Naples Heritage Agenda 11/02/2021 Naples Heritage Community Development District
Board of Supervisors
Kenneth R.Gaynor,Chairman
Peter V.Ramundo,Vice Chairman Justin Faircloth,District Manager
Gerald G.James,Assistant Secretary Gregory L.Urbancic,District Counsel
Richard J.Leonhard,Assistant Secretary W.Terry Cole,District Engineer
Tom Rutkowski,Assistant Secretary
Meeting Agenda
November 2,2021 —9:00 a.m.
1. Roll Call
2. Public Comment on Agenda Items
3. Approval of the Minutes of the May 4,2021 Meeting
4. Old Business
5. New Business
A. Naples Heritage CDD/Naples Heritage Golf&Country Club Potential Joint
Projects
6. Manager's Report
A. Acceptance of Financial Report, September 2021
B. Motion to Assign Fund Balance as of September 30,2021
C. Acceptance of FY 2021 Grau&Associates Engagement Letter
D. Consideration of Resolution 2022-01,Designation and Removal of Treasurer
E. Follow-up Items
i. Solitude Service Reports
1. Solitude April 7,2021 Aeration Service Report
2. Solitude September 13,2021 Aeration Service Report
ii. FY2022 Insurance Review
iii. Field Management Report
F. Ratification of Proposals Approved Under Spending Resolution 2021-01
i. Solitude Lake#14 Fountain Proposals
1. SMQT-003657
2. SMQT-003962
3. SMQT-004021
G. House Bill 53 Information—Stormwater Needs Analysis
7. Attorney's Report
8. Engineer's Report
9. Supervisors' Requests
Naples Heritage
November 2, 2021 Page 2
10. Audience Comments
11. Adjournment
The next meeting is scheduled for January 4, 2022
District Office: Meeting Location:
210 N.University Drive,Suite 702 Naples Heritage Golf&Country Club Clubhouse
Coral Springs,FL 33071 8150 Heritage Club Way
954-603-0033 Naples,Florida
;4 6.apirs
PART OF THE USA TODAY NETWORK
Published Daily
Naples, FL 34110
NAPLES HERITAGE CDD
15275 COLLIER BLVD#201-346
Notice of Regular Meeting Schedule
NAPLES, FL 34119-6750 Naples Heritage Community
Development District
The Board of Supervisors of the Naples Heritage Community De-
velopment District will hold their regular meetings for Fiscal
Affidavit of Publication Year 2021/2022 at the Naples Heritage Golf and Country Club
STATE OF WISCONSIN Clubhouse, 8150 Heritage Club Way, Naples, Florida at 9:00 a.m.
as follows:
COUNTY OF BROWN November 2,2021
January 4,2022
March 1,2022
Before the undersigned they serve as the authority, April 5,2022
personally May 3,2022
p y appeared said legal clerk who on oath says that The meetings are open to the public and will be conducted in
accordance with the provision of Florida Law for community de-
he/she serves as Legal Clerk of the Naples Daily News, a
velopment districts.
daily newspaper published at Naples, in Collier County, There may be occasions when one or more Supervisors will par-
Florida; distributed in Collier and Lee counties of Florida; ticipate by telephone. These meetings may be continued to a
date,time, and place to be specified on the record at the meet-
that the attached copy of the advertising was published in ing.
said newspaper on dates listed. Affiant further says that the A copy of the agenda for these meetings may be obtained from
the District Manager's Office, 210 N.University Drive, Suite 702,
said Naples Daily News is a newspaper published at Coral Springs, FL 33071, (954) 603-0033, or by visiting the Dis-
Naples, in said Collier County, Florida, and that the said ma's website at www.naplesheritagecdd.com. Additionally, in-
terested parties may refer to the District's website for the latest
newspaper has heretofore been continuously published in District information.
said Pursuant to provisions of the Americans with Disabilities Act,
any person requiring special accommodations at these meetings
Collier County,Florida;distributed in Collier and Lee because of a disability or physical impairment should contact
the District Manager's Office at least forty-eight (48)hours prior
counties of Florida, each day and has been entered as
to the meeting. If you are hearing or speech impaired, please
second class mail matter at the post office in Naples,in contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-
said Collier County, Florida,for a period of one year next 8771 (TTY) / 1-800-955-8770 (Voice), for aid in contacting the
District Manager's Office.
preceding the first publication of the attached copy of Each person who decides to appeal any action taken at these
meetings is advised that person will need a record of the pro-
advertisement;and affiant further says that he has neither
ceedings and that accordingly, the person may need to ensure
paid nor promised arty person,or corporation any discount, that a verbatim record of the proceedings is made, including
rebate,commission or refund for the purpose of securing the testimony and evidence upon which such appeal is to be
based.
this advertisement for publication in said newspaper Justin Faircloth District Manager
issue(s)dated: AD#4889084 9/28/2021
Issue(s)dated:09/28/2021
Subscribed and sworn to before on September 28,2021:
Not ,State o ,County rown
5.
My commission expires
Publication Cost:$294.00
Ad No: 0004889084
Customer No: 1306647
PO#: •..��
NANCY HEYRMAN
#of Affidavits1
Notary Public
This is not an invoice State of Wisconsin
NAPLES HERITAGE
Community Development District
Financial Report
September 30, 2021
Prepared by
6INFRAMARK
INFRASTRUCTURE 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 2-3
SUPPORTING SCHEDULES
Non-Ad Valorem Special Assessments Page 4
Cash and Investment Balances Page 5
Check Register Page 6-8
NAPLES HERITAGE
Community Development District
Financial Statements
(Unaudited)
September 30, 2021
NAPLES HERITAGE
Community Development District General Fund
Balance Sheet
September 30, 2021
ACCOUNT DESCRIPTION TOTAL
ASSETS
Cash-Checking Account $ 49,385
Due From Other Gov'tl Units 61
Investments:
Money Market Account 7,268
Deposits 560
TOTAL ASSETS $ 57,274
LIABILITIES
Accrued Expenses $ 630
TOTAL LIABILITIES $ 630
FUND BALANCES
Nonspendable:
Deposits 560
Assigned to:
Operating Reserves 9,208
Reserves-Fountains 800
Reserves-Road and Lakes 34,691
Unassigned: 11,385
TOTAL FUND BALANCES $ 56,644
TOTAL LIABILITIES&FUND BALANCES $ 57,274
Page 1
NAPLES HERITAGE
Community Development District General Fund
Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending September 30, 2021
ANNUAL YTD ACTUAL
ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) AS A%OF SEP-21 SEP-21
ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD BUDGET ACTUAL
REVENUES
Interest-Investments $ 240 $ 240 $ 216 $ (24) 90.00% $ 20 $ 13
Interest-Tax Collector -
-
13 13 0.00
% - -
Special Assmnts-Tax Collector 119,851 119,851 119,850 (1) 100.00% - -
Special Assmnts-Discounts (4,794) (4,794) (4,352) 442 90.78% - -
TOTAL REVENUES 115,297 115,297 115,727 430 100.37% 20 13
EXPENDITURES
Administration
P/R-Board of Supervisors 5,000 5,000 5,000 - 100.00% - -
FICA Taxes 383 383 383 - 100.00% - -
ProfServ-Engineering 2,000 2,000 - 2,000 0.00% - -
ProfServ-Field Management 844 844 2,219 (1,375) 262.91% 844 844
ProfServ-Legal Services 3,500 3,500 3,214 286 91.83% - -
ProfServ-Mgmt Consulting Sery 23,283 23,283 23,283 -
100.00% 1,940 1,940
ProfServ-Property Appraiser 1,798 1,798 1,798 - 100.00% - -
ProfServ-Web Site Maintenance 674 674 674 - 100.00% 56 56
Auditing Services 3,000 3,000 2,900 100 96.67% - -
Postage and Freight 750 750 583 167 77.73% 63 1
Insurance-General Liability 7,747 7,747 7,747 - 100.00% - -
Printing and Binding 900 900 297 603 33.00% 75 1
Legal Advertising 2,400 2,400 1,918 482 79.92% - -
Misc-Bank Charges 546 546 - 546 0.00% - -
Misc-Assessmnt Collection Cost 2,397 2,397 2,310 87 96.37% - -
Misc-Contingency 376 376 - 376 0.00% - -
Misc-Web Hosting 1,850 1,850 1,761 89 95.19% 250 22
Office Expense 250 250 225 25 90.00% - -
Annual District Filing Fee 175 175 175 - 100.00% - -
Total Administration 57,873 57,873 54,487 3,386 94.15% 3,228 2,864
Field
Contracts-Fountain 716 716 716 - 100.00% - -
Contracts-Aerator Maintenance 2,350 2,350 764 1,586 32.51% - -
Electricity-Aerator 5,340 5,340 6,476 (1,136) 121.27% 445 630
R&M-Fence 480 480 - 480 0.00% - -
Misc-Contingency 20,998 20,998 8,343 12,655 39.73% 5,000 4,521
Cap Outlay-Fence - - 8,765 (8,765) 0.00% - -
Total Field 29,884 29,884 25,064 4,820 83.87% 5,445 5,151
Reserves
Reserve-Fountain 200 200 - 200 0.00% - -
Reserve-Roads and Lakes 27,340 27,340 22,994 4,346 84.10% - -
Total Reserves 27,540 27,540 22,994 4,546 83.49% - -
TOTAL EXPENDITURES&RESERVES 115,297 115,297 102,545 12,752 88.94% 8,673 8,015
Page 2
NAPLES HERITAGE
Community Development District General Fund
Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending September 30, 2021
ANNUAL YTD ACTUAL
ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) AS A%OF SEP-21 SEP-21
ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD BUDGET ACTUAL
Excess(deficiency)of revenues
Over(under)expenditures - 13,182 13,182 0.00% (8,653) (8,002)
Net change in fund balance $ - $ - $ 13,182 $ 13,182 0.00% $ (8,653) $ (8,002)
FUND BALANCE,BEGINNING(OCT 1,2020) 43,462 43,462 43,462
FUND BALANCE,ENDING $ 43,462 $ 43,462 $ 56,644
Page 3
NAPLES HERITAGE
Community Development District
Supporting Schedules
September 30, 2021
NAPLES HERITAGE
Community Development District
Non-Ad Valorem Special Assessments -Collier County Tax Collector
Monthly Collection Distributions
For the Fiscal Year Ending September 30, 2021
Discount/ Gross
Date Net Amount (Penalties) Collection Amount
Received Received Amount Costs Received
Assessments Levied $ 119,850
Allocation % 100%
10/29/20 $ 600 $ 34 $ 12 $ 646
11/16/20 423 18 9 450
11/20/20 30,623 1,302 625 32,550
11/27/20 18,628 792 380 19,800
12/10/20 44,354 1,879 905 47,138
12/22/20 3,343 109 68 3,521
01/22/21 6,542 186 134 6,861
02/19/21 2,742 53 56 2,850
03/22/21 2,843 20 58 2,921
04/22/21 2,181 (14) 45 2,212
05/21/21 454 (14) 9 450
06/17/21 454 (14) 9 450
TOTAL $ 113,187 $ 4,352 $ 2,310 $ 119,850
% COLLECTED 100.0%
TOTAL OUTSTANDING $ -
Page 4
NAPLES HERITAGE
Community Development District
Cash and Investment Balances
September 30, 2021
ACCOUNT NAME BANK NAME YIELD MATURITY BALANCE
GENERAL FUND
Checking Account-Operating Valley National 0.25% N/A 49,385
Money Market Account BankUnited 0.15% N/A 7,268
Total $ 56,653
Page 5
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NAPLES HERITAGE
COMMUNITY DEVELOPMENT DISTRICT
Motion: Assigning Fund Balance as of 9/30/21
The Board hereby assigns the FY 2021 Reserves as follows:
Operating Reserve $ 9,208
Reserves-Fountain $ 800
Reserves-Roads & Lakes $34,691
951 Yamato Road • Suite 280
Boca Raton, Florida 33431
A
Grau & Associates (561) 994-9299 • (800) 299-4728
Fax (561) 994-5823
( I It 1 11 11 1) 14 I I;I I( \( ( i )1 1\ I \\ I ', www.graucpa.com
September 28, 2021
To Board of Supervisors
Naples Heritage Community Development District
210 N. University Drive, Suite 702
Coral Springs, FL 33071
We are pleased to confirm our understanding of the services we are to provide Naples Heritage Community Development District,
Collier County, Florida("the District")for the fiscal year ended September 30,2021.We will audit the financial statements of the
governmental activities and each major fund, including the related notes to the financial statements,which collectively comprise
the basic financial statements of Naples Heritage Community Development District as of and for the fiscal year ended September
30, 2021. In addition,we will examine the District's compliance with the requirements of Section 218.415 Florida Statutes.This
letter serves to renew our agreement and establish the terms and fee for the 2021 audit.
Accounting principles generally accepted in the United States of America provide for certain required supplementary information
(RSI), such as management's discussion and analysis (MD&A), to supplement the District's basic financial statements. Such
information,although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board
who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate
operational,economic, or historical context.As part of our engagement,we will apply certain limited procedures to the District's
RSI in accordance with auditing standards generally accepted in the United States of America. These limited procedures will
consist of inquiries of management regarding the methods of preparing the information and comparing the information for
consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained
during our audit of the basic financial statements. We will not express an opinion or provide any assurance on the information
because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance.
The following RSI is required by generally accepted accounting principles and will be subjected to certain limited procedures,
but will not be audited:
1) Management's Discussion and Analysis.
2) Budgetary comparison schedule
The following other information accompanying the financial statements will not be subjected to the auditing procedures applied
in our audit of the financial statements,and our auditor's report will not provide an opinion or any assurance on that information:
1) Compliance with FL Statute 218.39(3)(c)
Audit Objectives
The objective of our audit is the expression of opinions as to whether your financial statements are fairly presented,in all material
respects, in conformity with U.S. generally accepted accounting principles and to report on the fairness of the supplementary
information referred to in the second paragraph when considered in relation to the financial statements as a whole. Our audit
will be conducted in accordance with auditing standards generally accepted in the United States of America and the standards
for financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and
will include tests of the accounting records of the District and other procedures we consider necessary to enable us to express
such opinions.We will issue a written report upon completion of our audit of the District's financial statements.We cannot provide
assurance that an unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our
opinion or add emphasis-of-matter or other-matter paragraphs.If our opinion on the financial statements is other than unmodified,
we will discuss the reasons with you in advance. If,for any reason,we are unable to complete the audit or are unable to form or
have not formed an opinion,we may decline to express an opinion or issue a report, or may withdraw from this engagement.
We will also provide a report (that does not include an opinion) on internal control related to the financial statements and
compliance with the provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a
material effect on the financial statements as required by Government Auditing Standards.The report on internal control and on
compliance and other matters will include a paragraph that states (1) that the purpose of the report is solely to describe the
scope of testing of internal control and compliance, and the results of that testing, and not to provide an opinion on the
effectiveness of the District's internal control on compliance, and (2)that the report is an integral part of an audit performed in
accordance with Government Auditing Standards in considering the District's internal control and compliance. The paragraph
will also state that the report is not suitable for any other purpose. If during our audit we become aware that the District is subject
to an audit requirement that is not encompassed in the terms of this engagement, we will communicate to management and
those charged with governance that an audit in accordance with U.S. generally accepted auditing standards and the standards
for financial audits contained in Government Auditing Standards may not satisfy the relevant legal, regulatory, or contractual
requirements.
Naples Heritage Community Development District 2
Examination Objective
The objective of our examination is the expression of an opinion as to whether the District is in compliance with Florida Statute
218.415 in accordance with Rule 10.556(10)of the Auditor General of the State of Florida. Our examination will be conducted
in accordance with attestation standards established by the American Institute of Certified Public Accountants and will include
tests of your records and other procedures we consider necessary to enable us to express such an opinion. We will issue a
written report upon completion of our examination of the District's compliance.The report will include a statement that the report
is intended solely for the information and use of management,those charged with governance, and the Florida Auditor General,
and is not intended to be and should not be used by anyone other than these specified parties. We cannot provide assurance
that an unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion or
add emphasis-of-matter or other-matter paragraphs. If our opinion on the District's compliance is other than unmodified,we will
discuss the reasons with you in advance. If,for any reason,we are unable to complete the examination or are unable to form or
have not formed an opinion,we may decline to express an opinion or issue a report, or may withdraw from this engagement.
Other Services
We will assist in preparing the financial statements and related notes of the District in conformity with U.S. generally accepted
accounting principles based on information provided by you. These nonaudit services do not constitute an audit under
Government Auditing Standards and such services will not be conducted in accordance with Government Auditing Standards.
The other services are limited to the financial statement services previously defined. We, in our sole professional judgment,
reserve the right to refuse to perform any procedure or take any action that could be construed as assuming management
responsibilities.
Management Responsibilities
Management is responsible for compliance with Florida Statute 218.415 and will provide us with the information required for the
examination.The accuracy and completeness of such information is also management's responsibility.You agree to assume all
management responsibilities relating to the financial statements and related notes and any other nonaudit services we provide.
You will be required to acknowledge in the management representation letter our assistance with preparation of the financial
statements and related notes and that you have reviewed and approved the financial statements and related notes prior to their
issuance and have accepted responsibility for them. In addition, you will be required to make certain representations regarding
compliance with Florida Statute 218.415 in the management representation letter. Further, you agree to oversee the nonaudit
services by designating an individual, preferably from senior management, who possesses suitable skill, knowledge, or
experience; evaluate the adequacy and results of those services;and accept responsibility for them.
Management is responsible for designing, implementing and maintaining effective internal controls, including evaluating and
monitoring ongoing activities, to help ensure that appropriate goals and objectives are met; following laws and regulations; and
ensuring that management and financial information is reliable and properly reported. Management is also responsible for
implementing systems designed to achieve compliance with applicable laws, regulations,contracts, and grant agreements.You
are also responsible for the selection and application of accounting principles, for the preparation and fair presentation of the
financial statements and all accompanying information in conformity with U.S. generally accepted accounting principles, and for
compliance with applicable laws and regulations and the provisions of contracts and grant agreements.
Management is also responsible for making all financial records and related information available to us and for the accuracy and
completeness of that information. You are also responsible for providing us with (1) access to all information of which you are
aware that is relevant to the preparation and fair presentation of the financial statements, (2)additional information that we may
request for the purpose of the audit, and (3)unrestricted access to persons within the government from whom we determine it
necessary to obtain audit evidence.
Your responsibilities include adjusting the financial statements to correct material misstatements and for confirming to us in the
written representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement
and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements
taken as a whole.
You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing
us about all known or suspected fraud affecting the government involving(1)management, (2)employees who have significant
roles in internal control, and (3) others where the fraud could have a material effect on the financial statements. Your
responsibilities include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the government
received in communications from employees, former employees,grantors, regulators, or others. In addition,you are responsible
for identifying and ensuring that the government complies with applicable laws, regulations, contracts, agreements, and grants
and for taking timely and appropriate steps to remedy fraud and noncompliance with provisions of laws, regulations, contracts
or grant agreements, or abuse that we report.
Management is responsible for establishing and maintaining a process for tracking the status of audit findings and
recommendations. Management is also responsible for identifying and providing report copies of previous financial audits,
attestation engagements, performance audits or other studies related to the objectives discussed in the Audit Objectives section
of this letter. This responsibility includes relaying to us corrective actions taken to address significant findings and
recommendations resulting from those audits, attestation engagements, performance audits, or other studies. You are also
responsible for providing management's views on our current findings, conclusions, and recommendations, as well as your
planned corrective actions, for the report, and for the timing and format for providing that information.
With regard to the electronic dissemination of audited financial statements,including financial statements published electronically
on your website, you understand that electronic sites are a means to distribute information and,therefore,we are not required
to read the information contained in these sites or to consider the consistency of other information in the electronic site with the
original document.
Naples Heritage Community Development District 3
Audit Procedures—General
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements;
therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested.An audit
also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting
estimates made by management, as well as evaluating the overall presentation of the financial statements. We will plan and
perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material
misstatement,whether from(1)errors, (2)fraudulent financial reporting, (3)misappropriation of assets, or(4)violations of laws
or governmental regulations that are attributable to the government or to acts by management or employees acting on behalf of
the government. Because the determination of abuse is subjective, Government Auditing Standards do not expect auditors to
provide reasonable assurance of detecting abuse.
Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and because we will
not perform a detailed examination of all transactions, there is a risk that material misstatements may exist and not be detected
by us, even though the audit is properly planned and performed in accordance with U.S.generally accepted auditing standards
and Government Auditing Standards. In addition, an audit is not designed to detect immaterial misstatements or violations of
laws or governmental regulations that do not have a direct and material effect on the financial statements. Our responsibility as
auditors is limited to the period covered by our audit and does not extend to later periods for which we are not engaged as
auditors.
Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, and may
include tests of the physical existence of inventories,and direct confirmation of receivables and certain other assets and liabilities
by correspondence with selected individuals, funding sources, creditors, and financial institutions. We will request written
representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the
conclusion of our audit, we will require certain written representations from you about your responsibilities for the financial
statements;compliance with laws, regulations,contracts,and grant agreements; and other responsibilities required by generally
accepted auditing standards.
Audit Procedures—Internal Control
Our audit will include obtaining an understanding of the government and its environment, including internal control, sufficient to
assess the risks of material misstatement of the financial statements and to design the nature,timing,and extent of further audit
procedures. Tests of controls may be performed to test the effectiveness of certain controls that we consider relevant to
preventing and detecting errors and fraud that are material to the financial statements and to preventing and detecting
misstatements resulting from illegal acts and other noncompliance matters that have a direct and material effect on the financial
statements. Our tests, if performed, will be less in scope than would be necessary to render an opinion on internal control and,
accordingly, no opinion will be expressed in our report on internal control issued pursuant to Government Auditing Standards.
An audit is not designed to provide assurance on internal control or to identify significant deficiencies or material weaknesses.
However, during the audit, we will communicate to management and those charged with governance internal control related
matters that are required to be communicated under AICPA professional standards and Government Auditing Standards.
Audit Procedures—Compliance
As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement, we will
perform tests of the District's compliance with the provisions of applicable laws, regulations, contracts, agreements, and grants.
However, the objective of our audit will not be to provide an opinion on overall compliance and we will not express such an
opinion in our report on compliance issued pursuant to Government Auditing Standards.
Engagement Administration, Fees,and Other
We understand that your employees will prepare all confirmations we request and will locate any documents selected by us for
testing.
The audit documentation for this engagement is the property of Grau & Associates and constitutes confidential information.
However, subject to applicable laws and regulations, audit documentation and appropriate individuals will be made available
upon request and in a timely manner to a cognizant or oversight agency or its designee, a federal agency providing direct or
indirect funding, or the U.S. Government Accountability Office for purposes of a quality review of the audit, to resolve audit
findings, or to carry out oversight responsibilities. We will notify you of any such request. If requested, access to such audit
documentation will be provided under the supervision of Grau &Associates personnel. Furthermore, upon request, we may
provide copies of selected audit documentation to the aforementioned parties.These parties may intend, or decide,to distribute
the copies or information contained therein to others,including other governmental agencies. Notwithstanding the foregoing,the
parties acknowledge that various documents reviewed or produced during the conduct of the audit may be public records under
Florida law. The District agrees to notify Grau & Associates of any public record request it receives that involves audit
documentation.
Our fee for these services will not exceed $3,000 for the September 30, 2021 audit.
We will complete the audit within prescribed statutory deadlines, with the understanding that your employees will provide
information needed to perform the audit on a timely basis.
Grau &Associates and its subcontractors warrant compliance with all federal immigration laws and regulations that relate to
their employees. Grau agrees and acknowledges that the District is a public employer subject to the E-Verify requirements as
set forth in Section 448.095, Florida Statutes, and that the provisions of Section 448.095, Florida Statutes apply to this
Agreement. If the District has a good faith belief that the Grau has knowingly hired, recruited or referred an alien who is not
Naples Heritage Community Development District 4
authorized to work by the immigration laws or the Attorney General of the United States for employment under this Agreement,
the District shall terminate this Agreement. If the District has a good faith belief that a subcontractor performing work under this
Agreement knowingly hired, recruited or referred an alien who is not duly authorized to work by the immigration laws or the
Attorney General of the United States for employment under this Agreement,the District shall promptly notify Grau and order
Grau to immediately terminate the contract with the subcontractor. Grau shall be liable for any additional costs incurred by the
District as a result of the termination of a contract based on Grau's failure to comply with E-Verify requirements evidenced herein.
The audit documentation for this engagement will be retained for a minimum of five years after the report release date. If we
are aware that a federal awarding agency or auditee is contesting an audit finding,we will contact the party(ies)contesting the
audit finding for guidance prior to destroying the audit documentation.
Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. Invoices will be
submitted in sufficient detail to demonstrate compliance with the terms of this agreement. In accordance with our firm policies,
work may be suspended if your account becomes 60 days or more overdue and may not be resumed until your account is paid
in full. If we elect to terminate our services for nonpayment, our engagement will be deemed to have been completed upon
written notification of termination, even if we have not completed our report. You will be obligated to compensate us for all time
expended and to reimburse us for all out-of-pocket costs through the date of termination.The above fee is based on anticipated
cooperation from your personnel and the assumption that unexpected circumstances will not be encountered during the audit.
If significant additional time is necessary,we will discuss it with you and arrive at a new fee estimate.
This agreement may be renewed each year thereafter subject to the mutual agreement by both parties to all terms and fees.
The fee for each annual renewal will be agreed upon separately.
The District has the option to terminate this agreement with or without cause by providing thirty (30) days written notice of
termination to Grau &Associates. Upon any termination of this agreement, Grau&Associates shall be entitled to payment of
all work and/or services rendered up until the effective termination of this agreement,subject to whatever claims or off-sets the
District may have against Grau&Associates.
We will provide you with a copy of our most recent external peer review report and any letter of comment,and any subsequent
peer review reports and letters of comment received during the period of the contract.Our 2019 peer review report accompanies
this letter.
We appreciate the opportunity to be of service to Naples Heritage Community Development District and believe this letter
accurately summarizes the significant terms of our engagement If you have any questions,please let us know.If you agree with
the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us.
Very truly yours,
Grau&Associates
Racquel McIntosh
RESPONSE:
This letter onsets orth he understanding of Naples Heritage Community Development District.
By:
Title: ( ' / /�/h ,
Date: f/ /cl.
Naples Heritage Community Development District 5
F CPA AICPA 1 PPeer mg Review
FICPA Peer Review Program AICPA Peer Review Program
Administered in Florida Administered in Florida
by The Flonda lnstitute of CPAs by the Florida Institute of CPAs
February 20,2020
Antonio Grau
Grau&Associates
951 Yamato Rd Ste 280
Boca Raton,FL 33431-1809
Dear Antonio Grau:
It is my pleasure to notify you that on February 20, 2020,the Florida Peer Review Committee accepted the
report on the most recent System Review of your firm.The due date for your next review is December 31,
2022.This is the date by which all review documents should be completed and submitted to the administering
entity.
As you know, the report had a peer review rating of pass. The Committee asked me to convey its
congratulations to the firm.
Thank you for your cooperation.
SFIcCPA Aa4 Raw Niel
Peer Review Team
FICPA Peer Review Committee
paul@ficpa.org
800-342-3197 ext.251
Florida Institute of CPAs
cc: Daniel Hevia, Racquel McIntosh
Firm Number: 900004390114 Review Number: 571202
3800 Espianade'W'ay Suite 210 Tallanassee FL 32311 800.342 3197 ,n Flonda•85,224 2727 Fan 850222.8190 wwwficpa of Li
RESOLUTION 2022-01
A RESOLUTION REMOVING ALAN BALDWIN AS
TREASURER AND APPOINTING TRIJMAINE EASY AS
TREASURER OF NAPLES HERITAGE COMMUNITY
DEVELOPMENT DISTRICT
WHEREAS, the Board of Supervisors of the Naples Heritage Community Development
District desires to remove Alan Baldwin as Treasurer and appoint Trumaine Easy as
Treasurer;
NOW, THEREFORE, BE IT RESOLVED BY THE
BOARD OF SUPERVISORS OF THE NAPLES
HERITAGE COMMUNITY DEVELOPMENT DISTRICT:
1. Trumaine Easy is appointed Treasurer.
Adopted this 2nd day of November 2021
Kenneth Gaynor
Chairman
ir
Jut loth
Secretary
Service History Report May 11,2021
SQLITUIDE 50097
Naples Heritage CDD
Date Range: 04/01/21..04/30/21
LAKE MANAGEMENT
Toll Free: (888)480-5253
Fax: (888)358-0088
www.solitudelakemanagement.com
Service Date 4/7/2021
01384880
No. PI-A00581905
Order No. SMOR-420762
Contract No. SVR13871
Technician Name and State License#s
Aaron Smay
Service Item# Description Lake No. Lake Name
01384880-AERATOR-001 Naples Herit VTX Aerator 1 Site#16 Site#16 Aer
Aer
Technician's Comments: At this location we rebuilt as needed,replaced filters,as well as cleanedcabinets,and balanced the system.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-002 Naples Herit VTX Aerator 2 Site#17 Site#17
Technician's Comments: At this location we rebuilt as needed,replaced filters,as well as cleanedcabinets,and balanced the system.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-003 Naples Herit VTX Aerator 3 Site#2 Site#2 Aer
Aer
Technician's Comments: At this location we rebuilt as needed,replaced filters,as well as cleanedcabinets,and balanced the system.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-004 Naples Herit VTX Aerator 4 Site#4 Site#4
Technician's Comments: At this location we rebuilt as needed,replaced filters,as well as cleanedcabinets,and balanced the system.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-005 Naples Herit VTX Aerator 5 Site#1 Site#1 Aer
Aer
Technician's Comments: At this location we rebuilt as needed,replaced filters,as well as cleanedcabinets,and balanced the system.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
_ Service History Report October 7,2021
SQLITLJDF 50097
Naples Heritage CDD
Date Range: 09/01/21..09/30/21
LAKE MANAGEMENT
Toll Free: (888)480-5253
Fax: (888)358-0088
www.solitudel akemanag ement.corn
Service Date 9/13/2021
01384880
No. PI-A00673099
Order No. SMOR-482513
Contract No. SVR13871
Technician Name and State License#s
Nolan Norris
Service Item# Description Lake No. Lake Name
01384880-AERATOR-001 Naples Herit VTX Aerator 1 Site#16 Site#16 Aer
Aer
Technician's Comments: Serviced site number 3.Checked air stations.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-002 Naples Herit VTX Aerator 2 Site#17 Site#17
Technician's Comments: Serviced site number five.Changed air filters and checked air stations.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-003 Naples Herit VTX Aerator 3 Site#2 Site#2 Aer
Aer
Technician's Comments: Serviced site number two.Changed air filters and checked airstations/balancing.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-004 Naples Herit VTX Aerator 4 Site#4 Site#4
Technician's Comments: Serviced site number four.Replaced air filter.Checked air stations/balancing.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
Service Item# Description Lake No. Lake Name
01384880-AERATOR-005 Naples Herit VTX Aerator 5 Site#1 Site#1 Aer
Aer
Technician's Comments: Serviced site number one.Changed air filters and checked airstations/balancing.
