01/21/2013 AgendaHeritage Greens Community Development District
Board of Supervisors
Ronald Parrott, Chairman
George Coombs, Vice Chairman
Marsha Coghlan, Assistant Secretary
Jim Marshall, Assistant Secretary
Henry Michaelson, Assistant Secretary
Calvin Teague, District Manager
Greg Urbancic, District Counsel
James Carr, PE, District Engineer
Regular Meeting Agenda - Revised
Monday, January 21, 2013 — 6:00 p.m.
1. Roll Call
2. Approval of Agenda
3. Audience Comments
4. Approval of the Minutes of the December 17, 2012 Meeting
5. Old Business
A. Canal Fire Pit Update
B. Security Camera Update
C. Comments on Lykin Signs Responses to Cleaning Issues
6. New Business
A. Gate Maintenance Contracts
B. Clicker Distribution Program
C. Wall Cleaning
D. Transfer of Maintenance Responsibility for Sidewalks and the Walls to HGCA
E. Transfer of Maintenance Responsibility for Irrigation and Landscaping to HGCA
7. Supervisor Committee Reports
A. Landscaping and Beautification
i. Discussion of Specifications for Landscape Enhancement Request for Proposals
B. Drainage and Preserves
8. Manager's Report
A. Follow -Up Items
B. Approval of Financial Statements
9. Attorney's Report
10. Engineer's Report
11. Supervisors' Requests and/or Comments
12. Audience Comments
13. Adjournment
Note: Next meeting is scheduled for Monday, February 18, 2013 at 6:00 p.m.
District Office:
210 N. University Drive, Suite 702
Coral Springs, Florida
954 -753 -5841
www.heritagegreenscdd.org
Meeting Location:
Heritage Greens Community Center
2215 Heritage Greens Drive
Naples, Florida
Naples Daily News
Naples, FL 34110
Affidavit of Publication
Naples Daily News
-------------------------------------------------- +------------------ - - - - --
HERITAGE GREENS COMMUNITY
DEVELOPMENT DISTRICT
210 N UNIVERSITY DR #702
CORAL SPRINGS FL 33071
REFERENCE: 027769
59698475 NOTICE OF MEETINGSHE
State of Florida
Counties of Collier and Lee
Before the undersigned authority, personally
appeared Lynn Schneider, says that she serves`{'
the Order Entry Data Specialist, of the NaplezA
Daily News, a daily newspaper published at Na = €<
in Collier County, Florida: distributed in Coy:
and Lee counties of Florida; that the attache;;
copy of advertising was published in said
newspaper on dates listed. {
Affiant further says that the said Naples
News is a newspaper published at Naples, in
Collier County, Florida, and that the said
newspaper has heretofore been continuously m
day and has been entered as second class mail;:
matter at the post office in Naples, in said
Collier County, Florida, for a period of 1 y
next preceding the first publication of the
attached copy of advertisement; and affiant
further says that he has neither paid nor 4P
promised any person, firm or corporation any
discount, rebate, commission or refund for the
purpose of securing this advertisement for
publication in the said newspaper.
PUBLISHED ON: 09/17
AD SPACE: 56 LINE
FILED ON: 09/17/12 )
-=
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---- ----------------------- - - - - -- P------- -- +— i ---------------- - - - - --
Signature of Affiant
Sworn to and Subscribed
Personally known by me
ore,,xi; this c2%, day Of
* ' CommissionY# EE 069303
1„ PewExpires June 29, 2015
Bondedit Troy F*hkW*Wa800.9967019
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CTION
ECURITY
1505 Manor Rd Englewood, Florida 34223
Phone - 941 - 475 -0460, Fax - 941- 473 -7362
Submitted To:
HERITAGE GREENS CDD
2396 HERITAGE GREENS DR.
NAPLES, FL. 344119
Reference: FULL ALL- INCLUSIVE MAINTENANCE CONTRACT FOR ALL GATE EQUIPMENT
Please find enclosed our proposal to provide our "Full Service Customer Protection Plan" for the
specified equipment listed below. All materials and labor required to support this agreement are
included together with preventative maintenance checks. Under our Agreement, you can safely
budget for the normal maintenance of your system. We guarantee you the response and
correction rimes required. Contained in this proposal is the following documentation:
• Full Service Customer Protection Plan/Schedule of Services
• List of Equipment Protected/Cost/Acceptance Page
If this Agreement is acceptable, please have the documents executed by an authorized
company official and returned to my attention with a check for the first month. Upon
receipt, your coverage will be activated.
Please contact me if you have any questions regarding our proposal. We look forward to
serving you.
Sincerely,
Randy Ruberg
ACTION SECURITY, INC.
Service Investment Information
Cost and Acceptance
Equipment Location: HERITAGE GREENS
Equipment Covered: All Gate Access Control Equipment
Term Of Contract: ONE YEAR, Automatic Renewal annually unless notified in writing 45
days prior to expiration. Renewal date is one year from date customer signs original agreement.
Annual Increases may occur but shall not exceed 5%, unless additional equipment has been
added to the agreement. (Note: Contract can be cancelled by either party with 30 days
written notice).
Billing Period: MONTHLY (in advance). First payment to accompany signed agreement.
Payments are to be made monthly within 30 days of receipt of invoice.
Note: Action Security offers a 5% discount for annual agreements that are prepaid in full in
advance.
Amount Per Month: $275.00
ACCEPTED BY:
CUSTOMER: ACTION SECURITY, INC.
