HomeMy WebLinkAboutOrd 1036-2023-03 Accept & Approve a Service and Assessment Plan & Assessment Roll for The Woods at Lindsey Place PID Area#1 RECORDEDCERTIFICATE FOR ORDINANCE
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
March 14, 2023, at the regular designated meeting place, and the roll was called of the duly
constituted officers and members of the Council, to wit:
Nate Pike, Mayor Stan Carver IL Council Member
Lee Miller, Mayor Pro Tem. Pete Cain, Council Member
Randy Atchley, Deputy Mayor Pro-Tem Danny Ussery, Council Member
Kevin Toten, Council Member
Ryan Henderson, Interim City Manager
Carrie Land, City Secretary
and all of said persons were present, except ,/V ZA , thus
constituting a quorum. Whereupon, among other business the following was transacted at said
meeting: a written Ordinance entitled
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS ACCEPTING AND APPROVING A SERVICE AND ASSESSMENT
PLAN AND ASSESSMENT ROLL FOR THE PUBLIC IMPROVEMENT
DISTRICT; MAKING A FINDING OF SPECIAL BENEFIT TO THE
PROPERTY IN THE DISTRICT; LEVYING SPECIAL ASSESSMENTS
AGAINST PROPERTY WITHIN 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.
was duly introduced for the consideration of the Council. It was then duly moved and seconded
that said Ordinance be passed; and, after due discussion, said motion, carrying with it the passage
of said Ordinance, prevailed and carried, with all members of the Council shown present above
voting "Aye," except as noted below:
NAYS: 0 ABSTENl'IONS:
2. A true, full, and correct copy of the aforesaid Ordinance passed at the meeting
described in the above and foregoing paragraph is attached to and follows this Certificate; said
Ordinance 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 Ordinance; 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 Ordinance 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 Ordinance; and the 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 Ordinance for all purposes.
SIGNED AND SEALED ON MARCH 14, 2023.
Carrie L. Land, City Secretary Nate Pike,'Mayor
(City Seal)
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CITY OF ANNA
ORDINANCE NO. 1 b3lo-2023-03
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS
ACCEPTING AND APPROVING A SERVICE AND ASSESSMENT PLAN
AND ASSESSMENT ROLL FOR THE WOODS AT LINDSEY PLACE PUBLIC
IMPROVEMENT DISTRICT; MAKING A FINDING OF SPECIAL BENEFIT
TO THE PROPERTY IN THE DISTRICT; LEVYING SPECIAL
ASSESSMENTS AGAINST PROPERTY WITHIN 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.
WHEREAS, the governing body (the "City Council") of the City of Anna, Texas (the
"City") is authorized by the Public Improvement District Assessment Act, Chapter 372, Texas
Local Government Code, as amended (the "PID Act") to create public improvement districts
within the City and the extraterritorial jurisdiction ("ETJ" ); and
WHEREAS, on February 15, 2022, a petition (the "Petition") was submitted and filed
with the City Secretary (the "City Secretary") of the City meeting the requirements of the PID Act
requesting the creation of a public improvement district within the ETJ of the City ; and
WHEREAS, the Petition contained the signatures of the owners of taxable property
representing more than fifty percent of the appraised value of taxable real property liable for
assessment within the District (defined below), as determined by the then current ad valorem tax
rolls of Collin Central Appraisal District and the signatures of the property owners who own
taxable real property that constitutes more than fifty percent of the area of all taxable property
within the District that is liable for assessment; and
WHEREAS, the City accepted the Petition and called a public hearing to consider the
creation of the District and directed the City Secretary to publish and mail notice of such hearing
as required by the PID Act; and
WHEREAS, on February 14, 2023, after due notice, the City Council held a public hearing
in the manner required by law on the advisability of the public improvements and services
described in the Petition as required by Section 372.009 of the PID Act and made the findings
required by Section 372.009(b) of the PID Act and, by Resolution No. 2023-02-1378 (the
"Authorization Resolution") adopted by a majority of the members of the City Council, authorized
and created The Woods at Lindsey Place Public Improvement District (the "District') in
accordance with its finding as to the advisability of the Authorized Improvements; and
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WHEREAS, the City filed the Authorization Resolution with the Collin County Clerk as
required by law, as recorded in the Real Property Records of Collin County as Document No.
2023000015008;and
WHEREAS, no written protests regarding the creation of the District from any owners of
record of property within the District were filed with the City Secretary; and
WHEREAS, on February 14, 2023, the City Council adopted a resolution determining
total costs of certain authorized public improvements, approving a preliminary service and
assessment plan, including the Proposed Assessment Roll (as defined in said resolution), and
directing the publication and mailing of notice of a public hearing (the "Assessment Hearing") to
consider an ordinance levying assessments on property within the District (the "Assessments");
and
WHEREAS, the City Secretary filed the proposed Assessment Roll (defined below) and
made the same available for public inspection; and
WHEREAS, the City Secretary, pursuant to Section 372.016(c) of the PID Act, mailed the
notice of the Assessment Hearing to the last known address of the owners of the property liable
for the Assessments; and
WHEREAS, the City Secretary, pursuant to Section 372.016(b) of the PID Act, published
notice of the Assessment Hearing on February 17, 2023 in the Herald -Democrat, a newspaper of
general circulation in the City; and
WHEREAS, the City Council conducted the Assessment Hearing on March 14, 2023, at
which all persons who appeared, or requested to appear, in person or by their attorney, were given
the opportunity to contend for or contest the Assessment Roll, and the proposed Assessments, and
to offer testimony pertinent to any issue presented on the amount of the Assessments, the allocation
of the Actual Costs of the authorized public improvements to be undertaken for the benefit of
property within the District (the "Authorized Improvements"), the purposes of the Assessments,
the special benefits of the Assessments, and the penalties and interest on annual installments and
on delinquent annual installments of the Assessments; and
WHEREAS, the owners of 100% of the property subject to the proposed assessment
within the District (the "Landowners") had actual knowledge of the Assessment Hearing to be
held on March 14, 2023, and support the creation of the District and the levy of assessments against
the property in accordance with the Service and Assessment Plan to finance the Authorized
Improvements for benefit of the property within the District; and
WHEREAS, the City Council finds and determines that the Assessment Roll and The
Woods at Lindsey Place Public Improvement District Service and Assessment Plan, dated March
14, 2023 (the "Service and Assessment Plan"), attached as Exhibit A and incorporated as a part
of this Ordinance for all purposes, should be approved and that the Assessments should be levied
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as provided in this Ordinance and the Service and Assessment Plan, including the Improvement
Area #1 Assessment Roll attached thereto as Exhibit F-1 (the "Assessment Roll"); and
WHEREAS, the City Council further finds that there were no objections or evidence
submitted to the City Secretary in opposition to the Service and Assessment Plan, the allocation
of the Actual Costs of the Authorized Improvements as described in the Service and Assessment
Plan, the Assessment Roll, and the levy of the Assessments; and
WHEREAS, at the Assessment Hearing, the Landowners, or their representatives, who are
the persons to be assessed pursuant to this Ordinance, appeared in support of the levy of the
Assessments against their property located within the District; and
WHEREAS, the City Council closed the hearing, and, after considering all written and
documentary evidence presented at the hearing, including all written comments and statements
filed with the City, determined to proceed with the adoption of this Ordinance in conformity with
the requirements of the PID Act; and
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF ANNA, TEXAS:
Section 1. Terms.
Terms not otherwise defined herein are defined in the Service and Assessment Plan.
Section 2. Findines.
The City Council hereby finds, determines, and ordains, as follows:
(a) The recitals set forth in the WHEREAS clauses of this Ordinance are true
and correct and are hereby incorporated by reference and made a part of this Ordinance for
all purposes as if the same were restated in full in this Section and constitute findings of
the City Council acting in its discretionary, legislative capacity;
(b) All actions of the City in connection with the creation and establishment of
the District and the approval of this Ordinance: (i) have been taken and performed in
compliance with the PID Act and all other applicable laws, policies, and procedures; (ii)
have been taken and performed in a regular, proper and valid manners; and (iii) are
approved and ratified;
(c) The apportionment of the Actual Costs of the Authorized Improvements,
including specifically the Improvement Area #1 Improvements (as reflected in the Service
and Assessment Plan, and the Annual Collection Costs pursuant to the Service and
Assessment Plan) is fair and reasonable, reflects an accurate presentation of the special
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benefit each assessed Parcel will receive from the construction of the Authorized
Improvements identified in the Service and Assessment Plan, and is hereby approved;
(d) The Service and Assessment Plan covers a period of at least five years and
defines the annual indebtedness and projected costs for the Authorized Improvements;
(e) The Service and Assessment Plan apportions the Actual Cost(s) of the
Authorized Improvements to be assessed against the property in the District and such
apportionment is made on the basis of special benefits accruing to the property because of
the Authorized Improvements;
(f) All of the Improvement Area #1 Assessed Property being assessed in the
amounts shown on the Improvement Area #1 Assessment Roll will be benefited by the
Improvement Area #1 Projects proposed to be constructed as described in the Service and
Assessment Plan, and each assessed Parcel of Improvement Area #1 Assessed Property
will receive special benefits equal to or greater than the total amount assessed for the
Improvement Area #1 Projects;
(g) The method of apportionment of the Actual Costs of the Authorized
Improvements and Annual Collection Costs set forth in the Service and Assessment Plan
results in imposing equal shares of the Actual Costs of the Authorized Improvements and
Annual Collection Costs on property similarly benefited, and results in a reasonable
classification and formula for the apportionment of the Actual Costs;
(h) The Service and Assessment Plan has been prepared on behalf of, presented
to, and reviewed by the City Council and should be approved as the service plan and
assessment plan for the District for all purposes as described in Sections 372.013 and
372.014 of the PID Act;
(i) The Assessment Roll should be approved as the Assessment Roll for
Improvement Area #1 of the District;
0) The provisions of the Service and Assessment Plan relating to due and
delinquency dates for the Assessments, interest on Annual Installments, interest and
penalties on delinquent Assessments and delinquent Annual Installments, and procedures
in connection with the imposition and collection of Assessments should be approved and
will expedite collection of the Assessments in a timely manner in order to provide the
services and improvements needed and required for the area within the District; and
(k) A written notice of the date, hour, place and subject of this meeting of the
City Council was posted at a place convenient to the public for the time required by law
preceding this meeting, as required by the Open Meetings Act, Chapter 551, Texas
Government Code, as amended, and this meeting has been open to the public as required
by law at all times during which this Ordinance and the subject matter hereof has been
discussed, considered, and formally acted upon.
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Section 3. Service and Assessment Plan.
The Service and Assessment Plan is hereby accepted and approved pursuant to Sections
372.013 and 372.014 of the PID Act as the service plan and the assessment plan relating to the
Authorized Improvements for the District. The Service and Assessment Plan shall be updated by
the City Council no less frequently than annually as required by the PID Act and more frequently
as may be required by the Service and Assessment Plan including upon the issuance of PID Bonds.
Section 4. Assessment Roll.
The Assessment Roll is hereby accepted and approved pursuant to Section 372.016 of the
PID Act as the Assessment Roll for Improvement Area #1 of the District for all purposes.
Section 5. Lew and Payment of Assessments for Costs of the Authorized
Improvements.
(a) The City Council hereby levies the Assessments on each Parcel of property
(excluding Non-Benefitted Property) located within Improvement Area #1 of the District,
as shown and described in the Service and Assessment Plan and the Assessment Roll, in
the amounts shown in the Service and Assessment Plan as a special assessment as set forth
in the Assessment Roll.
(b) The levy of the Assessments shall be effective on the date of execution of
this Ordinance levying Assessments and strictly in accordance with the terms of the Service
and Assessment Plan and the PID Act.
(c) The collection of the Assessments shall be as described in the Service and
Assessment Plan and the PID Act.
(d) Each Assessment may be prepaid in whole or in part at any time without
penalty or may be paid in Annual Installments pursuant to the terms of the Service and
Assessment Plan.
(e) Each Assessment shall bear interest at the rate or rates specified in the
Service and Assessment Plan.
(f) Each Annual Installment shall be collected each year in the manner set forth
in the Service and Assessment Plan.
(g) The Annual Collection Costs for Assessed Property shall be calculated
pursuant to the terms of the Service and Assessment Plan.
Section 6. Method of Assessment.
The method of apportioning the Actual Costs of the Authorized Improvements and Annual
Collection Costs are set forth in the Service and Assessment Plan.
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Section 7. Penalties and Interest on Delinquent Assessments.
Delinquent Assessments shall be subject to the penalties, interest, procedures, and
foreclosure sales set forth in the Service and Assessment Plan and as allowed by law.
Section 8. Prepayments of Assessments.
As provided in the Service and Assessment Plan, the owner of any Assessed Property may
prepay the Assessments levied by this Ordinance.
Section 9. Lien Priority.
The City Council and the Landowners intend for the obligations, covenants and burdens
on the Assessed Property, including without limitation such Landowners' obligations related to
payment of the Assessments and the Annual Installments thereof, to constitute covenants that shall
run with the land. The Assessments and the Annual Installments thereof which are levied hereby
shall be binding upon the assessed parties, as the owners of Assessed Property, and their respective
transferees, legal representatives, heirs, devisees, successors and assigns, regardless of whether
such owners are named, in the same manner and for the same period as such parties would be
personally liable for the payment of ad valorem taxes under applicable law. Assessments shall
have lien priority as specified in the Service and Assessment Plan and the PID Act.
Section 10. Applicability of Tag Code.
To the extent not inconsistent with this Ordinance, and not inconsistent with the PID Act
or the other laws governing public improvement districts, the provisions of the Texas Tax Code,
as amended, shall be applicable to the imposition and collection of Assessments by the City.
Section 11. Filing in Land Records.
The City Secretary is directed to cause a copy of this Ordinance, including the Service and
Assessment Plan and/or the Assessment Roll, to be recorded in the real property records of Collin
County, Texas. The City Secretary is further directed to similarly file each Annual Service Plan
Update approved by the City Council.
Section 12. Severability.
If any provision, section, subsection, sentence, clause, or phrase of this Ordinance, or the
application of same to any person or set of circumstances is for any reason held to be
unconstitutional, void, or invalid, the validity of the remaining portions of this Ordinance or the
application to other persons or sets of circumstances shall not be affected thereby, it being the
intent of the City Council that no portion hereof, or provision or regulation contained herein shall
become inoperative or fail by reason of any unconstitutionality, voidness, or invalidity or any other
portion hereof, and all provisions of this ordinance are declared to be severable for that purpose.
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Section 1.3. Effective Date.
This Ordinance shall take effect, and the levy of the Assessments, and the provisions and
terms of the Service and Assessment Plan shall be and become effective upon passage and
execution hereof.
(Execution page follows.)
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PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF ANNA,
TEXAS, THIS 14t1' DAY OF MARCH, 2023.
ATTEST:
Nate Pike, Mayor
Carrie L. Land, City ecretary
STATE OF TEXAS
COUNTY OF COLLIN
This instrument was acknowledged before me on the I `041 day of March, 2023 by Nate
Pike, the Mayor, and Carrie L. Land, the City Secretary, of the City of Anna, Texas on behalf of
said City.
JEOVANNA RUBIO
Notary Public, State of Texa:
Comm. Expires 10-03-2026
Notary ID 133995676
otary Public, State of Texas
S-1
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EXHIBIT A
Service and Assessment Plan
A-1
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The Woods at Lindsey Place
Public Improvement District
SERVICE AND ASSESSMENT PLAN
MARCH 14, 2023
SERVICE AND ASSESSMENT PLAN
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TABLE OF CONTENTS
Tableof Contents...........................................................................................................................1
Introduction....................................................................................................................................3
SectionI: Definitions.......................................................................................................................4
SectionII: The District...................................................................................................................11
Section III: Authorized Improvements..........................................................................................11
SectionIV: Service Plan.................................................................................................................14
Section V: Assessment Plan..........................................................................................................14
Section VI: Terms of the Assessments..........................................................................................18
Section VII: Assessment Roll.........................................................................................................23
Section VIII: Additional Provisions................................................................................................24
Exhibits.........................................................................................................................................26
Appendices...................................................................................................................................26
Exhibit A-1— Map of the District..................................................................................................27
Exhibit A-2 — Map of Improvement Area#1.................................................................................28
Exhibit A-3 — Lot Type Classification Map.....................................................................................29
Exhibit B-1 —Authorized Improvements.......................................................................................30
Exhibit B-2 — Remainder Area Apportionment of Costs...............................................................31
ExhibitC — 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 — Projected Improvement Area #1 Annual Installment..............................................36
Exhibit G-1— Maps of Improvement Area #1 Improvements.......................................................37
Exhibit G-2 — Maps of Major Improvements.................................................................
...42
Exhibit H — Form of Notice of PID Assessment Termination.........................................................47
Exhibit 1-1— District Legal Description..........................................................................................50
Exhibit 1-2 — Improvement Area #1 Legal Description..................................................................54
Appendix A— Engineer's Report...................................................................................................58
Appendix B — Buyer Disclosures...................................................................................................84
The Woods at Lindsey Place Public Improvement District Buyer Disclosure
— Improvement Area
#1 Initial Parcel.............................................................................................................................85
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
1
SERVICE AND ASSESSMENT PLAN
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The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#1 Lot Type 1.............................................................................................. .......91
...........................
The Woods at Lindsey Place Public Improvement District Buyer Disclosure Improvement Area
#1 Lot Type 2......................................................................................................................... ...97
[Remainder of page intentionally left blank.]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
SERVICE AND ASSESSMENT PLAN
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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 February 14, 2023, the City Council passed and approved Resolution No. 2023-02-1379
authorizing the establishment of the District in accordance with the PID Act, which authorization
was effective upon publication as required by the PID Act. The purpose of the District is to finance
the Actual Costs of Authorized Improvements that confer a special benefit on approximately
198.006 acres located within the corporate limits of the City, as described by the legal description
on Exhibit 1-1 and depicted on Exhibit A-1.
The PID Act requires a Service Plan covering a period of at least five years and defining the annual
indebtedness and projected cost of the Authorized Improvements and including a copy of the
notice form required by Section 5.014 of the Texas Property Code, as amended. The Service Plan
is contained in Section IV.
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.
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SECTION 1: DEFINITIONS
"Actual Costs" mean with respect to Authorized Improvements, including Developer costs to
create the District, the actual costs of constructing or acquiring such Authorized Improvements,
(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 costs, such as engineering, geotechnical, surveying, land planning, architectural
landscapers, appraisals, legal, accounting, and similar professional services; (4) all labor, bonds,
and materials, including equipment and fixtures, by contractors, builders, and materialmen in
connection with the acquisition, construction, or implementation of the Authorized
Improvements; (5) all related permitting and public approval expenses, architectural,
engineering, and consulting fees, and governmental fees and charges and (6) costs to implement,
administer, and manage the above -described activities including, but not limited to, a
construction management fee equal to four percent (4%) of construction costs if managed by or
on behalf of the Developer.
"Additional Interest" means the amount collected by the application of the Additional Interest
Rate.
"Additional Interest Rate" means the 0.50% additional interest rate that may be charged on
Assessments securing PID Bonds pursuant to Section 372.018 of the PID Act.
"Administrator" means the City or independent firm designated by the City who shall have the
responsibilities provided in this Service and Assessment Plan, the Indenture, or any other
agreement or document approved by the City related to the duties and responsibilities of the
administration of the District. The initial Administrator is P3Works, LLC.
"Annual Collection Costs" mean the actual or budgeted costs and expenses related to the
operation of the District, including, but not limited to, costs and expenses for: (1) the
Administrator; (2) City staff; (3) legal counsel, engineers, accountants, financial advisors, and
other consultants engaged by the City; (4) calculating, collecting, and maintaining records with
respect to Assessments and Annual Installments; (5) preparing and maintaining records with
respect to Assessment Rolls and Annual Service Plan Updates; (6) paying and redeeming PID
Bonds; (7) investing or depositing Assessments and Annual Installments; (8) complying with this
Service and Assessment Plan and the PID Act with respect to the PID Bonds, including the City's
continuing disclosure requirements; and (9) the paying agent/registrar and Trustee in connection
with PID Bonds, including their respective legal counsel. Annual Collection Costs collected but
not expended in any year shall be carried forward and applied to reduce Annual Collection Costs
for subsequent years.
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"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, if applicable.
"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, other than Non-Benefitted
Property and Non -Assessed Property, 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 a Parcel within the District, other than Non -
Benefited Property, and imposed pursuant to an Assessment Ordinance and the provisions
herein, as shown on an Assessment Roll, subject to reallocation upon the subdivision of such
Parcel 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 Assessed Property within the District, 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 within the District 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 within the District,
includingthe Improvement Area #1 Assessment Roll as updated, modified or amended from time
to time in accordance with the procedures set forth herein and in the PID Act, including updates
prepared in connection with the issuance of PID Bonds, if issued, or any Annual Service Plan
Update.
"Authorized Improvements" means (the improvements authorized by Section 372.003 of the PID
Act, as depicted on Exhibit G-1, Exhibit G-2 and described in Section III.
"Bond Issuance Costs" means the costs associated with issuing PID Bonds, including but not
limited to attorney fees, financial advisory fees, consultant fees, appraisal fees, printing costs,
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 5
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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 D.R. Horton — Texas, LTD., a Texas limited partnership, and any successors
or assigns thereof that intends to develop the property in the District for the ultimate purpose of
transferring title to such property to end -users.
"Development Agreement" means that certain Development Agreement entered into between
the City and LHJH Properties, Ltd., a Texas limited partnership, effective November 10, 2020,
applicable to all of the District, as amended by First Amendment to Development Agreement
entered into between the City and Developer, dated the 24th day of January 2023, and as may
be further amended by the Parties from time to time.
"District" means The Woods at Lindsey Place Public Improvement District containing
approximately 198.006 acres located within the corporate limits of the City, and more specifically
described in Exhibit 1-1 and depicted on Exhibit A-1.
"District Formation Expenses" means the costs associated with forming the District, including,
but not limited to, attorney fees, and any other cost or expense incurred by the City or Developer
directly associated with the establishment of the District.
"Engineer's Report" means a report provided by a licensed professional engineer that describes
the Authorized Improvements, including their costs, location, and benefit, and is attached hereto
as Appendix A for the Improvement Area #1 Improvements and Major Improvements.
"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,
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.
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"First Year Annual Collection Costs" means the estimated cost of first year Annual Collection
Costs.
"Improvement Area #1" means approximately 57.444 acres located within the District, more
specifically described in Exhibit 1-2 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; and (4) Additional Interest, if
applicable. Additional Interest is not charged on the Improvement Area #1 Reimbursement
Obligation, but will be included in the event Improvement Area #1 Bonds are issued.
"Improvement Area #1 Assessed Property" means any Parcel within Improvement Area #1
against which an Improvement Area #1 Assessment is levied.
"Improvement Area #1 Assessment" means an Assessment levied against a Parcel within
Improvement Area #1 and imposed pursuant to an Assessment Ordinance and the provisions
herein, as shown on the Improvement Area #1 Assessment Roll, subject to reallocation upon the
subdivision of such Parcel or reduction according to the provisions 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 Bonds" means those certain PID "City of Anna, Texas Special Assessment
Revenue Bonds, Series 2023 (The Woods at Lindsey Place Public Improvement District
Improvement Area #1 Project)" that are secured by Improvement Area #1 Assessments, and
expected to be issued in calendar year 2023.
"Improvement Area #1 Improvements" means the Authorized Improvements which only benefit
the Improvement Area #1 Assessed Property, as further described in Section I11.A and depicted
on Exhibit G-1.
"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 described in Exhibit 1-2,
and depicted on Exhibit A-2.
"Improvement Area #1 Projects" means, collectively (1) the Improvement Area #1
Improvements; (2) the Bond Issuance Costs allocable to Improvement Area #1; and (3) the First
Year Annual Collection Costs.
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"Improvement Area #1 Reimbursement Agreement" means that certain "The Woods at Lindsey
Place Public Improvement District Improvement Area #1 Funding and Reimbursement
Agreement" entered into by and between the City and the Developer, as the developer of the
Improvement Area #1 Projects, in which the Developer agrees to construct the Improvement
Area #1 Projects and to fund certain Actual Costs of the Improvement Area #1 Projects and the
City agrees to (i) pay directly or reimburse the Developer for Actual Costs of an Improvement
Area #1 Projects from the proceeds of Improvement Area #1 Bonds, if issued, in accordance with
the Act, this Service and Assessment Plan and the applicable Indenture, or (ii) reimburse the
Developer for certain Actual Costs of Improvement Area #1 Projects not paid by proceeds of
Improvement Area #1 Bonds solely from the revenue collected from Improvement Area #1
Assessments, including Improvement Area #1 Annual installments, but subordinate to the lien
on the Improvement Area #1 Assessments pledged to the payment of Improvement Area #1
Bonds.
"Improvement Area #1 Reimbursement Obligation" means an amount secured by the
Improvement Area #1 Assessment to be paid to the Developer pursuant to the Improvement
Area #1 Reimbursement Agreement. The projected Improvement Area #1 Annual Installments
for the Improvement Area #1 Reimbursement Obligation is shown on Exhibit F-2.
"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,
between the City and the Trustee setting forth terms and conditions related to a series of PID
Bonds.
"Lot" means (1) far any portion of the District for which a final subdivision plat has been recorded
in the Official Public Records of the County, a tract of land described by "lot" in such subdivision
plat; and (2) for any portion of the District for which a subdivision plat has not been recorded in
the Plat or Official Public Records of the County, a tract of land anticipated to be described as a
"Lot" in a final recorded subdivision plat as shown on a concept plan or a preliminary plat. A "Lot"
shall not include real property owned by a government entity, even if such property is designated
as a separate described tract or lot on a recorded subdivision plat.
"Lot Type" means a classification of final building Lots with similar characteristics (e.g. lot size,
home product, bui[dout value, etc.), as determined by the Administrator and confirmed by the
City Council. In the case of single-family residential Lots, the Lot Type shall be further defined by
classifying the residential Lots by the Estimated Buildout Value of the Lot as shown on Exhibit E,
and the anticipated Lot Type classification map is identified on Exhibit A-3.
"Lot Type 1" means a lot within Improvement Area #1 marketed to homebuilders as a 50' Lot,
with an Estimated Buildout Value of $360,000.
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"Lot Type 2" means a lot within Improvement Area #1 marketed to homebuilders as a 60' Lot,
with an Estimated Buildout Value of $375,000.
"Major Improvements" means the Authorized Improvements which provide benefit to the
entirety of the district, as further described in Section 111.13 and depicted on Exhibit G-2.
"Maximum Assessment" means for each Lot, an Assessment equal to the lesser of (1) the
amount calculated pursuant to Section VI.A, or (2) for each Lot Type, the amount shown on
Exhibit E.
"Non -Assessed Property" means Parcels that accrue special benefit from the Authorized
Improvements, as determined by the City Council, but are not assessed. The Non -Assessed
Property includes the multifamily and commercial areas adjacent to the District.
"Notice of Assessment Termination" means a document that shall be recorded in the Official
Public Records of the County 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 Plat or 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.
"Remainder Area" means all property within the District save and except Improvement Area #1.
"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.
"Remainder Area Apportionment of Costs" means an Apportionment of Costs against a Parcel
within the Remainder Area for the Remainder Area Projects, as shown on Exhibit B-2, subject to
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reallocation upon the subdivision of such Parcel or reduction according to the provisions herein
and in the PID Act.
"Remainder Area Projects" means the pro rata portion of the Major Improvements allocable to
the Remainder Area based on Estimated Buildout Value.
"Service and Assessment Plan" means this The Woods at Lindsey Place Public Improvement
District Service and Assessment Plan as updated, amended, or supplemented from time to time.
"Service Plan" covers a period of at least five years and defines the annual indebtedness and
projected costs of the Authorized Improvements, more specifically described in Section IV.
"Trustee" means the trustee or successor trustee under an Indenture.
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SECTION II: THE DISTRICT
The District includes approximately 198.006 contiguous acres located within the corporate limits
of the City, the boundaries of which are more particularly described by the legal description on
Exhibit 1-1 and depicted on Exhibit A-1. Development of the District is anticipated to include
approximately 951 Lots developed with single-family homes.
Improvement Area #1 includes approximately 57.444 contiguous acres located within the
corporate limits of the City, the boundaries of which are more particularly described by the legal
description on Exhibit 1-2 and depicted on Exhibit A-2. Development of Improvement Area #1 is
anticipated to include approximately 218 Lots developed with single-family homes (188 single-
family homes classified as Lot Type 1, and 30 single-family homes classified as Lot Type 2)_
The Remainder Area includes approximately 140.562 contiguous acres located within the
corporate limits of the City. Development of the Remainder Area is anticipated to include
approximately 733 Lots developed with single-family homes.
SECTION III: AUTHORIZED IMPROVEMENTS
The City, based on information provided by the Developer and its engineer and reviewed by the
City staff and by third -party consultants retained by the City, has determined that the Authorized
Improvements confer a special benefit on the Assessed Property and/or the Apportioned
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.
A. improvement Area #1 Improvements
■ Erosion Control
Improvements including silt fences, inlet protection, rock check dams, drill seeding, soil
retention blankets, biodegradable erosion control logs, and construction exit/entrances
necessary to provide erosion control for all Lots within Improvement Area #1.
■ Excavation
Excavation improvements include related earthworks, excavation, intersections, and re -
vegetation of all disturbed areas within the right-of-way of Improvement Area #1.
■ Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide
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sanitary sewer service for all Lots within Improvement Area #1.
■ Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage for all Lots within Improvement Area
#1.
■ Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service for all Lots within
Improvement Area #1.
■ Paving
Roadway improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re -
vegetation of all disturbed areas within the right-of-way of Improvement Area #1.
■ Street Lights
Improvements including traffic signage, streetlights, and stop lights are included. These
traffic and lighting improvements will provide a benefit to all Lots within Improvement
Area #1.
• Soft Costs
Includes costs related to designing, constructing, and installing the Improvements Area
#1 Improvements including land planning and design, City fees, engineering, soil testing,
survey, construction management, contingency, legal costs, consultants, and costs
associated with financing the Improvement Area #1 improvements.
B. Major Improvements
■ Excavation
Excavation improvements include excavation, intersections, and re -vegetation of all
disturbed areas within the right-of-way benefitting the entire District.
■ Sanitary Sewer
Sanitary Sewer improvements include trench excavation and embedment, trench safety,
PVC piping, manholes, concrete easement, stub outs to future developments, testing,
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related earthwork, erosion control, and all necessary appurtenances required to provide
sanitary sewer service to the entire District.
■ Storm Sewer
Storm Sewer improvements include earthen channels, swales, RCP piping and boxes,
manholes, curb and drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to
future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide storm drainage to the entire District.
■ Water
Water improvements include trench excavation and embedment, trench safety, PVC
piping, stub outs to future developments, testing, related earthwork, erosion control, and
all necessary appurtenances required to provide water service to the entire District.
■ Paving
Paving improvements include subgrade stabilization, concrete and reinforcing steel for
roadways, testing, and handicapped ramps, related earthworks, intersections, and re -
vegetation of all disturbed areas within the right-of-way of the District.
■ Soft Costs
Includes costs related to designing, constructing, and installing the Major Improvements
including land planning and design, City fees, engineering, soil testing, survey,
construction management, contingency, legal costs, consultants, District Formation
Expenses, and 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.
■ Capitalized Interest
Equals the amount required to be deposited for the purpose of paying capitalized interest
under an applicable Indenture in connection with the issuance of PID Bonds.
■ Underwriter's Discount
Equals a percentage of the par amount of a particular series of PID Bonds related to the
costs of underwriting such PID Bonds.
■ Underwriter's Counsel
Equals a percentage of the par amount of a particular series of PID Bonds reserved for the
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underwriter's attorney fees.
■ Cost of Issuance
Includes costs of issuing a particular series of PID Bonds, including but not limited to issuer
fees, attorney fees, financial advisory fees, consultant fees, appraisal fees, printing costs,
publication costs, City costs, fees charged by the Texas Attorney General, and any other
cost or expense directly associated with the issuance of PID Bonds.
D. Other Costs
■ First Year Annual Collection Costs
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 (i) cover a period of at least five years, (ii) define the
annual projected costs and indebtedness for the Authorized Improvements undertaken within
the District during the five-year period and (iii) include a copy of the notice form required by
Section 5.014 of the Texas Property Code, as amended. The Service Plan must be reviewed and
updated by the City Council at least annually in each Annual Service Plan Update. Exhibit C
summarizes the Service Plan for Improvement Area #1. The notice form required by Section 5.014
of the Texas Property Code is attached hereto as Appendix B.
Exhibit D summarizes the sources and uses of funds required to construct the Authorized
Improvements. The sources and uses of funds shown on Exhibit D shall be updated in the Annual
Service Plan Update to reflect any budget revisions and Actual Costs.
SECTION V: ASSESSMENT PLAN
The PID Act allows the City Council to apportion the costs of the Authorized Improvements to the
Assessed Property and Apportioned Property based on the special benefit received from the
Authorized Improvements. The PID Act provides that such costs may be apportioned: (1) equally
per front foot or square foot; (2) according to the value of property as determined by the City,
with or without regard to improvements constructed on the property; or (3) in any other manner
approved by the City that results in imposing equal shares of such costs on property similarly
benefited. The PID Act further provides that the governing body may establish by ordinance or
order reasonable classifications and formulas for the apportionment of the cost between the City
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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
governmental powers and is conclusive and binding on the Developer and all future owners and
developers of the Assessed Property and Apportioned Property.
A. Assessment Methodology
The City Council, acting in its legislative capacity based on information provided by the Developer
and its engineer and reviewed by the City staff and by third -party consultants retained by the
City, has determined that the costs related to the Authorized Improvements shall be allocated
as follows:
■ The costs of the Improvement Area #1 Improvements shall be allocated 100% to
Improvement Area #1 Assessed Property based on the ratio of the Estimated Buildout
Value of each Lot Type designated as Improvement Area #1 Assessed Property to the
Estimated Buildout Value of all Improvement Area #1 Assessed Property. 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 Improvements.
■ The costs of the Major Improvements shall be allocated 24.23%to Improvement Area #1
Assessed Property and 75.77% to the Remainder Area Apportioned Property pro rata
based on the Estimated Buildout Value as illustrated on Exhibit B-1.
B. Assessments
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, and are subject
to revisions made in any Annual Service Plan Update.
The Maximum Assessment for each Lot Type within Improvement Area #1 is shown on Exhibit E.
In no case will the Assessment for Lot Type 1, and Lot Type 2 within Improvement Area #1 exceed
the corresponding Maximum Assessment.
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C. Findings of Special Benefit
The City Council, acting in its legislative capacity based on information provided by the Developer
and its engineer and reviewed by the City staff and by third -party consultants retained by the
City, has found and determined:
■ Improvement Area #1
■ The total costs of the Improvement Area #1 Projects equal $9,877,603 as shown
on Exhibit B-1; and
■ The Improvement Area #1 Initial Parcel receives special benefit from the
Improvement Area #1 Projects equal to or greater than the Actual Cost of the
Improvement Area #1 Projects; and
■ The Improvement Area #1 Initial Parcel will be allocated 100% of the Improvement
Area #1 Assessment levied for the Improvement Area #1 Projects, which equals
$7,419,000 as shown on the Improvement Area #1 Assessment Roll attached
hereto as Exhibit F-1; and
■ The special benefit ( >_ $9,877,603) received by the Improvement Area #1 Initial
Parcel from the Improvement Area #1 Projects is equal to or greater than the
amount of the Improvement Area #1 Assessment ($7,419,000) levied on the
Improvement Area #1 Initial Parcel for the Improvement Area #1 Projects; and
■ At the time the City Council approved this Service and Assessment Plan, the
Developer owned 100% of the Improvement Area #1 Initial Parcel. The Developer
acknowledged that the Improvement Area #1 Projects confer a special benefit on
the Improvement Area #1 Initial Parcel and consented to the imposition of the
Improvement Area #1 Assessment to pay for the Actual Costs associated
therewith. The Developer ratified, confirmed, accepted, agreed to, and approved:
(1) the determinations and findings by the City Council as to the special benefits
described herein and the applicable Assessment Ordinance; (2) this Service and
Assessment Plan and the applicable Assessment Ordinance; and (3) the levying of
the Improvement Area #1 Assessment on the Improvement Area #1 Initial Parcel.
■ Remainder Area
• The total costs of the Remainder Area Projects allocable to the Remainder Area as
financed by the Developer equals $4,051,780 as shown on Exhibit B-2; and
■ The Remainder Area receives special benefit from the Remainder Area Projects
equal to or greater than the Actual Cost of the Remainder Area Projects
apportioned to the Remainder Area Apportioned Property; and
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■ The Remainder Area Apportioned Property will be apportioned 100% of the
Remainder Area Projects, which equals $4,051,780 as shown on Exhibit B-2, of
which all or a portion of such amount is expected to be levied by the City at a later
date; and
■ At the time the City Council approved this Service and Assessment Plan, the
Developer owned 100% of the Remainder Area Apportioned Property. The
Developer acknowledged that the Remainder Area Projects confer a special
benefit on the Remainder Area Apportioned Property and consented to the
imposition of the Remainder Area Apportionment of Costs in anticipation of a
future levy of Assessments by the City Council to pay for all or a portion of the
Remainder Area Apportionment of Costs of Remainder Area Projects associated
therewith. The Developer ratified, confirmed, accepted, agreed to, and approved:
(1) the determinations and findings by the City Council as to the special benefits
described herein; (2) this Service and Assessment Plan; and (3) the Apportionment
of Costs on the Remainder Area Apportioned Property.
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 PID Bonds may exceed the interest rate on the 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.
The interest on the Improvement Area #1 Assessment securing the Improvement Area #1
Reimbursement Obligation shall be collected at rates established under the Improvement Area
#1 Reimbursement Agreement as part of the Improvement Area #1 Annual Installment.
Additional Interest cannot be collected on the Improvement Area #1 Assessment securing the
Improvement Area #1 Reimbursement Obligation.
SECTION VI: TERMS OF THE ASSESSMENTS
A. Reallocation of Assessments
1. Upon Division Prior to Recording of Subdivision Plot
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Upon the division of any Assessed Property (without the recording of 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=Bx(C=D)
Where the terms have the following meanings:
A = the Assessment for the newly divided Assessed Property
B = the Assessment for the Assessed Property prior to division
C = the Estimated Buildout Value of the newly divided Assessed Property
D = the sum of the Estimated Buildout Value for all of the newly divided Assessed
Properties
The calculation of the Assessment of an Assessed Property shall be performed by the
Administrator and shall be based on the Estimated Buildout Value of that Assessed
Property, relying on information from homebuilders, market studies, appraisals, Official
Public Records of the County, and any other relevant information regarding the Assessed
Property, as provided by the Developer. The Estimated Buildout Value for Lot Type 1 and
Lot Type 2 are shown on Exhibit E and will not change in future Annual Service Plan
Updates. The calculation as confirmed by the City Council shall be conclusive.
The sum of the Assessments for all newly divided Assessed Properties shall equal the
Assessment for the Assessed Property prior to subdivision. The calculation shall be made
separately for each newly divided Assessed Property. The reallocation of an Assessment
for an Assessed Property that is a homestead under Texas law may not exceed the
Assessment prior to the reallocation. Any reallocation pursuant to this section shall be
reflected in the next Annual Service Plan Update and approved by the City Council.
2. Upon Subdivision by o Recorded Subdivision Plot
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 same
Lot Type
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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 same Lot Type
Prior to the recording of a subdivision plat, the Developer shall provide the City an
Estimated Buildout Value for each Lot to be create after recording the subdivision plat as
of the date of the subdivision plat is anticipated to be recorded. The calculation of the
Assessment for a Lot shall be performed by the Administrator and confirmed by the City
Council based on Estimated Buildout Value information provided by the Developer,
homebuilders, third party consultants, and/or the Official Public Records of the County
regarding the Lot. The Estimated Buildout Value for Lot Type 1 and Lot Type 2 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 next Annual Service Plan Update and approved by the City
Council.
3. Upon Consolidation
If two or more Lots or Parcels are consolidated into a single Parcel or Lot, the
Administrator shall allocate the Assessments against the Lots or Parcels before the
consolidation to the consolidated Lot or Parcel, which allocation shall be reflected in the
next Annual Service Plan Update and approved by the City Council. 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 there of shall pay 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. Following payment of the
foregoing costs in full, the City shall provide the owner with a recordable "Notice of PID
Assessment Termination," a form of which is attached hereto as Exhibit H.
C. True -Up of Assessments if Maximum Assessment Exceeded at Plat
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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 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.
D. Reduction of Assessments
If as a result of cost savings or the failure to construct all or a portion of an Authorized
Improvement, the Actual Costs of completed Authorized Improvements are less than the
Assessments, (i) in the event PID Bonds are not issued, the City Council shall reduce each
Assessment on a pro rata basis such that the sum of the resulting reduced Assessments for all
Assessed Property equals the reduced Actual Costs that were expended, or (ii) in the event that
PID Bonds are issued, the Trustee shall apply amounts on deposit in the applicable account of the
Project Fund, relating to the PID Bonds, that are not expected to be used for purposes of the
Project Fund to redeem outstanding PID Bonds, unless otherwise directed by the applicable
Indenture. Excess PID Bond proceeds shall be applied to redeem outstanding PID Bonds. The
Assessments shall not, however, be reduced to an amount less than the amount required to pay
all debt service requirements on all outstanding PID Bonds.
The Administrator shall update (and submit to the City Council for review and approval as part of
the next Annual Service Plan Update) the Assessment Roll and corresponding Annual Installments
to reflect the reduced Assessments.
E. Prepayment of Assessments
The owner of any Assessed Property may pay, at any time, all or any part of an Assessment in
accordance with the PID Act. Prepayment Costs, if any, may be paid from a reserve established
under the applicable Indenture. If an Annual Installment has been billed, or the Annual Service
Plan Update has been approved by 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 as
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
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 20
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Installments shall terminate with respect to said Assessed Property; and (4) the City shall provide
the owner with a recordable "Notice of PID 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 to the City Council for review and approval as part of the next Annual Service
Plan Update; and (3) the obligation to pay the Assessment will be reduced to the extent of the
Prepayment made.
For purposes of Prepayments, the Improvement Area 41 Reimbursement Obligation is and will
remain subordinated to (i) the Improvement Area #1 Bonds and (ii) any additional PID Bonds
secured by a parity lien on the Improvement Area #1 Assessments issued to refinance all or a
portion of the Improvement Area 41 Reimbursement Obligation. For purposes of Prepayments,
additional PID Bonds issued to refinance all or a portion of the Improvement Area #1
Reimbursement Obligation will be on parity with the Improvement Area 41 Bonds.
F. Payment of Assessment in Annual Installments
Assessments that are not paid in full shall be due and payable in Annual Installments. Exhibit F-2
shows the projected Improvement Area #1 Annual Installments. Annual Installments are subject
to adjustment in each Annual Service Plan Update.
Prior to the recording of a final subdivision plat, if any Parcel shown on the Assessment Roll is
assigned multiple tax parcel identification numbers for billing and collection purposes, the Annual
Installment shall be allocated pro rata based on the acreage of the property not including any
Non -Benefited Property or Non -Assessed Property, as shown by the Collin Central Appraisal
District for each tax parcel identification number.
The Administrator shall prepare and submit to the City Council for its review and approval an
Annual Service Plan Update to allow for the billing and collection of Annual Installments. Each
Annual Service Plan Update shall include updated Assessment Rolls and updated calculations of
Annual Installments. The Annual Collection Costs for a given Assessment shall be paid by the
owner of each Parcel pro rata based on the ratio of the amount of outstanding Assessment
remaining on the Parcel to the total outstanding Assessment. Annual Installments shall be
reduced by any credits applied under an applicable Indenture, such as capitalized interest,
interest earnings on account balances, and any other funds available to the Trustee for such
purposes. Annual Installments shall be collected by the City in the same manner and at the same
time as ad valorem taxes. Annual Installments shall be subject to the penalties, procedures, and
foreclosure sale in case of delinquencies as set forth in the PID Act and in the same manner as ad
valorem taxes due and owing to the City. The City Council may provide for other means of
collecting Annual Installments. Assessments shall have the lien priority specified in the PID Act.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 21
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Sales of the Assessed Property far nonpayment of Annual Installments shall be subject to the lien
for the remaining unpaid Annual Installments against the Assessed Property, and the Assessed
Property may again be sold at a judicial foreclosure sale if the purchaser fails to timely pay any of
the remaining unpaid Annual Installments as they become due and payable.
The City reserves the right to refund PID Bonds in accordance with applicable law, including the
PID Act. In the event of a refunding, the Administrator shall recalculate the Annual Installments
so that total Annual Installments will be sufficient to pay the refunding bonds, and the refunding
bonds shall constitute "PID Bonds."
Each Annual Installment of an Assessment, including interest on the unpaid principal of the
Assessment, shall be updated annually. Each Annual Installment shall be due when billed and
shall be delinquent if not paid prior to February 1 of the following year. The initial Annual
Installments shall be due when billed and shall be delinquent if not paid prior to February 1, 2024.
Failure of an owner of an Assessed Property to receive an invoice for an Annual Installment on
the property tax bill shall not relieve said owner of the responsibility for payment of the
Assessment. Assessments, or Annual Installments thereof, that are delinquent shall incur
Delinquent Collection Costs. The City may provide for other means of collecting the Annual
Installments to the extent permitted by the PID Act, or other applicable law.
G. Prepayment as a Result of an Eminent Domain Proceeding or Taking
Subject to applicable law, if any portion of any Parcel of Assessed Property is taken from an owner
as a result of eminent domain proceedings or if a transfer of any portion of any Parcel of Assessed
Property is made to an entity with the authority to condemn all or a portion of the Assessed
Property in lieu of or as a part of an eminent domain proceeding (a "Taking"), the portion of the
Assessed Property that was taken or transferred (the "Taken Property") shall be reclassified as
Non -Benefited Property.
For the Assessed Property that is subject to the Taking as described in the preceding paragraph,
the Assessment that was levied against the Assessed Property (when it was included in the Taken
Property) prior to the Taking shall remain in force against the remaining Assessed Property (the
Assessed Property less the Taken Property) (the "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 in Annual Installments, or
payable as otherwise provided by this Service and Assessment Plan, as updated, or 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
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 22
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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 of 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 be $90.
Notwithstanding the previous paragraphs in this subsection, if the owner of the Taken 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. Said owner will remain liable to pay the Annual Installments 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.
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.
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SECTION Vill: 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, said owner's sole and exclusive remedy shall be to submit a written
notice of error to the Administrator by December 15' of the year following City Council's approval
of the calculation. Otherwise, said owner shall be deemed to have unconditionally approved and
accepted the calculation. The Administrator shall provide a written response to the City Council
and the owner not later than 30 days of such receipt of a written notice of error by the
Administrator. The City Council shall consider the owner's notice of error and the Administrator's
response at a public meeting, and not later than 30 days after closing such meeting, the City
Council shall make a final determination as to whether an error has been made. If the City Council
determines that an error has been made, the City Council 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 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.
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D. Form of Buyer Disclosure/Filing 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 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 an
Assessment Plan or any future Annual Service Plan Updates shall be filed and recorded in their
entirety.
E. Severability
If any provision of this Service and Assessment Plan is determined by a governmental agency or
court to be unenforceable, the unenforceable provision shall be deleted and, to the maximum
extent possible, shall be rewritten to be enforceable. Every effort shall be made to enforce the
remaining provisions.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 25
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I
EXHIBIT A-1— MAP OF THE DISTRICT
---- ---max:;' •�-
,
-
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 27
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EXHIBIT A-2 - MAP OF IMPROVEMENT AREA #1
EXHIBIT P-9: IMPROVEMENT AREA T
BOUNDARY EXHIBIT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
28
SERVICE AND ASSESSMENT PLAN
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I EXHIBIT A-3 - LOT TYPE CLASSIFICATION MAP I
LOT TYPE I HATCH
,• EO' LOTS (PD SF-721
. I
•' I SO' LOTS iPDSFbp)
FFRGVS0WR*WY ---- -
----------------- .... --- _
t1
-------------
.....
