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07/18/2016 Agenda t GtV \ Oc c� 10 Heritage Greens Community Development District �.rd OT pervisors District Staff C3`1 eorge Coombs,Chairman Calvin Teague,District Manager Jim Marshall,Vice Chairman Greg Urbancic,District Counsel Marsha Coghlan,Assistant Secretary James Carr,PE, District Engineer Henry Michaelson,Assistant Secretary John Jordan,Assistant Secretary Meeting Agenda July 18, 2016— 6:00 p.m. 1. Roll Call 2. Organizational Matters A. Letter of Resignation from Mr.John Jordan,Seat 1 B. Appointment of Supervisor to Fill the Unexpired Term of Office,Seat 3 C. Oath of Office of Newly Appointed Supervisor D. Election of Officers,Resolution 2016-03 3. Approval of the Minutes A. May 23,2016 Board Meeting 4. Audience Comments 5. Old Business A. Gate Barrier Arm Proposals B. Gate and Camera Maintenance C. Security Contract 6. New Business A. Clicker/Call Box Program B. Exit Visibility Enhancement C. Go Daddy Email Migration to Office 365 D. FPL Palm Tree Removal 7. Manager's Report A. Homeserve Presentation B. Review and Discussion of the Fiscal Year 2017 Budget C. Financial Statements D. Follow-Up Items 8. Attorney's Report 9. Engineer's Report 10. Supervisors'Requests and/or Comments 11. Audience Comments 12. Adjournment NEXT MEETING IS SCHEDULED FOR AUGUST 15,2016. District Office: Meeting Location: 210 N.University Drive, Suite 702 Heritage Greens Community Center Coral Springs, Florida 2215 Heritage Greens Drive 954-753-5841 Naples,Florida www.heritagegreenscdd.org Ad Pr©.4 ` atticsElaitH A Sales Rep:Ivonne Gori(N9103) Phone:(239)262-3161 Frnail:ivonne.gorinnaplesnews.com >Account Information >Insertion Information This is a proof of your ad scheduled to run on the dates indicated below. Date:09/25/15 Please confirm placement prior to deadline by contacting your account Account Number:531310(N027769) rep at(239)262-3161 . Company Name:I[ERITAGE GREENS COMMUNITY Ad Id:713957 P.O.No.: Total Cost:$453.36 Contact Name: Email:Jane.Ben-Hayon@stservices.com Tag Line:Notice of Meetings Heritage Greens C Address: 210 N UNIVERSITY DR #702, CORAL SPRINGS, FL, Start Date: 10/01/15 Stop Date: 10/01/15 33071 Number of Times:I Class:16180-Notice Phone:(954)753-0380 Fax:(954)755-6701 Publications:ND-Naples Daily News,ND-Intemet-naplesnews.com >Ad Proof I agree this ad is accurate and as ordered. Notice of Meetings Heritage Greens Community Development District The Board of Supervisors of the Heritage Greens Community Development District will hold their meetings for Fiscal Year 2016 at 6:00 p.m.at the Heritage Greens Community Center,2215 Heritage Greens Drive Naples,Florida on the third Monday of each month as indicated below: October 19,2015 November 16.2015 January 18,2016 February 22,2016 March 21,2016 April 18,2016 May 16,2016 June 20,2016 July 18,2016 August 15,2016 September 19.2016 There may be occasions when one or more Supervisors will participate by telephone. Meetings may be continued to a date, time, and place to be specified on the record at the meeting. 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.If you are hearing or speech impaired,please contact the Florida Relay Service at(800)955- 8770 for aid in contacting the District Office. Each person who decides to appeal any action taken at these meetings is advised that person will need a record of the proceedings and that accordingly, the person 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 October 1,2015 No.713957 Thank you for your business. Our commitment to a quality product includes the advertising in our publications. As such.Journal Media Group reserves the right to categorize,edit and refuse certain classified ads.Your satisfaction is important. If you notice errors in your ad,please notify the classified depart- ment immediately so that we can make corrections before the second print date. The number to call is 239-263-4700. Allowance may not be made for errors reported past the second print date.The Naples Daily News may not issue refunds for classified advertising purchased in a package rate:ads purchased on the open rate maybe pro-rated for the remaining full days for which the ad did not run. From:sniifl@earthlink.net Imailto:sniifl@earthlink.net] Sent:Tuesday,June 07, 2016 7:51 AM To:Teague,Calvin<Cal.Teague@STServices.com> Cc: Faircloth,Justin<Justin.Faircloth@stservices.com> Subject:Heritage Greens CDD I John Jordan am informing you that I resign from the HGCDD as of July 18, 2016 and would like your consideration for seat 3 of the HGCDD that James Marshall held. Thank You, John Jordan John Shelton 2261 Heritage Greens Drive Naples,FL 34119 ri 8 t 4,4, 248-4948 June 27, 2016 To: Cal Teague Severn Trent Phone: 245-7118 Fax: 245-7120 For those who don't know me, my name is John Shelton. I have lived in Heritage Greens for the past 18 years with my wife Michele. We have four children. Michele works at Oakridge Middle School teaching the profoundly mentally handicapped. 1 have a background in law enforcement and business. I have been the President or Vice President for the HOA Master and Single Family Home Association since the day we moved here in November of 1998. 1 have done everything I could to make Heritage Greens one of the best communities in Collier County. Over the years, the various Boards and I have saved this community hundreds of thousands of dollars by careful and responsible fiscal management. I've also initiated multiple improvements to enhance the quality of life at Heritage Greens without raising assessments. I would appreciate your consideration in appointing me to fill any vacancy that you have available on the CDD at this time. Thank you for your support and God Bless you and your family. Sincerely, John Shelton From:bryan@landry.net Finailto:brvan@landrv.netj Sent:Thursday,June 23,2016 9:15 AM To:Faircloth,Justin<Justin.Faircloth@stservices.com> Subject:HERITAGE GREENS CDD POSITION Justin, Cal told me to email you in regards to the open position at the Heritage Greens CDD. I would like to be considered for the position. I have lived at 2252 Heritage Greens for over 6 years. I have served as Single Family Homes President and Master Association Vice President at Heritage Greens. I also served as Property Manager of Heritage Greens for a short period of time. I have a CAM license and have been Property Manager at Rookery Pointe in Estero for 3 and a half years. I installed the surveillance system at the clubhouse and am familiar with the gate access system used at Heritage Greens. Please let me know if you have any questions or if there is anything else required of me for consideration. Bryan Landry 239-290-0099 a, a tO o a L c t t- 2° c o L QCo N V U C o h N -p O � co �' v E c "N_ w ' E .n u L N .Y C id C ry U a1 C CV 0 [V ,../1.2 T T, o 14- ui trn If) 111 y '5 U mX N O G x p a 3 U v Ip a p V1 O 0 N U Im c0 a0 C 0) Q q q 0 ... H-.a 0 o OJ 0 coOsir ; aa) v v L. E ri ,- C C c •C Q. ../T vii ` -0v 7..) TJ)aa)i CI) ra m .-/ M .y CO N " LM epi H Z W t? C a l0 - 7 -D O E V 7 I U 7 Q a! ~ O C a?{ a1 o z E ,° � v a- ce .4-1 E V G a E. a, ga, 1- Z c o V o \ n u ,. v v v O 00 Q y m m m �$ O 2 2 Ion 111 ui c'1 Y y O 01 d' U1 7 x 73 'O '0 CL 00 .-i N d O N N 0 ` a .m-1 .a-1 •.-i Y u u u t/} N t0 N N N M a a 0 00 N UT N V al N M d .0 U oN0 u CO `.. m .C1J 2W n t0 0 2 a N N O O U N@ I !: FI x 434 C /(Q C V � 6 v. 7 i- O N ? LL O V U U U V1 O In Q 0. C U 0 O C � E ar � a LL L C-..... / 4& O a v u I- " E w U QJ a ami Z c 0 \ ` 11360 Metro Pkwy 275 Airport Rd N ACTION Ft Myers,FL 33966 Naples,FL 34104 Customer Proposal „14-40—tif.J 1 (ri1'i.�T/(..- Phone:239-768-3667 Phone:239-643-3667 OOR'GATE Fax:239-768-3740 Fax:239-643-4467 proposal Date ic;ioni�oor.cool 300-375-3667 05/20/16 Customer:. Reference. #80198 . HERITAGE GREENS CDD HERITAGE GREENS COD 5911 COUNTRY LAKES DR 2215 HERITAGE GREENS DR FORT MYERS FL 33905 NAPLES FL 34119 JUSTIN FAIRCLOTH Sales Consultant: Frank Castejon, f.castejon@ActionDoor.com 239-940-4823 REMOVE EXISTING SWING GATES AND POSTS ALONG WITH THE SWING GATE OPERATORS AND THE TWO BARRIER GATE OPERATORS. INSTALL FOUR LIFTMASTER MEGA-TOWER BARRIER GATES WITH DOT APPROVED 15' ARMS AND NEW LOOP DETECTORS AND REUSING THE LOOPS AND OTHER ACCESSORIES. NEW SURGE AND GROUND PROTECTION ARE ALSO INCLUDED. THE POSTS WILL BE CUT AT GROUND LEVEL AND FILLED. NEW CONCRETE MOUNTING PADS WILL BE PROVIDED FOR THE NEW BARRIER GATE OPERATORS_ ALL PRICES ARE INSTALLED AND INCLUDE LABOR. EACH 4 GATE MEGA ARM TOWER $ 2811 .00 $11 ,244.00 4 GATE ARM 15' ALUM DOT RED/WHITE $ 274.00 $ 1 ,098.00 4 GATEARMCOUNTERWEIGHT INCLUDED WITH ARM 4 SURGE PROTECT DITEK DTK-120HW INCLUDED WITH OPER 4 GROUND ROD AND CLAMP INCLUDED WITH OPER 3 LOOP DETECTOR NP224V NORTHSTAR $ 128.00 $ 384.00 3 LOOP DETECTOR HARNESS 11 PIN $ 15.00 $ 45.00 3 REUSE LOOPS INCLUDED 3 JUNCTION BOX 8 X 8 X 6 $ 42.00 $ 126.00 REUSE ACCESSORIES INCLUDED 4 REMOVE GATES CUT & FILL POSTS $ 100.00 $ 400.00 4 REMOVE DK61O0 OPERATOR $ 150.00 $ 800.00 TOTAL: $13,895.00 ALTHOUGH LISTED SEPARATELY OVERALL PRICE IS BASED ON COMPLETING THE WHOLE JOB AT ONE TIME. WORK DONE AT A LATER TIME MAY INCUR ADDITIONAL COSTS. *** 5O! DEPOSIT REQUIRED TO ORDER *** Thank you for vow-!,/=i 1 t:. t Behind our work is more than just our great name—there's me,George Ebel.If at any time you feel you did not receive a fair value call me MI-800-375-3667. ,I I ..n l tin ;•VRlli itiC FI-,. f .. "1,,:1, t .• tt ., ( .'.:�1�i.,f i t ^RP T'.!'F r' .n 1. ra t .;t 1an-3 rc =u - J .n.:.::• a.r !RE R'i PJr.170Itlat F 1,ED ON I di:'.Ir1C,.1ED .1 ARE F 1.RERf 1Ii RrS tirAtY PAO£A PART RS VHS'I„i RAC T ACCEPTED BY SELLER; ACCEPTED BY BUYER. BY: BY: __..__-------------------..._.— ----- DATE ACCEPTED:.__ _.___.__— ---------_.____.._._---- New IQ,LLC Estimate 4.t1=1i1 28210 Old US 41 Suite 305 Date Estimate# Bonita Springs,Fl. 34135 239 919-5654 5/1312016 2721 Name/Address Heritage Greens Master C/O:Resort Management 2685 Horseshoe Drive,S. Suite 215 Naples,Fl. 34104 Terms P.O.# Good for 30 Days Description Qty Cost Total Installation and Implementation Labor 1 800.00 800.00T Total:$6250.00 Plus Tax ***Exit*** Mega Arm Tower High Performance Barrier Gate Operator,w/850LM Receiver 2 1,875.00 3,750.00T 15'(3"-OD)Round Barrier Arm wd 3"Red&Silver Reflective Tape-Requires Counter Weight MAI 17 2 220.00 440.00T Counter Weight for 15'Barrier Arms 2 75.00 150.00T Loop Detector,Single Channel,Dual Relay, 12/24Vdc.or 24Vac 2 135.00 270.00T Reno l I Pin Relay Base 2 20.00 40.00T 6'x 10',Preformed Loop,Including Installation 2 400.00 800.00T 22-6C"Burial",(1PR&4C),PVC,OAS,Cable Run t 195,00 195.00T Concrete Operator Pad,24"x24"x18",Trenched and Framed 2 350.00 700.00T Conduit,Couplers,Sweeps. -Boxes and Pull Boxes 2 75.00 150.00T Installation Services-Install.Setup,and Configure all above items 1 800.00 800.00T Total:$7295.00 Plus Tax k**Removal-Swing Gates and Operators:** Installation Services-Install,Setup,and Configure all above items I 600.00 600.00T Excluded: Any electrical outlets or extensions needed(not specified above) Non-standard cable runs,i.e.Runs requiring concrete boring(not specified above) Any required conduit,raceways,or underground locations(not specified above) Any Directional Boring or etting under roadway(if needed or required) Paver removal and reinstallation will he done by others Any equipment,devices,accessories,wiring,etc.not listed above Permits(if required) Please sign,date,and return this copy. Subtotal $14,145.00 50%of total is required to begin job. 25%additional when all equipment delivered or powder coat complete. Final 25%when Job is completed. Sales Tax (6.0%) 5848.70 Tota $14,993. 0 Customer Signature Page 2 New IQ,LLC Estimate --'" NEW 28210 Old US 41 a ? Suite 305 Date Estimate# Bonita Springs,Fl. 34135 3?:* 239 919-5654 7/7/2016 2805 Name/Address Heritage Greens Master C/O:Resort Management 2685 Horseshoe Drive,S. Suite 215 Naples,Fl. 34104 Terms P.O.# Good for 30 Days Description Qty Cost Total Annual"Full"Gate System Maintenance Agreement for Heritage Green Entrance. Full Maintenance of the Gate System will be($2400.00)per year,and will"INCLUDE"all parts and labor for listed equipment below. Agreement start date is( TBD )and will he billed annually. Agreement will automatically renew unless either party cancels in writing 30 days prior to the anniversary" TBD "of each year. Maintenance will consist of scheduled bimonthly visits,and he clone during normal business hours;which are Monday-Friday 8:00am to 5:00pm,excluding holidays. Service calls outside of normal business hours will have an Emergency Call of$100,plus 1 Flour minimum(at the after hours rate)of$150 per hour,then billed in 10ths of an hour thereafter. PLEASE NOTE:After Hours"Emergency Service"is based on availability only. Scope of Work: All systems under this agreement will be inspected,tested,and verified cach month. All maintenance will be performed per factory specifications(for each device),to ensure the equipment is in good working order. For the Gate System we will inspect entire system and it's peripherals;including loops,detectors,safety sensors, and the Tele-Entry System. Also check all enclosures,conduit,and J-boxes for leaks or insect issues,along with all wiring connections for loose,corroded,or bad connections. Then check all operational electronics,motors, power sources,belts,chains,pulleys,etc.,then grease or lubricate all required or necessary components. Disclaimer: * New IQ shall not accept responsibility for any gate closures on vehicles or pedestrians. * New IQ shall not accept responsibility for denied or delayed access for any emergency vehicles. Including but not limited to Fire,Sheriff,Police,or EMS. It is the owner's responsibility to open the gate in the event of any emergency or emergency vehicle requiring access. * All electrical power,broad band,or telephone services,are not included and provided by others. Subtotal Sales Tax (6.0%) Tota Customer Signature Page 1 . ''� '°''°--. New IQ,LLC Estimate ,; NEW mss 28210 Old US 41 Suite 305 Date Estimate# 1 k..,,, Bonita Springs, Fl. 34135 239 919 5654 7/7/2016 2805 Name/Address Heritage Greens Master C/O:Resort Management 2685 Horseshoe Drive,S. Suite 215 Naples,Fl. 34104 Terms P.O.# Good for 30 Days Description Qty Cost Total Equipment List for the Gate System(Entry&Exit):***Assuming Estimate 2793 Install has been done.*** (I) Linear AE-2000Plus-Tele-Phone Entry System (2) LiftMaster Mega-Ann Operators(One Visitor-One Resident)independent Entry (2) LiftMaster Mega-Arm Operators connected Master/Slave (3) Loop Detectors-(2)Shadow/Safety&(1)Free Exit (1) EVAC-Emergency Vehicle Access Receiver The annual maintenance will include... • Fuur(4)hour response time. (Does not mean problem fixed within 4 hours) • Parts and Labor for all systems listed above • Bimonthly equipment cleaning,adjustments,tests,and safety checks of all equipment listed above • Battery backup,chain,belts,pulley checks,and adjustments to open and close limits • Basic Programming for the Tele-Entry. (Up to 30 requests per Month)-$5 for each additional request (Does not include Data Base rebuilds) • All labor associated with the general maintenance and repairs The annual maintenance does"not"include... • Systems or equipment not listed above • "In-Ground"Loops-Under Pavers or Asphalt • Damage caused by acts of God(i.e.Lightning,Hurricane,Flood,etc.),or FPL power surges • Damage or failures caused by Vandalism or Negligence(i.e.Vehicle hitting gates,people damage through negligence,etc.) • Actual Gate Frame/Leaf,posts,and pedestals Annual"Full"Maintenance Agreement Services-For Equipment Listed Above I 2,400.00 2,400.00 Please sign,date,and return this copy. Subtotal $2,400.00 50%of total is required to begin job. 25%additional when all equipment delivered or powder coat complete. Final 25%when Job is completed. Sales Tax (6.0%) $0.00 Tota $2, 00.00 Customer Signature Page 2 " r ` , New IQ,LLC , NEW 28210 Old US 41 Estimate ` Suite 305 Date Estimate# i V4:.-„,It Bonita Springs,Fl. 34135 239 919-5654 7/7/2016 2804 Name/Address Heritage Greens Master C/O:Resort Management 2685 Horseshoe Drive,S. Suite 215 Naples,Fl. 34104 Terms P.O.# Good for 30 Days Description Qty Cost Total Annual"Preventative"Gate System Maintenance Agreement for Heritage Greens Gate Entrance. Preventative Maintenance of the Gate System will be$450.00 per year,and will include all labor necessary to perform all checks for listed equipment below. Agreement start date is(TBD)and billed annually. Agreement will automatically renew each year,unless either party cancels in writing 30 days prior to the anniversary date TBD)of each year. Maintenance will consist of scheduled semiannual visits,and be done during normal business hours;which are Monday-Friday 8:00am to 5:00pm,excluding holidays. Service calls outside of normal business hours will have an Emergency Call of$100,plus 1 Hour minimum(at the after hours rate)of$150 per hour,then billed in 1Oths of an hour thereafter. PLEASE NOTE:After Hours"Emergency Service"is based on availability only. Scope of Services: All systems under this agreement will be inspected,tested,and verified every(6)months. All maintenance will be performed per factory specifications(for each device),to ensure the equipment is in good working order. We will inspect the entire Gate System and it's peripherals;including loops,detectors,safety sensors,and the Tele-Entry system. Also check all enclosures,conduit,and J-Boxes for leaks or insect issues,along with all wiring connections for loose,corroded,or bad connections. Then check all operational electronics,motors, power sources,belts,chains,pulleys,etc.,then grease or lubricate all required or necessary components. Disclaimer: * New IQ shall not accept responsibility for any gate closures on vehicles or pedestrians. * New IQ shall not accept responsibility for denied or delayed access for any emergency vehicles. Including but not limited to Fire,Sheriff,Police,or EMS. It is the owner's responsibility to open the gate in the event of any emergency or emergency vehicle requiring access. * All electrical power,broad band,or telephone services,etc.,are not included and provided by others. Subtotal Sales Tax (6.0%) Tota Customer Signature Page 1 New IQ,LLC Estimate ttNEW 28210 Old US 41 d. 4 Suite 305 Date Estimate# to Bonita Springs, Fl. 34135 239 919-5654 7/7/2016 2804 Name/Address Heritage Greens Master C/O:Resort Management 2685 Horseshoe Drive,S. Suite 215 Naples,Fl. 34104 Terms P.O.# Good for 30 Days Description Qty Cost Total Equipment List for the Gate System(Entry&Exit): (1) Linear AE-2000Plus-Tele-Phone Entry System (2) LiftMastcr Mega-Arm Operators(One Visitor-One Resident)independent Entry (2) LiftMaster Mega-Arm Operators connected Master/Slave (3) Loop Detectors-(2)Shadow/Safety&(1)Free Exit (1) EVAC-Emergency Vehicle Access Receiver (1) Analog 8CHDVR (5) Analog Cameras The annual maintenance will include... • Four(4)hour response time. (Does not mean problem fixed within 4 hours) • Semiannual- equipment cleaning,adjustments,tests and safety checks of all gate system equipment • Battery backup tests,belt and pulley checks,and adjustments to open and close limits • Basic Programming for the Tele-Entry is still available for the Semiannual Preventative Maintenance agreement for an additional$50 per year.(Up to 30 requests per Month)-$5 each for any additional request. (Does not include Data Base rebuilds) • All labor associated with the general monthly maintenance The annual maintenance does"not"include... • Parts of any kind or labor to install them • Systems or equipment not listed above • Damage caused by acts of God(i.e.Lightning,Hurricane,Flood,etc.),or FPL power surges • Damage or failures caused by Vandalism or Negligence(i.e.Vehicle hitting gates,people damage through negligence,etc.) • Actual Gate Frame/Leaf,posts,and pedestals Annual"Preventative"Maintenance Agreement Services-For Equipment Listed Above 1 450.00 450.00 Please sign,date,and return this copy. 50%of total is required to begin job. Subtotal $450.00 25%additional when all equipment delivered or powder coat complete. Final 25%when Job is completed. Sales Tax (6.0%) $0.00 Tota $ 50.00 Customer Signature Page 2 From:McKnight, Brad Sent:Tuesday,June 14,2016 1:11 PM To:Faircloth,Justin<Justin.Faircloth(a(7stservices.com> Cc:Teague,Calvin<Cal.TeaqueaSTServices.com>:Meadows,Molly <Molly.Meadows a(�stseivices.com> Subject:RE:Heritage Greens CDD-Gate Barrier Arm Proposals Justin, My apologizes for taking so long on commenting on the proposals. I have reviewed each proposal in their entirety. From what I gather 3 of the vendors have proposed apples to apples. The only vendor that proposed an access system change was Simmons which I cannot compare with the others since this proposal differs. Having said that I will start with TEM. I reviewed the existing proposal and found that HG was quoted with swing gate equipment. Since I work with Tom over here at Riverwood I informed him and had him write up a new proposal. (which I have included in this email) This proposal is the most expensive,it does offer the LED barrier arms which is becoming a community standard. This is due to the low cost lighting and significant identification/warning advantages. They also have the Evac system for the fire department.This allows the fire department to have quick access by sounding there unique siren to open the gate. ($17,830.86) The others do not have this in their proposals.The next Proposal I have reviewed is New IQ.This group has the same equipment as the previous without the LED arms and Evac system.The arms in the proposal include a round pipe with red/silver reflective tape for identification. Otherwise the proposal is identical. ($14,145) Lastly Action Automatic has proposed same operators for new barrier arms but has proposed to use 3 existing ground loops and 3 electrical junction boxes. Without doing a site survey myself I can't say whether these can be reused or not.The other proposals have them and there may be a reason or they may be covering their bases just in case, ($13,895)All proposals include removing old equipment also which is good.My recommendation is for New IQ to be awarded the work.They have the most competitive cost margins in there break down for each system. If you look,the mega arm tower is$1000/unit less than the next highest bidder. This is for the same exact product. This means New IQ has put a lot of proposal money into new wiring, this will in my opinion be a great way to make sure uptime of these gates are at their greatest percentage.Also this makes for trouble shooting a problem less costly in the future. They also have included all new loops and supporting equipment, which should eliminate any underlying issues when installing. Note: LED gates could be looked into from New IQ if board so wishes. It may be beneficial now but can always be added later. Very easy to add later by in-house staff at a very competitive price since infrastructure will be there(plug and play). If you need anything further just let me know Justin.Thank you. Bradley McKnight Project Coordinator Severn Trent—North America 4250 Riverwood Dr. I Port Charlotte,FL.33953 0:941.979.8720 M:239.672.0698 I www severntrentservices,com Ts a N O o O V O C Q N O N O O cc,ci 00 O ial inn a` �. �i `ri vi n.: • in in .a m V CI .C13 O O u L a to C A C 4-. - CD Xi 0 'w d > OA • X 4 C a.. W c •.2 v N `a c v a 3 o Co J v - a 2 c co 0 o •0 y F. a o 0 L ✓ V - 7 (o 0 in0 G a I- f- z 0 u m 8 4 8 c o Lr; N On 0, 0 O A I F m W U II} VT V m ca a) V .7 H >• L W �H CO I" ; �K W EE ti c g a $ O - c o cN 3C 0 0 L n m v a. c A U - 7 t0 N ce 0 N QZ 8 Faircloth,Justin From: Pat Wallrich <pjmlawn@centurylink.net> Sent: Friday,July 15,2016 6:29 AM To: Faircloth,Justin Subject: RE: Heritage Greens CDD-Exit Visibility Improvement Justin Faircloth Heritage Greens CDD 2- Bids—Gate House clean up And Exit visibility: Gate House: Removal of shrubs south and both sides up to side walk of Gate house and replace with new shrubs for better view in turn around area. Front of fountain equipment would be covered with red oriental grass and sides would be planted with mixed color of lantana shrubs low coverage for view and color. Quote $360.00 Removal,dumpage, plants and labor. Exit wall removal and improvement: Removal of wall and try to keep one pillar to match west wall appearance. Removal of shrubs and palm trees along east side for full view to the west. Trim up qulva trees back wall and landscape to match west entrance and no to block visibility Quote$880.00 Removal, Dumpage, plants and labor Pat PJM Landscape From: Faircloth,Justin [mailto:Justin.Faircloth@stservices.com] Sent: Friday, June 17, 2016 1:15 PM To: pjmlawn@centurylink.net Subject: Heritage Greens CDD - Exit Visibility Improvement Pat, Heritage Greens CDD is looking for ways to improve the exit visibility to the east when people leave the community. Attached are several photos that show the current landscaping and walls.We are proposing to remove part of the wall closest to the stop sign from the column towards Immokalee Road (see marked up picture in the pdf with yellow lines). This wall is about waist high and is parallel to Heritage Greens Drive.Approximately 8'of this wall will need to be removed and only the southernmost end column will remain.The column will need to be salvaged,repaired,and painted.The landscape behind this wall going east would be removed as well.We would leave the oak beside the sidewalk and the cocoplums along the wall In front of the elementary school.All of the palms directly behind the wall to be removed and various small bushes around it will need to be removed.Grass will need to be planted in place of the landscaping.As you can see from the last two photos of the sign on the entrance side there are two columns bracketing the sign,and we are trying to follow this look on the exit side by leaving the column. If interested, I would appreciate a proposal for this work by Thursday Morning July 7th so it can be included in the agenda packet for the Board to review. Please let me know if you have any questions about the scope of this project. I look forward to hearing from you. 1 1-aircloth,Justin From: Devilbiss,Yuri <Yuri.Devilbiss@nexteraenergy.com> Sent: Thursday,July 07,2016 1:22 PM To: TempletonMark;Saksa,Trevor; Faircloth,Justin Cc: ScottChris Subject: RE: FPL VEGATATION REMOVAL REQUEST. Hello Justin From:TempletonMark[mailto:MarkTempleton@colliergov.net] Sent: Wednesday,June 15, 2016 3:39 PM To: Saksa,Trevor Cc: Devilbiss,Yuri; ScottChris Subject: RE: FPL VEGATATION REMOVAL REQUEST. CAU'T'ION -'>EXTERNAL EMAIL Thanks Trevor, The application type needed to proceed with tree removals depends,to a certain extent,on the amount of trees that will be removed. In the case of Heritage Greens,since they want to remove more than 10, it will need to be done through an ICP. ICP's are required to be submitted by a landscape architect registered in Florida.The landscape architect will include code minimum landscape calculations verifying that code minimum landscape is met whether trees need to be replaced or not. Yuri, Attached please find the ICP application to pass along to the Heritage Greens HOA if they will be hiring the LA.This would be an ICP to the PPL for Heritage Greens Thank you both 99 04 County Mark Templeton Principal Planner/Landscape Review Collier County Growth Management Department Development Review Division 2800 N.Horseshoe Drive Naples,FL 34104 Phone:239-252-2475 Fax:239-252-6945 Disclaimer-this email is not to be interpreted as an endorsement or approval of any permit,plan,project,or deviation from the Land Development Code. From: Saksa,Trevor[mailto:Trevor.Saksa(afpl.com] Sent: Monday,June 13, 2016 3:13 PM To:TempletonMark Cc: Devilbiss, Yuri Subject: RE: FPL VEGATATION REMOVAL REQUEST. Hi Mark, We do try to work with tree owners to remove and replace trees on private property that are interfering with the reliable delivery of power. Sometimes these trees are just"volunteers" and others are part of the county required landscaping. We are able to offer a replacement program when needed and all the work we do-whether trimming or removal-is at no cost to the property owners. It sounds like Yuri will have to work the HOA at Heritage Greens to have the proper documentation submitted. Yuri mentioned that there are other projects coming up in Collier Country that may need removals. Would it be best to handle these on a case by case basis,or is there a standard policy for replacement of landscape trees that can serve as a guide for working with property owners? Please feel free to call me with any questions at 239-245-5478. Best Regards, Trevor 5aksa Vegetation Specialist 239-332-9178 (office) Florida Power&Light Company "This document contains non-public transmission information and must be treated in accordance with the FERC Standards of Conduct" From:TempletonMark [mailto:MarkTempleton©colliergov.net] Sent: Friday,June 10, 2016 4:03 PM To: Saksa,Trevor Subject: FW: FPL VEGATATION REMOVAL REQUEST. CAUTI.CN`-;EXTERNAL MAS Trevor I received the email below from someone with ACRT who has been contracted by FPL to remove trees in several locations around Collier County that are interfering with lines. Many of these appear to be on private property, not all within right-of-way. Does ACRT remove the trees at no charge to the HOA and/or provide financially for any code required replacement trees? In the case of Heritage Greens,we would require an ICP(Insubstantial Change to the approved PPL)for the removal and possible replacement of these trees which requires plans to be prepared and signed&sealed and submitted by a landscape architect. 2 Thanks in advance Co er County Mark Templeton Principal Planner/Landscape Review Collier County Growth Management Department Development Review Division 2800 N.Horseshoe Drive Naples,FL 34104 Phone:239-252-2475 Fax:239-252-6945 Disclaimer-this email is not to be interpreted as an endorsement or approval of any permit,plan,project,or deviation from the Land Development Code. From: Devllbiss,Yuri [mailto:Yuri.DevilbissOnexteraenergy.com] Sent: Friday,June 10, 2016 11:09 AM To:TempletonMark Cc:AnthonyDavid Subject: FPL VEGATATION REMOVAL REQUEST. Good afternoon gentlemen, Mark-Along Immokalee Rd. in front of Heritage Greens is a line of 35 Washingtonian palms.the fronds of this type of palm create a safety hazard because of the flat fan like growth,they will fly all most vertically for a far distance. During the light winds we had Sunday and Monday we had quite a few power interruptions due to these palms.At least twice a year the feeder goes out due to these palms. I would like to remove them.Are the palms in question part of his county veg requirement?And if so what would he be able to replace them with?In Lee county,palms are three to one for hard woods,so can they be replaced with 12 Florida native hard woods?My only request is nothing that will grow high enough to cause a problem with FPL facilities silver button woods or geyers ect.This power line supplies about 4000 residents with power and is also a CIF feeder so there is critical infrastructure getting its power from it as well. 3 ., / ',.. 