Heritage Landing Community Development District

Board of Supervisors’ Meeting July 8, 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

July 1, 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, July 8, 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
Consent Agenda
i.) Consideration of the Board of Supervisors’ Regular Meeting
Minutes held on June 10, 2021	Tab 1
ii.) Ratification of the Operation and Maintenance Expenditures for
May 2021	Tab 2
STAFF REPORTS PART A
District Engineer
Landscape and Maintenance
1.) BrightView Landscape Report June 28, 2021	Tab 3
2.) Consideration of Landscape Enhancement Proposals for Plantings at Silver Glenn (Under Separate Cover)
Security Update
BUSINESS ITEMS
Discussion Regarding Suspension of Amenity Privileges
Consideration of Proposals for Security Services…	Tab 4
Discussion Regarding Sales Tax and District Purchase Options
Discussion Regarding Fiscal Year 2021-2022 Budget
Discussion Regarding Facility Usage by Non-Resident Staff Members
Review of Holiday Rental Policy
i.) Review of BBQ Grill Policy	Tab 5
Discussion Regarding Recreational Vehicle and Watercraft
Facility Policies	Tab 6
STAFF REPORTS PART B
District Counsel
Amenity Center and Field Maintenance
1.) Amenity Manager Report, July 8, 2021	Tab 7
2.) Field Maintenance Report, June 28, 2021	Tab 8
i.) Consideration of Proposal for Entrance Tower Assessment Report	Tab 9

3.) Charles Aquatics Pond Report June 9, 2021	Tab 10
4.) Charles Aquatics Fountain Report, June 22, 2021	Tab 11
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.
Very truly yours, Melissa Dobbins Melissa Dobbins
Heritage Landing Community Development District

CALL TO ORDER / ROLL CALL

AUDIENCE COMMENTS ON AGENDA ITEMS

BUSINESS ADMINISTRATION

Consent Agenda

Tab 1

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
June 10, 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, 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.
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
Kevin Austin	Board Supervisor, Assistant Secretary
22
23
24	Also present were:
25
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
Sarah Johnson	Facility Manager, Vesta Property Services
Todd Myhill	Facility Manager, Vesta Property Services
Lourens Erasmus	Field Operations Manager, Vesta Property Services
Billy Buerki	Representative, BrightView Landscaping
Nathan Scott	Representative, Giddens Security
37
38	Public in person and via Teleconference
39
40 FIRST ORDER OF BUSINESS	Call to Order
41
42 Mr. Taylor called the meeting to order at 10:00 a.m. and read the roll call.
43
44
45 SECOND ORDER OF BUSINESS	Public Comments
46
Audience members had comments and requested the Board take the matter of children jumping
the back pool gate and/or letting minors in seriously since it is a safety issue.
49

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
June 10, 2021 Minutes of Meeting
Page 2
51	THIRD ORDER OF BUSINESS	Consideration of the Board of Supervisors’	
52		Regular Meeting Minutes held on May 13,	
53		2021	
54			
55			
56	FOURTH ORDER OF BUSINESS	Ratification of the Operation and	
57		Maintenance Expenditures for April 2021	
58			
	On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board approved the Regular Meeting Minutes held on May 13, 2021 and the Operation and Maintenance Expenditures for April, 2021 in the amount of $100,956.46 for Heritage Landing Community Development District.	
59
60 FIFTH ORDER OF BUSINESS	Staff Reports – PART A
61
A.	District Engineer
1.)	Acceptance of 2021 Annual Engineer Report, May 26, 2021
(Under Separate Cover)
Mr. Lockwood reviewed his Annual District Engineer Report. Mr. Taylor
requested that the amenity area map get updated, noting that the baseball field
is now a multi-purpose field.

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board accepted the 2021 Annual District Engineer Report, May 26, 2021, as amended, for Heritage Landing Community Development District.

68

69
Mr. Och requested the Staff to get a proposal from a Structural Engineer to
assess the front entrance tower.
72
B.	Landscape and Maintenance
1.)	BrightView Landscape Report, June 3, 2021
Mr. Buerki reviewed a field aeration proposal (Exhibit A) in the amount of $10,000.
He noted this is an annual maintenance item that should get done at this time of
year. Discussions ensued.

On a motion by Mr. Fernandez, seconded by Mr. Austin, with all in favor, the Board approved BrightView Aeration proposal in the amount of $10,000.00 for Heritage Landing Community Development District.

78

79
C.	Security Update
1.)	Giddens Security Report, June 10, 2021 and SJCSO Patrol Report, May
82	2021
Mr. Scott updated the Board that they are still looking for a full-time
permanent replacement to work alongside Roy (current guard). Ms. Tarfa noted
concerns regarding the current interim guard.
86
87
88

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
June 10, 2021 Minutes of Meeting
Page 3

SIXTH ORDER OF BUSINESS	Presentation of Giddens Security
Agreement Renewal
92
Mr. Erasmus presented an updated renewal letter from Gidden’s Security, which reduced the
increased rate to $21.49 an hour. Discussions ensued. The Board directed Staff to bid out
Security Services for proposals to be reviewed at the next meeting.
96
SEVENTH ORDER OF BUSINESS	Consideration of Proposals for Pond and
Fountain Maintenance
99
Mr. Charles reviewed history of the District’s pond and maintenance issues with the
Board. He also noted how he plans to improve the ponds going forward with recommending
the installation of carp every two (2) to three (3) years. He would start with five hundred
and sixty-five (565) carp in the fall and is willing to charge $7.00 per carp.

On a motion by Ms. Tarfa, seconded by Mr. Fernandez, with all in favor, the Board approved Charles Aquatics renewal proposals for forty-eight (48) months at the current rates for Heritage Landing Community Development District.

EIGHTH ORDER OF BUSINESS	Discussion Regarding Suspension of
Amenity Privileges

The Board reviewed incident at the pool on May 26, 2021, regarding a minor opening a side
locked gate to allow six (6) other minors into the pool facility. Mr. Austin stated he had to
recuse himself from this discussion and vote, based on the advice from counsel (Exhibit B).

The remaining Board Members discussed establishing a minimum suspension of thirty (30)
days for this type of infraction so no matter when it occurred prior to the next Board meeting,
all violators get the same minimum suspension.

The Board recognized this minor was compliant afterwards and so decided that the
suspension would end after the thirty (30) days was finished from the date of the incident.

On a motion by Mr. Fernandez, seconded by Mr. Taylor, by majority vote, the Board approved suspension for the May 26, 2021 incident would end after thirty (30) days from the date of the incident for Heritage Landing Community Development District.

The Board reviewed a second incident at the pool on June 4, 2021, regarding a minor opening
a side locked gate to the pool to allow another minor into the facility. The minor that opened
the gate addressed Staff with foul language and stated he would not follow District policies.
Discussions ensued.

The Board noted this minor was not compliant and suspended the minor an additional six (6)
months after the minimum thirty (30) days from the date of the suspension, which would total
seven (7) months

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
June 10, 2021 Minutes of Meeting
Page 4

On a motion by Mr. Austin, seconded by Mr. Fernandez, with all in favor, the Board approved suspension for the June 4, 2021 incident would extend an additional six (6) months for a total of seven (7) months suspension from the Amenity Facility for Heritage Landing Community Development District.

NINTH ORDER OF BUSINESS	Discussion Regarding Vesta Fiscal Year
2020 Proposed Increase

Discussions ensued. After discussion, the Board took no further action regarding the
proposed increase.

TENTH ORDER OF BUSINESS	Staff Reports- PART B

A.	District Counsel
Mr. Haber updated the Board that CDD Board Members still are not required
to take any type of training. Also, if the Governor signs the Bill regarding advertising
on websites, this might not be the savings many were hoping for since the District
would still need to advertise on the newspaper’s website.

B.	Amenity Center and Field Maintenance
1.) Amenity Manager Report, June 2, 2021
2.) Field Maintenance Report, June 1, 2021
3.) Charles Aquatics Pond Report, May 10 & 20, 2021
Ms. Johnson reviewed their Fall Soccer Program and practice would start early
September. The Board directed Staff to move forward with the program.

Ms. Johnson reviewed a request from Leigh Gough to teach a fitness class at the
Facility on Wednesday and Friday evenings.

On a motion by Mr. Fernandez, seconded by Mr. Austin, with all in favor, the Board approved fitness program from Leigh Gough and authorized the Chairman to execute a final Instructor Agreement with the District for Heritage Landing Community Development District.

Mr. Erasmus requested confirmation from the Board if they wanted to
keep the three (3) lifeguards now that school is out. He recommended an additional
lifeguard who would have flexible four (4) hours Monday through Friday, until
school starts again.

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board approved keeping three (3) lifeguards, and an additional lifeguard for (four) 4 hours, and if any additional hours or changes are needed the Board authorized Staff to consult with Mr. Fernandez for approval for Heritage Landing Community Development District.

167
C.	District Manager

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
June 10, 2021 Minutes of Meeting
Page 5

Ms. Dobbins updated the Board that the District received DAPA’s first (1) quarter
revenue sharing check for the vending machines in the amount of $351.43. She
also received Vesta’s check in the amount of $465 for non-residents registered for
soccer and an additional $1,675.24 for programming.

Ms. Dobbins also confirmed that she received the reimbursement check in the
amount of $732.00 from FPL for the streetlight that was not installed.

ELEVENTH ORDER OF BUSINESS	Audience Comments and Supervisors
Request

Mr. Och requested the Board to review the ability for non-resident Staff to use facilities on their
day off.

Ms. Tarfa requested the holiday rental policy be reviewed at the next meeting.

