Heritage Landing Community Development District

Board of Supervisors’ Meeting
January 13, 2022

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	Kutak Rock, LLP	
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

January 6, 2022

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, January 13, 2022 at 1:00 p.m. at the Heritage Landing Amenity Center, located at 370 Heritage Landing Parkway, St. Augustine, Florida 32092. The following is the agenda for this meeting.
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 December 9, 2021	Tab 1
ii.) Ratification of the Operation and Maintenance Expenditures for November 2021	Tab 2
Consideration of LLS, Tax Solutions, Arbitrage Services Proposal	Tab 3
STAFF REPORTS PART A
District Engineer
1.) Consideration of Proposal for Stormwater Analysis Report	Tab 4
2.) Review of Proposal for Weir Repairs	Tab 5
Landscape and Maintenance
1.) BrightView Landscape Report, January 5, 2022	Tab 6
2.) Consideration of BrightView Proposal for Drainage at
Basketball Courts	Tab 7
3.) Consideration of BrightView Proposal for Repair to Median from
Vehicle Damage	Tab 8
Security Update
1.) Platinum Group Security Report, January 2022	Tab 9
2.) Consideration of Platinum Group Security Agreement Addendum #1,
Rate Increase	Tab 10
BUSINESS ITEMS
Update on Crown Pools Pool Filter Repairs
Discussion Regarding Suspension of Amenity Privileges
STAFF REPORTS PART B
District Counsel
Amenity Center and Field Maintenance
1.) Amenity Manager Report, January 13, 2022	Tab 11
i.) Consideration of Proposal for Lifestyles Events	Tab 12
ii.) Consideration of Proposal for Vesta Lifestyle Services,
À La Carte	Tab 13
2.) Field Service Maintenance Report, January 4, 2022	Tab 14

3.) Charles Aquatics Fountain Report, December 14, 2021 & Pond Report, December 28, 2021	Tab 15
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
December 9, 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, December 9, 2021 at 1:00 p.m. at the Heritage Landing Amenity Center, located at
370 Heritage Landing Parkway, St. Augustine, Florida 32092. The following is the agenda for
this meeting.
14
15	Present and constituting a quorum:
16
Michael Taylor	Board Supervisor, Chairman
Alan Fernandez	Board Supervisor, Vice Chairman
Robert Och	Board Supervisor, Assistant Secretary
Achara Tarfa	Board Supervisor, Assistant Secretary
(joined meeting in progress)
Kevin Austin	Board Supervisor, Assistant Secretary
23
24	Also present were:
25
Melissa Dobbins	Regional District Manager, Rizzetta & Company, Inc.
Wes Haber	District Counsel, Hopping Green & Sams, P.A.
(via speakerphone)
Scott Lockwood	District Engineer, England-Thims and Miller
(via speakerphone)
Jay King	VP District Services Division, Vesta Property Services
Roy Deary	Representative, Vesta Property Services
Sarah Johnson	Facility Manager, Vesta Property Services
Lourens Erasmus	Field Operations Manager, Vesta Property Services
Billy Buerki	Representative, BrightView Landscaping
Erick Lallemand, Sr.	Account Manager, Platinum Group Security
37
38	Public via teleconference
39
40
41
42 FIRST ORDER OF BUSINESS	Call to Order
43
44 Mr. Taylor called the meeting to order at 1:00 p.m. and read the roll call.
45
46
47
48
49
50

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
December 9, 2021 Minutes of Meeting
Page 2

51
52 SECOND ORDER OF BUSINESS	Public Comments
53
54 No public comments on agenda items.
55
56 THIRD ORDER OF BUSINESS	Consent Items
57
1.) Consideration of the Board of Supervisors’ Regular
Meeting Minutes held on November 11, 2021
2.) Ratification of the Operation and Maintenance Expenditures
for October 2021

On a motion by Mr. Fernandez, seconded by Mr. Taylor, with all in favor, the Board approved the Regular Meeting Minutes held on November 11, 2021 and the Operation and Maintenance Expenditures for October 2021 in the amount of $88,993.38 for Heritage Landing Community Development District.

62

63
64 FOURTH ORDER OF BUSINESS	Staff Reports – PART A
65
A.	District Engineer
Mr. Lockwood updated the Board that he is still working on a proposal to present to
the Board for the required stormwater analysis. Ms. Dobbins noted that there was
more information on this new legislative requirement by Mr. Haber under Tab 8 of
the agenda
71
72 Ms. Tarfa joined meeting in progress.
73
74	B.	Landscape and Maintenance
75	1.)	BrightView Landscape Report, December 1, 2021	
76	2.)	Consideration of Proposal for Shrub Replacement at Roundabout (Under	
77		Separate Cover)	
78	3.)	Consideration of Proposal for Preserve Tree Removal at Silver Glen (Under	
79		Separate Cover)	
80			
Mr. Buerki updated the Board that the annuals will be removed December 20th and
installed on December 23rd.
83
Mr. Buerki reviewed a proposal to seed the berm at River City that was just
repaired for erosion. After discussions the Board felt it was best and most cost
effective for Bahia sod to be installed instead of seed.

On a motion by Mr. Austin, seconded by Mr. Fernandez, with all in favor, the Board approved sod to be installed for a not to exceed amount of $750.00 for Heritage Landing Community Development District.

87

88
89
90
91
92

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
December 9, 2021 Minutes of Meeting
Page 3

93
94	Mr. Buerki reviewed a tree removal proposal.

On a motion by Mr. Taylor, seconded by Mr. Och, with all in favor, the Board approved BrightView tree removal proposal in the amount of $995.00 for Heritage Landing Community Development District.

95

96
Mr. Buerki reviewed a proposal to replace plant material at the roundabout.
Discussions ensued.
99
On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board directed BrightView to remove dead plant material and replace with sod for not to exceed amount of
$2,000.00 for Heritage Landing Community Development District.
100
C.	Security Update
1.)	Platinum Group Security Report, December 2021
Mr. Lallemand, Sr. reviewed procedure on guard reports and how they review
current matters and social media concerns to then update the Board.

Mr. King also updated the Board that Vesta will be installing QR codes throughout
their Districts to help survey residents and get feedback from the community.

The Board moved to agenda item 6B(2) since Harold Hardy was in person to present the
agenda item.

FIFTH ORDER OF BUSINESS	Staff Reports – PART B

B.	Amenity Center and Field Maintenance
1.) Amenity Manager Report, December 2, 2021
i.) Items for Consideration
2.) Harold Hardy Pro Tennis Coach

Mr. Hardy presented his request to the board to teach tennis lessons and
workshops. After discussion the Board authorized Mr. Hardy to try a free workshop
to then determine how many will enroll for the Board to then go over more details
at a future meeting.

SIXTH ORDER OF BUSINESS	Consideration of Additional Maintenance
Hours Proposal

Mr. King stated that its best to table this proposal until the Board can review the scope for the
RFP that may incorporate these additional services.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
December 9, 2021 Minutes of Meeting
Page 4

SEVENTH ORDER OF BUSINESS	Consideration of Resolution 2022-01,
Updates to Prompt Payment Policy

On a motion by Mr. Taylor, seconded by Mr. Och, with all in favor, the Board adopted Resolution 2022-01, Prompt Payment Policy for Heritage Landing Community Development District.

EIGHTH ORDER OF BUSINESS	Consideration of Proposals for Termite
Treatment

The Board reviewed four (4) proposals. Discussions ensued.

On a motion by Mr. Fernandez, seconded by Mr. Taylor, with all in favor, the Board approved Turner Pest Control for termite services in the amount of $3,351.00 for initial treatment and then $575.00 for a renewal fee until November 2031 for Heritage Landing Community Development District.

NINTH ORDER OF BUSINESS	Staff Reports- PART B

A.	District Counsel
1.) Memorandum Regarding Wastewater and Stormwater Needs Analysis

B.	Amenity Center and Field Maintenance
1.) Amenity Manager Report, December 2, 2021
i.) Items for Consideration
1.) Pacetti Bay Middle School Tennis Team
3.) Amenity Athletics Spring Soccer and Basketball
4.) Consideration of Hammerhead Swim Team Proposal

2.)	Field Maintenance Report, November 30, 2021
3.)	Charles Aquatics Pond Report, November 29, 2021

The Board authorized to have Pecetti Bay Middle School use the tennis facilities
for one year at no additional charge. Non-residents will sign waivers. Final
enrollment will be known after registration in January 2022.

Ms. Johnson reviewed athletics programs coming up for Soccer and Basketball.

The Board was comfortable proceeding with these programs.

Ms. Johnson reviewed the Hammerhead presentation for the 2022 season. Mr.
Taylor noted that two dates, April 18th and May 21st overlap with another program
and a holiday which needs to be looked at. The Board had no other issues with
proceeding with the season as noted.

Ms. Johnson presented Spring Fling event plans. The Board directed staff to
proceed.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
December 9, 2021 Minutes of Meeting
Page 5

Mr. Erasmus noted that Atkins next step is to paint and will start that process next
week. Mr. Taylor noted that they will review bolts after sandblasting which were not
initially on plans to be replaced to see if they also need to be repaired.

Lastly Mr. Erasmus updated the Board that Crown Pools is requesting 50%
payment up front for supplies and in the agreement they are noting dates that
would have them start no later than January 15, 2022 and finish no later than
185	March 1, 2022.
186
C.	District Manager
Ms. Dobbins presented report and noted that the District was under budget
$85,488.00 at the end of Fiscal Year 2021. After discussions, the Board approved
holding a workshop on Thursday, January 20, 2022 at 1:00 p.m., to discuss RFP
scope for landscaping and amenity services.

TENTH ORDER OF BUSINESS	Request Supervisors and Audience
Comments

Mr. Och requested for the Board to still consider maintenance hours in the future.

Mr. Austin agreed with Mr. Och that additional hours are needed.

No audience comments.

ELEVENTH ORDER OF BUSINESS	Adjournment

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board adjourned the meeting at 3:14 p.m. for Heritage Landing Community Development District.

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
December 9, 2021 Minutes of Meeting
Page 6

239   		 	
240 Secretary/Assistant Secretary	Chairman/Vice Chairman
241
242
243
244
245
246
247
248
249

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 November 2021
Presented For Board Approval

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

The total items being presented: $85,421.54

Approval of Expenditures:

 	 Chairperson

 	 Vice Chairperson

 	 Assistant Secretary

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

Vendor Name		Check Number	Invoice Number		Invoice Description		Invoice Amount	
Alan Fernandez	008192	AF111121	Board of Supervisors Meeting 11/11/21	$	200.00	
Amy Largent	008205	111221	Deposit Refund 11/21	$	25.00	
BrightView Landscape Services, Inc.	008186	7549677	Tree Work 09/21	$	840.00	
BrightView Landscape Services, Inc.	008203	7608442	Landscape Maintenance 11/21	$	16,249.00	
BrightView Landscape Services, Inc.	008186	7616168	Tree Cut Down 10/21	$	560.00	
BrightView Landscape Services, Inc.	008203	7625000	Irrigation Wire Repair 10/21	$	1,276.92	
Charles Aquatics, Inc.	008193	43690	Stocked Grass Carp 10/21	$	3,955.00	
Charles Aquatics, Inc.	008193	43780	Monthly Aquatic Services - 13 Ponds 11/21	$	975.00	
Coastal Carolina Supply, Inc	008204	16193	Pool Lounge Refurbishes - remaining	$	4,839.75	

Comcast	
2021111621-1	
8495 74 140 0429787	balance
370 Heritage Landing Parkway 11/21	
$	398.25	

Commercial Fitness Products, Inc.	
008187	11/21
B010141	
Preventative Maintenance 10/21	
$	225.00	
Department of Economic Opportunity	008188	84872	Special District Fee FY 21/22	$	175.00	
Florida Department of Revenue	008181	658015563124-2	Sales and Use Tax 09/21	$	87.27	
		Sales and Use Tax			

Heritage Landing Community Development District

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

Vendor Name		
Check Number Invoice Number		
Invoice Description		
Invoice Amount	
Florida Power & Light Company	2021111621-2	87098-35048 10/21	County Rd 13 N 10/21	$	3,920.27	
Florida Power & Light Company	2021111621-2	FPL Summary 10/21	Electric Summary 10/21	$	3,787.38	
Hopping Green & Sams	008189	125603	General/Monthly Legal Services 08/21	$	1,440.63	
Hopping Green & Sams	008194	125771	Legal Services 09/21	$	1,526.98	
Kevin Lee Austin	008195	KA111121	Board of Supervisors Meeting 11/11/21	$	200.00	
Leslie Achara McNair-Tarfa	008191	AT111121	Board of Supervisors Meeting 11/11/21	$	200.00	
M&G Holiday Lighting	008182	1972-2	Holiday Lights Install 2nd half of deposit	$	2,332.38	
			11/21			
Michael C. Taylor	008199	MT111121	Board of Supervisors Meeting 11/11/21	$	200.00	
NEWAGETUTORS LLC dba.	008202	3240	Website ADA Compliance 11/21	$	250.00	
VGlobaltech						
P.G Security Inc. dba Platinum Group	008197	71364	Security Guard Services 10/21	$	4,381.65	
Security						
Poolsure	008183	131295603140	Monthly Pool Maint & Chemicals 11/21	$	1,904.96	
Rizzetta & Company, Inc.	008184	INV0000062545	District Management Fees 11/21	$	5,800.00	
Rizzetta Technology Services, LLC	008185	INV0000008174	Website Hosting Services 11/21	$	100.00	

