HomeMy WebLinkAbout08-23-21 Joint TC BOT Agenda Packet TOWN OF WESTLAKE TOWN COUNCIL AND WESTLAKE
ACADEMY BOARD OF TRUSTEES )OINT MEETING AGENDA
1500 SOLANA BLVD, BUILDING 7, SUITE 7100, COUNCIL CHAMBER
WESTLAKE, TX 76262
T H r r o w n v r
W ESTLAKE AUGUST 23, 2021 5:00 P.M. MEETING
In accordance with Order of the Office of the Governor issued March 16, 2020 and March 19, 2020,
the Town Council of the Town of Westlake and the Board of Trustees of Westlake Academy will
conduct this joint meeting at 5:00 p.m. on Monday, August 23, 2021. In order to advance the
public health goal of promoting "social distancing" to slow the spread of the Coronavirus (COVID-
19), there will be limited public access to the physical location described above. A limit of thirty
(30) seats will be available to the public on a first-come, first-serve basis. A recording of this
meeting will be made and will be available to the public in accordance with the Open Meetings Act.
l/ision Statement
An oasis of natural beauty that maintains our open spaces in balance with distinctive deve%pment, trails, and
qua/ity of/ife amenities amidst an e ver expanding urban landscape.
Regular Session
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. CITIZEN COMMENTS: This is an opportunity for citizens to address the Town Council or
Board of Trustees on any matter, whether or not it is posted on the agenda.
Individual citizen comments are normally limited to three (3) minutes; however, time limits
can be adjusted by the presiding officer. The presiding officer may ask the citizen to hold their
comment on an agenda item if the item is posted as a Public Hearing. The Town Council and
Board of Trustees cannot by law take action nor have any discussion or deliberations on any
presentation made at this time concerning an item not listed on the agenda. The Town Council
and Board of Trustees will receive the information, ask staff to review the matter, or an item
may be noticed on a future agenda for deliberation or action.
4. ITEMS OF COMMUNITY INTEREST: Mayor and Council Reports on Items of Community
Interest pursuant to Texas Government Code Section 551.0415 the Town Council may report
on the following items: (1) expression of thanks, congratulations or condolences; (2)
information about holiday schedules; (3) recognition of individuals; (4) reminders about
upcoming Town Council events; (5) information about community events; and (6)
announcements involving imminent threat to public health and safety.
5. CONSENT AGENDA: All items listed below are considered routine by the Town Council
and/or Board of Trustees and will be enacted with one motion. There will be no separate
discussion of items unless a Council/Board Member or citizen so requests, in which event the
item will be removed from the general order of business and considered in its normal
sequence.
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a. Consider approval of the Town Council minutes from the Joint meeting on March 1,
2021.
b. Consider approval of the Town Council minutes from the Joint meeting on March 29,
2021.
c. Consider approval of Ordinance 929, for a negotiated settlement between the Atmos
Cities Steering Committee (��ACSC'� and Atmos Energy Corporation, Mid-Tex Division
('�Company'� regarding the Company's 2021 Rate Review Mechanism (RRM) Filings; and
Approving a Settlement Agreement with Attached Rate Tariffs and Proof of Revenues
and Other pocuments Connected to these Rate Proceedings.
d. Consider approval of Ordinance 930, updating the 2020 Solana Public Improvement
District Service and Assessment Plan and Assessment Roll.
e. Consider approval of Resolution 21-26, approving the tax rolls for tax year 2021 on
property within the town; approving the estimated tax collection rate; and designating
an official to calculate the no-new-revenue tax rate and the voter-approval rate.
f. Consider approval of Resolution 21-27, authorizing the Town Manager to execute an
agreement with Circle T Ranch Phase III association to provide a 5-year streetscape
maintenance agreement for Schwab Way Phase I and II.
6. DISCUSSION AND CONSIDERATION TO ELECT A MAYOR PRO TEMPORE.
7. TOWN MANAGER/SUPERINTENDENT UPDATE
a. Texas Education Agency (TEA) guidance regarding use of face masks on campus.
b. Development
8. CONSIDER APPROVAL OF RESOLUTION 21-28, APPOINTING AND
REAPPOINTING MEMBERS TO THE PLANNING AND ZONING COMMISSION.
9. CONSIDER APPROVAL OF RESOLUTION 21-29, ADOPTING A MAXIMUM
PROPOSED AD VALOREM TAX RATE, TAKE A RECORD VOTE, AND SETTING THE
DATE FOR THE PUBLIC HEARING AND ADOPTION OF THE OPERATING BUDGET
AND TAX RATE FOR FISCAL YEAR 2021-2022.
10. CONSIDER APPROVAL OF ORDINANCE 931, AUTHORIZING THE ISSUANCE OF
TOWN OF WESTLAKE, TEXAS, GENERAL OBLIGATION REFUNDING BONDS,
SERIES 2021; AWARDING THE SALE THEREOF; LEVYING A TAX AND PROVIDING
FOR THE SECURITY FOR AND PAYMENT OF SAID BONDS; AUTHORIZING THE
EXECUTION AND DELIVERY OF A PAYING AGENT/REGISTRAR AGREEMENT AND
A DEPOSIT AGREEMENT; APPROVING THE OFFICIAL STATEMENT; ENACTING
OTHER PROVISIONS RELATING TO THE SUB7ECT; AND DECLARING AN
EFFECTIVE DATE.
11. CONSIDER APPROVAL OF ORDINANCE 932, AUTHORIZING THE ISSUANCE OF
COMBINATION TAX AND REVENUE CERTIFICATES OF OBLIGATION, SERIES
2021; LEVYING A TAX, AND PROVIDING FOR THE SECURITY FOR AND PAYMENT
OF SAID CERTIFICATES; AWARDING THE SALE OF THE CERTIFICATES;
AUTHORIZING THE EXECUTION AND DELIVERY OF A PAYING AGENT
AGREEMENT; APPROVING THE OFFICIAL STATEMENT; ENACTING OTHER
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PROVISIONS RELATING TO THE SUBJECT; AND DECLARING AN EFFECTIVE
DATE.
12. CONDUCT A PUBLIC HEARING AND CONSIDER APPROVAL OF ORDINANCE 933,
APPROVING AMENDMENTS TO ORDINANCE 760 APPROVING THE DESIGN
GUIDELINES FOR THE PD1-2 ZONING DISTRICT, KNOWN AS "WESTLAKE
ENTRADA", LOCATED NORTH OF SOLANA BLVD., EAST OF DAVIS BLVD., AND
SOUTH OF STATE HIGHWAY 114.
13. CONDUCT A PUBLIC HEARING AND CONSIDER APPROVAL OF ORDINANCE 934,
APPROVING AMENDMENTS TO ORDINANCES 720 AND 918 APPROVING AND
AMENDING THE DEVELOPMENT PLAN FOR THE PD1-2 ZONING DISTRICT,
KNOWN AS ��WESTLAKE ENTRADA", LOCATED NORTH OF SOLANA BLVD., EAST
OF DAVIS BLVD., AND SOUTH OF STATE HIGHWAY 114.
14. CONDUCT A PUBLIC HEARING AND CONSIDER APPROVAL OF ORDINANCE 935,
APPROVING AMENDMENTS TO ORDINANCE 703 APPROVING THE PD1-2
ZONING DISTRICT, KNOWN AS "WESTLAKE ENTRADA", LOCATED NORTH OF
SOLANA BLVD., EAST OF DAVIS BLVD., AND SOUTH OF STATE HIGHWAY 114.
15. PRESENTATION AND DISCUSSION OF AND UPDATE TO THE TOWN COUNCIL/
BOARD OF TRUSTEES GOVERNANCE POLICY DOCUMENT.
16. EXECUTIVE SESSION:
The Town Council will conduct a closed session pursuant to Texas Government Code,
annotated, Chapter 551, Subchapter D for the following:
a. 551.071(2) Consultation with Attorney — to seek advice of counsel on matters in
which the duty of the Town Attorney under the Texas Disciplinary Rules of
Professional Conduct of the State Bar of Texas clearly conflicts with Chapter 551 of
the Texas Government Code - FM 1938 access for proposed Southlake
development.
b. Section 551.071 - Discussion with the Town Attorney regarding pending, threatened,
or contemplated litigation regarding BRS.
c. Section 551.071 - Consultation with Town Attorney regarding pending, threatened,
or contemplated litigation regarding Vaquero drainage matters.
d. Section 551.071(2) —Consultation with Town Attorney on a matter 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 this
chapter: Resolution No. 00-19, a Contract with Hillwood Development Corporation
Concerning the Design Engineering and Construction of the West Side Pump Station
and the Dove Road Waterline.
17. RECONVENE MEETING
18. TAKE ANY ACTION, IF NEEDED, FROM EXECUTIVE SESSION ITEMS.
19. COUNCIL RECAP/STAFF DIRECTION
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20. FUTURE AGENDA ITEMS: Any Town Council/Board of Trustees Member may request at
a workshop and or Town Council/Board of Trustees meeting, under "Future Agenda Item
Requests", an agenda item for a future Town Council/Board of Trustees meeting. The Town
Council/Board of Trustees Member making the request will contact the Town
Manager/Superintendent with the requested item and the Town Manager/Superintendent
will list it on the agenda. At the meeting, the requesting Town Council/Board of Trustees
Member will explain the item, the need for Town Council/Board of Trustees discussion of
the item, the item's relationship to the Town Council/Board of Trustees strategic priorities,
and the amount of estimated stafF time necessary to prepare for Town Council/Board of
Trustees discussion. If the requesting Town Council/Board of Trustees Member receives a
second, the Town Manager/Superintendent will place the item on the Town Council/Board
of Trustees agenda calendar allowing for adequate time for staff preparation on the agenda
item.
a. Approved by Council for Discussion
i. Historical Designations for various properties in Westlake (5/24)
ii. Westlake Academy Data Request (will be presented in modified form at 9/16
retreat)
b. Proposed Items
i. Quarterly HOA Board Meeting Discussions (Councilmember Dasgupta)
ii. Drainage and Water Runoff (Councilmember White)
c. Pending items
21. ADJOURNMENT
ANY ITEM ON THIS POSTED AGENDA COULD BE DISCUSSED IN EXECUTIVE SESSION
AS LONG AS IT IS WITHIN ONE OF THE PERMITTED CATEGORIES UNDER SECTIONS
551.07187 THROUGH 551.076 AND SECTION 551.087 OF THE TEXAS GOVERNMENT
CODE.
CERTIFICATION
I certify that the above notice was posted at the Town Hall of the Town of Westlake, 1500 Solana
Blvd., Building 7, Suite 7100, Westlake, TX 76262, August 20, 2021, by 5:00 p.m. under the Open
Meetings Act, Chapter 551 of the Texas Government Code.
Todd Wood, Town Secretary
If you plan to attend this public meeting and have a disability that requires special needs, please advise the
Town Secretary's Office 48 hours in advance at 817-490-5711 and reasonable accommodations will be made
to assist you.
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Tow n
Council/ Board
of Tru stees
Item # 2 — Pledge of
Allegiance
United States P/edae
'I pledqe allegiance to the flag of the United States of
America, and to the republic for which it stands, one
nation under God, indi�isible, with liberty and justice for
a//. „
Texas PledAe
"Honor the Texas flag; I pledge allegiance to the, Texas,
one state under God, one and indi�isible. "
Town Cou nci I/
Board of
Tru stees
Item #3 — Citizen Comments
CITIZEN COMMENTS: This is an opportunity for citizens to address the Town Council or
Board of Trustees on any matter, whether or not it is posted on the agenda.
Individual citizen comments are normally limited to three (3) minutes; however, time limits
can be adjusted by the presiding officer. The presiding officer may ask the citizen to hold
their comment on an agenda item if the item is posted as a Public Hearing. The Town
Council or Board of Trustees cannot by law take action nor have any discussion or
deliberations on any presentation made at this time concerning an item not listed on the
agenda. The Town Council or Board of Trustees will receive the information, ask stafF to
review the matter, or an item may be noticed on a future agenda for deliberation or action.
ITEMS OF COMMUNITY INTEREST: Town Council/Board of Town
Trustees Reports on Items of Community Interest, pursuant to
Texas Government Code Section 551.0415, the Town Council/ �
Board of Trustees may report on the following items: (1) Cou nci I/ Boa rd
expression of thanks, congratulations or condolences; (2)
information about holiday schedules; (3) recognition of of Trustees
individuals; (4) reminders about upcoming Town Council
events; (5) information about community events; and (6)
announcements involving imminent threat to public health and
safety.
Item # 5 — Items of
Community Interest
Ca/endar of Meetings/Events:
Town Council Meetinq
Monday, August 23, 2021; 5:00 pm*
Westlake Town Hall, Solana Terrace-BIdg.7, Suite 7100 (In-person, limited seating for social distancing)
Terra Bella/Glenwyck/Carlyle Ct/Dove Road Neighborhood Meeting
Tuesday, August 24, 2021; 6:00 pm
1765 Terra Bella Drive, Westlake, Texas 76262
Chamber of Commerce Alliance Development Forum
Wednesday, August 25, 2021; 11 am
Speedway Club, Texas Motor Speedway
Military Heroes Run
Saturday, August 28, 2021; 7:00 am
2902 Sam School Road,Westlake,Texas 76262
Town of Westlake/Westlake Academy Holiday
Town Hall and the Municipal Court will be closed to observe the Labor Day holiday.
Monday, September 6, 2021
WA BOT/Council Visioning Retreat
Thursday, September 16, 2021; 8:30 am-5:00 pm
Agenda and meeting location will be provided at a later date
WA New Parents Meeting
Wednesday, September 22, 2021; 6 pm
The home of Laura and Doug Wheat
*Reminder:Agendas for all municipal/academic meetings are posted a minimum of 72 hours before the meeting
begins and can be found on our Town's website under the tab "Government/,4qendas&Minutes."
**For meetinc�Qendas and details on WA calendar events or Municipal calendar events,please visit the Westlake Academv
website or the Town of Westlake website for further assistance.
Town
Council/ Board
of Trustees
Item # 5 — Consent Agenda
CONSENT AGENDA: All items listed below are considered routine by the Town Council and
Board of Trustees will be enacted with one motion. There will be no separate discussion of
items unless a Council Member or citizen so requests, in which event the item will be removed
from the general order of business and considered in its normal sequence.
a. Consider approval of the Town Council minutes from the Joint meeting on
March 1, 2021.
b. Consider approval of the Town Council minutes from the Joint meeting on
March 29, 2021.
c. Consider approval of Ordinance 929, for a negotiated settlement
between the Atmos Cities Steering Committee (��ACSC") and Atmos Energy
Corporation, Mid-Tex Division (��Company'� regarding the Company's 2021
Rate Review Mechanism (RRM) Filings; and Approving a Settlement
Agreement with Attached Rate Tariffs and Proof of Revenues and Other
Documents Connected to these Rate Proceedings.
d. Consider approval of Ordinance 930, updating the 2020 Solana Public
Improvement District Service and Assessment Plan and Assessment Roll.
e. Consider approval of Resolution 21-26, approving the tax rolls for tax
year 2021 on property within the town; approving the estimated tax
collection rate; and designating an official to calculate the no-new-revenue
tax rate and the voter-approval rate.
f. Consider approval of Resolution 21-27, authorizing the Town Manager to
execute an agreement with Circle T Ranch Phase III association to provide a 5-
year streetscape maintenance agreement for Schwab Way Phase I and II.
T H E r o w H o �
WESTLAKE
MINUTES OF THE 70INT TOWN OF WESTLAKE TOWN COUNCIL AND WESTLAKE
ACADEMY BOARD OF TRUSTEES MEETING
March 1, 2021
In accordance with Order of the Office of the Governor issued March 16, 2020 and March 19, 2020,
the Town Council of the Town of Westlake and the Board of Trustees of Westlake Academy conducted
a joint meeting at 5:00 p.m. on Monday, March 1, 2021 by video and telephone conference in order
to advance the public health goal of limiting face-to-face meetings (also called "social distancing") to
slow the spread of the Coronavirus (COVID-19). There was no public access to the physical location
described above. A recording of the telephonic meeting was made and is available to the public.
PRESENT: Mayor Laura Wheat and Council Members Carol Langdon, Rajiv Trivedi, and Greg
Goble.
ABSENT: Council Members Alesa Belvedere and Rick Rennhack.
OTHERS PRESENT: Town Manager Amanda DeGan, Deputy Town Manager Noah
Simon, Assistant Town Manager Jarrod Greenwood, Town Attorney
Stan Lowry, Town Secretary Todd Wood, Director of Information
Technology Jason Power, Director of Finance Ginger Awtry, Director
of Public Works & Facilities Troy Meyer, Director of Planning &
Development Ron Ruthven, Communications Manager Jon Sasser,
Executive Director Dr. Mechelle Bryson, Business Manager Marlene
Rutledge, Finance & Budget Analyst Kelsey Wong, Building Official
Pat Cooke, Administration and Accountability Director Darcy
McFarlane, Assistant PYP Principal Beckie Paquin, Assistant MYP
Principal Maxwell Ituah, DP Principal Dr. James Owen, and College
Counselor Carl Tippen.
Reqular Session
1. CALL TO ORDER
Mayor Wheat called the Regular Session to order at 5:05 p.m.
2. CITIZEN COMMENTS
Mayor Wheat provided a brief summary of instructions to the public for citizen comments.
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No one addressed the Town Council or Board of Trustees.
3. ITEMS OF COMMUNITY INTEREST
Communications Manager Jon Sasser provided an update on the following items:
Planning & Zoning Meeting: This meeting will be held on Monday, March 8, 2021 at
5:00 p.m. via Teleconferencing.
Spring Break: Westlake Academy will be closed for Spring Break from March 15-19, 2021.
Gallery Night: The Westlake Academy Foundation will hold their Annual Gallery Night
event on Saturday, April 10, 2021 at the Vaquero Club.
Public Works Employees: During the winter weather event in February, the Public Works
department performed an exceptional job throughout the Town and Westlake Academy.
These employees included Director of Public Works and Facilities Troy Meyer, Public Works
Superintendent Kory Kittrell, Rosie Miller, James McGuinness. Fire Chief Richard Whitten
Deputy Fire Chief John Ard, Town Manager Amanda DeGan, Deputy Town Manager Noah
Simon, Assistant Town Manager Jarrod Greenwood, Utility & Facility Coordinator Dianna
Orender, and Building Official Pat Cooke assisted many residents with frozen pipe concerns.
Mr. Sasser stated that he would like to designate Mr. Paul Andreason as the
"communications MVP"of the entire team throughout this rare weather event.
Mayor week thanked the staff, noting the feedback that she has received has been
incredible.
4. CONSENT AGENDA: All items listed below are considered routine by the Town Council
and will be enacted with one motion. There will be no separate discussion of items unless
a Council Member or citizen so requests, in which event the item will be removed from the
general order of business and considered in its normal sequence.
a. Consider of WA Resolution 21-02, approving a Waiver for Missed School
Days and Professional Development Days.
b. Consideration of WA Resolution 21-03, authorizing compensation to be
paid to Employees during the inclement weather period.
c. Consider approval of Resolution 21-05, amending Resolution 09-02
that established a Policy for Naming Town Owned Facilities and Parks, and
to provide guidelines and standards for the submission of individuals or
entities for naming opportunities.
d. Consideration of Resolution 21-06, authorizing changes to the signers
on all Town of Westlake Solana PID depository accounts with US Bank.
MOTION: Mayor Wheat asked for a motion to approve the consent agenda.
Council Member Langdon made a motion to approve. Council Member
Trivedi seconded the motion. The motion carried by a vote of 3-0.
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5. CONDUCT A PUBLIC HEARING AND DISCUSSION OF WESTLAKE ACADEMY'S
2020 ACCOUNTABILITY REPORT.
Executive Director Dr. Mechelle Bryson presented this item. She began by stating that TEA
requires each district and charter school to present the Accountability Report annually during
a public hearing; allowing the community to see how well Westlake Academy is performing.
She explained that the state accountability ratings are based on the overall performance of
the school in three domains: Student Achievement, School Progress, and Closing the Gap.
Based on these outcomes, school districts and charter schools are assigned a grade of A-F.
Due to the COVID-19 pandemic, TEA cancelled the STARR exams last year and waived the
issuance of accountability ratings. However, TEA did publish Report Cards for schools. Dr.
Bryson then stated that she would provide details of Westlake Academy's TAPR (Texas
Academic Financial Report) during her presentation.
Westlake Academy met the 2020 Special Education requirements, although the overall
Accountability Rating was not provided due to the "Declared State of Disaster" during this
time period. Dr. Bryson then spoke about the ACT test scores, noting that students were
only able to take this test in February, and were not allowed to re-test later in the spring.
The scores showed a slight decrease in comparison to the previous academic year, which
could be attributed to COVID-19 and the inability to re-test. Despite ACT scores falling
uniformly across the state, Westlake Academy maintained scores that were well above the
state average. College Counselor Carl Tippen added that many colleges would not be
requiring SAT or ACT testing across the board for this year and felt that this was an
important trend to be aware of.
Dr. Bryson then showed the SAT scores in comparison to previous years. While there was
a very small decrease in these overall scores, Westlake Academy continued to score well
above the state average; despite having to take the test sooner in the year. AP (Advanced
Placement) test scores remained unchanged from the prior year. Additionally, 90.5% of
2020 graduates received the IB diploma, which was unchanged from the prior year.
However, the number of AP Scholars increased from 43 to 58, representing a 30% increase.
With no questions from the Board, President Wheat opened the Public Hearing at 5:34 p.m.
No one addressed the Board of Trustees.
President Wheat closed the Public Hearing at 5:34 p.m.
6. PRESENTATION AND DISCUSSION REGARDING THE COVID-19 PANDEMIC,
INCLUDING UPDATES AND RECOMMENDATIONS ON MUNICIPAL AND
ACADEMIC OPERATIONS.
Town Manager/Superintendent Mrs. Amanda DeGan addressed this item; noting that a
presentation would be shown containing data that was requested by the Board of Trustees
at the previous meeting. Ms. DeGan stated that prior to giving this presentation, she wanted
to share information that was provided on a call with Denton County earlier that day.
According to Dr. Richardson, the positivity rate for COVID-19 has in Denton County has
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Page 3 of 7
increased to 14%, compared to the 4% positivity rate in July 2020. Compared to recent
months,this appears to be trending in the right direction, and businesses have been allowed
to re-open at the 75% capacity level. Hospitalization rates have also trended downward
and is consistent with the information received from Tarrant County. Mrs. DeGan then
noted that caution is still advised following the recent freeze event and the upcoming spring
break week, and the impact of any variants of the virus is still unknown.
Mayor Laura Wheat then added that Denton County currently has 300,000 individuals on
the waiting list for vaccination, and 135,000 invitations have been sent out. She then stated
the Dr. Richardson believed that anyone wanting the vaccine should be able to receive it by
April, regardless of category. Additionally, Dr. Richardson believed that those who have
been vaccinated would be highly unlikely to transmit the virus, and he expected the CDC to
issue new guidelines in the near future.
Deputy Town Manager Noah Simon shared that the information received on the Tarrant
County call was consistent with Denton County, and the number of positive cases has
trended downward. An increase in positive cases is expected by Tarrant County due to the
recent winter weather event and upcoming spring break week; however, it is not expected
that these increases will be as large as those that have been previously experienced. Mr.
Simon added that we have been commended by Tarrant County for the steps we have taken
with enacting our protocols and procedures, and we have been advised to not change
anything at this time.
Mrs. DeGan then asked Budget and Financial Analyst Kelsey Wong to present data that has
been collected from other entities regarding COVID-19. Ms. Wong began by showing a slide
that illustrated the impact of COVID-19 to the staff and students in isolation from August
2020 through February 2021. This graph showed 295 isolations in January and 44 in
February. While not all cases were school-related events, this mirrored the pattern of
confirmed cases that have been reported by the State of Texas. Westlake Academy's
quarantine protocols were then presented in comparison to those used by Keller ISD, Carroll
ISD, and Northwest ISD. All data was relatively consistent for positive cases; however,
Westlake Academy has maintained the 14-day quarantine for close contact in comparison
with the comparative school districts, and a 24-day period for close contact within the
household. Comparative school districts have maintained a ten (10) day quarantine period
after close contact, for a total of twenty (20) days. Westlake Academy's protocols regarding
isolation remain consistent with current CDC guidelines. When compared to lab-confirmed
cases, Westlake Academy has a slightly lower percentage of positive cases to surrounding
school districts. It was noted that the data is reported differently between school districts,
and efforts have been made to normalize the data for comparative purposes.
Mrs. DeGan then asked for Board direction as to whether the isolation periods for Westlake
Academy should remain the same or be modified based on this data. The Board agreed
that the protocols that are currently in place should remain in effect. Mayor Wheat asked
if there were specific reasons as to why the current protocols should remain in effect.
Deputy Town Manager Noah Simon responded that that this was due to recommendations
from Tarrant County Public Health, CDC guidelines, and the fact that this is a K-12 campus
where exposures may occur differently than in a traditional school district with multiple
campuses. In addition, teachers at Westlake Academy cannot be substituted as easily,
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especially if they are teaching a subject where Westlake Academy does not have��depth on
the bench". He reiterated that the goal was to keep stafF and students as safe as possible,
and the feedback from Tarrant County has been encouraging, and current practices should
be continued. Mr. Simon then stated that if the Board had interest in making a change, his
recommendation would be to wait until after spring break in order to properly evaluate the
anticipated surge in positive cases.
The Board agreed unanimously that the current protocols and isolation periods would
remain in effect and be re-evaluated several weeks after spring break.
7. CONSIDER RESOLUTION 21-07, APPROVING A ROADWAY CONSTRUCTION
AGREEMENT FOR STREET"G" LOCATED BETWEEN SCHWAB WAY AND SH 170.
Director of Planning and Development Ron Ruthven presented this item. He stated that this
was a simple construction agreement for a road that would link Schwab Way to SH 170.
This project would fulfill the obligation outlined in Ordinance 870 that as part of the Phase
2 construction and is supported by the traffic impact analysis that was commissioned by the
Town of Westlake.
MOTION: Mayor Wheat asked for a motion to approve Resolution 21-07.
Council Member Trivedi made a motion to approve. Council Member
Goble seconded the motion. The motion carried by a vote of 3-0.
8. EXECUTIVE SESSION:
The Town Council/Board of Trustees recessed at 6:25 p.m., and convened into Executive
Session at 6:41 p.m.
The Council will conduct a closed session pursuant to Texas Government Code,
annotated, Chapter 551, Subchapter D for the following:
a. Sec 551.076— Deliberation Regarding Security Devices or Security Audit to
deliberate: (1) the deployment, or specific occasions for implementation of
security personnel or devices; or (2) a security audit.
b. Section 551.087 - Deliberation Regarding Economic Development
Negotiations (1) to discuss or deliberate regarding commercial or financial
information that the governmental body has received from a business prospect
that the governmental body seeks to have locate, stay, or expand in or near
the territory of the governmental body and with which the governmental body
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) for the following:
- Front 44
- Entrada
- Project��YYZ"
- Potential development on 55.12 acres located at Tracts 7C, 7F, 7G, 7H,
7L and 7M Abstract 648, William Huff Survey, Town of Westlake, Texas,
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and more generally located at the northeast corner of U.S. Highway 377
and State Highway 170.
c. Section 551.071(2) Consultation with Attorney — to seek advice of counsel on
matters in which the duty of the Town Attorney under the Texas Disciplinary
Rules of Professional Conduct of the State Bar of Texas clearly conflicts with
Chapter 551 of the Texas Government Code - FM 1938 access for proposed
Southlake development.
d. Section 551.074(a)(1): Deliberation Regarding Personnel Matters —to deliberate
the appointment, employment, evaluation, reassignment, duties, of a public officer
or employee:
- Town Manager evaluation
e. Section 551.071 - Discussion with the Town Attorney regarding pending,
threatened, or contemplated litigation regarding BRS.
9. RECONVENE MEETING
The Town Council/Board of Trustees reconvened into Regular Session at 8:40 p.m.
10. TAKE ANY ACTION, IF NEEDED, FROM EXECUTIVE SESSION ITEMS.
None.
11. COUNCIL RECAP/STAFF DIRECTION
None.
12. FUTURE AGENDA ITEMS: Any Council member may request at a workshop and / or
Council meeting, under"Future Agenda Item Requests", an agenda item for a future Council
meeting. The Council Member making the request will contact the Town Manager with the
requested item and the Town Manager will list it on the agenda. At the meeting, the
requesting Council Member will explain the item,the need for Council discussion of the item,
the item's relationship to the Council's strategic priorities, and the amount of estimated staff
time necessary to prepare for Council discussion. If the requesting Council Member receives
a second, the Town Manager will place the item on the Council agenda calendar allowing
for adequate time for staff preparation on the agenda item.
None.
13. AD)OURNMENT
There being no further business before the Town Council or Board of Trustees, Mayor
Wheat asked for a motion to adjourn the meeting.
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MOTION: Council Member Langdon made a motion to adjourn the meeting.
Council Member Goble seconded the motion. The motion carried
by a vote of 3-0.
Mayor Wheat adjourned the meeting at 8:41 p.m.
ANY ITEM ON THIS POSTED AGENDA COULD BE DISCUSSED IN EXECUTIVE SESSION
AS LONG AS IT IS WITHIN ONE OF THE PERMITTED CATEGORIES UNDER SECTIONS
551.071 THROUGH 551.076 AND SECTION 551.087 OF THE TEXAS GOVERNMENT
CODE.
APPROVED BY THE TOWN COUNCIL ON AUGUST 9, 2021.
ATTEST:
Laura Wheat, Mayor
Todd Wood, Town Secretary
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T H E r o w H o �
WESTLAKE
MINUTES OF THE 70INT TOWN OF WESTLAKE TOWN COUNCIL AND WESTLAKE
ACADEMY BOARD OF TRUSTEES MEETING
March 29, 2021
In accordance with Order of the Office of the Governor issued March 16, 2020 and March 19, 2020,
the Town Council of the Town of Westlake and the Board of Trustees of Westlake Academy conducted
a joint meeting at 6:30 p.m. on Monday, March 29, 2021 by video and telephone conference in order
to advance the public health goal of limiting face-to-face meetings (also called "social distancing") to
slow the spread of the Coronavirus (COVID-19). There was no public access to the physical location
described above. A recording of the telephonic meeting was made and is available to the public.
PRESENT: Mayor Laura Wheat and Council Members Carol Langdon, Alesa Belvedere, Rajiv
Trivedi, Rick Rennhack, and Greg Goble.
ABSENT: None.
OTHERS PRESENT: Town Manager Amanda DeGan, Deputy Town Manager Noah
Simon, Assistant Town Manager Jarrod Greenwood, Town Attorney
Stan Lowry,Town Secretary Todd Wood, Director of Finance Ginger
Awtry, Director of Public Works & Facilities Troy Meyer, Director of
Planning & Development Ron Ruthven, Director of Community
Engagement Jon Sasser, Development Coordinator Nick Ford, Keller
City Manager Mark Hafner, City of Keller Interim Fire Chief Shane
Gainer, Grenada HOA President Vik Suresh, and Grenada HOA
Board Member Brian Pierce.
Executive Session
1. CALL TO ORDER
Mayor Wheat called the Town Council/Board of Trustees meeting to order at 5:01 p.m. The
Town Council/Board of Trustees recessed into Executive Session at 5:01 p.m.
The Town Council/Board of Trustees reconvened at 6:40 p.m. Mayor Wheat indicated that
there would be an action item for the Town Council.
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MOTION: Mayor Wheat asked for a motion to approve Resolution 21-12 from
Executive Session. Council Member Langdon made a motion to
approve. Council Member Rennhack seconded the motion. The
motion carried by a vote of 5-0.
Mayor Wheat called the Regular Session to order at 6:41 p.m.
2. CITIZEN COMMENTS
Mayor Wheat provided a brief summary of instructions to the public for citizen comments.
No one addressed the Town Council or Board of Trustees.
3. ITEMS OF COMMUNITY INTEREST
Director of Community Engagement Jon Sasser provided an update on the following items:
Town Hall and Westlake Academy Holiday Closure: Westlake Town Hall, Municipal
Court, and Westlake Academy will be closed on Friday, April 2, 2021 in observance the
Easter holiday.
Coffee & Conversation with the Mayor: This will be resumed on Monday, April 5th,
2021; from 8:00 a.m. to 9:30 am at Sip Stir Coffee, located at 1301 Solana Blvd Suite 4105
Westlake, TX 76262.
Gallery Night: The Westlake Academy Foundation will hold the Annual Gallery Night
event, named '�Rhinestones at the Ranch" and will be held on Saturday, April 10, 2021 at
the Vaquero Club. RSVPs will be due by April 5, 2021.
Early Voting: This will occur between April 19t" through April 27t". The Town of Westlake
has all of the information of early voting locations and the times that the polls will be open.
Election Day will be on May 1, 2021, and due to construction, the polling location will be
located in Building #1, Suite #1100.
Roanoke Road Re-Pavement: This is a City of Keller project that began this week,
located between Knox Road and Melody Lane. The project is expected to be completed on
May 7th and may impact the residents of Stagecoach Hills and others who use this road.
COVID-19 Vaccinations: COVID-19 vaccines are now available for all adults in the state
of Texas, and information will be sent out in tomorrow's version of the Westlake Wire.
4. CONSENT AGENDA: All items listed below are considered routine by the Town Council
and will be enacted with one motion. There will be no separate discussion of items unless
a Council Member or citizen so requests, in which event the item will be removed from the
general order of business and considered in its normal sequence.
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a. Consider approval of the minutes from the Town Council meeting on November 30,
2020.
b. Consideration of WA Resolution 21-08, authorizing the Town to enter into Joint
Election Agreements with Tarrant and Denton Counties to conduct the General
Election to be held on May 1, 2021.
c. Consider approval of Resolution 21-09, continuing participation with the Atmos
Cities Steering Committee and authorizing payment of five cents per capita to the
Atmos Cities Steering Committee to fund regulatory and related activities related to
Atmos Energy Corporation.
Mayor Wheat then asked if any items from the consent agenda needed to be discussed
separately. There was no request from the Town Council to discuss any consent agenda
item separately.
MOTION: Mayor Wheat then asked for a motion to approve the consent agenda.
Council Member Rennhack made a motion to approve. Council
Member Trivedi seconded the motion. The motion carried by a vote
of 5-0.
5. PRESENTATION AND DISCUSSION REGARDING THE ANNUAL REPORT FROM
THE KELLER POLICE DEPARTMENT RELATIVE TO POLICE SERVICES AND THE
RACIAL PROFILING REPORT FOR THE TOWN OF WESTLAKE.
City of Keller Police Chief Bradley Fortune presented this item. He began by stating that he
looked forward to meeting everyone in person soon, as opportunities for interaction were
limited in 2020. Chief Fortune began his presentation describing the department's mission,
values, policing philosophies, and performance measures. Chief Fortune then explained
Westlake's crime rate statistics, which were 3.72 per 1,000 in daytime population. He noted
that this was an incredibly low crime rate, with only 48 Part 1 crimes occurring throughout
the entire year. Of these crimes, 72% were property related and involved theft from
construction sites and unsecured vehicles. The Keller Police Department has increased
building checks and foot patrols in an effort to reduce these statistics even further.
Chief Fortune then presented traffic safety statistics. From 2019 to 2020, there was 13.8%
decrease in reportable crashes from 2019 (94) to 2020 (81), and a 33% decrease in overall
crashes from 2019 (327) to 2020 (219). The top three (3) factors for crashes were
explained, and the top three (3) locations for these crashes were shown to occur at Trophy
Lake Drive and SH 114, Trophy Club Drive and SH 114, and US 377 and SH 170. Chief
Fortune then illustrated a graph showing the impact of COVID-19 on traffic enforcement,
when a directive was given to limit personal contact as much as possible by only initiating
traffic stops for offences that would be considered major public safety violations. Normal
operations were resumed on July 6, 2020, with the use of recommended Personal Protective
Equipment (PPE) by officers.
Chief Fortune then showed several slides using data from the North Central Texas Council
of Governments (NCTCOG) and the Keller Police Department illustrating the average
percentage change in vehicle volume on the freeways during 2020. The first three months
showed a very nominal reduction; however, decreases spiked in April 2020 with a 28%
reduction in volume, and 19% in May. The percentages were relatively consistent from
June through December, with decreases ranging from 12% to 7% by month. During the
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months where vehicle volume decreased the most, a corresponding increase in vehicle
speeds also occurred. Vehicle accidents also decreased during this time,trending in a similar
manner with traffic volume. However, the percentage of serious vehicle accidents
increased, which is attributed to higher average vehicle speeds.
Chief Fortune then explained the timeliness in service. Statistics showed that 911 calls were
answered within 10 (ten) seconds 99% of the time, and appropriate emergency services
were dispatched within 49 seconds when averaged. These statistics exceeded the
department's benchmark goals.
Additionally, police response to Priority 1 calls averaged 3 minutes and twenty-seven
seconds (3:27), and police patrol response to all calls averaged eleven minutes and six
seconds (11:06). These statistics also exceeded the goal of four (4) minutes and fifteen
(15) minutes, respectively. Chief Fortune stated that the main goal was to respect the time
of citizens needing service, regardless of the priority of the call.
Using survey data, the Keller Police Department exceeded expectations regarding care and
professionalism (92.8%) and meeting or exceeding expectations (99%). Overall, 93.3% of
respondents gave the Keller Police Department an overall rating of excellent, and 100% of
Westlake residents felt safe walking alone at night.
Chief Fortune emphasized that a major value of the department was that communication
with residents by officers was extremely important. He then expressed the importance of
"empathy in action"and the practice of��soft skills"in training, policies, and practices. Chief
Fortune then explained the components of transparency, accountability, and input
initiatives.
Chief Fortune then provided the Racial Profiling Report to the Town Council. He stated that
the comprehensive analysis of the data included in this report demonstrates that the Keller
Police Department has complied with the Texas Racial Profiling Law and all of its
requirements. He expressed appreciation for the interlocal partnerships with the Town of
Westlake and other neighboring cities. Mayor Wheat thanked Chief Fortune, stating that
he had gone above and beyond with the information that was shared.
Council Member Rennhack asked Chief Fortune about the legality of golf carts on trails and
within private gated neighborhoods. Chief Fortune replied that the presence of officers on
bicycles can provide an increased presence on the trail system. He also noted that the
enforceability of traffic stops in gated communities with private roads would be limited to
offences contained in the Texas Penal Code (such as reckless driving) but would not include
ofFenses under the Texas Transportation code related to speed. However, the Keller Police
Department did have the ability to enforce of local ordinances.
In conclusion, Mayor Wheat thanked Chief Fortune for the information that was presented.
She then asked Director of Community Engagement Jon Sasser to provide the PowerPoint
presentation in the upcoming Westlake Wire, as she felt that the Town was being well
tended to by the Keller Police Department. Mr. Sasser stated that he would absolutely make
this happen per Mayor Wheat's request.
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6. CONSIDER RESOLUTION 21-10, APPROVING AN INTERLOCAL AGREEMENT
WITH THE CITY OF KELLER, TEXAS, FOR CONSOLIDATED FULL-TIME FIRE
PROTECTION/PREVENTION AND EMERGENCY MEDICAL SERVICES; FOR A TERM
OF SIXTEEN (16) MONTHS COMMENCING APRIL 1, 2021; TO INCLUDE AN
EQUALLY SHARED FEASIBILITY STUDY REGARDING SAID CONSOLIDATED
SERVICES; AND AUTHORIZING THE TOWN MANAGER TO EXECUTE ALL
CONTRACT DOCUMENTS RELATING THERETO ON BEHALF OF THE TOWN OF
WESTLAKE, TEXAS.
Deputy Town Manager Noah Simon and Fire Chief Richard Whitten presented this item. Mr.
Simon began by stating that The Town of Westlake and the City of Keller have had
conversations regarding the possibility of consolidating their Fire/EMS Departments. This
has not been approached as a cost-savings measure; rather, as a means to improve Public
Safety services and position Westlake for future growth and development. Mr. Simon added
that this is an opportunity for the two cities to become a leader in this area by creating new
standards of excellence. Mr. Simon then stated that this resolution, if approved, would fund
a feasibility study to assess a potential merger of the leadership teams. During the
feasibility study, Westlake Fire Chief Richard Whitten would become the Fire Chief of both
departments, and the Keller Battalion Chiefs would also integrate into Westlake. During this
time, the departments would function collectively as a single department approximately for
sixteen (16) months to determine if this proposal created more efficient and effective
Fire/EMS services that would mutually benefit both communities. Mr. Simon noted that the
same interlocal agreement was approved earlier this month by the Keller City Council
unanimously. If this resolution is approved by the Westlake Town Council, the final scope
of services would be finalized with the consultant, and both cities would embark on a new
journey. This process would be thorough, transparent, and allow a unique opportunity for
input from all stakeholders.
Mr. Simon then asked Fire Chief Richard Whitten to present to the Town Council, noting
that Keller City Manager Mark Hafner and Keller Acting Fire Chief Shane Gainer were also
present to answer any questions. Fire Chief Richard Whitten began by stating that it was
an honor to serve in these capacities. Chief Whitten then gave a brief summary on the
progression of this initiative:
• A meeting was held with each shift at the City of Keller, where information was
presented. Staff were asked to review the information for one (1) to two (2) weeks,
and additional conversations would occur in smaller groups to obtain feedback.
These meetings have now occurred, where the Interlocal Agreement (ILA) was
discussed, as well as the current status with the consultant.
• Chief Whitten noted that the smaller group meetings were focused more on any
personal concerns from employees of the Keller Fire Department, rather than what
previously discussed in prior meetings. In some of these meetings, emotions were
rather high at times, but the level of understanding and acceptance increased. Chief
Whitted stated that this could be attributed to the natural emotions and anxiety that
come with potential changes. Chief Whitten then noted that the small group meetings
were very successful and effective to obtain clarity and perspective with employees
within the department.
• Chief Whitten explained that both departments have spent many years building their
identities, and this was something that no one would be losing. His opinion was that
this was an area that could be built upon for both communities, and that it would be
possible that the consultant could conclude that this plan was not advisable for both
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Page 5 of 10
communities, although this would not be expected. However, the loss of identity
between departments has been a common theme of concern but can be avoided.
Keller City Manager Mark Hafner then addressed the Town Council, stating that he was a
believer in regionalization; not only to reduce costs, but also because it was a good
government practice. He noted that Chief Whitten was a great Fire Chief, and he felt that
the two cities could do so much better for the public together and this was a great possibility
to explore. Keller Deputy Fire Chief Shane Gainer then stated that he wanted to reiterate
the statements made by Mr. Hafner, and there have been great learning opportunities that
have already occurred. He then stated that he looked forward to the results of the feasibility
study.
