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Heritage Bay Agenda 02/01/2018Heritage Bay Community Development District Board of Supervisors o Edwin Hubbard, Chairman o John May, Vice Chairman u Dennis Gagne, Assistant Secretary o F.Jack Arcurie, Assistant Secretary Li Bob Koncar, District Manager Justin Faircloth, District Manager o Gregory Urbancic, District Counsel o Jetlrey Satfield, District Engineer Regular Meeting Agenda February 1, 2018 — 9:00 a.m. 1. Roll Call 2. Approval of Agenda 3. Public Comments on Agenda Items 4. Organizational Matters A. Interview of Candidates for Vacant Seat 3 B. Appointment of Supervisor (Seat 3) C. Oath of Office Newly Appointed Supervisor D. Resolution 2018-04, Designating Officers 5. Engineer's Report A. CPH Lake 30A/30B Erosion Restoration Project B. Hurricane Damage Erosion Restoration Project C. Lake 20 North Bank Berm Update D. Water Testing Report 6. Attorney's Report A. Loan Update - PRAG B. Public Hearing Discussion i. Communication to Homeowners C. Quality Enterprises Contract Update i. Pre -Construction Meeting Date D. 30A/30B Boating Regulations Update 7. Old Business A. 2018 Summer bake Bank Project Discussion 8. New Business 9. Manager's Report A. Approval of the Minutes of the January 4, 2018 Meeting B. Acceptance of Financials C. Field Manager's Report D. Lake & Wetland Management Monthly Inspection Report E. Follow Up Items 10. Supervisors' Reports, Requests, and Comments 11. Chairman's Comment 12. Audience Comments 13. Adjournment The next meeting is scheduled for March 1, 2018 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 954-603-0033 Naples, FL 10468 Heritage Bay Blvd. Naples, Fl. 34120 January 12, 2018 Mr. Edwin Hubbard, Chairman Heritage Bay Community Development District 10054 Heritage Bay Blvd. Naples, FL 34120: Deur Ed: Please accept this as my letter of resignation as a member of the Heritage Bay Community Development District Board of Supervisors, effective January 20, 2018. Respectfully s bmitted iy Philip J Magna Iia, E . D. HOA BACKGROUND D.Hunter 01-12-2018 Heritage Bay Long Range Planning Committee (2015-2017) ➢ Worked collaboratively with the HB BOD, Club Management and Staff, and HB Committees. Actively involved in the Committee's work of identifying Heritage Bay's long-term needs and member preferences. Consolidating this information into a package of potential capital projects to present to the membership in a series of workshops and town halls for an approval vote in April, 2016. Although the membership did not approve the total package, many of the projects it contained were moved into the operational budget and have been executed. President, Terrace VIII, Heritage Bay (2014-2015) ➢ Management and administration of all organizational and legal affairs in setting up a new HOA. Leading a Board of 3, and working closely with Vision Management to maintain and enhance the two -building, 60 -unit property. Projects completed included an initial reserve study, adjustment to dues structure to fund reserve recommendations, a landscape upgrade, a painting project, and a Rules and Regulations review and update. President, Vice President, Oakparke Twinhomes, Eden Prairie, MN (2004-2011) Oakparke Twinhomes is a 66 -unit, Lennar-built community in a suburb of Minneapolis. ➢ Management and administration of all organizational and legal affairs of the HOA. Responsible for planning, organizing and overseeing multiple developer issues and delinquencies. Supervised a successful transition from Lennar in 2003, completing a 160 -point "builders punch list". Successfully negotiated a 4 -year, $5,000 dues clawback from Lennar on their model homes where the HOA had been paying for insurance, mowing, plowing, and upkeep. Rebuilt $250,000 of failing boulder retaining walls throughout the community. Involved working with an engineering firm and the City Engineer. When it was determined the contractor who built the walls for Lennar had failed to secure proper permitting and inspections, and the failing walls were not built to code, I engaged Lennar and was successful in negotiating Lennar payment of the project. D.Hunter 01-12-2018 Replaced a $45,000 irrigation well that was condemned by the State of MN because Lennar built the substructure of streets without regard to MN well setback regulations. Since Lennar had marketed/sold the properties as having an irrigation well, I engaged Lennar and was successful in negotiating Lennar payment for the new well. Initiated an original reserve study to identify long-term need, and guide the Board in setting an appropriate dues structure. Completed a 5 -year reserve update. Joined a class-action lawsuit against Certainteed for shingles/roofs that were deteriorating prematurely. Lawsuit was eventually settled, and roofs were replaced after I left the Board. PERSONAL BACKGROUND Spouse: John Hunter Son: Ryan Hunter Grandchildren: Andrew and Hannah Interests and Hobbies: Reading, biking, gardening, handbell choir Variety of volunteer work including HOA service, Presbyterian Homes Assisted Living Activity Program, church committee work, and handbell choirs Parkway Dental -- insurance, patient customer service Ronald L Broman Family Dentistry - office management, chair -side operatory assistance, patient insurance, receivables/payables, payroll, and patient customer service Kerker & Associates Advertising - Marketing and Public Relations Assistant, Admin Asst to the President Minnesota Daily, Advertising and newspaper layout University of Minnesota, Minneapolis Campus. Major: Journalism OATH OF OFFICE HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT J)i7t)�7k 1 - � ra citizen of the State of Florida and of the United States of America, and being employed by or an officer of the Heritage Bay Community Development District and a recipient of public funds as such employee or officer, do hereby solemnly swear or affirm that I will support the Constitution of the United States and of the State of Florida. FURTHER AFFIANT SAYETH NAUGHT. Signed Date STATE OF FLORIDA COUNTY OF COLLIER I HEREBY CERTIFY that on this day, before me, a Notary Public duly authorized in the state and county aforementioned to take acknowledgments, personally appeared , who is personally known to me to be the person described in and who executed the foregoing Oath of Office and acknowledged before me that he executed same. WITNESS m hand and official seal in the county and state last aforesaid this 155�t- day of _ 12018 N ry Pub is --- -- -__. y Commission Expires: �����v���. , Justin TFairclotl� ► �- -a' _. '��1 _ A= COMMISSION 0 FF190261- An.EXPIRES: January 15, 2019 Printed Notary Name www.AARDNNOTARY.COM (SEAL) OATH OF OFFICE (Art. II. § 5(b), Fla. Const.) STATE OF FLORIDA County of I do solemnly swear (or affirm) that I will support, protect, and defend the Constitution and Government of the United States and of the State of Florida; that I am duly qualified to hold office under the Constitution of the State, and that I will well and faithfully perform the duties of CAD r-vs�vrerApe -- ----- (Title of &Office) on which I am now about to enter, so help me God. [NOTE: If you affirm, you may omit the words "so help me God." See § 92.52, ]Ela. Stat.] ,Signature Sworn to and subscribed be ore th day of _..._...../�Gd' Justin T Faircioto f COWISSION f FF190261 EXPIRES: January 15, 2019 Si azure of Officer Administer g Clath yr of Notary Public WWw.AAR0NN0TARY.00M Print, Type, or Stamp Commissioned Name of Yotary Public Personally Known El OR Produced Idemiftration LLQ` C % 7ype ofidentiftcation Produced [-�-M M04 I accept the office listed in the above Oath of Office. Mailing Address: ®Home ❑Office 103 1 ,der,i- e 0&1. 13 W. 1 On.,gA - L.- 6tze� ox Post Office Box �— Print name as you desir commission issued City, State, Zip Code Signature DS -IDE 56 (Rev. 02/10) RESOLUTION 2018-04 A RESOLUTION DESIGNATING OFFICERS OF HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT WHEREAS, the Board of Supervisors of Heritage Bay Community Development District at a regular business meeting held on February 1, 2018 desires to appoint the below recited persons to the offices specified. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT: 1. The following persons,Jwerje appointed to the offices shown, to wit: f J�L�- ° +� �G✓Y�� Chairman r �n Vice Chairman Justin Faircloth Secretary Robert Koncar Treasurer Stephen Bloom Assistant Trcasurcr f 6 X'k Assistant Secretary(s) �/7/1i/L•2.. N�j� �vT PASSED AND ADOPTED 'PHIS, I st DAY OF FEBRUARY, 2018. Chairman 4e;c/retary Manza, Diane Subject: FW: Heritage Bay Service Reports From: Gonzalo Ayres [mailto:Gonzalo.ayres@lakeandwetland.com] Sent: Wednesday, January 24, 2018 12:42 PM To: Faircloth, Justin <Justin.Faircloth@inframark.com> Cc: Deanna Daniels <d.daniels@lakeandwetland.com>; Manza, Diane <Diane.Manza@inframark.com> Subject: Re: Heritage Bay Service Reports Heritage bay report Lake 2 and 3 have limnophila. Lake 9 pondweed Lake 11 Pondweed and hydrilla. They will be treated today. Lakes # 6-7 and 10 have been already treated for pondweed and showing good results. Tomorrow the truxor will be onsite to cut pondweed on lake 30a and 30b. Thanks, Gonzalo Ayres Lake and wetland management 239-313-6947 office 239-580-8711 cell <scanner@lal<eandwetland.com 20180109_121707.pdf><Pasted Graph ic-1.tiff> Engineers Architects Planners Surveyors Landsrapt Architects TrafflwTra nsporlatiwn Environmental Scientists Construction Management CPH, Inc. 2216 Altamont Ave. Fort Myers, FL 33901 (239) 332-5499 HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT COLLIER COUNTY, FLORIDA 2017 FOURTH QUARTER WATER QUALITY MONITORING REPORT DECEMBER 2017 Engineers Architects Planners Surveyors Landsrapt Architects TrafflwTra nsporlatiwn Environmental Scientists Construction Management CPH, Inc. 2216 Altamont Ave. Fort Myers, FL 33901 (239) 332-5499 Agenda Page 12 2017 FOURTH QUARTER WATER QUALITY MONITORING REPORT HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT COLLIER COUNTY, FLORIDA TABLE OF CONTENTS Page 1.0 INTRODUCTION...........................................................................................................................................1 2.0 DATA COLLECTION.......................................................................................................................................1 3.0 RESULTS AND DISCUSSION........................................................................................................................2 3.1 Temperature......................................................................................................................................5 CDD Stormwater Lake System Map (South) 3.2 pH......................................................................................................................................................5 FIGURE 2 3.3 Dissolved Oxygen..............................................................................................................................6 Cumulative Temperature Measurements 3.4 Nutrients............................................................................................................................................7 FIGURE 5 Cumulative Dissolved Oxygen Measurements 3.4.1 Phosphorus.........................................................................................................................7 Cumulative Phosphorus Measurements FIGURE 7 3.4.2 Nitrogen...............................................................................................................................8 3.5 Chlorophyll a.....................................................................................................................................9 FIGURE 9 3.6 Salinity...............................................................................................................................................9 Cumulative Conductivity Measurements 3.7 Conductivity.....................................................................................................................................10 3.8 Summary .........................................................................................................................................11 TABLES Table 3-1 2017 Fourth Quarter Water Quality Test Results................................................................. 3 APPENDICES APPENDIX A— FIGURES FIGURE 1A CDD Stormwater Lake System Map (South) FIGURE 113 CDD Stormwater Lake System Map (North) FIGURE 2 Sampling Location Map FIGURE 3 Cumulative Temperature Measurements FIGURE 4 Cumulative pH Measurements FIGURE 5 Cumulative Dissolved Oxygen Measurements FIGURE 6 Cumulative Phosphorus Measurements FIGURE 7 Cumulative Total Nitrogen Measurements FIGURE 8 Cumulative Chlorophyll a Measurements FIGURE 9 Cumulative Salinity Measurements FIGURE 10 Cumulative Conductivity Measurements APPENDIX B — PHOTOGRAPHS OF SAMPLING LOCATIONS Agenda Page 13 1.0 INTRODUCTION The Heritage Say Community Development District (CDD) serves the Heritage Say Community, a gated community located north of Immokalee Road approximately 4.8 miles east of 1-75 in Collier County, Florida. The CDD maintains a complex stormwater management system (System) which serves the community as well as the golf course. The System is comprised of numerous components including swales, gutters, inlet structures, conveyance pipes, control structures and 29 man-made lakes (Figures 1A & 113, Appendix A). The proper function of each component is vital to managing stormwater as well as the quantity and quality of water in the lakes. The CDD's goal is to ensure compliance with regulatory requirements and proper function of the system while maintaining a safe and aesthetically pleasing environment for community residents. As part of the CDD's efforts to manage and maintain the System, CPH was tasked with monitoring the water quality in the community's lakes, including field measurement of temperature, salinity, conductivity, dissolved oxygen, and pH. CPH also collected samples for laboratory analysis of Kjeldahl nitrogen, nitrate/nitrite as N, total nitrogen, phosphorus and chlorophyll a to assist in evaluating the current health of the lakes. Changes in these parameters over time can also be used to assess water quality improvement needs and to evaluate the effectiveness of any water quality improvement efforts undertaken by the CDD. 2.0 DATA COLLECTION The field measurements and sample collection were conducted on October 31 and November 1, 2017. All samples were collected and analyzed per Florida Department of Environmental Protection (FDEP) Standard Operating Procedures (SOP). Samples were collected as grab samples at 1-4 feet from the surface as per FDEP aqueous sampling SOP. The locations of sampling points in each lake are depicted in Figure 2. Grab samples can be taken from shore if open water can be reached and is uninfluenced by emergent vegetation. Disturbing sediments in the immediate area of 1 Agenda Page 14 sample collection was avoided. Samples were taken to reflect stable conditions, avoiding heavy rainfall events and drought. Samples were collected from the photic zone, the surface layer where sunlight can influence growth of plants and algae. The water chemistry parameters sampled are intended to assist with the characterization of conditions in the lakes to evaluate the water quality and its effect on the type of plants that grow in the lakes, the rate of growth, and the suitability of the lakes for fish and other wildlife. This analysis may be repeated to reflect seasonal variation and interpreted in a time period that will reflect annual trends. Subsequent water quality monitoring events may be used to determine the effectiveness of any water quality improvement programs or projects that may be undertaken by the CDD. 3.0 RESULTS AND DISCUSSION The 2017 Fourth Quarter Water Quality field measurements and sample collection were conducted on October 31 & November 1, 2017. The results of the field measurements and laboratory testing are presented in Table 3-1. The results herein provide a comparison of the water quality results from the July 2016, January 2017, April 2017, July 2017 and October 2017 sampling events. Data collected in July 2016 included parameters of dissolved oxygen, salinity, conductivity and pH. In January 2017, additional parameters of nitrogen, phosphorus and chlorophyll a were added to the sampling protocol. 2 M y a m OD °' a ,U ;.. 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M m :1 0 - m C3 - 10 E C3 a m bo Im CIL m m 0 0 —M Q. C3 0 jz C] Ln m -2 m LL 0 LIn 0 2! OL LCdj a: 1 LA t, -Fo �a OL LOL Z- -F. .2 LL LL Ln -jo ri C7! Ln 0) Ln IR -;r oq cr) rl� rn C� IRr rl� Lr) L'i kn Iq 00 Li r- Lf! C) Lr! c; 6 0 0 C a 0 C) C) T-4 Co C14 (D m r- W 00 Ln u-) r� Ln --t a) Ln Ln co Ln CD 0 0 a 0 d D Ln D N N r4 D Z) Z) Z) :D Z) :D D D c; r- 00 en (1) cn 00 Ln w qT 00 CY) r- za lqr r*,: Ln Ll W Iq 00 Lq rl Lq C) Lr! 6 d ci 6 ci en C) 0 w m N a Li Ui r� rl rn 1-1 CN 00 r -I rQ r*4 m r-4 m rl "i cd CD LA -4 00 0 00 (.0 a) 0 N 0 00 Ln 0 U') C%l 00 r*4 0 m Ln f.0 m r- Ln 00 LI) V) Ln cn Ln wt Ln %T lqr lqr lqr q m m m rn rn (14 N eq N N cli N rq �l c; C; 6 C3 0. c C) CD 0 0 0 r, Ln w Ln Ln 0 N 0 m Lq oq rl� 1p :� a� :� oq Lq ll:� I*: ll� LA LD w N en w rl Ln Ln LO w Lf) 00 w m I vi oq Ln oq 0) C� -i 1p Ci L'i In U) . N . 0 m m r- o6 a; m (3) 00 m 0) 00 0) 0 0 0 rn r-4 (N ry C14 N N rq N N N C-4 m rn m tD Ui LLq W tz w tz tD %D %0 w Li (D Vi Ln Li Ln L'i Ln to Lf) Lf? Lq ui tq Ll Ll Lq Lr� Lr! Lri in Ln %D r% Go 01 T-1 N LM W N 00 cb C4 N N N N N tl- E c 2) m =1 6 cr m 0 2) 0 a) 0 0 a) CL E Cf) 0 L) -0 w a) .0 = A -ffi (D > 2 U M :3 > -Fu -0 -0 > a) 0 E ui C') Agenda Page 17 Water enters lakes and ponds in a variety of ways. In Florida, most of the water entering lakes and ponds comes from precipitation. A large portion of precipitation re-enters the atmosphere through evaporation and transpiration of plants. Some rainfall flows overland as stormwater run-off through the many watersheds in Florida to enter streams and lakes. A portion of precipitation soaks into the ground and travels beneath the surface as groundwater. Changes on the earth's surface, including paving and construction, alter the amount of rainfall that can percolate through the soil to reach and recharge the water table, thus affecting the hydrology of the area. Fluctuations in lake levels are normal, although control structures are used to modify water levels. The underlying geology of a lake is another important factor in determining the source of water to lakes. The properties of the underlying bedrock determine whether water will seep into the water table or be retained in the lake. 3.1 Temperature The temperatures in October 2017 ranged from 22.1 - 26.2'C, within the expected range for the time of year. Temperature is used in analysis of dissolved oxygen values. The temperature measurements in all lakes during the last five monitoring events are shown in Figure 3, Appendix A. 3.2 pH pH is an expression of the amount of hydrogen ions (H+) in the water. Distilled water has a pH of 7, which has equal amounts of hydrogen (H+) and hydroxide (OH-) ions. As the amount of hydrogen ions increases, the pH reading is lower and the water is considered more acidic. Conversely, when the quantity of hydrogen ions decreases, the pH reading is higher and the water is more alkaline. A change in 1 on the pH scale represents a tenfold difference in the amount of hydrogen ions in the water. For instance, a lake with a pH 6 is ten times more acidic than a lake with a neutral pH 7. In southwest Florida lakes, pH can range between 4.44 and 10.04 with a median value of 7.29 (Romie, 2000). 61 Agenda Page 18 The pH found in the CDD lakes was within the low to normal range for Florida lakes in this region. The October 2017 pH values are very similar to the values from previous monitoring events, ranging from 5.0 to 6.5. The pH of all lakes during the last five monitoring events is shown in Figure 4, Appendix A. 3.3 Dissolved Oxygen Fish and other aerobic aquatic organisms require oxygen to live and reproduce. For those that cannot obtain oxygen directly from the atmosphere, the amount dissolved in the water is critical. The amount of oxygen that can be dissolved in water depends on several factors, including water temperature, salinity, and atmospheric pressure. On a relative scale, the amount of oxygen dissolved in saturated water will be greater in cooler waters than in warmer ones. The capacity of water to hold dissolved oxygen (DO) also decreases as the salinity increases. Oxygen enters waterbodies primarily by transfer from the atmosphere across the air - water interface and to a lesser extent by the action of photosynthetic organisms. Transfer of oxygen across the air -water interface is facilitated by increasing the surface area exposed to the atmosphere. The surface area of a water body in contact with the atmosphere is increased by wind -driven waves and ripples as well as by forcing water into droplets by splashing over obstacles or forcing through a fountain. Given that atmospheric transfer is the dominant mechanism for infusing 02 into an aquatic system, the surface area to volume ratio is very important for establishing the baseline oxygen status for a given water body. Deep water bodies with relatively low surface area will have less opportunity for 02 transfer into the water compared to shallow water bodies with a larger surface area exposed to the atmosphere. DO levels also typically follow a diurnal cycle — higher at the end of the day and lower at dawn. This is because plants in the water produce oxygen through photosynthesis during daylight hours, but consume oxygen through respiration during hours of darkness. DO can also be affected by decomposition of organic matter such as aquatic M Agenda Page 19 plants and algae. Aquatic plant control through application of herbicide can introduce a large volume of dead plant material into the lake and potentially cause oxygen depletion. Fish typically require DO concentrations of approximately 5 parts per million (ppm) for optimum health. Exposure to DO levels below 2 ppm for 1 — 4 days will kill many aquatic organisms (Wilson, 2014). During the monitoring event in October 2017, DO levels in the lakes ranged from 0.22 — 11.35 parts per million (ppm). The observed DO concentrations were very low in Lakes 2, 3, 10, 15, 16, 17, 18, 19, 20 and 21. DO levels in the remaining lakes was normal and sufficient to sustain fish and other aquatic organisms. The reason for the low DO measurements in some lakes during the fourth quarter monitoring event is not known. Observations in the field with respect to vegetation and aquatic life were not consistent with the measured values. One possible explanation is decomposition of vegetation that recently died off due to cooler temperatures and/or fluctuating water levels. Instrument malfunction is also a possibility. The dissolved oxygen level in all lakes during the last five monitoring events is shown in Figure 5, Appendix A. 3.4 Nutrients Nitrogen and phosphorus are nutrients that fuel the growth of plants. Vegetation and algae are a water body's primary means of assimilation and response to the addition of nutrients. Excess nutrients in water bodies can result in excessive and problematic growth of undesirable plants and algae. Filamentous algae, stringy plant -like algae found in shallow water around the perimeter of a water body, and planktonic algae, single celled algae that makes the water look green or brown, most commonly affect people's perception of "water quality". Excessive growth of either form of algae is indicative of nutrient enrichment and an imbalance in the lakes floral community. Nutrients are Florida's primary surface water pollutant. 3.4.1 Phosphorus Phosphorus is usually not available in the environment. Phosphorus has no 7 Agenda Page 20 atmospheric gaseous phase and binds tightly to many organic types of sediment and is unavailable for uptake by organisms. When one nutrient is less available than other nutrients, it is called the limiting factor because its availability determines plant growth. Therefore, phosphorus can be the key element in triggering excessive algae growth. Although natural phosphorus levels in surface water bodies is very low, human sources or activities such as fertilizer application, sewage spills and soil erosion can overload lakes with available phosphorus. Excess phosphorus (even in very small amounts) introduced to a lake provides food for plants and algae and can increase the vegetation growth within a lake and have a negative impact on water quality. Large concentrations of phosphorus can create algal blooms, turn the water murky, cause fish kills, and diminish the lake's recreational and aesthetic appeal. The decaying algae and plants eventually die and sink to the lake bottom consuming oxygen as they decompose. As the already low oxygen levels near the bottom the lake decline, phosphorus trapped in the sediment is released, increasing the availability of phosphorus to the lake system. The October 2017 sampling results show virtually no phosphorus present in the CIDD lakes. The phosphorus level in all lakes during the last four monitoring events is shown in Figure 6, Appendix A. 3.4.2 Nitrogen Nitrogen is necessary for many natural biological processes. Nitrogen is present in all lakes in several different chemical forms. It is the fourth most common cellular element necessary for plant growth. Nitrogen is readily available to plants from several sources. First, the atmosphere consists of approximately 72% gaseous nitrogen (N2) and blue- green algae can convert N2 to a form that is useable for other plants. In addition, nitrogen moves rapidly through soils and is quickly converted from one form to another by nitrifying bacteria. Human sources of nitrogen include fertilizers, human waste, and changes in the surrounding vegetation due to fires, floods or clearing. Plants need many nutrients to grow, but nitrogen and phosphorus determine most of the algae and vegetative growth in a lake or pond. Excess nitrogen in the lakes can fuel the growth of 8 Agenda Page 21 excess algae or other undesirable plants. The nitrogen levels observed in October 2017 are in the normal to moderately high range for Florida lakes. Lakes 2, 10, 14, 22, 23, 28 and 29 are in the normal range with nitrogen levels ranging from 0.5 — 1.Omg/L. The remaining lakes are in the moderately high range of 1.1 — 1.3 mg1L. The total nitrogen level in all lakes during the last four monitoring events is shown in Figure 7, Appendix A. 3.5 Chlorophyll a Chlorophyll a is an indicator of the amount of planktonic algae found in the water column. Elevated chlorophyll a levels are directly correlated with reduced water clarity, odor and the potential for algae blooms. Chlorophyll a values can be expected to rise during the warmer months. During the October 2017 sampling, the chlorophyll a values observed in the majority of CDD lakes, while typical for Florida lakes, are in the low range of 0 - 14 Mg/M3. Lakes 9, 16, 22, 23, and 24 were in the medium range of 14 — 25 mg/m3- Lake 7 was in the moderately high range of 26 — 40 mg/m3. Lake 13 had a relatively high value of 81 Mg/M3. The chlorophyll a measurements in all lakes during the last four monitoring events is shown in Figure 8, Appendix A. 3.6 Salinity Saline water (more commonly known as salt water) is water that contains a significant concentration of dissolved salts (mainly sodium chloride or NaCl). The salt concentration is usually expressed in parts per thousand (permille, %o) or parts per million (ppm). The United States Geological Survey (U.S.G.S.) classifies saline water in three salinity categories. Salt concentration in slightly saline water is around 1,000 to 3,000 ppm (0.1-0.3%), in moderately saline water 3,000 to 10,000 ppm (0.3-1%) and in highly saline water 10,000 to 35,000 ppm (1-3.5%). Seawater has a salinity of roughly 35,000 ppm, equivalent to 35 grams of salt per one liter (or kilogram) of water. The Agenda Page 22 saturation level is dependent on the temperature of the water. At 20 OC one milliliter of water can dissolve about 0.357 grams of salt; a concentration of 26.3%. At boiling (100 OC) the amount of salt that can be dissolved in one milliliter of water increases to about 0.391 grams or 28.1% saline solution. Water salinity based on dissolved salts classifies a water body into three categories. - 0 Fresh water < 0.05% * Brackish water 0.05-3% 0 Saline water 3-5% The salinity found in the CIDD lakes is within the normal range for man-made freshwater ponds in this region of Florida. In October 2017, salinity was low (0.1 - 0.2 ppt) as expected and similar in all 29 lakes. The salinity measurements recorded in all lakes during the last five monitoring events is shown in Figure 9, Appendix A. 3.7 Conductivity Conductivity measures the capacity of water to conduct an electric current and indirectly measures the concentration of ionized substances in water. Conductivity can be used to differentiate among various water sources, such as ground water, agricultural runoff, and municipal wastewater. Because it detects contamination from animal and human wastes, which contain salts, it can be used to detect septic tank seepage along shorelines. It can also be used to detect saltwater intrusion. Conductance increases when more of any salt, including the most common one, sodium chloride, is dissolved in water. Higher values represent better conductance. In general, waters with more salts are more biologically productive, except where there are limiting nutrients or other environmental factors. Changes in conductivity beyond natural background variability can harm aquatic life. Approximately 80% of Florida lakes have conductivity between 90 and 1000 pS/cm (Hand, 2004). Conductivity values during the October 2017 monitoring event ranged from 297 — 482 pS/cm. These values are in the normal range for man-made lakes in this region of 10 Agenda Page 23 Florida. The conductivity measurements recorded in all lakes during the last five monitoring events is shown in Figure 10, Appendix A. 3.8 Summary In summary, the 2017 Fourth Quarter Water Quality Monitoring Event shows: 0 Temperatures were within the expected range for the time of year pH values were very similar to the values from previous monitoring events, within the low to normal range for Florida lakes in this region. DO concentrations were normal and sufficient to sustain fish and other aquatic organisms in the majority of lakes. However, the DO concentration measurements were very low in Lakes 2, 3, 10, 15, 16, 17, 18, 19, 20 and 21. The typical cause of low DO levels is higher water temperatures coupled with high amounts of aquatic vegetation, especially algae. The reason for the low DO measurements in some lakes during the fourth quarter monitoring event is not known. Observations in the field with respect to vegetation and aquatic life were not consistent with the measured values. The reason for the low DO measurements in some lakes during the fourth quarter monitoring event is not known, Observations in the field with respect to vegetation and aquatic life were not consistent with the measured values. One possible explanation is decomposition of vegetation that recently died off due to cooler temperatures and/or fluctuating water levels. Instrument malfunction is also a possibility. The DO meter will be tested and serviced as necessary prior to the next monitoring event. • Phosphorus was not detected in any of the lakes. • Nitrogen levels were similar to the previous monitoring events with normal to moderately high levels detected in all lakes. • Chlorophyll a concentrations were relatively low in most lakes. Lakes 7 and 13 had slightly elevated levels of chlorophyll a. • Salinity and conductivity in all lakes were normal for freshwater lakes in Florida and similar to the previous monitoring events. Salinity values were uniform in all lakes with a value of 0.2 ppt, except Lakes 22 and 23 which had a lower value of 0.1 ppt. Further water quality monitoring events will provide additional information to help guide the CDD in how the lakes function and further assist with lake management. The next water quality monitoring event is scheduled for the first quarter of 2018. I I Agenda Page 24 CITATIONS Romie, Kenneth, Water Chemistry of Lakes in the Southwest Florida Water Management District, Resource Management Department, Southwest Florida Water Management District, February 2000. Wilson, P. Chris, Water Quality Notes: Dissolved Oxygen, document SL313, Soil and Water Science Department, UF/IFAS Extension. Original publication date December 2009. Revised August 2014. Hand, Joe, Typical Values for Water Quality Parameters for Florida's Lakes, Streams and Estuaries, Watershed Assessment Section, Bureau of Watershed Management Florida Department of Environmental Protection. October 2004. 12 Agenda Page 25 APPENDIX A Figures Heritage Bay CDD 2017 Fourth Quarter Water Quality Monitoring Report Collier County, Florida ' AgendaFPege 26 _ F... u. F9ERI}ACS 6A� .BC�JJNpAtY .i�' i: EINE r t I a� DNSPOL S`RUCTIMRE r n; i i1�1Y2L3a f,rs 4r Rep Q : zti ' (20 „-...-:. -1 ".. ocuaz,w avi : '0 } .x s ' WETLAND 022 V) 'i ji'F';,..''''',4''''''''''.'T;'P''...4.„'."- 1,--',;--..,;',---;4.-4,4.4.- 2,-,-,„-...'.:,'..i.,-,„, W.-7..) r 1 rt: 42-Acp' w .:,. ..,roAxri1517';',1'''''' '''':7'''n:4.,...4",::-;,. .4.:43,.:,,,:':.,?2,,,4-.,11J1. ! j '''' ti.• f( iS. LAKE x'23 ■ riga r tiOrc,:,•."..-''',ii, 's Br • : ': ,; -',',... , 3,31 Rd5 - 24" RCP Ori iA.W$ li • - +,�+R�i' '� 22 ▪� � 3 • 'Fe k .i-L'-04-,q4,• �' S 'z 1 ll il'♦ ..?. z ,'t.r t #1 g-t .*s ‘,..v:-.'. I i r:;t4i;;I4,7''','-' �it .wy 7” ''''',1----... : %."` awr f a r.d „a` x` +' a vrr,�Si ev t,.. _4. „ 5. ' �riwljv k § m ` sew .ra s 1 E k+ .e kg r g •:�. 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Biologist:AED GIS:RCO COLLIER19COUNTY,FLORIDA Agenda Page 27 nw w i ft 301 Scale: NA CDD STORMWATER LAKE SYSTEM MAP Date: 5/2512017 HERITAGE BAY CDD FIGURE Photo Date: NA Z SECTIONS 13 & 24, TOWNSHIP 48 SOUTH, RANGE 26 EAST IB Project No. H13603 SECTIONS 18 & 19, TOWNSHIP 48 SOUTH, RANGE 27 EAST Biologist:AED GIS: RCC COLLIER COUNTY, FLORIDA scale:' "=1.500 LAKE SAMPLING LOCATIONS MAP Date: 5/16/2017 HERITAGE BAY CDD FIGURE c p h Photo Date: 2015 SECTIONS 13 & 24, TOWNSHIP 48 SOUTH, RANGE 26 EAST Project No. H13603 N SECTIONS 18 & 19, TOWNSHIP 48 SOUTH, RANGE 27 EAST 2 8101091st: l4ED GIS: RCC COLLIER COUNTY, FLORIDA ■ ■ LL �4 CD rn N N W N N C ; ow 0 Z a_ N � I11 N W W o 14 MEMMM W VZ 00 ~ cn O 'spy iii yyy�y��yy W W = W j W O Z Cl) I M N i Z ~ � I - m � I � W � I I n � I � I ' F a I r� � 11) M gmQ �.■. z N u wr i i ;mQmo� 7 i to W oCU I �---- - ----.. ..---- -- LU \ \ \ \ k © \ I . 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L 0 0 CD 1-1 Agenda Page 37 APPENDIX B Photographs of Sampling Locations Heritage Bay CDD 2017 Fourth Quarter Water Quality Monitoring Report Collier County, Florida a E d F Y 3 S 6 9 E 3 F e' g E 2 f p S 4 a i Agen a Pang 43 LAKE 6 cv: r t ,r T n JULY 2016 JANUARY 2017 z s fir{ 40 _ <J APRIL 2017 JULY 2017 1r cF� OCTOBER 2017 Scale:NA PHOTOGRAPHS Date: 12!6/2017 HERITAGE BAY CDD EXHIBIT �� Photo Date: 1/23/2015 Project No. H13605 SECTIONS 13 & 24, TOWNSHIP 48 SOUTH, RANGE 26 EAST & B-6 Biologist: APM GIS: RCO SECTIONS 18 &COLLIIER COUNNSHIP T' SOUTH 27 EAST a E F 3 a' E F C e x JULY 2016 APRIL 2017 OCTOBER 2017 9 Ag LAKE 10 JANUARY 2017 SECTIONS 13 & SECTIONS 18 & JULY 2017 PHOTOGRAPHS RANGE 26 EAST & RANGE 27 EAST EXHIBIT B-10 11 s F F L E F F e' i s F �i g I JULY 2016 APRIL 2017 OCTOBER 2017 Photo Date: 1/23/2015 1 JANUARY 2017 Ag Me Pacip 52 LAKE 15 SECTIONS 13 & SECTIONS 18 & JULY 2017 PHOTOGRAPHS TOWNSHIP 48 SOUTH EXHIBIT B-15 Aganda Pant, 53 LAKE 16 INX o . .s� i *c fi;,qti tA�e' A= JULY 2016 JANUARY 2017 sm an "'til.. � �' '! e-•-;`; ��7 'twl °s.�{ r$�.cd i 's APRIL 2017 JULY 2017 a 4 � OCTOBER 2017 Scale:NA PHOTOGRAPHS Date: 1217/2 17 HERI[TAGE BAY CDD EXHIBIT ?; Photo Date: 112312015 p Project No. H13605 SECTIONS 13 & 24, TOWNSHIP 46 SOUTH, RANGE 26 EAST & B-16 Biologist: APM GIS: RCO SECTIONS 18 & 19, LIER COUNTY FLORIbARANGE 27 EAST i JULY 2016 r- t +t APRIL 2017 -gFB.w �x.�ew-�ti.:ia, .. �iS.rW:: `� �74...a. ^C as msoa :p:�4'^•.., !!3•""1�.C.'_ OCTOBER 2017 I Photo Date: 1/2312015 1 Biologist:APM GIS: RCO Ag LAKE 20 JANUARY2017 SECTIONS 13 &, SECTIONS 18 & JULY 2017 PHOTOGRAPHS HERITAGE BAY CDD EXHIBIT RANGE 26 EAST & B-20 RANGE 27 EAST E F 3 a F g 3 a' a 3 d Z a JULY 2016 APRIL 2017 OCTOBER 2017 JANUARY 2017 Ag LAKE 25 JULY 2017 Scale:NA PHOTOGRAPHS Date: 177 HERITAGE BAY CDD EXHIBIT Photo Date:atp: 11 1/23/2015 Project No. H13605 SECTIONS 13 & 24 TOWNSHIP 48 SOUTH, RANGE 26 EAST & 8-25 Biologist:APM GIS: RCO SECTIONS 18 &COLLIOER COUNTY SOUTH ARANGE 27 EAST E >c S Ag 4rdn Pant- 63 LAKE 26 r� Mk 't i Pi M x t3 r .p d 3 w JULY 2016 JANUARY 2017 WIT', ,- -;x 77 g r qA APRIL 2017 JULY 2017 w W f 3 4 Y OCTOBER 2017 Scale:NA PHOTOGRAPHS Date: 1217/2017 HERITAGE BAY CDD EXHIBIT Photo Date: 112 312 0 1 5 OUTH, RANGE 26 EAST & B-26 SECTIONS 13 & 24, TOWNSHIP 48 S p Project No. H13fi05 SECTIONS 18 & 19, TOWNSHIP 48 SOUTH RANGE 27 EAST Eiologiat: APM GIS:RCO COLLIER COUNTY FLORIdA JULY 2016 APRIL 2017 OCTOBER 2017 Photo Date 112 312 01 5 Project No. H13605 Biologist, APM GIS: RCO Ag LAKE 29 JANUARY 2017 SECTIONS 13 & SECTIONS 18 & JULY 2017 PHOTOGRAPHS HERITAGE BAY CDD TOWNSHIP 48 SOUTH, I EXHIBIT 26 EAST & 8-29 27 EAST HERITAGE BAY Community Development District District Office • 5911 Country Lakes Drive I Fort Myers, FL 33905 January 24, 2018 By US Mail, First Class Delivery Name Address Parcel ID: Unit Type: Agenda Page 69 THIS IS NOT A BILL - DO NOT PAY Re: Heritage Bay Community Development District Notice of Hearings on Specials Assessments to Property Dear Property Owner: You are receiving this notice because the Collier County Property Appraiser's tax records show that you are a property owner within Heritage Bay Community Development District (the "District"). This letter is to provide you information about the District, its services and upcoming events. The District is a special purpose unit of local government and was cstablishcd by Collier County ordinance pursuant to Chapter 190, Florida Statutes. The District operates and maintains certain public improvements including the lakes and master stormwater management system. The property you own that is the subject of this notice is identified by the Parcel ID listed above. The District is considering refinancing certain bonds previously issued by the District and simultaneously undertaking additional public improvements, which actions will increase the overall principal amount of the District's existing bond debt and result in an increase to the annual amount of debt assessment on your property. We are writing to inform you of certain public hearings and a Board meeting that will be held in connection with such process. In 2005, the District issued its Series 2005 Capital Improvement Revenue Bonds in the par amount of $20,125,000 ("Original Bonds") to fund a portion of the District's various infrastructure improvements ("Original Improvements"). The Original Bonds were issued at an interest rate of 5.50% and had a maturity date of May 1, 2036. A description of the Original Improvements, a portion of which were funded by the Original Bonds, is set forth in the Engineer's Report for the Heritage Bay Community Development District prepared by Wilson Miller dated July 22, 2005, as supplemented ("Original Engineer's Report"), which Original Engineer's Report is on file at the office of the District Manager at 5911 Country Lakes Drive, Fort Myers, FL 33905 (the "District Manager's Office"). In 2014, the District issued its Capital Improvement Revenue Refunding Bonds, Series 2014 in the par amount of $17,490,000 ("Series 2014 Bonds") for the purpose of refunding the then -outstanding Original Bonds in order to take advantage of lower interest rates. The interest rate on the Series 2014 Bonds is 3.80%. The Series 2014 Bonds are secured by non -ad valorem special assessments imposed and levied on certain Agenda Page 70 January 24, 2018 Page 2 benefitted property in the District ("Series 2014 Assessments"). There is approximately $16,110,000 in principal amount of the Series 2014 Bonds outstanding. The Series 2014 Bonds have a balloon principal payment of $8,225,000 due at maturity on May 1, 2029. The District is contemplating issuing refunding bonds in one or more series (collectively, the "Series 2018 Bonds") for purposes including the following: (i) refunding the outstanding Series 2014 Bonds in order to take advantage of potential cost and/or interest rate savings and (ii) constructing and re -constructing a supplemental project within the District (the "Supplemental Project"). The Supplemental Project includes the reconstruction of certain lake bank stabilization improvements, long term lake bank restoration, emergency repair due to damage caused by Hurricane Irma, modification to existing control structures, and refunding a 2015 loan from Valley National Bank (formerly CNL Bank) for prior retaining wall improvements, all as set forth in that certain Supplemental Engineer's Report for Heritage Bay CDD prepared by CPH, Inc. and dated January 19, 2018 (the "Supplemental Engineer's Report'), a copy of which is on file at the District Manager's Office. It is anticipated that the Series 2018 Bonds will have a maturity date of May 1, 2036 to reflect the maturity date of the Original Bonds and eliminate the balloon payment on the Series 2014 Bonds. The District will hold public hearings on March 19, 2018, at 9:00 a.m., at the Heritage Bay Clubhouse, 10154 Heritage Bay Boulevard, Naples, FL 34120, to consider the imposition of non -ad valorem special assessments on benefited lands within the District ("Series 2018 Assessments"), and to consider the adoption of an assessment roll in the manner set forth in the Heritage Bay Community Development District Assessment Allocation Report for Capital Improvement Revenue Refunding Bonds, Series 2018A-1 and Capital Improvement Revenue Bonds, Series 2018A-2 prepared by Inframark, LLC and dated January 19, 2018 ("Assessment Report"). After the public hearings, a meeting of the District will also be held where the Board may consider any other business that may properly come before it. At the January 19, 2018 meeting of the District's Board of Supervisors, the District approved the Supplemental Engineer's Report, which describes the nature of the Supplemental Project to be made by the District that will benefit all residential lots within the District. The District estimates that it will cost approximately $21,135,000 to fund the Supplemental Project and to refund the Series 2014 Bonds, exclusive of fees and costs of collection or enforcement, discounts for early payment and annual interest costs of the debt issued to finance the refunding and Supplemental Project. As a property owner of assessable land within the District, the District intends to assess your property, in the manner set forth in the Assessment Report. The purpose of the Series 2018 Assessments is to provide apportioned special benefits to the property to secure the Series 2018 Bonds and the financing of the Original Improvements and the Supplemental Project. All reports are available on the District website at www.heritagebaycdd.com and at the District Manager's Office. As described in more detail in the Assessment Report, the District's assessments will be levied against all residential properties within the District. The process by which the allocation of the Series 2018 Assessments is to be made and the maximum amounts to be allocated by product type are as set out in the Assessment Report, which Assessment Report was presented and approved at the January 19, 2018 meeting of the Board of Supervisors in order to establish the maximum assessments. The Assessment Report contains a listing of each tax parcel identification number within the District to be assessed, the number of units within each parcel, the total assessment to be levied against each parcel, Agenda