Heritage Bay Community Development District

A regular meeting of the Board of Supervisors of the Heritage Bay Community Development District was scheduled for Thursday, September 3, 2026 at 9:00 a.m. at Heritage Bay Clubhouse at 10154 Heritage Bay Boulevard, Naples, Florida, 34120.

Present and constituting a quorum were:

Edwin Hubbard – Chair
Jack Arcurie – Vice Chair
Steven Bachenberg – Assistant Secretary
Allen Soucie – Assistant Secretary
Bob Dubester – Assistant Secretary

Also present were:

Calvin Teague – District Manager, Premier District Management (PDM)
Melissa Gindling – Compliance Manager, PDM

Attending remotely:

Matt Gindling – Assistant District Manager, PDM
Brook Bledsoe – Account Manager, Solitude Lake Management
Adam – Caller

The following is a summary of the actions taken at the Heritage Bay Community Development District Board of Supervisors Meeting.

The Heritage Bay Community Development District meeting was called to order at 9:00 a.m., and District Manager Calvin Teague called the roll. Present and constituting a quorum were Chair Hubbard, Vice Chair Arcurie, and Supervisors Bachenberg, Soucie, and Dubester. Also in attendance were District Manager Teague and Compliance Manager Melissa Gindling from Premier District Management. Joining online were Assistant District Manager Matt Gindling and Brooke Bledsoe from SOLitude. One caller identified as Adam joined online at 9:06 AM and left at 9:30 AM.

A. Audience Comments on Agenda Items

There were no Audience comments.

A. Items to be Pulled for Discussion

B. Motion to Approve Consent items

Zachary Mosley, Operations Manager from SOLitude, joined the meeting at 9:04 AM.

C. Consideration of Items Pulled for Discussion

There were no items pulled for consideration.

D. Consent Items

i. Financial Reports for June

ii. Draft August Meeting Minutes

iii. Financial Report for July

Zachary Mosley, Operations Manager with SOLitude, introduced himself and advised that he will oversee field technicians moving forward. He noted that technicians were on site performing lake treatments and removing debris from the lakes.

Zachary advised that he will perform the upcoming water testing and expects the assessment to be completed by the end of the following week.

Chair Hubbard expressed concern about the lack of continuity in SOLitude’s account management and staffing, noting that the community has worked with several managers in recent years. He emphasized the importance of maintaining consistency and familiarity with the District’s established lake management practices and expectations.

A. Monthly Reports and Observations

i. Lake Management Report

The Board expressed support for SOLitude’s revised report format, noting that it is well organized, easier to follow, and provides clear information to help track issues and direct maintenance efforts.

Ms. Bledsoe reported that although many of the Canna plants installed on Lake 13 did not survive, they produced seeds and new growth has since emerged in the area. She also noted that dead vegetation in the canal is expected to decompose due to recent rainfall, and SOLitude will continue to monitor for algae. Supervisor Soucie will inspect the canal to confirm its condition.

ii. Lake Treatment Reports

Ms. Bledsoe clarified that lakes listed as “inspected” were visually reviewed by technicians.

B. Enhanced Water Body Assessment-September 2026

The Board discussed if performing the Enhanced Water Body Assessment was the correct course of
action as the lakes may not be full and the water flowing. As it is unsure if there will be enough rain to
fill the lakes to their maximum capacity this year, it was decided that the assessment should proceed to
provide a baseline for further assessments.

C. Littoral Shelf Planting and Refurbishment Proposal

Chair Hubbard reminded SOLitude that a restoration proposal for the Lake 30B littoral shelves was expected at the meeting. The Board discussed Brian’s recommendation to use Bullrush and Spikerush and agreed that Spikerush would be the better option for the area.

Ms. Bledsoe explained that Spikerush could be planted in clusters and allowed to spread naturally over time. Chair Hubbard emphasized that installation should occur during the appropriate season to maximize plant survival and stated that the project could be delayed if conditions were not favorable.

District Manager Teague asked whether Spikerush could be harvested from existing community lakes, and Ms. Bledsoe noted that while possible, there were likely not enough plants available to support the project. She advised that she would inspect the area on September 4 and provide a proposal afterward.

Chair Hubbard acknowledged SOLitude’s overall performance, particularly its success in bringing algae under control within the community lakes, and welcomed Zachary Mosley to his new role. He also requested identification of several dead-looking trees near Lake 30B and asked whether their removal was warranted. Ms. Bledsoe advised that Robert would inspect the area to identify the vegetation and determine whether removal was appropriate, noting that any beneficial plants should be preserved.

Zachary Mosley, Operations Manager left the meeting at 9:35 AM.

Compliance Manager Gindling reminded the Board that annual ethics training must be completed by year-end. At the Board’s request, staff will resend the training information to supervisors who may not have yet completed the requirement.

A. Golf Courses Renovation Update

Chair Hubbard reported that golf course renovation planning meetings are expected by the end of September, with information on the District’s anticipated costs to be presented at the October meeting. The renovation plan includes all three golf courses, with the Oak Course expected to require the greatest financial investment. Resident communications regarding the project are anticipated later this fall. He also noted concerns regarding proposed cart path modifications on the Cypress Course near the preserve boundary with The Quarry. To ensure the plans remain within permitted boundaries and do not encroach on neighboring property, a survey of the golf course and community boundaries has been commissioned.

Supervisor Soucie stated that he would distribute a map identifying CDD responsibilities to the Board and District Management staff.

B. Parking Lot Renovation Planning

Supervisor Bachenberg reported that he has been coordinating with Doug Brown on the community parking lot project. Requests for proposals were issued for parking lot rejuvenation, re-striping, replacement of curb bumpers, and limited asphalt repairs. Supervisor Bachenberg provided estimated quantities for the work, and cost proposals are expected prior to the October meeting. He recommended proceeding with localized patching, rejuvenation, and re-striping to improve visibility and extend the life of the parking lot, potentially delaying a full milling and resurfacing project by five to six years. It was also noted that the dirt pile has been removed and that additional landscaping in the area may be considered upon completion of the project.

C. Follow-up Discussion-How to Promote Involvement and Awareness of the CDD

Supervisor Dubester discussed strategies to increase resident awareness and participation in CDD activities, noting that the initial goal is to encourage more Heritage Bay residents to attend meetings and develop interest in future Board service. He emphasized the importance of communicating what the CDD is, what it does, and how it operates. Ideas included providing a brief monthly update in the Bay Bulletin highlighting recent District activities, coordinating with the community’s communications staff to identify additional outreach opportunities, and participating in the annual committee showcase.

Chair Hubbard asked whether it was unusual for a CDD to operate with limited resident involvement. District Manager Teague responded that low meeting attendance is common among community development districts unless a specific issue generates heightened community interest. He also noted that meetings are televised. Compliance Manager Gindling added that residents may request a meeting link to view meetings and that meeting minutes are available on the District’s website.

District Manager Teague noted that staff can review archived materials and articles explaining the role and responsibilities of a CDD to support resident outreach efforts.

The Board discussed forming a CDD committee to help educate interested residents and increase community involvement. District Manager Teague suggested that the Board provide a brief monthly update highlighting District projects and responsibilities, which could be posted on the District website. The discussion also included offering guided tours of District facilities and lakes for interested residents, with Board members or community volunteers serving as guides.

A. HB 7013-Review of Requirements for 2026 Submission

Chair Hubbard requested that the HB 7013 Performance Measures and Standards be included on the agenda for discussion. The Board reviewed the required performance measures and agreed that, while the document is primarily a compliance requirement, it should continue to reflect the District’s operational responsibilities.

Following discussion, the Board agreed to maintain the existing framework with revisions to Goals 2.1 and 2.3 to incorporate a five-year visual inspection cycle for the stormwater system, as recommended by District Engineer Seger, while acknowledging that additional inspections may be necessary following significant storm events.

Staff will make the requested revisions and submit the updated document to Chair Hubbard for review prior to posting it on the District’s website. The performance measures continue to focus on financial transparency and accountability, community communication and engagement, and infrastructure and facilities maintenance.

i. Performance Measures and Standards FY 2025

ii. Performance Measures and Standards FY 2026

A. District Manager

District Manager Teague advised that any resolutions requiring updates due to recent staff changes will be brought before the Board at a future meeting for consideration.

Chair Hubbard provided staff with an updated photograph of the community’s front entrance featuring the new signage and requested that it be added to the District website. It was also noted that the Fiscal Year 2027 meeting schedule has been posted to the website.

Supervisor Bachenberg advised that he will attend the next meeting remotely rather than in person. Staff will mail the meeting packet to the address he previously provided to District Management.

Chair Hubbard discussed the following items:

• Drainage concerns involving several residential properties. Future agreements will include language requiring residents to repair any damage to District property resulting from private drainage improvements.
• District Manager Teague clarified Megan Wolff’s role on the Premier District Management team, while Assistant District Manager Gindling serves Heritage Bay.
• No additional feedback has been received regarding the Lake 20 drainage matter, and further discussion is expected once the affected residents respond.
• The importance of Premier District Management staff becoming familiar with the community and District assets was emphasized. Assistant District Manager Gindling will coordinate a future District tour and possible supervisor ride-around meeting.

The next Regular Meeting: October 1, 2026 at 9:00 a.m.