TWELFTH ORDER OF BUSINESS	Adjournment

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board adjourned the meeting at 2:47 p.m. for Heritage Landing Community Development District.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
June 10, 2021 Minutes of Meeting
Page 6

213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228   		 	
229 Secretary/Assistant Secretary	Chairman/Vice Chairman
230
231
232
233
234
235
236
237
238

Exhibit A

June 09, 2021
Page 1 of 2

Proposal for Extra Work at Heritage Landing @ WGV	

Property Name Property Address	
Heritage Landing @ WGV 232 Silver Glen Ave
Saint Augustine, FL 32092	
Contact To
Billing Address	
Melissa Dobbins Heritage Landing CDD
c/o Rizzetta and Company 8529 S Park
Cir Ste 330
Orlando, FL 32819	
Project Name Project Description	6-9-21 Athletic Fields
Aerate both sports fields. Top dress Soccer field (2 Loads Sand)
Scope of Work	

QTY	
UoM/Size	
Material/Description	
Unit Price	
Total	

LUMP SUM

Aerate both sports fields and top dress soccer field to level playing field

$10,000.00	$10,000.00

For internal use only			
SO#	7541384		
JOB#	346102023			
Service Line	130	Total Price	$10,000.00	
THIS IS NOT AN INVOICE
This proposal is valid for 60 days unless otherwise approved by BrightView Landscape Services, Inc.
11530 Davis Creek Court, Jacksonville, FL 32256 ph. (904) 292-0716 fax (904) 292-1014

June 09, 2021
Page 2 of 2

Exhibit B will be attached

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
May 2021
Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from May 1, 2021 through May 31, 2021. This does not include expenditures previously approved by the Board.

The total items being presented: $93,716.41

Approval of Expenditures:

 	 Chairperson

 	 Vice Chairperson

 	 Assistant Secretary

Heritage Landing Community Development District

Paid Operation & Maintenance Expenditures	
May 1, 2021 Through May 31, 2021	

Vendor Name		
Check Number Invoice Number		
Invoice Description			
Invoice Amount	

AA Gutter Services	
7996	
18873	
Commercial Gutter Installation 04/21	
$	
2,210.00	
Alan Fernandez	8009	AF051321	Board of Supervisors Meeting 05/13/21	$	200.00	
Big Z Pools, LLC	7997	9204	Family Pool Drain Cover 04/21	$	1,620.00	
Big Z Pools, LLC	7997	9205	Lap Pool Drain Cover 04/21	$	715.50	
BrightView Landscape Services, Inc.	8021	7328297	Landscape Maintenance 05/21	$	16,249.00	
BrightView Landscape Services, Inc.	8010	7362083	Irrigation Repair 05/21		$	1,658.75	
BrightView Landscape Services, Inc.	8021	7365122	Pool Plantings 05/21		$	1,727.23	
Charles Aquatics, Inc.	8022	41503	Monthly Aquatic Services - 13 Ponds 05/21	$	975.00	
		8495 74 140 0429787	370 Heritage Landing Parkway 04/21 &			
Comcast	2021051721-1	04/21 & 05/21	05/21		$	422.24	
Darius Howell	8011	050521 Darius Howell Security Deposit Refund -	Darius Howell	$	200.00	
DBA Jason Shaw Tree Service	8026	51421	Tree Removal/Pruning 05/21	$	350.00	
General Liability/Prop/POL Insurance FY	
Egis Inssurance Advisors LLC	8023	13175	20/21 Policy Change		$	291.00	
England Thims & Miller, Inc.	8024	197779	Professional Services 04/21	$	356.00	

Heritage Landing Community Development District

Paid Operation & Maintenance Expenditures	
May 1, 2021 Through May 31, 2021	

Vendor Name		
Check Number Invoice Number		
Invoice Description		
Invoice Amount	

Florida Department of Health in St.						
Johns County	8027	55-BID-5304834	Lap Pool Permit# 55-60-00453 2021/2022	$	350.00	
Florida Department of Health in St.	8027	55-BID-5304835	Fun Pool Permit# 55-60-00455 2021/2022	$	350.00	
Johns County						
Florida Department of Health in St.	8027	55-BID-5304995	Water Spray Area Permit# 55-60-00454	$	225.00	
Johns County			2021/2022			
Florida Power & Light Company	2021051721-2	87098-35048 04/21	County Rd 13 N 04/21	$	3,841.15	
Florida Power & Light Company	2021051721-2	FPL Summary 04/21	Electric Summary 04/21	$	4,519.78	
Hardwick Fence, LLC dba Fence for	7998	1242725	Install Pool Gazeebo Fence 05/21	$	360.00	
Pros						
Hopping Green & Sams	7999	121713	General/Monthly Legal Services 02/21	$	1,873.50	
Kevin Lee Austin	8012	KA051321	Board of Supervisors Meeting 05/13/21	$	200.00	
Leslie Achara McNair-Tarfa	8008	AT051321	Board of Supervisors Meeting 05/13/21	$	200.00	
McVeigh & Mangum Engineering, Inc.	8025	20110808-AS	Engineering Services - Slide Tower 04/21	$	95.00	
NEWAGETUTORS LLC dba.	8019	2640	Website ADA Compliance 05/21	$	250.00	
VGlobaltech						
Poolsure	8004	131295599095	Monthly Pool Maint & Chemicals 05/21	$	1,904.96	
Rizzetta & Company, Inc.	8000	INV0000058170	District Management Fees 05/21	$	5,800.00	

Heritage Landing Community Development District
Paid Operation & Maintenance Expenditures
May 1, 2021 Through May 31, 2021

Vendor Name	Check Number Invoice Number	Invoice Description	Invoice Amount

Rizzetta Technology Services, LLC	8001	INV000007493	Website Hosting Services 05/21	$	100.00	
Robert Och	8013	RO051321	Board of Supervisors Meeting 05/13/21	$	200.00	
St. Johns County Utility Department	8005	503699-115198 04/21	370 Heritage Landing Blvd/Amenity Center	$	844.66	

St. Johns County Utility Department	
8005	
533275-126033 03/21	04/21
570 Steamboat Landing Dr 03/21	
$	13.11	
St. Johns County Utility Department	8014	533275-126033 04/21	570 Steamboat Landing Dr 04/21	$	13.11	
Truly Nolen of America, Inc	8016	INV0017	Rodent Renewal Inspection 05/05/21	$	300.00	
Turner Pest Control, LLC	8028	7482465	Pest Control Service 05/21	$	110.25	
U.S. Bank	8017	6108965	Trustee Fees S2015 04/01/2021-	$	5,064.25	

Vector Security Inc	
8006	
67909500	03/31/2022
Security Monitoring 05/08/21-05/07/22	
$	247.73	
Vesta Property Services, Inc.	8002	379847	Misc Reimbursements 01/21	$	1,721.44	
Vesta Property Services, Inc.	8002	381366	Misc Reimbursements 03/21	$	2,976.62	
Vesta Property Services, Inc.	8007	382439	Lifeguard Hours 03/17/12 - 03/31/21	$	1,637.07	
Vesta Property Services, Inc.	8018	382776	Misc Reimbursements 03/21	$	1,477.29	

Heritage Landing Community Development District
Paid Operation & Maintenance Expenditures
May 1, 2021 Through May 31, 2021

Vendor Name		Check Number Invoice Number		Invoice Description		Invoice Amount	

Vesta Property Services, Inc.	
8029	
383611	
Camp Heritage Fees 2nd Half 05/21	
$	
13,734.90	
Vesta Property Services, Inc.	8007	383647	Camp Heritage Fees 1st Half 05/21	$	13,734.90	
Vesta Property Services, Inc.	8018	383959	Lifeguard Hours 04/21	$	2,270.29	
Vesta Property Services, Inc.	8018	384199	Misc Reimbursements 04/21	$	1,759.72	
Waste Management, Inc of Florida	8003	0001639-4032-3	Waste Disposal Services 05/21	$	206.96	
Wayne Automatic Fire Sprinklers Inc.	8020	865830	Annual Alarm Monitoring 03/01/21 -	$	360.00	
			02/28/22			

Report Total				
$		
93,716.41	

STAFF REPORTS
PART A

District Engineer

Landscape and Maintenance

Tab 3

Quality Site Assessment

General Information

Property Name: Heritage Landing @ WGV
Date: Monday, June 28, 2021
Next Inspection Date: Monday, August 30, 2021
Client Attendees:
Brightview Attendees: William Buerki

CUSTOMER FOCUS AREA:

Amenities, Heritage Landing pkwy, Common elements

MAINTENANCE ITEMS:

Spring flowers have reached the end of their life cycle. Crew is removing them on June 28. New flowers are scheduled to be installed June 30

..2) There was a high population of weeds in the plant beds at the time of inspection. Heavy rains throughout the week of June 21 through June 25 compounded the weed growth. Treating all plant beds weekending July 2 (weather permitting) to be sure things look their best for July 4

..4) The sunshine ligustrum at the intersection of heritage Landing Parkway in Silver Glen are responding to the fungicide applications. We are seeing new growth regenerate from the base of the plants. I will continue to monitor their improvement of the coming weeks

3) Mowing of lakes was offset due to rains that saturated the soil’s. Crew will be doubling their efforts during the next visit to get us back on schedule
5) We are continuing to work on the wicking of the Dalis grass in the St Augustine turf areas. Schedule was set back a week due to heavy rains throughout last weeks service.

..6) Aeration and top dressing has been completed on the athletic fields. We will be proposing a second aeration in the month of August to continue to promote the health of the Bermuda turf.

..8) Maintenance crew focused on cleaning up the plant beds between the amenity and Marjories Way.
These areas had become quite overgrown. Crew worked on removal of weeds, trimming of bushes and separation of plant material in this area

RECOMMENDATIONS FOR PROPERTY ENHANCEMENTS:

NOTES TO OWNER/CLIENT:

Bermuda fields were fertilized third week of June. During the application caterpillars were identified and insecticide was applied to control them

BrightView.com

Confidential Page 1 of 1

Consideration of Landscape Enhancement Proposals for Plantings at Silver Glenn (Under Separate Cover)

SECURITY UPDATE

BUSINESS ITEMS

Discussion Regarding Suspension of Amenity Privileges

Tab 4

Evolving Security Solutions to Meet Your Needs
A Security Program for Heritage Landing
May 20, 2021

Presented to:
Todd Myhill Amenity Manager Heritage Landing

Presented by:
Michael Dunn
Director of Sales - Southeast Region Allied Universal® Security Services

A Customized Security Program for Heritage Landing

Allied Universal® has provided customized security solutions to meet the specific needs of
clients large and small since 1957. We're committed to working with you to understand your industry and goals in order to create a security solution tailored to your unique requirements, and managed by a team of professionals who can provide peace of mind and allow you to focus on your core business.
When you partner with Allied Universal®, carefully screened and trained security professionals who are sensitive to your unique business environment, coupled with leading edge technology, will provide the safety and security you require.

Engaged security professionals will enhance your brand and will be led by experienced, local managers. Real-time security technology solutions will increase operational efficiencies and validate the effectiveness of your program. This integrated combination of people plus technology allows you to focus on what matters to you with the confidence that you have a true security partner that is there for you every day.

Selecting Employees for Your Unique Environment
When security professionals are well matched to the requirements of their post, they'll be better engaged in their day-to-day responsibilities, provide better service for you, and stay in their position longer. Allied Universal® is dedicated to hiring, developing, and retaining top-quality security professionals who will be the best fit for your culture, understand your needs, and demonstrate ownership for your security success.

Our breadth of recruiting resources and reputation as a great place to work contribute to the more than 850,000 candidates in our hiring pipeline. Proven processes and a robust applicant pool ensure our security professionals are the right fit and have the right skills for your community. Allied
Universal® carefully tailors job descriptions to fit your needs and uses AU HireSmart®, our Artificial Intelligence (AI)-powered recruiting solution, to engage candidates and match their qualifications, interests, and preferences to the job most suited to their skills and personality.

Our application process doesn't stop at introductory screening. Initial interviews with candidates, scheduled quickly and automatically with AUHireSmart®, provide an opportunity to evaluate demeanor, attitude, and communications skills. Qualified candidates formally interview with our branch recruiters and hiring managers.

Stringent background screening is also an essential component in selecting high-caliber employees for Heritage Landing, and includes:

Benefits for Security Professionals at Heritage Landing
Allied Universal® is committed to doing what is in the best interest of our clients and that starts with treating our employees well. We know that benefits are extremely important to our employees, and that they prefer to have a variety of options. Employees who are offered benefits and fair compensation have peace of mind and a clearer focus on their daily job responsibilities, which translates into higher employee engagement, as well as greater satisfaction and productivity, which are critical to the success of your security program.
Some of the benefits available to security professionals include:

Medical Insurance coverage
Dental and vision coverage
401(k) retirement plans
Anniversary bonus program
Disability and life insurance
Tuition discounts
Uniforms at no cost
Travel and retail discount programs

Customized Training for Your Security Program
Well-trained security professionals not only enhance safety, mitigate risk, and maximize security for the people and assets at your site, but they also ultimately provide a higher return on your investment. Allied Universal® security professionals undergo extensive and regular training, and become fully immersed in your business, procedures, and company culture.

To ensure that security professionals at Heritage Landing have the knowledge and skills to serve you and to grow in their careers, training is not just provided but tested for retention and tracked to record completion.

Local Management with National and International Support
Local managers are empowered decision makers who know your site, understand your security needs, and are motivated and well compensated. At the local level, your account manager is directly involved in the process of hiring, training, performance evaluation, and employee development. A team of human resource, training, and recruiting specialists actively supports each manager.

Our national and international support teams are in place to lend guidance, training, and other resources to local security professionals and managers. These specialists maintain excellent relationships with local team, and proactively implement programs and procedures to ensure quality service. The combination of local responsiveness and national and international support resources is what sets us apart from every other security services company.

Keeping Your Property, People, and Assets Safe and Secure
With the right security partner, you will have peace of mind knowing that daily safety challenges are managed and a prepared team is in place to respond to

emergencies. Our strong safety culture promotes safety-conscious behaviors and leads to a safer work environment for everyone.

Ensuring Safety Daily: Security professionals are immersed in our Safety Program, and are fully trained to take proactive safety measures; report incidents; and seek out opportunities to help make your location safer. This leads to fewer accidents, less time lost from work due to injury, and fewer interruptions for you.
Emergency Preparedness: Allied
Universal® will work with Heritage Landing's emergency plans and implement them to ensure everyone on site is prepared.
Emergency Response: We have the resources to quickly respond to emergencies and fill additional staffing needs with high quality, well-trained personnel, giving you peace of mind knowing that Allied Universal® has formal processes and depth of personnel to respond for you.

HELIAUS® - THE POWER OF INSIGHT INTO ACTION®

HELIAUS® is our proprietary Artificial Intelligence (AI)-driven workforce management solution that uses powerful algorithms to generate risk-adverse recommendations. With HELIAUS® at the center of your security operations, your security professionals are always connected and engaged, situationally informed, and armed with the right recommendations to effectively create safer, more secure environments.

HELIAUS® - Technology Platform
Functioning as a comprehensive workforce management solution through instant post orders, incident reporting, GPS tracking, visitor logging, and more, HELIAUS® can be tailored to your security program based on vertical market, location, business model, and even each site's specific needs.

HELIAUS® consists of two parts - HELIAUS® Mobile and HELIAUS® Portal. HELIAUS® Portal provides clients with real-time visibility into site-specific events and activities, as well as an historical overview to understand trends and develop future insights. HELIAUS® mobile allows our security professionals to share information and acts as a virtual coach as they go about their duties.

Additional Mobile Capabilities

Incident and event reporting
Temperature screening
Tasks and messages
Lost and found
Custom forms
Visitor and vehicle management

Fire and safety inspections
SOS

Quickly Identify Safety and Security Trends
HELIAUS® has contributed to incident reductions, cost savings, efficiency increases, and peace-of- mind for industry-leading organizations. Regardless of site number, size, or specific events, the HELIAUS® platform has connected security programs with proven ROI. The HELIAUS® dashboard provides on-demand views of historical trends, customizable by date, category, and location. This insight provides you with a full view of the who, what, where, and when incidents are occurring, allowing you to adjust your resources and response as needed through the Tour and Workflow applications within HELIAUS®.

Configurable Tours and Workflows
While security professionals are pushing data to the online portal, they are receiving post order instructions in real time. Through HELIAUS®, we can program custom workflows to virtually coach security professionals when they scan an NFC tag, approach a beacon, or enter a specified GPS zone. Tasks assigned to areas can include: following checklists, taking videos or photos, sending

the client an email or text message, answering follow-up questions, and more.

Providing Seamless and Transparent Transitions for More Than 60 Years
Allied Universal® seamlessly transitions more than 1,000 new sites annually. The transition is critical to delivering the right first impressions for your stakeholders.

On day one, Allied Universal® security professionals arrive at your site properly oriented, trained, and uniformed, resulting in minimal disruption to your business. A dedicated transition team
will communicate with you, reviewing our comprehensive transition plan, and ensuring your security presence is constant and reliable.

If you wish to retain members of your existing security team, we will implement a comprehensive staffing strategy to address retention of qualified personnel. The incumbent workforce can meet with our managers, learn more about the company, and if they meet Allied Universal® and Heritage Landing's qualifications, they will begin our orientation and training.

A customized transition plan will include:

Assessment of security personnel needs
Assignment of timetable and measurable goals
Experienced transition management team assignments
Thorough security professional recruiting, screening, and selection
Customized training manual
Organized security force deployment
Initial and on-site training

As an Allied Universal® client, you will feel confident that you have a partner who truly understands your needs and aspirations.
Through our leading services, systems and solutions...Allied Universal® is There for you.®

Pricing
Year 1 – 10/1/21 – 9/30/22
	
Heritage Landing	World Golf Village	
Position	Hours Per Week	Pay Wage	Bill Rate	Overtime/Holiday Rate	Annual Spend	
Security Professionals	56	$12.00	$16.75	$25.13	$48,776.00	
Total Security Hours Per Week	56		$48,776.00	
Average Pay Wage	$12.00	
Cumulative Bill Rate	$16.75	
Markup	1.40	
Estimated Annual Holiday Cost	$469.00	
Based on the following	7	recognized holidays:
New Year's Day, President's Day, Memorial Day, 4th of July, Labor Day, Thanksgiving Day, and Christmas Day	
Estimated Subtotal	$49,245.00	
Sales Tax	6.5%		$3,200.93	
Estimated Total Annual Cost	$52,445.93	
Estimated Total Monthly Cost	$4,370.49	
Estimated Total Weekly Cost	$1,008.58	
Optional Direct Bill Items	
Heliaus	$2,388.00	
$199.00 per month plus tax
Includes guard management system, post order compliance with workflows and smartphone	

Year 2 – 10/1/22 – 9/30/23
	
Heritage Landing	World Golf Village	
Position	Hours Per Week	Pay Wage	Bill Rate	Overtime/Holiday Rate	Annual Spend	
Security Professionals	56	$13.17	$18.44	$27.66	$53,697.28	
Total Security Hours Per Week	56		$53,697.28	
Average Pay Wage	$13.17	
Cumulative Bill Rate	$18.44	
Markup	1.40	
Estimated Annual Holiday Cost	$516.32	
Based on the following	7	recognized holidays:
New Year's Day, President's Day, Memorial Day, 4th of July, Labor Day, Thanksgiving Day, and Christmas Day	
Estimated Subtotal	$54,213.60	
Sales Tax	6.5%		$3,523.88	
Estimated Total Annual Cost	$57,737.48	
Estimated Total Monthly Cost	$4,811.46	
Estimated Total Weekly Cost	$1,110.34	
Optional Direct Bill Items	
Heliaus	$2,388.00	
$199.00 per month plus tax
Includes guard management system, post order compliance with workflows and smartphone	

Year 3 – 10/1/23 – 9/30/24

Heritage Landing	World Golf Village	
Position	Hours Per Week	Pay Wage	Bill Rate	Overtime/Holiday Rate	Annual Spend	
Security Professionals	56	$14.35	$20.09	$30.14	$58,502.08	
Total Security Hours Per Week	56		$58,502.08	
Average Pay Wage	$14.35	
Cumulative Bill Rate	$20.09	
Markup	1.40	
Estimated Annual Holiday Cost	$562.52	
Based on the following	7	recognized holidays:
New Year's Day, President's Day, Memorial Day, 4th of July, Labor Day, Thanksgiving Day, and Christmas Day	
Estimated Subtotal	$59,064.60	
Sales Tax	6.5%		$3,839.20	
Estimated Total Annual Cost	$62,903.80	
Estimated Total Monthly Cost	$5,241.98	
Estimated Total Weekly Cost	$1,209.69	
Optional Direct Bill Items	
Heliaus	$2,388.00	
$199.00 per month plus tax
Includes guard management system, post order compliance with workflows and smartphone	

Wages

In today's labor market, the wage of the security professional is a significant variable in the quality of your program. It is essential that the right wage is offered in order to ensure a safe and secure environment, build stakeholder confidence and protect Heritage Landing's brand.

