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HomeMy WebLinkAbout07-14-2026 Executive Session & Regular Meeting Packet AGENDA City Council Meeting Tuesday, July 14, 2026 @ 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 Tuesday, July 14, 2026, 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. American Pledge: I pledge allegiance to the flag of the United States of America, and to the Republic for which it stands, one nation under God, indivisible, with liberty and justice for all. Texas Pledge: Honor the Texas flag; I pledge allegiance to thee, Texas, one state under God, one and indivisible. 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. Presentations. Receive reports from Staff or the City Council about items of community interest. Items of community interest include: expression 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. a. Recognition of Chief Eoff on his graduation from the FBI National Academy. b. Recognition of Director of Human Resources Stephanie Beitelschies for obtaining the Society for Human Resource Management Senior Certified Professional (SHRM-SCP) certification. c. Proclamation recognizing the month of July as Parks and Recreation Month. 5. Work Session. a. Presentation and discussion of the utility rate model. (Director of Finance Terri Doby) 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 June 19, 2026, June 20, 2026, and June 23, 2026. (City Secretary Carrie Land) b. Review the Joint Community Development Corporation and Economic Development Corporation Board Meeting Minutes for June 4, 2026. (Director of Economic Development Natasha Roach) c. Approve an Ordinance repealing Ordinance No. 441-2009 and adopting an updated Records Management Program and Policy in compliance with state law and the city charter. (City Secretary Carrie Land) d. Approve a Resolution of the City Council of the City of Anna, Texas, finding that a public necessity exists for acquisition of a permanent water easement along State Highway 5 authorizing the City Manager, staff, contractors, and the city’s attorneys to acquire said easements by any lawful means, including but not limited to negotiations, and, if necessary, proceedings in eminent domain; providing an effective date. (City Engineer Kevin Bates, P.E.) e. Approve a Resolution authorizing the City Manager to execute an Agreement for Professional Engineering Services with Parkhill to design County Road 423. (City Engineer Kevin Bates, P.E.) f. Approve a Resolution of the City of Anna, Texas determining the costs of certain Authorized Improvements to be financed by the Liberty Hills Public Improvement District No. 1 for Improvement Area #1 thereof; approving a Preliminary Service Plan and Assessment Plan, including proposed Assessment Roll for Improvement Area #1; calling a regular meeting and noticing a Public Hearing for August 11, 2026, to consider an Ordinance Levying Assessments on property located within Improvement Area #1 of said District; directing the filing of the proposed Assessment Roll 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. (City Engineer Kevin Bates, P.E.) g. Approve a Resolution of the City of Anna, Texas determining the costs of certain Authorized Improvements to be financed by The Landing Public Improvement District for Improvement Area #1 thereof; approving a Preliminary Service Plan and Assessment Plan, including the proposed Assessment Roll for Improvement Area #1; calling a regular meeting and noticing a Public Hearing for August 11, 2026, to consider an Ordinance Levying Assessments on property located within Improvement Area #1 of said District; directing the filing of the proposed Assessment Roll 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. (City Engineer Kevin Bates, P.E.) h. Approve a Resolution authorizing the City Manager to execute a no-cost Interlocal Cooperation Contract with The University of Texas at Austin Regional Security Operations Center for cyber services. (Director of Information Technology Chris Talbot) 7. Items For Individual Consideration and Public Hearings. At the time and place of any public hearing held during this meeting, all persons who desire will have an opportunity to be heard in opposition to or in favor of the ordinance, application, or other proposed item. a. Conduct a first reading of a Resolution approving a project involving an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the Willow Creek Addition, Phase 1B Development. (Director of Economic Development Natasha Roach) b. Conduct a second reading of a Resolution approving a project involving an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the Willow Creek Addition, Phase 1B Development. (Director of Economic Development Natasha Roach) c. Consider/Discuss/Action on a Resolution approving a project involving an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the Willow Creek Addition, Phase 1B Development. (Director of Economic Development Natasha Roach) d. Consider/Discuss/Action on a Nomination to the Board of Trustees of the Texas Municipal League Intergovernment Risk Pool (TMLIRP) for a 6-year term. 8. Future Agenda Items. Requests from the City Council for items to be placed on upcoming agendas by a vote of three or more. 9. 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). Legalities of Financing Procedures 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, Fire Chiefs The Council further reserves the right to enter into Closed Session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. 10. Consider/Discuss/Action on any items listed on any agenda - executive 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. 11. 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 07/08/2026. Carrie L. Land, City Secretary 1. The Council may vote and/or act upon each of the items listed in this Agenda. Notwithstanding the foregoing or any other statement in this Agenda, the Council shall not take action on any item until after providing an opportunity for public testimony under the "Neighbor Comments" item or after any public hearing held under applicable law. 2. The Council reserves the right to retire into closed executive session concerning any of the items listed on this agenda, whenever it is considered necessary and legally justified under the Open Meeting Act. 3. In accordance with the Americans with Disabilities Act, it is the policy of the City of Anna to offer its public programs, services, and meetings in a manner that is readily accessible to everyone, including individuals with disabilities. If you are a person with a disability and require information or materials in an appropriate alternative format, or if you require any other accommodation, please contact the ADA Coordinator at least 48 working hours in advance of the event by emailing adacompliance@annatexas.gov. Advance notification within this guideline will enable the City to make reasonable arrangements to ensure accessibility. Item No. 4.a. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Ronda Perez AGENDA ITEM: Recognition of Chief Eoff on his graduation from the FBI National Academy. SUMMARY: Chief Eoff recently graduated as part of the FBI National Academy in Quantico, Virginia. A valued member of the 298th session, he joins a group of distinguished law enforcement leaders from around the world that carry this accreditation. The 10-week program is internationally recognized for its advanced leadership, communication, and fitness training and is reserved for experienced law enforcement professionals who demonstrate exceptional service and leadership. We are proud of Chief Eoff's accomplishment and grateful for his continued commitment to professional excellence and serving our community. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: The FBI National Academy provides advanced training in leadership, criminal justice, behavioral science, forensic science, and fitness to select law enforcement professionals from across the United States and around the world. Graduation from the Academy reflects Chief Eoff's commitment to professional excellence, continuous learning, and the highest standards of public service. Chief Eoff's accomplishment brings distinction to both the Police Department and the City. The knowledge and leadership skills gained through this program will further strengthen the department's ability to serve and protect our community. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Safe. Anna is a community where neighbors feel safe due to the City's commitment to: • Staffing public safety operations to meet the needs of a growing community • Preparing for emergencies and ensuring excellent response times ATTACHMENTS: Item No. 4.b. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Ronda Perez AGENDA ITEM: Recognition of Director of Human Resources Stephanie Beitelschies for obtaining the Society for Human Resource Management Senior Certified Professional (SHRM-SCP) certification. SUMMARY: SHRM Senior Certified Professional (SHRM-SCP®) The SHRM-SCP is an advanced certification for human resources professionals that recognizes expertise in strategic leadership, organizational effectiveness, workforce planning, and human capital management. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Excellent. Anna is a high-performing City that implements best practices and pursues accreditation, demonstrating its commitment to: • Ethical and collaborative decision-making • Continuous improvement and achieving measurable outcomes • Ensuring a positive work environment for Council, staff, and neighbors ATTACHMENTS: 1. SHRM SCP Certification - June 2026 Stephanie Rene Beitelschies 24 June 2026 18 0 0 D u k e S t r e e t , A l e x a n d r i a , V A 2 2 3 1 4 U S A . 8 0 0 . 2 8 3 . S H R M ( 7 4 7 6 ) , o p t i o n 3 . + 1 . 7 0 3 . 5 4 8 . 3 4 4 0 , o p t i o n 3 . s h r m . o r g Item No. 4.c. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Jeff Freeth AGENDA ITEM: Proclamation recognizing the month of July as Parks and Recreation Month. SUMMARY: July is Parks and Recreation Month. 2026 highlights "The Power Of..." parks and recreation and the people who make it all possible. Parks and recreation brings us together, strengthens our health and well-being, and build more resilient, connected communities. We celebrate the many ways parks and recreation reveal the power of what connects us: • The Power of Connection: Parks and recreation are where relationships grow, cultures meet, and communities bond. • The Power of Play: From playgrounds to programs to youth sports, play fuels creativity, joy and lifelong learning. • The Power of Community: Public spaces offer room for everyone to gather, celebrate and heal. • The Power of Nature: Nature restores and inspires us, and parks ensure everyone can access its benefits. • The Power of Belonging: Welcoming parks and programs make every person feel valued. • The Power of Well-Being: Parks and recreation advance health, resilience, and shared community benefits. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: Through efforts by NRPA, the U.S. House of Representatives passed an official resolution for Park and Recreation Month in 2009 and introduced the resolution in 2017 and 2018. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Active. The City of Anna promotes an active community through: • A variety of social opportunities for neighbors and visitors • Diverse recreational venues • Well-maintained trails and natural areas • Opportunities for lifelong learning ATTACHMENTS: 1. Parks and Recreation Month Proclamation City of Anna, Texas WHEREAS, parks and recreation programs are an integral part of communities throughout this country, including the City of Anna, Texas; and WHEREAS, our parks and recreation are vitally important to establishing and maintaining the quality of life in our communities, ensuring the health of all citizens, and contributing to the economic and environmental well-being of a community and region; and WHEREAS, parks and recreation programs build healthy, active communities that aid in the prevention of chronic disease, provide therapeutic recreation services for those who are mentally or physically disabled, and also improve the mental and emotional health of all citizens; WHEREAS, parks and recreation programs increase a community's economic prosperity through increased property values, expansion of the local tax base, increased tourism, the attraction and retention of businesses, and crime reduction; and WHEREAS, parks and recreation areas are fundamental to the environmental well-being of our community; and WHEREAS, parks and natural recreation areas improve water quality, protect groundwater, prevent flooding, improve the quality of the air we breathe, provide vegetative buffers to development, and produce habitat for wildlife; and WHEREAS, our parks and natural recreation areas ensure the ecological beauty of our community and provide a place for children and adults to connect with nature and recreate outdoors; and WHEREAS, the U.S. House of Representatives has designated July as Parks and Recreation Month; and NOW THEREFORE, BE IT RESOLVED that I, Pete Cain, Mayor of the City of Anna, do recognize the month of July 2026 as: “PARKS AND RECREATION MONTH” and encourage all citizens to recognize and support the efforts of our local parks and recreation professionals, and to enjoy the benefits our parks and recreation resources provide. In witness, whereof I have hereunto set my hand this 14th day of July 2026 and called this seal to be affixed. Pete Cain, Mayor Item No. 5.a. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Terri Doby AGENDA ITEM: Presentation and discussion of the utility rate model. (Director of Finance Terri Doby) SUMMARY: Newgen Strategies and Solutions will present the findings related to the FY 2027 Water and Sewer Rate study. Staff will be available to answer any questions about the presentation or rate-related items. FINANCIAL IMPACT: There is no direct cost implications related to the item at this time. BACKGROUND: The last time the city raised water/sewer rates was in October 2024. Finance and Public Works have been working with Newgen Strategies and Solutions to determine the new required rate for the city's water and sewer to meet current and future needs of the system. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Resilient. Anna's mobility and utility infrastructure consistently meets community needs by: • Focusing on resiliency and the City's ability to recover from upsets • Having a robust multi-modal transportation network • Dependably delivering utility services to the City's neighbors and businesses ATTACHMENTS: Item No. 6.a. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Carrie Land AGENDA ITEM: Approve City Council Meeting Minutes for June 19, 2026, June 20, 2026, and June 23, 2026. (City Secretary Carrie Land) SUMMARY: Approval of the June 19th and 20th Council Retreat and June 23rd Council Executive Session and Regular Meetings. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: STRATEGIC CONNECTIONS: This item has no strategic connection. ATTACHMENTS: 1. 06-19-2026 Annual Council Retreat Minutes 2. 06-20-2026 Annual Council Retreat Minutes 3. 06-23-2026 Executive Session Minutes 4. 06-23-2026 Regular Meeting Minutes Annual City Council Retreat Minutes Friday, June 19, 2026 @ 12:00 PM Homewood Suites by Hilton- Dallas The Colony 3750 Bargain Way The Colony, TX 75056 The City Council of the City of Anna met at an Annual Retreat on Friday, June 19, 2026, at 12:00 PM, at Homewood Suites by Hilton – 3750 Bargain Way, The Colony, TX to consider the following items. 1. Call to Order, Roll Call, and Establishment of Quorum. Mayor Cain called the meeting to order at 1:02 PM. Members Present: Mayor Pete Cain Mayor Pro Tem Elden Baker Deputy Mayor Pro Tem Kelly Herndon Council Member Kevin Toten Council Member Nathan Bryan Council Member Jessica Walden Council Member Manny Singh Members Absent: None Staff Present: City Manager Ronda Perez, Interim Assistant City Manager Stephanie Beitelschies 2. Invocation. Mayor Cain led the invocation. 3. Neighbor Comments. No comments were given. 4. Work Session. Strategist and retreat facilitator Patrick Ibarra led the work session with Council. 3. Adjourn. Mayor Cain adjourned the meeting at 5:00 PM. APPROVED this 14th day of July 2026. ____________________________________ Mayor Pete Cain ATTEST: _______________________________ City Secretary Carrie L. Land Annual City Council Retreat Minutes Saturday, June 20, 2026 @ 8:00 AM Homewood Suites by Hilton- Dallas The Colony 3750 Bargain Way The Colony, TX 75056 The City Council of the City of Anna met at an Annual Retreat on Saturday, June 20, 2026, at 8:00 AM, at Homewood Suites by Hilton – 3750 Bargain Way, The Colony, TX to consider the following items. 1. Call to Order, Roll Call, and Establishment of Quorum. Mayor Cain called the meeting to order at 8:13 AM. Members Present: Mayor Pete Cain Mayor Pro Tem Elden Baker Deputy Mayor Pro Tem Kelly Herndon Council Member Kevin Toten Council Member Nathan Bryan Council Member Jessica Walden Council Member Manny Singh Members Absent: None Staff Present: City Manager Ronda Perez, Interim Assistant City Manager Stephanie Beitelschies, Natasha Roach, Director of Economic Development, Joseph Cotton, Director of Public Works, Kaleb Kentner, Director of Development Services, and Carrie Land, City Secretary 2. Invocation. No invocation made. 3. Neighbor Comments. No comments were given. 4. Work Session. Council had a discussion on the City’s 2026-2027 Strategic Plan 3. Adjourn. Mayor Cain adjourned the meeting at 2:03 PM. APPROVED this 14th day of July 2026. ____________________________________ Mayor Pete Cain ATTEST: _______________________________ City Secretary Carrie L. Land City Council Executive Session Meeting Minutes Tuesday, June 23, 2026 @ 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 an Executive Session on Tuesday, June 23, 2026, 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 Elden Baker Deputy Mayor Pro Tem Kelly Herndon Council Member Kevin Toten Council Member Nathan Bryan Council Member Jessica Walden Council Member Manny Singh Members Absent: None 2. Executive Session (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 MOTION: Mayor Pro Tem Baker moved to enter Executive Session. Council Member Singh seconded. Motion carried 7 - 0. Mayor Cain recessed the meeting at 5:32 PM. Mayor Cain reconvened the meeting at 6:05 PM. 3. Consider/Discuss/Action on any items listed on any agenda - executive 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 6:05 PM. APPROVED this 14th day of July 2026. ____________________________________ Mayor Pete Cain ATTEST: _______________________________ City Secretary Carrie L. Land Regular City Council Meeting Minutes Tuesday, June 23, 2026 @ 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 Tuesday, June 23, 2026, 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 6:07 PM. Members Present: Mayor Pete Cain Mayor Pro Tem Elden Baker Deputy Mayor Pro Tem Kelly Herndon Council Member Kevin Toten Council Member Nathan Bryan Council Member Jessica Walden Council Member Manny Singh Members Absent: None 2. Invocation and Pledge of Allegiance. Mayor Pro Tem Baker led the Invocation and Pledge of Allegiance. 3. Neighbor Comments. Mr. Stephen Smith spoke on his petition for removal from the ETJ. Ms. Sheri Sachs spoke about street striping. Mr. Brad Nevil spoke about his request for disannexation. 4. Presentations. a. Commendation for "Pinkie". Mayor Cain read a Commendation honoring the life and legacy of Franklin Saunders, "Pinkie". b. Present Certificate of Appreciation to Officer Barrientos. Fire Chief Ray Isom presented a Certificate of Appreciation to Corporal Barrientos for his actions during a structure fire that saved a resident's life. Mayor Cain announced upcoming events in the city. 5. Work Session. a. Presentation to Council on Information Technology operations. Director of Information Technology Christopher Talbot presented an overview of Information Technology operations citywide. b. Discussion on an Urban Forest 2050 Master Plan. Council Member Singh presented on the possible creation of an Urban Forest 2050 Master Plan. 6. Consent Items. MOTION: Mayor Pro Tem Baker moved to approve Consent Items 6.a. - 6.d. Deputy Mayor Pro Tem Herndon seconded. Motion carried 7 - 0. a. Approve the City Council Meeting Minutes for June 9, 2026. (City Secretary Carrie Land) b. Review the Joint Community Development Corporation and Economic Development Corporation Board Meeting Minutes for May 7, 2026. (Director of Economic Development Natasha Roach) c. Review the Parks and Recreation Advisory Board Meeting Minutes for April 20, 2026. (Director of Community Services Jeff Freeth) d. Review Monthly Financial Report for the Month Ending May 31, 2026. (Director of Finance Terri Doby) 7. Items For Individual Consideration and Public Hearings. a. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance regarding disannexation of Top Fun Ranch / Nevil Stone. (Director of Development Services Kaleb Kentner) The applicant has requested to disannex a 12.472-acre tract ("Tract 1") and a 21.613-acre tract ("Tract 2") from the city's limits. City Council requested more time after hearing Mr. Nevil's petition at the April 14th meeting. Mr. Nevil stated that a former staff member said that the City would disannex his property; however, the City Manager or his/her staff at any level does not have the authority to promise a property owner that the City will disannex their property. The only authority to disannex property is the City Council after conducting a public hearing. Mayor Cain opened the public hearing at 7:03 PM. Mr. Nevil spoke about his process with the City and Collin County. Mayor Cain closed the public hearing at 7:30 PM. MOTION: Council Member Toten moved to approve. Deputy Mayor Pro Tem Herndon seconded. Motion carried 5 - 2. Mayor Pro Tem Baker and Council Member Singh abstained. AN ORDINANCE DISANNEXING THE HEREINAFTER DESCRIBED TERRITORY FROM THE CITY OF ANNA, COLLIN COUNTY, TEXAS, AND REVISING THE BOUNDARY LIMITS OF SAID MUNICIPALITY SO AS TO EXCLUDE SAID HEREINAFTER DESCRIBED PROPERTY FROM SAID MUNICIPAL CORPORATE LIMITS. b. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance regarding a request for a Specific Use Permit for an Auto Repair, Light on 1.2± acres on the west side of US Highway 75, 1,250± feet north of W. Rosamond Parkway. (SUP 26-0003)(Director of Development Services Kaleb Kentner) The applicant has requested a special use permit to build a brake repair/auto shop. The Planning & Zoning Commission recommended approval (5-0) at their June 1, 2026, meeting. Mayor Cain opened the public hearing at 7:32 PM. No public comments were made. Mayor Cain closed the public hearing at 7:35 PM. MOTION: Council Member Singh moved to approve. Council Member Toten seconded. Motion carried 6 - 1. Mayor Cain 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 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 generally located on the west side of US Highway 75, 1,250± feet north of W. Rosamond Parkway) c. Consider/Discuss/Action on a Resolution designating the Director of Public Works to act on behalf of the City, certifying that the City is eligible to receive program assistance for trail improvements at Carol Park, certifying that the City's matching share is readily available, and dedicating the proposed site for permanent public park and recreational uses. (Director of Public Works Joseph Cotton) Staff intends to apply for a Non-Urban Outdoor Program grant as part of the Local Park Grant Program (the Program), administered by the Texas Parks & Wildlife Department, for approximately 0.5 miles of trail improvements from Carol Park to Taylor Blvd, including pedestrian crossing improvements at Taylor Blvd. As part of the application process, a resolution is needed to do the following. • Designate an official responsible for, acting for, and on behalf of the City in dealing with the Texas Parks & Wildlife Department for the purpose of participating in the Program. • Certify that the City is eligible to receive program assistance. • Certify that the City's matching share is readily available. • Dedicate the proposed site for permanent public park and recreational uses. MOTION: Deputy Mayor Pro Tem Herndon moved to approve. Council Member Toten seconded. Motion carried 7 - 0. A RESOLUTION OF THE CITY OF ANNA, TEXAS, AS HEREINAFTER REFERRED TO AS “APPLICANT,” DESIGNATING CERTAIN OFFICIALS AS BEING RESPONSIBLE FOR, ACTING FOR, AND ON BEHALF OF THE APPLICANT IN DEALING WITH THE TEXAS PARKS & WILDLIFE DEPARTMENT, HEREINAFTER REFERRED TO AS THE “PROGRAM”, CERTIFYING THAT THE APPLICANT IS ELIGIBLE TO RECEIVE PROGRAM ASSISTANCE; CERTIFYING THAT THE APPLICANT MATCHING SHARE IS READILY AVAILABLE; AND DEDICATING THE PROPOSED SITE FOR PERMANENT (OR FOR THE TERM OF THE LEASE FOR LEASED PROPERTY) PUBLIC PARK AND RECREATIONAL USES. d. Conduct a Public Hearing and take testimony on the proposed levy of assessments on property located within Improvement Area #1 of the Liberty Hills Public Improvement District No. 2 pursuant to Chapter 372, Texas Local Government Code. (Director of Public Works Joseph Cotton) This item is the first step in the process of ultimately authorizing the financial advisors to sell bonds on the developer's behalf. Mayor Cain opened the public hearing at 7:43 PM. No public comments were made. Mayor Cain closed the public hearing at 7:44 PM. e. Consider/Discuss/Action on an Ordinance accepting and approving a Service and Assessment Plan (SAP) and Assessment Roll for Improvement Area #1 of the Liberty Hills Public Improvement District No. 2, making a finding of special benefit to such property; Levying special assessments against property within Improvement Area #1 of the District and establishing a Lien on such property; providing for the method of assessment and the payment of the assessments in accordance with Chapter 372, Texas Local Government Code. (Director of Public Works Joseph Cotton) The item is the next stage in the development and levying of PID bonds for Improvement Area #1 of Liberty Hills Public Improvement District No. 2. MOTION: Council Member Toten moved to approve. Mayor Pro Tem Baker seconded. Motion carried 7 - 0. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, ACCEPTING AND APPROVING A SERVICE AND ASSESSMENT PLAN AND ASSESSMENT ROLL FOR IMPROVEMENT AREA #1 OF THE LIBERTY HILLS PUBLIC IMPROVEMENT DISTRICT NO. 2; MAKING A FINDING OF SPECIAL BENEFIT TO THE PROPERTY IN THE DISTRICT; LEVYING SPECIAL ASSESSMENTS AGAINST PROPERTY WITHIN IMPROVEMENT AREA #1 OF THE DISTRICT AND ESTABLISHING A LIEN ON SUCH PROPERTY; PROVIDING FOR THE METHOD OF ASSESSMENT AND THE PAYMENT OF THE ASSESSMENTS IN ACCORDANCE WITH CHAPTER 372, TEXAS LOCAL GOVERNMENT CODE, AS AMENDED, PROVIDING PENALTIES AND INTEREST ON DELINQUENT ASSESSMENTS, PROVIDING FOR SEVERABILITY, AND PROVIDING AN EFFECTIVE DATE. f. Consider/Discuss/Action on an Ordinance authorizing the issuance of the "City of Anna, Texas, Special Assessment Revenue Bonds, Series 2026 (Liberty Hills Public Improvement District No. 2 Improvement Area #1 Project)" in a principal amount of up to $20,000,000; and approving various documents related to such Bonds. (Director of Public Works Joseph Cotton) This item is the final step in the issuance of PID bonds for Liberty Hill Public Improvement District No. 2, Improvement Area #1. MOTION: Deputy Mayor Pro Tem Herndon moved to approve. Council Member Toten seconded. Motion carried 7 - 0. AN ORDINANCE AUTHORIZING THE ISSUANCE OF “CITY OF ANNA, TEXAS, SPECIAL ASSESSMENT REVENUE BONDS, SERIES 2026 (LIBERTY HILLS PUBLIC IMPROVEMENT DISTRICT NO. 2 IMPROVEMENT AREA #1 PROJECT)” IN A PRINCIPAL AMOUNT NOT TO EXCEED $20,000,000 PAYABLE FROM SPECIAL ASSESSMENTS LEVIED UPON IMPROVEMENT AREA #1 OF SAID DISTRICT TO FUND PUBLIC IMPROVEMENTS IN SAID DISTRICT; APPROVING AND AUTHORIZING AN INDENTURE OF TRUST, A BOND PURCHASE AGREEMENT, A LIMITED OFFERING MEMORANDUM, A CONTINUING DISCLOSURE AGREEMENT, AND OTHER AGREEMENTS AND DOCUMENTS IN CONNECTION THEREWITH; MAKING FINDINGS WITH RESPECT TO THE ISSUANCE OF SUCH BONDS; AND PROVIDING AN EFFECTIVE DATE g. Acting as the Board of Directors for Tax Increment Reinvestment Zone Number Seven (Liberty Hills), City of Anna, Texas; Consider/Discuss/Action on a Resolution recommending approval of the final Reinvestment Zone Project Plan and Financing Plan to the City Council. (Director of Public Works Joseph Cotton) Liberty Hills Public Improvement District No. 2 Improvement Area #1 is located within the Tax Increment Reinvestment Zone Number 7. The levy of the bonds for LH PID No. 2 IA #2 requires action from the TIRZ No. 7 Board. MOTION: Deputy Mayor Pro Tem Herndon moved to approve. Council Member Walden seconded. Motion carried 7 - 0. A RESOLUTION OF THE BOARD OF DIRECTORS FOR TAX INCREMENT REINVESTMENT ZONE NUMBER SEVEN, CITY OF ANNA, TEXAS, RECOMMENDING APPROVAL OF THE FINAL REINVESTMENT ZONE PROJECT AND FINANCING PLAN TO THE CITY COUNCIL. h. Consider/Discuss/Action on an Ordinance of the City Council of the City of Anna, Texas, approving a final Tax Increment Reinvestment Zone Project and Finance Plan for Reinvestment Zone Number Seven (Liberty Hills), City of Anna, Texas; making certain findings; providing a severability clause; and providing for an immediate effective date. (Director of Public Works Joseph Cotton) Liberty Hills Public Improvement District No. 2 Improvement Area #1 is located within the Tax Increment Reinvestment Zone Number 7. The levy of the bonds for LH PID No. 2 IA #2 requires action from the TIRZ No. 7 Board. MOTION: Council Member Toten moved to approve. Mayor Pro Tem Baker seconded. Motion carried 7 - 0. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, APPROVING A FINAL TAX INCREMENT REINVESTMENT ZONE PROJECT AND FINANCE PLAN FOR REINVESTMENT ZONE NUMBER SEVEN, CITY OF ANNA, TEXAS; MAKING CERTAIN FINDINGS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING FOR AN IMMEDIATE EFFECTIVE DATE. Mayor Cain called for a 10-minute recess. Mayor Cain recessed the meeting at 7:54 PM. Mayor Cain reconvened the meeting at 8:07 PM. Mayor Cain called for a closed session at 8:08 PM. Mayor Cain reconvened the open session at 8:43 PM. i. Acting as the Anna Public Facility Corporation, Consider/Discuss/Action on the appointment of President of the Anna Public Facility Corporation; and, acting as the Anna Housing Finance Corporation, Consider/Discuss/Action on the appointment of President of the Anna Housing Finance Corporation. With Council Member Carver’s term ending, the position of President of the Public Facilities Corporation (PFC) and Housing Finance Corporation (HFC) is now vacant. Since both Boards are comprised of City Council members, the Council must formally appoint a new President to serve a three-year term (May 2026 – May 2029). MOTION: Council Member Singh moved to appoint Council Member Place 3, Jessica Walden, as HFC and PFC president to be effective on 6/23/26. This new appointment supersedes any and all previous appointments to this position. Mayor Pro Tem Baker seconded. Motion carried 4 - 3. Deputy Mayor Pro Tem Herndon opposed. Council Member Toten and Mayor Cain abstained. j. Consider/Discuss/Action on appointments to Boards and Commissions. MOTION: Council Member Walden moved to make a reappointment to Place 6, Manny Singh, on the EDC Board for an additional term that takes effect when the current term expires. Council Member Singh seconded. Motion carried 4 - 3. Council Member Toten opposed. Deputy Mayor Pro Tem Herndon and Mayor Cain abstained. MOTION: Council Member Singh moved to appoint Katherine Swafford to fill EDC Place 3, effective on 06/23/26, with this new appointment superseding any and all previous appointments. Council Member Walden seconded. Motion carried 6 - 1. Deputy Mayor Pro Tem Herndon abstained. MOTION: Council Member Singh moved to replace Scott Gentry's seat on the Parks and Recreation Advisory Board with Matt Walker, effective immediately on 06/23/26, with this appointment superseding any and all previous appointments. Mayor Pro Tem Baker seconded. Motion carried 7 - 0. k. Consider/Discuss/Action on Boards and Commissions liaisons. MOTION: Council Member Walden moved to remove Boards Liaisons to the Boards. Mayor Pro Tem Baker seconded. Motion carried 7 - 0. l. Consider/Discuss/Action on appointments to the 2026 Boards and Commissions Interview Committee. MOTION: Council Member Singh moved to appoint Mayor Pete Cain, Place 3 Jessica Walden, and Place 6 Manny Singh to the interview committee. Mayor Pro Tem Baker seconded. Motion carried 4 - 3. Council Member Toten and Deputy Mayor Pro Tem Herndon opposed. Council Member Bryan abstained. m. Consider/Discuss/Action on the appointment of Mayor Pro Tem and Deputy Mayor Pro Tem. MOTION: Council Member Singh moved to table the Mayor Pro Tem Selection. Council Member Walden seconded. Motion carried 5 - 2. Council Member Toten and Deputy Mayor Pro Tem Herndon opposed. MOTION: Council Member Toten moved to take no action; we already have a Deputy Mayor Pro Tem. Deputy Mayor Pro Tem Herndon seconded. Motion failed 2 - 5. Council Member Walden, Mayor Pro Tem Baker, and Council Member Singh opposed. Council Member Bryan and Mayor Cain abstained. MOTION: Council Member Singh moved to appoint Council Place 3, Jessica Walden, to Deputy Mayor Pro Tem, to be effective on 06/23/2026, with this new appointment superseding any and all previous appointments to this position. Mayor Pro Tem Baker seconded. Motion carried 4 - 3. Deputy Mayor Pro Tem Herndon opposed. Council Member Toten and Mayor Cain abstained. 