05/07/2016 Minutes ic-„ -,--,, „cc,
SE:,,, i �0 l b
BY __� Y
MINUTES OF MEETING = a '_
HERITAGE BAY
COMMUNITY DEVELOPMENT DISTRICT
The regular meeting of the Board of Supervisors of the Heritage Bay Community
Development District was held on Thursday, May 5, 2016 at 9:00 a.m. in the Heritage
Bay Clubhouse, 10154 Heritage Bay Boulevard,Naples,Florida.
Present and constituting a quorum were:
Edwin Hubbard Chairman
John May Assistant Treasurer
Dennis Gagne Assistant Secretary
Richard Brodeur Assistant Secretary
Also present were:
Calvin Teague District Manager
Josh Lockhart District Engineer
Gonzalo Ayers Lake&Wetlands Management
Ralph Verrastro Bridging Solutions,LLC
Resident
The following is a summary of the actions taken at the May 5, 2016 Heritage Bay
Board of Supervisors meeting.
FIRST ORDER OF BUSINESS Roll Call
Mr.Teague called the meeting to order and called the roll.
SECOND ORDER OF BUSINESS Public Comments on Agenda Items
There not being any,the next item followed.
THIRD ORDER OF BUSINESS Approval of the Minutes of the March
3,2016 Regular Meeting
Mr. Teague stated each Board member received a copy of the minutes of the
March 3,2016 regular meeting and requested any additions,corrections or deletions.
There not being any,
May 5, 2016 Heritage Bay CDD
On MOTION by Mr. May seconded by Mr. Gagne with all
in favor the March 3, 2016 regular meeting minutes were
`approved.
FIFTH ORDER OF BUSINESS New Business
C. Lakes &Water Monitoring Program
• Mr. Lockhart from CPH presented a revised proposal for water quality analysis
for all lakes except 30A and 30B.
• Discussion ensued and the Board noted they are still considering the project. It
was requested Mr. Lockhart present the cost per acre for the work being proposed.
The record will reflect Mr. Lockhart left the meeting.
FOURTH ORDER OF BUSINESS Old Business
B. Umbrella Association Sub-Committee Meeting Update
• Mr. May and Mr. Hubbard reported on the Umbrella Association Sub-Committee
meeting.
• Discussion ensued with regard to sharing responsibilities and it was agreed all
items identified in the minutes as being agreed upon were acceptable to the
HBCDD; but those areas of dispute will have to be issues for further discussions.
Mr.Hubbard will communicate this position to the Sub-Committee.
A. Wall Repair Update
• Mr. Ralph Verrastro from Bridging Solutions reported the work is complete and
the final documents have been submitted to Justin. The project had few problems
and was within the contract budget.
The record will reflect Mr. Verrastro left the meeting.
D. Lake&Wetland Contract Discussion
• Mr. Gonzalo Ayers from Lake & Wetlands Management presented a proposal for
an increase in the monthly fees to include the control of Illinois Pond Weed in
Lakes 30A and 3013.
• Discussion ensued with regard to the proposal. The BOS agreed that the contract
will be increased to $4,449.55 per month for all HBCDD lakes except Lakes 30A
and 30B. Lake & Wetlands will control the Illinois Pond Weed in Lake 30A,
2
May 5, 2016 Heritage Bay CDD
On MOTION by Mr. May seconded by Mr. Gagne with all
in favor the March 3, 2016 regular meeting minutes were
`approved.
FIFTH ORDER OF BUSINESS New Business
C. Lakes &Water Monitoring Program
• Mr. Lockhart from CPH presented a revised proposal for water quality analysis
for all lakes except 30A and 30B.
• Discussion ensued and the Board noted they are still considering the project. It
was requested Mr. Lockhart present the cost per acre for the work being proposed.
The record will reflect Mr. Lockhart left the meeting.
FOURTH ORDER OF BUSINESS Old Business
B. Umbrella Association Sub-Committee Meeting Update
• Mr. May and Mr. Hubbard reported on the Umbrella Association Sub-Committee
meeting.