Medical Insurance
Allied Universal® offers medical plans to all benefit-eligible employees through payroll deduction and/or client contribution. Benefits will be offered pursuant to our eligibility requirements/policy. Detailed information regarding coverage and
premium costs is available. The estimates provided in this proposal are based upon proposed and evolving regulations, plan structure and estimated participation.

Dental Insurance

Allied Universal® offers quality dental insurance to all benefit-eligible employees through payroll deduction and/or client contribution. Detailed information regarding coverage and premium costs for all plans is available.

Life Insurance
Allied Universal® offers Basic Life insurance in the amount of $10,000 to benefit-eligible employees at no charge. Additional supplemental life insurance and AD&D is available to employees at competitive rates.

401(k) Retirement Plan
Allied Universal® employees are eligible to enroll in our 401(k) retirement savings program anytime following six months of employment.

Proposed Holidays
Allied Universal® recognizes the following holidays:

New Year's Day
President's Day
Memorial Day
Independence Day
Labor Day
Thanksgiving Day
Christmas Day

All employees who work on a designated holiday will receive 1.5 times their wage rate for hours worked. Allied Universal® will invoice 1.5 times the hourly billing rate for hours worked on the designated holidays. Holiday billing may or may not be included in our annual budget estimate or standard billing rates.

Vacation
Regular full-time hourly employees (security professionals) will generally be eligible for paid vacation time based on their length of service (must average 35 hours per week to qualify). The standard vacation plan is accrued on a calendar year basis after reaching the first anniversary. Upon reaching the first anniversary, security professionals begin to accrue time and will be eligible for a pro-rated amount of vacation from their first anniversary date through the end of that calendar year. The following January, employees will be eligible for their full tier amount from 1/1 - 12/31.
Tier Schedule: Paid vacation after one year of service (pro-rated); two weeks after three years and three weeks after eight years.

Overtime
Overtime of 1.5 times the hourly billing rate is only billed in the following circumstances and not for scheduling issues or vacation coverage.

Specific Requests
With requests for a specific individual to work more than their 40 hours for a special reason, regardless of the notice provided, only the overtime impact for that individual will be billed. Example: "We need Security Professional Smith to stay two extra hours at the end of his shift to help with a special project." Only the additional two hours will be billed at the overtime rate if it will put him over 40 hours.

Additional Requests for Security Professionals
Requests for coverage in excess of the agreed-upon amount of total security professionals' base hours on site may be billed as overtime until coverage is incorporated into the permanent base hours. We will work to meet needs for additional security professionals through the local offices.

Billing Frequency and Payment Terms
Allied Universal® will invoice Heritage Landing on a weekly basis for all scheduled services for the preceding weekly period (starting on Friday and ending the following Thursday) based upon the rates listed above. All invoices are due net 10 days.

Rate Increases
Billing rates will increase annually by 3% or by the percentage increase in certain agreed upon costs incurred by Allied Universal®, whichever is greater. Our rates during the term will be subject to adjustment to reflect any increases in our costs related to medical, welfare and other benefits and related costs, which may include, without limitations, costs incurred by Allied Universal® pursuant to applicable federal, state and/or local law, including without limitation Health Care Reform Legislation Costs.

NOTE:
Allied Universal® reserves the right to change, amend or terminate the benefits programs and its options at any time.
Pricing of wages are valid for 90 days.

'	A M CO
p R OT	E C T I V	E
-
Contact >>>>>>>>>>>	Heritage l anding

Exhi bit ' A '			06.23.2021	
Service Type	Week jy H rs	Hn ul1y Rar,,	Weekly Cosls		Annual Cost	R.ne .-:hedu te	

Patrol Officer (Pay Rate $15.00)	56.0	$22.50	$1,260.00		$65,520.00	Mon To Sunday	

Securitv Office Holidav Rate	56.0	$11.25	$0.00		$630.00		
							
Smart Phone		1/	$22.50		$1,170.00	Optional	
							
Patrol Vehicle (Nissan Rogue 2021)		1/	$0.00		$0.00		

Track Tik (Included)		1/	$0 .00		$0.00		
							
Sub-Total			$1,282.50		$67,320.00		
							
Taxes			$89.78		$4,712.40		
							
Total	56.0		$1,372.28		$72,032.40		
							
Ramco Protecti ve Services are including Track Tik - Security Officers are able to Security Officers are able to patrol the pr

Ramco Protective of Orlando, Inc.

Arthur Gruber

Heritage l anding Homeowners Association.	the followin document re operty and	g softwear. ports as they check of chec	
occur.
kpoints set by th

Date:

Date:	

e HOA & Management

06.23.2021

06.23.2021	

.	

MORE THAN GUARD TOUR
Powering the guarding and security  operations  of  over l 05,000  facil i ti es,  securi  ty  firms  and sec uri ty deportments worldwide, TrockTik to kes you beyond guard tour.

Gain Time
Improve Efficiency
Save Money
Drive Optimal Security Decisions

Increase Mobile Operational Performance
Optimize Security Operations
Improve Productivity and Grow Revenu e
Gain Actionable Insight in Rea l-Time

TRAINING &
IM PLEM EN TATI O N
Customer success, our secret weapon-and yours! Our team takes into account your specific  needs and expected outcome to provide the services you need, when you need them.

............

105,G JV +
FACI LITf E,

....

30+

u,JOO+

RS

C O UN TR1ES

Tl K 

Workforce Management
Platform

SECURITY  OPE RATI O N S  I GUARDING  SUITE

I N CI D EN T REPORTING

0.

LIVE

DASHBOARD

-

GUARD TOUR

e

CLIENT PORTAL

DYN AM I C TR A C K I N G

G

TRENDS
&    ANALYTICS

e

GUARD TO O LS

Always an Record.	Always On .	Always an Guard.	Always On-line.	Always on Track.	Always on Poinl.	Always on Duty.

'

O N E P L ATFO RM   PROVIDING  ACT I O N A BLE
I N SI G H TS I N   REA L- TI M E, FROM AN Y W H ERE .

. .
•     0    -·	•

.

-- ---:,. _ ..

. - ,  .

iii= --=---

··- - ·1·- -	-

·  ?...-.'. -
 	: t  ..•
·- - ·

BACK     OFFICE M AN AG EM EN T SU I TE

SCHEDULING &
ATTENDANCE
Build schedules with defined security guard roles and requirements.

CONTRACTING
& INVOICING

Automate your commercial terms. Reconcile once·service is delivered.

PAYROLL  &
ACCOUNTING
Alig n pay with the services being delivered.

BUSINESS'

INTELLIGENCE

-	-	-	-	- -	-■ - - \	

Gain valuable business insight into key profitability indicators.

Security Development Group, LLC dba S3 Security	License Number:	SDG: B1200096
dba S3 Security	Terms:	Net 30

8130 Baymeadows Way West, Suite 302
Jacksonville, FL 32256
866-305-9779
lmulder@sthreesecurity.com

Date:
Start Date:

Agreement for Services

6/22/2021

Bill To:	Heritage Landing	Service Location:	Heritage Landing	
			370 Heritage Landing	
	9049406095		Parkway	
	lerasmus@vestapropertyservices.c		Saint Augustine, FL 32092	
	om		9049406095	
			lerasmus@vestapropertyserv	
			ices.com	

Unit Price	n	on	e	ed	u	i	t	Total	Weekly		Billing	Price	
		Su	M	Tu	W	Th	Fr	Sa	Patrols	Totals		Summary:		
Dedicated
Officer	
$21.95	
8	
8	
8	
8	
8	
8	
8	
56	
$1,229.20		Monthly Total: Tax Rate (%):
Taxes:
*Monthly Bill:	$5,285.56	
													0.00	
								
							$0.00	
								
							$5,285.56	
									56	$1,229.20				

Services provided 3:15 PM to 11:15 PM.

Holiday Surcharge Flat Rate of $125 will be applied to the invoices that include New Year's Eve, Memorial Day, Independence Day, Thanksgiving and Christmas Eve.

*Monthly invoice will vary due to the number of days in each month.

Security Development Group, LLC dba S3 Security dba S3 Security
8130 Baymeadows Way West, Suite 302,
Jacksonville, FL 32256
866-305-9779

This AGREEMENT FOR SERVICES (“Agreement”), dated, is by and between Security Development Group, LLC dba S3 Security hereinafter referred to as “S3”, and Heritage Landing hereinafter referred to as “Client”, located at 370 Heritage Landing Parkway, Saint Augustine FL 32092, and can be reached at the following telephone number: 9049406095. The parties agree as follows:

 Security Guard Services

Guards may be:	armed	 unarmed	 patrol   uniformed

ADDITIONAL TERMS AND CONDITIONS:

See agreement attached hereto and incorporated herein	

Fees. Client agrees to pay to S3 the following fees, rates, plus any applicable tax:
Security Guard Services:
*Monthly $5,285.56
All services are at the following rates above, plus tax, and are payable due on the last day of the month in which services are rendered. All payments being due on the first of the month.

*Monthly invoice will vary due to the number of days in each month.

Terms and Conditions. The S3 Security - Terms and Conditions, attached hereto, set forth additional rights and obligations, and further govern the rights and obligations of the parties in connection with the S3 services and are incorporated herein by reference.

S3 SECURITY - TERMS AND CONDITIONS
SECURITY GUARD SERVICES
Definitions. For purposes of this Agreement, the following shall apply: Monthly security guard service shall mean one shift for 30 days; Weekly security guard service shall mean one shift for 7 days; Daily security guard service shall mean one shift or patrol for 1 day; Rates are based on a single guard.
Termination of Guard Services. Either party to this Agreement shall be permitted to terminate guard Services upon giving the following written notice: 30 days notice if service is on a monthly basis; 72 hour notice if service is on a weekly basis; 24 hour notice if service is on a daily or hourly basis.
Obligations. Unless otherwise noted in the Agreement, all guards furnished shall be uniformed and unarmed unless otherwise noted on the first page of this Agreement, and guard(s) only responsibility shall be to notify police by dialing ‘911’ for emergencies, and guards will have no direct intervention required.
Holiday; Overtime. Client agrees to pay S3 holiday and overtime rates for guard services supplied at Client’s request in excess of services requested in this Agreement, or on U.S. bank holidays. Holiday and overtime rates may be revised from time to time.
Employees; Procedures. Security guards are employees of S3 and S3 shall pay all salaries and carry worker’s compensation for such employees. S3 shall carry general liability insurance for personal injury and property damage with coverage limits of not less than $1,000,000.00 aggregate and $500,000.00 per occurrence. S3 shall be responsible for supervising its guards. Guard services to be performed shall be in conformity with operating procedures established by S3.
Breaks; Expenses. Guards shall be entitled to one 15-minute break during the first 3 hours of a shift, one 15-minute break during last 3 hours of shift, and a half hour meal break after 3 1/2 hours of work
Limited Warranty. Subject to Section 22 below, the parties acknowledge that services provided under this Agreement shall be performed in accordance with generally accepted security practices and standards in the industry.

