12/30/2015 Agenda S OffOWT
/I 2--4
Heritage Bay Community Development Di . ict_� 1
Board of Supervisors
Edwin Hubbard,Chairman Calvin Teague,District Manager
Ronald A.Grant,Vice Chairman Gregory Urbancic,District Counsel
John May,Assistant Treasurer
Dennis Gagne,Assistant Secretary
Richard Brodeur,Assistant Secretary
Special Meeting Agenda
December 30,2015—9:00 a.m.
1. Roll Call
2. Public Comments on Agenda Items
3. Discussion on Lake Bank Modifications Requested by the HOA
4. Discussion on Engineering Contract
5. Supervisors' Requests and Audience Comments
6. 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
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Notice of Special Meeting
Heritage Bay
Community Development District
A special meeting of the Board of Supervisors of the
Heritage Bay Community Development District to discuss lake
bank modifications requested by the HOA, the final District
Engineering contract, any other matter that may be property
presented before the Board is scheduled to be held Wednesday,
December 30,2015 at 9:00 A.M.in the Heritage Bay Clubhouse,
10154 Heritage Bay Boulevard,Naples,Florida.
The meeting is open to the public and will be conducted
in accordance with the provisions of Florida Law for Community
Development Districts.The meeting may be continued to a date,
time and place to be specified on the record at the meeting.
A copy of the agenda for this meeting may be obtained from
Severn Trent Services,210 N.University Drive,Suite 702,Coral
Springs,Florida 33071.
There may be occasions when one or more Supervisors
will participate by telephone. At the above location there will be
present a speaker telephone so that any interested person can
attend the meeting at the above location and be fully informed
of the discussions taking place either in person or by telephone
communications.
Any person requiring special accommodations at
this meeting because of a disability or physical impairment
should contact the District Office at(954)753-5841 at least two
calendar days prior to the meeting.
Each erson who decides to appeal any decision made by the
Board with respect to any matter considered at the meeting is
advised that person will need a record of the proceedings and
that accordingly,the person may need to ensure that a verbatim
record of the proceedings is made,Including the testimony and
evidence upon which such appeal is to be based.
Calvin Teague
District Manager
December 22,2015 No.849669
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II
December 10, 2015
To: Ed Hubbard Chairman, Heritage Bay Community Development District
On behalf of the Long Range Planning Committee and the Heritage Bay HOA, I am requesting
that the CDD complete a preliminary investigation into the feasibility of expanding the current
golf practice facility South, by building a bulkhead and displacing a small portion of the capacity
in CDD Lake 19(aqua range). I understand that you have been provided a copy of the proposed
golf practice area expansion plan, and the calculated amount of water that will be displaced by
the project.We request that this preliminary investigation start immediately, since the HOA
Board will shortly be debating upon the scope of the capital plan that we wish to put to a
member vote in March. In order for the Board to include the expansion of the golf practice area
in the capital program,we need to have a preliminary indication that the impact on Lake 19
would be acceptable to the CDD and other authorities having jurisdiction(SFWMD etc.).
Since we are not at the stage of having an approved project,we want to keep all expenses
associated with the development of the capital program to a minimum. In the unlikely event that
there are financial expenditures associated with this request, I am authorizing an expenditure of
up to$1,000 at this time to be born by the Heritage Bay HOA. If it is identified that the costs
associated with this preliminary investigation will exceed this amount, please advise me as soon
as possible so the Board can consider how best to proceed.
Should the project be approved, expenses associated with work related to the expanded
practice facility, which will include installation of the bulkhead, placement of fill to match
the current elevation of the practice facility, and grass planting and/or landscaping will be born
by the Heritage Bay HOA.
Finally,we ask that you, as Chairman of the Heritage Bay CDD,document.the position of the
CDD and all authorities having jurisdiction on the acceptability of the proposed expansion to the
LRPC and HOA. Further,we request that you clarify, in the form of a revised Memorandum of
Understanding between the CDD and the HOA, the CDD position regarding which party will
have responsibility for the expenditures associated with the bulkhead and/or modified lake bank
maintenance.
Thank you for your support,
Bob Lukas
Vice President, Heritage Bay HOA Board of Directors
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SPECIAL MEETING-CDD BOS 12/30/15
SUBJECT: HOA PROPOSED LAKE BANK MODIFICATIONS FOR GOLF PRACTICE FACILITY
Discussion items and timeline of"how we got to where we are now":
October 2015: Green Committee presented proposed golf practice facility to the LRPC
-GC and LRPC had been consistently advised that before any proposals could move forward
they must be reviewed with and approved by the CDD as we own this lake
November 2015: LRPC made the formal golf practice facility proposal to homeowners
December 8: EH sent a letter to Don Porter, Chairman of the LRPC, requesting a formal
request from the HOA as I needed to present the plans to the CDD in a formal setting for
approvals
December 10: formal request received from Bob Lukas for the CDD to discuss the proposal
and advance a position — IN (kVNOA rOVANG
December 11: meeting held with SFWMD to discuss options and how best to proceed
-attended by EH,Justin Faircloth and Josh Lockhart of CPH (our engineering firm)
-SFWMD advised of 3 potential options, with option 1 being a simple 'letter modification"
if no impact on the lake "water quality" was determined. Option 2 would be required if the
proposed "water quality" i.e. water volume, is impacted and this would also require a "letter
modification"with proof that the related water volume taken up by the construction would
be replaced on a 1:1 basis with a 6:1 new lake bank slope. This option 2 usually takes up to 30
days for approvals once the request of SFWMD is made. Option 3 requires a "full permit
modification".
-Josh Lockhart advised us, after reviewing the actual "basin 3" make up, that the "wet
retention volume required (actual feet)" and "wet retention volume provided" indicated that
there is NO excess water volume available and we must proceed with option 2; i.e. make up
the lost water volume somewhere in basin 3 (lakes 13-27)
NOTE: actual water volume as measured by the actual lake bank circumference vs. actual
water depth. Important distinction.
December 14: (BOS received this communication as well) EH sent a letter to Bob Lukas
advising him that we must proceed with option 2 as we need to make up the lost water
volume, calculated at 0.19 acres or 8211 square feet.
-EH also advised Bob of our planned special meeting of December 30 and encouraged Bob
to convene a meeting with all parties present to determine IF the HOA wished to proceed with
this requirement OR terminate this proposal
December 23: A meeting was held at the request of Bob Lukas and the decision was made to
proceed with this proposal.
-Attending this meeting from the CDD was Justin Faircloth, Jeffrey Satfield of CPH
Engineering, and myself. Other attendees represented the HOA board, the Long Range
Planning Committee, T.K. Matthews, Kevin Schaal, Gordon Lewis, golf course designer, and the
Green Committee.
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Conclusion of the meeting: �� � J t a o deo or
-the Green Committee was charged with finding a suitable spot or spots to remediate the
lost water volume and a decision is forthcoming. Gordon Lewis to look at all options with lake
19, aqua range lake, being the preferred lake to work on. Plans to be back by w/o January 3.
-the HOA was advised that the CDD has already spent about$1000, the upper limit of
dollars to be covered by the HOA as identified in Bob Lukas letter dated December 10 and he
indicated he would pay for this amount PLUS any dollars spent on behalf of this continuing
study. CPH to bill the CDD and CDD to request payment from the HOA.
-Green Committee and Gordon Lewis to define the scope of work to help CPH keep the
overall costs to a minimum
-CPH, when requested, to work with the HOA and ensure that ALL remediation work
meets the SFWMD requirements and then work with the CDD when requesting the formal
"letter of modification". CPH can utilize the expertise of Glase Construction as well when
identifying likely areas for remediation and that the required volume of water can be achieved
in the identified area(s).
Overall comments from the Chairman:
-work will be overseen by CPH to ensure all requirements are met and building a bulkhead
will in fact alleviate any washout issues going forward. Furthermore, rebuilding a lake bank,
with littorals, and at a 6:1 slope will only enhance the lake bank being reconstructed.
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AGREEMENT FOR PROFESSIONAL ENGINEERING
SERVICES WITH
CPH, INC.
THIS AGREEMENT made and entered into the_day of January, 2016 by and between the:
Heritage Bay Community Development District
5911 County Lakes Road
Fort Myers,FL 33905
, hereinafter referred to as the"CLIENT"and:
CPH, Inc., a Corporation. whose principal address is: 500 W. Fulton Street, Sanford, FL 32771, and
whose local address is 2216 Altamont Avenue, Fort Myers, FL 33901, hereinafter referred to as
"ENGINEER".
The CLIENT and ENGINEER are collectively referred to herein as the"parties".
WITNESSETH
WHEREAS, the CLIENT desires to retain the ENGINEER, in accordance with the applicable
provisions of law, to furnish general consulting services that may including engineering, surveying,
planning, architectural, environmental, and/or landscape architectural services and to perform those tasks
outlined and described in Section 2, hereof, and as specifically set out in Work Orders to be issued under
this Agreement;and
WHEREAS, the CLIENT desires to employ the ENGINEER for the performance to support the
activities, programs and projects of the CLIENT upon the terms and conditions hereinafter set forth, and
the ENGINEER is desirous of performing such services upon said terms and conditions;and
WHEREAS,the ENGINEER hereby warrants and represents to the CLIENT that it is competent
and otherwise able to provide professional services to the CLIENT;and
WHEREAS, all submissions submitted by the ENGINEER in its bid/RFP/RFQ are hereby
incorporated herein to the extent not inconsistent with the CLIENT'S solicitation for the services described
herein.
NOW, THEREFORE, in consideration of the mutual covenants and agreements hereinafter
contained and other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged, it is agreed by and between the parties hereto as follows:
1
SECTION 1: GENERAL
1.1 The term "ENGINEER" as used in this Agreement is hereby defined herein to include all
principals of ENGINEER including, but not limited to, full time employees, professional or
otherwise, and all other, agents, employees and/or subcontractors retained by ENGINEER to
perform its obligations hereunder.
1.2 This Agreement is for continuing professional engineering services for CLIENT projects. It is
anticipated that separate projects will be required of ENGINEER during the term of this
Agreement.All capabilities provided by the ENGINEER are available for service to the CLIENT.
1.3 The recitals herein are true and correct and form and constitute a material part of this Agreement
upon which the parties have relied.
1.4 Each party hereto represents to the other that it has undertaken all necessary actions to execute
this Agreement, and that it has the legal authority to enter into this Agreement and to undertake
all obligations imposed on it.
SECTION 2: SCOPE OF SERVICES
The ENGINEER shall diligently and in a professional and timely manner perform the work included in
each Work Order.
2.1 WORK ORDERS"SCOPE OF SERVICES"
Projects to be performed by the ENGINEER, as defined in this Section shall be authorized in a written
Work Order issued by the CLIENT in a form similar to Exhibit B. Work Orders by the CLIENT shall
include a detailed project description with an anticipated completion schedule. Prior to the CLIENT
issuing the Work Order, the CLIENT may direct the ENGINEER to submit to the CLIENT a"Proposal"for
the Work Order. The ENGINEER's Proposal shall include a detailed scope of services for the Work
Order, a proposed method of compensation,and the ENGINEER's proposed schedule of completion, and
a listing of special reimbursable expenses. The ENGINEER shall review Work Orders and notify the
CLIENT in writing of inadequacies for CLIENT's correction, if warranted.
2.2 CHANGE ORDERS
Revisions to any Work Order shall be authorized in writing by the CLIENT as a Change Order.
Each Change Order shall include a schedule of completion for the work authorized, compensation, and
methods of compensation. Change Orders shall identify this Agreement and the appropriate Work Order
number. The Change Orders may contain additional instructions or provisions specific upon certain
aspects of this Agreement pertinent to the work to be undertaken. Such supplemental instructions or
provisions shall not be construed as a modification of this Agreement. Agreement between the parties on
and execution of any change order shall constitute a final settlement and a full accord and satisfaction of
all matters relating to the change and to the impact of the change on unchanged work, including all direct
and indirect costs of whatever nature, and all adjustments to the ENGINEER's schedule.
2.3 MEETINGS
At the request of the CLIENT or the CLIENT's designated representative, CPH shall attend routine
meetings to represent, make presentation, or otherwise support a CLIENT request. All meeting shall be
billed directly to the CLIENT on a "time and materials" basis following the fee scheduled attached as
Exhibit"A".
2
SECTION 3: ENGINEER'S RESPONSIBILITIES
3.1 The ENGINEER shall be responsible for the professional quality, accepted standards, technical
accuracy and the coordination of all services furnished by the ENGINEER under this Agreement
as well as the conduct of its staff, personnel, employees and agents. The ENGINEER shall,
without additional compensation, correct or revise any errors or deficiencies in its work product for
each specific Work Order. The ENGINEER shall work closely with the CLIENT on all aspects of
the work and services.
3.2 Neither the CLIENT's review, approval or acceptance of, nor payment for, any of the services
required shall be construed to operate as a waiver of any rights under this Agreement or of any
cause of action arising out of the performance of this Agreement and the ENGINEER shall be
and remain liable to the CLIENT in accordance with applicable law for all damages to the CLIENT
caused by the ENGINEER's negligent performance or failure to perform any of the services
furnished under this Agreement.
SECTION 4: CLIENT RIGHTS AND RESPONSIBILITIES
The CLIENT shall provide the services described below in a timely fashion at no cost to the ENGINEER.
4.1 The CLIENT shall furnish a CLIENT official representative, as appointed by the designated
representative, to administer, review and coordinate Work Orders and/or Meeting Requests.
4.2 The CLIENT shall make CLIENT's personnel available where, in the CLIENT's opinion, they are
required and necessary to assist the ENGINEER. The availability and necessity of said
personnel to assist the ENGINEER shall be determined solely at the discretion of the CLIENT.
4.3 The CLIENT shall examine all of the ENGINEER's work and indicate the CLIENT's approval or
disapproval within a reasonable time so as not to materially delay the work of the ENGINEER.
4.4 The CLIENT shall transmit instructions, relevant information, and provide interpretation and
definition of CLIENT policies and decisions with respect to any and all materials and other
matters pertinent to the work covered by this Agreement.
4.5 The CLIENT shall give written notice to the ENGINEER whenever the CLIENT's designated
representative knows of a development that affects the work and scope of services, timing of the
ENGINEER's services, or a defect or change necessary in the work of the ENGINEER.
SECTION 5: COMPENSATION
5.1 GENERAL
Compensation to the ENGINEER for services performed on each Work Order shall be defined and
indicated in the Work Order as"fixed fee/lump sum", or based on the fee schedule attached as Exhibit"A"
either as "time and materials"; "cost-plus-a-fixed-fee"; or, "guaranteed maximum-not-to-exceed" basis.
The type and amount of compensation for each Work Order shall be described on the Work Order.
Compensation for general meetings as described within section 2.3 herein shall be billed on an hourly
basis utilizing the attached fee schedule (Exhibit"A"). All meetings shall be billed directly to the CLIENT
on a "time and materials" basis following the fee scheduled attached as Exhibit "A". Reimbursable
expenses, if identified in a Work Order or required as part of a CLIENT requested meeting, shall be paid
to the ENGINEER in addition to the compensation for services and shall include expenditures made by
the ENGINEER, or its employees, in the interest of the work effort for the following expenses:
(a) Expenses of transportation, when traveling in connection with a project, in accordance with
Sections 112.061(7)and(8), Florida Statutes,or their successors.
3
(b) Expenses of long distance telephone calls,cell phone usage, and facsimile transmission
(c) Expenses of reproductions, postage and handling of material associated with the work effort.
(d) If authorized in writing in advance by the CLIENT, the cost of other expenditures made by the
ENGINEER in the interest of the work effort.
(e) The fee schedule attached as Exhibit'A" will be reviewed annually and may be modified at the
request of the ENGINEER with the approval of the CLIENT. If modified, the new rates will be
established as if reflected in Exhibit"A".
5.2 INVOICE PROCESS
Invoices which are received by the CLIENT, will be processed for payment within thirty (30) days of
receipt by the CLIENT. The ENGINEER will be notified of any disputable items contained in invoices
submitted by the ENGINEER within fifteen (15) days of receipt by the CLIENT with an explanation of the
deficiencies. The CLIENT and the ENGINEER will make every effort to resolve all disputable items
contained in the ENGINEER's invoices. Approved revised invoices received by the CLIENT will be
processed for payment within thirty(30)days of receipt by the CLIENT. Each invoice shall reference this
Agreement, the appropriate Work Order and Change Order if applicable, and billing period. A billing
period represents the dates in which the ENGINEER completed work referenced in an invoice. Invoices
are to be forwarded directly to:
WI*: Heritage Bay CDD
C/o Severn Trent Services
VW: Assistant District Manager
Address: 5911 Country Lakes Drive
Ft. Myers,FL 33905
1:0004:00: 239-245-7118
239-245-7120
>liiiii: Justin.fairclothestservices.com
SECTION 6:WORK COMMENCEMENT/IMPLEMENTATION SCHEDULE/LENGTH OF AGREEMENT
6.1 WORK COMMENCEMENT
ENGINEER shall commence work on each Work Order within ten (10)days after receipt by ENGINEER
of a written notice-to-proceed from the CLIENT's Designated Representative, as set forth in the Work
Order, or as otherwise agreed upon between the CLIENT and ENGINEER and set forth in the Work
Order.
6.2 IMPLEMENTATION SCHEDULE
ENGINEER and the CLIENT agree to make every effort to adhere to the schedules established for the
various Work Orders as described in the Work Order. However, if ENGINEER is delayed at any time in
the progress of the work by any act or omission of the CLIENT, or of any employee of the CLIENT, or by
any other ENGINEER employed by the CLIENT, or by changes ordered in the work, or by strikes, lock
outs, fire, unusual delay in transportation, unavoidable casualties, or any other causes of force majeure
not resulting from the inactions or actions of ENGINEER and beyond ENGINEER's control which would
not reasonably be expected to occur in connection with or during performance of the work, or by delay
4
authorized by the CLIENT pending a decision, or by any cause which the CLIENT shall decide to justify
the delay, the time of completion shall be extended for such reasonable time as the CLIENT approves. It
is further expressly understood and agreed that ENGINEER shall not be entitled to any damages or
compensation, or be reimbursed for any losses on account of any delay or delays resulting from any of
the aforesaid causes. Additional or reduced compensation to ENGINEER may be negotiated to the
mutual agreement of the parties in the event delays cause Work Order pricing to increase or decrease;
provided, however, ENGINEER shall not receive additional compensation for delays that occur in any
way as a result of ENGINEER's acts or omissions.
6.3 LENGTH OF AGREEMENT
This Agreement shall be for a one (1) year period from its date of execution and shall be automatically
renewed annually, unless terminated as provided herein.
SECTION 7: DESIGNATED REPRESENTATIVES
7.1 GENERAL
The CLIENT designates the CLIENT Manager or his designated representative, to represent the CLIENT
in all matters pertaining to and arising from the work and performance of this Agreement. The designated
representative, shall have the following responsibilities:
7.1.1 Examination of all work and rendering, in writing, decisions indicating the CLIENT's approval or
disapproval within a reasonable time so as not to materially delay the work of the ENGINEER;
7.1.2 Transmission of instructions, receipt of information, and interpretation and definition of the
CLIENT's policies and decisions with respect to design, materials, and other matters pertinent to
the work covered by this Agreement;
7.1.3 Giving prompt written notice to the ENGINEER whenever the CLIENT's official representative
knows of a defect or change necessary in the project; and
7.1.4 Coordinating and managing the ENGINEER's preparation of any necessary applications to
governmental bodies,to arrange for submission of such applications.
7.2 DESIGNATED REPRESENTATIVES
Until further notice from the CLIENT Manager,the designated representative for this Agreement is:
Name: Calvin Teague-Severn Trent Management Services
Title: District Manager
Telephone: 239-245-7118 x.301
Pax: 239-245-7120
Email: cal.teasrueAstservices.com
ENGINEER's designated representative is:
Jeffrey M. Satfield, P.E.
CPH,Inc.
5601 Mariner Street—Suite 105
Tampa,FL 33609
Telephone Number: 239-332-5499
E-mail address:jsatfield @cphcorp.com
5
SECTION 8:TERMINATION/SUSPENSION OF AGREEMENT
8.1 TERMINATION BY THE CLIENT FOR CAUSE
The CLIENT may terminate this Agreement or any Work Order by written notice for convenience at any
time for any one(1)or more of the reasons as follows:
8.1.1 If, in the CLIENT's opinion, adequate progress on any phase of the services to be provided under
a Work Order is not being made by the ENGINEER due to the ENGINEER's failure to perform;
or
8.1.2 If, in the CLIENT's opinion, the quality of the services performed by the ENGINEER is not in
conformance with commonly accepted professional standards, standards of the CLIENT, and the
requirements of Federal and/or State regulatory agencies, and the ENGINEER has not corrected
such deficiencies in a timely manner as reasonably determined by the CLIENT;or
8.1.3 The ENGINEER or any employee or agent of the ENGINEER is indicted or has a direct charge
issued against him for any crime arising out of or in conjunction with any work that has been
performed by the ENGINEER;or
8.1.4 The ENGINEER'becomes involved in either voluntary or involuntary bankruptcy proceedings, or
makes an assignment for the benefit of creditors;or
8.1.5 The ENGINEER violates the Standards of Conduct provisions herein.
8.1.6 In the event of any of the causes described in this Section, the CLIENT's Designated
Representative may send a certified letter to the ENGINEER requesting that the ENGINEER
show cause why the Agreement or any Work Order should not be terminated. If assurance
satisfactory to the CLIENT of corrective measures to be made within a reasonable time is not
given to the CLIENT within fifteen (15) calendar days of the date of the letter, the CLIENT may
consider the ENGINEER to be in default, and may then immediately terminate this Agreement or
any Work Order in progress under this Agreement.
8.2 TERMINATION BY ENGINEER FOR CAUSE
The ENGINEER may cancel this Agreement, subject to the provisions of Subsection 8.2.3, if:
8.2.1 The CLIENT materially fails to meet its obligations and responsibilities as contained in the
CLIENT's Rights and Responsibilities;or
8.2.2 The CLIENT fails to pay the ENGINEER in accordance with this Agreement.
8.2.3 In the event of either of the causes described in Subsection 8.2, the ENGINEER shall send a
certified letter requesting that the CLIENT show cause why the Agreement should not be
terminated. If adequate assurances are not given to the ENGINEER within fifteen (15) days of
the receipt by the CLIENT of said show cause notice, then the ENGINEER may consider the
CLIENT to be in default, and may immediately terminate this Agreement.
8.3 TERMINATION BY THE CLIENT WITHOUT CAUSE
Notwithstanding any other provision of this Agreement, the CLIENT shall have the right at any time
to terminate this Agreement in its entirely without cause, or terminate any specific Work Order
without cause, provided that thirty(30) days prior, written notice is given to the ENGINEER of the
CLIENT's intent to terminate. In the event that this Agreement is terminated, the CLIENT shall
identify any specific Work Order(s) being terminated and the specific Work Order(s)to be continued
to completion pursuant to the provisions of this Agreement. This Agreement will remain in full force
and effect as to all authorized Work Order(s)that are to be continued to completion.
6
8.4 PAYMENT IN THE EVENT OF TERMINATION
In the event this Agreement or any Work Order is terminated or canceled prior to final completion
without cause, payment for the unpaid portion of the services and reasonable costs of closures of the
Agreement and any Work Order, provided by the ENGINEER to the date of termination and any
additional services thereafter will be determined by negotiation between the CLIENT and
ENGINEER. No amount shall be allowed for anticipated profit on unperformed services or other
work.
8.5 ACTION FOLLOWING TERMINATION
8.5.1 Upon receipt of notice of termination, given by either party, the terminated party shall promptly
discontinue all services and other work, unless the notice provides otherwise.
8.5.2 In the case of the CLIENT terminating the ENGINEER, the ENGINEER shall within ten (10)
calendar days, or any extensions as approved by the CLIENT's Designated Representative,
deliver to the CLIENT all work product, data, documents, and other documents that have been
obtained or prepared by the ENGINEER or at its direction in performing the services under this
Agreement, regardless of whether the work on such documents,has been completed or is in
progr1ess. 'C' u3E,)r s" ( reseo S.t,l� t A reaso�Q1'\� ACIA" cog4—t hra�s
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SECTION 9: INDEMNITY AND INSURANCE 13 6
9.1 GENERAL
9.1.1 ENGINEER agrees to indemnify and hold harmless the CLIENT/public agency and its officers and
employees, from liabilities, damages, losses, and costs, including, but not limited to, reasonable
attorneys' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful
conduct of the ENGINEER and other persons employed or utilized by the ENGINEER in the
performance of the contract. The extent of the above-referenced indemnification provisions shall
be limited to $2,000,000.00 per occurrence. Additionally, such indemnification shall not include
claims of, or damages resulting from, gross negligence, or willful, wanton, or intentional
misconduct of the CLIENT or its officers, directors, agents, or employees,or for statutory violation
or punitive damages except and to the extent the statutory violation or punitive damages are
caused by or result from the acts or omissions of the ENGINEER or any of the ENGINEER'S
contractors, subcontractors, sub-subcontractors, materialmen, or agents of any tier or their
respective employees. The parties further agree that this provision satisfies the requirements of
Florida Statute Section 725.08 so that the indemnification provisions are valid and binding upon
the parties to this Agreement.
9.1.2 The execution of this Agreement by the ENGINEER shall obligate the ENGINEER to comply with
the indemnification provision in this Agreement; however, the ENGINEER must also comply with
the provisions of this Agreement relating to insurance coverages.
9.2 INSURANCE
The ENGINEER shall obtain or possess and continuously maintain the following insurance coverage,
from a company or companies, with a Best Rating of A-or better, authorized to do business in the State
of Florida:
Worker's Compensation: The ENGINEER shall provide Worker's Compensation for all of their
employees. The limits will be statutory limits for Worker's Compensation and $1,000,000 for Employer's
Liability.
7
Comprehensive General Liability:The ENGINEER shall provide coverage for all operations including, but
not limited to, Contractual, Products and Complete Operations and Personal Injury. The limits will not be
less than$1,000,000 CSL or its equivalent.
Comprehensive Automobile Liability: The ENGINEER shall provide complete coverage for owned and
non-owned vehicles for limits not less than$1,000,000 CSL or its equivalent.
Professional Liability: The ENGINEER shall provide professional liability insurance as well as errors and
omission insurance in a minimum amount of$2,000,000 CSL or its equivalent.
All insurance other than Worker's Compensation and Professional Liability to be maintained by the
ENGINEER shall specifically include the CLIENT as an additional insured,
The ENGINEER shall provide Certificates of Insurance to the CLIENT, evidencing such insurance, prior to
the issuance of the first Work Order under this Agreement from the CLIENT. These Certificates of
Insurance shall become part of this Agreement. The CLIENT shall be named as an additional insured on
the ENGINEER's liability insurance.
The insurance coverage shall contain a provision that requires that prior to any changes in the coverage,
except increases in aggregate coverage, thirty (30) days prior notice will be given to the CLIENT by
submission of a new Certificate of Insurance.
•
The ENGINEER shall furnish Certificate of Insurance directly to the CLIENT's Designated Representative.
The certificates shall clearly indicate that the ENGINEER has obtained insurance of the type, amount
and classification required by these provisions.
9.3 Nothing in this Agreement or any action relating to this Agreement shall be construed as the
CLIENT's waiver of sovereign immunity beyond the limits set forth in Section 768.28, Florida
Statutes.
9.4 The CLIENT shall not be obligated or liable under the terms of this Agreement to any party other
than the ENGINEER. There are no third party beneficiaries to this Agreement.
SECTION 10: STANDARDS OF CONDUCT
10.1 The ENGINEER warrants that it has not employed or retained any company or person, other
than a bona fide employee working solely for the ENGINEER, to solicit or secure this Agreement
and that the ENGINEER has not paid or agreed to pay any person, company, corporation,
individual or firm other than a bona fide employee working solely for the ENGINEER, any fee,
commission, percentage, gift, or any other consideration, contingent upon or resulting from the
award of making this Agreement.
10.2 The ENGINEER hereby certifies that no undisclosed conflict of interest exists with respect to the
present Agreement, including any conflicts that may be due to representation of other clients,
other contractual relationships of the ENGINEER, or any interest in property that the ENGINEER
may have. The ENGINEER further certifies that any conflict of interest that arises during the term
of this Agreement will be immediately disclosed in writing to the CLIENT.
10.3 If the CLIENT determines that any employee or representative of the ENGINEER is not
satisfactorily performing his assigned duties or is demonstrating improper conduct pursuant to
any assignment under this Agreement, the CLIENT shall so notify the ENGINEER, in writing.
ENGINEER shall immediately remove such employee or representative of the ENGINEER from
such assignment.
10.4 The ENGINEER shall not publish any documents or release information regarding this Agreement
to the media without prior approval of the CLIENT.
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SECTION 11:ACCESS TO RECORDS/AUDIT
11.1 The ENGINEER shall maintain books, records, documents, time and costs accounts and other
evidence directly related to its performance of services under this Agreement. All time records
and cost data shall be maintained in accordance with generally accepted accounting principles.
11.2 The ENGINEER shall maintain and allow access to the records required under this Section for a
period of five (5) years after the completion of the services provided under this Agreement and
date of final payment for said services, or date of termination of this Agreement. In connection
with its services to the CLIENT pursuant to this Agreement, the ENGINEER agrees to fully
comply with the provisions of Section 119.0701, Florida Statutes pertaining to Florida's Public
Records Law. Said compliance will include the ENGINEER taking appropriate and necessary
steps to comply with the provisions of Section 119.0701 (2)(a)-(d), Florida Statues.
SECTION 12: CODES AND DESIGN STANDARDS
12.1 All the services to be performed by the ENGINEER shall in the minimum be in conformance with
commonly accepted professional codes and standards, standards of the CLIENT, and the
regulations of any Federal and/or State and/or regulatory agencies.
12.2 The ENGINEER shall be responsible for keeping apprised of any changing codes or regulations,
which regulations must be applied to the Work Order to be performed under this Agreement.
SECTION 13: ASSIGNABILITY
The ENGINEER shall not sublet, assign or transfer any interest in or work under this Agreement. Claims
for the money due or to become due, may be assigned to a bank, trust company, or other financial
institution without such CLIENT approval however notice of such assignment or transfer shall be
furnished promptly to the CLIENT.
SECTION 14: CONTROLLING LAWSNENUE/INTERPRETATION
This Agreement is to be governed by the laws of the State of Florida. Venue for any legal proceeding
related to this Agreement shall be in Collier County, Florida. This Agreement is the result of bona fide
arms length negotiations between the CLIENT and ENGINEER and all parties have contributed
substantially and materially to the preparation of the Contract. Accordingly, this Agreement shall not be
construed or interpreted more strictly against any one party than against any other party.
SECTION 15: FORCE MAJEURE
Neither party shall be considered in default in performance of its obligations hereunder to the extent that
performance of such obligations, or any of them, is delayed or prevented by Force Majeure. Force
Majeure shall include, but not be limited to, hostility, revolution, civil commotion, strike, epidemic, fire,
flood, wind, earthquake, explosion, any law, proclamation, regulation, or ordinance or other act of
government, or any act of God or any cause whether of the same or different nature, existing or future;
provided that the cause whether or not enumerated in this Section is beyond the control and without the
fault or negligence of the party seeking relief under this Section.
SECTION 16: EXTENT OF AGREEMENT
This Agreement, together with the Exhibits constitutes the entire Agreement between the CLIENT and the
ENGINEER and supersedes all prior written or oral understandings in connection therewith. This
Agreement may only be amended, supplemented or modified by a formal written amendment. Any
alterations, amendments, deletions, or waivers of the provisions of this Agreement shall be valid only
when expressed in writing and duly signed by the parties.
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SECTION 17: NOTICES
Whenever either party desires to give notice unto the other, it must be given by written notice, sent by
registered United States mail, email, hand delivered, commercial overnight courier (i.e. FedEx or UPS),
addressed to the party for whom it is intended, at the place last specified, and the place for giving of
notice shall remain such until it shall have been changed by written notice in compliance with the
provisions of this Section. For the present, the parties designate the following as the representative
places for giving of notice,to-wit:
(A) For the CLIENT:
Name: Heritage Bay CDD
C/o Severn Trent Services
Title: Assistant District Manager
Address: 5911 Country Lakes Drive
Ft. Myers, FL 33905
Telephone: 239-245-7118
Fax: 239-245-7120
Email: Justin.fairclothc stservices.com
(B) For the ENGINEER:
David A. Gierach, P.E.
CPH, Inc.
500 West Fulton Street
Sanford,FL 32771
Telephone Number: 407-322-6841
Fax: 407-330-0639
E-mail address: dgierach @cphcorp.com
Written notice requirements of this Agreement shall be strictly construed and such requirements are
a condition precedent to pursuing any rights or remedies hereunder. The ENGINEER agrees not to
claim any waiver by CLIENT of such notice requirements based upon CLIENT having actual
knowledge, implied, verbal or constructive notice, lack of prejudice or any other grounds as a
substitute for the failure of the ENGINEER to comply with the express written notice requirements
herein.
****Signatures on following page****
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IN WITNESS WHEREOF, the parties hereto have made and executed this Agreement on the respective
dates under each signature:the CLIENT through its Board of Supervisors taking action on the day of
January 2018,and the Board of Supervisors'signing by and through Its duly authorized corporate officer
having the full and complete authority to execute same,
ATTEST: CPH,INC.
71k I
Secretary Patricia Hunt Ddvid A.Olerach,P.E.
President
Date: 12/17/15
ATTEST: Heritage Bay Community Development
District
By:
Chairperson
Secretary
Date: 4364.5.-
II
EX"A"
-r, Rates & Reisnbiirsables
_ CPH STANDARD RATES ____ _ CPH STANDARD RATES
• Category Rate Category Rata
Principal $180 Principal Landscape Architect $180
Sr.Project Manngor $160 Sr.Landscape Architect $125
Project Manager $140 Landscape Architect $105
Professional engineer _ ___ $130 Sr.Landscape Oseigndr $100
8r.Project Engineer $125 Landscape Designer $85
Project Engineer $115
Project Designer 8110 Project Coordinator 890
Principal Traffic Engineer $180 Sr.Design Technician $105
Sr.Traffic Engineer $135 Design Technician $95
Traffic Engineer $115 Sr CADD Technician $85
Traffic Analyst $105 CADD Technician $74
Senior Graphic Designer $125
Principal Environmental Scientist 3160 Graphic Designer $75
Senior Environmental Scientist 8123
Lead Environmental Scientist $105
Administrative
Clerical II $90
Environmental Scientist $93 Clerical I $40
OM Analyst $105 'Network Admin.(I) —Mr
Arborlst $125
Sr.Construction Manager 5120
Construction Manager " S105
Principal Planner $180_ Construction Field Representative ii $100
Sr.Planner $130 Construction Field Personnel t $80
Planner $100
Principal Surveyor $180
Principal Architect $180 Sr.ProtesalOnal Surveyor - $130
Professional Surveyor and Mapper $125
Sr.Architect • $140 Field Technician/Designer $105
Senior Architectural Manager $130 Surveyor In Training —5105-
Architect $125 sureey Project Manager/CAUD 5100
Senior Architectural Designer $120 Plaid Crew Coordinator S95
Designer $105 Survey Party Chia WS
Architectural Desi
9 Survey instrument Man —5$3"
Architectural Coordinator $85 Surveying Sr CADD Tech 580
Surveying CADD Tech $15
Principal Structural Engineer 3180 Survey Crew(2 Man) $135
Senior Structure(Engineer $140 Survey Crew(Construction Staking•2 Man) $15
Survey Crow(3 Man) $1585
Structural Engineer $115 OPS(1 Man)1 Robotics $130
_ GPS(2 Men) 5185
Principal MEP Engineer $180 1 Man ScennerlLaser Survey Crew $268
MEP Project Engineer $115 2 Man Scanner/Laser Survey Crew $290
MEP Project Designer $110
MEP Design Technician $95
Schedule of Reimbursable Charges
Copies($SW) Plots(BSW) Mileage At Current IRS
8.3 x 11 $0.05 Each 11 X 17 $0.21 Each Rates
6.8 x 14 $0.10 Each 12 X18 $0.24 Each Phone At Coat
Postage At Cost
11 x 17 $0.20 Each 15 X 21 $0.35 Eeeh Outside Relmbursebies At Cost
34 X 22 $0.83 Each
Copies(Color) 24 X 38 5 0.96 Each
8.5 x 11 $0.28 Each 30 X42 $1.42 Each
8.5 x 14 $0.30 Each 36 X 48 $1.93 Each
111 x 17 $0.35 Each Billing and Reimbursable
Rates Are Subject To Periodic
Review and Adjustment
Mytars Plots(Color/Bond) Updated:December 142015
24 x 36 59.00 Each 24 x 38 $24.00 Each
32 x 42 $13.00 Each 30 x 42 $35.00 Each
38 x 48 348.00 Each
EXHIBIT B
WORK ORDER FORM
Work Order Number
Heritage Bay Community Development District
Master Agreement/Contract Number: 'Dated:
Contract/ProJect Title
Purchase Order No.
Consultant: CPH,Inc.
Consultant/Contractor's Business Address,Phone Number,Fax Number and E-mail Address
500 West Fulton Street,Sanford,FL 32771
Email Address:jsatfield @cphcorp.com
ATTACHMENTS TO THIS WORK ORDER METHOD OF COMPENSATION
DRAWINGS/PLANS/SPECIFICATIONS FIXED FEE BASIS
SCOPE OF SERVICES TIME BASIS-NOT TO EXCEED AMOUNT
SPECIAL CONDITIONS TIME BASIS-LIMITATION OF FUNDS
PRICING(INFORMATION UNIT PRICE BASIS-NOT TO EXCEED AMOUNT
WO TERMS AND CONDITIONS
TIME FOR COMPLETION: Days of the effective date to this Work Order
Effective date-this Work Order: Date of Execution by Client
Time for completion: The services to be provided by the Consultant/Contractor shall commence upon execution
of this Work Order by the parties and shall be completed within the time frame indicated above. Failure to meet
the stated completion requirement may be grounds for termination for default.
Work Order Amount: Dollars Expressed In Numbers: $
Dollar Amount Written Out:
In Witness Whereof,the parties hereto have made and executed this Work Order on the respective dales under each
signature:The Client by and through Its duly authorized corporate officer and the Consultant/Contractor by and through its
duty authorized corporate officer having the full and complete authority to execute same.
CPH,Inc.
Signature,
Printed Name;Title,&Dote
Heritage Bay Community Development District
Signature
Printed Name,Title,and Date
C:\Usersljsatfieid\Desktop\HB\Copy of Exhibit B--WORK ORDER--Generic