Heritage Bay Minutes 09/03/2020 MINUTES OF MEETING
HERITAGE BAY
COMMUNITY DEVELOPMENT DISTRICT
The regular meeting of the Board of Supervisors of the Heritage Bay Community
Development District was held on Thursday, September 3, 2020 at 9:00 a.m. telephonically via
zoom.
Present and constituting a quorum were:
Edwin Hubbard Chairman
Dennis Gagne Assistant Secretary
Donna Hunter Assistant Secretary
Jack Arcurie Assistant Secretary
Allen Soucie Assistant Secretary
Also present were:
Justin Faircloth District Manager
Albert Lopez CPH
Laura Severance Heritage Bay Umbrella Association
The following is a summary of the actions taken at the September 3, 2020 Heritage Bay
Community Development District's Board of Supervisors meeting.
FIRST ORDER OF BUSINESS Call to Order
Mr. Faircloth called the meeting to order and called the roll. A quorum was established.
SECOND ORDER OF BUSINESS Approval of Agenda
• It was noted that the August 21, 2020 Lake & Wetland Management inspection report
was provided to the Board.
On MOTION by Mr.Arcurie seconded by Mr. Gagne with all in favor
the agenda was approved as amended.
THIRD ORDER OF BUSINESS Public Comment on Agenda Items
• Ms. Severance thanked the Board for all they do.
FOURTH ORDER OF BUSINESS Public Hearing on Adopting Fiscal Year 2021
Budget
September 3, 2020 Heritage Bay CDD
A. Open Public Hearing for Public Comment
On MOTION by Mr. Gagne seconded by Mr.Arcurie with all in favor
the public hearing on adopting the fiscal year 2021 budget was
opened.
• There were no comments from the public.
B. Close Public Hearing for Public Comments
On MOTION by Mr. Hubbard seconded by Mr. Soucie with all in
favor the public hearing on adopting the fiscal year 2021 budget
was closed.
C. Resolution 2020-7 Adopting the Fiscal Year 2021 Budget
• The fiscal year 2021 budget was reviewed.
On MOTION by Ms. Hunter seconded by Mr. Gagne with all in favor
Resolution 2020-7 relating to the annual appropriations of the
District and adopting the budget for the fiscal year beginning
October 1, 2020, and ending September 30, 2021, and referencing
the maintenance and benefit special assessments to be levied by
the District for said fiscal year; and providing for an effective date
was adopted.
D. Resolution 2020-8 Levying Assessments
On MOTION by Mr. Hubbard seconded by Ms. Hunter with all in
favor Resolution 2020-8 levying and imposing non ad valorem
maintenance special assessments for the District and certifying an
assessment roll for fiscal year 2020/2021; providing a severability
clause; providing for conflict and providing an effective date was
adopted.
FIFTH ORDER OF BUSINESS Engineer's Report
A. Clubhouse Dry Retention Modification Update
• An update was given on the Clubhouse dry retention modification.
B. Update on Status of Control Structures and Lake Interconnects and Lake Bank
Assessments and Documentation
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September 3, 2020 Heritage Bay CDD
• An update was given on the status of the two open projects and the reports should be
completed next week.
SIXTH ORDER OF BUSINESS Lake & Wetland Management Monthly
Inspections and Service Reports
• The reports were reviewed with the Board.
SEVENTH ORDER OF BUSINESS Attorney's Report
A. Updated Inframark Infrastructure Management Services Master Agreement for
Review and Approval
• An update was provided on the Inframark contract discussions.
EIGHTH ORDER OF BUSINESS Old Business
• None.
NINTH ORDER OF BUSINESS New Business
A. Audit Committee Selection Process
i. Appointment of Committee Members
On MOTION by Ms. Hunter seconded by Mr. Hubbard with all in
favor Mr. Arcurie, Ms. Hunter, and Mr. Soucie were appointed to
serve as Audit Committee members.
• Discussion ensued with regard to the Audit Committee meeting process.
Ms. Hunter MOVED to amend her prior motion to add Mr. Gagne
as an Audit Committee member and Mr. Hubbard seconded the
motion.
On Voice vote with all in favor the prior motion was approved as
amended.
ii. Establishment of RFP Evaluation Criteria
On MOTION by Mr. Arcurie seconded by Ms. Hunter with all in
favor the RFP evaluation criteria as presented was approved.
iii. Authorization to Proceed RFP
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September 3, 2020 Heritage Bay CDD
On MOTION by Mr. Arcurie seconded by Ms. Hunter with all in
favor staff was authorized to proceed with the RFP.
TENTH ORDER OF BUSINESS Manager's Report
A. Approval of the Minutes of the August 6, 2020 Meeting
On MOTION by Mr. Hubbard seconded by Ms. Hunter with all in
favor the Minutes of the August 6, 2020 Meeting were approved.
B. Acceptance of Financials
• Mr. Faircloth reviewed the Financial Report for the period ending July 31, 2020 with the
Board.
On MOTION by Mr. Hubbard seconded by Mr. Arcurie with all in
favor, the July 31, 2020 Financial Statements were accepted.
C. Ratification of February 11, 2021 Meeting Date
On MOTION by Mr. Hubbard seconded by Mr. Soucie with all in
favor the February 11, 2021 meeting date was ratified.
D. Update on Tour with LWM on 8/11
• An update was given on the recent tour with Lake &Wetland Management.
E. Establish Schedule for Lakes Review to Determine Potential Summer 2021 Lake
Bank Work
• An update was provided on the potential schedule as follows:
• CPH report expected at the November meeting.
• Discussion ensued on the erosion projects for FY2021 and a proposed plan was
presented to finalize what lakes will be included for FY2021 at the January
meeting, finalize and authorize staff to go out for bids at the February meeting,
and review proposals and select vendor(s) at the March meeting.
F. Field Manager's Reports
• The Field Manager's Report for inspections conducted on August 11, 2020 and August 26,
2020 were reviewed with the Board.
• An update was given on the current projects.
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September 3,2020 Heritage Bay CDD
G. Follow Up Items
i. FEMA
• Continuing with FEMA appeal.
ELEVENTH ORDER OF BUSINESS Supervisors' Reports, Requests, and
Comments
• None.
TWELFTH ORDER OF BUSINESS Chairman's Comments
• Mr. Hubbard commented on the Green Committee.
• Discussion ensued on the upcoming Terrace VI drainage work.
THIRTEENTH ORDER OF BUSINESS Audience Comments
• Ms. Severance inquired about the Illinois pondweed maintenance area on Lake 30B.
FOURTEENTH ORDER OF BUSINESS Adjournment
There being no further business,
On MOTION by Mr. Hubbard seconded by Mr. Gagne with all in
favor the meeting was adjourned at 10:30 a.m.
stin Faircloth Edwin Hubbard
Secretary Chairman
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