GENERAL
Payment Terms. Except as expressly set forth on the first page of this Agreement, all fees are due within 30 days of invoice date. In the event Client fails to pay S3 any monies when due, Client shall pay the lower interest of 1 1/2% per month or the amount allowed by applicable law from the date when payment is due on outstanding balances.
Termination.
This Agreement may be terminated by either party at any time in the event of a breach or a failure to comply with the terms and conditions of this Agreement, but only after the non-breaching party has provided notice of such breach to comply and such breach remains uncured for 10 days after the breaching party received such notice, but in the event of Client’s non-payment, such cure period shall be reduced to 2 days.
In the event Client terminates this Agreement without giving notice as provided for herein, Client agrees to be liable for all charges for the duration of the requested service. S3 may, without prior notice, suspend or terminate its services in event of Client’s default in performance of this Agreement, and S3 shall be permitted to terminate all its services under this Agreement without relieving Client of any obligation herein.
Term of Agreement; Renewals; Fee Increases. The initial term of this Agreement shall be for thirty days, unless otherwise mutually agreed to and set forth on the agreement or order, and shall automatically renew month to month thereafter under the same terms and conditions, unless either party gives written notice to the other party of their intention not to renew the Agreement at least thirty days prior to the expiration of the then current term. After six months from the initial effective date of this Agreement, S3 shall be permitted from time to time to increase its fees upon written notice to Client by an amount not to exceed four percent each year from the previous year’s fees, and Client agrees to pay such increase as invoiced.
WARRANTY DISCLAIMER.

S3 does not represent nor warrant that a guard may not be compromised or circumvented, or that a guard will prevent any loss by burglary, hold-up, fire or otherwise; or that a guard will in all cases provide the protection for which a system is installed or a guard is placed. The limited warranty above does not cover any damage to material or equipment caused by accident, misuse, attempted or unauthorized repair service, modification, or improper installation by anyone other than S3. Client acknowledges that any affirmation of fact or promise made by S3 shall not be deemed to create an express warranty unless expressly included in this Agreement in writing; that Client is not relying on S3’s skill or judgment in selecting or furnishing a guard suitable for any particular purpose and that there are no warranties which extend beyond those on the face of this Agreement.
EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, S3 MAKES NO EXPRESS WARRANTIES AS TO ANY MATTER WHATSOEVER, INCLUDING, WITHOUT LIMITATION, THE PERFORMANCE OF SERVICES, CONDITION OF EQUIPMENT, ITS MERCHANTABILITY, OR ITS FITNESS FOR ANY PARTICULAR PURPOSE. S3 EXPRESSLY DISCLAIMS ANY IMPLIED WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
Client’s exclusive remedy for S3’s breach of Agreement or negligence to any degree under this Agreement is to require S3 to repair or replace, at S3’s option, or to refund or re-perform any guard Services at S3’s sole election. Express warranties in this Agreement give you specific legal rights and you may also have other rights which vary from state to state. If required by law, S3 will procure all worker permits required by local law and will provide certificate of workman’s compensation prior to starting work.
Complete Agreement. This Agreement and any referenced terms herein constitute the entire understanding and agreement between the parties with respect to the subject matter hereof and shall supersede any prior understandings and agreements, whether written or oral, between the parties with respect to that subject matter. S3 expressly limits acceptance of the Agreement to the terms stated herein. Any additional, different, or inconsistent terms or conditions contained in any form or purchase order from Client in connection with this Agreement are hereby objected to and rejected by S3 and shall not apply to this Agreement.
Non-Solicitation. Client agrees that it will not solicit for employment for itself, or any other entity, or employ, in any capacity, any employee of S3 (including guards) assigned by S3 to perform any service for or on behalf of Client for a period of one year after S3 has completed providing service to Client. In the event of Client’s violation of this provision, in addition to injunctive relief, S3 shall recover from Client an amount equal to such employee’s salary based upon the average three months preceding employee’s termination of employment with S3, times twelve, together with S3’s expenses associated with such solicitation.
Force Majeure; Other Events. Neither party shall be considered in default of its performance of any obligation hereunder to the extent that performance of such obligation is prevented or delayed by acts of God; acts of the other party; war (declared or undeclared); terrorism or other criminal conduct; fire; flood; weather; sabotage; strikes, or labor or civil disturbances; governmental requests, restrictions, laws, regulations, orders, omissions or actions; unavailability of, or delays in, utilities or transportation; default of suppliers or other inability to obtain necessary materials; embargoes, or unforeseen circumstances or any other similar or dissimilar events or causes beyond party’s reasonable control.
Insurance. Client shall maintain a policy of public liability, property damage, burglary and theft insurance under which S3 is named as additional insured, and under which the insurer agrees to indemnify and hold S3 harmless from and against all costs, expenses including attorneys’ fees and liability arising out of or based upon any and all claims, injuries and damages arising under this Agreement, including, but not limited to, those claims, injuries and damages contributed to by S3’s performance to any degree or its failure to perform any obligation. The minimum limits of liability of such insurance shall be one million dollars for any injury or death, and property damage, burglary and theft coverage in an amount necessary to indemnify Client for property on its premises. S3 shall not be responsible for any portion of any loss or damage which is recovered or recoverable by Client from insurance covering such loss or damage or for such loss or damage against which Client is indemnified or insured. In the event of any loss or injury to any person or property, Client agrees to look exclusively to Client’s insurer to recover damages. Client shall obtain insurance to cover any loss the security services are intended to detect to one hundred percent of the insurable value, and or Client and all those claiming rights under Client waives all rights against S3 and its subcontractors for loss or damages caused by burglary, theft, water, smoke,

fire or other perils intended to be detected by the security services or covered by insurance to be obtained by Client, except such rights as they may have to the proceeds of insurance.
False Alarms; Permits. Client is responsible for all alarm permits and permit fees, agrees to file for and maintain any permits required by applicable law and indemnify or reimburse S3 for any fines relating to permits or false alarms. S3 shall have no liability for permit fees, false alarms, false alarm fines, police or fire response, any damage to personal or real property or personal injury caused by police or fire department response to alarm, whether false alarm or otherwise, or the refusal of the police or fire department to respond. In the event of termination of police or fire response by the municipal police or fire department this Agreement shall nevertheless remain in full force and Client shall remain liable for all payments provided for herein. Should S3 be required by existing or hereafter enacted law to perform any service or furnish any material not specifically covered by the terms of this Agreement Client agrees to pay S3 for such service or material.
Assignment; Waiver of Subrogation Rights. Client may not assign this Agreement without the prior written consent of S3. Any such assignment without S3’s prior approval shall be deemed a breach of this Agreement, and void ab initio. S3 shall have the right to assign this Agreement and shall be relieved of any obligations created herein upon such assignment. Client on its behalf and any insurance carrier waives any right of subrogation Client’s insurance carrier may otherwise have against S3 or S3’s subcontractors arising out of this Agreement or the relation of the parties hereto. Client acknowledges that this Agreement, and particularly those paragraphs relating to S3’s disclaimer of warranties, exemption from liability, even for its negligence, limitation of liability and indemnification, inure to the benefit of and are applicable to any assignees, subcontractors and central offices of S3.
Limitation of Liability. Neither party shall be liable for any special, incidental, indirect, punitive, or consequential damages, including loss of anticipated profits or business interruption for any reason. In no event shall S3’s aggregate liability for any loss or damage arising out of or connection with this Agreement exceed the greater of $250.00- or six-
month’s	fees	for	Services	immediately	prior	to	the	incident	that	gave	rise	to	the	claim.
Indemnification. Each party, S3 and Client, (as "Indemnifying Party") shall indemnify, hold harmless, and defend the
other party and its managers, officers, directors, employees, agents, affiliates, successors, and permitted assigns (collectively, "Indemnified Party") against any and all losses, damages, liabilities, deficiencies, claims, actions, judgments, settlements, interest, awards, penalties, fines, costs, or expenses of whatever kind, including professional fees and reasonable attorneys' fees, that are incurred by Indemnified Party in a final non-appealable judgment, administrative proceeding, or any alternative dispute resolution proceeding (collectively, "Losses"), arising out of any third-party claim alleging: (a) breach or non-fulfillment of any material representation, warranty, or covenant of the Agreement by Indemnifying Party or Indemnifying Party's employees, subcontractors, or agents (“Personnel”); (b) any grossly negligent or more culpable act or omission of Indemnifying Party or its Personnel (including any reckless or willful misconduct) in connection with the performance of its obligations under this Agreement; or (c) any bodily injury, death of any person, or damage to real or tangible personal property caused by the grossly negligent or more culpable acts or omissions of Indemnifying Party or its Personnel (including any reckless or willful misconduct); or (d) any failure by Indemnifying Party to comply with any applicable federal, state, or local laws, regulations, or codes in the performance of its obligations under this Agreement. Notwithstanding anything to the contrary in this Agreement, i) Indemnifying Party is not obligated to indemnify, hold harmless, or defend Indemnified Party against any claim (whether direct or indirect) if such claim or corresponding Losses arise out of or result from, in whole or in part, Indemnified Party's: (a) gross negligence or more culpable act or omission (including recklessness or willful misconduct); or (b) bad faith failure to comply with any of its obligations set forth in this Agreement; and ii) this Section 31 does not apply to any claim (whether direct or indirect) for which a sole and exclusive remedy is provided under another section of the Agreement, including without limitation Section 11.C of the Agreement.
Subcontract. Client agrees that S3 is authorized and permitted to subcontract any services to be provided by S3 to third parties who may be independent of S3, and that S3 shall not be liable for any loss or damage sustained by Client by reason of fire, theft, burglary or any other cause whatsoever caused by the acts of third parties, and that Client appoints S3 to act as Client’s agent with respect to such third parties, except that S3 shall not obligate Client to make any payments to such third parties.

Governing Law; Disputes. The Agreement and all rights and duties under the Agreement are governed by, and construed in accordance with, the laws of the State of Florida. The United Nations Convention on Contracts for the International Sale of Goods or the transactions contemplated hereunder shall not apply. The parties hereby irrevocably consent to exclusive jurisdiction of, and venue in, State or Federal courts in Jacksonville or Duval County, located in the State of Florida.
Service and Equipment Disclaimer. In addition to the other limitations stated in this Agreement, S3 does not represent nor warrant that any guard service, security equipment or other services will prevent any loss, damage or injury to person
or property by reason of  burglary, robbery, theft, holdup, or  strict products liability, or any other cause.	Client
acknowledges that S3 is not an insurer and that Client assumes all risk of loss to person and property upon its premises. Payments to S3 for services and equipment are intended to reduce certain risks of loss, though S3 does not guarantee nor represent that no loss or injury to person or property will occur. S3 is not assuming liability and therefore shall not be liable to Client for any loss or damage to person or property as a result of any cause whatsoever, regardless whether such loss or damage was caused by or contributed to by S3 or its employees’ performance or failure to perform any obligation under this Agreement. In the event of any loss or injury to any person or property, Client agrees to look exclusively to Client’s insurer to recover damages.   Client releases S3 from any claims for contribution, indemnity or subrogation.
Miscellaneous. Other than routine communications made in the ordinary course of performing any obligations under this Agreement, all notices or other communications required or permitted to be given under this Agreement must be in writing and will be deemed to have been sufficiently given when delivered in person (with written confirmation of receipt), on the second business day after mailing via a responsible international courier, or on the fifth business day after mailing by first class registered or certified mail, postage prepaid, to the address stated on the first page of this Agreement or to such other address or individual as either party may specify from time to time in writing or transmitted electronically if confirmed in writing by one of the above methods. This Agreement may be executed in counterparts, each of which will be deemed an original, but all of which together will be deemed to be one and the same agreement. A signed copy of this Agreement delivered by facsimile, e-mail or other means of electronic transmission will be deemed to have the same legal effect as delivery of an original signed copy of this Agreement. The parties intend that the relationship between them created under this Agreement is that S3 is an independent contractor of Client only, and nothing contained herein is intended to create any other relationship between the parties. S3 is not to be considered an employee, agent, joint venturer or partner of Client for any purpose whatsoever. Neither party is granted any right or authority to assume or create any obligation or responsibility for, or on behalf of, the other party or to otherwise bind the other party in any way. The terms and conditions of this Agreement are confidential information of S3, and Client may not distribute this Agreement or disclose any contents hereof to any third party without the express written consent of S3. Client is responsible for keeping S3 updated on changes to property contact information. With respect to the performance of SDG’s duties and obligations under this Agreement, including the duties and obligations set forth on the Post Order, Client acknowledges and agrees that SDG will use reasonable efforts in the performance and discharge of such duties and obligations.

HERITAGE LANDING:

S3 SECURITY:

By:		By:	
		
Jennifer Muntean General Manager	
(Print Name; Title)		(Print Name; Title)	
Date	Date

CLIENTPOINT DOWNLOAD RECEIPT
------------------------------------------------------------------- DOWNLOADED: 06-25-2021
CLIENTPOINT ID: 555104

Heritage Landing – S3 Security

Leah Mulder
 Sales Executive	
904.955.1558
Lmulder@sthreesecurity.com

About S3 Security:

Locally owned and operated; the owners come from Neptunebeach and love our city. With a history in law enforcement before opening the doors we understand the ins and out of security issues.
10+ years in residential security experience
Customizable, integrated security platform from our staff to our tech.
We have a significant amount of experience in working with landlord – tenant concerns, lease
violations, local civil statutes, and criminal violations.

S3 has earned the trust and reputation with local law enforcement partners allowingfor a seamless public-private sector relationship. Our security specialty and subject matter experts are focused in Multi-Family Housing, Commercial Real Estate, Student Housing, Homeowners Associations, and Community Improvement Districts.

Why S3 Security?
Whether your community is comprised of single-family homes, condos or townhomes, you can rest assured your community is protected with S3 Security. Our team focuses on community rules and regulation enforcement, parking compliance, and resident concierge services. Our emphasis on security infrastructure, maintaining standards of your community, and overall safety is our primary concern.
Our proven security model exceeds customers security requirements to ensure leaseholder attraction and retention.
S3 provides targeted security patrols for specific access control areas.
We comply with insurance and regulatory compliance for customers that require mandatory security services.
We offer armed and unarmed officers specially trained to protect your site and
clients.
Our marked patrol vehicles are equipped with the latest technology including
GPS tracking, laptop computers, dash cameras, and mobile devices.
Field supervisor on duty at all times
Designated Client success manager to maintain a healthy relationship with our clients
Board member access to our toll-free number to speak with real-time S3
personnel.
Professional nightly reports from our Silvertrac software, including important information such as lighting assessments, police reports, trespass warnings, photographs, and dispatch calls for service to name a few.
S3 Officers go through a rigorous recruitment and selection process in addition
to over 30 hours of site-specific Field Training before they are approved for solo patrol on your property. We use Criteria Corp Hireselect for part of our recruitment process.
S3 Security Officers are equipped with the professional uniforms, new
equipment, and latest technology to enhance officer safety and customer service while reducing liability for our clients.

What is our Customer Care?

S3 Security takes pride in our relationships with our customers.
We provide a Client Success Manager whose sole purpose is to verify our services are running smoothly and security on your property is being managed as seamlessly as possible.
Our Client Success Manager will follow up with you and go over any odd instances or activity on your report; they also attend board meetings, and host events to maintain a healthy relationship with our clients.

Innovative Partners

Our silvertrac reports are delivered every morning with detailed information and photos regarding the previous days activity.

Magnets are provided to your Management team so they can give
them out to residents to reach our local dispatch center.

Meet our Executive Chairman-John P. Ward

John has been a professional, private equity and venture capital investor for 20 years, and has been through several capital markets and economic cycles.
He serves as a member of the Board of Directors for both publicly traded and private companies and has been an Executive Chairman of the Board, as well as Chairman of Audit and Compensation Committees.
He’s a company builder with deep experience in the management of executives and
personnel.
John loves working with CEOs and management teams in optimizing their business so they can dominate a target industry segment.
He began his career as an officer with United States Naval Intelligence, and when he left
the Navy, he worked for Fidelity Investments as a quota bearing sales representative.
Started as a venture investor in 1996 at BancBoston Capital and went on to become a General Partner at M/C Venture Partners (now M/C Partners) and then a Managing Director at Key Venture Partners, both in the Boston area.
He has had successful investments across a range of industries.
Most recently, he is the Managing Partner of Unit Economic Investors in Boston and Jacksonville, FL.
See his LinkedIn profile here: www.linkedin.com/in/jpwardjr

Leah Mulder
  Sales Executive	
904.955.1558
Lmulder@sthreesecurity.com

Jen Muntean
General Manager
904.505.3581
Jmuntean@sthreesecurity.com

Discussion Regarding Sales Tax and District Purchase Options

Discussion Regarding Fiscal Year 2021-2022 Budget

Discussion Regarding Facility Usage by Non-Resident Staff Members

Review of Holiday Rental Policy

Tab 5

BARBEQUE GRILL POLICIES

Barbeque grills are available at any time during staffed hours of the Amenity Center.

Patrons shall check with Management staff for availability before using the Heritage Landing community grills.

Management staff will uncover and unlock a community grill and ask the resident if they have any questions regarding the operation of the grill.

Grills are only available for use, on a first-come, first-served basis, to individuals eighteen (18) years and older who have the general, operational knowledge of barbeque grills.

During party rentals of an area that has a grill, the grill is available to the party attendees during the four (4) hour rental period.

Patrons shall comply with the following rules when operating a community grill:

Community grills shall not be left unattended at any time while in use;

Please be courteous and share the community grill area;

Clean up all trash and other debris generated during the use of community grill, and deposit the trash in appropriate trash receptacles;

Clean the grill(s), counter space(s), and picnic table(s) after use.

Glass and other breakable items are not permitted in the community grill area.

The District reserves the right to seek reimbursement for costs related to the violation of any of the above policies or for a failure to return any item taken from underneath the grill within twenty-four (24) hours.

Private barbeque grills of any kind are not permitted on District Property.

Tab 6

Recreational Vehicle and Watercraft Facility Policies Definitions
Recreational Vehicle – Any vehicle defined as the following: Motor Home, Pop-up Camper, Motor Coach, Motorcycles, Off-Road Bikes or Vehicles. If Motor Homes or Campers are not self-operated, they must be on a trailer. Any trailer without an approved vehicle must store recreational equipment only and is subject to a visual inspection. All motor bikes, off-road bikes or vehicles must be on a trailer at all times while in the storage facility.
Watercraft – Any watercraft defined as the following: Any type of boat or jet ski that meets the size requirements on a trailer. Watercraft must be on a trailer at all times.
User Fee Structure
Fees shall be as set by the Board of Supervisors for the District and will go from November 1st to October 31st of each year.
The annual user fee for a person owning property in the District, or non-resident fee payers within the District to store a Recreational Vehicle (RV) or Watercraft (Boat/Jet Ski) will be the following as of September 21, 2017:
Spaces under 30 feet in length will be $390.00 per year
Spaces 30 feet to 43 feet in length will be $585.00 per year
Space #49 which is 56 feet in length will be $780.00 per year
Storage is allotted for twelve (12) months from the date of the license and will automatically renew at the end of term for another twelve (12) months, unless the user provides thirty (30) day written notice to the District prior to the annual renewal date.
There will be a prorated monthly refund for storage fees if you terminate your license early or are asked to remove your RV or Watercraft from the facility by the Board of Supervisors for violation of facility policies. Users may terminate their license at anytime upon providing the District with a thirty (30) day written notice.
Fees are due in full at license signing. Annual renewal fees will be due on the 1st day of the month in which the license term renews. There will be a Ten Dollar ($10.00) late payment fee after the 1st of the month. If full payment is not received by the 5th business day of that month then the license agreement and space will be made available to the next person on the waiting list.
The Board of Supervisors has the right to cancel any person’s license that no longer owns property in the District or is no longer a non-resident fee payer of the District.
Eligibility for and Allocation of Storage
Only one (1) storage space may be rented at any one time by persons owning property in the District, or non-resident fee payers in the District.
Persons leasing from persons owning property in the District may only use a storage space under contract to persons owning property.
Storage space will be allocated on a first come first serve basis.
Should facility be filled to capacity then a waiting list will be established on a first come first served basis, and you will be contacted once a space opens.
Should persons renting a spot choose to leave or not renew at the end of the license, then the next person on the waiting list will be offered the license agreement and space, paying the required fees at time of license.
Eligibility will only be open to current RV or Watercraft owners at time of license. You must present to the facility staff proof of registration or ownership prior to being

