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11/07/2024 Agenda Heritage Bay Community Development District 1 6 1 1 A 1 Board of Supervisors District Staff ❑ Edwin Hubbard, Chairperson ❑Justin Faircloth, District Manager ❑ F. Jack Arcurie, Vice Chairperson ❑ Gregory Urbancic, District Counsel ❑ Vacant, Assistant Secretary ❑ Jeffrey Satfield, District Engineer ❑ Steven Bachenberg, Assistant Secretary ❑ Allen Soucie, Assistant Secretary REVISED Regular Meeting Agenda Thursday,November 7, 2024—9:00 a.m. 1. Call to Order/Roll Call 2. Approval of Agenda 3. Public Comments on Agenda Items 4. Organizational Matters A. Oath of Offices for Newly Elected Supervisors Via General Election for Seats 1 & 2 B. Consideration of Resolution 2025-01 —Election of Officers 5. Engineer's Report A. September Water Quality Monitoring Review— September 3 & 4 6. SOLitude Lake Management A. Monthly Inspections & Service Reports B. Progress in the Control of Torpedo Grass C. Removal of all Carolina Willow in Lake 4 Littoral Shelf—Northwest Corner D. Lake 19 Proposal 7. Legal Update A. Update on Potential to Challenge FEMA Ruling Precluding Return of Funds from Hurricane Irma 8. Old Business A. Joint CDD & Club Projects for Summer 2024 i. Lake 1 —North Bank ii. Rebuild of CS-102 Retention Area B. Club Plans for Control of Fluff Elevation on a Regular Basis C. Lake 7 West Bank Washout— Satellite Pool Area D. Club Pools Discharge of Water—Collier County Dewatering Protocol E. Infrastructure & Facilities Management Report i. Potential Projects for Consideration—Summer 2025 F. Adherence to HB 7013 —Special Districts' Performance Measures & Standards 9. New Business A. Presentation of 3`d Quarter Website Audit Report B. Single Family Pool Washout Concern District Office: Meetinc Location: Inframark,Community Management Services Heritage Bay Clubhouse 210 North University Drive, Suite 702 10154 Heritage Bay Boulevard Coral Springs, Florida 33071 Naples,Florida 34120 (954)603-0033 (239)353-7056 www.heritagebavcdd.com 11 Al Heritage Bay CDD November 7, 2024 REVISED Agenda Page 2 10. Manager's Report A. Approval of the Minutes of the September 5, 2024 Meeting B. Acceptance of Financial Report as of September 30, 2024 i. District Manager Summary Report of All Expenditures to Date—Surface Water Management System C. Motion to Assign Fund Balance D. Consideration of Fiscal Year 2024 Audit Engagement Letter E. Field Manager& Supervisors' Quarterly Report—November 14, 2024 F. Review&Discussion of Action Items on District Manager's September 5, 2024 "Open Items" Report G. Inframark Field Management Services Discussion 11. Supervisor Comments 12. Chairperson Comments 13. Audience Comments 14. Adjournment The next CDD Meeting is scheduled to be held Thursday, December 5, 2024 at 9:00 a.m. District Office: Meeting Location: Inframark,Community Management Services Heritage Bay Clubhouse 210 North University Drive,Suite 702 10154 Heritage Bay Boulevard Coral Springs,Florida 33071 Naples,Florida 34120 (954)603-0033 (239)353-7056 www.heritagebaycdd.com 1611A1 N N LLT_of^LV piy r p3-V Vd ddddV dL-�N° T« 'LTOOC'UL-DpaUd= LO, L> 7>.d =Q0y Uwp`nE� dfipV s daEddO _ amDm 0 faa-ofWiV/ Z I- Oa`^o �L ° L LC3«d'$>' a d OO •c. Eo E ES'E hyc•o °� pjpn.>Yn >a dc.cDc c"- w o> s 2 c a a nDa"o6a^°anoo ^ $w- ¢�aap E-°>` : du iE mam dot�oEo d�NrvO Dt= c¢ogE °E15 adPd' ao2vd t rn £uvoa D- f id Dnmac` rn «ELO° °iycE - wQo Ya `T NpD=rn. 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STATE OF FLORIDA County of (©Li-1 r I do solemnly swear (or affirm) that I will support, protect, and defend the Constitution and e Government of the United States and of the State of Florida; that I am duly qualified to hold office under the Constitution of the State, and that I will well and faithfully perform the duties of 1 It) LA) ►N g. I4 u flew) 1-64eA r e. &iv coo LtkAvK S&,r~ (Full Name of Office—Abbreviations Not Accepted) on which I am now about to enter, so help me God. [NOTE: If you affirm, you may omit the w elp me God."See §92.52,Fla. Stat.] Signature (Affix Seal Below) Sworn to and subscribed before me by means of ;ysical presence Or online notarization this 2 day of ✓f i vcim, y.""' , 20 Le-4 t ---,,...... _..,0 Si tup.of fficer Administering Oath or of Notary Public , � t/a i aµµ 3$8Q68 \ Print, Type, or Stamp Commissioned Name of Notary Public OTH PA; lAY Duos:Munn . i n Personally Knowrr Produced Identification El Type of Identification Produced ACCEPTANCE I accept the office listed in the above Oath of Office. Mailing Address: Home El Office 0t4-4JM/W l ©24 I Y bR 6 �f �w i N Street or Post Office Box Print Na ( .5 L 1=t. 3�112 0 _r—�1, (,.----r- City, State,Zip Code Signature DS-DE 56(Rev.09123) 1611A1 RESOLUTION 2025-01 A RESOLUTION ELECTING OFFICERS OF HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT WHEREAS, the Board of Supervisors of Heritage Bay Community Development District at a regular business meeting, held on November 7, 2024, following the General Election desires to elect the below recited persons to the offices specified. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT: 1. The following persons were elected to the offices shown, to wit: ira.44d Chairperson r � l d ,4/ G //.�_ Vice Chairperson Justin Faircloth Secretary Leah Popelka Treasurer Angel Montagna Assistant Treasurer , ry Assistant Secretary Assistant Secretary Assistant Secretary PASSED AND ADOPTED THIS, 7th DAY OF NOVEMBER 2024. Chairperson 7/ J Faircloth retary 16I1A1 OATH OF OFFICE (Art.II. §5(b),Fla. Const.) STATE OF FLORIDA County of t o (!=.e-Q, I do solemnly swear (or affirm) that I will support, protect, and defend the Constitution and Government of the United States and of the State of Florida; that I am duly qualified to hold office under the Constitution of the State, and that I will well and faithfully perform the duties of F.--LaFe i ( C p St -otAiis�2 S,eat )— (Full Name of(9ffice—Areviations Not Accepted) on which I am now about to enter, so help me God. [NOTE: If you affirm, you may omit the words"so help me God."See § 92.52, Fla. Stat.] Signature t (Affix Seal Below) Sworn to and subscribed before me by means of physical presence Or online notarization this 2 day of (1/0 PlY.« , 20 •$-"N., JUST NT.FAIRCLoTH Sr' ,re of Officer Administering Oath or of Notary Public :i • *: MY COMMISSION N HH 388068%►"�' EXPIRES:Maul 1,2027 c 7v �j �.'qv 1a+--� l d f}"t Print, Type, or Stamp Commissioned Name of Notary Public Personally Known or Produced Identification Type of Identification Produced ACCEPTANCE I accept the office listed in the above Oath of Office. Mailing Address: Home p/ Office to ttPgr-ras12. az 61J`- Ekc„A .i / -ramt.uz4 Street or Post Office Box Print Name (Y to c r t. 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Specialist State License Number Work Order Assets Asset Status Product Work Type Heritage Bay CDD-Lake-All Treated Service Parameters Asset Product Work Type Specialist Comments to Customer Heritage Bay CDD-Lake-All TRASH/DEBRIS COLLECTION(IN HOUSE) Heritage Bay CDD-Lake-All SHORELINE WEED CONTROL Heritage Bay CDD-Lake-AII LAKE WEED CONTROL Heritage Bay CDD-Lake-All ALGAE CONTROL Heritage Bay CDD-Lake-All Service Report SLITUDE LAKE MANAGEMENT Account Heritage Bay CDD Work Order 00708766 Contact Justin Faircloth Work Order 00708766 Address 10154 Heritage Bay Blvd. Number Naples,FL 34120 United States Created Date 10/8/2024 Work Details Specialist Inspected all lakes before the hurricane hits. Prepared By EGGY SUAREZ Comments to Water level very high.We will be visiting after to Customer check and solve any problems related to the lakes.Stay safe. Work Order Assets Asset Status Product Work Type Heritage Bay CDD-Lake-All Inspected Service Parameters Asset Product Work Type Specialist Comments to Customer Heritage Bay CDD-Lake-All TRASH/DEBRIS COLLECTION(IN HOUSE) Heritage Bay CDD-Lake-All SHORELINE WEED CONTROL Heritage Bay CDD-Lake-All LAKE WEED CONTROL Heritage Bay CDD-Lake-All ALGAE CONTROL Heritage Bay CDD-Lake-AII Service Report SQLITUDE LAKE MANAGEMENT Account Heritage Bay CDD Work Order 00711515 Contact Justin Faircloth Work Order 00711515 Address 10154 Heritage Bay Blvd. Number Naples,FL 34120 United States Created Date 10/3/2024 Work Details Specialist Treated lakes 26,27 and 6 for algae,floating Prepared By EGGY SUAREZ Comments to and submerged vegetation.Water level Customer dropping.Fish and birds observed.Thank you for your business. Work Order Assets Asset Status Product Work Type Heritage Bay CDD-Wetland-All Treated Service Parameters Asset Product Work Type Specialist Comments to Customer Heritage Bay CDD-Wetland-All INVASIVES CONTROL Heritage Bay CDD-Wetland-All TRASH/DEBRIS COLLECTION(IN HOUSE) Heritage Bay CDD-Wetland-AII SHORELINE WEED CONTROL Heritage Bay CDD-Wetland-AII Service Report SGLITUDE LAKE MANAGEMENT Account Heritage Bay CDD Work Order 00711878 Contact Justin Faircioth Work Order 00711878 Address 10154 Heritage Bay Blvd. Number Naples,FL 34120 United States Created Date 10/29/2024 Work Details Specialist Inspected all lakes for grasses,algae and Prepared By MASON MAHER Comments to aquatic plants.Treated lake 6 foe algae and Customer submerged vegetation.Water level high.Fish, birds and alligators observed.Thank you for your business. Specialist State License Number Work Order Assets Asset Status Product Work Type Heritage Bay CDD-Lake-All Treated Service Parameters Asset Product Work Type Specialist Comments to Customer Heritage Bay CDD-Lake-All TRASH/DEBRIS COLLECTION(IN HOUSE) Heritage Bay CDD-Lake-AII SHORELINE WEED CONTROL Heritage Bay CDD-Lake-All LAKE WEED CONTROL Heritage Bay CDD-Lake-AII ALGAE CONTROL Heritage Bay CDD-Lake-AII HERITAGE BAY CDD LAKES INSPECTION REPORT Below are my observations on Friday, October 25, 2024. Lake 1—No issues. Lake 2—No issues. Lake 3-Algae observed around the perimeter. Algae appears to be from new growth of submersed vegetation, chara. ...171 .,i,i. -.:.,, . ilif 71tr. .,40,i, , ...- _ 'mar, - . g:.. 11,0. 1 'Y I; o .,t, ' `.l • (�+ ! jTe ems �.�' c i♦ - j I ' t 1 Rr 111/ j ' - ' ,. l� � 4. ik 1 , t, i , 1 1 is �l 1 , y • - - y r+• ;: s .14$ 4. - 7 October 25, 2024 Page 1 Lake 4—New growth limnophila observed in the eastern corner. Chara observed as well. A single cattail was observed along the shoreline. i _,:f , y , { \ \Sic • „, ' •4:,;,, _...:-,,- ' :)0:ii#4,, 1,/-(1'' ‘.' '' ,c' 'N ", , 4.,et.' ki 1.03 io,,-.0. iiiiiiit4.. .,.i , , ,II .,...' ,, . 1 _;r . r' . , rleardigi. w—' • • `4- t J iii , . .. - ___ . ,t ,3,,4 ,., '�; 1 K „ 1 - it: 4j * i. Lake 5—No issues. October 25, 2024 Page 2 Lake 6—Chara observed around the perimeter appears to be dying off from recent treatment on 10/16 saw _ 1 4"W V P Mit -.--- 01 .o-r- a .c.sy . 7y& ' '.: 7:'lbI 4 -Trigkr.:. . .,41.. ....1.--. . .. 7 lir � "• -.Ai,.� ' K 1 •y e � `\ Vi � t ' i R • Lake 7—No issues. Lake 8—No issues. October 25, 2024 Page 3 Lake 9—Illinois pondweed observed around the perimeter. �; 4 "�,jrir a .eA. a ... J 7 -i a4 ism •fi r __ ill iii " _gale 1- , '- f. mar >�11 iw aw u4. it M� M �1,f - ,. . , . } w ', . . k .... ., _. . �`rt _ cif __ 'f„. iM� ' „h.. al'a' ''` a•' Lake 10—No issues. Lake 11—No issues. Lake 12—No issues October 25, 2024 Page 4 Lake 13-Minor torpedograss within the littorals. - - .. r tr' ..f-,-).- . -'4,"-., IR "il. . - V* „ t' . , . . t a a . t ' � ,, 1� A: 10( :ii • rf �, l - t{11 kt liy•viP,..,: , - •� i':f ,t ;.�,` .1• .-.r • . 1. ,-ti ��" L( ••.• ` . .-.� Irir tiw,• '►ram' ` r., i ` ~ �+ ` . 4 s '.•r October 25, 2024 Page 5 Lake 14—Minor torpedograss within the littorals. pit a +s I. ! , ,-,.0-5/ ' ' ',:„-"t`t.,,,-,,'..,iv.-4 4 S.S.. / I . s . / �FY , try T ..-. ��\ 4 t� rt'4 - ', IrA j l ' .1 1.'• ,r 4 ► cam. , _. • 1 y+ '�1 1c ,i' t ;l ' 4 '"" M ` 11.4 ., -• , 1�� -",. is ', • 1 �. !.' .fc c%,n . . • •r ,41�. +.. }I � y ' Lake 15- No issues. October 25, 2024 Page 6 Lake 16—New growth of torpedograss observed. ' " ,, -4 ',.• ,.1 e. V' , 0. 3 l• - .1,4 t ` -'C •-41 f 'i 4r, -." ij Lake 17—No issues. Lake 18—No issues. October 25, 2024 Page 7 Lake 19—Illinois pondweed was observed. Solitude is in the process of mechanically removing the Illinois pondweed from the lake. ♦. to 'T' - k b — • time F+ y. t• October 25, 2024 Page 8 Lake 20—Torpedograss has greatly improved along the bank. Illinois pondweed was observed around the perimeter. r r r- 10. lir :00Mr-,,a i -a •M{:1 �1 - S dL.•-•A'2T .. . x"".'- :' '+... H L. .irk- t A y 5 r VV 5S, 1 t; P11 } 'y .144 SN a •, ;'A�..s.; ..- i :u y i,a f s.. M ` Lake 21—No issues. Lake 22—No issues. Lake 23—No issues. Lake 24—No issues. October 25, 2024 Page 9 Lake 35—Illinois pondweed observed around the perimeter. . O*r 40 W17, 44 zl*1;*0 October 25, J024 Page l0 Lake 26—Illinois pondweed observed around the perimeter. 41Ftricifirg' ir . till 40 :v4tr M • {,;;r 44. • .1 d'I++. 14 Ir, i ..yr l .- a... L'- l 1 I Rr .. f r x.' - - r ` . , } . . y is • October 25, 2024 Page 11 Lake 27-Illinois pondweed was observed around the perimeter. r - - Lake 28— No issues. Lake 29—No issues. October 25, 2024 Page 12 Lake 30A—Growth along the boulevard has been significantly reduced.Trimming was conducted on 10/1 and 10/3. .41 t„. =r j 440300,/ s. rr )+Ir! � • `r "�YY�III` t x ♦ � f y. '^ ' �- 1. ��'�„ t .. Y r' _ .C. �,,, A,, • M October 25, 2024 Page 13 Bridge between 30A&30B- Pathway under the bridge was clear of vegetation. 30A: - _ — ... _ - _ _ _- - - 77 - • __ • .?"'yr- '.•e•�_ - ;' ) , A�� 30B: October 25, 2024 Page 14 `• 0*Litt: ti,.:.-; �1•.. -.tip - t . - -t". psi^.. 1 may,,.... .,•rr „-�.,k'�'r .' .-.. _ _ 'r . r ? �t, � a— �+"�a may., +fir•-•.. •' ? ^ ^ram -�"_.., i• ` a ear '� _ _ �. ',. October 25, 2024 Page 15 From: Edwin Hubbard <ehubbard@heritagebaycdd.com> Sent:Sunday,October 27,2024 5:33 PM To: Faircloth,Justin<Justin.Faircloth@inframark.com> Cc: Bailey Hill<bailey.hill@solitudelake.com>; Mason Maher<mason.maher@solitudelake.com> Subject:SOLitude Performance This Message Is From an External Sender This message came from outside your organization. Please use caution when clicking links. Justin, At the risk of sounding a bit dramatic,SOLitude did rise to the occasion on Friday the 25th and delivered a huge relief to a situation which rapidly developed in our aqua range; lake 19. I believe what we experienced on Friday is a first.We ran out of golf balls at the driving range, and it turns out there were likely thousands of balls stuck in the Illinois pond weed. When I became aware of this, I immediately contacted Bailey requesting a boat on site to navigate through the pond weed and hopefully dislodge the balls;this has worked in the past. Bailey,and Mason, immediately committed to having a boat here,and within an hours'time,the boat was on site! This is exemplary and I wanted you to be aware of this! Furthermore, during my onsite meeting with Bailey, I suggested she head into the pro shop and meet Justin McCarraher, Director of Golf Operations,and discuss the best next steps. During this meeting,Justin and Bailey set in motion a plan to have the pond weed harvester on site as early as Tuesday to cut the pond weed and move it to the lake banks.The club, likewise, committed that their staffs would be responsible for the harvested pond weed and the removal of the balls as soon as practicable. It goes without saying how relieved our general manager,and Justin,were that we,along with SOLitude,we're able to come up with an immediate and practical plan of action! While it is obvious that we continue to have a pond weed issue in lake 19,and likewise, it is important to point out that the preponderance of the floating pond weed was dead,we do continue to require ongoing treatments to this lake(chemicals for sure)with the ultimate goal being to "control"the pond weed so as to avoid a situation like this in the future. In fairness to SOLitude,two weeks ago this pond weed was barely noticeable due to the high-water levels and,as the waters are retreating,we ran into this mess. While praising Bailey for her immediate action,and laying out a plan with club management, I do need to emphasize the need for ongoing maintenance and control of the pond weed, and littorals, in the aqua range. I know we can accomplish this. ->Bailey, as we have discussed in the past,the driving range is always closed down in season on Thursdays from 12 to 1:15 PM for range maintenance which affords you the planned opportunity to get into the lake and avoid golf ball exposure. Please plan on utilizing this time slot and it is always best if you plan to notify me,and Justin McCarraher, of your planned visits. Justin, as you know, and know me well,when vendors do an exemplary job, as well as fall short of our expectations, I am quick to point this out. In this case,on behalf of the CDD Board of Supervisors, I say"hats off"to the SOLitude team. I look forward to observing the SOLitude activities this coming Tuesday and Wednesday as we get control of this important and very busy lake. Thanks Bailey and Mason! Ed Hubbard Chairman-Heritage Bay CDD 239-248-4497 Get Outlook for iOS SQLITUDE LAKE MANAGEMENT Property Name Heritage Bay CDD Created Date 10/29/2024 Description Solitude will provide labor and equipment to Quote Number 00009544 harvest pondweed from lake 19.Solitude will not be responsible for removing debris off site. Prepared By MASON MAHER Email mason.maher@solitudelake.com Product Quantity Sales Price Total Price General Cost 1.00 $1,950.00 $1,950.00 Taxes may be applicable Total Price $1,950.00 Quote Acceptance Information Signature Name Title Date From:Anthony Ettore<tony@dlc-law.org> Sent: Monday, October 21,2024 8:50 PM To: Faircloth,Justin<justin.faircloth@inframark.com> Subject: Re: HBCDD-Proposal Request for 11/7/24 Meeting This Message Is From an External Sender This message came from outside your organization. Please use caution when clicking links. Justin, I have struggled a bit with this proposal for the Heritage Bay CDD,as I quite honestly have never filed a lawsuit in federal court. I am a member of the U.S. Federal District Courts in Florida,the United States 11th Circuit Court of Appeals, and the U.S.Supreme Court, but I have not practiced in any federal court for more than a decade.As I have thought about this matter, I have had to balance my thoughts on reacquainting myself with the federal litigation process, my desire to successfully pursue this issue(which has been a thorn in my professional life for many years),and the best interests of the District.The conclusion of this mental wrestling match is that I neither have the requisite experience to initiate and prosecute this lawsuit on my own, nor the desire to invest the amount of time necessary to be confident in my competence regarding federal litigation. If the District wishes to pursue this matter,which I would certainly recommend, I think the better course of action is to retain a law firm that has attorneys that conduct federal litigation and to have them work with me on the substantive claims. I have the institutional knowledge to successfully pursue this claim,just not the recent litigation experience. I would like to be part of a team to pursue this matter for the District,just not the solo driver behind the wheel. I appreciate the opportunity to present this proposal to Heritage Bay,and many attorneys would perhaps take advantage of the opportunity to make significant fees, but I always put my clients' interests before mine. Please let me know if you have any questions,and/or if I can provide any assistance to the District. Thank you.Tony 1)I ,(: AnthonyJ. Ettore CEO and Principal Attorney (850)445-2306 www.disasterlawconsulting.com From: Edwin Hubbard<ehuhbard@heritagebaycdd.com> Sent:Wednesday,September 25,2024 3:04 PM To: Faircloth,Justin<Justin.Fairclothinframark.com> Subject: Fw:WASHOUT-Club pool by veranda 5 This Message Is From an External Sender This message came from outside your organization. Please use caution when clicking links. Please include in the November agenda packet. Not sure what section yet. Will work on the agenda in a few weeks. Ed Get Outlook for iOS From: Edwin Hubbard<e_hub_hard@heritagebayc_dd.com> Sent:Wednesday,September 25,2024 3:02 PM To: Doug Brown<dougb@golfheritagebay.com> Cc: Kevin Schaal<Supt@golfheritagebay,com>; Nathan Freeland<NathanF@gotfheritagebay.com> Subject: Re:WASHOUT-Club pool by veranda 5 Here is an update on the lake bank washout issue. As noted,Copeland visited the site again today and observed the following and as the result of a camera view of the pipe from the pool pump area as well as the veranda drainage issue which as it turns out is causing the bank to wash out. -the drain line from the pool into the lake is not blocked and is functioning properly.Picture two. -the washout starting pretty high up in the flower bed next to the building was caused by the catch basin being completed covered with dirt and gravel; likely due to the new plants being installed. Not sure who installed the plantings but this was causing the water from the drainage system on the side of the building to overflow from the down spouts and down the bank. See picture one; catch basin rescued from the bowels of the earth and operating with a new lease on life. Too dramatic?? So...this should take care of the drainage issue. We have asked Copeland to provide a quote to come in and pull the lake bank back up and will likely make sure your pump lines are running properly into the lake. Likely a 2025 project. So...no need for me to observe Keith's work. I think we are good to go now. Take care, Ed Get Outlook for iOS From: Doug Brown<dougb@golfheritagebay,com> Sent:Tuesday,September 24,2024 4:22 PM To: Edwin Hubbard<ehubbard@heritagebaycdd.con>> Cc: Kevin Schaal<Supt@golfheritagebay.com>; Nathan Freeland<NathanF@golfheritageba_y,com> Subject: RE:WASHOUT-Club pool by veranda 5 That single-walled pipe might be the one from the pool.... I can get with Keith who takes care of all of our pools and request he let us know when he is backwashing that pool so you can observe. Regards, Doug Brown,CCM,CAM General Manager/COO Heritage Bay Golf&Country Club 10154 Heritage Bay Blvd. Naples FL,34120 (239)384-6161 www.golfheritagebay,com .,,e1t1e-..rMOW I=AyAA ;) • +eli%*ke' OIRA Confidentiality Notice:The information contained in this transmission (including attachments)is private and confidential. It is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient,you are hereby notified that any disclosure, dissemination,distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify Doug Brown immediately at DougB@GolfHeritageBay.com or(239)384-6161 and permanently delete any copies. From: Edwin Hubbard<ehubbard( heritagebaycdd,com> Sent:Tuesday,September 24,2024 3:44 PM To: Doug Brown<dougb@golfheritagebay.com>; Kevin Schaal<Supt(agolfheritagebay.com> Subject:WASHOUT-Club pool by veranda 5 I met with Justin Faircloth,our DM, as well as Scott Copeland,today to discuss the drainage/ washout issue at this pool area. Copeland will revisit the site in the next day or so and do a camera view of the two drainage lines nearest the pool pump area; drainage lines installed by the CDD in working with veranda 5. We do find it interesting that there is a single walled drain line protruding into the lake and it definitely is not one of ours as we only install double walled piping.We also note extensive work by Hotwire in this area which could be part of the issue. I will advise as to what we find out. On a related note, I am requesting that I accompany the pool staff and observe how the back flush is working and where the water discharges. I know Kevin will not be back until next week so am wondering if we can schedule a time on October 1? Looking forward to your feedback and thoughts. Ed Get Outlook for iOS CAUTION This email originated from outside of the organization. Do not click links or open attachments iunless you recognize the sender and know the content is safe. • II Si w i� i . .6;'. 1 1 f t r. • • • I. r • .i I if �r� !�� rti • rb LOOP J tre /� .fi .44 t , • ill . ''' �� I • '. ) J syro ate- oA• fit_ . . -- V. • i= `.tip "jar - - • i -: '. � ... b. 1 ` -•.% •n '•� _ o- P , �%^ate 4 If gs.., ', aT`r l "L•�}.r *, l t 1 zt- r I.•,r I ..r•r d•`.+ r Ai;) 4t� - tvi ft i .1• f • gPfTOr . • • • j . * ti , t f,y• • • e ' • ' C •.r 4► ' • ry r�..N;, - fro. ''•` F 1,: -• ,. ' t4�� a`.t r✓y7 �/ sL.i�� * r ,s'a a •t •r. ♦ �\ rsY, 1l • : ..-_•••• '.:' -- P•••.••,L.•••• •• ' „„. •-1„..)* ♦,4. . 7. • • / '' '�.4„,�r,i.,i,„ e. 'i„ t ,r ,. • tt ,I•, i' �h , .a r 1. . 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OS 'Or- ;'r:'46.•IP" • ' ,"... .• '..%4,',V' W4.":"Ivii-C,N•ch.Y. _ ,..,*'' ,.....14,'. 14. ....,.,.,,;..- '''.,_-V-611,, ,r. ,_ .,‘.,..)1/4..4,` Ar •, •.,,y V' .).-_,A./.4 h,,..,,, •,••••i,4* 1, t. v., . „ri,„,,,,..„.a.....t „„.h,,-, • ,,,,, 4,1,..,, . - y•:4.7.,'I.•Jo, ,;. • . v ,. I • - • •dr.-:1. 1•4;f It .V,Nk''-'ii 4/,• ...i,"sk...;,fitsii 'i, .7.4. --:..crtt ,70%%.w:7•--.:' 1 dG--r i- -• . " ---- y. _ Collier County- POLLUTION CONTROL LIVE GREEN. SAVE BLUE. DEWATERING PROTOCOL Any swale, drainage ditch, or stormwater inlet is connected to natural waterways, not a treatment plant. If wastewater generated by pool dewatering enters the stormwater system, it will flow to natural waters such as the Cocohatchee River, Gordon River, Naples Bay, and the Gulf of Mexico. Consequently, only uncontaminated stormwater is allowed to enter the stormwater system. PROTECT OUR WATERWAYS To protect the natural waterways, pollution is prohibited from entering the stormwater systems by Federal (Clean Water Act, Section 402(p)(6)0, state (Florida Administrative Code, Chapter 62-624), and local (Collier County Ordinance No. 2009-08) regulations. Discharge of water drained from pools or groundwater(from dewatering during pool installation or repair) to any surface water or stormwater feature that does not meet water quality standards is illegal. Illegal discharges can cause an increase in sediment, metals, or other contaminants that negatively impact the water quality. If discharge is unavoidable, then a permit is required that outlines the best management practices (BMP's) that will be implemented. Illegal discharge can result in a stop work order on the site, fines, and expensive cleanups. REMEMBER THESE POLLUTION PREVENTION TIPS • Discharge to vegetated, stabilized areas within property boundaries to allow water to percolate naturally into the ground. • Identify local stormwater structures and waterbodies to determine where the water flows so it can be diverted if necessary to prevent an offsite discharge. • If you must discharge offsite, apply for the proper permits well in advance. These permits may include, but are not limited to: Right of Way permit, issued by Collier County Growth Management ., .=^ -a =, or Illegal dewatering to the stormwater system Illegal dewatering to surface waters Live Green. Save Blue. Report Pollution. 239-252-2502 I pollution_control@colliercountyfl.gov www.LiveGreenSaveBlue.com mmot_ .:.. ._ :.a Collier County- POLLUTION CONTROL LIVE GREEN. SAVE BLUE. Dewatering Guidelines for Collier County Maintained Roads OPTION A: No Right-of-Way Permit Required. Let groundwater, surface water or dechlorinated pool water(total chlorine residual must be less than or equal to 0.01 mg/L and pH between 6.5 and 8.5 standard units) percolate back into the ground. This process should not create any erosion or flooding issues. Pump flow should be adjusted accordingly to achieve this. OPTION B: No Right-of-Way Permit Required. If Option A is not feasible, discharge of the water into the swale or roadway is permitted as follows: • Allow approximately 20 feet of grassy area between the discharging hose and the swale or roadway. If only clear water is entering the swale or roadway, and as long as the discharge is not creating any erosion or flooding, no sediment and erosion control measures need to be installed. OPTION C: Right-of-Way Permit Required. If Options A or B are not feasible, discharge of the water into the swale or roadway is permitted as follows: • Obtain a Right-of-Way Permit (approximately$200- Please see the Right-of-Way Fee Schedule for Right-of-Way permit fees). A Right-of-Way Permit application with a sediment and erosion control plan must be submitted before dewatering activities can begin. Once the permit is granted then discharge directly into the swale or roadway is permissible, as long as proper sediment and erosion control measures are installed to ensure that all sediment is contained on-site. All mobilized sediment must be properly remediated after dewatering is complete and the area must be returned to original conditions. The Right of Way Permit and the sediment and erosion control plan must be kept on-site during work. OPTION D: Industrial User Discharge Permit Required (IUDP). If Options A, B, and C are not feasible, discharge of ONLY dechlorinated pool water (does not apply to groundwater) to the sanitary sewer system is permitted as follows: • Obtain an IUDP (approximately $500 plus the cost of required wastewater analysis). An IUDP application with analytical results must be submitted and approved, prior to discharge to the sanitary sewer system. Contact the Department of Public Utilities Industrial Pretreatment Program at 239-252-6886 for the required IUDP application. Please Contact Collier County Pollution Control with any questions. Live Green. Save Blue. 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DATE: 9/26J2024 1668 Many Road North Fort Myers,Fl,33903 OWNS►3INFOk;vi. 't'ION: PROFESSIONAL SERVICES AGREEMENT BETWEEN COPELAND SOUTHERN ENTERPRISES,INC.AND TELEPHONE NO.: (239)245-7118 f 306 Fax No: (239)245-7120 Heritage Bay Community Development District in Naples E-MAIL:justin.Fairclothastservices.co OWNER INFORMATION: PROJECT MANAGER:Scott Copeland copelandsei(g)aol.com OWNER'S ADDRESS: 10154 Heritage Bay Blvd,Naples,FL 34120 FEE AND TYPE: BILL TO THE ATTENTION OF:Justin Fairoloth,Assistant District Manager Time&Materials based upon the Rate Schedule in PROJECT NAME;NE Lake 23 Drainage&Lake Bank Restoration Project. effect at the time service is rendered. Estimated Fees: WORK DESCRIPTION:65 feet of 4"OW ADS Drainage From LME& 175 feet of Lake Bank Restoration using recovered materials from Lake Bottom and Coconut Erosion Blanket and Matching Sod for the NE Corner of Lake 23. Not-To-Exceed Fixed Fee based upon the Rate REMARKS: 1)All guest and golfers will need to be notified by the board,of the repair Schedule in effect at the time service is rendered: done on the Lakes to stay clear of the repair areas and equipment during the project.2)All Sprinkler heads and lines within the work area must be clearly marked before restoration Lump Sum Fixed Fee $ 14,575.00 begins 3)CSEI will call in a dig ticket 72 hours before work can start to allow utility companies time to mark the underground utilities within the work areas.4)GSEI will need Total Fees: S 14,575.00 a staging area on site to store equipment and supplies during the project.5)Crews will set up MOT around work areas to help insure the safety of the residents and guests during the project. Dear Justin, In Pursuant to your request,Copeland Southern Enterprises,Inc.is pleased to submit the following proposal for 4"DW ADS Lake Drainage& 175 feet of Erosion repair for NE Lake 23 at Veranda 8 for the above-referenced project: SCOPE OF SERVICES(Limited to the following): 1. Crews will sat up MOT around work area for the safety of all and removed once the project has been completed 2. Crews will Install the remaining 65 feet of 4"DW ADS pipe out into Lake 23 from the 2 LME 12"Inlets set for Veranda 8 East Gutters and anchor to pond floor with 4 foot steel anchors past the 2:1 slope. 3. Crews will recover material from Lake Bottom to re-build 175 feet of Lake Bank on the East side of 10074 Siesta Bay Dr.as shown in exhibit below,grade out material and compact slope. 4. Crews will cut EOW sod line and trench in Coconut Erosion Blanket using steel pins to anchor the Coconut Erosion blanket to the slope. 5. Crews will over lay Coconut Erosion Blanket with 1 to 2 inches of top soil and lay matching Sod. 6. Crews will water for 2 weeks 7. Work is estimated to take 1.5 weeks to complete. Note:Any additional work and services requested,and is not found in this Proposal can be done,but will require additional cost to be paid in full with proposal fee upon the completion of job. We at Copeland Southern Enterprises hope this meets your approval and satisfies your requirements.If so please sign the contract proposal below and return a copy to our office by Fax or Email.Should you have any questions or need any additional information,Please do not hesitate to call Scott Copeland at 239-995-3684 or Mobile#239-707-6806.Fax 239-995-0058 OWNER AUTHORIZATION: I warrant and represent that I am authorized to enter into this contract for professional services and I hereby authorize the performance of the above serv' nd agree to pay the charges upon the completion of the Job resulting there from as identified in the"FEE TYPE"section above. I hay tend and agree to these Standard Business Terms. Authorized Signature: Date: I/4/z4 Typed Name&Title: r=JIMIN 6 144) !lYLp 1 Exhibit: Site Location and Work Areas --- i - . --. ....,,,, s .. . . , .. . .., /'1_aeir7a1 - .0.521:4- Easirnent .• ... , .. ,, ( ' • • ' 111111 . lire4 , . . -No 't ‘ 10111110114' It. , t,... 4..• I! . ___ . . - , ...}.... ,E1.5D 5 feet of 4" DW ADS Drainage §eyst • , . g, 4 . • . . . .. 111011101 to V• , - .. t r 175 ft of Coconut Lake Bank Restoration '1 • • - § 2 DATE: 9/25/2024 Copeland Southern Enterprises,Inc. 1668 Many Road North Fort Myers,Fl,33903 OWNER INFORMATION: PROFESSIONAL SERVICES AGREEMENT BETWEEN TELEPHONE NO.: (239)249-7000 COPELAND SOUTHERN ENTERPRISES,INC.AND Fax No: (239)262-5732 Heritage Bay Veranda 8,HOA E-MAIL:michel.anderson[7asympatico.ca victoriaw@cambridgeswfl.com OWNER INFORMATION: PROJECT MANAGER:Scott Copeland copelandsei@aol.com FEE AND TYPE: OWNER'S ADDRESS: 2335 Tamiami Trail N,Naples Fl.34103 Time&Materials based upon the Rate Schedule in effect at BILL TO THE ATTENTION OF:Victoria Whalen,Cam the time service is rendered. Estimated Fees: PROJECT NAME:HB Veranda 8,East New Gutter Down Spout Drainage Installation to LME. Not-To-Exceed Fixed Fee based upon the Rate Schedule in WORK DESCRIPTION:Install 75'of DW ADS Pipe with 2x12"Catch Basins set at the LME and effect at the time service is rendered: the back tied into the existing 4"DW ADS system that run into the lake. REMARKS: 1)The board or H.O.A.will need to notify all guests and residents in the area prior to Lump Sum Fixed Fee: $ 2,975.00 work commencement,and request all to stay clear of the work areas to help ensure the safety of all during the project. 2)Once CSEI has received a signed contract back to the office then a No Cuts Dig Ticket, 3 days before the starting of the project so Utility Companies have time to Mark All Total Fees: $ 2,975.00 Underground Utilities within the work areas.3)The Sod will be cut stacked&reinstalled and will need to be water twice a day once the project has been completed for 2 weeks to ensure the sod re- roots properly. Dear Victoria, In Pursuant to your request,Copeland Southern Enterprises,Inc.is pleased to submit the following Proposal for the East 3 Gutter Installation of 4 inch DW ADS Drainage System from the East 3 new Gutter down spouts for Veranda 8 @ 10074 Siesta Bay Drive. SCOPE OF SERVICES(Limited to the following): 1. MOT Safety will be set up to ensure the safety of Guests and Residents during project and remove once project has been completed. 2. Crews will install New 4 inch DW ADS Drainage pipe from the 3 new Gutter down Spouts and run out to the Lake Maintenance Easement. 3. Crews will install 2 New 12"Catch Basins at the LME and the CDD will be responsible to pay the remaining installation out into the Lake and Anchored to the pond floor with 4 foot anchors. 4. All existing Sod with in the trench areas will be cut out and stacked then re-installed once new system has been installed and the trenches have been brought back to grade&compacted. 5. Crews will close all trenches daily and pick up and haul away all debris before leaving the job site. 6. Work is estimated to take 1 day to complete but may take longer depending on underground utilities. Note:Any additional work and services requested,and is not found in this Proposal can be done,but will require additional cost to be paid in full with proposal fee upon the completion of the job. We at Copeland Southern Enterprises hope this meets your approval and satisfies your requirements.If so please sign the contract proposal below and return a copy to our office by Fax or Email.Should you have any questions or need any additional information,Please do not hesitate to call Scott Copeland at 239-995-3684 or Mobile# 239-707-6806.Fax 239-995-0058 OWNER AUTHORIZATION: I warrant and represent that I am authorized to enter into this contract for professional services and I hereby authorize the performance of the above services and agree to pay the charges upon the completion of the Job resulting there from as identified in the"FEE TYPE"section above. I have read,understand and agree to these Standard Business Terms. Authorized Signature: Date: Typed Name&Title: Exhibit: 10074 Siesta Bay Dr.3 New 4"DW ADS Drainage Installations to LME. Aswit 4. ` to dr 1 - ty,.i1 ., •.Lid , _ _ . . ( - x a wow ,� , ` r = c e'ainage Systems ,....i r 4P', III ' _a '* c I N FRAMARK COMMUNITY MANAGEMENT Memorandum To: Board of Supervisors From: District Management Date: 7/11/24 RE: HB7013 —Special Districts Performance Measures and Standards To enhance accountability and transparency, new regulations were established for all special districts, by the Florida Legislature, during its 2024 legislative session. Starting on October 1, 2024, or by the end of the first full fiscal year after its creation (whichever comes later), each special district must establish goals and objectives for each program and activity,as well as develop performance measures and standards to assess the achievement of these goals and objectives. Additionally, by December 1 each year (initial report due on December 1, 2025), each special district is required to publish an annual report on its website, detailing the goals and objectives achieved,the performance measures and standards used, and any goals or objectives that were not achieved. District Management has identified the following key categories to focus on for Fiscal Year 2025 and develop statutorily compliant goals for each: • Community Communication and Engagement • Infrastructure and Facilities Maintenance • Financial Transparency and Accountability Additionally, special districts must provide an annual reporting form to share with the public that reflects whether the goals and objectives were met for the year. District Management has streamlined these requirements into a single document that meets both the statutory requirements for goal/objective setting and annual reporting. The proposed goals/objectives and the annual reporting form are attached as Exhibit A to this memo. District Management recommends that the Board of Supervisors adopt these goals and objectives to maintain compliance with HB7013 and further enhance its commitment to the accountability and transparency of the District. Exhibit A: Goals, Objectives, and Annual Reporting Form Heritage Bay Community Development District("District") Performance Measures/Standards &Annual Reporting Form October 1,2024—September 30,2025 1. Community Communication and Engagement Goal 1.1: Public Meetings Compliance Objective: Hold at least seven regular Board of Supervisor("Board") meetings per year to conduct District-related business and discuss community needs. Measurement: Number of public Board meetings held annually as evidenced by meeting minutes and legal advertisements. Standard:A minimum of seven Board meetings were held during the fiscal year. Achieved: Yes ❑No ❑ Goal 1.2: Notice of Meetings Compliance Objective: Provide public notice of each meeting in accordance with Florida Statutes, using at least two communication methods. Measurement: Timeliness and method of meeting notices as evidenced by posting to the District's website and publishing in a local newspaper of general circulation. Standard: 100% of meetings were advertised in accordance with Florida Statutes on at least two mediums (e.g., newspaper and District website). Achieved: Yes ❑No ❑ Goal 1.3: Access to Records Compliance Objective: Ensure that meeting minutes and other public records are readily available and accessible to the public pursuant to applicable law by completing quarterly District website checks. Measurement: Quarterly website reviews will be completed to ensure public records are up to date as evidenced by District Management's records. Standard: 100%of quarterly website checks were completed by District Management or third party vendor. Achieved: Yes ❑ No ❑ 2. Infrastructure and Facilities Maintenance Goal 2.1: Field Management and/or District Management Site Inspections Objective: Field manager and/or district manager will conduct inspections per District Management services agreement to ensure safety and proper functioning of the District's infrastructure. Measurement: Field manager and/or district manager visits were successfully completed per management agreement as evidenced by field manager and/or district manager's reports, notes or other record keeping method. Standard: 100%of site visits were successfully completed as described within District Management services agreement Achieved: Yes ❑ No ❑ Goal 2.2: District Infrastructure and Facilities Inspections Objective: District Engineer will conduct an annual inspection of the District's infrastructure and related systems. Measurement: A minimum of one inspection completed per year as evidenced by district engineer's report related to District's infrastructure and related systems. Standard: Minimum of one inspection was completed in the fiscal year by the District's engineer. Achieved: Yes ❑ No ❑ 3. Financial Transparency and Accountability Goal 3.1:Annual Budget Preparation Objective: Prepare and approve the annual proposed budget by June 15 and final budget was adopted by September 15 each year. Measurement: Proposed budget was approved by the Board by June 15 and final budget was adopted by September 15 as evidenced by meeting minutes and budget documents listed on the District's website and/or within District records. Standard: 100%of budget approval & adoption were completed by the statutory deadlines and posted to the District's website. Achieved: Yes ❑No ❑ Goal 3.2: Financial Reports Objective: Publish to the District's website (or link as permitted by applicable law)the most recent versions of the following documents:Annual audit, current fiscal year budget with any amendments, and most recent financials within the latest agenda package. Measurement:Annual audit, previous years' budgets, and financials are accessible to the public as evidenced by corresponding documents on the District's website. Standard: District's website contains 100%of the following information: Most recent annual audit, most recent adopted/amended fiscal year budget, and most recent agenda package with updated financials. Achieved: Yes ❑ No ❑ Goal 3.3:Annual Financial Audit Objective: Conduct an annual independent financial audit per statutory requirements and publish the results to the District's website for public inspection, and transmit to the State of Florida. Measurement: Timeliness of audit completion and publication as evidenced by meeting minutes showing Board approval and annual audit is available on the District's website (or linked)and transmitted to the State of Florida. Standard:Audit was completed by an independent auditing firm per statutory requirements and results were posted to the District's website and transmitted to the State of Florida. Achieved: Yes ❑ No ❑ SIGNATURES: Chair/Vice Chair: Date: Printed Name: Heritage Bay Community Development District District Manager: Date: Printed Name: Heritage Bay Community Development District kg, 271 Website pus AccessibilitySuite Quarterly Compliance Audit Report Heritage Bay Date: October 2024- 3rd Quarter Prepared for: Sandra Demarco Developer: Inframark Insurance agency: Preparer: coM'° Susan Morgan-SchoolStatus Compliance ADA Website Accessibility and Florida F.S. 189.069 Requirements m Table of Contents Compliance Audit Overview 2 Compliance Criteria 2 ADA Accessibility 2 Florida Statute Compliance 3 Audit Process 3 Audit results ADA Website Accessibility Requirements 4 Florida F.S. 189.069 Requirements 5 Helpful information: Accessibility overview 6 ADA Compliance Categories 7 Web Accessibility Glossary 11 Quarterly Compliance Audit Report 1 Compliance Audit Overview The Community Website Compliance Audit (CWCA) consists of a thorough assessment of Florida Community Development District (CDD) websites to assure that specified district information is available and fully accessible. 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 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 0 ADA Website Accessibility Result: PASSED Accessibility Grading Criteria Passed Descri'tion 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 of 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 Accessibility overview Everyone deserves equal access. 1 9 0 With nearly 1-in-5 Americans having some o sort of disability-visual, hearing, motor, of population has a disability. cognitive -there are literally millions of • • 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 PIM 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 ADA Compliance Categories Most of the problems that occur on a website fall in one or several of the following categories. 00 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.orci/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. 88 Text alternatives for non-text content 88 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 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.orq/techniques/skipnav QEasy 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/ mow o Properly formatting tables Elm 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 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 , :1:1 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 85 Alternate versions 88 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 se 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 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. Website accessibility Making your website fully accessible for people of all abilities W3C World Wide Web Consortium -the international body that develops standards for using the web Quarterly Compliance Audit Report 11 Heritage Bay Community Development District Financial Report September 30, 2024 Prepared by (GIN F RAM ARK SA14A!T1t4,1V41 MA 4AG(M(Nt}(RV.C& HERITAGE BAY Community Development District Table of Contents Page# FINANCIAL STATEMENTS BalanceSheet -All Funds ................................. .................................................. 1 Statement of Revenues, Expenditures and Changes in Fund Balance GeneralFund .................................................................................... 2-3 DebtService Fund .................................................................................... 4 SUPPORTING SCHEDULES TrendReport .................................................................................... 5-6 Non-Ad Valorem Special Assessments ..................................................................... 7 Cash and Investment Report .................................................................................... 8 BankReconciliation .................................................................................... 9 CheckRegister .................................................................................... 10 Heritage Bay Community Development District Financial Statements (Unaudited) September 30, 2024 HERITAGE BAY Community Development District Governmental Funds Balance Sheet September 30, 2024 SERIES 2018 DEBT ACCOUNT DESCRIPTION GENERAL FUND SERVICE FUND TOTAL ASSETS Cash-Checking Account $ 450,730 $ - $ 450,730 Due From Other Funds - 16,581 16,581 Investments: Money Market Account 723,065 - 723,065 Prepayment Account - 10,750 10,750 Reserve Fund - 384,542 384,542 Revenue Fund - 690,166 690,166 TOTAL ASSETS $ 1,173,795 $ 1,102,039 $ 2,275,834 LIABILITIES Accounts Payable $ 7,896 $ - $ 7,896 Accrued Expenses 4,659 - 4,659 Due To Other Funds 16,581 - 16,581 TOTAL LIABILITIES 29,136 - 29,136 FUND BALANCES Restricted for: Debt Service - 1,102,039 1,102,039 Assigned to: Operating Reserves 101,981 - 101,981 Reserves-Erosion Control 14,687 - 14,687 Reserves-Lakes 361,725 - 361,725 Reserves-Stormwater System 95,585 - 95,585 Unassigned: 570,681 - 570,681 TOTAL FUND BALANCES $ 1,144,659 $ 1,102,039 $ 2,246,698 TOTAL LIABILITIES&FUND BALANCES $ 1,173,795 $ 1,102,039 $ 2,275,834 1 HERITAGE BAY Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30, 2024 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) REVENUES Interest-Investments $ 51,001 $ 51,001 $ 75,572 $ 24,571 Interest-Tax Collector - - 2,399 2,399 Special Assmnts-Tax Collector 505,604 505,604 505,604 - Special Assmnts-Reserves 31,250 31,250 31,250 - Special Assmnts-Discounts (21,474) (21,474) (19,640) 1,834 Other Miscellaneous Revenues - - 32,023 32,023 TOTAL REVENUES 566,382 566,382 627,208 60,826 EXPENDITURES Administration P/R-Board of Supervisors 9,000 9,000 6,000 3,000 FICA Taxes 689 689 459 230 ProfServ-Arbitrage Rebate 600 600 - 600 ProfServ-Dissemination Agent 1,500 1,500 1,125 375 ProfServ-Engineering 12,000 12,000 7,445 4,555 ProfServ-Legal Services 11,500 11,500 4,758 6,742 ProfServ-Mgmt Consulting 52,078 52,078 52,078 - ProfServ-Property Appraiser 8,053 8,053 8,271 (218) ProfServ-Special Assessment 7,428 7,428 7,212 216 ProfServ-Trustee Fees 8,468 8,468 2,846 5,622 ProfServ-Web Site Maintenance 1,238 1,238 1,242 (4) Auditing Services 5,000 5,000 4,200 800 Website Compliance 1,553 1,553 1,553 - Postage and Freight 1,000 1,000 3,569 (2,569) Insurance-General Liability 9,419 9,419 8,936 483 Printing and Binding 1,800 1,800 3,700 (1,900) Legal Advertising 2,000 2,000 3,224 (1,224) Misc-Bank Charges 100 100 - 100 Misc-Assessment Collection Cost 10,737 10,737 10,344 393 Misc-Web Hosting 1,500 1,500 - 1,500 Office Supplies 100 100 300 (200) Annual District Filing Fee 175 175 175 - Total Administration 145,938 145,938 127,437 18,501 Field ProfServ-Field Management 14,440 14,440 1,203 13,237 R&M-Contingency 100 100 - 100 Total Field 14,540 14,540 1,203 13,337 2 HERITAGE BAY Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30, 2024 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) Lakes and Ponds Contracts-Lake and Wetland 71,200 71,200 67,200 4,000 Contracts-Water Analysis 9,861 9,861 - 9,861 Contracts-Water Quality 20,905 20,905 12,843 8,062 Contracts-Lakes 30A&30B 24,000 24,000 24,000 - Contract-Sediment Testing 5,483 5,483 - 5,483 R&M-Aquascaping 4,175 4,175 3,700 475 R&M-Stormwater System 4,000 4,000 - 4,000 R&M-Lake Erosion 100,000 100,000 97,356 2,644 R&M-Contingency 7,825 7,825 4,000 3,825 Reserve-Lakes 140,000 140,000 - 140,000 Reserve-Stormwater System 18,455 18,455 - 18,455 Total Lakes and Ponds 405,904 405,904 209,099 196,805 TOTAL EXPENDITURES 566,382 566,382 337,739 228,643 Excess(deficiency)of revenues Over(under)expenditures - - 289,469 289,469 OTHER FINANCING SOURCES(USES) Contribution to(Use of)Fund Balance - - - - TOTAL FINANCING SOURCES(USES) - - - - Net change in fund balance $ - $ - $ 289,469 $ 289,469 FUND BALANCE,BEGINNING(OCT 1,2023) 855,190 855,190 855,190 FUND BALANCE,ENDING $ 855,190 $ 855,190 $ 1,144,659 3 HERITAGE BAY Community Development District Series 2018 Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending September 30, 2024 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) REVENUES Interest-Investments $ 1,000 $ 1,000 $ 63,695 $ 62,695 Special Assmnts-Tax Collector 1,689,155 1,689,155 1,689,155 - Special Assmnts-Discounts (67,566) (67,566) (61,795) 5,771 TOTAL REVENUES 1,622,589 1,622,589 1,691,055 68,466 EXPENDITURES Administration ProfServ-Property Appraiser 25,337 25,337 - 25,337 Misc-Assessment Collection Cost 33,783 33,783 32,547 1,236 Total Administration 59,120 59,120 32,547 26,573 Debt Service Principal Debt Retirement 1,115,000 1,115,000 1,110,000 5,000 Principal Prepayments - - 25,000 (25,000) Interest Expense 456,150 456,150 455,725 425 Total Debt Service 1,571,150 1,571,150 1,590,725 (19,575) TOTAL EXPENDITURES 1,630,270 1,630,270 1,623,272 6,998 Excess(deficiency)of revenues Over(under)expenditures (7,681) (7,681) 67,783 75,464 OTHER FINANCING SOURCES(USES) Contribution to(Use of)Fund Balance (7,681) - - - TOTAL FINANCING SOURCES(USES) (7,681) - - - Net change in fund balance $ (7,681) $ (7,681) $ 67,783 $ 75,464 FUND BALANCE,BEGINNING(OCT 1,2023) 1,034,256 1,034,256 1,034,256 FUND BALANCE, ENDING $ 1,026,575 $ 1,026,575 $ 1,102,039 4 a U, C CO — e e e ee e e e e e e e e e e e e e eene e e e e e e e e e e e a) -' v00 vo o o o o om r o n CO CO o CO d a m' CD t m O. 0 v N v 0 0 0 CO CO CO CO O 0 O a, 0 0 0 0 0 0 m CO 0 0 - 0a n o o o 4- _ _ - ov ob N _ of r co m a, CO N p -o m a N nr JQ CD et Q w a vno a N CO C m LL .- of N u ra v N - 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CO C) O O I- ccCD O a N CO- U) h N d' CO CA I- '— CA _ O CA CO r U O Cy 0 •-- N CO O) M LO M CO 0") M LOO E > } N COCOC 0 C < V LL N Z d ce N Z C Z > Q Q) ER ER W J CO E rn H R v CU C co co co co co co co co U >. lU N N N N N N N N N N N N N N N J W Q lv > E O Q J J 'O Cl) 0 CO O Tt CO N N O CO CO Lo CO N 0 J CO O CO M O \ N N O .- N \ O O O 0 0 a- 0 O Q 0 0 0 O 0 .- _ ,W^ Cn 0 0 N N N N CO NI- Lo CO CO 0 0 co Ce O 0 O O 0 O O • V >, Q Q o LQ E _ = C LLI I 0 HERITAGE BAY Community Development District Cash & Investment Report September 30, 2024 ACCOUNT NAME BANK NAME YIELD BALANCE OPERATING FUND Operating Checking Valley National Bank 5.25% $450,730 * Money Market Account BankUnited 5.25% 723,065 Subtotal $1,173,795 DEBT SERVICE AND CAPITAL PROJECT FUNDS Series 2018 Prepayment Account Fund U.S. Bank 4.96% 10,750 Series 2018 Reserve Fund U.S. Bank 4.96% 384,542 Series 2018 Revenue Fund U.S. Bank 4.96% 690,166 Subtotal 1,085,459 Total $2,259,254 *A transfer from GF to DS in the amount of$ 16,581.00 will be on October 18,2024. 8 Bank Account Statement Heritage Bay CDD Bank Account No. 9050 Statement No. 09-24 Statement Date 09/30/2024 GL Balance(LCY) 450,729.79 Statement Balance 453,746.31 Outstanding Deposits 0.00 GL Balance 450,729.79 Positive Adjustments 0.00 Subtotal 453,746.31 Outstanding Checks -3,016.52 Subtotal 450,729.79 Ending Balance 450,729.79 Negative Adjustments 0.00 Ending G/L Balance 450,729.79 Document Posting Date Type Document No. Description Amount Cleared Amount Difference Outstanding Checks 08/21/2024 Payment 4294 Check for Vendor V00116 -3,016.52 Total Outstanding Checks -3,016.52 Outstanding Deposits Total Outstanding Deposits 9 M O 0 M 0 0 r. 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Q Zr. ❑ NN } .0 O U V N N V V V N Cal CV z z \ ID 033 H d d LL o_ ¢WWDDV Q co a (i (i)Z J J CD 0 Cpi in N N fn (n (n (A W W> C G) O 'O E > > > > J J J LU a) T coco (n N (4 O O 't d ♦— H H H Q Q Q N N V a _ co 0000 < < < › d 2 2 2 2 > > > Q Q m w d W Li M (z co a'�) 0 v (n )n (D (nvval' a MOCMo 'p `Cr v v v CO CO CO O O I— > sr at v 'CrO Cal Cal CV Cal Cal Cal Cs/ C iR M M M M M M M d LL W I O 0 J J J J H H Z Z W W • 2 W W d d R Z Z a 0 0 0 0 0 0 0 Y Y J —I —I —I J _I —I J J J J J J J Y Y Y Y Y Y Y J Q Q Q Q Q Q Q H H 0 LL LL LL LL Li- LL Li 0 0 Z ZZZZZZZ N N 1.11 D v vvvv 'at 'at 'Cr v (") N N N N N N N a Ca/ N CO J M M M M M M M p 01 O O 0 O O O co D7 O O O O O O O O O C) O 0 0 W # Ok Y C O Z W 0 0 0 0 0 0 0 W o o 3 Z W = 0 0 0 0 0 0 0 = O o LL WO V U HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT Motion to Assign Fund Balance as of 9/30/24 The Board hereby assigns the FY 2024 Reserves as follows: Operating Reserves $ 101,981 Reserves —Lake Erosion Control $ 14,687 Reserves —Lakes $ 361,725 Reserves — Stormwater System $ 95,585 951 Yamato Road • Suite 280 Boca Raton, Florida 33431 firj Grau & Associates (561)) 994-92 929• (800) 299-4728 Fax23 CERTIFIED I'IIRI.I(; ACCOUNTANTS www.graucpa.com September 14, 2024 To Board of Supervisors Heritage Bay 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 Heritage Bay Community Development District, Collier County, Florida("the District")for the fiscal year ended September 30, 2024.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 Heritage Bay Community Development District as of and for the fiscal year ended September 30, 2024. 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 2024 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. Heritage Bay 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. Heritage Bay 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 $4,300 for the September 30, 2024 audit, unless there is a change in activity by the District which results in additional audit work or if additional Bonds are issued. 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 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 Heritage Bay Community Development District 4 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. 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.We acknowledge that the District must submit its annual Audit to the Auditor General no later than nine (9) months after the end of the audited fiscal year. Accordingly, for fiscal year ended September 30, 2024, we will deliver a final audit report no later than May 1, 2025. All accounting records(including, but not limited to,trial balances,general ledger detail,vendor files,bank and trust statements, minutes, and confirmations)for the fiscal year ended September 30, 2024 must be provided to us no later than January 1, 2025, in order for us to deliver a final audit report no later than May 1,2025. 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 2022 peer review report accompanies this letter. We appreciate the opportunity to be of service to Heritage Bay 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 Antonio J.Grau RESPONSE: This letter corre orth the understanding of Heritage Bay Community Development District. By: [�"`^t / Title: t-i4 1121�{(�►1,� ^ 11,M;f(,Trd r1 ^!tn Date: OV, Z4 Heritage Bay Community Development District 5 F1CPA A I C PA Program Florida 9ram Florida institute of C,•,d ed Public Accountants FICPA Peer Review Program AICPA Peer Review Program Administered in Florida Administered in Florida by The Florida institute of CPAs by the Florida Institute of CPAs March 17,2023 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 March 16, 2023, 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, 2025. 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. Sincerely, Ffay1 NC•1 Peer Review Team FICPA Peer Review Committee 850.224.2727,x5957 cc: Daniel Hevia,Racquel McIntosh Firm Number: 900004390114 Review Number. 594791 119 S Monroe Street,Suite 121 I Tallahassee,FL 323011 850.224.2727,in Florida I www.fic0a.org 6INFRAMARK INFRASTRUCTURE MANAGEMENT SERVICES HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT September 5, 2024 — CDD Meeting Board of Supervisors Edwin Hubbard, Chairman Justin Faircloth, District Manager F. Jack Arcurie, Vice Chairman Gregory L. Urbancic, District Counsel Steven Bachenberg, Assistant Secretary Albert Lopez, District Engineer Allen Soucie, Assistant Secretary Vacant, Assistant Secretary The next meeting is scheduled for Thursday, November 7, 2024 at 9:00 A.M. Deadline for agenda packet submissions is Friday 10/25/24 by noon. Action Items 1. District Manager—Obtain proposal from DLC for pursuing action with FEMA due to the recent Supreme Court decision in the Chevron case and include in the 11/7/24 agenda packet. 2. District Manager— Have SOLitude lake 4 willow removal proposal executed and submit to Recording. 3. District Manager— Monitor lake 14 interconnects. 4. District Manager— Monitor lake 20 west bank mitigation area for littoral regrowth. 5. District Manager— Have CSEI complete the contract and FY2024 repairs to lakes 4, 6, 15, 19, & 20. 6. District Manger— Have goals and objectives report posted to the District's website by 12/1/2025 as required by HB7013. 7. District Manager—Complete the November 14th quarterly review with Supervisor Arcurie & SOLitude. 8. Engineer— Have FY2025 WQ work completed and March 2025 water quality work scheduled with Supervisor Soucie. 9. Engineer—Complete report of September WQ testing and distribute for inclusion in the 11/7/24 agenda packet. 10. Engineer—Attend the April 2025 quarterly inspection to complete the requirements adopted by the Board as required by HB7013 at their 7/11/24 meeting. 11. Recording — Publish the FY2025 budget and post on the District's website as required. 12. Recording —Advertise the FY2025 meeting schedule as required. 13. SOLitude—Complete the Willow removal in the littoral shelf of lake 4 between the 14th green and 15th tee box. 14. Supervisor Hubbard — Update the Lake Management Assessment list as needed.