8. Future Agenda Items. No future agenda items were requested. 9. Closed Session (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 10. Consider/Discuss/Action on any items listed on any agenda - executive 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. MOTION: Mayor Pro Tem Baker moved to appoint Mayor Cain, Council Member Walden, and Council Member Singh to serve as members of a Council Committee to investigate and report to Council on roadway financing. Council Member Walden seconded. Motion carried 7 - 0. 11. Adjourn. Mayor Cain adjourned the meeting at 9:01 PM. APPROVED this 14th day of July 2026. ____________________________________ Mayor Pete Cain ATTEST: _______________________________ City Secretary Carrie L. Land Item No. 6.b. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Natasha Roach AGENDA ITEM: Review the Joint Community Development Corporation and Economic Development Corporation Board Meeting Minutes for June 4, 2026. (Director of Economic Development Natasha Roach) SUMMARY: The item is for Council to review meeting minutes from the June 4, 2026, CDC/EDC Joint Board Meeting. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: The CDC/EDC Board met on June 4, 2026, for their monthly Joint Board Meeting. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Excellent. Anna is a high-performing City that implements best practices and pursues accreditation, demonstrating its commitment to: • Ethical and collaborative decision-making • Continuous improvement and achieving measurable outcomes • Ensuring a positive work environment for Council, staff, and neighbors ATTACHMENTS: 1. June 4_2026 CDC EDC Joint Meeting Minutes (Signed) Item No. 6.c. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Carrie Land AGENDA ITEM: Approve an Ordinance repealing Ordinance No. 441-2009 and adopting an updated Records Management Program and Policy in compliance with state law and the city charter. (City Secretary Carrie Land) SUMMARY: Updating the Records Management Ordinance to better align with evolving Texas law and the changing needs of the City administration. It does not reflect any major shifts in Council's exercise of discretionary authority. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: The City's current Records Management Ordinance (“RMO”) framework was adopted in 2009. At that time, many City records were still maintained in paper format, and the long-term project of digitizing those materials had substantial work remaining. After 6+ Legislative sessions and the City's evolution into a "paper-light" records environment, it is timely to update the RMO to better conform to current law and streamline outdated content. The draft supplied in consultation with the City Attorney’s Office maintains all essential characteristics of the City’s existing RMO, and other than adding or clarifying details to existing provisions, the changes of note are limited to: (1) shifting some ordinance-assigned duties from RMO content to the companion Records Management Policy; (2) eliminating outdated provisions relating to the now-obsolete “micrographics program” (for converting paper docs to microfilm) and the fiscal impacts of cost/space savings which are no longer being realized; and (3) allowing updates to the Records Control Schedule (“RCS”) developed in association with the RMO to be amended without City Council approval prior to implementation, but requiring ratification of such changes occur by Council vote at least once every 5 years. The Council has authority to require advance approval of RCS updates “as it considers necessary” under Texas law, but the City staff believes individualized review of amendments to the established RCS in 2026 and after are unlikely to be of interest to the City Council and are unnecessary. In addition, delays involved with pre-implementation approvals can lead to periods of mismatch between Texas law and the implemented RCS which could otherwise be avoided. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Excellent. Anna is a high-performing City that implements best practices and pursues accreditation, demonstrating its commitment to: • Ethical and collaborative decision-making • Continuous improvement and achieving measurable outcomes • Ensuring a positive work environment for Council, staff, and neighbors ATTACHMENTS: 1. Ord - Updated Records Management Program Final v2 2. Records Management Policy and Guide CITY OF ANNA, TEXAS Title 6, Subtitle C, Local Government Code (Local Government Records Act) provides that a municipality must establish by Ordinance an active and continuing Records Management Program to be administered by a Records Management Officer, and the City of Anna, Texas (“City”) has done so previously under ordinances, including Ord. 441-2009; and the City desires to update its ordinances adopted for that purpose and to prescribe revised policies and procedures consistent with the Local Government Records Act and in the interests of cost-effective and efficient recordkeeping; and the City Council of the City of Anna, Texas directs the Records Management Officer appointed under this ordinance to incorporate into the Records Management Plan the Texas State Library and Archives Commission schedule, including all applicable Retention Periods when published and effective, and to continue to revise the Records Management Policy in the future to remain consistent with such schedules and other applicable State law as amended; and All documents, papers, letters, books, maps, photographs, sound or video recordings, microfilm, magnetic tape, electronic media, or other information recording media, regardless of physical form or characteristic and regardless of whether public access to it is open or restricted under the laws of the state, created or received by the City of Anna, Texas or any of its officers or employees pursuant to law or in the transaction of public business are hereby declared to be the records of the City of Anna, Texas and shall be created, maintained, and disposed of in accordance with the provisions of this ordinance or procedures authorized by it and in no other manner. Municipal records include all information that is written, produced, collected, assembled, or maintained by any City employees or officials under a law or ordinance or in connection with the transaction of official business. Municipal records include all information connected with official business where public funds were involved in their creation or maintenance, such as compensation for work performed or to acquire or maintain records-handling devices. Information is in connection with the transaction of official business if the information is created by, transmitted to, received by, or maintained by an officer or employee of the governmental body in their official capacity, or if a person or entity is performing official business or a governmental function on behalf of the City. If any City officer or employee sends or receives information relating to official business through private accounts or services (e.g., social media platforms or personal phone text messaging), those communications must be considered to be Municipal Records for the appropriate retention period until suitable copies are preserved in City files. SECTION 2. ADDITIONAL DEFINITIONS. Records Management Plan developed and approved under Section 6 of this ordinance, in combination with all other mandatory State law provisions governing municipal records management. (10) "Retention Period" means the minimum time that must pass after the creation, recording, or receipt of a record, or the fulfillment of certain actions associated with a record, before it is eligible for destruction. (11) “Temporary Custodian” means an individual officer or employee who has custody of one or more Municipal Records that have not been provided to the City Secretary for archiving or copied into City filing systems (e.g., routed through City email servers). SECTION 3. MUNICIPAL RECORDS DECLARED PUBLIC PROPERTY. All Municipal Records as defined in Sec. 1 of this ordinance are hereby declared to be the property of the City of Anna, Texas. No municipal official or employee has, by virtue of his or her position, any personal or property right to such records, even though he or she may have developed or compiled them. The unauthorized destruction, removal from files, or use of such records is prohibited. SECTION 4. POLICY. It is hereby declared to be the policy of the City of Anna, Texas to provide for efficient, economical, and effective controls over the creation, distribution, organization, maintenance, use, and disposition of all Municipal Records through a comprehensive system of integrated procedures for the management of records from their creation to their ultimate disposition, consistent with the requirements of the Texas Local Government Records Act and accepted Records Management practice. SECTION 5. DESIGNATION OF RECORDS MANAGEMENT OFFICER. The City Secretary and the successive holders of said office shall serve as Records Management Officer for the City of Anna, Texas. As provided by state law, each successive holder of the office shall file his or her name with the director and librarian of the Texas State Library within thirty days of the initial designation or of taking up the office, as applicable. SECTION 6. RECORDS MANAGEMENT POLICY; APPROVAL OF POLICY; AUTHORITY OF POLICY. (1) The Records Management Officer is responsible for the development of a Records Management Policy for the City of Anna, Texas, for review and approval by the City Council, which may be adopted through ordinances, orders, policy documents, or any combination of those mechanisms as may be determined desirable. This policy must contain methods and procedures designed to: (a) Establish, promote, and support an active and continuing program for the efficient and economical management of all City records; (b) Allow the Records Management Officer to cause policies and procedures to be developed for the administration of the program; (c) Facilitate the creation and maintenance of City records containing adequate and proper documentation of the organization, functions, policies, decisions, procedures, and essential transactions of the City and designed to furnish the information necessary to protect the legal and financial rights of the City, the State of Texas, and persons affected by the activities of the City; (d) Facilitate the identification and preservation of City records that are of permanent value; (e) Facilitate the identification and protection of essential City records; and (f) Cooperate with state agencies in their conduct of statewide records management surveys. The policy shall include methods and procedures for the Records Management Officer to fulfill the responsibilities set out in Sections 203.022 and 203.023 of the Texas Local Government Code (as amended). (2) Once approved by the City Council, the Records Management Policy shall be binding on all offices, departments, divisions, programs, commissions, bureaus, boards, committees, or similar entities of the City of Anna, Texas, and records shall be created, maintained, stored, microfilmed, or disposed of in accordance with the plan. Until the revised Records Management Policy called for under this ordinance is developed by the Records Management Officer and approved by the City Council, the City shall follow its current records management practices, with procedures and practices being modified as necessary to comply with State law. (3) State law relating to the duties, other responsibilities, or recordkeeping requirements of a Department Head do not exempt the Department Head or the records in the Department Head's care from the application of this ordinance and the Records Management Policy adopted under it and may not be used by the Department Head as a basis for refusal to participate in the Records Management Program of the City of Anna, Texas. SECTION 7. DUTIES OF RECORDS MANAGEMENT OFFICER. In addition to other duties assigned in this ordinance, the Records Management Officer shall: (1) Assist in establishing and developing policies and procedures for the Records Management Program in coordination with the City Council; (2) Administer the Records Management Program and provide assistance to Department Heads in its implementation for the purposes of reducing the costs and improving the efficiency of recordkeeping; (3) In cooperation with Department Heads, prepare the records control schedules and amended schedules required by Texas law, and the list of obsolete records, and plan, formulate, and prescribe records disposition policies, systems, standards, and procedures; (4) In cooperation with Department Heads, identify and take adequate steps to develop procedures to ensure the preservation of City records that are of permanent value, including those of historical significance; (5) In cooperation with Department Heads, identify and take adequate steps to develop procedures to ensure the protection of essential City records; (6) In cooperation with Department Heads, ensure that the maintenance, preservation, microfilming, destruction, or other disposition of records is carried out in accordance with the City’s Records Management Program and Texas law, including monitoring records retention schedules and administrative rules issued by the Texas State Library and Archives Commission to determine if the Records Management Program and the City’s records control schedules are in compliance with state regulations; (7) Disseminate to the City Council and Department Heads information concerning the state laws, administrative rules, and the policies of the City relating to its records; (8) In cooperation with the Department Heads, establish procedures to ensure that the handling of records in any context of the Records Management Program by the Records Management Officer or those acting under that officer’s authority is carried out with due regard for the duties and responsibilities of custodians imposed by law and the confidentiality of information in records to which access is restricted by law; SECTION 8. DUTIES AND RESPONSIBILITIES OF DEPARTMENT HEADS. All City Department Heads are designees of the City Secretary, who is the Records Custodian for the City of Anna, for purposes of implementing the Records Management Policy within their chain of command. In addition to other duties assigned in this ordinance, Department Heads shall: (1) cooperate with the Records Management Officer in carrying out the policies and procedures established in the City of Anna, Texas, for the efficient and economical management of records and in carrying out the requirements of this ordinance; (2) adequately document the transaction of government business and the services, programs, and duties for which the Department Head and his or her staff are responsible; and (3) maintain the records in his or her care and carry out their preservation, microfilming, destruction, or other disposition only in accordance with the policies and procedures of the Records Management Program of the City of Anna, Texas, and the requirements of this ordinance. SECTION 9. DESIGNATION OF RECORDS LIAISON OFFICERS. Each Department Head shall designate a member of his or her staff to serve as Records Liaison Officer for the implementation of the Records Management Program in the department. If the Records Management Officer determines that, in the best interests of the Records Management Program, more than one Records Liaison Officer should be designated for a department, the Department Head shall designate the number of Records Liaison Officers specified by the Records Management Officer. Persons designated as Records Liaison Officers shall be thoroughly familiar with all the records created and maintained by the department. In the event of the resignation, retirement, dismissal, or removal by action of the Department Head of a person designated as a Records Liaison Officer, the Department Head shall promptly designate another person to fill the vacancy. A Department Head may serve as Records Liaison Officer for his or her department. SECTION 10. DUTIES AND RESPONSIBILITIES OF RECORDS LIAISON OFFICERS. In addition to other duties assigned in this ordinance, Records Liaison Officers shall: (1) conduct or supervise the conduct of inventories of the records of the department in further development of Records Control Schedules; (2) in cooperation with the Records Management Officer, coordinate and implement the policies and procedures of the Records Management Program in their departments; and (3) disseminate information to department staff concerning the Records Management Program. SECTION 11. RECORDS CONTROL SCHEDULES TO BE DEVELOPED, APPROVED, AND FILED WITH THE STATE. (1) The Records Management Officer, in cooperation with Department Heads and Records Liaison Officers, shall prepare Records Control Schedules, on a department-by-department basis, listing all categories of records created or received by the department and the Retention Period for each category. Records Control Schedules shall also contain such other information regarding the disposition of Municipal Records as the Records Management Plan may require. (2) Each Records Control Schedule shall be monitored and amended as needed by the Records Management Officer on a regular basis to ensure that it is in compliance with records retention schedules issued by the state and that it continues to reflect the recordkeeping procedures and needs of the department and the Records Management Program of the City of Anna, Texas. (3) Before its adoption, a Records Control Schedule or amended schedule for a department must be approved by the Department Head and the Records Management Officer. (4) After its adoption, the Records Management Officer shall file with the director and librarian the written certification of compliance, or other filing required by state law, for the Records Control Schedule. If any filing is not accepted for filing, it shall be amended to make it acceptable for filing. The Records Management Officer shall make all filings with the director and librarian as required by Texas law. SECTION 12. IMPLEMENTATION OF RECORDS CONTROL SCHEDULES; DESTRUCTION OF RECORDS UNDER SCHEDULE. (1) A Records Control Schedule for a department that has been approved and adopted under Section 11 shall be implemented by Department Heads and Records Liaison Officers according to the policies and procedures of the Records Management Plan. (2) A record whose Retention Period has expired on a Records Control Schedule may be destroyed only after the Records Management Officer confirms that the record is eligible for destruction under Texas law; provided, however, that a record shall not be destroyed if a public information request is pending for the record, the subject matter of the record is pertinent to pending or reasonably anticipated litigation, audit, investigation, or other legal hold or legal requirement, or the Department Head requests in writing to the Records Management Officer that the record be retained for an additional period. (3) Prior to the destruction of a record under an approved Records Control Schedule, authorization for the destruction must be obtained from the Records Management Officer. SECTION 13. DESTRUCTION OF UNSCHEDULED RECORDS. A record that has not yet been listed on an approved Records Control Schedule may be destroyed if its destruction has been approved in the same manner as a record destroyed under an approved schedule, and, if required by Texas law, the Records Management Officer has submitted any required notice or request for authorization to, and received any required authorization from, the director and librarian. SECTION 14. RECORDS STORAGE. A records storage, developed pursuant to the Records Management Policy required by Section 6, shall be under the direct control and supervision of the Records Management Officer. Policies and procedures governing the operations and use of the records center shall be set forth in the Records Management Policy developed under Section 6. SECTION 15. SCANNING. Unless an electronic program in a department is specifically exempted by order of the City Council, all record scanning will be centralized and under the direct supervision of the Records Management Officer. The Records Management Policy will establish policies and procedures for scanning Municipal Records, including policies that ensure all scanning is done in accordance with standards and procedures for the scanning of local government records established in rules of the Texas State Library and Archives Commission. The policy will also establish criteria for determining the eligibility of records for scanning, and protocols to ensure that a scanning program exempted from centralized operations is nevertheless subject to periodic review by the Records Management Officer regarding cost-effectiveness, administrative efficiency, and compliance with commission rules. All ordinances of the City in conflict with the provisions of this ordinance are repealed to the extent of that conflict, including, without limitation, Ordinance No. 441-2009. If any provision of this ordinance shall be held to be invalid or unconstitutional, the remainder of such ordinance shall continue in full force and effect the same as if such invalid or unconstitutional provision had never been a part hereof. The City declares that it would have passed this ordinance, and each section, subsection, clause, or phrase thereof, irrespective of the fact that any one or more section, subsection, sentence, clause, and phrase be declared unconstitutional or invalid. This ordinance shall be in full force and effect from and after and upon the posting and/or publication, if required by law, of its caption, and the City Secretary is hereby directed to implement such posting and/or publication. The City Secretary shall also ensure that a copy of this ordinance, and all related revised orders relating to the establishment or operation of the City’s records management program, is filed on behalf of the City with the state director and librarian within 30 days following its adoption. by the City Council of the City of Anna, Texas, on this the 14th day of July 2026: _________________________ _________________________ City Secretary, Carrie Land Mayor, Pete Cain Records Management Policy and Guide Approved by Ordinance No. _____________ on ____________. 2 | P a g e Introduction Purpose and Scope The purpose of a Records Management Program is to provide effective controls over the creation, distribution, use, retention, storage, retrieval, digitization, protection, and final disposition of records essential to the administration of the City of Anna. Pursuant to Ordinance No.________ (Appendix A), the program was created to: 1. Provide for the proper and efficient management of the public records of the City of Anna from creation to disposition. 2. Promote efficient administrative practices; minimize overhead expense; reduce the need for office space, filing equipment, file maintenance, and personnel; improve responsiveness to information retrieval requests. 3. Offer consulting services to departments as they seek solutions to the problems involved in filing, storage, scanning, microfilm conversion, and retrieval of the records. Departments are advised to consult the City Secretary’s Office for all issues related to their records. Cooperation between departments and the Records Management Officer is necessary for the success of the Records Management Program. Records Management is a service area established to relieve user departments of the obligations and problems involved in managing records. The City Secretary’s office is always available to assist departments with their records management needs. 3 | P a g e Goals Purpose To establish and maintain a City-wide Records Management Program that will create a more orderly approach to managing the volume of municipal records. The City of Anna is committed to transitioning to electronic record storage to enhance accessibility and alleviate physical storage space constraints. The Texas Administrative Code has set standards and procedures for the Management of electronic records. 1. To release space and reduce the need for storage and filing equipment. Reduce the volume of inactive records held in City offices. Develop and maintain a cost-justified electronic storage program. Develop and maintain City procedures for electronic and digital records. Provide records management consultation to all City departments. Establish and maintain storage of vital and historical records. Make recommendations concerning filing methods and the selection of storage and standard filing equipment. 2. To develop and maintain an efficient retrieval operation for City records. Advise and assist departments in establishing standard filing procedures and in organizing files in Laserfiche. Maintain records management control files that allow accessibility to records stored in the file storage room. 3. To provide for the routine disposition of paperwork. Establish retention schedules for each record series generated by each department, using the approved state schedules. Audit the retention schedules periodically to determine whether revision is needed. Contact Departments annually to encourage a continuous flow of records from paper to electronic storage for easy access. Routine disposal of records that have reached retention and that have been approved by the department director and Records Management Officer. 4 | P a g e 4. To maintain total security over the City’s records. Assist with the inventory of City records and set up suggested disposition schedules. Design and implement procedures and establish controls to enhance the safety of City records. Electronically store certain designated record types before destruction of the hard copy. Maintain a records destruction log listing records from departments that were destroyed after their retention period expired and received proper destruction approval. Establish and maintain a policy for accessibility to confidential records. Identify and protect vital records. 5. To communicate the need for an effective Records Management Program. Expand the scope of records management to encompass all departments. Keep open lines of communication with all departments. 5 | P a g e Records Management Officer The City Secretary and the successive holders of said office shall serve as Records Management Officer for the City. As provided by state law, each successive holder of the office shall file his or her name with the Commission within thirty (30) days of the initial designation or of taking up the office, as applicable. Roles and Responsibilities of the Records Management Officer 1. Develop and circulate rules, regulations, and policies as may be necessary and proper to implement and maintain the City’s Records Management Program. 2. Establish and maintain storage to preserve vital and historical records. 3. Develop retention and disposition schedules based on state and federal retention periods for all City records. 4. Consult and assist departments in all areas of records management, records maintenance, transfer, storage, retrieval, and disposition. 5. Centralize implementation and management of the Laserfiche program for all departments. 6. Develop and implement a Vital Records Program to ensure the safety of essential records in the event of a disaster. 7. Develop informational material and conduct workshops to inform departments of the various facets of records management. 8. Assist with the creation and maintenance of all records/logs required by law pertaining to the Records Management Program. 9. Develop a Disaster Recovery Plan detailing the procedures to be followed by City employees when recovering records after a disaster. 6 | P a g e Records Liaisons Record liaisons are the vital link between their department and records management. They are responsible for records management activities within their respective departments, helping identify and implement specific programs under the guidance of the Records Management Officer. Roles and Responsibilities of the Records Liaisons 1. Review departmental records at least annually to purge and transfer records to Laserfiche. 2. Review records periodically to ensure they are properly protected and that vital and historical records are classified and transferred to storage. 3. Notify the Records Management Officer when new categories of records are created, when changes are required to the records retention schedules, and when records become obsolete. 4. Act as liaison between their department and the Records Management Officer to resolve any problems that may arise relating to the Records Management Program. 5. Notify their department in case of legal litigation to ensure the safekeeping of all records pertaining to the suit. 6. Acquire knowledge of their department’s electronic storage applications to communicate desired changes of additional needs and notify the Records Management Officer of any electronic storage other than Laserfiche that is used in the processing of original records. 7. Work with the Records Management Officer in developing and implementing new records management programs. 7 | P a g e Records I. Types of Records Anything created or received in the course of city business is a record, which falls under one of these three types: Master Records One copy of every record created or received through city business processes is retained in accordance with the Texas Local Government Retention Schedules. Master Records require an authorized request before destruction. Convenience copies Copies of master records that are created for convenience, reference, or research. Convenience copies are retained until they are no longer needed, but not longer than the master record. Convenience copies do not require a request to dispose of records. Transitory information Records of temporary usefulness that are kept until they have served their purpose and do not require a request to dispose of records. Transitory information does not document, support, or arise from city business processes. They can be records that are transferred to a master record, e.g., notes transferred to an email or typed and attached to the master record. II. Retention Schedules The City has adopted the State’s Retention Schedules. Before records can be stored, scanned, or destroyed, an inventory of all departmental records must be taken. From this inventory, the records are compared with the State’s Retention Schedules, which designate the retention period for a particular record. All records must be retained for the minimum period stipulated by law. If a department decides to keep records beyond the retention schedule, it must submit the request to the Records Management Officer. The Records Management Officer will maintain the most up-to-date retention schedules. III. On-site Records Storage The City of Anna has an on-site records storage room for storing master copies of vital and historical records. 