Performance Measures Annual Reporting Form
October 1, 2026 – September 30, 2027

Overview of District: Heritage Bay Community Development District (CDD) is a beautiful intergenerational community conveniently located 5 miles east of I-75 in Collier County, Florida. Heritage Bay CDD provides local government services and maintains the public infrastructure for an area of approximately 687.33 acres, which includes the storm water management system and lakes. The Heritage Bay CDD was established in May 2005 and is 100% built out. The community consists of 1,250 residential units which are surrounded by acres of tranquil lakes, conservation preserves, and a 27-hole championship golf course.

The CDD is governed by a 5-member elected or appointed Board of Supervisors. The Board is responsible for actions to manage the CDD it represents.

In addition, the Board enlists a group of professionals to support the needs of the District:

• District Management: Premier District Management handles the financial, administrative and day-to-day needs of the District.
• District Counsel: handles the legal needs of the District.
• District Engineer: serves as the consulting engineer for the District.
• Field Manager: assists the District with on-site maintenance projects, asset inspections, and other field services.

Contact information for the Board and staff can be found on the District’s website: https://heritagebaycdd.com/contact/

Heritage Bay CDD has established the following goals, objectives and performance measures/standards for the Fiscal Year 2026:

1. Community Communication and Engagement

Goal 1.1: Public Meetings Compliance

• Objective: Hold at least seven regular Board of Supervisor meetings per year to conduct CDD related business and discuss community needs.
• Measurement: Number of public board meetings held annually as evidenced by meeting minutes and legal advertisements.
• Standard: A minimum of seven board meetings were held during the Fiscal Year.
• Achieved: Yes ☐ No ☐

Goal 1.2: Notice of Meetings Compliance

• Objective: Provide public notice of each meeting at least seven days in advance, and/or notice of annual meeting schedule. Notice to be shared on CDD website and published in a local newspaper.
• Measurement: Timeliness and method of meeting notices as evidenced by posting to CDD website, publishing in local newspaper.
• Standard: 100% of meetings were advertised with 7 days notice per statute or by annual notice of meeting schedule via newspaper, and on CDD website.
• Achieved: Yes ☐ No ☐

Goal 1.3: Website Public Records

• Objective: Ensure that meeting minutes, agendas, and other statutorily required district records are readily available and easily accessible to the public by completing quarterly CDD website checks.
• Measurement: Quarterly website reviews will be completed to ensure meeting minutes and other public records are up to date as evidenced by District Management’s records. Website reviews will also include running an ADA compliance report on all pages of the website.
• Standard: 100% of quarterly website checks were completed by District Management.
• Achieved: October ☐ January ☐ April ☐ July ☐

2. Infrastructure and Facilities Maintenance

Goal 2.1: District Infrastructure and Facilities Inspections

• Objective: Field Manager will conduct at least 4 inspections per year of the District’s infrastructure and related systems.
• Measurement: A minimum of 4 inspections completed per year as evidenced by Field Manager’s report related to District’s infrastructure and related systems.
• Standard: Minimum of 4 inspections were completed in the Fiscal Year by the District’s Field Manager.
• Achieved: Yes ☐ No ☐

Goal 2.2: District Lakes Maintenance

• Measurement: District’s Lake Maintenance Vendor will conduct regular inspections and  treatments of the lakes.
• Objective: A minimum of 4 inspections/treatments completed per year as evidenced by Lake Maintenance Vendor’s service reports.
• Standard: Minimum of 4 maintenance/treatment events were completed in the Fiscal Year by the District’s Lake Maintenance Vendor.
• Achieved: Yes ☐ No ☐

Goal 2.3: District Infrastructure and Facilities Inspections

• Objective: District Engineer will conduct an inspection of the District’s infrastructure and related systems every 5 years. Water testing will be completed annually.
• Measurement: A minimum of one assessment completed every 5 years of the “stormwater drainage structures” and reported out by the District Engineer. Annual water testing to be completed and overseen by the board of supervisors.
• Standard: Minimum of one inspection was completed within the last 5 years by the District’s engineer.  Stormwater structures were last inspected in FY 2026 and is scheduled to be inspected in FY 2031. Water testing reports are filed in the District’s records.
• Achieved: Yes ☐ No ☐

3. Financial Transparency and Accountability

Goal 3.1: Annual Budget Preparation

• Objective: Prepare and approve the annual proposed budget by June 15 and adopt final budget by September 15 each year.
• Measurement: Proposed budget was approved by the Board before June 15 and final budget was adopted by September 15 as evidenced by meeting minutes. Budget documents listed on CDD website, within District records and sent to the County at least 60 days prior to the public hearings.
• Standard: 100% of budget approval & adoption were completed by the statutory deadlines, posted to the CDD website and sent to the County at least 60 days prior to the public hearings.
• Achieved: Yes ☐ No ☐

Goal 3.2: Annual Financial Audit

• Objective: Conduct an annual independent financial audit per statutory
• requirements and publish the results to the CDD website for public inspection and transmit to the State of Florida.
• Measurement: Timeliness of audit completion and publication as evidenced by meeting minutes showing board approval and annual audit is available on the CDD’s website and transmitted to the State of Florida.
• Standard: Audit was completed by an independent auditing firm per statutory requirements and results were posted to the CDD website and transmitted to the State of Florida.
• Achieved: Yes ☐ No ☐

Goal 3.3: Financial Reports

• Objective: Publish to the District’s website (or link as permitted by applicable law) the
• most recent versions of the following documents: Annual audit and current fiscal year budget with any amendments.
• Measurement: Annual audit and previous years’ budgets are accessible to the public as evidenced by corresponding documents on the District’s website.
• Standard: District’s website contains 100% of the following information: Most recent annual audit, most recent adopted/amended fiscal year budget, and most recent agenda.
• Achieved: Yes ☐ No ☐

4. Board of Supervisors Annual Requirements

Goal 4.1: Four Hours Annual Ethics Training for Supervisors

• Objective: Board of Supervisors to take 4 hours of ethics training classes annually.
• Measurement: Self-report of course work, certificate (if applicable) and dates of courses recorded by each Supervisor.
• Standard: All five Supervisors to complete two (2) hours of Ethics Law, one (1) hour of Sunshine Law and one (1) hour of Public Records Law training classes. Training is reportable on the e-filing of the annual Form 1 in the following fiscal year.
• Achieved: Yes ☐ No ☐

Goal 4.2: Form 1 and Form 1F Statement of Financial Interests

• Objective: Each Supervisor to complete the annual Form 1 and/or Form 1F when leaving office (if applicable), within statutorily required time.
• Measurement: Appearance on the Ethics Disclosure website.
• Standard: Form 1 to be completed within 30 days of the first day of office, if not completed during candidate qualifying period, annually by July 1 for current Supervisors and Form 1F within 60 days of leaving office (if applicable).
• Achieved: Yes ☐ No ☐