Heritage Landing Community Development District

Board of Supervisors’ Meeting
June 10, 2021

District Office: 2806 N. Fifth Street Unit 403
St. Augustine, FL 32084 www.heritagelandingcdd.org

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

Rizzetta & Company, Inc., 2806 North Fifth Street, Unit 403, St Augustine, FL 32084

Board of Supervisors	Michael Taylor Alan Fernandez	Chairman Vice Chairman	
	Robert Och Achara Tarfa Kevin Austin	Assistant Secretary Assistant Secretary Assistant Secretary	
District Manager	Melissa Dobbins	Rizzetta & Company, Inc.	
District Counsel	Wes Haber	Hopping Green & Sams, PA	
District Engineer	Scott Lockwood	England-Thims & Miller, Inc.	

All cellular phones must be placed on mute while in the meeting room.

The first section of the meeting is called Audience Comments, which is the portion of the agenda where individuals may make comments on Agenda Items. The final section of the meeting will provide an additional opportunity for Audience Comments on other matters of concern that were not addressed during the meeting. Individuals are limited to a total of three (3) minutes to make comments during these times.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (904) 436-6270. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1-1, or 1-800-955-8771 (TTY)
1-800-955-8770 (Voice), who can aid you in contacting the District Office.

A person who decides to appeal any decision made at the meeting/hearing/workshop with respect to any matter considered at the meeting/hearing/workshop is advised that person will need a record of the proceedings and that accordingly, the person may need to ensure that a verbatim record of the proceedings is made including the testimony and evidence upon which the appeal is to be based.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

District Office · St. Augustine, Florida · (904) 436-6270
Mailing Address – 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614
www.heritagelandingcdd.org

Board of Supervisors Heritage Landing Community Development District

Dear Board Members:

AGENDA

June 3, 2021

The re g ular m eet i ng of th e Boa rd of S uper v i s or s of t he H er i t age Landi ng 
Com munity Development District will be held on Thursday, June 10, 2021 at 10:00 a.m. at the Heritage Landing Amenity Center, located at 370 Heritage Landing Parkway, St. Augustine, Florida 32092. The following is the agenda for this meeting.
CALL TO ORDER/ROLL CALL
AUDIENCE COMMENTS ON AGENDA ITEMS
BUSINESS ADMINISTRATION
Consideration of the Board of Supervisors’ Regular Meeting Minutes
held on May 13, 2021	Tab 1
Ratification of the Operation and Maintenance Expenditures
for April 2021	Tab 2
STAFF REPORTS PART A
District Engineer
1.) Acceptance of Annual Engineer Report, May 26, 2021
(Under Separate Cover)
Landscape and Maintenance
1.) BrightView Landscape Report, June 3, 2021	Tab 3
Security Update
1.) Giddens Security Report, June 10, 2021 & SJCSO Patrol Report,
May 2021	Tab 4
BUSINESS ITEMS
Presentation of Giddens Security Agreement Renewal	Tab 5
Consideration of Proposals for Pond and Fountain Maintenance	Tab 6
Discussion Regarding Suspension of Amenity Privileges
Discussion Regarding Vesta Fiscal Year 2022 Proposed Increase
STAFF REPORTS PART B
District Counsel
Amenity Center and Field Maintenance
1.) Amenity Manager Report, June 2, 2021	Tab 7
2.) Field Maintenance Report, June 1, 2021	Tab 8
3.) Charles Aquatics Pond Report, May 10 & 20, 2021	Tab 9
District Manager
AUDIENCE COMMENTS AND SUPERVISOR REQUESTS
ADJOURNMENT
I look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to contact me at (904) 436-6270.

CALL TO ORDER / ROLL CALL

AUDIENCE COMMENTS ON AGENDA ITEMS

BUSINESS ADMINISTRATION

Tab 1

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 1

1	MINUTES OF MEETING
2
Each person who decides to appeal any decision made by the Board with respect to any
matter considered at the meeting is advised that the person may need to ensure that a
verbatim record of the proceedings is made, including the testimony and evidence upon which
such appeal is to be based.
7
8	HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
9
The regular meeting of the Heritage Landing Community Development District was held on
Thursday, May 13, 2021 at 6:00 p.m. at the Heritage Landing Amenity Center, located at 370
Heritage Landing Parkway, St. Augustine, Florida 32092. The following is the agenda for this
meeting.
14
15	Present and constituting a quorum:
16
Michael Taylor	Board Supervisor, Chairman
Alan Fernandez	Board Supervisor, Vice Chairman
Robert Och	Board Supervisor, Assistant Secretary
Achara Tarfa	Board Supervisor, Assistant Secretary
(via speakerphone and then joined in person)
Kevin Austin	Board Supervisor, Assistant Secretary
(via speakerphone)
24
25	Also present were:
26
Melissa Dobbins	District Manager, Rizzetta & Company, Inc.
Wes Haber	District Counsel, Hopping Green & Sams, P.A.
(via speakerphone)
Scott Lockwood	District Engineer, England-Thims & Miller
(via speakerphone)
Jay King	VP District Services Division, Vesta Property Services
Todd Myhill	Facility Manager, Vesta Property Services
Lourens Erasmus	Field Operations Manager, Vesta Property Services
Billy Buerki	Representative, BrightView Landscaping
Adam Giddens	Chief Financial Officer, Giddens Security
37
38	Public in person and via Teleconference
39
40
41
42
43
44	FIRST ORDER OF BUSINESS	Call to Order

Mr. Taylor called the meeting to order at 6:04 p.m. and read the roll call.	
45
46
47
48
49	SECOND ORDER OF BUSINESS

No public comments on agenda items.	Public Comments	
50

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 2
51	THIRD ORDER OF BUSINESS	Consideration of the Board of Supervisors’	
52		Regular Meeting Minutes held on April 8,	
53		2021	
54			
55	The Board reviewed the Minutes of Meeting from April 8, 2021.	
56			
57	FOURTH ORDER OF BUSINESS	Consideration of the Board of Supervisors’	
58		Workshop Meeting Minutes held on April 29,	
59		2021	
60
61 The Board reviewed the Workshop Minutes of Meeting from April 29, 2021.
62
FIFTH ORDER OF BUSINESS	Ratification of the Operation and
Maintenance Expenditures for March 2021
65
66 The Board reviewed the Operation and Expenditures for March 20121.
67
SIXTH ORDER OF BUSINESS	Acceptance of Arbitrage Report, Series
2015, Period Ending March 25, 2021
70
71 The Board reviewed the Arbitrage Report, Series 2015, Period Ending March 25, 2021.

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board approved the Board of Supervisors’ Regular Meeting Minutes held on April 8, 2021 for Heritage Landing Community Development District.

72

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board approved the Board of Supervisors’ Workshop Meeting Minutes held on April 29, 2021 for Heritage Landing Community Development District.

73

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board ratified Operation and Maintenance Expenditures for March 2021 for Heritage Landing Community Development District.

74

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board accepted Arbitrage Report, Series 2015, Period Ending March 25, 2021 for Heritage Landing Community Development District.

75

76
77	The Board moved to agenda item 4C.		
78				
79	SEVENTH ORDER OF BUSINESS	Staff Reports	
80				
81	C.	Security Update		
82		1.) Giddens Security Report, May 13, 2021 & SJCSO Patrol Report,	
83		SJCSO Patrol Report April 2021	
84				
85		The Board reviewed the reports behind Tab 5 of the agenda.	
86				
87	The Board moved to agenda item 5A.		

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 3

EIGHT ORDER OF BUSINESS	Presentation of Giddens Security
Agreement Renewal
90
Mr. Giddens reviewed issues he would have if he is not able to increase wages
due to the job market conditions and wage requirements. He noted there are many unknowns
on recruiting and retention that it has created a struggle when proposing future rates. However,
he is willing to go back and review his numbers for an updated proposal for one year and multi-
year options. After discussion, the Board requested, he present a revised proposal at the June
meeting.
97
98 The Board moved to agenda item 5I.
99
100 NINTH ORDER OF BUSINESS	Discussion Regarding Zumba Fitness
101
Ms. Charoni requested that she be able to teach Zumba at the facility. Staff noted that
this would not be a Vesta program and would require an agreement between the District and
the Instructor. Board requested that residents get first priority to register and confirmed there
would be a 10% Revenue Sharing Fee. Ms. Charoni accepted those terms. After discussion
the Board approved the chair to execute a District Instructor Agreement with Ms.
Charoni for Zumba Lessons. Mr. Austin recused himself citing form 8B (Exhibit A).

On a motion by Mr. Fernandez, seconded by Mr. Taylor, by majority vote, the Board approved Zumba Fitness program for Heritage Landing Community Development District.

The Board moved to agenda item 4E2.

TENTH ORDER OF BUSINESS	Staff Reports

E.	Amenity Center and Field Maintenance
2.) Field Maintenance Report, May 13, 2021

Mr. Erasmus introduced Matthew Turner, owner of the adjacent property along
FPL Easement and SR 16, who updated the board his plan to install a fence
along his property which he recommends the District attach to with a fence to
help resolve the matter regarding vehicles coming off Silver Glen to cut through
this area to get to SR 16, as a short cut. Disc. ensued. Board directed staff to
install a fence on CDD property which would help block vehicles from using this
area to exit the community.
Mr. Erasmus also updated the board that a new gym is opening in the Murabella
Shopping Center and the owner would like to offer free classes on the amenity
lawn to market his new business. Disc. Ensued. Board approved subject to the
vendor providing proof of insurance and participates sign waivers.

The Board moved to agenda item 4D.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 4
134	D.	Landscape and Maintenance	
135		1.) BrightView Landscape Report, May 3, 2021	
136		2.) Consideration of Proposal for Landscape Enhancements	
137		at Silver Glen	
Mr. Buerki updated the Board that they had a site visit with Staff and the
Chairman, and they noted that they will start to increase communication in
between meetings which would help a lot on the issues they are having in
specific areas. They also are going to switch using TruGreen as their
subcontractor within this community and start using a company called Sunshine,
which should help with some of the complaints they are hearing regarding weeds
and the type of service they were getting with TruGreen.

The Board moved to agenda item 4B.

B.	District Engineer
Mr. Lockwood updated the Board that he is currently working on his annual
report which is required per the bond documents. He will have this ready to
present at the June meeting.

The Board moved to agenda item 4E1.

E.	Amenity Center and Field Maintenance
1.) Amenity Manager Report, May 13, 2021
Mr. Myhill updated the Board that he is working on scheduling and planning a
Triathlon for children within the Community.

The Board moved to agenda item 4F.

F.	District Manager
Ms. Dobbins updated the board that she is still waiting for the reimbursement
check of $732 from FPL for eliminating the one additional streetlight in phase 4.

She also stated that the District’s Insurance Agent performed an on-site inspection and sent
over some recommendations that were sent to staff to review further. In addition, they
recommended for the Board to consider increasing the value of the Pier since it was originally
valued at $12K and is undervalued at this time, also to add District owned street signs and the
dumpster enclosure to the policy. After reviewing these items with staff there was a
recommendation to increase the Pier replacement value to $25K, Street Signs would value at
$100K and the Dumpster would value at $15K. The fee for the remaining of FY 21 would cost
approx. $300 and for Fiscal Year 2021-2022 the estimate would increase approx. $640.
Discussion ensued.

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board directed Staff to update the policy to include these items for Heritage Landing Community Development District.

The Board moved to agenda item 4A.

A.	District Counsel	

	HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 5	
181		
182	Mr. Haber highlighted some of latest Legislative updates, stating that training is	
183	still not required for District Board members, however, his firm is still watching to	
184	see if the Governor is going to sign a bill regarding the ability for districts to only	
185	advertise on newspaper’s websites and not in their hard copy paper any longer.	
187	Mr. Haber also reviewed his additional Common Area description which would be	
188	included in the District Policies to help clarify all areas of District property that the	
189	policies and rules apply to.	

186

190
191 Ms. Tarfa was not present via teleconference or in person at this time.
192
On a motion by Mr. Och, seconded by Mr. Fernandez, with all in favor, the Board approved the additional Common Ageas summary to be included in the District Policy Packet for Heritage Landing Community Development District.
193
ELEVENTH ORDER OF BUSINESS	Consideration of Renewal Agreement for
Preventative Maintenance with Commercial
Fitness

Discussions ensued.

On a motion by Mr. Taylor, seconded by Mr. Och, by majority vote, with Mr. Fernandez opposed, the Board approved the Renewal Agreement for Preventative Maintenance with Commercial Fitness for Heritage Landing Community Development District.

The Board moved to agenda item 5D.

TWELFTH ORDER OF BUSINESS	Consideration of Proposal for RV Lot
Windscreens

Discussions ensued.

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board approved Welch Tennis Courts Premium Windscreen in the amount of $1,931.16 for Heritage Landing Community Development District.

The Board moved to agenda item 5B.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 6

THIRTEENTH ORDER OF BUSINESS	Discussion Regarding Suspensions of
Amenity Privileges

Board reviewed incident at pool on May 1, 2021 and a possible suspension of an adult resident
who had charges filled against them for striking another resident and facility attendant. After
deliberation between the resident and the Board, Mr. Fernandez recommended a year
suspension from the facilities. Mr. Och also agreed with that length of suspension due to the
zero-tolerance policy the Board agreed to last month. The remaining Board members
commented they wanted to also consider a fair punishment, which would consider her
children’s ability to use the facilities. Discussions ensued.

On a motion by Mr. Taylor, seconded by Mr. Austin, by majority vote, with Mr. Fernandez and Mr. Och opposed, approved the suspension of an adult resident for the remainder of the 2021 calendar year (until January 1, 2022) for all access controlled facilities for Heritage Landing Community Development District.

The Board moved to agenda item 5F.

FOURTHEENTH ORDER BUSINESS	Discussion Regarding
Cleaning/Staffing/Mask Wearing at Amenity
Fitness Facility
Discussions ensued.

On a motion by Mr. Taylor, seconded by Mr. Austin, with all in favor, the Board approved to change the mask policy to be optional and directed Staff to post notices which includes notifying residents that cleaning is now once per day for Heritage Landing Community Development District.

Ms. Tarfa joined the meeting in person.

The Board also discussed increasing from two (2) pool monitors to three (3) lifeguards due to
heavy activity and to assist Staff to better control and enforce policies.

On a motion by Mr. Austin, seconded by Ms. Tarfa, with all in favor, the Board approved three (3) Lifeguards on Weekends to be implemented as soon as possible for Heritage Landing Community Development District.

The Board moved to agenda item 5E.

FIFTEENTH ORDER OF BUSINESS	Consideration of Charles Aquatics Renewal

After discussion the board directed staff to bid out Pond and Fountain Maintenance Services to
be reviewed at the next meeting.

The Board moved to agenda item 5H.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 7

SIXTEENTH ORDER OF BUSINESS	Consideration of Proposal for Pool
Furniture

Board reviewed proposals behind Tab 17. Board requested staff to wait until November when
the pool is closed for repairs to order and have ready when re-opened. Discussions ensued.

On a motion by Ms. Tarfa, seconded by Mr. Och, with all in favor, the Board approved Coastal Carolina Supply in the amount of $9,679.50 for Heritage Landing Community Development District.

The Board moved to agenda item 5J.

SEVENTEENTH ORDER OF BUSINESS	Consideration of Resolution 2021-02,
Approving Fiscal Year 2021-2022 Proposed
Budget and Setting Public Hearing

Discussions ensued.

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board approved Resolution 2021-02 Setting the Public Hearing for August 12, 2021 at 6:00 p.m. at Heritage Landing Amenity Center, located at 370 Heritage Landing Parkway, St. Augustine, Florida 32092 for Heritage Landing Community Development District.

EIGHTEENTH ORDER OF BUSINESS	Audience Comments and Supervisors
Request
Ms. Tarfa request two additional trash cans. After discussion, Staff will relocate one closer to
the basketball court area to see if that helps resolve the need. If not, then another can be
ordered.

Mr. Taylor noted some residents inquired about a kayak launch area. Wes updated the board
that he is aware of districts that have them that go straight into a natural creek and another
which has a specific kayak launch pad facility where one can only access the pond at that
specific location. He suggested if this inquire goes any further to ask the District Engineer to
confirm if the District’s permit would allow it. After discussion the Board took no further action
on this matter.

No audience comments.

NINETEENTH ORDER OF BUSINESS	Adjournment

On a motion by Mr. Fernandez, seconded by Mr. Taylor, with all in favor, the Board adjourned the meeting at 10:04 p.m. for Heritage Landing Community Development District.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
May 13, 2021 Minutes of Meeting
Page 8

322   		 	
323 Secretary/Assistant Secretary	Chairman/Vice Chairman
324
325
326
327
328
329
330
331
332

Exhibit A

933 Indian River Road
St Augustine	St. Johns

APPOINTED OFFICERS (continued)
A copy of the form must be provided 1mmed1ately to the other members of the agency The form must be read publicly at the next meeting after the form 1s filed
IF YOU MAKE NO ATTEMPT TO INFLUENCETHE DECISIONEXCEPT BY DISCUSSIONAT THE MEETING
You must disclose orally the nature of your conflict in the measure before paritcipating
You must complete the fonn and file rt within15 days after the vote occurs with the person responsible for recording the minutes of the meeting who must incorporate the form in the minutes A copy of the form must be provided 1mmed1ately to the other members of the agency, and the form must be read publicly at the next meeting after the form is filed

DISCLOSURE OF LOCAL OFFICER'S INTEREST

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(a) A	surecame or will come before my agency which (check one)
inured tomy speoal pnvate gain or loss,
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D  inured to the speci  al gain or loss of my relative, _   _   _   _   _   _

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D inured to the spee1al gain or loss of_ _ _ _ _ _ _ _ _ _
whom I am retained, or
D  ,nured tot he   special gain or lossof _   _   _   _   _   _   _   _   _   _

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1s the parent organrzat1on or subsidiary of a principalwhich has retained me
(b) The measure before my agency and the nature of my con01ctlng interest 1n the measure 1s as follows

Date Filed

Signature

NOTICE UNDER PROVISIONS OF FLORIDA STATUTES §112.317, A FAILURE TO MAKE ANY REQUIRED DISCLOSURE CONSTITUTES GROUNDS FOR AND MAY BE PUNISHED BY ONE OR MORE OF THE FOLLOWING IMPEACHMENT.
REMOVAL OR SUSPENSION FROMOFFICE OR EMPLOYMENT, DEMOTION, REDUCTION IN SALARY, REPRIMAND, OR A CIVIL PENALTY NOT TO EXCEED $10,000

CE FORM 8B - EFF 1/2000	PAGE 2

Tab 2

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE · ST. AUGUSTINE, FLORIDA 32084
MAILING ADDRESS · 3434 COLWELL AVENUE, SUITE 200 · TAMPA, FLORIDA 33614 WWW.HERITAGELANDINGCDD.ORG

Operation and Maintenance Expenditures
April 2021
Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from April 1, 2021 through April 30, 2021. This does not include expenditures previously approved by the Board.

The total items being presented: $100,956.46

Approval of Expenditures:

 	 Chairperson

 	 Vice Chairperson

 	 Assistant Secretary

Heritage Landing Community Development District
Paid Operation & Maintenance Expenditures
April 1, 2021 Through April 30, 2021

Vendor Name	Check Number Invoice Number	Invoice Description	Invoice Amount

ADKINS Construction Co LLC	007961	20-090-01	Slide Towers repairs 03/21	$	30,000.00	
Advantage Sports & Fitness, Inc.	007962	ARI. 5012169	Equiptment delivery 03/21	$	2,802.00	
Advantage Sports & Fitness, Inc.	007973	ARI.5012169	Precor AMT 733 03/21	$	2,802.00	
Alan Fernandez	007974	AF040821	Board of Supervisors Meeting 04/8/2021	$	200.00	
Aquacal	007963	0000365944	Pool Heat Pumps Maintenance & Repair	$	150.00	

BrightView Landscape Services, Inc.	
007964	
7191249	02/21
Landscape Maintenance 02/21	
$	16,249.00	
BrightView Landscape Services, Inc.	007975	7311065	Bales of Pinestraw 03.21	$	55.87	
Charles Aquatics, Inc.	007965	40239	Monthly Aquatic Services - 13 Ponds 11/20	$	100.00	
Charles Aquatics, Inc.	007965	41173	Monthly Aquatic Services - 13 Ponds 03/21	$	150.00	
Charles Aquatics, Inc.	007976	41268	Monthly Aquatic Services - 13 Ponds 04/21	$	975.00	
Competition Door Sales, Inc.	007966	11034-1	Removal and Reinstall of Gym Mirrors	$	750.00	
Disclosure Services, LLC	007983	1	Amortization Schedule Series 2015 5-1-21	$	100.00	
England Thims & Miller, Inc.	007984	0197463	Professional Services 03/21	$	89.00	

Heritage Landing Community Development District

Paid Operation & Maintenance Expenditures	
April 1, 2021 Through April 30, 2021	

Vendor Name		
Check Number Invoice Number		
Invoice Description		
Invoice Amount	

Florida Department of Revenue	
007990	
658015563124-2	
Sales and Use Tax 03/21	
$	
82.16	
		Sales and Use Tax				
Giddens Security Corporation	007977	23462071	Security Guard Contract 03/21	$	4,318.13	
Hopping Green & Sams	007967	121073	General/Monthly Legal Services 01/21	$	1,614.00	
Kevin Lee Austin	007978	KA040821	Board of Supervisors Meeting 04/8/2021	$	200.00	
Leslie Achara McNair-Tarfa	007972	AT040821	Board of Supervisors Meeting 04/8/2021	$	200.00	
LLS Tax Solutions, Inc.	007991	002268	Arbitrage Rebate Calculation Series 2015	$	500.00	
			PE 03/25/21			
McVeigh & Mangum Engineering, Inc.	007985	20110805-AS	Engineering Services-Slide Tower 02/21	$	1,566.25	
McVeigh & Mangum Engineering, Inc.	007985	20110807-AS	Engineering Services-Slide Tower 04/21	$	142.50	
Messer Caparello, P.A.	007992	484019	Legal Assistance A. Fernandez 08/20	$	300.00	
Michael C. Taylor	007980	MT040821	Board of Supervisors Meeting 04/8/2021	$	200.00	
NEWAGETUTORS LLC dba.	007989	2558	Website ADA Compliance 04/21	$	250.00	
VGlobaltech						
Poolsure	007968	131295598403	Monthly Pool Maint & Chemicals 04/21	$	1,904.96	
Rizzetta & Company, Inc.	007969	INV0000057604	District Management Fees 04/21	$	5,800.00	

Heritage Landing Community Development District
Paid Operation & Maintenance Expenditures
April 1, 2021 Through April 30, 2021

Vendor Name	Check Number Invoice Number	Invoice Description	Invoice Amount

Rizzetta Technology Services, LLC	007970	INV000007399	Website Hosting Services 04/21	$	100.00	
Robert Och	007979	RO040821	Board of Supervisors Meeting 04/8/2021	$	200.00	
St. Johns County Tax Collector	007993	2021/2022	Utility Trailer Tag Renewal 2021/2022	$	27.35	
Turner Pest Control, LLC	007981	7258733	Pest Control Service 02/21	$	110.25	
Turner Pest Control, LLC	007987	7330196	Pest Control Service 03/21	$	110.25	
Turner Pest Control, LLC	007987	7410436	Pest Control Service 04/21	$	110.25	
Vesta Property Services, Inc.	007971	382063	Camp Heritage Fees 1st Half 04/21	$	13,734.90	
Vesta Property Services, Inc.	007988	382069	Camp Heritage Fees 2nd Half 04/21	$	13,734.90	
Vicky Oakes Supervisor of Elections	007986	2021-05	2021 General Election Cost	$	165.75	
W.B. Mason Co., Inc.	007982	219076955	Janitor Supplies 03/21	$	104.98	
Waste Management, Inc of Florida	007994	0000492-4032-8	Waste Disposal Services 04/21	$	206.96	
Wayne Automatic Fire Sprinklers Inc.	007995	875140	Annual Sprinkler/Alarm/Backflow Inspections 03/21	$	850.00	
Report Total				 $	100,956.46	

STAFF REPORTS
PART A

District Engineer

Acceptance of Annual Engineer Report, May 26, 2021 (Under Separate Cover)

Landscape and Maintenance

Tab 3

Quality Site Assessment

General Information

Property Name: Heritage Landing @ WGV
Date: Thursday, June 03, 2021
Next Inspection Date: Friday, June 25, 2021
Client Attendees:
Brightview Attendees: William Buerki

CUSTOMER FOCUS AREA:

Amenities, Heritage Landing pkwy, Common elements

MAINTENANCE ITEMS:

Maintenance crew are hand-pulling weeds from flowers each week to be sure they look their best. Summer annuals are scheduled to be installed the first week of July.

..2) We have been experiencing high temperatures as well as drought over the past month. All things considered the overall turf health and color is what is to be expected under these conditions. We do have rain in our upcoming forecast which will give the turf areas some much-needed relief

..4) I did identify some turf weeds in need of treatment during the inspection. Our upcoming turf application will address these. Dalis grass From RV lot to Silver Glen is scheduled to be treated next week

3) Shrubs have been trimmed throughout the community to reach desired size and shape. Crew is also focusing on keeping shrubs away from the sidewalks
5) Crew will be working on pushing back the wood line from the RV lot towards the roundabout during the month of June.

..6) Wood line was cut back away from sidewalk near Flowers St. as requested

..8) We skipped the mowing on the common area along Silver Glen due to drought conditions. Area was looking very rough and putting our machine on it would only have a negative impact. We did receive rain twice prior to my inspection and the turf has already started to respond. Area is scheduled to be mowed during next service visit

7) Sunshine ligustrum on the north side of the roundabout are under performing. Scheduling treatment next week with liquid fertilizer. Will monitor their improvement over the coming month
9) Approved Jasmine were installed to fill in the bed space on the island tip your

10) A high population of weeds in beds on the front half of heritage Landing Parkway was identified during my inspection. This area is scheduled to be handled and sprayed during next weeks service

RECOMMENDATIONS FOR PROPERTY ENHANCEMENTS:

1) I’m scheduled to meet with my designer on June 14 to create some different options at the end of Silver Glen.

..2) Sod area along the front of the amenity center should be considered for replacement. Grass is very thin and it is a highly focal area

BrightView.com

Confidential Page 1 of 5

Quality Site Assessment

NOTES TO OWNER/CLIENT:	
Turf application was made to old St Augustine areas on June 3. This application included fertilizer, Herbicide for weed control, and insecticide for a chinch bug preventative

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Confidential Page 2 of 5

Quality Site Assessment

Maintenance crew are hand-pulling weeds from flowers each week to be sure they look their best. Summer annuals are scheduled to be installed the first week of July.

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Maintenance Items

We have been experiencing high temperatures as well as drought over the past month. All things considered the overall turf health and color is what is to be expected under these conditions. We do have rain in our upcoming forecast which will give the turf areas some much- needed relief

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Maintenance Items

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Confidential Page 3 of 5

I did identify some turf weeds in need of treatment during the inspection. Our upcoming turf application will address these. Dalis grass From RV lot to Silver Glen is scheduled to be treated next week

Maintenance Items

Shrubs have been trimmed throughout the community to reach desired size and shape. Crew is also focusing on keeping shrubs away from the sidewalks

Maintenance Items

Quality Site Assessment

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			Maintenance Items					Maintenance Items	
Wood line requested	was	cut	back away from sidewalk	near	Flowers St.	as		Sunshine ligustrum on the north side of the roundabout are under performing. Scheduling treatment next week with liquid fertilizer. Will monitor their improvement over the coming month	

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Confidential Page 4 of 5

Quality Site Assessment

We skipped the mowing on the common area along Silver Glen due to drought conditions. Area was looking very rough and putting our machine on it would only have a negative impact. We did receive rain twice prior to my inspection and the turf has already started to respond. Area is scheduled to be mowed during next service visit

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Maintenance Items

Approved Jasmine were installed to fill in the bed space on the island tip your

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Maintenance Items

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Confidential Page 5 of 5

BrightView Landscape Report (Under Separate Cover)

SECURITY UPDATE

Tab 4

528 S. Edgewood Avenue Jacksonville, FL 32205
904.384.8071 or 1.888.844.4345
Fax: 904.389.9931
info@giddenssecurity.com
Professional Armed and Unarmed Security Officers since 1982.

Offices and Training Facilities: Jacksonville   -   Ocala   -   West Palm Beach   -   Fort Myers   -   Tallahassee

Monthly Security Report
Submitted to: Heritage Landing CDD
Thursday, June 10, 2021
10:00 am

Daily logs and incident reports are being completed by both security officers (Roy Deering and David Myers) and filed on-site in the Amenity Center as well as at Giddens Security main office. These include routine notes about daily encounters with residents and guest.

Security officers are making consistent foot patrols/rounds, hitting all check points in accordance with post orders, and making sure the areas are secure.

5/17 10:30 pm, S/O asked three teens to leave the gym area.

5/22 4:45 PM. A mother was looking for her teenage daughter. The daughter was later located around the soccer field.

5/26 4:45pm, Seven teens were caught sneaking into the pool area via the side gate. The were all asked to leave the area and they complied.

5/27, 4:45 pm, teen was who lives in the community was seen skateboarding on the basketball court. He was asked to stop, and he complied.

5/27 8:55 male resident entered the pool area through a side gate; he was asked to go sign in and he was asked to please use the front gate.

5/28, 5:45pm; three teen girls were asked to leave the children’s playground because they did not live in the community.

Respectfully submitted, Nathan Scott
Director of Operations

St. Johns County Sheriff’s
May 2021
Report

5/2/21 Routine patrolled community and talked to several residents. No issues to report.

5/3/21 Patrol/Traffic enforcement in marked patrol car. Ran radar in phases 1, 2 and Heritage Landing Parkway. 3 Speeding violations. 1 parking violation of Three Forks Ct. Reported broken sprinkler line to Todd. Assisted resident with retrieving lost toy in storm drain.

5/6/21 Ran radar in phase 2 and then in back to 3 and 4 near the roundabout.

5/11/21 Found several vehicles in and around Silver Glen. Returned juveniles to parents.

5/12/21 Patrol/Traffic enforcement in marked patrol car. Responded to criminal mischief with bb holes in windows. Case solved with patrol help. Restitution agreed upon. Radar in phases 1, 3, 4 and HL Parkway. 3 Speeding violations, 1 Stop sign violation. Helped Mr. Roy with flat tire.

5/17/21 Patrol/Traffic enforcement in marked patrol car. Radar on Heritage Landing Parkway, phases 3 and 4. 3 Speeding violations.  Patrolled amenity center and dead end of Silver Glen Avenue.

5/20/21-- Food trucks were at the amenity center, no issues seen or reported. Spoke with Security Officer Roy who advised he has not had any issues lately. Did traffic control on Silver Glen Ave, no violation was observed.

5/21/21--Several people on all courts and fields, but no issues seen or reported. Traffic control on the main parkway and issued one warning for speed. Check the dead end of Silver Glen a few times and no suspicious vehicles or person located.

5/24/21 Routine patrolled neighborhoods every hour. Ran stationary/moving radar throughout community. Conducted four (2) traffic stops. 2 warnings. Assisted resident w/lost dog. Could not locate. Assisted patrol on check on welfare of resident. All was OK. Several people at the basketball courts and fields, but nothing out of the ordinary. Traffic control on the main parkway and no violations were observed. Checked the dead end of Siler Glen, but nothing found.
5/25/21-- Patrolled the amenity center due to several people out. No issues seen or reported. Traffic control in Phase 1 due to complaints, but no violation occurred in my present tonight.

5/26/21 Routine patrolled neighborhoods every hour. Sat at various four way stop signs. No infractions noted. Two warnings for speeding (Heritage landing pkwy). Ran stationary/moving radar throughout neighborhoods. Monitored school bus traffic for infractions. None Noted.

BUSINESS ITEMS

Tab 5

528 S. Edgewood Avenue Jacksonville, FL 32205
904.384.8071 or 1.888.844.4345
Fax: 904.389.9931
info@giddenssecurity.com
Professional Armed and Unarmed Security Officers since 1982.

Offices and Training Facilities: Jacksonville   -   Ocala   -   West Palm Beach   -   Fort Myers   -   Tallahassee

May 18, 2021

Lourens Erasmus General Manager
370 Heritage Landing Parkway Saint Augustine, FL 32092 Office: 904.940.6095
Cell:	904.536.6217
Email: lerasmus@vestapropertyservices.com

RE: Renewal Rate for Security Services at Heritage Landing Mr. Erasmus:
Thank you for the opportunity of allowing Giddens Security Corporation to be considered in continuing providing Heritage Landing with security services.

With the labor market having changed so much this past year and the upcoming increase in Florida’s Minimum wage rate, we are proposing an increase from our original rate from 2019.
For FY 2021-2022, we are proposing a rate of $22.89 per hour at Heritage Landing.

Payment Terms: The billing rate for New Year’s Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day, and Christmas Day shall be 1.5 times the normal billing rate. We can invoice bi-weekly or monthly. Any invoices that are 30 days past due are subject to a late fee of 1.5% interest per month.

Thank you for your consideration of our submission. If you need any additional information, please contact me directly.

Respectfully Submitted,

Adam Giddens, CPA Chief Financial Officer

Tab 6

HERITAGE LANDING CDD	
PROPOSAL WORKSHEET	
JOB	QTY	VENDOR	QUOTE	NOTES	TERM	
				12 visits and additional treatments if		
Aquatic Maintenance		Charles Aquatic	$11,700	needed	48 months	
		Clear Waters	$22,000	12 visits		
		Clear Waters	$27,000	18 visits		
				12 visits and additional treatments if		
		Lake & Wetland	$13,824	needed	24 months	
				18 visits and additional treatments if		
		Lake doctors	$11,616	needed	24 months	
Fountain Maintenance		Charles Aquatic	$2,000	Quarterly vists	48 months	
		Clear Waters	$5,000	Quarterly vists		
		Lake & Wetland	$2,100	Quarterly vists	24 months	
		Lake Doctors	$2,000	Quarterly vists	24 months	
Triploid Grass Carp		Charles Aquatic Clear Waters Lake & Wetland Lake Doctors	$7
$10
$11
$9	Per fish and they recommend more Per fish
Per fish
Per fish and they recommend adding 400		

Aquatic Management Agreement
This Agreement dated effective to start   June 1	_, 2021, is made between Charles Aquatics, Inc., a Florida Corporation, and

Name Heritage Landing CDD c/o Melissa Dobbins, Rizzetta & Company	

Address

2806 N. Fifth St, Unit 403

City St Augustine		State FL		Zip   32084		
Phone 904-436-6270 	Fax _ 		E-Mail	  mdobbins@rizzetta.com		_	
Hereinafter called “CLIENT”.				

Charles Aquatics, Inc., agrees to provide aquatic management services in accordance with the terms and conditions of this Agreement and within all applicable governmental regulations for a period of forty-eight
(48) months from the date of the execution of this Agreement at the following location(s): Fourteen (14) ponds located in St Johns County, FL.
CLIENT agrees to pay Charles Aquatics, Inc. , the following sum(s) for the listed aquatic management services:

Monthly Aquatic Management Services	$

975    _

Comprehensive Service Reports following each treatment	$ Included
Pollution Liability Insurance	$ Included
Grass Carp stocking (Upon Approval)	$ 7.50/fish
Permitting for Grass Carp	$ Included
Fabrication and Installation of Aluminum Fish Barriers	$ 45/sq. ft

The terms and conditions in this entire Agreement (to include pages 2 and 3) form an integral part of this Agreement and the CLIENT hereby acknowledges that he has read, is familiar with, has checked and initialed all boxes listing DISCLOSURE conditions (a) through (i) on page 2, and will comply with the contents thereof.

Charles Aquatics, Inc.	Client

Sign		_ Print			 Date 	

-1-
(Aquatic Management Agreement continued on page 2)
Charles Aquatics, Inc. 6869 Phillips Parkway Drive S Jacksonville, FL 32256 Phone: 904-997-0044 Fax: 904-807-9158
www. charlesaquatics.com

Payment - This contract has a Net 30 payment requirements. Payments made after 30 days from the date of the invoice will be assessed interest charges in the amount of 1.5% for each month payment is late.
Aquatic management services stated in this Agreement will commence within ten (10) days of the execution of this
Agreement by the CLIENT.
The offer contained herein is withdrawn and this Agreement shall have no further force and effect unless executed and returned by the CLIENT to Charles Aquatics, Inc. on or before May 31, 2021.

Terms and Conditions

Control Methods - Aquatic Management services will be provided by procedures consistent with environmentally safe water management practices using one or more of the following established methods and techniques where applicable and as indicated on page one (1) of this agreement for the control of aquatic weeds:

Chemical Control - Chemical control consists of periodic applications of aquatic herbicides and algaecides to control aquatic weeds and algae. When necessary and prior to treatment with aquatic herbicides or algaecides, oxygen tests will be conducted to ensure oxygen levels are adequate for fish and other aquatic life survival. There is no additional charge for indicated routine oxygen testing.
Biological Control - Biological control consists of the stocking of weed eating fish, primarily triploid grass carp. CLIENT acknowledges that prior to fish stocking, governmental permits may be required, and that there may be further requirements for the installation of fish barriers. Fish barrier installation is a separate service from fish stocking and may be provided at no additional cost.
Mechanical Removal - Mechanical removal consists of the physical removal of aquatic weeds from waterways. The disposal site of aquatic weeds will be determined by mutual agreement between Charles Aquatics, Inc. and the CLIENT. Mechanical removal of aquatic weeds may be performed at an additional cost to the Client. This Service is not included in this agreement but available for an additional fee.
Trash Removal – Trash removal consists of the physical removal of minor trash floating within and from the areas immediately surrounding the Client’s waterway(s) and may be provided at no additional cost.

Disclosure - CLIENT agrees to disclose, by checking and initialing boxes adjacent to subparagraphs (a) through (i) below, the existence of any of the following which presently exist or will be expected to exist in the treated waterway(s) during the entire term of this Agreement and any extension(s) thereof.
YES	NO	INITIALS
Water used for irrigating landscape around ponds is "effluent" or reclaimed water.	 	
Water from the treated waterway(s) is used for irrigation.	 	
Water from the treated waterway(s) is used for human or animal consumption.	 	
Treated waterways have been mitigated (government required aquatic planting)	 	 or are scheduled to be mitigated.
Any special use of treated waterway which may conflict with treatments.	 	
The presence of fish such as triploid grass carp, tilapia or koi in the treated	 	                                         waterway.
Restrictions on the use of any aquatic herbicides or algaecides in the waterways to be	 	                                              treated.
Existence of other aquatic management programs being conducted in the same	 	 waterway (s) which Charles Aquatics, Inc. is treating.
CLIENT agrees to provide Charles Aquatics, Inc. additional details on any conditions (s) checked “YES” in boxes adjacent subparagraphs (a) through (h) above on the spaces below:

CLIENT agrees that its failure to disclose any conditions (s) listed in (a) through (i) above may compromise Charles Aquatics’ capacity to adequately perform satisfactory aquatic management service and may necessitate renegotiation of the Agreement.
Any failure of CLIENT to disclose conditions listed in (a) through (i) above on the date of the execution of this Agreement which may hinder or significantly change Charles Aquatics’ ability to provide satisfactory aquatic management service does not relieve CLIENT’s obligation to pay Charles Aquatics, Inc. for service provided under the terms and conditions of this Agreement.
Disclosure by checking and initialing boxes listing certain conditions adjacent to subparagraphs (a) through (i) above may be cause for Client and Charles Aquatics, Inc. to renegotiate this Agreement prior to the provision of any service by Charles Aquatics, Inc.
-2-
(Aquatic Management Agreement continued page 3)
Charles Aquatics, Inc. 6869 Phillips Parkway Drive S Jacksonville, FL 32256 Phone: 904-997-0044 Fax: 904-807-9158
www. charlesaquatics.com

Time-Use Restrictions - When federal and state regulations require water time-use restrictions following the application of aquatic herbicides, Charles Aquatics, Inc., will notify the CLIENT in writing of such restrictions at the time of treatment. It shall be the responsibility of the CLIENT to comply with the restrictions throughout the required period of time-use restrictions. CLIENT understands and agrees that notwithstanding any other provisions of this Agreement, Charles Aquatics, Inc. does not assume any liability for failure by any party to be notified of, or comply with, the above time-use restrictions.

Access - CLIENT agrees to provide adequate access of aquatic management equipment to waterway(s) being treated. Adequate access will be determined by Charles Aquatics, Inc. and the Client. Access routes must be a minimum of ten
(10) feet in width, and ten (10) feet high; must provide a firm surface for the passage of boats, boat trailers, and towing vehicles; must have a grade no greater than forty five (45) degrees; and not require crossing bulkheads surrounding waterways. In the event it is deemed there are not adequate access routes to waterways for aquatic management equipment, this Agreement may be terminated or renegotiated.

Effective Date - The effective date of this Agreement is the first day of the month in which aquatic management services are first provided.

Termination - Termination of this Agreement may be made in writing at any time by Charles Aquatics, Inc. or by the CLIENT. The effective date of any termination will be the last day of the month during which written notice is received by Charles Aquatics, Inc. In the event that Charles Aquatics, Inc. installs aluminum fish barriers at their cost and the contract is terminated by CLIENT, the CLIENT must reimburse Charles Aquatics, Inc. for the barriers.

Renewal - Upon completion of this Agreement or any extension thereof, this Agreement shall be extended for a period equal to its original term unless terminated by either party. To compensate for economic forces beyond the control of CHARLES AQUATICS, Inc., Client agrees to pay an annual four percent (4%) increase for provided aquatic management services. The increase will be rounded off to the nearest dollar.

Insurance Coverage - Charles Aquatics, Inc. shall maintain the following insurance coverage: Automobile Liability, General Liability and Pollution Liability. Workers’ Compensation coverage is also provided. Charles Aquatics, Inc. will submit copies of current insurance certificates upon request.

Disclaimer - Neither party to this Agreement shall be responsible for damages, penalties or otherwise any failure or delay in performance of any of its obligations hereunder caused by strikes, riots, acts of God, war, governmental orders and regulations, curtailment or failure to obtain sufficient materials or other force majeure condition (whether or not the same class or kind as those set forth above) beyond its reasonable control and which by the exercise of due diligence, it is unable to overcome.

Authorized Agent - CLIENT warrants that he is authorized to execute this Aquatic Management Agreement on behalf of the riparian owner and to hold Charles Aquatics, Inc., harmless for consequences of such service not arising out of the sole negligence of Charles Aquatics, Inc.

Monthly Payments - The monthly amount is firm for the entire term of the original Agreement. CLIENT understands that, for convenience the annual agreement payments will be distributed equally over a twelve (12) month period and that individual monthly billings may not necessarily reflect fluctuating costs of service. CLIENT agrees to reimburse CHARLES AQUATICS, Inc. for any bank charges resulting from a returned check for insufficient funds.

Damages - Charles Aquatics, Inc. agrees to hold CLIENT harmless from any loss, damage or claims arising out of the sole negligence of Charles Aquatics, Inc. However, Charles Aquatics, Inc. shall in no event be liable to the CLIENT or to others, for indirect, special or consequential damages resulting from any cause whatsoever not caused by or resulting from the responsibility of Charles Aquatics, Inc.

Non-Payment, Default - In the case of non-payment by the CLIENT, Charles Aquatics, Inc. reserves the right following written notice to the CLIENT to terminate this Agreement, and reasonable attorneys’ fees and costs of collection shall be paid by the CLIENT, whether suit is filed or not. In addition, interest at the rate of one and one half percent (1.5%) per month may be assessed for the period of delinquency.

Assignment of the Agreement - This Agreement is not assignable by the CLIENT except upon prior written consent by Charles Aquatics, Inc.

Alterations and Modifications - This three (3) page Agreement constitutes the entire Agreement of the Parties hereto and no oral or written alterations or modifications of the terms contained herein shall be valid unless made in writing and accepted by an authorized representative of both Charles Aquatics, Inc. and the CLIENT.

-3-
Charles Aquatics, Inc. 6869 Phillips Parkway Drive S Jacksonville, FL 32256 Phone: 904-997-0044 Fax: 904-807-9158
www. charlesaquatics.com

 	6869 Phillips Parkway Drive S Jacksonville, FL 32256	
Fax: 904-807-9158	Phone: 904-997-0044	Toll Free: 866-990-0044

QUARTERLY FLOATING FOUNTAIN MAINTENANCE AGREEMENT

This Agreement is prepared for: Heritage Landing CDD c/o Rizetta & Company Property location: St. Johns County, FL
Maintenance beginning: June 1, 2021 through May 31, 2025

Clean pump intake screen (keeps water flowing properly and prevents screen from clogging and or collapsing)
Scrape, clean, and check lights for blown bulbs (prevents overheating of lights)
Clean all surfaces of float (prevents deterioration of float)
Clean display head (prevents algae build up on nozzle head)
Clean display head jets (keeps display uniform)
Adjust mooring lines as required (prevents slack in lines causing tangling of lines in cable)
Adjust anchor points as required (insures fountain is always properly secured)
Test light circuits (insures all GFCI protection is properly functioning)
Test pump circuits (insures all components in pump motor circuit are properly functioning)
Reset timers as required (keeps fountain and lights on proper schedule)
Tightening all electrical connections in control panel (helps prevent electrical shorting and damage to controls and or fountains)
Take meg readings on pump motor and cable as needed (measures cable and motor winding resistance) (These readings will keep you informed of the condition of the pump motors and cable wear. There fore, you will know in advance when the motor is beginning to deteriorate.)

All the above procedures meet and, or exceed all fountain manufactures recommended maintenance programs insuring proper maintenance during manufacture warranty period.

I do	I do not	pre-authorize Charles Aquatics, Inc. to replace or repair anything under
$100 during the maintenance visit. This includes but is not limited to Capacitors, Lightbulbs and Relays. (Pre-authorization will minimize down time of fountain in need of repair.)

Price for Quarterly Floating Fountain Maintenance at Heritage Landing is as follows:

5 fountains x $100. per fountain = $500. Quarterly
**Please note: Labor to replace a burnt out bulb is included in this agreement; however, the cost of a new bulb will be an additional charge. All additional service calls will be charged at a rate of
$37.50/hr plus parts.

Your signature below gives permission for maintenance to begin. Please fax back to 904-807-9158.

___________________________

     5-13-2021	 	
Representative of Charles Aquatics, Inc.	Date	Customer Signature	Date

History has proven fountains that are properly maintained provide fewer problems than fountains that are not. The following information will provide you with examples:

Keeping the pump strainer cleaned insures proper flow of water across the motor helping it run cooler and preventing premature motor failure. It also prevents the screen from collapsing or crushing. When the screen is not maintained and it does collapse it will cost from $400 - $1000 plus labor to replace it.

Keeping the lights clean and free of algae increases bulb and fixture life. Not keeping them cleaned, algae growth creates insulation around the light causing excessive heat build up which causes premature bulb and fixture failure.

Algae build up on the float surface causes fiberglass to break down and eventually fail and the float to sink. This would require replacing the float at a current cost of approximately $1200.

Keeping the mooring lines properly secured keeps the fountain in its proper location. Also prevents lines from tangling with pump and light cables. When they do tangle the rope can cut or stress the cables causing failure of cables. Cables range in price from $6 to $12 per foot the average fountain has 150 feet of cable.

Testing all ground fault circuits insures the safety and security that no electrical voltage is leaking into the pond which could cause electrocution of people or pets coming in contact with the water.

Keeping the timers properly set insures the proper hours of operation of the fountain at all times. Tightening the wires insures no electrical damages to the controls and or fountains.

Meg readings keep you aware of the condition of the pump motor windings giving you advance notice that the motor is starting to break down making it possible to prepare in advance for replacement. This will decrease downtime and unforeseen large expenses.

Clear Waters, Inc. Proposal

CUSTOMER NAME: Heritage Landing	ATTENTION 	Lourens Erasmus	
 ADDRESS: 370 Heritage Landing Pkwy.	TELEPHONE: 904 940-6095	
St Augustine, FL 32092		

LAKE MANAGEMENT AGREEMENT
This agreement between Customer, at the address given, and Clear Waters Inc. consist of this page and page II Terms and Conditions. The exhibits referred to herein and any Contract Addendums attached or agreed to in the future. No modification of this Agreement shall be valid unless agreed to by both Parties and set forth in writing in the form of a Contract Addendum. This agreement is entered into in Volusia County, Florida, which the parties agree is the place of payment and the situs jurisdiction in the event of dispute.
SERVICE. Clear Waters Inc. agrees to deliver, for Customer’s benefit, the services specified below, to follow good environmental and aquatic management practice, to use methods with a wide margin of safety for fish, waterfowl and human life, and to comply with applicable laws and rules. During the Term, Clear Waters Inc. will provide, for each work area, the service appropriate to work scope (defined in our proposal) and the number of annual visits specified (or a proportionate number if the term be other than 12 months). Clear Waters Inc. shall schedule all visits by month for optimum estimated effectiveness. In the case of PLP services, the number of annual visits shall be sufficient to maintain the work area to customer’s satisfaction. Any SPEC program details are set forth by Contract Addendum.
WORK SCOPE	ANNUAL VISITS	WORK AREA DESCRIPTION	TOTAL COST
Standard 12	12	Ponds 1-13	$22,200.00
TERM AND STARTING DATE. The Term of this Agreement shall be 12 months or as otherwise provided by Contract Addendum. The term shall be measured in whole months, beginning the first day of the month in which services are initially provided. The Starting Date shall be as soon as practicable after Clear Waters, Inc. receives acceptance of this agreement and any required governmental permits, or:
MAP. Work area references (if any) are defined in the Exhibit identified as Map Number:	.
TIME LIMITATIONS. The offer contained in this agreement shall have no further force or effect until accepted by the Customer (signed and returned to Clear Waters Inc. with the deposit). Clear Waters Inc. shall indicate its acceptance of this agreement by sending customer a contract confirmation and /or commencing work. Due to changing environmental conditions of lakes, this offer may not be valid after: 7-15-2021 .
TOTAL CONTRACT AMOUNT. The total contract amount is $22,200.00
PURCHASE AND PAYMENT AGREEMENT. Customer agrees to purchase the services specified and to pay to Clear Waters Inc. the total contract amount as follows:
START-UP CHARGE (or deposit due with acceptance) $   N/A	.

PROGRESS PAYMENTS. This payment schedule is for customer’s convenience, and does not reflect seasonal variations in the cost of providing these services. $ 1850.00 each month through the duration of this agreement.

Customer	Date	Clear Waters, Inc.	Date

Clear Waters, Inc.
“Knowledgeable People Providing Quality Service”

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(888)212-1390	www.clearwaterslakemgmt.com

STANDARD TERMS AND CONDITIONS
Acceptance of Management Agreement.
Customer: Deliver signed Agreement and deposit as specified.
Company: Acceptance is denoted by our beginning the work or issue of work order.
Term of Agreement.
Agreement begins on the date of first treatment and runs for number of months specified.
Company Responsibilities.
Monitor water conditions in specified areas and provide algae and weed control services consistent with the scope of work and good aquatic Best Management Practices.
Supply required equipment, Licensed Personnel, and necessary products to perform the work.
Leave a wide margin of safety for fish and waterfowl.
Make at least as many visits as specified in Agreement.
Schedule visits for optimum results.
Notify customer of any water use restrictions BEFORE use of any products, which may require such restriction. In person with written instruction.
Insurance.
Auto Liability, General Liability, Workers Compensation, Property and Casualty. Certificate issued upon request.
Payments, Credit & Terms.
Monthly payments are due on the 5th of month. Any payments received after the 5th of the following month are considered late. As of the 5th day of the following month all past due accounts will receive finance charges.
A periodic rate of 1.5% per month which is an ANNUAL PERCENTAGE RATE OF 18% or the maximum rate allowed by law, whichever is less.
Acceptance of any partial payment or payment marked "Paid in full " does not restrict or limit our right to collect all amounts owed under the agreement.
Renewal.
The Agreement automatically renews on its anniversary date. Every 12 months.
Unless: a) Customer notifies us of non-renewal no less than 30 days prior to anniversary date. (Last day of 12th month) or b) We submit a price change or request a change order on the job which both parties can’t come to agreement on. Renewed Agreements shall be viewed as identical to the original. Price changes may be proposed any time after the first anniversary date. There will be a minimum 30-day advance notice of price change. This Agreement may be canceled by either party with thirty (30) days written notice.
Customer Satisfaction, Warranty.
Customer satisfaction is our first priority. We will do our best to fulfill the customers’ expectations and minimize adverse environmental conditions. We will maintain the quality of the work consistent with the job description. We will make ourselves available for consultation as necessary. We can’t make any guarantee of treatment results or time required to achieve a certain result due to all the external natural and environmental conditions, which can affect the work.
Customer’s Responsibilities
Designate contact person for onsite check-in. Provide access to the work area for boat launches or buggy travel. Identify all pumping, irrigation and outfalls which will affect our work. Notify us of any water use changes which may affect our work. To pay all payments when due as billed. To pay any liquidated damages in event of your default of this Agreement. Agree to indemnify us from any damages resulting from our service except those deemed due to our sole negligence.

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(888)212-1390	www.clearwaterslakemgmt.com

Clear Waters, Inc. Proposal

CUSTOMER NAME: Heritage Landing	ATTENTION 	Lourens Erasmus	
 ADDRESS: 370 Heritage Landing Pkwy.	TELEPHONE: 904 940-6095	
St Augustine, FL 32092		

LAKE MANAGEMENT AGREEMENT
This agreement between Customer, at the address given, and Clear Waters Inc. consist of this page and page II Terms and Conditions. The exhibits referred to herein and any Contract Addendums attached or agreed to in the future. No modification of this Agreement shall be valid unless agreed to by both Parties and set forth in writing in the form of a Contract Addendum. This agreement is entered into in Volusia County, Florida, which the parties agree is the place of payment and the situs jurisdiction in the event of dispute.
SERVICE. Clear Waters Inc. agrees to deliver, for Customer’s benefit, the services specified below, to follow good environmental and aquatic management practice, to use methods with a wide margin of safety for fish, waterfowl and human life, and to comply with applicable laws and rules. During the Term, Clear Waters Inc. will provide, for each work area, the service appropriate to work scope (defined in our proposal) and the number of annual visits specified (or a proportionate number if the term be other than 12 months). Clear Waters Inc. shall schedule all visits by month for optimum estimated effectiveness. In the case of PLP services, the number of annual visits shall be sufficient to maintain the work area to customer’s satisfaction. Any SPEC program details are set forth by Contract Addendum.
WORK SCOPE	ANNUAL VISITS	WORK AREA DESCRIPTION	TOTAL COST
Standard 18	18	Ponds 1-13	$27,000.00
TERM AND STARTING DATE. The Term of this Agreement shall be 12 months or as otherwise provided by Contract Addendum. The term shall be measured in whole months, beginning the first day of the month in which services are initially provided. The Starting Date shall be as soon as practicable after Clear Waters, Inc. receives acceptance of this agreement and any required governmental permits, or:
MAP. Work area references (if any) are defined in the Exhibit identified as Map Number:	.
TIME LIMITATIONS. The offer contained in this agreement shall have no further force or effect until accepted by the Customer (signed and returned to Clear Waters Inc. with the deposit). Clear Waters Inc. shall indicate its acceptance of this agreement by sending customer a contract confirmation and /or commencing work. Due to changing environmental conditions of lakes, this offer may not be valid after: 7-15-2021 .
TOTAL CONTRACT AMOUNT. The total contract amount is $27,000.00
PURCHASE AND PAYMENT AGREEMENT. Customer agrees to purchase the services specified and to pay to Clear Waters Inc. the total contract amount as follows:
START-UP CHARGE (or deposit due with acceptance) $   N/A	.

PROGRESS PAYMENTS. This payment schedule is for customer’s convenience, and does not reflect seasonal variations in the cost of providing these services. $ 2250.00 each month through the duration of this agreement.

Customer	Date	Clear Waters, Inc.	Date

Clear Waters, Inc.
“Knowledgeable People Providing Quality Service”

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(888)212-1390	www.clearwaterslakemgmt.com

STANDARD TERMS AND CONDITIONS
Acceptance of Management Agreement.
Customer: Deliver signed Agreement and deposit as specified.
Company: Acceptance is denoted by our beginning the work or issue of work order.
Term of Agreement.
Agreement begins on the date of first treatment and runs for number of months specified.
Company Responsibilities.
Monitor water conditions in specified areas and provide algae and weed control services consistent with the scope of work and good aquatic Best Management Practices.
Supply required equipment, Licensed Personnel, and necessary products to perform the work.
Leave a wide margin of safety for fish and waterfowl.
Make at least as many visits as specified in Agreement.
Schedule visits for optimum results.
Notify customer of any water use restrictions BEFORE use of any products, which may require such restriction. In person with written instruction.
Insurance.
Auto Liability, General Liability, Workers Compensation, Property and Casualty. Certificate issued upon request.
Payments, Credit & Terms.
Monthly payments are due on the 5th of month. Any payments received after the 5th of the following month are considered late. As of the 5th day of the following month all past due accounts will receive finance charges.
A periodic rate of 1.5% per month which is an ANNUAL PERCENTAGE RATE OF 18% or the maximum rate allowed by law, whichever is less.
Acceptance of any partial payment or payment marked "Paid in full " does not restrict or limit our right to collect all amounts owed under the agreement.
Renewal.
The Agreement automatically renews on its anniversary date. Every 12 months.
Unless: a) Customer notifies us of non-renewal no less than 30 days prior to anniversary date. (Last day of 12th month) or b) We submit a price change or request a change order on the job which both parties can’t come to agreement on. Renewed Agreements shall be viewed as identical to the original. Price changes may be proposed any time after the first anniversary date. There will be a minimum 30-day advance notice of price change. This Agreement may be canceled by either party with thirty (30) days written notice.
Customer Satisfaction, Warranty.
Customer satisfaction is our first priority. We will do our best to fulfill the customers’ expectations and minimize adverse environmental conditions. We will maintain the quality of the work consistent with the job description. We will make ourselves available for consultation as necessary. We can’t make any guarantee of treatment results or time required to achieve a certain result due to all the external natural and environmental conditions, which can affect the work.
Customer’s Responsibilities
Designate contact person for onsite check-in. Provide access to the work area for boat launches or buggy travel. Identify all pumping, irrigation and outfalls which will affect our work. Notify us of any water use changes which may affect our work. To pay all payments when due as billed. To pay any liquidated damages in event of your default of this Agreement. Agree to indemnify us from any damages resulting from our service except those deemed due to our sole negligence.

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(888)212-1390	www.clearwaterslakemgmt.com

Heritage Landing Quarterly Fountain Maintenance
For: Vesta Property Services	Attn: Lourens Erasmus 370 Heritage Landing Parkway	Phone: 904 940-6095
St. Augustine, FL 32092	Email: lerasmus@vestapropertyservices.com

Fountain Maintenance includes the following:
Clean loose material from the intake screen, nozzle and float
Clean off light lenses and test the light set
Check incoming voltage and running amps of the fountain
Check mooring lines and secure as needed
Reset timers seasonally
Diagnostic and repair services included up to one hour per fountain (parts not included) Date: 5-28-21
Cost: $1250 per quarter

CLEAR WATERS INC. ACCEPTANCE:

By: Joseph Lawton

Customer Acceptance
The above price, specifications and conditions are satisfactory and hereby accepted

By: 	

Date: 	

Clear Waters, Inc. P.O. Box 291522 Port Orange, FL 32129
1(386)767-4928	www.clearwaterslakemgmt.com

Heritage Landing
Custom lake and fountain management proposal May 21, 2021 • St. Augustine, St. Johns County, Florida

Prepared for:
Mr. Lourens Erasmus / General Manager Vesta Property Services
370 Heritage Landing Parkway St. Augustine, Florida 32092

Prepared by:
Adam Grayson
Lake & Wetland Management 3562 NW 97th Boulevard Gainesville, Florida 32606
(352) 727-7696 Oﬃce • (352) 727-7697 Fax
northforida@lakeandwetland.com • www.lakeandwetland.com

May 21, 2021

Mr. Lourens Erasmus / General Manager
Heritage Landing Community Development District c/o Vesta Property Services
370 Heritage Landing Parkway St. Augustine, Florida 32092

Dear Mr. Erasmus,
We greatly appreciate the opportunity to bid on this project for you! Attached is the agreement for the maintenance of the lakes and fountains at Heritage Landing.
During our survey, we found algae, slender spikerush, baby-tears, spatterdock, pennywort, pondweed, torpedograss, alligatorweed, and various other aquatic plants. Tese species have become problematic and are creating unsightly conditions. Our program will be to immediately get ahead of existing problems while looking toward the future by preventing other potential issues before they occur. We are very familiar with how important a feature the lake is and being proactive as a part of your team will help keep the property in its best condition, year round.
Our proposed service includes;
•Monthly lake management service, with additional visits at no extra charge,
•Quarterly fountain system maintenance,
•Debris removal during scheduled visits,
•Control of algae and vegetation using the most profcient herbicides and best methods,
•Fish and wildlife observations,
Water testing (dissolved oxygen, pH, clarity, temperature) during each service visit.
We pride ourselves on providing the highest level of service in the industry and look forward to the opportunity of exceeding your expectations!
Respectfully yours,

LAKE & WETLAND MANAGEMENT

Adam Grayson

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

MANAGEMENT PLAN: HERITAGE LANDING

COMPANY PROFILE

Lake & Wetland Management Management, Inc. (LWM) is pleased to oﬀer its exemplary service in performance of algae and aquatic weed control for the lakes at Heritage Landing. Lake & Wetland Management will provide all necessary equipment, personnel, herbicides, tools, and materials to assure compliance, and exceed the requirements of the bid. Lake & Wetland Management has been performing aquatic services in Florida Since 1992. Our range of services include lake and pond management, fountain and aeration installation and maintenance, littoral plantings and maintenance, fsh stocking, erosion control and lake bank restoration, water quality monitoring, wetland mitigation restoration and maintenance, along with other ancillary services. Our strong knowledge of Florida’s unique ecosystems make us the ideal candidate to maintain the waterways to a pleasant aesthetic level, while assuring that critical stormwater system functions are maintained. We are excited to have the opportunity of building a long- lasting, strong working relationship with Heritage Landing Community Development District and its personnel to ensure this vision for years to come.

Incorporated in Florida in 1992, Lake & Wetland Management provides environmental services to government agencies, builders, developers, community development districts, golf courses, property managers, and homeowners associations throughout Florida. LWM maintains oﬃces throughout the State and has a staﬀ of over 150 employees w ho are among the most exp erienced in the Florida environmental resource management. Our staﬀ includes licensed Commercial applicators in Aquatics, Natural Areas, Forestry, and Right-of- Way, biologists, ISA Certifed Arborists, nursery managers, stormwater system inspectors, specialized equipment operators and experienced laborers. As rapidly as changes occur in our environment, continuing education is essential to remain at the cutting edge of the industry. LWM maintains professional memberships with various organizations including the Florida Aquatic Plant Management Society, Florida Exotic Pest Plant Council, South Florida Aquatic Plant Management Society, International Society of Arboriculture, and the Florida Vegetation Management Association. We have been growing and taking on new challenges since we entered the industry over 27 years ago and look forward to the opportunity to provide our customers with the highest level of service in the industry.

In May 2021, LWM joined forces with SOLitude Lake Management to form the best, most respected lake management company in the world. Our integration with SOLitude means that our customers now have access to additional resources and we look forward to bringing these to all of LWM’s clients, new and existing.

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

Management Plan	Page 2

STAFF FOR HERITAGE LANDING PROJECT
Te staﬀ associated with this project are key to the continued success of the work performed. Our ultimate goal is to maintain a high level of aesthetic and biological integrity of the waterways year in and year out. To accomplish this task, Lake & Wetland Management will be associating its most experienced and capable personnel to work on this project.

Our long-term success has been built upon our employees. LWM has experienced very low levels of turnover, allowing our applicators the time to grow and understand the intricacies of our customer’s specifc needs and adjust to them. Our staﬀ stands ready to serve and have our entire  company  available  to  exceed  your  expectations.  Tis current staﬃng plan will be revised as necessary as the project evolves and any changes will be discussed with management prior to being implemented.
Te staﬀ identifed as dedicated to this project will be:
Primary Contact & Project Manager: Adam Grayson (21 years experience)
Commercial Pesticide Applicator CM14725
ISA Certifed Arborist FL-6386A
Qualifed Stormwater Management Inspector #5005
Green Industries Best Management Practices GV398936-1
Te primary contact and account supervisor for this account will be Adam Grayson, one of the company’s longest-standing employees. Adam serves as District Manager and is very active in the invasive plant industry and a leader of our organization for many years. His experience and feld knowledge will ensure the success of our maintenance program for Heritage Landing.

Secondary Account Supervisor and Primary Applicator / Fountain Technician: Logan Wooley (6 years experience)
Commercial Pesticide Applicator CM24542
Te secondary account supervisor and primary applicator will be Logan Wooley. Having detailed knowledge of lake management, Logan has created many successful work plans for our customers. Working closely with the herbicide manufacturers and distributors, Logan has incorporated new solutions to great aﬀect in our organization. Logan also serves as our in-house fountain expert and is a certifed Aquamaster technician and has wide knowledge of many
diﬀerent fountain manufacturers including Otterbine, Delta, and Kasco.

Secondary Applicator: Kyle Follansbee (4 years experience)
Commercial Pesticide Applicator CM26295
Kyle comes from Illinois where he worked as an aquatic applicator before moving to Florida and continuing his career in a whole new environment. Kyle is a biologist and has learned our industry quickly and completes his tasks ahead of schedule while exceeding customer expectations.

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

Management Plan	Page 3

Additional Resources
We have decided to have three of our main personnel maintain and oversee Heritage Landing to work closely with the community development district. Tis will ensure a solid and defned line of communication throughout our relationship, as well as familiarity for those working on the project. Additional resources for manual or mechanical removal, planting, fsh stocking, or herbicide application will be chosen by the Project Manager on an as-need basis to ensure all tasks are completed to the customer’s satisfaction.
EQUIPMENT
LWM has a variety of equipment available to ensure proper care of the waterways. Tese include 4x4 Trucks, custom aquatic spray boats, ATV’s equipped with spray systems, airboats, Weedoo mechanical harvesters, Truxor amphibious machines, backpack, and hand-sprayers. Te appropriate piece of equipment will be chosen based on the type of work and area work is to be performed.

REPORTING
LWM provides a comprehensive service report following the completion of each visit. Te report is either dropped-oﬀ on site to a designated contact and / or emailed when returned to the oﬃce. All relevant services, including areas worked, water quality test results, equipment worked on or serviced, fsh and wildlife observations, and detailed notes are transcribed so the management team always know what is going on within the community. A sample report is attached at the end of this document.

REFERENCES
A list of references is provided at the end of this document for review.

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

MAINTENANCE AGREEMENT
Tis Agreement is made between Lake & Wetland Management, and:
May 21, 2021
Heritage Landing Community Development District c/o Vesta Property Services
370 Heritage Landing Parkway St. Augustine, Florida 32092
Both Heritage Landing Community Development District (CUSTOMER) and Lake & Wetland Management (LWM) agree to these terms and conditions:

Description of Service
Lake management service including algae, border grass, and invasive exotic plant control for thirteen (13) lakes totaling 23,101 linear feet / 36.73 acres.
LWM shall provide all supervision, labor, herbicide, equipment, materials and incidentals necessary for the maintenance treatment.
LWM will visit the site monthly with treatments as necessary to control undesirable growth. A minimum of twelve (12) visits will be performed annually. Additional visits performed at no additional charge.
All Florida Exotic Pest Plant Council (FLEPPC) listed invasive exotic species, as well as any other nuisance native plants, will be treated in place with EPA-certifed herbicides. No vegetation or algae will be removed from the waterway unless otherwise requested.
Debris will be removed during scheduled visits. Debris is defned as as cups, bottles, bags, wrappers and other items not natural to the shoreline. Tis does not include large items, or items that may pose a threat to our workers.
Native vegetation will be lef for the beneft of fsh and wildlife, unless otherwise requested.
Grass carp will be stocked at a fxed rate of $XX.00. Please note that grass carp will only be stocked as allowed by FWC permit and where deemed necessary by LWM biologists to control appropriate plant issues. Fish barriers, as required by FWC, are included at no additional charge.
A comprehensive management report will be submitted detailing work performed upon completion of each service visit.

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

Maintenance Agreement	Page 2

Fountain preventative maintenance service for fve (5) fountains;
LWM shall provide all supervision, labor, cleaning supplies, equipment, materials and incidentals necessary for the maintenance event.
LWM will visit the site quarterly with cleaning as necessary to keep the aeration systems operating at optimum performance. A minimum of four (4) visits will be performed annually.
Preventative cleaning including the following; exterior of pump intake screen, cleaning and adjusting of nozzles and jets as needed, cleaning of light lenses and visible surface of fountain foat, inspect time clocks to insure they are functioning properly (reset as needed), test all circuits and take megohmmeter meters readings on components, check anchor lines and adjust as necessary.
No parts, or repairs are included in this agreement. Parts and repairs will be billed separate on a time, and materials basis. Labor to install light bulbs and maintenance parts are included.
A comprehensive service report will be submitted detailing work performed upon completion of each service visit.

Investment Schedule
LWM agrees to perform the lake management service stated above on a monthly basis for the total sum of $1,152.00 per month.
LWM agrees to perform the fountain preventative maintenance service on the fve (5) units stated above on a quarterly basis for the total sum of $175.00 per month.

Conditions:
Ownership of property is implied by CUSTOMER with acceptance of this Agreement. In the event that CUSTOMER does not expressly own the areas where the above stated services are to be provided, CUSTOMER represents that express permission of the owner is given and that authorization to commence the above mentioned services is allowed. In the event of dispute of ownership, CUSTOMER agrees to hold harmless LWM for the consequences of such services.
LWM shall not be responsible for acts beyond its reasonable control, including adverse soil and / or water conditions, adverse weather conditions, unavailable materials, Acts of God, war, acts of vandalism, thef or third party actions. CUSTOMER further states the neither party shall be responsible in damages or penalties for any failure or delay in performance of any of its obligations caused by above named incidences.

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

Maintenance Agreement	Page 3

Any incidental activity not explicitly mentioned in this proposal is excluded from the scope of work.
CUSTOMER must provide reasonable access to enter and exit from the work area. Without reasonable access, LWM may be limited in performing its duties presenting a situation beyond our control.
Tis  proposal  shall  be  valid  for  30  days.  Either  party  may  cancel  this  contract  with  30-day written notice. Tis Agreement automatically renews upon anniversary of execution date, unless notice is given by either party with at least 30 days written notice.
If LWM is required to enroll in any third-party compliance programs, invoicing or payment plans that assess fees in order to perform work for CUSTOMER, those charges will be invoiced back to CUSTOMER as invoiced to LWM.
LWM will maintain insurance coverage, which includes but is not limited to; General Liability Property Damage, Automobile Liability, and Workman's Compensation at its own expense. If LWM is required to add Additional Insured, Waiver of Subrogation, or any language that result in assessed fees in order to perform work for CUSTOMER, those charges will be invoiced back to CUSTOMER as invoiced to LWM.
CUSTOMER shall pay interest to LWM on any past-due payments at the rate of 1.5% per month (18% per annum) or the maximum amount permitted by law, whichever is less, from the applicable due date for such fees until paid.
No alterations or modifcations, oral or written, of the terms contained above shall be valid unless made in writing, and wholly accepted by authorized representatives of both LWM and the CUSTOMER.

Adam Grayson
Lake & Wetland Management

Customer acceptance – Te above investments and conditions are hereby accepted;

Authorized signature	Date Heritage Landing C.D.D.

Printed name & Title

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

LIST OF REFERENCES

Amelia Walk C.D.D.
Contact: Michael Molineaux, LCAM Phone: (877) 221-6919
Email: mmolineaux@evergreen-lm.com
Wynnfeld Lakes C.D.D.
Contact: Cheryl Graham, Manager Phone: (904) 239-5305
Email: cgraham@rmsnf.com
Del Webb Nocatee
Contact: Mariyln Clayton, LCAM Phone: (904) 679-4580
Email: mclayton@castlegroup.com
South Hampton Golf & Country Club
Contact: Keith Faunce, CAM Phone: (904) 998-5365
Email: shampton@frstcoastam.com
Coastal Oaks Nocatee
Contact: Christine Stubbs, LCAM Phone: (904) 273-9832
Email: cstubbs@mayresort.com

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

North Florida Headquarters 3562 NW 97th Boulevard, Gainesville, Florida 32606 (352) 727-7696 O ce - (352) 727-7697 Fax
north orida@lakeandwetland.com
SERVICE & INSPECTION REPORT
Customer:		Account #:	Date:	 Technician:	Weather Conditions: 		
LAKE MANAGEMENT
ALGAE CONTROL	Lake(s) #:  	                                                                                   GRASSES & EMERGENTS Lake(s) #:  	                                                                                   SUBMERSED AQUATICS Lake(s) #:  	 FLOATING PLANTS	Lake(s) #:  	 INSPECTION	Lake(s) #:  	
DEBRIS	Lake(s) #:  	 Water Test Results (Combined Average)

Temperature

oF	HIGH

AVERAGE

LOW

Dissolved Oxygen	 	ppm pH reading	 	
Water Clarity	 	
Water Level	 	

HIGH ACID GOOD HIGH

AVERAGE NEUTRAL FAIR AVERAGE

LOW BASE POOR LOW

FOUNTAIN / AERATION SYSTEM SERVICE	Unit(s) #:  		                                                         DISPLAY HEADS	LIGHT FIXTURES	INSPECTION
FLOATS	COMPRESSORS	PARTS INSTALLED
INTAKE SCREENS	DIFFUSERS	(noted below)
UPLAND / LITTORAL / WETLAND MANAGEMENT Area(s) #: 		                                                       INVASIVE / EXOTIC SPECIES	HERBICIDE TREATMENT	INSPECTION GRASSES	MANUAL REMOVAL
VINES	DEBRIS REMOVAL
MOSQUITO / MIDGE LARVAE CONTROL	Lake(s) #: 	                                                       INSECTICIDE TREATMENT	INSPECTION
Comments:  	

FISH & WILDL
FISH:	
IFE OBSERVATIONS
 Bass	

Bream	

 Catfish	

Grass carp	

Tilapia	

Mosquitofish	

Shad	
BIRDS:	Raptor	Duck	Wood Stork	Shorebird	Wading bird	Songbird	Vulture	
REPTILES:	Alligator	Snake	Turtle	Tortoise	Lizard	AMPHIBIANS	INSECTS	
INVASIVE / EXOTIC PLANTS OBSERVED	
Hydrilla	Alligatorweed	Pennywort	Watermeal	Sedge	Limnophila	Air potato	Torpedograss	
Azolla	Salvinia	Lantana	Slender spikerush	Cogongrass	Water hyacinth	Cattail	Primrose	
NATIVE PLANTS OBSERVED	
Cypress	Pickerelweed	Waterlily	Mangrove	Pond Apple	Bulrush	Red Maple	Arrowhead	
Thalia	Golden Canna	Spikerush	Buttonbush	Eelgrass	Cordgrass	Oak	Spatterdock	
Ferns	Baby tears	Naiad	Chara	Duckweed	Bladderwort	Pondweed	Bacopa	

Other species noted / comments: 	
www.lakeandwetland.com

Lake & Wetland Management - 3562 NW 97th Boulevard - Gainesville, Florida 32606
(352) 727-7696 Ofﬁce - (352) 727-7697 Fax - northﬂorida@lakeandwetland.com

Water Management Agreement

MAS
This Agreement, made this	day of	20	is between The Lake Doctors, Inc., a Florida Corporation, hereinafter called “THE LAKE DOCTORS” and

PROPERTY NAME (Community/Business/Individual) 	

MANAGEMENT COMPANY	_ INVOICING ADDRESS  		
CITY	STATE	ZIP	PHONE (	)  	
EMAIL ADDRESS		EMAIL INVOICE: YES OR NO THIRD PARTY COMPLIANCE/REGISTRATION: YES OR NO	THIRD PARTY INVOICING PORTAL: YES OR NO
**If a Third Party Compliance/Registration or an Invoice Portal is required; it is the customer’s responsibility to provide the information.

Hereinafter called “CUSTOMER”	REQUESTED START DATE:    	
PURCHASE ORDER #: 	
The parties hereto agree to follows:

THE LAKE DOCTORS agrees to manage certain lakes and/or waterways for a period of twelve (12) months from the date of execution of this Agreement in accordance with the terms and conditions of this Agreement in the following location(s):

Thirteen (13) lakes associated with Heritage Landing Community Development District, St. Augustine Florida. Includes a minimum of eighteen (18) inspections and/or treatments, as necessary, for control and prevention of noxious aquatic weeds and algae. Treatments provided twice monthly April through September.

CUSTOMER agrees to pay THE LAKE DOCTORS, its agents or assigns, the following sum for specified aquatic management services:

1.	Underwater and Floating Vegetation Control Program	$	968.00 Monthly	
2.	Shoreline Grass and Brush Control Program	$	INCLUDED	
3.	Detailed Monthly Written Service Reports	$	INCLUDED	
4.	Free Callback Service	$	INCLUDED	
5.	Additional Treatments, as required	$	INCLUDED	
6.	Testing and water quality analysis, as needed.	$	INCLUDED	
7.	Assistance with stocking Triploid Grass Carp for biological control upon FWC Approval	$	INCLUDED	
8.	Application of bioremediation products to improve water quality, as needed.	$	INCLUDED	
	Total of Services Accepted	$	968.00 Monthly	

$968.00 of the above sum-total shall be due and payable upon execution of this Agreement, the balance shall be payable in advance in monthly installments of $968.00 including any additional costs such as sales taxes, permitting fees, monitoring, reporting, water testing and related costs mandated by any governmental or regulatory body related to service under this Agreement.
THE LAKE DOCTORS uses products which, in its sole discretion, will provide effective and safe results.

THE LAKE DOCTORS agrees to commence treatment within fifteen (15) business days, weather permitting, from the date of receipt of this executed Agreement plus initial deposit and/or required government permits.

The offer contained herein is withdrawn and this Agreement shall have no further force and effect unless executed and returned by CUSTOMER to THE LAKE DOCTORS on or before July 2, 2021.

The terms and conditions appearing on the reverse side form an integral part of this Agreement, and CUSTOMER hereby acknowledges that he has read and is familiar with the contents thereof. Agreement must be returned in its entirety to be considered valid.

THE LAKE DOCTORS, INC.	CUSTOMER

Signed	Signed	Dated  	
MARK A. SEYMOUR, SALES MANAGER	Name  	

08/2019	 THE LAKE DOCTORS, INC.

TERMS AND CONDITIONS
The Underwater and Floating Vegetation Control Program will be conducted in a manner consistent with good water management practice using the following methods and techniques when applicable.
Periodic treatments to maintain control of noxious submersed, floating and emersed aquatic vegetation and algae. CUSTOMER understands that some beneficial vegetation may be required in a body of water to maintain a balanced aquatic ecological system.
Determination of dissolved oxygen levels prior to treatment, as deemed necessary, to ensure that oxygen level is high enough to allow safe treatment. Additional routine water analysis and/or bacteriological analysis may be performed if required for success of the water management program.
Where applicable, treatment of only one-half or less of the entire body of water at any one time to ensure safety to fish and other aquatic life. However, THE LAKE DOCTORS shall not be liable for loss of any exotic or non-native fish or vegetation. Customer must also notify THE LAKE DOCTORS if any exotic fish exist in lake or pond prior to treatment.
CUSTOMER understands and agrees that for the best effectiveness and environmental safety, materials used by THE LAKE DOCTORS may be used at rates equal to or lower than maximum label recommendations.
Triploid grass carp stocking, if included, will be performed at stocking rates determined the Florida Fish and Wildlife Conservation Commission permit guidelines.
CUSTOMER agrees to provide adequate access. Failure to provide adequate access may require re-negotiation or termination of this Agreement.
Control of some weeds may take 30-90 days depending upon species, materials used and environmental factors.
When deemed necessary by THE LAKE DOCTORS and approved by CUSTOMER, the planting and/or nurturing of certain varieties of plants, which for various reasons, help to maintain ecological balance.

Under the Shoreline Grass and Brush Control Program, THE LAKE DOCTORS will treat border vegetation to the water’s edge including, but not limited to torpedograss, cattails, and other emergent vegetation such as woody brush and broadleaf weeds. Many of these species take several months or longer to fully decompose. CUSTOMER is responsible for any desired physical cutting and removal.

CUSTOMER agrees to inform THE LAKE DOCTORS in writing if any lake or pond areas have been or are scheduled to be mitigated (planted with required or beneficial aquatic vegetation). THE LAKE DOCTORS assumes no responsibility for damage to aquatic plants if CUSTOMER fails to provide such information in a timely manner. Emergent weed control may not be performed within mitigated areas, new or existing, unless specifically stated by separate contract or modification of this Agreement. CUSTOMER also agrees to notify THE LAKE DOCTORS, in writing, of any conditions which may affect the scope of work and CUSTOMER agrees to pay any resultant higher direct cost incurred.

If at any time during the term of this Agreement, CUSTOMER feels THE LAKE DOCTORS is not performing in a satisfactory manner, or in accordance with the terms of this Agreement, CUSTOMER shall inform THE LAKE DOCTORS, in writing, stating with particularity the reasons for CUSTOMER’S dissatisfaction. THE LAKE DOCTORS shall investigate and attempt to cure the defect. If, after 30 days from the giving of the original notice, CUSTOMER continues to feel THE LAKE DOCTORS performance is unsatisfactory, CUSTOMER may terminate this Agreement by giving notice (“Second Notice”) to THE LAKE DOCTORS and paying all monies owing to the effective date of termination. In this event, the effective date of termination shall be the last day of the month in which said second notice is received by THE LAKE DOCTORS.

Federal and State regulations require that various water time-use restrictions be observed during and following some treatments. THE LAKE DOCTORS will notify CUSTOMER of such restrictions. It shall be CUSTOMER responsibility to observe the restrictions throughout the required period. CUSTOMER understands and agrees that, notwithstanding any other provision of the Agreement, THE LAKE DOCTORS does not assume any liability for failure by any party to be notified of, or to observe, the above regulations.

THE LAKE DOCTORS shall maintain the following insurance coverage and limits: (a) Workman’s Compensation with statutory limits; (b) Automobile Liability; (c) Comprehensive General Liability, including Pollution Liability, Property Damage, Completed Operations and Product Liability. A Certificate of Insurance will be provided upon request. A Certificate of Insurance naming CUSTOMER as “Additional Insured” may be provided at CUSTOMER’S request. CUSTOMER agrees to pay for any additional costs of insurance requirements over and above that is provided by THE LAKE DOCTORS.

Neither party shall be responsible for damages, penalties or otherwise for any failure or delay in performance of any of its obligations hereunder caused by strikes, riots, war, acts of God, accidents, governmental orders and regulations, curtailment or failure to obtain sufficient material, or other force majeure condition (whether or not of the same class or kind as those set forth above) beyond its reasonable control and which, by the exercise of due diligence, it is unable to overcome. Should THE LAKE DOCTORS be prohibited, restricted or otherwise prevented or impaired from rendering specified services by any condition, THE LAKE DOCTORS shall notify CUSTOMER of said condition and of the excess direct costs arising there from. CUSTOMER shall have thirty (30) days after receipt of said notice to notify THE LAKE DOCTORS in writing of any inability to comply with excess direct costs as requested by THE LAKE DOCTORS.

CUSTOMER warrants that he or she is authorized to execute the Water Management Agreement on behalf of the riparian owner and to hold THE LAKE DOCTORS harmless for consequences of such service not arising out of the sole negligence of THE LAKE DOCTORS.

CUSTOMER understands that, for convenience, the annual investment amount has been spread over a twelve-month period and that individual monthly billings do not reflect the fluctuating seasonal costs of service. If CUSTOMER places their account on hold, an additional start-up charge may be required due to aquatic re-growth.

THE LAKE DOCTORS agrees to hold CUSTOMER harmless from any loss, damage or claims arising out of the sole negligence of THE LAKE DOCTORS. However, THE LAKE DOCTORS shall in no event be liable to CUSTOMER or others for indirect, special or consequential damages resulting from any cause whatsoever.

Upon completion of the term of this Agreement, or any extension thereof, this Agreement shall be automatically extended for a period equal to its original term unless terminated by either party. If required, THE LAKE DOCTORS may adjust the monthly investment amount after the original term. THE LAKE DOCTORS will submit written notification to CUSTOMER 30 days prior to effective date of adjustment. If CUSTOMER is unable to comply with the adjustment, THE LAKE DOCTORS shall be notified immediately in order to seek a resolution.

THE LAKE DOCTORS may cancel this agreement with or without cause by 30-day written notice to customer.

Should CUSTOMER become delinquent, THE LAKE DOCTORS may place the account on hold for non-payment and CUSTOMER will continue to be responsible for the monthly investment amount even if the account is placed on hold. Service may be reinstated once the entire past due balance has been received in full. Should it become necessary for THE LAKE DOCTORS to bring action for collection of monies due and owing under this Agreement, CUSTOMER agrees to pay collection costs, including, but not limited to, reasonable attorneys fee (including those on appeal) and court costs, and all other expenses incurred by THE LAKE DOCTORS resulting from such collection action.

This Agreement is assignable by CUSTOMER upon written consent by THE LAKE DOCTORS.

This Agreement constitutes the entire agreement of the parties hereto and shall be valid upon acceptance by THE LAKE DOCTORS Corporate Office. No oral or written alterations or modifications of the terms contained herein shall be valid unless made in writing and accepted by an authorized representative of both THE LAKE DOCTORS and CUSTOMER.

If Agreement includes trash/debris removal, THE LAKE DOCTORS will perform the following: removal of casual trash such as cups, plastic bags and other man-made materials up to 20 lbs. during regularly scheduled service visits. Large or dangerous items such as biohazards and landscape debris will not be included.

CUSTOMER agrees to reimburse THE LAKE DOCTORS for all processing fees for registering with third party companies for compliance monitoring services and/or invoicing portal fees.

08/2019	 THE LAKE DOCTORS, INC.

Sales Agreement

Fountain Cleaning
MAS
This Agreement, made this	day of	20	is between The Lake Doctors, Inc., a Florida Corporation, hereinafter called “THE LAKE DOCTORS” and

PROPERTY NAME (Community/Business/Individual) 	

MANAGEMENT COMPANY_ 	

INVOICING ADDRESS  	

CITY	STATE	ZIP	PHONE (	)  	

EMAIL ADDRESS		EMAIL INVOICE: YES OR NO THIRD PARTY COMPLIANCE/REGISTRATION: YES OR NO	THIRD PARTY INVOICING PORTAL: YES OR NO
**If a Third Party Compliance/Registration or an Invoice Portal is required; it is the customer’s responsibility to provide the information

Hereinafter called “CUSTOMER”	REQUESTED START DATE:   	
PURCHASE ORDER:	 	
The parties hereto agree to follows:

The Lake Doctors agrees to clean and adjust the following equipment in accordance with the terms and conditions of this Agreement in the following location(s):
Quarterly cleaning and adjustment of five (5) fountains associated with Heritage Landing Community Development District, St. Augustine, Florida
The Lake Doctors, Inc. does not assume responsibility for parts failure or repair costs. Estimates for repairs and/or parts can be supplied upon Customer request. Contract does not include removing the fountain from the waterway for maintenance.

CUSTOMER agrees to pay THE LAKE DOCTORS, its agents or assigns, the following sum for specified equipment:

1.	Cleaning exterior of pump intake screens.	$	  500.00/QUARTERLY		
2.	Cleaning of visible surfaces of fountain floats.	$	  INCLUDED		
3.	Cleaning and adjustment of nozzles and jets as necessary.	$	  INCLUDED		
4.	Cleaning of light lens.	$	  INCLUDED		
5.	Check anchor lines.	$	  INCLUDED		
6.	Adjust time clocks as necessary.	$	  INCLUDED		
7.	Lamp replacement labor during regularly scheduled visits.	$	  INCLUDED*		
Total of Services Accepted	$	  500.00/QUARTERLY		
*Lamps and additional parts will be invoiced separately.
$500.00 shall be payable upon execution of this Agreement. The balance shall be payable per quarterly invoices of $500.00 plus any taxes, including sales use taxes, fees or charges that are imposed by any governmental body relating to the service provided under this Agreement. The Lake Doctors considers this sale as made in Florida and is not responsible for the payment of any out-of-state (non-Florida) taxes except as required by law.

THE LAKE DOCTORS agrees to sell only products with a demonstrated reliability and quality.

The offer contained herein is withdrawn and this Agreement shall have no further force and effect unless executed and returned by CUSTOMER to THE LAKE DOCTORS on or before July 1, 2021.

The terms and conditions appearing on the reverse side form an integral part of this Agreement, and CUSTOMER hereby acknowledges that he has read and is familiar with the contents thereof. Agreement must be returned in its entirety to be considered valid.

THE LAKE DOCTORS, INC.	CUSTOMER
Signed		Dated		 Mark A. Seymour, Sales Manager		Name				 08/2019	OFFICE/CUSTOMER	THE LAKE DOCTORS, INC.

TERMS AND CONDITIONS
Fountain Cleaning

Equipment sold by THE LAKE DOCTORS is warranted to be free from defects in materials and workmanship per warranty of the respective equipment manufacturers. The liability is limited to the repair or replacement of such items deemed by MANUFACTURER to be defective and will not include items damaged by misuse, vandalism, theft, acts of God or other causes. CUSTOMER shall bear the cost of delivering such defective items to THE LAKE DOCTORS or MANUFACTURER for repair. Any repairs, alteration or modifications made by anyone other than an authorized representative of THE LAKE DOCTORS or MANUFACTURER will void the warranty. Warranty work will not be performed or paid for by THE LAKE DOCTORS or MANUFACTURER unless all past due balances are paid in full. No warranty is made or implied regarding the ability of the equipment to control algae, prevent fish kills, control odors or other performance criteria not directly related to proper mechanical function of the equipment.

Items not covered under our warranty will be treated and billed as regular service calls. THE LAKE DOCTORS agrees to clean exterior of pump intake screens, cleaning of visible surfaces of fountain floats, cleaning and adjustment of nozzles and jets as necessary, cleaning of light lens, check anchor lines, adjust time clocks as necessary and reset tripped breakers; as part of the Fountain Cleaning Agreement.

CUSTOMER shall be responsible for providing proper electrical power and performing electrical hookups. All electrical work shall meet all applicable governmental requirements. Said power shall be supplied to a designated site agreed upon by THE LAKE DOCTORS and CUSTOMER and generally within 30’ or less of lake or ponds edge. In all cases, power supplied should be in accordance with Article 680 and other appropriate provisions of the National Electrical Code including the use of ground fault circuit interrupter-type breakers on each submersible equipment circuit above 15 volts between conductors. It shall be CUSTOMER'S responsibility to ensure that proposed equipment to be supplied by THE LAKE DOCTORS meets all other governmental standards, including but not limited to, local electrical codes, building codes, etc. Additionally, CUSTOMER shall be responsible for obtaining any necessary permits.

Due to possible electrical shock hazards resulting from improper functioning of defective equipment, THE LAKE DOCTORS strongly advises CUSTOMER and other responsible parties to prohibit swimming and wading in ponds or bodies of water in which electrical equipment has been installed. Posted notice is advised.

THE LAKE DOCTORS does not assume any liability whatsoever for damages, losses or conditions arising from improper use or maintenance of equipment installed by THE LAKE DOCTORS or MANUFACTURER. Furthermore, THE LAKE DOCTORS and MANUFACTURER assumes no liability whatsoever for damages, losses or conditions arising from equipment purchased from THE LAKE DOCTORS and improperly installed, used or maintained by CUSTOMER or others.

THE LAKE DOCTORS agrees to hold CUSTOMER harmless from any loss, damage or claims arising out of the sole negligence of THE LAKE DOCTORS. However, THE LAKE DOCTORS shall in no event be liable to CUSTOMER, or others, for indirect, special or consequential damages.

Neither party shall be responsible in damages, penalties or otherwise for any failure or delay in the performance of any of its obligations hereunder caused by strikes, riots, war, acts of God, accidents, governmental orders and regulations, curtailment or failure to obtain sufficient material, or other force majeure condition (whether or not of the same class or kind as those set forth above) beyond its reasonable control and which, by the exercise of due diligence, it is unable to overcome.

THE LAKE DOCTORS shall maintain the following insurance coverage and limits: (a) Workman’s Compensation with statutory limits; (b) Automobile Liability; (c) Comprehensive General Liability, including Pollution Liability, Property Damage, Completed Operations and Product Liability. A Certificate of Insurance will be provided upon request. A Certificate of Insurance naming CUSTOMER as “Additional Insured” may be provided at CUSTOMER’S request. CUSTOMER agrees to pay for any additional costs of insurance requirements over and above that provided by THE LAKE DOCTORS.

This Agreement is not assignable by CUSTOMER except upon prior written consent by THE LAKE DOCTORS.

Quotations are made and orders accepted on a firm price basis provided customer authorizes shipment and delivery within a period of forty- five (45) days after execution of Sales Agreement. Orders shipped after ninety (90) days are subject to prices in effect on date of shipment. All shipments F.O.B. shipping point.

Upon completion of the term of this Agreement, or any extension thereof, this Agreement shall be automatically extended for a period equal to its original term unless terminated by either party.   If required, THE LAKE DOCTORS may adjust the investment amount after the original term. THE LAKE DOCTORS will submit written notification to CUSTOMER 30 days prior to effective date of adjustment. If CUSTOMER is unable to comply with the adjustment, THE LAKE DOCTORS shall be notified immediately in order to seek a resolution. If necessary, CUSTOMER may terminate this Agreement according to the procedure.

This Agreement constitutes the entire agreement of the parties hereto and shall be valid upon acceptance by THE LAKE DOCTORS Corporate Office. No oral or written alterations or modifications of the terms contained herein shall be valid unless made in writing and accepted by an authorized representative of both THE LAKE DOCTORS and CUSTOMER.

THE LAKE DOCTORS reserves the right to impose a monthly service charge on past due balances. CUSTOMER agrees to reimburse THE LAKE DOCTORS for all processing fees for registering with third party companies for compliance monitoring services.

Should it become necessary for THE LAKE DOCTORS to bring action for collection of monies due and owing under this Agreement, CUSTOMER agrees to pay collection costs, including, but not limited to, reasonable attorneys' fees (including those on appeal) and court costs, and all other expenses incurred by THE LAKE DOCTORS resulting from such collection action.

THE LAKE DOCTORS or CUSTOMER may cancel this agreement with or without cause by 30-day written notice.

CUSTOMER agrees to reimburse THE LAKE DOCTORS for all processing fees for registering with third party companies for compliance monitoring services and/or invoicing portal fees

08/2019

Water Management Agreement

Triploid Grass Carp
MAS
This Agreement, made this	day of	20  is between The Lake Doctors, Inc., a Florida Corporation, hereinafter called “THE LAKE DOCTORS” and

PROPERTY NAME (Community/Business/Individual) 	

MANAGEMENT COMPANY_ 	

INVOICING ADDRESS  	

CITY	STATE	ZIP	PHONE (	)  	

EMAIL ADDRESS		EMAIL INVOICE: YES OR NO THIRD PARTY COMPLIANCE/REGISTRATION: YES OR NO	THIRD PARTY INVOICING PORTAL: YES OR NO
Hereinafter called “CUSTOMER”	REQUESTED START DATE:   	
PURCHASE ORDER #: 	
The parties hereto agree to follows:
THE LAKE DOCTORS agrees to stock fish in accordance with the terms and conditions of this Agreement in the following location(s):

Stocking of four hundred (400) triploid grass carp in the ponds associated with Heritage Landing CDD, St. Augustine, Florida

The Lake Doctors, Inc. guarantees 90% survival of fish for 24 hours excluding predation, pollution, escape and other factors beyond the control of The Lake Doctors, Inc.
The Lake Doctors, Inc. will notify CUSTOMER regarding the delivery date of fish during the months of November through April.

CUSTOMER agrees to pay THE LAKE DOCTORS, its agents or assigns, the following sum for specified aquatic management services:
Stocking of four hundred (400) 10”-12” Triploid Grass Carp @ $9.00 ea.	$	 	3,600.00	
Stocking of four hundred (400) 10”-12” triploid grass carp	$	INCLUDED	
Delivery & Stocking	$	 	100.00	
6.5% Florida Sales Tax Exempt	$	  		0.00	 Total of Services Accepted	$	 	3,700.00	

$3,700.00 of the above sum-total shall be due and payable upon execution of this Agreement, the balance shall be payable upon delivery plus any taxes, including sales use taxes, fees or charges that are imposed by any governmental body relating to the service provided under this Agreement.

THE LAKE DOCTORS agrees to deliver and stock, per availability from fishery and weather permitting, with receipt of this executed Agreement plus required deposit and/or required government permits.

The offer contained herein is withdrawn and this Agreement shall have no further force and effect unless executed and returned by CUSTOMER to THE LAKE DOCTORS on or before July 1, 2021

The terms and conditions appearing on the reverse side form an integral part of this Agreement, and CUSTOMER hereby acknowledges that he has read and is familiar with the contents thereof. Agreement must be returned in its entirety to be considered valid.

THE LAKE DOCTORS, INC.	CUSTOMER

Signed	Signed	Dated	 MARK A. SEYMOUR, SALES MANAGER	Name  		

08/2019	 THE LAKE DOCTORS, INC.

Terms & Conditions
Triploid Grass Carp/Gamefish

The Fish Stocking Program will be conducted in a manner consistent with good water management practice using the following methods and techniques when applicable.
Triploid grass carp stocking will be performed at rates determined by THE LAKE DOCTORS, within Florida Fish & Wildlife Conservation Commission permit guidelines.
CUSTOMER agrees to provide adequate access. Failure to provide adequate access may require re-negotiation or termination of this Agreement.

CUSTOMER understands that loss of stocked fish can be caused by many factors beyond the control of THE LAKE DOCTORS such as low oxygen, pollution, predation, escape, starvation and fishing. THE LAKE DOCTORS is not responsible for such losses.

CUSTOMER agrees to inform THE LAKE DOCTORS in writing if any lake or pond areas have been or are scheduled to be mitigated (planted with required or beneficial aquatic vegetation). THE LAKE DOCTORS assumes no responsibility for damage to aquatic plants if CUSTOMER fails to provide such information in a timely manner. CUSTOMER also agrees to notify THE LAKE DOCTORS, in writing, of any conditions which may affect the scope of work and CUSTOMER agrees to pay any resultant higher direct cost incurred.

THE LAKE DOCTORS shall maintain the following insurance coverage and limits; (a) Workman’s Compensation with statutory limits; (b) Automobile Liability; (c) Comprehensive General Liability, including Pollution Liability, Property Damage, Completed Operations and Product Liability. A Certificate of Insurance will be provided upon request. A Certificate of Insurance naming CUSTOMER as “Additional Insured” may be provided at CUSTOMER’S request. CUSTOMER agrees to pay for any additional costs of insurance requirements over and above that provided by THE LAKE DOCTORS.

Neither party shall be responsible for damages, penalties or otherwise for any failure or delay in performance of any of its obligations hereunder caused by strikes, riots, war, acts of God, accidents, governmental orders and regulations, curtailment of failure to obtain sufficient material, or other force majeure condition (whether or not of the same class or kind of those set forth above) beyond its reasonable control and which, by the exercise of due diligence, it is unable to overcome. Should THE LAKE DOCTORS be prohibited, restricted or otherwise prevented from rendering specified services by any of the conditions, THE LAKE DOCTORS shall notify CUSTOMER of said condition and of the excess direct costs arising therefrom. CUSTOMER shall have thirty (30) days after receipt of said notice to terminate this Agreement by notifying THE LAKE DOCTORS in writing.

CUSTOMER warrants that he or she is authorized to execute the Water Management Agreement on behalf of the riparian owner and to hold THE LAKE DOCTORS harmless for consequences of such service not arising out of the sole negligence of THE LAKE DOCTORS.

THE LAKE DOCTORS agrees to hold CUSTOMER harmless from any loss, damage or claims arising out of the sole negligence of THE LAKE DOCTORS. However, THE LAKE DOCTORS shall in no event be liable to CUSTOMER, or others for indirect, special or consequential damages resulting from any cause whatsoever.

THE LAKE DOCTORS reserves the right to impose a monthly service charge on past due balances and/or cancel the Agreement.

Should it become necessary for THE LAKE DOCTORS to bring action for collection of monies due and owing under this Agreement, CUSTOMER agrees to pay collection costs, including, but not limited to, reasonable attorneys fee (including those on appeal) and court costs, and all other expenses incurred by THE LAKE DOCTORS resulting from such collection action.

This Agreement is assignable by CUSTOMER upon prior written consent by THE LAKE DOCTORS.

This Agreement constitutes the entire agreement of the parties hereto and shall be valid upon acceptance by THE LAKE DOCTORS Corporate Office. No oral or written alterations or modifications of the terms contained herein shall be valid unless made in writing and accepted by an authorized representative of both THE LAKE DOCTORS and CUSTOMER.

CUSTOMER agrees to reimburse THE LAKE DOCTORS for all processing fees for registering with third party companies for compliance monitoring services and/or invoicing portals.

THE LAKE DOCTORS may cancel this agreement with or without cause by 30-day written notice to customer.

08/2019	 THE LAKE DOCTORS, INC.

Discussion Regarding Suspension of Amenity Privileges

Discussion Regarding Vesta Fiscal Year 2022 Proposed Increase

STAFF REPORTS
PART B

District Counsel

Amenity Center and Field Maintenance

Tab 7

Heritage Landing CDD Meeting – June 10, 2021

Manager Report June 2, 2021	Todd Myhill, Amenity Manager

Suspension of Minor—Board Action Required.
A 14-year-old resident allowed six minors into the pool facility through a side gate. One of the minors was only 11 years old. Six of the minors were suspended for one day while the minor who opened the side gate was suspended until the June 10th CDD Meeting.
Kids Triathlon Set for Sunday, June 27— 8AM – 12:30PM
The price to participate is $45 for residents and $50 for nonresidents. The triathlon will utilize the lap pool Sunday morning for 40 minutes for the swim portion. The entire event should be finished by 11:30 a.m. plus additional time for cleanup. During setup, the duration of the triathlon, and clean up, the upper parking lot will be closed to traffic.
Summer Special Event— June 25th, 5PM to 10PM
From 5PM – 8PM we will be providing an atomic bungee, rock wall, bounce house, and food trucks. From 8PM – 10PM we will be holding a movie on the tennis lawn.
Third Party Vendors—Board Action Required.
Group Fitness Trainer – Leigh Gough, will be leading an Infusion, Fitness, and Nutrition class. Looking at the availability of our schedule we are aiming for Wednesday and Friday nights.
Mobile Barber Shop was sent the approved agreement. We are awaiting his reply with the completed agreement. Once received, we will schedule them to come out.
Ancient City Soccer has their one-week camp coming up in June. They will provide this camp to the families of north St. Johns County as well as Heritage Landing residents. The cost to attend will be $125 per child for the one-week camp, which will be from 9:00 a.m. to 12:00 p.m. each day.
Memorial Day
The pool was opened all day and we provided one food truck and one dessert truck. We decorated the amenity center with flags as well as hand out small flags to residents that attended.
Area Rental Policy – Board Action Required
At this point in the pandemic recovery, can the amenity center revert to allowing up to four area rentals at any given time.

Please contact me directly if you have any comments or questions. tmyhill@vestapropertyservices.com

Tab 8

Heritage Landing
Field Operations Manager Report

Date of report: 6/1/2021	Submitted by: Lourens Erasmus Field Operations and Maintenance Items:
Dive blocks installed and new covers put over to protect them.
Checking lights on the fence around amenity center and found a severed wire and several bulbs were replaced. With increased irrigation runs it seems the light sockets are getting wet inside more often and blowing the bulbs.
Yield sign at roundabout was leaning heavily, we had to trim some of in order to straighten it back up.
Rehung shower curtain in men’s disabled shower after someone ripped it down.
Put up some new “No Alcohol” signs.
General maintenance around the facility continues.

Comcast distribution cabinet:
After many calls to Comcast they finally came out and straightened the distribution cabinet that is close to the pond bank of Swallowtail Ln.

Basketball court and gym:
We moved one of the trashcans from inside the amenity center to next to the basketball courts We also installed a new mag lock on the gym door to prevent it from being easily ripped open..

Basketball parking lot:
Got a report about a pothole forming where our parking lot exits onto Heritage Landing Pkwy. I filled it with cold patch.

Sign board:
Cleaned the board and did some touch up paint on the posts.

Bridge stain and seal:

We started the staining and sealing process, there is still some cutting in to do and 2nd coats on some areas. This will be an ongoing maintenance project.

Amenity Center Pavilion:

The rotten balusters were replaced with metal fencing. Once completed we washed the pavilion down and did some touch up painting.

Tab 9

 	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: May 10, 2021	Biologist: Jim Charles

Client: Heritage Landing CDD Waterways: Thirteen Ponds Comments: Sunny, 89° F and calm. Note: This is first report for May.

Pond 4: Pond is in fair condition. Water level is normal. Both fountains running normally. Pond dye still evident. Treated for perimeter vegetation, algae, and spatterdock.

Pond 7: Pond was in fair condition. Pond level is low. Treated for perimeter vegetation, algae, and spatterdock. I also removed a lot of trash.

 	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: May 20, 2021	Biologist: Jim Charles, Bill Fuller Shayne Wilford, Mike Liddell

Client: Heritage Landing CDD

Waterways: Thirteen Ponds

Comments: Mostly sunny, 74 F and very windy.

Note: This is the second report for May.

Pond 1: Pond was in good condition this month. Pond level is normal. Perimeter treatment last month for torpedo grass, alligator weed and spatterdock had very good results.

Lost picture

Pond 2: Pond was in fair condition. Pond level is normal. Fountains running. Treated perimeter for torpedo grass and pennywort.

Pond 3: Pond was in fair condition due to torpedo grass. Water level is normal. Treated torpedo grass and pennywort by airboat.

Pond 4: Pond is in fair condition. Water level is normal. Both fountains running normally. Treated pond again for bacopa and algae by airboat on the 20th. Pond dye still evident.

Pond 5: Pond was in good condition. Pond level is normal. Treated for minor spatterdock by airboat.

Pond 6: Pond was in fair condition. Water level is normal. Treated perimeter for torpedo grass, bacopa and algae again this month.

Pond 7: Pond was in improving condition. Pond level is normal. Treated perimeter for algae and spatterdock by airboat.

Pond 8: Pond was in good condition. Fountain running normally. Water level is normal.

Pond 9: Pond was in good condition. Water level is good.

Pond 10: Pond was in good condition. Water level is normal.

Pond 11: Pond remains in very good condition. Pond level is normal.

Pond 12: Pond was in fair condition due to algae. Pond level is normal. Perimeter treatment last month for torpedo grass had good results. Treated for algae by boat this month.

Pond 13: Pond was in fair condition due to minor algae along the perimeter. Pond level is normal. Treated pond for naiad and algae by airboat.

Jim Charles

District Manager

AUDIENCE COMMENTS AND SUPERVISORS REQEUST

ADJOURNMENT