01/08/2019 Agenda Naples Heritage Community Development District
Board of Supervisors
o Peter J.Lombardi,Chairman
o Peter V.Ramundo,Vice Chairman o Justin Faircloth,District Manager
o Kenneth R.Gaynor,Assistant Secretary o Gregory L.Urbancic,District Counsel
o Gerald G.James,Assistant Secretary o W.Terry Cole,District Engineer
o Richard J.Leonhard,Assistant Secretary
Meeting Agenda
January 8,2019—9:00 a.m.
1. Roll Call
2. Public Comment on Agenda Items
3. Approval of the Minutes of the November 6,2018 Meeting
4. Old Business
A. Master Association Club Expansion Update
B. Lake Improvement Project
5. New Business
A. Drainage Repair Correspondence—Attorney Chadwell Walters
B. Discussion of FY 2020 Budget
6. Manager's Report
A. Acceptance of Financial Statements
B. FEMA Eligibility Determination
C. Follow Up Items
7. Attorney's Report
A. Resolution 2019-4
B. Partial Release of Conservation Easement
C. Club Packet of Documents for Transfer
8. Engineer's Report
9. Supervisors'Requests
10. Audience Comments
11. Adjournment
The next meeting is scheduled for March 5,2019
District Office: Meeting Location:
210 N.University Drive,Suite 702 Naples Heritage Golf and Country Club Clubhouse
Coral Springs,FL 33071 8150 Heritage Club Way
954-603-0033 Naples,FL
Naples Battu ZitlitS3ai1
NaplesNews,com
Published Daily
Naples,FL 34110
Affidavit of Publication
State of Florida
Counties of Collier and Lee
Before the undersigned they serve as the authority, personally appeared Natalie Zollar who on oath says that she
serves as Inside Sales Manager of the Naples Daily News,a daily newspaper published at Naples,in Collier County,
Florida;distributed in Collier and Lee counties of Florida;that the attached copy of the advertising was published in
said newspaper on dates listed.Affiant further says that the said Naples Daily News is a newspaper published at Na-
ples,in said Collier County,Florida,and that the said newspaper has heretofore been continuously published in said
Collier County,Florida;distributed in Collier and Lee counties of Florida,each day and has been entered as second
class mail matter at the post office in Naples, in said Collier County,Florida,for a period of one year next preceding
the first publication of the attached copy of advertisement; and affiant further says that he has neither paid nor
promised any person, or corporation any discount, rebate,commission or refund for the purpose of securing this
advertisement for publication in the said newspaper.
Customer Ad Number Copyline P.o.#
NAPLES HERITAGE CDD 2106411 Notice of Meetings N
Pub Dates
September 14,2018
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(Sig tu re of affiant)
o ,;�:•y. IAKOLUKANGAS I
ThSwis
n to and September 14,subscribed1before me i ;� !L
abuiruwwwwwwwqra
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(Signature of affiant)
Notice of Meetings
Naples Heritage Community
Development District
The Board of
Supervisors of the Naples
Heritage Community
Development District will hold
their meetings for Fiscal Year
2019 at the Naples Heritage
Golf and Country Club
Clubhouse,8150 Heritage Club
Way, Naples, Florida at 9:00
a.m.as follows:
November 6 2018
(Election day)
January 8,2019
(second Tuesday)
March 5,2019
April 2,2019
May 7,2019
Meetings may
be continued to a date and
time certain which will be
announced at the meeting.
There may be occasions when
one or more Supervisors will
participate by telephone. At
the meeting location there
will be present a speaker
telephone so that any
interested person can attend
the meeting at the meeting
location and be fully informed
of the discussions taking
place either in person or by
telephone communication.
Any person requiring
special accommodations
at these meetings because
of a disability or physical
impairment should contact
the District Manager's Office
at least forty-eight(48)hours
hrior to the meeting. If you are
earing or speech impaired,
please contact the Florida
Relay Service by dialing 7-1-
1, or 1-800-955-8771 (TTY) /
1-800-955-8770 (Voice), for
aid in contacting the District
Manager's 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.
Justin Faircloth
District Manager
September14,2018 No.2106411
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NAPLES HERITAGE
Community Development District
Financial Report
November 30,2018
Prepared by
6INFRAMARK
INF RASTRUC TORE MANAGEMENT SERVICES
NAPLES HERITAGE
Community Development District
Table of Contents
FINANCIAL STATEMENTS
Balance Sheet Page 1
Statement of Revenues,Expenditures and Changes in Fund Balances
General Fund Page 2
SUPPORTING SCHEDULES
Non-Ad Valorem Special Assessments Page 3
Cash and Investment Balances Page 4
Check Register Page 5
NAPLES HERITAGE
Community Development District
Financial Statements
(Unaudited)
November 30,2018
NAPLES HERITAGE
Community Development District General Fund
Balance Sheet
November 30, 2018
ACCOUNT DESCRIPTION TOTAL
ASSETS
Cash-Checking Account $ 55,600
Investments:
Money Market Account 7,095
Deposits 700
TOTAL ASSETS $ 63,395
LIABILITIES
Accounts Payable $ 3,447
TOTAL LIABILITIES 3,447
FUND BALANCES
Nonspendable:
Deposits 700
Assigned to:
Operating Reserves 19,200
Unassigned: 40,048
TOTAL FUND BALANCES $ 59,948
TOTAL LIABILITIES&FUND BALANCES $ 63,395
Report Date:12/21/2018 Page 1
NAPLES HERITAGE
Community Development District General Fund
Statement of Revenues,Expenditures and Changes in Fund Balances
For the Period Ending November 30,2018
ANNUAL YTD ACTUAL
ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(S) AS A%OF NOV-18 NOV-18
ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD BUDGET ACTUAL
REVENUES
I
Interest-Investments $ 100 $ 17 $ 85 $ 68 85.00% $ 8 $ 47
Special Assents-Tax Collector 99,872 56,000 46,156 (9,844) 46.22% 56,000 46,156
SpecialAssnnts-Discounts (3,995) (2,240) (1,853) 387 46.38% (2,240) (1,853)
TOTAL REVENUES 95,977 53,777 44,388 (9,389) 46.25% 53,768 44,350 ,
EXPENDITURES
Administration
PIR-Board of Supervisors 5,000 1,000 1,000 - 20.00% 1,000 1,000
FICA Taxes 383 77 77 - 20.10% 77 77
ProfServ-Englneedng 2,000 - - - 0.00% - -
ProfServ-Fleld Management 795 - - - 0.00% - -
ProfServ-Legal Services 2,000 1,040 1,040 - 52.00% 795 796
PrafSery-Mgmt Consulting Sery 21,948 3,658 3,658 - 16.67% 1,829 1,829
ProfServ-Proparty Appraiser 1,498 1,498 1,199 299 80.04% - -
ProfServ-Web Slte Maintenance 636 106 106 - 16.67% 53 53
Auditing Services 3,000 - - - 0.00% - -
Postage and Freight 1,500 250 92 158 6.13% 125 2
Insurance-General Liability 8.911 8,911 7747 1,164 88.94% - -
Printing and Binding 650 108 225 (117) 34.62% 54 225
Legal Advertising 2,500 295 249 46 9.96% - -
Misc-Bank Charges 660 110 89 21 13.48% 55 44
Misc-Assessmnt Collection Cost 1,997 1,120 886 234 44.37% 1,120 886
Misc•Contingency 376 - - - 0.00% - •
Misc-Webl•losting 501 84 215 (131) 42.91% 42 120
Office Expense 410 68 33 35 8.05% 34 33
Annual District Filing Fee 175 175 175 - 100.00% - -
Total Administration 54,940 18,500 16,791 1,709 30.56% 5,185 5,065
aka
Contracts-Fountain 700 175 174 1 24.86% - •
Contracts-Aerator Maintenance 682 - - - 0.00% - •
Electricity-Aerator 2,760 460 399 61 14.46% 230 215
R&M-Fence 500 - - - 0.00% •
Mc-Contingency 26,195 • - - 0.00% - -
Total Field 30,837 635 573 62 1.86% 230 215
Reserves
Reserve-Fountain 200 - - - 0.00%
Reserve-Roads and Lakes 10,000 - - - 0.00% -
Total Reserves 10,200 - - - 0.00% - -
TOTAL EXPENDITURES&RESERVES 95,977 19,135 17,364 1,771 18.09% 6,416 5,280
Excess(deficiency)of revenues
Over(under)expenditures - 34,642 27,024 (7,618) 0.00% 48,353 39,070
Net change in fund balance $ - $ 34,642 $ 27,024 $ (7,618)y 0.00% S 48.353 $ 39,070
FUND BALANCE,BEGINNING(OCT 1,2018) 32,924 32,924 32,924
FUND BALANCE,ENDING S 32,924 $ 67,866 $ 69,948
memoomeeemee
Report Date:12/21/2018 Page 2
NAPLES HERITAGE
Community Development District
Supporting Schedules
November 30,2018
NAPLES HERITAGE
Community Development District
Non-Ad Valorem Special Assessments-Collier County Tax Collector
Monthly Collection Distributions
For the Fiscal Year Ending September 30,2019
Discount/ Gross
Date Net Amount (Penalties) Collection Amount
Received Received Amount Costs Received
Assessments Levied $ 99,875.00
Allocation% 100%
11/08/18 $ 580 $ 33 $ 12 $ 625
11/16/18 11,878 505 242 12,625
11/30/18 30,959 1,315 632 32,906
TOTAL $ 43,417.00 $ 1,853.00 $ 886.00 $ 46,156.00
%COLLECTED 46.2%
TOTAL OUTSTANDING $ 53,719.00
Report Date: 12/21/2018 Page 3
NAPLES HERITAGE
Community Development District
Cash and Investment Balances
November 30,2018
ACCOUNT NAME BANK NAME YIELD MATURITY BALANCE
GENERAL FUND
Checking Account-Operating SunTrust 0.07% N/A $ 55,600
Money Market Account BankUnited 1.50% N/A 7,095
Total $ 62,695
Report Date: 12/21/2018 Page 4
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V 0 Page 5
Federal i:niereeney' IerNreancy
FEMA-4337-DR-11.
Florida Recovery Office
6021 South Rio Grande Ave.
'iSkT`' Orlando.Fl 32809
6
i FEMA
December 3,2018
Mr.Wesley Maul, Director
Florida Division of Emergency Management
2555 Shumard Oak Boulevard
Tallahassee, Fl 32399-2100
Justin Faircloth
Naples Heritage Community Development District
591 I Country Lakes Drive
do Severn Trent
Fort Myers. Fl 33905
Re: FEMA Public Assistance Eligibility Determination - Naples Heritage Community Development
District,PA ID 021-U4XUL-00, FEMA-4337-DR-FL, Project Worksheet(PW) 8852
Dear Mr. Maul and Mr. Faircloth:
The Department of Homeland Security's Federal Emergency Management Agency(FEMA) has
determined that the work is ineligible for Public Assistance funding. Please see the enclosed FEMA
Public Assistance Determination Memorandum for detailed information.
Under the Robert T. Stafford Disaster Relief and Emergency Assistance Act and applicable
regulations. the Naples Heritage Community Development District(Applicant) is entitled to appeal
this eligibility determination. The Applicant may appeal this determination to the FEMA Region 4
Regional Administrator pursuant to 44 CFR § 206.206. The appeal must: (1)contain documented
justification supporting the Applicant's position. (2)specify the monetary figure in dispute,and (3)
cite the provisions in federal law, regulation,or policy with which the Applicant believes the initial
action was inconsistent. The Applicant should also include a current email address to receive
electronic correspondence. An appeal must be submitted to the Florida Division of Emergency
Management(Recipient) by the Applicant within 60 days of the Applicant's receipt of this letter.
The Pass-Through Entity transmittal of that appeal, with a written recommendation, is required to be
submitted to Region 4 within 60 days of receiving the Applicant's letter.
Lastly.as FEMA will not accept additional information after issuance of the Regional
Administrator's first appeal decision, the Applicant must submit all relevant supporting information
with its first appeal. For reference, a current index of documents relevant to this determination is
enclosed.
1f you have any questions, please contact me at Roger.Jones2(alfema.dhs,gov.
,,,,,,.fema.3nv
Mr. Maul and Mr. Faircloth Agenda Page 54
December 3, 2018
Page 2
Sincer-
a
Roger 'nes
Infrastrt -lure Branch Director
Federal Emergency Management Agency
FEMA 4337-DR-FL
Enclosures:
FEMA PA Eligibility Determination Memorandum
Agenda Page 55
ELIGIBILITY DETERMINATION MEMORANDUM
Naples Heritage Community Development District
FEMA-4337-DR-FL PA ID 021-U4XUL-00
Applicant
0 State Agency ® Local Government ❑ Tribe 0 Private Nonprofit
Type
Grants Manager: Only fill out this section if the EMMIE: Only fill out this section tithe project
project is in Grants Manager worksheet is to EMMIE.
EMMIE Project
Project No. 8852 Worksheet No. NA
Version No. Version No.
EMMIE Project NA
Damage Cost
39117
Inventory No. Total Amount $0.00
Obligated
Project Title Fencing and Entry Gate
0 Large Category of
Project Size ® Small (Potentially subject to Work
Net Small Project Overrun appeal)
Issue(s):
Amount at 0 Applicant Eligibility
Issue $12,827.00
Eligibility Issue 0 Facility Eligibility
Amount $12,827 00 Type(s) El Work Eligibility
Denied ❑ Cost Eligibility
Issue Facilities not open to the general public
Keyword(s)
Project Description:
Hurricane Irma caused strong winds,torrential rain and tidal surge which resulted in extensive
damage throughout Florida. The incident period for this disaster is September 04,2017,through
October 18,2017. The widespread damage resulted in a major disaster declaration FEMA-4337-
DR-FL)on September 10, 2017. This disaster declaration, as amended,authorized Public
Assistance in all Florida counties.
The Naples Heritage Community Development District(Applicant)is a Special Government
District. The Applicant owns and maintains systems and facilities for roads,water management,
water supply,sewer,street lights, security,parks,and recreational facilities within their District.
The Applicant is claiming damages to a chain link fence and entry gate arm(Facilities)at Naples
Heritage Boulevard(Blvd.)and Davis Blvd. The fence and entry gate arm were both damaged
by the high winds and falling trees during the declared incident. Total costs to repair damages
are estimated at$12,827.
In July of 1997,the Applicant entered into a Facilities Operation and Maintenance Agreement
(Agreement)with the Naples Heritage Golf and Country Club, Inc., (Club)which states which
systems and facilities the Club is responsible for operating and maintaining,specifically roads
Page 1 of 4
Agenda Page 56
including all landscaping and sidewalks, irrigation water facilities not owned by Collier County,
security including guardhouses,water management and drainage,parks,common areas,and
recreation areas.'
Issue:
Are the Applicant's fencing and entry gate arm eligible for Public Assistance funding if they are
not the legal responsibility of the Applicant and the Facilities are not accessible to the general
public?
Applicable Law,Regulations,and FEMA Policy
The Robert T.Stafford Disaster Relleft and Emergency Assistance Act,Public Law 93-288,
Stafford Act,as amended:
§406,Repair,Restoration,and Replacement of Damaged Facilities.
(a)Contributions—
(1)In General.—.....
(A)to a State or local government for the repair,restoration, reconstruction,or
replacement of a public facility damaged or destroyed by a major disaster and for
associated expenses incurred by the government.
Title 44 of the Code of Federal RegulationslC.F.R.)October 1,2016:
§206.223(a)(1) General Work Eligibility
(a) General. To be eligible for financial assistance at item of work must:
(1) Be required as the result of the emergency or major disaster event.
FEMA Public Assistance Program and Policy Guide FP-104-009-2(April 2018)(PAPPG):
CHAPTER 2: Public Assistance Program Administration
Section II: Applicant Eligibility(C)Local Governments
FEMA provides assistance to eligible Applicants,which are defined below. FEMA must
first determine whether an Applicant is eligible before evaluating the Applicant's claim.
Community Development Districts are special districts that finance,plan,establish,
acquire,construct or reconstruct,operate,and maintain systems, facilities,and basic
infrastructure within their respective jurisdictions. To be eligible,a Community
Development District must be legally responsible for ownership,maintenance,and
operation of an eligible facility that is accessible to the general public.
Community Development District Systems and Facilities Operation and Maintenance Agreement,at 1,2(July 28,
1997).
Page 2 of 4
Agenda Page 57
Analysis:
Contributions may be made to a local government for the repair,restoration,reconstruction,or
replacement of a public facility damaged or destroyed by a major disaster and for associated
expenses incurred by the government.2 The Applicant,a special district type of local
government, is eligible to receive contributions for the restoration of the Facilities that are open
to or provide a service to the general public and upon a showing of legal responsibility.3
The Applicant has not established that it is legally responsible for the Facilities. The Applicant's
Agreement with the Club states that the Applicant is not legally responsible for security
including guardhouses.4 The fence and entry gate arm are a part of the Applicant's security and
guardhouses,and are therefore the responsibility of the Club. Consequently,the Applicant is not
eligible to receive FEMA funding for this project. Additionally,the Applicant's Facilities and
the Club are restricted to members only and not accessible to the general public.5 Therefore,the
project is not eligible for Public Assistance(PA)funding because the Facilities are not open to,
or provide a service to the general public.
This project is not eligible for FEMA PA reimbursement funding because the Applicant has not
established legal responsibility for the Facilities and the Facilities are not open to the general
public.
Eligibility Determination: 0 Partially Approved ® Denied
Notice of Right to Anneal:
The Applicant may appeal this determination to the Regional Administrator,pursuant
to Title 44 of the Code of Federal Regulations§206.206,Appeals. If the Applicant elects
to file an appeal,the appeal must:
1)Contain documented justification supporting the applicant's position;
2)Specify the monetary figure in dispute;and
3)Cite the provisions in federal law, regulation,and/or policy with which the
Applicant believes the initial action was inconsistent.
The appeal must be submitted to the Grantee,the Florida Division of Emergency
Management(FDEM),by the Applicant within 60 days of its receipt of this
determination. The Grantee's transmittal of that appeal,with recommendation,is
required to be submitted to our office within 60 days of the receipt of the Applicant's
letter.
2 The Robert T.Stafford Disaster Relief and Emergency Assistance Act of 1998,Pub.L.No.93-299(Stafford Act)
§406(a)(t)(A)42 U.S.C.5172.
3 Public Assistance Program and Policy Guide,FP 104-009-2,at 15(April 2018)[hereinafter PAPPG].
Community Development District Systems and Facilities Operation and Maintenance Agreement,at 2.
5 Title 44 of the Code of Federal Regulations(44 C.F.R.)§206.221(ex7),PAPPG,at 11 (April 2018).
Page 3 of 4
Agenda Page 58
Preparation and Review:
Preparer: Stefanie Schneider, DM Coordinator
Signaturc: 't sr_ Date: `P.-/ 3 /2_47/8
Office of Chief Counse Reviewer: David Russo, Attorney Advisor
Signator : ./ _ Date:
Approval:
PA Management: Roger-9. es, Infrast ure Branch Director
Signature: Date: -2-10\e (L.55 ie
Page 4 of 4
Federal Emergency INRDVA@ney
F17.MA-4337-DR-FL
Florida Recovery Office
6021 South Rio Grande Ave.
fr��s�t`F Orlando,FI 321109
V.4.&) A FEMA
December 11, 2018
Mr.Wesley Maul, Director
Florida Division of Emergency Management
2555 Shumard Oak Boulevard
Tallahassee, Fl 32399-2100
Justin Faircloth
Naples Heritage Community Development District
5911 Country Lakes Drive
do Severn Trent
Fort Myers, Fl 33905
Re: FEMA Public Assistance Eligibility Determination—Naples Heritage Community Development
District,PA ID 021-U4XUL-00, FEMA-4337-DR-FL,, Project Worksheet(PW) 8854
Dear Mr. Maul and Mr. Faircloth:
The Department of Homeland Security's Federal Emergency Management Agency(FEMA)has
determined that the work is ineligible for Public Assistance funding. Please see the enclosed FEMA
Public Assistance Determination Memorandum for detailed information.
Under the Robert T. Stafford Disaster Relief and Emergency Assistance Act and applicable
regulations,the Naples Heritage Community Development District(Applicant) is entitled to appeal
this eligibility determination. The Applicant may appeal this determination to the FEMA Region 4
Regional Administrator pursuant to 44 CFR § 206.206. The appeal must: (1)contain documented
justification supporting the Applicant's position,(2)specify the monetary figure in dispute, and(3)
cite the provisions in federal law, regulation,or policy with which the Applicant believes the initial
action was inconsistent. The Applicant should also include a current email address to receive
electronic correspondence. An appeal must be submitted to the Florida Division of Emergency
Management(Recipient) by the Applicant within 60 days of the Applicant's receipt of this letter.
The Pass-Through Entity transmittal of that appeal, with a written recommendation,is required to be
submitted to Region 4 within 60 days of receiving the Applicant's letter.
Lastly,as FEMA will not accept additional information after issuance of the Regional
Administrator's first appeal decision, the Applicant must submit all relevant supporting information
with its first appeal. For reference,a current index of documents relevant to this determination is
enclosed.
If you have any questions, please contact me at Roger.Jones2@fema.dhs.gov.
u - fcma.c„v
Mr. Maul and Mr. Faircloth Agenda Page 60
December 11,2018
Page 2
erely,
I/_
Roger Jones
Infrastructure Branch Director
Federal Emergency Management Agency
FEMA 4337-DR-FL
Enclosures:
FEMA PA Eligibility Determination Memorandum
Agenda Page 61
ELIGIBILITY DETERMINATION MEMORANDUM
Naples Heritage Community Development District
FEMA-4337-DR-FL PA ID 021-U4XUL-00
Applicant ❑ State Agency El Local Government 0 Tribe 0 Private Nonprofit
Type
Grants Manager Only fill out this section if the EMMIE: Only fill out this section if the project
project is in Grants Manager. worksheet is in EMMIE.
EMMIE Project
Project No. 8854 Worksheet No. NA
Version No. Version No.