• Discussion ensued with regard to sharing responsibilities and it was agreed all
items identified in the minutes as being agreed upon were acceptable to the
HBCDD; but those areas of dispute will have to be issues for further discussions.
Mr.Hubbard will communicate this position to the Sub-Committee.
A. Wall Repair Update
• Mr. Ralph Verrastro from Bridging Solutions reported the work is complete and
the final documents have been submitted to Justin. The project had few problems
and was within the contract budget.
The record will reflect Mr. Verrastro left the meeting.
D. Lake&Wetland Contract Discussion
• Mr. Gonzalo Ayers from Lake & Wetlands Management presented a proposal for
an increase in the monthly fees to include the control of Illinois Pond Weed in
Lakes 30A and 3013.
• Discussion ensued with regard to the proposal. The BOS agreed that the contract
will be increased to $4,449.55 per month for all HBCDD lakes except Lakes 30A
and 30B. Lake & Wetlands will control the Illinois Pond Weed in Lake 30A,
2
May 5, 2016 Heritage Bay CDD
along the east banks of Lake 30B and spray for weeds within all rip rap areas on
the shore line of Lake 30A and along the north and east bank of Lake 30B. In
addition they will maintain the littoral areas on both Lake 30A and 3013 for an
additional $1,000 per month. The total monthly fee will increase to$5,495.55 per
month effective May 1,2016.
On MOTION by Mr. May seconded by Mr. Brodeur with
all in favor to accept the proposal from Lake & Wetland
Management for lake management services broken into two
sections; one is to perform lake maintenance service for
$4,449.55 per month(approximately$53,400 per year);and
second to perform lake management service on Lake 30A
and 30B as described in the document for$1,000 per month
($12,000 per year) effective as of May 1, 2016 was
approved.
C. Discussion on Perimeter Berms
• Mr. Hubbard reported on the issue of residents removing plants from the preserve
area behind their homes in addition to planting new native plants.
• Mr. Hubbard discussed the issue with the HOA President. A Memorandum of
Understanding between the CDD and the HOA and follow up emails were
discussed;copies of which are attached for the record.
• There was no opposition from the BOS with the plan proposed by the Chairman
that existing plantings will be "grandfathered in" and any new plantings will be
restricted.
• Any further action or comments from the HOA will be brought back to the Board
for discussion.
FIFTH ORDER OF BUSINESS New Business
A. Interlocal Agreement
• Mr. Teague reported that the Interlocal Agreement to identify responsibilities for
Lake 30B as presented was approved by the Quarry CDD.
3
May 5, 2016 Heritage Bay CDD
along the east banks of Lake 30B and spray for weeds within all rip rap areas on
the shore line of Lake 30A and along the north and east bank of Lake 30B. In
addition they will maintain the littoral areas on both Lake 30A and 3013 for an
additional $1,000 per month. The total monthly fee will increase to$5,495.55 per
month effective May 1,2016.
On MOTION by Mr. May seconded by Mr. Brodeur with
all in favor to accept the proposal from Lake & Wetland
Management for lake management services broken into two
sections; one is to perform lake maintenance service for
$4,449.55 per month(approximately$53,400 per year);and
second to perform lake management service on Lake 30A
and 30B as described in the document for$1,000 per month
($12,000 per year) effective as of May 1, 2016 was
approved.
C. Discussion on Perimeter Berms
• Mr. Hubbard reported on the issue of residents removing plants from the preserve
area behind their homes in addition to planting new native plants.
• Mr. Hubbard discussed the issue with the HOA President. A Memorandum of
Understanding between the CDD and the HOA and follow up emails were
discussed;copies of which are attached for the record.
• There was no opposition from the BOS with the plan proposed by the Chairman
that existing plantings will be "grandfathered in" and any new plantings will be
restricted.
• Any further action or comments from the HOA will be brought back to the Board
for discussion.