Deputy Town Manager Noah Simon stated that the consultant that would be selected would
be familiar will be with the two respective communities and would be objective in in any
recommendation as to whether this would be a successful or not to both communities.
MOTION: Mayor Pro-Tem Carol Langdon asked for a motion to approve
Resolution 21-10, as Mayor Wheat experienced a temporary
internet connection issue. Council Member Trivedi made a motion to
approve. Council Member Rennhack seconded the motion. The
motion carried by a vote of 5-0.
7. DISCUSSION REGARDING GRANADA HOMEOWNERS' ASSOCIATION
MAINTENANCE.
Assistant Town Manager Jarrod Greenwood presented this item. He began by providing a
historical context on this issue, as Town staff has met with the Grenada HOA regarding the
level of landscaping and irrigation that is the responsibility of the Grenada HOA pertaining
to the perimeter of the development. He then stated that the Grenada HOA has expressed
concerns during the last few years of what was required based on the agreement that was
entered into between the Town and the original developer of the Entrada development.
These concerns have been mostly based on the extensive amount of landscaping area that
they would be responsible for in relation to other neighborhoods.
Mr. Greenwood then noted that staff had identified potential solutions that may be available
to the HOA moving forward for their consideration. In September 2020, staff presented
these solutions that could be available along the FM 1938 corridor, including providing water
meters and shade structures by the Town. Additionally, this proposal included the Town
providing the water for the ornamental fountain located at the trailhead and the water
feature located at the corner of FM 1938 and Dove Road, as well as maintenance of the
shade structures.
Mr. Greenwood then noted that this item was simply a discussion, and no action could be
taken without a public zoning hearing with public, a presentation to the Planning and Zoning
Commission and the Town Council prior to approval. Additionally, this would require an
amendment to the original developer's agreement, which identified maintenance
responsibilities and may require an additional economic development agreement.
Grenada HOA Board Member Brian Pierce was then introduced to the Town Council for a
presentation and thanked them for their time. He indicated that Mr. Greenwood framed up
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this issue well, and these issues that he would be discussing preceded his tenure on the
HOA Board. He then stated that he felt that it would be beneficial to simply walk the Town
Council through the issues of concern. These issues included:
• The developer did subpar work on infrastructure
• The retention pond is not adequate
• The irrigation system improperly configured, and is only installed for a single entrance
and exit for the neighborhood, using substandard gate hardware and wiring
• Developer made deal with Town to take care of common areas and parks surrounding
the neighborhood
• Taking care of thee "outside the walls of Granada" uses between 70%-80% of the
HOA budget.
Mr. Pierce then outlined to the Town Council what was Granada asking for. These items
included the Town of Westlake taking over and/or fund the following:
• Watering and maintenance of common areas between the Granada wall, Dove
Road, and Davis Boulevard, which includes irrigation, and landscaping
• Responsibility for landscaping and maintenance outside the Granada wall, including
park maintenance and the water feature at Dove Road and Davis Boulevard
• Responsibility for landscaping and maintenance outside the Granada wall, including
park maintenance at Dove Road and Solana
• The Town of Westlake installs two (2) water meters to be installed that separates the
irrigation outside and inside the walls of Granada
Mr. Pierce then noted why the Grenada HOA was asking the Town of Westlake to undertake
the projects. He stated the following points for this position:
• Precedents set by Town in watering and maintaining other common areas for other
communities (neighborhoods)
• The parks are utilized by the residents of Westlake, not just Granada residents, and
therefore should be owned and maintained by the Town
• Granada is very concerned about potential liability of the parks, especially when not
being utilized as a park inside the of Granada community.
Grenada HOA President Vik Suresh then stated that the primary issue was the issue of
irrigation and was concerned that the HOA would not be able to support the irrigation costs
outside of the wall during the summer months. Currently, the Town has used a fire hydrant
meter to supplement water pressure and reiterated that the main issues were irrigation
and maintenance of common areas. Mr. Pierce and Mr. Suresh then thanked the Town
Council for their time to listen to the concerns of the Grenada neighborhood. Mayor Wheat
stated that the Town would get back to everyone on what the next steps would be.
8. CONSIDER APPROVAL OF ORDINANCE 924, AUTHORIZING AND ALLOWING
UNDER THE ACT GOVERNING THE TEXAS MUNICIPAL RETIREMENT SYSTEM,
RESTRICTED PRIOR SERVICE CREDIT TO EMPLOYEES WHO ARE MEMBERS OF
THE SYSTEM FOR SERVICE PREVIOUSLY PERFORMED FOR VARIOUS OTHER
PUBLIC ENTITIES FOR WHICH THEY HAVE NOT RECEIVED CREDITED SERVICE.
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Deputy Town Manager Noah Simon presented this item. He explained that the restricted
time service credit would allow employees to receive service credit for working in another
governmental entity previously and would have no immediate cost to the Town if this
provision were adopted. This provision could result in a very small financial impact in the
future.
MOTION: Mayor Wheat asked for a motion to approve Ordinance 924. Council
Member Goble made a motion to approve. Council Member Belvedere
seconded the motion. The motion carried by a vote of 5-0.
9. CONDUCT A PUBLIC HEARING AND CONSIDER ORDINANCE 925, APPROVING
AMENDMENTS TO ORDINANCE 837 APPROVING A SITE PLAN FOR PD1-2
ZONING DISTRICT, KNOWN AS��WESTLAKE ENTRADA". THE SITE IS LOCATED
ON BLOCK ��E", WESTLAKE ENTRADA ADDITION ALONG COMILLAS DRIVE
BETWEEN CORTES DRIVE AND GIRONA DRIVE.
Director of Planning and Development Ron Ruthven presented this item. He began by
showing a presentation from Centurion American, illustrating a proposed plan to reduce
the lots on Block"E"from fourteen (14) to twelve (12) homes. The additional two (2) lots
would then be converted to twelve (12) additional parking spaces and a small park. He
then stated that staff recommended approval, with the condition that this space would be
maintained by the HOA. He noted that this plan received approval by the Planning and
Zoning Commission on March 8, 2021.
Mayor Wheat opened the Public Hearing at 8:55 p.m.
No one addressed the Town Council.
Mayor Wheat closed the Public Hearing at 8:55 p.m.
MOTION: Mayor Wheat asked for a motion to approve Ordinance 925. Council
Member Rennhack made a motion to approve. Council Member
Langdon seconded the motion. The motion carried by a vote of 5-0.
9. EXECUTIVE SESSION:
The Town Council/Board of Trustees convened into Executive Session at 9:41 p.m.
The Council will conduct a closed session pursuant to Texas Government Code,
annotated, Chapter 551, Subchapter D for the following:
a. Sec 551.076— Deliberation Regarding Security Devices or Security Audit to
deliberate: (1) the deployment, or specific occasions for implementation of
security personnel or devices; or (2) a security audit.
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b. Section 551.087 - Deliberation Regarding Economic Development
Negotiations (1) to discuss or deliberate regarding commercial or financial
information that the governmental body has received from a business prospect
that the governmental body seeks to have locate, stay, or expand in or near
the territory of the governmental body and with which the governmental body
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) for the following:
- Front 44
- Entrada
- Project"YYZ"
- Potential development on 55.12 acres located at Tracts 7C, 7F, 7G, 7H,
7L and 7M Abstract 648, William Huff Survey, Town of Westlake, Texas,
and more generally located at the northeast corner of U.S. Highway 377
and State Highway 170.
c. Section 551.071(2) Consultation with Attorney — to seek advice of counsel on
matters in which the duty of the Town Attorney under the Texas Disciplinary
Rules of Professional Conduct of the State Bar of Texas clearly conflicts with
Chapter 551 of the Texas Government Code - FM 1938 access for proposed
Southlake development.
d. Section 551.074(a)(1): Deliberation Regarding Personnel Matters —to deliberate
the appointment, employment, evaluation, reassignment, duties, of a public ofFicer
or employee:
- Town Manager evaluation
e. Section 551.071 - Discussion with the Town Attorney regarding pending,
threatened, or contemplated litigation regarding BRS.
9. RECONVENE MEETING
The Town Council/Board of Trustees reconvened into Regular Session at 10:14 p.m.
10. TAKE ANY ACTION, IF NEEDED, FROM EXECUTIVE SESSION ITEMS.
None.
11. COUNCIL RECAP/STAFF DIRECTION
None.
12. FUTURE AGENDA ITEMS: Any Council member may request at a workshop and / or
Council meeting, under"Future Agenda Item Requests", an agenda item for a future Council
meeting. The Council Member making the request will contact the Town Manager with the
requested item and the Town Manager will list it on the agenda. At the meeting, the
requesting Council Member will explain the item, the need for Council discussion of the item,
the item's relationship to the Council's strategic priorities, and the amount of estimated staff
time necessary to prepare for Council discussion. If the requesting Council Member receives
a second, the Town Manager will place the item on the Council agenda calendar allowing
for adequate time for staff preparation on the agenda item.
None.
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13. AD)OURNMENT
There being no further business before the Town Council or Board of Trustees, Mayor
Wheat asked for a motion to adjourn the meeting.
MOTION: Council Member Langdon made a motion to adjourn the meeting.
Council Member Goble seconded the motion. The motion carried
by a vote of 5-0.
Mayor Wheat adjourned the meeting at 10:14 p.m.
ANY ITEM ON THIS POSTED AGENDA COULD BE DISCUSSED IN EXECUTIVE SESSION
AS LONG AS IT IS WITHIN ONE OF THE PERMITTED CATEGORIES UNDER SECTIONS
551.071 THROUGH 551.076 AND SECTION 551.087 OF THE TEXAS GOVERNMENT
CODE.
APPROVED BY THE TOWN COUNCIL ON AUGUST 9, 2021.
ATTEST:
Laura Wheat, Mayor
Todd Wood, Town Secretary
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Page 10 of 10
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 23, 2021
TOPIC: Consideration of an Ordinance Approving a Negotiated Settlement Between
the Atmos Cities Steering Committee ("ACSC") and Atmos Energy
Corporation, Mid-Tex Division ("Company") regarding the Company's
2021 Rate Review Mechanism(RRM)Filings; and Approving a Settlement
Agreement with Attached Rate Tariffs and Proof of Revenues and Other
Documents Connected to these Rate Proceedings.
STAFF: Jarrod Greenwood, Assistant Town Manager
STRATEGIC ALIGNMENT
� i � . � . . , ; � • � i � �
High Quality Planning,Design& Increase
Development-We are a desirable
Fiscal Responsibility Municipal& Well planned,high-quality �ransparency,
Academic Operations Accessibility&
community that is distinguished by
exemplary design standards. Communications
SUMMARY
The Town, along with 171 other Mid-Texas cities served by Atmos Energy Corporation, Mid-Tex
Division("Atmos Mid-Tex"or"Company"),is a member of the Atmos Cities Steering Committee
("ACSC"). In 2007, ACSC and Atmos Mid-Tex settled a rate application filed by the Company
pursuant to Section 104.301 of the Texas Utilities Code for an interim rate adjustment commonly
referred to as a GRIP filing (arising out of the Gas Reliability Infrastructure Program legislation).
That settlement created a substitute rate review process, referred to as Rate Review Mechanism
("RRM"), as a substitute for future filings under the GRIP statute.
Since 2007, there have been several modifications to the original RRM Tarif£ The most recent
iteration of an RRM Tariff was reflected in an ordinance or resolution adopted by ACSC members
in 2018. On or about April l, 2021, the Company filed a rate request pursuant to the RRM Tariff
adopted by ACSC members. The Company claimed that its cost-of-service in a test year ending
December 31, 2020, entitled it to additional system-wide revenues of$43.4 million.
Page 1 of 3
Application of the standards set forth in ACSC's RRM Tariff required Atmos to reduce its request
to $40.5 million, $29.3 million of which would be applicable to ACSC members. ACSC's
consultants concluded that the system-wide deficiency under the RRM regime should be $22.34
million instead of the claimed $40.5 million. The amount of the $22.34 million deficiency
applicable to ACSC members would be $16.8 million.
After the Company reviewed ACSC's consultants' report, ACSC's Executive Committee and the
Company negotiated a settlement whereby the Company would receive an increase of $22.78
million from ACSC Cities, but with a two-month delay in the Effective Date until December 1,
2021. This should save ratepayers approximately $9 million such that the case is functionally
equivalent to ACSC's consultants' recommendation of$80.8 million.
The Executive Committee recommends a settlement at $22.78 million. The Effective Date for
new rates is December 1, 2021. ACSC members should take action approving the Resolution
before October 1, 2021.
Most municipalities have retained original jurisdiction over gas utility rates and services within
their corporate limits. The Atmos Cities Steering Committee ("ACSC") is composed of
municipalities, including Westlake, in the service area of Atmos Energy Corporation, Mid-Tex
Division regardless of whether original jurisdiction has been retained. Atmos is a monopoly public
utility provider of natural gas. Because Atmos has no competitors,regulation of the rates it charges
its customers in the only way that cities can ensure that natural gas rates are equitable and
competitive. Working as a coalition,via the Atmos Cities Steering Committee,to review the rates
charged by Atmos allows cities to accomplish more collectively than each city could do acting
alone. Cities have more than 100 years of experience in regulating natural gas rates in Texas. See
attached Staff Report for background on this Atmos rate case.
COUNCIL ACTION/OPTIONS
• Approve the proposed Atmos Rate Settlement Ordinance
• Reject the proposed Atmos Rate Settlement Ordinance
STAFF RECOMMENDATION
Staff recommends approval.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source: N/A
Contract: No Forms: N/A
Service Levels: The proposed Rate Settlement Ordinance provides Westlake residents with more
equitable and competitive rate.
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The proposed Ordinance is not anticipated to significantly impact the
Academy's budget.
Comprehensive Plan: The proposed Ordinance does not impact the Comp Plan.
Page 2 of 3
Cost Recovery Analysis: The proposed Ordinanance is not evaluated through the Cost
Recovery Analysis Tool.
Traffic Impact: The proposed Ordinance does not have an impact on traffic.
ATTACHMENTS
1. Proposed rate ordinance with exhibits A-C
2. Staff Report with Attachments 1-3
Page 3 of 3
July 21, 2021
MODEL STAFF REPORT FOR RESOLUTION OR ORDINANCE
BACKGROUND AND SUMMARY
The City, along with 171 other Mid-Texas cities served by Atmos Energy Corporation, Mid-
Tex Division ("Atmos Mid-Tex" or "Company"), is a member of the Atmos Cities Steering
Committee ("ACSC"). In 2007, ACSC and Atmos Mid-Tex settled a rate application filed by the
Company pursuant to Section 104.301 of the Texas Utilities Code for an interim rate adjustment
commonly referred to as a GRIP filing (arising out of the Gas Reliability Infrastructure Program
legislation). That settlement created a substitute rate review process, referred to as Rate Review
Mechanism("RRM"), as a substitute for future filings under the GRIP statute.
Since 2007, there have been several modifications to the original RRM Tarif£ The most
recent iteration of an RRM Tariff was reflected in an ordinance adopted by ACSC members in 2018.
On or about April 1, 2021, the Company filed a rate request pursuant to the RRM Tariff adopted by
ACSC members. The Company claimed that its cost-of-service in a test year ending December 31,
2020, entitled it to additional system-wide revenues of$43.4 million.
Application of the standards set forth in ACSC's RRM Tariff reduces the Company's request
to$40.5 million, $29.3 million of which would be applicable to ACSC members. ACSC's consultants
concluded that the system-wide deficiency under the RRM regime should be $22.34 million instead
of the claimed $40.5 million. The amount of the $22.34 million deficiency applicable to ACSC
members would be $16.8 million.
After the Company reviewed ACSC's consultants' report, ACSC's Executive Committee and
the Company negotiated a settlement whereby the Company would receive an increase of $22.78
million from ACSC Cities,but with a two-month delay in the Effective Date until December 1, 2021.
This should save ACSC cities approximately $3.8 million.
2557/33/8275500 1
The Executive Committee recommends a settlement at $22.78 million. The Effective Date
for new rates is December 1, 2021. ACSC members should take action approving the Resolution
before October 1, 2021.
PROOF OF REVENUES
Atmos generated proof that the rate tariffs attached to the Resolution will generate $22.78
million in additional revenues from ACSC Cities. That proof is attached as Attachment 1 to this Staff
Report. ACSC consultants have agreed that Atmos' Proof of Revenues is accurate.
BILL IMPACT
The impact of the settlement on average residential rates is an increase of$1.28 on a monthly
basis, or 2.2 percent. The increase for average commercial usage will be $4.03 or 1.61 percent. A
bill impact comparison is attached as Attachment 2.
SUMMARY OF ACSC'S OBJECTION TO THE UTILITIES CODE SECTION 104.301 GRIP
PROCESS
ACSC strongly opposed the GRIP process because it constitutes piecemeal ratemaking by
ignoring declining expenses and increasing revenues while rewarding the Company for increasing
capital investment on an annual basis. The GRIP process does not allow any review of the
reasonableness of capital investment and does not allow cities to participate in the Railroad
Commission's review of annual GRIP filings or allow recovery of Cities' rate case expenses. The
Railroad Commission undertakes a mere administrative review of GRIP filings (instead of a full
hearing) and rate increases go into effect without any material adjustments. In ACSC's view, the
GRIP process unfairly raises customers' rates without any regulatory oversight. In contrast,the RRM
process has allowed for a more comprehensive rate review and annual evaluation of expenses and
revenues, as well as capital investment.
RRM SAVINGS OVER GRIP
2557/33/8275500 2
While residents outside municipal limits must pay rates governed by GRIP, there are some
cities served by Atmos Mid-Tex that chose to remain under GRIP rather than adopt RRM.
Additionally, the City of Dallas adopted a variation of RRM which is referred to as DARR. When
new rates become effective on December 1, 2021, ACSC residents will maintain an economic
monthly advantage over GRIP and DARR rates. See Attachment 3.
EXPLANATION OF `BE IT RESOLVED" PARAGRAPHS:
1. This section approves all findings in the Resolution.
2. This section adopts the RRM rate tariffs and finds the adoption of the new rates to be just,
reasonable, and in the public interest.
3. This section makes it clear that Cities may challenge future costs associated with gas leaks
like the explosion in North Dallas or the evacuation in Georgetown.
4. This section finds that existing rates are unreasonable. Such finding is a necessary predicate
to establishment of new rates. The new tariffs will permit Atmos Mid-Tex to recover an
additional $22.78 million from ACSC Cities.
5. This section approves an exhibit that establishes a benchmark for pensions and retiree medical
benefits to be used in future rate cases or RRM filings.
6. This section approves an exhibit to be used in future rate cases or RRM filings regarding
recovery of regulatory liabilities, such as excess deferred income taXes.
7. This section requires the Company to reimburse the City for expenses associated with review
of the RRM filing, settlement discussions, and adoption of the Resolution approving new rate
tariffs.
8. This section repeals any resolution or ordinance that is inconsistent with the Resolution.
9. This section finds that the meeting was conducted in compliance with the Texas Open
Meetings Act, Texas Government Code, Chapter 551.
2557/33/8275500 3
10. This section is a savings clause, which provides that if any section is later found to be
unconstitutional or invalid, that finding shall not affect, impair, or invalidate the remaining
provisions of this Resolution. This section further directs that the remaining provisions of the
Resolution are to be interpreted as if the offending section or clause never existed.
1 L This section provides for an effective date upon passage. December 1, 2021 represents a two
month delay in the Effective Date established by the RRM tariff.
12. This section directs that a copy of the signed Resolution be sent to a representative of the
Company and legal counsel for ACSC.
CONCLUSION
The Legislature's GRIP process allowed gas utilities to receive annual rate increases
associated with capital investments. The RRM process has proven to result in a more efficient and
less costly (both from a consumer rate impact perspective and from a ratemaking perspective) than
the GRIP process. Given Atmos Mid-Tex's claim that its historic cost of service should entitle it to
recover $43.4 million in additional system-wide revenues, the RRM settlement at $22.78 million for
ACSC Cities reflects substantial savings to ACSC Cities. Settlement at $22.78 million (plus $3.8 of
additional savings due to the two-month delay) is fair and reasonable. The ACSC Executive
Committee consisting of city employees of 18 ACSC members urges all ACSC members to pass the
Resolution before October 1, 2021. New rates become effective December 1, 2021.
2557/33/8275500 4
Attachment 1 to
Model Staff Report
2021 RRM
Proof of Revenues
ATMOS ENERGY CORP.,MID-TEX DIVISION
RRM CITIES RATE REVIEW MECHANISM
PROOF OF REVENUES-RRM CITIES
TEST YEAR ENDING DECEMBER 31,2020
Current Proposed
Line No. Customer Class Current Proposed Bills Ccf/MmBtu Revenues Revenues Increase
(a) (b) (c) (d) (e) (f) (g) (h)
1 Residential
2 Customer Charge $ 20.25 $ 20.85 13,861,632 $ 280,698,048 $ 289,015,027 $ 8,316,979
3 Consumption Charge 0.26651 0.27979 627,298,034 167,181,199 175,511,717 $ 8,330,518
4 Revenue Related Taxes 30,398,805 31,528,717
5 Total Class Revenue $ 478,278,052 $ 496,055,461 $ 17,777,409
6
7 Commercial
8 Customer Charge $ 54.50 $ 56.50 1,094,352 $ 59,642,184 $ 61,830,888 $ 2,188,704
9 Consumption Charge 0.11728 0.12263 363,850,875 42,672,431 44,619,033 $ 1,946,602
10 Revenue Related Taxes 6,944,376 7,225,051
11 Total Class Revenue $ 109,258,991 $ 113,674,972 $ 4,415,981
12
13 Industrial&Transportation
14 Customer Charge $ 1,014.50 $ 1,054.75 7,056 $ 7,158,312 $ 7,442,316 $ 284,004
15 Consumption Charge Tier 1 $ 0.4157 $ 0.4330 7,479,741 3,109,328 3,238,728 $ 129,400
16 Consumption Charge Tier 2 $ 0.3044 $ 0.3171 8,282,846 2,521,298 2,626,490 $ 105,192
17 Consumption Charge Tier 3 $ 0.0653 $ 0.0680 13,018,926 850,136 885,287 $ 35,151
18 Revenue Related Taxes 925,722 963,306
19 Total Class Revenue $ 14,564,796 $ 15,156,127 $ 591,331
20
21 Total Excluding Other Revenue $ 602,101,840 $ 624,886,561 $ 22,784,721 $21,336,550
22
23
24 Revenue Related Tax Factor 6.7873%
Attachment 2
to 2021 RRM Staff Report
Bill Impact
ATMOS ENERGY CORP., MID-TEX DIVISION
AVERAGE BILL COMPARISON -BASE RATES
TEST YEAR ENDING DECEMBER 31, 2020
Line
No.
1 Rate R Ca�45.2 Ccf Current Proposed Change
2 Customer charge $ 20.25
3 Consumption charge 45.2 CCF X $ 0.26651 = 12.05
4 Rider GCR Part A 45.2 CCF X $ 0.16000 = 7.23
5 Rider GCR Part B 45.2 CCF X $ 0.33320 = 15.06
6 Subtotal $ 54.59
7 Rider FF& Rider TAX $ 54.59 X 0.06787 = 3.71
8 Total $ 58.30
9
10 Customer charge $ 20.85
11 Consumption charge 45.2 CCF X $ 0.27979 = 12.65
12 Rider GCR Part A 45.2 CCF X $ 0.16000 = 7.23
13 Rider GCR Part B 45.2 CCF X $ 0.33320 = 15.06
14 Subtotal $ 55.79
15 Rider FF& Rider TAX $ 55.79 X 0.06787 = 3.79
16 Total $ 59.58 $ 1.28
17 2.20%
18
19 Rate C Ca�332.5 Ccf Current Proposed Change
20 Customer charge $ 54.50
21 Consumption charge 332.5 CCF X $ 0.11728 = 38.99
22 Rider GCR Part A 332.5 CCF X $ 0.16000 = 53.20
23 Rider GCR Part B 332.5 CCF X $ 0.26321 = 87.51
24 Subtotal $ 234.20
25 Rider FF& Rider TAX $ 234.20 X 0.06787 = 15.90
26 Total $ 250.10
27
28 Customer charge $ 56.50
29 Consumption charge 332.5 CCF X $ 0.12263 = 40.77
30 Rider GCR Part A 332.5 CCF X $ 0.16000 = 53.20
31 Rider GCR Part B 332.5 CCF X $ 0.26321 = 87.51
32 Subtotal $ 237.98
33 Rider FF& Rider TAX $ 237.98 X 0.06787 = 16.15
34 Total $ 254.13 $ 4.03
35 1.61%
36 Rate I (c�4079 MMBTU Current Proposed Change
37 Customercharge $ 1,014.50
38 Consumption charge 1,500 MMBTU X $ 0.4157 = 623.55
39 Consumption charge 2,579 MMBTU X $ 0.3044 = 785.05
40 Consumption charge 0 MMBTU X $ 0.0653 = -
41 Rider GCR Part A 4,079 MMBTU X $ 1.5625 = 6,373.46
42 Rider GCR Part B 4,079 MMBTU X $ 0.5380 = 2,194.58
43 Subtotal $ 10,991.14
44 Rider FF& Rider TAX $ 10,991.14 X 0.06787 = 746.00
45 Total $ 11,737.14
46
47 Customercharge $ 1,054.75
48 Consumption charge 1,500 MMBTU X $ 0.4330 = 649.50
49 Consumption charge 2,579 MMBTU X $ 0.3171 = 817.80
50 Consumption charge 0 MMBTU X $ 0.0680 = -
51 Rider GCR Part A 4,079 MMBTU X $ 1.5625 = 6,373.46
52 Rider GCR Part B 4,079 MMBTU X $ 0.5380 = 2,194.58
53 Subtotal $ 11,090.09
54 Rider FF& Rider TAX $ 11,090.09 X 0.06787 = 752.72
55 Total $ 11,842.81 $ 105.67
56 0.90°/a
57 Rate T Ca�4079 MMBTU Current Proposed Change
58 Customercharge $ 1,014.50
59 Consumption charge 1,500 MMBTU X $ 0.4157 = 623.55
60 Consumption charge 2,579 MMBTU X $ 0.3044 = 785.05
61 Consumption charge 0 MMBTU X $ 0.0653 = -
62 Rider GCR Part B 4,079 MMBTU X $ 0.5380 = 2,194.58
63 Subtotal $ 4,617.68
64 Rider FF& Rider TAX $ 4,617.68 X 0.06787 = 313.41
65 Total $ 4,931.09
66
67 Customercharge $ 1,054.75
68 Consumption charge 1,500 MMBTU X $ 0.4330 = 649.50
69 Consumption charge 2,579 MMBTU X $ 0.3171 = 817.80
70 Consumption charge 0 MMBTU X $ 0.0680 = -
71 Rider GCR Part B 4,079 MMBTU X $ 0.5380 = 2,194.58
72 Subtotal $ 4,716.63
73 Rider FF& Rider TAX $ 4,716.63 X 0.06787 = 320.13
74 Total $ 5,036.76 $ 105.67
75 2.14%
Attachment 3
to 2021 RRM Staff Report
RRM Monthly Savings Over GRIP and DARR Rates
ATMOS ENERGY CORP., MID-TEX DIVISION
RESIDENTIAL AVERAGE BILL COMPARISON
(EXCLUDING GAS COSTS)
ACSC DARR ATM ENVIRONS
Settled Settled Filing Filing
Customer Charge $20.85 $23.80 $27.68 $25.90
Monthly Ccf[1] 45.2 52.7 45.2 45.2
Consumption Charge $0.27979 $0.19526 $0.14846 $0.18653
Average Monthly Bill $33.50 $34.09 $34.39 $34.33
-$0.60 -$0.89 -$0.83
[1] Recognizes that average normal usage for Dallas residential customers is greater than Mid-Tex average.
ORDINANCE XXX
Exhibit A
to 2021 RRM Resolution or Ordinance
Mid-Tex Tariffs
Effective December 1, 2021
MID-TEX DIVISION RRC Tariff No:
ATMOS ENERGY CORPORATION
RATE SCHEDULE: R— RESIDENTIAL SALES
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Application
Applicable to Residential Customers for all natural gas provided at one Point of Delivery and measured
through one meter.
Type of Service
Where service of the type desired by Customer is not already available at the Point of Delivery, additional
charges and special contract arrangements between Company and Customer may be required prior to
service being furnished.
Monthly Rate
Customer's monthly bill will be calculated by adding the following Customer and Ccf charges to the
amounts due under the riders listed below:
Charge Amount
Customer Charge per Bill $ 20.85 per month
Rider CEE Surcharge $ 0.05 per month'
Total Customer Charge $ 20.90 per month
Commodity Charge—All Ccf $0.27979 per Ccf
Gas Cost Recovery: Plus an amount for gas costs and upstream transportation costs calculated
in accordance with Part(a) and Part(b), respectively, of Rider GCR.
Weather Normalization Adjustment: Plus or Minus an amount for weather normalization
calculated in accordance with Rider WNA.
Franchise Fee Adjustment: Plus an amount for franchise fees calculated in accordance with Rider
FF. Rider FF is only applicable to customers inside the corporate limits of any incorporated
municipality.
Tax Adjustment: Plus an amount for tax calculated in accordance with Rider TAX.
Surcharges: Plus an amount for surcharges calculated in accordance with the applicable rider(s).
Agreement
An Agreement for Gas Service may be required.
Notice
Service hereunder and the rates for services provided are subject to the orders of regulatory bodies
having jurisdiction and to the Company's Tariff for Gas Service.
'Reference Rider CEE-Conservation and Energy Efficiency as approved in GUD 10170. Surcharge billing effective July 1,2021.
MID-TEX DIVISION RRC Tariff No:
ATMOS ENERGY CORPORATION
RATE SCHEDULE: C—COMMERCIAL SALES
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE: Page
Application
Applicable to Commercial Customers for all natural gas provided at one Point of Delivery and measured
through one meter and to Industrial Customers with an average annual usage of less than 30,000 Ccf.
Type of Service
Where service of the type desired by Customer is not already available at the Point of Delivery, additional
charges and special contract arrangements between Company and Customer may be required prior to
service being furnished.
Monthly Rate
Customer's monthly bill will be calculated by adding the following Customer and Ccf charges to the
amounts due under the riders listed below:
Charge Amount
Customer Charge per Bill $ 56.50 per month
Rider CEE Surcharge $ 0.01 per month'
Total Customer Charge $ 56.51 per month
Commodity Charge—All Ccf $ 0.12263 per Ccf
Gas Cost Recovery: Plus an amount for gas costs and upstream transportation costs calculated
in accordance with Part (a) and Part (b), respectively, of Rider GCR.
Weather Normalization Adjustment: Plus or Minus an amount for weather normalization
calculated in accordance with Rider WNA.
Franchise Fee Adjustment: Plus an amount for franchise fees calculated in accordance with Rider
FF. Rider FF is only applicable to customers inside the corporate limits of any incorporated
municipality.
Tax Adjustment: Plus an amount for tax calculated in accordance with Rider TAX.
Surcharges: Plus an amount for surcharges calculated in accordance with the applicable rider(s).
Agreement
An Agreement for Gas Service may be required.
Notice
Service hereunder and the rates for services provided are subject to the orders of regulatory bodies
having jurisdiction and to the Company's Tariff for Gas Service.
' Reference Rider CEE-Conservation and Energy Efficiency as approved in GUD 10170. Surcharge billing effective July 1, 2021.
MID-TEX DIVISION RRC Tariff No:
ATMOS ENERGY CORPORATION
RATE SCHEDULE: I— INDUSTRIAL SALES
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Application
Applicable to Industrial Customers with a maximum daily usage (MDU) of less than 3,500 MMBtu per day
for all natural gas provided at one Point of Delivery and measured through one meter. Service for
Industrial Customers with an MDU equal to or greater than 3,500 MMBtu per day will be provided at
Company's sole option and will require special contract arrangements between Company and Customer.
Type of Service
Where service of the type desired by Customer is not already available at the Point of Delivery, additional
charges and special contract arrangements between Company and Customer may be required prior to
service being furnished.
Monthly Rate
Customer's monthly bill will be calculated by adding the following Customer and MMBtu charges to the
amounts due under the riders listed below:
Charge Amount
Customer Charge per Meter $ 1,054.75 per month
First 0 MMBtu to 1,500 MMBtu $ 0.4330 per MMBtu
Next 3,500 MMBtu $ 0.3171 per MMBtu
All MMBtu over 5,000 MMBtu $ 0.0680 per MMBtu
Gas Cost Recovery: Plus an amount for gas costs and upstream transportation costs calculated
in accordance with Part (a) and Part(b), respectively, of Rider GCR.
Franchise Fee Adjustment: Plus an amount for franchise fees calculated in accordance with Rider
FF. Rider FF is only applicable to customers inside the corporate limits of any incorporated
municipality.
Tax Adjustment: Plus an amount for tax calculated in accordance with Rider TAX.
Surcharges: Plus an amount for surcharges calculated in accordance with the applicable rider(s).
Curtailment Overpull Fee
Upon notification by Company of an event of curtailment or interruption of Customer's deliveries,
Customer will, for each MMBtu delivered in excess of the stated level of curtailment or interruption, pay
Company 200% of the midpoint price for the Katy point listed in Platts Gas Daily published for the
applicable Gas Day in the table entitled "Daily Price Survey."
Replacement Index
In the event the "midpoint" or "common" price for the Katy point listed in Platts Gas Daily in the table
entitled "Daily Price Survey" is no longer published, Company will calculate the applicable imbalance fees
utilizing a daily price index recognized as authoritative by the natural gas industry and most closely
approximating the applicable index.
MID-TEX DIVISION RRC Tariff No:
ATMOS ENERGY CORPORATION
RATE SCHEDULE: I— INDUSTRIAL SALES
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Agreement
An Agreement for Gas Service may be required.
Notice
Service hereunder and the rates for services provided are subject to the orders of regulatory bodies
having jurisdiction and to the Company's Tariff for Gas Service.
Special Conditions
In order to receive service under Rate I, Customer must have the type of ineter required by Company.
Customer must pay Company all costs associated with the acquisition and installation of the meter.
MID-TEX DIVISION RRC Tariff No:
ATMOS ENERGY CORPORATION
RATE SCHEDULE: T—TRANSPORTATION
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Application
Applicable, in the event that Company has entered into a Transportation Agreement, to a customer
directly connected to the Atmos Energy Corp., Mid-Tex Division Distribution System (Customer) for the
transportation of all natural gas supplied by Customer or Customer's agent at one Point of Delivery for
use in Customer's facility.
Type of Service
Where service of the type desired by Customer is not already available at the Point of Delivery, additional
charges and special contract arrangements between Company and Customer may be required prior to
service being furnished.
Monthly Rate
Customer's bill will be calculated by adding the following Customer and MMBtu charges to the amounts
and quantities due under the riders listed below:
Charge Amount
Customer Charge per Meter $ 1,054.75 per month
First 0 MMBtu to 1,500 MMBtu $ 0.4330 per MMBtu
Next 3,500 MMBtu $ 0.3171 per MMBtu
All MMBtu over 5,000 MMBtu $ 0.0680 per MMBtu
Upstream Transportation Cost Recovery: Plus an amount for upstream transportation costs in
accordance with Part (b) of Rider GCR.
Retention Adjustment: Plus a quantity of gas as calculated in accordance with Rider RA.
Franchise Fee Adjustment: Plus an amount for franchise fees calculated in accordance with Rider
FF. Rider FF is only applicable to customers inside the corporate limits of any incorporated
municipality.
Tax Adjustment: Plus an amount for tax calculated in accordance with Rider TAX.
Surcharges: Plus an amount for surcharges calculated in accordance with the applicable rider(s).
Imbalance Fees
All fees charged to Customer under this Rate Schedule will be charged based on the quantities
determined under the applicable Transportation Agreement and quantities will not be aggregated for any
Customer with multiple Transportation Agreements for the purposes of such fees.
Monthly Imbalance Fees
Customer shall pay Company the greater of(i) $0.10 per MMBtu, or(ii) 150% of the difference per MMBtu
between the highest and lowest "midpoinY' price for the Katy point listed in Platts Gas Daily in the table
entitled "Daily Price Survey" during such month, for the MMBtu of Customer's monthly Cumulative
Imbalance, as defined in the applicable Transportation Agreement, at the end of each month that exceeds
10% of Customer's receipt quantities for the month.
MID-TEX DIVISION RRC Tariff No:
ATMOS ENERGY CORPORATION
RATE SCHEDULE: T—TRANSPORTATION
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Curtailment Overpull Fee
Upon notification by Company of an event of curtailment or interruption of Customer's deliveries,
Customer will, for each MMBtu delivered in excess of the stated level of curtailment or interruption, pay
Company 200% of the midpoint price for the Katy point listed in Platts Gas Daily published for the
applicable Gas Day in the table entitled "Daily Price Survey."
Replacement Index
In the event the "midpoinY' or "common" price for the Katy point listed in Platts Gas Daily in the table
entitled "Daily Price Survey" is no longer published, Company will calculate the applicable imbalance fees
utilizing a daily price index recognized as authoritative by the natural gas industry and most closely
approximating the applicable index.
Agreement
A transportation agreement is required.
Notice
Service hereunder and the rates for services provided are subject to the orders of regulatory bodies
having jurisdiction and to the Company's Tariff for Gas Service.
Special Conditions
In order to receive service under Rate T, customer must have the type of ineter required by Company.
Customer must pay Company all costs associated with the acquisition and installation of the meter.
MID-TEX DIVISION
ATMOS ENERGY CORPORATION
RIDER: WNA—WEATHER NORMALIZATION ADJUSTMENT
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Provisions for Adiustment
The Commodity Charge per Ccf (100 cubic feet) for gas service set forth in any Rate Schedules utilized
by the cities of the Mid-Tex Division service area for determining normalized winter period revenues shall
be adjusted by an amount hereinafter described, which amount is referred to as the "Weather
Normalization Adjustment." The Weather Normalization Adjustment shall apply to all temperature
sensitive residential and commercial bills based on meters read during the revenue months of November
through April. The five regional weather stations are Abilene, Austin, Dallas, Waco, and Wichita Falls.
Computation of Weather Normalization Adiustment
The Weather Normalization Adjustment Factor shall be computed to the nearest one-hundredth cent
per Ccf by the following formula:
(HSFi x (NDD-ADD) )
WNAFi = Ri
(BLi + (HSFi x ADD) )
Where
i = any particular Rate Schedule or billing classification within any such
particular Rate Schedule that contains more than one billing classification
WNAFi = Weather Normalization Adjustment Factor for the ith rate schedule or
classification expressed in cents per Ccf
Ri = Commodity Charge rate of temperature sensitive sales for the ith schedule or
classification.
HSFi = heat sensitive factor for the ith schedule or classification divided by the
average bill count in that class
NDD = billing cycle normal heating degree days calculated as the simple ten-year
average of actual heating degree days.
ADD = billing cycle actual heating degree days.
Bli = base load sales for the ith schedule or classification divided by the average
bill count in that class
The Weather Normalization Adjustment for the jth customer in ith rate schedule is computed as:
WNA; = WNAF; x q;�
Where q�; is the relevant sales quantity for the jth customer in ith rate schedule.
MID-TEX DIVISION
ATMOS ENERGY CORPORATION
RIDER: WNA—WEATHER NORMALIZATION ADJUSTMENT
APPLICABLE TO: ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE: Bills Rendered on or after 12/01/2021 PAGE:
Base Use/Heat Use Factors
Residential Commercial
Base use Heat use Base use Heat use
Weather Station Ccf Ccf/HDD Ccf Ccf/HDD
Abilene 11.88 0.1459 85.39 0.6996
Austin 10.34 0.1452 194.82 0.9398
Dallas 15.21 0.1915 148.19 1.0986
Waco 10.63 0.1373 130.39 0.7436
Wichita 12.63 0.1398 109.17 0.5803
Falls
Weather Normalization Adiustment (WNA) Report
On or before June 1 of each year, the company posts on its website at atmosenergy.com/mtx-wna, in
Excel format, a Weather Normalization Adjustment (WNA) Report to show how the company calculated
its WNAs factor during the preceding winter season. Additionally, on or before June 1 of each year, the
company files one hard copy and an Excel version of the WNA Report with the Railroad Commission of
Texas' Gas Services Division, addressed to the Director of that Division.
ORDINANCE XXX
Exhibit B
to 2021 RRM Resolution or Ordinance
Mid-Tex
2021 Benchmark for Pensions
and Retiree Benefits
ATMOS ENERGY CORP.,MID-TEX DIVISION
PENSIONS AND RETIREE MEDICAL BENEFITS FOR CITIES APPROVAL
TEST YEAR ENDING DECEMBER 31,2020
Shared Services Mid-Tex Direct
Post- Supplemental Post-
Line Pension Employment Pension Executive Benefit Employment Adjustment
No. Description Account Plan Benefit Plan Account Plan Plan Benefit Plan Total
(a) (b) (c) (d) (e) (f) (g)
Proposed Benefits Benchmark-Fiscal Year 2021 Willis Towers Watson
1 Report as adjusted(1)(2)(3) $ 2,917,949 $ 4,908,358 $ 5,447,063 $ 293,818 $ 6,600,073
2 Allocation to Mid-Tex 43.68% 43.68% 76.11% 100.00% 76.11%
Proposed Benefits Benchmark Costs Allocated to Mid-Tex(Ln 1 x Ln 2)
3 $ 1,274,655 $ 2,144,130 $ 4,145,546 $ 293,818 $ 5,023,057
4 O&M and Capital Allocation Factor 100.00% 100.00% 100.00% 100.00% 100.00%
5 Proposed Benefits Benchmark Costs to Approve(Ln 3 x Ln 4)(3) $ 1,274,655 $ 2,144,130 $ 4,145,546 $ 293,818 $ 5,023,057 $ 12,881,205
6
7
8 Summary of Costs to Approve(1):
9
10 O&M Expense Factor(WP_F-2.3,Ln 2) 75.07% 75.07% 38.66% 11.00% 38.66%
11
12
13 Total Pension Account Plan $ 956,873 $ 1,602,484 $ 2,559,357
14 Total Post-Employment Benefit Plan $ 1,609,582 $ 1,941,691 3,551,272
15 Total Supplemental Executive Benefit Plan $ 32,322 32,322
16 Total(Ln 13+Ln 14+Ln 15) $ 956,873 $ 1,609,582 $ 1,602,484 $ 32,322 $ 1,941,691 $ 6,142,952
17
18 Notes:
19 1.Studies not applicable to Mid-Tex or Shared Services are omitted.
