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12/03/2015 Agenda U ( Iln n J� Heritage Bay Community Development District 120/ Board of Supervisors By Edwin Hubbard,Chairman Calvin Teague, : , ,a_er Ronald A.Grant,Vice Chairman Gregory Urbancic,District II"' -- John May,Assistant Treasurer Dennis Gagne,Assistant Secretary Richard Brodeur,Assistant Secretary Regular Meeting Agenda December 3,2015—9:00 a.m. 1. Roll Call 2. Public Comments on Agenda Items 3. Approval of the Minutes of the October 1,2015 Meeting 4. Old Business A. Lake& Wetland Management Contract Discussion B. Transfer of Environmental Resource Permit 11-02234-P from Lennar to the District Update C. Lake Management Program Discussion D. Umbrella Association Update E. Lake 15 Homeowner Repairs Update 5. New Business A. Bridge Project Bid Award B. Bridging Solutions Change Order Proposal C. Engineering Selection D. Stantec Consulting Services Proposal 6. Manager's Report A. Consideration of Second Amendment to the Management Advisory Services Agreement Between Heritage Bay CDD and Severn Trent Environmental Services, Inc. B. Approval of Financials, Check Register and Invoices C. Motion to Assign Fund Balance D. Amending Fiscal Year 2015 Budget,Resolution 2016-2 E. Arbitrage Report for Series 2014 Bonds District Office: Meeting Location: 210 N.University Drive,Suite 702 Heritage Bay Clubhouse Coral Springs,FL 33071 10154 Heritage Bay Boulevard 954-753-5841 Naples,FL December 3,2015 Agenda Heritage Bay CDD F. Engagement Letter with LLS Tax Solutions to Provide Arbitrage Services G. Field Manager's Report H. Follow up 7. Attorney's Report 8. Engineer's Report 9. Supervisors' Requests and Audience Comments 10. Adjournment NOTES: The next meeting is scheduled for January 7,2016 at 9:00 a.m. District Office: Meeting Location: 210 N.University Drive,Suite 702 Heritage Bay Clubhouse Coral Springs,FL 33071 10154 Heritage Bay Boulevard 954-753-5841 Naples,FL Heritage Bay Community Development District Severn Trent Management Services 5911 Country Lakes Drive• Fort Myers, Florida 33905 Telephone: (239)245-7118 • Fax:(239)245-7120 November 23,2015 To: Heritage Bay CDD Board of Supervisors&Cal Teague, District Manager From:Justin Faircloth,Assistant District Manager Re: Heritage Bay CDD Update Dear Members of the Board, This month marks the two year anniversary that Lake and Wetland Management has been servicing the District's thirty one lakes. We believe it is appropriate at this time to re-evaluate the existing contract and have provided Exhibit A for your review that more clearly defines the scope of services to be provided by the vendor. Additionally, the vendor has indicated that they may need to seek another contract increase to cover the cost of chemicals being used to treat the front two lakes.They are currently working with their supplier to see if new application techniques may make this request unnecessary. It should be noted that the District is obligated to fulfill the terms of the contract amendment that was authorized earlier this year with Lake and Wetland Management.There have been five payments on this amount at$400.00 and thirty five payments remain ($14,000.00). Please let me know if you have any questions. Sincerely, Justin ICI EXHIBIT 'A' SCOPE OF SERVICES A. Lake management service including algae, border grass, and invasive exotic plant control including submersed vegetation for thirty one lakes. 1. LAKE &WETLAND MANAGEMENT shall provide all supervision, labor, herbicide, equipment, materials and incidentals necessary for the maintenance treatment. 2. LAKE &WETLAND MANAGEMENT will visit the site four (4) times a month with treatments as necessary to control undesirable growth.A minimum of forty eight (48)visits will be performed annually(including quarterly aquatic consultations). 3. All Florida Exotic Pest Plant Council (FLEPPC) listed invasive exotic species will be treated in place with EPA-certified herbicides. No vegetation or algae will be removed from the waterway. 4. Native vegetation will be left for the benefit of fish and wildlife, unless otherwise requested. 5. Casual debris, defined as cups, plastic and other man-made materials, will be removed during scheduled service visits. Other organic items will be removed as well such as palm fronds and other landscape debris. 6. A comprehensive management report will be submitted detailing work performed upon completion of each service visit to Severn Trent. 7. Algae will be maintained to within the littoral shelf only. Any algae that expands beyond the littoral shelf will be chemically treated upon identification. Algae will be manually removed if chemical treatment fails. 8. Border grasses, vines and brush will not exceed 10%. 9. All rock banks will be kept free and clear of weeds and grasses. 10. Quarterly water samples will be performed to test pH, temperature&Dissolved Oxygen for up to 8 sites, with all thirty one lakes being tested throughout the year. 11. Aquatic Consultation on a quarterly basis with staff. 12. Littoral Zones/ Plantings: A. Littorals behind residential homes will not exceed a maximum width of five (5)feet. Any littorals growing outside of this zone will be treated. B. Littorals in common areas will be left in their natural state unless requested to be maintained in a certain area. 13. Ground crew will manually pull weeds on each lake every month (12 times per year). All debris will be hauled off site. 14. Trimming of alligator flag will be included as needed. 14. All control structures will be kept free and clear of weed growth. Subject: FW:Heritage Bay CDD -Agenda Packet Items Attachments: Tara Site 45 Basic Lake Assessment&Alum Jar Test 07 15.pdf;4681-8 COPPERSTONE CDD-11.pdf From:Chris Byrne [mailto:Chris.Byrne@vertexwaterfeatures.com] Sent:Tuesday,October 06,2015 3:24 PM To:Faircloth,Justin Subject:RE: Heritage Bay CDD-Proposal Request Justin, We can provide your Board with a full range of useful lake assessment reports that will be similar to the attached examples.However due to the time required for proper field sampling, lab work,and the administrative work we would need to charge a fee.We could provide these assessment reports on any of your smaller lakes(under 5 acres)starting at $175.00 per lake.We can do more extensive reports that included mapping and calculations for phosphorus reduction. The larger lakes would involve more resources and require a higher fee. Your Board should consider having theses assessments prepared for some of the more problematic lakes.The insights gained would enable them to make informed lake stewardship decisions.They would also have a valid set of baseline data to use for future comparisons to verify beneficial or harmful trends in water quality. Please let me know if you have any questions. Thank you, Chris Byrne Sales Manager Vertex Water Features 800-432-4302 239-246-3422 cell ,ttyertex Water Features www.vertexwaterfeatures.com From: Faircloth,Justin [mailto:Justin.Faircloth @stservices.com] Sent: Monday, October 05, 2015 3:25 PM To: Chris Byrne Subject: Heritage Bay CDD -Proposal Request Mr. Byrne, I have been told that Vertex may be willing to take a look at a District's lakes,do testing, and give recommendations for possible service/products at no charge. Heritage Bay CDD is concerned about longevity of their lakes and with water i quality.We have ongoing maintenance in place now and have not had any significant issues,but we have noticed algae buildup on some of the lakes that is beginning to be a bit of a concern. The Board's next meeting is Thursday,December 3'd,and we would like to have proposals from you to present to the Board at that time. I would need your proposals by Tuesday, November 24'by 12 noon in order to include them in the agenda packet.There are several large lakes in the community as this used to be a quarry,but there are several shallow lakes as well that may possibly benefit from aeration. Please let me know what you would be able to provide as far as testing and recommendations to the Board. I have attached a map for reference as well. Sincerely, Justin SEVERN Justin Faircloth Assistant District Manager TRENT 5911 Country Lakes Drive•Ft.Myers,FL 33905 justin.fairctoth @stservices.com SERVICES C(239)785-0675 ext.306•F(239)245-7120 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. AMirk Greer&please print tl'is e•r ail arty if recessarr. 2 l� Aquatic Systems LAKE&1V'ETLAND SERVaaiS Customer Name Tara CDD Sample Date 6/30/15 Account Number 0338-7 Technician ID SAB,EFO Number of Sample Sites 1 Report Date 7/15/15 Basic Lake Assessment, Alum Jar Test Tara CDD, Site 45 0, ,M.u�G '�! -'-" ? N `, ;'¢ x _ may\ 4-° : ,_ .�. „ ,. s x ..alN�2.. ..,p •f .' 7! e • - 0 t. i Lake map showing sample location 2100 NW 33rd Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com RESULTS Dissolved oxygen(ppm) Temperature(°F) 0 2 4 6 8 10 80 82 84 86 88 90 0 0 1 1 2 2 3 ! 3 E. 4 g 5 3 s 7 8 ` 8 7'.'7 9 9 ``/ 10 10 Graph showing dissolved oxygen concentrations throughout the water Graph showing temperature throughout the water column.Results show that column.Results show that Site 45 is experiencing stratification. Site 45 is experiencing thermal stratification. - TOTAL NITROGEN NITROGEN AMMONIA Surface •Bottom Surface •Bottom 2500 800 700 2000 600 a. 1500 500 c c c 400 E 1000 300 200 500 100 0 45 45 Site Number Site Number °—Desired Range ---Desired Range Graph showing total nitrogen concentrations for surface and bottom water Graph showing ammonia concentrations for surface and bottom water samples.Results show that both water samples are above the desired range samples.Results show that the bottom water sample measured above the of 400-1200 ppb. desired range of<500 ppb. 2100 NW 33rd Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com g law Aut.,:a.alismansaanuaximaanrsa.yetwaarkaansamani RESULTS TOTAL PHOSPHORUS Surface •Bottom 700 600 2- 500 a 400 a 30Q 0 a 200 100 Q 45 Site Number --Desired Range Graph showing total phosphorus concentrations for surface and bottom water samples.Results show that both samples are above the desired range of<100 ppb. • 2100 NW 33rd Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com < ., a . "gima-Peen> 0 OBSERVATIONS AND RECOMMENDATIONS A Basic Lake Assessment was performed on surface and bottom water samples taken from Site 45 at Tara CDD in order to determine the nutrient and oxygen concentrations of the lake.The chemistry results are shown below;numbers listed in red indicate they are outside the desired range. Site 45 Desirable Range Surface Bottom Total Phosphorus(ppb) 390 580 <100 Total Nitrogen(ppb) 1760 1610 400-1200 Ammonia(ppb) 210 760 <500 Secchi depth(ft.) 2.5 ?4.0 The chemistry results show that Site 45 is experiencing total phosphorus and nitrogen levels above the desired range. Elevated nutrient levels may be due to fertilizer runoff, infiltration of nutrient rich storm water from the surrounding watershed, grass clippings and other landscaping debris, and internal cycling from phosphorus rich bottom sediments. Lakes with high nutrient concentrations are likely to experience algal blooms. Phosphorus, in particular, is often the limiting nutrient that fuels algal growth. Since algae use these nutrients for food,algae abundance is often correlated with nutrient availability. The Dissolved Oxygen(DO)and Temperature profiles indicate that Site 45 is experiencing stratification.Stratification is a process in which a lake will develop distinct layers: epilimnion, metalimnion, and hypolimnion. Once this occurs, the lake's bottom water(hypolimnion)will be quickly stripped of oxygen via microbial decomposition of organic matter. If low oxygen levels persist at the bottom of the water column, toxic chemicals like ammonia and hydrogen sulfide will begin to form. Respiration stress in most fish occurs when oxygen levels are reduced below 4 ppm. Site 45 is experiencing elevated ammonia levels at the bottom of the water column. Significant amounts of ammonia present are a good indicator that there is insufficient oxygen at the bottom of the lake to break down organic matter that accumulates over time.Ammonia can be toxic to fish at high concentrations,potentially putting this site at risk of a fish kill. The Secchi disk depth is a measurement of water clarity. Site 45 has a low Secchi value, indicating there may be a large amount of fine inorganic particles, or phytoplankton suspended in the water column. Hyper-eutrophic lakes are often associated with very high biological productivity,algae blooms,poor water clarity,muck accumulation,low oxygen,odors and fish kills. 2100 NW 33rd Street•Pompano Beach,FL 33069.800-432-4302•www.aquaticsystems.com Alum Jar Test Results Water analysis revealed elevated phosphorus levels at Site 45. Phosphorus levels of less than 100 ppb are recommended for freshwater lake systems. High levels of phosphorus in lakes are often associated with low dissolved oxygen levels, low redox levels and elevated anaerobic activity by bacteria and cyanobacteria,all of which lead to conditions unsuitable for fish,macroinvertebrates and beneficial algae. It is necessary to lower phosphorus levels to improve lake water quality and reduce the occurrence of adverse incidents associated with poor water quality. pH Titration 10 — 9 8 40-- -- Site 45 40-- = 7 - a -46"•- ® y=-0.2143x+7.7767 6 _ �— R2=0.9885 5 4 1 I I I I 0 20 40 60 80 100 Alum Concentration — •It is recommended that pH levels do not drop below 6.5 as indicated by the red line Figure 1 Graph showing pH with Increasing Alum concentration Phosphorus Jar Test 500 a 400 i300 200 o a 100 0 0 30 60 90 Alum Concentration(ppm) Figure 2 Graph showing phosphorus reduction with increasing Alum concentration 2100 NW 33'd Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com vr , ';_.WNW ''3 :s ,... dOlIPA54' .*a:-Wk etalfa.t d '^22121 _"..:� Phosphorus Reduction 100 --- — 80 60 Fa Site 45 40 — u �r max, 20 0 — 0 30 60 90 Alum Concentration(ppm) Figure 3 Graph showing percent phosphorus reduction with increasing Alum concentration Due to the elevated levels of phosphorus present in this lake, it is recommended that Site 45 be treated with Alum (Aluminum Sulfate)to reduce phosphorus levels and improve water clarity.Alum acts as a flocking agent by binding to phosphorus in its various forms, removing it from the water column and binding it within the sediment layer, making it unavailable for uptake by organisms. This treatment has been shown in multiple studies to significantly improve lake water clarity and quality. It is recommended that the following steps be performed in this order: a. Site 45 should be treated with Alum at an initial dose of 40 ppm. ASI conducted laboratory trials to determine the most effective application rate for Alum.The results are outlined in the tables above.Two weeks after the initial dose,a second dose should be performed, also at 40 ppm. Multiple studies have shown that breaking up the Alum treatments will allow for a longer control time,along with maximizing Alum's binding efficiency. It is recommended that Alum dosage does not exceed 90 ppm at any one time since pH levels drop to levels that are dangerous for aquatic life. b. Follow up total phosphorus testing should be performed one month after the treatment in order to determine whether a third dose is necessary. Due to such high phosphorus levels currently present in the lake, along with external factors not accounted for in lab tests, phosphorus reduction rates in the field may be lower or higher than are estimated by lab results. A list of further recommendations and potential restoration tools are outlined below: •Properly engineered lake aeration systems can dramatically improve hyper-eutrophic waterways by: I. Reducing phosphorus,nitrogen,and ammonia levels II. Increasing oxygen uptake and distribution throughout the water column Ill. Assist in creating an aerobic layer above the sediment and therefore reduce phosphorus leaching back into the lake's water column IV. Reduce plankton algae blooms V. Eliminate foul shoreline odors VI. Reduce the possibility of an oxygen related fish kill and allow the fish to utilize the entire water column for habitat. • Further investigation into reducing or eliminating extemal nutrient loading(i.e.reclaimed wastewater,grass clippings,fertilizer,etc.) is also warranted. • A longer-term monitoring program that assesses the lake's water quality and management efficacy is recommended.This will allow for best management practices with goals based on actual lake data. Please consult with your ASI manager about these recommendations and see our Water Chemistry Fact sheet below for further information about the laboratory results. 2100 NW 33rd Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com Your Waterway Mapping Report from Aquatic Systems LAKE 45: CONTOUR AND DEPTH ' w i.-Lo E'': '7,''' t ' t �a 1t3 . .: © 'a �t fix , ir,--,-..."-..''r ., . ..,__ .„.„,„_ ,...., , „,.,.. -.,..„ ,,,, ...:„...,., 9 - -. --„.;;,---;- .- .;',;-=''''''..,:--. .0° 1 , 0 f iEI r LAND ' M74ii >~4 ,` OBSERVATIONS This lake has a total acreage of approximately 0.49 acres.The average depth for the entire surveyed area is 7.7 feet,with its deepest point reaching 10.7 feet.The contour map above shows the deepest sections as dark blue with the lighter blues reflecting shallower waters.The numbers on the map correspond to the depths in feet. LAKE 45 DATA Number of Data Points Collected: 1,179 Survey Acreage(acres): 0.49 Maximum Depth(ft.): 10.7 Average Depth(ft.): 7.7 Total Lake Volume(gal): 859,034.6 Average Surface Water Temperature(°F): 88 2100 NW 33rd Street• Pompano Beach, FL 33069 . 800-432-4302 aquaticsy s.stems.co w t 11V111V ?` ?.,f `VIER .0-f ;+ s` "' a pitimi ' ° ,'. . Your Waterway Mapping Report from Aquatic Systems LAKE 45: PLANT VOLUME PERCENTAGE (PV%) :' , !-1:::,,,,w E t . a rt ., " ; p R 2 S uTi -- 4,�,, t "'a t fie* .. fi ,�°: •+ ' ' ` I ' �. dfi r6 YF up x. fA i , ',: " i f ,. ,:= I h loa Mt 0 cwt OBSERVATIONS The red areas on the map indicate the highest density of plants with the blue areas corresponding to lower densities. Numerous research studies have demonstrated that fish feeding success and prey availability depends on how many visual barriers are present in the water column.Some biovolume is needed to support prey communities and water quality,but too much(>80%)can promote overly abundant and stunted fish communities and create recreational nuisances.Knowing what percent plant volume is best for you will depend on many factors and should be discussed with your ASI sales manager. PLANT VOLU. IE-ANALYSIS:: , Percent Area Covered(PAC) 21.1% Biovolume water(8Vw) 2% Biovolume(BVp) 9.6% Definitions: Percent Area Covered(PAC):Refers to the overall surface area that has vegetation growing. Biovolume water(BVw): Refers to the average percentage of the water column taken up by vegetation regardless of whether vegetation exists. In areas where no vegetation exists, a zero value is entered into the calculation, thus reducing the overall biovolume of the entire area covered by the survey. Biovolume Plant(BVp):Refers to the percentage of the water column taken up by vegetation when vegetation exists.Areas that do not have any vegetation are not taken into consideration for this calculation. 2100 NW 33rd Street• Pompano Beach,FL 33069 • 800-432-4302 •www.aquaticsystems.com „nom,; O .,y, v "` M R ., .... :JIM Your Waterway Mapping Report from Aquatic Systems LAKE 45: BOTTOM HARDNESS ' s m . kY , '^�` T ti . ' .» s 4 - y• I ,�`d. t ° 4(P`, i,° _fir ,, , '>i ` .. • HARD t R SOFT OBSERVATIONS The red areas on the map indicate the hardest bottom sediment and the tan to clear areas represents the softest bottom sediment. 2100 NW 33rd Street• Pompano Beach,FL 33069 . 800-432-4302 •www.aquaticsystems.com Water Quality Assessment Guideline Information Although multiple factors influence lake health,the following table offers a general classification of lake trophic states. Trophic State Total Phosphorus Secchi Disk Total Nitrogen Lake conditions (ppb) Depth(ft) (ppb) Oligotrophic < 10 18—36 ft < 350 Very low biological productivity-Clear Water, bottom,well oxygenated,few plants and animals Mesotrophic 10 35 9—18 ft 350—650 Low to medium biological productivity- moderately clear water,abundant plant growth High biological productivity-fair water clarity, Eutrophic 35 —100 4.5—9 ft 650 —1,200 muck accumulation,dense plant growth and algae mats Very high productivity-plankton algae blooms, Hypereutrophic >100 <4.5 ft >1,200 low oxygen,fish kills,poor water clarity&quality, muck accumulation, limited submersed plant growth,bottom and surface algae mats dominate Adapted from:Dodds,W.K.(2002).Freshwater Ecology:Concepts and Environmental Applications.San Diego,California:Academic Press Water Chemistry Facts If Ammonia is present in significant quantities, it can indicate that the water column does not have sufficient oxygen to oxidize Ammonia to Nitrite and Nitrate.Ammonia can be toxic to fish and other animals.The level of toxicity however is based on the total ammonia concentration,pH,and temperature.When levels are higher than 1000 ppb,it is likely that the pond is being exposed to unusual discharges(such as treated wastewater).In such case,multiple Ammonia management strategies may be required to reduce Ammonia levels.Ammonia concentrations below 300 ppb significantly help to limit plant and algae growth in low phosphorus lakes.Reduced fertilizer applications near shorelines can sometimes help prevent increases in this and other nutrient levels,but much of the Ammonia and phosphate present in older lakes(5+years)is recycled from the sediment.Both aeration and dredging can reduce this internal loading. Dissolved oxygen is the most critical indicator of a lake's health and water quality.Dissolved oxygen levels in natural waters are dependent on the physical,chemical and biochemical activities prevailing in the water body.Oxygen is added to aquatic ecosystems by aquatic plants and algae through the process of photosynthesis and also by diffusion at the water's surface and atmosphere interface. Primarily,animal,plant and bacteria respiration deplete oxygen. Dissolved Oxygen is required for fast oxidation of organic wastes including bottom muck.When the oxygen is used up in the Oxygen/ bottom of the lake,anaerobic bacteria continue to breakdown organic materials,creating toxic gasses such as hydrogen sulfide, in the process. Fora healthy game-fish population,oxygen levels in the 6-10 ppm range are Temperature necessary.Respiration stress in most fish occurs when oxygen levels are reduced below 4-5 ppm_ Temperature must also be considered when looking at oxygen levels in lakes since warmer water cannot hold as much oxygen as cooler water.A difference of 1°C or more between surface temperature and temperature at depth indicates that the lake is stratified,and is therefore in danger of having low oxygen levels below the surface. Secchi depth is a mechanical test to judge water clarity.It is accomplished by lowering a black and white disk into the water and recording the point at which it can no longer be seen.Higher values of Secchi disk depth indicate greater Secchi water clarity.Generally,nutrient rich lakes tend to have Secchi depths less than 9 feet and highly enriched sites less than 3 feet. However, many lakes are exceptions to this rule based on other parameters,and Secchi disk depth in isolation cannot be used to diagnose a lake's overall health. Nitrogen is a product of the natural metabolism of plant and animal matter,as well as a component of fertilizer Total residues that enter water bodies as runoff.Organic nitrogen can take many forms in water,including Nitrate, Nitrite, Nitrogen and Ammonia.When available,all three of these nutrients can promote plant and algae growth when phosphorus levels are sufficient.It is recommended that total Nitrogen levels remain between 400 and 1200 ppb in order to maintain a healthy lake system. Phosphorus is a naturally occurring component of aquatic systems and it is necessary for a balanced ecosystem. Elevated levels of phosphorus,however,can cause shifts in this balance and is the most common cause of undesirable growth of aquatic weeds and algae.The discharge of treated wastewater and agricultural drainage into a Total lake will increase a lake's phosphorus levels. Lawn and landscape fertilizer runoff is another major source of Phosphorus phosphorus in lakes and their use should be avoided near the water.Acceptable range numbers for TP are based on commonly used wastewater guidelines for discharge of treated wastewater. Phosphorus levels above 450 ppb are very high for retention ponds and tend to cause significant algae blooms,but levels this high are not uncommon. When levels are higher than 1000 ppb, it is likely that the pond is being exposed to unusual discharges(such as treated wastewater). In such case,multiple management strategies may be required to lower phosphorus levels. WIIMMINIMINESSONSEE1111MAIIMMIliP Mme' silt- gariiirAaarramswatt wolorailal a weewt Vertex Water Features A itf?irre'SV§teals Lake Aeration Systems&Floating Fountains � LAKE & \\rTL:\ND SI;K\iCI:S Aeration Assessment Report Copperstone CDD Lake Number 11 Sample date:3/2/15 Dissolved Oxygen-and Tema erature Profiles, Dissolved oxygen (ppm) Temperature °F 0 2 4 6 8 10 12 60 62 64 66 68 70 2 — 2 4 - — a 4 rte. 6 r.z� 6 MIFF v 8 �a 8 10 m A 12 a 12 'T+ 14 3 14 16 16 — 18 — — 18 Water Quality Test Results and Explanation Results Expected Range Standard Test Result Fresh Water Quality Lake# Total Phosphorus Secchi depth(feet) Total Phosphorus Secchi depth Total Phosphorus Secchi depth (ppb) (ppb) (feet) (ppb) (feet) 11 1630 3 <100 >_4 high* low* *Total Phosphorus: Elevated total phosphorus levels may be due to naturally occurring phosphorus in phosphatic rocks,fertilizer runoff from lawns, infiltration of nutrient rich water from storm water,high levels of suspended plankton and/or organic materials in water column, high levels of decomposing organic material(e.g.dead plant,algal,animal matter)which release phosphorus into the water column,or inputs of bird or other animal excretions into water. *Secchi Depth: Water clarity is low,with a high concentration of suspended materials in the water column.This means light is not able to effectively penetrate the water column. 2100 NW 33rd Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com it . At AIWA :M .v. x Vertex Water Features igff!iidc1 ? terns Lake Aeration Systems&Floating Fountains ..: L.\ N \\'ETI:.\\il SERVICES Bioiogi.st Results anti Reco. inmexclatiorts Based on the total phosphorus concentrations this lake can be classified as Hypereutrophic.Lakes that are hypereutrophic are often associated with very high biological productivity,algae blooms,muck accumulation,low oxygen,odors and fish kills.The elevated phosphorus levels may be due to fertilizer runoff from adjacent lawns,infiltration of nutrient rich storm water from the surrounding watershed,reclaimed wastewater effluent,inputs of grass clippings and other landscaping debris and internal cycling from phosphorus rich bottom sediments. The Dissolved Oxygen and Temperature Profile show that this lake is Stratified,meaning the lake has adequate dissolved oxygen levels at the surface but displays reduced oxygen concentrations at lower depths due to reduced mixing of the water. It is recommended that efforts be made to reduce Phosphorus concentrations and increase water circulation and oxygen concentrations. Removing stratification and increasing oxygen levels can dramatically improve eutrophic waterways.A properly engineered lake aeration system can effectively: I. Eliminate stratification 11. Increase oxygen uptake and distribution throughout the water column,thereby reducing the possiblity of an oxygen related fish kill and allowing fish to utilize the entire water column for habitat III. Reduce Phosphorus and Nitrogen levels IV. Create an aerobic layer above the sediment which prevents Phosphorus from leaching back into the lake's water column V. Reduce plankton algae blooms and improve water clarity VI. Eliminate toxic gases from the water VII. Eliminate foul orders cussed by Hydrogen Sulfide gas Use of a nutrient-binding agent such as Alum(Aluminum Sulfate)might be an option for reducing phosphorus levels in the lake. Alum will bind phosphorus in its various forms,removing it from the water column and binding it within the sediment layer,thus making it unavailable for uptake by organisms.This treatment has been shown in multiple studies to significantly reduce nutrient levels and improve water clarity. Water Quality Assessment Guideline Information Trophic State Total Phosphorus Secchi Disk (pph) Depth(feet) Lake Conditions Oligotrophic <10 18—36 - Very low biological productivity - Clear Water;bottom - Well oxygenated - Few plants and animals Mesotrophic 10-35 9—18 - Low to medium biological productivity - Moderately clear water - Abundant plant growth Eutrophic 35-100 4.5—9 - High biological productivity - Fair water clarity;muck accumulation - Dense plant growth and algae mats Hypereutrophic >100 <4.5 - Very high productivity;plankton algae blooms;low oxygen;fish kills - Poor water clarity&quality;muck accumulation - Limited submersed plant growth;bottom and surface algae mats dominate *Adapted from:Dodds,W.K.(2002).Freshwater Ecology:Concepts and Environmental Applications.San Diego,California:Academic Press Aquatic Systems'and Vertex Water Features research laboratory for pond,lake and canal assessments follows commonly accepted scientific procedures as determined by SPA for analytical testing. Located at our Pompano Beach,Florida corporate headquarters, our science staffprovides insights and solutions for impaired waterways nationwide. 2100 NW 33`d Street•Pompano Beach,FL 33069•800-432-4302•www.aquaticsystems.com . rws: : egrAMIGh �►Vertex Water Features ill Ac1tfc9ir 0,3 terns =� Lake Aeration Systems& Floating Fountains L.\KE& \\'EILANI) SERVICES Water Chemistry Facts Dissolved Oxygen Dissolved oxygen is the most critical indicator of a lake's health and water quality. Dissolved oxygen levels in natural waters are dependent on the physical,chemical and biochemical activities prevailing in the water body. Oxygen is added to aquatic ecosystems by aquatic plants and algae through the process of photosynthesis and also by diffusion at the water's surface and atmosphere interface. Primarily,animal,plant and bacteria reparation deplete oxygen. Oxygen is required for fast oxidation of organic wastes including bottom muck.When the oxygen is used up in the bottom of the lake,anaerobic bacteria continue to breakdown organic materials,creating toxic gasses such as hydrogen sulfide,in the process. For a healthy game-fish population, oxygen levels in the 6-10 ppm range are necessary. Respiration stress in most fish occurs when oxygen levels are reduced below 4- 5 ppm. Temperature Temperature must also be considered when looking at oxygen levels in lakes since warmer water cannot hold as much oxygen as cooler water. A difference of 1°C or more between surface temperature and temperature at depth indicates that the lake is stratified,and is therefore in danger of having low oxygen levels below the surface. Secchl Secchi depth is a mechanical test to judge water clarity. It is accomplished by lowering a black and white disk into the water and recording the point at which it can no longer be seen. I hgher values of Secchi Disk Depth indicate greater water clarity. Generally,nutrient rich lakes tend to have Secchi depths less than 9 feet and highly enriched sites less than 3 feet. However,many lakes are exceptions to this rule based on other parameters,and Secchi disk depth in isolation cannot be used to diagnose a lake's overall health. Phosphorus Phosphorus is a naturally occurring component of aquatic systems and it is necessary for ecosystem function. Elevated levels of phosphorus can however cause shifts in the balance of ecosystem function and this is the most common cause of undesirable growth of aquatic weeds and algae. The discharge of treated wastewater and agricultural drainage into a lake will increase a lake's phosphorus levels. Lawn and landscape fertiliser runoff is another major source of phosphorus in lakes and their use should be avoided near the water. Total phosphorus(TP)refers to all the various forms of phosphorus in the water,while phosphate(PO4)refers specifically to the dissolved form of phosphorus in the water column. Phosphate is the most biologically active form of phosphorus. Acceptable range numbers for'113 and PO4 are based upon commonly used wastewater guidelines for discharge of treated wastewater. Phosphorus levels above 450 ppb are very high for retention ponds and tend to cause significant algae blooms,but levels this high are not uncommon. When levels are higher than 1000 ppb,it is likely that the pond is being exposed to unusual discharges(such as treated wastewater). In such case,multiple management strategies may be required to lower phosphorus levels. 2100 NW 33rd Street•Pompano Beach,FL 33069.800-432-4302•www.aquaticsystems.com A law : 0 r= . . ra Kok: i. P.o ia -, % IW-• c S a & T- Z a m 88P 4 py W t o.-. 8 a i O ko N 4 a Y A - N N O d a E 5 g 8 8 P. 5, 9 } t . 9 ,.5, a 8 S § i c H H a yyyyyy 8 8 8 E ti N S X E 8 3- 8 8 S S § F g8 n u o F N .,, a, Y. a ' a m 2Er2°a '^ g 8 8 8 ., u m a.. m a N 3 . O 6 0 e E. - M W 3 8 8 8 % y, m 5 8%, E w E n 3 o m i A& m� °u wEt m S o o a 8 rr.0 «z « 't,•2.. vE"■ m , x '4,N aiiuw Aa T roi .a C 44 F g, g Mt M8 gQ $ m11 1 $ 3 x 15863 Secoya Reserve Circle,Naples,FL 34110 BRIDGING Tel.239-216-1370 mpr SOLUTIONS www.bridging-solutions.com BID PROPOSAL FORM Project: Heritage Bay Interior Bridge Walls,Collier County,FL Submit by Date:NOVEMBER 16,2015 before 2 p.m. Submit original to: Submit copy to: Heritage Bay CDD Bridging Solutions,LLC Attn.Justin Faircloth Attn.Ralph Verrastro,PE Severn Trent Management Services 15863 Secoya Reserve Circle 5911 Country Lakes Dr. Naples,FL 34110 Ft.Myers,FL 33905 Email to:ralph @bridging-solutions.com Email to:justin.faircloth @stservices.com BID PRICES ITEM DESCRIPTION LUMP SUM PRICE $13,000.00 1. Mobilization $6,500.00 2. Maintenance of Traffic $10,250.00 3. Erosion Control $15,500.00 4. Clearing and Grubbing $27,400.00 5. Stone Wall Removal $16,600.00 6. Top Tier Wall Stabilization $27,500.0 7. Excavation and Embankment $72,000.00 8. Existing Stone Rip Rap Estimated Project Duration(weeks) 7 Total Price $188,750.00 Working hours:Monday—Friday lam to 5 pm, ability to work Saturday with authorization. We design bridges to fit your site and budget. TSI Disaster Recovery.LLC 15863 Secoya Reserve Circle,Naples,FL 34110 BRIDGING Tel.239-216 1370 SOLUTIONS www.bridging-solutions.com ADD ALTERNATES ITEM DESCRIPTION LUMP SUM PRICE 9. Stain Concrete In-fill $3,500.00 10. 18"Rubble Rip Rap $62,900.00 (3 Quadrants-9,750 SF) Oualifications List Five Similar Projects 1. Please see attached. 2. 3. i 4. 5. List Three References Name Company Contact# 1. Larry Beard--Kensington Park Master Association—(239)514-1199 2. Jerry McPherson-- Bonita Bay Community Assoc. -(239)495-8111 3. Lonnie Eberhardt—Gulf I larbour Master Assoc.—(239)290-5501 Submitted By: TSI Disaster Recovery.LLC Signature: 7 Date: November 13,2015 Name(Printed):Henry W.Elmore Title: MGMR We design bridges to fit your site and budget TSI Disaster Recovery.LLC Similar Completed Projects Lake Bank Restoration and Gutter Repair—Naples,FL Contractor $3,339,000.00—Date of Contract-02/2015 Project Manager—Leigh Elliott Completion Date-04/2016 Owner— Kensington Park Master Association C/O Newell Property Management Bill Newell 5435 Jaeger Road,Suite 4 Naples,FL 34109 Engineer- Hans Wilson and Associates,Inc. Hans Wilson 1938 Hill Avenue Fort Myers,FL 33901 (239)334-6870 Lake Bank Restoration-Bonita Springs,FL $3,600,000.00—Date of Contract 11/2013 Project Manager—Stephen Lee Completion Date-12/2014 Owner— Bonita Bay Community Association Jerry McPherson 4020 Bayhead Drive Naples,FL 34134 Phone(239)495-8111 Engineer- Agnoli,Barber,&Brundage Inc. 7400 Tamiami Tr.N.,Suite 200,Naples,FL 34108 Phone(239)597-3111 Naples,FL 34109 Lake Bank Restoration—Ft.Myers,FL 82,600,000.00—Date of Contract 011/2012 Project Manager—Stephen Lee Completion Date-10/2013 Owner— Gulf Harbour Master Association Lonnie Eberhard 14500 Vista River Drive Ft.Myers,FL 33908 (239)290-5501 TSI Disaster Recovery,LLC Engineer- Hans Wilson and Associates,Inc. Chester Young 1938 Hill Avenue Fort Myers,FL 33901 (239)334-6870 Snake Island Stabilization—Venice,FL Contractor $273,900.00—Date of Contract 01/2014 Project Manager—Stephen Lee Completion Date-03/2014 Owner— West Coast Inland Navigation District Charles Litowski 200 East Miami Avenue Venice,FL 34285 (941)485.9402 Engineer- Humiston&Moore Engineers Brett D.Moore,P.E., 5679 Strand Court,Naples,FL 34110 (239)594-2021 St.Lucie Emergency Dike Repair(2013) $1,300,000—Contract Date 12/2012 Project Manager—Leigh Elliott Completion Date—2/2013 Owner: St.Lucie County 2300 Virginia Avenue Fort Pierce,Florida 34982 Jim David 772-462-1100 Engineer: Mike Kiefer Kimley-Horn and Associates,Inc. 445 24th Street, Suite 200 Vero Beach,Fl.32960 Phone: 772-794-4100 Total Cost-$1,332,670 TSI Disaster Recovery.LLC KENSINGTON PARK MASTER ASSOCIATION INC (K) 5435 Jaeger Road#4 Naples Florida USA 34109 Telephone(239)514-1199 Fax(239)514-0636 March 31,2015 Subject:TSI Disaster Recovery Reference: Lake Bank Stabilization To whom it may concern: In 2013 Kensington Golf and Country Club's Master Association Board of Directors,KPMA, embarked on an extensive project to restore the eroded lake banks in the community back to their original or as close to original designed condition as possible. The process included utilizing two engineering firms to help the Board with the specification creation and bidding activities in selecting a contractor for the work we needed to complete. We initially selected five contractors to bid our project and reduced that number to three. After several months of discussion and meetings,we chose TSI Disaster Recovery as our contractor of choice. They were not the least expensive nor the highest priced but they were the ones with the best overall bid package and bid presentation. Our project began with one lake bank on one lake to give our residents an opportunity to view a "model"of the overall community project and for the Board to review TSI's working practices in "the flesh"on our property. We were not disappointed. The work was done very professionally by TSI on all fronts including the focus of the project,the lake bank stabilization, but in many other ways was well. The entire TSI crew was very respectful of the neighborhood in which they were working,very cordial to the residents and went out of their way to leave the work site in better shape than when they arrived. This included protecting the access point to the lake prior to beginning construction and repairing any damaged foliage after the project was completed. Within a matter of weeks after TSI had removed all their materials and equipment,it was next to impossible to tell where they had entered the work site. In addition and most importantly,the project was completed on time and on budget. I would highly recommend TSI Disaster Recovery to any community involved in restoring eroded and out of compliance lake banks. Their experience and customer focus stands out in a way not common to most general contractors to which we have been exposed. They genuinely want the customer be happy when they complete a project and they go out of their way to make that happen. Best regards, Larry Beard President,Kensington Park Masters Association TSI Disaster Recovery,LLC ! 1 . I) aye BONITA BAY COMMUNITY ASSOCIATION MARCH 26, 2015 Prospective clients of TSI The Bonita Bay Community Association recently retained TSI to remediate the four most seriously eroded storm water retention lakes in our community. TSI was selected after a comprehensive competition that included an invitation to many firms. The requirements included extensive engineering plans and extensive specifications prepared by Agnoli Barber and Brundage in early 2012. After several months, TSI emerged as the lowest bidder, the only bidder who was fully prepared to execute the detailed plans and specifications and the only bidder who demonstrated a proven ability to employ multiple remediation methods as required.They also demonstrated a keen awareness of the critical preparations and processes required to remediate the lake banks according Bonita Springs permit requirements and to comply with South Florida Water Management Department requirements mandated by the Florida Administrative Code. 1 We were alerted to TSI based on their work at Gulf Harbor in Fort Myers Florida where they remediated large lakes some of which had near vertical slopes, failed prior remediation projects and extensive regulatory oversight. The regulatory oversight began nine years before TSI was retained due to an accident that led multiple regulators to become involved in forcing the work at Gulf Harbor. We took special efforts to understand the basis for their utilization of a variety of remediation methods and the results. We also interviewed residents, HOA and club management who described the extraordinary efforts taken by TSI to accommodate resident concerns and to accept suggestions as the two year effort progressed to completion in 2012. In summary the TSI effort at Bonita Bay was an unqualified success. The project described more fully below in Attachment A took about one year. TSI and ABB, our engineering firm, worked closely with our staff and an independent committee of qualified homeowners to overcome unanticipated local conditions as well as may requests for special efforts by the several hundred homeowners directly affected by the work. At the conclusion both the Bonita Springs engineering head and the head of compliance for the SFWMD commended the design and execution of the remediation work. Larry Russell Retiring President Bonita Bay Community Association TSI Disaster Recovery,LLC BONITA BAY LAKE REMEDIATION PROJECT CONTEXT Fully appreciating the remediation task at Bonita Bay deserves some context of this multi-decade effort. The need for Lake Remediation was identified in 2011 during the due diligence required as we negotiated turnover of the master association board from the developer to an all-homeowner board. All key assets of the association were evaluated including roads, buildings, systems, 1,057 permits from five agencies and a sample of four lakes. All four lakes revealed via surveys, contours in violation of the SFWMD requirements. Since the master HOA assumed responsibility for one half of the eighty lakes in Bonita Bay a comprehensive survey of lake contours every 160 feet of the 76,000 lineal feet of the 40 lake banks was undertaken in early 2012. The results revealed only one lake was compliant and the range of erosion was large. We interviewed many other communities to obtain actual cost data for a wide variety of remediation methods. An array of plausible costs was developed to produce a reasonable budget and estimated duration for the project. In mid-2012 we conducted a competition for the engineering work required to develop specific plans for each of the four most eroded lakes. Many distinguished engineering firms participated. Our Lake Maintenance Committee, formed in early 2012 and our staff decided on Agnoli Barber and Brundage. ABB surveyed all lake banks to be remedlated and evaluated soil conditions and limited access which led a plan to use of 6 inch GeoWeb where possible and vinyl bulkheads where necessary. Plans called for remediation of about 12,000 lineal feet of lake banks of which about 25% was vinyl bulkhead. ABB organized the competition for a contractor to execute the plans. After months of evaluation and interviews with competing contractors we selected TSI in the fall of 2013 on the basis of price, proven ability to execute complex multi-method lake remediation, keen awareness of managing access limitations, requirements of Bonita Springs engineering and permitting and requirements of the controlling SFWMD. Progress was reported to the community at virtually every HOA board meeting from early 2012 through 2014 when the final costs were tallied. Several Town Hall Meetings were held to inform homeowners and to provide a dialogue on every aspect of the project. The first step by TSI in executing the plan required securing sufficient staging areas for the equipment, materials and barges. Barges were used to facilitate access and reduce disruption to homeowner properties. Each barge was made up of six large sections. Since multiple barges were planned finding off-site TSI Disaster Recovery,LLC space took over a month since our community is nearly fully developed. The work began in earnest in November 2013 The project was based on the assumption that sufficient compactible sand could be dredged from the bottom of all four lakes to rebuild the eroded lake banks some of which lost upwards of 15 feet since construction in the 1980s. That assumption proved to be less than accurate which required the purchase of considerable sand thereby impacting our budgeted cost. ABB and TSI concluded the GeoWeb could be reduced to 4 inch saving considerable money. Many other lesser changes were implemented as the conditions and opportunities arose. Having completed the first four lakes we are now embarked on planning for the next most eroded twenty lakes planed for remediation over the next fourteen years. The remaining twenty lakes will be handled after that. Since the remediation methods used are essentially permanent we don't anticipate further work on remediated lake banks. TSI Disaster Recovery.LLC 7d y* 4X March 28,2013 GUY ILIAR1OUR. To Whom it May Concern GOLF ti COUNTRY CLUB I am writing to present a glowing recommendation of TSI Disaster Recovery,LLC and its managing members, Henry Elmore and Robert (Beau) Tyson. TSI has been working In an efficient and effective manner here at Gulf Harbour Yacht and Country Club (GHYCC) for 11 months. We have been more than pleased and completely satisfied with the work that has been completed here as well as ongoing projects. Prior to selecting this company for our project, our Construction Board completed a series of vigorous interviews with TSI and nine other companies.TSI proved to he the company with the most experience and expertise.They have since demonstrated these qualities and we are,of course, very happy with our decision to work with TSI. The managing members at TSI have a brilliant ability to smoothly juggle several different projects of varied size, scope, and sort I have witnessed them perform all phases of surface water management systems like riprap, sheet piling, and geoweb matrix installation as well as taking meticulous preventative care with our golf courses through the use of turf mats.I have also learned of Mr. Elmore traveling all over the state every week checking on jobs in various locations and ensuring the highest quality and attention to detail at each site.He has a knack for problem solving and has yet to encounter an unknown issue on a project here at GHYCC that could not be remedied in an innovative and environmentally sound process.These surprise problems and all other aspects of the jobs have been completed while working as inconspicuously as possible and leaving the smallest footprint feasible.Indeed,they have certainly left our properties in better shape than they found them—a trait our homeowners appreciate. This company has done spectacular work restoring our lakes,as well as other kinds of work around our club including pipe installation, materials recycling, and precise earth moving within tight, confined spaces. I am supremely confident in their abilities to manage multiple kinds of jobs in a cost-effective,organized,and professional strategy. For almost a year of working together, Mr. Elmore and his associates have been reliable,honest, considerate of my time and our homeowner's properties,and very open and frank in our weekly meetings.I appreciate these qualities in a business and have thoroughly enjoyed working alongside TSI. I highly recommend them for any project they turn their attention to and would propose that you seriously consi em for you I .roject. Lonnie Ebe' .r General Manage Gulf Harbour Yacht and Country Club 239.444.3621 Lonnie @gulfharbour.com 14500 VISTA RIVER DRIVE. FORT MYF.RS. FLORIDA 33908 (239) 433-5111 FAX: (239) 433.0265 w,w•.,,u1fLrhouncoz F ,l: t,h«(OttlUiarbour.«m I. • .-.. - Kimle •Horn and Associates,Inc. April 12,2013 Suite 200 445 24th Street Vero Beach,Florida 32960 Henry Elmore,President TSI Disaster Recovery LLC 4130 Canoe Creek Road St.Cloud,FL 34772 Reference:Project Experience,Performance and Workmanship Dear Mr.Elmore: I am writing this letter because while I know you were not on site throughout the recent projects I had with your organization,I wanted you to know about my thoughts about my experiences with your organization and the field crews during construction. As you will recall,you provided construction services repairing and stabilizing over 5 miles of impoundment dike for St.Lucie County,and you provided emergency repair/restoration services for a number of beachfront clients in Stuart, Florida earlier this year. Many of these properties experienced significant beach erosion as Hurricane Sandy. With over 30 years of experience working on waterfront properties and having more than 100 projects under my belt related to storm response and emergency repairs,it was a refreshing experience to work with your organization in serving these recent clients. The leadership and level of communication from your senior managers was also demonstrated through the field supervisors on these projects. • Your responsiveness to these property owners and your dedication to providing quality services with integrity were appreciated. I wish you well as you pursue future opportunities. Sincerely, KIMLEY-HORN AND ASSOCIATES,INC. Michael E.kiefer,Jr.. Senior Vice President ■ TEL 772 794 4100 FAX 772 794 4130 TSI Disaster Recovery.LLC 1 3. -- :, HUMISTON z/4 &MOORE _? ENGINEERS . 5679 STRAND COURT tltl COASTAL NAPLES,FLORIDA 34110 „1 � ENGINEERING DESIGN FAX 239 594 2025 t_,..< .y ,, n ANU PERMITTING PHONE:239 594 2021 July 16, 2015 Snake Island Stabilization Project,Venice, Florida To Whom It May Concern As Project Engineer for the recent successful Snake Island Stabilization Project administered through the West Coast Inland Navigation District (WCIND), our firm worked closely with TSI Disaster Recovery (TSI), throughout completion of the construction phase. This project involved the stabilization of an island located within the flood shoal of Venice Inlet in direct alignment with the inlet. The project design included the construction of erosion control structures and strategic installation of a combination of filter fabric and geogrid for foundation and embankment stabilization. Snake Island is subjected to strong inlet and tidal currents and boat wakes and has been eroding at a very high erosion rate over the past 17 years. The area of work is subject to very high boat and pedestrian use, and a portion of the island contains areas of known cultural resources. Most of the work on the erosion control structures was completed by barge, and the work included daily coordination with a marine archeologist to ensure no impacts to cultural resources. Throughout construction, TSI was very professional, cooperative and attentive to input from WCIND, our firm and the marine archeologist. The final construction product was very high quality as a result of good site management and highly skilled operators.Areas of potential cultural resources were avoided and series of on-site adjustments were necessary during construction,further complicated by the on-going erosion stress on the island from inlet and tidal currents. TSI completed the project on time and within budget meeting projected schedules. This was a complicated project requiring careful coordination between various interests and required a skillful and technically competent contractor to complete the project. Should there be any questions regarding this project or this letter, please do not hesitate to contact me. Sincerely, HUMISTON &MOORE ENGINEERS Brett D. Moore, P.E. President Copy to Charles W. Listowski, Executive Director,WCIND TSI Disaster Recovery,LLC 4:31:52 PM 3/16/2015 Licensee Details Licensee Information Name: LEE, STEPHEN D (Primary Name) TSI DISASTER RECOVERY, LLC (DBA Name) Main Address: 462 CICERO ST NW PORT CHARLOTTE Florida 33948 County: CHARLOTTE License Mailing: LicenseLocation: 4130 CANOE CREEK ROAD SAINT CLOUD FL 34772 County: OSCEOLA License Information License Type: Certified General Contractor Rank: Cert General License Number: CGC1520173 Status: Current,Active Licensure Date: 12/01/2011 Expires: 08/31/2016 Special Qualifications Qualification Effective • Construction Business 12/01/2011 View Related License Information View License Complaint 194 a orth Monroe _ --. T Ilahasse: Ft.323•• ::Email:Customer Cottta.CA_CeOter::Customer Contact Center:850.487.1395 The State of Florida is an AA/EE0 employer.Copyright 2007-2010 State of Florida.Privacy Statement Under Florida law,email addresses are public records.If you do not want your email address released in response to a public-records request,do not send electronic mall to this entity.Instead,contact the office by phone or by traditional mail.If you have any questions,please contact 850.457.1395.^`pursuant to Section 455.275(1),Florida Statutes,effective October 1.,2012,licensees licensed under Chapter 455,F.S.rnust provide the Department with an email address if they hove one.The emalls provided may be used for official communication with the licensee.However email addresses are public record.If you do not wish to supply a personal address,please provide the Department with an email address which can be made available re the public.Please see our Chapter 455 page to determine If you are affected by this change. TSI Disaster Recovery.LLC A9RD® CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD(YYYY) 10/21/2015 THITCERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS ES CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND,EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLI LIES BELOW.THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT:If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must be endorsed.If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement.A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT Lance Turck PRODUCER NAME: ' Amsley Insurance Services Inc PHONE (407)892-9645 la/c No); (407)892-7807 WC.No.Extx 1617 13TH ST E-MAIL ADDRESS: info@amsleylnsurance.com INSURER(S)AFFORDING COVERAGE NAIL I{.-_ SAINT CLOUD FL 347694306 INSURER A: Colony Insurance Co 37150 Integon National Insurance Co 01140 INSURED INSURERS: 9 INSURERC: American Alternative Insurance Co 19720 TSI Disaster Recovery,LLC. INSURER o: Granite State Insurance Co 23809 4130 Canoe Creek Rd INSURER E: RLI Insurance Co 13056 Saint Cloud FL 34772-7702 INSURER E; American Zurich Insurance Co COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN,THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ADDCSUBR POLICY EFF-T POLICYEXP-� LIMITS INSR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MMIODI'YYYY)I(MM/DD/YYYY) LTR COMMERCIAL GENERAL LIABILITY ( EACH URRENCE $ 1, DAMAGE MAGE I 000,000 ISHENItU 100,000 CLAIMS-MADE IN OCCUR PREMISES(Ea occurrence) $ MED EXP(Any one person) $ 5,000 A X X 103GL00294601 03/14/2015 03/14/2016 PERSONAL 8 ADV INJURY $ 1,000,000 -— GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY L .I Ta I I LOC PRODUCTS-COMP/OP AGG S 2,000,000 S OTHER: UUMUINEU SINGf_�LIMI I`� AUTOMOBILE LIABILITY (Ea xcidenl) S 1,000,000 BODILY INJURY(Per person) S ANY AUTO - --- ' ALL OWNED 1 SCHEDULED 2001298439 .05(29/2015 05/29/2016 BODILY INJURY(Per accident) $ B AUTOS -AUTOS PR01SERl Y DAMAGE $ AU (Per cident) HIRED AUTOS A�I TOS TOS ac X.UMBRELLA LIAR OCCUR EACH OCCURRENCE I 4,000.000 ' C EXCESS LIAR CLAIMS-MADE X X 60A2FF0000254001 03/14/2015 03/14/2016 AGGREGATE _ S IDED I I RETENTION S I $ WORKERS COMPENSATION ( 1 STATUTE L I ERH USL&H Included AND EMPLOYERS'LIABILITY YIN I ACCIDENT 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE I (NIA X WC1672405 07(01/2015 07/01/2016 -E.L_EACH ACCIDENT S D (Mandatory In NH)EXCLUDED? E.L.DISEASE-EA EMPLOYEE $ 1,000,000 (Mendstory In NH) -"- "-- IfYes describaunder E.L.DISEASE-POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS Debw Marine General Liability Per Occ 1,000,000 Gen Agg 2,000,000 E Protection and Indemnity X X MRP0200036 07/01/2015 07/0112016 1,000,000 1 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached If more space Is required) F Inland Marine/Equipment EC68045055 09/23/2015 09(23/2016 Scheduled Equip Rented/Leased Equip $2,046,954 $2,176,150 Westchester Surplus Lines Ins Co(Pollution Liability) G27909954001 10/02/2015 10/02/2016 51,000,000 Additional Insured&Loss Payee on Rented/Leased Equipment:Serial#CEBA0001310 General Electric Capital Corporation and its successors or assigns Po Box 35702 Billings,MT 59107 ruthann.carr®ge.com CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN SAMPLEACCORDANCE WITH THE PDUCY PROVISIONS. AUTHORIZED REPRESENTATIVE .i, — --1 /2 1 ®1988-2014 A(ORD CORPORATION.All rights reserved. ACORD 25(2014/01) The ACORD name and logo are registered marks of ACORD 151 Disaster Recovery,LLC 15863 Secoya Reserve Circle,Naples,FL 34110 ,�_ BRIDGING Tel.239-2 16-1370 �' SOLUTIONS Tel BID PROPOSAL FORM Project:Heritage Bay Interior Bridge Walls,Collier County,FL Submit by Date:NOVEMBER 16,2015 before 2 p.m. Submit original to: Submit copy to: Heritage Bay CDD Bridging Solutions,LLC Attn.Justin Faircloth Attn.Ralph Verrastro,PE Severn Trent Management Services 15863 Secoya Reserve Circle 5911 Country Lakes Dr. Naples,FL 34110 Ft.Myers,FL 33905 Email to:ralph @bridging-solutions.com Email to:justin.faircloth @stservices.com BID PRICES ITEM DESCRIPTION LUMP SUM PRICE 1. Mobilization $26,500.00 2. Maintenance of Traffic $7,500.00 3. Erosion Control $19,000.00 4. Clearing and Grubbing $33,500.00 5. Stone Wall Removal $135,000.00 6. Top Tier Wall Stabilization $52,000.00 7. Excavation and Embankment $71,500.00 8. Existing Stone Rip Rap $30,000.00 Estimated Project Duration(weeks) 16 Total Price $375,000.00 We design bridges to fit your site and budget. : '` 15863 Seco a Reserve Circle,Naples,FL 341.l0 �'��l`BRIDGING y SOLUTIONS 239-216-1370 www.bridgi ng-soiutions.com ADD ALTERNATES TI"EM DESCRIPTION LUMP SUM PRICE 9. Stain Concrete In-fill $19.500.00 10. 18"Rubble Rip Rap (3 Quadrants-9,750 SF) $50,000.00 Qualifications List Five Similar Projects 1. Hacienda Lakes Bridge-Naples, Florida 2. 12th and 14th Ave Bridge-Bradenton,Florida 3. 17th Ave Bridge, Bradenton, Florida 4. 28th Ave Bridge,Naples, Florida 5. Aqui Esta Bridge, Punta Gorda,Florida List Three References Name Company Contact# 1. Steve Williams Hacienda Lakes,LLC 303-585-1173 2. Jim McLellan City of Bradenton 941-840-4620 3. Kelly Slaughter Charlotte County 941-628-1216 � .. �- Submitted By: Quality Enterprises USA, Inc. Signature (Company Name) Date: November 16,2015 Name(Printed): Louis J. Gaudio Title: Vice President We design bridges to fit your site and budget. BRIDGING 15863 Secoya Reserve Circle,Naples,FL 34110 WY SOLUTIONS Tel.239-216-1370 www.bridging-sol utions.com BID PROPOSAL FORM Project:Heritage Bay Interior Bridge Walls,Collier County,FL Submit by Date:NOVEMBER 16,2015 before 2 p.m. Submit original to: Submit copy to: Heritage Bay CDD Bridging Solutions,LLC Attn.Justin Faircloth Attn.Ralph Verrastro,PE Severn Trent Management Services 15863 Secoya Reserve Circle 5911 Country Lakes Dr. Naples,FL 34110 Ft.Myers,FL 33905 Email to:ralph @bridging-solutions.com Email to:justin.faircloth @stservices.com BID PRICES ITEM DESCRIPTION LUMP SUM PRICE 1. Mobilization ti ,` -, "" 2. Maintenance of Traffic n C 3. Erosion Control ) ,) 4. Clearing and Grubbing 5. Stone Wall Removal 6. Top Tier Wall Stabilization ; 2 1 7. Excavation and Embankment ?2, K'•c 8. Existing Stone Rip Rap Estimated Project Duration(weeks) /5. Total Price ":1' !', {<:' '` '7 We design bridges to fit your site and budget. BRIDGING 15863 Secoya Reserve Circle,Naples,FL 34110 Illy SOLUTIONS Tel.239-216-1370 www.bridging-solutions.com ADD ALTERNATES ITEM DESCRIPTION LUMP SUM PRICE 9. Stain Concrete In-fill ?6, 10. 18"Rubble Rip Rap '° (3 Quadrants-9,750 SF) ///' • Qualifications List Five Similar Projects 1. AcL Q21d . /lead )3 dx.. -/7.--u4slere—fg.K.P0,1 2. ..47e:/AI '51,4re /3', . Dt-.5 e‘i /?6,.•(114,r/4,14_ (..'-oe I - 3. /i,41": /C/4i,• 4. /; 4/bee. ,a icyJi,- 5. L* (2.4, M7.9,"Y • List Three References Name Company Contact# 1. f) (14.k - 3 7 31 2. C.■.• 3. die,.41 /celi?? /ec '4))/16 ;? 24. [1- I? Submitted By ,: ,{,...t..;-(6/ t, 4, ./2 / Signature: (Company Name) / I Date: 1(,/,'", Name(Printed): Title: k(c.,.47-/-:(2 • • We design bridges to fit your site and budget. Agenda Package 51 40" M) xa CGC1519780 KELLY BROTHERS,INC Company Introduction and Experience Created for Heritage Bay Community Development District 10154 Heritage Bay Boulevard Naples,FL 34120 15775 Pine Ridge Road,Fort Myers,FL 33908 P:(239)482-7300•F:(239)482-8014 www.kellybros.net Agenda Package 52 eCGC1519780 KELLY BROTHERS,Inc Bid Proposal 15775 Pine Ridge Road,Fort Myers,FL 33908 P:(239)482-7300•F:(239)482-8014 www.kellybros.net a Packa a 5 BRIDGING 15863 Secoya Reserve Circle,Napes,FL 34?10 3 yr SOLUTIONS Tel.239-216-1370 www.bridging-solutions.com BID PROPOSAL FORM Project: Heritage Bay Interior Bridge Walls,Collier County,FL Submit by Date:NOVEMBER 16.2015 before 2 p.m. Submit original to: Submit copy to: Heritage Bay CDD Bridging Solutions,LLC Attn.Justin Faircloth Attn.Ralph Verrastro,PE Severn Trent Management Services 15863 Secoya Reserve Circle 5911 Country Lakes Dr. Naples,FL 34110 Ft.Myers,FL 33905 Email to:ralph @bridging-solutions.com Email to:justin.faircloth @stservices.com BID PRICES ITEM DESCRIPTION LUMP SUM PRICE 1. Mobilization $ 63,265.00 2. Maintenance of Traffic $ 28,512.25 3. Erosion Control $ 31,289.73 4. Clearing and Grubbing $ 42,213.90 5. Stone Wall Removal $104,119.82 6. Top Tier Wall Stabilization $ 48,007.37 7. Excavation and Embankment $ 47,609.88 8. Existing Stone Rip Rap $171,100.69 Estimated Project Duration(weeks) 12 Total Price $536,118.64 We design bridges to fit your site and budget. A s Pe 54 BRIDGING 15863 Secoya Reserve Circle,Naphesen,d FL ackag 34110 vuojr SOLUTIONS Tel.239-216-1370 www.bridging-solutions.com ADD ALTERNATES ITEM DESCRIPTION LUMP SUM PRICE 9. Stain Concrete In-fill $ 23,35635 10. 18"Rubble Rip Rap $ 93,092,41 (3 Quadrants-9,750 SF) Qualifications List Five Similar Projects 1. Arcadia Bridge FOOT T1A07, 1,700+CY of Bank Shore Rip Rap and Bedding Stone 2. J uldvuig ResirienrA, 144 I inear feet of Armnr Stnne and Rip Rap(rDrarnrahiwa Plac'rnert) 3. J A-SIP ARR Tnn nr Rip Pap dlitrh I[ping 4. fling rlararg.,R1S5 RY nt Mace I R.III Rip Rap 5. Fort Myers Country Cluh,543 CV of Bank and Shore Rip Rap 6. Doctor's Pass North Jetty Rehab,3,760 Ton or Armor Stone List Three References Name Company Contact# 1, Clint Perryman Collier County,Coastal Zone Mgmt 239-252-4245 2. Mark Kincaid Coastal Engineering Consultants, Inc 239-643-1143 3. Josh Maxwell Turrell,Hall and Associates 239-643-0166 Submitted By: Kelly Brothers, Inc. Signature' ►'" (Company Name) Date: 11-16-15 Name(Printed): Dane Kelly Title: Vice President/Asst Secretary We design bridges Wit your site and budget Agenda Package 55 °41 a CGC1519780 KELLY BROTHERS,INC Project Experience 15775 Pine Ridge Road,Fort Myers,FL 33908 P:(239)482-7300•F: (239)482-8014 www.kellybros.net 0° Agenda Package 56 7 CGC1519 80 KELLY BROTHERS,INC Arcadia Bridge FDOT T1A07 Arcadia, Florida Kelly Brothers(KBI)was contracted to install 1,700 liner feet of pre-stressed concrete pile in the construction of the bridge of Joshua Creek. KBI also is responsible to pre-form 765 linear feet of pile holes,form and pour 540 cubic yards of concrete, place 100,000 lbs.of reinforcement steel,and form and pour 511 linear feet of 32"F-slope traffic rail. Location: SR 35(US17) Bridge over Joshua Creek Arcadia, FL Owner: FDOT Architect: Dewberry Bowyer Singleton 520 S Magnolia Avenue Orlando, FL 32801 , " Contract: _ Subcontract ; g _ kiwki;;?=40,. Prime Contractor: #.*rx Conalvias USA, LLC. ter `"'' H 1001 Cypress Creek Road " Suite 200 . Fort Lauderdale, FL 33309 Date Completed: In Progress Final Contract Amount: $1,090,083.68 ANL "s"4111f.., INV ,I,Aweavr„, ppyy Sp.a4 15775 Pine Ridge Road,Fort Myers,FL 33908 P: (239)482-7300.F:(239)482-8014 www.kellybros.net F' �� ` Agenda Package 57 �� CGC1519780 KELLY BROTHERS,INC Ludwig Residence Naples, Florida Kelly Brothers(KBI)was contracted to remove and dispose of existing dock in system lu ing, remove rip rap,install rip rap toe support piles, rebuild existing rip rap bank,install a new dock system cd , boat lift,kayak lift,fish cleaning table,lighting/electrical and water services. Location: 590 Admiralty Parade Naples, FL Owner: Private-Ludwig Engineer: lii Turrell, Hall&Associates 1,41-' 3584 Exchange Ave. Suite B ;,;� � Naples, FL 341.04 Owner Representative: ':' " - Turrell, Hall&Associates 4 ; > ` 3584 Exchange Ave. Suite B ,, E I Naples, FL 34104kz �� Contract: Prime Date Completed: ..,"~ -t October 2015 : Final Contract Amount: $348,977.22 ..,. -' %?�' b&. �, � 0.1. i � e 4 s J b 1� u ��' ° .l 4.: „,`$. ce " 1 4 + -'i ^ ,`i` a a � ns, y` s s" fis ! .'"'' ' " y ,om �' �, & - +{ •‘,„":"...,_;..„....,,,-4,,,„„, qty V *0'lv:- � �A � 15775 Pine Ridge , , P: (239)482 7300 Road.F:(239)Fort Myers 482 FL 33908 8014 ww-w.kellybros.net Agenda Package 58 .AQ IN■MO: CGC1519750 KELLY BROTHERS,INC Lely Area Stormwater Improvement Collier County, Florida Kelly Brothers(KBI)constructed three water control structures as part of a stormwater improvement project. The project included two weir structures,one three gate and one single gate,and large end wall with two 84"CMPs. In addition, KBI Completed 1,215 cubic yards of rock excavation and 486 ton of riprap ditch lining. Location: Haldeman Creek Drive and W. Crown Pointe Boulevard Naples, FL Owner: Collier County fr,€ - e Architect: ' _ ; Atkins Consulting Engineers "s,�x 101 Arthur Andersen Pkwy � $fi r Suite 260 � �c ._ Sarasota, FL 34232 �;, Contract: v �� Prime �_ w : Date Completed: December 2014 Final Contract Amount: - $530,550.51 • i; x°57 � � � feu- .P �� ''�"- tea 15775 Pine Ridge Road,Fort Myers,FL 33908 P:(239)482-7300•F:(239)482-8014 www.kellybros.net Agenda Package 59 4'4.4'4.I I, a CGC1519780 1._..- KELLY BROTHERS,inc Ding Darling National Wild Sanibellife Refuge, Florida Kelly Brothers(KBI)was contracted by Team Henry Enterprises to replace two box culvert water control structures.The scope included removal and replacement of 40 linear feet of 4'x8'box culvert,installation of 40 linear feet of 4'x8'box culvert,including 565 cubic yards of class 1&3 riprap. Location: 1 Wildlife Drive Sanibel, FL Owner: ,„0'-,:,A,,!,,'t-,,'4,4,,-,4;-.4,-'.---Vx US Dept.of Transportation ,« � ' w , ��A a Federal Highway Administration t , a �rzzr t`. Eastern Federal Lands `= j '3 by ,. °$� ' Highway Division p • Engineer: t, US Federal Highway Administration l.s "" }, "'�"' Contract: Subcontract , ,,,-131,,,,,,,',r `s ' 7A, Prime Contractor: n� � Team Henry Enterprises, LLC k s asa , 1003 48th Street � `' Fes ? �`� Newport News,VA 23607 ' x Date Completed: ` y - ,:- °� October 2013 r ,- «, Final Contract Amount: $411,502.49 �J+ t ,fir $4 - , �� £ hP k f ,. ; P f r {+` ¢ C - its }� ffn = °.G f ? a � s.t — r z ' i k - r ue' mfr fc s `.k 157P 75 R , oys,F 3:(239)Pine Ridge-482 7300.FF:(239)rt Mer 482-8014 L 3908 www.kellvbros.oad net III nri) '�e�M Agenda Package 60 CGC1519780 KELLY BROTHERS,INC Doctor's Pass North Jetty Rehabilitation Naples, Florida Kelly Brothers(KBI)was contracted to rehabilitate the North Jetty of Doctor's Pass. The project consisted of barging in and placing over 3,750 tons of Armor Stone. The project was time sensitive and was completed within the short time frame allowed. Location: Doctors Pass Naples, FL r a , . -a Owner: `� t Collier County Procurement �, 3299 Tamiami Trail East Naples, FL 34112 Architect: . , 3�-.: "'`'k '� 4-'W',r- 43„,0,1,;,..t.k n , .acv ..'°k`c,:.. Coastal Planning and Engineering , -,.. 2481 N.W. Boca Raton Blvd ,,, � �� ,, z Boca Raton FL 33431 � ' � 'r ' ^ : ' Contract: ~X x� s� Y Prime '_ 4�LS Date Completed: r °V :. ^• � „ May 2011 r= :,' : ,y _,' 1 r 1.,,,,,.7.__ `X ,9?. *, may„. C F g• r ,. Final Contract Amount: $.,* J n : ` $653,200.00 .��w r A w fig x x :. o n .tea ,,` ' ," a� !t " ,fr 'fir ems,aka z :� t' "*-- ' �I r r` �' r' `� ,,fit �* �-`-'13.4%,‘„ •" ,, ,..„,/,,,A.-.14:',', :;<, ,-,.w: „ ' . ,� 1�/ y k ir " =ti �('�, 4 -.' - 15775 Pine Ridge Rd,F: (239)482 Fort Myers,FL 33908 P: (239)482-730oa 0. 8014 www.kellybros.net Agenda Package 61 ..� 0'1 x a� CGC1519780 KELLY BROTHERS,INC Professional References 15775 Pine Ridge Road,Fort Myers,FL 33908 P:(239)482-7300•F:(239)482-8014 www.kellybros.net ors! Agenda Package 62 gay coc15197ao ONOWNEMINar KELLY BROTHERS,INC pul COASTAL Bellingham ENGINEERING 9 --1 CONSULTANTS MARINE ,, INC. Mark Kincaid, PE Kevin Thompson Senior Engineer General Manager, Southwest Division, USA Coastal Engineering Consultants, Inc. Bellingham Marine 3106 Horseshoe Drive South 1813 Dennis Street Naples, FL 34104 Jacksonville, FL 32204 Phone: (239) 643-2324 Phone: (904)380-3271 Cell: (239)285-4334 Cell: (904) 509-9342 Email: mkincaid @cecifl.com Email: kthompson @ bellingham-marine.com MARINA JACK 'r E K T C er Count 1 Sam Chavers Jr. Clint Perryman Director of Marina Operations Project Manager, Coastal Zone Management Marina Jack Collier County Government,Natural Resource Dept. 2 Marina Plaza 2800 N. Horseshoe Drive Sarasota,FL 34236 Naples, FL 34104 Phone: (941) 955-9488 Phone: (239)252-4245 Email: dockmaster@marinajacks.com Cell: (239) 580-9108 Email: clintonperryman @colliergov.net FORT MYERS TURREI I..IIALL&).�.].1._ ASSOCIAI FS.INC ;,---` Leif Hans Lustig Josh Maxwell Dock Master Project Manager City of Fort Myers Yacht Basin Turrell, Hall and Associates 1300 Lee Street 3584 Exchange Ave. Fort Myers, FL 33901 Naples, FL 34104 Phone: (239) 321-7080 Phone: (239)643-0166 Cell: (239)707-5316 Cell: (239) 250-3234 Email: Ilustig(acityftmyers.com Email: iosh @turrell-associates.com 15775 Pine Ridge Road,Fort Myers,FL 33908 P: (239)482-7300.F: (239)482-8014 www.kellybros.net I I Bridging Solutions,LLC 15863 Secoya Reserve Circlets BRIDGING Naples,FL 34110 SOLUTIONS TeL(239)216-1370 Mgr ralphnbridsina-solu tions.com www.bridging-solutions.com CHANGE ORDER FOR SUPPLEMENTAL SERVICES Date:December 1,2015 Change Order#: 1 Consultant: Bridging Solutions,LLC Client: Heritage Bay CDD 15863 Secoya Reserve Circle c/o Naples,FL 34110 Severn Trent Services 5911 Country Lakes Drive Ft.Myers,FL 33905 Project Name and Location: Heritage Bay Retaining Wall Repairs,Naples,Florida Construction Inspection Services In accordance with our current agreement dated March 26,2015,the Agreement changes as detailed below are hereby authorized. Change Order Scope of Services: 1.1. Assist the CDD and the property manager with the administration of the contract.Conduct a preconstruction meeting to review contractor's means and methods and detailed project schedule. 1.2. Review and approve project material submittals. 1.3. Review written Requests for Information(RFI)from the contractor and provide written responses. 1.4. Perform intermittent inspections during construction and prepare inspection reports.We assume 2–3 hour inspections per week for the estimated duration of construction(7 weeks)for a total of 42 hours. 1.5. Prepare"As-Built"drawings documenting all approved field changes during construction. 1.6. Perform a final inspection and provide a letter of certification stating the wall was constructed in accordance with the plans and specifications. Change Order Fee:$12,206 Payments made in accordance with the original agreement terms.All other items and conditions of the original Agreement shall remain in full force and effect. BRIDGING SOLUTIONS,LLC HERIT AY CDD Per: (R JLU- Per: Name: Ralph Verrastro Name: N 6 iltine.44 Title: Principal Title: CAD Date: December 1,2015 Date: 1311< We design bridges to fit your site and budget. • /( >( _ CO ■§ \ CO / CO / - }e � , II !3 /k I 2 / s R CO cn 49 CO CV CO \ \ , , , . . . . , , , , , , • , / ` _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ §� a0 * .# Z jk (0A $ k!$k /)k) � � _ /( F- /8 \ ¥ \$ 03 ` k {k iii\\ » E ƒ ) _ }) ) \_Z £f } ) k E! / ` )k .[ _ / E co 2 | - s cii a: ~\ « 9 @\ ` [ §t § i } a. j }® \ , ` a \_ < § / # E • Subject: FW:HB CDD -Agenda Packet Update Attachments: CPH Rates-2015.pdf,CPH Response.pdf; HM Fee Schedule to Heritage Bay.pdf;JF 151106- Heritage Bay Lake Water Quality.docx.pdf;12-3-15 Agenda- updated.doc From: Faircloth,Justin Sent:Friday, November 06,2015 3:24 PM To:Dennis Gagne;Richard Brodeur(rbrodeur @heritagebaycdd.com) Cc:Cal Teague(Cal.Teague @STServices.com) Subject:Heritage Bay CDD-Engineer Evaluation Committee Summary Dear Members of the Engineer Evaluation Committee, I have attached the scoring and ranking given to each firm by the Committee Members.At the meeting there were questions about who would service the account from CPH and on the response of Hole Montes regarding aeration/water quality.We asked both firms for clarification of these questions and their responses are attached.There was agreement that Peninsula Engineering ranked third among the three firms.I have attempted to summarize the observations mentioned of each firm below. Observations from the firm discussions: Hole Montes • A great deal of CDD experience • Experience with shoreline erosions issues • Ability to do bathymetrics and other lake testing in house • Local firm • Smaller firm(2 offices,55+staff approx.) CPH • Highly qualified firm • Detailed approach to identifying/locating District Assets and ensuring their ongoing maintenance. • State of the art technology • Ability to do bathymetrics and other lake testing in house • Larger firm (16 offices,250+staff) • Semi Local(Principal will service from Tampa/others from Ft. Myers office) Please review this information and let me know if there are any changes,additions or any other questions you would like answered from the firms. Unless this information sways either one of you one way or another we will present this information to the Board and state that the committee was unable to reach a unanimous recommendation. Sincerely, Justin 1 SEVERN Justin Faircloth Assistant District Manager TRENT 5911 Country Lakes Drive•Ft Myers,FL 33905 justin.faircloth@stservices.com SERVICES C(239)245-7118 ext.306•F(239)245-7120 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 Greer&please print this e-mail crlyif necessary. I 2 NMI HOLE MONTES ENGINEERS•PLANNERS•SURVEYORS 950 Encore Way•Naples,Florida 34110•Phone 239.254.2000•Fax:239.254.2099 _. November 6,2015 Justin Faircloth Assistant District Manager SEVERN TRENT SERVICES 5911 Country Lakes Drive Fort Myers,Florida 33905 RE: HERITAGE BAY-LAKE WATER QUALITY HM FILE NO.:8200A Dear Justin: Thank you for the phone call regarding our interview on Wednesday. We certainly would like to be the District Engineer for Heritage Bay. Below is a statement which you asked me to provide concerning water quality in the lakes. Water quality in surface water management lakes is important in order for the lake to function in a healthy manner. Stormwater runoff from the development carries with it nutrient runoff from plants, chemicals from fertilizers, oils and debris from roadways, and sediments. Water Management systems are designed to use lakes to treat stormwater runoff. A certain volume of water is detained within the system prior to discharge to provide water quality treatment to meet the South Florida Water Management District criteria. In addition to the biological activity that helps consume the nutrients and the retention times that help keep sediments contained within the system,lake littoral plantings provide vegetation to aide in treatment of the water. Regular treatment of the lakes with certain chemicals helps to control invasive aquatic vegetation,algae,and organisms(snails)that can degrade the environment for the native littoral plants or cause problems with clogging of irrigation intakes and/or the irrigation systems. Monitoring of the lakes will provide information regarding dissolved oxygen, accumulated chemical levels and determination of whether aeration or other types of treatment are needed to insure peak performance of the lakes. Aeration through fountains or bubblers is effective in creating additional movement of the water and supporting the biological activity of the microorganisms that helps to consume nutrients which helps improve the water quality treatment process. Bubblers have proven to be the more effective method of aeration than fountains (this is what Barry was trying to convey in our discussion). Naples•Fort Myers Justin Faircloth SEVERN TRENT SERVICES RE:HERITAGE BAY-LAKE WATER QUALITY HM FILE NO.;8200A November 6,2015 Page 2 of 2 If repeated treatment of invasive vegetation results in substantial buildup of decayed material on the bottom of the lakes,dredging can be effective to improve the health of the lake.These types of muck layers are usually only found in lakes that have had extensive and repetitive treatment of heavy concentrations of invasive species. Samples can be taken from the bottoms of the lakes to determine what levels of muck may have built up over the years to determine if dredging would be necessary. As we discussed, an initial plan for water quality monitoring could involve identifying those lakes in which aquatic growth of-invasive species has been an issue, muck has accumulated,or where low dissolved oxygen levels may be reducing the effectiveness of the water quality treatment delivered by the system. Those specific lakes could be tested and recommendations would be made for treatment(spraying,aeration,etc.). If you have any questions,or require additional information,please let us know how we may be of assistance. Sincerely, HOLE MONTES,INC. few W.Terry Cole,P.E. Vice President WTC:tdc H:\8200\A-Marketing\15\WTC\SEVERN TRENT SERVICES\JP 151106-Heritage Bay Lake Water Quality.docx HOLE MONTES,INC. PROFESSIONAL FEE SCHEDULE Date: November 5,2015 Project: Heritage Bay CDD Senior Principal Engineer IX $210.00 per hour Principal Engineer VIII $195.00 per hour Engineer VII $170.00 per hour Engineer VI $155.00 per hour Engineer V $140.00 per hour Engineer IV $130.00 per hour Engineer III $115.00 per hour Engineer II $100.00 per hour Engineer I $ 90.00 per hour Environmental Operations Specialist $115.00 per hour Permitting Coordinator $ 85.00 per hour Senior Designer $100.00 per hour Designer $ 95.00 per hour Senior Computer Technician $ 75.00 per hour Computer Technician $ 65.00 per hour Senior Contract Administrator $105.00 per hour Contract Administrator $ 90.00 per hour Senior Construction Field Representative $ 90.00 per hour Construction Field Representative $ 75.00 per hour Planning Director $170.00 per hour Planner III $120.00 per hour Planner II $ 90.00 per hour Principal Surveyor $150.00 per hour Senior Surveyor $135.00 per hour Surveyor $120.00 per hour 2 Person Survey Crew $130.00 per hour 3 Person Survey Crew $160.00 per hour 4 Person Survey Crew $180.00 per hour GPS Operator $100.00 per hour Technician IV $ 70.00 per hour Technician III $ 60.00 per hour Technician II $ 50.00 per hour Technician I $ 40.00 per hour Subcontractors Cost+ 15% Out-of-Pocket Expenses Cost+ 15% This Fee Schedule is effective for one year from date of the LETTER AGREEMENT. 09/2014 From:Satfield,Jeffrey M.(P.E.)[mailto:jsatfield @cphcorp.com] Sent:Wednesday,November 04,2015 3:25 PM To:Faircloth,Justin Cc:Lockhart,Joshua(P.E.);Landers,David;Satfield,Jeffrey M.(P.E.) Subject:CPH Information Justin, Per our conversation, please see our rate sheet attached for your use. We typically request that these fees be adopted for a period not to exceed 2 years to allow for future adjustment/inflation. We would be agreeable to a maximum fixed increase should our contract(if awarded) be automatically renewed after that period allowing for certainty in future rates. As we discussed, the attendees during our presentation were the primary team we would use for the work anticipated at this time: Myself—"Principle in Charge". I will be the team leader and senior staff member providing account oversight and acting as the primary contact for the CDD. I will be available to advise and/or provide project updates during the Board's monthly meetings or on an"as needed" attendance(depending on the Board's desire). I will kick off projects and provide oversight through completion to ensure we provide a quality product to Heritage Bay. Josh Lockhart P.E.—Sr. Project Manager. Primary responsibilities will include design and permitting,fee&schedule management,client coordination regarding design efforts and data collection as needed to support the successful completion of the CDD's projects. Available on short notice for emergencies that may arise if needed. David Lander—Sr. Environmental Scientist. Primary responsibilities will come into play when project needs demand ecological evaluations,water quality evaluations,tree preservation,wetland monitoring and/or environmental permitting efforts. Beyond those listed above,we will call on our multitude of professionals as expertise is needed in other areas to support the CDD's goals. Thank you again for your time yesterday. CPH is very excited to have this potential opportunity and we hope that we can be of service to the Board in the near future. Jeffrey JEFFREY M. SATFIELD, PE, CPESC SENIOR VICE PRESIDENT CPH Tampa: 813-288-0233 Fort Myers: 239-332-5499 www.cphcorp.com Rates & Reimbursables CPH Standard Rates CPH Standard Rates Category Rate Category Rate • Principal $160 Project Coordinator $90 Sr.Project Manager $150 Project Manager $140 Sr.Design Technician $105 Professional Engineer $130 Design Technician $95 Sr.Project Engineer $125 Sr.CARD Technician $85 Project Engineer $115 CADD Technician $75 Project Designer $110 Administrative $75 Principal Traffic Engineer $180 Clerical 11 $60 Sr.Traffic Engineer $135 Clerical 1 $40 Traffic Engineer $115 Traffic Analyst $105 Senior Graphic Designer $125 Graphic Designer $75 Principal Environmental Scientist $160 Senior Environmental Scientist $125 Sr.Construction Manager $120 Lead Environmental Scientist $105 Construction Manager $105 Environmental Scientist $95 Construction Field Representative 11 $100 GIS Analyst $105 Construction Field Personnel 1 $80 Arborist $125 Principal Surveyor $160 Principal Planner $160 Sr.Professional Surveyor $130 Sr.Planner $130 Professional Surveyor and Mapper $125 Planner $100 Field Technician/Designer $105 Surveyor in Training I $100 Principal Architect $160 Survey Project Manager/CADD $100 Sr.Architect $140 Field Crew Coordinator $95 Senior Architectural Manager $125 Survey Party Chief $75 Architect $120 Survey Instrument Man _ $6$ Architectural Designer $105 Surveying Sr CADD Tech $90 Architectural Coordinator $85 Surveying CADD Tech $75 Survey Crew(2 Man) $135 Principal Structural Engineer $160 !Survey Crew(Construction Staking-2 Man) $160 Senior Structural Engineer $140 Survey Crew(3 Man) $155 Structural Engineer $115 GPS(1 Man)/Robotics $130 GPS(2 Man) $165 Principal MEP Engineer $160 1 Man Scanner/Laser Survey Crow $265 MEP Project Designer $110 2 Man Scanner/Laser Survey Crew $290 MEP Design Technician $95 Principal Landscape Architect $160 Sr.Landscape Architect $125 Landscape Architect $105 Sr.Landscape Designer $100 Landscape Designer $85 Schedule of Reimbursable Charges Copies(BAW) Plots(BAN) Mileage At Current IRS 8.5 x 11 $0.05 Each 11 X 17 $0.21 Each Rates 8.5 x 14 $0.10 Each 12 X 18 $0.24 Each Phone At Cost Postage At Cost 11 x 17 $0.20 Each 13 X 21 $0.35 Each Outside Reimbursables At Cost 34X22 $0.83 Each Copies(Color) 24 X 36 $0.96 Each 8.5 x 11 $0.25 Each 30 X 42 $1.42 Each 8.5 x 14 $0.30 Each 36 X 48 $1.92 Each 11 x 17 $0.35 Each Billing and Reimbursable Rates Are Subject To Periodic Review and Adjustment. Mylars Plots(Color/Bond) Updated:October 12,2015 24 x 36 $9.00 Each 24 a 36 $24.00 Each 32 x 42 $13.00 Each 30 x 42 $35.00 Each 36 x 48 $48.00 Each @aOD ta .,rte C Stantec Consulting Services Inc. 3200 Bailey Lane,Suite 200,Naples,FL 34105 November 5,2015 Attention: Mr.Justin Faircloth Assistant District Manager Severn Trent Services 5911 Country Lakes Drive Fort Myers, FL 33905 Reference: Heritage Bay CDD-Request for Information Proposal Dear Mr. Faircloth: At your request,Stantec Consulting Services Inc.is providing this professional services proposal to provide electronic copies of available bond requisitions and drawings. This request follows Stantec's announcement to stop serving as the District Engineer for the Heritage Bay CDD. You have requested copies of this documentation to serve as reference materials for the replacement CDD Engineer. Task Scope of Services Fee Fee Type Amount 210 Enaineerina Services: • Search archived files for available plans pertaining to the roads, lakes, utilities,etc.that are maintained by the CDD. • Search archived files for available documentation pertaining to bond requisitions. T/M III $5,000 • Search archived files for available items not specifically listed above at the request of the CDD or CDD Engineer. • Provide copies (in .pdf format) of above files on one computer CD for distribution. Total Fees $5,000 (I) Services will be performed on an hourly basis according to the attached schedule of fees. Invoicing for work in progress will occur on a monthly basis. GENERAL CONDITIONS AND UNDERSTANDINGS 1. The professional services that Stantec will provide under this Proposal/Agreement include, and are limited to, those described above in the SCOPE OF SERVICES AND FEES section. All other services are specifically excluded. 2. The scope of this proposal is based on Stantec's understanding of the current rules, regulations, and ordinances in effect on the date of this document. Interpretations of these standards may affect the scope and fees of Stantec's services, and may require adjustments to delete,decrease,or increase. 3. The scope of this proposal does not include any permitting services. \\us1228-fo1\workgroup\2156\business_developmenl\heritage bay\cdd proposal\heritage bay proposal.docx 5 November 3,2015 Mr. Justin Faircloth Page 2 of 5 Reference: Request for Information Proposal-Heritage Bay CDD 4. This proposal is open for acceptance by Client through 30 days, after which it will be withdrawn by Stantec and may be subject to re-negotiation. Please note that our services will be billed in accordance with the Standard Professional Terms and Conditions included with this proposal. If this scope and fee meet with your approval, please sign on the following page and return a copy to my attention. Our services will commence upon receipt of your authorization. Stantec thanks you for the opportunity to provide professional services for the subject Project. If you have any questions or require additional information,please contact me. STATNEC CONSULTING SERVICES INC. _..(2 ._.. Michael Herrera,P.E. SW Florida Site Civil Manager Phone:(239) 649-4040 Fax: (239)643-5716 Michael.Herrera@stantec.com Attachment: Professional Terms and Conditions Schedule of Fees I hereby authorize the amount of Five Thousand and NO/100 Dollars ($5,000) for Heritage Bay CDD Information Request. Justin Faircloth Severn Trent Services 5911 Country Lakes Drive. Fort Myers,FL 33905 BY: [Title] [Print Name] [Date] 11us1 228 \workgroup1 21561busmess_developmentlheritagebay\cdd proposal\heritage bay proposal.docx November 3,2015 Mr. Justin Faircloth Page 3 of 5 Reference: Request for Information Proposal-Heritage Bay CDD SCHEDULE OF FEES Effective October 3, 2015 Staff Level Rate Level 1 $ 58.00 Level 2 $ 66.00 Level 3 $ 73.00 Level 4 $ 81.00 Level 5 $ 90.00 Level 6 $ 98.00 Level 7 $ 105.00 Level 8 $ 113.00 Level 9 $ 121.00 Level 10 $ 131.00 Level 11 $ 140.00 Level 12 $ 150.00 Level 13 $ 161.00 Level 14 $ 171.00 Level 15 $ 179.00 Level 16 $207.00 Level 17 $237.00 Level 18 $278.00 Level 19 $314.00 Level 20 $349.00 Level 21 $385.00 1 Person Field Crew $ 85.00 2 Person Field Crew $ 125.00 3 Person Field Crew $ 155.00 4 Person Field Crew $ 175.00 Unit billings, such as printing and survey materials, will be billed at standard rates (Schedule available on request).All other out-of-pocket expenses will be billed at cost+15%. 11us1226-1011 workgroup121561husiness_developmentihertage bay\Cdd proposal\heritage bay proposal.docx November 3,2015 Mr. Justin Faircloth Page 4 of 5 Reference: Request for Information Proposal - Heritage Bay CDD PROFESSIONAL SERVICES TERMS AND CONDITIONS The following terms and conditions are attached to and form part of the proposal for professional services to be performed by Stantec and together,when the client authorizes Stantec to proceed with the services,constitute the agreement. Description of work:Stantec shall render the services described in the proposal(hereinafter called the"services")to the client. Terms and conditions:no terms,conditions,understandings,or agreements purporting to modify or vary these terms and conditions shall be binding unless hereafter made in writing and signed by the client and Stantec. In the event of any conflict between the proposal and these terms and conditions,these terms and conditions shall take precedence.This agreement supercede all previous agreements,arrangements or understandings between the parties whether written or oral in connection with or incidental to the project Compensation: payment Is due to Stantec upon receipt of Invoice. Failure to make any payment when due is a material breach of this agreement and will entitle Stantec, at its option,to suspend or terminate this agreement and the provision of the services. Interest will accrue on accounts overdue by 30 days at the lesser of 1.5 percent per month(18 percent per annum)or the maximum legal rate of interest.Unless otherwise noted,the fees in this agreement do not include any value added,sales,or other taxes that may be applied by government on fees for services.Such taxes will be added to all invoices as required. Notices: each party shall designate a representative who is authorized to act on behalf of that party.All notices, consents, and approvals required to be given hereunder shall be in writing and shall be given to the representatives of each party. Termination:either party may terminate the agreement without cause upon thirty(30)days notice in writing.If either party breaches the agreement and fails to remedy such breach within seven (7) days of notice to do so by the non-defaulting party, the non- defaulting party may immediately terminate the agreement. Non-payment by the client of Stantec's invoices within 30 days of Stantec rendering same is agreed to constitute a material breach and, upon written notice as prescribed above, the duties, obligations and responsibilities of Stantec are terminated.On termination by either party,the client shall forthwith pay Stantec all fees and charges for the services provided to the effective date of termination. Environmental:except as specifically described in this agreement,Stantec's field investigation,laboratory testing and engineering recommendations will not address or evaluate pollution of soil or pollution of groundwater. Where the services include storm water pollution prevention (SWPP), sedimentation or erosion control plans, specifications, procedures or related construction observation or administrative field functions,client acknowledges that such services proposed or performed by Stantec are not guaranteed to provide complete SWPP, sedimentation or erosion control, capture all run off or siltation,that any physical works are to be constructed and maintained by the client's contractor or others and that Stantec has no control over the ultimate effectiveness of any such works or procedures.Except to the extent that there were errors or omissions in the services provided by Stantec,client agrees to indemnify and hold Stantec harmless from and against all claims,costs,liabilities or damages whatsoever arising from any storm water pollution, erosion, sedimentation, or discharge of silt or other deleterious substances into any waterway,wetland or woodland and any resulting charges,fines,legal action,cleanup or related costs. Professional responsibility: in performing the services,Stantec will provide and exercise the standard of care, skill and diligence required by customarily accepted professional practices normally provided in the performance of the services at the time and the location in which the services were performed. Limitation of liability:the client releases Stantec from any liability and agrees to defend, indemnify and hold Stantec harmless from any and all claims, damages,losses,and/or expenses, direct and indirect,or consequential damages,including but not limited to attorney's fees and charges and court and arbitration costs, arising out of, or claimed to arise out of, the performance of the services,excepting liability arising from the sole negligence of Stantec. It is further agreed that the total amount of all claims the client may have against Stantec under this agreement,including but not limited to claims for negligence,negligent misrepresentation and/or breach of contract,shall be strictly limited to the lesser of professional fees paid to Stantec for the services or$500,000.No claim may be brought against Stantec more than two(2)years after the cause of action arose.As the client's sole and exclusive remedy under this agreement any claim,demand or suit shall be directed and/or asserted only against Stantec and not against any of Stantec's employees,officers or directors. Stantec's liability with respect to any claims arising out of this agreement shall be absolutely limited to direct damages arising out of the services and Stantec shall bear no liability whatsoever for any consequential loss, injury or damage incurred by the client, including but not limited to claims for loss of use,loss of profits and/or loss of markets. Indemnity for mold claims:it is understood by the parties that existing or constructed buildings may contain mold substances that can present health hazards and result in bodily injury, property damage and/or necessary remedial measures. If, during performance of the services, Stantec knowingly encounters any such substances, Stantec shall notify the client and, without liability for consequential or any other damages,suspend performance of services until the client retains a qualified specialist to abate and/or remove the mold substances. The client agrees to release and waive all claims, including consequential damages, against Stantec, its subconsultants and their officers, directors and employees arising from or in any way connected with the 1\us1226-f0flworkgroup12156lbuslness_development1heritage bey\Cdd proposal\heritage bay proposal.docx November 3,2015 Mr. Justin Faircloth Page 5 of 5 Reference: Request for Information Proposal- Heritage Bay CDD existence of mold on or about the project site whether during or after completion of the services. The client further agrees to indemnify and hold Stantec harmless from and against all claims,costs,liabilities and damages, including reasonable attorneys' fees and costs,arising in any way from the existence of mold on the project site whether during or after completion of the services, except for those claims,liabilities,costs or damages caused by the sole gross negligence and/or knowing or willful misconduct of STANTEC. STANTEC and the CLIENT waive all rights against each other for mold damages to the extent that such damages sustained by either party are covered by insurance. DOCUMENTS: All of the documents prepared by or on behalf STANTEC in connection with the PROJECT are instruments of service for the execution of the PROJECT. STANTEC retains the property and copyright in these documents, whether the PROJECT•is executed or not. These documents may not be used for any other purpose without the prior written consent of STANTEC. In the event STANTEC's documents are subsequently reused or modified in any material respect without the prior consent of STANTEC, the CLIENT agrees to defend,hold harmless and indemnify STANTEC from any claims advanced on account of said muse or modification. Any document produced by STANTEC in relation to the Services is intended for the sole use of Client. The documents may not be relied upon by any other party without the express written consent of STANTEC,which may be withheld at STANTEC's discretion.Any such consent will provide no greater rights to the third party than those held by the Client under the contract,and will only be authorized pursuant to the conditions of STANTEC's standard form reliance letter. STANTEC cannot guarantee the authenticity, integrity or completeness of data files supplied in electronic format ("Electronic Files"). CLIENT shall release, Indemnify and hold STANTEC, its officers, employees, consultants and agents harmless from any claims or damages arising from the use of Electronic Files. Electronic files will not contain stamps or seals, remain the property of STANTEC,are not to be used for any purpose other than that for which they were transmitted, and are not to be retransmitted to a third party without STANTEC's written consent. FIELD SERVICES: STANTEC shall not be responsible for construction means,methods,techniques,sequences or procedures,or for safety precautions and programs in connection with work on the PROJECT,and shall not be responsible for any contractor's failure to carry out the work in accordance with the contract documents, STANTEC shall not be responsible for the acts or omissions of any contractor,subcontractor, any of their agents or employees, or any other persons performing any of the work In connection with the PROJECT. GOVERNING LAW/COMPLIANCE WITH LAWS: The AGREEMENT shall be governed, construed and enforced in accordance with the laws of the jurisdiction in which the majority of the SERVICES are performed. STANTEC shall observe and comply with all applicable laws, continue to provide equal employment opportunity to all qualified persons, and to recruit, hire, train, promote and compensate persons in all jobs without regard to race, color, religion, sex, age, disability or national origin or any other basis prohibited by applicable laws. DISPUTE RESOLUTION: If requested in writing by either the CLIENT or STANTEC, the CLIENT and STANTEC shall attempt to resolve any dispute between them arising out of or in connection with this AGREEMENT by entering into structured non- binding negotiations with the assistance of a mediator on a without prejudice basis. The mediator shall be appointed by agreement of the parties. If a dispute cannot be settled within a period of thirty(30)calendar days with the mediator,if mutually agreed,the dispute shall be referred to arbitration pursuant to laws of the jurisdiction in which the majority of the SERVICES are performed or elsewhere by mutual agreement. ASSIGNMENT: The CLIENT and STANTEC shall not,without the prior written consent of the other party,assign the benefit or in any way transfer the obligations under these Terms and Conditions or any part hereof. SEVERABILITY: If any term,condition or covenant of the AGREEMENT is held by a court of competent jurisdiction to be invalid, void, or unenforceable,the remaining provisions of the AGREEMENT shall be binding on the CLIENT and STANTEC. FLORIDA CONTRACTS: PURSUANT TO FLORIDA STATUTES CHAPTER 558.0035 AN INDIVIDUAL EMPLOYEE OR AGENT MAY NOT BE HELD INDIVIDUALLY LIABLE FOR DAMAGES RESULTING FROM NEGLIGENCE. 11us1226-f011workgroup1 21561business_developmentlherita9ebay\cdd proposallheritage bay proposal.docx SECOND AMENDMENT TO THE MANAGEMENT ADVISORY SERVICES AGREEMENT BETWEEN HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT AND SEVERN TRENT ENVIRONMENTAL SERVICES,INC. THIS AMENDMENT is made and entered into this 2" day of December 2015,by and between Severn Trent Environmental Services(hereinafter called the Manager)and Heritage Bay Community Development District(hereinafter called the District); WHEREAS, on October 1, 2010 the DISTRICT entered into a Management Advisory Services Agreement(the"Agreement")with the MANAGER,and WHEREAS, on September 4,2014 the DISTRICT and MANAGER agreed to enter into an amendment to provide for additional scope of services and compensation related thereto; and NOW, THEREFORE, in consideration of the mutual covenants contained herein, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree to amend the Agreement as follows: 1. Amendment to Exhibit B: Compensation: is hereby amended to include the following additional language: The compensation is hereby amended to include the following additional language: • Fees not paid by the District:The Manager will charge$75 per lot per estoppel and/or closing statement to the requestor of said information. 2. Current Agreement: Except as provided in this Amendment,the other terms and conditions of the Agreement shall remain in full force and effect. In the event of a conflict between the terms of this Amendment and the terms of the original Agreement,the terms of this Amendment shall prevail. 3. Effective Date. This Amendment shall be effective on the 2°d day of December 2015. IN WITNESS WHEREOF,the parties hereto have caused this Amendment to be duly executed as of the date and year first above written. Page 1 of 2 SEVERN TRENT ENVIRONMENTAL HERITAGE BAY COMMUNITY SERVICES,INC. DEVELOPMENT DISTRICT BY RLCQ1 BY c'W< -� ' 4 0 Name:` bb (V v I Name: /;J tJ/N a 4415424 (Print) (Print) Title: General Manager Title: Chairperson Management Services Southeast Page 2 of 2 Heritage Bay Community Development District Financial Report September 30,2015 Prepared by SEVERN TRENT SERVICES Heritage Bay Community Development District Table of Contents FINANCIAL STATEMENTS Balance Sheet-All Funds Page 1 Statement of Revenues,Expenditures and Changes in Fund Balance General Fund Page 2 Debt Service Fund Page 3 SUPPORTING SCHEDULES Trend Report Page 4 Non-Ad Valorem Special Assessments Page 5 Cash and Investment Report Page 6 Bank Reconciliation Page 7-8 Check Register and Invoices Pages 9-18 • Heritage Bay Community Development District Financial Statements (Unaudited) September 30, 2015 HERITAGE BAY Community Development District Governmental Funds Balance Sheet September 30, 2015 SERIES 2014 GENERAL DEBT SERVICE ACCOUNT DESCRIPTION FUND FUND TOTAL ASSETS Cash-Checking Account $ 39,674 $ - $ 39,674 Due From Other Gov'tl Units 1,871 9,792 11,663 Due From Other Funds - 2,594 2,594 Investments: Certificates of Deposit-24 Months 51,392 - 51,392 Money Market Account 24,146 - 24,146 Deferred Cost - 7,698 7,698 Reserve Fund - 605,210 605,210 Revenue Fund - 478,341 478,341 TOTAL ASSETS $ 117,083 $ 1,103,635 $ 1,220,718 LIABILITIES Accounts Payable $ 14,157 $ 19,628 $ 33,785 Accrued Expenses 5,062 - 5,062 Due To Other Funds 2,594 - 2,594 (TOTAL LIABILITIES 21,813 19,628 41,441 , FUND BALANCES Restricted for: Debt Service - 1,084,007 1,084,007 Assigned to: Operating Reserves 25,744 - 25,744 Reserves-Erosion Control 58,000 - 58,000 Unassigned: 11,526 - 11,526 TOTAL FUND BALANCES $ 95,270 $ 1,084,007 $ 1,179,277 TOTAL LIABILITIES&FUND BALANCES $ 117,083 $ 1,103,635 $ 1,220,718 Report Date: 11/23/2015 Page 1 HERITAGE BAY Community Development District General Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending September 30,2015 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) SEP-15 ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ACTUAL REVENUES Interest-Investments $ 500 $ 500 $ 606 $ 106 $ 212 Special Assmnts-Tax Collector 249,995 249,995 250,000 5 - Special Assmnts-Discounts (10,000) (10,000) (9,096) 904 - TOTAL REVENUES 240,495 240,495 241,510 1,015 212 EXPENDITURES Administration RR-Board of Supervisors 4,800 4,800 7,200 (2,400) - FICA Taxes 367 367 551 (184) - ProfServ-Arbitrage Rebate 600 600 1,200 (600) 600 ProfServ-Dissemination Agent 1,000 1,000 1,000 - - ProfServ-Engineering 15,000 15,000 14,161 839 2,517 ProfServ-Legal Services 7,000 7,000 17,453 (10,453) 4,761 ProfServ-Mgmt Consulting Sery 38,246 38,246 38,246 - 3,187 ProfServ-Property Appraiser 3,750 3,750 3,750 3,750 ProfServ-Special Assessment 5,000 5,000 5,000 - - ProfServ-Trustee Fees 6,815 6,815 5,334 1,481 5,334 ProfServ-Web Site Maintenance - - 483 (483) 139 Auditing Services 3,600 3,600 3,600 - - Postage and Freight 1,300 1,300 2,662 (1,362) 105 Insurance-General Liability 13,673 13,673 12,754 919 - Printing and Binding 1,400 1,400 1,293 107 Legal Advertising 1,400 1,400 2,195 (795) 338 Misc-Bank Charges 750 750 651 99 44 Misc-Assessmnt Collection Cost 5,000 5,000 2,947 2,053 (1,871) Office Supplies 550 550 330 220 - Annual District Filing Fee 175 175 200 (25) - Total Administration 110,426 110,426 121,010 (10,584) 18,904 Field ProfServ-field Management - - 12,000 (12,000) 1,000 Contracts-Lake and Wetland 55,944 55,944 57,944 (2,000) 5,062 R&M-Aquascaping 24,125 24,125 12,415 11,710 - R&M-Lake Erosion 35,000 35,000 43,313 (8,313) - R&M-Contingency 15,000 15,000 5,900 9,100 - Wall Improvements - 40,712 (40,712) 2,449 Total Field 130,069 130,069 172,284 (42,215) 8,511 (TOTAL EXPENDITURES 240,495 240,495 293,294 (52,799) 27,415 Net change in fund balance $ - $ - $ (51,784) $ (51,784) $ (27,203) FUND BALANCE,BEGINNING(OCT 1,2014) 147,054 147,054 147,054 FUND BALANCE,ENDING $ 147,054 $ 147,054 $ 95,270 Report Date: 11/23/2015 Page 2 HERITAGE BAY Community Development District Series 2014 Debt Service Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending September 30,2015 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) SEP-15 ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ACTUAL REVENUES Interest-Investments $ - $ - $ 67 $ 67 $ 6 Special Assmnts-Tax Collector 1,308,564 1,308,564 1,308,564 - - Special Assmnts-Discounts (52,343) (52,343) (47,609) 4,734 - 'TOTAL REVENUES 1,256,221 1,256,221 1,261,022 4,801 6 I EXPENDITURES Administration ProfServ-Property Appraiser 19,628 19,628 19,628 - 19,628 Misc-Assessmnt Collection Cost 26,171 26,171 15,427 10,744 (9,792) Total Administration 45,799 45,799 35,055 10,744 9,836 Debt Service Principal Debt Retirement 270,000 270,000 270,000 - - Inlerest Expense 476,311 476,311 476,311 - - Total Debt Service 746,311 746,311 746,311 - - TOTAL EXPENDITURES 792,110 792,110 781,366 10,744 9,836 Excess(deficiency)of revenues Over(under)expenditures 464,111 464,111 479,656 15,545 (9,830) OTHER FINANCING SOURCES(USES) Contribution to(Use of)Fund Balance 464,111 - - - - TOTAL FINANCING SOURCES(USES) 464,111 - - - -I Net change in fund balance $ 464,111 $ 464,111 $ 479,656 $ 15,545 $ (9,830) FUND BALANCE,BEGINNING(OCT 1,2014) 604,351 604,351 604,351 FUND BALANCE,ENDING $ 1,068,462 $ 1,068,462 $ 1,084,007 Report Date: 11/23/2015 Page 3 Heritage Bay Community Development District Supporting Schedules September 30, 2015 g e g e a g g g o a m �g e m a o a° o g e r o g o 0 o a a° e e V c r 14 I m m m c^n d o o o o 0 o0 ° 0 o n o o . o ^ N m rn 33 ,� Os 3 1 ° o S m 4 , 0 . , , N �S $ 8 o d � . o ^d c5 g u, NA S 6 < ¢ m N A C ° 8o n o . o - 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O CL w ``d V g ° C N re' . o `� LL 2 .Pc G `a,, N gg�� m 0 o c F, N v in g p., '� �' c v -° 2 SY . . N �' .° ° may w e m c,Zw � o, o `�,' i m w N tr,c_ a i g F. s d a d g d g d g d @ m$ m N a a o 1 V a: := 5 3 c., .0 g _ a d v 't 6 2 Q 2 2 Q ° ° '8 o c it 52 2 o ° fw i a 3s i o. g •`g d z 'E a c� d a a a a a a a` ¢' 8 a 5o -i gac., cec3 Lt o m m N W o m F ¢ 2 U Heritage Bay Community Development District Non-Ad Valorem Special Assessments-Collier County Tax Collector (Monthly Collection Distributions) 1 For the Fiscal Year Ending September 30,2015 ALLOCATION BY FUND Discount/ Gross Date Net Amount (Penalties) Collection Amount General Debt Service Received Received Amount Costs Received Fund Fund Assessments Levied $ 1,558,564 $ 250,000 $ 1,308,564 Allocation% 100% 16% 84% 10/29/14 $ 12,833 $ 726 $ 262 $ 13,820 $ 2,217 $ 11,603 11/14/14 150,646 6,405 3,074 160,125 25,685 134,441 11/25/14 572,406 24,337 11,682 608,425 97,594 510,831 12/12/14 501,120 21,009 10,227 532,356 85,392 446,964 12/31/14 62,734 1,999 1,280 66,013 10,589 55,424 01/29/15 78,054 2,259 1,593 81,906 13,138 68,768 02/27/15 18,036 290 368 18,694 2,999 15,695 03/31/15 45,361 62 926 46,349 7,435 38,915 04/30/15 23,362 (165) 477 23,674 3,797 19,876 06/01/15 4,179 (124) 85 4,140 664 3,476 06/22/15 3,090 (92) 63 3,061 491 2,570 11/05/15 (11,663) TOTAL $ 1,471,822 $ 56,705 $ 18,375 $ 1,558,564 $ 250,000 $ 1,308,564 %COLLECTED 100% 100% 100% TOTAL OUTSTANDING $ - $ - $ - Report Date: 11/18/2015 Prepared by: Page 5 Severn Trent Management Services Heritage Bay Community Development District Cash and Investment Balances September 30,2015 ACCOUNT NAME BANK NAME MATURITY YIELD BALANCE GENERAL FUND Operating Checking Account-MuniNow SunTrust N/A 0.05% $ 37,174 Checking Account CNL N/A 0.00% 2,500 Subtotal 39,674 Certificate of Deposit-24 Months(#9194) BankUnited 02/13/16 0.52% 51,392 Money Market Account Stonegate Bank N/A 0.25% 24,146 Subtotal General Fund 115,212 DEBT SERVICE FUND Series 2014 Deferred Cost Fund US Bank N/A 0.05% 7,698 Series 2014 Reserve Fund US Bank N/A 0.05% 605,210 Series 2014 Revenue Fund US Bank N/A 0.05% 478,341 Subtotal Debt Service 1,091,249 (1) Total $ 1,206,461 Note 1 Invested in First American Obligation Fund Report Date: 11/23/2015 Prepared By: Page 6 Severn Trent Management Services Heritage Bay CDD Bank Reconciliation Bank Account No. 6148 SunTrust-GF Statement No. 09-15 Statement Date 9/30/2015 G/L Balance(LCY) 37,173.84 Statement Balance 37,173.84 G/L Balance 37,173.64 Outstanding Deposits 0.00 Positive Adjustments 0.00 Subtotal 37,173.64 Subtotal 37,173.64 Outstanding Checks 0.00 Negative Adjustments 0.00 Differences 0.00 Ending G/L Balance 37,173.84 Ending Balance 37,173.84 Difference 0.00 Posting Document Document Cleared Date Type No. Description Amount Amount Difference Deposits 9/30/2015 ACH CREDIT SunTrust-Bank Interest Income G/L 1.61 1.61 0.00 Total Deposits 1.61 1.61 0.00 Page 7 Heritage Bay CDD Bank Reconciliation Bank Account No. 9727 CNL Bank-GF Statement No. 09-15 CNL Statement Date 9/30/2015 GIL Balance(LCY) Z500.00 Statement Balance 0.00 G/L Balance 2,500.00 Outstanding Deposits 2,500.00 Positive Adjustments 0.00 Subtotal 2,500.00 Subtotal 2,500 00 Outstanding Checks 0.00 Negative Adjustments 0.00 Differences 0.00 Ending G/L Balance 2,500.00 Ending Balance 2,500.00 Difference 0.00 Posting Document Document Cleared Date Type No. Description Amount Amount Difference Outstanding Deposits 9/30/2015 DEP00161 Deposit Stonegale MMA ck 102 G/L 2,500.00 0.00 2,500.00 Total Outstanding Deposit. 2,600.00 2,600.00 Page 8 I \ § @ ) \ \ 7 q 4 2 2 ) N. % _CN4 04 } \ _ k § § 0 co oi L. 63 En )7, ) k k ) § 3 G k g 7 g / k < ® k \ / \ . \ k § ) ° 40 - G 2 CO © z 1 ■ ] ] 2 ) ) ! ) 0) a) t 3 ` \ / < } ( § _ § a — / _ U. 0 } ) . 2 J CO 0 a _ § r , z k :o 4 < an Ez O a /\ / \ \ / / \ 5E o - � � u � z z $ § / ! u u ( z z _ 0 I A ■ » 2 ) D k z § § \ j / ] \ ck ( S 2 + ¥ \ § - § J { k 00 Q wu ~ 0 co \ E ° 2 » } § } § \ ( ) 2 § N. 0 I I § 2 e o ( ( » E H m 0 u 0 z ) _ e _ a f ) Cr) ( )co 0 TT To 15 11 [ 5 0 2 / \ 8 ! ¥ z Lu / o 0 ) ) 00 § ¢ uo » y 0 u 0 > % 8 \ § $ \ f ( LO ¥ < < E 3 2 0 0 z G G 5 I G ■ __ ® $ « � ® ® \ co - 03o �co n ° 2 & 3 00 ) j / co d \ § 3 CO _ ° _ ° _ ° \ ' Z W ` — 00 000 0 0 - I 3Z § \ § e ) _ § o0 / @ z ° Coleman,Yovanovich&Koester, P.A. Northern Trust Bank Building 4001 Tamiami Trail North,Suite 300 Naples, Florida 34103-3558 Telephone: (239)435-3535 Fax (239)435-1218 Page:1 Heritage Bay COD July 31,2015 Attn.Cal Teague File No: 6176-001M Severn Trent Management Services Statement No 12 210 N.University Dr.Ste 702 Coral Springs FL 33071 Gen Rep Previous Balance $536.25 Fees 07/01/2015 Hours GLU Review and respond to email correspondence from Diane Manza on public notice;review and comment on same. 0.50 162,50 07/0812015 GLU Review agenda for Board of Supervisors meeting 0.30 97.50 07/09/2015 GLU Attendance at Board of Supervisors meeting 3.00 975,00 07121/2015 GLU Review and respond to email correspondence from Diane Manza on • Heritage Bay draft budget and assessment resolutions; Review and comment on same. 0.60 195,00 Professional Fees through 07/31/2015 4.40 1,430.00 Total Current Work 1,430.00 Payments SEP Total Payments Through 08/26/2015 -535.25 Balance Due $1,430,00 RECOMMEND FOR APPROVAL 'AUG 31 Z015 „C---1<' "`"g ei Charge Account#: • Current Balai -e: " '„ Date: -- y Page 10 Coleman,Yovanovich&Koester,P.A. Northern Trust Bank Building 4001 Tamiami Trail North,suite 300 Naples,Florida 34103-3558 Telephone: (239)435-3535 Fax: (239)435-1218 Page:1 .Nerita0e Bay COD, September 04,2015 Attn.Cal Teague File No: 8176-001M Severn Trent Management Services Statement No: 14 , 210 N.University Or.Ste 702 Coral.springs FL 33071 Gen Rep Previous Balance $1,430.00 Fees Hours 08/02/2015 GLU Brief review of agenda for Board of Supervisors meeting 0.25 81.25 08/10/2015 GLU Review email correspondence from Cal Teague on CNL Bank loan y documents:Review and comment on loan documents;Draft email correspondence to Cal Teague on comments. 2.50 812.50 08/14/2015 GLU Draft email correspondence to Cal Teague on loan comment from Doug Waldorf;Telephone conference with Cal Teague 0,20 65.00 08/18/2015 GLU Telephone conference with Cal Teague on loan terms 0.25 81.25 08/19/2015 GLU Review and respond to email correspondence frnm Justin Falrcloth on competitive bidding issues;Brief research on same. 1.00 325.00 08/24/2015 GLU Exchange email correspondence with Doug Waldorf on loan documents. 0.20 65.00 08/27/2015 GLU Exchange multiple email correspondence regarding revised loan documents;Commence review 0.40 130.00 08/31/2015 GLU Review and comment on new set of loan documents;Draft email correspondence to Doug Waldorf an comments;Draft email correspondence to Cal Teague on comments;Review email correspondence from Doug Waldorf on opinion fetter requirement;Review multiple email correspondence from Cal Teague on opinion letter requirement;Exchange multiple email correspondence with Doug Waldorf on revised drafts;Review multiple drafts;Draft email correspondence to Page 11 Page:2 Heritage Bay COO September 04,2015 File No: 6176-001M Statement No: 14 Gen Rep c , Hours Cal Teague on final does 2.50 812.50 Professional Fees through 09/04/2015 7.30 2,372.50 Total Current Work ( 2,372.550 Balance Due $3,802.50 RECOMMEND F�. R,APJ'RROVAL Charge Account #: �'=.t`,4,/ GcS Current Balance: Remain 13alancr --' 4 • Page 12 5111-11M1 III -BILLING PERIO41 - : 1 ADVERTISER/CLIENT NAME Bill Wattles t)ai1J etus 08/27/15 08/27/15 HERITAGE BAY COMMUNITY }•4 naplevsnews+.can de TOTAL AMOUNT DUE ',INAPKIED AMOUNT TERMS OP PAYMENT bURtPD^; ?37.62 3363756 Net 10 Days PHONE 239-435-3450 FAX 239-263-4703 draINFIENINETAMouNTDUE at 30 DAYS 1 EtTDAVt"----- VE11..:M1)„, ADVERTISING INVOICE and STATEMENT ICE tOr._;idles PA,: LD INC l7ATE BI D ACCOUNT NUMBER e/ADVE 3TISEFYWLIENT NUMBER: 0 BILLED ACCOUNT NAME AND ADDRESS - _. C —i E ADDRESSS.. , HERITAGE BAY COMMUNITY LL.IiI1I11iIi1,I1 ■i.IIiIIt11I111IIuI,.Il....L.I DEVELOPMENT DISTRICT NAPLES DAILY NEWS 210 N UNIVERSITY DR # 702 P. O. BOX 630790 CORAL SPRINGS FL 33071-7320 CINCINNATI, OH 45263-0790 000336075600000337620 PLEASE DETACH AND RETURN UPPER PORTION WITH YOUR REMITTANCE 6 SAU ZE", I i TIMES RUN ' . DATE N DE5CRIP110N OTHEFICOMMENTS/CHARGES 16 BILLED UNITS 18 ..RATEGROSS'ANlOUNT PIETAMOUNI 08 27 59777126 REQUEST FOR ENGINEER 2x39L 1 337-62 08/27 ING QUALIFICATIONSHE NDN/FR,WEB/FR 0121 2064341 er /St' STATEN NT OF ACCOUNT AGING OF PAST DUE AMOUNTS N 'a ;'E ";'30 DAYS:.: 00 DAYS OVER 00 DAY ,. "�1N-11!?PLItbAMOUNT TINE Q.TA.LAMOUNT'DUE'' Collection costs incurred on unpaid balances will be c arrt. Any-climatical-1.x a 11_123_9/A3.5 7....3A 5 0 n PHONE 239-262-3161 E.W.SCRIPPS NEWSPAPERS /IA NFi.p ti B EI ti 1G Tito 1100 Immokalee Road FAX 239-263-4703 naplesnews.Ca n Naples,Florida 34110 FED ID#31-0934851 'UNAPPUED AMOUNTS ARE INCLUDED IN TOTAL AMOUNT DUE INVOICE NUMBER w--- - >+DyEfIT15ER NE0FWATIGtN BILLING IOD C e Ac 0i 1Nf NtitalBF• 4 ?E NUtv18ER,2 ® 3360756 08/27/15 - 08/27/15 063481 iERITAGE BAY COMMUNI Page 13 Imo anui,na.,air 1.)1i .. !)a.Lly NCWL1 Nap!(-n, F.L.: 34110 A1.r_ i.:3e.tv:iC CA. LUL I. Lco ;L3.n .,11J' c!: i)a i a.y News HERITAGE SAY COMMUNITY ?:)EVELOPP'1Ebi'l.' DISTRICT 210 N UNIVERSITY DR # '702 CORAL SPRINGS FL 33071-7320 REFERENCE; 063481 59777126 REQUEST FOR ENGINEER hocfuatt fe,E,,00earItet `mli licailane _ Iiertrove nay Con luniw tiavalapnfunt Dlailet State of Florida the Hf urAGf mi./CI)MMUNITY r}F,V*LQPMfNT 9Dlfthl r l?tI kf f,-rucatrrl In Counties of Collier and Lee Coiner Wwten Florida anitpunias OW t 101( 08tar anyls+kni nqn fMirYUf MI hq ra,,t,irrd on a'talRIntang Dasd, 'INagaslon,l QunNtf•6nglott doll San+Nas 10 onaral .cansdlting sefvicat II,vtIIalftg Bet)fiRL•tirtfl. xtadylttf V1:14 Before the undersigned authority, persor 4nvNO,,Iosi + management ar (rarf,Rdng. Illflntlnl et earwsnit y p tud'aa sfam wrier mfifle emenl btW-.etrrm Inhetltucitno anti eftlI t pe ptalatts �1p e rad Dan ivii;iJa m'_# t, ::�d1r'fi tlrctt he bt:LV farsM!Dnuiq. . Inside Sales Supervisor, of the Naples Da The Narltave nny Connwuey'Devfldminrenl DOM Ietandt to co strati with p p sefetled tenstRantW for the padod al',Novttndter e,fifa It' r:pt Octohet 3t. a daily newspaper published at Naples, in lolb, but may also GA&UQf atllnt saetillta)tt v++ warxk trader=. whkh ark" daflng the WJItO Cl the{brat-yrgs narita3 Iltis it let a RFQ or r,sole eaarce County, Florida: distributed in Collier chmullanI. and Lee counties of Florida; that the atC- REQUESTED EERVIEES AND PRODUCTS Gtminunetinhnsuortuia provided by the District as authorized In OWN, copy of advertising was published in said tg0,rhxrda 9rarrms I rn tt vnw v,hrtR,al p o k¢{une engineering contra ct management and newspaper on dates listed. Affisnt further says that the said Na le DthlpmesaaGnWmgnnd marng he o AR4toma•In mratheJ Wnh nm:astmy farttaa inwivng vanous prtJlettt News is a newspaper published at Naples, i Infheley hu..rwt nmhrlr en id0d tauci, psxlat reports, pkns review, permit roview raaar IltyituditN.ar eNttrfmks wrtlandt and preserves Collier County, Florida, and that the saic t Aryl.li"wpifiv+�ymatlagem m4lmlu Ainghkpt, y e Arllu in axnunt Syplsnl U?,prcwornupt W,.snitnry newspaper has heretofore been cont inuous 1y n Int diun ah belral dr v Dtsfati wdh odtac governmental aycodes and enthirs, htCNrdasaq{.444 hGf Ihafl ta,:tlia Suurh Fbdde Plater Managemene DbG4t,the t14 dl;rlalaat,anti c.s614'r,onnfy day and. has been entered as second class n1 NpD0fitAifta usgmpluetta„ ' matter at the post office in Naples, in a ' a wI>pmehl at�rlF�ttd0 ootiagtttlienttatraq,rettad o fxfuNMne4,ih tlm Ihf t'RT/1 Collier County, Florida, for a period of 1 FORMAT • next preceding the first publication of tl" o lgl„emu IltrR taix{4tf 111 dil In lhe'ganrraltaaat ufgiulft Frupnaar an+J:',igo„i' iDatb a1411i ann t 4, at to Wt L flfr huti,,,,i attached copy o.f. advertisement; and affiar datl , to f artnswufliat utafuu9 tfrrnthh.asraanttaran+ further says that he has neither paid nor Qaal�il#nnf°lF°�h'sffNd(''loewr'µ;"i 'ester{end loliWflt fhIlPi"'`"P 'xe p Balch:pRi�lnxn+tuft(ntrtrnglaia,. promised any person, firm or corporation a ifa lfthgrthte'mWeir,pppoarttf id wilret 'IYtnnnma$totepmSarr1er:t asl0l�lr<ferl L?+:toR Cjntn+Ittlnf S,GUaindf�lt.'a-NegPfliuui4.s Acv,Cp. 16r 1n7 FWn�n discount, rebate, commission or refund for Sla,ut1, pl �tpt(lcpinerefardsemtrii4trxrti faSUlyapdrattw:e �nfanyfrftP p,M. i f taTh7T t) 7U1S..'!p-tho atltrnt an o1 f tivht T,aa.ud. Distna Mat dr. purpose of securing this advertisement for cll:tkty af7sir�;svlealtata HgrlSapa rwr cantnnlnffy Clevelafsmpat Dltxltl.s`41l Cquntr fakar,(Nive.Fln Myrs[i,FlAtitie 390912342a57rrg1. No 7Drca'.,t1 publication in the said newspaper. Aep,nty3l..11jiK . PUBLISEIED ON: 03/27 AD SPA(E: 102 L INl? 2I LEI: ON: 00/27/15 //// S;c)cY:n to and Si.'•bacrited be tore me this 10 day aL SL0E 20 1.; Pt•erf ,na7.. y known by tie :•4).1 t 4 �nMR'PGs^ Minty t'!I lf.,nUIL of Fwroa le j11 citt11)1,I'lta MY Comm asxut I-+'u�U2'r ' o,1C I,,: rO Stantec INVOICE Page 1 042 Invoice Number 953916 Invoice Date September 10,2015 Customer Number 83654 Project Number 215612349 Bill To Please Remit To Heritage Boy CDD Stantec Consulting Services Inc.(SCSI) Calvin Teague 13980 Collections Center Drive 0/0 Severn Trent Services Chicago IL 60693 210 North University Drive,Suite 702 United Slates Coral Springs FL 33071 Federal Tax ID 11-2167170 United States Project Description: Heritage Bay COD FY 2015 Engineering Services Stanton Project Manager. Kennedy,Mike Stantec Office location: Fort Myers FL Authorization Amount: $15.000.00 Authorization Previously Billed: $11.644.75 Authorization Billed to Dale: $12,194.00 Current invoice Due: $549.25 For Period Ending September 4,2015 Due on Receipt Page 15 INVOICE Page 2 of 2 Invoice Number 953916 Project Number 215612349 Top Task 210 FY 2015 Engineering Services Professional Secy Peet Category/Employee Hours Rate Current Amount Bo Gvar,Luis M 3.00 10800 324.00 3,00 324.00 Hardy,Sabina E 0.75 91.00 68.25 0.75 68.25 Martin.Sieven A 1.00 157.00 157.00 1.00 157.00 Professional Services Subtotal 4.75 549.25 Top Task 210 Total 549.25 Total Fees&Disburse meats $549.25 INVOICE TOTAL(USD) $549.25 Page 16 , ,,,,Jr. 3 % .0 Uri • Ilip.c - --a -3°1 bh[ Z A N3., ...k I1 .: � .. . a 8 f t o ■l 4 cJ ;r41, r3 � A P C / t.ud� ,., q q IA N d ri +f f ' � 3: > d cG J1 .3 s F a. i,„.* t { c r (1. s C # V'J V Z i.. IiH e E di 0 o - E Ia Am AA a 1 4'0 RR 2 i:A.+ tin r w,,,B r L1bank. Corporate Trust Services Invoice Number: 4068979 Corporate orpor WN3L Account Number: 210993000 EP MN 60 Livingston Ave. Invoice Date: 08/25/2015 SI.Paul,MN 55107 Direct Inquiries To: MARY ELIZABETH DRIGGS Phone: 407-835-3804 HERITAGE BAY CDD ATTN ACCOUNTS PAYABLE 210 N UNIVERSITY DR STE 702 CORAL SPRINGS FL 33071 HERITAGE BAY CDD 2014 The following is a statement of transactions pertaining to your account.For further information,please review the attached. STATEMENT SUMMARY PLEASE REMIT BOTTOM COUPON PORTION OF THIS PAGE WITH CHECK PAYMENT OF INVOICE. TOTAL AMOUNT DUE $5,334.43 --- - — ----- All invoices are due upon receipt. Please detach at perforation and return bottom portion of the statement with your check,payable to U.S.Bank. Invoice Number: 4068979 HERITAGE BAY CDD 2014 Account Number: 210993000 Current Due: $5,334.43 Direct Inquiries To: MARY ELIZABETH DRIGGS Phone: 407-835-3804 Wire Instructions: Please mail payments to: U.S.Bank U.S.Bank ABA#091000022 CM-9690 Acct#1-801-5013-5135 PO BOX 70870 Trust Acct#210993000 St.Paul,MN 55170-9690 Invoice# 4068979 Attn:Fee Dept St.Paul A8 of an serving you- Page 18 HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT Motion:Assigning Fund Balance as of 9/30/15 The Board hereby assigns the FY 2015 Reserves per the FY15 Adopted Budget less $43,313 (the amount of Erosion Control reserve used in FY15): Reserves—Operating $60,124 Reserves-Erosion Control $ 14,687 *To be approved at 12/03/15 meeting. HERITAGE BAY Community Development District General Fund Exhibit"A" Allocation of Fund Balances AVAILABLE FUNDS Amount Beginning Fund Balance-Fiscal Year 2015 $ 225,698 Net Change in Fund Balance-Fiscal Year 2015 - Reserves-Fiscal Year 2015 Additions - Total Funds Available(Estimated)-9/30/2015 225,698 ALLOCATION OF AVAILABLE FUNDS Assigned Fund Balance Operating Reserve-First Quarter Operating Capital 60,124 (1) Reserves-Erosion Control 58,000 (2) Subtotal 118,124 Total Allocation of Available Funds 118,124 Total Unassigned(undesignated)Cash $ 107,575 Notes (1)Represents approximately 3 months of operating expenditures (2) Represents reserves for erosion control from FY 2009 Annual Operating and Debt Service Budget Fiscal Year 2015 Page 2 LLS Tax Solutions 2172 W.Nine Mile Rd. #352 Pensacola,FL 32534 Tax So Lions Inc. Telephone:850 754 0311 Email:liscott illstax.com October 8,2015 Mr.Alan Baldwin Heritage Bay Community Development District do Severn Trent Management Services 210 N.University Dr.,Ste.702 Coral Springs,FL 33071 $17,490,000 Heritage Bay Community Development District (Collier County,Florida) Capital Improvement Revenue Refunding Bonds,Series 2014 Dear Mr.Baldwin: Attached you will find our arbitrage rebate report for the above-referenced issue for the annual period ended August 12,2015. This report indicates that there is no cumulative rebate liability as of August 12, 2015. The next annual arbitrage rebate report date is August 12,2016. We have enclosed an engagement letter for the next three years of computations. Please sign and return the engagement letter. If you have any questions or comments,please do not hesitate to contact me at(850)754-0311 or by email at liscott@llstax.com. Sincerely, Linda 12. Scott Linda L.Scott,CPA cc: Mr.Sean Julien, US Bank,Jacksonville,FL Heritage Bay Community Development District $17,490,000 Heritage Bay Community Development District(Collier County, Florida) Capital Improvement Revenue Refunding Bonds, Series 2014 For the period ended August 12, 2015 LLS Tax Solutions 2172 W.Nine Mile Rd. #352 • Pensacola,FL 32534 Tax So lions Inc. Telephone:850-754-0311 Email:liscott(a�llstax.com October 8,2015 Mr.Alan Baldwin Heritage Bay Community Development District c/o Severn Trent Management Services 210 N.University Dr.,Ste.702 Coral Springs,FL 33071 Re:$17,490,000 Heritage Bay Community Development District(Collier County,Florida)Capital Improvement Revenue Refunding Bonds,Series 2014("Bonds") Heritage Bay Community Development District("Client")has requested that we prepare certain computations related to the above-described Bonds for the period ended August 12,2015("Computation Period"). The scope of our engagement consisted of the preparation of computations to determine the Rebate Requirement for the Bonds for the Computation Period as described in Section 148(0 of the Internal Revenue Code of 1986,as amended("Code"),and this report is not to be used for any other purpose. In order to prepare these computations,we were provided by the Client with and have relied upon certain closing documents for the Bonds and investment earnings information on the proceeds of the Bonds during the Computation Period. The attached schedule is based upon the aforementioned information provided to us. The assumptions and computational methods we used in the preparation of the schedule are described in the Summary of Notes,Assumptions,Definitions and Source Information. A brief description of the schedule is also attached. The results of our computations indicate a negative Cumulative Rebate Requirement of$(24,830.79)at August 12,2015. As such,no amount must be on deposit in the Rebate Fund nor remitted to the United States Government. As specified in the Tax Certificate,the calculations have been performed based upon a Bond Yield of 3.7987%. Accordingly,we have not recomputed the Bond Yield. The scope of our engagement was limited to the preparation of a mathematically accurate Rebate Requirement for the Bonds for the Computation Period based on the information provided to us. The Rebate Requirement has been determined as described in the Code,and regulations promulgated thereunder("Regulations"). We have no obligation to update this report because of events occurring,or information coming to our attention,subsequent to the date of this report. .CCS'Tax Solutions 9nc. SUMMARY OF NOTES,ASSUMPTIONS,DEFINITIONS AND SOURCE INFORMATION Heritage Bay Community Development District October 8,2015 $17,490,000 Capital Improvement Revenue Refunding Bonds,Series 2014 For the period ended August 12,2015 NOTES AND ASSUMPTIONS 1. The issue date of the Bonds is August 13,2014. 2. The end of the first Bond Year for the Bonds is August 12,2015. 3. Computations of yield are based upon a 27-day month,a 360-day year and semiannual compounding. 4. We have assumed that the only funds and accounts relating to the Bonds that are subject to rebate under Section 148(f)the Code are shown in the attached schedule 5. For investment cash flow purposes,all payments and receipts are assumed to be paid or received, respectively,as shown in the attached schedule. In determining the Rebate Requirement for the Bonds,we have relied on information provided by you without independent verification,and we can therefore express no opinion as to the completeness or suitability of such information for such purposes. In addition,we have undertaken no responsibility to review the tax exempt status of interest on the Bonds. 6. We have assumed that the purchase and sale prices of all investments as represented to us are at fair market value,exclusive of brokerage commissions,administrative expenses,or similar expenses,and representative of arms' length transactions that did not artificially reduce the Rebate Requirement for the Bonds,and that no"prohibited payments"occurred and no"imputed receipts"are required with respect to the Bonds. 7. Ninety percent(90%)of the Rebate Requirement as of the next"computation date"("Next Computation Date")is due to the United States Treasury not later than 60 days thereafter("Next Payment Date"). (An issuer may select any date as a computation date,as long as the first computation date is not later than five years after the issue date,and each subsequent computation date is no more than five years after the previous computation date.) No other payment of rebate is required prior to the Next Payment Date. The Rebate Requirement as of the Next Computation Date will not be the Rebate Requirement reflected herein,but will be based on future computations that will include the period ending on the Next Computation Date. If all of the Bonds are retired prior to what would have been the Next Computation Date,one hundred percent (100%)of the unpaid Rebate Requirement computed as of the date of retirement will be due to the United States Treasury not later than 60 days thereafter. 8. For purposes of determining what constitutes an"issue"under Section 148(f)of the Code,we have assumed that the Bonds constitute a single issue and are not required to be aggregated with any other bonds. -2- SUMMARY OF NOTES,ASSUMPTIONS,DEFINITIONS AND SOURCE INFORMATION Heritage Bay Community Development District October 8,2015 $17,490,000 Capital Improvement Revenue Refunding Bonds,Series 2014 For the period ended August 12,2015 NOTES AND ASSUMPTIONS(cont'd) 9. The accrual basis of accounting has been used to calculate earnings on investments. Earnings accrued but not received at the last day of the Computation Period are treated as though received on that day. For investments purchased at a premium or a discount(if any),amortization or accretion is included in the earnings accrued at the last day of the Computation Period. Such amortization or accretion is computed in such a manner as to result in a constant rate of return for such investment. This is equivalent to the"present value"method of valuation that is described in the Regulations. 10. No provision has been made in this report for any debt service fund. Under Section 148(f)(4)(A) of the Code,a"bona fide debt service fund"for public purpose bonds issued after November 10, 1988 is not subject to rebate if the average maturity of the issue of bonds is at least five years and the rates of interest on the bonds are fixed at the issue date. It appears and has been assumed that the debt service fund allocable to the Bonds qualifies as a bona fide debt service fund,and that this provision applies to the Bonds. -3- SUMMARY OF NOTES,ASSUMPTIONS,DEFINITIONS AND SOURCE INFORMATION Heritage Bay Community Development District October 8,2015 $17,490,000 Capital Improvement Revenue Refunding Bonds,Series 2014 For the period ended August 12,2015 DEFINITIONS 1. Bond Year:Each one-year period that ends on the day selected by the Client. The first and last Bond Years may be shorter periods. 2. Bond Yield:The yield that,when used in computing the present value(at the issue date of the Bonds)of all scheduled payments of principal and interest to be paid over the life of the Bonds, produces an amount equal to the Issue Price. 3. Allowable Earnings:The amount that would have been earned if all nonpurpose investments were invested at a rate equal to the Bond Yield,which amount is determined under a future value method described in the Regulations. 4. Computation Date Credit:A credit allowed by the Regulations as a reduction to the Rebate Requirement on certain prescribed dates. 5. Rebate Requirement:The excess of actual earnings over Allowable Earnings and Computation Date Credits. 6. Issue Price:Generally,the initial offering price at which a substantial portion of the Bonds is sold to the public. For this purpose, 10%is a substantial portion. -4- SUMMARY OF NOTES,ASSUMPTIONS,DEFINITIONS AND SOURCE INFORMATION Heritage Bay Community Development District October 8,2015 $17,490,000 Capital Improvement Revenue Refunding Bonds,Series 2014 For the period ended August 12,2015 SOURCE INFORMATION Bonds Source Closing Date Tax Certificate Bond Yield Tax Certificate Investments Source Principal and Interest Receipt Amounts Trust Statements and Dates Investment Dates and Purchase Prices Trust Statements -5- DESCRIPTION OF SCHEDULE Heritage Bay Community Development District October 8,2015 $17,490,000 Capital Improvement Revenue Refunding Bonds,Series 2014 For the period ended August 12,2015 SCHEDULE 1-REBATE REQUIREMENT CALCULATION Schedule 1 sets forth the amount of interest receipts and gains/losses on sales of investments and the calculation of the Rebate Requirement. -6- W O W O O_ QM Q4 0N Q0 01 07 0M ON 0 . 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O U W 0 W W w 0 000 W 00 W 0 O O O O 0 O N N N r- .- N N N M + N W (n w 8g La?° m0ovn(n ¢ Z (N Z r) Oa N J J LLJ ¢ --m�rn D J O n J _W O ct M O } n v(0 ^C) wpm co a' Z O^7 (NO 1-- Cn LL. ¢ J O ((0 .-(OO (/) < O N` O-ft = off — 0, 0 OO w i `° O O .- O 0) O 0) - 0 0 .-M f7 I,- 0 N- U) zO O Cl rt•• (p O O O W M' M a0 U/) M Z O m N N O N co M Z N a Co a w °oa Q °o F N M w CD u) J ¢ F w ¢ •F U Z d 2 z a) 0 0 1- V. 2 z w M Z w w p H 5 ag E" H w d? ?° o g cc c, K a U j a u. L.L. Z Z w w pa ° < MI- ww M U O ¢ 0 (I) - 2 � Z wQ p Z Z 5p wZ~ ¢ Q Z iiiw W CC � J wF-w Qa o < >ga Z NN I- 0 U p Q o o < W I- 0 ¢ D W ZO. pl- 1- Q a Z O 0 ¢ 7 m � m m0 U. ° O a0U� cLL s 0i t y a -- 1- ZZ w vv Li IOU) W ZD LU ∎ N N N N N 2 p w o V W w „ ow > oo)- Q V J w W -- 1 p -- n 0 W U mmm co, (,) (A U a' CO LLS Tax Solutions 2172 W.Nine Mile Rd. #1352 Pensacola,FL 32534 Tax Soh. Lions Inc. Telephone:850-754-0311 Email:liscottna,l lstax.com October 8,2015 Mr.Alan Baldwin 1-Ieritage Bay Community Development District do Severn Trent Management Services 210 N. University Dr.,Ste.702 Coral Springs,FL 33071 Thank you for choosing LLS Tax Solutions inc.("LLS Tax")to provide arbitrage services to Heritage Bay Community Development District("Client") for the following bond issues. This Engagement Letter describes the scope of the LLS Tax services,the respective responsibilities of LLS Tax and Client relating to this engagement and the fees LLS Tax expects to charge. • $17,490,000 Heritage Bay Community Development District(Collier County,Florida)Capital Improvement Revenue Refunding Bonds,Series 2014 SCOPE OF SERVICES The procedures that we will perform are as follows: • Assist in calculation of the bond yield,unless previously computed and provided to us. • Assist in determination of the amount,if any,of required rebate to the federal government. • Issuance of a report presenting the cumulative results since the issue date of the issue of bonds. • Preparation of necessary reports and Internal Revenue Service("IRS")forms to accompany any required payment to the federal government. As a part of our engagement,we will read certain documents associatcd with each issue of bonds for which services are being rendered. We will determine gross proceeds of each issue of bonds based on the information provided in such bond documents. You will have sole responsibility for determining any other amounts not discussed in those documents that may constitute gross proceeds of each series of bonds for the purposes of the arbitrage requirements, TAX POSITIONS AND REPORTABLE TRANSACTIONS Because the tax law is not always clear,we will use our professional judgment in resolving questions affecting the arbitrage calculations. Unless you instruct us otherwise,we will take the reporting position most favorable to you whenever reasonable. Any of your bond issues may be selected for review by the IRS,which may not agree with our positions. Any proposed adjustments are subject to certain rights of appeal. Because of the lack of clarity in the law,we cannot provide assurances that the positions asserted by the IRS may not ultimately be sustained,which could result in the assessment of potential penalties. You have the ultimate responsibility for your compliance with the arbitrage laws;therefore,you should review the calculations carefully. The IRS and some states have promulgated"tax shelter"rules that require taxpayers to disclose their participation in"reportable transactions"by attaching a disclosure form to their federal and/or state income tax returns and,when necessary,by filing a copy with the Internal Revenue Service and/or the applicable state agency. These rules impose significant requirements to disclose transactions and such disclosures may encompass many transactions entered into in the normal course of business. Failure to make such disclosures will result in substantial penalties. In addition,an excise tax is imposed on exempt organizations(including state and local governments)that are a party to prohibited tax shelter transactions(which are defined using the reportable transaction rules). Client is responsible for ensuring that it has properly disclosed all"reportable transactions"and,where applicable,complied with the excise tax provision. The LLS Tax services that are the subject of this Engagement Letter do not include any undertaking by I,i,S Tax to identify any reportable transactions that have not been the subject of a prior consultation between LLS Tax and Client. Such services,if desired by Client,will be the subject of a separate engagement letter. LLS Tax may also be required to report to the IRS or certain state tax authorities certain tax services or transactions as well as Client's participation therein. The determination of whether,when and to what extent LLS Tax complies with its federal or stale"tax shelter"reporting requirements will be made exclusively by LLS Tax. LLS Tax will not he liable for any penalties resulting from Client's failure to accurately and timely file any required disclosure or pay any related excise tax nor will LLS Tax be held responsible for any consequences of its own compliance with its reporting obligations. Please note that any disclosure required by or made pursuant to the tax shelter rules is separate and distinct from any other disclosure that Client might be required to or choose to make with its tax returns(e.g., disclosure on federal Form 8275 or similar state disclosure). PROFESSIONAL FEES AND EXPENSES Our professional fees for services listed above for the three bond years ended August 12,2016, August 12,2017,and August 12,2018 is$600 for each year. We will bill you upon completion of our services or on a monthly basis. Our invoices are payable upon receipt. Additionally,you may request additional consulting services from us upon occasion;we will bill you for these consulting services at a beforehand agreed upon rate. Unanticipated factors that could increase our fees beyond the estimate given above include the following(without limitation). Should any of these factors arise we will alert you before additional fees are incurred. • Investment data provided by you is not in good order or is unusually voluminous. • Proceeds of bonds have been commingled with amounts not considered gross proceeds of the bonds(if that circumstance has not previously been communicated to us). • A review or other inquiry by the iRS with respect to an issue of bonds. ACCEPTANCE You understand that the arbitrage services,report and IRS forms described above are solely to assist you in meeting your requirements for federal income tax compliance purposes. This Engagement Letter constitutes the entire agreement between Client and LLS Tax with respect to this engagement, supersedes all other oral and written representations,understandings or agreements relating to this engagement,and may not be amended except by the mutual written agreement of the Client and LLS Tax. Please indicate your acceptance of this agreement by signing in the space provided below and returning a copy of this Engagement Letter to us. Thank you again for this opportunity to work with you. Very truly yours, AGREED AND ACCEPTED: LLS Tax Solutions Inc. Heritage Bay Community Development District By: Vd"� By: L'inia L'. Scoff Print Name 6COLoani Q 1.1046 44.0 Linda L. Scott,CPA Title ek-{-4/4944-N -- anp Date: IZ/3/1,5- Agenda Package 131 Heritage Bay CDD Severn Trent Services Field Management Report Site Inspection - 10/21/2015 1. Lake Management:The water level continues to be elevated, however, it is dropping.Algae issues have improved,but weed issues need to be watched so that they do not get out of control.The pontoon base remains tied to the dock of lake 30A.Additional lake maintenance information is found below,all lake issues are low density unless otherwise noted. ,,,,..,,,,:,,,,,i6::::40. - 44,,,,.. ..,„, - ---`'- ``''' .-- ,'',,,,,...,, , g y: a. Algae: 1,3,4, 5, 8,9,10, 11, 12, 14, 15, 18, 19,20,&30B. Great improvement was observed on many lakes this month especially lake 27. 1 D z a Lake 27;:z ,4. },, .Lake 19 4 F �u, E ,424,14,r;, t` s 4 pit. f 9 [ a { , M..' S 1 b. Littorals: Agenda Package 132 i. A palm tree on the south eastern bank of lake 7 needs to be sprayed out. f , 't w , ark ;. q • b 4 -,s 4, ,� t: , ii. Palm trees need to be removed from the lake bank on the north side just west of the driving range and on the north western bank just after the bridge on lake 19. � '`r r" s df'S .�• a .._ Fri , f �' i A'"ef1�ye ,. �� t iV t j . �� "1 e iii. A palm tree remains to be removed from the canna on the west side of lake 20 of off hole#1. a s ors••'V a vu _ g D 4 a i'. - .\iF {t�y v wrt Hei lCaye HOY'VOIt. a 2 iv. There is a palm tree on the north east side of the bank nlge 133 that should be sprayed out. d 4 p!; � 1•1' C V. Spike rush is beginning to grow on the east bank of lake 29. It was previously thought that littorals would not do well in this location because of the rocky soil. - ' w .- 'li tail ':,r- vi. Lake and Wetlands has planted hybrid canna on the north western bank of lake 30A at no charge to the District.The soil is very rocky in this location, but the canna appears to be growing at this point. f.l ':. 1 Frc tit �'3k. F 4'$ ,aX _� � � y ka ti n y !i _ ■ } ti 3 I 1 I Agenda Package 134 c. Rocks: i. The southeast corner of lake 30A continues to be an issue with the weeds.Treatment is necessary. 9/16/15 10/21/15 . ;' - Y -4 ii. The rock banks on north side of lake 30B are free from weeds and are being treated well. i3' K�Y -4,--::',,,,,,,--11 Y `� i ce 4S "i oy 7 , ' x ' +, 4z t - :. � ,:7, .. d. Weeds: The groupings of unidentified weeds on lake 21 are still present and should be sprayed out.Additional weed details are below. ,- a •°t't t ,i',A. �F `5W ritfji-" 4:-...,,'7-74: =-r-f:' 7.4,:-7,--'?.,,4ttr .— '1 . ' - ,....,‘„,1;,, ,, ,,,,v, i,_,, „I'vf [4:.-1,0---_,,,,,,, ,f• n" +� �s i , 0 V, - --•10 r'iM1 1 �c,R, ,, a +i vii. Alligator Weed in Lakes: viii. Brazilian Pepper: No issues observed. ix. Cattails in Lakes: No issues observed. 4 Agenda Package 135 x. Climbing Hemp Vine in Lakes: 17. t w r�1 ,° q '^mac� �t �'` r t xi. Duck Potato in lakes: 7. •6 x ,fit' " ,',,.» '' F^.„ >•,; xii• Hydrilla In Lakes: 7,9, 11, & 15. Lake? Lake9•e n •` a. 444k- .. ''' 1 rlf: ' ., -,,. , 46:3'1=-4*(0,',-..% : ,,,, ,,,,%r`f n ye ---ya _r !r. ' xiii• Illinois Pond Weed in Lakes:6,30A&30B.Treatments will resume once the water levels decrease. 5 xiv. Red Ludwigia in is lakes: 1,3,4, &12. Medium density o�gLAdg�fIfge 136 12,treatment necessary. Lake 3 Lake 12 Ste ° f s '' ,.a S I ` '�" h . g '7� �,. `7e -tom ��>!,,� '-4.,-Z.2.'� � ^« ' xv• Spatterdock in lakes: 1,2, & 12.Treatment is necessary. Lake 2 Lake 12 04 x‘ t =� 0 � X t 1 , rte" _, :q 'fi=r �'f"i i �5�1 1 ! /g? a°'.' 14fF -r R i.. -7.-144-t:eJ -, ' �, _ — _ - t %t'r DAP ^ F e� ` T e' '� r y .„, -.." t ' rat •1 , ti 4 mss✓"'•y } x xvi. Torpedo Grass in Lakes: 1,5, 6,9, 11, 14, 15, 16, 19,20(north bank pictured), 21, 24, &30A. Medium density on lakes 11 &20, high density on lake 6,treatment is needed on these lakes. Lake 6 Lake 20 4 rt z *,^.. " . ,,a s y f:',.':„.,!'.. .g' ' i k ea x , . ri�, f r .`� r izv� t /.t ' Y,R � Ja1b / r l''''', 3 _?1, .r, x� -.y a y +„?,,J- '' e • 'y. _. e. Fish: No issues observed. f. Trash in Lakes: Minimal trash observed, no need for a clean-up. g. Bulkheads: The ferns growing on the nort h side of the wall on lake 19 should be sprayed out to prevent damage to the whalers and lagging.The 6 Board may also consider having the bulkhead pressure washerAq Package 137 treated on a regular basis to extend the life of the wall if this has not already been done. it, or . s a / h. Clippings in Lakes: No issues observed. 2. Dissolved Oxygen(D.O.)Tests:The next tests are scheduled for December 2015. 3. Lake Bank Erosion: a. The washout occurring underneath the cart path on the north bank of lake 1 has been repaired. .. ', � 41#I ' ` :VC ,,,,$"'),414"fr "4-0,,,lWrel 41,00 q, 1 Y 045„ b. The washout on lake 4 just off of the green of hole#13 remains.Adding filter fabric and rip rap would likely repair this area.The estimated cost for repairs is$500.00-$750.00. ' — ' - ''''' ' ''-',''Z'-' --14v ' cit . . > :.4743 $i: ~ per, + r 0 aL ate, :^^ - .. /'E /'`7 A( �...•. c. The attempted repair to the erosion at the bridge on the golf course side of lake 4 is being washed away. Rip rap and filter fabric is recommended. 7 The homeowner's side of the bank in this area that was dama�� y ge 138 painting company has not been repaired,but it seems that no significant damage was done and that the lake bank will recover as the grass grows. � � ,, 't` wr �ZS. ;.. as 6 6 S4 il� '4R , ' i .yam` , ,, ; , ''.".,' is ro t r d. Erosion is still present on the golf course side of lake 14 next to the#9 tee box. Estimated cost of repairs is$500.00 for filter fabric and rip rap to be �.(., installed. 41 "J'fp• , v j s .a'4 �+4/k 4 L. yy T.r�y t,,r' �� '? �xk. '�i LEA i . p Q .fir' A. n -`'' ! i `} I rte. ° '� i f flare.. asp .1 t4.. e. Deep ruts were observed on the north western edge of lake 17, likely due to a mower. a, t'! I, €t r 5 8 f. The washout just off the cart path on the golf course side of la� PA age 139 recently been repaired with new rip rap. 4/14/15 10/21/15 ? �'? shy� v . t. * 1 <. }.+�3 ' i `sr 4 a r ° fi(i . a 4 4: ' k i a , � "r,y`#4.` tt _" — t i 6,4 , rd F t g. Erosion is occurring due to runoff from the golf course sprinklers in the flower bed on the north corner of Lake 20.This issue is on the homeowner's side of the lake and the estimated cost of repairs are $500.00 for filter fabric and rip rap to be installed. a, a 5 _ i a ti i .. i 0 ,t-- tz # F*, ..ate <W,?7; ' ,;'1. ? ys; '^ s K' ;r +�y .air: �PdT F�ti" 4.T 9 Y YI' ,'i"4- Hei,, ,.e: • � 'T' Y} �' ?^ h. A new concrete pad has been poured beside the sidewalk on the eastern bank of lake 30A,but no disturbance to the lake bank was noticeable. r , y v V 9 4. Storm Drainage System: Agenda Package 140 a. Control Structures: i. The shrubbery covering L5L6 has been cut back. 9/16/15 10/21/15 , p ,'- . Nitoixitim.... ' '-',.. .0.741 '''''.*=4*'-..-"-t="::4:*t-i',It ' , V-- ..-...7%----1"*",, At 's' 41 4 = ,e4,.--- -44.14$'"Y, , ' . - if.4 I r- i-' - _.,-:,- \- ?It ii. The cattails in structure W2L30 have been sprayed out. 9/16/15 10/21/15 d CL x'z ..4...1‘ i a §� k A :s Ram, =., " � ro * °. 'Sf 4 -4 b. Drains:The landscape crew is doing a better job of trimming around the drains. No issues observed this month. 9/16/15 10/21/15 t4 y &t ( „ �a o 4 4t A� P sp; , * ';',,-.,4W.,4,,*,,q,"Fe-:e.t1?-,t4"7,"'tT-I'''':11'4 1:-4:,,,,-:;''' **14441,..'; ',-;',,':_,L.:*,,,, itr: 0, 4...,_ ,..„,-,;,,,,...,,,,„.„. ,,, :,,,, , ,. ...izol;. „.,,,, 4;:y...... ....i, , . -,. ,,,,,,;_,-4.,;;,,..-„,„ , , ,. i....fismc,i_r:-.... ..•;.. ,, ,,;, -„,, ,..„. ., , ,.#.&,,,,..... , 4, i ,..,,. \-4. .,„. .. '(4 i . ,1 ':.,,,-,,,,,,kt„;:.4 .4,,,,,':'",.#1:, , ti,ilfro' "i,i,vi?'41:4ftit: , -; "'t„,,,,,, c. Roadway Catch Basins: No issues observed. d. Catch Basins:No issues observed. e. Inter-Connect/Drain Pipes:No issues observed. 10 f. Illicit Discharges: No issues observed. Agenda Package 141 g. Lake Drainage Pipes:A pipe was found floating on lake 18.This has been added to the list of pipes that need to be addressed. .. f +3 t� t 1' t i I� �P� X55 ‘it 4 S. Fish/Wildlife Observations: ® Bass n Bream I I Catfish n Gambusia ® Egrets ® Herons I I Coots ❑Gallinules ®Anhinga ❑Cormorant ❑Osprey ® Ibis Woodstork _ Otter ®Alligators ®Snakes (l Turtles E Other Species: Hawk 6. Residential Complaints/Concerns: No issues reported. 7. Non-CDD Issues Observed: a. We have contacted the Southwest Florida Water Management District regarding our concerns of the Brazilian pepper that is growing rampant along the northeastern property line the CDD shares with them.They appear to be willing to address this issue. We will continue to monitor this area. . � •,:,;„,,,, .,4-73,i, e' w. mw.- s .v + `x '' "F pp �` " "*,, 4. „k t -48 ` : ` \ i f;, r � 4 • .H � ,,it*,,., � it i - ail �. f a 1 ,} f� �; �' .i Y t, R ' x1 i4: � rfi"�.Oe� 9 k .. i n gyp, 11 b. The pile of rip rap and trash remains on the southwest cornerRje $ alge tae the western section of the lake. �"'F"' "�,. �� f .fix R i 6. '� .. r g ig!li. "i'k".1.F„e,,e,lt .,,l''„r 4,40'..,:e.„.: ir-:' 0,.---. aiir , 4;,..,:;', c. The broken irrigation riser on the south west corner of lake 11 off of hole #8 has been repaired and the erosion area filled back in. 8/26/15 10/21/15 �y"�" 41,114'449 SE ,n 1 �j�' €n , z� ,� t -� /4'1,14 ¢r lit-- .5 d. Several light poles are damaged at the base along Siesta Bay Drive. C yy it--' Va.4,,,w t r',•%`11.4tP1 , ,, sititi _.. 4 A \it, 12 e. The downed tree is still present behind the townhomes on the/ ��F rye 143 corner of lake 30B.A strip of grass on the western side of the townhomes has also been killed,this may be from the lake maintenance crew. We will monitor this area to ensure the grass recovers. A�� } 'Cfi',a` � y ,nom t 5.: ue ?� y ' i '. t* "C a i as .,,, . . s • �V w y - f�ybw:.: % s 4 0 f. A new royal palm has been planted on the southwest corner of lake 30A near the dock. 13 g. We are still working with the Engineer for the LaMorada proje& e� CAe 144 are seeking to bring resolution to our concerns with the small trees that have been installed.The walking path has been recently paved and spike rush is growing very well once again in tract U. }ttry j i\ ";-^744 , h. It appears that the Quarry CDD is working on our request to remove the Brazilian pepper on the southwest corner of lake 30B.We will continue to monitor this area. r r k!:). rp i . i ,y a • d oy , ` `iµ r•+ n 2 r ' 1 3 14 Agenda Package 145 8. Follow up items: Heritage Bay CDD Follow Up Tasks Summary Follow Up Task Reported On Assigned Action Completed Erosion on lakes 1,2,4,5,6,10,12,14,17,19,22,23,24,30B 11/25/2014 Floating Pipes lakes 2,5,7,8,9,10,11,13,14,17,18,19,24,26 9/25/2014 1 removed,18 added Repair broken pipe on lake 3 5/27/2015 Golf Course In Process Repair pipe on lakes 5/27/2015 Golf Course In Process Remove trash on the bank of lake 2 7/15/2015 Golf Course Repair irrigation riser on lake 11 causing erosion 9/16/2015 Golf Course Completed Field Manager Tasks Inspect video of interconnect recordings 9/25/2014 Completed Write letter to The Quarry requesting removal of Briziliian Quarry Community 10/17/2014 In Progress Pepper Trees Associaiton . GolfCourse trimmings in the lakes : 10/17/2014 Golf Course Discuss with Superintendent when water recedes Lake Bank Review On Gaing Littoral Planting Reviews On Going Erosion Restoration Site Visit Completed Southwest Contact Southwest Development regarding la ke 27 repair 7/15/2015 In Progress Development COD Contractor Tasks Spray out weeds on 30A&In control structure W2L30 8/26/2015 ' Lake&Wetlands In Progress Address algae concerns&various weed Issues on lakes 2,5, 9/16/2015 Lake&Wetlands In Progress 8,10,11,12,20,21,&27 Spray out palm on the west bank oflake 20 9/16/2015 Lake&Wetlands Spray out palms on the north bank of lake 19 ' 10/21/2015 Lake&Wetlands Spray out palms on the north east bank of lake 23 10/21/2015 Lake&Wetlands Spray out ferns on the bulkheads of lake 19 10/21/2015 . Lake&Wetlands Treat torpedo grass on lakes 6,11,&20 10/21/2015 Lake&Wetlands Treat red ludwigia on lakes 3&12 10/21/2015 • Lake&Wetlands HOA Contractor Tasks Homeowner Cornplalnte/Concerns • • it 15 Heritage Bay CDD Severn Trent Services Field Management Report Site Inspection - 11/18/2015 1. Lake Management:The water level • continuing to drop in the lakes and water will soon stop flowing out the two outfalls.Algae issues have continued to improve with the cooler weather.The pontoon base has been removed from the dock of lake 30A.Additional lake maintenance information is found below,all lake issues are low density unless otherwise noted. ,';',-AA.. ,;;:i;.::44,11W''''''r,,,:'' ,^ \',1'.. ' '. ''''''''''' 1•, 3,..--°'.•-•::::.: 17*, 4-•:`,441. 21:t til,,4 ryrr _ a. Algae: 1, 2,4, 5,&27.Continued improvement observed with algae issues. b. Littorals: I. Palm trees remain to be removed from the lake bank on the north side just west of the driving range and on the north western bank just after the bridge on lake 19. ° vkro - P- . Y k df b ,' y, ` ' a t y $ b *Y pet,' � ' x� c ....4--0-, ' .r,?s Ax ,r • ,?r' 1 II. A palm tree remains to be removed from the canna on the west side of lake 20 of off hole#1. , i L. Herif g.'Ryiy'f nu `i},E C f y Club` • n tx 0 iii. There is a palm tree on the north east and north sides of the banks on lake 23 that should be sprayed out.•c � a a ,..*., ..0 fir '.7.7.,- - , ,,,,t,,- ,,-,-,,,,k.,,,,_, 't■,, 1 /X,... .--. ..;_• iv. There are several small palms growing on the bank of lake 24 that need to be sprayed out. wt *"s rt ',,Kik 'aw' as ,ya S 4d3 .; _ Y ( Y -....!,.°.-r) .�;'�' ab- y .„, b r F 3; w i[ ;:� _ `.^. wry .. tie 2 v. The new canna planted on lake 30A appears to be growing well.•� {' „f 7' .Awe+ ''.;44-' 4 PF�d4 ;Y d r3 i „ sr 0 $ R , `4,, f t u .a ,4'�� kit` c. Rocks: i. The southeast corner of lake 30A has been treated, however, a few individual plants still remain after the initial treatment. Ongoing treatment needs to continue. 10/21/15 11/18/15 . ._ - ,1 r , .a. z i "�, , ,F-".tom ,.,-, �s�. & ,. , "tA te, ss•.. ,� d. Weeds: The groupings of unidentified weeds on lake 21 have been sprayed out. Additional weed details are below. 10/21/15 11/18/15 �{1 1,i, Ai x 7.--- v.'',,1/0.--_. 411tr ' ' ' f ,, ,,...1; ,' : ', ,---' .- .,40, - „t.,„:.,,,,,„,..`,'.,...,-'„.',."„- '. -----"---..-,.-,....,' t.'el::: ,,, ;IT-9r tq't,,W-1!-t. -' 't..., ,.4-d It,;,,%Z-1,, ,„Z:-. :7,,,P7/4 ,,..,, '14.,..-:',"°-,i_.! ',kNtr-,, „--74"...ti`.., 4"4-.-- c,,/,'''"""' - ' ---"`‘.'-'-,"','`"' - ''' ''' it s si/i " ` � ' rte' 41'1'b'. ftgiltfa,15,1' s t 1 " kN� '- ? J. i s.. � 3,. :t _� t ", kv. t . t fA ,.z.-,Y/'.. 1P - R vi. Alligator Weed in Lakes: No issues observed. vii. Brazilian Pepper: No issues observed. 3 viii. Cattails in Lakes: 1. w ' --...--",=*=,,#!,#=',„, - ,,'"47ZA";,. ''-',.`"".-7.. , e. : ,,,_,..„..,_.. ..,,,_... ",,,,,, ,,. , _ _._ ___,, „ , ..,....„,... , . .......... ,, ; *,,,,,,.,„ , ,_ _ ___ ,,,. . _ ... .„. ¢ a s 3 i , r } l ! ix. Climbing Hemp Vine in Lakes: No issues observed. x. Duck Potato in lakes:7,8,9, 11, 12, 19,26,&30A. xi. Hydrilla in Lakes: 7. xii. Illinois Pond Weed in Lakes: 5,6, 10, 11, 12, 19,20, 26,30A& 30B.Treatments need to begin to combat the growth that is beginning to form in the smaller lakes.The presence is small, but if not treated will continue to spread. Lake 5 its'; " 4:',',54404*.; to 'fir i'°' » ♦.hy xiii. Red Ludwigia in lakes: 1,3,8, 10, 11, &12. xiv. Spatterdock in lakes: 12.Treatment is necessary. 4 xv. Torpedo Grass in Lakes: 2,6,9, 10, 11, , 23,30A,& 17, 19, 20, 21tion. 30B. Lake 6 was much improved from the last inspec 10/21/15 11/18/15 ,• � ` z fit u^ { e. Fish/Aquatic Life:A dead turtle was found in lake 11. � 'v 4 --;-7.-: . -sue: Y ° s . q�,. hT «-+-"ydnr $.�'" f. Trash in Lakes:Minimal trash observed, no need for a clean up. g. Bulkheads: No issues observed. h. Clippings in Lakes: 17&27. Presence was very minimal on both.The Golf Course is now using a new technique to try to minimize the amount of grass clippings in the lakes. 3ar 7 S �? _ R {{its. f s' Y 7i '' ,�xY y�• Y w a ti‘41 1 i ' —1'.'� Ai■± $.f' Sr,C� $ a ia. A 2. Dissolved Oxygen(D.O.)Tests:The next tests are scheduled for December 2015. 5 3. Lake Bank Erosion: a. An irrigation line break was casing a washout on the southeastern bank of lake 5. Buttonwood was notified of this issue while on site during the inspection. . 1 b. Rip Rap has been added along the cart path on the southwestern corner of lake 19.This rip rap will possibly help to keep the drain basin from filling with debris and clogging. Z +s`, v} } ,,.4 _ 1 s C. A washout is forming on the west side of lake 19 just north of the tee box.A repair is not necessary now, but this area needs to be watched. t ce I r h N ' f t�� „� q. �_ _yam_. 6 d. It appears that fish have burrowed underneath the western most flume on lake 22 during the high water levels.The area should be back filled to prevent damage to the flume. Estimated repair cost is$250.00. ,,,,. "~ k r. y ,� / 6 ! 4. Storm Drainage System: a. Control Structures: i. The weeds on the rocks of structure W2L30 need to be sprayed out. 1 , •$;ger ; . ---s-f---- • -ta,,,rt,l' 5'1 it, 'frG&g'j'4: ^,r''t Y i 0,--',4.s. t ° ' "„ L' ; -' ' . M �V.,p * g u■T 'y4 r� $ <„ ' ' _t- .,*c i F At*, ' -, t` r- 'ors b. Drains:A drain next to the maintenance building was repositioned back in place and is now sitting properly. r -J .. f. "r?ya ” � ¢14� *z-" +e e+ ` F� r. , r to ......„,i/ ¢ e , zxt , c. Roadway Catch Basins: No issues observed. d. Catch Basins:No issues observed. e. Inter-Connect/Drain Pipes:No issues observed. 7 f. Illicit Discharges: No issues observed. g. Lake Drainage Pipes: No issues observed. 5. Fish/Wildlife Observations: ❑ Bass ® Bream ❑Catfish ❑Gambusia ® Egrets ® Herons ❑Coots (l Gallinules ®Anhinga ❑Cormorant ❑Osprey ® Ibis ❑Woodstork n Otter ®Alligators ❑Snakes ®Turtles ❑Other Species: Duck 6. Residential Complaints/Concerns: One complaint was received regarding the presence of pond weed on the recreational lakes.The resident was informed that treatments would begin again very soon as the water level drops. 7. Non-CDD Issues Observed: a. We are continuing to work with staff from the Southwest Florida Water Management District to have the Brazilian pepper removed from the property adjacent to the northeast corner of the District. b. The pile of rip rap and trash remains on the southwest corner of lake 2 on the western section of the lake. �+ wt I a ss?x < "". ,_; , `. , ` ^ a i !`‘f g v V: � 7� f X p $y c. There are two dead trees behind 10111 Biscayne Lane on the golf course berm that should be removed. fix: mgr i,`' I' t- s d. The stop sign next to the cross walk by the practice green is peeling and needs to be repainted soon. or *, .} { 6j f • rC e. The metal support wires on an oak off of lake 23 are loose and lying on the ground presenting a safety hazard for those working around the lakes.The wires should be cut and removed. t $ -d -A. a,p 1' 1 4 f' ,a _Z } Y� a Q k f. The downed tree behind the townhomes on the northwest corner of lake 30B has been re-positioned.The strip of dead grass on the western side of the town homes appears to be coming back slowly. `°' 1 fi i� 9 'e, i 1 1t i>fi , ,t,,.'''-','.':A '' 5 :. ', c'•:.Yi Row,K.. r #'r :asir a+^.,t .,-/.1,-;/,...,'. f 1 r g. The Engineer for LaMorada reported that updates to berm plantings in front of tract U will be performed soon.We will continue to follow up until the repairs are made. h. A bench has been installed on the concrete pad on the east bank of lake 3OA. y } r t' '' x ,, sf i s i. Erosion is occurring on the base of the animal bridge that connects wetland W1 with W2 behind Escambia Bay Court. No immediate issue exists, but this should likely be repaired before the next rainy season begins. -, ,,, ,,,, , ...:-z' : ,-;,..- --A, ....151.,,ir-'7',-vc-74#1i,,,-.4 4 ,,,.. ,.--,,, , , ,„,,,,,,:. , , 1 ..tr,,-,-1,4:,":11- *,,"#.,k,' ',kik- I`,. ' , ',,,,,4 ' "i, w+ ,� ,r+ 4'1,4r.a y.;. r :. x _ r a ,e ra \� ( w x � y I 'I,' 4,0v..., ik- "t....it.0,..1'... --Y om, •+". 1 . .-,. ,,„1 )17,,k,. .. _..__÷.....,41:,...„1,..t..44„,...ki,,,, .3*,-,::, ,_:.,,4,a 10 8. Follow up items: Heritage Bay CDD Follow Up Tasks Summary Follow Up Task Reported On Assigned Action Completed Erosion on lakes 1,2,4,5,6,10,12,14,17,19,22,23,24,308 11/25/2014 Floating Pipes lakes 2,5,7,8,9,10,11,13,14,1748,19,24,26 9/25/2014 1 removed,18 added Repair broken pipe on lake 3 5/27/2015 Golf Course In Process Repair pipe on lake 5 5/27/2015 Golf Course In Process Remove trash on the bank of lake2 7/15/2015 Golf Course Field Manager Tasks Inspect video of interconnect recordings 9/25/2014 Completed Write letter to The Quarry requesting remove l ofBrizillian Quarry Community 10/17/2014 In Progress Pepper Trees Associaiton Discuss with Superintendent when Golf Course trimmings in the lakes 10/17/2014 Golf Course water recedes Lake Bank Review On Going Littora I Planting Reviews On Going Erosion Restoration Site Visit Completed Southwest Contact Southwest Development regarding lake 27 repair 7/15/2015 In Progress Development CDD Contractor Tasks Spray out weeds on 30A&in control structure W2L30 8/26/2015 Lake&Wetlands Completed Address algae concerns&various weed issues on lakes 2,5, 9/16/2015 Lake&Wetlands Completed 8,10,11,12,20,21,&27 Spray out palm on the west bank of lake 20 9/16/2015 s Lake&Wetlands Spray out palms on the north bank of lake 19 10/21/2015 Lake&Wetlands Spray out palms on the north east bank of lake 23 10/21/2015 Lake&Wetlands Spray out ferns on the bulkheads of lake 19 10/21/2015 Lake&Wetlands Treat torpedo grass on lakes 6,11,&20 10/21/2015 Lake&Wetlands Completed Treat red ludwigia on lakes 3&12 10/21/2015 Lake&Wetlands Treat the various plant issues on lake 12 11/18/2015 Lake&Wetlands Spray out the palms on the west bank of lake 24 11/18/2015 Lake&Wetlands Spray out the weeds in the rocks on control structure W2L30 11/18/2015 Lake&Wetlands HOA Contractor Tasks Homeowner Complaints/Concerns Jim Vermeulen-Concern w/Illinois pond weed growth Lake&Wetland treatment to begin as water level drops 11