Heritage Landing Community Development District

Board of Supervisors’ Meeting
August 10, 2023

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

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

Camp Heritage Amenity Center
370 Heritage Landing Parkway, St. Augustine, FL 32092 www.heritagelandingcdd.org

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

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

The Audience Comments portion, on Agenda Items Only, will be held at the beginning of the meeting. The Audience Comments portion of the agenda, on General Items, will be held at the end of the meeting. During these portions of the agenda, audience members may make comments on matters that concern the District (CDD) and will be limited to a total of three (3) minutes to make their comments.

Pursuant to provisions of the Americans with Disabilities Act, any person requiring special accommodations to participate in this meeting/hearing/workshop is asked to advise the District Office at least forty-eight (48) hours before the meeting/hearing/workshop by contacting the District Manager at (239) 936-0913. If you are hearing or speech impaired, please contact the Florida Relay Service by dialing 7-1- 1, or 1-800-955-8771 (TTY)
1-800-955-8770 (Voice), who can aid you in contacting the District Office.

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

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

Board of Supervisors	August 3, 2023
Heritage Landing Community
Development District	AGENDA

Dear Board Members:

The regular meeting of the Board of Supervisors of the Heritage Landing Community Development District will be held on August 10, 2023 at 6:00 p.m. at the Heritage Landing Amenity Center, located at 370 Heritage Landing Parkway, St. Augustine, Florida 32092. The following is the agenda for this meeting:

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 July 13, 2023	Tab 1
Ratification of the Operation and Maintenance
Expenditures for June 2023	Tab 2
STAFF REPORTS - PART A
District Engineer
Landscape and Maintenance	Tab 3
BUSINESS ITEMS
Consideration of HOA Median Power Supply Proposal	Tab 4
Public Hearing on Fiscal Year 2023-2024 Budget
Consideration of Resolution 2023-06; Adopting Fiscal
Year 2023-2024 Budget	Tab 5
Public Hearing on Special Assessments
Consideration of Resolution 2023-07; Imposing
Special Assessments	Tab 6
STAFF REPORTS - PART B
District Counsel
Amenity Center and Field Maintenance
Amenity Manager Report	Tab 7
Field Manager Report	Tab 8
Consideration of Tree Removal Proposals
Consideration of HOA Bike Rack Proposal Requests
Charles Aquatics Report	Tab 9
District Manager
AUDIENCE COMMENTS AND SUPERVISOR REQUESTS
ADJOURNMENT

I look forward to seeing you at the meeting. In the meantime, if you have any questions, please do not hesitate to contact me at (904) 436-6270.
Very truly yours, Melissa Dobbins Melissa Dobbins,

Tab 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
9	HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT
10
11
The regular meeting of the Heritage Landing Community Development District was held
on Thursday, July 13, 2023 at 1:00 p.m. at the Heritage Landing Amenity Center, located
at 370 Heritage Landing Parkway, St. Augustine, Florida 32092.
15
16	Present and constituting a quorum:
17
Michael Taylor	Board Supervisor, Chairman
Kevin Austin	Board Supervisor, Vice Chairman
Achara Tarfa	Board Supervisor, Assistant Secretary
Christine Mallatt	Board Supervisor, Assistant Secretary
Robert Och	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
(via speakerphone)
Scott Lockwood	England-Thims & Miller (via speakerphone)
Lourens Erasmus	Field Manager, Vesta Property Services
Todd Myhill	Amenity Manager, Vesta Property Services
Jay King	Vesta Property Services
Rodney Hicks	Brightview Landscape
Steve McAvoy	BrightView Landscape
36
37
38	Public present.
39
40
41  FIRST ORDER OF BUSINESS	Call to Order
42
43  Mr. Taylor called the meeting to order at 1:00 p.m. and read the roll call.
44
45	SECOND ORDER OF BUSINESS	Public Comments	
46			
47	There were no public comments.		
48			
49	THIRD ORDER OF BUSINESS	Consent Items	
50			

51	1. Consideration of the Minutes of the Board of Supervisors’
52	Meeting held June 8, 2023
53
54	After discussion, Board directed to remove the section regarding staff
55	reviewing licenses for Food Trucks from the minutes since there was no official
56	policy that was being altered.
57
58	Mr. Och noted that “Ms.” needs to be “Mr.” on line 172.
59
60	2. Ratification of the Operation and Maintenance Expenditures
61	for May 2023.

On a motion by Mr. Taylor seconded by Mr. Och, with all in favor, the Board approved the minutes, as amended, of the Meeting held June 8, 2023, and ratified the Operation and Maintenance Expenditures for May 2023 in the amount of $65,665.94, for the Heritage Landing Community Development District.

62

63
64  FOURTH ORDER OF BUSINESS	Consideration of Resolution 2023-05;
65	Redesignating Secretary

On a motion by Mr. Austin seconded by Mr. Och, with all in favor, the Board adopted Resolution 2023-05; Redesignating Secretary, for the Heritage Landing Community Development District.

66

67
68  FIFTH ORDER OF BUSINESS	Staff Reports – PART A
69
70	A.	District Engineer
71
1.	Acceptance of 2023 Annual Engineers Report
After discussion regarding concerns of water not draining in the
swale adjacent to Ashely Oaks that was just cleared out, the Board
directed staff to review the issue further with the District Engineer.

On a motion by Mr. Och seconded by Mr. Taylor, with all in favor, the Board accepted the 2023 Annual District Engineers Report, for the Heritage Landing Community Development District.

76

77
B.	Landscape Maintenance
BrightView will review dead sod patches along Heritage Landing Pkwy with staff
and provide the mulch area map to review disbursement issues.
81
Mr. Hicks explained the treatment to the cogon grass will not kill the seeds and this
will be an on-going issue since they can only control the issue. Mr. Och requested
staff to contact the state’s Forestry Department to see if they have any other
recommendations for treatment.
86
87	Board also agreed to schedule the removal of the 5 oak trees for August 21st.
88
89

BrightView presented an updated sod replacement proposal for the Athletic
Field of $9,056.45. Mr. Hicks explained that the sod is doing well and keeps
filling in more and more each day, so by the time they order the sod it will be
less than the proposal.
94
The Board also requested Vesta to review possible plan to increase soccer
registration fees to help offset the high cost to maintain the field. Mr. King
stated he would get with Mr. Hicks to review cost of maintenance to look at
options for District to recoup some of the cost back.
99
After further discussion, the Board approved a not to exceed $9,056.45 for
BrightView to replace sod on the Athletic Field.
102
1.	Consideration of Irrigation Well Proposal
Board requested staff to get additional proposals and authorized
the Chair to approve with a not to exceed $43,097.
106
On a motion by Mr. Austin seconded by Mr. Och, by majority vote, the Board requested staff to get additional proposals and authorized the Chair to approve with a not to exceed
$43,097, for the Heritage Landing Community Development District.
107
SIXTH ORDER OF BUSINESS	Consideration of Sundancer Sign
Proposal
110
The Board tabled item to further review combined stop and street sign options and cost for
survey to be completed by the District Engineer.
113
SEVENTH ORDER OF BUSINESS	Discussion Regarding Modifications
to the Amenity Policies
116
1.	Consideration of Community Services in Regard to the Suspension
of Amenity Privileges
Ms. Tarfa reviewed and recommended for the Board to consider an
alternative option for minor suspensions which would allow them to
choose a community service option, which would provide more of a
healing practice instead of punitive ones. Ms. Tarfa noted this
would help strengthen the children’s lives. Board discussion
ensued. At this time the Board took no further action.
125
126	2.	Adoption of Final Suspension Guidelines
127	Discussion ensued, and final changes were noted.

On a motion by Mr. Austin, seconded by Mr. Och, by majority vote, Ms. Tarfa opposed, the Board adopted the Final Suspension Guidelines as amended, for the Heritage Landing Community Development District.

128

129
130
131
132

133	EIGHTH ORDER OF BUSINESS	Consideration of Dead Tree Removal	
134		Proposals	
135			
On a motion by Mr. Austin seconded by Ms. Mallatt, with all in favor, the Board approved TreeCo’s proposal in the amount of $8,250.00, for the Heritage Landing Community Development District.	
136
137  NINTH ORDER OF BUSINESS	Staff Reports – PART B
138
139	A. District Counsel
140	There was no report.
141
142	B. Amenity Center and Field Maintenance
143
1.	Amenity Manager Report
i.	Review of Sign Policies
After discussion, the Board authorized Mr. Och to work
with staff to revise the policies to bring back to a future
meeting. This item was tabled.
149
2.	Field Manager Report
Mr. Erasmus reviewed HOA request with the Board for additional
bike racks within the community which they would fund. After
review, the Board authorized Mr. Austin to work with staff to choose
the best locations for the bike racks to then review at a future
meeting.
156
157	3.	Charles Aquatics Pond Report
158
C. District Manager
Ms. Dobbins noted that that per the last financials the district is about
$55,000.00 under budget, however, there still is the final Adkins payment that
needs to be submitted after work is complete which is about $29,000.00. Also
reminded the Board that the August 10th meeting is the budget meeting and
their evening meeting. The budget mailed notice will be sent in the near future
which did set a higher CAP including contractual amounts for Fiscal Year
2025.
167
TENTH ORDER OF BUSINESS	Supervisor Requests and Audience
Comments
Audience:
171
172  Audience member shared how much he appreciates Mr. Myhill’s hard work and how he
173  works with the children at the center.
174
175	ELEVENTH ORDER OF BUSINESS	Discussion Regarding Security Options (Per	
176		FL Statues 119.071(3)(a) and 281.301, this	
177		portion may be closed to the public.)	
178			

179
180  *After the closed session, the Board reopened the meeting.

On a motion by Mr. Taylor seconded by Mr. Och, with all in favor, the Board approved the Synergy proposal for $5,534.00, for the Heritage Landing Community Development District.