20 2.Mid-Tex is proposing that the Fiscal Year 2021 Willis Towers Watson actuarial amounts shown on WP F-2.3 and WP_F-2.3.1,be approved by the RRM Cities as the
21 benchmark amounts to be used to calculate the regulatory asset or liability for future periods. The benchmark amount approved by the RRM Cities for future periods
22 includes only the expense amount. The amount attributable to capital is recorded to utility plant through the overhead process as described in the CAM.
23 3.SSU amounts exclude cost centers which do not allocate to Mid-Tex for rate making purposes.
ORDINANCE XXX
Exhibit C
to 2021 RRM Resolution or Ordinance
Mid-Tex 2021 Schedule for
Amortization for Regulatory Liability
ATMOS ENERGY CORP.,MID-TEX DIVISION
RATE BASE ADJUSTMENTS
TEST YEAR ENDING DECEMBER 31,2020
AMORTIZATION OF REGULATORY LIABILITY
Total Total
Beginning Protected& Protected&
Line Year Ended Beginning Protected Ending Protected Unprotected Unprotected Ending Unprotected Unprotected Unprotected
No. Dec.31 Protected Balance Amortization Balance Balance Amortization Balance Amortization Balance
(a) (b) (c) (d) (e) (f) (g) (h) (i)
1 2017(3) $ - $ - $ (51,477,654) $ - $ - $ 343,746,535 $ - $ 292,268,881
2 2018 (51,477,654) 494,977 (50,982,677) 343,746,535 (3,513,868) 340,232,667 (3,018,891) 289,249,991
3 2019 (50,982,677) 1,979,910 (49,002,767) 340,232,667 (14,057,872) 326,174,795 (12,077,963) 277,172,028
4 2020 (49,002,767) 1,979,910 (47,022,857) 326,174,795 (13,988,908) 312,185,886 (12,008,999) 265,163,029
5 2021 (47,022,857) 3,464,842 (43,558,015) 312,185,886 (26,390,127) 285,795,760 (22,925,284) 242,237,745
6 2022 (43,558,015) 1,979,910 (41,57$105) 285,795,760 (60,167,528) 225,628,231 (58,187,619) 184,050,126
7 2023 (41,578,105) 1,979,910 (39,598,195) 225,628,231 (6Q167,528) 165,46Q703 (58,187,619) 125,862,508
8 2024 (39,598,195) 1,979,910 (37,618,286) 165,460,703 (60,167,528) 105,293,175 (58,187,619) 67,674,889
9 2025 (37,618,286) 1,979,910 (35,638,376) 105,293,175 (60,167,528) 45,125,646 (58,187,619) 9,487,270
10 2026 (35,638,376) 1,979,910 (33,658,466) 45,125,646 (45,125,646) (0) (43,145,737) (33,658,466)
11 2027 (33,658,466) 1,979,910 (31,678,556) (0) 0 1,979,910 (31,678,556)
12 2028 (31,678,556) 1,979,910 (29,698,647) - - 1,979,910 (29,698,647)
13 2029 (29,698,647) 1,979.910 (27,718.737) - - 1,979.910 (27,718.737)
14 2030 (27,718,737) 1,979,910 (25,738,827) - - 1,979,910 (25,738,827)
15 2031 (25,738,827) 1,979,910 (23,758,917) - - 1,979,910 (23,758,917)
16 2032 (23,758,917) 1,979,910 (21,779,007) - - 1,979,910 (21,779,007)
17 2033 (21,779,007) 1,979.910 (19,799.098) - - 1,979,910 (19,799.098)
18 2034 (19,799,098) 1,979,910 (17,819,188) - - 1,979,910 (17,819,188)
19 2035 (17,819,'I88) 1,979,910 (15,839,278) - - 1,979,910 (15,839,278)
20 2036 (15,839,278) 1,979,910 (13,859,368) - - 1,979,910 (13,859,368)
21 2037 (13,859,368) �,979,910 (11,879,459) - - 1,979,910 (11,879,459)
22 2038 (11,879,459) 1,979,910 (9,899,549) - - 1,979,910 (9,899,549)
23 2039 (9,899,549) 1,979,910 (7,919,639) - - 1,979,910 (7,919,639)
24 2040 (7,919,639) 1,979,910 (5,939,729) - - 1,979,910 (5,939,729)
25 2041 (5,939,729) 1,979,910 (3,959,820) - - 1,979,910 (3,959,820)
26 2042 (3,959,820) 1,979,910 (1,979,910) - - 1,979,910 (1,979,910)
27 2043 (1,979,910) 1,979,910 0 - - 1,979,910 0
28
29 Revenue Related Tax Factor See WP F-5.1 679%
30 Revenue Related Taxes on Annual Amortization Amortization*Tax Factor $ 3,949,355
31 Amortization Including Revenue Related Taxes Amortization+Taxes $ 62,136,973
32
33 Notes:
34 1.The annual amortization of the protected balance is a 26 year recovery period based on the Reverse South Georgia Method. The annual amortization of the unprotected balance is 5 years.
35 2.The Regulatory Liability is recorded to FERC Accounts 253 and 242,Sub Account 27909.
36 3.This is the final Mid-Tex liability balance filing the Fiscal Year 2018 tax return.
ORDINANCE NO. 929
AN ORDINANCE OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,TEXAS,
APPROVING A NEGOTIATED SETTLEMENT BETWEEN THE ATMOS CITIES
STEERING COMMITTEE ("ACSC") AND ATMOS ENERGY CORP., MID-TEX
DIVISION REGARDING THE COMPANY'S 2021 RATE REVIEW MECHANISM
FILING; DECLARING EXISTING RATES TO BE UNREASONABLE; ADOPTING
TARIFFS THAT REFLECT RATE ADJUSTMENTS CONSISTENT WITH THE
NEGOTIATED SETTLEMENT; FINDING THE RATES TO BE SET BY THE
ATTACHED SETTLEMENT TARIFFS TO BE JUST AND REASONABLE AND IN THE
PUBLIC INTEREST; APPROVING AN ATTACHED EXHIBIT ESTABLISHING A
BENCHMARK FOR PENSIONS AND RETIREE MEDICAL BENEFITS; APPROVING
AN ATTACHED EXHIBIT REGARDING AMORTIZATION OF REGULATORY
LIABILITY; REQUIRING THE COMPANY TO REIMBURSE ACSC'S REASONABLE
RATEMAKING EXPENSES; DETERMINING THAT THIS ORDINANCE WAS PASSED
IN ACCORDANCE WITH THE REQUIREMENTS OF THE TEXAS OPEN MEETINGS
ACT; ADOPTING A SAVINGS CLAUSE; DECLARING AN EFFECTIVE DATE; AND
REQUIRING DELIVERY OF THIS ORDINANCE TO THE COMPANY AND THE
ACSC'S LEGAL COUNSEL.
WHEREAS, the Town of Westlake, Texas ("Town") is a gas utility customer of Atmos
Energy Corp., Mid-Tex Division ("Atmos Mid-Tex" or "Company"), and a regulatory authority
with an interest in the rates, charges, and services of Atmos Mid-Tex; and
WHEREAS, the Town is a member of the Atmos Cities Steering Committee ("ACSC"),
a coalition of similarly-situated cities served by Atmos Mid-Tex("ACSC Cities")that have joined
together to facilitate the review of, and response to, natural gas issues affecting rates charged in
the Atmos Mid-Tex service area•, and
WHEREAS, ACSC and the Company worked collaboratively to develop a Rate Review
Mechanism ("RRM") tariff that allows for an expedited rate review process by ACSC Cities as a
substitute to the Gas Reliability Infrastructure Program ("GRIP") process instituted by the
Legislature, and that will establish rates for the ACSC Cities based on the system-wide cost of
serving the Atmos Mid-Tex Division; and
WHEREAS, the current RRM tariff was adopted by the Town in a rate ordinance in
2018; and
WHEREAS,on about April 1,2021,Atmos Mid-Tex filed its 2021 RRM rate request with
ACSC Cities based on a test year ending December 31, 2020; and
WHEREAS, ACSC coordinated its review of the Atmos Mid-Tex 2021 RRM filing
through its Executive Committee, assisted by ACSC's attorneys and consultants, to resolve issues
identified in the Company's RRM filing; and
Ordinance 929
Page 1 of 4
WHEREAS, the Executive Committee, as well as ACSC's counsel and consultants,
recommend that ACSC Cities approve an increase in base rates for Atmos Mid-Tex of $22.78
million applicable to ACSC Cities with an Effective Date of December 1, 2021; and
WHEREAS, ACSC agrees that Atmos plant-in-service is reasonable; and
WHEREAS, with the exception of approved plant-in-service, ACSC is not foreclosed
from future reasonableness evaluation of costs associated with incidents related to gas leaks; and
WHEREAS, the two month delayed Effective Date from October 1 to December 1 will
save ACSC ratepayers approximately $3.8 million off new rates imposed by the attached tariffs
(Exhibit A),
WHEREAS, the attached tariffs (Exhibit A) implementing new rates are consistent with
the recommendation of the ACSC Executive Committee, are agreed to by the Company, and are
just,reasonable, and in the public interest; and
WHEREAS, the settlement agreement sets a new benchmark for pensions and retiree
medical benefits (Exhibit B); and
WHEREAS,the settlement agreement establishes an amortization schedule for regulatory
liability prepared by Atmos Mid-Tex (Exhibit C); and
WHEREAS, the RRM Tariff contemplates reimbursement of ACSC's reasonable
expenses associated with RRM applications;
NOW, THEREFORE, BE IT ORDAINED BY THE TOWN COUNCIL OF THE
TOWN OF WESTLAKE, TEXAS:
Section 1. That the findings set forth in this Ordinance are hereby in all things approved.
Section 2. That, without prejudice to future litigation of any issue identified by ACSC,
the Town Council finds that the settled amount of an increase in revenues of$22.78 million for
ACSC Cities represents a comprehensive settlement of gas utility rate issues affecting the rates,
operations, and services offered by Atmos Mid-Tex within the municipal limits arising from
Atmos Mid-Tex's 2021 RRM filing, is in the public interest, and is consistent with the Town's
authority under Section 103.001 of the Texas Utilities Code.
Section 3. That despite finding Atmos Mid-Tex's plant-in-service to be reasonable,ACSC
is not foreclosed in future cases from evaluating the reasonableness of costs associated with
incidents involving leaks of natural gas.
Ordinance 929
Page 2 of 4
Section 4. That the existing rates for natural gas service provided by Atmos Mid-Tex are
unreasonable. The new tariffs attached hereto and incorporated herein as Exhibit A, are just and
reasonable, and are designed to allow Atmos Mid-Tex to recover annually an additional $22.78
million from customers in ACSC Cities, over the amount allowed under currently approved rates.
Such tariffs are hereby adopted.
Section 5. That the ratemaking treatment for pensions and retiree medical benefits in
Atmos Mid-Tex's next RRM filing shall be as set forth on Exhibit B, attached hereto and
incorporated herein.
Section 6. That subj ect to any future settlement or decision regarding the balance of Excess
Deferred Income Tax to be refunded to ratepayers, the amortization of regulatory liability shall be
consistent with the schedule found in Exhibit C, attached hereto and incorporated herein.
Section 7. That Atmos Mid-Tex shall reimburse the reasonable ratemaking expenses of
the ACSC in processing the Company's 2021 RRM filing.
Section 8. That to the extent any resolution or ordinance previously adopted by the Council
is inconsistent with this Ordinance, it is hereby repealed.
Section 9. That the meeting at which this Ordinance was approved was in all things
conducted in strict compliance with the Texas Open Meetings Act, Texas Government Code,
Chapter 551.
Section 10. That if any one or more sections or clauses of this Ordinance is adjudged to
be unconstitutional or invalid, such judgment shall not affect, impair, or invalidate the remaining
provisions of this Ordinance, and the remaining provisions of the Ordinance shall be interpreted
as if the offending section or clause never existed.
Section 11. That consistent with the Town Ordinance that established the RRM process,
this Ordinance shall become effective from and after its passage with rates authorized by attached
tariffs to be effective for bills rendered on or after December 1, 2021.
Section 12. That a copy of this Ordinance shall be sent to Atmos Mid-Tex, care of Chris
Felan, Vice President of Rates and Regulatory Affairs Mid-Tex Division, Atmos Energy
Corporation, 5420 LBJ Freeway, Suite 1862, Dallas, Texas 75240, and to Thomas Brocato,
General Counsel to ACSC,at Lloyd Gosselink Rochelle&Townsend,P.C., 816 Congress Avenue,
Suite 1900, Austin, Texas 78701.
Ordinance 929
Page 3 of 4
PASSED AND APPROVED ON THIS 23RD DAY OF AUGUST 2021.
ATTEST: Laura Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Ordinance 929
Page 4 of 4
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 23, 2021
TOPIC: Discussion and consideration of an Ordinance to Update the Solana Public
Improvement District Service and Assessment Plan and Assessment Roll
2020.
STAFF: Ginger Awtry, Finance Director
Jarrod Greenwood, Assistant Town Manager
STRATEGIC ALIGNMENT
� � � . � . . , ; � • � i � �
Exemplary Service&Governance Increase
-We set the standard by delivering
Fiscal Responsibility Fiscal Stewardship unparalleled municipal and Transparency,
educational services at the lowest Accessibility&
cost. Communications
SUMMARY
The Solana Public Improvement District (PID) for the Entrada development was created by
Resolution 14-07 by Town Council on February 24, 2014. In order to levy the assessment on
property within the PID required to service the PID bonds, Town Council adopted Ordinance No.
741 approving the Solana Pubic Improvement District Service and Assessment Plan and
Assessment Roll.
Sections 372.013 and 372.014 of the Public Improvement District Assessment Act, Chapter 372,
Texas Local Government Code (the "PID Act")require that Service and Assessment Plans (SAP)
and Assessment Rolls to be reviewed and updated annually which requires Council approval.
Council approved Ordinance 752 that provided the first annual update to the SAP at the September
21, 2015 Regular Council meeting. The second update to this SAP was approved by the Council
via Ordinance 796 on September 19, 2016. The Council approved an SAP Update in January
2018, which, after due process and public hearing, levied the Part B Assessment related to the
Parking Garage. Town Council has since approved upadtes to the PID SAP as follows: Ordinance
861 on August 27, 2018; Ordinance 890 on August 26, 2019; and the last update with Ordinance
912 on August 24, 2020.
Page 1 of 2
Upon approval from Council, the Assessment Roll will be provided to the Tarrant County
Appraisal District to be included in the 202 U2022 tax bills which will be mailed out in October
2021.
COUNCIL ACTION/OPTIONS
• Approve the proposed PID SAP Update
• Reject the proposed PID SAP Update
STAFF RECOMMENDATION
Staff recommends approval.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source: N/A
Contract: No Forms: N/A
Service Levels: The proposed PID SAP Update continues the current level of service for the
Entrada development.
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The proposed Ordinance is not anticipated to significantly impact the
Academy's budget.
Comprehensive Plan: The proposed Ordinance support the Comp Plan by providing the
necessary funding to satisfy the Entrada development requirements.
Cost Recovery Analysis: The proposed Ordinanance is not evaluated through the Cost
Recovery Analysis Tool.
Traffic Impact: The proposed Ordinance does not have an impact on traffic.
ATTACHMENTS
1. Ordinance
2. PID Service And Assessment Plan
Page 2 of 2
TOWN OF WESTLAKE
ORDINANCE NO. 930
SOLANA PUBLIC IMPROVEMENT DISTRICT SUPPLEMENTAL SERVICE AND
ASSESSMENT PLAN AND ASSESSMENT ROLL.
A SUPPLEMENTAL ORDINANCE OF THE TOWN COUNCIL OF THE TOWN OF
WESTLAKE UPDATING THE SOLANA PUBLIC IMPROVEMENT DISTRICT OF
THE TOWN OF WESTLAKE SERVICE AND ASSESSMENT PLAN AND
ASSESSMENT ROLL.
WHEREAS, by Resolution 14-07 adopted on February 24, 2014, after notice and a
public hearing in the manner required by law, the Town Council of the Town of Westlake, Texas
approved a resolution authorizing the creation of the Solana Public Improvement District of the
Town of Westlake; and
WHEREAS, the Town Council, pursuant to Section 372.016(b) of the Public
Improvement District Assessment Act, Chapter 372, Texas Local Government Code (the "PID
Act") PID Act, published notice of the Levy and Assessment Hearing on December 22, 2014, in
The Star-Telegram, a newspaper of general circulation in the Town; and
WHEREAS, on January 15, 2015, after notice and a public hearing conducted in the
manner required by law, the Town Council adopted Ordinance No. 741 approving the Solana
Public Improvement District Service and Assessment Plan and Assessment Roll and the levy of
assessments on property in the District; and
WHEREAS, on January 15, 2015, the Town Council convened the Levy and Assessment
Hearing and adopted Ordinance No. 743, authorizing the issuance of bonds secured by the
assessments levied pursuant to the Assessment Ordinance; and
WHEREAS, on January 28, 2018, after notice and a public hearing conducted in the
manner required by law, the Town Council adopted Ordinance No. 843 approving the Solana
Public Improvement District Service and Assessment Plan and Assessment Roll and the levy of
the Part—B Assessment pertaining to the Parking Garage on property in the District; and
WHEREAS, on August 24, 2020, Town Council approved Ordinance 912 that updated
the SAP; and
WHEREAS, the Service and Assessment Plan and Assessment Roll is required to be
reviewed and updated annually as described in Sections 372.013 and 372.014 of the PI�D Act;
and
WHEREAS, the Town Council now desires to proceed with the adoption of this
Ordinance for the Annual Service Plan Update and the updated Assessment Roll attached
thereto, in conformity with the requirements of the PID Act; and
WHEREAS, the Town Council finds the passage of this Ordinance to be in the best
interest for the citizens of Westlake.
Ordinance 930
Page 1 of 2
NOW, THEREFORE, BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN
OF WESTLAKE, TEXAS:
SECTION 1: That all matters stated in the preamble are found to be true and correct and
are incorporated herein as if copied in their entirety.
SECTION 2: That the Solana Annual Service Plan Update and updated Assessment
Roll attached hereto as "Exhibit A"are hereby accepted as provided.
SECTION 3: If any portion of this Ordinance 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 Ordinance without the
invalid provision.
SECTION 4: That this Ordinance shall be cumulative of all other Town Ordinances
and all other provisions of other Ordinances adopted by the Town which are inconsistent with
the terms or provisions of this Ordinance are hereby repealed.
SECTION 5: It is hereby declared to be the intention of the Town Council of the Town
of Westlake, Texas, that sections, paragraphs, clauses and phrases of this Ordinance are
severable, and if any phrase, clause, sentence, paragraph or section of this Ordinance shall be
declared legally invalid or unconstitutional by the valid judgment or decree of any court of
competent jurisdiction, such legal invalidity or unconstitutionality shall not affect any of the
remaining phrases, clauses, sentences, paragraphs or sections of this Ordinance since the same
would have been enacted by the Town Council of the Town of Westlake without the
incorporation in this Ordinance of any such legally invalid or unconstitutional, phrase, sentence,
paragraph or section.
SECTION 6: This ordinance shall take effect immediately from and after its passage as
the law in such case provides.
PASSED AND APPROVED ON THIS 23RD DAY OF AUGUST 2021.
ATTEST: Laura Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Ordinance 930
Page 2 of 2
ORDINANCE 930 �
r
EXHIBIT "A" WORK,S
� �
TOWN OF WESTLAKE, TEXAS
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE
AUGUST 23, 2021
�
INTRODUCTION
Capitalized terms used in this Annual Service Plan Update shall have the meanings set forth in
the original Service and Assessment Plan or the Development Agreement, Financing Agreement,
and Reimbursement Agreements, as applicable.
On February 24, 2014, the Town Council adopted Resolution No. 14-07 authorizing the creation
of the PID to finance the costs of certain public improvements for the benefit of property in the
PID.
On January 15, 2015, the Town Council adopted (1) Ordinance No. 741, which approved the levy
of Assessments on Assessed Property and approved the Service and Assessment Plan; (2)
Ordinance No. 742 approving the Financing Agreement and Reimbursement Agreement—Part A;
and (3) Ordinance No. 743 issuing the Town of Westlake, Texas Special Assessment Revenue
Bonds, Series 2015 (Solana Public Improvement District Project, Series 2015 Bonds) in the
aggregate principal amount of $26,175,000 to finance, refinance, provide or otherwise assist in
the acquisition, construction and maintenance of the public improvements provided for the
benefit of the property in the PID. The Service and Assessment Plan identified the Authorized
Improvements to be provided by the PID, the Authorized Improvement costs, the indebtedness
to be incurred for the Authorized Improvements, and the manner of assessing the property in
the PID for the costs of the Authorized Improvements. The Town Council also adopted an
Assessment Roll identifying the Assessments on each Lot within the PID, based on the method of
assessment identified in the Service and Assessment Plan.
On September 19, 2016,the Town Council adopted Ordinance No. 796,which approved the 2016
Annual Service Plan Update and updated the Assessment Roll for 2016.
On November 21, 2017,the Town Council adopted Ordinance No. 838, which approved the 2017
Annual Service Plan Update and updated the Assessment Roll for 2017.
On January 29, 2018, the Town Council adopted Ordinance No. 843, which approved the levy of
Assessments on Improvement Area #1 Assessed Property and approved the Annual Service Plan
Update and Assessment Roll for Assessment Part B for the Reimbursement Agreement— Part B
in the aggregate principal amount of$2,425,000 secured by Assessments.
On August 22, 2018, the Town Council adopted Ordinance No. 861, which approved the 2018
Annual Service Plan Update and updated the Assessment Roll for 2018. The 2018 Annual Service
Plan Updated served to update both the Service and Assessment Plan and the Annual Service
Plan for Assessment Part B.
SOLANA PUBLIC IMPROVEMENT DISTRICT 1
2021 ANNUAL SERVICE PLAN UPDATE
On August 26, 2019, the Town Council adopted Ordinance No. 890, which approved the 2019
Annual Service Plan Update and updated the Assessment Roll for 2019.
On August 24, 2020, the Town Council adopted Ordinance No. 912, which approved the 2020
Annual Service Plan Update and updated the Assessment Roll for 2020.
Pursuant to the PID Act, the Service and Assessment Plan must be reviewed and updated
annually. This document is the Annual Service Plan Update for 2021. This 2021 Annual Service
Plan Update also updates the Assessment Roll for 2021.
[Remainder of page intentionally left blank.]
SOLANA PUBLIC IMPROVEMENT DISTRICT Z
2021 ANNUAL SERVICE PLAN UPDATE
LISTED EVENTS
There following listed events have occurred in the PID:
■ $325,000 partial sinking fund redemption on September 1, 2017
■ $350,000 partial sinking fund redemption on September 1, 2018
■ $375,000 partial sinking fund redemption on September 1, 2019
■ $400,000 partial sinking fund redemption on September 1, 2020
■ Set forth below is a list of material event disclosures regarding certain litigation and other
matters involving certain affiliates of Centurion American:
o Westlake Entrada/Flower Mound Riverwalk Project (the "Entrada/Riverwalk
Lawsu it")
o Rainier Medical Investors LLC & RMI River Walk Investors LP v. Centurion
Riverwalk, LLC, et al., in Collin County, Texas
o Megatel Homes III, LLC v. Wilbow-Windhaven Development Corporation v.
Centurion Windhaven, LP, et al.; in Kaufman County Texas
o Cause No. 3:20-CV-00688-L: Megatel Homes, LLC, et al. v. Mehrdad Moayedi, et
al., in U.S. District Court, Northern District of Texas; Cause No. DC-19-08774(in the
160th Judicial District Court, Dallas Co., TexasJ: Megatel Homes, LLC, et. al. v.
United Development Funding L.P., et. al.;Cause No. 380-02960-2020(in the 380th
District Court, Collin County, Texas); Megatel Homes 111, LLC v. MM Plano 54, LLC;
Cause No. DC-19-18033(in the 160th District Court, Dallas County, TexasJ;Megatel
Homes 111, LLC v. CADG Mercer MM Holdings, LLC et. al.; Megatel Homes 111, LLC v.
CTMGT Erwin Farms, LLC and CADG Erwin Farms, LLC; Cause No. 219-01995-2021;
219th Judicial District Court, Collin County, Texas;Megatel Homes 111, LLC v. CTMGT
Frontier 80, LLC; Cause No. 199-01546-2021; 199th Judicial District Court, Collin
County, Texas.
o More information can be found by visiting the Electronic Municipal Market Access
page at https://emma.msrb.org/IssueView/Details/EA356322
PARCEL SUBDIVISION
■ The Replat of Westlake Entrada Primrose Lots 2R, &3R, Block M was filed and recorded
with the County on September 2, 2016, which consisted of 2 commercial Lots.
■ The Replat of Westlake Entrada Block B, Lot R, Block I, Lots 1 & 2X, Block J, Lots 11-16,
17X, 18X, 19X, & 20X, and Block S, Lot 1X was filed and recorded with the County on April
11, 2017, which consisted of 6 residential Lots and 4 Lots of Non-Benefited Property.
SOLANA PUBLIC IMPROVEMENT DISTRICT 3
2021 ANNUAL SERVICE PLAN UPDATE
■ The Replat of Westlake Entrada Lots 1XR, 2XR, 3-14, 15X, 16X, & 17X, Block I was filed and
recorded with the County of September 11, 2017, which consisted of 12 residential Lots
and 5 Lots of Non-Benefited Property.
■ The Replat of Westlake Entrada Block L, Lot 6 & Block S, Lot 2X was filed and recorded
with the County on September 19, 2017, which consisted of 1 commercial Lot and 1 Lot
of Non-Benefited Property.
■ The Replat of Westlake Entrada Lots 1R, 2, 3, & 4, Block A, and Lots 1R, 2RX & 3RX, Block
0 was filed and recorded with the County on April 5, 2018, which consisted of 4
commercial Lots and 3 Lots of Non-Benefited Property.
■ The Replat of Lot 1, Block B Westlake Entrada consisting of Lots 1R, 2-5, Block B, Lots 1-2,
3A, 3B, 4-6, Block C, Lot 1, 2X, Block D, Lots 1, 15-17, 18X, Block E, Lots 1-5, 6X, Block F,
Lots 1-5, 6X, Block G, Lots 1-5, 6X, Block H, Lot 1, Block J, Lots 1- 5, Block K, Lots 1-5, Block
L, Lots 1-3, 4X, 5X, Block P, Lot 1, Block Q, Lot 1, Block R was filed and recorded with the
County on June 27, 2018.
■ The Amended Plat of Westlake Entrada Lots 1XRR, 2XRR, 3R-14R, & 15XR, Block I was filed
and recorded with the County on August 28, 2018, which consisted of 12 residential Lots
and 2 Lots of Non-Benefited Property.
■ The Replat of Westlake Entrada Lots 1R, 2-14, 19X, 20X, Block E was filed and recorded
with the County on June 27, 2019, which consisted of 14 residential Lots and 2 Lots of
Non-Benefited Property.
■ The Amended Plat of Westlake Entrada Lots 4R, 5R, 6R, & 7R, Block E, was filed and
recorded with the County on July 9, 2021, which consisted of 4 residential Lots. The
Amended Plat of Westlake Entrada Lots 4R, 5R, 6R, & 7R, Block E is attached hereto as
Exhibit B.
LOT SALES & HOME SALES UPDATE
Residential
Per the Quarterly Report dated March 31, 2021, 30 residential units have started construction,
27 residential units have completed construction, and 3 residential units have been sold to end-
users. Completion of all residential units in the PID is expected to occur in July 2025.
Commercial
Per the Town staff, of the expected 1,158,299 square feet of commercial space described in the
Service and Assessment Plan, 56,319 square feet of commercial development has been
constructed, including a CVS, Primrose Daycare Center, Entrada Sales Office, and the Entrada
Retail Corner/Starbucks. Permits for construction have been issued on a total of 17 units, for a
total permitted commercial square footage of 102,463.
SOLANA PUBLIC IMPROVEMENT DISTRICT 4
2021 ANNUAL SERVICE PLAN UPDATE
OUTSTANDING ASSESSMENT
Improvement Area #1
Improvement Area #1 has an outstanding Assessment of$20,152,812.63, as shown below.
Reimbursement Reimbursement
Agreement- Agreement-
Series 2015 Bond Part A Part B Total
Outstanding Assessment
Series 2015 Bond $ 15,683,150.61 $ - $ - $ 15,683,150.61
Reimbursement Agreement-Part A - 2,164,662.02 - 2,164,662.02
Reimbursement Agreement-Part B - - 2,305,000.00 2,305,000.00
$ 15,683,150.61 $ 2,164,662.02 $ 2,305,000.00 $ 20,152,812.63
Improvement Area #2
Improvement Area #2 has an outstanding Assessment of$5,257,633.23, as shown below.
Reimbursement Reimbursement
Agreement- Agreement-
Series 2015 Bond Part A Part B Total
Outstanding Assessment
Series 2015 Bond $ 4,619,964.11 $ - $ - $ 4,619,964.11
Reimbursement Agreement-Part A - 637,669.12 - 637,669.12
Reimbursement Agreement-Part B - - - -
$ 4,619,964.11 $ 637,669.12 $ - $ 5,257,633.23
Improvement Area #3
Improvement Area #3 has an outstanding Assessment of$4,548,554.14, as shown below.
Reimbursement Reimbursement
Agreement- Agreement-
Series 2015 Bond Part A Part B Total
Outstanding Assessment
Series 2015 Bond $ 3,996,885.28 $ - $ - $ 3,996,885.28
Reimbursement Agreement-Part A - 551,668.86 - 551,668.86
Reimbursement Agreement-Part B - - - -
$ 3,996,885.28 $ 551,668.86 $ - $ 4,548,554.14
SOLANA PUBLIC IMPROVEMENT DISTRICT 5
2021 ANNUAL SERVICE PLAN UPDATE
ANNUAL INSTALLMENT DUE 1/31/2022
Improvement Area #1
■ Principal and Interest - The total principal and interest required for the Annual
Installment for Improvement Area #1 is $1,609,156.17.
■ Prepayment Reserve - The Prepayment Reserve Requirement, as defined in the
Indenture, is equal to 1.5% of the principal amount of the then Outstanding Bonds and
has not yet been met. As such, the Prepayment Reserve will be funded with 40% of the
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Prepayment Reserve amount due for Improvement Area #1 of$31,366.30.
■ Delinquency Reserve - The Delinquency Reserve Requirement, as defined in the
Indenture, is equal to 4% of the principal amount of the then Outstanding Bonds and has
not yet been met. As such, the Delinquency Reserve will be funded with 60% of the
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Delinquency Reserve amount due for Improvement Area #1 of$47,049.45.
■ Administrative Expenses - The cost of administering the PID 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 Administration Expenses
budgeted for the Annual Installment for Improvement Area #1 is $53,728.60.
Reimbursement Reimbursement
Agreement- Agreement-
Series 2015 Bond Part A Part B Total
Annual Installment Due 1/31/2022
Principal $ 290,428.71 $ 14,844.13 $ 45,000.00 $ 350,272.85
Interest 971,484.05 139,187.77 148,211.50 1,258,88332
Prepayment Reserve 31,366.30 - - 31,366.30
Delinquency Reserve 47,049.45 - - 47,049.45
Administrative Expenses 41,812.21 5,771.12 6,145.27 53,728.60
$ 1,382,140.73 $ 159,803.02 $ 199,356.77 $ 1,741,300.52
Improvement Area #2
■ Principal and Interest - The total principal and interest required for the Annual
Installment for Improvement Area #2 is $417,110.93.
■ Prepayment Reserve - The Prepayment Reserve Requirement, as defined in the
Indenture, is equal to 1.5% of the principal amount of the then Outstanding Bonds and
has not yet been met. As such, the Prepayment Reserve will be funded with 40% of the
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Prepayment Reserve amount due for Improvement Area #2 of$9,239.93.
SOLANA PUBLIC IMPROVEMENT DISTRICT 6
2021 ANNUAL SERVICE PLAN UPDATE
■ Delinquency Reserve — The Delinquency Reserve Requirement, as defined in the
Indenture, is equal to 4% of the principal amount of the then Outstanding Bonds and has
not yet been met. As such, the Delinquency Reserve will be funded with 60% of the
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Delinquency Reserve amount due for Improvement Area #2 of$14,017.16.
■ Administrative Expenses - The cost of administering the PID 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 Administration Expenses
budgeted for the Annual Installment for Improvement Area #2 is $14,017.16.
Reimbursement Reimbursement
Agreement- Agreement-
Series 2015 Bond Part A Part B Total
Annual Installment Due 1/31/2022
Principal $ 85,554.89 $ 4,372.81 $ - $ 89,927.70
Interest 286,181.11 41,002.12 - 327,183.23
Prepayment Reserve 9,239.93 - - 9,239.93
Delinquency Reserve 13,859.89 - - 13,859.89
Administrative Expenses 12,317.10 1,700.06 - 14,017.16
$ 407,152.92 $ 47,074.99 $ - $ 454,227.92
Improvement Area #3
■ Principal and Interest - The total principal and interest required for the Annual
Installment for Improvement Area #3 is $360,856.60.
■ Prepayment Reserve - The Prepayment Reserve Requirement, as defined in the
Indenture, is equal to 1.5% of the principal amount of the then Outstanding Bonds and
has not yet been met. As such, the Prepayment Reserve will be funded with 40% of the
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Prepayment Reserve amount due for Improvement Area #3 of$7,993.77.
■ Delinquency Reserve - The Delinquency Reserve Requirement, as defined in the
Indenture, is equal to 4% of the principal amount of the then Outstanding Bonds and has
not yet been met. As such, the Delinquency Reserve will be funded with 60% of the
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Delinquency Reserve amount due for Improvement Area #3 of$11,990.66.
■ Administrative Expenses - The cost of administering the PID 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 Administration Expenses
budgeted for the Annual Installment for Improvement Area #3 is $12,126.72.
SOLANA PUBLIC IMPROVEMENT DISTRICT �
2021 ANNUAL SERVICE PLAN UPDATE
Reimbursement Reimbursement
Agreement- Agreement-
Series 2015 Bond Part A Part B Total
Annual Installment Due 1/31/2022
Principal $ 74,01639 $ 3,783.06 $ - $ 77,799.45
Interest 247,584.84 35,472.31 - 283,057.15
Prepayment Reserve 7,993.77 - - 7,993.77
Delinquency Reserve 11,990.66 - - 11,990.66
Administrative Expenses 10,655.93 1,470.78 - 12,126.72
$ 352,241.59 $ 40,726.15 $ - $ 392,967.74
The debt service schedules for the Series 2015 Bonds, Reimbursement Agreement— Part A, and
Reimbursement Agreement—Part B, as provided by Lawrence Financial, LLC, are attached hereto
as Exhibit E-1, Exhibit E-2, and Exhibit E-3, respectively.
PREPAYMENT OF ASSESSMENTS IN FULL I
No prepayments in full have occurred within the PID. See Exhibit F for the form of Notice of
Termination of Assessment.
PARTIAL PREPAYMENTS OF ASSESSMENTS
No partial prepayments have occurred within the PID.
[Remainder of page intentionally left blank.]
SOLANA PUBLIC IMPROVEMENT DISTRICT 8
2021 ANNUAL SERVICE PLAN UPDATE
BOND FUND
P3Works has reviewed the following bond accounts related to the PID as of March 31, 2021, and
each account contains the amount shown below:
Account: 3/31/2021 Balance
Pledged Revenue Fund
Bond Pledged Revenue Account $2,275,736.34
Developer Reimbursement Pledged Revenue Account $875,430.41
Bond Fund
Capitalized Interest Account $0.00
Principal and Interest Account $1.47
Project Fund
Improvement Project A Improvement Account $30,403.00
Developer Improvement Account $0.00
Reserve Fund
Reserve Account $2,098,015.00
Prepayment Reserve Account $208,481.08
Delinquency Reserve Account $312,721.65
Redemption Fund $0.00
Rebate Fund $0.00
Administrative Fund $68,999.32
Reimbursement Fund $0.00
Developer Property Tax Reserve Fund $112.24
Note:
Past principal and interest collected for the Reimbursement Agreement- Part B is currently included in the
Pledged Revenue Fund of the 2015 Bonds. The Town is currently working with the Trustee so that in
future Annual Service Plan Updates, there will be a seperated Depository Agreement with the Trustee in
which principal and interest collected for the Reimbursement Agreement- Part B will be deposited.
[Remainder of page intentionally left blank.]
SOLANA PUBLIC IMPROVEMENT DISTRICT 9
2021 ANNUAL SERVICE PLAN UPDATE
SERVICE PLAN — FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the 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.
Principal $ 350,272.85 $ 375,280.16 $ 395,287.47 $ 416,422.40 $ 453,210.04
I nte rest 1,258,883.32 1,231,409.15 1,205,074.79 1,182,946.40 1,159,637.85
(1) $ 1,609,156.17 $ 1,606,689.31 $ 1,600,362.26 $ 1,599,368.80 $ 1,612,847.89
Delinquency&Prepayment Reserve (2) $ 78,415.75 $ 76,963.61 $ 75,430.79 $ 73,817.30 $ 72,123.13
Administrative Expenses (3) $ 53,728.60 $ 54,803.17 $ 55,899.24 $ 57,017.22 $ 58,157.56
TotalAnnuallnstallment (4)=�1)+�2)+(3) $ 1,741,300.52 $ 1,738,456.09 $ 1,731,692.29 $ 1,730,20332 $ 1,743,128.59
Principal $ 89,927.70 $ 95,821.48 $ 101,715.26 $ 106,468.31 $ 117,305.26
Interest 327,183.23 322,196.54 316,875.09 311,218.86 305,301.22
(1) $ 417,110.93 $ 418,018.02 $ 418,590.35 $ 417,687.17 $ 422,606.48
Delinquency&Prepayment Reserve (2) 5 23,099.82 $ 22,672.05 $ 22,220.51 $ 21,745.20 $ 21,246.13
Administrative Expenses (3) $ 14,017.16 $ 14,297.51 $ 14,583.46 $ 14,875.13 $ 15,172.63
Total Annual Installment (4)_(1)+(2)+(3) $ 454,227.92 $ 454,987.57 $ 455,39431 $ 454,307.50 $ 459,025.24
Principal $ 77,799.45 $ 82,898.36 $ 87,997.27 $ 92,109.29 $ 101,484.70
Interest 283,057.15 278,742.99 274,139.22 269,245.83 264,126.29
(1) $ 360,856.60 $ 361,641.35 $ 362,136.49 $ 361,355.13 $ 365,610.99
Delinquency&Prepayment Reserve (2) 5 19,984.43 $ 19,61434 $ 19,223.70 $ 18,812.50 $ 18,380.74
Administrative Expenses (3) $ 12,126.72 $ 12,369.25 $ 12,616.64 $ 12,868.97 $ 13,126.35
Total Annual Installment (4)_(1)+(2)+(3) $ 392,967.74 $ 393,624.95 $ 393,976.83 $ 393,036.59 $ 397,118.07
i
Principal $ 518,000.00 $ 554,000.00 $ 585,000.00 $ 615,000.00 $ 672,000.00
I nte rest 1,869,123.70 1,832,348.69 1,796,089.10 1,763,411.10 1,729,065.36
(1) $ 2,387,123.70 $ 2,386,348.69 $ 2,381,089.10 $ 2,378,411.10 $ 2,401,065.36
Delinquency&Prepayment Reserve (2) 5 121,500.00 $ 119,250.00 $ 116,875.00 $ 114,375.00 $ 111,750.00
Administrative Expenses (3) $ 79,872.48 $ 81,469.93 $ 83,099.33 $ 84,761.31 $ 86,456.54
TotalAnnuallnstallment (4)=�1)+�2)+(3) $ 2,588,496.18 $ 2,587,068.62 $ 2,581,063.43 $ 2,577,547.41 $ 2,599,271.90
AUTHORIZED IMPROVEMENTS
Improvement Prolect A
Per the Quarterly Report dated March 31, 2021, all Improvement Area#1 and Improvement Area
#2 Authorized Improvements in Improvement Project A are being funded by Series 2015 Bond
SOLANA PUBLIC IMPROVEMENT DISTRICT 10
2021 ANNUAL SERVICE PLAN UPDATE
funds.The balance in the Improvement Fund with US Bank is$30,402.77 as of February 28, 2021.
According to the Developer, available remaining funds are currently projected to be sufficient to
complete the Authorized Improvement for Improvement Project A in Improvement Area #1 and
Improvement Area #2. Improvement Area #1 and Improvement Area #2 Authorized
Improvements are significantly complete, with remaining items being the installation of iron
benches. Improvement Area #3 Authorized Improvements are partially constructed (and such
costs of$680,000 out of$3.4 million budgeted to date have been funded by the Developer and
subject to the Part A Reimbursement Agreement), with an estimated cost of $3,400,000
anticipated to be funded by the Developer and subject to the Reimbursement Agreement— Part
A. Improvement Area #3 Authorized Improvements are on hold indefinitely. See the table below
for details about the Improvement Project A budget.
•
Series 2015 Bonds Reimbursement Agreement-Part A
Authorized Improvements
Road $ 3,767,430 $ 1,083,177 $ 4,850,607 $ 622,470 $ $ 622,470
Water Distribution System 890,040 (668,035) 222,005 171,680 - 171,680
Sanitary5ewer 1,531,196 (1,298,927) 232,269 350,100 - 350,100
Storm drainage 1,154,306 (1,154,306) - 579,566 579,566
Landscaping 1,830,501 (661,929) 1,168,572 - - -
Duct Bank 640,304 (142,838) 497,466 93,650 - 93,650
Other Costs(3) 8,120,860 (1,131,154) 6,989,706 573,896 573,896
Parking Facility - - - - - -
Consolidated Wet Utilities Contract - 3,974,012 3,974,012 - - -
$ 17,934,637 $ (1) $ 17,934,637 $ 2,391,362 $ - $ 2,391,362
Bond Issue Costs
Capitalized Interest $ 3,216,750 $ - $ 3,216,750 $ 218,620 $ - $ 218,620
Debt Service Reserve 2,074,313 - 2,074,313 340,000 - 340,000
Other Bond Issuance Related Costs 2,949,301 - 2,949,301 450,018 - 450,018
$ 8,240,364 $ - $ 8,240,364 $ 1,008,638 $ - $ 1,008,638
Total Uses $ 26,175,001 $ (1) $ 26,175,001 $ 3,400,000 $ - 5 3,400,000
Notes:
1)Budget as shown in the Service and Assessment Plan.
2)The budget for the Authorized Improvements is adjusted in this Annual Service Plan Update as the Authorized Improvements are constructed and the Actual
Costs of the Authorized Improvements are determined,per draw 38 provided by the Developer.
3)See Appendix B of the Service and Assessment Plan for details.
[Remainder of page intentionally left blank.]
SOLANA PUBLIC IMPROVEMENT DISTRICT 11
2021 ANNUAL SERVICE PLAN UPDATE
Improvement Prolect B
Per the Quarterly Report dated March 31, 2021, Improvement Project B (the public parking
garage) improvements are under construction, and the estimated costs of $6,160,000 are
anticipated to be funded by the Developer, of which $2,450,000 are subject to Reimbursement
Agreement — Part B. The structure for the Parking Garage is completed, and masonry fa�ade
sample was approved by the Town on the fourth quarter of 2020,with a Certificate of Occupancy
to be issued by the third quarter of 2021. See the table below for details about the Improvement
Project B budget.
.
Authorized Improvements
Road $ - $ - $ -
Water Distribution System - - -
Sanitary Sewer - - -
Storm Drainage - - -
Landscaping - - -
Duct Bank - - -
Other Costs(3) - - -
Parking Facility 6,160,000 - 6,160,000
$ 6,160,000 $ - $ 6,160,000
Bond issue costs
Capitalized Interest $ 170,000 $ - $ 170,000
Debt Service Reserve 242,500 - 242,500
Other Bond Issuance Related Costs 242,500 - 242,500
$ 655,000 $ - $ 655,000
Total Uses $ 6,815,000 $ - $ 6,815,000
Notes:
1)Budget as shown in the Service and Assessment Plan.
2)The budget for the Authorized Improvements is adjusted in this Annual Service Plan Update as the Authorized Improvements are
constructed and the Actual Costs of the Authorized Improvements are determined.
3)See Appendix B of Service and Assessment Plan for details.
[Remainder of page intentionally left blank.]
SOLANA PUBLIC IMPROVEMENT DISTRICT 12
2021 ANNUAL SERVICE PLAN UPDATE
EQUIVALENT UNITS
The Service and Assessment Plan uses Equivalent Units to apportion Assessments based on Land
Use Class. The chart attached hereto as Exhibit C summarizes the original planned number of
units broken down by Land Use Class and Improvement Area, assigns the Equivalent Unit factor
to each Land Use Class as was originally calculated in the Service and Assessment Plan, and
determines the total number of Equivalent Units for each Land Use Class in Improvement Area
#1, Improvement Area#2, and Improvement Area#3. Equivalent Unit Factors are then multiplied
by total Equivalent Units in each Land Use Class to determine Assessment per Unit for each Land
Use Class for both Assessment Part A and Assessment Part B.
The 2018 Annual Service Plan Update approved by Ordinance No. 861 on August 27, 2018
allocated Equivalent Units and their Assessment to their 2018 tax parcel IDs assigned by the
County. For the purpose of calculating or reallocating of Assessments and any corresponding
prepayments of Assessments, all subsequent annual service plan updates, including this Annual
Service Plan Update, is to use the information set forth in Exhibit D.
The calculation of the estimated number of units to be built on a Parcel shall be performed by
the Administrator and confirmed by the Town Council based on the information available
regarding the use of the Parcel. The outstanding Assessment Part A and outstanding Assessment
Part B in each Improvement Area is reallocated to the newly platted Parcels based on the
corresponding approved development plans and projected development plan for each Parcel
provided by the Developer. The detailed projected land use by Parcel are provided by the
Developer and the corresponding Equivalent Unit calculations are shown in Exhibit D.
The 2019 Annual Service Plan Update allocated Equivalent Units to newly subdivided property
within the retail corner of the PID as provided by the Developer. Due to a scrivener's error in the
Developer's identification of the Parcels, two Developer owned parcels in the Subject Property
(defined in Exhibit G) were under assessed and the Remaining Property (defined in Exhibit G)
was over assessed. Therefore, the Service and Assessment Plan Assessments were corrected
between the Subject Property and Remaining Property, as shown and described in Exhibit G.
ASSESSMENT ROLL
The list of current Parcels or Lots within the PID, the corresponding total Assessments, and
current Annual Installment are shown on the Assessment Roll attached hereto as Exhibit A. The
Parcels shown on the Assessment Roll will receive the bills for the 2021 Annual Installments which
will be delinquent if not paid by January 31, 2022.
SOLANA PUBLIC IMPROVEMENT DISTRICT 13
2021 ANNUAL SERVICE PLAN UPDATE
EXHIBIT A-ASSESSMENT ROLL
. . -
., � �- . .
42229969 WESTLAKE ENTRADA Block M Lot 1 ARTA DR $ 675,261.79 $ 58,338.56
42229977 WESTLAKE ENTRADA Block M Lot 2R PLAT D216204548 26 ARTA DR $ 164,633.36 $ 14,225.12
42229985 WESTLAKE ENTRADA Block M Lot 3R PLAT D216204548 22 ARTA DR $ 48,981.83 $ 4,232.27
42229993 WESTLAKE ENTRADA Block N Lot 1 GIRONA DR $ 432,920.18 $ 37,406.40
42230002 WESTLAKE ENTRADA Block N Lot 2 41 ARTA DR $ 47,076.98 $ 4,067.68
42230011 WESTLAKE ENTRADA Block N Lot 3 35 ARTA DR $ 200,961.55 $ 17,364.05
42230029 WESTLAKE ENTRADA Block N Lot 4 ARTA DR $ 38,344.36 $ 3,313.14
42230037 WESTLAKE ENTRADA Block N Lot S 25 ARTA DR $ 28,449.04 $ 2,458.13
42230045 WESTLAKE ENTRADA Block N Lot 6X OPEN SPACE DAVIS BLVD [d] $ - $ -
42331160 WESTLAKE ENTRADA Block J Lot 11 76 CORTES DR $ 37,074.29 $ 3,203.00
42331178 WESTLAKE ENTRADA Block J Lot 12 74 CORTES DR $ 37,074.29 $ 3,203.00
42331186 WESTLAKE ENTRADA Block J Lot 13 72 CORTES DR $ 37,074.29 $ 3,203.00
42331194 WESTLAKE ENTRADA Block J Lot 14 5 CARDONA DR $ 37,074.29 $ 3,203.00
42331208 WESTLAKE ENTRADA Block J Lot 15 7 CATALONIA DR $ 37,074.29 $ 3,203.00
42331216 WESTLAKE ENTRADA BlockJ Lot 16 9 CATALONIA DR $ 37,074.29 $ 3,203.00
42331224 WESTLAKE ENTRADA Block J Lot 17X OPEN SPACE CATALONIA CT [d] $ - $ -
42331232 WESTLAKE ENTRADA Block J Lot 18X OPEN SPACE CATALONIA CT [d] $ - $ -
42331241 WESTLAKE ENTRADA Block J Lot 19X OPEN SPACE CATALONIA CT [d] $ - $ -
42331259 WESTLAKE ENTRADA Block J Lot 20X PRIVATE STREET CATALONIA CT [d] $ - $ -
42331283 WESTLAKE ENTRADA Block 5 Lot 1X OPEN SPACE CORTES [d] $ - $ -
42346426 WESTLAKE ENTRADA-CORTES Block L Lot 6 34 CORTES $ 272,121.26 $ 23,512.59
42346434 WESTLAKE ENTRADA-CORTES Block S Lot 2X OPEN SPACE CORTES [d] $ - $ -
42400366 WESTLAKE ENTRADA Block B Lot 1R SCHOOL BOUNDARY SPLIT 75 ARAGON [e] $ - $ -
42400374 WESTLAKE ENTRADA Block B Lot 2 SCHOOL BOUNDARY SPLIT 67 ARAGON [e] $ - $ -
42400382 WESTLAKE ENTRADA Block B Lot 4 SCHOOL BOUNDARY SPLIT 82 GIRONA [e] $ - $ -
42400391 WESTLAKE ENTRADA Block B Lot 5 SCHOOL BOUNDARY SPLIT ARAGON [e] $ - $ -
42400404 WESTLAKE ENTRADA Block C Lot 1A SCHOOL BOUNDARY SPLIT 64 TARRAGONA [e] $ - $ -
42400412 WESTLAKE ENTRADA Block C Lot 2 SCHOOL BOUNDARY SPLIT 56 TARRAGONA [e] $ - $ -
42400421 WESTLAKE ENTRADA Block P Lot 1 SCHOOL BOUNDARY SPLIT 94 GIRONA [e] $ - $ -
42400439 WESTLAKE ENTRADA Block P Lot 2 91 ANDORRA $ 989,531.85 $ 85,500.34
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE 14
� -
42400447 WESTLAKE ENTRADA Block P Lot 3 74 ARAGON $ 445,289.33 $ 38,475.15
42400455 WESTLAKE ENTRADA Block P Lot 4X OPEN SPACE SCHOOL BPOUNDARY SPLIT STATE HWY 114 [d] $ - $ -
42402318 WESTLAKE ENTRADA Block B Lot 1R SCHOOL BOUNDARY SPLIT 75 ARAGON $ 986,063.13 $ 85,200.63
42402326 WESTLAKE ENTRADA Block B Lot 2 SCHOOL BOUNDARY SPLIT 67 ARAGON $ - $ -
42402334 WESTLAKE ENTRADA Block B Lot 3 68 ARAGON $ 747,508.85 $ 64,588.38
42402342 WESTLAKE ENTRADA Block B Lot 4 82 GIRONA $ 915,189.15 $ 79,076.77
42402351 WESTLAKE ENTRADA Block B Lot 5 SCHOOL BOUNDARY SPLIT 63 TARRAGONA $ - $ -
42402369 WESTLAKE ENTRADA Block C Lot 1A SCHOOL BOUNDARY SPLIT 64 TARRAGONA $ 550,167.96 $ 47,537.17
42402377 WESTLAKE ENTRADA Block C Lot 2 56 TARRAGONA $ 274,842.47 $ 23,747.72
42402385 WESTLAKE ENTRADA Block C Lot 3A 43 TARRAGONA $ 68,030.31 $ 5,878.15
42402393 WESTLAKE ENTRADA Block C Lot 36 35 TARRAGONA $ 108,848.50 $ 9,405.04
42402407 WESTLAKE ENTRADA Block C Lot 4 55 TARRAGONA $ 204,090.94 $ 17,634.45
42402415 WESTLAKE ENTRADA Block C Lot S 63 TARRAGONA $ 170,075.79 $ 14,695.37
42402423 WESTLAKE ENTRADA Block C Lot 6X OPEN SPACE 49 TARRAGONA $ 28,572.73 $ 2,468.82
42402431 WESTLAKE ENTRADA Block D Lot 1 25 COSTA BRAVA $ 281,359.08 $ 24,307.73
42402440 WESTLAKE ENTRADA Block D Lot 2X1 OPEN SPACE GIRONA [d] $ - $ -
42402466 WESTLAKE ENTRADA Block E Lot 15 34 COMILLAS $ 54,146.89 $ 4,677.97
42402474 WESTLAKE ENTRADA Block E Lot 16 36 COMILLAS $ 54,146.89 $ 4,677.97
42402482 WESTLAKE ENTRADA Block E Lot 17 38 COMILLAS $ 54,146.89 $ 4,677.97
42402491 WESTLAKE ENTRADA Block E Lot 18X OPEN SPACE 40 COMILLAS $ 61,845.74 $ 5,343.77
42402504 WESTLAKE ENTRADA Block F Lot 1 2 CASTELLON $ 54,146.89 $ 4,677.97
42402512 WESTLAKE ENTRADA Block F Lot 2 4 CASTELLON $ 54,146.89 $ 4,677.97
42402521 WESTLAKE ENTRADA Block F Lot 3 6 CASTELLON $ 54,146.89 $ 4,677.97
42402539 WESTLAKE ENTRADA Block F Lot 4 8 CASTELLON $ 54,146.89 $ 4,677.97
42402547 WESTLAKE ENTRADA Block F Lot 5 10 CASTELLON $ 556,114.34 $ 48,044.94
42402555 WESTLAKE ENTRADA Block F Lot 6X OPEN SPACE 77 GIRONA $ 37,107.44 $ 3,206.26
42402563 WESTLAKE ENTRADA Block G Lot 1 42 CARDONA $ 815,634.36 $ 70,465.91
42402571 WESTLAKE ENTRADA Block G Lot 2 44 CARDONA $ 54,146.89 $ 4,677.97
42402580 WESTLAKE ENTRADA Block G Lot 3 46 CARDONA $ 54,146.89 $ 4,677.97
42402598 WESTLAKE ENTRADA Block G Lot 4 48 CARDONA $ 54,146.89 $ 4,677.97
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE 15
� -
42402601 WESTLAKE ENTRADA Block G Lot 5 50 CARDONA $ 54,146.89 $ 4,677.97
42402610 WESTLAKE ENTRADA Block G Lot 6X OPEN SPACE 81 GIRONA $ 37,107.44 $ 3,206.26
42402628 WESTLAKE ENTRADA Block H Lot 1 22 CARDONA $ 222,445.73 $ 19,217.97
42402636 WESTLAKE ENTRADA Block H Lot 2 24 CARDONA $ 54,146.89 $ 4,677.97
42402644 WESTLAKE ENTRADA Block H Lot 3 26 CARDONA $ 54,146.89 $ 4,677.97
42402652 WESTLAKE ENTRADA Block H Lot 4 28 CARDONA $ 54,146.89 $ 4,677.97
42402661 WESTLAKE ENTRADA Block H Lot 5 30 CARDONA $ 422,038.62 $ 36,461.60
42402679 WESTLAKE ENTRADA Block H Lot 6X OPEN SPACE 85 GIRONA $ 37,107.44 $ 3,206.26
42402687 WESTLAKE ENTRADA Block J Lot 1 21 CATALONIA $ 222,445.73 $ 19,217.97
42402695 WESTLAKE ENTRADA Block K Lot 1 53 GIRONA $ 1,259,797.73 $ 108,852.62
42402709 WESTLAKE ENTRADA Block K Lot 2 49 GIRONA $ 1,259,797.73 $ 108,852.62
42402717 WESTLAKE ENTRADA Block K Lot 3 50 CORTES $ 1,175,069.07 $ 101,531.65
42402725 WESTLAKE ENTRADA Block K Lot 4 20 COSTA BRAVA $ 1,546,390.90 $ 133,615.66
42402733 WESTLAKE ENTRADA Block K Lot 5 59 GIRONA [d] $ - $ -
42402741 WESTLAKE ENTRADA Block L Lot 1 52 GIRONA $ 669,170.91 $ 57,819.60
42402750 WESTLAKE ENTRADA Block L Lot 2 48 GIRONA $ 1,014,270.14 $ 87,637.85
42402768 WESTLAKE ENTRADA Block L Lot 3 46 CORTES $ 689,456.32 $ 59,572.36
42402776 WESTLAKE ENTRADA Block L Lot 4 42 CORTES $ 625,136.75 $ 54,014.84
42402784 WESTLAKE ENTRADA Block L Lot 5 38 CORTES $ 3,246,653.99 $ 280,526.61
42402792 WESTLAKE ENTRADA Block P Lot 1 SCHOOL BOUNDARY SPLIT 94 GIRONA $ 457,658.48 $ 39,543.91
42402806 WESTLAKE ENTRADA Block P Lot 4X OPEN SPACE SCHOOL BOUNDARY SPLIT STATE HWY 114 [d] $ - $ -
42402814 WESTLAKE ENTRADA Block P Lot 5X OPEN SPACE ARAGON [d] $ - $ -
42402822 WESTLAKE ENTRADA Block Q Lot 1 STATE HWY 114 $ 4,936,326.93 $ 426,473.19
42402831 WESTLAKE ENTRADA Block R Lot 1 58 GIRONA $ 297,972.78 $ 25,746.29
42424567 WESTLAKE ENTRADA Block I Lot 1XRR PRIVATE ACCESS PIEDRA CT [d] $ - $ -
42424575 WESTLAKE ENTRADA Block I Lot 2XRR OPEN SPACE SOLINA BLVD [d] $ - $ -
42424583 WESTLAKE ENTRADA Block I Lot 3R 75 CORTES $ 28,135.91 $ 2,430.77
42424591 WESTLAKE ENTRADA Block I Lot 4R 73 CORTES $ 28,135.91 $ 2,430.77
42424605 WESTLAKE ENTRADA Block I Lot 5R 71 CORTES $ 37,074.29 $ 3,203.00
42424613 WESTLAKE ENTRADA Block I Lot 6R 69 CORTES $ 28,135.91 $ 2,430.77
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE 16
� -
42424621 WESTLAKE ENTRADA Block I Lot 7R 67 CORTES $ 37,074.29 $ 3,203.00
42424630 WESTLAKE ENTRADA Block I Lot 8R 65 CORTES $ 37,074.29 $ 3,203.00
42424648 WESTLAKE ENTRADA Block I Lot 9R 63 CORTES $ 28,135.91 $ 2,430.77
42424656 WESTLAKE ENTRADA Block I Lot 10R 61 CORTES $ 37,074.29 $ 3,203.00
42424664 WESTLAKE ENTRADA Block I Lot 11R 59 CORTES $ 37,074.29 $ 3,203.00
42424672 WESTLAKE ENTRADA Block I Lot 12R 1 PIEDRA CT $ 37,074.29 $ 3,203.00
42424681 WESTLAKE ENTRADA Block I Lot 13R 3 PIEDRA CT $ 37,074.29 $ 3,203.00
42424699 WESTLAKE ENTRADA Block I Lot 14R 5 PIEDRA CT $ 37,074.29 $ 3,203.00
42424702 WESTLAKE ENTRADA Block I Lot 15XR OPEN SPACE PIEDRA CT [d] $ - $ -
42447052 WESTLAKE ENTRADA Block A Lot 1R 76 ANDORRA $ 16,327.28 $ 1,410.76
42447061 WESTLAKE ENTRADA Block A Lot 2 72 ROSES $ 296,859.55 $ 25,650.10
42447079 WESTLAKE ENTRADA Block A Lot 3 78 ANDORRA $ 29,933.34 $ 2,586.39
42447087 WESTLAKE ENTRADA Block A Lot 4 OPEN SPACE ANDORRA [d] $ - $ -
42447095 WESTLAKE ENTRADA Block O Lot 1R SCHOOL BOUNDARY SPLIT 65 ANDORRA DR [e] $ - $ -
42447109 WESTLAKE ENTRADA Block O Lot 2RX OPEN SPACE DAVIS BLVD [d] $ - $ -
42447117 WESTLAKE ENTRADA Block O Lot 3RX OPEN SPACE STATE HWY 114 [d] $ - $ -
42447125 WESTLAKE ENTRADA Block O Lot 1R SCHOOL BOUNDARY SPLIT 65 ANDORRA DR $ 37,107.44 $ 3,206.26
42509121 WESTLAKE ENTRADA Block E Lot 1R 2 COMILLAS DR $ 54,146.89 $ 4,677.97
42509139 WESTLAKE ENTRADA Block E Lot 2 4 COMILLAS DR $ 54,146.89 $ 4,677.97
42509147 WESTLAKE ENTRADA Block E Lot 3 6 COMILLAS DR $ 37,074.29 $ 3,203.00
42509155 WESTLAKE ENTRADA Block E Lot 4 8 COMILLAS DR $ 54,146.89 $ 4,677.97
42509163 WESTLAKE ENTRADA Block E Lot 5 10 COMILLAS CT $ 54,146.89 $ 4,677.97
42509171 WESTLAKE ENTRADA Block E Lot 6 12 COMILLAS CT $ 54,146.89 $ 4,677.97
42509180 WESTLAKE ENTRADA Block E Lot 7 16 COMILLAS CT $ 37,074.29 $ 3,203.00
42509198 WESTLAKE ENTRADA Block E Lot 8 18 COMILLAS CT $ 37,074.29 $ 3,203.00
42509201 WESTLAKE ENTRADA Block E Lot 9 22 COMILLAS CT $ 54,146.89 $ 4,677.97
42509210 WESTLAKE ENTRADA Block E Lot 10 13 COMILLAS CT $ 37,074.29 $ 3,203.00
42509228 WESTLAKE ENTRADA Block E Lot 11 17 COMILLAS CT $ 37,074.29 $ 3,203.00
42509236 WESTLAKE ENTRADA Block E Lot 12 24 COMILLAS CT $ 54,146.89 $ 4,677.97
42509244 WESTLAKE ENTRADA Block E Lot 13 26 COMILLAS DR $ 54,146.89 $ 4,677.97
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE 17
� -
42509252 WESTLAKE ENTRADA Block E Lot 14 28 COMILLAS DR $ 54,146.89 $ 4,677.97
42509261 WESTLAKE ENTRADA Block E Lot 19X OPEN SPACE 24 COMILLAS CT [d] $ - $ -
42509279 WESTLAKE ENTRADA Block E Lot 20X PRIVATE STREET COMILLAS CT [d] $ - $ -
42616725 WESTLAKE ENTRADA Block C Lot 16 SCHOOL BOUNDARY SPLIT TARRAGONA [e] $ - $ -
42616733 WESTLAKE ENTRADA Block C Lot 16 SCHOOL BOUNDARY SPLIT TARRAGONA $ 248,569.78 $ 21,477.63
42616806 WESTLAKE ENTRADA Block D Lot 2X2 OPEN SPACE GIRONA [d] $ - $ -
Total $ 29,959,000.02 $ 2,588,496.33
Notes:
[a]Totals may not match the total outstanding Assessment or Annual Installment due to rounding.
[b]Outstanding Assessment prior to 1/31/2022 Annual Installment.
[c]The Annual Installment covers the period September 1,2021 to August 31,2022 and is due by 1/31/2022.
[d] Non-Benefited Property.
[e]Classified as Non-Benefited Property.These Property IDs are used for another taxing jurisdiction that the County does not collect for.
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE 18
EXHIBIT B - PLATS
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SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE 19
EXHIBIT C - LAND USE CLASS
. . . . . .
Land Use Class 1 38.00 1.00 38.00 $ 58,797.94 $ 58,797.94 $ 2,234,321.65 $ 7,470A2 $ 7,470.02 $ 283,860.95 $ 2,518,182.60
Land Use Class 2 71.00 0.62 44.02 $ 58,797.94 $ 36,454.72 $ 2,588,285.24 $ 7,470.02 $ 4,631.42 $ 328,830.49 $ 2,917,115.73
Land Use Class 3 6.00 0.60 3.60 $ 58,797.94 $ 35,278.76 $ 211,672.58 $ 7,470.02 $ 4,482.01 $ 26,892.09 $ 238,564.67
Land Use Class 10 372.10 0.22 81.86 $ 58,797.94 $ 12,935.55 $ 4,813,303.88 $ 7,470.02 $ 1,643.41 $ 611,509.53 $ 5,424,813.41
Land Use Class 11 266.10 0.20 53.22 $ 58,797.94 $ 11,759.59 $ 3,129,226.27 $ 7,470.02 $ 1,494.00 $ 397,554.72 $ 3,526,781.00
Land Use Class 12 255.50 0.21 53.66 $ 58,797.94 $ 12,347.57 $ 3,154,803.37 $ 7,470.02 $ 1,568.71 $ 400,804.18 $ 3,555,607.56
Land Use Class 13 264.60 0.19 50.27 $ 58,797.94 $ 11,171.61 $ 2,956,007.55 $ 7,470.02 $ 1,419.30 $ 375,548.03 $ 3,331,555.58
324.63 • �: . � � ��� �� . � �
Land Use Class 4 42.00 1.00 4200 $ 63,313.99 $ 63,313.99 $ 2,659,187.64 $ - $ - $ - $ 2,659,187.64
Land Use Class 5 16.00 0.68 10.96 $ 63,313.99 $ 43,350.99 $ 693,615.83 $ - $ - $ - $ 693,615.83
Land Use Class 6 69.00 0.52 35.85 $ 63,313.99 $ 32,899.33 $ 2,270,054.08 $ - $ - $ - $ 2,270,054.08
88.81
Land Use Class 7 21.00 1.00 21.00 $ 86,189.26 $ 86,189.26 $ 1,809,974.49 $ - $ - $ - $ 1,809,974.49
Land Use Class 8 23.00 0.68 15.64 $ 86,189.26 $ 58,608.70 $ 1,348,000.05 $ - $ - $ - $ 1,348,000.05
Land Use Class 9 36.00 0.55 19.80 $ 86,189.26 $ 47,404.09 $ 1,706,547.37 $ - $ - $ - $ 1,706,547.37
56.44 •� •�
SOLANA PUBLIC IMPROVEMENT DISTRICT
2021 ANNUAL SERVICE PLAN UPDATE Z�
EXHIBIT D - LAND USE AND EQUIVALENT UNITS BY PROPERTY ID
� � � � .
� �
42447052 42447079 Commercial-Retail 2,200 10 0.22 0.48 $ 29,933.34
42447061 42447052 Commercial-Retail 1,200 10 0.22 0.26 $ 16,327.28
42447079 42447061 Commercial-Office 24 000 11 0.20 4.80 $ 296 859.55
Commercial-Retail 7,000 10 0.22 1.54 $ 95,24Z.44
42229993 42229993 Condo(2,500 sq.ft.to 3,600 sq.ft.) 3 2 0.62 1.86 $ 115,033.08
Condo(Under 2,500 sq.ft.) 6 3 0.60 3.60 $ 222,644.67
42230002 42230002 Commercial-Retail 3 460 10 0.22 0.76 $ 47,076.98
42230011 42230011 Commercial-Retail 14 770 10 0.22 3.25 $ 200 961.55
42230029 42230029 Commercial-Office 3,100 11 0.20 0.62 $ 38,344.36
42230037 42230037 Commercial-Office 2,300 11 0.20 0.46 $ 28,449.04
42229977 42229977 Commercial-Retail 12,100 10 0.22 2.66 $ 164,633.36
42229985 42229985 Commercial-Retail 3,600 10 0.22 0.79 $ 48,981.83
42402792 42402792 Commercial-Office 37 000 11 0.20 7.40 $ 457 658.48
42400439 42400439 Commercial-Office 80 000 11 0.20 16.00 $ 989 531.85
42402318 42402318 Commercial-Retail 72,472 10 0.22 15.94 $ 986,063.13
42402326 42402326 Public - - - $ -
42402334 42402334 Commercial-Office 60,433 11 0.20 12.09 $ 747,508.85
42402679 42402679 Commercial-Office 3,000 11 0.20 0.60 $ 37,107.44
42402610 42402610 Commercial-Office 3 000 11 0.20 0.60 $ 37 107.44
42402555 42402555 Commercial-Office 3,000 11 0.20 0.60 $ 37 107.44
42402491 42402491 Commercial-Office 5 000 11 0.20 1.00 $ 61 845.74
42402351 42402351 Public - - - $ -
42402342 4240Z342 Commercial-Retail 67 263 10 0.22 14.80 $ 915 189.15
42402369 42402369 Commercial-Hos italit 42,361 12 0.21 8.90 $ 550,167.96
42616733 Commercial-Hos italit 19,139 12 0.21 4.02 $ 248,569.78
42402377 42402377 Commercial-Retail 20,200 10 0.22 4.44 $ 274,842.47
42402385 42402385 Commercial-Retail 5,000 10 0.22 1.10 $ 68,030.31
42402393 42402393 Commercial-Retail 5,000 10 0.22 1.76 $ 108,848.50
42402423 42402423 Commercial-Retail 2 100 10 0.22 0.46 $ 28,57ZJ3
42402407 42402407 Commercial-Retail 15,000 10 0.22 3.30 $ 204,090.94
42402415 42402415 Commercial-Retail 12,500 10 0.22 2.75 $ 170,075.79
42402831 42402831 Commercial-Retail 21,900 10 0.22 4.82 $ 297,972.78
Commercial-Retail 5,000 10 0.22 1.10 $ 68,030.31
42402741 42402741 Condo(More than 3,600 sq.ft.) 6 1 1.00 6.00 $ 371,074.44
Condo 2 500 s .ft.to 3 600 s .ft. 6 2 0.62 3.72 $ 230 066.15
42402822 42402822 Commercial-Institutional 33,000 13 0.19 6.27 $ 387,772J9
42346426 42346426 Commercial-Office 22,000 11 0.20 4.40 $ 272,121.26
Commercial-Retail 37,800 10 0.22 8.32 $ 514,309.18
42402784 42402784 Condo(More than 3,600 sq.ft.) 20 1 1.00 20.00 $ 1,236,914.81
Condo 2 500 s .ft.to 3 600 s .ft. 39 2 0.62 24.18 $ 1 495 430.01
4Z402768 4Z402768 Commercial-Retail 23,400 10 0.22 5.15 $ 318,381.87
Condo More than 3,600 s .ft. 6 1 1.00 6.00 $ 371 074.44
42402776 42402776 Commercial-Retail 23,400 10 0.22 5.15 $ 318,381.87
Condo 2,500 s .ft.to 3,600 s .ft. 8 2 0.62 4.96 $ 306,754.87
42402695 42402695 Commercial-Hos italit 97,000 12 0.21 20.37 $ 1,259,797.73
42402709 4240Z709 Commercial-Hos italit 97 000 12 0.21 20.37 $ 1 259 797.73
Commercial-Retail 5,000 10 0.22 1.10 $ 68,030.31
42402750 42402750 Condo(More than 3,600 sq.ft.) 6 1 1.00 6.00 $ 371,074.44
Condo 2,500 s .ft.to 3,600 s .ft. 15 2 0.62 9.30 $ 575,165.39
42402717 42402717 Commercial-Institutional 100,000 13 0.19 19.00 $ 1,175,069.07
42402725 42402725 Commercial-Institutional 131,600 13 0.19 25.00 $ 1,546,390.90
42447125 42447125 Commercial-Office - 11 0.20 - $ -
Commercial-Office 3,000 11 0.20 0.60 $ 37 107.44
42400447 42400447 Commercial-Office 36 000 11 0.20 7.20 $ 445 289.33
�
Notes:
The proposed uses for each Property ID are provided by the Developer.
SOLANA PUBLIC IMPROVEMENT DISTRICT 21
2021 ANNUAL SERVICE PLAN UPDATE
� � • � •
� � - -
42229969 42229969 Villa-West Residential(Under 2,500 sq.ft.) 24 6 0.52 12.47 $ 675,261.79
42402687 42402687 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 6 5 0.68 4.11 $ 222,445.73
42402628 42402628 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 6 5 0.68 4.11 $ 222,445.73
42402636 42402636 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402644 42402644 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402652 42402652 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402661 42402661 Villa-West Residential(Under 2,500 sq.ft.) 15 6 0.52 7.79 $ 422,038.62
42402563 42402563 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 22 5 0.68 15.06 $ 815,634.36
42402571 4240Z571 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402580 42402580 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402598 4240Z598 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402601 42402601 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402504 42402504 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402512 42402512 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402521 42402521 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402539 42402539 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402547 42402547 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 15 5 0.68 10.27 $ 556,114.34
42402466 42402466 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402474 42402474 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402482 42402482 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42402431 42402431 Villa-West Residential(Under 2,500 sq.ft.) 10 6 0.52 5.20 $ 281,359.08
42509121 42509121 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509139 42509139 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509147 42509147 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42509155 42509155 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509163 42509163 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509171 42509171 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509180 42509180 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42509198 42509198 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42509201 42509201 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509210 42509210 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42509228 42509228 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42509236 42509236 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509244 42509244 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42509252 42509252 Villa-West Residential(More than 3,600 sq.ft.) 1 4 1.00 1.00 $ 54,146.89
42424583 42424583 Villa-West Residential(Under 2,500 sq.ft.) 1 6 0.52 0.52 $ 28,135.91
42424591 42424591 Villa-West Residential(Under 2,500 sq.ft.) 1 6 0.52 O.SZ $ 28,135.91
42424605 42424605 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424613 42424613 Villa-West Residential(Under 2,500 sq.ft.) 1 6 0.52 0.52 $ 28,135.91
42424621 42424621 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424630 42424630 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424648 42424648 Villa-West Residential(Under 2,500 sq.ft.) 1 6 0.52 0.52 $ 28,135.91
42424656 42424656 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424664 42424664 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424672 42424672 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424681 42424681 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42424699 42424699 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42331160 42331160 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42331178 42331178 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42331186 42331186 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42331194 42331194 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42331208 42331208 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
42331216 42331216 Villa-West Residential(2,500 sq.ft.to 3,600 sq.ft.) 1 5 0.68 0.68 $ 37,074.29
144 �
Notes:
The proposed uses for each Property ID are provided by the Developer.
SOLANA PUBLIC IMPROVEMENT DISTRICT ZZ
2021 ANNUAL SERVICE PLAN UPDATE
i � • i •
� �
Villa-East Residential(More than 3,600 sq.ft.) 21 7 1.00 21.00 $ 1,692,410.29
42402822 42402822 Villa-East Residential(2,500 sq.ft.to 3,600 sq.ft.) 23 8 0.68 15.64 $ 1,260,442.71
Villa-East Residential(Under 2,500 sq.ft.) 36 9 0.55 19.80 $ 1,595,701.13
80
Notes:
The proposed uses for each Property ID are provided by the Developer.
SOLANA PUBLIC IMPROVEMENT DISTRICT 23
2021 ANNUAL SERVICE PLAN UPDATE
EXHIBIT E-1 -SERIES 2015 BONDS DEBT SERVICE SCHEDULE
I����OF��E�IL�,IE��,S
SPECL�L�5SFS5R�tiT FtE��E���BO�-DS. SERi-S'�v�l;
�S�L���PL�LIC L4iPR0�"EAIE�7 DISTPtiiCT i
Fram 04�O1 'O1?ta Final�lanuir:
Debt 5er�-ice 5c�ieclule
Rate Pnnoipal Coupon Interest Total P+I
R?i9_'Ol: - - - -
R?i9_'OlB 3i4.0�4.04 i�0�°�4 :.tc.�.�49 9G l�'G_�4.04
Ca i0�O19 3'3.0�0.04 i i0�°-0 _.=�].�:9 00 1.5=6.=iC�=�C
�a i0�0'_9 �90.0�0.04 i 50�°-0 _.=:9.�'_5.00 1_Si0.�3��C
�a i0�0'_] ��3.0�0.04 i i0�°-0 '.='_9.�'_5.00 1_Si3.�3��C
C?i0�Ory? �50.0�0.06 i i0�°�a _.565.�id.00 1,555.=ii���C.
C?i��0'_3 �75.pp0.06 i i0�°�a _.�8d.i6000 1,55=_�i���C.
�aiJ�O'_= i00,0�0.04 ii0�°�-0 :.�?=3:i00 1,Si+,='S��C.
�ai0}p,5 i3=,0�0.00 5.50�°�-0 :.�ry3.B?i00 1,451,5'•S��C.
�pi9?0'_4 ::�,0�4.04 4.1i3°�4 :.=58.94990 1.8:},O�O��C.
�4;q�p,: l'94,0�4.04 S.li3°�4 :.=6?.'•8]34 l_5�:.,?E:.=6
�a i0�0'_9 650.0�0.04 3]ti°-0 :.=ry3.03]�6 l.S'6.Qi:.=l�
�a i0�0'_9 6'3.0�0.04 3]ti°-0 :.=83?l8'6 1.53:._]S.-l�
C?i0�03d :?=.0�0.06 3]ti°�a _.'�.5:i 00 1.539.5;=��C.
C?i0�03] -7=.0�0.06 3]ti°�a _.'_C-�.fi8'6 1.57=.�,iS-6
C?i0�03? 8?=.0�0.06 3]ti°�a _._�3.06000 1.575.0�0��C.
ira i0�033 8'•=�0�0.04 3]�i°�-0 :.:43.�8'•8 l.S'•?��35.-6
D?i0203' 450,0�0.04 3.1�]°�-0 _.C�#3.6:3.00 1,4s�S,SiS��C.
R?'i9.2033 1,494,494.04 4.1i3°�4 4F�.SS;.SO 1,994,48'.�G
0?i93035 1,4:i,494.04 4.��°�4 4'_a.'3;.50 '_,494,�13'.�G
�ai0�03' 1.154.400.04 3.��°-0 56'.�=4.00 '_.41it54��C
�a i0�039 1'3i.400.04 3��°-0 ?59.�?i.00 '_.413.3'3��C
Ca i0�03a 1_306_600.06 3��°�a ?13.8['_.50 '__613.5]'.>C�
C?i�'_C�k� 1_a06_600.06 3��°�a 63?.i6'_.i0 '__63t.=3'.>C�
C?i��u�3] 1_�7i_600.06 33'i°�a �5.06'_50 '__6?0.06'.>C�
ia i0�D3� 1,604,400.04 3 3"i°�-0 �i1.031?8 '__451,Qi:._6
Ca i02D33 1,'04,400.04 33?i°�-0 3#�.031�8 '_.a9.Qi:._6
R?i93W� 1,S�i,494.04 53?i°�4 =a9.3�6?4 '_.G3�.4i6.=6
R?i9?Wi 1.554_494.04 33�i°�4 :'_'3:'_.�0 '_.G:�._]=.�G
Tatal S?:.9c4,494.4U - 529.&�9.43'•.a8 S^:_?04y3?.e8
Yield 5tatistios
H omd 1"eaz�oLar 5#'.'.�ii�.i�C
Ai•eraze Li� ]5.�-�5 I ear:
Asemge{oup�m d.?_��4=a
\ei I�est Cast{MC) G.2=#�9'a
True Iunexest Gost f1TC] 5.2�5316�=a
H omd Y ied=m P,rbitraee Pur3a�a S'__F'_�S�=a
.�L sclux3�e Cast(.�C7 S'__F'_�S i=a
IRS Fortn B438
�ei Iuc�esi€asc 5'_+k�9-a
A'ei�ueu_�rerz=_e 1i�ur_c ]E.�-�5 I ears
=�:,.:�. . -. .. ��. �� . -. . . � ��:
r- � i �
:�:��- :, .�: �� .:� :. �: �
SOLANA PUBLIC IMPROVEMENT DISTRICT 24
2021 ANNUAL SERVICE PLAN UPDATE
IO��� OF���STL�,TiE��iS
SPEC:L�I.:�SSESS��TT 1�EG'Eh'L�BOI���_ SEI�IES�01�
(SOLANA PUBLI�L��PR��'EI���Nf I}ISIRI�I]
�icldi#ion.�l :��rtount Due for l�eser��es
Cornhined
DATE Reserves T4TAL
4?39'_9:: ��.SS9 i9 '.�.SSa�9
4?30 ry0:6 ]=C.S'.i 90 13��.S-i 00
4?30'_0:- ]=4.5'.i 90 130.5�i 00
4?30'_0:8 ]�S.'_i0 90 1�9,�iU.00
4?30'_0:S ]=?.:90 90 l�?,=4U.00
4?30 ry0_4 ]=:.L�_'i 90 1�=.6'_i 00
4?30'_0_l ]_3.6'_i��r� 1�a.6'_i 00
4?30'_0_'_ ]_1.:������4 1�:.=4U 00
63 30 ry0'3 ]_F.ry i.�.��� l]9.��U 00
4?30 ry0_# ]:d.5'.i�7i� l]6.5:i 00
6?30'_0�: ]:#.3'.i 90 l]�.3�i.00
6?30'_0�6 ]:l.�i0 90 1]i,?iU.00
6?30'_Oi� ]OS_S'S.flO 108,8-5.00
4?30'_0_8 ]0:.875.fl0 10=,S-S.00
4?39'_9_S ]0'_.1�35.90 19�,6'_5.90
4?39'_934 95.'_i0 90 99,�iU.90
4?39'_93l 9:.6'_k 94 9*,6'_5.90
43 30'_03'_ 91.-i0 90 91,?iU.Od
4?30'_0=3 5-.6'_=90 $?,6'_S 00
4?30 ry0_# S3.'_i0 90 $3.=:U 00
4?30'_0_: '8.:04 90 'S.=4U 00
4?30'_036 '3.:04 90 '3.=4U 00
4?30'_03� 68.1'_=90 �5,:'_i 00
63 30'_038 6'_.3 i=d0 6�,3:s.00
63 30'_035 =6.'_i0.d0 56,��U.00
4?30'_0�4 �S_:i0.00 �9,?i0.00
4?30'_0-Fl �'__?i0.00 �i,?i0.00
6?a0'_0�'_ 3:.3 i=90 3=.3�i 00
C?30'_0�3 =-.3-=90 �'.=-i 00
C?30 ry0�-# :5.5 i=90 ]S.S-i 00
4?39 ry9+: 5.-i9 90 9.':U 90
ra� s�.��a,aa�.a� s�,?�a.sa�.��
7c�5.=.r.n:� kunrinp':�,r.mr.rr �r7:7[,•� .��a�w
� i
SOLANA PUBLIC IMPROVEMENT DISTRICT 25
2021 ANNUAL SERVICE PLAN UPDATE
EXHIBIT E-2 - REIMBURSEMENT AGREEEMENT- PART A DEBT SERVICE
SCHEDULE
IO�I�OF���STL�.TE���
SCrL_��1�pUBLIC IhIPRCr�=�IE�=DISTftICT
'i]1�ReiL�l�tus��Y����t_���e�n:e��r�=�e:�L�e��r Part_�
Debf �er�-ice Sc�iedule Parti ar�
date Prinaipal Coupon Interest Total P+I
�a;n�n�_ - - - -
C?ii�_'i�is - - �=o.t�s.� ryiG._�S�}
N i0 3013 - - ZIS,624.00 '_]5.8,0 i�C.
Ni0301' l:]i�C�.Ca 6.+34'o- �IS_6�4.00 '_]9,8,Oi�C.
N i03013 i:]i�G.40 6.+30'�o- �:8.ii?.i0 ,3;,Sii-C.
4�i4���la c:a��4.49 5.�34=a ?:8''s�.'9 'i?.i3'=C.
Ca i4�r�'.a :3.a��4.49 5.�34=a ?:�_E3�.;9 '_34.4ii�C.
C4;i�,i�'] :5.004.40 6.�30=�o- �:6.815.69 '_��.Sl�6C
Ca iti��ti�" �.904.49 5.�34=a ?::.ES'_'9 '_35.46'_=C.
C?30 30�3 _a.004.40 5.+30`�o- �:#.183.30 �==.:53=C
4�i030'_= 3i.004.40 6.�30=�o- �:'__i1S.60 '_=?._lS6C
C?i0_'O�i 3i.006.60 6.+30'�a zia,o-aa.ia '_=5.065_C�
C?iG_G�5 �?.006.60 6.�30=�a �0?,al?.60 '_=9.S1'.6C�
N i0 30'_' �9.004.40 6.+30'�o- ZOi,ll?.00 '_i+.:l'i�C.