Page 71 January 24, 2018 Page 3 and the method of allocation of the Series 2018 Assessments. The Assessment Report includes a preliminary maximum assessment roll. Note that the assessment roll is created with information provided by Collier County. Please consult the Assessment Report for more details. The Assessment Report is preliminary with conservative financing assumptions, and neither the bond principal nor the associated assessments should be construed as final. A final report will be presented at a future meeting once the final interest rates, financing costs and other factors are determined. The unit of measurement for allocation of the Series 2018 Assessments is the Equivalent Residential Unit ("ERU"). ERU's are units of measurement assigned to each property according to its product type. Your product type is listed above. The Series 2018 Assessment for each property is equal to the ERU assigned to the property multiplied by the per ERU assessment. The attached assessment chart shows the annual Series 2018 Assessment and reflects the maximum annual debt service payment for each product type. As the owner of property within the District subject to Series 2018 Assessments, the total amount to be levied against property that you own is reflected on the preliminary assessment roll attached to the Assessment Report, exclusive of fees and costs of collection or enforcement, discounts for early payment and the annual interest costs of the debt issued to finance the refunding and the Improvements. The total amount to be levied against each parcel is detailed in the Assessment Report. The total revenue the District will collect by the Series 2018 Assessments is $21,135,000, exclusive of fees and costs of collection or enforcement, discounts for early payment, interest and penalties. The total maximum annual revenue the District will receive from collection of the Series 2018 Assessments for all assessment areas is $ , inclusive of administrative costs and early payment discounts, interest and penalties. Please note that if approved, the new Series 2018 Assessments would not commence until Fiscal Year 2018-2019. The assessments presented in the attached table represent estimated maximum amounts that may be lower than what is stated and that will be finally decided upon by the Board of Supervisors. In accordance with Chapters 170, 190, and 197, Florida Statutes, this letter is to notify you that the public hearings are scheduled to address the Series 2018 Assessments associated with the Series 2018 Bonds. At the hearings, the Board will sit as an equalizing board to hear and consider testimony from any interested property owners as to the propriety and advisability of the refunding and undertaking the Supplemental Project, or some portion thereof, as to the cost thereof, as to the manner of payment thereof, and as to the amount thereof to be assessed against each property so improved. The Series 2018 Assessments will constitute a lien against your property that may be prepaid in accordance with Chapter 170, Florida Statutes, or may be paid in not more than nineteen (19) annual installments. These assessments may be collected on the property tax bill issued by the Collier County Tax Collector or may be collected directly by the District in accordance with Florida law. The decision to collect special assessments by any particular method — e.g., by direct bill or on the tax roll — does not mean that such a method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices. Agenda Page 72 January 24, 2018 Page 4 Please be advised that failure to pay any assessments collected by the Tax Collector using the uniform collection law will cause a tax certificate to be issued against your property, which may result in a loss of title, or, if the assessments are collected directly by the District, will cause a foreclosure action to be filed against your property, which may result in a loss of title. As a reminder, this proposed Series 2018 Assessment is only one component of the District's special assessments. If your District assessments are collected via the Collier County Tax Collector, it is common for any debt assessment amount to be combined with other applicable District assessments, such as operations and maintenance assessments. Therefore, the total amount appearing on your tax bill may differ from the Series 2018 Assessment amount above. All affected property owners have a right to appear at the hearings and to file written comments or objections with the District's Board of Supervisors within twenty (20) days of this notice. Before the Series 2014 Bonds are refunded as part of this process, any property owner interested in paying off the outstanding balance of the property owner's Series 2014 Assessment in full must do so on or before 5.00 p.m. on . Interested property owners should contact the District Manager's Office at its address listed above or at (904) 940-6044 to request payoff amounts and information. Please note that if a property owner elects to pay off the property owner's Series 2014 Assessment in full, the property owner will still be responsible for the portion of the Series 2018 Assessment to be levied to fund a portion of the Supplemental Project; which Supplemental Project is to be paid for by the proceeds of the Series 2018 Bonds. Information concerning the assessments are on file and available during normal business hours at the District Manager's Office at its address above. You may appear at the hearings, or submit your comments in advance to the attention of the District Manager at its address above. if you have any questions, please do not hesitate to contact my office. We look forward to your continued interest in the District. Sincerely, Bob Koncar District Manager Attachments: Assessment Table Heritage Bay Community Development District Financial Report December 31, 2017 HERITAGE BAY Community Development District Table of Contents FINANCIAL STATEMENTS Balance Sheet - All Funds ...................1111. Statement of Revenues, Expenditures and Changes in Fund Balance General Fund ........................ Debt Service Fund .........I .............. SUPPORTING SCHEDULES Trend Report ....................... Non -Ad Valorem Special Assessments ..1.111 ................ Cash and Investment Report ..... ....... I.......... Bank Reconciliation ................. Check Register & Invoice Copies ..................... ..............1........111 Page 1 .......I ...... Pages 2 - 3 111........1.. Page 4 Heritage Bay Community Development District Financial Statements MOKM HERITAGE BAY Community Development District Governmental Funds Balance Sheet December 31, 2017 SERIES 2014 DEBT GENERAL SERVICE ACCOUNT DESCRIPTION FUND FUND TOTAL ASSETS Cash - Checking Account $ 1,467,474 $ - $ 1,467,474 Due From Other Funds - 1,090,756 1,090,756 Investments: Money Market Account 201,335 - 201,335 Deferred Cost - 21,140 21,140 Reserve Fund 578,393 578,393 Revenue Fund 221,081 221,081 TOTAL ASSETS $ 1,660,551 $ 1,919,628 $ 3,580,179 LIABILITIES Accounts Payable $ 17,031 $ 600 $ 17,631 Due To Other Funds 1,090,756 - 1,090,756 TOTAL LIABILITIES 1,107,787 600 1,108,387 FUND BALANCES Restricted for: Debt Service - 1,919,028 1,919,028 Assigned to: Operating Reserves 73,625 - 73,625 Reserves - Erosion Control 14,687 14,687 Reserves - Lakes 62,500 62,500 Reserves - Loan 4,750 4,750 Unassigned: 397,202 397,202 TOTAL FUND BALANCES $ 552,764 $ 1,919,028 $ 2,471,792 TOTAL LIABILITIES & FUND BALANCES $ 1,660,551 $ 1,919,628 $ 3,580,179 Page 1 HERITAGE BAY Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending December 31, 2017 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE ($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) REVENUES Interest -Investments $ 400 $ 100 $ 414 $ 314 Special Assmnts- Tax Collector 355,190 319,933 320,515 582 Specials Assmnts - Lakes 30A & 30B 60,923 54,875 54,975 100 Special Assmnts-Reserves 31,250 28,148 28,199 51 Special Assmnts-Discounts (17,895) (16,118) (16,003) 115 TOTAL REVENUES 429,868 386,938 388,100 1,162 EXPENDITURES Administration PJR-Board of Supervisors 12,000 3,000 4,000 (1,000) FICA Taxes 918 230 306 (76) ProfServ-Engineering 14,000 3,500 12,543 (9,043) ProfServ-Legal Services 7,500 1,875 7,784 (5,909) ProfServ-Mgmt Consulting Sery 41,793 10,448 10,446 ProfServ-Property Appraiser 6,710 6,710 5,156 1,554 ProfServ-Special Assessment 5,464 5,464 5,464 - ProfServ-Web Site Maintenance 773 193 193 Auditing Services 3,823 - - - Postage and Freight 2,500 625 76 549 Insurance - General Liability 13,244 13,244 15,389 (2,145) Printing and Binding 1,300 325 826 (501) Legal Advertising 3,700 925 574 351 Misc-Bank Charges 100 - 1 (1) Misc-Assessmnt Collection Cost 8,947 8,059 7,754 305 Misc-Web Hosting 900 225 - 225 Office Supplies 100 - - - Annual District Filing Fee 175 175 175 Total Administration 123,947 54,998 70,689 (15,691) Page 2 HERITAGE BAY Community Development District Genera/ Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending December 31, 2017 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE ($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) Field ProfSery-Field Management 11,536 2,884 2,884 R&M -Contingency 1,187 - - Total Field 12,723 2,884 2,884 Lakes and Ponds Over (under) expenditures Contracts -Lake and Wetland 71,200 17,800 18,000 (200) Contracts -Water Analysis 9,861 2,465 - 2,465 Contracts -Water Quality 45,992 11,498 - 11,498 Contracts -Lakes 30A & 30B 12,000 3,000 3,000 R&M-Aquascaping 5,000 1,250 - 1,250 R&M-Stormwater System 4,000 1,000 FUND BALANCE, BEGINNING (OCT 1, 2017) 1,000 R&M -Lake Erosion 24,455 6,114 22,725 (16,611) R&M -Contingency 10,062 2,516 - 2,516 Impr - Lake Bank Restoration 1,813,041 453,260 453,260 Reserve - Lakes 31,250 31,250 31,250 Reserve-Stormwater System 18,455 18,455 - 18,455 Total Lakes and Ponds 2,045,316 548,608 43,725 504,883 Debt Service Operating Loan Repayment 30,660 6,544 6,549 (5) Interest Expense -Note 30,263 663 799 (136) Total Debt Service 60,923 7,207 7,348 (141) TOTAL EXPENDITURES 2,242,909 613,697 124,646 489,051 Excess (deficiency) of revenues Over (under) expenditures (1,813,041) (226,759) 263,454 490,213 OTHER FINANCING SOURCES (USES) Loan/Note Proceeds 1,813,041 TOTAL FINANCING SOURCES (USES) 1,813,041 Net change in fund balance $ - $ (226,759) $ 263,454 $ 490,213 FUND BALANCE, BEGINNING (OCT 1, 2017) 289,310 289,310 289,310 FUND BALANCE, ENDING $ 289,310 $ 62,551 $ 552,764 Page 3 HERITAGE BAY Community Development District Series 2014 Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending December 31, 2017 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE ($) T DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) REVENUES Interest -Investments S - $ - $ 1,609 $ 1,609 SpecialAssmnts-Tax Collector 1,308,564 1,178,670 1,180,816 2,146 Special Assmnts- Discounts (52,343) 147,147) (46,810) 337 TOTAL REVENUES 1,256,221 1,131,523 1,135,615 4,092 EXPENDITURES Administration ProfServ-Arbitrage Rebate ProfServ-Property Appraiser ProfServ-Trustee Fees Misc-Assessmnt Collection Cost Total Administration Debt Service Principal Debt Retirement Interest Expense Total Debt Service 600 600 600 - 19,628 19,628 19,629 (1) 5,157 - - - 26,171 23,573 22,680 893 51,556 43,801 42,909 892 585,000 - 612,180 306,090 306,090 1,197,180 306,090 306,090 TOTAL EXPENDITURES 1,248,736 349,891 348,999 892 Excess (deficiency) of revenues Over (under) expenditures 7,485 781,632 786,616 4,984 OTHER FINANCING SOURCES (USES) Contribution to (Use of) Fund Balarce 7,485 TOTAL FINANCING SOURCES (USES) 7,485 Net change in fund balance $ 7,485 $ 781,632 $ 786,616 $ 4,984 FUND BALANCE, BEGINNING (OCT 1, 2017) 1,132,412 1,132,412 1,132,412 FUND BALANCE, ENDING $ 1,139,897 $ 1,914,044 $ 1,919,028 Page 4 Heritage Bay Community Development District N U N C E QO N m m W F C E W E 2 U co O N 00 ai N 0 tf O m m e '- e m v •ri n � .� m � mm�¢YkTi Q (° IN g n O� a 2 2 2 O a o � g= w R G2M0M 2 1 o c y � N 0 m Q 9 m 9 m E m m' w _m � m o � m a Q co O N 00 ai N 0 tf O m e '- e m v •ri n � .� m � mm�¢YkTi IN g g n � r N • O m r � r a 2 2 2 O a &I n c �M�M G2M0M 2 1 co O N 00 ai N 0 tf O mm�¢YkTi IN g '99� a 2 2 2 O a &I n c �M�M G2M0M 2 1 co O N 00 ai N 0 tf O i ti a c U. c � N w G M 10 V LL E m y ami m C C- C: W Q fr W C a � L Y 0 d LL O ae pe c m � 0 m' g, 8 i z Qo rn c„¢ et 8 Z c M tp �ftil a^o F CIL �N L N a y 2 _ ut� -9 u 0 0 € LL LL d — N $ m' � a ti o m q < m §a m' m � m t'i N m m c o r ae pe aE m � ae ^e g, 8 i z Qo rn c„¢ et 8 Z c M tp �ftil a^o r CIL �N L N w A 6 6 6 82 82 P S;& 8 y v � _ ut� -9 u LL LL � a v r <v m m m 2 co O N 00 N f0 r C cr g, 8 i z Qo rn c„¢ et 8 Z c Y w R L w A 6 6 6 82 82 P S;& 8 y v � _ ut� -9 u LL LL m 2 co O N 00 N f0 r C cr V d U r) C 41 E 2 �° ma) w� .� E �E �F= w o z m 0M co -,TL ciM CO 0) M V W LL .-- O M7. to EA H3 E9 "1 E9 13 69 M M Of Z N w N O c0 OR C N O (n in O or r LL' O E M N O C' � ti co 0 V CO Z 0 U> CA U> (n (n PA (A a m NOLqN17�r M CO O C) O Y LO � p� COO M N V U7 M 60 69 U3. EA EA Uf) Nd N O N NLo 0 O V' c r O) C U')V r r O N N LL M O V r- W M N M LD � r V) <n CA> v> <» e> w co to LM N O CQ O Ln O M . O co V' r- 0 O O NG d N a oc CO a 0 C 0 CO O O CO W Nt N N (M0 co CO M r EA (n N cn V) ffl iA C V V O CO N a O r N U? w W O ti N (D y o M M Lq M M M = U 0 LO co n U U). u> a> co V) to N M O m � O W C� C N N W 0OD Lo {NO O N O M •- O d D� 69 EA 6s E{i (fi 49 N 7 m ti co O (M0 co N 0 O N CO N Lo V Of N N n3 M r Z J cH fH Ui fH fA fA N C o D d E O= V Q-4 N p aNi U N s n a N O F aQ HERITAGE BAY Community Development District ACCOUNTNAME GENERALFUND Operating Checking Money Market Account DEBT SERVICE FUND Series 2014 Deferred Cost Fund Series 2014 Reserve Fund Series 2014 Revenue Fund Cash and Investment Balances December 31, 2017 BANK NAME MATURITY YIELD BALANCE Valley National Bank N/A 0.00% $ 1,467,474 (2) BankUnited N/A 0.78% 201,335 Subtotal 201,335 Subtotal General Fund 1,668,809 US Bank N/A 0.00% 21,140 US Bank NiA 0.00% 578,393 US Bank NiA 0.00% 221,081 Subtotal Debt Service 820,615 (1) Total $ 2,489,423 Note (1) Invested in First American Obligation Fund Note (2) $1,085,940.62 in tax assessment collections through December will be transferred to US Bank. Two months of operating expenses will remain in Valley National Bank and the balance transferred to Bank United MMA. Report Date: 1/18/2018 Page 8 Heritage Say CDD Sank Rmrmillation. $ank count No, Wrl VAlley Natfc.Vlai GF Stehemllwl N9. 12. 17 Statement Date 1211112017 CWL Balance (LCY) 1,407 Statement Balance 1,467,4?3.ti4 on- Salam:* 1,467,47164 Outstanding D"'ait% poiltive Adjubtawnts Subtotal 1,467,473.84 subtotal 1, t$ Outstanding Checks ("I.00 Negative Adju-stments Em4fvo cx'L patan'o 1,467,473.64 Ending 011amev 1,467,47191 mWwailem 0. CO Posting Dacunwnt Docjm*m Date Type No, Description Amount COON" Amunt Diffatencla Page 9 O N CR (O a O U] C) O N N O O W 0 0 0 0 0 O C In M O In V, O O M ti 1` N 'd' N N Ln 4 0 0 0 ct tr V d' V m O (0 I fn co O O m m OJ b OJ w E a (,.) v, ID 64 is» in ( en v Q N(n n EA M (n v4 u c 'o r•�r���r`r`� cj0 0 0 0 0 o m N m M�' m Om' M (1 Q M M M lA In LoL7 In C ` � Lo lt) li) N (O (O V (O (O � H C7 mN0000N(Oo 0 m c c O vl m F Q m (D p C A M am N °� d a n C C a L O O L J c O O co m .v. C M m O` E "B m LL .D Y Y LL U w m N -7 G D J J C LL 1 N @ @ 5 o o 0 a a a a a a U U a m m m o) rn G C c c c cO O O O O a a D_ a. D_ 2 0 o O O o y wwwww as af- a as a Q �[ LL LL LL LL LL N t, ti r, N Lu N T w :� 2 2�t Q m zr-r`r-r-r-wLu a � Y Y O N N N N N J J a ,a E E E E E O>>>>> U U> u u u = O O O O O w w 0 u11) u a v v a o Z Z z Z Z C❑ Z v ❑ O a 0 0 o z J J J J J y 0 0 0 O O j Go 00 W a m u�i y o < > C ` Lo t` N N N N N V V' (D UU U Q Q Q Q Q a- a s a a z z z z z z Ow w 0 w uj U w w z T (n Q Q g J R Z ❑ w W d O Lu z F' Q J J J J J Z Z LuJ J J J J g g co Q V ❑ = a 0 a K K a L w w a otl X z U Y w K a W W W Z Z Z a J Lu LL LL LL LL LL Y Y❑ LE S Z Q af o a ° o �ZZZZZgg� W p A l7 U Lo U) U') 0 0 0 0 0 o NC\l C-4CMCIJNN r r a Y O Z LL. O N N N M d4 U) c0 r- D ar 2 J O N M O (O (O lD (O (D N N N N N N N N N LO (D (D (o O N N N N N W M M M Cl) M M M M z Z W 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5 6 6 O O IL CD O N CR (O a Creekbridge Construction Inc. 18781 Creekbridge Ct. Alva, FL 33920 239-910-3224 creekbridge@mail.com BILL TO Heritage Bay CDD C/O Severn Trent 5911 Country Lakes Drive Fort Myers, FI 33905 INVOICE # 1213 DATE 10/01/2017 DUE DATE 10/01/2017 TERMS Due on receipt ACTIVITY CITY RATE; AMOUNT Shoreline Repair 0,50 43,125.00 21,562.50 750 linear feet along holes 23 and 24. Build a berm to retain concrete. Pour and vibrate concrete to fill void under all areas that are undermined. Rebuild slopes to 4:1 or greater. Replant from 1' above control to 4 feet below control with wetland plant to match existing. Erosion matting will be placed from 1' above control to existing cart path. Hole # 27 125 linear feet long by 12 feet wide along the tees. This area will need to be stripped.Fill imported to reestablish the 4 to 1 slope and compacted. Erosion mat installed and then re-soded to the waterline. Bulk head repair along 27 green. Additional area repaired after the water Receded and expose the shoreline. 150 feet @25$ per linear foot I split the bill 501/ BALANCE DUE 50% CDD 50% golf maintenance $21,562.50 Page 11 Lake Wetland Management r�J 5301 N Federal Highway, Suite 204 Boca Raton, FL 33487 BIII To Heritage Bay CDD c/o Severn Trent Set -vices 210 N. University Drive., Ste. 702 Coral Springs, FL 33071 Invoice Date Invoice # 12/4/2017 4791 Account # Terms 1525 Net 30 Quantic Description Rate Amount December - Lake Maintenance - 29 Lakes Including algae, border grass and invasive 6,000.00 6,000.00 exotic plant control including submersed vegetation totaling approximately 55,054 linear feet. December - Lake Maintenance - Lake 30- A and 30- B Including algae, border grass, 1,000.00 1,000.00 submersed vegetation and invasive exotic plant control for one lake and one lake shore line (East Bank of 30-B) totaling 9,690 linear teet. PLEASE NOTE NEW BILLING ADDRESS 5301 N. Federal Hwy 9204 Boca Raton, F133487 Thank you for your business. Total $7,000.00 For billing questions please contact (561) 303 -1013. Payments/Credits $0.00 For service questions please contact (239) 313 - 6947. Balance Duea9e 12 $7,000.00 m 0 M 0 w r O z H r ar O O O O O w tN0 O O O (ND O w A O O (ALn N p.' 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J J K t..1 u U U K U � U J U' U Q U U R' d U U U m U O C J m a0 0 m e F I N FRAMARK INFRASTRUCTURE MANAGEMENT SERVICES Heritage Bay CDD 01/17/18 — Field Management Report www.inframarkims.com 1. Lake Management The water levels have continued to drop with the rainy season over and relatively dry cold fronts that have moved through. The steady decrease in lake levels indicate that the stormwater system continues to function properly. Additional lake maintenance information is found below; all lake issues are low density unless otherwise noted. a. Algae on Lakes: 3, 4, 8, 10 & 27. Crews should remove as much additional organic loading as possible including palm fronds, tree branches, etc. b. Littorals: i. Alligator Flag in Lakes: none noted C. Rocks: Weeds in riprap at south end of Lake 19 need to be sprayed out. Riprap needs refurbishment d. Weeds: i. Alligator Weed in Lakes: No issues observed. ii. Brazilian Pepper: seedling peppers noted next to Lake 10 by #3 Tee. Also growing by 1-6/1-20 structure. iii. Cattails in Lakes: No issues observed. iv. Climbing Hemp Vine in Lakes: No issues observed. v. Dollar Weed in Lakes: No issues observed. vi. Hydrilla in Lakes: 28. Low density but treatment will be necessary to control growth. Inframark Monthly Management Report 1 vii. Illinois Pond Weed in Lakes: 5, 8, 9, 10, 11, 12, 19, 20, 21, 25, 26, 27, 30A, & 3013. Medium density in Lakes 19 and 27. Large areas also observed on the south and west sides of Lake 30A and in the outfall channel of Lake 30B by structure. Viii, ix. X. xi xii Palms on Lake Banks: A palm noted previously in Lake 23 was still present. Red Ludwigia in Lakes: Small amounts noted in lakes 3 and 9. Sedges in Lakes: No issues observed. Spatterdock/Lily Pads in Lakes: No issues observed. Torpedo Grass in Lakes: Worst infestation is in north littoral shelf of Lake 30B. Also present in small amounts around lakes 4, 5, 10, 11, 18, 19, 20, 24, 25, 26, 27 & 30A. Ail. Various Submerged weeds in Lakes: Hornwort noted in Lakes. Cabomba and Bladderwort in Lake 3. Inframark Monthly Management Report 2 e. Trash In Lakes: Several palm fronds becoming exposed along shorelines now that water levels are dropping. Specifically southeast corner of Lake 20, southeast and southwest corners of Lake sear bridge and Lake 6. f. Bulkheads: No new issues observed. g. Clippings in Lakes: No issues observed. 2. Lake Bank Erosion Inframark Monthly Management Report ed but steep slope is still of concern for future erosion. b. Lake 6: Minor erosion of soil from geoweb in southeast corner of lake. Exposed and broken Lake 7 piping along base of southeast bank d'. Lake 19: The damaged areas on the east bank have been repaired but riprap area at south end osion also noted along west bank by 426 fairway. Lake 30A; The damaged areas on the causeway have not worsened and are slated for repair. Inframark Monthly Management Report 3. Storm Drainage System Ci Control Structures: i. Basin 1: Control Structure BL10 was flowing around crest but no over Control Structure L51_6 was not flowing. ii. Basi n 2: Control Structure L61L20 was not flowing. Control Structure L12L20 was not flowing. iii. Basin 3: Control Structure L2500 was not flowing. Control Structure L27L30 was not flowing. iv. Basi n 4 & 5: Control Structure 1_281_30 was just barely flowing it appears that this pipe is clogged. Control Structure L29L30 was also barely flowing. v. Basin 6: Control Structure L30000O2 was not flowing. Control Structure L30000O3 was just barely flowing surging in conjunction with swells on the Lake. i_ Drains: No issues observed. Roadway Catch Basins: No issues observed. 6 Catch Basins: One small lawn drain cover missing adjacent to Lake 17 along west side of hole c Inter-Connect/Drain Pipes: Interconnect between preserves eroding outfall side. Will continue monitoring to see if intervention needed to prevent undercutting structure. Illicit Discharges: No issues observed. 8. Lake Drainage Pipes: Several pipes observed sticking up into the air now that water levels are receding. One cracked pipe noted at south end of Lake 9. Inframark Monthly Management Report 5 4. Fish/Wildlife Observations: ® Bass ❑ Bream ❑ Catfish ® Gambusia ® Egrets ® Herons ❑ Coots ❑ Gallinules ®Anhinga ® Cormorant ❑ Osprey ® Ibis ❑ Woodstork ❑ Otter ® Alligators ❑ Snakes ❑ Turtles ❑ Other: _Red -shoulder Hawk. Wild Turkey 5. Residential Complaints/Concerns: No issues reported. 6. Non -CDD Issues: No issues observed. Potato vine observed in landscaping along east side of development east of perimeter road Inframark Monthly Management Report 1. F©II®vv up Items Heritage Bay CDD Follow Up Tasks Summary Follow Up Task Reported On Assigned Action Completed Erosion on lakes 1,2,4,5,6,10,12,14,17,19,20,22,23,24,27, 29, 30A, 30B 11/25/2014 Monitoring Floating Pipes lakes 2,5,7, 8,9,10,11,13,14,17,18,19, 21,24, 26 9/25/2014 Repair broken pipe on lake 3 5/27/2015 Golf Course Water Level Too High Repair pipe on lake 5 5/27/2015 Golf Course Completed Remove trash on the bank of lake 7/15/2015 Golf Course Completed Remove silt fence in tract U 7/15/2015 LaMorada Vendor Completed Field Manager Tasks Inspect video of interconnect recordings 9/25/2014 Completed Write letter to The Quarry requesting removal of Brizillia n Pepper 10/17/2014 Quarry Community Completed Trees Associaiton Lake Bank Review On Going Littoral Planting Reviews On Going Erosion Restoration Site Visit Completed Contact Southwest Development regarding lake 27 repair 7/15/2015 Southwest Completed Development CDD Contractor Tasks Remove palms on the lake banks and thalia in the lakes 1/7/2016 Lake & Wetlands Completed Address grass/weed & algae issues 9/21/2016 Lake & Wetlands Completed Inframark Monthly Management Report Subject: FW: Heritage Bay CDD - Proposal for Agenda Packet Attachments: heritage bay.pdf; buoy jpg From: Mike Radford [mailto:mriunderwater@gmail.com] Sent: Friday, January 05, 2018 12:55 PM To: Faircloth, Justin<Justin.Faircloth@inframark.com> Subject: Re: Heritage Bay CDD - Proposal Request Hi Justin, I've attached the proposal to provide and install two new buoys. This will also include the removal of the olc buoy. I've also attached an image of the buoy we will use, which seems to be a bit more sturdier than the one you currently have. It has a 401b ballast and is visible 39" (3',3") above the waterline. Let me know if you have any questions. Regards, Krista Name Heritage Bay CDD C/0 Inframark 5911 Country Lakes Drive Fort Myers, FL 33905 M.R.I. Inspection LLC 17891 Wetstone Rd. N. Ft. M ers, FL. 33917 239-690-3033 Office 239-707-5034 Mike 239-236-1234 Fax CGC 1507963 Heritage Ba Buo Installation Date Estimate # 1/5/2018 1335 Description Amount This proposal is to provide and install two (2) new "Slow No Wake" buoys. We will dive to remove the old existing bouy and 2,000.00 install 2 new ones. This price includes all labor, material, and equipment needed to complete this job. Total $2,000.00 All material is guararteed to be as specified. All work to be completed in a workmanlike manner according to standard practices. Additional charges may occur if any changes are made during scope of work and will become an extra charge over and above the estimate. AA agreements contingent upon strikes, accidents o- delays beyond our control Owner to carry fire, tornado and other necessary insurance . our wckers are fully covered by workman's Compensation insurance. We will not he responsible for any unforseen incidents, when we dewater any wet welt system . Due to sink holes crevases or breeches ctc. in and around wet well This proposal docs not include replacing any landscaping(Grass,trees, shn.bs.etc.) all Jobsites will be left clean, Authon ed Signature Mike Radford President This proposal may be withdrawr if not accepted within 30 days. Arrcptaurr of Proposal The Above price, specifications and conditions are satisfactory and are hereby accepted. You are authori ed to do the work as specified. Payments will be made within 30 days after invoiced. If not we will agree to pay a 10% late fee. This proposal may be withdrawn if not accepted within thirty (30) days. Signature Date of acceptance Agenda Page 114