Date
Authorized Signature and Title
Date
Authorized Signature and Title
ACTION SECURITY, INC.
BASIC Service Customer Protection Plan
Schedule of Services
Availability: Monday to Friday, 5:00 a.m. to 5:00 p.m., included in this
plan. Emergency night, weekend and holiday service is
available for an additional cost.
Response Time Range: Within 24 hours of a properly placed service call by
authorized representative.
Response Status: Priority response. The customer is placed at the beginning of
the service request log ahead of all non - service contract
customers.
Preventative Maintenance:
ACTION SECURITY, INC.
Service Investment Information
Cost and Acceptance
Equipment Location: HERITAGE GREENS
Equipment Covered: All Gate Access Control Equipment
Term Of Contract: ONE YEAR. Automatic Renewal annually unless notified in writing 45
days prior to expiration. Renewal date is one year from date customer signs original agreement.
Annual Increases may occur but shall not exceed 5 %, unless additional equipment has been
added to the agreement. (Note: Contract can be cancelled by either party with 30 days
written notice).
Billing Period: MONTHLY (in advance). First payment to accompany signed agreement.
Payments are to be made monthly within 30 days of receipt of invoice.
Note: Action Security offers a 5% discount for annual agreements that are prepaid in full in
advance.
Amount Per Mo,.
ACCEPTED BY:
ADVANCED
Boor and Gate, Inc.
932 Hidden Terrace Rd.
Naples, FL 34104
TEL: (239)289 -4441 FAX: (239)963 -1160
E: Advanced®oorFlorida @Yahoo.Com
2013
MAINTENANCE & SERVICE AGREEMENT
o1 /I5 /13
SERVICE CUSTOMER
Severn Trent M_nt Services
2215 Heritage Greens Br. Naples,
Heritage Greens FL
The equipment covered by the terms of this contract consists of:
Gates and Hardware
Operating Systems
Safety Controls
Communication System
BENEFITS:
Contract customers shall receive the following benefits:
Priority status over non contract customers for all repairs.
Technicians service contract customers before servicing non - contract customers
/ hourly rate than non - contract customers (see rates below).
f` 4) maintenance calls per year (Quarterly), where we will perform the following.
1. Inspect, clean or replace electrical contacts, wires and terminals to insure proper
electrical continuity.
2. Check and test safety controls (safety loops and photocells) to ensure immediate
response to mechanical malfunctioning.
3. Check bearing and motors for visual wear, lubricate as required to minimize
overheating.
4. Check hydraulic fluid lines; bleed hydraulic lines and replace fluid in operators.
5. Check belts and chains; adjust limits for proper gate closure (where applicable).
6. Check driveway sensors for correct sensitivity settings.
7. Check proper operation of telephone entry system.
8. Check proper operation of radio receiver and antenna connections.
9: Inspect gates and hardware, grease fittings, adjust hinges as needed.
10. All service performed during normal working hours (8AM to 5PM, Monday to Friday)
REPAIRS:
If, during the year, your equipment is not functioning properly, we will furnish a service
representative to inspect the equipment and make any necessary repairs to ensure proper
operation of the gates. Such calls shall be based on the rates specified below.
RATES:
Contract customers shall be billed for normal service calis at a rate of $80.00 per hour, and
emergency service (weekends and holidays) at a charge of $ 120.00 per hour. Contract
customers shall receive all materials at list price. All billable time based on travel time plus
the time to repair equipment.
DISCLAIMER:
Advanced Door and Gate will exercise its best efforts in performing the above services, and the
Customer agrees that in connection therewith Advanced Door and Gate does not assume
responsibility for delays of failure in furnishing parts thereunder caused by Acts of God,
lightning strikes, power surges, failure of transportation, discontinuance of manufacture, ready
availability of parts and causes beyond Advanced Door and Gates' control; for injury or
damage to persons or property on the premises for any cause whatsoever or from interruption
in the operation of the Customer's business or any other equipment on the premises, or for any
consequential damages whatsoever.
This contract covers all agreements in respect to the equipment described herein and no verbal
agreements or understandings shall modify the terms of this agreement.
This agreement in no way guarantees uninterrupted gate operation through the period of
above timeline
COST:
The above maintenance and service agreement to cover (4) preventative maintenance service calls at
$280.00 /call totaling $1 120.00 will become effective upon acceptance of this agreement.
The prices, specifications, and conditions are satisfactory and are hereby accepted.
You are authorized to do the work as specified:
Signature
Date
Contact:
Name
Cell#
Work#
Shining Spaces
Exterior Cleaning Specialists
1616 -102 W. Cape Coral Pkwy. PMB -172
Cape Coral, FL 33914
Phone (239) 542 -7781 Fax (239) 542 -9544
Fully Licensed, Insured & Bonded
Contract for Cleaning Rust stains /Mold & Mildew Removal
To: Cal Teague /Barbara Colao, CAM
From: Matt Blaisdell, Shining Spaces
Re: wall cleaning service for Heritage Greens CDD
Dear Ms. Colao,
After reviewing the Heritage Greens CDD property and accompanied bid
request from Severn Trent Services I've developed the following price for service.
Please let me know if we need to make any adjustments.
Services to be provided on separation wall along Heritage Greens Dr. between
Heritage Greens and Laurel Oak school (from entrance to first residential property,
approx 2/10 Mi.). Both sides.
Note: some areas are inaccessible due to vegetation.
1. Treat area's with anti mold /mildew and or rust chemical as needed.
Total cost for services listed ... ............................... $1,000.00
- Access to fresh water must be provided.
- Some temporary discoloration of grass adjoining concrete may occur.
- Payment due upon completion.
- It is understood that not all stains can be removed though every reasonable
attempt will be made to do so.
- Work will be conducted in a professional manner according to industry standards.
Matt Blaisdell
Shining Spaces
01/09/13 Authorized Rep. date
Heritage Greens, CDD
Page 1 of 1
Utilize the $1600 for sidewalk cleaning by underwriting the local associations as
they power wash their driveways. Operating like a grant, this will work toward
establishing collegiality between the CDD and the HOAs while allowing them to
remain autonomous and honoring that autonomy. This allows the HOA to decide
whether to clean their driveways while removing any expense occurred while
cleaning anything in the purview of the CDD. Additionally, this reduces the overall
cost to the local association. It corrects the misconceptions that the cleaning of
the sidewalks was "free" because they were actually included as part of the
overall cost.
This also provides incentive for cleaning the sidewalks as well as eliminating
the expense of a sidewalks only policy — as this means cleaning all the sidewalks,
something like an area that is one meter x two kilometers.
Funds would be distributed based upon a percentage of area covered (100% of
the total area = $1600). The possibility also exists (if we were to appropriate just a
little more in funding) to also power wash the wall separating Heritage greens
from Laurel Oaks (200 meters) at the same time.
This address a common overlap and hopefully initiates a new spirit of
cooperation in solving common problems. If an association decides not to use the
funds allocated and does not clean driveways, then those unused monies are not
to be accumulated but rolled over to the general Fund. These monies are
available on a per year basis.
The side of the street which does not have sidewalks, does however have
gutters and thus also qualifies for a percentage of these funds.
If successful, this concept might also used for common tree trimming as well.
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1/21/2013
"INSCAPE
Sun bromeliads -
3G
Name: Cal Tea ue
EA
Heritage Greens CDD
MANSCAPE, INC.
Phone: 239- 245 -7116
S 145.00
Aechemea blanchetiana bromeliad
3080 Ravenna Ave.
Alt: 239 - 223-4437
EA
$ 65.00
Naples,FL 34120
Email:
3G
21
EA
L1M(1N °P7MilE"
I Greens
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= , , i7RDE 77
RMIR—To ,.,:? °r
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Kenny Flage
Phone: (800) 481 -0096
Fax:, 1239)S97-4384
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soma=
1521 • LANDSCAPE INSTALLATION
Entry enhancement - �a
Sun bromeliads -
3G
3
EA
![1T11R1.
e
$ 65.00
S 145.00
Aechemea blanchetiana bromeliad
3G
3
EA
$ 65.00
$ 195.00
Marneycraotins
3G
21
EA
$ 14.50
$ 32550
Duranta Gold Mound
3G
24
EA
1550
372.00
Flax Illy
3G
18
15.50
$ 279.00
Foxtail fern
3G
15
15.50
$ 232.50
Helianthus (Beach daisy)
1G
20
FA
7.50
$ 150,00
Draceana Black Magic
7G
4
52.50
$ 210.00
Boulders, 9 varying sizes
1
IS$
750:00
$ 750.00
Plant removal and dis osal in all three beds
1
350,00
5 35D.00
Floratam sod
150
0.75
112.50
Red Mulch
2CF
220
6.00
$ 1,320.00
Notes: ALTERNATE MULCH: GRADE A CYPRESS 150 bags, 3CF @ $9 /bag installed,
iOiAL.
$ 4,491.50
Cbntfiff ins. The above price is good for 30 dq-s from date ofproposal. Any additional trips to die site caused by the customer fur wasuas mrconh'oRed by blai:ucatx. Ina. will insult in a SG5,00
1-0 charge' per even. Nu wananry mi ttonspltuued ntatenai. All matenal is guat'anteed to be as specitied. TiansplRoted plant material is not cu—cd wider wanuary All wmk is to be cwtrpleted
in a wurlunanlike mamter acoordutg to standard practices. All agrecim:nts are contingent upor strikes, accidents, or other delays beyond our connul, The purchasor is to carry Poe, tornado, and
other necessary insuran e... Mainscapc, Inc. is insnfed for workman's compensation• general liability, and automobile liability, conificates orinstaance ate available upon te4uesc
r-- Net duo upon receipt, subject to a 2% put uonth late chw a on trust doe accounts with was incurred in collection ofthis contract, including reasonable att rrcy'. fees, to be paid by tho
purchaser.
AccerRancc ojPrnpncai: The Shove prices. specifications, method of paymcid, conditions and terms of paymuot wV satisfactory and hereby accepted. Mainscapc, Inc. is authoamd to do the work
as apccifi.d- Mainscape or Purclraeer may cancel this contract at any time upon giving it 30 -day notice or upon customer default of payment terms.
Purchaser's Signature Proposed By
Nancy Clark Account Manager 1/21/2013
Name Title Date Name Title Date
1iz1no13
Page 1
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AMINSCAPE
WHIZ OS :,-
«� ate, m P 1;IFICS; DESt01 to 8� (lI5� Ft11GTif 1V .:' a n -`= � w ' m z
adding head after removing drip
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move heads for correct lacement 19
570.00
Name:
MAINSCAPE, INC.