Ni0?0'_8 =7.006.60 6.�30=�a �01,9tii6.i0 '_iS.963_'C'
N i0?0'_? 67.006.60 6.+30'�a 19S,i01_'0 '_35.36]'C�
C4 i030i0 ?3.004.40 6.+30'�o- ]93_493.10 '_39.9�3:C�
Ct7i030i] 91.004.40 6.�30'�o- ]SS.IOb.iO '_80.:45:C�
Cai4?4i? :13.904.C9 5.�34=a ]83'3�.Q9 '_46.=ii��C.
4�i4?4i3 :'_3.904.C9 5.�34=a 1?�,g8B.19 39:.954:G
4�i030i= :�9.004.CU 6.�30=�o- ]6�_S8�.i0 39?�SS'.=C
4�i4?4i� ::i.904.C9 5.�34=a ]58_86:.i9 313,SSi=C.
C+7i0_'C3S :�3.004.CU 6.�30=�o- ]�S_518.80 330.915"aC
C+7iC�_'C�i' :89.004.CU 6.�30=�o- ]3�_859'0 336.Si?=C
C4 i0303B �4�.004.CU 6.�30=�o- 12i.�06.i0 3��.?45�C
C?i0?Oi? �'_9.006.CU 6.�30=�a 11'_,'-6?.SO 3=:.=6'.EC�
C?i��'_C�k� �i1.006.CU 6.�30=�a 9?,i'-3.10 3=5.=�3_C�
Cai��_'C�4] �?5.006.CU 6.�30=�a 31_a03.80 3i6.�C3EC�
C?i0?0-4� 3a�.aaa.ca 6.+30'�a 63.i�_.i0 335''_]?C�
N JO�O-b 3�9.00O.CU 6.+JO��o- �#.JO_.O J =.=C:S'C.
Ni030-� 3l'4.004.C9 6.�30'�o- _3.1=2.C-] 333.:�3i�C.
iafsl 53.34U.04U.00 - 56.129.1.'+.aJ 58,+2R,125.01
F- 1 ti 1 �
:�.: =i F�� � � -:�� :w ��
SOLANA PUBLIC IMPROVEMENT DISTRICT 26
2021 ANNUAL SERVICE PLAN UPDATE
EXHIBIT E-3 - REIMBURSEMENT AGREEEMENT- PART B DEBT SERVICE
SCHEDULE
IO���OF 3�ESTL�.IE�.�S
SUL_��I�PLBLIC IhIPRC����IE�-DISTRICT
'i118 ReiLiLtusziz7�nt��re�itei�t�=�e:�Lie�rt Fart B
Deb� �er�-ice Schednle
Gate Principal Coupon Interest Total P+I
C�3i�'_OlB - - - -
�a;��,ql� k�.9uG.4U 4.�34=a ]ss.F_':.;9 l�s.g„:C.
6?30,;�,� �9.904.OU 6.��0=a ]Si.iii.i0 13�},3ii�C
6?30_'C�'] �J.d06.6U 6.�30=a ]=6.i83.i0 190,?83+C�
6?30_'C�" �i:���6.6U 6.�36=a ]�S.'_]1.i0 193,ti]+C�
N30_'u�3 �Ai14.00 S.SiS'a ]_i.63?.i� l6?.66i:�
�a;r��4'_' �.944.4U �.S3�=a ]_5.3�:.;9 l�4._F�EC.
�a;r��0'_i 3i.904.0U =.Si3=a ]_E.#38.00 lB:.�65i�C
�a;r��0'_'r 35.904.OU =.Si3=a ]_i.�=-.-3 l'S.=#'.-E
�a;r�,r�,- dA.904.00 S.SiS'a ]_C�.6ry-.i0 160,0�':C.
�a;r����73 6i:7i�4.00 S.SiS'a ]:6.i]�.i0 1E1,=1=:C.
4w 3G'ti�,a -]:�ti�4.4U �.Si�=a ]:'_.;98.;� 1E2,?OB-E
4�34'_i�;� -]:�i�4.0U =.Si3=a ]OS.C]4'� 1'8,610_E
Ca;��'_��i] -i:���C�.6U =.Si==a ]03.:11.i3 1'9,511-6
�a;r����i'_ "a�]:7i�G.00 S.SiS'a ]06.1�4.i0 lEO,I'_0 kC�
�'S]!i��JJ �J.d�4.� =.�7=�o- �:.�3�.:� Z��i�J�k�'
�a;r�,Oi' 99.944.4U �.S3�=a 40.}�9.;3 184.�s�-L�
�a;r����ii 9i.904.0U =.Si3=�a Si.l?0'3 160.:F0_E
Ca;��'_��i5 _6i.d06.d0 =.SiS'a '�.E�S.60 16�.6,g��C.
4w30_'i�i'. :10A04.04 =.3i==a 'i.�60'3 163.�50_6
4�34�i�i4 :1i.944.94 �.Si�=a 6:.039.;3 18�,43�-L�
4�34_'i�3+.� :'_9.944.94 �.Si�=a 60.i94.�9 184,303 EG
6?30_'C�L� _30.d06.d0 =.SiS=a +i_'60.i0 183,i80+C�
6?;0=f�#] _�J.d06.d0 =.^ai�=a �:.E39.60 185,6E?��C�
�,n,;�a� _as.aoa.ao A=55°a _-.a-'.aa ia�,a:���c.
�a;r����}3 :ii:�i�G.a� �.ci�=a _S.F4='S 183,983_L�
�a;������ :6i:�i�G.a� =.:s�°a :�.�a-.c-a 16�.90-���.
�a;r����;i _-i:���Cai �EiS'a :6.�=8.�5 165.=�3'E
iut�l S.'.1?:.06U.U0 - it.:3J.61+.�9 S1_9�4_dJE.9�
Yield S[atistics
Hooel-eu 7o-llars 5=•.=:a qC
Ac•eroge LiSe 1?.�i]Tears
�s•aageCoupom 5.9963'_�6'a
hec Iatere�C msi CNiC} 5.4463'_35=a
Tcue Iatese>i C ast{IIC'� b.US;:S]C�=a
Hooc 3i i�e=m.4i�:traee Am�osea 6.U6?7S]6-a
�l Ieclu:_�p Cosc(�C: 4]O176'==a
IR5 Form 8436
hec Ia6ene�Co>i ��463'_35=a
A'e_zhc�Arera=e 1fzo.uir. ]-.�i]Tears
F' 1 ti 1 1
- - � - - -
SOLANA PUBLIC IMPROVEMENT DISTRICT Z�
2021 ANNUAL SERVICE PLAN UPDATE
EXHIBIT F — FORM OF NOTICE OF ASSESSMENT TERMINATION
� P3Works, LLC
K� 9284 Huntington Square, Suite 100
North Richland Hills, TX 76182
[Date]
Tarrant County Clerk's Office
Honorable [County Clerk Name]
Tarrant County Courts Building
100 E Weatherford Street
Fort Worth, TX 76196
Re: Town of Westlake Lien Release Documents for Filing
Dear Ms./Mr. [County Clerk Name],
Enclosed is a lien release that the Town of Westlake is requesting to be filed in your office. Lien
release for [insert legal description], created by Document/Instrument No. [Plat]. Please forward
copies of the filed documents below:
Town of Westlake
Attn: [Town Secretary]
1500 Solana Boulevard
Building 7, Suite 7200
Westlake, TX 76262
Please contact me if you have any questions or need additional information.
Sincerely,
[Signature]
P3Works, LLC
P: (817) 393-0353
admin(a��3-works.com
SOLANA PUBLIC IMPROVEMENT DISTRICT 28
2021 ANNUAL SERVICE PLAN UPDATE
AFTER RECORDING RETURN TO:
[Town Secretary Name]
1500 Solana Boulevard
Building 7, Suite 7200
Westlake, TX 76262
NOTICE OF CONFIDENTIALITY RIGHTS: IF YOU ARE A NATURAL PERSON,YOU
MAY REMOVE OR STRIKE ANY OR ALL OF THE FOLLOWING INFORMATION
FROM ANY INSTRUMENT THAT TRANSFERS AN INTEREST IN REAL PROPERTY
BEFORE IT IS FILED FOR RECORD IN THE PUBLIC RECORDS: YOUR SOCIAL
SECURITY NUMBER OR YOUR DRIVER'S LICENSE NUMBER.
FULL RELEASE OF PUBLIC IMPROVEMENT DISTRICT LIEN
STATE OF TEXAS §
§ KNOW ALL MEN BY THESE PRESENTS:
COUNTY OF TARRANT §
THIS FULL RELEASE OF PUBLIC IMPROVEMENT DISTRICT LIEN (this "Full
Release") is executed and delivered as of the Effective Date by the Town of Westlake, Texas, a
Texas Type A general law municipality.
RECITALS
WHEREAS, the governing body (hereinafter referred to as the "Town Council") of the
Town of Westlake, Texas (hereinafter referred to as the "Town"), is authorized by Chapter 372,
Texas Local Government Code, as amended(hereinafter referred to as the "Act"), to create public
improvement districts within the corporate limits and extraterritorial jurisdiction of the Town; and
WHEREAS, on or about February 24, 2014, the Town Council approved Resolution No.
14-07, creating the Solana Public Improvement District; and
WHEREAS, the Solana Public Improvement District consists of approximately 85
contiguous acres within the corporate limits of the Town; and
WHEREAS, on or about January 15, 2015, the Town Council approved Ordinance No.
741, and on January 29,2018,the Town Council approved Ordinance No. 843 (hereinafter referred
to as the "Assessment Ordinances") approving a service and assessment plan and assessment roll
for the assessed property within the Solana Public Improvement District; and
WHEREAS, on or about August 24, 2020,the Town Council adopted Ordinance No. 912,
, which approved the 2020 Annual Service Plan Update (the "2020 SAP Update") and which
revised the lien amounts for the assessed property within the District; and
WHEREAS, the Assessment Ordinance, as modified by the 2020 Annual Service Plan
Update, imposed an assessment (hereinafter referred to as the "Lien") in the amount of [amount]
(hereinafter referred to as the "Lien Amount") for the following property:
SOLANA PUBLIC IMPROVEMENT DISTRICT 29
2021 ANNUAL SERVICE PLAN UPDATE
[legal description], a subdivision in Tarrant County, Texas, according to the map or plat of
record in Document/Instrument No. of the Real Property Records of Tarrant
County, Texas (hereinafter referred to as the "Property"); and
WHEREAS, the property owners of the Property have paid unto the Town the Lien
Amount.
RELEASE
NOW THEREFORE, the Town, the owner and holder of the Lien, Instrument No. , in
the Real Property Records of Tarrant County, Texas, in the amount of the Lien Amount against
the Property releases and discharges, and by these presents does hereby release and discharge, the
above-described Property from said lien held by the undersigned securing said indebtedness.
EXECUTED to be EFFECTIVE this the day of , 20_
TOWN OF WESTLAKE, TEXAS,
A Texas Type A general law municipality,
By:
[Administrator Name], Town Administrator
ATTEST:
[Secretary Name], Town Secretary
STATE OF TEXAS §
§
COUNTY OF TARRANT §
This instrument was acknowledged before me on the day of , 20_, by
[Administrator Name], Town Administrator for the Town of Westlake, Texas, a Texas Type A
general law municipality, on behalf of said municipality.
Notary Public, State of Texas
SOLANA PUBLIC IMPROVEMENT DISTRICT 30
2021 ANNUAL SERVICE PLAN UPDATE
EXHIBIT G — CONSENT TO LEVY OF ASSESSMENTS
fTo be updated with signed form.l
CONSENT TO LEVY ASSESSMENTS
This Consent to Levy Assessments (the "Consent") is given by (the
"Landowner"), as the landowner who holds record title to property located in the Solana Public
Improvement District and described below. The Landowner consents to, acknowledges and
accepts the following:
(i) All capitalized terms not otherwise defined herein shall have the meanings
given to such terms in the Service and Assessment Plan approved and adopted by
Ordinance No. 741 on January 15, 2015 (the "Original SAP").
(ii) The Town of Westlake, Texas (the "Town"),pursuant to and in accordance
with the terms, provisions and requirements of the Public Improvement District
Assessment Act, Subchapter A of Chapter 372, Texas Local Government Code, as
amended, has previously established the "Solana Public Improvement District" (the
"District").
(iii) As of the date hereof, the Landowner is the owner of 100% of the property
described as Property ID 42447061 and Property ID 42447079 in the 2020 Annual Service
Plan approved and adopted by the Town by Ordinance No. 912 on August 24, 2020, and
all subsequent sub-divided Parcels from this Parcel (the "Subject Property").
(iv) The 2019 Annual Service Plan Update allocated Equivalent Units to newly
subdivided property within the retail corner of the District as provided by the Landowner.
Due to a scrivener's error in the Landowner's identification of the Parcels,two Landowner
parcels in the Subject Property were under assessed and the Remaining Property (defined
hereafter) was over assessed. Therefore, the Service and Assessment Plan Assessments
were corrected between the Subject Property and Remaining Property, as shown on
Appendix A. "Remaining Property" means the property as described by Property ID
42447052 in the 2020 Annual Service Plan approved and adopted by the Town by
Ordinance No. 912 on August 24, 2020, and all subsequent sub-divided Parcels from this
Parcel (the "Remaining Property").
(v) The correction of Equivalent Units to and between the Subject Property
resulted in a decrease in Assessments levied against the Remainder Property, as shown on
Appendix A.
(vi) The correction of Equivalent Units from the Remaining Property resulted
in an increase in Assessments levied against the Subject Property, as shown on Appendix
A.
(vii) The Landowner approves of all Assessments, including the increased
Assessment as shown on Appendix A, levied against the Subject Property including any
future subdivision of the Subject Property and as provided in the Original SAP, and of
which the Landowner is 100% owner as of the date hereof.
SOLANA PUBLIC IMPROVEMENT DISTRICT 31
2021 ANNUAL SERVICE PLAN UPDATE
(viii) All Assessments on the Subject Property Assessed Property are final,
conclusive and binding upon the Landowner and any subsequent owner of the Subject
Property.
(ix) The Landowner has received, or hereby waives, all notices required to be
provided to it under State law, including the PID Act, prior to the effective date of this
Consent.
SOLANA PUBLIC IMPROVEMENT DISTRICT 32
2021 ANNUAL SERVICE PLAN UPDATE
By:
Name:
Date:
BEFORE ME, the undersigned authority on this day personally appeared
, who is known to me or who was proved to be the person whose
name is subscribed to the foregoing instrument, and acknowledged to me that he executed same as
the Landowner thereof, and for the purposes and consideration therein expressed and in the
capacity therein expressed.
GIVEN LTNDER MY HAND AND SEAL OF OFFICE this the day of
, 2021.
Notary Public, State of Texas
SOLANA PUBLIC IMPROVEMENT DISTRICT 33
2021 ANNUAL SERVICE PLAN UPDATE
Appendix A
Correction of Assessments between Subject Property and Remaining Property
. . .
. •. • . . • .
..- �
Subject Property
42447061 $ 16,327.28 $ 296,859.55 $ 280,532.28
42447079 $ 296,859.55 $ 29,933.34 $ (266,926.22)
Subtotal $ 313,186.83 $ 326,792.89 $ 13,606.06
Remaining Property
42447052 $ 29,933.34 $ 16,327.28 $ (13,606.06)
Subtotal $ 29,933.34 $ 16,327.28 $ (13,606.06)
Total $ 343,120.17 $ 343,120.17 $ 0.00
Notes
The Developer is 100% owner of the Subject Property, and has paid all Annual Installments prior to and including the
Annual Installment due 1/31/21 on both the Subject Property and Remaining Property.
SOLANA PUBLIC IMPROVEMENT DISTRICT 34
2021 ANNUAL SERVICE PLAN UPDATE
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 23, 2021
TOPIC: Consider a Resolution approving the tax rolls for tax year 2021 on property
within the Town; approving the estimated tax collection rate; and
designating an official to calculate the no-new-revenue and voter-approval
tax rates.
STAFF: Ginger Awtry, Finance Director
STRATEGIC ALIGNMENT
� i � . � . ., � � • � i � �
Exemplary Service&Governance Increase
-We set the standard by delivering
Transparent/Integrity- Fiscal Stewardship unparalleled municipal and Transparency,
driven Government Accessibility&
educational services at the lowest
cost. Communications
SUMMARY
The resolution presented is provided pursuant to Section 26.04 of the Texas Property Tax Code,
which requires the assessor for a taxing unit to submit the total appraised value, the total assessed
value and the total taxable value of the property within the unit' s boundaries to the unit' s
governing body by August 7th or as soon thereafter as practicable.
The below percentages have been certified by Wendy Burgess, Tarrant County Tax Assessor-
Collector and used for the calculation of Tax Year 2021 anticipated collection rate within the Truth
in Taxation (TNT) worksheet. These collection rate numbers are for both Tarrant and Denton
counties as Tarrant County collects both counties for us.
Tax Year 2018 Actual Collection Rate 99.67%
Tax Year 2019 Actual Collection Rate 100.83%
Tax Year 2020 Actual Collection Rate 99.29%
Tax Year 2021 Anticipated Collection Rate 100.00%
Tax Year 2020 Excess Debt Collection $57,445
Page 1 of 3
Please find below the most current information related to both appraisal districts.
Certified Certified
Tarrant County Denton County Total
Certified Values $ 1,626,780,352 $ 37,324,028 $ 1,664,104,380
Under Protest and Incomplete 116,251,645 16,245 116,267,890
Projected Assessed Valuation $ 1,743,031,997 $ 37,340,273 $ 1,780,372,270
New Construction (Taxable)
* Commercial $ 3,037,719 $ 30,647,043 $ 33,684,762
Residential 69,979,365 69,979,365
$ 73,017,084 $ 30,647,043 $ 103,664,127
Average Single-Family Market Value $ 2,111,456
Average Single-Family Taxable Value $ 1,769,060
* Denton CAD new market value totals $369,755,274
Additionally, changes during the 86th Texas Legislative session included the passing of Senate Bill
2 (SB2) which created several new requirements for local governments in the Tax Code. One of
the new requirements is that an officer or employee be designated by the governing body to
calculate the no-new-revenue tax rate and the voter-approval tax rate for the taxing unit after the
assessor submits the certified appraisal roll. Staff recommends the designation of the Town
Manager or the Director of Finance as that officer or employee responsible for complying with
Section 26.04(c) of the Tax Code.
COUNCIL ACTION/OPTIONS
All taxing entities in the state of Texas are required by law to to accept and approve the certified
tax rolls received each year,the estimated tax collection rates received, and to designate an officer
or employee to calculate the Town's ad valorem tax rates. Council may approve or deny the related
resolution regarding these necessary actions.
STAFF RECOMMENDATION
Staff recommends Westlake Town Council to accept and approve the certified tax rolls received
for tax year 2021, the estimated tax collection rate as submitted, and to designate the Town
Manager or their designee (Finance Director) as the officer or employee to calculate the Town's
ad valorem tax rates.
Page 2 of 3
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0 Funding Source: N/A
Contract: No Forms: N/A
Service Levels: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: N/A
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
Tarrant County 2021 Certified Tax Roll
Denton County 2021 Certified Tax Roll
Tarrant County 2021 (includes Denton Co.) Certified Collection Rate Estimate
Resolution
Page 3 of 3
Tarrant Appraisa!Distritt
Jeff Law, Chief Appraiser
TOWN OF WESTLAKE 037
Appraisal Roll Information Valuation Summary as of July 21, 2021
2021 Certified Property Information
I,Jeff Law, Chief Appraiser for the Tarrant Appraisal District, to the best of my ability do solemnly swear
that the attached is that portion of the appraisal roll for the Tarrant Appraisal District which lists property
taxable by the above-named entity and constitutes their Certified Appraisal Roll.
APPRAISED VALUE (Considers Value Caps) ------ -- - -- -- - -- - -- -- - -- -> $ 2,007,469,655
Number of Accounts: 1,463
Absolute Exemptions $ 27,583,808
Cases before ARB—Appraised Value $ 103,869,541
Incompletes $ 81,040,432
Partial Exemptions $ 168,195,522
In Process $0
NETTAXABLEVALUE ------ -- - -- - -- -- - -- - -- -- - -- -- - -- - -- -- - -- - > $ 1,626,780,352
Appraised Value minus Absolute Exemption amount, minus Cases before ARB amount, minus
Incompletes, minus Partial Exemptions, minus the In Process accounts equals the Net Taxable Value.
ESTIMATEDNETTAXABLEVALUE - -------- - -- -- -- - -- -- - -- -- - -- -- -> $ 1,743,031,997
Including suggested values to be used for pending ARB accounts (see page two), Incompletes (see page
three) and In Process accounts (see page four).
� j
Jeff aw, ief Appraiser
Tarrant Appraisal District
2500 Handley Ederville Road - Fort Worth, Texas 76118 - 817.284.0024
1
Tarrant Appraisa!Distritt
Jeff Law, Chief Appraiser
TOWN OF WESTLAKE 037
Appraisal Roll Information Valuation Summary as of July 21, 2021
2021 Appraisal Review Board Information
Section 25.01 (c) of the State Property Tax code directs the Chief Appraiser to prepare a list of all
properties under protest with the Appraisal Review Board and pending disposition at the time of value
roll certification.
The values below are from the ARB roll and are not included in the totals by the Chief Appraiser and
represented on page 1 of this report.
$ 103,869,541
Total appraised value of properties under protest.
$ 90,148,320
Net taxable value of properties under protest.
$ 63,103,824
Estimated minimum taxable value for the same properties.
This value should be added to the net taxable value on page one.
Tarrant Appraisal District
2500 Handley Ederville Road - Fort Worth, Texas 76118 - 817.284.0024
2
Tarrant Appraisa!Distritt
Jeff Law, Chief Appraiser
TOWN OF WESTLAKE 037
Appraisal Roll Information Valuation Summary as of July 21, 2021
2021 Incomplete Property Information
Section 26.01(d) of the State Property Tax Code directs the Chief Appraiser to prepare a list of all
properties that are not on the appraisal roll and not included on the ARB roll.
The values below are from the incomplete property listing and are not included in the totals by the
Chief Appraiser and represented on page 1 of this report.
The value of incomplete properties are subject to chan�e and are also subject to appeal before the
Appraisal Review Board.
$ 81,040,432
Total appraised value of incomplete properties
$ 75,925,459
Net taxable value of properties under of incomplete properties.
$ 53,147,821
Estimated minimum taxable value for the same properties.
This value should be added to the net taxable value on page one
Tarrant Appraisal District
2500 Handley Ederville Road - Fort Worth, Texas 76118 - 817.284.0024
3
Tarrant Appraisa!Distritt
Jeff Law, Chief Appraiser
TOWN OF WESTLAKE 037
Appraisal Roll Information Valuation Summary as of July 21, 2021
2021 In Process Property Information
The values below are from In Process properties and are not included in the totals by the Chief
Appraiser and represented on page 1 of this report.
$0
Total appraised value of In Process properties
$0
Estimated net taxable value of In Process properties.
This value should be added to the net taxable value on page one.
Tarrant Appraisal District
2500 Handley Ederville Road - Fort Worth, Texas 76118 - 817.284.0024
4
(���� Tarrant Appraisal District
r� �p�,�p,�,n TOWN OF WESTLAKE 037
Totals for Roll Instance July Roll
2021
Value Detail Market Appraised Counts Taxable
Real Estate Residential 1,402,350,080 1,370,614,919 1,022 1,189,442,645
Real Estate Commercial 471,924,958 471,924,958 160 444,721,450
Real Estate Industrial 0 0 0 0
Personal Property Commercial 163,387,422 163,387,422 198 157,147,680
Personal Property Industrial 1,361,180 1,361,180 1 1,361,180
Mineral Lease Properties 0 0 0 0
Agricultural Properties 97,330,876 181,176 82 181,176
Total Value 2,136,354,516 2,007,469,655 1,463 1,792,854,131
Pending Detail Market Appraised Counts Taxable
Cases Before ARB 105,041,191 103,869,541 64 90,148,320
Incomplete Accounts 82,350,188 81,040,432 82 75,925,459
In Process Accounts 0 0 0 0
Certified Value 1,948,963,137 1,822,559,682 1,317 1,626,780,352
7/17/2021 10:14:44 PM Page 172 of 521
TOWN OF WESTLAKE
Exemption Detail Market Exempt Counts Appraised
Absolute Public 27,583,808 27,583,808 61 27,583,808
Absolute Charitable 0 0 0 0
Absolute Miscellaneous 0 0 0 0
Absolute Religious&Private Schools 0 0 0 0
Indigent Housing 0 0 0 0
Nominal Value 491 491 1 491
Disabled Vet 10-29% 0 0 0 0
Disabled Vet 30-49% 741,109 7,500 1 741,109
Disabled Vet 50-69% 900,000 10,000 1 900,000
Disabled Vet 70-99% 1,650,000 12,000 1 1,650,000
Disabled Vet 100% 900,000 710,000 1 900,000
Surviving Spouse Disabled Vet 100°/o 0 0 0 0
Donated Disabled Vet 0 0 0 0
Surviving Spouse Donated Disabled Vet 0 0 0 0
Surviving Spouse KIA Armed Service Member 0 0 0 0
Transfer Base Value for SS Disable Vet 0 0 0 0
Inventory 0 0 0 0
Homestead State Mandated-General 0 0 0 0
Homestead State Mandated-Over 65 0 0 0 0
Homestead State Mandated-Disabled Person 0 0 0 0
Homestead State Mandated-Disabled Person 0 0 0 0
Over 65
Homestead Local Option-General 845,368,131 162,947,931 411 815,914,929
Homestead Local Option-Over 65 160,909,459 932,000 94 154,322,680
Homestead Local Option-Disabled Person 2,661,798 10,000 1 1,711,243
Homestead Local Option-Disabled Person 0 0 0 0
Over 65
Solar&Wind Powered Devices 0 0 0 0
Pollution control 0 0 0 0
Community Housing Development 0 0 0 0
Abatements 131,812,834 0 2 131,812,834
Historic Sites 0 0 0 0
Foreign Trade Zone 0 0 0 0
Misc Personal Property(Vehicles, etc.) 2,254,065 1,967,311 9 2,254,065
Surviving Spouse of First Responder KLD 0 0 0 0
Transfer Base Value SS KIA Armed Service 0 0 0 0
Member
Transfer Base Value SS of First Responder 0 0 0 0
KLD
Property Damaged by Disaster 9,407,645 1,598,289 5 9,161,463
Total Exemptions 195,779,330 588
7/17/2021 10:14:44 PM Page 173 of 521
TOWN OF WESTLAKE
Deferrals Market Deferred Counts Appraised
Ag Deferrals 97,125,775 96,950,253 81 175,522
Scenic Deferrals 0 0 0 0
Public Access Airports 0 0 0 0
Other Deferrals 0 0 0 0
Total Deferrals 97,125,775 96,950,253 81 175,522
7/17/2021 10:14:44 PM Page 174 of 521
TOWN OF WESTLAKE
New Exemptions Market Exempt Counts Appraised
Absolute Public 1,994,384 1,994,384 1 1,994,384
Absolute Charitable 0 0 0 0
Absolute Miscellaneous 0 0 0 0
Absolute Religious&Private Schools 0 0 0 0
Indigent Housing 0 0 0 0
Nominal Value 0 0 0 0
Disabled Vet 10-29% 0 0 0 0
Disabled Vet 30-49% 741,109 7,500 1 741,109
Disabled Vet 50-69% 0 0 0 0
Disabled Vet 70-99% 0 0 0 0
Disabled Vet 100% 0 0 0 0
Surviving Spouse Disabled Vet 100°/o 0 0 0 0
Donated Disabled Vet 0 0 0 0
Surviving Spouse Donated Disabled Vet 0 0 0 0
Surviving Spouse KIA Armed Service Member 0 0 0 0
Transfer Base Value for SS Disable Vet 0 0 0 0
Inventory 0 0 0 0
Homestead State Mandated-General 0 0 0 0
Homestead State Mandated-Over 65 0 0 0 0
Homestead State Mandated-Disabled Person 0 0 0 0
Homestead State Mandated-Disabled Person 0 0 0 0
Over 65
Homestead Local Option-General 39,176,317 7,835,262 17 39,176,317
Homestead Local Option-Over 65 12,505,078 50,000 5 10,464,489
Homestead Local Option-Disabled Person 0 0 0 0
Homestead Local Option-Disabled Person 0 0 0 0
Over 65
Solar&Wind Powered Devices 0 0 0 0
Pollution control 0 0 0 0
Community Housing Development 0 0 0 0
Abatements 0 0 0 0
Historic Sites 0 0 0 0
Foreign Trade Zone 0 0 0 0
Misc Personal Property(Vehicles, etc.) 431,347 431,347 1 431,347
Surviving Spouse of First Responder KLD 0 0 0 0
Transfer Base Value SS KIA Armed Service 0 0 0 0
Member
Transfer Base Value SS of First Responder 0 0 0 0
KLD
Property Damaged by Disaster 9,407,645 1,598,289 5 9,161,463
Total New Exemptions 11,916,782 30
7/17/2021 10:14:44 PM Page 175 of 521
TOWN OF WESTLAKE
New Constl'uCtion New Value Counts Taxable
All Real Estate 76,401,804 63 73,017,084
New business in new improvement 0 0 0
Total New Construction 76,401,804 63 73,017,084
New Construction in Residential 73,364,085 60 69,979,365
New Construction in Commercial 3,037,719 3 3,037,719
Market Appraised Counts Taxable
Annexation 0 0 0 0
Deannexation 0 0 0 0
Tax Ceiling Market Taxable Counts Ceiling Amount
Over65 160,909,459 122,871,828 94 157,040.00
Disable Person 2,661,798 1,358,994 1 1,259.00
Disabled Person Over 65 0 0 0 0.00
Total Ceilings 163,571,257 124,230,822 95 158,299.00
New Over 65 Ceilings 21,303,204 0 10 0.00
New Disabled Person Ceilings 0 0 0 0.00
New Disabled Person Over 65 Ceilings 0 0 0 0
Capped ACCounts Market Cap Loss Counts Appraised
Cap Total 200,480,106 29,453,202 101 171,026,904
New Cap this Year 64,962,122 8,335,800 30 56,626,322
All Exemptions by Group Market Exempt Counts Appraised
Residential 849,319,419 166,550,598 418 819,866,217
Commercial 161,328,320 29,228,732 68 161,328,320
Industrial 0 0 0 0
Mineral Lease 0 0 0 0
Agricultural 97,130,500 0 0 180,247
Exemption Total 195,779,330 486
Market Exempt Counts Appraised
Prorated Absolute 0 0 0 0
Multi-Prorated Absolute 0 0 1 1,994,384
Current Taxable Counts Appraised
Value Loss-25.25(d) 0 0 0
Average Market Average Appraised Counts Average Taxable
Averages for Value Single Family 2,111,456 2,060,163 569 1,769,060
7/17/2021 10:14:44 PM Page 176 of 521
�_A�� ..111 CIR VJC VVIAC r�cNv�� - �,c������.. Page 1 of 2
���
�ntity: 037 TOWN OF WESTLAKE 7/18/2021 7:40:07 PM
. � „ - , - _ � • - - . _ , � - � - _ � - - - .
.
A--"Residential SingleFamily" ARB 38 $85,482,404 $84,510,201 $70,788,980 0.0000 $0 $2,368,250
A--"Residential SingleFamily" Certified 569 $1,201,418,991 $1,172,232,873 $1,006,595,310 0.0000 $0 $73,364,085
A--"Residential SingleFamily"Totals: 607 $1,286,901,395 $1,256,743,074 $1,077,384,290 0.0000 $0 $75,732,335
Ci --"Vacant Land Residential" ARB 7 $3,263,153 $3,263,153 $3,263,153 0.0000 $0 $0
Cl --"Vacant Land Residential" Certified 236 $49,189,792 $49,189,792 $49,150,450 0.0000 $0 $0
Cl --"Vacant Land Residential" Incomplete 1 $312,542 $312,542 $312,542 0.0000 $0 $0
Cl --"Vacant Land Residential"Totals: 244 $52,765,487 $52,765,487 $52,726,145 0.0000 ' $0 ' $0
C1C--"Vacant Land Commercial" ARB 10 $1,828,501 $1,828,501 $1,828,501 0.0000 $0 $0
C1C--"Vacant Land Commercial" Certified 63 $15,330,303 $15,330,303 $15,330,303 0.0000 $0 $0
CiC--"Vacant Land Commercial"Totals: 73 $17,158,804 $17,158,804 $17,158,804 0.0000 $0 $0
C2C-- Certified 3 $1,446,833 $1,446,833 $1,446,833 0.0000 $0 $0
"CommercialLandWithImprovementValue"
C2C--"CommercialLandWithImprovementValue"Totals: 3 $1,446,833 $1,446,833 $1,446,833 0.0000 $0 $0
D1--"Qualified Open Space Land" ARB 1 $200,376 $929 $929 9.2000 $199,447 $0
D1--"Qualified Open Space Land" Certified 81 $97,130,500 $180,247 $180,247 1,726.7085 $96,950,253 $0
D1--"Qualified Open Space Land"Totals: 82 $97,330,876 $181,176 $181,176 1,735.9085 $97,149,700 $0
E--"Rural Land (No Ag)and Improvements ARB 1 $520,000 $520,000 $520,000 0.0000 $0 $0
Residential"
E--"Rural Land (No Ag)and Improvements Certified 7 $6,257,281 $5,990,197 $5,439,382 0.0000 $0 $0
Residential"
E--"Rural Land (No Ag)and Improvements Incomplete 1 $5,762,030 $4,452,274 $3,551,819 0.0000 $0 $0
Residential"
E--"Rural Land(No Ag)and Improvements Residential"Totals: 9 $12,539,311 $10,962,471 $9,511,201 0.0000 $0 $0
Fl--"Commercial" ARB 2 $6,022,663 $6,022,663 $6,022,663 0.0000 $0 $288,337
Fl--"Commercial" Certified 27 $420,093,150 $420,093,150 $420,093,150 0.0000 $0 $3,037,719
Fl--"Commercial"Totals: 29 $426,115,813 $426,115,813 $426,115,813 0.0000 $0 $3,3Z6,056
J3C--"VarX Utility Electric Companies" Certified 3 $1,065,020 $1,065,020 $1,065,020 0.0000 $0 $0
J3C--"VarX Utility Electric Companies"Totals: 3 $1,065,020 $1,065,020 $1,065,020 0.0000 $0 $0
J4C--"VarX Utility Telephone Companies" ARB 2 $7,100,965 $7,100,965 $7,100,965 0.0000 $0 $0
J4C--"VarX Utility Telephone Companies" Certified 4 $621,490 $621,490 $621,490 0.0000 $0 $0
This report contains All Excluding Absolutes
Process Code: 220 Table Group Name: ]uly Roll
�_A�� aJ11 CIR VJC VVIAC r�cNv�� - �,c������.. Page 2 of 2
� :ntity: 037 TOWN OF WESTLAKE 7/18/2021 7:40:07 PM
Rlrar�t�'sdl P'str�c[
� �
J4C--"VarX Utility Telephone Companies" Incomplete 14 $69,725,306 $69,725,306 $69,725,306 0.0000 $0 $0
J4C--"VarX Utility Telephone Companies"Totals: 20 $77,447,761 $77,447,761 $77,447,761 0.0000 � $0 � $0
J7C--"VarX Utility Cable Companies" Incomplete 1 $52,431 $52,431 $52,431 0.0000 $0 $0
� �
J7C--"VarX Utility Cable Companies"Totals: 1 $52,431 $52,431 $52,431 0.0000 $0 $0
Ll--"Personal Property Tangible
Commercial" ARB 3 $623,129 $623,129 $623,129 0.0000 $0 $0
Ll--"Personal Property Tangible Certified 40 $70,264,775 $70,264,775 $70,264,284 0.0000 $0 $0
Commercial"
Ll--"Personal Property Tangible Incomplete 14 $1,764,677 $1,764,677 $1,701,326 0.0000 $0 $0
Commercial"
Ll--"Personal Property Tangible
Commercial" InProcess 7 $0 $0 $0 0.0000 $0 $0
Ll--"Personal Property Tangible Commercial"Totals: 64 $72,652,581 $72,652,581 $72,588,739 0.0000 $0 $0
L1C--"VarX Commercial" Certified 54 $7,379,005 $7,379,005 $5,411,694 0.0000 $0 $0
L1C--"VarX Commercial" Incomplete 51 $4,733,202 $4,733,202 $582,035 0.0000 $0 $0
LiC--"VarX Commercial" InProcess 4 $0 $0 $0 0.0000 $0 $0
L1C--"VarX Commercial"Totals: 109 $12,112,207 $12,112,207 $5,993,729 0.0000 $0 $0
L2--"Personal Property Tangible Industrial" Certified 1 $1,361,180 $1,361,180 $1,361,180 0.0000 $0 $0
LZ--"Personal Property Tangible Industrial"Totals: 1 $1,361,180 $1,361,180 $1,361,180 0.0000 $0 $0
0--"Residential Inventory" Certified 157 $49,821,009 $49,821,009 $49,821,009 0.0000 $0 $0
O--"Residential Inventory"Totals: 157 $49,821,009 $49,821,009 $49,821,009 0.0000 $0 $0
ARB Totals: 64 $105,041,191 $103,869,541 $90,148,320 9.2000 $199,447 $2,656,587
Certified Totals: 1,245 $1,921,379,329 $1,794,975,874 $1,626,780,352 1,726.7085 $96,950,253 $76,401,804
Incomplete Totals: 82 $82,350,188 $81,040,432 $75,925,459 0.0000 $0 $0
In Process Totals: 11 $0 $0 $0 0.0000 $0 $0
Report Totals: 1,402 $2,108,770,708 $1,979,885,847 $1,792,854,131 1,735.9085 $97,149,700 $79,058,391
This report contains All Excluding Absolutes
Process Code: 220 Table Group Name: ]uly Roll
� �ti �...,...F,....,.... ._.,F..,. Page 1 of 3
2021 JULY ROLL 7/19/2021 9:11:36 AM
����,a�
037 TOWN OF WESTLAKE
Abatements $0 2 $0 0 $0 0 $0 2
Absolute Charitable $0 0 $0 0 $0 0 $0 0
Absolute Miscellaneous $0 0 $0 0 $0 0 $0 0
Absolute Public $27,583,808 61 $0 0 $0 0 $27,583,808 61
Absolute Religious&Private Schools $0 0 $0 0 $0 0 $0 0
Community Housing Development $0 0 $0 0 $0 0 $0 0
Disabled Vet 100% ��io,000 i �o o �o o ��io,000 i
Disabled Vet 10-29% $0 0 $0 0 $0 0 $0 0
Disabled Vet 30-49% $7,500 1 $0 0 $0 0 $7,500 1
Disabled Vet 50-69% $10,000 1 $10,000 1 $0 0 $20,000 2
Disabled Vet 70-99% $12,000 1 $0 0 $0 0 $12,000 1
Donated Disabled Vet $0 0 $0 0 $0 0 $0 0
Foreign Trade Zone $0 0 $0 0 $0 0 $0 0
Historic Sites $0 0 $0 0 $0 0 $0 0
Homestead Local Option-Disabled Person $10,000 1 $0 0 $0 0 $10,000 1
Homestead Local Option-Disabled Person Over 65 $0 0 $0 0 $0 0 $0 0
Homestead Local Option-General $162,947,931 411 $13,643,221 31 $890,455 1 $177,481,607 443
Homestead Local Option-Over 65 $932,000 94 $68,000 7 $10,000 1 $1,010,000 102
Homestead State Mandated-Disabled Person $0 0 $0 0 $0 0 $0 0
Homestead State Mandated-Disabled Person Over 65 $0 0 $0 0 $0 0 $0 0
Homestead State Mandated-General $0 0 $0 0 $0 0 $0 0
Homestead State Mandated-Over 65 $0 0 $0 0 $0 0 $0 0
Indigent Housing $0 0 $0 0 $0 0 $0 0
Inventory $0 0 $0 0 $0 0 $0 0
Misc Personal Property(Vehicles,etc.) $1,967,311 9 $0 0 $4,151,167 17 $6,118,478 26
Nominal Value $491 1 $0 0 $400 1 $891 2
Pollution control $0 0 $0 0 $62,951 1 $62,951 1
Property Damaged by Disaster $1,598,289 5 $0 0 $0 0 $1,598,289 5
Solar&Wind Powered Devices $0 0 $0 0 $0 0 $0 0
Surviving Spouse Disabled Vet 100% $0 0 $0 0 $0 0 $0 0
Surviving Spouse Donated Disabled Vet $0 0 $0 0 $0 0 $0 0
�,,. ,...,...F,.,..,.... ._..F.... Page 2 of 3
2021 JULY ROLL 7/19/2021 9:11:36 AM
����,a�
037 TOWN OF WESTLAKE
Surviving Spouse KIA Armed Service Member $0 0 $0 0 $0 0 $0 0
Surviving Spouse of First Responder KLD $0 0 $0 0 $0 0 $0 0
Transfer Base Value for SS Disable Vet $0 0 $0 0 $0 0 $0 0
Transfer Base Value SS KIA Armed Service Member $0 0 $0 0 $0 0 $0 0
Transfer Base Value SS of First Responder KLD $0 0 $0 0 $0 0 $0 0
Subtotals=_> $195,779,330 588 $13,721,221 39 $5,114,973 21 $214,615,524 648
, ,Av...�`.�..� ._v�� Page 3 of 3
� 7/19/2021 9:11:36 AM
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2021 JULY ROLL
037 TOWN OF WESTLAKE
� � � �
Prorated Absolute(included in above Absolute categories) $0 0 $0 0 $0 0 $0 0
Ag Deferrals $96,950,253 81 $199,447 1 $0 0 $97,149,700 82
Scenic Deferrals $0 0 $0 0 $0 0 $0 0
Subtotals=_> $96,950,253 81 $199,447 1 $0 0 $97,149,700 82
Entity Totals
Total Appraised * $2,007,469,655
Absolute Exempt $27,583,808
Cases Before ARB $103,869,541
Incompletes $81,040,432
Partial Exemptions $168,195,522
In Process $0
Calculated Net Taxable Value $1,626,780,352
Total # of Accounts * 1,463
* Only includes totals from Agricultural Properties, Mineral Lease Properties, Personal Property Commercial, Personal Property
Industrial, Real Estate Commercial, Real Estate Industrial, and Real Estate Residential.
� Entities Residential Graph Report �i�si2oz�
TarrantAppraisalDistrict 2p21 TOWN OF WESTLAKE 7:16:38 PM
Total Parcel Counts: 569 Average Market: 2,111,456 Average NTV: 1,769,060
� Total Count
10,250,00- 10,499,999 �
9,250,000-9,499,999 �
6,250,000-6,499,999 4
5,750,000-5,999,999 �
5,250,000-5,499,999 3
5,000,000-5,249,999 3
4,750,000-4,999,999 2
4,500,000-4,749,999 3
4,250,000-4,499,999 s
4,000,000-4,249,999 9
3,750,000-3,999,999 �o
� 3,500,000-3,749,999 �o
m
�
�, 3,250,000-3,499,999 �s
�
� 3,000,000-3,249,999 �s
�
�
a
a 2,750,000-2,999,999 2s
2,500,000-2,749,999 49
2,250,000-2,499,999 59
2,000,000-2,249,999 46
1,750,000- 1,999,999 so
1,500,000- 1,749,999 77
1,250,000- 1,499,999 45
1,000,000- 1,249,999 15
750,000 -999,999 16
500,000 -749,999 30
250,000 -499,999 31
0 -249,999 s
0 20 40 60 80 100
Parcel Counts - Single Family Residence Only
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:52 ARB Approved Totals 7/24/2021 1:45:43PM
Land Value
Homesite: 108,900
Non Homesite: 17,324,594
Ag Market: 35,614,175
Timber Market: 0 Total Land (+) 53,047,669
Improvement Value
Homesite: 54,421
Non Homesite: 447,276,944 Total Improvements (+) 447,331,365
Non Real Count Value
Personal Property: 14 23,870,639
Mineral Property: 0 0
Autos: 0 0 Total Non Real (+) 23,870,639
Market Value = 524,249,673
Ag Non Exempt Exempt
Total Productivity Market: 35,614,175 0
AgUse: 25,025 0 ProductivityLoss (-) 35,589,150
Timber Use: 0 0 Appraised Value = 488,660,523
Productivity Loss: 35,589,150 0
Homestead Cap �-) 0
Assessed Value = 488,660,523
Total Exemptions Amount (-) 451,352,740
(Breakdown on Next Page)
Net Taxable - 37,307,783
APPROXIMATE TOTAL LEVY=NET TAXABLE `(TAX RATE/100)
62,632.31 =37,307,783`(0.167880/100)
Certified Estimate of Market Value: 524,249,673
Certified Estimate of Taxable Value: 37,307,783
Tax Increment Finance Value: p
Tax Increment Finance Levy: 0.00
C44/652999 Page 523 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:52 ARB Approved Totals 7/24/2021 1:45:43PM
Exemption Breakdown
Exemption Count Local State Total
AB 5 448,676,741 0 448,676,741
EX-XV 16 0 2,675,923 2,675,923
EX366 1 0 76 76
Totals 448,676,741 2,675,999 451,352,740
C44/652999 Page 524 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:3 Under ARB Review Totals 7/24/2021 1:45:43PM
Land Value
Homesite: p
Non Homesite: p
Ag Market: 347,531
Timber Market: 0 Total Land �+) 347,531
Improvement Value
Homesite: p
Non Homesite: 0 Total Improvements (+) 0
Non Real Count Value
Personal Property: 1 15,911
Mineral Property: 0 0
Autos: 0 0 Total Non Real (+) 15,911
Market Value = 363,442
Ag Non Exempt Exempt
Total Productivity Market: 347,531 0
Ag Use: 334 0 Productivity Loss �-) 347,197
Timber Use: 0 0 Appraised Value = 16,245
Productivity Loss: 347,197 0
Homestead Cap �-) 0
Assessed Value = 16,245
Total Exemptions Amount (-) 0
(Breakdown on Next Page)
Net Taxable - 16,245
APPROXIMATE TOTAL LEVY=NET TAXABLE `(TAX RATE/100)
27.27= 16,245"(0.167880/100)
Certified Estimate of Market Value: 128,576
Certified Estimate of Taxable Value: 16,245
Tax Increment Finance Value: p
Tax Increment Finance Levy: 0.00
C44/652999 Page 525 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
7/24/2021 1:45:43PM
Exemption Breakdown
Exemption Count Local State Total
Totals
C44/652999 Page 526 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:55 Grand Totals 7/24/2021 1:45:43PM
Land Value
Homesite: 108,900
Non Homesite: 17,324,594
Ag Market: 35,961,706
Timber Market: 0 Total Land (+) 53,395,200
Improvement Value
Homesite: 54,421
Non Homesite: 447,276,944 Total Improvements (+) 447,331,365
Non Real Count Value
Personal Property: 15 23,886,550
Mineral Property: 0 0
Autos: 0 0 Total Non Real (+) 23,886,550
Market Value = 524,613,115
Ag Non Exempt Exempt
Total Productivity Market: 35,961,706 0
Ag Use: 25,359 0 Productivity Loss (-) 35,936,347
Timber Use: 0 0 Appraised Value = 488,676,768
Productivity Loss: 35,936,347 0
Homestead Cap �-) 0
Assessed Value = 488,676,768
Total Exemptions Amount (-) 451,352,740
(Breakdown on Next Page)
Net Taxable - 37,324,028
APPROXIMATE TOTAL LEVY=NET TAXABLE `(TAX RATE/100)
62,659.58=37,324,028`(0.167880/100)
Certified Estimate of Market Value: 524,378,249
Certified Estimate of Taxable Value: 37,324,028
Tax Increment Finance Value: p
Tax Increment Finance Levy: 0.00
C44/652999 Page 527 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:55 Grand Totals 7/24/2021 1:45:43PM
Exemption Breakdown
Exemption Count Local State Total
AB 5 448,676,741 0 448,676,741
EX-XV 16 0 2,675,923 2,675,923
EX366 1 0 76 76
Totals 448,676,741 2,675,999 451,352,740
C44/652999 Page 528 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:52 ARB Approved Totals 7/24/2021 1:45:43PM
State Category Breakdown
State Code Description Count Acres New Value Market Value Taxable Value
C1 VACANT LOTS AND LAND TRACTS 1 1.8020 $0 $117,743 $58,871
D1 QUALIFIED AG LAND 20 327.9608 $0 $35,614,175 $23,704
D2 NON-QUALIFIED LAND 2 $0 $23,097 $23,097
E FARM OR RANCH IMPROVEMENT 3 18.2370 $0 $2,316,767 $1,313,438
F1 COMMERCIAL REAL PROPERTY 3 52.8600 $348,099,690 $459,631,329 $31,878,533
J3 ELECTRIC COMPANY(INCLUDING C 2 $0 $1,002,980 $1,002,980
J4 TELEPHONE COMPANY(INCLUDI 4 $0 $573,220 $573,220
J7 CABLE TELEVISION COMPANY 4 $0 $198,720 $198,720
L1 COMMERCIAL PERSONAL PROPE 3 $21,655,584 $22,095,643 $2,235,220
X TOTALLY EXEMPT PROPERTY 17 150.8894 $0 $2,675,999 $0
Totals 551.7492 $369,755,274 $524,249,673 $37,307,783
C44/652999 Page 529 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:3 Under ARB Review Totals 7/24/2021 1:45:43PM
State Category Breakdown
State Code Description Count Acres New Value Market Value Taxable Value
D1 QUALIFIED AG LAND 2 5.3884 $0 $347,531 $334
L1 COMMERCIAL PERSONAL PROPE 1 $0 $15,911 $15,911
Totals 5.3884 $0 $363,442 $16,245
C44/652999 Page 530 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:55 Grand Totals 7/24/2021 1:45:43PM
State Category Breakdown
State Code Description Count Acres New Value Market Value Taxable Value
C1 VACANT LOTS AND LAND TRACTS 1 1.8020 $0 $117,743 $58,871
D1 QUALIFIED AG LAND 22 333.3492 $0 $35,961,706 $24,038
D2 NON-QUALIFIED LAND 2 $0 $23,097 $23,097
E FARM OR RANCH IMPROVEMENT 3 18.2370 $0 $2,316,767 $1,313,438
F1 COMMERCIAL REAL PROPERTY 3 52.8600 $348,099,690 $459,631,329 $31,878,533
J3 ELECTRIC COMPANY(INCLUDING C 2 $0 $1,002,980 $1,002,980
J4 TELEPHONE COMPANY(INCLUDI 4 $0 $573,220 $573,220
J7 CABLE TELEVISION COMPANY 4 $0 $198,720 $198,720
L1 COMMERCIAL PERSONAL PROPE 4 $21,655,584 $22,111,554 $2,251,131
X TOTALLY EXEMPT PROPERTY 17 150.8894 $0 $2,675,999 $0
Totals 557.1376 $369,755,274 $524,613,115 $37,324,028
C44/652999 Page 531 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:52 ARB Approved Totals 7/24/2021 1:45:43PM
CAD State Category Breakdown
State Code Description Count Acres New Value Market Value Taxable Value
C2 COMMERCIAL VACANT LOT 1 1.8020 $0 $117,743 $58,871
D1 QUALIFIED AG LAND 20 327.9608 $0 $35,614,175 $23,704
D2 FARM AND RANCH IMPSS ON QUALI 2 $0 $23,097 $23,097
E1 LAND AND IMPROVMENTS (NON AG 2 8.0000 $0 $310,110 $310,110
E4 VACANT NON QUALIFIED NON HOME 1 10.2370 $0 $2,006,657 $1,003,328
F1 REAL COMMERCIAL 3 52.8600 $348,099,690 $459,631,329 $31,878,533
J3 REAL&TANGIBLE PERSONAL, UTIL 2 $0 $1,002,980 $1,002,980
J4 REAL&TANGIBLE PERSONAL, UTIL 4 $0 $573,220 $573,220
J7 REAL&TANGIBLE PERSONAL, UTIL 4 $0 $198,720 $198,720
L1 BPP TANGIBLE COMERCIAL PROPER 1 $21,655,584 $22,068,137 $2,207,714
L3 BPP TANGIBLE COMMERCIAL LEASE 2 $0 $27,506 $27,506
X 17 150.8894 $0 $2,675,999 $0
Totals 551.7492 $369,755,274 $524,249,673 $37,307,783
C44/652999 Page 532 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:3 Under ARB Review Totals 7/24/2021 1:45:43PM
CAD State Category Breakdown
State Code Description Count Acres New Value Market Value Taxable Value
D1 QUALIFIED AG LAND 2 5.3884 $0 $347,531 $334
L3 BPP TANGIBLE COMMERCIAL LEASE 1 $0 $15,911 $15,911
Totals 5.3884 $0 $363,442 $16,245
C44/652999 Page 533 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:55 Grand Totals 7/24/2021 1:45:43PM
CAD State Category Breakdown
State Code Description Count Acres New Value Market Value Taxable Value
C2 COMMERCIAL VACANT LOT 1 1.8020 $0 $117,743 $58,871
D1 QUALIFIED AG LAND 22 333.3492 $0 $35,961,706 $24,038
D2 FARM AND RANCH IMPSS ON QUALI 2 $0 $23,097 $23,097
E1 LAND AND IMPROVMENTS (NON AG 2 8.0000 $0 $310,110 $310,110
E4 VACANT NON QUALIFIED NON HOME 1 10.2370 $0 $2,006,657 $1,003,328
F1 REAL COMMERCIAL 3 52.8600 $348,099,690 $459,631,329 $31,878,533
J3 REAL&TANGIBLE PERSONAL, UTIL 2 $0 $1,002,980 $1,002,980
J4 REAL&TANGIBLE PERSONAL, UTIL 4 $0 $573,220 $573,220
J7 REAL&TANGIBLE PERSONAL, UTIL 4 $0 $198,720 $198,720
L1 BPP TANGIBLE COMERCIAL PROPER 1 $21,655,584 $22,068,137 $2,207,714
L3 BPP TANGIBLE COMMERCIAL LEASE 3 $0 $43,417 $43,417
X 17 150.8894 $0 $2,675,999 $0
Totals 557.1376 $369,755,274 $524,613,115 $37,324,028
C44/652999 Page 534 of 2428
DENTON County 2021 CERTIFIED TOTALS As of Certification
C44-WESTLAKE TOWN OF
Property Count:55 Effective Rate Assumption 7/24/2021 1:45:43PM
New Value
TOTAL NEW VALUE MARKET: $369,755,274
TOTAL NEW VALUE TAXABLE: $30,647,043
New Exemptions
Exemption Description Count
ABSOLUTE EXEMPTIONS VALUE LOSS
Exemption Description Count Exemption Amount
PARTIAL EXEMPTIONS VALUE LOSS
NEW EXEMPTIONS VALUE LOSS $0
Increased Exemptions
Exemption Description Count Increased Exemption Amount
INCREASED EXEMPTIONS VALUE LOSS
TOTAL EXEMPTIONS VALUE LOSS $0
New Ag/Timber Exemptions
New Annexations
New Deannexations
Average Homestead Value
Count of HS Residences Average Market Average HS Exemption Average Taxable
Lower Value Used
Count of Protested Properties Total Market Value Total Value Used
3 $363,442.00 $16,245
C44/652999 Page 535 of 2428
:io,�,Covi�Tf.,.
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��'���:::�°� TARRANT COUNTY TAX OFFICE wencty surgess
100 E Weatherford St,Room 105 Tax Assessor-Collector
Fort Worth,Texas 76196-0301
817-884-1100
Taxofficc(c�tarrantcounty.com
July 29, 2021
Ms Ginger Awtry
Town of Westlake
3 Village Circle
Westlake TX 76262
Re: Certified Estimate of Anticipated Collection Rate for Tax Year 2021
Dear Ms Awtry:
Texas Tax Code Sec. 26.04(b)requires your Tax Collector to certify your entity's anticipated
collection rate for the current year. New law now requires the collector to look at the preceding
three years to determine that rate. (Sec. 26.04(h-1))
To find the estimated collection rate, the collector must first estimate the taxing unit's total debt
collections from July 1 of the current year through June 30 of the next year. This estimate equals
the total tax dollars that will be collected for current debt taxes, delinquent taxes, special appraisal
rollback taxes (e.g. agriculture, etc.), penalties and interest. The anticipated collection rate of a
taxing unit is a rate certified by the collector and can be no lower than the lowest actual collection
rate of the taxing unit for any of the preceding three years and may even exceed 100%.
The collector compares this amount to what the taxing unit plans to levy for paying debt service in
the current fiscal year.
Dividing the estimated collections by the required debt payments gives the estimated collection
rate. For example, the collector projects the taxing unit will take in $950,000 in debt revenues before
July 1 of nextyear. The taxing unit s budget calls for it to levy$1 million in debt service taxes for the
currentyear. The anticipated collection rate is$950,000 divided by$1 million, or 95 percent.
Using an anticipated collection rate of less than 100 percent in the calculations creates a higher
debt levy than necessary to service the debt. Delinquent taxes from prior years may generate
more than a 100 percent rate
If the actual collection rate for 2020 exceeded the anticipated rate for that year, the collector must
also certify the amount of debt taxes collected in excess of the anticipated rate. When calculating
the debt rate for 2021, the rate must be adjusted to compensate for any excess debt collections in
2020.
Your taxing unit's actual collection rates for the preceding three years are:
2020 99.29
2019 100.83
2018 99.67
Based on the data above,the estimated anticipated collection rate for your entity for tax
year 2021 is 100%
Your excess debt collection for the 2020 tax year is $57,445.
If I may be of further assistance to you, please call me at (817) 884-1123 or email
arice@tarrantcounty.com.
Sincerely,
Amelia Rice, PCC
Director, Property Tax
Office of Wendy Burgess, PCC, CTOP, PCAC, CSTA
Tarrant County Tax Assessor-Collector
TOWN OF WESTLAKE
RESOLUTION NO. 21-26
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
APPROVING THE TAX ROLLS FOR TAX YEAR 2021 ON PROPERTY WITHIN THE
TOWN; APPROVING THE ESTIMATED TAX COLLECTION RATE; AND
DESIGNATING AN OFFICIAL TO CALCULATE THE NO-NEW-REVUNUE TAX
RATE AND THE VOTER-APPROVAL RATE.
WHEREAS, on July 26, 2021, the Chief Appraisers of Tarrant Appraisal District (TAD)
and Denton Central Appraisal District(DCAD)provided to the Town of Westlake the tax rolls for
2021 with a total appraised value of $2,496,146,423 and having a net taxable value of
$1,664,104,380, with Tarrant County and Denton County providing the certified values; and,
WHEREAS, Texas Tax Code 26.04(c)and 26.17(e) requires an officer or employee
designated by the governing body to calculate the no-new-revenue tax rate and the voter-approval
tax rate for the taxing unit after submission of the certified appraisal rolls; and,
WHEREAS, all legal prerequisites for the adoption of this resolution have been met,
including but not limited to the Local Government Code, the Open Meetings Act, and the Texas
Tax Code; 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 Tarrant County and Denton County tax roll values for the Town
of Westlake, Texas, tax year 2021, reflect and are hereby approved an amount of$2,496,146,423
for the total appraised value.
SECTION 3: That the certified taxable value of$ 1,664,104,380 is approved.
SECTION 4: That in addition to the value shown in Section 3 above, the Chief
Appraisers have prepared a list of all properties pending disposition before the Appraisal Review
Boards with a projected minimum value of$116,267,890.
SECTION 5: That the estimated 2021 collection rate of 100% as calculated by Tarrant
County Tax Assessor-Collector is accepted.
Resolution 21-26
Page 1 of 2
SECTION 6: That the Director of Finance is hereby authorized to calculate the no-new-
revenue tax rate and the voter-approval tax rate for the Town of Westlake in accordance with
Section 26 of the Texas Tax Code.
SECTION 7: 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 8: That this Resolution shall become effective from and after its date of
passage.
PASSED AND APPROVED ON THIS 23rd DAY OF AUGUST 2021.
ATTEST:
Laura L. Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Resotution 21-26
Page 2 of 2
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 23, 2021
TOPIC: Consider a resolution authorizing the Town Manager to execute an
agreement with Circle T Ranch Phase III Association to provide a 5-year
streetscape maintenance agreement for Schwab Way Phase I and II.
STAFF: Troy Meyer, Facilities and Public Works Director
STRATEGIC ALIGNMENT
� i � . � . ., ; � • � i � �
High Quality Planning,Design&
Planned/Responsible People,Facilities,& Development-We are a desirable Improve Technology,
Development Technology well planned,high-quality Facilities&
community that is distinguished by Equipment
exemplary design standards.
SUMMARY
The proposed agreement is the last step for final acceptance of Schwab Way from State Highway
114 to Ottinger Rd. Staff has met with Hillwood team members on site to ensure all punch list
items have been completed and fees have been paid for this road improvement project. The
Town will own the street and utilities and will be responsible for maintenance after the two-year
warranty period. This 5-year agreement with Circle T Ranch Phase III Association will require
them to maintain the following items on Schwab Way:
• All non-standard wayfinding signs located within the Median Area, as identified herein
on EXhibit "C".
• Install streetlights and dimmer system in accordance with the lighting plan approved by
the Town on August 31, 2021, a copy of which is attached hereto as Exhibit"B"
(Lighting Plan).
• Provide to the Town XX streetlights for use in maintenance and repair of streetlights.
Following installation, Town will be responsible for maintenance and replacement of
such streetlights.
• Maintain and operate underground irrigation systems within Median Area Exhibit "C"
and any associated additions in accordance with the following guidelines:
o Irrigation systems shall not run during wet and rainy weather, nor shall they be in
operation during freezing temperatures.
o All irrigation systems, including any system additions, shall be installed and
Page 1 of 3
maintained by a licensed irrigator.
o Maintenance of irrigation systems shall include, without limitation, any and all
necessary and ordinary upkeep and repairs to ensure that the entire irrigation
system is functioning properly.
• Pay for all electrical hookups, electricity, water impact, water tap and meter fees, and
water usage.
• Mow on at least a 14-day cycle from March through November of each year.
• Maintain all plantings and planting material in the Median Area, including, but not
limited to, all shrubs and grasses.
• Maintain all trees in the median area, the watering is to continue for a minimum of two
years or until such time as the trees become established.
The Town will perform the following items:
• Make inspections to determine compliance with this Agreement. In the event the Town
observes non-compliance, Association will be notified and shall be given a period, not to
exceed 30 days from the date of notification by the Town, of time to correct the problem.
• Maintain and replace streetlights as needed in accordance with the Lighting Plan.
• Maintain the public utility infrastructure.
The primary term may be renewed by mutual agreement of the parties for successive five (5)
year periods under the same conditions and terms of this agreement. Association must advise the
Town in writing of its intent to renew this agreement at least thirty (30) calendar days,but no
earlier than one-hundred twenty (120) calendar days,prior to the termination date of the primary
term or each renewal term, as applicable.
COUNCIL ACTION/OPTIONS
Council may approve or deny Staff's recommendation of streetscape maintenance services on
Schwab Way.
STAFF RECOMMENDATION
Staff recommends approval of the Town Manager to execute an agreement with Circle T Ranch
Phase III Association to provide 5-year streetscape maintenance agreement for Schwab Way
Phase I and II.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount:
• Funding Source: General Fund
Contract: Yes Forms: Forms 1295 & 2270
Page 2 of 3
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The proposed Agreement will provide improved aesthetic and safety
lighting standards for a Town road that will be utilized by Academy families.
Comprehensive Plan: The proposed Agreement will provide developer maintenance of
infrastructure identified in the Town's Comp Plan.
Cost Recovery Analysis: N/A
Traffic Impact: Traffic and pedestrian conditions would be improved through improved
aesthetic and safety lighting of the recently accepted roadway.
ATTACHMENTS
Resolution
Exhibit"A"—Agreement
Page 3 of 3
STREETSCAPE MAINTENANCE AGREEMENT
This STREETSCAPE MAINTENANCE AGREEMENT ("Agreement") , effective as
of August 23,2021 (the"Effective Date"),is made by and between the TOWN OF WESTLAKE,
a home-rule municipal corporation of the State of Texas ("Town"), acting by and through its duly
authorized representative, and CIRCLE T RANCH PHASE III ASSOCIATION,
("Association"), acting by and through its duly authorized representative.
SECTION 1
DESCRIPTION OF PROPERTY
1.01 The Town hereby engages the Association, and the Association hereby agrees to provide,
furnish and perform the Services, as hereinafter defined and set forth in Section 2 of this
Agreement, on the Town-owned right-of-way located on Schwab Way as further identified in
Exhibit A, attached hereto and incorporated herein for all purposes (the "Area").
SECTION 2
DUTIES AND RESPONSIBILITIES
2.01 Association shall, at its sole cost and expense,provide the Services(as hereinafter defined)
in accordance with this Agreement and all applicable laws. In providing the Services, Association
shall take such steps as are appropriate to ensure that the Services are properly coordinated with
any related work performed or to be performed by the Town.
2.02 Plans for all Services and planting materials shall be submitted to the Town not less than
thirty (30) calendar days prior to the anticipated implementation or start date of any such plans.
To the extent that the Association desires to revise any such plans or provide additional plans,then
the Association must do so not less than thirty (30) calendar days prior to the anticipated
implementation or start date related to any such plans. No Services shall commence until written
approval of the plans has been granted by the Town, such approval to be granted or denied within
fifteen (15) days of initial request by Association.
2.03 Association represents that it has or will secure, at its own expense, all materials, supplies,
machinery, equipment, tools, superintendence, labor, personnel, insurance (if required), and other
accessories and services necessary to provide the Services in accordance with the requirements of
this Agreement and the Town. The following items shall constitute the services to be provided by
the Association and shall be referred to as the "Services":
A. Maintain all non-standard wayfinding signs located within the Median Area, as
identified herein on Exhibit"C".
B. Install streetlights and dimmer system in accordance with the lighting plan
approved by the Town on August 31, 2021, a copy of which is attached hereto as
Exhibit"B" (Lighting Plan).
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C. Provide to the Town streetlights for use in maintenance and repair of streetlights.
Following installation, Town will be responsible for maintenance and replacement
of such streetlights.
D. Maintain and operate underground irrigation systems within Median Area and any
associated additions in accordance with the following guidelines:
i. Irrigation systems shall not run during wet and rainy weather nor shall they
be in operation during freezing temperatures.
ii. All irrigation systems,including any system additions, shall be installed and
maintained by a licensed irrigator.
iii. Maintenance of irrigation systems shall include,without limitation, any and
all necessary and ordinary upkeep and repairs to ensure that the entire irrigation
system is functioning properly.
E. Pay for all electrical hookups, electricity, water impact, water tap and meter fees,
and water usage.
F. Mow on at least a 14 day cycle from March through November of each year.
G. Maintain all plantings and planting material in the Median Area, including,but not
limited to, all shrubs and grasses.
H. Maintain all trees in the Median Area by providing a minimum amount of water to
maintain a consistently moist, but not wet root zone (a soil moisture content
between the wilting point and field capacity), typically 7-10 gallons per week for
each tree. The watering is to continue for a minimum of two years or until such
time as the trees become established.
2.04 The Town will perform the following items:
A. Make inspections to determine compliance with this Agreement. In the event the
Town observes non-compliance, Association will be notified and shall be given a
period, not to exceed 30 days from the date of notification by the Town, of time to
correct the problem.
B. Maintain and replace streetlights as needed in accordance with the Lighting Plan.
2.05 In the event that any Town-owned property, including, but not limited to, utilities, park
improvements, equipment, turf, and the like are damaged or destroyed by the Association during
the performance of the Services, Association shall be solely responsible for all repairs or
replacements and any costs related thereto. Any damage by Association shall be repaired or
replaced by Association to the reasonable satisfaction of the Town within thirty(30) calendar days
after the Town sends written notice of such damage or within such time as agreed to otherwise by
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the parties in writing. If the Association fails to remedy the damages in the time set forth above,
then the Association agrees to reimburse the Town for any costs incurred by the Town in repairing
or replacing such damage, with any such amount to be due and payable to the Town within thirty
(30) calendar days after the Town sends a written invoice to the Association detailing such costs.
SECTION 3
TERM OF AGREEMENT
3.01 This Agreement shall commence on the Effective Date and, unless terminated earlier in
accordance with this Agreement, expire on October 31, 2026 ("Primary Term"). The Primary
Term may be renewed by mutual agreement of the parties for successive five (5) year periods
under the same conditions and terms of this Agreement ("Renewal Term"). Association must
advise the Town in writing of its intent to renew this Agreement at least thirty(30) calendar days,
but no earlier than one-hundred twenty (120) calendar days, prior to the termination date of the
Primary Term or each Renewal Term, as applicable.
SECTION 4
ALTERATIONS AND ADDITIONS
4.01 Association shall not make or cause to be made any alterations, additions,or improvements
to Town property, other than the Services, without the prior written consent of the Town.
Association shall present to the Town any plans and specifications for such alterations, additions,
and improvements at the time such approval is sought. Any alterations, additions, or
improvements shall be consistent with the Services to be provided in this Agreement.
SECTION 5
RIGHT OF ACCESS
5.01 The Town does not relinquish the right to control the management of the Area, or the right
to enforce all necessary and proper rules for the management and operation of the same. The Town
through its Town Manager, Police and Fire personnel, and other designated representatives, has
the right at any time to enter any portion of the Area(without causing or constituting a termination
of the use or an interference of the use of the Area by Association) for the purpose of inspecting
and maintaining the same and doing any and all activities necessary for the proper conduct and
operation of public property; provided, this shall not authorize or empower Town to direct the
activities of Association or assume liability for Association's activities.
SECTION 6
INDEMNIFICATION
6.01 ASSOCIATION COVENANTS AND AGREES TO, AND DOES HEREBY,
INDEMNIFYAND HOLD HARMLESSAND DEFEND THE TOWN, ITS OFFICERSAND
EMPLOYEES, FROM AND AGAINST ANY AND ALL SUITS OR CLAIMS FOR
DAMAGES OR INJURIES, INCLUDING DEATH, TO ANY AND ALL PERSONS OR
PROPERTY, WHETHER REAL OR ASSERTED,ARISING OUT OF OR IN CONNECTION
WITH ANY GROSSLY NEGLIGENT ACT OR GROSSLY NEGLIGENT OMISSION ON
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THE PART OF THE ASSOCIATON, ITS OFFICERS, AGENTS, SERVANTS,
EMPLOYEES OR SUBCONTRACTORS, AND THE ASSOCIATION DOES HEREBY
ASSUME ALL LIABILITY AND RESPONSIBILITY FOR INJURIES, CLAIMS OR SUITS
FOR THE DAMAGES TO PERSONS OR PROPERTY, OF WHATSOEVER KIND OR
CHARACTER, WHETHER REAL OR ASSERTED, OCCURRING DURING OR ARISING
OUT OF THE PERFORMANCE OF THIS CONTRACT AS A RESULT OFANY GROSSLY
NEGLIGENT ACT OR GROSSLY NEGLIGENT OMISSION ON THE PART OF THE
ASSOCIATION, ITS OFFICERS, AGENTS, SERVANTS, EMPLOYEES OR
SUBCONTRACTORS. SUCH INDEMNIFICATION SHALL INCLUDE WORKERS'
COMPENSATION CLAIMS OF OR BY ANYONE WHATSOEVER IN ANY WAY
RESULTING FROM OR ARISING OUT OF ASSOCIATION'S WORK, SERVICES AND
OPERATIONS IN CONNECTION HEREWITH, INCLUDING OPERATIONS OF
SUBCONTRACTORS.
6.02 ASSOCIATION SHALL LIKEWISE INDEMNIFY AND HOLD HARMLESS THE
TOWNFOR ANYAND ALL INJURYOR DAMAGE TO TOWNPROPERTYARISING OUT
OF OR IN CONNECTION WITH ANY AND ALL GROSSLY NEGLIGENT ACTS OR
GROSSLY NEGLIGENT OMISSIONS OF ASSOCIATION, ITS OFFICERS, AGENTS,
EMPLOYEES, CONTRACTORS, SUBCONTRACTORS, LICENSEES OR INVITEES.
SECTION 7
INSURANCE
7.01 Association shall not commence work under this Agreement until it has obtained and
received approval from the Town of all insurance coverage required hereunder. Association shall
be responsible for delivering to Town a certificate or certificates of insurance demonstrating that
Association has obtained the coverage required under this Agreement. The minimum insurance
required of Association is as follows:
COMPREHENSIVE GENERAL LIABILITY INSURANCE: Association shall
maintain throughout the Term of this Agreement a commercial general liability
insurance policy in an amount of not less than$1,000,000 covering each occurrence with
an aggregate limit of not less than $2,000,000.
AUTOMOBILE INSURANCE - BODILY INJURY AND PROPERTY DAMAGE:
Association shall maintain throughout the Term of this Agreement comprehensive
automobile liability coverage in an amount not less than $1,000,000 for each accident.
This policy shall cover any automobile used in the provision of Improvements and
Services under this Agreement.
7.02 The insurance company with whom Association's insurance is written shall be represented
by an agent or agents having an office located within the Dallas-Fort Worth metropolitan area.
Each such agent shall be duly qualified, upon whom service or process may be had, and must
have authority and power to act on behalf of the insurance company to negotiate and settle with
the Town, or any other claimant, any claims that the Town or any other claimant, or any property
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owner who has been damaged may have against the Association or insurance company. The
name of the agent or agents shall be set forth on all certificates of insurance. The Town shall be
named as additional insured on all insurance policies obtained by Association pursuant to this
Agreement and Association shall provide the Town with certificates of insurance thereof. All
policies must provide that they will endeavor to provide at least five(5)days' notice of any change
in or cancellation of the policy by the insurer. Such insurance amounts may be revised upward
at the Town's request, and Association shall revise such amounts within thirty (30) days after
receipt of such request.
SECTION 8
INDEPENDENT CONTRACTOR
8.01 It is expressly understood and agreed that Association shall perform all work and services
described herein as an independent contractor and not as an officer, agent, servant or employee
of the Town; that Association shall have eXclusive control of the details of the services and work
performed hereunder, and all persons performing the same; and shall be solely responsible for the
acts and omissions of its officers, agents, employees, contractors and subcontractors; that the
doctrine of respondeat superiar shall not apply as between the Town and Association,its officers,
agents, employees, contractors and subcontractors; and that nothing herein shall be construed as
creating a partnership or joint enterprise between the Town and Contractor. No person
performing any of the work and services described hereunder shall be considered an officer,agent,
servant or employee of the Town.
SECTION 9
LICENSES AND PERMITS
9.01 Association shall comply with all federal, state, and local laws, rules, and regulations, as
well as with all regulations, restrictions, and requirements of the Police, Fire, and Code
Compliance Departments now or hereafter in effect which are applicable to its Services.
Association shall obtain and keep in effect at its own cost and expense all licenses and permits,
and pay all taXes incurred or required in connection with this Agreement and its Services
hereunder.
SECTION 10
LIENS
10.01 Association agrees not to take any action that would result in the creation of any lien on
Town property. In the event that a lien is filed, as a result of any action of Association,Association
will take all necessary steps to bond around or remove the lien within ten (10) days of its filing.
SECTION 11
TERMINATION AND DEFAULT
11.01 Either party may terminate this Agreement without cause by the giving of 30 (thirty) days'
notice in writing to the other party.
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11.02 Association shall be in default under this Agreement if Association breaches any term or
condition of this Agreement and such breach remain uncured after thirty (30) calendar days
following receipt of written notice from the Town referencing this Agreement or within a time
period otherwise agreed to by the parties in writing. After notice and opportunity to cure as
provided in this Agreement, the Town shall have the right, and without further notice, to declare
this Agreement immediately terminated and to enter into and take full possession of the Area save
and except such personal property and equipment as may be owned by Association. In the event
of such termination of this Agreement by the Town, all rights and privileges of Association
hereunder shall cease and terminate and Association shall immediately vacate the Area and remove
any and all personal property belonging to the Association.
SECTION 12
NOTICES
12.01 Any notice required shall be sufficient if deposited in the U.S. Mail,postage prepaid,
certified mail, return receipt requested, and addressed to the other party as follows:
I TOWN: ASSOCIATION:
Town of Westlake Circle T Ranch Phase III Association
1500 Solana Blvd. Attn: L. Russell Laughlin
Bldg. 7, Suite 7200 9800 Hillwood Parkway, Suite 300
Westlake, Texas 76262 Fort Worth, Texas 76177
12.02 Mailing of all notices pursuant to this Section shall be deemed sufficient if mailed postage
prepaid, certified mail, return receipt requested, and addressed as specified above, unless either
party has been notified in writing of any changes to such address(es) or addressee(s). All time
periods related to any notice requirements specified in this Agreement shall commence on the date
notice is mailed, unless otherwise set forth in this Agreement.
SECTION 13
VENUE AND JURISDICTION
13.01 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 14
ASSIGNMENT
14.01 Association shall have the right to subcontract for the provision of any Services authorized
hereunder. The existence of a subcontract shall not relieve Association of any responsibility or
liability to the Town under this Agreement. Otherwise, Association may not assign, transfer or
convey any of its duties and responsibilities under this Agreement to another party without the
advance written approval of the Town and execution by such party of a written agreement with the
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Town under which such party agrees to be bound by the duties and obligations of Association
under this Agreement.
SECTION 15
FORCE MAJEURE
15.01 If either Party is unable, either in whole or part, to fulfill its obligations under this
Agreement due to acts of God; strikes, lockouts, or other industrial disturbances; acts of public
enemies; wars; blockades; insurrections; riots; epidemics; public health crises; earthquakes; fires;
floods; restraints or prohibitions by any court, board, department, commission, or agency of the
United States or of any state; declaration of a state of disaster or of emergency by the federal, state,
county, or Town government in accordance with applicable law; issuance of an Imminent Threat
Alert or Elevated Threat Alert by the United States Department of Homeland Security or any
equivalent alert system that may be instituted by any agency of the United States; any arrests and
restraints; civil disturbances; or explosions; or some other reason beyond the Party's reasonable
control (collectively, "Force Majeure Event"), the obligations so affected by such Force Majeure
Event will be suspended only during the continuance of such event. If a Force Majeure Event
occurs, the Town may, in its sole discretion, close or postpone the opening of its community
centers,parks, or other Town-owned and operated properties and facilities in the interest of public
safety and operate them as the Town sees fit. Association hereby waives any and all claims it may
have against the Town for damages resulting from any such Force Majeure Event.
SECTION 16
NO WAIVER
16.01 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 17
INTERPRETATION
17.01 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
CAPTIONS
18.01 Captions and headings used in this Agreement are for reference purposes only and shall
not be deemed a part of this Agreement.
SECTION 19
ENTIRETY OF AGREEMENT
19.01 This Agreement, including any exhibits attached hereto and any documents incorporated
herein by reference, contains the entire understanding and agreement between the Town and
Association as to the matters contained herein. Any prior or contemporaneous oral or written
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agreement is hereby declared null and void to the extent it is in conflict with any provision of this
Agreement.
SECTION 20
ELECTRONIC SIGNATURES AND COUNTERPARTS
20.01 This Agreement may be executed in multiple counterparts, each of which shall be
considered an original,but all of which shall constitute one instrument.
20.02 This Agreement may be executed by electronic signature, which will be considered as an
original signature for all purposes and have the same force and effect as an original signature. For
these purposes, "electronic signature"means electronically scanned and transmitted versions (e.g.
via pdf file or facsimile transmission) of an original signature, or signatures electronically inserted
via software such as Adobe Sign.
SECTION 21
ENTIRE UNDERSTANDING
21.01 This Agreement, including all exhibits attached hereto, constitutes the final, entire, and
complete agreement between Association and the Town and supersedes any prior and
contemporaneous negotiations, understandings, representations, and agreements between the
parties. Any prior or contemporaneous oral or written agreement that purports to vary from the
terms hereof shall be void. This Agreement cannot be modified or amended without the written
consent of all the parties hereto and attached and made a part of this Agreement.
21.02 Neither this Agreement nor any provision hereof may be modified except by an instrument
in writing, signed by the parties. This Agreement shall be binding upon and inure to the benefit
of the parties hereto and their respective successors and assigns.
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EXECUTED to be effective on the Effective Date set forth above.
CIRCLE T RANCH PHASE III
TOWN OF WESTLAKE ASSOCIATION
a Texas non-profit corporation
By: By:
L. Russell Laughlin
President
Streetscape Maintenance Agreement Page 9 of 12
EXHIBIT "A"
RIGHT-OF-WAY AREA
Streetscape Maintenance Agreement Page 10 of 12
EXHIBIT "B"
LIGHTING PLAN
Streetscape Maintenance Agreement Page ll of 12
EXHIBIT "C"
MEDIAN AREA
Streetscape Maintenance Agreement Page 12 of 12
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MQrgare t a. L ee � ������; �.P�int of Beginnirlg ''`� ,��-�� �_
I n s t.u D 2 0 8 3 0 8 0 6 7 � PK IVAIL . �RS�N 3 3'!0"3 4'E (G/ )�) � z m
W/ SHMER"��. c '�) 1 (.� O p nv`Di
c.R,r.c.r. � ��z�zg r ,� �' _ W�`
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\�\�� Utilily Eosement �/ ~ �s_
Point of�� . . � �•.�� �\ Vol.4247,Pg.2908 � r
n u � � m. �
Comm en cin g � �pr •.�\�� c R.r.c.r. EXhibit A o an �
.ob����r;:�:\� Right-of Way Dedication � � �� 3
``'a�`9E'f..�" ��`�`. Schwab Way W z oN�
Mor garet 8. Lee h�; �o �'•�`.�� S I T U A T E D I N T H E R I C H A R D E A D S S U R V E Y, �1 � ��-"
Ins t.R D?Of330806 7 9h , 4 �:.� � _��
�`0 4' '�•.�,�� � AF3STRACT NUMBER 393, TOWN OF WESTLAKE, 033
C.R.1'.C.T. �`��, �\ DENTON COUNTY, TEXAS. .•.».::��'a=
�,Yj °o
TBPIS Firm Re No. 70177700 Cop right C 2D19 Peloton Land Solutio�s,Inc. '
ii
NOTE: THE CONTRACTOR SHALL CONTACT THE FOLLOWING AT LEAST
EXHI B I T "B„ / 48 HOURS PRIOR TO EXCAVATING IN THIS AREA:
, TEXAS 811 1-800-344-8377
� TOWN OF WESTLAKE 817-430-0941
1 ATMOS GAS 888-286-6700
/
TXU ELECTRIC DELIVERY 1-800-316-2135
CALL BEFORE YOU DIG
Q CHARTER COMMUNICATIONS 1-800-344-8377
w TRI-COUNTY ELECTRIC 1-800-431-1541
z FOR OTHER FACILITIES 1-800-344-8377
J
_
U
�
Q
� ELECTRI CAL LEG EN D
CAP CONDUIT FOR FUTURE USE
EX. GROUND BOX EX. 2" EMPTY CONDUIT
SYMBOL DESCRIPTION
STA 16+78,46 RT STA 16+18,46 RT STA 15+44,46 RT
R-30
�---- --------------- ------ �------------- ------------- 20'POLE,FULL CUTOFF POST-TOP LED FIXTURE-SEE NOTE 1.
-- -------
-A-- ---
- '-- LIJL�J LIJL1J ___- _________ _________ -______-- ____ ___--______--___
'__________
� �_ SA SA SA A `'�`'� _ ��`' A SA SA � � P3 PAD-MOUNTED STREET LIGHT PEDESTAL-SEE NOTE 2.
R-65 R-54 � R-53 i i -52 R-51 i i R-50 R-38 � � � � i �;'� R-47 R-46 R-45
(EMPTY) STA 21+72,46 RT STA 21+9,46 RT � i STA 20+29,46 RT STA 19+51,46 RT STA 18+71,46 RT STA 18+71,46 RT „ i i `R-48
I + i
STA 22 55 46 RT
GROUND BOX-SEE NOTE 3.
� i , , , EX. 2 EMPTY CONDUIT i i 0
EX. 2" EMPTY CONDUIT i � � � i � � � � 120/240V OR 240/480V UTILITY TRANSFORMER
i i i i i i i
� � � � � �� X. 3" EMPTY CONDUIT i � EX. 2" EMPTY CONDUIT
� ;:
UO £Z �---- 00 ZZ -------- ------------00 �Z�IJ I 00 OZ �' �� 00 6� � IO I - IO ' 6 00 9� 5 � UTIUTY HAND HOLE
--- ------------------ � �� /
,
- i ---T- i - --- ---- --
�-- I I rt� BRANCH CIRCUIT CONDUIT AND CONDUCTORS,SIZES AS INDICATED
I 1 1 I I ---------- ----------
. . . �--_ I LI�_______________________________
. i .. a . i « � . . � _---- / � �
' ' ' j ' � � _�� � � � � J EXTERIOR RATED WEATHERPROOF JUNCTION BOX
.: � � .: r ..
, „ ., , z STA 22+15,46 LT STA 21+36,46 LT STA 20+63,46 LT STA 19+73,46 LT i i STA 18+91,47 LT STA 18+11,56 LT i i i i R-56 Q O
� ` '" i i i i i � � STA 16+37,56 LT STA 14+85,46 LT _
, i i W G F C I R E C E P T A C L E W I T H W E A T H E R P R O O F I N U S E C O V E R,W H E R E N O T E D(R E F E R E N C E O N L Y)
- � . R-6 4 R-6 3 R-6 2 � R-6 1 i i R 6 0 i i i i �
_ \ R-55
- - - < � � -� i- R-28 , _� Z
------ SA � SA i A " " �-
�. i i
S R-59
-=
� �� ----- �-------- ------SA I I '�� ����� LEGEND NOTES:
- -- _
� �------ -_ _-_ ---- --- ---- -==_ _
r� ------ � ---- _
---- - �
------ --------- -- �
__________________________________-_ L J � -- -_� �_
\ ____
- �� J
�
_ �--- /
_ �� �
---- ---- -- - SA
-- 1 DECORATIVE STREET LIGHT
--------- --
---
-------
------- � ----- �
---------
------------- _
�_ _ _ __ CAP_G��IDtft�fOR FUTURE USE R-37 � � � ___
G ;' \ ,; �
-- il �
-
------------- - NEW 240/480V ��
------ -
______-------- NEW 120/240V LUMINAIRE: (1)LED,POST-TOP MOUNT,TYPES'SA'. REFER TO FIXTURE SCHEDULE FOR
�� PAD-MOUNTED �� �
PAD-MOUNTED C ADDITIONAL INFORMATION.
SINGLE PHASE SINGLE PHASE c
� TRANSFORMER TRANSFORMER VOLTAGE: PROVIDE AUTO-SENSING 120V-277V DRIVER. FIXTURES WIRED AT 240V.
��� �
� STA 5+5,50 RT ;� � � � 2. CONCRETE PAD-MOUNT PEDESTAL
/ ,
W /� � %
i
/
� ,%� PEDESTAL:(1) 100A,240/480V SINGLE PHASE PAD-MOUNTED PEDESTAL WITH APPROVED TRI-COUNTY
z �i S� R-17 //���� TRANSOCKET INTEGRAL METER, INTEGRAL PHOTOCELL,CONTACTOR FOR LIGHTING
i/ '
� /��� '� �,� LOADS,6-20A/1P AVAILABLE CIRCUIT BREAKERS FOR LIGHTING CIRCUITS.
/ �%� �
%� �, 3. GROUND BOX
V �' ,i R-�.
� � ��� �� ,' � DIMENSIONS: REFERENCE DETAIL SHEET SL5 FOR ADDITIONAL INFORMATION.
Q ' ,- `J
� STA 6+1,46 RT %':%V'/,:,=% v ���
� �
/� , R-16 � ;
__ / \ � �•
/ ;, �� �A - ��:'
� �
�
� � ' R-8 �
� , . - /
- � , `'
;%,
= - � t SA
STA 7+24.5,47 RT _ ,=
� , A ����`,���; • �y . i�
,- �
_ - � i j � % � //
+ 10+12,46 RT STA 9+32,46 RT STA 8+70,46 RT STA 8+10,46 RT _ -- _ � � � R-22 � i � � '�
STA 13+83,46 RT STA 13+4,46 RT STA 12+26,46 RT STA 11+35,46 RT STA �
_ __ �
_____--___SA ��, � �%
� o�� �
SA q SA , _ SA SA SA SA
-- � „ �
, �
L� _ - - I � � � �
SA R-27 R-26 R-25 i-J �� _-- - �� R-24 i �/'�� �
/ ,
�SA �� � �
R-39 R-40 R-41 R-42 R-44 i i i � ������ � �� ' �
��
i i -� /"'� �;- ,�x � �/
�
1 �
,���� , '� ,
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EX. 2" EMPTY CONDUIT i i ,
- - - . , ,,- �
,
. ...,, � � - -
// , i �QQ���
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, /�- � �- ii
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, _ _ � �
---- - �� � . � � ��R-3 � � � ��/
--r� --------------- � � �
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-� �� �� � �� �� ���� �� �� � _ � - �- -- I � ii , � , T
��
_ ' � -------- �� ��. �.. � �A � STA 5+66,45 LT
��-�_���_��--- ___ _____________ ______L J _____-______--______--______--______--______--___ -_ � .% i i
_ _- - "-::.. �� :_ ,' _�-` /" i��� � /j�
� � � /
�� EX. 2" EMPTY CONDUIT i EX. 3" EMPTY CONDUIT i R-4 i� ' GJ�
% `,__ __
, ' ;� �� � v
____-
____- „� �
EX. GROUND BOX i i '�
� i i / ����� �� "�� NEW 120/240V
� � '� � � � PAD-MOUNTED
i R-5 i ; STA 6+39,46 LT SWGLE PHASE
w R-7 i
z R-33 R-34 R-35 R-36 R-6 gq i � - ' __- /
� R-31 R-32 �� SA SA �� SA SA SA ��� �-- - ,,, �� ' � TRANSFORMER
-
�,;,
� -��' _ _ -�� ,%STA 7+41,46 LT �
__ „ _ - -- --- �'
--------- -
---- ----- - - -
---- ----
�� / --- �� ,
-
= SA �, �� _STA 12+25,46 LT STA 11+45,46 LT STA 10+65,46 LT ------ -- STA 9+85,46 LT ------ STA 9+5,46 LT __STA 8+41,46 LT N - -- - -
\ STA 13+27,46 LT -
U ------- ---- �
----- ---- ---------
----- '�
-
------------------
--
--
--- _
� -STA 14+7,56 LT -- ---
--------- -----
_
-
------ „------
�
C ------
G ------------
GENERALNOTES: O
1. PROVIDE LIGHTING CIRCUITS THROUGH PHOTOCELL/TIME CLOCK CONTROLS ON
PROPOSED PANEL P3.
0 40 80
2. ALL CONDUITS SHALL AVOID TREE WELLS AND DAMAGE TO EXISTING TREES. SCa�E: �"=40'
3. INSTALL ALL CONDUIT LOCATED UNDER PAVING PRIOR TO PAVING. INSTALL REV. DATE REMARKS
UNDER SIDEWALK WHERE INDICATED AND ROUTE AS SHOWN.
4. CONTRACTOR IS RESPONSIBLE FOR THE INSTALLATION OF STREET LIGHTS,
PEDESTALS,CONDUIT,CONDUCTOR,GROUND BOXES,AND OTHER ELECTRICAL
DEVICES AS INDICATED IN THE DRAWING.
5. POLE FOUNDATIONS SHALL MAINTAIN MINIMUM CLEARANCE FROM WATER LINES CTR WESTLAKE
AND FIRE HYDRANTS.
6. ALL CONDUITS SHALL BE SCHEDULE 80 PVC AND SHALL BE BURIED AT 30"DEPTH
ONLY UNLESS OTHERWISE NOTED. INSTALL PER DETAIL 2 ON SHEET SL-5. T�FISNDORIM REVIEW UNDER ETHE 0 UTHORT Y OFSE STRE ET L I G HT P LAN
7. ALL J-BOXES SHALL BE WEATHERPROOF. THOMAS E. WILSON, P.E., 127691 ON 3�6�2019
IT IS NOT TO BE USED FOR CONSTRUCTION,
8. COORDINATE AND INSTALL ALL NECESSARY DEVICES AS DIRECTED BY BIDDING, OR PERMIT PURPOSES. TOWN OF WESTLAKE, TEXAS
TRICOUNTY FOR SERVICE TO NEW PEDESTALS.
9. FIELD VERIFY ALL EXISTING CONDUIT INDICATED.
10. STREET LIGHTS TO BE MAINTAINED BY PRIVATE OWNER ASSOCIATION. � - � � a I r�9 H G I�Y� p �O n CX B r O W n 9 n C�
� Engineering 8c Surveying
6300 Ridglea Place, Suite 700 Fort Worth, TX 76116 Tel (817)338-1277 Fax (817)338-9245 E-Mail: mail�bhbinc.com
BHB PROJECT # 2017.007.004 TEXAS REGISTRATION # F-44 DESIGNED: TW DATE FILE SHEET
TBPLS FIRM # 1001130
DRAWN: TW S L-�
MARCH 6,2019
CHECKED: KR
NOTE: THE CONTRACTOR SHALL CONTACT THE FOLLOWING AT LEAST
EX H I B I T „B" / 48 HOURS PRIOR TO EXCAVATING IN THIS AREA:
, TEXAS 811 1-800-344-8377
� TOWN OF WESTLAKE 817-430-0941
1 ATMOS GAS 888-286-6700
/
�� TXU ELECTRIC DELIVERY 1-800-316-2135
,,
� -� ��-� i ' CALL BEFORE YOU DIG
SUMMARY OF CONDUIT AND CABLES A �� � ' � ❑ CHARTER COMMUNICATIONS 1-800-344-8377
�, � ❑
_,
���� � ,� �� TRI-COUNTY ELECTRIC 1-800-431-1541
CONDUIT c� ���
� FOR OTHER FACILITIES 1-800-344-8377
RU N W 3 � N Z Z 3 Z � � \����,\ �� \ \ ,
OVERHEAD(OH) X � p `
NO. SIZE(IN) a � a Z � _ � _ � � � �
LENGTH BORE(B) , o a o p � � � � aC � � m / . �
� a' �--I O r-I � tC J 00 J G � �
PROP. EXIST. (FEET) TRENCH(T) xx H x� u xx C7 x� Q xx Q w a u Q ' � D �❑
1 N/A N/A � � ��
,.
\ � = �i / 0 � __
� -
2 N/A N/A � t
3 1 $0 T 2 1 A �\ so �r, I� � � �"�
,, ;'
4 1 80 T 2 1 A � I /
5 1 145 T 2 1 A \ � � � ``\' � �' � �
�r
� � '� '
/,I , _ i
� � _ _ � _
� � �� � � � � � � , � �� � � ���';�� ��� ELECTRICAL LEG EN D
7 1 80 T 2 1 A � ALL WORK WITHIN TNiI � i' � i ��
8 1 85 T 2 1 A �A EA TO BE PROVIDIEDI � j i� ��
� __ _
UNDE �EPARATE TXDpTI_ i ��_
9 1 140 T 2 1 A � PER IT. ����,, \+� r � \ SYMBOL DESCRIPTION
10 1 155 T 2 1 A � � � ,� „ i
11 1 125 T 2 1 A ��� \�,, , o �� j� 20'POLE,FULL CUTOFF POST-TOP LED FIXTURE-SEE NOTE 1.
�_�_� ,
12 N/A N/A � � '' \
; ,;�,` -�,\, ,, ���
CAP CONDUIT � �� � �, � � ;
13 N/A N/A FOR FUTURE USE � � ``\ ,'^���%\`J/ �� P3 PAD-MOUNTED STREET LIGHT PEDESTAL-SEE NOTE 2.
i ,i ,; , ,,\ � �� �
14 N/A N/A � % ', ,, 'r�,
, ;; ;;
15 N/A N/A
, � 1 R-21 ; i i ``�'� `� , , STA 1+19,52 LT 0 GROUND BOX-SEE NOTE 3.
16 1 85 T 2 1 B � A � ��� � � �� �� � � 120/240V OR 2401480V UTILITY TRANSFORMER
STA 1+56,53 RT�� / i // _
/ / i �
;% � i
17 1 80 T 2 1 B
18 1 130 T 2 1 B � � � � �� � � UTILITY HAND HOLE
, i - � ,,,, �
�� / �� BRANCH CIRCUIT CONDUIT AND CONDUCTORS,SIZES AS INDICATED
i / �
19 N/A N/A ' ' ' � % �, \`
� ,,° � / �
' � �
20 1 125 T 2 1 B � �� / i O EXTERIOR RATED WEATHERPROOF JUNCTION BOX
21 1 45 T 45 B(FUTURE) � � � R_20 , � � �� GENERAL NOTES:
22 1 115 T 2 1 B % % �,i�� /� ; � � GFCI RECEPTACLE WITH WEATHERPROOF IN-USE COVER,WHERE NOTED(REFERENCE ONLY)
23 N/A N/A � i /% i% �oi R 11 ,;'� � \� ; 1. PROVIDE LIGHTING CIRCUITS THROUGH PHOTOCELLITIME CLOCK CONTROLS ON
� PROPOSED PANEL P3. LEGEND NOTES:
24 1 75 T 2 1 B i' �% �� / �
25 1 65 T 2 1 B ' % � ,i�� ,� j 2. ALL CONDUITS SHALL AVOID TREE WELLS AND DAMAGE TO EXISTING TREES. 1. DECORATIVE STREET LIGHT
26 1 70 T 2 1 B �� ��� � �
� / i � 3. INSTALL ALL CONDUIT LOCATED UNDER PAVING PRIOR TO PAVING. INSTALL LUMINAIRE: (1)LED,POST-TOP MOUNT,TYPES'SA'. REFER TO FIXTURE SCHEDULE FOR
� , i r
27 1 90 T 2 1 B � / � / i UNDER SIDEWALK WHERE INDICATED AND ROUTE AS SHOWN.
i %i ADDITIONAL INFORMATION.
28 1 65 T 2 1 A � �� � i ,�i SA
� / % �� / �� �� �
29 N/A N/A STA 2+75,53 RT ,� ,"SA �� � i� ,�� � � STA 2+39,46 LT 4. CONTRACTOR IS RESPONSIBLE FOR THE INSTALLATION OF STREET LIGHTS, VOLTAGE: PROVIDE AUTO-SENSING 120V-277V DRIVER. FIXTURES WIRED AT 240V.
30 2 110 T 2 1 D �' � � � � PEDESTALS,CONDUIT,CONDUCTOR,GROUND BOXES,AND OTHER ELECTRICAL
31 1 80 T 2 1 A ,� ,r
� DEVICES AS INDICATED IN THE DRAWING.
,� � �� � � � 2. CONCRETE PAD-MOUNT PEDESTAL
32 1 $5 T 2 1 A ,� , i
5. POLE FOUNDATIONS SHALL MAINTAIN MINIMUM CLEARANCE FROM WATER LINES
i �
33 1 105 T 2 1 A � �� �� '� wj�� ,%� AND FIRE HYDRANTS. PEDESTAL:(1) 100A,240/480V SINGLE PHASE PAD-MOUNTED PEDESTAL WITH APPROVED TRI-COUNTY
34 1 80 T 2 1 A � � ��� o�� � R-10 � � TRANSOCKET INTEGRAL METER, INTEGRAL PHOTOCELL,CONTACTOR FOR LIGHTING
� ' � �% � 6. ALL CONDUITS SHALL BE SCHEDULE 80 PVC AND SHALL BE BURIED AT 30"DEPTH LOADS,6-20A/1 P AVAILABLE CIRCUIT BREAKERS FOR LIGHTING CIRCUITS.
35 1 80 T 2 1 A � f '' ONLY UNLESS OTHERWISE NOTED. INSTALL PER DETAIL 2 ON SHEET SL-5.
� � �
' � '' �/ �� ��� 3. GROUND BOX
36 1 80 T 2 1 A � � � \ �
37 1 5 T 2 1 C � � � ��� � ��� ��� ���� 7. ALL J-BOXES SHALL BE WEATHERPROOF. DIMENSIONS: REFERENCE DETAIL SHEET SL5 FOR ADDITIONAL INFORMATION.
� ���
38 1 65 T 2 1 D R-18 �� � � � � 8. COORDINATE AND INSTALL ALL NECESSARY DEVICES AS DIRECTED BY
39 1 75 T 2 1 B � '� ��� � % � TRICOUNTY FOR SERVICE TO NEW PEDESTALS.
40 1 85 T 2 1 B '� �% � ; i /
� ,
41 1 90 T 2 1 B STA4+21,51 RT ,�'� � � 9. FIELD VERIFY ALL EXISTING CONDUIT INDICATED.
' �i i�
42 1 85 T 2 1 B r �' 10. STREET LIGHTS TO BE MAINTAINED BY PRIVATE OWNER ASSOCIATION.
�
43 N/A N/A �'� +p � � SA
�
44 1 125 T 2 1 B ���'�� �' " O�, � �� �� 11. REFER TO POWER PLANS FOR ADDITIONAL REQUIREMENTS.
i i � �� STA 3+72,41 LT
45 1 100 T 2 1 B STA 5+5,50 RT
46 1 80 T 2 1 B �� % ,� � ','� �/ �
47 1 65 T 2 1 B �� �;'�� ��� �
�
/
, ,
�
48 2 60 4 2 g�p /� S R-17 �� / � � ��
� ,� �
��
o'
49 1 20 T 2 1 B � � �� ' �� �
// �/
50 1 85 T 2 1 D ' �
� „
��/ %R-9 �;'�
51 1 85 T 2 1 D '�,,(� � , �
.
52 1 85 T 2 1 D �� ��� DO, ' �
53 1 65 T 2 1 D ���R-16 �� ,�� �� �
,
54 1 90 T 2 1 D -� ��A '� �'�� �� �
��� - �.
55 1 155 T 2 1 A ��� R_8 '
56 2 40 4 2 B,D ` ��� SA � �
��'� � �L �STA 4+92,43 LT
57 2 115 2 1 C '�' ��� 6
�j � ,� ��/ � � �
58 2 20 T 8 4 A,B,C,D ',,/ �
,�,
>
59 1 85 T 2 1 C ,� ��`S\ - `�,�� �
�� -
, �
60 1 90 T 2 1 C ;, ���/ ,�'' \ �
� � ���
�
61 1 90 T 2 1 C �% �SA � �� � 0 4o so
�� �
/ /
„ .
,� ;
�� � �
62 1 $� T 2 1 C % �� � � , �� / % �� SCALE: 1"=40'
; �
63 1 85 T 2 1 C � �
i�� � � -" ;
�� , � y ,
64 1 75 T 75 C(FUTURE) R 3 ' �
REV. DATE REMARKS
65 1 85 T 85 D(FUTURE) , ,,-��A // STA5 66,45LT T ��
;
- !�
%�
CABLE TOTALS(LF) 9320 4660 205 NEW 120/240V
� PAD-MOUNTED
CONDUITQUANTITIES(LF) 1"TRENCH= 4360 2"TRENCH= 20 �T SINGLE PHASE CTR WESTLAKE
1 BORE= NA 2 BORE= NA TRANSFORMER
OFISNDORIM REVIEW UNDERETHE�UTHORTY OFSE STREET LIGHT PLAN
THOMAS E. WILSON, P.E., 127691 ON 3/6/2019
IT IS NOT TO BE USED FOR CONSTRUCTION,
BIDDING, OR PERMIT PURPOSES. TOWN OF WESTLAKE, TEXAS
� � � Baird, Hampton � Brown , nc�
� Engineering 8c Surveying
6300 Ridglea Place, Suite 700 Fort Worth, TX 76116 Tel (817)338-1277 Fax (817)338-9245 E—Mail: mail�bhbinc.com
BHB PROJECT # 2017.007.004 TEXAS REGISTRATION # F-44 DESIGNED: TW DATE FILE SHEET
TBPLS FIRM # 1001130
DRAWN: TW S L-Z
MARCH 6,2019
CHECKED: KR
NOTE: THE CONTRACTOR SHALL CONTACT THE FOLLOWING AT LEAST
EXHI B I T "B" , 48 HOURS PRIOR TO EXCAVATING IN THIS AREA:
, TEXAS 811 1-800-344-8377
� TOWN OF WESTLAKE 817-430-0941
� ATMOS GAS 888-286-6700
/
TXU ELECTRIC DELIVERY 1-800-316-2135
CALL BEFORE YOU DIG
CHARTER COMMUNICATIONS 1-800-344-8377
TRI-COUNTY ELECTRIC 1-800-431-1541
FOR OTHER FACILITIES 1-800-344-8377
ELECTRICAL LEG EN D
SYMBOL DESCRIPTION
20'POLE, FULL CUTOFF POST-TOP LED FIXTURE-SEE NOTE 1.
P3 PAD-MOUNTED STREET LIGHT PEDESTAL-SEE NOTE 2.
0 GROUND BOX-SEE NOTE 3.
� 120/240V OR 240/480V UTILITY TRANSFORMER
� UTILITY HAND HOLE
1
BRANCH CIRCUIT CONDUIT AND CONDUCTORS,SIZES AS INDICATED
STA 24+34,46 RT STA 23+57,46 RT
STA 25+11,46 RT O EXTERIOR RATED WEATHERPROOF JUNCTION BOX
SA SA �{ GFCI RECEPTACLE WITH WEATHERPROOF IN-USE COVER,WHERE NOTED(REFERENCE ONLY)
STA 25+89,46 RT _____----------- --SA R_ R-1 (E) R-65 ll
---------- - SA R 3
LEGEND NOTES:
--------4
_� SA - 1. DECORATIVE STREET LIGHT
R- ---
STA27+g,46 RT ,i"" � LUMINAIRE: (1)LED, POST-TOP MOUNT,TYPES'SA'. REFER TO FIXTURE SCHEDULE FOR
�
;- " � --- ADDITIONAL INFORMATION.
,- SA
-��"� VOLTAGE: PROVIDE AUTO-SENSING 120V-277V DRIVER. FIXTURES WIRED AT 240V.
STA 27+g7,46 RT ,% ��
- R-
'SA / (E) 2. EXISTWG PAD-MOUNT PEDESTAL'P3'LOCATED AT STATION, 16+90,57 LT.
� STA 25+50,46 LT STA 24+67,46 LT
STA 28+65,46 RT , ,, /`� / SA __ PEDESTAL:(1) 100A,240/480V SINGLE PHASE PAD-MOUNTED PEDESTAL WITH APPROVED TRI-COUNTY
% R_ SA TRANSOCKET INTEGRAL METER, INTEGRAL PHOTOCELL,CONTACTOR FOR LIGHTING
;; SA
i � �-33 R-34 LOADS,6-20A/1 P AVAILABLE CIRCUIT BREAKERS FOR LIGHTING CIRCUITS.
SA / --R-32� STA 23+g4,56 LT
� 3. GROUND BOX
��-'"� / SA DIMENSIONS: REFERENCE DETAIL SHEET SL5 FOR ADDITIONAL INFORMATION.
/� " R-31
���� R / � SA � R-30 STA 26+60,47 LT NOTE BY SYMBOLS:
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1. EXTEND AND CONNECT NEW CONDUCTORS IN EXISTING CONDUIT TO NEW LIGHTING CIRCUIT.
'�' STA 27+43,46 LT
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'� �� STA 28+26,46 LT
'�, SA R-29
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�?,�., �;� 4 1. PROVIDE LIGHTING CIRCUITS THROUGH PHOTOCELL/TIME CLOCK CONTROLS ON EXISTING PANEL P3.
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�;`y�
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INDICATED AND ROUTE AS SHOWN.
STA 31+55,46 RT � �.
'���::: � NEW 120/240V 4. CONTRACTOR IS RESPONSIBLE FOR THE INSTALLATION OF STREET LIGHTS, PEDESTALS,CONDUIT,
-A / R_ g� PAD-MOUNTED CONDUCTOR,GROUND BOXES,AND OTHER ELECTRICAL DEVICES AS INDICATED IN THE DRAWING.
SINGLE PHASE
� -- TRANSFORMER 5. POLE FOUNDATIONS SHALL MAINTAIN MINIMUM CLEARANCE FROM WATER LINES AND FIRE HYDRANTS.
R-
� ° 6. ALL CONDUITS SHALL BE SCHEDULE 80 PVC AND SHALL BE BURIED AT 30"DEPTH ONLY UNLESS
� / OTHERWISE NOTED. INSTALL PER DETAIL 2 ON SHEET SL-5.
/�%�STA 32+33,46 RT
7. ALL J-BOXES SHALL BE WEATHERPROOF.
SA
8. COORDINATE AND INSTALL ALL NECESSARY DEVICES AS DIRECTED BY TRICOUNTY FOR SERVICE TO
� STA 31+47,56 LT SA NEW PEDESTALS.
/ � 9. FIELD VERIFY ALL EXISTING CONDUIT INDICATED.
� 10. STREET LIGHTS TO BE MAINTAINED BY PRIVATE OWNER ASSOCIATION.
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CTR WESTLAKE
OFISNDORIMMREVIEW UNLDERETDHE�UTHORPYRP�OSE STREET LIGHT PLAN
THOMAS E. WILSON, P.E., 127691 ON 7/17/2019
IT IS NOT TO BE USED FOR CONSTRUCTION,
BIDDING, OR PERMIT PURPOSES. TOWN OF WESTLAKE, TEXAS
� � � Baird� Hampton � Brown � nco
� Engineering 8c Surveying
6300 Ridglea Place, Suite 700 Fort Worth, TX 76116 Tel (817)338-1277 Fax (817)338-9245 E—Mail: mail�bhbinc.com
BHB PROJECT # 2017.007.004 TEXAS REGISTRATION # F-44 DESIGNED: TW DATE FILE SHEET
TBPLS FIRM # 1001130
DRAWN: TW S L-�
MARCH 6,2019
CHECKED: KR
NOTE: THE CONTRACTOR SHALL CONTACT THE FOLLOWING AT LEAST
SUMMARY OF CONDUIT AND CABLES EXH I B IT "B" STA31+55,46RT , 48 HOURS PRIOR TO EXCAVATING IN THIS AREA:
, TEXAS 811 1-800-344-8377
RUN CONDUIT � � � ; A � TOWN OF WESTLAKE 817-430-0941
� ATMOS GAS 888-286-6700
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X 3 oc v� ' _
NO. OVERHEAD(OH) ,,,,, � Z � Z � Z � � p R- ��
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,R, SIZE(IN) �ENGTH BORE(B) a o a o p � � � � � � �* �? � TXU ELECTRIC DELIVERY 1-800-316-2135
� � � 0 � OC �p � pp � � � � m � CALL BEFORE YOU DIG
PROP. EXIST. (FEET) TRENCH(T) x� � x� v �x c� x� a �x a W a � d � % CHARTER COMMUNICATIONS 1-800-344-8377
1 1" 105 T 2 1 STA32+33,46RT TRI-COUNTY ELECTRIC 1-800-431-1541
2 1" 85 T 2 1 S� - - -
FOR OTHER FACILITIES 1 800 344 8377
3 1" 85 T 2 1
4 1" 85 T 2 1 R_� � STA 31
5 1" 130 T 2 1
6 1" 85 T 2 1 � �
7 1" 85 T 2 1 / �
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STA 32+30,48 LT
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10 1" 130 T 2 1 \
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13 1�� 90 T 2 1 c�ti� ELECTRICAL LEG EN D
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14 1" 85 T 2 1 R-1 �' �`
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16 1" 85 T 2 1 �� SA
j R-26 20'POLE, FULL CUTOFF POST-TOP LED FIXTURE-SEE NOTE 1.
17 1" 85 T 2 1 STA 33+12,46 LT
18 1" 85 T 2 1 P3 PAD-MOUNTED STREET LIGHT PEDESTAL-SEE NOTE 2.
19 1" 85 T 2 1 STA 34+33,46 RT � ;�
20 1" 85 T 2 1 0 GROUND BOX-SEE NOTE 3.
21 1" 105 T 2 1
R-25 ❑T 120/240V OR 2401480V UTILITY TRANSFORMER
22 1" 85 T 2 1
R-12 STA 33+gg,46 LT � UTILITY HAND HOLE
23 1" 85 T 2 1 �
24 1" 85 T 2 1 � A BRANCH CIRCUIT CONDUIT AND CONDUCTORS,SIZES AS INDICATED
25 1" 85 T 2 1
26 1" 85 T 2 1 STA 35+5,46 RT � GENERAL NOTES: � EXTERIOR RATED WEATHERPROOF JUNCTION BOX
27 1" 85 T 2 1 � GFCI RECEPTACLE WITH WEATHERPROOF IN-USE COVER,WHERE NOTED(REFERENCE ONLY)
28 1" 310 T 2 1 � 1. PROVIDE LIGHTING CIRCUITS THROUGH PHOTOCELUTIME CLOCK CONTROLS ON
;
29 1" 85 T 2 1 STA 34+78,46 LT R-24
EXISTING PANEL P3. LEGEND NOTES:
30 1" 85 T 2 1 � SA
31 1" 110 T 2 1 2. ALL CONDUITS SHALL AVOID TREE WELLS AND DAMAGE TO EXISTING TREES. 1. DECORATIVE STREET LIGHT
R-13 �
32 1" 85 T 2 1 ; 3. INSTALL ALL CONDUIT LOCATED UNDER PAVING PRIOR TO PAVING. INSTALL LUMINAIRE: (1)LED, POST-TOP MOUNT,TYPES'SA'. REFER TO FIXTURE SCHEDULE FOR
33 1" 85 T 2 1 � T UNDER SIDEWALK WHERE INDICATED AND ROUTE AS SHOWN. ADDITIONAL INFORMATION.
34 1" 170 T 2 1 STA 35+gg,46 RT
CABLE TOTALS(LF) 7220 3610 0 4. CONTRACTOR IS RESPONSIBLE FOR THE INSTALLATION OF STREET LIGHTS, VOLTAGE: PROVIDE AUTO-SENSING 120V-277V DRIVER. FIXTURES WIRED AT 240V.
NEW 120/240V PEDESTALS,CONDUIT,CONDUCTOR,GROUND BOXES,AND OTHER ELECTRICAL
CONDUITQUANTITIES(LF) 1"TRENCH = 3610 2"TRENCH = NA
�� STA 35+61,46 LT PAD-MOUNTED DEVICES AS INDICATED IN THE DRAWING.
1" BORE- NA 2" BORE- NA � SINGLE PHASE 2. EXISTING PAD-MOUNT PEDESTAL
R-1 �'/ SA R_23 TRANSFORMER 5. POLE FOUNDATIONS SHALL MAINTAIN MINIMUM CLEARANCE FROM WATER LINES
j AND FIRE HYDRANTS. PEDESTAL:(1) 100A,240/480V SINGLE PHASE PAD-MOUNTED PEDESTAL WITH APPROVED TRI-COUNTY
TRANSOCKET INTEGRAL METER, INTEGRAL PHOTOCELL,CONTACTOR FOR LIGHTING
i � 6. ALL CONDUITS SHALL BE SCHEDULE 80 PVC AND SHALL BE BURIED AT 30 DEPTH LOADS,6-20A/1P AVAILABLE CIRCUIT BREAKERS FOR LIGHTING CIRCUITS.
j � ONLY UNLESS OTHERWISE NOTED. INSTALL PER DETAIL 2 ON SHEET SL-5. 3. GROUND BOX
i
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STA 36+66,45 RT 7. ALL J-BOXES SHALL BE WEATHERPROOF. DIMENSIONS: REFERENCE DETAIL SHEET SL5 FOR ADDITIONAL INFORMATION.
i 8. COORDINATE AND INSTALL ALL NECESSARY DEVICES AS DIRECTED BY
R-1 j R_22 TRICOUNTY FOR SERVICE TO NEW PEDESTALS.
STA 36+42,47 LT A
i 9. FIELD VERIFY ALL EXISTING CONDUIT INDICATED.
i
j � 10. STREET LIGHTS TO BE MAINTAINED BY PRIVATE OWNER ASSOCIATION.
/ 11. REFER TO POWER PLANS FOR ADDITIONAL REQUIREMENTS.
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j THOMAS E. WILSON, P.E., 127691 ON 7/17/2019
� �iSA IT IS NOT TO BE USED FOR CONSTRUCTION,
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TOWN OF WESTLAKE, TEXAS
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� � BHB PROJECT # 2017.007.004 TEXAS REGISTRATION # F-44 DESIGNED: TW DATE FILE SHEET
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DRAWN: TW S L—�
MARCH 6,2019
CHECKED: KR
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N N N � � N o N Date Description
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Q Q p � Q � � � 10.26.2018 TOWN REVIEW SET(RESUBMIT 01)
L0.00 - SHEET INDEX � 11.30.2018 TOWN REVIEW SET(RESUBMIT02)
CLIENT C001 - GENERAL CONSTRUCTION NOTES • 01.28.2019 TOWN REVIEWSET(RESUBMIT03)
C101 - SIDEWALK DIMENSIONAL CONTROL PLAN • 02.04.2019 BID PACKAGE (ADDENDUM 01) _
02.19.2019 TOWN REVIEW SET(RESUBMIT 04)
H I LLWOOD C102 - PAVING SECTIONS •
C103 - SIDEWALK AND RAMP DETAILS • 03.04.2019 BID PACKAGE (ADDENDUM 02)
9800 H I LLWOOD PKWY. #300, C201 - SIGNAGE PLAN •
FORT WORTH, TX 76177 C202 - SIGNAGE DETAILS •
214.303.5535 C301 - PEDESTRIAN ACCESS EASEMENT KEY MAP •
SL1 - STREET LIGHT PLAN � Seal
LANDSCAPE ARCHITECT CIVIL ENGINEER IRRIGATION SL2 - STREET LIGHT PLAN •
SL3 - STREET LIGHT DETAILS •
STUDIO OUTSIDE PELOTON LAND SOLUTIONS HINES INC. SL4 - POWER PLAN � ��,pNDSCq,oF
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L5.00 - PLANTING LEGEND & DETAILS • studio0utside
L5.01 - LANDSCAPE PLAN � Drawing Title
L5.02 - LANDSCAPE PLAN •
L5.03 - LANDSCAPE PLAN •
L5.04 - LANDSCAPE PLAN � SHEET INDEX
L5.05 - LANDSCAPE PLAN •
L6.00 - IRRIGATION LEGEND & NOTES •
L6.01 - IRRIGATION PLAN � Issue Date: 03.04.2019
L6.02 - IRRIGATION PLAN � Project No: 18064
L6.03 - IRRIGATION PLAN � Reviewed By: EC
L6.04 - IRRIGATION PLAN � Drawn By: AC
L6.05 - IRRIGATION PLAN •
L6.06 - IRRIGATION DETAILS •
L6.07 - IRRIGATION DETAILS � Sheet No.
L7.01 - PHOTOMETRIC PLAN •
L7.02 - PHOTOMETRIC PLAN • ■
L7.03 - PHOTOMETRIC PLAN •
L7.04 - PHOTOMETRIC PLAN •
L7.05 - PHOTOMETRIC PLAN •
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CLIENT Issue / Addenda / Revisions
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H I LLWOOD SL2 - STREET LIGHT PLAN � � � �ate Description
3 SL3 - STREET LIGHT DETAILS � � � 3 04.23.2019 TOWN REVIEW SET
06.05.2019 TOWN REVIEW SET(RESUBMIT 01)
SL4 - POWER PLAN � � � 07.15.2019 TOWN REVIEW SET(RESUBMIT 02)
9800 H I LLWOOD PKWY. #300, SL5 - STREET LIGHT DETAILS • • •
FORT WORTH , TX 76177
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LANDSCAPE ARCHITECT CIVIL ENGINEER IRRIGATION
STUDIO OUTSIDE PELOTON LAND SOLUTIONS HINES INC.
SALVADOR IMPASTATO JONATHAN RAGSDALE EDWARD WRANOSKY LAN DSCAP E S H E ET I N D E�
824 EXPOSITION AVE. , STE. 5 9800 HILLWOOD PKWY. #250,
323 WEST DRAKE ROAD, SU ITE 204 L0.00 - SHEET INDEX � � � sea�
DALLAS, TX 75226 FORT WORTH , TX 76177 FORT COLLI NS, CO 80526 L0.01 - GENERAL NOTES & MATERIALS LEGEND • • •
L0.02 - OVERALL SITE PLAN � � � �Q���,p�NDSCqpF ��ON
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studio0utside
L6.08 - IRRIGATION LEGEND & NOTES • • •
L6.09 - IRRIGATION PLAN � � • Drawing Title
L6.10 - IRRIGATION PLAN • • •
L6.11 - IRRIGATION PLAN � � • SHEET INDEX
L6.12 - IRRIGATION PLAN • • •
L6.13 - IRRIGATION DETAILS • • •
L6.14 - IRRIGATION DETAILS • • •
L7.01 - PHOTOMETRIC PLAN � � � Issue Date: 07.15.2019
L7.02 - PHOTOMETRIC PLAN � � � Project No: 18064
L7.03 - PHOTOMETRIC PLAN • • • Reviewed By: EC
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y Project No: 18064
Reviewed By: EC
Drawn By: AC
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SHOWN ON PL�N IS FOR INFORM�TION Sheet No.
PURPOSES ONLY ?�ND W I LL REG2U I RE \
SEPAR,4TE ?�PP�OV?�L.
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1 NORTH 1
E D C B A
TOWN OF WESTLAKE
RESOLUTION NO. 21-27
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, AUTHORIZING THE TOWN MANAGER TO EXECUTE AN AGREEMENT
WITH CIRCLE T RANCH PHASE III ASSOCIATION TO PROVIDE 5-YEAR
STREETSCAPE MAINTENANCE AGREEMENT FOR SCHWAB WAY PHASE I AND
II.
WHEREAS, the Town Council desires to provide residents and commuters safe and
aesthetically pleasing streets and infrastructure; and,
WHEREAS, the Circle T Ranch Phase III Association will provide 5-year streetscape
maintenance services for Schwab Way from State Highway l 14 to Ottinger Road and,
WHEREAS, the streetscape maintenance services for Schwab Way includes
maintaining of wayfinding signs, irrigation systems, mowing, trees and plant maintenance and,
WHEREAS, the Town Council finds that the 5-year streetscape maintenance agreement
and improvements of Schwab Way is a benefit to the public; 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 hereby approves the
Town Manager to execute an agreement with Circle T Ranch Phase III Association to provide 5-
year streetscape maintenance agreement for Schwab Way Phase I and II attached as Exhibit "A".
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.
Resotution 21-27
Page 1 of 2
SECTION 4: That this resolution shall become effective from and after its date of
passage.
PASSED AND APPROVED ON THIS 23RD DAY OF AUGUST 2021.
ATTEST:
Laura Wheat, Mayor
APPROVED AS TO FORM:
Todd Wood, Town Secretary
L. Stanton Lowry, Town Attorney
Resotution 21-27
Page 2 of 2
Form TGC 2270
VERIFICATION REQLIIRED BY TEXAS GOVERNMENT CODE CHAPTER 2270
Contract identifier:
Department•
By signing below, Company herby verifies the following:
1. Company does not boycott Israel; and
2. Company will n co I rael during the term of the contract.
��_—
SIGNED BY: -
Print Name of Person: L . � �� Wll/�.C���l n � P('�SIC�P�Y1�
Signing,Title, and ^ � —T- 1 , �
Company 1...��'C.� 1 ��0.5� ��` SS tGL.�I 'p✓1
Date signed: � � a,
STATE OF TEXAS §
COUNTY OF '('��'f'Q�-4- §
BEFORE ME,the undersigned Notary Public on this day personally appeared L.�I�tSSe�I L�l�!Ii�(Name), on behalf of
Ci('t�tT1'h0.4°��� 1't5,�• (Company) who being duly sworn, stated under oath that he/she has read the foregoing verification
required by Texas Government Code Section 2270.002 and said statements contained therein are true and correct..
SWORN AND SUBSCRIBED TO before me,this `� day of , 20�.
�
i
NOT RY OF PUBLIC,
FOR THE STATE OF TEXAS
My Commission Expires: ,�s�,!;P�e,�� LORI BOWLING
/O �r� .^ � _2:�niNotary Public,State of Texas
� � �x s�'•. 'e Comm.Expires 10-17-2023
�'!i;,°��„�`.`�� Notary ID 124717681
Government Code§ 2270.002. Provision Required in Contract
Effective: September 1, 2017
A governmental entity may not enter into a contract with a company for goods or services unless the contract contains a written
verification from the company that it:
(1)does not boycott Israel; and
(2)will not boycott Israel during the term of the contract.
The following definitions apply:
(1)"Boycott Israel"means refusing to deal with,terminating business activities with, or otherwise taking any action that is
intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing
business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes.
(2)"Company"means a for-profit sole proprietorship, organization,association, corporation, partnership,joint venture,
limited partnership, limited liability partnership,or limited liability company, including a wholly owned subsidiary, majority-owned
subsidiary, parent company,or affiliate of those entities or business associations that exists to make a profit.
(3)"Governmental entity"means a state agency or political subdivision of this state.
State law requires verification from a Company for contracts involving goods or services(regardless of the amount)
before the City can enter into the contract.
CERTIFICATE OF INTERESTED PARTIES FORnn 1295
1of1
Complete Nos.1-4 and 6 if there are interested parties. OFFICE USE ONLY
Complete Nos.1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING
1 Name of business entity filing form,and the ciry,state and country of the business entity's place Certificate Number:
of business. 2021-791936
Hillwood Properties
Fort Worth,TX United States Date Filed:
2 Name of governmental entity or state agency that is a party to the contract for which the form is 08/18/2021
being filed.
Town of Westlake Date Acknowledged:
g Provide the identification numher used by the governmental entity or state agency to track or identify the contract,and provide a
description of the services,goods,or other property to be provided under the contract.
2021-04
Schwab Way Streetscape Maintenance Agreement
4 Nature of interest
Name of Interested Party City,State,Country(place of business) (check applicable)
Controlling Intermediary
� G� C S oC�Gt,`�i o►'� ��c' 1�.� of G r' �f-
5 Check only if there is NO Interested Party. ❑
X
6 UNSWORN DECLARATION
My name is \ � 1 , and my date of birth is 7 � O
Myaddressis �l� �17� ���1� OI.R.� ,_I� �. �t7� , �, 7 �� ,�G�.
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in Q {` County, State of ����.5 ,on the�day of�,20�( .
(mon�hfy (year)
' nat� authorized agent of contracting business entity
(Declarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.1.191b5cdc
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
1 of 1
Complete Nos. 1-4 and 6 if there are interested parties. OFFICE USE ONLY
Complete Nos. 1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING
1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number:
of business. 2021-791936
Hillwood Properties
Fort Worth,TX United States Date Filed:
2 Name of governmental entity or state agency that is a party to the contract for which the form is 08/18/2021
being filed.
Town Of Westlake Date Acknowledged:
08/18/2021
g Provide the identification number used by the governmental entity or state agency to track or identify the contract,and provide a
description of the services,goods,or other property to be provided under the contract.
2021-04
Schwab Way Streetscape Maintenance Agreement
Nature ofinterest
4
Name of Interested Party City,State,Country(place of business) (check applicable)
Controlling Intermediary
5 Check only if there is NO Interested Party. ❑
X
6 UNSWORN DECLARATION
My name is , and my date of birth is
My address is , , , ,
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of ,on the day of ,20
(month) (year)
Signature of authorized agent of contracting business entity
(Dedarant)
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.1.191b5cdc
Westlake Town Council
TYPE OF ACTION T x E i o w N o F
WESTLAKE
Regular Meeting - Action Item oisriNorivE sv oEsicN
Westlake Town Council Meeting
Monday, August 23, 2021
ToPic: Discussion and Consideration to elect a Mayor Pro Tempore.