A... ,
i &CA
,
sunaus
,S
x•wcxs
i• •
-.i i
'
'
1
..... :
•
nr,rorn�,•r ,
AANtA
xlACrrp I
_
%•• r
'
.............. ........................
-
• ,
.' t� r.•r91ov"w-,An" 4
• :_
na Ana
i
-
nr oarA ro#pKwr CoommaauLOT •Li
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
29
SERVICE AND ASSESSMENT PLAN
TOTALLOTS
3D LOTS
I" LOTS
2023 - 2023000070650 06/26/2023 08:09 AM Page 39 of 112
EXHIBIT B-1- AUTHORIZED IMPROVEMENTS
Non -Assessed
Propertyz
District Eligible
Costs
Remaind r Area
Improvement Areo 1f1 Improvements
Erosion Control
$ 57,000
$
$
$ 57,000
100.00%
$ 57,000
0.00% $
Excavation
162,500
162,500
100.00%
162,500
0.00%
SanitarySewer
1,053,228
1,053,228
10C.00%
1,053,228
0.00%
Storm Sewer
1,771,838
1,771,838
100.00%
1,771,838
0.00%
Water
1,123,596
1,123,596
100.00%
1,123,596
0.00%
Paving
1,772,441
1,772,441
100,00%
1,772,441
0.00%
Street Lights
66,000
66,000
10C.00%
66,000
0.00%
Soft Costs'
1,329,145
1,329,145
100.00%
1,329,145
0.00%
$ 7,335,749
$ -
$
$ 7,335,748
S 7,335,748
$
Major Improvements
Excavation
$ 612,616
93,824
$
S 518,792
24.23%
$ 125,685
75.77% $ 393,107
Sanitary Sewer
1,212,374
185,679
1,026,695
24.23%
248,732
75.77% 777,963
Storm Sewer
1,136,739
174,095
962,644
24.23%
233,215
75.77% 729,429
Water
758,402
116,152
642,250
24.23%
155,595
75.77% 486,655
Paving
1,450,080
222,084
1,227,996
24.23%
297,501
75.77% 930,495
Soft Costs
1,144,068
175,218
968,850
24.23%
234,719
75.77% 734,132
$ 6,314,279
$ 967,052
$
$ 5,347,227
$ 2,295,447
$4,C51,780
Private Improvements
Private Improvements
$ 5,957,494
$ -
S 5,957,494
$ -
$
$
$ 5,957,494
$
$ 5,957,494
$ -
$ -
$
Bond Issuance Costs
Debt Service Reserve Fund
$ 539,608
$
$ -
$ 539,608
$ 538,608
$
Capitalized interest
-
-
Underwriter Discount
148,400
148,400
149,400
Underwriter's Counsel
74,200
74,200
74,200
Cost of Issuance
445,200
445,200
445,200
$ 1,206,408
$
$
$ 1,206,406
$ 1,2C6,408
$
Other Costs
First Year Annual Collection Costs
$ 40,000
$
$
$ 40,000
$ 40,000
S
$ 40,000
$
$
$ 40,000
$ 40,000
$
Total
$ 20,853,929
$ 967,052
$ 5,957,494
$ 13,929,383
$ 9,877,603
$ 4,053,780
Footnotes:
(1) Costs based on Engineer's Report, attached hereto as Appendix A.
(2) Non -Assessed Property allocated 15.32% of Major Improvements based on Acreage ($6,314,279 . 15.32% _ $967,052).
(3) Includes Engineering and Contingency as detailed in the Engineer's Report.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
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EXHIBIT B-2 - REMAINDER AREA APPORTIONMENT OF COSTS
Footnotes:
1) Reimbursable in part or in full from future Assessessments levied in the Remainder Area.
2) The costs of the Major Improvements apportioned pro rata based on Estimated Buildout Value between
Improvement Area #1 and the Remainder Area.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 31
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I EXHIBIT C -SERVICE PLAN
Principal
Interest
Annual Collection Costs
Additional Interest'
$ 3,000.00 $ 3,000.00 $ 2,000.00 $ 1,000.00 $ -
$ 572,004.90 $ 571,773.60 $ 571,542.30 $ 571,388.10 $ 571,311.00
(1) $ 575,004.90 $ 574,773.60 $ 573,542.30 $ 572,388.10 $ 571,311.00
(2) $ 40,000.00 $ 40,800.00 $ 41,616.00 $ 42,448.32 $ 43,297.29
(3)
Total Annual Installment (3) = (1) + (2) $ 615,004.90 $ 615,573.60 $ 615,158.30 $ 614,836.42 $ 614,608.29
Footnotes:
1) Additional Interest will not be charged on the Improvement Area #1 Reimbursement Obligation. In the event
Improvement Area #1 Bonds are issued, the Service Plan and Assessment Roll shall be updated to reflect the
Additional Interest collected for the Improvement Area #1 Bonds.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
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EXHIBIT D - SOURCES AND USES OF FUNDS
Improvement Area #1 Reimbursement Obligation $ - $ 7,419,000 $ - $ 7,419,000
Developer Contribution - Improvement Area #11 - 21458,603 - 2,458,603
Developer Contribution - Remainder Area - 4,051,780 4,051,780
Developer Contribution - Non -Assessed Property' 967,052 - 967,052
Developer Contribution - Private Improvements' 5,957,494 5,957,494
Total Sources $ 6,924,546 $ 9,877,603 $4,051,780 $ 20,853,929
Improvement Area #1 Improvements
Major Improvements
Private Improvements
Bond Issuance CostS2
Debt Service Reserve Fund
Capitalized Interest
Underwriter's Discount
Underwriter's Counsel
Cost of Issuance
Other Costs
First Year Annual Collection Costs
Total Uses
Footnotes:
$
-
$
7,335,748
$ -
$
7,335,748
967,052
1,295,447
4,051,780
6,314,279
5,957,494
-
-
5,957,494
$
6,924,546
$
8,631,195
$ 4,051,780
$
19,607,521
$
-
$
538,608
$ -
$
538,608
-
148,400
148,400
-
74,200
-
74,200
-
445,200
-
445,200
$
-
$
1,206,408
$ -
$
1,206,408
-
40,000
-
40,000
$
-
$
40,000
$ -
$
40,000
$
6,924,546
$
9,877,603
$ 4,051,780
$
20,853,929
1) Not reimbursable to the Developer through Assessments or PID Bond proceeds.
2) Preliminary estimate only, to be updated if Improvement Area #1 Bonds are issued.
3) Apportioned costs to be levied in part or in full at a later date.
-. - - -
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
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EXHIBIT E - MAXIMUM ASSESSMENT AND TAX RATE EQUIVALENT
Footnotes:
1) Per information provided by the Developer.
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EXHIBIT F-1- IMPROVEMENT AREA #1 ASSESSMENT ROLL
Footnotes:
1) The entire Improvement Area #1 is contained within Property ID 2832376. For billing purposes,
the Improvement Area #1 Annual Installment due 1/31/2024 shall be allocated pro rata based on
acreage.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 35
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EXHIBIT F-2 - PROJECTED IMPROVEMENT AREA #1 ANNUAL INSTALLMENT
2024
$
3,000.00
$
572,004.90
$
40,000.00
$
615,004.90
2025
$
3,000.00
$
571,773.60
$
40,800.00
$
615,573.60
2026
$
2,000.00
$
571,542.30
$
41,616.00
$
615,158.30
2027
$
1,000.00
$
571,388.10
$
42,448.32
$
614,836.42
2028
$
-
$
571,311.00
$
43,297.29
$
614,608.29
2029
$
151,000.00
$
420,147.00
$
44,163.24
$
615,310.24
2030
$
159,000.00
$
411,585.30
$
45,046.50
$
615,631.80
2031
$
167,000.00
$
402,570.00
$
45,947.43
$
615,517.43
2032
$
175,000.00
$
393,101.10
$
46,866.38
$
614,967.48
2033
$
184,000.00
$
383,178.60
$
47,803.71
$
614,982.31
2034
$
194,000.00
$
372,745.80
$
48,759.78
$
615,505.58
2035
$
204,000.00
$
361,746.00
$
49,734.98
$
615,480.98
2036
$
214,000.00
$
350,179.20
$
50,729.68
$
614,908.88
2037
$
225,000.00
$
338,045.40
$
51,744.27
$
614,789.67
2038
$
237,000.00
$
325,287.90
$
52,779.16
$
615,067.06
2039
$
249,000.00
$
311,850.00
$
53,834.74
$
614,684.74
2040
$
262,000.00
$
297,731.70
$
54,911.43
$
614,643.13
2041
$
276,000.00
$
282,876.30
$
56,009.66
$
614,885.96
2042
$
291,000.00
$
267,227.10
$
57,129.85
$
615,356.95
2043
$
306,000.00
$
250,727.40
$
58,272.45
$
614,999.85
2044
$
322,000,00
$
233,377.20
$
59,437.90
$
614,815.10
2045
$
339,000.00
$
215,119.80
$
60,626.66
$
614,746.46
2046
$
357,000.00
$
195,898.50
$
61,839.19
$
614,737.69
2047
$
376,000.00
$
175,656.60
$
63,075.97
$
614,732.57
2048
$
396,000.00
$
154,337.40
$
64,337.49
$
614,674.89
2049
$
418,000.00
$
131,884.20
$
65,624,24
$
615,508.44
2050
$
440,000.00
$
108,183.60
$
66,936.72
$
615,120.32
2051
$
464,000.00
$
83,235.60
$
68,275.45
$
615,511.05
2052
$
489,000.00
$
56,926.80
$
69,640.96
$
615,567.76
2053
$
515,000.00
$
29,200.50
$
71,033.78
$
615,234.28
Total
$
7,419,000.00
$
9,410,838.90
$
1,622,723.23
$
18,452,562.13
Footnotes:
1) The interest rate is calculated at 7.71% for years 1-5, and 5.67% for the remaining term, as described in
the Improvement Area #1 Reimbursement Agreement.
2) The figures shown above are estimates only and subject to change in Annual 5ervice Plan Updates.
Changes in Annual Collection Costs, interest earnings, or other available offsets could increase or decrease
the amounts shown.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 36
SERVICE AND ASSESSMENT PLAN
2023 - 202300007000 0612WM3 08-09 AM Page 46 of 112
EXHIBIT G-1- MAPS OF IMPROVEMENT AREA #1 IMPROVEMENTS
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THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 46
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 56 of 112
EXHIBIT H — FORM OF NOTICE OF PID ASSESSMENT TERMINATION
P3 Works, 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. 71h Street
Anna, TX 75409
Please contact me if you have any questions or need additional information.
Sincerely,
[Signature]
P3 Works, LLC
(817) 393-0353
Admin(a)P3-Works.com
www.P3-Works.com
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 47
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AFTER RECORDING RETURN TO:
[City Secretary Name]
120 W. 7th Street
Anna, TX 75409
NOTICE OF CONFIDENTIALITY RIGHTS: IF YOU ARE A NATURAL PERSON, YOU
MAY REMOVE OR STRIKE ANY OR ALL OF THE FOLLOWING INFORMATION
FROM ANY INSTRUMENT THAT TRANSFERS AN INTEREST IN REAL PROPERTY
BEFORE IT IS FILED FOR RECORD IN THE PUBLIC RECORDS: YOUR SOCIAL
SECURITY NUMBER OR YOUR DRIVER'S LICENSE NUMBER.
FULL RELEASE OF PUBLIC IMPROVEMENT DISTRICT LIEN
STATE OF TEXAS §
§ KNOW ALL MEN BY THESE PRESENTS:
COUNTY OF COLLIN §
THIS FULL RELEASE OF PUBLIC IMPROVEMENT DISTRICT LIEN (this "Full
Release") is executed and delivered as of the Effective Date by the City of Anna, Texas, a Texas
home rule municipality (the "City").
RECITALS
WHEREAS, the governing body (hereinafter referred to as the "City Council") of the City
of Anna, Texas is authorized by Chapter 372, Texas Local Government Code, as amended
(hereinafter referred to as the "Act"), to create public improvement districts within the corporate
Iimits of the City; and
WHEREAS, on February 14, 2023, the City Council of the City approved Resolution No.
creating The Woods at Lindsey Place Public Improvement District (the "District"); and
WHEREAS, the District consists of approximately 198.006 contiguous acres within the
corporate limits of the City; and
WHEREAS, on , the City Council, approved Ordinance No. ,
(hereinafter referred to as the "Assessment Ordinance") approving a service and assessment plan
and assessment roll for the real Property located with the District, the Assessment Ordinance being
recorded on , as Instrument No. in the Official Public Records of Collin
County, TX; and
WHEREAS, the Assessment Ordinance imposed an assessment in the amount of [amount]
(hereinafter referred to as the "Lien Amount") and further imposed a lien to secure the payment of
the Lien Amount (the "Lien") against the following property located within the District, to wit:
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 48
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[legal description], an addition to the City of [City], [County], Texas, according to
the map or plat thereof recorded as Instrument No. in the Map Records
of Collin County, Texas (the "Property"); and
WHEREAS, the Lien Amount has been paid in full.
RELEASE
NOW THEREFORE, for and in consideration of the full payment of the Lien Amount, the
City/County hereby releases and discharges, and by these presents does hereby release and
discharge, the Lien to the extent that is affects and encumbers the Property.
EXECUTED to be EFFECTIVE this the day of , 20_
CITY OF ANNA, TEXAS,
A Texas home rule municipality,
By:
[Manager Name], City Manager
ATTEST:
[Secretary Name], City Secretary
STATE OF TEXAS §
COUNTY OF COLLIN §
This instrument was acknowledged before me on the day of , 20_, by
[City Manager], City Manager for the City of Anna, Texas, a Texas home rule municipality, on
behalf of said municipality.
Notary Public, State of Texas
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 49
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EXHIBIT 1-1— DISTRICT LEGAL DESCRIPTION
Exhibit Q — Overall PID Legal Description
FIELD DESCRIPTION:
BEING a tract of land situated in the Town of Anna, Collin County, Texas, a part of Eli
Witt Survey, Abstract No. 997, being part of a called 275.00 acre tract of land described
in a Special Warranty Deed to D.R. Horton — Texas, Ltd., recorded in Instrument No.