EMMIE Project NA
Damage Cost
39118
Inventory No. Total Amount $0.00
Obligated
Project Title Community Street Signs
0 Large Category of
Project Size ® Small(Potentially subject to Work
Net Small Project Overrun appeal)
Issue(s):
Amount at $14,561.00 0 Applicant Eligibility
Issue Eligibility Issue ❑ Facility Eligibility
Amount Type(s) El Work Eligibility
Denied $14,561.00 ❑ Cost Eligibility
Issue Facility not open to the general public
Keyword(s)
Project Description:
Hurricane Irma caused strong winds,torrential rain and tidal surge which resulted in extensive
damage throughout Florida. The incident period for this disaster is September 04,2017,through
October 18,2017. The widespread damage resulted in a major disaster declaration(FEMA-
4337-DR-FL)on September 10,2017. This disaster declaration,as amended,authorized Public
Assistance in all Florida counties.
The Naples Heritage Community Development District(Applicant)is a Special Government
District. The Applicant owns and maintains systems and facilities for roads,water management,
water supply,sewer,street lights,security,parks,and recreational facilities within their District.
The Applicant is claiming damages to traffic control and directional street signs(Facilities)
located on roads within their District. The signs were damaged by the high winds during the
declared incident. Total costs to repair damages to the facilities is estimated at$14,561.
In July of 1997,the Applicant entered into a Facilities Operation and Maintenance Agreement
(Agreement)with the Naples Heritage Golf and Country Club,Inc. (Club). The Agreement
states which systems and facilities the Club is responsible for operating and maintaining,
Page 1 of 4
Agenda Page 62
specifically roads including all landscaping and sidewalks, irrigation water facilities,security,
water management and drainage,parks,common areas and recreational areas)
Issue:
Are the AppIicant's street signs,located on roads within the District,eligible for Public
Assistance funding if they are not the legal responsibility of the Applicant and are not accessible
to the general public?
Applicable Law.Regulations,and FEMA Policy
The Robert T.Stafford Disaster Relieft and Emergency Assistance Act,Public Law 93-288,
Stafford Act,as amended:
§406,Repair,Restoration, and Replacement of Damaged Facilities.
(a)Contributions—
(1)In General.--.....
(A)to a State or local government for the repair,restoration,reconstruction,or
replacement of a public facility damaged or destroyed by a major disaster and for
associated expenses incurred by the government.
Title 44 of the Code of Federal Regulations(C.F.R.) October 1,2016:
§206.223(a)(1) Genera! Work Eligibility
(a) General. To be eligible for financial assistance at item of work must:
(1) Be required as the result of the emergency or major disaster event.
FEMA Public Assistance Program and Policy FP- 104-009-2(April 2018)(PAPPG):
CHAPTER 2: Public Assistance Program Administration
Section II: Applicant Eligibility(C)Local Governments
FEMA provides assistance to eligible Applicants,which are defined below. FEMA must
first determine whether an Applicant is eligible before evaluating the Applicant's claim.
Community Development Districts are special districts that finance,plan,establish,
acquire,construct or reconstruct,operate,and maintain systems,facilities,and basic
infrastructure within their respective jurisdictions. To be eligible,a Community
Development District must be legally responsible for ownership,maintenance,and
operation of an eligible facility that is accessible to the general public.
'Community Development District Systems and Facilities Operation and Maintenance Agreement,at 1,2(July 28,
1997).
Page 2 of 4
Agenda Page 63
Analysis:
Contributions may be made to a local government for the repair,restoration,reconstruction,or
replacement of a public facility damaged or destroyed by a major disaster and for associated
expenses incurred by the government 2 The Applicant,a special district type of local
government,is eligible to receive contributions for the restoration of the Facilities that are open
to or provide a service to the general public and upon a showing of legal responsibility.3
The Applicant has not established that it is legally responsible for the Facilities. The Applicant's
Agreement with the Club states that the Applicant is not legally responsible for roads including
all landscaping and sidewalks,which includes the damaged street signs.4 Consequently, the
Applicant is not eligible to receive FEMA funding for this project.
In addition,both the Applicant and the Club are restricted to members only and is not accessible
to the general public.When a facility maintained by a Community Development District is not
open to the general public,or does not provide a service to the general public,the facility is not
eligibles Therefore,the project is not eligible for public assistance funding because the Facilities
are not open to or provide a service to the general public.
This project is not eligible for FEMA PA reimbursement funding because the Applicant has not
established legal responsibility for the Facilities and the Facilities are not open to the general
public.
Eligibility Determination: CI Partially Approved ® Denied
Notice of Right to Appeal:
The Applicant may appeal this determination to the Regional Administrator,pursuant
to Title 44 of the Code of Federal Regulations§206.206,Appeals. If the Applicant elects
to file an appeal,the appeal must:
1)Contain documented justification supporting the applicant's position;
2)Specify the monetary figure in dispute;and
3)Cite the provisions in federal law,regulation,and/or policy with which the
Applicant believes the initial action was inconsistent.
The appeal must be submitted to the Grantee,the Florida Division of Emergency
Management(FDEM),by the Applicant within 60 days of its receipt of this
determination. The Grantee's transmittal of that appeal,with recommendation,is
required to be submitted to our office within 60 days of the receipt of the Applicant's
letter.
2 The Robert T.Stafford Disaster Relief and Emergency Assistance Act of 1998,Pub.L.No.93-299(Stafford Act)
§406(a)(1XA)42 U.S.C.5172.
7 Public Assistance Program and Policy Guide,FP 104.009-2,at 15(April 2018)(hereinafter PAPPO).
Community Development District Systems and Facilities Operation and Maintenance Agreement,at 1.(July 28,
1997).
'PAPPG,at 15.
Page 3 of 4
Agenda Page 64
Preparation and Review:
Preparer: Stefanie Schneider, DM Coordinator
Signature: /�'�•-
►-t•Gw,�� Date: t 2/it/Zot$'
Office of ChiefCounsel Reviewer: David Russo, Attorney Advisor
Signature: , Date: to /->"C/
Approval: -
PA Management: Roger Jones. Infrastructure Branch Director
Signature: gab - Date: 121t1 l 101
Page 4 of 4
DATE: 12/27/2018
Copeland Southern Enterprises,lnc.
1668 Many Road North Fort Myers,Fl,33903
OWNER INFORMATION:
PROFESSIONAL SERVICES AGREEMENT BETWEEN TELEPHONE NO.: (239)245 7118 ext.306
COPELAND SOUTHERN ENTERPRISES,INC.AND Fax No: (239)245 7120
Naples Heritage CDD
E-MAIL: Tustin,fairclOth(irinfrionark,votlt
OWNER INFORMATION: PROJECT MANAGER:Scott Copeland
rOWNER'S ADDRESS:5911 Country Lakes Drive,Fort Myers,FL 33905 FEE AND TYPE:
BILL TO THE ATTENTION OF:Justin Faircloth,District Manager Time&Materials based upon the Rate Schedule in
effect at the time service is rendered, Estimated Fees:
$
PROJECT NAME: Mitered End Section Culvert Repairs @ SE Corner of Lake#5
WORK DESCRIPTION:Repair Hole damage in Concrete Culvert and Eroded Mitered Not-To-Exceed Fixed Fee based upon the Rate
End Section as seen in exhibit below.Pour Concrete in and round Culven and M.E.S.to Schedule in effect at the time service is rendered:
restore integrity of culvert and slope around structure with the installation of Coconut $
Erosion Blanket and Rip Rap to match existing slopes.
REMARKS:I)CSEI will call in a dig ticket 3 days before work can commence to allow Lump Sum Fixed Fee: S 2.875.00
the utility company's time to mark the underground utilities within the work areas. 2)
Total Fees: $ 2.875.00
Residents will need to be notified by the board prior to the work commencing to stay
clear of the work areas for the safety of all. 3) Work is estimated to take 2 days to
complete.4)Work on structure will need to be done during the dry season and before the
rainy season starts mid-May.
Dear Justin,
Pursuant to your request,Copeland Southern Enterprises,Inc.is pleased to submit the following proposal for the repairs of the damaged Culvert and
M.E.S.with some Lake Restoration around Structure for the above-referenced project:
SCOPE OF SERVICES(Limited to the following):
1. MOT will be set up around work area to insure the safety of local residents and visitors during the work hours.
2. Crews will cut away and remove damaged concrete area in end of culvert,form and pour concrete in and around culvert and M.E.S.
to reinforce the integrity of the drainage structure.
3. Crews will back fill and reinforce a 10 foot area around the structure using Natural Coconut Erosion Blanket to stabilize slopes and
stop erosion around structure.
4. Crews will re-install Rip Rap around structure once forms have been removed and slope around structure has been stabilized.
5. MOT will be removed once all work is completed and work area has been policed.
Note:Any additional work and services requested,and Is not found iu this Proposal can be done,but will require additional cost to be
paid In full with proposal fee upon the completion of the work.
We at Copeland Southern Enterpnses 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 pe ormance of the above services and agree to pay the charges upon the completion of the Job resulting
there from as identified int "FEE TYPE"section above. I have read,understand and agree to these Standard BusinessgTerms.
Authorized Signature: 14(C4-- k Date: 1/ V/ 19
Typed Name&Title:
•r.1'a,/— L4,.,✓ t,/ r%ht.q}r,i vi&
Exhibit: Site Map and Work Areas
3 It
i
r 1
K
, ' 44141'' ) *
_ .mmil/011001411111,:1111.."
-110,411
Typical Mitered End Section with 18 to 30 inch RCP.
, --..—t„.. .„
PLAN 47EW
` - *SLOPE 1:4 MITER:ro C PIPE POR PIPES 18"AND SMALLER
# 12 FOR PIPES 24"AND IARGER
ilk �., I 1.2 MITER:TO C PIPE FDA PIPES /8'AND SMALLER.
1�� 1 / FOR PIPES 24"AND LARGER
'a
C.RQ.cc._. ;Ca'
ADDENDUM TO AGREEMENT
This ADDENDUM TO AGREEMENT("Addendum")dated as of the 8th day of January,
2019,by and between the Naples Heritage Community Development District("DISTRICT")and
Copeland Southern Enterprises, Inc. ("CONTRACTOR"). (DISTRICT and CONTRACTOR
being collectively referred to herein as the"Parties").
WHEREAS, the Parties entered into a stormwater systems repair project agreement
("Agreement")on January 8,2019; and
WHEREAS, the DISTRICT is a "public agency" pursuant to Section 119.0701(1)(b),
Florida Statutes, and Chapter 119, Florida Statutes, provides for certain contract requirements
related to public records in each public agency contract for services;and
WHEREAS,the parties desire to incorporate certain provisions relating to public records
together with other supplemental contract provisions.
NOW THEREFORE,the Parties hereby agree as follows:
1. CONTRACTOR agrees to comply with Florida's public records law by keeping
and maintaining public records that ordinarily and necessarily would be required by the DISTRICT
in order to perform the services under the Agreement by doing the following: upon the request of
the DISTRICT's Custodian of Public Records,providing the DISTRICT with copies of or access
to public records on the same terms and conditions that the DISTRICT would provide the records
and at a cost that does not exceed the cost provided by Florida law;by ensuring that public records
that are exempt or confidential and exempt from public records disclosure requirements are not
disclosed except as authorized by law for the duration of the term of this Agreement and following
completion of the Agreement if the CONTRACTOR does not transfer the records to the
DISTRICT; and upon completion of the Agreement by transferring,at no cost,to the DISTRICT
all public records in possession of the CONTRACTOR or by keeping and maintaining all public
records required by the DISTRICT to perform the services. If the CONTRACTOR transfers all
public records to the DISTRICT upon completion of the Agreement, the CONTRACTOR shall
destroy any duplicate public records that are exempt or confidential and exempt from public
records disclosure requirements. If the CONTRACTOR keeps and maintains public records upon
completion of the Agreement, the CONTRACTOR shall meet all applicable requirements for
retaining public records. All records stored electronically must be provided to the DISTRICT,
upon request from the DISTRICT's Custodian of Public Records, in a format that is compatible
with the information technology systems of the DISTRICT.
