District Counsel Report There were no District Counsel reports. SEVENTH ORDER OF BUSINESS: Supervisor Comments There were no Supervisor comments received. EIGHTH ORDER OF BUSINESS: Adjourn The meeting was adjourned at 11:45 a.m. On MOTION by Gerry Lachnicht, seconded by Steve Drake, with all in favor, the Board adjourned the meeting. Kenneth C. Blocker Joe Nisbett Secretary Chair

To order the May 4th meeting of Sumter Landing Community Development District. Looks like we've got a full house. Or if we could stand for a pledge, and then have sort of a moment of silence. I pledge allegiance to the flag of the United States of America, and to the Republic for which it stands, one nation under God, indivisible, with liberty and justice for all. I don't see any meeting attendees. No, sir. Therefore, we won't have any audience comments. First is the consent agenda. Any revisions or suggestions? No, sir. All good. I'd make a motion to approve. I'll second. Got a motion and a second to approve the consent agenda. All in favor? Aye. Opposed, none. New business. Yes, sir. This is a request for approval of a perpetual utility easement for the Richmond Recreation Center, and this is with CECO Energy. We received the request from CECO to grant this perpetual easement for utility lines around the rec center. Mr. Stone did review. All was good. So we just seek your approval today of the perpetual utility easement with CECO. Is this something they want or something we want? So this was, it's a perimeter easement around the Homestead Recreation Center and one of the other, Richmond Recreation Center, I believe. The facilities came over from the developer, and these easements weren't in place. So this is just really a cleanup thing to provide them with the rights to have the electric lines where they are. And they serve the rec centers, so it's sort of a mutual to that. Right. So it won't block us in from anything that we need to do? Nope. This is underground facilities around the perimeter of the property. I just know they can be tough to deal with when you want something from them, and if they wanted something- CECO? So this- I didn't know if we had an opportunity to... Yeah. So this form is one that is used by the developer. The request actually came through the developer's general counsel's office, and they have been obviously working with CECO for decades and have worked out what the terms of their sort of standard form of easement are. Okay. And so this is in that form. And as you can see, this picture's actually pretty good. It shows you that the easement just goes around the edge of the property to provide space for underground distribution lines. So it doesn't change property lines at all? Nope. Nothing like that. I think we heard a motion, Mr. Mayor. Yeah. So I'll make a second. Okay. A motion and a second to approve the request for a perpetual easement at Richmond Recreation Center. All in favor? Aye. Opposed, none. Mr. Chairman, I just was told that on the consent agenda, 2E and 2F were not approved by PWAC. So if we could go back and revisit the consent agenda and make a motion to approve the consent agenda, less items 2E and 2F. I'll still make the motion to approve, but- Thank you. Should we have a discussion about why that happened? They want to include this project in with a future capital project, so they just wanted to not approve this actual door replacement. They want- Okay. So it's a timing issue. That's right. Okay. Not opposition and- That's right ... revisit. Okay. I'll second again. So this is a... Revision to the consent agenda you approved, less 2E and 2F. Okay. Don't we need a motion to rescind the prior vote, Mr. Attorney? I think we all understand- We follow Robert's Rules of Order, we do anyway. We rarely follow Robert's Rules of Order. But I think the understanding we all have is that the consent agenda is going to be approved, except that items E and F are going to be removed. Right. And there's a motion and a second to do that. You're good? So if you vote yes, we will be unapproving items E and F. Okay. I think we had a motion and a second. We have a motion and a second on the table. Motion and a second. All in favor? Aye. Opposed, none. Thank you. Apologize for that. Okay. Informational items. Typical information items there for your discussion, but I know the financial statements, we will have Mr. Dishman review the financial statements as of, I believe, March 31st? Yes, sir. Good morning, board members. Tyson Dishman, assistant district finance manager. The proprietary funds is where we're going to start for today. So Sumter Landing proprietary funds are performing solidly this year. Revenues are currently at $69.1 million, which is 51% of the annual budget and well above last year's pace. The biggest driver in the amenity related income is the boosted 2025, from February of last year, amenity purchase, along with steady investment earnings despiteSome unrealized losses. Most revenue categories are tracking at or above expectations, with the exception of certain lease-related other income due to just a couple of office leases that kind of fell off of that schedule. But overall, revenue is looking very solid for the year for the proprietary funds. On the expense side, we're currently at about 45% of the budget, which is great. So at this year, obviously six months in, expected to be at about 50%. Right now, we're sitting about 45%, which is great, which means that we've budgeted appropriately for the year. Some of the increase is the management fees related predominantly to the 2025 acquisition of those additional amenities. And then the capital outlay is with 18% of the capital budget spent so far. And that's just the project life cycles that come along. So, we're constantly tracking those, we're constantly looking at those. And so 18% just reflects where we're at with those projects. And then, of course, we have debt service rose due to the 2025 bond issuance. And the district actually transferred 1.12 million to the renewal and replacement reserves. And despite the mid-year decrease in unreserved net position, the district remains on track to meet its planned budget for the year. The district's unreserved net position shows a mid-year decrease of 5.7 million. This is a shift expected and aligns with the fiscal year plan for '25, '26. So by all indications, we're right on pace for the proprietary funds. So I'm going to stop there before I switch to governmental, make sure that we don't have any questions. Okay. As for the governmental funds, so for the revenue side, we're at a year-to-date collections of 56% for the annual budget. So we're slightly above pace for this. The largest component is the project-wide assessments that generate 10.43 million so far, or 50% of the budgeted total, which is great. Lake Sumter Landing assessments are essentially completely collected for the year, so we're at 99.99%. So, just a few little stragglers out there. And then we have a 5% increase over last year. Additional revenue sources such as miscellaneous income and investment earnings are trending positively, with investment income reaching 46% of its annual target. So, we're really trending quite well for the proprietary funds. On the expense side, the district has used 40% of its amended expenditure budget. Keeping spending below both budget and prior levels. Management and professional service fees are slightly lower than last year. While utility services show a significant decline, and that's related to that Hurricane Milton from fiscal year '24, '25 irrigation item that we had. The large cost category is the building and maintenance expenses. It's also down compared to last year because of several one-time repairs that happened in the prior fiscal year that just simply have not happened and have not needed to happen this year. Capital outlay, same thing as what we saw with the proprietary funds. We're at 2% of the budget so far, and it's just as the project life cycles go along. So as we continue to push those out and projects continue to come online, we'll see that capital outlay increase. As a result, with stronger revenues and moderated spending, the change in unreserved net position stands at 3.2 million year to date, well above last year's. And based upon the current standing, the district anticipates ending the fiscal year with a planned reduction from our budget of 1.4 million in the fund balance. So overall, for both budget and proprietary, I would say that we're right on track. So I'm here to answer any questions if you guys have any. Good. So I probably should know this already, but as new businesses come and go at Lake Sumter, I'm assuming that changes the revenue stream or no? Just on the Lake Sumter Landing piece. Piece, yeah. Yeah. The assessments that- Right ... follow through. Right. That's right. So typically, those things are already budgeted for the year. And just for LSL portion, it's very small on those assessments on the business owners. I know we have one new company, obviously, going to join us when that- Right. So we'll go through, matter of fact, we'll come, I think next month, we'll have an assessment report prepared by PFM, and they'll come through and they'll do all the assessment methodology with you and show you the new rates based on the budget for next year. Great. Okay. Thank you. Okay. You want to go to my report, sir? District manager reports? District manager. Okay. Sure. So on the project wide committee after agenda, as you know, we did not approve or they did not approve those two items. Also, the discussion there was the budget review. It looks like a 2% increase for the project wide fund. And they had a great conversation about expenditures. One of the big capital projects they did have discussion was the entryway feature on the square in Brownwood. So remember a few years ago, we had a lot of discussion about the water tower and windmill- Right ... that is a project wide asset that is maintained, owned by Brownwood, but maintained through the Exhibit A on project wide. So that is paid for through the project wide fund. So if you've noticed a lot of projects in Brownwood on the outer ring, so to speak, there's been some wood entryway features being repaired that's all been on the Brownwood fund. But the next one's going to be the one, if you look across from Harvest and Bluefin, the entryway feature at the square, that is the one that's going to be repaired, and that is a project wide fund to appropriate funding for that. So that had some conversation. As always, when we start working on the squares, we'd always have a lot of conversation with the committee. They truly understand that that is part of the project wide agreement, so they understand they have to fund it. So that'll be the big project coming up with project wide through that fund for next year. That had a little bit of conversation. Other than that, not a lot of conversation. They understood the budget as presented, 2% increase. It was kind of forecasted to them last year that it would be a 2% increase based on a lot of contractual increases that are happening, so.And that budget will come to you next month for approval for the preliminary budget approval in June. So we've just got to make sure we have at least three of you all here for the approval of each of them. The SailThru e-notification platform launch, that is something that the community relations department's been working on. They've been looking at a system-wide approach at how we communicate out with the residents, and that launch is fixing to go through some testing this coming month for hopefully a launch next month. It's just a centralized database on how they message out to residents. This is also working with the developer. They use this as well on their marketing side. But our e-notification, all our targeting and service delivery, utility, precautionary boiled water notices, and things like that, those will all go through this SailThru. We also then can track who's seeing it, who's using it, who's clicking on it, so it'll give us some good data on how to follow up. So more to come on that. It's just a new central database on how we're going to centrally communicate with the residents. And with that, the only other thing I wanted to discuss with you is we look into the next year's schedule. We have been getting a lot of feedback from the residential boards of project-wide Districts 5 through 13. Because project-wide and your meeting meet on Monday, and then all the residential districts meet after that. So they don't get a chance to really discuss what's on the project-wide agenda that their members sit on as far as all the maintenance agreements as far as through the Exhibit A. So I know a lot of the districts have been discussing whether they should have more input on that. And we've been looking at so how could we oblige that and look at when we could reschedule that meeting to meet that demand. Yeah. So what I was looking at for next year, and I just wanted to just throw this out there to you, is if Friday would be a better time to meet for this board and maybe the project-wide board, Friday morning, and Friday morning for this board as well, in the future. So that way, all the member districts can review that agenda ahead of time, give their member some feedback as to come back to the project-wide meeting on that Friday and say, "Hey, this is how my board reacted to this and what we can discuss at that meeting for approval or not," before it comes to this board. That's only for the project-wide piece. They get confused on the amenity piece because it's all one big meeting. So today we started introducing a delineation line between the old business as far as project-wide and the amenity side. Because on the amenity side, the residential boards really do not have any say so in. It's just the same committee makes both those recommendations to this board, so they get confused in what their ownership is. So we're starting to make that separation. But one of the things we were looking at is maybe next year looking at maybe rescheduling that meeting to a Friday along with your meeting. So I just wanted to throw that out there and get any feedback from you if Fridays would impose any type of issue as far as meeting. It might be in availability. Right. As long as I got three of you, if I can get three of you here on a Friday, that's all I need. So just keep that in mind as we work through it. Would having it the Monday following- We could do that, too. That could be a possibility ... if Friday became an issue. Yeah. So just think about it and just give me some feedback as we get closer to- Tend to be more holidays on Mondays- There is ... which would avoid that problem. But on the other hand, Fridays are probably a big day for people to take off for- Yeah ... a long weekend. Yeah. Pluses and minuses. Yeah, that's right. So just think about it. So if we can't make it work, we can't make it work, but I'm sure we can figure out a way. And with that, those are all my reports. All right. Mr. Council? Nothing to add. Thank you. Questions? Supervisor Cummings? Hearing none, I'll entertain a motion to adjourn. I'll motion to adjourn. Second. We have a motion and a second to adjourn. All in favor? Aye. Aye. Motion to adjourn approved. Thank you

Sumter Landing Community Development District Seat 1 - Joe Nisbett, Chair Seat 2 - Dr. Randy McDaniel, Vice Chair Seat 3 - Steve Drake, Supervisor Seat 4 – Karen Crews, Supervisor Seat 5 - Gerry Lachnicht, Supervisor May 4, 2026 at 11:30 AM SeaBreeze Regional Recreation Center 2384 Buena Vista Boulevard The Villages, Florida 32162 ____________________________________________________________________________________________ AGENDA The District encourages citizen participation in the democratic process and recognizes and protects the right of freedom of speech afforded to all. As the Board conducts the business of the District, rules of civility shall apply. District Board Supervisors, Staff members, and members of the public are to communicate respectfully. It is preferred that persons speak only when recognized by the Board Chair and, at that time, refrain from engaging in personal attacks or derogatory or offensive language. Persons who are deemed to be disruptive and negatively impact the efficient operation of the meeting shall be subject to removal after two verbal warnings. Audience Comments on all issues will be received by the Board. 1. Call to Order 1.A. Roll Call 1.B. Pledge of Allegiance 1.C. Observation of Moment of Silence 1.D. Welcome Meeting Attendees 1.E. Audience Comments 2. Consent Agenda A motion to approve the Consent Agenda is a motion to approve all recommended actions. All matters on the Consent Agenda are considered routine and no discussion is required unless desired by a Board Supervisor or a Member of the Public. 2.A. Approval of Minutes 2.B. Recommend Approval of Fund Transfer 34187 2.C. Review and Approval of FY25-26 Budget Transfer 34101 2.D. Review and Approval to Issue a Purchase Order Utilizing Agreement #24Q-028 with G&G Construction Services and Approval of Fund Transfer 33934 for the Sports Court Asphalt Replacement Project at Hibiscus Village Recreation Center (PWAC Consideration Item) 2.E. Review and Approval to Issue a Purchase Order Utilizing Agreement #24Q-028 with G&G Construction Services for the Pool Door Replacement Project at SeaBreeze Regional Recreation Center (PWAC Consideration Item) 2.F. Review and Approval to Issue a Purchase Order Utilizing Agreement #24Q-028 with G&G Construction Services for the Pool Door Replacement Project at Eisenhower Regional Recreation Center (PWAC Consideration Item) 3. New Business 3.A. Request Approval of Perpetual Utility Easement - Richmond Recreation Center 4. Informational Items Only

4.A. Community Watch Quarterly Report 4.B. Financial Statements 4.C. Registered Voters as of April 15, 2026 4.D. District Manager Approved Purchase Orders $50,000 - $99,999.99 4.E. SailThru e-Notification Platform Launch 5. District Manager Reports 5.A. Project Wide Advisory Committee After Agenda 6. District Counsel Reports 7. Supervisor Comments 8. Adjourn HOSPITALITY STEWARDSHIP INNOVATION & CREATIVITY HARD WORK NOTICE Each person who decides to appeal any action taken at these meetings is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, incoming the testimony and evidence upon which such appeal is to be based. Audio recordings of Board meetings, workshops or public hearings are available for purchase per Florida Statute 119.07 through the District Clerk for $1.00 per CD requested. Any person requiring special accommodations at this meeting because of disability of physical impairment should contact the District Office at (352) 751-3939 at least five calendar days prior to the meetings.

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  • Sumter Landing Community Development District Meeting (2026-05-04) — Minutes
  • Sumter Landing Community Development District Meeting (2026-05-04) — Closed Captions
  • Sumter Landing Community Development District Meeting (2026-05-04)

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