District Establishment: We will assist in the creation of the petition required to file for establishment providing District Counsel with the Statement of Estimated Regulatory Costs (SERC). Our team will attend all meetings and hearings required for the establishment process.
District Management: The District manager shall have charge and supervision of the works of the District and shall be responsible for preserving and maintaining any improvement or facility constructed or erected pursuant to the provisions of Chapter 190 Florida Statutes, for maintaining and operating the equipment owned by the District, and for performing such other duties as may be prescribed by the Board. Some of these additional duties include but are not limited to administrative, accounting, and revenue collection services.
Accounting & Assessment Services: We support your District by performing the most critical accounting and assessment services functions, including financial statement preparation, accounts payable, accounts receivable, monthly general ledgers, and annual assessment roll preparation. We use both Sage Intacct and QuickBooks cloud-based accounting software. In addition, we also use BILL accounts payable automation software to reduce manual entry and speed up the payment process. BILL also offers a more secure way to issue payments and reduce fraud activity.
Website Management & Compliance Services: Our team is responsible for ensuring the District’s website is up to date with the proper information and documents while maintaining compliance with Chapter 189.069, Florida Statutes.
Dissemination Agent: We will serve as dissemination agent for the District and undertake the obligations as set forth in the continuing disclosure agreement and U.S. Securities and Exchange Commission Rule 15c-12.
Bond Issuance: We will draft the bond validation and special assessment allocation methodology reports as needed for the issuance of new money or refunding bonds to finance public infrastructure for capital improvement projects of the District.
Community Inspections: Upon request by the Board, we will conduct inspections of the District to review any outstanding or new issues that need to be addressed. Communty inspections may require an addtioanal fee based on the desired scope of service.
Weekly District Manager Reports: At Halifax Solutions we pride ourselves on making sure our Boards are made aware of what is going on in their District between meetings. To help communicate this information under the Florida Sunshine Laws we provide each Board with a weekly District Manager Report sent out via email.
Intergovernmental Investment Pool Access: It is important for Districts to make sure they are properly investing their funds in accordance with Florida law. One option we work with our District’s on is the Florida Cooperative Liquid Assets Securities System (FLCLASS) which is an intergovernmental investment pool authorized under Section 218.415, Florida Statutes and was created via an interlocal agreement by and among state public agencies as described in Section 163.01, Florida Statutes. FLCLASS provides Florida governmental entities with a convenient method for investing in high-quality, short to medium term securities carefully selected to optimize interest earnings while maximizing safety and liquidity.
District Records Storage and Sharing: We store all District records through Citrix ShareFile. This allows Supervisors and authorized staff to always have direct access to the records. Please note that certain records are protected from public access under Florida law. A secure document portal eliminates the need for email attachments. With a single place to access content in a cloud environment. With ShareFile, documents stay safe in their original location, accessible via secure link whenever and wherever they’re needed, from any device. Data at rest is protected using AES 256-bit encryption with unique per-file keys. Customizable view and download settings let you control who can access what, with complete workflow audit trails to simplify compliance. Data Loss Prevention (DLP) integration integrates ShareFile into your security stack.