8 | P a g e The Records Management Officer must approve the submission of items for storage in the On-site records room. IV. Litigation Support In the event a department is implicated in a court action, any records that may be involved must be retained and safeguarded by the Records Liaison or Department Head from destruction or tampering, regardless of the retention period. V. Records Disposition In accordance with state guidelines outlined in the Local Government Records Act governing municipal record destruction, the following procedures should be followed when purging files or destroying records of any kind. Purging files Departments may purge their files of “non-records” without consulting the Records Management Officer. Files are considered “non-records” when they are not the original or official copies of a document and do not furnish information on the organization, function, policy, procedure, operation, or other activities, and are retained in addition to the official copy. Some examples are: • duplicate copies of memos, letters, and obsolete blank forms; • surplus copies of publications, circulars, or bulletins; • notes used as reminders; • phone messages; • convenience files (working papers); Copies of records that are classified as “timely” (i.e., City or departmental policies and procedures) may be disposed of when superseded by a newer version or voided because they have outlived their usefulness, unless they have historical value. If you have questions concerning how your records fit into these categories, contact the Records Management Officer for assistance. Destruction of records Before destroying office records: Check whether records fall into one of the above categories and purge those documents from the files. Check remaining documents for retention periods. If you do not know a document’s retention number, refer to the retention schedules or contact the Records Management Officer for assistance. 9 | P a g e When the retention period expires, making records eligible for destruction, the appropriate department liaison will list all record series on a destruction form (Appendix B). If the department director concurs, they will sign the destruction form and submit it to the Records Management Officer for processing. The Records Management Officer will review the destruction form to determine the records' eligibility for destruction. Once the records are approved for destruction, the department may dispose of them. Do not destroy records until you have received a signed form. If the department director does not concur, they will notify the records liaison of the changes and return the destruction form unsigned. After changes have been made, a new form will be sent for approval. The department director will then sign the corrected form and send it to the Records Management Officer to complete the approval process and the destruction of records. The Records Management Officer determines the City’s manner of destruction. The current approved method is shredding by a contracted company. Before records can be placed in the on-site shred bins, the above procedures must be followed. Converting Paper to Digital Records The goal of the Records Management Officer is to produce a quality product efficiently and promptly. Laserfiche has been chosen as the primary repository for electronic files of official city documents. (except department-specific software) Any and all documents approved by the City Council and/or signed by the City Manager should be sent to the City Secretary’s office for scanning and storage in Laserfiche. All city agreements will be stored in Laserfiche in the City Secretary’s folder and will become the Master Record. It is the department liaison’s responsibility to ensure that records are properly stored in Laserfiche and comply with scanning guidelines. The City Secretary’s Office is available to assist in setting up file structures and training in the use of Laserfiche (Appendix C). Documents in this system are filed using metadata. Metadata are keywords attached to a document to facilitate search. Some helpful metadata include: • Date of Adoption • Ordinance/Resolution No. • Developer Name • Project/Development Name 10 | P a g e • Document nature, i.e., budget amendment, development agreement, interlocal agreement, etc. • Responsible department VI. Vital Records Program Definition Vital records are defined as those: • Irreplaceable records for which reproductions do not have the same value as the originals; • Records needed to recover money promptly; • Records needed to avoid delays in restoration of services; and • Records that give direct evidence of legal status, ownership, accounts receivable, and incurred obligations. City Vital records are those that the City must have to continue its regular day-to-day operations. These records may be saved on various media (paper, computer files, external servers, and hard drives) and be located in several departments. In the event of a disaster, vital records may be destroyed, thus delaying the full resumption of business by weeks or months while staff tries to reconstruct necessary data. Therefore, vital records must be identified and protected. Identification Identifying vital records is difficult because most departments maintain records that are vital to them but not necessarily to the City as a whole. Ask the following questions to determine if records are vital: • Will these records ensure the City collects the income due to it? • (Ex: accounts receivable records, contracts, fees) • Will these records protect the City against possible fraud or overpayment of claims against it? • (Ex: accounts payable records, contracts, pension benefit records) • Do these records provide adequate information about City assets? • (Ex: fixed assets inventories, real estate deeds, and/or maps) • Are these essential records (records that the City must have to keep operating) or important records (records that would enable the city to function more easily if it had them)? (Ex: general ledgers, journal entries) If any doubt remains, contact the Records Management Officer for a determination. 11 | P a g e Protection The most common form of “protection” is duplication of the original records. This can be done through paper copies or importing into Laserfiche. The method of duplication depends on the retention period of the record, or the length of time it is kept. Legal value must also be taken into account. Some documents do not have the same legal value as a signed original document. Storage Hand-in-hand with duplication is on-site storage. The City has on-site storage for vital and historical records; however, due to its size, storage is limited to Ordinances, Resolutions, Minutes, Deeds, Easements, and records for which the original must be retained for legal reasons. For information concerning storage, contact the Records Management Officer. Each department director is responsible for the duplication and protection of records vital to the City or to the department in their care. Guidelines | Appraising historical value Three types of documents need to be retained permanently for historical purposes and should be considered for electronic and/or physical storage. They are: (a) organizational, (b) procedural, and (c) reportorial. Examples of these documents are listed below. Organizational Documents • Executive orders (relating to the creation, organization, and reorganization of the City) (Ex. Ordinances, Resolutions, and Annexations) • Annual final budgets. • Interpretations, opinions, and memoranda of law (including legal opinions from the City Attorney). • Maps and aerial photographs. • Correspondence and memoranda delegating or defining powers of the City Council, Mayor, Boards and Commissions, Task Forces, and City employees. • Studies and special reports relating to organizational problems. • Original signed documents relating to legislation and opinions/directives of the City Council in the process of conducting City business. (Ex. Minutes, Resolutions, and Ordinances) 12 | P a g e Procedural Documents • Procedure manuals. • Written Directives and instructions governing the operations of the City (e.g., instructions concerning the use of city vehicles) • Rules and regulations. (Ex: personnel rules) • City newsletters and publications. • Staff studies or special reports relating to methods, techniques, and operations. Reportorial Documents • Annual reports. • Periodic progress reports if data is not included in an annual report. • Special reports of accomplishments, awards, recognition, etc. • Transcripts of hearings. • Minutes of meetings and conferences. Common sense and good judgment are key factors in determining whether or not to keep a record for historical purposes. To determine whether or not a document has historical value, contact the Records Management Officer. VII. Master Copy Designation The objective of master copy designation is to identify the “official” copy of a document whose retention meets state, federal, statutory, regulatory, and City requirements. This makes it possible to simplify the Records Management Program by focusing control on the record copy and discouraging retention of non-record copies. The master copy designation refers to the original document from the department that created it. Documents that are not normally placed in a file and are destroyed shortly after creation do not require a master copy designation. Responsibilities Departments are responsible for assuring that a master copy designation is placed on applicable documents generated within their area. The originator of a document is responsible for ensuring that the official record copy has been identified and designated as “Original” or “Master Copy”. The department of the designated master copy holder is responsible for retaining the document and notifying the Records Management Officer when it is to be destroyed. 13 | P a g e Appendix A 14 | P a g e Appendix B 15 | P a g e Appendix C Item No. 6.d. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Kevin Bates AGENDA ITEM: Approve a Resolution of the City Council of the City of Anna, Texas, finding that a public necessity exists for acquisition of a permanent water easement along State Highway 5 authorizing the City Manager, staff, contractors, and the city’s attorneys to acquire said easements by any lawful means, including but not limited to negotiations, and, if necessary, proceedings in eminent domain; providing an effective date. (City Engineer Kevin Bates, P.E.) SUMMARY: The City has a Capital Improvement Project to re-locate and expand water and sanitary sewer utilities in the SH5 phase 2 corridor. TxDOT is seeking to widen SH5 to a 4-lane divided roadway, which requires this work to be completed in the very near future. The design plans for the utilities are 90% complete, the City will start acquiring the required easements for the project after council's approval. It is important to note that TxDOT requires the City to relocate our water mains and sewer mains outside of their new right-of-way, which is the reason the City must acquire the easements where the new utilities will be located. TxDOT cannot construct SH5 until the City has relocated all of our utilities. Staff and our property acquisition team will send a final offer to the property owners to acquire the easement. However, we want to make sure that the City Council has granted staff all options available, including condemnation. If approved, this item will authorize the City to negotiate with the landowner's agent for the purchase of the necessary water easement based on the appraised value of the property and in accordance with state law. FINANCIAL IMPACT: To be determined, based upon a final appraisal. Funds will come from the Wastewater Impact Fee Fund and be reimbursed by TxDOT up to 97 percent of the cost. BACKGROUND: The City Council by this Resolution directs the City Manager, her 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 PWSEs appraised by a certified appraiser, to send the landowner(s) a copy of the appraisal 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 necessary land for a fair price consistent with the appraisal(s), when appropriate, and to convey the City’s desire to acquire the necessary property interests 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 interests described in Section 2. 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 water and sewer utility. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Resilient. Anna's mobility and utility infrastructure consistently meets community needs by: • Focusing on resiliency and the City's ability to recover from upsets • Having a robust multi-modal transportation network • Dependably delivering utility services to the City's neighbors and businesses ATTACHMENTS: 1. Res for Public Necessity PWSE only - SH 5 Phase 2 2. SH 5 Phase 2 - Pub Nec Res - Exhibits CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 1 of 4 CITY OF ANNA, TEXAS , the City of Anna plans to construct and/or install public rights-of-way, water lines, sanitary sewer lines and associated appurtenances to meet the public need to provide public highways, water service, and 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 certain water and sanitary sewer utility easements not now held by the City of Anna to provide for such public 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 water and sewer utility easements on multiple parcels in varying size, totaling approximately 0.55 acres (“PWSE” interests) providing the City rights to occupy and construct public projects on and under the property (all recited acreages ‘more or less’ and subject to refinement in final project designs), said tracts generally depicted in Exhibit F and more particularly described in Section 2 of this resolution, for the purposes of constructing, laying, maintaining, repairing and/ or replacing of roadway improvements, water infrastructure, and 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. CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 2 of 4 1.02 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. 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 A necessary water and sewer utility easement to be acquired will provide exclusive rights on and under a portion of a tract of real property, said PWSE totaling approximately 0.172 acres of real property, currently held by Bata Family Limited Partnership, and/ or others. The general alignment and description of the PWSE on this parcel is shown in Exhibit A (additive and adjacent to existing right-of- way), attached to this resolution and incorporated herein by reference as if fully set forth for all purposes. The precise easement to be acquired may differ from what is shown in said alignment and description, but Exhibit A approximates the general route and general area of the easement to be acquired. 2.02 A necessary water and sewer utility easement to be acquired will provide exclusive rights on and under a portion of a tract of real property, said PWSE totaling approximately 0.122 acres of real property, currently held by Edith Dinklang, and/ or others. The general alignment and description of the PWSE on this parcel is shown in Exhibit B, attached to this resolution and incorporated herein by reference as if fully set forth for all purposes. The precise easement to be acquired may differ from what is shown in said alignment and description, but Exhibit B approximates the general route and general area of the easement to be acquired. 2.03 A necessary water and sewer utility easement to be acquired will provide exclusive rights on and under a portion of a tract of real property, said PWSE totaling approximately 0.107 acres of real property, currently held by Orlando Rodriguez, and/ or others. The general alignment and description of the PWSE on this parcel is shown in Exhibit C, attached to this resolution and incorporated herein by reference as if fully set forth for all purposes. The precise easement to be acquired may differ from what is shown in said alignment and description, but Exhibit C approximates the general route and general area of the easement to be acquired. 2.04 A necessary water and sewer utility easement to be acquired will provide exclusive rights on and under a portion of a tract of real property, said PWSE totaling approximately 0.042 acres of real property, currently held by Zion Cornerstone LLC, and/ or others (although the same size, another easement of similar scale is sought on an adjacent lot under common ownership as Sec. 2.03 above). The general alignment and description of the PWSE on this parcel is shown in Exhibit D, attached to this resolution and incorporated herein by reference as if fully set CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 3 of 4 forth for all purposes. The precise easement to be acquired may differ from what is shown in said alignment and description, but Exhibit D approximates the general route and general area of the easement to be acquired. 2.05 A necessary water and sewer utility easement to be acquired will provide exclusive rights on and under a portion of a tract of real property, said PWSE totaling approximately 0.042 acres of real property, currently held by Zion Cornerstone LLC, and/ or others. The general alignment and description of the PWSE on this parcel is shown in Exhibit E, attached to this resolution and incorporated herein by reference as if fully set forth for all purposes. The precise easement to be acquired may differ from what is shown in said alignment and description, but Exhibit E approximates the general route and general area of the easement to be acquired. 2.06 A necessary water and sewer utility easement to be acquired will provide exclusive rights on and under a portion of a tract of real property, said PWSE totaling approximately 0.065 acres of real property, currently held by Zion Cornerstone LLC and/or others. The general alignment and description of the PWSE on this parcel is shown in Exhibit F, attached to this resolution and incorporated herein by reference as if fully set forth for all purposes. The precise easement to be acquired may differ from what is shown in said alignment and description, but Exhibit F approximates the general route and general area of the 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 PWSEs identified in Section 2, above, for the purpose of constructing, laying, maintaining, repairing, relocating, and/or replacing water and sewer utility 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 land interests 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 PWSEs appraised by a certified appraiser, to send the landowner(s) a copy of the appraisal 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 necessary land for a fair price consistent with the appraisal(s), when appropriate, and to convey the City’s desire to acquire the necessary property interests in an efficient manner, and, if CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 4 of 4 necessary, to institute proceedings in eminent domain and take all necessary actions in such proceedings to condemn and acquire the interests described in Section 2. 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 water and sewer utility easements as identified in Section 2 above. Section 4. Repeal of Conflicting Resolutions This Resolution shall be and is hereby declared to be cumulative of all other resolutions or ordinances of the City, and this Resolution shall not operate to repeal or affect any of such other resolutions or ordinances, except insofar as the provisions thereof might be inconsistent or in conflict with the provisions of this Resolution, in which event such conflicting provisions, if any, in such other resolution or ordinance are hereby repealed. Section 5. Severability Should any section, provision, or part of this Resolution be held unconstitutional, illegal, or invalid, or the application to any person or circumstance thereof ineffective or inapplicable, such unconstitutionality, illegality, invalidity, or ineffectiveness of such section, provision, or part shall in no way affect, impair, or invalidate the remaining portion or portions thereof; but as to such remaining portion or portions, the same shall be and remain in full force and effect and to this end the provisions of this Resolution are declared to be severable. Section 6. 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 14th day of July 2026. ATTESTED: APPROVED: ___________________________ ____________________________ Carrie L. Land, City Secretary Pete Cain, Mayor Hackberry Ln Rosamond PKWY CO 373 CO 371/376 Easement P5/P6/P7 Easement P8 Easement P11 Easement P9/P10 Easement P4 Item No. 6.e. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Kevin Bates AGENDA ITEM: Approve a Resolution authorizing the City Manager to execute an Agreement for Professional Engineering Services with Parkhill to design County Road 423. (City Engineer Kevin Bates, P.E.) SUMMARY: The City of Anna is currently designing and will construct a new Police Facility along the SH 5 corridor to meet the City's growing public safety needs. As development continues in this area, the existing section of County Road 423 does not provide the roadway capacity, drainage infrastructure, or operational characteristics necessary to safely accommodate the anticipated increase in traffic generated by the new facility. The proposed project will reconstruct approximately 0.36 miles of County Road 423, including roadway widening, drainage improvements, utility coordination, and related infrastructure enhancements. These improvements will provide safe and efficient access for police personnel, emergency response vehicles, visitors, and the surrounding community while improving overall traffic operations and roadway safety. FINANCIAL IMPACT: Funding for the County Road 423 project is available in the Roadway Impact Fees funds. The estimated cost of this professional services agreement is $194,457. BACKGROUND: The City of Anna is investing in the construction of a new Police Facility along the SH 5 corridor to meet the demands of its rapidly growing population and to enhance public safety services. The existing County Road 423 corridor was not designed to support the increased traffic volumes or operational needs associated with a critical public safety facility. Improvements to this corridor are necessary to ensure reliable access for emergency responders, City personnel, residents, and visitors. The proposed roadway reconstruction project will modernize approximately 0.36 miles of County Road 423 by improving roadway geometry, drainage systems, and supporting infrastructure. The project will enhance safety, reduce maintenance needs, improve traffic flow, and provide a dependable transportation connection between SH 5 and the new Police Facility. In addition, these improvements will support future development in the area and ensure the roadway meets current City engineering and design standards. Approval of this agreement will allow Parkhill to proceed with the engineering design, preparation of construction plans and specifications, utility coordination, bidding assistance, and construction administration services necessary to successfully deliver the project. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Resilient. Anna's mobility and utility infrastructure consistently meets community needs by: • Focusing on resiliency and the City's ability to recover from upsets • Having a robust multi-modal transportation network • Dependably delivering utility services to the City's neighbors and businesses ATTACHMENTS: 1. Resolution - Authorizing City Manager to Executute an Agreement for Professional Services with PARKHILL 2. 47895.26_Agreement_Anna_CR423_Signed (003) CITY OF ANNA, TEXAS , the County Road 423 project is listed as a capital improvement project in the City of Anna’s Roadway Master Plan; and , the project consists of the reconstruction of approximately 0.363 miles of County Road 423, including roadway reconstruction, drainage improvements, utility coordination, preparation of plans, specifications and estimates (PS&E), bidding assistance, and construction phase services; and , Parkhill, Inc. has submitted a proposal to provide professional engineering services for the design of the County Road 423 Reconstruction Project in accordance with the City's requirements and applicable local, state, and federal regulations. The recitals above are incorporated herein as if set forth in full for all purposes. The City Council of the City of Anna, Texas, authorizes the City Manager to execute an agreement for professional services with Parkhill, Smith & Cooper, Inc. in the amount of $194,457.00 for the design of CO 423. The funding for this project shall come from the Roadway Impact Fee fund Zone 1. by the City Council of the City of Anna, Texas on this 14th day of July 2026. __________________________ __________________________ City Secretary, Carrie Land Mayor, Pete Cain Exhibits (A) (following Page) Item No. 6.f. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Kevin Bates AGENDA ITEM: Approve a Resolution of the City of Anna, Texas determining the costs of certain Authorized Improvements to be financed by the Liberty Hills Public Improvement District No. 1 for Improvement Area #1 thereof; approving a Preliminary Service Plan and Assessment Plan, including proposed Assessment Roll for Improvement Area #1; calling a regular meeting and noticing a Public Hearing for August 11, 2026, to consider an Ordinance Levying Assessments on property located within Improvement Area #1 of said District; directing the filing of the proposed Assessment Roll 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. (City Engineer Kevin Bates, P.E.) SUMMARY: A resolution determining the costs of certain authorized improvements to be financed by the Liberty Hills Public Improvement District No. 1 for Improvement Area #1 thereof; approving a Preliminary Service Plan and Assessment Plan (PSAP), including proposed Assessment Roll for Improvement Area #1; calling a regular meeting and noticing a Public Hearing for August 11, 2026, to consider an Ordinance Levying Assessments on property located within Improvement Area #1 of said District; directing the filing of the proposed Assessment Roll 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: This item has no financial impact. BACKGROUND: This resolution is the first step in the Public Improvement District (PID) formation and ultimate issuance of bonds related to Liberty Hills Improvement Area #1. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Unique. Anna is designed to be unique as it transforms from a bedroom community to a thriving city, with: • Deliberate planning for the future • A vision for innovative development and positive growth • A variety of housing, jobs, and educational opportunities ATTACHMENTS: 1. Res Determining Costs (LH PID No. 1 IA#1) v5 - Draft 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 July 14, 2026, 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 Nathan Bryan, Council Member Elden Baker, Mayor Pro Tem Kelly Patterson-Herndon Council Member Jessica Walden, Deputy Mayor Pro Tem Manny Singh, Council Member Kevin Toten, Council Member Ronda Perez, City Manager Carrie L. 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 LIBERTY HILLS PUBLIC IMPROVEMENT DISTRICT NO. 1 FOR IMPROVEMENT AREA #1 THEREOF; APPROVING A PRELIMINARY SERVICE PLAN AND ASSESSMENT PLAN, INCLUDING THE PROPOSED ASSESSMENT ROLL FOR IMPROVEMENT AREA #1; CALLING A REGULAR MEETING AND NOTICING A PUBLIC HEARING FOR AUGUST 11, 2026 TO CONSIDER AN ORDINANCE LEVYING ASSESSMENTS ON PROPERTY LOCATED WITHIN IMPROVEMENT AREA #1 OF SAID DISTRICT; DIRECTING THE FILING OF THE PROPOSED ASSESSMENT ROLL 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: 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 JULY 14, 2026. ATTEST: ___________________________________ Pete Cain, Mayor ___________________________________ Carrie L. Land, City Secretary (SEAL) CITY OF ANNA, TEXAS RESOLUTION NO. 2026-07-____ A RESOLUTION OF THE CITY OF ANNA, TEXAS DETERMINING THE COSTS OF CERTAIN AUTHORIZED IMPROVEMENTS TO BE FINANCED BY THE LIBERTY HILLS PUBLIC IMPROVEMENT DISTRICT NO. 1 FOR IMPROVEMENT AREA #1 THEREOF; APPROVING A PRELIMINARY SERVICE PLAN AND ASSESSMENT PLAN, INCLUDING THE PROPOSED ASSESSMENT ROLL FOR IMPROVEMENT AREA #1; CALLING A REGULAR MEETING AND NOTICING A PUBLIC HEARING FOR AUGUST 11, 2026 TO CONSIDER AN ORDINANCE LEVYING ASSESSMENTS ON PROPERTY LOCATED WITHIN IMPROVEMENT AREA #1 OF SAID DISTRICT; DIRECTING THE FILING OF THE PROPOSED ASSESSMENT ROLL 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 March 10, 2026, the City Council conducted a public hearing to consider a petition received by the City on August 27, 2025 titled “Petition to Establish Liberty Hills Public Improvement District No. 1” requesting the creation of a public improvement district within the City; and WHEREAS, on March 10, 2026, the City Council approved Resolution No. 2026-03- 1896 (the “Creation Resolution”), authorizing, establishing and creating Liberty Hills Public Improvement District No. 1 (the “District”), which Creation Resolution was recorded in the real property records of Collin County, Texas as Document No. 2026000031106; and WHEREAS, the City authorized the creation of the District and funding up to $137,000,000.00 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, the City Council and the City staff have been presented a “Liberty Hills Public Improvement District No. 1 Preliminary Service and Assessment Plan”, including the proposed Improvement Area #1 Assessment Roll attached thereto (the “Proposed Assessment Roll”) (collectively, the “Preliminary SAP”), 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 the initial phase of development and the Proposed Assessment Roll states the assessments proposed to be levied against each parcel of assessable property in Improvement Area #1 of the District as determined by the method of assessment chosen by the City; and WHEREAS, the Act requires that the Proposed Assessment Roll 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 Roll, 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 #1 Projects (as defined in the Preliminary SAP) to be financed by the District are as set forth in Exhibit B of the Preliminary SAP, which costs 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 #1 Projects, or any portion thereof, shall be subject to and contingent upon City Council approval of a final Service and Assessment Plan which will include the final Improvement Area #1 Assessment Roll, after the properly noticed and held Assessment Hearing. SECTION 5. THAT the Proposed Assessment Roll states the assessment proposed to be levied against each parcel of assessable property in Improvement Area #1 of the District as determined by the method of assessment chosen by the City in the Creation 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 of the District 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 Roll 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 11, 2026 at 6:00 p.m. at the City of Anna Municipal Complex, Council Chambers, 120 W. 7th Street, Anna, Texas 75409, or such other location as designated by the City and noticed pursuant to the Act, at which the City Council shall, among other actions, hear and pass on any objections to the Proposed Assessment Roll; and, upon the adjournment of the Assessment Hearing, the City Council will consider an ordinance levying the assessments as special assessments on property within Improvement Area #1 of 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 11, 2026, in substantially the form attached hereto as Exhibit B and incorporated herein for all purposes; provided however, that the location is subject to change as designated by the City, in a newspaper of general circulation in the City, on or before Friday, July 31, 2026, 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 Roll is 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 11, 2026, on or before Friday, July 31, 2026, 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 11, 2026 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 14th day of July, 2026. ATTEST: _____________________________ Pete Cain, Mayor ____________________________ Carrie L. Land, City Secretary EXHIBIT A PRELIMINARY SERVICE AND ASSESSMENT PLAN 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 11, 2026 at 6:00 p.m.at the City of Anna Municipal Complex, 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 Liberty Hills Public Improvement District No. 1 (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: (i) street and roadway improvements, including related sidewalks, drainage, utility relocation, signalization, landscaping, lighting, signage, off-street parking and right-of-way; (ii) establishment or improvement of parks and open space, together with the design, construction of any ancillary structures, features or amenities such as trails, playgrounds, walkways, lighting and any similar items located therein; (iii) sidewalks and landscaping, including entry monuments and features, fountains, lighting and signage; (iv) acquisition, construction, and improvement of water, wastewater and drainage improvements and facilities and facilities related thereto; (v) acquisition of real property, interests in real property, or contract rights in connection with the Authorized Improvements (as defined below); (vi) payment of costs, including, without limitation, design, engineering, permitting, legal, required payment, performance and maintenance bonds, bidding, support, construction, construction management, administrative and inspection costs, associated with developing and financing the public improvements listed in (i) through (v) above; (vii) projects similar to those listed in subsections (i) - (v) above or authorized by the Act, including similar off-site projects that provide a benefit to the property within the District; (viii) any additional improvement projects authorized in the Act; (ix) payment of costs associated with special supplemental services for improvement and promotion of the District as approved by the City including services related to advertising, promotion, health and sanitation, water and wastewater, public safety, security, business recruitment, development, recreation, and cultural enhancement; and (x) payment of costs associated with developing and financing the public improvements listed in (i) - (ix) above, as well as the interest, costs of issuance, reserve funds, or credit enhancement of bonds issued for the purposes described in (i) through (ix) above, and costs of establishing, administering and operating the District (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 in the District. The total costs of the Improvement Area #1 Projects, including the costs of creating the District and issuing the bonds, is approximately $25,199,000. The boundaries of the District include approximately 139.983 acres of land 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 #1 Assessment Roll (the “Assessment Roll”), which Assessment Roll includes the assessments to be levied against each parcel of assessable property in Improvement Area #1 of the District for the Authorized Improvements within Improvement Area #1, is available for public inspection at the office of the City Secretary, 120 W.7th Street, Anna, Texas 75409. Item No. 6.g. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Kevin Bates AGENDA ITEM: Approve a Resolution of the City of Anna, Texas determining the costs of certain Authorized Improvements to be financed by The Landing Public Improvement District for Improvement Area #1 thereof; approving a Preliminary Service Plan and Assessment Plan, including the proposed Assessment Roll for Improvement Area #1; calling a regular meeting and noticing a Public Hearing for August 11, 2026, to consider an Ordinance Levying Assessments on property located within Improvement Area #1 of said District; directing the filing of the proposed Assessment Roll 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. (City Engineer Kevin Bates, P.E.) SUMMARY: A resolution of the City of Anna, Texas determining the costs of certain Authorized Improvements to be financed within The Landing Public Improvement District for Improvement Area #1 thereof; approving a Preliminary Service and Assessment Plan (PSAP), including the proposed Assessment Roll for Improvement Area #1; calling a regular meeting and noticing a Public Hearing for August 11, 2026, to consider an Ordinance Levying Assessments on property located within Improvement Area #1 of said District; directing the filing of the proposed Assessment Roll 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: This item has no financial impact. BACKGROUND: This resolution is the first step in the Public Improvement District (PID) formation and ultimate issuance of bonds related to The Landing Improvement Area #1. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Unique. Anna is designed to be unique as it transforms from a bedroom community to a thriving city, with: • Deliberate planning for the future • A vision for innovative development and positive growth • A variety of housing, jobs, and educational opportunities ATTACHMENTS: 1. Res Determining Costs (TLPID IA#1) v5 - 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 July 14, 2026, 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 Nathan Bryan, Council Member Elden Baker, Mayor Pro Tem Kelly Patterson-Herndon Council Member Jessica Walden, Deputy Mayor Pro Tem Manny Singh, Council Member Kevin Toten, Council Member Ronda Perez, City Manager Carrie L. 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 LANDING PUBLIC IMPROVEMENT DISTRICT FOR IMPROVEMENT AREA #1 THEREOF; APPROVING A PRELIMINARY SERVICE PLAN AND ASSESSMENT PLAN, INCLUDING THE PROPOSED ASSESSMENT ROLL FOR IMPROVEMENT AREA #1; CALLING A REGULAR MEETING AND NOTICING A PUBLIC HEARING FOR AUGUST 11, 2026 TO CONSIDER AN ORDINANCE LEVYING ASSESSMENTS ON PROPERTY LOCATED WITHIN IMPROVEMENT AREA #1 OF SAID DISTRICT; DIRECTING THE FILING OF THE PROPOSED ASSESSMENT ROLL 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: 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 JULY 14, 2026. ATTEST: ___________________________________ Pete Cain, Mayor ___________________________________ Carrie L. Land, City Secretary (SEAL) CITY OF ANNA, TEXAS RESOLUTION NO. 2026-07-____ A RESOLUTION OF THE CITY OF ANNA, TEXAS DETERMINING THE COSTS OF CERTAIN AUTHORIZED IMPROVEMENTS TO BE FINANCED BY THE LANDING PUBLIC IMPROVEMENT DISTRICT FOR IMPROVEMENT AREA #1 THEREOF; APPROVING A PRELIMINARY SERVICE PLAN AND ASSESSMENT PLAN, INCLUDING THE PROPOSED ASSESSMENT ROLL FOR IMPROVEMENT AREA #1; CALLING A REGULAR MEETING AND NOTICING A PUBLIC HEARING FOR AUGUST 11, 2026 TO CONSIDER AN ORDINANCE LEVYING ASSESSMENTS ON PROPERTY LOCATED WITHIN IMPROVEMENT AREA #1 OF SAID DISTRICT; DIRECTING THE FILING OF THE PROPOSED ASSESSMENT ROLL 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 May 13, 2025, the City Council conducted a public hearing to consider a petition received by the City on March 3, 2025 titled “Petition to Establish The Landing Public Improvement District” requesting the creation of a public improvement district within the City; and WHEREAS, on May 13, 2025, the City Council approved Resolution No. 2025-05-1776 (the “Creation Resolution”), authorizing, establishing and creating The Landing Public Improvement District (the “District”), which Creation Resolution was recorded in the real property records of Collin County, Texas as Document No. 2025000060283; and WHEREAS, the City authorized the creation of the District and funding up to $25,000,000.00 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, the City Council and the City staff have been presented a “The Landing Public Improvement District Preliminary Service and Assessment Plan”, including the proposed Improvement Area #1 Assessment Roll attached thereto (the “Proposed Assessment Roll”) (collectively, the “Preliminary SAP”), 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 the initial phase of development and the Proposed Assessment Roll states the assessments proposed to be levied against each parcel of assessable property in Improvement Area #1 of the District as determined by the method of assessment chosen by the City; and WHEREAS, the Act requires that the Proposed Assessment Roll 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 Roll, 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 #1 Projects (as defined in the Preliminary SAP) to be financed by the District are as set forth in Exhibit B of the Preliminary SAP, which costs 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 #1 Projects, or any portion thereof, shall be subject to and contingent upon City Council approval of a final Service and Assessment Plan which will include the final Improvement Area #1 Assessment Roll, after the properly noticed and held Assessment Hearing. SECTION 5. THAT the Proposed Assessment Roll states the assessment proposed to be levied against each parcel of assessable property in Improvement Area #1 of the District as determined by the method of assessment chosen by the City in the Creation 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 of the District 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 Roll 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 11, 2026 at 6:00 p.m. at the City of Anna Municipal Complex, Council Chambers, 120 W. 7th Street, Anna, Texas 75409, or such other location as designated by the City and noticed pursuant to the Act, at which the City Council shall, among other actions, hear and pass on any objections to the Proposed Assessment Roll; and, upon the adjournment of the Assessment Hearing, the City Council will consider an ordinance levying the assessments as special assessments on property within Improvement Area #1 of 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 11, 2026, in substantially the form attached hereto as Exhibit B and incorporated herein for all purposes; provided however, that the location is subject to change as designated by the City, in a newspaper of general circulation in the City, on or before Friday, July 31, 2026, 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 Roll is 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 11, 2026, on or before Friday, July 31, 2026, 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 11, 2026 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 14th day of July, 2026. ATTEST: _____________________________ Pete Cain, Mayor ____________________________ Carrie L. Land, City Secretary EXHIBIT A PRELIMINARY SERVICE AND ASSESSMENT PLAN THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 0 The Landing Public Improvement District PRELIMINARY SERVICE AND ASSESSMENT PLAN THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 1 TABLE OF CONTENTS Table of Contents ............................................................................................................................ 1 Introduction .................................................................................................................................... 2 Section I: Definitions ....................................................................................................................... 3 Section II: The District ................................................................................................................... 10 Section III: Authorized Improvements .......................................................................................... 10 Section IV: Service Plan ................................................................................................................. 13 Section V: Assessment Plan .......................................................................................................... 13 Section VI: Terms of the Assessments .......................................................................................... 16 Section VII: Assessment Roll ......................................................................................................... 23 Section VIII: Additional Provisions ................................................................................................ 23 Exhibits .......................................................................................................................................... 25 Appendices .................................................................................................................................... 26 Exhibit A-1 – Map of the District................................................................................................... 27 Exhibit A-2 – Map of Improvement Area #1 ................................................................................. 28 Exhibit A-3 - Improvement Area #1 Lot Type Classification Map ................................................. 29 Exhibit B-1 – Project Costs ............................................................................................................ 30 Exhibit B-2 – Apportionment of Costs .......................................................................................... 31 Exhibit C – Service Plan ................................................................................................................. 32 Exhibit D – Sources and Uses of Funds ......................................................................................... 33 Exhibit E – Maximum Assessment and Tax Rate Equivalent ........................................................ 34 Exhibit F-1 – Improvement Area #1 Assessment Roll ................................................................... 35 Exhibit F-2 – Improvement Area #1 Annual Installments ............................................................. 36 Exhibit G-1 – Maps of Major Improvements ................................................................................ 37 Exhibit G-2 – Maps of Improvement Area #1 Improvements....................................................... 39 Exhibit H – Form of Notice of Assessment Termination ............................................................... 43 Exhibit I – Debt Service Schedule for Improvement Area #1 Bonds............................................. 46 Exhibit J-1 – District Legal Description .......................................................................................... 47 Exhibit J-2 – Improvement Area #1 Legal Description .................................................................. 49 Appendix A – Engineer’s Report ................................................................................................... 52 Appendix B – Buyer Disclosures.................................................................................................... 74 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 2 INTRODUCTION Capitalized terms used in this Service and Assessment Plan shall have the meanings given to them in Section I unless otherwise defined in this 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,” an “Exhibit,” or an “Appendix” shall be a reference to a Section of this Service and Assessment Plan or an Exhibit or Appendix attached to and made a part of this Service and Assessment Plan for all purposes. On May 13, 2025, the City Council passed and approved Resolution No. 2025-05-1776 authorizing the establishment of the District in accordance with the PID Act, which authorization was effective upon approval in accordance with the PID Act. The purpose of the District is to finance the Actual Costs of Authorized Improvements that confer a special benefit on approximately 82.55 acres located within the corporate limits of the City, as described by the legal description on Exhibit J-1 and depicted on Exhibit A-1. 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 Pr operty 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 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 LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 3 SECTION I: DEFINITIONS “2026 Assessment Ordinance” means an Assessment Ordinance approved and adopted by the City Council on August 11, 2026, which levied the Improvement Area #1 Assessment against Improvement Area #1 Assessed Property, and approved this Service and Assessment Plan. “Actual Costs” mean, with respect to Authorized Improvements, the actual costs of construction or acquiring such Authorized Improvements paid or incurred 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, owing to 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, and architectural, engineering, consulting, and other 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 up to 0.50% additional interest rate that may be charged on Assessments securing PID Bonds pursuant to Section 372.018 of the PID Act. “Administrator” means the City or independent firm designated by the City who shall have the responsibilities provided in this 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 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 4 Bonds; (7) investing or depositing Assessments and Annual Installments; (8) complying with this Service and Assessment Plan, the PID Act, and any Indenture, with respect to the PID Bonds, including the 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) principal; (2) interest; (3) Annual Collection Costs; and (4) Additional Interest related to the PID Bonds. “Annual Service Plan Update” means an update to this 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 Service and Assessment Plan to a Parcel within the District for future Authorized Improvement costs subject to a future levy of Assessments by the City 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. “Assessment” means an assessment levied against 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, 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, as updated, modified or amended from time to time in THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 5 accordance with the procedures set forth herein and in the PID Act, including in any Annual Service Plan Updates. The Improvement Area #1 Assessment Roll is included in this Service and Assessment Plan as Exhibit F-1. “Authorized Improvements” means the improvements authorized by Section 372.003 of the PID Act, as described in Section III and further depicted on Exhibit G-1 and Exhibit G-2. “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 Service and Assessment Plan, including penalties and reasonable attorney’s fees actually paid, but excluding amounts representing interest and penalty interest. “Developer” means The Taylor Morrison of Texas, Inc. and any successors or assigns that intend to develop property in the District for the ultimate purpose of transferring title to end users. “District” means The Landing Public Improvement District containing approximately 82.55 acres located within corporate limits of the City, more specifically described in Exhibit J-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 directly associated with the establishment of the District. “Engineer’s Report” means the report provided by a licensed professional engineer that describes 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 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, THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 6 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 49.21 acres located within the District, more specifically described in Exhibit J-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) Annual Collection Costs related to Improvement Area #1; and (4) Additional Interest related to the Improvement Area #1 Bonds, 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 to be levied against Improvement Area #1 Assessed Property to pay for a portion of the Improvement Area #1 Authorized Improvements, and imposed pursuant to the 2026 Assessment Ordinance and the provisions herein, as shown on the Improvement Area #1 Assessment Roll, subject to reallocation or reduction pursuant to the provisions set forth in Section VI herein and in the PID Act. “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 Service and Assessment Plan as Exhibit F-1. “Improvement Area #1 Authorized Improvements” means collectively, (1) the Improvement Area #1 Projects; (2) the first year’s Annual Collection Costs related to the Improvement Area #1 Bonds; and (3) Bond Issuance Costs incurred in connection with the issuance of Improvement Area #1 Bonds. “Improvement Area #1 Bonds” means those certain “City of Anna, Texas, Special Assessment Revenue Bonds, Series 2026 (The Landing Public Improvement District Improvement Area #1)” that are secured primarily 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 and depicted on Exhibit G-2. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 7 “Improvement Area #1 Initial Parcel” means all of the Improvement Area #1 Assessed Property against which the entire Improvement Area #1 Assessment is levied, as shown on the Improvement Area #1 Assessment Roll as shown on Exhibit F-1. “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. “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 from time to time, setting forth the terms and conditions related to a series of PID Bonds. “Landowner” means KL LB BUY 4, LLC , and any successors or assigns. “Lot” means (1) for any portion of the District for which a final subdivision plat has been recorded in the Plat or O fficial 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 O fficial 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 at the time of levying the applicable Assessment 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. “Lot Type 1” means a Lot Type within Improvement Area #1 marketed to homebuilders as a 40’ lot. The buyer disclosure for Lot Type 1 is attached as Appendix B. “Lot Type 2” means a Lot Type within Improvement Area #1 marketed to homebuilders as a 50’ lot. The buyer disclosure for Lot Type 2 is attached as Appendix B. “Lot Type 3” means a Lot Type within Improvement Area #1 marketed to homebuilders as a 60’ lot. The buyer disclosure for Lot Type 3 is attached as Appendix B. “Major Improvements” means those Authorized Improvements that confer a special benefit to all of the Assessed Property and Remainder Area within the District, as depicted on Exhibit G-1. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 8 “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-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 H. “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 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 those certain improvements benefitting the District, constructed and paid for by the Developer and not reimbursable from Assessments or PID Bonds, the amount of which is shown on Exhibit B-1. “Remainder Area” means approximately 33.34 acres located within the District and entirely outside of Improvement Area #1, to be developed as one or more future improvement areas. “Remainder Area Apportioned Property” means any Parcel within the Remainder Area against which a portion of the Actual Costs of the Major Improvements are apportioned based on special conferred benefit, and against which an Assessment is expected to be levied, but not yet levied. “Service and Assessment Plan” means this The Landing Public Improvement District Service and Assessment Plan as updated, amended, or supplemented from time to time. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 9 “Service Plan” means the plan described in Section IV which covers a period of at least five years and defines the annual indebtedness and projected costs of the Authorized Improvements. “Trustee” means the trustee or successor trustee under an Indenture. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 10 SECTION II: THE DISTRICT The District includes approximately 82.55 contiguous acres located within the corporate limits of the City, the boundaries of which are more particularly described on Exhibit J-1 and depicted on Exhibit A-1. Development of the District is anticipated to include approximately 327 residential lots to be developed by the Developer. Improvement Area #1 includes approximately 49.21 contiguous acres located within the corporate limits of the City, the boundaries of which are more particularly described on Exhibit J-2 and depicted on Exhibit A-2. Development of Improvement Area #1 is anticipated to include approximately 184 Lots developed with single-family homes (92 single-family homes that are on Lots classified as Lot Type 1, 59 single-family homes that are on Lots classified as Lot Type 2, and 33 single-family homes that are on Lots classified as Lot Type 3.) SECTION III: AUTHORIZED IMPROVEMENTS Based on information provided by the Developer and their engineers and reviewed by the City staff and by third-party consultants retained by the City, the City has determined that the Authorized Improvements confer a special benefit on the 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 Apportionment of Costs is shown on Exhibit B-2. A. Major Improvements  Pavement The pavement improvements consist of roadway pavement, curb and gutter, subgrade preparation, pavement markings, signage, and related appurtenances associated with the public right-of-way necessary to serve all lots within the District. The pavement improvements will be designed and constructed in accordance with the City of Anna standards and specifications and will be owned and operated by the City of Anna.  Storm Drainage The storm drainage improvements including construction and installation consists of reinforced concrete pipes, reinforced concrete boxes, manholes, inlets, headwalls, rock rip-rap, pond outfalls, and all other appurtenances necessary to provide adequate drainage within the District. The storm drainage improvements are designed and constructed in accordance with the City of Anna, the Texas Commission on Environmental THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 11 Quality, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna.  Soft Costs Soft and miscellaneous costs consist of costs related to designing, constructing, and installing all lots within the District including land planning and design, fees assessed by regulatory agencies, legal fees, engineering, soil and construction testing, topographic and boundary surveys, construction staking, construction management, and contingency, costs associated with financing the District. B. Improvement Area #1 Improvements  Pavement The pavement improvements consist of roadway pavement, curb and gutter, subgrade preparation, pavement markings, signage, and related appurtenances necessary to serve the Improvement Area #1 Assessed Property. The pavement improvements will be designed and constructed in accordance with the City of Anna standards and specifications and will be owned and operated by the City of Anna.  Water The water improvements consist of distribution facilities. These facilities include water lines, mains, valves, fire hydrants, as well as related testing, trench safety and erosion protection, necessary to serve the Improvement Area #1 Assessed Property. The water improvements will be designed and constructed in accordance with Texas Commission on Environmental Quality, North Texas Groundwater Conservation District, Collin County, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna.  Sewer Sanitary sewer improvements consist of gravity collection system improvements including construction and installation of pipes, service lines, manholes, encasements and appurtenances necessary to provide sanitary sewer service to the Improvement Area #1 Assessed Property. The sanitary sewer improvements will be designed and constructed in accordance with Texas Commission on Environmental Quality, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna .  Storm Drainage THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 12 The storm drainage improvements consist of detention areas, reinforced concrete pipes, reinforced concrete boxes, and safety end treatments necessary to serve the Improvement Area #1 Assessed Property. The storm drainage improvements will be designed and constructed in accordance with the City, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna.  District Formation Costs Costs associated with forming the District, including, but not limited to, attorney fees, engineering fees, and any other cost or expense incurred by the City or the Developer directly associated with the establishment of the District.  Soft Costs Soft and miscellaneous costs consist of costs related to designing, constructing, and installing the Improvement Area #1 Improvements including land planning and design, fees assessed by regulatory agencies, legal fees, engineering, soil and construction testing, topographic and boundary surveys, construction staking, construction management, and contingency, costs associated with financing the Improvement Area #1 Improvements. C. 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, including the fee of counsel to the Underwriter.  Cost of Issuance Includes costs of issuing a particular series of PID Bonds, including but not limited to issuer fees, attorney’s fees, financial advisory fees, consultant fees, appraisal fees, printing costs, publication costs, City’s costs, fees charged by the Texas Attorney General, and any other cost or expense directly associated with the issuance of PID Bonds. D. Other Costs  Deposit to Administrative Fund THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 13 Equals the amount necessary to fund the first year’s Annual Collection Costs for a 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 initial Service Plan for Improvement Area #1. Per the PID Act and Section 5.014 of the Texas Property Code, as amended, this 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 and Private Improvements. The sources and uses of funds shown on Exhibit D shall be updated in an Annual Service Plan Update SECTION V: ASSESSMENT PLAN The PID Act allows the City Council to apportion the costs of the Authorized Improvements to the Assessed 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 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 LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 14 governmental powers and is conclusive and binding on the Landowner, Developer, and all future owners and developers of the Assessed Property. A. Assessment Methodology Acting in its legislative capacity and based on information provided by the Developer and its engineers and reviewed by the City staff and by third-party consultants retained by the City, the City Council has determined that the costs of the Authorized Improvements shall be allocated as follows:  The costs of the reimbursable Major Improvements shall be allocated to Improvement Area #1 and apportioned to the Remainder Area based on Estimated Buildout Value of each Parcel of Apportioned Property or Assessed Property to the Estimated Buildout Value of the District. Currently, Improvement Area #1 is allocated 54.59% of the Major Improvements costs, and the Remainder Area is apportioned 45.41% of the Major Improvements costs. Improvement Area #1 and the Remainder Area’s shares of the Major Improvements costs are illustrated in Exhibit B-2.  By the adoption of the 2026 Assessment Ordinance, the costs of the reimbursable Improvement Area #1 Authorized Improvements are allocated to each Parcel within Improvement Area #1 based on the ratio of the Estimated Buildout Value of each Parcel designated as Improvement Area #1 Assessed Property to the Estimated Buildout Value of all Improvement Area #1 Assessed Property. Currently, the Improvement Area #1 Initial Parcel is the only Parcel within Improvement Area #1, and as such, the Improvement Area #1 Initial Parcel is allocated 100% of the Improvement Area #1 Authorized Improvements. B. Assessments By the adoption of the 2026 Assessment Ordinance, the Improvement Area #1 Assessments are levied on the Improvement Area #1 Assessed Property according to 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, subject to revisions made during any Annual Service Plan Update. Upon division or subdivision of the Improvement Area #1 Initial Parcel, the respective Assessments will be reallocated pursuant to Section VI. The Maximum Assessment for each Lot Type is shown on Exhibit E. In no case will the Assessment for Lots classified as Lot Type 1, Lot Type 2, and Lot Type 3, respectively, exceed the corresponding Maximum Assessment for each Lot Type classification. C. Findings of Special Benefit THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 15 Acting in its legislative capacity and based on information provided by the Developer and its engineers and reviewed by the City staff and by third-party consultants retained by the City, the City Council has found and determined the following:  Improvement Area #1  The costs of the Improvement Area #1 Authorized Improvements equal $12,475,540 as shown on Exhibit B-1;  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;  By the adoption of the 2026 Assessment Ordinance, the Improvement Area #1 Initial Parcel is allocated 100% of the Improvement Area #1 Assessment levied for the Improvement Area #1 Authorized Improvements, which equals $9,659,000 as shown on the Improvement Area #1 Assessment Roll attached hereto as Exhibit F-1;  The special benefit (≥$12,475,540) received by the Improvement Area #1 Initial Parcel from the Improvement Area #1 Authorized Improvements is equal to or greater than the amount of the Improvement Area #1 Assessment ($9,659,000) levied on the Improvement Area #1 Initial Parcel for the Improvement Area #1 Authorized Improvements; and  At the time the City Council approved this Service and Assessment Plan, the Landowner owned 100% of the Improvement Area #1 Initial Parcel. The Landowner acknowledged that the Improvement Area #1 Authorized Improvements confer a special benefit on the Improvement Area #1 Initial Parcel and consents to the imposition of the Improvement Area #1 Assessment to pay for the Actual Costs associated therewith. The Landowner ratified, confirmed, accepted, agreed to, and approved: (1) the determinations and findings by the City Council as to the special benefits described herein and the 2026 Assessment Ordinance; (2) the Service and Assessment Plan and the 2026 Assessment Ordinance; and (3) the levying of the Improvement Area #1 Assessment on the Improvement Area #1 Initial Parcel.  Remainder Area  The costs of the Major Improvements allocable to the Remainder Area equal $1,067,107 as shown on Exhibit B-2; and THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 16  The Remainder Area received special benefit from the Major Improvements equal to or greater than the Actual Costs of such improvement allocable to the Remainder Area; and  By the approval of this Service and Assessment Plan by the City Council, the Remainder Area is apportioned 45.41% of the Major Improvements, which equal $1,067,107 as shown on Exhibit B-2, of which all or a portion is anticipated to be levied at a later date. 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 and shall be deposited pursuant to the applicable Indenture. 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 Assessment s 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 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 17 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, as provided by the Developer, relying on information from homebuilders, market studies, appraisals, O fficial Public Records of the County, and any other relevant information regarding the Assessed Property, and such calculation shall be approved by the City Council in the immediately following Annual Service Plan Update. The calculation as confirmed by the City Council shall be conclusive and binding. The Estimated Buildout Values for Lot Type 1, Lot Type 2, and Lot Type 3 are shown on Exhibit E and will not change in future Annual Service Plan Updates but Exhibit E may be updated in future Annual Service Plan Updates to account for additional Lot Types. 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 Annual Service Plan Update immediately following such reallocation. 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 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 18 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 based on Estimated Buildout Value information provided by the Developer, homebuilders, third party consultants, and/or the Official Public Records of the C ounty regarding the Lot, and such calculation shall be approved by the City Council in the immediately following Annual Service Plan Update. The calculation as confirmed by the City Council shall be conclusive and binding. The Estimated Buildout Values for Lot Type 1, Lot Type 2, and Lot Type 3 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 consolidation. The calculation as confirmed by the City Council shall be conclusive and binding. 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 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 19 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 H. 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 Assessment s If as a result of cost savings or the failure to construct all or a portion of an Authorized Improvement the Actual Costs of any Authorized Improvements are less than the Assessments, then (i) in the event PID Bonds have not been issued for the purpose of financing Authorized Improvements affected by such reduction in Actual Costs, 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 PID Bonds have been issued for the purpose of financing Authorized Improvements affected by such reduction in Actual Costs, 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 as 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 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. Prep ayment of Assessment s The owner of any Assessed Property may, at any time, pay all or any part of an Assessment in accordance with the PID Act. Prepayment Costs, if any, may be paid from a reserve established THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 20 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. 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 estimated Improvement Area #1 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 Parcel not including any Non- Benefited 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 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 21 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. To the extent permitted by the PID Act or other applicable law, the City Council may provide for other means of collecting Annual Installments, but in no case shall the City take any action, or fail to take any action, that would cause it to be in default under any Indenture. 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 . 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. 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 “Remaining Property”), following the reclassification of the Taken Property as Non-Benefited Property, subject to an adjustment of the Assessment applicable to the Remaining Property after any required Prepayment as set forth below. The owner of the Remaining Property will remain liable to pay, pursuant to the terms of THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 22 this Service and Assessment Plan, as updated, and the PID Act, the Assessment that remains due on the Remaining Property, subject to an adjustment in the Assessment applicable to the Remaining Property after any required Prepayment as set forth below. Notwithstanding the foregoing, if the Assessment that remains due on the Remaining Property exceeds the applicable Maximum Assessment, the owner of the Remaining Property will be required to make a Prepayment in an amount necessary to ensure that the Assessment against the Remaining Property does not exceed such Maximum Assessment, in which case the Assessment applicable to the Remaining 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 Remaining Property. In all instances the Assessment remaining on the Remaining 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 constituting the Remaining Property shall be subject to the $100 Assessment (provided that this $100 Assessment does not exceed the Maximum Assessment on the Remaining Property). If the Administrator determines that the $100 Assessment reallocated to the Remaining Property would exceed the Maximum Assessment, as applicable, on the Remaining Property by $10, then the owner shall be required to pay $10 as a Prepayment of the Assessment against the Remaining Property and the Assessment on the Remaining Property shall be adjusted to $90. Notwithstanding the previous paragraphs in this subsection, if the owner of the Remaining Property notifies the City and the Administrator that the Taking prevents the Remaining 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 Remaining Property to support the Estimated Buildout Value requirement. The owner will remain liable to pay the Assessment on both the Taken Property and the Remaining 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. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 23 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. 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 Service and Assessment Plan, including, but not limited to, any calculation made as part of any Annual Service Plan Update, the owner’s sole and exclusive remedy shall be to submit a written notice of error to the Administrator by December 1st of each year following City Council’s approval of the calculation. Otherwise, the 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 after receipt of such 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 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 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 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 Service and Assessment Plan. C. Administration and Interpretation THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 24 The Administrator shall: (1) perform the obligations of the Administrator as set forth in this 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 Service and Assessment Plan. Interpretations of this 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. D. Form of Buyer Disclosure/Filing and Posting Requirements Per Section 5.014 of the Texas Property Code, as amended, this 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 (1) post a copy of this Service and Assessment Plan or any future Annual Service Plan Updates on the City’s internet website and (2) file and record in the real property records of the County the executed ordinance of this Service and Assessment Plan, or any future Annual Service Plan Updates. The executed ordinance, including any attachments, approving this Service and Assessment Plan or any future Annual Service Plan Updates shall be filed and recorded in their entirety. E. Severability If any provision of this 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 LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 25 EXHIBITS The following Exhibits are attached to and made a part of this Service and Assessment Plan for all purposes: Exhibit A-1 Map of the District Exhibit A-2 Map of Improvement Area #1 Exhibit A-3 Improvement Area #1 Lot Type Classification Map Exhibit B-1 Project Costs Exhibit B-2 Apportionment 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 Maps of Major Improvements Exhibit G-2 Maps of Improvement Area #1 Improvements Exhibit H Form of Notice of Assessment Termination Exhibit I Debt Service Schedule for Improvement Area #1 Bonds Exhibit J-1 District Legal Description Exhibit J-2 Improvement Area #1 Legal Description THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 26 APPENDICES The following Appendices are attached to and made a part of this Service and Assessment Plan for all purposes: Appendix A Engineer’s Report Appendix B Buyer Disclosures THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 27 EXHIBIT A-1 – MAP OF THE DISTRICT THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 28 EXHIBIT A -2 – MAP OF IMPROVEMENT AREA #1 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 29 EXHIBIT A-3 - IMPROVEMENT AREA #1 LOT TYPE CLASSIFICATION MAP THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 30 EXHIBIT B-1 – PROJECT COSTS Major Improvements [b] Pavement 1,156,641$ -$ -$ 1,156,641$ 54.59% 631,459$ 45.41% 525,182$ Drainage 900,586 - - 900,586 54.59% 491,668 45.41% 408,919 Soft Costs[c]292,926 - - 292,926 54.59% 159,921 45.41% 133,006 2,350,154$ -$ -$ 2,350,154$ 1,283,047$ 1,067,107$ Improvement Area #1 Improvements Pavement 2,417,443$ -$ -$ 2,417,443$ 100.00% 2,417,443$ 0.00%-$ Water 1,218,423 - - 1,218,423 100.00% 1,218,423 0.00%- Sewer 1,406,520 - 16,317 1,390,203 100.00% 1,390,203 0.00%- Drainage 2,735,557 - - 2,735,557 100.00% 2,735,557 0.00%- District Formation Costs 435,000 - - 435,000 100.00% 435,000 0.00%- Soft Costs[c]1,341,866 - - 1,341,866 100.00% 1,341,866 0.00%- 9,554,808$ -$ 16,317$ 9,538,491$ 9,538,491$ -$ Private Improvements [d] Private Improvements 2,536,916$ 2,536,916$ -$ -$ 0.00%-$ 0.00%-$ 2,536,916$ 2,536,916$ -$ -$ -$ -$ Bond Issuance Costs [e] Debt Service Reserve Fund 686,386$ -$ -$ -$ 686,386$ -$ Capitalized Interest - - - - - - Underwriter Discount[f]289,770 - - - 289,770 - Cost of Issuance 637,846 - - - 637,846 - 1,614,002$ -$ -$ -$ 1,614,002$ -$ Other Costs [e] Deposit to Administrative Fund 40,000$ -$ -$ -$ 40,000$ -$ 40,000$ -$ -$ -$ 40,000$ -$ Footnotes: [a] Per Engineer's Report dated 07/02/2026. [b] The Major Improvements are apportioned pro rata between Improvement Area #1 and the Major Improvement Area based on the ratio of Estimated Buildout Value of each area to the Estimated Buildout Value of the District. [c] Soft costs include platting fees, engineering review fees, engineering construction, engineering staking fees, and contingencies . [d] Not reimbursable to the Developer through Assessments or the issuance of PID Bonds. [e] Preliminary estimates only and subject to change upon the issuance of PID Bonds. [f] Includes the fee of counsel to the Underwriter. [g] Such costs are not eligible for reimbursement through the collection of Annual Installments or PID Bonds and are not Authorized Improvements. Pursuant to Section 5.6 of the development agreement, the City has made arrangements to finance the City's portion of the costs of construction attributable to the oversizing from sources other than PID Bond Proceeds or Assessments. Such costs are shown as Oversizing Improvements on Exhibit D. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 31 EXHIBIT B-2 – APPORTIONMENT OF COSTS %Costs Improvement Area #1 184 78,044,000.00$ 54.59% 1,283,046.88$ Remainder Area 143 64,909,000.00$ 45.41% 1,067,106.89$ 1,067,106.89$ Total 327 142,953,000.00$ 2,350,153.76$ Footnotes: [a] The costs of the Major Improvements apportioned pro rata based on Estimated Buildout Value between Improvement Area #1 and the Remainder Area. [b] Reimbursable in part or in full from future Assessments levied on the Remainder Area. Improvement Area Units Estimated Buildout Value Major Improvements[a]Remainder Area - Apportionment of Costs[b] THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 32 EXHIBIT C – SERVICE PLAN Annual Installment Due 1/31/2027 1/31/2028 1/31/2029 1/31/2030 1/31/2031 Principal 112,000.00$ 119,000.00$ 126,000.00$ 134,000.00$ 142,000.00$ Interest 576,250.00 569,250.00 561,812.50 553,937.50 545,562.50 (1)688,250.00$ 688,250.00$ 687,812.50$ 687,937.50$ 687,562.50$ Additional Interest (2)46,100.00$ 45,540.00$ 44,945.00$ 44,315.00$ 43,645.00$ Annual Collection Costs (3)40,000.00$ 40,800.00$ 41,616.00$ 42,448.32$ 43,297.29$ Total Annual Installment Due (4) = (1) + (2) + (3)774,350.00$ 774,590.00$ 774,373.50$ 774,700.82$ 774,504.79$ Improvement Area #1 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 33 EXHIBIT D – SOURCES AND USES OF FUNDS Improvement Area #1 Bonds -$ -$ 9,659,000$ -$ 9,659,000$ Remainder Area - Apportionment of Costs[d]- - - 1,067,107 1,067,107 Oversizing Improvements[a]- 16,317 - - 16,317 Developer Contribution - Private Improvements[a]2,536,916 - - - 2,536,916 Developer Contribution[a]- - 2,816,540 - 2,816,540 Major Improvements -$ -$ 1,283,047$ 1,067,107$ 2,350,154$ Improvement Area #1 Improvements - - 9,538,491 - 9,538,491 Oversizing Improvements - 16,317 - - 16,317 Private Improvements[a]2,536,916 - - - 2,536,916 2,536,916$ 16,317$ 10,821,538$ 1,067,107$ 14,441,878$ Bond Issuance Costs [b] Debt Service Reserve Fund -$ -$ 686,386$ -$ 686,386$ Capitalized Interest - - - - - Underwriter Discount[c]- - 289,770 - 289,770 Cost of Issuance - - 637,846 - 637,846 -$ -$ 1,614,002$ -$ 1,614,002$ Other Costs [b] Deposit to Administrative Fund -$ -$ 40,000$ -$ 40,000$ -$ -$ 40,000$ -$ 40,000$ Total Uses of Funds 2,536,916$ 16,317$ 12,475,540$ 1,067,107$ 16,095,880$ Footnotes: [a] Not reimbursable to the Developer through Assessments or the issuance of PID Bonds. [b] Preliminary estimates only and subject to change upon the issuance of PID Bonds. [c] Includes the fee of counsel to the Underwriter. [d] The Major Improvements are apportioned pro rata between Improvement Area #1 and the Remainder Area as shown in Exhibit B-2 . [e] Such costs are not eligible for reimbursement through the collection of Annual Installments or PID Bonds and are not Authorized Improvements. Pursuant to Section 5.6 of the development agreement, the City has made arrangements to finance the City's portion of the costs of construction attributable to the oversizing from sources other than PID Bond Proceeds or Assessments. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 34 EXHIBIT E – MAXIMUM ASSESSMENT AND TAX RATE EQUIVALENT Per Unit Total Per Unit Total Per Unit Total Per Unit Total Improvement Area #1 Lot Type 1 92 80,678$ 7,422,341$ 368,000$ 33,856,000$ 45,544.97$ 4,190,138$ 3,640.51$ 334,927$ 0.989269$ Lot Type 2 59 97,146 5,731,626 443,000 26,137,000 54,827.24 3,234,807 4,382.46 258,565 0.989269$ Lot Type 3 33 114,910 3,792,033 547,000 18,051,000 67,698.64 2,234,055 5,411.30 178,573 0.989269$ Improvement Area #1 Subtotal 184 16,946,000$ 78,044,000$ 9,659,000$ 772,065$ 0.989269$ Total 327 142,953,000$ 9,659,000$ 772,065$ Footnotes: [a] As provided in the Developer model dated 3/10/2026. [b] Based on the draft appraisal dated 6/15/2026, subject to change based on final appraisal. Lot Type Units[a]PID TREEstimated Appraised Value[b]Estimated Buildout Value[a]Assessment Average Annual Installment THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 35 EXHIBIT F-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL Property ID[a],[c]Lot Type Outstanding Assessment Annual Installment Due 1/31/2027[b] 2927287 Improvement Area #1 Initial Parcel 9,659,000.00$ 772,457.13$ 9,659,000.00$ 772,457.13$ Footnotes: Total [a] The Assessment and Annual Installment have initially been allocated between all Property IDs within Improvement Area #1 pro rata based on acreage as reported by Collin Central Appraisal District. Future allocation of the Assessment will be done in accordance with Section VI of this Service and Assessment Plan. [b] Annual Installment due may not match Service Plan or Annual Installment schedule due to rounding. [c] Property IDs preliminary and subject to change based on certified rolls provided by the County prior to billing. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 36 EXHIBIT F-2 – IMPROVEMENT AREA #1 ANNUAL INSTALLMENTS Installment Due 1/31 Principal Interest[a]Reserve Fund[c] Additional Interest Annual Collection Costs Total Annual Installment Due[b] 2027 101,000$ 583,162$ -$ 48,295$ 40,000$ 772,457$ 2028 134,000$ 549,585$ -$ 47,790$ 40,800$ 772,175$ 2029 141,000$ 541,880$ -$ 47,120$ 41,616$ 771,616$ 2030 150,000$ 533,773$ -$ 46,415$ 42,448$ 772,636$ 2031 158,000$ 525,148$ -$ 45,665$ 43,297$ 772,110$ 2032 167,000$ 516,063$ -$ 44,875$ 44,163$ 772,101$ 2033 177,000$ 506,460$ -$ 44,040$ 45,047$ 772,547$ 2034 187,000$ 496,283$ -$ 43,155$ 45,947$ 772,385$ 2035 197,000$ 485,530$ -$ 42,220$ 46,866$ 771,616$ 2036 209,000$ 474,203$ -$ 41,235$ 47,804$ 772,241$ 2037 221,000$ 462,185$ -$ 40,190$ 48,760$ 772,135$ 2038 234,000$ 449,478$ -$ 39,085$ 49,735$ 772,297$ 2039 247,000$ 436,023$ -$ 37,915$ 50,730$ 771,667$ 2040 262,000$ 421,820$ -$ 36,680$ 51,744$ 772,244$ 2041 277,000$ 406,755$ -$ 35,370$ 52,779$ 771,904$ 2042 293,000$ 390,828$ -$ 33,985$ 53,835$ 771,647$ 2043 311,000$ 373,980$ -$ 32,520$ 54,911$ 772,411$ 2044 329,000$ 356,098$ -$ 30,965$ 56,010$ 772,072$ 2045 348,000$ 337,180$ -$ 29,320$ 57,130$ 771,630$ 2046 369,000$ 317,170$ -$ 27,580$ 58,272$ 772,022$ 2047 391,000$ 295,953$ -$ 25,735$ 59,438$ 772,125$ 2048 414,000$ 273,470$ -$ 23,780$ 60,627$ 771,877$ 2049 439,000$ 249,665$ -$ 21,710$ 61,839$ 772,214$ 2050 465,000$ 224,423$ -$ 19,515$ 63,076$ 772,013$ 2051 493,000$ 197,685$ -$ 17,190$ 64,337$ 772,212$ 2052 522,000$ 169,338$ -$ 14,725$ 65,624$ 771,687$ 2053 554,000$ 139,323$ -$ 12,115$ 66,937$ 772,374$ 2054 587,000$ 107,468$ -$ 9,345$ 68,275$ 772,088$ 2055 622,000$ 73,715$ -$ 6,410$ 69,641$ 771,766$ 2056 660,000$ 37,950$ (686,386)$ 3,300$ 71,034$ 85,898$ Total 9,659,000$ 10,932,587$ (686,386)$ 948,245$ 1,622,723$ 22,476,169$ Footnotes: [a] Interest is calculated at a 5.75% rate for illustrative purposes. [b] 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. [c] Assumes Reserve Fund is fully funded and available to reduce Annual Installments in the final year. THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 37 EXHIBIT G-1 – MAPS OF MAJOR IMPROVEMENTS THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 38 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 39 EXHIBIT G-2 – MAPS OF IMPROVEMENT AREA #1 IMPROVEMENTS THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 40 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 41 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 42 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 43 EXHIBIT H – 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 LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 44 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 § § KNOWN 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 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 May 13, 2025 the City Council of the City approved Resolution No. 2025- 05-1776 creating The Landing Public Improvement District (the “District”); and WHEREAS, the District consists of approximately 8 2 .55 contiguous acres within the corporate limits of the City; and WHEREAS, on ____________, 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 within the District, the Assessment Ordinance being recorded on _____________, as Instrument No. ________ in the Official Public Records of Collin County, Texas; 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 LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 45 [legal description], an addition to the City of Anna, Collin 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 hereby releases and discharges, and by these presents does hereby release and discharge, the Lien to the extent that it 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 the City Manager for the City of Anna, Texas, a Texas home rule municipality, on behalf of said municipality. _______________________________ Notary Public, State of Texas THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 46 EXHIBIT I – DEBT SERVICE SCHEDULE FOR IMPROVEMENT AREA #1 BONDS [To be provided at PID Bond pricing.] THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 47 EXHIBIT J-1 – DISTRICT LEGAL DESCRIPTION THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 48 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 49 EXHIBIT J-2 – IMPROVEMENT AREA #1 LEGAL DESCRIPTION THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 50 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 51 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 52 APPENDIX A – ENGINEER’S REPORT [Remainder of page left intentionally blank.] Page 1 kimley-horn.com 6160 Warren Parkway, Suite 210, Frisco, TX 75034 972 335 3580 Date: July 1, 2026 RE: Engineer’s Report The Landing at Lindsey Lane City of Anna, Texas INTRODUCTION The Landing at Lindsey Lane is a proposed single-family residential development located at the northwest corner of Lindsey Lane and County Road 369 in the City of Anna (see Exhibit A-1). Improvement Areas 1 and 2 of the development currently include 327 lots as depicted on Exhibit A-2 and A-3. As it stands today, Improvement Area 1 consists of 184 lots and Improvement Area 2 consists of 143 lots. This Engineer’s Report includes information for the development improvements and associated cost for infrastructure that is anticipated to be financed with bonds sold through a Public Improvement District (PID). DEVELOPMENT IMPROVEMENTS Development improvements include Water Improvements, Sanitary Sewer Improvements, Storm Sewer Improvements, Roadway Improvements, and associated Clearing, Excavation, and Erosion Control Improvements. The Development improvements have been separated into Improvement Area 1 and Future Improvement Area based on anticipated construction sequencing. The improvements have also been broken into Major Improvements and Direct Improvements related to Improvement Areas 1. The extents of the development improvements for the Major Improvements within Improvement Area 1 are depicted on Exhibits B 1-2 and the exhibits for the Direct Improvements within Improvement Area 1 are depicted on Exhibits C 1-4. A. MAJOR IMPROVEMENTS 1. Clearing & Excavation Improvements Improvements including all clearing and excavation associated with the public residential road rights-of-way, detention ponds, swales and channels. 2. Erosion Control Improvements Improvements including the installation of all erosion control measures associated with the public residential road rights-of-way and detention ponds. 3. Storm Drainage Improvements The storm drainage improvements including construction and installation consists of reinforced concrete pipes, reinforced concrete boxes, manholes, inlets, headwalls, rock rip-rap, pond outfalls, and all other appurtenances necessary to provide adequate drainage within the District. The storm drainage improvements are designed and constructed in accordance with the City of Anna, the Texas Commission on Environmental Quality, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna. Page 2 kimley-horn.com 6160 Warren Parkway, Suite 210, Frisco, TX 75034 972 335 3580 The major storm sewer improvements for the District are depicted on Exhibit B-1. 4. Pavement Improvements The pavement improvements consist of roadway pavement, curb and gutter, subgrade preparation, pavement markings, signage, and related appurtenances associated with the public right-of-way necessary to serve all lots within the District. The pavement improvements are designed and constructed in accordance with the City of Anna standards and specifications and will be owned and operated by the City of Anna. The major pavement improvements for the District are depicted on Exhibit B-2. B. DIRECT IMPROVEMENTS 1. Water Improvements The water improvements consist of distribution facilities. These facilities include water lines, mains, valves, fire hydrants, as well as related testing, trench safety and erosion protection, necessary to serve the Improvement Area 1 Assessed Property. The water improvements are designed and constructed in accordance with Texas Commission on Environmental Quality, North Texas Groundwater Conservation District, Collin County, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna. The direct water improvements for Improvement Area 1 are depicted on Exhibit C-1. 2. Sanitary Sewer Improvements Sanitary sewer improvements consist of gravity collection system improvements including construction and installation of pipes, service lines, manholes, encasements and appurtenances necessary to provide sanitary sewer service to the Improvement Area 1 Assessed Property. The sanitary sewer improvements will be designed and constructed in accordance with Texas Commission on Environmental Quality, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna. The direct sewer improvements for Improvement Area 1 are depicted on Exhibit C-2. 3. Storm Drainage Improvements The storm drainage improvements consist of detention areas, reinforced concrete pipes, reinforced concrete boxes, and safety end treatments necessary to serve the Improvement Area 1 Assessed Property. The storm drainage improvements are designed and constructed in accordance with the City of Anna, and North Texas Council of Governments standards and specifications and will be owned and operated by the City of Anna. The direct storm drainage improvements for Improved Area 1 are depicted on Exhibit C-3. Page 3 kimley-horn.com 6160 Warren Parkway, Suite 210, Frisco, TX 75034 972 335 3580 6. Pavement Improvements The pavement improvements consist of roadway pavement, curb and gutter, subgrade preparation, pavement markings, signage, and related appurtenances necessary to serve all lots within the Improvement Area 1. The pavement improvements are designed and constructed in accordance with the City of Anna standards and specifications and will be owned and operated by the City of Anna. The direct roadway improvements for Improved Area 1 are depicted on Exhibit C-4. 7. Soft and Miscellaneous Improvements Soft and miscellaneous costs consist of costs related to designing, constructing, and installing the Improvement Area 1 Improvements including land planning and design, fees assessed by regulatory agencies, legal fees, engineering, soil and construction testing, topographic and boundary surveys, construction staking, construction management, and contingency, costs associated with financing the Improvement Area 1 Improvements. DEVELOPMENT COSTS An Opinion of Probable Construction Cost (the “OPCC”) has been prepared for the development, and a summary is included as Exhibit D. Where applicable, the construction costs included in the OPCC are based on contractor proposals received to date. DEVELOPMENT SCHEDULE Construction for Improvement Area 1 including both Major Improvements and Direct Improvements being constructed with the initial phase of construction was started in August 2025 and is anticipated to be completed for final acceptance by September 2026. The design and construction of Improvement Area 2 and remaining Major Improvements are anticipated to be completed for final acceptance by September 2028. The development schedule is subject to change based on market conditions. 