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE
CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING
TO THIS WORK ASSIGNMENT, CONTACT THE DISTRICT'S
CUSTODIAN OF PUBLIC RECORDS SANDRA DEMARCO, AT
INFRAMARK INFRASTRUCTURE MANAGEMENT SERVICES 210 N.
UNIVERSITY DRIVE SUITE 702 CORAL SPRINGS,FL 33071,954-753-5841
EXT. 40532, OR SANDRA.DEMARCO@INFRAMARK.COM.
2. Contractor or any subcontractor performing the work described in this Contract
shall maintain throughout the term of this Contract the following insurance:
(a) Workers' Compensation coverage,in full compliance with Florida statutory
requirements,for all employees of Contractor who are to provide a service under this
Contract,as required under applicable Florida Statutes AND Employer's Liability with
limits of not less than$1,000,000.00 per employee per accident, $500,000.00 disease
aggregate,and$100,000.00 per employee per disease.
(b) Commercial General Liability"occurrence"coverage in the minimum amount of
$1,000,000 combined single limit bodily injury and property damage each occurrence
and$2,000,000 aggregate,including personal injury,broad form property damage,
products/completed operations,broad form blanket contractual and$100,000 fire legal
liability.
(c) Automobile Liability Insurance for bodily injuries in limits of not less than
$1,000,000 combined single limit bodily injury and for property damage,providing
coverage for any accident arising out of or resulting from the operation,maintenance,or
use by Contractor of any owned,non-owned,or hired automobiles,trailers,or other
equipment required to be licensed. Said insurance shall also to include
insured/underinsured motorists coverage in the minimum amount of$100,000 when there
are owned vehicles.
District,its staff,consultants,agents and supervisors shall be named as an additional
insured on all policies required(excluding worker's compensation). Contractor shall
furnish District with the Certificate of Insurance evidencing compliance with this
requirement. No certificate shall be acceptable to District unless it provides that any
change or termination within the policy periods of the insurance coverage,as certified,
shall not be effective within thirty(30)days of prior written notice to District. Insurance
coverage shall be from a reputable insurance carrier acceptable to District,who licensed
to conduct business in the State of Florida,and such carrier shall have a Best's Insurance
Reports rating of at least A-VII.
If Contractor fails to have secured and maintained the required insurance, District has the
right(without any obligation to do so,however),to secure such required insurance in
which event,Contractor shall pay the cost for that required insurance and shall furnish,
upon demand, all information that may be required in connection with District's
obtaining the required insurance.
2
3. Neither District nor Contractor may assign this Contract without the prior written
approval of the other.
4. This Contract shall be construed, governed and interpreted in accordance with the
laws of the State of Florida.
5. In the event of litigation arising out of either party's obligations under this
Contract, sole and exclusive venue shall lie in Collier County, Florida and the prevailing
party shall be entitled to recover its attorney's fees and costs from the non-prevailing
party, including but not limited to trial level fees,bankruptcy fees and appellate fees.
6. All other provisions to the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, the Parties have caused this Addendum to be executed by
their respective duly authorized officers as of the date first above written.
District:
NAPLES HERITAGE
COMMUNITY DEVELOPMENT DISTRICT
BY: . 7/(1-4e-te•
Contractor:
COPELAND SOUTHERN ENTERPRISES,INC.
By: Y.L I /(r
3
RESOLUTION NO.2019- 1/
A RESOLUTION OF THE BOARD OF SUPERVISORS OF
NAPLES HERITAGE COMMUNITY DEVELOPMENT
DISTRICT AUTHORIZING CERTAIN ACTIONS INCLUDING
THE PARTIAL RELEASE OF A CONSERVATION EASEMENT
ON CERTAIN REAL PROPERTY OWNED BY THE DISTRICT
AND AUTHORIZING THE CONVEYANCE OF
APPROXMIATELY 2.87 ACRES OF REAL PROPERTY
OWNED BY THE DISTRICT FOR APPROXIMATELY 8.21
ACRES OF REAL PROPERTY OWNED BY NAPLES
HERITAGE GOLF & COUNTRY CLUB OF NAPLES, INC.;
AUTHORIZING THE CHAIRMAN OR THE VICE CHAIRMAN
(IN THE CHAIRMAN'S ABSENCE) TO EXECUTE SUCH
RELEASE AND CONVEYANCE DOCUMENTS TO THE
EXTENT NECESSARY TO EVIDENCE THE FOREGOING
ACTIONS; PROVIDING FOR SEVERABILITY; PROVIDING
FOR CONFLICTS; AND PROVIDING FOR AN EFFECTIVE
DATE.
WHEREAS, Naples Heritage Community Development District (the "District") is a
community development district that was established pursuant to the provisions of Chapter 190,
Florida Statutes by the Board of County Commissioners of Collier County, Florida through the
adoption of Ordinance No. 96-57 on September 24, 1996;and
WHEREAS, Chapter 190, Florida Statutes, authorizes the District to construct, install,
operate, finance and/or maintain systems and facilities for certain basic infrastructure including,
but not limited to, district roads, sanitary sewer collection system, potable water distribution
system, reclaimed water distribution system, stormwaterlfloodplain management, off-site
improvements, landscape and hardscape, irrigation system, street lighting and other public
improvements; and
WHEREAS, the District owns, operates and maintains certain conservation areas and
related improvements for the benefit of property owners and residents within the District;and
WHEREAS,the District desires to cooperate with Naples Heritage Golf&Country Club
of Naples, Inc., a Florida not-for-profit corporation ("Club") in relation to modifications of the
Club's common areas, which modifications impact existing conservation areas within the Naples
Heritage community; and
WHEREAS, the District desires to take certain actions including, without limitation,the
following(collectively, the"Conservation Area Actions"): (i) entering into a partial release of a
conservation easement with South Florida Water Management District for a portion of Tract CI
of Naples Heritage Golf&Country Club Phase One owed by the District and legally described on
Exhibit "A" attached hereto and incorporated herein by reference ("District Property"); (ii)
conveying the District Property in fee simple to the Club; and (iii) accepting the conveyance of
1
that certain real property described on Exhibit"B" to attached hereto and incorporated herein by
reference("Club Property")in fee simple from the Club; and
WHEREAS, the Club Property will become a portion of the conservation areas to be
owned and operated by the District.
NOW,THEREFORE,BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF
NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT:
SECTION 1. FINDINGS. The above recitals are true and correct and incorporated herein
by this reference.
SECTION 2. APPROVAL AND AUTHORIZATION OF CERTAIN ACTIONS.
The District hereby approves and authorizes the Conservation Area Actions and authorizes the
execution of those certain release and conveyance documents attached hereto and incorporated by
reference as Exhibit"C"("Conservation Area Documents").
SECTION 3. DELEGATION OF AUTHORITY. The Chairman or the Vice Chairman
(in the Chairman's absence)of the District's Board of Supervisors is hereby authorized to execute
any and all documentation necessary or required in order for the District to effectuate the
Conservation Area Actions and carry out the intent of this Resolution including,without limitation,
the execution of the Conservation Area Documents and such other documents as are determined
to be necessary or required by the Chairman or the Vice Chairman(in the Chairman's absence).
SECTION 4. SEVERABILITY. If any section or part of a section of this Resolution be
declared invalid or unconstitutional,the validity, force and effect of any other section or part of a
section of this Resolution shall not thereby be affected or impaired unless it clearly appears that
such other section or part of a section of this Resolution is wholly or necessarily dependent upon
the section or part of a section so held to be invalid or unconstitutional, it being expressly found
and declared that the remainder of this Resolution would have been adopted despite the invalidity
of such section or part of such section.
SECTION 5. CONFLICTS. All resolutions or parts thereof in conflict herewith are, to
the extent of such conflict, superseded and repealed.
SECTION 6. EFFECTIVE DATE. This Resolution shall be effective immediately upon
its adoption.
{Remainder of page intentionally left blank. Signatures appear on next page.}
2
PASSED AND ADOPTED at a meeting of the Board of Supervisors of Naples Heritage
Community Development District this 9th day of January,2019.
NAPLES HERITAGE
COMMUNITY DEVELOPMENT
Attest: TRICT
(;)L,
tin Faircloth, Secretary Peter Lombardi,Chairman
3
Exhibit"A"
District Property
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Exhibit"B"
Club Property
TRACT RW4,NAPLES HERITAGE GOLF&COUNTRY CLUB PHASE ONE,A
SUBDIVISION ACCORDING TO THE PLAT THEREOF RECORDED IN PLAT
BOOK 26,PAGE 73 THROUGH 80,OF THE PUBLIC RECORDS OF COLLIER
COUNTY,FLORIDA.
AND
THE EAST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHWEST
QUARTER OF THE SOUTHEAST QUARTER OF SECTION 9, TOWNSHIP 50
SOUTH,RANGE 26 EAST,COLLIER COUNTY,FLORIDA.
5
Exhibit"C"
Conservation Area Documents
6
Return recorded document to:
South Florida Water Management District
Regulation Division—MSC 9210
3301 Gun Club Road
West Palm Beach, FL 33406
Permit: Application:
Tract:
PARTIAL RELEASE OF CONSERVATION EASEMENT
This Partial Release of Conservation Easement ("Partial Release") is made this_ day
of , 20_ by the SOUTH FLORIDA WATER MANAGEMENT DISTRICT ("District")
having an address of 3301 Gun Club Road,West Palm Beach, Florida 33406.
WITNESSETH:
WHEREAS, Naples Heritage Community Development District granted in favor of the
District that certain Deed of Conservation Easement dated 7/26/99 ,and recorded in Official
Record Book 2588 at Page 0884 of the Public Records of Collier County, Florida
(hereinafter referred to as the'Conservation Easement')encumbering the real property described
on Exhibit "A" attached hereto and made a part hereof (hereinafter referred to as the "Original
Premises"); and
WHEREAS, the District has been requested to release a portion of the Conservation
Easement with respect to only that portion of the Original Premises described on Exhibit "B"
attached hereto and made a part hereof(hereinafter referred to as the"Release Parcel"); and
WHEREAS, the District is amenable to amending the conservation easement to release
a portion of the Conservation Easement only with respect to the Release Parcel.
NOW, THEREFORE, for good and valuable consideration, the adequacy and receipt of
which is hereby acknowledged,the District hereby partially releases the Conservation Easement
to discharge,terminate and release the Conservation Easement with respect to only the Release
Form 1271 (05/2016)Partial Release of Conservation Easement Page 1 of 5
Partial Release of Conservation Easement
Permit: Application:
Parcel, without impairing the operation and effect of the Conservation Easement as to the
remainder of the original premises which are not contained within the Release Parcel,(the original
Premises less and except the Release Parcel is hereinafter referred to as the "Remainder
Premises"). The Conservation Easement shall remain in full force and effect with respect to the
Remainder Premises and shall remain unaffected by this Partial Release of Conservation
Easement. All references in the Conservation Easement to 'Property' shall hereafter mean and
refer to the Remainder Premises.