allocated a storage space in the facility. Each year upon renewal you must show proof of ownership your RV or Watercraft to facility staff.
General Facility Provisions
This facility is for RV’s and Watercraft (Boats/Jet Skis) only.
The Board of Supervisors or District Staff has the right to terminate your license if you have not responded to policy violations within thirty (30) days after receiving the written notice of the violations. You will be refunded the remaining amount of your license and given one (1) week to remove your RV or Watercraft. After one week it will be towed at the owner’s expense.
Persons are not permitted to work on RV's or Watercraft within the storage facility at anytime.
You must have a wood block under the stand on your trailer at all times will parked in the facility. They can be acquired at the Camp Heritage Amenity Center Office.
Persons are permitted to use covers on RV’s and Watercraft within the storage facility.
All required RV’s and Watercraft must be on a tow trailer while in the storage facility.
No electric or water service will be provided at the storage facility by the District.
The Heritage Landing Community Development District, the Board of Supervisors, and the Camp Heritage Staff can not guarantee security of RV’s or watercrafts stored and
does not accept responsibility for loss or damage due to theft, vandalism or any other cause.
The Camp Heritage Staff and District Employees are not on site to assist RV and Watercraft owners.
Smoking, and the use of alcohol, is prohibited at the storage facility. Firearms are also prohibited on all District property and facilities.
You may not store any of the following items in or on your RV or Watercraft in the storage facility: Flammables of any kind, drugs, hazardous items or waste, any living thing, and any item deemed inappropriate by the District Manager or the Facility Staff.
Persons are responsible for tying down their RV’s and Watercrafts and may be held responsible if their property damages another person’s property.
The District strongly advises persons to insure their RV or Watercraft. There will be NO security staff for the storage facility.
There is a motorized gate at the entrance to the storage facility. The gate can be opened by a clicker, which shall be issued by the District. Each space in the storage facility is entitled to one clicker. At the time of issuance, the license holder shall execute a
document evidencing receipt of the clicker and agreeing to pay, upon loss of or damage to the clicker, the District’s actual replacement costs.

STAFF REPORTS
PART B

District Counsel

Amenity Center and Field Maintenance

Tab 7

Manager Report July 8, 2021	Sarah Johnson, Amenity Manager

Suspension of Minors
We have had 8 residents that have been suspended for a minimum of 30 days starting from June 11th – 19th. All these residents were respectful and cooperative.

New Summer Event Date— July 16th – 5PM – 10PM
We had to postpone the Summer Event that was supposed to be held Friday, June 25th due to inclement weather. The new date for the Summer Event is Friday, July 16th. 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. The movie will start at 8:30PM.

Third Party Vendors—
Zumba classes will begin July 7th.
Group Fitness Trainer – Leigh Gough, will be leading an Infusion, Fitness, and Nutrition class starting Friday, July 16th. It will be held on Fridays from 6:30PM – 8:15PM. I have sent over The District agreement contract and COI example. I am waiting to receive these two documents to start advertising.
Fall Soccer – We will start advertising for fall soccer on July 1st. Games will be every Saturday starting Saturday, September 25th – Saturday, November 13th from 8:30AM – 2:30PM. $105 per athlete.

Third Party Vendors – Board Action Required
Fall Basketball - Amenity Athletics Fall Basketball League 3 V 3 Half Court
6 weeks
Co-ed 8 to 10 years old and Co-ed 11-13 years old
Registration Opens/Closes: July 1 – July 31
Season Starts: September 2nd
Season Ends: October 7th
Times: 4:00pm – 7:30pm on Thursdays
Practices: On your own home courts.
Location: 2/3 Games at Bartram. Other location undecided. Most likely Julington Creek Plantation.
Could Heritage courts be used as a backup for 2/3 games?
Heritage had the most number of residents registered last season out of 13 communities with 29 out of 132 kids registered.
$95.00 per child.

Florida Race Day Triathlon Set for Sunday, June 27— 8AM – 11:30PM
The kids triathlon was a success and the weather was perfect. Everyone had a great time with positive attitudes. Residents were happy that we held an event and are looking forward to more in the future. The race was sold out with 100 participants! We had an estimate of 300 attendees.

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

Tab 8

Heritage Landing
Field Operations Manager Report

Date of report: 6/28/2021	Submitted by: Lourens Erasmus Field Operations and Maintenance Items:
Crown Pools has instructed Wet engineering to start the engineering phase of the new filtration systems on the two pools.
FPL installed all the new street lights, all are working and on except the one at the amenity center entrance. It was connected to a hand hole that has no power, they are working on a solution to get that light working.
BrightView repaired another main line this month.
Due to the frequent afternoon showers a lot of time is spent on cleaning the pool deck and the pools to be used.
General maintenance around the facility continues.

Charles Aquatics:

Algae and spatterdock was removed manually with a large air boat.

Soccer field:

The aeration was done and the sand top dressing put down.

Berm:

I and Billy met with the resident and we noticed more than just the weeds growing up on to the fence. Over the years the berm has been eroding and shifting towards the resident’s property. We need to get the engineer involved to design a proper solution for this berm.

General Maintenance:

Slats on the lounge chairs are breaking, replacement parts are on order.
The steel cables on the trash cans are being cut off, we are making replacement ones for it.
A hole was made in one of our columns, we covered it up and will be painted to color match.
Vacuum pumps are constantly pulled apart and cleaned due to all the storm debris and hair.
The back gate is constantly being serviced due to heavy use.
New batteries were installed into our bower back up unit for the cameras.

Tab 9

June 16, 2021

Mr. Laurens Erasmus Heritage Landing
370 Heritage Landing Parkway St Augustine, FL 32092
lerasmus@vestapropertyservices.com

Re:	Heritage landing Entrance Tower Condition Report St. Augustine, FL

Dear Mr. Erasmus:

We appreciate this opportunity to present a proposal to provide engineering services for the above- referenced project.

DESCRIPTION OF PROJECT

We understand that the project is for the structural observation of the entrance tower at Heritage Landing. You called asking for an existing condition report for the existing tower.

SCOPE OF WORK

The scope of work is to provide structural engineering services for the preparation of the report documenting the findings of our study and providing our recommendation. Our report will be based on one site visit. During the site visit we will examine components of the slide tower, which are accessible without demolition. Our report we will identify any signs of structural distress or deterioration observed during our site visit. If repair plans are required, these will be provided as an additional service.

SERVICES NOT INCLUDED IN BASIC FEE

The following items are not included in the basic services outlined herein: any activities beyond document preparation and construction phase services outlined above; project representation and construction observation on a full-time basis, or to any greater degree than that described herein; work by other architectural and engineering disciplines other than listed above; changes to the project design at the direction of the owner if the direction for such change requires revision to prior approved design; threshold or special inspections; pre-engineered product design such as prefabricated metal buildings, wood trusses and steel joists; site structures; design of temporary or permanent shoring or tie-back systems; lightgage metal design; curtain wall systems or their connections to structure; tilt-up concrete wall design / embed drawings unless specifically included in scope of work herein; fire protection drawings other than outlined herein; commissioning services unless specifically included in the scope of work herein; design effort for emergency generators or chilled water plants unless specifically included in the scope of work herein; design services and documentation required for LEED certification; alternate designs; as-built documentation; Revit modeling beyond LOD 300 (as defined by BIMForum) for structural modeling and beyond LOD 200 for other discipline modeling; delivery of construction document CAD or Revit files, except for the design teams sole use; reproduction of bid documents, electronically submitted

Structural | Mechanical | Electrical | Plumbing
Fire Protection | BIM (BIM-FM) | Technology | Commissioning | LEED
ATLANTA, GA ∙ CHARLOTTE, NC ∙ JACKSONVILLE, FL ∙ RALEIGH, NC ∙ WWW.MCVEIGHMANGUM.COM

Heritage landing Entrance Tower Condition Report
Heritage Landing June 16, 2021

shop drawings, permit documents, or multiple review sets; design updates necessary to accommodate building code revisions which would be unreasonable to expect to anticipate at the onset of design; or rational analysis, special inspection and commissioning of smoke evacuation systems.

FEE

Compensation for our services as outlined above shall be a lump sum fee as follows: Structural Report	$2,000
Site visits, in addition to the number stated in the scope of work outlined above, and any additional services outside the scope of work outlined above shall be charged on the basis of our standard hourly rates in effect at the time the additional services are performed. The standard hourly rates are currently as follows:

Principal	$230.00	
Department Manager	$190.00	
Senior Engineer	$165.00	
Lead Engineer/Sr. Designer	$145.00	
Engineer/Designer	$135.00	
Jr. Engineer/Designer	$115.00	
BIM/CADD Operator	$100.00	
Administrative	$ 75.00	

Invoicing for services will be monthly. The proposed financial arrangements are on the basis of prompt payment of invoices within 60 days and the orderly and continuous progress of the project. If basic services have not been completed within 24 months of the date of this proposal, through no fault of McVeigh and Mangum Engineering, Inc., the engineering fee shall be equitably adjusted.

REIMBURSEMENT EXPENSES

Direct expenses incurred by the engineer due to travel more than 25 miles from our office, express mail charges, and bulk reproductions shall be considered reimbursable expenses and invoiced on the basis of actual cost plus ten percent (10%).

CIVIL ENGINEERING DRAWINGS

Delivery of signed and sealed permit documents prepared by our firm is contingent upon receipt of civil engineering plans indicating site grading and sizes/locations of all site utilities. If the architect or owner requires our engineering plans to be permitted prior to receipt of all necessary civil engineering information and subsequent revisions to our plans are required, then these changes will be considered additional services and shall be billed in accordance with the rate schedule above.

CONSTRUCTION OBSERVATION

Since exhaustive or continuous project review and observation services are outside our scope of services, we do not guarantee the performance of, and have no responsibility for, the acts or omissions of any contractor, subcontractor, supplier or any other entity furnishing materials or performing any work on the project.

