HomeMy WebLinkAboutRes 13-09 Adopting an Economic Development Agreement with Centurion for Granada10
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TOWN OF WESTLAKE
RESOLUTION 13-09
A RESOLUTION BY THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, APPROVING AN ECONOMIC DEVELOPMENT AGREEMENT WITH
CENTURION, INC. (CENTURION) RELATED TO CENTURION'S DEVELOPMENT
KNOWN AS GRANADA
WHEREAS, the Town of Westlake is experiencing planned growth through the
attraction of economic development projects such as Fidelity Investments and Deloitte
University, residential developments such as Vaquero, Glenwyck Farms, and Terra Bella, which
are consistent with the Town's Comprehensive Plan, as well as enrollment growth at Westlake
Academy and growth in the area in general, all of which contribute to demand for improvements
to Westlake's infrastructure and public buildings, and
WHEREAS, the Town of Westlake (Town) and Centurion, Inc. (Centurion) desire to
entire enter into a partnership to continue this planed growth through economic development
projects implemented by means of Centurion facilitating the investment of an estimated $100 in
single family detached residential development known as Granada in the Town, with significant
privately maintained and publicly accessible amenities, and the Town facilitating this
development with certain public investment in FM 1938 streetscape improvements per its
economic development policies, and
WHEREAS, the Town has an economic development policy adopted by Resolution 06-
19 and that this proposed economic development agreement with the Centurion meets those
policy guidelines, and meets the requirements of State law for municipalities to grant 380
economic development grants to businesses developing in their boundaries; and
WHEREAS, the Town Council finds that the passage of this Resolution is in the best
interest of the citizens of Westlake.
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN
OF WESTLAKE, TEXAS:
SECTION 1: THAT, all matters stated in the Recitals hereinabove are found to be true
and correct and are incorporated herein by reference as if copied in their entirety.
SECTION 2: THAT, the Town Council of the Town of Westlake, Texas, hereby
approves the Economic Development Grant Agreement with Centurion attached hereto as
Exhibit "A"; and further authorizes the Town Manager to execute said agreement on behalf of
the Town of Westlake.
F=ILED AS RECENED
Resolution 13-09
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SECTION 3: If any portion of this Resolution shall, for any reason, be declared invalid
by any court of competent jurisdiction, such invalidity shall not affect the remaining provisions
hereof and the Council hereby determines that it would have adopted this Resolution without the
invalid provision.
SECTION 4: That this resolution shall become effective from and after its date of
passage.
PASSED AND APPROVED ON THIS 25TH DAY OF FEBRUARY, 2013.
ATTEST:
ffil IUT�y
KeO EdwarcQ, Town Secretary
Laura Wheat, Mayor
• r
•
Resolution 13-09
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ECONOMIC DEVELOPMENT PROGRAM AGREEMENT
This ECONOMIC DEVELOPMENT PROGRAM AGREEMENT ("Agreement") is
entered into by and between the TOWN OF WESTLAKE, TEXAS (the "Town"), a
Type -A general law municipal corporation organized under the laws of the State of
Texas, and MAGUIRE PARTNERS-SOLANA LAND, L.P., A Texas limited
partnership, (the "Partnership") The Partnership, for the purposes and considerations
stated below.
Section 1. RECITALS
The Town and the Partnership hereby agree that the following statements are true and
correct and constitute the basis upon which the Town and The Partnership have entered
into this Agreement:
A. The Town has concluded that this Agreement is authorized by Chapter
380 of the Texas Local Government Code, Article III, Section 52(a) of the
Texas Constitution and is authorized by Resolution No. 06-19, adopted by
the Town Council on May 8, 2006, attached hereto as Exhibit "A" and
hereby made a part of this Agreement for all purposes, in which the Town
has established an Economic Development Incentive Policy and program
pursuant to which the Town will, on a case-by-case basis, offer economic
incentive packages that include monetary loans and grants of public
money, as well as the provision of personnel and services of the Town, to
businesses and entities that the Town Council determines will promote
local economic development and stimulate business and commercial
activity in the Town in return for verifiable commitments from such
businesses or entities to cause specific infrastructure, employment and
other public benefits to be made or invested in the Town (the "380
Program").
B. The Partnership is the owner of an approximately 84.28 acre tract in
Planned Development PD 1-3 (the "Development"), generally located on
the east side of FM 1938, south of Solana Blvd. and north of Dove Rd.
shown on Exhibit `B" attached hereto and referred to herein as "Granada"
C. The Town Council finds and determines that the Development proposed
by the Partnership will promote economic development and stimulate
business and commercial activity consistent with the 380 Program and that
the development will significantly expand the local tax base, enhance the
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local economy and provide positive growth and additional revenue to
Westlake Academy.
NOW, THEREFORE, in consideration of the mutual benefits and promises
contained herein and for other good and valuable consideration, the receipt and
sufficiency of which is hereby acknowledged, the Parties agree as follows:
Section 2. DEFINITIONS
In addition to terms defined in the body of this Agreement, the following terms shall have
the definitions ascribed to them as follows:
Affiliate shall mean all entities, incorporated or otherwise, under common control
with, controlled by or controlling the Partnership. For purposes of this definition,
"control" means fifty percent (50%) or more of the ownership determined by either value
or vote.
Concept Plan shall mean a Planned Development (PD) Concept Plan completed
by the Partnership in compliance with Section 102-266 of the Town Code of Ordinances
and adopted by the Town Council.
Developer shall mean the Partnership and/or its Affiliates.
Development shall have the meaning ascribed to it in Section 1. B.
Effective Date shall have meaning ascribed to it in Section 3 of this Agreement.
Granada means the single family detached residential development depicted in
Exhibit B, and described in Section 1.13, consisting of 84 single family residential
detached homes with a combined estimated minimum value of $100,800,000 which are
situated on lot sizes each with no less than 23,517 square feet and with average lot size of
30,425 square feet and having a density of approximately .91 du/ac.
Partnership has the meaning ascribed to it in the preamble of this Agreement.
Program Resources means the annual allowable economic development programs,
resources, buildings, and efforts, approved and provided solely by the Town, to The
Partnership in accordance with this Agreement as part of the Town's 380 Program.
These may include, but shall not be limited to provision of economic development
incentive tools as allowed by law.
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Section 3. AGREEMENT — INCORPORATION OF RECITIALS
The Town Council has found at a duly -called and legally -noticed public meeting through
the adoption of Town Resolution No. 13-09, attached hereto as Exhibit "C" and hereby
made a part of this Agreement for all purposes, and the Town and the Partnership and its
Affiliates hereby agree, that the recitals set forth above are incorporated herein and true
and correct and form the basis upon which the Parties have entered into this Agreement.
Section 4. TERM
This Agreement shall be effective as of the date of execution by the Parties (the
"Effective Date") and, unless terminated earlier in accordance with this Agreement, shall
be effective as long as there are outstanding obligations by either party (Town and/or The
Partnership) as contained in this Agreement.
Section 5. TOWN AND THE PARTNERSHIP'S OBLIGATIONS AND
COMMITMENTS
5.1. Required Improvements - Description of the Mutual Obligations of the
Parties.
In order to increase and enhance the local tax base and local economy in
the Town, and to maximize the economic benefits of the Development, the
Partnership intends to construct approximately $100,800,000 in taxable
value resulting in an estimated taxable value of $100,800,000 in PD 1-3.
In exchange, the Town will consider the use of Program Resources
specifically approved by the Town to reimburse the Partnership for actual
expenses not to exceed $1,400,000 for streetscape improvements abutting
Dove Rd and the east side of FM 1938/Davis Blvd. which improvements
shall be in compliance with the FM 1938/Davis Blvd. Streetscape Plan
prepared by Schrickel Rollins and adopted by the Town Council attached
hereto as Exhibit D.
5.2. Required Improvements - The Partnership's Specific Obligations.
(a) In exchange for the Town's consideration of offering Program
Resources, the Partnership agrees to pay to the Town the sum of
$10,000 for each residential lot depicted on the approved Concept Plan
for Granada which shall be used for the benefit of the Westlake
Academy. The amount of payment will be calculated by multiplying
the number of lots depicted on each approved final plat by $10,000
and shall be due and payable to the Town prior to the signing of the
final plat with said date for signing of the final plat not occurring more
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than thirty (30 calendar days after the final plat is approved by the
Town.
(b) The Partnership shall pay, based upon a mutually agreed upon traffic
study conducted at the Partnership's cost, a pro -rata portion of the cost
of design and construction of a traffic signal at FM 1938/Davis Blvd
and Solana Blvd. which cost shall be described in a future Developer
Agreement with said Developer Agreement agreed to per terms
acceptable to the Town by the Partnership prior to filing of the
preliminary plat for Granada for consideration by the Town.
(c) The Partnership shall pay, based upon a mutually agreed upon traffic
study conducted at the Partnership's cost, a pro -rata portion of the cost
of design and construction of a share of the cost for the improvement
of Solana Blvd, which shall be described in a future Developer
Agreement with said Developer Agreement agreed to by the
Partnership per terms acceptable to the Town prior to filing of the
preliminary plat for Granada for consideration by the Town. The
Partnership or its agents or assigns approved by the Town shall
perpetually maintain all irrigation, landscaping, sidewalks, trails, water
features, and all other improvements that occur on all four perimeters
of the Development as defined from (i) the east curb of FM
1938/Davis Blvd to the masonry wall separating private property
abutting FM 1938/Davis Blvd., (ii) the north curb of Dove Rd. to the
wall and/or fencing separating private property abutting Dove Rd., (iii)
the east Development boundary to the wall and/or fence separating
private property abutting the eastern Development property boundary
and (iv) the southern curb of Solana Blvd to the wall and/or fence
separating private property abutting Solana Blvd. All trails, as shown
on the concept plan, whether built on public right-of-way or
developer's property, will be publicly accessible and privately
maintained and shall be platted as public access easements.
(d) The Partnership shall reimburse the Town for actual costs of legal
and/or consulting fees incurred by the Town related to the preparation
and review of this Agreement, and all other related documents deemed
necessary by the Town related to the Development and such payments
are due and payable by the Partnership upon receipt.
5.3. Required Improvements - Town of Westlake Specific Obligations
(a) Contingent upon the Partnership fully funding its commitments for any
improvements stipulated in the Town approved Development
Agreement described in Section 5.2.(a), (b), and (c) of this Agreement,
the Town shall reimburse actual design and construction expenses as
approved by the Town Manager or his designee, not to exceed
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$1,400,000 for streetscape improvements abutting the north side of
Dove Rd. and the east side of FM 1938/Davis Blvd. which
improvements shall be in compliance with the FM 1938/Davis Blvd.
Streetscape Plan prepared by Schrickel Rollins (SRA) and adopted by
the Town Council attached hereto as Exhibit D. Construction plans for
streetscape improvements shall be approved by the Town Manager or
his designee prior to the Partnership beginning construction. The
streetscape improvement reimbursement by the Town shall be actual
cost, not to exceed $1,400,000, and shall occur following the final
completion of all streetscape improvements and acceptance by the
Town Engineer with the Town being provided documentation it deems
adequate by the Partnership supporting this cost reimbursement.
Construction of streetscape improvements shall begin within 60
calendar days of final approval of the streetscape improvement plan
and shall be submitted with the Concept Plan as described in Section
102-266 of the Town's Code of Ordinances. Completion of
construction of streetscape improvements shall be completed within
one (1) year following approval of streetscape construction plans by
the Town.
(b) Because of the significant privately owned and maintained open space
provided by the Partnership for this Development as shown on the
Granada Concept Plan (attached as Exhibit B to this Agreement), the
Town agrees to waive its park land dedication fees due and payable for
Granada.
Section 6. DEFAULT, TERMINATION AND FAILURE BY THE
PARTNERSHIP TO MEET VARIOUS DEADLINES AND
COMMITMENTS.
6.1. Failure to Pay Town Taxes or Fees
An event of default shall occur under this Agreement if any legally -
imposed Town taxes or fees owed on, or generated by the Development
become delinquent and the Partnership or the Affiliate does not either pay
such taxes or follow the legal procedures for protest and/or contest of any
such taxes. In this event, the Town shall notify the Partnership in writing
and the Partnership shall have sixty (60) calendar days to cure such
default. If the default has not been fully cured by such time, the Town
shall have the right to terminate this Agreement immediately by providing
written notice to the Partnership and shall have all other rights and
remedies that may be available to it under the law or in equity.
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6.2. Violations of Town Code, State or Federal Law
An event of default shall occur under this Agreement if any written
citation is issued to the Partnership or an Affiliate due to the occurrence of
a violation of a material provision of the Town Code in the Development
(including, without limitation, any violation of the Town's Building or
Fire Codes, and any other Town Code violations related to the
environmental condition of the Development, or to matters concerning the
public health, safety or welfare) and such citation is not paid or the
recipient of such citation does not properly follow the legal procedures for
protest and/or contest of any such citation. An event of default shall occur
under this Agreement if the Town is notified by a governmental agency or
unit with appropriate jurisdiction that the Partnership or an Affiliate, or
any successor in interest thereto or any third party with access to the
Development pursuant to the express or implied permission of the
Partnership or an Affiliate, or any a successor in interest thereto, is in
violation of any material state or federal law, rule or regulation on account
of the Development, improvements in the Development or any operations
thereon (including, without limitation, any violations related to the
environmental condition of the Development; the environmental condition
on other land or waters which is attributable to operations of the
Development; or to matters concerning the public health, safety or
welfare). Upon the occurrence of such default, the Town shall notify the
Partnership in writing and the Partnership shall have (i) thirty (30)
calendar days to cure such default or (ii) if the Partnership has diligently
pursued cure of the default but such default is not reasonably curable
within thirty (30) calendar days, then such amount of time that the Town
reasonably agrees is necessary to cure such default. If the default has not
been fully cured by such time, the Town shall have the right to terminate
this Agreement immediately by providing written notice to the Partnership
and shall have all other rights and remedies that may be available to under
the law or in equity.
6.3. General Breach
Unless stated elsewhere in this Agreement, the Partnership shall be in
default under this Agreement if the Partnership breaches any term or
condition of this Agreement. In the event that such breach remains
uncured after thirty (30) calendar days following receipt of written notice
from the Town referencing this Agreement (or, if the Partnership has
diligently and continuously attempted to cure following receipt of such
written notice but reasonably requires more than thirty (30) calendar days
to cure, then such additional amount of time as is reasonably necessary to
effect cure, as determined by both Parties mutually and in good faith), the
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Town shall have the right to terminate this Agreement immediately by
providing written notice to the Partnership.
