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12/05/2025 Agenda
Heritage Bay Community Development District Board of Supervisors District Staff ❑ Edwin Hubbard, Chairperson ❑Justin Faircloth, District Manager ❑ F. Jack Arcurie, Vice Chairperson o Gregory Urbancic, District Counsel ❑ Vacant, Assistant Secretary ❑ Jeffrey Satfield, District Engineer ❑ Steven Bachenberg, Assistant Secretary ❑ Allen Soucie, Assistant Secretary Revised Regular Meeting Agenda Thursday, December 5, 2024—9:00 a.m. 1. Call to Order/Roll Call 2. Approval of Agenda 3. Public Comments on Agenda Items 4. Engineer's Report A. Club Pools Discharge of Water—Collier County Dewatering Protocol i. Engineering Proposal for Club Repairs at Lake 7 & Other Remote Pools 5. SOLitude Lake Management A. Monthly Inspections& Service Reports i. November 14, 2024 Field Service Review B. Lake 19 Aqua Range Maintenance Plans in Conjunction with Club Management C. Removal of all Willows, Plants&Grasses in Northwest Corner of Lake 4 Littoral Shelf 6. Legal Update A. Update on Potential to Challenge FEMA Ruling Precluding Return of Funds from Hurricane Irma B. Letter to Resident Regarding Lake Bank Damage 7. Old Business A. Infrastructure& Facilities Management Report i. Potential Projects for Consideration—Summer 2025 a. Copeland Southern Enterprises, Inc. Lake 18 Proposal 8. New Business A. Veranda III Tree Issue B. CDD Signage for Lake 30B 9. Field Service Review—November 14,2024 10. Manager's Report A. Approval of the Minutes of the November 7,2024 Meeting B. Acceptance of Financial Report as of October 31,2024 C. Review& Discussion of Action Items on District Manager's November 7,2024"Open Items"Report 11. Supervisor Comments 12. Chairperson Comments 13. Audience Comments 14. Adjournment The next CDD Meeting is scheduled to be held Thursday,March 6,2025 at 9:00 a.m. District Office: Meeting Location: Inframark,Community Management Services Heritage Bay Clubhouse 11555 Heron Bay Boulevard 10154 Heritage Bay Boulevard Coral Springs,Florida 33076 Naples,Florida 34120 (239)353-7056 www.heritagebavcdd.com i N N O is n N Os Os O Os Os Os CO Os O or r O. O. !R Cr. C CV f. tR N C") 6 fR fR 0 Q O N E •2 CV CO O Q O O O O L. 7 Li-) cs C)> CTOr 0) O^ N. O O Q .. V v } O .0 4- 0 •.. C L E O O +- 0 V Z O E .. U j C } L. a) L. c0. o E U .0 E Q o -a L E 0 0 0 aQ U J x en u) u u u O t U o o 0 U t Z Z E c (n 0 cv U U L 0 O L O„ >, .0C uu)i > > a L 0> 0> 0 O a. d U picr 0 o) I_t I_ o 4- 4- t > > 0 O. I C C > > U• 0 0rPi Q O O E E O j < < 6 p LL 0 4- +- U Q V U 0 0 o x i N > > 0 0 0 0 0 0 CV CV I- N U a a. 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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-All LAKE WEED CONTROL Heritage Bay CDD-Lake-All ALGAE CONTROL Heritage Bay CDD-Lake-All Service Report SQLITUDE LAKE MANAGEMENT Account Heritage Bay CDD Work Order 00722606 Contact Justin Faircloth Work Order 00722606 Address 10154 Heritage Bay Blvd. Number Naples,FL 34120 United States Created Date 11/14/2024 Work Details Specialist Treated lake 19 for submerged vegetation(2nd). Prepared By EGGY SUAREZ Comments to Water level normal.Fish and birds observed. Customer Thank you for your business. 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-All ALGAE CONTROL Heritage Bay CDD-Lake-AII From: Mason Maher<mason.maher@solitudelake.com> Sent:Thursday, November 21,2024 4:41 PM To: Bailey Hill<bailey.hill@solitudelake.com> Cc: Faircloth,Justin <Justin.Faircloth@inframark.com>; Edwin Hubbard <ehubbard@heritagebaycdd.com> Subject: Re: HBCDD-RE: Lake 30B bridge IPW Hey Justin, We ensure we do not run into the same issue with pondweed on lake 19 next year below are steps we are going to take. -thoroughly survey the site every month to ensure monitoring of growth. -Schedule our visits for Thursday to take advantage of the driving range closure for boat treatments. -Set aside time for the truxor in case trimming is necessary in the months of August-September.(2 Days) -Consider asking for longer closure time of the driving range from the club if necessary for treatment Lake 20 -Thoroughly treat the torpedo grass in the littoral shelf. -Consider transplanting littorals from other lakes that are in abundance to close the gaps.This could be done slowly over the next few months leading to spring.This would increase the variety of plants and provide a fuller shelf. 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Z D LLLU W Y J Q J 0 a 1- - 00az0go ° ° o0cacg1- F � 0 O CQ7 Z J w w 0 L=i) w ? ¢ a a w C� w w a w I Q w _ = I JCC = O F a Q Z m CC K K z O z CL Ce CC w U w a a Q w w a Q CL CC 0 a LLI cc z le x 0 ,'-I m `n CO CI z Y w a W Zv N w a P. au 3t Lu aa_ 0 V VI N N N N N '"I z w w W ul c 00 > } Z Z a Q a Z JFa LL U U a a 0 o O a L H J_ In co No I-, O1 dl o U D o V up ,--1 ri ,--1 ,--I .-I N LQL 0 cr1 W W LU W LU LU W W IC Y Y Y Y Y Y Y Y > g g 5 5 Q 5 5 Q a W CC D I- U D CC I- in a a LL Z From: Edwin Hubbard <ehubbard@heritagebaycdd.com> Sent:Saturday, November 23,2024 8:46 AM To:Scott Copeland <copelandsei@aol.com>; Faircloth,Justin <Justin.Faircloth@inframark.com> Subject: Re: North Lake 18 Rip Rap and drainage Proposal This Message Is From an External Sender This message came from outside your organization. Please use caution when clicking links. Scott, Thanks for your proposed work on lake 18 including installation of a conduit.While I think this is a good idea and is worth consideration, I would like to discuss with club management to get their buy-in or rejection. I believe Kevin is on vacation this coming week so will follow up in advance of our 12/5 meeting. Justin, pls include this email along with Scott's quote in the agenda packet. Ed Get Outlook for iOS From:Scott Copeland <copelandsei((aol.com> Sent: Friday, November 22,2024 7:54:16 PM To: Justin.Faircloth@ inframark.com<Justin.FairclothPinframark.com>; Edwin Hubbard <ehubbarditheritagebaycdd.com> Subject: North Lake 18 Rip Rap and drainage Proposal Justin, Sorry Justin but the Mine have had 7 price increases on just the Rip Rap alone in the last 16 months since the bid this last Year. I have also put a 4"conduit crossing in the proposal as well for any future installations of underground utilities with in that aera since the rip rap will be all the way up against the back of the sidewalk this way the slope does have to be disturbed for their utility installation. I have the conduit crossing at a 4"size, but we can also install a 6"for the same price if you would like it to be larger but any bigger than that and the price of PVC pipe jumps way up. Please do not hesitate to call or email me if you have any questions or need additional information. Thanks, have a great weekend. Scott Copeland DATE: 12/03/2024 Copeland Southern Enterprises,Inc. 1668 Many Road North Fort Myers,Fl,33903 OWNER INFORMATION: PROFESSIONAL SERVICES AGREEMENT BETWEEN COPELAND SOUTHERN ENTERPRISES,INC.AND TELEPHONE NO.: (239)245-7118/306 Fax No: (239)245-7120 Heritage Bay Community Development District in Naples E-MAIL:Justin.Faircloth( inframark.com OWNER INFORMATION PROJECT MANAGER:Scott Copeland copelandsei(4aol.com OWNER'S ADDRESS: 10154Heritage Bay Blvd,Naples,FL 34120 FEE AND TYPE: BILL TO THE ATTENTION OF:Justin Faircloth,Assistant District Manager Time&Materials based upon the Rate Schedule in PROJECT NAME:North Lake 18 Rip Rap Lake Bank Restoration Project effect at the time service is rendered. Estimated Fees: WORK DESCRIPTION:Lake 18, 100'x 20'Wide with 6"to 12"Rip Rap on High Flow $ Fabric anchored to slope with 8"DW ADS Pipe Extended and Re-set below Grade 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 for sidewalk will be closed during work hours.2)All Sprinkler heads and lines within the work area must be clearly marked before Lump Sum Fixed Fee: S 67,0011.110 restoration 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)CSEI Total Fees: ti 6',000.00 will need a staging area on site to store equipment, supplies and Rip Rap during the project.5)Crews will set up MOT around work areas and close sidewalk area in exhibit below during work hours 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 the Installation of Rip Rap North tr:d of Lake 18 with 1 x 8"Drainage extension for the above-referenced project: SCOPE OF SERVICES(Limited to the following): l. Crews will set up MOT around work area for the safety of all and removed once the project has been completed 2. Crews will remove existing plants from North Lake Slope and haul away to county dump. 3. Crews will back fill slope with base rock and cut in a key ways at both top and bottom of slope and compact. 4. Crews will install Hrgh Flow fabric around the 3 newly planted Cypress Trees and anchor to slope with 6"Pins. 5. Crews will install 6 to 12"Rip Rap from bottom to top of slope and up against the back of South Sidewalk Curb. 6. 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 11239-707-6806.Fax 239-995-0058 OWNER AUTHORIZATION: 1 warrant and represent that I am authorized to enter into this contract for professional services and 1 hereby authorize the performance of the above servi .d agree to pay the charges upon the completion of the Job resulting there from as identified in the"FEE TYPE"section above. I have <r./ 't stand and agree to these Standard Business Terms. �^ Authorized Signature: cZ b Date: /Z �J�2 Typed Name&Title: 1=p VV(N {�. 14 u at14 4 1 Exhibit: Site Location and Work Areas ..,.. ,?, . ,. . . , drirt.y ,.. ,.. .....,. _, , - ..„ g • . - . .-.,.. , ., . ‘ .. - •A ! I F 4 j tx, , . . '' r 'r• '' 77A ( qw\ ce=L! ` f', • y trt' 1 . * i 1 ++• • •lob r40 ,ii l w it ='- - tllk ,' �2t .f t '120 feet of 4"PVC ConduitiCrossl g _ ,I. ;". e . - ~' ''t30rt,: - ' Sidewalk Area Closed During 1 ork ours 'y' .PT h;1 RI. tt ip%tiF Fabns ,,,, ,y ' k:.11. ! .0• 0 + fsrt, , 1°.> . x , 2 Justin Faircloth Inframark HERITAGE BAY CDD QUARTERLY INSPECTION Thursday, November 14, 2024 32 Issues Identified ISSUE 1 _ Assigned To SOLitude *4s Lk 19-Lagoon littorals have been impacted by recent Illinois • • :. A7, pondweed treatments. Littorals will be closely reviewed and if they ;.;.-....i. do not flourish back SOLitude staff has committed to replanting ,-1--,,..`, the lagoon. ISSUE 2 Assigned To SOLitude Lk 30A-Trimmings from recent Illinois pondweed cutting events are gathering up along the southwestern bank of the lake. No _ -� issue with this presently. No significant issues observed on the .,, lakes and the channel under the bridge appeared clear for the most part but individual strands of pondweed were notice close to the surface on the lakes and 30B side. SOLitude staff were reminded about the trimming expectations on both large lakes. ISSUE 3 �`�" Assigned To SOLitude / Board _::; 4,oc, Lk 30B Southern Littoral Shelf-Healthy littorals were observed and ,, ,,r. : ,;. ,, , great ground has been achieved in the eradication of the tall - ,,��, grass. Close treatment should be maintained to ensure the grass ,a - ► does not thrive once again. Bare spots in the littoral shelf were pointed out and the board may wish to consider additional plantings to ensure non-natives do not take a foothold in the open areas. Stocking these shelves could also help to develop a healthy supply of littorals for future harvesting and transplanting on other lakes if allowed. - ISSUE 4 - : Assigned To Board - Lk 30B-Control structure clear and flowing. • 1 ' % .. _ ,�,�, ISSUE 5 r A sssig n eea To Board �,* Lk 30B Southern Littoral Shelf-The west end of the shelf has :,'-', ' 'a Brazilian pepper trees growing on Quarry Community Association � or CDD property that will be addressed. .;.� 4Y .•IP.IL. O. ISSUE 6 4. ' b Assigned To Board / SOLitude Lk 28-Step erosion noted on the northern bank. Board may wish esto address in the future or at minimum watch for any further issues. Minimal hydrilla observed. • ISSUE 7 q Assigned To Board 3 Lk 29/30A Control Structure-Small depression observed again on y the eastern side of the structure. The area should be monitored to ensure no movement of the structure. =, , ISSUE 8 Assigned To SOLitude / Board Lk 27-Healthy littorals were observed, but the littorals on many of rlb) the lakes south of lake 19 appear to have been affected either by • ; treatments or by weather events. There is a heavy band of spike .• �,.. =' .d rush, but the littorals higher up on the shelf are largely absent. The board may wish to embark on a minor planting plan to fill in the gaps on the shelf and add color. ISSUE 9 Assignee' T_ SOLitude / Board 't' ,,I Lk 26-The littorals on this lake appear to have been greatly f ` ,:. impacted either by weather or by lake treatments. The littorals I. ;. ' should be monitored to ensure they recover, but planting will likely be necessary. A- ,A•_ ISSUE 10 V. .". .. * i-+ssiynea to SOLitude / Board Lk 25-Control structure leading to lake 30A was flowing, but ,- slowing down. The littorals again appear to have been impacted ..: --?& AS., - , - 4 .: and should be monitored. Additional plantings may be needed. ISSUE 11 _ . la Hssrgnea To Board --•— Lk 22-No issues observed. Since littoral coverage on this lake is sparse the Board may wish to plant additional littorals. ISSUE 12 Assigned To Board 41' Lk 24-No issues observed. Littorals appeared very healthy. This kx s t çVJVV. VVt .}.*4 lake could be a potential harvest area for transplanting of littorals. - tISSUE 13 ,d T Board Lk 21-The Club has installed grass around the drain south of lake ' 21. This is a great improvement for functionality of the drain and protection of the lake bank. ISSUE 14 e-ssigneu io Board iji t -,—AO Lk 21-Recent work by the club has been completed around the +' " .� lake. The solid ring of littoral plantings is easily identifiable. The board may wish to add additional plantings to fill in the shelf. . .$` r • 1 . ""fir" ISSUE 15 .i Assigned To SOLitude e - V. • , 7r Lk 18-No issues observed. „�,...t, ISSUE 16 A.ssinned To SOLitudF. Lk 15-As requested at the last CDD meeting close attention was .. paid to the turbidity in the water column. No issues were observed . , in fact the water was very clear. Decaying material was found on the bottom, but this is to be expected and normal. The littorals on this lake were incredibly healthy and their green color was a stark contrast to the brown spike rush found on more southerly lakes within the District. posb ISSUE 17 001 Assignee' To Board "' ""` Lk 15-Copeland Southern Enterprises has completed a new homeowner drain system on the western bank as previously "c."'-S' , . ...art. reported by the chairman. ISSUE 18 lee ii1lAwl _ 111 Assigned To SOLitude / Board Lk 13-Erosion noted on the west bank that should likely be addressed in the future. Palm fronds in the lake should be removed. ISSUE 19 .........4041 Assigned To SOLitude Lk 14-Planted littorals are doing well. ., :V fir. Y �l +" _ ". "':--.. ISSUE 20 Assigned To SOLitude jrw. ;.:,, Lk 5-Control structure barely flowing leading to lake 6. Brazilian pepper tree should be removed in the northeast corner of the lagoon south of the bridge. --NISI ISSUE 21 Assigned To SOLit'i ' Lk 5-Lilies noted in the center of the lake. Great littorals all 4.41.111111111 around. r ISSUE 22 • hssignea To SOLitude Lk 4-Chara or Muskgrass observed should be treated. Lilies in the .,,, middle corner of the lake should be treated as well. v YFJSY;:, ISSUE 23 Assigned To SOLitude Lk 3-Minor lilies and cattails observed in the lake should be treated. k ISSUE 24 Assigned To SOLitudr' Lk 1-Cattails observed on the north bank should be sprayed out to -- prevent them from becoming established. ISSUE 25 Asp 1 To SOLitude , Lk 10-Minor torpedo grass observed among the littorals. 4 ISSUE 26 yi. 4; Assignea io Board ri? Lk 7-Debris noticed over topof the drains that were sz recently till �'- 4 uncovered. This area should be monitored to ensure no issues rFr : .. v remain. . Y � r ISSUE 27 �, ,�_, , ,,; Assigned To SOLitude Lk 8-Sonar to begin soon to treat the Illinois pondweed. _-t -,-- .; : 414.1.A Yi+rt f'i ISSUE 28 1 Assigned To SOLitude rilleawb—• : - `'. Lk 9-Sonar treatment to begin soon. Pipes remain floating in the _ lake. The board may wish to have these removed, however, they •.'• •"r �L__• are presently attached and cannot just be pulled out. 1. :,; ' ISSUE 29 k Assigned To Board .41 -•. ?:' M--- Lk 6-Possible Illicit discharge discovered on the south bank with ' , someone washing out their construction items. Sabal palms on r ' 4 the south bank by the control structure should be removed. .t t, > ,,: Control structure to lake 20 flowing. • . ISSUE 30 N4,4,4 fa' .. Hssiyl ied To SOLitude '` t. Lk 12-Discarded house plants found in the lake along with their pots. Such items should not be discarded in the lakes as they can ' - : introduce invasives or problematic plants into the lakes. . .• `.. ISSUE 31 Assigned To Board Lk 20-The north bank rip rap was reviewed as requested at the •: ' last CDD meeting to see if there are any problematic areas that y_ ,-_a should be addressed. While some low spots were observed �-- n` specifically on the northeast side no significant issue was O.:' '��'� the Si apparent. The board might want to have the engineer compare on SU Ii site conditions to anyas builts that maybe available from the prior repair project. ISSUE 32 ,,•, _„... Assigned To SOLitude ,_. Lk 20-Lilies in the lake should be treated. A plan to rid the western ' littoral shelf of torpedo grass was requested. The littoral mitigation '' area may also require plantings to remain in compliance. The littorals that were planted on the southwestern side of the lake • appear to be doing well, but this dry season should reveal the full t outcome as the plantings recover from the high water levels of the summer. Frank Cascerceri ' 10338 Gator Bay Court Naples, FL 34120 Dear Mr. Cascerceri, The Heritage Bay CDD has embarked on a progressive program to install drainage lines from all buildings and homes within the CDD which a-but the CDD takes. This is designed to capture all drainage waters and route the water accumulated from existing gutter and downspouts and channeling it directly into the lake. As you no doubt are aware,the CDD has specifically completed all new drainage tines on Gator Bay Court and more specifically installed drainage lines from 3 of your existing downspouts. This work was completed during the summer of 2024. As you and I have discussed,due to heavy rains during this summer resulting in high lake levels,we had to curtail the planned rebuilding of the lake banks adjoining your property (east and south sides)and we expect to complete this work in the spring/summer of 2025. Furthermore,as you will recall, I have expressed concerns regarding your pool overflow which in turn is creating a lake bank washout situation. This overflow must be remedied before we can attempt any take bank rebuilding as the new work could likely be damaged. Furthermore,the last time we spoke,you indicated that you would consult with your pool company for a resolution and get back to me with your planned course of action. I also sent you emails dated October 17 and 24,2024,asking for your planned course of action to resolve this issue. I have not received any responses from you. As I have explained,while your pool overflow, as designed, is functioning properly in that it is allowing the pool overflow to flow over your lawn before entering the take,the pool is discharging excessive amounts of water causing damage to the lake bank. The excessive overflow needs to be addressed internally with your pool. (Note that it is illegal, and against the CDD operating permit and Collier County guidelines,to allow any pool overflow waters to flow via a drain line into the lake so adding a drain tine from your pool to the take is not permitted.) The CDD is requesting that you provide evidence that you have remedied this pool drainage before the CDD attempts the completion of the planned rebuilding of the lake bank. We would like this information on or before January 31,2025,which is the anticipated commencement date of the lake bank work. If you do not complete the remedial action on the excessive pool overflow and the CDD proceeds with the lake bank work on the planned schedule,the CDD reserves the right to hold you responsible for any subsequent damage to the take bank caused by your pool overflow. The CDD may seek damages from you in such a case. As you might imagine,the CDD would like to avoid such an instance and correct the situation in advance of the work. It is worth noting that the CDD, despite having the right, has not to this point individually pursued property owners for damages to our take banks as we have endeavored on community-wide corrective actions. As such,we are asking for cooperation to avoid future damage. In the absence of corrective action relating to your pool overflow, if you would like to pay for the installation of rip rap stones at the water's edge to harden the shoreline against your pool drainage,the CDD could provide a quote for such additional work. We would require that you pay this cost up front to the CDD prior to the CDD undertaking the take bank work. I look forward to discussing this with you and learning of your plans to remedy this situation immediately. I do wish to point out that, of all the single-family homes, with pools,which a- but a CDD take,your pool overflow is the only property causing ongoing and extensive take bank damage. The CDD will rely on our CDD engineering team to investigate your planned remedy and to assure us that it is compliant with our operating permit and that it will remedy the situation. Again, if this is not remedied by the time of our planned spring/summer 2025 work,we will be forced to proceed with our work and hold you responsible for any future damage to the lake bank. Thanks for your immediate attention, f Ed Chairman-Heritage Bay CDD ehubbard@heritagebaycdd.c9 nr 239-248-4497 Enclosure: emails dated October 17 and October 24, 2024 Outlook Fw:Cascerceri--Lake bank damage caused by pool overflow From Edwin Hubbard <ehubbard@heritagebaycdd.com> Date Thu 10/24/2024 11:58 AM To frankcascerceri@gmail.com <frankcascerceri@gmail.com> Cc Edwin Hubbard <ehubbard@heritagebaycdd.com> Follow up email. Frank, I am following up on my original email, attached,to make sure you have received my request on behalf of the CDD. Please confirm receipt of this second email and related request for follow up action on your part. As always, I am available to discuss this matter with you at your convenience. Thank you, Ed Hubbard 239-248-4497 Get Outlook for iOS From:Edwin Hubbard Sent:Thursday,October 17,2024 3:42:10 PM To:frankcascerceri@gmail.com<frankcascerceri@gmail.com> Subject:Cascerceri—Lake bank damage caused by pool overflow Hi Frank, I see you have returned to HB. Welcome back! Back at the beginning of the summer, you and I spoke about our continued concern regarding your pool overflow and the damage it is causing to our lake bank. I can state unequivocally that of all the single-family homes with pools, your pool is the only pool causing this damage. As you are aware, the CDD has taken the necessary steps, at our cost, to alleviate drainage issues from existing gutters and downspouts and we did complete all the Gator Bay Ct. homes this summer; including your three downspouts. Due to the early onset of heavy rains this summer, we did not get a chance to complete the lake bank rebuild on the east and south sides of your property; we will plan to complete this work in 2025. I will advise when we will be onsite to start this work. When you and I last spoke, I believe in May or June,you indicated an awareness of this issue and indicated that you would contact your pool service to attempt to better understand this issue and hopefully provide some remedy. Have you made this contact, and can you provide some explanation as to what your planned course of action will be? We have time on our side as again, we will not be starting the lake bank work for at least 7 months. This issue must be addressed and rectified before we start our work. As always, I am available to meet with you, and perhaps your pool service provider, if you would like. Please keep me updated as to your planned course of action. Regards, Ed Hubbard Chairman- Heritage Bay CDD 239-248-4497 Get Outlook for iOS From: Touzin,Joan To: Swade,Janice Subject: Re: HBCDD-RE:Cascerceri letter Date: Friday,January 3,2025 2:51:04 PM Attachments: imaae001.onq image002.onq imaae.onq Outlook-Inframark .onq Mail sent! U.S. Postal Service" CERTIFIED MAIL` RECEIPT Domestic Mail Only / For dNivecy intormaUon,VSS4 Our weDSite At WWW.U$PS.UDm'. ,I, Nar.ec. F. � . ' zokii �r��(�1 t�ngl • , !RN1msRresp $—$v.ii+.` ._ • r Conolos we r eso,.•1rd 00,AwY $ 14 e' -- Here ..Ague sw.ao.ra W3t-+deC DM,e•y:amitimageL 7. i .S.', Ft a and Fe 5 �,•� • ,ate • '1 n ' ...At To 0• •---- •------• ...................... P'S f:ann S80d•• !2023 v5K'630OI_'yr;.4'0' Set Reverse tor InsUuctbns Joan Touzini Administrative Assistant Ill 6INFRAMARK 313 Campus St. I Celebration FL 34747 (0) 407.566.1935 I www.inframarkims.com From:Swade,Janice<janice.swade@inframark.com> Sent: Friday,January 3, 2025 2:23 PM To:Touzin,Joan <joan.touzin@inframark.com> Subject: RE: HBCDD-RE: Cascerceri letter It does not necessarily need to go overnight. I would say just send it so that the person will get it in the next few days. My cell#if you want to call me is 954-684-1967. From:Touzin,Joan <joan.touzin@inframark.com> Sent: Friday,January 3, 2025 1:39 PM To:Swade,Janice<janice.swade@inframark.com> Subject: Re: HBCDD-RE: Cascerceri letter Okay,just to confirm that this does not need to go overnight? Once I leave here I can't ask any more questions Joan Touzini Administrative Assistant Ill 6INFRAMARK WATER S. INFRASTRUCTURE SERVICES 313 Campus St. I Celebration FL 34747 (0) 407.566.1935 I www.inframarkims.com From:Swade,Janice<janice,swade(inframark.com> Sent: Friday,January 3, 2025 12:16 PM To:Touzin,Joan <ioan.touzin( inframark.com> Subject: RE: HBCDD-RE: Cascerceri letter Thank you once again! From:Touzin,Joan <joan.touzinPinframark.com> Sent: Friday,January 3, 2025 12:15 PM To:Swade,Janice<janice.swadePinframark.com> Subject: Re: HBCDD-RE: Cascerceri letter Sure, no problem! Joan Touzini Administrative Assistant Ill 6INFRAMARK WATER & INFRASTRQCTURE SfRVICE- 313 Campus St. I Celebration FL 34747 (0) 407.566.1935 I www.inframarkims.com From:Swade,Janice<janice.swadePinframark.com> Sent: Friday,January 3, 2025 12:14 PM To:Touzin,Joan <joan.touzin(inframark.com> Subject: RE: HBCDD-RE: Cascerceri letter Yes, if you could, I would appreciate it. From:Touzin,Joan <joan.touzin( inframark.com> Sent: Friday,January 3, 2025 12:09 PM To:Swade,Janice<janice.swade( inframark.com> Subject: Re: HBCDD-RE: Cascerceri letter Hi Janice, We have no certified letter forms here in the office. I can bring it to the post office in little bit. I'll take pictures and send them to you when I get it done.Would that work? Joan Touzini Administrative Assistant III 6INFRAMARK WATER & INFRASTRUCTURE SRIC 313 Campus St. I Celebration FL 34747 (0) 407.566.1935 I www.inframarkims.com From:Swade,Janice<janice.swadePinframark.com> Sent: Friday,January 3, 2025 11:57 AM To:Touzin,Joan <ioan.touzinPinframark.corri> Subject: FW: HBCDD-RE: Cascerceri letter It needs to be sent via regular U.S. Mail. Can you please copy any form that you would have to fill out to make it Certified? From: Faircloth,Justin <justin.fairclothainframark.com> Sent: Friday,January 3, 2025 11:44 AM To:Swade,Janice<janice.swadePinframark.com> Subject: RE: HBCDD-RE: Cascerceri letter Importance: High Janice, Can you send this letter out today or Monday? We need to send it out certified with signature confirmation. I need to be able to confirm he has received it. Thank you. Sincerely, Justin Justin Faircloth I CAM, CDM I District Manager 6INFRAMARK IN{QAS14UCI UHL MANAULhlEN1 SLR'VIC LS, 239.785.0675 I www.inframarkims.com SUPERVISORS.PLEASE DO NOT REPLY TO ALL AS THIS COULD BE A VIOLATION OF THE FLORIDA SUNSHINE PROVISIONS. CONFIDENTIALITY NOTICE:The information in this email is intended for the sole use of the recipient(s)and may be confidential and subject to protection under the law.If you are not the intended recipient,you are hereby notified that any distribution or copying of this email is strictly prohibited.If you have received this message in error,please contact the sender immediately and delete your copy from your computer. From: Faircloth,Justin <justin.fairclothCa inframark.com> Sent:Tuesday, December 31, 2024 9:14 AM To:Swade,Janice<janice.swadePinframark.com> Subject: HBCDD-RE: Cascerceri letter We will take care of this on Friday. You were out of the office when he made the request. Sincerely, Justin Justin Faircloth I CAM, CDM I District Manager I N FRAMARK 239.785.0675 I www.inframarkims.com SUPERVISORS.PLEASE DO NOT REPLY TO ALL AS THIS COULD BE A VIOLATION OF THE FLORIDA SUNSHINE PROVISIONS. CONFIDENTIALITY NOTICE:The information in this email is intended for the sole use of the recipient(s)and may be confidential and subject to protection under the law.If you are not the intended recipient,you are hereby notified that any distribution or copying of this email is strictly prohibited.If you have received this message in error,please contact the sender immediately and delete your copy from your computer. From:Swade,Janice<janice.swadePinframark.com> Sent: Monday, December 30, 2024 7:30 AM To: Faircloth,Justin <iustin,fairclothPinframark.com> Subject: FW: Cascerceri letter I'm not sure what he is referring to. From: Edwin Hubbard<ehubbardlheritagebaycdd.com> Sent: Monday, December 30, 2024 7:05 AM To:Swade,Janice<janice.swadePinframark.com> Subject: Cascerceri letter This Message Is From an External Sender This message came from outside your organization. Please use caution when clicking links. Good morning Janice, As Justin and I set up, please plan to send out the Cascerceri letter(USPS-registered mail??) on January 6 and of course let me know if there are any issues delivering the letter as well as acknowledgment of receipt please. Any questions please advise. Happy New Year, Ed Get Outlook for iOS Heritage Bay Community Development District Financial Statements (Unaudited) October 31, 2024 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 Report October 31, 2024 Prepared by (64)INFRAMARK IH(N!.ST V:LT:rtS MANAr+l:'Crvi St,l t.() HERITAGE BAY Community Development District Governmental Funds Balance Sheet October 31, 2024 SERIES 2018 DEBT ACCOUNT DESCRIPTION GENERAL FUND SERVICE FUND TOTAL ASSETS Cash-Checking Account $ 471,358 $ - $ 471,358 Due From Other Funds - 45,405 45,405 Investments: Money Market Account 725,899 - 725,899 Prepayment Account - 10,750 10,750 Reserve Fund - 386,063 386,063 Revenue Fund - 692,873 692,873 TOTAL ASSETS $ 1,197,257 $ 1,135,091 $ 2,332,348 LIABILITIES Accounts Payable $ 33,337 $ - $ 33,337 Accrued Expenses 413 - 413 Due To Other Funds 45,405 - 45,405 TOTAL LIABILITIES 79,155 - 79,155 FUND BALANCES Restricted for: Debt Service - 1,135,091 1,135,091 Assigned to: Operating Reserves 108,253 - 108,253 Reserves-Erosion Control 14,687 - 14,687 Reserves-Lakes 487,475 - 487,475 Reserves-Stormwater System 95,585 - 95,585 Unassigned: 412,102 - 412,102 TOTAL FUND BALANCES $ 1,118,102 $ 1,135,091 $ 2,253,193 TOTAL LIABILITIES&FUND BALANCES $ 1,197,257 $ 1,135,091 $ 2,332,348 1 HERITAGE BAY Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending October 31, 2024 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) REVENUES Interest-Investments $ 46,863 $ 3,905 $ 4,649 $ 744 Special Assmnts-Tax Collector 553,754 - 3,806 3,806 Special Assmnts-Reserves 31,250 - 215 215 Special Assmnts-Discounts (23,400) - (206) (206) TOTAL REVENUES 608,466 3,905 8,464 4,559 EXPENDITURES Administration P/R-Board of Supervisors 9,181 765 - 765 FICA Taxes 689 57 - 57 ProfServ-Arbitrage Rebate 600 - - - ProfServ-Dissemination Agent 1,500 125 125 - ProfServ-Engineering 12,000 1,000 149 851 ProfServ-Legal Services 11,500 958 - 958 ProfServ-Mgmt Consulting 53,640 4,470 4,470 - ProfServ-Property Appraiser 8,053 - - - ProfServ-Special Assessment 7,651 - - - ProfServ-Trustee Fees 8,468 8,468 2,443 6,025 ProfServ-Web Site Maintenance 1,275 106 106 - Auditing Services 5,000 - - - WebsiteCompliance 1,553 129 - 129 Postage and Freight 1,000 83 - 83 Insurance-General Liability 9,419 9,419 9,086 333 Printing and Binding 1,800 150 - 150 Legal Advertising 2,000 167 300 (133) Misc-Bank Charges 100 8 - 8 Misc-Assessment Collection Cost 11,700 - 76 (76) Misc-Web Hosting 1,500 125 - 125 Office Supplies 100 8 90 (82) Annual District Filing Fee 175 175 175 - Total Administration 148,904 26,213 17,020 9,193 Field ProfServ-Field Management 4,958 413 413 - R&M-Contingency 100 - - - Total Field 5,058 413 413 - 2 HERITAGE BAY Community Development District General Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending October 31, 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 5,933 5,600 333 Contracts-Water Analysis 9,861 822 - 822 Contracts-Water Quality 20,905 1,742 9,400 (7,658) Contracts-Lakes 30A&30B 24,000 2,000 2,000 - Contract-Sediment Testing 5,483 457 - 457 R&M-Aquascaping 4,175 348 - 348 R&M-Stormwater System 4,000 333 - 333 R&M-Lake Erosion 131,250 10,938 - 10,938 R&M-Contingency 8,175 681 - 681 Reserve-Lakes 157,000 157,000 - 157,000 Reserve-Stormwater System 18,455 18,455 - 18,455 Total Lakes and Ponds 454,504 198,709 17,000 181,709 TOTAL EXPENDITURES 608,466 225,335 34,433 190,902 Excess(deficiency)of revenues Over(under)expenditures - (221,430) (25,969) 195,461 Net change in fund balance $ - $ (221,430) $ (25,969) $ 195,461 FUND BALANCE,BEGINNING(OCT 1,2024) 1,144,071 1,144,071 1,144,071 FUND BALANCE,ENDING $ 1,144,071 $ 922,641 $ 1,118,102 3 HERITAGE BAY Community Development District Series 2018 Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balances For the Period Ending October 31, 2024 ANNUAL ADOPTED YEAR TO DATE YEAR TO DATE VARIANCE($) ACCOUNT DESCRIPTION BUDGET BUDGET ACTUAL FAV(UNFAV) REVENUES Interest-Investments $ - $ - $ 4,228 $ 4,228 Special Assmnts-Tax Collector 1,689,155 - 11,608 11,608 Special Assmnts-Discounts (67,566) - (594) (594) TOTAL REVENUES 1,621,589 - 15,242 15,242 EXPENDITURES Administration ProfServ-Property Appraiser 25,337 25,337 - 25,337 Misc-Assessment Collection Cost 33,783 - 220 (220) Total Administration 59,120 25,337 220 25,117 Debt Service Principal Debt Retirement 1,140,000 - - - Interest Expense 426,444 - - - Total Debt Service 1,566,444 - - - TOTAL EXPENDITURES 1,625,564 25,337 220 25,117 Excess(deficiency)of revenues Over(under)expenditures (3,975) (25,337) 15,022 40,359 OTHER FINANCING SOURCES(USES) Contribution to(Use of) Fund Balance (3,975) - 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Z Q N y co CO U cc Q L Q ER EA ER EA 0 o J o M t0 o co 0 Q to v 0 0 st I- N co co O) L. me cei C) O C `M M M x C 3 •n to a) L_ I— N 0 O +' N ER ER ER ER C O O• y C..)( C LO O N N M i O d rr .a • O CD CO tO 3 y C j � a- a- CO V a+ O. 2N N U, 0 " N y Q co Q C ER ER ER ER N dW C 0) 0) 0 — O N N N • O 0 Q >,} a) O C7 w 73 C V o U • U to to O o O E `� 0 o O co co • 0 c m c O LL o = o TO cC O NC E O Q p a Q EA ER 0 Z N N CO CO a+ io U) to = 'O N U_ O > 0 Q L E >- z _n Q V 0 0. a d' ate) Z C Z a) H a) _IER EA IA 0 cl_E C c U a) st Q '„ 0 y N c J LE 4 a) w 0 to O i_ J Q CO a) CI 4 a) 0 M O O I— a) rn o o I— U W p a) Q Q o 0 Q 'c F- = W E I 0 HERITAGE BAY Community Development District Cash & Investment Report October 31,2024 ACCOUNT NAME BANK NAME YIELD BALANCE OPERATING FUND Operating Checking Valley National Bank 4.85% $471,358 Money Market Account BankUnited 4.39% 725,899 Subtotal $1,197,257 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% 386,063 Series 2018 Revenue Fund U.S. Bank 4.96% 692,873 Subtotal 1,089,687 Total $2,286,944 *A transfer from GF to DS in the amount of$45,405.00 will be on November 25, 2024. 8 Bank Account Statement Heritage Bay CDD Bank Account No. 9050 Statement No. 10-24 Statement Date 10/31/2024 G/L Account No.101003 Balance 471,358.29 Statement Balance 472,089.79 Outstanding Deposits 0.00 Positive Adjustments 0.00 Subtotal 472,089.79 Subtotal 471,358.29 Outstanding Checks -731.50 Negative Adjustments 0.00 Ending Balance 471,358.29 Ending G/L Balance 471,358.29 Document Posting Date Type Document No. Description Amount Cleared Amount Difference Outstanding Checks 10/21/2024 Payment 100007 Inv:108 -731.50 Total Outstanding Checks -731.50 9 co CO el <0 as 69^ § co, ® } \ 0 0 0 j j S N \ e - J 3 ) ) )LaC)I ) _ 2 0 ( k ( k ( k \ k § k 0 2 J ? uo J o B , I G r I 2 2 ) ) ) ) 2 & cv 0 0.1 Co k 4 0. 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O 0 0 0 0 0 O 0 0 0 0 la -a- -a- (O •- M M C')') CC') esus 7 O (n 040 tO 0 0 N N N U. F 40 N 0 N C O a a u a) -o R a) co c N 0 O as O —I CO M N 0 0) ¢ 0 Co O U N a) a) M C E O (0 a) N O (n 0 C 0 N_ (a Y Y W VI '2 O W C CO J W a) m a I— W a J W (n (h W li Ft W < Z < d m m m d (a � N O O 7 0 a < J a d 0 0 F- F- F N Z N LU M a N ♦1 Ts p ^ o p N O j o z4. C—I we M W >., V 0 a o a Wa O LN Q N O N Z Z 0 N a Y Y Q} 3 W Q Q O 0 N N \ C Tr C1— G) O L N N N O 0 0 N N CL 2 Z Z D �U E a �aa y a) F 0 C O n) Q Q Q W W W Q! .k -p O. Cr) N (/) m N WW W LL U. 0 J J JCO CO 03 O > >CO W W Va. N <n Q Q Q Q N W N N F- F- } d < < Q 0 ° W 0 0 6 11 < w >> > --I a a 0 0 F- F- W c o L.L. Z N N of N N N 0coF '0 O O CD (0 (O N O 0 0 IX C ') M r) C co N (n U) M M Wel CI CO CO0 CO a d (r N 2 o: ce W U U F- J J (n J J W F- z O w W G Y m ¢ °� W W x O. 0f >O z z o z mm J J J 0 0 g g d' 2 W IA. Z W W Y Z 2 2 2 W 2 Z D D < 4 O uLLLL < 0 a 00 � � Z Z Z 0 0 0 (/) U) j j 0 a) ' N N N N N N N N N N W L 1. N N N N 0N- aD 0 - CO0O O O O 0 N Co N O N N N N N 0 J p 0 0 0 c O Q 0 0 o 0 0 c. 0 0 O u O 0 O 0 u O `- at * It at W Y Y Y Y Y Y Z W W W WoWoWoC a) lao0o 0 0 o o = Z = oo0 = o = o = o = o o = o 0 u. ID o o 0 0 0 0 Coleman,Yovanovich & Koester, P.A. Northern Trust Bank Building 4001 Tamiami Trail North, Suite 300 Naples, Florida 34103-3556 Telephone: (239)435-3535 Fax: (239)435-1218 Page: 1 Heritage Bay CDD September 30, 2024 c/o lnframark File No: 6176-001 M 210 N. University Dr. Suite 702 Statement No: 108 Coral Springs FL 33071 Attn: Justin Faircloth Gen Rep SENT VIA EMAIL TO: inframark@avidbill.com Previous Balance $1,309.00 Fees Hours 08/01/2024 GLU Review email correspondence from Justin Faircloth on action items; Review and respond to email correspondence from Justin Faircloth; Initial review of memo 0.25 96.25 08/07/2024 GLU Review multiple email correspondence regarding updated mail notice; review same; Draft email correspondence regarding notice 0.50 192.50 08/09/2024 GLU Telephone conference with Justin Faircloth regarding board items including pursuit of federal lawsuit 0.40 154.00 08/22/2024 GLU Conference to discuss issues regarding potential claim for FEMA recovery; review contingency rules; Review and respond to email correspondence from Justin Faircloth 0.75 288.75 Professional Fees through 09/30/2024 1.90 731.50 Total Current Work 731.50 Payments Total Payments Through 09/30/2024 -1,309.00 Balance Due (includes previous balance, if any) $731.50 Invoice @pl 500 West Fulton Street Sanford,FL 32771 407-322-6841 Justin Faircloth September 27,2024 Heritage Bay Community Development District Project No: 201.0S28902.000 CIO INFRAMARK Invoice No: 162051 210 N. University Drive Suite 702 Coral Springs, FL 33071 Meetings&Miscellaneous Services at 10154 Heritage Bay Blvd.Naples, FL-Collier County Professional Services through September 20,2024 Professional Personnel Hours Rate Amount Administrative 4.50 75.00 337.50 Project Engineer 23.00 120.00 2,760.00 Administrative .50 75.00 37.50 Principal 7.00 190.00 1,330.00 35.00 4,465.00 Total Labor 4,465.00 Total this Invoice $4,465.00 Outstanding Invoices Number Date Balance 161748 8/23/2024 608.70 Total 608.70 Billings to Date Current Prior Total Labor 4,465.00 65,275.00 69,740.00 Expense 0.00 431.87 431.87 Unit 0.00 1,767.40 1,767.40 Totals 4,465.00 67,474.27 71,939.27 Project 201.0S28902.000 INFRAMARK/Heritage Bay; Meeting&Misc Invoice 162051 Billing Backup Friday, September 27,2024 CPH Consulting, LLC Invoice 162051 Dated 9/27/2024 1:09:00 PM Professional Personnel Hours Rate Amount Administrative Mahaffey, Skylar 8/23/2024 3.00 75.00 225.00 SWFWMD ERP Permit plan search Mahaffey, Skylar 9/9/2024 1.50 75.00 112.50 HLP CDD-Storm Water Managment System,structure priority callout Project Engineer San Juan, Isamar 5/31/2024 2.00 120.00 240.00 Inpsection report for stuctures San Juan, Isamar 6/6/2024 .50 120.00 60.00 Heritage Bay CDD meeting San Juan, Isamar 8/23/2024 4.00 120.00 480.00 SFWMD ERP-permitted plans search Cocohatchee canal data-flow and depth San Juan, Isamar 8/26/2024 4.00 120.00 480.00 SFWMD permit search-conditions of west swale on bonita bay. SFWMD-conditions on COCO1, COCO2, COCO3 San Juan, Isamar 8/27/2024 3.00 120.00 360.00 SFWMD permit search-conditions of west swale on bonita bay. San Juan, Isamar 8/28/2024 1.50 120.00 180.00 SFWMD permit search-conditions of west swale on bonita bay. San Juan, Isamar 9/9/2024 5.00 120.00 600.00 Standing water issues-building A Structure report update San Juan, Isamar 9/10/2024 3.00 120.00 360.00 Standing water issues-building A Structure report update Administrative Cutts,Allahvab 8/27/2024 .50 75.00 37.50 Administrative support Principal Lopez,Albert 8/26/2024 1.00 190.00 190.00 SFWMD research to confirm Bonita Bay stormwater discharge and Cocohatchee canal design Lopez,Albert 8/27/2024 .50 190.00 95.00 SFWMD research to confirm Bonita Bay stormwater discharge and Cocohatchee canal design Lopez,Albert 8/28/2024 1.00 190.00 190.00 SFWMD research to confirm Bonita Bay stormwater discharge and Cocohatchee canal design Lopez,Albert 8/29/2024 .50 190.00 95.00 SFWMD research to confirm Bonita Bay stormwater discharge and Cocohatchee canal design Lopez,Albert 8/30/2024 1.00 190.00 190.00 SFWMD research to confirm Bonita Bay stormwater discharge and Cocohatchee canal design Lopez,Albert 9/5/2024 3.00 190.00 570.00 CDD meeting attendance 35.00 4,465.00 Total Labor 4,465.00 Project 201.0S28902.000 INFRAMARK/Heritage Bay; Meeting&Misc Invoice 162051 Total this Project $4,465.00 Total this Report $4,465.00 6INFRAMARK INFRASTRUCTURE MANAGEMENT SERVICES HERITAGE BAY COMMUNITY DEVELOPMENT DISTRICT November 7, 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, December 5, 2024 at 9:00 A.M. Deadline for agenda packet submissions is Friday 11/22/24 by noon. Action Items 1. District Manager— Follow up with DLC on next steps/recommendations, cost projections, and chances of success regarding the possible pursuit of action against FEMA due to the recent Supreme Court decision in the Chevron case. 2. District Manager— Have CSEI lake 23 proposal executed, return to recording, and have work completed. 3. District Manager— Have CSEI provide proposal for the repair and build up of the north bank of lake 18. 4. District Manager— Review lake 15 closely during the 11/14/24 inspection. 5. District Manager— Monitor lake 14 interconnects. 6. District Manager— Monitor lake 20 west bank mitigation area for littoral regrowth. 7. District Manager— Have CSEI complete the contract and FY2024 repairs to lakes 4, 6, 15, 19, & 20. 8. District Manger— Have goals and objectives report posted to the District's website by 12/1/2025 as required by HB7013. 9. District Manager—Complete the November 14th quarterly review with Supervisor Arcurie & SOLitude. 10. Engineer— Provide PDF document with a single diagram of each lake on a 8 1/2"x11" sheet so Supervisors can use the document for observations during future inspections. 11. Engineer— Provide recommendations to address the illicit discharge concern of the pool on the NW corner of lake 7. 12. Engineer— Have FY2025 WQ work completed and March 2025 water quality work scheduled with Supervisor Soucie. 13. Engineer— Have additional DO sample sites included in the March 2025 WQ testing. 14. 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. 15. Finance— Have the FY2024 audit completed and included in the 6/5/25 agenda packet. 16. Finance— Provide draft FY2026 budget to the district manager for review by 1/27/25 as the budget will need to be included in the 3/6/25 agenda packet. 17. Recording — Return FY2024 audit engagement letter to Grau & Associates and have the audit begun. 18. SOLitude—Complete the Willow removal in the littoral shelf of lake 4 between the 14th green and 15th tee box. 19. SOLitude— Provide written plan for addressing issues with lake 19 Illinois poindweed and littorals going forward for the 12/5/24 meeting. 20. Supervisor Hubbard — Update the Lake Management Assessment list as needed