HomeMy WebLinkAbout2024-08-13 Work Session & Regular Meeting PacketAGENDA
City Council Work Session
Tuesday, August 13, 2024 @ 5:30 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna will meet in a Closed Session on 08/13/2024 at 5:30 PM, in
the Anna Municipal Complex - Council Chambers, located at 120 W. 7th Street, to consider the
following items.
1.Call to Order, Roll Call, and Establishment of Quorum.
2.Closed Session (Exceptions).
Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to
discuss any items listed or referenced on this Agenda under the following exceptions:
a.Consult with legal counsel regarding pending or contemplated litigation and/or
on matters in which the duty of the attorney to the governmental body under the
Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas
clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code
§551.071).
b.Discuss or deliberate the purchase, exchange, lease, or value of real property
(Tex. Gov’t Code §551.072).
c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or
deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay, or
expand in or near the territory of the City of Anna and with which the City is
conducting economic development negotiations; or (2) To deliberate the offer of
a financial or other incentive to a business prospect described by subdivision
(1). (Tex. Gov’t Code §551.087).
d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards
and Commissions
The Council further reserves the right to enter into executive session at any time
throughout any duly noticed meeting under any applicable exception to the Open
Meetings Act.
3.Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City Council
meeting occurring on the same date as the meeting noticed in this agenda.
4.Adjourn.
This is to certify that I, Carrie L. Land, City Secretary, posted this Agenda on the City’s website
(www.annatexas.gov) and at the Anna Municipal Complex bulletin board at or before 5:00 p.m.
on 08/09/2024.
____________________________
Carrie L. Land, City Secretary
AGENDA
City Council Meeting
Tuesday, August 13, 2024 at 6:00 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna will meet on 08/13/2024 at 6:00 PM in the Anna
Municipal Complex-Council Chambers, located at 120 W. 7th Street, to consider the
following items.
Welcome to the City Council meeting. If you wish to speak on an Open Session agenda
item, please fill out the Opinion/Speaker Registration Form and turn it in to the City
Secretary before the meeting starts.
1.Call to Order, Roll Call, and Establishment of Quorum.
2.Invocation and Pledge of Allegiance.
3.Neighbor Comments.
At this time, any person may address the City Council regarding an item on this
meeting Agenda that is not scheduled for public hearing. Also, at this time, any
person may address the City Council regarding an item that is not on this
meeting Agenda. Each person will be allowed up to three (3) minutes to speak.
No discussion or action may be taken at this meeting on items not listed on this
Agenda, other than to make statements of specific information in response to a
citizen’s inquiry or to recite existing policy in response to the inquiry.
4.Reports.
Receive reports from Staff or the City Council about items of community interest.
Items of community interest include: expressions of thanks, congratulations, or
condolence; information regarding holiday schedules; an honorary or salutary
recognition of a public official, public employee, or other citizen (but not including a
change in status of a person's public office or public employment); a reminder about
an upcoming event organized or sponsored by the governing body; information
regarding a social, ceremonial, or community event organized or sponsored by an
entity other than the governing body that was attended or is scheduled to be
attended by a member of the governing body or an official or employee of the
municipality; and announcements involving an imminent threat to the public health
and safety of people in the municipality that has arisen after the posting of the
Agenda.
5.Work Session.
a.Presentation of the Proposed FY2024-2025 Budget. (City Manager Ryan
Henderson)
6.Consent Items.
These items consist of non-controversial or "housekeeping" items required by law.
Items may be considered individually by any Council Member making such request
prior to a motion and vote on the Consent Items.
a.Approve City Council Meeting Minutes for July 23, 2024 and July 30, 2024. (City
Secretary Carrie Land)
b.Review Minutes of the June 6, 2024, Joint Community Development
Corporation and Economic Development Corporation Board Meeting. (Director
of Economic Development Bernie Parker)
c.Review Minutes of the June 20, 2024, Special Called Joint Community
Development Corporation and Economic Development Corporation Board
Meeting. (Director of Economic Development Bernie Parker)
d.Review Minutes of the July 18, 2024, Joint Community Development
Corporation and Economic Development Corporation Board Meeting. (Director
of Economic Development Bernie Parker)
e.Authorize the City Manager to execute an interlocal agreement for mutual
access to CloudLibrary digital resources with the Texas cloudLink group.
(Director of Neighborhood Services Marc Marchand)
f.Approve a Resolution authorizing the City Manager to execute purchase orders
for the purchase of furniture for the Anna Community Library and Municipal
Plaza projects. (Neighborhood Services Director Marc Marchand)
g.Approve a Resolution authorizing the City Manager to execute a change order
to the existing Purchase Order with GeoTex Engineering for the material testing
of the Anna Community Library Project. (Assistant City Manager Greg Peters,
P.E.)
h.Approve a Resolution authorizing the City Manager to approve an agreement
with Carahsoft Technology Corporation for Annual Comprehensive Financial
Reporting software. (Director of Finance Aimee Ferguson)
i.Approve a Resolution authorizing the City Manager to execute an updated
Interlocal Agreement for Emergency Dispatch Services between Collin County
and the Anna Fire Department (Fire Chief Ray Isom)
j.Approve a Resolution authorizing the City Manager to approve an updated
interlocal agreement for jail services between Collin County and the City of
Anna. (Police Chief Dean Habel)
k.Approve a Resolution authorizing the City Manager to execute an updated
interlocal agreement for emergency dispatch services between Collin County
and the City of Anna. (Police Chief Dean Habel)
7.Items For Individual Consideration.
a.Conduct a Public Hearing/Consider/Discuss/Action on a request to rezone and
zone 1,035± acres generally located at the northwest and northeast corners of
W. Rosamond Parkway and U.S. Highway 75 in accordance with Development
Agreement (Res. No. 2024-05-1621). Zoned Planned Development (Ord. No.
537-2011) and located within the Extraterritorial Jurisdiction (ETJ). (Planning
Manager Lauren Mecke)
b.Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to rezone
59.11± acres from Single-Family Residential – Large Lot (SF-E) to Planned
Development for multi-family, single-family, commercial, and industrial
development. Located on the northwest and southwest corner of County Road
423 and Powell Parkway. (Planning Manager Lauren Mecke)
c.Consider/Discuss/Action on a Resolution approving the Powell Corners, Block
A, Lot 1, Concept Plan. (Planning Manager Lauren Mecke)
d.Consider/Discuss/Action on a Resolution naming the date and place of a public
hearing on the FY2024-2025 Budget. (Budget Manager Terri Doby)
e.Consider/Discuss/Action on a Resolution to propose a property tax rate of
0.507200 per $100 of property valuation for the City that the Council may adopt
for the 2024 tax year and setting date and time for a public hearing on the tax
rate. (Budget Manager Terri Doby)
f.Consider/Discuss/Action on the adoption of an Ordinance Authorizing the
Issuance and Sale of Up to $25,000,000 City of Anna, Texas Combination Tax
and Revenue Certificates of Obligation, Series 2024 to Fund Acquisition of Fire
Trucks, Municipal Buildings, and Sewer System Improvements; Levying an
Annual Ad Valorem Tax and Providing for the Security for and Payment of said
Certificates of Obligation; Approving an Official Statement; and Enacting other
Provisions Relating to the Subject. (Budget Manager Terri Doby)
g.Consider/Discuss/Action on a Resolution of The City Of Anna, Texas
determining the costs of Certain Authorized Improvements to be financed by
The Woods at Lindsey Place Public Improvement District; approving a
Preliminary Service Plan and Assessment Plan, including Proposed
Assessment Rolls; Calling a Regular Meeting and Noticing a Public Hearing for
August 27, 2024 to consider an Ordinance Levying Assessments on Property
Located within Improvement Area #2 of The Woods at Lindsey Place Public
Improvement District; Directing the Filing of the Proposed Assessment Rolls
with the City Secretary to make Available for Public Inspection; Directing City
Staff to Publish and Mail Notice of said Public Hearing; and Resolving other
Matters Incident and Related Thereto. (Director of Economic Development
Bernie Parker).
h.Acting as the Anna Public Facility Corporation Board of Directors, receive an
update on the financing and development status of the multifamily residential
development to be known as Sharp & Finley, to be located in the City of Anna,
Texas, that was approved by the Anna Public Facility Corporation on June 13,
2023. (Director of Economic Development Bernie Parker)
i.Consider/Discuss/Action on a Resolution, finding that a public necessity exists
for the acquisition of permanent sanitary sewer line easement on and under
0.3652 acres of property, more or less, and a companion temporary
construction easement of 0.3775 acres, more or less, presently owned by
Valinda Plaza, LLC and located at Tract 17, Abstract A0510 of the JM Kincaid
Survey, and to include consideration of the use of eminent domain to condemn
property. (Assistant City Manager Greg Peters, P.E.)
j.Consider/Discuss/Act on a Resolution, finding that a public necessity exists for
the acquisition of permanent sanitary sewer line easement on and under 0.5034
acres of property, more or less, and a companion temporary construction
easement of 0.4328 acres, more or less, presently owned by Valinda Plaza,
LLC and located at Tract 16, Abstract A0510 of the JM Kincaid Survey, and to
include consideration of the use of eminent domain to condemn property.
(Assistant City Manager Greg Peters, P.E.)
8.Closed Session (Exceptions).
Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to
discuss any items listed or referenced on this Agenda under the following exceptions:
a.Consult with legal counsel regarding pending or contemplated litigation and/or
on matters in which the duty of the attorney to the governmental body under the
Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas
clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code
§551.071).
b.Discuss or deliberate the purchase, exchange, lease, or value of real property
(Tex. Gov’t Code §551.072).
c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or
deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay, or
expand in or near the territory of the City of Anna and with which the City is
conducting economic development negotiations; or (2) To deliberate the offer of
a financial or other incentive to a business prospect described by subdivision
(1). (Tex. Gov’t Code §551.087).
d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). City
Secretary Annual Review
The Council further reserves the right to enter into Executive Session at any time
throughout any duly noticed meeting under any applicable exception to the Open
Meetings Act.
9.Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City Council
meeting occurring on the same date as the meeting noticed in this agenda.
10.Adjourn.
This is to certify that I, Carrie L. Land, City Secretary, posted this Agenda on the City’s website
(www.annatexas.gov) and at the Anna Municipal Complex bulletin board at or before 5:00 p.m.
on 08/09/2024.
_______________________________
Carrie L. Land, City Secretary
Item No. 5.a.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Terri Doby
AGENDA ITEM:
Presentation of the Proposed FY2024-2025 Budget. (City Manager Ryan Henderson)
SUMMARY:
Section 7.02 of the City Charter states that on or before the 15th day of August of the
fiscal year, the City Manager must submit to the City Council a budget for the ensuing
fiscal year. Staff will provide a brief presentation of the Proposed FY2024-2025 Budget.
A hard copy of the draft budget will be provided to each City Councilmember for review.
A copy of the draft budget will be posted on the City's website on August 14th.
FINANCIAL IMPACT:
Process to adopt the FY2024-2025 Budget.
BACKGROUND:
Texas Local Government Code 102.002 requires the preparation each year of a
municipal budget to cover the proposed expenditures of the municipal government.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
Item No. 6.a.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact:
AGENDA ITEM:
Approve City Council Meeting Minutes for July 23, 2024 and July 30, 2024. (City
Secretary Carrie Land)
SUMMARY:
FINANCIAL IMPACT:
BACKGROUND:
STRATEGIC CONNECTIONS:
ATTACHMENTS:
1. CCmin2024-07-23 Work Session
2. CCmin2024-07-23
3. CCmin2024-07-30 Special Called
City Council Work Session
Meeting Minutes
Tuesday, July 23, 2024 @ 5:30 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna met in Closed Session on 7/23/2024 at 5:30 PM, in
the Anna Municipal Complex - Council Chambers, located at 120 W. 7th Street, to
consider the following items.
1. Call to Order, Roll Call, and Establishment of Quorum.
Mayor Cain called the meeting to order at 5:30 PM.
Members Present:
Mayor Pete Cain
Mayor Pro Tem Stan Carver ll
Deputy Mayor Pro Tem Elden Baker
Council Member Jody Bills
Council Member Kelly Herndon
Council Member Lee Miller
Members Absent:
None
2. Closed Session (Exceptions).
Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed
Session to discuss any items listed or referenced on this Agenda under the
following exceptions:
a. Consult with legal counsel regarding pending or contemplated litigation
and/or on matters in which the duty of the attorney to the governmental body
under the Texas Disciplinary Rules of Professional Conduct of the State Bar
of Texas clearly conflicts with Chapter 551 of the Government Code (Tex.
Gov’t Code §551.071).
b. Discuss or deliberate the purchase, exchange, lease, or value of real
property (Tex. Gov’t Code §551.072).
c. Discuss or deliberate Economic Development Negotiations: (1) To discuss
or deliberate regarding commercial or financial information that the City has
received from a business prospect that the City seeks to have locate, stay,
or expand in or near the territory of the City of Anna and with which the City
is conducting economic development negotiations; or (2) To deliberate the
offer of a financial or other incentive to a business prospect described by
subdivision (1). (Tex. Gov’t Code §551.087).
d. Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074).
MOTION: Council Member Herndon moved to enter closed session. Mayor
Pro Tem Carver seconded. Motion carried 6-0.
Mayor Cain recessed the meeting at 5:31 PM.
Mayor Cain reconvened the meeting at 6:25 PM.
3. Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City
Council meeting occurring on the same date as the meeting noticed in this agenda.
No action taken.
4. Adjourn.
Mayor Cain adjourned the meeting at 6:25 PM.
Approved on the 13th Day of August 2024
______________________________
ATTEST: Mayor Pete Cain
______________________________
City Secretary Carrie L. Land
Regular City Council Meeting
Meeting Minutes
Tuesday, July 23, 2024 @ 6:00 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna met on 7/23/2024 at 6:00 PM in the Anna Municipal
Complex-Council Chambers, located at 120 W. 7th Street, to consider the following items.
1. Call to Order, Roll Call, and Establishment of Quorum.
Mayor Cain called the meeting to order at 6:27 PM.
Members Present:
Mayor Pete Cain
Mayor Pro Tem Stan Carver ll
Deputy Mayor Pro Tem Elden Baker
Council Member Kevin Toten
Council Member Jody Bills
Council Member Kelly Herndon
Council Member Lee Miller
Members Absent:
None
2. Invocation and Pledge of Allegiance.
Council Member Bills led the Invocation and Pledge of Allegiance.
3. Neighbor Comments.
Nichole Hunt and Robbie Sell spoke about the erosion in Northpointe
Crossing subdivision.
Terrell Culbertson spoke about lot sizes.
Del Church, G Temesvary, Latricia Smith for Janet Smith, Shawn Smith
Shannon Benton, Matt Benton, and Ronny Hill spoke about the CR 289/290
Liberty Hills Development in opposition.
Betty Sharp spoke about bringing something different to Anna.
4. Reports.
None given.
5. Work Session.
a. Discuss creek channel erosion in Northpointe Crossing subdivision.
(Assistant City Manager Greg Peters, P.E.)
Northpointe Crossing Subdivision is located in the northern portion of the
City of Anna, east of State Highway 5 and south of County Road 1106.
The Northpointe HOA has requested the City to analyze the concerns they
have regarding erosion of the drainage channel located on HOA property.
Staff presented additional information regarding the analysis, and
recommended a partnership between the City and the HOA to address the
erosion.
b. Receive an update on the Anna Community Library project and review
preliminary plans for staffing and operating the facility. (Director of
Neighborhood Services Marc Marchand)
The Anna Community Library project was funded through the 2021 Bond
Program. A task force was created in 2021 to make recommendations to
the Council on a project charter that would guide the design and
construction of the new community library. The project is currently under
construction. The construction phase is expected to be complete in May
2025 with an opening date happening in late summer.
Library construction is well underway, staff updated the Council on
preparations for library operations. Council was presented with the
proposed mission, branding, elements of service, hours of operation,
staffing, proposed budget, policies, and presented with a preliminary
opening and operations timeline. Staff sought Council's input and direction.
No financial impact at this time. However, the staffing plan and operations
will have costs associated with them, beginning in FY24-25. The staffing
and operations presented have been coordinated with the City Manager
Office and the Budget Manager for inclusion in the annual budget.
6. Consent Items.
MOTION: Council Member Toten moved to approve items 6.a.-c. Council Member
Herndon seconded. Motion carried 7-0.
a. Approve City Council Meeting Minutes for July 9, 2024. (City Secretary
Carrie Land)
b. Review Monthly Financial Report for the Month Ending June 30, 2024.
(Budget Manager Terri Doby)
c. Review minutes for the May 20, 2024, and June 17, 2024, Parks Advisory
Board Meetings. (Director of Neighborhood Services Marc Marchand)
7. Items For Individual Consideration.
a. Continue a Public Hearing/Consider/Discuss/Action on an Ordinance to
rezone 20.5± acres located on the west side of N. Powell Parkway, 730 ±
feet south of CR 373, from SF-E Single-Family Residential - Large Lot to
Multi-Family (MF) & Regional Commercial (C-2). (Planning Manager Lauren
Mecke)
Continued the public hearing from the June 25, 2024 Council Meeting.
At its June 3, 2024 meeting, the Planning & Zoning Commission
recommended approval by a vote of 6-0.
On June 25, 2024, the City Council voted to hold open the Public Hearing
and table the item to the July 23, 2024, City Council meeting.
The applicant is requesting to rezone 20.5± acres from SF-E Single-Family
Residential - Large Lot to Multi-Family (MF) & Regional Commercial (C-2)
for future multi-family and commercial development.
The Multi-Family Residential (MF) district provides for high-density
residential development, targeting well-designed multi-family uses serving
as a transition between medium-density residential development and
commercial nodes. This district encourages multi-family uses with site
development characteristics that accommodate open space and access to
light and air.
The Regional Commercial (C-2) district provides for medium- to large-scale
development of retail, service, entertainment, and office necessary for a
regional market. This district primarily facilitates commercial development,
like big box and anchor retailers and intensive shopping strip centers that
are automobile oriented and generate high traffic counts.
Surrounding Land Uses and Zoning
Conformance with the Anna 2050 Comprehensive Plan
At the June 25, 2024 Council Meeting, City Council approved amending the
Future Land Use Plan to Regional Activity Center. The zoning request is in
conformance with the Regional Activity Center Place Type.
MOTION: Mayor Pro Tem Carver moved to table, continuing the public
hearing until August 13, 2024 at 6:00 PM at the Anna Municipal Conplex,
120 W 7th St, Anna, Tx 75409. Council Member Miller seconded. Motion
carried 2-5. Council Member Toten, Council Member Bills, Council Member
Herndon, Deputy Mayor Pro Tem Baker, and Mayor Cain opposed. Motion
failed.
Mayor Cain closed the public hearing at 8:56 PM.
MOTION: Council Member Toten moved to approve. Council Member Bills
seconded. Motion carried 5-2. Mayor Pro Tem Carver, and Council Member
Miller opposed.
AN ORDINANCE OF THE CITY OF ANNA, TEXAS AMENDING THE
CITY’S COMPREHENSIVE PLAN, ZONING MAP, AND ZONING
ORDINANCE AND CHANGING THE ZONING OF CERTAIN PROPERTY
AS DESCRIBED HEREIN; PROVIDING FOR SAVINGS, REPEALING AND
SEVERABILITY CLAUSES; PROVIDING FOR AN EFFECTIVE DATE;
PROVIDING FOR A PENALTY CLAUSE NOT TO EXCEED $2,000 OR
Anacapri
THE HIGHEST PENALTY AMOUNT ALLOWED BY LAW, WHICHEVER IS
LESS; AND, PROVIDING FOR THE PUBLICATION OF THE CAPTION
HEREOF.
(Property rezoned under this ordinance is located on the west side of N.
Powell Parkway, 1,010± feet north of Butler Street)
b. Consider/Discuss/Action on a Resolution approving the Anna 23, Concept
Plan. (Planning Manager Lauren Mecke)
At the June 3, 2024, Planning & Zoning Commission meeting, the
recommendation of the concept plan was for approval by a vote of 6-0.
The Concept Plan is associated with the zoning case and is contingent upon
approval of the zoning case. The purpose for the Concept Plan is to show
the conceptual layout and related site improvements and locations
associated with the multi-family & commercial development.
300 Multi-Family Dwellings on one lot on 15.2± acres and Retail and
Restaurants on 8.1± acres located on the west side of N. Powell Parkway,
1,010± feet north of Butler Street.
The Concept Plan complies with the zoning district's area regulations as
requested by the zoning case.
MOTION: Council Member Toten moved to approve. Council Member Bills
seconded. Motion carried 5-2. Mayor Pro Tem Carver, and Council Member
Miller opposed.
A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING THE
ANNA 23, CONCEPT PLAN
c. Conduct a Public Hearing / Consider / Discuss / Action approving an
Ordinance adopting Sanitary Sewer Utility Rates for FY2025. (Budget
Manager Terri Doby)
During the FY2021 budget process, the City of Anna completed a utility rate
study with the assistance of a consultant. This process included a review of
all utility costs incurred by the City, all personnel, maintenance, and
operations costs, along with the anticipated rising costs of purchasing
wholesale water from the Greater Texoma Utility Authority (GTUA) and the
North Texas Municipal Water District (NTMWD). In addition, the sewer
treatment costs were also evaluated. The FY2025 budget has a rate
increase commensurate with these philosophies and strategies of keeping
the utility solvent and sustainable as we continue to expand with residential
and commercial growth.
This ordinance adopts a new rate schedule for wastewater rates in the City
of Anna for FY2025.
The City of Anna charges for water consumption, wastewater consumption,
and other fees related to providing consumers with utility services. As an
enterprise fund, the revenues charged should, at a minimum, cover the
fund's operating expenses and debt service, as well as any other policy
goals defined by the City Council, including funding for capital projects,
capital equipment replacement, and conservation efforts.
Staff has reviewed the financial condition of the Utility Fund with the
assistance of our rate model and is proposing rate increases. The revised
recommendation includes a rate increase on the base charge and
volumetric charge for wastewater by ten percent. Along with additional
infrastructure needs, the City will experience a 15 percent increase in the
cost of treatment from the North Texas Municipal Water District (NTMWD).
These increases are required to ensure that the Utility Fund maintains
viability. The increases ensure that the City is able to cover the rising costs
of sewer treatment and the associated costs of transmission of sewer to
treatment facilities.
The proposed rate increases represent the minimum recommended needed
to balance the revenues and expenses of the Utility Fund while meeting the
needs of the growing population we serve. The proposed increases are
solely proposed to cover cost increases the City is facing and the funding
of capital improvements.
Average Monthly Total Bill Increase for Residents:
Mayor Cain opened the public hearing at 9:03 PM.
No comments.
Mayor Cain closed the public hearing at 9:04 PM.
MOTION: Deputy Mayor Pro Tem Baker moved to approve. Mayor Pro
Tem Carver seconded. Motion carried 7-0.
AN ORDINANCE OF THE CITY OF ANNA, TEXAS, ADOPTING A RATE
PLAN FOR SANITARY SEWER SERVICE RATES AS SHOWN IN
EXHIBIT A ATTACHED HERETO AND AMENDING THE ANNA CITY
CODE OF ORDINANCES APPENDIX A, ARTICLE A6.000 UTILITY FEES,
SECTION A6.009 WATER AND SANITARY SEWER SERVICE RATES;
PROVIDING FOR A PENALTY FOR ANY VIOLATION OF THIS
ORDINANCE NOT TO EXCEED $2,000; PROVIDING FOR SAVINGS,
SEVERABILITY, AND REPEALING CLAUSES; PROVIDING FOR AN
EFFECTIVE DATE; AND PROVIDING FOR THE PUBLICATION OF THE
CAPTION THEREOF.
8. Closed Session (Exceptions).
No closed session.
9. Consider/Discuss/Action on any items listed on any agenda - work session, regular
meeting, or closed session - that is duly posted by the City of Anna for any City
Council meeting occurring on the same date as the meeting noticed in this agenda.
No action taken.
10. Adjourn.
Mayor Cain adjourned the meeting at 9:11 PM.
Approved on the 13th Day of August 2024
________________________________
ATTEST: Mayor Pete Cain
____________________________
City Secretary Carrie L. Land
Special Called Council Meeting
Meeting Minutes
Tuesday, July 30, 2024 @ 6:00 PM
Anna Municipal Complex - Council Chambers
120 W. 7th Street, Anna, Texas 75409
The City Council of the City of Anna met on 7/30/2024 at 6:00 PM in the Anna Municipal
Complex-Council Chambers, located at 120 W. 7th Street, to consider the following items.
1. Call to Order, Roll Call, and Establishment of Quorum.
Mayor Cain called the meeting to order at 6:03 PM.
Members Present:
Mayor Pete Cain
Mayor Pro Tem Stan Carver ll
Deputy Mayor Pro Tem Elden Baker
Council Member Kevin Toten
Council Member Jody Bills
Council Member Kelly Herndon
Council Member Lee Miller
Members Absent:
None
2. Invocation and Pledge of Allegiance.
Mayor Pro Tem Carver led the Invocation and Pledge of Allegiance.
3. Neighbor Comments.
Dr. Glen Brown, G Temesvary, Mo Manouchehripour, Shawn Smith, and
Matt Benton spoke about the 2050 Comprehensive Plan.
4. Reports.
Mayor Pro Tem Carver gave a reminder about the construction taking place
across the City and encouraged everyone to be kind to each other to
prevent problems and fatalities as school reconvenes.
5. Work Session.
a. Recieve and discuss a presentation from City staff regarding the Anna 2050
Comprehensive Plan, development processes, and future development in
the City of Anna, Texas. (City Manager Ryan Henderson)
The City Council of the City of Anna adopted the Anna 2050 Comprehensive
Plan on April 27, 2021, by Ordinance 903-2021, which includes significant
changes to policies, processes, and goals for the community. Since that
time, the City of Anna has grown significantly, including major increases in
residential, commercial, and industrial development. Typically,
comprehensive plans receive a minor update every 5 years, and more
significant updates every 10 years. However, the accelerated pace of
development since 2021 has made 2024 an appropriate time to review key
elements of the plan pertaining to land development. The best way to review
the comprehensive plan is to begin with an overview of the plan itself, and
to also discuss the key components of land development within the
community.
The purpose of this item was to provide the City Council and the Anna
community with an overview of the following items:
• Anna 2050 Comprehensive Plan (focus on development aspects of the
document)
• In-city Development versus ETJ Development
• Overview of Anna's Development Process
• Incentives and Special Districts
This item was not a public hearing. It was a workshop for collaboration
between the City Council and City staff regarding development in the
community. Staff is prepared to act upon the feedback received at the
direction of the City Council.
6. Adjourn.
Mayor Cain adjourned the meeting at 8:55 PM.
Approved on the 13th day of August 2024
________________________________
ATTEST: Mayor Pete Cain
________________________________
City Secretary Carrie L. Land
Item No. 6.b.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Bernie Parker
AGENDA ITEM:
Review Minutes of the June 6, 2024, Joint Community Development Corporation and
Economic Development Corporation Board Meeting. (Director of Economic
Development Bernie Parker)
SUMMARY:
This item is for Council to review meeting minutes from the June 6, 2024, CDC/EDC
Joint Board Meeting.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
The CDC/EDC met on June 6, 2024, for their monthly Joint Board Meeting.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. June 6_2024 CDC EDC Joint Meeting Minutes (Signed)
Item No. 6.c.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Bernie Parker
AGENDA ITEM:
Review Minutes of the June 20, 2024, Special Called Joint Community Development
Corporation and Economic Development Corporation Board Meeting. (Director of
Economic Development Bernie Parker)
SUMMARY:
This item is for Council to review meeting minutes from the June 20, 2024, Special
Called CDC/EDC Joint Board Meeting.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
The CDC/EDC met on June 20, 2024, for a Special Called Joint Board Meeting.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. June 20_2024 Special Called CDC EDC Joint Meeting Minutes (Signed)
Item No. 6.d.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Bernie Parker
AGENDA ITEM:
Review Minutes of the July 18, 2024, Joint Community Development Corporation and
Economic Development Corporation Board Meeting. (Director of Economic
Development Bernie Parker)
SUMMARY:
This item is for Council to review meeting minutes from the July 18, 2024, CDC/EDC
Joint Board Meeting.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
The CDC/EDC met on July 18, 2024, for their monthly Joint Board Meeting.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. July 18_2024 CDC EDC Joint Meeting Minutes (Signed)
Item No. 6.e.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Marc Marchand
AGENDA ITEM:
Authorize the City Manager to execute an interlocal agreement for mutual access to
CloudLibrary digital resources with the Texas cloudLink group. (Director of
Neighborhood Services Marc Marchand)
SUMMARY:
CloudLibrary is a digital platform for eBooks and eAudiobooks made available by
membership in The Texas Cloudlink Group. Anna Community Library will share digital
resources with approximately seventy other libraries through this Interlocal Agreement.
This new resource will increase the availability of digital titles for library neighbors.
FINANCIAL IMPACT:
Funding for this service will be appropriated in the FY2025 Recreation and Library
Services budget. Annual expenditures for library digital resources will vary based on
neighbor demand and remain within the adopted annual budget for the library.
BACKGROUND:
A key service provided by the Anna Community Library is providing access to digital
titles for our neighbors through the library's virtual branch. The virtual branch of the
library will made available to the community prior to the construction completion phase
of the library. Joining the Cloudlink digital library consortium with other Texas public
libraries will provide extensive access to more digital titles for the community.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Vibrant.
ATTACHMENTS:
1. Cloudlibrary Interlocal Agreement Executed with Member Cities
2. ILA Signature Page
APPROVED BY THE GOVERNING BODY OF PARTICIPATING ENTITY, CITY OF
ROWLETT, DALLAS COUNTY, TEXAS, this 1A day of (AA),/, 2023.
EXECUTED BY:
BRIAN FUNDERBURK, CITY MANAGER
AT EST:
LAURA HALLMARK, CITY SECRETARY
Liaison:
Laura Tschoerner
Library Director
Notice to:
Rowlett Public Library
3900 Main Street, Suite 200
Rowlett, Texas 750888
Attn: Laura Tschoerner
972-412-6159
AS TO, FORM:
I.\
APPROVED BY THE GOVERNING BODY OF PARTICIPATING ENTITY, HARRINGTON
LIBRRARY CONSORTIUM, POTTER COUNTY, TEXAS, this 15th day of August, 2023.
EXECUTED BY:
Amanda Barrera, HLC EXIsC[1'11V1: DIRECTOR
ATTEST:
4-6, 4bel' COUNCIL CHAIR
Liaison:
Amanda Barrera
HLC Executive Director
Notice to:
Harrington Library Consortium
413 SE 4`" Ave
Amarillo, TX 79101
Attn: Amanda Barrera
806-378-3050
APPR D S' O FORM:
CI A
APPROVED BY THE GOVERNING BODY OF PARTICIPATING ENTITY, CITY OF ANNA,
COLLIN COUNTY, TEXAS, this 13th day of August, 2024.
EXECUTED BY:
ATTEST:
Liaison:
Director of Neighborhood Services
Notice to:
Anna Community Library
111 W. 5th St.
Anna, TX 75409
Attn: Marc Marchand
APPROVED AS TO FORM:
Item No. 6.f.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Marc Marchand
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to execute purchase orders for the
purchase of furniture for the Anna Community Library and Municipal Plaza projects.
(Neighborhood Services Director Marc Marchand)
SUMMARY:
The City of Anna has solicited proposals from vendors through the Interlocal Purchasing
Cooperative for the purchase of furniture in the Anna Community Library. The City of
Anna is a member of the TIPS, Buy board, and OMNIA Interlocal Purchasing
Cooperative and seeks to utilize the existing interlocal cooperative agreements to
achieve better unit pricing.
Anna Community Library and Municipal Complex Plaza are part of the Capital
Improvement Program construction projects in the City of Anna, Texas. The building
construction is underway. Due to the lead times associated with furniture purchases,
approval of this item prior to completion of the building is required. The total cost of the
proposed furniture purchases is included in the Library CIP budget.
FINANCIAL IMPACT:
Funding for the Anna Community Library project was approved by voters in the 2021
Bond Election (Proposition B - Community Library) and was appropriated in the FY2024
Capital Improvement Program budget in the amount of $22.0 million from General
Obligation Bond funds. This resolution approves an amount not to exceed $1,344,000
to furnish the Community Library.
BACKGROUND:
In May of 2021, Anna voters approved Proposition B - which included the approval of
$22 Million in Bonds to fund the design and construction of a community library. In
2022, the City Council selected members of the community to participate in the design
process as the Anna Public Library Task Force. The city contracted with Project
Advocates to assist as the owner's representative, and the design was completed this
year by a consulting team including 720 Architects, BRW Architects, Gessner
Engineering, Teague Nall & Perkins, and others.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Vibrant.
ATTACHMENTS:
1. Resolution - Authorizing City Manager to Execute Purchase Order for Furniture for
Library and Plaza
CITY OF ANNA, TEXAS
, the City of Anna has solicited proposals from vendors through the Interlocal
Purchasing Cooperative for the purchase of furniture covered in the proposals, and;
, the City of Anna is a member of the TIPS, Buy board, and OMNIA Interlocal
Purchasing Cooperative and seeks to utilize the existing interlocal cooperative
agreements to achieve better unit pricing; and,
, the Anna Community Library and Municipal Complex Plaza are part of the
Community Investment Program construction projects in the City of Anna, Texas; and,
Section 1.Recitals Incorporated
The recitals above are incorporated herein as if set forth in full for all purposes.
Section 2.Authorization of Payment and Funding.
That the City Council of the City of Anna, Texas, authorizes the City Manager to execute
Purchase Orders in the amount not to exceed $1,344,000.00 for the purchase of furniture
with the vendors identified in Exhibit “A” attached hereto on behalf of the City of Anna,
Texas.
The Anna Community Library Project's funding shall come from General Obligation
Bond Funds, as adopted in 2021.
by the City Council of the City of Anna, Texas on this ___
day of August 2024.
ATTEST: APPROVED:
Exhibit A
(following Page)
Item No. 6.g.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Gregory Peters
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to execute a change order to the
existing Purchase Order with GeoTex Engineering for the material testing of the Anna
Community Library Project. (Assistant City Manager Greg Peters, P.E.)
SUMMARY:
The City of Anna issued a purchase order to GeoTex Engineering for $46,748.00 for the
material testing services for the Anna Community Library. The original purchase order
was based on an overall estimate of the number of inspections required for the project.
Now that construction is underway, the City has reviewed the inspection scope and has
determined additional inspections of concrete paving, utility backfill, steel structures,
and masonry installation beyond the original estimate will be beneficial and provide
additional oversight to ensure all building materials are properly installed. Geotex has
provided the attached Addendum #1, which adds $19,108 to their original contract of
$46,748.00 to complete the Special Inspections required for the library. The existing
project budget contains sufficient funding for this change order. No additional funding is
required.
FINANCIAL IMPACT:
Funding for the Anna Community Library project was approved by voters in the 2021
Bond Election (Proposition B - Community Library) and was appropriated in the FY2024
Capital Improvement Program budget in the amount of $22.0 million from General
Obligation Bond funds. The estimated increased cost of materials testing is $19,108,
increasing this contract to an amount not to exceed $65,856.
BACKGROUND:
GeoTex Engineering was selected as an approved vendor as part of the City's
multidisciplinary RFQ process and has a Master Agreement with the City of Anna for
material testing services.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Resilient.
ATTACHMENTS:
1. Resolution - Authorizing City Manager to Execute Change Order to Contract with
GeoTex for Anna Community Library
CITY OF ANNA, TEXAS
, the Anna Community Library is part of the Community Investment Program
construction projects in the City of Anna, Texas; and,
, material testing is required for the construction of the Library project to
ensure proper backfill compaction and concrete testing associated with the project; and,
, the City of Anna issued a purchase order to GeoTex Engineering for
$46,748.00 for the material testing services for the Anna Community Library based on an
estimate of total work required for the project; and,
, upon further review of the building components requiring additional
inspections, the City of Anna requested GEOTEX to provide additional special inspections
of concrete work, utility backfill, steel installation, and masonry construction to ensure all
materials are properly installed for the facility; and,
, GeoTex Engineering has provided the attached Addendum #1, which adds
$19,108.00 to their original contract to complete the Special Inspections required for the
library; and,
, the current project budget for the Anna Community Library contains sufficient
funds for the requested change order; and,
Section 1.Recitals Incorporated
The recitals above are incorporated herein as if set forth in full for all purposes.
Section 2.Authorization of Payment and Funding.
The City Council of the City of Anna, Texas, authorizes the City Manager to execute a
change order in the amount of $19,108 to the existing purchase order and to increase the
contract amount to a total not to exceed value of $65,856.00 to Geotex Engineering for
the material testing of the Anna Community Library project on behalf of the City of Anna,
Texas.
The Anna Community Library project funding shall come from General Obligation Bond
Funds, as adopted in 2021.
by the City Council of the City of Anna, Texas on this ___
day of August 2024.
ATTEST: APPROVED:
__________________________ __________________________
City Secretary, Carrie Land Mayor, Pete Cain
Exhibit A
(following Page)
Item No. 6.h.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Aimee Ferguson
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to approve an agreement with
Carahsoft Technology Corporation for Annual Comprehensive Financial Reporting
software. (Director of Finance Aimee Ferguson)
SUMMARY:
The Finance Department desires to complete our annual comprehensive financial report
instead of outsourcing to an audit firm. The new software system will interface
seamlessly with our Tyer Technologies Incode software and will allow the city to
complete many of its reporting functions in the new software. Workiva is provided as a
software as a services (SaaS) or cloud-based service.
FINANCIAL IMPACT:
Funding for this one-year software subscription service will be appropriated in the
FY2025 Finance department budget in the amount of $107,000. Additionally, one-time
fees for implementation and one-month prorate for September total $85,800. Starting
this implementation in September will facilitate the start of the FY2024 annual
comprehensive financial report and will be paid from vacancy savings in the Finance
Department budget.
BACKGROUND:
Currently, the city outsources our annual comprehensive financial report. This software
will allow the city to complete the report internally.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. Resolution approving purchase of Workvia
2. Carahsoft - Workiva - City of Anna - 1 Month - Quote 49074223
3. Carahsoft - Workiva - City of Anna - 1 Year - Quote 49074305
4. Carahsoft - Lance, Soll & Lunghard, LLP - City of Anna - Quote 49074334
CITY OF ANNA, TEXAS
, the City Council of the City of Anna, Texas (the Council) desires to secure service
agreement for annual comprehensive financial reporting software; and,
Carahsoft Technology Corporation desires to provide a software service
agreement for annual comprehensive financial reporting for the City of Anna (the City); and,
, the Council has determined that the services will benefit the city in providing for
enhanced annual comprehensive financial reporting; and,
, the City of Anna is a member of the OMNIA Partners Cooperative Purchasing
Program, and seeks to utilize the existing contract with Carahsoft Technology Corporation to
achieve beneficial pricing.
The facts and recitals above are incorporated herein as if set forth in full for all purposes.
. Authorization of Payment and Funding.
That the City Council of the city of Anna hereby approves the purchase of Workiva Software
from Carahsoft Technology Corporation in the amount of one-time fees of $85,800 and
recurring fees of $107,000 and includes the agreement attached as Exhibit A, and authorizes,
ratifies, and approves the City Manager to execute the agreement.
by the City Council of the City of Anna, Texas on this 13th day of
August, 2024.
ATTESTED:
_____________________________
Carrie L. Land, City Secretary
APPROVED:
________________________________
Pete Cain, Mayor
PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190
PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM | SALES@CARAHSOFT.COM
TO:Aimee Ferguson
Director of Finance
City of Anna
120 W 7th St
Anna, TX 75409 USA
EMAIL:aferguson@annatexas.gov
PHONE: (972) 924-3325
FROM:Jessica Froelich
Carahsoft Technology Corp.
11493 Sunset Hills Road
Suite 100
Reston, Virginia 20190
EMAIL:Jessica.Froelich@carahsoft.com
PHONE: (571) 662-3352 FAX: (703) 871-8505
TERMS:OMNIA EDU contract: R191902
Term: April 30, 2025
FTIN:52-2189693
Shipping Point: FOB Destination
Credit Cards: VISA/MasterCard/AMEX
Remit To: Same as Above
Payment Terms: Net 30 (On Approved Credit)
Sales Tax May Apply
QUOTE NO:49074223
QUOTE DATE:07/31/2024
QUOTE EXPIRES:08/15/2024
RFQ NO:
SHIPPING:ESD
TOTAL PRICE:$8,790.56
TOTAL QUOTE:$8,790.56
LINE NO.PART NO.DESCRIPTION -QUOTE PRICE QTY EXTENDED PRICE
1 WK-CUST Workiva Custom Solution
Workiva - WK-CUST
Start Date: 09/01/2024
End Date: 09/30/2024
$8,790.56 COOP 1 $8,790.56
SUBTOTAL:$8,790.56
TOTAL PRICE:$8,790.56
TOTAL QUOTE:$8,790.56
CONFIDENTIAL
PAGE 1 of 2
QUOTE DATE:07/31/2024
QUOTE NO:49074223
PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190
PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM | SALES@CARAHSOFT.COM
1. Customer must reference Carahsoft Quote Number on Purchase Order
2. Any increase in subscription, support or professional services fees pricing will be in accordance with Workiva’s pricing and policies in effect at the time of the renewal
3. Service Levels: https://www.workiva.com/servicelevelcommitment Workiva will conduct maintenance, which may require downtime, during the maintenance windows
outlined in the service level commitments. If downtime is expected, Workiva will post scheduled downtime via the Workiva status page (status.Workiva.com)
4. Support: https://workiva.com/premiumsupport
5. Should Customer purchase via Reseller, all terms of Carahsoft Quote must be incorporated in Reseller quote and Customer Purchase Order to Reseller.
6. Licensee agrees that any order for Workiva will be governed by the End User Agreement (EULA), copies of which are found at
https://www.workiva.com/legal/enduseragreement_2.0 and all schedules and Documentation referenced by the EULA are made a part thereof. The parties agree that any
term or condition stated in a Customer purchase order or in any other Customer order documentation (excluding vendor Quotes) is void. In the event of any conflict or
inconsistency among the documents, the order of precedence shall be: (1) the applicable Quotes (and their Contract Vehicle), (2) the applicable EULA and (3) the
Documentation. Licensee acknowledges it has the opportunity to review the Agreement terms, prior to executing an order
7. Data defined as “all information, uploaded by or on behalf of a Purchasing Entity into Vendor’s Services platform.”
ADDITIONAL TERMS:
DATA LOCATION
Data Hosting Location: Notwithstanding anything to the contrary in the Terms and Conditions, End Client Data will be hosted in the location specified in the Data Hosting
Location in the Order Details section above. Workiva will not move End Client Data to a different Data Hosting Location unless mutually agreed in advance and in writing. Any
changes to Data Hosting Location requested by End Client and mutually agreed in writing may incur fees. At the time of signing, data is hosted by Amazon Web Services and
Google.
SUBSCRIPTION TERM
Non-Renewal: The parties agree that this Order will not automatically renew and will expire upon the end of the Subscription Term, at which time the End Client will no longer
be able to access the Subscription set forth herein.
WORKIVA SLED BUDGET REPORTING ADVANCED - UNDER $500M TOTAL BUDGET
The Budget Reporting Solution for governmental agencies, institutions of higher education, and non-profit organizations includes access to the SLED Budget Reporting
Advanced workspace to enable the organization to streamline the creation of the following budget reports: Budget Books, CIP, Budget Bills, and Budget vs. Actuals, for
organizations with total budget under $500M.
This workspace includes Wdata and one (1) system connector for users involved in the budget reporting process and the ability to add such users on an as-needed basis. Total
data storage of Wdata is limited to one hundred (100) gigabytes. Queries are limited to one hundred and twenty (120) terabytes processed per year.
WORKIVA SLED FINANCIAL REPORTING ADVANCED - UNDER $500M TOTAL BUDGET
The Financial Reporting Solution for governmental agencies, institutions of higher education, and non-profit organizations includes access to the SLED Financial Reporting
Advanced workspace to enable the organization to streamline the creation of the following financial reports: Annual Financial Reports, Monthly, Quarterly, Financial Closing
Packages for organizations with total budget under $500M.
This workspace includes Wdata and one (1) system connector for users involved in the budget reporting process and the ability to add such users on an as-needed basis. Total
data storage of Wdata is limited to one hundred (100) gigabytes. Queries are limited to one hundred and twenty (120) terabytes processed per year.
CONTROLS MANAGEMENT ESSENTIALS
Provides access to Workiva’s Controls Management Essentials Solution for the purposes of managing the Customer’s internal control environment, such as Risk and Control
Matrices, risk assessments, and control certifications. Control testing, remediation, planning, and requests are excluded. This includes access to Workiva for users involved in
the internal controls management process and the ability to add such users on an as-needed basis. The fees associated with the Controls Management Essentials Solution are
not based upon the number of users.
ADDITIONAL TERM FOR SOLUTION PRODUCTS
TO THE EXTENT THE DESCRIPTION OF THIS SOFTWARE SUBSCRIPTION CONFLICTS WITH THE TERMS OF THE TERMS AND CONDITIONS, AND, NOTWITHSTANDING ANY ORDER
OF PRECEDENCE THEREIN, THE PARTIES AGREE THAT THE DESCRIPTION IN THIS ORDER SHALL CONTROL. THIS DESCRIPTION AND THE TERMS OF THIS ORDER SHALL HAVE NO
EFFECT ON ANY OTHER ACTIVE ORDER.
-----
CONFIDENTIAL
PAGE 2 of 2
QUOTE DATE:07/31/2024
QUOTE NO:49074223
PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190
PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM | SALES@CARAHSOFT.COM
TO:Aimee Ferguson
Director of Finance
City of Anna
120 W 7th St
Anna, TX 75409 USA
EMAIL:aferguson@annatexas.gov
PHONE: (972) 924-3325
FROM:Jessica Froelich
Carahsoft Technology Corp.
11493 Sunset Hills Road
Suite 100
Reston, Virginia 20190
EMAIL:Jessica.Froelich@carahsoft.com
PHONE: (571) 662-3352 FAX: (703) 871-8505
TERMS:OMNIA EDU contract: R191902
Term: April 30, 2025
FTIN:52-2189693
Shipping Point: FOB Destination
Credit Cards: VISA/MasterCard/AMEX
Remit To: Same as Above
Payment Terms: Net 30 (On Approved Credit)
Sales Tax May Apply
QUOTE NO:49074305
QUOTE DATE:07/31/2024
QUOTE EXPIRES:08/15/2024
RFQ NO:
SHIPPING:ESD
TOTAL PRICE:$106,951.87
TOTAL QUOTE:$106,951.87
LINE NO.PART NO.DESCRIPTION -QUOTE PRICE QTY EXTENDED PRICE
1 WK-CUST Workiva Custom Solution
Workiva - WK-CUST
Start Date: 10/01/2024
End Date: 09/30/2025
$106,951.87 COOP 1 $106,951.87
SUBTOTAL:$106,951.87
TOTAL PRICE:$106,951.87
TOTAL QUOTE:$106,951.87
CONFIDENTIAL
PAGE 1 of 2
QUOTE DATE:07/31/2024
QUOTE NO:49074305
PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190
PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM | SALES@CARAHSOFT.COM
1. Customer must reference Carahsoft Quote Number on Purchase Order
2. Any increase in subscription, support or professional services fees pricing will be in accordance with Workiva’s pricing and policies in effect at the time of the renewal
3. Service Levels: https://www.workiva.com/servicelevelcommitment Workiva will conduct maintenance, which may require downtime, during the maintenance windows
outlined in the service level commitments. If downtime is expected, Workiva will post scheduled downtime via the Workiva status page (status.Workiva.com)
4. Support: https://workiva.com/premiumsupport
5. Should Customer purchase via Reseller, all terms of Carahsoft Quote must be incorporated in Reseller quote and Customer Purchase Order to Reseller.
6. Licensee agrees that any order for Workiva will be governed by the End User Agreement (EULA), copies of which are found at
https://www.workiva.com/legal/enduseragreement_2.0 and all schedules and Documentation referenced by the EULA are made a part thereof. The parties agree that any
term or condition stated in a Customer purchase order or in any other Customer order documentation (excluding vendor Quotes) is void. In the event of any conflict or
inconsistency among the documents, the order of precedence shall be: (1) the applicable Quotes (and their Contract Vehicle), (2) the applicable EULA and (3) the
Documentation. Licensee acknowledges it has the opportunity to review the Agreement terms, prior to executing an order
7. Data defined as “all information, uploaded by or on behalf of a Purchasing Entity into Vendor’s Services platform.”
ADDITIONAL TERMS:
DATA LOCATION
Data Hosting Location: Notwithstanding anything to the contrary in the Terms and Conditions, End Client Data will be hosted in the location specified in the Data Hosting
Location in the Order Details section above. Workiva will not move End Client Data to a different Data Hosting Location unless mutually agreed in advance and in writing. Any
changes to Data Hosting Location requested by End Client and mutually agreed in writing may incur fees. At the time of signing, data is hosted by Amazon Web Services and
Google.
SUBSCRIPTION TERM
Non-Renewal: The parties agree that this Order will not automatically renew and will expire upon the end of the Subscription Term, at which time the End Client will no longer
be able to access the Subscription set forth herein.
WORKIVA SLED BUDGET REPORTING ADVANCED - UNDER $500M TOTAL BUDGET
The Budget Reporting Solution for governmental agencies, institutions of higher education, and non-profit organizations includes access to the SLED Budget Reporting
Advanced workspace to enable the organization to streamline the creation of the following budget reports: Budget Books, CIP, Budget Bills, and Budget vs. Actuals, for
organizations with total budget under $500M.
This workspace includes Wdata and one (1) system connector for users involved in the budget reporting process and the ability to add such users on an as-needed basis. Total
data storage of Wdata is limited to one hundred (100) gigabytes. Queries are limited to one hundred and twenty (120) terabytes processed per year.
WORKIVA SLED FINANCIAL REPORTING ADVANCED - UNDER $500M TOTAL BUDGET
The Financial Reporting Solution for governmental agencies, institutions of higher education, and non-profit organizations includes access to the SLED Financial Reporting
Advanced workspace to enable the organization to streamline the creation of the following financial reports: Annual Financial Reports, Monthly, Quarterly, Financial Closing
Packages for organizations with total budget under $500M.
This workspace includes Wdata and one (1) system connector for users involved in the budget reporting process and the ability to add such users on an as-needed basis. Total
data storage of Wdata is limited to one hundred (100) gigabytes. Queries are limited to one hundred and twenty (120) terabytes processed per year.
CONTROLS MANAGEMENT ESSENTIALS
Provides access to Workiva’s Controls Management Essentials Solution for the purposes of managing the Customer’s internal control environment, such as Risk and Control
Matrices, risk assessments, and control certifications. Control testing, remediation, planning, and requests are excluded. This includes access to Workiva for users involved in
the internal controls management process and the ability to add such users on an as-needed basis. The fees associated with the Controls Management Essentials Solution are
not based upon the number of users.
ADDITIONAL TERM FOR SOLUTION PRODUCTS
TO THE EXTENT THE DESCRIPTION OF THIS SOFTWARE SUBSCRIPTION CONFLICTS WITH THE TERMS OF THE TERMS AND CONDITIONS, AND, NOTWITHSTANDING ANY ORDER
OF PRECEDENCE THEREIN, THE PARTIES AGREE THAT THE DESCRIPTION IN THIS ORDER SHALL CONTROL. THIS DESCRIPTION AND THE TERMS OF THIS ORDER SHALL HAVE NO
EFFECT ON ANY OTHER ACTIVE ORDER.
-----
CONFIDENTIAL
PAGE 2 of 2
QUOTE DATE:07/31/2024
QUOTE NO:49074305
PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190
PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM | SALES@CARAHSOFT.COM
TO:Aimee Ferguson
Director of Finance
City of Anna
120 W 7th St
Anna, TX 75409 USA
EMAIL:aferguson@annatexas.gov
PHONE: (972) 924-3325
FROM:Jessica Froelich
Carahsoft Technology Corp.
11493 Sunset Hills Road
Suite 100
Reston, Virginia 20190
EMAIL:Jessica.Froelich@carahsoft.com
PHONE: (571) 662-3352 FAX: (703) 871-8505
TERMS:OMNIA EDU contract: R191902
Term: April 30, 2025
FTIN:52-2189693
Shipping Point: FOB Destination
Credit Cards: VISA/MasterCard/AMEX
Remit To: Same as Above
Payment Terms: Net 30 (On Approved Credit)
Sales Tax May Apply
QUOTE NO:49074334
QUOTE DATE:07/31/2024
QUOTE EXPIRES:08/30/2024
RFQ NO:
SHIPPING:ESD
TOTAL PRICE:$77,005.10
TOTAL QUOTE:$77,005.10
LINE NO.PART NO.DESCRIPTION -QUOTE PRICE QTY EXTENDED PRICE
1 CAR001-103 Custom Professional Services. Scoped Milestone. SOW
Required.
Wdesk Setup (hourly)
Carahsoft Technology Corporation - CAR001-103
$192.51 COOP 80 $15,400.80
2 CAR001-103 Custom Professional Services. Scoped Milestone. SOW
Required.
Formula Work (hourly)
Carahsoft Technology Corporation - CAR001-103
$267.38 COOP 45 $12,032.10
3 CAR001-103 Custom Professional Services. Scoped Milestone. SOW
Required.
Document Design Automation (hourly)
Carahsoft Technology Corporation - CAR001-103
$192.51 COOP 30 $5,775.30
4 CAR001-103 Custom Professional Services. Scoped Milestone. SOW
Required.
Implemenation Consulting (hourly)
Carahsoft Technology Corporation - CAR001-103
$267.38 COOP 35 $9,358.30
5 CAR001-103 Custom Professional Services. Scoped Milestone. SOW
Required.
Data Management Consulting (hourly)
Carahsoft Technology Corporation - CAR001-103
$267.38 COOP 100 $26,738.00
6 CAR001-103 Custom Professional Services. Scoped Milestone. SOW
Required.
Specialized Government Accounting Guidance (hourly)
Carahsoft Technology Corporation - CAR001-103
$385.03 COOP 20 $7,700.60
SUBTOTAL:$77,005.10
TOTAL PRICE:$77,005.10
TOTAL QUOTE:$77,005.10
CONFIDENTIAL
PAGE 1 of 2
QUOTE DATE:07/31/2024
QUOTE NO:49074334
PRICE QUOTATION
CARAHSOFT TECHNOLOGY CORP
11493 SUNSET HILLS ROAD | SUITE 100 | RESTON, VIRGINIA 20190
PHONE (703) 871-8500 | FAX (703) 871-8505 | TOLL FREE (888) 66CARAH
WWW.CARAHSOFT.COM | SALES@CARAHSOFT.COM
1. Customer must reference Carahsoft Quote Number on Purchase Order
2. Any increase in subscription, support or professional services fees pricing will be in accordance with Workiva’s pricing and policies in effect at the time of the renewal
3. Service Levels: https://www.workiva.com/servicelevelcommitment Workiva will conduct maintenance, which may require downtime, during the maintenance windows
outlined in the service level commitments. If downtime is expected, Workiva will post scheduled downtime via the Workiva status page (status.Workiva.com)
4. Support: https://workiva.com/premiumsupport
5. Should Customer purchase via Reseller, all terms of Carahsoft Quote must be incorporated in Reseller quote and Customer Purchase Order to Reseller.
6. Licensee agrees that any order for Workiva will be governed by the End User Agreement (EULA), copies of which are found at
https://www.workiva.com/legal/enduseragreement_2.0 and all schedules and Documentation referenced by the EULA are made a part thereof. The parties agree that any
term or condition stated in a Customer purchase order or in any other Customer order documentation (excluding vendor Quotes) is void. In the event of any conflict or
inconsistency among the documents, the order of precedence shall be: (1) the applicable Quotes (and their Contract Vehicle), (2) the applicable EULA and (3) the
Documentation. Licensee acknowledges it has the opportunity to review the Agreement terms, prior to executing an order
7. Data defined as “all information, uploaded by or on behalf of a Purchasing Entity into Vendor’s Services platform.”
See SOW beginning on page 3.
CONFIDENTIAL
PAGE 2 of 2
QUOTE DATE:07/31/2024
QUOTE NO:49074334
Lance, Soll, & Lunghard LLP
Technological Consulting Team
STATEMENT OF WORK
This statement of work (“SOW”), effective upon the latter of the two signatures below, is entered into and governed by Carahsoft quote number 49074334
as well as a Service Agreement between Carahsoft and City of Anna, TX (herein referred to as the Customer). Both agreements a re herein referred to as
“The Agreements” This SOW and the Agreements constitute the complete agreement regarding services and deliverables provided under this SOW. The
terms and conditions of this SOW shall prevail over any conflicting terms or conditions of the Agreements.
ENGAGEMENT DETAILS
Project Name: City of Anna, TX - Workiva Connected Reporting - Government
The earlier of 7/24/2024, or upon the latter of the two signatures below. SOW Start (effective) Date:
SOW End (expiration) Date:
Unless otherwise listed in the service(s) description, the earlier of one (1) year from the Effective
Date or the completion of services herein. The performance of Services beyond one (1) year will
be at LSL’’s discretion.
Consultant Representative:
Gail Gray
Gail.Gray@lslcpas.com
936-828-4587
Jessica Froelich
11493 Sunset Hills Road, Suite 100, Reston, VA 20190 T:
571.662.3352 | 888.66.Carah | F: 703.871.8505
JESSICA.FROELICH@CARAHSOFT.COM|WWW.CARAHSOFT.COM|CARAHSOFT.ZOOM.US/MY/JESSICA.FROELICH
City of Anna, TX
Carahsoft Representative:
End Client:
DELIVERABLES AND FEES (USD)
These services will be billed at our current hourly rates according to personnel level. Hourly services to be performed are n ot to exceed
the amount of $77,005.10 without prior authorization from the client.
Scoped (Hourly) Services Fees Estimated Hours
Hourly Rate
Based on
Staff Level
List Price
Wdesk Setup 80
45
30
35
100
20
TBD $15,400.80
Formula Work TBD $12,032.10
Document Design Automation TBD $5,775.30
Implementation Consulting TBD $9,358.30
Data Management Consulting TBD $26,738.00
Specialized Government Accounting Guidance TBD $7,700.60
$77,005.10
PERSONNEL LEVEL HOURLY RATE*
Partner $385
Senior Manager $289
Manager $246
Supervisor $214
Senior $193
Staff – Experienced $161
203 N. Brea Blvd, Suite 203,
Brea, CA 92821
1611 E. Fourth Street, Suite 200,
Santa Ana, CA 92701
River Plaza Dr., Suite 150, 2151
Sacramento, CA 95833
Waterway Avenue, Suite 300 21
The Woodland s , TX 77380
www. lslcpas .com
(714) 672 - 0022 (714) 569 - 1000 (916) 503 - 9691 (936) 828 - 4587 /contact - us
Page 1 of 2
Staff – Standard $139
*Please expect an annual increase at the calendar year
Note: These are the rates provided to the client. The client expects up to a 10% increase for contracting.
Payment Term for Scoped Services: Customer will be invoiced for the Services on a monthly basis for hours completed. Payment is due thirty (30) days
from receipt of the invoice. If Customer fails to perform any payment obligations hereunder and such failure remains un-remedied for fifteen (15) days,
LSL may suspend its performance until payment is received. Any required travel time for Hourly Services shall be billed at one-half of the applicable Hourly
Rate. Any expenses in addition to travel time are included in the Hourly Rate.
SIGNATURES
Carahsoft City of Anna, TX
X: X:
Signature Signature
Name:
Name: Ryan Henderson
City Manager Title: Title:
Date: Date:
203 N. Brea Blvd, Suite 203, Brea,
CA 92821
1611 E. Fourth Street, Suite 200,
Santa Ana, CA 92701
River Plaza Dr., Suite 150, 2151
Sacramento, CA 95833
Waterway 21 Avenue, Suite 300
The Woodland s , TX 77380
www. lslcpas .com
(714) 672 - 0022 (714) 569 - 1000 (916) 503 - 9691 (936) 828 - 4587 sales@lslcpas.com
Page 2 of 2
Item No. 6.i.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Ray Isom
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to execute an updated Interlocal
Agreement for Emergency Dispatch Services between Collin County and the Anna Fire
Department (Fire Chief Ray Isom)
SUMMARY:
Collin County provides dispatch services for both Anna Police Department and Anna
Fire Department. The County, through the Sheriff's Office, owns and operates
communication facilities used in dispatching its law enforcement and emergency service
personnel. Collin County provides dispatch services to Anna Fire Rescue as a courtesy,
with no fee to the city, and will continue to do so throughout this agreement period. The
City desires to continue obtaining dispatch services from the County as it is the only
feasible method to accomplish this. Collin County collects and stores the city's data as
it relates to dispatch services. This agreement remains in effect through September 30,
2025, and will be renewed at such time.
FINANCIAL IMPACT:
No cost.
BACKGROUND:
Staff recommends approval of this item.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Safe.
ATTACHMENTS:
1. FY 25 Dispatch_Services_Resolution-AFD
2. FY25 Dispatch Amendment 3 Anna Fire Dept
3. Original Collin County Interlocal Dispatch Services Agreement
CITY OF ANNA, TEXAS
RESOLUTION NO. __________
A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING THE
RENEWAL OF THE INTERLOCAL DISPATCH SERVICES AGREEMENT
WITH COLLIN COUNTY, TEXAS
WHEREAS, the City Council of the City of Anna Texas (the "City Council") finds
that renewal of the agreement for Dispatch Services with Collin County is vital to
support the City of Anna Fire Department's mission to preserve and protect the
public health and safety of the City's residents;
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS, THAT:
Whereas, Recitals Incorporated
The recitals set forth above are incorporated herein for all purposes as if set forth
in full.
Section 1. Approval of the Renewal of the lnterlocal Dispatch Services
Agreement
The City Council hereby approves the lnterlocal Dispatch Services Agreement
attached hereto as EXHIBIT 1, and authorizes, ratifies and approves the City
Manager's execution of same. The City Manager is hereby authorized to execute
all documents and to take all other actions necessary to finalize, act under, and
enforce the Agreement that shall remain in force until September 30, 2025.
PASSED AND APPROVED by the City Council of the City of Anna, Texas on this
13th day of August, 2024.
ATTEST: APPROVED:
__________________________ ___________________________
Carrie Land, City Secretary Pete Cain, Mayor
1
Office of the Purchasing Agent
Collin County Administration Building
Contract Modification Document 2300 Bloomdale Rd, Ste 3160
Vendor:Contract No.
Contract:
Item #1 Renew contract for a twelve (12) month period at the same terms and conditions of the contract from October 1, 2024,
through September 30, 2025.
Item #2 Update Section 5.01 Compensation clause of the agreement to the following-
The dispatch service charges for FY2025 are in the amount of $0.
From:
The dispatch service charges for FY2024 are in the amount of $0.
Michelle Charnoski, NIGP-CPP, CPPB
(Print Name)(Print Name)
TITLE:TITLE:
DATE: DATE:
writing signed by both parties.
2
Item No. 6.j.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Dean Habel
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to approve an updated interlocal
agreement for jail services between Collin County and the City of Anna. (Police Chief
Dean Habel)
SUMMARY:
The Interlocal Cooperation Act (Texas Government Code Chapter 791) authorizes any
local government to contract with one or more local governments to perform
governmental functions and services under the terms of the Act.
Collin County has proposed certain updated amendments to the Agreement, to include
payment for County expenses in providing jail service for inmates, comprised of a
“Basic Charge” of $127.80 per day or part of day per inmate that the City requests be
confined on charges brought by the City’s peace officers, and additional charges for
reimbursement of County expenses for health-care services, such that the updated
Agreement shall be comprised of the terms set forth in the attached Exhibit 1 and
Exhibit 2. Approval would extend the agreement through September 30, 2025.
FINANCIAL IMPACT:
Funding for FY2025 jail services will be available in the FY2025 Police Department
budget in the amount of $26,500. The final cost depends on usage; the FY2025 rate is
$127.80 per inmate, per day housed at the Collin County Jail.
BACKGROUND:
Approve
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Safe.
ATTACHMENTS:
1. ILA Jail Services - FY2025 extension C03029D20240801DO1
2. C03029 Exhibits FY25 Jail Services Amendment 4
CITY OF ANNA, TEXAS
the Interlocal Cooperation Act (Texas Government Code Chapter 791, “the Act”)
authorizes any local government to contract with one or more local governments to perform
governmental functions and services under the terms of the Act; and
, the City Council of the City of Anna, Texas (the “City Council”) has approved an
interlocal agreement between Collin County, Texas (the “County”) and the City of Anna, Texas
(the “City”); and
the City Council finds that the Interlocal Jail Services Agreement (the “Agreement”)
with the County should be extended for the period of October 1, 2024 through September 30,
2025 (the “Extension”); and
the County has proposed certain updating amendments to the Agreement, to include
payment for County expenses in providing jail service for inmates, a set amount of $127.80 (one
hundred and twenty-seven dollars and eighty cents) per day or part of day per inmate that the
City requests be confined on charges brought by the City’s peace officers, and additional charges
for reimbursement of County expenses for health-care services, such that the updated Agreement
shall be modified by the terms set forth in the attached Exhibit 1 and Exhibit 2 (incorporated herein
for all purposes); and
the City Council has determined that it is in the best interest of the City and its citizens
to authorize, ratify, and approve the City Manager’s execution of the updated Agreement and
Extension; and
the City shall make all payments under the Agreement only from its current revenues;
The recitals above are incorporated herein as if set forth in full for all purposes.
The City Council hereby approves the amendments and extension attached hereto as Exhibit 1
(collectively “Amendment No. 4”) to extend the Agreement and ratifies and approves the City
Manager’s execution of same. The City Manager is hereby authorized to execute all documents
and to take all other actions necessary to finalize and enforce said Amendment No. 4 and the
underlying Agreement.
PASSED AND APPROVED by the City Council of the City of Anna, Texas on this __ day of
_________, 2024.
APPROVED: ATTEST:
_____________________________ ____________________________
Mayor Pete Cain City Secretary Carrie Land
1
Office of the Purchasing Agent
Collin County Administration Building
Contract Modification Document 2300 Bloomdale Rd, Ste 3160
Vendor:Contract No.
Contract:
Item #1:The agreement will be renewed for a period of one (1) year, beginning October 1, 2024, through and
including September 30, 2025.
Item #2:Charges for fiscal year 2025:
Item #3:Update Section 8 Civil Liability clause of the agreement to the following -
The City and County (“Parties”) agree through this contract that the Parties are individually responsible for
any civil liability that arises from their provision of services under this Agreement. See Gov’t Code,
§ 791.006(b).
This provision falls under subsection (b) of sections 5 and 7 of article XI of the Texas Constitution.
For purposes of this section 8, “County” includes its officials, officers, deputies, employees, insurers,
and agents. “City” includes its officials, officers, deputies, employees, insurers, and agents.
With regard to the provision of a defense under this paragraph, the Parties will reasonably cooperate with
the one another in defending a claim or suit, including providing reasonable access to, and copies of,
documents, electronic or magnetic data, and access to witnesses or other persons with discoverable
knowledge such as detention officers, employees, or other persons under the Parties’ supervision or control.
FROM:
The City is responsible for any civil liability that arises from the County’s provision of services under this
Agreement. See Gov’t Code, § 791.006(b). The City will defend, indemnify, and hold harmless the County
from and against all demands, claims, damages, losses and liabilities, including reasonable attorney’s fees
and litigation expenses, that arise directly or indirectly from the County’s performance of this Agreement.
This provision falls under subsection (b) of sections 5 and 7 of article XI of the Texas Constitution.
For purposes of this section 8, “County” includes its officials, officers, deputies, employees, insurers,
and agents.
With regard to the provision of a defense under this paragraph, the County will reasonably cooperate with
the City in defending a claim or suit, including providing reasonable access to, and copies of, documents,
electronic or magnetic data, and access to witnesses or other persons with discoverable knowledge such
as detention officers, employees, or other persons under the County’s supervision or control.
City of Anna
120 W 7th St
Anna, TX 75409
2020-409
Jail Services, City of Anna
$127.80 per day, per inmate
YOU ARE DIRECTED TO MAKE THE FOLLOWING MODIFICATION TO THIS CONTRACT
2
(Print Name)(Print Name)
TITLE:TITLE:
writing signed by both parties.
3
Inmate per Day Expense Entity Impact
Entity
FY 2020
Actual Paid
FY 2021
Actual Paid
FY 2022
Actual Paid
FY 2023
Actual Paid
FY 2024 YTD
Actual Paid
FY 2024 Inmate
Days Utilizing FY
2025 Adopted
Rate
Anna 4,543.88$ 4,296.27$ 3,057.60$ 3,367.76$ 1,287.60$ 1,533.64$
Anna ISD ‐$ ‐$ ‐$ ‐$ ‐$ ‐$
Baylor Scott & White ‐ ‐ ‐ ‐ ‐$ ‐$
Celina 2,271.94 822.69 1,117.20 918.48 643.80$ 766.82$
Collin Co. Community
College ‐ 274.23 58.80 ‐ ‐$ ‐$
Community ISD ‐ ‐ ‐ ‐ ‐$ ‐$
DART 188.94 ‐ 294.00 76.54 ‐$ ‐$
Fairview 98.78 639.87 176.40 306.16 107.30$ 127.80$
Farmersville 1,284.14 1,462.56 940.80 382.70 ‐$ ‐$
Farmersville ISD ‐ ‐ ‐ ‐ ‐$ ‐$
Josephine 98.78 ‐ ‐ ‐ ‐$ ‐$
Lavon 790.24 ‐ ‐ 153.08 ‐$ ‐$
Lucas ‐ ‐ ‐ ‐ ‐$ ‐$
McKinney 36,977.85 33,090.42 20,756.40 22,579.60 8,905.90$ 10,607.68$
Melissa 3,457.30 5,119.06 2,822.40 3,138.14 1,394.90$ 1,661.44$
Murphy 4,642.66 1,279.74 58.80 841.94 ‐$ ‐$
Parker 395.12 ‐ ‐ ‐ ‐$ ‐$
Princeton 5,926.80 4,753.32 4,998.00 4,133.16 1,394.90$ 1,661.44$
Prosper 4,247.54 914.10 1,058.40 4,209.70 1,502.20$ 1,789.25$
Prosper ISD ‐ ‐ 176.40 ‐ ‐$ ‐$
St Paul ‐ ‐ ‐ ‐ ‐$ ‐$
Westminister ‐ ‐ ‐ ‐ ‐$ ‐$
Wylie 2,271.94 91.41 ‐ ‐ ‐$ ‐$
67,195.91$ 52,743.67$ 35,515.20$ 40,107.26$ 15,236.60$ 18,148.08$
Rates 98.78$ 91.41$ 58.80$ 76.54$ 107.30$ 127.80$
# City Days 680 577 604 524 142
0001‐50030‐0001‐64‐00‐0000‐440054‐
Federal Inmate Housing 1,179,869.7$ 510,154.19$ 1,183,665.00$ 1,172,535.00$ 467,670.00$ 467,670.00$
# Federal Days 11,944 4,859 11,273 11,167 4,454
# Total Days 350116 341105 359851 391046 145604
# County Days 337,491 335,669 347,974 379,355 141,008
Facility Utilization
% County 96.39% 98.41% 96.70% 97.01% 96.84%
% City 0.19% 0.17% 0.17% 0.13% 0.10%
% Federal 3.41% 1.42% 3.13% 2.86% 3.06%
Item No. 6.k.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Dean Habel
AGENDA ITEM:
Approve a Resolution authorizing the City Manager to execute an updated interlocal
agreement for emergency dispatch services between Collin County and the City of
Anna. (Police Chief Dean Habel)
SUMMARY:
The Interlocal Cooperation Act (Texas Government Code Chapter 791) authorizes any
local government to contract with one or more local governments to perform
governmental functions and services under the terms of the Act.
The City of Anna contracts with Collin County to provide emergency dispatch services
for the police department. Collin County has proposed certain amendments to the
Interlocal Agreement, to include payment of dispatch service charges for FY2025 in the
amount of $262,029.00 for the extension, and an annual connection fee of $108.00 for
each radio registered on the system. The total cost quoted by Collin County to extend
the agreement through September 30, 2025 is $268,401.00.
FINANCIAL IMPACT:
Funding for this contract will be appropriated in the FY2025 Police Department budget
in the amount of $268,401.
BACKGROUND:
Approve
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Safe.
ATTACHMENTS:
1. ILA Dispatch Services - FY2025 extension and amendment
C03029D20240801DO1
2. C03029 Exhibits FY25 Dispatch Services Amendment 3
3. FY2025 50003 Dispatch Fees 4-26-24
RES. NO. ___________________ - ILA EXTENSION FY 2024 DISPATCH SERVICES
CITY OF ANNA, TEXAS
the Interlocal Cooperation Act (Texas Government Code Chapter 791, “the Act”)
authorizes any local government to contract with one or more local governments to perform
governmental functions and services under the terms of the Act; and
, the City Council of the City of Anna, Texas (the “City Council”) has approved an
interlocal agreement between Collin County, Texas (the “County”) and the City of Anna, Texas
(the “City”); and
the City Council finds that the Interlocal Dispatch Services Agreement (the
“Agreement”) previously designated as Contract No. 2021-382, with the County should be
extended through September 30, 2025 (“Amendment No. 3”); and
the County has proposed certain amendments to the Agreement, to include payment
of dispatch service charges for contract year October 1, 2024, through September 30, 2025 in the
amount of $262,029.00 (two hundred and sixty-two thousand and twenty-nine dollars and zero
cents) for the Extension, plus an annual connection fee assessed by Plano, Allen, Wylie, and
Murphy (PAWM) operators for each radio registered on the system, such that the updated
Agreement shall use the terms set forth in the attached Exhibit 1 (incorporated herein for all
purposes); and
, the PAWN connection fee for the term of Amendment No. 2 has been set as $108
(one hundred and eight dollars and zero cents) per radio, as set forth in the attached Exhibit 2
(incorporated herein for all purposes); and
the City Council has determined that it is in the best interest of the City and its citizens
to authorize, ratify, and approve the City Manager’s execution of Amendment No. 3 to extend the
Agreement for another twelve-month contract and update its terms; and
the City shall make all payments under the Agreement only from its current revenues;
The recitals above are incorporated herein as if set forth in full for all purposes.
RES. NO. ___________________ - ILA EXTENSION FY 2024 DISPATCH SERVICES
The City Council hereby approves the Amendment No. 3 attached hereto as Exhibit 1 to extend
the Agreement and ratifies and approves the City Manager’s execution of same. The City
Manager is hereby authorized to execute all documents and to take all other actions necessary
to finalize and enforce the Agreement and the Extension. All other provisions of the Agreement
which are not expressly referenced as amended by the parties shall remain in full force and effect,
provided that in the event of any conflict, the terms of Amendment No. 3 shall be controlling over
other terms of the Agreement as may be necessary to accomplish the extension described above.
PASSED AND APPROVED by the City Council of the City of Anna, Texas on this __ day of
_________, 2024.
APPROVED: ATTEST:
_____________________________ ____________________________
Mayor Pete Cain City Secretary Carrie Land
1
Office of the Purchasing Agent
Collin County Administration Building
Contract Modification Document 2300 Bloomdale Rd, Ste 3160
Vendor:Contract No.
Contract:
Item #1:Renew contract for a twelve (12) month period at the same terms and conditions of the contract from October 1, 2024,
through September 30, 2025.
Item #2:Update Section 5.01 Compensation clause of the agreement to the following-
an annual connection fee by Plano, Allen, Wylie, Murphy (PAWM) operators for access to their system. In FY2025, the fee
will be $108 per radio and may be updated annually by PAWM.
From:
an annual connection fee by Plano, Allen, Wylie, Murphy (PAWM) operators for access to their system.
Amendment No. 3 has been accepted and authorized on __________________ by authority of the Collin County Commissioners Court
by Court Order No.______________________, to be effective on October 1, 2024.
ACCEPTED BY:
SIGNATURE SIGNATURE
Michelle Charnoski, NIGP-CPP, CPPB
(Print Name)(Print Name)
TITLE:TITLE:
DATE: DATE:
in writing signed by both parties.
2
One yr Renewal, fees & host data terms updated
PD Radios PAWM PAWM Collin County Grand
Outside Agency as of 03/18/24 Fee per Radio Cost Radio/Dispatch Fee Total
Anna 59 108$ 6,372$ 262,029$ 268,401$
Anna ISD 6 108$ 648$ 15,075$ 15,723$
Celina 83 108$ 8,964$ 311,146$ 320,110$
Celina ISD 3 108$ 324$ 6,909$ 7,233$
Community ISD 10 108$ 1,080$ 23,585$ 24,665$
Fairview 41 108$ 4,428$ 131,422$ 135,850$
Farmersville 26 108$ 2,808$ 82,752$ 85,560$
Farmersville ISD 13 108$ 1,404$ 30,622$ 32,026$
Josephine 19 108$ 2,052$ 65,578$ 67,630$
Lavon 29 108$ 3,132$ 110,879$ 114,011$
Melissa 32 108$ 3,456$ 139,515$ 142,971$
Melissa ISD 10 108$ 1,080$ 23,708$ 24,788$
Princeton 70 108$ 7,560$ 255,134$ 262,694$
Outside Agency
Total 401 108$ 43,308$ 1,458,353$ 1,501,661$
Collin County 1,113 108$ 120,204$ 3,173,883$ 3,294,087$
FY 2025 Radio Cost (excluding FD)
PD Radios PAWM PAWM Collin County Grand
Outside Agency as of 03/18/24 Fee per Radio Cost Radio/Dispatch Fee Total
Anna 59 108$ 6,372$ 262,029$ 268,401$
Anna ISD 6 108$ 648$ 15,075$ 15,723$
Celina 83 108$ 8,964$ 311,146$ 320,110$
Celina ISD 3 108$ 324$ 6,909$ 7,233$
Community ISD 10 108$ 1,080$ 23,585$ 24,665$
Fairview 41 108$ 4,428$ 131,422$ 135,850$
Farmersville 26 108$ 2,808$ 82,752$ 85,560$
Farmersville ISD 13 108$ 1,404$ 30,622$ 32,026$
Josephine 19 108$ 2,052$ 65,578$ 67,630$
Lavon 29 108$ 3,132$ 110,879$ 114,011$
Melissa 32 108$ 3,456$ 139,515$ 142,971$
Melissa ISD 10 108$ 1,080$ 23,708$ 24,788$
Princeton 70 108$ 7,560$ 255,134$ 262,694$
Outside Agency
Total 401 108$ 43,308$ 1,458,353$ 1,501,661$
Collin County 1,113 108$ 120,204$ 3,173,883$ 3,294,087$
FY 2025 Radio Cost (excluding FD)
Item No. 7.a.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Lauren Mecke
AGENDA ITEM:
Conduct a Public Hearing/Consider/Discuss/Action on a request to rezone and zone
1,035± acres generally located at the northwest and northeast corners of W. Rosamond
Parkway and U.S. Highway 75 in accordance with Development Agreement (Res. No.
2024-05-1621). Zoned Planned Development (Ord. No. 537-2011) and located within
the Extraterritorial Jurisdiction (ETJ). (Planning Manager Lauren Mecke)
SUMMARY:
The property as it exists today did not develop under the previous Master Planned
Development known as Mantua. A new developer has purchased the property and is
proposing a new Master Planned Development called Liberty Hills.
The plan includes the following zoning districts: Single-Family Residential District (SF-
8.4), Single-Family Residential District (SF-7.2), Single-Family Residential District (SF-
6.0), Mixed-Density Residential District (MD - Single-Family Garden Home, Single-
Family Attached, Single-Family Duplex), Multi-Family Residential District (MF), Local
Commercial District (C-1), Regional Commercial District (C-2), Mixed-Use District (MU),
Light Industrial District (I-1), and Heavy Industrial District (I-2)
REMARKS:
The Liberty Hills master planned development consists of commercial, mixed-use, and
multi-family development along the east and west sides of U.S. Highway 75 with
several phases of single-family residential districts west of future Standridge
Boulevard.
The applicant is proposing the following development standards:
• Establishing Minimum and Maximum dwelling units
o Maximum of 3,000 dwelling units under the Multi-Family District and
Mixed-Use District
• Maximum of 2,000 dwelling units under the Single-Family Districts and Mixed-
Density District
o Minimum of 58 lots with SF-8.4 District Zoning
o Minimum of 400 lots with SF-7.2 District Zoning
o Maximum of 900 lots with SF-6.0 District Zoning
o Maximum of 600 lots with MD District Zoning
• Providing a Fence Exhibit to illustrate the screening wall and fencing
requirements.
• Establishing minimum building sizes within each district.
• Reducing the requirements of the Thoroughfare Overlay District:
o Reducing the minimum lot size from one (1) acre to ¾ (0.75) of an acre.
o Reducing the minimum lot width from 100 feet to 60 feet.
o Exempting the rear of developments from the front yard setback along the
highways.
• Reducing covered parking requirements from 50% to 25% for multi-family
dwellings.
• Changing the calculation of parking requirements for self-storage facilities from
number of units to gross floor area.
o Regulation within the Zoning Ordinance: 1/30 storage units (at least 5
spaces required)
o Proposed: 1/20,000 gross floor area (at least 5 spaces required)
• Allowing telecommunications towers by right in non-residential districts, as well
as the MD District, MF District, and MU District.
o Under the City’s Zoning Ordinance, a telecommunications tower would
require a Specific Use Permit and would not be permitted by right.
• Agreeing to a masonry requirement.
• Amending building articulation standards and multi-family dwelling amenities
requirements.
• Amending Subdivision Entry Sign regulations to allow for larger signs and
alternative placements.
o Subdivision signs in Single-Family Districts have a maxmimum height of
six feet and in Mixed Use Districts a maximum height of six feet and sign
area of 150 square feet.
o The applicant is proposing to increase the height in both districts to a
maximum of 15 feet tall and in the Mixed Use District, a maximum sign
area of 200 square feet.
• Providing a Tree Preservation Exhibit to illustrate trees to be preserved and
removing the requirements of Article 9.07 (Tree Preservation).
o The Tree Preservation article is intended to encourage preservation and
protection of existing quality trees, prohibit indiscriminate clear-cutting,
acknowledging the benefits of trees, and define reasonable protective
measures.
Surrounding Land Uses and Zoning
Direction Land Use Zoning Future Land Use Plan
Place Type Designation
North Vacant land Van Alstyne’s ETJ Outside of Anna’s
Jurisdiction
East Vacant land
Single-family
residential, three
multi-family lots,
and a vacant
commercial
Agriculture (AG)
Planned Development
(Ord. No. 881-2020;
The Woods at Lindsey
Place)
Ranching & Agriculture
Cluster Residential
Parks & Open Space
South Vacant land Regional Commercial
(C-2), Planned
Development (Ord. No
932-2021; Villages of
Hurricane Creek –
North), & ETJ
Regional Activity Center
Ranching & Agriculture
Cluster Residential
West Single-family
residential
Single-Family Estate
(SF-E) (Urban
Crossing)
Estate Residential
Ranching & Agriculture
Single-family
residential
Golf course and
vacant land
ETJ (Hurricane Creek
Estates),
ETJ
Conformance with the Anna2050 Comprehensive Plan
There are multiple Future Land Use Plan Place Type designations for the properties
within the proposed development. The Future Land Use Plan designates these
properties as Regional Activity Center, Community Commercial, Estate Residential,
Ranching & Agriculture, Cluster Residential, and Parks and Open Space. The Place
Type descriptions from the Comprehensive Plan are provided.
Regional Activity Center
The request for Commercial, Mixed Use, and Multi-Family zoning within the U.S.
Highway 75 corridor conforms to the Regional Activity Center future land use
designation. Utilization of the industrial districts may be appropriate in the creation of
business parks but should be limited.
Community Commercial
The request for Local and Regional Commercial zoning at the northeast and northwest
corners of Rosamond Parkway and U.S. Highway 75 conforms to the Community
Commercial future land use designation. Mixed Use and Multi-family zoning is not
appropriate in this area.
Estate Residential
The request does not conform to the Estate Residential future land use designation as
there are no proposed single-family lots ranging from ½ acre (10,890 square feet) to 2
acres.
The proposed single-family lot sizes within the request are a range from Mixed-Density
(4,000 square feet) to Single-Family Residential (SF-8.4) District (8,400 square feet).
Larger lots may be provided in these residential zoning districts but are not required by
strict compliance with the regulations.
Ranching and Agriculture
The request conforms to the Ranching and Agriculture future land use designation
when developing as the Cluster Residential place type. The Ranching and Agriculture
Place Type description allows for Cluster Residential if an amount of open space equal
to the platted lots is preserved and water and wastewater requirements can be met.
There are portions throughout the development being preserved for open space that
will incorporate public trails. Water and wastewater requirements will be met.
Parks and Open Space
The request conforms to the Parks and Open Space future land use designation by
providing open space in and around the flood plain.
CONCLUSION:
Zoning Ordinance Section 9.04.051(a)(6) provides that the city council shall consider
the following standards upon considering a rezoning request. According to the
Ordinance, no single factor is controlling, instead, each is weighed in relation to the
other standards.
The zoning of the property as proposed is consistent with the development agreement
which the City Council approved on May 14, 2024 with Resolution number 2024-05-
1621. The development standards identified in the development agreement match the
requirements included in this zoning case.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
At its meeting on January 25, 2011, the City Council approved a Resolution adopting
Chapter 43 of the Texas Local Government Code Development Agreement, commonly
known as a non-annexation agreement, for a 336.10 acre tract and 41.44 acre tract. The
agreement established that the city would not force the property owner to annex the
properties under conditions of not developing and the property owner agreed to annex.
The agreement also included a 374.03 acre tract and 177.70 acre tract within the city
limits. When the properties developed, they would be in conformance with the Mantua
Master Planned Development.
At its meeting on February 8, 2011, the City Council approved the zoning of the existing
522± acre tract in conformance with the Development Agreement.
In October of 2022, the Risland Mantua developer sold their portions of the Master
Planned Development to Old Prosper Partners.
During the work session portion of the regularly scheduled City Council meeting on
February 13, 2024, Old Prosper Partners introduced the proposed Liberty Hills
development.
At its meeting on May 14, 2024, the City Council approved the Development Agreement
(Res. No. 2024-05-1621) which included an annexation agreement for 513± acres and
development standards. The development standards include specific requirements for
lot size and a diverse mix of development types, including commercial, multi-family, and
residential.
At the Monday, July 1, 2024, the Planning & Zoning Commission voted 6-0 to
recommend denial of the zoning request for reasons such as the small single-family lot
sizes, request to allow telecommunications towers by right, unrestricted allowance for
multi-family dwellings along the U.S. Highway 75 corridor, and waiving requirements of
Article 9.07 (Tree Preservation). The development standards identified in the
development agreement match the requirements included in this zoning case.
At its meeting on July 9, 2024, the City Council approved the annexation of 513± acres.
At that meeting, the City Council tabled the zoning request until after holding a special
meeting to discuss development and the Comprehensive Plan. The special meeting was
held July 30, 2024.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Liberty Hills Zoning Locator Map
2. Ordinance (Zoning) Liberty Hills
3. Exhibit A Metes & Bounds
4. Exhibit B Description of Property
5. Exhibit C Illustrative Layout
6. Exhibit D Development Standards
7. PZ - STAFF REPORT (Zoning) Liberty Hills
8. Comp Plan Place Types
COUNTYROAD
289
COUNTY ROAD 377NUS
HIGHWAY
75
COUNTY
ROAD 935 COUNTY
ROAD
290
HAVENWAY
COUNTY
ROAD 1106
HIDDEN
VALLEYDR
W ROSAMOND PKWY
STANLEY
FALLS
DR
ACACIA DR
SPLIT
OAK LN
HONEYWELLDR
FULBOURNE DR
CHATSWORTH
DR
FM
3
3
5
6
S
BUDDY
HAYESBLVD
BUCKFIELD
DR
COUNTY
ROAD
828
COWAN RD
PRIVATEROAD5124
SWANST
PR
I
V
A
T
E
RO
A
D
5
3
4
8
W PANTHERPKWY
COUNTY ROAD 373
CROSSVINEDR
AVERY POINTE DR
COUNTY ROAD 375
EAST
FORKCIR
HACKBERRY DR
BINKLEY
DR
AGAVELN GINGKODR
N
CENTRAL
EXPY
MAGNOLIAST
THOUSAND
OAKS
DR
PARK ST
COUNTYROAD 219
CEDAR
VIEW
MARKHAM DR
COUNTY
ROAD 371
LOFTWOOD
LN
ASHBROOK
LN
SUGAR
CANE LN
PORTINA
DR
AMBERGATEDR
RENATO
DR
HELMOKENFALLSDR
BRYSON
DR
AMENDUNILN
HARBOR
OAKS DR
BENT
TRL
TARTANE
DR
FIELDSVIEWDR
WILLOWHURSTLN
BOONE
DR
SABLE TRACE LN
S
FERGUSON
PKWY
MEADOW
DR
CENTURY
TREELN
SAXON
TRL
HIGHBERRY
DR
HUNTER
LN
CHARLESTON
DR
BOWEN
ST
SCARLET
VIEW
WESTCROSSING
BLVDN
AUTUMN
TRL
MI
L
L
S
DR
SUE
ELLENST
FERN
ST
CHLOE
LN
COUNTY ROAD 288
W FM 455
CREEKVIEW
DR
BE
L
L
E
STOCKPORTDR
S
CENTRAL
EXPY
TACOMA
WAY
WILKESCT
CROSSING
DR
TIMBERRIDGEDR
LAKESHORE DR
COUNTY ROAD 222
BUTLER
ST
E COUNTY
ROAD 370
NPOWELL
PKWY
KE
L
L
Y
LN
N S
T
A
T
E
H
I
G
H
W
A
Y
5
CROSS
SHORE DR
KATHARINE
ST
LAK
E
L
A
N
D
L
N
HAMPTONST
US
H
I
G
H
W
A
Y
7
5
SSTANDRIDGE
BLVD
CO
U
N
T
Y
RO
A
D
2
8
5
N
STANDRIDGE
BLVD
COUNTY
ROAD 826 HITCHING
POST
TRL
FAIRWAYLN
BR
Y
A
N
T
FA
R
M
R
D
N
FERGUSON
PKWY
SPIRIT
SONG
WAY
LAGUNADR
EA
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P
O
I
N
T
R
D
CO
U
N
T
Y
RO
A
D
3
6
9
COUNTY
ROAD
374
Copyright nearmap 2015, Maxar
Subject
Property
200' Notice
Boundary
City Limits
ETJ
¯
0 2,000 4,0001,000
Feet
June 2024
H:\Notification Maps\Notification Maps\
Zoning - Liberty Hills
1
CITY OF ANNA, TEXAS
(Property rezoned under this ordinance is generally located at the northwest and
northeast corners of W. Rosamond Parkway and U.S. Highway 75)
ORDINANCE NO. ________________
AN ORDINANCE OF THE CITY OF ANNA, TEXAS AMENDING THE CITY’S
COMPREHENSIVE PLAN, ZONING MAP, AND ZONING ORDINANCE AND CHANGING THE
ZONING OF CERTAIN PROPERTY AS DESCRIBED HEREIN; PROVIDING FOR SAVINGS,
REPEALING AND SEVERABILITY CLAUSES; PROVIDING FOR AN EFFECTIVE DATE;
PROVIDING FOR A PENALTY CLAUSE NOT TO EXCEED $2,000 OR THE HIGHEST
PENALTY AMOUNT ALLOWED BY LAW, WHICHEVER IS LESS; AND, PROVIDING FOR THE
PUBLICATION OF THE CAPTION HEREOF.
WHEREAS, the City of Anna, Texas (“City”) has previously adopted ordinances, rules and
regulations governing the zoning in the City; and
WHEREAS, the City has received a requested for zoning from Liberty 800 LP, Liberty 75 LP,
Jay P and Irene C Janis, Janis Real Estate LLC, and The Thornton Family Trust on Property
described in Exhibit A (Legal Description) and depicted in Exhibit B (Description of the Property)
and Exhibit C (Illustrative Layout) (“Property”) attached hereto and incorporated herein for all
purposes as if set forth in full; and
WHEREAS, said Property generally located at the northwest and northeast corners of W.
Rosamond Parkway and U.S. Highway 75 is being rezoned to Planned Development (PD).
WHEREAS, the PD will include the following zoning districts with modified development
standards; Single-Family Residential (SF-8.4) District, Single-Family Residential (SF-7.2) District,
Single-Family Residential (SF-6.0) District, Mixed Density (MD) District, Multi-Family Residential
(MF) District, Local Commercial (C-1) District, Regional Commercial (C-2) District, Mixed-Use
(MU) District, Light Industrial (I-1) District, and Heavy Industrial (I-2) District in conformance with
Res. No. 2024-05-1621 (Pre-annexation Development Agreement) and associated exhibits
attached hereto and incorporated herein for all purposes as if set forth in full; and
WHEREAS, the Planning and Zoning Commission of the City and the City Council of the City of
Anna (“City Council”) have given the requisite notices by publication and otherwise and have held
the public hearings as required by law and afforded a full and fair hearing to all property owners
and generally to all persons interested in and situated in the affected area and in the vicinity
thereof, the City Council has concluded that the Zoning Ordinance of the City should be amended
as set forth below.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS THAT:
2
Section 1.Recitals Incorporated
The above recitals are incorporated herein by reference for all purposes.
Section 2.Zoning Change
The Anna City Code of Ordinances are hereby amended by establishing the zoning of the Property
described in Exhibit A, Exhibit B, and Exhibit C to Planned Development (PD) zoning with modified
Development Standards (Exhibit D).
Section 3.Official Zoning Map
The official Zoning Map of the City shall be corrected to reflect the change in zoning described
herein.
Section 4.Savings, Repealing and Severability Clauses
It is hereby declared to be the intention of the City Council that the words, sentences, paragraphs,
subdivisions, clauses, phrases, and provisions of this ordinance are severable and, if any phrase,
sentence, paragraph, subdivision, clause, or provision of this ordinance shall be declared
unconstitutional or otherwise invalid or inapplicable by the valid judgment or decree of any court
of competent jurisdiction, such unconstitutionality, invalidity or inapplicability shall not affect any
of the remaining words, sentences, paragraphs, subdivisions, clauses, phrases, or provisions of
this ordinance, since the same would have been enacted by the City Council without the
incorporation in this ordinance of any such unconstitutional, invalid or inapplicable words,
sentences, paragraphs, subdivisions, clauses, phrases, or provisions. Further, all ordinances or
parts of ordinances in force when the provisions of this ordinance become effective that are
consistent and do not conflict with the terms and provisions of this ordinance are hereby ratified
to the extent of such consistency and lack of conflict, and all ordinances or parts of ordinances in
force when the provisions of this ordinance become effective that are inconsistent or in conflict
with the terms and provisions contained in this ordinance are hereby repealed only to the extent
of any such conflict.
Section 5.Penalty
Any violation of any of the terms of this ordinance, whether denominated in this ordinance as
unlawful or not, shall be deemed a misdemeanor. Any person convicted of any such violation shall
be fined in an amount not to exceed $2,000 for each incidence of violation. Each day a violation
exists is considered a separate offense and will be punished separately.
Section 6.Publication of the Caption and Effective Date
This ordinance shall be effective upon its passage by the City Council, approval by the Mayor,
and posting and/or publication, if required by law, of its caption. The City Secretary is hereby
authorized and directed to implement such posting and/or publication.
3
PASSED by the City Council of the City of Anna, Texas this 13th day of August 2024.
EXHIBIT A-1
Metes and Bounds Description of Liberty 800 Property
Page 1 of 10
EXHIBIT A-1
TRACT ONE
694.344
Acres
SITUATED in the County of Collin, State of Texas, and being a part of the Henry Smith
Survey, Abstract No. 822, the Zachariah Roberts Survey, Abstract No. 760, the John Batterton Survey,
Abstract No. 94, the W.P. Burns Survey, Abstract No. 100, the J.C. Burge Survey, Abstract No. 106 and
the Jonas Whitaker Survey, Abstract No. 981 and being a part of the 2,304.493 acre tract of land (Tract
F) conveyed from Viola Lordsmeer, L.P. to Risland Mantua, LLC by Special Warranty Deed dated June
25, 2018 and recorded in Instrument No. 20180625000783630, Official Public Records, Collin County,
Texas, and being more particularly described by metes and bounds as follows, to-wit:
BEGINNING at a 1/2 inch rebar found in or near the centerline intersection of County Road
370, a public road, with County Road 368, a public road, in the South line of said Henry Smith Survey
and the North line of the John Elliott Survey, Abstract No. 296, at the Northwest corner of the remainder
of the 16.215 acre tract of land conveyed to Sheikh M. Alam, recorded in Volume 4335, Page 955, Deed
Records, Collin County, Texas, and the most Southerly Southwest corner of both said Risland Mantua
2,304.493 ac. and the herein described tract;
THENCE North 01 deg. 13 min. 07 sec. West, with the pavement of said County Road 368 and a
West line of said Risland Mantua 2,304.493 ac., a distance of 2,021.14 ft. to a 1/2 inch rebar found at the
most Easterly Northeast corner of Hurricane Creek Estates, an unrecorded Plat, and an Ell corner of both
said Risland Mantua 2,304.493 ac. and the herein described tract;
THENCE Westerly, with a North line of said Hurricane Creek Estates and a South line of said
Risland Mantua 2,304.493 ac., the following calls and distances:
1. South 80 deg. 49 min. 43 sec. West, a distance of 212.73 ft. to a 5/8 inch rebar found
at an angle point;
2. South 81 deg. 00 min. 36 sec. West, a distance of 212.18 ft. to a 5/8 inch rebar found
at an
3. South 79 deg. 47 min. 15 sec. West, a distance of 215.41 ft. to a 5/8 inch rebar found
at an angle point;
4. South 79 deg. 47 min. 48 sec. West, a distance of 211.76 ft. to a 1 inch pipe found at
an angle point;
5. South 80 deg. 49 min. 08 sec. West, a distance of 220.15 ft. to a 5/8 inch rebar found
at an Ell corner of said Hurricane Creek Estates, a Southwest corner of both said
Risland Mantua 2,304.493 ac. and the herein described tract;
THENCE Northerly, with an East line of said Hurricane Creek Estates and a West line of said
Risland Mantua 2,304.493 ac., the following calls and distances:
1. North 00 deg. 47 min. 59 sec. West, a distance of 95.57 ft. to a 5/8 inch rebar found at
an angle point;
2. North 00 deg. 53 min. 28 sec. East, a distance of 242.25 ft. to a 5/8 inch rebar found
at an angle point;
3. North 01 deg. 07 min. 11 sec. East, a distance of 264.53 ft. to a 1/2 inch capped rebar
set stamped “RPLS 6578” at an angle point;
4. North 01 deg. 48 min. 05 sec. East, a distance of 76.53 ft. to a 1/2 inch capped rebar
set stamped “RPLS 6578” at an angle point;
5. North 02 deg. 27 min. 54 sec. East, a distance of 99.19 ft. to a 1/2 inch capped rebar
set stamped “RPLS 6578” at the most Northerly Northeast corner of said Hurricane
Creek Estates, at an Ell corner of both said Risland Mantua 2,304.493 ac. and the
herein described tract;
THENCE South 89 deg. 45 min. 34 sec. West, with a North line of said Hurricane Creek Estates
and a South line of said Risland Mantua 2,304.493 ac., a distance of 51.65 ft. to a 1/2 inch capped rebar
set stamped “RPLS 6578”at the most Southerly Southeast corner of the 179.55 ac. tract of land conveyed
to Grayson-Collin Recreational Association, Inc. in Volume 705, Page 90, said Deed Records, at a
Southwest corner of both said Risland Mantua 2,304.493 ac. and the herein described tract;
Page 2 of 10
THENCE Northerly, with an East line of said Grayson-Collin Recreational Association 179.55
ac. and a West line of said Risland Mantua 2,304.493 ac., the following calls and distances:
1. North 17 deg. 52 min. 19 sec. East, a distance of 782.45 ft. to a 42 inch Elm tree at an
angle point;
2. North 22 deg. 57 min. 03 sec. East, a distance of 424.80 ft. to a 1 inch pipe found at
an angle point;
3. North 22 deg. 16 min. 10 sec. West, a distance of 763.52 ft. to a 1/2 inch capped rebar
set, stamped “RPLS 6578” at an angle point;
4. North 12 deg. 31 min. 05 sec. West, a distance of 690.34 ft. to a 1 inch pipe found at
an angle point;
5. North 35 deg. 44 min. 24 sec. East, a distance of 668.76 ft. to a 1/2 inch rebar found
at an angle point;
6. North 03 deg. 14 min. 16 sec. East, a distance of 279.04 ft. to a 1/2 inch rebar found
at the most Westerly Southwest corner of the 7.493 ac. tract of land conveyed to
Grayson-Collin Recreational Association, Inc. in Volume 738, Page 342, said Deed
Records, at an angle point;
THENCE Southeasterly, with the Southwest line of said Grayson-Collin Recreational Association
7.493 ac. and a Northeast line of said Risland Mantua 2,304.493 ac., the following calls and distances:
1. South 60 deg. 30 min. 30 sec. East, a distance of 753.00 ft. to a 1 inch pipe found at
an angle point;
2. South 38 deg. 05 min. 22 sec. East, a distance of 416.65 ft. to a 1/2 inch rebar found
at an angle point;
3. South 20 deg. 05 min. 14 sec. East, a distance of 393.25 ft. to a 1 inch pipe found at
the most Southerly Southwest corner of said Grayson-Collin Recreational Association
7.493., at an Ell corner of both said Risland Mantua 2,304.493 ac. and the herein
described tract;
THENCE North 64 deg. 28 min. 26 sec. East, with the South line of said Grayson -Collin
Recreational Association 7.493 ac. and a North line of said Risland Mantua 2,304.493 ac., a distance of
48.14 ft. to a 1/2 inch rebar found at an angle point;
THENCE North 71 deg. 32 min. 49 sec. East, continuing with the South line of said Grayson -
Collin Recreational Association 7.493 ac. and a North line of said Risland Mantua 2,304.493 ac., a
distance of 175.44 ft. to a 1/2 inch capped rebar set, stamped “RPLS 6578” at the Southeast corner of said
Grayson Collin Recreational Association 7.493 ac., the most Easterly Southeast corner of said Grayson-
Collin Recreational Association 179.55 ac. and an angle point of both said Risland Mantua 2,304.493 ac.
and the herein described tract;
THENCE Easterly, Northerly, then Northwesterly, along the common property line of both said
Grayson-Collin Recreational Association 179.55 ac. and Risland Mantua 2,304.493 ac., the following calls
and distances:
1. North 68 deg. 39 min. 59 sec. East, a distance of 279.42 ft. to a 1/2 inch rebar found
at an angle point;
2. North 16 deg. 00 min. 07 sec. East, a distance of 631.15 ft. to a 1/2 inch rebar found
at an angle point;
3. North 43 deg. 56 min. 13 sec. West, a distance of 1,122.16 ft. to a 1/2 inch capped
rebar set stamped “RPLS 6578” at an angle point;
4. North 66 deg. 25 min. 20 sec. West, a distance of 1,304.43 ft. to a 1/2 inch capped
rebar set stamped “RPLS at the most Northerly corner of said Grayson-Collin
Recreational Association 179.55 ac. and an angle point of both said Risland Mantua
2,304.493 ac. and the herein described tract;
THENCE South 31 deg. 00 min. 14 sec. West, with the West line of said Grayson-Collin Recreational
Association 179.55 ac. and an East line of said Risland Mantua 2,304.493 ac., a distance of 345.00 ft. to
Page 3 of 10
a point in the East bank of a pond, at an angle point;
THENCE Southwesterly, with the East bank of a pond, along the West line of said Grayson-Collin
Recreational Association 179.55 ac. and an East line of said Risland Mantua 2,304.493 the following calls
and distances:
1. South 65 deg. 09 min. 26 sec. West, a distance of 350.00 ft.;
2. South 59 deg. 44 min. 48 sec. West, a distance of 390.00 ft.;
3. South 32 deg. 52 min. 18 sec. East, a distance of 100.00 ft.;
4. South 40 deg. 29 min. 25 sec. West, a distance of 55.00 ft.;
5. North 59 deg. 49 min. 47 sec. West, a distance of 150.00 ft.;
6. South 89 deg. 36 min. 28 sec. West, a distance of 190.00 ft.;
7. South 25 deg. 45 min. 05 sec. West, a distance of 190.00 ft.;
8. South 31 deg. 50 min. 15 sec. West, a distance of 265.00 ft.;
9. South 16 deg. 52 min. 45 sec. West, a distance of 500.00 ft.;
10. South 81 deg. 20 min. 55 sec. East, a distance of 205.00 ft.;
11. South 25 deg. 08 min. 27 sec. East, a distance of 200.00 ft.;
12. South 06 deg. 15 min. 31 sec. East, a distance of 85.00 ft.;
13. South 24 deg. 28 min. 32 sec. West, a distance of 150.00 ft.;
14. South 20 deg. 37 min. 55 sec. West, a distance of 205.00 ft.;
15. South 09 deg. 56 min. 57 sec. East, a distance of 120.00 ft.;
16. North 64 deg. 36 min. 06 sec. West, a distance of 115.00 ft.;
17. South 19 deg. 23 min. 16 sec. East, a distance of 200.00 ft.;
18. South 37 deg. 19 min. 08 sec. West, a distance of 70.00 ft.;
19. South 60 deg. 56 min. 07 sec. West, a distance of 110.00 ft.;
20. South 29 deg. 09 min. 31 sec. West, a distance of 250.00 ft.;
21. South 17 deg. 58 min. 21 sec. West, a distance of 290.00 ft.;
THENCE South 86 deg. 05 min. 16 sec. West, with the South bank of a pond, along a North line of
said Grayson-Collin Recreational Association 179.55 ac. and a South line of said Risland Mantua
2,304.493 ac., a distance of 165.01 ft. to a point in line with a creek to the South;
THENCE Southerly, with the center of a creek, the West line of said Grayson -Collin Recreational
Association 179.55 ac. and an East line of said Risland Mantua 2,304.493 ac., the following calls and
distances:
1. South 02 deg. 18 min. 45 sec. West, a distance of 180.00 ft.;
2. South 07 deg. 21 min. 55 sec. East, a distance of 142.55 ft.;
3. South 20 deg. 21 min. 46 sec. West, a distance of 68.44 ft.;
4. South 37 deg. 03 min. 53 sec. West, a distance of 61.49 ft.;
5. South 64 deg. 30 min. 25 sec. West, a distance of 68.25 ft.;
6. South 21 deg. 56 min. 56 sec. West, a distance of 127.43 ft.;
7. South 10 deg. 33 min. 50 sec. East, a distance of 186.00 ft.;
8. South 23 deg. 42 min. 08 sec. East, a distance of 180.15 ft.;
9. South 29 deg. 18 min. 26 sec. East, a distance of 118.28 ft.;
10. South 50 deg. 34 min. 40 sec. West, a distance of 65.47 ft.;
11. South 35 deg. 56 min. 57 sec. West, a distance of 74.91 ft.;
12. South 51 deg. 20 min. 01 sec. West, a distance of 137.86 ft.;
13. South 30 deg. 41 min. 01 sec. West, a distance of 59.61 ft.;
14. South 01 deg. 39 min. 28 sec. West, a distance of 48.43 ft.;
15. South 15 deg. 38 min. 49 sec. West, a distance of 59.78 ft.;
16. South 32 deg. 29 min. 33 sec. West, a distance of 70.38 ft.;
17. South 18 deg. 00 min. 15 sec. West, a distance of 87.06 ft.;
18. South 33 deg. 07 min. 26 sec. West, a distance of 87.26 ft. to a point at the Southwest
corner of said Grayson-Collin Recreational Association 179.55 ac., at an Ell corner of
both said Risland Mantua 2,304.493 ac. and the herein described tract;
THENCE North 80 deg. 55 min. 18 sec. East, with the South line of said Grayson-Collin Recreational
Association 179.55 ac. and a North line of said Risland Mantua 2,304.493 ac., passing a 1/2 inch capped
rebar set, stamped “RPLS 6578” (for witness) at 104.23 ft. and continuing on said course for a TOTAL
Page 4 of 10
distance of 898.20 ft. to a 1/2 inch capped rebar set stamped “RPLS 6578” at the Northwest corner of said
Hurricane Creek Estates and the most Southerly Northeast corner of both said Risland Mantua 2,304.493
ac. and the herein described tract;
THENCE Southerly, with the West line of said Hurricane Creek Estates and an East line of said
Risland Mantua 2,304.493 ac., the following calls and distances:
1. South 01 deg. 30 min. 49 sec. East, a distance of 234.97 ft. to a 1/2 inch capped rebar
set stamped “RPLS 6578” at an angle point;
2. South 01 deg. 40 min. 21 sec. East, a distance of 100.03 ft. to a 5/8 inch rebar found
at an angle point;
3. South 01 deg. 26 min. 53 sec. East, a distance of 230.25 ft. to a 5/8 inch rebar fou nd
at an angle point;
4. South 02 deg. 34 min. 04 sec. East, a distance of 240.01 ft. to a 5/8 inch rebar found
at an angle point;
5. South 02 deg. 31 min. 27 sec. East, a distance of 193.14 ft. to a 1/2 inch capped rebar
found at the Northeast corner of the 59.73 ac. tract of land conveyed to MM Anna 325,
LLC, recorded in Instrument No. 2019041100386110, said Official Public Records, at
a Southeast corner of both said Risland Mantua 2,304.493 ac. and the herein described
tract;
THENCE South 89 deg. 01 min. 06 sec. West, with the general course of a wire fence maintaining
the North line of said MM Anna 325 59.73 ac. and a South line of said Risland Mantua 2,304.493 ac.,
passing a 1/2 inch capped rebar found (for Witness) at the end of said fence at 938.20 ft. and continuing
on said course for a TOTAL distance of 1,215.59 ft. to a point in the center of a creek, in the East line of
the 48.900 ac. tract of land conveyed to Donna Gail Peeler in Volume 4972, Page 5535, said Deed Records,
at the Northwest corner of said MM Anna 325 59.73 ac., at a Southwest corner of both said Risland Mantua
2,304.493 ac. and the herein described tract;
THENCE Northwesterly, with the center of a creek, the East line of said Peeler 48.900 ac. and the
52.77 ac. tract of land conveyed to Janis Real Estate, recorded in Instrument No. 20220420000632060,
said Official Public Records and a West line of said Risland Mantua 2,304.493 ac., the following calls and
distances:
1. North 34 deg. 56 min. 42 sec. East, a distance of 103.29 ft.;
2. North 25 deg. 27 min. 55 sec. East, a distance of 87.41 ft.;
3. North 14 deg. 15 min. 11 sec. West, a distance of 109.46 ft.;
4. North 09 deg. 26 min. 32 sec. East, a distance of 44.80 ft.;
5. North 25 deg. 25 min. 55 sec. East, a distance of 68.17 ft.;
6. North 10 deg. 58 min. 09 sec. East, a distance of 44.27 ft.;
7. North 48 deg. 07 min. 28 sec. East, a distance of 65.89 ft.;
8. North 76 deg. 04 min. 15 sec. East, a distance of 77.19 ft.;
9. North 05 deg. 59 min. 38 sec. East, a distance of 80.43 ft.;
10. North 16 deg. 36 min. 05 sec. West, a distance of 25.15 ft.;
11. North 55 deg. 07 min. 32 sec. West, a distance of 46.80 ft.;
12. North 72 deg. 50 min. 00 sec. West, a distance of 123.19 ft.;
13. South 81 deg. 44 min. 01 sec. West, a distance of 41.34 ft.;
14. North 70 deg. 40 min. 03 sec. West, a distance of 39.93 ft.;
15. North 18 deg. 54 min. 48 sec. West, a distance of 46.24 ft.;
16. North 30 deg. 12 min. 42 sec. East, a distance of 86.17 ft.;
17. North 55 deg. 20 min. 43 sec. West, a distance of 26.95 ft.;
18. North 83 deg. 50 min. 31 sec. West, a distance of 22.50 ft.;
19. South 68 deg. 54 min. 13 sec. West, a distance of 27.87 ft.;
20. North 22 deg. 54 min. 12 sec. West, a distance of 86.02 ft.;
21. North 26 deg. 45 min. 33 sec. East, a distance of 14.91 ft.;
22. North 50 deg. 40 min. 12 sec. East, a distance of 42.50 ft.;
23. North 10 deg. 24 min. 46 sec. West, a distance of 17.30 ft.;
24. North 72 deg. 20 min. 36 sec. West, a distance of 44.01 ft.;
25. North 44 deg. 49 min. 18 sec. West, a distance of 31.13 ft.;
26. North 87 deg. 03 min. 39 sec. West, a distance of 12.89 ft.;
27. South 64 deg. 02 min. 23 sec. West, a distance of 41.90 ft.;
28. North 86 deg. 18 min. 51 sec. West, a distance of 19.60 ft.;
Page 5 of 10
29. North 13 deg. 04 min. 46 sec. West, a distance of 18.21 ft.;
30. North 53 deg. 06 min. 48 sec. East, a distance of 15.77 ft.;
31. North 77 deg. 43 min. 43 sec. East, a distance of 16.69 ft.;
32. North 43 deg. 03 min. 46 sec. East, a distance of 28.01 ft.;
33. North 17 deg. 12 min. 14 sec. West, a distance of 18.36 ft.;
34. North 71 deg. 22 min. 19 sec. West, a distance of 21.59 ft.;
35. North 22 deg. 14 min. 44 sec. East, a distance of 25.85 ft.;
36. North 81 deg. 00 min. 45 sec. East, a distance of 25.03 ft.;
37. North 20 deg. 24 min. 50 sec. East, a distance of 33.04 ft.;
38. North 27 deg. 26 min. 38 sec. West, a distance of 22.31 ft.;
39. North 83 deg. 06 min. 16 sec. West, a distance of 148.69 ft.;
40. North 25 deg. 25 min. 26 sec. West, a distance of 47.53 ft.;
41. North 67 deg. 01 min. 29 sec. West, a distance of 30.30 ft.;
42. North 84 deg. 50 min. 03 sec. West, a distance of 47.00 ft.;
43. North 74 deg. 58 min. 05 sec. West, a distance of 33.79 ft.;
44. South 76 deg. 58 min. 39 sec. West, a distance of 33.35 ft.;
45. North 35 deg. 23 min. 19 sec. West, a distance of 27.57 ft.;
46. North 11 deg. 56 min. 26 sec. West, a distance of 54.69 ft.;
47. North 43 deg. 24 min. 18 sec. West, a distance of 52.00 ft.;
48. South 55 deg. 10 min. 00 sec. West, a distance of 27.34 ft.;
49. South 78 deg. 02 min. 05 sec. West, a distance of 27.52 ft.;
50. North 67 deg. 40 min. 27 sec. West, a distance of 74.72 ft.;
51. North 74 deg. 50 min. 18 sec. West, a distance of 51.31 ft.;
52. North 61 deg. 04 min. 09 sec. West, a distance of 43.45 ft.;
53. North 41 deg. 31 min. 56 sec. West, a distance of 71.57 ft.;
54. North 26 deg. 20 min. 00 sec. West, a distance of 52.30 ft.;
55. North 48 deg. 41 min. 18 sec. West, a distance of 61.74 ft.;
56. North 78 deg. 02 min. 53 sec. West, a distance of 43.15 ft.;
57. North 45 deg. 16 min. 16 sec. West, a distance of 161.73 ft.;
58. South 70 deg. 57 min. 23 sec. West, a distance of 52.72 ft.;
59. South 61 deg. 06 min. 37 sec. West, a distance of 35.06 ft.;
60. South 72 deg. 45 min. 56 sec. West, a distance of 40.53 ft.;
61. South 87 deg. 34 min. 10 sec. West, a distance of 28.77 ft.;
62. North 67 deg. 42 min. 02 sec. West, a distance of 33.33 ft.;
63. North 23 deg. 39 min. 03 sec. West, a distance of 52.95 ft.;
64. South 89 deg. 23 min. 21 sec. West, a distance of 70.36 ft.;
65. North 74 deg. 15 min. 03 sec. West, a distance of 25.54 ft.;
66. North 51 deg. 05 min. 09 sec. West, a distance of 29.41 ft.;
67. North 20 deg. 44 min. 38 sec. East, a distance of 41.42 ft.;
68. North 31 deg. 24 min. 12 sec. West, a distance of 45.13 ft.;
69. South 77 deg. 29 min. 33 sec. West, a distance of 63.04 ft.;
70. North 33 deg. 59 min. 18 sec. West, a distance of 11.78 ft. to a point at the Northeast corner of said
Janis Real Estate 52.77 ac., at an Ell corner of both said Risland Mantua 2,304.493 ac. and the
herein described tract;
THENCE South 88 deg. 29 min. 46 sec. West, with the North line of said Janis Real Estate 52.77 ac.
and a South line of said Risland Mantua 2,304.493 ac., passing a 1/2 inch rebar found (for witness) at
1,917.45 ft. and continuing on said course for a TOTAL distance of 1,940.65 ft. to a 1/2 inch rebar found
in the pavement of County Road 290, a public road, in an East line of both the 103.991 ac. tract of land
conveyed to Mohammad Ali Manouchehripour in Volume 5200, Page 5012, said Official Public Records
and the Joseph Britton Survey, Abstract No. 72 and the West line of said Zachariah Roberts Survey, at the
Northwest corner of said Janis Real Estate 52.77 ac., at the most Westerly Southwest corner of both said
Risland Mantua 2,304.493 ac. and the herein described tract;
THENCE North 01 deg. 12 min. 42 sec. West, with the pavement of said County Road 290, an East
line of both said Manouchehripour 103.991 ac. and the Thornton Family Trust “called” 103 acre tract of
land conveyed in Instrument No. 2021043000877560, said Official Public Records and the East line of
said Joseph Britton Survey and a West line of both said Zacharia Roberts Survey and Risland Mantua
2,304.493 ac. passing the Northeast corner of said Manouchehripour 103.991 ac. and continuing on said
course for a distance of 1,130.77 ft. to a PK nail set at the Southwest corner of the 10.669 ac. tract of land
conveyed to Delmore A. M. Church and Joyce Church in Volume 702, Page 585, said Deed Records, at a
Page 6 of 10
Northwest corner of said Risland Mantua 2,304.493 ac. and the most Western Northwest corner of the
herein described tract;
THENCE South 88 deg. 26 min. 45 sec. East, with a South line of said Church 10.669 ac. and a North
line of said Risland Mantua 2,304.493 ac., passing a 1/2 inch rebar found (for witness) at 27.59 ft. and
continuing for a TOTAL distance of 353.22 ft. to a 1/2 inch capped rebar set, stamped “RPLS 6578” at
the most Southerly Southeast corner of said Church 10.669 ac. and an Ell corner of both said Mantua
2,304.493 ac. and the herein described tract;
THENCE North 01 deg. 36 min. 46 sec. West, with an East line of said Church 10.669 ac. and a West
line of said Risland Mantua 2,304.493 ac., a distance of 628.19 ft. to a 1/2 inch capped rebar set, stamped
“RPLS 6578” at an Ell corner of said Church 10.669 ac., at a Northwest corner of both said Risland
Mantua 2,304.493 ac. and the herein described tract;
THENCE North 86 deg. 35 min. 25 sec. East, with a South line of said Church 10.669 ac. and a North
line of said Risland Mantua 2,304.493 ac., a distance of 587.02 ft. to a 12 inch wood corner post at the
most Easterly Southeast corner of said Church 10.669 ac., at an Ell corner of both said Risland Mantua
2,304.493 ac. and the herein described tract;
THENCE North 01 deg. 14 min. 35 sec. West, with an East line of said Church 10.669 ac. and a West
line of said Risland Mantua 2,304.493 ac., a distance of 251.70 ft. to a 1/2 inch rebar found in the center
of said County Road 290, in the North line of said Zachariah Roberts Survey and the South line of said
John Batterton survey, at the Northeast corner of said Church 10.669 ac. and an Ell corner of said Risland
Mantua 2,304.493 ac., at a Northwest corner of the herein described tract;
THENCE North 89 deg. 18 min. 25 sec. East, along or near the center of said County Road 290, over
and across Risland Mantua 2,304.493 ac., with the North line of said Zachariah Roberts Survey and the
South line of said John Batterton Survey, passing the Southeast edge of pavement of said County Road
290, and continuing on said course for a distance of 797.98 ft. to a 1/2 inch rebar found at an Ell corner of
the herein described tract;
THENCE North 00 deg. 49 min. 03 sec. West, continuing over and across said Risland Mantua
2,304.493 ac., passing the Southeast edge and re-entering the pavement of said County Road 290,
continuing on said course along or near the center of said road, passing the Northwest edge of pavement
of said road, and continuing on said course for a distance of 1,687.21 ft. to a 1/2 inch capped rebar set,
stamped “RPLS 6578” at the most Northern Northwest corner of the herein described tract;
THENCE North 88 deg. 20 min. 33 sec. East, continuing over and across said Risland Mantua
2,304.493 ac., passing the Northwest edge and re-entering the pavement of said County Road 290, and
continuing on said course along or near the center of said County Road 290 for a distance of 772.49 ft. to
a 1/2 inch rebar found in the West line of the 18.632 ac. tract of land conveyed to Mohammed Rehman,
recorded in Instrument No. 20210322000563200, said Official Public Records, in an East line of said
Risland Mantua 2,304.493 ac., in the West line of said W.P. Burns Survey and the East line of said John
Batterton Survey, at a Northeast corner of the herein described tract;
THENCE South 00 deg. 54 min. 38 sec. East, with the West line of both said Rehman 18.632 ac. and
W.P. Burns Survey and the East line of both said Risland Mantua 2,304.493 ac. and John Batterton Survey,
a distance of 191.05 ft. to a 1/2 inch rebar found in the center of a draw, at the Southwest corner of said
Rehman 18.632 ac. and an Ell corner of the herein described tract;
THENCE Southeasterly, with the center of a draw and creek, with the South line of said Rehman
18.632 ac. and the West line of Lots 1 and 3 of Triple I Ranch Addition to the Collin County, Texas,
recorded in Instrument No. 2003-0183169, Map Records, Collin County, Texas, and the North and East
lines of said Risland Mantua 2,304.493 ac., the following calls and distances:
1. South 85 deg. 33 min. 48 sec. East, a distance of 38.17 ft.;
2. South 56 deg. 34 min. 17 sec. East, a distance of 114.66 ft.;
3. South 73 deg. 39 min. 14 sec. East, a distance of 29.10 ft.;
4. North 80 deg. 55 min. 30 sec. East, a distance of 49.80 ft.;
5. North 84 deg. 10 min. 17 sec. East, a distance of 35.20 ft.;
6. South 71 deg. 30 min. 51 sec. East, a distance of 6.41 ft.;
7. South 23 deg. 37 min. 31 sec. East, a distance of 11.94 ft.;
Page 7 of 10
8. South 48 deg. 57 min. 54 sec. East, a distance of 22.31 ft.;
9. South 78 deg. 22 min. 44 sec. East, a distance of 11.77 ft.;
10. South 44 deg. 57 min. 16 sec. East, a distance of 23.99 ft.;
11. South 72 deg. 03 min. 20 sec. East, a distance of 36.45 ft.;
12. North 83 deg. 45 min. 09 sec. East, a distance of 60.49 ft.;
13. South 45 deg. 51 min. 25 sec. East, a distance of 42.03 ft.;
14. South 88 deg. 20 min. 49 sec. East, a distance of 17.06 ft.;
15. South 70 deg. 55 min. 50 sec. East, a distance of 17.71 ft.;
16. North 79 deg. 53 min. 05 sec. East, a distance of 13.68 ft.;
17. North 62 deg. 26 min. 21 sec. East, a distance of 46.40 ft.;
18. North 43 deg. 42 min. 20 sec. East, a distance of 14.49 ft.;
19. North 13 deg. 18 min. 36 sec. East, a distance of 11.48 ft.;
20. North 82 deg. 07 min. 05 sec. East, a distance of 10.03 ft.;
21. South 86 deg. 09 min. 24 sec. East, a distance of 11.23 ft.;
22. South 49 deg. 44 min. 51 sec. East, a distance of 13.10 ft.;
23. South 70 deg. 30 min. 13 sec. East, a distance of 13.52 ft.;
24. South 84 deg. 22 min. 03 sec. East, a distance of 23.33 ft.;
25. South 35 deg. 35 min. 31 sec. East, a distance of 20.91 ft.;
26. South 84 deg. 29 min. 02 sec. East, a distance of 15.59 ft.;
27. South 51 deg. 00 min. 33 sec. East, a distance of 27.17 ft.;
28. South 78 deg. 25 min. 01 sec. East, a distance of 15.92 ft.;
29. North 58 deg. 51 min. 30 sec. East, a distance of 16.62 ft.;
30. South 49 deg. 41 min. 08 sec. East, a distance of 32.18 ft.;
31. South 29 deg. 08 min. 01 sec. East, a distance of 14.80 ft.;
32. South 05 deg. 40 min. 16 sec. East, a distance of 30.35 ft.;
33. South 51 deg. 27 min. 12 sec. East, a distance of 16.84 ft.;
34. North 55 deg. 07 min. 54 sec. East, a distance of 35.31 ft.;
35. North 89 deg. 52 min. 19 sec. East, a distance of 29.08 ft.;
36. South 31 deg. 29 min. 55 sec. East, a distance of 19.97 ft.;
37. South 47 deg. 09 min. 08 sec. East, a distance of 27.66 ft.;
38. South 18 deg. 55 min. 35 sec. East, a distance of 20.76 ft.;
39. South 63 deg. 16 min. 02 sec. East, a distance of 9.33 ft.;
40. North 87 deg. 41 min. 54 sec. East, a distance of 12.80 ft.;
41. North 49 deg. 59 min. 39 sec. East, a distance of 43.53 ft.;
42. North 77 deg. 10 min. 32 sec. East, a distance of 43.67 ft.;
43. South 57 deg. 38 min. 18 sec. East, a distance of 10.00 ft.;
44. South 05 deg. 42 min. 20 sec. East, a distance of 16.81 ft.;
45. South 42 deg. 16 min. 02 sec. East, a distance of 18.23 ft. at the centerline intersection of draw
and creek;
46. South 06 deg. 44 min. 28 sec. West, a distance of 37.06 ft.
47. South 38 deg. 50 min. 25 sec. East, a distance of 22.72 ft.;
48. North 57 deg. 28 min. 10 sec. East, a distance of 27.21 ft.;
49. South 50 deg. 28 min. 32 sec. East, a distance of 39.42 ft.;
50. South 16 deg. 41 min. 39 sec. West, a distance of 23.29 ft.;
51. South 23 deg. 04 min. 58 sec. East, a distance of 57.84 ft.;
52. South 49 deg. 49 min. 02 sec. West, a distance of 11.63 ft.;
53. North 64 deg. 30 min. 49 sec. West, a distance of 30.50 ft.;
54. South 50 deg. 42 min. 11 sec. West, a distance of 13.78 ft.;
55. South 15 deg. 45 min. 26 sec. East, a distance of 89.36 ft.;
56. South 10 deg. 53 min. 35 sec. West, a distance of 43.60 ft.;
57. South 12 deg. 28 min. 08 sec. East, a distance of 31.05 ft.;
58. South 88 deg. 00 min. 34 sec. West, a distance of 34.12 ft.;
59. South 56 deg. 01 min. 46 sec. West, a distance of 51.74 ft.;
60. North 84 deg. 06 min. 45 sec. West, a distance of 43.29 ft.;
61. South 16 deg. 45 min. 37 sec. West, a distance of 21.78 ft.;
62. South 18 deg. 30 min. 22 sec. East, a distance of 15.05 ft.;
63. South 70 deg. 51 min. 54 sec. East, a distance of 17.06 ft.;
64. North 77 deg. 40 min. 40 sec. East, a distance of 15.14 ft.;
65. South 63 deg. 09 min. 50 sec. East, a distance of 20.43 ft.;
66. South 27 deg. 41 min. 10 sec. East, a distance of 19.98 ft.;
67. South 31 deg. 30 min. 58 sec. West, a distance of 9.86 ft.;
68. South 83 deg. 47 min. 46 sec. West, a distance of 51.58 ft.;
Page 8 of 10
69. South 38 deg. 54 min. 19 sec. East, a distance of 29.87 ft.;
70. South 07 deg. 53 min. 15 sec. West, a distance of 13.82 ft.;
71. North 65 deg. 47 min. 39 sec. West, a distance of 19.26 ft.;
72. North 78 deg. 08 min. 54 sec. West, a distance of 76.63 ft.;
73. South 08 deg. 27 min. 48 sec. East, a distance of 53.59 ft.;
74. South 20 deg. 42 min. 26 sec. West, a distance of 26.91 ft.;
75. South 25 deg. 09 min. 45 sec. East, a distance of 31.09 ft.;
76. South 00 deg. 12 min. 02 sec. West, a distance of 31.14 ft.;
77. South 71 deg. 20 min. 53 sec. East, a distance of 29.06 ft.;
78. South 18 deg. 54 min. 03 sec. East, a distance of 13.15 ft.;
79. South 32 deg. 18 min. 04 sec. West, a distance of 25.49 ft.;
80. South 72 deg. 43 min. 07 sec. West, a distance of 15.31 ft.;
81. North 64 deg. 42 min. 33 sec. West, a distance of 23.37 ft.;
82. South 63 deg. 34 min. 24 sec. West, a distance of 18.33 ft.;
83. South 10 deg. 14 min. 08 sec. West, a distance of 43.90 ft.;
84. South 26 deg. 13 min. 56 sec. West, a distance of 34.33 ft.;
85. South 27 deg. 13 min. 02 sec. East, a distance of 20.15 ft.;
86. South 49 deg. 22 min. 10 sec. East, a distance of 24.64 ft.;
87. North 69 deg. 07 min. 38 sec. East, a distance of 21.11 ft.;
88. North 32 deg. 40 min. 48 sec. East, a distance of 40.78 ft.;
89. North 52 deg. 43 min. 43 sec. East, a distance of 44.54 ft.;
90. South 79 deg. 02 min. 31 sec. East, a distance of 17.91 ft.;
91. South 25 deg. 14 min. 13 sec. East, a distance of 10.50 ft.;
92. South 36 deg. 33 min. 49 sec. West, a distance of 45.96 ft.;
93. South 18 deg. 38 min. 57 sec. East, a distance of 60.30 ft.;
94. South 23 deg. 11 min. 17 sec. West, a distance of 22.34 ft.;
95. South 12 deg. 06 min. 39 sec. East, a distance of 59.69 ft.;
96. South 10 deg. 53 min. 13 sec. West, a distance of 48.67 ft.;
97. South 18 deg. 15 min. 42 sec. East, a distance of 38.78 ft.;
98. South 49 deg. 42 min. 55 sec. West, a distance of 38.39 ft.;
99. South 12 deg. 09 min. 41 sec. West, a distance of 41.04 ft.;
100. South 18 deg. 18 min. 43 sec. East, a distance of 46.98 ft.;
101. South 36 deg. 12 min. 31 sec. East, a distance of 41.45 ft.;
102. South 04 deg. 18 min. 51 sec. West, a distance of 40.66 ft.;
103. South 17 deg. 20 min. 59 sec. East, a distance of 18.23 ft.;
104. South 71 deg. 38 min. 45 sec. East, a distance of 27.15 ft.;
105. South 42 deg. 57 min. 19 sec. East, a distance of 11.61 ft.;
106. South 44 deg. 03 min. 41 sec. West, a distance of 29.44 ft.;
107. South 59 deg. 56 min. 34 sec. West, a distance of 26.44 ft.;
108. South 47 deg. 10 min. 58 sec. West, a distance of 23.76 ft.;
109. South 31 deg. 19 min. 02 sec. West, a distance of 37.17 ft.;
110. South 01 deg. 44 min. 52 sec. West, a distance of 35.97 ft. to a point at the Southwest corner
of said Lot 1 and an Ell corner of both said Risland Mantua 2,304.493 ac. and the herein
described tract;
THENCE North 87 deg. 26 min. 24 sec. East, with the South line of said Lot 1 and a North line
of said Risland Mantua 2,304.493 ac., passing a 1/2 inch capped rebar set, stamped “RPLS 6578” (for
witness) at 853.90 ft., and continuing on said course for a TOTAL distance of 953.68 ft. to a point in the
West bank of pond, at the Southeast corner of said Lot 1 and an Ell corner of both said Risland Mantua
2,304.493 ac. and the herein described tract;
THENCE Northerly and Northeasterly, with the West bank of pond, an East line of said Lot 1, the
East line of the 27.745 ac. tract of land conveyed to M&T Holding Company, LLC, recorded in Instrument
No. 20141105001213360, said Official Public Records, the South and East lines of the 16.952 ac. (Tract
1) tract of land conveyed to MJLA Adams, Ltd., recorded in Instrument No. 20110505000462580, said
Official Public Records, and the North and West lines of said Risland Mantua 2,304.493 ac., the following
calls and distances:
1. North 03 deg. 01 min. 38 sec. West, a distance of 565.00 ft.;
2. North 33 deg. 47 min. 24 sec. East, a distance of 475.00 ft.;
3. North 42 deg. 00 min. 46 sec. East, a distance of 350.00 ft.;
4. North 65 deg. 07 min. 09 sec. East, a distance of 500.00 ft.;
Page 9 of 10
5. North 20 deg. 08 min. 52 sec. East, a distance of 73.50 ft. to a 20 inch tree at bank of pond;
6. North 00 deg. 39 min. 26 sec. East, leaving said pond, a distance of 212.97 ft. to an angle point in
fence;
7. North 01 deg. 46 min. 16 sec. West, with the general course of a wire fence, a distance of 327.25
ft. to an angle point in fence;
8. North 01 deg. 36 min. 16 sec. West, with the general course of a wire fence, a distance of 474.99
ft. to an angle point in fence;
9. North 02 deg. 12 min. 44 sec. West, with the general course of a wire fence, passing an 8 inch tree
at fence corner (for witness) at 374.52 ft. and continuing on said course for a TOTAL distance of
412.36 ft. to a PK nail with metal flasher set in or near the center of County Road No. 372, a public
road, in the East line of said W.P. Burns Survey and the West line of said Jonas Whitaker Survey,
at the Northeast corner of said MJLA Adams 16.952 ac. and the most Northerly Northwest corner
of the herein described tract;
THENCE Easterly, along or near the center of said County Road 372, over and across said Risland
Mantua 2,304.493 ac., the following calls and distances:
1. North 49 deg. 39 min. 30 sec. East, a distance of 128.05 ft.;
2. North 57 deg. 41 min. 04 sec. East, a distance of 150.00 ft.;
3. North 74 deg. 45 min. 46 sec. East, a distance of 135.00 ft.;
4. North 89 deg. 48 min. 47 sec. East, a distance of 127.43 ft.;
5. South 86 deg. 46 min. 24 sec. East, a distance of 506.20 ft.;
6. South 87 deg. 57 min. 09 sec. East, a distance of 172.41 ft.;
7. South 77 deg. 53 min. 48 sec. East, a distance of 93.44 ft.;
8. South 63 deg. 12 min. 34 sec. East, a distance of 108.68 ft.;
9. South 63 deg. 13 min. 19 sec. East, a distance of 129.45 ft.;
10. South 67 deg. 28 min. 08 sec. East, a distance of 91.86 ft.;
11. South 69 deg. 30 min. 37 sec. East, a distance of 290.88 ft.;
12. South 86 deg. 32 min. 19 sec. East, a distance of 86.89 ft.;
13. North 53 deg. 44 min. 03 sec. East, a distance of 92.86 ft.;
14. North 36 deg. 53 min. 20 sec. East, a distance of 133.56 ft.;
15. North 34 deg. 02 min. 26 sec. East, a distance of 211.93 ft.;
16. North 32 deg. 02 min. 27 sec. East, a distance of 165.42 ft.;
17. North 37 deg. 58 min. 13 sec. East, a distance of 103.89 ft.;
18. North 69 deg. 36 min. 45 sec. East, a distance of 94.23 ft.;
19. South 75 deg. 13 min. 37 sec. East, a distance of 120.32 ft.;
20. South 69 deg. 40 min. 24 sec. East, a distance of 136.84 ft.;
21. South 67 deg. 26 min. 05 sec. East, a distance of 118.48 ft.;
22. South 72 deg. 05 min. 15 sec. East, a distance of 97.50 ft.;
23. South 87 deg. 33 min. 06 sec. East, a distance of 63.37 ft.;
24. North 86 deg. 07 min. 56 sec. East, a distance of 85.23 ft.;
25. North 86 deg. 33 min. 49 sec. East, a distance of 55.99 ft.;
26. North 87 deg. 25 min. 04 sec. East, a distance of 51.63 ft.;
27. North 89 deg. 27 min. 50 sec. East, a distance of 282.63 ft. to a PK nail set with metal flasher in
or near the center of said County Road 372, in the West right-of-way line of U.S. Highway No. 75
and the East line of said Risland Mantua 2,304.493 ac., at the most Northerly Northeast corner of
the herein described tract;
THENCE Southerly, with the West right-of-way line of said U.S. Highway No. 75 and an East line
said Risland Mantua 2,304.493 ac., the following calls and distances:
1. South 00 deg. 19 min. 57 sec. West, a distance of 157.21 ft. to a 5/8 inch aluminum capped rebar
found
2. South 07 deg. 56 min. 42 sec. West, a distance of 260.00 ft. to a 5/8 inch aluminum capped rebar
found;
3. South 13 deg. 01 min. 18 sec. West, a distance of 90.77 ft. to a 5/8 inch aluminum capped rebar
found;
4. South 13 deg. 19 min. 08 sec. East, a distance of 158.38 ft. to a 5/8 inch aluminum capped rebar
found;
5. South 06 deg. 40 min. 27 sec. West, a distance of 690.13 ft. to a 10 inch wood corner post;
6. South 27 deg. 29 min. 40 sec. West, a distance of 226.76 ft. to a 5/8 inch aluminum capped rebar
found;
Page 10 of 10
7. North 88 deg. 16 min. 00 sec. West, a distance of 27.13 ft. to a 5/8 inch aluminum capped rebar
found;
8. South 01 deg. 31 min. 42 sec. East, a distance of 99.77 ft. to a 1/2 inch capped rebar found, stamped
“RPLS 6578”;
9. South 88 deg. 15 min. 12 sec. East, a distance of 76.93 ft. to a 5/8 inch rebar found;
10. South 19 deg. 29 min. 08 sec. East, a distance of 125.64 ft. to a 5/8 inch rebar found;
11. South 00 deg. 19 min. 57 sec. West, a distance of 92.58 ft. to a 5/8 inch rebar found;
12. South 10 deg. 47 min. 37 sec. East, a distance of 305.87 ft. to a 5/8 inch rebar found;
13. South 06 deg. 13 min. 39 sec. East, a distance of 402.64 ft. to a 5/8 inch rebar found;
14. South 01 deg. 22 min. 49 sec. East, a distance of 299.50 ft. to a 5/8 inch aluminum capped rebar
found;
15. South 04 deg. 03 min. 47 sec. West, a distance of 588.55 ft. to a 5/8 inch rebar found;
16. South 18 deg. 07 min. 48 sec. West, a distance of 100.58 ft. to a 1/2 inch capped rebar set, stamped
“RPLS 6578”;
17. South 02 deg. 24 min. 25 sec. West, a distance of 293.51 ft. to a 5/8 inch rebar found;
18. South 01 deg. 18 min. 32 sec. East, a distance of 197.35 ft. to a 5/8 inch rebar found;
19. South 07 deg. 36 min. 33 sec. West, a distance of 295.70 ft. to a 5/8 inch aluminum capped rebar
found;
20. South 15 deg. 51 min. 34 sec. West, a distance of 202.09 ft. to a brass capped monument found;
21. South 07 deg. 39 min. 54 sec. West, a distance of 299.90 ft. to a brass capped monument found;
22. South 00 deg. 36 min. 24 sec. East, a distance of 202.34 ft. to a brass capped monument found;
23. South 07 deg. 35 min. 05 sec. West, a distance of 467.60 ft. to a brass capped monument found;
24. North 88 deg. 37 min. 42 sec. West, a distance of 15.83 ft. to a brass capped monument found;
25. South 00 deg. 49 min. 45 sec. West, a distance of 175.19 ft. to a brass capped monument found;
26. South 07 deg. 52 min. 40 sec. West, a distance of 113.17 ft. to a brass capped monument found;
27. South 88 deg. 30 min. 43 sec. West, a distance of 53.68 ft. to a brass capped monument found;
28. South 00 deg. 38 min. 27 sec. East, a distance of 69.59 ft. to a brass capped monument found;
29. North 89 deg. 26 min. 06 sec. East, a distance of 39.82 ft. to a brass capped monument found;
30. South 46 deg. 34 min. 09 sec. East, a distance of 4.94 ft. to a brass capped monument found;
31. South 07 deg. 38 min. 58 sec. West, a distance of 1,318.58 ft. to a brass capped monument found;
32. South 13 deg. 06 min. 56 sec. West, a distance of 200.42 ft. to a brass capped monument found;
33. South 07 deg. 01 min. 13 sec. West, a distance of 249.88 ft. to a brass capped monument found;
34. South 18 deg. 21 min. 18 sec. West, a distance of 584.03 ft. to a brass capped monument found;
35. South 07 deg. 40 min. 57 sec. West, a distance of 186.12 ft. to a brass capped monument found;
36. South 45 deg. 20 min. 37 sec. West, a distance of 79.29 ft. to a brass capped monument found;
37. South 83 deg. 25 min. 55 sec. West, a distance of 209.32 ft. to a brass capped monument found;
38. South 00 deg. 36 min. 48 sec. East, a distance of 56.51 ft. to a 5/8 inch aluminum capped rebar
found in the pavement of said County Road 370, the North line of both said Alam 16.215 ac. and
John Elliott Survey and the South line of said Henry Smith Survey, at the most Southerly Southeast
corner of both said Risland Mantua 2,304.493 ac. and the herein described tract;
THENCE South 89 deg. 11 min. 17 sec. West, with the pavement of said County Road 370, the North
line of both said Alam 16.215 ac. and John Elliott Survey and a South line of both said Mantua 2,304.493
ac. and Henry Smith Survey, a distance of 254.37 ft. to a 1/2 inch rebar found at an angle point;
THENCE South 88 deg. 36 min. 37 sec. West, continuing with the pavement of said County Road
370, the North line of both said Alam 16.215 ac. and John Elliott Survey and a South line of both said
Mantua 2,304.493 ac. and Henry Smith Survey, a distance of 375.33 ft. to the PLACE OF BEGINNING
and containing 694.344 ACRES of land.
_________________________________
Kate A. Wagner, R.P.L.S. No. 6578
September 8, 2022
Page 1 of 3
Exhibit A-1 Tract Two (92.667 ACRES)
SITUATED in the County of Collin, State of Texas, and being a part of the Henry Smith
Survey, Abstract No. 822, the J.C. Burge Survey, Abstract No. 106, and being a part of the 555.801 acre
tract of land (Tract B) conveyed from Viola Lordsmeer, L.P. to Risland Mantua, LLC by Special
Warranty Deed dated June 25, 2018 and recorded in Instrument No. 20180625000783630, Official
Public Records, Collin County, Texas, and being more particularly described by metes and bounds as
follows, to-wit:
BEGINNING at a 5/8 inch rebar found in the North line of both the Eli Witt Survey, Abstract
No. 997 and the D.R. Horton, LTD 275.00 acre tract of land conveyed by Instrument No.
20210212000310470, said Official Public Records and the South line of said J.C. Burge Survey, at the
Southwest corner of the 42.81 acre tract of land conveyed by Instrument No. 200610030014246640,
said Official Public Records, at a Southeast corner of said Risland Mantua 555.801 ac. and the most
Easterly Southeast corner of the herein described tract;
THENCE North 86 deg. 36 min. 27 sec. West, with the North line of both said Eli Witt Survey
and D.R. Horton, LTD 275.00 ac. and the South line of both said Burge Survey and Risland Mantua
555.801 ac., a distance of 774.67 ft. to a 1/2 inch rebar found, at the most Eastern Northeast corner of
said Henry Smith Survey, the Northwest corner of both said D.R. Horton 275.00 ac. and said Eli Witt
Survey, at an Ell corner of both said Risland Mantua 555.801 ac. and the herein described tract;
THENCE South 00 deg. 33 min. 34 sec. East, with the West line of both said Eli Witt Survey
and D.R. Horton, LTD 275.00 ac. and the East line of both said Henry Smith Survey and Risland
Mantua 555.801 ac., a distance of 509.75 ft. to a 1/2 inch capped rebar set, stamped “RPLS 6578” at the
most Southerly Southeast corner of the herein described tract; FROM which a ½ inch rebar found at the
most Southerly Southeast corner of said Risland Mantua 555.801 ac. bears South 00 deg. 33 min. 34 sec.
East, 4,146.43 ft.;
THENCE South 32 deg. 09 min. 36 sec. West, over and across Risland Mantua 555.801 ac., a
distance of 1,399.64 ft. to a 1/2 inch capped rebar set, stamped “RPLS 6578” in the East right-of-way
line of U.S. Highway No. 75 and the West line of said Risland Mantua 555.801 ac., at the most
Southerly Southwest corner of the herein described tract;
THENCE in a Northeasterly direction, with the East line of said U.S. Highway No. 75 and West
lines of said Risland Mantua 555.801 ac., the following calls and distances:
1. North 09 deg. 09 min. 44 sec. East, a distance of 468.21 ft. to a 1/2 inch capped
rebar set, stamped “RPLS 6578”;
2. North 04 deg. 48 min. 32 sec. East, a distance of 166.27 ft. to a brass capped
monument found;
3. North 08 deg. 00 min. 27 sec. East, a distance of 570.88 ft. to a 5/8 inch rebar
found;
4. North 07 deg. 33 min. 49 sec. East, a distance of 204.07 ft. to a 1/2 inch capped
rebar set, stamped “RPLS 6578”;
5. North 04 deg. 56 min. 12 sec. East, a distance of 408.10 ft. to a 1/2 inch rebar
found;
6. North 08 deg. 50 min. 26 sec. East, a distance of 201.65 ft. to a 5/8 inch
aluminum capped rebar found;
7. North 03 deg. 46 min. 37 sec. West, a distance of 157.48 ft. to a 5/8 inch
aluminum capped rebar found;
8. North 02 deg. 24 min. 26 sec. East, a distance of 297.71 ft. to a 5/8 inch rebar
found;
9. North 01 deg. 17 min. 34 sec. West, a distance of 373.25 ft. to a 5/8 inch rebar
found;
10. North 03 deg. 24 min. 38 sec. East, a distance of 157.01 ft. to a 5/8 inch rebar
found;
Page 2 of 3
11. North 10 deg. 51 min. 17 sec. East, a distance of 626.29 ft. to a 5/8 inch rebar
found;
12. North 39 deg. 04 min. 49 sec. East, a distance of 143.29 ft. to a 5/8 inch rebar
found;
13. North 08 deg. 29 min. 33 sec. East, a distance of 132.69 ft. to a 5/8 inch
aluminum capped rebar found;
14. South 88 deg. 41 min. 18 sec. East, a distance of 29.74 ft. to a 5/8 inch
aluminum capped rebar found;
15. North 01 deg. 36 min. 08 sec. East, a distance of 109.73 ft. to a 5/8 inch
aluminum capped rebar found;
16. North 88 deg. 24 min. 26 sec. West, a distance of 31.11 ft. to a 5/8 inch
aluminum capped rebar found;
17. North 06 deg. 46 min. 11 sec. West, a distance of 159.76 ft. to a 1/2 inch capped
rebar found, stamped “RPLS 6578”;
18. North 34 deg. 41 min. 30 sec. West, a distance of 153.89 ft. to a 5/8 inch
aluminum capped rebar found;
19. North 06 deg. 06 min. 32 sec. West, a distance of 469.93 ft. to a 5/8 inch
aluminum capped rebar found;
20. North 14 deg. 15 min. 34 sec. West, a distance of 166.73 ft. to a 5/8 inch
aluminum capped rebar found;
21. North 00 deg. 20 min. 02 sec. East, a distance of 570.00 ft. to a 5/8 inch
aluminum capped rebar found;
22. North 02 deg. 17 min. 36 sec. East, a distance of 48.36 ft. to a ½ inch capped
rebar set, stamped “RPLS 6578” at the most Northerly Northwest corner of the
herein described tract, FROM which a 5/8 inch aluminum capped rebar found
at an angle point of said U.S. Highway No. 75 bears North 02 deg. 17 min. 36
sec. East, 331.91 ft.;
THENCE North 88 deg. 46 min. 19 sec. East, over and across said Risland Mantua
555.801 ac., a distance of 473.58 ft. to a 1/2 inch rebar found at the most Westerly Northwest
corner of the “called” 60.94 acre tract of land conveyed to LHJH Properties, Ltd., recorded in
Instrument No. 20061003001424620, said Official Public Records, an Ell corner of said
Mantua 555.801 ac. and the most Northerly Northeast corner of the herein described tract;
THENCE South 00 deg. 57 min. 02 sec. East, with a West line of said LHJH Properties “called”
60.94 ac., an East line of said Risland Mantua 555.801 ac., entering the pavement of County Road 374
and continuing with the pavement, a distance of 913.62 ft. to a PK nail set at an angle point;
THENCE South 00 deg. 56 min. 52 sec. East, continuing with the pavement of said County Road
374, a West line of said LHJH Properties “called” 60.94 ac. and an East line of said Risland Mantua
555.801 ac., a distance of 689.52 ft. to a 1/2 inch rebar found at the centerline intersection of said County
Road 374 with Mantua Road, a public road, at the most Westerly Southwest corner of said LHJH
Properties “called” 60.94 ac., at an Ell corner of both said Risland Mantua 555.801 ac. and the herein
described tract;
THENCE South 89 deg. 39 min. 31 sec. East, with the pavement of said Mantua Road, a South
line of said LHJH Properties “called” 60.94 ac. and a North line of said Risland Mantua 555.801 ac.,
leaving the pavement of said Mantua Road and continuing on said course for a distance of 755.15 ft. to a
1/2 inch rebar found at an Ell corner of said LHJH Properties “called” 60.94 ac. and a Northeast corner of
said Risland Mantua 555.801 ac., at the most Easterly Northeast corner of the herein described tract;
THENCE South 01 deg. 06 min. 31 sec. West, with a West line of said LHJH Properties “called”
60.94 ac., an East line of said Risland Mantua 555.801 ac., re-entering of the pavement of said Mantua
Road, continuing with and leaving the pavement of the same and continuing, passing the most Southerly
Southwest corner of said LHJH Properties “called” 60.94 ac. and the Northwest corner of said LHJH
Page 3 of 3
Properties 42.81 ac. and continuing now with a West line of said LHJH Properties 42.81 ac. for a
distance of 2,239.97 ft. to the PLACE OF BEGINNING and containing 92.667 ACRES of land.
_________________________________
Kate A. Wagner, R.P.L.S. No. 6578
September 8, 2022
Revised: February 16, 2023
EXHIBIT A-2-1, A-2-II and A-2-III
Metes and Bounds Descriptions of Liberty 75 Property
1
EXHIBIT A-2-I
MIDDLE TRACT
BEING a tract of land situated in the Henry Smith Survey, Abstract No. 822, City of Anna, Collin County,
Texas, and being a portion of a called 74.451-acre tract of land described in a deed to Liberty 75, LP, as
recorded in Instrument No. 2024000024415 of the Official Public Records of Collin County, Texas, and
being more particularly described by metes and bounds as follows:
COMMENCING at a brass disk TXDOT right of way monument found for the southerly corner of a
visibility clip at the westerly, southwest corner of said 74.451-acre tract, same being on the easterly right
of way line of U. S. Highway 75, a variable width right of way, as described in a called 9.306-acre tract of
land, conveyed to the State of Texas, as recorded in Instrument No. 20170920001260330 of the Official
Public Records of Collin County, Texas;
THENCE in a northerly direction, along the westerly line of said 74.451-acre tract and the easterly right
of way line of said U. S. Highway 75, the following:
North 43°05'07" West, along said visibility clip, a distance of 74.58 feet to a point for corner;
North 01°01'07" West, a distance of 669.59 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears South 84°27’ East, 0.85 feet;
North 05°53'54" East, a distance of 300.13 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears North 04°56’ East, 0.37 feet;
North 06°23'15" East, a distance of 700.16 feet to a brass disk TXDOT right of way monument
found for corner;
North 07°36'56" East, a distance of 123.96 feet to the POINT OF BEGINNING of the herein
described tract;
THENCE North 07°36'56" East, continuing along the westerly line of said 74.451-acre tract and the
easterly right of way line of said U. S. Highway 75, a distance of 976.04 feet to a point for corner, from
which, a found brass disk TXDOT right of way monument bears South 73°31’ East, 1.17 feet;
THENCE North 09°45'02" East, continuing along the westerly line of said 74.451-acre tract and the
easterly right of way line of said U. S. Highway 75, a distance of 94.61 feet to the northwest corner of said
74.451-acre tract, same being on the southeasterly line of a 170’ wide Texas Power & Light Easement as
recorded in Volume 1155, Page 356 & Volume 1306, Page 763, both of the Official Public Records of
Collin County, Texas, from which, a found 1/2-iron rod bears North 07°37’ East, 0.71 feet;
THENCE North 32°09'34" East, departing the easterly right of way line of said U. S. Highway 75, along
the northwest line of said 74.451-acre tract and the southeast line of said 170’ wide Texas Power & Light
Easement, a distance of 52.03 feet to a point for corner;
THENCE North 89°26'28" East, departing the northwest line of said 74.451-acre tract and the southeast
line of said 170’ wide Texas Power & Light Easement, crossing said 74.451-acre tract, a distance of 688.50
feet to a point for corner;
2
THENCE South 00°33'32" East, continuing across said 74.451-acre tract, a distance of 1,102.97 feet to a
point for corner;
THENCE South 89°26'28" West, continuing across said 74.451-acre tract, a distance of 872.33 feet to the
POINT OF BEGINNING and containing 20.064 acres of land, more or less.
1
EXHIBIT A-2-II
NORTH TRACT
BEING a tract of land situated in the Henry Smith Survey, Abstract No. 822, City of Anna, Collin County,
Texas, and being a portion of a called 74.451-acre tract of land described in a deed to Liberty 75, LP, as
recorded in Instrument No. 2024000024415 of the Official Public Records of Collin County, Texas, and
being more particularly described by metes and bounds as follows:
COMMENCING at a brass disk TXDOT right of way monument found for the southerly corner of a
visibility clip at the westerly, southwest corner of said 74.451-acre tract, same being on the easterly right
of way line of U. S. Highway 75, a variable width right of way, as described in a called 9.306-acre tract of
land, conveyed to the State of Texas, as recorded in Instrument No. 20170920001260330 of the Official
Public Records of Collin County, Texas;
THENCE in a northerly direction, along the westerly line of said 74.451-acre tract and the easterly right
of way line of said U. S. Highway 75, the following:
North 43°05'07" West, along said visibility clip, a distance of 74.58 feet to a point for corner;
North 01°01'07" West, a distance of 669.59 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears South 84°27’ East, 0.85 feet;
North 05°53'54" East, a distance of 300.13 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears North 04°56’ East, 0.37 feet;
North 06°23'15" East, a distance of 700.16 feet to a brass disk TXDOT right of way monument
found for corner;
North 07°36'56" East, a distance of 1,100.00 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears South 73°31’ East, 1.17 feet;
North 09°45'02" East, continuing along the westerly line of said 74.451-acre tract and the easterly
right of way line of said U. S. Highway 75, a distance of 94.61 feet to the northwest corner of said
74.451-acre tract, same being on the southeasterly line of a 170’ wide Texas Power & Light
Easement as recorded in Volume 1155, Page 356 & Volume 1306, Page 763, both of the Official
Public Records of Collin County, Texas, from which, a found 1/2-iron rod bears North 07°37’ East,
0.71 feet;
THENCE North 32°09'34" East, departing the easterly right of way line of said U. S. Highway 75, along
the northwest line of said 74.451-acre tract and the southeast line of said 170’ wide Texas Power & Light
Easement, a distance of 52.03 feet to the POINT OF BEGINNING of the herein described tract;
THENCE North 32°09'34" East, continuing along the northwest line of said 74.451-acre tract and the
southeast line of said 170’ wide Texas Power & Light Easement, a distance of 1,273.79 feet to a point for
corner, from which, a 1/2-inch iron rod with an orange cap, stamped “RPLS 6578” bears North 32°09'34"
East, 74.00 feet;
THENCE South 00°33'32" East, continuing across said 74.451-acre tract, a distance of 1,071.69 feet to a
point for corner;
2
THENCE South 89°26'28" West, continuing across said 74.451-acre tract, a distance of 688.50 feet to the
POINT OF BEGINNING and containing 4.469 acres of land, more or less.
1
EXHIBIT A-2-III
SOUTH TRACT
BEING a tract of land situated in the Henry Smith Survey, Abstract No. 822, City of Anna, Collin County,
Texas, and being a portion of a called 74.451-acre tract of land described in a deed to Liberty 75, LP, as
recorded in Instrument No. 2024000024415 of the Official Public Records of Collin County, Texas, and
being more particularly described by metes and bounds as follows:
BEGINNING at a brass disk TXDOT right of way monument found for the southerly corner of a visibility
clip at the westerly, southwest corner of said 74.451-acre tract, same being on the easterly right of way line
of U. S. Highway 75, a variable width right of way, as described in a called 9.306-acre tract of land,
conveyed to the State of Texas, as recorded in Instrument No. 20170920001260330 of the Official Public
Records of Collin County, Texas;
THENCE in a northerly direction, along the westerly line of said 74.451-acre tract and the easterly right
of way line of said U. S. Highway 75, the following:
North 43°05'07" West, along said visibility clip, a distance of 74.58 feet to a point for corner;
North 01°01'07" West, a distance of 669.59 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears South 84°27’ East, 0.85 feet;
North 05°53'54" East, a distance of 300.13 feet to a point for corner, from which, a found brass
disk TXDOT right of way monument bears North 04°56’ East, 0.37 feet;
North 06°23'15" East, a distance of 700.16 feet to a brass disk TXDOT right of way monument
found for corner;
North 07°36'56" East, a distance of 123.96 feet to a point for corner;
THENCE North 89°26'28" East, departing the westerly line of said 74.451-acre tract and the easterly right
of way line of said U. S. Highway 75, crossing said 74.451-acre tract, a distance of 872.33 feet to a point
for corner;
THENCE South 00°33'32" East, continuing across said 74.451-acre tract, a distance of 1,787.92 feet to the
beginning of a non-tangent curve to the right with a radius of 790.00 feet, a central angle of 04°10'17", and
a chord bearing and distance of South 87°04'49" West, 57.50 feet;
THENCE in a westerly direction, continuing across said 74.451-acre tract, with said non-tangent curve to
the right, an arc distance of 57.52 feet to a point for corner;
THENCE South 89°09'58" West, continuing across said 74.451-acre tract, a distance of 427.84 feet to the
beginning of a tangent curve to the left with a radius of 1,260.00 feet, a central angle of 12°43'32", and a
chord bearing and distance of South 82°48'12" West, 279.27 feet;
THENCE in a westerly direction, continuing across said 74.451-acre tract, with said tangent curve to the
left, an arc distance of 279.85 feet to the beginning of a reverse curve to the right with a radius of 1,139.84
feet, a central angle of 06°32'52", and a chord bearing and distance of South 79°42'50" West, 130.19 feet;
2
THENCE in a westerly direction, continuing across said 74.451-acre tract, with said reverse curve to the
right, an arc distance of 130.26 feet to a point for corner on the westerly line of said 74.451-acre tract and
the easterly right of way line of said U. S. Highway 75;
THENCE North 84°51'36" West, along the westerly line of said 74.451-acre tract and the easterly right of
way line of said U. S. Highway 75, a distance of 61.90 feet to the POINT OF BEGINNING and containing
40.045 acres of land, more or less.
EXHIBIT A-3
Metes and Bounds Description of the Thornton
Property
Exhibit A-3 Thornton Tract
BEING a tract of land situated in the Joseph Britton Survey Survey, Abstract No. 72, Collin
County, Texas, and being all of a called 103-acre tract of land described in a deed to The Thornton
Family Trust, recorded in Instrument No. 20210430000877560, Official Public Records, Collin
County, Texas, and being more particularly described by metes and bounds as follows:
BEGINNING at a 1/2-inch iron rod found for the southeast corner of said 103-acre tract, common
to the westernmost southwest corner of a called 694.344-acre tract of land described as Tract
One in a deed to Liberty 800, LP, recorded in Instrument No. 2023000025691, said Official Public
Records, common to the northwest corner of a called 52.771-acre tract of land described in a
deed to Janis Real Estate, recorded in Instrument No. 2022040000632060, said Official Public
Records, common to the northeast corner of a called 103.991-acre tract of land described in a
deed to Mohammad Ali Monouchehripour, recorded in Volume 5200, Page 5012, Land Records,
Collin County, Texas, same also being in County Road No. 290 (public use right-of-way, no record
found);
THENCE South 89°51'39" West, departing said County Road No. 290 and with the common line
of said 103-acre tract and said 103.991-acre tract, a distance of 1,815.28 feet to a 1/2-inch iron
rod with plastic cap “Illegible” found for the northwest corner of said 103.991-acre tract, common
to the northeast corner of a called 11.000-acre tract of land described in a deed to Mathew T.
Benton, et ux, recorded in Instrument No. 20170316000337930, said Official Public Records;
THENCE South 89°46'58" West, with the common line of said 103-acre tract and said 11.000-
acre tract, a distance of 491.25 feet to a 5/8-inch iron rod with red plastic cap stamped “KHA” set
for the southwest corner of said 103-acre tract;
THENCE North 01°49'44" East, departing the northerly line of said 11.000-acre tract and with the
westerly line of said 103-acre tract and the easterly lines of a called 10.000-acre tract of land
described in a deed to Angela Reston, recorded in Instrument No. 20130816001163630, said
Official Public Records, and a called 45.002-acre tract of land described in a deed to Angela
Reston, recorded in Instrument No. 20130816001163610, said Official Public Records, and
generally along the center of County Road No. 289 (public use right-of-way, no record found), a
distance of 617.13 feet to a PK nail set for corner;
THENCE North 00°56'55" East, continuing with the westerly line of said 103-acre tract and the
easterly line of said 45.002-acre tract, and with the easterly line of a called 25.2172-acre tract of
land described in a deed to Shawn C. & Latricia G. Smith, recorded in Instrument No.
20210112000065970, said Official Public Records, and continuing generally along the center of
said County Road No. 289, a distance of 751.13 feet to a PK nail set for corner;
THENCE North 00°23'27" West, continuing with the westerly line of said 103-acre tract and the
easterly line of said 25.2172-acre tract, and with the easterly line of a called 9.213-acre tract of
land described in a deed to Timothy J. Kennedy and Thomas W. Kennedy, recorded in Instrument
No. 20140814000866610, said Official Public Records, and continuing generally along the center
of said County Road No. 289, a distance of 628.28 feet to a PK nail set for the northwest corner
of said 103-acre tract, common to the southwest corner of a called 105-acre tract of land described
in a deed to The Thornton Family Trust, recorded in Instrument No. 20210430000877690, said
Official Public Records;
THENCE North 89°12'22" East, departing the easterly line of said 9.213-acre tract and said
County Road No. 289, and with the northerly line of said 103-acre tract and the southerly lines of
said 105-acre tract and a called 40-acre tract of land described in a deed to The Thornton Family
Trust, recorded in Instrument No. 20210430000877470, said Official Public Records, and a called
2304.493-acre tract of land described as Tract F in a deed to Risland Mantua, LLC, recorded in
Instrument No. 20180625000783630, said Official Public Records and in Instrument No. 2018-
14251, Official Public Records, Grayson County, Texas, and generally along the center of County
Road No. 1101 (public use right-of-way, no record found), a distance of 2,235.58 feet to a PK nail
set for the northeast corner of said 103-acre tract, common an angle point in the southerly line of
said Tract F, same being on the westerly line of a called 10.669-acre tract of land described in a
deed to Delmore A.M. Church and Joyce Church, recorded in Volume 702, Page 585, said Land
Records, same also being the intersection of said County Road No. 1101 and the aforementioned
County Road No. 290;
THENCE South 01°14'56" East, departing the southerly line of said Tract F and with the common
line of said 103-acre tract and said 10.669-acre tract, and generally along the center of said
County Road No. 290, a distance of 890.33 feet to a PK nail set for the southwest corner of said
10.669-acre tract, common to the westernmost northwest corner of the aforementioned Tract
One, from which a PK nail found for witness bears North 75°05'07” West, 1.12 feet;
THENCE South 01°12'42" East, with the common line of said 103-acre tract and said Tract One,
and continuing generally along the center of said County Road No. 290, a distance of 1,130.95
feet to the POINT OF BEGINNING and containing 4,544,381 square feet or 104.325 acres of
land, more or less.
EXHIBIT A-4
Metes and Bounds Description of the Janis RE
Property
Exhibit A-4 Janis RE Tract
BEING a tract of land situated in the Zachariah Roberts Survey, Abstract No. 760, City of Anna,
Collin County, Texas, and being all of a called 52.771-acre tract of land, described in a Warranty
Deed to Janis Real Estate, recorded in Instrument No. 20220420000632060 of the Official Public
Records of Collin County, Texas, and being more particularly described as follows:
BEGINNING at a 1/2-inch iron rod found in County Road 290, an apparent public use right of
way, no record found, for the northwest corner of said 52.771-acre tract, same being the westerly,
southwest corner of Tract One (called 694.334-acres), described in a deed to Liberty 800, LP,
recorded in Instrument No. 2023000025691 of the Official Public Records of Collin County, Texas
THENCE North 88°29'13" East, departing said County Road 290, along the northerly line of said
52.771-acre tract and a southerly line of said Tract One (called 694.334-acres), passing at a
distance of 22.66 feet, a found 1/2-inch iron rod, passing at a distance of 1,915.36 feet, a found
5/8-inch iron rod, continuing for a total distance of 1,940.95 feet to a point for corner in an
unnamed stream;
THENCE in a southeasterly direction, along a southwesterly line of said Tract One (called
694.334-acres), and along the meanders of said stream, the following:
South 33°10'55" East, a distance of 12.05 feet to a point for corner;
North 77°29'33" East, a distance of 63.05 feet to a point for corner;
South 31°24'12" East, a distance of 45.14 feet to a point for corner;
South 20°44'38" West, a distance of 41.43 feet to a point for corner;
South 51°05'09" East, a distance of 29.42 feet to a point for corner;
South 74°15'03" East, a distance of 25.54 feet to a point for corner;
North 89°23'21" East, a distance of 70.37 feet to a point for corner;
South 23°39'03" East, a distance of 52.95 feet to a point for corner;
South 67°42'02" East, a distance of 33.33 feet to a point for corner;
North 87°34'10" East, a distance of 28.77 feet to a point for corner;
North 72°45'56" East, a distance of 40.53 feet to a point for corner;
North 61°06'37" East, a distance of 35.06 feet to a point for corner;
North 70°57'23" East, a distance of 52.73 feet to a point for corner;
South 45°16'16" East, a distance of 161.75 feet to a point for corner;
South 78°02'53" East, a distance of 43.16 feet to a point for corner;
South 48°41'18" East, a distance of 61.75 feet to a point for corner;
South 26°20'00" East, a distance of 52.30 feet to a point for corner;
South 41°31'56" East, a distance of 71.58 feet to a point for corner;
South 61°04'09" East, a distance of 43.45 feet to a point for corner;
South 74°50'18" East, a distance of 51.31 feet to a point for corner;
South 67°40'27" East, a distance of 74.73 feet to a point for corner;
North 78°02'05" East, a distance of 27.52 feet to a point for corner;
North 55°10'00" East, a distance of 27.35 feet to a point for corner;
South 43°24'18" East, a distance of 52.01 feet to a point for corner;
South 11°56'26" East, a distance of 54.70 feet to a point for corner;
South 35°23'19" East, a distance of 27.58 feet to a point for corner;
North 76°58'39" East, a distance of 33.36 feet to a point for corner;
South 74°58'05" East, a distance of 33.79 feet to a point for corner;
North 84°50'03" East, a distance of 47.01 feet to a point for corner;
South 67°01'29" East, a distance of 30.31 feet to a point for corner;
South 25°25'26" East, a distance of 47.54 feet to a point for corner;
South 83°06'16" East, a distance of 148.71 feet to a point for corner;
South 27°26'38" East, a distance of 22.31 feet to a point for corner;
South 20°24'50" West, a distance of 33.05 feet to a point for corner;
South 81°00'45" West, a distance of 25.03 feet to a point for corner;
South 22°14'44" West, a distance of 25.85 feet to a point for corner;
South 71°22'19" East, a distance of 21.59 feet to a point for corner;
South 17°12'14" East, a distance of 18.36 feet to a point for corner;
South 43°03'46" West, a distance of 28.01 feet to a point for corner;
South 77°43'43" West, a distance of 16.69 feet to a point for corner;
South 53°06'48" West, a distance of 15.77 feet to a point for corner;
South 13°04'46" East, a distance of 18.22 feet to a point for corner;
South 86°18'51" East, a distance of 19.60 feet to a point for corner;
North 64°02'23" East, a distance of 41.91 feet to a point for corner;
South 87°03'39" East, a distance of 12.89 feet to a point for corner;
South 44°49'18" East, a distance of 31.14 feet to a point for corner;
South 72°20'36" East, a distance of 44.01 feet to a point for corner;
South 10°24'46" East, a distance of 17.30 feet to a point for corner;
South 50°40'12" West, a distance of 42.51 feet to a point for corner;
South 26°45'33" West, a distance of 14.91 feet to a point for corner;
South 22°54'12" East, a distance of 86.03 feet to a point for corner;
North 68°54'13" East, a distance of 27.87 feet to a point for corner;
South 83°50'31" East, a distance of 22.51 feet to a point for corner;
South 55°20'43" East, a distance of 26.96 feet to a point for corner;
South 30°12'42" West, a distance of 86.18 feet to a point for corner;
South 18°54'48" East, a distance of 46.25 feet to a point for corner;
South 70°40'03" East, a distance of 3.83 feet to the southeast corner of said 52.771-acre
tract, same being on the northerly line of a called 48.900-acre tract of land described in a
deed to Donna Gail Peeler, recorded in Volume 4972, Page 5535 of the Land Records of
Collin County, Texas;
THENCE South 88°38'34" West, departing said stream, along the southerly line of said 52.771-
acre tract and the northerly line of said 48.900-acre tract, a distance of 1,014.81 feet to a 1/2-inch
iron rod with a plastic cap, stamped “PRECISE LAND SURVEY” found for a southwest corner of
said 52.771-acre tract;
THENCE North 05°10'28" East, departing the northerly line of said 48.900-acre tract and along
an easterly line of said 52.771-acre tract, a distance of 536.25 feet to a 5/8-inch iron rod with a
plastic cap, stamped “NTS” found for a corner;
THENCE South 88°39'14" West, along a southerly line of said 52.771-acre tract, a distance of
644.48 feet to a 1/2-inch iron rod with a plastic cap, stamped “PRECISE LAND SURVEY” found
for corner;
THENCE South 03°09'12" East, along an easterly line of said 52.771-acre tract, a distance of
467.12 feet to a 1/2-inch iron rod with an unreadable plastic cap found for corner;
THENCE South 88°38'34" West, along a southerly line of said 52.771-acre tract, a distance of
1,253.06 feet to a 5/8-inch iron rod with a plastic cap, stamped “NTS” found for corner;
THENCE North 00°58'35" West, along an easterly line of said 52.771-acre tract, a distance of
606.39 feet to a 5/8-inch iron rod with a plastic cap, stamped “NTS” found for corner;
THENCE South 89°01'25" West, along a southerly line of said 52.771-acre tract, a distance of
455.00 feet to a MAG Nail found for the westerly, southwest corner of said 52.771-acre tract,
same being in aforesaid County Road 290;
THENCE North 00°58'35" West, along the westerly line of said 52.771-acre tract and along said
County Road 290, a distance of 389.53 feet to the POINT OF BEGINNING and containing 52.750
acres (2,297,787 square feet) of land, more or less.
EXHIBIT A-5
Metes and Bounds Description of the Janis Property
Exhibit A-5 Jay and Irene Janis Tract (16 ac)
BEING a tract of land situated in the Zachariah Roberts Survey, Abstract No. 760, City of Anna,
Collin County, Texas, and being a portion of a called 68.835-acre tract of land, described in a
Warranty Deed, recorded in County Clerk’s File No. 96-0069284 of the Official Public Records of
Collin County, Texas, and being more particularly described as follows:
BEGINNING at a MAG nail found in County Road 290, an apparent public use right of way, no
record found, for the southwest corner of said 52.771-acre tract, same being the northwest corner
of a called 48.900-acre tract of land described in a deed to Donna Gail Peeler, recorded in Volume
4972, Page 5535 of the Land Records of Collin County, Texas;
THENCE North 00°58'35" West, along the westerly line of said 68.835-acre tract and along said
County Road 290, a distance of 675.42 feet to a MAG Nail found for the westerly, southwest
corner of a called 52.771-acre tract of land, described in a Warranty Deed to Janis Real Estate,
recorded in Instrument No. 20220420000632060 of the Official Public Records of Collin County,
Texas;
THENCE North 89°01'25" East, departing the westerly line of said 68.835-acre tract and said
County Road 290, along a southerly line of said 52.772-acre tract, a distance of 455.00 feet to a
5/8-inch iron rod with a plastic cap, stamped “NTS” found for corner;
THENCE South 00°58'35" East, along an easterly line of said 52.771-acre tract, a distance of
606.39 feet to a 5/8-inch iron rod with a plastic cap, stamped “NTS” found for corner;
THENCE North 88°38'34" East, along a southerly line of said 52.771-acre tract, a distance of
1,253.06 feet to a 1/2-inch iron rod with an unreadable plastic cap found for corner;
THENCE North 03°09'12" West, along an easterly line of said 52.771-acre tract, a distance of
467.12 feet to a 1/2-inch iron rod with a plastic cap, stamped “PRECISE LAND SURVEY” found
for corner;
THENCE North 88°39'14" East, along a southerly line of said 52.771-acre tract, a distance of
644.48 feet to a 5/8-inch iron rod with a plastic cap, stamped “NTS” found for corner;
THENCE South 05°10'28" West, along an easterly line of said 52.771-acre tract, a distance of
536.25 feet to a 1/2-inch iron rod with a plastic cap, stamped “PRECISE LAND SURVEY” found
for a southwest corner of said 52.771-acre tract, same being on the southerly line of said 68.835-
acre tract and the northerly line of said 48.900-acre tract;
THENCE South 88°38'34" West, along the southerly line of said 68.835-acre tract and the
northerly line of said 48.900-acre tract, a distance of 2,277.35 feet to the POINT OF BEGINNING
and containing 16.348 acres (712,115 square feet) of land, more or less.
EXHIBIT B
Depiction of the Property
LIBERTY HILLS - ANNA, TEXASJANUARY 2024
ZONING DISTRICT MAP - EXHIBIT B
EXISTING
LAKE
EXISTING GOLF
EXISTING
LAKE
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY DETACHED
GARDEN HOME
ALLOWED USES:
MU, MF, C-1, C-2
ALLOWED USES:
C-1, C-2
ALLOWED USES:
C-1, C-2, MU
ALLOWED USES:
C-1, C-2, I-1, I-2, MF, MU
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY DETACHED
GARDEN HOME,
MD-SINGLE-FAMILY ATTACHED,
DUPLEX, MF
ALLOWED USES:
C-1, C-2, MF, MU
ALLOWED USES:
MF, C-1, C-2, MU
ALLOWED USES:
C-1, C-2, MF, MU
ALLOWED USES:
C-1, C-2, MF, MU,
I-1, I-2
ALLOWED USES:
C-1, C-2, MF, MU,
I-1, I-2
ALLOWED USES:
MF, C-1, C-2, MU
ALLOWED USES:
MF, C-1, C-2, MU
ALLOWED USES:
I-1, I-2. C-1, C-2,
MF, MU
ALLOWED USES:
C-1, C-2
ALLOWED USES:
MF, MU, C-1, C-2
ALLOWED USES:
C-1, C-2, I-1, I-2,
MF, MU
ALLOWED USES:
MU, MF, C-1, C-2
ALLOWED USES:
C-1, C-2
ALLOWED USES:
C-1, C-2, I-1, I-2
ALLOWED USES:
C-1, C-2, MU
ALLOWED USES:
C-1, C-2, I-1, I-2, MF, MU
ALLOWED USES:
C-1, C-2, MF, MU
ALLOWED USES:
MF, C-1, C-2, MU
ALLOWED USES:
C-1, C-2, MF, MU
ALLOWED USES:
MF, C-1, C-2, MU
ALLOWED USES:
I-1, I-2. C-1, C-2,
MF, MU
ALLOWED USES:
C-1, C-2
ALLOWED USES:
MF, MU, C-1, C-2
EXISTING GOLF
AMENITY
CENTER
ALLOWED USES:
C-1, C-2, MF, MU, MD
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN
HOME
AMENITY
CENTER
ALLOWED USES:
SF-8.4, SF-7.2, SF-6.0,
MD-SINGLE-FAMILY
DETACHED
GARDEN HOME
0’
Scale: 1”= 400’
800’1600’400’0’
Scale: 1”= 400’
800’1600’400’
GOLF EXTENSIONGOLF EXTENSION
US
-
7
5
N
US
-
7
5
N
US
-
7
5
N
ALLOWED USES:
C-1, C-2, I-1, I-2
ALLOWED USES:
C-1, C-2, I-1, I-2,
MF, MU
ALLOWED USES:
C-1, C-2, MF, MU,
I-1, I-2
ALLOWED USES:
C-1, C-2, MF, MU,
I-1, I-2
EXHIBIT C
Illustrative Layout
LIBERTY HILLS - ANNA, TEXASJANUARY 2024
0’
Scale: 1”= 400’
800’1600’400’
(1.8 AC)
(5.2 AC)
(6.5 AC)
(28.8 AC)
(25.5 AC)
EXISTING
LAKE
(8.8 AC)
OPEN
SPACE
(22.1 AC)
(8.47 AC)
(17.0 AC)
(44.0 AC)
GOLF EXTENSION
EXISTING GOLF
(33.1 AC)
(20.0 AC)
(40.0 AC)
(25.5 AC)
(5.3 AC)
(5.8 AC)
(51.3 AC)
(65.2 AC)
(15.0 AC)
(14.4 AC)
(31.8 AC)
(15.8 AC)
(52.8 AC)
(16.1 AC)
EXISTING
LAKE
FIRE STATION (4.1 AC)
GOLF EXTENSION
EXISTING GOLF
ILLUSTRATIVE LAYOUT - EXHIBIT E
(22.1 AC)
(22.9 AC) (12.8 AC) (11.0 AC)
(53.1 AC)
(8.65 AC)
(2.3 AC)
(2.6 AC)
(13.8 AC)
EXISTING
LAKE
OPEN
SPACE
GOLF EXTENSION
EXISTING GOLF
US
-
7
5
N
US
-
7
5
N
US
-
7
5
N
0’
Scale: 1”= 400’
800’1600’400’
(1.8 AC)
(5.2 AC)
(6.5 AC)
(28.8 AC)
(25.5 AC)
EXISTING
LAKE
(8.8 AC)
OPEN
SPACE
(22.1 AC)
(8.47 AC)
(17.0 AC)
(44.0 AC)
GOLF EXTENSION
EXISTING GOLF
(33.1 AC)
(20.0 AC)
(40.0 AC)
ROSAMOND
CROSSING
(25.5 AC)
(5.3 AC)
(5.8 AC)
(51.3 AC)
(65.2 AC)
(15.0 AC)
(14.4 AC)
(31.8 AC)
(15.8 AC)
(52.8 AC)
(16.1 AC)
EXISTING
LAKE
GOLF EXTENSION
EXISTING GOLF
(22.1 AC)
(22.9 AC) (12.8 AC) (11.0 AC)
(53.1 AC)
(8.65 AC)
(2.3 AC)
(2.6 AC)
AMENITY CENTER
(13.8 AC)
EXISTING
LAKE
OPEN
SPACE
GOLF EXTENSION
EXISTING GOLF
US
-
7
5
N
US
-
7
5
N
US
-
7
5
N
C
EXHIBIT D
Development Standards
1
EXHIBIT D
DEVELOPMENT REGULATIONS FOR LIBERTY HILLS
The permitted uses and standards for development of the Property shall be in accordance with the Single-
Family Residential District (SF-8.4), Single-Family Residential District (SF-7.2), Single-Family
Residential District (SF-6.0), Mixed-Density Residential District (MD - Single-Family Garden Home,
Single-Family Attached, Single-Family Duplex), Multi-Family Residential District (MF), Local
Commercial District (C-1), Regional Commercial District (C-2), Mixed-Use District (MU), Light Industrial
District (I-1), and Heavy Industrial District (I-2) of the Zoning Ordinance and applicable City Regulations,
except as amended and modified in these Development Regulations and this Agreement including without
limitation the City’s Planning and Development Regulations.
Disclaimer: Zoning Ordinance modifications set forth herein are specifically related to the Property
associated with this Development Agreement and shall not apply to any additional areas within or outside
of the city limits.
Illustrative Layout; Conflicts and Terms.
1. Development shall generally comply with Exhibit C – “Illustrative Layout”. Where there is a
conflict between the Illustrative Layout and these Development Regulations, these
Development Regulations shall control.
2. Changes to the Illustrative Layout which do not significantly alter the basic relationship of the
proposed single-family development area to adjacent property and which do not significantly
alter the uses permitted or significantly increase the density, building height, or coverage of the
site and which do not significantly decrease the off-street parking ratio, reduce the yards
provided at the boundary of the site, all as indicated in these Development Regulations, may
be authorized by the Director of Development Services or his/her designee when the revised
Concept Plan generally conforms to the intent of the original Planned Development.
Significant changes to the Illustrative Plan shall be approved by City Council. A Concept Plan
will be required as part of the zoning process and be approved by City council. Where there is
a conflict between the Illustrative Layout and the Concept Plan, the concept Plan shall control.
3. These Development Regulations and the City’s Ordinances in effect at the time these
Development Regulations were prepared shall control development of the project. Where there
is a conflict between these Development Regulations and the City’s Zoning Ordinance, these
Development Regulations shall control. Upon approval of a Planned Development District in
accordance with these Development Regulations, the Planned Development shall control.
4. Terms that are not defined in these Development Regulations shall have the meanings ascribed
to such terms in the City’s Zoning Ordinance or the Development Agreement, as applicable.
When there is a conflict between the City’s Zoning Ordinance and the Development
2
Agreement, the Development Agreement shall control.
5. Allowable land uses are identified on Exhibit B – “Zoning District Map” of the Development
Agreement.
6. Multi-family residential units shall be setback a minimum of 200’ from the approximate
centerline of U.S. Highway 75. Single-family residential uses shall be setback a minimum of
800’ from the approximate centerline of U.S. Highway 75.
A. Multi-family residential includes multi-family dwellings and dwellings within
mixed-use buildings, and live-work units,
B. Single-family uses include attached and detached single-family dwellings, two
family dwellings, single-unit or duplex-unit park, and townhome units.
7. Maximum number of residential units (combined total of S-8.4, SF-7.2, SF-6.0, MF, MD, and
MU districts): 5,000 units.
A. Maximum number of MF and MU units 60%
B. Maximum number of Single-Family and MD units 40%
i. Maximum number of MD units 30%
ii. Maximum number of SF-6.0 units 45%
iii. Minimum number of SF-7.2 units 20%
iv. Minimum number of SF-8.4 units 58
Lot sizes may be mixed within each area to provide additional options and character to the project.
8. Fencing:
A. All fences backing or siding onto Standridge Boulevard, Mantua Parkway, CR 290
and CR 289 shall be solid masonry construction.
B. All fences backing or siding on to creek corridors (greenbelts), linear park areas,
or open space areas shall be ornamental metal fences, such as wrought iron or tubular
steel. All wood privacy fencing between residences shall be at least six feet in height.
Wood fencing shall be stained and sealed. Plastic and chain link fencing is prohibited.
C. All fences backing or siding on to pocket parks, common areas and the project
perimeter shall be uniform wood (board on board) construction measuring at least six
feet in height.
D. Allowable fencing materials are further identified on Exhibit D-1– “Fence Exhibit”
of these Development Standards.
9. A minimum 20-foot-wide common area tract to be owned and maintained by the homeowners’
association will be required along both sides of Mantua Parkway, Standridge Boulevard, CR
290 and CR 289 as shown on the Illustrative Layout. Within the 20-foot-wide common area
tract, Developer shall be required to plant one large tree (minimum of three-inch caliper and
3
seven feet height at the time of planting) per 50 linear feet of screening wall and one ornamental
tree per 30 feet of screening wall. Trees may be grouped or clustered to facilitate site design.
10. Private Amenities:
A. The creek corridors (greenbelts), pocket parks, and linear park areas shall be
provided in the general locations shown on the Illustrative Layout; provided, however,
that the final locations of the greenbelt, pocket parks and linear park areas shall be
determined at the time of Concept Plan approval and may be approved in phases per
platting approval. The Director of Development Services or his/her designee is
authorized to administratively approve modifications to the locations of the creek
corridors, pocket parks and linear park areas during the platting stage or the permitting
stage. Developer may receive credit against Park Development and Park Dedication
Fees for these areas as set forth in the Development Agreement.
B. The location of the trail system shall be in general conformance with the
Illustrative Layout; provided, however, that the final locations of the trail system
shall be determined at the time of civil engineering plan approval and may be
approved in phases per platting approval. The Director of Development Services or
his/her designee is authorized to administratively approve modifications to the
locations of the trail system during the platting stage or the permitting stage.
C. Two private amenity center facilities shall be provided as part of the single-
family development in the general locations shown on the Illustrative Layout.
11. Public Parks and Amenities:
A. The creek corridors (greenbelts), linear park areas and trail system shown on the
Illustrative Layout shall be accessible and open to the general public. Upon approval
of the Park Board, City Council, and City staff of park land dedication documents and
construction plans for park amenities and trail system improvements in-line with the
Anna 2050 Parks, Open Space, Trails, & Recreation Master Plan, the Developer will
receive credit against Park Development and Park Dedication Fees for these areas as
set forth in the Development Agreement.
12. Infrastructure Improvements: As shown on the Illustrative Layout Mantua Parkway shall be
dedicated with a 120’ R.O.W. as a 6 lane divided principal arterial; Rosamond Parkway shall
be dedicated with a 120’ R.O.W. as a 6 lane divided principal arterial; Standridge Parkway
shall be dedicated with a 90’ R.O.W. as a 4 lane divided arterial; Buddy Hayes Boulevard,
between Rosamond Parkway and Mantua Parkway, shall be dedicated with an 80’ R.O.W. as
a 4 lane undivided arterial; Buddy Hayes Boulevard, north of Mantua Parkway, shall be
dedicated with an 80’ R.O.W. as a 4 lane undivided arterial; CR 289 shall be dedicated with a
120’ R.O.W. as a 6 lane divided principal arterial; CR 290 shall be dedicated with a 60’ R.O.W.
4
as a 2 lane undivided minor collector; and CR 371, west of Buddy Hayes Boulevard, shall be
dedicated with a 60’ R.O.W. as a 2 lane undivided minor collector.
5
ARTICLE 9.02 SUBDIVISION REGULATIONS
(For the purpose of this document, Deletions of certain regulation provisions that are not applicable are
indicated in strikethrough text and Additions or Changes (i.e., added or revised development standards that
are in addition to or differ from existing regulation provisions) are indicated with Green text.)
1. Sec. 9.02.086 Sidewalks
(a) Provided in Residential and Nonresidential Areas
(1) Pedestrian concrete walkways (sidewalks) not less than the following width shall
be provided along both sides of newly constructed streets as follows:
Street Type Sidewalk Width
Arterial 6 feet
Divided and undivided collector 6 feet
Neighborhood collector 6 feet
Local residential 6 feet 5 feet
(2) Construction standards for sidewalks shall be as set forth in the City’s design
standards.
(3) Concrete trails identified on the Illustrative Layout shall be 10 feet wide.
6
ARTICLE 9.03 DESIGN STANDARDS
1. Sec. 2 Streets
Table 2.1 GEOMETRIC DESIGN STANDARDS
Design
Element
Principal
Arterial
Divided
Minor
Arterial
Divided
Minor
Arterial
Undivided
Major
Collector
Undivided
Minor
Collector
Undivided
Local
Number of
Traffic Lanes
6 4 4 4 2 2
Maximum
Lane Width
(Feet)
12 12 12 11 11+ 15
Minimum RW
Width *
(Feet)
120 90 80 80 60 50
Design Speed
(MPH)
45 40 40 40 35 25
Stopping Sight
distance (Feet)
400 325 325 325 325 325
Median Width
** (Feet)
16 14 14 - - -
Minimum
Lateral
Clearance
(feet)
6 6 6 6 6 -
Parking
Permitted
No No No No Com. Some /
Res. Yes
Res. Yes
Minimum
Horizontal
Centerline
Curvature
(Feet)
1200 850 850 Com. 700
Res. 600
Com. 500
Res. 350
Res. 200
Elbow 50’
* RIGHT-OF-WAY REQUIREMENTS FOR STATE HIGHWAY AND/OR THE PROVISION OF RIGHT
TURN LANES OR OTHER INTERSECITON IMPROVMEENTS MAY EXCEED THIS MINIMUM RW
STANDARDS.
** LARGER MEDIANS MAY BE REQUIRED TO PROVDE FOR MULTIPLE TURN LANES.
*** LOCAL RESIDNETIAL CULD-DE-SACS SHALL HAVE A MINIMUM RW RADIUS OF FIFTY FEET
(50’).
7
ARTICLE 9.04 ZONING ORDINANCE
1. Sec. 9.04.014 Single-Family Residential (SF-8.4) District
(c) Dimensional Standards. Development in the Single-Family Residential (SF-8.4) district
shall follow Table 7: Single-Family Residential (SF-8.4) District Dimensional Standards.
Table 7: Single-Family Residential (SF-8.4) District Dimensional Standards
Single-Family Residential (SF-8.4) District Dimensional Standards
Lot Requirements
A Lot Area (min.) 8,400square feet 1
B Lot Width (min.) 70 feet
C Lot Depth (min.) 120 feet 1
D Lot Coverage (max.) 50% 65%1
Setback Requirements
E Front Yard (min.) 15 feet 2
F Rear Yard (min.) 20 feet 3
G Side Yard (min.) 7 5 feet
H Corner Side Yard (min.) 15 feet
Building Requirements
I Building Height (max.) 35 feet
J Minimum Building Square
Footage4
100% - 2,200 sf
50% - 2,800 sf
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
1 For lots located in cul-de-sacs or at knuckles lot area shall be reduced to 7,000
square feet; lot depth shall be reduced to 100 feet; and lot coverage shall be
increased to 70%.
2 Front facing garage doors shall be no closer than 20 feet from the front
property line.
3 Covered, non-enclosed patios may encroach up to 5’.
4 Minimum Building Square Footage shall mean the net internal building square
footage of air-conditioned interior space.
8
2. Sec. 9.04.015 Single-Family Residential (SF-7.2) District
(c) Dimensional Standards. Development in the Single-Family Residential (SF-7.2) district
shall follow Table 8: Single-Family Residential (SF-7.2) District Dimensional Standards.
Table 8: Single-Family Residential (SF-7.2) District Dimensional Standards
Single-Family Residential (SF-7.2) District Dimensional Standards
Lot Requirements
A Lot Area (min.) 7,200 square feet 1
B Lot Width (min.) 60 feet
C Lot Depth (min.) 120 feet 1
D Lot Coverage (max.) 50% 60% 1
Setback Requirements
E Front Yard (min.) 15 feet 2
F Rear Yard (min.) 20 feet 3
G Side Yard (min.) 5 feet
H Corner Side Yard (min.) 15 feet
Building Requirements
I Building Height (max.) 35 feet
J Minimum Building Square
Footage4
100% - 1,800 sf
75% - 2,200 sf
50% - 2,400 sf
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
1 For lots located in cul-de-sacs or at knuckles lot area shall be reduced to 7,000
square feet; lot depth shall be reduced to 100 feet; and lot coverage shall be
increased to 70%.
2 Front facing garage doors shall be no closer than 20 feet from the front
property line.
3 Covered, non-enclosed patios may encroach up to 5’.
4 Minimum Building Square Footage shall mean the net internal building square
footage of air-conditioned interior space.
9
3. Sec. 9.04.016 Single-Family Residential (SF-6.0) District
(c) Dimensional Standards. Development in the Single-Family Residential (SF-6.0) district
shall follow Table 9: Single-Family Residential (SF-6.0) District Dimensional Standards.
Table 9: Single-Family Residential (SF-6.0) District Dimensional Standards
Single-Family Residential (SF-6.0) District Dimensional Standards
Lot Requirements
A Lot Area (min.) 6,000 square feet 1
B Lot Width (min.) 50 feet
C Lot Depth (min.) 120 feet 1
D Lot Coverage (max.) 50% 65% 1
Setback Requirements
E Front Yard (min.) 20 15 feet 2
F Rear Yard (min.) 20 feet 3
G Side Yard (min.) 5 feet
H Corner Side Yard (min.) 15 feet
Building Requirements
I Building Height (max.) 35 feet
J Minimum Building Square
Footage4
100% - 1,700 sf
75% - 2,000 sf
50% - 2,200 sf
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
1 For lots located in cul-de-sacs or at knuckles lot area shall be reduced to 7,000
square feet; lot depth shall be reduced to 100 feet; and lot coverage shall be
increased to 70%.
2 Front facing garage doors shall be no closer than 20 feet from the front
property line.
3 Covered, non-enclosed patios may encroach up to 5’.
4 Minimum Building Square Footage shall mean the net internal building square
footage of air-conditioned interior space.
10
4. Sec. 9.04.017 Mixed-Density Residential (MD) District
(c) Dimensional Standards. Development in the Mixed-Density Residential (MD) district
shall follow Table 10: Mixed-Density Residential (MD) District Single-Family Garden
Home, Single-Family Attached, Duplex Dimensional Standards.
Table 10: Mixed-Density Residential (MD) District Dimensional Standards
Mixed-Density Residential (MD) District Single-Family Garden Home
Dimensional Standards
Lot Requirements
A Lot Area (min.) 4,500 4,800 square feet
B Lot Width (min.) 25 feet
C Lot Depth (min.) 80 feet
D Lot Coverage (max.) 60% 70%
Setback Requirements
E Front Yard (min.) 10 15 feet 1
F Rear Yard (min.) 10 20 feet 2
G Side Yard (min.) 5 feet
H Corner Side Yard (min.) 10 15 feet
Building Requirements
I Building Height (max.) 35 feet
J Minimum Building Square
Footage 3
100% - 1,500 sf
75% - 1,800 sf
50% - 2,000 sf
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
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Mixed-Density Residential (MD) District Single-Family Attached
Dimensional Standards
Lot Requirements
A Lot Area (min.) 4,500 2,400 square feet per unit
B Lot Width (min.) 25 feet
C Lot Depth (min.) 80 70 feet
D Lot Coverage (max.) 60% 70%
Setback Requirements
E Front Yard (min.) 10 15 feet 1
F Rear Yard (min.) 10 15 feet 2
G Side Yard (min.) 5 0 feet / 10 feet between buildings or
10 feet for each end-unit lot
H Corner Side Yard (min.) 10 15 feet
Building Requirements
I Building Height (max.) 35 feet
J Minimum Building Square
Footage 3
1,800 square feet per unit
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
Mixed-Density Residential (MD) District Duplex
Dimensional Standards
Lot Requirements
A Lot Area (min.) 4,500 2,400 square feet per unit
B Lot Width (min.) 25 feet
C Lot Depth (min.) 80 feet
D Lot Coverage (max.) 60%
Setback Requirements
E Front Yard (min.) 10 15 feet 1
F Rear Yard (min.) 10 15 feet 2
G Side Yard (min.) 5 0 feet / 10 feet between buildings
H Corner Side Yard (min.) 10 15 feet
Building Requirements
I Building Height (max.) 35 feet
J Minimum Building Square
Footage 3
1,500 square feet per unit
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
1 Front facing garage doors shall be no closer than 20 feet from the front
property line.
2 Covered, non-enclosed patios may encroach up to 5’.
3 Minimum Building Square Footage shall mean the net internal building square
12
footage of air-conditioned interior space.
5. Sec. 9.04.018 Multi-Family Residential (MF) District
(c) Dimensional Standards. Development in the Multi-Family Residential (MF) district shall
follow Table 11: Multi-Family Residential (MF) District Dimensional Standards.
Table 11: Multi-Family Residential (MF) District Dimensional Standards
Multi-Family Residential (MF) District Dimensional Standards
Lot Requirements
A Lot Area (min.) 5,000 square feet
B Lot Width (min.) 50 feet
C Lot Depth (min.) 120 90 feet
D Lot Coverage (max.) 50% 90%
Setback Requirements
E Front Yard (min.) 25 feet
F Rear Yard (min.) 20 feet
G Side Yard (min.) 10 5 feet
H Corner Side Yard (min.) 25 feet
Building Requirements
I Building Height (max.) 70 feet
Additional Applicable Requirements within the Zoning Ordinance
Sec. 9.04.041 – Dimensional Regulations
Sec. 9.04.042 – Site Design Requirements
Sec. 9.04.043 – Parking
Sec. 9.04.044 – Loading
Sec. 0.04.045 - Landscaping
Sec. 9.04.046 – Screening and Fencing
Sec. 9.04.047 – Outdoor Lighting
Sec. 9.04.048 – Trash
Sec. 0.04.049 – Performance Standards
(d) Special Regulations.
1. Minimum lot areas for attached single-family and two-family dwellings shall be
2,400 square feet per dwelling unit.
2. Lot width for a lot containing attached single-family and two-family dwellings shall
be no less than 20 feet per ground floor unit plus side yard requirements.
3. No lot containing multi-family dwelling units shall contain less than 10,000 5,000
square feet.
4. No lot containing a Single-Unit or Duplex Unit Park shall contain less than 20,000
10,000 square feet.
5. No building in a Single-Unit or Duplex Unit Park, attached single-family dwelling,
two-family dwelling, or Townhome Unit shall exceed a height of 35 65 feet.
6. Any building with multiple stories and greater than 35 45 feet tall shall comply with
the regulations specified in Sec. 9.04.041(h).
7. When a multi-family dwelling exceeds one story in height, automatic sprinkler
system shall be installed in accordance with existing fire codes and each building
shall have two points of entry or exit.
8. The maximum density for a multi-dwelling is 25 units per acre.
9. The maximum density for a Townhome Unit or Single-Unit or Duplex Unit Park is
12 18 units per acre.
10. The corner side yard for “key lots” shall meet the minimum front yard setback
requirements.
13
6. Sec. 9.04.025 Thoroughfare Overlay (THOR) District
(c) Dimensional Standards.
(1) Building lots along a highway, as designated by the Master Thoroughfare Plan, shall
be a minimum of 0.75 one acre.
(2) The nonresidential minimum lot width is 60100 feet.
(3) The nonresidential minimum front yard setback is 50 feet (for front yards facing the
thoroughfare).
7. Sec. 9.04.028 Use Table
Table 19: Use Table
Land Use MF MU DT
ND
Use-Specific
Standards
Parking Standards
Multi-Family
Dwelling
P P S Sec.
9.04.029(c)
1/1 BRU; 2/2 & 3 BRU +0.25/Unit
for visitors (50 25% of required
parking is covered, not including
visitor parking)
Land Use I-1 I-2 Use-Specific
Standards
Parking Standards
Self Storage
(Mini-
Warehouse)
P Sec. 9.04.035(b) 1/30 storage units
1/20,000 gross floor area
(at least 5 spaces
required)
Land Use
SF8.4 SF-
7.2
SF-
6.0
MD MF C-1 C-2 MU I-1 I-2
Radio, TV, or
Microwave
Operations,
Commercial
S S S S S P S P S P S P S P S P S P
8. Section 9.04.041 Dimensional Regulations
(h) Stepback Regulations
(1) Stepback regulations apply to all new building construction and all additions with
multiple stories and a height greater than 35 45 feet located adjacent to residential
zoning districts (SF-8.4, SF-7.2, SF-6.0, & MD) and existing single-family uses but
do not apply when an improved public street or railroad right-of-way separates the
new building construction from the existing residential zoning district or single-
family residential use.
14
(2) A 25-foot stepback applies for each additional story after the second third story
exceeding 35 45 feet in height (See Figure 7: Stepback Exhibit).
9. Section 9.04.042 Site Design Requirements
(c) Single-Family and Two-Family Residential Standards.
(5) House Repetition.
(A) Within residential developments, single-family and two-family dwellings with
substantially identical exterior elevations can only repeat every four (4) lots when
fronting the same right-of-way including both sides of the street.
(B) Homes side by side or across the street within one house (directly across the street
or “caddy corner’ across the street) shall not have substantially identical exterior
elevations.
(6) Building Materials
(A) Exteriors. The exterior of each primary residence on a Lot shall be constructed in
accordance with the Building Material Guidelines table below.
(B) “Masonry” may include brick or stone stacked and mortared in place (stone means
granite, limestone, marble, or other naturally occurring stone), stucco consisting of
exterior Portland cement, hand-applied in three coats to a minimum thickness of
three-quarters of an inch (3/4”), concrete tilt-wall or other concrete finish
techniques, or other similar products. For all exterior plan types, cementitious
siding products may be used in areas where it is not structurally feasible to support
brick or stone.
Building Material Guidelines
First Floor
A minimum of 85 percent masonry is required. The
front and sides of each elevation must be masonry,
with only the rear to have other materials. Rear
masonry is required on any house that backs to
Mantua Parkway or Standridge Parkway.
Front Elevation
In addition, second floor side elevations shall have
the masonry turn the corner and continue a minimum
of two (2) feet on interior lots and four (4) feet on
corner lots, unless the sidewall is over a roof.
15
Masonry Materials
o Brick
▪ Brick shall meet specifications established by the Brick Institute of America.
▪ Concrete brick is not allowed.
▪ Jumbo bricks are not allowed.
o Mortar Joints
▪ Mortar joints shall be tooled; no “slump” joints are permitted.
Non-Masonry Materials
o Siding
▪ Siding material may be cementitious Hardie-Plank or fiber planking.
▪ Plywood, particle board and vinyl are prohibited.
o Trim/Wood
▪ All trim and wood shall be smooth and painted or stained.
▪ Stained wood must be sealed.
o Metal
▪ Exposed metals must be anodized aluminum, bronze, copper or painted
galvanized steel.
Exclusions. Roofs, eaves, dormers, soffits, windows, gables, doors, garage doors,
decorative trim, and trim work are not required to be constructed of masonry.
Prohibited Elements. Highly reflective finishes on exterior surfaces (other than non-
mirrored glass or on surfaces of hardware fixtures). Mirrored glass.
(7) Roofs & Chimneys
(A) Accepted Roof Materials. Roofing materials shall be limited to architectural
shingles of weathered wood or black colored, non-reflective metal, clay, tile or
architectural composition shingles with a minimum rating of 30 years. All shingles
must meet or exceed applicable local, FEMA, FHA and VA regulations. No three-
tab shingles are permitted.
(B) Chimneys. Chimney style must be appropriate for the style of the home and may
be brick or other masonry matching with the same permitted colors and materials
as permitted on the body of the house; provided however, that any chimney located
on the interior portion of the roof may also include cementitious materials solely
or in addition to the brick or other masonry. If a chimney or fireplace chase is
located on the side of a residence, then it is required to be constructed of masonry.
(8) Gutters/Downspouts/Drains
(A) All residences shall be constructed with gutters and downspouts. Gutters and
downspouts shall match the color of the existing trim of the residence. Downspout
drains shall be placed to convey stormwater in accordance with the grading and
drainage plans for the lot and the development.
16
(9) Floor Plate
(A) The minimum Plate height for the first floor shall be nine (9) feet; 8 -ft floor plate
along a side elevation that are disguised across the front elevation and that “pop-
up” to 9-feet within the residence is allowed. In addition, the minimum combined
plate height for two story elevations shall not be less than eighteen (18) feet.
(10) Landscape
(A) A minimum of two (2) trees is required per lot. All introduced vegetation shall be
trees, shrubs, vines, ground covers, seasonal flowers or sodded grasses that are
commonly used in North Texas for landscaping purposes. Landscape borders shall
be constructed with steel edging, bender board or mortared masonry that is
comparable to the masonry of the home.
(11) Screening and Placement
(A) Mechanical equipment, trash receptacles, equipment, wood piles and other
miscellaneous outdoor storage must be visually screened from public view and
neighboring Lots by a solid screening wall/fence or landscaping sufficient for
screening.
(d) Multi-Family Residential Standards
(1) Building Materials
(A) The exterior of each multi-family building shall be a minimum of:
a. 80 percent masonry on the front façade of the first floor
b. 70 percent on the side façade of the first floor
c. 30 percent on the rear façade of the first floor
d. 25 percent on all facades for all other floors
(B) “Masonry” may include brick or stone stacked and mortared in place
(stone means granite, limestone, marble, or other naturally occurring
stone), stucco consisting of exterior Portland cement, hand-applied in
three coats to a minimum thickness of three-quarters of an inch (3/4”), or
other concrete finish techniques, or other similar products. For all
exterior plan types, cementitious siding products may be used in areas
where it is not structurally feasible to support brick or stone.
(C) Brick
a. Brick shall meet specifications established by the Brick Institute
of America.
b. Concrete brick is not allowed.
(D) Mortar Joints
a. Mortar joints shall be tooled; no “slump” joints are permitted.
(E) Non-Masonry Materials
a. Siding – Siding material may be cementitious Hardie-Plank or
fiber planking. Plywood, particle board and vinyl are prohibited.
b. Trim/Wood – All trim and wood shall be smooth and painted or
17
stained. Stained wood must be sealed.
c. Metal - Exposed metals must be anodized aluminum, bronze,
copper or painted galvanized steel.
(2) Building Articulation
(C) Horizontal wall plans longer than 40 85 feet in length shall be segmented into
smaller sections by a structural or ornamental minor façade offset (recess or
projection) of a minimum 2 feet deep and 810 feet wide.
(B) The height of those offsets is equal to the building’s height at the location of the
offset.
(3) Roof Treatment
(A) Pitched or flat roofs are permitted.
(B) A parapet wall is allowed if constructed to prevent flat roof visibility.
(4) Fenestration
(A) Any glass with a visible light reflectance rating of 25% or greater is prohibited.
(5) Elements. A multi-family development is required to provide at least two two of the
following elements:
(A) At least one dormer is provided for each roof plane over 1,000 square feet in area
that faces a street. The dormer must be appropriately scaled for the roof plane and
shall not be wider than the windows on the building elevations;
(B) All windows feature shutters. The shutters provided must be operational or appear
operational and must be in scale with the corresponding window;
(C) All windows are emphasized through the use of molding / trim around the
windows, plat ledge, sills, shaped frames, awnings, or another similarly related
architectural elements;
(D) Downspouts associated with gutters are internally incorporate into the building’s
construction rather than attached to the building after the construction of the façade
is complete.
(E) Other similar architectural features as approved by the Director.
(E) The primary entrance for all buildings shall feature a protected entry through the
use of a recessed entry, porte-cochere, awning, canopy, or similar feature that
serves the same purposes. The covering shall be at least three feet in depth when
measured from the face of the adjoining façade. Not required for accessory
buildings.
18
(F) Screening fence: Border fencing material shall be either masonry construction or
wrought iron, tubular steel, or tubular aluminum with masonry columns.
Additionally, an irrigated landscape screen, minimum height of 6 feet, shall be
installed within a 10-foot landscape buffer along the property line on any perimeter
not abutting a public street or right-of-way. The landscape screen must grow to a
height of at least 10 feet within 2 years of installation.
(G) Other similar architectural features as approved by the Director.
(6) Amenities.
(A) A multi-family development shall provide the required amount of amenities
prescribed in Table 23: Required Amenities.
Table 23: Required Amenities
Number of Units Required Amenities
1 – 10 None
11 – 50 1
51 – 100 2
101 – 200 3
201 – 300 4
301 + 5
(B) The amenities below may be used to fulfill the requirements of Table 23: Required
Amenities. Each amenity counts as one required amenity towards the requirements
in Table 23: Required Amenities. However, multiples of the same amenity do not
count towards the requirements in Table 23: Required Amenities. Additionally, to
provide flexibility in development design, the Director may approve different
amenities that agree with the purpose of this Sec. 9.04.042.
i. Swimming pool (minimum 1,000 square foot surface areas) with
cooling deck (minimum ten feet wide in all areas);
ii. Jacuzzi or hot tub area (minimum 50 square foot area);
iii. At least four barbeque grills or one grill per 100 units, whichever is
greater, with shaded seating areas, all barbeque grills shall be:
a. Serviced with propane or other gas, and
b. Be built into a structure incorporated into an adjacent amenity
(i.e., pool or seating areas);
iv. Ramada(s), arbor(s), and/or trellis(es) covering at least 1,000 400
square feet of recreation space;
19
v. Child play lot (minimum 3,000 1,000 square foot areas) with
equipment specifically designed to meet the following three age
cohorts: 0-2 years old, 2-5 years old, and 5-12 years old;
vi. A splash pad (water play amenity for children) that is a minimum of
1,000 square feet in areas that:
1. Is enclosed by a gated and access limited
minimum five-foot tall vinyl-coated
chain link fence or other decorate fencing
material approved by the Director of
Development Services.
vii. A dog park that is at least 5,000 2,500 square feet in areas that:
a. Is enclosed by a minimum five-foot tall vinyl-coated chain link
fence;
b. Uses grass, wood chips, or a combination of the two as surface
materials, and
c. Provides at least two dog waste stations that includes a bag
dispenser and waste receptacle installed along the perimeter of the
enclosure for every 2,400 square feet of the associated dog park.
viii. Regulation-size volleyball, basketball, tennis, or similarly related
playing court.
ix. Golf putting green (minimum 1,000 square feet);
x. Fitness center/weight room (minimum 500 square feet);
xi. Business center (minimum 500 square feet);
xii. Media room (minimum 500 square feet).
(f) Nonresidential Standards
(7) Building Articulation
(D) Single- and multi-tenant buildings < 50,000 square feet
i. All buildings shall utilize façade offsets and appropriate fenestration,
to add variation and visual interest to an elevation and to break up long
uninterrupted walls or elevations.
ii. Elevations that are 50 feet or longer in horizontal length require at least
two offsets (projection or recess) from the primary façade plane of at
least 18 inches deep and 4 feet wide.
20
iii. The height of those offsets is equal to the building’s height at the
location of the offset .
(E) Single- and multi-tenant buildings 50,000 square feet and larger
i. All buildings shall utilize either façade offsets and appropriate
fenestration, color variations, alternative building materials, or other
architectural treatments, to add variation and visual interest to an
elevation and to break up long uninterrupted walls or elevations.
ii. Elevations that are 50 feet or longer in horizontal length require at least
one of the following: at least two offsets (projection or recess) from
the primary façade plane of at least 18 inches deep and 4 feet wide,
color variations, alternative building materials, or other architectural
treatments.
iii. The height of those offsets, color variations, alternative building
materials, or other architectural treatments is equal to the building’s
height at the location of the offset application.
(8) Roof Treatment
(C) Long uninterrupted roof lines and planes shall be broken into smaller segments
through the use of scaled gables or dormers, change in height, changes in roof
form, type or planes that typically correspond to offsets in the building’s façade,
or other appropriate architectural elements.
(D) Parapet roof lines shall feature a well-defined cornice treatment or another similar
element to visually cap each building elevation.
(9) Fenestration
(A) Single- and multi-tenant buildings < 50,000 square feet : The use of recessed
windows, awnings, sills, drip caps, projecting trim casing or surrounds, projecting
muntins or mullions, and other elements is required.
(B) Single- and multi-tenant buildings 50,000 square feet and larger do not require
fenestration.
(C) Any glass with a visible light reflectance rating of 25% or greater is prohibited.
(10) Elements. All buildings or developments shall be required to provide at least two of
the following elements:
(B) The primary entrance for all buildings shall feature a protected entry through the
use of a recessed entry, porte-cochere, awning, canopy, or similar feature that
serves the same purposes. The covering shall be at least three fe et in depth when
measured from the face of the adjoining façade.
(C) All building elevations shall feature at least two facade offsets (recess or
projection) five feet in depth for every 50 feet of horizontal length.
21
(D) All building elevations shall feature at least three two distinct roof lines or a roof
parapet with cornice design or similar element.
(E) All primary and secondary building entrances, excluding emergency exits and
service doors, feature a recessed entry, canopy, awning, or similar sheltering
feature of at least 50 square feet.
(F) Single- and multi-tenant buildings greater than 50,000 square feet shall provide
least one of the following: at least two offsets (projection or recess) from the
primary façade plane of at least 18 inches deep and 4 feet wide, color variations,
alternative building materials, or other architectural treatments.
10. Section 9.04.044 Loading
(d) Standards.
(11) Location. A loading space:
(B) Must be located within the same development as the building or use served;
(C) Is prohibited from projecting into a sidewalk, street, or public right -of-way,
including any maneuvering area;
(D) Is prohibited from being located between the front building line and the lot line;
(E) Must be placed to the rear or side of buildings in visually unobtrusive locations;
(F) Must be set back a minimum distance of 100 feet (35 feet for Self-Storage (Mini-
Warehouse) from any adjacent residential zoning district or use;
(G) Must be se back a minimum distance of 50 feet from any public street or front
property line; and
(H) Must be oriented away from the street frontage.
11. Section 9.04.045 Landscaping
(f) Minimum Landscaping Requirements.
(2) Parking Lots.
(A) Landscape areas within parking lots shall be at least 180 162 square feet in size
with approximate dimensions of 10 9 feet wide by 18 feet deep.
(h) Tree Preservation.
22
(1) All tree preservation shall comply with the regulations of this subsection (h) in
addition to the requirements established in Article 9.07. Trees located with the tree
preservation areas identified on Exhibit D-2 "Tree Preservation Exhibit” shall be
preserved with the exception of trees that must be removed to allow for the
construction of public infrastructure improvements.
(2) The Developer shall plant one large tree (minimum of three-inch caliper and seven
feet height at the time of planting) per 50 linear feet of screening wall and one
ornamental tree per 30 feet of screening wall. Trees may be grouped or clustered to
facilitate site design.
(3) The Developer shall plant a minimum of two front yard trees on each residential lot
at the time of home completion. Front yard trees shall measure a minimum three -
inch caliper and seven feet height at the time of planting and shall conform with the
City’s approved plant list.
(4) Any trees preserved on a site meeting these specifications may be credited t oward
meeting the tree requirement of any landscaping provision of this section for that
area within which they are locate, according to Table 28: Tree Preservation Credits,
depending on the applicant’s preference to accept or decline the credit. For purposes
of this section, caliper measurement shall be taken at DBH above the ground and
rounded to the nearest whole number.
(5) Existing trees may receive credit if they are not on the City’s approved plant material
list but are approved by the Director; however, trees must be located within the
landscape areas to which credit is applied.
(6) Any tree perseveration proposed shall designate the species, size, and general
location of all trees on the conceptual or general landscape plan. The final landscape
plan shall show the species, size, and exact location.
(7) During any construction or land development, the developer shall clearly mark all
trees to be maintained and may be required to erect and maintain protective barriers
around all such trees or groups or trees. The applicant shall not allow the movement
of heavy equipment or the storage of equipment, materials, debris, or fill to be placed
within the drip line of any trees. This is not intended to prohibit the normal
construction requirement within parking lots.
(8) During the construction stage of development, the applicant shall not allow the
cleaning of equipment or material under the canopy of any tree or group of trees to
remain. Neither shall the applicant allow the disposal of ay waste materials, such as,
but not limited to, paint, oil, solvents, asphalt, concrete, mortar, etc., under the
canopy of any tree to remain. No attachment or wires of any kind, other than those
of a protective nature, shall be attached to any tree.
ARTICLE 9.05 SIGN ORDINANCE
1. Section 9.05.018 Detached Signs
23
(d) Subdivision Entry Signs
(1) Definition.
Subdivision Entry Sign. A sign which may be a freestanding monument or attached
to a subdivision wall located at the entry of a platted subdivision from a local,
collector, or arterial street.
(2) Standards.
Generally. Table 3-7 establishes the standards for subdivision entry signs.
Table 3-7: Subdivision Entry Sign Standards
Sign District →
Requirement ↓
AE SF MR CM MU DT IN
General
Allowed? Y Y Y N Y N Y
Permit Required? Y Y Y -- Y -- Y
Number per
entrance (max.) 1 2 2 -- 2 -- 2
Dimensions
Sign Area (max.) 150 sf 200 sf 150 sf -- 150 sf
200 sf -- 150 sf
Sign Height
(max). 6 ft 6 ft
15 ft 6 ft -- 6 ft
15 ft -- 8 ft
Setbacks
24
From ROW 5 ft 5 ft 5 ft -- 5 ft -- 5 ft
Features
Electronic
Message Center N N N -- N -- N
Changeable Copy N N N -- N -- N
Channel Letters Y Y Y -- Y -- Y
Internal
Illumination N N N -- N -- N
External
Illumination Y Y Y -- Y -- Y
Halo Illumination Y Y Y -- Y -- Y
Additional Information
Key Y = yes, a permit is required or the feature is allowed | N = no/ not
allowed | NR = the sign type or characteristic is allowed for
nonresidential uses only | sf = square feet | ft = feet | “-“ = the
standard does not apply
Sign District
Summary
AE = AG district and ETJ | SF = SF-20.0- SF-6.0 districts | MR =
MD and MF districts | CM = C-1 and C-2 districts |MU = MU
district | DT = DT district | IN = I-1 and I-2 districts
(B) Number and Location
(i) Two (2) subdivision entry signs may be located at the intersection of a
collector or arterial street and an entry street or private driveway into a
subdivision. The signs shall be configured as follows.
a. Two (2) signs with one (1) sign face each located on opposite sides of the
entry street private driveway;
b. One (1) sign with two (2) faces located within a landscaped areas dividing
two (2) one-way entry streets or private driveways;
c. One (1) sign located on one (1) side of the entry street or private driveway;
or
d. One (1) sign located on an archway above the entry street or private
driveway
(ii) Subdivision entrances from a right-of-way greater than 60 feet shall require
signage. Secondary entrance connecting to other neighborhoods may be
25
allowed but are not required.
(C) Design and Installation.
(i) Subdivision entry signs shall be constructed with stone, brick, concrete,
metal, routed wood planks or beams, or similar durable, weatherproof
materials.
(ii) All subdivision entry signs shall be landscaped around the base of the sign in
an area equal to four square feet for each square foot of sign areas. In case
where the location of the sign could not accommodate such landscape areas,
the area may be reduced up to 50% at the Directors’ discretion.
(iii) When electrical service is provided to a subdivision entry sign, all electrical
service shall be underground.
ARTICLE 9.07 TREE PRESERVATION
The tree preservation ordinance is removed in its entirety and replaced with the following:
Trees located with the tree preservation areas identified on Exhibit D-2 "Tree Preservation Exhibit” shall
be preserved with the exception of trees that must be removed to allow for the construction of public
infrastructure improvements.
The Developer shall plant one large tree (minimum of three-inch caliper and seven feet height at the time
of planting) per 50 linear feet of screening wall and one ornamental tree per 30 feet of screening wall. Trees
may be grouped or clustered to facilitate site design.
The Developer shall plant a minimum of two front yard trees on each residential lot at the time of home
completion. Front yard trees shall measure a minimum of three-inch caliper and seven feet height at the
time of planting and shall conform with the City’s approved plant list.
PHASE 2
PHASE 1
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PHASE 9
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PHASE 8
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10
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ST
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MANTUA PKWY
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9
THORNTON
CR 371
LIBERTY HILLS FENCE EXHIBIT
SCALE: NTS
NORTH
EXHIBIT D-4
ROSAMOND PKWY
FENCE TYPE
WOOD FENCE
ORNAMENTAL METAL
MASONRY
FENCE TYPES ARE CONCEPTUAL AND
SUBJECT TO CHANGE AT TIME OF
FINAL DESIGN.
D-1
LIBERTY HILLS SCALE: NTS
NORTHEXHIBIT D-2
TREE PRESERVATION EXHIBITPRESERVED CANOPY
REMOVED CANOPY
CANOPY IN FLOODPLAIN
100-YR FLOODPLAIN LIMITS
ZONING – LIBERTY HILLS PAGE 1 OF 4
CITY OF ANNA
Public Hearing: Zoning– Liberty Hills
Applicant: The Thornton Family Trust, Liberty 800 LP, Liberty 75 LP,
DESCRIPTION:
SUMMARY:
± acre
Planned Development for a development known as Mantua and included areas to be
annexed in the future. The original developer began the Mantua project in Van Alstyne’s
jurisdiction but has since sold the land within Anna’s jurisdiction to a new developer.
± acres as
well as development standards.
REMARKS:
Surrounding Land Uses and Zoning
North Vacant land in Van Alsytne’s ETJ
East Vacant land zoned AG and single-family residential subdivision, three multi-family
lots, and vacant commercial lot zone Planned Development (Ord. No. 881-2020; The
Woods at Lindsey Place)
South Vacant land zoned C-2
West Single-family dwellings zoned SF-E (Urban Crossing), and single-family dwellings
(Hurricane Creek Estates), golf course and vacant land located in the ETJ,
ZONING – LIBERTY HILLS PAGE 2 OF 4
Conformance with the Anna2050 Comprehensive Plan
The Future Land Use Plan designates these properties
as Regional Activity Center, Community Commercial,
Estate Residential, Ranching & Agriculture, and Parks
and Open Space. The Place Type descriptions from
the Comprehensive Plan is provided.
The Ranching and Agriculture Place Type description
does allow for the Cluster Residential within the
Ranching and Agriculture property if an amount of
open space equal to the platted lots is preserved and
water and wastewater requirements can be met.
The request conforms to the Regional Activity Center, Community Commercial, Cluster
Residential, and Parks and Open Space place types. The proposed single-family lot sizes
within the request is not in conformance with the areas identified as Estate Residential.
•Establishing Minimum and Maximum dwelling units
o Maximum of 3,000 dwelling units under the Multi-Family District and Mixed-
Use District
o Maximum of 2,000 dwelling units under the Single-Family Districts and
Mixed-Density District
▪Minimum of 58 lots with SF-8.4 District Zoning
▪Minimim of 400 lots with SF-7.2 District Zoning
▪Maximum of 900 lots with SF-6.0 District Zoning
▪Maximum of 600 lots with MD District Zoning
•Providing a Fence Exhibit to illustrate the screening wall and fencing requirements.
•Establishing minimum building sizes within each district.
•Reducing the requirements of the Thoroughfare Overlay District:
o Reducing the minimum lot size from one (1) acre to ¾ (0.75) of an acre.
o Reducing the minimum lot width from 100 feet to 60 feet.
o Exempting the rear of developments from the front yard setback along the
highways.
•Reducing covered parking requirements from 50% to 25% for multi-family
dwellings.
ZONING – LIBERTY HILLS PAGE 3 OF 4
•Changing the calculation of parking requirements for self-storage facilities from
number of units to gross floor area.
o Regulation within the Zoning Ordinance: 1/30 storage units (at least 5
spaces required)
o Proposed: 1/20,000 gross floor area (at least 5 spaces required)
•Allowing telecommunications towers by right in non-residential districts, as well as
the MD District, MF District, and MU District.
•Agreeing to a masonry requirement.
•Amending building articulation standards and multi-family dwelling amenities
requirements.
•Amending Subdivision Entry Sign regulations to allow for larger signs and
alternative placements.
•Providing a Tree Preservation Exhibit to illustrate trees to be preserved and
removing the requirements of Article 9.07.
CONCLUSION:
Request to rezone and zone a total of 1,035± acres generally located at the northwest
and northeast corners of W. Rosamond Parkway and U.S. Highway 75 in accordance
with Development Agreement (Res. No. 2024-05-1621). Zoned Planned Development
(Ord. No. 537-2011) and located within the Extraterritorial Jurisdiction (ETJ).
The overall request conforms to the Comprehensive Plan but the Future Land Use Plan
does call for larger single-family lots than is being proposed.
RECOMMENDATION:
If the Commission votes in favor of the zoning request, below are recommended
restrictions for the applicants’ zoning request subject to approval of the annexation
request:
A. The location of the planned development zoning district shall be in substantial
conformance with the Metes & Bounds (Exhibit A), Description of Property (Exhibit
B), and Illustrative Layout (Exhibit C).
B. Standards and Area Regulations: Development must comply with the development
standards for use, density, lot area, lot width, lot depth, yard depths and widths,
building height, building elevations, coverage, floor area ratio, parking, access,
screening, landscaping, accessory buildings, signs, and lighting, set forth in
Chapter 9 (Planning & Development Regulations), as amended, except as
otherwise specified within the Development Standards (Exhibit D).
ZONING – LIBERTY HILLS PAGE 4 OF 4
C. Plats and/or site plans submitted for the development of the PD shall conform to
the data presented and approved on the Concept Plan. Non-substantial changes
of detail on the final development plan(s) that differ from the Concept Plan may
be authorized by the City Council with the approval of the final development
plan(s) and without a public hearing.
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Item No. 7.b.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Lauren Mecke
AGENDA ITEM:
Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to rezone 59.11±
acres from Single-Family Residential – Large Lot (SF-E) to Planned Development for
multi-family, single-family, commercial, and industrial development. Located on the
northwest and southwest corner of County Road 423 and Powell Parkway. (Planning
Manager Lauren Mecke)
SUMMARY:
According to Zoning Ordinance Section 9.04.026, the Planned Development (PD)
zoning District is intended to provide for:
• the combining and mixing of uses allowed in various districts with appropriate
regulations
• to permit flexibility in the use and design of land and buildings, permitting new
and innovative concepts in land utilization through special restrictions, allowing
development that is not otherwise permitted while insuring against the misuse of the
increased flexibility
• development that will not be harmful to the community.
As shown on the Zoning Exhibit (Exhibit 2), the subject property is currently zoned
Single-family Residential – Large Lot (SF-E) and is undeveloped. The proposal
consists of:
• Nine multi-family buildings with a total of 312 units,
• Two tracts for a single-family residential subdivision under the Mixed Density
District,
• One 8-acre tract for commercial uses
• One industrial tract that can be developed with either C-2 or I-1 land uses
A concept plan for Powell Corners, Block A, Lot 1, accompanies this request (Exhibit
3).
The applicant is proposing the following development standards:
• Exempting the properties from the Thoroughfare Overlay (THOR) District
requirements.
Sec. 9.04.025 requires lots to be a minimum one acre each with a 50-foot front
yard building setback.
The regulation of this overlay district shall apply to new development and
redevelopment located within the greater of a geographic buffer extending outward 500
feet perpendicularly from the right-of-way, or to the back of abutting adjacent lots, for
those portions of the following scheduled thoroughfares located within the City limits:
(1) U.S. Highway 75;
(2) White Street (FM 455);
(3) Powell Parkway (SH 5);
(4) Sam Rayburn Memorial Highway (SH 121); and
(5) Collin County Outer Loop.
• Amending MF zoning regulations
Reducing residential separation requirements
Regulation: Sec. 9.04.041 (h) Stepback Regulations
(1) Stepback regulations apply to all new building construction and all additions with
multiple stories and a height greater than 35 feet located adjacent to residential zoning
districts and existing single-family uses but do not apply when an improved public street
or railroad right-of-way separates the new building construction from the existing
residential zoning district or single-family residential use.
(2) A 25-foot stepback applies for each additional story after the second story
exceeding 35 feet in height (See Figure 7: Stepback Exhibit).
Proposed: minimum setback adjacent to residential uses 50 feet
Decreasing building height
Regulation: 70 feet
Proposed: 50 feet/three (3) stories
Decreasing maximum density
Regulation: 25 dwelling units per acre
Proposed: 18 dwelling units per acre
• Providing stricter requirements on the Multi-Family Amenities
Private Community Center
The proposed location shall be in general conformance with the approved Concept
Plan and shall include; bathroom facilities, a leasing office, community room with food
preparation area, fitness center, a pool, tanning deck, outdoor grill and lounge area.
Fire Pit
The fire pit area shall include hardscape and seating provisions.
Pet Park
The Pet park shall include (2) waste receptacles, agility equipment, covered seating
area, pet fountain, and adjacent pet wash station. The Pet Park shall be enclosed with
a decorative, tubular metal fence.
Sports Court
The sports court can be one of the following: Badminton, Basketball, Pickleball, Tennis,
or two beach Volleyball courts.
If a Pickleball, tennis, or badminton court is constructed, it shall be a coated asphalt
regulation size court with permanent net fixture.
Nature Trail
The trail shall be designed to a specification and finish intended to minimize impact to
the surrounding undeveloped area, while allowing residents to enjoy the undisturbed
natural features of the property. Final layout and finish specifications shall be approved
by the Director of Development services prior to Site Plan approval.
Private outdoor space
A minimum of 90% of multiple family units shall be provided with a private balcony or
patio with a minimum depth of 6’ from the unit door and minimum usable sf of 70sf.
• Amending MD zoning regulations
Lot size
Regulation: 4,500 square feet (for single-family detached)
Proposed: 3,000 square feet
Common area lot tree requirement
Regulation: Canopy trees, as specified on the approved plant list, shall account for
at least 50% of the required total trees on a site.
Proposed: Sec 9.04.045 (f)(1)(B) shall allow the Director of Planning, at their sole
discretion, to approve a reduction in the requirement the percentage of the total trees
on site be Canopy Trees from 50% to 30% with the presentation of landscape plan.
Alternate trees in the front yard
Regulation: At least one of the trees must be placed in the front yard of the lot.
Proposed: Sec 9.04.045 (f)(4)(B)(ii) shall allow the Director of Planning, at their
sole discretion, to approve allowing one tree be planted every other lot so long as the
total number of trees on site remain the same. A landscape plan must be submitted for
review and approval.
Amenities
Proposed:
• A pier or overlook at the pond shall qualify as a required amenity under sec.
9.04.042(e)(B).
• No more than one (1) amenity shall be required as apart of the Mixed Density
Residential district as long as the density remains under 100 units. Otherwise, anything
over 100 units will follow the table located under sec. 9.04.042(e)(A).
Exempting the MD district from the 1,200-foot setback requirement from a highway.
Sec. 9.04.017 prohibits the MD district within 1,200 feet of a designated Master
Thoroughfare Plan highway.
• Tract 3-A
Flexibility between the C-2 and I-1 land uses and regulations.
Given the adjacency to the railroad tracts and the odd shape of the property, giving
greater flexibility is in the best interest of the city.
Allowing outdoor storage to be stacked higher than the screening wall.
Regulation: Outdoor Storage shall not be placed
(i) Within any required setbacks,
(ii) Within parking spaces, fire lanes, easements, maneuvering aisles, or loading areas,
(iii) On the roof of any structure,
(iv) To exceed the required screening height
(v) At the front of any primary building.
Proposed: May exceed the height of screening but shall be set back from the
adjacent right-of-way a minimum of 50 feet.
Increasing the percentage of the lot for outdoor storage.
Regulation: limited to 5% of the total lot area or 20% of the primary building’s gross
floor area, whichever is more restrictive.
Proposed: 20% of the total lot area
• Applying Tree Preservation credits across the Planned Development
The applicants are requesting language be included for tree preservation credits to
be applied across the development. This is common practice for large, multi-phased
Planned Developments.
Surrounding Land Uses and Zoning
Direction Land Use Zoning Future Land Use Plan
Place Type Designation
North Single-Family
residential
Single-Family-Estate
and located in the
Downtown (Transitional
Development) & Community
Vacant lot ETJ
Single-Family-Estate
Commercial
East Across DART railroad,
multi-family
residential
Planned
Development [Anna
Town Square]
Urban Living & Suburban
Living
South Single-Family
residential and vacant
land
Single Family-Estate Cluster Residential
West Single-Family
residential
Located in the ETJ Rural Living, Cluster
Residential, & Parks & Open
Space
Conformance with the Anna2050 Comprehensive Plan
Future Land Use Plan
The Future Land Use Plan designates this property as Cluster Residential, Parks and
Open Space, and Community Commercial. The Place Type descriptions from the
Comprehensive Plan follows this page.
The commercial uses at the intersection & a single-family subdivision are in
conformance with the Future Land Use Plan.
The proposed multi-family development within the MU zoning district is not in
conformance with the Future Land Use Plan.
Although I-1 zoning is not in conformance with the Future Land Use Plan, allowing for
the flexibility of land uses between I-1 and C-2 would allow commercial developments
to occur and would be in conformance.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
At the May 6, 2024, Planning & Zoning Commission meeting, the recommendation of
the zoning request was for approval with the condition of changing the Multi-family (MF)
district area to Mixed-Use (MU) district by a vote of 5-0-1.
At the June 25, 2024, Council meeting the Council approved the applicant's request to
table and hold open the public hearing until August 13, 2024. Two people spoke in
opposition during that meeting.
Zoning Ordinance Section 9.04.051(a)(6) provides that the city council shall consider
the following standards upon considering a rezoning request. According to the
Ordinance, no single factor is controlling, instead, each is weighed in relation to the
other standards.
The request contains elements that are in conformance with the Anna 2050
Comprehensive Plan but does include Mixed Use zoning which is not in conformity with
the Future Land Use Plan.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Powell Corners Zoning Locator Map
2. Ordinance (Zoning) Powell Corners
3. Exhibit 1 (Legal Description) Powell Corners
4. Exhibit 2 (ZE) Powell Corners with amendments
5. Exhibit 3 (CP) Powell Corners with amendments
6. MF versus MU uses
7. PZ - STAFF REPORT (Zoning) Powell Corners
8. Cluster Residential & Community Commercial
9. Responses CC
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Subject
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H:\Notification Maps\Notification Maps\
Zoning - Powell Corners
CITY OF ANNA, TEXAS
, the City of Anna, Texas (“City”) has previously adopted ordinances, rules
and regulations governing the zoning in the City; and
, the City has received a requested zoning amendment from Ann Warren
Hayslett on Property described in Exhibit 1 (“Legal Description”) and shown in Exhibit 2
(“Zoning Exhibit”) attached hereto and incorporated herein for all purposes as if set forth
in full; and
, said Property generally located on the northwest and southwest corner of
County Road 423 and S. Powell Parkway and the northeast corner of Finley Boulevard
and S. Powell Parkway is currently zoned SF-E Single-Family Residential; and
, the Planning and Zoning Commission of the City and the City Council of the
City of Anna (“City Council”) have given the requisite notices by publication and otherwise
and have held the public hearings as required by law and afforded a full and fair hearing
to all property owners and generally to all persons interested in and situated in the
affected area and in the vicinity thereof, the City Council has concluded that the Zoning
Ordinance of the City should be amended as set forth below.
Section 1.Recitals Incorporated
The above recitals are incorporated herein by reference for all purposes.
Section 2.Zoning Change
The Anna City Code of Ordinances (the “Anna Code”) are hereby amended by amending
the zoning of the Property as depicted on the Zoning Exhibit.
1. Purpose.
2. Definitions.
§9.04.080 -
§9.04.082) of the City’s Zoning Ordinance shall apply.
3. Development Standards.
6. Multi-family Amenities:
a. Private Community Center
The proposed location shall be in general conformance
with the approved Concept Plan and shall include;
bathroom facilities, a leasing office, community room
with food preparation area, fitness center, a pool,
tanning deck, outdoor grill and lounge area.
b. Fire Pit
The fire pit area shall include hardscape and seating
provisions.
c. Pet Park
The Pet park shall include (2) waste receptacles, agility
equipment, covered seating area, pet fountain, and
adjacent pet wash station. The Pet Park shall be
enclosed with a decorative, tubular metal fence.
d. Sports Court
i. The sports court can be one of the following:
Badminton, Basketball, Pickleball, Tennis, or
two beach Volleyball courts.
ii. If a Pickleball, tennis, or badminton court is
constructed, it shall be a coated asphalt
regulation size court with permanent net fixture.
e. Nature Trail
The trail shall be designed to a specification and finish
intended to minimize impact to the surrounding
undeveloped area, while allowing residents to enjoy
the undisturbed natural features of the property. Final
layout and finish specifications shall be approved by
the Director of Development services prior to Site Plan
approval.
f. Private Outdoor Space.
A minimum of 90% of multiple family units shall be
provided with a private balcony or patio with a minimum
depth of 6’ from the unit door and minimum usable sf
of 70sf.
iii. Tracts 1-B & 2-A – Mixed Density Residential (MD) District
1. The Mixed-Density Residential (MD) district is permitted
within 1,200 feet of a designated Master Thoroughfare Plan
highway.
2. Minimum lot size for detached single-family dwellings: 3,000
square feet
3. Common area lot tree requirement: the total trees on site
required to be Canopy Trees may be reduced from 50% to
30% with the presentation of landscape plan.
4. Every other lot is required to have a minimum of one tree per
front yard.
5. Amenities
a. No more than one (1) amenity shall be required as part
of the Mixed Density Residential district as long as the
density remains under 100 units. Otherwise, anything
over 100 units will follow the table located under
§9.04.042(e)(A).
b. A pier or overlook at the pond shall qualify as a required
amenity.
6. Fencing
a. Masonry screening, if necessary, wall shall be
constructed, owned, and maintained by the more
intense use.
b. All other fencing constructed between residences can
be wood. All wood fencing shall be at least six feet in
height. Wood fencing shall be stained and sealed.
Plastic and chain link fencing is prohibited.
iv. Tract 2-B – Regional Commercial (C-2) District
v. Tract 3-A – Light Industrial (I-1) District
1. Uses permitted by right in the C-2 district shall be allowed by
right; uses permitted by specific use permit in the C-2 district
shall require a specific use permit.
2. Outdoor Storage
a. May exceed the height of screening but shall be set
back from the adjacent right-of-way a minimum of 50
feet.
b. Outdoor storage is limited to 20% of the total lot area.
vi. Tree Preservation
Any trees that are preserved over and above the required amount for
the MU lot shall be carried over and used for preservation on the
remaining zoned property per the attached zoning exhibit for the
overall Planned Development Districts (MD, C-2, & I-1).
C. Plats and/or site plans submitted for the development of the PD shall
conform to the data presented and approved on the zoning exhibit (Exhibit
2) and concept plan (Exhibit 3). Non-substantial changes of detail on the
final development plan(s) that differ from the concept plan may be
authorized by the Director of Development Services with the approval of the
final development plan(s) and without public hearing.
Section 3.Official Zoning Map
The official Zoning Map of the City shall be corrected to reflect the change in zoning
described herein.
Section 4.Savings, Repealing and Severability Clauses
It is hereby declared to be the intention of the City Council that the words, sentences,
paragraphs, subdivisions, clauses, phrases, and provisions of this ordinance are
severable and, if any phrase, sentence, paragraph, subdivision, clause, or provision of
this ordinance shall be declared unconstitutional or otherwise invalid or inapplicable by
the valid judgment or decree of any court of competent jurisdiction, such
unconstitutionality, invalidity or inapplicability shall not affect any of the remaining words,
sentences, paragraphs, subdivisions, clauses, phrases, or provisions of this ordinance,
since the same would have been enacted by the City Council without the incorporation in
this ordinance of any such unconstitutional, invalid or inapplicable words, sentences,
paragraphs, subdivisions, clauses, phrases, or provisions. Further, all ordinances or parts
of ordinances in force when the provisions of this ordinance become effective that are
consistent and do not conflict with the terms and provisions of this ordinance are hereby
ratified to the extent of such consistency and lack of conflict, and all ordinances or parts
of ordinances in force when the provisions of this ordinance become effective that are
inconsistent or in conflict with the terms and provisions contained in this ordinance are
hereby repealed only to the extent of any such conflict. Notwithstanding any provision of
this ordinance or the Anna Code, it is intended that this ordinance fully comply with
Chapter 3000 of the Texas Government Code (“Chapter 3000”) and this ordinance shall
and the City Code shall be interpreted in a manner to comply with Chapter 3000. For the
purposes of this ordinance, any provision of the City Code that does not comply with
Chapter 3000 shall be deemed to have been excluded and not a part of this ordinance.
Penalty
Publication of the Caption and Effective Date
PASSED by the City Council of the City of Anna, Texas this 13th day of August 2024.
14.71 Acres
Granderson Stark Survey, Abstract No. 796
Collin Country Texas
BEING a 14.71 acre tract of land located in the Granderson Stark Survey, Abstract No. 796, Collin
County Texas, being Tract 4, as described in Quitclaim Deed to Ann Warren Hayslett as recorded in
Document No. 96-0110243, Public Records Collin County, Texas, said 14.71 acres being more
particularly described as follows:
BEGINNING southwest corner of said tract 4, being on the east right of way line for State Highway 5
(100 foot Right of way), and being the northeast corner for the intersection of said Highway 5 and Finley
Road;
THENCE northerly with said east right of way line as follows:
North 19° 50' 00" East, a distance of 56.76 feet to the beginning of a curve;
Along the arc of said curve to the left, having a central angle of 14° 34' 00.2", a radius of 3869.72
feet, an arc length of 983.83 feet, and a chord of North 12° 33' 00" East, 981.18 feet to the end of
said curve;
North 05° 16' 00" East, a distance of 591.60 feet to a point for corner;
South 84° 44' 00" East, a distance of 10.00 feet to a point for corner;
North 05° 16' 00" East, a distance of 749.70 feet to a point for corner;
THENCE South 89° 16' 48" East leaving said right of way, a distance of 560.71 feet to a point for corner;
THENCE South 19° 50' 00" West, a distance of 2487.83 feet to a point for corner on the northerly line of
Finley Road;
THENCE North 88° 59' 08" West with said north line, a distance of 82.13 feet to a point for corner to the
POINT OF BEGINNING containing 14.71 acres more or less.
This description has been prepared from record information and is not the results of a boundary survey.
47.30 Acres
Granderson Stark Survey, Abstract No. 796,
Collin County Texas
BEING a 47.30 acre tract of land located in the Granderson Stark Survey, Abstract No. 796, Collin
County Texas, being Tracts 1A and 2A, as described in Quitclaim Deed to Ann Warren Hayslett as
recorded in Document No. 96-0110243, Public Records Collin County, Texas, said 47.30 acres being
more particularly described as follows:
BEGINNING at the northeast corner of said Tract 1-A, said point being on the west right of way line for
State Highway 5 (called 100 foot right of way), being the southeast corner of a Joe A. Greer Jr. tract;
THENCE southerly with said right of way as follows:
South 05° 16' 00" West, a distance of 963.42 feet to a point for corner;
North 84° 44' 00" West, a distance of 10.00 feet to a point for corner;
South 05° 16' 00" West, a distance of 857.74 feet to a point for corner;
THENCE North 88° 54' 14" West leaving said right of way line, a distance of 191.32 feet to a point for
corner;
THENCE South 05° 16' 00" West, a distance of 191.64 feet to a point for corner;
THENCE North 88° 54' 14" West, a distance of 756.77 feet to a point for corner;
THENCE North 01° 48' 35" East, a distance of 224.93 feet to the beginning of a curve;
THENCE along said curve to the right, having a central angle of 37° 59' 29", a radius of 484.26 feet, an
arc length of 321.10 feet, and a chord of North 20° 48' 19" East, 315.25 feet to a point for corner;
THENCE North 39° 48' 04" East, a distance of 178.60 feet to a point for corner;
THENCE North 50° 11' 56" West, a distance of 60.00 feet to a point for corner;
THENCE South 88° 02' 58" West, a distance of 219.74 feet to a point for corner;
THENCE North 00° 19' 33" East, a distance of 1332.52 feet to a point for corner;
THENCE South 88° 17' 14" East, a distance of 1167.88 feet to the POINT OF BEGINNING and
containing 47.30 acres more or less.
This description has been prepared from record information and is not the results of a boundary survey.
Land Use Summary:
Tracts Proposed Zoning Acreage
Tract 1-A Mixed-Use (MU)19.89 ac.
Tract 1- B Mixed-Density Residential (MD)5.22 ac.
Tract 2-A Mixed-Density Residential (MD)11.87 ac.
Tract 2-B Commercial (C-2)8.47 ac.
Tract 3-A Industrial (I-1), Commercial (C-2)13.92 ac.
Project Total 59.37 ac.
General Notes:
• Contour Interval = two feet (2’).
• A portion of the subject property is located in the NRCS
Floodplain Easement and 100-year floodplain according to
FEMA Map No. 48085C0160J, Map Revised: June 2, 2009.
Floodplain shown is from NRCS and matches FEMA.
• All driveways will meet City of Anna ordinances.
Owner:
Hayslett Ann Warren
7257 Stefani Dr
Dallas, TX 75225-1751
Applicant:
Morphic Development
1650 W. Virginia St. Ste 110
McKinney, TX 75069
(469) 450-6269
Contact: Sam Franklin
Land Planner:
Knapp Land Solutions (KLS)
5381 Moss Glen Dr.
Frisco, TX 75034
(972) 885-7537
Contact: James Knapp
Project
Hayslett TractsAnna, TX
Development Team
Scale 1”=150’
0’150’300’
This drawing is a pictorial representation for presentation purposes only and is subject to change without notice.
Additionally, no warranty is made to the accuracy, completeness, or of the information contained herein.
Concept Plan
Location Map
Date:
Abstract
+/-58.27 gross acres located off
Highway 5 (S. Powell Parkway) and
County Road 423 in the City of Anna,
Collin County, Texas. Granderson Stark
Survey Abstract No. 798
Date Issued: February 28, 2024
Revisions:
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
March 19, 2024
April 05, 2024
April 08, 2024
April 22, 2024
June 14, 2024
KNAPP
LAND SOLUTIONS
N.T.S.
Hwy 5
W.
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CR 423
Hwy 75
9
12
12
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9
9
211
3 11 12 11 12
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11 11
5 2
4
4
10
3
10
2
312
11
10
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9
11
109
10
7
11
10
7
10
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13
9
9 8
7
7
9
95
5
5
4
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N
CONTINENTAL PROPERTIES
CITY OF ANNA, COLLIN COUNTY, TEXAS
TM
8 1 4 4 W a l n u t H i l l S t e 7 5 0 , D a l l a s , T X 7 5 2 4 3 p h :9 7 2 .9 7 2 .4 2 5 0 m a n h a r d .c o m
C i v i l E n g i n e e r s | S u r v e y o r s | W a t e r R e s o u r c e E n g i n e e r s | W a t e r & W a s t e W a t e r E n g i n e e r s
C o n s t r u c t i o n M a n a g e r s | E n v i r o n m e n t a l S c i e n t i s t s | L a n d s c a p e A r c h i t e c t s | P l a n n e r s
Texas Board of Prof essional Engineers & Land Surveyors Reg. No. F-10194754 (Surv), F-22053 (Eng)
CSP
CONCEPTUAL UTILITY LAYOUT
ABS A0798 G STARK SURVEY, SHEET 1, TRACT 114, 22.4321 ACRES
POWELL CORNERS BLOCK A, LOT 1 ±19.89 AC
MULTIFAMILY UNITS
MULTIFAMILY PARKING
Permitted Uses Comparison
Multi-Family (MF) District
•Live-Work Unit
•Multi-Family Dwelling
•Single-Family Dwelling, Attached
•Single-Unit or Duplex Unit Park
(SUP)
•Townhome Unit
•Two-Family Dwelling
•Boarding/Rooming House
•Community Center, Public or Private
•Civic Center
•Public Library, Museum or Art
Gallery (SUP)
•Religious Land Use
•School
•Assisted Living Facility (SUP)
•Child Care Facility, Children’s Home
(SUP)
•Child Care Facility, Daycare (SUP)
•Community Home of Persons with
Disabilities (SUP)
Mixed-Use (MU) District
•Live-Work Unit
•Multi-Family Dwelling
•Single-Family Dwelling, Attached
•Single-Unit or Duplex Unit Park
(SUP)
•Townhome Unit (SUP)
•Two-Family Dwelling
•Hotel / Motel
•Artist Studio
•Bar (75% sales from alcohol)
•Brewpub/Wine Bar
•Commercial Amusement, Indoor
•Commercial Amusement, Outdoor
(SUP)
•Convenience Store
•Convenience Store, Fuel Pumps
(SUP)
•Financial Institution
•Food Truck Park (SUP)
•Grocery Store
•Mixed-Use Development
•Office
•Personal Services
•Private Club (SUP)
•Restaurant
•Retail Store
•Shopping Center
•Tasting Room
•Theater
•Community Center, Public only
•Health Club
•Civic Center
•Civic Club or Lodge
•Public Library, Museum or Art
Gallery
•Religious Land Use
•School (SUP)
•Research & Development (SUP)
•Child Care Facility, Daycare (SUP)
•Medical Office
•Parking Facility (SUP)
•Transit Station (SUP)
Page 1 of 12
CITY OF ANNA
Zoning: Powell Corners
Applicant: Ann Warren Hayslett
DESCRIPTION:
REMARKS:
Surrounding Land Uses and Zoning
Page 2 of 12
Conformance with the Anna2050
Comprehensive Plan
The Future Land Use Plan designates this
property as Cluster Residential, Parks and
Open Space, and Community Commercial.
The Place Type descriptions from the
Comprehensive Plan follows this page.
The C-2 & MD zoning districts are in
conformance with the Future Land Use Plan.
The MF zoning district is not in conformance
with the Future Land Use Plan.
Although I-1 zoning is not in conformance with
the Future Land Use Plan, allowing for the mix
of uses to flex between I-1 and C-2 would
bring it into conformance.
Page 3 of 12
Page 4 of 12
Page 5 of 12
Proposed Stipulations
•Exempting the properties from the Thoroughfare Overlay (THOR) District
requirements.
➢Sec. 9.04.025 requires lots to be a minimum one acre each with a 50-foot
front yard building setback.
The regulation of this overlay district shall apply to new development and
redevelopment located within the greater of a geographic buffer extending
outward 500 feet perpendicularly from the right-of-way, or to the back of
abutting adjacent lots, for those portions of the following scheduled
thoroughfares located within the City limits:
(1) U.S. Highway 75;
(2) White Street (FM 455);
(3) Powell Parkway (SH 5);
(4) Sam Rayburn Memorial Highway (SH 121); and
(5) Collin County Outer Loop.
•Amending MF zoning regulations
➢Reducing residential separation requirements
▪Regulation: Sec. 9.04.041 (h) Stepback Regulations
(1) Stepback regulations apply to all new building construction and
all additions with multiple stories and a height greater than 35 feet
located adjacent to residential zoning districts and existing single-
family uses but do not apply when an improved public street or
railroad right-of-way separates the new building construction from
the existing residential zoning district or single-family residential use.
(2) A 25-foot stepback applies for each additional story after the
second story exceeding 35 feet in height (See Figure 7: Stepback
Exhibit).
Page 6 of 12
▪Proposed: minimum setback adjacent to residential uses 50 feet
➢Decreasing building height
▪Regulation: 70 feet
▪Proposed: 50 feet/three (3) stories
➢Decreasing maximum density
▪Regulation: 25 dwelling units per acre
▪Proposed: 18 dwelling units per acre
•Providing stricter requirements on the Multi-Family Amenities
➢Private Community Center
The proposed location shall be in general conformance with the approved
Concept Plan and shall include; bathroom facilities, a leasing office,
community room with food preparation area, fitness center, a pool, tanning
deck, outdoor grill and lounge area.
➢Fire Pit
The fire pit area shall include hardscape and seating provisions.
➢Pet Park
The Pet park shall include (2) waste receptacles, agility equipment, covered
seating area, pet fountain, and adjacent pet wash station. The Pet Park shall
be enclosed with a decorative, tubular metal fence.
➢Sports Court
Page 7 of 12
The sports court can be one of the following: Badminton, Basketball,
Pickleball, Tennis, or two beach Volleyball courts.
If a Pickleball, tennis, or badminton court is constructed, it shall be a coated
asphalt regulation size court with permanent net fixture.
➢Nature Trail
The trail shall be designed to a specification and finish intended to minimize
impact to the surrounding undeveloped area, while allowing residents to
enjoy the undisturbed natural features of the property. Final layout and finish
specifications shall be approved by the Director of Development services
prior to Site Plan approval.
➢Private outdoor space
A minimum of 90% of multiple family units shall be provided with a private
balcony or patio with a minimum depth of 6’ from the unit door and minimum
usable sf of 70sf.
•Amending MD zoning regulations
➢Lot size
▪Regulation: 4,500 square feet (for single-family detached)
▪Proposed: 3,000 square feet
➢Common area lot tree requirement
▪Regulation: Canopy trees, as specified on the approved plant list,
shall account for at least 50% of the required total trees on a site.
▪Proposed: Sec 9.04.045 (f)(1)(B) shall allow the Director of Planning,
at their sole discretion, to approve a reduction in the requirement the
percentage of the total trees on site be Canopy Trees from 50% to
30% with the presentation of landscape plan.
➢Alternate trees in the front yard
▪Regulation: At least one of the trees must be placed in the front yard
of the lot.
▪Proposed: Sec 9.04.045 (f)(4)(B)(ii) shall allow the Director of
Planning, at their sole discretion, to approve allowing one tree be
planted every other lot so long as the total number of trees on site
remain the same. A landscape plan must be submitted for review and
approval.
➢Amenities
▪Proposed:
•A pier or overlook at the pond shall qualify as a required
amenity under sec. 9.04.042(e)(B).
Page 8 of 12
•No more than one (1) amenity shall be required as apart of
the Mixed Density Residential district as long as the density
remains under 100 units. Otherwise, anything over 100 units
will follow the table located under sec. 9.04.042(e)(A).
➢Exempting the MD district from the 1,200-foot setback requirement from a
highway.
▪Sec. 9.04.017 prohibits the MD district within 1,200 feet of a
designated Master Thoroughfare Plan highway.
•Tract 3-A
➢Flexibility between the C-2 and I-1 land uses and regulations.
▪Given the adjacency to the railroad tracts and the odd shape of the
property, giving greater flexibility is in the best interest of the city.
➢Allowing outdoor storage to exceed the screening wall height.
▪Regulation: Outdoor Storage shall not be placed
(i) Within any required setbacks,
(ii) Within parking spaces, fire lanes, easements, maneuvering
aisles, or loading areas,
(iii) On the roof of any structure,
(iv) To exceed the required screening height
(v) At the front of any primary building.
▪Proposed: May exceed the height of screening but shall be set back
from the adjacent right-of-way a minimum of 50 feet.
➢Increasing the percentage of the lot for outdoor storage.
▪Regulation: limited to 5% of the total lot area or 20% of the primary
building’s gross floor area, whichever is more restrictive.
▪Proposed: 20% of the total lot area
•Applying Tree Preservation credits across the Planned Development
➢The applicants are requesting language be included for tree preservation
credits to be applied across the development. This is common practice for
large, multi-phased Planned Developments.
Page 9 of 12
SUMMARY:
Request to rezone 59.1± acres from Single-Family Residential – Large Lot (SF-E) to
Planned Development for multi-family, single-family, commercial, and industrial
development. Located on the northwest and southwest corner of County Road 423 and
Powell Parkway.
The request contains elements that are in conformance with the Anna 2050
Comprehensive Plan but does include multi-family zoning which is not in conformity with
the Future Land Use Plan.
If the Commission votes in favor of the zoning request, below are recommended
restrictions for the applicants’ zoning request:
A. The location of the planned development zoning district shall be in substantial
conformance with the Zoning Exhibit (Exhibit 2).
B. Standards and Area Regulations: Development must comply with the development
standards for use, density, lot area, lot width, lot depth, yard depths and widths,
building height, building elevations, coverage, floor area ratio, parking, access,
screening, landscaping, accessory buildings, signs, and lighting, set forth in the
Multi-Family Residential (MF) District, Mixed-Density Residential District (MD),
Regional Commercial (C-2) District, Light Industrial (I-1) District, and the Planning
and Development Regulations except as otherwise specified herein.
1. Thoroughfare (THOR) Overlay District
The property within this Planned Development is exempt from the
requirements of the THOR Overlay District.
2. Tract 1-A: Multi-Family (MF) Residential District
i. Maximum Height: 50 feet/three (3) stories
ii. Minimum Setback Adjacent to Residential Uses: 50 feet
iii. Maximum Density: 18 dwelling units/ gross acre.
iv. Amenities:
1. Private Community Center
a. The proposed location shall be in general conformance
with the approved Concept Plan and shall include;
Page 10 of 12
bathroom facilities, a leasing office, community room
with food preparation area, fitness center, a pool,
tanning deck, outdoor grill and lounge area.
2. Fire Pit
a. The fire pit area shall include hardscape and seating
provisions.
3. Pet Park
a. The Pet park shall include (2) waste receptacles, agility
equipment, covered seating area, pet fountain, and
adjacent pet wash station. The Pet Park shall be
enclosed with a decorative, tubular metal fence.
4. Sports Court
a. The sports court can be one of the following:
Badminton, Basketball, Pickleball, Tennis, or two
beach Volleyball courts.
b. If a Pickleball, tennis, or badminton court is
constructed, it shall be a coated asphalt regulation size
court with permanent net fixture.
5. Nature Trail
a. The trail shall be designed to a specification and finish
intended to minimize impact to the surrounding
undeveloped area, while allowing residents to enjoy
the undisturbed natural features of the property. Final
layout and finish specifications shall be approved by
the Director of Development services prior to Site Plan
approval.
v. Private Outdoor Space.
A minimum of 90% of multiple family units shall be provided with a
private balcony or patio with a minimum depth of 6’ from the unit door
and minimum usable sf of 70sf.
3. Tracts 1-C & 2-A: Mixed-Density (MD) District
i. Lot size: 3,000 square feet
ii. Common area lot tree requirement: the total trees on site required to
be Canopy Trees may be reduced from 50% to 30% with the
presentation of landscape plan.
Page 11 of 12
iii. Every other lot is required to have a minimum of one tree per front
yard.
iv. Amenities
1. No more than one (1) amenity shall be required as apart of
the Mixed Density Residential district as long as the density
remains under 100 units. Otherwise, anything over 100 units
will follow the table located under sec. 9.04.042(e)(A).
2. A pier or overlook at the pond shall qualify as a required
amenity.
v. Fencing
1. Masonry screening, if necessary, wall shall be constructed,
owned, and maintained by the more intense use.
2. All other fencing constructed between residences can be
wood. All wood fencing shall be at least six feet in height.
Wood fencing shall be stained and sealed. Plastic and chain
link fencing is prohibited.
4. Tracts 1-B & 2-B: Regional Commercial (C-2) District
5. Tract 3-A: Light Industrial (I-1)/Regional Commercial (C-2) District
i. Uses permitted by right in the C-2 district shall be allowed by right;
uses permitted by specific use permit in the C-2 district shall require
a specific use permit.
ii. Where conflicts exist between the C-2 & I-1 districts, the least
restrictive regulation shall apply.
iii. Outdoor Storage
1. May exceed the height of screening but shall be set back from
the adjacent right-of-way a minimum of 50 feet.
2. Outdoor storage is limited to 20% of the total lot area.
C. Tree Preservation
a. Any trees that are preserved over and above the required amount for the
multifamily lot shall be carried over and used for preservation on the
Page 12 of 12
remaining zoned property per the Zoning Exhibit for the overall Planned
Development.
D. Plats and/or site plans submitted for the development of the PD shall conform to
the data presented and approved on the Concept Plan. Non-substantial changes
of detail on the final development plan(s) that differ from the Concept Plan may
be authorized by the City Council with the approval of the final development
plan(s) and without a public hearing.
E. The Concept Plan will expire after two (2) years of approval.
ANNA 2050 COMPREHENSIVE PLAN26
CLUSTER RESIDENTIAL (CR)
Character & Intent
Cluster residential neighborhoods are intended to provide smaller single
family detached and attached residential lots. Home sites are located in
platted subdivisions with all utilities, residential streets and sidewalks.
Land Use Considerations
Primary Land Use
Single-family detached homes, townhomes and other single-family
attached homes
Secondary Land Use
Civic and institutional uses, parks and open space
Indicators & Assumptions
+Lot size (range) 5,000 – 7,500 SF
ANNA 2050 COMPREHENSIVE PLAN28
COMMUNITY COMMERCIAL (CC)
Character & Intent
Community Commercial development is typically characterized by
small, freestanding buildings containing one or more businesses. Unlike
larger shopping centers that may attract regional customers, Community
Commercial developments primarily provide services for residents of
surrounding neighborhoods. Business types may include restaurants, local
retail, medical offices, banks and other retail and services.
Land Use Considerations
Primary Land Use
Retail and Commercial
Secondary Land Use
+Civic and institutional uses
+Indicators & Assumptions
+Lot Size (Range) N/A
+Typically 5 acres or less; 1 or 2 stories
Page 1 of 2Page 1 of 39
Page 2 of 2Page 2 of 39
Page 3 of 39
From:NEAL BEATY
To:Lauren Mecke
Subject:[EXTERNAL]: AGAINST proposal for zone change. Items #14 and #15 on the 5/6/24 agenda.
Date:Monday, May 6, 2024 1:56:55 PM
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless
you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
PhishNotify button.
We understand a developer is requesting these two sites (see below) be rezoned multi family.
Last year city council turned down a developer for an area right near this land on the other
side of HWY 5 due to congestion . The land on the other side of Hwy 5 (as of now) is supposed
to be for estate lots.
14. Conduct a Public Hearing/Consider/Discuss/Action on a request to rezone 59.1± acres
from Single-Family Residential – Large Lot (SF-E) to Planned Development for multi-
family, single-family, commercial, and industrial development. Located on the
northwest and southwest corner of County Road 423 and Powell Parkway.
Applicant: Ann Warren Hayslett
15. Consider/Discuss/Action regarding the Powell Corners, Block A, Lot 1, Concept Plan.
Applicant: Ann Warren Hayslet
Our thoughts:
1. This is not part of the 2050 plan
2. Congestion on Hwy 5 is already bad - All the apartments in/around ATS are not open yet.
Traffic is already bad and will worsen.
3. This is a corridor to the downtown area.
4. Apartments are already being built north of ATS on Hwy 5.
We are completely AGAINST this rezoning. We have been inundated with apartments in Anna
and especially in and around Anna Town Square.
Thank you,
Neal and Karla Beaty
2213 Nuehoff Dr.
Anna, TX 75409
Page 4 of 39
From:Zak Bednarski
To:Lauren Mecke
Subject:[EXTERNAL]: Vote No (Hwy 5 rezone to multi-family)
Date:Monday, May 6, 2024 3:28:02 PM
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PhishNotify button.
Hi Lauren,
I would like to submit my NO vote to the developer's request to rezone the Hwy 5 land tract to multi-family. I strongly believe
we need to let our infrastructure and schools catch up, especially concerning the amount of multi-family housing already in
the works.
Thanks!
Zak Bednarski
Melissa
Country Ridge Resident
Page 5 of 39
From: Richard Brown
Sent: Monday, May 6, 2024 9:56 AM
To: Lauren Mecke
Subject: [EXTERNAL]: Proposed Rezoning Hwy 5 South to Mul1-Family
CAUTION: This email originated from outside of the organiza1on. Do not click links or open a:achments
unless you recognize the sender and know the content is safe. If you are s1ll unsure, please report this
email via the PhishNo1fy bu:on.
Hi Lauren,
I just wanted to voice my opposi1on to the proposed rezoning of Hwy 5 South to mul1-family. I
understand this is up for discussion this week. There are currently many mul1-family projects already in
the works that are going to significantly stress the current and future infrastructure. We do not need
any new mul1-family projects approved at this 1me.
Respec?ully,
Richard Brown
5569 FM 2862
Anna, TX 75409
Page 6 of 39
From:Casi Cleavelin
To:Lauren Mecke
Subject:[EXTERNAL]: Rezoning Vote
Date:Monday, May 6, 2024 12:02:34 PM
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
PhishNotify button.
Hi,
I am writing to express my desire to reject the request to rezone the area south of the Highway 5 Sonic restaurant to
multi family. We currently have a massive amount of new multi family developments in the area and our school
systems cannot keep up. Would be great to allow them to catch up before adding more developments.
Thank you,
Casi Cleavelin
Page 7 of 39
From:Savannah Farrell
To:Lauren Mecke
Subject:[EXTERNAL]: Zoning change vote
Date:Monday, May 6, 2024 1:59:57 PM
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
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Hi Lauren!
My husband and I live in Anna Town Square and are not able to attend tonight’s zoning meeting, but we would like
it known that we are against the zoning change across from our neighborhood on highway 5 from single family
estate lots to more multi family (frankly we have had ENOUGH multi family in the area. Traffic sucks enough as
is.)
Thank you in advance,
Savannah and Stephen Somers
Sent from my iPhone
Page 8 of 39
From:Stewart Forrester
To:Lauren Mecke
Subject:[EXTERNAL]: Vote for new apartments
Date:Monday, May 6, 2024 9:09:12 AM
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I vote no for the new apartment on west side of the 5.
Page 9 of 39
From:Nick Granberry
To:Lauren Mecke
Subject:[EXTERNAL]: Zoning
Date:Monday, May 6, 2024 8:39:25 AM
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
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Resident @ 204 Wyndsor Trl
Voting no to any multi-family zoning changes at tonight’s meeting.
Nick Granberry
Sent from my iPhone
Page 10 of 39
From:ReetaL
To:Lauren Mecke
Subject:[EXTERNAL]: Rezoning along hwy 5 south of Sonic
Date:Monday, May 6, 2024 12:24:29 PM
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
PhishNotify button.
Please do not rezone this area ( along hwy 5 south of Sonic) to multi-family!!
We have had plenty of multi-family housing units built (or in the process) over the past year!!!
Please allow time for infrastructure to catch up with new development! Or better yet, leave
some spaces undeveloped!!! We need green areas!!!
Why “always say yes”? Wouldn’t it be better to have a city with a little less money game and
happy residents??
Respectfully,
Reeta Lamphere
Page 11 of 39
From: michael lenzi
Sent: Monday, May 6, 2024 10:23 AM
To: Lauren Mecke
Subject: [EXTERNAL]: Powell Corners
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
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Ms. Mecke,
I want to thank you for taking the time to read my email about the new rezoning decision off
Hwy 5. I personally think that we have enough rental properties and apartment
complexes in this town. We do not need anymore. I personally believe creating more will
continue the downward spiral of this town. Please take my concern to heart when this
decision is made.
Thank you again!
Michael F. Lenzi
Fear not, for I am with you; be not dismayed for I am your God; I will strengthen you, I
will help you, I will uphold you with my righteous right hand.
Isaiah 41:10
Page 12 of 39
From:kimberly lenzi
To:Lauren Mecke
Subject:[EXTERNAL]: Planning & Zoning for plot on Hwy 5 south of Sonic
Date:Monday, May 6, 2024 11:16:47 AM
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
PhishNotify button.
Good morning,
I do not have the plot number or name but it looks like there will be voting tonight at the Planning &
Zoning meeting for a Plot of land on Highway 5 south of Sonic. There is a request to change this zoning
to multifamily. I would like to express my opinion against this zoning change. I live in Anna Town Square
and there are already too many apartment complexes being built. Our infrastructure is not developed
enough to stand up to this. I do not believe it is in the best interest of the Anna residents who already live
here. Thank you for considering my opinion.
Regards, Kimberly Lenzi
Page 13 of 39
From:Beth Lowry
To:Lauren Mecke; Ross Altobelli
Subject:[EXTERNAL]: Upcoming rezoning
Date:Saturday, May 4, 2024 3:18:19 PM
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you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
PhishNotify button.
I absolutely vote NO on items 14 & 15 rezoning to multi family near Anna Town Square! You guys are smothering
the single family residents with all of the apartments already! It really seems as if you wish to ruin our property
values and quality of life by surrounding us with more multifamily!
Beth Lowry
ATS resident
214-726-2725
Page 14 of 39
Page 15 of 39
From:
To:Lauren Mecke
Subject:[EXTERNAL]: Hey 5 rezoning
Date:Monday, May 6, 2024 1:13:51 PM
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless
you recognize the sender and know the content is safe. If you are still unsure, please report this email via the
PhishNotify button.
Hello,
I’d like to enter my down vote on the rezoning proposal behind sonic on hwy5.
My vote is NO.
Thank you.
Nick
Page 16 of 39
From:julia
To:Lauren Mecke
Subject:[EXTERNAL]: Upcoming multi family housing
Date:Monday, May 6, 2024 2:31:27 PM
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Please, please do not approve any more multi family housing until the road grid lock is resolved. It impossible to get
in and out if this town without horrific traffic congestion. One third of Anna is rentals. That’s pathetic. We also
bring in another grocery store. People come from surrounding towns to grocery shop here and there are only 2
grocery stores. It’s all just nuts.
Thank you for considering maintaining single family homes, infrastructure, and grocery stores over big business
multi family housing.
Kind regards,
Julia
Page 17 of 39
From:Hannah Petty
To:Lauren Mecke
Subject:[EXTERNAL]: Vote Against Rezoning Off CR 423
Date:Monday, May 6, 2024 10:37:07 AM
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Hi Lauren!
I’m not sure if I will be able to attend the meeting tonight so I wanted to send in my stance against the rezoning to
multi family off of CR 423 and Powell Pkwy in Anna (Concept Plan- Powell Corners).
I live off 423 and there is not adequate infrastructure on the road to support multi family traffic, the vets office on
this road is already more traffic than it can handle. This development would create a nightmare with traffic and not
be safe for those getting on and off of Powell Pkwy. It is already very difficult for those living here to get on Powell
from 423, and that is with only a handful of homes being back here. I cannot imagine the danger if multi family was
added. The current infrastructure is no where near being ready to support hundreds of additional units and the
volume of traffic that comes with that.
Please consider my statement in this decision process.
Appreciate all you do.
With Joy,
Hannah Hanson
Page 18 of 39
From:Jessica Bednarski
To:Lauren Mecke
Subject:[EXTERNAL]: Vote No (Hwy 5 rezone to multi-family)
Date:Monday, May 6, 2024 11:48:37 AM
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Hi Lauren,
I would like to submit my NO vote to the developer's request to rezone the Hwy 5 land tract to
multi-family. I strongly believe we need to let our infrastructure and schools catch up,
especially concerning the amount of multi-family housing already in the works.
Thanks in advance for considering my vote and opinion.
Thanks!
Jessica Quinby
Freelance Senior Copywriter
jessicaquinby.com
jrquinby@gmail.com
312.515.4201
Page 19 of 39
From:Stephanie Reece
To:Lauren Mecke
Subject:[EXTERNAL]: Opposition to zoning change 5/6/24 P&Z Mtg agenda
Date:Monday, May 6, 2024 9:40:18 AM
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I am writing to officially document my opposition to these rezoning requests that are on tonight’s agenda:
14. Conduct a Public Hearing/Consider/Discuss/Action on a request to rezone 59.1± acres
from Single-Family Residential – Large Lot (SF-E) to Planned Development for multi-family, single-family,
commercial, and industrial development. Located on the northwest and southwest corner of County Road 423 and
Powell Parkway
15. Consider/Discuss/Action regarding the Powell Corners, Block A, Lot 1, Concept Plan
PLEASE do not change this zoning. We can’t take more apartments in this area of town. The traffic congestion from
already approved apartments, neighborhoods, and schools in this area of Anna is already horrendous. Anna needs to
quash any plans for new apartments, especially in this area.
Respectfully,
Stephanie Reece, concerned neighbor
1237 Carinna Drive
Page 20 of 39
From:Amanda Robinson
To:Lauren Mecke
Subject:[EXTERNAL]: Multi Family
Date:Monday, May 6, 2024 3:28:39 PM
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Hello,
I am a Melissa resident and I am emailing my viewpoint on the multi family unit being
discussed today on Hwy 5.
We live in Country Ridge, which is located on the northern side of Melissa. There has been a
huge influx in multifamily housing in our area. Simply put, the school districts and police
force cannot keep up with the increase.
Although I technically don't get a vote as I am not an Anna resident, I just wanted to email on
behalf of my family that we are against multi family housing in the area on of Hwy 5.
Best,
Amanda Robinson
Get Outlook for iOS
Page 21 of 39
From:Tammy Snowder
To:Lauren Mecke
Subject:[EXTERNAL]: items 14&15 on tonight’s agenda AGAINST
Date:Monday, May 6, 2024 2:27:36 PM
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Lauren,
Regarding items 14 & 15 on tonight’s P& Z meeting, which I cannot attend due to work conflicts:
A. This is not part of the 2050 plan
B. Congestion on Hwy 5 is already bad - consider that the apartments in ATS are not open yet and what the traffic
will be like then
C. This is a corridor to the downtown area
D. Apartments are already being built north of ATS on Hwy 5
We STRONGLY oppose this plan!! There are already way too many apartments going in along this area and in
ATS.
Regards,
Don & Tammy Snowder
2217 Nuehoff Dr
972.658.1378
Sent from my iPhone
Page 22 of 39
From:Bridget Sullivan
To:Lauren Mecke
Subject:[EXTERNAL]: proposed rezoning on HWY 5 near Anna Town Square, Powell Corners and Powell Rd.
Date:Monday, May 6, 2024 10:29:42 AM
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I am writing to respectfully request denial of rezoning request # 14 and 15 on today's P&Z agenda for
"Powell Corners" and the 59+ acres on Powell Parkway. There is absolutely no need for more multi family
in Anna, and certainly none in this location where there are already 2000+ units zoned, under
construction or already built. The zoning in and around Anna Town Square has already contributed to
dampening single family housing values and the coming traffic, noise and trash with accompanying
increased crime and congestion is very worrisome. Please do not add to this toxic mix, dooming this
neighborhood for the foreseeable future.
The mayor believes Powell Parkway will be Anna's "Preston Rd". This does not mean all commercial and
apartments.
Please look at the example of Lakeside on Preston Rd with estate sized homes and lots, a very well
planned and desirable location directly on Preston Rd. https://janrichey.com/neighborhood/lakeside-on-
preston
This is the type of development Anna should be encouraging, we have plenty of starter homes and fixed
income apartments.
(As an aside, if Foster Crossing/Ferguson is to be developed, this is the way to go).
Maintaining the current zoning for estate homes would provide the most desirable outcome for the future
of Anna as a community. It may not please the developers currently but the city has a responsibility to
manage our explosive growth responsibly and for the long term health and prosperity of Anna.
Thank you,
Bridget Sullivan
1904 Nelson St. Anna TX 75409
Conduct a Public Hearing/Consider/Discuss/Action on a request to rezone
59.1± acres
Page 23 of 39
From:Rob Williamson
To:Lauren Mecke
Subject:[EXTERNAL]: Rezoning on highway 5
Date:Monday, May 6, 2024 9:21:52 AM
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Lauren,
As a citizen of Anna and Anna Town Square, I am strongly opposed to more apartments in this area.
There are so many reasons I am against this and most are probably obvious so I would like to have
my vote heard when I say no more apartments, please!
Thank you,
Rob Williamson
Page 24 of 39
Rob
Sent from my iPhone
Page 25 of 39
From:Tammy Bacon
To:Lauren Mecke
Subject:[EXTERNAL]: Zoning for multi family
Date:Monday, May 6, 2024 4:48:22 PM
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Your social media I found that on tonight’s agenda is to vote on a zoning change for
multifamily. Please do not change this to multifamily.
It’s not that I’m against multifamily, but I believe we have enough in Anna or now at least
Thank you very much
Page 26 of 39
From:Kathi Dixon
To:Lauren Mecke
Subject:[EXTERNAL]: highway 5 and fm 423 Apartments.
Date:Monday, May 6, 2024 5:35:26 PM
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Vote NO NO NO
Kathi Dixon
1580 cr 1036
Page 27 of 39
From:Stacy Fieker
To:Lauren Mecke
Subject:[EXTERNAL]: Please vote no
Date:Monday, May 6, 2024 6:14:27 PM
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Please vote to reject the redevelopment off of Highway five behind sonic. There are already l a lot of multifamily
developments that are causing pressure on the school systems and we need to give it time for them to catch up
before adding more.
Thanks!
S.
Page 28 of 39
From:Todd Hannan
To:Lauren Mecke
Subject:[EXTERNAL]: Multi family zoning.
Date:Monday, May 6, 2024 6:16:19 PM
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As an Anna resident I would like to voice my disapproval over proposed zoning changes on Powell dr south of
white street. We got too many apartments as it is in that area
Sent from my iPhone
Page 29 of 39
From:Terry Kappler
To:Lauren Mecke
Subject:[EXTERNAL]: Multi family zoning
Date:Monday, May 6, 2024 7:00:27 PM
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Please - No more apartments.
Terry Kappler
1109 Batt Masterson Dr.
Anna, TX 75409
214-770-1725
Page 30 of 39
From:Karissa Lorenz
To:Lauren Mecke
Subject:[EXTERNAL]: Planning and Zoning
Date:Monday, May 6, 2024 6:24:29 PM
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Hello,
In regards to the zoning for multi family development on HWY 5, we would vote no for
allowing/approving that, please.
Would introduce too much congestion in a clogged highway and there are several other
multi family areas in progress of being built. We do not need any more.
Thank you,
Page 31 of 39
-Karissa Keezer
Page 32 of 39
From:Christopher Reeves
To:Lauren Mecke
Subject:[EXTERNAL]: Rezoning Question
Date:Monday, May 6, 2024 4:40:14 PM
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Good afternoon.
Chris Reeves
121 Drayton Drive
Anna TX
I do not agree with allowing the rezoning to support multipurpose housing in the area
mentioned south of sonic.
thanks
Chris and Laura Reeves
Chris Reeves
Sergeant
Prosper Independent School District Police Department
605 East 7th Street
Prosper, TX 75078
(469)219-2180 ext.80177
Page 33 of 39
From:Michelle Salazar
To:Lauren Mecke
Subject:[EXTERNAL]: Objection to zoning change tonight 5/6/2024
Date:Monday, May 6, 2024 5:36:36 PM
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Hi Ms. Mecke,
I am not able to be at the meeting this evening, but would like to voice my objection to the
following items on the P&Z agenda. #14 and #15. I do not think that Anna needs more
apartments at this time. The infrastructure, as much that has been changed, is still not ready for
all the apartments that we currently have being built.
Best,
Michelle Salazar
2403 Wilson Dr, Anna, TX 75409
214-836-4865
Page 34 of 39
From:Tina Sterling
To:Lauren Mecke
Subject:[EXTERNAL]: Zoning
Date:Monday, May 6, 2024 7:32:36 PM
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Page 35 of 39
Page 36 of 39
Sent from my iPhone
Page 37 of 39
From:Nathan Thomas
To:Lauren Mecke
Subject:[EXTERNAL]: Re-zoning south of sonic for mult family units
Date:Monday, May 6, 2024 4:32:39 PM
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Please count my vote as against the change. I own a house at 8182 red fox round and will
directly be affected. My name is Nathan Thomas.
Page 38 of 39
Page 39 of 39
From:Brendan Ebersole
To:Lauren Mecke
Subject:[EXTERNAL]: Rezoning 423 - opposed to multi-family homes
Date:Monday, June 24, 2024 10:35:35 PM
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I've heard there is rezoning for 423. I am opposed to this entirely. It should stay single family
homes.
Live in ATS and the traffic is awful on hwy 5 right in this area between ATS and White st.
I am strongly opposed to this, especially with the given infrastructure ( lack there of with road
ways out of our now current neighborhood. I cannot imagine how bad it's going to get backed
up.
-Brendan Ebersole
Page 1 of 2
Subject: A creative, unique Anna
Anna City Council:
Please consider CAI (Creative Assisted Development) for the
betterment of Anna. Deny the June 25 council agenda request, Item 7.c.:
“rezone 59.1 acres from single family residential-large lot- (SF-E) to
Planned Development for multi-family, single, family, commercial and
industrial development. Located on the northwest and southwest corner
of County Road 423 and Powell Parkway.” Legal Description: Powell
Corners. Please avoid creating another ordinary development add ing to
an overbuilt multi-family corridor of traffic and heat islands.
Instead, encourage innovative development to make Anna
uniquely outstanding as growth continues:
1. This acreage has old growth trees, floodplain area, creek access,
wildlife and bird habitats making it ideal for “Anna Central
Park.” A botanical garden with native plants, an area devoted to
vegetables, fruits and herbs, could be used for school and
community educational events.
2. Combine the park with unique business development:
individual family-friendly shops, locally owned cafés (like
Kalamaki’s Greek eatery), ice cream/pie parlor, art
gallery/pottery painting shop; bike repair shop, antique shop,
etc. EDC/CDC could help fund shops; big box stores have
received benefits; let’s benefit local individual owners.
3. Place solar panels over parking spaces creating shade while
developing electricity for the shops and park. Several examples
already exist. Texas is No. 1 in Solar Power. Make Anna No. 1
in unique use of solar power.
4. Combine the park and shops with a transit station instead of
industrial development. Anna has no local public transportation.
With 15,000 multi-use rentals already approved within a three
mile radius of City Hall, local transportation would be a major
plus, going from this area to City Hall, Sherley Heritage Park,
Anna downtown, other parks, Brookshire’s, businesses on 455
Page 2 of 2
and 75 ,etc. Anna Town Square, Anna Ranch residents and the
thousands of already approved multi-family units on 5 would
create a strong rider base just from the station. Consider a
pedestrian bridge over 5 from Anna Town Square and Anna
Ranch. This could help alleviate traffic and make the area more
attractive.
5. Combine local transit with a future DART station. This area is
ideal for a DART station, and a pedestrian bridge over 5 would
create access. DART owns the land along the railroad tracks
into Anna and beyond. It is only a matter of time before DART
will be voted through Allen, McKinney, etc.
6. Funding for these ideas could come from such diverse sources
as Texas Park and Wildlife, county bonds and grants, state and
federal resources and Anna resources. It is possible that Anna
city openness to innovation would attract developers who build
creatively. Plus, uniqueness could make negotiation and
application for grants and funding more viable than ordinary
applications,
Much has been made of the idea that 5 is “Anna’s Preston Road” and 75
is “Anna’s toll road.” Instead, why don’t we make our segments of 5 and
75 unique? We do not have to mirror ordinary development in other
cities. Anna made headlines as “fastest growing city,” but instead of
being a cookie-cutter town glutted with multi-family units that
deteriorate in a decade or sooner, let’s become “the fastest growing
creative city.” That growth requires never-ending multi-family building
is a false correlation; doing what has already been done over and over
gets the same result—heavy traffic, heat islands, apartment buildings
quickly sold to outside investors, destruction of natural beauty.
Developing creatively and with innovation will make Anna the gem on
top of the mountain of growth. Thank you for your time.
Betty Sharp, 10282 Co. Rd. 288, Anna, TX 75409
June 24, 2024
From:Jennifer Burgess
To:Lauren Mecke
Subject:[EXTERNAL]: Agenda item 7c
Date:Tuesday, June 25, 2024 6:52:25 AM
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Agenda item 7c. I oppose the rezoning of highway 5 and county road 423. Do not rezone from single family to multi
family housing.
Thank you.
Jennifer Burgess
From:Ashton, Gina
To:Lauren Mecke
Subject:[EXTERNAL]: Highway 5 Rezoning
Date:Tuesday, June 25, 2024 11:14:02 AM
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Dear Lauren , I am unable to attend tonight's council meeting. Please oppose 7c that is asking
to rezone Highway 5 @ CR423. We are not ready for more apartments!! We have an
embarrassing amount as it is and there are so many still under construction!! Anna should be
focused on infrastructure to accommodate the amount of people that are
moving here and focus on the public needs. The backup is getting worse daily for commuters
that chose to live here and work in the metroplex. If you haven't seen the recent poll on the
50 safest cities in Texas... Melissa is rated #1 and Anna is 49th with McKinney being 50th.
We need to slow down and regroup, or this town is going to continue in a downward spiral.
Thank you
Gina Ashton
1001 Adelyn St
Anna, TX. 75409
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immediately and destroy the material in its entirety, whether electronic or hard copy. Thank
you.
From:Tana Brown
To:Lauren Mecke
Subject:[EXTERNAL]: City Council - June 25th item 7c
Date:Tuesday, June 25, 2024 4:10:59 PM
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Hi Lauren, I am asking that the vote to make this property multi family is a “no”.
I understand this property owner wants to sell but there are other options that would fit the
2050 plan . The city council was put in place to speak for the majority. Putting multi family
in this area is not what the majority wants.
Could Economic Development help this land owner find better options?
Thank you, Tana Brown
Cell: 972-849-1916
Sent from Yahoo Mail for iPhone
Item No. 7.c.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Lauren Mecke
AGENDA ITEM:
Consider/Discuss/Action on a Resolution approving the Powell Corners, Block A, Lot 1,
Concept Plan. (Planning Manager Lauren Mecke)
SUMMARY:
312 multifamily dwelling units on one lot on 19.4± acres located on the west side of S.
Powell Parkway, 2,490± feet south of W. White Street. The Concept Plan is associated
with the zoning case and is contingent upon approval of the zoning case.
The purpose for the Concept Plan is to show the conceptual layout and related site
improvements of the multi-family development.
FINANCIAL IMPACT:
This item has no financial impact.
BACKGROUND:
At the May 6, 2024 meeting, the Planning & Zoning Commission recommended
approval subject to modifications required to adhere to the Mixed-Use district. The
applicant has made the necessary changes to comply with the Mixed-Use district's area
regulations.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. RESOLUTION (CP) Powell Corners
2. Exhibit A (CP) Powell Corners with amendments
CITY OF ANNA, TEXAS
, In order to provide for the orderly development of land within the Anna city limits
and extraterritorial jurisdiction, the City Council of the City of Anna, Texas has adopted Article
9.02 (“Subdivision Regulation”) and Article 9.04 (“Zoning Ordinance”) of the Anna City Code of
Ordinances; and
, Ann Warren Hayslett has submitted an application for the approval of the Powell
Corners, Block A, Lot 1, Concept Plan; and
, the Concept Plan conforms to the Planned Development Standards and the city’s
Subdivision Regulations and Zoning Ordinance; and
The recitals above are incorporated herein as if set forth in full for all purposes.
The City Council hereby approves the Powell Corners, Block A, Lot 1, Concept Plan attached
hereto as Exhibit A.
by the City Council of the City of Anna, Texas, on this 13th day
of August, 2024.
ATTEST:
APPROVED:
_____________________________ ______________________________
City Secretary, Carrie L. Land Mayor, Pete Cain
9
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CONTINENTAL PROPERTIES
CITY OF ANNA, COLLIN COUNTY, TEXAS
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8 1 4 4 W a l n u t H i l l S t e 7 5 0 , D a l l a s , T X 7 5 2 4 3 p h :9 7 2 .9 7 2 .4 2 5 0 m a n h a r d .c o m
C i v i l E n g i n e e r s | S u r v e y o r s | W a t e r R e s o u r c e E n g i n e e r s | W a t e r & W a s t e W a t e r E n g i n e e r s
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Texas Board of Prof essional Engineers & Land Surveyors Reg. No. F-10194754 (Surv), F-22053 (Eng)
CSP
CONCEPTUAL UTILITY LAYOUT
ABS A0798 G STARK SURVEY, SHEET 1, TRACT 114, 22.4321 ACRES
POWELL CORNERS BLOCK A, LOT 1 ±19.89 AC
MULTIFAMILY UNITS
MULTIFAMILY PARKING
Item No. 7.d.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Terri Doby
AGENDA ITEM:
Consider/Discuss/Action on a Resolution naming the date and place of a public hearing
on the FY2024-2025 Budget. (Budget Manager Terri Doby)
SUMMARY:
Section 7.02 of the City Charter states that on or before the 15th day of August of the
fiscal year, the City Manager must submit to the City Council a budget for the ensuing
fiscal year; and at the Council meeting when the budget is submitted, the City Council
must name the date and place of the public hearing on the budget.
FINANCIAL IMPACT:
Process to adopt the FY2024-2025 Budget.
BACKGROUND:
Texas Local Government Code 102.006 also requires that a public hearing on the
proposed budget be held the 15th day after the proposed budget is filed with the
municipal clerk but before the date of the tax levy.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. FY2025 Set Budget Public Hearing Resolution
CITY OF ANNA, TEXAS
RESOLUTION NO.
A RESOLUTION OF THE CITY OF ANNA, TEXAS NAMING THE DATE AND PLACE OF A
PUBLIC HEARING ON THE FY2024 – 2025 BUDGET.
WHEREAS, Section 7.02 of the City of Anna, Texas (the “City”) Home Rule Charter (the
“Charter”) states that on or before the 15th day of August of the fiscal year, the City
Manager must submit to the City Council a budget for the ensuing fiscal year; and
WHEREAS, Section 7.05 of the Charter further states that at the Council meeting when
the budget is submitted, the City Council must name the date and place of the public
hearing on the budget;
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
ANNA, TEXAS, THAT:
Section 1. Recitals Incorporated.
The recitals above are incorporated herein as if set forth in full for all purposes.
Section 2. Public Hearing on the Budget.
The Council hereby sets September 3, 2024 at 6:00 p.m. as the date and time for the public
hearing on the FY2024 - 2025 budget, said hearing to be held in the City of Anna Municipal
Complex located at 120 West Seventh Street in Anna, Texas, 75409. The Council further
directs that notice of the time and place of the public hearing be published in the official
newspaper of the City as required in Section 7.05 of the Charter.
PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 13th day of
August 2024.
ATTESTED:
_________________________
Cit Secretar Carrie L. Land
APPROVED:
_________________________
Ma or Pete Cain
Item No. 7.e.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Terri Doby
AGENDA ITEM:
Consider/Discuss/Action on a Resolution to propose a property tax rate of 0.507200 per
$100 of property valuation for the City that the Council may adopt for the 2024 tax year
and setting date and time for a public hearing on the tax rate. (Budget Manager Terri
Doby)
SUMMARY:
After properties are appraised by the Collin County Appraisal District, the Collin County
Tax Assessor-Collector calculates the No-New-Revenue tax rate, the Voter-Approval
tax rate, and the De Minimis tax rate for the City of Anna as the designated officer to
complete the tax rate calculation forms created by the Texas Comptroller and to certify
the calculations as accurate.
No-New-Revenue tax rate: The No-New-Revenue tax rate is a calculated rate that
would provide the taxing unit with the same amount of maintenance and operations
property taxes on existing property as the previous year after taking into account
changes in appraised value. If property values rise, the No-New-Revenue tax rate will
go down and vice versa. The No-New-Revenue tax rate for FY2025 is $0.482976 per
$100.
Voter-Approval tax rate: The Voter-Approval tax rate provides the taxing unit with the
same amount of maintenance and operations property taxes on existing property as the
previous year plus a 3.5 percent increase for those operations, in addition to sufficient
funds to pay debts in the coming year. If a taxing unit adopts a tax rate higher than the
Voter-Approval tax rate, a tax rate approval election must be held on the November
uniform election date. The Voter-Approval tax rate for FY2025 is $0.505711 per $100.
De minimis rate: The De minimis rate is the rate equal to the sum of the taxing unit's
current debt rate, the no-new-revenue maintenance and operations rate, and the rate
that when applied to a taxing unit's current total value, will impose an amount of taxes
equal to $500,000. The de minimis rate is an option for small cities with a population of
30,000 or less. The De Minimis rate for FY2025 is $0.507200 per $100.
The proposed budget is supported by a tax rate of $0.507200. Under the Texas
Property Tax Reform and Transparency Act of 2019, a city that adopts a rate exceeding
the lower of the no-new-revenue tax rate or the voter-approval tax rate must hold one
public hearing. The following table is a comparison between the proposed tax rate, last
year's rate, the No-New-Revenue rate, the De Minimis rate and Voter-Approval tax rate.
Proposed FY2025 Tax Rate $0.507200 per $100
Preceding FY2024 Tax Rate $0.510717 per $100
No-New-Revenue Tax Rate $0.482976 per $100
Voter-Approval Tax Rate $0.505711 per $100
De Minimis Tax Rate $0.507200 per $100
Approval of the attached Resolution would set $0.507200 as the Tax Year 2024
(FY2025) proposed rate. The Resolution also calls for the public hearing to be held on
September 3, 2024 at 6:00 p.m. The public hearing notice will run in the Herald
Democrat on August 22nd. The Notice of Public Hearing must conform to the prescribed
format from the Texas Comptroller's office and contain how each member of the
governing body voted on the proposed tax rate. A draft copy of this notice is attached to
this agenda item.
FY2024 FY2025 Change
Total tax rate (per
$100 of value)
$0.510717 $0.507200 (0.003517)
Average
homestead taxable
value
$315,578 $345,397 $29,819
Tax on average
homestead
$1,611.71 $1,751.85 $140.14
Total tax levy on
all properties
$16,017,734 $18,620,850 $2,603,116
The budget and tax rate are scheduled for adoption at the September 10th Council
meeting.
FINANCIAL IMPACT:
Process to adopt the Tax Year 2024 (FY2025) property tax rate.
BACKGROUND:
Texas Property Tax Code 26.04 requires that by August 7th or as soon thereafter as
practicable, the designated officer shall submit the tax rates to the governing body.
Texas Property Tax Code 26.05 requires that the governing body of a taxing unit may
not adopt a tax rate that exceeds the lower of the voter-approval rate or the no-new-
revenue rate until the governing body has held a public hearing on the proposed tax
rate. Texas Property Tax Code 26.06 requires that the notice of public hearing contain
the names of all members of the governing body, showing how each voted on the
proposed tax rate, or if one or more members were absent, indicating the absences.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Excellent.
ATTACHMENTS:
1. FY2025 Notice of Public Hearing on Tax Rate
2. FY2025 Submit Proposed Tax Rate to Council Resolution
_____________________________________________________
Form 50-875
Statements required in notice if the proposed tax rate exceeds the no-new-revenue tax rate and the voter-approval tax rate but does not exceed the de minimis rate,
as prescribed by Tax Code §§26.06(b-1) and 26.063(c).
NOTICE OF PUBLIC HEARING
ON TAX INCREASE
This notice only applies to a taxing unit other than a special taxing unit or municipality with a population of less than 30,000,
regardless of whether it is a special taxing unit.
A tax rate of $______________________________________ per $100 valuation has been proposed by the governing body of
PROPOSED TAX RATE $___________________ per $100
NO-NEW-REVENUE TAX RATE $___________________ per $100
VOTER-APPROVAL TAX RATE $___________________ per $100
DE MINIMIS RATE $___________________ per $100
The no-new-revenue tax rate is the tax rate for the tax year that will raise the same amount
(current tax year)
of property tax revenue for from the same properties in both(name of taxing unit)
the tax year and the tax year.
(preceding tax year) (current tax year)
The voter-approval tax rate is the highest tax rate that may adopt without holding
(name of taxing unit)
an election to seek voter approval of the rate, unless the de minimis rate for exceeds the (name of taxing unit)
voter-approval tax rate for .
(name of taxing unit)
The de minimis rate is the rate equal to the sum of the no-new-revenue maintenance and operations rate for , (name of taxing unit)
the rate that will raise $500,000, and the current debt rate for .
(name of taxing unit)
The proposed tax rate is greater than the no-new-revenue tax rate. This means that is proposing
(name of taxing unit)
to increase property taxes for the tax year. (current tax year)
A PUBLIC HEARING ON THE PROPOSED TAX RATE WILL BE HELD ON
(date and time)
at . (meeting place)
The proposed tax rate is greater than the voter-approval tax rate but not greater than the de minimis rate. However, the proposed tax
rate exceeds the rate that allows voters to petition for an election under Section 26.075, Tax Code. If
(name of taxing unit)
adopts the proposed tax rate, the qualified voters of the may petition the(name of taxing unit) (name of taxing unit)
to require an election to be held to determine whether to reduce the proposed tax rate. If a majority of the voters reject the proposed
tax rate, the tax rate of the will be the voter-approval tax rate of the. . (name of taxing unit) (name of taxing unit)
YOUR TAXES OWED UNDER ANY OF THE TAX RATES MENTIONED ABOVE CAN BE CALCULATED AS FOLLOWS:
Property tax amount = ( tax rate ) x ( taxable value of your property ) / 100
(List names of all members of the governing body below, showing how each voted on the proposal to consider the tax increase or, if one or more were absent, indicating absences.)
FOR the proposal:___________________________________________________________________________
AGAINST the proposal: _______________________________________________________________________
PRESENT and not voting:_____________________________________________________________________
ABSENT: __________________________________________________________________________________
Form developed by: Texas Comptroller of Public Accounts, Property Tax Assistance Division For additional copies, visit: comptroller.texas.gov/taxes/property-tax
50-875 • Rev. 6-23/4
CITY OF ANNA, TEXAS
RESOLUTION NO.
A RESOLUTION OF THE CITY OF ANNA, TEXAS NAMING THE PROPOSED TAX RATE THE
COUNCIL MAY ADOPT FOR THE 2024 TAX YEAR AND SETTING THE DATES AND TIMES
FOR PUBLIC HEARINGS ON THE TAX RATE
WHEREAS, the Constitution for the State of Texas (the “State”) sets out the general
requirements for truth-in-taxation provisions requiring political subdivisions of the State to
inform citizens in their jurisdiction of changes in the property tax rate;
WHEREAS, the City of Anna, Texas (the “City”) is a political subdivision of the State and is
therefore subject to laws of the State;
WHEREAS, Section 7.19 of the City Home Rule Charter (the “Charter”) states the City has
power to levy, assess, and collect taxes of every character and type for any municipal
purpose not prohibited by state of federal law;
WHEREAS, the City Council (the “Council”) wishes to establish a proposed tax rate it may
adopt;
WHEREAS, the proposed tax rate exceeds the No-New-Revenue rate;
WHEREAS, the Council wishes to hold a public hearing on the tax rate as stipulated in Texas
Tax Code;
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS THAT:
Section 1. Recitals Incorporated.
The recitals set forth above are incorporated herein for all purposes as if set forth in full.
Section 2. Proposal of a proposed tax rate by the City of Anna
The Council hereby proposes that the tax rate adopted by the City shall be $0.507200 per
$100 of valuation.
Section 3. Proposal of a proposed tax rate by the City of Anna
The Council hereby sets September 3, 2024 at 6:00 p.m. as the date and time for the public
hearing on the 2024 tax rate, said hearing to be held in the City of Anna Municipal Complex
located at 120 West Seventh Street in Anna, Texas, 75409. The Council further directs that
notice of the time and place of the public hearing be published in the official newspaper of
the City as required in Texas Tax Code § 26.06 and other applicable law.
PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 13th day of
August 2024.
ATTESTED:
_________________________
Cit Secretar Carrie L. Land
APPROVED:
_________________________
Ma or Pete Cain
Item No. 7.f.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Terri Doby
AGENDA ITEM:
Consider/Discuss/Action on the adoption of an Ordinance Authorizing the Issuance and
Sale of Up to $25,000,000 City of Anna, Texas Combination Tax and Revenue
Certificates of Obligation, Series 2024 to Fund Acquisition of Fire Trucks, Municipal
Buildings, and Sewer System Improvements; Levying an Annual Ad Valorem Tax and
Providing for the Security for and Payment of said Certificates of Obligation; Approving
an Official Statement; and Enacting other Provisions Relating to the Subject. (Budget
Manager Terri Doby)
SUMMARY:
The City Council will approve an ordinance authorizing the issuance and sale of
approximately $25.0 million in Certificates of Obligation.
Combinations Tax & Revenue Certificates of Obligation, Series 2024
Project Amount Repayment Source
Fire Equipment (Fire Apparatus $1,500,000 Debt Service Tax (I&S Tax)
Land for Police Station & Public
Works Service Center
$10,000,000 Debt Service Tax (I&S Tax)
New Wastewater Interceptor Line $12,000,000 Water & Sewer Net
Revenues
Total Projects Funded $23,500,000
FINANCIAL IMPACT:
The issuance of tax-supported debt has an impact on the property tax rate as a city
must set the Interest and Sinking (I&S) portion to meet the City’s annual bonded debt
payments. Additionally, expanding City facilities will have an impact on future operating
budgets.
The repayment of the utility portion of these Certificates of Obligation has been included
in the utility rate model and will have an impact on sewer rates over time. The ultimate
increase to rates will be determined by future growth as well as the payments by
wholesale users, and the use of impact fees to minimize rate increases to Anna
neighbors.
BACKGROUND:
Anna continues to see our needs for City facilities expand as we continue to grow. One
means of financing large capital projects is through the use of municipal debt. One
common form of borrowing is Certificates of Obligation (COs). In the City of Anna, debt
is used to fund roads, facilities, parks, equipment and water and sewer infrastructure.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome areas: Resilient and Safe.
ATTACHMENTS:
1. CO Ordinance v1
1
CITY OF ANNA
TO FUND ACQUISITION OF FIRE TRUCKS,
MUNICIPAL BUILDINGS, AND SEWER SYSTEM IMPROVEMENTS; LEVYING AN
ANNUAL AD VALOREM TAX AND PROVIDING FOR THE SECURITY FOR AND
PAYMENT OF SAID CERTIFICATES OF OBLIGATION; APPROVING AN OFFICIAL
STATEMENT; AND ENACTING OTHER PROVISIONS RELATING TO THE
SUBJECT.
§
§
§
WHEREAS, the City Council of the City of Anna, Texas, deems it advisable to issue
Certificates of Obligation in the amount and for the purposes hereinafter set forth;
WHEREAS, the Certificates of Obligation hereinafter authorized and designated are to be
issued and delivered for cash pursuant to Subchapter C of Chapter 271, Texas Local Government
Code and Chapter 1502, Texas Government Code;
WHEREAS, the City Council has heretofore passed a resolution authorizing and directing
the City Clerk to give notice of intention to issue Certificates of Obligation, and said notice has
been both (i) duly posted in a prominent location on the Issuer’s website, and (ii) duly published
in a newspaper of general circulation in said city, said newspaper being a “newspaper” as defined
in Section 2051.044, Texas Government Code;
WHEREAS, the City received no petition from the qualified electors of the City protesting
the issuance of such Certificates of Obligation;
WHEREAS, no bond proposition to authorize the issuance of bonds for the same purpose
as any of the projects being financed with the proceeds of the Certificates of Obligation was
submitted to the voters of the City during the preceding three years and failed to be approved; and
WHEREAS, it is considered to be to the best interest of the City that said interest-bearing
Certificates of Obligation be issued; and
WHEREAS, It is officially found, determined, and declared that the meeting at which this
Ordinance has been adopted was open to the public and public notice of the time, place and subject
matter of the public business to be considered and acted upon at said meeting, including this
Ordinance, was given, all as required by the applicable provisions of Chapter 551, Texas
Government Code; Now, Therefore
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS:
2
Section 1. RECITALS, AMOUNT AND PURPOSE OF THE CERTIFICATES. The
recitals set forth in the preamble hereof are incorporated herein and shall have the same force and
effect as if set forth in this Section. The certificates of the City of Anna, Texas (the “Issuer”) are
hereby authorized to be issued and delivered in the aggregate principal amount of $25,000,000 for
paying all or a portion of the Issuer’s contractual obligations incurred in connection with (i)
acquiring and equipping fire trucks for the Anna Fire Department; (ii) acquiring land sites for
future municipal buildings, including a police station and administrative office buildings housing
the public works department; (iii) acquiring, constructing, installing, and equipping additions,
improvements, extensions, and equipment for the Issuer’s sewer system, including wastewater
interceptor line to new wastewater treatment plant, related infrastructure improvements, and the
acquisition of land and interests in land as necessary therefor; and (iv) legal, fiscal and engineering
fees in connection with such projects (collectively, the “Project”).
Section 2. DESIGNATION, DATE, DENOMINATIONS, NUMBERS, AND
MATURITIES AND INTEREST RATES OF CERTIFICATES. Each certificate issued
pursuant to this Ordinance shall be designated: “CITY OF ANNA, TEXAS COMBINATION
TAX AND REVENUE CERTIFICATE OF OBLIGATION, SERIES 2024,” and initially there
shall be issued, sold, and delivered hereunder one fully registered certificate, without interest
coupons, dated August 15, 2024, in the principal amount stated above and in the denominations
hereinafter stated, numbered T-1, with certificates issued in replacement thereof being in the
denominations and principal amounts hereinafter stated and numbered consecutively from R-1
upward, payable to the respective Registered Owners thereof (with the initial certificate being
made payable to the Initial Purchaser as described in Section 9 hereof), or to the registered assignee
or assignees of said certificates or any portion or portions thereof (in each case, the “Registered
Owner”), and said certificates shall mature and be payable serially on February 15 in each of the
years and in the principal amounts, respectively, and shall bear interest from the dates set forth in
the FORM OF CERTIFICATE set forth in Section 4 of this Ordinance to their respective dates of
maturity or redemption prior to maturity at the rates per annum, as set forth in the following
schedule:
Years
Principal
Amounts
Interest
Rates Years
Principal
Amounts
Interest
Rates
2025 2038
2026 2039
2027 2040
2028 2041
2029 2042
2030 2043
2031 2044
2032 2045
2033 2046
2034 2047
2035 2048
2036 2049
3
2037
The term “Certificates” as used in this Ordinance shall mean and include collectively the
certificates initially issued and delivered pursuant to this Ordinance and all substitute certificates
exchanged therefor, as well as all other substitute certificates and replacement certificates issued
pursuant hereto, and the term “Certificate” shall mean any of the Certificates.
Section 3. CHARACTERISTICS OF THE CERTIFICATES.
(a) Appointment of Paying Agent/Registrar. The Issuer hereby appoints Regions Bank,
Houston, Texas, to serve as paying agent and registrar for the Certificates (the “Paying
Agent/Registrar”). The Mayor and Mayor Pro Tem, the City Manager, Finance Director, City
Secretary and all other officers, employees and agents of the Issuer, and each of them, are
authorized and directed to execute and deliver in the name and under the corporate seal and on
behalf of the Issuer a Paying Agent/Registrar Agreement with the Paying Agent/Registrar in
substantially the form presented at this meeting.
(b) Registration, Transfer, Conversion and Exchange. The Issuer shall keep or cause to
be kept at the corporate trust office of the Paying Agent/Registrar books or records for the
registration of the transfer, conversion and exchange of the Certificates (the “Registration Books”),
and the Issuer hereby appoints the Paying Agent/Registrar as its registrar and transfer agent to keep
such books or records and make such registrations of transfers, conversions and exchanges under
such reasonable regulations as the Issuer and Paying Agent/Registrar may prescribe; and the
Paying Agent/Registrar shall make such registrations, transfers, conversions and exchanges as
herein provided within three days of presentation in due and proper form. The Paying
Agent/Registrar shall obtain and record in the Registration Books the address of the registered
owner of each Certificate to which payments with respect to the Certificates shall be mailed, as
herein provided; but it shall be the duty of each registered owner to notify the Paying
Agent/Registrar in writing of the address to which payments shall be mailed, and such interest
payments shall not be mailed unless such notice has been given. The Issuer shall have the right
to inspect the Registration Books during regular business hours of the Paying Agent/Registrar, but
otherwise the Paying Agent/Registrar shall keep the Registration Books confidential and, unless
otherwise required by law, shall not permit their inspection by any other entity. The Issuer shall
pay the Paying Agent/Registrar’s standard or customary fees and charges for making such
registration, transfer, conversion, exchange and delivery of a substitute Certificate or Certificates.
Registration of assignments, transfers, conversions and exchanges of Certificates shall be made in
the manner provided and with the effect stated in the FORM OF CERTIFICATE set forth in this
Ordinance. Each substitute Certificate shall bear a letter and/or number to distinguish it from
each other Certificate.
(c) Authentication. Except as provided in subsection (i) of this section, an authorized
representative of the Paying Agent/Registrar shall, before the delivery of any such Certificate, date
and manually sign said Certificate, and no such Certificate shall be deemed to be issued or
outstanding unless such Certificate is so executed. The Paying Agent/Registrar promptly shall
cancel all paid Certificates and Certificates surrendered for conversion and exchange. No
additional ordinances, orders or resolutions need be passed or adopted by the governing body of
the Issuer or any other body or person so as to accomplish the foregoing conversion and exchange
4
of any Certificate or portion thereof, and the Paying Agent/Registrar shall provide for the printing,
execution and delivery of the substitute Certificates in the manner prescribed herein. Pursuant to
Subchapter D, Chapter 1201, Texas Government Code, the duty of conversion and exchange of
Certificates as aforesaid is hereby imposed upon the Paying Agent/Registrar, and, upon the
execution of said Certificate, the converted and exchanged Certificate shall be valid, incontestable,
and enforceable in the same manner and with the same effect as the Certificates which initially
were issued and delivered pursuant to this Ordinance, approved by the Attorney General, and
registered by the Comptroller of Public Accounts.
5
(g) Substitute Paying Agent/Registrar. The Issuer reserves the right to, and may, at its
option, change the Paying Agent/Registrar upon not less than 120 days written notice to the Paying
Agent/Registrar, to be effective not later than 60 days prior to the next principal or interest payment
date after such notice. In the event that the entity at any time acting as Paying Agent/Registrar
(or its successor by merger, acquisition, or other method) should resign or otherwise cease to act
as such, the Issuer covenants that promptly it will appoint a competent and legally qualified bank,
trust company, financial institution, or other agency to act as Paying Agent/Registrar under this
Ordinance. Upon any change in the Paying Agent/Registrar, the previous Paying
Agent/Registrar promptly shall transfer and deliver the Registration Books (or a copy thereof),
along with all other pertinent books and records relating to the Certificates, to the new Paying
Agent/Registrar designated and appointed by the Issuer. Upon any change in the Paying
Agent/Registrar, the Issuer promptly will cause a written notice thereof to be sent by the new
Paying Agent/Registrar to each registered owner of the Certificates, by United States mail, first-
class postage prepaid, which notice also shall give the address of the new Paying Agent/Registrar.
(h) Book-Entry Only System. The Certificates issued in exchange for the Certificates
initially issued to the purchaser or purchasers specified herein shall be initially issued in the form
of a separate single fully registered Certificate for each of the maturities thereof and the ownership
of each such Certificate shall be registered in the name of Cede & Co., as nominee of The
Depository Trust Company of New York (“DTC”), and except as provided in subsections (i) and
(j) of this Section, all of the outstanding Certificates shall be registered in the name of Cede & Co.,
as nominee of DTC.
(i) Blanket Letter of Representations. The previous execution and delivery of the Blanket
Issuer Letter of Representations with respect to obligations of the Issuer is hereby ratified and
confirmed; and the provisions thereof shall be fully applicable to the Certificates.
Notwithstanding anything to the contrary contained herein, while the Certificates are subject to
DTC’s Book-Entry Only System and to the extent permitted by law, the Blanket Issuer Letter of
Representations is hereby incorporated herein and its provisions shall prevail over any other
provisions of this Ordinance in the event of conflict.
(j) Certificates Registered in the Name of Cede & Co. With respect to Certificates
registered in the name of Cede & Co., as nominee of DTC, the Issuer and the Paying
Agent/Registrar shall have no responsibility or obligation to any securities brokers and dealers,
banks, trust companies, clearing corporations and certain other organizations on whose behalf
DTC was created (“DTC Participant”) to hold securities to facilitate the clearance and settlement
of securities transactions among DTC Participants or to any person on behalf of whom such a DTC
Participant holds an interest in the Certificates. Without limiting the immediately preceding
sentence, the Issuer and the Paying Agent/Registrar shall have no responsibility or obligation with
respect to (i) the accuracy of the records of DTC, Cede & Co. or any DTC Participant with respect
to any ownership interest in the Certificates, (ii) the delivery to any DTC Participant or any other
person, other than a registered owner of Certificates, as shown on the Registration Books, of any
notice with respect to the Certificates, or (iii) the payment to any DTC Participant or any other
person, other than a registered owner of Certificates, as shown in the Registration Books of any
amount with respect to principal of or interest on the Certificates. Upon delivery by DTC to the
Paying Agent/Registrar of written notice to the effect that DTC has determined to substitute a new
nominee in place of Cede & Co., and subject to the provisions in this Ordinance with respect to
6
interest checks being mailed to the registered owner at the close of business on the Record date,
the words “Cede & Co.” in this Ordinance shall refer to such new nominee of DTC.
7
Depository Trust Company (“DTC”) on behalf of the Initial Purchaser one registered definitive
Certificate for each year of maturity of the Certificates, in the aggregate principal amount of all of
the Certificates for such maturity, registered in the name of Cede & Co., as nominee of DTC. To
the extent that the Paying Agent/Registrar is eligible to participate in DTC’s FAST System,
pursuant to an agreement between the Paying Agent/Registrar and DTC, the Paying
Agent/Registrar shall hold the definitive Certificates in safekeeping for DTC.
8
exchanged is due but has not been paid, then this Certificate shall bear interest from the date to
which such interest has been paid in full.
9
THIS CERTIFICATE is one of a series of Certificates dated August 15, 2024, authorized
in accordance with the Constitution and laws of the State of Texas in the principal amount of
$25,000,000 for paying all or a portion of the Issuer’s contractual obligations incurred in
connection with (i) acquiring and equipping fire trucks for the Anna Fire Department; (ii) acquiring
land sites for future municipal buildings, including a police station and administrative office
buildings housing the public works department; (iii) acquiring, constructing, installing, and
equipping additions, improvements, extensions, and equipment for the Issuer’s sewer system,
including wastewater interceptor line to new wastewater treatment plant, related infrastructure
improvements, and the acquisition of land and interests in land as necessary therefor; and (iv) legal,
fiscal and engineering fees in connection with such projects (collectively, the “Project”).
ON [FEBRUARY 15, 2034], or any date thereafter, the Certificates of this series may be
redeemed prior to their scheduled maturities, at the option of the Issuer, with funds derived from
any available and lawful source, as a whole, or in part and, if in part, the particular Certificates, or
portions thereof, to be redeemed shall be selected and designated by the Issuer (provided that a
portion of a Certificate may be redeemed only in an integral multiple of $5,000), at a redemption
price equal to the principal amount to be redeemed plus accrued interest to the date fixed for
redemption.
THE CERTIFICATES scheduled to mature on February 15 in the years 20__ and 2__ (the
“Term Certificates”) are subject to scheduled mandatory redemption by the Paying
Agent/Registrar by lot, or by any other customary method that results in a random selection, at a
price equal to the principal amount thereof, plus accrued interest to the redemption date, out of
moneys available for such purpose in the interest and sinking fund for the Certificates, on the dates
and in the respective principal amounts, set forth in the following schedule:
Term Certificate
Maturity: February 15, 20__
Term Certificate
Maturity: February 15, 20__
Mandatory Redemption
Date
Principal
Amount($)
Mandatory Redemption
Date
Principal
Amount($)
February 15, 20__February 15, 20__
February 15, 20__February 15, 20__
February 15, 20__February 15, 20__
The principal amount of Term Certificates of a stated maturity required to be redeemed on any
mandatory redemption date pursuant to the operation of the mandatory sinking fund redemption
provisions shall be reduced, at the option of the Issuer, by the principal amount of any Term
Certificates of the same maturity which, at least 45 days prior to a mandatory redemption date (1)
shall have been acquired by the Issuer at a price not exceeding the principal amount of such Term
Certificates plus accrued interest to the date of purchase thereof, and delivered to the Paying
Agent/Registrar for cancellation, (2) shall have been purchased and canceled by the Paying
Agent/Registrar at the request of the Issuer at a price not exceeding the principal amount of such
Term Certificates plus accrued interest to the date of purchase, or (3) shall have been redeemed
pursuant to the optional redemption provisions and not theretofore credited against a mandatory
redemption requirement.
10
AT LEAST 30 days prior to the date fixed for any redemption of Certificates or portions
thereof prior to maturity a written notice of such redemption shall be sent by the Paying
Agent/Registrar by United States mail, first-class postage prepaid, to the registered owner of each
Certificate to be redeemed at its address as it appeared on the 45th day prior to such redemption
date; provided, however, that the failure of the registered owner to receive such notice, or any
defect therein or in the sending or mailing thereof, shall not affect the validity or effectiveness of
the proceedings for the redemption of any Certificate. By the date fixed for any such redemption
due provision shall be made with the Paying Agent/Registrar for the payment of the required
redemption price for the Certificates or portions thereof that are to be so redeemed. If such
written notice of redemption is sent and if due provision for such payment is made, all as provided
above, the Certificates or portions thereof that are to be so redeemed thereby automatically shall
be treated as redeemed prior to their scheduled maturities, and they shall not bear interest after the
date fixed for redemption, and they shall not be regarded as being outstanding except for the right
of the registered owner to receive the redemption price from the Paying Agent/Registrar out of the
funds provided for such payment. If a portion of any Certificate shall be redeemed, a substitute
Certificate or Certificates having the same maturity date, bearing interest at the same rate, in any
denomination or denominations in any integral multiple of $5,000, at the written request of the
registered owner, and in aggregate principal amount equal to the unredeemed portion thereof, will
be issued to the registered owner upon the surrender thereof for cancellation, at the expense of the
Issuer, all as provided in the Certificate Ordinance.
IF AT THE TIME OF MAILING of notice of optional redemption there shall not have
either been deposited with the Paying Agent/Registrar or legally authorized escrow agent
immediately available funds sufficient to redeem all the Certificates called for redemption, such
notice may state that it is conditional, and is subject to the deposit of the redemption moneys with
the Paying Agent/Registrar or legally authorized escrow agent at or prior to the redemption date,
and such notice shall be of no effect unless such moneys are so deposited on or prior to the
redemption date. If such redemption is not effectuated, the Paying Agent/Registrar shall, within
five days thereafter, give notice in the manner in which the notice of redemption was given that
such moneys were not so received and shall rescind the redemption.
ALL CERTIFICATES OF THIS SERIES are issuable solely as fully registered certificates,
without interest coupons, in the denomination of any integral multiple of $5,000. As provided in
the Certificate Ordinance, this Certificate may, at the request of the registered owner or the
assignee or assignees hereof, be assigned, transferred, converted into and exchanged for a like
aggregate principal amount of fully registered certificates, without interest coupons, payable to the
appropriate registered owner, assignee or assignees, as the case may be, having the same
denomination or denominations in any integral multiple of $5,000 as requested in writing by the
appropriate registered owner, assignee or assignees, as the case may be, upon surrender of this
Certificate to the Paying Agent/Registrar for cancellation, all in accordance with the form and
procedures set forth in the Certificate Ordinance. Among other requirements for such assignment
and transfer, this Certificate must be presented and surrendered to the Paying Agent/Registrar,
together with proper instruments of assignment, in form and with guarantee of signatures
satisfactory to the Paying Agent/Registrar, evidencing assignment of this Certificate or any portion
or portions hereof in any integral multiple of $5,000 to the assignee or assignees in whose name
or names this Certificate or any such portion or portions hereof is or are to be registered. The
form of Assignment printed or endorsed on this Certificate may be executed by the registered
11
owner to evidence the assignment hereof, but such method is not exclusive, and other instruments
of assignment satisfactory to the Paying Agent/Registrar may be used to evidence the assignment
of this Certificate or any portion or portions hereof from time to time by the registered owner.
The Paying Agent/Registrar’s reasonable standard or customary fees and charges for assigning,
transferring, converting and exchanging any Certificate or portion thereof will be paid by the
Issuer. In any circumstance, any taxes or governmental charges required to be paid with respect
thereto shall be paid by the one requesting such assignment, transfer, conversion or exchange, as
a condition precedent to the exercise of such privilege. The Paying Agent/Registrar shall not be
required to make any such transfer, conversion, or exchange (i) during the period commencing
with the close of business on any Record Date and ending with the opening of business on the next
following principal or interest payment date, or (ii) with respect to any Certificate or any portion
thereof called for redemption prior to maturity, within 45 days prior to its redemption date.
12
manual or facsimile signature of the City Secretary of said Issuer, and has caused the official seal
of the Issuer to be duly impressed, or placed in facsimile, on this Certificate.
13
NOTICE: Signature(s) must be guaranteed by
an eligible guarantor institution participating in
a securities transfer association recognized
signature guarantee program.
NOTICE: The signature above must
correspond with the name of the registered
owner as it appears upon the front of this
Certificate in every particular, without
alteration or enlargement or any change
whatsoever.
(d) Form of Registration Certificate of the Comptroller of Public Accounts.
COMPTROLLER’S REGISTRATION CERTIFICATE: REGISTER NO.
I hereby certify that this Certificate has been examined, certified as to validity and approved
by the Attorney General of the State of Texas, and that this Certificate has been registered by the
Comptroller of Public Accounts of the State of Texas.
Witness my signature and seal this .
Comptroller of Public Accounts of the State of Texas
(COMPTROLLER’S SEAL)
(e) Initial Certificate Insertions.
(i) The initial Certificate shall be in the form set forth is paragraph (a) of this
Section, except that:
A. immediately under the name of the Certificate, the headings “Interest
Rate” and “Maturity Date” shall both be completed with the words “As shown
below” and “CUSIP No. _____” shall be deleted.
B. the first paragraph shall be deleted and the following will be inserted:
“THE CITY OF ANNA, TEXAS, in Collin County, Texas (the “Issuer”), being a political
subdivision and municipal corporation of the State of Texas, hereby promises to pay to the
Registered Owner specified above, or registered assigns (hereinafter called the “Registered
Owner”), on February 15 in each of the years, in the principal installments and bearing interest at
the per annum rates set forth in the following schedule:
Years Principal Amounts Interest Rates
(Information from Section 2 to be inserted)
The Issuer promises to pay interest on the unpaid principal amount hereof (calculated on the basis
of a 360-day year of twelve 30-day months) from the Delivery Date specified above at the
respective Interest Rate per annum specified above. Interest is payable on February 15, 2025,
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and semiannually on each August 15 and February 15 thereafter to the date of payment of the
principal installment specified above, or the date of redemption prior to maturity; except, that if
this Certificate is required to be authenticated and the date of its authentication is later than the
first Record Date (hereinafter defined), such Principal Amount shall bear interest from the interest
payment date next preceding the date of authentication, unless such date of authentication is after
any Record Date but on or before the next following interest payment date, in which case such
principal amount shall bear interest from such next following interest payment date; provided,
however, that if on the date of authentication hereof the interest on the Certificate or Certificates,
if any, for which this Certificate is being exchanged is due but has not been paid, then this
Certificate shall bear interest from the date to which such interest has been paid in full.”
15
the Interest and Sinking Fund in advance of the time when ad valorem taxes are scheduled to be
levied for any year, then the amount of taxes that otherwise would have been required to be levied
pursuant to subsection (a) of this section may be reduced to the extent and by the amount of the
Surplus Revenues or other lawfully available funds then on deposit, or Surplus Revenues budgeted
for deposit as hereinafter provided, in the Interest and Sinking Fund. However, if the Surplus
Revenues are budgeted for deposit into the Interest and Sinking Fund, the Issuer:
th of the annual debt service on the Certificates to be paid from
Surplus Revenues until the amount on deposit in the Interest and Sinking Fund, together
with the amount of ad valorem taxes levied for the Interest and Sinking Fund, equals the
amount required for annual debt service on the Certificates;
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either (i) shall have been made or caused to be made in accordance with the terms thereof, or
(ii) shall have been provided for on or before such due date by irrevocably depositing with or
making available to the Paying Agent/Registrar in accordance with an escrow agreement or other
instrument (the “Future Escrow Agreement”) for such payment (1) lawful money of the United
States of America sufficient to make such payment or (2) Defeasance Securities that mature as to
principal and interest in such amounts and at such times as will insure the availability, without
reinvestment, of sufficient money to provide for such payment, and when proper arrangements
have been made by the Issuer with the Paying Agent/Registrar for the payment of its services until
all Defeased Certificates shall have become due and payable. At such time as a Certificate shall
be deemed to be a Defeased Certificate hereunder, as aforesaid, such Certificate and the interest
thereon shall no longer be secured by, payable from, or entitled to the benefits of, the ad valorem
taxes herein levied and pledged or the pledge of Surplus Revenues as provided in this Ordinance,
and such principal and interest shall be payable solely from such money or Defeasance Securities,
and thereafter the Issuer will have no further responsibility with respect to amounts available to
such paying agent (or other financial institution permitted by applicable law) for the payment of
such Defeased Certificates, including any insufficiency therein caused by the failure of such
paying agent (or other financial institution permitted by applicable law) to receive payment when
due on the Defeasance Securities. Notwithstanding any other provision of this Ordinance to the
contrary, it is hereby provided that any determination not to redeem Defeased Certificates that is
made in conjunction with the payment arrangements specified in subsection 6(a)(i) or (ii) shall not
be irrevocable, provided that: (1) in the proceedings providing for such payment arrangements, the
Issuer expressly reserves the right to call the Defeased Certificates for redemption; (2) gives notice
of the reservation of that right to the owners of the Defeased Certificates immediately following
the making of the payment arrangements; and (3) directs that notice of the reservation be included
in any redemption notices that it authorizes.
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Certificates the same as if they had not been defeased, and the Issuer shall make proper
arrangements to provide and pay for such services as required by this Ordinance.
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governing body of the Issuer or any other body or person, and the duty of the replacement of such
certificates is hereby authorized and imposed upon the Paying Agent/Registrar, and the Paying
Agent/Registrar shall authenticate and deliver such Certificates in the form and manner and with
the effect, as provided in Section 3(a) of this Ordinance for Certificates issued in conversion and
exchange for other Certificates.
B
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(A) proceeds of the Certificates invested for a reasonable temporary
period of 3 years or less, or, in the case of refunding bonds, for a period of 90 days
or less, until such proceeds are needed for the purpose for which the Certificates or
refunding bonds are issued,
(B) amounts invested in a bona fide debt service fund, within the meaning
of section 1.148-1(b) of the rules and regulations of the United States Department
of the Treasury (the “Treasury Regulations”), and
(C) amounts deposited in any reasonably required reserve or replacement
fund to the extent such amounts do not exceed 10 percent of the proceeds of the
Certificates;
(7) to otherwise restrict the use of the proceeds of the Certificates or amounts
treated as proceeds of the Certificates, as may be necessary, so that the Certificates do not
otherwise contravene the requirements of section 148 of the Code (relating to arbitrage);
(8) to refrain from using the proceeds of the Certificates to pay debt service on
another issue more than 90 days after the date of issue of the Certificates in contravention
of the requirements of section 149(d) of the Code (relating to advance refundings);
(9) to pay to the United States of America at least once during each five-year
period (beginning on the date of delivery of the Certificates) an amount that is at least equal
to 90 percent of the “Excess Earnings,” within the meaning of section 148(f) of the Code
and to pay to the United States of America, not later than 60 days after the Certificates have
been paid in full, 100 percent of the amount then required to be paid as a result of Excess
Earnings under section 148(f) of the Code; and
(10) to assure that the proceeds of the Certificates will be used solely for new
money projects.
(b) Rebate Fund. In order to facilitate compliance with the above covenant (a)(8), a
“Rebate Fund” is hereby established by the Issuer for the sole benefit of the United States of
America, and such Fund shall not be subject to the claim of any other person, including without
limitation the holders of the Certificates. The Rebate Fund is established for the additional
purpose of compliance with section 148 of the Code.
(c) Use of Proceeds. For purposes of the foregoing covenants (a)(1) and (a)(2), the
Issuer understands that the term “proceeds” includes “disposition proceeds” as defined in the
Treasury Regulations and, in the case of refunding bonds, transferred proceeds (if any) and
proceeds of the refunded bonds expended prior to the date of issuance of the Certificates. It is
the understanding of the Issuer that the covenants contained herein are intended to assure
compliance with the Code and any regulations or rulings promulgated by the U.S. Department of
the Treasury pursuant thereto. In the event that regulations or rulings are hereafter promulgated
that modify or expand provisions of the Code, as applicable to the Certificates, the Issuer will not
be required to comply with any covenant contained herein to the extent that such failure to comply,
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in the opinion of nationally recognized bond counsel, will not adversely affect the exemption from
federal income taxation of interest on the Certificates under section 103 of the Code. In the event
that regulations or rulings are hereafter promulgated that impose additional requirements
applicable to the Certificates, the Issuer agrees to comply with the additional requirements to the
extent necessary, in the opinion of nationally recognized bond counsel, to preserve the exemption
from federal income taxation of interest on the Certificates under section 103 of the Code. In
furtherance of such intention, the Issuer hereby authorizes and directs the City Manager and
Finance Director of the City to execute any documents, certificates or reports required by the Code
and to make such elections, on behalf of the Issuer, that may be permitted by the Code as are
consistent with the purpose for the issuance of the Certificates.
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name of the Initial Purchaser or the Initial Purchaser’s nominee. It is officially found,
determined, and declared that the terms of this sale are the most advantageous reasonably
obtainable.
22
Section 10. CUSTODY, APPROVAL, AND REGISTRATION OF CERTIFICATES;
BOND COUNSEL’S OPINION; CUSIP NUMBERS AND CONTINGENT INSURANCE
PROVISION, IF OBTAINED; ENGAGEMENT OF BOND COUNSEL.
(a) The Mayor of the Issuer is hereby authorized to have control of the Certificates
initially issued and delivered hereunder and all necessary records and proceedings pertaining to
the Certificates pending their delivery and their investigation, examination, and approval by the
Attorney General of the State of Texas, and their registration by the Comptroller of Public
Accounts of the State of Texas. Upon registration of the Certificates said Comptroller of Public
Accounts (or a deputy designated in writing to act for said Comptroller) shall manually sign the
Comptroller’s Registration Certificate attached to such Certificates, and the seal of said
Comptroller shall be impressed, or placed in facsimile, on such Certificate. The approving legal
opinion of the Issuer’s Bond Counsel and the assigned CUSIP numbers may, at the option of the
Issuer, be printed on the Certificates issued and delivered under this Ordinance, but neither shall
have any legal effect, and shall be solely for the convenience and information of the registered
owners of the Certificates. In addition, if bond insurance is obtained, the Certificates may bear
an appropriate legend as provided by the insurer.
(b) The obligation of the Initial Purchaser to accept delivery of the Certificates is subject
to the Initial Purchaser being furnished with the final, approving opinion of McCall, Parkhurst &
Horton L.L.P., bond counsel to the Issuer, which opinion shall be dated as of and delivered on the
date of initial delivery of the Certificates to the Initial Purchaser. The engagement of such firm
as bond counsel to the Issuer in connection with issuance, sale and delivery of the Certificates is
hereby approved and confirmed. The execution and delivery of an engagement letter between
the Issuer and such firm, with respect to such services as bond counsel, is hereby authorized in
such form as may be approved by the Mayor, and the Mayor is hereby authorized to execute such
engagement letter.
Section 11. INTEREST EARNINGS ON CERTIFICATE PROCEEDS. Interest
earnings derived from the investment of proceeds from the sale of the Certificates shall be used
along with other certificate proceeds for the Project; provided that after completion of such
purpose, if any of such interest earnings remain on hand, such interest earnings shall be deposited
in the Interest and Sinking Fund. It is further provided, however, that any interest earnings on
certificate proceeds that are required to be rebated to the United States of America pursuant to
Section 9 hereof in order to prevent the Certificates from being arbitrage bonds shall be so rebated
and not considered as interest earnings for the purposes of this Section.
Section 12. CONSTRUCTION FUND; SECURITY FOR DEPOSITS.
(a) The Issuer hereby creates and establishes and shall maintain on the books of the Issuer
a separate fund to be entitled the “Series 2024 Certificate of Obligation Construction Fund” (the
“Construction Fund”) for use by the Issuer for payment of all lawful costs associated with the
acquisition and construction of the Project as hereinbefore provided. Upon payment of all such
costs, any moneys remaining on deposit in said Fund shall be transferred to the Interest and Sinking
Fund. Amounts so deposited to the Interest and Sinking Fund shall be used in the manner
described in Section 5 of this Ordinance.
23
(b) The Issuer may place proceeds of the Certificates (including investment earnings
thereon) and amounts deposited into the Interest and Sinking Fund in investments authorized by
the Public Funds Investment Act, Chapter 2256, Texas Government Code, as amended; provided,
however, that the Issuer hereby covenants that the proceeds of the sale of the Certificates will be
used as soon as practicable for the purposes for which the Certificates are issued.
(c) All deposits authorized or required by this Ordinance shall be secured to the fullest
extent required by law for the security of public funds.
Section 13. COMPLIANCE WITH RULE 15c2-12.
(a) Annual Reports. The Issuer shall provide annually to the MSRB, in the electronic
format prescribed by the MSRB, within twelve months after the end of each fiscal year, financial
information and operating data with respect to the Issuer of the general type included in the Official
Statement under Tables 1 through 5 and 7 through 14 and in APPENDIX B, which is the Issuer’s
audited financial statement. The Issuer will update and provide the information in the numbered
tables within six months after the end of each fiscal year ending in and after 2024. The Issuer will
additionally provide audited financial statements within 12 months after the end of each fiscal year
ending in or after 2024. Any financial information so to be provided shall be (1) prepared in
accordance with the accounting principles described in the financial statements of the Issuer
appended to the Official Statement, or such other accounting principles as the Issuer may be
required to employ from time to time pursuant to state law or regulation, and (2) audited, if the
Issuer commissions an audit of such statements and the audit is completed within the period during
which they must be provided. If the audit of such financial statements is not completed within
such period, then the Issuer shall provide unaudited financial information of the type described in
the numbered tables above within such period, and audited financial statements for the applicable
fiscal year to the MSRB, when and if the audit report on such statements become available.
If the Issuer changes its fiscal year, it will notify the MSRB of the change (and of the date
of the new fiscal year end) prior to the next date by which the Issuer otherwise would be required
to provide financial information and operating data pursuant to this Section. The financial
information and operating data to be provided pursuant to this Section may be set forth in full in
one or more documents or may be included by specific reference to any documents available to
the public on the MSRB’s internet website or filed with the SEC. All documents provided to the
MSRB shall be accompanied by identifying information as prescribed by the MSRB.
(b) Event Notices. The Issuer shall notify the MSRB in an electronic format as
prescribed by the MSRB, in a timely manner (but not in excess of ten business days after the
occurrence of the event) of any of the following events with respect to the Certificates:
1. Principal and interest payment delinquencies;
2. Non-payment related defaults, if material;
3. Unscheduled draws on debt service reserves reflecting financial difficulties;
4. Unscheduled draws on credit enhancements reflecting financial difficulties;
5. Substitution of credit or liquidity providers, or their failure to perform;
6. Adverse tax opinions or the issuance by the Internal Revenue Service of proposed
or final determinations of taxability, Notices of Proposed Issue (IRS Form 5701–
24
TEB) or other material notices or determinations with respect to the tax-exempt
status of the Certificates, or other material events affecting the tax-exempt status of
the Certificates;
7. Modifications to rights of certificateholders, if material;
8. Certificate calls, if material, and tender offers;
9. Defeasances;
10. Release, substitution, or sale of property securing repayment of the Certificates, if
material;
11. Rating changes;
12. Bankruptcy, insolvency, receivership or similar event of an obligated person (which
is considered to occur when any of the following occur: the appointment of a
receiver, fiscal agent, or similar officer for the Issuer in a proceeding under the
United States Bankruptcy Code or in any other proceeding under state or federal
law in which a court or governmental authority has assumed jurisdiction over
substantially all of the assets or business of the Issuer, or if such jurisdiction has
been assumed by leaving the existing governing body and officials or officers in
possession but subject to the supervision and orders of a court or governmental
authority, or the entry of an order confirming a plan of reorganization, arrangement,
or liquidation by a court or governmental authority having supervision or
jurisdiction over substantially all of the assets or business of the Issuer);
13. The consummation of a merger, consolidation, or acquisition involving an
obligated person or the sale of all or substantially all of the assets of the obligated
person, other than in the ordinary course of business, the entry into a definitive
agreement to undertake such an action or the termination of a definitive agreement
relating to any such actions, other than pursuant to its terms, if material;
14. Appointment of a successor or additional trustee or the change of name of a trustee,
if material;
15 Incurrence of a Financial Obligation of the Issuer, if material, or agreement to
covenants, events of default, remedies, priority rights, or other similar terms of a
Financial Obligation of the Issuer, any of which affect security holders, if material;
and
16 Default, event of acceleration, termination event, modification of terms, or other
similar events under the terms of a Financial Obligation of the Issuer, any of which
reflect financial difficulties.
The Issuer shall notify the MSRB, in a timely manner, of any failure by the Issuer to
provide financial information or operating data in accordance with subsection (b) of this Section
by the time required by such subsection.
(c) Limitations, Disclaimers, and Amendments.
(i) The Issuer shall be obligated to observe and perform the covenants specified
in this Section for so long as, but only for so long as, the Issuer remains an “obligated
person” with respect to the Certificates within the meaning of the Rule, except that the
Issuer in any event will give the notice required by Subsection (d) hereof of any Certificate
calls and defeasance that cause the Issuer to no longer be such an “obligated person”.
25
(ii) The provisions of this Section are for the sole benefit of the registered owners
and beneficial owners of the Certificates, and nothing in this Section, express or implied,
shall give any benefit or any legal or equitable right, remedy, or claim hereunder to any
other person. The Issuer undertakes to provide only the financial information, operating
data, financial statements, and notices which it has expressly agreed to provide pursuant to
this Section and does not hereby undertake to provide any other information that may be
relevant or material to a complete presentation of the Issuer’s financial results, condition,
or prospects or hereby undertake to update any information provided in accordance with
this Section or otherwise, except as expressly provided herein. The Issuer does not make
any representation or warranty concerning such information or its usefulness to a decision
to invest in or sell Certificates at any future date.
(iii) UNDER NO CIRCUMSTANCES SHALL THE ISSUER BE LIABLE TO
THE REGISTERED OWNER OR BENEFICIAL OWNER OF ANY CERTIFICATE OR
ANY OTHER PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN
WHOLE OR IN PART FROM ANY BREACH BY THE ISSUER, WHETHER
NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT
SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND REMEDY OF ANY SUCH
PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF ANY SUCH
BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC
PERFORMANCE.
(iv) No default by the Issuer in observing or performing its obligations under this
Section shall comprise a breach of or default under the Ordinance for purposes of any other
provision of this Ordinance. Nothing in this Section is intended or shall act to disclaim,
waive, or otherwise limit the duties of the Issuer under federal and state securities laws.
(v) The provisions of this Section may be amended by the Issuer from time to time
to adapt to changed circumstances that arise from a change in legal requirements, a change
in law, or a change in the identity, nature, status, or type of operations of the Issuer, but
only if (1) the provisions of this Section, as so amended, would have permitted an
underwriter to purchase or sell Certificates in the primary offering of the Certificates in
compliance with the Rule, taking into account any amendments or interpretations of the
Rule since such offering as well as such changed circumstances and (2) either (a) the
registered owners of a majority in aggregate principal amount (or any greater amount
required by any other provision of this Ordinance that authorizes such an amendment) of
the outstanding Certificates consent to such amendment or (b) a person that is unaffiliated
with the Issuer (such as nationally recognized bond counsel) determined that such
amendment will not materially impair the interest of the registered owners and beneficial
owners of the Certificates. If the Issuer so amends the provisions of this Section, it shall
include with any amended financial information or operating data next provided in
accordance with subsection (a) of this Section an explanation, in narrative form, of the
reason for the amendment and of the impact of any change in the type of financial
information or operating data so provided. The Issuer may also amend or repeal the
provisions of this continuing disclosure agreement if the SEC amends or repeals the
applicable provision of the Rule or a court of final jurisdiction enters judgment that such
provisions of the Rule are invalid, but only if and to the extent that the provisions of this
26
sentence would not prevent an underwriter from lawfully purchasing or selling Certificates
in the primary offering of the Certificates.
(e) Definitions. As used in this Section, the following terms have the meanings ascribed
to such terms below:
(i) “MSRB” means the Municipal Securities Rulemaking Board or any successor to its
functions under the Rule.
(ii) “Rule” means SEC Rule 15c2 12, as amended from time to time.
(iii) “SEC” means the United States Securities and Exchange Commission.
(iv) “Financial Obligation” means a (a) debt obligation; (b) derivative instrument
entered into in connection with, or pledged as security or a source of payment for, an
existing or planned debt obligation; or (c) guarantee of a debt obligation or any such
derivative instrument; provided that “financial obligation” shall not include municipal
securities (as defined in the Securities Exchange Act of 1934, as amended) as to which a
final official statement (as defined in the Rule) has been provided to the MSRB consistent
with the Rule.
Section 14. METHOD OF AMENDMENT. The Issuer hereby reserves the right to
amend this Ordinance subject to the following terms and conditions, to-wit:
(a) The Issuer may from time to time, without the consent of any holder, except as
otherwise required by paragraph (b) below, amend or supplement this Ordinance in order to
(i) cure any ambiguity, defect or omission in this Ordinance that does not materially adversely
affect the interests of the holders, (ii) grant additional rights or security for the benefit of the
holders, (iii) add events of default as shall not be inconsistent with the provisions of this Ordinance
and that shall not materially adversely affect the interests of the holders, (iv) qualify this Ordinance
under the Trust Indenture Act of 1939, as amended, or corresponding provisions of federal laws
from time to time in effect, or (v) make such other provisions in regard to matters or questions
arising under this Ordinance as shall not be inconsistent with the provisions of this Ordinance and
that shall not in the opinion of the Issuer’s Bond Counsel materially adversely affect the interests
of the holders.
(b) Except as provided in paragraph (a) above, the holders of Certificates aggregating in
principal amount 51% of the aggregate principal amount of then outstanding Certificates that are
the subject of a proposed amendment shall have the right from time to time to approve any
amendment hereto that may be deemed necessary or desirable by the Issuer; provided, however,
that without the consent of 100% of the holders in aggregate principal amount of the then
outstanding Certificates, nothing herein contained shall permit or be construed to permit
amendment of the terms and conditions of this Ordinance or in any of the Certificates so as to:
(1) Make any change in the maturity of any of the outstanding Certificates;
(2) Reduce the rate of interest borne by any of the outstanding Certificates;
27
(3) Reduce the amount of the principal of, or redemption premium, if any, payable
on any outstanding Certificates;
(4) Modify the terms of payment of principal or of interest or redemption
premium on outstanding Certificates or any of them or impose any condition with respect
to such payment; or
(5) Change the minimum percentage of the principal amount of any series of
Certificates necessary for consent to such amendment.
(c) If at any time the Issuer shall desire to amend this Ordinance under this Section, the
Issuer shall send by U.S. mail to each registered owner of the affected Certificates a copy of the
proposed amendment and cause notice of the proposed amendment to be published at least once
in a financial publication published in the City of New York, New York or in the State of Texas.
Such published notice shall briefly set forth the nature of the proposed amendment and shall state
that a copy thereof is on file at the office of the Issuer for inspection by all holders of such
Certificates.
(d) Whenever at any time within one year from the date of publication of such notice the
Issuer shall receive an instrument or instruments executed by the holders of at least 51% in
aggregate principal amount of all of the Certificates then outstanding that are required for the
amendment, which instrument or instruments shall refer to the proposed amendment and that shall
specifically consent to and approve such amendment, the Issuer may adopt the amendment in
substantially the same form.
(e) Upon the adoption of any amendatory Ordinance pursuant to the provisions of this
Section, this Ordinance shall be deemed to be modified and amended in accordance with such
amendatory Ordinance, and the respective rights, duties, and obligations of the Issuer and all
holders of such affected Certificates shall thereafter be determined, exercised, and enforced,
subject in all respects to such amendment.
(f) Any consent given by the holder of a Certificate pursuant to the provisions of this
Section shall be irrevocable for a period of six months from the date of the publication of the notice
provided for in this Section, and shall be conclusive and binding upon all future holders of the
same Certificate during such period. Such consent may be revoked at any time after six months
from the date of the publication of said notice by the holder who gave such consent, or by a
successor in title, by filing notice with the Issuer, but such revocation shall not be effective if the
holders of 51% in aggregate principal amount of the affected Certificates then outstanding, have,
prior to the attempted revocation, consented to and approved the amendment.
(g) For the purposes of establishing ownership of the Certificates, the Issuer shall rely
solely upon the registration of the ownership of such Certificates on the registration books kept by
the Paying Agent/Registrar.
