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Heritage Pines CDD swears in supervisors, elects officers and adopts amended 2024 budget
Summary
At its Dec. 10 meeting in Hudson, the Heritage Pines Community Development District swore in three newly elected supervisors, elected board officers, adopted an amended FY 2023/2024 budget to reflect a major equipment purchase and contingency increase, approved cleanup work at parcel 33 and accepted unaudited financial statements.
The Heritage Pines Community Development District Board of Supervisors on Dec. 10, 2024, in Hudson swore in newly elected supervisors Arthur Rhodes, Stephen Putman and Michael Walsh, elected its slate of officers and adopted an amended fiscal year 2023/2024 budget that includes a major equipment purchase and a $20,000 increase to contingency funds.
District Manager Chuck Adams, acting as a Notary, administered the Oath of Office to the three newly elected supervisors and reviewed required ethics training and Form 1 filing deadlines. After the oath, the board considered Resolution 2025‑01 to set officers. Michael Walsh nominated Kathleen Lonergan as chair and Arthur Rhodes as vice chair; the board confirmed Walsh, Carol Vaughan and Stephen Putman as assistant secretaries and removed Janice Benedetti from the assistant secretary roster. The motion by Walsh, seconded by Vaughan, carried unanimously.
Separately, the board adopted Resolution 2025‑02 amending the FY 2023/2024 budget to reflect a large expenditure for a new lawnmower, to add columns showing “Actual” versus “Adopted Budget” and to increase the "Operations and maintenance – Contingencies" line by $20,000. Chair Kathleen Lonergan noted the district expects a $1,298 refund from the Tax Collector’s Office that will offset part of the difference between actuals and the amended budget. The resolution was adopted on a motion by Michael Walsh and seconded by Stephen Putman, passed unanimously.
On operations, the board approved a proposal for additional cleanup at parcel 33 — requested by Supervisor Carol Vaughan — covering perimeter cleanup, removal of dead trees and mulching. District Engineer Kurt Heath advised that a natural wetland and a retention area exist on the parcel and described areas that are difficult to mow; the board approved the proposal, including an optional weed‑whacker scope, on a motion by Michael Walsh seconded by Stephen Putman, with payment to be made upon completion.
The board accepted unaudited financial statements as of Oct. 31, 2024. Adams reported that the district established a BankUnited Insured Cash Sweep (ICS) investment account; the initial 4.75% rate has fallen to about 4.25%. Arthur Rhodes moved to accept the statements and Carol Vaughan seconded; the acceptance was unanimous.
The board approved the Oct. 15, 2024 regular meeting minutes with textual corrections (including changing a previous reference from “Gatz” to “Hurley,” correcting a name listed as Walsh to Rhodes in one line, and renaming a pond reference to Hole) and recorded completion of several to‑do items and vendor name updates.
During audience comments a resident asked whether the CDD would consider supporting infrastructure or financing for a new building Heritage Pines is planning. "The matter has not come before the board yet," Adams said, adding the district must protect the front gate and its tax‑exempt financing. Chair Lonergan said the board would need specific details and suggested the topic could be discussed at the Feb. 18 workshop for newly seated supervisors.
District Engineer Kurt Heath said he will inspect retention and tree issues at parcel 33. The board set its next regular meeting for Feb. 18, 2025, at 2 p.m. and scheduled a CDD overview workshop at 1 p.m. that day. The meeting adjourned at 2:34 p.m.
Votes at a glance: • Resolution 2025‑01 (Electing and Removing Officers): motion by Michael Walsh; seconded by Carol Vaughan; outcome: approved unanimously (yes: Lonergan, Vaughan, Rhodes, Walsh, Putman). • Resolution 2025‑02 (Adopting Amended FY 2023/2024 Budget): motion by Michael Walsh; seconded by Stephen Putman; outcome: approved unanimously (yes: Lonergan, Vaughan, Rhodes, Walsh, Putman). • Approval of additional cleanup at parcel 33 (includes optional scope): motion by Michael Walsh; seconded by Stephen Putman; outcome: approved unanimously. • Acceptance of Unaudited Financial Statements (Oct. 31, 2024): motion by Arthur Rhodes; seconded by Carol Vaughan; outcome: approved unanimously. • Approval of Oct. 15, 2024 minutes (as amended): motion by Michael Walsh; seconded by Carol Vaughan; outcome: approved unanimously.
Next steps: staff will inspect the retention/tree issues at parcel 33 and present findings; the board will hold a CDD overview workshop on Feb. 18, 2025, at 1 p.m. for newly seated supervisors and interested parties.