IN WITNESS WHEREOF, the South Florida Water Management District has caused this
Partial Release of Conservation Easement to be executed in its name by its Governing Board on
this day of , 20_
SOUTH FLORIDA WATER MANAGEMENT
DISTRICT
By:
Chairman
STATE OF FLORIDA
COUNTY OF
The foregoing instrument was acknowledged before me this
day of , 20
by , Chairman of the South Florida
Water Management District, a public corporation of the State of Florida, on behalf of the
corporation, who is personally known to me.
Notary Public
Print
My Commission Expires:
Legal Form Approved By
Office of Counsel, May 2016
Form 1271 (05/2016)Partial Release of Conservation Easement 2 of 5
Partial Release of Conservation Easement
Permit: Application' T
o 1479
Print Name A'14' h 4 A 1t &._
WITNESSES.
�/
Print am�t�-4-Yla.. • Sim &-S
fa/ '
Print :fie: ir,'"1L.__E_.Gfl . G.
STA E OF FLORIDA
COUNTY OF ooj 4/EZ
The foregoing instrument was acknowledged before me this
-(ti`fa .�- day of 4A/a y „ 20
/9 by...._._f._. reTA,.i...._L p. lt ,k, / who is •-rso to me
or who has produced ...... as identification.
• ota lie .1441.e.c.,/ ,-,-, ---11Wirs.--i
+� My Commission(33164308 Print Name
y-r wires osnmo72 q
My Commission Expires. A�i�[ % ,.2•0o2�"-
_.. gym+
Form 1271 (05/2016)Partial Release of Conservation Easement ;1 of
EXHIBIT A—ORIGINAL PREMISES
(Legal description from the original Conservation Easement)
Form 1271 (05/2016)Partial Release of Conservation Easement Page 4 of 5
t
2527468 OR; 2588 PG; 0884
aeons i1 enlclu news sf cam COW, n
1!/12/I!!! at 13:1111 1114/3 1. IIICY, CUYR
This inrmjntent Prepared By: 11e 111 11.31
Steven P.Kushner,Esq. ICC-.11 ,11
1375 Jackson Sueet,Suite 202 COtI11 CO
Fort Myers,FL 33901 hta:
'MU 1HUM
1313 ilAC1101 3? DU
10119 113111 ii 33311
DEED OF CONSERVATION EASEMENT
THIS DEED OF CONSERVATION EASEMENT is given this 26, day of -7;,4-y _,
1999, by NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT, an independent
special district created pursuant to Chapter 190,Florida Statutes,hereinafter called"Grantor",to the
SOUTH FLORIDA WATER MANAG lU15" T.hereinafter called"Grantee".
i,
WHEREAS,the Grant$r isthe& a of Ce tain s sit a in'C,ollier County,Florida,and
more specifically described iii E:(!)i ' . t►�hc ,terrat coryporated herein by reference
("Property");and if, i ( f , ( .,
WHEREAS,the Grantgr ka special drstriet es lish� to '9 a community consisting of
seven hundred and ninety-nina�( )residential units knjas Ies Heritage Golf&Country
Club which shall be subject to the ' laration of Covenants;•C,,. iiiiuis,and Restrictions for Naples
Heritage Golf& Country Club (�roj; tz' at a site in ColliCr+i nty,which Project will impact
wetlands under the regulatory urisdictcOn path-1 ler' sr'V a Mana ement District("District"),
and '' ;, .
j '
J
WHEREAS,District Permit No. 11-01101-S("Permit")authorizes certain activities which
affect surface waters in or of the State of Florida;and
WHEREAS,this Permit requires that the Grantor preserve and/or mitigates wetlands under
the District's jurisdiction;and
WHEREAS, the Grantor has developed and proposed as part of the permit conditions a
conservation tract and maintenance buffer involving preservation of certain wetland and/or upland
systems on the Property;and
WHEREAS,the Grantor,in consideration of the consent granted by this Permit,is agreeable
to granting and securing to the Grantee a perpetual conservation easement as defined in Section
704.06, Florida Statutes,over the Property.
I
1
OR: 2588 PG: 0885
NOW,THEREFORE,in consideration of the issuance of the Permit to construct and operate
the permitted activity,and as an inducement to Grantee in issuing the Permit,together with other
good and valuable consideration, the adequacy and receipt of which is hereby acknowledged,
Grantor hereby grants,creates,and establishes a perpetual conservation easement for and in favor
of the Grantee upon the Property which shall run with the land and be binding upon the Grantor,and
shall remain in full force and effect forever.
The scope,nature,and character of this conservation easement shall be as follows:
i
I. It is the purpose of the conservation easement to retain land or water areas in their
natural,scenic,open,agricultural or wooded conditions and to retain such areas as suitable habitat
for fish,plants or wildlife,
To carry out this purpose,the following rights are conveyed to Grantee by this easement:
(a) To enter upon the Property at reasonable times to enforce the rights herein
granted in a manner that will not unrea �^ . with the use and quiet enjoyment of the
Property by Grantor at the time of t l if_ %r-^,,�
(,_J
(b) To enjoyh any at tiwity-on or use of the Pt pe that is inconsistent with this
conservation easement and tcienfrceif •tur;lion t such are o features of the Property that
i
may be damaged by any tne9nst tPn ti ' teat .c ,•g ` \
2. Except tbrres @ra r ti,ii,e tt ntent,m int4iat ceand monitoring activities,
or surface water managemet lr fn' rovements, which ale. perhutt , /required by the Permit, the
following activities are prohifin or on the Propert0= I
(a) Constructio•`plt►cing of build] as�;44� oaas, signs (except as previously
approved by the District,billboards o r4ihr �!c ,(t�ft`tlritles',or other structures on or above the
ground; -- ._ t
(b) Dumping or placing of soil or other substance or material as landfill, or
dumping or placing of trash,waste,or unsightly or offensive materials;
(c) Removal or destruction of trees, shrubs,or other vegetation,except for the
removal of exotic vegetation in accordance with a District approved maintenance plan;
(d) Excavation,dredging,or removal of loam,peat, gravel,soil,rock,or other
material substance in such manner as to affect the surface,except as previously approved by the
District;
(e) Surface use except for purposes that permit the land or water area to remain
in its natural condition;
-2-
•
OR: 2588 PG; 0886
(ti) Activities detrimental to drainage,I food control,water conservation,erosion
control, soil conservation, or fish and wildlife habitat preservation including, but not limited to,
ditching,dicing and fencing;
(g) Acts or uses detrimental to such retention of land or water areas.
(h) Acts or uses which are detrimental to the preservation of any features or
aspects of the Property having historical or archaeological significance.
3. Grantor reserves all rights as owner of the Property,including the right to engage in
uses of the Property that are not prohibited herein and which are not inconsistent with any District
rule,criteria,permit and the intent and purposes of this Conservation Easement.
4. No right of access by the general public to any portion of the Property is conveyed
by this conservation casement.
5. Grantee shall not'be res X ltS�o �tktyj yosts or liabilities related to the operation,
upkeep and maintenance of the 1 rcalil: t,;:-----`
6. Grantor shall pal any t d aifreal property,taxes rindassessments levied by competent
authority on the Property, ' 1
7. Any costs inc$jrre itienf')ure tg julilet lyn. rr+A}ise,ithe terms and restrictions of
this conservation easement Sl bojttel3
. >apti retuveragtilislithe non-prevailing party in
such proceedings. 1 %
\ A.-
l
ww
8. Enforcement of tetter s and provisions Oftlie_xvsFrvation easement shall be at the
reasonable discretion of Grantee;e�afidi iy,•forbearance cuyheh Jfof Grantee to exercise its rights
hereunder in the event of any breacfnlieretiWOrgit4.Shatnot be deemed or construed to be a
waiver of Grantee's rights hereunder.
9. Grantee will hold thisconservation easement exclusively for conservation purposes.
Grantee will not assign its rights and obligations under this conservation easement except to another
organization qualified to hold such interests under the applicable state laws.
10. It any provision ofthis conservation easement or the application thereofto any person
or circumstances is found to be invalid, the remainder of the provisions of this conservation
easement shall not be affected thereby, as long as the purpose of the conservation easement is
preserved.
11. All notices, consents, approvals or other communications hereunder shall be in
writing and shall be deemed properly given if sent by United States certified mail, return receipt
requested,addressed to the appropriate party or successor-in-interest.
-3-
OR: 2588 PG: 0887
12. The terms,conditions,restrictions and purpose of this conservation easement shall
be inserted by Grantor in any subsequent deed or other legal instrument by which Grantor divests
itself of any interest in the Property. Any future holder of the Grantor's interest in the Property shall
be notified in writing by Grantor of this conservation easement.
13. This conservation easement may he amended,altered,released or revoked only by
written agreement between the parties hereto or their heirs,assigns and successors-in-interest,which
shall be filed in the Public Records of Collier County.
TO IIAVE AND TO HOLD unto Grantee, its successors and assigns forever. These
covenants,terms,conditions,restrictions and purpose imposed with this conservation easement shall
not only be binding upon Grantor, but also their agents, heirs, successors and assigns, and shall
continue as a servitude running in perpetuity with the Property.
Grantor hereby covenants with said Grantee that Grantor is lawfully seized of said Property
in fee simple;that the Property is free and clear ofal I encumbrances;that Grantor has good right and
lawful authority to convey this conserva rr ,e 1e' ill at it hereby fully warrants and defends
the title to the conservation easemen(l eWeonvey�+lir,s the lawful claims of all persons
whomsoever. ;�, .>"�
i
, X,.\ \\,
IN WITNESS WHEREOF,�he or A TereiiAto set i hated and seal the.%?G, day of
"7u`Y
1999. irlf/
-- . ,ssi em
•
r .k ,,r,iNPL 1E• 'GE COMMUNI'T'Y
\;--- \ VE1P .4 r DISTRICT,
\\\L,,,,,,,„.,,\ an epd 'special district established
\\,,,,fx. purs�t' + 19 Florida Statutes
Oq
' ,:ATE :1 ;" - -S •J Peter R.Comeau,Chairman
n,C1 .7,Net.v,„[.Let
hirM rtae
4'14011111.14N-
i
hMW
SVA ,
LLr J 4SfLCL.b tAJ
•
-4-
•
OR: 2588 PG: 0888
STATE OF FLORIDA
COUNTY OF
On this az" day of- 'I y , 1999, before me,the undersigned notary public,personally
appeared Peter R.Comeau,personally known to me to be the person who subscribed to the foregoing
instrument and did not take an oath, as the Chairman of the Naples Heritage Community
Development District,an independent special district established pursuant to Chapter 190,Florida
Statutes,and acknowledged that he executed the same on behalf of said entity and that he was duly
authorized to do so.
IN WITNESS WHEREOF,I hereunto set my hand and official seal.
44r eLLii.
Notary Public-State of Florida
.Cue4.C. ): de,e crT`
_ Printed,typed or stamped name
(SEAL) p& c cgmmission Expires: /Vox. 3 � d
1
\
; �- •.•, .at.NOTARY-SEAL
/ s `T —" 1 l s�.{:lLLE F BARRETT
r as .• :LA* r'OHJC MATE OF FLOIUDA 1
r Jr i j' " i���j�1 r?1'4tMI'iSION NO.CC721216
1 } # f,j EX
1 i •S�1 510N P.MAR.3,2O02J
South Florida Water Manag pt0 t 1 &�t, J 0 «, jib
Legal Form Approved ;-�1 _.., ,- t j �1
Date: `,�
r f' i
G:lusen\BEThY1WP81Na es fieri Du;ti „pa..... �, �' /
pl Heritage CDR\CONSEl1 A'I k�N ).w
,fit,. f v
-5-
I
**tr OR: 2588 PG: 0889 ***
EXHIBIT "A"
Tracts "C-1" through "C-20", inclusive, Plat of Naples Heritage Golf and Country Club,
Phase One, recorded in Plat Book 26, Pages 7340, inclusive, of the Public Records of Collier
County, Florida.
itrli 0 ft' I
IZJ
1 , 3 f /
EXHIBIT B—RELEASE PARCEL
(Exhibit to be prepared by Owner containing the legal description of only the
property to be released. Permit Reviewer must confirm that Exhibit B contains
only the description of the portion being released.)
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I1u:,instilment was primed
without an option Muth!and
Act recording realm to:
Gregory L Urbanelc.Cut
Coleman,Yovanorteh&Koestet,P.A.
4001 Minium!fmtl Noah,State 30()
Na pk..Florida 3 4 43
:t
(239)435-3535
Parcel Nv. Poi twit of(t135000"027.
Consideration-SI 0.15)
(sparse shove this line for recording data)
SPECIAL WARRANTY DEED
``oi
THIS SPI(CiA1.WARRANTY DEET)is made this P"day of , ,2019 between
NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT, a community development
distrkt estabhsLed and existing pursuant to Chapter 190,Florida Statutes,whose address is cm inframark,
LLC. 5911 Country Lakes Drive, Fort Myers. Florida 339(15, as grantor ("Grantor"), and NAPLES
III•ITACF.Gs ll,F Rr COUNTRY CLUB,INC.,a Florida not-fur-profit corporation,wl:ose post office
address is 8150 Heritage Club Way,Naples,Florida 34112,as grantee("Grantee").
(Wheneret used herein the terms'Grantor"and "Grantee" include all the parties to this
instrument and the heirs, legal representatives, and assigns of individuals, and the
successors and assigns of corporations.trusts and trustees.)
Wl'FNESSE'i'11, that Grantor, for and in consideration of the sum of TEN AND NO.100
iX)LLARS(510,00)and other good and valuable considerations to Grantor in hand paid by Gantee,the
receipt whereof>s hereby acknowledged,has gamed,bargained,and sold to Grantee,and Grantee's heirs
and assigns forever,the land more particularly described on Exhibit"A"attached hereto and incorporated
by reference herein,situate lying and being in Collier County,Florida(the"Property"):
Sce Exhibit"A"attached hereto and rttade a pail hereof.
Subject to:teal estate taxes for the year 2019 and subsequent year.;7onittg.building code
and other use restrictions imposed by governmental authority: outstanding nil, _has and
mineral rights of record. if any, any restrictions, reservations and easements common to
the subdivision.
Grantor covenants and agrees that there is no reservation of phosphate.petroleum or other
mineral interests by Grantor pursuant to the operation of Section 270.11.Florida Statutes,
with respect to the conveyance nfthc Property as evidenced by this Special Warranty Deed.
Together with all the tenements,hereditauteuts and apput tenzutces there a belonging or in anywise
appertaining.
To Have and to Hold,the sante in fee simple forever.
Special Warranty Deed
- I -
it
And,Grantor hereby covenants with Grantee that Grantor is lawfully seized of land in fee simple;
that Grantor has good right and lawful authority to sell and convey said land; that Grantor hereby fully
warrants the title to said land and will defend the same against the lawful claims of all persons claiming by,
through or under Grantor.
In Witness Whereof,Grantor has executed this Special Warranty Deed on the day and year first
written above.
GRANTOR:
NAPLES HERITAGE COMMUNITY
DEVELOPMENT DISTRICT,
WITNESSES: a community development district established and existing
A.+" pursuant to Chapter 190,Florida Statutes
Signature 63:417
Printed Name: r By:
Peter Lombardi,Chairman
Signs Inar
�'
Printed Name: A
ll,./th
ZALP 4f-02,(2
STATE OF FLORIDA )
)ss.
COUNTY OF COLLIER )
The foregoing instrument was acknowledged before me, th•is ��� of 714'"-2--
2019,by Peter Lombardi,as Chairman of Naples Heritage Community Development District,a community
development district alished and existing pursuant to Chapter 190, Florida Statutes, on behalf of the
district, who is ( ersonally known to me or( ) has produced as
evidence of identification.
(SEAL)
OTAR J.UBLIC �
Name: e:1 1d;w J Iry
(Type or Print)
T Mid* My Commission Expires: ,,�//d42
pl.11 o wan hi tl�irl3
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Special Warranty Deed
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This instrument was prepared
without an opinion of title and
after recording return to:
Gregory L.Urbancic,Esq.
Coleman,Yovanovich&Koester,P,A,
4001 Tamiami Trail North,Suite 300
Naples,Florida 34103
(239)435-3535
Parcel No.: 61850007344 and 00407440001
Consideration:810:00
(space above this line for recording data)
SPECIAL WARRANTY DEED
THIS SPECIAL WARRANTY DEED is made this 57,day of„ ,2019 between
NAPLES HERITAGE GOLF&COUNTRY CLUB,INC.,a Florida not-for-profit corporation,whose
post office address is 8150 Heritage Club Way, Naples, Florida 34112, as grantor ("Grantor"), and
NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT, a community development
district established and existing pursuant to Chapter 190,Florida Statutes,whose address is do Inframark,
LLC,5911 Country Lakes Drive,Fort Myers,Florida 33905,as grantee("Grantee").
(Whenever used herein the terms"Grantor"and"Grantee" include all the parties to this
instrument and the heirs, legal representatives, and assigns of individuals, and the
successors and assigns of corporations,trusts and trustees.)
WITNESSETH, that Grantor, for and in consideration of the sum of TEN AND NO/100
DOLLARS($10.00) and other good and valuable considerations to Grantor in hand paid by Grantee,the
receipt whereof is hereby acknowledged,has granted,bargained,and sold to Grantee,and Grantee's heirs
and assigns forever,the following land situate,lying and being in Collier County,Florida:
TRACT RW4,NAPLES HERITAGE GOLF&COUNTRY CLUB PHASE ONE,A
SUBDIVISION ACCORDING TO THE PLAT THEREOF RECORDED IN PLAT
BOOK 26, PAGE 73 THROUGH 80,OF THE PUBLIC RECORDS OF COLLIER
COUNTY,FLORIDA.
AND
THE EAST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHWEST
QUARTER OF THE SOUTHEAST QUARTER OF SECTION 9, TOWNSHIP 50
SOUTH,RANGE 26 EAST,COLLIER COUNTY,FLORIDA.
Subject to:real estate taxes for the year 2019 and subsequent years;zoning,building code
and other use restrictions imposed by governmental authority; outstanding oil, gas and
mineral rights of record, if any; any restrictions,reservations and easements common to
the subdivision.
Together with all the tenements,hereditaments and appurtenances thereto belonging or in anywise
appertaining.
Special Warranty Deed
- 1 -
To Have and to Hold,the same in fee simple forever.
And,Grantor hereby covenants with Grantee that Grantor is lawfully seized of land in fee simple;
that Grantor has good right and lawful authority to sell and convey said land; that Grantor hereby fully
warrants the title to said land and will defend the same against the lawful claims of all persons claiming by,
through or under Grantor.
In Witness Whereof,Grantor has executed this Special Warranty Deed on the day and year first
written above.
GRANTOR:
NAPLES HERITAGE GOLF&COUNTRY
/�.
r- �� - CLUB,INC.,
WY€'N � a Florida not-for-profit corporation
Signature �j By:
Printed Name:."7ge'rrrt-, � Ken Gaynor,Preside
Alf .444"S-
Sign,
Printed Name: •I/6fp
STATE OF FLORIDA )
)ss.
COUNTY OF COLLIER
The foregoing instrument was acknowledged before me, this 5")t of ;/1' -
201q,by Ken Gaynor,as President of NAPLES HERITAGE GOLF&Chi?UNTRY CLUB,INC.,a Florida
not-for-profit corporation, on behalf of the corporation,who is ( ersonally known to me or( )has
produced as evidence of identification.
(SEAL)
•. Al}I.PUBLICclA y l
(Type or Print)
My Commission Expires: Os!` 2.
�f-. EXPIRES:MAI.UNIOW feu Arm NW,
Special Warranty Deed
-2-
RESOLUTION OF THE BOARD OF DIRECTORS
OF
NAPLES HERITAGE GOLF&COUNTRY CLUB OF NAPLES,INC.
A Florida Not-For-Profit Corporation
This Resolution is made by the Board of Directors of Naples Heritage Golf& Country
Club of Naples, Inc., a Florida not-for-profit corporation ("Club") pursuant to the Articles of
Incorporation and Bylaws of the Club and in accordance with Chapter 720, Florida Statutes.
WHEREAS,the Club is responsible for the development and maintenance of the common
areas of Naples Heritage Golf&Country Club of Naples known as"Common Areas,"pursuant to
the Declaration of Covenants, Conditions and Restrictions for Naples Heritage Golf& Country
Club of Naples, originally recorded in Official Records Book 2188, at Page 603, of the Public
Records of Collier County, Florida and re-recorded Official Records Book 2208, at Page 605,of
the Public Records of Collier County,Florida,as amended(collectively,the"Declaration"); and
WHEREAS, Naples Heritage Community Development District (the "District") is a
community development district that was established pursuant to the provisions of Chapter 190,
Florida Statutes by the Board of County Commissioners of Collier County, Florida through the
adoption of Ordinance No. 96-57 on September 24, 1996; and
WHEREAS, Chapter 190, Florida Statutes, authorizes the District to construct, install,
operate, finance and/or maintain systems and facilities for certain basic infrastructure including,
but not limited to, district roads, sanitary sewer collection system, potable water distribution
system, reclaimed water distribution system, stormwater/floodplain management, off-site
improvements, landscape and hardscape, irrigation system, street lighting and other public
improvements;and
WHEREAS, the Club is undertaking the construction of a new tennis center and related
amenities as part of the Common Areas(the"Project"); and
WHEREAS, in order to complete the Project it is necessary for the Club to take certain
actions including,without limitation,the following(collectively,the"Tennis Center Actions"):(i)
granting of a conservation easement to South Florida Water Management District and/or other
applicable governmental bodies over that certain real property of the Club described on Exhibit
"A" attached hereto and incorporated herein by reference ("Club Property"); (ii) conveying the
Club Property in fee simple to the District; and(iii)accepting the conveyance of that certain real
property described on Exhibit "B" to attached hereto and incorporated herein by reference
("District Property")in fee simple from the District;and
NOW,THEREFORE,be it resolved by the Board of Directors of the Club as follows:
RESOLVED,that the Board of Directors hereby approves and authorizes the Tennis Center
Actions.
1
BE IT FURTHER RESOLVED,the Board authorizes and directs Ken Gaynor,as President
of the Club(or the Vice President in the President's absence)to execute any and all documentation
necessary or required in order for the Club to effectuate the Tennis Center Actions and carry out
the intent of this Resolution including, without limitation, a conservation easement and a special
warranty deed.