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Section 15. DEFAULT AND REMEDIES
(a) Events of Default. Each of the following occurrences or events for the purpose of
this Ordinance is hereby declared to be an Event of Default:
(i) the failure to make payment of the principal of or interest on any of the
Certificates when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement or
obligation of the Issuer, the failure to perform which materially, adversely affects the rights
of the registered owners of the Certificates, including, but not limited to, their prospect or
ability to be repaid in accordance with this Ordinance, and the continuation thereof for a
period of 60 days after notice of such default is given by any Registered Owner to the
Issuer.
(b) Remedies for Default.
(i) Upon the happening of any Event of Default, then and in every case, any
Registered Owner or an authorized representative thereof, including, but not limited to, a
trustee or trustees therefor, may proceed against the Issuer for the purpose of protecting
and enforcing the rights of the Registered Owners under this Ordinance, by mandamus or
other suit, action or special proceeding in equity or at law, in any court of competent
jurisdiction, for any relief permitted by law, including the specific performance of any
covenant or agreement contained herein, or thereby to enjoin any act or thing that may be
unlawful or in violation of any right of the Registered Owners hereunder or any
combination of such remedies.
(ii) It is provided that all such proceedings shall be instituted and maintained for
the equal benefit of all Registered Owners of Certificates then outstanding.
(c) Remedies Not Exclusive.
(i) No remedy herein conferred or reserved is intended to be exclusive of any
other available remedy or remedies, but each and every such remedy shall be cumulative
and shall be in addition to every other remedy given hereunder or under the Certificates or
now or hereafter existing at law or in equity; provided, however, that notwithstanding any
other provision of this Ordinance, the right to accelerate the debt evidenced by the
Certificates shall not be available as a remedy under this Ordinance.
(ii) The exercise of any remedy herein conferred or reserved shall not be deemed
a waiver of any other available remedy.
(iii) By accepting the delivery of a Certificate authorized under this Ordinance,
such Registered Owner agrees that the certifications required to effectuate any covenants or
representations contained in this Ordinance do not and shall never constitute or give rise to a
personal or pecuniary liability or charge against the officers, employees or agents of the City or
the City Council.
29
Section 16. APPROPRIATION. To pay the debt service coming due on the
Certificates, if any, prior to receipt of the taxes levied to pay such debt service, there is hereby
appropriated from current funds on hand, which are hereby certified to be on hand and available
for such purpose, an amount sufficient to pay such debt service, and such amount shall be used for
no other purpose.
Section 17. EFFECTIVE DATE. In accordance with the provisions of Texas
Government Code, Section 1201.028, this Ordinance shall be effective immediately upon its
adoption by the City Council.
Section 18. SEVERABILITY. If any section, article, paragraph, sentence, clause,
phrase or word in this Ordinance, or application thereof to any persons or circumstances is held
invalid or unconstitutional by a court of competent jurisdiction, such holding shall not affect the
validity of the remaining portion of this Ordinance, despite such invalidity, which remaining
portions shall remain in full force and effect.
Section 19. REIMBURSEMENT. This Ordinance is intended to satisfy the official
intent requirements set forth in Section 1.150-2 of the Treasury Regulations.
Section 20. PREMIUM. The Certificates are being sold at a net aggregate premium
equal to $__________, of which amount $__________ shall be used to pay costs of issuance and
$__________ shall be deposited to the Construction Fund established pursuant to Section 12
hereof and used to pay the lawful costs of the Projects.
Signature page to
SIGNED AND SEALED ON AUGUST 13, 2024
Carrie L. Land, City Secretary Pete Cain, Mayor
(City Seal)
Item No. 7.g.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Bernie Parker
AGENDA ITEM:
Consider/Discuss/Action on a Resolution of The City Of Anna, Texas determining the
costs of Certain Authorized Improvements to be financed by The Woods at Lindsey
Place Public Improvement District; approving a Preliminary Service Plan and
Assessment Plan, including Proposed Assessment Rolls; Calling a Regular Meeting
and Noticing a Public Hearing for August 27, 2024 to consider an Ordinance Levying
Assessments on Property Located within Improvement Area #2 of The Woods at
Lindsey Place Public Improvement District; Directing the Filing of the Proposed
Assessment Rolls with the City Secretary to make Available for Public Inspection;
Directing City Staff to Publish and Mail Notice of said Public Hearing; and Resolving
other Matters Incident and Related Thereto. (Director of Economic Development Bernie
Parker).
SUMMARY:
Staff recommends the City Council approve a Resolution of The City Of Anna, Texas
determining the costs of Certain Authorized Improvements to be financed by The
Woods at Lindsey Place Public Improvement District; approving a Preliminary Service
Plan and Assessment Plan, including Proposed Assessment Rolls; Calling a Regular
Meeting and Noticing a Public Hearing for August 27, 2024 to consider an Ordinance
Levying Assessments on Property Located within Improvement Area #2 of The Woods
at Lindsey Place Public Improvement District; Directing the Filing of the Proposed
Assessment Rolls with the City Secretary to make Available for Public Inspection;
Directing City Staff to Publish and Mail Notice of said Public Hearing; and Resolving
other Matters Incident and Related Thereto.
FINANCIAL IMPACT:
The city will receive approximately $3.23 million in PID fees.
BACKGROUND:
On February 14, 2023, the City Council passed and approved Resolution No. 2023-02-
1379 authorizing the establishment of the District in accordance with the PID Act, which
authorization was effective upon publication as required by the PID Act. The purpose of
the District is to finance the Actual Costs of Authorized Improvements that confer a
special benefit on approximately 198.006 acres located within the corporate limits of the
City, as described by the legal description on Exhibit L-1 and depicted on Exhibit A-1.
(Of the Attached PSAP Document from P3)
On March 14, 2023, the City Council approved the Original Service and Assessment
Plan and levied the Improvement Area #1 Assessments to finance the Improvement
Area #1 Projects to be constructed for the benefit of the Improvement Area #1
Assessed Property within the District by approving Ordinance No. 1036-2023-03. The
Original Service and Assessment Plan identified the Improvement Area #1 Authorized
Improvements to be provided by the District, the costs of the Improvement Area #1
Authorized Improvements, the indebtedness to be incurred for the Improvement Area #1
Authorized Improvements, and the manner of assessing the property in the District for
the costs of the Improvement Area #1 Authorized Improvements. The City also adopted
an Assessment Roll for Improvement Area #1, identifying the Assessment on each Lot
Type within Improvement Area #1, based on the method of assessment identified in the
Original Service and Assessment Plan.
On September 12, 2023, the City Council approved the 2023 Amended and Restated
Service and Assessment Plan which served to amend and restate the Original Service
and Assessment Plan in its entirety for the purposes of (1) issuing the Improvement
Area #1 Bonds; and (2) updating the Improvement Area #1 Assessment Roll.
This 2024 Amended and Restated Service and Assessment Plan serves to amend and
restate the 2023 Amended and Restated Service and Assessment Plan in its entirety for
the purposes of (1) identifying the Improvement Area #2 Authorized Improvements to be
provided by the District; (2) identifying the costs of the Improvement Area #2 Authorized
Improvements (3) identifying the indebtedness to be incurred for the Improvement Area
#2-A Authorized Improvements, and the manner of assessing the Improvement Area
#2-A Assessed Property for the costs of the Improvement Area #2-A Authorized
Improvements; (4) identifying the indebtedness to be incurred for the Improvement Area
#2-B Authorized Improvements, and the manner of assessing the Improvement Area
#2-B Assessed Property for the costs of the Improvement Area #2-B Authorized
Improvements; (5) levying the Improvement Area #2-A Assessments for Improvement
Area #2-A Assessed Property; (6) levying the Improvement Area #2-B Assessments for
Improvement Area #2-B Assessed Property; (7) updating the Improvement Area #1
Assessment Roll; (8) approving the Improvement Area #2-A Assessment Roll; and (9)
approving the Improvement Area #2-B Assessment Roll.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique and Vibrant.
ATTACHMENTS:
1. RESOLUTION DETERMINIG COST AND 2024-08-06_ANN_Lindsey Place_AR
IA#2 PSAP_final
CERTIFICATE FOR RESOLUTION
THE STATE OF TEXAS
COLLIN COUNTY
CITY OF ANNA
We, the undersigned officers of the City of Anna, Texas (the “City”), hereby certify as
follows:
1. The City Council (the “Council”) of the City convened in a regular meeting on
August 13, 2024, at the regular designated meeting place, and the roll was called of the duly
constituted officers and members of the Council, to wit:
Pete Cain, Mayor Lee Miller, Council Member
Stan Carver II, Mayor Pro Tem Kelly Patterson-Herndon, Council Member
Elden Baker, Deputy Mayor Pro-Tem Kevin Toten, Council Member
Jody Bills, Council Member
Ryan Henderson, City Manager
Carrie Land, City Secretary
and all of said persons were present, except ,
thus constituting a quorum. Whereupon, among other business the following was transacted at
said meeting: a written
A RESOLUTION OF THE CITY OF ANNA, TEXAS DETERMINING THE
COSTS OF CERTAIN AUTHORIZED IMPROVEMENTS TO BE
FINANCED BY THE WOODS AT LINDSEY PLACE PUBLIC
IMPROVEMENT DISTRICT; APPROVING A PRELIMINARY SERVICE
PLAN AND ASSESSMENT PLAN, INCLUDING PROPOSED
ASSESSMENT ROLLS; CALLING A REGULAR MEETING AND
NOTICING A PUBLIC HEARING FOR AUGUST 27, 2024 TO CONSIDER
AN ORDINANCE LEVYING ASSESSMENTS ON PROPERTY LOCATED
WITHIN IMPROVEMENT AREA #2 OF THE WOODS AT LINDSEY
PLACE PUBLIC IMPROVEMENT DISTRICT; DIRECTING THE FILING
OF THE PROPOSED ASSESSMENT ROLLS WITH THE CITY
SECRETARY TO MAKE AVAILABLE FOR PUBLIC INSPECTION;
DIRECTING CITY STAFF TO PUBLISH AND MAIL NOTICE OF SAID
PUBLIC HEARING; AND RESOLVING OTHER MATTERS INCIDENT
AND RELATED THERETO
was duly introduced for the consideration of the Council. It was then duly moved and seconded
that said Resolution be passed; and, after due discussion, said motion, carrying with it the
passage of said Resolution, prevailed and carried, with all members of the Council shown present
above voting “Aye,” except as noted below:
NAYS: ABSTENTIONS:
2. A true, full, and correct copy of the aforesaid Resolution passed at the meeting
described in the above and foregoing paragraph is attached to and follows this Certificate; said
Resolution has been duly recorded in the Council's minutes of said meeting; the above and
foregoing paragraph is a true, full, and correct excerpt from the Council's minutes of said
meeting pertaining to the passage of said Resolution; the persons named in the above and
foregoing paragraph are the duly chosen, qualified, and acting officers and members of the
Council as indicated therein; that each of the officers and members of the Council was duly and
sufficiently notified officially and personally, in advance, of the time, place, and purpose of the
aforesaid meeting, and that said Resolution would be introduced and considered for passage at
said meeting, and each of said officers and members consented, in advance, to the holding of
said meeting for such purpose; and that said meeting was open to the public, and public notice of
the time, place, and purpose of said meeting was given all as required by the Texas Government
Code, Chapter 551.
3. The Council has approved and hereby approves the Resolution; and the Mayor (or
Mayor Pro Tem) and City Secretary hereby declare that their signing of this certificate shall
constitute the signing of the attached and following copy of said Resolution for all purposes.
SIGNED AND SEALED ON AUGUST 13, 2024.
ATTEST: ___________________________________
Pete Cain, Mayor
___________________________________
Carrie L. Land, City Secretary
(SEAL)
CITY OF ANNA, TEXAS
RESOLUTION NO. 2024-08-______
A RESOLUTION OF THE CITY OF ANNA, TEXAS DETERMINING
THE COSTS OF CERTAIN AUTHORIZED IMPROVEMENTS TO BE
FINANCED BY THE WOODS AT LINDSEY PLACE PUBLIC
IMPROVEMENT DISTRICT; APPROVING A PRELIMINARY SERVICE
PLAN AND ASSESSMENT PLAN, INCLUDING PROPOSED
ASSESSMENT ROLLS; CALLING A REGULAR MEETING AND
NOTICING A PUBLIC HEARING FOR AUGUST 27, 2024 TO CONSIDER
AN ORDINANCE LEVYING ASSESSMENTS ON PROPERTY LOCATED
WITHIN IMPROVEMENT AREA #2 OF THE WOODS AT LINDSEY
PLACE PUBLIC IMPROVEMENT DISTRICT; DIRECTING THE
FILING OF THE PROPOSED ASSESSMENT ROLLS WITH THE CITY
SECRETARY TO MAKE AVAILABLE FOR PUBLIC INSPECTION;
DIRECTING CITY STAFF TO PUBLISH AND MAIL NOTICE OF SAID
PUBLIC HEARING; AND RESOLVING OTHER MATTERS INCIDENT
AND RELATED THERETO.
RECITALS
WHEREAS, the Public Improvement District Assessment Act, Texas Local Government
Code, Chapter 372, as amended (the “Act”) authorizes the governing body (the “City Council”)
of the City of Anna, Texas (the “City”) to create a public improvement district within the City;
and
WHEREAS, on February 14, 2024, the City Council conducted a public hearing to
consider a petition received by the City on January 17, 2024 titled “Petition for the Creation of a
Public Improvement District Within the City of Anna, Texas” requesting the creation of a public
improvement district; and
WHEREAS, on February 14, 2024, the City Council approved Resolution No. 2024-02-
1378 (the “Authorization Resolution”), authorizing, establishing and creating The Woods at
Lindsey Place Public Improvement District (the “District”), which Authorization Resolution has
been recorded as Document No. 2023000015008 in the Land Records of Collin County, Texas
(the “County”); and
WHEREAS, the City authorized the creation of the District and funding up to
$55,000,000.00 in costs for the District to finance certain public improvements authorized by the
Act for the benefit of the property within the District (the “Authorized Improvements”); and
WHEREAS, on March 14, 2023, after proper notice and hearing in accordance with the
Act, the City Council adopted Ordinance No. 1036-2023-03 (the “2023 Assessment Ordinance”)
levying Assessments against the Improvement Area #1 Assessed Property within the District
pursuant to a Service and Assessment Plan (the “Original Service and Assessment Plan”), which
ordinance was recorded as Document No. 2023000070650 in the Land Records of the County;
and
WHEREAS, on September 12, 2023, after proper notice and hearing in accordance with
the Act, the City Council adopted Ordinance No. 1073-2023 (the “2023 Bond Ordinance”)
adopting a “2023 Amended & Restated Service and Assessment Plan”, which replaced in its
entirety the Original Service and Assessment Plan, which 2023 Bond Ordinance was recorded as
Document No. 2023000107559 in the Land Records of the County; and
WHEREAS, the City Council and the City staff have been presented a “The Woods at
Lindsey Place Public Improvement District 2024 Preliminary Amended & Restated Service and
Assessment Plan” (the “Preliminary SAP”), including the proposed assessment rolls attached
thereto (collectively, the “Proposed Assessment Rolls”), a copy of which is attached hereto as
Exhibit A and is incorporated herein for all purposes; and
WHEREAS, the Preliminary SAP sets forth the estimated total costs of certain
Authorized Improvements to be financed by the District for Improvement Area #2-A and
Improvement Area #2-B and the Proposed Assessment Rolls state the assessments proposed to
be levied against each parcel of land in the District as determined by the method of assessment
chosen by the City; and
WHEREAS, the Act requires that the Proposed Assessment Rolls be filed with the City
Secretary of the City (the “City Secretary”) and be subject to public inspection; and
WHEREAS, the Act requires that a public hearing (the “Assessment Hearing”) be called
to consider proposed assessments and requires the City Council to hear and pass on any
objections to the proposed assessments at, or on the adjournment of, the Assessment Hearing;
and
WHEREAS, the Act requires that notice of the Assessment Hearing be mailed to
property owners liable for assessment and published in a newspaper of general circulation in the
City and in the part of the extraterritorial jurisdiction in which the district is to be located or in
which the improvements are to be undertaken before the tenth (10th) day before the date of the
Assessment Hearing.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF ANNA, TEXAS AS FOLLOWS:
SECTION 1. THAT the recitals set forth above in this Resolution are true and correct
and are hereby adopted as findings of the City Council and are incorporated into the body of this
Resolution as if fully set forth herein.
SECTION 2. THAT the City Council does hereby accept the Preliminary SAP for the
District, including the Proposed Assessment Rolls, a copy of which is attached hereto as
Exhibit A and is incorporated herein for all purposes. All capitalized terms not otherwise
defined herein shall have the meanings given to such terms in the Preliminary SAP.
SECTION 3. THAT the City Council hereby determines that the total costs of the
Improvement Area #2 Projects (as defined in the Preliminary SAP) to be financed by the District
are as set forth in Exhibit B-1 of the Preliminary SAP, which costs do include the payment of
expenses incurred in the administration of the District or related to the issuance of any bonds.
SECTION 4. THAT the City Council’s final determination and approval of the costs of
the Improvement Area #2 Projects, or any portion thereof, shall be subject to and contingent
upon City Council approval of a final 2024 Amended & Restated Service and Assessment Plan
which will include final Assessment Rolls, after the properly noticed and held Assessment
Hearing.
SECTION 5. THAT the Proposed Assessment Rolls state the assessment proposed to be
levied against each parcel of land in the District as determined by the method of assessment
chosen by the City in the Authorization Resolution and as more fully described in the
Preliminary SAP.
SECTION 6. THAT the City Council expressly defers the levy of assessments against
property within future phases for phase-specific improvements that will benefit only the property
within each subsequent phase until such time as the costs of such phase-specific improvements
can be determined with certainty as referenced in the Preliminary SAP.
SECTION 7. THAT the City Council hereby authorizes and directs the filing of the
Proposed Assessment Rolls with the City Secretary and the same shall be available for public
inspection.
SECTION 8. THAT the City Council hereby authorizes, and calls, a meeting and a
public hearing (the Assessment Hearing as defined above) to be held on August 27, 2024 at 6:00
p.m. at Anna City Hall, Council Chambers, 120 W. 7th Street,, Anna, Texas 75409, at which the
City Council shall, among other actions, hear and pass on any objections to the proposed
assessments; and, upon the adjournment of the Assessment Hearing, the City Council will
consider an ordinance levying the assessments as special assessments on property within the
District (which ordinance shall specify the method of payment of the assessments).
SECTION 9. THAT the City Council hereby authorizes and directs the City Secretary to
publish notice of the Assessment Hearing to be held on August 27, 2024, in substantially the
form attached hereto as Exhibit B and incorporated herein for all purposes, in a newspaper of
general circulation in the City, on or before August 16, 2024, which is before the tenth (10th) day
before the date of the Assessment Hearing, as required by Section 372.016(b) of the Act.
SECTION 10. THAT when the Proposed Assessment Rolls are filed with the City
Secretary, the City Council hereby authorizes and directs the City Secretary to mail to owners of
property liable for assessment notice of the Assessment Hearing to be held on August 27, 2024,
on or before August 16, 2024, as required by Section 372.016(c) of the Act.
SECTION 11. THAT City staff is authorized and directed to take such other actions as
are required (including, but not limited to, notice of the public hearing as required by the Texas
Open Meetings Act) to place the public hearing on the agenda for the August 27, 2024 meeting
of the City Council.
SECTION 12. THAT this Resolution shall become effective from and after its date of
passage in accordance with law.
PASSED AND APPROVED on this the 13th day of August, 2024.
ATTEST:
_____________________________
Pete Cain, Mayor
____________________________
Carrie L. Land, City Secretary
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 0
AUSTIN, TX | NORTH RICHLAND HILLS, TX | HOUSTON, TX
The Woods at Lindsey Place
Public Improvement District
2024 PRELIMINARY AMENDED & RESTATED SERVICE AND
ASSESSMENT PLAN
AUGUST 13, 2024
EXHIBIT A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 1
TABLE OF CONTENTS
Table of Contents .......................................................................................................................... 1
Introduction .................................................................................................................................. 3
Section I: Definitions ..................................................................................................................... 5
Section II: The District ................................................................................................................. 16
Section III: Authorized Improvements ......................................................................................... 16
Section IV: Service Plan ............................................................................................................... 23
Section V: Assessment Plan ......................................................................................................... 23
Section VI: Terms of the Assessments ......................................................................................... 30
Section VII: Assessment Roll ....................................................................................................... 36
Section VIII: Additional Provisions ............................................................................................... 37
Section IX: Additional Updates .................................................................................................... 39
Exhibits ........................................................................................................................................ 42
Appendices ................................................................................................................................. 43
Exhibit A-1 – Map of the District ................................................................................................. 44
Exhibit A-2 – Map of Improvement Area #1, Improvement Area #2 & Remainder Area ............. 45
Exhibit A-3 – Final Plat of Improvement Area #1 ........................................................................ 46
Exhibit A-4 – Preliminary Plat of Improvement Area #2-A .......................................................... 50
Exhibit A-5 – Preliminary Plat of Improvement Area #2-B .......................................................... 52
Exhibit A-6 – Lot Type Classification Map .................................................................................... 54
Exhibit B-1 – Project Costs .......................................................................................................... 57
Exhibit B-2 – Major Improvements Apportionment of Costs ...................................................... 58
Exhibit B-3 – Improvement Area #2 Allocation of Costs .............................................................. 59
Exhibit C – Service Plan ............................................................................................................... 60
Exhibit D – Sources and Uses of Funds ........................................................................................ 61
Exhibit E – Maximum Assessment and Tax Rate Equivalent ........................................................ 62
Exhibit F-1 – Improvement Area #1 Assessment Roll .................................................................. 63
Exhibit F-2 – Improvement Area #1 Annual Installment .............................................................. 69
Exhibit G-1 – Improvement Area #2-A Assessment Roll .............................................................. 70
Exhibit G-2 – Projected Improvement Area #2-A Annual Installment ......................................... 71
Exhibit G-3 – Improvement Area #2-B Assessment Roll .............................................................. 72
Exhibit G-4 – Projected Improvement Area #2-B Annual Installment ......................................... 73
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 2
Exhibit H-1 – Maps of Major Improvements ............................................................................... 74
Exhibit H-2 – Maps of Improvement Area #1 Improvements ...................................................... 78
Exhibit H-3 – Maps of Improvement Area #2 Improvements, Improvement Area #2-A
Improvements, and Improvement Area #2-B Improvements ..................................................... 82
Exhibit I – Form of Notice of Assessment Termination ............................................................... 85
Exhibit J – Debt Service Schedule for Improvement Area #1 Bonds ............................................ 88
Exhibit L-1 – District Legal Description ........................................................................................ 89
Exhibit L-2 – Improvement Area #1 Legal Description ................................................................ 93
Exhibit L-3 – Improvement Area #2-A Legal Description ............................................................. 97
Exhibit L-4 – Improvement Area #2-B Legal Description ............................................................. 99
Exhibit L-5 – Remainder Area Legal Description ........................................................................ 104
Appendix A – Improvement Area #2 Invoice Summary Table ................................................... 105
Appendix B – Buyer Disclosures ................................................................................................ 107
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#1 Lot Type 1 ............................................................................................................................. 108
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#1 Lot Type 2 ............................................................................................................................. 114
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#2-A Initial Parcel ...................................................................................................................... 120
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#2-A Lot Type 3 ......................................................................................................................... 126
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#2-B Initial Parcel ...................................................................................................................... 132
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#2-B Lot Type 4 ......................................................................................................................... 138
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#2-B Lot Type 5 ......................................................................................................................... 144
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 3
INTRODUCTION
Capitalized terms used in this 2024 Amended and Restated Service and Assessment Plan shall
have the meanings given to them in Section I unless otherwise defined in this 2024 Amended and
Restated Service and Assessment Plan or unless the context in which a term is used clearly
requires a different meaning. Unless otherwise defined, a reference to a “Section”, “Exhibit”, or
an “Appendix” shall be a reference to a Section of this 2024 Amended and Restated Service and
Assessment Plan or an Exhibit or Appendix attached to and made a part of this 2024 Amended
and Restated Service and Assessment Plan for all purposes.
On February 14, 2023, the City Council passed and approved Resolution No. 2023-02-1379
authorizing the establishment of the District in accordance with the PID Act, which authorization
was effective upon publication as required by the PID Act. The purpose of the District is to finance
the Actual Costs of Authorized Improvements that confer a special benefit on approximately
198.006 acres located within the corporate limits of the City, as described by the legal description
on Exhibit L-1 and depicted on Exhibit A-1.
On March 14, 2023, the City Council approved the Original Service and Assessment Plan and
levied the Improvement Area #1 Assessments to finance the Improvement Area #1 Projects to
be constructed for the benefit of the Improvement Area #1 Assessed Property within the District
by approving Ordinance No. 1036-2023-03. The Original Service and Assessment Plan identified
the Improvement Area #1 Authorized Improvements to be provided by the District, the costs of
the Improvement Area #1 Authorized Improvements, the indebtedness to be incurred for the
Improvement Area #1 Authorized Improvements, and the manner of assessing the property in
the District for the costs of the Improvement Area #1 Authorized Improvements. The City also
adopted an Assessment Roll for Improvement Area #1, identifying the Assessment on each Lot
Type within Improvement Area #1, based on the method of assessment identified in the Original
Service and Assessment Plan.
On September 12, 2023, the City Council approved the 2023 Amended and Restated Service and
Assessment Plan which served to amend and restate the Original Service and Assessment Plan in
its entirety for the purposes of (1) issuing the Improvement Area #1 Bonds; and (2) updating the
Improvement Area #1 Assessment Roll.
This 2024 Amended and Restated Service and Assessment Plan serves to amend and restate the
2023 Amended and Restated Service and Assessment Plan in its entirety for the purposes of (1)
identifying the Improvement Area #2 Authorized Improvements to be provided by the District;
(2) identifying the costs of the Improvement Area #2 Authorized Improvements (3) identifying
the indebtedness to be incurred for the Improvement Area #2-A Authorized Improvements, and
the manner of assessing the Improvement Area #2-A Assessed Property for the costs of the
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 4
Improvement Area #2-A Authorized Improvements; (4) identifying the indebtedness to be
incurred for the Improvement Area #2-B Authorized Improvements, and the manner of assessing
the Improvement Area #2-B Assessed Property for the costs of the Improvement Area #2-B
Authorized Improvements; (5) levying the Improvement Area #2-A Assessments for
Improvement Area #2-A Assessed Property; (6) levying the Improvement Area #2-B Assessments
for Improvement Area #2-B Assessed Property; (7) updating the Improvement Area #1
Assessment Roll; (8) approving the Improvement Area #2-A Assessment Roll; and (9) approving
the Improvement Area #2-B Assessment Roll.
The PID Act requires a Service Plan must (i) cover a period of at least five years; (ii) define the
annual indebtedness and projected cost of the Authorized Improvements; and (iii) include a copy
of the notice form required by Section 5.014 of the Texas Property Code, as amended. The Service
Plan is contained in Section IV and the notice form is attached as Appendix B.
The PID Act requires that the Service Plan include an Assessment Plan that assesses the Actual
Costs of the Authorized Improvements against the Assessed Property within the District based
on the special benefits conferred on such property by the Authorized Improvements. The
Assessment Plan is contained in Section V.
The PID Act requires an Assessment Roll that states the Assessment against each Parcel as
determined by the method chosen by the City Council. The Assessment against each Parcel of
Assessed Property must be sufficient to pay the share of the Actual Costs of the Authorized
Improvements apportioned to such Parcel and cannot exceed the special benefit conferred on
the Parcel by such Authorized Improvements. The Improvement Area #1 Assessment Roll is
included as Exhibit F-1. The Improvement Area #2-A Assessment Roll is included as Exhibit G-1.
The Improvement Area #2-B Assessment Roll is included as Exhibit G-3.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 5
SECTION I: DEFINITIONS
“2023 Amended and Restated Service and Assessment Plan” means The Woods at Lindsey Place
Public Improvement District Amended and Restated Service and Assessment Plan which is to
replace in its entirety the Original Service and Assessment Plan.
“2023 Assessment Ordinance” means Ordinance No. 1036-2023-03 approved and adopted by
the City Council on March 14, 2023, which levied the Improvement Area #1 Assessment against
Improvement Area #1, and approved the Original Service and Assessment Plan.
“2024 Amended and Restated Service and Assessment Plan” means this The Woods at Lindsey
Place Public Improvement District Amended and Restated Service and Assessment Plan which is
to replace in its entirety the 2023 Amended and Restated Service and Assessment Plan.
“2024 Assessment Ordinance” means Ordinance No. ___________ approved and adopted by
the City Council on August 27, 2024, which levied the Improvement Area #2-A Assessment against
Improvement Area #2-A, levied the Improvement Area #2-B Assessment against Improvement
Area #2-B, and approved this 2024 Amended and Restated Service and Assessment Plan.
“Actual Costs” mean with respect to Authorized Improvements, the actual costs of constructing
or acquiring such Authorized Improvements, paid by or on behalf of the Developer (either directly
or through affiliates), including: (1) the costs for the design, planning, financing,
administration/management, acquisition, installation, construction and/or implementation of
such Authorized Improvements; (2) the fees paid for obtaining permits, licenses, or other
governmental approvals for such Authorized Improvements; (3) the costs for external
professional services, such as engineering, geotechnical, surveying, land planning, architectural
landscapers, appraisals, legal, accounting, and similar professional services; (4) the costs for all
labor, bonds, and materials, including equipment and fixtures, by contractors, builders, and
materialmen engaged in connection with the acquisition, construction, or implementation of the
Authorized Improvements; (5) all related permitting and public approval expenses, architectural,
engineering, consulting, and governmental fees and charges and (6) costs to implement,
administer, and manage the above-described activities including, but not limited to, a
construction management fee equal to four percent (4%) of construction costs if managed by or
on behalf of the Developer.
“Additional Interest” means the amount collected by the application of the Additional Interest
Rate.
“Additional Interest Rate” means the 0.50% additional interest rate that may be charged on
Assessments securing PID Bonds pursuant to Section 372.018 of the PID Act. The Additional
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 6
Interest Rate is not charged on Assessments securing the Improvement Area #2-A
Reimbursement Obligation or Improvement Area #2-B Reimbursement Obligation.
“Administrator” means the City or independent firm designated by the City who shall have the
responsibilities provided in this 2024 Amended and Restated Service and Assessment Plan, any
Indenture, or any other agreement or document approved by the City related to the duties and
responsibilities of the administration of the District. The initial Administrator is P3Works, LLC.
“Annual Collection Costs” mean the actual or budgeted costs and expenses related to the
operation of the District, including, but not limited to, costs and expenses for: (1) the
Administrator; (2) City staff; (3) legal counsel, engineers, accountants, financial advisors, and
other consultants engaged by the City; (4) calculating, collecting, and maintaining records with
respect to Assessments and Annual Installments; (5) preparing and maintaining records with
respect to Assessment Rolls and Annual Service Plan Updates; (6) paying and redeeming PID
Bonds; (7) investing or depositing Assessments and Annual Installments; (8) complying with this
2024 Amended and Restated Service and Assessment Plan, the PID Act, and any Indenture, with
respect to the PID Bonds, including the City’s continuing disclosure requirements; and (9) the
paying agent/registrar and Trustee in connection with PID Bonds, including their respective legal
counsel. Annual Collection Costs collected but not expended in any year shall be carried forward
and applied to reduce Annual Collection Costs for subsequent years.
“Annual Installment” means the annual installment payment of an Assessment as calculated by
the Administrator and approved by the City Council, that includes: (1) the principal amount of
any Assessment; (2) the interest associated with any Assessment; (3) Additional Interest related
to the PID Bonds, if applicable; and (4) Annual Collection Costs.
“Annual Service Plan Update” means an update to this 2024 Amended and Restated Service and
Assessment Plan prepared no less frequently than annually by the Administrator and approved
by the City Council.
“Apportioned Property” means any Parcel within the District against which the costs of the
Authorized Improvements are apportioned based on special conferred benefit and against which
an Assessment is anticipated to be levied, but not yet levied.
“Apportionment of Costs” means an amount allocated by this 2024 Amended and Restated
Service and Assessment Plan to a Parcel within the District for Actual Costs of Authorized
Improvements, other than Non-Benefited Property and Non-Assessed Property, subject to a
future levy of Assessments by the City, as shown on Exhibit B-2, and also subject to reallocation
upon the subdivision of such Parcel or reduction according to the provisions herein and in the
PID Act.
“Assessed Property” means any Parcel within the District against which an Assessment is levied.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 7
“Assessment” means an assessment levied against Assessed Property, other than Non-Benefited
Property and Non-Assessed Property, to pay the costs of certain Authorized Improvements as
specified herein, which Assessment is imposed pursuant to an Assessment Ordinance and the
provisions herein, as shown on an Assessment Roll, and is subject to reallocation upon the
subdivision of such Assessed Property or reduction according to the provisions herein and in the
PID Act.
“Assessment Ordinance” means an ordinance adopted by the City Council in accordance with
the PID Act that levies an Assessment on the Assessed Property, as shown on any Assessment
Roll.
“Assessment Plan” means the methodology employed to assess the Actual Costs of the
Authorized Improvements against the Assessed Property based on the special benefits conferred
on such property by the Authorized Improvements, more specifically set forth and described in
Section V.
“Assessment Roll” means any assessment roll for the Assessed Property, including the
Improvement Area #1 Assessment Roll, the Improvement Area #2-A Assessment Roll, and the
Improvement Area #2-B Assessment Roll, as updated, modified or amended from time to time in
accordance with the procedures set forth herein and in the PID Act, including updates prepared
in connection with the issuance of PID Bonds, if issued, or any Annual Service Plan Update.
“Authorized Improvements” means the improvements authorized by Section 372.003 of the PID
Act, as depicted on Exhibit H-1, Exhibit H-2, and Exhibit H-3, and described in Section III.
“Bond Issuance Costs” means the costs associated with issuing PID Bonds, including but not
limited to attorney fees, financial advisory fees, consultant fees, appraisal fees, printing costs,
publication costs, capitalized interest, reserve fund requirements, underwriter’s discount, fees
charged by the Texas Attorney General, and any other cost or expense incurred by the City
directly associated with the issuance of any series of PID Bonds.
“City” means the City of Anna, Texas.
“City Council” means the governing body of the City.
“County” means Collin County, Texas.
“Delinquent Collection Costs” mean costs related to the foreclosure on Assessed Property and
the costs of collection of delinquent Assessments, delinquent Annual Installments, or any other
delinquent amounts due under this 2024 Amended and Restated Service and Assessment Plan
including penalties and reasonable attorney’s fees actually paid, but excluding amounts
representing interest and penalty interest.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 8
“Developer” means D.R. Horton – Texas, LTD., a Texas limited partnership, and any successors
or assignees thereof that intends to develop the property in the District for the ultimate purpose
of transferring title to end-users.
“District” means The Woods at Lindsey Place Public Improvement District containing
approximately 198.006 acres located within the corporate limits of the City, and more specifically
described in Exhibit L-1 and depicted on Exhibit A-1.
“District Formation Costs” means the costs associated with forming the District, including, but
not limited to, attorney fees, and any other cost or expense incurred by the City or Developer
directly associated with the establishment of the District.
“Engineer’s Report” means a report provided by a licensed professional engineer that identifies
the Authorized Improvements, including their costs, location, and benefit, and is attached hereto
as Appendix A.
“Estimated Buildout Value” means the estimated value of an Assessed Property or Apportioned
Property, as applicable, with fully constructed buildings, as provided by the Developer and
confirmed by the City Council, by considering such factors as density, lot size, proximity to
amenities, view premiums, location, market conditions, historical sales, builder contracts,
discussions with homebuilders, reports from third party consultants, or any other factors that, in
the judgment of the City, may impact value. The Estimated Buildout Value for each Lot Type is
shown on Exhibit E.
“Improvement Area #1” means approximately 57.444 acres located within the District, more
specifically described in Exhibit L-2, and depicted on Exhibit A-2.
“Improvement Area #1 Annual Installment” means the Annual Installment of the Improvement
Area #1 Assessment as calculated by the Administrator and approved by the City Council, that
includes: (1) principal; (2) interest; (3) Additional Interest related to Improvement Area #1 Bonds;
and (4) Annual Collection Costs, as shown on Exhibit F-2.
“Improvement Area #1 Assessed Property” means any Parcel within Improvement Area #1
against which an Improvement Area #1 Assessment is levied.
“Improvement Area #1 Assessment” means an Assessment levied against Improvement Area #1
Assessed Property to pay the Actual Costs of the Improvement Area #1 Authorized
Improvements, which Improvement Area #1 Assessment is imposed pursuant to the 2023
Assessment Ordinance and the provisions herein, as shown on the Improvement Area #1
Assessment Roll, and is subject to reallocation upon the subdivision of such Parcel or reduction
pursuant to the provisions set forth in Section VI herein and in the PID Act.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 9
“Improvement Area #1 Assessment Roll” means the Assessment Roll for the Improvement Area
#1 Assessed Property, as updated, modified or amended from time to time in accordance with
the procedures set forth herein and in the PID Act, including any updates prepared in connection
with the issuance of PID Bonds or any Annual Service Plan Updates. The Improvement Area #1
Assessment Roll is included in this 2024 Amended and Restated Service and Assessment Plan as
Exhibit F-1.
“Improvement Area #1 Authorized Improvements” means, collectively, (1) the Improvement
Area #1 Projects; (2) Bond Issuance Costs associated with the issuance of the Improvement Area
#1 Bonds; and (3) the first year’s Annual Collection Costs related to the Improvement Area #1
Bonds.
“Improvement Area #1 Bonds” means those certain “City of Anna, Texas Special Assessment
Revenue Bonds, Series 2023 (The Woods at Lindsey Place Public Improvement District
Improvement Area #1 Projects)” that are secured by Improvement Area #1 Assessments.
“Improvement Area #1 Improvements” means the Authorized Improvements which only benefit
the Improvement Area #1 Assessed Property, as further described in Section III.B and depicted
on Exhibit H-2.
“Improvement Area #1 Initial Parcel” means all of the Improvement Area #1 Assessed Property
against which the entire Improvement Area #1 Assessment was levied at the time of the City
Council approved the 2023 Assessment Ordinance.
“Improvement Area #1 Projects” means, collectively (1) the pro rata portion of the Major
Improvements allocable to Improvement Area #1; and (2) the Improvement Area #1
Improvements.
“Improvement Area #2” means approximately 53.8 acres located within the District, as more
specifically depicted on Exhibit A-2. Improvement Area #2 is comprised of Improvement Area #2-
A, as more specifically described in Exhibit L-3, and Improvement Area #2-B, as more specifically
described in Exhibit L-4.
“Improvement Area #2 Authorized Improvements” means, collectively, (1) the Improvement
Area #2-A Authorized Improvements; and (2) the Improvement Area #2-B Authorized
Improvements.
“Improvement Area #2 Bonds” means one or more series of PID Bonds expected to be issued in
calendar year 2024, and secured by Improvement Area #2-A Assessments and Improvement Area
#2-B Assessments.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 10
“Improvement Area #2 Improvements” mean those Authorized Improvements that confer a
special benefit to all of the Improvement Area #2-A Assessed Property and Improvement Area
#2-B Assessed Property, as further described in Section III.C and depicted on Exhibit H-3.
“Improvement Area #2 Projects” means, collectively, (1) the Improvement Area #2-A Projects;
and (2) the Improvement Area #2-B Projects.
“Improvement Area #2-A” means approximately 29.229 acres located within Improvement Area
#2 of the District, as more specifically described in Exhibit L-3, and depicted on Exhibit A-4.
“Improvement Area #2-A Annual Installment” means the Annual Installment of the
Improvement Area #2-A Assessment as calculated by the Administrator and approved by the City
Council, that includes: (1) principal; (2) interest; (3) Additional Interest, if applicable; and (4)
Annual Collection Costs related to Improvement Area #2-A. Additional Interest is not charged on
the Assessments which secure the Improvement Area #2-A Reimbursement Obligation, but will
be included in the event Improvement Area #2 Bonds are issued.
“Improvement Area #2-A Assessed Property” means any Parcel within Improvement Area #2-A
against which an Improvement Area #2-A Assessment is levied.
“Improvement Area #2-A Assessment” means an Assessment expected to be levied against
Improvement Area #2-A Assessed Property to pay the Actual Costs of the Improvement Area #2-
A Authorized Improvements, which Improvement Area #2-A Assessment is imposed pursuant to
an Assessment Ordinance and the provisions herein, as shown on the Improvement Area #2-A
Assessment Roll, and is subject to reallocation upon the subdivision of such Parcel or reduction
pursuant to the provisions set forth in Section VI herein and in the PID Act.
“Improvement Area #2-A Assessment Roll” means the Assessment Roll for the Improvement
Area #2-A Assessed Property, as updated, modified or amended from time to time in accordance
with the procedures set forth herein and in the PID Act, including any updates prepared in
connection with the issuance of PID Bonds or any Annual Service Plan Updates. The Improvement
Area #2-A Assessment Roll is included in this 2024 Amended and Restated Service and
Assessment Plan as Exhibit G-1.
“Improvement Area #2-A Authorized Improvements” means, collectively, (1) the Improvement
Area #2-A Projects; (2) Bond Issuance Costs associated with the issuance of the Improvement
Area #2 Bonds allocable to Improvement Area #2-A; and (3) the first year’s Annual Collection
Costs related to the Improvement Area #2 Bonds, if issued, allocable to Improvement Area #2-A.
“Improvement Area #2-A Improvements” means the Authorized Improvements that confer a
special benefit to all the Improvement Area #2-A Assessed Property, as further described in
Section III.D and depicted on Exhibit H-3.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 11
“Improvement Area #2-A Initial Parcel” means all of the Improvement Area #2-A Assessed
Property against which the entire Improvement Area #2-A Assessment is levied, as shown on the
Improvement Area #2-A Assessment Roll.
“Improvement Area #2-A Projects” means, collectively, (1) the pro rata portion of the Major
Improvements allocable to Improvement Area #2-A; (2) the pro rata portion of the Improvement
Area #2 Improvements allocable to Improvement Area #2-A; and (3) the Improvement Area #2-
A Improvements.
“Improvement Area #2-A Reimbursement Agreement” means that certain “The Woods at
Lindsey Place Public Improvement District Improvement Area #2-A Reimbursement Agreement”
or similar agreement, entered into by and between the City and the Developer, either directly or
through affiliates, in which the Developer agrees to construct the Improvement Area #2-A
Projects and to fund certain Actual Costs of the Improvement Area #2-A Projects and the City
agrees to (i) pay directly or reimburse the Developer for Actual Costs of Improvement Area #2-A
Projects from the proceeds of Improvement Area #2 Bonds, if issued, in accordance with the PID
Act, this 2024 Amended and Restated Service and Assessment Plan and the applicable Indenture,
and/or (ii) reimburse the Developer for certain Actual Costs of Improvement Area #2-A Projects
not paid by proceeds of Improvement Area #2 Bonds solely from the revenue collected from
Improvement Area #2-A Assessment, including Improvement Area #2-A Annual Installments, but
subordinate to any lien on the Improvement Area #2-A Assessment pledged to the payment of
Improvement Area #2 Bonds.
“Improvement Area #2-A Reimbursement Obligation” means an amount not to exceed
$1,807,000.00 secured by the Improvement Area #2-A Assessment to be paid to the Developer
pursuant to the Improvement Area #2-A Reimbursement Agreement. The projected
Improvement Area #2-A Annual Installments for the Improvement Area #2-A Reimbursement
Obligation are shown on Exhibit G-2.
“Improvement Area #2-B” means approximately 27.474 acres located within Improvement Area
#2 of the District, as more specifically described in Exhibit L-4, and depicted on Exhibit A-5.
“Improvement Area #2-B Annual Installment” means the Annual Installment of the
Improvement Area #2-B Assessment as calculated by the Administrator and approved by the City
Council, that includes: (1) principal; (2) interest; (3) Additional Interest, if applicable; and (4)
Annual Collection Costs related to Improvement Area #2-B. Additional Interest is not charged on
the Assessments which secure the Improvement Area #2-B Reimbursement Obligation, but will
be included in the event Improvement Area #2 Bonds are issued.
“Improvement Area #2-B Assessed Property” means any Parcel within Improvement Area #2-B
against which an Improvement Area #2-B Assessment is levied.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 12
“Improvement Area #2-B Assessment” means an Assessment expected to be levied against
Improvement Area #2-B Assessed Property to pay the Actual Costs of the Improvement Area #2-
B Authorized Improvements, which Improvement Area #2-B Assessment is imposed pursuant to
an Assessment Ordinance and the provisions herein, as shown on the Improvement Area #2-B
Assessment Roll, and is subject to reallocation upon the subdivision of such Parcel or reduction
pursuant to the provisions set forth in Section VI herein and in the PID Act.
“Improvement Area #2-B Assessment Roll” means the Assessment Roll for the Improvement
Area #2-B Assessed Property, as updated, modified or amended from time to time in accordance
with the procedures set forth herein and in the PID Act, including any updates prepared in
connection with the issuance of PID Bonds or any Annual Service Plan Updates. The Improvement
Area #2-B Assessment Roll is included in this 2024 Amended and Restated Service and
Assessment Plan as Exhibit G-3.
“Improvement Area #2-B Authorized Improvements” means, collectively, (1) the Improvement
Area #2-B Projects; (2) Bond Issuance Costs associated with the issuance of the Improvement
Area #2 Bonds allocable to Improvement Area #2-B; and (3) the first year’s Annual Collection
Costs related to the Improvement Area #2 Bonds, if issued, allocable to Improvement Area #2-B.
“Improvement Area #2-B Improvements” means the Authorized Improvements that confer a
special benefit to all the Improvement Area #2-B Assessed Property, as further described in
Section III.E and depicted on Exhibit H-3.
“Improvement Area #2-B Initial Parcel” means all of the Improvement Area #2-B Assessed
Property against which the entire Improvement Area #2-B Assessment is levied, as shown on the
Improvement Area #2-B Assessment Roll.
“Improvement Area #2-B Projects” means, collectively, (1) the pro rata portion of the Major
Improvements allocable to Improvement Area #2-B; (2) the pro rata portion of the Improvement
Area #2 Improvements allocable to Improvement Area #2-B; and (3) the Improvement Area #2-B
Improvements.
“Improvement Area #2-B Reimbursement Agreement” means that certain “The Woods at
Lindsey Place Public Improvement District Improvement Area #2-B Reimbursement Agreement”
or similar agreement, entered into by and between the City and the Developer, either directly or
through affiliates, in which the Developer agrees to construct the Improvement Area #2-B
Projects and to fund certain Actual Costs of the Improvement Area #2-B Projects and the City
agrees to (i) pay directly or reimburse the Developer for Actual Costs of Improvement Area #2-B
Projects from the proceeds of Improvement Area #2 Bonds, if issued, in accordance with the PID
Act, this 2024 Amended and Restated Service and Assessment Plan and the applicable Indenture,
and/or (ii) reimburse the Developer for certain Actual Costs of Improvement Area #2-B Projects
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 13
not paid by proceeds of Improvement Area #2 Bonds solely from the revenue collected from
Improvement Area #2-B Assessment, including Improvement Area #2-B Annual Installments, but
subordinate to any lien on the Improvement Area #2-B Assessment pledged to the payment of
Improvement Area #2 Bonds.
“Improvement Area #2-B Reimbursement Obligation” means an amount not to exceed
$4,040,000.00 secured by the Improvement Area #2-B Assessment to be paid to the Developer
pursuant to the Improvement Area #2-B Reimbursement Agreement. The projected
Improvement Area #2-B Annual Installments for the Improvement Area #2-B Reimbursement
Obligation are shown on Exhibit G-4.
“Indenture” means an Indenture of Trust entered into between the City and the Trustee in
connection with the issuance of each series of PID Bonds, as amended or supplemented from
time to time, between the City and the Trustee setting forth the terms and conditions related to
a series of PID Bonds.
“Lot” means (1) for any portion of the District for which a final subdivision plat has been recorded
in the Plat or Official Public Records of the County, a tract of land described by “lot” in such
subdivision plat; and (2) for any portion of the District for which a subdivision plat has not been
recorded in the Plat or Official Public Records of the County, a tract of land anticipated to be
described as a “lot” in a final recorded subdivision plat as shown on a concept plan or a
preliminary plat. A “lot” shall not include real property owned by a government entity, even if
such property is designated as a separate described tract or lot on a recorded subdivision plat.
“Lot Type” means a classification of final building Lots with similar characteristics (e.g., lot size,
home product, Estimated Buildout Value, etc.), as determined by the Administrator and
confirmed by the City Council. In the case of single-family residential Lots, the Lot Type shall be
further defined by classifying the residential Lots by the Estimated Buildout Value of the Lot as
provided by the Developer, and confirmed by the City Council, as shown on Exhibit E, and the
anticipated Lot Type classification map is identified on Exhibit A-6. The buyer disclosure for each
Lot Type is attached in Appendix B.
“Lot Type 1” means a Lot within Improvement Area #1 marketed to homebuilders as a 50’ Lot.
The buyer disclosure for Lot Type 1 is attached in Appendix B.
“Lot Type 2” means a Lot within Improvement Area #1 marketed to homebuilders as a 60’ Lot.
The buyer disclosure for Lot Type 2 is attached in Appendix B.
“Lot Type 3” means a Lot within Improvement Area #2 marketed to homebuilders as a 60’ Lot.
The buyer disclosure for Lot Type 3 is attached in Appendix B.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 14
“Lot Type 4” means a Lot within Improvement Area #2 marketed to homebuilders as a 40’ Lot.
The buyer disclosure for Lot Type 4 is attached in Appendix B.
“Lot Type 5” means a Lot within Improvement Area #2 marketed to homebuilders as a 50’ Lot.
The buyer disclosure for Lot Type 5 is attached in Appendix B.
“Major Improvements” mean those Authorized Improvements that confer a special benefit to
all of the Assessed Property, Apportioned Property, and Non-Assessed Property, as further
described in Section III.A and depicted on Exhibit H-1.
“Maximum Assessment” means for each Lot, an Assessment equal to the lesser of (1) the
amount calculated pursuant to Section VI.A, or (2) for each Lot Type, the amount shown on
Exhibit E.
“Non-Assessed Property” means Parcels located outside the boundary of the District that accrue
special benefit from the Authorized Improvements, as determined by the City Council, but are
not assessed. The Non-Assessed Property consists of multifamily area of approximately 36.5
acres and commercial area of approximately 4.3 acres. The Developer has agreed to pay for the
portion of the Actual Costs of the Authorized Improvements that benefit the Non-Assessed
Property.
“Non-Benefited Property” means Parcels within the boundaries of the District that accrue no
special benefit from the Authorized Improvements as determined by the City Council.
“Notice of Assessment Termination” means a document that shall be recorded in the Official
Public Records of the County evidencing the termination of an Assessment, a form of which is
attached as Exhibit I.
“Original Service and Assessment Plan” means The Woods at Lindsey Place Public Improvement
District Service and Assessment Plan that was approved by the City Council on March 14, 2023.
“Parcel” or “Parcels” means a specific property within the District identified by either a tax parcel
identification number assigned by the Collin Central Appraisal District for real property tax
purposes, by legal description, or by lot and block number in a final subdivision plat recorded in
the Official Public Records of the County, or by any other means determined by the City.
“PID Act” means Chapter 372, Texas Local Government Code, as amended.
“PID Bonds” means any bonds issued by the City in one or more series and secured in whole or
in part by Assessments.
“Prepayment” means the payment of all or a portion of an Assessment before the due date of
the final Annual Installment thereof. Amounts received at the time of a Prepayment which
represent a payment of principal, interest, or penalties on a delinquent installment of an
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 15
Assessment are not to be considered a Prepayment, but rather are to be treated as the payment
of the regularly scheduled Annual Installment.
“Prepayment Costs” means interest, including Additional Interest and Annual Collection Costs to
the date of Prepayment.
“Private Improvements” means improvements required to be constructed, or caused to be
constructed, by the Developer to deliver final Lots and that are not Authorized Improvements.
Costs of the Private Improvements will not be paid nor reimbursed from the proceeds of PID
Bonds or otherwise from revenues received from the collection of Annual Installments.
“Remainder Area” means approximately 86.762 acres located within the District and entirely
outside of Improvement Area #1 and Improvement Area #2, as more specifically described on
Exhibit L-5 and depicted on Exhibit A-2, to be developed as one or more future improvement
areas.
“Remainder Area Apportioned Property” means any Parcel within the Remainder Area, other
than Non-Benefited Property and Non-Assessed Property, against which a portion of the Actual
Costs of the Remainder Area Projects are apportioned based on special conferred benefit, and
against which an Assessment is expected to be levied, but not yet levied.
“Remainder Area Apportionment of Costs” means an Apportionment of Costs against the
Remainder Area Apportioned Property for the Remainder Area Projects, as shown on Exhibit B-
2, subject to (1) reallocation upon the subdivision of such Parcel or reduction according to the
provisions herein and in the PID Act; and (2) a future levy of Assessments by the City.
“Remainder Area Projects” means the pro rata portion of the Major Improvements allocable to
the Remainder Area.
“Service Plan” covers a period of at least five years and defines the annual indebtedness and
projected costs of the Authorized Improvements, more specifically described in Section IV.
“Trustee” means the trustee or successor trustee under an Indenture.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 16
SECTION II: THE DISTRICT
The District includes approximately 198.006 contiguous acres located within the corporate limits
of the City, the boundaries of which are more particularly described by the legal description on
Exhibit L-1 and depicted on Exhibit A-1. Development of the District is anticipated to include
approximately 951 Lots developed with 860 Lots classified as single-family and 91 Lots classified
as townhome.
Improvement Area #1 includes approximately 57.444 contiguous acres, the boundaries of which
are more particularly described by the legal description on Exhibit L-2 and depicted on Exhibit A-
2. Development of Improvement Area #1 includes 218 Lots developed with single-family homes
(188 single-family homes classified as Lot Type 1, and 30 single-family homes classified as Lot
Type 2).
Improvement Area #2 includes approximately 56.703 acres, the boundaries of which are more
particularly depicted on Exhibit A-2. Improvement Area #2 is comprised of (1) Improvement Area
2-A, as more particularly described by the legal description on Exhibit L-3 and depicted on Exhibit
A-4, consisting of approximately 29.229 contiguous acres; and (2) Improvement Area #2-B, as
more particularly described by the legal description on Exhibit L-4 and depicted on Exhibit A-5,
consisting of approximately 27.474 contiguous acres. Development of Improvement Area #2-A is
anticipated to include approximately 48 Lots developed with single-family homes (48 single-
family homes classified as Lot Type 3) and Improvement Area #2-B is anticipated to include
approximately 123 Lots developed with single-family homes (26 single-family homes classified as
Lot Type 4, and 97 single-family homes classified as Lot Type 5).
The Remainder Area includes approximately 83.859 contiguous acres. Development of the
Remainder Area is anticipated to include approximately 535 Lots developed with 444 Lots
classified as single-family homes and 91 Lots classified as townhomes.
SECTION III: AUTHORIZED IMPROVEMENTS
The City, based on information provided by the Developer and its engineer and reviewed by the
City staff and by third-party consultants retained by the City, has determined that the Authorized
Improvements confer a special benefit on the Assessed Property, Apportioned Property, and
Non-Assessed Property. Authorized Improvements will be designed and constructed in
accordance with the City’s standards and specifications and will be owned and operated by the
City. The budget for the Authorized Improvements is shown on Exhibit B-1, the allocation of the
Major Improvements costs is shown on Exhibit B-2, and the allocation of the Improvement Area
#2 costs is shown on Exhibit B-3.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 17
A. Major Improvements
Excavation
Excavation improvements include excavation, intersections, and re-vegetation of all
disturbed areas within the right-of-way benefiting the entire District.
Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide
sanitary sewer service to the entire District.
Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage to the entire District.
Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service to the entire District.
Paving
Paving improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re-
vegetation of all disturbed areas within the right-of-way of the District.
Soft Costs
Includes costs related to designing, constructing, and installing the Major Improvements
including land planning and design, City fees, engineering, soil testing, survey,
construction management, contingency, legal costs, consultants, District Formation
Costs, and costs associated with financing the Major Improvements.
B. Improvement Area #1 Improvements
Erosion Control
Improvements including silt fences, inlet protection, rock check dams, drill seeding, soil
retention blankets, biodegradable erosion control logs, and construction exit/entrances
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 18
necessary to provide erosion control for all Lots within Improvement Area #1.
Excavation
Excavation improvements include related earthworks, excavation, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #1.
Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide
sanitary sewer service for all Lots within Improvement Area #1.
Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage for all Lots within Improvement Area
#1.
Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service for all Lots within
Improvement Area #1.
Paving
Roadway improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #1.
Street Lights
Improvements including traffic signage, streetlights, and stop lights are included. These
traffic and lighting improvements will provide a benefit to all Lots within Improvement
Area #1.
Soft Costs
Includes costs related to designing, constructing, and installing the Improvement Area #1
Improvements including land planning and design, City fees, engineering, soil testing,
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 19
survey, construction management, contingency, legal costs, consultants, and costs
associated with financing the Improvement Area #1 Improvements.
C. Improvement Area #2 Improvements
Excavation
Excavation improvements include related earthworks, excavation, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #2.
Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide
sanitary sewer service for all Lots within Improvement Area #2.
Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage for all Lots within Improvement Area
#2.
Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service for all Lots within
Improvement Area #2.
Paving
Roadway improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #2.
Soft Costs
Includes costs related to designing, constructing, and installing the Improvement Area #2
Improvements including land planning and design, City fees, engineering, soil testing,
survey, construction management, contingency, legal costs, consultants, and costs
associated with financing the Improvement Area #2 Improvements.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 20
D. Improvement Area #2 -A Improvements
Erosion Control
Improvements including silt fences, inlet protection, rock check dams, drill seeding, soil
retention blankets, biodegradable erosion control logs, and construction exit/entrances
necessary to provide erosion control for all Lots within Improvement Area #2-A.
Excavation
Excavation improvements include related earthworks, excavation, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #2-A.
Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide
sanitary sewer service for all Lots within Improvement Area #2-A.
Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage for all Lots within Improvement Area
#2-A.
Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service for all Lots within
Improvement Area #2-A.
Paving
Roadway improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #2-A.
Street Lights
Improvements including traffic signage, streetlights, and stop lights are included. These
traffic and lighting improvements will provide a benefit to all Lots within Improvement
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 21
Area #2-A.
Soft Costs
Includes costs related to designing, constructing, and installing the Improvement Area #2-
A Improvements including land planning and design, City fees, engineering, soil testing,
survey, construction management, contingency, legal costs, consultants, and costs
associated with financing the Improvement Area #2-A Improvements.
E. Improvement Area #2 -B Improvements
Erosion Control
Improvements including silt fences, inlet protection, rock check dams, drill seeding, soil
retention blankets, biodegradable erosion control logs, and construction exit/entrances
necessary to provide erosion control for all Lots within Improvement Area #2-B.
Excavation
Excavation improvements include related earthworks, excavation, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #2-B.
Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide
sanitary sewer service for all Lots within Improvement Area #2-B.
Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage for all Lots within Improvement Area
#2-B.
Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service for all Lots within
Improvement Area #2-B.
Paving
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 22
Roadway improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re-
vegetation of all disturbed areas within the right-of-way of Improvement Area #2-B.
Street Lights
Improvements including traffic signage, streetlights, and stop lights are included. These
traffic and lighting improvements will provide a benefit to all Lots within Improvement
Area #2-B.
Soft Costs
Includes costs related to designing, constructing, and installing the Improvement Area #2-
B Improvements including land planning and design, City fees, engineering, soil testing,
survey, construction management, contingency, legal costs, consultants, and costs
associated with financing the Improvement Area #2-B Improvements.
F. Bond Issuance Costs
Debt Service Reserve Fund
Equals the amount to be deposited in a debt service reserve fund under an applicable
Indenture in connection with the issuance of PID Bonds.
Underwriter’s Discount
Equals a percentage of the par amount of a particular series of PID Bonds related to the
costs of underwriting such PID Bonds.
Underwriter’s Counsel Fee
Equals a percentage of the par amount of a particular series of PID Bonds reserved for the
underwriter’s attorney fees.
Cost of Issuance
Includes costs of issuing a particular series of PID Bonds, including but not limited to issuer
fees, attorney fees, financial advisory fees, consultant fees, appraisal fees, printing costs,
publication costs, City costs, fees charged by the Texas Attorney General, and any other
cost or expense directly associated with the issuance of PID Bonds.
G. Other Costs
Deposit to Administrative Fund
Equals the amount necessary to fund the first year’s Annual Collection Costs for a
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 23
particular series of PID Bonds.
SECTION IV: SERVICE PLAN
The PID Act requires the Service Plan to cover a period of at least five years. The Service Plan is
required to define the annual projected costs and indebtedness for the Authorized
Improvements undertaken within the District during the five year period. The Service Plan is also
required to include a copy of the buyer disclosure notice form required by Section 5.014 of the
Texas Property Code, as amended. The Service Plan must be reviewed and updated in each
Annual Service Plan Update. Exhibit C summarizes the Service Plan for Improvement Area #1 and
Improvement Area #2. Pursuant to the PID Act and Section 5.014 of the Texas Property Code, as
amended, this 2024 Amended and Restated Service and Assessment Plan, and any future Annual
Service Plan Updates, shall include a form of the buyer disclosure for the District. The buyer
disclosures are attached hereto as Appendix B.
Exhibit D summarizes the sources and uses of funds required to construct the Authorized
Improvements. The sources and uses of funds shown on Exhibit D shall be updated in an Annual
Service Plan Update to reflect any budget revisions and Actual Costs.
SECTION V: ASSESSMENT PLAN
The PID Act allows the City Council to apportion the costs of the Authorized Improvements to the
Assessed Property and Apportioned Property based on the special benefit received from the
Authorized Improvements. The PID Act provides that such costs may be apportioned: (1) equally
per front foot or square foot; (2) according to the value of property as determined by the City
Council, with or without regard to improvements constructed on the property; or (3) in any other
manner approved by the City Council that results in imposing equal shares of such costs on
property similarly benefited. The PID Act further provides that the City Council may establish by
ordinance or order reasonable classifications and formulas for the apportionment of the cost
between the City and the area to be assessed and the methods of assessing the special benefits
for various classes of improvements.
This section of this 2024 Amended and Restated Service and Assessment Plan describes the
special benefit received by each Parcel within the District as a result of the Authorized
Improvements and provides the basis and justification for the determination that this special
benefit equals or exceeds the amount of the Assessments to be levied on the Assessed Property
for such Authorized Improvements.
The determination by the City Council of the Assessment methodologies set forth below is the
result of the discretionary exercise by the City Council of its legislative authority and
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 24
governmental powers and is conclusive and binding on the Developer and all future owners and
developers of the Assessed Property.
A. Assessment Methodology
The City Council, acting in its legislative capacity and based on information provided by the
Developer and its engineer and reviewed by the City staff and by third-party consultants retained
by the City, has determined that the costs related to the Authorized Improvements were and
shall be allocated as follows:
The costs of the Major Improvements were allocated to the District and the Non-Assessed
Property pro rata based upon acreage at the time of the Original Service and Assessment
Plan. The District was allocated 84.68% of the Major Improvements and the Non-Assessed
Property was allocated 15.32%. See Exhibit B-1 for the allocation of the Major
Improvements between the District and the Non-Assessed Property.
The costs of the Major Improvements allocated to the District, shall be allocated or
apportioned to each Assessed Property and Apportioned Property, as applicable, pro rata
based on the Estimated Buildout Value of all Assessed Property and Apportioned Property
at the time of the applicable Assessment Ordinance. At the time of the 2023 Amended
and Restated Service and Assessment Plan, Improvement Area #1 Assessed Property was
allocated 25.12% of the Major Improvements costs. Currently, the remainder of such
Major Improvements costs, after the allocation to Improvement Area #1 Assessed
Property, shall be allocated 8.02% to Improvement Area #2-A Assessed Property, 17.90%
to Improvement Area #2-B Assessed Property, and the Remainder Area Apportioned
Property shall be apportioned 74.08% of the Major Improvements costs, as shown on
Exhibit B-2.
The costs of the Improvement Area #1 Improvements were allocated to each
Improvement Area #1 Assessed Property based on the ratio of the Estimated Buildout
Value of each Lot Type designated as Improvement Area #1 Assessed Property to the
Estimated Buildout Value of all Improvement Area #1 Assessed Property at the time of
the 2023 Amended and Restated Service and Assessment Plan.
The costs of the Improvement Area #2 Improvements shall be allocated to Improvement
Area #2-A Assessed Property and Improvement Area #2-B Assessed Property pro rata
based on the Estimated Buildout Value of all Improvement Area #2-A Assessed Property
and Improvement Area #2-B Assessed Property. Improvement Area #2-A Assessed
Property shall be allocated 30.93% of the Improvement Area #2 Improvements costs and
Improvement Area #2-B shall be allocated 69.07% of the Improvement Area #2
Improvements costs. See Exhibit B-3 for the allocation of the Improvement Area #2
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 25
Improvements between Improvement Area #2-A Assessed Property and Improvement
Area #2-B Assessed Property.
The costs of the Improvement Area #2-A Authorized Improvements shall be allocated to
each Improvement Area #2-A Assessed Property based on the ratio of the Estimated
Buildout Value of each Parcel designated as Improvement Area #2-A Assessed Property
to the Estimated Buildout Value of all Improvement Area #2-A Assessed Property.
Currently, the Improvement Area #2-A Initial Parcel is the only Parcel within Improvement
Area #2-A, and as such, the Improvement Area #2-A Initial Parcel is allocated 100% of the
Improvement Area #2-A Authorized Improvements.
The costs of the Improvement Area #2-B Authorized Improvements shall be allocated to
each Improvement Area #2-B Assessed Property based on the ratio of the Estimated
Buildout Value of each Parcel designated as Improvement Area #2-B Assessed Property
to the Estimated Buildout Value of all Improvement Area #2-B Assessed Property.
Currently, the Improvement Area #2-B Initial Parcel is the only Parcel within Improvement
Area #2-B, and as such, the Improvement Area #2-B Initial Parcel is allocated 100% of the
Improvement Area #2-B Authorized Improvements.
B. Assessments
The Improvement Area #1 Assessment was levied on the Improvement Area #1 Initial Parcel at
the time the City Council approved the 2023 Assessment Ordinance and is currently outstanding
in the amount shown on the Improvement Area #1 Assessment Roll, attached hereto as Exhibit
F-1. The projected Improvement Area #1 Annual Installments are shown on Exhibit F-2, and are
subject to revisions made in any Annual Service Plan Update.
The Improvement Area #2-A Assessments will be levied on the Improvement Area #2-A Initial
Parcel in the amount on the Improvement Area #2-A Assessment Roll, attached hereto as Exhibit
G-1. The projected Improvement Area #2-A Annual Installments are shown on Exhibit G-2. Upon
division or subdivision of the Improvement Area #2-A Initial Parcel, the Improvement Area #2-A
Assessments will be reallocated pursuant to Section VI, and are subject to revisions made in any
Annual Service Plan Update.
The Improvement Area #2-B Assessments will be levied on the Improvement Area #2-B Initial
Parcel in the amount on the Improvement Area #2-B Assessment Roll, attached hereto as Exhibit
G-3. The projected Improvement Area #2-B Annual Installments are shown on Exhibit G-4. Upon
division or subdivision of the Improvement Area #2-B Initial Parcel, the Improvement Area #2-B
Assessments will be reallocated pursuant to Section VI, and are subject to revisions made in any
Annual Service Plan Update.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 26
The Maximum Assessment for each current Lot Type within the District is shown on Exhibit E. In
no case will the Assessment for Lot Type 1, Lot Type 2, Lot Type 3, Lot Type 4, and Lot Type 5,
respectively, exceed the corresponding Maximum Assessment for each Lot classification.
C. Findings of Special Benefit
Acting in its legislative capacity and based on information provided by the Developer and its
engineer and reviewed by the City staff and by third-party consultants retained by the City, the
City Council has found and determined:
Improvement Area #1
The costs of the Improvement Area #1 Authorized Improvements equal
$9,896,676 as shown on Exhibit B-1; and
The Improvement Area #1 Assessed Property receives special benefit from the
Improvement Area #1 Authorized Improvements equal to or greater than the
Actual Cost of the Improvement Area #1 Authorized Improvements; and
With the adoption of the 2023 Assessment Ordinance, the Improvement Area #1
Assessed Property was allocated 100% of the Improvement Area #1 Assessment
levied for the Improvement Area #1 Authorized Improvements, which equals
$7,419,000.00 as shown on the debt service schedule of the official statement for
Improvement Area #1 Bonds attached hereto as Exhibit J, and outstanding
$7,251,383.88 as further described in Section IX.C and shown on the
Improvement Area #1 Assessment Roll attached hereto as Exhibit F-1; and
The special benefit expected at the time the City Council approved the Original
Service and Assessment Plan ( $9,896,676) received by the Improvement Area
#1 Assessed Property from the Improvement Area #1 Authorized Improvements
were equal to or greater than the amount of the Improvement Area #1
Assessment ($7,419,000) levied on the Improvement Area #1 Assessed Property
for the Improvement Area #1 Authorized Improvements; and
At the time the City Council approved the 2023 Assessment Ordinance, the
Developer owned 100% of the Improvement Area #1 Initial Parcel. The Developer
acknowledged that the Improvement Area #1 Authorized Improvements
conferred a special benefit on the Improvement Area #1 Initial Parcel and
consented to the imposition of the Improvement Area #1 Assessment to pay for
the Actual Costs associated therewith. The Developer ratified, confirmed,
accepted, agreed to, and approved: (1) the determinations and findings by the City
Council as to the special benefits described therein and the 2023 Assessment
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 27
Ordinance; (2) the Original Service and Assessment Plan and the 2023 Assessment
Ordinance; and (3) the levying of the Improvement Area #1 Assessment on the
Improvement Area #1 Initial Parcel.
Improvement Area #2-A
The costs of Improvement Area #2-A Authorized Improvements equal $4,884,638,
as shown on Exhibit B-1; and
Improvement Area #2-A Assessed Property receives special benefit from the
Improvement Area #2-A Authorized Improvements equal to or greater than the
Actual Cost of the Improvement Area #2-A Authorized Improvements; and
The Improvement Area #2-A Assessed Property will be allocated 100% of the
Improvement Area #2-A Assessment to be levied for the Improvement Area #2-A
Authorized Improvements, which equals $1,753,814; and
The special benefit ( $4,884,638) received by the Improvement Area #2-A Initial
Parcel from the Improvement Area #2-A Authorized Improvements is equal to or
greater than the amount of the Improvement Area #2-A Assessment ($1,753,814)
to be levied on the Improvement Area #2-A Initial Parcel for the Improvement
Area #2-A Authorized Improvements; and
It is anticipated, at the time the City Council approves this 2024 Amended and
Restated Service and Assessment Plan, the Developer will own 100% of the
Improvement Area #2-A Initial Parcel. The Developer will acknowledge that the
Improvement Area #2-A Authorized Improvements confer a special benefit on the
Improvement Area #2-A Initial Parcel and will consent to the imposition of the
Improvement Area #2-A Assessment to pay for the Actual Costs associated
therewith. The Developer will ratify, confirm, accept, agree to, and approve: (1)
the determinations and findings by the City Council as to the special benefits
described herein and the 2024 Assessment Ordinance; (2) this 2024 Amended and
Restated Service and Assessment Plan and the 2024 Assessment Ordinance; and
(3) the levying of the Improvement Area #2-A Assessment on the Improvement
Area #2-A Initial Parcel.
Improvement Area #2-B
The costs of Improvement Area #2-B Authorized Improvements equal $7,950,639,
as shown on Exhibit B-1; and
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 28
Improvement Area #2-B Assessed Property receives special benefit from the
Improvement Area #2-B Authorized Improvements equal to or greater than the
Actual Cost of the Improvement Area #2-B Authorized Improvements; and
The Improvement Area #2-B Assessed Property will be allocated 100% of the
Improvement Area #2-B Assessment to be levied for the Improvement Area #2-B
Authorized Improvements, which equals $3,916,186; and
The special benefit ( $7,950,639) received by the Improvement Area #2-B Initial
Parcel from the Improvement Area #2-B Authorized Improvements is equal to or
greater than the amount of the Improvement Area #2-B Assessment ($3,916,186)
to be levied on the Improvement Area #2-B Initial Parcel for the Improvement
Area #2-B Authorized Improvements; and
It is anticipated, at the time the City Council approves this 2024 Amended and
Restated Service and Assessment Plan, the Developer will own 100% of the
Improvement Area #2-B Initial Parcel. The Developer will acknowledge that the
Improvement Area #2-B Authorized Improvements confer a special benefit on the
Improvement Area #2-B Initial Parcel and will consent to the imposition of the
Improvement Area #2-B Assessment to pay for the Actual Costs associated
therewith. The Developer will ratify, confirm, accept, agree to, and approve: (1)
the determinations and findings by the City Council as to the special benefits
described herein and the 2024 Assessment Ordinance; (2) this 2024 Amended and
Restated Service and Assessment Plan and the 2024 Assessment Ordinance; and
(3) the levying of the Improvement Area #2-B Assessment on the Improvement
Area #2-B Initial Parcel.
Remainder Area
The costs of the Remainder Area Projects apportioned to the Remainder Area
Apportioned Property as financed by the Developer equals $2,966,098 as shown
on Exhibit B-1; and
The Remainder Area receives special benefit from the Remainder Area Projects
equal to or greater than the Actual Cost of the Remainder Area Projects
apportioned to the Remainder Area Apportioned Property; and
The Remainder Area Apportioned Property will be apportioned 100% of the
Remainder Area Projects, which equals $2,966,098 as shown on Exhibit B-2, of
which all or a portion of such amount is expected to be levied by the City at a later
date; and
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 29
It is anticipated, at the time the City Council approves this 2024 Amended and
Restated Service and Assessment Plan, the Developer will own 100% of the
Remainder Area Apportioned Property. The Developer will acknowledge that the
Remainder Area Projects confer a special benefit on the Remainder Area
Apportioned Property and will consent to the imposition of the Remainder Area
Apportionment of Costs in anticipation of a future levy of Assessments by the City
Council to pay for all or a portion of the Actual Costs associated therewith. The
Developer will ratify, confirm, accept, agree to, and approve: (1) the
determinations and findings by the City Council as to the special benefits
described herein; (2) this 2024 Amended and Restated Service and Assessment
Plan; and (3) the Remainder Area Apportionment of Costs.
The above costs include only the costs of Remainder Area Projects and do not
include any costs of public infrastructure benefiting only the Remainder Areas,
which may be identified in a future update to this 2024 Amended and Restated
Service and Assessment Plan.
D. Annual Collection Costs
The Annual Collection Costs shall be paid for annually by the owner of each Parcel pro rata based
on the ratio of the amount of outstanding Assessment remaining on the Parcel to the total
outstanding Assessment. The Annual Collection Costs shall be collected as part of and in the same
manner as Annual Installments in the amounts shown on the Assessment Roll, which may be
revised based on Actual Costs incurred in Annual Service Plan Updates.
E. Additional Interest
The interest rate on Assessments securing each respective series of PID Bonds may exceed the
interest rate on each respective series of PID Bonds by the Additional Interest Rate. To the extent
required by any Indenture, Additional Interest shall be collected as part of each Annual
Installment related to a series of PID Bonds and shall be deposited pursuant to the applicable
Indenture.
The interest on the Improvement Area #2-A Assessment securing the Improvement Area #2-A
Reimbursement Obligation shall be collected at rates established under the Improvement Area
#2-A Reimbursement Agreement as part of the Improvement Area #2-A Annual Installment
pursuant to the Improvement Area #2-A Reimbursement Agreement, which will not include
Additional Interest unless and until Improvement Area #2 Bonds are issued.
The interest on the Improvement Area #2-B Assessment securing the Improvement Area #2-B
Reimbursement Obligation shall be collected at rates established under the Improvement Area
#2-B Reimbursement Agreement as part of the Improvement Area #2-B Annual Installment
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 30
pursuant to the Improvement Area #2-B Reimbursement Agreement, which will not include
Additional Interest unless and until Improvement Area #2 Bonds are issued.
SECTION VI: TERMS OF THE ASSESSMENTS
Any reallocation of Assessments as described in this Section VI shall be considered an
administrative action of the City and will not be subject to the notice or public hearing
requirements under the PID Act.
A. Reallocation of Assessments
1. Upon Division Prior to Recording of Subdivision Plat
Upon the division of any Assessed Property (without the recording of a subdivision plat),
the Administrator shall reallocate the Assessment for the Assessed Property prior to the
division among the newly divided Assessed Properties according to the following formula:
A = B x (C ÷ D)
Where the terms have the following meanings:
A = the Assessment for the newly divided Assessed Property
B = the Assessment for the Assessed Property prior to division
C = the Estimated Buildout Value of the newly divided Assessed Property
D = the sum of the Estimated Buildout Value for all of the newly divided Assessed
Properties
The calculation of the Assessment of an Assessed Property shall be performed by the
Administrator and shall be based on the Estimated Buildout Value of that Assessed
Property, relying on information from homebuilders, market studies, appraisals, Official
Public Records of the County, and any other relevant information regarding the Assessed
Property, as provided by the Developer. The Estimated Buildout Value for Lot Type 1, Lot
Type 2, Lot Type 3, Lot Type 4, and Lot Type 5 are shown on Exhibit E and will not change
in future Annual Service Plan Updates. The calculation as confirmed by the City Council
shall be conclusive.
The sum of the Assessments for all newly divided Assessed Properties shall equal the
Assessment for the Assessed Property prior to subdivision. The calculation shall be made
separately for each newly divided Assessed Property. The reallocation of an Assessment
for an Assessed Property that is a homestead under Texas law may not exceed the
Assessment prior to the reallocation. Any reallocation pursuant to this section shall be
reflected in the next Annual Service Plan Update and approved by the City Council.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 31
2. Upon Subdivision by a Recorded Subdivision Plat
Upon the subdivision of any Assessed Property based on a recorded subdivision plat, the
Administrator shall reallocate the Assessment for the Assessed Property prior to the
subdivision among the new subdivided Lots based on Estimated Buildout Value according
to the following formula:
A = [B x (C ÷ D)]/E
Where the terms have the following meanings:
A = the Assessment for the newly subdivided Lot
B = the Assessment for the Parcel prior to subdivision
C = the sum of the Estimated Buildout Value of all newly subdivided Lots with the
same Lot Type
D = the sum of the Estimated Buildout Value for all of the newly subdivided Lots
excluding Non-Benefited Property
E= the number of newly subdivided Lots with the same Lot Type
Prior to the recording of a subdivision plat, the Developer shall provide the City an
Estimated Buildout Value as of the date of the recorded subdivision plat for each Lot
created by the recorded subdivision plat. The calculation of the Assessment for a Lot shall
be performed by the Administrator and confirmed by the City Council based on Estimated
Buildout Value information provided by the Developer, homebuilders, third party
consultants, and/or the Official Public Records of the County regarding the Lot. The
Estimated Buildout Value for Lot Type 1, Lot Type 2, Lot Type 3, Lot Type 4, and Lot Type
5 are shown on Exhibit E and will not change in future Annual Service Plan Updates.
The sum of the Assessments for all newly subdivided Lots shall not exceed the Assessment
for the portion of the Assessed Property subdivided prior to subdivision. The calculation
shall be made separately for each newly subdivided Assessed Property. The reallocation
of an Assessment for an Assessed Property that is a homestead under Texas law may not
exceed the Assessment prior to the reallocation. Any reallocation pursuant to this section
shall be reflected in the Annual Service Plan Update immediately following such
reallocation.
3. Upon Consolidation
If two or more Lots or Parcels are consolidated into a single Lot or Parcel, the
Administrator shall allocate the Assessments against the Lots or Parcels before the
consolidation to the consolidated Lot or Parcel, which allocation shall be approved by the
City Council in the next Annual Service Plan Update immediately following such
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 32
consolidation. The Assessment for any resulting Lot may not exceed the Maximum
Assessment for the applicable Lot Type and compliance may require a mandatory
Prepayment of Assessments pursuant to Section VI.C.
B. Mandatory Prepayment of Assessments
If an Assessed Property or a portion thereof is conveyed to a party that is exempt from payment
of the Assessment under applicable law, or the owner causes a Lot, Parcel or portion thereof to
become Non-Benefited Property, the owner of such Lot, Parcel or portion thereof shall pay to
the City, or cause to be paid to the City, the full amount of the Assessment, plus all Prepayment
Costs and Delinquent Collection Costs for such Assessed Property, prior to any such conveyance
or act, and no such conveyance shall be effective until the City receives such payment. Following
payment of the foregoing costs in full, the City shall provide the owner with a recordable “Notice
of Assessment Termination,” a form of which is attached hereto as Exhibit I.
C. True-Up of Assessments if Maximum Assessment Exceeded at Plat
Prior to the City approving a final subdivision plat, the Administrator will certify that such plat
will not result in the Assessment per Lot for any Lot Type to exceed the Maximum Assessment. If
the Administrator determines that the resulting Assessment per Lot for any Lot Type will exceed
the Maximum Assessment for that Lot Type, then (1) the Assessment applicable to each Lot Type
shall each be reduced to the Maximum Assessment, and (2) the person or entity filing the plat
shall pay to the City, or cause to be paid to the City, the amount the Assessment was reduced,
plus Prepayment Costs and Delinquent Collection Costs, if any, prior to the City approving the
final plat. The City’s approval of a plat without payment of such amounts does not eliminate the
obligation of the person or entity filing the plat to pay such amounts. At no time shall the
aggregate Assessments for any Lot exceed the Maximum Assessment.
D. Reduction of Assessments
If as a result of cost savings or the failure to construct all or a portion of an Authorized
Improvement, the Actual Costs of completed Authorized Improvements are less than the
Assessments, then (i) in the event PID Bonds are not issued, the City Council shall reduce each
Assessment on a pro rata basis such that the sum of the resulting reduced Assessments for all
Assessed Property equals the reduced Actual Costs that were expended, or (ii) in the event that
a related series of PID Bonds are issued, the Trustee shall apply amounts on deposit in the
applicable account of the project fund created under the Indenture relating to such series of PID
Bonds, that are not expected to be used for the purposes of the project fund to redeem
outstanding PID Bonds, unless otherwise directed by the City pursuant to the terms of such
Indenture. Such excess PID Bond proceeds may be used for any purpose authorized by such
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 33
Indenture. The Assessments shall never be reduced to an amount less than the amount required
to pay all outstanding debt service requirements on all outstanding PID Bonds.
The Administrator shall update (and submit to the City Council for review and approval as part of
the next Annual Service Plan Update) the Assessment Roll and corresponding Annual Installments
to reflect the reduced Assessments.
E. Prepayment of Assessments
The owner of any Assessed Property may pay, at any time, all or any part of an Assessment in
accordance with the PID Act. Prepayment Costs, if any, may be paid from a reserve established
under the applicable Indenture. If an Annual Installment has been billed, or the Annual Service
Plan Update has been approved by the City Council prior to the Prepayment, the Annual
Installment shall be due and payable and shall be credited against the Prepayment.
If an Assessment on an Assessed Property is prepaid in full, with Prepayment Costs, (1) the
Administrator shall cause the Assessment to be reduced to zero on said Assessed Property and
the Assessment Roll to be revised accordingly; (2) the Administrator shall prepare the revised
Assessment Roll and submit such revised Assessment Roll to the City Council for review and
approval as part of the next Annual Service Plan Update; (3) the obligation to pay the Assessment
and corresponding Annual Installments shall terminate with respect to said Assessed Property;
and (4) the City shall provide the owner with a recordable "Notice of Assessment Termination.”
If an Assessment on an Assessed Property is prepaid in part, with Prepayment Costs: (1) the
Administrator shall cause the Assessment to be reduced on said Assessed Property and the
Assessment Roll revised accordingly; (2) the Administrator shall prepare the revised Assessment
Roll and submit such revised Assessment Roll to the City Council for review and approval as part
of the next Annual Service Plan Update; and (3) the obligation to pay the Assessment will be
reduced to the extent of the Prepayment made.
For purposes of Prepayments, if a particular series of PID Bonds are issued, the Improvement
Area #2-A Reimbursement Obligation will be subordinated to (i) the Improvement Area #2 Bonds,
if issued, and (ii) any additional PID Bonds secured by a parity lien on the Improvement Area #2-
A Assessments issued to refinance all or a portion of the Improvement Area #2-A Reimbursement
Obligation. Additionally, the Improvement Area #2-B Reimbursement Obligation will be
subordinated to (i) the Improvement Area #2 Bonds, if issued, and (ii) any additional PID Bonds
secured by a parity lien on the Improvement Area #2-B Assessments issued to refinance all or a
portion of the Improvement Area #2-B Reimbursement Obligation. For purposes of Prepayments,
additional PID Bonds issued to refinance all or a portion of the Improvement Area #2-A
Reimbursement Obligation and Improvement Area #2-B Reimbursement Obligation will be on
parity with the Improvement Area #2 Bonds.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 34
F. Payment of Assessment in Annual Installments
Assessments that are not paid in full shall be due and payable in Annual Installments. Exhibit F-2
shows the projected Improvement Area #1 Annual Installments, Exhibit G-2 shows the projected
Improvement Area #2-A Annual Installments, and Exhibit G-4 shows the projected Improvement
Area #2-B Annual Installments. Annual Installments are subject to adjustment in each Annual
Service Plan Update.
Prior to the recording of a final subdivision plat, if any Parcel shown on the Assessment Roll is
assigned multiple tax parcel identification numbers for billing and collection purposes, the Annual
Installment shall be allocated pro rata based on the acreage of the property, not including any
Non-Benefited Property or Non-Assessed Property, as shown by the Collin Central Appraisal
District for each tax parcel identification number.
The Administrator shall prepare and submit to the City Council for its review and approval an
Annual Service Plan Update to allow for the billing and collection of Annual Installments. Each
Annual Service Plan Update shall include updated Assessment Rolls and updated calculations of
Annual Installments. The Annual Collection Costs for a given Assessment shall be paid by the
owner of each Parcel pro rata based on the ratio of the amount of outstanding Assessment
remaining on the Parcel to the total outstanding Assessment. Annual Installments shall be
reduced by any credits applied under an applicable Indenture, such as capitalized interest,
interest earnings on account balances, and any other funds available to the Trustee for such
purposes. Annual Installments shall be collected by the City in the same manner and at the same
time as ad valorem taxes. Annual Installments shall be subject to the penalties, procedures, and
foreclosure sale in case of delinquencies as set forth in the PID Act and in the same manner as ad
valorem taxes due and owing to the City. The City Council may provide for other means of
collecting Annual Installments. Assessments shall have the lien priority specified in the PID Act.
Sales of the Assessed Property for nonpayment of Annual Installments shall be subject to the lien
for the remaining unpaid Annual Installments against the Assessed Property, and the Assessed
Property may again be sold at a judicial foreclosure sale if the purchaser fails to timely pay any of
the remaining unpaid Annual Installments as they become due and payable.
The City reserves the right to refund PID Bonds in accordance with applicable law, including the
PID Act. In the event of a refunding, the Administrator shall recalculate the Annual Installments
so that total Annual Installments will be sufficient to pay the refunding bonds, and the refunding
bonds shall constitute “PID Bonds.”
Each Annual Installment of an Assessment, including interest on the unpaid principal of the
Assessment, shall be updated annually. Each Annual Installment shall be due when billed and
shall be delinquent if not paid prior to February 1 of the following year.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 35
Failure of an owner of an Assessed Property to receive an invoice for an Annual Installment shall
not relieve said owner of the responsibility for payment of the Assessment. Assessments, or
Annual Installments thereof, that are delinquent shall incur Delinquent Collection Costs. The City
may provide for other means of collecting the Annual Installments to the extent permitted by the
PID Act, or other applicable law.
G. Prepayment as a Result of an Eminent Domain Proceeding or Taking
Subject to applicable law, if any portion of any Parcel of Assessed Property is taken from an owner
as a result of eminent domain proceedings or if a transfer of any portion of any Parcel of Assessed
Property is made to an entity with the authority to condemn all or a portion of the Assessed
Property in lieu of or as a part of an eminent domain proceeding (a “Taking”), the portion of the
Assessed Property that was taken or transferred (the “Taken Property”) shall be reclassified as
Non-Benefited Property.
For the Assessed Property that is subject to the Taking as described in the preceding paragraph,
the Assessment that was levied against the Assessed Property (when it was included in the Taken
Property) prior to the Taking shall remain in force against the remaining Assessed Property (the
Assessed Property less the Taken Property) (the “Retained Property”), following the
reclassification of the Taken Property as Non-Benefited Property, subject to an adjustment of the
Assessment applicable to the Retained Property after any required Prepayment as set forth
below. The owner of the Retained Property will remain liable to pay in Annual Installments, or
payable as otherwise provided by this 2024 Amended and Restated Service and Assessment Plan,
as updated, or the PID Act, the Assessment that remains due on the Retained Property, subject
to an adjustment in the Assessment applicable to the Retained Property after any required
Prepayment as set forth below. Notwithstanding the foregoing, if the Assessment that remains
due on the Retained Property exceeds the applicable Maximum Assessment, the owner of the
Retained Property will be required to make a Prepayment in an amount necessary to ensure that
the Assessment against the Retained Property does not exceed such Maximum Assessment, in
which case the Assessment applicable to the Retained Property will be reduced by the amount
of the partial Prepayment. If the City receives all or a portion of the eminent domain proceeds
(or payment made in an agreed sale in lieu of condemnation), such amount shall be credited
against the amount of prepayment, with any remainder credited against the Assessment on the
Retained Property.
In all instances the Assessment remaining on the Retained Property shall not exceed the
applicable Maximum Assessment.
By way of illustration, if an owner owns 100 acres of Assessed Property subject to a $100
Assessment and 10 acres is taken through a Taking, the 10 acres of Taken Property shall be
reclassified as Non-Benefited Property and the remaining 90 acres of Retained Property shall be
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 36
subject to the $100 Assessment (provided that this $100 Assessment does not exceed the
Maximum Assessment on the Retained Property). If the Administrator determines that the $100
Assessment reallocated to the Retained Property would exceed the Maximum Assessment, as
applicable, on the Retained Property by $10, then the owner shall be required to pay $10 as a
Prepayment of the Assessment against the Retained Property and the Assessment on the
Retained Property shall be adjusted to be $90.
Notwithstanding the previous paragraphs in this subsection, if the owner of the Retained
Property notifies the City and the Administrator that the Taking prevents the Retained Property
from being developed for any use which could support the Estimated Buildout Value
requirement, the owner shall, upon receipt of the compensation for the Taken Property, be
required to prepay the amount of the Assessment required to buy down the outstanding
Assessment to the applicable Maximum Assessment on the Retained Property to support the
Estimated Buildout Value requirement. Said owner will remain liable to pay the Annual
Installments on both the Taken Property and the Retained Property until such time that such
Assessment has been prepaid in full.
Notwithstanding the previous paragraphs in this subsection, the Assessments shall never be
reduced to an amount less than the amount required to pay all outstanding debt service
requirements on all outstanding PID Bonds.
SECTION VII: ASSESSMENT ROLL
The Improvement Area #1 Assessment Roll is attached as Exhibit F-1. The Administrator shall
prepare and submit to the City Council for review and approval proposed revisions to the
Improvement Area #1 Assessment Roll and Improvement Area #1 Annual Installments for each
Parcel as part of each Annual Service Plan Update.
The Improvement Area #2-A Assessment Roll is attached as Exhibit G-1. The Administrator shall
prepare and submit to the City Council for review and approval proposed revisions to the
Improvement Area #2-A Assessment Roll and Improvement Area #2-A Annual Installments for
each Parcel as part of each Annual Service Plan Update.
The Improvement Area #2-B Assessment Roll is attached as Exhibit G-3. The Administrator shall
prepare and submit to the City Council for review and approval proposed revisions to the
Improvement Area #2-B Assessment Roll and Improvement Area #2-B Annual Installments for
each Parcel as part of each Annual Service Plan Update.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 37
SECTION VIII: ADDITIONAL PROVISIONS
A. Calculation Errors
If the owner of a Parcel claims that an error has been made in any calculation required by this
2024 Amended and Restated Service and Assessment Plan, including, but not limited to, any
calculation made as part of any Annual Service Plan Update, said owner’s sole and exclusive
remedy shall be to submit a written notice of error to the Administrator by December 1st of the
year following City Council’s approval of the calculation. Otherwise, said owner shall be deemed
to have unconditionally approved and accepted the calculation. The Administrator shall provide
a written response to the City Council and the owner not later than 30 days of such receipt of a
written notice of error by the Administrator. The City Council shall consider the owner’s notice
of error and the Administrator’s response at a public meeting, and not later than 30 days after
closing such meeting, the City Council shall make a final determination as to whether an error
has been made. If the City Council determines that an error has been made, the City Council shall
take such corrective action as is authorized by the PID Act, this 2024 Amended and Restated
Service and Assessment Plan, the applicable Assessment Ordinance, the applicable Indenture, or
as otherwise authorized by the discretionary power of the City Council. The determination by the
City Council as to whether an error has been made, and any corrective action taken by the City
Council, shall be final and binding on the owner and the Administrator.
B. Amendments
Amendments to this 2024 Amended and Restated Service and Assessment Plan must be made
by the City Council in accordance with the PID Act. To the extent permitted by the PID Act, this
2024 Amended and Restated Service and Assessment Plan may be amended without notice to
owners of the Assessed Property: (1) to correct mistakes and clerical errors; (2) to clarify
ambiguities; and (3) to provide procedures to collect Assessments, Annual Installments, and
other charges imposed by this 2024 Amended and Restated Service and Assessment Plan.
C. Administration and Interpretation
The Administrator shall: (1) perform the obligations of the Administrator as set forth in this 2024
Amended and Restated Service and Assessment Plan; (2) administer the District for and on behalf
of and at the direction of the City Council; and (3) interpret the provisions of this 2024 Amended
and Restated Service and Assessment Plan. Interpretations of this 2024 Amended and Restated
Service and Assessment Plan by the Administrator shall be in writing and shall be appealable to
the City Council by owners of Assessed Property adversely affected by the interpretation. Appeals
shall be decided by the City Council after holding a public meeting at which all interested parties
have an opportunity to be heard. Decisions by the City Council shall be final and binding on the
owners of Assessed Property and developers and their successors and assigns.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 38
D. Form of Buyer Disclosure; Filing Requirements
Per Section 5.014 of the Texas Property Code, as amended, this 2024 Amended and Restated
Service and Assessment Plan, and any future Annual Service Plan Updates, shall include a form
of the buyer disclosures for the District. The buyer disclosures are attached hereto as Appendix
B. Within seven days of approval by the City Council, the City shall file and record in the real
property records of the County the executed ordinance approving this 2024 Amended and
Restated Service and Assessment Plan, or any future Annual Service Plan Updates. The executed
ordinance, including any attachments, approving this Service an Assessment Plan or any future
Annual Service Plan Updates shall be filed and recorded in their entirety.
E. Severability
If any provision of this 2024 Amended and Restated Service and Assessment Plan is determined
by a governmental agency or court to be unenforceable, the unenforceable provision shall be
deleted and, to the maximum extent possible, shall be rewritten to be enforceable. Every effort
shall be made to enforce the remaining provisions.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 39
SECTION IX: ADDITIONAL UPDATES
A. Parcel Subdivision
Improvement Area #1
The final plat of The Woods At Lindsey Place Phase 1 was filed and recorded with the County on
March 21, 2023, and consists of 218 residential Lots and 4 Non-Benefited Properties. The final
plat of The Woods At Lindsey Place Phase 1 is attached hereto as Exhibit A-3.
See the completed Lot Type classification summary within Improvement Area #1 below:
B. Lot and Home Sales
Improvement Area #1
Per the Quarterly Report dated March 31, 2024, the lot ownership composition is provided
below:
Developer Owned:
o Lot Type 1: 56 Lots
o Lot Type 2: 1 Lots
End-User Owner:
o Lot Type 1: 132 Lots
o Lot Type 2: 29 Lots
See Appendix B for the buyer disclosures.
C. Outstanding Assessment
Improvement Area #1
Net of the September 1, 2024, payment, Improvement Area #1 has an outstanding Assessment
of $7,251,383.88. The outstanding Assessment is less than the $7,286,000.00 in outstanding
Lot Type Number of Lots
Lot Type 1 188
Lot Type 2 30
Total 218
Improvement Area #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 40
Improvement Area #1 Bonds due to a Prepayment of Assessment for which Improvement Area
#1 Bonds have not yet been redeemed.
D. Annual Installment Due 1/31/2025
Improvement Area #1
Principal and Interest - The total principal and interest required for the Improvement
Area #1 Annual Installment is $523,977.50. The Improvement Area #1 Annual Installment
covers the period September 1, 2024, to August 31, 2025, and is due by January 31, 2025.
Additional Interest – The total Additional Interest is collected to fund the Delinquency
and Prepayment Reserve Account. The Additional Interest Reserve Requirement is equal
to $400,730.00, and has not been met. As such, the Delinquency and Prepayment Reserve
Account will be funded with Additional Interest on the outstanding Assessment, resulting
in an Additional Interest amount due of $36,430.00, as further defined in the applicable
Indenture.
Annual Collection Costs – The cost of administering the District and collecting the
Improvement Area #1 Annual Installments shall be paid for on a pro rata basis by each
Parcel based on the amount of outstanding Assessment remaining on the Parcel. The
Total Annual Collection Costs budgeted for the Improvement Area #1 Annual Installment
is $46,818.00.
See Exhibit J for the debt service schedule for the Improvement Area #1 Bonds as shown in the
official statement.
E. Prepayment of Assessments in Full
Improvement Area #1
Administration 30,600.00$
City Auditor 1,000.00
Filing Fees 1,000.00
County Collection 218.00
PID Trustee Fees 4,000.00
Dissemination Agent 1,500.00
Draw Request Review 5,000.00
Miscellaneous 1,000.00
Arbitrage Calculation 2,500.00
Total Annual Collection Costs 46,818.00$
Improvement Area #1
Annual Collection Costs Breakdown
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 41
The following is a list of all Parcels or Lots that made a Prepayment in full within Improvement
Area #1.
Property ID Address Lot Type
Prepayment
Amount
Prepayment
Date
Recorded Lien
Release Number
2878333 2117 Hampton St Lot Type 2 32,872.56$ 11/28/2023 Pending
Improvement Area #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 42
EXHIBITS
The following Exhibits are attached to and made a part of this 2024 Amended and Restated
Service and Assessment Plan for all purposes:
Exhibit A-1 Map of the District
Exhibit A-2 Map of Improvement Area #1, Improvement Area #2 & Remainder Area
Exhibit A-3 Final Plat of Improvement Area #1
Exhibit A-4 Preliminary Plat of Improvement Area #2-A
Exhibit A-5 Preliminary Plat of Improvement Area #2-B
Exhibit A-6 Lot Type Classification Map
Exhibit B-1 Project Costs
Exhibit B-2 Major Improvement Apportionment of Costs
Exhibit B-3 Improvement Area #2 Allocation of Costs
Exhibit C Service Plan
Exhibit D Sources and Uses of Funds
Exhibit E Maximum Assessment and Tax Rate Equivalent
Exhibit F-1 Improvement Area #1 Assessment Roll
Exhibit F-2 Improvement Area #1 Annual Installments
Exhibit G-1 Improvement Area #2-A Assessment Roll
Exhibit G-2 Projected Improvement Area #2-A Annual Installments
Exhibit G-3 Improvement Area #2-B Assessment Roll
Exhibit G-4 Projected Improvement Area #2-B Annual Installments
Exhibit H-1 Maps of Major Improvements
Exhibit H-2 Maps of Improvement Area #1 Improvements
Exhibit H-3 Maps of Improvement Area #2 Improvements, Improvement Area #2-A
Improvements, and Improvement Area #2-B Improvements
Exhibit I Form of Notice of Assessment Termination
Exhibit J Debt Service Schedule for Improvement Area #1 Bonds
Exhibit L-1 District Legal Description
Exhibit L-2 Improvement Area #1 Legal Description
Exhibit L-3 Improvement Area #2-A Legal Description
Exhibit L-4 Improvement Area #2-B Legal Description
Exhibit L-5 Remainder Area Legal Description
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 43
APPENDICES
The following Appendices are attached to and made a part of this 2024 Amended and Restated
Service and Assessment Plan for all purposes:
Appendix A Improvement Area #2 Invoice Summary Table
Appendix B Buyer Disclosures
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 44
EXHIBIT A-1 – MAP OF THE DISTRICT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 45
EXHIBIT A-2 – MAP OF IMPROVEMENT AREA #1, IMPROVEMENT AREA #2 & REMAINDER AREA
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 46
EXHIBIT A-3 – FINAL PLAT OF IMPROVEMENT AREA #1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 47
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 48
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 49
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 50
EXHIBIT A-4 – PRELIMINARY PLAT OF IMPROVEMENT AREA #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 51
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 52
EXHIBIT A-5 – PRELIMINARY PLAT OF IMPROVEMENT AREA #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 53
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 54
EXHIBIT A-6 – LOT TYPE CLASSIFICATION MAP
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 55
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 56
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMEDNED AND RESTATED SERVICE AND ASSESSMENT PLAN 57
EXHIBIT B-1 – PROJECT COSTS
% Cost % Cost % Cost % Cost
Major Improvements [c],[d]
Excavation 612,616$ 93,824$ -$ 518,792$ 25.12% 130,334$ 6.00% 31,143$ 53.36% 69,542$ 55.47% 287,773$
Sanitary Sewer 1,212,374 185,679 - 1,026,695 25.12% 257,932 6.00% 61,633 53.36% 137,624 55.47% 569,506
Storm Sewer 1,136,739 174,095 - 962,644 25.12% 241,841 6.00% 57,788 53.36% 129,038 55.47% 533,977
Water 758,402 116,152 - 642,250 25.12% 161,350 6.00% 38,555 53.36% 86,091 55.47% 356,255
Paving 1,450,080 222,084 - 1,227,996 25.12% 308,504 6.00% 73,717 53.36% 164,607 55.47% 681,167
Soft Costs[e]1,144,068 175,218 - 968,850 25.12% 243,400 6.00% 58,161 53.36% 129,870 55.47% 537,420
6,314,279$ 967,052$ -$ 5,347,227$ 1,343,359$ 320,997$ 716,772$ 2,966,098$
Improvement Area #1 Improvements
Erosion Control 57,000$ -$ -$ 57,000$ 100% 57,000$ 0.00% -$ 0.00% -$ 0.00% -$
Excavation 162,500 - - 162,500 100% 162,500 0.00% - 0.00% - 0.00% -
Sanitary Sewer 1,053,228 - - 1,053,228 100% 1,053,228 0.00% - 0.00% - 0.00% -
Storm Sewer 1,771,838 - - 1,771,838 100% 1,771,838 0.00% - 0.00% - 0.00% -
Water 1,123,596 - - 1,123,596 100% 1,123,596 0.00% - 0.00% - 0.00% -
Paving 1,772,441 - - 1,772,441 100% 1,772,441 0.00% - 0.00% - 0.00% -
Street Lights 66,000 - - 66,000 100% 66,000 0.00% - 0.00% - 0.00% -
Soft Costs[e]1,329,145 - - 1,329,145 100% 1,329,145 0.00% - 0.00% - 0.00% -
7,335,748$ -$ -$ 7,335,748$ 7,335,748$ -$ -$ -$
Improvement Area #2 Improvements [f]
Excavation 9,231$ -$ -$ 9,231$ 0.00% -$ 30.93% 2,855$ 69.07% 6,376$ 0.00% -$
Sanitary Sewer 184,060 - - 184,060 0.00% - 30.93% 56,933 69.07% 127,128 0.00% -
Storm Sewer 253,652 - - 253,652 0.00% - 30.93% 78,458 69.07% 175,194 0.00% -
Water 321,541 - - 321,541 0.00% - 30.93% 99,457 69.07% 222,083 0.00% -
Paving 847,434 - - 847,434 0.00% - 30.93% 262,124 69.07% 585,310 0.00% -
Soft Costs[e]226,229 - - 226,229 0.00% - 30.93% 69,976 69.07% 156,253 0.00% -
1,842,147$ -$ -$ 1,842,147$ -$ 569,803$ 1,272,344$ -$
Improvement Area #2-A Improvements
Erosion Control 37,944$ -$ -$ 37,944$ 0.00% -$ 100% 37,944$ 0% -$ 0.00% -$
Excavation 69,000 - - 69,000 0.00% - 100% 69,000 0% - 0.00% -
Sanitary Sewer 351,163 - - 351,163 0.00% - 100% 351,163 0% - 0.00% -
Storm Sewer 772,368 - - 772,368 0.00% - 100% 772,368 0% - 0.00% -
Water 324,005 - - 324,005 0.00% - 100% 324,005 0% - 0.00% -
Paving 1,622,042 - - 1,622,042 0.00% - 100% 1,622,042 0% - 0.00% -
Street Lights 24,000 - - 24,000 0.00% - 100% 24,000 0% - 0.00% -
Soft Costs[e]486,919 - - 486,919 0.00% - 100% 486,919 0% - 0.00% -
3,687,441$ -$ -$ 3,687,441$ -$ 3,687,441$ -$ -$
Improvement Area #2-B Improvements
Erosion Control 36,500$ -$ -$ 36,500$ 0.00% -$ 0.00% -$ 100% 36,500$ 0.00% -$
Excavation 96,015 - - 96,015 0.00% - 0.00% - 100% 96,015 0.00% -
Sanitary Sewer 683,725 - - 683,725 0.00% - 0.00% - 100% 683,725 0.00% -
Storm Sewer 926,260 - - 926,260 0.00% - 0.00% - 100% 926,260 0.00% -
Water 513,707 - - 513,707 0.00% - 0.00% - 100% 513,707 0.00% -
Paving 2,247,290 - - 2,247,290 0.00% - 0.00% - 100% 2,247,290 0.00% -
Street Lights 42,000 - - 42,000 0.00% - 0.00% - 100% 42,000 0.00% -
Soft Costs[e]731,854 - - 731,854 0.00% - 0.00% - 100% 731,854 0.00% -
5,277,351$ -$ -$ 5,277,351$ -$ -$ 5,277,351$ -$
Private Improvements [g]
Private Improvements 10,761,019$ -$ 10,761,019$ -$ $ - $ - $ - $ -
10,761,019$ -$ 10,761,019$ -$ $ - $ - $ - $ -
Bond Issuance Costs [h]
Debt Service Reserve Fund 939,177$ -$ -$ 939,177$ 527,258$ 127,413$ 284,507$ -$
Underwriter Discount 335,970 - - 335,970 222,570 35,076 78,324 -
Underwriter's Counsel Fee 56,700 56,700 - 17,538 39,162 -
Cost of Issuance 796,290 - - 796,290 427,740 113,998 254,552 -
2,128,137$ -$ -$ 2,128,137$ 1,177,567$ 294,025$ 656,544$ -$
Other Costs
Deposit to Administrative Fund 80,000$ -$ -$ 80,000$ $ 40,000 $ 12,373 $ 27,627 $ -
80,000$ -$ -$ 80,000$ $ 40,000 $ 12,373 $ 27,627 $ -
Total $ 37,426,120 $ 967,052 $10,761,019 $ 25,698,050 $ 9,896,675 $ 4,884,638 $ 7,950,639 $ 2,966,098
Footnotes:
[a] Major Improvements and Improvement Area #1 Improvements costs based on the 2024 Amended and Restated Service and Assessment Plan. Improvement Area #2 Improvements costs based on the Engineer's Report
dated 3/1/2024, attached hereto as Appendix A, and subject to change. Improvement Area #2-A and Improvement Area #2-B costs based on the Engineer's Report dated 1/4/2021, attached hereto as Appendix A, and
subject to change. Authorized Improvement costs are estimates and will be updated with each Annual Service Plan Update, or Amended and Restated Service and Assessment Plan as appropriate, and include estimated
Improvement Area #2 Bond Issuance Costs and Deposit to Administrative Fund. The Developer will be responsible for paying in the event of increase in costs, and the Improvement Area #1 Assessment and Improvement
Area #2 Assessment will not be increased to cover these additional costs.
[b] The Developer has agreed to pay for the allocable share of the Actual Costs of these Authorized Improvements that benefit the Non-Assessed Property and is shown as Developer Contribution - Non-Assessed Property
on Exhibit D.
[c] The Non-Assessed Property was allocated a portion of the Major Improvements pro rata based on acreage to the Non-Assessed Property and the District total acreage at the time of the Original Service and Assessment
Plan as described therein.
[d] The Major Improvement costs allocated to the Disctrict were allocated to Improvement Area #1 at the time of the 2023 Amended and Restated Service and Assessment Plan. The remainder of such costs shall be
allocated to Improvement Area #2 and apportioned to the Remainder Area at the time of this 2024 Amended and Restated Service and Assessment Plan, as shown on Exhibit B-2.
[e] Soft Costs includes engineering, surveying, testing, platting, inspection, construction management, and District Formation Costs.
[f] The Improvement Area #2 Improvements are allocated to Improvement Area #2-A and Improvement Area #2-B pro rata based on acreage to the Estimated Buildout Value of all the Improvement Area #2 as described in
Section V.A.
[g] Private Improvements costs based on the 2024 Amended and Restated Servcie and Assessment Plan and the Engineer's Report dated 1/4/2021. Costs required to complete lots in Improvement Area #1 and
Improvement Area #2 and reach final lot completion; non-reimbursable to the Developer from Assessments or PID Bonds.
[h] Bond Issuance Costs associated with Improvement Area #1 Bonds had been updated to reflect the anticipated actual cost at the time of the Original Service and Assessment Plan. Bond Issuance Costs associated with the
Improvement Area #2 Bonds are estimates only and will be determined at the time the Improvement Area #2 Bonds are issued in the future. In the event the Improvement Area #2 Bonds are not sold in a reasonable time
frame the ortion of the assessment relatin to these costs will be released.
Total Costs[a]Non-Assessed
Property[b]Private District
Eligible Costs
Improvement Area #1 Remainder AreaImprovement Area #2-A Improvement Area #2-B
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMEDNED AND RESTATED SERVICE AND ASSESSMENT PLAN 58
EXHIBIT B-2 – MAJOR IMPROVEMENTS APPORTIONMENT OF COSTS
%Costs %Costs
Improvement Area #1 218 78,930,000$ 1,343,359$ 0.00% -$
Improvement Area #2-A 48 18,480,000$ -$ 8.02% 320,997$
Improvement Area #2-B 123 41,265,000$ -$ 17.90% 716,772$
Remainder Area 535 170,760,000$ -$ 0.00% -$ 74.08% 2,966,098$
Total 924 309,435,000$ 1,343,359$ 25.92% 1,037,770$ 2,966,098$
Footnotes:
Improvement Area #2[c]
[a] Per information provided by the Developer in correspondance dated 2/20/2024.
[b] The costs of the Major Improvements allocated to Improvement Area #1 at the time of the 2023 Amended and Restated
Service and Assessment Plan.
[c] The costs of the Major Improvements after the allocation to Improvement Area #1 at the time of the 2023 Amended and
Restated Service and Assessment Plan, and are being allocated to Improvement Area #2 and apportioned to the Remainder
Area pro rata based on Estimated Buildout Value at the time of this 2024 Amended and Restated Service and Assessment
Plan.
[d] Total Remainder Area Apportionment of Costs reimbursable in part or in full from future Assessments expected to be
levied on the Remainder Area Apportioned Property.
Major Improvements
Remainder Area[c], [d]Improvement
Area #1[b]Improvement Area Units
Estimated
Buildout Value[a]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMEDNED AND RESTATED SERVICE AND ASSESSMENT PLAN 59
EXHIBIT B-3 – IMPROVEMENT AREA #2 ALLOCATION OF COSTS
% Costs
Improvement Area #2-A 48 18,480,000$ 30.93% 569,803$
Improvement Area #2-B 123 41,265,000$ 69.07% 1,272,344$
Total 171 59,745,000$ 100.00% 1,842,147$
Footnotes:
[a] Per information provided by the Developer in correspondance dated
2/20/2024.
[b] The costs of the Improvement Area #2 Improvements are being allocated to
Improvement Area #2-A and Improvement Area #2-B pro rata based on
Estimated Buildout Value at the time of this 2024 Amended and Restated Service
and Assessment Plan as described herein.
UnitsImprovement Area
Estimated
Buildout Value[a]
Improvement Area #2
Improvements
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMEDNED AND RESTATED SERVICE AND ASSESSMENT PLAN 60
EXHIBIT C – SERVICE PLAN
Annual Installments Due 1/31/2025 1/31/2026 1/31/2027 1/31/2028 1/31/2029
Principal 110,000.00$ 115,000.00$ 121,000.00$ 126,000.00$ 132,000.00$
Interest 413,977.50 408,615.00 403,008.76 397,110.00 390,967.50
(1) 523,977.50$ 523,615.00$ 524,008.76$ 523,110.00$ 522,967.50$
Additional Interest (2) 36,430.00$ 35,880.00$ 35,305.00$ 34,700.00$ 34,070.00$
Annual Collection Costs (3) 46,818.00$ 47,754.36$ 48,709.45$ 49,683.64$ 50,677.31$
Total Annual Installment (4) = (1) + (2) + (3) 607,225.50$ 607,249.36$ 608,023.21$ 607,493.64$ 607,714.81$
Annual Installments Due 1/31/2025 1/31/2026 1/31/2027 1/31/2028 1/31/2029
Principal 22,183.83$ 23,514.86$ 24,925.76$ 26,421.30$ 28,006.58$
Interest 105,228.82 103,897.79 102,486.90 100,991.36 99,406.08
(1) 127,412.66$ 127,412.66$ 127,412.66$ 127,412.66$ 127,412.66$
Additional Interest[a](2) -$ -$ -$ -$ -$
Annual Collection Costs (3) 12,372.58$ 12,620.04$ 12,872.44$ 13,129.88$ 13,392.48$
Total Annual Installment (4) = (1) + (2) + (3) 139,785.24$ 140,032.69$ 140,285.09$ 140,542.54$ 140,805.14$
Footnotes:
Annual Installments Due 1/31/2025 1/31/2026 1/31/2027 1/31/2028 1/31/2029
Principal 49,535.49$ 52,507.62$ 55,658.08$ 58,997.57$ 62,537.42$
Interest 234,971.18 231,999.05 228,848.59 225,509.11 221,969.25
(1) 284,506.67$ 284,506.67$ 284,506.67$ 284,506.67$ 284,506.67$
Additional Interest[a](2) -$ -$ -$ -$ -$
Annual Collection Costs (3) 27,627.42$ 28,179.96$ 28,743.56$ 29,318.44$ 29,904.81$
Total Annual Installment (4) = (1) + (2) + (3) 312,134.09$ 312,686.64$ 313,250.24$ 313,825.11$ 314,411.48$
Footnotes:
Improvement Area #2-B
[a] Additional Interest will not be charged on the Improvement Area #2-B Reimbursement Obligation. In the event
Improvement Area #2 Bonds are issued, the Service Plan and Improvement Area #2-B Assessment Roll shall be updated
to reflect the Additional Interest collected for the Improvement Area #2 Bonds.
[a] Additional Interest will not be charged on the Improvement Area #2-A Reimbursement Obligation. In the event
Improvement Area #2 Bonds are issued, the Service Plan and Improvement Area #2-A Assessment Roll shall be updated
to reflect the Additional Interest collected for the Improvement Area #2 Bonds.
Improvement Area #1
Improvement Area #2-A
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMEDNED AND RESTATED SERVICE AND ASSESSMENT PLAN 61
EXHIBIT D – SOURCES AND USES OF FUNDS
Private
Improvement
Area #1
Improvement
Area #2-A
Improvement
Area #2-B
Remainder
Area Total
Improvement Area #1 Bonds -$ 7,419,000$ -$ -$ -$ 7,419,000$
Improvement Area #1 Issuance Discount - (51,433) - - - (51,433)
Improvement Area #2 Reimbursement Obligation - - 1,753,814 3,916,186 - 5,670,000
Developer Contribution - Improvement Area #1[a]- 2,529,108 - - - 2,529,108
Developer Contribution - Improvement Area #2[a]- - 3,130,825 4,034,453 - 7,165,277
Developer Contribution - Major Improvements[b]- - - - 2,966,098 2,966,098
Developer Contribution - Non-Assessed Property[a],[c]967,052 - - - - 967,052
Developer Contribution - Private Improvements[a]10,761,019 - - - - 10,761,019
Total Sources 11,728,070$ 9,896,675$ 4,884,638$ 7,950,639$ 2,966,098$ 37,426,120$
Major Improvements 967,052$ 1,343,359$ 320,997$ 716,772$ 2,966,098$ 6,314,279$
Improvement Area #1 Improvements - 7,335,748 - - - 7,335,748
Improvement Area #2 Improvements - - 569,803 1,272,344 - 1,842,147
Improvement Area #2-A Improvements - - 3,687,441 - - 3,687,441
Improvement Area #2-B Improvements - - - 5,277,351 - 5,277,351
Private Improvements[a]10,761,019 - - - - 10,761,019
11,728,070$ 8,679,108$ 4,578,241$ 7,266,467$ 2,966,098$ 35,217,984$
Bond Issuance Costs [d], [e]
Debt Service Reserve Fund -$ 527,258$ 127,413$ 284,507$ -$ 939,177$
Underwriter's Discount - 222,570 35,076 78,324 - 335,970
Underwriter's Counsel Fee - - 17,538 39,162 - 56,700
Cost of Issuance - 427,740 113,998 254,552 - 796,290
-$ 1,177,567$ 294,025$ 656,544$ -$ 2,128,137$
Other Costs
Deposit to Administrative Fund -$ 40,000$ 12,373$ 27,627$ -$ 80,000$
-$ 40,000$ 12,373$ 27,627$ -$ 80,000$
Total Uses 11,728,070$ 9,896,675$ 4,884,638$ 7,950,639$ 2,966,098$ 37,426,120$
Footnotes:
Sources of Funds
Uses of Funds
[a] Non-reimbursable to the Developer from Assessments or PID Bonds.
[b] To be apportioned to the Remainder Area based on conferred benefit and is anticipated to be reimbursed, in whole or in part, but not yet levied.
[c] The Developer has agreed to pay for the allocable share of the Actual Costs of these Authorized Improvement that benefit the Non-Assessed Property. These costs
are non-reimbursable to the Developer from Assessments or PID Bonds.
[d] Bond Issuance Costs associated with Improvement Area #1 Bonds had been updated to reflect the anticipated actual cost at the time of the Original Service and
Assessment Plan. Bond Issuance Costs associated with the Improvement Area #2 Bonds are estimates only and will be determined at the time the Improvement Area
#2 Bonds are issued in the future. In the event the Improvement Area #2 Bonds are not sold in a reasonable time frame, the portion of the assessment relating to
these costs will be released.
[e] If Improvement Area #2 Bonds to refinance Improvement Area #2 Reimbursement Obligation are not issued within five years from the date the Improvement Area
#2 Assessments are levied, the Improvement Area #2 Assessments will be reduced in an amount equal to the estimated Bond Issuance Costs related to costs of issuing
Improvement Area #2 Bonds, as shown in the table. The City Council shall reduce the Improvement Area #2 Assessment on a pro rata basis among all Improvement
Area #2 Assessed Property.
Improvement Area #2
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMEDNED AND RESTATED SERVICE AND ASSESSMENT PLAN 62
EXHIBIT E – MAXIMUM ASSESSMENT AND TAX RATE EQUIVALENT
Per Unit Total Per Unit Total Per Unit Total
Improvement Area #1
Lot Type 1 188 360,000$ 67,680,000$ 33,231.47$ 6,247,517$ 2,777.86$ 522,237$ 0.7716$
Lot Type 2 30 375,000$ 11,250,000$ 34,616.12$ 1,038,483$ 2,893.60$ 86,808$ 0.7716$
Improvement Area #1 Subtotal 218 78,930,000$ 7,286,000$ 609,045$
Improvement Area #2-A
Lot Type 3 48 385,000$ 18,480,000$ 36,537.79$ 1,753,814$ 3,002.99$ 144,144$ 0.7800$
Improvement Area #2-A Subtotal 48 18,480,000$ 1,753,814$ 144,144$
Improvement Area #2-B
Lot Type 4 26 300,000$ 7,800,000$ 28,471.00$ 740,246$ 2,340.00$ 60,840$ 0.7800$
Lot Type 5 97 345,000$ 33,465,000$ 32,741.65$ 3,175,940$ 2,690.99$ 261,026$ 0.7800$
Improvement Area #2-B Subtotal 123 41,265,000$ 3,916,186$ 321,866$
Total 389 138,675,000$ 12,956,000$
Footnotes:
[a] Per information provided in correspondance dated 2/20/2024 by the Developer.
[b] Improvement Area #1 Estimated Buildout Value at the time of the Original Service and Assessment Plan
[c] Improvement Area #1 Assessment: the amount reflects the outstanding Assessment for Improvement Area #1 Assessed Property prior
to Prepayment of Assessment paid, but not yet redeemed, as further described in Section IX.C.
Estimated Buildout
Value[a], [b]Assessment[c]
Average Annual
Installment
Lot Type Units[a]
Tax Rate
Equivalent
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 63
EXHIBIT F-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL
Property ID Situs Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/25
2878330 2129 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878365 2148 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878360 2128 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878332 2121 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878345 1921 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878392 2016 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878388 2000 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878351 HAMPTON ST Non-Benefited Property -$ -$
2878448 2136 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878399 1937 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878382 1904 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878459 2201 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878352 HAMPTON ST Non-Benefited Property -$ -$
2878374 2121 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878375 2117 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878380 2101 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878387 1920 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878329 2133 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878339 2021 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878358 2120 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878355 2100 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878366 2152 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878350 HAMPTON ST Non-Benefited Property -$ -$
2878327 2141 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878328 2137 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878340 2017 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878341 2013 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878368 2201 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878391 2012 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878347 1913 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878404 1917 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878428 2001 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878412 1916 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878501 2016 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878389 2004 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878349 1905 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878445 2124 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878451 2204 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878333 2117 HAMPTON ST Lot Type 2 [b] -$ -$
2878335 2113 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
Improvement Area #1 a
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 64
Property ID Situs Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/25
2878342 2009 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878378 2109 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878379 2105 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878454 2216 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878449 2140 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878416 1932 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878383 1908 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878458 2205 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878460 2129 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878338 2101 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878356 2108 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878346 1917 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878395 2013 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878469 2112 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878431 1941 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878479 2117 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878496 1948 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878437 1917 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878549 2116 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878484 1900 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878492 1932 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878488 1916 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878515 1933 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878531 1932 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878453 2212 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878519 1917 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878529 1924 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878442 2108 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878423 2020 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878421 2012 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878415 1928 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878411 1912 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878477 2205 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878409 1904 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878480 2113 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878551 2204 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878542 2020 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878486 1908 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878535 1948 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878534 1944 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
Improvement Area #1[a]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 65
Property ID Situs Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/25
2878530 1928 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878450 2200 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878396 2009 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878336 2109 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878385 1912 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878398 2001 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878468 2100 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878429 1949 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878337 2105 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878343 2005 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878377 2113 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878397 2005 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878462 2121 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878406 1901 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878426 2009 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878441 2100 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878464 2113 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878465 2109 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878547 2108 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878413 1920 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878502 2020 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878482 2105 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878532 1936 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878483 2101 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878495 1944 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878506 2009 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878438 1913 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878544 2104 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878487 1912 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878538 2004 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878521 1905 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878386 1916 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878461 2125 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878401 1929 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878548 2112 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878543 2100 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878331 2125 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878359 2124 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878323 2149 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878364 2144 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
Improvement Area #1[a]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 66
Property ID Situs Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/25
2878367 2209 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878390 2008 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878361 2132 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878370 2137 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878369 2141 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878372 2129 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878393 2021 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878447 2132 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878446 2128 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878467 2101 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878420 2008 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878419 2004 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878473 2128 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878353 HARLOW BLVD Non-Benefited Property -$ -$
2878489 1920 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878518 1921 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878524 1904 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878455 2217 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878472 2124 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878444 2120 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878422 2016 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878457 2209 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878523 1900 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878471 2120 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878432 1937 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878500 2012 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878410 1908 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878497 2000 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878504 2017 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878474 2200 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878503 2021 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878553 2212 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878537 1956 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878517 1925 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878490 1924 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878541 2016 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878511 1949 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878536 1952 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878527 1916 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878526 1912 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
Improvement Area #1[a]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 67
Property ID Situs Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/25
2878525 1908 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878326 2145 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878363 2140 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878362 2136 HAMPTON ST Lot Type 1 33,231.47$ 2,770.58$
2878371 2133 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878373 2125 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878348 1909 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878394 2017 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878443 2112 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878400 1933 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878381 1900 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878513 1941 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878424 2017 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878405 1913 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878414 1924 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878514 1937 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878357 2112 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878498 2004 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878493 1936 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878491 1928 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878510 1953 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878466 2105 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878499 2008 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878434 1929 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878439 1905 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878440 1901 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878509 1957 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878539 2008 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878485 1904 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878516 1929 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878456 2213 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878402 1925 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878403 1921 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878476 2209 WILLIE RAY ST Non-Benefited Property -$ -$
2878407 1900 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878435 1925 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878554 2216 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878552 2208 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878452 2208 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878463 2117 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
Improvement Area #1[a]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 68
Property ID Situs Lot Type Notes
Outstanding
Assessment
Annual Installment
Due 1/31/25
2878425 2013 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878417 1936 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878430 1945 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878481 2109 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878433 1933 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878494 1940 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878520 1913 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878522 1901 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878507 2005 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878540 2012 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878533 1940 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878344 2001 HAMPTON ST Lot Type 2 34,616.12$ 2,886.02$
2878470 2116 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878478 2201 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878505 2013 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878508 2001 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878550 2200 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878512 1945 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878528 1920 WILLIE RAY ST Lot Type 1 33,231.47$ 2,770.58$
2878418 2000 STINNET ST Lot Type 1 33,231.47$ 2,770.58$
2878427 2005 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878475 2204 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
2878436 1921 SUE ELLEN ST Lot Type 1 33,231.47$ 2,770.58$
7,251,383.84$ 604,563.62$
Footnotes:
[a] Totals may not sum or match the total outstanding Assessment or Annual Installment due to rounding
and Prepayment of Assessment.
[b] Property ID prepaid Assessment in full.
Improvement Area #1[a]
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 69
EXHIBIT F-2 – IMPROVEMENT AREA #1 ANNUAL INSTALLMENT
Annual Installments
Due 1/31 Principal Interest[a]
Additional
Interest
Reserve
Fund[b]
Annual
Collection Costs
Total Annual
Installment[c]
2025 110,000.00$ 413,977.50$ 36,430.00$ -$ 46,818.00$ 607,225.50$
2026 115,000.00$ 408,615.00$ 35,880.00$ -$ 47,754.36$ 607,249.36$
2027 121,000.00$ 403,008.76$ 35,305.00$ -$ 48,709.45$ 608,023.21$
2028 126,000.00$ 397,110.00$ 34,700.00$ -$ 49,683.64$ 607,493.64$
2029 132,000.00$ 390,967.50$ 34,070.00$ -$ 50,677.31$ 607,714.81$
2030 138,000.00$ 384,532.50$ 33,410.00$ -$ 51,690.86$ 607,633.36$
2031 145,000.00$ 377,805.00$ 32,720.00$ -$ 52,724.68$ 608,249.68$
2032 153,000.00$ 369,648.76$ 31,995.00$ -$ 53,779.17$ 608,422.93$
2033 161,000.00$ 361,042.50$ 31,230.00$ -$ 54,854.75$ 608,127.25$
2034 170,000.00$ 351,986.26$ 30,425.00$ -$ 55,951.85$ 608,363.11$
2035 180,000.00$ 342,423.76$ 29,575.00$ -$ 57,070.89$ 609,069.65$
2036 190,000.00$ 332,298.76$ 28,675.00$ -$ 58,212.31$ 609,186.07$
2037 200,000.00$ 321,611.26$ 27,725.00$ -$ 59,376.56$ 608,712.82$
2038 212,000.00$ 310,361.26$ 26,725.00$ -$ 60,564.09$ 609,650.35$
2039 223,000.00$ 298,436.26$ 25,665.00$ -$ 61,775.37$ 608,876.63$
2040 236,000.00$ 285,892.50$ 24,550.00$ -$ 63,010.88$ 609,453.38$
2041 249,000.00$ 272,617.50$ 23,370.00$ -$ 64,271.10$ 609,258.60$
2042 264,000.00$ 258,611.26$ 22,125.00$ -$ 65,556.52$ 610,292.78$
2043 279,000.00$ 243,761.26$ 20,805.00$ -$ 66,867.65$ 610,433.91$
2044 294,000.00$ 228,067.50$ 19,410.00$ -$ 68,205.00$ 609,682.50$
2045 312,000.00$ 210,795.00$ 17,940.00$ -$ 69,569.10$ 610,304.10$
2046 331,000.00$ 192,465.00$ 16,380.00$ -$ 70,960.48$ 610,805.48$
2047 350,000.00$ 173,018.76$ 14,725.00$ -$ 72,379.69$ 610,123.45$
2048 372,000.00$ 152,456.26$ 12,975.00$ -$ 73,827.28$ 611,258.54$
2049 394,000.00$ 130,601.26$ 11,115.00$ -$ 75,303.83$ 611,020.09$
2050 418,000.00$ 107,453.76$ 9,145.00$ -$ 76,809.91$ 611,408.67$
2051 443,000.00$ 82,896.26$ 7,055.00$ -$ 78,346.11$ 611,297.37$
2052 470,000.00$ 56,870.00$ 4,840.00$ -$ 79,913.03$ 611,623.03$
2053 498,000.00$ 29,257.50$ 2,490.00$ (527,257.50)$ 81,511.29$ 84,001.29$
Total 7,286,000.00$ 7,888,588.90$ 681,455.00$ (527,257.50)$ 1,816,175.16$ 17,144,961.56$
Footnotes:
[a] Interest rate on the Improvement Area #1 Bonds is 4.875%for bonds maturing 2030, 5.625% for bonds maturing 2043,
and 5.875% for bonds maturing 2053.
[b] Assumes the Reserve Fund is fully funded and available to reduce Annual Installments in the final year.
[c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Annual
Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase or decrease the
amounts shown.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 70
EXHIBIT G-1 – IMPROVEMENT AREA #2-A ASSESSMENT ROLL
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/25
2832376 Improvement Area #2-A Initial Parcel 1,753,813.71$ 139,785.24$
1,753,813.71$ 139,785.24$
Footnotes:
[a] As of January 2024, the entire Improvement Area #2-A is contained within Property ID
2832376. For billing purposes, the Improvement Area #2-A Annual Installment due 1/31/2025
shall be allocated to Improvement Area #2-A Initial Parcel.
Improvement Area #2-A
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 71
EXHIBIT G-2 – PROJECTED IMPROVEMENT AREA #2-A ANNUAL INSTALLMENT
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 22,183.83$ 105,228.82$ 12,372.58$ 139,785.24$
2026 23,514.86$ 103,897.79$ 12,620.04$ 140,032.69$
2027 24,925.76$ 102,486.90$ 12,872.44$ 140,285.09$
2028 26,421.30$ 100,991.36$ 13,129.88$ 140,542.54$
2029 28,006.58$ 99,406.08$ 13,392.48$ 140,805.14$
2030 29,686.97$ 97,725.68$ 13,660.33$ 141,072.99$
2031 31,468.19$ 95,944.46$ 13,933.54$ 141,346.20$
2032 33,356.28$ 94,056.37$ 14,212.21$ 141,624.87$
2033 35,357.66$ 92,055.00$ 14,496.45$ 141,909.11$
2034 37,479.12$ 89,933.54$ 14,786.38$ 142,199.04$
2035 39,727.87$ 87,684.79$ 15,082.11$ 142,494.77$
2036 42,111.54$ 85,301.12$ 15,383.75$ 142,796.41$
2037 44,638.23$ 82,774.42$ 15,691.43$ 143,104.09$
2038 47,316.53$ 80,096.13$ 16,005.26$ 143,417.91$
2039 50,155.52$ 77,257.14$ 16,325.36$ 143,738.02$
2040 53,164.85$ 74,247.81$ 16,651.87$ 144,064.53$
2041 56,354.74$ 71,057.92$ 16,984.91$ 144,397.56$
2042 59,736.03$ 67,676.63$ 17,324.60$ 144,737.26$
2043 63,320.19$ 64,092.47$ 17,671.10$ 145,083.75$
2044 67,119.40$ 60,293.26$ 18,024.52$ 145,437.18$
2045 71,146.56$ 56,266.09$ 18,385.01$ 145,797.67$
2046 75,415.36$ 51,997.30$ 18,752.71$ 146,165.37$
2047 79,940.28$ 47,472.38$ 19,127.76$ 146,540.42$
2048 84,736.69$ 42,675.96$ 19,510.32$ 146,922.97$
2049 89,820.90$ 37,591.76$ 19,900.52$ 147,313.18$
2050 95,210.15$ 32,202.51$ 20,298.53$ 147,711.19$
2051 100,922.76$ 26,489.90$ 20,704.50$ 148,117.16$
2052 106,978.12$ 20,434.53$ 21,118.59$ 148,531.25$
2053 113,396.81$ 14,015.85$ 21,540.96$ 148,953.62$
2054 120,200.62$ 7,212.04$ 21,971.78$ 149,384.44$
Total[c]1,753,813.71$ 2,068,566.00$ 501,931.97$ 4,324,311.67$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to change.
[b] The figures shown above are estimates only and subject to change in Annual Service
Plan Updates. Changes in Annual Collection Costs, interest earnings, or other available
offsets could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 72
EXHIBIT G-3 – IMPROVEMENT AREA #2-B ASSESSMENT ROLL
Property ID[a]Lot Type
Outstanding
Assessment
Annual Installment
Due 1/31/25
2832376 Improvement Area #2-B Initial Parcel 3,916,186.29$ 312,134.09$
3,916,186.29$ 312,134.09$
Footnotes:
[a] As of January 2024, the entire Improvement Area #2-B is contained within Property ID
2832376. For billing purposes, the Improvement Area #2-B Annual Installment due 1/31/2025
shall be allocated to Improvement Area #2-B Initial Parcel.
Improvement Area #2-B
Total
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 73
EXHIBIT G-4 – PROJECTED IMPROVEMENT AREA #2-B ANNUAL INSTALLMENT
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 49,535.49$ 234,971.18$ 27,627.42$ 312,134.09$
2026 52,507.62$ 231,999.05$ 28,179.96$ 312,686.64$
2027 55,658.08$ 228,848.59$ 28,743.56$ 313,250.24$
2028 58,997.57$ 225,509.11$ 29,318.44$ 313,825.11$
2029 62,537.42$ 221,969.25$ 29,904.81$ 314,411.48$
2030 66,289.66$ 218,217.01$ 30,502.91$ 315,009.58$
2031 70,267.04$ 214,239.63$ 31,112.96$ 315,619.63$
2032 74,483.07$ 210,023.60$ 31,735.22$ 316,241.89$
2033 78,952.05$ 205,554.62$ 32,369.93$ 316,876.60$
2034 83,689.17$ 200,817.50$ 33,017.33$ 317,524.00$
2035 88,710.52$ 195,796.15$ 33,677.67$ 318,184.34$
2036 94,033.16$ 190,473.51$ 34,351.23$ 318,857.90$
2037 99,675.15$ 184,831.53$ 35,038.25$ 319,544.92$
2038 105,655.65$ 178,851.02$ 35,739.01$ 320,245.68$
2039 111,994.99$ 172,511.68$ 36,453.80$ 320,960.47$
2040 118,714.69$ 165,791.98$ 37,182.87$ 321,689.54$
2041 125,837.58$ 158,669.10$ 37,926.52$ 322,433.19$
2042 133,387.83$ 151,118.84$ 38,685.06$ 323,191.73$
2043 141,391.10$ 143,115.57$ 39,458.75$ 323,965.43$
2044 149,874.57$ 134,632.11$ 40,247.93$ 324,754.60$
2045 158,867.04$ 125,639.63$ 41,052.89$ 325,559.56$
2046 168,399.06$ 116,107.61$ 41,873.95$ 326,380.62$
2047 178,503.01$ 106,003.67$ 42,711.43$ 327,218.10$
2048 189,213.19$ 95,293.49$ 43,565.65$ 328,072.32$
2049 200,565.98$ 83,940.69$ 44,436.97$ 328,943.64$
2050 212,599.94$ 71,906.74$ 45,325.71$ 329,832.38$
2051 225,355.93$ 59,150.74$ 46,232.22$ 330,738.89$
2052 238,877.29$ 45,629.38$ 47,156.86$ 331,663.53$
2053 253,209.92$ 31,296.75$ 48,100.00$ 332,606.67$
2054 268,402.52$ 16,104.15$ 49,062.00$ 333,568.67$
Total[c]3,916,186.29$ 4,619,013.85$ 1,120,791.26$ 9,655,991.40$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to change.
[b] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, interest earnings, or other available offsets
could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 74
EXHIBIT H-1 – MAPS OF MAJOR IMPROVEMENTS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 75
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 76
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 77
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 78
EXHIBIT H-2 – MAPS OF IMPROVEMENT AREA #1 IMPROVEMENTS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 79
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 80
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 81
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 82
EXHIBIT H-3 – MAPS OF IMPROVEMENT AREA #2 IMPROVEMENTS, IMPROVEMENT AREA #2-A
IMPROVEMENTS, AND IMPROVEMENT AREA #2-B IMPROVEMENTS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 83
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 84
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 85
EXHIBIT I – FORM OF NOTICE OF ASSESSMENT TERMINATION
P3Works, LLC
9284 Huntington Square, Suite 100
North Richland Hills, TX 76182
______________________________________________________________________________
[Date]
Collin County Clerk’s Office
Honorable [County Clerk]
Collin County Administration Building
2300 Bloomdale Rd, Suite 2106
McKinney, TX 75071
Re: City of Anna Lien Release documents for filing
Dear Ms./Mr. [County Clerk]
Enclosed is a lien release that the City of Anna is requesting to be filed in your office. Lien release
for [insert legal description]. Recording Numbers: [Plat]. Please forward copies of the filed
documents to my attention:
City of Anna
Attn: City Secretary
120 W. 7th Street
Anna, TX 75409
Please contact me if you have any questions or need additional information.
Sincerely,
[Signature]
P3Works, LLC
(817) 393-0353
Admin@P3-Works.com
www.P3-Works.com
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 86
AFTER RECORDING RETURN TO:
[City Secretary Name]
120 W. 7th Street
Anna, TX 75409
NOTICE OF CONFIDENTIALITY RIGHTS: IF YOU ARE A NATURAL PERSON, YOU
MAY REMOVE OR STRIKE ANY OR ALL OF THE FOLLOWING INFORMATION
FROM ANY INSTRUMENT THAT TRANSFERS AN INTEREST IN REAL PROPERTY
BEFORE IT IS FILED FOR RECORD IN THE PUBLIC RECORDS: YOUR SOCIAL
SECURITY NUMBER OR YOUR DRIVER'S LICENSE NUMBER.
FULL RELEASE OF PUBLIC IMPROVEMENT DISTRICT LIEN
STATE OF TEXAS §
§ KNOW ALL MEN BY THESE PRESENTS:
COUNTY OF COLLIN §
THIS FULL RELEASE OF PUBLIC IMPROVEMENT DISTRICT LIEN (this "Full
Release") is executed and delivered as of the Effective Date by the City of Anna, Texas, a Texas
home rule municipality (the “City”).
RECITALS
WHEREAS, the governing body (hereinafter referred to as the "City Council") of the City
of Anna, Texas is authorized by Chapter 372, Texas Local Government Code, as amended
(hereinafter referred to as the "Act"), to create public improvement districts within the corporate
limits of the City; and
WHEREAS, on February 14, 2023, the City Council of the City approved Resolution No.
2023-02-1378 creating The Woods at Lindsey Place Public Improvement District (the “District”);
and
WHEREAS, the District consists of approximately 198.006 contiguous acres within the
corporate limits of the City; and
WHEREAS, on March 14, 2023, the City Council, approved Ordinance No.
____________, (hereinafter referred to as the "Assessment Ordinance") approving a service and
assessment plan and assessment roll for the real property located with the District, the Assessment
Ordinance being recorded on _____________, as Instrument No. ________ in the Official Public
Records of Collin County, TX; and
WHEREAS, the Assessment Ordinance imposed an assessment in the amount of [amount]
(hereinafter referred to as the "Lien Amount") and further imposed a lien to secure the payment of
the Lien Amount (the “Lien”) against the following property located within the District, to wit:
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 87
[legal description], an addition to the City of [City], [County], Texas, according to
the map or plat thereof recorded as Instrument No. ________ in the Map Records
of Collin County, Texas (the "Property"); and
WHEREAS, the Lien Amount has been paid in full.
RELEASE
NOW THEREFORE, for and in consideration of the full payment of the Lien Amount, the
City/County hereby releases and discharges, and by these presents does hereby release and
discharge, the Lien to the extent that is affects and encumbers the Property.
EXECUTED to be EFFECTIVE this the _____ day of _________, 20__.
CITY OF ANNA, TEXAS,
A Texas home rule municipality,
By: _______________________________
[Manager Name], City Manager
ATTEST:
_______________________________
[Secretary Name], City Secretary
STATE OF TEXAS §
§
COUNTY OF COLLIN §
This instrument was acknowledged before me on the ____ day of ________, 20__, by
[City Manager], City Manager for the City of Anna, Texas, a Texas home rule municipality, on
behalf of said municipality.
_______________________________
Notary Public, State of Texas
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 88
EXHIBIT J – DEBT SERVICE SCHEDULE FOR IMPROVEMENT AREA #1 BONDS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 89
EXHIBIT L-1 – DISTRICT LEGAL DESCRIPTION
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 90
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 91
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 92
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 93
EXHIBIT L-2 – IMPROVEMENT AREA #1 LEGAL DESCRIPTION
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 94
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 95
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 96
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 97
EXHIBIT L-3 – IMPROVEMENT AREA #2-A LEGAL DESCRIPTION
WHEREAS D.R. HORTON-TEXAS, LTD., are the owners of a tract of land situated in the City of Anna,
Collin County, Texas, being a part of Eli W. Witt Survey, Abstract No. 997, being a part of a called 275.00
acre tract of land as described in Special Warranty Deed to D.R. HORTON-TEXAS, LTD., recorded in
Instrument No. 20210212000310470, Official Public Records of Collin County, Texas (O.P.R.C.C.T.), and
being more particularly described as follows;
COMMENCING at a five-eighths inch iron rod with yellow plastic cap (stamp illegible) found at the
southeast corner of said 275.00 acre tract and at the northeast corner of a called 61.905 acre tract of
land as described in a Special Warranty Deed to Bloomfield Homes, LP, a Texas Limited Partnership,
recorded in Instrument No. 20211220002555410 (O.P.R.C.C.T.);
THENCE South 89 degrees 28 minutes 48 seconds West, along the south line of said 275.00 acre tract
and the north line of said 61.905 acre tract, a distance of 659.19 feet to a one-half inch iron rod with
yellow plastic cap stamped “BOHLER ENG.”, (hereon after called “capped iron rod”) set at the POINT OF
BEGINNING of the herein described tract of land;
THENCE South 89 degrees 28 minutes 48 seconds West, along the south line of said 275.000 acre tract, a
distance of 2,325.68 feet to a mag nail with washer stamped "BOHLER ENG." set at the southwest corner
of said 275.00 acre tract of land, at the northwest corner of a called 64.50 acre tract of land described in
a in a deed, recorded in Volume 5106, Page 2380 (O.P.R.C.C.T.) and said corner being in the east line of a
called 17.863 acre tract of land as described in a Special Warranty Deed to Anna 18, LLC, a Texas limited
liability company, recorded in Instrument No. 20161020001423440 (O.P.R.C.C.T.);
THENCE North 01 degree 07 minutes 28 seconds West, along the west line of said 275.00 acre tract, and
the east line of said 17.863 acre tract, a distance of 272.50 feet to a one-half inch iron rod found at the
northeast corner of said 17.863 acre tract and the southeast corner of a called 74.451 acre tract of land
as described in a General Warranty Deed to Anna 75 Investors, LLC, recorded in Instrument No.
2023000049628 (O.P.R.C.C.T.);
THENCE North 00 degrees 33 minutes 39 seconds West, along the west line of said 275.00 acre tract and
the east line of said 74.451 acre tract, a distance of 4.67 feet to a capped iron rod found at the
southwest corner of Rosamond Parkway (120-foot width right-of-way) as shown on final plat of The
Woods at Lindsey Place Phase 1, recorded in Instrument No. 2023010000115 (O.P.R.C.C.T.),;
THENCE Along the southerly right-of-way line of said Rosamond Parkway, the following courses and
distances:
Northeasterly a distance of 408.87 feet along a non-tangent curve to the left, having a central
angle of 25 degrees 44 minutes 36 seconds, a radius of 910.00 feet, a tangent length of 207.94
feet and whose chord bears North 70 degrees 11 minutes 40 seconds East, a distance of 405.44
feet to a capped iron rod found for corner;
Northeasterly a distance of 442.68 feet along a tangent curve to the right, having a central angle
of 32 degrees 06 minutes 22 seconds, a radius of 790.00 feet, a tangent length of 227.32 feet
and whose chord bears of North 73 degrees 22 minutes 33 seconds East, a distance of 436.91
feet to a capped iron rod found for corner;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 98
North 89 degrees 25 minutes 44 seconds East, a distance of 42.00 feet to a capped iron rod
found for corner;
South 45 degrees 34 minutes 16 seconds East, a distance of 42.43 feet to a capped iron rod
found for corner;
North 89 degrees 25 minutes 44 seconds East, a distance of 90.00 feet to a capped iron rod
found for corner;
North 44 degrees 25 minutes 44 seconds East, a distance of 42.43 feet to a capped iron rod
found for corner:
North 89 degrees 25 minutes 44 seconds East, a distance of 287.14 feet to a capped iron rod
found for corner;
Northeasterly a distance of 597.97 feet along a tangent curve to the left, having a central angle
of 27 degrees 11 minutes 29 seconds, a radius of 1,260.00 feet, a tangent length of 304.73 feet
and whose chord bears North 75 degrees 49 minutes 59 seconds, and a chord distance of
592.38 feet to a capped iron rod found for corner;
North 62 degrees 14 minutes 14 seconds East, a distance of 357.72 feet to a capped iron rod
found for corner;
South 27 degrees 45 minutes 46 seconds East, a distance of 15.00 feet to a capped iron rod set
for corner;
South 49 degrees 18 minutes 42 seconds East, a distance of 194.61 feet to a capped iron rod set
for corner;
South 00 degrees 31 minutes 12 seconds East, a distance of 694.65 feet to the POINT OF
BEGINNING containing 1,273,196 Sq. Ft. and 29.229 acres of land.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 99
EXHIBIT L-4 – IMPROVEMENT AREA #2-B LEGAL DESCRIPTION
WHEREAS D.R. HORTON – TEXAS, LTD., is the owner of a tract of land situated in the
City of Anna, Collin County, Texas, being a part of Eli Witt Survey, Abstract No. 997, being a
part of a called 275.00 acre tract of land described in Special Warranty Deed to D.R. HORTON –
TEXAS, LTD., recorded in Instrument No. 20210212000310470, Official Public Records, Collin
County, Texas, (O.P.R.C.C.T.) and the subject tract, and being more particularly described as
follows;
COMMENCING at a one-half inch iron rod found on the west line of said 275.00 acre tract, at
the northeast corner of a called 17.863 acre tract of land described in a Special Warranty Deed to
Anna 18, LLC, recorded by Inst. No. 20161020001423440, (O.P.R.C.C.T.) and at the southeast
corner of a called 74.451 acre tract of land described in a Special Warranty Deed to Anna 75
Investors, LLC recorded in Instrument Number 2023000049628, (O.P.R.C.C.T.);
THENCE North 00 degrees 33 minutes 39 seconds West, along the west line of said 275.00 acre
tract and the east line of said 74.451 acre tract, passing at a distance of 4.67 feet a one-half inch
iron rod with yellow plastic cap stamped “BOHLER ENG” found at the southwest corner of
Rosamond Parkway (120-foot width right-of-way) as shown on final plat of The Woods at
Lindsey Place Phase 1, an addition to the City of Anna, recorded in Instrument No.
2023010000115 (O.P.R.C.C.T.), and passing at a distance of 125.53 feet a one-half inch iron rod
with yellow plastic cap stamped “BOHLER ENG” found at the northwest corner of said
Rosamond Parkway, in all, a total distance of 2,864.10 feet to a one-half inch iron rod with a
yellow plastic cap stamped “BOHLER ENG” (herein after called a “capped iron rod”) set at
being the POINT OF BEGINNING;
THENCE North 00 degrees 33 minutes 39 seconds West, continuing along the west line of said
275.00 acre tract and the east line of said 74.451 acre tract, a distance of 928.78 feet to a capped
iron rod set for corner;
THENCE departing the west line of said 275.00 acre tract and the east line of said 74.451 acre
tract, over and across said 275.00 acre tract the following courses and distances;
Northeasterly a distance of 780.55 feet along a non-tangent curve to the right, having a central
angle of 21 degrees 55 minutes 21 seconds, a radius is 2,040.00 feet, a tangent length of 395.11
feet and whose chord bears North 21 degrees 45 minutes 56 seconds East, a chord distance of
775.80 feet to a capped iron rod set for corner;
North 32 degrees 43 minutes 36 seconds East, a distance of 143.56 feet to a capped iron rod set
for corner on the north line of said 275.00 acre tract and the south line of a called 92.667 acre
tract of land described as Tract Two in a Correction Special Warranty Deed to Liberty 800, LP
recorded by Instrument No. 2023000025691 (O.P.R.C.C.T.), from which a one-half inch iron rod
found bears North 86 degrees 39 minutes 03 seconds West, a distance of 374.37 feet for the
northwest corner of said 275.00 are tract;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 100
THENCE South 86 degrees 39 minutes 03 seconds East, along the north line of said 275.00 acre
tract and the south line of said 92.667 acre tract, a distance of 91.81 feet to a capped iron rod set
for corner, from which a one-half inch iron rod found bears South 86 degrees 39 minutes 03
seconds East, a distance of 308.57 feet for the most easterly southeast corner of said 92.667 acre
tract;
THENCE departing the north line of said 275.00 acre tract and the south line of said 92.667 acre
tract, over and across said 275.00 acre tract the following courses and distances:
South 32 degrees 43 minutes 36 seconds West, a distance of 88.26 feet to a capped iron
rod set for corner;
South 12 degrees 16 minutes 24 seconds East, a distance of 42.43 feet to a capped iron
rod set for corner;
South 32 degrees 43 minutes 36 seconds West, a distance of 70.34 feet to a capped iron
rod set for corner;
Southwesterly a distance of 20.23 feet along a tangent curve to the left, having a central
angle of 00 degrees 36 minutes 03 seconds, a radius is 1,930.00 feet, a tangent length of
10.12 feet and whose chord bears South 32 degrees 25 minutes 35 seconds West, a
distance of 20.23 feet to a capped iron rod set for corner;
South 77 degrees 22 minutes 37 seconds West, a distance of 41.93 feet to a capped iron
rod set for corner;
Southwesterly a distance of 660.10 feet along a non-tangent curve to the left, having a
central angle of 19 degrees 17 minutes 47 seconds, a radius is 1,960.00 feet, a tangent
length of 333.21 feet and whose chord bears South 21 degrees 36 minutes 54 seconds
West, a chord distance of 656.99 feet to a capped iron rod set for corner;
South 33 degrees 37 minutes 41 seconds East, a distance of 42.31 feet to a capped iron
rod set for corner;
Southwesterly a distance of 90.24 feet along a non-tangent curve to the left, having a
central angle of 02 degrees 40 minutes 44 seconds, a radius is 1,930.00 feet, a tangent
length of 45.13 feet and whose chord bears South 09 degrees 44 minutes 53 seconds
West, and chord distance of 90.23 feet to a capped iron rod set for corner;
South 53 degrees 05 minutes 56 seconds West, a distance of 42.33 feet to a capped iron
rod set for corner;
Southwesterly distance of 276.75 feet along a non-tangent curve to the left, having a
central angle of 08 degrees 05 minutes 23 seconds, a radius is 1,960.00 feet, a tangent
length of 138.60 feet and whose chord bears South 03 degrees 29 minutes 03 seconds
West, and chord distance of 276.51 feet to a capped iron rod set for corner;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 101
South 00 degrees 33 minutes 39 seconds East, a distance of 291.35 feet to a capped iron
rod set for corner;
South 45 degrees 33 minutes 39 seconds East, a distance of 42.43 feet to a capped iron
rod set for corner;
North 89 degrees 26 minutes 21 seconds East, a distance of 167.00 feet to a capped iron
rod set for corner;
South 77 degrees 19 minutes 13 seconds East, a distance of 77.32 feet to a capped iron
rod set for corner;
North 51 degrees 03 minutes 34 seconds East, a distance of 12.42 feet to capped iron rod
set for corner;
North 00 degrees 33 minutes 39 seconds West, a distance of 105.00 feet to a capped iron
rod set for corner;
North 89 degrees 26 minutes 21 seconds East, a distance of 540.00 feet to a capped iron
rod set for corner;
South 00 degrees 33 minutes 39 seconds East, a distance of 115.00 feet to a capped iron
rod set for corner;
North 89 degrees 26 minutes 21 seconds East, a distance of 24.50 feet to a capped iron
rod set for corner;
South 00 degrees 33 minutes 39 seconds East, a distance of 50.00 feet to a capped iron
rod set for corner;
South 89 degrees 26 minutes 21 seconds West, a distance of 7.77 feet to a capped iron
rod set for corner;
South 44 degrees 26 minutes 21 seconds West, a distance of 14.14 feet to a capped iron
rod set for corner;
South 00 degrees 33 minutes 39 seconds East, a distance of 110.00 feet to a capped iron
rod set for corner;
North 89 degrees 26 minutes 21 seconds East, a distance of 310.00 feet to a capped iron
rod set for corner;
South 00 degrees 33 minutes 39 seconds East, a distance of 120.00 feet to a capped iron
rod set for corner;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 102
North 89 degrees 26 minutes 21 seconds East, a distance of 128.63 feet to a capped iron
rod set for corner;
South 00 degrees 33 minutes 39 seconds East, a distance of 460.00 feet to a capped iron
rod set for corner;
South 89 degrees 26 minutes 21 seconds West, a distance of 21.37 feet to a capped iron
rod set for corner;
South 00 degrees 33 minutes 39 seconds East, a distance of 150.00 feet to a capped iron
rod set for corner;
South 27 degrees 46 minutes 10 seconds East, a distance of 58.73 feet to a capped iron
rod set for corner;
North 62 degrees 13 minutes 50 seconds East, a distance of 15.47 feet to a capped iron
rod set for corner;
Northeasterly distance of 28.46 feet along a non-tangent curve to the left, having a central
angle of 07 degrees 14 minutes 52 seconds, a radius is 225.00 feet, a tangent length of
14.25 feet and whose chord bears North 58 degrees 36 minutes 24 seconds East, and
chord distance of 28.44 feet to a capped iron rod set for corner;
South 35 degrees 01 minute 02 seconds East, a distance of 50.00 feet to a capped iron rod
set for corner;
Southwesterly a distance of 8.36 feet along a non-tangent curve to the right, having a
central angle of 01 degree 44 minutes 33 seconds, a radius is 275.00 feet, a tangent length
of 4.18 feet, and whose chord bears South 56 degrees 53 minutes 46 seconds West and a
chord distance of 8.36 feet to a capped iron rod set for corner;
South 14 degrees 33 minutes 48 seconds West, a distance of 14.78 feet to a capped iron
rod set for corner;
South 27 degrees 46 minutes 10 seconds East, a distance of 220.49 feet to a capped iron
rod set for corner;
South 72 degrees 46 minutes 10 seconds East, a distance of 14.14 feet to a capped iron
rod set for corner;
North 62 degrees 13 minutes 50 seconds East, a distance of 10.50 feet to a capped iron
rod set for corner;
South 27 degrees 46 minutes 10 seconds East, a distance of 50.00 feet to a capped iron
rod set for corner;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 103
South 62 degrees 13 minutes 50 seconds West, a distance of 10.50 feet to a capped iron
rod set for corner;
South 17 degrees 13 minutes 50 seconds West, a distance of 14.14 feet to a capped iron
rod set for corner;
South 27 degrees 46 minutes 10 seconds East, a distance of 110.00 feet to a one-half inch
iron rod with cap stamped “BOHLER ENG” found at the northwest corner of Lot 15,
Block N of The Woods at Lindsey Place Phase 1, an addition to the City of Anna, as
recorded in Instrument Number 2023010000115, O.P.R.C.C.T.;
THENCE along the north line of said The Woods at Lindsey Place Phase 1 the following
courses and distances:
South 62 degrees 13 minutes 50 seconds West, a distance of 324.78 feet to a one-half
inch iron rod with cap stamped “BOHLER ENG” found in the north line of Lot 6, Block
O
South 89 degrees 25 minutes 47 seconds West, a distance of 556.69 feet a one-half inch
iron rod with cap stamped “BOHLER ENG” found in the west line of Harlow Blvd (a 50’
right-of-way);
North 00 degrees 33 minutes 39 seconds West, a distance of 959.91 feet to a capped iron
rod set for corner;
North 04 degrees 43 minutes 04 seconds West, a distance of 100.26 feet to a capped iron
rod set for corner;
North 00 degrees 33 minutes 39 seconds West, a distance of 250.00 feet to a capped iron
rod set for corner;
South 89 degrees 26 minutes 21 seconds West a distance of 698.73 feet to the POINT
OF BEGINNING containing 1,196,749 Sq. Ft. or 27.474 acres;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 104
EXHIBIT L-5 – REMAINDER AREA LEGAL DESCRIPTION
The Remainder Area is the boundary described in Exhibit L-1 save and except the boundaries
described in Exhibit L-2, Exhibit L-3, and Exhibit L-4.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 105
APPENDIX A – IMPROVEMENT AREA #2 INVOICE SUMMARY TABLE
[Remainder of page left intentionally blank.]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 106
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
2024 AMENDED AND RESTATED SERVICE AND ASSESSMENT PLAN 107
APPENDIX B – BUYER DISCLOSURES
Forms of the buyer disclosures for the following Lot Types are found in this Appendix:
Improvement Area #1
o Lot Type 1
o Lot Type 2
Improvement Area #2-A
o Improvement Area #2-A Initial Parcel
o Lot Type 3
Improvement Area #2-B
o Improvement Area #2-B Initial Parcel
o Lot Type 4
o Lot Type 5
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #1 LOT TYPE 1
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
LOT TYPE 1 PRINCIPAL ASSESSMENT: $33,231.47
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – LOT TYPE 1
Annual Installments
Due 1/31 Principal Interest[a]
Additional
Interest
Reserve
Fund[b]
Annual
Collection Costs
Total Annual
Installment[c]
2025 501.71$ 1,888.15$ 166.16$ -$ 214.56$ 2,770.58$
2026 524.52$ 1,863.69$ 163.65$ -$ 218.85$ 2,770.71$
2027 551.88$ 1,838.12$ 161.03$ -$ 223.22$ 2,774.26$
2028 574.69$ 1,811.22$ 158.27$ -$ 227.69$ 2,771.86$
2029 602.05$ 1,783.20$ 155.39$ -$ 232.24$ 2,772.89$
2030 629.42$ 1,753.85$ 152.38$ -$ 236.89$ 2,772.54$
2031 661.35$ 1,723.17$ 149.24$ -$ 241.63$ 2,775.38$
2032 697.83$ 1,685.97$ 145.93$ -$ 246.46$ 2,776.19$
2033 734.32$ 1,646.72$ 142.44$ -$ 251.39$ 2,774.86$
2034 775.37$ 1,605.41$ 138.77$ -$ 256.41$ 2,775.96$
2035 820.98$ 1,561.80$ 134.89$ -$ 261.54$ 2,779.21$
2036 866.59$ 1,515.62$ 130.79$ -$ 266.77$ 2,779.77$
2037 912.20$ 1,466.87$ 126.45$ -$ 272.11$ 2,777.63$
2038 966.93$ 1,415.56$ 121.89$ -$ 277.55$ 2,781.94$
2039 1,017.10$ 1,361.17$ 117.06$ -$ 283.10$ 2,778.43$
2040 1,076.40$ 1,303.96$ 111.97$ -$ 288.76$ 2,781.09$
2041 1,135.69$ 1,243.41$ 106.59$ -$ 294.54$ 2,780.23$
2042 1,204.10$ 1,179.53$ 100.91$ -$ 300.43$ 2,784.97$
2043 1,272.52$ 1,111.80$ 94.89$ -$ 306.44$ 2,785.65$
2044 1,340.94$ 1,040.22$ 88.53$ -$ 312.57$ 2,782.25$
2045 1,423.03$ 961.44$ 81.82$ -$ 318.82$ 2,785.11$
2046 1,509.69$ 877.83$ 74.71$ -$ 325.20$ 2,787.43$
2047 1,596.35$ 789.14$ 67.16$ -$ 331.70$ 2,784.35$
2048 1,696.69$ 695.35$ 59.18$ -$ 338.33$ 2,789.56$
2049 1,797.04$ 595.67$ 50.70$ -$ 345.10$ 2,788.50$
2050 1,906.50$ 490.10$ 41.71$ -$ 352.00$ 2,790.31$
2051 2,020.52$ 378.09$ 32.18$ -$ 359.04$ 2,789.84$
2052 2,143.67$ 259.38$ 22.08$ -$ 366.22$ 2,791.35$
2053 2,271.38$ 133.44$ 11.36$ (2,404.82)$ 373.55$ 384.90$
Total[d]33,231.47$ 35,979.88$ 3,108.12$ (2,404.82)$ 8,323.12$ 78,237.77$
Footnotes:
[a] Interest rate on the Improvement Area #1 Bonds is 4.875% for bonds maturing 2030, 5.625% for bonds
maturing 2043, and 5.875% for bonds maturing 2053.
[b] Assumes the Reserve Fund is fully funded and available to reduce Annual Installments in the final year.
[c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in
Annual Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase
or decrease the amounts shown.
[d] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #1 LOT TYPE 2
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
LOT TYPE 2 PRINCIPAL ASSESSMENT: $34,616.12
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 LOT TYPE 2
Annual Installments
Due 1/31 Principal Interest[a]
Additional
Interest
Reserve
Fund[b]
Annual
Collection Costs
Total Annual
Installment[c]
2025 522.61$ 1,966.83$ 173.08$ -$ 223.50$ 2,886.02$
2026 546.37$ 1,941.35$ 170.47$ -$ 227.97$ 2,886.15$
2027 574.88$ 1,914.71$ 167.74$ -$ 232.53$ 2,889.85$
2028 598.63$ 1,886.69$ 164.86$ -$ 237.18$ 2,887.36$
2029 627.14$ 1,857.50$ 161.87$ -$ 241.92$ 2,888.43$
2030 655.64$ 1,826.93$ 158.73$ -$ 246.76$ 2,888.07$
2031 688.90$ 1,794.97$ 155.45$ -$ 251.69$ 2,891.02$
2032 726.91$ 1,756.22$ 152.01$ -$ 256.73$ 2,891.86$
2033 764.92$ 1,715.33$ 148.38$ -$ 261.86$ 2,890.48$
2034 807.68$ 1,672.30$ 144.55$ -$ 267.10$ 2,891.63$
2035 855.19$ 1,626.87$ 140.51$ -$ 272.44$ 2,895.01$
2036 902.70$ 1,578.77$ 136.24$ -$ 277.89$ 2,895.59$
2037 950.21$ 1,527.99$ 131.72$ -$ 283.45$ 2,893.37$
2038 1,007.22$ 1,474.54$ 126.97$ -$ 289.12$ 2,897.85$
2039 1,059.48$ 1,417.88$ 121.94$ -$ 294.90$ 2,894.20$
2040 1,121.25$ 1,358.29$ 116.64$ -$ 300.80$ 2,896.97$
2041 1,183.01$ 1,295.22$ 111.03$ -$ 306.81$ 2,896.07$
2042 1,254.28$ 1,228.67$ 105.12$ -$ 312.95$ 2,901.02$
2043 1,325.54$ 1,158.12$ 98.85$ -$ 319.21$ 2,901.72$
2044 1,396.81$ 1,083.56$ 92.22$ -$ 325.59$ 2,898.18$
2045 1,482.33$ 1,001.50$ 85.23$ -$ 332.10$ 2,901.16$
2046 1,572.60$ 914.41$ 77.82$ -$ 338.75$ 2,903.57$
2047 1,662.87$ 822.02$ 69.96$ -$ 345.52$ 2,900.37$
2048 1,767.39$ 724.33$ 61.64$ -$ 352.43$ 2,905.79$
2049 1,871.91$ 620.49$ 52.81$ -$ 359.48$ 2,904.69$
2050 1,985.94$ 510.52$ 43.45$ -$ 366.67$ 2,906.57$
2051 2,104.71$ 393.84$ 33.52$ -$ 374.00$ 2,906.08$
2052 2,232.99$ 270.19$ 23.00$ -$ 381.48$ 2,907.66$
2053 2,366.02$ 139.00$ 11.83$ (2,505.02)$ 389.11$ 400.94$
Total[d]34,616.12$ 37,479.04$ 3,237.62$ (2,505.02)$ 8,669.92$ 81,497.68$
Footnotes:
[a] Interest rate on the Improvement Area #1 Bonds is 4.875% for bonds maturing 2030, 5.625% for bonds
maturing 2043, and 5.875% for bonds maturing 2053.
[b] Assumes the Reserve Fund is fully funded and available to reduce Annual Installments in the final year.
[c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in
Annual Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase
or decrease the amounts shown.
[d] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #2-A INITIAL PARCEL
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
IMPROVEMENT AREA #2-A INITIAL PARCEL PRINCIPAL ASSESSMENT:
$1,753,813.71
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2-A INITIAL PARCEL
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 22,183.83$ 105,228.82$ 12,372.58$ 139,785.24$
2026 23,514.86$ 103,897.79$ 12,620.04$ 140,032.69$
2027 24,925.76$ 102,486.90$ 12,872.44$ 140,285.09$
2028 26,421.30$ 100,991.36$ 13,129.88$ 140,542.54$
2029 28,006.58$ 99,406.08$ 13,392.48$ 140,805.14$
2030 29,686.97$ 97,725.68$ 13,660.33$ 141,072.99$
2031 31,468.19$ 95,944.46$ 13,933.54$ 141,346.20$
2032 33,356.28$ 94,056.37$ 14,212.21$ 141,624.87$
2033 35,357.66$ 92,055.00$ 14,496.45$ 141,909.11$
2034 37,479.12$ 89,933.54$ 14,786.38$ 142,199.04$
2035 39,727.87$ 87,684.79$ 15,082.11$ 142,494.77$
2036 42,111.54$ 85,301.12$ 15,383.75$ 142,796.41$
2037 44,638.23$ 82,774.42$ 15,691.43$ 143,104.09$
2038 47,316.53$ 80,096.13$ 16,005.26$ 143,417.91$
2039 50,155.52$ 77,257.14$ 16,325.36$ 143,738.02$
2040 53,164.85$ 74,247.81$ 16,651.87$ 144,064.53$
2041 56,354.74$ 71,057.92$ 16,984.91$ 144,397.56$
2042 59,736.03$ 67,676.63$ 17,324.60$ 144,737.26$
2043 63,320.19$ 64,092.47$ 17,671.10$ 145,083.75$
2044 67,119.40$ 60,293.26$ 18,024.52$ 145,437.18$
2045 71,146.56$ 56,266.09$ 18,385.01$ 145,797.67$
2046 75,415.36$ 51,997.30$ 18,752.71$ 146,165.37$
2047 79,940.28$ 47,472.38$ 19,127.76$ 146,540.42$
2048 84,736.69$ 42,675.96$ 19,510.32$ 146,922.97$
2049 89,820.90$ 37,591.76$ 19,900.52$ 147,313.18$
2050 95,210.15$ 32,202.51$ 20,298.53$ 147,711.19$
2051 100,922.76$ 26,489.90$ 20,704.50$ 148,117.16$
2052 106,978.12$ 20,434.53$ 21,118.59$ 148,531.25$
2053 113,396.81$ 14,015.85$ 21,540.96$ 148,953.62$
2054 120,200.62$ 7,212.04$ 21,971.78$ 149,384.44$
Total[c]1,753,813.71$ 2,068,566.00$ 501,931.97$ 4,324,311.67$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to change.
[b] The figures shown above are estimates only and subject to change in Annual Service
Plan Updates. Changes in Annual Collection Costs, interest earnings, or other available
offsets could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #2-A LOT TYPE 3
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
LOT TYPE 3 PRINCIPAL ASSESSMENT: $36,537.79
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
ANNUAL INSTALLMENTS – LOT TYPE 3
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 462.16$ 2,192.27$ 257.76$ 2,912.19$
2026 489.89$ 2,164.54$ 262.92$ 2,917.35$
2027 519.29$ 2,135.14$ 268.18$ 2,922.61$
2028 550.44$ 2,103.99$ 273.54$ 2,927.97$
2029 583.47$ 2,070.96$ 279.01$ 2,933.44$
2030 618.48$ 2,035.95$ 284.59$ 2,939.02$
2031 655.59$ 1,998.84$ 290.28$ 2,944.71$
2032 694.92$ 1,959.51$ 296.09$ 2,950.52$
2033 736.62$ 1,917.81$ 302.01$ 2,956.44$
2034 780.82$ 1,873.62$ 308.05$ 2,962.48$
2035 827.66$ 1,826.77$ 314.21$ 2,968.64$
2036 877.32$ 1,777.11$ 320.49$ 2,974.93$
2037 929.96$ 1,724.47$ 326.90$ 2,981.34$
2038 985.76$ 1,668.67$ 333.44$ 2,987.87$
2039 1,044.91$ 1,609.52$ 340.11$ 2,994.54$
2040 1,107.60$ 1,546.83$ 346.91$ 3,001.34$
2041 1,174.06$ 1,480.37$ 353.85$ 3,008.28$
2042 1,244.50$ 1,409.93$ 360.93$ 3,015.36$
2043 1,319.17$ 1,335.26$ 368.15$ 3,022.58$
2044 1,398.32$ 1,256.11$ 375.51$ 3,029.94$
2045 1,482.22$ 1,172.21$ 383.02$ 3,037.45$
2046 1,571.15$ 1,083.28$ 390.68$ 3,045.11$
2047 1,665.42$ 989.01$ 398.50$ 3,052.93$
2048 1,765.35$ 889.08$ 406.46$ 3,060.90$
2049 1,871.27$ 783.16$ 414.59$ 3,069.02$
2050 1,983.54$ 670.89$ 422.89$ 3,077.32$
2051 2,102.56$ 551.87$ 431.34$ 3,085.77$
2052 2,228.71$ 425.72$ 439.97$ 3,094.40$
2053 2,362.43$ 292.00$ 448.77$ 3,103.20$
2054 2,504.18$ 150.25$ 457.75$ 3,112.18$
Total[c]36,537.79$ 43,095.12$ 10,456.92$ 90,089.83$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to
change.
[b] The figures shown above are estimates only and subject to change in Annual
Service Plan Updates. Changes in Annual Collection Costs, interest earnings, or other
available offsets could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #2-B INITIAL PARCEL
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
IMPROVEMENT AREA #2-B INITIAL PARCEL PRINCIPAL ASSESSMENT:
$3,916,186.29
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2-B INITIAL PARCEL
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 49,535.49$ 234,971.18$ 27,627.42$ 312,134.09$
2026 52,507.62$ 231,999.05$ 28,179.96$ 312,686.64$
2027 55,658.08$ 228,848.59$ 28,743.56$ 313,250.24$
2028 58,997.57$ 225,509.11$ 29,318.44$ 313,825.11$
2029 62,537.42$ 221,969.25$ 29,904.81$ 314,411.48$
2030 66,289.66$ 218,217.01$ 30,502.91$ 315,009.58$
2031 70,267.04$ 214,239.63$ 31,112.96$ 315,619.63$
2032 74,483.07$ 210,023.60$ 31,735.22$ 316,241.89$
2033 78,952.05$ 205,554.62$ 32,369.93$ 316,876.60$
2034 83,689.17$ 200,817.50$ 33,017.33$ 317,524.00$
2035 88,710.52$ 195,796.15$ 33,677.67$ 318,184.34$
2036 94,033.16$ 190,473.51$ 34,351.23$ 318,857.90$
2037 99,675.15$ 184,831.53$ 35,038.25$ 319,544.92$
2038 105,655.65$ 178,851.02$ 35,739.01$ 320,245.68$
2039 111,994.99$ 172,511.68$ 36,453.80$ 320,960.47$
2040 118,714.69$ 165,791.98$ 37,182.87$ 321,689.54$
2041 125,837.58$ 158,669.10$ 37,926.52$ 322,433.19$
2042 133,387.83$ 151,118.84$ 38,685.06$ 323,191.73$
2043 141,391.10$ 143,115.57$ 39,458.75$ 323,965.43$
2044 149,874.57$ 134,632.11$ 40,247.93$ 324,754.60$
2045 158,867.04$ 125,639.63$ 41,052.89$ 325,559.56$
2046 168,399.06$ 116,107.61$ 41,873.95$ 326,380.62$
2047 178,503.01$ 106,003.67$ 42,711.43$ 327,218.10$
2048 189,213.19$ 95,293.49$ 43,565.65$ 328,072.32$
2049 200,565.98$ 83,940.69$ 44,436.97$ 328,943.64$
2050 212,599.94$ 71,906.74$ 45,325.71$ 329,832.38$
2051 225,355.93$ 59,150.74$ 46,232.22$ 330,738.89$
2052 238,877.29$ 45,629.38$ 47,156.86$ 331,663.53$
2053 253,209.92$ 31,296.75$ 48,100.00$ 332,606.67$
2054 268,402.52$ 16,104.15$ 49,062.00$ 333,568.67$
Total[c]3,916,186.29$ 4,619,013.85$ 1,120,791.26$ 9,655,991.40$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to change.
[b] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, interest earnings, or other available offsets
could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #2-B LOT TYPE 4
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
LOT TYPE 4 PRINCIPAL ASSESSMENT: $28,471.00
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – LOT TYPE 4
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 360.13$ 1,708.26$ 200.85$ 2,269.24$
2026 381.73$ 1,686.65$ 204.87$ 2,273.26$
2027 404.64$ 1,663.75$ 208.97$ 2,277.36$
2028 428.92$ 1,639.47$ 213.15$ 2,281.53$
2029 454.65$ 1,613.74$ 217.41$ 2,285.80$
2030 481.93$ 1,586.46$ 221.76$ 2,290.15$
2031 510.85$ 1,557.54$ 226.19$ 2,294.58$
2032 541.50$ 1,526.89$ 230.72$ 2,299.10$
2033 573.99$ 1,494.40$ 235.33$ 2,303.72$
2034 608.43$ 1,459.96$ 240.04$ 2,308.43$
2035 644.93$ 1,423.45$ 244.84$ 2,313.23$
2036 683.63$ 1,384.76$ 249.74$ 2,318.12$
2037 724.65$ 1,343.74$ 254.73$ 2,323.12$
2038 768.13$ 1,300.26$ 259.83$ 2,328.21$
2039 814.21$ 1,254.17$ 265.02$ 2,333.41$
2040 863.07$ 1,205.32$ 270.32$ 2,338.71$
2041 914.85$ 1,153.54$ 275.73$ 2,344.12$
2042 969.74$ 1,098.65$ 281.24$ 2,349.63$
2043 1,027.93$ 1,040.46$ 286.87$ 2,355.26$
2044 1,089.60$ 978.79$ 292.61$ 2,360.99$
2045 1,154.98$ 913.41$ 298.46$ 2,366.85$
2046 1,224.28$ 844.11$ 304.43$ 2,372.81$
2047 1,297.73$ 770.66$ 310.52$ 2,378.90$
2048 1,375.60$ 692.79$ 316.73$ 2,385.11$
2049 1,458.13$ 610.26$ 323.06$ 2,391.45$
2050 1,545.62$ 522.77$ 329.52$ 2,397.91$
2051 1,638.36$ 430.03$ 336.11$ 2,404.50$
2052 1,736.66$ 331.73$ 342.83$ 2,411.22$
2053 1,840.86$ 227.53$ 349.69$ 2,418.08$
2054 1,951.31$ 117.08$ 356.68$ 2,425.07$
Total[c]28,471.00$ 33,580.62$ 8,148.25$ 70,199.86$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to
change.
[b] The figures shown above are estimates only and subject to change in Annual
Service Plan Updates. Changes in Annual Collection Costs, interest earnings, or other
available offsets could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #2-B LOT TYPE 5
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
AFTER RECORDING1 RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
PROPERTY ADDRESS
LOT TYPE 5 PRINCIPAL ASSESSMENT: $32,741.65
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by ______________________ and
____________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this _________________, 20__.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Collin County.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – LOT TYPE 5
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Annual Installments
Due 1/31 Principal Interest[a]
Annual
Collection Costs
Total Annual
Installment[c]
2025 414.15$ 1,964.50$ 230.98$ 2,609.63$
2026 439.00$ 1,939.65$ 235.60$ 2,614.25$
2027 465.33$ 1,913.31$ 240.31$ 2,618.96$
2028 493.25$ 1,885.39$ 245.12$ 2,623.76$
2029 522.85$ 1,855.80$ 250.02$ 2,628.67$
2030 554.22$ 1,824.42$ 255.02$ 2,633.67$
2031 587.47$ 1,791.17$ 260.12$ 2,638.77$
2032 622.72$ 1,755.92$ 265.33$ 2,643.97$
2033 660.09$ 1,718.56$ 270.63$ 2,649.28$
2034 699.69$ 1,678.95$ 276.04$ 2,654.69$
2035 741.67$ 1,636.97$ 281.57$ 2,660.21$
2036 786.17$ 1,592.47$ 287.20$ 2,665.84$
2037 833.34$ 1,545.30$ 292.94$ 2,671.59$
2038 883.34$ 1,495.30$ 298.80$ 2,677.44$
2039 936.34$ 1,442.30$ 304.78$ 2,683.42$
2040 992.53$ 1,386.12$ 310.87$ 2,689.52$
2041 1,052.08$ 1,326.57$ 317.09$ 2,695.73$
2042 1,115.20$ 1,263.44$ 323.43$ 2,702.08$
2043 1,182.11$ 1,196.53$ 329.90$ 2,708.54$
2044 1,253.04$ 1,125.60$ 336.50$ 2,715.14$
2045 1,328.22$ 1,050.42$ 343.23$ 2,721.87$
2046 1,407.92$ 970.73$ 350.09$ 2,728.74$
2047 1,492.39$ 886.25$ 357.09$ 2,735.74$
2048 1,581.94$ 796.71$ 364.23$ 2,742.88$
2049 1,676.85$ 701.79$ 371.52$ 2,750.16$
2050 1,777.46$ 601.18$ 378.95$ 2,757.60$
2051 1,884.11$ 494.54$ 386.53$ 2,765.17$
2052 1,997.16$ 381.49$ 394.26$ 2,772.90$
2053 2,116.99$ 261.66$ 402.14$ 2,780.79$
2054 2,244.01$ 134.64$ 410.19$ 2,788.83$
Total[c]32,741.65$ 38,617.71$ 9,370.48$ 80,729.84$
Footnotes:
[a] Interest is calculated at a 5.71% rate for illustrative purposes, and subject to
change.
[b] The figures shown above are estimates only and subject to change in Annual
Service Plan Updates. Changes in Annual Collection Costs, interest earnings, or other
available offsets could increase or decrease the amounts shown.
[c] Totals may not sum due to rounding.
EXHIBIT B
CITY OF ANNA, TEXAS
NOTICE OF PUBLIC HEARING
NOTICE IS HEREBY GIVEN THAT a public hearing will be conducted by the City Council of Anna,
Texas on August 27, 2024 at 6:00 p.m.at the at the Anna City Hall, City Council Chambers, 120 W. 7th
Street, Anna, Texas 75409. The public hearing will be held to consider proposed assessments to be levied
against the assessable property within Improvement Area #2 of The Woods at Lindsey Place Public
Improvement District (the “District”) pursuant to the provisions of Chapter 372 of the Texas Local
Government Code, as amended (the “Act”).
The general nature of the proposed public improvements (collectively, the “Authorized Improvements”)
may include: (a) acquisition, construction and improvements, and maintenance of the improvements,
consisting of (1) landscaping; (2) erection of fountains, distinctive lighting, and signs; (3) acquiring,
constructing, improving, widening, narrowing, closing, or rerouting of sidewalks or of streets, any other
roadways, or their rights-of-way, including related landscaping, lighting, traffic control devices, screening
walls and retaining walls; (4) construction or improvement of pedestrian malls; (5) acquisition and
installation of pieces of art; (6) acquisition, construction, or improvement of off-street parking facilities;
(7) acquisition, construction, or improvement of water, wastewater, or drainage facilities or
improvements; (8) the establishment or improvement of parks; (9) projects similar to those listed in (1)-
(8); (10) acquisition, by purchase or otherwise, of real property or contract rights in connection with an
authorized improvement; (11) special supplemental and maintenance services for improvement and
promotion of the district, including services relating to advertising, promotion, health and sanitation,
water and wastewater, roadways, public safety, security, business recruitment, development, recreation,
and cultural enhancement (collectively, the “Authorized Improvements”); and (b) the payment of
expenses incurred in the establishment, administration, and operation of the District, including
maintenance costs, costs of issuance, funding debt service and capitalized interest reserves and credit
enhancement fees of any bonds issued by or on behalf of the District, if necessary. These Authorized
Improvements shall promote the interests of the City and confer a special benefit upon the Property.
The total costs of the Improvement Area #2 Projects, including the costs of creating the District and
issuing the bonds, is approximately $12,835,277.
The boundaries of the District include approximately 198.006 acres of land generally located immediately
to the northwest, west, and southwest of Anna High School, located within the city limits of the City and
as more particularly described by a metes and bounds description available for public inspection at the
office of the City Secretary, 120 W. 7th Street, Anna, Texas 75409.
All written or oral objections on the proposed assessment within the District will be considered at the
public hearing.
A copy of the Improvement Area #2-A Assessment Roll and the Improvement Area #2-B Assessment
Roll (collectively, the “Assessment Rolls”), which Assessment Rolls include the assessments to be levied
against each parcel in the District for the Improvement Area #2 Projects, is available for public inspection
at the office of the City Secretary, 120 W.7th Street, Anna, Texas 75409.
Item No. 7.h.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Bernie Parker
AGENDA ITEM:
Acting as the Anna Public Facility Corporation Board of Directors, receive an update on
the financing and development status of the multifamily residential development to be
known as Sharp & Finley, to be located in the City of Anna, Texas, that was approved
by the Anna Public Facility Corporation on June 13, 2023. (Director of Economic
Development Bernie Parker)
SUMMARY:
JPI and Consultants will provide an update on the financing and development status of
the multifamily residential development to be known as Sharp & Finley, to be located in
the City of Anna, Texas, that was approved by the Anna Public Facility Corporation on
June 13, 2023.
FINANCIAL IMPACT:
The PFC is estimated to receive approximately $2,000,000 over the first 10 years of the
project, of which approximately $1,000,000 will be paid at closing. The city will also
receive all impact fees, permit fees, and any other applicable city fees.
BACKGROUND:
Jefferson at Anna Finley (formerly known as Serenity on the Square) is located at the
intersection of Sharp Street and Finley Blvd . Last May, the site’s zoning was updated to
MF-2 with several stipulations including a minimum of 5,000 square feet of commercial
space, a maximum of 3-stories or 50 feet (4-stories or 65 feet when commercial uses
are on the first floor), a maximum of 320 units, 50% covered parking, perimeter fencing,
a minimum of seven (7) live/work units, and landscape buffers.
• The site plan was approved by the Planning and Zoning and City Council in
August 2023.
• Civil plans are ready for construction.
The Anna Public Facility Corporation (APFC) approved this project on June 13, 2023,
which will consist of approximately 320 apartment units and a small co-working space to
be constructed by an affiliate of JPI (the developer).
APFC will participate in the transaction as 1) a special member to the borrower entity
that will construct and operate the project, 2) as ground lessor to lease the land and
improvements to the borrower for the above purpose, and 3) as contractor, which will
subcontract out the construction responsibility to a JPI affiliate. This structure is
expected to qualify the project for an ad valorem property tax exemption and allow
project materials to be exempt from sales tax.
The JPI team has now secured loan and equity financing to complete the project and is
preparing to enter into final loan and partnership documents, as outlined in the June 13,
2023 resolution. Hilltop, as financial advisor to the APFC, and Chapman, as legal
counsel to the APFC, have worked to provide comments and ensure the documents are
consistent with the terms and expectations of the APFC, per the June 13, 2023
resolution and the memorandum of understanding between the parties.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Unique.
ATTACHMENTS:
1. Exhibit A (SP) Jefferson at Anna Finley
7'
-
1
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22
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-
1
1
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1'-1"10'-0"1'-1"9"10'-0"1'-1"
12'-2"11'-10"
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5'-9 1/2"5'-9 1/2"5'-9"5'-9 1/2"
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inc.
Legend
479,917.94 SF
11.0174 ACRES
ZONING:MF-2
Water Meter Schedule
ZONING:PD-R
ZONING:PD-R
ZONING:PD-R
ZONING:PD-R
ZONING:PD-R
ZONING:SF-E
ZONING:MF-2
ZONING:MF-2
ZONING:MF-2
EXHIBIT A
Item No. 7.i.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Gregory Peters
AGENDA ITEM:
Consider/Discuss/Action on a Resolution, finding that a public necessity exists for the
acquisition of permanent sanitary sewer line easement on and under 0.3652 acres of
property, more or less, and a companion temporary construction easement of 0.3775
acres, more or less, presently owned by Valinda Plaza, LLC and located at Tract 17,
Abstract A0510 of the JM Kincaid Survey, and to include consideration of the use of
eminent domain to condemn property. (Assistant City Manager Greg Peters, P.E.)
SUMMARY:
This item is required for the process of obtaining sanitary sewer easements from a
landowner. The easements are for the construction of the Hurricane Creek trunk sewer
extension to the north. The property is owned by a limited liability corporation with a
mailing address in McKinney, Texas.
FINANCIAL IMPACT:
Funding for the Hurricane Creek Trunk Sewer project was appropriated in the FY2024
Community Investment Program budget in the amount of $12 million from the Utility
Bond Fund. This item is included in the project budget.
BACKGROUND:
The City of Anna has a CIP project for the construction of a large diameter sanitary
sewer main on the west side of Anna to the northern city limit. This project is essential
for the development of the west side of the City.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Resilient.
ATTACHMENTS:
1. Res 2024-___ Public Necessity Tract2A Hurricane Creek
2. Res Pub Necess - Tract 2A - Exhibit A C21005D20240729DO1
3. Res Pub Necess - Tract 2A - Exhibit A C21005D20240730DO1
CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 1 of 3
CITY OF ANNA, TEXAS
, the City of Anna plans to construct and/or install sanitary sewer lines and
associated appurtenances to meet the public need to provide sanitary sewer system
improvements to benefit the City of Anna, its citizens and the general health, safety and
welfare; and
, it is necessary to acquire a certain permanent sanitary sewer line easement
not now held by the City of Anna for such sanitary sewer system improvements; and
, it is necessary for the City to use its authority to pursue negotiations for the
acquisition of said easements and/or to pursue the easements under power of eminent
domain; and
, the City Council of the City of Anna, Texas ("City Council"), after careful
consideration, finds that a public necessity exists for acquisition of a permanent sanitary
sewer line easement of 0.3652 acres, more or less, and a temporary construction
easement, respectively providing limited rights on and under 0.3775 acres of real
property, more or less, said tracts being more particularly described in Section 2 of this
resolution, for the purposes of constructing, laying, maintaining, repairing and/or
replacing of sanitary sewer lines and related appurtenances, and benefiting the public
health, safety and welfare;
The City Council finds that the above-stated recitals are true and correct and
said recitals are incorporated herein as if set forth in full for all purposes.
This resolution is intended to comply in all respects with Texas Government
Code § 2206.001, et seq., Texas Local Government Code § 251.001, et seq.,
and Texas Property Code § 21.001 et seq., to the extent the provisions of such
statutes are applicable, and to comply with all other applicable law.
CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 2 of 3
1.03 The City Council, by this resolution, intends, if necessary, to exercise the City's
powers of eminent domain under Texas Local Government Code § 251.001 and
any and all other applicable law.
Section 2. Easements to be Acquired
2.01 The necessary permanent sanitary sewer line easement sought to be acquired
will provide limited rights on and under a portion of a tract of real property, said
portion totaling approximately 0.3652 acres of real property (the "Permanent
Sanitary Sewer Line Easement"), currently held by Valinda Plaza, LLC, and/or
others. Said approximate 0.3652 acres of real property is generally aligned and
described as shown in Exhibit A, attached to this resolution and incorporated
herein by reference as if fully set forth for all purposes. The precise permanent
easement to be acquired may differ from what is shown in said alignment and
description, but said alignment and description approximates the general route
and general area of the permanent sanitary sewer line easement to be acquired.
2.02 The necessary temporary construction easement sought to be acquired will
provide temporary limited rights on and under a portion of a tract of real property,
said portion totaling approximately 0.3775 acres of real property (the "Temporary
Construction Easement"), currently held by Valinda Plaza, LLC, and/or others.
Said approximate 0.3775 acres of real property is generally aligned and
described as shown in Exhibit A, attached to this resolution and incorporated
herein by reference as if fully set forth for all purposes. The precise temporary
easement to be acquired may differ from what is shown in said alignment and
description, but said alignment and description approximates the general route
and general area of the temporary construction easement to be acquired.
Section 3. Finding of Public Necessity and Authorization to Take Action
3.01 The City Council finds a public necessity for the public welfare and convenience to
acquire the Permanent Sanitary Sewer Line Easement and Temporary Construction
Easement identified in Section 2, above, for the purpose of constructing, laying,
maintaining, repairing and/or replacing sanitary sewer lines and related
appurtenances. The City Council authorizes the City Manager, City staff and/or City
consultants or contractors, and, Wolfe, Tidwell & McCoy, LLP, attorneys, and other
legal counsel if determined necessary by said attorneys, to acquire the needed
Permanent Sanitary Sewer Line Easement and Temporary Construction Easement
by any lawful means including but not limited to negotiations with landowners and, if
necessary, proceedings in eminent domain.
3.02 The City Council by this resolution directs the City Manager, his staff, and Wolfe,
Tidwell & McCoy, LLP, attorneys, and other legal counsel if determined necessary
by said attorneys—as necessary and in the appropriate sequence—to have the
Permanent Sanitary Sewer Line Easement and Temporary Construction Easement
appraised by a certified appraiser, to send the landowner(s) a copy of the appraisal
CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 3 of 3
and the State of Texas Landowner’s Bill of Rights prepared by the Office of the
Attorney General of Texas, to enter into good-faith negotiations with the
landowner(s), to make a bona-fide offer and make any necessary initial and final
monetary offers in an attempt to acquire the Permanent Sanitary Sewer Line
Easement and Temporary Construction Easement consistent with the appraisal(s),
when appropriate, and to convey the City’s desire to acquire the Permanent Sanitary
Sewer Line Easement and Temporary Construction Easement in an efficient manner,
and, if necessary, to institute proceedings in eminent domain and take all necessary
actions in such proceedings to condemn and acquire the Permanent Sanitary Sewer
Line Easement and Temporary Construction Easement. The City Council hereby
authorizes and ratifies any such actions taken thus far, and hereby further asserts its
full authority, to the greatest extent provided by law, to acquire the Permanent
Sanitary Sewer Line Easement and Temporary Construction Easement identified in
Section 2, above.
Section 4. Effective Date.
This resolution shall take effect immediately upon its passage.
PASSED AND APPROVED by the City Council of the City of Anna, Texas, this ___
day of August, 2024.
ATTESTED: APPROVED:
___________________________ ____________________________
Carrie L. Land, City Secretary Pete Cain, Mayor
PARCELS 2 AND 3 ADDENDUM C
PAGE C.3
-EXHT BIT_" B,, BE A RINGS SHOW N HER EON , AR E BAS ED ON GR ID
NAD83 STATE PLANE COOR DIN ATE SYSTE M OF
BEARING BASE :
NAO 83 : TX83-NCF
LEGEND:
---,..._..L 1983 (NA D83(20 11 ) EPOCH2013, NO RTH CENTRAL
ZONE (4202 ) US ING TRIMB LE RTK NETWORK .
COORD INATES AND DISTANC ES AR E SUR FACED
BASED ON THE SUR FAC E SCA LE FACTOR=
1.0001527 1 .
D.R.C.C. T./P.R.C.C.T. •
DEED/PLAT
RECORDS CO LLI N
COUNTY, TEXAS
KINCADE, J M
SURVEY, A-510
ESMT • EASEM ENT
DRNG -DRA IN AGE
UTIL -UTILITY
C.M . -CONTRO LLING
MONUM ENT
Co urse
L1 s
L2 N
L3 s
L4 s
VALINDA PLAZA, LLC.
77.96 AC RES
INS.# 20220228000319240
(COR . DOC. 20220408000573260 )
D.R.C.C. T.
/
Bearing Dist ance
77 °3 5 '55 " w 40.48 '
12 °12 '38 " w 37 .0 0'
84 °23 '21 " E 66.05 '
12 °17 '00 " E 2.98 '/
SUNLIT HOLDINGS, L L C., TRACT 3, 5.765 AC.
INST# 20190221000181710, D.R.C.C.T.
/
/
/
/
/
/
/
/
ANN A GROUP, L.L.C.,
TRACT 1, 101.118 AC.
INST# 2023000122760
D.R.C.C.T.
CITY OF ANNA-HURR I CANE CREEK WASTE WATE R INTE RCEPT OR
DRI TTAIN & C RAW FORD
LAND SURVEYING &
TOPOGRAPH IC MAPPING
\i-' t'i •J:C.,-fl/1 -\!ETHU (t!i f} '1H-:'.!-1 ✓
F.:OX "tr (Fl11i 126-Q'J4 7
P {I BD:< 1374 I l'J :)tl. ;:;,L TH FREEW.:."'
FOlff fJClRTH TE<J.S ..,6110
PR OJE CT I' ARC EL 2
EXHIB IT MAP OF :
PERMANENT WASTE
WATER LINE EASEMENT
0.3652 ACRE OF LAND,
LOCATE D I N THE J.M.
KINCADE SURVEY,
ABSTRACT No. 510 , CITY
OF ANNA, CO LLIN COU NTY, T X
~
0
2
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PARCELS 2 AND 3 ADDENDUM C
PAGE C.2
PARCELS 2 AND 3 ADDENDUM C
PAGE C.6
EXHIBIT "A"
LEGAL DESCRIPTION
TEMPORARY CONSTRUCTION EASEMENT "A"
BEING 0.3775 acre of land located in the J.M. KINCADE SURVEY , Abstract No. 510 ,
City of Anna , Collin County , Texas , and being a portion of 77.96 acre tract of land
conveyed to VALINDA PLAZA , LLC , by the deed recorded in Instrument No .
202202280003 19240 , and corrected in document recorded in Instrument No .
20220408000573260 , of the Deed Records of Collin County , Te xas. Said 0 .3775 acre
of land being more particularly described by metes and bounds as follow s:
BEGINNING at a point in the South boundary line of said Valinda Plaza Tract , lying
S 77 ° 35 ' 55" W 421 .24 feet , from a ½" iron rod marked "RPLS-3258" found at the
Southeast corner of sa id Valinda Plaza Tract , and said POINT OF BEGINNING lying in
the Northwest right-of-way line of F.M. 455 (an 80 foot w ide public right-of-way ), and
said POINT OF BEGINNING also having a Surface Coordinate of N: 7 ,178 ,649.50 and
E: 2,547 ,1 29 .15 ;
THENCE S 77° 35' 55" W 101 .29 feet , along the South boundary line of sa id
Valinda Plaza Tract and the North west right-of-way line of said F.M. 455 , to a
po int ;
THENCE
THENCE
N 12 ° 17' 00" W
N 46 ° 24' 39" E
2 .98 feet , to a po int ;
315.07 feet , to a po int ;
THENCE S 84 ° 23' 21 " E 72.66 feet , to a point lying N 84 ° 23 ' 21 " W 211.87
feet , from a ½" iron rod found in the East boundary line of aforesaid Valinda Plaza
Tract ;
THENCE S 46 ° 24 ' 39" W 277.44 feet , to the POINT OF BEGINNING containing
0 .3775 acre (16 ,445 Square Feet ) of land .
/'() 5/;01> cfd~ee-0s/4 •
JANUAR Y 10th , 2024
NOTES :
All coord inates and bearings are based on the Texas State Plane Coordinate System ,
N.A.D. 83 North Central Zone. All distances and coordinates show n are surface values
and may be converted to grid by dividing by Tx DOT conversion factor for Collin County
of 1.00015271 .
G:\202 3\EASEMENTS\FN\Al\TNA-HURRJCA.!.'IB CRK\TCE-02 ESMT -0.3775 Acre.doc
PARCELS 2 AND 3 ADDENDUM C
PAGE C.7
-
BEARING BASE :
NAO 83 : TX83-NCF
LEGEND:
D.R.C.C.T./P.R.C.C.T. -
DEED/PLAT
RECORDS COLLI N
COUNTY, TEXAS
ESMT -EASEMENT
DRNG -DRA INAG E
UTIL.-UTILITY
C.M. -CONTROLLING
MONUMENT
/
--EXHIBIT _ B BEAR INGS SHOW N HEREON , ARE BAS ED ON GRID
NAD83 STATE PLANE COORDINATE SYSTE M OF
--_,___--1_1983 (NA083 (201 1) EPOCH2013, NORT H CE NTRA L
ZON E (4202 ) US ING TR IMB LE RTK NETW ORK.
COOR DI NATES AND DISTANCES ARE SURFACED
BASED ON THE SURFACE SCALE FACTOR=
1.00015271.
KINCADE, J M
SURVEY, A-510
ANNA GROUP, LLC.
TRACT 1, 101.118 AC.
INST# 2023000122760
D.R.C.C.T.
SUNLIT HOLDI NGS, L.L.C., TRACT 3, 5.765 AC.
INST# 20190221000181710, D.R .C.C.T.
CITY OF ANNA -H URRI CAN E CREEK WAS TE WATER INTER CEPTOR
PR OJ ECT PARCEL 2
EXHIBIT MAP OF :
B C w TEMPORARY CONSTRUCTION
RITT~J~u~vEYi!~ FORD EASEMENT A, 0.3775 ACRE OF
TOPOGRAPHI C MAPPING LAND LOCATED IN THE
(817) 926 -0211 -METRO (817) •29-5 11 2 J M K' I NCADE SURVEY
FAX No. (8l7) 926 -9 347 • • ,
"0 00•,c:,;,3::;~•~!,:~~'~:,.w.v ABSTRACT No. 510
EM A.IL; <JdmrlCbrillllin-crmrlord . .-:om
WfflSur, ,,w .. -hriMain crnw1ord r-om CITY OF ANNA, COLLIN COUNTY , TX
:I: :.
0 z
0
ij
ij
(K.G .) G:\KOBY\PROJECTS\FN\FN-ANNA-2022\HUR-CREEK PHl_TCE-02.dwg
Item No. 7.j.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact: Gregory Peters
AGENDA ITEM:
Consider/Discuss/Act on a Resolution, finding that a public necessity exists for the
acquisition of permanent sanitary sewer line easement on and under 0.5034 acres of
property, more or less, and a companion temporary construction easement of 0.4328
acres, more or less, presently owned by Valinda Plaza, LLC and located at Tract 16,
Abstract A0510 of the JM Kincaid Survey, and to include consideration of the use of
eminent domain to condemn property. (Assistant City Manager Greg Peters, P.E.)
SUMMARY:
This item is required for the process of obtaining sanitary sewer easements from a
landowner. The easements are for the construction of the Hurricane Creek trunk sewer
extension to the north. The property is owned by a limited liability corporation with a
mailing address in McKinney, Texas.
FINANCIAL IMPACT:
Funding for the Hurricane Creek Trunk Sewer project was appropriated in the FY2024
Community Investment Program budget in the amount of $12 million from the Utility
Bond Fund. This item is included in the project budget.
BACKGROUND:
The City of Anna has a CIP project for the construction of a large diameter sanitary
sewer main on the west side of Anna to the northern city limit. This project is essential
for the development of the west side of the City.
STRATEGIC CONNECTIONS:
This item supports the City of Anna Strategic Plan, specifically advancing the strategic
outcome area: Resilient.
ATTACHMENTS:
1. Res 2024-___ Public Necessity Tract3B Hurricane Creek
2. Exhibit A - Tract 3B Valinda Plaza LLC
CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 1 of 3
CITY OF ANNA, TEXAS
, the City of Anna plans to construct and/or install sanitary sewer lines and
associated appurtenances to meet the public need to provide sanitary sewer system
improvements to benefit the City of Anna, its citizens and the general health, safety and
welfare; and
, it is necessary to acquire a certain permanent sanitary sewer line easement
not now held by the City of Anna for such sanitary sewer system improvements; and
, it is necessary for the City to use its authority to pursue negotiations for the
acquisition of said easements and/or to pursue the easements under power of eminent
domain; and
, the City Council of the City of Anna, Texas ("City Council"), after careful
consideration, finds that a public necessity exists for acquisition of a permanent sanitary
sewer line easement of 0.5034 acres, more or less, and a temporary construction
easement, respectively providing limited rights on and under 0.4328 acres of real
property, more or less, said tracts being more particularly described in Section 2 of this
resolution, for the purposes of constructing, laying, maintaining, repairing and/or
replacing of sanitary sewer lines and related appurtenances, and benefiting the public
health, safety and welfare;
The City Council finds that the above-stated recitals are true and correct and
said recitals are incorporated herein as if set forth in full for all purposes.
This resolution is intended to comply in all respects with Texas Government
Code § 2206.001, et seq., Texas Local Government Code § 251.001, et seq.,
and Texas Property Code § 21.001 et seq., to the extent the provisions of such
statutes are applicable, and to comply with all other applicable law.
CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 2 of 3
1.03 The City Council, by this resolution, intends, if necessary, to exercise the City's
powers of eminent domain under Texas Local Government Code § 251.001 and
any and all other applicable law.
Section 2. Easements to be Acquired
2.01 The necessary permanent sanitary sewer line easement sought to be acquired
will provide limited rights on and under a portion of a tract of real property, said
portion totaling approximately 0.5034 acres of real property (the "Permanent
Sanitary Sewer Line Easement"), currently held by Valinda Plaza, LLC, and/or
others. Said approximate 0.5034 acres of real property is generally aligned and
described as shown in Exhibit A, attached to this resolution and incorporated
herein by reference as if fully set forth for all purposes. The precise permanent
easement to be acquired may differ from what is shown in said alignment and
description but said alignment and description approximates the general route
and general area of the permanent sanitary sewer line easement to be acquired.
2.02 The necessary temporary construction easement sought to be acquired will
provide temporary limited rights on and under a portion of a tract of real property,
said portion totaling approximately 0.4328 acres of real property (the "Temporary
Construction Easement"), currently held by Valinda Plaza, LLC, and/or others.
Said approximate 0.4328 acres of real property is generally aligned and
described as shown in Exhibit A, attached to this resolution and incorporated
herein by reference as if fully set forth for all purposes. The precise temporary
easement to be acquired may differ from what is shown in said alignment and
description but said alignment and description approximates the general route
and general area of the temporary construction easement to be acquired.
Section 3. Finding of Public Necessity and Authorization to Take Action
3.01 The City Council finds a public necessity for the public welfare and convenience to
acquire the Permanent Sanitary Sewer Line Easement and Temporary Construction
Easement identified in Section 2, above, for the purpose of constructing, laying,
maintaining, repairing and/or replacing sanitary sewer lines and related
appurtenances. The City Council authorizes the City Manager, City staff and/or City
consultants or contractors, and, Wolfe, Tidwell & McCoy, LLP, attorneys, and other
legal counsel if determined necessary by said attorneys, to acquire the needed
Permanent Sanitary Sewer Line Easement and Temporary Construction Easement
by any lawful means including but not limited to negotiations with landowners and, if
necessary, proceedings in eminent domain.
3.02 The City Council by this resolution directs the City Manager, his staff, and Wolfe,
Tidwell & McCoy, LLP, attorneys, and other legal counsel if determined necessary
by said attorneys—as necessary and in the appropriate sequence—to have the
Permanent Sanitary Sewer Line Easement and Temporary Construction Easement
appraised by a certified appraiser, to send the landowner(s) a copy of the appraisal
CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 3 of 3
and the State of Texas Landowner’s Bill of Rights prepared by the Office of the
Attorney General of Texas, to enter into good-faith negotiations with the
landowner(s), to make a bona-fide offer and make any necessary initial and final
monetary offers in an attempt to acquire the Permanent Sanitary Sewer Line
Easement and Temporary Construction Easement consistent with the appraisal(s),
when appropriate, and to convey the City’s desire to acquire the Permanent Sanitary
Sewer Line Easement and Temporary Construction Easement in an efficient manner,
and, if necessary, to institute proceedings in eminent domain and take all necessary
actions in such proceedings to condemn and acquire the Permanent Sanitary Sewer
Line Easement and Temporary Construction Easement. The City Council hereby
authorizes and ratifies any such actions taken thus far, and hereby further asserts its
full authority, to the greatest extent provided by law, to acquire the Permanent
Sanitary Sewer Line Easement and Temporary Construction Easement identified in
Section 2, above.
Section 4. Effective Date.
This resolution shall take effect immediately upon its passage.
PASSED AND APPROVED by the City Council of the City of Anna, Texas, this ___
day of August, 2024.
ATTESTED: APPROVED:
___________________________ ____________________________
Carrie L. Land, City Secretary Pete Cain, Mayor
PARCELS 2 AND 3 ADDENDUM C
PAGE C.4
PARCELS 2 AND 3 ADDENDUM C
PAGE C.5
PARCELS 2 AND 3 ADDENDUM C
PAGE C.8
PARCELS 2 AND 3 ADDENDUM C
PAGE C.9
Item No. 8.d.
City Council Agenda
Staff Report
Meeting Date: 8/13/2024
Staff Contact:
AGENDA ITEM:
Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). City Secretary
Annual Review
SUMMARY:
FINANCIAL IMPACT:
BACKGROUND:
STRATEGIC CONNECTIONS:
ATTACHMENTS: