Memorandum

To: Board of Supervisors From: District Management Date: October 1, 2025
RE:	HB7013 – Special Districts Performance Measures and Standards

To enhance accountability and transparency, new regulations were established for all special districts, by the Florida Legislature, during its 2024 legislative session. Starting on October 1, 2024, or by the end of the first full fiscal year after its creation (whichever comes later), each special district must establish goals and objectives for each program and activity, as well as develop performance measures and standards to assess the achievement of these goals and objectives. Additionally, by December 1 each year (initial report due on December 1, 2025), each special district is required to publish an annual report on its website, detailing the goals and objectives achieved, the performance measures and standards used, and any goals or objectives that were not achieved.

District Management has identified the following key categories to focus on for Fiscal Year 2025 and develop statutorily compliant goals for each:

Community Communication and Engagement
Infrastructure and Facilities Maintenance
Financial Transparency and Accountability

Additionally, special districts must provide an annual reporting form to share with the public that reflects whether the goals and objectives were met for the year. District Management has streamlined these requirements into a single document that meets both the statutory requirements for goal/objective setting and annual reporting.

The proposed goals/objectives and the annual reporting form are attached as exhibit A to this memo. District Management recommends that the Board of Supervisors adopt these goals and objectives to maintain compliance with HB7013 and further enhance its commitment to the accountability and transparency of the district.

Exhibit A:
Goals, Objectives, and Annual Reporting Form

Heritage Springs Community Development District (“District”) Performance Measures/Standards & Annual Reporting Form

October 1, 2025 – September 30, 2026

 Community Communication and Engagement Goal 1.1: Public Meetings Compliance
Objective: Hold up to twelve regular Board of Supervisor (“Board”) meetings per year to conduct District-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 twelve 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 in accordance with Florida Statutes, using at least two communication methods.
Measurement: Timeliness and method of meeting notices as evidenced by posting to the district’s website, publishing in local newspaper of general circulation, or via
electronic communication.
Standard: 100% of meetings were advertised in accordance with Florida Statutes on at least two mediums (e.g., newspaper, District website, electronic communications).
Achieved: Yes ☐ No ☐

Goal 1.3: Access to Records Compliance
Objective: Ensure that meeting minutes and other public records are readily available and easily accessible to the public by completing monthly District website checks.
Measurement: Monthly website reviews will be completed to ensure meeting minutes, and other public records are up to date as evidenced by District Management’s records. Standard: 100% of monthly website checks were completed by District Management or third-party vendor.
Achieved: Yes ☐ No ☐

 Infrastructure and Facilities Maintenance
Goal 2.1: District Infrastructure and Facilities Inspections
Objective: District Engineer will conduct an annual inspection of the district’s infrastructure and related systems.
Measurement: A minimum of one inspection completed per year as evidenced by district engineer’s report related to District’s infrastructure and related systems.
Standard: Minimum of one inspection was completed in the fiscal year by the district’s engineer.
Achieved: Yes ☐ No ☐

 Financial Transparency and Accountability Goal 3.1: Annual Budget Preparation
Objective: Prepare and approve the annual proposed budget by June 15 and final budget was adopted by September 30 each year. (or another deadline, as appropriate)

Measurement: Proposed budget was approved by the Board before June 15, and final budget was adopted by September 30 as evidenced by meeting minutes and budget
documents listed on the district’s website and/or within District records.
Standard: 100% of budget approval & adoption were completed by the statutory deadlines and posted to the district’s website.
Achieved: Yes ☐ No ☐
Goal 3.2: Financial Reports
Objective: Publish to the District’s website the most recent versions of the following documents: Annual audit, current fiscal year budget with any amendments, and most recent financials within the latest agenda package.
Measurement: Annual audit, previous years’ budgets, and financials 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 package with updated financials.
Achieved: Yes ☐ No ☐

Goal 3.3: Annual Financial Audit
Objective: Conduct an annual independent financial audit per statutory requirements and publish the results to the district’s 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 district’s website and transmitted to the State of Florida.
Standard: Audit was completed by an independent auditing firm based on statutory requirements and results were posted to the district’s website and transmitted to the State of Florida.
Achieved: Yes ☐ No ☐

SIGNATURES:
Chair/Vice Chair: 		Date: 11/18/2025
Printed Name:  Steven Wertovitch

Heritage Springs Community Development District
11/18/2025
District Manager: 		Date: 	
Printed Name: Wesley Elias
Heritage Springs Community Development District