20 JUL 1807/02/2026 TBM #602 CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'± (PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740 FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Map of District - The Landing PID Exhibits Exhibit A-1 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' CB L TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740 FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Map of Improvement Area #1 - The Landing PID Exhibits Exhibit A-2 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY IMPROVEMENT AREA #1 LIMITS LEGEND CB L TRAFFIC VAULT 20101760.150TRAV-101 58CIRS STV 613744.090NF 612749.740FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Map of Remainder Area Boundary - The Landing PID Exhibits Exhibit A-3 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY REMAINDER AREA LIMITS LEGEND TBM #602 CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'± (PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150TRAV-101 58CIRS STV 613744.090NF 612749.740FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Master Public Storm Drainage Improvements - The Landing PID Exhibits Exhibit B-1 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY STORM DRAIN LEGEND TBM #602 CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'±(PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740 FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Master Public Pavement Improvements - The Landing PID Exhibits Exhibit B-2 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY PAVEMENT LEGEND TBM #602 CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'± (PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Direct Public Water Improvement Area #1 - The Landing PID Exhibits Exhibit C-1 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY 8" WATERLINE LEGEND CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'± (PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Direct Public Sanitary Sewer Improvement Area #1- The Landing PID Exhibits Exhibit C-2 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY 8" SANITARY SEWER LEGEND 10" OVERSIZED SANITARY SEWER TBM #602 CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'± (PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Direct Public Storm Drainage Improvement Area #1- The Landing PID Exhibits Exhibit C-3 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY STORM DRAINAGE LEGEND TBM #602 CB L RIM=739.5±FL BOTTOM OF BOX(S)=734.8'± (PIPE TOO FAR RECESSED) RIP RAP TRAFFIC VAULT 20101760.150 TRAV-101 58CIRS STV 613744.090NF 612749.740FIR58 GC EAGLE SURVEYING NOTE: THIS PLAN IS CONCEPTUAL IN NATURE AND HAS BEEN PRODUCED WITHOUT THE BENEFIT OF A SURVEY, TOPOGRAPHY, UTILITIES, CONTACT WITH THE CITY, ETC. 6160 Warren Parkway Suite 210 Frisco, Texas 75034 972-335-3580 State of Texas Registration No. F-928 Direct Public Pavement Improvement Area #1- The Landing PID Exhibits Exhibit C-4 Anna, Texas July 2026 00 500'1000' GRAPHIC SCALE 500' DISTRICT BOUNDARY ROW LEGEND DIVISION / PHASE / COST TYPE SUMMARY - CITY OF ANNA IMPROVEMENTS DIVISION 1 TOTAL 1 TOTAL 1 TOTAL 1 TOTAL TOTAL CL E A R I N G & E X C A V A T I O N $ 8 0 , 6 8 2 $ 8 0 , 6 8 2 $ 2 6 , 4 2 6 $ 2 6 , 4 2 6 $ 4 69 , 9 5 9 $ 4 6 9 , 9 5 9 $ 0 $ 0 $ 5 7 7 , 0 6 7 WA T E R $ 1 , 2 1 8 , 4 2 3 $ 1 , 2 1 8 , 4 2 3 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 1 , 2 1 8 , 4 2 3 SE W E R $ 1 , 3 9 0 , 2 0 3 $ 1 , 3 9 0 , 2 0 3 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 $ 1 , 3 9 0 , 2 0 3 ST O R M S E W E R $ 2 , 7 3 5 , 5 5 7 $ 2 , 7 3 5 , 5 5 7 $ 9 0 0 , 5 8 6 $ 9 0 0 , 5 8 6 $ 0 $ 0 $0 $ 0 $ 3 , 6 3 6 , 1 4 3 PA V E M E N T $ 2 , 2 8 3 , 1 8 1 $ 2 , 2 8 3 , 1 8 1 $ 1 , 1 3 0 , 2 1 5 $ 1 , 1 3 0 , 2 1 5 $ 0 $ 0 $ 0 $ 0 $ 3 , 4 1 3 , 3 9 6 RE T A I N I N G W A L L S $ 0 $ 0 $ 0 $ 0 $ 2 2 7 , 8 1 1 $ 2 2 7 , 8 1 1 $ 0 $ 0 $ 2 2 7 , 8 1 1 ER O S I O N C O N T R O L $ 5 3 , 5 8 0 $ 5 3 , 5 8 0 $ 0 $ 0 $ 2 3 , 4 4 0 $ 2 3 , 4 4 0 $ 0 $ 0 $7 7 , 0 2 0 AM E N I T I E S , L A N D S C A P E , & S C R E E N I N G $ 0 $ 0 $ 0 $ 0 $ 1 , 3 7 8 , 7 9 4 $1 , 3 7 8 , 7 9 4 $ 0 $ 0 $ 1 , 3 7 8 , 7 9 4 DI S T R I C T F O R M A T I O N & M I S C E L L A N E O U S O T H E R $ 9 0 9 , 7 3 0 $ 9 0 9, 7 3 0 $ 7 9 , 2 7 6 $ 7 9 , 2 7 6 $ 2 0 6 , 2 8 4 $ 2 0 6 , 2 8 4 $ 1 6 , 3 1 7 $ 1 6 , 3 1 7 $ 1 ,2 1 1 , 6 0 7 SU B - T O T A L $ 8 , 6 7 1 , 3 5 5 $ 8 , 6 7 1 , 3 5 5 $ 2 , 1 3 6 , 5 0 3 $ 2 , 1 3 6 , 5 0 3 $ 2, 3 0 6 , 2 8 8 $ 2 , 3 0 6 , 2 8 8 $ 1 6 , 3 1 7 $ 1 6 , 3 1 7 $ 1 3 , 1 3 0 , 4 6 3 MI S C E L L A N E O U S & C O N T I N G E N C Y ( 1 0 % ) $ 8 6 7 , 1 3 6 $ 8 6 7 , 1 3 6 $ 2 13 , 6 5 0 $ 2 1 3 , 6 5 0 $ 2 3 0 , 6 2 9 $ 2 3 0 , 6 2 9 N / A N / A $ 1 , 3 1 1 , 4 1 5 TOTAL $9,538,491 $9,538,491 $2,350,154 $2,350,154 $2,536,916 $2,536,916 $16,317 $16,317 $14,441,878 PHASE TOTAL SUMMARY - CITY OF ANNA IMPROVEMENTS COST TYPE 1 TOTAL DI R E C T P U B L I C $ 9 , 5 3 8 , 4 9 1 $ 9 , 5 3 8 , 4 9 1 MA S T E R P U B L I C $ 2 , 3 5 0 , 1 5 4 $ 2 , 3 5 0 , 1 5 4 PR I V A T E $ 2 , 5 3 6 , 9 1 6 $ 2 , 5 3 6 , 9 1 6 OV E R S I Z I N G C O S T S $ 1 6 , 3 1 7 $ 1 6 , 3 1 7 TOTAL (EXCLUDING OVERSIZING COSTS) $14,425,561 $14,425,561 TOTAL W/ OVERSIZING COSTS $14,441,878 $14,441,878 LOTS: 184 184 COST PER LOT (EXCLUDING OVERSIZING COSTS): $78,400 $78,400 COST PER LOT (ONLY OVERSIZING COSTS): $89 $89 COST PER LOT W/ OVERSIZING COSTS: $78,488 $78,488 1.              Th e   O p i n i o n   o f   P r o b a b l e   C o s t s   ( O P C )   i n   t h i s   a n a l y s i s  i s   b a s e d   o n   t h e   P h a s e   1   a c c e p t e d   B i d   F o r m s   a n d   q u an t i t i e s   a n d   t h e   P h a s e   2   p r e l i m i n a r y   d e s i g n . 2.              Ce r t a i n   “ r u l e - o f - t h u m b ”   a s s u m p t i o n s   a n d   a p p r o x i m a t e  c o s t   e s t i m a t e   m e t h o d o l o g i e s   a r e   u t i l i z e d . 3.              Th i s   O P C   i s   b a s e d   o n   c u r r e n t   o p i n i o n   o f   p r i c i n g .     I nf l a t i o n   i s   n o t   a c c o u n t e d   f o r . 4.              Th i s   O P C   i s   n o t   i n t e n d e d   t o   s e r v e   a s   a   c o m p r e h e n s i v e  a n d   c o m p l e t e   a n a l y s i s   o f   d e v e l o p m e n t   a n d   c o n s t r u c ti o n   c o s t s . 5.              Th i s   O P C   a s s u m e s   t h a t   P h a s e s   1   a n d   2   w i l l   b e   b u i l t   se q u e n t i a l l y   a s   s h o w n   o n   t h e   a t t a c h e d   e x h i b i t . 6.              Th i s   O P C   i s   b a s e d   o n   T o p o g r a p h i c   s u r v e y s   t h a t   w e r e   co m p l e t e d   i n   t h e   f i e l d . 7.              Th i s   O P C   i s   b a s e d   u p o n   t h e   C i t y   o f   A n n a   E n g i n e e r i n g  S t a n d a r d s   o r   D e s i g n   ( “ C i t y   S t a n d a r d s ” ) . 9.              Th i s   O P C   d o e s   n o t   i n c l u d e   a n y   c o s t s   f o r   a v o i d a n c e   o r  m i t i g a t i o n   o f   j u r i s d i c t i o n a l   w a t e r s   f e a t u r e s   b a s e d  o n   p r e l i m i n a r y   W a t e r s   o f   t h e   U S   D e l i n e a t i o n   p r e p a re d   b y   I n t e g r a t e d   E n v i r o n m e n t a l   S o l u t i o n   d a t e d   O c t o be r   2 7 ,   2 0 2 3 . 10 .   M a n h o l e   V a c u u m   T e s t i n g   b i d   f o r m s   h a v e   n o t   b e e n   pr o v i d e d   a n d   t h e r e f o r e   s a i d   l i n e   i t e m   h a s   n o t   b e e n   up d a t e d   t o   t h e   " a s - b u i l t "   c o s t . 11 .      A  t r e e   s u r v e y   h a s   b e e n   p e r f o r m e d   f o r   t h i s   p r o j e c t ,   a nd   t h e   a l l o w a n c e   i n c l u d e d   i n   t h i s   O P C   i s   t h e   a p p r o x im a t e   c o s t   t o   m i t i g a t e   a l l   o f   t h e   t r e e s   l o c a t e d   w i t hi n   t h e   p r o j e c t   l i m i t s . 13 .      Th i s   O P C   a s s u m e s   t h a t   a p p r o x i m a t e l y   8   a c r e s   o f   t h e   Mu l t i f a m i l y   t r a c t   w i l l   s e w e r   t h r o u g h   t h i s   p r o j e c t   b as e d   o n   t h e   p r e l i m i n a r y   c a p a c i t y   a n a l y s i s   o f   t h e   e x is t i n g   1 0 ”   w a s t e w a t e r   l i n e   i n   S h a d o w b e n d   P h a s e   2 . PID COST SUMMARY - COX TRACT CITY OF ANNA DIRECT PUBLIC MASTER PUBLIC PRIVATE THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST - IMPORTANT NOTES APPLY OVERSIZING COSTS MARCH 13, 2026 8.              Th i s   O P C   w a s   p r e p a r e d   w i t h o u t   t h e   b e n e f i t   o f   c o m p l e te   r e c o r d   d r a w i n g s   f o r   t h e   e x i s t i n g   u t i l i t i e s   a n d   t he   p i p e l i n e   l o c a t e d   o n   t h e   p r o p e r t y .     S u b s u r f a c e   u t il i t y   e x p l o r a t i o n   ( “ S U E ” )   a n d   d e t a i l e d   t o p o g r a p h i c   su r v e y s   h a v e   b e e n   c o m p l e t e d   f o r   t h i s   OP C . 12 .      Th i s   O P C   a s s u m e s   t h a t   t h e   e x i s t i n g   C i t y   o f   A n n a   w a s te w a t e r   t r e a t m e n t   p l a n t   h a s   c a p a c i t y   f o r   t h e   w a s t e w at e r   p r o d u c e d   b y   t h e   P r o j e c t .   T h i s   O P C   d o e s   n o t   i n c lu d e   a n y   c o s t   f o r   u p g r a d e s   t o   t h e   w a s t e w a t e r   t r e a t m en t   p l a n t   t o   p r o v i d e   c a p a c i t y   fo r   t h e   P r o j e c t .   T h i s   O P C   a s s u m e s   t h a t   n o   l i f t   s t a t io n   w i l l   b e   r e q u i r e d   f o r   t h e   p r o j e c t .   T h i s   O P C   a s s u me s   a l l   w a s t e w a t e r   w i l l   t i e   i n t o   e x i s t i n g   l i n e s   c o n st r u c t e d   a s   a   p a r t   o f   S h a d o w b e n d   P h a s e   2   a n d   t h a t   n o  u p s i z i n g   o f   t h e   e x i s t i n g   l i n e   w i l l   b e   re q u i r e d . Pa g e 1 o f 1 2 Ex h i b i t D 14 .      Th i s   O P C   a s s u m e s   t h a t   t h e   p r o p o s e d   C i t y   o f   A n n a   w a t er l i n e s   a n d   s t o r a g e   s y s t e m   w i l l   p r o v i d e   s u f f i c i e n t   pr e s s u r e   a n d   f i r e   f l o w   f o r   t h e   P r o j e c t .   N o   w a t e r   c a pa c i t y / p r e s s u r e / f i r e   f l o w   d e s i g n   o r   a n a l y s i s   h a s   b e en   p e r f o r m e d .     15 .      Th i s   O P C   a s s u m e s   t h a t   t h e r e   i s   n o   F E M A   f l o o d p l a i n   l oc a t i o n   w i t h i n   t h e   P r o j e c t   l i m i t s . 17 .      Th i s   O P C   a s s u m e s   t h e   C i t y   w i l l   n o t   r e q u i r e   t h e   P r o j ec t   t o   d e t a i n   f o r   t h e   a d j a c e n t   p r o p e r t i e s   t h a t   c u r r en t l y   f l o w   t h r o u g h   t h e   p r o p e r t y   w i t h o u t   d e t e n t i o n .     18 .   E r o s i o n   c o n t r o l   h a s   n o t   y e t   b e e n   i n s t a l l e d   i n   P ha s e   1   a n d   t h u s   t h e   p r e l i m i n a r y   e s t i m a t e s   m a y   b e   g r ea t e r   o r   f e w e r   t h a n   t h e   f i n a l   " a s - b u i l t "   c o s t s . 19 .   S t o r m   T V   T e s t i n g   h a s   n o t   y e t   b e e n   c o m p l e t e d   a n d  t h u s   s a i d   l i n e   i t e m   i s   a   p r e l i m i n a r y   e s t i m a t e   a n d   ma y   b e   g r e a t e r   o r   f e w e r   t h a n   t h e   f i n a l   " a s - b u i l t "   c os t . 21 .      Th i s   O P C   a s s u m e s   t h a t   C R   3 7 1   w i l l   b e   c o n s t r u c t e d   w i th   P h a s e   1   a n d   W e s t   C r o s s i n g   B l v d   w i l l   b e   c o n s t r u c t ed   w i t h   P h a s e   2 . 22 .   F i n a l   G e o t e c h n i c a l   R e p o r t   c o s t   h a s   n o t   b e e n   c o n fi r m e d   w i t h   U E S   a n d   t h u s   m a y   b e   g r e a t e r   o r   l e s s   t h a n  t h e   f u t u r e   f i n a l   c o s t . 23 .      Th i s   O P C   i n c l u d e s   a n   1 0 ’   H i k e   a n d   B i k e   T r a i l   t h r o u g h ou t   t h e   P r o j e c t   a s   s h o w n   o n   t h e   c o n c e p t   p l a n .     W i d t h  i s   i n t e n d e d   t o   m a t c h   C i t y   o f   A n n a   H i k e   a n d   B i k e   T ra i l   r e q u i r e m e n t s   b u t   h a s   n o t   b e e n   c o n f i r m e d   w i t h   t he   C i t y   o f   A n n a . 24 .      Th i s   O P C   a s s u m e s   a   5 ’   s i d e w a l k   w i l l   b e   u t i l i z e d   o n   a rt e r i a l   a n d   r e s i d e n t i a l   r o a d s   t h a t   a r e   n o t   u t i l i z i n g  t h e   H i k e   a n d   B i k e   T r a i l . 25 .      Th i s   O P C   a s s u m e s   u t i l i t y   l i n e   s i z i n g   f o r   t h e   P r o j e c t  o f   8 ”   w a t e r l i n e s   a n d   8 ” / 1 0 ”   w a s t e w a t e r   l i n e s .   T h i s  O P C   a s s u m e s   t h a t   t h e   C i t y   w i l l   n o t   r e q u i r e   a n y   u p si z i n g   a s   a   p a r t   o f   t h i s   P r o j e c t .     26 .      Th i s   O P C   a s s u m e s   t h a t   r e l o c a t i o n   o f   e x i s t i n g   o f f s i t e  1 2 ”   w a t e r l i n e s   w i l l   n o t   b e   r e q u i r e d   f o r   t h i s   P r o j ec t . 27 .      Th i s   O P C   a s s u m e s   a   D e v e l o p e r ’ s   a l l o w a n c e   f o r   l a n d s c a pi n g ,   o p e n   s p a c e   i m p r o v e m e n t s ,   a n d   e n t r y   f e a t u r e s   f o r  P h a s e   2 .   P h a s e   1   l a n d s c a p e   b i d   f o r m s   a r e   u t i l i z e d   in   t h i s   O P C 28 .      Pe r   d i r e c t i o n   o f   t h e   C l i e n t ,   t h i s   O P C   d o e s   n o t   i n c l u de   c o s t s   a s s o c i a t e d   w i t h   s t r e e t   l i g h t s   f o r   W e s t   C r o ss i n g   B l v d   a n d   C o u n t y   R o a d   3 7 1 . 29 .      Th i s   O P C   i n c l u d e s   s c r e e n i n g   a l o n g   t h e   r e s i d e n t i a l   l ot s   s i d i n g   t o   C o u n t y   R o a d   3 7 1   a n d   W e s t   C r o s s i n g   B o u le v a r d . 30 .      Th i s   O P C   i n c l u d e s   a n   a l l o w a n c e   f o r   a   p l a y g r o u n d   i n   Ph a s e   1   b a s e d   o n   d i r e c t i o n   g i v e n   b y   t h e   C l i e n t . 31 .      Th i s   O P C   a s s u m e s   t h a t   n o   i m p o r t / e x p o r t   o f   m a t e r i a l   wi l l   b e   n e c e s s a r y   f o r   t h e   o n s i t e   o r   o f f s i t e   i n f r a s t ru c t u r e . 32 .      Th e   f o l l o w i n g   f e e s ,   w h i c h   a r e   i n c l u d e d   i n   t h e   O P C ,   a r e  a s s u m e d   o r   a r e   b a s e d   u p o n   c u r r e n t   p u b l i s h e d   C i t y   of   A n n a   o r d i n a n c e s   a n d   h a v e   n o t   b e e n   c o n f i r m e d : a.              Ci t y   o f   A n n a   I n s p e c t i o n   F e e s   ( 4 %   o f   P u b l i c   I m p r o v e m en t   C o s t ) b.              Ci t y   o f   A n n a   E n g i n e e r i n g   P l a n   R e v i e w   F e e   A l l o w a n c e   ($ 2 5 0   + $ 1 0 / a c r e   o f   t h e   P r o j e c t   r e q u i r e d   w i t h   e v e r y   su b m i t t a l   a n d   a s s u m e s   4   r e v i e w s   w i l l   b e   n e c e s s a r y ) c.              Ci t y   o f   A n n a   P l a t   F e e s   f o r   S u b d i v i s i o n s d.              Ci t y   o f   A n n a   P a r k l a n d   f e e   i n   l i e u   o f   C i t y   p a r k   d e d i ca t i o n 33 .      Th e   O P C   d o e s   N O T   i n c l u d e   c o s t   a s s o c i a t e d   w i t h   t h e   f ol l o w i n g :           a.              La n d   a c q u i s i t i o n   c o s t ,   f i n a n c i n g ,   i n t e r e s t ,   m a r k e t i n g ,   sa l e s ,   H O A   s u p p o r t ,   m a i n t e n a n c e ,   o v e r h e a d ,   i n s u r a n c e ,   l e ga l   f e e s ,   e t c . b.              Ri g h t - o f - w a y   a n d   e a s e m e n t   a c q u i s i t i o n   c o s t s . c.              Wa t e r ,   S e w e r ,   o r   R o a d w a y   I m p a c t   F e e s d.              De v e l o p m e n t   m a n a g e m e n t / c o n s t r u c t i o n   m a n a g e m e n t .                e.              En v i r o n m e n t a l   S i t e   A s s e s s m e n t s . f.                Tr a f f i c   S i g n a l   I m p r o v e m e n t s   p e r   d i r e c t i o n   o f   t h e   C l ie n t . g.              Co s t s   a s s o c i a t e d   w i t h   t h e   c r e a t i o n ,   o p e r a t i o n ,   a n d   m a na g e m e n t   o f   s p e c i a l   f i n a n c i n g   d i s t r i c t s . h.              In s t a l l a t i o n / r e l o c a t i o n   o f   f r a n c h i s e   u t i l i t i e s   p e r   di r e c t i o n   f r o m   t h e   C l i e n t . 34 .      Th i s   O P C   d o e s   n o t   i n c l u d e   r e i m b u r s e m e n t s ,   f e e   c r e d i t s,   w a i v e r s ,   c o s t   p a r t i c i p a t i o n ,   o r   o t h e r   “ o f f - s e t t i n g ” /c o s t   r e c o v e r y   i t e m s . 35 .      Th i s   O P C   h a s   b e e n   p r e p a r e d   w i t h   l i m i t e d   i n f o r m a t i o n  a n d   i n   a   l i m i t e d   t i m e f r a m e .     I t e m s ,   q u a n t i t i e s ,   c o n d it i o n s ,   a n d   o t h e r   f a c t o r s   a r e   s u b j e c t   t o   d i s c o v e r y   a nd   c h a n g e   a s   m o r e   d e t a i l e d   p l a n n i n g ,   d e s i g n ,   a n d   a n a l ys i s   i s   p e r f o r m e d . 36 .      To t a l s   s h a l l   b e   c o n s i d e r e d   m o r e   r e l i a b l e   t h a n   s u b - t ot a l s ,   a n d   s u b - t o t a l s   s h a l l   b e   c o n s i d e r e d   m o r e   r e l i a bl e   t h a n   l i n e   i t e m s . 16 .      Th i s   O P C   a s s u m e s   d e t e n t i o n   w i l l   b e   n e c e s s a r y   a n d   t h at   a   D o w n s t r e a m   A s s e s s m e n t   w i l l   b e   r e q u i r e d   b y   t h e   Ci t y   o f   A n n a .   T h i s   O P C   a s s u m e s   t h a t   a   r e g i o n a l   d e t e nt i o n   p o n d   w i l l   b e   u t i l i z e d   a n d   t h a t   a   p o r t i o n   o f   t he   m u l t i f a m i l y   s i t e   w i l l   b e   a b l e   t o   fl o w   i n t o   t h e   P r o j e c t   w i t h o u t   d e t a i n i n g . 20 .      Th i s   O P C   a s s u m e s   W e s t   C r o s s i n g   a n d   C o u n t y   R o a d   3 7 1   wi l l   u t i l i z e   t h e   m i n o r   a r t e r i a l   r o a d w a y   s e c t i o n   a n d  t h i s   P r o j e c t   w i l l   o n l y   b e   r e q u i r e d   t o   d e d i c a t e   h a l f  o f   t h e   r i g h t - o f - w a y   a n d   c o n s t r u c t   h a l f   o f   t h e   p a v em e n t   s e c t i o n   a s   d i r e c t e d   b y   t h e   C i t y . 37 .      BE C A U S E   K I M L E Y - H O R N   I S   P R E P A R I N G   T H I S   O P C   B A S E D   O N   LI M I T E D   I N F O R M A T I O N ,   P R E L I M I N A R Y   D E S I G N   O R   N O   D E S I G N,   A N D   I N   A   L I M I T E D   T I M E F R A M E ;   A N D   B E C A U S E   K I M L E Y - H OR N   D O E S   N O T   C O N T R O L   T H E   C O S T   O F   L A B O R ,   M A T E R I A L S ,   EQ U I P M E N T   O R   SE R V I C E S   F U R N I S H E D   B Y   O T H E R S ;   A N D   D O E S   N O T   C O N T R O L   TH E   M E T H O D S   O F   D E T E R M I N I N G   P R I C E S ,   O R   C O M P E T I T I V E   B ID D I N G   O R   M A R K E T   C O N D I T I O N S ;   A N Y   O P I N I O N S   R E N D E R E D   AS   T O   C O S T S ,   I N C L U D I N G   B U T   N O T   L I M I T E D   T O   O P I N I O N S   AS   T O   T H E   C O S T S   O F   CO N S T R U C T I O N   A N D   M A T E R I A L S   S H A L L   B E   M A D E   O N   T H E   B A S IS   O F   I T S   E X P E R I E N C E   A N D   R E P R E S E N T   J U D G E M E N T   A S   A N   EX P E R I E N C E D   A N D   Q U A L I F I E D   P R O F E S S I O N A L   F A M I L I A R   W I T H  T H E   I N D U S T R Y .     K I M L E Y - H O R N   C A N N O T   A N D   D O E S   N O T   G U AR A N T E E   T H A T   PR O P O S A L S ,   B I D S   O R   A C T U A L   C O S T S   W I L L   N O T   V A R Y   F R O M   IT S   O P I N I O N S   O F   C O S T ,   D U E   T O   V A R I A N C E S   I N   I T E M S ,   Q U AN T I T I E S ,   O R   P R I C E . Pa g e 2 o f 1 2 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PUBLIC AC.10.5 10.5 A. CLEARING & EXCAVATION DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL CLEARING / GRUBBING AC $1,250.00 10.5 $13,125.00 10.5 $13,125.00 STREET / ROW EXCAVATION CY $3.00 14,874 $44,622.00 14,874 $44,622.00 ROCK EXCAVATION (ALLOWANCE) CY $8.00 2,588 $20,704.00 2,588 $20,704.00 CY $0.15 14,874 $2,231.10 14,874 $2,231.10 TOTAL CLEARING & EXCAVATION $80,682.10 $80,682.10 B. WATER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL 12" P.V.C. WATERLINE (INCLUDING FITTINGS) LF $110.00 0 $0.00 0 $0.00 12" GATE VALVE & BOX EA $2,500.00 0 $0.00 0 $0.00 8" P.V.C. WATERLINE (INCLUDING FITTINGS) LF $51.00 9,930 $506,430.00 9,930 $506,430.00 8" GATE VALVE & BOX EA $2,544.00 43 $109,392.00 43 $109,392.00 16" STEEL CASING PIPE LF $141.00 176 $24,816.00 176 $24,816.00 20" STEEL CASING PIPE LF $300.00 0 $0.00 0 $0.00 1" DOMESTIC WATER SERVICE EA $1,210.00 184 $222,640.00 184 $222,640.00 1" FUTURE DOMESTIC WATER SERVICE EA $1,338.00 8 $10,704.00 8 $10,704.00 2" DOMESTIC WATER SERVICE EA $2,570.00 1 $2,570.00 1 $2,570.00 12"X8" CUT IN TEE CONNECTION EA $5,968.00 2 $11,936.00 2 $11,936.00 12"X12" CUT IN TEE CONNECTION EA $6,500.00 0 $0.00 0 $0.00 2" AUTOMATIC FLUSH VALVE EA $7,253.00 5 $36,265.00 5 $36,265.00 4" PVC IRRIGATION SLEEVES LF $26.00 510 $13,260.00 510 $13,260.00 FIRE HYDRANT ASSEMBLY EA $8,209.00 20 $164,180.00 20 $164,180.00 CONNECT TO EXISTING STUB OUT EA $1,333.00 1 $1,333.00 1 $1,333.00 PROCESS, HAUL, & STOCKPILE TRENCH SPOILS WITHIN 1,500 L CY $4.00 1,900 $7,600.00 1,900 $7,600.00 TRENCH SAFETY LF $0.10 9,930 $993.00 9,930 $993.00 TESTING (PRESSURE TEST & CHLORINATION) LF $1.50 9,930 $14,895.00 9,930 $14,895.00 TESTING (GEOTECH) LF $3.26 10,032 $32,704.32 10,032 $32,704.32 BONDS % 2.00% $13,624.55 0 $13,624.55 INSPECTION FEE % 4.00% $1,127,014 $45,080.56 1,127,014 $45,080.56 TOTAL WATER $1,218,423.43 $1,218,423.43 C. SEWER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL LF $69.00 7,135 $492,315.00 7,135 $492,315.00 LF $77.00 2,315 $178,255.00 2,315 $178,255.00 LF $75.00 0 $0.00 0 $0.00 LF $86.00 0 $0.00 0 $0.00 8" CLEANOUT EA $1,500.00 0 $0.00 0 $0.00 4' DIAMETER MANHOLE EA $7,646.00 41 $313,486.00 41 $313,486.00 ADDITIONAL SAN. DEPTH (1' PER VF) VF $2.50 0 $0.00 0 $0.00 ADDITIONAL MANHOLE DEPTH (>8') VF $140.00 0 $0.00 0 $0.00 4" SERVICE EA $1,265.00 184 $232,760.00 184 $232,760.00 4" FUTURE SERVICE EA $1,544.00 8 $12,352.00 8 $12,352.00 4" SERVICE HOT TAP EA $2,500.00 0 $0.00 0 $0.00 CONNECT TO EXISTING MANHOLE (CORE INTO) EA $2,651.00 1 $2,651.00 1 $2,651.00 CONNECT TO EXIST. SEWERLINE EA $5,000.00 0 $0.00 0 $0.00 END AND PLUG FOR FUTURE CONNECTION EA $1,296.00 2 $2,592.00 2 $2,592.00 CONCRETE ENCASEMENT LF $101.00 50 $5,050.00 50 $5,050.00 CSS ENCASEMENT LF $96.00 260 $24,960.00 260 $24,960.00 PROCESS, HAUL, & STOCKPILE TRENCH SPOILS WITHIN 1,500 L CY $4.00 2,000 $8,000.00 2,000 $8,000.00 TRENCH SAFETY LF $0.10 9,450 $945.00 9,450 $945.00 TV TESTING LF $1.50 9,450 $14,175.00 9,450 $14,175.00 TESTING (GEOTECH) LF $3.26 9,552 $31,139.52 9,552 $31,139.52 MANHOLE VACUUM TESTING EA $150.00 41 $6,150.00 41 $6,150.00 BONDS % 2.00% $13,624.55 0 $13,624.55 INSPECTION FEES % 4.00% $1,293,691 $51,747.64 1,293,691 $51,747.64 TOTAL SEWER $1,390,202.71 $1,390,202.71 PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST DIRECT PUBLIC IMPROVEMENTS Direct Public Improvements MARCH 13, 2026 THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT 1 TOTAL TESTING City of Anna, Collin County, Texas 1 TOTAL TOTAL1 8" SDR-26 P.V.C. SEWERLINE 10" SDR-26 P.V.C. SEWERLINE 10" SDR-35 P.V.C. SEWERLINE 8" SDR-35 P.V.C. SEWERLINE Page 3 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PUBLIC AC.10.5 10.5 PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST DIRECT PUBLIC IMPROVEMENTS Direct Public Improvements MARCH 13, 2026 THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT City of Anna, Collin County, Texas D. STORM SEWER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL LF $241.00 131 $31,571.00 131 $31,571.00 LF $283.00 89 $25,187.00 89 $25,187.00 LF $206.00 50 $10,300.00 50 $10,300.00 LF $166.00 389 $64,574.00 389 $64,574.00 30" CLASS III RCP LF $134.00 714 $95,676.00 714 $95,676.00 27" CLASS III RCP LF $123.00 288 $35,424.00 288 $35,424.00 LF $108.00 609 $65,772.00 609 $65,772.00 21" CLASS III RCP LF $97.00 154 $14,938.00 154 $14,938.00 18" CLASS III RCP LF $91.00 1,378 $125,398.00 1,378 $125,398.00 10'X4' RCB LF $747.00 870 $649,890.00 870 $649,890.00 10'X4' GASKETED RCB LF $835.00 106 $88,510.00 106 $88,510.00 6'X5' RCB LF $650.00 0 $0.00 0 $0.00 6'X4' RCB LF $497.00 1,014 $503,958.00 1,014 $503,958.00 6'X3' RCB LF $450.00 0 $0.00 0 $0.00 5'X4' RCB LF $362.00 78 $28,236.00 78 $28,236.00 5'X4' GASKETED RCB LF $397.00 92 $36,524.00 92 $36,524.00 5'X3' RCB LF $321.00 66 $21,186.00 66 $21,186.00 4'X4' RCB LF $298.00 48 $14,304.00 48 $14,304.00 4'X3' RCB LF $281.00 313 $87,953.00 313 $87,953.00 10' STANDARD CURB INLET EA $6,873.00 35 $240,555.00 35 $240,555.00 6'X6' WYE INLET EA $8,800.00 3 $26,400.00 3 $26,400.00 3'X3' JUNCTION BOX EA $4,740.00 1 $4,740.00 1 $4,740.00 4'X4' JUNCTION BOX EA $5,097.00 3 $15,291.00 3 $15,291.00 4'X4' JUNCTION BOX W/ LADDER EA $5,297.00 1 $5,297.00 1 $5,297.00 5'X5' JUNCTION BOX EA $6,500.00 0 $0.00 0 $0.00 6'X6' JUNCTION BOX EA $9,400.00 1 $9,400.00 1 $9,400.00 7'X7' JUNCTION BOX EA $11,061.00 1 $11,061.00 1 $11,061.00 7'X7' JUNCTION BOX W/ LADDER EA $12,300.00 1 $12,300.00 1 $12,300.00 9'X9' JUNCTION BOX EA $30,000.00 0 $0.00 0 $0.00 12'X8' JUNCTION BOX EA $20,996.00 1 $20,996.00 1 $20,996.00 TYPE C HEADWALL EA $6,500.00 0 $0.00 0 $0.00 48" SLOPED-END HEADWALL EA $6,633.00 1 $6,633.00 1 $6,633.00 5'X3' TxDOT SW-0 HEADWALL EA $9,320.00 1 $9,320.00 1 $9,320.00 5'X4' TxDOT SW-0 HEADWALL EA $11,318.00 1 $11,318.00 1 $11,318.00 6'X3' TxDOT SW-0 HEADWALL EA $10,000.00 0 $0.00 0 $0.00 10'X4' TxDOT SW-0 HEADWALL EA $14,900.00 3 $44,700.00 3 $44,700.00 INSTALL MANHOLE RISER ON RCB EA $3,316.00 3 $9,948.00 3 $9,948.00 RIP RAP SY $130.00 0 $0.00 0 $0.00 POND OUTFALL STRUCTURE EA $30,000.00 0 $0.00 0 $0.00 REMOVE HEADWALL EA $2,000.00 0 $0.00 0 $0.00 REMOVE HEADWALL AND CONNECT TO EXISTING STORM EA $1,816.00 1 $1,816.00 1 $1,816.00 CONNECT TO EXISTING STORM EA $350.00 0 $0.00 0 $0.00 FLOWABLE FILL WATER STOP EA $2,566.00 3 $7,698.00 3 $7,698.00 IMPERVIOUS EMBEDMENT LF $91.00 328 $29,848.00 328 $29,848.00 CONSTRUCT CONCRETE OUTFALL WEIR EA $40,249.00 1 $40,249.00 1 $40,249.00 INSTALL FLEXAMAT SY $226.00 401 $90,626.00 401 $90,626.00 12" RIP-RAP GROUTED SY $200.00 219 $43,800.00 219 $43,800.00 PROCESS, HAUL, & STOCKPILE TRENCH SPOILS WITHIN 1500 L CY $4.00 7,286 $29,144.00 7,286 $29,144.00 INLET PROTECTION EA $400.00 35 $14,000.00 35 $14,000.00 TRENCH SAFETY LF $0.10 6,283 $628.30 6,283 $628.30 TV TESTING LF $2.00 6,283 $12,566.00 6,283 $12,566.00 TESTING (GEOTECH) LF $3.26 6,385 $20,815.10 6,385 $20,815.10 BONDS % 2.00% $13,624.55 0 $13,624.55 INSPECTION FEE % 4.00% $2,584,541 $103,381.64 2,584,541 $103,381.64 TOTAL STORM SEWER IMPROVEMENTS $2,735,556.59 $2,735,556.59 1 TOTAL 48" CLASS III GASKETED RCP 48" CLASS III RCP 42" CLASS III RCP 36" CLASS III RCP 24" CLASS III RCP Page 4 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PUBLIC AC.10.5 10.5 PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST DIRECT PUBLIC IMPROVEMENTS Direct Public Improvements MARCH 13, 2026 THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT City of Anna, Collin County, Texas E. PAVEMENT DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL SY $44.65 32,968 $1,472,021.20 32,968 $1,472,021.20 7" LIME STABILIZED SUBGRADE PREPARATION SY $3.05 34,335 $104,721.75 34,335 $104,721.75 HYDRATED LIME FOR STREET (36#/SY) TON $320.00 618 $197,760.00 618 $197,760.00 6' CURBED CONCRETE FLUME SY $181.65 75 $13,623.75 75 $13,623.75 CONCRETE SCUPPER PER PLANS LS $12,500.00 1 $12,500.00 1 $12,500.00 5' SIDEWALK SF $6.00 23,532 $141,192.00 23,532 $141,192.00 BARRIER FREE PEDESTRIAN RAMP EA $2,100.00 56 $117,600.00 56 $117,600.00 COMBO STREET-STOP SIGN EA $550.00 0 $0.00 0 $0.00 STREET SIGN EA $700.00 0 $0.00 0 $0.00 30" R1-1 STOP SIGN; INCLUDING DECORATIVE POLE EA $2,200.00 4 $8,800.00 4 $8,800.00 30" R1-1 STOP SIGN & STREET NAME BLADES; INCLUDING DECORATIVE POLEEA $2,640.00 1 $2,640.00 1 $2,640.00 STREET NAME BLADES SIGN; INCLUDING DECORATIVE POLE EA $2,310.00 1 $2,310.00 1 $2,310.00 30" R1-1 STOP SIGN; MOUNTED ON STREETLIGHT EA $970.00 15 $14,550.00 15 $14,550.00 STREET NAME BLADES SIGN; MOUNTED ON STREETLIGHT EA $1,210.00 18 $21,780.00 18 $21,780.00 24"X30" R2-1 SPEED LIMIT SIGN; INCLUDING POLE EA $2,200.00 2 $4,400.00 2 $4,400.00 TYPE III BARRICADE EA $1,925.00 5 $9,625.00 5 $9,625.00 PAVEMENT HEADER LF $15.00 155 $2,325.00 155 $2,325.00 REMOVE TYPE III BARRICADE & CONNECT TO EXISTING PAVEMENT EA $1,425.00 0 $0.00 0 $0.00 TRAFFIC CONTROL ALLOWANCE LS $10,000.00 1 $10,000.00 1 $10,000.00 TESTING ROADWAYS (GEOTECH) LF $3.35 10,645 $35,660.75 10,645 $35,660.75 TESTING SIDEWALK (GEOTECH) LF $2.12 3,468 $7,352.16 3,468 $7,352.16 BONDS $18,885.00 0 $18,885.00 INSPECTION FEE % 4.00% $2,135,849 $85,433.95 2,135,849 $85,433.95 TOTAL PAVEMENT $2,283,180.56 $2,283,180.56 F. EROSION CONTROL DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL SILT FENCE (PERIMETER) LF $2.00 8,593 $17,186.00 8,593 $17,186.00 CURLEX WITH SILT FENCE LF $2.00 12,942 $25,884.00 12,942 $25,884.00 SWPPP LS $1,310.00 1 $1,310.00 1 $1,310.00 EROSION CONTROL INSPECTION & MAINTENANCE LOT $50.00 184 $9,200.00 184 $9,200.00 . TOTAL EROSION CONTROL $53,580.00 $53,580.00 G. DISTRICT FORMATION & MISCELLANEOUS OTHER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL PLATTING FEE ($500 + $10/LOT) LOT $10.00 184 $2,340.00 184 $2,340.00 ENGINEERING REVIEW FEE ($250 + $10/AC) ASSUME 4 REVIEWS AC $10.00 11 $1,420.00 11 $1,420.00 ENGINEERING CONSTRUCTION DRAWING FEES LS $388,970.00 $388,970.00 $388,970.00 $388,970.00 ENGINEERING STAKING FEES LS $82,000.00 $82,000.00 $82,000.00 $82,000.00 DISTRICT FORMATION & MISCELLANEOUS OTHER LS $435,000.00 $435,000.00 $435,000.00 $435,000.00 TOTAL DISTRICT FORMATION & MISCELLANEOUS OTHER $909,730.00 $909,730.00 SUMMARY - DIRECT PUBLIC IMPROVEMENTS - CITY OF ANNA A. CLEARING & EXCAVATION $80,682.10 $80,682.10 B. WATER $1,218,423.43 $1,218,423.43 C. SEWER $1,390,202.71 $1,390,202.71 D. STORM SEWER $2,735,556.59 $2,735,556.59 E. PAVEMENT $2,283,180.56 $2,283,180.56 F. EROSION CONTROL $53,580.00 $53,580.00 G. DISTRICT FORMATION & MISCELLANEOUS OTHER $909,730.00 $909,730.00 SUB-TOTAL $8,671,355.39 $8,671,355.39 MISCELLANEOUS & CONTINGENCY (10%) $867,135.54 $867,135.54 TOTAL COST $9,538,490.93 $9,538,490.93 TOTAL 1 TOTAL 1 TOTAL1 TOTAL1 6" REINF. CONCRETE STREET PAVEMENT (4000 PSI, NO. 4 BARS ON 18" CENTERS BOTH WAYS, INCLUDING CURB & GUTTER) Page 5 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: MASTER AC.4.4 4.4 A. CLEARING & EXCAVATION DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL CLEARING / GRUBBING AC $1,000.00 4.4 $4,400.00 4.4 $4,400.00 CONSTRUCTION ENTRANCE EA $3,000.00 1 $3,000.00 1 $3,000.00 UNCLASSIFIED EXCAVATION CY $3.00 6,040 $18,120.00 6,040 $18,120.00 CY $0.15 6,040 $906.00 6,040 $906.00 TOTAL CLEARING & EXCAVATION 26,426 $26,426.00 B. PAVEMENT IMPROVEMENTS DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL FULL DEPTH ASPHALT REMOVAL SY $5.00 6,887 $34,435.00 6,887 $34,435.00 FULL DEPTH CONCRETE REMOVAL SY $10.00 0 $0.00 0 $0.00 8" REINFORCED CONCRETE PAVEMENT (CRCP) SY $143.90 260 $37,414.00 260 $37,414.00 4" TYPE "B" HMAC UNDERLAYMENT SY $63.75 276 $17,595.00 276 $17,595.00 2" TYPE "C" HOT MIX ASPHALITIC CONCRETE SY $30.65 856 $26,236.40 856 $26,236.40 6" TYPE "B" HOT MIX ASPHALITIC CONCRETE SY $76.65 856 $65,612.40 856 $65,612.40 SY $96.20 6,551 $630,206.20 6,551 $630,206.20 8" LIME STABILIZED SUBGRADE PREPARATION SY $5.75 7,232 $41,584.00 7,232 $41,584.00 HYDRATED LIME (36#/SY) TON $365.00 130 $47,523.00 130 $47,523.00 HYDRATED LIME (41#/SY) TON $365.00 20 $7,190.50 20 $7,190.50 5' SIDEWALK SY $60.00 0 $0.00 0 $0.00 10' CONCRETE TRAIL SF $7.00 12,920 $90,440.00 12,920 $90,440.00 BARRIER FREE PEDESTRIAN RAMP EA $2,100.00 0 $0.00 0 $0.00 PAVEMENT HEADER LF $15.00 25 $375.00 25 $375.00 TYPE III BARRICADE EA $1,925.00 1 $1,925.00 1 $1,925.00 REMOVE & DISPOSE STREET BARRICADE EA $1,425.00 0 $0.00 0 $0.00 SAWCUT 1' WIDTH AND CONNECT TO EXISTING PAVEMENT LF $20.00 144 $2,880.00 144 $2,880.00 30" R1-1 STOP SIGN & STREET NAME BLADES; INCLUDING DECORATIVE POLESEA $2,640.00 2 $5,280.00 2 $5,280.00 STREET NAME BLADES SIGN; INCLUDING DECORATIVE POLE EA $2,255.00 1 $2,255.00 1 $2,255.00 INSTALL TxDOT TYPE "E" HANDRAIL LF $175.00 100 $17,500.00 100 $17,500.00 18"X18" W13-1 SPEED SIGN; INCLUDING POLE EA $1,925.00 1 $1,925.00 1 $1,925.00 12" SOLID WHITE PAVEMENT STRIPING (90 MIL) LF $8.25 170 $1,402.50 170 $1,402.50 24" SOLID WHITE PAVEMENT STRIPING (90 MIL) LF $13.75 12 $165.00 12 $165.00 DOUBLE YELLOW