Falcon Trace Community Development District 

 Performance Measures/Standards & 

Annual Reporting Form 



October 1, 2024 – September 30, 2025 



1. Community Communication and Engagement 

Goal 1.1: Public Meetings Compliance 

Objective: Hold at least three regular Board of Supervisor meetings per year to 
conduct CDD 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 . 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 CDD website, publishing in local newspaper and via electronic communication. 

Standard: 100% of meetings were advertised per Florida statute on at least two 
mediums (i.e., newspaper, CDD 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. 

Measurement: 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 . 










2. 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 . 

















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 meeting minutes 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 . No . 



Goal 3.2: Financial Reports 

Objective: Publish to the CDD website the most recent versions of the following 
documents: Annual audit, current fiscal year 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 . 




Goal 3.3: Annual Financial Audit 

Objective: Conduct an annual independent financial audit per statutory 
requirements and publish the results to the CDD 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 CDD website and transmitted to the 
State of Florida. 

Achieved: Yes . No . 

































Chair/Vice Chair:____________________________ Date:________________ 

Print Name:_________________________________ 

Falcon Trace Community Development District 







District Manager:____________________________ Date:________________ 

Print Name:_________________________________ 

Falcon Trace Community Development District