APPROVED AND ADOPTED at the meeting of the Board of Directors of Naples Heritage Golf
&Country Club of Naples,Inc.this day of ,2019.
NAPLES HERITAGE GOLF&COUNTRY
CLUB OF NAPLES,INC.,
a Florida not-for-profit corporation
Attest:
By:
John Claeys,Secretary Ken Gaynor,President
2
Exhibit"A"
Club Property
TRACT RW4,NAPLES HERITAGE GOLF&COUNTRY CLUB PHASE ONE,A
SUBDIVISION ACCORDING TO THE PLAT THEREOF RECORDED IN PLAT
BOOK 26,PAGE 73 THROUGH 80,OF THE PUBLIC RECORDS OF COLLIER
COUNTY,FLORIDA.
AND
THE EAST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHWEST
QUARTER OF THE SOUTHEAST QUARTER OF SECTION 9, TOWNSHIP 50
SOUTH,RANGE 26 EAST,COLLIER COUNTY,FLORIDA.
3
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Prepared by:
Return original or certified recorded document to:
(Insert name and address
of WMD or DEP)
Deed of Conservation Easement
Passive Recreational Uses
THIS DEED OF CONSERVATION EASEMENT("Conservation Easement")is given this day
of ,20 ,by ("Grantor")whose mailing address is to the Choose an item. ("Grantee").
As used herein,the term"Grantor"shall include any and all heirs,successors,or assigns of the Grantor,and
all subsequent owners of the"Conservation Easement Area"(as hereinafter defined)and the term"Grantee"
shall include any successor or assignee of Grantee.
WITNESSETH
WHEREAS,the Grantor is the fee simple owner of certain lands situated in County, Florida,
and more specifically depicted on the location map in Exhibit"A"attached hereto and incorporated herein(the
"Property");and
WHEREAS, Permit No. ("Permit") and any modifications thereto issued by the Grantee
authorizes certain activities which could affect wetlands or other surface waters in or of the State of Florida;
and
WHEREAS,the Grantor, in consideration of the consent granted by the Permit or other good and
valuable consideration provided to Grantor,is agreeable to granting and securing to the Grantee a perpetual
Conservation Easement as defined in Section 704.06, Florida Statutes (F.S.), over the area of the Property
described on Exhibit"B"("Conservation Easement Area");and
WHEREAS,Grantor grants this Conservation Easement as a condition of the Permit,solely to off-set
or prevent adverse impacts to natural resources,fish and wildlife,and wetland functions;and
WHEREAS,Grantor desires to preserve the Conservation Easement Area in perpetuity in its natural
condition,or,in accordance with the Permit,in an enhanced,restored,or created condition;and
NOW,THEREFORE, in consideration of the issuance of the Permit to construct and operate the
permitted activity, and as an inducement to Grantee in issuing the Permit, together with other good and
valuable consideration provided to the Grantor, the adequacy and receipt of which are hereby
acknowledged, Grantor hereby voluntarily grants, creates, conveys, and establishes a perpetual
Conservation Easement for and in favor of the Grantee upon the area of the Property described on Exhibit
"S"which shall run with the land and be binding upon the Grantor,and shall remain in full force and effect
forever.
The scope,nature,and character of this Conservation Easement shall be as follows:
1. Recitals.The recitals hereinabove set forth are true and correct and are hereby incorporated
w d' 4
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 1 of 2
into and made a part of this Conservation Easement.
2. Purpose.It is the purpose of this Conservation Easement to retain land or water areas in their
existing,natural,vegetative,hydrologic,scenic,open or wooded condition and to retain such areas as suitable
habitat for fish, plants, or wildlife in accordance with Section 704.06, F.S. Those wetland and upland areas
included in this Conservation Easement which are to be preserved,enhanced, restored,or created pursuant
to the Permit (or any modification thereto) and any Management Plan attached hereto as Exhibit "C"
("Management Plan")which has been approved in writing by the Grantee,shall be retained and maintained in
the preserved,enhanced,restored,or created condition required by the Permit(or any modification thereto).
To carry out this purpose,the following rights are conveyed to Grantee by this Conservation Easement:
a. To enter upon the Conservation Easement Area at reasonable times with any necessary
equipment or vehicles to inspect,determine compliance with the covenants and prohibitions contained in this
Conservation Easement, and to enforce the rights herein granted In a manner that will not unreasonably
interfere with the use and quiet enjoyment of the Conservation Easement Area by Grantor at the time of such
entry;and
b. To proceed at law or in equity to enforce the provision of this Conservation Easement
and the covenants set forth herein,to prevent the occurrence of any of the prohibited activities set forth
herein, and to require the restoration of such areas or features of the Conservation Easement Area that
may be damaged by any activity or use that is inconsistent with this Conservation Easement.
3. Prohibited Uses.Except for activities that are permitted or required by the Permit(or any
modification thereto)(which may Include restoration,creation, enhancement,maintenance,monitoring
activities,or surface water management improvements)or other activities described herein or in the
Management Plan (if any),any activity on or use of the Conservation Easement Area inconsistent with
the purpose of this Conservation Easement is prohibited.Without limiting the generality of the foregoing,
the following activities are expressly prohibited in or on the Conservation Easement Area:
a. Construction or placing of buildings, roads, signs, billboards or other advertising, utilities,
or other structures on or above the ground;
b. Dumping or placing of soil or other substance or material as landfill,or dumping or placing of
trash,waste,or unsightly or offensive materials;
c. Removing,destroying or trimming trees,shrubs,or other vegetation,except:
The removal of dead trees and shrubs or leaning trees that could cause
damage to property is authorized;
ii. The destruction and removal of noxious, nuisance or exotic invasive plant
species as listed on the most recent Florida Exotic Pest Plant Council's List
of Invasive Species is authorized;
iii. Activities authorized by the Permit or described in the Management Plan or
otherwise approved in writing by the Grantee are authorized;and
iv. Activities conducted in accordance with a wildfire mitigation plan developed
with the Florida Forest Service that has been approved in writing by the
Grantee are authorized. No later than thirty(30) days before commencing
any activities to implement the approved wildfire mitigation plan,Grantor shall
notify the Grantee in writing of its intent to commence such activities.All such
activities may only be completed during the time period for which the Grantee
approved the plan;
d. Excavation,dredging,or removal of loam,peat,gravel,soil,rock,or other material substance
in such manner as to affect the surface;
Form 62-330.304(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 2 of 10
e. Surface use except for purposes that permit the land or water area to remain in its natural,
restored,enhanced,or created condition;
f. Activities detrimental to drainage, flood control, water conservation, erosion control, soil
conservation, or fish and wildlife habitat preservation including, but not limited to, ditching,
diking,clearing,and fencing;
g. Acts or uses detrimental to such aforementioned retention of land or water areas;and
h. Acts or uses which are detrimental to the preservation of the structural integrity or physical
appearance of sites or properties having historical,archaeological,or cultural significance.
4. Grantor's Reserved Rights. Grantor reserves all rights as owner of the Conservation
Easement Area, including the right to engage or to permit or invite others to engage in all uses of the
Conservation Easement Area that are not prohibited herein and which are not inconsistent with the Permit
(or any modification thereto),Management Plan,or the intent and purposes of this Conservation Easement.
5. No Dedication.No right of access by the general public to any portion of the Conservation
Easement Area is conveyed by this Conservation Easement.
6. Grantee's Liability. Grantee's liability is limited as provided in Sections 704.06(10) and
768,28,F.S.Additionally,Grantee shall not be responsible for any costs or liabilities related to the operation,
upkeep,or maintenance of the Conservation Easement Area.
7. Enforcement. Enforcement of the terms, provisions,and restrictions of this Conservation
Easement shall be at the reasonable discretion of Grantee, and any forbearance on behalf of Grantee to
exercise its rights hereunder in the event of any breach hereof by Grantor,shall not be deemed or construed
to be a waiver of Grantee's rights hereunder. Grantee shall not be obligated to Grantor, or to any other
person or entity,to enforce the provisions of this Conservation Easement.
8. Taxes. When perpetual maintenance is required by the Permit, Grantor shall pay before
delinquency any and all taxes, assessments, fees, and charges of whatever description levied on or
assessed by competent authority on the Conservation Easement Area, and shall furnish the Grantee with
satisfactory evidence of payment upon request.
9. Assignment. Grantee will hold this Conservation Easement exclusively for conservation
purposes. Grantee will not assign its rights and obligations under this Conservation Easement except to
another organization or entity qualified to hold such interests under the applicable state laws.
10. Severability. If any provision of this Conservation Easement or the application thereof to
any person or circumstances is found to be invalid, the remainder of the provisions of this Conservation
Easement shall not be affected thereby,as long as the purpose of the Conservation Easement is preserved.
11. Terms and Restrictions. Grantor shall insert the terms and restrictions of this
Conservation Easement in any subsequent deed or other legal instrument by which Grantor divests itself
of any interest in the Conservation Easement.
12. Written Notice.All notices,consents,approvals,or other communications hereunder shall
be in writing and shall be deemed properly given if sent by United States certified mail, return receipt
requested,addressed to the appropriate party or successor-in-interest.
13. Modifications. This Conservation Easement may be amended, altered, released, or
revoked only by written agreement between the parties hereto or their heirs, assigns, or
successors-in-interest,which shall be filed in the public records in County,Florida.
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 3 of 10
14. Recordation. Grantor shall record this Conservation Easement in timely fashion in the
Official Records of County,Florida,and shall rerecord it at any time Grantee may require to preserve
its rights.Grantor shall pay all recording costs and taxes necessary to record this Conservation Easement
in the public records. Grantor will hold Grantee harmless from any recording costs or taxes necessary to
record this Conservation Easement in the public records.
15. Passive Recreational Facilities.Grantor reserves all rights as owner of the Conservation
Easement Area, including the right to engage in uses of the Conservation Easement Area that are not
prohibited by the Permit (including any modification thereto) or Management Plan, and that are not
inconsistent with any rule of the Grantee;and the intent and purposes of this Conservation Easement.
Passive recreational uses that are not contrary to the purpose of this Conservation Easement may be
constructed with the following limitations:
a. The Grantor may conduct limited vegetation removal but only to the extent necessary to
construct boardwalks, mulched walking trails, observation platforms,or other pervious or
pile supported structures which have been approved in advance in the Permit(including
any modification thereto)or Management Plan.
b. The construction and use of the approved passive recreational facilities shall be subject to
the following conditions:
i. Grantor shall minimize and avoid, to the fullest extent possible, impact to any
wetland or upland buffer areas within the Conservation Easement Area and shall
avoid materially diverting the direction of the natural surface water flow in such
area;
ii. Such facilities and improvements shall be constructed and maintained utilizing
Best Management Practices;
iii. Adequate containers for litter disposal shall be situated adjacent to such facilities
and improvements and periodic inspections shall be instituted by the maintenance
entity;to clean any litter from the area surrounding the facilities and improvements;
iv. This Conservation Easement shall not constitute authorization for the construction
and operation of the passive recreational facilities.Any such work shall be subject
to all applicable federal,state,Choose an item.,and local permitting requirements.