181

182
183  TWELFTH ORDER OF BUSINESS	Supervisor Requests/Comments
184
185  Supervisors:
186
Ms. Mallatt asked about the most recent suspension. Mr. Myhill noted after he reviewed
it further, he used his discretion and decided that it would just be a 30 day suspension
and it was not necessary to come back to the Board. Ms. Mallatt felt since it was the
resident’s second offense, she felt it still should come back to the Board for further
review.
192
Mr. Austin noted it was the swim team’s last meet, and thanked the staff for a smooth
season.
195
196
Ms. Tarfa requested when staff use discretion regarding suspension to use it for all
families.
199
200  THIRTEENTH ORDER OF BUSINESS	Adjournment

On a motion by Mr. Taylor seconded by Mr. Och with all in favor, the Board adjourned the meeting at 5:17 p.m., for the Heritage Landing Community Development District.

201

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205
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209
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217
218
219
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222		
223		
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225		
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228		
229		
230		
231		
232		
233		
234		
235	 		
236	Secretary/Assistant Secretary	
237		
238		
239		
240		
241		

 	
Chairman/Vice Chairman

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 June 2023
Presented For Board Approval

Attached please find the check register listing the Operation and Maintenance expenditures paid from June 1, 2023 through June 30, 2023. This does not include expenditures previously approved by the Board.

The total items being presented:    $155,310.06

Approval of Expenditures:

	 Chairperson

	 Vice Chairperson

	 Assistant Secretary

Paid Operation & Maintenance Expenditures	
June 1, 2023 Through June 30, 2023	

Vendor Name		
Check Number  Invoice Number		
Invoice Description		
Invoice Amount	

Big Z Pools, LLC
Bob's Backflow & Plumbing Services, Inc.
BrightView Landscape Services, Inc.
BrightView Landscape Services, Inc.
BrightView Landscape Services, Inc.
BrightView Landscape Services, Inc.	
100311

100312

100303

100288

100304

100302	
12497

92294

8438010

8444727

8459254

8462750	
Remove & Install Pool Lights 06/23 Irrigation Repairs 06/23
Landscape Maintenance 06/23 Irrigation Repairs 05/23 Irrigation Repair 06/23
Tree Maintenance 06/23	
$

$

$

$

$

$	
6,422.00

3,308.00

20,800.00

1,377.71

1,074.00

1,500.45	
Broadcast Music, Inc.	100297	48585578	Music License 06/23	$	421.00	
Charles Aquatics, Inc.	100306	48108	Pond Maintenance 06/23	$	400.00	
Charles Aquatics, Inc.	100305	48170	Pond Maintenance 06/23	$	975.00	

Christine Mallatt	100282	CM060823	Board of Supervisors Meeting 06/08/23	$	200.00

Vendor Name	 Check Number  Invoice Number	 Invoice Description	 Invoice Amount

COMCAST	
EFT	8495 74 140 0429787
05/23 Autopay 475	
Cable TV & Internet 05/23	
$	424.83	
Commercial Fitness Products, Inc.	100283	5193	Fitness Equipment Maintenance 05/23	$	225.00	
Commercial Fitness Products, Inc.	100307	AA6012	Fitness Equipment Maintenance 06/23	$	645.10	
First Coast Mulch	100298	5009	Playground Mulch Installation 06/23	$	3,835.00	
Florida Department of Health in St. Johns County	
100294	Permit #55-60-00453
Swimming Pools	
Permit #55-60-00453 Swimming Pools	
$	350.00	
Florida Department of Health in St. Johns County	
100292	Permit #55-60-00454
Swimming Pools	
Permit #55-60-00454 Swimming Pools	
$	225.00	
Florida Department of Health in St. Johns County	
100293	Permit #55-60-00455
Swimming Pools	`Permit #55-60-00455 Swimming Pools 06/23	
$	350.00	

Florida Department of Revenue	
100277	65-8015563124-2 Sales
& Use Tax 05/23	
65-8015563124-2 Sales & Use Tax 05/23	
$	328.25	

Florida Power & Light Company	
EFT	87098-35048 05/23
Autopay 475	
Electric Services 05/23	
$	4,459.61	

Florida Power & Light Company	
EFT	Monthly Summary 05/23 Autopay 475	
Electric Services 05/23	
$	4,673.37	

Vendor Name		Check Number  Invoice Number		Invoice Description		Invoice Amount	
		
Debit Card				
Heritage Landing	DC060123	Replenishment 06/01/23	Debit Card Replenishment 06/01/23	$	2,668.40	
Kevin Lee Austin	100284	KA060823	Board of Supervisors Meeting 06/08/23	$	200.00	
Kutak Rock, LLP	100276	3225952	Legal Services 04/23	$	1,358.50	
Leslie Achara McNair-Tarfa	100285	AT060823	Board of Supervisors Meeting 06/08/23	$	200.00	
Michael C. Taylor	100286	MT060823	Board of Supervisors Meeting 06/08/23	$	200.00	
Poolsure	100289	131295614929	Pool Maintenance 06/23	$	2,999.63	
Priscilla Davis	100309	Davis062823	Rental Refund 06/23	$	25.00	
Progressive Entertainment, Inc.	100310	12810183	DJ for 07/04/23	$	630.00	
Rizzetta & Company, Inc.	100275	INV0000080697	District Management Fees 06/23	$	5,900.00	

Robert Och	100287	RO060823	Board of Supervisors Meeting 06/08/23	$	200.00

Vendor Name	 Check Number  Invoice Number	 Invoice Description	 Invoice Amount

Simply South Catering LLC	100299	1	Catering Deposit 06/23	$	1,512.50	
Simply South Catering LLC	100300	2	Catering Balance 06/23	$	1,512.50	

St Johns Utility Department	
EFT	503699-115198 05/23
Autopay 475	
Water Services 05/23	
$	1,178.56	
Susan Fedor	100279	Fedor060123	Rental Fee Refund 06/23	$	50.00	
The Ledger / News Chief/ CA Florida Holdings, LLC	
100290	
5605919	
Account #764115 Legal Advertising 05/23	
$	81.60	
Vector Security, Inc	100278	72019945	Security Monitoring Services 05/23	$	308.78	
Vesta Property Services, Inc.	100295	410056	Management Services 04/23	$	43,130.67	
Vesta Property Services, Inc.	100281	410714	Management Services 05/23	$	38,490.52	
Vesta Property Services, Inc.	100280	410809	Reimbursable Expenses 05/23	$	534.37	
VGlobal Tech	100308	5104	ADA Website Maintenance 06/23	$	250.00	

Vendor Name	 Check Number  Invoice Number	 Invoice Description	 Invoice Amount

Waste Management Inc. of Florida	
EFT	0031224-4032-8 Autopay
475	
Waste Disposal Service 06/23	
$	359.51	
Wayne Automatic Fire Sprinklers, Inc.	
100296	
1050672	
Fire Sprinkler Monitoring Services 05/23	
$	547.00	
Wayne Automatic Fire Sprinklers, Inc.	
100301	
1051949	
Fire Sprinkler Monitoring Services 06/23	
$	125.00	

Welch Tennis Courts, Inc.	
100291	
72013	
RV Lot Windscreens 05/23	
$	853.20	

Report Total	
$	155,310.06	

Tab 3

Quality Site Assessment
Prepared for: Heritage Landing @ WGV

General Information

DATE:	Tuesday, Aug 01, 2023	
NEXT QSA DATE:	Monday, Oct 30, 2023	
CLIENT ATTENDEES:	Melissa Dobbins, Lourens Erasmus	
BRIGHTVIEW ATTENDEES:	Steve McAvoy	

Customer Focus Areas

Turf health, Annuals, Weed control, Plant Health

1 / 9

 4 

 3 

 1 

Reel mowing at athletic fields is being completed weekly

 2 

Newly installed blue daze are thriving at roundabout. Shillings behind blue daze are in need of trimming. We will get with our team and have this completed during the next rotation in that area.

 3 

There are a few weeds pushing up in playground area. We will get this treated during next visit.

 4 

Jasmine at clubhouse was trimmed this week while on site

Maintenance Items

 1 

 2 

2 / 9

 8 

 7 

 5 

There are some vines growing in ornamental grasses at clubhouse. We will get with our team to have these remove this week.

 6 

Ornamental grasses were cut back away from sidewalk and sign for clear line of sight

 7 

Trimming was completed inside pool area this week while on site

 8 

Crack weeds are starting to push up through pavers by volleyball court area. We will get with our team to have this treated this week while on site.

Maintenance Items

 5 

 6 

3 / 9

12

11

 9 

There are some low hanging limbs before roundabout on Heritage Landing Parkway. We will get with our team to have this pruned.

10

East side of roundabout at the end of Heritage Landing Parkway, there is a heavy stand of weeds. We will get with our team to have this weeded and sprayed this week while on site.

11

Crack weeds are starting to push out along curb lines and select areas throughout community. We will get with our crew to have these treated.

12

Turf color is improving. We have a turf application scheduled for August 4.

Maintenance Items

 9 

10

4 / 9

16

15

13

Roses by roundabout need to be cut back and sprayed. We will follow up once completed.

14

Common areas from entrance to clubhouse were sprayed for we control last week while on site but may require a retreat due to heavy rainfall

15

Summer annuals have been installed and look vibrant

16

There was a heavy stand of weeds in Jasmine beds by clubhouse area on Heritage Landing Parkway. We applied an over the top selective to help with this weed control and will schedule a retreat in two weeks.

Maintenance Items

13

14

5 / 9

19

17

Woodline/lake bank north of clubhouse needs attention. Wood line needs to be weeded and sprayed in leak bank needs to be line trimmed near water. We will get with her team to have this addressed next week while on site.

18

There are vines growing up onto pine trees between entrance and clubhouse. We will get with our team to have these removed.

19

There is a heavy stand of weeds and vines in loropetalum Edge by lift station before clubhouse. We will get with our team to get this cleaned up.

Maintenance Items

17

18

6 / 9

Recommendations for Property Enhancements

 1 

 2 

 1 

There’s some declining turf in front of the clubhouse that we recommend replacing after tree work is done. We will follow up with the quote.