General Comments: Serviced Aeration System
Aerator Amps Aerator Voltage
Air Delivery Tubing OK Air Filter OK
Control Valves OK Cooling Fan OK
Diffusers Fixed/Replaced Diffusers Running
Inlet Check Valve OK Muffler Jar OK
Pressure OK Pressure Gauge OK
Pressure Relief Valve OK Inspect and clean cabinet interior OK
Lubricate Hinges,Barrel Lock,And Cooling Fan OK Test And Reset GFI Circuitry OK
INVOI(
PRIA
Mail payment to:
Risk Management Associates. Inc Customer Naples Heritage CDD
P.O.Box 745959
Atlanta,GA 30374-5959
Acct# 1789
PUBLIC RISK INSURANCE ADVISORS Overnight payment to: Date 09/27/2021
Risk Management Associates,Inc
Lockbox 745959 Customer Robin Russell
6000 Feldwood Road Service Robin Russell
College Park.GA 30349
Page 1 of 1
Payment Information
Invoice Summary $ 7,747.00
Payment Amount
Naples Heritage CDD Payment for: Invoice#76473
Naples Heritage Community Development District PK FL1 0114007 21-15
Inframark Infrastructure Management Services
210 N.University Drive,#702
Coral Springs, FL 33071
X
Customer: Naples Heritage CDD
Invoice Effective Transaction Description Amount
Policy#PK FL1 0114007 21-15 10/01/2021-10/01/2022
Preferred Governmental Insurance Trust(PGIT)
76473 10/01/2021 Renew policy
Business Auto-Renew policy 500.00
General Liability-Renew policy 4,500.00
Privacy and Network Liability-Renew policy 1,300.00
Public Officials&Employment Practices Liability-Renew 1,447.00
policy
Total
$ 7,747.00
Public Risk Insurance Advisors (386)252-6176 Date
P. O. Box 2416
09/27/2021
Daytona Beach, FL 32115
Q Public
11111 Risk
- Underwriters Public Risk Underwriters of Florida, Inc.
Insurance Soluticrn.e,n,Public End!es P 0 Box 958455, Lake Mary, FL 32795
321-832-1450
Public Risk Insurance Advisors
Naples Heritage Community Development District
PK FL1 0114007 21-15
Public Risk Underwriters of Florida, Inc. is pleased to provide you with the binder for
Naples Heritage Community Development District
Please review the binder carefully, as coverage terms and conditions may not
encompass all requested coverage indicated in the application.
As a reminder you do not have any binding authority and any changes must be
requested in writing. No coverage or change in coverage is bound without written
confirmation from a representative of Public Risk Underwriters of Florida, Inc.
The brief description of coverage contained in this document is being provided as an
accommodation only and is not intended to cover or describe all Coverage Agreement
terms. For more complete and detailed information relating to the scope and limits of
coverage, please refer directly to the Coverage Agreement documents. In the event of
differences, the Coverage Agreement form prevails. Specimen forms are available
upon request.
Certificates of Insurance for the 'r•rfnrrr„1 program may only be issued via the web-
based OneShield portal. The web address is https://pru.oms.oneshield.com.
Certificates may not be used to request changes of coverage. The retail agent is solely
responsible for any information listed in the description section of the certificates. If you
need assistance logging into OneShield, please contact your underwriter for support.
If you have any questions or need further assistance please feel free to contact us.
THIS PAGE IS FOR INFORMATIONAL PURPOSES ONLY AND
IS NOT PART OF THE BINDER
Page 1
Print Date:9/23/2021
PiverredAgreement No.: PK FL1 0114007 21-15
P IIOVERNMENTAL Effective Date: 10/01/2021
INSURANCE TRUST Coverage Confirmation Expiration Date: 11/30/2021
COVERAGE CONFIRMATION FOR
Naples Heritage Community Development
District
c/o Inframark Infrastructure Management Services 210 N.
University Drive, Suite 702 210 N. University Drive, Suite
702, Coral Springs FL, 33071
Presented by Public Risk Underwriters for:
Public Risk Insurance Advisors
300 North Beach Street, Daytona Beach FL, 32114
09/23/2021 2:00:30 pm
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all
Coverage Agreement terms.For more complete and detailed information relating to the scope and limits of coverage,please refer directly to the Coverage
Agreement documents.Specimen forms are available upon request.
Print Date:9/23/2021 2ND_COVER_PAGE.rpt
PreferredNamed Covered Party: Naples Heritage Community Development District
Term: 10/01/2021 to 10/01/2022
PGIT vcHNMEN1AL
INSURANCE TRUST
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
WHY PREFERRED?
Founded in 1999, Preferred Governmental Insurance Trust services over 400 members and fulfills what Florida
needs: an insurance program exclusively customized and dedicated to the public sector. This is why we are
clearly Preferred.
Service provided by local retail agents, dedicated loss control safety managers, and the claims expertise
provided by PGCS Claim Services combine to provide optimal Member service. Members have 24/7 access to
on-line claims information. Safety training is provided live in person and on-line at no additional cost to
Members.
Preferred offers property appraisals to all new members upon first joining the Trust and trending of values is
performed periodically after the initial appraisals. Initial appraisals are done for all property currently scheduled.
Once the initial appraisal is completed, the members then have the choice to insure at appraised values with
the Blanket coverage or remain at submitted values with the coverage agreement being endorsed to "stated
values" with an 80% co-insurance clause.
Preferred provides a full range of risk financing options that are available from first dollar to self insured excess
coverage. Public Officials/Employment Practices coverage includes coverage for cyber liability, non-monetary
claims including injunctive relief, EEOC, sunshine violations, petition recall, public records law, with defense
costs outside of member deductible. General Liability coverage includes a sublimit for inverse condemnation.
At Preferred, only workers compensation is subject to audit thus avoiding additional premium charges beyond
policy expirations.
Additional marketing material may be found on-line at https://pru.oms.oneshield.com. Click on Help for
the following programs and benefits:
• Badge Program- Cardiac Case management for all police and fire department personnel
• Cyber Liability Coverage
• HR Risk Management Helpline
• Preferred Loss Control Services
• Preferred Online Training via Target Solutions platform
• Preferred Property Catastrophe Solution
• Why Preferred
• Preferred Financial Strength
• Member Services Guide
• Preferred TIPS
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete
and detailed information relating to the scope and limits of coverage,please refer directly to the Coverage Agreement documents.Specimen forms are available upon request. Page 3
Print Date:9/23/2021
09/23/2021 2:00:35PM
preerred Named Covered Party: Naples Heritage Community Development District
1 t/ GOVERNMENTAL
A! INSURANCE TRUST
Term: 10/01/2021 to 10/01/2022
Coverage Provided By: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
Compensation Disclosure
We appreciate the opportunity to assist with your insurance needs. Information concerning compensation
paid to other entities for this placement and related services appears below. Please do not hesitate to
contact us if any additional information is required.
PRU is owned by Brown & Brown, Inc. Brown & Brown entities operate independently and are not required to
utilize other companies owned by Brown & Brown, Inc., but routinely do so.
For the Coverage Term referenced above, your insurance was placed through Preferred Governmental
Insurance Trust(Preferred). Preferred is an independent entity formed by Florida public entities through an
Interlocal Agreement for the purpose of providing its members with an array of insurance coverages and
services. Preferred has contracted with entities owned by Brown & Brown, Inc. to perform various services.
As explained below, those Brown & Brown entities are compensated for their services.
Preferred has contracted with Public Risk Underwriters of Florida Inc(PRU), a company owned by
Brown & Brown, Inc.,to administer Preferred's operations. The administrative services provided by
PRU to Preferred include:
Underwriting/Coverage review/Marketing/Policy Review/Accounting/ Issuance of Preferred Coverage
Agreements/Preferred Member Liaison/ Risk Assessment and Control
Pursuant to its contract with Preferred, Public Risk Underwriters of Florida Inc. (PRU) receives an
administration fee, based on the size and complexity of the account, of up to 9.75%of the Preferred
premiums billed and collected.
Preferred has also contracted with Preferred Governmental Claims Solutions (PGCS), a company owned by
Brown & Brown, Inc., for purposes of administering the claims of Preferred members. The services provided
by PGCS to Preferred may include:
Claims Liaison with Insurance Company/Claims Liaison with Preferred Members/Claims Adjustment
Pursuant to its contract with Preferred. PGCS receives a claims administration fee for those accounts which
PGCS services of up to 3.85%of the non-property portion of the premiums you pay to Preferred.
Preferred also utilizes wholesale insurance brokers, some of which (such as Peachtree Special Risk Brokers
and Apex Insurance Services) are owned by Brown & Brown, Inc., for the placement of Preferred's insurance
policies. The wholesale insurance broker may provide the following services to Preferred:
• Risk Placement
• Coverage review
• Claims Liaison with Insurance Company
• Policy Review
• Current Market Intelligence
The wholesale insurance broker's compensation is largely dictated by the insurance company. It typically
ranges between 5% and 10% of the premiums you pay to Preferred for your coverage.
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage,please refer directly to the Coverage Agreement documents.Specimen forms are available upon request.
Print Date:9/23/2021 COMPENSATION_DISCLOSURE.rpt
1
Pre errent Dis 02t / 2:01:25PM
d Named Covered Party: Naples Heritage Community Development District
Dr I j i GOVERNMENTAL. Term: 10/01/2021 to 10/01/2022
L__ J INSURANCETRUSt
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
Property Coverage
Coverage Description Limit Deductible
Building&Contents Limit, per attached Not Included N/A -All other perils
schedule N/A -Named Storm,
subiect to minimum of N/A
Boiler& Machinery Not Included N/A
Schedule of Sublimits-These limits do not increase any other applicable limit of liability.
Coverage Description Limit Deductible
Flood Limit—Per Occurrence Not Included N/A Per Flood, except zones A,V excess of NFIP
Excess of NFIP,whether purchased or not whether purchased or not
Earth Movement Limit—Per Occurrence Not Included N/A
TRIA(Includes Inland Marine if applicable) Not Included N/A
Extensions of Coverage-These limits do not increase any other applicable limit of liability.Deductible per terms of the Coverage Agreement.
Coverage Description Limit
Accounts Receivable N/A
Additional Expense N/A
Animals(annual aggregate limit) N/A
Business Income N/A
Buildings Under Construction N/A
Debris Removal-limit shown or 25%of loss, whichever is greater, per occurrence N/A
Demolition, Ordinance, and ICC N/A
Duty to Defend N/A
Errors and Omissions N/A
Expediting Expense N/A
Fire Department Charges N/A
Fungus Cleanup Expense(annual aggregate limit) N/A
Lawns, Plants, Trees and Shrubs N/A
Leasehold Interest N/A
New Locations N/A
Personal Property of Employees N/A
Pollution Cleanup Expense (annual aggregate limit) N/A
Preservation of Property N/A
Professional Fees N/A
Property at Miscellaneous Unnamed Locations N/A
Recertification N/A
Service Interruption Coverage N/A
Transit N/A
Vehicle Property Coverage N/A
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe at Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage,please refer directly to the Coverage Agreement documents.Specimen forms are available upon request Page 1
Print Date:9/23/2021 Muni Binder Quote Body.rpt
9/23/2021 / 2:01:25PM
Preferred Named Covered Party: Naples Heritage Community Development District
ti VERNMENTAL INSURANCE TRUST Term: 10/01/2021 to 10/01/2022
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
Inland Marine Coverage
Coverage Description Limit Deductible
Blanket Unscheduled Inland Marine (subject to$25,000 any one N/A Per attached schedule
item,excludes Watercraft)
Scheduled Inland Marine N/A Per attached schedule
Total All Inland Marine N/A Per attached schedule
Crime Coverage
Coverage Description Limit Deductible
Forgery and Alteration N/A N/A
Theft, Disappearance or Destruction N/A N/A
Computer Fraud including Funds Transfer Fraud N/A N/A
Employee Dishonesty, Including faithful performance, per N/A N/A
loss
Deadly Weapon Protection (Claims Made)
Coverage Description Limit Deductible
Third Party Liability Coverage N/A N/A
Crisis Management Services N/A
Counseling Services N/A
Funeral Expenses N/A
Retro Date:
Coverage Highlights: Broad definition of Deadly Weapon Event, 24 hour Crisis Response Team Services
Claims expenses are inside the limit of liability. Automatic Extended Reporting Period is 60 days.
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage.please refer directly to the Coverage Agreement documents.Specimen forms are available upon request. page 2
Print Date:9/23/2021
Muni Binder Quote Body.rpt
9/23/2021 / 2:01:25PM
Preferred Named Covered Party: Naples Heritage Community Development District
VERNMENTAL
INSURANCE TRUST Term: 10/01/2021 to 10/01/2022
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
Public Officials Liability Coverage (Claims Made)
Limit Deductible Retroactive Date
$1,000,000 per claim $0
Aggregate Limit: N/A
Total Payroll: 0
Supplementary Payments: Pre-termination $2,500 per employee/$5,000 annual aggregate
Non Monetary: $100,000 Aggregate
Employment Practices Liability Coverage (Claims Made)
Limit Deductible Retroactive Date
$1,000,000 per claim $0
Aggregate Limit: N/A
#FT emp: 0 #PT Emp: 0 #Volunteers: 0
Cyber Liability (Claims Made)
Coverage Description Limit Deductible
Policy Limit $2,000,000 annual aggregate Applies per below
Third Party Liability Coverage:
• Privacy&Security Liability $2,000,000 each claim $25,000
• Media Content Services Liability $2,000,000 each claim $25,000
• PCI DSS $1,000,000 sublimit $25,000
First Party Liability Coverage:
• Cyber Extortion & Ransomware $2,000,000 each claim $25,000
• Data Breach &Crisis Management $2,000,000 each claim $25,000
• Data Recovery $2,000,000 each claim $25,000
• Business Interruption/ Extra Expense $2,000,000 each claim $25,000/Waiting Period:10 Hrs
• Cyber Crime $250,000 Agg-see form for sublimits $25,000
• Utility Fraud $100,000 Agg-see form for sublimits $25,000
• Bricking Coverage $250,000 sublimit $25,000
• System Failure- BI/EE $1,000,000 sublimit $25,000/Waiting Period:10 Hrs
• Dependent Business Interruption $1,000,000 sublimit $25,000/Waiting Period:10 Hrs
o BI/EE Included in above sublimit $25,000/Waiting Period:10 Hrs
o System Failure $500,000 sublimit $25,000/Waiting Period:10 Hrs
Retroactive date:10/01/2018
Voluntary Notification endorsement is included, see coverage form for all limits and sublimits
Extended Reporting Periods POL/EPLI/Cyber (only applicable for claims made)
If the Trust terminates or does not renew this Coverage Agreement(other than for failure to pay a premium when due),or if the Public Entity
terminates or does not renew this Coverage Agreement and does not obtain replacement coverage as of the effective date of such cancellation
or non-renewal, the Public Entity shall have the right,upon payment of the additional premium described below,to a continuation of the
coverage granted by this Coverage Agreement for at least one Extended Reporting Period as follows:
A. Automatic Extended Reporting Period-60 days per PGIT MN 500&PGIT MN 700(Cyber form)
B. Optional Extended Reporting Period-12 months at additional premium per PGIT MN 500&PGIT MN 700(Cyber Form)
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe at Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage please refer directly to the Coverage Agreement documents.Specimen forms are available upon request. Page 3
Print Date.9/23/2021 Muni Binder Quote Body.rpt
9/23/2021 / 2:01:25PM
Preferred Named Covered Party: Naples Heritage Community Development District
PCTT VERNMENTAL Term:
INSURANCE TRUST 10/01/2021 to 10/01/2022
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
General Liability Coverage (Occurrence Form)
Coverage Description Limit
Bodily Injury and Property Damage Limit $1,000,000
Personal and Advertising Injury Included
Products&Completed Operations Limit Included
Employee Benefits Liability Limit, per person $1,000,000
Herbicide& Pesticide Aggregate Limit $1,000,000
Medical Payments Limit $2,500
Fire Damage Included
Sewer Backup and Water Damage Limit $10,000 no fault/$200,000 at fault;subject to$200,000
aggregate
PGIT MN-203 Part B Limit (Bert Harris,Inverse Condemnation,
Takings claims;See Form for specifics) $100,000 Aggregate
General Liability Deductible: $0
Rating Basis
Ratable Payroll: N/A
Unmanned Aircraft
Coverage is limited, see specimen form for policy details
Coverage Description Limit Deductible
Unmanned Aircraft N/A N/A
Law Enforcement Liability Coverage (Occurrence Form)
Coverage Description Limit Deductible
Law Enforcement Liability N/A N/A
Rating Basis
Full Time Officers: Part Time Officers: Vol Officers:
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage,please refer directly to the Coverage Agreement documents.Specimen forms are available upon request. Page 4
Print Date:9/23/2021 Muni Binder Quote Body.rpt
9/23/2021 / 2:01:25PM
Preferred Named Covered Party: Naples Heritage Community DevelopmenttDDistrict
_me OVERNMENTAL
INSURANCE TRUST Term: 10/01/2021 to 10/01/2022
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
Automobile Coverage
Coverage Symbol Limit Deductible
Liability 8, 9 $1,000,000 $0
Personal Injury Protection 5 Statutory $0
Added PIP N/A Not Included N/A
Auto Medical Payments N/A N/A N/A
Uninsured/Underinsured N/A N/A
Motorist
Physical Damage N/A Actual cash value or cost of repair, whichever is Per attached
Comprehensive Coverage less, minus deductible. schedule
Hired Comprehensive limit: N/A Hired deductible:
N/A
Physical Damage Collision N/A Actual cash value or cost of repair, whichever is Per attached
Coverage less, minus deductible. schedule
Hired Collision limit:N/A Hired deductible:
N/A
Garagekeepers N/A Actual cash value or cost of repair, whichever is N/A
Comprehensive Coverage less, minus deductible, for each covered auto per
attached locations schedule, but no deductible
applies to loss caused by fire or lightning.
Garagekeepers N/A Actual cash value or cost of repair, whichever is N/A
Collision Coverage less, minus deductible, for each covered auto per
attached locations schedule.
Automobile Symbols
1 Any"Auto"
2 Owned "Autos"only
3 Owned private passenger"Autos"only
4 Owned "Autos"other than private passenger"Autos"only
5 Owned "Autos"subject to No-Fault
6 Owned"Autos" subject to a Compulsory Uninsured Motorist Law
7 Scheduled "Autos"only
8 Hired "Autos" only
9 Non-owned"Autos"only
30 "Autos" left with you for service, repair, storage, or safekeeping.
*These are abbreviated descriptions. A full description of symbols is included in the coverage agreements
Symbol 10 comp&collision:
Symbol 10 liability:
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage.,please refer directly to the Coverage Agreement documents.Specimen forms are available upon request.
Page 5
Print Date.9/23/2021 Muni Binder Quote Body.rpt
9/23/2021 / 2 01:25PM
Preferred Named Covered Party: Naples Heritage Community Development District
PGIrI' VLHNlY1LN[AL
INSURANCE TRUST Term: 10/01/2021 to 10/01/2022
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
Total Premium Due: $7,747
Pay Term:PKG-Annual
IMPORTANT NOTE
Defense Costs-Outside of the limit, does not erode the limit for General Liability, Law Enforcement
Liability, Public Officials Liability, and Employment Practices Liability.
Deductible does not apply to defense costs. Self Insured Retention does apply to defense cost.
BINDER TERMS & CONDITIONS INCLUDING BUT NOT LIMITED TO
1. Please review the binder carefully, as coverage terms and conditions may not encompass all requested
coverages indicated on the application.
2. The Coverage Agreement shall be 25% minimum earned as of the first day of the"Coverage Period".
3. Premium is late if not paid within 30 days of due date, unless otherwise stated.
4. Deletion of any line of coverage presented, Package and/or Workers Compensation, may result in
re-pricing of account.
5. The Preferred Property program is a shared limit. The limits purchased are a per occurrence limit and in
the event an occurrence exhausts the limit purchased by Preferred on behalf of the members, payment to
you for a covered loss will be reduced pro-rata based on the amounts of covered loss by all members
affected by the occurrence.
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage.please refer directly to the Coverage Agreement documents.Specimen forms are available upon request.
Page 6
Print Date:9/23/2021
Muni Binder Quote Body.rpt
Agency Information Recap
9/23/2021 / 2:01:25PM
Preferred Named Covered Party: Naples Heritage Community Development District
PC OVERNMENTAL Term:
INSURANCE TRUST 10/01/2021 to 10/01/2022
Coverage Provided by: Preferred Governmental Insurance Trust
Agreement Number: PK FL1 0114007 21-15
PREMIUM BREAKDOWN
Property N/A
Inland Marine N/A
Crime
N/A
General Liability (Includes Drone coverage if applicable) $4,500
Law Enforcement Liability N/A
Public Officials and Employment Practices Liability $1,447
Cyber Liability $1,300
Automobile Liability $500
Automobile Physical Damage N/A
Garage Keepers N/A
Excess Workers Compensation N/A
Stop Loss Aggregate N/A
Deadly Weapon N/A
Grand Total $7,747.00
Commission 1o.00%
Payment Terms PKG-Annual
The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms.For more complete and
detailed information relating to the scope and limits of coverage,please refer directly to the Coverage Agreement documents.Specimen forms are available upon request. Page 7
Print Date:9/23/2021 Muni Binder Quote Body.rpt
PreferredVERNMENTAL CLAIM NOTICE
P(,I l INSURANCE TRUST
Please notify:
Preferred Governmental Claim Solutions
P.O. Box 958456
Lake Mary, FL 32795-8456
Toll Free: 1-800-237-6617
Local: 321-832-1400
Fax : 1-321-832-1717
www.pgcs-tpa.com
There are four ways to report a claim:
• 24/7 Online @ www.pgcs-tpa.com , you must register for this service on the website
• Call 800-237-6617 - during office hours of 8am to 5pm Monday through Friday
• Fax 321-832-1448
• Email to LiabilityClaims@pgcs-tpa.com
Print Date:9/23/2021
6INFRAMARK
INFRASTRUCTURE MANAGEMENT SERVICES
Naples Heritage CDD
October 20, 2021 — Field Management Report
P .
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NAPLES HERITAGE'-.>__ °`
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GOLF & COUNTRY CLUB
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www.1nframark1ms.com
Inspected by: Justin Faircloth
1. Aeration
a. The new electric service has been installed for Lake 2 and appears to be operating well
without issue.
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b. The compressor was found to be running for Lake 3, however, the diffusers did not
appear to be working in the lake. Solitude was contacted to review the issue.
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c. The aeration conduit for Lake 11/hole#17 was exposed most like due to tree roots, but
should probably be covered with additional fill material to prevent the line being
damaged.
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2. Fountain
Inframark Annual Management Report 1
Repairs to the fountain equipment on Lake 14/hole#14 have recently been completed,
elevating the control panel off of the ground.
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3. Gatehouse/Monuments
The gatehouse attendant on duty during the inspection noted that the bathroom toilet
continues to run leaking water into the bowl from the tank. Cracking was also observed in
the ceiling that may need to be addressed in time. The air return is beginning to have
buildup on the vent and should be cleaned regularly so the HVAC runs efficiently. There is
no cover for the ceiling access on the outside closet.
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Inframark Annual Management Report 2
The rear gatehouse had wasp nests in both corners of the building where the fire
extinguisher was placed so the extinguisher could not be inspected. The nests should be
sprayed out so those servicing the equipment in this area for the rear gate are not
impacted.
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4. Lake Management
The lake water levels are high as anticipated during the rainy season. Overall the lakes
looked good with minimal weed issues.
a. Algae on Lakes: 2, 5, 6, 8, & 11. Significant improvement was observed on lake 2
overall, however a large mass was observed on the south end of the lake. Medium
density on lakes 5 & 6.
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Inframark Annual Management Report 3
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b. Grass Clippings in Lakes: No issues observed.
C. Littorals: The littorals throughout the lakes have done very well and coverage is almost
complete on many lakes. There are a few lakes where the Club/Board may wish to
have the littorals cut back or thinned out to protect the water view if not prevented by the
permit.
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d. Trash in Lakes: Lake 3.
Inframark Annual Management Report 4
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e. Weeds:
i. Alligator Weed in Lakes: No issues observed.
ii. Brazilian Pepper: No issues observed.
iii. Cattails in Lakes: No issues observed.
iv. Climbing Hemp Vine in Lakes: No issues observed.
v. Dollar Weed in Lakes: No issues observed.
vi. Hydrilla in Lakes: 8 & 14.
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vii. Illinois Pond Weed in Lakes: No issues observed.
viii. Muskgrass (Chara): 5 &6.
ix. Palms: No issues observed.
x. Red Ludwigia in Lakes: No issues observed.
xi. Spatterdock/Lily Pads in Lakes: No issues observed.
xii. Torpedo Grass in Lakes: 5 & 8.
xiii. Widgeon Grass: 5 &6. Medium to high density.
5. Perimeter Fence
The fence on the western boundary of tract C5 in the southwest corner of the District has
been installed.
Inframark Annual Management Report 5
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6. Preserves
Invasives are continuing to gain a foothold in many of the conservation areas and should
be addressed soon to avoid further dispersion. Removal of invasives in the perimeter
boundaries is an important measure to help keep additional new growth from spreading into
interior conservation areas, however, these areas are already showing signs of young
growth. The Board may wish to request the preserves receive additional treatments to
ensure the preserves remain in compliance. Failure to properly address this issue now will
likely result in significant maintenance costs to remove the invasives again due to the
exponential growth of these undesirable trees/plants. It was noticed from one young ear
leaf acacia tree that was pulled that it had been previously cleanly chopped at the top
causing the plant to only branch off and continue growing instead of spraying the tree or
pull it to properly kill it. Healthy native trees and littorals were also observed growing in the
preserves. Additional preserve maintenance information is found below; all preserve
issues were low density unless otherwise noted.
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Inframark Annual Management Report 6
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a. Concerns:
i. There is a dead pine tree on the edge of Tract C6 (southeast corner) that could
potentially hit the adjacent building if it falls eastward. The Board may wish to have
the pine tree removed to prevent a potential hazard. Additionally, there is a leaning
pine tree in Tract C5 (south of the parking area for building 9) that extends over the
southern fence. The Board should have this tree cut so that it does not damage the
fence when it falls. y
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ii. A tree was cut adjacent to the cart path just after the bathrooms leading to the#6
hole and wood chips were blown into the northwest corner of Tract C18. Most of the
wood chips appear to be on Club property, but care should be taken to ensure
debris are not projected into the preserves.
Inframark Annual Management Report 7
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b. Plants
i. Air Potato: Tract C3 (eastern side along #8 fairway &west side along the#3
fairway) and Tract C6 (southeast corner).
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Inframark Annual Management Report 8
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ii. Balsam A• •le: Tract C18 ad'acent to Control Structure F)
iii. Caesar's Weed: Tract C3 (northeast corner on the west side of the cart path
leading to the#9 tee &west side behind Kilkenny Way) and Tract C5 (east of the
community pool and east of lake 18 behind 7683 Naples Heritage Drive), and Tract
C1�8y�west of Control Structure F . Medium densi in Tract C5 behind 7683 NH Dr.
lb 4 ... a ; .. t:1 , 1 .r...,A4,,. .:* . , _ . ..„ t$
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Inframark Annual Management Report 9
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P c. Trees
i. Brazilian Pepper: Tract C3 (eastern side along #8 fairway) and Tract C5 (south of
the parking area for building 9).
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ii. Long Ear Leaf Acacia: Tract C2 (around the Clubhouse parking lot), Tract C3
(eastern side along #8 fairway, west side along the#3 fairway, &west side behind
Kilkenny Way), Tract C5 (the northwest corner and west side of parcel
00410160006 owned by Naples National Golf Club is heavily affected by this
invasive and is likely contributing seed source for new plants to grow within the
Inframark Annual Management Report 10
District), Tract C10 (south side by the roadway), and Tract C18 (throughout). High
densi found in Tract C5.
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iii. Melaleuca Trees: No issues observed.
d. Trash in Preserves: Tract C2 (around the Clubhouse parking lot).
Inframark Annual Management Report 11
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7. Roadways/Gutters
a. Fire Hydrant Reflective Markers:
i. A marker is missing on the east side of Heritage Club Way as you enter the
Clubhouse parking lot.
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ii. Markers were found missing in front of 7923 & 7987 Kilkenny Way that should be
replaced.
.
b. Gutters:
i. The gutter was observed cracked on the east side of the road in front of 7718
Naples Heritage Drive.
Inframark Annual Management Report 12
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ii. Damage to the gutters at the end of Heritage Links Court was noticeable adjacent to
the two dumpsters. The area should be monitored as replacement may be
necessary if conditions deteriorate further.
•
iii. Trip hazards were apparent at the junction of the last two driveways on either side of
the road along Heritage Links Court just before the cul-de-sac. Consideration should
be given to grinding of these areas to prevent a possible trip and fall. Responsibility
could potentially fall on the respective homeowners or an association rather than the
CDD or the Master Association in this particular situation.
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Inframark Annual Management Report 13
A trip hazard was apparent at the last few parking spaces along Arbor Lakes Court
just before the northern cul-de-sac. Consideration should be given to grinding of
these areas to prevent a possible trip and fall. Responsibility could potentially fall on
an association rather than the CDD or the Master Association in this particular
situation.
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c. Right of Way Plantings:
i. A section of grass along Naples Heritage Drive has been impacted and it appears
recent work may have been completed adjacent to the pump station next to the#10
green.
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ii Long ear leaf acacia trees were found growing in the roadway plantings along the
western side of the Davis Boulevard entrance. These trees should be removed so
they are not a further seed source for more trees to grow within the District.
Inframark Annual Management Report 14
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d. Roadway Surface: Oil staining was observed at the end of Heritage Links Court in the
cul-de-sac.
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e. Signage: Vegetation should be cut back from all roadway signage so that drivers have
ample time to read the sue ns.
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8. Sidewalks
a. There are a number of cracked sections of sidewalk along Naples Heritage Drive next
to the pump station by the#10 green that the Board may wish to consider having
replaced. No trip hazards were readily apparent due to the cracking during the
inspection.
Inframark Annual Management Report 15
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b. The lip noted in the last report on the cart path behind the gatehouse off of Collier
Boulevard has been ground down. The area should be monitored to ensure it does not
continue to be a trip hazard due to the tree roots in the area.
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9. Stormwater System
a. Bulkheads: Lake 9. A piling appears to be moving on the first tee box of hole#10 and
the tieback may be failing. The Club should keep a close eye on the movement and
plan for contingencies as the piling or whalers could fail causing the need to shut down
hole for a repair to be made. On this same tee a minor washout is occurring next to one
of the pilings. The issue should be investigated to prevent the piling from being
Inframark Annual Management Report 16
undermined. Fill should be inserted in any areas where voids are found to ensure
stability of the wall. Any evidence of washouts should be investigated so the Club is
prepared for any necessary repairs helping to prevent the need for an emergency repair
to be completed. The Club may wish to have rip rap added at the end of the bulkheads
to slow erosion at these critical areas. Top caps are beginning to show signs of
weathering and may need to be replaced in the not too distant future. Additionally,
weathering of some of the top of the pilings is becoming clear; covers or treatment may
be necessary to preserve the longevity of the pilings and prevent further deterioration.
