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HomeMy WebLinkAboutCCpkt2023-07-11AGENDA City Council Work Session Tuesday, July 11, 2023 @ 5:30 PM Anna Municipal Complex - Council Chambers 120 W. 7th Street, Anna, Texas 75409 The City Council of the City of Anna will meet in a Closed Session at 5:30 PM, on July 11, 2023, at the Anna Municipal Complex - Council Chambers, 120 W. 7th Street, to consider the following items. 1.Call to Order, Roll Call, and Establishment of Quorum. 2.Closed Session (Exceptions). Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to discuss any items listed or referenced on this Agenda under the following exceptions: a.Consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code §551.071). Zoning and related ordinances. b.Discuss or deliberate the purchase, exchange, lease, or value of real property (Tex. Gov’t Code §551.072). c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or deliberate regarding commercial or financial information that the City has received from a business prospect that the City seeks to have locate, stay, or expand in or near the territory of the City of Anna and with which the City is conducting economic development negotiations; or (2) To deliberate the offer of a financial or other incentive to a business prospect described by subdivision (1). (Tex. Gov’t Code §551.087). d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards and Commissions The Council further reserves the right to enter into Executive Session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. 3.Consider/Discuss/Action on any items listed on any agenda - work session, regular meeting, or closed session - that is duly posted by the City of Anna for any City Council meeting occurring on the same date as the meeting noticed in this agenda. 4.Adjourn. This is to certify that I, Carrie L. Land, City Secretary, posted this Agenda on the City’s website (www.annatexas.gov ) and at a place readily accessible to the public at the Anna City Hall and on the City Hall bulletin board at or before 5:00 p.m. on 07/07/2023. Carrie L. Land, City Secretary AGENDA City Council Meeting Tuesday, July 11, 2023 at 6:00 PM Anna Municipal Complex - Council Chambers 120 W. 7th Street, Anna, Texas 75409 The City Council of the City of Anna will meet on July 11, 2023 at 6:00 PM in the Anna Municipal Complex-Council Chambers, located at 120 W. 7th Street, to consider the following items. Welcome to the City Council meeting. If you wish to speak on an Open Session agenda item, please fill out the Opinion/Speaker Registration Form and turn it in to the City Secretary before the meeting starts. 1.Call to Order, Roll Call, and Establishment of Quorum. 2.Invocation and Pledge of Allegiance. 3.Neighbor Comments. At this time, any person may address the City Council regarding an item on this meeting Agenda that is not scheduled for public hearing. Also, at this time, any person may address the City Council regarding an item that is not on this meeting Agenda. Each person will be allowed up to three (3) minutes to speak. No discussion or action may be taken at this meeting on items not listed on this Agenda, other than to make statements of specific information in response to a citizen’s inquiry or to recite existing policy in response to the inquiry. 4.Reports. Receive reports from Staff or the City Council about items of community interest. Items of community interest include: expressions of thanks, congratulations, or condolence; information regarding holiday schedules; an honorary or salutary recognition of a public official, public employee, or other citizen (but not including a change in status of a person's public office or public employment); a reminder about an upcoming event organized or sponsored by the governing body; information regarding a social, ceremonial, or community event organized or sponsored by an entity other than the governing body that was attended or is scheduled to be attended by a member of the governing body or an official or employee of the municipality; and announcements involving an imminent threat to the public health and safety of people in the municipality that has arisen after the posting of the Agenda. a.Capital Improvement Plan update for FY23-24. (Interim Assistant City Manager Greg Peters, P.E.) 5.Work Session. a.Zoning Discussion - Northwest corner of E. Foster Crossing Road and Vail Lane (Director of Development Services Ross Altobelli) b.Master Thoroughfare Plan Discussion - Persimmon Drive (Interim Assistant City Manager Greg Peters, P.E.) 6.Consent Items. These items consist of non-controversial or "housekeeping" items required by law. Items may be considered individually by any Council Member making such request prior to a motion and vote on the Consent Items. a.Approve City Council Meeting Minutes for June 27, 2023. (City Secretary Carrie Land) b.Review Diversity and Inclusion Advisory Commission Meeting Minutes from November 1, 2022, January 23, 2023, February 27, 2023, and May 8, 2023. (Kimberly Winarski) c.Approve Resolution Appointing an Assistant Emergency Management Coordinator (Fire Chief Ray Isom) d.Approve a Resolution Authorizing the City Manager to Execute an Updated Interlocal Agreement for Emergency Dispatch Services between Collin County and the Anna Fire Department (Fire Chief Ray Isom) e.Approve a Resolution Amending the Participation from Texas Health Benefits Pool to Blue Cross Blue Shield for City Employees Health Benefits. (Director of Human Resources Stephanie Beitelschies) f.Approve an Ordinance adopting the 2023 Annual Service Plan Update to the Service and Assessment Plan and Assessment Roll, including the collection for the 2023-2024 annual installments for the AnaCapri Public Improvement District (PID). (Director of Economic Development Joey Grisham) g.Approve an Ordinance adopting the 2023 Annual Service Plan Update to the Service and Assessment Plan and Assessment Roll, including the collection for the 2023-2024 annual installments for the Sherley Tract Public Improvement District (PID). (Director of Economic Development Joey Grisham) 7.Items For Individual Consideration. a.Consider/Discuss/Action on a request to amend building material standards for multiple-family residence buildings per Resolution 2020-11-813A. (Director of Development Services Ross Altobelli) b.Consider/Discuss/Action on a Resolution regarding One Anna Two Addition, Block A, Lot 4R, Building Elevations (Director of Development Services Ross Altobelli) c.Consider/Discuss/Action on a Resolution authorizing the City Manager to execute a contract for landscape services with Zodega Landscape Services, LLC. (Interim Assistant City Manager Greg Peters, P.E.) 8.Closed Session (Exceptions). Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to discuss any items listed or referenced on this Agenda under the following exceptions: a.Consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code §551.071). Zoning and related ordinances. b.Discuss or deliberate the purchase, exchange, lease, or value of real property (Tex. Gov’t Code §551.072). c.Discuss or deliberate Economic Development Negotiations: (1) To discuss or deliberate regarding commercial or financial information that the City has received from a business prospect that the City seeks to have locate, stay, or expand in or near the territory of the City of Anna and with which the City is conducting economic development negotiations; or (2) To deliberate the offer of a financial or other incentive to a business prospect described by subdivision (1). (Tex. Gov’t Code §551.087). d.Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards and Commissions The Council further reserves the right to enter into Executive Session at any time throughout any duly noticed meeting under any applicable exception to the Open Meetings Act. 9.Consider/Discuss/Action on any items listed on any agenda - work session, regular meeting, or closed session - that is duly posted by the City of Anna for any City Council meeting occurring on the same date as the meeting noticed in this agenda. 10.Adjourn. This is to certify that I, Carrie L. Land, City Secretary, posted this Agenda on the City’s website (www.annatexas.gov) and at the Anna Municipal Complex bulletin board at or before 5:00 p.m. on 06/7/2023. Carrie L. Land, City Secretary Item No. 4.a. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Gregory Peters AGENDA ITEM: Capital Improvement Plan update for FY23-24. (Interim Assistant City Manager Greg Peters, P.E.) SUMMARY: Staff will present the annual update to the Capital Improvement Plan, which will be adopted as a part of the FY23-24 budget. The CIP includes capital projects for facilities, parks, roads, and utilities. FINANCIAL IMPACT: None at this time. The final costs will be included in the FY23-24 budget. BACKGROUND: The Capital Improvement Plan is a living document which identifies the major infrastructure project needs in the community. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Active. This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Resilient. ATTACHMENTS: 1. 4A - Staff Report - CIP Update Senior Transit Discussion CAPITAL IMPROVEMENT PLAN FY23-24 UPDATE CITY COUNCIL JULY 11, 2023 Overview •Capital Improvement Plan Purpose •FY23-24 CIP Goals •Facility CIP Projects •Park CIP Projects •Roadway CIP Projects •Utility CIP Projects •Next Steps Capital Improvement Plan Purpose •Purpose #1: To fulfill community facility and infrastructure needs in accordance with the Anna 2050 Comprehensive Plan and the City’s Strategic Plan •Purpose #2: Provide a level of certainty for neighbors, businesses, and developers regarding the location and timing of public investment •Purpose #3: To provide the City Council with a forecast of needs to allow for project prioritization and fiscal management FY23-24 Capital Improvement Plan Goals •Goal #1: Build key projects which have already been designed •Goal #2: Continue to leverage public/private partnerships to build infrastructure with growth •Goal #3: Complete projects funded through the 2021 Bond election FACILITIES FIRE STATION 2 •Location: 150 Creek Meadow Drive •Public Safety Facility •Project Goals •Dual Company Station •6 Bays for primary and reserve apparatus •Improved response times for fire and ambulatory service along US 75 and the western side of Anna •Funding Source: 2021 BOND •Project Budget: $11M •Project Milestones •Design – Complete, 2023/1Q •Bid – Complete, 2023/2Q •Construction – Ongoing •Opening – est. 2024/2Q ELEVATION LOCATION MAP BUILDING FOUNDATION CONSTRUCTION ✓✓ ANNA COMMUNITY LIBRARY •Location: 111 Fifth Street •Community Facility •Project Goals •Family-focused environment •Gathering place for neighbors •Inclusiveness for all ages •Nurturing lifelong learners •Multi-purpose uses •Books/Technology/Arts/Crafts •Meeting Spaces •Funding Source: 2021 BOND •Project Budget: $22M •Project Milestones •Library Charter – 2022/2Q •Design Team Selection – 2022/3Q •Design Phase – 2023/2Q •Construction Documents 50% complete •APLE Task Force Update – 7/12/23 •Bid – est. 2023/3Q •Construction – est. 2023/4Q •Opening – est. 2025/1Q ✓✓ ✓ PLAZA SIDE STREET SIDE ANNA COMMUNITY LIBRARY FIRST FLOOR LOBBY MULTI-PURPOSE ANNA COMMUNITY LIBRARY SECOND FLOOR STACKS BALCONY MUNICIPAL PLAZA •Location: Anna Municipal Complex •Public Open Space •Project Goals •Outdoor gathering area for neighbors •Event Space for wide range of annual and special events •Downtown enhancement •Build with the library project •Plan is to build concurrent with Library •Funding Source: EDC, Park Development Fund •Project Budget: $3.5M •Project Milestones •Design – 50% Complete •Bid – est. 2023/Q4 •Construction – est. 2024/Q2 •Opening – est. 2025/Q1 AERIAL VIEW MUNICIPAL PLAZA SE CORNERVETERAN’S TRIBUTE AERIAL CHILDREN’S PLAY AREA ANNA COMMUNITY REC CENTER •Location: TBD •Community Facility •Project Goals •Family-focused environment •Gathering place for neighbors •Inclusiveness for all ages •Multi-purpose uses •Task Force: Parks Board •Funding Source: 2021 BOND •Project Budget: TBD, $16.5M Available •Project Milestones •Public Input Meetings – 2023/2Q •Public Survey – 2023/2QA •Project Scoping – Underway •Project Charter – est. 2023/3Q •Design Team Selection – est. 2023/4Q •Design Phase – est. 2024/1Q ✓✓ PARKS SLAYTER CREEK SKATEPARK •425 W. Rosamond Pkwy •Regional Recreation Facility •Project Goals •Inclusiveness for all ages •Healthy, active lifestyle •Recreational options for all abilities •Funding Source: 2021 Bond, Park Development Fund •Project Budget: $1.9 million •Project Milestones •Design – Complete •Bid – Complete •Construction – In Progress •Opening – est. 2023/Q4 ✓✓ SLAYTER CREEK PICKLE BALL/BASKETBALL •425 W. Rosamond Pkwy •Regional Recreation Facility •Project Goals •Inclusiveness for all ages •Healthy, active lifestyle •Recreational options for all abilities •Funding Source: 2021 Bond/PDF •Project Budget: $3 million (Includes parking expansion) •Project Milestones •Design – Complete •Bid – Complete •Construction – Beginning this month •Opening – est. 2024/Q1 PECAN GROVE TRAIL •Pecan Grove Park •Park Master Plan Priority •Project Goals •Connected neighborhoods •Healthy, active lifestyle •Recreational option for all abilities •Funding Source: 2021 BOND, Park Development Fund •Project Budget: $1.4 million •Project Milestones •Design – In Progress •Bid – est. 2023/Q3 •Construction – est. 2023/Q4 •Opening – est. 2024/Q2 Trail Alignment PECAN GROVE PHASE 1 PARK PLACE PHASE 2 NATURAL SPRINGS PLAYGROUND •1201 W. White St. •Park Master Plan Priority •Project Goals •Healthy, active lifestyle •Play for all abilities •Address park deficiency •Funding Source: PDF •Project Budget: $400,000 •Project Milestones •Design – est. 2023/Q4 •Bid – est. 2024/Q1 •Construction – est. 2024/Q2 •Opening – est. 2024/Q4 Playground Location Additional FY 2024 Parks Projects •Design Projects starting in FY 2024 •Bryant Park – Design •Anna Crossing/Anna Town Square Park – Master Plan, Phase 1 design •Park Enhancement Projects to be built in FY 2024 •Natural Springs Dog Park Irrigation System •Slayter Creek Park Irrigation Improvements ROADWAY DOWNTOWN STREET EXPANSION •5th Street/7th Street/Riggins •Roadway Expansion •Project Goals •Concrete street section with pedestrian improvements •On-street parking for Library and surrounding properties •Drainage system improvements •Funding Source: Non-Bond Capital Funds, Street Maintenance Tax Funds •Project Budget: $2.2M •Project Milestones •Design – Complete 2023/Q2 •Bid – opening July 2023 •Construction – est. 2023/Q3 •Opening – est. 2024/Q2 7th Street RigginsProject Location 5th Street ✓ ✓ FINLEY BOULEVARD •SH 5 to Sharp Street •Roadway Expansion •Project Goals •Increase section from 2 to 4 lanes •Improve ingress/egress to neighborhood •Improve traffic safety at the Sharp Street intersection •Funding Source: Roadway Impact Fees •Project Budget: $1M •Project Milestones •Design – est. 2023/Q4 •Bid – est. 2024/Q1 •Construction – est. 2024/Q2 •Opening – est. 2024/Q3 Project Location LEONARD AVENUE •Collin County Outer Loop to Foster Crossing •Roadway Extension •Project Goals •Improved access to major arterial •Lessen congestion at SH5/Finley •Provide improved access to AISD Schools •Funding Source: Collin County Bond Funds (70%), Roadway Impact Fees (30%) •Project Budget: $3.7M •Project Milestones •Design – Complete •County Bond Selection – 2023/Q2 •County ILA – est. 2023/Q3 •Bid – est. 2023/Q4 •Construction – est. 2024/Q1 •Opening – est. 2024/Q4 Project Location Collin County Outer LoopLeonard Avenue✓✓ Additional FY 2024 Roadway Projects •Public-Private Partnerships •Leonard Avenue (Gould Way to Foster Crossing) •Leonard Avenue (David Drive to FM 455) •Foster Crossing (along private development projects east of Leonard Avenue) •Buddy Hayes (south of FM 455) •Ferguson Parkway (Hackberry to Rosamond Parkway) •Rosamond Parkway (SH 5 to FM 2862) •Design Projects •Ferguson Parkway extension to the Collin County Outer Loop (NCTCOG/TxDOT) •Street Maintenance Projects •Downtown street maintenance (various locations) •TxDOT Traffic Signals (per TxDOT, to be built during FY2023-2024) •SH 5/Finley – estimated 2023/Q4 •Oak Hollow/FM 455 – estimated 2023/Q4 UTILITIES HURRICANE CREEK REGIONAL WWTP •Location: end of County Road 286 •Sewer System Expansion •Project Goals •Provide sewer treatment for developments west of US 75 •Build regional partnerships to help maintain affordable treatment •Open the entire west side of Anna for high quality development •Funding Source: Utility Fund BOND, Sewer Impact Fees •Project Budget: $80M •Project Milestones •TCEQ Permit – Complete •Site Preparation - Complete •Design – Complete •CMAR Bid – 2023/Q2 •CMAR Award – 2023/Q3 •Construction – 2023/Q3 •Temporary Plant Opening – 2024/Q3 •Full Plant opening – 2025/Q3 Project Location CR 286 FM 455 ✓ ✓✓✓ DOWNTOWN UTILITY REHAB - PHII •Downtown (Various Locations) •Water and Sewer System Rehabilitation & Expansion •Phase I is substantially complete •Project Goals •Address sewer infiltration problems •Improve firefighting capability •Improve ability to serve future downtown development •Funding Source: COVID Funds (SLFRF) •Project Budget: $3M •Project Milestones •Design – 2023/Q3 •Bid – est. 2023/Q4 •Construction – est. 2024/Q1 •Opening – est. 2024/Q4 FM 455 ✓ SH 5 UTILITY RELOCATION – PHASE I •SH 5 from Collin County Outer Loop to Hackberry Drive •Water and Sewer System Rehabilitation & Expansion •Project Goals •Relocate utilities for SH 5 Widening (TxDOT) •Increase main sizes in accordance with Water and Wastewater Masterplans •Improve ability to serve future commercial development •Funding Source: Water and Sewer Impact Fees •Project Budget: $2M •Project Milestones •Design – 2023/Q2 •Easement Acquisition – est. 2023/Q3 •Bid – est. 2023/Q4 •Construction – est. 2024/Q1 •Opening – est. 2024/Q4 Project Location ✓ HURRICANE CREEK SEWER - NORTH •West of US 75, north of FM 455 •Sewer Expansion/Extension •Project Goals •Provide sewer access to northwest Anna •Promote highest and best land use of US 75 corridor •Provide regional connection to WWTP for partners •Funding Source: Sewer Impact Fees •Project Budget: $12M •Project Milestones •Prelim. Engineering – 2022/Q4 •Construction Plans – 75% Complete •Bid – est. 2023/Q4 •Construction – est. 2024/Q1 •Opening – est. 2025/Q2 ✓ Project Location COLLIN PUMP STATION EXPANSION - II •NE corner of SH 5 and Collin County Outer Loop •Water Storage Improvements •Project Goals •Increase ground storage to meet growing water demand •Lessen reliance on well systems •Enhance ability to deal with extreme water usage in Summer months •Funding Source: Water Impact Fees •Project Budget: $12M •Project Milestones •Preliminary Engineering – 2023/Q2 •Design – est. 2024/Q1 •Bid – est. 2024/Q2 •Construction – est. 2024/Q3 •Opening – est. 2025/Q3 ✓ Phase 2 Tank FUTURE (Phase III) DART RAILExisting 1MG Tank 4MG Additional FY 2024 Utility Projects •Public-Private Partnerships •Coyote Meadows/Cedar Ridge Estates Regional Sewer Lift Station (replaces Sweetwater LS) •Multiple sewer and water main extensions •Design/Rehabilitation Projects •Water main improvements on west FM 455 •Twin Creeks Circle water main rehabilitation •Quail Creek Run water main rehabilitation •County Road 289 water main expansion Next Steps •Staff will be making revisions based on comments received •Final Capital Improvement Plan will be adopted with the FY2023-2024 Budget later this summer Item No. 5.a. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Ross Altobelli AGENDA ITEM: Zoning Discussion - Northwest corner of E. Foster Crossing Road and Vail Lane (Director of Development Services Ross Altobelli) SUMMARY: Lane Use discussion and direction for a tract of land that is currently zoned C-2 Ceneral Commercial (Ord. No. 787-2018). FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: The subject property was rezoned on September 11, 2018 to facilitate the development of a mxxed use Planned Development that included both a Residential (SF-72 Single Famoily District) and Commercial element (C-2 General Commercial). On September 29, 2021, as part of a Planned Development zoning amendment, 8.3 acres of the C-2 zoning district, located at the northeast corner of E. Foster Crossing Road and Vail Lane, was rezoned to facililtate the development of high quality Multiple- Family Residential - High Density (Ord. No. 941-2021), Anna 2050 Comprehensive Plan The Anna2050 Future Lane Use Plan identifies this general area as Professional Campus. Additionally, the land area is located within the Anna Businees Center/Corridor which is identified as one of the four Key Centers in Anna. Below are descriptions and maps associated with each identification. STRATEGIC CONNECTIONS: This item has no strategic connection. ATTACHMENTS: 1. East Foster_P&Z_Workshop_MEMO 2. East Foster Villas 3. FLCo_Zoning-Presentation_Sam-Franklin_07112023 4. Ord. No. 787-2018 5. Ord. No 941-2021 (PD-MF-2) Memo To: Ross Altobelli, Director of Development Services From: Sam Franklin Date: July 5, 2023 Re: ZONING WORKSHOP: East Foster Crossing REQUEST Discuss the future development of a 9.795 acre tract of land located at the NEC of East Foster Crossing and SH 5/S. Powell Parkway, just east of Palladium Anna multifamily development in Anna. The subject property is currently zoned PD-C (C-2) General Commercial District, and we are proposing a PD-MF zoning. HISTORY • Acquired in 2021 out of the Anna Town Center development. • Purchased knowing that its current zoning would not be ideal for the future. o Vail Lane design o Highway 5 frontage / Railroad o Industrial to our south • Rezoned eastern portion for Palladium's development. • Explored industrial. • No Commercial traction with the market. CHALLENGES Commercial Zoning • The current challenges lie in the general location, surrounding development, and the overall evolution of the market. • We have no direct Highway 5 frontage. • The industrial coming online to our south does not lend itself to long-term commercial success. • The design of Vail Lane, as it cuts through the tract, essentially isolated each individual tract. • Retailers and Commercial users are tracking other sites in Anna with much better long- term commercial viability. PROPOSAL PD District (MF-1) • SFR zoning allows a buffer between Individually platted single-family development to the north and the Industrial product currently planned to the south. • Further support commercial development on the frontage of the main transportation corridors by adding additional rooftops. • Satisfy a diversity of housing options for this area. L E G E N D 3 5 ’x 4 4 ’ 1 4 1 4 % SIZ E C O U N T % TO T A L UN I T S 10 2 3 5 ’x 4 0 ’ 5 5 % 30 ’x 39 ’ 3 7 3 6 % 2 5 ’x 31 ’ 4 6 4 5 % F O S T E R C R O S S I N G O P T I O N 1 M A Y 1 1 , 20 2 3 SCA LE: 1”=6 0 ’-0 ” 0 30 6 0 120 CITY OF ANNA P & Z WORKSHOP EAST FOSTER CROSSING PROJECT TEAM 2 ZONING WORKSHOP Discuss the future development of a 9.795 acre tract of land located at the NEC of East Foster Crossing and SH 5/S. Powell Parkway, just east of Palladium Anna multifamily development in Anna. The subject property is currently zoned PD-C (C-2) General Commercial District. 3 LOCATION MAP 4 SUBJECT PROPERTY LOCATION AERIAL 5 EAST FOSTER  /  VAIL LANE /  PALLADIUM  6 PALLADIUM ANNA 7 HISTORY Acquired in 2021 out of the Anna Town Center development.  Purchased knowing that its current zoning was not going to be ideal for the future. •Vail Lane design •Highway 5 frontage / Railroad •Industrial to our south Rezoned eastern portion for Palladium's development.  Explored industrial.  No commercial traction with the market. 8 EAST FOSTER SURVEY  9 CHALLENGES OPPORTUNITY COMMERCIAL ZONING The current challenges lie in the general location, surrounding development, and the overall evolution of the market.  We have no direct Highway 5 frontage. The industrial coming online to our south does not lend itself to long-term commercial success. The way Vail Lane was designed through the tract essentially isolated each individual tract. Retailers and Commercial users are tracking other sites in Anna with much better long-term commercial viability. PD DISTRICT(MF-1) This SFR proposal allows a buffer between Individually platted single-family development to the north and the Industrial product that is currently planned to the south. Further support commercial development on the frontage of the main transportation corridors by adding additional rooftops. Satisfy a diversity of housing options for this area.  10 CURRENT ZONING 11 C-2 General Commercial District The C-2 district is established to accommodate those uses that are of city-wide and regional significance. Within this district are permitted retail, service, and office uses characteristic of retailing and wholesaling markets. This district is intended to accommodate commercial activities that cannot be accommodated in the C-1 Restricted Commercial District. Zoning: PD-C (C-2) CONCEPTUAL LAYOUT 12 THANK YOU SAM@FRANKLINLANDCO.COM (469) 450-6269 Item No. 5.b. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Gregory Peters AGENDA ITEM: Master Thoroughfare Plan Discussion - Persimmon Drive (Interim Assistant City Manager Greg Peters, P.E.) SUMMARY: This item is for the developer of the Waters Creek project to provide the City Council with a presentation regarding an update on the project and the scope of construction for Persimmon Drive, a roadway which travels through the development from FM 455 to the Oak Hollow Subdivision. FINANCIAL IMPACT: None at this time. BACKGROUND: Waters Creek is an active development project int he City of Anna located on the south side of FM 455, on the west side of the existing Oak Hollow Subdivision. STRATEGIC CONNECTIONS: None. ATTACHMENTS: 1. 5b - 02 Anna Waters Creek Roadwork Cost Est-Budget 2. 5b - 23-0706_JPI_MarketingExhibit CO # General Conditions Contingency Insurance GC Fee $4,401,283.16 $214,598.51 Total Cost $84,185.92 $119,346.29 $219,541.44 $3,763,611.00 02-501.000 PCCO #001 Persimmon Dr. IFC Changes - $95,520.00 02-501.000 PCCO #001 PCO - Potholing for AT&T Line $7,500.00 16.510.000 Lighting Fixtures - Roadwork $225,000.00 02.776.000 Misc Flatwork - Roadwork $36,336.00 02.775.000 Sidewalks - Roadwork $199,386.00 02.760.000 Paving Specialties - Roadwork $2,600.00 02.750.000 Rigid Pavement - Roadwork $1,233,612.00 02.501.000 Site Utility Services - Roadwork $1,332,541.00 02.370.000 Erosion Control & Slope Pr - $135,650.00 02.315.000 Excavation & Fill - Roadwork $425,841.00 02.230.000 Site Clearing - Roadwork $41,385.00 02.220.000 Site Demolition - Roadwork $16,740.00 02.003.040 Surveying - Roadwork $11,500.00 Item #Description Value Roadway Cost % of GMP HC 6% Item No. 6.a. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: AGENDA ITEM: Approve City Council Meeting Minutes for June 27, 2023. (City Secretary Carrie Land) SUMMARY: FINANCIAL IMPACT: BACKGROUND: STRATEGIC CONNECTIONS: ATTACHMENTS: 1. CCmin2023-06-27 Work Session 2. CCmin2023-06-27 City Council Work Session Meeting Minutes Tuesday, June 27, 2023 @ 5:30 PM Anna Municipal Complex - Council Chambers 120 W. 7th Street, Anna, Texas 75409 The City Council of the City of Anna met in Closed Session at 5:30 PM, on June 27, 2023, at the Anna Municipal Complex - Council Chamber, 120 W. 7th Street, Anna, Texas 75409, to consider the following items. 1. Call to Order, Roll Call, and Establishment of Quorum. Mayor Pike called the meeting to order at 5:30 PM. Members Present: Mayor Nate Pike Mayor Pro Tem Lee Miller Deputy Mayor Pro Tem Randy Atchley Council Member Kevin Toten Council Member Stan Carver Council Member Elden Baker Council Member Pete Cain Members Absent: None 2. Closed Session (Exceptions). Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to discuss any items listed or referenced on this Agenda under the following exceptions: a. Consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code §551.071). b. Discuss or deliberate the purchase, exchange, lease, or value of real property (Tex. Gov’t Code §551.072). c. Discuss or deliberate Economic Development Negotiations: (1) To discuss or deliberate regarding commercial or financial information that the City has received from a business prospect that the City seeks to have locate, stay, or expand in or near the territory of the City of Anna and with which the City is conducting economic development negotiations; or (2) To deliberate the offer of a financial or other incentive to a business prospect described by subdivision (1). (Tex. Gov’t Code §551.087). d. Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards and Commissions MOTION: Mayor Pro Tem Miller moved to enter closed session. Council Member Baker seconded. Motion carried 7-0. Mayor Pike recessed the meeting at 5:31 PM. Mayor Pike reconvened the meeting at 6:01 PM. 3. Consider/Discuss/Action on any items listed on any agenda - work session, regular meeting, or closed session - that is duly posted by the City of Anna for any City Council meeting occurring on the same date as the meeting noticed in this agenda. 4. Adjourn. Mayor Pike adjourned the meeting at 6:02 PM. Approved on the 11th day of July 2023 ________________________________ ATTEST: Mayor Nate Pike ________________________________ City Secretary Carrie L. Land Regular City Council Meeting Meeting Minutes Tuesday, June 27, 2023 @ 6:00 PM Anna Municipal Complex - Council Chambers 120 W. 7th Street, Anna, Texas 75409 The City Council and Planning and Zoning Commission of the City of Anna met on June 27, 2023 at 6:00 PM in the Anna Municipal Complex-Council Chambers, located at 120 W. 7th Street, to consider the following items. 1. Call to Order, Roll Call, and Establishment of Quorum. a. City Council (Mayor Pike) Mayor Pike called the meeting to order at 6:02 PM. Members Present: Mayor Nate Pike Mayor Pro Tem Lee Miller Deputy Mayor Pro Tem Randy Atchley Council Member Kevin Toten Council Member Stan Carver Council Member Elden Baker Council Member Pete Cain Members Absent: None b. Planning and Zoning Commission (Chairperson Patterson-Herndon) Chairperson Patterson-Herndon called the meeting to order at 6:03 PM. Members Present: Commissioner Staci Martin Commissioner David Nylec Commissioner Douglas Hermann Commissioner Kelley Patterson-Herndon Commissioner Michelle Clemens Commissioner Matt Blancet Members Absent: Commissioner Jessica Walden 2. Invocation and Pledge of Allegiance. Council Member Cain led the Invocation and Pledge of Allegiance. 3. Neighbor Comments. No comments were given. 4. Reports. a. City Secretary to administer the Oath of Office to Place 3 City Council Member, Stan Carver II. (City Secretary Carrie Land) City Secretary Land administered the Oath of Office to Re-elected City Council Member Stan Carver II. 5. Work Session. a. Discussion and Direction regarding proposed updates to the Zoning Ordinance. (Director of Development Services Ross Altobelli) The Freese & Nichols, Inc. project team gave a presentation and highlighted major improvements being proposed which included: • Modernizing the format. • Improved Graphics, hyperlinks, and flowcharts • New zoning Districts for Mixed-Density Residential, Downtown, Mixed- Use Developments. • Modernized definitions and land use tables. • New/Improved Use-Specific Standards. . • Streamlined Processes. b. Adjourn the Planning and Zoning Commission Meeting. (Planning and Zoning Commission Chair Patterson-Herndon) Chairperson Patterson-Herndon adjourned the meeting at 7:03 PM. 6. Consent Items. MOTION: Council Member Carver moved to approve consent items 6. a. through c. . Council Member Toten seconded. Motion carried 7-0. a. Approve City Council Meeting Minutes for June 13, 2023 & June 20, 2023. (City Secretary Carrie Land) b. Review Monthly Financial Report for the Month Ending May 31, 2023. (Budget Manager Terri Doby) The City of Anna's financial policies require the publication of a financial report monthly. This report covers the financial performance for Fiscal Year 2023 through May 31, 2023. The report is an executive dashboard that provides a high-level look at major funds along with detailed reporting of sales tax collections. The financial condition of the City remains strong, and the reported funds adhere to fund balance requirements. c. Approve the Quarterly Investment Report for the Period Ending March 31, 2023. (Finance Director Alan Guard) In accordance with the Public Funds Investment Act (PFIA), the City of Anna is required to submit a quarterly report on the investments of all public funds held by the City. The report includes: • Review of the City's holdings. • Comparison of book vs. market value. • Allocation information by fund. • Charts showing historical activity. The City's portfolio as of the quarter ending March 31, 2023 earned an average yield of 3.85%. The total fiscal year-to-date interest earned is $3,023,670. Total investments decreased by $4.9 million. 7. Items For Individual Consideration. a. Consider/Discuss/Action on a Resolution approving a Chapter 380 Grant Agreement with AnaCapri Laguna Azure, LLC. (Director of Economic Development Joey Grisham) Mayor Pike recused himself from the meeting. As a part of the AnaCapri Development Agreement with Megatel, the company agreed to enter into a Chapter 380 Agreement with the city and purchase construction materials using a Texas Direct Payment Permit to generate local sales tax for the City of Anna. It will be divided up as follows: 65% to the city and 35% to the developer. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS APPROVING A CHAPTER 380 AGREEMENT WITH ANACAPRI LAGUNA AZURE, LLC. MOTION: Council Member Carver moved to approve. Council Member Baker seconded. Motion carried 6-0. Mayor Pike returned to the meeting. b. Consider/Discuss/Action on a Resolution approving a Development Agreement with Bloomfield Homes, LP for the Meadow Vista Development. (Director of Economic Development Joey Grisham) Bloomfield Homes is developing Meadow Vista, which is a 223 acre tract that was approved for Zoning (PD) on December 10, 2019. The Development Agreement is with Bloomfield Homes, LP for Meadow Vista- -a 763 lot development with a mixture of 50 and 60 foot lots. The Agreement allows for the creation of a Public Improvement District (PID). A portion of the PID fees will be credited, allowing the developer to build the offsite portion of Hackberry Drive from Buddy Hayes Blvd. to Ferguson Pkwy. (Impact Fee Credits will be applied). Home prices are expected to range from $500,000- $600,000. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS APPROVING THE MEADOW VISTA DEVELOPMENT AGREEMENT WITH BLOOMFIELD HOMES, LP . MOTION: Mayor Pike moved to approve. Mayor Pro Tem Miller seconded. Motion carried 7-0. c. Consider/Discuss/Action on the adoption of an Ordinance authorizing the issuance and sale of City of Anna, Texas General Obligation Bonds, Series 2023; levying and annual ad valorem tax and providing for the security for and payment of said bonds; approving an Official Statement; and enacting other provisions relating to the subject. (Finance Director Alan Guard) In May 2021, the voters of Anna approved three bond propositions. These propositions included a new fire station and fire equipment, a library/community center, and park and recreation facilities. The first sale of bonds occurred in July of 2021 for the design of the fire station and acquisition of the fire equipment, design of the library, and design and construction of a wheels park. The 2022 bond sale provided funds for the completion of the fire station, initial construction of the library/community center, and construction of parks and recreation facilities. The total amount of the sale was approximately $34 million. This sale of bonds today are to fund the completion of the library/community center and final recreation and parks projects. The total amount of the sale is approximately $14.0 million. The bonds are being sold through a competitive bid process. Bids will be taken on June 27, 2023. Representatives from Hilltop Securities, the City's financial advisors will present the outcome of the bid process. AN ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF CITY OF ANNA, TEXAS GENERAL OBLIGATION BONDS, SERIES 2023; LEVYING AN ANNUAL AD VALOREM TAX AND PROVIDING FOR THE SECURITY FOR AND PAYMENT OF SAID BONDS; APPROVING AN OFFICIAL STATEMENT; AND ENACTING OTHER PROVISIONS RELATING TO THE SUBJECT. MOTION: Mayor Pro Tem Miller moved to approve. Council Member Cain seconded. Motion carried 7-0. d. Consider/Discuss/Action on a Resolution approving an Agreement Regarding Services including a plan for municipal services for 16.1± acres of land generally located on the south side of County Road 427, 530± east of County Road 425 (future Leonard Avenue). (Director of Development Services Ross Altobelli) Thinkk Big Investments, LLC has submitted a petition to annex 16.1± acres of land. On April 11, 2023 City Council approved a Development Agreement for this tract of land. The development agreement contained a stipulation requiring the applicant to submit an annexation petition within 60 days of execution of that agreement and annexation by the City within 90 days of the application. A RESOLUTION ADOPTING A CONDITIONAL AGREEMENT REGARDING SERVICES RELATED TO ANNEXATION OF A 16.1± ACRE TRACT OF LAND MOTION: Council Member Carver moved to approve. Council Member Atchley seconded. Motion carried 7-0. e. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to annex 16.1± acres of land generally located on the south side of County Road 427, 530± east of County Road 425 (future Leonard Avenue). (Director of Development Services Ross Altobelli) Thinkk Big Investments, LLC has submitted a petition to annex 16.1± acres of land. Mayor Pike opened the public hearing at 7:22 PM. No comments were given. Mayor Pike closed the public hearing at 7:22 PM. AN ORDINANCE ANNEXING THE HEREINAFTER DESCRIBED TERRITORY TO THE CITY OF ANNA, COLLIN COUNTY, TEXAS, AND EXTENDING THE BOUNDARY LIMITS OF SAID MUNICIPALITY SO AS TO INCLUDE SAID HEREINAFTER DESCRIBED PROPERTY WITHIN SAID MUNICIPAL CORPORATE LIMITS AND GRANTING TO ALL THE INHABITANTS OF SAID PROPERTY ALL THE RIGHTS AND PRIVILEGES OF OTHER CITIZENS AND BINDING SAID INHABITANTS BY ALL OF THE ACTS, ORDINANCES, RESOLUTIONS, AND REGULATIONS OF SAID CITY AS SET FORTH HEREIN; PROVIDING A REPEALER CLAUSE; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE. MOTION: Mayor Pro Tem Miller moved to approve. Council Member Carver seconded. Motion carried 7-0. f. Consider/Discuss/Action on a Resolution regarding Skorburg Anna Ranch Subdivision Improvement Agreement. (Director of Development Services Ross Altobelli) The intent of the subdivision development agreement is to ensure the use of high quality, durable materials for nonresidential and residential development within the city to create well designed and attractive architecture. Additionally, the subdivision improvement agreement includes details associated with public infrastructure improvements and construction deadlines. Funding for the roadway, water, and wastewater capital projects will come from impact fees collected during the development of the property. The reimbursements will be paid from the Roadway, Water, and Sewer Impact Fee Funds. Since the funding will be through reimbursements, there is no financial impact on existing fund balances. A RESOLUTION OF THE CITY OF ANNA, TEXAS AUTHORIZING THE CITY MANAGER TO EXECUTE A SUBDIVISION IMPROVEMENT AGREEMENT WITH SKORBURG LOT DEVELOPMENT, LLC, FOR THE SKORBURG ANNA RANCH DEVELOPMENT IN A FORM APPROVED BY THE CITY ATTORNEY; AND PROVIDING FOR AN EFFECTIVE DATE. MOTION: Mayor Pike moved to approve. Council Member Baker seconded. Motion carried 7-0. g. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to rezone 170± acres located on the north and south side of E. Foster Crossing Road, 1,645± feet east of future Leonard Avenue from Planned Development to Planned Development to allow for single-family residences and multiple-family residences built to SF-72 Single-Family Residence District, SF-60 Single-Family Residence District, & SF-Z Single-Family Residence District - Zero lot line homes, and MF-2 Multiple-Family Residential - High Density with modified development standards. (Director of Development Services Ross Altobelli) At the Tuesday, May 23, 2023 City Council meeting, the Council tabled and held open the public hearing item for the applicant to work with Council and city staff to address concerns addressed at the meeting. The applicant has proposed the following changes: • Increased the minimum number of SF-72 lots: 169 (increase of 69 lots) • Decrease the maximum number of SF-Z lots: 151 (decrease of 149 lots) • Reduced number of single-family residential lots: 36 lots • Added a private Amenity Center/Pool to be owned & maintained by HOA. Mayor Pike resumed the public hearing at 7:26 PM. No comments were given. Mayor Pike closed the public hearing at 7:26 PM. (Property zoned under this ordinance is generally located on the north side of E. Foster Crossing Road, 1,645± feet east of future Leonard Avenue) AN ORDINANCE OF THE CITY OF ANNA, TEXAS AMENDING THE CITY’S COMPREHENSIVE PLAN, ZONING MAP, AND ZONING ORDINANCE AND CHANGING THE ZONING OF CERTAIN PROPERTY AS DESCRIBED HEREIN; PROVIDING FOR SAVINGS, REPEALING AND SEVERABILITY CLAUSES; PROVIDING FOR AN EFFECTIVE DATE; PROVIDING FOR A PENALTY CLAUSE NOT TO EXCEED $2,000 OR THE HIGHEST PENALTY AMOUNT ALLOWED BY LAW, WHICHEVER IS LESS; AND, PROVIDING FOR THE PUBLICATION OF THE CAPTION HEREOF. MOTION: Council Member Carver moved to approve. Council Member Baker seconded. Motion carried 7-0. h. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to rezone 2.4± acres located on the north side of W. White Street, 635± feet east of Ferguson Parkway from Planned Development (Ord. No. 709-2015), SF-E Single-Family Residential - Large Lot, & Planned Development (Ord. No. 673-2014) to C-1 Restricted Commercial to allow for an office, retail, and restaurant development. (Planner II Salena Tittle) The applicant is requesting to rezone the property to the Restricted Commercial (C-1) zoning district to allow for commercial development. The intent of the C-1 zoning district is to accommodate the shopping needs of residents in adjacent residential areas. Mayor Pike opened the public hearing at 7:43 PM. No comments were given. Mayor Pike closed the public hearing at 7:43 PM. (Property rezoned under this ordinance is generally located on the north side of W. White Street, 635± feet east of Ferguson Parkway) AN ORDINANCE OF THE CITY OF ANNA, TEXAS AMENDING THE CITY’S COMPREHENSIVE PLAN, ZONING MAP, AND ZONING ORDINANCE AND CHANGING THE ZONING OF CERTAIN PROPERTY AS DESCRIBED HEREIN; PROVIDING FOR SAVINGS, REPEALING AND SEVERABILITY CLAUSES; PROVIDING FOR AN EFFECTIVE DATE; PROVIDING FOR A PENALTY CLAUSE NOT TO EXCEED $2,000 OR THE HIGHEST PENALTY AMOUNT ALLOWED BY LAW, WHICHEVER IS LESS; AND, PROVIDING FOR THE PUBLICATION OF THE CAPTION HEREOF. MOTION: Council Member Baker moved to approve. Mayor Pro Tem Miller seconded. Motion carried 7-0. i. Consider/Discuss/Action on a Resolution regarding The Shops at Avery Pointe, Block A, Lot 1, Concept Plan. (Planner II Salena Tittle) Office, Retail, and Restaurant on one lot on 2.4± acres located on the north side of W. White Street, 635± feet east of Ferguson Parkway. This concept plan is associated with the zoning request to allow for commercial development and is contingent upon approval of that request. The purpose of the concept plan is to show the conceptual layout and related site improvements associated with the future commercial development. The Planning & Zoning Commission recommends approval of the Concept Plan at the June 5, 2023 Planning & Zoning Commission meeting. A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING A CONCEPT PLAN FOR THE SHOPS AT AVERY POINTE, BLOCK A, LOT 1. MOTION: Mayor Pike moved to approve. Council Member Toten seconded. Motion carried 7-0. j. Consider/Discuss/Action on a Resolution entering into a development agreement with Dosti Partners LLC to establish development and design regulations for multiple-family residences and commercial uses on 54.9± acres located at the northeast corner of U.S. Highway 75 and Collin County Outer Loop Road to Planned Development to allow for a multiple-family residence, hotel and private club/banquet hall development with modified development standards (Planning Manager Lauren Mecke) The intent of the development agreement is to ensure the use of high quality, durable materials for nonresidential and residential development within the city to create well designed and attractive architecture. The applicant is proposing the following masonry standards: Multiple-family residences: Front elevation: 50% masonry Remaining cumulative surface (excluding windows and doors): 30% masonry Nonresidential buildings: Exterior facade visible to the public: 75% masonry Exterior facade not visible to the public: 50% masonry The applicant is proposing the following timelines/deadlines: • Submit Preliminary Plat within 2 years of Zoning approval. • Submit Final Plat, Site Plan, & Civil Plans within 1 year of Preliminary Plat approval. • Hold a pre-construction meeting within 90 days of civil plan approval. • Commence site construction within 120 days of pre-construction meeting. • Record final plat within 180 days of site construction commencement. • Vertical construction must commence within 120 days of recording the final plat and receiving the building permit. A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING A DEVELOPMENT AGREEMENT WITH DOSTI PARTNERS LLC, RELATING TO DEVELOPMENT AND DESIGN REGULATIONS FOR 54.9± ACRES GENERALLY LOCATED AT THE NORTHEAST CORNER OF U.S. HIGHWAY 75 AND COLLIN COUNTY OUTER LOOP ROAD. MOTION: Mayor Pike moved to approve. Council Member Cain seconded. Motion carried 7-0. k. Consider/Discuss/Action on a Resolution approving an Agreement Regarding Services including a plan for municipal services for on 54.9± acres located at the northeast corner of U.S. Highway 75 and Collin County Outer Loop Road. (Planning Manager Lauren Mecke) Dosti Partners LLC has submitted a petition to annex 54.9± acres of land. A RESOLUTION ADOPTING A CONDITIONAL AGREEMENT REGARDING SERVICES RELATED TO ANNEXATION OF A 54.9± ACRE TRACT OF LAND. MOTION: Mayor Pro Tem Miller moved to approve. Council Member Cain seconded. Motion carried 7-0. l. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to annex on 54.9± acres located at the northeast corner of U.S. Highway 75 and Collin County Outer Loop Road. (Planning Manager Lauren Mecke) The annexation is recommended for approval due to the Planning & Zoning Commissions recommendation of approval on the accompanying zoning request under item 7.j. of the Council agenda. Mayor Pike opened the public hearing at 7:46 PM. No comments were given. Mayor Pike closed the public hearing at 7:47 PM. AN ORDINANCE ANNEXING THE HEREINAFTER DESCRIBED TERRITORY TO THE CITY OF ANNA, COLLIN COUNTY, TEXAS, AND EXTENDING THE BOUNDARY LIMITS OF SAID MUNICIPALITY SO AS TO INCLUDE SAID HEREINAFTER DESCRIBED PROPERTY WITHIN SAID MUNICIPAL CORPORATE LIMITS AND GRANTING TO ALL THE INHABITANTS OF SAID PROPERTY ALL THE RIGHTS AND PRIVILEGES OF OTHER CITIZENS AND BINDING SAID INHABITANTS BY ALL OF THE ACTS, ORDINANCES, RESOLUTIONS, AND REGULATIONS OF SAID CITY AS SET FORTH HEREIN; PROVIDING A REPEALER CLAUSE; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE. (The Preserve) MOTION: Council Member Toten moved to approve. Mayor Pro Tem Miller seconded. Motion carried 6-1. Council Member Carver opposed. m. Conduct a Public Hearing/Consider/Discuss/Action on an Ordinance to establish zoning on 54.9± acres located at the northeast corner of U.S. Highway 75 and Collin County Outer Loop Road to Planned Development to allow for a multiple-family residence, hotel and private club/banquet hall development with modified development standards. (Planning Manager Lauren Mecke) The applicant is proposing zoning and design standards that would allow for a development that consists of four-story buildings, maximum height of 45 feet, with one, two, and three-bedroom unit apartment buildings, a hotel, and a private club/banquet hall, on one lot. A Planned Development (PD) district is intended to provide for combining and mixing of uses allowed in various districts with appropriate regulations and to permit flexibility in the use and design of land and buildings in situations where modification of specific provisions of this article is not contrary to its intent and purpose or significantly inconsistent with the planning on which it is based and will not be harmful to the community. A PD district may be used to permit new and innovative concepts in land utilization. While great flexibility is given to provide special restrictions which will allow development not otherwise permitted, procedures are established herein to insure against misuse of the increased flexibility. A concept plan for The Preserve, Block A, Lot 1, accompanies this request. Additionally, as part of the zoning request the property owner has submitted a voluntary annexation petition. At the Monday, June 5, 2023, Planning & Zoning Commission meeting, the Commission voted 7-0 to recommend approval of the zoning request with the following restrictions. Mayor Pike opened the public hearing at 7:50 PM. No comments were given. Mayor Pike closed the public hearing at 7:50 PM. (Property zoned under this ordinance is generally located at the northeast corner of U.S. Highway 75 and Collin County Outer Loop Road) AN ORDINANCE OF THE CITY OF ANNA, TEXAS AMENDING THE CITY’S COMPREHENSIVE PLAN, ZONING MAP, AND ZONING ORDINANCE AND CHANGING THE ZONING OF CERTAIN PROPERTY AS DESCRIBED HEREIN; PROVIDING FOR SAVINGS, REPEALING AND SEVERABILITY CLAUSES; PROVIDING FOR AN EFFECTIVE DATE; PROVIDING FOR A PENALTY CLAUSE NOT TO EXCEED $2,000 OR THE HIGHEST PENALTY AMOUNT ALLOWED BY LAW, WHICHEVER IS LESS; AND, PROVIDING FOR THE PUBLICATION OF THE CAPTION HEREOF. MOTION: Council Member Toten moved to approve. Council Member Baker seconded. Motion carried 6-1. Council Member Carver opposed. n. Consider/Discuss/Action on a Resolution regarding The Preserve, Block A, Lot 1, Concept Plan. (Planning Manager Lauren Mecke) Multiple-family residences, hotel, and private club/banquet hall on one lot on 54.9± acres located at the northeast corner of U.S. Highway 75 and Collin County Outer Loop Road. The Planning & Zoning Commission recommend approval of the Concept Plan at the June 5, 2023 Planning & Zoning Commission meeting. A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING THE PRESERVE, BLOCK A, LOT 1, CONCEPT PLAN. MOTION: Mayor Pike moved to approve. Council Member Toten seconded. Motion carried 6-1. Council Member Carver opposed. o. Consider/Discuss/Action on appointment of a Mayor Pro Tem. (City Secretary Carrie Land) The Mayor Pro-Tem is a Council Member elected by the City Council at the first regular meeting after each election of Council Members and/or Mayor. The Mayor Pro-Tem must act as Mayor during the disability or absence of the Mayor, and in this capacity has the rights conferred upon the Mayor. MOTION: Council Member Baker moved to appoint Lee Miller as Mayor Pro Tem. Council Member Cain seconded. Motion carried 6-0-1. Mayor Pro Tem Miller abstained. p. Consider/Discuss/Action on appointment of a Deputy Mayor Pro Tem. (City Secretary Carrie Land) The Deputy Mayor Pro-Tem is a Council Member elected by the City Council at the first regular meeting after each election of Council Members and/or Mayor. The Deputy Mayor Pro-Tem must act as Mayor during the disability or absence of the Mayor and Mayor Pro-Tem, and in this capacity has the rights conferred upon the Mayor. MOTION: Mayor Pike moved to appoint Randy Atchley as Deputy Mayor Pro Tem. Mayor Pro Tem Miller seconded. Motion carried 7-0. q. Consider/Discuss/Action on appointment of boards and commissions liaisons. (City Secretary Carrie Land) The role of the board/commission liaison is to attend the meetings of the board/commission and report back to City Council as needed. i. Board of Adjustments No action taken, as it is a Quasi-Judicial Board. ii. Diversity and Inclusion Advisory Commission MOTION: Council Member Atchley moved to appoint Stan Carver as the Diversity and Inclusion Advisory Commission Liaison. Council Member Baker seconded. Motion Carried 7-0. iii. Economic Development Corporation and Community Development Corporation Boards MOTION: Council Member Toten moved to appoint Elden Baker as the Economic Development Corporation and Community Development Corporation Boards Liaison. No second. MOTION: Mayor Pro Tem Miller moved to appoint Pete Cain as the Economic Development Corporation and Community Development Corporation Boards Liaison. Mayor Pike seconded. Motion Carried 7-0. iv. Parks Advisory Board MOTION: Council Member Cain moved to appoint Stan Carver as the Parks Advisory Board Liaison. Mayor Pro Tem Miller seconded. Motion Carried 7-0. v. Planning and Zoning Commission MOTION: Council Member Toten moved to appoint Lee Miller as the Planning and Zoning Commission Liaison. Council Member Baker seconded. Motion Carried 7-0. The back-up liaison are as follows: The Diversity and Inclusion Advisory Commission's backup liaison is Nate Pike. The Economic Development Corporation and Community Development Corporation Boards backup liaison is Elden Baker. The Parks Advisory Board backup liaison is Kevin Toten. The Planning and Zoning Commission backup liaison is Randy Atchley. r. Acting as the Anna Housing Finance Corporation Board of Directors, Consider/Discuss/Action on appointment of officer positions. (City Secretary Carrie Land) MOTION: Council Member Toten moved to appoint Stan Carver as President Elden Baker Vice President Pete Cain Secretary Deputy Mayor Pro Tem Atchley seconded. Motion carried 7-0. s. Acting as the Anna Public Facility Corporation Board of Directors, Consider/Discuss/Action on appointment of officer positions.