Halifax Solutions provides the following services required to establish and manage your Community Development District throughout Florida. Our district services include:

District Establishment: Assist in the creation of the petition required to file for establishment providing them with the Statement of Estimated Regulatory Costs (SERC).  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 (provided in partnership with Warren Averett), and revenue collection services.

Bond Issuance: Draft bond validation and special assessment allocation methodology reports as needed for the issuance of bonds to fund public infrastructure for capital improvement projects of the District.

Website Management & Compliance Services: Responsible for ensuring the District’s website it up to date with the proper information and documents while maintaining compliance with Chapter 189.069, Florida Statutes.

Dissemination Agent: 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.

Community Inspections: Upon request conduct inspections of the District to review any outstanding or new issues that need to be addressed by the Board. Communty inspedctions 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. 

Financial Outsourced Services: Through our partnership with Warren Averett, they support your District by performing the most critical accounting functions, including financial statement preparation, accounts payable, accounts receivable and monthly general ledgers. Warren Averett uses Sage Intaact cloud-based accounting software designed for governmental fund accounting. In addition to Sage Intaact, BILL accounts payable automation software is used to reduce manual entry and speed up the payment process.

At Halifax Solutions, we understand that not all clients have the same needs and therefore we are prepared to tailor our services to meet a client’s specific needs.