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Inframark Annual Management Report 17
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b. Control Structures:
i. A new control structure has been installed on the northeast corner of Lake 10 (aqua
range) discharging into Tract C1. The Board may wish to have the District map
updated to show this change.
Inframark Annual Management Report 18
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ii. Control structure B was clear.
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iii. Control structure C was clear.
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iv. Control Structure E was clear, but the preserve area around the discharge pipe
should be cut back so no blockages occur. The maintenance road in and out to the
structure should be cleared so that regular maintenance is not hindered.
Inframark Annual Management Report 19
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v. Control Structure F should be cleaned out to ensure proper flow to Tract C5.
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c. Drains:
i. Edging should be performed around all structures to prevent grass overgrowth and
additional organic material from entering the stormwater system. The south side of
structure F-22 on the north side of the#10 fairway just behind lots 12 & 13 from the
homes of Block C should be addressed to correct this issue. Structure F-139 behind
7912 Kilkenny Way should like wise be addressed.
Inframark Annual Management Report 20
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ii. Rip rap should likely be installed around the concrete pad for structure F-71 to
prevent debris from entering the stormwater system.
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d. Erosion:
i. Lake 8: Step erosion is occurring on the northeast corner of lake 8 adjacent to the
cart path connecting hole#18 to hole# 9. Additional plantings along the bank may
help to minimize further erosion.
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ii. Lake 9: An irrigation head along the fairway of hole#10 on the north bank of lake 9
may need to be repositioned further up the bank in the grass. As it is currently
positioned erosion of the bank is likely during low water periods.
Inframark Annual Management Report 21
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e. Lake Drainage Pipes:
i. A drainpipe has become disconnected on the north bank of lake 9 just after the last
tee box that should be reconnected to prevent erosion of the bank during low water
periods.
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ii. A drain pipe was found disconnected behind building 6 on the northeast corner of
lake 11/hole#17, however, it appeared that work was being done on the building
and the gutters had been removed. This issue should be monitored to ensure the
drain line is reconnected properly when the work is completed so that erosion to the
bank does not occur.
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Inframark Annual Management Report 22
f. Illicit Discharges:
i. Illicit discharges may be occurring behind 7743 & 7739 Naples Heritage Drive as two
pipes are being discharged directly into Lake 2, however, one of the homes may be
only discharging roof run off as it appeared their downspouts may be connected to
the pipe in question. Further investigation may be necessary to ensure no violation is
occurring.
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ii. It appears that the pool overflow of 7718 Naples Heritage Drive is discharging directly
into lake 4. If so this is possibly a violation of the Federal Clean Water Act, Section
402(p)(6)O, state (Florida Administrative Code, Chapter 62-624), and local (Collier
County Ordinance No. 2009-08) regulations. Additionally, a bubbler was found
discharging directly into the roadway catch basin in front of the home, but it was
unclear if this is just a roof drain bubbler or something else. Further investigation may
be warranted. t
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Inframark Annual Management Report 23
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g. Inter-Connect/Drain Pipes:
i. Vegetation should be clear from around mitered end F-14 in tract C17 at the
southeast corner of Naples Heritage Drive and Heritage Club Way. It seems this
parcel is intended to be a dry retention area and if so should likely be cut and any
hardwood plants growing in it removed so that capacity of the area is not reduced.
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T `+'+i •
„r
ii. Mitered end F-15 on lake 9/hole#10 has become undermined by erosion and
should be repaired to prevent the mitered end from being cracked.
Inframark Annual Management Report 24
f-*' •*--. ie.--- .. 011., .1r,,A.'--1-,,:t;"-- , ... 1,:\io.,, _,.. et? ,:,: "?.;-'A: . ..-., 4111
, ....,;,:.' '. - ' 1".;.--'-...!(• 'i .,.i,,,„'s. '' ' -1'i '-' - 0,,',`,",7 ''''' ". - ''''**
� ,. ..I. tr v..„ r r�
•o.e
iii. Mitered end F-19 on lake 9/hole#10 has erosion occurring on both sides of the
structure, but more severely on the west side of the structure. The erosion should be
repaired to prevent further cracking of the mitered end and the existing crack should
be filled if the entire mitered section will not be replaced.
''".1
tk`' 1t —-
LI 4.y`.t i \
i.
.M.id A i girt
- . Y �i
1 4111L' Pr,:i4i --r-, - •
, 2, i ..'''.A, i ,;•,„--••',.,,•'-'i-t', ••. ..„ , —_, '::4`-.A.:F, WI* , _
,,(/!4
rt
•
rt 'r:.air _ f• `a : .; :
; „i , ^ , cps t .'{z [ r.t.
1. y,;.t _
iv. Minor erosion is occurring on the sides of mitered end F-23 on the north bank of lake
9 south of the#10 green that should be addressed before it becomes more severe
and the mitered end cracks with the lack of fill supporting the structure.
Inframark Annual Management Report 25
`<
Niii' /`. . .
~ '9t y(((„
•
yi* •G {{� i,JA s. `",. • 0:y4 y t '. -''tT , k
yvj TTT;oor .•, Tyr'< x ,? a.,0 7
h. Roadway Catch Basins:
i. Structure F-26 on the east bank of lake 9 should be cleaned out and the cypress
knees removed from the structure if possible to ensure water is not hindered from
draining from the roadway surface. It appears debris is presently building up at the
end of the mitered end section and could result in a blockage over time if not
addressed.
L,''..:.: '. "-Wei:,..„ ,. .94‘...; . '-:.,,
, tip `— .'s.
ii. Structure F-43 on the northeast end of lake 11/hole#17 should have additional fill
added under it to protect the mitered cap from cracking.
f l '. ' v .. "
.ilk =.. . .
Inframark Annual Management Report 26
10. Residential Complaints/Concerns
No issues reported.
11. Fish/Wildlife Observations:
® Bass ❑ Bream n Catfish ❑ Gambusia
fI Egrets ® Herons ❑ Coots ® Gallinules
®Anhinga ❑ Cormorant ❑ Osprey ® Ibis
❑ Woodstork ❑ Otter ❑ Alligators ® Snakes
❑ Turtles ® Other: Ducks
12. Non-CDD Items:
a. It appears there is an irrigation leak that has been continuing for some time between the
homes of 771 8 & 7714 Naples Heritage Drive.
i,.
� K ` 1 f ¢ G _.yip
•
9 if-i�.)•L.�')rift 014k •` 44- -( A.
b. A broken sprinkler head was observed on the north bank of lake 8 just after the last
tee box for hole#18.
Inframark Annual Management Report 27
k
Inframark Annual Management Report 28
Service Quote
Page 1
SQLITUDE Solitude Lake Management
1320 Brookwood Drive
Suite H
Little Rock,AR 72202
LAKE MANAGEMENT
Phone No. (888)480-5253
Fax No. (888)358-0088
Quote Provided to: No. SMQT-003657
Naples Heritage CDD Status Pending
C/O Inframark Order Date 06/17/21
210 N. University Dr. Suite 702 Order Time 8:42:22 AM
Pompano Beach, FL 33071
Phone No. (239)245-7118
Email justin.faircloth@inframark.com
Quote to replace the 3 light fixture on#14.
2 year warranty on lights, 90 day on labor.
Service Item
Service Item No. Group Code Item No. Serial No. Description
01384880-FTN-001 FOUNTAIN Naples Herit AQUA Fountain 1 S
Service Line
Unit Price Excl. Amount Incl.
No. Quantity Tax Amount Tax
AM-870608 AM-LED 3/22 Watt Lights 1 1,310.26 1,310.26 1,310.26
SERVICE FEE Service Fee 1 82.00 82.00 82.00
LABOR-REPAIR REPAIR LABOR 2.5 107.00 267.50 267.50
3M-82-A1N SPL100:3M Splice Kit(82-A1N)G1634613 1 48.04 48.04 48.04
FOUNT SERV Shipping 1 27.50 27.50 27.50
Total 1,735.30 1,735.30
Service quote price expires 90 days following order date.
Quote Approved By:
*An addendum is required for this contract.Approved per
Spending Resolution 2021-01 after discussion with the Chairman.
Service Quote
Page 1
sQLITuDE
Solitude Lake Management
1320 Brookwood Drive
Suite H
Little Rock,AR 72202
LAKE MANAGEMENT
Phone No. (888)480-5253
Fax No. (888)358-0088
Quote Provided to: No. SMQT-003962
Naples Heritage CDD Status Pending
C/O Inframark Order Date 08/16/21
210 N. University Dr. Suite 702 Order Time 9:44:34 AM
Pompano Beach, FL 33071
Phone No. (239)245-7118
Email justin.faircloth@inframark.com
Additional parts needed for light replacement of Fountain#14.
Service Item
Service Item No. Group Code Item No. Serial No. Description
01384880-FTN-001 FOUNTAIN Naples Herit AQUA Fountain 1 S
Service Line
Unit Price Excl. Amount Incl.
No. Quantity Tax Amount Tax
AM-861080 AM-Surge Protector Kit,LED Lights 1 55.72 55.72 55,72
AM-CBA22-W 22Watt Color Board Assembly*White* 1 130.94 130.94 130.94
Total 186.66 186.66
Service quote price expires 90 days following order date.
Quote Approved By:
Service Quote
�.,. Page 1
Solitude Lake Management
sQLITuDE.
1320 Brookwood Drive
Suite H
Little Rock,AR 72202
LAKE MANAGEMENT
Phone No. (888)480-5253
Fax No. (888)358-0088
Quote Provided to: No. SMQT-004021
Naples Heritage CDD Status Pending
C/O Inframark Order Date 08/26/21
210 N. University Dr. Suite 702 Order Time 12:49:52 PM
Pompano Beach, FL 33071
Phone No. (239)245-7118
Email justin.faircloth@inframark.com
Quote to replace the Fountain Control Panels and
provide a new post to raise the panel off the ground.
Service Item
Service Item No. Group Code Item No. Serial No. Description
01384880-FTN-001 FOUNTAIN Naples Herit AQUA Fountain 1 S
Service Line
Unit Price Excl. Amount Incl.
No. Quantity Tax Amount Tax
AM-5452-F Light Ready Panel-5HP,240V,1PH 1 1,671.48 1,671.48 1,671.48
LABOR-REPAIR REPAIR LABOR 4 107.00 428.00 428.00
FOUNT SERV Shipping 1 77.00 77.00 77.00
FOUNT SERV Parts for installation-New post,cement,and fitt 1 130.00 130.00 130.00
Total 2,306.48 2,306.48
Service quote price expires 90 days following order date.
Quote Approved By:
*An addendum is required for this contract.Approved per
Spending Resolution 2021-01 after discussion with the Chairman.