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

Vendor Name		Check Number	Invoice Number		Invoice Description		Invoice Amount	
Robert Och	008196	RO111121	Board of Supervisors Meeting 11/11/21	$	200.00	
Ross Security Systems dba Synergy	008190	353921	Access Gate Repair 10/21	$	465.00	
Florida
The St. Augustine Record Dept 1261	
008198	
0003385132-01 10/21	
Acct #15635 Legal Advertising 10/21	
$	85.27	
Turner Pest Control, LLC	008200	7931780	Monthly Pest Control Service 10/21	$	110.25	
Vesta Property Services, Inc.	008206	391042	Camp Heritage Fees 2nd Half 11/21	$	13,734.90	
Vesta Property Services, Inc.	008201	391043	Camp Heritage Fees 1st Half 11/21	$	13,734.90	
Vesta Property Services, Inc.	008201	391544	Pumpkin Carving/Scavenger Hunt Event	$	269.29	

Vesta Property Services, Inc.	
008201	
391944	10/21
Misc Reimbursements 10/21	
$	764.53	
Waste Management, Inc of Florida	2021111621-3	0008986-4032-1	Waste Disposal Services 11/21	$	206.96	

Report Total	

$	85,421.54	

Tab 3

 
Tax - Exempt Bond Services

LLS Tax Solutions Inc. 2172 W. Nine Mile Rd. #352
Pensacola, FL 32534
Telephone: 850-754-0311 Email: liscott@llstax.com

November 8, 2021

Heritage Landing Community Development District c/o Rizzetta & Company, Inc.
3434 Colwell Avenue, Suite 200
Tampa, Florida 33614

Thank you for choosing LLS Tax Solutions Inc. (“LLS Tax”) to provide arbitrage services to Heritage Landing Community Development District (“Client”) for the following bond issue. This Engagement Letter describes the scope of the LLS Tax services, the respective responsibilities of LLS Tax and Client relating to this engagement and the fees LLS Tax expects to charge.

$14,435,000 Heritage Landing Community Development District (St. Johns County, Florida) Special Assessment Refunding Bonds, Series 2015

SCOPE OF SERVICES

The procedures that we will perform are as follows:

Assist in calculation of the bond yield, unless previously computed and provided to us.

Assist in determination of the amount, if any, of required rebate to the federal government.

Issuance of a report presenting the cumulative results since the issue date of the issue of bonds.

Preparation of necessary reports and Internal Revenue Service (“IRS”) forms to accompany any required payment to the federal government.

As a part of our engagement, we will read certain documents associated with each issue of bonds for which services are being rendered. We will determine gross proceeds of each issue of bonds based on the information provided in such bond documents. You will have sole responsibility for determining any other amounts not discussed in those documents that may constitute gross proceeds of each series of bonds for the purposes of the arbitrage requirements.

TAX POSITIONS AND REPORTABLE TRANSACTIONS

Because the tax law is not always clear, we will use our professional judgment in resolving questions affecting the arbitrage calculations. Unless you instruct us otherwise, we will take the reporting position most favorable to you whenever reasonable. Any of your bond issues may be selected for

review by the IRS, which may not agree with our positions. Any proposed adjustments are subject to certain rights of appeal. Because of the lack of clarity in the law, we cannot provide assurances that the positions asserted by the IRS may not ultimately be sustained, which could result in the assessment of potential penalties. You have the ultimate responsibility for your compliance with the arbitrage laws; therefore, you should review the calculations carefully.

The IRS and some states have promulgated “tax shelter” rules that require taxpayers to disclose their participation in “reportable transactions” by attaching a disclosure form to their federal and/or state income tax returns and, when necessary, by filing a copy with the Internal Revenue Service and/or the applicable state agency. These rules impose significant requirements to disclose transactions and such disclosures may encompass many transactions entered into in the normal course of business. Failure to make such disclosures will result in substantial penalties. In addition, an excise tax is imposed on exempt organizations (including state and local governments) that are a party to prohibited tax shelter transactions (which are defined using the reportable transaction rules). Client is responsible for ensuring that it has properly disclosed all “reportable transactions” and, where applicable, complied with the excise tax provision. The LLS Tax services that are the subject of this Engagement Letter do not include any undertaking by LLS Tax to identify any reportable transactions that have not been the subject of a prior consultation between LLS Tax and Client. Such services, if desired by Client, will be the subject of a separate engagement letter. LLS Tax may also be required to report to the IRS or certain state tax authorities certain tax services or transactions as well as Client’s participation therein. The determination of whether, when and to what extent LLS Tax complies with its federal or state “tax shelter” reporting requirements will be made exclusively by LLS Tax. LLS Tax will not be liable for any penalties resulting from Client’s failure to accurately and timely file any required disclosure or pay any related excise tax nor will LLS Tax be held responsible for any consequences of its own compliance with its reporting obligations. Please note that any disclosure required by or made pursuant to the tax shelter rules is separate and distinct from any other disclosure that Client might be required to or choose to make with its tax returns (e.g., disclosure on federal Form 8275 or similar state disclosure).

PROFESSIONAL FEES AND EXPENSES

Our professional fees for the services listed above for the three annual bond years ending March 25, 2023, March 25, 2024, and March 25, 2025, is $1,500, which is $500 each year. We will bill you upon completion of our services. Our invoices are payable upon receipt. Additionally, you may request additional consulting services from us upon occasion; we will bill you for these consulting services at a beforehand agreed upon rate.

Unanticipated factors that could increase our fees beyond the estimate given above include the following (without limitation). Should any of these factors arise we will alert you before additional fees are incurred.

Investment data provided by you is not in good order or is unusually voluminous.

Proceeds of bonds have been commingled with amounts not considered gross proceeds of the bonds (if that circumstance has not previously been communicated to us).

A review or other inquiry by the IRS with respect to an issue of bonds.

The Client (District) has the option to terminate this Agreement within ninety days of providing notice to LLS Tax Solutions Inc. of its intent.

ACCEPTANCE

You understand that the arbitrage services, report and IRS forms described above are solely to assist you in meeting your requirements for federal income tax compliance purposes. This Engagement Letter constitutes the entire agreement between Client and LLS Tax with respect to this engagement, supersedes all other oral and written representations, understandings or agreements relating to this engagement, and may not be amended except by the mutual written agreement of the Client and LLS Tax.

Please indicate your acceptance of this agreement by signing in the space provided below and returning a copy of this Engagement Letter to us. Thank you again for this opportunity to work with you.

Very truly yours,	AGREED AND ACCEPTED:
LLS Tax Solutions Inc.	Heritage Landing Community Development District

By:   	
By:    Linda L. Scott		Print Name   	
Linda L. Scott, CPA	Title	 Date:   	

STAFF REPORTS
PART A

District Engineer

Tab 4

December 22, 2021
WORK AUTHORIZATION NO. 5
HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT CONTINUING SERVICES

Scope of Work for the following:

State Mandated – Storm Water Need Analysis (20 years)	ETM No. Job Number 03-009-06

England-Thims & Miller, Inc. shall prepare a 20-year stormwater needs analysis for the Sweetwater Creek CDD to be completed by June 30, 2022. It is our understanding that the stormwater needs analysis is a requirement of the passage of House Bill 53, Section 403.9302, Florida Statutes. Since this a new requirement and will require coordinating our efforts with the District Manager to provide the analysis, we are proposing to perform this work on an hourly basis with an estimated budget. We have attached a template with our comments showing the responsibilities of the District Engineer and the District Manager.

FEE	HOURLY
(BUDGET ESTIMATE: $10,000.00)
Not to Exceed without prior authorization

Expenses shall be invoiced in accordance with previously approved General Consulting Services Contract and District Policy. Sub-consultant fees shall be invoiced at cost plus 5%.

CDD Board / CO District Manager	
Heritage Landing Community Development District	December 22, 2021	
		Page 2 of 4	
Re:	State Mandated – Storm Water Need Analysis (20 years)		
ITEMS NOT INCLUDED

Waste Water Needs Analysis	24. ACOE Permitting
NPDES Permitting / Analysis	25. Signage Design / Permitting
MS4 Permitting Analysis	26. Unified Sign Plan Design / Compliance
Geotechnical Investigations	27. Community Development District Issues (CDD)
Soil Boring / Analysis	28. Homeowners Association issues
Groundwater Modeling / testing	29. NDPES permit compliance
Environmental Investigation	30. Life Safety /Code compliance
Wetland drawdown analysis	31. Project Wide code compliance
Wetland mitigation / Design / Permitting	32. OSHA or other safety issues
Irrigation or Irrigation supply design	33. Administrative Hearing
Electrical, Phone, Gas, Design / Permitting	34. Utility Locations / Analysis / Design / Soft digs
Lighting design / Street / Parking / etc.	35. Consumptive Use Permitting (CUP)
FEMA Floodplain / Model / Analysis / Permitting	36. Historical / Archeological Issues
Overhead Power line adjustments	37. Endangered species
Offsite drainage study	38. Traffic study
Hardscape/ Design / Permitting	39. Pool Grading and Drainage (by others)
Comprehensive plan	40. Application / Permit Fees
Fire Hydrant Testing	41.   Retaining wall or Structural design
ADA Compliance	42.   Separate clearing / grading permit
As-built Surveying	43. Streetscape Design (specialty paving)
Surveying (Topo, Bound., Route, Tree, Rw)	44. Offsite Entrance Road to Gate House (by BBX)
Const. Stakeout / Locates / Verification
Utility Locations / Analysis / Design / Soft digs

ENGLAND-THIMS & MILLER, INC. HOURLY FEE SCHEDULE - 2022
CEO/CSO……………………………………………………………………………………….	$375.00/Hr.	
President………………………………………………………………………………………	$330.00/Hr.	
Executive Vice President……………………………………………………………….	$320.00/Hr.	
Vice President ………………………………………………………………………………	$257.00/Hr.	
Senior Engineer/ Senior Project Manager…………………..………………..	$205.00/Hr.	
Project Manager ………………………………………………………………………….	$190.00/Hr.	
Director……………………………………………………………………….………………	$175.00/Hr.	
Engineer……………………………………………………………………………………….	$165.00/Hr.	
Assistant Project Manager ……………………………………………………………	$155.00/Hr.	
Senior Planner /Planning Manager……………………………………………….	$190.00/Hr.	
Planner…………………………………………………………………………………………	$155.00/Hr.	
CEI Project Manager……………………………………………………………………..	$175.00/Hr.	
CEI Senior Inspector…………………………..…………………………………………	$155.00/Hr.	
CEI Inspector …………………………………..…………………………………………..	$125.00/Hr.	
Senior Landscape Architect…………………………………………………………..	$175.00/Hr.	
Landscape Architect……………………………………………………………………..	$160.00/Hr.	
Senior Technician………………………………………………………………………….	$155.00/Hr.	
GIS Developer / Senior Analyst……………………………………………………..	$170.00/Hr.	
GIS Analyst …………………………………………………………………………………..	$140.00/Hr.	
Senior Engineering Designer / Senior LA Designer…………………..……	$160.00/Hr.	
Engineering Intern ……………………………………………………………………….	$140.00/Hr.	
Engineering/Landscape Designer…………………………………………………	$140.00/Hr.	
CADD/GIS Technician……………………………………………………………………	$125.00/Hr.	
Administrative Support…………………………………………………………………	$90.00/Hr.	

CDD Board / CO District Manager
Heritage Landing Community Development District

Re: State Mandated – Storm Water Need Analysis (20 years)	
December 22, 2021
Page 3 of 4	
GENERAL CONDITIONS		

PAYMENT TERMS - Payment is due upon receipt of our invoice. If payment is not received within thirty days from the invoice date, Client agrees to pay a finance charge on the principal amount of the past due account of one and one-half percent per month. If one and one-half percent per month exceeds the maximum allowed by law, the charge shall automatically be reduced to the maximum legally allowable.

In the event Client requests termination of the services prior to completion, the Client shall pay all outstanding invoices and all charges incurred between the issuance of the latest invoice through the date services are stopped plus any shutdown costs. If during the execution of the services, England, Thims & Miller, Inc. (ETM) is required to stop operations as a result of changes in the scope of services such as requests by the Client or requirements of third parties, additional charges will be applicable.

ETM will issue monthly invoices. For Lump Sum work, the invoice will reflect the percentage complete for each contract task item. For hourly services, the invoice will reflect the hours worked times the standard hourly billing rates as shown on Attachment A, (incorporated herein by reference). ETM’s standard hourly billing rates are reevaluated annually prior to the beginning of the calendar year and subject to an increase not to exceed five (5) percent per year.

INSURANCE – ETM maintains Workers' Compensation and Employer’s Liability Insurance in conformance with applicable state law. In addition, we maintain Comprehensive General Liability Insurance and Automobile Liability Insurance with bodily injury and property damage limits of $1,000,000. A certificate of insurance can be supplied evidencing such coverage which contains a clause providing that ten days written notice be given prior to cancellation.

Cost of the above coverage is included in our quoted fees. If additional coverage or increased limits of liability are required, ETM will endeavor to obtain the requested insurance and charge separately for costs associated with additional coverage or increased limits.

STANDARD OF CARE - The only warranty or guarantee made by ETM in connection with the services performed hereunder, is that we will use that degree of care and skill ordinarily exercised under similar conditions by reputable members of our profession practicing in the same or similar locality. No other warranty, expressed or implied, is made or intended by our proposal for consulting services or by our furnishing oral or written reports.

PERMITTING/ZONING - The Client is herein notified that several City, State and Federal environmental, zoning and regulatory permits may be required for this project. ETM will assist the Client in preparing these permits at the Client's direction. However, the Client acknowledges that it has the responsibility for submitting, obtaining and abiding by all required permits. Furthermore, the Client holds ETM harmless from any losses or liabilities resulting from such permitting or regulatory action.

LIMITATION OF LIABILITY - To the fullest extent permitted by law, and notwithstanding any other provision of this Agreement, the total liability, in the aggregate, of England, Thims & Miller, Inc. and its officers, directors, partners, employees, agents and subconsultants, and any of them, to the Client and anyone claiming by, through or under the Client, for any and all claims, losses, costs or damages of any nature whatsoever arising out of, resulting from or in any way related to the Project or the Agreement from any cause or causes, including but not limited to the negligence, professional errors or omissions, strict liability, breach of contract or warranty, express or implied, of ETM and its officers, directors, employees, agents or subconsultants, or any of them, shall not exceed the total compensation received by ETM under this Agreement, or the total amount of $50,000.00, whichever is less.

If Client prefers to have higher limits on professional liability, ETM agrees to increase the limits up to a maximum of $500,000 upon Clients written request at the time of accepting this proposal provided that the Client agrees to pay an additional charge as a result of such increase.

SEVERABILITY AND SURVIVAL - If any of the provisions contained in this AGREEMENT are held invalid, illegal, or unenforceable, such invalidity, illegality or unenforceability will not affect any other provision, and this AGREEMENT will be construed as if such invalid, illegal, or unenforceable provision had never been contained herein.

GOVERNING LAW - This agreement shall be governed in all respects by the laws of the State of Florida.

COST OPINIONS - Any cost opinions or Project economic evaluations provided by ETM will be on a basis of experience and judgment, but, since it has no control over market conditions or bidding procedures, ETM cannot warrant that bids, cost estimates, ultimate construction cost, or Project economics will not vary from these opinions.

SALES TAX - The purchaser of the services described herein shall pay any applicable state sales tax in the manner and in the amount as required by law.

OWNERSHIP OF DOCUMENTS - All documents, including, but not limited to drawings, specifications, reports, boring logs, field notes, laboratory test data, calculations and estimates, prepared by ETM as instruments of service pursuant to this Agreement, shall be the sole property of ETM. Client agrees that all documents of any nature furnished to Client or Client's agents or designees, if not paid for, will be returned upon demand and will not be used by Client for any purpose whatsoever. Client further agrees that under no circumstances shall any documents produced by ETM, pursuant to this Agreement be used at any location or for any project not expressly provided for in this Agreement without the written permission of ETM, and ETM will provide Client with copies of documents created in the performance of the work for a period not exceeding five years following submission of the final plans and specifications contemplated by this Agreement.

SAFETY - Should ETM provide periodic observations or monitoring services at the job site during construction, Client agrees that, in accordance with generally accepted construction practices, the contractor will be solely and completely responsible for working conditions on the job site, including safety of all persons and property during the performance of the work and compliance with OSHA regulations, and that these requirements will apply continuously and not be limited to normal working hours. Any monitoring of the contractor's procedures conducted by ETM is not intended to include review of the adequacy of the contractor's safety measures in, on, adjacent to, or near the construction site.

INDEMNIFICATION - In addition, and notwithstanding any other provisions of this Agreement, the Client agrees, to the fullest extent permitted by law, to indemnify and hold harmless ETM and its directors, employees, agents and subconsultants from and against all damage, liability or cost, including reasonable attorneys’ fees and defense costs, arising out of or in any way connected with this project or the performance by any of the parties above named of the services under this Agreement, excepting only those damages, liabilities or costs attributable to the sole negligence or willful misconduct of ETM
PURSUANT TO FLORIDA STATUTES SECTION 558.0035(2013), AN INDIVIDUAL EMPLOYEE OR AGENT MAY NOT BE HELD INDIVIDUALLY LIABLE FOR NEGLIGENCE.
MUTUAL WAIVER OF CONSEQUENTIAL DAMAGES – In no event shall either party hereunder be liable to the other party for punitive, speculative, consequential or special damages of any kind.

CONTRACT ADMINISTRATION - Client agrees that ETM will not be expected to make exhaustive or continuous on-site inspections but that periodic observations appropriate to the construction stage shall be performed. It is further agreed that ETM will not assume responsibility for the contractor's means methods, techniques, sequences or procedures of construction and it is understood that field services provided by ETM will not relieve the contractor of his responsibilities for performing the work in accordance with the plans and specifications. The words “supervision”, “inspection”, or “control” are used to mean periodic observation of the work by ETM to verify substantial compliance with the plans, specifications and design concepts. Continuous inspections by our employees do not mean that ETM is observing placement of all materials. Full-time inspection means that an employee of ETM has been assigned for eight-hour days during regular business hours.

Construction inspection and monitoring services which exceed 40 hours per week for one individual shall be invoiced at 150% of the standard billing rate.

ASSIGNABILITY - Client and ETM, respectively bind themselves, their successors and assigns to the other party to this Agreement and to the successors and assigns of such other part with respect to all covenants of this Agreement. Neither Client nor ETM shall assign this Agreement without the prior written consent of the other part.

INTEGRATION - This Agreement represents the entire and integrated Agreement between Client and ETM and supersedes all prior negotiations, representations or Agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties.

LIMITATIONS ON CAUSES OF ACTION - Causes of action between the parties to this Agreement pertaining to acts or failures to act shall be deemed to have occurred and the applicable statutes of limitations shall commence to run not later than (i) the date of substantial completion for acts or failures to act occurring prior to substantial completion of our engineering services pursuant to this Agreement; or (ii) the date of issuance of our final invoice for acts or failure to act occurring after substantial completion of our engineering services pursuant to this Agreement.

THIRD PARTY BENEFICIARY - Nothing contained in this Agreement shall create a contractual relationship with or a cause of action in favor of a third party against either Client or ETM.

CDD Board / CO District Manager	
Heritage Landing Community Development District	December 22, 2021	
		Page 4 of 4	
Re:	State Mandated – Storm Water Need Analysis (20 years)		

Please indicate your agreement with this proposal by signing in the space provided and return one copy to our office.

If you should have any questions or require additional information, please call. Thank you for this opportunity to be of professional service.

Yours sincerely,
Accepted this	day, 2022

ENGLAND, THIMS & MILLER, INC.
Scott A. Wild, P.E. Executive Vice President

of:	 By:   	

Shareholder	For:	 SAW:SJL:shb

Tab 5

Estimate

D ARMSTRONG CONTRACTING LLC
9957 Moorings Drive, Ste. 405

Date	Estimate #	
12/9/2021	13367	

Jacksonville, FL 32257

Name / Address		Project Location	
HERITAGE LANDING CDD		HERITAGE LANDING CDD - CS Repairs	
Lourens Erasmus		370 Heritage Landing Parkway	
370 Heritage Landing Parkway		Saint Augustine, FL 32092	
Saint Augustine, FL 32092			

Requested By:	P.O. No.	Terms	Rep	Project	
Lourens Erasmus		Due on receipt	DA	Control Structure(s) Repairs	
Description	Qty	U/M	Unit Cost	Total	
Control Structure # 1 (CS-1 MOD J-2 MH, TOP = 9.50, 36" RCP Invert = 1.00) Repair @ 8.50' Deep: Scope of Work is to pump down the system for each structure and remove debris. Wash down the structure with a pressure washer or high velocity pump. Remove the Weir Plate, clean and reinstall according to Engineer's recommendation.	1	LS	3,400.00	3,400.00	
Control Structure # 2 (CS-2 MOD J-2 MH, TOP = 13.00, 36" RCP Invert = 2.50) Repair @ 10.50' Deep:	1	LS	3,800.00	3,800.00	
Control Structure # 5 (CS-5 MOD J-2 MH, TOP = 10.00, 72" RCP Invert = (-)2.00) Repair @ 12.00' Deep:	1	LS	4,200.00	4,200.00	
Control Structure # 7 (CS-5 MOD J-2 MH, TOP = 10.00, 54" RCP Invert = (-)0.50) Repair @ 10.50' Deep:	1	LS	3,800.00	3,800.00	
Control Structure # 10 (CS-10 MOD J-2 MH, TOP = 12.00, 48" RCP Invert = 2.00) Repair @ 10.00' Deep:	1	LS	3,800.00	3,800.00	
Control Structure # 11 (CS-11 MOD J-2 MH, TOP = 15.00, 60" RCP Invert = 3.00) Repair @ 12.00' Deep:	1	LS	4,200.00	4,200.00	
Pump (Quite) w/fuel and Plug Rental for one Month				1	MO	6,400.00	6,400.00	

Please call Dennis Armstrong @ (904) 400-1750 if you have any questions	Total	

(904) 351-6411	
Dennis@DArmstrong.Net	

Customer Signature	
www.darmstrong.net		
Page 1

Estimate

D ARMSTRONG CONTRACTING LLC
9957 Moorings Drive, Ste. 405

Date	Estimate #	
12/9/2021	13367	

Jacksonville, FL 32257

HERITAGE LANDING CDD
Lourens Erasmus
370 Heritage Landing Parkway Saint Augustine, FL 32092

Name / Address

HERITAGE LANDING CDD - CS Repairs
370 Heritage Landing Parkway Saint Augustine, FL 32092

Project Location

Requested By:	P.O. No.	Terms	Rep	Project	
Lourens Erasmus		Due on receipt	DA	Control Structure(s) Repairs	
Description	Qty	U/M	Unit Cost	Total	

Please note: This is only an estimate. This estimate is based on plugging and pumping down of the system for each location. Once the water and debris is removed from the structure, further inspection will be performed to check for cracks, blockages and material corrosion. Price is based on one (1) Mobilization for the work described above. Additional Mobilizations will be $2,500.00 each.					
All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard practices. Any alteration or deviation from above specifications involving extra cost will be executed only upon written orders, and will become an extra charge over and above the estimate. All agreements contingent upon strikes, accidents or delays beyond our control. Owner to carry fire, tornado and other necessary insurance. Our workers are fully covered by Worker's Compensation Insurance.
-
TERMS: As listed above and agreed upon. Any past due amounts are subject to an interest rate of 1-½ % per month. All cost of collections will be assessed to the purchaser including all attorney's fees and court costs.
-
This proposal may be withdrawn by us if not accepted within 30 days.

Please call Dennis Armstrong @ (904) 400-1750 if you have any questions	Total	$29,600.00	

(904) 351-6411	
Dennis@DArmstrong.Net	

Customer Signature	
www.darmstrong.net		
Page 2

Landscape and Maintenance

Tab 6

Quality Site Assessment
Prepared for:

Heritage Landing @ WGV

Wed Jan 05 2022

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

General Information

DATE:	Wednesday, Jan 05, 2022	
NEXT INSPECTION DATE:	Monday, Apr 04, 2022	
CLIENT ATTENDEES:		
BRIGHTVIEW ATTENDEES:	William Buerki	

Customer Focus Areas
Turf health, Annuals, Weed control

2 / 6

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

Maintenance Items

 1 

 2 

 1 

Crew is continuing to work on grass cut backs on

non-mow visits. We should complete grass cut backs week ending January 21

 2 

Control of weeds in plant beds were satisfactory at

the time of inspection. Some minor weeds present in plant beds but they are scheduled to be treated

3 / 6

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

Recommendations for Property Enhancements

 1 

 2 

 1 

Developed proposal to repair damage from

vehicle on median island along heritage Landing Parkway

 2 

Developed proposal to fix drainage around basketball

Court in accordance with specs provided by the district engineer

4 / 6

 4 

 3 

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

Notes to Owner / Client

 1 

 2 

 1 

Very good control turf weeds in Saint Augustine

turf areas throughout the property. The Bahia area on Silver Glen did have a higher population of weeds. It was treated recently but I have scheduled a re-treatment to fully eradicate the controllable weed species

 2 

Ryegrass is performing well at the main athletic field.

It was not cut at the time of inspection but was scheduled to be cut later that day

 3 

Winter flowers have been installed and are

performing well. We do have an upcoming application to include fertilizer and fungicide to promote healthy growth

 4 

Approved tree in the preserve area behind 192

Silver Glen was dropped and
left in the preserve as scheduled

5 / 6

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

Notes to Owner / Client

 5 

 6 

 5 

The approved project at the roundabout was

completed. Sod was installed to close in bed space where the dead plants were removed

 6 

They are sod was installed to limit erosion in the area

next to the homeowner where the bulkhead was installed

6 / 6

Tab 7

Proposal for Extra Work at Heritage Landing @ WGV

December 08, 2021
Page 1 of 2

Property Name	Heritage Landing @ WGV	Contact	Melissa Dobbins Property Address	232 Silver Glen Ave	To	Heritage Landing CDD
Saint Augustine, FL 32092	Billing Address	c/o Rizzetta and Company Inc 3434
Colwell Ave Ste 200 Tampa, FL 33614

Project Name	Heritage: Basketball Court Drainage
Project Description	Grade area to help water flow toward existing drains
Scope of Work

Note:

We Recommend Grading North Part of court towards the drain shown in Brighview's diagram.

Brightview would like to meet with Engineer to go over everything if project is approved.

QTY	UoM/Size	Material/Description	
		Labor to hand dig swale towards existing Drains based on	
		diagram. Use dingo to help grade and remove debris	
1.00	LUMP SUM	where able to. Remove Plants in Area on north side of	
		court. Grade and Pack area. Remove excess dirt from	
		site.	

1.00	LUMP SUM

Stump Grind and Remove stump Grindings to remove tree roots

50.00	EACH	Pine straw - Installed

For internal use only			
SO#	7695068		
JOB#	460802023			
Service Line	130	Total Price	$5,894.89	
THIS IS NOT AN INVOICE
This proposal is valid for 60 days unless otherwise approved by BrightView Landscape Services, Inc.
2270 Dobbs Rd, St Augustine, FL 32086 ph. fax

December 08, 2021
Page 2 of 2

  Heritage: Basketball Court Drainage	

Grade area towards drain.
To Help with Water flow

  Remove Shrubs to help Grade area  

Install Creek Rock Around Drain

Conceptual Landscape Design

Tab 8

Proposal for Extra Work at

January 05, 2022
Page 1 of 2

Heritage Landing @ WGV	

Property Name Property Address	
Heritage Landing @ WGV 370 Heritage Landing Pkwy St Augustine, FL 32092	
Contact To
Billing Address	
Melissa Dobbins Heritage Landing CDD
c/o Rizzetta and Company Inc 3434
Colwell Ave Ste 200 Tampa, FL 33614	
Project Name Project Description	1-5-2022
Repair to median island from vehicle damage
Scope of Work	

QTY	
UoM/Size	
Material/Description	
Unit Price	
Total	

	Mobilization of crew. Delivery of materials. Prep. removal		
1.00	LUMP SUM	of damaged material. Grading of soils to plant ready.	$541.78	$541.78	
		Disposal of generated debris.			
1.00	EACH	Crape Myrtle 65gal. Installed	$799.80	$799.80	
12.00	EACH	Azalea 7gal. (White)	$58.16	$697.93	
20.00	PIECE	St Augustine Sod	$7.31	$146.28	
11.00	EACH	Gold Mulch 3cuyft bags Installed	$11.14	$122.51	
1.00	LUMP SUM	Irrigation- Repair, adjust, add bubbler to ensure survival of replaced material.	$277.84	$277.84	

For internal use only			
SO#	7707139		
JOB#	460802023			
Service Line	130	Total Price	$2,586.14	
THIS IS NOT AN INVOICE
This proposal is valid for 60 days unless otherwise approved by BrightView Landscape Services, Inc.
2270 Dobbs Rd, St Augustine, FL 32086 ph. fax

January 05, 2022
Page 2 of 2

SECURITY UPDATE

Tab 9

Platinum Group Security
6620 Southpoint Drive S, Suite 115-C Jacksonville, FL 32216

Telephone: 239.766.2175 www.platinumgroupsecurity.com

PGS Monthly Security Report Submitted to: Heritage Landing CDD January 2022

The following is a summary of the security functions and operations related to Heritage Landing CDD for the month of December 2021, performed by Platinum Group Security (PGS):
Platinum Group Security:
Platinum Group Security began providing security services effective on October 1, 2021. Platinum Group Security provides foot patrol security services to observe and report any infractions, violations within the Heritage Landing CDD facilities and communal areas (fields, playgrounds, tennis courts, basketball courts, pool area) and to enforce all Heritage Landing CDD rules and policies.

Officer Loretta Clayton (Full Time Officer):
Officer Loretta Clayton is the permanent full-time Lead Security Officer. Officer Clayton has been conducting her patrols effectively throughout the communal areas (fields, playgrounds, tennis courts, basketball courts, pool area).

Officer Clifford Thompson (Weekend Officer):
Officer Clifford Thompson is the permanent part-time weekend security. Officer Thompson is conducting his patrols effectively throughout the communal areas (fields, playgrounds, tennis courts, basketball courts, pool area).

Summary - Security Operations Report:
Personnel – Officers are credentialed, fully trained, and assigned as required.
Training: Officers are fully trained and well versed on Post Orders directives.
Security Operations – Officers are performing their duties and responsibilities as required and expected.
Incident(s): There was one (1) incident reported: Incident occurred on Thursday, December 30, 2021, at approximately 9:42 pm. Violation: “Jumping the front entrance gate and the side gate by the pool on two separate occasions to gain access to the amenity center.” Authorities were contacted and an Incident report was completed and submitted to the Vesta Property Management staff as required.
No other concerns or issues to be reported during this reporting period.

This report submitted by:
Erick Lallemand Sr., Vice President of Operations, Platinum Group Security

WE STRIVE FOR EXCELLENCE AND ACCEPT NOTHING LESS

Tab 10

January 3, 2022

Mr. Lourens Erasmus General Manager
Heritage Landing Community Development District 2806 N. Fifth Street, Unit 403
St. Augustine, Florida 32084 Dear Mr. Erasmus:

P.G. Security dba Platinum Group Security 6620 Southpoint Drive S, Suite 115-C Jacksonville, FL 32216

Telephone: 239.766.2175 www.platinumgroupsecurity.com

Due to labor rate cost increases and general operating costs, Platinum Group Security PGS) finds it necessary to reflect an hourly bill rate increase of $1.69 per hour, effective on February 1, 2022, for security services provided at Heritage Landing CDD. The revised hourly bill rates provided below will be valid through September 30, 2022.

Assigned Personnel: Unarmed Security Officers	

Weekly Hours	

Annual Hours	Hourly Bill Rate Increase Effective 02/01/2022	Overtime / Holiday Hourly Bill Rate
Effective 02/01/2022	

Annual Cost	
Residential Security Officers	56	2,912	$19.89	$29.84	$57,923.92	
Totals	56	2,912			$57,923.92	

While we do not expect to totally recover the increased costs, we respectfully request that our Clients help us to offset them. Please be assured that this decision was reached only after a thorough review of our current operational expenditures. PGS would like to thank you for the privilege of serving Heritage Landing CDD and PGS looks forward to continuing our mutually satisfactory business partnership.

This rate increase notification will amend the billing rate section of the AGREEMENT BETWEEN THE HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT AND P.G. SECURITY, INC. D/B/A PLATINUM GROUP SECURITY, REGARDING THE PROVISION OF SECURITY PATROL
SERVICES, SECTION 5. COMPENSATION: TERM, Section A, dated October 1, 2021. All other terms and conditions of said contract shall remain in full force and effect. Should you have any questions, please feel free to contact me directly.

Sincerely,

Erick Lallemand Sr. Vice President

WE STRIVE FOR EXCELLENCE AND ACCEPT NOTHING LESS

ADDENDUM #1

to the Agreement between The Heritage Landing Community District (“Client”) and P.G. Security, Inc., d/b/a Platinum Group Security (“Company”),
regarding the provision of Security Patrol Services, Section 5. Compensation: Term, Section A, Effective October 1, 2021

Effective on February 1, 2022, the Agreement is modified as follows; except as specifically modified by this Addendum,all terms of the Agreement remain in full force.

Unarmed Security Officer Straight Time - $19.89 per hour
Unarmed Security Officer Premium/Holiday - $29.84 per hour

Client:	The Heritage Landing Community Development District	Company: P.G. Security, Inc. d/b/a Platinum Group Security	

By:	
 		
By:  		

Name:	
 		
Name: 		

Title:	
 		
Title: 		

BUSINESS ITEMS

Update on Crown Pools Pool Filter Repairs

Discussion Regarding Suspension of Amenity Privileges

STAFF REPORTS
PART B

District Counsel

Amenity Center and Field Maintenance

Tab 11

Manager Report: January 13th, 2022	Sarah Johnson, Amenity Manager

Suspension of Minor – Gate Jumper - Board Action Required
One 17-year-old is suspended until, January 29th, 2022. The Board will need to determine if a longer suspension is warranted.

Amenity Athletics
Winter Flag Football – Starting January 22nd – March 5th. Games will be held on site February 5th, 19th, and 26th. There were 151 Heritage Landing residents that registered.
Spring Soccer and Basketball – Registration has begun for these two seasons.
Spring Soccer: March 26th – May 21st, 2022. Games will be held on property each Saturday (except Easter weekend).
Spring Basketball: April 13th – May 18th, 2022. Two games will be held on Heritage Landing property.
Field Maintenance: After discussing with Amenity Athletics, we will be having the referee’s filling in holes on the field before and after games.

QR Code Surveys
We have been working on our QR code surveys to put around the amenity center and fields.
You should be seeing these QR codes around the property starting Friday, January 7th.

Events
Four Major Events for 2022 – Board Action Required
Please see the attachment for our tentative four major events under 6B.
A la carte lifestyle options. Please see attachment under 6B.

Cookies with Santa
Saturday, December 11th, from 1PM – 5PM.
347 residents came and wrote a letter to Santa, enjoyed some cookies and hot chocolate, and got their picture taken with him!
The residents I talked to thanked me for putting it on, said they all really enjoyed it, and that the Santa Claus backdrop was beautiful.
(Event pictures on pg. 2)

1

Movie on the Lawn – The Grinch
Friday, December 17th, from 6PM – 8PM.
70 – 75 residents came out and enjoyed a movie on the lawn with popcorn!
Residents throughout the night kept thanking us for putting it on.

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

2

Tab 12

VESTA
LIFESTYLES
Four Big Events Per Year

COMPLETED

Winter Event - $3000

Cookies with Santa: Pictures with Santa, cookies, hot chocolate, and letters to Santa. Movie on the Lawn with Popcorn: The Grinch Who Stole Christmas.

Cookies with Santa - Date and Time: Saturday, December 11th, 2021, from 1PM – 5PM.
Movie on the Lawn - Date and Time: Friday, December 17th, 2021, from 6PM – 8PM.

PLANNED

Spring Event - $2500

Spring Fling (outside fields): 25+ Vendors, food trucks, the Easter bunny, Easter egg hunts, bounce houses, etc.

Tentative Date: Saturday, April 3rd, 2022
Tentative Time: 1PM – 4PM

Summer Event - $2000

July 4th Bash (amenity center/pools): Food Trucks, corn hole, giant Jenga, pool relays, volleyball tournament, etc.

Tentative Date: Saturday, July 2nd, 2022, or Monday, July 4th, 2022
Tentative Time: 12PM – 3PM

Fall Event - $2500

Fall Fest (outside fields): 25+ Vendors, food trucks, bounce houses, hayride, fall crafts, etc.

Tentative Date: Saturday, October 22nd, 2022
Tentative Time: 12PM – 3PM
RSVP: Yes, residents only.

1

Tab 13

Vesta Lifestyle Services - A La Carte

Event Type	Description	Price	Timeline	
Activities	These can take place as often as requested and are independent activities.
Example: Movie on the Lawn, Kid’s Activity Night, Craft Night, etc.	$300 - $500	1 Month	
Mini Event	An event that usually takes place around the pool or by the Amenity Center.
Example: Father’s Day Cookout, Resort Style Poolside Games, etc.	$700	2 – 3 Months	
Mid-Level Event	An event that takes place usually in the Heritage Room by invitation or RSVP.
Example: Daddy Daughter Dance, Disco Night, etc.	1,500	3 – 4 Months	
Large Events	An event that takes place seasonally in multiple areas of the Amenity Center including soccer fields.
Example: Spring Fling, Fall Fest, Winter Fest, etc.	2,500	6 - 8 Months	

Tab 14

Heritage Landing
Field Operations Manager Report

Date of report: 1/4/2022	Submitted by: Lourens Erasmus Field Operations and Maintenance Items:

Slide Tower Refurbishment:

The stair treads are in and the majority of the steel work has been completed. Scaffolding is being erected all around the tower and sand blasting will start soon. Once sand blasted the tower will be inspected for any other steel repairs before paint is applied.

General Maintenance:
Keeping the sidewalks and courts clean of foliage takes a couple of hours on a daily basis. Residents have been dumping yard debris over the FPL fence into the easement, we continue to clean up and remove.

The light sockets in the parking lot light fixtures are wearing out causing early bulb failures or non- working lights. We used parts from the light fixtures we removed from the gym to modify and improve the fit and function of the parking lot light fixtures.

Continue to replace broken parts on our pool chairs.

Basketball hoop replacement:

One of the basketball hoops on the adjustable backboards became very corroded and rusted. I ordered a new one and installed it. Not long after the lift arm that raises and lowers the hoop broke, I have a new one on order.

FPL fence pass thru:
The pass thru’s have become nasty looking with some algae growth and discoloration. We are in the process of treating and cleaning them up.
Heritage Landing Pkwy Accident:
On 12/21/2021 an accident occurred on the entrance side of Heritage Landing Pkwy. We have requested the police report and a proposal from Brightview to restore that area.

Tab 15

 	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: December 14, 2021	Fountain Tech: 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. I 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.

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.

 	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: December 28, 2021		Biologists: Jim Charles Bill Fuller, Justin Power

Client: Heritage Landing CDD

Waterways: Thirteen Ponds

Comments: Mostly sunny, 68 F and light winds.

Note: Second report for December.

Pond 1: Pond was in very good condition. Pond level is normal.

Pond 2: Pond was in good condition. Pond level is normal. Perimeter treatment earlier in month for torpedo grass and pennywort had good results. One of the fountains was not running. I informed Jeff.

Pond 3: Pond was in good condition. Water level is normal.

Pond 4: Pond was in good condition. Water level is normal. Both fountains running normally. Treatment of pond for torpedo grass and spatterdock was effective.

Pond 5: Pond was in good condition. Pond level is normal. Spatterdock treatment earlier this month had good results.

Pond 6: Pond was in good condition. Water level is normal.

Pond 7: Pond is showing improvement. Pond level is normal. Treated pond again for perimeter algae.

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

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

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

Pond 11: Pond was in good condition this month. Water level is normal.

Pond 12: Pond was in good condition. Pond level is normal

Pond 13: Pond was in really good condition. Pond level is normal.

Jim Charles

District Manager

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