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Naples Heritage 04/02/2024 Agenda � 611A3 Naples Heritage Community Development District Inframark, Community Management Services 210 North University Drive, Suite 702, Coral Springs, Florida 33071 Telephone (954) 603-0033 •Fax(954) 345-1292 DATE: August 14, 2024 TO: Marty Rustin Collier Clerk's Office minutesandrecords@collierclerk.com FROM: Janice Swade Lead District Administrative Assistant RE: Minutes of the April 2, 2024 Meeting as Approved at the May 7, 2024 Meeting Enclosed for your records is a copy of the minutes and corresponding attachments from the above referenced meeting of the Naples Heritage Community Development District, which are to be kept on file for public access during normal business hours. Cc: Mr. Gregory Urbancic gurbancic@cvklawfirm.com justin.faircloth@inframark.com Gm@nhgcc.com 16 11A3 Naples Heritage Community Development District Board of Supervisors District Staff Kenneth Gaynor, Chairperson Justin Faircloth, District Manager Gerald James, Vice Chairperson Gregory Urbancic, District Counsel Richard Leonhard, Assistant Secretary Terry Cole, District Engineer Philip Smith, Assistant Secretary Gordon Mettam, Assistant Secretary Meeting Agenda Tuesday, April 2, 2024—9:00 a.m. 1. Roll Call 2. Approval of Agenda 3. Public Comment on Agenda Items 4. Approval of Minutes of the March 5,2024 Meeting 5. New Business 6. Old Business A. Club Updates i. Colonial Court Melaleuca Removal ii. Colonial Court Fence Installation B. Fiscal Year 2024 Lake Bank Restoration C. Pristine Lakes & Wetlands Lake 9 Restoration Update D. Colonial Court West Preserve Planting Discussion E. Cypress Pointe Tree Discussion 7. Attorney's Report 8. District Manager's Report A. Acceptance of Financial Report as of February 29, 2024 B. SOLitude Lake Management C. Presentation of the 1st Quarter Website Audit Compliance Report D. Discussion of Fiscal Year 2025 Modified Tentative Budget E. Follow-up Items i. MRI Updates 9. Engineer's Report 10. Supervisor Comments 11. Audience Comments 12. Adjournment The next meeting and Budget Public Hearing is scheduled for Tuesday, May 7, 2024 at 9:00 a.m. District Office: Meeting Location: Inframark,Community Management Services Naples Heritage Golf&Country Club Clubhouse 210 North University Drive,Suite 702 8150 Heritage Club Way Coral Springs,Florida 33071 Naples,Florida 34112 954-603-0033 239-417-2555 www.naplesheritagecdd.com apte6 News 16 I 1 A 3 PART OF THE USA TODAY NET WORK 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- Affidavit of Publication velopment District will hold their meetings for Fiscal Year 2023/2024 at the Naples Heritage Golf and Country Club Club- STATE OF WISCONSIN house, 8150 Heritage Club Way, Naples, Florida at 9:00 a.m. as COUNTY OF BROWN follows: November 7,2023 Before the undersigned authority personally appeared,who January 2,2024 March 5,2024(FY 2025 Budget Approval) on oath says that he or she is the Legal Coordinator of the April 2,2024 Naples Daily News,published in Collier County, Florida; May 7.2024(FY 2025 Budget Adoption that the attached copy of advertisement,being a Public The meetings are open to the public and will be con- Notices,was published on the publicly accessible website ducted in accordance with the provision of Florida Law for Com- munity Development Districts. There may be occasions when of Collier and Lee Counties, Florida, or in a newspaper by one or more Supervisors may participate via phone. Any inter- rint in the issues of,on: ested person can attend the meeting at the above location and P be fully informed of the discussions taking place. Meetings may be continued to a date,time and location to be specified on the record at the meetings without additional publication of notice. Issue(s)dated:09/27/2023 A copy of the agenda for these meetings may be obtained from the District Manager's Office, 210 North University Drive, Suite 702, Coral Springs, Florida 33071, (954) 603-0033, or by visiting Affiant further says that the website or newspaper complies the District's website at www.naplesheritagecdd.com. Addition- with all legal requirements for publication in chapter 50, ally, interested parties may refer to the District's website for the latest District information. Florida Statutes. Pursuant to the provisions of the Americans with Disa- bilities Act, any person requiring special accommodations at these meetings because of a disability or physical impairment should contact the District Manager's Office at least forty-eight (48)hours prior to the meeting. If you are hearing or speech im- Subscribed and sworn to before me,by the legal clerk,who paired, please contact the Florida Relay Service by dialing 7-1-1. is personally Known to me,on September 27,2023: or 1-800-955-8771 (TTY)/1-800-955-8770 (Voice),for aid in con- tacting the District Manager's Office. Each person who decides to appeal any action taken at these meetings is advised that person will need a record of the pro- ceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made, including ! the testimony and evidence upon which such appeal is to be Notary,State oun y own based Justin Feircloth 5 15 'EC7-2 September 27,2023 #5831539 District Manager My commission expires Publication Cost:$357.00 Ad No:0005831539 Customer No: 1306647 PO#: NANCY HE-YRMAN #of Affidavits) Nowry This is not an invoice ,,,ate of liViJen; n From: Humenay, Dylan !humenay@sfwmd.gov 16 I 1 A 5 Subjec! RE: Naples Heritage Fence Date Mar 22, 2024 at. 11:04:32AM Tc KENNETH GAYNOR ,,,1—..::,,..,11,6bcs.corn Good Morning Ken, There doesn't appear to any indication of the fences location in the permit and engineering plans. I am okay with the fence being placed in either location you mentioned but I think it would be best to place the fence along the southern side of the ROW parcel that way the entirety of the property is enclosed. Also since parcel is not under a conservation easement and your CDD ever elects to use it for mitigation there will not be a need to move or install a new fence. Thank you, Dylan DYLAN HUMENAY Environmental Analyst 111 ifitili t. South Florida Water Management District : Fort Myers Service Center ``-.,.�:'' 2301 McGregor Blvd, Fort Myers, FL 33901 `r ---'., Phone:239.338-2929 Ext: 7755 Email: dhumenay_Qsfwmd.gQy _goz :e*z_____ _Qt Note: While the District supports that it is commonplace and convenient to collaborate via email during the pre-application/ application process,Permit Applications and Responses to a Request for Additional Information(RAI)submitted via email are nil an official submittal(Section 4.4 of Environmental Resource Permit Applicant's Handbook Volume i). For timely and efficient processing of permit applications and RAI responses,please submit online using ePermitting (link above). From: KENNETH GAYNOR < rplesken@cs.corr> Sent: Thursday, March 21, 2024 5:36 PM To: Humenay, Dylan <dhumenay@srwma.go Subject: Re: Naples Heritage Fence You don't often get email from i pleskenu)cs.eoin Learn why this is important !Please, remember, this is an external email] Dylan, Thanks. Look forward to your answer. Yes we are clearing the melaleuca. Although they were outside the fence line they in fact knocked down the fence. Ken Sent from my iPad On Mar 21, 2024, at 3:48 PM, Humenay, Dylan <c htimenay@sfwmd.gov wrote: Fran, Chad Montgomery :;csuper@ nhgcc.com 16 I 1 A 3 Subjec L Plantings is 5 acres Da.,: Mar 26, 2024 at 11:56:16AM I Ken Gaynor lap►eshenLwcs.corn We can plant and have planted the following material for $4213.50 4 field-grown sabal palms (345.00 each) 4 25-gallon buttonwood (345.00 each) 12 7-gallon saw palmetto (45.00 each) 15 7-gallon wax myrtle (25.00 each) 15 7gallon cocoplum (20.00 each) We would just spread the plants out more than the original quote. Chad Montgomery '. Director of Green&Grounds Naples Heritage Golf&Country Club 239-732-9149 gcsuper@nhgcc.com Mission Statement: Naples Heritage is a casual yet refined golf and country club, supporting an active lifestyle with excellent amenities. Our team provides exceptional hospitality by exceeding expectations, creating lifelong memories; and lasting friendships for our members and guests 1 6 I 1A3 NAPLES HERITAGE Community Development District Financial Report February 29, 2024 Prepared by 6INFRAMARK INFRASTRUCTURE MANAGEMENT SERVICES NAPLES HERITAGE 1 6 I 1 A 3 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 16I 1A3 NAPLES HERITAGE Community Development District Financial Statements (Unaudited) February 29, 2024 NAPLES HERITAGE 16 I 1 A 3 Community Development District General Fund Balance Sheet February 29, 2024 ACCOUNT DESCRIPTION TOTAL ASSETS Cash-Checking Account $ 97,942 Due From Other Gov'tl Units 35 Investments: Money Market Account 108,133 Deposits 560 TOTAL ASSETS $ 206,670 LIABILITIES Accounts Payable $ 5,581 Accrued Expenses 13,895 TOTAL LIABILITIES 19,476 FUND BALANCES Nonspendable: Deposits 560 Assigned to: Operating Reserves 21,939 Reserves-Fountains 1,200 Reserves-Road and Lakes 27,671 Unassigned: 135,824 TOTAL FUND BALANCES $ 187,194 TOTAL LIABILITIES&FUND BALANCES $ 206,670 Page 1 16 I 1 A NAPLES HERITAGE Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending February 29, 2024 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE(S) AS A%OF FEB-24 FEB-24 ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD BUDGET ACTUAL REVENUES Interest-Investments $ 240 $ 100 $ 3,318 $ 3,218 1382.50% $ 20 $ 860 Interest-Tax Collector - - 147 147 0.00% - - Special Assmnts-Tax Collector 179,776 170,418 172,345 1,927 95.87% 8,173 9,776 Special Assmnts-Discounts (7,191) (7,119) (6,676) 443 92.84% (529) (214) TOTAL REVENUES 172,825 163,399 169,134 5,735 97.86% 7,664 10,422 EXPENDITURES Administration P/R-Board of Supervisors 5,000 2,000 1,800 200 36.00% - - FICA Taxes 383 153 138 15 36.03% - - ProfServ-Engineering 2,000 833 - 833 0.00% 167 - ProfServ-Field Management 922 - - - 0.00% - - ProfServ-Legal Services 3,500 1,458 1,018 440 29.09% 292 39 ProfServ-MgmtConsulting 25,457 10,607 10,607 - 41.67% 2,121 2,121 ProfServ-Property Appraiser 2,697 2,697 464 2,233 17.20% - - ProfServ-Web Site Maintenance 736 307 307 - 41.71% 61 61 Auditing Services 3,200 1,600 1,600 0.00% - - - Postage and Freight 750 313 51 262 6.80% 63 4 Insurance-General Liability 7,747 7,747 9,406 (1,659) 121.41% - - Printing and Binding 720 300 162 138 22.50% 60 42 Legal Advertising 2,400 1,000 529 471 22.04% 200 529 Misc-Assessment Collection Cost 3,596 3,408 3,313 95 92.13% 163 191 Misc-Contingency 376 157 26 131 6.91% 31 (3,000) Misc-Web Hosting 1,823 760 776 (16) 42.57% 152 388 Office Expense 250 104 150 (46) 60.00% 21 75 Annual District Filing Fee 175 175 175 - 100.00% - - Total Administration 61,732 33,619 28,922 4,697 46.85% 3,331 450 Field Contracts-Fountain 737 307 369 (62) 50.07% 61 - Contracts-Aerator Maintenance 3,550 1,479 1,011 468 28.48% 296 - Electricity-Aerator 8,400 3,500 3,364 136 40.05% 700 545 R&M-Fence 480 200 - 200 0.00% 40 - R&M-Lake 37,500 15,625 - 15,625 0.00% 3,125 - Misc-Contingency 16,886 7,036 2,574 4,462 15.24% 1,407 - Capital Outlay 16,000 6,667 - 6,667 0.00% 1,333 - Total Field 83,553 34,814 7,318 27,496 8.76% 6,962 545 Reserves Reserve-Fountain 200 200 200 0.00% - - - Reserve-Roads and Lakes 27,340 27,340 27,340 0.00% - - - Total Reserves 27,540 27,540 - 27,540 0.00% - - TOTAL EXPENDITURES&RESERVES 172,825 95,973 36,240 59,733 20.97% 10,293 995 Page 2 NAPLES HERITAGE ' 6 I 1 A 2 Community Development District General Fund :7 Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending February 29, 2024 ANNUAL YTD ACTUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) AS A%OF FEB-24 FEB-24 ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) ADOPTED BUD BUDGET ACTUAL Excess(deficiency)of revenues Over(under)expenditures - 67,426 132,894 65,468 0.00% (2,629) 9,427 Net change in fund balance $ - $ 67,426 $ 132,894 $ 65,468 0.00% $ (2,629) $ 9,427 FUND BALANCE,BEGINNING(OCT 1,2023) 54,300 54,300 54,300 FUND BALANCE,ENDING $ 54,300 $ 121,726 $ 187,194 Page 3 161 1A3 NAPLES HERITAGE Community Development District Supporting Schedules February 29, 2024 NAPLES HERITAGE 16 I 1 A 3 Community Development District Non-Ad Valorem Special Assessments - Collier County Tax Collector Monthly Collection Distributions For the Fiscal Year Ending September 30, 2024 Discount/ Gross Date Net Amount (Penalties) Collection Amount Received Received Amount Costs Received Assessments Levied $ 179,776 Allocation % 100% 10/30/23 $ 883 $ 50 $ 18 $ 951 11/06/23 1,505 64 31 1,600 11/14/23 16,558 704 338 17,600 11/20/23 23,594 1,005 482 25,081 11/24/23 20,228 860 413 21,501 12/06/23 34,501 1,467 704 36,672 12/12/23 33,820 1,437 690 35,947 12/22/23 11,681 495 238 12,414 01/10/24 10,216 381 208 10,805 02/08/24 9,371 214 191 9,776 TOTAL $ 162,357 $ 6,677 $ 3,313 $ 172,347 COLLECTED 95.9% TOTAL OUTSTANDING $ 7,429 Page 4 NAPLES HERITAGE 1 6 I 1 A 3 Community Development District Cash and Investment Balances February 29, 2024 ACCOUNT NAME BANK NAME YIELD MATURITY BALANCE GENERAL FUND Checking Account-Operating Valley National 5.38% N/A 97,942 Money Market Account BankUnited 5.25% N/A 108,133 Total $ 206,075 Page 5 _ _ 1b1 1A � O r CD O 0 0 CO N r N M N- N •- O O C tO M fl O N 0 0 = to W N M Y) N g .O M V co O m O M CA 46 h r 46 O O O m r W m r N O CO CO M C) CO tO CD O V a V Qa N,si,- MM to 6 O fH fA fA f9 C9 b9 C9 C9 CO mMW N! 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Florida Statute Chapter 189.069 states that effective October, 2015, every CDD in the state is required to maintain a fully compliant website for reporting certain information and documents for public access. The CWCA is a reporting system comprised of quarterly audits and an annual summary audit to meet full disclosure as required by Florida law. These audits are designed to assure that CDDs satisfy all compliance requirements stipulated in Chapter 189.069. Compliance Criteria The CWCA focuses on the two primary areas -website accessibility as defined by U.S. federal laws, and the 16-point criteria enumerated in Florida Statute Chapter 189.069. 0 ADA Website Accessibility Several federal statutes (American Disabilities Act, Sec. 504 and 508 of the Rehabilitation Act of 1973) require public institutions to ensure they are not discriminating against individuals on the basis of a person's disability. Community websites are required to conform to web content accessibility guidelines - WCAG 2.1, which is the international standard established to keep websites barrier-free and the recognized standard for ADA-compliance. Quarterly Compliance Audit Report 2 161 1A3 12" Florida Statute Compliance Pursuant to F.S. 189.069. every CDD is required to maintain a dedicated website to serve as an official reporting mechanism covering, at minimum, 16 criteria. The information required to report and have fully accessible spans: establishment charter or ordinance, fiscal year audit, budget, meeting agendas and minutes and more. For a complete list of statute requirements, see page 3. Audit Process The Community Website Compliance Audit covers all CDD web pages and linked PDFs.* Following the WCAG 2.1 levels A,AA, and AAA for web content accessibility, a comprehensive scan encompassing 312 tests is conducted for every page. In addition, a human inspection is conducted to assure factors such as navigation and color contrasts meet web accessibility standards. See page 4 for complete accessibility grading criteria. In addition to full ADA-compliance,the audit includes a 16-point checklist directly corresponding with the criteria set forth in Florida Statute Chapter 189.069. See page 5 for the complete compliance criteria checklist. * NOTE: Because many CDD websites have links to PDFs that contain information required by law (meeting agendas, minutes, budgets, miscellaneous and ad hoc documents, etc.), audits include an examination of all associated PDFs. PDF remediation and ongoing auditing is critical to maintaining compliance. Quarterly Compliance Audit Report 3 161 1A3 0 ADA Website Accessibility Result: PASSED Accessibility Grading Criteria Passed Descriptio I Passed Website errors* 0 WCAG 2.1 errors appear on website pages causing issues** Passed Keyboard navigation The ability to navigate website without using a mouse Passed Website accessibility policy A published policy and a vehicle to submit issues and resolve issues Passed Color contrast Colors provide enough contrast between elements Passed Video captioning Closed-captioning and detailed descriptions Passed PDF accessibility Formatting PDFs including embedded images and non-text elements Passed Site map Alternate methods of navigating the website *Errors represent less than 5%of the page count are considered passing **Error reporting details are available in your Campus Suite Website Accessibility dashboard Quarterly Compliance Audit Report 4 161 1A3 ? Florida F.S. 189.069 Requirements Result: PASSED Compliance Criteria Passed Description Passed Full Name and primary contact specified Passed Public Purpose Passed Governing body Information Passed Fiscal Year Passed Full Charter (Ordinance and Establishment) Information Passed CDD Complete Contact Information Passed District Boundary map Passed Listing of taxes,fees,assessments imposed by CDD Passed Link to Florida Commission on Ethics Passed District Budgets (Last two years) Passed Complete Financial Audit Report Passed Listing of Board Meetings Passed Public Facilities Report,if applicable Passed Link to Financial Services Passed Meeting Agendas for the past year,and 1 week prior to next Quarterly Compliance Audit Report 5 161 1 A3 Accessibility overview Everyone deserves equal access. in 19 With nearly 1-in-5 Americans having some sort of disability-visual, hearing, motor, of population has a disability. cognitive -there are literally millions of 611. • � • reasons why websites should be fully accessible and compliant with all state and federal laws.Web accessibility not only keeps board members on the right side of the law, but enables the entire community to access all Sight, hearing, physical,cognitive. your web content. The very principles that drive accessible website design are also good for those without disabilities. The legal and right thing to do Several federal statutes (American Disabilities Act, Sec. 504 and 508 of the Rehabilitation Act of 1973) require public institutions to ensure they are not discriminating against individuals on the basis of a person's disability. Community websites are required to conform to web content accessibility guidelines, WCAG 2.1,the international standard established to keep websites barrier-free. Plain and simple, any content on your website must be accessible to everyone. Quarterly Compliance Audit Report 6 16I 1A3 ADA Compliance Categories Most of the problems that occur on a website fall in one or several of the following categories. 0 0 Contrast and colors ° Some people have vision disabilities that hinder picking up contrasts, and some are color blind, so there needs to be a distinguishable contrast between text and background colors. This goes for buttons, links, text on images - everything. Consideration to contrast and color choice is also important for extreme lighting conditions. Contract checker: http://webaim.org/resources/contrastchecker Using semantics to format your HTML pages When web page codes are clearly described in easy-to-understand terms, it enables broader sharing across all browsers and apps. This `friendlier' language not only helps all the users, but developers who are striving to make content more universal on more devices. ae Text alternatives for non-text content 8 Written replacements for images, audio and video should provide all the same descriptors that the non-text content conveys. Besides helping with searching, clear, concise word choice can make vivid non-text content for the disabled. Helpful article:http://webaim.org/techniques/alttext Quarterly Compliance Audit Report 7 t611A3 Ability to navigate with the keyboard Not everyone can use a mouse. Blind people with many with motor disabilities have to use a keyboard to make their way around a website. Users need to be able to interact fully with your website by navigating using the tab, arrows and return keys only.A"skip navigation" option is also required. Consider using WAI-ARIA for improved accessibility, and properly highlight the links as you use the tab key to make sections. Helpful article: www.nngroup.com/articles/keyboard-accessibility Helpful article: http://webaim.org/techniques/skipnav CkEasy to navigate and