Memorandum

To: Board of Supervisors From: District Management Date: August 5, 2024
RE:	HB7013-SpecialDistricts Performance Measures and Standards

To enhance accountability and transparency, new regulations were established for all special districts, by the Florida Legislature, during their 2024 legislative session. Starting on October 1, 2024, or by the end of the first full fiscal year after its creation (whichever comes later). each special district must establish goals and objectives for each program and activity, as well as develop performance measures and standards to assess the achievement of these goals and objectives. Additionally, by December 1 each year (initial report due on December 1, 2025). each special district is required to publish an annual report on its website, detailing the goals and objectives achieved, the performance measures and standards used, and any goals or objectives that were not achieved.

District Management has identified the following key categories to focus on for Fiscal Year 2025 and develop statutorily compliant goals for each:

Community Communication and Engagement
Infrastructure and Facilities Maintenance
Financial Transparency and Accountability

Additionally, special districts must provide an annual reporting form to share with the public that reflects whether the goals & objectives were met for the year. District Management has streamlined these requirements into a single document that meets both the statutory requirements for goaVobjective setting and annual reporting.

The proposed goals/objectives and the annual reporting form are attached as exhibit A to this memo. District Management recommends that the Board of Supervisors adopt these goals and objectives to maintain compliance with HB7013 and further enhance their commitment to the accountability and transparency of the District.

Exhibit A:
Goals, Objectives and Annual Reporting Form

Westside Community Development District Performance Measures/Standards & Annual Reporting Form
October 1, 2024- September 30, 2025

 Community Communication and Engagement
Goal 1.1: Public Meetings CompUance
Objective: Hold at least three regular Board of Supervisor meetings per year to conduct COO related business and discuss community needs.
Measurement: Number of public board meetings held annually as evidenced by meeting minutes and legal advertisements.
Standard: A minimum of three board meetings were held during the Fiscal Year.
Achieved: Yes Ill No□

Goal 1.2: Notice of Meetings Compliance
Objective: Provide public notice of meetings in accordance with Florida Statutes, using at least two communication methods.
Measurement: Timeliness and method of meeting notices as evidenced by posting to COD website, publishing in localnewspaper and via electronic communication. Stanc:t;iird: 100% of meetings were advertised per Florida statute on at-least two
mediums (i.e., newspaper, COD website, electronic communications).
Achieved: Yes	No□

Goal 1.3: Access to Records Compliance
Objective: Ensure that meeting minutes and other public records are readily available and easily accessible to the public by completing monthly CDD website checks.
�easurement: Monthly website reviews will be completed to ensure meeting
minutes and other public records are up to date as evidenced by District Management's records.
Standard: 100% of monthly website checks were completed by District
Management.
Achieved: Yes	No□

 Infrastructure and Facilities Maintenance
Goal 2.1: Field Management and/or District Management Site Inspections Objective: Field manager and/or district manager will conduct inspections per
District Management services agreement to ensure safety and proper functioning of the District's infrastructure.
Measurement: Field manager and/or district manager visits were successfully completed per management agreement as evidenced by field manager and/or district manager's reports, notes or other record keeping method.
Standard: 100% of site visits were successfully completed as described within
district management services agreement
Achieved: Yes■No□

Goal 2.2: District Infrastructure and Facilities Inspections
Objective: District Engineer willconduct an annual inspection of the District's infrastructure and related systems._
Measurement: A minimum of one inspection completed per year as evidenced by district engineer's report related to district's infrastructure and related syste"}s.
Standard: Minimum of one inspection was completed in the Fiscal Year by the district's engineer.
Achieved: Yes II!No D

3, Financial Transparency and Accountability
Goal 3.1: Annual Budget Preparation
Objective: Prepare and approve the annual proposed budget by June 15 and final budget was adopted by September 30 each year.
Measurement: Proposed budget was approved by the Board before June 15 and final budget was adopted by September 30 as evidenced by meetingminutes and budget documents listed on CDD website and/or within district records.
Standard: 100% of budget approval & adoption were completed by the statutory deadlines and posted to the CDD website.
Achieved: Yes II No D

Goal 3.2: Financial Reports
Objective: Publish to the CDD website the most recent versions of the following documents: Annual audit, current fiscalyear budget with any amendments, and most recent financials within the latest agenda package.
Measurement: Annual audit, previous years' budgets, and financials are accessible to the public as evidenced by corresponding documents on the CDD's website.
Standard: CDD website contains 100% of the following information: Most recent
annual audit, most recent adopted/amended fiscal year budget, and most recent agenda package with updated financials.
Achieved: Yes■No□

Goal3.3: Annual Financial Audit
Objective: Conduct an annual independent financial audit per statutory requirements and publish the results to the COO website for public inspection, and transmit to the State of Florida.
Measurement: Timeliness of audit completion and publication as evidenced by meeting minutes showing board approval and annual audit is available on the CDD's website and transmitted to the State of Florida.
Standard: Audit was completed by an independent auditing firm per statutory
requirements and results were posted to the COD website and transmitted to the State of Florida.
Achieved: Yes	No□

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Westside Community Development District

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