1 All .. Its A a fir, iii t .. u, . , - .r.4 } _ ' _ ii.�Rw b?"�iftf7 - -. ci- - ` Y, kO�y$u 'r .•+z vy� a 0.-,—,c,;..-,,,v...';',..-;.47,;,-.--r-,,,, ,..,,te1v � ,, s,. tIt' - ,--;.kq-,.,!i*M..r;,..,i.--;'--k..,-..gg.--,,,i,x,4.'..r." - You can see from this picture how many fronds fell in light wind,and how many are still on the palms.each one has the potential to bring down the feeder. 4 4iX4 '�:a ! `£ x� ryr skVf 7 ,T,.1jt l „:,:::,..1,,,,144t,..,'' S I,y ';.;'� d `fi sir 4 3+ P fTM ,' ,":--.15-4'.• r:'9- i, "k j t.. ,.&., *a., ,, �,3 .rd. 1� s , a 1.0'1'v�,t ,3 ,:•..-.-V.,0 til ; sib, :f 4 '� -4,- a 15 .'' 1.-.".'4^ ¢M'` +A, 4 _ 4 9 ..i: ; 2 � x� :.,-,-1,. o w �' t ..� � i'.., 4”e $est` f .2.. eik • p$.j�. ,,p „...:,_,--4 ..,—*,,_,,,,,„?.,,,... ,, f > ,, - r AA' y,� •i. , ...'•-..-',. . �t x----. 11,A,.. ,,,:- VAC `4 �'�n F .�':. ,� 4,-,1,,t:�� 't.,::1,1. ;A ` , 'ttom IK2 �� - +s . r �¢ z Pi > Y s. if . , .fi ♦j r, .. ,` X7 1 ` , 5 c k „p,'' `s lr - i] a s q i. � r� ♦ e - 0 i. a � .fi e` ” .,, ;, ,� j ' SSS < .,y a.A �.-)ti; € -:., � � y %.it' *-:-.':. ----Ati*.ir 411444 {• a l ,,,..74-.' ,..- 3 f`I ,''''-;.'.-4,.•44:-1,'''..:44.' . • ,° 0 ; , �$2 ,.;�} �; - v'44.,,, 3' a f' - ob i' -,..;A a_ fi 3R f .a1'2 #99 H 'sd, i fi` ,, 2. , ,,_,,,,:ptl. ..k.,-is raj • 4-:, -,`:4f ,. -,. .oil 1°; ' `.-,,,----1 r. s r k'+,a '-i' �' '`.!:,';1'.• 4' '_• 3 `;.L; �'-r , . � � � to ,„,,,A. ,-'11- �' �: � a�;� a , `� ,' %°m�, '�,3`r1,-'',.,:„1,.-:,--',:,,,,, '� e� • � '� k...4,`°•'--',--k-..4,,,A•' „. { i� 11"4,t..p.,4403,1.-1---:"� � tit: �+_,`�,,� � eK�' X a x. '� � � qc r .eft^-, ..,-.,;;.---. „,... Illyiltyie,,,,tf,-;-?..,.,.. . t,!!`. ok .,.0.10,,,,,, _ 7.i' �M2`, s��ry' -‘;4:',,,f)'4",,,,•, .-11, " ;, it A` t-;14 r 'J' " `` b -- 1 ',�'. ",y+'^'+, K.w: 10:- N � �F ;,.,,,,X4-, fa Ort '4 •.---,N,-,-, }„_ ' 6 1 A ,Jk.'�,x y� N 'l„ S q +l't h4 i F t35w d l Just a few that hit the feeder 5 qxyq} a'n'.taZd .> _a N ` "Pf' .k ; " A 4, F fi %"" „� . n � >.w a c, t1-",- ..COufl tV'8ds,rte, r'',i,,,,,-,:','::.Q� 0, .d"�a r a , k Rd � mss',:,- IM1M�14K'ALEE o�- Rr */A"-''''''''''''''p, t t a. +y 4�.niy � . 424 �= =• �r�4n, '1E3-g�-.��� (e 4• 1 i If xt . • ! ' .. 'fi0I i 3. - (y„ 4 . . i� 111€€€€ , s y s ;*'l'•` ....,,;,;—_•..;:;:i::::'''''''..1*,,,,-,1:7::::::.7,IA; $ i •„{ o 11:tf,-,,,, e..,,„?.-.A-6-.::-;...1 e 3 ; x 7+ n ,,,:,7,,..,,,,4,.,,,, sA �rTn.. t* �"0 t 35 s �p €re» . i4,1s � �... x pet1z -, 9 a t 1+# i# �w - i00, Ip ' • 4. '„ f � gg? o# �ln ��lutfons 'FE� 9oudayr , ,,, ''''''':::;:3'1'; ""� F �� _ .A �"::: �FIOIId�0owerensLight- `'- Thank you. Yuri Devilbiss I V.M.Contract Arborist working on behalf of Florida Power&Light Company vuri.devilbiss(c�nexteraenergv•com CELL(239)292-9750 ACRT,Inc.Independent Utility Vegetation Management 1333 Home Avenue,Akron,OH 44310 C(239)292-9750 Assessment • Consulting • Representation • Training 6 THIS MESSAGE IS INTENDED ONLY FOR THE PERSONAL AND CONFIDENTIAL USE OF THE INDIVIDUAL OR ENTITY TO WHOM IT IS ADDRESSED AND MAY CONTAIN INFORMATION THAT IS PRIVILEGED,CONFIDENTIAL,AND EXEMPT FROM DISCLOSURE UNDER APPLICABLE LAW. If the reader of this message is not the intended recipient,or the employee or agent responsible for delivering the message to the intended recipient,you are hereby notified that you have received this message in error and that any review,dissemination,distribution,or copying of this communication is strictly prohibited. Under Florida Law,e-mail addresses are public records.If you do not want your e-mail address released in response to a public records request.do aot send electronic mail to this entity.Instead,contact this office by telephone or in writing. 7 41111111111111111, ------ —..-,7 170,;;;.-7-- / aD I _, , i r6 i 0 0 i 1 1 i I 1 (3. I Cimete...t,, , i & ii..„ i„...-.! ri. ,, , ,4;- a /.. , 3 0 . 1 0 o. % 1 , . s , . ; 1 . ( , 1 4 i i 3 1 •,t I Jake's Property Services Proposal /JAKE'S 254 W. Johnstown Rd Date Bid# Gahanna, OH 43230 6/30/201616073 "Yeah, We Do That!" _ - Name/Address Heritage Greens CDD 5911 Country Lakes Drive Fort Myers,FL 33905 Terms Description Total Demo and remove column and wall 14'as described by Justin,repair stucco&paint remaining column, 3,548.48 remove mulch,bushes,trees.Grade and fill with dirt &sod Sod,Dirt,&supplies(stucco,paint.elec&irrigation repair supply) 936.00 Rubber Track Mini Excavator 798.00 Dump Fee 68.25 Fuel Charge;Admin fee 141.75 Any alteration or deviation from the above specifications will become an additional charge.All work is Subtotal $5,492.48 guaranteed to be performed in a professional,workmanlike manner.Any unmarked utilities or buried dog fences,privately installed are the home or property owner responsibility to have marked or repair if cut during excavation.Any damage to concrete or asphalt surfaces in which equipment may be driven over is Sales Tax(7.25%) $0.00 not our responsibility to repair.The above items are based on actual quantities used for project.If our crew uses more or less material your price will be adjusted accordingly. This estimate may be withdrawn Total 85,492.48 by us if not accepted within 15 days. A 50%credit card deposit is due upon start&scheduling of project. If project is cancelled a 15%administrative charge will be billed.All accounts are due upon completion of -- project.(day of completion)to be charged to same credit card A 25.00(or 2%whichever is greater)late fee will be applied per month if not paid in full. Signature E-mail Web Site PH:6l4-537-7485 FAX:614-413-2870 jakespropertyservices(r,)gmail.com www.jakespropertyservices.com TEM Systems,Inc. PROPOSAL EG-13000211 25150 Bemwood DR.#6,Bonita Springs,FL 34135 Phone:(239)390-0615 Email:tguzzo@temsystems.com temsystems.com Fax:(239)495-3006 May 23,2016 Budgetary Proposal Prepared For: Heritage Greens CDD Justin Faircloth 2215 Heritage Greens Drive Naples,FL 34119 Project Name:Gate Operators replacement and removal of existing equipment. TEM Systems,Inc.has been providing customized solutions according to our client's needs in Florida since 1957. We are a family owned and operated company and in 2016 we celebrate our 59th Year, the only"Gate"company in Florida with that record.TEM supports a diversified market including homeowners,homeowner associations,property management and owner associations,private companies,large corporations,hospitals,hotels,schools,universities and airports,as well as various governmental institutions.TEM provides professional support and quality service in the following areas: • Parking Systems(gated communities,commercial/residential) • Access Control/Gated Access • CCTV/Surveillance • GateHouse®Visitor and Residential Access Management Software Our installation base consists of simple stand-alone applications to complete network solutions.Our Systems Consultants will help you design and implement the solution that will best meet not only your needs,but your budget!TEM Systems has 5 sales and service offices located in Sunrise(Ft. Lauderdale),Orlando,Tampa,Naples and Jacksonville as well as affiliates in North and South Carolina.We are ready NOW to provide you with the best possible solution to your needs and our support team is qualified,trained,licensed and insured! System Overview: Replace existing gate operators with one(1)HP Viking Operators. Provide and Install concrete pads for all four(4)operators. Provide and Install photo-sensors. Provide and Install emergency fire Evac. Provide and install loop detectors and loop detector harnesses. TEM Consultant: Client: Date: TEM Systems,Inc.4747 Nob Hill Road Suite 5,Sunrise,FL 33351 Heritage Greens CDD/Page I of 4/5123/2016 EG-13000211 • Page 3 TEM Systems,Inc. May 23,2016 PROPOSAL The above price includes design / engineering of system, supply / mounting of hardware specified above,control wire connections, as well as supervision of complete installation which includes system walk-thru and instruction. The above price does not include the following unless it is specified in writing in this proposal: Concrete,electrical labor and/or materials,additional insured and/or performance bonds,any responsibility for pavers,permits,phone lines or DSL,programming of customer data information into software,if required. Electrical Considerations(if applicable):The electrical requirements exclude any existgincode violations which an inspector may identify/flag and/or require repaired in order to sign off on TEM permit. Additionally,all existing conduit raceways being reused must be in reasonable condition and reusable. TEM will need to be reasonably assured that these conduits and wires are in satisfactory condition,before proceeding with installation. Engineering Fees(if applicable): All though the current scope of work does not include/require engineering services and/or sealed drawings. TEM is capable of providing system engineering CAD drawings,as-built,at an additional cost. Progress Payments(if applicable):If the above project is delayed by the customer for any reason by more than 30 days from agreed upon delivery date. TEM may elect to invoice the customer for an additional 25%deposit. Payment is expected to be remitted within 15 days of billing. Failure to comply may result in delays in the installation. NOTE: TEM reserves the right to substitute any equipment that has been discontinued with models of equal or superior performance.Terms are 50%deposit with order.The net amount due on receipt of invoice unless otherwise stated in this document. Account will be charges 1 112%per month after 30 days. Canceled orders for stock products are subject to a 25%restocking fee. Special or custom orders arc non-cancelable. If customer delays installation is by more than 45 days atter scheduled installation date,equipment balance will be due and payable upon receipt of invoice. The aforesaid property is sold and delivered with the condition affixed that the title thereto shall remain in the seller until the purchase price thereof shall have been paid in full. If default shall be made in the payment of any of the aforesaid payments,notes or checks,given in purchase of said property,and shall continue for thirty days. All of said payments,notes or checks shall become due immediately and seller or its assigns shall have the right to retake said property,with or without process of law. The seller may resell said property,so retaken,at public or private sale,and upon such tens and in such manner as it may determine from the proceeds of any such sale,the seller shall deduct all expenses for retaking,repairing and reselling said property,including reasonable attorney's fee: and the balance shall be credited to the amount due on the aforesaid purchase money payment,notes or checks,any surplus shall be paid over the purchaser,and any deficiency shall be paid by him. There shall be no abatement in the purchase price because of damage or destruction of property by tire or otherwise. No representations have been made by the sales representative that are not included herein. The purchaser agrees to pay the cost of collection and a reasonable attorney's fees on any part of said purchase price that may be collected by suit or by attorney after the same is past due. It is further understood and agreed that all covenants and agreements of this purchase shall be binding upon and applied to the heirs,executors,agents,legal representatives and assigns of the purchase. The above conditions of purchase and payment are hereby accepted. This order is not in effect until signed by TEM Management. Thank you once again for your confidence in TEM systems and myself. If you have any questions or I can be of further assistance please do not hesitate to contact mc. Agreed To And Accepted By: Agreed To And Accepted By: Client: Consultant:Tom Guzzo Client Title: Title: Sales Consultant Client Signature: Signature: TEM Consultant: Client Date: TEM Systems,Inc.4747 Nob Hill Read Suite 5,Sunrise.FL 33351 Heritage Greens CM/Page 3 of4I 5232016 EG-13000211 SIMMONS SECU IN AND SOUND PLLC SIMMONS'SECURITY z,. Brix 9 ' N ni , I rid 3 31 1 Tot r',J' fi r Jf'.9 • 1�xa39 261.b2.74 tyt SYSTEM' [ t=:<I.e 1 n.,r-s.,f 1-1.X1i,•t1 Ttz' r:;,[i<!t [r,t: u, t tF.f[ 1 1.;•= ESTIMATE Date: Customer: Severn Trent Services Address: 5911 County Lakes Dr Ft Myers FL 33905 Address: Email: justin.faircloth@stservices.com Email: Telephone: 239-245-7118 X306 Telephone: We propose to funish and install the following: Qty Description Total 4 Mega Arm Barrier Gate With Full Cabinet Includes $ 11,960.00 Batteries. Surge And Relay 4 15'LED Arm Install Kit $ 2,816.00 4 LED Strip And Wire Harness $ 640.00 4 Reflective Photocell $ 632.00 1 DoorKing 1835 Phone System With 3000 Memory $ 3,676.00 1 Prox Reader For 1835 Phone System $ 178.00 1 DoorKing Microplus Weigland Receiver $ 160.00 100 DoorKing Microplus Transmitter $ 3,000.00 Wire $ 200.00 64 Labor $ 4,800.00 Labor and Material Total $ 28,062.00 *** Price includes removal of existing gate equipment All material is guaranteed to be as specified unless unavailable at the time installation is to he completed.Any substitutes to be approved in advance by the customer.The installation work to be performed in accordance with the written description, drawings and specifications submitted and completed in a substantial workman like manner. Payment terms are 50% due upon acceptance. 50%due upon completion. Price above includes labor to install and one year material and labor warranty Customer Acceptance: Signature Print Name Date 1,-11.:M' SYSTEMS, INC. 4747 Nob Hill Road,Suite#5,Sunrise,Florida 33351 *800-777-8912*954-577-6044*Fax 954-572-4531 TEM Systems,Inc.has been providing customized solutions according to our client's needs in Florida since 1957. We are a family owned and operated company,third generation and in 2016 we are celebrating our 59th Year!TEM is the only"Gate"company in Florida with that record. We were originally known as Cincinnati Time,or"Cincinnati Gate." Over time,we evolved into Time Equipment of Miami and finally TEM Systems,Inc. Today,TEM provides professional support and quality service in the following areas: • Automated Gate&Parking Systems(gated communities,commercial/residential) • Access Control/Gated Access • State of the Art CCTV and Surveillance Systems • Gatehouse®Visitor and Residential Management with a wide selection of additional modules available including Pass Printing,Automated Attendant and many more. • Burglar Alarm Systems and Monitoring • Virtual Guard Systems • Full Service Maintenance Agreements that include parts and labor. TEM supports a diversified market including homeowners,homeowner associations,property management and owner associations,private companies,large corporations,hospitals,hotels,schools, universities and airports,as well as various governmental institutions. Our installation base consists of simple stand-alone applications to complete network solutions. TEM Systems Consultants will help you design and implement the solution that will best meet your needs,as well as,your budget. TEM has sales and service offices throughout Florida,with affiliates coverage in North&South Carolina. All are ready to provide you with the best possible solution to your needs. Over 59 years ago,TEM started as a service organization,and that tradition continues today. We have the largest fleet of fully equipped service vehicles ready to help our clients at a moment's notice. TEM technicians are factory-trained and certified. Our software support team are able to"dial up"client locations and provide hands on support. We also provide flexible hardware and software support agreements tailored to meet specific client needs. TEM has built its reputation around value by providing the highest quality products and systems,with the strongest service and support,all at a fair price. Call us today at 1-800-777-8912 or log on to www.temsystems.com. TEM is your"Source behind the Solution" Corporate Office TEM Systems,Inc.,Suite 5,4747 N.Nob Hill Road,Sunrise,FL 33351 Branch Offices Dade/Broward/Palm Beaches*Orlando*Tampa*Naples*Jacksonville Licenses EG-13000211 Affiliates TEM Systems LLC,(888)-864-4367 www.temsystems.com www.gatehousesolutions.com www.temsystemsnc.com DATE: 06/27/2016 Copeland Southern Enterprises,Inc. 1668 Many Road North Fort Myers,F1,33903 OWNER INFORMATION: PROFESSIONAL SERVICES AGREEMENT BETWEEN TELEPHONE NO.: (239)245-7118/306 COPELAND SOUTHERN ENTERPRISES,INC.AND Fax No: (239)245-7120 Heritat a Green Community Development District E-MAIL:Justin.Faircloth(4tservices.com. OWNER INFORMATION: PROJECT MANAGER:Scott Copeland copelandsei(c�aol.com OWNER'S ADDRESS: 2215 Heritage Greens Drive,Naples,Fl 34119 FEE AND TYPE: BILL TO THE ATTENTION OF:Justin Faircloth,Assistant District Time&Materials based upon the Rate Schedule Manager in effect at the time service is rendered. PROJECT NAME: Heritage Greens, Entrance Wall Demo & Landscape Estimated Fees: $ Modification to N.E. Corner of Main Entrance. WORK DESCRIPTION: Remove 13 feet of N.E. Wall, Repair damaged Not-To-Exceed Fixed Fee based upon the Rate Stucco,on North face of Column,Prime and Paint with exterior matching color Schedule in effect at the time service is rendered: plus remove all existing shrubs and palms on E.side of wall except for the Oak and Coco plum. Lump Sum Fixed Fee: $ 3.775.00 REMARKS: I)Repaired areas of stucco will receive 1 coat of primer and 2 coats of paint to insure the paint coverage is consistent. 2)Guest and Residents Total Fees: $ 3,775.0Q will need to be notified by the board prior to the work taking place to take extra care when leaving and entering the main entrance during work hours. Dear Justin Faircloth Pursuant to your request, Copeland Southern Enterprises, Inc. is pleased to submit the following proposal for the Wall Demolition Project at the NE corner of the Main Entrance area For the above-referenced project: SCOPE OF SERVICES(Limited to the following): 1. MOT will be set up around work areas to insure safety for local residents and visitors during the work hours. 2. A 4 man crew will Demo and remove the N.E. Entrance wall leaving the South Column by Sign in place. 3. Crews will re-stucco North face of remaining Column to match existing skip trial texture&repaint with matching colors,Appling l coat of primer and 2 coats of paint to new texture and north face of column. 4. Crews will remove all under brush and palmettos leaving the Oak,Coco plum and ornamentals in place. 5. Crews will re-grade work area where trees and wall has been removed and install matching sod. 6. All trees,brush,concrete wall and trash from work area will be hauled to County Land Fill 7. Work is estimated to take 2 days to complete. 8. MOT will he removed once all work is completed and work area has been cleaned. Note: Any additional work and services requested, and is not found in this Proposal can be done, but will require additional cost to be paid in full with proposal fee upon the completion of work. We at Copeland Southern Enterprises hope this meets your approval and satisfies your requirements.If so please sign the contract agreement below and return a copy to our office by Fax or Email.Should you have any questions or need any additional information, Please do not hesitate to call Scott Copeland at 239-995-3684 or Mobile#239-707-6806.Fax 239-995-0058 OWNER AUTHORIZATION: I warrant and represent that I am authorized to enter into this contract for professional services and I hereby authorize the performance of the above services and agree to pay the charges upon the completion of the Job resulting there from as identified in the"FEE TYPE"section above. I have read,understand and agree to these Standard Business Terms. Authorized Signature: Date: Typed Name&Title: laz V , - i r x �1F ' • .c a1s • +-x2''3 f ", L....= ` S x7 ff •1400116 . , Heritage Greens CDD is looking for ways to improve the exit visibility to the east when people leave the community.Attached are several photos that show the current landscaping and walls.We are proposing to remove part of the wall closest to the stop sign from the column towards Immokalee Road(see marked up picture in the pdf with yellow lines).This wall is about waist high and is parallel to Heritage Greens Drive.Approximately 8'of this wall will need to be removed and only the southernmost end column will remain.The column will need to be salvaged, repaired,and painted.The landscape behind this wall going east would be removed as well.We would leave the oak beside the sidewalk and the cocoplums along the wall In front of the elementary school.All of the palms directly behind the wall to be removed and various small bushes around it will need to be removed.Grass will need to be planted in place of the landscaping.As you can see from the last two photos of the sign on the entrance side there are two columns bracketing the sign,and we are trying to follow this look on the exit side by leaving the column. If interested, I would appreciate a proposal for this work so it can be included in the agenda packet for the Board to review. Please let me know if you have any questions about the scope of this project. I look forward to hearing from you. Sincerely, Justin Justin Faircloth Assistant District Manager Severn Trent—North America 5911 Country Lakes Drivel Fort Myers, FL 33905 0: (239)245-7118 ext. 3061 M: (239)785-06751 www.severntrentservices.com 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. Southwest Development Services, inc. PROPOSAL 690 23`d St NW Date proposal Naples,FL 34120 (239)470-5522 6-23-16 2161 To: HERITAGE GREENS CDD C/O SEVERN TRENT ATTN:JUSTIN FAIRCLOTH 5911 COUNTRY LAKES DRIVE FT.MYERS,FL 33905 Project Description Amount RE:ENTRY COLUMN - REMOVE AND DISPOSE OF 10 L.F.OF CONCRETE WALL AND END COLUMN,ABOVE GROUND. - GRIND,STUCO AND RE PAINT THE EXISTING WHERE THE WALL WAS REMOVED. - REMOVE AND DISPOSE OF GUVA TREE AND OTHER VEGETATION LYING WITHIN 25' EAST OF SAID WALL AND INSTAL FLORITAN SOD WITHIN THIS AREA TO MATCH EXISTING. Note:Permits by others,if needed. Thank You. Proposal valid for 30 days Total $7,590.00 • \ 77 % \ ) j ~nl \ k k 0tn / r-- o • ] u E 7 � 0 ✓ °L. ƒ E d y 2 > = 2 } E 8 m 2 < a) Q. $ 0 k J • 2 lan 0 / \ u J ) § . \ E » 111 g - o O — o 4- o j 7 2 ) 0 J 3 ) 4-, 7 \ 72 � \ k01 z § o § c t • E 8 / 1 t z k § 0 ) \ E u 0 $ ) E VI \ 7 00 > $ a 3 } k e ' l'b q4' It's Go Time '.`. rtic torriy.r, 1_,-,. , , , (.;,,,,, rtirrr ir But what about the email messages, calendar � 1appointments and �. r j � contacts you have now? When you switch email systems, your email messages, calendar entries and saved contacts do not move automatically. Unfortunately, the process of manually moving your existing data onto a new system (or Migration) can be time consuming and fraught with risk of losing this valuable information. GoDaddy can help you transition to Microsoft Office 365 without hours—or even days—of work and the stress of critical data loss. 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W ) C • l8 V' L C CCS 2_ CG 0 tQ /o , o 0 E �m b . 