LINE PAVEMENT STRIPING (90 MIL) LF $3.70 2,668 $9,871.60 2,668 $9,871.60 4" SOLID WHITE PAVEMENT STRIPING (90 MIL) LF $1.90 170 $323.00 170 $323.00 INSTALL 4" SQUARE TYPE II-A-A REFLECTOR 40' SEPARATION LS $620.00 1 $620.00 1 $620.00 LEFT TURN LANE LS $150,000.00 0 $0.00 0 $0.00 TRAFFIC CONTROL ALLOWANCE LS $15,000.00 1 $15,000.00 1 $15,000.00 PAVEMENT MARKING AND SIGNAGE ALLOWANCE LS $15,000.00 0 $0.00 0 $0.00 TESTING ROADWAY (GEOTECH) LF $3.35 2,180 $7,303.00 2,180 $7,303.00 TESTING SIDEWALK (GEOTECH) LF $2.12 1,867 $3,958.04 1,867 $3,958.04 BONDS $18,885.00 0 $18,885.00 INSPECTION FEE % 4.00% $1,057,759 $42,310.34 $1,057,759 $42,310.34 TOTAL PAVEMENT IMPROVEMENTS $1,130,214.98 $1,130,214.98 PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT Master Public Improvements MARCH 13, 2026 MASTER PUBLIC IMPROVEMENTS TOTAL 1 TOTAL TESTING 8" REINF. CONCRETE ARTERIAL PAVEMENT (4000 PSI, NO. 4 BARS ON 18" CENTERS BOTH WAYS, INCLUDING CURB & GUTTER) City of Anna, Collin County, Texas 1 Page 6 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: MASTER AC.4.4 4.4 PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT Master Public Improvements MARCH 13, 2026 MASTER PUBLIC IMPROVEMENTS City of Anna, Collin County, Texas C. STORM SEWER IMPROVEMENTS DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL LF $241.00 0 $0.00 0 $0 LF $208.00 180 $37,440.00 180 $37,440 LF $173.00 217 $37,541.00 217 $37,541 30" CLASS III RCP LF $128.00 24 $3,072.00 24 $3,072 27" CLASS III RCP LF $123.00 0 $0.00 0 $0 LF $108.00 185 $19,980.00 185 $19,980 21" CLASS III RCP LF $97.00 116 $11,252.00 116 $11,252 18" CLASS III RCP LF $91.00 1,018 $92,638.00 1,018 $92,638 6'X4' RCB LF $449.00 133 $59,717.00 133 $59,717 5'X4' RCB LF $374.00 25 $9,350.00 25 $9,350 4'X3' RCB LF $278.00 628 $174,584.00 628 $174,584 4'X2' DUAL RCB LF $497.00 260 $129,220.00 260 $129,220 4'X2' RCB LF $245.00 65 $15,925.00 65 $15,925 10' STANDARD RECESSED CURB INLET EA $7,208.00 8 $57,664.00 8 $57,664 4'X4' JUNCTION BOX EA $5,097.00 1 $5,097.00 1 $5,097 6'X6' JUNCTION BOX EA $8,850.00 2 $17,700.00 2 $17,700 8'X8' JUNCTION BOX W/ LADDER EA $15,855.00 1 $15,855.00 1 $15,855 12'X8' JUNCTION BOX EA $20,400.00 1 $20,400.00 1 $20,400 PLUG EA $550.00 0 $0.00 0 $0 24" TxDOT PW-0 HEADWALL EA $4,533.00 1 $4,533.00 1 $4,533 30" TxDOT PW-0 HEADWALL EA $5,707.00 1 $5,707.00 1 $5,707 5'X4' TxDOT PW-0 HEADWALL EA $25,129.00 1 $25,129.00 1 $25,129 4'X2' TxDOT PW-0 HEADWALL EA $4,252.00 1 $4,252.00 1 $4,252 3-4'X2' TxDOT PW-0 HEADWALL EA $10,216.00 1 $10,216.00 1 $10,216 12" RIP-RAP GROUTED EA $200.00 154 $30,800.00 154 $30,800 PROCESS, HAUL, & STOCKPILE TRENCH SPOILS WITHIN 1500 L CY $4.00 3,320 $13,280.00 3,320 $13,280 REMOVE AND DISPOSE OF EXISTING CULVERT & HEADWALL EA $1,500.00 2 $3,000.00 2 $3,000 CONNECT TO EXISTING STORM EA $350.00 0 $0.00 0 $0 INLET PROTECTION EA $400.00 8 $3,200.00 8 $3,200 ADDITIONAL MOBILIZATION FOR LINDSEY LANE EA $15,000.00 1 $15,000.00 1 $15,000 TRAFFIC CONTROL FOR LINDSEY LANE EA $16,500.00 1 $16,500.00 1 $16,500 TRENCH SAFETY LF $0.10 2,851 $285.10 2,851 $285.10 TV TESTING LF $2.00 2,851 $5,702.00 2,851 $5,702.00 TESTING (INCLUDING GEOTECH) LF $3.26 2,951 $9,620.26 2,951 $9,620.26 BONDS $13,625.00 0 $13,625.00 INSPECTION FEE % 4.00% $807,552 $32,302.08 807,552 $32,302.08 TOTAL STORM SEWER IMPROVEMENTS $900,586.44 $900,586.44 D. MISCELLANEOUS & OTHER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL ENGINEERING REVIEW FEE ($250 + $10/AC) ASSUME 4 REVIEWS AC $10.00 4 $1,176.00 4 $1,176.00 ENGINEERING CONSTRUCTION DRAWING FEES LS $53,500.00 $53,500.00 $53,500.00 $53,500.00 ENGINEERING STAKING FEES LS $24,600.00 $24,600.00 $24,600.00 $24,600.00 TOTAL MISCELLANEOUS & OTHER $79,276.00 $79,276.00 A. CLEARING & EXCAVATION $26,426.00 $26,426.00 B. OFF-SITE PAVEMENT IMPROVEMENTS $1,130,214.98 $1,130,214.98 C. STORM SEWER IMPROVEMENTS $900,586.44 $900,586.44 D. MISCELLANEOUS & OTHER $79,276.00 $79,276.00 SUB-TOTAL $2,136,503.42 $2,136,503.42 MISCELLANEOUS & CONTINGENCY (10%) $213,650.34 $213,650.34 TOTAL COST $2,350,153.77 $2,350,153.77 TOTAL 1 TOTAL 48" CLASS III RCP 36" CLASS III RCP 24" CLASS III RCP 42" CLASS III RCP 1 Page 7 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PRIVATE AREA AC.35.6 35.6 A. CLEARING & EXCAVATION DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL CLEARING / GRUBBING AC $1,250.00 37.8 $47,250 37.8 $47,250 CONSTRUCTION ENTRANCE EA $3,000.00 1 $3,000 1 $3,000 LOT / BLOCK EXCAVATION CY $3.00 49,794 $149,382 49,794 $149,382 ROCK EXCAVATION (ALLOWANCE) CY $8.00 8,662 $69,296 8,662 $69,296 OPEN SPACE FINAL GRADING LS $5,000.00 0 $0 0 $0 ROUGH LOT GRADING EA $300.00 184 $55,200 184 $55,200 FINAL LOT GRADING EA $350.00 184 $64,400 184 $64,400 5' MOISTURE CONDITIONING AND POLY LINER LOT $3,100.00 0 $0 0 $0 5' MOISTURE CONDITIONING OVER EXCAVATION LOT $1,500.00 10 $15,000 10 $15,000 6 MIL POLY LINER LOT $450.00 51 $22,950 51 $22,950 CONSTRUCTION MATERIALS TESTING LOT $236.31 184 $43,481 184 $43,481 TOTAL CLEARING & EXCAVATION $469,959.04 $469,959.04 B. RETAINING WALLS DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL RETAINING WALL (PHASE 1) LS $227,811.00 1 $227,811 1 $227,811 RETAINING WALL (PHASE 2) LOT $2,500.00 0 $0 0 $0 TOTAL RETAINING WALLS $227,811.00 $227,811.00 C. EROSION CONTROL DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL OVERSEED LOTS AC $400.00 36 $14,240 36 $14,240 EROSION CONTROL INSPECTION & MAINTENANCE LOT $50.00 184 $9,200 184 $9,200 . TOTAL EROSION CONTROL $23,440.00 $23,440.00 1 TOTAL 1 TOTAL 1 TOTAL Private Improvements City of Anna, Collin County, Texas PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT PRIVATE IMPROVEMENTS MARCH 13, 2026 Page 8 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PRIVATE AREA AC.35.6 35.6 Private Improvements City of Anna, Collin County, Texas PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT PRIVATE IMPROVEMENTS MARCH 13, 2026 D. AMENITIES, LANDSCAPE, & SCREENING DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL ENTRY OPEN SPACE AND AMENITY CENTER LANDSCAPED ENTRY ALLOWANCE (MAJOR) EA $200,000.00 0 $0.00 0 $0.00 LANDSCAPED ENTRY ALLOWANCE (MINOR) EA $100,000.00 0 $0.00 0 $0.00 PERIMETER LANDSCAPE LF $75.00 0 $0.00 0 $0.00 SCREEN FENCE WITH MASONRY COLUMNS LF $180.00 0 $0.00 0 $0.00 PARK FEE IN LIEU OF DEDICATION ($600/LOT) LOT $600.00 184 $110,400.00 184 $110,400.00 OPEN SPACE IMPROVEMENTS ALLOWANCE LS $250,000.00 0 $0.00 0 $0.00 PERMITS LS $1,700.00 1 $1,700.00 1 $1,700.00 ENGINEERING INSPECTIONS LS $2,850.00 1 $2,850.00 1 $2,850.00 SITE FACILITIES LS $1,368.00 1 $1,368.00 1 $1,368.00 8'-0" HEIGHT MAIN ENTRY SIGN (RE:HS9) EA $59,910.00 2 $119,820.00 2 $119,820.00 7'-0" HEIGHT MINOR ENTRY SIGN (RE:3&4/HS10) EA $41,028.00 2 $82,056.00 2 $82,056.00 SIGN LIGHTING TO INCLUDE (8) SIGN LIGHTS FOR MAIN & MINOR ENTRYLS $29,645.00 1 $29,645.00 1 $29,645.00 2'-0" HEIGHT STONE ACCENT WALL (RE:1/HS10) LF $220.00 104 $22,880.00 104 $22,880.00 7'-0" HEIGHT STONE COLUMN AT GRADE (RE: 6/HS11) EA $1,757.00 11 $19,327.00 11 $19,327.00 7'-0" HEIGHT STONE COLUMN ATOP RETAINING WALL (RE: 3/HS12)EA $1,942.00 2 $3,884.00 2 $3,884.00 6'-0" HEIGHT BRICK THINWALL AT GRADE (RE: 1,2,3,4 &5/HS11) LF $112.00 1,871 $209,552.00 1,871 $209,552.00 6'-0" HEIGHT BRICK THINWALL ATOP RETAINING WALL (RE:1&2/HS12)LF $121.00 90 $10,890.00 90 $10,890.00 FURNISH & INSTALL CEDAR SHADE STRUCTURE (RE:HS13) LS $30,200.00 1 $30,200.00 1 $30,200.00 FURNISH & INSTALL MAGLIN TABLES (RE:1/HS15) EA $4,576.00 2 $9,152.00 2 $9,152.00 FURNISH & INSTALL MAGLIN BENCH (RE:2/HS15) EA $2,730.00 8 $21,840.00 8 $21,840.00 FURNISH & INSTALL MAGLIN TRASH RECEPTACLE (RE:3/HS15) EA $2,216.00 6 $13,296.00 6 $13,296.00 FINE GRADING AND DRAINAGE SYSTEM INSTALLATION LS $21,090.00 1 $21,090.00 1 $21,090.00 PLAYGROUND EQUIPMENT - SURFACING, ADA CONC RAMP, 8' WIDE CONCLS $157,435.00 1 $157,435.00 1 $157,435.00 FURNISH & INSTALL POND FOUNDATION (RE:HS16) LS $18,433.00 1 $18,433.00 1 $18,433.00 ELECTRIC PEDESTAL INSTALL, POND FOUNDATION CONNECTION, IRRIGATION CONTROLLERLS $15,520.00 1 $15,520.00 1 $15,520.00 HAUL OFF ALL SPOILS LS $2,850.00 1 $2,850.00 1 $2,850.00 0 FINE GRADING LS $14,650.00 1 $14,650.00 1 $14,650.00 BED PREPARATION, HARDWOOD MULCH & MISCELLANEOUS LS $16,810.00 1 $16,810.00 1 $16,810.00 4" BENDA BOARD EDGING AND TREE STAKING LS $12,795.00 1 $12,795.00 1 $12,795.00 3" CALIPER LIVE OAK EA $450.00 28 $12,600.00 28 $12,600.00 3" CALIPER SHUMARD OAK EA $450.00 19 $8,550.00 19 $8,550.00 3" CALIPER CEDAR ELM EA $336.00 42 $14,112.00 42 $14,112.00 3" CALIPER CHINESE PISTACHE EA $450.00 11 $4,950.00 11 $4,950.00 3" CALIPER BALD SYPRESS EA $427.00 23 $9,821.00 23 $9,821.00 2" CALIPER TEXAS REDBUD EA $370.00 18 $6,660.00 18 $6,660.00 2" CALIPER MEXICAN PLUM EA $336.00 11 $3,696.00 11 $3,696.00 7 GALLON EDWARD GOUCHER ABELIA EA $56.00 57 $3,192.00 57 $3,192.00 7 GALLON PURPLE DIAMOND LOROPETALUM EA $77.00 60 $4,620.00 60 $4,620.00 7 GALLON GLOSSY ABELIA EA $56.00 11 $616.00 11 $616.00 3 GALLON SUNSHINE LIGUSTRUM EA $35.00 68 $2,380.00 68 $2,380.00 3 GALLON MORNING LIGHT MISCANTHUS EA $25.00 18 $450.00 18 $450.00 3 GALLON DWARF WAX MYRTLE EA $32.00 76 $2,432.00 76 $2,432.00 3 GALLON SHORE JUNIPER EA $27.00 248 $6,696.00 248 $6,696.00 1 GALLON LITTLE BUNNY DWARF FOUNTAIN GRASS EA $10.00 961 $9,610.00 961 $9,610.00 1 GALLON WEEPING LOVE GRASS EA $10.00 1,310 $13,100.00 1,310 $13,100.00 4" POT ANNUAL COLOR EA $2.25 2,415 $5,433.75 2,415 $5,433.75 COMMNON BERMUDA GRASS SOLID SOD SF $0.44 257,045 $113,099.80 257,045 $113,099.80 PERMENANT IRRIGATION LS $200,000.00 1 $200,000.00 1 $200,000.00 1-1/2" IRRIGATION WATER SERVICE EA $2,096.00 2 $4,192 2 $4,192 1" IRRIGATION WATER SERVICE EA $1,380.00 3 $4,140 3 $4,140 SINGLE IRRIGATION SERVICE EA $2,500.00 0 $0.00 0 $0.00 TOTAL AMENITIES, LANDSCAPE, & SCREENING $1,378,793.55 $1,378,793.55 TOTAL1 Page 9 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PRIVATE AREA AC.35.6 35.6 Private Improvements City of Anna, Collin County, Texas PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT PRIVATE IMPROVEMENTS MARCH 13, 2026 E. MISCELLANEOUS & OTHER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL TREE MITIGATION ALLOWANCE (PER CLIENT) LS $180,000.00 0 $0.00 0 $0.00 FINAL GEOTECHNICAL REPORT ALLOWANCE LS $50,000.00 1 $50,000.00 1 $50,000.00 ENGINEERING PLAN REVEW FEE ($250+$10/AC) AC $10.00 36 $2,424.00 36 $2,424.00 LANDSCAPE CONSULTING FEES LS $49,360.00 1 $49,360.00 1 $49,360.00 ENGINEERING CONSTRUCTION DRAWING FEES LS $15,000.00 $15,000.00 $15,000.00 $15,000.00 ENGINEERING STAKING FEES LS $89,500.00 $89,500.00 $89,500.00 $89,500.00 TOTAL MISCELLANEOUS & OTHER $206,284.00 $206,284.00 SUMMARY - PRIVATE IMPROVEMENTS - CITY OF ANNA A. CLEARING & EXCAVATION $469,959.04 $469,959.04 B. RETAINING WALLS $227,811.00 $227,811.00 C. EROSION CONTROL $23,440.00 $23,440.00 D. AMENITIES, LANDSCAPE, & SCREENING $1,378,793.55 $1,378,793.55 E. MISCELLANEOUS & OTHER $206,284.00 $206,284.00 SUB-TOTAL $2,306,287.59 $2,306,287.59 MISCELLANEOUS & CONTINGENCY (10%) $230,628.76 $230,628.76 TOTAL COST $2,536,916.35 $2,536,916.35 TOTAL 1 TOTAL 1 Page 10 of 12 1 TOTAL PROJECT NAME: CREATED BY:BJL NO. OF LOTS:184 184 CITY: CHECKED BY:SCT/JMK GROSS AC.51 51 REVISED BY: PRIVATE AREA AC.35.6 35.6 A. MISCELLANEOUS & OTHER DESCRIPTION UNIT UNIT PRICE QUANTITY TOTAL QUANTITY TOTAL OVERSIZING SEWER LINE ADDITIONAL COST LS $16,317.00 1 $16,317 1 $16,317 TOTAL OVERSIZING SEWER LINE ADDITIONAL COST $16,317.00 $16,317.00 SUMMARY - OVERSIZING COSTS - CITY OF ANNA A. MISCELLANEOUS & OTHER $16,317 $16,317 SUB-TOTAL $16,317 $16,317 MISCELLANEOUS & CONTINGENCY (10%) N/A N/A TOTAL COST $16,317.00 $16,317.00 City of Anna, Collin County, Texas PRELIMINARY OPINION OF PROBABLE CONSTRUCTION COST THE CITY OF ANNA - PROPOSED PUBLIC IMPROVEMENT DISTRICT OVERSIZING SEWER LINE ADDITIONAL COSTS MARCH 13, 2026 Private Improvements 1 TOTAL 1 TOTAL Page 11 of 12 THE LANDING PUBLIC IMPROVEMENT DISTRICT PRELIMINARY SERVICE AND ASSESSMENT PLAN 74 APPENDIX B – BUYER DISCLOSURES Forms of the buyer disclosures for the following Lot Types are found in this appendix: Improvement Area #1  Initial Parcel  Lot Type 1  Lot Type 2  Lot Type 3 [Remainder of page left intentionally blank.] THE LANDING PUBLIC IMPROVEMENT DISTRICT - IMPROVEMENT AREA #1 INITIAL PARCEL BUYER DISCLOSURE 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 __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 INITIAL PARCEL PRINCIPAL ASSESSMENT : $9,659,000.00 As the purchaser of the real property described above, you are obligated to pay assessments to 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 Landing 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 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. 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. ______________ 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. STATE OF TEXAS § § COUNTY OF _______ § 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. STATE OF TEXAS § § COUNTY OF ________ § 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 Installment Due 1/31 Principal Interest[a]Additional Interest Annual Collection Costs Total Annual Installment Due[b] 2027 101,000$ 583,162$ 48,295$ 40,000$ 772,457$ 2028 134,000$ 549,585$ 47,790$ 40,800$ 772,175$ 2029 141,000$ 541,880$ 47,120$ 41,616$ 771,616$ 2030 150,000$ 533,773$ 46,415$ 42,448$ 772,636$ 2031 158,000$ 525,148$ 45,665$ 43,297$ 772,110$ 2032 167,000$ 516,063$ 44,875$ 44,163$ 772,101$ 2033 177,000$ 506,460$ 44,040$ 45,047$ 772,547$ 2034 187,000$ 496,283$ 43,155$ 45,947$ 772,385$ 2035 197,000$ 485,530$ 42,220$ 46,866$ 771,616$ 2036 209,000$ 474,203$ 41,235$ 47,804$ 772,241$ 2037 221,000$ 462,185$ 40,190$ 48,760$ 772,135$ 2038 234,000$ 449,478$ 39,085$ 49,735$ 772,297$ 2039 247,000$ 436,023$ 37,915$ 50,730$ 771,667$ 2040 262,000$ 421,820$ 36,680$ 51,744$ 772,244$ 2041 277,000$ 406,755$ 35,370$ 52,779$ 771,904$ 2042 293,000$ 390,828$ 33,985$ 53,835$ 771,647$ 2043 311,000$ 373,980$ 32,520$ 54,911$ 772,411$ 2044 329,000$ 356,098$ 30,965$ 56,010$ 772,072$ 2045 348,000$ 337,180$ 29,320$ 57,130$ 771,630$ 2046 369,000$ 317,170$ 27,580$ 58,272$ 772,022$ 2047 391,000$ 295,953$ 25,735$ 59,438$ 772,125$ 2048 414,000$ 273,470$ 23,780$ 60,627$ 771,877$ 2049 439,000$ 249,665$ 21,710$ 61,839$ 772,214$ 2050 465,000$ 224,423$ 19,515$ 63,076$ 772,013$ 2051 493,000$ 197,685$ 17,190$ 64,337$ 772,212$ 2052 522,000$ 169,338$ 14,725$ 65,624$ 771,687$ 2053 554,000$ 139,323$ 12,115$ 66,937$ 772,374$ 2054 587,000$ 107,468$ 9,345$ 68,275$ 772,088$ 2055 622,000$ 73,715$ 6,410$ 69,641$ 771,766$ 2056 660,000$ 37,950$ 3,300$ 71,034$ 772,284$ Total 9,659,000$ 10,932,587$ 948,245$ 1,622,723$ 23,162,555$ Footnotes: [b] 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. [a] Interest is calculated at a 5.75% rate for illustrative purposes. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 INITIAL PARCEL THE LANDING PUBLIC IMPROVEMENT DISTRICT - IMPROVEMENT AREA #1 LOT TYPE 1 BUYER DISCLOSURE 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 __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $45,544.97 As the purchaser of the real property described above, you are obligated to pay assessments to 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 Landing 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 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. 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. ______________ 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. STATE OF TEXAS § § COUNTY OF _______ § 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. STATE OF TEXAS § § COUNTY OF ________ § 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 Installment Due 1/31 Principal Interest[a]Additional Interest Annual Collection Costs Total Annual Installment Due[b] 2027 476.24$ 2,749.78$ 227.72$ 188.61$ 3,642.36$ 2028 631.85$ 2,591.45$ 225.34$ 192.38$ 3,641.03$ 2029 664.86$ 2,555.12$ 222.18$ 196.23$ 3,638.39$ 2030 707.29$ 2,516.89$ 218.86$ 200.16$ 3,643.20$ 2031 745.02$ 2,476.22$ 215.32$ 204.16$ 3,640.72$ 2032 787.45$ 2,433.38$ 211.60$ 208.24$ 3,640.68$ 2033 834.61$ 2,388.11$ 207.66$ 212.41$ 3,642.78$ 2034 881.76$ 2,340.12$ 203.49$ 216.66$ 3,642.02$ 2035 928.91$ 2,289.41$ 199.08$ 220.99$ 3,638.39$ 2036 985.50$ 2,236.00$ 194.43$ 225.41$ 3,641.34$ 2037 1,042.08$ 2,179.34$ 189.51$ 229.92$ 3,640.84$ 2038 1,103.38$ 2,119.42$ 184.30$ 234.51$ 3,641.61$ 2039 1,164.68$ 2,055.97$ 178.78$ 239.21$ 3,638.63$ 2040 1,235.41$ 1,989.00$ 172.96$ 243.99$ 3,641.35$ 2041 1,306.14$ 1,917.97$ 166.78$ 248.87$ 3,639.75$ 2042 1,381.58$ 1,842.86$ 160.25$ 253.85$ 3,638.54$ 2043 1,466.45$ 1,763.42$ 153.34$ 258.92$ 3,642.14$ 2044 1,551.33$ 1,679.10$ 146.01$ 264.10$ 3,640.54$ 2045 1,640.92$ 1,589.90$ 138.25$ 269.38$ 3,638.46$ 2046 1,739.94$ 1,495.55$ 130.05$ 274.77$ 3,640.31$ 2047 1,843.68$ 1,395.50$ 121.35$ 280.27$ 3,640.79$ 2048 1,952.13$ 1,289.49$ 112.13$ 285.87$ 3,639.62$ 2049 2,070.01$ 1,177.24$ 102.37$ 291.59$ 3,641.21$ 2050 2,192.61$ 1,058.22$ 92.02$ 297.42$ 3,640.27$ 2051 2,324.64$ 932.14$ 81.06$ 303.37$ 3,641.20$ 2052 2,461.38$ 798.48$ 69.43$ 309.44$ 3,638.73$ 2053 2,612.27$ 656.95$ 57.13$ 315.63$ 3,641.97$ 2054 2,767.87$ 506.74$ 44.06$ 321.94$ 3,640.62$ 2055 2,932.91$ 347.59$ 30.23$ 328.38$ 3,639.10$ 2056 3,112.09$ 178.95$ 15.56$ 334.94$ 3,641.54$ Total 45,544.97$ 51,550.31$ 4,471.25$ 7,651.61$ 109,218.14$ Footnotes: [a] Interest is calculated at a 5.75% rate for illustrative purposes. [b] 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. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 1 THE LANDING PUBLIC IMPROVEMENT DISTRICT - IMPROVEMENT AREA #1 LOT TYPE 2 BUYER DISCLOSURE 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 __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $54,827.24 As the purchaser of the real property described above, you are obligated to pay assessments to 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 Landing 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 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. 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. ______________ 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. STATE OF TEXAS § § COUNTY OF _______ § 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. STATE OF TEXAS § § COUNTY OF ________ § 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 Installment Due 1/31 Principal Interest[a]Additional Interest Annual Collection Costs Total Annual Installment Due[b] 2027 573.30$ 3,310.19$ 274.14$ 227.05$ 4,384.69$ 2028 760.62$ 3,119.60$ 271.27$ 231.59$ 4,383.09$ 2029 800.36$ 3,075.87$ 267.47$ 236.22$ 4,379.91$ 2030 851.44$ 3,029.84$ 263.46$ 240.95$ 4,385.70$ 2031 896.85$ 2,980.89$ 259.21$ 245.77$ 4,382.72$ 2032 947.94$ 2,929.32$ 254.72$ 250.68$ 4,382.66$ 2033 1,004.70$ 2,874.81$ 249.98$ 255.70$ 4,385.19$ 2034 1,061.47$ 2,817.04$ 244.96$ 260.81$ 4,384.28$ 2035 1,118.23$ 2,756.01$ 239.65$ 266.03$ 4,379.91$ 2036 1,186.34$ 2,691.71$ 234.06$ 271.35$ 4,383.46$ 2037 1,254.46$ 2,623.49$ 228.13$ 276.77$ 4,382.86$ 2038 1,328.25$ 2,551.36$ 221.86$ 282.31$ 4,383.78$ 2039 1,402.04$ 2,474.99$ 215.22$ 287.96$ 4,380.20$ 2040 1,487.19$ 2,394.37$ 208.21$ 293.72$ 4,383.48$ 2041 1,572.33$ 2,308.86$ 200.77$ 299.59$ 4,381.55$ 2042 1,663.15$ 2,218.45$ 192.91$ 305.58$ 4,380.09$ 2043 1,765.32$ 2,122.82$ 184.59$ 311.69$ 4,384.43$ 2044 1,867.50$ 2,021.31$ 175.77$ 317.93$ 4,382.50$ 2045 1,975.35$ 1,913.93$ 166.43$ 324.29$ 4,379.99$ 2046 2,094.55$ 1,800.35$ 156.55$ 330.77$ 4,382.22$ 2047 2,219.43$ 1,679.91$ 146.08$ 337.39$ 4,382.80$ 2048 2,349.98$ 1,552.29$ 134.98$ 344.13$ 4,381.39$ 2049 2,491.89$ 1,417.17$ 123.23$ 351.02$ 4,383.31$ 2050 2,639.47$ 1,273.89$ 110.77$ 358.04$ 4,382.17$ 2051 2,798.41$ 1,122.12$ 97.58$ 365.20$ 4,383.30$ 2052 2,963.02$ 961.21$ 83.58$ 372.50$ 4,380.31$ 2053 3,144.66$ 790.83$ 68.77$ 379.95$ 4,384.22$ 2054 3,331.98$ 610.02$ 53.04$ 387.55$ 4,382.59$ 2055 3,530.65$ 418.43$ 36.38$ 395.30$ 4,380.76$ 2056 3,746.35$ 215.42$ 18.73$ 403.21$ 4,383.70$ Total 54,827.24$ 62,056.48$ 5,382.51$ 9,211.04$ 131,477.27$ Footnotes: [a] Interest is calculated at a 5.75% rate for illustrative purposes. [b] 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. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2 THE LANDING PUBLIC IMPROVEMENT DISTRICT - IMPROVEMENT AREA #1 LOT TYPE 3 BUYER DISCLOSURE 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 __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 LOT TYPE 3 PRINCIPAL ASSESSMENT: $67,698.64 As the purchaser of the real property described above, you are obligated to pay assessments to 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 Landing 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 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. 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. ______________ 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. STATE OF TEXAS § § COUNTY OF _______ § 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. STATE OF TEXAS § § COUNTY OF ________ § 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 Installment Due 1/31 Principal Interest[a]Additional Interest Annual Collection Costs Total Annual Installment Due[b] 2027 707.90$ 4,087.31$ 338.49$ 280.35$ 5,414.05$ 2028 939.19$ 3,851.97$ 334.95$ 285.96$ 5,412.07$ 2029 988.25$ 3,797.96$ 330.26$ 291.68$ 5,408.15$ 2030 1,051.33$ 3,741.14$ 325.32$ 297.51$ 5,415.30$ 2031 1,107.40$ 3,680.69$ 320.06$ 303.46$ 5,411.61$ 2032 1,170.48$ 3,617.01$ 314.52$ 309.53$ 5,411.55$ 2033 1,240.57$ 3,549.71$ 308.67$ 315.72$ 5,414.68$ 2034 1,310.66$ 3,478.38$ 302.47$ 322.04$ 5,413.54$ 2035 1,380.75$ 3,403.02$ 295.91$ 328.48$ 5,408.16$ 2036 1,464.85$ 3,323.62$ 289.01$ 335.05$ 5,412.54$ 2037 1,548.96$ 3,239.39$ 281.69$ 341.75$ 5,411.79$ 2038 1,640.07$ 3,150.33$ 273.94$ 348.59$ 5,412.93$ 2039 1,731.19$ 3,056.02$ 265.74$ 355.56$ 5,408.51$ 2040 1,836.32$ 2,956.48$ 257.09$ 362.67$ 5,412.56$ 2041 1,941.46$ 2,850.89$ 247.90$ 369.92$ 5,410.17$ 2042 2,053.60$ 2,739.26$ 238.20$ 377.32$ 5,408.37$ 2043 2,179.76$ 2,621.18$ 227.93$ 384.87$ 5,413.73$ 2044 2,305.92$ 2,495.84$ 217.03$ 392.56$ 5,411.35$ 2045 2,439.09$ 2,363.25$ 205.50$ 400.42$ 5,408.25$ 2046 2,586.27$ 2,223.00$ 193.30$ 408.42$ 5,411.00$ 2047 2,740.47$ 2,074.29$ 180.37$ 416.59$ 5,411.72$ 2048 2,901.67$ 1,916.71$ 166.67$ 424.92$ 5,409.98$ 2049 3,076.89$ 1,749.87$ 152.16$ 433.42$ 5,412.35$ 2050 3,259.12$ 1,572.95$ 136.78$ 442.09$ 5,410.94$ 2051 3,455.37$ 1,385.55$ 120.48$ 450.93$ 5,412.33$ 2052 3,658.63$ 1,186.86$ 103.21$ 459.95$ 5,408.65$ 2053 3,882.91$ 976.49$ 84.91$ 469.15$ 5,413.47$ 2054 4,114.20$ 753.23$ 65.50$ 478.53$ 5,411.46$ 2055 4,359.52$ 516.66$ 44.93$ 488.10$ 5,409.20$ 2056 4,625.85$ 265.99$ 23.13$ 497.87$ 5,412.83$ Total 67,698.64$ 76,625.05$ 6,646.12$ 11,373.45$ 162,343.27$ Footnotes: [a] Interest is calculated at a 5.75% rate for illustrative purposes. [b] 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. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 3 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 11, 2026 at 6:00 p.m.at the City of Anna Municipal Complex, 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 The Landing 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: (i) street and roadway improvements, including related sidewalks, drainage, utility relocation, signalization, landscaping, lighting, signage, off-street parking and right-of-way; (ii) establishment or improvement of parks and open space, together with the design, construction of any ancillary structures, features or amenities such as trails, playgrounds, walkways, lighting and any similar items located therein; (iii) sidewalks and landscaping, including entry monuments and features, fountains, lighting and signage; (iv) acquisition, construction, and improvement of water, wastewater and drainage improvements and facilities and facilities related thereto; (v) acquisition of real property, interests in real property, or contract rights in connection with the Authorized Improvements (as defined below); (vi) payment of costs, including, without limitation, design, engineering, permitting, legal, required payment, performance and maintenance bonds, bidding, support, construction, construction management, administrative and inspection costs, associated with developing and financing the public improvements listed in (i) through (v) above; (vii) projects similar to those listed in subsections (i) - (v) above or authorized by the Act, including similar off-site projects that provide a benefit to the property within the District; (viii) any additional improvement projects authorized in the Act; (ix) payment of costs associated with special supplemental services for improvement and promotion of the District as approved by the City including services related to advertising, promotion, health and sanitation, water and wastewater, public safety, security, business recruitment, development, recreation, and cultural enhancement; and (x) payment of costs associated with developing and financing the public improvements listed in (i) - (ix) above, as well as the interest, costs of issuance, reserve funds, or credit enhancement of bonds issued for the purposes described in (i) through (ix) above, and costs of establishing, administering and operating the District (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 in the District. The total costs of the Improvement Area #1 Projects, including the costs of creating the District and issuing the bonds, are approximately $12,475,540. The boundaries of the District include approximately 82.55 acres of land 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 #1 Assessment Roll (the “Assessment Roll”), which Assessment Roll includes the assessments to be levied against each parcel of assessable property in Improvement Area #1 of the District for the Authorized Improvements within Improvement Area #1, is available for public inspection at the office of the City Secretary, 120 W.7th Street, Anna, Texas 75409. Item No. 6.h. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Christopher Talbot AGENDA ITEM: Approve a Resolution authorizing the City Manager to execute a no-cost Interlocal Cooperation Contract with The University of Texas at Austin Regional Security Operations Center for cyber services. (Director of Information Technology Chris Talbot) SUMMARY: Resolution authorizing the City Manager to execute a no-cost Interlocal Cooperation Contract with The University of Texas at Austin Regional Security Operations Center for cyber services. Services provided through the Regional Security Operations Center (RSOC) include: • Real-time network security monitoring to detect and respond to security events; • Alerts and guidance for defeating network threats, including firewall configuration, intelligence gathering, and protocol analysis; • Intrusion detection system installation, management, and monitoring; • Statewide cyber operations coordination to isolate, contain, and mitigate incidents; and • Cybersecurity educational services. FINANCIAL IMPACT: The City has invested significant funds in cybersecurity infrastructure over the past several years; this no-cost contract funded by the Texas Department of Information Resources will result in a yearly savings of $41,000. BACKGROUND: The City of Anna has made sustained investments in cybersecurity infrastructure over the past several years, with ongoing modernization of the City’s cyber ecosystem protecting organizational data and assets. As threats to municipal networks continue to evolve, the City has sought opportunities to augment its internal security capabilities through state-supported resources. The University of Texas at Austin operates a Regional Security Operations Center (RSOC) on behalf of the Texas Department of Information Resources (DIR), established under Texas Government Code Chapter 2063. The RSOC provides participating governmental entities with enterprise-grade cybersecurity services funded entirely through DIR legislative appropriations at no cost to participating agencies. Approval of this Interlocal Cooperation Contract (ICC) provides a positive budgetary impact for the City. By transitioning to the RSOC network, the City will be able to transition specific security platforms that are currently paid for out of the municipal budget and replace them with equivalent, state-funded software. This transition will result in a direct savings of $41,000 within the City's budget while simultaneously augmenting our defense stack with new capabilities. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Excellent. Anna is a high-performing City that implements best practices and pursues accreditation, demonstrating its commitment to: • Ethical and collaborative decision-making • Continuous improvement and achieving measurable outcomes • Ensuring a positive work environment for Council, staff, and neighbors ATTACHMENTS: 1. Resolution Approving UTRSOC 2. City of Anna - RSOC ILC CITY OF ANNA, TEXAS RESOLUTION NO. ___________________ A RESOLUTION OF THE CITY OF ANNA, TEXAS AUTHORIZING THE CITY MANAGER TO EXECUTE AN INTERLOCAL COOPERATION CONTRACT WITH THE UNIVERSITY OF TEXAS AT AUSTIN FOR PARTICIPATION IN THE UT AUSTIN REGIONAL SECURITY OPERATIONS CENTER (RSOC) CYBERSECURITY SERVICES PROGRAM AT NO COST TO THE CITY. WHEREAS, the City of Anna is committed to maintaining the cybersecurity resilience of its technology infrastructure, personnel, and data assets; and WHEREAS, the University of Texas at Austin operates a Regional Security Operations Center (RSOC) on behalf of the Texas Department of Information Resources (DIR), established pursuant to Chapter 2063 of the Texas Government Code, to provide cybersecurity monitoring, incident response, threat intelligence, and educational services to eligible governmental entities; and WHEREAS, all RSOC services are fully funded by DIR through legislative appropriations, and participation carries no financial cost to the City of Anna under the current program structure. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1. Recitals Incorporated. Section 2. Approval and Authorization of Agreement. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 14th day of July 2026. ATTESTED: APPROVED: 1 INTERLOCAL COOPERATION CONTRACT BETWEEN UNIVERSITY OF TEXAS AT AUSTIN AND City of Anna RELATING TO THE USE OF THE UT AUSTIN REGIONAL SECURITY OPERATIONS CENTER (RSOC) SERVICES THIS INTERLOCAL COOPERATION CONTRACT (“Agreement”) is entered into by and between City of Anna (“RSOC Customer”) and THE UNIVERSITY OF TEXAS (“UT”) (referred to individually as a “Party” and collectively as the “Parties”), pursuant to the authority granted and in compliance with the provisions of the Interlocal Cooperation Act, Texas Government Code, Chapter 791. This AGREEMENT is created to give effect to the intent and purpose of Chapter 2063, Texas Government Code, concerning Regional Security Operations Centers, including Sections 2063.601 through 2063.605 and authorizes RSOC Customer to participate in the RSOC operated by UT. RSOC Customer acknowledges and agrees that this Agreement is with UT and, therefore, RSOC Customer does not have privity of contract with any other UT service provider(s). The RSOC shall use reasonable efforts to provide the services (the “Services”) described in the Service Description. SECTION I – CONTRACTING PARTIES RSOC CUSTOMER: City of Anna PERFORMING AGENCY: University of Texas at Austin UT Contract No.: RSOC_ILC_0328 SECTION II – STATEMENT OF SERVICES TO BE PERFORMED 2.1 Effect of AGREEMENT and General Process Per Government Code Section 2063.604, DIR and its university partner may include, but is not obligated to, provide the following security services through the RSOCs: (a) real-time network security monitoring to detect and respond to network security events that may jeopardize this state and the residents of this state; (b) alerts and guidance for defeating network security threats, including firewall configuration, installation, management, and monitoring, intelligence gathering, and protocol analysis; (c) immediate response to counter network security activity that exposes this state and the residents of this state to risk, including complete intrusion detection system installation, management, and monitoring for participating entities; (d) development, coordination, and execution of statewide cybersecurity operations to isolate, contain, and mitigate the impact of network security incidents for participating entities; and (e) cybersecurity educational services. 