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01/19/2015 Agenda L; 9 2065 Heritage Greens Community Development District Board of Supervisors By leMQ- George Coombs,Chairman Calvin'Tegue,DtstrkTMaiiager Jim Marshall,Vice Chairman Greg Urbancic,District Counsel Marsha Coghlan,Assistant Secretary James Carr,PE,District Engineer Ronald Parrott,Assistant Secretary Barbara Pitts,Assistant Secretary Regular Meeting Agenda Monday January 19,2015—6:00 p.m. 1. Roll Call 2. Approval of Agenda 3. Approval of the Minutes of the December 15,2014 Meeting 4. Audience Comments 5. Old Business A. Speed Hump Permit Request Update B. Exotic Vegetation Removal along School Property Line Update C. Guardhouse Cleaning Options D. Debris Removal Bids 6. New Business A. Electric Bids for Immokalee Road West of the Entrance B. Board of Supervisors Email Retention C. Resident Data Base D. Report Back on Homeless Man Living in the Preserves E. Landscape Rocks Cleanup 7. Manager's Report A. Watch Reports B. Follow-Up Items—Parking Violations C. Special Detail Reports(Informational Only) D. Approval of Financial Statements 8. Attorney's Report 9. Engineer's Report 10. Supervisors'Requests and/or Comments 11. Audience Comments 12. Adjournment Note: Next meeting is scheduled for Monday,February 16,2015 at 6:00 p.m. District Office: Meeting Location: 210 N.University Drive,Suite 702 Heritage Greens Community Center Coral Springs,Florida 2215 Heritage Greens Drive 954-753-5841 Naples,Florida www.heritagegreenscdd.org Naples Daily News Naples, FL 34110 Affidavit of Publication Naples Daily News + HERITAGE GREENS COMMUNITY DEVELOPMENT DISTRICT 210 N UNIVERSITY DR #702 CORAL SPRINGS FL 33071 REFERENCE: 027769 NOTICE OF MEETING NOTICE OF MEETING 59754500 HERITAGE GREENS COMB Heritage Greens Community Cevelopment District State of Florida The Board of Supervisors of the Heritage Greens Community Development District will hold their meetings for Fiscal Year 2015 at 6:00 p.m.at the Heritage County of Collier Greens Community Center,2215 Heritage Greens Drive,Naples,Florida on the third Y o Monday of each month as indicated below: Before the undersigned authority, person October 20,2014 appeared Daniel McDermott,on oath says tha "cVeemr` 7. o4 - serves as Inside Sales Manager of the Na 1 7anuary,i 2O1 g p February 16;2015 News, a daily newspaper published at April 20,201515 Naples, in Collier County, Florida: that nels,1 July 2Q. 15 attached copy of advertising was published aug�stn2B,zots newspaper on dates listed. September 21,2015 Affiant further says that the said Naple There may be occasions when one or more Supervisors will participate beci ed telephone. Meetings may be cgttinued to a date,time,and pldce to be p by on the record at the meeting. News is a newspaper published at Naples, i Any person reyuidng spacial accommodations at this meeting because of a disability or physical impairment should contact the District Office at (954) Collier County, Florida, and that the sale 753-5841 at least two calendar days prior to the meeting:]If you are hearing,or speech impaired,please contact the Florida Relay Service at(800)955-8770 for aid newspaper has heretofore been continuously mwntacung the Dish toffice..1 published in said Collier County, Florida, 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' day and has been entered as second class a may need to ensurethat a verbatim ecurd of the proceedinggs is made,including matter at the post office in Naples, in sa the testimony and evidence upon jvhichsud appeal istnbe bas ed. Lalvm Teague Collier County, Florida, for a period of 1 Manager No 2034903 next preceding the first publication of the<emher,o.2o,a attached copy of advertisement; and affiant further says that he has neither paid nor promised any person, firm or corporation any discount, rebate, commission or refund for the purpose of securing this advertisement for publication in the said newspaper. PUBLISHED ON: 09/12 AD SPACE: 76 LINE FILED ON: 09/12/14 ) + Signature of Affiant z / ( 1 1! Sworn to and Subscribed be ore me this IA, 'd f i, '.G'i,:.(�"20 Y by G 6-tut,/✓t _ ILA_ :, ' CAR01.POI IDORA Personally known b me � !v= � �•-,, I ,••�••r - . i X851758 - `7 EXPIRES:N0Vembef 28,2114 �''el,..,. •'' BondodTh ruPirhardUsuranceAgancy �Rf;`° Jan. 19,2014 To:Cal Teague, District Manager From:Justin Faircloth,Assistant District Manager Re: Heritage Greens CDD Agenda for Dec.Meeting e k .�F .zfl Speed Hump P � • After following up with the county about the likelihood of our request being approved I was directed to follow the process outlined in the Neighborhood Traffic Management Program manual.This required us to get a bid from the engineer to complete the entire scope of services. Mr.Carr's proposal is$u2F9 -.t lus a a-$79Q:014,ipplication fee required by the County.A second estimate was$12,000.00 from another engineering firm. .,2 !? .. • PJM has cleared the area behind the school.I have requested that they cut all the stumps down to the ground level. Mr.Wallrich has requested an increase of$1,800.00 for this whole project. o Elementary School Area—PJM$2,740.00+$800 o High School Area—PJM$3,575.00+$1,000.00 o PJM gave us a cost of$220/month to maintain these areas • Board was holding on the ones that were presented at the Dec.meeting. • This project has already been completed by PJM foi" 3=lie sahat someone is still putting branches tbexe_=a:: . /1.3✓:5 .. o Pat would like to have his check issued the first week of the month—says he can't wait 17 days from issue since he has 5 auto draws taken out by the 10th of each month. • No further progress was done on this per direction from Supervisor Marshall.$8k from Beaumont Electric,$3,500.00 from Rich Jones Electric. $up.Vl # AMYIWi ' • All emails have been set up and communicated to each Supervisor.A new website was created as well and copies are in the packets for the Supervisors. • This data was acquired on 1/16/15 and sent to Supervisor Coombs as well. Please see attached email from Kerry Black. Let me know if there is anything else I need to do with these files. **4$9` • The preserve maintenance company said they saw no evidence of anyone living in these areas. • According to Supervisor Coghlan RIM is to present a proposal for this and possibly complete the work over Christmas break.I have not heard anything from Mr.Wallrich about this,but I texted him today. • The most recent reports were included in the agenda packet.Fri.&Sat. patrols continue.Our request for a special patrol on Dec.315twas not granted due to other needs in the county. ✓ Yq. .. • As or12/10/14 three warnings and one tow authorization had been given since the last meeting. • I have exhausted every avenue to remove the tree at the entrance as requested by the Board, but with no success. I have spoken with Dan Smith who is the reviewer of all tree removal permits for the county and even to Mike Sawyer who is the Zoning and Land Development Review Manager for the County and they both have said the same things.The only way for this tree to be removed is to go through an insubstantial change to plan with a Landscape Architect submitting the plans to the county.Overall this process would be very expensive to remove one tree,however,as I have discovered there are no Landscape plans on record with the County these documents would prove potentially helpful in the future. o ABC Tree has given quotes to trim out the tree for$210.00 or to properly prune the tree for$420.00. • ST$1,825.00 for two cuts,Greenscapes will weed eat the area for$1,400.00 for two cuts.No other proposals submitted,7 companies contacted. • Even though requested, I received no firm bids from companies for this item. Rich Jones said they could do it for time and material basis approximately$100.00. • I have requested the route manager look at the roads and let me know if there is anything more they can do to clean up the stains. He has not gotten back with me after two attempts, but I have emailed and called him again to follow up with him. Email back from him today said he is out of town on family matters,but should be back next week. I think this covers everything I have been working on for Heritage Greens.Please let me know if you have any questions. Sincerely, Justin A 4 o AtGNULI RBER & RUNDAGE.im. Prolcavu■ul cllgl11 crs pt.uncrs&land,u,><■ur. .110 Iarofann trail North Stilt. LOG,Naples..I'lorida,)41O1t IL,19)S9- iI l i FAY:12:P1)5(,b-221},i January 16,2015 Mr.Cal Teague District Manager C/O Severn Trent Management Services Heritage Greens CDD 5911 Country Lakes Road Ft.Myers,FL 33905 Re: Heritage Greens—Crestview Way Proposed Speed Humps ABB PN: 15-0007 Dear Mr.Teague: At your request,Agnoli,Barber&Brundage,Inc.,is pleased to submit this proposal to render professional services on the above referenced project.Agnoli,Barber&Brundage,Inc,hereinafter referred to as ABB, proposes to provide Heritaee Greens CDD ,hereinafter referred to as Client,the professional services outlined in the attached Exhibit A. Since the basis of some of the work scope may he Time and Material(T/M),a rate code sheet may also be attached_ 1. ADDITIONAL SERVICES AND EXTRA WORK Services not specifically included above will be performed as additional services on an hourly basis,plus reimbursable expenses. Services and fees provided in this Agreement are based upon governmental rules, regulations and policies in effect at the time of execution of this Agreement. Should changes take effect during the period services are being performed and result in additional ABB work requirements, this Agreement will be modified by approval of the parties. In addition,ABB will perform additional services beyond the work described within this Agreement as requested and authorized by the Client. When such work can be identified in advance, ABB will provide a reasonable estimate for such work and written authorization obtained. Work that is requested which is not included in the scope of this proposal(extra work)must be approved by an authorized representative prior to any time being expended towards the completion of the extra work. A duly authorized change order will be required before any extra work is conducted. 2. TIME OF PERFORMANCE ABB will start services promptly upon receipt of the following:a retainer in the amount of$N/A,and one executed copy of a signed proposal. Upon receipt of the above listed ABB will complete our work within a reasonable period of time.All funds provided as retainer shall be credited to the last project billing. 3. OUTSIDE SERVICES Outside services not specifically included in this Agreement are as follows: 1 X.\2015\15480? Swags Greens-00\Correspondoncas\Proposa0A08 Proposal.das A. Geotechnical Engineering B. Structural Engineering Services C. Transportation Planning/Engineering Services D. Materials Testing E. Hazardous Waste Assessments F. Legal Services G. Environmental/Wildlife Permitting H. Services not specifically described in Exhibit A of this Agreement 4. RESPONSIBILITIES OF CLIENT ABB's performance under this Agreement is contingent upon the Client or others designated by the Client providing ABB with: A. All documents, information relating to special or extraordinary considerations, existing permits,maps,deeds,easements,abstracts,surveys,topography or other information in the client's possession relating to the project. B. In writing of all client's criteria,design,construction and other requirements for the project. C. Any existing surveys of the property. D. Guarantee of access to and make provisions for the Consultant and subcontractors to enter upon public and private lands as required to perform their work under this Agreement. E. Client is responsible for all governmental permit fees. F. Where survey layout work is included in the scope,you are expected to provide two(2) copies of approved plans on paper media, and current Autocad digital files of the work. Any changes to the project throughout the length of construction will be provided to us in the formats and amounts described above. We expect to be provided with the following plans; Most recent Boundary Survey Approved Civil Engineering Plans/Site Development Plans Approved Architectural Plans Approved Structural Plans Approved Landscape Architecture Plans Approved Hardscape Plans Any other plan of record that describes the work to be laid out 5. FEES AND COMPENSATION Billing for services and reimbursable expenses will be submitted on a monthly basis and will be based on progress of the work. All invoices are due and payable upon receipt. Invoices not paid within thirty(30) days shall accrue interest at a rate of 1.5%per month from the due date until paid. If payment is not received within forty-five (45) days from date of invoice, work will stop until the total unpaid balance has been received. The project schedule and schedule of deliverables will be subject to the Client's timely payments of fees. In the event it is necessary for the Consultant to employ an attorney to collect sums due under this Agreement, Client shall be responsible for all costs incurred, including Consultant's reasonable attorney fees. 2 K:\1015\15-0007•HefNage Greens COO\Correspondences\ProposeM00 Propo,al.daca Out of pocket expenses shall include,but not be limited to,travel expenses(lodging,meals),project related mileage in accordance with the rate code sheet, shipping, printing and reproduction cost, permit or document review fees, and special equipment or materials required for the performance of the services requested. Where the scope includes survey layout, the fees specified are for the one(1)time layout of the facilities only. Any re-staking or additional work is subject tot the above change order request provisions. Fee Disclaimer: Client agrees that Consultant has been selected to perform services on this project based on qualifications and expertise in the area of Civil Engineering,Land Surveying,and Land Planning. Client also agrees that the current permitting climate is unpredictable due to continually changing regulations and interpretations of same. Engineer has presented good faith budget estimates based on past performance of similar work but in no way can guarantee that these budgets will be sufficient for the successful completion of the permitting tasks represented herein,or that permits can be obtained for the Client's project. 6. PROVISIONS AND CONDITIONS I. Acceptance Period. This proposal is effective for a period of sixty(60)days from the date shown. If not accepted in writing within this period,the Consultant reserves the right to modify any portion thereof or withdraw the proposal in its entirety. 2. Ownership of Documents. All documents, including original drawings, notes,data and report originals are and shall remain the property of the Consultant as an instrument of service. If so requested in writing,the Client will be provided reproducible drawings and other documents in consideration of which the Client agrees to use them without alteration solely in connection with the project. 3. Project Coordinator. Due to the fact that this project is located in N/A and our servicing office is located in Collier County,FL,provision of our services will need to be coordinated with the construction schedule to minimize our trips to the site and when on the site providing for the maximum efficiency of the construction layout process. Incomplete scheduling of our services may be subject to additional charges for lost time due to excessive travel. 7. TERMINATION AND LIABILITY This Agreement may be terminated with or without cause by either party upon seven(7)days written notice. In the event of termination,Client shall be bound to pay Consultant for all services rendered to the effective date of termination,all reimbursable expenses and collection and/or legal fees. Neither the Consultant nor Consultant's subcontractors shall be jointly, severally or individually liable to the owner in excess of the compensation to be paid pursuant to this Agreement. PURSUANT TO FLORIDA STATUTES SECTION 558.0035(1)(c), AN INDIVIDUAL EMPLOYEE OR AGENT MAY NOT BE HELD INDIVIDUALLY LIABLE FOR NEGLIGENCE. 3 K.\2015\15.0007-Heritage Greens COW.revondences\ProposaMOS Proposal.daa We hope that this Agreement satisfactorily responds to your request. If the Agreement is acceptable,one original copy,signed by a duly authorized representative of the Client,should be returned and will serve as our authorization to proceed. By signing below,the undersigned hereby represents and warrants that they have full authority to contract on the Client's behalf for the services and fees proposed herein. If you have any questions,please do not hesitate to call. Sincerely, James A.Carr,P.E. AGNOLI,BARBER&BRUNDAGE,INC. JAC/jee Attachments: Exhibit'`A" ABB Rate Sheet AUTHORIZATION You may designate a person to act as your representative with respect to this Agreement,such person having complete authority to transmit instructions,receive information, make work scope changes, and make or interpret the Client's decisions. Optional Designated Representative-Print Name Client-Printed Name and Title Optional Designated Representative Signature Client Signature Date By signing above, Client hereby represents and warrants that they have full authority to enter into legal binding contracts affecting the real property described herein, and if listed authorizes the Designated Representative to assume full project direction authority and will be responsible for payment of the fees proposed herein or as directed by work change orders. 4 K\2015\15-0007 Ms rrta`e Greens COO\Cornspo..d n.APropossl\ABB Proposal dots Estimated Project Budget—Exhibit"A" Heritage Greens Crestview Way Proposed Speed Humps ABB PN 15-0007 January 16,2015 Scope of Services The Client has requested Agnoli,Barber&Brundage,Inc.to render professional civil engineering services to prepare roadway and striping plans for the existing Crestview Way to add two speed humps at the North end of road.The approximate locations are 2048/2052 Crestview and 2104 Crestview. The following is assumed regarding the NTMP manual: 1) The HOA(CDD/community)has already coordinated with the County NTMP Coordinator and made request in 2014 when Mr. Caratozolo attended a CDD meeting to discuss. 2) The CDD has conducted a survey and obtained the required support from the community. 3) The CDD has passed resolution by majority vote of the Board in support. 4) The CDD has hired a traffic engineer and completed a speed or traffic study that supports and/or does not negate the proposed speed humps. 5) ABB will handle the site plan design and submittal to Collier County Growth Management via Insubstantial Change to Plans(ICP). 6) ABB will handle the limited construction observation and certification of construction to County if constructed in accordance with plans. The project will be billed at a Time and Material basis. The fees listed below are budget estimates, not to exceed without authorization. Client shall pay County review fees separately(estimated to be$700). 1. Roadway Construction Plan $950 FF We will prepare one site plan showing the existing and proposed improvements. The purpose is to provide a final plan for construction purposes and for County review purposes so that we have documentation of review and approval per County roadway standards(the scope for this permitting process is outlined in Item 2 below). The plan will identify the demolition of existing pavement area,and show the proposed paving with dimensions. The plan will incorporate the Collier County speed hump design standard detail and associated sign and marking. 2. Road Construction Plan Insubstantial Change(ICP) Permitting $750 TM Provide construction plans showing the proposed paving and striping and prepare associated application for the purposes of submitting a Construction Plan Insubstantial Change as required under Collier County Land Development Code 5 r:\2015\35-000?-Heribp Greens CDO\Correspond.nc.s\propos.Me8 Proposal.dou regulations, including the following: • Request ICP submittal from County and obtain confirmation email from Planner. • Request an Addressing Checklist from addressing department. • Prepare cover letter for submittal and obtain submittal fee from owner. • Prepare IC Application. • Make 15 copies of all plans and documents. • Sign and seal plans and make submittal. • Permitting and coordination with County,respond if minor review comment. • Arrange to pick up documents and copy to owner and others. 3. Construction Services&Certification $1,250 TM • Review contractor bid pricing. • Attend pre-construction meeting with contractor • Construction observation(approximately 6 hours)during construction • Final walkthrough, pay application and County inspection(if needed) • Provide certification letter to County based on construction in accordance with plans. Reimbursable Per Attached Rate Sheet Reimbursable expenses include expenses for blueprinting, copying services, data base searches, color graphics, overnight express delivery service, long distance telephone calls,the cost of public meeting signs, noticing the public meeting by mail and by newspaper advertisement, and mailing lists from collier County Property! appraisers Office. Estimated Budget $2,950 TM TM=Time and Materials. Billing will be based on actual time and materials. Budgets will not be exceeded without prior authorization. Items not included in this proposal that may be necessary are project specifications, quantities, bid document, construction management/observation and final survey as-built certification. 6 K\2015\15000) Heritage Greens COD\Co,r.spondences\ProposaMBB Proposai.dma GREENSCAPES In 14370 Collier Blvd.,Naples,FL 34119 Phone:239.643.4471 •Fax:239.643.3025 E-mail: service @greenscapesfl.com Proposal To: Heritage Greens CDD Proposal: 79149 do Severn Trent Services Date: 01/15/15 5911 Country I,akes Drive FT.Myers,Fi,33905 Reference Service Representative Linda Nelson Qty Units Price Extended Weed eat the eastern most side of ther canal(to he completed twice per year). Per approved service trip: 1.00 Labor Hour 700.00 $700.00 Greenscapes is not responsible for any damage that may occur to underground utilities(piping, wiring,etc.). Subtotal: $70(1.00 A deposi ' tJ a upo, eceptance;$ail iice due upon completion. taxable: $0.00 ,v a stay (l'llfi-Discover ACCva_--- -._..__.._..-._. 'lax: $0.00 Accepted By: �`y ( 7------------- i': Total: $700.00 P`es good for of (o)days boos the date of the Proposal i FOR OFFICE USE ONLY Flu.DNOTES: EH.—.___..__. 44(.: AH—_-.._....__..__._._._. MISC _---_– Page t of I -4 (� 2_ PROPOSAL 12/03/14 LLamas Inc. d/b/a ABC Tree Services 17103 Jean Street Ft. Myers, Fl 33967 Mario LLamas 239-633-1665 FIN #65-0068736 Lee County License #9503104 Collier County License #C12985 Certified Arborist on Staff FL-0050A Heritage Greens CDD c/o Severn Trent 5911 Country Lakes Dr. Ft. Myers, FL 33905 Justin Faircloth 239-245-7118 Ext. #306 Description of Work: Pruning of Oak tree at the entrance of Heritage Greens. A. Crown lift for under clearance of school sign view and overhead utility wires. Also cleaning of interior of the tree. Price: $210.00 = .OR ( B. dame as above but also properly thin out the outer, upper canopy for -the health of the tree. This thinning is what lessens wind resistance and ,,i also allows filtered sunlight to, plants and grass under the tree. It also helps to minimize mol and%mildew`on walls and walkways under trees. Price: $420.00 �I` ' 1 , - i \,`- /�c\- l' \ J Faircloth,Justin From: Robert Soto<robert@sotolawn.com> Sent: Monday,January 19,2015 1:20 PM To: Faircloth,Justin Subject: RE:Heritage Greens CDD-Canal Mowing/Debris Removal Estimate Good Afternoon Justin. Per year, cost would be$7,500 for West side of canal. Removal of pile of debris,$250. Thanks, Claire From: Faircloth,Justin [mailto:Justin.Faircloth @stservices.com] Sent: Monday,January 5, 2015 3:52 PM To: robert@sotolawn.com Subject: Heritage Greens CDD -Canal Mowing/Debris Removal Estimate Dear Robert, As discussed on the phone today, Heritage Greens Community Development District would like an estimate on the cost to have the eastern most side of their canal mowed twice a year.The golf course maintains the western side by the course, but the District is responsible for the other side. See marked photo. Additionally,there is a large brush pile at the north western corner of the property along Immokalee Road. The District would like an estimate to have this pile removed. Please quote only the debris pile on the north side of the fence (see photos). We would like the estimates back by January 16th. Please let me know if you have any questions. Sincerely, Justin Faircloth SEVERN Justin Faircloth,CAM Assistant District Manager 5911 Country Lakes Drive+Ft.Myers,FL 33905 }ustin.faircfoth{ stservices.com SERVICES T(239)245-7118 ext. 306•F(239)245-7120 C(239)7135-0675 SUPERVISORS,PLEASE DO NOT REPLY TO ALL AS THIS COULD BE A VIOLATION OF THE FLORIDA SUNSHINE PROVISIONS. CONFIDENTIALITY NOTICE:The information in this email is intended for the sole use of the recipient(s)and may be confidential and subject to protection under the law.If you are not the intended recipient,you are hereby notified that any distribution or copying of this email is strictly prohibited.If you have received this message in error,please contact the sender immediately and delete your copy from your computer. AThink eer&nlewe print this e-mail only if necessary 1 Faircioth,Justin From: 7158512189 • Sent: Monday,January 19,2015 3:53 PM To: 2397850675 Subject: Sorry Justin I have 13 pallets of sod to lay in South Naples won't get home till late I emailed the pressure washer quote over a week ago and If I remember corr Sorry Justin I have 13 pallets of sod to lay in South Naples won't get home till late I emailed the pressure washer quote over a week ago and if I remember correctly it was$75 and approximately$50 for new mulch if we blow too much around will put a tarp down but no guarantee did not do a bid on that canal water looks very time consuming and don't know if I want to ruin the equipment we will have to walk together and decide what to do please try and get my other things handled today would appreciate any questions I will be home around 8 I. Faircloth,Justin From: Pat Wallrich<pjmlawn @centurylink.net> Sent: Monday,November 10,2014 7:15 AM To: Faircloth,Justin Subject: RE:Heritage Greens CDD-Fence Clean-up Proposals Good morning; Estimated quote for clean-up and maintenance; • Area behind elementary school and single family homes on the South West corner of said property. 1. Labor intense and ground very unstable, removal of debris must be removed and cleaned out by hand and transported over the fence to trucks. I talked to Richard on dates and only Saturdays for work or school closing days of Xmas break.They have church service on Sundays. Quote for#1-$2740.00(includes labor,removal,agric-dump material,spraying stump kill on exotic plants,round up along fence area and clean up.(any turf damage will be extra) 2. Area from score board heading East to Ibis Cove property behind High school property. This must be entered from Golf course side,there is no access from the school side and trucks would have to be driven down edge of property on the cart path area and only using light weight truck.Once again a lot of labor hauling to open area of Fence. Quote for 2nd request $3575.00( Includes same procedure of work per-#1 Quote) 3. Quote for Maintenance of property once all of above is completed,will be weed-wacked at least once per month and round-up sprayed along the fence line to control over growth on school side this will be done on all the common fence lines of Heritage property.Area can not be weed sprayed on birm between school and golf course,this ground is very unstable and would need some sort of growth to help eliminate run off of loose sand. Quote monthly per cut$220.00 Justin any concerns or questions please call Thank you Pat PJM 715-851-2189 From: Faircloth,Justin [mailto:Justin.Faircloth @stservices.com] Sent:Tuesday,October 21, 2014 3:40 PM To: pjmlawn @centurylink.net Subject: Heritage Greens CDD- Fence Clean-up Proposals Mr.Wallrich, As we discussed on the phone today,would you please send us three quotes: • Clean-up and removal of all plant material in our landscape maintenance area from the elementary school's south west fence corner to their south east fence corner.Access will be through the school side. • Clean-up and removal of all plant material in our landscape maintenance area from the high school's south west fence corner to their south east fence corner.Access will be through the golf course side and will need to be completed during off peak times for the golf course(Summer). • Yearly maintenance proposal of this entire area between the schools'fences and the Heritage Greens CDD wall. 1 II 1 .Oi -1!l j I &!i 9.I I i aI 4: ro: ■In I . - Q; �i r .- .r * .; `I c. ` _.- O' O 81 -01 m C: 81 c , O; , E' NI ': ' UJ I i 'O ; j -a • ' 3 , 72 v v 8 8 ° •, a ° 4 8 !I g i g g iff i I i 1 E I I ' i t 0 1 I _ 1 c i v > I 3 i 15 i o m m B v i 0 1 I c l N J ! m .0 t u1'C O a 04 0 m E m e-1 es u-) Ol M 't ,4 Q T� VI M N i m U 2 W N o. 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E `U = o 5 Heritage Greens Community Development District Nome Important Contacts Meeting Calendar George Coombs,Chairperson Minutes CSSaglitiehadagliatgalf41411M 1712 Morning Sun Lane Ptnar3ci.ai� Maples,E 34114 seat Documents &t Polities Veecb¢d. 11/21112 Term Expires 11/2016 Co411r11kutlityl Security, !m ta;rshali,V+gce Chairperson t r ry itreenin 1453 t:9ornitzq Sun lane Naples,FL 34119 Seat 3 Elected 11/2010, 11/21514 Term Expires; 11/2018 Ronald Parrott,Asszsta41t 5rtretery M1� 1 608 marmot';un Lame Naples,FL 32119 Seat 1, Elected. 11,/2011 2 Term Expires 11/2016 Barbara Pitts.Assistartt Secretary sis tirtgingear+ea d Lcot 2067 i$orning Sun Lane Naples;FL 3411 Seat 4 Elected; 11/2014 Term Expires 11/201 S Maarstza.Gochlan.,Assistant Secretary ;, ,, 3�li� il�lill6�t1�49J!�td�l�l�kd. , 1439-Writing Sun Lane Naples,FL 34119 Seat 5 Elected. 11/2010, 11/2014 Term Expires 11/201 C'aialn Teague,District 0441189er cal teriguettstservicest Severn Trent tnageerzt Services 5017 Country Lakes tare~ Fart 1L1tyers: FL 33405 Celt Phone 239.223 4437 Office Phone, 239.245.7118 ext 301 Office Fax'239.24S�'124 C .5 -c a t a ... 0 .c o c w y H c O w Y. 5 ro dl 'PD W U 44 Ijiy N H N ✓1 rtS N 9f ro J5 Cl E O -6 '' v c ro 0 ` ro ro n >, >. ttil E c ro - - ,,, y — w e 5 v E y G o b 't:' t 4 ' u" L _ ,u4 : , Q vi I- E c , e u „= v. v, ° p n w o v c e N ro cv o "; e r w M Ry t t� V .. u+ 5 T -6 7 d te '4 Cl) 14.1 Z ,V 4, s ro Q 2 , y P 2 4 p a rtl„' Cn Z a c 4 o rn ro u a x- t ' .� E y y o4 a C `+7 n Q itl 19 ''.. 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C > C ‹ E O c '- c c c C m c C m C J U) 3 v) 3 00 4 W 3 lid cn C1 00 3 5C/ 3 m� ri) mN m0a. m "- N O) mmmd a) mm0 < m • .> .0 �>., m 7 0 .0 0 y .0 C .c C m 'y 7 .0 .c 55 0 c E 03 E W _ y E Op w e 'E = y cA E E 0 0 E O U0U > mmo0 2 o 0 0 0 > m m0 0 20- o OC)) cT- (0 CA E L Cn to 0 N M d' Cn N- P N O N- O m 00T- " N- c01,-- 00M m O m O 00 O mN O O a0 m MN„ N a- N C_ r N r N N r (N C N r - C r L L L L E Cr) I- L L L L L L L C L m L L L E ,- m m m m N r m m m m m m m L m L0 CO m m ft a) (1) a) a) 0 C) N- a) a) a) a) 0 a) a) 0 a) 00 a) a) a) 0 a) Z Z Z Z 2 r r Z Z Z Z C Z Z 2 C — C Z C 2 Z w N to of C0 O r N m O n r Co o m r N- o O d 00 ,-- m N 0.1 N m O) . . . . . . .'- c- r N N N ` ,- .- N C 00 00 00 d) O) m O) O O r r . . . . . N (N tv tN r r r r r .- r + N m d' N t0 n CD m O r N m .t tp t0 n CO m O , N M eF o co n CD m O c0 m 00 co co m co m (0 n n n n n n n n n n 00 00 00 00 00 00 00 00 00 00 0) HERITAGE GREENS COMMUNITY SPECIAL DETAIL REPORT Date: 1,15101 Time tour began: .1-3° Time tour ended: 0-1-° ° Name of the Deputy on duty: Li-- t_ ejIf:,r Shield #: '73 Car#: 3e/ In the event of a problem please contact Mr. Calvin Teague Landline: 239-245-7118 x301 or Cell: 239-223-4437 STOP ALL TRAFFIC VIOLATORS! ENFORCE 20 mile per hour speed zone and all stop sign violations *NOTE THAT THERE IS A TRAFFIC CONTROL AGREEMENT DATED 9-11-2007* DOCUMENT BELOW ANY INCIDENTS AND TRAFFIC STOPS AND DESCRIBE ACTION TAKEN kr,cr, v./l4r - . Al( j,(. L41 ( 0,14( 4,4.r.f-- 4.rt. ` r• 4L1 ''-( / o\.- C5S4n4.C4.75 4,t Lizde,vt-1 `.r,\ , <c r **please send completed form to one of the following: Email: edvth,birdOcolliersheriff.orq Inner-office: Edyle Bird/Chiefs Office or Fax: 239-252.0529 ** HERITAGE GREENS COMMUNITY SPECIAL DETAIL REPORT Date: 12/06/14 Time tour began: 2300 hrs Time tour ended: 0200 hrs Name of the Deputy on duty: Freiburger Shield #: 2757 Car#: 732 In the event of a problem please contact Mr. Calvin Teague Landline: 239-245-7118 x301 or Cell: 239-223-4437 STOP ALL TRAFFIC VIOLATORS! ENFORCE 20 mile per hour speed zone and all stop sign violations *NOTE THAT THERE IS A TRAFFIC CONTROL AGREEMENT DATED 9-11-2007* DOCUMENT BELOW ANY INCIDENTS AND TRAFFIC STOPS AND DESCRIBE ACTION TAKEN Very light traffic, no traffic violations were observed No foot traffic or visitors to the pools ** please send completed form to one of the following: Email: edvth.birdCcilcolliersheriff.orq Inner-office: Edyle Bird/Chiefs Office or Fax: 239-252-0529** HERITAGE GREENS COMMUNITY SPECIAL DETAIL REPORT Date: 12/13/14 Time tour began: 0000 hrs Time tour ended: 0300 hrs Name of the Deputy on duty: Freiburger Shield#: 9757 Car#: 732 In the event of a problem please contact Mr. Calvin Teague Landline: 239-245-7118 x301 or Cell: 239-223-4437 STOP ALL TRAFFIC VIOLATORS! ENFORCE 20 mile per hour speed zone and all stop sign violations *NOTE THAT THERE IS A TRAFFIC CONTROL AGREEMENT DATED 9-11-2007* DOCUMENT BELOW ANY INCIDENTS AND TRAFFIC STOPS AND DESCRIBE ACTION TAKEN Very light traffic, no traffic violations were observed No foot traffic or visitors to the pools ** please send completed form to one of the following: Email: edvth.bird(a colliersheriff.orq Inner-office: Edyie Bird/Chiefs Office or Fax: 239-252-0529** HERITAGE GREENS COMMUNITY SPECIAL DETAIL REPORT Date: dl \iy Time tour began: r�� Time tour ended: c A n Name of the Deputy on duty: L 1 « t` il,s Shield #: 173 Car#: In the event of a problem please contact Mr.Calvin Teague Landline: 239-245-7118 x301 or Cell: 239-223-4437 STOP ALL TRAFFIC VIOLATORS! ENFORCE 20 mile per hour speed zone and all stop sign violations *NOTE THAT THERE Is A TRAFFIC CONTROL AGREEMENT DATED 9-11-2007* DOCUMENT BELOW ANY INCIDENTS AND TRAFFIC STOPS AND DESCRIBE ACTION TAKEN d 3i() h-i• IC . S ( (-e..-,; • 4 III;n .) =• 'fl .. 1, 1.j,. - t.'..i4,, �.��:;.,,�.`' ;Jr,.a i l C(i... C(r.....`I rC�• .'t ' :S (t, * - 1111: �i. ff �j'�n• ♦ 4 L•( 5 4 r F l V n ( r>J l C i.(i.. Ct ,r 1 ( ) r.,1 h._. C ? , C.,. Jr ( **please send completed form to one of the following: Email: edvth,bird acolliersheriff.orq Inner•office: Edyie Bird/Chiefs Office or Fax: 239-252-0529** X C4 X P4 v) w Q 1,..4 P.4 > , r-9 '.. (I) . . , .-' ,' .:;•L';;;,-.u_:':.:.,,...._,...._'i: ,,,,,,, , „.,,,r____,,,,,, i;r :______ i"',,,,...::...,, ,,,,,i...,:.„,,,,.,,,,,,,,,-.-ju,,,,,I,,.,,,,,..,,,4‘.._:_,,*;,,,,,_________ = ,?., 1,v6,:q , gl I re t, 1 I iiiiii i 1 g3"'1 .:., ca) (a: g.) -i 1.> e ,e. .E 1 . .. •,.. ,.,.• ''- e .._z 2.= C g 1 1 cn , 0 ..,2 8 V Z 2 P a ' 1 (16) •cTo g 1 u C 3 r -a ix ‘■,,' cei 1 4 ; -.........-- . i Ct - 8) 4.4 U • . --..',,,,:,,,,,,,r,fy • ••••4 : ----------- . •••11 : i in.,) i . ! 1 i . Heritage Greens CDD Budget Schedule FY 2015--2016 Key dates to work around 1. No later than June 15,2015 the budget has to be presented by the District Manager. 2. The budget has to be tentatively approved by that date and a public hearing set at least 60 days in advance. 3. The budget legally has to be adopted prior to October 1 but assessments have to be set and sent to the County by September 15th so they can be included on the roll. Suggested schedule; We are proposing May 18th and August 17th as key dates for the budget but these can be changed based upon the BOS direction.The only restrictions are identified above. Jan 19h—Discussion of budget and review of Budget Schedule April 20th-Draft Budget presented by District Manager to BOS including financials as of 3/30/15, projected expenses and revenue for remainder of the fiscal year and suggested budget for FY 2015-2016. May 18th -Updated Budget with financials as of 4/30/15 and discussion by BOS. Set up workshop meeting(s), if needed. June 15th-Adoption of Tentative Budget July 20th-Discussion of any considerations prior to Public llearing August 17"'-Public Hearing for adoption of Proposed Budget • HERITAGE GREENS Community Development District Financial Report December 31, 2014 Prepared by SEVERN TRENT SERVICES HERITAGE GREENS Community Development District FINANCIAL STATEMENTS Balance Sheet Page 1 Statement of Revenues,Expenditures and Changes in Fund Balances General Fund Page 2-3 SUPPORTING SCHEDULES Non-Ad Valorem Special Assessments Page 4 Cash and Investment Report Page 5 Sun Trust Bank Reconciliation Page 6 Check Register Page 7-8 HERITAGE GREENS Community Development District Financial Statements (Unaudited) December 31, 2014 HERITAGE GREENS Community Development District General Fund Balance Sheet December 31, 2014 ACCOUNT DESCRIPTION TOTAL ASSETS Cash-Checking Account $ 218,263 Investments: Money Market Account 96,516 SBA Account 627 [TOTAL ASSETS $ 315,406 LIABILITIES Accounts Payable $ 2,435 Accrued Expenses 7,390 (TOTAL LIABILITIES 9,825 FUND BALANCES Assigned to: Operating Reserves 50,947 Reserves-Drainage 6,000 Reserves-Fountains 5,500 Reserves-Irrigation System 7,500 Reserves-Roads and Sidewalks 24,651 Reserves-Signage 1,000 Reserves-Wall Painting 6,000 Reserves-Wall Replacement 12,786 Unassigned: 191,197 (TOTAL FUND BALANCES $ 305,581 'TOTAL LIABILITIES&FUND BALANCES $ 315,406 Report Date: 1/7/2015 Page 1 HERITAGE GREENS Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending December 31, 2014 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) DEC-14 ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ACTUAL REVENUES Interest-Investments $ 400 $ 100 $ 90 $ (10) $ 45 Special Assmnts-Tax Collector 242,903 80,968 211,969 131,001 69,392 Special Assmnts-Discounts (9,716) (3,238) (8,375) (5,137) (2,732) Gate Bar Code/Remotes 1,200 300 300 - 250 'TOTAL REVENUES 234,787 78,130 203,984 125,854 66,955 EXPENDITURES Administration P/R-Board of Supervisors 7,200 1,800 2,000 (200) 600 FICA Taxes 551 138 153 (15) 46 ProfServ-Engineering 1,000 249 837 (588) 400 ProfServ-Legal Services 2,000 501 866 (365) - ProfServ-Mgmt Consulting Sery 38,081 9,519 9,520 (1) 3,173 ProfServ-Property Appraiser 3,644 - 3,644 (3,644) - ProfServ-Special Assessment 5,463 5,463 - 5,463 - ProfServ-Web Site Development 650 650 125 525 42 Auditing Services 3,200 2,500 - 2,500 - Postage and Freight 850 213 148 65 9 Insurance-General Liability 8,225 8,225 7,557 668 - Printing and Binding 1,000 249 140 109 - Legal Advertising 1,500 375 - 375 - Misc-Bank Charges 575 144 202 (58) 83 Misc-Assessmnt Collection Cost 4,858 1,620 4,041 (2,421) 1,333 Office Supplies 175 45 - 45 Annual District Filing Fee 175 175 175 - - Total Administration 79,147 31,866 29,408 2,458 5,686 Public Safety Contracts-Security Services 48,000 12,000 12,278 (278) 4,266 Contracts-HVAC 350 87 - 87 - Contracts-Sheriff 3,000 750 2,795 (2,045) 1,393 Communication-Telephone 1,500 375 415 (40) 144 Electricity-Entrance 2,200 550 431 119 112 Utility-Water&Sewer 900 225 124 101 62 Lease-Carts 1,500 750 - 750 - R&M-Gate 7,000 1,749 - 1,749 - R&M-Gatehouse 1,130 282 - 282 Op Supplies-Transmitters 1,200 300 - 300 - Op Supplies-Gatehouse 800 201 333 (132) 333 Cap Outlay-Equipment 6,200 1,551 - 1,551 - Total Public Safety 73,780 18,820 16,376 2,444 6,310 Report Date: 1/7/2015 Page 2 HERITAGE GREENS Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending December 31, 2014 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) DEC-14 ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAVIUNFAVI ACTUAL Landscape Services Contracts-Landscape 18,000 4,500 4,142 358 Contracts-Preserve Management 2,000 1,000 - 1,000 - Electricity-Irrigation 2,200 549 506 43 154 R&M-Renewal and Replacement 1,000 249 249 - R&M-Canals 2,600 - - - R&M-Fountain 2,700 675 844 (169) 494 R&M-Grounds 4,000 999 275 724 - R&M-Irrigation 1,500 375 - 375 - R&M-Preserves 100 24 - 24 - Misc-Special Projects 8,000 2,001 - 2,001 - Total Landscape Services 42,100 10,372 5,767 4,605 648 Road and Street Facilities Electricity-Streetlighting 11,000 2,750 2,632 118 871 R&M-Drainage 2,500 625 - 625 - R&M-Roads&Alleyways 2,000 501 800 (299) 800 R&M-Sidewalks 3,000 750 - 750 - Traffic Signage Rehabilitation 1,260 315 - 315 - Reserve-Roadways 20,000 20,000 - 20,000 - Total Road and Street Facilities 39,760 24,941 3,432 21,509 1,671 'TOTAL EXPENDITURES 234,787 86,999 54,983 31,016 14,315 I Excess(deficiency)of revenues Over(under)expenditures - (7,869) 149,001 156,870 52,640 Net change in fund balance $ - $ (7,869) $ 149,001 $ 156,870 $ 52,640 FUND BALANCE,BEGINNING(OCT 1,2014) 156,580 156,580 156,580 FUND BALANCE,ENDING $ 155,580 $ 148,711 $ 305,581 Report Date: 1/7/2015 Page 3 HERITAGE GREENS Community Development District Supporting Schedules December 31, 2014 HERITAGE GREENS Community Development District Non-Ad Valorem Special Assessments Collier County Tax Collector- Monthly Collection Report For the Fiscal Year ending September 2015 Discount/ Gross Date Net Amount (Penalties) Collection Amount Received Received Amount Costs Received Assessments Levied FY 2015 $ 242,903 Allocation% 100% 1) 11/12/14 1,536 1,536 11/14/14 21,248 904 434 22,585 11/25/14 111,443 4,739 2,274 118,456 12/12/14 65,327 2,732 1,333 69,392 TOTAL $ 199,554 $ 8,375 $ 4,041 $ 211,970 % Collected 87.27% TOTAL OUTSTANDING $ 30,933 l 1)Requested backup from Tax Collector for additional postings. Report Date: 1/7/2015 Page 4 HERITAGE GREENS All Funds Community Development District Cash and Investment Report December 31,2014 General Fund Account Name Bank Name Investment Type Maturity Yield Balance Checking Account-Operating Sun Trust Bank n/a n/a 0.10% $ 217,263 Checking Account-Operating Bank United n/a n/a 0.00% $ 1,000 Money Market Account Bank United Business MMA n/a 0.35% $ 96,516 Operating Account SBA n/a n/a 0.18% $ 627 $ 315,406 Page 5 Report Date: 1/6/2015 Heritage Greens CDD Bank Reconciliation Bank Account No. 9920 Statement No. 12-14 Statement Date 12/31114 GIL Balance(S) 217,262.75 Statement Balance 220,749.20 GIL Balance 217,282.75 Outstanding Deposits 0.00 Positive Adjustments 0.00 Subtotal 220,749 20 Subtotal 217,262.75 Outstanding Checks 3,486.45 Negative Adjustments 0.00 Total Differences 0.00 Ending GIL Balance 217,262.75 Ending Balance 217,262.75 Difference 0.00 Po "n Cleared Date Document Tvoe Document No. Description Amount All_101_4 Difference, Outstanding Checks 07/24/14 Payment 2921 HERITAGE GREENS ENTERPRISES LLC 101.20 0.00 101.20 12/11/14 Payment 3004 TR TRANSPORTATION CONSULTANTS INC 400.00 0.00 400.00 12/22/14 Payment 3009 COLLIER COUNTY SHERIFF'S OFFICE 892.50 0.00 892.50 12/22/14 Payment 3011 KENT OF NAPLES 2,023.75 0.00 2,023.75 12/22/14 Payment 3012 VERTEX WATER FEATURES 69.00 - 0.00 69.00 Total Outstanding Checks 3,486.45 Page 6 a g. 8 8 8 4 8gt4 8A g E. 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Z 6 W ~ I V 0 0 C N to J J J 0 w N H to 2 2 2 f m m K CO t a z z N co �Q y y ty� y ° °' <st -o a a W (D )O 3, t0 N < ry_ o N 8 O I� ,IV, A A n 8 p p p p p p p 8 0 8 0 0 0 0 0 - N N N S M n (5 (n N (1) (A W W W W W O U ) U U � OW � UI W W W W W N H I- I- I- Z Z Z Z Z W W W W W m r Z Z Z Z Z Z K R CC X K U Z J Eft H 2 2 Y 0 CO W H W 0 te ca Z ca 0 Ze Z ¢¢ [Li ce Z Q ca z 0 o Q Q U. W W W 7aW' w W a H 0 f 0 a 2 Z > W Z ❑ 0 _J n z >- n W 0 W W W W Q 0 W Z 2 Q Y co CO 0) V) O) 0 LL LL Q 0 < Y Q O U. to V to v v v v e V ^ v a sr a 7 rp J a ^.- N alQ a) Q aQQg : t 2 2 qq i ° p & U cu N N N CO p N N 0(0 .- g Z w 8 W $ = 8 = 8 8 8 8 8 = 8 = 8 8 W 8 = 8 = 8 = 8 t1 (T3 u u u u c?3 u 0 u Page 7 \ 0 0 0 m 0 � U , 0 - } k / k k 0 k k k co } nt., \ ( \ 2 ■ 2 !oc ) } k ( ( ! kB7 ! G A Lt., / / \ 0 ) 6 \ k k % 2 ) \ \ k \ ) F- ■ .1 .1 E ) c ! I • 2 tt .a• .a• • R = 7 | { / $ k ) k ) o R Jj / kj } @ � )_ ) a. e ) co 40 ) v2 t ) / a Q. - e / ) I r i e B© - - ) § m x en 13) . § f § § ` 7q « - § 6 2 ` ` a •L.i ° t o 2 ƒ ƒ § re ( ea k \ Z k ao co \ 0 0 0 \ ] § N / ) A U. ) ) 2 ...1 § k A ] ` k CO } ) ) - - - k B ) k ) i § ] \ & ■ u_ u_ W LI 0 ece § z u § 2 ¥ ¥ 7 § e 7 § ( E / E S ° d § co Z / ) \ 0 w k § & b o m 4 ) j $ 0 0 k ( § > co 7 � k \ B \ § \ b \ ® \ B \ \ k \ m - - m - / s _ § § § © - - - 7 OF a — OF 0 — (J - ` - ` k k as § § § 8 § 8 § 8 § a8 § § § a8 § § 0 CC #e 2095 Crestview Way Naples, FL 34119 To the CDD Board: I wish to file a complaint on the condition of the sidewalks in this community. It is the responsibility of the Board to maintain the sidewalks and this would include the removal of the mold. You have repeatedly been asked to do this and have refused to do it. I am a walker and recently was on Avian Court nearing Crestview Way. The sidewalk was damp so I was especially alert. I still slipped on the moldy sidewalk. As an elderly person I am very cautious because a fall could mean a broken hip, wrist, elbow or humerus. If this should occur I would seek legal counsel for recourse because of the condition of the sidewalks. There are many areas in the community in the same condition. Is it going to take a fall and legal action to get anything done? The community looks even worse with some being done piecemeal. It is my understanding that the Golf Villas say they get theirs done for free. Believe me nothing is free. It is just added into the cost of the driveways being done. I am not the only one with concerns on the sidewalks. The cost per household would be minimal if done every three years and would greatly improve both the looks and the safety of the community. Sincerely, _ :.e 1 Judie Stone CC: Master Association