find information Finding relevant content via search and easy navigation is a universal need. Alt text, heading structure, page titles, descriptive link text (no 'click here' please) are just some ways to help everyone find what they're searching for. You must also provide multiple ways to navigate such as a search and a site map. Helpful article: http://webaim.ora/techniques/sitetools/ -- Properly formatting tables mill Tables are hard for screen readers to decipher. Users need to be able to navigate through a table one cell at a time. In addition to the table itself needing a caption, row and column headers need to be labeled and data correctly associated with the right header. Helpful article: http://webaim.org/techniques/tables/data Quarterly Compliance Audit Report 8 16I 1A3 OMaking PDFs accessible PDF files must be tagged properly to be accessible, and unfortunately many are not. Images and other non-text elements within that PDF also need to be ADA-compliant. Creating anew is one thing; converting old PDFs - called PDF remediation -takes time. Helpful articles: http://webaim.org/techniques/acrobat/acrobat 0 Making videos accessible Simply adding a transcript isn't enough.Videos require closed captioning and detailed descriptions (e.g., who's on-screen, where they are,what they're doing, even facial expressions) to be fully accessible and ADA compliant. Helpful article: http://webaim.org/techniques/captions 41 Making forms accessible Forms are common tools for gathering info and interacting. From logging in to registration, they can be challenging if not designed to be web-accessible. How it's laid out, use of labels, size of clickable areas and other aspects need to be considered. Helpful article: http://webaim.orq/techniques/forms 55 88 Alternate versions Attempts to be fully accessible sometimes fall short, and in those cases, alternate versions of key pages must be created. That is, it is sometimes not feasible (legally, technically) to modify some content.These are the `exceptions, but still must be accommodated. Quarterly Compliance Audit Report 9 1 6 I 1A3 A? Feedback for users To be fully interactive,your site needs to be able to provide an easy way for users to submit feedback on any website issues. Clarity is key for both any confirmation or error feedback that occurs while engaging the page. • ' Other related requirements O. No flashing Blinking and flashing are not only bothersome,but can be disorienting and even dangerous for many users. Seizures can even be triggered by flashing, so avoid using any flashing or flickering content. Timers Timed connections can create difficulties for the disabled. They may not even know a timer is in effect, it may create stress. In some cases (e.g., purchasing items), a timer is required, but for most school content, avoid using them. Fly-out menus Menus that fly out or down when an item is clicked are helpful to dig deeper into the site's content, but they need to be available via keyboard navigation, and not immediately snap back when those using a mouse move from the clickable area. No pop-ups Pop-up windows present a range of obstacles for many disabled users, so it's best to avoid using them altogether. If you must, be sure to alert the user that a pop-up is about to be launched. Quarterly Compliance Audit Report 10 1 6 I 1A3 Web Accessibility Glossary Assistive technology Hardware and software for disabled people that enable them to perform tasks they otherwise would not be able to perform (e..g., a screen reader) WCAG 2.0 Evolving web design guidelines established by the W3C that specify how to accommodate web access for the disabled 504 Section of the Rehabilitation Act of 1973 that protects civil liberties and guarantees certain rights of disabled people 508 An amendment to the Rehabilitation Act that eliminates barriers in information technology for the disabled ADA American with Disabilities Act (1990) Screen reader Software technology that transforms the on-screen text into an audible voice. Includes tools for navigating/accessing web pages. 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