2 This Agreement is between UT and RSOC Customer and does not replace or supersede any other contracts for services, such as those offered by DIR. The terms of relevant DIR Shared Services Contracts, where applicable, will apply to this Agreement and will remain in full force and effect except as may be expressly modified by any amendment to the specific DIR Shared Services Contract. Such amendments will automatically apply to this Agreement with no further action by the Parties. SECTION III – RSOC CUSTOMER PARTICIPATION 3.1 RSOC Customer Specific Requirements RSOC Customer shall notify UT, in writing prior to execution of this Agreement, of all RSOC Customer-specific requirements (“RSOC Customer-Specific Legal Requirements”) that pertain to any part of RSOC Customer’s business that is supported by UT under this Agreement. The Parties intend that if the Parties agree such RSOC Customer-Specific Requirements will be coordinated between the Parties as part of the Services. RSOC Customer shall use commercially reasonable efforts to notify UT, in writing, of any changes to RSOC Customer-Specific Requirements that may, in any way, impact the performance, provision, receipt and use of Services. If necessary to facilitate UT compliance, RSOC Customer shall provide written interpretation to UT of any RSOC Customer-Specific Requirements. Should any RSOC Customer-Specific Requirements that are amended after the execution of this Agreement impede or otherwise impact the ability of UT to perform the services provided for herein, UT may terminate this Agreement immediately without further obligation to the RSOC Customer. 3.2 RSOC Responsibilities The RSOC is responsible for: (a) security monitoring tools; (b) monitoring of security events; (c) notification of security events that require follow-up; and (d) reporting. 3.3 RSOC Customer Responsibilities Where appropriate, RSOC Customer shall support the following: (a) Software currency standards are established for the environment. RSOC Customers are expected to remediate applications to comply with the standards. (b) Ensure network connectivity and sufficient bandwidth to meet RSOC Customer's needs. (c) Collaborate with the RSOC to establish and leverage standard, regular change windows to support changes to enterprise systems. (d) Allocate appropriate resources to perform the installation and support of the RSOC tools to enable RSOC to provide the services. (e) Coordinate with the RSOC to facilitate the uninterrupted collection of the data required for the RSOC to perform the services. (f) Collaborate with RSOC to develop and maintain the incident escalation matrix and make personnel available to act on a RSOC reported incident or alert. 3 (g) Coordinate with the RSOC to act on planned and unplanned upgrades, maintenance, or other system changes within a mutually agreed upon timeframe. (h) Engage with the RSOC to act on reported incidents within a mutually agreed upon timeframe. RSOC Customer acknowledges that any failure on its part to follow the above recommendations may place its own data and operations at risk. 3.4 RSOC Customer Equipment and Facilities Any use by UT of RSOC Customer Equipment and/or Facilities shall be limited to the purpose of fulfilling the requirements of this Agreement. RSOC Customer will retain ownership of RSOC Customer Equipment. 3.5 Security RSOC Customer agrees to comply with security recommendations provided by UT in connection with the Services, as communicated from time to time by UT. RSOC Customer agrees to inform UT of any RSOC Customer-specific security considerations. RSOC Customer acknowledges that any failure on its part to follow the above recommendations may place its own data and operations at risk. RSOC Customer accepts the risks and liabilities associated with failure to follow RSOC recommendations where UT and/or its service provider(s) determine that such recommendations would have prevented or mitigated an issue. UT and/or its service provider(s) accept no responsibility for the risk or liability incurred due to a RSOC Customer’s decision not to follow UT’s recommendations. Additionally, failure to comply with security standards, policies, and procedures may lead to the suspension or termination of the availability of certain Applications and services. UT will notify RSOC Customer of non-compliance. SECTION IV 4.1 PRICING The RSOC program is fully funded by the Texas Department of Information Resources (DIR) through legislative appropriations. As such, all RSOC services described in this agreement are provided to RSOC Customers free of charge, and no costs shall be incurred by the RSOC Customer for participation. In accordance with Texas Government Code § 791.011(d)(3), each Party paying for the performance of governmental functions or services must make those payments from current revenues available to the paying Party. In the event that legislative appropriations are reduced or eliminated such that DIR can no longer fund the RSOC program, this Agreement may be renegotiated to include a mutually agreed upon cost recovery model through an amendment to this Agreement. No charges will be made to the RSOC Customer without prior written agreement and approval from both parties. 4.2 PAYMENT FOR SERVICES 4 No payment is required from RSOC Customers under the current RSOC funding model. If in the future, RSOC services require a cost recovery due to a change in funding, the RSOC Customer shall not be billed or invoiced unless a new agreement is signed by both parties that outlines the scope, cost, and terms of payment. Any future changes proposed must be reviewed and approved in writing by the RSOC Customer prior to invoicing. The Customer shall not be obligated to pay any charges that are not explicitly authorized in advance. SECTION V – TERM AND TERMINATION OF CONTRACT AND SERVICES 5.1 Term and Termination of Agreement The term of this Agreement shall commence upon execution of this Agreement by the last party to execute this Agreement and shall continue for an initial term of one (1) year. This Agreement shall automatically renew for successive one (1) year terms unless either Party provides notice of termination in accordance with Sections 5.2 and 6.4. This Agreement is contingent on the continued appropriation of sufficient funds to pay the amounts specified in the RSOC Customer’s Requests for Services, including the continued availability of sufficient relevant state funds if applicable. Continuation of the Agreement is also contingent on the continued statutory authority of the Parties to contract for the Services. 5.2 Termination of Services Either Party may terminate this Agreement by giving the other Party sixty (60) calendar days’ written notice in accordance with Section 6.4 of this Agreement. SECTION VI – MISCELLANEOUS PROVISIONS 6.1 Public Information Act Requests Under Chapter 552, Texas Government Code (the Public Information Act), information held by UT in connection with the RSOC is information collected, assembled, and maintained for UT. If RSOC Customer receives a Public Information Act request for information that RSOC Customer possesses, RSOC Customer shall respond to the request as it relates to the information held by RSOC Customer. Responses to requests for confidential information shall be handled in accordance with the provisions of the Public Information Act relating to Attorney General Decisions. Neither Party is authorized to receive or respond to Public Information Act requests on behalf of the other, but both Parties agree to inform the other Party upon receipt and prior to responding to a Public Information Act Request related to this Agreement or the services contemplated herein. 6.2 Confidential Information Each Party shall maintain the confidentiality of information to the same extent that and with the same degree of care used to protect their own confidential information. UT acknowledges that 5 RSOC Customer may be legally prohibited from disclosing or allowing access to certain confidential data in its possession to any third party, including UT. UT and RSOC Customer shall determine whether: (1) RSOC Customer is subject to the Family Educational Rights and Privacy Act of 1974 (FERPA) regulations at 34 Code of Federal Regulations Part 99; (2) RSOC Customer receives Federal tax returns or return information and must comply with the requirement of IRS Publication 1075 and Exhibit 7 to IRS Publication 1075; or (3) RSOC Customer is subject to any other requirements specific to the provision of Services. The Parties shall negotiate in good faith to determine the ability of and mechanisms for UT to receive data or information protected by such regulations. 6.3 Ownership of Data The RSOC Customer will retain full ownership of the data the RSOC Customer provides to UT. UT is permitted to use such data as necessary to perform the Services under this Agreement. Upon termination of this Agreement, UT will make commercially reasonable efforts to remove RSOC Customer-provided data from UT’s active operational systems within thirty (30) days, except where retention is required by applicable law, UT policy, security operations practices, or system backup retention schedules. 6.3.1 FERPA This Section 6.3.1 applies only if and to the extent that the RSOC Customer provides data subject to the Family Educational Rights and Privacy Act of 1974 (FERPA). For purposes of this Agreement, UT acknowledges its obligations to comply with FERPA, including but not limited to the obligation to maintain confidentiality of student education records. If applicable, RSOC Customer may designate UT as a "School Official", as an outside service provider used by the RSOC Customer to perform institutional services, only to the extent that access to the records is required to carry out the obligations under this Agreement. The Parties understand that any unauthorized disclosure of confidential student information may violate FERPA and its implementing regulations. Disclosure of confidential student information received under this Agreement to a third party is not authorized. Upon termination of this Agreement, UT will make commercially reasonable efforts to return or remove confidential information maintained in active systems within thirty (30) days, unless retention is required by applicable law, UT policy, security operations practices, or system backup retention schedules. 6.4 Notification Information Notice given pursuant to this Agreement shall be in writing and shall be given by United States certified or registered mail, return receipt requested, addressed to the appropriate party as set forth below: 6 RSOC Customer’s Primary Contact for Agreement Name: Title: Address: Telephone: Email: UT’s Primary Contact for Agreement Name: Jeremy Carter Title: Regional Security Operations Center Manager Address: 1 University Station Telephone: 512-232-6001 Email: jeremy@utexas.edu 6.5 Binding Effect The Parties hereto bind themselves to the faithful performance of their respective obligations under this Agreement. 6.6 Amendments This Agreement may not be amended except by written document signed by the Parties hereto or as specified within this Agreement or the attachment being amended. 6.7 Conflicts between Contracts If the terms of this Agreement conflict with the terms of any other contract between the Parties, the terms of this Agreement shall govern with respect to RSOC Services unless the Parties expressly agree in writing that another agreement supersedes this Agreement for those Services. 6.8 Responsibilities of the Parties The Parties shall comply with all federal, state, and local laws, statutes, ordinances, rules and regulations and with the orders and decrees of any courts or administrative bodies or tribunals in any manner affecting the performance of the Agreement. The parties do not intend to create a joint venture. Each Party acknowledges it is not an agent, servant or employee of the other. Each Party is responsible for its own acts and deeds and for those of its agents, servants and employees. Notwithstanding the foregoing, UT will cooperate with RSOC Customer in all reasonable respects to resolve any issues pertaining to federal or state funding in connection with this Agreement. RSOC Customer shall comply with all policies, procedures, and processes as provided by UT. In the event that RSOC Customer actions, failure to perform certain responsibilities, or requests outside the scope of Services result in direct and measurable additional costs to UT, the Parties agree to coordinate in good faith to address such costs. Any such costs will be communicated in 7 advance and will not be incurred without prior discussion and mutual understanding between the Parties. UT and RSOC Customer shall also coordinate and plan for situations where conflicts, delays, or competing resource demands may arise during the term of this Agreement. 6.9 Audit Rights of the State Auditor’s Office In accordance with Section 2262.154, Texas Government Code and other applicable law, the Parties acknowledge and agree that: (1) the state auditor, the Parties ’internal auditors, and if applicable, the Office of Inspector General of RSOC Customer or their designees may conduct audits or investigations of any entity receiving funds from the state directly under the Agreement or indirectly through a subcontract under the Agreement; (2) that the acceptance of funds directly through this Agreement or indirectly through a subcontractor under the Agreement acts as acceptance of the authority of the state auditor, under the direction of the legislative audit committee, the Parties ’internal auditors, and if applicable, the Office of Inspector General of RSOC Customer or their designees to conduct audits or investigations in connection with those funds; and (3) that the Parties shall provide such auditors or inspectors with access to any information considered relevant by such auditors or inspectors to their investigations or audits. 6.10 General Terms Except as expressly provided herein, no provision of this Agreement will constitute or be construed as a waiver of any of the privileges, rights, defenses, remedies or immunities available to either Party. The failure to enforce or any delay in the enforcement of any privileges, rights, defenses, remedies, or immunities available to either Party by law will not constitute a waiver of said privileges, rights, defenses, remedies, or immunities or be considered as a basis for estoppel. Except as expressly provided herein, neither Party waives any privileges, rights, defenses, remedies or immunities available to it. This Agreement will be construed and governed by the laws of the State of Texas. Venue for any action relating to this Agreement is in Texas state courts in Austin, Travis County, Texas, or, with respect to any matter in which the federal courts have exclusive jurisdiction, the United States District Court for the Western District of Texas, Austin Division. If one or more provisions of this Agreement, or the application of any provision to any Party or circumstance, is held invalid, unenforceable, or illegal in any respect, the remainder of this Agreement and the application of the provision to other Parties or circumstances will remain valid and in full force and effect. 6.11 Liability Neither Party shall have a duty to defend or indemnify the other Party for claims arising out of or relating to the Services, except as otherwise provided by law. The RSOC Customer understands that, while RSOC services will likely improve and support the cybersecurity posture of the RSOC Customer, there is no guarantee provided or asserted in any way that this service can or will block all attacks or prevent all breaches. In the event of a successful attack and/or breach, the RSOC Customer understands that, based on many factors, including system settings, user behaviors, and the availability of log and other information, it may 8 not be possible to stop, or identify the source of, a compromise or breach. Furthermore, through this service, it may not be possible to determine the precise number of records affected in the event of a breach. 6.12 Signatory Warranty Each signatory warrants requisite authority to execute the Agreement on behalf of the entity represented. SECTION VII – CERTIFICATIONS The undersigned Parties hereby certify that: (1) the matters specified above are necessary and essential for activities that are properly within the statutory functions and programs of the affected agencies of State Government; (2) this Agreement serves the interest of efficient and economical administration of State Government; and (3) the Services, supplies or materials in this Agreement are not required by Section 21, Article 16 of the Constitution of Texas to be supplied under contract given to the lowest responsible bidder. IN WITNESS WHEREOF, the Parties have signed this Agreement effective on date of last signature below. RSOC CUSTOMER: City of Anna By: ____________________________ Printed Name: Title: Date: PERFORMING AGENCY: UNIVERSITY OF TEXAS AT AUSTIN By: ____________________________ Printed Name: Title: Date: Item No. 7.a. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Natasha Roach AGENDA ITEM: Conduct a first reading of a Resolution approving a project involving an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the Willow Creek Addition, Phase 1B Development. (Director of Economic Development Natasha Roach) SUMMARY: Two readings of the Resolution are required prior to authorization of the City's and CDC expenditure. The Resolution is included in the proceeding item authorizing the expenditure of funds as a one-time payment not to exceed $50,000 for project improvements. This is the first reading of the Resolution. The presiding officer should read the following: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, APPROVING A PROJECT OF THE ANNA COMMUNITY DEVELOPMENT CORPORATION AND APPROVING AN AGREEMENT BETWEEN THE ANNA COMMUNITY DEVELOPMENT CORPORATION AND WHITE AND WILLOW - ANNA, LLC AND THE EXPENDITURE OF CORPORATION FUNDS IN AN AMOUNT NOT TO EXCEED $50,000.00; AUTHORIZING RELATED ACTIONS; AND PROVIDING AN EFFECTIVE DATE. FINANCIAL IMPACT: Details of the financial impact are as follows: Reimbursement: One-time payment not to exceed $50,000 for project improvements BACKGROUND: This item is to consider approval of an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the development of a multi-tenant retail building on approximately 1.04 acres located on the north side of W. White Street, approximately 300 feet east of Willow Creek. The agreement provides performance measure incentives to support the construction of: Project: A minimum of 8,300 square foot multi-tenant retail building Incentive: Reimbursement of Qualified Expenditures Key Performance Measures: • Completion of all project improvements before the execution of this agreement (July 2, 2026) • Continued ownership of property and project for the duration of three (3) years from the date of the corporation's one-time payment. Protective Provision: Claw Back/Repayment provision if key performance measures are not met. The CDC Board of Directors approved the Resolution at the July 2, 2026 Board Meeting authorizing the Incentive Agreement and a one-time payment of $50,000 for project improvements relating to the Willow Creek Addition, Phase 1B Development. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Vibrant. Anna has a quality workforce that contributes to a prosperous economy that includes: • Diverse businesses with outstanding employment opportunities • Easy access to a variety of events and entertainment venues • A one-of-a-kind downtown ATTACHMENTS: Item No. 7.b. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Natasha Roach AGENDA ITEM: Conduct a second reading of a Resolution approving a project involving an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the Willow Creek Addition, Phase 1B Development. (Director of Economic Development Natasha Roach) SUMMARY: Two readings of the Resolution are required prior to authorization of the City's and CDC expenditure. The Resolution is included in the proceeding item authorizing the expenditure of funds as a one-time payment not to exceed $50,000 for project improvements. This is the second reading of the Resolution. The presiding officer should read the following: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, APPROVING A PROJECT OF THE ANNA COMMUNITY DEVELOPMENT CORPORATION AND APPROVING AN AGREEMENT BETWEEN THE ANNA COMMUNITY DEVELOPMENT CORPORATION AND WHITE AND WILLOW - ANNA, LLC AND THE EXPENDITURE OF CORPORATION FUNDS IN AN AMOUNT NOT TO EXCEED $50,000.00; AUTHORIZING RELATED ACTIONS; AND PROVIDING AN EFFECTIVE DATE. FINANCIAL IMPACT: See Item 7.a. BACKGROUND: See Item 7.a. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Vibrant. Anna has a quality workforce that contributes to a prosperous economy that includes: • Diverse businesses with outstanding employment opportunities • Easy access to a variety of events and entertainment venues • A one-of-a-kind downtown ATTACHMENTS: Item No. 7.c. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Natasha Roach AGENDA ITEM: Consider/Discuss/Action on a Resolution approving a project involving an Economic Development Incentive Agreement between the Anna Community Development Corporation and White & Willow - Anna, LLC for the Willow Creek Addition, Phase 1B Development. (Director of Economic Development Natasha Roach) SUMMARY: This item is to consider approval of an Economic Development Incentive Agreement between the Anna Community Development Corporation (CDC) and White & Willow - Anna, LLC for the development of a multi-tenant retail building on approximately 1.04 acres located on the north side of W. White Street, approximately 300 feet east of Willow Creek Drive. FINANCIAL IMPACT: See Item 7.a. BACKGROUND: See Item 7.a. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Vibrant. Anna has a quality workforce that contributes to a prosperous economy that includes: • Diverse businesses with outstanding employment opportunities • Easy access to a variety of events and entertainment venues • A one-of-a-kind downtown ATTACHMENTS: 1. Council Resolution - CDC White & Willow Incentive Agreement 2. Exhibit 1 - White & Willow Agreement 3. 2026-07-10 CDC Resolution - Willow Creek Addition Agreement (Signed) CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 1 of 4 CITY OF ANNA, TEXAS RESOLUTION NO. __________ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, APPROVING A PROJECT OF THE ANNA COMMUNITY DEVELOPMENT CORPORATION AND APPROVING THE AGREEMENT BETWEEN THE ANNA COMMUNITY DEVELOPMENT CORPORATION AND WHITE AND WILLOW - ANNA, LLC AND THE EXPENDITURE OF CORPORATION FUNDS IN AN AMOUNT NOT TO EXCEED $50,000.00 AS APPROVED BY THE ANNA COMMUNITY DEVELOPMENT CORPORATION; FINDING THAT THE PROJECT PROMOTES NEW OR EXPANDED BUSINESS DEVELOPMENT; AUTHORIZING THE CORPORATION TO PROCEED WITH THE PROJECT AND RELATED ECONOMIC INCENTIVE AND PERFORMANCE AGREEMENT SUBJECT TO PERFORMANCE MEASURES, CLAWBACK, SECURITY, AND OTHER AGREEMENT REQUIREMENTS; RECITING THAT THE RESOLUTION AUTHORIZING THE PROJECT HAS BEEN GIVEN AT LEAST TWO SEPARATE READINGS; PROVIDING FOR CONDITIONS; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Anna, Texas (the "City") is the authorizing municipality of the Anna Community Development Corporation (the "Corporation"), a Texas nonprofit corporation and Type B economic development corporation created pursuant to the Development Corporation Act, codified in Subtitle C1, Title 12 of the Texas Local Government Code, including Chapters 501 and 505 thereof, as amended (the "Act"); and WHEREAS, Developer, White and Willow - Anna, LLC ("Developer"), owns or controls certain real property located within the City of Anna, Texas, and has completed certain project improvements generally described as the Willow Creek Addition, Phase 1B development (collectively, the "Project"); and WHEREAS, the Board of Directors of the Corporation adopted Anna Community Development Corporation Resolution No. 2026-07-10 (the "CDC Resolution"), approving an Economic Incentive and Performance Agreement with Developer, in substantially the form attached to the CDC Resolution as Exhibit 1 (the "Agreement"), relating to the completed Project and certain continuing performance obligations of Developer; and WHEREAS, the Agreement provides for a Corporation payment to Developer in an amount not to exceed Fifty Thousand and No/100 Dollars ($50,000.00), subject to the terms, conditions, and limitations of the Agreement; and WHEREAS, the Agreement requires prospective performance by Developer, including without limitation Developer's obligation to maintain sole ownership of the Property and Project and to continuously operate the Project on the developed property for at least three (3) years, together with such related certification, documentation, clawback, security, and other requirements as are set forth in the Agreement; and CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 2 of 4 WHEREAS, the City Council finds that the Project and the Agreement promote new or expanded business development in the City of Anna, Texas, and further the public purposes of the Corporation and the Act; and WHEREAS, the Agreement is intended to constitute a written performance agreement satisfying the requirements of Texas Local Government Code Section 501.158 and other applicable provisions of the Act, including provisions establishing the applicable performance requirements and the terms under which repayment must be made if Developer does not meet those requirements; and WHEREAS, Texas Local Government Code Section 505.158(b) provides that a Type B corporation may not undertake a project authorized by that section that requires an expenditure of more than $10,000 until the governing body of the corporation's authorizing municipality adopts a resolution authorizing the project after giving the resolution at least two separate readings; and WHEREAS, the City Council has given the resolution authorizing the Project and the Corporation's expenditure, including consideration of the CDC Resolution, at least two separate readings; and WHEREAS, the City Council desires to approve the Project, approve the Agreement and expenditure of Corporation funds described in the CDC Resolution, and authorize the Corporation to proceed with the Project and Agreement, subject to the conditions and limitations set forth in this resolution, the CDC Resolution, the Agreement, and applicable law. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, THAT: Section 1. Recitals Incorporated. Section 2. Approval of Project and Agreement. CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 3 of 4 Section 3. Authorization of Corporation Expenditure. Subject to the terms and conditions of the Agreement, the availability and lawful appropriation of Corporation funds, and satisfaction of all conditions precedent set forth in the Agreement and applicable law, the City Council authorizes the Corporation to expend Corporation funds to Developer in an amount not to exceed Fifty Thousand and No/100 Dollars ($50,000.00). No payment shall be made unless and until the Agreement has been fully executed and all conditions precedent to payment have been satisfied or waived by the Corporation in writing. The City Council hereby finds and determines that the resolution authorizing the Project and Corporation expenditure, including consideration of the CDC Resolution, has been given at least two separate readings before adoption, and this resolution constitutes the approval and authorization required by Texas Local Government Code Section 505.158(b) and other applicable provisions of law. This resolution does not waive, modify, or dispense with any approval, notice, hearing, publication, petition period, budgetary authorization, or other procedure required by applicable law, the Corporation's bylaws, the CDC Resolution, the Agreement, or any other governing document. This approval is limited to the Project, the Agreement, and the expenditure of Corporation funds expressly described herein and does not obligate City funds unless separately and lawfully appropriated by the City Council. The City Council approves and authorizes the Corporation, acting through its authorized officers, to record the Agreement, a memorandum of the Agreement, any deed of trust, any notice of contractual lien, or any other related instrument in the Official Public Records of Real Property of Collin County, Texas, as may be necessary or desirable to provide notice of, evidence, secure, preserve, enforce, or release the Corporation's rights under the Agreement. The Mayor, City Manager, City Secretary, and other authorized officers, employees, consultants, and agents of the City are hereby authorized and directed to take all actions and execute all documents reasonably necessary or desirable to carry out the intent and purposes of this resolution, including delivery of certified copies of this resolution to the Corporation. CITY OF ANNA, TEXAS RESOLUTION NO. ________ Page 4 of 4 Section 8. Effective Date. This resolution shall take effect immediately upon its passage and approval following the second reading. by the City Council of the City of Anna, Texas, after two separate readings, on this 14th day of July 2026. _________________________ _________________________ City Secretary, Carrie Land Mayor, Pete Cain Item No. 7.d. City Council Agenda Staff Report Meeting Date: 7/14/2026 Staff Contact: Carrie Land AGENDA ITEM: Consider/Discuss/Action on a Nomination to the Board of Trustees of the Texas Municipal League Intergovernmental Risk Pool (TMLIRP) for a 6-year term. SUMMARY: The City Council is requested to nominate one elected official or staff member to serve as the City's nominee for election to the TMLIRP Board of Trustees. Many member cities have chosen to nominate qualified city employees to serve in these positions. Qualifications of the nominee are: Place 1 — Elected official or employee of Pool Member Places 2, 3, & 4 — Only elected officials or employees of a municipality that is a Pool Member All nominations must specify the position for which the nomination is being submitted (Place 1, 2, 3, or 4). Each appointment is for a six-year term. Nominations must be submitted no later than Sunday, August 2, 2026. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: The Texas Municipal League Intergovernmental Risk Pool (TMLIRP) Board of Trustees is a 15-member governing body composed of elected and appointed city and local government officials from across Texas. The Board is tasked with overseeing the TMLIRP employees and managing a stable, economical risk-financing system for member entities. The primary responsibilities of the Board include: Strategic Governance: Defining the long-term goals of the pool, ensuring operational excellence, and adapting to emerging state and national risks. Fiscal Management: Responsibly managing members' pooled funds, setting coverage limits, and establishing rating adjustments (including premiums, deductibles, and benefits). Fiduciary Duty: Prudently investing the Pool’s assets, evaluating financial health, and ensuring funds are protected in accordance with the Texas Public Funds Investment Act. Claims and Lawsuit Oversight: Reviewing significant, large exposure cases (such as fatalities and high-reserve workers' compensation claims) in executive session to determine coverage and legal defense strategies. Policy and Administration: Selecting and overseeing key service providers, such as approving banking depositories, and monitoring the performance of the TMLIRP Pool's 250 employees. The Board operates under four core values established for public entities: fiscal responsibility, operational excellence, integrity, and public service. You can view upcoming meetings, agendas, and minutes on the official TMLIRP website. STRATEGIC CONNECTIONS: This item has no strategic connection. ATTACHMENTS: 1. TMLIRP Nominations