TERMS AND CONDITIONS

Heritage landing Entrance Tower Condition Report
Heritage Landing June 16, 2021

PURSUANT TO SECTION 558.0035 FLORIDA STATUTES, THE CONSULTANT’S CORPORATION IS THE RESPONSIBLE PARTY FOR THE PROFESSIONAL SERVICES IT AGREES TO PROVIDE UNDER THIS AGREEMENT. NO INDIVIDUAL PROFESSIONAL EMPLOYEE, AGENT, DIRECTOR, OFFICER OR PRINCIPAL MAY BE INDIVIDUALLY LIABLE FOR NEGLIGENCE ARISING OUT OF THIS CONTRACT

The terms and conditions of Exhibit A shall be part of this letter agreement.

This proposal will remain open for acceptance for a period of six (6) months from the above date. If the information herein meets with your approval, please sign where indicated below and return a copy of this letter as our authorization to proceed. Notwithstanding the foregoing sentence, if you or members of your firm engage our firm in engineering design services for the referenced project, either verbally or by actions, which imply acceptance of this proposal such as providing us drawings, requesting engineering information, etc., without returning a signed copy of this proposal, acceptance of all conditions of this proposal will be implied.

Sincerely,

Timothy Moore, P.E., LEED AP

________________________

For: McVeigh and Mangum Engineering, Inc. Accepted this	day of	, 2021.
By:   	
For: Heritage Landing

Heritage landing Entrance Tower Condition Report
Heritage Landing June 16, 2021

Exhibit A
Terms and Conditions
McVeigh & Mangum Engineering, Inc. (Design Professional) shall perform the services outlined in this letter agreement for the stated fee arrangement.
Billings/Payments
Invoices will be submitted monthly for services and reimbursable expenses and are due when rendered. Invoice shall be considered PAST DUE if not paid within 30 days after the invoice date and Design Professional may, without waiving any claim or right against Client, and without liability whatsoever to the Client, terminate the performance of the service. Retainers shall be credited on the final invoice. Accounts unpaid 30 days after the invoice date may be subject to a monthly service charge of 1.5% (or the legal rate) on the unpaid balance. In the event any portion of an account remains unpaid 90 days after billing, the Client shall pay all cost of collection, including reasonable attorneys' fees. In any event, Design Professional is not obligated to provide signed and sealed design documents until payment for its construction document services is received.
Access to Site
Unless otherwise stated, Design Professional will have access to the site for activities necessary for the performance of the service
Hidden Conditions and Hazardous Materials
A condition is hidden if concealed by existing finishes or if it cannot be investigated by reasonable visual observation. If Design Professional has reason to believe that such a condition may exist, Design Professional shall notify the Client who shall authorize and pay for all costs associated with the investigation of such a condition and, if necessary, all costs necessary to correct said condition. If (1) the Client fails to authorize such investigation or correction after due notification, or (2) Design Professional has no reason to believe that such a condition exists, the Client is responsible for all risks associated with this condition, and Design Professional shall not be responsible for the existing condition nor any resulting damages to persons or property. Design Professional shall have no responsibility for the discovery, presence, handling, removal, disposal or exposure of persons to hazardous materials of any form.
Indemnifications
The Client shall, to the fullest extent permitted by law, indemnify and hold harmless Design Professional, its officers, directors, employees, agents and subconsultants from and against all damage, liability and cost, including reasonable attorney's fees and defense costs, arising out of or in any way connected with the performance of the service under this Agreement, excepting only those damages, liabilities or costs attributable to the sole negligence or willful misconduct of Design Professional. This indemnification shall include any claim, damage or losses due to the presence of hazardous materials.
Risk Allocation
In recognition of the relative risks, rewards and benefits of the project to both the Client and Design Professional, the risks have been allocated so that the Client agrees that, to the fullest extent permitted by law, Design Professional's total liability to the Client, for any and all injuries, claims, losses, expenses, damages or claim expenses arising out of this agreement, from any cause or causes shall not exceed the total amount of $50,000, the amount of Design Professional's fee (whichever is greater) or other amount agreed upon when added to the letter agreement. Such causes include, but are not limited to, Design Professional's negligence, errors, omissions, strict liability, breach of contract or breach of warranty.
Information for the Sole Use and Benefit of the Client
All opinions and conclusions of Design Professional, whether written or oral, and any plans, specifications or other documents and services provided by Design Professional are for the sole use and benefit of the Client and are not to be provided to any other person or entity without the prior written consent of Design Professional. Nothing contained in this Agreement shall create a contractual relationship with or a cause of action in favor of any third party against either Design Professional or the Client.
Ownership of Documents

Heritage landing Entrance Tower Condition Report
Heritage Landing June 16, 2021

All documents produced by Design Professional under this Agreement are the instruments of Design Professional's professional service and shall remain the property of Design Professional and may not be used by the Client for any other purpose without the prior written consent of Design Professional.
Termination of Services
This agreement may be terminated upon 10 days written notice by either party should the other fail to perform his obligations hereunder. In the event of termination, the Client shall pay Design Professional for all services rendered to the date of termination, all reimbursable expenses, and reasonable termination expenses.
Certificate of Merit
Prior to filing any claim, complaint or action against the Design Professionals, the Client must secure the written opinion of a licensed Design Professional experienced in the design of similar projects identifying all alleged errors and omissions, and the Client must provide the written opinion to the Design Professionals and allow sixty days for a reply. The Design Professionals are deemed to be intended third party beneficiaries of this provision.
Dispute Resolution
This agreement shall be governed by the laws of the principal place of business of Design Professional. Any claim, dispute or other matter in question arising out of or related to this Agreement shall be subject to mediation as a condition precedent to litigation. The parties shall share the mediator’s fee equally. The mediation shall be held in the place where the Design Professional is located, unless another location is mutually agreed upon. Agreements reached in mediation shall be enforceable as settlement agreements in any court having jurisdiction thereof. Claims, disputes, and other matters that are not resolved by mediation shall be brought exclusively in the state or federal courts located in the county of the principal place of business of Design Professional. In no event shall the demand for mediation be made after the date when institution of legal or equitable proceedings based on such claim, dispute or other matter in question would be barred by the applicable statute of limitations.
Consequential Damages
The Client and Design Professional mutually agree to waive all claims for indirect, incidental, special and consequential damages arising from or related to the services described herein.
Severability and Survival
If any of the provisions contained in this Agreement are held illegal, invalid or unenforceable, the enforceability of the remaining provisions shall not be impaired thereby. Limitations of liability and indemnities shall survive termination of this Agreement for any cause.
No Third-Party Beneficiaries
This Agreement gives no rights or benefits to anyone other than the Client and Design Professional and has no third-party beneficiaries. Design Professional services are defined solely by this Agreement and not by other contract or agreement which may be associated with the Project.

Standard of Care
Professional Services provided by the Design Professional will be conducted in a manner consistent with that level of care ordinarily and normally exercised by licensed architects and engineers practicing in the state of the project. The Client and Design Professional agree that a contingency in the amount of two percent (2%) of the cost of the work be established, as required, for changes that may be required because of possible omissions, ambiguities, or inconsistencies in plans and specifications.

Tab 10

 	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: June 9, 2021	Biologist: Jim Charles, Bill Fuller Shayne Wilford, Mike Liddell

Client: Heritage Landing CDD

Waterways: Thirteen Ponds

Comments: Mostly sunny, 75 F and calm.

Note: This is the first report for June.

Pond 1: Pond was in good condition. Pond level is normal. Spatterdock is currently under control.

Pond 2: Pond was in improving condition. Pond level is normal. Fountains running. Torpedo grass and pennywort treatment last month was effective.

Pond 3: Pond was in improving condition. Water level is normal. Torpedo grass and pennywort treatment last month had good results as indicated by the torpedo grass dead and decaying.

Pond 4: Pond is in fair condition. Water level is normal. Both fountains running normally. We performed a physical removal of the algae and bacopa with our mechanical weed rake on June 9th. The major benefits of weed raking are the results are immediate and by removing the excessive bioburden from the pond, this reduces the amount of available nutrients in the pond which are the primary cause of algae blooms. Pond looks much better after raking.

Pond 5: Pond was in good condition. Pond level is normal. Good spatterdock treatment last month.

Pond 6: Pond was in fair condition. Water level is normal. Treated pond for torpedo grass and spike rush on the 9th.

Pond 7: Pond is in gradually improving condition. Pond level is normal. Treated pond for spatterdock and algae on the 9th.

Pond 8: Pond was in good condition. Fountain running normally. Water level is normal. Perimeter treatment last month for torpedo grass had good results.

Note red substance accumulating in corner. We took a sample and will have it tested to see if we can identify what it is.

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

Pond 10: Pond was in good condition. Water level is normal. Treated perimeter for torpedo grass and pennywort by airboat on the 9th.

Pond 11: Pond was in good condition. Pond level is normal.

Pond 12: Pond was in much improved condition this month. Pond level is normal. No algae noted this month. Perimeter torpedo grass is dead and decaying.

Pond 13: Pond was in fair condition. Pond level is normal. Treated pond for naiad and algae again on the 9th. We should see significant improvement soon.

Last months’ perimeter treatment had good results.

Jim Charles

Tab 11

 	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: June 22, 2021	Fountain Techs: Jeff Jackson Tom Hair
Client: Heritage Landing CDD
Contact: Melissa Dobbins, Jacqui Naumann, Lourens Erasmus
Waterways: Fifteen Ponds

General Information: Quarterly maintenance service has been performed on all 5 fountains in Ponds 2, 4 and 8. We cleaned the floats, intake screens, nozzles and the lights. Fountain lights were checked for blown bulbs. The timers, voltage, amperage, and mooring lines were checked on all fountains. Listed below is a pond by pond description of additional work if any and pictures. We replaced the halogen bulbs on Pond 2 Fountain and Pond 8 Fountain with LED bulbs. Hopefully these will last longer.

Pond 2 Fountain 1:

Pond 2 Fountain 2:

Pond 4 Fountain 1:

Pond 4 Fountain 2:

Pond 8 Fountain:

Total Additional Materials: 0

Please contact Charles Aquatics with any questions or comments.

District Manager

AUDIENCE COMMENTS AND SUPERVISORS REQEUST

ADJOURNMENT