Heritage Landing Community Development District

Board of Supervisors’ Meeting
October 13, 2022

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

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

Meeting Location:
Camp Heritage Amenity Center
370 Heritage Landing Parkway, St. Augustine, FL 32092

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

All Cellular phones and pagers must be turned off while in the meeting room.
The District Agenda is comprised of five different sections:

The regular meeting will begin promptly at 1:00 p.m. with the first section which is called Audience Comments on Agenda Items. The Audience Comment portion of the agenda is where individuals may comment on matters that concern the District. Each individual is limited to three (3) minutes for such comment. The Board of Supervisors or Staff is not obligated to provide a response until sufficient time for research or action is warranted. IF THE COMMENT CONCERNS A MAINTENANCE RELATED ITEM, THE ITEM WILL NEED TO BE ADDRESSED BY THE
DISTRICT MANAGER OUTSIDE THE CONTEXT OF THIS MEETING. The second section is called Business Administration. The Business Administration section contains items that require the review and approval of the District Board of Supervisors as a normal course of business. The third section is called Staff Reports. This section allows the District Manager, Engineer, and Attorney to update the Board of Supervisors on any pending issues that are being researched for Board action. The fourth section is called Business Items. The business items section contains items for approval by the District Board of Supervisors that may require discussion, motion and votes on an item-by-item basis. If any member of the audience would like to speak on one of the business items, they will need to register with the District Manager prior to the presentation of that agenda item. Occasionally, certain items for decision within this section are required by Florida Statute to be held as a Public Hearing. During the Public Hearing portion of the agenda item, each member of the public will be permitted to provide one comment on the issue, prior to the Board of Supervisors’ discussion, motion and vote. Agendas can be reviewed by contacting the Manager’s office at (904) 436-6270 at least seven days in advance of the scheduled meeting. Requests to place items on the agenda must be submitted in writing with an explanation to the District Manager at least fourteen (14) days prior to the date of the meeting. The final section is called Supervisor Requests and Audience Comments. This is the section in which the Supervisors may request Staff to prepare certain items in an effort to meet residential needs and provides members of the audience the opportunity to comment on matters of concern to them that were not addressed during the meeting.

Public workshops sessions may be advertised and held in an effort to provide informational services. These sessions allow staff or consultants to discuss a policy or business matter in a more informal manner and allow for lengthy presentations prior to scheduling the item for approval. Typically no motions or votes are made during these sessions.

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

Any person who decides to appeal any decision made by the Board with respect to any matter considered at the meeting is advised that this same 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	October 6, 2022
Heritage Landing Community Development District
Dear Board Members:	AGENDA
The regular meeting of the Board of Supervisors of the Heritage Landing Community Development District will be held on Thursday, October 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
Consideration of the Minutes of the Board of Supervisors’
Meeting held on September 8, 2022	Tab 1
Ratification of Operation and Maintenance
Expenditures for August 2022	Tab 2
Ratification of FY 2022-2023 District Insurance
Policy Renewal	Tab 3
STAFF REPORTS - PART A
District Engineer
Landscape and Maintenance
Brightview Landscape Report.	Tab 4
BUSINESS ITEMS
Consideration of Brightview Proposals
Pine Straw Installation	Tab 5
Enhancement Inside Pool Area	Tab 6
Enhancement of Amenity Walkway	Tab 7
Enhancement of Legacy Entrance Plants	Tab 8
Consideration of Proposal from G&M for Holiday Lighting	Tab 9
Discussion   Regarding   Vesta   Amenity   Management Agreement	Tab 10
Discussion Regarding CDD Property Purchase Request (under separate cover)
STAFF REPORTS - PART B
District Counsel
Amenity Center and Field Maintenance
Amenity Manager Report	Tab 11
Field Manager Report	Tab 12
Charles Aquatics Pond and Fountain Reports	Tab 13
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, District Manager

Tab 1

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
September 8, 2022 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
10
The regular meeting of the Heritage Landing Community Development District was held
on Thursday, September 8, 2022 at 1:00 p.m. at the Heritage Landing Amenity Center,
located at 370 Heritage Landing Parkway, St. Augustine, Florida 32092.
14
15
16	Present and constituting a quorum:
17
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
23
24
25	Also present were:
26
Melissa Dobbins	District Manager, Rizzetta & Company, Inc.
Wes Haber	District Counsel, Kutak Rock LLC
Scott Smith	Vesta Property Services
Jay King	Vesta Property Services (via speakerphone)
Todd Myhill	Facility Manager, Vesta Property Services
Lourens Erasmus	Field Manager, Vesta Property Services
Billy Buerki	Brightview Landscaping
Dominic Tirado	Brightview Landscaping
35
36	Public via Teleconference
37
38
39  FIRST ORDER OF BUSINESS	Call to Order
40
41  Mr. Taylor called the meeting to order at 1:00 p.m. and read the roll call.
42
43
44  SECOND ORDER OF BUSINESS	Public Comments
45
46  Audience members had questions regarding next years schedule and if more bids were
47  going to be reviewed for the upgrade to the access system.
48
49

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
September 8, 2022 Minutes of Meeting
Page 2

51  THIRD ORDER OF BUSINESS	Consent Items
52
1. Consideration of the Board of Supervisors’ Regular
Meeting Minutes held on August 11, 2022
55
2. Ratification of the Operation and Maintenance Expenditures
for July 2022.
58
On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board approved the Minutes of the Regular Board of Supervisors’ Meeting held on August 11, 2022, and the Operation and Maintenance Expenditures for July 2022 in the amount of $118,932.05, for the Heritage Landing Community Development District.
59
60  FOURTH ORDER OF BUSINESS	Staff Reports – PART A
61
A. District Engineer
Not present.
64
B. Landscape and Maintenance
Mr. Buerki updated the Board that maintenance should be back on track
next week and they did speak to Charles Aquatics who will get more
aggressive to treat the cogon grass by the pond. He also stated that they
are looking to replace some of the ligustrum plant material with Duranta.
Mr. Och requested that the hedges adjacent to Heritage Landing Parkway
(by the food trucks) get looked at for trimming. Mr. Austin requested that the
left side of Rivers Own get reviewed.
73
FIFTH ORDER OF BUSINESS	Consideration of Winter Basketball
Camp
76
77	Discussions ensued regarding the Winter and Spring Break camps. The
78	Board approved staff to circulate a district agreement for execution.

On a motion by Mr. Taylor, seconded by Mr. Fernandez, with all in favor, the Board approved Sports & Arts Camps for Winter and Spring break Basketball Camps, for the Heritage Landing Community Development District.

79

80
81  Board moved to agenda item 5C
82
83  SIXTH ORDER OF BUSINESS	Consideration of Resolution 2022-06;
84	Designating time, Date, and Location
85	of FY 2022-2023 Regular Meetings

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board adopted Resolution 2022-06; Designating Time, Date and Location for FY 2022-2023 Regular Meetings, for the Heritage Landing Community Development District.

86

87

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
September 8, 2022 Minutes of Meeting
Page 3

89  SEVENTH ORDER OF BUSINESS	Consideration of UPS Holiday POD

On a motion by Mr. Fernandez, seconded by Mr. Taylor, with all in favor, the Board approved the 2022 UPS Hold Harmless Agreement with a $1,500.00 fee from UPS, for the Heritage Landing Community Development District.

90

91
92  EIGHTH ORDER OF BUSINESS	Consideration of Janitorial Services

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board approved a one-year agreement with Vanguard for Janitorial Services for the annual amount of
$9,800.00, for the Heritage Landing Community Development District.

93

94
95  Board moved to agenda item 6A – STAFF REPORTS PART B
96
A. District Counsel
Mr. Haber provided an update to the Board regarding Atkins’ next payment,
which he stated this installment will be sent to the District Courts for them to
review per the lien request the District received. As a reminder, this is not
Adkins’ final payment. It had been communicated to Adkins that there are
items that still need to be met per contract standards for that payment to be
released.
Mr. Haber also stated that Slide Renu still has not been paid by Adkins and
is requesting payment. He updated the Board that since Slide Renu is not
one of Adkins subcontractors per the project scope, he felt they had a strong
case that they could be paid by the District with these funds being held from
Adkins last payment. Slide Renu was instead requested to review the slide
based on a possible warranty concern due to a defect from the work that was
being done to the slide.

On a motion by Mr. Fernandez, seconded by Mr. Och, with all in favor, the Board directed staff to pay Slide Renu in the amount of $2,500.00 and to withhold this amount from the final payment to Adkins, for the Heritage Landing Community Development District.

111

112
113	Mr. Haber also reviewed Florida law regarding the recording of audio on
114	camera footage. He stated that Florida is a “right to privacy” state and that
115	there needs to be a reasonable expectation of privacy and signage be very
116	apparent. It is also advised that residents sign an updated registration/policy
117	form that informs them that audio is being recorded at the facility.
118
119  Board moved to agenda item 5B – BUSINESS ITEMS
120
121
122  NINTH ORDER OF BUSINESS	Update on Access System Upgrade
123
124	After discussion the Board requested staff to review other vendor options for
125	the Board to consider all together at a future meeting.
126

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
September 8, 2022 Minutes of Meeting
Page 4

128  Board returned to remaining agenda items under 6B – STAFF REPORTS PART B
129
130
131  TENTH ORDER OF BUSINESS	Staff Reports – PART B
132
133	B. Amenity Center and Field Maintenance
134	1. Amenity Manager Report
135	Mr. Myhill stated he continues to reach out to the county to review
136	the possibility of them owning and maintaining the street signs
137	within the community and once he has more information, he will
138	update the Board. He also stated that the ISR training instructor
139	wanted to offer a 15 minute training course to resident Girl Scouts
140	for them to earn a badge. The Board did not have an issue with this
141	event.
142
143	i.	Review of Monday Area Rentals

On a motion by Mr. Taylor, seconded by Mr. Och, with all in favor, the Board approved the removal of the policy language that indicated that there were rentals still on Mondays, for the Heritage Landing Community Development District.

144

145
146	2. Field Manager Report
147	After discussion regarding recent vandalism to the CDD fence, the
148	Board approved a not to exceed amount of $2,000.00 for Mr.
149	Erasmus to purchase cameras.
150
151 The Board moved to agenda item 5F – BUSINESS ITEMS
152
153
154  ELEVENTH ORDER OF BUSINESS	Review Request for Appeal
155	Regarding Amenity Suspension
156
157	The mother of the minor that was suspended for seven months appealed to the
158	Board stating she felt the suspension was too long. Ms. Tarfa excused herself
159	from the Board discussion and vote on the matter, per Exhibit A. After
160	discussion, the Board took no further action to reduce the suspension of this
161	minor.
162
163 The Board moved to agenda item 6B – 2i – STAFF REPORTS PART B
164
165	i.	Update on Pool Paver Estimate
166	Mr. Erasmus noted that the vendor that was
167	mentioned at the last meeting pulled his proposal
168	after being updated of other possible issues that
169	could be raised from Mr. Erasmus’ discussion
170	with a pool contractor.
171	ii.	Update on Pool Chemical Vendor Options
172	Mr. Erasmus updated the Board that he can’t
173	find another pool chemical provider in the area

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
September 8, 2022 Minutes of Meeting
Page 5

174	that also provides the chemical feeder
175	equipment and the amount of chemicals that
176	they need to maintain their pool system. After
177	discussion, the Board directed staff to move
178	forward with entering into an agreement with
179	Poolsure per their last proposal.
180
181	3. Charles Aquatics Report
182
C. District Manager
Ms. Dobbins updated the Board that she did receive the second invoice
from Crown’s Pool in the amount of $74,718.00 which will be paid prior to
the end of the fiscal year. Also as discussed earlier in the meeting, Adkins
installment will be paid to the District Courts in the amount of $33,306.90.
She also updated the RV Lease Agreement since renewals start
November 1st and she received final invoices for lighting claims.
190
191
TWELFTH ORDER OF BUSINESS	Supervisor Requests and Audience
Comments
194
Audience:
No audience comments.
197
198  Supervisors:
199	Mr. Austin stated that parents/residents that appeal suspension decisions need to
200	get the same information as the Board. It was also agreed that anyone wanting to
201	appeal should provide a written statement going forward so the Board can review
202	their position prior to hearing them speak at the meeting.
203
204	*Board took recess at 3:14 pm and reconvened at 3:24 pm.
205
206  THIRTEENTH ORDER OF BUSINESS	BUSINESS ITEMS – PART B
207
208	A. Discussion Regarding RV Lot Camera Quotes (Per FL Statutes 119.071(3)(a)
209	and 281.301, this portion was closed to the public.)
210
211	Board discussed camera locations and systems.
212
213
214  FOURTEENTH ORDER OF BUSINESS	Adjournment
215

On a motion by Mr. Taylor, seconded by Mr. Och, with all in favor, the Board adjourned the meeting at 3:48 p.m., for the Heritage Landing Community Development District.

216

217
218
219

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
September 8, 2022 Minutes of Meeting
Page 6

221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
  		 	
Secretary/Assistant Secretary	Chairman/Vice Chairman
240
241
242
243
244

Exhibit A
Will be attached for final record

Tab 2

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

DISTRICT OFFICE ꞏ ST. AUGUSTINE, FLORIDA 32084
Mailing Address ꞏ 3434 Colwell Avenue, Suite 200 ꞏ Tampa, Florida 33614 Www.HeritageLandingCdd.Org

Operation and Maintenance Expenditures
August 2022 Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from August 1, 2022 through August 31, 2022. This does not include expenditures previously approved by the Board.

The total items being presented:   $72,869.64

Approval of Expenditures:

	 Chairperson

	 Vice Chairperson

	 Assistant Secretary

Heritage Landing Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2022 Through August 31, 2022	

Vendor Name		
Check Number Invoice Number		
Invoice Description		
	Invoice Amount	

Alan Fernandez	
100002	
AF081122 BOS 081122	
$	
200.00	
BrightView Landscape Services, Inc.	100008	7993528 Treatment to Cogongrass 07/22	$	400.00	
BrightView Landscape Services, Inc.	100008	8009427 Exterior Maintenance 08/22	$	16,249.00	
Charles Aquatics, Inc. COMCAST
Florida Department of Revenue

Florida Department of Revenue	100009

100003

100010	45854 Aquatic Management 08/22 8495 74 140 0429787
08/22 Cable TV & Internet 08/22
65-8015563124-2
06/22 Sales & Use Tax 06/22 65-8015563124-2
07/22 Sales & Use Tax 0/22	$

$

$

$	975.00

400.89

96.28

249.95	
Florida Power & Light Company		02593-83172 08/22 FPL 02593-83172 08/22	$	321.45	
Florida Power & Light Company		22531-66538 08/22 FPL 22531-66538 08/22	$	3,470.49	
Florida Power & Light Company		39103-721720 8/22 FPL 39103-721720 8/22	$	248.93	
Florida Power & Light Company		60288-85090 08/22 FPL 60288-85090 08/22	$	398.62	
Florida Power & Light Company		87098-35048 07/22 FPL 87098-35048 07/22	$	4,065.09	

Heritage Landing Community Development District	
Paid Operation & Maintenance Expenditures	
August 1, 2022 Through August 31, 2022	

Vendor Name		
Check Number Invoice Number		
Invoice Description		
	Invoice Amount	

Kevin Lee Austin	
100004	
KA081122 BOS 081122	
$	
200.00	
Leslie Achara McNair-Tarfa	100005	LAT081122 BOS 081122	$	200.00	
Michael C. Taylor	100006	MT081122 BOS 081122	$	200.00	
P.G Security Inc.	100011	74966 Security Guard Services 04/22	$	4,720.80	
Poolsure	100012	131295608474 Monthly Pool Maint & Chemicals 08/22	$	2,221.95	
Rizzetta & Company, Inc.	100000	INV0000070158 Administrative Services 08/22	$	5,900.00	
Robert Och	100007	RO081122 BOS 081122	$	200.00	
St Johns Utility Department	100018 503699-115198 07/22 Water Services 07/22	$	614.89	
			St Johns Utility Department 533275-			
St Johns Utility Department	100001 533275-126033 07/22 126033 07/22	$	61.21	
Sunbelt Gated Access Systems of						
Florida, LLC	100013	1357 Gate Maintenance 08/22	$	1,474.00	
Turner Pest Control, LLC	100014	18094100 Pest Control Services 06/22	$	115.76	
Vesta Property Services, Inc.	100015	400987 Camp Heritage Fees 2nd Half 08/22	$	13,734.90	

Heritage Landing Community Development District
Paid Operation & Maintenance Expenditures
August 1, 2022 Through August 31, 2022	

Vendor Name		
Check Number Invoice Number		
Invoice Description		
	Invoice Amount	

Vesta Property Services, Inc.	
100015	401493	Lifeguard	Hours	07/22 401637	 Additional		Staff	 07/22 401797 Misc Reimbursement 08/22 4139 Website Maintenance 08/22	
$	
15,133.34	
Vesta Property Services, Inc.	100015		$	295.13	
Vesta Property Services, Inc.	100015		$	39.96	
VGlobal Tech	100016		$	250.00	
W.B. Mason Co., Inc.	100017	231422950	Janitor Supplies 07/22	$	77.24	
W.B. Mason Co., Inc.	100017	231449414	Janitorial Supplies 07/22
Waste Management 0020037-4032-7	$	75.37	
Waste Management Inc. of Florida		0020037-4032-7	07/22	$		279.39	

Report Total			
 $		
72,869.64	

Tab 3

Egis Insurance & Risk Advisors
Is pleased to provide a Proposal of Insurance Coverage for:

Heritage Landing Community Development District

Please review the proposed insurance coverage terms and conditions carefully. Written request to bind must be received prior to the effective date of coverage.

The brief description of coverage contained in this document is being provided as an accommodation only and is not intended to cover or describe all Coverage Agreement terms. For more complete and detailed information relating to the scope and limits of coverage, please refer directly to the Coverage Agreement documents. Specimen forms are available upon request.

About FIA

Florida Insurance Alliance (“FIA”), authorized and regulated by the Florida Office of Insurance Regulation, is a non-assessable, governmental insurance Trust. FIA was created in September 2011 at a time when a large number of Special Taxing Districts were having difficulty obtaining insurance.
Primarily, this was due to financial stability concerns and a perception that these small to mid-sized Districts had a disproportionate exposure to claims. Even districts that were claims free for years could not obtain coverage. FIA was created to fill this void with the goal of providing affordable insurance coverage to Special Taxing Districts. Today, FIA proudly serves and protects nearly 1,000 public entity members.

Competitive Advantage
FIA allows qualifying Public Entities to achieve broad, tailored coverages with a cost-effective insurance program. Additional program benefits include:
Insure-to-value property limits with no coinsurance penalties
First dollar coverage for “alleged” public official ethics violations
Proactive in-house claims management and loss control department
Complimentary risk management services including on-site loss control, property schedule verification and contract reviews
Online Risk Management Education & Training portal
Online HR & Benefits Support portal
HR Hotline
Safety Partners Matching Grant Program

How are FIA Members Protected?
FIA employs a conservative approach to risk management. Liability risk retained by FIA is fully funded prior to the policy term through member premiums. The remainder of the risk is transferred to reinsurers. FIA’s primary reinsurers, Lloyds of London and Hudson Insurance Company, both have AM Best A XV (Excellent) ratings and surplus of $2Billion or greater.

In the event of catastrophic property losses due to a Named Storm (i.e., hurricane), the program bears no risk as all losses are passed on to the reinsurers. FIA purchases property reinsurance to withstand the 1,000- year storm event (probability of exceedance .1%). This level of protection is statistically 2 to 3 times safer than competitors and industry norms.

What Are Members Responsible For?
As a non-assessable Trust, our members are only responsible for two items:
Annual Premiums
Individual Member Deductibles

FIA Bylaws prohibit any assessments or other fees.

Additional information regarding FIA and our member services can be found at www.fia360.org.

Quotation being provided for:

Heritage Landing Community Development District c/o Rizzetta & Company
3434 Colwell Ave, Suite 200
Tampa, FL 33614

Term: October 1, 2022 to October 1, 2023

Quote Number: 100122628

PROPERTY COVERAGE

SCHEDULE OF COVERAGES AND LIMITS OF COVERAGE
COVERED PROPERTY	
Total Insured Values – Blanket Building and Contents – Per Schedule on file totalling	$4,365,313	
Loss of Business Income	$1,000,000	
Additional Expense	$1,000,000	
Inland Marine	
Scheduled Inland Marine	$213,545	
It is agreed to include automatically under this Insurance the interest of mortgagees and loss payees where applicable without advice.

	Valuation	Coinsurance	
Property	Replacement Cost	None	
Inland Marine	Actual Cash Value	None	

DEDUCTIBLES:	$2,500	Per Occurrence, All other Perils, Building & Contents and
Extensions of Coverage.	
	3 %	Total Insured Values per building, including vehicle values, for “Named Storm” at each affected location
throughout Florida subject to a minimum of $10,000 per occurrence, per Named Insured.	
	Per Attached Schedule	Inland Marine	

Special Property Coverages	
Coverage	Deductibles	Limit	
Earth Movement	$2,500	Included	
Flood	$2,500 *	Included	
Boiler & Machinery		Included	
TRIA		Included	
*Except for Zones A & V see page 8 (Terms and Conditions) excess of NFIP, whether purchased or not

TOTAL PROPERTY PREMIUM	$24,141

Extensions of Coverage
If marked with an "X" we will cover the following EXTENSIONS OF COVERAGE under this Agreement, These limits of liability do not increase any other applicable limit of liability.

(X)	Code	Extension of Coverage	Limit of Liability	
X	A	Accounts Receivable	$500,000 in any one occurrence	

X	
B	
Animals	$1,000 any one Animal
$5,000 Annual Aggregate in any one agreement period	

X	
C	
Buildings Under Construction	As declared on Property Schedule, except new buildings being erected at sites other than a covered location which is limited to $250,000
estimated final contract value any one construction project.	
X	D	Debris Removal Expense	$250,000 per insured or 25% of loss, whichever is greater	

X	
E	Demolition Cost, Operation of Building
Laws and Increased Cost of Construction	
$500,000 in any one occurrence	
X	F	Duty to Defend	$100,000 any one occurrence	
X	G	Errors and Omissions	$250,000 in any one occurrence	
X	H	Expediting Expenses	$250,000 in any one occurrence	
X	I	Fire Department Charges	$50,000 in any one occurrence	
X	J	Fungus Cleanup Expense	$50,000 in the annual aggregate in any one occurrence	
X	K	Lawns, Plants, Trees and Shrubs	$50,000 in any one occurrence	
X	L	Leasehold Interest	Included	
X	M	Air Conditioning Systems	Included	

X	
N	
New locations of current Insureds	$1,000,000 in any one occurrence for up to 90 days, except 60 days for Dade, Broward, Palm Beach from the date such new location(s) is first purchased, rented or occupied whichever is earlier. Monroe County on
prior submit basis only	
X	O	Personal property of Employees	$500,000 in any one occurrence	
X	P	Pollution Cleanup Expense	$50,000 in any one occurrence	
X	Q	Professional Fees	$50,000 in any one occurrence	
X	R	Recertification of Equipment	Included	
X	S	Service Interruption Coverage	$500,000 in any one occurrence	
X	T	Transit	$1,000,000 in any one occurrence	

X	
U	Vehicles as Scheduled Property	
Included	
X	V	Preservation of Property	$250,000 in any one occurrence	
X	W	Property at Miscellaneous Unnamed Locations	$250,000 in any one occurrence	

X	
X	Piers, docs and wharves as Scheduled Property	
Included on a prior submit basis only	

X	Y	Glass and Sanitary Fittings Extension	$25,000 any one occurrence	
X	Z	Ingress / Egress	45 Consecutive Days	
X	AA	Lock and Key Replacement	$2,500 any one occurrence	
X	BB	Awnings, Gutters and Downspouts	Included	
X	CC	Civil or Military Authority	45 Consecutive days and one mile	

CRIME COVERAGE		
Description	Limit	Deductible	
Forgery and Alteration	Not Included	Not Included	
Theft, Disappearance or Destruction	Not Included	Not Included	
Computer Fraud including Funds Transfer Fraud	Not Included	Not Included	
Employee Dishonesty, including faithful performance, per loss	Not Included	Not Included	

Deadly Weapon Protection Coverage			

Coverage	Limit	Deductible	
Third Party Liability	$1,000,000	$0	
Property Damage	$1,000,000	$0	
Crisis Management Services	$250,000	$0	

AUTOMOBILE COVERAGE

Coverages	Covered
Autos	Limit	Premium	
Covered Autos Liability	8,9	$1,000,000	Included	
Personal Injury Protection	N/A		Not Included	
Auto Medical Payments	N/A		Not Included	
Uninsured Motorists including Underinsured
Motorists	N/A		Not Included	
Physical Damage Comprehensive Coverage	N/A	Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto, But No Deductible Applies To Loss Caused By Fire or Lightning.

See item Four for Hired or Borrowed Autos.	Not Included	
Physical Damage Specified Causes of Loss Coverage	N/A	Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto For Loss Caused By Mischief Or Vandalism

See item Four for Hired or Borrowed Autos.	Not Included	
Physical Damage Collision Coverage	N/A	Actual Cash Value Or Cost Of Repair, Whichever Is Less, Minus Applicable Deductible (See Attached Schedule)
For Each Covered Auto

See item Four for Hired or Borrowed Autos.	Not Included	
Physical Damage Towing And Labor	N/A	$0 For Each Disablement Of A Private Passenger Auto	Not Included	

GENERAL LIABILITY COVERAGE (Occurrence Basis)
Bodily Injury and Property Damage Limit	$1,000,000
Personal Injury and Advertising Injury	Included
Products & Completed Operations Aggregate Limit	Included
Employee Benefits Liability Limit, per person	$1,000,000
Herbicide & Pesticide Aggregate Limit	$1,000,000
Medical Payments Limit	$5,000
Fire Damage Limit	Included
No fault Sewer Backup Limit	$25,000/$250,000
General Liability Deductible	$0

PUBLIC OFFICIALS AND EMPLOYMENT PRACTICES LIABILITY (Claims Made)

Public Officials and Employment Practices Liability Limit	Per Claim	$1,000,000	
	Aggregate	$2,000,000	
Public Officials and Employment Practices Liability Deductible		$0	

Supplemental Payments: Pre-termination $2,500 per employee - $5,000 annual aggregate. Non-Monetary $100,000 aggregate.

Cyber Liability sublimit included under POL/EPLI Media Content Services Liability
Network Security Liability
Privacy Liability
First Party Extortion Threat First Party Crisis Management
First Party Business Interruption
Limit: $100,000 each claim/annual aggregate

PREMIUM SUMMARY

Heritage Landing Community Development District c/o Rizzetta & Company
3434 Colwell Ave, Suite 200
Tampa, FL 33614

Term: October 1, 2022 to October 1, 2023

Quote Number: 100122628

PREMIUM BREAKDOWN	
Property (Including Scheduled Inland Marine)	$24,141	
Crime	Not Included	
Automobile Liability	Not Included	
Hired Non-Owned Auto	Included	
Auto Physical Damage	Not Included	
General Liability	$7,290	
Public Officials and Employment Practices Liability	$5,129	
Deadly Weapon Protection Coverage	Included	
TOTAL PREMIUM DUE	$36,560	

IMPORTANT NOTE
Defense Cost - Outside of Limit, Does Not Erode the Limit for General Liability, Public Officials Liability, and Employment related Practices Liability.

Deductible does not apply to defense cost. Self-Insured Retention does apply to defense cost.

Additional Notes: (None)

--- •1	FLORIDA
F 	INSURANCE ALLIANCE

PARTICIPATION AGREEMENT
Application for Membership in the Florida Insurance Alliance

The undersigned local governmental entity, certifying itself to be a public agency of the State of Florida as defined in Section 163.01, Florida Statutes, hereby formally makes application with the Florida Insurance Alliance ("FIA") for continuing liability and/or casualty coverage through membership in FIA, to become effective 12:01 a.m., 10/01/2022, and if accepted by the FIA's duly authorized representative, does hereby agree as follows:

That, by this reference, the terms and provisions of the lnterlocal Agreement creating the Florida Insurance Alliance are hereby adopted, approved and ratified by the undersigned local governmental entity. The undersigned local governmental entity certifies that it has received a copy of the aforementioned lnterlocal Agreement and further agrees to be bound by the provisions and obligations of the lnterlocal Agreement as provided therein;

To pay all premiums on or before the date the same shall become due and, in the event Applicant fails to do so, to pay any reasonable late penalties and charges arising therefrom, and all costs of collection thereof, including reasonable attorneys' fees;

To abide by the rules and regulations adopted by the Board of Directors;

That should either the Applicant or the Fund desire to cancel coverage; it will give not less than thirty
{30) days prior written notice of cancellation;

That all information contained in the underwriting application provided to FIA as a condition precedent to participation in FIA is true, correct and accurate in all respects.

Heritage Landing Community Development District

By:

{Name of Local Governmental Entity)
 2? 7P	

Signature	Print Name
Melissa Dobbins

Witness By: 		 		 Signature		Print Name

IS HEREBY APPROVED FOR MEMBERSHIP IN THIS FUND, AND COVERAGE IS EFFECTIVE October 1, 2022

By: 	
Administrator

.,;tAI	FLORIDA
INSURANCE
ALLIANCE

PROPERTY VALUATION AUTHORIZATION

Heritage Landing Community Development District c/o Rizzetta & Company
3434 Colwell Ave, Suite 200
Tampa, FL 33614

QUOTATIONS TERMS & CONDITIONS
Please review the quote carefully for coverage terms, conditions, and limits.
The coverage is subject to 100% minimum earned premium as of the first day of the "Coverage Period".
Total premium is late if not paid in full within 30 days of inception, unless otherwise stated.
Property designated as being within Flood Zone A or V (and any prefixes or suffixes thereof) by the Federal Emergency Management Agency (FEMA), or within a 100 Year Flood Plain as designated by the United States Army Corps of Engineers, will have a Special Flood Deductible equal to all flood insurance available for such property under the National Flood Insurance Program, whether purchased or not or 5% of the Total Insured Value at each affected location whichever the greater.
The Florida Insurance Alliance is a shared limit. The limits purchased are a per occurrence limit and in the event an occurrence exhaust the limit purchased by the Alliance on behalf of the members, payment to you for a covered loss will be reduced pro-rata based on the amounts of covered loss by all members affected by the occurrence. Property designated as being within.
Coverage is not bound until confirmation is received from a representative of Egis Insurance & Risk Advisors.

I give my authorization to bind coverage for property through the Florida Insurance Alliance as per limits and terms listed below.

0	Building and Content TIV
0	Inland Marine
D	Auto Physical Damage

$4,365,313	As per schedule attached

$213,545	As per schedule attached Not Included

Signature: Name: Title:

Date:

Schedule Items Effective As of: 10/01/2022
Property Schedule
Heritage Landing Community Development District

Policy No.:	100122628
Agent:	Egis Insurance Advisors LLC (Boca Raton, FL)

Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

1	Concrete Perimeter Wall & Sign		2004	10/01/2022	$50,000	
$50,000	
	County Rd 13 & Heritage Landing Pky St. Augustine FL 32092	
Frame	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

2	Waterpumps,controller		2005	10/01/2022	$168,090	
$168,090	
	370 Heritage Landing Pky St. Augustine FL 32092		
Pump / lift station	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

3	Clubhouse		2005	10/01/2022	$1,687,464	
$1,997,464	
	370 Heritage Landing Pky St. Augustine FL 32092		
Joisted masonry	
10/01/2023	
$310,000		
	Complex			Metal panel			
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

4	Slide Tower		2005	10/01/2022	$161,000	
$161,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Joisted masonry	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

5	2 Outdoor Bathhouses		2005	10/01/2022	$87,187	
$87,187	
	370 Heritage Landing Pky St. Augustine FL 32092		
Frame	
10/01/2023			
	Gable			Metal panel			
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

6	Bus Shelter		2005	10/01/2022	$29,586	
$29,586	
	370 Heritage Landing Pky St. Augustine FL 32092		
Frame	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

7	Pedestrian Bridge		2005	10/01/2022	$50,057	
$50,057	
	
370 Heritage Landing Pky St. Augustine FL 32092		
Bridges	
10/01/2023			

Schedule Items Effective As of: 10/01/2022
Property Schedule
Heritage Landing Community Development District

Policy No.:	100122628
Agent:	Egis Insurance Advisors LLC (Boca Raton, FL)

Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

8	Shade Pavilion		2005	10/01/2022	$81,029	
$96,029	
	370 Heritage Landing Pky St. Augustine FL 32092		
Frame	
10/01/2023	
$15,000		
	Gable			Metal panel			
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

9	Outdoor Movie Screen and Wooden Deck	2005	10/01/2022	$15,000	
$15,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Frame	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

10	Pier		2005	10/01/2022	$25,000	
$25,000	
	370 Heritage Landing Pky		
Waterfront	
10/01/2023			
	St. Augustine FL 32092		structures				
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

11	Tennis Building incl. Bathroom ($100K) & (4) Courts ($341K)	2005	10/01/2022	$441,000	
$441,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Joisted masonry	
10/01/2023			
	Complex			Metal panel			
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

12	Tennis Fence & benches		2005	10/01/2022	$25,000	
$25,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Non combustible	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

13	Tennis Lighting		2005	10/01/2022	$30,000	
$30,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Property in the Open	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

14	Basketball Courts, Lighting, & 6 Benches	2005	10/01/2022	$52,000	
$52,000	
	
370 Heritage Landing Pky St. Augustine FL 32092		
Non combustible	
10/01/2023			

Schedule Items Effective As of: 10/01/2022
Property Schedule
Heritage Landing Community Development District

Policy No.:	100122628
Agent:	Egis Insurance Advisors LLC (Boca Raton, FL)

Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

15	Lap Pool		2005	10/01/2022	$364,200	
$364,200	
	370 Heritage Landing Pky St. Augustine FL 32092		Below ground liquid storage tank / pool	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

16	Playground, (7) Benches, (2) Picnic Tables	2005	10/01/2022	$35,000	
$35,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Joisted masonry	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

17	Baseball Field & Dugouts, & Fence	2005	10/01/2022	$35,000	
$35,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Frame	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

18	2 Water Fountains @ $6,000 each	2005	10/01/2022	$12,000	
$12,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Pump / lift station	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

19	2 Water Fountains @ $6,000 each	2005	10/01/2022	$12,000	
$12,000	
	CR13 & Heritage Landing Pky St. Augustine FL 32092		
Pump / lift station	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

20	RV/Boat Storage Park Fence, Cameras, & Lights	2005	10/01/2022	$150,000	
$150,000	
	450 Heritage Landing Pky St. Augustine FL 32092		
Non combustible	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

21	Gate and Windscreen with Motors	2006	10/01/2022	$45,000	
$45,000	
	
450 Heritage Landing Pky St. Augustine FL 32092		
Non combustible	
10/01/2023			

Schedule Items Effective As of: 10/01/2022
Property Schedule
Heritage Landing Community Development District

Policy No.:	100122628
Agent:	Egis Insurance Advisors LLC (Boca Raton, FL)

Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

22	Fun Swimming Pool		2005	10/01/2022	$246,500	
$246,500	
	370 Heritage Landing Pky St. Augustine FL 32092		Below ground liquid storage tank / pool	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

23	Metal Shed		2004	10/01/2022	$5,500	
$5,500	
	450 Heritage Landing Pky St. Augustine FL 32092		
Non combustible	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

24	3500 ft. Vinyl Fence		2012	10/01/2022	$40,000	
$40,000	
	Easement between Juniper & Blue Springs Ct. St. Augustine FL 32092	
Non combustible	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

25	Shade Structure over Totlot		2014	10/01/2022	$8,500	
$8,500	
	370 Heritage Landing Pky St. Augustine FL 32092		
Property in the Open	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

26	2 Pool Lifts @ $6,000 each		2013	10/01/2022	$12,000	
$12,000	
	370 Heritage Landing Pky St. Augustine FL 32092		
Non combustible	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

27	Shade Structure over picnic pavilion	2014	10/01/2022	$3,200	
$3,200	
	370 Heritage Landing Pky St. Augustine FL 32092		
Property in the Open	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

28	Picnic tables & Benches at Picnic Pavilion	2014	10/01/2022	$4,000	
$4,000	
	
370 Heritage Landing Pky St. Augustine FL 32092		
Property in the Open	
10/01/2023			

Schedule Items Effective As of: 10/01/2022
Property Schedule
Heritage Landing Community Development District

Policy No.:	100122628
Agent:	Egis Insurance Advisors LLC (Boca Raton, FL)

Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

30	Furniture and Equipment at the lap pool
370 Heritage Landing Pky St. Augustine FL 32092	2014	10/01/2022	$75,000	
$75,000	
		
Property in the Open	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

31	Furniture and Equipment at the Fun Pool
370 Heritage Landing Pky St. Augustine FL 32092	2014	10/01/2022	$75,000	
$75,000	
		
Property in the Open	
10/01/2023			
							
Unit #	Description Address	Year Built	Eff. Date	Building Value	Total Insured Value	
		Const Type	Term Date	Contents Value		
	Roof Shape	Roof Pitch		Roof Covering	Covering Replaced	Roof Yr Blt	

32	Dumpster Enclosure

370 Heritage Landing Pky St. Augustine FL 32092	2005	10/01/2022	$15,000	
$15,000	
		
Masonry non combustible	
10/01/2023			
							
	Total:	Building Value
$4,040,313	Contents Value
$325,000	Insured Value
$4,365,313	

Schedule Items Effective As of: 10/01/2022
Inland Marine Schedule

Policy No.:	100122628

Heritage Landing Community Development District

Agent:	Egis Insurance Advisors LLC (Boca Raton, FL)

Item #	Department	Serial Number	Classification Code	Eff. Date	Value	Deductible	
	Description			Term Date			

1		
1M0HPXGSHAM09015
5	
Mobile equipment	10/01/2022	
$8,845	
$1,000	
	2010 John Deere HPX Gas Green & Yellow Utility Vehicle						
				10/01/2023			

2		
16VAX1217E3A09724	
Mobile equipment	10/01/2022	
$1,200	
$1,000	
	6x10 Utility Trailer			10/01/2023			

3			
Other inland marine	10/01/2022	
$63,500	
$1,000	
	Pool Lights			10/01/2023			

4			
Mobile equipment	10/01/2022	
$40,000	
$1,000	
	Access and Security System			10/01/2023			

5			
Other inland marine	10/01/2022	
$100,000	
$1,000	
	Street Signs (Max $15,000 Per Item)			10/01/2023			
	Total	$213,545		

Tab 4

Quality Site Assessment
Prepared for: Heritage Landing @ WGV

General Information

DATE:	Wednesday, Oct 05, 2022	
NEXT QSA DATE:	Monday, Jan 02, 2023	
CLIENT ATTENDEES:	Melissa Dobbins, Lourens Erasmus	
BRIGHTVIEW ATTENDEES:	Dominic Tirado	

Customer Focus Areas

Turf health, Annuals, Weed control, Plant Health

 4 

 3 

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

 1 

We have sprayed all weeds

and trim back wood line
on Silver Glen to control the weed population inside the saw
palmetto’s and Fakahatchee grass.

 2 

Sunshine ligustrum located

on swallowtail we’re doing much better after cutting back oak tree, canopies and crêpe myrtles to allow sunlight to filter
through. We will continue to monitor the progress of the sunshine ligustrum in the coming
months.

 3 

There were weeds coming through bushes and shrub

bed just before the roundabout
, these will be hand pulled on the next rotation of maintenance
throughout the property.

 4 

We will be replacing the dead turf across from

Flower Street off of Silver Glen in the median in the next two weeks .

Maintenance Items

 1 

 2 

 4 

 3 

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

 1 

Overall turf health throughout, the

community
was satisfactory at the time of inspection. Fertilizer and
pre-emergences Have been applied to promote healthy growth and weed free turf throughout the community.

 2 

Overall weed control throughout the property

was satisfactory at the time of inspection. Any weeds present will be sprayed on the next rotation of maintenance throughout that section of the property.

 3 

Overall trimming throughout, the

community
was satisfactory at the time of inspection. The crew is on a three week rotation, trimming shrubs and bushes to control, desired shape, and size.

 4 

Annual fall flowers will be installed tomorrow,

October 6. We will be installing begonias and mix salvia.

Notes to Owner / Client

 1 

 2 

 4 

 3 

QUALITY SITE ASSESSMENT
Heritage Landing @ WGV

 1 

Liriope are scheduled to be

cut back during the month of November

 2 

The trimming at swallowtail

has been completed we have trimmed and cut back sunshine ligustrum, Jack Frost,
and re-shaped all plant material
at this location.

 3 

Trimming was needed at the lift station to the right

of the legacy entrance. This work will be completed on the next rotation of maintenance at this section of the property.

 4 

There were some suckers on the Crape myrtles at

the front of the property this will
be taken care of on the next rotation of maintenance throughout the section of the property.

Completed Items

 1 

 2 

Tab 5

August 10, 2022
Page 1 of 2

Proposal for Extra Work at 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	8/10/22 - Heritage Landing - Pine straw installation on Sliver Glen
Installation of Pine Straw on Silver Glen along wood line to refresh and enhance the area
Scope of Work	

QTY	
UoM/Size	
Material/Description	
Total	
Silver Glen - Pine Straw Installation	$1,976.53

1.00	LUMP SUM

Mobilization of crew , Delivery of materials , Disposal of any generated debris , & Clean up

160.00	EACH

Pine Straw Bales installed along right side of the wood line on Silver Glen

For internal use only			
SO#	7893186		
JOB#	460802023			
Service Line	130	Total Price	$1,976.53	
THIS IS NOT AN INVOICE
This proposal is valid for thirty (30) days unless otherwise approved by Contractor's Senior Vice President
2270 Dobbs Rd, St Augustine, FL 32086 ph. fax

August 10, 2022
Page 2 of 2

Tab 6

Proposal for Extra Work at Heritage Landing @ WGV

August 04, 2022
Page 1 of 2

Property Name	Heritage Landing @ WGV	Contact	Melissa Dobbins Property Address	370 Heritage Landing Pkwy	To	Heritage Landing CDD
St Augustine, FL 32092	Billing Address	c/o Rizzetta and Company Inc 3434
Colwell Ave Ste 200 Tampa, FL 33614
Project Name	8/4/22- Heritage Landing - Enhancement Inside pool area just beyond front gate-Left & Right walkway Project Description	Tear out all existing Liriope & Jack frost - Installing Gold Mound Duranta &
Blue-my-mind
Scope of Work

QTY	UoM/Size	Material/Description	Total

Walkway inside pool area just beyond gate left & right sides	$2,239.36

1.00	LUMP SUM	Mobilization of crew , delivery of materials , Disposal of generated debris & Clean up	

1.00	
LUMP SUM	Tear out all existing plant materials on left & right side of walkway / Failing Jack frost & Liriope	

6.00	
EACH	Gold Mound Duranta 3gallon installed replacing Jack frost in row leaving room in front for install of row of Blu-my- mind -( Left side Facing Pool )	
19.00	EACH	Blue-my-mind 1gallon installed in row in front of Duranta	
4.00	EACH	Hawaiian Thai 3gallon installed on each end of new shrub bed	

10.00	
EACH	Gold Mound Duranta 3gallon installed replacing Jack frost in row leaving room in front for install of row of Blu-my- mind -( Left side Facing Pool )	
22.00	EACH	Blue-my-mind 1gallon installed in row in front of Duranta	

4.00	
EACH	Hawaiian Thai 3gallon installed on each end of new shrub bed	
10.00	BAG	Gold Cypress Mulch 3cubic installed to refresh both side of walkway after new install	

1.00	LUMP SUM

Irrigation technician labor to add or adjust heads to ensure survival of new plant material after install

For internal use only			
SO#	7888049		
JOB#	460802023			
Service Line	130	Total Price	$2,239.36	
THIS IS NOT AN INVOICE
This proposal is valid for thirty (30) days unless otherwise approved by Contractor's Senior Vice President
2270 Dobbs Rd, St Augustine, FL 32086 ph. fax

August 04, 2022
Page 2 of 2

Tab 7

August 03, 2022
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 Inc 3434
Colwell Ave Ste 200 Tampa, FL 33614	
Project Name Project Description	8/3/22 - Heritage Landing - Enhancement of Walkway going into Amenity Center
Enhancement of Amenity Center walkway - Tear out existing Iris install new colorful plant material
Scope of Work	

QTY	
UoM/Size	
Material/Description	
Amenity Center Walkway Leading To Pool

1.00	LUMP SUM	Mobilization of crew , Delivery of materials , Disposal of generated debris , and Clean up	

1.00	
LUMP SUM	Tear out all existing Iris on both sides of sidewalk leading to Amenity Center Pool Area	
11.00	EACH	Gold Mound 3gallon installed in row along walkway- left side / Leaving room in front for row of Blue-my-mind	
		Blue-my-mind 1gallon installed in front of Gold Mound left	
27.00	EACH	side of walkway grouping a few at beginning corner of walkway	
30.00	BAG	Gold Cypress mulch 3cubic installed refreshing shrub bed after install - Left & Right side of walkway	

3.00	
EACH	Hawaiian Thai 3gallon installed at corner of walkway closest to gate	
7.00	EACH	Gold Mound 3gallon installed in a row along right side of walkway leaving room for row of Blue-my-mind	
		Blue-my-mind 1gallon installed in front of Gold Mound left	
14.00	EACH	side of walkway grouping a few at beginning corner of walkway	
3.00	EACH	Hawaiian Thai 3gallon installed at corner of walkway closest to gate	

5.00	
LUMP SUM	Irrigation Technician Labor to add , & or adjust heads to ensure survival of new plant material	

For internal use only			
SO#	7887708		
JOB#	460802023			
Service Line	130	Total Price	$2,335.25	
THIS IS NOT AN INVOICE
This proposal is valid for thirty (30) days unless otherwise approved by Contractor's Senior Vice President
2270 Dobbs Rd, St Augustine, FL 32086 ph. fax

August 03, 2022
Page 2 of 2

Tab 8

August 04, 2022
Page 1 of 2

Proposal for Extra Work at Heritage Landing @ WGV

Property Name	Heritage Landing @ WGV	Contact	Melissa Dobbins Property Address	370 Heritage Landing Pkwy	To	Heritage Landing CDD
St Augustine, FL 32092	Billing Address	c/o Rizzetta and Company Inc 3434
Colwell Ave Ste 200 Tampa, FL 33614

Project Name	8/4/22- Heritage Landing - Enhancement of plants at the Legacy Entrance Sign Project Description	Proposal to installed new plants at the Legacy Entrance Sign
Scope of Work

QTY	UoM/Size	Material/Description	Total

Legacy Entrance Sign - Plant Ehancement & Fill in	$665.89

1.00	LUMP SUM	Mobilization of crew , Delivery of materials , Disposal of generated debris	

4.00	
EACH	Society Garlic 1gallon installed to fill in & replace failing or dead - Two on each side	
1.00	EACH	Blue-my-mind 1gallon installed adding color to shrub bed enhancing the appearance	

1.00	
EACH	Hawaiian Thai 3gallon installed - One on each corner adding color and height to shrub bed	
2.00	EACH	Gold Cypress mulch 3cubic installed to refresh after install of new plants	

HOUR

Irrigation Technician Labor to add , or adjust heads to ensure survival of new plant materials

For internal use only	
SO#	7888135	
JOB#	460802023	
Service Line	130	Total Price	$665.89	
THIS IS NOT AN INVOICE
This proposal is valid for thirty (30) days unless otherwise approved by Contractor's Senior Vice President
2270 Dobbs Rd, St Augustine, FL 32086 ph. fax

August 04, 2022
Page 2 of 2

Tab 9

M&G Holiday Lighting
4845 Belle Terre Pkwy Palm Coast, FL 32164 US
holiday@mgbusinessventures.com

Estimate		
ADDRESS	ESTIMATE	2025	
Heritage Landing - Vesta
370 Heritage Landing Pkwy St. Augustine, FL 32092	DATE	10/04/2022	

DATE	DESCRIPTION	QTY	RATE	AMOUNT	
Holiday Lighting -	Re-install Steak lighting	1	216.00	216.00	
Reinstall	60’ (behind West				
	Wall)				
Holiday Lighting -	Re-install pre lit garland to	1	125.00	125.00	
Reinstall	sign west sign				
Holiday Lighting -	Re-install C7 warm white	1	357.50	357.50	
Reinstall	lighting around entrance				
	signage on the west side				
	(near tower)				
Holiday Lighting -	Re-install 72” pre-lit	1	125.00	125.00	
Reinstall	wreath from Upper cross				
	on tower				
Holiday Lighting -	Re-wrap oak tree trunks	1	285.00	285.00	
Reinstall	up 3 trees 7’ (4” spacing)				
Holiday Lighting -	Re-install 4, 36” pre-lit	1	250.00	250.00	
Reinstall	wreaths to signs				
Holiday Lighting -	Main Entrance Center	1	140.00	140.00	
Reinstall	Median - Re-install steak				
	lights between the				
	landscape bush line 40’				
Holiday Lighting -	Re-install pre-lit garland	1	125.00	125.00	
Reinstall	between columns of wall				
Holiday Lighting -	Re-wrap 3 trunk wraps @	1	285.00	285.00	
Reinstall	7’ (4” spacing)				
Holiday Lighting -	Main Exit - Re-install 2,	1	125.00	125.00	
Reinstall	36” pre-lit wreaths facing				
	the exit				
Holiday Lighting -	Re-wrap 3 trunk wraps @	1	285.00	285.00	
Reinstall	7’ (4” spacing)				
Holiday Lighting -	Re-install steak lights	1	66.50	66.50	
Reinstall	ahead of the shrub at the				
	mulch line				

Holiday Lighting -	Re-wrap 3 trunks (4”	1	285.00	285.00	
Reinstall	wraps) - 1 ahead of the				
	column closest to the road				
	and the other 2 splitting				
	the power box closest to				
	sidewalk				
Holiday Lighting -	CLUBHOUSE - Re-wrap	1	1,375.00	1,375.00	
Reinstall	11 Palms, 15’ up trunk				
	with WW Minis				
Holiday Lighting -	Replacement of Mini	1	674.64	674.64	
Replacement of Lights /	Lights for Trees ON POOL				
Equipment	DECK AT CLUBHOUSE				
Removal	Removal of Lights and	1	750.00	750.00	
	Decor at the end of the				
	season				
Miscellaneous - Wire -	Miscellaneous - Wire -	1	150.00	150.00	
Plugs, Supplies, etc	Plugs, Supplies, etc				
Storage	Storage of Holiday lights	1	150.00	150.00	
	and decor till the next				
	season				
Shipping	Shipping of new product	1	50.00	50.00	
				Subtotal: 5,819.64	
Holiday Lighting - New	Light the clubhouse facing	1	1,727.00	1,727.00	
Install	parking lot C7 WW, facia				
	and gutter line - $1,727.00				
Removal	Removal of Lights and	1	125.00	125.00	
	Decor at the end of the				
	season				
Miscellaneous - Wire -	Miscellaneous - Wire -	1	125.00	125.00	
Plugs, Supplies, etc	Plugs, Supplies, etc				
Storage	Storage of Holiday lights	1	50.00	50.00	
	and decor till the next				
	season				
Shipping	Shipping of new product	1	25.00	25.00	
				Subtotal: 2,052.00	

We will need to access the fenceline when on site and see what that would cost to service, replace, etc. We will have to put that on a separate invoice.

Accepted By Accepted Date

TOTAL

$7,871.64

Tab 10

AGREEMENT BETWEEN HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT AND VESTA PROPERTY SERVICES, INC. FOR AMENITY MANAGEMENT SERVICES

This Agreement for Amenity Management Services (the “Agreement”) is made and entered into as of this 1st day of October, 2022, by and between:

Heritage Landing Community Development District, a local unit of special- purpose government established pursuant to Chapter 190, Florida Statutes, and located in St. Johns County, Florida, with a mailing address of 3434 Colwell Avenue, Suite 200, Tampa, Florida 33614 (“District”); and

Vesta Property Services, Inc., a Florida corporation with offices located at 245 Riverside Avenue, Suite 300, Jacksonville, Florida 32202 (the “Contractor” and, together with the District, the “Parties”).

RECITALS

Whereas, the District is a local unit of special-purpose government established pursuant to and governed by Chapter 190, Florida Statutes; and

Whereas, the District financed, constructed, owns, maintains, and operates a recreation center and associated property that includes a swimming pool, club house, various athletic fields, tennis courts, basketball courts, and other recreational facilities (collectively, the “Facilities”); and

Whereas, the District desires to hire an independent contractor to provide management, oversight, operation, and maintenance of the Facilities; and

Whereas, Contractor has a professional experience, knowledge and training in the management and operation of recreation facilities, including but not limited to aquatic management and field operation maintenance experience, and is willing to provide such management, oversight, operation, and maintenance services to the District in accordance with this Agreement; and

Whereas, the District and Contractor desire to enter into an agreement for the provision of said services as described in this Agreement (the “Services” or the “Scope of Services”).

Now, Therefore, based upon good and valuable consideration and the mutual covenants of the Parties, the receipt and sufficiency of which is hereby acknowledged, the Parties agree as follows:

Incorporation of Recitals.  The recitals stated above are true and correct and by this reference are incorporated as a material part of this Agreement.

Engagement of Services.  The District agrees to engage Contractor to provide the Services. This Agreement grants to Contractor the right to enter and use the Facilities for the

purposes and uses described in this Agreement, and Contractor hereby agrees to comply with all applicable laws, rules, and regulations while performing its obligations under this Agreement.

Scope of Services.

General Scope of Services:

The Services provided by Contractor shall be as set forth in this Agreement. Contractor shall immediately notify the District Manager should it discover any issues or concerns that affect the public’s health, safety and welfare and shall immediately address and correct such concerns. This provision is meant to be exhaustive such that the Contractor shall be directly responsible for all management, operation, and maintenance of the Facilities, whether the department is staffed by Contractor’s employees, District employees, or another third-party contractor.

The General Manager and Amenity Manager shall attend the District’s Board of Supervisors (“Board”) meetings as requested, shall prepare a report and submit it to the District Manager prior to the Board meeting and shall include substantive updates and information, along with budget or operational requests requiring Board action.
The District may not employ or contract with any individual employed by the Contractor under this Agreement if such employment would be a violation of a non-compete agreement between Contractor and its employee.
The District may elect to add additional services, including any necessary litigation support services, to this Agreement upon mutual agreement by the Parties, as confirmed in a written addendum hereto. The District may discontinue all of the Services provided for herein pursuant to the termination provisions set forth herein or discontinue the provision of a portion of the services described herein immediately for cause or upon thirty (30) days written notice without cause, specifying the department or position(s) discontinued, in the District’s sole and absolute discretion.
Should the Contractor generate any revenue associated with running of the District’s facilities, the Contractor shall remit any such revenue derived from income generating services and programs to the District on a monthly basis except as provided for in this Agreement. The Contractor shall keep close accounting of all revenue and expenditures and submit either a P & L or other applicable financial sales tracking reports provided by the point of sale system or other applicable system, to support all monthly sales and revenue sharing arrangements, as may be applicable.
At all times during operation of the Facilities, Contractor shall ensure responsible and proper staffing levels that meet the provisions of law and best practices. The needs of other properties shall not trump the responsible staffing

of the Facilities. Contractor shall not utilize employees hired by Contractor to staff District Facilities at other Contractor properties without the express approval of the District, through its District Manager. Contractor shall not use District employees, if any, District property or any District hardware/facility for any other work not related directly to the District, including any other off-site properties or in support of other Contractor-related businesses. District employees, if any, shall not be utilized for the provision of the Services set forth herein.
Contractor shall ensure at all times there is a manager assigned to on-call duty, including nights and weekends. The individual designated to be on-call or on site for such after-hours time periods shall be communicated to onsite staff working during such time periods or to the District Manager, as applicable. There shall always be management oversight, availability, and communication.

As referenced herein, “normal operating hours” shall be those hours established and posted by the District, as may be amended from time to time.
Contractor hereby acknowledges and agrees that it has or will obtain a background check for all of its employees providing the Services under this Agreement and shall not assign any employee with any criminal history to provide the Services under this Agreement. Contractor shall provide the District with a copy of the background check for any or all employees within 48 hours of the District’s request and Contractor, upon the District’s request, shall provide an affidavit attesting to obtaining and reviewing the background check.

Contractor responsibilities and job descriptions for the Scope of Services are attached hereto at Exhibit A, and incorporated herein by reference. The services set forth in Exhibit A shall be performed by Contractor in addition to all services set forth herein.

If the pool area is closed for a period of time, on any given day during the term of this Agreement (including, but not limited to, during severe weather events, hurricane preparedness, etc.), Contractor agrees it shall not bill for, nor be due payment for, any hours which are not staffed. The parties acknowledge and agree that the foregoing shall apply only for closures that exceed two hours. For closures that last two hours or less, pool attendants shall be assigned to perform work related to cleaning and maintenance of the Facilities (the “Closure Services”) and Contractor shall submit a detailed description of the Closure Services, including a description of the amount of time and number of pool attendants that provided the Closure Services.

COMPENSATION. Vesta to provide

Contractor shall be compensated for providing the Services described in this Agreement and the exhibit attached hereto, in accordance with the following terms:

The Contractor and the District acknowledge that the foregoing chart is the Contractor’s best estimate of the total cost to provide the Services and that the amounts in the chart may not reflect the actual costs of the Services. Contractor is responsible for employing the individuals to provide the Services (the “Staff”) and determining, in its sole discretion, the wages and benefits each member of the Staff will earn (the “Wages and Benefits Amount”).
Contractor shall invoice the District monthly for the Services provided under this Agreement. Contractor shall substantiate invoices by evidence of actual payment and individual employee time records, together with any other documentation the District may reasonably request. Contractor shall provide a reporting of the Wages and Benefits Amount incurred for each Staff member assigned by the Contractor as prepared by the Contractor’s third-party payroll processor. The District shall pay substantiated invoices within thirty (30) days of receipt.
The Contractor and the District acknowledge that the Wages and Benefits Amount includes time for vacations. By way of example, the General Manager will be a full-time employee entitled to vacation time. While the General Manager is on vacation, if the District wants someone to fill that role, the Contractor shall be entitled to compensation, calculated in accordance with this Agreement, for the Staff member providing the replacement services.
The amounts payable to the Contractor shall be computed by multiplying the Wages and Benefits Amount by the fixed amount of
1.30. The amounts payable to the Contractor shall include wages, indirect costs, general and administrative expenses, and profit.
The District shall pay a deposit equal to one month’s worth of budgeted services within 7 days of the start of the contract. This amount will be credited to the final invoice from the Contractor. The deposit amount will be $34,032.00

Contractor acknowledges and agrees that the compensation paid pursuant to this Agreement shall be the District’s total obligation related to the costs, fees, and/or expenses related to employing a Staff member and the District shall not be responsible for any other amounts including, but not limited to, amounts related to any employment claims or disputes that may arise.

Contractor Hiring– Procedures.

The Contractor shall be responsible for the Services, including the recruitment, selection and hiring of the position of the General Manager, Amenity Manager, or any other salaried manager position (the “Manager Position”). For any Manager Position that is not hired at the time of execution of this Contract, upon selection of a candidate to fill a Manager Position, the Contractor shall bring the candidates to the District Manager, providing the resume, background, and list of qualifications of the candidate and proposed offer of employment.

The District Manager shall have no more than 48 hours to review any candidate’s qualifications and job offer, and after such review may file an objection to the retention of the candidate. The District agrees to undertake expeditious review and consideration of such candidate. Only upon approval by the District Manager shall the Contractor complete the hiring process. Any costs associated with hiring (i.e., recruitment, advertising, or relocation expenses) shall be borne by the Contractor as part of the Compensation provided for herein; however, recruiting fees shall be passed through to the District upon approval by the Board that such services are necessary. The District Manager’s approval or rejection of any candidate does not impute a hiring or firing decision for purposes of employment law or other laws or regulations.

The District cannot terminate the Contractor’s employees. However, upon the determination of the District that an employee is not fulfilling his or her assigned duties in a satisfactory manner, the District, through its District Manager, shall confer with the Contractor regarding the failure to provide services in compliance with this Agreement. The Contractor agrees to resolve such issues expeditiously. The District retains its rights to terminate the Contractor for lack of performance and as provided for herein.

General Provisions.

Contractor is an independent contractor. Contractor shall have sole authority as an independent Contractor in dealing with its employees and shall be solely responsible for all necessary insurance payments (including workers’ compensation, as required by Florida law), payroll taxes and other deductions, and the provision of various benefits to its staff. Contractor shall be liable for the performance, or lack thereof, of employees of the District, of Contractor’s employees and contractors, licensees, lessees, and vendors that are within the Contractor’s control. Contractor shall solely be responsible for oversight, control, direction, and management of all personnel providing services of functions at the District and shall defend, hold the District harmless and indemnify the District against any employment or other related claims arising from the same. This

provision is meant to be exhaustive such that any claims related to the provision of the Services arise, Contractor shall defend, hold the District harmless and indemnify the District and Contractor has been paid for its services in consideration of the Services and the indemnification provisions provided for in this Agreement. Notwithstanding the foregoing, this provision shall not apply to any individual or entity that is not a Contractor employee or sub-contractor.

Contractor shall promptly respond to all emergencies or significant problems related to the Facilities and shall report to the District all known problems related to the Facilities in compliance with the District’s adopted policies, rules, and procedures. Contractor shall ensure a safety plan and associated communication plan is developed and employees are properly trained on the same.

Contractor shall provide Vesta-branded uniforms and appropriate training to all personnel providing the Services.
Costs incurred by Contractor due to emergencies or at the written direction of the District shall be reimbursed to Contractor at cost. Such reimbursements shall be paid only in accordance with receipts for such costs provided to the District by Contractor.

The Parties agree that the Facilities shall be operated and maintained for a public purpose, and that any monies generated from the operation of the Facilities shall be remitted to the District and used to defray the public expense associated with operating and maintaining the Facilities consistent with any revenue sharing contemplated by the terms of this Agreement. The Contractor shall operate in a way that maintains the District’s tax-exempt status. The District agrees to pay any applicable ad valorem taxes, except that the Contractor shall be responsible for payment of ad valorem taxes to the extent that the Facilities are made subject to ad valorem taxation as a result of the Contractor’s failure to abide by the terms of this Agreement or the Districts’ rules or policies.

Procurement Procedures by Contractor Manager. Contractor shall have
the authority to make payment directly to vendors for emergency or non-recurring purchases using a District-issued debit card (“Debit Card”) as described in this section. All of Contractor’s expenditures shall be in accordance with the District’s rules of procedure and Florida law. The District shall provide to Contractor one Debit Card with a limit of One Thousand Five Hundred Dollars ($1,500) for the General Manager. The General Manager, on behalf of Contractor, shall be the only individual authorized to use the Debit Card and shall execute and abide by the District’s Agreement Regarding Use of District-Issued Debit Card, the form of which is attached hereto as Exhibit B and incorporated herein by this reference. To the extent feasible, the Contractor shall take all necessary steps to ensure that any Debit Card purchases are made on a tax-exempt basis. The District shall not replenish the Debit Card until provided with a full accounting, including copies of any receipts, for any monies the Contractor spent. Any purchases pursuant to this section that would require spending in excess of the applicable line-item amounts set forth in the annual operations and maintenance budget adopted by the District’s Board and as may be amended from

time to time (“O&M Budget”) shall require prior approval from the Board. The Contractor shall be responsible for reimbursing the District for any Debit Card purchases that are not supported by appropriate receipts, or other proof of payment mutually agreed upon by the Parties, or that are not approved as part of the O&M Budget or by the Board (“Reimbursement Amount”) as well as any fees or penalties incurred as a result of such purchases. The Contractor shall pay the District an additional fee in the amount of ten (10) percent of the Reimbursement Amount in the event Contractor fails to reimburse the District within fifteen (15) days of receipt of notice from the District of unsupported Debit Card charges.

Revenues for Facilities Programming.  The Parties acknowledge and agree that there is an expectation that the Contractor will have the opportunity to share in the revenue generated from certain Contractor-provided programs.

Programming is considered as personalized instruction or activity, individually or to a group, where monetary compensation is provided in exchange for services by participants. Programming includes all recreational and sports leagues for either adults or children, including but not limited to swim lessons, soccer, football and basketball leagues, tennis, personal training, group fitness classes and summer camp. Vesta’s responsibilities include program design, promotion, and administration, as well as program scheduling, registration, payment collection, staffing, vetting of 3rd party vendors, etc. Programs shall be age- and facility- appropriate and consistent with district policies.
Recreation, sports, and other programs shall be reasonably priced to maximize patron participation. The participants of these programs shall be charged directly by Contractor (Vesta), and ten percent (10%) of all program revenues received by Vesta shall be remitted to the District. The sharing of revenues contemplated in this paragraph is conditioned upon

Care of the Property. Contractor shall use all due care to protect the property of the District, authorized users, landowners, and authorized guests from damage by Contractor or its employees or agents. Contractor agrees to initiate the repair process for any damage resulting from fault of the Contractor within twenty-four (24) hours. Any such repairs shall be at Contractor’s sole expense, unless otherwise agreed, in writing, by the District.

Compliance with Governmental Regulations.  In providing the Services, Contractor shall take any action necessary to promptly comply with any and all orders or requirements affecting the Facilities placed thereon by any governmental authority having jurisdiction. This includes Department of Health, Department of Business and Professional Regulation, Department of Environmental Protection or any other local or state agency having jurisdiction. Contractor shall comply with all employment related laws and best practices. However, Contractor shall not take any action under this paragraph if the District is contesting or has affirmed its intention to contest any such order or requirement. Contractor shall promptly and in no event within more than seventy-two (72) hours notify the District in writing of all such orders or requirements.

INVESTIGATION AND REPORT OF ACCIDENTS/CLAIMS. Contractor shall promptly and in no event more than 48 hours provide a written report as to all accidents, injuries or claims for damage relating to the Facilities or related to the Services, including any damage or destruction of property, and shall cooperate and make any and all reports required by any insurance company, law enforcement agency or the District in connection therewith, unless the Board expressly directs Contractor otherwise, in writing. To the extent the accident, injury or claim is the result of a natural disaster, Contractor shall provide such services as soon as reasonably possible, which may exceed the 48-hour timeframe set forth in the prior sentence. The District may adopt policies requiring more stringent reporting requirements of Contractor, which later adopted policies shall control; this paragraph is intended to set forth minimum standards.

TERMINATION. The District shall have the right to terminate this Agreement at any time upon written notice to Contractor due to Contractor’s failure to perform in accordance with the terms of this Agreement, or upon thirty (30) days’ written notice without cause and for any reason whatsoever. Contractor shall have the right to terminate this Agreement upon ninety (90) days’ written notice to the District stating a failure of the District to perform in accordance with the terms of this Agreement; provided, however, that the District shall be provided a reasonable opportunity to cure any failure under this Agreement. In the event either party terminates this Agreement, Contractor agrees to accept the balance due and owing to it at the effective date of termination for the work performed up to that date as sole means of recovery hereunder, subject to any offsets the District may have against Contractor.

Insurance.

Contractor shall maintain throughout the term of this Agreement the following insurance at the Contractor’s expense:
Workers Compensation - statutory limits
General liability insurance with the following limits:
$2,000,000	General Aggregate
$1,000,000	Products/Completed
Operations
$1,000,000	Personal & Advertising
Injury
$1,000,000	Each Occurrence
Comprehensive automobile liability insurance for all vehicles used by the Contractor or Clubhouse Manager with respect to the operation of the Facilities whether non-owned or hired, with a combined single limit of
$1,000,000.
Employer’s Liability Coverage with limits of $250,000.
Professional liability coverage in the amount of $1,000,000.
Excess  (Umbrella)  liability  insurance with  limits  of  not less  than
$5,000,000.

Insurance obtained by Contractor shall be primary and noncontributory with respect to insurance outlined above. All such policies shall be issued by insurance companies licensed to do business in the state of Florida. The District, its Board

members, the District Manager, District Counsel, and District Engineer, officers, and employees shall be listed as additional insureds on each such policy, and no policy may be canceled during the term of this Agreement without at least thirty
(30) days written notice to the District. An insurance certificate evidencing compliance with this paragraph shall be sent to the District prior to the commencement of any performance under this Agreement. No policy may be canceled during the term of this Agreement.

Indemnification.

Obligations under this paragraph shall include the payment of all settlements, judgments, damages, liquidated damages, penalties, forfeitures, back pay awards, court costs, arbitration and/or mediation costs, litigation expenses, attorney fees and paralegal fees (incurred in court, out of court, on appeal, or in bankruptcy proceedings) as ordered.

Contractor will defend, indemnify, save and hold the District, and its supervisors, officers, employees, professional staff, and assigns (the “District Indemnitees”) harmless from all loss, damage, injury or any other claims, including all judgments, liens, liabilities, debts and obligations resulting from the acts or omissions of Contractor's officers, directors, agents, assigns, employees or those over which Contractor has control pursuant to this Agreement. There is no limitation to this provision, it shall include but is not limited to, compliance with all laws, rules, regulations, permits and requirements of law, employment related claims, damages arising from any act or omission related to any of the aforementioned persons, or other claims arising from the Services.
To the extent permitted under law, and without waiving limits of sovereign immunity, the District agrees to indemnify and hold the Contractor harmless from all loss, damage, injury or any other claims, including all judgments, liens, liabilities, debts and obligations resulting from the grossly negligent acts or omissions of District's officers.
The indemnification rights herein contained shall be cumulative of, and in addition to, any and all rights, remedies, and recourse to which the District shall be entitled, whether pursuant to some other provision of this Agreement, at law, or in equity. The provisions of this Section 13 shall survive the termination or expiration of this Agreement.

Default and Protection Against Third Party Interference.  A default
by either party under this Agreement shall entitle the other to all remedies available at law or in equity, which may include, but not be limited to, the right of damages, injunctive relief, and/or specific performance. The District shall be solely responsible for enforcing its rights under this Agreement against any interfering third party. Nothing contained herein shall limit or impair the District’s right to protect its rights from interference by a third party to this Agreement.

ENFORCEMENT OF AGREEMENT. In the event that either the District or Contractor is required to enforce this Agreement by court proceedings or otherwise, then the prevailing party shall be entitled to recover all fees and costs incurred, including reasonable attorneys’ fees and costs for trial, alternative dispute resolution, or appellate proceedings. The provisions of this Section 15 shall survive termination of this Agreement.

ENTIRE AGREEMENT. This instrument shall constitute the final and complete expression of the agreement between the Parties hereto relating to the subject matter of this Agreement.

AMENDMENTS. Amendments to and waivers of the provisions contained in this Agreement may be made only by an instrument in writing which is executed by both Parties hereto.

AUTHORIZATION. The execution of this Agreement has been duly authorized by the appropriate body or official of both Parties hereto, both Parties have complied with all the requirements of law, and both Parties have full power and authority to comply with the terms and provisions of this Agreement.

NOTICES. All notices, requests, consents, and other communications under this Agreement (“Notice” or “Notices”) shall be in writing and shall be delivered, mailed by Overnight Delivery or First-Class Mail, postage prepaid, to the Parties, as follows:

If to Contractor:	Vesta Property Services, Inc.
245 Riverside Avenue, Suite 300
Jacksonville, FL 32202
Attn:	

If to District:	Heritage Landing Community Development District
3434 Colwell Avenue, Suite 200
Tampa, Florida 33614 Attn: District Manager

With a copy to:    Kutak Rock LLP
107 West College Avenue Tallahassee, Florida 32301 Attn: District Counsel

Except as otherwise provided in this Agreement, any Notice shall be deemed received only upon actual delivery at the address set forth above. Notices delivered after 5:00 p.m. (at the place of delivery) or on a non-business day, shall be deemed received on the next business day. If any time for giving Notice contained in this Agreement would otherwise expire on a non-business day, the Notice period shall be extended to the next succeeding business day. Saturdays, Sundays, and legal holidays recognized by the United States government shall not be regarded as business days. Counsel for the District and counsel for Contractor may deliver Notice on behalf of the District and Contractor. Any party or other person to whom Notices are to be sent or copied may notify

the other Parties and addressees of any change in name or address to which Notices shall be sent by providing the same on five (5) days’ written notice to the Parties and addressees set forth herein.

Third  Party  Beneficiaries.  This Agreement is solely for the benefit of the Parties hereto, and no right or cause of action shall accrue upon or by reason of or for the benefit of any third party not a formal party to this Agreement. Nothing in this Agreement expressed or implied is intended or shall be construed to confer upon any person or corporation or other entity other than the Parties hereto any right, remedy, or claim under or by reason of this Agreement or any of the provisions or conditions of this Agreement; and all of the provisions, representations, covenants, and conditions contained in this Agreement shall inure to the sole benefit of and shall be binding upon the District and Contractor and their respective representatives, successors, and assigns.

ASSIGNMENT. Neither the District nor Contractor may assign this Agreement or any monies to become due hereunder without the prior written approval of the other. Any purported assignment without such written approval is void.

Controlling Law and Venue. This Agreement and the provisions contained in this Agreement shall be construed, interpreted, and controlled according to the laws of the State of Florida. The Parties agree that venue for any action arising hereunder shall be in a court of appropriate jurisdiction in St. Johns County, Florida.

EFFECTIVE DATE. This Agreement shall be effective as of October 1, 2022 and after execution by both the District and Contractor and shall remain in effect until 11:59 p.m. on September 30, 2026, unless terminated or renewed in accordance with the provisions herein.

COMPLIANCE WITH PUBLIC RECORDS LAWS. Contractor understands and agrees that all documents of any kind provided to the District in connection with this Agreement may be public records, and, accordingly, Contractor agrees to comply with all applicable provisions of Florida law in handling such records, including but not limited to Section 119.0701, Florida Statutes. Contractor acknowledges that the designated public records custodian for the District is RIZZETTA & COMPANY, INC. (“Public Records Custodian”). Among other requirements and to the extent applicable by law, the Contractor shall 1) keep and maintain public records required by the District to perform the service; 2) upon request by the Public Records Custodian, provide the District with the requested public records or allow the records to be inspected or copied within a reasonable time period at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes; 3) ensure that public records which are exempt or confidential, and exempt from public records disclosure requirements, are not disclosed except as authorized by law for the duration of the contract term and following the contract term if the Contractor does not transfer the records to the Public Records Custodian of the District; and 4) upon completion of the contract, transfer to the District, at no cost, all public records in Contractor’s possession or, alternatively, keep, maintain and meet all applicable requirements for retaining public records pursuant to Florida laws. When such public records are transferred by the Contractor, the Contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the District in a format that is compatible with Microsoft Word or Adobe PDF formats.

IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, RIZZETTA & COMPANY, INC., AT (813) 533-2950, OR BY EMAIL AT INFO@RIZZETTA.COM, OR AT 3434 COLWELL AVE., SUITE 200, TAMPA, FLORIDA 33614.
SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Agreement shall not affect the validity or enforceability of the remaining portions of this Agreement or any part of this Agreement not held to be invalid or unenforceable.

Headings for Convenience Only.  The descriptive headings in this Agreement are for convenience only and shall not control or affect the meaning or construction of any of the provisions of this Agreement.

COUNTERPARTS. This Agreement may be executed in any number of counterparts, each of which when executed and delivered shall be an original; however, all such counterparts together shall constitute but one and the same instrument.

Negotiation  at  Arm’s  Length.  This Agreement has been negotiated fully between the Parties as an arm’s length transaction. The Parties participated fully in the preparation of this Agreement and received, or had the opportunity to receive, the advice of counsel. In the case of a dispute concerning the interpretation of any provision of this Agreement, all Parties are deemed to have drafted, chosen, and selected the language, and the doubtful language will not be interpreted or construed against any party.

Limitations on Governmental Liability.  Nothing in this Agreement shall be deemed as a waiver of immunity or limits of liability of the District beyond any statutory limited waiver of immunity or limits of liability which may have been adopted by the Florida Legislature in section 768.28, Florida Statutes, or other statute or law, and nothing in this Agreement shall inure to the benefit of any third party for the purpose of allowing any claim which would otherwise be barred under the Doctrine of Sovereign Immunity or by operation of law.

Independent  Contractor.  In all matters relating to this Agreement, the Contractor shall be acting as an independent contractor. Neither the Contractor nor employees of the Contractor, if there are any, are employees of the District under the meaning or application of any Federal or State Unemployment or Insurance Laws or Old Age Laws or otherwise. The Contractor agrees to assume all liabilities or obligations imposed by any one or more of such laws with respect to employees of the Contractor, if there are any, in the performance of this Agreement. The Contractor shall not have any authority to assume or create any obligation, express or implied, on behalf of the District and the Contractor shall have no authority to represent the District as an agent, employee, or in any other capacity, unless otherwise set forth in this Agreement.

E-VERIFY REQUIREMENTS. The Contractor shall comply with and perform all applicable provisions of Section 448.095, Florida Statutes. Accordingly, to the extent required by Florida Statute, Contractor shall register with and use the United States Department of Homeland Security’s E-Verify system to verify the work authorization status of all newly hired employees. The District may terminate this Agreement immediately for cause if there is a good faith belief that the Contractor has knowingly violated Section 448.091, Florida Statutes.

If the Contractor anticipates entering into agreements with a subcontractor for the Work, Contractor will not enter into the subcontractor agreement without first receiving an affidavit from the subcontractor regarding compliance with Section 448.095, Florida Statutes, and stating that the subcontractor does not employ, contract with, or subcontract with an unauthorized alien. Contractor shall maintain a copy of such affidavit for the duration of the agreement and provide a copy to the District upon request.

In the event that the District has a good faith belief that a subcontractor has knowingly violated Section 448.095, Florida Statutes, but the Contractor has otherwise complied with its obligations hereunder, the District shall promptly notify the Contractor. The Contractor agrees to immediately terminate the agreement with the subcontractor upon notice from the District. Further, absent such notification from the District, the Contractor or any subcontractor who has a good faith belief that a person or entity with which it is contracting has knowingly violated s. 448.09(1), Florida Statutes, shall promptly terminate its agreement with such person or entity.

By entering into this Agreement, the Contractor represents that no public employer has terminated a contract with the Contractor under Section 448.095(2)(c), Florida Statutes, within the year immediately preceding the date of this Agreement.

(SIGNATURES APPEAR ON FOLLOWING PAGE)

IN WITNESS WHEREOF, the Parties execute this Agreement between Heritage Landing Community Development District and Vesta Property Services, Inc. for Amenity Management Services the day and year first written above.

Attest:

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

			
Secretary/Assistant Secretary		Chairman/Vice Chair, Board of Supervisors	
		VESTA PROPERTY SERVICES, INC.	

By: 	
Witness	Print: 		 Its: 	

Print Name of Witness

Exhibit A: Scope of Services Job Descriptions

Exhibit A

Heritage Landing Job Scopes

General Manager
Job Scope Summary: The General Manager provides professional full-time management of the District’s assets and all District-related resident programs and services, and comprehensive leadership of all team members. At Heritage Landing, the General Manager position incorporates general management of the contract and direct management of field operations and facility and pool maintenance. The General Manager maintains direct reporting to the CDD and District Management of all aspects of amenity and field operations. The General Manager shall propose repairs and capital improvements to maximize the value and benefits of the District’s property and provide the oversight that maximizes the services and programs that will encourage residents to fully enjoy the amenities available to them. The General Manager shall also recommend adjustments to the annual budget to strengthen the District’s position and extend the value of the District’s assets.
Routine Duties:
General Management:

a.
b.

c.

d.	Understand and carry out the terms and conditions of the Management Contract.
Identify Action Items and analyze the advantages and disadvantages of various solutions to problems and make informed recommendations to the Board of Directors.
Implement standard operating procedures that are consistent with the industry. Interface regularly with internal customers and external vendors and clients.
Work closely with the Amenity Manager in the design and execution of events and communications, and in the consistent performance and improvement of administrative
duties.	
e.
f.

g.

h.	Manage all contractors and vendors that perform work for the District.
Interact with all professionals and contractors to find new and improved ways of performing duties and service processes.
Respond to emails from vendors, board members, residents, etc. and answer where appropriate.
Meet daily with the Amenity Manager regarding the day’s tasks and administrative
duties.	
i.

j.	Discuss all events, resident programs, resident concerns, vendor relations, employee issues, internal processes, etc.
Develop and maintain an effective, ongoing resident relations plan; implement initiatives; and maintain an operating environment to achieve a superior level of
resident services.	
k.
l.
m.	Work closely with the District Manager on district issues.
Work closely with Vesta to ensure that all contract requirements are met. Research board-driven initiatives.	
n.

o.	Coordinate activities with corporate support staff, including Human Resources and Accounting.
Implement an EAP for the facility and review the EAP with staff quarterly.	
	15	
4863-4498-6675.2		

p. Implement a detailed storm response for major storms and hurricanes. The General Manager will be the point of contact between emergency services, landscapers, and other vendors that will possibly be needed. The GM will communicate closely with the District Manager, Board of Directors and maintenance staff on any reported or observed damages.
Field Operations & Maintenance:

a.	Inspect the community and make common-area maintenance recommendations.	
b.	Oversee all ongoing maintenance projects.	
c.	Continuously look for possible improvements, repairs, or replacements that need to be	
	made across the District’s property.	
d.	Perform repairs or replacements where needed.	
e.	Assist the maintenance manager in any and all duties that need an extra hand.	
f.	Perform cleaning, water chemistry and equipment inspections or repairs.	
g.	Walk the amenity center and pool deck to ensure everything is in order and take action	
	to make repairs or ensure facility cleanliness.	
h.	Meet with the maintenance manager daily to review immediate needs and schedule	
	work for long-term projects.	
i.	During certain times of the year, the GM blows off the parking lot, tennis courts, pool	
	deck, if needed.	
j.	Help with pool cleaning and water chemistry after storms.	
k.	Work on any maintenance issues or emergencies that come up during the day.	
l.	Provide close oversight of the landscaper, pond company, fire system, HVAC, gym	
	maintenance, and other District contractors.	
m.	Assist with pressure washing during the winter.	
Monthly Duties:
Prepare for, attend, and present General Manager's report and Financial Reports, and provide a summary of Action Items from each meeting to every supervisor.
Review and process all Vendors billing.
Work closely with contractors, board members, District Counsel and District Manager in contract negotiations.
Annual/Seasonal Duties:
Develop and submit annual budget(s), and provide thorough analysis to support all recommendations for the repair or improvement of the District’s assets.
Renew 49 rental agreements for the District’s RV and Boat Storage Facility.

Heritage Landing Job Scopes

Amenity Manager
Job Scope Summary: The Amenity Manager maintains daily operations of the amenity and recreational facilities and works to provide residents the opportunity to enjoyment of the amenity facilities to their fullest every time they visit. The Amenity Manager is responsible for ensuring the policies of the amenity facilities are equally and consistently enforced to allow a diverse population to peacefully enjoy the amenities. The Amenity Manager keeps open lines of communication with the CDD Board and District Manager regarding all activities, incidents, and trends at the amenity center.
Routine Duties:

a.	Act as an ambassador of the community on behalf of the District.	
b.	Provide a warm, welcoming atmosphere for our current and future residents and staff.	
c.	Monitor cleanliness of clubhouse and facilities through checklists and reviews.	
d.	Oversee general day-to-day operations.	
e.	Act as a leader with a strong sense of purpose and responsiveness.	
f.	Engage with residents and staff and be a community builder.	
g.	File and retrieve records and correspondence as needed for Corporate and District.	
h.	Hire and train staff and attendants.	
i.	Schedule facility and event attendants.	
j.	Schedule extra staff for area rentals.	
k.	Provide general oversight of District and lifestyle vendors.	
l.	File and retrieve records and correspondence as needed for research.	
m.	Always maintain a spotless appearance of the amenities.	
n.	Schedule events and rentals and ensure against any calendar conflicts.	
o.	Create and monitor four large events each year.	
p.	Create and execute other smaller events that are requested and approved by The Board.	
q.	Create event flyers, hard-copy and online sign-ups, event budgets, communicate with	
	residents, vendors, staff, and execute events.	
r.	Assist with budgeting and budget planning.	
s.	Make recommendations to amend the District Amenity Facility Policies.	
t.	Ensure that the Amenity Facility Policies are being enforced to protect the CDD from any	
	liability.	
u.	Provide communications to the community through e-blasts, website, bulletin board, and	
	marquee.	
v.	Purchase and supply all cleaning and office supplies.	
w.	Receive deliveries when assigned.	
x.	Perform other related duties as required.	
Monthly Duties:
Prepare for, attend, and present Manager's Reports and Financial Reports at every CDD meeting, and present a list of action items from each meeting to each supervisor so staff and supervisors are up to date with all activities and projects.
Create office staff schedules using availability charts from every employee.

Communicate with program directors and vendors.
Perform payroll for all onsite staff and ensure all allocations are correct.
Work closely with corporate accounting department in regards to billing and invoicing.
Have a close relationship with HR about hiring, terminations, corrective actions, if any, and training of employees.
Annual/Seasonal Duties:
Hire up to 30 new attendants and lifeguards for seasonal positions.
Train new seasonal staff.
Update all program contracts with new insurance and contract terms.
Provide revenue share documents to The District on a quarterly basis.
Communicate with summer program vendors.
Work with YMCA to provide summer camp. Assist residents who want to sign up for camp or who have any questions about camp.

Heritage Landing Job Scopes Full-Time Maintenance and Pool Technician
Job Scope Summary: This position performs all routine maintenance of all District property and is responsible for the consistent maintenance and safety of all recreational bodies of water. This position also manages support maintenance staff.
Routine Duties:
Walk the property to check for trash or property damage
Unlock the facility restrooms
Take pool chemistry readings and make adjustments to pool chemicals where needed (early morning and after lunch) to ensure correct chemistry and clarity of pool water.
Regularly test pool water for pH; chlorine; presence of bacteria, algae, or contaminants; and other data. Note that testing by any other staff shall not substitute for Pool Technician’s obligation to regularly test for proper chemical levels.
Check and log chemical inventory and alert management when supplies are needed.
Treat drain stains and introduce Phosphate treatments as needed (report extraordinary chemical needs/usages to Field Operations Manager)
Clean pools when needed and inspect equipment in and around pools
Perform pool filter cleanings and equipment maintenance regularly
Maintain daily logs outlining chemical usage, water quality, repairs, and supplies.
Routine QC inspections and checklists for Health Department regulations, including but not limited to:
Check pool water quality and complete appropriate form equivalent to DH Form921 3/98 Swimming Pool Report, as required by Chapter 64E-9.004(13), FAC, each site visit.
Conduct and record necessary tests for proper pool chemicals as required in order maintaining water quality levels within requirements of Chapter 64E-9.004(1)(d).
Monitor the condition of all fencing and adjoining gates and resolve any issues
Blow off pool deck, common areas, parking lots, courts and sidewalks.
Perform any type of cleaning or maintenance in restrooms, gym, common areas, offices, and anywhere on CDD property, as needed.
Meet with GM to update the project list by indicating which projects have been completed, which projects are in progress, and identify repairs that need to be added
Drive property on a daily basis to check for trash and any maintenance issues
Perform highly skilled painting, carpentry, masonry and any other type of maintenance job that is needed.
Schedule and supervise the general maintenance.
Operate hand and power tools used in performing maintenance and repair tasks.
Utilize work methods and procedures, which promote a safe working environment for employees and the public.
Communicate effectively, both verbally and in writing, with staff, vendors, and residents. Follow verbal and written instructions from upper management.
Maintain upkeep of all common area lights and emergency lighting.

Maintain chemical balance at pool and spa, along with upkeep and maintenance of pool equipment.
Perform related duties as assigned by supervisor or manager.

Monthly Duties:

a.	Maintain all maintenance logs, inventory, and inspection records.	
b.	Advise the District of any necessary repairs, cleaning, or replacement items required due to	
	normal wear and tear, “Acts of God,” or vandalism. Such repairs shall be billed separately	
	upon written approval of the District	
c.	Inspect FPL privacy fence and make repairs to panels that have been vandalized or broken.	
d.	Pressure washes all curbs and sidewalks within the amenity center, pool decks and other	
	areas.	
e.	Establish and maintain cooperative and professional working relationships with those	
	individuals and businesses contacted in the course of work.	
f.	Complete monthly inspections of the fire suppression pump and other equipment. The	
	inspection includes an overview of the exterior condition of the building, including paint,	
	stucco, expansion joints, light fixtures, doors, windows, etc.	
g.	Schedule and meet with vendors to do maintenance and repairs of the building.	
h.	Meet regularly with scheduled District vendors i.e., pond, landscaping, etc.	
i.	Provide cleaning and limited maintenance to all exercise equipment.	
j.	Inspect of all HVAC units located in common areas.	

Heritage Landing Job Scopes

Facility Attendant
Job Scope Summary: The Facility Attendant represents the best character of Heritage Landing and plays a vital role in creating a positive, welcoming environment that supports each resident’s highest and best use of the amenities. The Facility Attendant will provide the highest level of service that each Patron needs to complete administrative tasks or to simply enjoy their visit to the gym or pool. With support from management, the Facility Attendant uses policy and diplomacy to nurture a peaceful environment, while also maintaining the facility’s cleanliness and appearance.
Routine Duties:
vv. Cheerfully greet residents, prospective residents, and guests.
ww.	Provide a highly visible, positive presence in and around the facility.
xx. Ensure all guests are registered properly.
yy. Provide tours of the facility to new residents and to prospective buyers.
zz. Tactfully enforce District policies.
aaa.	Swiftly address conflicts or concerns. bbb.		Assist with community special events.
ccc. Complete a wide array of administrative duties such homeowner registrations, area rental reservations, program registrations, answering phones and emails, maintaining office organization, ordering office and janitorial supplies, assisting residents face-to-face with questions or concerns.
ddd.	Provide additional cleaning throughout the facility.
eee.	Collect money from mobile vendors and provide them with a receipt. fff. Put out food truck signage.
ggg.	Update the community marquee when requested by the amenity manager. hhh.	Write reports for incidents, first aid, and injuries.
Provide contact information to the residents for the HOA, Management, and District Management.
jjj. Create youth IDs and record proper identification. Monitor security cameras and respond to situations or alert Management.
kkk.Provide managers with frontline information regarding safety issues, processes, or on-going resident concerns.
lll. Test pool chemicals when needed.

Monthly Duties:

a.	Audit systems to ensure all guests are registered properly.	
b.	Audit Youth ID records to keep current.	
c.	Study continuously all current and newly adopted policies.	
d.	Role play with Amenity Manager to improve conflict resolution.	
e.	Do an inventory check on all supplies and materials needed for cleaning the facility.	
f.	Assist GM in managing the RV lot.	

Annual/Seasonal Duties:
Assist with community special events.
Help decorate the facility and bulletin boards.
Provide assistance to the Swim Team and visiting families during swim meets and address any issues during swim practices.

Heritage Landing Job Scopes

Life Guard/Pool Monitors
Job Scope Summary: The lifeguard and pool monitor assist in the safe operation of the District’s pool slide. Lifeguards provide supervision of the pools and slide during pool slide operation to enforce safe use of these facilities based upon District and Department of Health policies. These positions support the safety of pool patrons and assist with aquatic programs. Work is performed under the general supervision of an aquatics supervisor.
Responsibilities and Duties:
Head Lifeguard/Aquatic Supervisor:

a.	Establish weekly schedule and plan daily work assignments.	
b.	Train and coach employees.	
c.	Inspect staff work performance.	
d.	Demonstrate leadership and provide additional training to staff.	
e.	Communicate effectively with staff.	
f.	Perform duties consistent with the American Red Cross Lifesaving Course.	
g.	Monitor pool-related activities closely throughout shift and identify any safety issues.	
h.	Direct swimmers out of the pool in hazardous conditions.	
i.	Open the pools each day and/or close the pools each evening, when scheduled.	
j.	Monitor weather reports closely to ensure safety of guests.	
k.	Maintain a clean environment in and around the pool.	
l.	Aid patrons when appropriate or necessary.	
m.	Maintain and stay current in American Red Cross Lifesaving certifications through additional	
	training.	
n.	Organize and execute American Learn-to-Swim Programs.	
o.	Direct reporting to management of daily aquatic concerns/issues/happenings.	
p.	Maintain and file all daily weather logs, swimmer logs, Lifeguard end of shift reports, and	
	incident reports.	
Lifeguard:		
mmm. Perform duties consistent with the American Red Cross Lifesaving Course.
nnn.	Open the pool each day and close it down each evening, depending on schedule and hours.
ooo.	Monitor pool-related activities closely throughout shift and identify any safety issues. ppp.	Direct swimmers out of the pool in hazardous conditions.
qqq.	Monitor weather reports closely to ensure safety of guests. rrr. Oversee pool party participants
sss. Maintain a clean environment in and around the pool.
ttt. Provide assistance to patrons when appropriate or necessary. uuu.	Perform cleaning duties during thunder or down time.
Maintain and stay current in American Red Cross Lifesaving Certifications through trainings. www. Administer slide swim test and issue wristbands as needed.

Pool Monitor:
Monitor the top of the pool slide, when open. Actively monitor the pool decks and intervene in any situation that may create a safety issue in or around the pools or anywhere in the amenity center.

Exhibit B
Agreement Regarding Use of District Issued Debit Card

AGREEMENT REGARDING USE OF DISTRICT-ISSUED DEBIT CARD

As the General Manager for the Southaven Community Development District (“District”), and pursuant to that certain Agreement between Heritage Landing Community Development District and Vesta Property Services, Inc. for Property Management and Maintenance Services, dated October 1, 2022 (“Agreement”), I, 	, as General Manager, understand that I am authorized to use the District-issued Debit Card, as defined in the Agreement, to make purchases as set forth in the Agreement. In this respect, I will adhere to the following:

Compliance with Agreement, Rules & Policies. I agree to abide by all of the terms of the Agreement, as may be amended from time to time. I further agree to abide by the policies of the bank from which the Debit Card is issued. I understand all such terms, rules, and policies.

Authorized Expenditures Only. I agree to use the Debit Card for approved District expenditures only, as set forth in the Agreement, and not personal expenses. I further agree not to use the Debit Card to obtain cash advances of any kind, whether from banks, credit unions, automatic tellers, or other means. I understand that in all cases of misuse, the District reserves the right to recover any monies and other damages from me.

Security. I agree to maintain the security of the Debit Card at all times in order to prevent the Debit Card from being used for fraudulent or corrupt purposes, and to account for all Debit Card expenditures with appropriate receipts.

Accounting.  I understand that the Debit Card will be funded only up to
	 Dollars ($	) at any given time, and in order for the account to be replenished I must submit appropriate receipts to the District pursuant to the terms of the Agreement. I understand that unaccounted for or unapproved Debit Card expenditures are my responsibility, and that I may be liable for them at the discretion of the District. I will notify the District immediately upon discovering the Debit Card has been lost, misused, or stolen.

Conclusion of Employment. Upon the conclusion of my employment, I agree to submit the Debit Card to the District and all receipts within twenty-four (24) hours of my last day of work.

Signature: 		Date: 	

Tab 11

Heritage Landing CDD Meeting
October 13, 2022
Date of Report: October 5, 2022	Todd Myhill, Amenity Manager

Event Planning—No Board Action Required
We are currently considering a haunted house over two nights on October 28 and 29, rather than a costume parade, due to the pool project. We do not have any Saturdays available during the month for a field event due to soccer. We may consider a movie night in conjunction with food trucks.
We’re planning on a larger Pictures with Santa event on December 10 with cookie decorating, possible hayride or train ride and other activities.
Concluded Events—No Board Action Required

80’s Neon Pool Party, September 24, 7:00 p.m. to midnight.

The 80’s Neon Pool Party was one of the largest events in Heritage Landing history and the first ever held at night. Between 6:30 p.m. and 11:00 p.m., 621 residents signed in with 83 guests for a total of 704 people. Sign- ins throughout the day totaled 857 and we also had 65 people attend area rentals, so we accommodated 922 peo- ple that day.
Despite the size of the crowd, we experienced the best that Heritage Landing has to offer. We saw only kindness and overwhelming community spirit. We did not have a single incident report for the entire day.
As with events of this scale, we experienced some small frustrations in preparation and execution, but residents were very patient, and staff were flexible and accommodating. A special shout out to Michael Taylor for many creative ideas, insights, and helpful directions before and during the event that contributed greatly to its success.
QR codes were posted during the event and a survey was sent to residents by email after the event to obtain feed- back. We received about 24 responses through QR codes; and despite 557 residents reading the survey email, on- ly an additional 32 residents provided responses. 53% rated the event a 10 and 40% rated it an 8 or 9, so we have some room for improvement. But comments were very positive. 95% would like to see a similar event each year. This could become a new annual “Last Splash.”
County Street Signs—Board Discussion Required
Clint Lynch, Traffic Engineer with St. Johns County’s Traffic & Transportation Department, informed me that due to costs and logistical challenges, his department does not support the replacement of the District’s street and traffic signs with county-standard signs and that the department would advise the county against this project. His department estimated that the cost just to install new posts and signs would be more than $33,000. This doesn’t include the cost to remove all current signs and sign posts nor reflect the considerable difficulty in coordinating the installation of each new sign as each old sign is removed.

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

Tab 12

Heritage Landing CDD Meeting October 13, 2022
Field Operations Manager Report

Date of report: 10/5/2022	Submitted by: Lourens Erasmus Field Operations and Maintenance Items:
Amenity Center Trees Pruning:

In preparation for the upcoming filter project, we had to remove a couple of crepe myrtles and prune the oak trees to allow for access into the pool room. To maximize the money spent on a chipper truck to remove the cut debris, we continued pruning the trees in the center islands and all limbs overhanging the parking spaces along the main parking lot at the amenity center.

We anticipate continuing our pruning efforts at the parking lots adjacent to the tennis court lawn and basketball courts.

Hurricane Ian Prep and Clean-Up:

Heritage Landing was spared during this past hurricane, and I am happy to report no damage other than plant material strewn everywhere. In discussions with the Chair and the District Manager, we announced that the facilities would be closed Thursday and Friday, 9/29-30, and that I would inspect all facilities Friday morning to determine when we could safely reopen.

To prepare for the storm, my team packed away items that could become airborne and stacked the chaise lounges under covered areas in the event of high winds. We rolled up tennis windscreens but left the RV lot since it’s better protected from the winds. All trash cans were emptied and some we made slits in the plastic bag in case the lids blew off and they got flooded with water. We drove along the main streets in the neighborhood and removed any obstacles around the storm-drain grates.

Friday morning, I was in contact with Billy from BrightView and we determined that there was no major debris obstructing pathways and sidewalks, so there was no need for them to spend time on property and bill us when they could take care of minor cleanup during their normal schedule. After driving through and determining we had no damage, I asked staff to return to clean and reset all areas and we had the amenity center open to the public by noon.

End of Summer Bash:

We held the biggest event I have ever been a part of on Saturday, September 24. We were able to prep a little on the Friday before, but because of the change in date and due to several pre-existing area rentals, prep work the day of the event couldn’t start until 5pm, which included the complete blackout of the Heritage Room.

Our team worked diligently to host a fun yet safe event. At 11pm we started with preliminary clean up. The Heritage Room was completed by 11:30pm and we then focused on the pool decks to get them ready for use on Sunday. At 12am, the last residents left and we put out the lap lanes and emptied the last trash cans.

I want to thank the community for being so patient and participating with such great spirt. We truly learned a lot from this event, which will help us with all future planning.

General Maintenance:

Installed some Wi-Fi extenders on the pool deck
Replaced light bulbs
Leveled some pavers that were lifted by tree roots.
Reinstalled FPL gate that was taken off its hinges and left open.
Repaired shower in women’s bathroom.

TAB 13

	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: September 15, 2022	Biologists: Jim Charles Clayton Wilford

Client: Heritage Landing CDD

Waterways: Thirteen Ponds

Comments: Partly sunny, 85° F and calm.

Note: First report for month.

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

Pond 2: Pond was in good condition. Water level is normal. Fountains running. Perimeter treatment last month for torpedo grass had good results.

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

Pond 4: Pond was in good condition. Water level is normal. Fountains running.

Pond 5: Pond was in fair condition due to algae. Water level is normal. Treated for algae, mostly accumulated in the middle section of the pond.

Pond 6: Pond was in fair condition. Treated for exposed spike rush along entire perimeter. Water level is normal.

Pond 7: Pond was in poor condition. Pond level is normal. Treated for algae on the 15th by boat.

Pond 8: Pond was in good condition. Fountain was running normally.

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

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

Pond 11: Pond was in good condition. Water level is normal. Only minor algae along perimeter.

Pond 12: Pond was back in very good condition. Water level is good. Treatments for algae and naiad have had very good results.

Pond 13: Pond was in very good condition this visit. Water level is normal.

Jim Charles

	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report
Date: September 22, 2022	Fountain Tech: Tom Hair

Client: Heritage Landing CDD
Contact: Melissa Dobbins, Todd Myhill, 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.