MINUTES OF MEETING HERITAGE SPRINGS
COMMUNITY DEVELOPMENT DISTRICT

The regular meeting of the Board of Supervisors of the Heritage Springs Community
Development District was held on Monday, March 16, 2026, and called to order at 2:30 p.m. at
the Heritage Springs Community Clubhouse, 11345 Robert Trent Jones Parkway, New Port
Richey, Florida.
5
6	Present and constituting a quorum were:
7
Steven Wertovitch	Chairperson
Joe DePompa	Vice Chairperson
Gary Rider	Assistant Secretary
Richard Waugh	Assistant Secretary
Robert Johnston	Assistant Secretary 13
14	Also, present were either in person, video (TEAMs) or voice conference call: 15
Mike Perez	District Manager
John Weaver	District Manager
Helena Schneider	District Accountant
Robert Dvorak	District Engineer 20
This is not a certified or verbatim transcript but rather represents the context and
summary of the meeting. The full meeting is available in audio format upon request. Contact
the District Office for any related costs for an audio copy.
24
25
FIRST ORDER OF BUSINESS	Call to Order and Roll Call
Mr. Perez called the meeting to order, and a quorum was established. 28
SECOND ORDER OF BUSINESS	Audience Comments
There were no audience comments. 31
THIRD ORDER OF BUSINESS	Business Administration
A. Approval of Regular Meeting Minutes held on February 16, 2026

On MOTION by Mr. Johnstone, seconded by Mr. Rider with all in favor, the Meeting Minutes for February 16, 2026, was approved. 5-0

34
35
36
37
FOURTH ORDER OF BUSINESS	Staff Reports
A. District Accountant

Heritage Springs CDD March 16, 2026, Meeting

40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
678
69
70
71
72
73
74
75

Consideration of Opening a New Bank Account at Valley Bank Account for US Bank Trust Funds (Series 2006 Bonds)
Mr. Wertovitch inquired about the financial rules governing the association.
Ms. Schneider requested that a motion be made to transfer the association’s account to Valley National Bank.
The Board raised several questions regarding the bond, including how the bond was paid off and the status of the payment that was expected in November 2025.
The Board requested a documented presentation outlining the full history and handling of the bond, to be delivered at the April meeting in the form of a PowerPoint presentation.
Additional inquiries from the Board included:
A request for a list of residents who are receiving refunds.
Clarification regarding what occurred with the first bond and the second bond.
Whether residents who prepaid are included on the refund list.
An explanation as to why these specific actions were taken concerning this bond as opposed to others.
These matters remain under review pending further documentation and presentation.

On MOTION by Mr. Johnstone, seconded by Mr. DePompa with all in favor, the Valley National Bank Account was approved. 5-0

Acceptance of February 2026 Financial Statements

On MOTION by Mr. Johnstone, seconded by Mr. Waugh with all in favor, the February 2026 Financial Statement was approved. 5-0

B. District Engineer
Mr. Dvorak discussed the pond project agreements, noting that they have been finalized and executed. CLS is scheduled to begin work on March 23, with an estimated duration of two to four weeks to complete both projects. The 161F project is expected to commence during the first week of April and is anticipated to take approximately three to four weeks.

Heritage Springs CDD March 16, 2026, Meeting

The Engineer advised that he will be absent from the next meeting, and Mr. Wagner will

On MOTION by Mr. Johnstone, seconded by Mr. DePompa with all in favor, the CLS proposal in an amount not-to-exceed $5,000, was approved. 5-0

attend in his place. 78
79
80
81
82
C. District Manager
Mr. Perez reminded the Board that the regular meeting will be on Monday, April 20,
2026, at 2:30 p.m.
86
FIFTH ORDER OF BUSINESS	Business Items
A. Consideration of D&D Grates Proposal

On MOTION by Mr. Rider, seconded by Mr. Johnstone with all in favor, the D&D Grates proposal was approved. 5-0

89
90
91
SIXTH ORDER OF BUSINESS	Maintenance Items
Mr. DePompa confirmed that maintenance lines up with financial report.
B. Discussion of Pond Bank Reclamation Projects

SEVENTH ORDER OF BUSINESS	Board	of	Supervisors’	Requests	or
Comments
	Mr. Wertovitch reported that the association’s typical vendor, Mr. Davis, is not available
to perform the necessary repairs to the concrete damage at the intersection of Yellow
Finch and Winding Willow.
It was further noted that the street depression on Winding Willow also requires attention
and remediation.
	Mr. Wertovitch stated historically at the end of this meeting, they would continue the
meeting for March 30th at 6:30pm in order for himself to host a CDD 101 meeting with
all residents to inform them what the CDD does. This also allows other board members
to participate.
EIGHTH ORDER OF BUSINESS	Continuance
There being no further business, 108

Heritage Springs CDD March 16, 2026, Meeting

On MOTION by Mr. Johnstone, seconded by Mr. Rider, with all in favor, the meeting was continued at 4:53 p.m. to March 30, 2026 at 6:30 p.m. 5-0

109
110
111
112
113

114
115
116	Steven Wertovitch
117	Chairperson