 2 

Tree quotes have been submitted for five areas throughout the property

7 / 9

Notes to Owner / Client

 1 	 2 		
		 1 	Bermuda sod install at athletic fields has been	
			completed and looks	
			great.	
		 2 	Approved Oak tree removal is scheduled for	
			the 21st of August in	
			front of the clubhouse	
		 3 	Palm trees inside pool area have been pruned	
 3 	 4 	
 4 	

Mulch along lake bank	
			west of clubhouse has	
			been installed. We have	
			also scheduled a weed	
			control application for	
			this area as well.	

8 / 9

Notes to Owner / Client

 5 

 5 

We will be replacing declining turf at intersection of flowers and Silver Glen this week

9 / 9

Tab 4

8/2/23, 2:20 PM	Mail - Lourens Erasmus - Outlook

POA Board Approved Boring
Gwen Leonhardt <gleonhardt@vestapropertyservices.com>
Wed 8/2/2023 1:41 PM
To:Lourens Erasmus <LErasmus@vestapropertyservices.com>

1 attachments (70 KB) Smith Electric.pdf;

Lourens,

Hello. The POA Board Approved Smith Electrical Estimate in the amount of $44,495.00. See attached Estimate.
Can you please add this topic to the CDD’s meeting? Once the CDD oﬃcial approves, then I will issue the check.

Please call or email me if you have any questions about the purposed work.

Jason Rigdon made a motion to approve the entire work purposed by Smith Electrical according to Estimate # HL-SR13 in the amount of $44,495.00. The motion was seconded by Michael Taylor. All in favor, motion passed.

Regards,
Gwen Leonhardt, LCAM

Saint Johns Six Mile Creek – Heritage Landing
200 Business Park Circle, Suite 101 St. Augustine, Fl. 32095
P: 904.747.0181
C: 904.347.1145
www.VestaPropertyServices.com
Emails received by 4PM Monday-Friday will be returned the same day.
CONFIDENTIALITY NOTICE: This email, and any attachment(s) to it, is intended only for the use of the individual/entity addressed herein and may contain information that is privileged, conﬁdential, and exempt from disclosure under applicable law. Be advised that any dissemination, distribution, or copying of this information (including any attachments) is strictly prohibited (without prior consent). If you have received this e-mail in error, please immediately return it to the sender and delete it from your system.

https://outlook.office.com/mail/inbox/id/AAQkADY0OWNmNmJjLTQzYjctNDA4Ny04ZTA5LTEyNDU1YTVhM2QxYwAQAP3uFfbIzk8hoGnc1DUP4%2B… 1/1

Name I Address

Smith Electrical Inc.
PO Box 9023
St Augustine, FL 32085

Estimate

Heritage Landing CDD
C/0 Rizzetta & Company 3434 Colwell Ave, Suite 200
Tampa, FL 33614 cddinvoice@rizzetta.com

Quote	
SR 13- Back Center Island
Using the existing service, supply and install materials to add (2) GFI receptacles with weather proof covers.	

1		:z	V
9,698.00	
Boring/Trenching	Bore under the driveway.	l		3	0.00	3,000.00	
	-	And/Or					

Quote	Clubhouse entry- (2) Center Island
Supply and install a S0A 240V circuit, using power from	
1	•	
22.797.00	
22,797.00	
	the existing irrigation panel. add an 8-circuit sub-panel,					

Boring/Trenching	(2) GFI receptacles in each center island for a total of(4) with weather proof receptacles.
Bore under (3) locations of roadway.	3	,
3,000.00	
.	9,000.00	

Description	Qty

Rate

Total

All material is guaranteed to be as specified. All work to be completed in a substantial workmanlike manner according to specifications submitted, per standard practices.
A.nv	or Aou;ot;nn from ohm/f' 'no ;til'.Htinns ;.,,,,,h,;nn nvfM  N>el  will hr-
executed only upon written orders, and will become an extra charge over and above

Total
I

$44,495.00

Item

Estimate#	Date	
HL-SR13	7/17/2023	

the estimate. All agreements are contingent upon strikes, accidents or delays beyond	Signature		\	
our control. Owners to carry fire, tornado and other necessary ins11ran1.:e.

Phone#	Fax#	E-mail	Web Site		
9048290899	904-829-0259	smithe1ectric08@gmail.com	staugustineelectric.com		

Tab 5

RESOLUTION 2023-06

THE ANNUAL APPROPRIATION RESOLUTION OF THE HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT (“DISTRICT”) RELATING TO THE ANNUAL APPROPRIATIONS AND ADOPTING THE BUDGET FOR THE FISCAL YEAR BEGINNING OCTOBER 1, 2023 AND ENDING SEPTEMBER 30, 2024; AUTHORIZING BUDGET AMENDMENTS; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the District Manager has, prior to the fifteenth (15th) day in June, 2023, submitted to the Board of Supervisors (“Board”) of the Heritage Landing Community Development District (“District”) proposed budget (“Proposed Budget”) for the fiscal year beginning October 1, 2023 and ending September 30, 2024 (“Fiscal Year 2023/2024”) along with an explanatory and complete financial plan for each fund of the District, pursuant to the provisions of Section 190.008(2)(a), Florida Statutes; and

WHEREAS, at least sixty (60) days prior to the adoption of the Proposed Budget, the District filed a copy of the Proposed Budget with the local governing authorities having jurisdiction over the area included in the District pursuant to the provisions of Section 190.008(2)(b), Florida Statutes; and

WHEREAS, the Board set a public hearing thereon and caused notice of such public hearing to be given by publication pursuant to Section 190.008(2)(a), Florida Statutes; and

WHEREAS, the District Manager posted the Proposed Budget on the District’s website at least two days before the public hearing; and

WHEREAS, Section 190.008(2)(a), Florida Statutes, requires that, prior to October 1st of each year, the Board, by passage of the Annual Appropriation Resolution, shall adopt a budget for the ensuing fiscal year and appropriate such sums of money as the Board deems necessary to defray all expenditures of the District during the ensuing fiscal year; and

WHEREAS, the District Manager has prepared a Proposed Budget, whereby the budget shall project the cash receipts and disbursements anticipated during a given time period, including reserves for contingencies for emergency or other unanticipated expenditures during the fiscal year.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1.   BUDGET

The Board has reviewed the Proposed Budget, a copy of which is on file with the office of the District Manager and at the District’s Local Records Office, and hereby approves certain amendments thereto, as shown in Section 2 below.

b.	The Proposed Budget, attached hereto as Exhibit A, as amended by the Board, is hereby adopted in accordance with the provisions of Section 190.008(2)(a), Florida Statutes (“Adopted Budget”), and incorporated herein by reference; provided, however, that the comparative figures contained in the Adopted Budget may be subsequently revised as deemed necessary by the District Manager to reflect actual revenues and expenditures.	
c.	The Adopted Budget, as amended, shall be maintained in the office of the District Manager and at the District’s Local Records Office and identified as “The Budget for the Heritage Landing Community Development District for the Fiscal Year Ending September 30, 2024.”	
d.	The Adopted Budget shall be posted by the District Manager on the District’s official website within thirty (30) days after adoption and shall remain on the	
website for at least 2 years.

SECTION 2.   APPROPRIATIONS

There is hereby appropriated out of the revenues of the District, for Fiscal Year 2023/2024, the sum of $	 to be raised by the levy of assessments and/or otherwise, which sum is deemed by the Board to be necessary to defray all expenditures of the District during said budget year, to be divided and appropriated in the following fashion:

TOTAL GENERAL FUND	$	 DEBT SERVICE FUND – SERIES 2015	$	 TOTAL ALL FUNDS	$	 SECTION 3.  BUDGET AMENDMENTS
Pursuant to Section 189.016, Florida Statutes, the District at any time within Fiscal Year 2023/2024, or within 60 days following the end of the Fiscal Year 2023/2024, may amend its Adopted Budget for that fiscal year as follows:

A line-item appropriation for expenditures within a fund may be decreased or increased by motion of the Board recorded in the minutes, and approving the expenditure, if the total appropriations of the fund do not increase.

The District Manager or Treasurer may approve an expenditure that would increase or decrease a line-item appropriation for expenditures within a fund if the total appropriations of the fund do not increase and if either (i) the aggregate change in the original appropriation item does not exceed the greater of $15,000

or 15% of the original appropriation, or (ii) such expenditure is authorized by separate disbursement or spending resolution.

Any other budget amendments shall be adopted by resolution and consistent with Florida law.

The District Manager or Treasurer must ensure that any amendments to the budget under paragraph c. above are posted on the District’s website within 5 days after adoption and remain on the website for at least 2 years.

SECTION 4. EFFECTIVE DATE. This Resolution shall take effect immediately upon adoption.

PASSED AND ADOPTED THIS 10TH DAY OF AUGUST, 2023.

ATTEST:	HERITAGE LANDING COMMUNITY
DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chair/Vice Chair, Board of Supervisors

Exhibit A: Fiscal Year 2023/2024 Budget

Exhibit A

Fiscal Year 2023/2024 Budget

Heritage Landing
Community Development District
www.heritagelandingcdd.org

Approved Proposed Budget for
Fiscal Year
2023/2024

TABLE OF CONTENTS

Page
General Fund Budget for Fiscal Year 2023-2024	1
Reserve Fund Budget for Fiscal Year 2023-2024	3
Debt Service Fund Budget for Fiscal Year 2023-2024	4
Assessments Charts for Fiscal Year 2023-2024	5
General Fund Budget Account Category Descriptions	7
Reserve Fund Budget Account Category Descriptions	13
Debt Service Fund Budget Account Category Descriptions	14

Proposed Budget
Heritage Landing Community Development District General Fund
Fiscal Year 2023/2024

Chart of Accounts Classification	
Actual YTD through 06/30/23	Projected Annual Totals 2022/2023	

Annual Budget for 2022/2023	Projected Budget variance for 2022/2023	

Budget for 2023/2024	Budget Increase (Decrease) vs 2022/2023	

Comments	
1									
2	REVENUES								
3									
4	Special Assessments								
5	Tax Roll*	$ 1,248,399	$ 1,250,880	$	1,250,880	$	-	$	1,311,288	$	60,408		
6	Other Miscellaneous Revenues								

7	
Activity Fees	
$	11,380	
$	15,173	
$	12,000	
$	3,173	
$	
12,000	
$	-		

8	
RV & Boat Storage Fees	
$	22,383	
$	25,350	
$	25,350	
$	-	
$	
25,350	
$	-		
9	Camp Heritage Room Rental	$	5,511	$	7,348	$	6,500	$	848	$	6,500	$	-		

10	
Special Events - Food Truck Revenue	
$	12,520	
$	16,693	
$	5,000	
$	11,693	
$	
5,000	
$	-		
11									
12	TOTAL REVENUES	$ 1,300,193	$ 1,315,445	$	1,299,730	$	15,715	$	1,360,138	$	60,408		
13									
18	EXPENDITURES - ADMINISTRATIVE								
19									
20	Legislative								
21	Supervisor Fees	$	9,600	$	12,800	$	13,000	$	200	$	13,000	$	-		
22	Financial & Administrative								
23	Administrative Services	$	4,050	$	5,400	$	5,400	$	-	$	5,400	$	-		
24	District Management	$	28,650	$	38,200	$	38,200	$	-	$	38,200	$	-		
25	District Engineer	$	1,409	$	8,000	$	8,000	$	-	$	8,000	$	-		
26	Disclosure Report	$	1,000	$	1,000	$	1,000	$	-	$	1,000	$	-		
27	Trustees Fees	$	4,882	$	5,000	$	5,000	$	-	$	5,000	$	-		
28	Assessment Roll	$	5,000	$	5,000	$	5,000	$	-	$	5,000	$	-		
29	Financial & Revenue Collections	$	3,750	$	5,000	$	5,000	$	-	$	5,000	$	-		
30	Accounting Services	$	15,750	$	21,000	$	21,000	$	-	$	21,000	$	-		
31	Auditing Services	$	3,075	$	3,075	$	3,075	$	-	$	3,215	$	140	Per Agreement	
32	Arbitrage Rebate Calculation	$	500	$	500	$	500	$	-	$	500	$	-		
33	Public Officials Liability Insurance	$	5,129	$	5,129	$	5,594	$	465	$	5,594	$	-		
34	Legal Advertising	$	975	$	1,500	$	1,500	$	-	$	1,500	$	-		
35	Dues, Licenses & Fees	$	175	$	175	$	175	$	-	$	175	$	-		
36	Miscellaneous Fees	$	701	$	701	$	500	$	(201)	$	500	$	-		

37	ADA Website Maintenance, Remediation & Compliance	
$	3,150	
$	5,800	
$	5,800	
$	-	
$	
5,800	
$	-		
38	Legal Counsel								
39	District Counsel	$	13,930	$	18,573	$	20,000	$	1,427	$	20,000	$	-		
40									
41	Administrative Subtotal	$	101,726	$	136,853	$	138,744	$	1,891	$	138,884	$	140		
42									

43	
EXPENDITURES - FIELD OPERATIONS								
44									
45	Security Operations								
46	Security Services	$	97	$	5,631	$	38,559	$	32,928	$	38,559	$	-		
47	Electric Utility Services								

48	
Utility Services	
$	41,840	
$	58,000	
$	61,000	
$	3,000	
$	
61,000	
$	-		
49	Street Lights	$	38,866	$	51,821	$	48,214	$	(3,607)	$	52,000	$	3,786	FPL 5% Inc	
50	Garbage/Solid Waste Control Services								

51	
Garbage - Recreation Facility	
$	2,716	
$	3,621	
$	3,360	
$	(261)	
$	
4,500	
$	1,140		
52	Water-Sewer Combination Services								
53	Utility Services	$	9,006	$	13,000	$	13,000	$	-	$	13,000	$	-	Per YTD History	
54	Stormwater Control								

55	

Aquatic Maintenance	

$	13,985	

$	16,877	

$	11,767	

$	(5,110)	

$	

11,767	

$	-	Projections Include SW Sediment Removal & Carp Install	

56	
Fountain Service Repairs & Maintenance	
$	1,900	
$	3,500	
$	3,000	
$	(500)	
$	
3,000	
$	-	Projections Include Fountain Relocation	
57	Other Physical Environment								

Proposed Budget
Heritage Landing Community Development District General Fund
Fiscal Year 2023/2024

Chart of Accounts Classification	
Actual YTD through 06/30/23	Projected Annual Totals 2022/2023	

Annual Budget for 2022/2023	Projected Budget variance for 2022/2023	

Budget for 2023/2024	Budget Increase (Decrease) vs 2022/2023	

Comments	

58	
General Liability & Property Insurance	
$	31,431	
$	31,431	
$	33,536	
$	2,105	
$	
45,000	
$	11,464	Early Est. Statewide Indicate Premiums May Reach <50%	

59	
Landscape Maintenance & Irrigation Contract	
$	187,200	
$	249,600	
$	249,600	
$	-	
$	
257,088	
$	7,488	
Per FY 24 Agreement	
60	Irrigation Repairs	$	21,324	$	28,432	$	14,000	$	(14,432)	$	14,000	$	-	Note: Projections are High	

61	Landscape Replacement Plants, Shrubs, Trees	
$	1,497	
$	4,612	
$	25,000	
$	20,388	
$	
25,000	
$	-	Projection Includes Storm Clean Up	
62	Tree Removal	$	5,287	$	9,823	$	10,000	$	177	$	10,000	$	-		
63	Road & Street Facilities								
64	Parking Lot Repair & Maintenance	$	-	$	1,000	$	2,000	$	1,000	$	2,000	$	-		
65	Parks & Recreation								

66	

Amenity Management Contract	

$	317,873	

$	443,205	

$	447,205	

$	4,000	

$	

477,630	

$	30,425	
Per FY 24 Agreement - (Doesn't Include Add. Weekend Hrs, approx. $6K)	
67	Pool Permits	$	925	$	925	$	925	$	-	$	925	$	-		
68	Maintenance & Repair	$	10,731	$	14,308	$	20,000	$	5,692	$	20,000	$	-		
69	Janitorial Services	$	7,100	$	9,467	$	10,000	$	533	$	10,000	$	-		
70	Phones, Television & Internet	$	3,674	$	4,899	$	4,680	$	(219)	$	5,100	$	420		
71	Facility Supplies & Equipment	$	11,232	$	14,976	$	14,000	$	(976)	$	14,000	$	-		

72	
Pool Chemicals	
$	24,664	
$	33,666	
$	30,855	
$	(2,811)	
$	
36,000	
$	5,145	Current Fee - Potential Increase in Jan. 2024	

73	
Pest Control & Termite Bond	
$	1,816	
$	2,421	
$	2,435	
$	14	
$	
2,835	
$	400		

74	
Facility A/C & Heating Maintenance & Repair	
$	330	
$	440	
$	2,000	
$	1,560	
$	
2,000	
$	-		
75	Lighting Replacement	$	6,422	$	6,422	$	1,500	$	(4,922)	$	1,500	$	-		

76	
Fitness Equipment Maintenance & Repairs	
$	1,700	
$	2,267	
$	3,000	
$	733	
$	
3,000	
$	-		

77	Fire Sprinkler/Security Alarm Monitoring & Maintenance	
$	4,234	
$	5,645	
$	5,000	
$	(645)	
$	
5,000	
$	-	
Based on YTD History	
78	Furniture Repair/Replacement	$	1,297	$	1,729	$	1,500	$	(229)	$	1,500	$	-		

79	Tennis/Basketball Courts & Playground Maintenance & Repairs	
$	5,126	
$	6,835	
$	6,000	
$	(835)	
$	
6,000	
$	-		

80	
Athletic Field Maintenance & Repairs	
$	4,978	
$	6,637	
$	3,500	
$	(3,137)	
$	
3,500	
$	-		

81	
RV & Boat Storage Maintenance	
$	7,639	
$	7,639	
$	25,350	
$	17,711	
$	
25,350	
$	-	Projection includes New Cameras	
82	Special Events								

83	
Special Events	
$	18,753	
$	25,004	
$	20,000	
$	(5,004)	
$	
20,000	
$	-	Projections Off Set by Food Truck Revenue	
84	Contingency								
85	Capital Outlay	$	-	$	-	$	25,000	$	25,000	$	25,000	$	-	Projections TBD	

86	

Miscellaneous Contingency	

$	31,354	

$	46,802	

$	25,000	

$	(21,802)	

$	

25,000	

$	-	Projections Include New Legacy Fountain & Final Adkins Payment	
87									
88	Field Operations Subtotal	$	814,997	$ 1,110,636	$	1,160,986	$	50,350	$	1,221,254	$	60,268		
89									
92	TOTAL EXPENDITURES	$	916,723	$ 1,247,489	$	1,299,730	$	52,241	$	1,360,138	$	60,408		
93									
94	EXCESS OF REVENUES OVER	$	383,470	$	67,956	$	-	$	67,956	$	-	$	-		
95									

Proposed Budget
Heritage Landing Community Development District Reserve Fund
Fiscal Year 2023/2024

Chart of Accounts Classification	
Actual YTD through 06/30/23	
Projected Annual Totals 2022/2023	
Annual Budget for 2022/2023	Projected Budget variance for 2022/2023	
Budget for 2023/2024	
Budget Increase (Decrease) vs 2022/2023	
1								
2	REVENUES							
3								
4	Special Assessments							
5	Tax Roll*	$	55,000	$	55,000	$	55,000	$	-	$	55,000	$	-	
6								
7	TOTAL REVENUES	$	55,000	$	55,000	$	55,000	$	-	$	55,000	$	-	
12								
13								
14	EXPENDITURES							
15								
16	Parks & Recreation							
17	Amenity/Pool Reserve	$	-	$	-	$	10,000	$	10,000	$	10,000	$	-	
18	Contingency							
19	Capital Youth Amenity Project	$	-	$	-	$	5,000	$	5,000	$	5,000	$	-	
20	Capital Reserves	$	74,718	$	74,718	$	40,000	$	(34,718)	$	40,000	$	-	
21								
22	TOTAL EXPENDITURES	$	74,718	$	74,718	$	55,000	$	(19,718)	$	55,000	$	-	
23								
24	EXCESS OF REVENUES OVER	$	(19,718)	$	(19,718)	$	-	$	(19,718)	$	-	$	-	
25								

Heritage Landing Community Development District	4
Debt Service Fiscal Year 2023/2024

Chart of Accounts Classification	Series 2015	Budget for 2023/2024	
			
REVENUES			
Special Assessments			
Net Special Assessments (1)	$1,014,721.13	$1,014,721.13	
			
TOTAL REVENUES	$1,014,721.13	$1,014,721.13	

EXPENDITURES			
Administrative			
Debt Service Obligation	$1,014,721.13	$1,014,721.13	
Administrative Subtotal	$1,014,721.13	$1,014,721.13	
			
TOTAL EXPENDITURES	$1,014,721.13	$1,014,721.13	
			
EXCESS OF REVENUES OVER EXPENDITURES	$0.00	$0.00	

St. Johns County Collection Costs (2%) and Early Payment Discounts (4%):	6.0%

Gross assessments	$1,078,572.63

Notes:
Tax Roll County Collection Costs and Early Payment Discount is is 6.0% of Tax Roll. Budgeted net of tax roll assessments. See Assessment Table.

(1) Maximum Annual Debt Service less Prepaid Assessments received.

5

HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

FISCAL YEAR 2023/2024 O&M & DEBT SERVICE ASSESSMENT SCHEDULE

2023/2024 O&M Budget		$1,366,288.00	
Collection Costs @	2%	$29,069.96	
Early Payment Discount @	4%	$58,139.91	
2023/2024 Total		$1,453,497.87	

2022/2023 O&M Budget	$1,305,880.00		
2023/2024 O&M Budget	$1,366,288.00		
Total Difference	
$60,408.00		
	
PER UNIT ANNUAL ASSESSMENT	
Proposed Increase / Decrease	

2022/2023	2023/2024	$	%	
Debt Service - Single Family	$979.63	$979.63	$0.00	0.00%	
Operations/Maintenance - Single Family	$1,203.84	$1,259.53	$55.69	4.63%	
Total	$2,183.47	$2,239.16	$55.69	2.55%	

6
HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT

FISCAL YEAR 2023/2024 O&M & DEBT SERVICE ASSESSMENT SCHEDULE

TOTAL O&M BUDGET		$1,366,288.00	
COLLECTION COSTS @	2.0%	$29,069.96	
EARLY PAYMENT DISCOUNT @	4.0%	$58,139.91	
TOTAL O&M ASSESSMENT		$1,453,497.87	

UNITS ASSESSED	ALLOCATION OF O&M ASSESSMENT	PER LOT ANNUAL ASSESSMENT	

LOT SIZE	
O&M	SERIES 2015
DEBT SERVICE (1) (2)		
EAU FACTOR	TOTAL EAU's	% TOTAL EAU's	TOTAL O&M BUDGET	
O&M	DEBT SERVICE (3)	
TOTAL (4)	

SINGLE FAMILY	
1154	
1101		
1.00	
1154.00	
100.00%	
$1,453,497.87	
$1,259.53	
$979.63	
$2,239.16	
	1154	1101			1154.00	100.00%	$1,453,497.87				

LESS: St. Johns County Collection Costs (2%) and Early Payment Discounts (4%):	($87,209.87)

Net Revenue to be Collected	$1,366,288.00

(1) Reflects 53 single family prepayments.

(2) Reflects the number of total lots with Series 2015 debt outstanding.

(3) Annual debt service assessment per lot adopted in connection with the Series 2015 bond issue. Annual assessment includes principal, interest, St.John's County collection costs and early payment discounts.

(4) Annual assessment that will appear on November 2023 St. John's County property tax bill. Amount shown includes all applicable collection costs and early payment discount (up to 4% if paid early).

GENERAL FUND BUDGET ACCOUNT CATEGORY DESCRIPTION

The General Fund Budget Account Category Descriptions are subject to change at any time depending on its application to the District. Please note, not all General Fund Budget Account Category Descriptions are applicable to the District indicated above. Uses of the descriptions contained herein are intended for general reference.

REVENUES:

Interest Earnings: The District may earn interest on its monies in the various operating accounts.

Tax Roll: The District levies Non-Ad Valorem Special Assessments on all of the assessable property within the District to pay for operating expenditures incurred during the Fiscal Year. The assessments may be collected in two ways. The first is by placing them on the County’s Tax Roll, to be collected with the County’s Annual Property Tax Billing. This method is only available to land properly platted within the time limits prescribed by the County.

Off Roll: For lands not on the tax roll and that is by way of a direct bill from the District to the appropriate property owner.

Developer Contributions: The District may enter into a funding agreement and receive certain prescribed dollars from the Developer to off-set expenditures of the District.

Event Rental: The District may receive monies for event rentals for such things as weddings, birthday parties, etc.

Miscellaneous Revenues: The District may receive monies for the sale or provision of electronic access cards, entry decals etc.

Facilities Rentals: The District may receive monies for the rental of certain facilities by outside sources, for such items as office space, snack bar/restaurants etc.

EXPENDITURES – ADMINISTRATIVE:

Supervisor Fees: The District may compensate its supervisors within the appropriate statutory limits of
$200.00 maximum per meeting within an annual cap of $4,800.00 per supervisor.

Administrative Services: The District will incur expenditures for the day to today operation of District matters. These services include support for the District Management function, recording and preparation of meeting minutes, records retention and maintenance in accordance with Chapter 119, Florida Statutes, and the District’s adopted Rules of Procedure, preparation and delivery of agenda, overnight deliveries, facsimiles and phone calls.

District Management: The District as required by statute, will contract with a firm to provide for management and administration of the District’s day to day needs. These service include the conducting of board meetings, workshops, overall administration of District functions, all required state and local filings, preparation of annual budget, purchasing, risk management, preparing various resolutions and all other secretarial duties requested by the District throughout the year is also reflected in this amount.

District Engineer: The District’s engineer provides general engineering services to the District. Among these services are attendance at and preparation for monthly board meetings, review of construction invoices and all other engineering services requested by the district throughout the year.

Disclosure Report: The District is required to file quarterly and annual disclosure reports, as required in the District’s Trust Indenture, with the specified repositories. This is contracted out to a third party in compliance with the Trust Indenture.

Trustee’s Fees: The District will incur annual trustee’s fees upon the issuance of bonds for the oversight of the various accounts relating to the bond issues.

Assessment Roll: The District will contract with a firm to maintain the assessment roll and annually levy a Non-Ad Valorem assessment for operating and debt service expenses.

Financial & Revenue Collections: Services include all functions necessary for the timely billing and collection and reporting of District assessments in order to ensure adequate funds to meet the District’s debt service and operations and maintenance obligations. These services include, but are not limited to, assessment roll preparation and certification, direct billings and funding request processing as well as responding to property owner questions regarding District assessments. This line item also includes the fees incurred for a Collection Agent to collect the funds for the principal and interest payment for its short- term bond issues and any other bond related collection needs. These funds are collected as prescribed in the Trust Indenture. The Collection Agent also provides for the release of liens on property after the full collection of bond debt levied on particular properties.

Accounting Services: Services include the preparation and delivery of the District’s financial statements in accordance with Governmental Accounting Standards, accounts payable and accounts receivable functions, asset tracking, investment tracking, capital program administration and requisition processing, filing of annual reports required by the State of Florida and monitoring of trust account activity.

Auditing Services: The District is required annually to conduct an audit of its financial records by an Independent Certified Public Accounting firm, once it reaches certain revenue and expenditure levels, or has issued bonds and incurred debt.

Arbitrage Rebate Calculation: The District is required to calculate the interest earned from bond proceeds each year pursuant to the Internal Revenue Code of 1986. The Rebate Analyst is required to verify that the District has not received earnings higher than the yield of the bonds.

Travel: Each Board Supervisor and the District Staff are entitled to reimbursement for travel expenses per Florida Statutes 190.006(8).

Public Officials Liability Insurance: The District will incur expenditures for public officials’ liability insurance for the Board and Staff.

Legal Advertising: The District will incur expenditures related to legal advertising. The items for which the District will advertise include, but are not limited to meeting schedules, special meeting notices, and public hearings, bidding etc. for the District based on statutory guidelines

Bank Fees: The District will incur bank service charges during the year.

Dues, Licenses & Fees: The District is required to pay an annual fee to the Department of Economic Opportunity, along with other items which may require licenses or permits, etc.

Miscellaneous Fees: The District could incur miscellaneous throughout the year, which may not fit into any standard categories.

Website Hosting, Maintenance and Email: The District may incur fees as they relate to the development and ongoing maintenance of its own website along with possible email services if requested.

District Counsel: The District’s legal counsel provides general legal services to the District. Among these services are attendance at and preparation for monthly board meetings, review of operating and maintenance contracts and all other legal services requested by the district throughout the year.

EXPENDITURES - FIELD OPERATIONS:

Deputy Services: The District may wish to contract with the local police agency to provide security for the District.

Security Services and Patrols: The District may wish to contract with a private company to provide security for the District.

Electric Utility Services: The District will incur electric utility expenditures for general purposes such as irrigation timers, lift station pumps, fountains, etc.

Street Lights: The District may have expenditures relating to street lights throughout the community. These may be restricted to main arterial roads or in some cases to all street lights within the District’s boundaries.

Utility - Recreation Facility: The District may budget separately for its recreation and or amenity electric separately.

Gas Utility Services: The District may incur gas utility expenditures related to district operations at its facilities such as pool heat etc.

Garbage - Recreation Facility: The District will incur expenditures related to the removal of garbage and solid waste.

Solid Waste Assessment Fee: The District may have an assessment levied by another local government for solid waste, etc.

Water-Sewer Utility Services: The District will incur water/sewer utility expenditures related to district operations.

Utility - Reclaimed: The District may incur expenses related to the use of reclaimed water for irrigation.

Aquatic Maintenance: Expenses related to the care and maintenance of the lakes and ponds for the control of nuisance plant and algae species.

Fountain Service Repairs & Maintenance: The District may incur expenses related to maintaining the fountains within throughout the Parks & Recreational areas

Lake/Pond Bank Maintenance: The District may incur expenditures to maintain lake banks, etc. for the ponds and lakes within the District’s boundaries, along with planting of beneficial aquatic plants, stocking of fish, mowing and landscaping of the banks as the District determines necessary.

Wetland Monitoring & Maintenance: The District may be required to provide for certain types of monitoring and maintenance activities for various wetlands and waterways by other governmental entities.

Mitigation Area Monitoring & Maintenance: The District may be required to provide for certain types of monitoring and maintenance activities for various mitigation areas by other governmental entities.

Aquatic Plant Replacement: The expenses related to replacing beneficial aquatic plants, which may or may not have been required by other governmental entities.

General Liability Insurance: The District will incur fees to insure items owned by the District for its general liability needs

Property Insurance: The District will incur fees to insure items owned by the District for its property needs

Entry and Walls Maintenance: The District will incur expenditures to maintain the entry monuments and the fencing.

Landscape Maintenance: The District will incur expenditures to maintain the rights-of-way, median strips, recreational facilities including pond banks, entryways, and similar planting areas within the District. These services include but are not limited to monthly landscape maintenance, fertilizer, pesticides, annuals, mulch, and irrigation repairs.

Irrigation Maintenance: The District will incur expenditures related to the maintenance of the irrigation systems.

Irrigation Repairs: The District will incur expenditures related to repairs of the irrigation systems.

Landscape Replacement: Expenditures related to replacement of turf, trees, shrubs etc.

Field Services: The District may contract for field management services to provide landscape maintenance oversight.

Miscellaneous Fees: The District may incur miscellaneous expenses that do not readily fit into defined categories in field operations.

Gate Phone: The District will incur telephone expenses if the District has gates that are to be opened and closed.

Street/Parking Lot Sweeping: The District may incur expenses related to street sweeping for roadways it owns or are owned by another governmental entity, for which it elects to maintain.

Gate Facility Maintenance: Expenses related to the ongoing repairs and maintenance of gates owned by the District if any.

Sidewalk Repair & Maintenance: Expenses related to sidewalks located in the right of way of streets the District may own if any.

Roadway Repair & Maintenance: Expenses related to the repair and maintenance of roadways owned by the District if any.

Employees - Salaries: The District may incur expenses for employees/staff members needed for the recreational facilities such as Clubhouse Staff.

Employees - P/R Taxes: This is the employer’s portion of employment taxes such as FICA etc.

Employee - Workers’ Comp: Fees related to obtaining workers compensation insurance.

Management Contract: The District may contract with a firm to provide for the oversight of its recreation facilities.

Maintenance & Repair: The District may incur expenses to maintain its recreation facilities.

Facility Supplies: The District may have facilities that required various supplies to operate.

Gate Maintenance & Repairs: Any ongoing gate repairs and maintenance would be included in this line item.

Telephone, Fax, Internet: The District may incur telephone, fax and internet expenses related to the recreational facilities.

Office Supplies: The District may have an office in its facilities which require various office related supplies.

Clubhouse - Facility Janitorial Service: Expenses related to the cleaning of the facility and related supplies.

Pool Service Contract: Expenses related to the maintenance of swimming pools and other water features.

Pool Repairs: Expenses related to the repair of swimming pools and other water features.

Security System Monitoring & Maintenance: The District may wish to install a security system for the clubhouse

Clubhouse Miscellaneous Expense: Expenses which may not fit into a defined category in this section of the budget

Athletic/Park Court/Field Repairs: Expense related to any facilities such as tennis, basketball etc.

Trail/Bike Path Maintenance: Expenses related to various types of trail or pathway systems the District may own, from hard surface to natural surfaces.

Special Events: Expenses related to functions such as holiday events for the public enjoyment

Miscellaneous Fees: Monies collected and allocated for fees that the District could incur throughout the year, which may not fit into any standard categories.

Miscellaneous Contingency: Monies collected and allocated for expenses that the District could incur throughout the year, which may not fit into any standard categories.

Capital Outlay: Monies collected and allocated for various projects as they relate to public improvements.

RESERVE FUND BUDGET ACCOUNT CATEGORY DESCRIPTION

The Reserve Fund Budget Account Category Descriptions are subject to change at any time depending on its application to the District. Please note, not all Reserve Fund Budget Account Category Descriptions are applicable to the District indicated above. Uses of the descriptions contained herein are intended for general reference.

REVENUES:

Tax Roll: The District levies Non-Ad Valorem Special Assessments on all of the assessable property within the District to pay for operating expenditures incurred during the Fiscal Year. The assessments may be collected in two ways. The first is by placing them on the County’s Tax Roll, to be collected with the County’s Annual Property Tax Billing. This method is only available to land properly platted within the time limits prescribed by the County.

Off Roll: For lands not on the tax roll and that is by way of a direct bill from the District to the appropriate property owner.

Developer Contributions: The District may enter into a funding agreement and receive certain prescribed dollars from the Developer to off-set expenditures of the District.

Miscellaneous Revenues: The District may receive monies for the sale or provision of electronic access cards, entry decals etc.

EXPENDITURES:

Capital Reserve: Monies collected and allocated for the future repair and replacement of various capital improvements such as club facilities, swimming pools, athletic courts, roads, etc.

Capital Outlay: Monies collected and allocated for various projects as they relate to public improvements.

DEBT SERVICE FUND BUDGET ACCOUNT CATEGORY DESCRIPTION
The Debt Service Fund Budget Account Category Descriptions are subject to change at any time depending on its application to the District. Please note, not all Debt Service Fund Budget Account Category Descriptions are applicable to the District indicated above. Uses of the descriptions contained herein are intended for general reference.

REVENUES:

Special Assessments: The District may levy special assessments to repay the debt incurred by the sale of bonds to raise working capital for certain public improvements. The assessments may be collected in the same fashion as described in the Operations and Maintenance Assessments.

EXPENDITURES – ADMINISTRATIVE:

Bank Fees: The District may incur bank service charges during the year.

Debt Service Obligation: This would a combination of the principal and interest payment to satisfy the annual repayment of the bond issue debt.

Tab 6

RESOLUTION 2023-07

A RESOLUTION OF THE BOARD OF SUPERVISORS OF THE HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT MAKING A DETERMINATION OF BENEFIT AND IMPOSING SPECIAL ASSESSMENTS FOR FISCAL YEAR 2023/2024; PROVIDING FOR THE COLLECTION AND ENFORCEMENT OF SPECIAL ASSESSMENTS; CERTIFYING AN ASSESSMENT ROLL; PROVIDING FOR AMENDMENTS TO THE ASSESSMENT ROLL; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE.

WHEREAS, the Heritage Landing Community Development District (“District”) is a local unit of special-purpose government established pursuant to Chapter 190, Florida Statutes, for the purpose of providing, operating and maintaining infrastructure improvements, facilities and services to the lands within the District; and

WHEREAS, the District is located in St. Johns County, Florida (“County”); and

WHEREAS, the District has constructed or acquired various infrastructure improvements and provides certain services in accordance with the District’s adopted capital improvement plan and Chapter 190, Florida Statutes; and

WHEREAS, the Board of Supervisors (“Board”) of the District hereby determines to undertake various operations and maintenance and other activities described in the District’s budget (“Adopted Budget”) for the fiscal year beginning October 1, 2023 and ending September 30, 2024 (“Fiscal Year 2023/2024”), attached hereto as Exhibit “A” and incorporated by reference herein; and

WHEREAS, the District must obtain sufficient funds to provide for the operation and maintenance of the services and facilities provided by the District as described in the Adopted Budget; and

WHEREAS, the provision of such services, facilities, and operations is a benefit to lands within the District; and

WHEREAS, Chapter 190, Florida Statutes, provides that the District may impose special assessments on benefitted lands within the District; and

WHEREAS, it is in the best interests of the District to proceed with the imposition of the special assessments for operations and maintenance in the amount set forth in the Adopted Budget; and

WHEREAS, the District has previously levied an assessment for debt service, which the District desires to collect for Fiscal Year 2023/2024; and
1

WHEREAS, Chapter 197, Florida Statutes, provides a mechanism pursuant to which such special assessments may be placed on the tax roll and collected by the local tax collector (“Uniform Method”), and the District has previously authorized the use of the Uniform Method by, among other things, entering into agreements with the Property Appraiser and Tax Collector of the County for that purpose; and

WHEREAS, it is in the best interests of the District to adopt the Assessment Roll of the Heritage Landing Community Development District (“Assessment Roll”) attached to this Resolution as Exhibit “B” and incorporated as a material part of this Resolution by this reference, and to certify the Assessment Roll to the County Tax Collector pursuant to the Uniform Method; and

WHEREAS, it is in the best interests of the District to permit the District Manager to amend the Assessment Roll, certified to the County Tax Collector by this Resolution, as the Property Appraiser updates the property roll for the County, for such time as authorized by Florida law.

NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS OF THE HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT:

SECTION 1.  BENEFIT & ALLOCATION FINDINGS. The Board hereby finds and determines that the provision of the services, facilities, and operations as described in Exhibit “A” confers a special and peculiar benefit to the lands within the District, which benefit exceeds or equals the cost of the assessments. The allocation of the assessments to the specially benefitted lands, as shown in Exhibits “A” and “B,” is hereby found to be fair and reasonable.

SECTION 2.  ASSESSMENT IMPOSITION. Pursuant to Chapters 190 and 197, Florida Statutes, and using the procedures authorized by Florida law for the levy and collection of special assessments, a special assessment for operation and maintenance is hereby imposed and levied on benefitted lands within the District, and in accordance with Exhibits “A” and “B.” The lien of the special assessments for operations and maintenance imposed and levied by this Resolution shall be effective upon passage of this Resolution. Moreover, pursuant to Section 197.3632(4), Florida Statutes, the lien amount shall serve as the “maximum rate” authorized by law for operation and maintenance assessments.

SECTION 3. COLLECTION. The collection of the operation and maintenance special assessments and previously levied debt service assessments shall be at the same time and in the same manner as County taxes in accordance with the Uniform Method, as indicated on Exhibits “A” and “B.” The decision to collect special assessments by any particular method – e.g., on the tax roll or by direct bill – does not mean that such method will be used to collect special assessments in future years, and the District reserves the right in its sole discretion to select collection methods in any given year, regardless of past practices.
2

SECTION 4. ASSESSMENT ROLL. The Assessment Roll, attached to this Resolution as Exhibit “B,” is hereby certified to the County Tax Collector and shall be collected by the County Tax Collector in the same manner and time as County taxes. The proceeds therefrom shall be paid to the District.

SECTION 5.  Assessment Roll Amendment. The District Manager shall keep apprised of all updates made to the County property roll by the Property Appraiser after the date of this Resolution, and shall amend the Assessment Roll in accordance with any such updates, for such time as authorized by Florida law, to the County property roll. After any amendment of the Assessment Roll, the District Manager shall file the updates in the District records.

SECTION 6. SEVERABILITY. The invalidity or unenforceability of any one or more provisions of this Resolution shall not affect the validity or enforceability of the remaining portions of this Resolution, or any part thereof.

SECTION 7. EFFECTIVE DATE. This Resolution shall take effect upon the passage and adoption of this Resolution by the Board.

PASSED AND ADOPTED THIS 10th DAY OF AUGUST 2023.

ATTEST:	HERITAGE LANDING COMMUNITY
DEVELOPMENT DISTRICT

Secretary / Assistant Secretary	Chair/Vice Chair, Board of Supervisors

Exhibit A:	Budget
Exhibit B:	Assessment Roll

3

Exhibit A
The Fiscal Year 2023/2024 Adopted Budget will be attached as Exhibit A

Exhibit B
Assessment Roll
The Assessment Roll is maintained in the District's official records and is available upon request. Certain Exempt information may be redacted prior to release in compliance with Chapter 119, FL Statues.

Tab 7

Heritage Landing CDD Meeting
August 10, 2023, 6:00 p.m.
Date of Report: August 2, 2023	Todd Myhill, Amenity Manager

Upcoming Events: 80s Neon Pool Party Redux—No Board Action Required

August 19 from 7:00 p.m. to 11:00 p.m. with DJ music and laser lights, glow noodles and mini glow beach balls, prizes, photo booth, glow sticks, and a glow cornhole tournament in- side the Heritage Room.
Facility Information—No Board Action Required

Sports and Arts Summer Camp ended on July 28. Thanks to Coach Frank for one of the most successful summer camp programs we have seen at Heritage Landing, with a full group of
happy young campers all eight weeks! The District received a check for $6,464.25.
Back-to-School supplies collection was held on Friday, July 29.
Lifeguards will switch to weekends only starting August 12. Last day for Lifeguards with be Labor Day, September 4.
Fall Soccer registration ends August 15.
The Bookmobile will be on site Monday, August 21.
We’ve had 14,524 residents sign in to use the pools from May 26 to July 29, the first day of summer break, with 2,972 residents signing in to use the gym during that same period for a total of 17,496 residents. We’ve had 36,965 residents sign in since January 1. This does not
include private parties (185 party rentals from 1/1/23 to 6/30/23 for approximately 3,700 addi- tional people), swim practices and meets over several months, summer camp usage, and resi- dent use before and after the office opens and closes, which is under-reported.

Tab 8

Heritage Landing CDD Meeting August 10, 2023
Field Operations Manager Report
Date of report: 8/1/2023

Palm trees trimmed:
All the palms in the Amenity Center were trimmed according to our contract. As usual it left the pools a mess and we had to put some extra effort into cleaning them to make our opening time of 1pm.

New Grill:
Purchased and assembled a new grill due to the other ones frame rusted out

Storm Clean-Up:
On July 17th Heritage experienced a stronger than usual storm. There were damage to trees and shrubs. Our shed got blown apart but was salvageable and rebuilt. Me and my crew cut down large oak branches, broken pines and snapped wax myrtles that fell into the pond. We cut them in manageable sizes and stacked them up. We elected to have BrightView’s storm team come and provide 1 day of debris pick up, clean up, haul away and dump. This was a necessity in order to get our landscaping to normal again. The tennis windscreens were pulled down from the wind, even during the past hurricanes we did not have them pulled down.

Main Irrigation Break:
The main line was damaged by some large vehicle that stopped or drove over that area. The problem is that our main line is installed in the utility easement next to CR13 and the sidewalk. The pipes were repaired and 4 cubic yards of dirt brought in to fill the hole that washed out.

General Maintenance:
Busted gate closer beig replaced and the whole gate repainted
 
New pool room sign
Repair work on fishing pier

New door handle installed at men’s bathroom

Trees For Removal: Board action required

Several trees too large for our crew to handle needs to be taken down. 2 that are leaning, 2 dangerous dead pines next to resident’s homes and 1 dead oak either from lightning or bug infestation. Proposals are attached to agenda.

HOA proposal to install bike racks: Board action required
Proposed locations were sent to the board to look at. The board needs to confirm these areas to be sent over to the HOA. Map and pictures attached to the report.

Lourens Erasmus
General Manager

370 Heritage Landing Pkwy Saint Augustine, FL 32092 P: 904.940.6095
C: 904.536.6217
www.VestaPropertyServices.com

HERITAGE LANDING CDD	
PROPOSAL WORKSHEET	
JOB	QTY	VENDOR	QUOTE	NOTES	ACTION	
Cut down and removal of 5						
trees with stump grinding		BV	$3,850			
		TreeCo	$3,050			
		WCH	$3,100			
Cut down and removal of 5						
trees without stump grinding		BV				
		TreeCo	$2,150			
		WCH	$2,500			

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	
Lourens Erasmus Heritage Landing CDD
c/o Rizzetta and Company Inc 3434
Colwell Ave Ste 200 Tampa, FL 33614	
Project Name Project Description	Heritage Landing- tree removal 7-31-23 General Tree
Scope of Work	

QTY	
UoM/Size	
Material/Description	
Unit Price	
Total	

tree removal				Subtotal	$3,850.00	
1.00	LUMP SUM	Tree #1- 1967 River Lagoon- Dangerous pine. Remove pine tree and stump grind	$560.00		$560.00	

1.00	
LUMP SUM	Tree #2- 1969 River Lagoon- Leaning Cypress. Remove and grind stump	
$840.00		
$840.00	
1.00	LUMP SUM	Tree #3- 1748 Windover Pl- Dangerous pine. Remove pine tree and stump grind	$560.00		$560.00	

1.00	
LUMP SUM	Tree #4- Heritage Landing Pkwy leaning oak tree. remove and stump grind	
$980.00		
$980.00	
1.00	LUMP SUM	Tree #5- Heritage Landing Pkwy dead oak tree across from Rv parkinglot. remove and stump grind	$910.00		$910.00	

For internal use only			
SO#	8185912		
JOB#	460802023			
Service Line	300	Total Price	$3,850.00	
THIS IS NOT AN INVOICE
This proposal is valid for thirty (30) days unless otherwise approved by Contractor's Senior Vice President
5811 County Rd 305, Elkton, FL 32033 ph. fax

$0.00

Total

Jul 27, 2023

Sent on

Quote #7965

RECIPIENT:

Lourens Erasmus
370 Heritage Landing Parkway St. Augustine, Florida 32092

PRODUCT / SERVICE	DESCRIPTION	QTY.		UNIT PRICE

TOTAL

Not included

Tree Removal - 1967 River	Remove one declining pine tree located in common	1	$450.00	$450.00 Lagoon	area behind property. Top canopy is dead.

Not included

Stump/Root Grinding	Grind one pine stump from tree removal at 1967	1	$150.00	$150.00 River Lagoon.
*Does not include hauling of chips*
- TREECO is not responsible for any unforeseeable underground damage resulting from grinding

				Not included	
Tree Removal - 1969 River	Remove one uprooting cypress tree located in	1	$450.00	$450.00	
Lagoon	common area behind property.				
Not included

Stump/Root Grinding	Grind one Cypress stump from tree removal
located at 1969 River Lagoon.
*Does not include hauling of chips*
TREECO is not responsible for any unforeseeable underground damage resulting from grinding

1	$200.00	$200.00

Not included

Tree Removal - 1748 Windover Place

Remove one declining pine located to the left of the property in the common area. Tree has a dead upper canopy.

1	$300.00	$300.00

				Not included	
Stump/Root Grinding	Grind one pine stump from tree removal at 1748 Windover Pl.	1	$150.00	$150.00	
	*Does not include hauling of chips*
- TREECO is not responsible for any unforeseeable underground damage resulting from grinding				

1 of 4 pages

PRODUCT / SERVICE	DESCRIPTION	QTY.	UNIT PRICE	TOTAL	

Tree Removal - Heritage Landing Parkway	

Remove one uprooting Oak tree beside the sidewalk leading into the Jason crepe myrtle. Refer to attached photo for location of tree and equipment staging area.	

1	

$450.00	
Not included

$450.00	

Stump/Root Grinding	

Grind one uprooting oak stump and larger exposed roots.
*Does not include hauling of chips*
- TREECO is not responsible for any unforeseeable underground damage resulting from grinding	

1	

$225.00	
Not included

$225.00	

Tree Removal - Heritage Landing Parkway	

Remove one dead oak tree located on south side of road across from RV and boat storage area.
Refer to attached photo for location of tree and equipment staging area.	

1	

$500.00	
Not included

$500.00	

Stump/Root Grinding	

Grind one dead oak stump off of Heritage Landing Parkway across from RV and boat storage area.
*Does not include hauling of chips*
- TREECO is not responsible for any unforeseeable underground damage resulting from grinding	

1	

$175.00	
Not included

$175.00	

Haul Debris	Haul organic debris from job site (not including resulting chips from stump grinding, if performed)
**Debris will be removed from job site within 24 business hours of job completion**

1	$0.00	$0.00

					

					

					

Treeco Disclaimer and Liability Waiver
Whenever possible, Treeco avoids maneuvering heavy equipment (lifts, skids, cranes, etc.) over lawns, driveways, concrete patios, and pavers given the propensity to cause damage to them and/or subterranean fixtures (ie, septic tanks, piping, etc.) when exposed to even moderate weight and vehicle movements.
Ultimately, it is impossible for Treeco to know the quality or thickness of asphalt or concrete located on the property and how they will react to the weight placed on them.

Certain projects require that Treeco uses heavy equipment in these areas. In these instances, the Treeco team might try to mitigate the risk of damage through reasonable efforts if the client has requested it such as laying plywood, roping/rigging techniques, and using other protective methods to disburse heavier

Subtotal

$0.00	
$0.00	
$0.00	

Credit Card Processing Fee
(3.6%)

Total

2 of 4 pages

Notes Continued...
weight more evenly.

However, the trimming and/or removal of trees involves machinery and heavy objects being moved around on the property. Under no circumstances will Treeco or any of its employees be held liable for any damage of any kind to asphalt, concrete, fences, utility lines, subterranean structures, screens, turf, plant pots, lawn ornaments, or any other property on the job site.

It is also not possible for Treeco to predict with 100% certainty how trees with dead or dying limbs over rooftops or other structures will react to work being performed on them. For that reason, Treeco will not be held liable or compensate for any damage sustained to roofs, homes, or structures due to falling limbs from dead or dying trees. Treeco will not be held liable for damage to screens in proximity to trees being trimmed.

It is the responsibility of the property owner to notify Treeco personnel of any areas where underground equipment and other hazards are located. It is also the responsibility of the property owner to remove any and all breakable items from the job site in advance of the Treeco team arriving on the job site.

Stump Grinding
Stump grinding uses heavy machinery to grind a stump into wood chips. Due to the dangerous nature of this work and the high cost of the equipment, stump grinding will be performed no closer than 6 inches from any non-organic fixture or lawn ornament. For example, stumps growing near fences, rock beds, building foundations, driveways, irrigation lines, etc. Treeco reserves the right to alter grinding scope if subterranean fixtures are detected after grinding has commenced. This altered grinding scope will not result in an altered price as it is the customer’s responsibility to notify Treeco of any and all subterranean fixtures. Area must be clear of rocks and inorganic debris prior to crew arrival. Crew can remove these objects at a rate of $400/hr and minimum of 15 minutes.

Flush cut
This occurs when a tree is cut down and stump grinding is not requested or isn’t an option. To avoid unsafe situations and damage to chainsaws, when performing a flush-cut Treeco employees will cut a stump level to the ground and no lower than 6 inches from the highest dirt point on the stump. Stumps will not be cut at an angle if the tree is growing on an incline.

Mistle Toe and Hazardous Dead Wood Removal
Treeco often performs tree work that involves the removal of invasive parasite species growing in trees or hazardous deadwood. Because Treeco does not employ climbers for safety reasons, it may not be possible for the lift to access certain areas of the tree to remove Mistle Toe and deadwood without cutting additional branches and possibly not at all. Treeco will make every effort, including cutting some additional branches to gain better access, to remove all instances of Mistle Toe and dead wood, however, cannot guarantee 100% removal. Hazardous dead wood is defined as completely dead branches still attached to the tree that is 3 inches in diameter or greater.

Inconvenience Fees
Customers have certain responsibilities when contracting Treeco to perform tree work. Not performing certain responsibilities create an unnecessary burden on Treeco. In order to incentivize customers to follow through with their responsibilities, a fee may be imposed upon them for failure to do so.

Failure to Perform Customer Responsibility
Prior to certain tree work beginning, customers sometimes have to complete certain objectives that will allow Treeco access to the tree. For example, there may be a vehicle on the property that needs to be moved prior to Treeco’s arrival. Another example is the removal of a fence in order to provide better access. These responsibilities will be shown as line items in the quote and, if agreed to, performance is contractually enforceable. Failure of the customer to complete these previously agreed-to items may result in inconvenience fees if the job needs to be rescheduled or additional charges of $400 per hour (minimum 1 hour) per crew to perform the customer responsibility (i.e.
Remove the fence) or delay work.

Impeding Treeco from Completing its Contracted Work
Trees are important parts of our society and communities. As such, many people are incredibly sensitive to their alteration and removal. Some may even go so far as to attempt to impede Treeco’s contracted work in various ways including harassment of crew members, verbal threats, entering work zones, standing in front of the equipment, and even brandishing weapons. Treeco maintains a strict policy for its crew members to de-escalate these types of encounters and remain non-confrontational. It’s the customer’s responsibility to mitigate these situations by being onsite and available to mitigate such encounters. Should Treeco’s work be stopped for any reason, the customer may be charged $400 per hour per crew on site until the situation has been mitigated and they are able to get back to work.

Cancelations
If a cancelation is requested by a customer, it must be done within 24 business hours of the crews' scheduled arrival time. For example: If a crew is scheduled to be at a customer’s property on Monday between 10 am and 12 pm, the customer requesting a cancelation must notify Treeco via email prior to 10 am on the Friday before to avoid any inconvenience fees. If cancelation notification is not given within the 24 business hour window, the customer may be responsible for an inconvenience fee of $350 if Treeco is unable to fill the reservation with a
3 of 4 pages

Notes Continued...
job of equal or more value. Treeco will make a best effort to move another job into the canceled reservation but makes no guarantees that this will be possible.

If a Tree crew arrives at a customer’s property and service is refused for any reason, the customer will be responsible for an inconvenience fee of $350 plus crane costs (determined by crane company contracted) if one had been requisitioned to complete the job. Customers will not be responsible for any fees if any decision to postpone work is made by Treeco.

It needs to be understood that these customer responsibilities are how Treeco is able to offer such competitive rates. Our bids are based on efficiencies that can only be achieved if the customer follows through on their part. It’s never Treeco’s desire to charge inconvenience fees as they never actually make up for lost revenue and can result in souring the customer experience. That said, they serve as a necessary deterrent and are 100% avoidable if prior proper planning is adhered to.

Payment and Late fees
All balances are due upon work completion unless otherwise agreed to in writing. Should payment not be remitted at the time of work completion, debris will be left on site until payment is collected. Should Treeco have to return to remove the debris, the cost of debris removal will be added to the invoice at a rate fo $450/load.

If payment has not been received by Treeco within fifteen (15) days after billing, the invoice will be sent to collections. Treeco shall be entitled to all costs of collection, including reasonable attorney’s fees and it shall be relieved of any obligation to continue performance under this or any other Contract with Client/Owner. Interest will also accrue at a per annum rate of 1.5% per month (18% per year), or the highest rate permitted by law, will be charged on unpaid balance 30 days after billing.
NOTICE: FAILURE TO MAKE PAYMENT WHEN DUE FOR COMPLETED WORK, WILL RESULT IN A MECHANIC’S LIEN ON THE TITLE TO YOUR PROPERTY.

Acceptance of Work Performed
All jobs performed will require a signature by an authorized representative of the property. This representative needs to be onsite to complete a walk-through on the last day of the job. This walk-through needs to be completed prior to the crew leaving. If nobody is present on the last day to complete the walk-through and agreed-upon arrangements have not been made prior to the crew completing their scope of work, Treeco will assume this work to be complete and will not return if discrepancies are discovered at a later date.

Quote and Job Shelflife
This quote is good for 14 days from the time it is provided. If approved, the job must be completed within 30 days unless mutually agreed to by both parties.

By signing and approving this quote, you acknowledge the risk of all manner of tree work being done on your property that involves machinery and heavyweight being moved around your property to complete the job. You also absolve Treeco of any liability for any damage sustained regardless of cause or fault. You also acknowledge your responsibilities as part of the contractual relationship that has been entered into with Treeco.

Signature: 	  Date: 	

4 of 4 pages

Invoice No. 2316

289 San Marco St.
St. Augustine, FL 32084 904..347	8129

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Bike Rack Locations Bike Rack # 1:

At the end of Steamboat Landing Dr. in the pocket park between River Lagoon Trce. and Enterprise Ave. It has to be set back away from the curb out of the utility easement.
Bike Rack # 2:

On the corner of Heritage Landing and the entrance to the Amenity Center

OR

We have 2 locations that the board can choose from: (1) is right next to the court and have some of those Hollys removed. (2) is behind the sidewalk close to the bench closest to the multi-purpose field.
Bike Rack # 4:

Close to the multi-purpose field and tennis courts

Either next to or we move the trashcan but that will be the location on the corner of Allapattah Ave and Corral Cir.

Bike Rack # 6:

Right in the back of the roundabout just off the sidewalk.

Tab 9

	6869 Phillips Pkwy Dr. South Jacksonville Fl 32256	 Fax: 904-807-9158	Phone: 904-997-0044
Service Report

Date: July 31, 2023	Biologists: Jim Charles	
	Justin Powers	
Client: Heritage Landing CDD		
Waterways: Thirteen Ponds		
Comments: Partly sunny, 84° F and calm.	
Note: Turf grass was very saturated due to heavy rains. We will be out early in the month to work on spatterdock and torpedo grass treatments.

Pond 1: Pond was in good condition. Water level is good.

running.

Pond 3: Pond was in fair to good condition. Water level is good.

Pond 4: Pond was in good condition. Both fountains running. We will be adding pond dye to this pond next visit. Spatterdock will be treated here.

Pond 6: Pond continues to improve in condition. Water level is normal. Grass carp are working on the spike rush along perimeter.

Pond 7: Pond was in good condition this month. Water level is good. Only minor algae noted.

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

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

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

Pond 11: Pond was back in good condition. Previous treatments for algae have had good results.

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

Pond 13: Pond was in good condition. Water level is normal. Torpedo grass will be addressed next visit.

Jim Charles