Section 7. NO INDEPENDENT CONTRACTOR OR AGENCY
RELATIONSHIP
It is expressly understood and agreed that the Partnership shall not operate
as an independent contractor or as an agent, representative or employee of
the Town. The Partnership shall have the exclusive right to control all
details and day-to-day operations relative to its operations and obligations
that it is required to perform under the Agreement and shall be solely
responsible for the acts and omissions of its officers, agents, servants,
employees, contractors, subcontractors, licensees and invitees. The
Partnership acknowledges that the doctrine of respondeat superior will not
apply as between the Town and the Partnership, its officers, agents,
servants, employees, contractors, subcontractors, licensees, and invitees.
The Partnership further agrees that nothing in this Agreement will be
construed as the creation of a partnership or joint enterprise between the
Town and the Partnership.
Section 8. INDEMNIFICATION
THE PARTNERSHIP, AT NO COST OR LIABILITY TO THE TOWN,
AGREES TO DEFEND, INDEMNIFY AND HOLD THE TOWN, ITS
OFFICERS, ELECTED AND APPOINTED OFFICIALS, AGENTS,
ATTORNEYS, SERVANTS AND EMPLOYEES, HARMLESS
AGAINST ANY AND ALL CLAIMS, LAWSUITS, ACTIONS, COSTS
AND EXPENSES OF ANY KIND, INCL UDING, BUT NOT LIMITED
TO, THOSE FOR PROPERTY DAMAGE OR LOSS (INCL UDING
ALLEGED DAMAGE OR LOSS TO THE PARTNERSHIP'
BUSINESS AND ANY RESULTING LOST PROFITS) AND/OR
PERSONAL INJURY, INCL UDING DEATH, THAT MAY RELATE
TO, ARISE OUT OF OR BE OCCASIONED BY (i) THE
PARTNERSHIP' BREACH OF ANY OF THE TERMS OR
PROVISIONS OF THIS AGREEMENT, OR (ii) ANY ACT OR
OMISSION OR INTENTIONAL MISCONDUCT OF THE
PARTNERSHIP, ITS OFFICERS, AGENTS, ASSOCIATES,
EMPLOYEES, CONTRACTORS (OTHER THAN THE TOWN, OR
ITS EMPLOYEES, OFFICERS, AGENTS, ASSOCIATES,
CONTRACTORS OR SUBCONTRACTS), OR SUBCONTRACTORS
DUE OR RELATED TO, FROM, OR ARISING FROM OPERATION
AND CONDUCT OF ITS OPERATIONS AND OBLIGATIONS OR
OTHERWISE TO THE PERFORMANCE OF THIS AGREEMENT.
Section 9. NOTICES.
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All written notices called for or required by this Agreement shall be
addressed to the following, or such other party or address as either party
designates in writing, by certified mail, postage prepaid, or by hand
delivery:
Town: The Partnership American:
Town of Westlake
Attn: Town Manager
3 Village Circle, #202
Westlake, Texas 76262
With Copies to (which shall not
constitute notice):
Boyle & Lowry, L.L.P.
Attn: L. Stanton Lowry
4201 Wingren Dr., Suite 108
Irving, Texas 75062
Section 10. ASSIGNMENT AND SUCCESSORS
The Partnership may at any time assign, transfer or otherwise convey any
of its rights or obligations under this Agreement to an Affiliate without the
approval of the Town so long as The Partnership, the Affiliate and the
Town first execute an agreement approved by the Town Council of the
Town under which the Affiliate agrees to assume and be bound by all
covenants and obligations of The Partnership under this Agreement.
Otherwise, The Partnership may not assign, transfer or otherwise convey
any of its rights or obligations under this Agreement to any other person or
entity without the prior consent of the Town Council, which said consent
may be withheld at the Town's sole discretion, conditioned on (i) the prior
approval of the assignee or successor and a finding by the Town Council
that the proposed assignee or successor is financially capable of meeting the
terms and conditions of this Agreement and (ii) prior execution by the
proposed assignee or successor of a written agreement with the Town under
which the proposed assignee or successor agrees to assume and be bound by
all covenants and obligations of The Partnership under this Agreement.
Any attempted assignment without the Town Council's prior consent shall
constitute a breach and be grounds for termination of this Agreement and
following receipt of written notice from the Town to The Partnership. Any
lawful assignee or successor in interest of The Partnership of all rights under
this Agreement shall be deemed "The Partnership" for all purposes under
this Agreement.
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Section 11. COMPLIANCE WITH LAWS, ORDINANCES, RULES AND
REGULATIONS
This Agreement will be subject to all applicable Federal, State and local
laws, ordinances, rules and regulations, including, but not limited to, all
provisions of the Town's codes and ordinances, as amended.
Section 12. GOVERNMENTAL POWERS
It is understood that by execution of this Agreement, the Town does not
waive or surrender any of it governmental powers or immunities that are
outside of the terms, obligations, and conditions of this Agreement.
Section 13. NO WAIVER
The failure of either party to insist upon the performance of any term or
provision of this Agreement or to exercise any right granted hereunder
shall not constitute a waiver of that party's right to insist upon appropriate
performance or to assert any such right on any future occasion.