20210212000310470, Official Public Records, Collin County, Texas (O.P.R.C.C.T), and
being more particularly described as follows:
COMMENCING at a five -eighths inch iron rod with yellow plastic cap that is illegible
found at the southeast comer of said 275.00 acre tract of land, said iron rod being at the
northeast comer of a called 226.62 acre tract of land described in a Warranty Deed to
OJR Partnership, Ltd. recorded in Volume 5106, Page 2380, O_P_R.C.C_T and said iron
rod being in the west line of a called 50.00 acre tract of land described in a Special
Warranty Deed with Vendor's Lien to MCI Preferred Income Fund 11, LLC, recorded in
Instrument No. 20210830001753370, (O.P_R.C_C.T);
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 168.60 feet
along the south line of said 275.00 acre tract of land and along the north line of said
226.62 acre tract of land to the POINT OF BEGINNING of the herein described tract of
land-,
THENCE South 89 degrees 28 minutes 48 seconds idlest, a distance of 2,480.27 feet
along the south line of said 275.00 acre tract of land) and along the north line of said
226.62 acre tract of land to a point for comer, from which a one-half inch iron rod with
yellow plastic cap stamped "BOHLER ENG" set (hereinafter called "iron rod set") at the
southwest comer of said 275.00 acre tract of land bears South 89 degrees 28 minutes
48 seconds West, a distance of 335.99 feet
THENCE North 00 degrees 34 minutes 00 seconds West, a distance of 385.03 feet to a
point for comer-,
THENCE North 29 degrees 27 minutes 03 seconds West, a distance of 120-00 feet to a
point for comer
THENCE Northeasterly 44.49 feet along a non -tangent curve to the left, having a central
angle of 03 degrees 13 minutes 35 seconds, a radius of 790.00 feet, a tangent of 22.25
feet and whose cord bears North 58 degrees 56 minutes 09 seconds East, a cord
distance of 44.48 feet to a point for comer,
THENCE Northeasterly 236.99 feet along a curve to the right, having a central angle of
14 degrees 55 minutes 17 seconds, a radius of 910.00 feet, a tangent of 119-17 feet
and whose cord bears North 64 degrees 47 minutes 01 seconds East, a cord distance
of 236.32 feet to a point for comer;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT SO
SERVICE AND ASSESSMENT PLAN
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THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 652.43 feet to a
point for comer;
THENCE North 89 degrees 26 minutes 21 seconds East, a distance of 144.81 feet to a
point for comer;
THENCE North 02 degrees 33 minutes 19 seconds East, a distance of 504.55 feet to a
point for comer,
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 1,369.34 feet to
a point for comer, -
THENCE South 89 degrees 26 minutes 21 seconds West, a distance of 620.00 feet to a
point for comer;
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 526.78 feet to a
point for comer-,
THENCE Northeasterly 1,091.99 feet along a curve to the right having a central angle
of 32 degrees 41 minutes 20 seconds, a radius of 1,914.00 feet, a tangent of 561.30
feet and whose cord bears North 15 degrees 47 minutes 01 seconds East, a cord
distance of 1,077.24 feet to a point for comer;
THENCE North 32 degrees 39 minutes 37 seconds East, a distance of 90.00 feet to a
point for comer,
THENCE North 32 degrees 43 minutes 36 seconds East, a distance of 144.49 feet to a
point in the north line of said 275.00 acre tract of land, said point being a the south line
of a called 555.801 acre tract of land, described as Tract B in a Special Warranty Deed
to Risland Mantua, LLC, recorded in Instrument No_ 20180625000783630,
(O.P_R.C.C_T);
THENCE South 86 degrees 39 minutes u3 seconas cast, a alsiarlce of 2bb. /8 feet
along the north line of said 275.00 acre tract of land and along a south line of said
555.801 acre tract of land to a one-half inch iron rod found for comer, from which a one-
half inch iron rod found bears North 01 degrees 19 minutes 02 seconds West, a
distance of 2.04 feet;
THENCE South 89 degrees 10 minutes 24 seconds East, a distance of 1,018.92 feet
along the north line of said 275.00 acre tract of land to a one-half inch iron rod set for
comer, said iron rod being at the southwest corner of a called 83.36 acre tract of land
described in a Quit Claim Deed to Alta McClain, recorded in Volume 626, Page 141,
(D.R.C.C.T) which is now listed in the Collin County Appraisal District records as being
owned by Laura Collins to which no transfer of title either direct or indirect can be found
in Collin County Deed Records;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 51
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THENCE South 89 degrees 16 minutes 53 seconds East, a distance of 111.06 feet
along a north line of said 275.00 acre tract of land and along the south line of said 83.36
acre tract of land to a one-half inch iron rod set at the northeast comer of said 275.00
acre tract of land, said iron rod being at the northwest comer of a called 95.444 acre
tract of land described in a Special Warranty Deed with Vendor's Lien to MCI
PREFERRED INCOME FUND II, LLC, recorded in Instrument No.
20210819001679920,(O.P.R.C.C.T);
THENCE along the east line of said 275.00 acre tract of land and along the west line of
said 95.444 acre tract of land as follows:
South 01 degrees 16 minutes 44 seconds East, a distance of 1,185.56 feet to a
one-half inch iron rod with yellow cap stamped "JBI" found for comer,
South 00 degrees 47 minutes 08 seconds East, a distance of 1,100.00 feet to a
one-half inch iron rod set at the most westerly southwest comer of said 95.444
acre tract of land;
THENCE North 88 degrees 32 minutes 52 seconds East, a distance of 906.82 feet
along the most easterly north line of said 275.00 acre tract of land and along the most
westerly south line of said 95.444 acre tract of land to a point for comer,
THENCE South 00 degrees 44 minutes 46 seconds East, a distance of 314.82 feet to a
point for comer,
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 481.91 feet to a
point for comer,
THENCE South 00 degrees 31 minutes 12 seconds East, a distance of 889.34 feet to a
point for comer
THENCE Southeasterly 120.981 feet along a curve to the left, having a central angle of
14 degrees 35 minutes 35 seconds, a radius of 475.00 feet, a tangent of 60.82 feet and
whose cord bears South 07 degrees 49 minutes 00 seconds East, a cord distance of
120.66 feet to a point for comer;
THENCE South 39 degrees 17 minutes 34 seconds East, a distance of 55.80 feet to a
point for comer,
THENCE Southeasterly 38.63 feet along a non -tangent curve to the left, having a
central angle of 04 degrees 51 minutes 53 seconds, a radius of 455.00 feet, a tangent
of 19.33 feet and whose cord bears South 23 degrees 58 minutes 10 seconds East, a
cord distance of 38.62 feet to a point for comer,
THENCE South 26 degrees 24 minutes 07 seconds East, a distance of 56.52 feet to a
point for comer,
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 52
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THENCE South 68 degrees 02 minutes 34 seconds East, a distance of 44.84 feet to a
point for comer;
THENCE Northeasterly 361.48 feet along a non -tangent curve to the right, having a
central angle of 16 degrees 26 minutes 14 seconds, a radius of 1,260.00 feet, a tangent
of 181.99 feet and whose cord bears North 79 degrees 13 minutes 01 seconds East, a
cord distance of 360.24 feet to a point for comer;
THENCE South 00 degrees 44 minutes 46 seconds East, a distance of 120.07 feet to a
point for comer,
THENCE Southwesterly 497.56 feet along a non -tangent curve to the left, having a
central angle of 25 degrees 00 minutes 25 seconds, a radius of 1,140.00 feet, a tangent
of 252.80 feet and whose cord bears South 74 degrees 44 minutes 27 seconds West, a
cord distance of 493.62 feet to a point for comer,
THENCE South 62 degrees '14 minutes 14 seconds West, a distance of 202.70 feet to a
point for comer:
THENCE South 27 degrees 45 minutes 46 seconds East, a distance of 15.00 feet to a
point for comer;
THENCE South 49 degrees '18 minutes 42 seconds East, a distance of 194.61 feet to a
point for corner.
THENCE South 00 degrees 31 minutes 12 seconds East, a distance of 305.98 feet to a
point for comer.
THENCE North 89 degrees 28 minutes 48 seconds East, a distance of 501.05 feet to a
point for comer.
THENCE South 01 degrees 14 minutes 22 seconds West, a distance of 327.87 feet to a
point for comer,
THENCE Southeasterly 60.96 feet along a curve to the left, having a central angle of 02
degrees 46 minutes 20 seconds, a radius of 1,260.00 feet, a tangent of 30.49 feet and
whose cord bears South 00 degrees 08 minutes 48 seconds East, a cord distance of
60.96 feet to the POINT OF BEGINNING and containing 8,625,128 square feet or
198.006 acres.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
53
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EXHIBIT 1-2 — IMPROVEMENT AREA #1 LEGAL DESCRIPTION
Exhibit Q-1 — PID Improvement Area 1 Legal Description
WHEREAS, LHJH PROPERTIES, LTD., is the owner of a tract of land situated in the
Town of Anna, Collin County, Texas, a part of Eli Witt Survey, Abstract No. 997, being
part of a called 159.819 acre tract of land described in a Special Warranty Deed to
LHJH Properties, Ltd., recorded in Instrument No. 20061003001424600, Official Public
Records, Collin County, Texas (O.P_R_C.C.T) and being more particularly described as
follows:
BEGINNING at a five -eighths inch iron rod With yellow plastic cap that is illegible found
at the southeast comer of said 159.819 acre tract of land and the northeast comer of a
called 226.62 acre tract of land described in a Warranty Deed to QJR Partnership, Ltd.
recorded in Volume 5106, Page 2380, O.P.R.C.C.T and said iron rod being in the west
line of a called 50.00 acre tract of land described in a Special Warranty Deed to Kayasa
Holdings, LLC, recorded in Instrument No. 201908007000946750, (O_P.R.C.C.T);
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 659.19 feet
along the south line of said 159.819 acre tract of land and along the north line of said
226.62 acre tract of land to a one-half inch iron rod with yellow plastic cap stamped
"BOHLER ENG" (hereinafter called `iron rod set") set for corner;
THENCE over and across said 159.819 acre tract of land, the following courses and
distances:
North 00 degrees 31 minutes 12 seconds West, a distance of 694.65 feet to a
capped iron rod set for comer,
North 49 degrees 18 minutes 42 seconds West, a distance of 194.61 feet to a
capped iron rod set for comer,
North 27 degrees 45 minutes 46 seconds West, a distance of 15.00 feet to a
capped iron rod set for comer,
South 62 degrees 14 minutes 14 seconds West, a distance of 357.72 feet to a
capped iron rod set at the beginning of a tangent curve to the right,
In a southwesterly direction, a distance of 597.97 feet, having a central angle of
27 degrees 11 minutes 29 seconds, a radius of 1,260.00 feet, a tangent length of
304.73 feet and whose chord bears South 75 degrees 49 minutes 59 seconds
West a distance of 592.38 feet to a capped iron rod set for corner;
South 89 degrees 25 minutes 44 seconds West, a distance of 287.14 feet to a
capped iron rod set;
South 44 degrees 25 minutes 44 seconds West a distance of 42.43 feet to a
capped iron rod set;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
SERVICE AND ASSESSMENT PLAN S4
2023 - 2023000070650 06/26/2023 08.09 AM Page 64 of 112
South 89 degrees 25 minutes 44 seconds West, a distance of 90.00 feet to a
capped iron rod set
North 45 degrees 34 minutes 16 seconds West a distance of 42.43 feet to a
capped iron rod set and
South 89 degrees 25 minutes 44 seconds West a distance of 42.00 feet at the
beginning of a curve to the left;
In a southwesterly direction, a distance of 442.68 feet, having a central angle of
32 degrees 06 minutes 22 seconds, a radius of 790.00 feet, a tangent length of
227.32 feet and whose chord bears South 73 degrees 22 minutes 33 seconds
West a distance of 436.91 to a capped iron rod set at the beginning Of a curve to
the right;
In a southwesterly direction, a distance of 408.87 feet, having a central angle of
25 degrees 44 minutes 36 seconds, a radius of 910 feet, a tangent length of
207.94 feet and whose chord bears South 70 degrees 11 minutes 40 seconds a
distance of 405.44 feet to a capped iron rod set; said capped iron rod being in
the west line of said 159.819 acre tract of land and the east line of a called
555.801 acre tract of land, described as Tract B in a Special Warranty Deed to
Risland Mantua, LLC, recorded in Instrument No. 20180625000783630,
O.P.R.C.C.T., from which a one-half inch iron rod found at the most southerly
southeast comer of a said 555.801 acre tract of land and the northeast comer of
a called 17.863 acre tract of land described in a Special Warranty Deed to Anna
18, LLC, recorded in Instrument No. 20161020001423440, O.P.R.C.C.T. bears
South 00 degrees 33 minutes 39 seconds East a distance of 243.59 feet;
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 120.86 feet
along the west line of said 159.819 acre tract of land and the east line of 555.801 acre
tract of land to a capped iron rod set at the beginning of a non -tangent curve to the left;
THENCE over and across said 159.819 acre tract of land, the following courses and
distances:
In a northeasterly direction, a distance of 341.53 feet, having a central angle of
24 degrees 46 minutes 13 seconds, a radius of 790.00 feet, a tangent length of
173.48 feet and whose chord bears North 69 degrees 42 minutes 28 seconds
East a distance of 338.88 feet to a capped iron rod set for the beginning of a
curve to the left. -
In a northeasterly direction, a distance of 236.99 feet, having a central angle of
14 degrees 55 minutes '17 seconds, a radius of 910.00 feet, a tangent length of
119.17 feet and whose chord bears North 64 degrees 47 minutes 01 seconds
East a distance of 236 32 feet to a capped iron rod;
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 55
SERVICE AND ASSESSMENT PLAN
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North 00 degrees 33 minutes 39 seconds East, a distance of 652.43 feet to a
capped iron rod set for comer,
North 89 degrees 26 minutes 21 seconds East a distance of 144.81 feet to a
capped iron rod set for comer:
North 02 degrees 33 minutes 19 seconds East a distance of 508.75 feet to a
capped iron rod set for comer:
North 00 degrees 33 minutes 39 seconds West a distance of 59.43 feet to a
capped iron rod set for comer,
North 89 degrees 25 minutes 47 seconds East, a distance of 556.69 feet to a
capped iron rod set for comer:
North 62 degrees 13 minutes 50 seconds East, a distance of 937.37 feet to a
capped iron rod set for comer;
North 77 degrees 11 minutes 7 seconds East, a distance of 91.82 feet to a
capped iron rod set for comer,
North 89 degrees 28 minutes 48 seconds East, a distance of 161.53 feet to a
capped iron rod set for comer,
South 00 degrees 31 minutes 12 seconds East, a distance of 899.34 feet to a
capped iron rod set for comer and beginning of a non -tangent curve to the left;
In a southerly direction, a distance of 121.05, having a central angle of 16
degrees 6 minutes 40 seconds, a radius of 430.50 feet, a tangent length of 60.93
feet, and whose chord bears South 89 degrees 45 minutes 40 seconds East a
distance of 121.05 feet;
South 39 degrees 17 minutes 34 seconds East, a distance of 55.75 feet to a
capped iron rod set for comer beginning of a non -tangent curve to the left, -
In a southeasterly direction, a distance of 38.49 feet, having a central angle of 4
degrees 50 minutes 49 seconds, a radius of 455.00 feet, a tangent length of
19.26 feet, and whose chord bears North 68 degrees 26 minutes 43 seconds
East a distance of 38.48 feet to a capped iron rod set;
South 26 degrees 24 minutes 7 seconds East, a distance Of 56.71 feet to a
capped iron rod set for comer;
Soil") G8 cleglees 2 rflinules 34 somruis Fast, ca c;islimue cif 44.114 feel to a
capped iron rod set for comer,
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 56
SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 66 of 112
South 19 degrees 0 minutes 5 seconds East, a distance of 120.00 feet to a
capped iron rod set for comer,
In a southeasterly direction, a distance of 174.31 feet, having a central angle of
08 degrees 45 minutes 39 seconds, a radius of 1140.00 feet, a tangent length of
87.33 feet, and whose chord bears South 66 degrees 37 minutes 04 seconds
West a distance of 174.14 feet to a capped iron rod set for comer,
South 62 degrees 14 minutes '14 seconds West, a distance of 202.70 feet to the
POINT OF BEGINNING, containing 2,502,260.24 square feet or 57.4440 acres,
more or less.
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 57
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08:09 AM Page 67 of 112
APPENDIX A — ENGINEER'S REPORT
[Remainder of page left intentionally blank.]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT SB
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 0612612O23 08.09 AM Page 68 of 112
BOHLERI
DATED: MARCH 6, 2023
RE; ENGINEER'S REPORT
THE WOODS AT LINDSEY PLACE
ANNA, TEXAS
2600 Network Blvd
Frisco, TX 75034
469.458.7300
INTRODUCTION
The Woods at Lindsey Place is a proposed single-family development including approximately 198 AC
and is anticipated to include approximately 951 single family homes located approx. 3,000 ft (" 0.57
miles) east of U.S. 75 and approximately 1200 ft west of County Road 369, Anna, Texas (City) as depicted
in Exhibit A. This Engineer's report includes the documents requested by the City for the formation of
the Public Improvement District (PID) and the issuance of bonds. Bonds are anticipated to be used to
finance public infrastructure projects vital for the development within the PID.
DEVELOPMENT COSTS
An engineer's Opinion of Probable Cost (OPC) has been prepared for all off -site and on -site
infrastructure and is included as Exhibit B.
DEVELOPMENT IMPROVEMENTS
Development Improvements have been separated into On -site Developer Improvements, Public Major
Improvements, and Area 1 improvements.
The Public Major Improvements will be included in the PID. These improvements include all related
earthwork, excavation, erosion control, and utilities.