0 'N a) O O N C `s 0 L'1 K( I (Uf�1 imo CO MI a. 10 r• f:a r- a E O `0 d ,t SII cr, -r- >, NMI Q) y a) -5 a 0 C� a3 c y �_ S Q .w t4 0) V) E � W a) 0 ,;E ( o -65 00 a) (71 tA r•, C �' C — 'v o m r o c ` ar v o a) o is o m 0 ,., o m oy C 0W a. -a < ' 0 kn O. to HERITAGE GREENS Community Development District Financial Report June 30, 2016 Prepared by SEVERN TRENT SERVICES HERITAGE GREENS Community Development District FINANCIAL STATEMENTS Balance Sheet Page 1 Statement of Revenues,Expenditures and Changes in Fund Balances General Fund Page 2-3 SUPPORTING SCHEDULES Non-Ad Valorem Special Assessments Page 4 Cash and Investment Report Page 5 Bank Reconciliation Page 6 Check Register Page 7-8 HERITAGE GREENS Community Development District Financial Statements (Unaudited) June 30, 2016 HERITAGE GREENS Community Development District General Fund Balance Sheet June 30,2016 ACCOUNT DESCRIPTION TOTAL ASSETS Current Assets Cash-Checking Account $ 48,034 Investments: Money Market Account 247,400 SBA Account 633 (TOTAL ASSETS $ 296,067 I LIABILITIES Current Liabilities Accounts Payable $ - Accrued Expenses 1,437 Total Current Liabilities 1,437 TOTAL LIABILITIES 1,437 I FUND BALANCES Assigned to: Operating Reserves 58,697 Reserves-Drainage 6,000 Reserves-Fountains 5,500 Reserves-Irrigation System 7,500 Reserves-Roads and Sidewalks 35,251 Reserves-Signage 1,000 Reserves-Wall Painting 6,000 Reserves-Wall Replacement 12,786 Unassigned: 161,896 TOTAL FUND BALANCES $ 294,630 TOTAL LIABILITIES&FUND BALANCES $ 296,067 I Report Date:711/2016 Page 1 HERITAGE GREENS Community Development District General Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending June 30,2016 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD REVENUES Interest-Investments $ 500 $ 375 $ 655 $ 280 131.00% Interest-Tax Collector - - 7 7 0.00% Special Assmnts-Tax Collector 242,903 242,903 242,905 2 100.00% Special Assmnts-Discounts (9,716) (9,716) (8,792) 924 90.49% Other Miscellaneous Revenues - - 1,040 1,040 0.00% Gate Bar Code/Remotes 1,100 828 1,045 217 95.00% (TOTAL REVENUES 234,787 234,390 236,860 2,470 100.88% Administration P/R-Board of Supervisors 7,200 5,400 4,200 1,200 58.33% FICA Taxes 551 414 321 93 58.26% ProfServ-Engineering 1,000 747 225 522 22.50% ProfServ-Legal Services 4,000 2,997 634 2,363 15.85% ProfServ-Mgmt Consulting Seri 39,223 29,421 29,417 4 75.00% ProfServ-Property Appraiser 3,644 • 3,644 3,644 - 100.00% ProfServ-Special Assessment 5,463 5,463 5,463 - 100.00% ProfServ-Web Site Development 650 375 487 (112) 74.92% Auditing Services 3,200 3,200 2,800 400 87.50% Postage and Freight 1,500 1,125 321 804 21.40% Insurance-General Liability 8,691 8,691 7,865 826 90.50% Printing and Binding 1,000 747 568 179 56.80% Legal Advertising 1,500 1,125 670 455 44.67% Misc-Bank Charges 800 603 519 84 64.88% Misc-Assessmnt Collection Cost 4,855 4,855 4,682 173 96.44% Office Supplies 175 135 - 135 0.00% Annual District Filing Fee 175 175 175 - 100.00% Total Administration 83,627 69,117 61,991 7,126 74.13% Public Safety Contracts-Mgmt Services - - 800 (800) 0.00% Contracts-Security Services 47,000 35,253 35,033 220 74.54% Contracts-Cleaning Services 1,920 1,440 2,055 (615) 107.03% Contracts-HVAC 350 261 - 261 0.00% Communication-Telephone 1,750 1,314 1,324 (10) 75.66% Electricity-Entrance 2,200 1,650 1,368 282 62.18% Utility-Water&Sewer 700 522 544 (22) 77.71% Lease-Carts 1,500 1,500 - 1,500 0.00% R&M-Gate 3,000 2,250 587 1,663 19.57% Report Date:7/1/2016 Page 2 HERITAGE GREENS Community Development District General Fund Statement of Revenues,Expenditures and Changes in Fund Balances For the Period Ending June 30,2016 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(S) AS A%OF ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD R&M-Gatehouse 2,130 1,952 1,727 225 81.08% Op Supplies-Transmitters 1,200 900 439 461 36.58% Op Supplies-Gatehouse 900 675 1,378 (703) 153.11% Cap Outlay-Equipment 3,800 2,853 - 2,853 0.00% Total Public Safety 66,450 50,570 45,255 5,315 68.10% Landscape Service Contracts-Landscape 18,000 13,500 12,425 1,075 69.03% Contracts-Preserve Management 2,000 2,000 880 1,120 44.00% Electricity-Irrigation 2,200 1,647 1,445 202 65.68% R&M-Renewal and Replacement 1,000 747 225 522 22.50% R&M-Canals 2,600 1,300 1,188 112 45.69% R&M-Fountain 2,700 2,025 829 1,196 30.70% R&M-Grounds 3,000 2,250 125 2,125 4.17% R&M-Irrigation 1,500 1,125 400 725 26.67% R&M-Preserves 100 48 - 48 0.00% Misc-Special Projects 7,000 5,247 4,805 442 68.64% Total Landscape Services 40,100 29,889 22,322 7,567 55.67% Road and Street Facilities Electricity-Streetlighting 11,000 8,250 7,807 443 70.97% R&M-Dralnage 1,500 1,125 - 1,125 0.00% R&M-Roads&Alleyways 2,000 1,503 - 1,503 0.00% R&M-Sidewalks 4,000 2,997 - 2,997 0.00% Traffic Signage Rehabilitation 1,260 945 1,380 (435) 109.52% Reserve-Roadways 24,850 - - - 0.00% Total Road and Street Facilities 44,610 14,820 9,187 5,633 20.58% TOTAL EXPENDITURES 234,787 164,396 138,755 25,641 59.10% Excess(deficiency)of revenues Over(under)expenditures - 69,994 98,105 28,111 0.00% Net change in fund balance $ - $ 69,994 $ 98,105 $ 28,111 0.00% FUND BALANCE,BEGINNING(OCT 1,2015) 196,525 196,525 196,525 FUND BALANCE,ENDING $ 196,525 $ 266,519 $ 294,630 Report Date:7/1/2016 Page 3 HERITAGE GREENS Community Development District Non-Ad Valorem Special Assessments-Collier County Tax Collector Monthly Collection Distributions For the Fiscal Year ending September 30,2016 Discount! Gross Date Net Amount (Penalties) Collection Amount Received Received Amount Costs Received Assessments Levied FY 2016 $ 242,905 Allocation% 100% 10/26/15 2,140 121 44 2,305 11/13/15 28,620 1,217 584 30,421 11/30/15 121,642 5,163 2,483 129,288 12/14/15 46,645 1,952 952 49,549 12/31/15 6,015 199 123 6,338 01/29/16 6,941 176 142 7,259 03/11/16 3,568 46 73 3,687 03/31/16 8,004 14 163 8,181 05/05/16 2,597 - 53 2,650 06/10/16 931 (27.66) 19 922 06/15/16 2,326 (69.15) 47 2,305 TOTAL 229,430 8,792 4,682 242,905 %Collected 100% TOTAL OUTSTANDING $ - Report Date 7/1/2016 Page 4 HERITAGE GREENS Community Development District Cash and Investment Balances June 30,2016 ACCOUNT NAME BANK NAME MATURITY YIELD BALANCE GENERAL FUND Operating Account-Checking SunTrust n/a 0.10% $48,034 Money Market Account BankUnited n/a 0.45% $247,400 (1) State Board Account SBA n/a 0.80% $633 Total $296,067 NOTES: (1) Invested in Money Market Account at Bank United-rate increased from.35%to.449%in August 2015. Report Date:7/1/2016 Page 5 Heritage Greens CDD Bank Reconciliation Bank Account No. 9920 SunTrust Bank-GF Statement No. 06-16 Statement Date 6/3012016 GIL Balance(LCY) 48,034.18 Statement Balance 55,785 92 GIL Balance 48,034.18 Outstanding Deposits 0.00 Positive Adjustments 0.00 _. Subtotal 55,785 92 Subtotal 48,034.18 Outstanding Checks 7,751 74 Negative Adjustments 0.00 Differences 0.00 Ending GIL Balance 48,034.18 Ending Balance 48,034.18 Difference 0.00 Posting Document Document Cleared Date Type No. Description Amount Amount Difference Outstanding Checks 5/19/2016 Payment 003272 NAPIER ENTERPRISES INC 200.00 0.00 200.00 6/21/2016 Payment 003289 RESORT PEST CONTROL 40.00 0.00 40.00 6/21/2016 Payment ACH020.TXT Payment of Invoice 001726 58.12 0.00 58.12 6/30/2016 Payment 003292 KENT OF NAPLES,INC 892.00 0.00 892.00 8/30/2016 Payment 003293 PJM LAWN SERVICE 1,380.50 0.00 1,380.50 6/30/2016 Payment 003294 SEVERN TRENT ENVIRONMENTAL SERVIC 3,983.24 0.00 3,983.24 6/30/2016 Payment ACH021.TXT Payment of Invoice 001733 1,197.88 0.00 1,197.88 Total Outstanding Checks 7,751.74 7,751.74 Page 6 MMIW W000nmmo.0000000. �,in.0000�<0o.00inoommoin. .- N O O f� r N O O O O O O p C M O mT�ONpE MW M N M(�f O popf N fW MNV mm N roM tl!O QONpi QONpi �n- MM my T l7 N pPppp�Oy�f9(O{pp.M pmp M N M aw Yi Mw w IA w a ES »X A to `W of w 4 d1 a Vi.-M s - 4/3 w w .01 g 0 V i u e41 p pp pp pp pp p p p pp pp p op pp pp pp o p p pp pp pp p p pp 41 8 0 8 8 8 N E E E O O O m m O 8 N M E 8 0 0 0 8 88 O O m m 0 8 8 8 0 0 0 8 N E N N N N M N N ryry M M N N N N N M N.-N N O M N U)N N N N N M - N NIA ImA 0o m o m[N NN m N[m m .UUN o N...Mm N NYl NIr .N m O o m mIm N N. 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