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, May 18, 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.
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6	Present and constituting a quorum were:
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Steven Wertovitch	Chairperson
Joe DePompa	Vice Chairperson
Gary Rider	Assistant Secretary
Richard Waugh	Assistant Secretary
Robert Johnstone	Assistant Secretary 13
14	Also, present were either in person, video (TEAMs) or voice conference call: 15
Howard Neal	District Manager
Mark Vega	Client Relations Manager
Robert Dvorak	District Engineer
Brenda Burgess	Finance Director, Inframark (via remotely)
Katelyn Sutter	Finance Supervisor, Inframark (via remotely) 21
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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.
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FIRST ORDER OF BUSINESS	Call to Order and Roll Call
Mr. Neal called the meeting to order, and a quorum was established. 30
SECOND ORDER OF BUSINESS	Audience Comments
There were no audience comments. 33
THIRD ORDER OF BUSINESS	Business Administration
A. Presentation of Bond Payoff Process
Ms. Burgess provided an overview of the bond payoff information included in the agenda. Mr.
DePompa commented that the Board had not been informed of the bond payoff at maturity. Mr.
Wertovitch began reading an email from Ms. Montagna, after which Mr. Neal continued reading the

Heritage Springs CDD May 18, 2026, Meeting
correspondence. The email stated that the remaining balance of $211,965.45 in the trust accounts was
transferred to the Valley operating account on May 5, 2026. Of that amount, $141,027.30 will be
refunded to the 710 property owners who paid the debt through the November tax bill. It was noted
that approximately seven property owners still have outstanding balances totaling about $1,400,
which will be added to the $211,965 once all payments have been collected. Finance cannot identify
the owners who made payments. At this time, finance must wait until the payments are 100%
collected before making reimbursements. The remaining balance of approximately $70,000 in the
new Valley account may be used for any lawful District purpose. Mr. DePompa asked who would
receive the refunds, and Ms. Burgess explained that if ownership of a property had changed, the
current homeowner would receive the refund, as the debt is attached to the property.

On	MOTION	by	Mr.	Johnstone,	seconded	by	Mr. Wertovitch, with all in favor, the Board approved to refund
$196.63 to the homeowner of record. 5-0

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Mr. Wertovitch asked whether a process had been established for issuing the refunds, and Ms.
Burgess responded that checks would be mailed with a supporting cover letter, with Inframark
working alongside Mr. Wertovitch on the letter. Mr. Waugh commented that while bond payoffs had
been handled more effectively in the past, this process could have been managed better. Ms. Burgess
acknowledged that improvements could have been made, and further discussion followed. It was also
noted that approximately $72,000 would return to the operating account.
Additional discussion took place regarding the status of the assessment collections, with Mr. Vega
reporting that 99% of the assessments had been collected. 61
B. Approval of Regular Meeting Minutes held on April 20, 2026
Mr. DePompa commented that on page 15 of the agenda, the accrued amount listed was
$112,706, while the amount for the current month was $162,793. Mr. Neal reviewed the Finn
Outdoor invoice with Mr. DePompa, which reflected the payments made to Finn Outdoor as well as
the remaining balance requested. Mr. Wertovitch stated that the Board should receive the bill first,
after which he would confirm payment, and Mr. Neal agreed to work with him on this process. Mr.
Johnstone and Mr. Wertovitch also requested that reimbursement records for certain Staples
purchases and hat purchases be reviewed, and Mr. Neal stated that follow-up would be conducted to
determine what reimbursements had already been processed.

Heritage Springs CDD May 18, 2026, Meeting

On MOTION by Mr. Waugh, seconded by Mr. Johnstone with all in favor, the Meeting Minutes for April 20, 2026, was approved. 5-0

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C. Consideration of Resolution 2026-04; Approving Proposed Budget and Setting Public
Hearing
Mr. Neal reviewed the line items to which the $10 increase had been applied. Mr. DePompa
responded that the $10 increase should instead be applied to the pond line item, resulting in an
additional $13,370 allocated to that category. The Board then discussed the possibility of reducing the
Interest Investments line item. However, the Board ultimately decided to maintain the amount at
$40,000. Further discussion focused on ensuring that the line items reflected in the financial
statements matched those included in the budget. The Board directed that “Pond Bank Point Repairs
& Maintenance” be revised to remove “Point,” and that the “R&M Stormwater System” line item be
updated to “Weir and Wetland Maintenance,” while also removing “ProfServe Wetlands.”
It was confirmed that all of these revisions had been incorporated into the proposed budget. The
Board also requested that the supporting increase letter specifically emphasize the $10 increase to

On MOTION by Mr. Johnstone, seconded by Mr. DePompa with all in favor, the Board approved Resolution 2026-04; Approving Proposed Budget and Setting Public Hearing.
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residents and clarify that the increase represents an annual amount. 90
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This is just for informational purposes and there are 2016 registered voters within the
District.
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FOURTH ORDER OF BUSINESS	Staff Reports
A. District Accountant
i. Approval of April 2026 Financial Statements
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Heritage Springs CDD May 18, 2026, Meeting

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

B. District Engineer
Mr. Dvorak provided an update on the work being completed by Finn Outdoor. Mr. Rider commented that Finn had done an excellent job on a recent project, which led to further discussion regarding the work performed and the techniques utilized. Mr. Dvorak also discussed establishing a process for the Board to review projects before drawings are finalized and stated that he would bring the relevant materials to the next meeting for Board review.
Additional discussion followed regarding a pond assessment request focused only on the areas directly behind residents’ homes rather than the entire pond. Robert confirmed that photos would be taken of the remaining ponds to document the current conditions, particularly due to the unusually low water levels. Mr. Johnstone asked whether Mr. Dvorak had a cost estimate for completing the assessments, and he responded that each pond assessment would require approximately 2 to 2 and 1/2 hours to complete and should ideally be finished before the rainy season begins. Mr. Waugh suggested establishing a not-to-exceed amount for completing the assessments and photographs, while also recommending that efforts focus on areas that had not previously been documented. Mr. Dvorak estimated that the cost to obtain updated photos would be approximately $3,000, which prompted additional discussion, including Mr. Wertovitch’s request for an aerial overlay. Mr. Waugh then questioned the overall importance of the photos, and Mr. Dvorak explained that the documentation becomes essential when additional repair or maintenance work is needed in the future.

On MOTION by Mr. Johnstone, seconded by Mr. Waugh with all in favor, the Board approved a NTE amount of
$3,000 for the photos in accordance with the pond evaluation and maintenance report. 5-0

Robert further stated that, in consideration of the current budget cycle, rates would remain unchanged through 2026, although he anticipated a 3% to 4% increase for Fiscal Year 2027. Additional discussion regarding ongoing repair work followed.

Heritage Springs CDD May 18, 2026, Meeting
C. District Manager
Mr. Neal informed the Board that the next meeting was scheduled for June 15 at 2:30 p.m.
Mr. Johnstone requested that, going forward, a formal meeting invitation be sent to the Board
along with the agenda package rather than only distributing the information by email, allowing
Board members to respond directly to the meeting invite.
The Board also directed that the financial statements and invoices be removed from the agenda.
Additionally, Mr. Johnstone requested that the meeting schedule include a line indicating when

On MOTION by Mr. Rider, seconded by Mr. Johnstone with all in favor, the Board approved the Ratification of Estimate #1140 for Drain Repair that was completed last Wednesday for $850. 5-0

the agenda package will be distributed. 152
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FIFTH ORDER OF BUSINESS	Maintenance Items
Mr. DePompa provided the Board with an update on maintenance items related to the ongoing
pond work, followed by Board discussion. During the discussion, Mr. Neal requested that Mr.
DePompa provide the data sheet referenced in his update. Mr. Wertovitch also requested that
Finn Outdoor provide a proposal for repair work to the gabion at Pond 161-B, noting that the
proposal had previously been requested but not yet received. Mr. Wertovitch recalled that the

On MOTION by Mr. Johnstone, seconded by Mr. DePompa with all in favor, the Board approved a NTE amount of
$35,000 for repairs behind the gabion at Pond 161-B. 5-0

estimated cost of the repair was approximately $30,000, and additional discussion followed. 166
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Mr. DePompa then continued with his maintenance update. Mr. Rider stated that an additional

On MOTION by Mr. Rider, seconded by Mr. Johnstone with all in favor, the Board approved a NTE amount of $1,000 for the purchase of one cast iron grate measuring 53" x 36". 5-0

grate was needed near the driving range. 173
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Heritage Springs CDD May 18, 2026, Meeting
Joe concluded by continuing his update regarding projected maintenance expenditures and
amounts already spent.
SIXTH ORDER OF BUSINESS	Board	of	Supervisors’	Requests	or
Comments
Mr. Waugh asked who would be signing Resolution 2026-04, which was followed by Board
discussion.
Mr. Johnstone then relayed a request from Joe Davis regarding an inlet located behind several
homes adjacent to a wetland area, and explained that the inlet has an approximately 6-inch-deep
and 6-foot-wide gap that requires a cover, prompting discussion regarding the type of structure and
appropriate repair method. Mr. Johnstone also provided a handout outlining a potential solution for
the Board’s review. Mr. Dvorak suggested that Finn Outdoor review the issue while onsite, noting
that the drain had previously been covered with sod. The structure was identified as Control
Structure 51, located behind 1220 Winding Willow Road. Mr. Dvorak stated that a plate cover
would be necessary for the gap and recommended the use of angle iron or galvanized steel for
durability. Robert indicated that he would work toward resolving the issue, although DM could
also inspect the area.
Mr. Vega commented that he had received a response from Mr. Johnstone with Finn Outdoor
confirming that the previously quoted price of $30,000 for the gabion work would be honored and
that the work could likely be completed within four to six weeks. Additional discussion followed,
and Mr. Johnstone was directed to send an updated estimate with the current date to Mr.
Wertovitch by Tuesday.
Mr. Wertovitch also provided an update regarding erosion at Pond 161-C, noting that repairs had
not yet been completed. He explained that the area borders the Villages of Trinity Lakes
community and that water was flowing from a resident’s yard and washing out the bank, and stated
that two French drains originating from a resident’s property were believed to be the cause.
Although the drains had been removed, erosion continued to occur. The Board discussed whether
responsibility for the affected property fell under the CDD or HOA and ultimately confirmed that
it was HOA property. Mr. Vega suggested that the HOA’s attorney send a letter regarding the
issue, and further discussion followed. Mr. Wertovitch stated that he would visit the area with
Dave from the HOA to review the conditions.

Heritage Springs CDD May 18, 2026, Meeting
Mr. Wertovitch also advised that a resident had requested permission to add plants to Pond 151-B,
located near the estate homes section of the community, and stated that he would contact Clearvue
to determine what could appropriately be planted in the area.
In addition, Mr. Wertovitch commented on concerns regarding downspouts and water discharging
into a pond, although the exact location was uncertain. Mr. DePompa suggested regrading or
crowning the ground to help slow the discharge of water into the pond.
Mr. Johnstone then commented on water overflow issues at Pond 171-D, and additional discussion
followed.
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217	SEVENTH ORDER OF BUSINESS	Adjournment
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On MOTION by Mr. DePompa, seconded by Mr. Rider, with all in favor, the meeting was adjourned at 4:57 p.m. 5-0

219	There being no further business, 220
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227	Steven Wertovitch
228	Chairperson