(City Secretary Carrie Land) MOTION: Council Member Toten moved to appoint Stan Carver as President Elden Baker as Vice President Pete Cain as Secretary Mayor Pike seconded. Motion carried 7-0. 8. Closed Session (Exceptions). Under Tex. Gov't Code Chapter 551, the City Council may enter into Closed Session to discuss any items listed or referenced on this Agenda under the following exceptions: a. Consult with legal counsel regarding pending or contemplated litigation and/or on matters in which the duty of the attorney to the governmental body under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of the Government Code (Tex. Gov’t Code §551.071). b. Discuss or deliberate the purchase, exchange, lease, or value of real property (Tex. Gov’t Code §551.072). c. Discuss or deliberate Economic Development Negotiations: (1) To discuss or deliberate regarding commercial or financial information that the City has received from a business prospect that the City seeks to have locate, stay, or expand in or near the territory of the City of Anna and with which the City is conducting economic development negotiations; or (2) To deliberate the offer of a financial or other incentive to a business prospect described by subdivision (1). (Tex. Gov’t Code §551.087). d. Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards and Commissions MOTION: Mayor Pike moved to enter closed session. Council Member Carver seconded. Motion carried 7-0 Mayor Pike recessed the meeting at 8:08 PM. Mayor Pike reconvened the meeting at 9:27 PM. 9. Consider/Discuss/Action on any items listed on any agenda - work session, regular meeting, or closed session - that is duly posted by the City of Anna for any City Council meeting occurring on the same date as the meeting noticed in this agenda. 10. Adjourn. Mayor Pike adjourned the meeting at 9:35 PM. Approved on the 11th day of July 2023 ________________________________ ATTEST: Mayor Nate Pike ________________________________ City Secretary Carrie L. Land Item No. 6.b. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Kimberly Winarski AGENDA ITEM: Review Diversity and Inclusion Advisory Commission Meeting Minutes from November 1, 2022, January 23, 2023, February 27, 2023, and May 8, 2023. (Kimberly Winarski) SUMMARY: Attached are the minutes from four previous Diversity and Inclusion Board meetings. There was not a quorum at the November 1, 2022 meeting or the January 23, 2023 meeting. FINANCIAL IMPACT: N/A BACKGROUND: The Diversity and Inclusion Advisory Commission is a seven-member Commission that advises the City Council on diversity and inclusion related matters. Unless otherwise posted, the Commission meets at 6:30 p.m. on the 4th Monday of each month at the Municipal Complex, 120 W. 7th Street, Anna, Texas. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Neighborly. ATTACHMENTS: 1. February 27, 2023 Minutes 2. January 23, 2023 Minutes 3. May 8, 2023 Minutes 4. November 1, 2022 Minutes Item No. 6.c. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Ray Isom AGENDA ITEM: Approve Resolution Appointing an Assistant Emergency Management Coordinator (Fire Chief Ray Isom) SUMMARY: The Texas Department of Emergency Management (TDEM) requires TDEM-147 form to be updated each year. FINANCIAL IMPACT: None BACKGROUND: In May of 2019, in accordance with Ordinance No. 581-2012, the City recommended Fire Chief Ray Isom to be appointed by the City Council to serve as the City's Emergency Management Coordinator. This was passed on May 28, 2019 by Resolution 2019-05-575. At that time, Assistant Fire Chief Dan Wood, was listed as the Assistant Emergency Management Coordinator. Fire Chief Ray Isom, in consultation with the Interim City Manager, Ryan Henderson, appoint Assistant Fire Chief Thomas Brown as the Assistant Emergency Management Coordinator. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing: Goal 4: High Performing, Professional City ATTACHMENTS: 1. TDEM-Form 147 - Emergency Management Director or Coordinator Notification 2. Resolution Appointing Emergency Mgmt Asst. Coordinator Page 1 of 1 CITY OF ANNA, TEXAS RESOLUTION NO. ____________________ A RESOLUTION OF THE CITY OF ANNA, TEXAS APPOINTING AN ASSISTANT EMERGENCY MANAGEMENT COORDINATOR. WHEREAS, in accordance with Ordinance No. 581-2012 the City’s Emergency Management Director in consultation with the City Manager may recommend for the City Council’s consideration one or more eligible persons to serve as Emergency Management Coordinator; and WHEREAS, the Emergency Management Coordinator, Fire Chief Ray Isom, in consultation with the City Manager has appointed Assistant Fire Chief, Thomas Brown, to serve as the City’s Assistant Emergency Management Coordinator; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, THAT: Section 1. Recitals Incorporated The recitals set forth above are incorporated herein for all purposes as if set forth in full. Section 2. Appointing of Assistant Emergency Management Coordinator In accordance with Ordinance No. 581-2012, the City Council of the City of Anna, Texas hereby appoint Mr. Thomas Brown, the City of Anna Assistant Fire Chief, to serve as the City’s Assistant Emergency Management Coordinator. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 11th day of July 2023. ATTEST: APPROVED: _________________________ ________________________ Carrie L. Land, City Secretary Nate Pike, Mayor CITY OF ANNA, TEXAS RESOLUTION NO. __________ A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING THE RENEWAL OF THE INTERLOCAL DISPATCH SERVICES AGREEMENT WITH COLLIN COUNTY, TEXAS WHEREAS, the City Council of the City of Anna Texas (the "City Council") finds that renewal of the agreement for Dispatch Services with Collin County is vital to support the City of Anna Fire Department's mission to preserve and protect the public health and safety of the City's residents; NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, THAT: Whereas, Recitals Incorporated The recitals set forth above are incorporated herein for all purposes as if set forth in full. Section 1. Approval of the Renewal of the lnterlocal Dispatch Services Agreement The City Council hereby approves the lnterlocal Dispatch Services Agreement attached hereto as EXHIBIT 1, and authorizes, ratifies and approves the City Manager's execution of same. The City Manager is hereby authorized to execute all documents and to take all other actions necessary to finalize, act under, and enforce the Agreement that shall remain in force until September 30, 2024. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 11th day of July, 2023. ATTEST: APPROVED: __________________________ ___________________________ Carrie Smith, City Secretary Nate Pike, Mayor Office of the Purchasing Agent Collin County Administration Building Contract Modification Document 2300 Bloomdale Rd, Ste 3160 McKinney, TX 75071 972-548-4165 Vendor:Contract No. Contract: Item #1 Renew contract for a twelve (12) month period at the same terms and conditions of the contract from October 1, 2023, through September 30, 2024. Item #2 Update Section 5.01 Compensation clause of the agreement to the following: The dispatch service charges for FY2024 are in the amount of $0. From: The dispatch service charges for FY2023 are in the amount of $0. Amendment No. 2 has been accepted and authorized on __________by authority of the Collin County Commissioners Court by Court Order No.______________________, to be effective on 10/1/2023. ACCEPTED BY: SIGNATURE SIGNATURE Michelle Charnoski, NIGP-CPP, CPPB (Print Name)(Print Name) TITLE:TITLE: DATE: DATE: YOU ARE DIRECTED TO MAKE THE FOLLOWING MODIFICATION TO THIS CONTRACT Except as provided herein, all terms and conditions of the contract remain in full force and effect and may only be modified in writing signed by both parties. City of Anna P.O. Box 776 Anna, TX 75409 2021-295 Purchasing Agent Dispatch Services, Anna Fire Department 1 Interim City Manager Ryan Henderson Amendment No. 1 Court Order No.Summary 2021-573-06-21Awarded by Court Order No. HISTORICAL INFORMATION 2022-910-09-19 Renewal 2 PD Radios PAWM PAWM Collin County Grand Outside Agency as of 03/17/23 Fee per Radio Cost Radio/Dispatch Fee Total Anna 52                     108$              5,616$            199,374$                204,990$             Anna ISD 4                       108$              432$                8,570$                     9,002$                 Celina 75                     108$              8,100$            210,995$                219,095$             Celina ISD 3                       108$              324$                5,799$                     6,123$                 Community ISD 10                     108$              1,080$            19,583$                  20,663$               Fairview 41                     108$              4,428$            117,733$                122,161$             Farmersville 26                     108$              2,808$            71,537$                  74,345$               Farmersville ISD 10                     108$              1,080$            20,208$                  21,288$               Josephine 19                     108$              2,052$            47,117$                  49,169$               Lavon 30                     108$              3,240$            76,296$                  79,536$               Melissa 32                     108$              3,456$            119,006$                122,462$             Melissa ISD 8                       108$              864$                16,103$                  16,967$               Princeton 57                     108$              6,156$            183,188$                189,344$             Outside Agency  Total 367                   108$              39,636$          1,095,510$             1,135,146$         Collin County 1,025               108$              110,700$        2,463,652$             2,574,352$         FY 2024 Radio Cost (excluding FD) FY 2024 Dispatch/Radio Rates No Charge to Fire Departments (No Fire Calls in Usage) FY 2022 FY 2023 PD Radios FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 Outside Agency Actual Actual as of  03/17/23 TOTAL Projected TOTAL Projected TOTAL Projected TOTAL Projected TOTAL Anna 140,563         167,154 52                  199,374 292,771              301,138              323,754              335,297           Anna ISD 8,807              8,541 4                    8,570 12,514                12,518                12,996                13,236             Celina 174,212         216,643 75                  210,995 314,624              323,403              344,518              359,829           Celina ISD 8,579              6,152 3                    5,799 11,251                11,202                11,577                11,736             Community ISD 10,651            12,298 10                  19,583 31,356                34,020                35,178                38,595             Fairview 134,619         126,605 41                  117,733 172,472              182,741              191,503              199,816           Farmersville 78,513            81,731 26                  71,537 104,753              105,775              110,780              119,663           Farmersville ISD 15,175            15,017 10                  20,208 29,484                29,418                30,465                30,950             Josephine 47,383            48,130 19                  47,117 68,919                69,341                72,379                74,124             Lavon 52,875            70,792 30                  76,296 111,631              117,983              123,193              126,206           Melissa 114,595         119,695 32                  119,006 180,308              189,052              205,051              217,795           Melissa ISD 6,817              16,606 8                    16,103 23,494                23,437                27,143                27,563             Princeton 246,849         201,471 57                  183,188 277,018              286,442              301,043              316,252           Outside Agencies  Total Allocation 1,039,638      1,090,835 367               1,095,510 1,630,596           1,686,469           1,789,578           1,871,063        Fire Departments FD Radios Anna FD 33                   ‐                        ‐                        ‐                        ‐                        ‐                    Celina FD 57                   ‐                        ‐                        ‐                        ‐                        ‐                    Farmersville FD 40                   ‐                        ‐                        ‐                        ‐                        ‐                    Melissa FD 40                   ‐                        ‐                        ‐                        ‐                        ‐                    Princeton FD 35                   ‐                        ‐                        ‐                        ‐                        ‐                    FD Total 205                ‐                        ‐                        ‐                        ‐                        ‐                    ‐                        ‐                        ‐                        ‐                        ‐                    Collin County  Allocation ‐                  0 617                ‐                        ‐                        ‐                        ‐                        ‐                    Collin County  Allocation w/FD 2,560,212      2,531,463 822               2,463,652 3,633,133           3,801,113           4,125,500           4,380,171        Volunteer Fire Dept.VFD Radios Blue Ridge FD 23                   Branch FD 34                   Josephine FD 23                   Lavon FD 27                   Lowry Crossing FD 18                   Nevada FD 35                   Westminister FD 24                   Weston FD 19                   203                Allocation Percentage 90% 100%100%100% 100% 100% 100% Total Cost 3,599,850      3,622,298 1,392            3,559,163 5,263,729           5,487,582           5,915,079           6,251,233        % County 70% 69% 69% 69% 70% 70% % Outside Law Enforcement 30% 31% 31% 31% 30% 30% % Fire Departments 0% 0% 0% 0% 0% INTERLOCAL DISPATCH SERVICES AGREEMENT This agreement is entered into on the 21 day of June 2021, by and between the Anna Fire Department (the ''Fire Department") and Collin County, a political subdivision of the State of Texas (the "County"). RECITALS l. The County, through the Sheriff's Office, owns and operates communication facilities used in dispatching its law enforcement and emergency service personnel. 2. The Fire Department desires to obtain certain dispatch services from the County. Therefore, under the authority of Texas Government Code, Title 7, Interlocal Cooperation Act, Section 791 et seq., the parties agree as follows: SECTION 1. DEFINITIONS DISPATCH SERVICES. The term "Dispatch Services" means all services necessary for the Collin County Sheriffs Office to receive calls for Fire/EMS services within the Fire Depatiment's jurisdiction and to dispatch the Fire personnel in response to such calls. HOSTING SERVICES. The tenn "Hosting Services" means the County will store the Fire Depatiment's data as it relates to dispatch services. SECTION 2. TERM 2.01 TERM. The term of this agreement shall commence on October 1, 2021, and shall continue in full force and effect through September 30, 2022. This agreement may be renewed for additional one (1) year periods at the rates established and agreed upon by both 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 The County agrees to provide dispatch services through the Sheriff's Office to the Fire Department in the same manner and under the same work schedule as such services are provided in the operation of the County>s law enforcement personnel. 3.02 Hosting Services. The County agrees to provide Hosting Services to the Fire Department and that it will provide 95% uptime availability of the service as covered herein. 3.03 Scheduled Maintenance: The Fire Department hereby aclmowledges that the County may> from time to time> perfo1m maintenance service on the County netw011c, with or without notice to the Fire Department, which may result in the unavailability of the County network. Emergency maintenance and maintenance for which the County has not given the Fire Department notice in accordance with this Agreement shall not be deemed scheduled maintenance for purposes of this Agreement. The County will make every effort to notify the Fire Department prior to scheduled maintenance. Notice may be given in various forms including but not limited to email notice and/or phone call. 3.04 Hosted Data Ownership. The Fire Department shall have sole ownership of the Fire Department>s hosted data and the County shall make no claim to ownership of Fire Department>s hosted data. 3.05 Hosted Data Back Up. The County will back up the Fire Department's hosted data on a daily basis. All data backups will meet Criminal Justice Information Systems (CJIS) requirements. Every effort is made to ensure the reliability of the backed up data in the event that it would be necessary to restore a database. The County, however, makes no guaranties that the backed up database will be error free. Upon request, the County will provide to the Fire Department a current database backup that 2 can be restored to an alternate location to verify the contents and confirm the quality of the backup. All services required to provide the Fire Department's data and/or vel'ify data will be provided in accordance with the County's current rates. 3.06 Remote Access Agreement. For each user the City is required to complete and return Attachment (A), Connection Policy and Agreement Form for remote access and return to County to the address in 9.02 item (C). No access will be given to user unless County has received a Remote Access Agreement. SECTION 4. NONEXCLUSIVITY OF SERVICE PROVISION The parties agree that the County may contract to perf01m services similar or identical to those specified in this agreement for such additional governmental or public entities as the County, in its sole discretion, sees fit. SECTION 5. COMPENSATION 5.01 The dispatch service charges for FY2022 ar e in the amount of$0. SECTION 6. CIVIL LIABILITY 6.01 Any civil liability relating to the furnishing of services under this agreement shall be the responsibility of the Fire Department. The parties agree that the County shall be acting as agent for the Fire Department in performing the services contemplated by this agreement. 6.02 The Fire Department shall hold the County free and harmless from any obligation, costs, claims, judgments, attorney's fees, attachments, and other such liabilities arising from or growing out of the se1vices rendered to the Fire Depaiiment pursuant to the terms of this agreement or in any way connected with the rendering of said se1vices, except when the same shall arise because of the willful misconduct or culpable negligence of the County, and the County is adjudged to be guilty of willful misconduct or culpable negligence by a court of competent jurisdiction. 3 SECTION 7. AMENDMENT This agreement shall not be amended or modified other than in a written agreement signed by the parties. SECTION 8. CONTROLLING LAW This agreement shall be deemed to be made under, governed by, and constmed in accordance with the laws of the State of Texas. SECTION 9. NOTICES 9.01 FORM OF NOTICE. Unless otherwise specified, all communications provided for in this agreement shall be in writing and shall be deemed delivered, whether actually received or not, forty-eight ( 48) hours after deposit in the United States mail, first class, registered or certified, return receipt requested, with proper postage prepaid or immediately when delivered in person. 9.02 ADDRESSES. All communications provided for in this agreement shall be addressed as follows: (A) Collin County, to: Purchasing Department 2300 Bloomdale #3160 McKinney, Texas 75071 (B) Collin County Administrator, to: Bill Bilyeu 2300 Bloomdale #4192 McKinney, Texas 75071 (C) If to the Fire Depa1iment, to: 4 (D) Collin County, Remote Access to: Information Technology Department 2300 Bloomdale #3198 McKinney, Texas 75071 Or to such person at such address as may from time to time be specified in a notice given as prnvided in this Section 9. In addition, notice of termination of this agreement by the Fire Department sha1l be provided by the Fire Department to the County Judge of Collin County as follows: SECTION 10. The Honorable Chris Hill Collin County Judge Collin County Administration Building 2300 Bloomdale Rd. Suite 4192 McKinney, Texas 75071 CAPTIONS The headings to the various sections of this agreement have been inserted for the convenient reference only and shall not modify, define, limit or expand the express provision of this agreement. SECTION 11. COUNTERPARTS This agreement may be executed in counterparts, each of which, when taken separately, shall be deemed an original. SECTION 12. 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. SECTION 13. EXCLUSIVE RIGHT TO ENFORCE THIS AGREEMENT The County and tl1e Fire Department have the exclusive right to bring suit to enforce this Agreement, and no party may bring suit, as a third-party beneficia1y 5 or othe1wise, to enforce this agreement. SECTION 14. PRIOR AGREEMENTS SUPERSEDED This agreement constitutes the sole and only agreement of the parties hereto and supersedes any prior understanding or written oral agreements between the parties respecting the services to be provided under this agreement. SECTION 15. FORCE MAJEURE No party shall be liable or responsible to the other party, nor be deemed to have defaulted under or breached this Agreement, for any failure or delay in fulfilling or performing any term of this Agreement, when and to the extent such failure or delay is caused by or results from acts beyond the affected patiy•s reasonable control, including, without limitation: acts of God; flood, fire or explosion; war, invasion, riot or other civil umest; actions, embargoes or blockades in effect on or after the date of this Agreement; or national or regional emergency (each of the foregoing> a "Force Majeure Event"). A party whose performance is affected by a Force Majeure Event shall give notice to the other party, stating the period of time the occurrence is expected to continue and shall use diligent efforts to end the failure or delay and minimize the effects of such Force Majeure Event. 6 IN WITNESS WHEREOF, THE PARTIES HERETO HA VE EXECUTED THIS AGREEMENT AS OF THE DAY AND YEAR FIRST ABOVE WRITTEN. "COUNTY" COLLIN COUNTY, TEXAS BYe::::::::-~~ TITLE: lbtNG I,)~ DATE: 2-!:> J'-.lNt:. 2-CS2---1 TITLE: fi'R.~ CH I £ r:: DATE: Sjlfj ·2.02/ 7 Item No. 6.e. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Stephanie Beitelschies AGENDA ITEM: Approve a Resolution Amending the Participation from Texas Health Benefits Pool to Blue Cross Blue Shield for City Employees Health Benefits. (Director of Human Resources Stephanie Beitelschies) SUMMARY: Staff recommends City Council approve the resolution amending the participation for City Employees Health Benefits from Texas Health Benefits Pool to Blue Cross Blue Shield. The City of Anna received a substantial renewal rate increase of 35% from Texas Health Benefits Pool for the upcoming fiscal year. Recognizing that such a significant increase is not sustainable for our organization, we have engaged the services of our benefits consultants, Brinson Benefits, to explore alternative options and ensure the best possible health benefits for our employees. Brinson Benefits has assisted city staff in bidding the health benefit market, determining the best options available for benefits coverage for our employees and ensuring coverage is cost effective and providing the same or better service. By seeking alternative options through a bidding process, we were able secure a more cost-effective health benefits solution with Blue Cross Blue Shield that aligns with our financial capabilities. Blue Cross Blue Shield is currently the health coverage provider for Texas Health Benefits Pool. The transition to Blue Cross Blue Shield will have minimal to no impact on our employees currently covered on the Texas Health Benefit Pool health plan. Voluntary short- term and long-term disability, and basic and voluntary (additional) life coverage will now be with Guardian. Dental and vision coverage will remain with Guardian. FINANCIAL IMPACT: Financial impact is being finalized as of the date of this meeting. The cost of benefits are expected to increase by approximately 5% with Blue Cross Blue Shield and Guardian providers. BACKGROUND: Bidding the market provided an opportunity to assess the current health benefits landscape and consider innovative plan offerings that may better meet the needs of our employees. By inviting multiple providers to compete for our business, we were able to, not only determine the best value for the organization, but also evaluate a range of plan features, network options, wellness programs, and additional services that align with our organization's objectives and prioritize the well-being of our employees. In coordination with Brinson Benefits, staff assessed the reputation and track record of potential providers, to ensure that we partner with a company with a strong commitment to excellent customer service, efficient claims processing, and responsive support for City of Anna employees. Securing cost-effective health benefits and offering competitive plan options can contribute to employee satisfaction and retention. Providing comprehensive and affordable health coverage demonstrates our commitment to the well-being and financial security of our employees, enhancing their overall job satisfaction and loyalty to the organization. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Excellent. ATTACHMENTS: 1. Resolution Authorizing Participation from Texas Health Benefits Pool to Blue Cross Blue Shield and Guardian CITY OF ANNA, TEXAS RESOLUTION NO. _________ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANNA, COLLIN COUNTY, TEXAS, AUTHORIZING PARTICIPATION BY THE CITY OF ANNA IN A BLUE CROSS AND BLUE SHIELD AND GUARDIAN AS A PART OF THE CITY’S HEALTH INSURANCE BENEFIT PACKAGE AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Council of the City of Anna is desirous to provide health insurance to its employees; and WHEREAS, the City Council of the City of Anna has reviewed the health insurance plan offered to City employees; and WHEREAS, the City Council has determined that a health insurance program and plan provide an opportunity for City employees to maintain their health and voluntary dependents coverages, providing availability of medical (HRA, HSA), dental, vision, group life, voluntary life, long-term disability, voluntary short term disability, COBRA, and employee navigator; and NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS, THAT: Section 1. The City of Anna, Texas, hereby authorizes the participation of the City in the Blue Cross and Blue Shield Plan and the Guardian Insurance Plan, collectively referred to as the “Plan”. Section 2. The Plan will provide a benefits package that includes medical (HRA, HSA), dental, vision, group life, voluntary life, long-term disability, voluntary short- term disability, COBRA, and employee navigator. Section 3. The Interim City Manager and or designee is hereby authorized to execute and sign all documents required to implement the intent of this Resolution. Section 4. The Resolution shall become effective from and after its passage. DULY PASSED AND APPROVED THIS 11th DAY OF JULY 2023. ATTEST: APPROVED ______________________ _________________________ City Secretary, Carrie Land Mayor, Nate Pike Item No. 6.f. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Joey Grisham AGENDA ITEM: Approve an Ordinance adopting the 2023 Annual Service Plan Update to the Service and Assessment Plan and Assessment Roll, including the collection for the 2023-2024 annual installments for the AnaCapri Public Improvement District (PID). (Director of Economic Development Joey Grisham) SUMMARY: The Service and Assessment Plan (SAP) sets forth the costs of the Authorized Improvements, and the manner of assessing the property in the District for the costs of such Authorized Improvements based on the benefit provided to the Assessed Property. Pursuant to the PID Act, the SAP must be reviewed and updated annually. This document is the Annual Service Plan Update for 2023.The City Council also adopted an Assessment Roll identifying the Assessments on each Lot within the District, based on the method of assessment identified in the SAP. This 2023 Annual Service Plan Update also updates the Assessment Roll for 2023. FINANCIAL IMPACT: N/A BACKGROUND: The District was created pursuant to the PID Act by Resolution No. 2022-04-1140 on April 12, 2022, by the City Council to finance certain Authorized Improvements for the benefit of the property in the District.On September 13, 2022, the City Council approved Ordinance No. 1001-2022 which approved the SAP for the District and levied Assessments to finance the Authorized Improvements to be constructed for the benefit of the Assessed Property within the District. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Vibrant. ATTACHMENTS: 1. 2023-07-05_ANN_AnaCapri_2023 SAP Update_Ord_v1.0 2. 2023-07-03_ANN_AnaCapri_SAP_Update_v1.4 CITY OF ANNA ORDINANCE NO. ________ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS APPROVING THE 2023 ANNUAL SERVICE PLAN UPDATE TO THE SERVICE AND ASSESSMENT PLAN, INCLUDING THE ASSESSMENT ROLL, FOR THE ANACAPRI PUBLIC IMPROVEMENT DISTRICT IN ACCORDANCE WITH CHAPTER 372, TEXAS LOCAL GOVERNMENT CODE, AS AMENDED; AND PROVIDING AN EFFECTIVE DATE. RECITALS WHEREAS, on April 12, 2022, after notice and a public hearing in the manner required by law, the City Council (the "City Council") of the City of Anna, Texas (the "City") passed and approved Resolution No. 2022-04-1140 authorizing the creation of the AnaCapri Public Improvement District (the "District"); and WHEREAS, on September 13, 2022, after notice and a public hearing in the manner required by law, the City Council passed an Ordinance approving the "AnaCapri Public Improvement District Service and Assessment Plan," (the "Service and Assessment Plan") including the Assessment Roll attached to the Service and Assessment Plan (the "Assessment Roll"), and levied the Assessments on property within District in accordance with the Assessment Roll for the purposes of financing the public improvements (the "Authorized Improvements") undertaken for the benefit of such property; and WHEREAS, Chapter 372, Texas Local Government Code (as amended, the "PID Act") requires the Service and Assessment Plan to be reviewed and updated annually for the purposes of determining the annual budget for the Authorized Improvements; and WHEREAS, the City Council has received the "AnaCapri Public Improvement District 2023 Annual Service Plan Update" (the "Annual Service Plan Update") which includes the updated Assessment Roll and now desires to proceed with the adoption of this Ordinance which approves and adopts the Annual Service Plan Update and updated Assessment Roll for District as required by the PID Act. 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. Findings. That the recitals and findings in the Recitals of this Ordinance are hereby found and determined to be true and correct and constitute the legislative findings and determinations of the City Council. Section 3. Assessment Plan. The Annual Service Plan Update, including the updated Assessment Roll contained therein, in the form attached as Exhibit A is hereby approved and the same is incorporated as part of this Ordinance as if fully set forth in the body of this Ordinance. Section 4. 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 governing body of the City in adopting this Ordinance that no portion hereof, or provision or regulation contained herein shall become inoperative or fail by reason of any unconstitutionality, voidness, or invalidity of any other portion hereof, and all provisions of this Ordinance are declared to be severable for that purpose. Section 5. Filing in Land Records. The City Secretary is directed to cause a copy of this Ordinance, including the 2023 Annual Service Plan Update, to be recorded in the real property records of Collin County, Texas, on or before July 18, 2023. The City Secretary is further directed to similarly file each Annual Service Plan Update approved by the City Council, with each such filing to occur within seven days of the date each respective Annual Service Plan Update is approved. Section 6. Effective Date. This Ordinance shall take effect immediately from and after its passage in accordance with applicable law. PASSED by the City Council of the City of Anna, Texas this 11th day of July 2023. ATTESTED: APPROVED: ________________________________ _________________________ Carrie L. Land, City Secretary Lee Miller, Mayor Pro Tem Exhibit A 2023 Annual Service Plan Update [Remainder of page left intentionally blank.] JULY 11, 2023 ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE [APPROVAL DATE], 2023 [APPROVAL DATE], 2023 ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 1 INTRODUCTION Capitalized terms used in this 2023 Annual Service Plan Update shall have the meanings set forth in the Service and Assessment Plan (the “SAP”). The District was created pursuant to the PID Act by Resolution No. 2022-04-1140 on April 12, 2022, by the City Council to finance certain Authorized Improvements for the benefit of the property in the District. On September 13, 2022, the City Council approved Ordinance No. 1001-2022 which approved the SAP for the District and levied Assessments to finance the Authorized Improvements to be constructed for the benefit of the Assessed Property within the District. The SAP also set forth the costs of the Authorized Improvements, and the manner of assessing the property in the District for the costs of such Authorized Improvements based on the benefit provided to the Assessed Property. Pursuant to the PID Act, the SAP must be reviewed and updated annually. This document is the Annual Service Plan Update for 2023. The City Council also adopted an Assessment Roll identifying the Assessments on each Lot within the District, based on the method of assessment identified in the SAP. This 2023 Annual Service Plan Update also updates the Assessment Roll for 2023. ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 2 PARCEL SUBDIVISION Improvement Area #1: There have not been any recoded plats in Improvement Area #1. Improvement Area #2A: There have not been any recoded plats in Improvement Area #2A. See Exhibit D for the Lot Type classification map. LOT AND HOME SALES Improvement Area #1 Improvement Area #1 is anticipated to include approximately 458 Lots further designated as 174 Lot Type 1 Lots and 284 Lot Type 2 Lots anticipated to be developed as single-family homes. Per the Developer as of March 31, 2023, Improvement Area #1 has no Lots under contract with end users. Improvement Area #2A Improvement Area #2A is anticipated to include approximately 237 Lots further designated as 136 Lot Type 3 Lots and 101 Lot Type 4 Lots anticipated to be developed as single-family homes. Per the Developer as of March 31, 2023, Improvement Area #2A has no Lots under contract with end users. See Exhibit E for the buyer disclosures. ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 3 AUTHORIZED IMPROVEMENTS Per the Developer, the Authorized Improvements listed in the SAP for Improvement Area #1 are currently under construction and projected to be completed in the third quarter of 2023, the Authorized Improvements for Improvement Area #2 have not started construction and are projected to be completed in the fourth quarter of 2024The budget for the Authorized Improvements remains unchanged as shown on the table below. OUTSTANDING ASSESSMENT Improvement Area #1 has an outstanding Assessment of $20,343,0001. 1 Outstanding Assessment was reduced as shown on Exhibit C-1. Improvement Area #1 Improvements Roadway Improvements 5,583,370$ Q3, 2023 Water Systems 1,880,843 Q3, 2023 Sanitary Sewer 1,447,746 Q3, 2023 Storm Sewer 3,218,991 Q3, 2023 Site Fencing, Retaining Walls, Landscape 1,398,604 Q3, 2023 Soft Costs 4,998,569 Q3, 2023 Subtotal 18,528,122$ Improvement Area #2 Improvements Roadway Improvements 1,032,532$ Q4, 2024 Water Systems 510,957 Q4, 2024 Sanitary Sewer 2,112,336 Q4, 2024 Storm Sewer 1,206,865 Q4, 2024 Site Fencing, Retaining Walls, Landscape 976,139 Q4, 2024 Soft Costs 1,352,408 Q4, 2024 Subtotal 7,191,237$ Improvement Area #2A Improvements Roadway Improvements 4,149,405$ Q4, 2024 Water Systems 921,494 Q4, 2024 Sanitary Sewer 767,152 Q4, 2024 Storm Sewer 841,028 Q4, 2024 Site Fencing, Retaining Walls, Landscape 592,655 Q4, 2024 Soft Costs 2,447,957 Q4, 2024 Subtotal 9,719,692$ Forecast Completion Date Original BudgetAuthorized Improvements ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 4 Improvement Area #2A has an outstanding Assessment of $10,136,000.002. TIRZ NO. 4 ANNUAL CREDIT AMOUNT The TIRZ No. 4 Annual Credit Amount shall only be applied to principal and interest component of the Annual Installment, as further described in the SAP. Application of qualifying property tax exemptions may decrease or eliminate the amount of the TIRZ No. 4 Annual Credit Amount on a parcel-by-parcel basis. Since the Assessed Property has not yet been platted, there is no TIRZ No. 4 Annual Credit Amount included in this 2023 Annual Service Plan Update. The table below shows the TIRZ No. 4 Maximum Annual Credit Amount as originally described in the SAP. ANNUAL INSTALLMENT DUE 1/31/2024 Improvement Area #1 ▪Principal and Interest – The total principal and interest required for the Annual Installment is $1,639,369.21. ▪Annual Collection Costs – The cost of administering the District and collecting the Annual Installments shall be paid for on a pro rata basis by each Parcel based on the amount of outstanding Assessment remaining on the Parcel. The total Annual Collection Costs budgeted for the Annual Installment is $39,121.15. 2 Outstanding Assessment was reduced as shown on Exhibit C-2. Improvement Area #1 Lot Type 1 174 526.57$ Lot Type 2 284 587.80$ Improvement Area #1 Subtotal 458 Improvement Area #2A Lot Type 3 136 579.21$ Lot Type 4 101 646.56$ Improvement Area #2A Subtotal 237 TIRZ No. 4 Maximum Annual Credit AmountLot Type Units ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 5 See Exhibit B-1 for the reimbursement schedule for Improvement Area #1. Improvement Area #2A ▪Principal and Interest – The total principal and interest required for the Annual Installment is $816,823.79. ▪Annual Collection Costs – The cost of administering the District and collecting the Annual Installments shall be paid for on a pro rata basis by each Parcel based on the amount of outstanding Assessment remaining on the Parcel. The total Annual Collection Costs budgeted for the Annual Installment is $12,008.85. Administration 20,429.21$ City Auditor 1,669.05$ Filing Fees 667.62$ County Collection 687.65$ Miscellaneous 667.62$ Draw Request Review 15,000.00$ Total Annual Collection Costs 39,121.15$ Annual Collection Costs Breakdown Improvement Area #1 Principal 215,359.21$ Interest 1,424,010.00$ Annual Collection Costs 39,121.15$ Total Annual Collection Costs 1,678,490.36$ Due January 31, 2024 Improvement Area #1 Administration 10,170.79$ City Auditor 830.95$ Filing Fees 332.38$ County Collection 342.35$ Miscellaneous 332.38$ Total Annual Collection Costs 12,008.85$ Improvement Area #2A Annual Collection Costs Breakdown ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 6 See Exhibit B-2 for the reimbursement schedule for Improvement Area #2A. PREPAYMENT OF ASSESSMENTS IN FULL No full prepayments of Assessments have occurred within the District. PARTIAL PREPAYMENT OF ASSESSMENTS No partial prepayments of Assessments have occurred within the District. Principal 107,303.79$ Interest 709,520.00$ Annual Collection Costs 12,008.85$ Total Annual Collection Costs 828,832.64$ Due January 31, 2024 Improvement Area #2A ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 7 SERVICE PLAN – FIVE YEAR BUDGET FORECAST The PID Act requires the annual indebtedness and projected costs for the Authorized Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection shall cover a period of not less than five years. ASSESSMENT ROLLS The list of current Parcels or Lots within the District, the corresponding total Assessments, and current Annual Installment are shown on the Assessment Rolls attached hereto as Exhibit A-1, and Exhibit A-2. The Parcels or Lots shown on the Assessment Rolls will receive the bills for the 2023 Annual Installments which will be delinquent if not paid by January 31, 2024. Annual Installments Due 1/31/2024 1/31/2025 1/31/2026 1/31/2027 1/31/2028 Principal 215,359.21$ 230,434.35$ 246,564.76$ 263,824.29$ 357,358.33$ Interest 1,424,010.00 1,408,934.86 1,392,804.45 1,375,544.92 1,147,699.59 (1)1,639,369.21$ 1,639,369.21$ 1,639,369.21$ 1,639,369.21$ 1,505,057.92$ Annual Collection Costs (2)39,121.15$ 39,903.57$ 40,701.64$ 41,515.68$ 42,345.99$ Additional Interest1 (3)-$ -$ -$ -$ -$ Total Annual Installment (3) = (1) + (2)1,678,490.36$ 1,679,272.78$ 1,680,070.85$ 1,680,884.88$ 1,547,403.91$ Annual Installments Due 1/31/2024 1/31/2025 1/31/2026 1/31/2027 1/31/2028 Principal 107,303.79$ 114,815.05$ 122,852.10$ 131,451.75$ 178,055.55$ Interest 709,520.00$ 702,008.73$ 693,971.68$ 685,372.03$ 571,846.98$ (1)816,823.79$ 816,823.79$ 816,823.79$ 816,823.79$ 749,902.53$ Annual Collection Costs (2)12,008.85$ 12,249.03$ 12,494.01$ 12,743.89$ 12,998.77$ Additional Interest1 (3)-$ -$ -$ -$ -$ Total Annual Installment (3) = (1) + (2)828,832.64$ 829,072.81$ 829,317.79$ 829,567.67$ 762,901.29$ Footnotes: (1)Additional Interest will not be charged on the Improvement Area #1 Reimbursement Obligation,or the Improvement Area #2A Reimbursement Obligation.In the event PID Bonds are issued,the Service Plan and Assessment Roll shall be updated to reflect the Additional Interest collected for the PID Bonds. Improvement Area #1 Improvement Area #2A ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 8 EXHIBIT A-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL Property ID1 Lot Type Outstanding Assessment Annual Installment Due 1/31/20241 2770352 Improvement Area #1 Initial Parcel 20,343,000.00$ 1,678,490.36$ 20,343,000.00$ 1,678,490.36$ Footnotes: (1)The entire Improvement Area #1 Initial Parcel is contained within Property ID 2770352.For billing purposes,the Annual Installment due 1/31/2024 shall be allocated pro rata based on acreage. Total ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 9 EXHIBIT A-2 – IMPROVEMENT AREA #2A ASSESSMENT ROLL Property ID1 Lot Type Outstanding Assessment Annual Installment Due 1/31/20242 2759616 Improvement Area #2A Initial Parcel 3,558,452.95$ 290,978.88$ 2759795 Improvement Area #2A Initial Parcel 6,577,547.05$ 537,853.75$ 10,136,000.00$ 828,832.64$ Footnotes: (1)The entire Improvement Area #2A Initial Parcel is contained within Property ID 2759616,and 2759795.For billing purposes,the Annual Installment due 1/31/2024 shall be allocated pro rata based on acreage. Total ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 10 EXHIBIT B-1 – IMPROVEMENT AREA #1 REIMBURSEMENT SCHEDULE Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 215,359.21$ 1,424,010.00$ 39,121.15$ 1,678,490.36$ 2025 230,434.35$ 1,408,934.86$ 39,903.57$ 1,679,272.78$ 2026 246,564.76$ 1,392,804.45$ 40,701.64$ 1,680,070.85$ 2027 263,824.29$ 1,375,544.92$ 41,515.68$ 1,680,884.88$ 2028 357,358.33$ 1,147,699.59$ 42,345.99$ 1,547,403.91$ 2029 378,513.94$ 1,126,543.98$ 43,192.91$ 1,548,250.83$ 2030 400,921.97$ 1,104,135.95$ 44,056.77$ 1,549,114.69$ 2031 424,656.55$ 1,080,401.37$ 44,937.90$ 1,549,995.83$ 2032 449,796.22$ 1,055,261.70$ 45,836.66$ 1,550,894.58$ 2033 476,424.15$ 1,028,633.77$ 46,753.40$ 1,551,811.32$ 2034 504,628.46$ 1,000,429.46$ 47,688.46$ 1,552,746.38$ 2035 534,502.47$ 970,555.45$ 48,642.23$ 1,553,700.15$ 2036 566,145.02$ 938,912.91$ 49,615.08$ 1,554,673.00$ 2037 599,660.80$ 905,397.12$ 50,607.38$ 1,555,665.30$ 2038 635,160.72$ 869,897.20$ 51,619.53$ 1,556,677.45$ 2039 672,762.23$ 832,295.69$ 52,651.92$ 1,557,709.84$ 2040 712,589.76$ 792,468.16$ 53,704.96$ 1,558,762.88$ 2041 754,775.07$ 750,282.85$ 54,779.05$ 1,559,836.98$ 2042 799,457.76$ 705,600.16$ 55,874.64$ 1,560,932.56$ 2043 846,785.66$ 658,272.26$ 56,992.13$ 1,562,050.05$ 2044 896,915.37$ 608,142.55$ 58,131.97$ 1,563,189.89$ 2045 950,012.76$ 555,045.16$ 59,294.61$ 1,564,352.53$ 2046 1,006,253.51$ 498,804.41$ 60,480.50$ 1,565,538.42$ 2047 1,065,823.72$ 439,234.20$ 61,690.11$ 1,566,748.03$ 2048 1,128,920.48$ 376,137.44$ 62,923.91$ 1,567,981.84$ 2049 1,195,752.58$ 309,305.34$ 64,182.39$ 1,569,240.31$ 2050 1,266,541.13$ 238,516.79$ 65,466.04$ 1,570,523.96$ 2051 1,341,520.36$ 163,537.56$ 66,775.36$ 1,571,833.28$ 2052 1,420,938.37$ 84,119.55$ 68,110.87$ 1,573,168.79$ Total 20,343,000.00$ 23,840,924.86$ 1,517,596.83$45,701,521.68$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92%dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available offsets could increase or decrease the amounts shown. ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 11 EXHIBIT B-2 – IMPROVEMENT AREA #2A REIMBURSEMENT SCHEDULE Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 107,303.79$ 709,520.00$ 12,008.85$ 828,832.64$ 2025 114,815.05$ 702,008.73$ 12,249.03$ 829,072.81$ 2026 122,852.10$ 693,971.68$ 12,494.01$ 829,317.79$ 2027 131,451.75$ 685,372.03$ 12,743.89$ 829,567.67$ 2028 178,055.55$ 571,846.98$ 12,998.77$ 762,901.29$ 2029 188,596.44$ 561,306.09$ 13,258.74$ 763,161.27$ 2030 199,761.35$ 550,141.18$ 13,523.92$ 763,426.44$ 2031 211,587.22$ 538,315.31$ 13,794.39$ 763,696.92$ 2032 224,113.18$ 525,789.34$ 14,070.28$ 763,972.81$ 2033 237,380.68$ 512,521.84$ 14,351.69$ 764,254.21$ 2034 251,433.62$ 498,468.91$ 14,638.72$ 764,541.25$ 2035 266,318.49$ 483,584.04$ 14,931.50$ 764,834.02$ 2036 282,084.54$ 467,817.98$ 15,230.13$ 765,132.65$ 2037 298,783.95$ 451,118.58$ 15,534.73$ 765,437.25$ 2038 316,471.96$ 433,430.57$ 15,845.42$ 765,747.95$ 2039 335,207.10$ 414,695.43$ 16,162.33$ 766,064.86$ 2040 355,051.36$ 394,851.17$ 16,485.58$ 766,388.10$ 2041 376,070.40$ 373,832.13$ 16,815.29$ 766,717.82$ 2042 398,333.77$ 351,568.76$ 17,151.59$ 767,054.12$ 2043 421,915.13$ 327,987.40$ 17,494.63$ 767,397.15$ 2044 446,892.50$ 303,010.02$ 17,844.52$ 767,747.05$ 2045 473,348.54$ 276,553.99$ 18,201.41$ 768,103.94$ 2046 501,370.77$ 248,531.75$ 18,565.44$ 768,467.96$ 2047 531,051.92$ 218,850.61$ 18,936.75$ 768,839.27$ 2048 562,490.19$ 187,412.33$ 19,315.48$ 769,218.01$ 2049 595,789.61$ 154,112.91$ 19,701.79$ 769,604.32$ 2050 631,060.36$ 118,842.17$ 20,095.83$ 769,998.35$ 2051 668,419.13$ 81,483.39$ 20,497.74$ 770,400.27$ 2052 707,989.55$ 41,912.98$ 20,907.70$ 770,810.22$ Total 10,136,000.00$ 11,878,858.30$ 465,850.13$ 22,480,708.42$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92%dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available offsets could increase or decrease the amounts shown. ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 12 EXHIBIT C-1 – IMPROVEMENT AREA #1 REDUCTION OF ASSESSMENT Original Assessment levied in 2022 (1)22,145,000.00$ Principal due in 1/31/2023 Annual Installment (2)473,601.91 Interest due in 1/31/2023 Annual Installment1 (3)1,310,984.00 Reduction in Assessment due to Lot Type reconfiguration2 (4)17,357.56$ Outstanding Assessment (5) = (1) - (2) - (3) - (4)20,343,056.54 To be forgiven for rounding (6)56.54$ Improvement Area #1 Assessment (7) = (5) - (6)20,343,000.00$ Footnotes: Improvement Area #1 Reduction in Assessment Since Levy (1)Interest amount from 1/31/2023 Assessment collected,but not earned,and resulted in a principal reduction to Improvement Area #1 Assessment. (2)Developer updated Lot Type Configuration to remove six Lot Type 1 units,and add five Lot Type 2 units,resulting in a decrease in the Estimated Buildout Value,and a mandatory reduction in the Assessment. ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 13 EXHIBIT C-2 – IMPROVEMENT AREA #2A REDUCTION OF ASSESSMENT Original Assessment levied in 2022 (1)11,025,000.00$ Principal due in 1/31/2023 Annual Installment (2)235,785.10 Interest due in 1/31/2023 Annual Installment1 (3)652,680.00 Net Outstanding Assessment (4) = (1) + (2) + (3)10,136,534.90 To be forgiven for rounding (5)534.90$ Improvement Area #2A Assessment (6) = (4) - (5)10,136,000.00$ Footnotes: Reduction in Assessment Since Levy (1)Interest amount from 1/31/2023 Assessment collected,but not earned,and resulted in a principal reduction to Improvement Area #2A Assessment. Improvement Area #2A ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 14 EXHIBIT D – LOT TYPE CLASSIFICATION MAP Improvement Area #1 ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 15 Improvement Area #2A ANACAPRI PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 16 EXHIBIT E – BUYER DISCLOSURES Buyer disclosures for the following Lot Types are found in this Exhibit: ▪Improvement Area #1 o Improvement Area #1 Initial Parcel o Lot Type 1 o Lot Type 2 ▪Improvement Area #2A o Improvement Area #2A Initial Parcel o Lot Type 3 o Lot Type 4 ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 – INITIAL PARCEL BUYER DISCLOSURE NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court- ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 INITIAL PARCEL PRINCIPAL ASSESSMENT: $20,343,000.00 As the purchaser of the real property described above, you are obligated to pay assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property within AnaCapri 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 City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the District. More information about the assessments, including the amounts and due dates, may be obtained from City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. _________________ 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 ______________ 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF _______ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 ______________ 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF ________ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 ______________ 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 215,359.21$ 1,424,010.00$ 39,121.15$ 1,678,490.36$ 2025 230,434.35$ 1,408,934.86$ 39,903.57$ 1,679,272.78$ 2026 246,564.76$ 1,392,804.45$ 40,701.64$ 1,680,070.85$ 2027 263,824.29$ 1,375,544.92$ 41,515.68$ 1,680,884.88$ 2028 357,358.33$ 1,147,699.59$ 42,345.99$ 1,547,403.91$ 2029 378,513.94$ 1,126,543.98$ 43,192.91$ 1,548,250.83$ 2030 400,921.97$ 1,104,135.95$ 44,056.77$ 1,549,114.69$ 2031 424,656.55$ 1,080,401.37$ 44,937.90$ 1,549,995.83$ 2032 449,796.22$ 1,055,261.70$ 45,836.66$ 1,550,894.58$ 2033 476,424.15$ 1,028,633.77$ 46,753.40$ 1,551,811.32$ 2034 504,628.46$ 1,000,429.46$ 47,688.46$ 1,552,746.38$ 2035 534,502.47$ 970,555.45$ 48,642.23$ 1,553,700.15$ 2036 566,145.02$ 938,912.91$ 49,615.08$ 1,554,673.00$ 2037 599,660.80$ 905,397.12$ 50,607.38$ 1,555,665.30$ 2038 635,160.72$ 869,897.20$ 51,619.53$ 1,556,677.45$ 2039 672,762.23$ 832,295.69$ 52,651.92$ 1,557,709.84$ 2040 712,589.76$ 792,468.16$ 53,704.96$ 1,558,762.88$ 2041 754,775.07$ 750,282.85$ 54,779.05$ 1,559,836.98$ 2042 799,457.76$ 705,600.16$ 55,874.64$ 1,560,932.56$ 2043 846,785.66$ 658,272.26$ 56,992.13$ 1,562,050.05$ 2044 896,915.37$ 608,142.55$ 58,131.97$ 1,563,189.89$ 2045 950,012.76$ 555,045.16$ 59,294.61$ 1,564,352.53$ 2046 1,006,253.51$ 498,804.41$ 60,480.50$ 1,565,538.42$ 2047 1,065,823.72$ 439,234.20$ 61,690.11$ 1,566,748.03$ 2048 1,128,920.48$ 376,137.44$ 62,923.91$ 1,567,981.84$ 2049 1,195,752.58$ 309,305.34$ 64,182.39$ 1,569,240.31$ 2050 1,266,541.13$ 238,516.79$ 65,466.04$ 1,570,523.96$ 2051 1,341,520.36$ 163,537.56$ 66,775.36$ 1,571,833.28$ 2052 1,420,938.37$ 84,119.55$ 68,110.87$ 1,573,168.79$ Total 20,343,000.00$ 23,840,924.86$ 1,517,596.83$45,701,521.68$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92%dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available offsets could increase or decrease the amounts shown. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 INITIAL PARCEL ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 – LOT TYPE 1 BUYER DISCLOSURE NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court- ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $41,429.81 As the purchaser of the real property described above, you are obligated to pay assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property within AnaCapri 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 City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the District. More information about the assessments, including the amounts and due dates, may be obtained from City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. _________________ 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 ______________ 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF _______ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 ______________ 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF ________ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 ______________ 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 438.59$ 2,900.09$ 79.67$ 3,418.35$ 2025 469.29$ 2,869.39$ 81.27$ 3,419.95$ 2026 502.14$ 2,836.53$ 82.89$ 3,421.57$ 2027 537.29$ 2,801.38$ 84.55$ 3,423.23$ 2028 727.78$ 2,337.36$ 86.24$ 3,151.39$ 2029 770.87$ 2,294.28$ 87.97$ 3,153.11$ 2030 816.50$ 2,248.64$ 89.72$ 3,154.87$ 2031 864.84$ 2,200.31$ 91.52$ 3,156.66$ 2032 916.04$ 2,149.11$ 93.35$ 3,158.50$ 2033 970.27$ 2,094.88$ 95.22$ 3,160.36$ 2034 1,027.71$ 2,037.44$ 97.12$ 3,162.27$ 2035 1,088.55$ 1,976.60$ 99.06$ 3,164.21$ 2036 1,152.99$ 1,912.16$ 101.04$ 3,166.19$ 2037 1,221.25$ 1,843.90$ 103.07$ 3,168.21$ 2038 1,293.55$ 1,771.60$ 105.13$ 3,170.27$ 2039 1,370.12$ 1,695.02$ 107.23$ 3,172.37$ 2040 1,451.23$ 1,613.91$ 109.37$ 3,174.52$ 2041 1,537.15$ 1,528.00$ 111.56$ 3,176.71$ 2042 1,628.15$ 1,437.00$ 113.79$ 3,178.94$ 2043 1,724.53$ 1,340.61$ 116.07$ 3,181.21$ 2044 1,826.63$ 1,238.52$ 118.39$ 3,183.54$ 2045 1,934.76$ 1,130.38$ 120.76$ 3,185.90$ 2046 2,049.30$ 1,015.85$ 123.17$ 3,188.32$ 2047 2,170.62$ 894.53$ 125.64$ 3,190.78$ 2048 2,299.12$ 766.03$ 128.15$ 3,193.29$ 2049 2,435.23$ 629.92$ 130.71$ 3,195.86$ 2050 2,579.39$ 485.75$ 133.33$ 3,198.47$ 2051 2,732.09$ 333.05$ 135.99$ 3,201.14$ 2052 2,893.83$ 171.31$ 138.71$ 3,203.86$ Total 41,429.81$ 48,553.56$ 3,090.68$ 93,074.05$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92% dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements, interest earnings,or other available offsets could increase or decrease the amounts shown. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 1 ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #1 – LOT TYPE 2 BUYER DISCLOSURE NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court- ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ STREET ADDRESS IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $46,247.23 As the purchaser of the real property described above, you are obligated to pay assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property within AnaCapri 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 City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the District. More information about the assessments, including the amounts and due dates, may be obtained from City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. _________________ 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 ______________ 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF _______ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 ______________ 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF ________ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 ______________ 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 489.59$ 3,237.31$ 88.94$ 3,815.83$ 2025 523.86$ 3,203.03$ 90.72$ 3,817.61$ 2026 560.53$ 3,166.36$ 92.53$ 3,819.43$ 2027 599.77$ 3,127.13$ 94.38$ 3,821.28$ 2028 812.41$ 2,609.15$ 96.27$ 3,517.83$ 2029 860.50$ 2,561.05$ 98.19$ 3,519.75$ 2030 911.45$ 2,510.11$ 100.16$ 3,521.72$ 2031 965.40$ 2,456.16$ 102.16$ 3,523.72$ 2032 1,022.55$ 2,399.00$ 104.20$ 3,525.76$ 2033 1,083.09$ 2,338.47$ 106.29$ 3,527.85$ 2034 1,147.21$ 2,274.35$ 108.41$ 3,529.97$ 2035 1,215.12$ 2,206.43$ 110.58$ 3,532.14$ 2036 1,287.06$ 2,134.50$ 112.79$ 3,534.35$ 2037 1,363.25$ 2,058.31$ 115.05$ 3,536.61$ 2038 1,443.96$ 1,977.60$ 117.35$ 3,538.91$ 2039 1,529.44$ 1,892.12$ 119.70$ 3,541.26$ 2040 1,619.98$ 1,801.58$ 122.09$ 3,543.65$ 2041 1,715.89$ 1,705.67$ 124.53$ 3,546.09$ 2042 1,817.47$ 1,604.09$ 127.02$ 3,548.58$ 2043 1,925.06$ 1,496.50$ 129.56$ 3,551.12$ 2044 2,039.02$ 1,382.53$ 132.16$ 3,553.71$ 2045 2,159.73$ 1,261.82$ 134.80$ 3,556.36$ 2046 2,287.59$ 1,133.97$ 137.49$ 3,559.05$ 2047 2,423.01$ 998.54$ 140.24$ 3,561.80$ 2048 2,566.46$ 855.10$ 143.05$ 3,564.61$ 2049 2,718.39$ 703.17$ 145.91$ 3,567.47$ 2050 2,879.32$ 542.24$ 148.83$ 3,570.39$ 2051 3,049.78$ 371.78$ 151.81$ 3,573.36$ 2052 3,230.32$ 191.24$ 154.84$ 3,576.40$ Total 46,247.23$ 54,199.32$ 3,450.06$ 103,896.61$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92% dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements, interest earnings,or other available offsets could increase or decrease the amounts shown. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #1 LOT TYPE 2 ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2A – INITIAL PARCEL BUYER DISCLOSURE NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court- ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ STREET ADDRESS IMPROVEMENT AREA #2A INITIAL PARCEL PRINCIPAL ASSESSMENT: $10,136,000.00 As the purchaser of the real property described above, you are obligated to pay assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property within AnaCapri 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 City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the District. More information about the assessments, including the amounts and due dates, may be obtained from City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. _________________ 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 ______________ 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF _______ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 ______________ 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF ________ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 ______________ 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 107,303.79$ 709,520.00$ 12,008.85$ 828,832.64$ 2025 114,815.05$ 702,008.73$ 12,249.03$ 829,072.81$ 2026 122,852.10$ 693,971.68$ 12,494.01$ 829,317.79$ 2027 131,451.75$ 685,372.03$ 12,743.89$ 829,567.67$ 2028 178,055.55$ 571,846.98$ 12,998.77$ 762,901.29$ 2029 188,596.44$ 561,306.09$ 13,258.74$ 763,161.27$ 2030 199,761.35$ 550,141.18$ 13,523.92$ 763,426.44$ 2031 211,587.22$ 538,315.31$ 13,794.39$ 763,696.92$ 2032 224,113.18$ 525,789.34$ 14,070.28$ 763,972.81$ 2033 237,380.68$ 512,521.84$ 14,351.69$ 764,254.21$ 2034 251,433.62$ 498,468.91$ 14,638.72$ 764,541.25$ 2035 266,318.49$ 483,584.04$ 14,931.50$ 764,834.02$ 2036 282,084.54$ 467,817.98$ 15,230.13$ 765,132.65$ 2037 298,783.95$ 451,118.58$ 15,534.73$ 765,437.25$ 2038 316,471.96$ 433,430.57$ 15,845.42$ 765,747.95$ 2039 335,207.10$ 414,695.43$ 16,162.33$ 766,064.86$ 2040 355,051.36$ 394,851.17$ 16,485.58$ 766,388.10$ 2041 376,070.40$ 373,832.13$ 16,815.29$ 766,717.82$ 2042 398,333.77$ 351,568.76$ 17,151.59$ 767,054.12$ 2043 421,915.13$ 327,987.40$ 17,494.63$ 767,397.15$ 2044 446,892.50$ 303,010.02$ 17,844.52$ 767,747.05$ 2045 473,348.54$ 276,553.99$ 18,201.41$ 768,103.94$ 2046 501,370.77$ 248,531.75$ 18,565.44$ 768,467.96$ 2047 531,051.92$ 218,850.61$ 18,936.75$ 768,839.27$ 2048 562,490.19$ 187,412.33$ 19,315.48$ 769,218.01$ 2049 595,789.61$ 154,112.91$ 19,701.79$ 769,604.32$ 2050 631,060.36$ 118,842.17$ 20,095.83$ 769,998.35$ 2051 668,419.13$ 81,483.39$ 20,497.74$ 770,400.27$ 2052 707,989.55$ 41,912.98$ 20,907.70$ 770,810.22$ Total 10,136,000.00$ 11,878,858.30$ 465,850.13$ 22,480,708.42$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92%dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements,interest earnings,or other available offsets could increase or decrease the amounts shown. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2A INITIAL PARCEL ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2A – LOT TYPE 3 BUYER DISCLOSURE NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court- ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ STREET ADDRESS IMPROVEMENT AREA #2A LOT TYPE 3 PRINCIPAL ASSESSMENT: $40,748.69 As the purchaser of the real property described above, you are obligated to pay assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property within AnaCapri 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 City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the District. More information about the assessments, including the amounts and due dates, may be obtained from City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. _________________ 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 ______________ 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF _______ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 ______________ 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF ________ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 ______________ 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 431.38$ 2,852.41$ 48.28$ 3,332.07$ 2025 461.58$ 2,822.21$ 49.24$ 3,333.03$ 2026 493.89$ 2,789.90$ 50.23$ 3,334.02$ 2027 528.46$ 2,755.33$ 51.23$ 3,335.02$ 2028 715.82$ 2,298.94$ 52.26$ 3,067.01$ 2029 758.19$ 2,256.56$ 53.30$ 3,068.06$ 2030 803.08$ 2,211.67$ 54.37$ 3,069.12$ 2031 850.62$ 2,164.13$ 55.46$ 3,070.21$ 2032 900.98$ 2,113.78$ 56.57$ 3,071.32$ 2033 954.32$ 2,060.44$ 57.70$ 3,072.45$ 2034 1,010.81$ 2,003.94$ 58.85$ 3,073.60$ 2035 1,070.65$ 1,944.10$ 60.03$ 3,074.78$ 2036 1,134.03$ 1,880.72$ 61.23$ 3,075.98$ 2037 1,201.17$ 1,813.58$ 62.45$ 3,077.21$ 2038 1,272.28$ 1,742.48$ 63.70$ 3,078.46$ 2039 1,347.60$ 1,667.16$ 64.98$ 3,079.73$ 2040 1,427.38$ 1,587.38$ 66.28$ 3,081.03$ 2041 1,511.88$ 1,502.88$ 67.60$ 3,082.35$ 2042 1,601.38$ 1,413.37$ 68.95$ 3,083.71$ 2043 1,696.18$ 1,318.57$ 70.33$ 3,085.09$ 2044 1,796.59$ 1,218.16$ 71.74$ 3,086.49$ 2045 1,902.95$ 1,111.80$ 73.17$ 3,087.93$ 2046 2,015.61$ 999.15$ 74.64$ 3,089.39$ 2047 2,134.93$ 879.82$ 76.13$ 3,090.88$ 2048 2,261.32$ 753.43$ 77.65$ 3,092.41$ 2049 2,395.19$ 619.56$ 79.21$ 3,093.96$ 2050 2,536.99$ 477.77$ 80.79$ 3,095.54$ 2051 2,687.17$ 327.58$ 82.40$ 3,097.16$ 2052 2,846.26$ 168.50$ 84.05$ 3,098.81$ Total 40,748.69$ 47,755.32$ 1,872.81$ 90,376.82$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92% dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements,interest earnings, or other available offsets could increase or decrease the amounts shown. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2A LOT TYPE 3 ANACAPRI PUBLIC IMPROVEMENT DISTRICT – IMPROVEMENT AREA #2A – LOT TYPE 4 BUYER DISCLOSURE NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court- ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ STREET ADDRESS IMPROVEMENT AREA #2A LOT TYPE 4 PRINCIPAL ASSESSMENT: $45,486.91 As the purchaser of the real property described above, you are obligated to pay assessments to City of Anna, Texas, for the costs of a portion of a public improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property within AnaCapri 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 City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the District. More information about the assessments, including the amounts and due dates, may be obtained from City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. _________________ 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 ______________ 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF _______ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 ______________ 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF ________ § The foregoing instrument was acknowledged before me by ____________________and __________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 ______________ 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment Annual Installment Due 1/31 Principal Interest1 Annual Collection Costs Annual Installment2 2024 481.54$ 3,184.08$ 53.89$ 3,719.52$ 2025 515.25$ 3,150.38$ 54.97$ 3,720.60$ 2026 551.32$ 3,114.31$ 56.07$ 3,721.70$ 2027 589.91$ 3,075.72$ 57.19$ 3,722.82$ 2028 799.05$ 2,566.25$ 58.33$ 3,423.64$ 2029 846.36$ 2,518.95$ 59.50$ 3,424.81$ 2030 896.46$ 2,468.85$ 60.69$ 3,426.00$ 2031 949.53$ 2,415.78$ 61.90$ 3,427.21$ 2032 1,005.74$ 2,359.56$ 63.14$ 3,428.45$ 2033 1,065.28$ 2,300.02$ 64.41$ 3,429.71$ 2034 1,128.35$ 2,236.96$ 65.69$ 3,431.00$ 2035 1,195.15$ 2,170.16$ 67.01$ 3,432.31$ 2036 1,265.90$ 2,099.41$ 68.35$ 3,433.65$ 2037 1,340.84$ 2,024.47$ 69.71$ 3,435.02$ 2038 1,420.22$ 1,945.09$ 71.11$ 3,436.42$ 2039 1,504.30$ 1,861.01$ 72.53$ 3,437.84$ 2040 1,593.35$ 1,771.96$ 73.98$ 3,439.29$ 2041 1,687.68$ 1,677.63$ 75.46$ 3,440.77$ 2042 1,787.59$ 1,577.72$ 76.97$ 3,442.28$ 2043 1,893.41$ 1,471.90$ 78.51$ 3,443.82$ 2044 2,005.50$ 1,359.81$ 80.08$ 3,445.39$ 2045 2,124.23$ 1,241.08$ 81.68$ 3,446.99$ 2046 2,249.98$ 1,115.33$ 83.32$ 3,448.62$ 2047 2,383.18$ 982.13$ 84.98$ 3,450.29$ 2048 2,524.26$ 841.04$ 86.68$ 3,451.99$ 2049 2,673.70$ 691.61$ 88.41$ 3,453.72$ 2050 2,831.98$ 533.32$ 90.18$ 3,455.49$ 2051 2,999.64$ 365.67$ 91.99$ 3,457.29$ 2052 3,177.22$ 188.09$ 93.83$ 3,459.13$ Total 45,486.91$ 53,308.26$ 2,090.58$ 100,885.75$ Footnotes: 1)Interest is calculated at 7.00%for years 1-5,which is not higher than 5%above the Bond Buyer Index of 3.92%dated 09/01/2022,as allowed by the PID Act.Interest is calculated at 5.92%each year thereafter,which is 2%above the Bond Buyer Index of 3.92% dated 09/01/2022, as allowed by the PID Act. 2)The figures shown above are estimates only and subject to change in Annual Service Plan Updates.Changes in Annual Collection Costs,reserve fund requirements, interest earnings,or other available offsets could increase or decrease the amounts shown. ANNUAL INSTALLMENTS - IMPROVEMENT AREA #2A LOT TYPE 4 Item No. 6.g. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Joey Grisham AGENDA ITEM: Approve an Ordinance adopting the 2023 Annual Service Plan Update to the Service and Assessment Plan and Assessment Roll, including the collection for the 2023-2024 annual installments for the Sherley Tract Public Improvement District (PID). (Director of Economic Development Joey Grisham) SUMMARY: The SAP sets forth the costs of the Authorized Improvements, the indebtedness to be incurred for such Authorized Improvements, and the manner of assessing the property in the District for the costs of such Authorized Improvements based on the benefit provided to the Assessed Property. On July 26, 2022, the City Council approved the 2022 Annual Service Plan Update for the District by Ordinance No. 986-2022, which updated the Assessment Roll for 2022. Pursuant to the PID Act, the SAP must be reviewed and updated annually. This document is the 2023 Annual Service Plan Update. This 2023 Annual Service Plan Update also updates the Assessment Rolls for 2023. FINANCIAL IMPACT: N/A BACKGROUND: The District was created pursuant to the PID Act by Resolution No. 2020-12-839 on December 8, 2020, by the City Council to finance certain Authorized Improvements for the benefit of the property in the District. On July 27, 2021, the City Council approved Ordinance No. 925-2021 which approved the SAP for the District and levied Assessments to finance the Authorized Improvements to be constructed for the benefit of the Assessed Property within the District. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Vibrant. ATTACHMENTS: 1. 2023-07-05_ANN_SherleyTract_2023 SAP Update_Ord_v1.0 2. 2023-07-05_ANN_SherleyTract_2023 SAP Update_v1.5 CITY OF ANNA ORDINANCE NO. ________ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS APPROVING THE 2023 ANNUAL SERVICE PLAN UPDATE TO THE SERVICE AND ASSESSMENT PLAN, INCLUDING THE ASSESSMENT ROLL, FOR THE SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT NO. 2 IN ACCORDANCE WITH CHAPTER 372, TEXAS LOCAL GOVERNMENT CODE, AS AMENDED; AND PROVIDING AN EFFECTIVE DATE. RECITALS WHEREAS, on December 8, 2020, after notice and a public hearing in the manner required by law, the City Council (the "City Council") of the City of Anna, Texas (the "City") passed and approved Resolution No. 20-12-839 authorizing the creation of Sherley Tract Public Improvement District No. 2 (the "District"); and WHEREAS, on July 27, 2021, after notice and a public hearing in the manner required by law, the City Council passed an Ordinance approving the "Sherley Tract Public Improvement District No. 2 Service and Assessment Plan," including the Assessment Roll attached to the Service and Assessment Plan (the "Assessment Roll"), (the "Service and Assessment Plan") and levied the Assessments on property within District in accordance with the Assessment Roll for the purposes of financing the public improvements (the "Authorized Improvements") undertaken for the benefit of such property; and WHEREAS, Chapter 372, Texas Local Government Code (as amended, the "PID Act") requires the Service and Assessment Plan to be reviewed and updated annually for the purposes of determining the annual budget for the Authorized Improvements; and WHEREAS, the City Council has received the "Sherley Tract Public Improvement District No. 2 2023 Annual Service Plan Update" (the "Annual Service Plan Update") which includes the updated Assessment Roll and now desires to proceed with the adoption of this Ordinance which approves and adopts the Annual Service Plan Update and updated Assessment Roll for District as required by the PID Act. 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. Findings. That the recitals and findings in the Recitals of this Ordinance are hereby found and determined to be true and correct and constitute the legislative findings and determinations of the City Council. Section 3. Assessment Plan. The Annual Service Plan Update, including the updated Assessment Roll contained therein, in the form attached as Exhibit A is hereby approved and the same is incorporated as part of this Ordinance as if fully set forth in the body of this Ordinance. Section 4. 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 governing body of the City in adopting this Ordinance that no portion hereof, or provision or regulation contained herein shall become inoperative or fail by reason of any unconstitutionality, voidness, or invalidity of any other portion hereof, and all provisions of this Ordinance are declared to be severable for that purpose. Section 5. Filing in Land Records. The City Secretary is directed to cause a copy of this Ordinance, including the 2023 Annual Service Plan Update, to be recorded in the real property records of Collin County, Texas, on or before July 18, 2023. The City Secretary is further directed to similarly file each Annual Service Plan Update approved by the City Council, with each such filing to occur within seven days of the date each respective Annual Service Plan Update is approved. Section 6. Effective Date. This Ordinance shall take effect immediately from and after its passage in accordance with applicable law. PASSED by the City Council of the City of Anna, Texas this 11th day of July 2023. ATTESTED: APPROVED: ________________________________ _________________________ Carrie L. Land, City Secretary Nate Pike, Mayor Exhibit A 2023 Annual Service Plan Update [Remainder of page left intentionally blank.] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE JULY 11, 2023 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 1 INTRODUCTION Capitalized terms used in this 2023 Annual Service Plan Update shall have the meanings set forth in the original Service and Assessment Plan (the “SAP”). The District was created pursuant to the PID Act by Resolution No. 2020-12-839 on December 8, 2020, by the City Council to finance certain Authorized Improvements for the benefit of the property in the District. On July 27, 2021, the City Council approved Ordinance No. 925-2021 which approved the SAP for the District and levied Assessments to finance the Authorized Improvements to be constructed for the benefit of the Assessed Property within the District. The SAP also set forth the costs of the Authorized Improvements, the indebtedness to be incurred for such Authorized Improvements, and the manner of assessing the property in the District for the costs of such Authorized Improvements based on the benefit provided to the Assessed Property. On July 26, 2022, the City Council approved the 2022 Annual Service Plan Update for the District by Ordinance No. 986-2022, which updated the Assessment Roll for 2022. Pursuant to the PID Act, the SAP must be reviewed and updated annually. This document is the 2023 Annual Service Plan Update. This 2023 Annual Service Plan Update also updates the Assessment Rolls for 2023. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 2 PARCEL SUBDIVISION Improvement Area #1 The final plat of The Villages of Hurricane Creek – North, Phase 1, attached hereto as Exhibit C-1, was filed and recorded with the County on April 20, 2023, and consists of 344 residential Lots and 12 Lots of Non-Benefited Property. The final plat of The Villages of Hurricane Creek – North, Phase 1A, attached hereto as Exhibit C-2, was filed and recorded with the County on April 20, 2023, and consists of 155 residential Lots and 9 Lots of Non-Benefited Property. Major Improvement Area No plats have been filed in the Major Improvement Area. LOT & HOME SALES UPDATE Improvement Area #1 Improvement Area #1 consists of 499 Lots, further designated as 69 Lot Type 1 Lots, 340 Lot Type 2 Lots, 18 Lot Type 3 Lots, and 72 Lot Type 4 Lots, anticipated to be completed with 427 single- family homes and 72 Lot Type 4 Lots anticipated to be completed as townhomes. Per the Quarterly Reports dated March 31, 2023, Mattamy has 61 Lot Type 2 Lots under contract, Beazer has 100 Lot Type 2 Lots under contract, First Texas has 67 Lot Type 1 Lots under contract and 49 Lot Type 2 Lots under contract. See Exhibit D for Homebuyer Disclosures. Major Improvement Area The Major Improvement Area is anticipated to consist of 412 Lots, further designated as 72 40’ Lots, 4 50’ Lots, 115 60’ Lots, 55 70’ Lots, 26 80’ Lots, 113 Townhome Lots, and 27 Senior Living Lots. Per the Quarterly Report dated March 31, 2023, Lennar has 46 40’ Lots under contract, 92 60’ Lots under contract. Mattamy has 26 40’ Lots, 4 50’ Lots, and 23 60’ Lots under contract. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 3 BUDGET FOR CONSTRUCTION OF AUTHORIZED IMPROVEMENTS Improvement Area #1 Per the Quarterly Report for Improvement Area #1 dated March 31, 2023, the Authorized Improvements are currently under construction and projected to be completed in the second quarter of 2023. The budget for the Authorized Improvements remains unchanged. See below for a table depicting the budgets of Improvement Area #1 Projects, and Actual Costs spent to date. Major Improvement Area The Developer has completed the Authorized Improvements listed in the 2023 SAP. Authorized Improvements Budget Spent to Date1 % Complete Water 1,447,847$ 1,551,802$ 107% Sanitary Sewer 1,659,106$ 1,772,310$ 107% Storm Drainage 1,261,600$ 1,051,715$ 83% Streets 4,973,783$ 4,334,927$ 87% Soft Costs 2,075,749$ 1,486,071$ 72% Contingency 246,572$ -$ 0% 11,664,657$ 10,196,825$ 87% Notes: Improvement Area #1 1) Per the Quarterly Report for Improvement Area #1 dated March 31, 2023. Authorized Improvements Budget Spent to Date1 % Complete Water 304,913$ 272,549$ 89% Sanitary Sewer 137,815$ 123,281$ 89% Storm Drainage 320,574$ 258,454$ 81% Streets 820,783$ 749,267$ 91% Soft Costs 620,219$ 496,821$ 80% Contingency 55,000$ -$ 0% 2,259,304$ 1,900,372$ 84% Notes: 1) Per the Quarterly Report for the Major Improvement Area dated March 31, 2023. Major Improvement Area SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 4 Private Costs Per the Quarterly Reports for Improvement Area #1 and the Major Improvement Area dated March 31, 2023, the Private Improvements are currently under construction and projected to be completed in the second quarter of 2023. The budget for the Authorized Improvements remains unchanged as shown on the table below. OUTSTANDING ASSESSMENT Improvement Area #1 Improvement Area #1 has an outstanding Assessment of $13,377,958.67. Major Improvement Area The Major Improvement Area has an outstanding Assessment of $2,896,000.00. TIRZ NO. 3 ANNUAL CREDIT Improvement Area #1 The City Council, in accordance with the TIRZ No. 3 TIRZ Agreement, has agreed to use a portion of TIRZ No. 3 TIRZ Revenues generated to reduce the Improvement Area #1 Annual Installment for all Improvement Area #1 Assessed Property so that the Improvement Area #1 Annual Installment minus the TIRZ No. 3 Annual Credit Amount for each Lot Type does not produce an equivalent tax rate which exceeds the competitive composite ad valorem equivalent tax rate taking into consideration the tax rates of all applicable taxing units and the equivalent tax rate of the Improvement Area #1 Annual Installments. The resulting Maximum TIRZ No. 3 Annual Credit Amount for each Lot Type is shown below. Private Costs Original Budget Revised Budget Spent to Date1 % Complete Earthwork 586,134$ 1,100,000$ 819,154$ 74% Retaining Walls 803,340$ 800,000$ -$ 0% Screen Walls and Entry Monument 486,550$ 500,000$ -$ 0% Landscaping and Irrigation 807,180$ 800,000$ 78,740$ 10% Miscellaneous 281,895$ 1,443,640$ 554,854$ 38% 2,965,099$ 4,643,640$ 1,452,748$ 31% Notes: Private Costs 1) Per the Quarterly Reports for Improvement Area #1 and the Major Improvement Area dated March 31, 2023. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 5 Major Improvement Area Per the SAP, TIRZ No. 3 Revenues shall not be used to reduce the Major Improvement Area Annual Installment. ANNUAL INSTALLMENT DUE 1/31/2024 Improvement Area #1 ▪Improvement Area #1 Bond – Principal and Interest – The total principal and interest required for the Annual Installment is $558,197.50. ▪Additional Interest – Additional Interest is collected to fund the Additional Interest Reserve Account. The Additional Interest Reserve Requirement, as defined in the Improvement Area #1 Indenture, has not been met. As such, the Additional Interest Reserve Account will be funded with Additional Interest on the outstanding Assessment, resulting in an Additional Interest for Improvement Area #1 of $46,105.00. ▪Improvement Area #1 Reimbursement Obligation – Principal and Interest – The total principal and interest required for the Annual Installment is $279,824.45. ▪Annual Collection Costs – The cost of administering the District and collecting the Annual Installments shall be paid for on a pro rata basis by each Parcel based on the amount of outstanding Assessment remaining on the Parcel. The total Annual Collection Costs budgeted for the Annual Installment for Improvement Area #1 is $89,892.54. Lot Type TIRZ No. 3 Maximum Annual Credit Amount per Unit Improvement Area #1 Lot Type 1 (40')$0.00 Lot Type 2 (50')$0.00 Lot Type 3 (60')$0.00 Lot Type 4 (Townhomes)$0.00 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 6 See Exhibit B-1 for the debt service schedule for the Improvement Area #1 PID Bonds as shown in the official statement. Major Improvement Area ▪Principal and Interest – The total principal and interest required for the Annual Installment for the Major Improvement Area is $198,230.00. ▪Additional Interest – Additional Interest is collected to fund the Additional Interest Reserve Account. The Additional Interest Reserve Requirement, as defined in the Major Improvement Area Indenture, has not been met. As such, the Additional Interest Reserve Administration 38,577.27$ City Auditor 2,059.96$ Filing Fees 823.98$ County Collection 848.70$ Miscellaneous 823.98$ PID Trustee Fees 4,000.00$ Dissemination Agent 1,500.00$ Subtotal 48,633.89$ Past Due Invoices 41,258.65$ Total Annual Collection Costs 89,892.54$ Annual Collection Costs Breakdown Improvement Area #1 Improvement Area #1 Bond Principal 185,000.00$ Interest 373,197.50$ Additional Interest 46,105.00$ 604,302.50$ Improvement Area #1 Reimbursement Obligation Principal 61.13$ Interest 279,763.32$ 279,824.45$ Annual Collection Costs 89,892.54$ Total Annual Installment 974,019.49$ Improvement Area #1 Due January 31, 2024 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 7 Account will be funded with Additional Interest on the outstanding Assessment, resulting in an Additional Interest for the Major Improvement Area of $14,480.00. ▪Annual Collection Costs – The cost of administering the District and collecting the Annual Installments shall be paid for on a pro rata basis by each Parcel based on the amount of outstanding Assessment remaining on the Parcel. The total Annual Collection Costs budgeted for the Annual Installment for the Major Improvement Area is $14,714.11. See Exhibit B-2 for the debt service schedule for the Major Improvement Area PID Bonds as shown in the official statement. PREPAYMENT OF ASSESSMENT IN FULL Improvement Area #1 No full prepayments have occurred within Improvement Area #1. Major Improvement Area No full prepayments have occurred within the Major Improvement Area. Administration 8,240.73$ City Auditor 440.04$ Filing Fees 176.02$ County Collection 181.30$ Miscellaneous 176.02$ PID Trustee Fees 4,000.00$ Dissemination Agent 1,500.00$ Total Annual Collection Costs 14,714.11$ Annual Collection Costs Breakdown Major Improvement Area Major Improvement Area Bond Principal 56,000.00$ Interest 142,230.00$ Additional Interest 14,480.00$ 212,710.00$ Annual Collection Costs 14,714.11$ Total Annual Installment 227,424.11$ Major Improvement Area Due January 31, 2024 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 8 PARTIAL PREPAYMENT OF ASSESSMENTS Improvement Area #1 No partial prepayments have occurred within the Improvement Area #1. Major Improvement Area No partial prepayments have occurred within the Major Improvement Area. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 9 SERVICE PLAN - FIVE YEAR BUDGET FORECAST The Act requires the annual indebtedness and projected costs for the Authorized Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection shall cover a period of not less than five years. Annual Installment Due 1/31/2024 1/31/2025 1/31/2026 1/31/2027 1/31/2028 IA#1 PID Bond Principal $ 185,000.00 $ 191,000.00 $ 197,000.00 $ 204,000.00 $ 212,000.00 Interest 373,197.50 367,185.00 360,977.50 354,575.00 346,925.00 Additional Interest $ 46,105.00 $ 45,180.00 $ 44,225.00 $ 43,240.00 $ 42,220.00 (1) $ 604,302.50 $ 603,365.00 $ 602,202.50 $ 601,815.00 $ 601,145.00 IA#1 Reimbursement Obligation Principal $ 61.13 65.25$ 7,536.92$ 93,106.16$ 97,295.93$ Interest $ 279,763.32 279,759.20$ 272,287.53$ 186,718.29$ 182,528.51$ (2) $ 279,824.45 $ 279,824.45 $ 279,824.45 $ 279,824.45 $ 279,824.44 Annual Collection Costs (3) $ 89,892.54 $ 91,690.39 $ 93,524.20 $ 95,394.68 $ 97,302.58 Total Annual Installment (4) = (1) + (2) + (3) $ 974,019.49 $ 974,879.84 $ 975,551.15 $ 977,034.13 $ 978,272.02 Improvement Area #1 Annual Installment Due 1/31/2024 1/31/2025 1/31/2026 1/31/2027 1/31/2028 Principal $ 56,000.00 $ 58,000.00 $ 61,000.00 $ 63,000.00 $ 65,000.00 Interest $ 142,230.00 $ 139,710.00 $ 137,100.00 $ 134,355.00 $ 131,520.00 Capitalized Interest $ - $ - $ - $ - $ - (1) $ 198,230.00 $ 197,710.00 $ 198,100.00 $ 197,355.00 $ 196,520.00 Additional Interest (2) $ 14,480.00 $ 14,200.00 $ 13,910.00 $ 13,605.00 $ 13,290.00 Annual Collection Costs (3) $ 14,714.11 $ 15,008.39 $ 15,308.56 $ 15,614.73 $ 15,927.03 Total Annual Installment (4) = (1) + (2) + (3) $ 227,424.11 $ 226,918.39 $ 227,318.56 $ 226,574.73 $ 225,737.03 Major Improvement Area SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 10 ASSESSMENT ROLL The list of current Parcels within the District, the corresponding total Assessments, and current Annual Installment are shown on the Assessment Roll attached hereto as Exhibit A-1 and Exhibit A-2 for Improvement Area #1 and the Major Improvement Area, respectively. The Parcels shown on the Assessment Rolls will receive the bills for the 2023 Annual Installments which will be delinquent if not paid by January 31, 2024. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 11 EXHIBIT A-1 – IMPROVEMENT AREA #1 ASSESSMENT ROLL Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2856586 Non-Benefited Property -$ -$ 2856586 Non-Benefited Property -$ -$ 2880862 Lot Type 4 22,846.96$ 1,663.44$ 2880864 Lot Type 4 22,846.96$ 1,663.44$ 2880865 Lot Type 4 22,846.96$ 1,663.44$ 2880866 Lot Type 4 22,846.96$ 1,663.44$ 2880867 Lot Type 4 22,846.96$ 1,663.44$ 2880868 Lot Type 4 22,846.96$ 1,663.44$ 2880869 Lot Type 4 22,846.96$ 1,663.44$ 2880870 Lot Type 4 22,846.96$ 1,663.44$ 2880871 Non-Benefited Property -$ -$ 2880872 Lot Type 4 22,846.96$ 1,663.44$ 2880873 Lot Type 4 22,846.96$ 1,663.44$ 2880874 Lot Type 4 22,846.96$ 1,663.44$ 2880875 Lot Type 4 22,846.96$ 1,663.44$ 2880876 Lot Type 4 22,846.96$ 1,663.44$ 2880877 Lot Type 4 22,846.96$ 1,663.44$ 2880878 Lot Type 4 22,846.96$ 1,663.44$ 2880879 Lot Type 4 22,846.96$ 1,663.44$ 2880880 Lot Type 4 22,846.96$ 1,663.44$ 2880881 Lot Type 4 22,846.96$ 1,663.44$ 2880882 Lot Type 4 22,846.96$ 1,663.44$ 2880883 Lot Type 4 22,846.96$ 1,663.44$ 2880884 Lot Type 4 22,846.96$ 1,663.44$ 2880885 Lot Type 4 22,846.96$ 1,663.44$ 2880886 Lot Type 4 22,846.96$ 1,663.44$ 2880887 Non-Benefited Property -$ -$ 2880888 Lot Type 4 22,846.96$ 1,663.44$ 2880889 Lot Type 4 22,846.96$ 1,663.44$ 2880890 Lot Type 4 22,846.96$ 1,663.44$ 2880891 Lot Type 4 22,846.96$ 1,663.44$ 2880892 Lot Type 4 22,846.96$ 1,663.44$ 2880893 Lot Type 4 22,846.96$ 1,663.44$ 2880894 Lot Type 4 22,846.96$ 1,663.44$ 2880895 Lot Type 4 22,846.96$ 1,663.44$ 2880896 Lot Type 4 22,846.96$ 1,663.44$ 2880897 Lot Type 4 22,846.96$ 1,663.44$ 2880898 Lot Type 4 22,846.96$ 1,663.44$ 2880899 Lot Type 4 22,846.96$ 1,663.44$ 2880900 Lot Type 4 22,846.96$ 1,663.44$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 12 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2880901 Lot Type 4 22,846.96$ 1,663.44$ 2880902 Lot Type 4 22,846.96$ 1,663.44$ 2880903 Lot Type 4 22,846.96$ 1,663.44$ 2880904 Lot Type 4 22,846.96$ 1,663.44$ 2880905 Lot Type 4 22,846.96$ 1,663.44$ 2880906 Lot Type 4 22,846.96$ 1,663.44$ 2880907 Lot Type 4 22,846.96$ 1,663.44$ 2880908 Lot Type 4 22,846.96$ 1,663.44$ 2880909 Non-Benefited Property -$ -$ 2880910 Lot Type 1 24,370.09$ 1,774.33$ 2880911 Lot Type 1 24,370.09$ 1,774.33$ 2880912 Lot Type 1 24,370.09$ 1,774.33$ 2880913 Lot Type 1 24,370.09$ 1,774.33$ 2880914 Lot Type 1 24,370.09$ 1,774.33$ 2880915 Lot Type 1 24,370.09$ 1,774.33$ 2880916 Lot Type 1 24,370.09$ 1,774.33$ 2880917 Lot Type 1 24,370.09$ 1,774.33$ 2880918 Lot Type 1 24,370.09$ 1,774.33$ 2880919 Lot Type 1 24,370.09$ 1,774.33$ 2880920 Lot Type 1 24,370.09$ 1,774.33$ 2880921 Lot Type 1 24,370.09$ 1,774.33$ 2880922 Lot Type 1 24,370.09$ 1,774.33$ 2880923 Lot Type 1 24,370.09$ 1,774.33$ 2880924 Lot Type 1 24,370.09$ 1,774.33$ 2880925 Lot Type 1 24,370.09$ 1,774.33$ 2880926 Lot Type 1 24,370.09$ 1,774.33$ 2880927 Lot Type 1 24,370.09$ 1,774.33$ 2880928 Lot Type 1 24,370.09$ 1,774.33$ 2880929 Lot Type 1 24,370.09$ 1,774.33$ 2880930 Lot Type 1 24,370.09$ 1,774.33$ 2880931 Lot Type 1 24,370.09$ 1,774.33$ 2880932 Lot Type 1 24,370.09$ 1,774.33$ 2880933 Lot Type 1 24,370.09$ 1,774.33$ 2880934 Lot Type 1 24,370.09$ 1,774.33$ 2880935 Lot Type 1 24,370.09$ 1,774.33$ 2880936 Lot Type 1 24,370.09$ 1,774.33$ 2880937 Lot Type 1 24,370.09$ 1,774.33$ 2880938 Lot Type 1 24,370.09$ 1,774.33$ 2880939 Lot Type 1 24,370.09$ 1,774.33$ 2880940 Lot Type 1 24,370.09$ 1,774.33$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 13 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2880941 Lot Type 1 24,370.09$ 1,774.33$ 2880942 Lot Type 1 24,370.09$ 1,774.33$ 2880943 Lot Type 1 24,370.09$ 1,774.33$ 2880944 Lot Type 1 24,370.09$ 1,774.33$ 2880945 Lot Type 4 22,846.96$ 1,663.44$ 2880946 Lot Type 4 22,846.96$ 1,663.44$ 2880947 Lot Type 4 22,846.96$ 1,663.44$ 2880948 Lot Type 4 22,846.96$ 1,663.44$ 2880949 Lot Type 4 22,846.96$ 1,663.44$ 2880950 Lot Type 4 22,846.96$ 1,663.44$ 2880951 Lot Type 4 22,846.96$ 1,663.44$ 2880952 Lot Type 4 22,846.96$ 1,663.44$ 2880953 Lot Type 4 22,846.96$ 1,663.44$ 2880954 Lot Type 4 22,846.96$ 1,663.44$ 2880955 Lot Type 4 22,846.96$ 1,663.44$ 2880956 Lot Type 4 22,846.96$ 1,663.44$ 2880957 Lot Type 4 22,846.96$ 1,663.44$ 2880958 Lot Type 4 22,846.96$ 1,663.44$ 2880959 Lot Type 4 22,846.96$ 1,663.44$ 2880960 Lot Type 4 22,846.96$ 1,663.44$ 2880961 Lot Type 4 22,846.96$ 1,663.44$ 2880962 Lot Type 4 22,846.96$ 1,663.44$ 2880963 Lot Type 4 22,846.96$ 1,663.44$ 2880964 Lot Type 4 22,846.96$ 1,663.44$ 2880965 Lot Type 4 22,846.96$ 1,663.44$ 2880966 Lot Type 4 22,846.96$ 1,663.44$ 2880967 Lot Type 4 22,846.96$ 1,663.44$ 2880968 Lot Type 4 22,846.96$ 1,663.44$ 2880969 Lot Type 4 22,846.96$ 1,663.44$ 2880970 Lot Type 4 22,846.96$ 1,663.44$ 2880971 Lot Type 4 22,846.96$ 1,663.44$ 2880972 Lot Type 4 22,846.96$ 1,663.44$ 2880973 Non-Benefited Property -$ -$ 2880974 Non-Benefited Property -$ -$ 2880975 Lot Type 1 24,370.09$ 1,774.33$ 2880976 Lot Type 1 24,370.09$ 1,774.33$ 2880977 Lot Type 1 24,370.09$ 1,774.33$ 2880978 Lot Type 1 24,370.09$ 1,774.33$ 2880979 Lot Type 1 24,370.09$ 1,774.33$ 2880980 Lot Type 1 24,370.09$ 1,774.33$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 14 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2880981 Lot Type 1 24,370.09$ 1,774.33$ 2880982 Lot Type 1 24,370.09$ 1,774.33$ 2880984 Lot Type 1 24,370.09$ 1,774.33$ 2880985 Lot Type 1 24,370.09$ 1,774.33$ 2880986 Lot Type 1 24,370.09$ 1,774.33$ 2880987 Lot Type 1 24,370.09$ 1,774.33$ 2880988 Lot Type 1 24,370.09$ 1,774.33$ 2880989 Lot Type 1 24,370.09$ 1,774.33$ 2880990 Lot Type 1 24,370.09$ 1,774.33$ 2880991 Lot Type 1 24,370.09$ 1,774.33$ 2880992 Lot Type 1 24,370.09$ 1,774.33$ 2880993 Lot Type 1 24,370.09$ 1,774.33$ 2880994 Lot Type 1 24,370.09$ 1,774.33$ 2880995 Lot Type 1 24,370.09$ 1,774.33$ 2880996 Lot Type 1 24,370.09$ 1,774.33$ 2880997 Lot Type 1 24,370.09$ 1,774.33$ 2880998 Lot Type 1 24,370.09$ 1,774.33$ 2880999 Lot Type 1 24,370.09$ 1,774.33$ 2881000 Lot Type 1 24,370.09$ 1,774.33$ 2881001 Lot Type 1 24,370.09$ 1,774.33$ 2881002 Lot Type 1 24,370.09$ 1,774.33$ 2881003 Lot Type 1 24,370.09$ 1,774.33$ 2881004 Lot Type 1 24,370.09$ 1,774.33$ 2881005 Lot Type 1 24,370.09$ 1,774.33$ 2881006 Lot Type 1 24,370.09$ 1,774.33$ 2881007 Lot Type 1 24,370.09$ 1,774.33$ 2881008 Lot Type 1 24,370.09$ 1,774.33$ 2881009 Lot Type 1 24,370.09$ 1,774.33$ 2881010 Non-Benefited Property -$ -$ 2881011 Non-Benefited Property -$ -$ 2881012 Lot Type 2 27,797.13$ 2,023.85$ 2881013 Lot Type 2 27,797.13$ 2,023.85$ 2881014 Lot Type 2 27,797.13$ 2,023.85$ 2881015 Lot Type 2 27,797.13$ 2,023.85$ 2881016 Lot Type 2 27,797.13$ 2,023.85$ 2881017 Lot Type 2 27,797.13$ 2,023.85$ 2881018 Lot Type 2 27,797.13$ 2,023.85$ 2881019 Lot Type 2 27,797.13$ 2,023.85$ 2881020 Lot Type 2 27,797.13$ 2,023.85$ 2881021 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 15 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881022 Lot Type 2 27,797.13$ 2,023.85$ 2881023 Lot Type 2 27,797.13$ 2,023.85$ 2881024 Lot Type 2 27,797.13$ 2,023.85$ 2881025 Lot Type 2 27,797.13$ 2,023.85$ 2881026 Lot Type 2 27,797.13$ 2,023.85$ 2881027 Lot Type 2 27,797.13$ 2,023.85$ 2881028 Lot Type 2 27,797.13$ 2,023.85$ 2881029 Non-Benefited Property -$ -$ 2881030 Lot Type 2 27,797.13$ 2,023.85$ 2881031 Lot Type 2 27,797.13$ 2,023.85$ 2881032 Lot Type 2 27,797.13$ 2,023.85$ 2881033 Lot Type 2 27,797.13$ 2,023.85$ 2881034 Lot Type 2 27,797.13$ 2,023.85$ 2881035 Lot Type 2 27,797.13$ 2,023.85$ 2881036 Lot Type 2 27,797.13$ 2,023.85$ 2881037 Lot Type 2 27,797.13$ 2,023.85$ 2881038 Lot Type 2 27,797.13$ 2,023.85$ 2881039 Lot Type 2 27,797.13$ 2,023.85$ 2881040 Lot Type 2 27,797.13$ 2,023.85$ 2881041 Lot Type 2 27,797.13$ 2,023.85$ 2881042 Lot Type 2 27,797.13$ 2,023.85$ 2881044 Lot Type 2 27,797.13$ 2,023.85$ 2881045 Lot Type 2 27,797.13$ 2,023.85$ 2881046 Lot Type 2 27,797.13$ 2,023.85$ 2881047 Lot Type 2 27,797.13$ 2,023.85$ 2881048 Lot Type 2 27,797.13$ 2,023.85$ 2881049 Lot Type 2 27,797.13$ 2,023.85$ 2881050 Lot Type 2 27,797.13$ 2,023.85$ 2881051 Lot Type 2 27,797.13$ 2,023.85$ 2881052 Lot Type 2 27,797.13$ 2,023.85$ 2881053 Lot Type 2 27,797.13$ 2,023.85$ 2881054 Lot Type 2 27,797.13$ 2,023.85$ 2881055 Lot Type 2 27,797.13$ 2,023.85$ 2881056 Lot Type 2 27,797.13$ 2,023.85$ 2881057 Lot Type 2 27,797.13$ 2,023.85$ 2881060 Lot Type 2 27,797.13$ 2,023.85$ 2881061 Lot Type 2 27,797.13$ 2,023.85$ 2881062 Lot Type 2 27,797.13$ 2,023.85$ 2881063 Lot Type 2 27,797.13$ 2,023.85$ 2881064 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 16 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881065 Lot Type 2 27,797.13$ 2,023.85$ 2881066 Lot Type 2 27,797.13$ 2,023.85$ 2881067 Lot Type 2 27,797.13$ 2,023.85$ 2881068 Lot Type 2 27,797.13$ 2,023.85$ 2881069 Lot Type 2 27,797.13$ 2,023.85$ 2881070 Lot Type 2 27,797.13$ 2,023.85$ 2881071 Lot Type 2 27,797.13$ 2,023.85$ 2881072 Lot Type 2 27,797.13$ 2,023.85$ 2881077 Lot Type 2 27,797.13$ 2,023.85$ 2881078 Lot Type 2 27,797.13$ 2,023.85$ 2881079 Lot Type 2 27,797.13$ 2,023.85$ 2881080 Lot Type 2 27,797.13$ 2,023.85$ 2881081 Lot Type 2 27,797.13$ 2,023.85$ 2881082 Lot Type 2 27,797.13$ 2,023.85$ 2881083 Lot Type 2 27,797.13$ 2,023.85$ 2881084 Lot Type 2 27,797.13$ 2,023.85$ 2881085 Lot Type 2 27,797.13$ 2,023.85$ 2881086 Lot Type 2 27,797.13$ 2,023.85$ 2881087 Lot Type 2 27,797.13$ 2,023.85$ 2881088 Lot Type 2 27,797.13$ 2,023.85$ 2881089 Lot Type 2 27,797.13$ 2,023.85$ 2881090 Lot Type 2 27,797.13$ 2,023.85$ 2881091 Lot Type 2 27,797.13$ 2,023.85$ 2881092 Lot Type 2 27,797.13$ 2,023.85$ 2881093 Lot Type 2 27,797.13$ 2,023.85$ 2881094 Lot Type 2 27,797.13$ 2,023.85$ 2881095 Lot Type 2 27,797.13$ 2,023.85$ 2881096 Lot Type 2 27,797.13$ 2,023.85$ 2881097 Lot Type 2 27,797.13$ 2,023.85$ 2881098 Lot Type 2 27,797.13$ 2,023.85$ 2881099 Lot Type 2 27,797.13$ 2,023.85$ 2881100 Lot Type 2 27,797.13$ 2,023.85$ 2881101 Lot Type 2 27,797.13$ 2,023.85$ 2881102 Lot Type 2 27,797.13$ 2,023.85$ 2881103 Lot Type 2 27,797.13$ 2,023.85$ 2881104 Lot Type 2 27,797.13$ 2,023.85$ 2881105 Lot Type 2 27,797.13$ 2,023.85$ 2881106 Lot Type 2 27,797.13$ 2,023.85$ 2881107 Lot Type 2 27,797.13$ 2,023.85$ 2881108 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 17 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881109 Lot Type 2 27,797.13$ 2,023.85$ 2881110 Lot Type 2 27,797.13$ 2,023.85$ 2881111 Lot Type 2 27,797.13$ 2,023.85$ 2881112 Lot Type 2 27,797.13$ 2,023.85$ 2881113 Non-Benefited Property -$ -$ 2881114 Lot Type 2 27,797.13$ 2,023.85$ 2881115 Lot Type 2 27,797.13$ 2,023.85$ 2881116 Lot Type 2 27,797.13$ 2,023.85$ 2881117 Lot Type 2 27,797.13$ 2,023.85$ 2881118 Lot Type 2 27,797.13$ 2,023.85$ 2881119 Lot Type 2 27,797.13$ 2,023.85$ 2881120 Lot Type 2 27,797.13$ 2,023.85$ 2881121 Lot Type 2 27,797.13$ 2,023.85$ 2881122 Lot Type 2 27,797.13$ 2,023.85$ 2881123 Lot Type 2 27,797.13$ 2,023.85$ 2881124 Lot Type 2 27,797.13$ 2,023.85$ 2881126 Lot Type 2 27,797.13$ 2,023.85$ 2881127 Lot Type 2 27,797.13$ 2,023.85$ 2881128 Lot Type 2 27,797.13$ 2,023.85$ 2881130 Lot Type 2 27,797.13$ 2,023.85$ 2881131 Lot Type 2 27,797.13$ 2,023.85$ 2881132 Lot Type 2 27,797.13$ 2,023.85$ 2881133 Lot Type 2 27,797.13$ 2,023.85$ 2881134 Lot Type 2 27,797.13$ 2,023.85$ 2881135 Lot Type 2 27,797.13$ 2,023.85$ 2881136 Lot Type 2 27,797.13$ 2,023.85$ 2881137 Lot Type 2 27,797.13$ 2,023.85$ 2881138 Lot Type 2 27,797.13$ 2,023.85$ 2881139 Lot Type 2 27,797.13$ 2,023.85$ 2881140 Lot Type 2 27,797.13$ 2,023.85$ 2881141 Lot Type 2 27,797.13$ 2,023.85$ 2881142 Lot Type 2 27,797.13$ 2,023.85$ 2881144 Lot Type 2 27,797.13$ 2,023.85$ 2881145 Lot Type 2 27,797.13$ 2,023.85$ 2881146 Lot Type 2 27,797.13$ 2,023.85$ 2881147 Lot Type 2 27,797.13$ 2,023.85$ 2881148 Lot Type 2 27,797.13$ 2,023.85$ 2881149 Non-Benefited Property -$ -$ 2881150 Lot Type 2 27,797.13$ 2,023.85$ 2881152 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 18 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881153 Lot Type 2 27,797.13$ 2,023.85$ 2881154 Lot Type 2 27,797.13$ 2,023.85$ 2881156 Lot Type 2 27,797.13$ 2,023.85$ 2881157 Lot Type 2 27,797.13$ 2,023.85$ 2881158 Lot Type 2 27,797.13$ 2,023.85$ 2881159 Lot Type 2 27,797.13$ 2,023.85$ 2881160 Lot Type 2 27,797.13$ 2,023.85$ 2881161 Lot Type 2 27,797.13$ 2,023.85$ 2881162 Lot Type 2 27,797.13$ 2,023.85$ 2881163 Lot Type 2 27,797.13$ 2,023.85$ 2881164 Lot Type 2 27,797.13$ 2,023.85$ 2881165 Lot Type 2 27,797.13$ 2,023.85$ 2881167 Lot Type 2 27,797.13$ 2,023.85$ 2881168 Lot Type 2 27,797.13$ 2,023.85$ 2881169 Lot Type 2 27,797.13$ 2,023.85$ 2881170 Lot Type 2 27,797.13$ 2,023.85$ 2881171 Lot Type 2 27,797.13$ 2,023.85$ 2881172 Lot Type 2 27,797.13$ 2,023.85$ 2881173 Lot Type 2 27,797.13$ 2,023.85$ 2881174 Lot Type 2 27,797.13$ 2,023.85$ 2881175 Lot Type 2 27,797.13$ 2,023.85$ 2881176 Lot Type 2 27,797.13$ 2,023.85$ 2881177 Lot Type 2 27,797.13$ 2,023.85$ 2881178 Lot Type 2 27,797.13$ 2,023.85$ 2881179 Lot Type 2 27,797.13$ 2,023.85$ 2881180 Lot Type 2 27,797.13$ 2,023.85$ 2881181 Lot Type 2 27,797.13$ 2,023.85$ 2881182 Lot Type 2 27,797.13$ 2,023.85$ 2881183 Lot Type 2 27,797.13$ 2,023.85$ 2881184 Lot Type 2 27,797.13$ 2,023.85$ 2881185 Lot Type 2 27,797.13$ 2,023.85$ 2881186 Lot Type 2 27,797.13$ 2,023.85$ 2881187 Lot Type 2 27,797.13$ 2,023.85$ 2881188 Lot Type 2 27,797.13$ 2,023.85$ 2881189 Lot Type 2 27,797.13$ 2,023.85$ 2881190 Lot Type 2 27,797.13$ 2,023.85$ 2881191 Lot Type 2 27,797.13$ 2,023.85$ 2881192 Lot Type 2 27,797.13$ 2,023.85$ 2881193 Lot Type 2 27,797.13$ 2,023.85$ 2881194 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 19 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881195 Lot Type 2 27,797.13$ 2,023.85$ 2881196 Lot Type 2 27,797.13$ 2,023.85$ 2881197 Lot Type 2 27,797.13$ 2,023.85$ 2881198 Lot Type 2 27,797.13$ 2,023.85$ 2881199 Lot Type 2 27,797.13$ 2,023.85$ 2881200 Lot Type 2 27,797.13$ 2,023.85$ 2881201 Lot Type 2 27,797.13$ 2,023.85$ 2881202 Lot Type 2 27,797.13$ 2,023.85$ 2881203 Lot Type 2 27,797.13$ 2,023.85$ 2881204 Non-Benefited Property -$ -$ 2881205 Lot Type 2 27,797.13$ 2,023.85$ 2881206 Lot Type 2 27,797.13$ 2,023.85$ 2881207 Lot Type 2 27,797.13$ 2,023.85$ 2881208 Lot Type 2 27,797.13$ 2,023.85$ 2881210 Lot Type 2 27,797.13$ 2,023.85$ 2881211 Lot Type 2 27,797.13$ 2,023.85$ 2881212 Lot Type 2 27,797.13$ 2,023.85$ 2881213 Lot Type 2 27,797.13$ 2,023.85$ 2881214 Lot Type 2 27,797.13$ 2,023.85$ 2881215 Non-Benefited Property -$ -$ 2881216 Lot Type 2 27,797.13$ 2,023.85$ 2881217 Lot Type 2 27,797.13$ 2,023.85$ 2881218 Lot Type 2 27,797.13$ 2,023.85$ 2881219 Lot Type 2 27,797.13$ 2,023.85$ 2881220 Lot Type 2 27,797.13$ 2,023.85$ 2881221 Lot Type 2 27,797.13$ 2,023.85$ 2881222 Lot Type 2 27,797.13$ 2,023.85$ 2881223 Lot Type 2 27,797.13$ 2,023.85$ 2881224 Lot Type 2 27,797.13$ 2,023.85$ 2881225 Lot Type 2 27,797.13$ 2,023.85$ 2881226 Lot Type 2 27,797.13$ 2,023.85$ 2881227 Lot Type 2 27,797.13$ 2,023.85$ 2881228 Lot Type 2 27,797.13$ 2,023.85$ 2881229 Lot Type 2 27,797.13$ 2,023.85$ 2881230 Lot Type 2 27,797.13$ 2,023.85$ 2881231 Lot Type 2 27,797.13$ 2,023.85$ 2881232 Lot Type 2 27,797.13$ 2,023.85$ 2881233 Lot Type 2 27,797.13$ 2,023.85$ 2881236 Lot Type 2 27,797.13$ 2,023.85$ 2881237 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 20 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881238 Lot Type 2 27,797.13$ 2,023.85$ 2881239 Lot Type 2 27,797.13$ 2,023.85$ 2881240 Lot Type 2 27,797.13$ 2,023.85$ 2881241 Lot Type 2 27,797.13$ 2,023.85$ 2881242 Lot Type 2 27,797.13$ 2,023.85$ 2881243 Lot Type 2 27,797.13$ 2,023.85$ 2881244 Lot Type 2 27,797.13$ 2,023.85$ 2881245 Lot Type 2 27,797.13$ 2,023.85$ 2881246 Lot Type 2 27,797.13$ 2,023.85$ 2881247 Lot Type 2 27,797.13$ 2,023.85$ 2881248 Lot Type 2 27,797.13$ 2,023.85$ 2881249 Lot Type 3 33,356.56$ 2,428.62$ 2881250 Lot Type 3 33,356.56$ 2,428.62$ 2881251 Lot Type 3 33,356.56$ 2,428.62$ 2881252 Lot Type 3 33,356.56$ 2,428.62$ 2881253 Lot Type 3 33,356.56$ 2,428.62$ 2881254 Lot Type 3 33,356.56$ 2,428.62$ 2881255 Lot Type 3 33,356.56$ 2,428.62$ 2881256 Lot Type 3 33,356.56$ 2,428.62$ 2881257 Lot Type 3 33,356.56$ 2,428.62$ 2881258 Lot Type 3 33,356.56$ 2,428.62$ 2881259 Lot Type 3 33,356.56$ 2,428.62$ 2881260 Lot Type 3 33,356.56$ 2,428.62$ 2881261 Lot Type 3 33,356.56$ 2,428.62$ 2881262 Lot Type 3 33,356.56$ 2,428.62$ 2881263 Lot Type 3 33,356.56$ 2,428.62$ 2881264 Lot Type 3 33,356.56$ 2,428.62$ 2881265 Lot Type 3 33,356.56$ 2,428.62$ 2881266 Lot Type 3 33,356.56$ 2,428.62$ 2881267 Non-Benefited Property -$ -$ 2881268 Non-Benefited Property -$ -$ 2881270 Lot Type 2 27,797.13$ 2,023.85$ 2881271 Lot Type 2 27,797.13$ 2,023.85$ 2881272 Lot Type 2 27,797.13$ 2,023.85$ 2881273 Lot Type 2 27,797.13$ 2,023.85$ 2881274 Lot Type 2 27,797.13$ 2,023.85$ 2881275 Lot Type 2 27,797.13$ 2,023.85$ 2881276 Lot Type 2 27,797.13$ 2,023.85$ 2881277 Lot Type 2 27,797.13$ 2,023.85$ 2881278 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 21 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881279 Lot Type 2 27,797.13$ 2,023.85$ 2881280 Lot Type 2 27,797.13$ 2,023.85$ 2881281 Lot Type 2 27,797.13$ 2,023.85$ 2881282 Lot Type 2 27,797.13$ 2,023.85$ 2881283 Lot Type 2 27,797.13$ 2,023.85$ 2881284 Lot Type 2 27,797.13$ 2,023.85$ 2881285 Lot Type 2 27,797.13$ 2,023.85$ 2881286 Lot Type 2 27,797.13$ 2,023.85$ 2881287 Lot Type 2 27,797.13$ 2,023.85$ 2881288 Lot Type 2 27,797.13$ 2,023.85$ 2881289 Lot Type 2 27,797.13$ 2,023.85$ 2881290 Lot Type 2 27,797.13$ 2,023.85$ 2881291 Lot Type 2 27,797.13$ 2,023.85$ 2881292 Lot Type 2 27,797.13$ 2,023.85$ 2881293 Non-Benefited Property -$ -$ 2881294 Lot Type 2 27,797.13$ 2,023.85$ 2881295 Lot Type 2 27,797.13$ 2,023.85$ 2881296 Lot Type 2 27,797.13$ 2,023.85$ 2881297 Lot Type 2 27,797.13$ 2,023.85$ 2881298 Lot Type 2 27,797.13$ 2,023.85$ 2881299 Lot Type 2 27,797.13$ 2,023.85$ 2881300 Lot Type 2 27,797.13$ 2,023.85$ 2881301 Lot Type 2 27,797.13$ 2,023.85$ 2881302 Lot Type 2 27,797.13$ 2,023.85$ 2881303 Lot Type 2 27,797.13$ 2,023.85$ 2881304 Lot Type 2 27,797.13$ 2,023.85$ 2881305 Lot Type 2 27,797.13$ 2,023.85$ 2881306 Lot Type 2 27,797.13$ 2,023.85$ 2881307 Lot Type 2 27,797.13$ 2,023.85$ 2881308 Lot Type 2 27,797.13$ 2,023.85$ 2881309 Lot Type 2 27,797.13$ 2,023.85$ 2881310 Lot Type 2 27,797.13$ 2,023.85$ 2881311 Lot Type 2 27,797.13$ 2,023.85$ 2881312 Lot Type 2 27,797.13$ 2,023.85$ 2881313 Lot Type 2 27,797.13$ 2,023.85$ 2881314 Lot Type 2 27,797.13$ 2,023.85$ 2881315 Lot Type 2 27,797.13$ 2,023.85$ 2881316 Lot Type 2 27,797.13$ 2,023.85$ 2881317 Lot Type 2 27,797.13$ 2,023.85$ 2881318 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 22 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881319 Lot Type 2 27,797.13$ 2,023.85$ 2881320 Lot Type 2 27,797.13$ 2,023.85$ 2881321 Lot Type 2 27,797.13$ 2,023.85$ 2881322 Lot Type 2 27,797.13$ 2,023.85$ 2881323 Lot Type 2 27,797.13$ 2,023.85$ 2881324 Lot Type 2 27,797.13$ 2,023.85$ 2881325 Lot Type 2 27,797.13$ 2,023.85$ 2881326 Lot Type 2 27,797.13$ 2,023.85$ 2881327 Lot Type 2 27,797.13$ 2,023.85$ 2881328 Lot Type 2 27,797.13$ 2,023.85$ 2881329 Lot Type 2 27,797.13$ 2,023.85$ 2881330 Lot Type 2 27,797.13$ 2,023.85$ 2881331 Lot Type 2 27,797.13$ 2,023.85$ 2881332 Lot Type 2 27,797.13$ 2,023.85$ 2881333 Lot Type 2 27,797.13$ 2,023.85$ 2881334 Lot Type 2 27,797.13$ 2,023.85$ 2881335 Lot Type 2 27,797.13$ 2,023.85$ 2881336 Lot Type 2 27,797.13$ 2,023.85$ 2881337 Lot Type 2 27,797.13$ 2,023.85$ 2881338 Lot Type 2 27,797.13$ 2,023.85$ 2881339 Lot Type 2 27,797.13$ 2,023.85$ 2881340 Lot Type 2 27,797.13$ 2,023.85$ 2881341 Lot Type 2 27,797.13$ 2,023.85$ 2881342 Lot Type 2 27,797.13$ 2,023.85$ 2881343 Lot Type 2 27,797.13$ 2,023.85$ 2881344 Lot Type 2 27,797.13$ 2,023.85$ 2881345 Lot Type 2 27,797.13$ 2,023.85$ 2881346 Lot Type 2 27,797.13$ 2,023.85$ 2881347 Lot Type 2 27,797.13$ 2,023.85$ 2881348 Lot Type 2 27,797.13$ 2,023.85$ 2881349 Non-Benefited Property -$ -$ 2881350 Lot Type 2 27,797.13$ 2,023.85$ 2881352 Lot Type 2 27,797.13$ 2,023.85$ 2881353 Lot Type 2 27,797.13$ 2,023.85$ 2881354 Lot Type 2 27,797.13$ 2,023.85$ 2881355 Lot Type 2 27,797.13$ 2,023.85$ 2881356 Lot Type 2 27,797.13$ 2,023.85$ 2881357 Lot Type 2 27,797.13$ 2,023.85$ 2881358 Lot Type 2 27,797.13$ 2,023.85$ 2881359 Lot Type 2 27,797.13$ 2,023.85$ Improvement Area #1[a] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 23 Property ID Lot Type Outstanding Assessment Annual Installment Due 1/31/2024 2881360 Lot Type 2 27,797.13$ 2,023.85$ 2881361 Lot Type 2 27,797.13$ 2,023.85$ 2881362 Lot Type 2 27,797.13$ 2,023.85$ 2881363 Lot Type 2 27,797.13$ 2,023.85$ 2881364 Lot Type 2 27,797.13$ 2,023.85$ 2881365 Lot Type 2 27,797.13$ 2,023.85$ 2881366 Lot Type 2 27,797.13$ 2,023.85$ 2881367 Lot Type 2 27,797.13$ 2,023.85$ 2881368 Lot Type 2 27,797.13$ 2,023.85$ 2881369 Lot Type 2 27,797.13$ 2,023.85$ 2881370 Lot Type 2 27,797.13$ 2,023.85$ 2881371 Lot Type 2 27,797.13$ 2,023.85$ 2881372 Lot Type 2 27,797.13$ 2,023.85$ 2881373 Lot Type 2 27,797.13$ 2,023.85$ 2881374 Lot Type 2 27,797.13$ 2,023.85$ 2881375 Lot Type 2 27,797.13$ 2,023.85$ 2881376 Lot Type 2 27,797.13$ 2,023.85$ 2881377 Lot Type 2 27,797.13$ 2,023.85$ 2881378 Lot Type 2 27,797.13$ 2,023.85$ 2881379 Lot Type 2 27,797.13$ 2,023.85$ 2881380 Lot Type 2 27,797.13$ 2,023.85$ 2881381 Lot Type 2 27,797.13$ 2,023.85$ 2881382 Lot Type 2 27,797.13$ 2,023.85$ 2881383 Lot Type 2 27,797.13$ 2,023.85$ 2881384 Lot Type 2 27,797.13$ 2,023.85$ 2881387 Lot Type 2 27,797.13$ 2,023.85$ 2881388 Lot Type 2 27,797.13$ 2,023.85$ 2881389 Lot Type 2 27,797.13$ 2,023.85$ 2881390 Lot Type 2 27,797.13$ 2,023.85$ 2881391 Lot Type 2 27,797.13$ 2,023.85$ 2881392 Lot Type 2 27,797.13$ 2,023.85$ 2881393 Lot Type 2 27,797.13$ 2,023.85$ 2881394 Lot Type 2 27,797.13$ 2,023.85$ 2881395 Lot Type 2 27,797.13$ 2,023.85$ 2881396 Lot Type 2 27,797.13$ 2,023.85$ 2881397 Lot Type 2 27,797.13$ 2,023.85$ 2881398 Lot Type 2 27,797.13$ 2,023.85$ 2881399 Non-Benefited Property -$ -$ 2881400 Non-Benefited Property -$ -$ 2881401 Non-Benefited Property -$ -$ 2881402 Non-Benefited Property -$ -$ Total 13,377,959.61$ 974,020.61$ Notes: Improvement Area #1[a] [a]Totals may not match the outstanding Assessment or Annual Installment due to rounding. [b]The Annual Installment covers the period September 1,2023,to August 31,2023 and is due by January 31, 2023. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 24 EXHIBIT A-2 – MAJOR IMPROVEMENT AREA ASSESSMENT ROLL Property ID Lot Type[a]Outstanding Assessment Annual Installment Due 1/31/2024[b] 1007216 Major Improvement Area Initial Parcel 494,601.46$ 38,841.26$ 2797552 Major Improvement Area Initial Parcel 977,675.14$ 76,777.24$ 2797418 Major Improvement Area Initial Parcel 472,436.29$ 37,100.62$ 2797551 Major Improvement Area Initial Parcel 668,942.26$ 52,532.32$ 2797548 Major Improvement Area Initial Parcel 282,344.84$ 22,172.66$ 2881010 Non-Benefited Property -$ -$ 2881269 Non-Benefited Property -$ -$ 2,896,000.00$ 227,424.10$ Notes: Total [a] The Annual Installment Due 1/31/2024 will be allocated between the tax Parcels within the Major Improvement Area Initial Parcel based on acreage. [b] Totals may not match the outstanding Assessment or Annual Installment due to rounding. [c] The Annual Installment covers the period September 1, 2023, to August 31, 2023 and is due by January 31, 2023. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 25 EXHIBIT B-1 – DEBT SERVICE SCHEDULE – IMPROVEMENT AREA #1 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 26 EXHIBIT B-2 – DEBT SERVICE SCHEDULE – MAJOR IMPROVEMENT AREA SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 27 EXHIBIT C-1 – VILLAGES OF HURRICANE CREEK – NORTH, PHASE 1 FINAL PLAT SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 28 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 29 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 30 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 31 EXHIBIT C-2 – VILLAGES OF HURRICANE CREEK – NORTH, PHASE 1A FINAL PLAT SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 32 SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT 2023 ANNUAL SERVICE PLAN UPDATE 33 Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment EXHIBIT D – BUYER DISCLOSURES Homebuyer Disclosures for the following Lot Types are found in this Exhibit: ▪Improvement Area #1 o Lot Type 1 o Lot Type 2 o Lot Type 3 o Lot Type 4 ▪Major Improvement Area o Initial Parcel [Remainder of page intentionally left blank.] SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT BUYER DISCLOSURE IMPROVEMENT AREA #1 – LOT TYPE 1 NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court-ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING11 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ PROPERTY ADDRESS IMPROVEMENT AREA #1 LOT TYPE 1 PRINCIPAL ASSESSMENT: $24,370.09 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 Sherley Tract Public Improvement District (the "District") created under Subchapter A, Chapter 372, Local Government Code. AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND DELINQUENCY COSTS. The exact amount of the assessment may be obtained from the City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the district. More information about the assessments, including the amounts and due dates, may be obtained from the City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]22 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]33 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment ANNUAL INSTALLMENTS – LOT TYPE 1 Installment Due 1/31 Principal Interest[a]Additional Interest Debt Service Reserve Release Principal Interest[b] Annual Collection Costs Total Installment Due[c] 2024 337.01$ 679.84$ 83.99$ -$ 0.11$ 509.63$ 163.75$ 1,774.33$ 2025 347.94$ 668.89$ 82.30$ -$ 0.12$ 509.63$ 167.03$ 1,775.90$ 2026 358.87$ 657.58$ 80.56$ -$ 13.73$ 496.02$ 170.37$ 1,777.12$ 2027 371.62$ 645.91$ 78.77$ -$ 169.61$ 340.14$ 173.78$ 1,779.82$ 2028 386.19$ 631.98$ 76.91$ -$ 177.24$ 332.50$ 177.25$ 1,782.08$ 2029 400.77$ 617.50$ 74.98$ -$ 185.22$ 324.53$ 180.80$ 1,783.78$ 2030 415.34$ 602.47$ 72.98$ -$ 193.55$ 316.19$ 184.41$ 1,784.94$ 2031 431.73$ 586.89$ 70.90$ -$ 202.26$ 307.48$ 188.10$ 1,787.37$ 2032 449.95$ 570.70$ 68.74$ -$ 211.36$ 298.38$ 191.86$ 1,791.00$ 2033 468.17$ 552.71$ 66.49$ -$ 220.87$ 288.87$ 195.70$ 1,792.81$ 2034 488.20$ 533.98$ 64.15$ -$ 230.81$ 278.93$ 199.61$ 1,795.69$ 2035 508.24$ 514.45$ 61.71$ -$ 241.20$ 268.55$ 203.61$ 1,797.75$ 2036 528.28$ 494.12$ 59.17$ -$ 252.05$ 257.69$ 207.68$ 1,798.99$ 2037 550.14$ 472.99$ 56.53$ -$ 263.40$ 246.35$ 211.83$ 1,801.23$ 2038 573.82$ 450.98$ 53.78$ -$ 275.25$ 234.50$ 216.07$ 1,804.40$ 2039 597.50$ 428.03$ 50.91$ -$ 287.63$ 222.11$ 220.39$ 1,806.58$ 2040 623.01$ 404.13$ 47.92$ -$ 300.58$ 209.17$ 224.80$ 1,809.60$ 2041 648.51$ 379.21$ 44.80$ -$ 314.10$ 195.64$ 229.29$ 1,811.56$ 2042 677.66$ 353.27$ 41.56$ -$ 328.24$ 181.51$ 233.88$ 1,816.11$ 2043 706.80$ 324.47$ 38.17$ -$ 343.01$ 166.74$ 238.56$ 1,817.75$ 2044 737.77$ 294.43$ 34.64$ -$ 358.45$ 151.30$ 243.33$ 1,819.92$ 2045 772.38$ 263.07$ 30.95$ -$ 374.58$ 135.17$ 248.20$ 1,824.35$ 2046 807.00$ 230.25$ 27.09$ -$ 391.43$ 118.31$ 253.16$ 1,827.24$ 2047 843.43$ 195.95$ 23.05$ -$ 409.05$ 100.70$ 258.22$ 1,830.40$ 2048 879.86$ 160.11$ 18.84$ -$ 427.45$ 82.29$ 263.39$ 1,831.94$ 2049 919.94$ 122.71$ 14.44$ -$ 446.69$ 63.06$ 268.66$ 1,835.49$ 2050 961.84$ 83.61$ 9.84$ -$ 466.79$ 42.96$ 274.03$ 1,839.06$ 2051 1,005.56$ 42.74$ 5.03$ (1,048.29)$ 487.79$ 21.95$ 279.51$ 794.28$ Total 16,797.52$ 11,962.97$ 1,439.17$ (1,048.29)$ 7,572.56$ 6,700.29$ 6,067.27$ 49,491.50$ Notes: IA#1 Bonds IA#1 Reimbursement Obligation [a] Interest on the Improvement Area #1 Bonds is calculated at 3.250%, 3.750%, 4.000%, and 4.250% rate for term bonds due 2026, 2031, 2041, and 2051 respectively. [b] Interest on the Improvement Area #1 Reimbursement Obligation is calculated at a 6.730% interest rate from 9/15/2022 to 8/16/2026, and 4.500% thereafter. [c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT BUYER DISCLOSURE IMPROVEMENT AREA #1 – LOT TYPE 2 NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court-ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ PROPERTY ADDRESS IMPROVEMENT AREA #1 LOT TYPE 2 PRINCIPAL ASSESSMENT: $27,797.13 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 Sherley Tract Public Improvement District (the "District") created under Subchapter A, Chapter 372, Local Government Code. AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND DELINQUENCY COSTS. The exact amount of the assessment may be obtained from the City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the district. More information about the assessments, including the amounts and due dates, may be obtained from the City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment ANNUAL INSTALLMENTS – LOT TYPE 2 Installment Due 1/31 Principal Interest[a]Additional Interest Debt Service Reserve Release Principal Interest[b] Annual Collection Costs Total Installment Due[c] 2024 384.40$ 775.44$ 95.80$ -$ 0.13$ 581.30$ 186.78$ 2,023.85$ 2025 396.87$ 762.95$ 93.88$ -$ 0.14$ 581.29$ 190.52$ 2,025.63$ 2026 409.33$ 750.05$ 91.89$ -$ 15.66$ 565.77$ 194.33$ 2,027.03$ 2027 423.88$ 736.75$ 89.85$ -$ 193.46$ 387.97$ 198.21$ 2,030.11$ 2028 440.50$ 720.85$ 87.73$ -$ 202.16$ 379.26$ 202.18$ 2,032.68$ 2029 457.12$ 704.33$ 85.52$ -$ 211.26$ 370.17$ 206.22$ 2,034.63$ 2030 473.75$ 687.19$ 83.24$ -$ 220.77$ 360.66$ 210.35$ 2,035.95$ 2031 492.45$ 669.43$ 80.87$ -$ 230.70$ 350.72$ 214.55$ 2,038.72$ 2032 513.22$ 650.96$ 78.41$ -$ 241.08$ 340.34$ 218.84$ 2,042.86$ 2033 534.00$ 630.43$ 75.84$ -$ 251.93$ 329.49$ 223.22$ 2,044.92$ 2034 556.86$ 609.07$ 73.17$ -$ 263.27$ 318.16$ 227.69$ 2,048.21$ 2035 579.71$ 586.79$ 70.39$ -$ 275.12$ 306.31$ 232.24$ 2,050.56$ 2036 602.57$ 563.61$ 67.49$ -$ 287.50$ 293.93$ 236.88$ 2,051.98$ 2037 627.50$ 539.50$ 64.48$ -$ 300.44$ 280.99$ 241.62$ 2,054.53$ 2038 654.52$ 514.40$ 61.34$ -$ 313.96$ 267.47$ 246.45$ 2,058.14$ 2039 681.53$ 488.22$ 58.06$ -$ 328.08$ 253.34$ 251.38$ 2,060.63$ 2040 710.62$ 460.96$ 54.66$ -$ 342.85$ 238.58$ 256.41$ 2,064.08$ 2041 739.71$ 432.54$ 51.10$ -$ 358.28$ 223.15$ 261.54$ 2,066.32$ 2042 772.95$ 402.95$ 47.41$ -$ 374.40$ 207.03$ 266.77$ 2,071.50$ 2043 806.20$ 370.10$ 43.54$ -$ 391.25$ 190.18$ 272.11$ 2,073.37$ 2044 841.52$ 335.83$ 39.51$ -$ 408.85$ 172.58$ 277.55$ 2,075.84$ 2045 881.00$ 300.07$ 35.30$ -$ 427.25$ 154.18$ 283.10$ 2,080.90$ 2046 920.48$ 262.63$ 30.90$ -$ 446.48$ 134.95$ 288.76$ 2,084.19$ 2047 962.04$ 223.51$ 26.29$ -$ 466.57$ 114.86$ 294.54$ 2,087.80$ 2048 1,003.59$ 182.62$ 21.48$ -$ 487.56$ 93.86$ 300.43$ 2,089.55$ 2049 1,049.30$ 139.97$ 16.47$ -$ 509.50$ 71.92$ 306.43$ 2,093.60$ 2050 1,097.09$ 95.37$ 11.22$ -$ 532.43$ 49.00$ 312.56$ 2,097.68$ 2051 1,146.96$ 48.75$ 5.73$ (1,195.71)$ 556.39$ 25.04$ 318.81$ 905.98$ Total 19,159.67$ 13,645.26$ 1,641.56$ (1,195.71)$ 8,637.46$ 7,642.52$ 6,920.48$ 56,451.24$ Notes: IA#1 Bonds IA#1 Reimbursement Obligation [a] Interest on the Improvement Area #1 Bonds is calculated at 3.250%, 3.750%, 4.000%, and 4.250% rate for term bonds due 2026, 2031, 2041, and 2051 respectively. [b] Interest on the Improvement Area #1 Reimbursement Obligation is calculated at a 6.730% interest rate from 9/15/2022 to 8/16/2026, and 4.500% thereafter. [c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT BUYER DISCLOSURE IMPROVEMENT AREA #1 – LOT TYPE 3 NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court-ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ PROPERTY ADDRESS IMPROVEMENT AREA #1 LOT TYPE 3 PRINCIPAL ASSESSMENT: $33,356.56 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 Sherley Tract Public Improvement District (the "District") created under Subchapter A, Chapter 372, Local Government Code. AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND DELINQUENCY COSTS. The exact amount of the assessment may be obtained from the City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the district. More information about the assessments, including the amounts and due dates, may be obtained from the City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment ANNUAL INSTALLMENTS – LOT TYPE 3 Installment Due 1/31 Principal Interest[a]Additional Interest Debt Service Reserve Release Principal Interest[b]Annual Collection Costs Total Installment Due[c] 2024 461.28$ 930.53$ 114.96$ -$ 0.15$ 697.56$ 224.14$ 2,428.62$ 2025 476.24$ 915.54$ 112.65$ -$ 0.16$ 697.55$ 228.62$ 2,430.76$ 2026 491.20$ 900.06$ 110.27$ -$ 18.79$ 678.92$ 233.19$ 2,432.44$ 2027 508.65$ 884.10$ 107.81$ -$ 232.15$ 465.56$ 237.86$ 2,436.13$ 2028 528.60$ 865.02$ 105.27$ -$ 242.60$ 455.12$ 242.61$ 2,439.22$ 2029 548.55$ 845.20$ 102.63$ -$ 253.51$ 444.20$ 247.47$ 2,441.55$ 2030 568.49$ 824.63$ 99.89$ -$ 264.92$ 432.79$ 252.42$ 2,443.14$ 2031 590.93$ 803.31$ 97.04$ -$ 276.84$ 420.87$ 257.46$ 2,446.47$ 2032 615.87$ 781.15$ 94.09$ -$ 289.30$ 408.41$ 262.61$ 2,451.43$ 2033 640.80$ 756.52$ 91.01$ -$ 302.32$ 395.39$ 267.87$ 2,453.91$ 2034 668.23$ 730.88$ 87.80$ -$ 315.92$ 381.79$ 273.22$ 2,457.85$ 2035 695.66$ 704.15$ 84.46$ -$ 330.14$ 367.57$ 278.69$ 2,460.68$ 2036 723.08$ 676.33$ 80.99$ -$ 345.00$ 352.72$ 284.26$ 2,462.37$ 2037 753.01$ 647.40$ 77.37$ -$ 360.52$ 337.19$ 289.95$ 2,465.44$ 2038 785.42$ 617.28$ 73.61$ -$ 376.75$ 320.97$ 295.74$ 2,469.77$ 2039 817.83$ 585.87$ 69.68$ -$ 393.70$ 304.01$ 301.66$ 2,472.75$ 2040 852.74$ 553.15$ 65.59$ -$ 411.42$ 286.30$ 307.69$ 2,476.89$ 2041 887.65$ 519.04$ 61.33$ -$ 429.93$ 267.78$ 313.85$ 2,479.58$ 2042 927.54$ 483.54$ 56.89$ -$ 449.28$ 248.44$ 320.12$ 2,485.81$ 2043 967.44$ 444.12$ 52.25$ -$ 469.49$ 228.22$ 326.53$ 2,488.04$ 2044 1,009.83$ 403.00$ 47.41$ -$ 490.62$ 207.09$ 333.06$ 2,491.01$ 2045 1,057.20$ 360.08$ 42.36$ -$ 512.70$ 185.01$ 339.72$ 2,497.08$ 2046 1,104.57$ 315.15$ 37.08$ -$ 535.77$ 161.94$ 346.51$ 2,501.03$ 2047 1,154.44$ 268.21$ 31.55$ -$ 559.88$ 137.83$ 353.44$ 2,505.36$ 2048 1,204.31$ 219.14$ 25.78$ -$ 585.08$ 112.64$ 360.51$ 2,507.46$ 2049 1,259.17$ 167.96$ 19.76$ -$ 611.40$ 86.31$ 367.72$ 2,512.32$ 2050 1,316.51$ 114.45$ 13.46$ -$ 638.92$ 58.80$ 375.08$ 2,517.21$ 2051 1,376.35$ 58.50$ 6.88$ (1,434.85)$ 667.67$ 30.05$ 382.58$ 1,087.17$ Total 22,991.61$ 16,374.32$ 1,969.87$ (1,434.85)$ 10,364.95$ 9,171.03$ 8,304.57$ 67,741.49$ Notes: IA#1 Bonds IA#1 Reimbursement Obligation [a] Interest on the Improvement Area #1 Bonds is calculated at 3.250%, 3.750%, 4.000%, and 4.250% rate for term bonds due 2026, 2031, 2041, and 2051 respectively. [b] Interest on the Improvement Area #1 Reimbursement Obligation is calculated at a 6.730% interest rate from 9/15/2022 to 8/16/2026, and 4.500% thereafter. [c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT BUYER DISCLOSURE IMPROVEMENT AREA #1 – LOT TYPE 4 NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court-ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ PROPERTY ADDRESS IMPROVEMENT AREA #1 LOT TYPE 4 PRINCIPAL ASSESSMENT: $22,846.96 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 Sherley Tract Public Improvement District (the "District") created under Subchapter A, Chapter 372, Local Government Code. AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND DELINQUENCY COSTS. The exact amount of the assessment may be obtained from the City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the district. More information about the assessments, including the amounts and due dates, may be obtained from the City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment ANNUAL INSTALLMENTS – LOT TYPE 4 Installment Due 1/31 Principal Interest[a]Additional Interest Debt Service Reserve Release Principal Interest[b]Annual Collection Costs Total Installment Due[c] 2024 315.94$ 637.35$ 78.74$ -$ 0.10$ 477.78$ 153.52$ 1,663.44$ 2025 326.19$ 627.08$ 77.16$ -$ 0.11$ 477.77$ 156.59$ 1,664.91$ 2026 336.44$ 616.48$ 75.53$ -$ 12.87$ 465.01$ 159.72$ 1,666.05$ 2027 348.39$ 605.55$ 73.85$ -$ 159.01$ 318.88$ 162.92$ 1,668.58$ 2028 362.05$ 592.48$ 72.10$ -$ 166.16$ 311.72$ 166.17$ 1,670.70$ 2029 375.72$ 578.90$ 70.29$ -$ 173.64$ 304.25$ 169.50$ 1,672.30$ 2030 389.38$ 564.81$ 68.41$ -$ 181.45$ 296.43$ 172.89$ 1,673.38$ 2031 404.75$ 550.21$ 66.47$ -$ 189.62$ 288.27$ 176.35$ 1,675.66$ 2032 421.83$ 535.03$ 64.44$ -$ 198.15$ 279.73$ 179.87$ 1,679.06$ 2033 438.91$ 518.16$ 62.33$ -$ 207.07$ 270.82$ 183.47$ 1,680.76$ 2034 457.69$ 500.60$ 60.14$ -$ 216.39$ 261.50$ 187.14$ 1,683.46$ 2035 476.48$ 482.30$ 57.85$ -$ 226.12$ 251.76$ 190.88$ 1,685.39$ 2036 495.26$ 463.24$ 55.47$ -$ 236.30$ 241.59$ 194.70$ 1,686.56$ 2037 515.76$ 443.43$ 52.99$ -$ 246.93$ 230.95$ 198.59$ 1,688.66$ 2038 537.96$ 422.80$ 50.41$ -$ 258.05$ 219.84$ 202.57$ 1,691.62$ 2039 560.16$ 401.28$ 47.72$ -$ 269.66$ 208.23$ 206.62$ 1,693.67$ 2040 584.07$ 378.87$ 44.92$ -$ 281.79$ 196.09$ 210.75$ 1,696.50$ 2041 607.98$ 355.51$ 42.00$ -$ 294.47$ 183.41$ 214.96$ 1,698.34$ 2042 635.30$ 331.19$ 38.96$ -$ 307.72$ 170.16$ 219.26$ 1,702.61$ 2043 662.63$ 304.19$ 35.79$ -$ 321.57$ 156.31$ 223.65$ 1,704.14$ 2044 691.66$ 276.03$ 32.47$ -$ 336.04$ 141.84$ 228.12$ 1,706.17$ 2045 724.11$ 246.63$ 29.02$ -$ 351.16$ 126.72$ 232.68$ 1,710.33$ 2046 756.56$ 215.86$ 25.40$ -$ 366.97$ 110.92$ 237.34$ 1,713.03$ 2047 790.71$ 183.70$ 21.61$ -$ 383.48$ 94.41$ 242.08$ 1,716.00$ 2048 824.87$ 150.10$ 17.66$ -$ 400.74$ 77.15$ 246.93$ 1,717.44$ 2049 862.44$ 115.04$ 13.53$ -$ 418.77$ 59.12$ 251.86$ 1,720.77$ 2050 901.72$ 78.39$ 9.22$ -$ 437.61$ 40.27$ 256.90$ 1,724.12$ 2051 942.71$ 40.07$ 4.71$ (982.77)$ 457.31$ 20.58$ 262.04$ 744.64$ Total 15,747.68$ 11,215.28$ 1,349.23$ (982.77)$ 7,099.28$ 6,281.52$ 5,688.06$ 46,398.28$ Notes: Bonds IA#1 Reimbursement Obligation [a] Interest on the Improvement Area #1 Bonds is calculated at 3.250%, 3.750%, 4.000%, and 4.250% rate for term bonds due 2026, 2031, 2041, and 2051 respectively. [b] Interest on the Improvement Area #1 Reimbursement Obligation is calculated at a 6.730% interest rate from 9/15/2022 to 8/16/2026, and 4.500% thereafter. [c] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown. SHERLEY TRACT PUBLIC IMPROVEMENT DISTRICT BUYER DISCLOSURE MAJOR IMPROVEMENT AREA – INITIAL PARCEL NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT A person who proposes to sell or otherwise convey real property that is located in a public improvement district established under Subchapter A, Chapter 372, Local Government Code (except for public improvement districts described under Section 372.005), or Chapter 382, Local Government Code, shall first give to the purchaser of the property this written notice, signed by the seller. For the purposes of this notice, a contract for the purchase and sale of real property having a performance period of less than six months is considered a sale requiring the notice set forth below. This notice requirement does not apply to a transfer: 1) under a court order or foreclosure sale; 2) by a trustee in bankruptcy; 3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a deed of trust by a trustor or successor in interest; 4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at a sale conducted under a power of sale under a deed of trust or a sale under a court-ordered foreclosure or has acquired the land by a deed in lieu of foreclosure; 5) by a fiduciary in the course of the administration of a decedent's estate, guardianship, conservatorship, or trust; 6) from one co-owner to another co-owner of an undivided interest in the real property; 7) to a spouse or a person in the lineal line of consanguinity of the seller; 8) to or from a governmental entity; or 9) of only a mineral interest, leasehold interest, or security interest The following notice shall be given to a prospective purchaser before the execution of a binding contract of purchase and sale, either separately or as an addendum or paragraph of a purchase contract. In the event a contract of purchase and sale is entered into without the seller having provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate the contract. A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in the real property records of the county in which the property is located at the closing of the purchase and sale of the property. AFTER RECORDING1 RETURN TO: ____________________ ____________________ ____________________ ____________________ ____________________ NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO CITY OF ANNA, TEXAS CONCERNING THE FOLLOWING PROPERTY __________________________________________ PROPERTY ADDRESS MAJOR IMPROVEMENT AREA INITIAL PARCEL PRINCIPAL ASSESSMENT: $2,896,000.00 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 Sherley Tract Public Improvement District (the "District") created under Subchapter A, Chapter 372, Local Government Code. AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND DELINQUENCY COSTS. The exact amount of the assessment may be obtained from the City of Anna. The exact amount of each annual installment will be approved each year by the Anna City Council in the annual service plan update for the district. More information about the assessments, including the amounts and due dates, may be obtained from the City of Anna. Your failure to pay any assessment or any annual installment may result in penalties and interest being added to what you owe or in a lien on and the foreclosure of your property. 1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County when updating for the Current Information of Obligation to Pay Improvement District Assessment. Signature Page to Initial Notice of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER The undersigned seller acknowledges providing this notice to the potential purchaser before the effective date of a binding contract for the purchase of the real property at the address described above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER]2 2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance with Section 5.014(a-1), Tex. Prop. Code. Purchaser Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding contract for the purchase of the real property at the address described above. The undersigned purchaser acknowledged the receipt of this notice including the current information required by Section 5.0143, Texas Property Code, as amended. DATE:DATE: SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]3 3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Seller Signature Page to Final Notice with Current Information of Obligation to Pay Improvement District Assessment [The undersigned seller acknowledges providing a separate copy of the notice required by Section 5.014 of the Texas Property Code including the current information required by Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real property at the address above. DATE:DATE: SIGNATURE OF SELLER SIGNATURE OF SELLER STATE OF TEXAS § § COUNTY OF COLLIN § The foregoing instrument was acknowledged before me by ______________________and ____________________, known to me to be the person(s) whose name(s) is/are subscribed to the foregoing instrument, and acknowledged to me that he or she executed the same for the purposes therein expressed. Given under my hand and seal of office on this _________________, 20__. Notary Public, State of Texas]4 4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing of the purchase and sale and to be recorded in the deed records of Collin County. Annual Installment Schedule to Notice of Obligation to Pay Improvement District Assessment ANNUAL INSTALLMENTS – MAJOR IMPROVEMENT AREA INITIAL PARCEL Installment Due 1/31 Principal Interest[a]Additional Interest Capitalized Interest Debt Service Reserve Release Annual Collection Costs Total Installment Due[b] 2024 56,000.00$ 142,230.00$ 14,480.00$ -$ -$ 14,714.11$ 227,424.11$ 2025 58,000.00$ 139,710.00$ 14,200.00$ -$ -$ 15,008.39$ 226,918.39$ 2026 61,000.00$ 137,100.00$ 13,910.00$ -$ -$ 15,308.56$ 227,318.56$ 2027 63,000.00$ 134,355.00$ 13,605.00$ -$ -$ 15,614.73$ 226,574.73$ 2028 65,000.00$ 131,520.00$ 13,290.00$ -$ -$ 15,927.03$ 225,737.03$ 2029 68,000.00$ 128,595.00$ 12,965.00$ -$ -$ 16,245.57$ 225,805.57$ 2030 70,000.00$ 125,535.00$ 12,625.00$ -$ -$ 16,570.48$ 224,730.48$ 2031 73,000.00$ 122,385.00$ 12,275.00$ -$ -$ 16,901.89$ 224,561.89$ 2032 76,000.00$ 119,100.00$ 11,910.00$ -$ -$ 17,239.93$ 224,249.93$ 2033 79,000.00$ 115,300.00$ 11,530.00$ -$ -$ 17,584.72$ 223,414.72$ 2034 83,000.00$ 111,350.00$ 11,135.00$ -$ -$ 17,936.42$ 223,421.42$ 2035 86,000.00$ 107,200.00$ 10,720.00$ -$ -$ 18,295.15$ 222,215.15$ 2036 90,000.00$ 102,900.00$ 10,290.00$ -$ -$ 18,661.05$ 221,851.05$ 2037 94,000.00$ 98,400.00$ 9,840.00$ -$ -$ 19,034.27$ 221,274.27$ 2038 98,000.00$ 93,700.00$ 9,370.00$ -$ -$ 19,414.96$ 220,484.96$ 2039 103,000.00$ 88,800.00$ 8,880.00$ -$ -$ 19,803.25$ 220,483.25$ 2040 107,000.00$ 83,650.00$ 8,365.00$ -$ -$ 20,199.32$ 219,214.32$ 2041 112,000.00$ 78,300.00$ 7,830.00$ -$ -$ 20,603.31$ 218,733.31$ 2042 117,000.00$ 72,700.00$ 7,270.00$ -$ -$ 21,015.37$ 217,985.37$ 2043 123,000.00$ 66,850.00$ 6,685.00$ -$ -$ 21,435.68$ 217,970.68$ 2044 129,000.00$ 60,700.00$ 6,070.00$ -$ -$ 21,864.39$ 217,634.39$ 2045 135,000.00$ 54,250.00$ 5,425.00$ -$ -$ 22,301.68$ 216,976.68$ 2046 141,000.00$ 47,500.00$ 4,750.00$ -$ -$ 22,747.71$ 215,997.71$ 2047 147,000.00$ 40,450.00$ 4,045.00$ -$ -$ 23,202.67$ 214,697.67$ 2048 154,000.00$ 33,100.00$ 3,310.00$ -$ -$ 23,666.72$ 214,076.72$ 2049 162,000.00$ 25,400.00$ 2,540.00$ -$ -$ 24,140.06$ 214,080.06$ 2050 169,000.00$ 17,300.00$ 1,730.00$ -$ -$ 24,622.86$ 212,652.86$ 2051 177,000.00$ 8,850.00$ 885.00$ -$ (198,230.00)$ 25,115.32$ 13,620.32$ Total 2,896,000.00$ 2,487,230.00$ 249,930.00$ -$ (198,230.00)$ 545,175.58$ 5,980,105.58$ Notes: [a] Interest is calculated at a 4.500% rate for term bonds due 2031, and at a 5.000% rate for term bonds due 2051. [b] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings, or other available offsets could increase or decrease the amounts shown. Item No. 7.a. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Ross Altobelli AGENDA ITEM: Consider/Discuss/Action on a request to amend building material standards for multiple- family residence buildings per Resolution 2020-11-813A. (Director of Development Services Ross Altobelli) SUMMARY: DHI Communities, a D.R. Horton Company, is requesting to amend the multiple-family residence building material requirements that were established within a Development Agreement (Res. 2020-11-813A) as part of the zoning for The Woods at Lindsey Place. The adopted building material requirements for multiple-family residence buildings were for typical mid-rise multiple-family residence buildings. The applicant is proposing to construct a one and two-story "casita" product that will consist of individual units with one, two, and three bedrooms. Attached is a copy of the Site Plan that was approved by City Council on December 12, 2022. The applicant has included a letter dated June 30, 2023 detailing the requested modification. REQUEST: o For "Casita" building types, at least seventy five percent (75%) of the building frontage, excluding doors and windows, shall utilize both brick and stone masonry products, with each structure maintaining an overall . Each structure shall maintain an overall minimum masonry percentage of 30%. Building elevations will be in substantial conformance with Exhibit 1. EXISTING DA LANGUAGE: o All multi-family buildings and structures shall have at least sixty percent (60%), for the first three stories of the total exterior walls above grade level, excluding doors and windows, and recessed balcony areas (should be allowed as plane break), constructed of masonry (brick/rock veneer) materials with no more than forty percent (40%) consisting of cementitious siding (Hardie products) or stucco materials. RECOMMENDATION: If City Council is supportive of the building material modification request, city staff will draft a resolution containing the necessary amendments to the development agreement associated with the applicants request. Below is sample language being considered: Multiple-Family Residence Buildings – two-unit structures A. The exterior walls (excluding windows and doors) on the front elevation of any structure shall be 75 percent masonry. The total cumulative surface area of the remaining exterior walls (excluding windows and doors) shall be 30 percent masonry. Each structure shall be deemed to have only one front elevation. B. Second floor Dutch gable roof elements are not required to be masonry. C. Roofing materials of a structure may only consist of architectural asphalt shingles (including laminated dimensional shingles), clay and concrete tile, metal shingles, mineral-surfaced row roofing, slate and slate-type shingles, or an equivalent or better product as compared with said materials. Should architectural shingles be used as roofing material, said shingles shall be accompanied with a minimum 25-year warranty. Under no circumstance shall three-tab shingles be used as roofing material. D. Roofs: i. Except for porch roofs and shed roofs, pitched roofs shall have a minimum slope of 6" x 12" (six inches vertical rise for every 12 inches horizontal run) and shall have an overhang at least 1' (one foot) beyond the building wall; however, the overhang shall not encroach into a setback more than one foot. Porch roofs and shed roofs must have a minimum pitch of 4" x 12". ii. Roofing materials of any structure may only consist of architectural asphalt shingles (including laminated dimensional shingles), clay and concrete tile, metal shingles, mineral-surfaced row roofing, slate and slate-type shingles, or better product as compared with said materials. Should architectural shingles be used as roofing material, said shingles shall be accompanied with a minimum 25-year warranty. Under no circumstance shall three-tab shingles be used as roofing material. E. Building articulation: At least four (4) facade articulation techniques are required on each unit to add architectural variety and interest to a building. The following features shall be acceptable techniques of exterior articulation: i. A base course or plinth course; banding, moldings, or stringcourses; quoins; oriels; cornices; arches; brackets; keystones; dormers; louvers as part of the exterior wall construction. (Quoins and banding shall wrap around the corners of the structure for at least two feet.). ii. Balconies. iii. Bay windows. iv. Masonry chimney(s). v. Double-entry door(s). vi. Covered Entry(ies) vii. The use of both stone and brick on the front elevations with a minimum of ten percent coverage of one of the elements. viii. Front porch of at least 50 square feet. ix. The installation of at least two (2) coach lights. x. Other techniques for building articulation can be substituted if administratively approved by the administrative official. xi. Notwithstanding anything herein to the apparent contrary, the elevations in Exhibit A attached hereto are approved by the City and any and all structures constructed in accordance with such elevations shall be deemed to satisfy all applicable requirements of this Section 2 as relates to the materials and other features of said elevations. F. Fenestration: i. Windowless exterior walls that face a travel way or other similar highly visible areas are prohibited. On two-story structures, windows are required on the first and second story facing a travel way. ii. Windows shall be in harmony with and proportionate to the rest of the structure. iii. The use of reflective glass on residential structures is prohibited. Reflective glass will be defined as having a visible light reflectance rating of 15% or greater. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: The original Development Agreement was approved on November 10, 2020 as part of the Woods at Lindsey Place master panned community. STRATEGIC CONNECTIONS: This item has no strategic connection. ATTACHMENTS: 1. Ascend at Lindsey Place - Building Material Modification Request - 6.30.23 2. EXHIBIT A - Elevation (DHI Anna, Block A, Lot 1) 3. Recorded DA - Lindsey Place (Harlow) 4. Approved Site Plan - DHI Anna, Block A, Lot 1 BUILDING MATERIAL MODIFICATION REQUEST: Res 2020-11-813A: June 30, 2023 Ascend at Lindsey Place Anna City Council, DHI Communities is excited about bring our first stand alone “Casita” project in Texas to Anna. We currently have approved building plans for the first of three phases as a part of the Woods at Lindsey Place master planned community, which would be a 130 unit community of casita style homes. We are writing to request a Building Material Modification for this first phase. After reviewing our initial exterior design, we decided that we would like to change the elevations from what was initially proposed. The two main reasons for this were to first align our product more closely with what DR Horton is building on the For Sale side of the master planned community, and to also provide a more cost effective offering that will allow for affordable, Class A rental product. We are asking to lower the overall masonry percentage to 30%, while increasing the frontage requirement to 75%. As you can see on the proposed elevations, we would like to utilize both brick and stone for a classic Texas aesthetic. The actual product selection will be similar to what the SF team is using next door, so that there is a more cohesive feel to the overall community. Additionally, 3 of the 4 front facades would be 100% masonry, which is a 40% increase to what the current DA requires. We think this will really allow the homes to stand out with great curb appeal. We believe that these elevations and product selections will deliver to Anna a first-class product that the city, and DHI Communities, will be incredibly proud of. Please let us know if you have any additional questions. We appreciate your time and thoughtful review of our request. Regards, Andrew Wiley VP Development - DHI Communities Cc: Ross Altobelli REVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/14/2023 12:27:05 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B1\ISSUE 6\DHI ANNA CASITA_DUPLEX B1_V3_2023-06-13.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221261/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"4LEFT ELEVATION1/4" = 1'-0"3REAR ELEVATION100% MASONRY @ FRONT 47% MASONRY OVERALL REVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/15/2023 4:29:40 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B1\ISSUE 6\DHI ANNA CASITA_DUPLEX B1_V3_2023-06-15 - NO STRUCTURAL CHANGE.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221261/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"4LEFT ELEVATION1/4" = 1'-0"3REAR ELEVATION100% MASONRY @ FRONT 40% MASONRY OVERALL 75 % MASONRY @ FRONT30 % MASONRY OVERALLREVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/14/2023 12:25:05 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B2\ISSUE 6\DHI ANNA CASITA_DUPLEX B2_2023-06-13.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221271/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"3REAR ELEVATION1/4" = 1'-0"4LEFT ELEVATION REVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/14/2023 12:26:17 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B3\ISSUE 5\DHI ANNA CASITA_DUPLEX B3_V2_2023-06-12.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221281/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"4LEFT ELEVATION1/4" = 1'-0"3REAR ELEVATION100% MASONRY @ FRONT42% MASONRY OVERALL REVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/14/2023 12:27:05 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B1\ISSUE 6\DHI ANNA CASITA_DUPLEX B1_V3_2023-06-13.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221261/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"4LEFT ELEVATION1/4" = 1'-0"3REAR ELEVATION100% MASONRY @ FRONT 47% MASONRY OVERALL REVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/15/2023 4:29:40 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B1\ISSUE 6\DHI ANNA CASITA_DUPLEX B1_V3_2023-06-15 - NO STRUCTURAL CHANGE.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221261/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"4LEFT ELEVATION1/4" = 1'-0"3REAR ELEVATION100% MASONRY @ FRONT 40% MASONRY OVERALL 75 % MASONRY @ FRONT30 % MASONRY OVERALLREVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/14/2023 12:25:05 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B2\ISSUE 6\DHI ANNA CASITA_DUPLEX B2_2023-06-13.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221271/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"3REAR ELEVATION1/4" = 1'-0"4LEFT ELEVATION REVIEW DRAWING ONLY - not released for construction. Any reproduction, reuse or disclosure by any method, in whole or part, is prohibited. These drawings and specifications contain proprietary information belonging to STRAND. COPYRIGHT © 2017 STRANDSTRAND6/14/2023 12:26:17 PM Q:\PROJECTS\CASITAS\CLIENTS\DHI\DHI ANNA (ASCEND AT LINDSEY PLACE)\DRAWINGS\REVIT\02 CASITAS\DUPLEX B3\ISSUE 5\DHI ANNA CASITA_DUPLEX B3_V2_2023-06-12.rvt06.14.2023ASCEND AT LINDSEY PLACESCHEMATIC ELEVATIONS DHI COMMUNITIES DHI COMMUNITIES22221281/4" = 1'-0"2RIGHT ELEVATION1/4" = 1'-0"1FRONT ELEVATION1/4" = 1'-0"4LEFT ELEVATION1/4" = 1'-0"3REAR ELEVATION100% MASONRY @ FRONT42% MASONRY OVERALL Type BMHType BMHSITE PLAN DHI ANNA IN THE CITY OF ANNA, COLLIN COUNTY, TEXAS E. WITT SURVEY ABSTRACT NO. 997 LOT 1, BLOCK A 509,490 Sq. Ft./11.696 Acres S N W E LOCATION MAP M A T C H L I N E SHT. 2 C0.5 Type BMHType BMHType BMHSITE PLAN DHI ANNA IN THE CITY OF ANNA, COLLIN COUNTY, TEXAS E. WITT SURVEY ABSTRACT NO. 997 LOT 1, BLOCK A 509,490 Sq. Ft./11.696 Acres S N W E M A T C H L I N E SHT. 1 C0.6 Item No. 7.b. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Ross Altobelli AGENDA ITEM: Consider/Discuss/Action on a Resolution regarding One Anna Two Addition, Block A, Lot 4R, Building Elevations (Director of Development Services Ross Altobelli) SUMMARY: Hotel on one lot on 3.0± acres located on the east side of Standridge Boulevard, 1,040± feet north of Suzie Lane. FINANCIAL IMPACT: This item has no financial impact. BACKGROUND: On December 13, 2022 as part of a zoning request to allow for a Specific Use Permit to allow for a motor hotel the applicant entered into a Development Agreement that included development standards associated with proposed building materials and construction timelines. Below are the adopted nonresidential building material requirements. A. The exterior walls (excluding doors, door frames, windows, and window frames) shall use only stone, brick, and/or split face concrete masonry units in the construction of the exterior facade that are visible to the public. The use of other high-quality materials for building trim, architectural decoration, and other design elements shall not be precluded; however, they are subject to approval by the zoning administrator and should contribute to the overall design concept. B. At least 60 percent of exterior façades not visible to the public (excluding doors, door frames, windows, and window frames) are required to be brick, rock veneer, and/or split face concrete masonry units. C. A maximum of 10 percent of any exposed exterior wall may consist of EIFS D. Where the function of an individual business, or the recognized identity of a brand dictates a specific style, image, or building material associated with that company, the masonry provision may be modified; however, the development shall maintain harmony in terms of overall project design and appearance, and such design shall be subject to approval by the City Council. REQUEST: Per item D. the applicant is requesting that the building materials proposed for the three-story hotel be those that are typically recognized with the hotel brand and maintain the specific type, image, and building materials associated with the Wyndam Garden brand. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Unique. ATTACHMENTS: 1. RESOLUTION - (BUILDING MATERIALS) One Anna Two Addition, Block A, Lots 4R 2. EXHIBIT A - Wyndham Garden Anna - Colored Elevations 3. Wyndham Garden Anna Letter - Bldg materials 4. Recorded DA - One Anna Two Addn (Hotel) CITY OF ANNA, TEXAS RESOLUTION NO. _______________ A RESOLUTION OF THE CITY OF ANNA, TEXAS APPROVING ONE ANNA TWO ADDITION, BLOCK A, LOTS 4R, BUILDING MATERIALS. WHEREAS, In order to provide for the orderly development of land within the Anna city limits and extraterritorial jurisdiction, the City Council of the City of Anna, Texas (the “City Council”) has adopted Article 9.02 (“Subdivision Regulation”) and Article 9.04 (“Zoning Ordinance”) of the Anna City Code of Ordinances; and WHEREAS, 5g Studio Collaborative has submitted a building material request for the approval of the One Anna Two Addition, Block A, Lots 4R; and WHEREAS, The building material request for One Anna Two Addition, Block A, Lots 4R conforms to the Development Standards / Building Material requirements listed under subsection D. of Nonresidential Buildings; D. Where the function of an individual business, or the recognized identity of a brand dictates a specific style, image, or building material associated with that company, the masonry provision may be modified; however, the development shall maintain harmony in terms of overall project design and appearance, and such design shall be subject to approval by the City Council. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1. Recitals Incorporated The recitals above are incorporated herein as if set forth in full for all purposes. Section 2. Approval of Building Materials The City Council hereby approves the building material request for One Anna Two Addition, Block A, Lots 4R, attached hereto as Exhibit A. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this 11th day of July 2023. ATTEST: APPROVED: __________________________ __________________________ City Secretary, Carrie L. Land Mayor, Nate Pike © 2022, 5G STUDIO COLLABORATIVE ALL RIGHTS RESERVED 5G STU DIO.CO M WYNDHAM GARDEN ANNA | TX JUNE 26, 2023 SOUTH EL EVATION WITH PORTE COCHERE © 2022, 5G STUDIO COLLABORATIVE ALL RIGHTS RESERVED 5G STU DIO.CO M WYNDHAM GARDEN ANNA | TX JUNE 26, 2023 SOUTH EL EVATION WITHOUT PORTE COCHERE © 2022, 5G STUDIO COLLABORATIVE ALL RIGHTS RESERVED 5G STU DIO.CO M WYNDHAM GARDEN ANNA | TX JUNE 26, 2023 NORTH ELEVATION © 2022, 5G STUDIO COLLABORATIVE ALL RIGHTS RESERVED 5G STU DIO.CO M WYNDHAM GARDEN ANNA | TX JUNE 26, 2023 E AST ELEVATION © 2022, 5G STUDIO COLLABORATIVE ALL RIGHTS RESERVED 5G STU DIO.CO M WYNDHAM GARDEN ANNA | TX JUNE 26, 2023 WEST ELEVATION © 2022, 5G STUDIO COLLABORATIVE ALL RIGHTS RESERVED 5G STU DIO.CO M WYNDHAM GARDEN ANNA | TX JUNE 26, 2023 PROTOT YPIC AL FRONT PERSPECTIVE VEIW 1217 Main St. • Suite 500 • Dallas • TX • 75202 │ 214 670 0050 │ www.5GStudio.com June 26, 2023 Ross Altobelli Director of Development Services City of Anna Municipal Complex Planning and Development 120 W. 7th Street Anna, Texas 75409 Re: Development Agreement Modification Request Dear Mr. Altobelli, We are writing to ask if the City of Anna would be willing to modify the masonry provision of the Development Agreement in order to recognize Wyndham’s exterior material specifications for their Wyndham Garden prototypical hotel design. The majority of the Wyndham Garden prototypical façade design is made up of three gray colors of a high-quality Parex Exterior Insulation Finish System (EIFS) cladding product. The Wyndham Garden prototypical façade design also includes a ‘tower’ design feature with a high-quality large format tile ventilated façade system (the Basis of Design is from Graniti Vicentia Facades) that was specified by Wyndham to have a ‘bamboo’ aesthetic. Wyndham’s prototypical design also includes a high-end wood composite ‘wood slat’ product (with a teak aesthetic) at the porte cochere, and the prototypical fence around the pool and garden area behind the building has a modern wood slat design. Thank you, please let me know if you have any questions about our request or if you need any additional information about Wyndham’s prototypical exterior material specifications. Sincerely and Respectfully, Christine Robbins-Elrod, AIA, LEEP AP BD+C, LEED AP ND, LEED AP Homes, WELL AP Principal, 5G Studio Collaborative ChristineRElrod@5gstudio.com, 214-773-2129 Item No. 7.c. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: Gregory Peters AGENDA ITEM: Consider/Discuss/Action on a Resolution authorizing the City Manager to execute a contract for landscape services with Zodega Landscape Services, LLC. (Interim Assistant City Manager Greg Peters, P.E.) SUMMARY: The City of Anna is at the end of the active contract for mowing and landscaping services. In order to properly meet the growing responsibilities of mowing and maintaining public right-of-way and facility grounds, the City publicly advertised a bid for these services. The City held a non-mandatory pre-bid meeting on May 24, 2023. The City opened bids on June 8, 2023. Two bids were received. The lowest qualified bid was received from Zodega Landscape Services, LLC, dba Texas Seasons. Staff has reviewed the bids and the references and qualifications of Zodega and is recommending the City to enter into a contract for mowing and landscaping services. The bid is on a per-acre basis for all of the areas identified by staff for the contract. The bid includes the following scope or services: Base Bid: $52,211.75. Mowing medians and right-of-way of the major City Roads and FM 455. Bed maintenance for flower/landscape beds in the median. (26x/yr) Alternate Bid 1: $36,504.00. Mowing of US 75 frontage roads and SH 5 (6x/yr) Alternate Bid 2: $14,465.63. Mowing of County Road Right-of-way which is within City responsibility (4-6x/yr) Alternate Bid 3: $16,043.04 Mowing of Public Works Facilities (Water/Sewer Sites, 24x/yr) Staff is proposing to fund the Base Bid and Bid Alternates 2 and 3. Staff is not proposing to fund Bid Alternate 1, as TxDOT has changed contractors and their maintenance of US 75 appears to be improving. However, if the Council wants to fund the TxDOT mowing portion, an additional $37,000 of funding is recommended to be added to the proposed budget. The proposed budget is $84,000 for the next 12 months, which will begin on August 1, 2023, and run until July 31, 2024. Exhibit A, attached, shows the areas identified for the contract services. The Public Works Department will implement and manage the contract for this work. FINANCIAL IMPACT: The total annual budget for the identified contract mowing is $84,000. The funding sources include $68,000 from Street Maintenance Sales Tax funds, and $16,000 from the Utility Fund. The costs can be absorbed by the existing annual budget for FY22-23 and the proposed annual budget for FY23-24. BACKGROUND: The City of Anna is responsible for mowing and maintaining many areas of public right- of-way and public works facility grounds in the community. It is important to maintain a professional appearance for the public right-of-way and city properties. Contract mowing is the most cost effective way to properly perform this work, as it requires less city staff and city owned/maintained equipment. STRATEGIC CONNECTIONS: This item supports the City of Anna Strategic Plan, specifically advancing the strategic outcome area: Excellent. ATTACHMENTS: 1. Resolution - Award Mowing Contract 2. Exhibit A - Mowing Maps 3. Mowing Bid Results CITY OF ANNA, TEXAS RESOLUTION NO. _______________ A RESOLUTION OF THE CITY OF ANNA, TEXAS AWARDING A CONTRACT FOR LANDSCAPE MAINTENANCE SERVICES TO ZODEGA LANDSCAPE SERVICES, LLC, IN THE AMOUNT NOT TO EXCEED EIGHTY-FOUR THOUSAND DOLLARS AND ZERO CENTS ($84,000.00), IN A FORM APPROVED BY THE CITY ATTORNEY; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City of Anna has publicly advertised and opened bids for contract landscape maintenance services, including mowing and bed maintenance services for right-of-way and city property in the City of Anna, Texas; and, WHEREAS, the City has identified funding for the contract to come from Street Maintenance Sales Tax funds and the Utility Fund; and, WHEREAS, Zodega Landscape Services, LLC, dba Texas Seasons by Zodega provided the lowest qualified bid for the contract; and, WHEREAS, The City of Anna has reviewed the references, qualifications, and capabilities of Zodega Landscape Services, LLC, to meet the terms of the contract, and has determined that Zodega Landscape Services, LLC has the experience, staff, equipment, and qualifications to perform the work; and, WHEREAS, the City of Anna seeks to enter into an annual agreement for contract services with Zodega Landscape Services, LLC for landscape maintenance services; and, NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ANNA, TEXAS THAT: Section 1.Recitals Incorporated The recitals above are incorporated herein as if set forth in full for all purposes. Section 2.Authorization of Payment and Funding. That the City Council of the City of Anna hereby awards the contract for landscape maintenance services to Zodega Landscape Services, LLC, in an amount not to exceed $84,000.00 and authorizes the City Manager to execute the contract for the City of Anna. That the contract shall be reviewed and approved by the City Attorney prior to execution. That funding for the contract shall come from Street Maintenance Sales Tax Funds in the amount of $68,000/year, and the Utility Fund in the amount of $16,000/year. PASSED AND APPROVED by the City Council of the City of Anna, Texas on this ___ day of July 2023. ATTEST: APPROVED: __________________________ __________________________ City Secretary, Carrie Land Mayor, Nate Pike Exhibit A DISCLAIMER: This map and information contained in it were developed exclusively for use by the City of Anna. Any use or reliance on this map by anyone else is at that party's risk and without liability to the City of Anna, its officials or employees for any discrepancies, errors, or variances which may exist. Document Path: H:\Ad-Hoc Maps\Mowing\Mowing.aprx Item 11 Item 9 Item 5 Item 10 Item 12 Item 4 Items 6-8 Items 1-3 Contract Mowing Base Bid Source: City of Anna GIS Date: 5/19/2023 0 0.25 0.5 Miles´1:24,000 DISCLAIMER: This map and information contained in it were developed exclusively for use by the City of Anna. Any use or reliance on this map by anyone else is at that party's risk and without liability to the City of Anna, its officials or employees for any discrepancies, errors, or variances which may exist. Document Path: H:\Ad-Hoc Maps\Mowing\Mowing.aprx Item 1 Item 2 Alternate Bid 1 Right-of-Way Source: City of Anna GIS Date: 5/19/2023 0 0.5 1 Miles´1:33,000 DISCLAIMER: This map and information contained in it were developed exclusively for use by the City of Anna. Any use or reliance on this map by anyone else is at that party's risk and without liability to the City of Anna, its officials or employees for any discrepancies, errors, or variances which may exist. Document Path: H:\Ad-Hoc Maps\Mowing\Mowing.aprx Item 1 Item 7 Item 2 Item 14 Item 13 Item 13 Item 6 (west side of ROW only) Item 1 Item 5 Item 4 Item 9 Item 8 Item 10 Item 11 Item 3 (south side of ROW only) Item 12 Alternate Bid 2 Right-of-Way Source: City of Anna GIS Date: 5/19/2023 0 0.5 1 Miles´1:36,000 DISCLAIMER: This map and information contained in it were developed exclusively for use by the City of Anna. Any use or reliance on this map by anyone else is at that party's risk and without liability to the City of Anna, its officials or employees for any discrepancies, errors, or variances which may exist. Document Path: H:\Ad-Hoc Maps\Mowing\Mowing.aprx Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 Item 7 Item 9 Alternate Bid 3 Facilities Source: City of Anna GIS Date: 5/19/2023 0 0.5 1 Miles´1:32,000 1 Supplier QTY UOM Price Extended Supplier Notes Texas Seasons by Zodega (Zodega Landscape Services, LLC)1 Price Per Acre $78.00 $78.00 This bid item is for a per-acre price of the following scope: Mowing of Medians (when present and vegetated) and 8' strip along edge of ROW for all undeveloped tracts, to a height of 2-1/2" to 3". Includes trimming all areas inaccessible to mowers and edging of all curb lines within the mowing boundaries. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. All Seasons Lawncare (Cantrell Lawncare Texas, LLC)1 Price Per Acre $183.50 $183.50 This bid item is for a per-acre price of the following scope: Mowing of Medians (when present and vegetated) and 8' strip along edge of ROW for all undeveloped tracts, to a height of 2-1/2" to 3". Includes trimming all areas inaccessible to mowers and edging of all curb lines within the mowing boundaries. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. 2 Supplier QTY UOM Price Extended Supplier Notes Texas Seasons by Zodega (Zodega Landscape Services, LLC)1 Price Per Acre $78.00 $78.00 This bid item is for a per-acre price of the following scope: Bed Maintenance - spray for weed control bi-monthly in all landscape beds. All Seasons Lawncare (Cantrell Lawncare Texas, LLC)1 Price Per Acre $183.50 $183.50 This bid item is for a per-acre price of the following scope: Bed Maintenance - spray for weed control bi-monthly in all landscape beds. 3 Supplier QTY UOM Price Extended Supplier Notes Texas Seasons by Zodega (Zodega Landscape Services, LLC)1 Price Per Acre $78.00 $78.00 This bid item is for a per-acre price of the following scope: Annual trimming of ornamental grasses in landscape beds each February for FM 455 between Standridge Boulevard and State Highway 5. All Seasons Lawncare (Cantrell Lawncare Texas, LLC)1 Price Per Acre $1,475.00 $1,475.00 This bid item is for a per-acre price of the following scope: Annual trimming of ornamental grasses in landscape beds each February for FM 455 between Standridge Boulevard and State Highway 5. 4 Supplier QTY UOM Price Extended Supplier Notes Texas Seasons by Zodega (Zodega Landscape Services, LLC)1 Price Per Acre $78.00 $78.00 BID ALTERNATE #1 This bid item is for a per-acre price of the following scope: US 75: Mowing of 8' strip along edge of Frontage Road for undeveloped tracts, to a height of 3" to 4". Includes trimming all areas inacccesible to mowers and edging of all curb lines within the mowing boundaries. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. All Seasons Lawncare (Cantrell Lawncare Texas, LLC)1 Price Per Acre $212.00 $212.00 BID ALTERNATE #1 This bid item is for a per-acre price of the following scope: US 75: Mowing of 8' strip along edge of Frontage Road for undeveloped tracts, to a height of 3" to 4". Includes trimming all areas inacccesible to mowers and edging of all curb lines within the mowing boundaries. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. 5 Supplier QTY UOM Price Extended Supplier Notes Texas Seasons by Zodega (Zodega Landscape Services, LLC)1 EA $78.00 $78.00 BID ALTERNATE #2 - County Road Mowing Rough Cut of 8' strip along edge of County Road to a height of 4" or less. No trimming or edging. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. All Seasons Lawncare (Cantrell Lawncare Texas, LLC)1 EA $380.00 $380.00 BID ALTERNATE #2 - County Road Mowing Rough Cut of 8' strip along edge of County Road to a height of 4" or less. No trimming or edging. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. 6 Supplier QTY UOM Price Extended Supplier Notes Texas Seasons by Zodega (Zodega Landscape Services, LLC)1 Price Per Acre $78.00 $78.00 BID ALTERNATE #3 - FACILITIES Mowing of vegetated areas to a height of 3". Includes trimming all fence lines and edging of all curb lines and pavement edge within the mowing boundaries. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. All Seasons Lawncare (Cantrell Lawncare Texas, LLC)1 Price Per Acre $183.50 $183.50 BID ALTERNATE #3 - FACILITIES Mowing of vegetated areas to a height of 3". Includes trimming all fence lines and edging of all curb lines and pavement edge within the mowing boundaries. Includes pickup of all trash and debris within the mowing boundaries prior to each mowing. BID ALTERNATE #2 - County Road Mowing BID ALTERNATE #3 - FACILITIES Bid Results This bid item is for a per-acre price of the following scope: This bid item is for a per-acre price of the following scope: This bid item is for a per-acre price of the following scope: BID ALTERNATE #1 2021 - 0023 - Page 1 Item No. 8.d. City Council Agenda Staff Report Meeting Date: 7/11/2023 Staff Contact: AGENDA ITEM: Discuss or deliberate personnel matters (Tex. Gov’t Code §551.074). Boards and Commissions SUMMARY: FINANCIAL IMPACT: BACKGROUND: STRATEGIC CONNECTIONS: ATTACHMENTS: