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01/06/2015 Agenda T T, T' \ It Naples Heritage Community Development Dis,It Board of Supervisors By i� � , Peter J.Lombardi,Chairman Calvin T ::ue,District Manager Peter V.Ramundo,Vice Chairman Gregory L.Urbancic,District Counsel Kenneth R.Gaynor,Assistant Secretary William McAnly,District engineer Gerald G.James,Assistant Secretary Richard J.Leonhard,Assistant Secretary Regular Meeting Agenda January 6,2015—9:00 a.m. 1. Roll Call 2. Public Comment on Agenda Items 3. Organizational Matters A. Oaths of Office B. Election of Officers—Resolution 2015-2 4. Approval of the Minutes of the November 11,2014 Meeting 5. Old Business 6. New Business A. Fiscal Year 2016 Budget Preparation 7. Manager's Report A. Approval of Financial Statements 8. Attorney's Report A. Public Record Requests Article 9. Supervisors' Requests 10. Audience Comments 11. Adjournment The next meeting is scheduled for Tuesday,March 3,2015 at 9:00 a.m. District Office: Meeting Location: 210 N.University Drive,Suite 702 Naples Heritage Golf and Country Club Clubhouse Coral Springs,FL 33071 8150 Heritage Club Way 954-753-5841 Naples,FL RESOLUTION 2015-2 A RESOLUTION DESIGNATING OFFICERS OF NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT WHEREAS, the Board of Supervisors of Naples Heritage Community Development District at a regular business meeting held on January 6, 2015 desires to appoint the below recited persons to the offices specified. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT: 1. The following persons were appointed to the offices shown,to wit: Peter Lombardi Chairman Peter Ramundo Vice Chairman Calvin Teague Secretary Robert Koncar Treasurer Stephen Bloom Assistant Treasurer Kenneth Gaynor Assistant Secretary Gerald James Assistant Secretary Richard Leonhard Assistant Secretary PASSED AND ADOPTED THIS, 6th DAY OF J ' OARY 2015. OF dam--- - 9 Chairman (2...--Z __ .1------- ( 21 Secretary Memorandum To: Board of Supervisors Naples Heritage Community Development District From: Gregory L.Urbancic,Esq District Counsel Date: January 5,2015 Re: Funds Donated by HOA The Board of Supervisors asked me to review whether Naples Heritage Community Development District(the "District")could accept and expend funds from Naples Heritage Golf&Country Club, Inc. (the"HOA")for the recently completed roadway improvement project. My understanding is that the HOA donated funds to the District specifically for completion of the District's roadway project. It is further my understanding that the roadways that were improved in connection with this project are all owned by the District. Community development districts are generally subject to Chapter 190, Florida Statutes (commonly known as the Uniform Community Development District Act of 1980). Section 190.004(4), Florida Statutes provides that"[t]he exclusive charter for a community development district shall be the uniform community development district charter set forth in ss. 190.006-190.041, including the special powers provided by s. 190.012." As such,community development districts derive their authority from the statutes and specific powers specified therein. Within this charter set forth in the Florida Statutes,Section 190.01 1, Florida Statutes sets for numerous general powers of community development districts. Those powers include the ability to accept gifts. Section 190.011(1)and(4),Florida Statutes provide,in pertinent part,as follows: 190.011 General powers.—The district shall have, and the body may exercise, the following powers: (1) To sue and be sued in the name of the district; to adopt and use a seal and authorize the use of a facsimile thereof; to acquire. by purchase,gift, devise, or otherwise, and to dispose of, real and personal property. or any estate therein; and to make and execute contracts and other instruments necessary or convenient to the exercise of its powers. (emphasis added) (4) To borrow money and accept gifts;to apply for and use grants or loans of money or other property from the United States,the state,a unit of local government,or any person for any district purposes and enter into agreements required in connection therewith;and to hold.use,and dispose of such moneys or property for any district purposes in accordance with the terms of the gift,grant,loan, or agreement relating thereto. (emphasis added) COLEMAN,YOVANOVICH&KOESTER,P.A. Northern Trust Bank Building • 4001 Tamiami Trail N.,Suite 300 • Naples,Florida 34103 Phone:239-435-3535 • gurbancidycvklawfirm.com • Facsimile:239435-1218 As you can see from the foregoing emphasized language,community development districts do have the ability under Florida law to accept gifts. It is my opinion that once received,the donated funds become money of the District and can be expended for District purposes,subject to any terms included in the gift. I am not aware of any limitations which would treat the expenditure of these funds received through a gift differently than the expenditure of other District funds from non-ad valorem assessments and the like. In all cases,however,the expenditure of District funds must comply with Florida law and be for proper District proposes_ I would recommend that the District be specific in memorializing the terms of gifts,if any,and have any such terms reviewed by legal counsel in advance. I would also suggest the party making a gift to the District consult with its own legal counsel and tax advisors regarding the making of any such a gift. Please contact me if you have any questions with regard to this Memorandum. COLEMAN,YOVANOVICH&KOESTER,P.A. Northern Trust Bank Building • 4001 Tamiami Trail N.,Suite 300 • Naples,Florida 34103 Phone:239-435-3535 • gurbancic rcvklawfirm.com • Facsimile:239-435-1218 Naples Heritage 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 March 3rd and May 5th as key dates for the budget but these can be changed based upon the BOS direction. The only restrictions are identified above. Jan 6th -Review forms, budget goals, solicit for capital needs and special projects and other pertinent information. First draft of budget from Manager presented to Budget Committee including financials as of 12/30/14,projected expenses and revenue for remainder of the fiscal year and suggested budget for FY2015-2016. Feb- Any working meetings by Board of Supervisors receiving requests, if desired. March-Approval of Proposed Budget for FY2016 and identification of any proposed assessment increases. If increases are proposed, a mailed notice of proposed increase is to be sent to all homeowners with notification of date and time for the Public Hearing. April-Review and discussion of Proposed Budget, if needed. May-Public Hearing for adoption of Proposed Budget for FY2016. 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W K W W' pi yq W W U U o W W Ui {W. a. a. 55 L y W f• Z 11 i E LLE 6�. E E W w N N Q$ V 8 1 R m 0 N N fn EU 8 ,1.1 Y 6 a e SV V V V V V V Y V V V V V V V V V V V V V V V V V V V V V V V V V V V V V ° ' ° ' ' ' aka a � � a� a 62 i a aaaa as aaaa aaaaa � N I { O � p A 12 EA7 i.:-"r 2 tA Nf A 17 M g2 i.:' AN V V A V y dA h A A0 W O E4 W � 0 � W g N 2 y p p p p p p p p p p p p p p p Q p p p p e p p p p p p q pp r CN w a 1 z w 88888888888888888888888888888888 8 8 8 8 8 m ce +•1W VV LJ1(.1.11,JV11vvL L(A 5,1A-u vJ' 1 LVLLU A LLVL1ell11.1L LLLCLL 11.3.J vV1111. LLLLLLGI J .L ULLIl� -lY G.�,J(GJ .., ragc L Ul * Marco Island school targeted g ed by Florida nonprofit that has come under scrutiny BY: Ryan Mills } POSTED: 3:5o PM,Dec 6, 2014 TAG:local news(/tooic/local+news) I special reports(/tonic/special+reports) The email was sent at 10:20 p.m.to George Andreozzi's Gmail account on a Saturday in early April. The sender,identified only as "An Onoma,"requested Andreozzi's last payroll transaction from his job as principal of the Marco Island Charter Academy high school. Andreozzi, who has since retired,never responded or even acknowledged the email.A little over a month later,the Deerfield Beach nonprofit Citizens Awareness Foundation sued in Lee County Court alleging the school had violated Florida's Sunshine Iaw by not turning over the records. The foundation,with a mission to"empower citizens to exercise their right to know," has drawn scrutiny for filing more than 140 similar lawsuits in at least 27 Florida counties since January.In every case reviewed by the Florida Center for Investigative Reporting,the suits were filed by an attorney with the O'BoyIe Law Firm—a firm that not only shares a building with the foundation,but personnel and money as well. The firm then attempts to collect cash settlements. http://www.naplesnews.com/news/local-news/marco-island-school-targeted-by-florida-non... 12/8/2014 +..a+VV 1JLt.1.LiL+JV1IVV L 1ML 6VLVL,L ti L 1V11L,Y.L LSVLlt/L VLL L1141.1 11LI.J L.V111W.. - L\CLF IA/J ... 1 0.6. L S./ T It may seem like a cut-and-dried case against the school,but Shawn Arnold, a Jacksonville attorney who represents about ioo Florida charter schools including the Marco Island academy,says not so fast.While he acknowledges the foundation sent the email—a copy of which is attached to the lawsuit—he says Andreozzi never received it. "That is his email account. However,he did not receive the email,"said Arnold,who filed a motion to dismiss the suit. "We checked his inbox and we checked his junk mail. He never got it." Marty O'Boyle,the real estate developer who incorporated the foundation and whose son heads the O'Boyle Law Firm,said they have evidence that is not true. "We have software in our office that...when somebody opens or views an email,it records it,"he said. "They have evidence(the Marco school)opened it and viewed it." The Marco Island academy was not the only charter school to receive an email from the foundation on April 5.The Cape Coral Preparatory and Fitness Academy received an almost identical email that same day requesting a payroll record from one of its employees,according to court records. Jeff Wood,a Fort Lauderdale-based attorney representing the Cape Coral school,said they settled with foundation because the school didn't produce the records in a timely manner. "They didn't try to hold us ransom,"Wood said of the O'Boyle firm,declining to discuss details of the confidential agreement. Andreozzi said many of his charter clients received emails that same Saturday. "We started getting inundated with questions about this,"Arnold said of the email blast. "We sent an email to every one of our clients saying this is legitimate,you need to acknowledge it and you need to respond. We worked with our clients on this.They knew what they were doing." http://www.naplesnews.com/news/local-news/marco-island-school-targeted-by-florida-non... 12/8/2014 Arnold said they weren't served with the lawsuit until July 29,which is the first time he said anyone at Marco Island Charter was aware of the public records request. Florida law requires the party receiving a public records request to acknowledge it immediately,which no one at the school ever did because they were not aware of it, Arnold said. They sent the payroll record to the foundation on Aug. 6,one week after being served with the suit,according to court records. "Recently,we asked them to admit the fact that they never sent a second email," Arnold said of the foundation."They didn't do anything to see if we got the email. They never did anything.They never checked up. The just filed a lawsuit" Arnold said that in his correspondence with O'Boyle attorneys,they sent a letter saying they would settle the case for$2,750.He said they never justified the amount, other than to say it was to avoid the cost and uncertainty of litigation. "We take this stuff very seriously,but I do not believe that a person can send one email,never acknowledge that the email was ever received,and then file a lawsuit saying you didn't give me what I asked for,"Arnold said_ "I don't believe Florida law supports that" O'Boyle said the most economical way for the Marco school to proceed is to call the O'Boyle firm to work out an agreement.He accused of Andreozzi of being hostile and vicious. "They violated the law,and in addition to it,they're saying this lawyer,all he wants to do is fight,"O'Boyle said. "So I guess we don't have a choice but fight." Copyright 2014 Scripps Media,Inc.All rights reserved.This material may not be published,broadcast,rewritten, or redistributed. http://www.naplesnews.com/news/Iocal-news/marco-island-school-targeted-by-florida-non... 12/8/2014