06/06/2024 MinutesHeritage Bay Community Development District
Inframark, Community Management Services
11555 Heron Bay Boulevard, Suite 201, Coral Springs, Florida 33076
Tel. (954) 282-0070
DATE: February 17, 2025
TO: Mr. Derek Johnssen
CLERK OF THE CIRCUIT COURT
Finance Department
Derek.johnssen@collierclerk.com
FROM: Janice Swade
Lead District Administrative Assistant
RE: Minutes of the June 6, 2024 Meeting, as Approved at the
July 11, 2024 Meeting
Enclosed for your records is a copy of the minutes and corresponding attachments from the
above referenced meeting of the Heritage Bay Community Development District, which are to be
kept on file for public access.
Enclosure
Cc: Mr. Gregory Urbancic
gurbancic@cyklawfirm.com
MINUTES OF MEETING
HERITAGE BAY
COMMUNITY DEVELOPMENT DISTRICT
The regular meeting of the Board of Supervisors of the Heritage Bay Community
Development District was held Thursday, June 6, 2024 at 9:00 a.m. at the Heritage Bay Clubhouse,
located at 10154 Heritage Bay Boulevard, Naples, Florida 34120.
Present and constituting a quorum were:
Edwin Hubbard Chairperson
F. Jack Arcurie Vice Chairperson
Steven Bachenberg Assistant Secretary
Allen Soucie Assistant Secretary
Also present were:
Justin Faircloth District Manager
Isamar SanJuan CPH (Via Phone)
Bailey Hill SOLitude Lake Management
Following is a summary of the discussions and actions taken.
FIRST ORDER OF BUSINESS Call to Order/Roll Call
Mr. Faircloth called the meeting to order and called the roll. A quorum was established.
SECOND ORDER OF BUSINESS Approval of Agenda
The following item was requested to be added to the Agenda:
• Lake 15 Homeowner Issue as Item 8B.
There being no further additions, corrections or deletions,
On MOTION by Mr. Arcurie, seconded by Mr. Bachenberg, with all
in favor, the Agenda for the Meeting was approved, as amended. (4-
0)
June 6, 2024 Meeting Heritage Bay CDD
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THIRD ORDER OF BUSINESS Public Comments on Agenda Items
There being no members of the public present, the next order of business followed.
FOURTH ORDER OF BUSINESS Engineer’s Report
A. SFWMD Permit Status Review Update
B. CPH Investigation and Recommendation of Optimal PH Levels
Mr. SanJuan did not have updates on these items from Mr. Lopez.
C. Discussion of Addendum to Agreement with CPH Consulting
On MOTION by Mr. Bachenberg, seconded by Mr. Soucie, with all
in favor, the Addendum to the Agreement with CPH Consulting for
Water Quality Monitoring Events for September 2024 and March
2025, was approved. (4-0)
FIFTH ORDER OF BUSINESS SOLitude Lake Management
A. Monthly Inspections and Service Reports
Ms. Hill reviewed her report with the Board.
• Ms. Hill noted that Mr. Mason Maher would be present at the next meeting along
with additional staff members.
• Mr. Hubbard noted that the July inspection needed to be rescheduled.
• Mr. Hubbard requested that Ms. Hill ensure SOLitude items are submitted timely
so they can be included in the agenda package.
SIXTH ORDER OF BUSINESS Legal Update
A. Required Ethics Training and Updates from Supervisors
• The Board discussed the need to complete the Ethics Training requirement by the
end of the year.
• Mr. Faircloth discussed a new requirement that had recently taken effect, and noted
he would distribute any further information once any memorandums came out
regarding new legislation.
June 6, 2024 Meeting Heritage Bay CDD
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SEVENTH ORDER OF BUSINESS Old Business
A. Project Planning 2024
i. Joint CDD and Club Projects for Summer 2024
a. Lake 1 – North Lake Bank
b. Lake 21/Oak 22 Tee Timing of Lake Bank Sodding
ii. Update on 2024 CDD Projects
a. CDD Planned Drainage Installations Update
b. Status of Planned CDD Lake Bank Rebuilds
iii. Club Upgrade and Drainage Project – Cart Path and Adjacent Lake
Bank
• Mr. Hubbard provided updates on projects, specifically those associated with Gator
Bay Court, Escambia Bay Court, and those involving Terrace IV and Veranda IV.
B. Status of Memorandum – Lake 19 Cart Path
On MOTION by Mr. Hubbard, seconded by Mr. Bachenberg, with
all in favor, the Proposal dated June 5, 2024 from CSEI in the
amount of $2,175 to repair the Lake 19 Cart Path and install a new
drain, was approved. (4-0)
EIGHTH ORDER OF BUSINESS New Business
A. Mobilization of Supervisors Lakes Review in Event of Major Storm
• Mr. Hubbard discussed a request for Supervisors to review any damage to the
stormwater system after a storm event.
B. Lake 15 Homeowner Issue
On MOTION by Mr. Bachenberg, seconded by Mr. Soucie, with all
in favor, installation of additional drainage on Lake 15 in an amount
not to exceed $2,100 at the Chairperson’s discretion was approved,
and District Counsel was authorized to prepare an appropriate
agreement associated with the installation. (4-0)
NINTH ORDER OF BUSINESS Manager’s Report
A. Approval of the Minutes of the May 2, 2024 Meeting
Mr. Faircloth presented the Minutes of the May 2, 2024 Meeting, and requested any
additions, corrections or deletions.
There being none,
June 6, 2024 Meeting Heritage Bay CDD
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On MOTION by Mr. Arcurie, seconded by Mr. Soucie, with all in
favor, the Minutes of the May 2, 2024 Meeting were approved, as
presented. (4-0)
B. Acceptance of Financial Reports as of April 30, 2024
There being no comments or questions,
On MOTION by Mr. Arcurie, seconded by Mr. Bachenberg, with
all in favor, the Financial Reports as of April 30, 2024 were
accepted. (4-0)
C. Field Manager and Supervisors’ Quarterly – Next Review July 12, 2024
• Mr. Faircloth noted he would reschedule the July inspection date.
D. Lake Management Assessment – Potential Projects Tracking Sheet
• Mr. Hubbard discussed the Tracking Sheet, and the need for it to be updated as work
is completed.
E. Review and Discussion of Action Items on District Manager’s May 2, 2024
“Open Items” Report
Mr. Faircloth reviewed the Report with the Board and answered questions on various items.
• Mr. Hubbard noted the need for Mr. Faircloth to follow up on all items to ensure
vendors were prepared for the meetings.
F. Presentation of Finalized Fiscal Year 2025 Budget
i. Consideration of Resolution 2024-03, Approving Budget and Setting
Public Hearing
There being no comments or questions,
On MOTION by Mr. Hubbard, seconded by Mr. Arcurie, with all in
favor, Resolution 2024-03, Approving the Budget for Fiscal Year
2025 and Setting a Public Hearing Thereon Pursuant to Florida Law,
to be held Thursday, September 5, 2024 at 9:00 a.m. at the Heritage
Bay Clubhouse, located at 10154 Heritage Bay Boulevard, Naples,
Florida 34120, was adopted. (4-0)
TENTH ORDER OF BUSINESS Supervisor Comments
• Mr. Bachenberg asked questions regarding lake management.
ELEVENTH ORDER OF BUSINESS Chairperson Comments
Mr. Hubbard discussed the following items: