HERITAGE LANDING COMMUNITY DEVELOPMENT DISTRICT FISCAL YEAR 2024-2025 GOALS & OBJECTIVES REPORT

Financial Goals and Objectives:	☒ Successful ☐ Unsuccessful

Financial, Budget and Investment Transparency

Measurement: Monthly Financial Statements Completed, Annual Audit Submitted, Annual Budget Proposed and Adopted, Arbitrage Reports Accepted; All Reports Available Upon Request and/or Accessible on District’s Website.

Board Meeting Goals and Objectives:	☒ Successful ☐ Unsuccessful

Public Meetings, Audience Comments, Teamwork, Safe & Respectful Work Environment

Measurement: Public Meetings Held Monthly, Public Meetings Noticed in Accordance with Florida Statutes (Newspaper Publication and Website). Adequate Opportunities for Audience Comments, Staff and Board Members Working Jointly and Respectfully in a Clean, Safe, Meeting Space.

Administrative Goals and Objectives:	☒ Successful ☐ Unsuccessful

Website Maintenance, Adhere to Established Rules of Procedure, Records Retention

Measurement: District Website in Compliance with Florida Statutes, Procurement and Bid Noticing Requirements Met per Adopted Rules of Procedures, Records Retained and Records Request Completed.

Operational Goals and Objectives:	☒ Successful ☐ Unsuccessful

Effective Communication, Maintain/Protect Assets, Reserve Study Review

Measurement: CDD Updates Provided by Multiple Platforms; Amenity and District Websites, Community E-Blast, Meetings, and Mailed Notices. Timely Review of Maintenance Concerns, Proposals and Execution of Agreements to Operate and Maintain Assets, Review of Reserve Study and Budget Priorities at Workshops/Meetings.