Roodwoy
Improvements include subgrade stabilization, concrete and reinforcing steel for roadways,
testing, and handicapped ramps, related earthwork, excavation, erosion control, intersections,
and re -vegetation of all disturbed areas within the right-of-way. The street improvements will
provide benefit to future developments, including The Woods at Lindsey Place.
• watersystems
Improvements include trench excavation and embedment, trench safety, PVC piping, stub outs
to future developments, testing, related earthwork, erosion control, and all necessary
appurtenances required to provide water service to future developments, including The Woods
at Lindsey Place.
TEXAS BOARD OFPROFESSIONAL ENGINEERS NO. 18065 • TEXAS BOARD OF PROFESSIONAL LAND SURVEYING NO. 10194413
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 59
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 69 of 112
BOHLER//
• SanitorySewer
Page 2 of 2
Improvements include trench excavation and embedment, trench safety, PVC piping, manholes,
concrete encasement, stub outs to future developments, testing, related earthwork, erosion
control, and all necessary appurtenances required to provide sanitary sewer service to future
developments, including The Woods at Lindsey Place.
• Storm Sewer
improvements include earthen channels, swales, RCP piping and boxes, manholes, curb and
drop inlets, headwalls, concrete flumes, rock rip rap, stub outs to future developments, testing,
related earthwork, erosion control, and all necessary appurtenances required to provide storm
drainage to future developments, including The Woods at Lindsey Place.
The Improvement Area 1 Improvements will be included in the PID. These include all related earthwork,
excavation, erosion control, and utilities Improvements noted in the Public Major Improvements and
will provide benefit to each Lot within Improvement Area 1.
On -site Developer Improvements for the project are depicted in Exhibit Cthrough Exhibit G, Public
Major Improvements are depicted in Exhibit H through Exhibit L, and Improvement Area 1
Improvements are depicted in Exhibit C-1 though Exhibit G-1 and Exhibit M-1 through Exhibit N-1 and
Exhibit P-1 though Exhibit Q-1.
DEVELOPMENT SCHEDULE
Design Stage
The Overall Preliminary Plat for the entire development has been approved by the City of Anna.
The flood study has been approved by the City of Anna.
The On -site and Off -site civil construction plans for Phase #1 Improvements and Off -site Public
Improvements have been approved by the City of Anna.
Construction Stage
Phase 1 of The Woods at Lindsey Place and the Off -site Public Improvements began in Fall 2021 with
final acceptance from the City anticipated fall of 2022. A project schedule for the home build out Is
depicted in Exhibit O.
Dean Cardwell, P.E.
DEAN 0.CARDWELL
p. 115432
j• V`J
• CIVILAND CONSULTING ENGINEERS • PROJECTMANAGERS • SURVEYORS
W W W.R OHLERENGI N EERI NG. COM
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 60
SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 70 of 112
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SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 71 of 112
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THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 64
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 74 of 112
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THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 65
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/2612023 08:09 AM Page 75 of 112
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THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 66
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 76 of 112
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THE WOODS AT LINDSEY PLACE ' '\
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THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 67
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 0612612023 08.09 AM Page 77 of 112
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THE WOODS AT LINDSEY PLACE
ANNA, TEXAS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 68
SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 78 of 112
Exhibit O- The Woods at Lindsey Place Schedule August 2022
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 69
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 79 of 112
Exhibit P - Overall P1D Boundary
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SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 80 of 112
Exhibit Q — Overall PID Legal Description
FIELD DESCRIPTION:
BEING a tract of land situated in the Town of Anna, Collin County, Texas, a part of Eli
Witt Survey, Abstract No. 997, being part of a called 275.00 acre tract of land described
in a Special Warranty Deed to D.R. Horton — Texas, Ltd., recorded in Instrument No.
20210212000310470, Official Public Records, Collin County, Texas (O.P.R.C.C.T), and
being more particularly described as follows:
COMMENCING at a five -eighths inch iron rod with yellow plastic cap that is illegible
found at the southeast corner of said 275.00 acre tract of land, said iron rod being at the
northeast corner of a called 226.62 acre tract of land described in a Warranty Deed to
QJR Partnership, Ltd. recorded In Volume 5106, Page 2380, O.P.R.C.C.T and said iron
rod being in the west line of a called 50.00 acre tract of land described in a Special
Warranty Deed with Vendor's Lien to MCI Preferred Income Fund II, LLC, recorded in
Instrument No. 20210830001753370, (O.P.R.C.C.T);
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 168.60 feet
along the south line of said 275.00 acre tract of land and along the north line of said
226.62 acre tract of land to the POINT OF BEGINNING of the herein described tract of
land;
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 2,480.27 feet
along the south line of said 275.00 acre tract of land) and along the north line of said
226.62 acre tract of land to a point for corner, from which a one-half inch iron rod with
yellow plastic cap stamped "BOHLER ENG" set (hereinafter called "iron rod set") at the
southwest corner of said 275.00 acre tract of land bears South 89 degrees 28 minutes
48 seconds West, a distance of 335.99 feet
THENCE North 00 degrees 34 minutes 00 seconds West, a distance of 385.03 feet to a
point for corner;
THENCE North 29 degrees 27 minutes 03 seconds West, a distance of 120.00 feet to a
point for corner;
THENCE Northeasterly 44.49 feet along a non -tangent curve to the left, having a central
angle of 03 degrees 13 minutes 35 seconds, a radius of 790.00 feet, a tangent of 22.25
feet and whose cord bears North 58 degrees 56 minutes 09 seconds East, a cord
distance of 44.48 feet to a point for corner;
THENCE Northeasterly 236.99 feet along a curve to the right, having a central angle of
14 degrees 55 minutes 17 seconds, a radius of 910.00 feet, a tangent of 119.17 feet
and whose cord bears North 64 degrees 47 minutes 01 seconds East, a cord distance
of 236.32 feet to a point for corner;
EXHIBIT Q - PAGE 1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
71
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 81 of 112
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 652.43 feet to a
point for corner;
THENCE North 89 degrees 26 minutes 21 seconds East, a distance of 144.81 feet to a
point for corner;
THENCE North 02 degrees 33 minutes 19 seconds East, a distance of 504.55 feet to a
point for corner;
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 1,369.34 feet to
a point for corner;
THENCE South 89 degrees 26 minutes 21 seconds West, a distance of 620.00 feet to a
point for corner;
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 526.78 feet to a
point for corner;
THENCE Northeasterly 1,091.99 feet along a curve to the right, having a central angle
of 32 degrees 41 minutes 20 seconds, a radius of 1,914.00 feet, a tangent of 561.30
feet and whose cord bears North 15 degrees 47 minutes 01 seconds East, a cord
distance of 1,077.24 feet to a point for corner;
THENCE North 32 degrees 39 minutes 37 seconds East, a distance of 90.00 feet to a
point for corner;
THENCE North 32 degrees 43 minutes 36 seconds East, a distance of 144.49 feet to a
point in the north line of said 275.00 acre tract of land, said point being a the south line
of a called 555.801 acre tract of land, described as Tract B in a Special Warranty Deed
to Risland Mantua, LLC, recorded in Instrument No. 20180625000783630,
(O.P.R.C.C.T);
THENCE South 86 degrees 39 minutes 03 seconds East, a distance of 255.78 feet
along the north line of said 275.00 acre tract of land and along a south line of said
555.801 acre tract of land to a one-half inch iron rod found for corner, from which a one-
half inch iron rod found bears North 01 degrees 19 minutes 02 seconds West, a
distance of 2.04 feet;
THENCE South 89 degrees 10 minutes 24 seconds East, a distance of 1,018.92 feet
along the north line of said 275.00 acre tract of land to a one-half inch iron rod set for
corner, said iron rod being at the southwest corner of a called 83.36 acre tract of land
described in a Quit Claim Deed to Alta McClain, recorded in Volume 626, Page 141,
(D.R.C.C.T) which is now listed in the Collin County Appraisal District records as being
owned by Laura Collins to which no transfer of title either direct or indirect can be found
in Collin County Deed Records;
EXHIBIT Q - PAGE 2
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 72
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 82 of 112
THENCE South 89 degrees 16 minutes 53 seconds East, a distance of 111.06 feet
along a north line of said 275.00 acre tract of land and along the south line of said 83.36
acre tract of land to a one-half inch iron rod set at the northeast corner of said 275.00
acre tract of land, said iron rod being at the northwest corner of a called 95.444 acre
tract of land described in a Special Warranty Deed with Vendor's Lien to MCI
PREFERRED INCOME FUND II, LLC, recorded in Instrument No.
20210819001679920,(O.P.R.C.C.T);
THENCE along the east line of said 275.00 acre tract of land and along the west line of
said 95.444 acre tract of land as follows:
South 01 degrees 16 minutes 44 seconds East, a distance of 1,185.56 feet to a
one-half inch iron rod with yellow cap stamped "JBI" found for corner;
South 00 degrees 47 minutes 08 seconds East, a distance of 1,100.00 feet to a
one-half inch iron rod set at the most westerly southwest corner of said 95.444
acre tract of land;
THENCE North 88 degrees 32 minutes 52 seconds East, a distance of 906.82 feet
along the most easterly north line of said 275.00 acre tract of land and along the most
westerly south line of said 95.444 acre tract of land to a point for corner;
THENCE South 00 degrees 44 minutes 46 seconds East, a distance of 314.82 feet to a
point for corner;
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 481.91 feet to a
point for corner;
THENCE South 00 degrees 31 minutes 12 seconds East, a distance of 889.34 feet to a
point for comer;
THENCE Southeasterly 120.981 feet along a curve to the left, having a central angle of
14 degrees 35 minutes 35 seconds, a radius of 475.00 feet, a tangent of 60.82 feet and
whose cord bears South 07 degrees 49 minutes 00 seconds East, a cord distance of
120.66 feet to a point for comer;
THENCE South 39 degrees 17 minutes 34 seconds East, a distance of 55.80 feet to a
point for corner;
THENCE Southeasterly 38.63 feet along a non -tangent curve to the left, having a
central angle of 04 degrees 51 minutes 53 seconds, a radius of 455.00 feet, a tangent
of 19.33 feet and whose cord bears South 23 degrees 58 minutes 10 seconds East, a
cord distance of 38.62 feet to a point for corner;
THENCE South 26 degrees 24 minutes 07 seconds East, a distance of 56.52 feet to a
point for comer;
EXHIBIT 0 - PAGE 3
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 73
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 83 of 112
THENCE South 68 degrees 02 minutes 34 seconds East, a distance of 44.84 feet to a
point for corner;
THENCE Northeasterly 361.48 feet along a non4angent curve to the right, having a
central angle of 16 degrees 26 minutes 14 seconds, a radius of 1,260.00 feet, a tangent
of 181.99 feet and whose cord bears North 79 degrees 13 minutes 01 seconds East, a
cord distance of 360.24 feet to a point for corner;
THENCE South 00 degrees 44 minutes 46 seconds East, a distance of 120.07 feet to a
point for corner;
THENCE Southwesterly 497.56 feet along a non -tangent curve to the left, having a
central angle of 25 degrees 00 minutes 25 seconds, a radius of 1.140.00 feet, a tangent
of 252.80 feet and whose cord bears South 74 degrees 44 minutes 27 seconds West, a
cord distance of 493.62 feet to a point for corner;
THENCE South 62 degrees 14 minutes 14 seconds West, a distance of 202.70 feet to a
point for corner;
THENCE South 27 degrees 45 minutes 46 seconds East, a distance of 15,00 feet to a
point for corner;
THENCE South 49 degrees 18 minutes 42 seconds East, a distance of 194.61 feet to a
point for corner;
THENCE South 00 degrees 31 minutes 12 seconds East, a distance of 305.98 feet to a
point for comer;
THENCE North 89 degrees 28 minutes 48 seconds East, a distance of 501.05 feet to a
point for corner;
THENCE South 01 degrees 14 minutes 22 seconds West, a distance of 327.87 feet to a
point for corner;
THENCE Southeasterly 60.96 feet along a curve to the left, having a central angle of 02
degrees 46 minutes 20 seconds, a radius of 1,260.00 feet, a tangent of 30.49 feet and
whose cord bears South 00 degrees 08 minutes 48 seconds East, a cord distance of
60.96 feet to the POINT OF BEGINNING and containing 8,625,128 square feet or
198.006 acres.
EXHIBIT Q - PAGE 4
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 74
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 84 of 112
IMPROVEMENT AREA 1 EXHIBITS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 75
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08:09 AM Page 85 of 112
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ANNA, TEXAS
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DEVELOPER SANITARY SEWER IMPROVEMENTSI
THE WOODS AT LINDSEY PLACE _
ANNA. TEXAS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 76
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 86 of 112
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DEVELOPER WATER IMPROVEMENTS ;
THE WOODS AT LINDSEY PLACE
ANNA, TEXAS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 77
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/2612023 08:09 AM Page 87 of 112
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ANNA TEXAS
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LAND USE MAP
THE WOODS AT LINDSEY PLACE
ANNA TEXAS
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 78
SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 88 of 112
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ANNA TEXAS
EXHIBIT P-1: IMPROVEMENT AREA 1
BOUNDARY EXHIBIT
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
SERVICE AND ASSESSMENT PLAN 79
2023 - 2023000070650 06/26/2023 08.09 AM Page 89 of 112
Exhibit 0-1 — PID Improvement Area 1 Legal Description
WHEREAS, LHJH PROPERTIES, LTD., is the owner of a tract of land situated in the
Town of Anna, Collin County, Texas, a part of Eli Witt Survey, Abstract No. 997, being
part of a called 159.819 acre tract of land described in a Special Warranty Deed to
LHJH Properties, Ltd., recorded in Instrument No. 20061003001424600, Official Public
Records, Collin County, Texas (O.P.R.C.C.T) and being more particularly described as
follows:
BEGINNING at a five -eighths inch iron rod with yellow plastic cap that is illegible found
at the southeast corner of said 159.819 acre tract of land and the northeast corner of a
called 226.62 acre tract of land described in a Warranty Deed to QJR Partnership, Ltd.
recorded in Volume 5106, Page 2380. O.P.R.C.C.T and said iron rod being in the west
line of a called 50.00 acre tract of land described in a Special Warranty Deed to Kayasa
Holdings, LLC, recorded in Instrument No. 201908007000946750, (O.P.R.C.C.T);
THENCE South 89 degrees 28 minutes 48 seconds West, a distance of 659.19 feet
along the south line of said 159.819 acre tract of land and along the north line of said
226.62 acre tract of land to a one-half inch iron rod with yellow plastic cap stamped
"BOHLER ENG" (hereinafter called "iron rod set") set for corner;
THENCE over and across said 159.819 acre tract of land, the following courses and
distances:
North 00 degrees 31 minutes 12 seconds West, a distance of 694.65 feet to a
capped iron rod set for corner;
North 49 degrees 18 minutes 42 seconds West, a distance of 194.61 feet to a
capped iron rod set for corner;
North 27 degrees 45 minutes 46 seconds West, a distance of 15.00 feet to a
capped iron rod set for corner;
South 62 degrees 14 minutes 14 seconds West, a distance of 357,72 feet to a
capped iron rod set at the beginning of a tangent curve to the right:
In a southwesterly direction, a distance of 597.97 feet, having a central angle of
27 degrees 11 minutes 29 seconds, a radius of 1,260.00 feet, a tangent length of
304.73 feet and whose chord bears South 75 degrees 49 minutes 59 seconds
West a distance of 592.38 feet to a capped iron rod set for corner;
South 89 degrees 25 minutes 44 seconds West, a distance of 287.14 feet to a
capped iron rod set:
South 44 degrees 25 minutes 44 seconds West a distance of 42.43 feet to a
capped iron rod set:
EXHIBIT Q-1 - PAGE 1
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 80
SERVICE AND ASSESSMENT PLAN
2023 - 2023MM70650 06/26/2023 08:09 AM Page 90 of 112
South 89 degrees 25 minutes 44 seconds West, a distance of 90.00 feet to a
capped iron rod set
North 45 degrees 34 minutes 16 seconds West a distance of 42.43 feet to a
capped iron rod set and
South 89 degrees 25 minutes 44 seconds West a distance of 42.00 feet at the
beginning of a curve to the left;
In a southwesterly direction, a distance of 442.68 feet, having a central angle of
32 degrees 06 minutes 22 seconds, a radius of 790.00 feet, a tangent length of
227.32 feet and whose chord bears South 73 degrees 22 minutes 33 seconds
West a distance of 436.91 to a capped iron rod set at the beginning of a curve to
the right;
In a southwesterly direction, a distance of 408.87 feet, having a central angle of
25 degrees 44 minutes 36 seconds, a radius of 910 feet, a tangent length of
207.94 feet and whose chord bears South 70 degrees 11 minutes 40 seconds a
distance of 405.44 feet to a capped iron rod set; said capped iron rod being in
the west line of said 159.819 acre tract of land and the east line of a called
555.801 acre tract of land, described as Tract B in a Special Warranty Deed to
Risland Mantua, LLC, recorded in Instrument No. 20180625000783630,
O.P.R.C.C.T., from which a one-half inch iron rod found at the most southerly
southeast corner of a said 555.801 acre tract of land and the northeast corner of
a called 17.863 acre tract of land described in a Special Warranty Deed to Anna
18, LLC, recorded in Instrument No. 20161020001423440, O.P.R.C.C.T. bears
South 00 degrees 33 minutes 39 seconds East a distance of 243.59 feet;
THENCE North 00 degrees 33 minutes 39 seconds West, a distance of 120.86 feet
along the west line of said 159.819 acre tract of land and the east line of 555.801 acre
tract of land to a capped iron rod set at the beginning of a non -tangent curve to the left;
THENCE over and across said 159,819 acre tract of land, the following courses and
distances:
In a northeasterly direction, a distance of 341.53 feet, having a central angle of
24 degrees 46 minutes 13 seconds, a radius of 790.00 feet, a tangent length of
173.48 feet and whose chord bears North 69 degrees 42 minutes 28 seconds
East a distance of 338.88 feet to a capped iron rod set for the beginning of a
curve to the left;
In a northeasterly direction, a distance of 236.99 feet, having a central angle of
14 degrees 55 minutes 17 seconds, a radius of 910.00 feet, a tangent length of
119.17 feet and whose chord bears North 64 degrees 47 minutes 01 seconds
East a distance of 236.32 feet to a capped iron rod;
EXHIBIT Q-1 - PAGE 2
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT
SERVICE AND ASSESSMENT PLAN $1
2023 - 2023000070650 06/26/2023 08.09 AM Page 91 of 112
North 00 degrees 33 minutes 39 seconds East, a distance of 652.43 feet to a
capped iron rod set for comer;
North 89 degrees 26 minutes 21 seconds East a distance of 144.81 feet to a
capped iron rod set for corner;
North 02 degrees 33 minutes 19 seconds East a distance of 508.75 feet to a
capped iron rod set for comer;
North 00 degrees 33 minutes 39 seconds West a distance of 59.43 feet to a
capped iron rod set for comer;
North 89 degrees 25 minutes 47 seconds East, a distance of 556.69 feet to a
capped iron rod set for corner;
North 62 degrees 13 minutes 50 seconds East, a distance of 937.37 feet to a
capped iron rod set for corner;
North 77 degrees 11 minutes 7 seconds East, a distance of 91.82 feet to a
capped iron rod set for comer;
North 89 degrees 28 minutes 48 seconds East, a distance of 161.53 feet to a
capped iron rod set for corner;
South 00 degrees 31 minutes 12 seconds East, a distance of 899.34 feet to a
capped iron rod set for corner and beginning of a non -tangent curve to the left;
In a southerly direction, a distance of 121.05, having a central angle of 16
degrees 6 minutes 40 seconds, a radius of 430.50 feet, a tangent length of 60.93
feet, and whose chord bears South 89 degrees 45 minutes 40 seconds East a
distance of 121.05 feet;
South 39 degrees 17 minutes 34 seconds East, a distance of 55.75 feet to a
capped iron rod set for corner beginning of a non -tangent curve to the left;
In a southeasterly direction, a distance of 38.49 feet, having a central angle of 4
degrees 50 minutes 49 seconds, a radius of 455.00 feet, a tangent length of
19.26 feet, and whose chord bears North 68 degrees 26 minutes 43 seconds
East a distance of 38.48 feet to a capped iron rod set;
South 26 degrees 24 minutes 7 seconds East, a distance of 56.71 feet to a
capped iron rod set for corner;
South 68 degrees 2 minutes 34 seconds East, a distance of 44.84 feet to a
capped iron rod set for corner;
EXHIBIT CIA - PAGE 3
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 82
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 92 of 112
South 19 degrees 0 minutes 5 seconds East, a distance of 120.00 feet to a
capped iron rod set for comer;
In a southeasterly direction, a distance of 174.31 feet, having a central angle of
08 degrees 45 minutes 39 seconds, a radius of 1140.00 feet, a tangent length of
87.33 feet, and whose chord bears South 66 degrees 37 minutes 04 seconds
West a distance of 174.14 feet to a capped iron rod set for corner;
South 62 degrees 14 minutes 14 seconds West, a distance of 202.70 feet to the
POINT OF BEGINNING, containing 2,502,260.24 square feet or 57.4440 acres,
more or less.
EXHIBIT Q-1 - PAGE 4
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 83
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08:09 AM Page 93 of 112
APPENDIX B — BUYER DISCLOSURES
Forms of the buyer disclosures for the following Lot Types are found in this Appendix:
■ Improvement Area #1
o Improvement Area #1 Initial Parcel
o Lot Type 1
o Lot Type 2
[Remainder of page left intentionally blank.]
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT 84
SERVICE AND ASSESSMENT PLAN
2023 - 2023000070650 06/26/2023 08.09 AM Page 94 of 112
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE — IMPROVEMENT AREA #1 INITIAL PARCEL
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court -ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
2023 - 2023MM70650 06/26/2023 08:09 AM Page 95 of 112
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
IMPROVEMENT AREA #1 INITIAL PARCEL PRINCIPAL ASSESSMENT:
$7,419,000.00
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
' 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.
2023 - 2023000070650 06/26/2023 08.09 AM Page 96 of 112
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
SIGNATURE OF PURCHASER
DATE:
SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER]Z
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.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06126/2023 08:09 AM Page 97 of 112
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by and
known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this , 20_.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08.09 AM Page 98 of 112
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS §
COUNTY OF COLLIN §
DATE:
SIGNATURE OF SELLER
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.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08.09 AM Page 99 of 112
ANNUAL INSTALLMENTS — IMPROVEMENT AREA #1 INITIAL PARCEL
2024
$
3,000.00
$
572,004.90
$
40,000.00
$
615,004.90
2025
$
3,000.00
$
571,773.60
$
40,800.00
$
615,573.60
2026
$
2,000.00
$
571,542.30
$
41,616.00
$
615,158.30
2027
$
1,000.00
$
571,388.10
$
42,448.32
$
614,836.42
2028
$
-
$
571,311.00
$
43,297.29
$
614,608.29
2029
$
151,000.00
$
420,147.00
$
44,163.24
$
615,310.24
2030
$
159,000.00
$
411,585.30
$
45,046.50
$
615,631.80
2031
$
167,000.00
$
402,570.00
$
45,947.43
$
615,517.43
2032
$
175,000.00
$
393,101.10
$
46,866.38
$
614,967.48
2033
$
184,000.00
$
383,178.60
$
47,803.71
$
614,982.31
2034
$
194,000.00
$
372,745.80
$
48,759.78
$
615,505.58
2035
$
204,000.00
$
361,746.00
$
49,734.98
$
615,480.98
2036
$
214,000.00
$
350,179.20
$
50,729.68
$
614,908.88
2037
$
225,000.00
$
338,045.40
$
51,744.27
$
614,789.67
2038
$
237,000.00
$
325,287.90
$
52,779.16
$
615,067.06
2039
$
249,000.00
$
311,850.00
$
53,834.74
$
614,684.74
2040
$
262,000.00
$
297,731.70
$
54,911.43
$
614,643.13
2041
$
276,000.00
$
282,876.30
$
56,009.66
$
614,885.96
2042
$
291,000.00
$
267,227.10
$
57,129.85
$
615,356.95
2043
$
306,000.00
$
250,727.40
$
58,272.45
$
614,999.85
2044
$
322,000.00
$
233,377.20
$
59,437.90
$
614,815.10
2045
$
339,000.00
$
215,119.80
$
60,626.66
$
614,746.46
2046
$
357,000.00
$
195,898.50
$
61,839.19
$
614,737.69
2047
$
376,000.00
$
175,656.60
$
63,075.97
$
614,732.57
2048
$
396,000.00
$
154,337.40
$
64,337.49
$
614,674.89
2049
$
418,000.00
$
131,884.20
$
65,624.24
$
615,508.44
2050
$
440,000.00
$
108,183.60
$
66,936.72
$
615,120.32
2051
$
464,000.00
$
83,235.60
$
68,275.45
$
615,511.05
2052
$
489,000.00
$
56,926.80
$
69,640.96
$
615,567.76
2053
$
515,000.00
$
29,200.50
$
71,033.78
$
615,234.28
Total
$
7,419,000.00
$
9,410,838.90
$
1,622,723.23
$
18,452,562.13
Footnotes:
1) The interest rate is calculated at 7.71% for years 1-5, and 5.67% for the remaining term, as described in
the improvement Area #1 Reimbursement Agreement.
2) The figures shown above are estimates only and subject to change in Annual Service Plan Updates.
Changes in Annual Collection Costs, interest earnings, or other available offsets could increase or decrease
the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08=09 AM Page 100 of 112
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #1 LOT TYPE 1
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six nionths 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 inortgagce 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.
2023 - 2023WW70650 06/26/2023 08:09 AM Page 101 of 112
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
LOT TYPE 1 PRINCIPAL ASSESSMENT: $33,838.08
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the 'District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual installment will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
2023 - 2023WW706W 06/2612023 08:09 AM Page 102 of 112
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
SIGNATURE OF PURCHASER
[7: MIS
SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08:09 AM Page 103 of 112
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this , 20.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08=09 AM Page 104 of 112
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS §
COUNTY OF COLLIN §
DATE:
SIGNATURE OF SELLER
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.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08:09 AM Page 105 of 112
ANNUAL INSTALLMENTS - LOT TYPE 1
2024
$
13.68
$
2,608.92
$
182.44
$
2,805.04
2025
$
13.68
$
2,607.86
$
186.09
$
2,807.63
2026
$
9.12
$
2,606.81
$
189.81
$
2,805.74
2027
$
4.56
$
2,606.10
$
193.61
$
2,804.27
2028
$
-
$
2,605.75
$
197.48
$
2,803.23
2029
$
688.71
$
1,916.29
$
201.43
$
2,806.43
2030
$
725.20
$
1,877.24
$
205.46
$
2,807.90
2031
$
761.69
$
1,836.12
$
209.57
$
2,807.38
2032
$
798.18
$
1,792.94
$
213.76
$
2,804.87
2033
$
839.22
$
1,747.68
$
218.03
$
2,804.94
2034
$
884.83
$
1,700.09
$
222.39
$
2,807.32
2035
$
930.44
$
1,649.92
$
226.84
$
2,807.21
2036
$
976.05
$
1,597.17
$
231.38
$
2,804.60
2037
$
1,026.23
$
1,541.83
$
236.01
$
2,804.06
2038
$
1,080.96
$
1,483.64
$
240.73
$
2,805.32
2039
$
1,135.69
$
1,422.35
$
245.54
$
2,803.58
2040
$
1,194.98
$
1,357.96
$
250.45
$
2,803.39
2041
$
1,258.84
$
1,290.20
$
255.46
$
2,804.50
2042
$
1,327.25
$
1,218.82
$
260.57
$
2,806.65
2043
$
1,395.67
$
1,143.57
$
265.78
$
2,805.02
2044
$
1,468.64
$
1,064.43
$
271.10
$
2,804,17
2045
$
1,546.18
$
981.16
$
276.52
$
2,803.86
2046
$
1,628.28
$
893.49
$
282.05
$
2,803.82
2047
$
1,714.94
$
801.17
$
287.69
$
2,803.80
2048
$
1,806.16
$
703.93
$
293.44
$
2,803.53
2049
$
1,906.50
$
601.52
$
299.31
$
2,807.34
2050
$
2,006.84
$
493.43
$
305.30
$
2,805.57
2051
$
2,116.31
$
379.64
$
311.40
$
2,807.35
2052
$
2,230.33
$
259.64
$
317.63
$
2,807.61
2053
$
2,348.92
$
133.18
$
323.99
$
2,806.09
Total
$
33,838.08
$
42,922.87
$
7,401.25
$
84,162.20
Footnotes:
1) The interest rate is calculated at 7.71% for years 1-5, and 5.67% for the remaining term, as described in
the Improvement Area #1 Reimbursement Agreement.
2) The figures shown above are estimates only and subject to change in Annual 5ervice Plan Updates.
Changes in Annual Collection Costs, interest earnings, or other available offsets could increase or decrease
the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
2023 - 2023WW706W 06/2612023 08:09 AM Page 106 of 112
THE WOODS AT LINDSEY PLACE PUBLIC IMPROVEMENT DISTRICT BUYER
DISCLOSURE IMPROVEMENT AREA #1 LOT TYPE 2
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the
land at a sale conducted under a power of sale under a deed of trust or a sale
under a court -ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5) by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the
real property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
2023 - 2023WW706W 06/2612023 08:09 AM Page 107 of 112
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
CITY OF ANNA, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
EMPROVEMENT AREA #1 LOT TYPE 2: $35,248.00
As the purchaser of the real property described above, you are obligated to pay
assessments to the City of Anna, Texas, for the costs of a portion of a public improvement or
services project (the "Authorized Improvements") undertaken for the benefit of the property
within The Woods at Lindsey Place Public Improvement District (the "District") created under
Subchapter A, Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Anna. The exact
amount of each annual instalhnent will be approved each year by the Anna City Council in the
annual service plan update for the district. More information about the assessments, including
the amounts and due dates, may be obtained from the City of Anna.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
2023 - 2023000070650 06/26/2023 08=09 AM Page 108 of 112
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
SIGNATURE OF PURCHASER
DATE:
SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER]2
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08:09 AM Page 109 of 112
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
COUNTY OF COLLIN §
The foregoing instrument was acknowledged before me by and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this , 20_.
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Collin County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08:09 AM Page 110 of 112
[The undersigned seller acknowledges providing a separate copy of the notice required by
Section 5.014 of the Texas Property Code including the current information required by Section
5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the
address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS §
COUNTY OF COLLIN §
DATE:
SIGNATURE OF SELLER
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.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
2023 - 2023000070650 06/26/2023 08:09 AM Page 111 of 112
ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2
2024
$
14.25
$
2,717.62
$
190.04
$
2,921.92
2025
$
14.25
$
2,716.52
$
193.84
$
2,924.62
2026
$
9.50
$
2,715.42
$
197.72
$
2,922.64
2027
$
4.75
$
2,714.69
$
201.67
$
2,921,12
2028
$
-
$
2,714.32
$
205.71
$
2,920.03
2029
$
717.41
$
1,996.14
$
209.82
$
2,923.37
2030
$
755.42
$
1,955.46
$
214.02
$
2,924.89
2031
$
793.42
$
1,912.63
$
218.30
$
2,924.35
2032
$
831.43
$
1,867.64
$
222.66
$
2,921.74
2033
$
874.19
$
1,820.50
$
227.12
$
2,921.81
2034
$
921.70
$
1,770.93
$
231.66
$
2,924.29
2035
$
969.21
$
1,718.67
$
236.29
$
2,924.18
2036
$
1,016.72
$
1,663.72
$
241.02
$
2,921.46
2037
$
1,068.99
$
1,606.07
$
245.84
$
2,920.89
2038
$
1,126.00
$
1,545.46
$
250.76
$
2,922.21
2039
$
1,183.01
$
1,481.61
$
255.77
$
2,920.40
2040
$
1,244.77
$
1,414.54
$
260.89
$
2,920.20
2041
$
1,311.29
$
1,343.96
$
266.10
$
2,921.35
2042
$
1,382.55
$
1,269.61
$
271.43
$
2,923,59
2043
$
1,453.82
$
1,191.22
$
276.86
$
2,921.89
2044
$
1,529.84
$
1,108.79
$
282.39
$
2,921.01
2045
$
1,610.60
$
1,022.04
$
288.04
$
2,920.69
2046
$
1,696.12
$
930.72
$
293.80
$
2,920.65
2047
$
1,786.39
$
834.55
$
299.68
$
2,920.62
2048
$
1,881.41
$
733.26
$
305.67
$
2,920.35
2049
$
1,985.94
$
626.59
$
311.78
$
2,924.31
2050
$
2,090.46
$
513.99
$
318.02
$
2,922.46
2051
$
2,204.48
$
395.46
$
324.38
$
2,924.32
2052
$
2,323.26
$
270.46
$
330.87
$
2,924.59
2053
$
2,446.79
$
138.73
$
337.48
$
2,923.01
Total
$
35,248.00
$
44,711.32
$
7,709.63
$
87,668.96
Footnotes:
1) The interest rate is calculated at 7.71% for years 1-5, and 5.67% for the remaining term, as described in
the Improvement Area #1 Reimbursement Agreement.
2) The figures shown above are estimates only and subject to change in Annual Service Plan Updates.
Changes in Annual Collection Costs, interest earnings, or other available offsets could increase or decrease
the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
2023-2023000070650 0612612023 8:11 AM Page 112 of 112
Collin County
Honorable Stacey Kemp
Collin County Clerk
Instrument Number: 2023000070650
eRecording - Real Property
ORDINANCE
Recorded On: June 26, 2023 08:09 AM
Number of Pages: 112
" Examined and Charged as Follows: "
Total Recording: $466.00
*********** THIS PAGE IS PART OF THE INSTRUMENT ***********
Any provision herein which restricts the Sale, Rental or use of the described REAL PROPERTY
because of color or race is invalid and unenforceable under federal law.
File Information: Record and Return To:
Document Number: 2023000070650 CSC
Receipt Number: 20230623000750
Recorded Date/Time: June 26, 2023 08:09 AM
User: Matthew M
Station: Station 10
STATE OF TEXAS
COUNTY OF COIN
I hereby certify that this Instrument was FILED In the File Number sequence on the date/time
printed hereon, and was duly RECORDED in the Official Public Records of Collin County, Texas.
Honorable Stacey Kemp
Collin County Clerk
Collin County, TX `"`'�
State of Texas § Court Order
Collin County § 2023-1093-11-06
Commissioners Court §
An order of the Collin County Commissioners Court approving an agreement.
The Collin County Commissioners Court hereby approves an Assessment Collection Services Agreement
between the Collin County Tax Assessor -Collector and the City of Anna for The Woods at Lindsay Place Public
Improvement District, as detailed in the attached documentation.
A motion was made, seconded, and carried by a majority of the court members in attendance during a regular
session on Monday, November 6, 2023.
Chris Hill, County Judge
Susan Fletcher, Commissioner, Pct 1
Not Present
Cheryl Williams, Commissioner, Pct 2
Darrell Hale, Commissioner, Pct 3
. qL�4
uncan Webb, Commissioner, Pct 4
r r-
A ST: Stacey Kemp, Coun Clerk
ASSESSMENT COLLECTION SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 1st day of August, 2023 by and
between County of Collin (hereinafter called "County"), a political subdivision of the State
of Texas, and The Woods at Lindsay Place Public Improvement District; (here-
after called "Assessment Entity"), a duly organized and existing PID, under the laws of
the State of Texas, each acting herein by and through its duly authorized officials.
RECITALS
1. The parties to this Agreement wish to consolidate the collection of the PID
assessment into one agency, the Collin County Tax Assessor Collector.
2. The parties enter in this Agreement in order to eliminate the duplication of
the system for collection of the PID assessment and to promote efficiency.
3. Therefore, under the 'authority of sections 6.23 and 6.24, Texas Property
Tax Code and the Interlocal Cooperation Act, Texas Government Code
Chapter 791 the parties agree as follows:
SECTION 1 DEFINITIONS
1.01 Assessment Collection Services. The term "Assessment Collection
Services" shall include preparation and mailing of the PID
Assessments, assessed by the Assessment Entity, correction of found
clerical errors in assessments, collection of assessment liabilities,
maintenance of a list of delinquent assessments, and issuance of
refunds. Assessment Collection Services do not include appraisal of
property.
1.02 Current Assessments. The term "Current Assessments" shall mean
those assessments legally due and payable to the Assessment
Entity without penalty and interest.
1.03 Delinquent Assessments. The term "Delinquent Assessments" shall mean
the property assessments that have not been paid to the Assessment
Entity on or before January 31 st of any given year and on which
penalty and interest are now due.
SECTION 2 TERM
2.01 Term. The term of this Agreement shall commence on August 01, 2023 and
shall continue in full force and effect until September 30, 2024. Thereafter,
this Agreement shall automatically renew annually for an additional one (1)
Page 1 of 9
year term without the necessity of any action by the parties.
2.02 Termination. Either party may terminate this Agreement by giving ninety (90)
Days written notice to the other party.
SECTION 3. SERVICES
3.01 Services to be Performed. The County agrees to provide assessment
collection services to the Assessment Entity. The Assessment Entity
agrees that all collections, assessments, penalties, interest, and attorney
fees are to be in accordance with the Texas State Property Tax Code, as
amended. The county's delinquent tax attorney will represent the interests
of the Assessment Entity.
3.02 Tax Bills. By August 3151 of each year the Assessment Entity shall
provide the County with the Assessment Roll and a copy of the
Resolution/Ordinance adopting the annual fixed rate assessment for that
year. Failure to supply the Assessment Roll for any given year by said
date, will result in a late processing fee of Five Thousand Dollars
($5,000.00) plus an additional per statement fee, equal to the costs of
printing and mailing all statements. The County agrees to prepare
consolidated tax and assessment bills for each taxpayer. The tax bill
shall include taxes and assessments owed to all taxing units to which
the taxpayer owes taxes and assessments, except those units which
have not been contracted with the County for tax collection services.
The County will mail such tax and assessment bills to the property
located within the Assessment Entity by October 1 st of each year, or as
soon thereafter as practicable.
The Assessment Roll should be in the format as required by the Tax
Assessor Collector. It shall be delivered to the Tax Assessor Collector
and the Property Tax Collection Supervisor via e-mail. The annual
Assessment Roll is to be accompanied by the Governing Body's
Resolution/Ordinance for the assessment.
SECTION 4 PAYMENTS
4.01 Rate of Payment. The Assessment Entity shall pay the County for
Assessment Collection Services at a rate of Five Hundred Dollars
($500.00) per year, and Three Dollars ($3.00) per non-exempt
Page 2 of 9
parcel per year for parcels on the Assessment Entity's tax roll during
the term of this Agreement plus any late processing fees and other
required services, as indicated in Section 3.02 and section 7, If there
is a fee from the property tax software provider for setting up the entity
and loading the file in the first year of the contract, the fee would be
paid by the Assessment Entity.
4.02 Method of Payment. The County shall withhold from the assessment
collected under this Agreement the amount of money necessary to
pay for assessment collection services at the rate indicated in Section
4.01 from the December collections. The Assessment Entity shall not
be entitled to receive any assessments collected for a tax year until
the County has withheld the total amount of compensation under
Section 4.01 for that year.
4.03 Proration of Payment. If this Agreement is terminated during the original
term or any annual term prior to the time that the County has withheld
sufficient funds pursuant to Section 4.02 to aggregate the amount of
payment set forth in Section 4.01, the County's compensation for
assessment collection services for the original term or a renewed term
shall equal the amount set forth in Section 4.01, if the tax statement,
including the assessment for the year, has been printed.
SECTION 5 REMITTANCE OF COLLECTION
The assessment collected by the County for the Assessment Entity shall
be remitted to the Assessment Entity after the proper amount of payment,
as set out in Section 4, and any taxpayer refunds have been withheld.
Assessments collected shall be remitted to the Assessment Entity within
seven (7) days from the date they are received by the County Tax Office.
SECTION 6 ADMINISTRATIVE PROVISIONS
6.01 Records. The Assessment Entity, or its representatives designated in
writing, upon reasonable notice is authorized to examine the records
to be kept by the County in the performance of this Agreement at
mutually convenient times and intervals. Such books and records will
be kept in the offices of the Collin County Tax Assessor Collector.
Page 3 of 9
6.02 Assessment Entity Records. The Assessment Entity agrees to transfer
to the possession and control of the County, without charge, copies of
all records necessary for the performance of the duties and
responsibilities of the County pursuant to this Agreement. These
records shall include all assessment records, including assessment
rolls or records available to the Assessment Entity, as required by the
County Tax Assessor Collector.
6.03 Surety Bond. If the Assessment Entity requires the County to obtain a
surety bond for the Tax Assessor Collector, the Assessment Entity agrees
to pay the premium for such bond.
6.04 Audits. The County, upon reasonable notice, agrees to allow an audit
of the assessment records at a mutually convenient time. A copy of the
audit results shall be furnished to the County. The Assessment Entity
will pay the cost of the audit.
6.05 Deposits of Assessments. The County agrees to deposit assessments
collected under this Agreement into such depository as is designated by
the Assessment Entity in writing.
6.06 Assessment Entity Contacts: The name, phone number, and e-mail address
of a person who can answer taxpayer's questions about the Assessing Entity
and assessments will be provided to the Collin County Tax Assessor -
Collector within ten (10) business days from the execution of this Agreement.
The name, phone number and e-mail address of a person who can answer
the Tax Assessor Collector, or their staff, questions relating to the fund
transfers, and other operational topics will be provided to the Collin County
Tax Assessor -Collector within ten (10) business days from the execution of
this Agreement.
SECTION 7 CORRECTED BILLING SERVICES
In the event that the Assessment Entity's fixed rate assessment changes
after the County begins collections for the Assessment Entity in any
given year, the County will continue to act for the Assessment Entity in
providing refunds to taxpayers or sending corrected billings. A change
in the Assessment Entity's fixed rate assessment will result in
Page 4 of 9
a late processing fee, that may be in addition to any applicable
late processing fee pursuant to Section 3.02, of Five Thousand
Dollars ($5,000.00), plus an additional per statement fee, equal
to the costs of printing and mailing all statements. The
Assessment Entity will provide to the County, a corrected
Ordinance approving any changes to the fixed rate assessment
or assessment roll.
SECTION 8 REFUNDS
Refunds to property owners authorized by the Assessment Entity will be
made on the same check for all taxing units contracting for tax and
assessment collection services. Circumstances on which refunds may
be based include, but are not limited to; clerical errors, and
overpayments. The amounts refunded by the County for the
Assessment Entity shall be paid by the County from assessment
collections on hand for the Assessment Entity after the County's
compensation is withheld pursuant to Section 4 of this Agreement. If
assessment collections for the Assessment Entity in the County's
possession are insufficient to pay for a refund, the County shall notify the
Assessment Entity of the deficiency, and the deficiency amount shall be
paid by the Assessment Entity to the County within fourteen (14) days of
notification of the amount due. The County shall not be obligated to pay
a refund unless it has sufficient Assessment Entity assessment collections
in its possession to pay the refund or the Assessment Entity has paid to
the County sufficient funds to cover the deficiency. The Assessment
Entity agrees that any payment(s) that it is required to make under this
section shall be made out of the Assessment Entity's current revenues.
SECTION 9 MISCELLANEOUS PROVISIONS
9.01 Liability. To the extent allowed by law, any civil liability relating to the
furnishing of services under this Agreement shall be the responsibility of
the Assessment Entity. The parties agree that the County shall be acting
only as the agent for the Assessment Entity in performing the services
contemplated by this Agreement.
THE ASSESSMENT ENTITY SHALL HOLD THE COUNTY FREE AND HARMLESS
FROM ANY OBLIGATION, COSTS, CLAIMS, JUDGMENTS, ATTORNEYS' FEES, AND
Page 5 of 9
OTHER SUCH LIABILITIES ARISING FROM OR GROWING OUT OF THE SERVICES
RENDERED TO THE ASSESSMENT ENTITY PURSUANT TO THE TERMS OF THIS
AGREEMENT OR IN ANY WAY CONNECTED WITH THE RENDERING OF SAID
SERVICES, EXCEPT WHEN THE SAME SHALL ARISE BECAUSE OF THE WILLFUL
MISCONDUCT OR GROSS NEGLIGENCE OF THE COUNTY.
9.02 Controlling Law. This Agreement shall be deemed to be made under,
governed by, and construed in accordance with, the laws of the State
of Texas. Exclusive venue for any action taken relative to this
Agreement shall be in Collin County.
9.03 Sovereign Immunity. It is expressly understood and agreed that, in the
execution of this Agreement, neither the County nor Assessment Entity
waives or shall be deemed hereby to waive any immunity or defense
that would otherwise be available to it against claims arising in the
exercise of governmental powers and functions.
9.04 Amendments. This Agreement shall not be amended or modified other
than in a written Agreement signed by the parties.
9.05 Notices.
(a) Except as otherwise provided in this Agreement all notices required
or permitted herein shall be in writing and shall be deemed to be
delivered when deposited in the United States mail, postage prepaid,
registered or certified mail, return receipt requested, with proper
postage prepaid or when delivered in person.
(b) All communications provided for in this Agreement shall be
addressed as follows:
(ii) if to the County, to:
County Administrator
Bill Bilyeu
Collin County
2300 Bloomdale Road, Suite 4192
McKinney, Texas 75071
Page 6 of 9
With a correspondence copy to the Tax Assessor Collector, 2300
Bloomdale Road, Suite, 2366, P.O. Box 8006, McKinney, Texas 75070-
8006.
(ii) if to the Assessment Entity, to:
Interim City Manager
Ryan Henderson
City of Anna
120 W 701 Street
Anna, Texas 75409
or to such person at such other address as may from time to time be
specified in a notice given as provided in this Section 9.05.
9.06 Parties Bound. This Agreement may not be assigned and shall be binding
upon the parties, their heirs, executors, legal representatives, and
successors.
9.07 Copies. This Agreement is executed in multiple copies, any one of which,
or a true copy thereof, shall have the same evidentiary value.
9.08 Integration. It is understood and agreed that the entire Agreement of
the parties is contained herein and that this Agreement supersedes all
oral Agreements and negotiations between the parties relating to the
subject matter hereof as well as any previous Agreements presently in
effect between the parties relating to the subject matter hereof.
9.09 Severability. The provisions of this Agreement are severable. If any
paragraph, section, subdivision, sentence, clause or phrase of the
Agreement is for any reason held to be contrary to law or contrary to any
rule or regulation having the force and effect of law, such decision shall
not affect the remaining portions of the Agreement. However, upon the
occurrence of such event, either party may terminate this Agreement
forthwith, upon the delivery of written notice of termination to the other
party.
Page 7 of 9
9.10 Captions. The headings to the various sections of this Agreement
have been inserted for convenient reference only and shall not modify,
define, limit or expand the express provision of this Agreement.
9.11 Obligations of Condition. All obligations of each party under this
Agreement are conditions to further performance of the other party's
continued performance of its obligation under the Agreement.
9.12 Exclusive Right to Enforce This Agreement. The County and the
Assessment Entity have the exclusive right to bring suit to enforce this
Agreement, and no other party may bring suit, as a third -party
beneficiary or otherwise, to enforce this Agreement.
[REMAINDER OF PAGE LEFT BLANK INTENTIONALLY— SIGNATURES ON FOLLOWING PAGE]
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EXECUTED at McKinney, Texas on the day and year first written above.
COLLIN COUNTY, TEXAS
Judge Chris Hill
By
Title: County Judge of Collin County
Date:
—7 N OV 2023
The Woods at Lindsay Place Public Improvement District
Ryan Henderson
By:
Title: I erim City Manager, City of Anna
Date: I V—(0- I
COLLIN COUNTY, TEXAS
Kenneth L. Maun, Tax Assessor Collector
By:s
Title: Tax Assessor ollector of Collin County
1� 1 J
Date: I I
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