275.00
294.00-
Phoney
3080 Ravenna Ave.
675M
Alt:
Email
Naples, IL. 34120
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Heritage Greens
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TOTAL
Greg Goddard, CILIA, EPA Water Sense Partner
Phone: (800) 481.0096
SggvlC1,gO0Eit1VQ DP5QU
Pli b
Fax Z391597-43114
b e F.
i.!'kus
PA4PDSAlR., z x, ass., °, . d?aw,q _. a
irrigation �, -
={
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adding head after removing drip
�Q ' „
move heads for correct lacement 19
570.00
change nozzle to core ensate low ress ire Toro Preclslon 11
labor 42
n445=
275.00
294.00-
675M
tes: Currently there is drip tubing that run when the spray heads run. Problem with this is the dri
heads, Our proposal is to remove all drip tubing r puts down 1/3 the amount I water spray
P nR and reinstall spray heads. Because of the low pressure in the guard house Island itls required that
every head on this zone have nozzle changed to low flow to compensate for low pressure. Proposal includes irrigation improvments at both
entrance si n beds and island around uard house,
TOTAL
$1,814.00
Conrlirirms: The abrvc price is good lbr 30 days Bum data of proposal, Any additional trips to Ore site caused by the mrstmaer for reasons Waralrolled by Mainaeape. too, . will result m a 565.00
'orp charge' pc+ event Nn warmnry on Iransplanred material. All material ns puaraneed t0 be as speulierl, Tnumplamed plant maanal rs oat cuvaed ardor warrant• All work na to be complered
in a wooknunlike ntau le, according to staniard practices. All agreements are contingent upon strikes, accideats, or utherdelays beyond our control, 'rhe purchaser ism carry rite, tornado, and
other nccossmy insuratce, Maiascape, Inc. is insured fur workman's cotniamstation, general liability, and automobile liability. Certiticates oH.l. nine are available upnn request.
Perms: Net due upon rar:etpt, sul jeer to a 2% per month late eliatge on past duc accounts with casts irwnnrred in collection orihis contract, tnwhaling maatmahie anrmey's ti•.ns, m ten paid by the
purchaser
Aeealunnce of Proporar: The above pdees, specificadous, nredad of payment, ounditiwts and terms ofpWilent ate salisfx Tory and hereby accepted, Ivtsinscape, Inc, is eWhori -d to do the work
as specified, Mainw:ape or Pachaser may canal this contract at any time upmr giving a 30 -day notice or upnn cualomer derault orpayment renna.
Purchaser's Signature Proposed By
Greg Goddard, CLIA Naples Irrigation Dept, 1121!2013
Name Ti0e Date Name Title
Date
Page 1 of l
Colao, Barbara
From: Teague, Cal
Sent: Monday, January 21, 2013 10:47 AM
To: Colao, Barbara
Subject: FW: PJM new proposal for front entrance (Heritage Greens)
Please print
From: Marsha Coghlan [mailto:cddmarsha @gmall.c:om]
Sent: Monday, January 21, 2013 10:41 AM
To: Teague, Cal
Subject: PJM new proposal for front entrance (Heritage Greens)
Cal: Can't forward original quantities of platits given to PJM - -here they are:
9 boulders (varying sizes)
3 sun bromelaids
3 blanchatiana brornelaids
21 mammy crotons
24 d.uranta gold mound
18 flax lily
15 foxtail ferns
20 belch daisy
4 black magic
sod
match
irrigation (to support new plantings)
attach to PJM's proposal --
Thanks
Marsha
1/21/2013
Page 1 of 2
Colao, Barbara
From: Teague, Cal
Sent: Monday, January 21, 2013 10:46 AM
To: Colao, Barbara
Subject: FW: Heritage Greens front landscape proposal
Please print .
From: Marsha Coghlan [mailto:cddmarsha @gmail.com]
Sent: Monday, January 21, 2013 10:25 AM
To: Teague, Cal
Subject: Fwd: Heritage Greens front landscape proposal
---- - - - - -- Forwarded message ---- - - - - --
From: Pat Wallrich <pjmla vn@centurylink.net>
Date: Mon, Jan 21, 2013 at 6:36 AM
Subject: RE: Heritage Greens front landscape proposal
To: Marsha Coghlan <cddmarsha@Zmail.com>
Good morning Marsha;
Hope this is satisfactory for your meeting tonight.
Final quote per letter of request from Marsha and landscape committee;
1. Removal of all existing plants front and sides of both entrance signs
2. Removal of plants and flowers around fountain island and no removal of existing plants between gate
house and fountain
3. Removal of old irrigation drip line
4. Removal of all debris (old mulch and poor soil)
5. Yard prep areas for new plantings and prep areas for boulders to be placed embedded slightly in to ground
to show they aren't' just dropped on ground
6. Rake out and slope new ground and dirt to fit new landscape and drainage
7. Executive irrigation to install new sprinklers for adequate coverage
8. Classic lawn to do plantings and sod work for Pjm (I'm booked through June on Landscape work, but will
supervise all work and I'm very confident in Manny's experience and quality)
9. Landscape will be laid out prior to planting of shrubs and will be planted once approval from board on
layout( this will eliminate any replanting and additional expense)
1/21/2013
Page 2 of 2
10. Prior to mulch a pre - emergent weed control will be applied to help eliminate new weed growth
11. Starter fertilizer for sod and shrubs
$ 5156.00 price includes all request and will not exceed this amount unless changes to existing or extra work
during project.
Plants are priced out at 3- gallon containers and 4 -black magic plants at 7- gallon containers
Rocks are varied in size and average of 300 Lbs. would be placed with fork lift and placed( I will hand select
to fit landscape and plantings)
If approved will send a contract for a signature and start to finish schedule.
Thankyou Pat P1M:
From: Marsha Coghlan [mailto:cddmarsha(&gmailsom]
Sent: Wednesday, January 16, 2013 12:42 PM
To: p11mlawntacenturx1n_.k.net
Subject: Heritage Greens front landscape proposal
Pat: Regarding your proposal for upfront entrance, exit and fountain area new landscaping- -can you
give me a new proposal for all work and planting and disposal with the following changes to your
proposal?
9 boulders (varying sizes), 3 sun bromelaids, 3 blanchatiana bromelaids, 21 mammy crotons, 24 duranta
gold mound, 18 flax lily, 15 foxtail ferns, 20 beach daisy, 4 black magic (instead of ti- plants), sod,
mulch and irrigation (for new plantings).
Also please note that I have a new e-mail address: cddmarsha @gmail.com (no more centurylink)
Marsha Coghlan
CDD
Heritage Greens
1/21/2013
December 30, 2012
Severn Trent Services
Attn: Barbara Colao
1342 Colonial Boulevard
Fort Myers, FL
RE: Painted Markings at Heritage Greens
On December 291', we examined the striping that was performed at Heritage Greens per your
request. We found several problems concentrated mainly at the stop bars that were re- striped
throughout the community. Please find below a description of the problems we discovered.
1. The striping paint applied to the stop bars is too thin in our opinion. The stop bars on any
roadway receive the most wear of any pavement marking because they are exposed to the
increased friction of tires actively stopping as they are driven over. It stands to reason that a
thicker application of paint is crucial in ensuring long -term durability. A thicker paint application
is also necessary since glass beads were applied to the stop bars. The paint is too thin to hold
the glass beads and as a result, the beads are wearing off prematurely resulting in decreased
reflectivity.
2. The striping was performed by hand in the center of the stop bar lines instead of with the
machine. The operator who performed the re- striping painted the edges of the stop bars with
the machine, but then filled in the center of the stop bars by hand — that is to say, he
disconnected the paint gun from its fixed position on the machine and sprayed, by hand, and in
a wave pattern, the center of the stop bar lines. This resulted in a messy wave pattern which has
thinner and thicker sections over the line. Variations in the paint thickness from the hand
spraying has resulted in poor glass bead retention: glass beads did not adhere to the part of the
line with a thin application of paint while in areas with a thick application of paint, the glass
beads sunk into the paint and became covered.
3. The glass beads were broadcast by hand and too late. The operator of the striping machine did
not use an automatic bead dispenser which would be attached to the striping machine.
Automatic bead dispensers are critical in ensuring a consistent application rate and uniform
coverage of the striped lines. They are also essential because they dispense beads as the line is
painted so that the paint does not skin over before the beads have a chance to adhere. Upon
close examination, it can be clearly seen that beads were broadcast by hand after the line was
painted and had begun to skin over. A majority of beads did not adhere properly because the
paint was skinned over, and others fell in large clumps from being tossed by hand. The clumps of
beads have caused the lines to appear blotchy.
4. The stop bars were striped with paint instead of with thermoplastic. We highly recommend the
use of thermoplastic for stop bars since they are so prone to wearing out prematurely.
Thermoplastic is more expensive in the near -term, but the use of thermoplastic pavement
markings completely eliminates all of the above problems. Thermoplastic markings last as much
as (7) times longer than painted markings, are (6) times thicker and have glass beads integrated
throughout. Thermoplastic markings are also safer because of the increased visibility of the
material when compared to traffic paint.
5. The "pores" or "pock marks" left by beads that failed to adhere in the painted surface have filled
with dirt and debris causing the line to appear dirty. Thousands of small pock -marks in the
surface of the line have been created by the glass beads that detached due to inadequate
adhesion. These pock -marks have been filled by dirt instead of the glass beads. When viewed
from afar, this has caused the lines to appear dirty — see attached illustration.
Good: Glass bead is
50% seated into the
painted surface
Bad: The glass bead
has detached creating
a pore into which dirt has
collected
aw
SPECIAL DETAIL REPORT
Date: 1 19 113--
Time tour began: IH3cD h�5
Time tour ended: 11 30 hI�
Name of the Deputy on duty: W .9-, L�Q—1
Shield #: 2215
Car #: USZ,
At the end of the tour please email, inner -office or fax the completed form to Edyth
Bird. Email. ggWh.birdf&eoUiersherift:org Inner- offikce: Edyie Bird/Patrol HS or fax
number: 239 -252 -0025.
In the event of a problem please contact:
Mr, Calvin Teague
T: 239- 245 - 7118 -Ext. 301
0:239- 2234437
STOP ALL TRAFFIC VIOLATORS!
ENFORCE 20 mile per hour speed zone and all stop sign violations
NOTE THAT THERE ISA TRAFFIC CONTROL AGREEMENT DATED 9 -11 -2007
DOCUMENT BELOW ANY INCIDENTS AND TRAFFIC STOPS AND
a.wa DESCRIBE ACTION A KEN
�y�- two +(v.��,� �'C.R� -�� L� '7114391Ft, -c►,sU �C- .�,.�- ��ca�s� f
y 1515
l `T�jTc�1 t,�a4..�.►n1�. Gi� 1�3�►.rc'1►V -ML � C-Lc.�3..i G. ,•-�< Ic..n.c._ �..v
6,Dek1 C f slw C�� /
Severn Trent Environmental
Services, Inc.
4837 Swift Road, Suite 100
Sarasota, FL 34231
CONTRACT
IN CONSIDERATION of the mutual covenants and promises contained herein, Severn Trent
Environmental Services, Inc. (the "Company ") agrees to perform the following services for Heritage
Green CDD c/o Severn Trent Management Services (the "Client "):
Location of Work: Heritage Green
Start Date: Upon Acceptance Anticipated Completion Date: N/A
DESCRIPTION OF SERVICES:
• Locate existing grate in green area.
• Plug upstream and down stream pipe and dewater plugged area.
• Clean and remove sand and debris from pipe with vactor truck.
• Disposal at a DEP approved dump site.
• Repair breach in pipe with mesh and concrete.
• Restore area to its original form including fill dirt and sod.
U. CONTRACT PRICE:
The Client agrees to pay the Company for the services provided under this agreement as follows:
Item Description
Unit Cost or
Hourly Rate
Total Cost
Lump Sum
N/A
$8,739.50
Unless stated otherwise above, payments are due in accordance with the standard terms and conditions of
this Contract.
If any unforeseen problems should be discovered during the performance of the above referenced service,
we will notify you immediately of their nature and any additional cost that may be incurred. Unless
otherwise specified, rock removal, dewatering, cover -up, and haul off are not included. Severn Trent
Services is not responsible for unmarked underground lines. Any changes requcsted by the
owner /builder are not covered by this agreement, and must be added subsequently, at the cost agreed
upon by both parties.
Agreed to: (please initial)
Pg. 1 of 4
Access Control:
Gates are closed from Dusk to Dawn approx. 7:45 PM to 5:30 AM
Access during this time is as follows:
1. Residence Gate is by Clickers
2. Visitors Gate is by an acceptance signal from the Call Box. This requires a registered
resident responding to a call placed by the Visitor /Guest via the Call Box.
3. Visitor Gate also has a special receiver that responds to a Emergency Vehicle Clicker
Requests.
4. Guard can provide manual entry for various reasons i.e: Resident that for some reason
does not have his clicker with him at the time of desired entry. The Guard usually
confirms residence by checking Driver Licence address. Also Residents can provide the
Guard with an approved list of Visitors for a specific date. This list is recorded in the
Guard house on the day of expected arrival. This particular service is not available during
times when the guard is either on patrol ('/2 to 3/4 hour at 10:00 PM and 02:00 AM) or
has checked out for the day at 02:30 AM. Therefore during these no guard times the only
access is by methods described in L, 2., and 3.
Guard Actions:
1. Guards do not prevent unwanted entries into the development.
2. Guards act as a convenience to residence that cannot use other access means. i.e. no
clickers or can't use Call Box.
3. Twice a shift the guards take a tour of the development to observe any unusual activity.
They can not take any remedial action but are required to call the Sheriff for support.
Also during the early tour the Guard Locks the Club Hose per an agreement with the
HOA, and during the later tour the guard unlocks the Club House and reports any illegally
parked vehicles to the Tow Co. For towing.
Problems:
1. Residents without a clicker or access to the Call Box have no means of entering the
development during the Gate Closed/No Guard Times.
2. If guards were eliminated the Tour times would not be implemented along with the
Club House Lock Up and Illegal Parking Towing actions.
Solutions:
1. One solution to the unguarded coverage which results in problems for residents
needing entry during this period would be to increase the guard hours to correspond with
the gate closed times. I.e. till )5:30 AM. This would add approximately $20,000 to
$30,000 to our Security Budget. Due to late hours this of course would be to provide a
service to a very small number of people.
2. The biggest problem with the Call Box is that it does not handle long distance phone
numbers. A sizable number of our residents (especially seasonals) have out of state cell
phone numbers. E could maybe upgrade the system to a long distance system at an
increase in phone costs.
3. A brief review of several surrounding developments revels that they have gone away
from a human guard and instead rely of a entry box for Visitors that is preprogrammed to a
fixed four digit entry code. In this case the resident informs his guests just what number
he should enter in order to gain entry. Residents still use a clicker type Ontry device for
confidence. This code can be reprogrammed as necessary. This solution would eliminate
the guards at the gate at a saving to the development of approximately $40,000 to $50,0001
Suggestion:
We might form a study committee to study the various options including an input form a
sizable number of residents as to their opinion about our existing system and any proposed
changes.
Heritage Greens
Community Development District
Financial Report
December 31, 2012
Prepared by
HERITAGE GREENS
Community Development District
Table of Contents
FINANCIAL STATEMENTS
Balance Sheet .....................
Statement of Revenues, Expenditures and Changes in Fund Balances
General Fund
SUPPORTING SCHEDULES
Non -Ad Valorem Special Assessments
Cash & Investment Report
SunTrust Bank Reconciliation
Check Register
............................... Page 1
Page 2 - 3
Page 4
........................... ............................... Page 5
........................... ............................... Page 6 - 7
........................... ............................... Page 8 - 9
Heritage Greens
Community Development District
Financial Statements
(Unaudited)
December 31, 2012
Heritage Greens
Community Development District
Balance Sheet
December 31, 2012
GENERAL
ACCOUNT DESCRIPTION FUND
ASSETS
Governmental Fund
Cash In Bank
$ 227,415
Investments:
7,500
Money Market Account
50,620
SBA Account
272
SBA Account - Restricted
354
TOTAL ASSETS
$ 278,661
LIABILITIES
Accounts Payable $ 13,174
Accrued Expenses 771
ITOTA'L LIABILITIES 13,945
FUND BALANCE
Assigned to:
Operating Reserve
30,000
Irrigation System Reserves
7,500
Drainage Reserves
6,000
Wall Painting Reserves
6,000
Wall Replacement Reserves
12,786
Fountain Reserves
5,500
Signs Reserves
1,000
Roads & Sidewalks Reserves
16,201
Unassigned.,
179,729
ITOTAL FUND BALANCES
$ 264,716
TOTAL LIABILITIES &
FUND BALANCES
$ 278,661
Prepared by.
Report Date: 1/WO13 Sevem Trent Management Services Page 1
HERITAGE GREENS General Fund
Community Development District
Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending December 31, 2012
ANNUAL
ADOPTED
YTD
YTD
VARIANCE (S)
DEC-12
ACCOUNT DESCRIPTION
BUDGET
BUDGET
ACTUAL
FAV(UNFAV)
ACTUAL
REVENUES
Interest - Investments
$ 400
$ 100
$ 69
$ (31)
$ 35
Special Assmnts- Tax Collector
217,904
186,766
189,891
3,125
119,392
Special Assmnts- Discounts
(8,716)
(7,470)
(7,581)
(111)
(6,518)
Gate Bar Code /Remotes
-
-
140
140
-
TOTAL REVENUES
209,588
179,398
182,519
3,123
112,909
EXPENDITURES
Administrative
ProfServ- Engineering
750
188
-
188
-
ProfServ-Legal Services
3,500
876
193
683
-
ProfServ- Mgmt Consulting Sery
35,895
8,974
8,974
-
2,991
ProfServ- Property Appraiser
3,269
-
-
-
ProfServ- Special Assessment
5,463
5,463
5,463
-
5,463
ProfServ-Web Site Development
650
650
119
531
119
Auditing Services
3,200
2,500
500
2,000
500
Communication - Telephone
50
12
-
12
-
Postage and Freight
500
126
212
(86)
61
Insurance - General Liability
7,000
7,000
7,615
(615)
-
Printing and Binding
1,500
375
231
144
134
Legal Advertising
1,200
300
182
118
-
Misc -Bank Charges
500
126
121
5
75
Misc - Assessmnt Collection Cost
4,358
3,736
3,646
90
3,144
Office Supplies
300
75
-
75
-
Annual District Filing Fee
175
175
175
-
-
Totai Administrative
68,310
30,576
27,431
3,145
12,487
Public Safety
Contracts- Security Services
48,000
12,000
11,099
901
3,692
Contracts -HVAC
350
87
-
87
-
Contracts- Sheriff
3,000
750
553
197
255
Communication - Telephone
1,500
375
308
67
103
Electricity - Entrance
2,200
550
531
19
230
Utility - Water & Sewer
900
225
196
29
126
Lease - Carts
1,500
750
-
750
-
Report Date: 1/9/2013
Prepared by:
Severn Trent Management Services
Page 2
HERITAGE GREENS General Fund
Community Development District
Statement of Revenues, Expenditures and Changes in Fund Balances
For the Period Ending December 31, 2012
Landscape
Contracts- Landscape
Contracts - Preserve Management
Electricity - Irrigation
R &M- Renewal and Replacement
R &M- Canals
R &M- Fountain
R &M- Grounds
R &M- Irrigation
R &M- Preserves
Misc - Special Projects
Total Landscape
Road and Street Facilities
Electricity - Streetlighting
R &M- Drainage
R &M -Roads & Alleyways
R &M- Sidewalks
Traffic Signage Rehabilitation
Reserve - Roadways
Total Road & Street Facilities
YTD
ANNUAL
DEC-12
ACTUAL
ADOPTED
YTD
ACCOUNT DESCRIPTION
BUDGET
BUDGET
R &M -Gate
4,352
1,088
R &M- Gatehouse
1,500
375
Op Supplies - Gatehouse
250
63
Cap Outlay- Equipment
6,726
1,680
Total Public Safety
70,278
17,943
Landscape
Contracts- Landscape
Contracts - Preserve Management
Electricity - Irrigation
R &M- Renewal and Replacement
R &M- Canals
R &M- Fountain
R &M- Grounds
R &M- Irrigation
R &M- Preserves
Misc - Special Projects
Total Landscape
Road and Street Facilities
Electricity - Streetlighting
R &M- Drainage
R &M -Roads & Alleyways
R &M- Sidewalks
Traffic Signage Rehabilitation
Reserve - Roadways
Total Road & Street Facilities
YTD
VARIANCE ($)
DEC-12
ACTUAL
FAV(UNFAV)
ACTUAL
-
1,088
-
150
225
150
81
(18)
81
198
1,482
198
13,116
4,827
4,835
18,000
4,500
4,415
85
1,555
2,000
1,000
880
120
-
2,000
501
542
(41)
180
1,500
375
-
375
-
2,600
-
-
-
-
900
225
775
(550)
425
8,500
2,125
-
2,125
-
2,500
625
-
625
500
125
-
125
-
4,000
1,000
218
782
-
42,500
10,476
6,830
3,646
2,160
11,000
2,750 2,124
626 708
2,500
625 -
625 -
2,000
501 360
141
1,750
438 -
438 -
1,250
313 -
313
10,000
10,000
10,000 -
28,500
14,627 2,484
12,143 708
TOTAL EXPENDITURES 209,588 73,622 49,861 23,761 20,190
Excess (deficiency) of revenues
Over (under) expenditures - 105,774 132,658 26,884 92,719
Net change in fund balance $ - $ 105,774 $ 132,658 $ 26,884 $ 92,719
FUND BAL. BEGINNING (OCT 1, 2012)
FUND BALANCE, ENDING
132,058 132,058 132,058
$ 132,058 $ 237,832 $ 264,716
Report Date: 1/9/2013 Prepared by:
Severn Trent Management services Page 3
Heritage Greens
Community Development District
Supporting Schedules
December 3f, 2012
HERITAGE GREENS
COMMUNITY DEVELOPMENT DISTRICT
Non -Ad Valorem Special Assessments
Collier County Tax Collector - Monthly Collection Report
For the Fiscal Year ending September 2013
Date
Received
Net Amount
Received
Discount /
(Penalties)
Amount
Collection
Costs
Gross
Amount
Received
Assessments Levied FY 2013
$
217,904
Allocation %
100%
11/07/12
$
1,247.06
$
71.30
$
25.45
$
1,343.81
11/14/12
$
23,340.07
$
992.40
$
476.33
$
24,808.80
11/29/12
$
44,346.14
$
1,885.56
$
905.02
$
47,136.72
12/13/12
$
109,729.78
$
4,632.20
$
2,239.38
$
116,601.36
TOTAL
$
178,663
$
7,581
$
3,646
$
189,891
% Collected 87.14%
TOTAL OUTSTANDING $ 28,013
Report Date: 1/9/2013 Page 4
HERITAGE GREENS AH Funds
Community Development District
Cash and Investment Reporl
December 31, 2012
General Fund
Account Name
Bank Name
Investment TyRe
Maturity
Yield
Balance
Checking Account - Operating
SunTrust Bank
n/a
n/a
0.10%
$226,415
Checking Account - Operating
Bank United
n/a
n/a
0.00%
$1,000
Operating Acct
SBA
n/a
n/a
0.25%
$272
Operating Acct (Restricted)
SBA
n/a
n/a
0.00%
$354
Money Market Account
Bank United
Business MMA
n/a
0.45%
$50,620
Total $278,661
Report Date: 1/9/2013 Prepared By:
Severn Trent Management Services Page 5
Heritage Greens COD
Bank Reconciliation
Bank Account No.
9920
Statement No.
12 -12
Statement Date
12/31/12
GIL Balance ($)
226,414.90
Statement Balance
227,712.70
GIL Balance
226,414.90
Outstanding Deposits
0.00
Positive Adjustments
0.00
--
Subtotal
227,712.70
Subtotal
226,414.90
Outstanding Checks
1,297.80
Negative Adjustments
0.00
Total Differences
0.00
Ending GIL Balance
226,414.90
Ending Balance
226,414.90
Difference
0.00
Posting
Cleared
Date Document Type
Document No.
Description
Amount
Amount
Difference
Checks
11/30/12 Payment
2547
FEDEX
7.58
7.58
0.00
11/30/12 Payment
2548
KENT OF NAPLES
2,692.50
2,692.50
0.00
11/30112 Payment
2549
SEVERN TRENT ENVIRONMENTAL SERVICES
3,084.45
3,084.45
0.00
12/05/12 Payment
2550
AQUATIC SYSTEMS
150.00
150.00
0.00
12/05112 Payment
2551
CENTURY LINK
102.66
102.66
0.00
12!05112 Payment
2552
FEDEX
7.58
7.58
0.00
12/05112 Payment
2553
FPL
1,017.17
1,017.17
0.00
12/05/12 Payment
2554
PJM LAWN SERVICE
1,605.00
1,605.00
0.00
12/05/12 Payment
2555
RAYMENT POOLS LLC
75.00
75.00
0.00
12/05112 Payment
2556
UPLANDS LLC
880.00
880.00
0.00
12!17112 Payment
2557
COLLIER COUNTY SHERIFF'S OFFICE
127.50
127.50
0.00
12/17/12 Payment
2558
GRAU & ASSOCIATES
500.00
500.00
0.00
12!17112 Payment
2559
KENT OF NAPLES
1,842.00
1,842.00
0.00
Total Checks ....... ......
.... . .. ......
............... .............
12,091.44
12,091.44
0.00
Deposits
12/13/12
ACH CREDIT
COLLIER CTY:ASSMNTS RCVD THRU 12/12/12
109,729.78
109,729.78
0.00
12/20/12
ACH DEBIT
SUNTRUST MONTHLY ANALYSIS FEE -NOV 2012
-74.54
-74.54
0.00
12/31/12
ACH CREDIT
SUNTRUST INTEREST INCOME -DEC 2012
15.98
15.98
0.00
Total Deposits . .........
. . .. . . ......
. . ... .. .. . ... . . ........... ...
. .
109,671.22
109,671.22
0.00
Outstanding Checks
12/26/12 Payment
2560
COLLIER COUNTY UTILITY BILLING
63.20
0.00
63.20
12/26/12 Payment
2561
FEDEX
7.55
0.00
7.55
12/26/12 Payment
2562
KENT OF NAPLES
892.00
0.00
892.00
12131/12 Payment
2563
COLLIER COUNTY SHERIFF'S OFFICE
127.50
0.00
127.50
12/31/12 Payment
2564
FEDEX
7.55
0.00
7.55
Page 6
Heritage Greens CDD
Bank Reconciliation
Posting
Date Document Type Document No. Description Amount
Outstanding Checks
12/31/12 Payment 2565 NAPIER ENTERPRISES INC 200.00
Total Outstanding Checks . ..... .... . ... ...... .............. . ............ 1,297.60
Cleared
Amount Difference
0.00 200.00
Page 7
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