CHAPTER 2021-194
Committee Substitute for Committee Substitute for
Committee Substitute for House Bill No. 53
An act relating to public works; amending s. 255.0991, F.S.; revising a
prohibition relating to any solicitation for construction services paid for
with state appropriated funds; amending s. 255.0992, F.S.; revising the
definition of the term "public works project"; prohibiting the state or any
political subdivision that contracts for a public works project from taking
specified action against certain persons that are engaged in a public works
project or have submitted a bid for such a project; providing applicability;
amending s. 403.928, F.S.; requiring the Office of Economic and Demo-
graphic Research to include an analysis of certain expenditures in its
annual assessment; creating s. 403.9301, F.S.; providing definitions;
requiring counties, municipalities, and special districts that provide
wastewater services to develop a needs analysis that includes certain
information by a specified date; requiring municipalities and special
districts to submit such analyses to a certain county; requiring the county
to file a compiled document with the coordinator of the Office of Economic
and Demographic Research by a specified date; requiring the office to
evaluate the document and include an analysis in its annual assessment;
providing applicability; creating s. 403.9302, F.S.; providing definitions;
requiring counties, municipalities, and special districts that provide
stormwater management to develop a needs analysis that includes certain
information by a specified date; requiring municipalities and special
districts to submit such analyses to a certain county; requiring the county
to file a compiled document with the Secretary of Environmental
Protection and the coordinator of the Office of Economic and Demographic
Research by a specified date; requiring the office to evaluate the document
and include an analysis in its annual assessment; providing applicability;
providing a determination and declaration of important state interest;
providing an effective date.
Be It Enacted by the Legislature of the State of Florida:
Section 1. Subsection (2) of section 255.0991, Florida Statutes, is
amended to read:
255.0991 Contracts for construction services; prohibited local govern-
ment preferences.—
(2) For any a competitive solicitation for construction services paid for
with any 111 YY VV h n111411 5n n* of th„ st will b d state-
appropriated funds which have been appropriated at the time of the
competitive solicitation, a state college, county, municipality, school district,
or other political subdivision of the state may not use a local ordinance or
regulation to prevent a certified, licensed, or registered contractor,
1
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Ch. 2021-194 LAWS OF FLORIDA Ch. 2021-194
subcontractor, or material supplier or carrier, from participating in the
bidding process that provides a preference based upon:
(a) The contractor's Maintaining an office or place of business within a
particular local jurisdiction;
(b) The contractor's Hiring employees or subcontractors from within a
particular local jurisdiction; or
(c) The contractor's Prior payment of local taxes, assessments, or duties
within a particular local jurisdiction.
Section 2. Paragraph (b) of subsection (1) and subsections (2) and (3) of
section 255.0992, Florida Statutes, are amended to read:
255.0992 Public works projects; prohibited governmental actions.—
(1) As used in this section, the term:
(b) "Public works project" means an activity exceeding $1 million in
value that is of which 50 percent or more of the cost will be paid for with any
from state-appropriated funds that were appropriated at the time of the
competitive solicitation and which consists of the construction, mainte-
nance, repair, renovation, remodeling, or improvement of a building, road,
street, sewer, storm drain, water system, site development, irrigation
system, reclamation project, gas or electrical distribution system, gas or
electrical substation, or other facility, project, or portion thereof that is
owned in whole or in part by any political subdivision.
(2)(a) Except as required by federal or state law,the state or any political
subdivision that contracts for a public works project may not take the
following actions:
(a) Prevent a certified, licensed, or registered contractor, subcontractor,
or material supplier or carrier, from participating in the bidding process
based on the geographic location of the company headquarters or offices of
the contractor, subcontractor, or material supplier or carrier submitting a
bid on a public works project or the residences of employees of such
contractor, subcontractor, or material supplier or carrier.
(b) Require that a contractor, subcontractor, or material supplier or
carrier engaged in a public works such project:
1. Pay employees a predetermined amount of wages or prescribe any
wage rate;
2. Provide employees a specified type, amount, or rate of employee
benefits;
3. Control, limit, or expand staffing; or
2
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Ch. 2021-194 LAWS OF FLORIDA Ch. 2021-194
4. Recruit, train, or hire employees from a designated, restricted, or
single source.
(c)(b) The st�lte or cony political s tea' +1 + + + f b
vaau� ♦.v
works project may not Prohibit any contractor, subcontractor, or material
supplier or carrier able to perform such work that whe is qualified, licensed,
or certified as required by state or local law to perform such work from
receiving information about public works opportunities or from submitting a
bid on the public works project. This paragraph does not apply to vendors
listed under ss. 287.133 and 287.134.
(3) This section does not apply to the following:
(a) Contracts executed under chapter 337.
(b) A use authorized by s. 212.055(1) which is approved by a majority
vote of the electorate of the county or by a charter amendment approved by a
majority vote of the electorate of the county.
Section 3. Paragraph (e) is added to subsection (1) of section 403.928,
Florida Statutes, to read:
403.928 Assessment of water resources and conservation lands.—The
Office of Economic and Demographic Research shall conduct an annual
assessment of Florida's water resources and conservation lands.
(1) WATER RESOURCES.—The assessment must include all of the
following:
(e) Beginning with the assessment due January 1, 2022, an analysis of
the expenditures necessary to repair, replace, and expand water-related
infrastructure. As part of this analysis, the office shall periodically survey
public and private utilities.
Section 4. Section 403.9301, Florida Statutes, is created to read:
403.9301 Wastewater services projections.—
(1) The Legislature intends for each county, municipality, or special
district providing wastewater services to create a 20-year needs analysis.
(2) As used in this section, the term:
(a) "Domestic wastewater" has the same meaning as provided in s.
367.021.
(b) "Facility" means any equipment, structure, or other property,
including sewerage systems and treatment works, used to provide waste-
water services.
(c) "Treatment works" has the same meaning as provided in s.
403.031(11).
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Ch. 2021-194 LAWS OF FLORIDA Ch. 2021-194
(d) "Wastewater services" means service to a sewerage system, as
defined in s. 403.031(9), or service to domestic wastewater treatment works.
(3) By June 30, 2022, and every 5 years thereafter, each county,
municipality, or special district providing wastewater services shall develop
a needs analysis for its jurisdiction over the subsequent 20 years. In
projecting such needs, each local government shall include the following:
(a) A detailed description of the facilities used to provide wastewater
services.
(b) The number of current and projected connections and residents
served calculated in 5-year increments.
(c) The current and projected service area for wastewater services.
(d) The current and projected cost of providing wastewater services
calculated in 5-year increments.
(e) The estimated remaining useful life of each facility or its major
components.
(f) The most recent 5-year history of annual contributions to, expendi-
tures from, and balances of any capital account for maintenance or
expansion of any facility or its major components.
(g) The local government's plan to fund the maintenance or expansion of
any facility or its major components. The plan must include historical and
estimated future revenues and expenditures with an evaluation of how the
local government expects to close anv projected funding gap.
(4) Upon completing the requirements of subsection (3), each munici-
pality or special district shall submit its needs analysis, as well as the
methodology and any supporting data necessary to interpret the results, to
the county within which the largest portion of its service area is located.
Each county shall compile all analyses submitted to it under this subsection
into a single document and include its own analysis in the document. The
county shall file the compiled document with the coordinator of the Office of
Economic and Demographic Research no later than July 31, 2022, and every
5 years thereafter.
(5) The Office of Economic and Demographic Research shall evaluate the
compiled documents from the counties for the purpose of developing a
statewide analysis for inclusion in the assessment due January 1, 2023,
pursuant to s. 403.928.
(6) This section applies to a rural area of opportunity as defined in s.
288.0656 unless the requirements of this section would create an undue
economic hardship for the county, municipality, or special district in the
rural area of opportunity.
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Ch. 2021-194 LAWS OF FLORIDA Ch. 2021-194
Section 5. Section 403.9302, Florida Statutes, is created to read:
403.9302 Stormwater management projections.—
(1) The Legislature intends for each county, municipality, or special
district providing a stormwater management program or stormwater
management system to create a 20-year needs analysis.
(2) As used in this section, the term:
(a) "Facility" means any equipment, structure, or other property,
including conveyance systems, used or useful in connection with providing
a stormwater management program or stormwater management system.
(b) "Stormwater management program" has the same meaning as
provided in s. 403.031(15).
(c) "Stormwater management system" has the same meaning as pro-
vided in s. 403.031(16).
(3) By June 30, 2022, and every 5 years thereafter, each county,
municipality, or special district providing a stormwater management
program or stormwater management system shall develop a needs analysis
for its jurisdiction over the subsequent 20 years. In projecting such needs,
each local government shall include the following:
(a) A detailed description of the stormwater management program or
stormwater management system and its facilities and projects.
(b) The number of current and projected residents served calculated in 5-
year increments.
(c) The current and projected service area for the stormwater manage-
ment program or stormwater management system.
(d) The current and projected cost of providing services calculated in 5-
year increments.
(e) The estimated remaining useful life of each facility or its major
components.
(f) The most recent 5-year history of annual contributions to, expendi-
tures from, and balances of any capital account for maintenance or
expansion of any facility or its major components.
(g) The local government's plan to fund the maintenance or expansion of
any facility or its major components. The plan must include historical and
estimated future revenues and expenditures with an evaluation of how the
local government expects to close any projected funding gap.
(4) Upon completing the requirements of subsection (3), each munici-
pality or special district shall submit its needs analysis, as well as the
5
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Ch. 2021-194 LAWS OF FLORIDA Ch. 2021-194
methodology and any supporting data necessary to interpret the results, to
the county within which the largest portion of its stormwater management
program or stormwater management system is located. Each county shall
compile all analyses submitted to it under this subsection into a single
document and include its own analysis in the document.The county shall file
the compiled document with the Secretary of Environmental Protection and
the coordinator of the Office of Economic and Demographic Research no later
than July 31, 2022, and every 5 years thereafter.
(5) The Office of Economic and Demographic Research shall evaluate the
compiled documents from the counties for the purpose of developing a
statewide analysis for inclusion in the assessment due January 1, 2023,
pursuant to s. 403.928.
(6) This section applies to a rural area of opportunity as defined in s.
288.0656 unless the requirements of this section would create an undue
economic hardship for the county, municipality, or special district in the
rural area of opportunity.
Section 6. The Legislature determines and declares that this act fulfills
an important state interest.
Section 7. This act shall take effect July 1, 2021.
Approved by the Governor June 29, 2021.
Filed in Office Secretary of State June 29, 2021.
6
CODING: Words stricken are deletions; words underlined are additions.