TO HAVE AND TO HOLD unto Grantee forever. The covenants,terms,conditions, restrictions,and
purposes imposed with this Conservation Easement shall be binding upon Grantor, and shall continue as a
servitude running in perpetuity with the Conservation Easement Area.
Grantor hereby covenants with Grantee that Grantor is lawfully seized of said Conservation
Easement Area in fee simple;that the Conservation Easement is free and clear of all encumbrances that are
inconsistent with the terms of this Conservation Easement;all mortgages and liens on the Conservation
Easement Area,if any,have been subordinated to this Conservation Easement;that Grantor has good right
and lawful authority to convey this Conservation Easement;and that it hereby fully warrants and defends
record title to the Conservation Easement Area hereby conveyed against the lawful claims of all persons
whomsoever.
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 4 of 10
IN WITNESS WHEREOF, ("Grantor")has hereunto set its authorized hand this day of
,20
0 A Florida corporation or 0 (choose one)
By:
(Signature)
Name:
Title:
Signed,sealed and delivered in our presence as witnesses:
By: By:
(Signature) (Signature)
Name: Name:
(Print) (Print)
STATE OF FLORIDA
COUNTY OF
On this day of , 20_, before me, the undersigned notary public,
personally appeared , the person who subscribed to
the foregoing instrument,as the (title),of
❑(corporation),a Florida corporation, or❑
(choose one)and acknowledged that he/she executed the same on behalf of said ❑corporation,
or 0 (choose one) and that he/she was duly authorized to do so. He/She is
personally known to me or has produced a (state) driver's license
as identification.
IN WITNESS WHEREOF,I hereunto set my hand and official seal.
NOTARY PUBLIC,STATE OF FLORIDA
(Signature)
(Name)
My Commission Expires:
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330 301(6)(c),F.A.C.(June 1,2018) Page 5 of 10
Mortgagee(Lender)Joinder,Consent,and Subordination
For Ten Dollars ($10.00)and other good and valuable consideration,the adequacy and receipt of
which are hereby acknowledged, ,the owner and holder of a mortgage dated ,given by
("Mortgagor/Borrower")to ("Mortgagee/Lender"),encumbering the real property described on Exhibit
"B"attached hereto("Conservation Easement Area"),which is recorded in Official Records Book at
Page ,(together with that certain Assignment of Leases and Rents recorded in Official Records Book
,at Page ,and those certain UCC-1 Financing Statement(s)recorded in Official Records Book
, at Page ,all in the Public Records of County, Florida (said mortgage,assignment of
leases and rents, and UCC-1 Financing Statements, as modified, are hereinafter referred to as the
"Mortgage"), hereby joins in,consents to and subordinates the lien of its Mortgage,as it has been,and as
it may be, modified, amended and assigned from time to time, to the foregoing Conservation Easement
granted to the Choose an item.,as said Conservation Easement may be modified,amended,and assigned
from time to time, with the intent that the Mortgage shall be subject and subordinate to the Conservation
Easement.
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 6 of 10
IN WITNESS WHEREOF,this Mortgagee/Lender Joinder,Consent,and Subordination is made this_
day of ,20 .
By:
(Signature) (Mortgagee/Lender)
Name:
Title:
(Print)
WITNESSES:
By: By:
(Signature) (Signature)
Name: Name:
(Print) (Print)
STATE OF FLORIDA
COUNTY OF
The foregoing instrument was acknowledged before me this day of ,20 , by
(print name),as
(title)of (Mortgagee/Lender),on behalf of the II
corporation,or n (choose one). He/She is
personally known to me or has produced a (state) driver's license
as identification.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
NOTARY PUBLIC,STATE OF FLORIDA
(Signature)
(Name)
My Commission Expires:
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),FAC.(June 1,2018) Page 7 of 10
EXHIBIT A
[LOCATION MAP]
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 8 of 10
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EXHIBIT B
[LEGAL DESCRIPTION AND SKETCH OF CONSERVATION EASEMENT AREA]
Form 62-330.301(10)- Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330.301(6)(c),F.A.C.(June 1,2018) Page 9 of 10
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EXHIBIT C
[MANAGEMENT PLAN OR"INTENTIONALLY LEFT BLANK")
Form 62-330.301(10)–Deed of Conservation Easement—Passive Recreational Uses
Incorporated by reference in paragraph 62-330,301(6)(c),F.A.C.(June 1,2018) Page 10 of 10
This instrument was prepared
without an opinion of title and
after recording return to:
Gregory L.Urbancic,Esq.
Coleman,Yovanovich&Koester,P.N.
4001 Tamiami Trail North,Suite 300
Naples,Florida 34103
(239)435-3535
Parcel No.: 61850007344 and 00407440001
Consideration:810.00
(space above this line for recording data)
SPECIAL WARRANTY DEED
THIS SPECIAL WARRANTY DEED is made this day of ,2019 between
NAPLES HERITAGE GOLF&COUNTRY CLUB,INC.,a Florida not-for-profit corporation,whose
post office address is 8150 Heritage Club Way, Naples, Florida 34112, as grantor ("Grantor"), and
NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT, a community development
district established and existing pursuant to Chapter 190,Florida Statutes,whose address is trio Inframark,
LLC,5911 Country Lakes Drive,Fort Myers,Florida 33905,as grantee("Grantee").
(Whenever used herein the terms"Grantor"and"Grantee" include all the parties to this
instrument and the heirs, legal representatives, and assigns of individuals, and the
successors and assigns of corporations,trusts and trustees.)
WITNESSETH, that Grantor, for and in consideration of the sum of TEN AND NO/100
DOLLARS(510.00) and other good and valuable considerations to Grantor in hand paid by Grantee,the
receipt whereof is hereby acknowledged,has granted,bargained,and sold to Grantee, and Grantee's heirs
and assigns forever,the following land situate,lying and being in Collier County,Florida:
TRACT RW4,NAPLES HERITAGE GOLF& COUNTRY CLUB PHASE ONE,A
SUBDIVISION ACCORDING TO THE PLAT THEREOF RECORDED IN PLAT
BOOK 26,PAGE 73 THROUGH 80,OF THE PUBLIC RECORDS OF COLLIER
COUNTY,FLORIDA.
AND
THE EAST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHWEST
QUARTER OF THE SOUTHEAST QUARTER OF SECTION 9, TOWNSHIP 50
SOUTH,RANGE 26 EAST,COLLIER COUNTY,FLORIDA.
Subject to:real estate taxes for the year 2019 and subsequent years;zoning,building code
and other use restrictions imposed by governmental authority; outstanding oil, gas and
mineral rights of record, if any; any restrictions,reservations and easements common to
the subdivision.
Together with all the tenements,hereditaments and appurtenances thereto belonging or in anywise
appertaining.
Special Warranty Deed
- 1 -
To Have and to Hold,the same in fee simple forever.
And,Grantor hereby covenants with Grantee that Grantor is lawfully seized of land in fee simple;
that Grantor has good right and lawful authority to sell and convey said land; that Grantor hereby fully
warrants the title to said land and will defend the same against the lawful claims of all persons claiming by,
through or under Grantor.
In Witness Whereof,Grantor has executed this Special Warranty Deed on the day and year first
written above.
GRANTOR:
NAPLES HERITAGE GOLF&COUNTRY
CLUB,INC.,
WITNESSES: a Florida not-for-profit corporation
Signature By:
Printed Name. Ken Gaynor,President
Signature
Printed Name:
STATE OF FLORIDA )
)ss.
COUNTY OF COLLIER
The foregoing instrument was acknowledged before me, this of
2018,by Ken Gaynor,as President of NAPLES HERITAGE GOLF&COUNTRY CLUB,INC.,a Florida
not-for-profit corporation, on behalf of the corporation, who is ( ) personally known to mc or ( )has
produced as evidence of identification.
(SEAL)
NOTARY PUBLIC
Name:
(Type or Print)
My Commission Expires:
Special Warranty Deed
2
This instrument was prepared
without an opinion of title and
after recording return to:
Gregory L.Urbancic,Esq.
Coleman,Yovaiiovich&Koester,P.A.
4001 Tamiami Trail North,Suite 300
Naples,Florida 34103
(239)435-3535
Parcel No.: Pottion of 61850002022
Consideration::i 10.00
(space above this line for recording data)
SPECIAL WARRANTY DEED
THIS SPECIAL WARRANTY DEED is made this day of ,2019 between
NAPLES HERITAGE COMMUNITY DEVELOPMENT DISTRICT, a community development
district established and existing pursuant to Chapter 190,Florida Statutes,whose address is c/o Inframark,
LLC, 5911 Country Lakes Drive, Fort Myers, Florida 33905, as grantor ("Grantor"), and NAPLES
HERITAGE GOLF&COUNTRY CLUB,INC.,a Florida not-for-profit corporation,whose post office
address is 8.150 Heritage Club Way,Naples,Florida 34112,as grantee("Grantee").
(Whenever used herein the terms "Grantor" and"Grantee" include all the parties to this
instrument and the heirs, legal representatives, and assigns of individuals, and the
successors and assigns of corporations,trusts and trustees.)
WITNESSETH, that Grantor, for and in consideration of the sum of TEN AND NO/100
DOLLARS(S 10.00)and other good and valuable considerations to Grantor in hand paid by Grantee, the
receipt whereof is hereby acknowledged,has granted,bargained,and sold to Grantee,and Grantee's heirs
and assigns forever,the land more particularly described on Exhibit"A"attached hereto and incorporated
by reference herein,situate,lying and being in Collier County,Florida(the"Property"):
See Exhibit"A"attached hereto and made a part hereof.
Subject to:real estate taxes for the year 2019 and subsequent years;zoning,building code
and other use restrictions imposed by governmental authority; outstanding oil, gas and
mineral rights of record, if any; any restrictions, reservations and easements common to
the subdivision.
Grantor covenants and agrees that there is no reservation of phosphate,petroleum or other
mineral interests by Grantor pursuant to the operation of Section 270.11,Florida Statutes,
with respect to the conveyance of the Property as evidenced by this Special Warranty Deed.
Together with all the tenements,hereditaments and appurtenances thereto belonging or in anywise
appertaining.
To Have and to Hold,the same in fee simple forever.
Special Warranty Deed
- 1 -
And,Grantor hereby covenants with Grantee that Grantor is lawfully seized of land in fee simple;
that Grantor has good right and lawful authority to sell and convey said land; that Grantor hereby fully
warrants the title to said land and will defend the same against the lawful claims of all persons claiming by,
through or under Grantor.
In Witness Whereof,Grantor has executed this Special Warranty Deed on the day and year first
written above.
GRANTOR:
NAPLES HERITAGE COMMUNITY
DEVELOPMENT DISTRICT,
WITNESSES: a community development district established and existing
pursuant to Chapter 190,Florida Statutes
Signature
Printed Name: By:
Peter Lombardi,Chairman
Signature
Printed Name:
STATE OF FLORIDA
)ss.
COUNTY OF COLLIER )
The foregoing instrument was acknowledged before me, this of
2019,by Peter Lombardi,as Chairman of Naples Heritage Community Development District,a community
development district established and existing pursuant to Chapter 190,Florida Statutes, on behalf of the
district, who is ( ) personally known to me or ( ) has produced as
evidence of identification.
(SEAL)
NOTARY PUBLIC
Name:
(Type or Print)
My Commission Expires:
Special Warranty Deed
-2-
I
EXHIBIT"A"
Special Warranty Deed
-3-
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