Section 14. VENUE AND JURISDICTION
If any action, whether real or asserted, at law or in equity, arises on the
basis of any provision of this Agreement, venue for such action shall lie in
state courts located in Tarrant County, Texas or the United States District
Court for the Northern District of Texas — Fort Worth Division. This
Agreement shall be construed in accordance with the laws of the State of
Texas.
Section 15. NO THIRD PARTY RIGHTS
The provisions and conditions of this Agreement are solely for the benefit
of the Town and The Partnership, and any lawful assign or successor of
The Partnership, and are not intended to create any rights, contractual or
otherwise, to any other person or entity.
Section 16. FORCE MAJEURE
It is expressly understood and agreed by the Parties to this Agreement that
if the performance of any obligation hereunder, other than those
obligations contained in Sections 5.2.a of this Agreement, is delayed by
reason of war, civil commotion, acts of God, inclement weather that
prohibits compliance with any portion of this Agreement, or other
circumstances which are reasonably beyond the control or knowledge of
Page 9 of 15
the party obligated or permitted under the terms of this Agreement to do or
perform the same, regardless of whether any such circumstance is similar
to any of those enumerated or not, the party so obligated or permitted shall
be excused from doing or performing the same during such period of
delay, so that the time period applicable to such requirement shall be
extended for a period of time equal to the period such party was delayed.
Section 17. INTERPRETATION
In the event of any dispute over the meaning or application of any
provision of this Agreement, this Agreement shall be interpreted fairly and
reasonably, and neither more strongly for or against any party, regardless
of the actual drafter of this Agreement.
Section 18. SEVERABILITY CLAUSE.
It is hereby declared to be the intention of the Parties that sections,
paragraphs, clauses and phrases of this Agreement are severable, and if
any phrase, clause, sentence, paragraph or section of this Agreement shall
be declared unconstitutional or illegal by the valid judgment or decree of
any court of competent jurisdiction, such unconstitutionality or illegality
shall not affect any of the remaining phrases, clauses, sentences,
paragraphs or sections of this Agreement since the same would have been
executed by the Parties without the incorporation in this Agreement of any
such unconstitutional phrase, clause, sentence, paragraph or section. It is
the intent of the Parties to provide the economic incentives contained in
this Agreement by all lawful means.
Section 19. CAPTIONS
Captions and headings used in this Agreement are for reference purposes
only and shall not be deemed a part of this Agreement.
Section 20. ENTIRETY OF AGREEMENT
This Agreement, including any exhibits attached hereto and any
documents incorporated herein by reference, contains the entire
understanding and agreement between the Town and The Partnership, and
any lawful assign and successor of The Partnership, as to the matters
contained herein. Any prior or contemporaneous oral or written
agreement is hereby declared null and void to the extent in conflict with
any provision of this Agreement. Notwithstanding anything to the
contrary herein, this Agreement shall not be amended unless executed in
writing by both parties and approved by the Town Council of the Town in
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an open meeting held in accordance with Chapter 551 of the Texas
Government Code.
Section 21. COUNTERPARTS
This Agreement may be executed in multiple counterparts, each of which
shall be considered an original, but all of which shall constitute one
instrument.
EXECUTED as of the last date indicated below:
TOWN OF WESTLAKE:
By: �h
Thomas E. Brymer
Town Manager
Date: '4k• a 2013
APPROVED AS TO FORM'AND LEGALITY:
LOIN
E-Kariton Low
Town Attorney
MAGUIRE PARTNERS-SOLANA
LAND, L.P.
By: MMM Ventures, LLC, it general
partner
By: 2M Ventures, LLC, its manager
By: ;-;-`
Medrdad Moayedi
Manager
Date:
EXHIBITS
"A" — Town of Westlake Resolution No. 06-19
"B" — Granada subdivision boundary description and concept plan map
"C" - Town of Westlake Resolution No. 13-09
"D" Town adopted FM 1938/Davis Blvd. Streetscape Plan
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Exhibit "A" — Town of Westlake Resolution No. 06-19
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TOWN OF WESTLAKE
RESOLUTION NO. 06-19
A RESOLUTION OF THE BOARD OF ALDERMEN OF THE TOWN OF WESTLAKE,
TEXAS, ADOPTING AN ECONOMIC DEVELOPMENT INCENTIVE POLICY.
WHEREAS, the Town of Westlake, Texas, relies upon the generation of Sales and Use
Taxes for basic city operations; and
WHEREAS, the Town of Westlake aggressively pursues sales tax producing enterprises
that meet the Town's high development standards; and
WHEREAS, Chapter 312 of the Texas Tax Code requires that guidelines and criteria be
adopted by the Board of Aldermen before entering into any Economic Development Agreement
that provides reimbursement of taxes; and
WHEREAS, Chapter 380 of the Texas Local Government Code allows the Board of
Aldermen to create policies for economic development and any related grants or incentives.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF ALDERMEN OF THE
TOWN OF WESTLAKE, TEXAS:
SECTION l: The above findings are hereby found to be true and correct and are
incorporated herein in its entirety.
SECTION 2: The Board of Aldermen of the Town of Westlake, Texas, adopts the
attached Exhibit A, Town of Westlake Economic Development Incentive Policy and directs the
Town Manager to immediately submit an Economic Development Agreement to the Board of
Aldermen consistent with the terms of this policy.
PASSED AND APPROVED ON THIS 8th DAY OF MAY, 2006.
ATTEST:
Scott Bradfey, Mayor
T an Dwinnell, To -.;,n Secretary
APPRO F RM:
e
L. nton o o Attorncy
Trent O. Petty, n Manager
IV, 01M.-
Town
r •
Town of Westlake
Economic Development Incentive Policy
Section I. General Purpose and Objectives
The Town of Westlake, Texas, ("Town") is committed to the promotion and retention of
high quality development in all parts of the Town as part of an overall effort to improve
the quality of life for its residents. Since these objectives can be served, in part, by the
expansion of its commercial business, retail, and mixed use base, the Town will, on a
case-by-case basis, give consideration to providing tax abatements, economic
development grants, loans, and other incentives (collectively referred to as "Incentives")
as may be allowed by law as stimulation for selected economic development within the
community. It is the policy of the Town that consideration will be provided in
accordance with the criteria set forth in this document. Nothing within this policy shall
imply or suggest that the Town is under any obligation to provide Incentives to any
applicant. All applicants ("Applicants") for any Incentives shall be considered on a case-
by-case basis.
Section II. Applicability
This Economic Development Incentive Policy (the "Policy") establishes guidelines and
criteria for Incentives as allowed for by the provisions of Chapter 312 of the Texas Tax
Code, and other economic grants, loans, or incentives as authorized by Chapter 380 of the
Texas Local Government Code, the Development Corporation Act, Article 5190.6, Tex.
Rev. Civ. Stat., Article III, Section 52-a of the Texas Constitution, and other applicable
laws. Any Incentive approved by the Toum's Board of Aldermen (`Board of Alden -nen")
pursuant to the Policy must be memorialized in an agreement to be executed and
approved by the Town and applicant (the "Incentive Agreement').
Section III. Tax Abatement Criteria
A. Any application for tax abatement shall be reviewed and approved or disapproved
by the Board of Aldermen and, if applicable, consider the recommendations of the
Westlake Development Corporation and/or the Westlake 4A Corporation. In general, the
application will be considered based upon the following:
The `value added' to the community by the Applicant's proposed project;
The likelihood of the development of the proposed project without
abatements;
The comparison of the use of abatements versus the use of other potential
incentives.
B. Specific considerations for approving tax abatement applications will be based
upon the degree to which the proposed project:
• Furthers the goals and objectives of the Town as expressed in the Town's
Comprehensive Plan, Planned Development District Ordinances, and
infrastructure plans;
• Impacts the Town's costs and ability to provide municipal services;
• Impacts the local environment, housing market, and available infrastructure;
• Offers potential for long term payback in tax and/or other revenues for the
Town's investment;
• Potentially stimulates other desirable economic development within the Town.
C. Term of the Abatement — A tax abatement may be granted for a maximum of ten
years. The term of the abatement may be granted for a lesser number of years depending
upon the anticipated `value added' to the Town.
Section IV. Value of the Project
The amount of the Incentive will be determined by the Board of Aldermen based upon
the merits of the economic development project (the "Project'), including, but not limited
to, the factors referenced in paragraph III. B. (above) and the following specific economic
considerations:
• total capital investment;
• added employment;
• generation of other tax revenues.
Incentives may be granted only for the additional value of eligible property
improvements described in the Project and listed in the executed tax abatement
agreement. Target thresholds are established as expected qualifying levels for abatement
consideration as indicated in paragraphs A and B as follows:
A. For New Businesses or Development - The Project must be reasonably expected
to produce an added value of five million dollars ($5,000,000) in real and personal
property improvements within the Town of Westlake; or to create a minimum of 200 full-
time jobs, or to generate annual sales tax revenues to the Town of at least $100,000.
B. For Expansion or Modernization of Existing Businesses or Development — The
Project must be reasonably expected to produce an added value of two million dollars
($2,000,000) in real and personal property improvements within the Town, or to create a
minimum of 100 full time jobs, or to generate additional annual sales tax revenues to the
Town of at least $50,000.
Section V. Inspection, Verification and Incentive Modification
"Che terms of an Incentive Agreement shall include the Tow-n's right to:
2
(a) require the submission of an annual certification of compliance for the property
receiving an Incentive; (b) conduct an on-site inspection of the project in each year
during the life of the Incentive to verify compliance with the terms of the Agreement and
the Policy; and (c) reduce or eliminate the Incentive if the applicant has failed to comply
with the requirements of the Incentive Agreement.
Section VI. Evaluation
Upon completion of the Project, the Town shall no less than annually evaluate each
Project receiving an abatement to insure compliance with the terms of the agreement.
Any incidents of non-compliance will be reported to all affected taxing units.
Section VII. Severahility and Limitation
In the event that any section, clause, sentence, paragraph or any part of this Policy shall,
for any reason, be adjudged by any court of competent jurisdiction to be invalid, such
invalidity shall not affect, impair, or invalidate the remainder of the guidelines and
criteria in this Policy.
Section VIII. Expiration and Modification
This Policy is effective upon the date of its adoption and will remain in force for two
years, at which time Incentive Agreements created pursuant to its provisions will be
reviewed by the Board of Aldermen to determine whether the objectives of the Policy are
being achieved. Based upon that review, this Policy may be modified, renewed or
eliminated. However, any Incentive Contracts created pursuant to this Policy will remain
in effect according to their respective terms without regard to any change to this Policy
unless mutually agreed by the parties.
Section IX. Economic Development Grants, Loans, and Other Incentives
A. Any application for economic development grants, loans, and other incentives
shall be reviewed and approved'or disapproved by the Board of Aldermen. In the review
process, the Board of Aldermen will, if applicable, consider the recommendations of the
Westlake Development Corporation and/or the Westlake 4A Corporation. Any such
economic development grants, loans, and other incentives may come from any one or
combination of the following:
Grants or loans as authorized by Chapter 380 of the Texas Local Government
Code;
• The general Sales and Use taxes of the Town;
Sales and Use taxes collected pursuant to section 4A and/or 4B of Article
5190.6, Tex. Rev. Civ. Stat.; and/or
Any other lawful source of revenue of the Town including, but not limited to,
bond or other debt financing which further the purpose of economic
development.
B. To be eligible to apply and qualify for consideration of any grants, loans, and
other incentives under this Section, the applicant must submit documentation, and enter
into an Incentive Agreement, which indicates the specific details of the Project and
compliance with the Policy.
HABoyle-Lowr}AWest Lake\wl-agreements\wl-agr econ dev inc policy.doc
"B" — Granada Subdivision Map and Concept Plan -
Page 13 of 15
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1
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LEGAL DESCRIPTION
TRACT 2A 84.28 Acres
BEING a tract of land situated in the C.M. Throop Survey, Abstract No. 1510, the W. Medlin Survey,
Abstract No. 1958, Tarrant County, Texas and being a portion of Tract 2 as described in the Special
Warranty Deed to MAGUIRE PARTNERS—SOLANA LAND, L.P. as recorded in Volume 16858, Page 176 of
the Deed Records of Tarrant County, Texas and being more particularly described as follows:
BEGINNING at a 5/8 inch iron rod found with "Huitt-Zollars" cap at the southwest corner of Lot 1, Block
3, Westla ke/South lake Park Addition No. 1, an addition of the Town of Westlake, Texas as recorded in
Volume 388-214, Page 78 of the Plat Records of Tarrant County, Texas;
THENCE North 89 degrees 57 minutes 44 seconds West a distance of 200.93 feet to a point for corner
from which a 1 inch iron rod found bears North 59 degrees 11 minutes 44 seconds West a distance of
0.35 feet;
THENCE North 00 degrees 20 minutes 49 seconds West a distance of 45.01 feet to a 5/8 inch iron rod
found with cap stamped "Huitt-Zollars";
THENCE North 89 degrees 39 minutes 10 seconds West a distance of 462.17 feet to a 1/2 inch iron rod
found with Graham cap on the northerly right-of-way line of Dove Road as described in Dedication Deed
to the Town of Westlake as recorded under Instrument No. D208427746, Deed Records of Tarrant
County, Texas;
THENCE along the northerly right-of-way line of Dove Road the following:
North 00 degrees 19 minutes 57 seconds West a distance of 22.57 feet to a 1/2 inch iron rod found with
Graham cap;
North 89 degrees 24 minutes 50 seconds West a distance of 790.52 feet to a 1/2 inch iron rod found
with Graham cap at the beginning of a non -tangent curve to the right having a central angle of 09
degrees 15 minutes 02 seconds, a radius of 1,047.14 feet and being subtended by a chord which bears
North 84 degrees 42 minutes 50 seconds West a distance of 168.88 feet;
Along said curve to the right an arc distance of 169.06 feet to a 5/8 inch iron rod set with Huitt-Zollars
cap at the end of said curve;
North 80 degrees 10 minutes 28 seconds West a distance of 36.09 feet to a 1/2 inch iron rod found with
Graham cap at the beginning of a non -tangent curve to the right having a central angle of 08 degrees 51
minutes 19 seconds, a radius of 154.38 feet and being subtended by a chord which bears North 39
degrees 37 minutes 29 seconds West a distance of 23.84 feet;
Along said curve to the right an arc distance of 23.86 feet to a 5/8 inch iron rod set with Huitt-Zollars cap
at the end of said curve, said point being on the easterly right-of-way line of Precinct Line Road as
described in said Dedication Deed to the Town of Westlake and being the beginning of a non -tangent
curve to the left having a central angle of 08 degrees 26 minutes 37 seconds, a radius of 1,782.50 feet
and being subtended by a chord which bears North 04 degrees 17 minutes 41 seconds East a distance of
262.45 feet,
Thence along the easterly right-of-way line of Precinct Line Road, the following:
Along said curve to the left an arc distance of 262.68 feet to a %2 inch iron rod found with Graham cap at
the end of said curve;
North 00 degrees 07 minutes 18 seconds East a distance of 1,301.73 feet to % inch iron rod found with
Graham cap at the beginning of non -tangent curve to the right having a central angle of 35 degrees 56
minutes 14 seconds, a radius of 1,267.50 feet and being subtended by a chord which bears North 18
degrees 08 minutes 14 seconds East a distance of 782.04 feet;
Along said curve to the right an arc distance of 795.01 feet to a % inch iron rod found with Graham cap
at the end of said curve;
North 36 degrees 04 minutes 07 seconds East a distance of 138.75 feet to % inch iron rod found with
Graham cap at the beginning of a non -tangent curve to the right having a central angle of 06 degrees 53
minutes 02 seconds, a radius of 49.50 feet and being subtended by a chord which bears North 39
degrees 28 minutes 33 seconds East a distance of 50.37 feet;
Along said curve to the right an arc distance of 50.40 feet to a % inch iron rod found with Graham cap at
the end of said curve;
North 43 degrees 01 minutes 31 seconds a distance of 59.51 feet to a % inch iron rod found with
Graham cap at the beginning of a non -tangent curve to the left having a central angle of 06 degrees 52
minutes 41 seconds, a radius of 255.50 feet and being subtended by a chord which bears North 39
degrees 28 minutes 33 seconds East a distance of 30.65 feet;
Along said curve to the left an arc distance of 30.67 feet to a 5/8 inch iron rod set with Huitt-Zollars cap
at the end of curve;
North 36 degrees 03 minutes 35 East a distance of 329.53 feet to a % inch rod found with Graham cap;
North 81 degrees 03 minutes 49 seconds East a distance of 21.21 feet to a % inch iron rod found with
Graham cap, said point being on the southerly right-of-way line of Kirkwood Boulevard as described in
said Dedication Deed to the Town of Westlake;
THENCE along the southerly right-of-way line of Kirkwood Boulevard, the following;
South 54 degrees 05 minutes 31 seconds East a distance of 123.12 feet to a % inch iron rod found with
Graham cap at the beginning of a non -tangent curve to the right having a central angle of 46 degrees 48
minutes 17 seconds, a radius of 735.60 feet and being subtended by a chord which bears South 30
degrees 31 minutes 48 seconds East a distance of 584.34 feet;
Along said curve to the right an arc distance of 600.91 feet to a % inch iron rod found with Graham cap
at the end of said curve;
South 07 degrees 14 minutes 24 seconds East a distance of 2.72 feet to a % inch iron rod found with
Graham cap at the beginning of a non -tangent curve to the left having a central angle of 44 degrees 45
minutes 39 seconds, a radius of 932.50 feet and being subtended by a chord which bears South 29
degrees 29 minutes 44 seconds East a distance of 710.11 feet;
Along said curve to the left an arc distance of 728.49 feet to a % inch iron rod found with Graham cap at
the end of said curve;
South 51 degrees 46 minutes 54 seconds East a distance of 230.66 feet to a % inch iron rod found at the
beginning of a non -tangent curve to the right having a central angle of 19 degrees 15 minutes 50
seconds, a radius of 400.00 feet and being subtended by a chord which bears South 42 degrees 14
minutes 31 seconds East a distance of 133.86 feet;
Along said curve to the right an arc distance of 134.49 feet to a % inch iron rod found with Huitt-Zollars
cap at the end of said curve;
THENCE departing the southerly right-of-way line of Kirkwood Boulevard, South 00 degrees 00 minutes
00 seconds East a distance of 1475.04 feet to the POINT OF BEGINNING and containing 84.28 acres of
land, more or less.
Exhibit "C"
Town of Westlake Resolution No. 13-09
Page 14 of 15
Exhibit "D"
Town of Westlake FM 1938/Davis Blvd Streetscape Plan
Page 15 of 15
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M
MARY LOUISE GARCIA
COUNTY CLERK
TOWN OF WESTLAKE
3 VILLAGE CIRCLE #202
WESTLAKE, TX 76262
Submitter: TOWN OF WESTLAKE
100 West Weatherford Fort Worth, TX 76196-0401
PHONE (817) 884-1195
DO NOT DESTROY
WARNING - THIS IS PART OF THE OFFICIAL RECORD.
Filed For Registration: 6/20/2013 11:59 AM
Instrument #: D213159592
OPR 61
D213159592
PGS $252.00
ANY PROVISION WHICH RESTRICTS THE SALE, RENTAL OR USE OF THE DESCRIBED REAL PROPERTY
BECAUSE OF COLOR OR RACE IS INVALID AND UNENFORCEABLE UNDER FEDERAL LAW.