FIFTH ORDER OF BUSINESS New Business
A. Interlocal Agreement
• Mr. Teague reported that the Interlocal Agreement to identify responsibilities for
Lake 30B as presented was approved by the Quarry CDD.
3
May 5, 2016 Heritage Bay CDD
On MOTION by Mr. Gagne seconded by Mr. May with all
in favor the Chairman was authorized to execute the
Interlocal Agreement with the Quarry CDD Relating to
SFWMD Permit Requirements.
B. Lake 12 Repair Proposals
• Proposals to repair washouts and connect downspouts to drainage tubes were
discussed.
On MOTION by Mr. Brodeur seconded by Mr. Gagne with
all in favor the proposal from Copeland Southern
Enterprises, Inc. in the amount of$2,975 was approved.
C. Lakes & Water Monitoring Program
• This item was previously discussed.
D. TSI Rip Rap Proposals
• Discussion ensued with regard to erosion issues on Lake 30A and proposals from
TSI were presented. This project will need to be included in a capital plan for
future work.
SIXTH ORDER OF BUSINESS Manager's Report
Mr.Teague addressed the following:
A. Approval of Financials,Check Register and Invoices
• The financials for the period ending March 31,2016 were reviewed.
On MOTION by Mr. Hubbard seconded by Mr. Brodeur
with all in favor the March 31, 2016 financials were
accepted.
B. Acceptance of FY 2015 Audit
• The FY 2015 audit was distributed and due to time constraints the BOS
authorized the Chairman to sign the Annual Financial Report (AFR); the audit
will be discussed at the next meeting.
4
May 5, 2016 Heritage Bay CDD
On MOTION by Mr. Gagne seconded by Mr. May with all
in favor the Chairman was authorized to execute the
Interlocal Agreement with the Quarry CDD Relating to
SFWMD Permit Requirements.
B. Lake 12 Repair Proposals
• Proposals to repair washouts and connect downspouts to drainage tubes were
discussed.
On MOTION by Mr. Brodeur seconded by Mr. Gagne with
all in favor the proposal from Copeland Southern
Enterprises, Inc. in the amount of$2,975 was approved.
C. Lakes & Water Monitoring Program
• This item was previously discussed.
D. TSI Rip Rap Proposals
• Discussion ensued with regard to erosion issues on Lake 30A and proposals from
TSI were presented. This project will need to be included in a capital plan for
future work.
SIXTH ORDER OF BUSINESS Manager's Report
Mr.Teague addressed the following:
A. Approval of Financials,Check Register and Invoices
• The financials for the period ending March 31,2016 were reviewed.
On MOTION by Mr. Hubbard seconded by Mr. Brodeur
with all in favor the March 31, 2016 financials were
accepted.
B. Acceptance of FY 2015 Audit
• The FY 2015 audit was distributed and due to time constraints the BOS
authorized the Chairman to sign the Annual Financial Report (AFR); the audit
will be discussed at the next meeting.
4
May 5, 2016 Heritage Bay CDD
On MOTION by Mr. May seconded by Mr. Gagne with all
in favor the Chairman was authorized to sign the Annual
Financial Report(AFR).
C. Distribution of Proposed Fiscal Year 2017 Budget and Consideration of
Resolution 2016-4 Approving the Budget and Setting the Public Hearing
• The fiscal year 2017 proposed budget was discussed.
• There are no increase in assessments.
On MOTION by Mr. May seconded by Mr. Brodeur with
all in favor Resolution 2016-4 approving the proposed
budget for fiscal year 2017 and setting a public hearing on
August 4, 2016 at 9:00 a.m. in the Heritage Bay Clubhouse
was adopted.
D. Report on the Number of Registered Voters(585)
• A report from the Collier County Supervisor of Elections indicates there were
585 registered voters within the District as of April 15,2016.
E. Field Manager's Report
• The Field Management Report for site inspections conducted on March 31, 2016
and April 21,2016 was reviewed; a copy of which is attached for the record.
• Proposals from Copeland Southern Enterprises and TSI to repair L28L30
identified in the report were presented for review.
• Mr. Hubbard recommended Copeland Southern Enterprises proposal be accepted
with a new quote to include repair to Lake 22 as well.
On MOTION by Mr. May seconded by Mr. Gagne with all
in favor the proposal from Copeland Southern Enterprises
for control structure L28L30 seal repair and also Lake 22
repair in an amount not to exceed$1,500 was approved.
E. Follow Up
• Items as previously discussed.
5
May 5, 2016 Heritage Bay CDD
On MOTION by Mr. May seconded by Mr. Gagne with all
in favor the Chairman was authorized to sign the Annual
Financial Report(AFR).
C. Distribution of Proposed Fiscal Year 2017 Budget and Consideration of
Resolution 2016-4 Approving the Budget and Setting the Public Hearing
• The fiscal year 2017 proposed budget was discussed.
• There are no increase in assessments.
On MOTION by Mr. May seconded by Mr. Brodeur with
all in favor Resolution 2016-4 approving the proposed
budget for fiscal year 2017 and setting a public hearing on
August 4, 2016 at 9:00 a.m. in the Heritage Bay Clubhouse
was adopted.
D. Report on the Number of Registered Voters(585)
• A report from the Collier County Supervisor of Elections indicates there were
585 registered voters within the District as of April 15,2016.
E. Field Manager's Report
• The Field Management Report for site inspections conducted on March 31, 2016
and April 21,2016 was reviewed; a copy of which is attached for the record.
• Proposals from Copeland Southern Enterprises and TSI to repair L28L30
identified in the report were presented for review.
• Mr. Hubbard recommended Copeland Southern Enterprises proposal be accepted
with a new quote to include repair to Lake 22 as well.
On MOTION by Mr. May seconded by Mr. Gagne with all
in favor the proposal from Copeland Southern Enterprises
for control structure L28L30 seal repair and also Lake 22
repair in an amount not to exceed$1,500 was approved.
E. Follow Up
• Items as previously discussed.
5
May 5, 2016 Heritage Bay CDD
SEVENTH ORDER OF BUSINESS Attorney's Report
There being no report,the next item followed.
EIGHTH ORDER OF BUSINESS Engineer's Report
There being no report,the next item followed.
NINTH ORDER OF BUSINESS Supervisors' Requests and Audience
Comment
• Mr. Hubbard noted the HOA made repayment for the completed Golf Course
work.
• He commented on a gutter project within the Coach Homes where the cutters
being installed are being run to the street.
On MOTION by Mr. Hubbard seconded by Mr. Gagne
with all in favor to accept the proposal to install gutters and
downspouts in the rear and front of the buildings was
approved.
TENTH ORDER OF BUSINESS Adjournment
There being no further business,
On MOTION by Mr. Hubbard seconded by Mr. Brodeur
with all in favor the meeting was adjourned at 11:07 a.m.
4/00,
1I --�
Calvin Teal, Edwin Hubbard
Secretary Chairman
6
May 5, 2016 Heritage Bay CDD
SEVENTH ORDER OF BUSINESS Attorney's Report
There being no report,the next item followed.
EIGHTH ORDER OF BUSINESS Engineer's Report
There being no report,the next item followed.
NINTH ORDER OF BUSINESS Supervisors' Requests and Audience
Comment
• Mr. Hubbard noted the HOA made repayment for the completed Golf Course
work.
• He commented on a gutter project within the Coach Homes where the cutters
being installed are being run to the street.
On MOTION by Mr. Hubbard seconded by Mr. Gagne
with all in favor to accept the proposal to install gutters and
downspouts in the rear and front of the buildings was
approved.
TENTH ORDER OF BUSINESS Adjournment
There being no further business,
On MOTION by Mr. Hubbard seconded by Mr. Brodeur
with all in favor the meeting was adjourned at 11:07 a.m.
4/00,
1I --�
Calvin Teal, Edwin Hubbard
Secretary Chairman
6