STAFF CONTACT: Todd Wood, Town Secretary
Strate�ic Alignment
i � � . , . . , � . .
� �
- Ii
Informed&Engaged Natural Oasis-Preserve& Increase
Municipal& Transparency,
Citizens/Sense of Academic Operations Maintain a Perfect Blend of the Accessibility&
Community Community's Natural Beauty
Communications
�
Comprehensive Plan Project Review
Time Line- Start Date: August 23, 2021 Completion Date: May 1, 2021
Funding Amount: N/A Status - ❑ Not Funded Source- N/A
EXECUTIVE SUMMARY (INCLUDING APPLICABLE ORGANIZATIONAL HISTORY)
Pursuant to Local Government Code Section 22.037 the Council shall elect a Mayor Pro
Tempore following the May General election.
The Mayor Pro Tem shall perform the duties of the Mayor in cases of absence or inability of the
Mayor to perform such duties.
The Mayor Pro Tem shall have the right to vote as a member of the Council.
Page 1 of 2
RECOMMENDATION
Elect a Mayor Pro Tempore.
ATTACHMENTS
None
Page 2 of 2
Town Council/
Boa rd of
Trustees
Item # 7 — Town
Manager/Superintendent
Update
a. Texas Education Agency (TEA) guidance regarding use of face masks on campus.
b. Development.
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Workshop - Discussion Item
Monday, August 23, 2021
TOPIC: Discussion and Consideration of a Resolution Appointing and Reappointing
Members to the Planning and Zoning Commission
STAFF: Todd Wood, Town Secretary
STRATEGIC ALIGNMENT
� i � . � . ., ; � • � i � �
High Quality Planning,Design&
Informed&Engaged Municipal& Development-We are a desirable Encourage Westlake's
Citizens/Sense of Academic Operations �'ell planned,high-quality Unique Sense of Place
Community community that is distinguished by
exemplary design standards.
SUMMARY
This item involves renewing the terms of three Commissioners and filling the unexpired position
vacated by Brad Swearingen, who resigned from the Commission given his recent move out of
Westlake. The open position is a regular voting position and not an alternate position. An
application for appointment to serve on the Planning and Zoning Commission has been received
by Rick Rennhack (attached). Regarding the vacated regular voting position, the Town Council
may choose to appoint an existing alternate to the position and appoint Mr. Rennhack as an
alternate, or appoint Mr. Rennhack to the regular voting position with no change to current
alternates.
Regarding Planning and Zoning Commission appointments, Section 26-67 of the Westlake Code
of Ordinances states:
"There is hereby created a planning and zoning commission for the town consisting offive regular
members, each to be appointed by the town council for a term of two years and removable for
cause. The terms of three members shall expire in odd-numbered years, and the terms of two
members shall expire in even-numbered years. Each member shall continue to serve until their
successors are appointed and qualified. In addition to the five regular members, three alternate
members, first alternate, second alteNnate, and third alternate shall be appointed by the town
council for terms of two years. The alternate members shall only vote in the absence of a regular
Page 1 of 2
member(s) or in place of a regular member(s) that has abstained. Priority shall be given to the
first, and the then the second alternate."
COUNCIL ACTION/OPTIONS
• Approve the proposed resolution with clarification of who will fill the vacated regular
voting position.
STAFF RECOMMENDATION
Approval
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: There is no impact to Westlake Academy enrollment.
Comprehensive Plan: There is no impact to the comprehensive plan.
Traffic Impact: There is no traffic impact.
ATTACHMENTS
1. Application for appointment—Rick Rennhack
Page 2 of 2
far�Tw�`•� APPLI�ATI�N FC3R APP�INTMENT
� } Town of Westlake * 15�0 Sola�a 6oule�ard, 6uilding 7, Suite 72�❑ *
+� r Westlake, Texas 7fi262
�-� ,� Tel: {8i7] 43�-0941 * Fax: �817] 43�-1$12
��"� www.westlake-tx.arg Email: townhall�@westlake-tx.org
• . . � . � � . .
�Econamic De�elopmertt Corpaf�tion �Fiistarica4 Preservation 5ociety
�Planning and Zoning Commissian �Texas Student Housing Authority
�Tre� City USA Advisory Committee � Public Art Society of Westla�Ce
� West3ake Academy Foundatian 6oard �Other:
� . , . .
Appli�ant's Name: t�i t e r��l�� �t�-ZC ���•i N H AC1[
Address: t 71�2- t-k t o i� �_•.� S Pr�t��S � ��-++z i
City� State, Zip: U-s�.s i r._I�l�E ; T7C T7�a-��-- - - -
How Iong i�a�e you
li�ed at this address? � �(�'��`�
Email Address: ��c l�r � t��;�r� ��k�� :�S __
Home Phane #: ���-�7�1�-1'��z- �ax #:
Work Phone -#: �~ �l7"E' (vle��7�J�a ���� �: �"j�� � i�{G "� V�3
�n�O j t tl���
Occupation, Experien�e�Degrees h�ld: �r�Jr�-I-� � ��'� �.�tP�'rA� �P.A+�`���'LR�
Ybus u ce:.�vG��. -- P[��•J r�[.v4 � Zo._!;�.!4 �- �oq{tv� o� Tr��s�rE C'z� �^-� Pc
w,4 r=-c]U�,a v 1}c i�a.J �3 3/� — �r�ra+..�c T31� — �c,o�a,�-v c. 1 S v..J
Why da you want to sen►e on this
�ammittee? a�RvV ir� i� r-��S�a+et� .��. i'Z�F�?�n.G�x.
1�i� [] r u r�*3�M R-i�a^� G--j P 1ki T t7�a�r 3�c,.1� - .�t.�r i r^+�i rc t-
Q T C}5 Fr12-�C' ��c P r-z�-r-� �I.�Ls.�f� �a fL rao/�`t'� .�r�rs ��^-�+�-c�;i�c�..] C
�?o you ha�e any pofitical GonFlicts of
i nterest?
I���r�
Do you ha�e any related experienGe?
�
What do yau €eel that you ha�e to ofFer this
�ommittee? irrS�C,��: �-,7 PA3 1 Ca f�ti�r op.� �
�R��re.��R�,�. ��r{�Gts�G C'L, A.�Ia C��L r�g-� �.•.i� �z�
5ignature of Applicant: ` `�� [ ���
Date: 17 �F�G��r ����.
' � ■ s
���e��e� by: oat�: ReCelVed 8/17/2Q2_��
Date Appointed: Date RemDve��
TOWN OF WESTLAKE
RESOLUTION NO. 21-28
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, REAPPOINTING AND APPOINTING MEMBERS TO THE PLANNING AND
ZONING COMMISSION
WHEREAS, the Section 26-67 of the Westlake Code of Ordinances requires the Town
Council to appoint and/or reappoint Planning and Zoning Commissioners every year per the
terms of said section; and,
WHEREAS, the Town Council finds that the passage of this Resolution is in the best
interest of the citizens of Westlake.
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 following individuals are hereby appointed and/or
reappointed to the Planning and Zoning Commission:
As a result of the appointments heretofore stated, the Planning and Zoning
Commission is represented by the following:
Term Expiration
Tim Brittan June 2023
Ken Kraska June 2023
Rick Rennhack June 2022
Kim Morris June 2022
Michelle Lee June 2023
Sharon Sanden (Alternate member No. 1) June 2022
Diane Prager (Alternate member No. 2) June 2022
Vacant (Alternate member No. 3) June 2022
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.
Resolution 21-28
Page 1 of 2
PASSED AND APPROVED ON THIS 23rd DAY OF AUGUST 2021.
ATTEST:
Laura L. Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Resotution 21-28
Page 2 of 2
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 23, 2021
TOPIC: Consider a Resolution Adopting a Maximum Proposed Ad Valorem Tax
Rate, Take a Record Vote, and Setting the Date for the Public Hearing and
Adoption of the Operating Budget and Tax Rate for Fiscal Year 2021-2022.
STAFF: Ginger Awtry, Finance Director
STRATEGIC ALIGNMENT
� i � . � . ., � � • � i � �
Exemplary Service&Governance Increase
-We set the standard by delivering
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SUMMARY
Section 26.04 of the Texas Property Tax Code requires the no-new-revenue tax rate, the voter-
approval tax rate and the calculations used to determine each rate be submitted to the Town
Council.
The certified values of the Tarrant County Appraisal District(TAD) and Denton Central Appraisal
District(DCAD)were used for both Form 50-882 (2021 Certification of Additional Sales and Use
Tax to Pay Debt Services) and in the calculation of Form 50-856 (2020 Tax Rate Calculation
Worksheet) which has been certified by the Town Council's designated person preparing the tax
rate as per SB2 and Texas Tax Code 26.04 and 26.17. (see attachments)
Definitions:
• No-New-Revenue(NNR)Tax Rate(formerly known as the effective tax rate): The taX
rate that will generate the same total amount of property tax revenue as the previous year
from the same properties. This rate serves as the benchmark from which all Truth-in-
Taxation requirements are measured.
o The NNR rate for FY 2021-2022 is $0.16746 per$100 valuation.
o Since the NNR rate is lower than the proposed ad valorem rate of $0.16788, a
difference of$0.00042, notifications must state the proposed ad valorem rate will
be a tax increase even though the total proposed rate will remain the same as last
Page 1 of 3
year.
• NNR Maintenance& Operations (M&O)Rate: The tax rate that will generate the same
amount of tax revenue for maintenance and operations as the previous year. It does not
consider revenues from new properties in the current year.
o The NNR M&O rate (after the sales tax rate adjustment) for FY 2021-2022 is
$0.12531 per $100 valuation.
• Voter-Approval Tax (VA) Rate (formerly known as the roll-back tax rate): The
maximum tax rate the Town may adopt without requiring an election.
o The calculated voter-approval rate is $0.22181 per $100 valuation.
• Debt Tax Rate: The rate required to generate revenue to meet debt service requirements,
which is unlimited in terms of calculating the voter-approved tax rate.
o The debt tax rate for FY 2020-2021 is $0.06504 per $100 valuation
• De Minimis Rate: The de minimis rate was added to SB2 to allow smaller cities some
flexibility to adopt a tax rate that generates $500,000 more in property tax revenue than the
previous year. The thinking was that applying a 3.5 percent voter-approval rate in some
small communities would unnecessarily restrict revenue growth to sometimes just a
nominal amount, and the application of the lowered voter-approval rate created an unfair
result for small towns. This de minimis rate applies to a city with a population of less than
30,000.
o The de minimis rate is $0.22054 per $100 valuation.
The Fiscal Year 2021-22 proposed budget was prepared based on a total tax rate of$0.16788, the
current ad valorem tax rate. Staff is proposing Westlake's ad valorem rate remain the same for the
upcoming year of FY 2021-2022.
As required by State law, staff is recommending the Town Council consider a motion that proposes
adoption of a maximum proposed ad valorem tax rate of$0.22181, the Voter-Approval rate.
This vote does not commit the Town Council to a tax rate. The purpose of this vote is to establish
the upper threshold for the tax rate that the Council will consider when an actual vote is required
on September 13, 2021. At that time, the Town Council may consider any rate up to the amount
that is approved at this time but may not exceed that rate.
Since the proposed tax rate for 2021 exceeds the 2021 NNR rate, the Town Council must adopt
the rate by roll call vote and provide the public with notice and opportunity to be heard,per Senate
Bill 2, regarding the adoption of the Westlake tax rate. Notice and opportunity can be
accomplished by publishing notice of,and then holding,one public hearing regarding the proposed
ad valorem tax rate. (Note: The single tax rate hearing changed in 2020 from two, per previous
legal requirements.)
The proposed date for the Westlake tax rate adoption public hearing is Monday, September 13,
2021, at 5:00 p.m. at Westlake Town Hall, 1500 Solana Boulevard, Bldg.7-First Floor in the
Council Chambers. The notice will be published in the Star-Telegram on, our before, September
1,2021,placed on our Town of Westlake website,posted on our social media accounts, and shared
Page 2 of 3
with our stakeholders via Westlake Wire email.
State law also requires the Town Council to hold a public hearing and vote on the adoption of the
the municipal fiscal year 2021-2022 proposed budget prior to adopting the proposed tax rate. This
public hearing will also take place at 5:00 PM at Westlake Town Hall, 1500 Solana Boulevard,
Bldg.7-First Floor in the Council Chambers,prior the public hearing regarding the adoption of the
tax rate.
COUNCIL ACTION/OPTIONS
All taxing entities in the state of Texas are required by law to take a record vote to establish their
maximum proposed ad valorem tax rate and set the public hearing date for the adoption of their
operating budgets and tax rate for the upcoming fiscal year. Council may approve or deny the
related resolution regarding these necessary actions.
STAFF RECOMMENDATION
Staff recommends approval of the Resolution adopting the maximum proposed ad valorem tax
rate, taking a record vote, and setting a public hearing date for the adoption of the Town of
Westlake Operating Budget and tax rate for Fiscal Year 2021-2022.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0 Funding Source: N/A
Contract: No Forms: N/A
Service Levels: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: N/A
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
Form 50-856 (2021 TaX Rate Calculation Worksheet)
Form 50-882 (2021 Certification of Additional Sales and Use Tax to Pay Debt Services
Resolution
Page 3 of 3
2021 Tax Rate Calculation Worksheet oa�e:os��s�zoz„z:a�PM
Taxing Units Other Than School Districts or Water Districts
Town of Westlake 817-430-0941
Taxing Unit Name Phone(area code mid nwnber)
1500 Solana Boulevard, BIdg.7, Suite 7200 Westlake-TX.org
Tuing Units.lddress,City,State,71P Code Taxing UniCs Website Address
GENERAL INFORb1ATION:Tax Code Scetion 26.04(c)requires an officer or cmployee desiena[ed by tlie goveming body to calculate the No-New-Revenue(WR)tax rate and Voter-
Appmval[ax rate for the taxing unit 7"hcse tax rates are expresscd in dollars per 3100 of taxable valuc calenlatcd.Thc calculation proccss starts af[er the chicf appraiser delivers to[hc
ta<ing unit Ilie certified appraisal roll u�d the estimated values o£pmperties under pmtest'Ihe desig�a[cd officer or employee shall certity tha[Ihe offirer or employee has accurately
calcula[ed the tax rates and used values sho«m for[he certified zppraisal roll or certitied es[imate.The offcer or employce submits the rates to[he goveming body by Aug.7 or as soon
thereafter as practicable.
School districts do no[use[his form,but instead use Comptroller Fortn 50-859 Toa:Rate Colcorlation Worl'sheel,School Dis[ricts wi(hon(CAopter 313 Agreemen[s or Comptroller Form
50$84 T¢x Rate Calndation 4['ar/celreef.Schoo/Districl x•ifh Chapler 3!i dgreemen[s.
Water districts as defined under Water Codc Section 49.001(I)do no[use[his fonn,but instead use Comptroller Fortn 50-858 H'afer D'atricf Voler-Approval T¢c Ra[e 4i'orkshee[for Lo�v
Tas 2aie mod Developing Districts or Comptrollcr Fartn�0-860 Deve(oped N'amr Disn'ict Yoter-Approva!Tas Rate Lf'or-ksheet.
The Compvoller's office provides this workshee[ro assisi taxin�units in determining[ax rates.The information provided in this worksheet is offered as technical assistance and not legal
advicc.Taxing units shoWd mnsult legal counsel for ii�terpretations of law re�ay rding tax ratepreDaration and ado tion.
-_'__'__'—_ . .__—'
SECTION 1: No-New-Revenue Tax Rate
The NNR tax ra[e enables the public to evaluate the relationship benveen taxes for thc pnor year and for[he cument year based on a tae ra[e[hat would produce the same amoun[oftaxes
(no new taxcs)if applicd ro thc same propertics that are taxcd in both ycars.Whcn appraisal valnes increasc,thc NNR tax ratc should decrcase.
The hTR tax rate for a county is the sum of the NNR tax ates calculated For each type oFtax[he county levies.
While uncommon,it is possiblz For a taxing unit to provide an exemp[ion Fur only maintenance and operations taxes.In this case,[he taxine�mit will need to calculace the NNA tax rate
separarel for[he maintenance and o era[ions tax and the debt[ax,Ihen add the mro components ro ether.
o-Ne�v-Revenue Tax Rate Worksheet mount/Rate
1. 2020 total taxable value. Enter the amount of 2020 taxable value on the 2020 tax roll
today. Include any adjushnents since last year's certification; exclude Tax Code Section
25.25(d) one-fourth and one-third over-appraisal corrections from these adjushnents.
Exclude any properiy value subject to an appeal under Chapter 42 as of July 25 (will add $1,631,266,552
ndisputed value in Line 6). This total includes the taxable value of homesteads with tax
ceilings (will deduct in Luie 2) and the captured value for tax increment financing
(adjustment is made by deducting TIF taxes, as reflected in Line 17).1
2. 2020 tag ceilings. Counties, cities aiid junior college districts. Enter 2020 total taxable
value of homesteads with tax ceilings. These include the homesteads of homeowners age 65
or older or disabled. Other taxing units enter 0. If your taxing units adopted the tax ceiling $137,774,414
rovision in 2020 or a prior year for homeowners age 65 or older or disabled, use this step.2
3. Preliminary 2020 adjusted taxable value. Subtract Line 2 from Line 1. $1,493,492,138
4. 2020 total adopted tax rate. $0.16788/$100
5. 2020 taxable value lost because court appeals of ARB decisions reduced 2020
appraised value. $4,875,337
. Originat 2020 ARB values:
B. 2020 values resulting from final court decisions: $2,987,973
C. 2020 value loss. Subtract B from A.3 $1,887,364
6. 2020 taxable value subject to an appeal under Chapter 42, as of July 25.
$19,882,893
. 2020 ARB certified value:
. 2020 disputed value: $2,385,947
C. 2020 undisputed value. Subtract B from A.4
$17,496,946
7. 2020 Chapter 42 related adjusted values Add Line SC and Line 6C. $19,384,310
8. 2020 taxable value, adjusted for actual and potential court-ordered adjushnents. $1,512,876,448
dd Line 3 and Line 7.
9. 2020 taxable value of property in territory the taxi�g unit deannexed after Jan. 1, $O
2020. Enter the 2020 value of property in deannexed territory.5
10. 2020 taxable value lost because property first qualified for an exemption in 2021. If
he taxing unit increased an original exemption, use the differeuce between the original
exempted amount and the increased exempted amount. Do not indude value lost due to
freeport, goods-in-transit, temporary disaster exemptions. Note that lowering the amount or
ercentage of an existing exemption in 2021 does not create a new exemption or reduce
' axable value.
$0
. Absolute exemprions. Use 2020 market value:
. Partial exemptions. 2021 exemption amount or 2021 percentage exemption times 2020 $9,922,398
value:
C. Value loss. Add A and B.5 $9,922,398
Il. 2020 taxable value lost because property first qualified for agricultural appraisal
(1-d or 1-d-1), timber appraisal, recreational/scenic appraisal or public access airport
special appraisal in 2021. Use only properties that qualified in 2021 for the first time; do
ot use properties that qualified in 2020.
. 2020 market value: $p
. 2021 productivity or special appraised value: gp
C. Value loss. Subtract B from A.� SO
12. Total adjustments for lost value. Add lines 9, lOC and 11C. $9,922,398
13. 2020 captured value of property in a TIF. Enter the total value of 2020 captured
appraised value of properiy taxable by a taxing unit in a tax increment financing zone far $O
hich 2020 taxes were deposited into the tax increment fund.g If the taxing unit has no
captured appraised value in line 18D, enter 0.
_ _ -- — - - _ __ _ _
14. 2020 total value. Subtract Line 12 and Line 13 from Line 8. $1,502,954,050
-- -
15. Adjusted 2020 total levy. Multiply Line 4 by Line 14 and divide by $100. $2,523,159
16. Taxes refunded for years preceding tax year 2020. Enter the amount of taxes refunded
y the taxing unit for tax years preceding tax year 2020. Types of refunds include court
decisions, Tax Code Section 25.25(b) and (c) corrections and Tax Code Section 3 L ll $73,536
ayment errors. Do not include refunds for tax year 2020. This line applies only to tax years
receding tax year 2020.8
- - —
_ _ _ _
17. Adjusted 20201evy with refunds and TIF adjustment. Add Lines 15 and 16.10 $2,596,695
18. Tota12021 taxable value on the 2021 certified appraisal roll today. This value
includes only certified values or certified estimate of values and includes the total taxable
value of homesteads with tax ceilings (will deduct in Line 20). These homesteads include
homeowners age 65 or older or disabled.�I
. Certified values:
$1,664,104,380
. Counties: Include railroad rolling stock values certified by the Comptroller's office:
$0
C. Pollution control and energy storage system exemption: Deduct the value of property
exempted for the current tax year far the first time as polhrtion control or energy storage
system property:
$0
. Tax increment financing: Deduct the 2021 captured appraised value of property taxable
y a taxing unit in a tas increment financing zone for which the 2021 taxes will be deposited
into the tax increment fund. Do not include any new property value that will be included in
Line 23 below.12 $0
. Total 2021 value. Add A and B, then subtract C and D.
_ ___ _ _ _ $1,664,104,380
19. Total value of properties under protest or not included on certi£ed appraisal ro11.13 $63,120,069
. 2021 taxable value of properties under protest. The chief appraiser certifies a list of
roperties still under ARB protest. The list shows the appraisal district's value and the
axpayer's claimed value, if any, or an estimate of the value if the taxpayer wins. For each of
the properties under protest, use the lowest of these values. Enter the total value under
rotest.l4
$53,147,821
2021 value of properties not under protest or included on certi£►ed appraisal roll.
The chief appraiser gives taxing units a list of those taxable properties that the chief
appraiser knows about, but are not included in the appraisal roll certification. These
roperties also are not on the list of properties that are still under protest. On this list of
roperties, the chief appraiser includes the mazket value, appraised value and exemptions for
he preceding year and a reasonable estimate of the market value, appraised value and
exemptions for the current year. Use the lower market, appraised or taxable value (as
appropriate). Enter the total value of property not on the certified ro11.15
C. Total value under protest or not certified: Add A and B.
$116,267,890
20. 2021 tas ceilings. Counties, cities and junior colleges enter 2021 total taxable value of
omesteads with tax ceilings. These include the homesteads of homeowners age 65 or older
or disabled. Other taxing units enter 0. If your taxing units adopted the tax ceiling provision $124,230,822
in 2020 or a priar year for homeowners age 65 or older or disabled, use this step.l6
21. 2021 total taxable value. Add Lines 18E and 19C. Subtract Line 20.17 $1,656,141,448
22. Total 2021 taxable value of properties in territory annexed after Jan. 1, 2020.
Include both real and personal property. Enter the 2021 value of properiy in territory �p
annexed.18
23. Total 2021 taxable value of new improvements and new personal property located
in new improvements. New means the item was not on the appraisal roll in 2020. An
improvement is a building, structure, fixture or fence erected on or affixed to land. New
additions to existing iinprovements may be included if the appraised value can be $105,572,501
determined. New personal property in a new improvement must have been brought into the
taxing unit after Jan. 1, 2020, and be located in a new improvement. New improvements do
include property on which a tax abatement agreement has expired for 2021.19
24. Total adjustments to the 2021 taxable value. Add Lines 22 and 23. $105,572,501
- -
25. Adjusted 2021 taxable value. Subh�act Line 24 from Line 21. $1,550,568,947
26. 2021 NNR tax rate. Divide Line 17 by Line 25 and multiply by $100.�� $0.16746/$100
27. COUNTIES ONLY. Add together the NNR tax rates for each type of tax the county
�levies. The total is the 2021 county NNR tax rate.21 I I
�Tex.7'ax Code Section 26.012(14) �'Tex.Tax Code Section 26.0](c)and(d)
ZTex.Tax Code Section 26.012(14) 14Tex.Tax Code Section 26.01(c)
3Tex Tax Code SecCion 36.012Q3) �STex.Tax Code Section 26A1(d)
4Tex.Tax Code Section 26.012(]3) 16Tex.Tax Code Section 26.012(6)(b)
'Tex.Tax Code Section 26.012(I S) ��Tex.Tax Code Sectio�26.012(6)
6Tex.7'ax Code Sectioo 26.012('15) �$Tex.Tar Code Sectio�26.012(17)
�Tex.Tax Code Sec[ion 26.012(15) 19Tex.Tax Code Section 26.012(17)
HTex Tax Code Section 26.03(c) 20Tex.Tac Code Section 26.04(c)
9Tex.Tax Code Section 26.012(13) 21Tex.Tax Code Section 26.04(d)
IOTex.Tax Code Section 26.012(13) z�Reservedfor expansiwi
��Tex.Tax Code Section 26.012,26.04(c-2) ziTex. Tax Code Section 26.044
�Z"I�ex.Tax Code Section 26.03(c) 24Tex.Tax Code Section 26.0441
_ _ __ _ _ _�_, - --- - - _
5ECTION 2: Voter-Approval Tax Rate
. he votervapproval tax rate is[he hiehest[ax rale that a taxing uni[may adopt�x�ithout holding an ele<tion to seek w[er approvai of the rate.7he wtervapproval tax rate is split into lwo
sepaa[e a[es:
1.Maintenance and Operatians(M&O)Tas Rate:The M&O poRion is the lax rate that is needed to raise the same amount of faxes that the tacing unit Ievied in the prior year
plus thc applicable percentage allowcd by law.This ratc accounts for such diings as salaries,utilities and day-to-day opca[ions
2.Debt Rate:The debt rate includes the debt service nccessary to pay the taxina uniPs debt payments in the coming year.This rate accounts For principal and interest on bonds
and other debi sewred by properry tax reven�e.
he Vo[ervApproval[ax rate for a counTy is[he sum of the Vo[er-Approval tax rates calculated for each type of[ax the wunty levies.In most wses Ihe Voter-Approval[ax rate exceeds
he Vo-Nnv-Rcvenue tar ratc,but occasionally decrcases in a taxin�uniYs dcbt scrvice will causc the NNR[ax rate to be highcr than thc voter-a proval tax rate.
oter-Approval Tax Rate Worksheet Amount/Rate
28. 2020 M&O tax rate. Enter the 2020 M&O tax rate. $0.12490/$100
29. 2020 taxable value, adjusted for actual and potential court-ordered adjustments. �1,512,876,448
Enter tl�e amount in Line 8 of the No-New-Revenue Tax Rate Wa�ksheet.
30. Total 2020 M&O levy. Multiply Line 28 by Line 29 and divide by $100. $1,889,582
31. Adjusted 20201evy for calculating NNR M&O rate.
. M&O taxes refunded for years preceding tax year 2020 Enter the amount of M&O
taxes refunded in the preceding year for taxes before that year. Types of refunds include
court decisions, Tax Code Section 25.25(b) and (c) corrections and Tax Code Section 31.1] $53,489
ayment errors. Do not include refunds far tax year 2020. This line applies only to tax years
preceding tax year 2020.
B. 2020 taxes in TIF Enter the amount of taxes paid into the tax increment fund for a $0
einveshnent zone as agreed by the taxing unit. If the taxing unit has no 2021 captured
appraised value in Line 18D, enter 0.
C. 2020 transferred function. If discontinuing all of a department, function or activity and
ransfening it to another taxing unit by written contract, enter the amount spent by the taxing $0
nit discontinuing the function in flie 12 months preceding the month of this calculation. If
the taxing unit did not operate this function for this 12-month period, use the amount spent
in the last full fiscal year in which the taxing unit operated the funetion. The taxing unit
discontinuing the function will subtract this amount in D below. The taxing unit receiving
the function will add this amount in D below. Other taxing units enter 0.
D. 2020 M&O levy adjustments. Subtract B frorn A. For taxing unit with C, subtract if $53,489
discontinuing function and add if receiving function.
E. Add Line 30 to 31D. $1,943,071
32. Adjusted 2021 taxable value. Enter the amount in Line 25 of the No-New-Revenue Tax $1,550,568,947
ate Worksheet.
33. 2021 NNR M&O rate (unadjusted). Divide Line 31E by Line 32 and multiply by $0.12531/$100
$100.
34. Rate adjustment for state criminal justice mandate.Z3
. 2021 state criminal justice mandate: Enter the amount spent by a county in the $�
revious 12 months providing for the maintenance and operation cost of keeping inmates in
�county-paid facilities after they have been sentenced. Do not include any state
eimbursement received by the county for the same purpose.
B. 2020 state criminal justice mandate: Enter the amount spent by a county in the 12
onths prior to the previous 12 months providing far the maintenance and operation cost of
' eeping inmates in county-paid facilities after they have beeu sentenced. Do not include any ��
�state reimbursement received by the county for the same purpose. Enter zero if this is the
first time the mandate applies.
C. Subtract B from A and divide by Line 32 and multiply by $100.
D. Enter the rate calculated in C. If not applicable, enter 0.
$0.00000/$100
$0.00000/$100
5. Rate adjustment for indigent health care expenditures24
$0
. 2021 indigent health care expenditures: Enter the amount paid by a taxing unit
roviding for the maintenance and operation cost of providing indigent health care for the
eriod beginning on July 1, 2020 and ending on June 30, 2021, less any state assistance
eceived for the same purpose.
B. 2020 indigent health care expenditures: Enter the amount paid by a taxing unit $�
roviding far the maintenance and operation cost of providing indigent health care for the
eriod beginning on July 1, 2019 and ending on June 30, 2020, less any state assistance
received for the same purpose.
C. Subtract B from A and divide by Line 32 and multiply by $100.
. Enter the rate calculated in C. If uot applicable, enter 0.
�0.00000/$100
$0.00000/$100
6. Rate adjustment for county indigent defense compensation.25
$0
A. 2021 indigent defense compensation expenditures: Enter the amount paid by a county
to provide appointed counsel for indigent individuals far the period beginning on July 1,
2020 and ending on June 30, 2021, less any state grants received by the county for the same
urpose.
B. 2020 indigent defense compensation expenditures:Enter the ainount paid by a county
to provide appointed counsel for indigeut individuals far the period beginning on July 1, $0
2019 and ending on June 30, 2020, less any state grants received by the county for the same
urpose.
C. Subtract B from A and divide by Line 32 and multiply by $100. $0.00000/$100
.Multiply B by 0.05 and divide by Line 32 and multiply by $100.
$0.00000/$100
�E. Enter the lessor of C and D. If not applicable, enter 0.
$0.00000/$100
7. Rate adjustment for county hospital expenditures.Z6
. 2021 eligible county hospital expenditures: Enter the amount paid by the county or $�
unicipality to maintain and operate an eligible county hospital for the period beginning on
July 1, 2020 and ending on June 30, 2021.
B. 2020 eligible county hospital expenditures:Enter the amount paid by the county or
unicipality to maintain and operate an eligible county hospital for the period beginning on
July 1, 2019 and ending on June 30, 2020.
$0
C. Subtract B from A and divide by Line 32 and multiply by $100.
D.Multiply B by 0.08 and divide by Line 32 and multiply by $100.
$0.00000/$100
E. Enter the lessor of C and D, if applicable. If not applicable, enter 0.
$0.00000/$100
$0.00000/$100.
38. Rate adjustment for defunding municipality. This adjustment only applies to a
municipality that is considered to be a defunding municipality for the current tax year under
Chapter 109, Local Government Code. Chapter 109, Local Government Code only applies $0
o municipalities with a population of more than 250,000 and includes a written
determination by the Office of the Governor. See Tax Code 26.0444 for more information.
. Amount appropriated for public safety in 2020. Enter the amount of money
appropriated for public safety in the budget adopted by the municipality for the preceding
fiscal year
$0
B. Expenditures for public safety in 2020. Enter tl�e amount of money spent by the
municipality for public safety during the preceding fiscal year.
C. Subtract B from A and divide by Line 32 and multiply by $100. $0.00000/5100
D. Enter the rate calculated in C. If not applicable, enter 0.
$0.00000/$100
39. Adjusted 2021 NNR M&O rate. Add Lines 33, 34D, 35D, 36E, and 37E. Subtract Line $0.12531/�100
38D.
40. Adjustment for 2020 sales tax specifically to reduce property values. Cities, counties
and hospital districts that collected and spent additional sales tax on M&O expenses in 2020
should complete this line. These entities will deduct flie sales tax gain rate for 2021 in
Section 3. Other taYing units, enter zero.
$1,572,636
. Enter the amount of additional sales tax collected and spent on M&O expenses in 2020, i
any. Counties must exclude any amount that was spent for economic development grants
from the amount of sales tax spent. $0.10142/$100
B. Divide Line 40A by Line 32 and multiply by $100.
C. Add Line 40B to Line 39. $0.22673/$100
I41. 2021 voter-approval M&O rate. Enter the rate as calculated by the appropriate $0.23466/$100
'scenario below.
Special Taxing Unit. If the taxing unit qualifies as a special taxing unit, multiply Line 40C
y 1.08.
- or -
Other Taxing Unit. If the taxing unit does not qualify as a special taxing unit, multiply Line
40C by 1.035.
D41.Disaster Line 41 (D41): 2021 voter-approval iVI&O rate for taxing unit affected by
disaster declaration. If the taxing unit is located in an area declared a disaster area and at
least one person is granted an exemption under Tax Code Section 1135 for property located
in the taxing unit, the goveming body may direct the person calculating the voter-approval
ax rate to calculate in the manner provided for a special taxing unit. The taxing unit shall
continue to calculate the voter-approval tax rate in this manner until the earlier of
I. the first year in which total taxable value on the certified appraisal roll exceeds the $0.00000/$]00
tota] taxable value of the tax year in which the disaster occurred, or
2. the third tax year after the tax year in which the disaster occurred.
If the taxing unit qualifies under this scenario, multiply Line 40C by 1.08.Z� If the taxing
unit does not qualify, do not complete Disaster Line 41 (Line D41).
42. Tota12021 debt to be paid with property taxes and additional sales tax revenue.
Debt means the interest and principal that will be paid on debts that:
(1) are paid by property taxes,
(2) are secured by properry taxes,
(3) are scheduled for payment over a period longer than one year and
(�}) are not classified in tl�e taxing unit's budget as M&O expenses
A. Debt also includes contractual payments to other taxing units that have incurred debts on
ehalf of this taxing unit, if those debts meet the four conditions above. Include only
amounts that will be paid from property tax revenue. Do not include appraisal district budget $1,244,146
ayments. If the governing body of a taxing unit authorized or agreed to authorize a bond,
arrant, certificate of obligation, or other evidence of indebtedness on or after Sept. 1, 2021,
erify if it meets the amended definition of debt before including it here.28
Euter debt amount.
. Subtract unencumbered fund amount used to reduce total debt. $109,383
C. Subtract certified amount spent from sales tax to reduce debt (enter zero if none) $0
D. Subtract amount paid from other resources. $0
E. Adjusted debt. Subtract B, C, and D from A. $1,134,763
43. Cerrified 2020 excess debt collections. Enter the amount certified by the collector.28 $57,445
44. Adjusted 2021 debt. Subtract Line 43 from Line 42E. $1,077,318
— —
45. Z021 anticipated collection rate.
. Enter the 2021 anticipated collection rate certified by the collector:29
]00.00%
B. Enter the 2020 actual collection rate
9929%
C. Enter the 2019 actual collection rate
100.83%
D. Enter the 2018 actual collection rate
99.67%
E. If the anticipated collection rate in A is lower than actual collection rates in B, C and D,
enter the lowest collection rate from B, C and D. If the anticipated rate in A is higher than at
100.00%
least one of the rates in the prior three years, enter the rate from A. Note that the rate can be
greater than 1000�0 31
— — _ _ —
46. 2021 debt ad,justed for collections. Divide Line 44 by Line 45E $1,077,318
47. 2021 total taxable value. Enter the amount on Line 21 of the No-New-Revenue Tax Rate $1,656,141,448
Worksheet.
48. 2021 debt tax rate. Divide Line 46 by Line 47 and multiply by $100. $0.06504/$100
49. 2021 voter-approval tax rate. Add Lines 41 and 48. $0.29970/$100
D49. Disaster Line 49 (D49): 2021 voter-approval tax rate for taxiug unit affected by
disaster declaration. Complete this line if the taxing unit calculated the voter-approval tax $0.00000/$100
rate in the manner provided for a special taxing unit on Line D41.
dd Line D41 and 48.
50. COUNTIES ONLY. Add together the voter-approval tax rates for each type of tax the
county levies. The total is the 2021 county voter-approval tax rate.
Z3Tex.Tax Code Section 26.044 '-$Tex.Ta�c Code Section 26.012(7)
24Tex.Tax Code Section 26.0441 29Tex.Tax Code Section 26Al2Q0)and 26.04(b)
ZSTex.Tax Code Section 26.0442 30Tex.Tax Code Section 26.04(6)
Z6Tex.Tax Code Section 26.0443 3�Tex.Tax Code Section 26.04(h),(h-1)and(li-2)
Z�Tex.Tax Code Section 26.042(a)
SECTION 3: NNR Tax Rate and Voter-Approval Tax Rate Adjustments for Addifional Sales Tax to Reduce
Property Taxes
Cities,counties and hospi[al districts may levy a sales[ax specifically[o reduce property taxes.Local vo[ers 6y election must approve imposing or abolishing Ihe additional sales tax.If
.appraved,the taxing unit musi reduce its hNR and voter-approval tax rares ro oKset the expected sales rax revenue.
his section should only be completed by a county,city or hospital district[ha[is required to adust i6 N1YR tac rate and/or votervapproval[ax rate because it adopted the additional sales
tax.
_— — _
Additional Sales and Use Tax Worksheet mount/Rate
SL Taxable Sales. For taxing units that adopted the sales tax in November 2020 or May
2021, enter the Comptroller's estimate of taxable sales for the previous four quarters.20 $0
Estimates of taxable sales may be obtained tlu-ough the Comptroller's Allocation Historical
Summary webpage. Taxing units that adopted the sales tax before November 2020, enter 0.
52. Estimated sales tax revenue. Counties exclude any amount that is ar will be spent for
economic development grants from the amount of estimated sales tax revenue.3'
Taxing units that adopted the sales tax in November 2020 or in May 2021. Multiply the
�mount on Line 51 by the sales tax rate (.01, .005 or .0025, as applicable) and multiply the
esult by .95.'4 $1,607,602
- or -
Taxing units that adopted the sales tax before November 2020. Enter the sales tax
revenue for the previous four quarters. Do not multiply by .95.
53. 2021 total taxable value. Enter the amount from Line 21 of the No-New-Revenue Tax $1,656,141,448
Rate Worksheet.
54. Sales tax adjustment rate. Divide Line 52 by Line 53 and multiply by $100. $0.09707/$100
55. 2021 NNR tax rate, unadjusted for sales tax.35 Enter the rate from Line 26 or 27, as $0.16746/$100
applicable, on the No-New-Revenue Tax Rate Worksheet.
56. 2021 NNR tax rate, adjusted for sales tax.
Taxing units that adopted the sales tax in November 2020 or in May 2021. $016746/$100
Subtract Line 54 from Line 55. Skip to Line 57 if you adopted the additional sales tax before
ovember 2020.
57. 2021 voter-approval tax rate, unadjusted for sales tax.36 Enter the rate from Line 49,
Line D49 (disaster), or Line 50 (counties), as applicable, of the Voter-Approval Taz Rate �0.29970/$100
Wor^k.sheet.
58. 2021 voter-approval tax rate, adjusted for sales tax. Subtract Line 54 from Line 57. $0.20263/$100
31Reservedforexpansion 34Tex.TaxCodeSection26.D4](d)
'ZTex.Tax Code Sectiou 26.041(d) 35Tex.Tax Code Section 26.04(c)
3'7ex.Tax Code Section 26.041(i) '�Tex.Tax Code Section 26.04(c)
- - - _ _ - - - ----
SECTION 4: Voter-Approval Tax Rate Adjustment for Pollution Control
A taxin�unit may aise its ra[e for M&O funds used to pay for a faciliry,device or method for tlie control ofair,wa[er or land pullution.This includes any land,slrucNre,building,
installation,excavatioq machinery,equipment or device[hat is used.constructed,acquimd or installed wholly or partly to meet or exceed pollutio�contml requirements.The t�ing
uniCs expeuses are tliose necessary[o meet tl�e requirements of a pemti[issued by tlie Texas Coerunisaion ou Envvoumental Qoality(TCEQ).The taxing uni[must provide the lax
assessor mith a coPy of Ihe 7CEQ letter ofde[emiina[ion[hat states tlie porcion of[he cos[of the ins[allatio�£oc pollution conhol.
This sectiou should only be wmple�ed by a taxiug unit dia[uses M&O Funds lo ay£or a faciliry,devicc or method for Ihe con[rol of a¢,�vater or land pollution.
Voter-Approval Protection for Pollution Control Worksheet mount/Rate
59. Certified expenses from the Texas Commission on Environmental QuaGty (TCEQ).
Enter the amount certified in the determination letter from TCEQ.37 The taxing unit shall $0
rovide its tax assessor-collector with a copy of tl�e letter.38
60. 2021 total taxable value. Enter the amoLmt from Line 21 of the No-New-Revenue Taz $1,656,141,448
ate Worksheet.
61. Additional rate for pollution control. Divide Line 59 by Line 60 and multiply by $100. $0.00000/$100
62. 2021 voter-approval tax rate, adjusted for pollution controL Add Line 61 to one of
the following lines (as applicable): Line 49, Line D49 (disaster), Line 50 (counties) or Line $0.20263/$100
58 (taxing units with tl�e additional sales tax).
'�Tex.Tax Code Section 26.045(d)
'BTex.Tar Code Sectio�26.045(i)
-- -- - -___...__ _ - ---_ _ --- -
SECTION 5: Voter-Approval Tax Rate Adjustment for Unused Increment Rate
Thc unused increm�nt ratc is�hc ratc equal to Hs diffcrcncc bc[wcen thc adopted tax ra�c and vomr-approval tax ratc before[he u�used inercinent rate for the prior three ycars.39[n a
zar where a taxing nnit adopts a rate by applying any portion of the u�used increment rate,the unused inercment rate For that year would be zero.
The diffcrencc be[wcen the adopted tax rate and wtcr-approval tax ratc is considzrcd zero in thc following scenanos:
• a tax year before?020;and40
• a tax year in which the municipality is a dcfunding municipality,as defined by Tax Code Section 26A501(a);��or
• after]an. I,2022,a tnx year in which thc comptroller determines that the county implemented a bndget reduction or reallocation desenbed by Local Govemment Code Section
120.002(a)without the required voter approval.4Z
his section should only be completed by a[axing uni[[hat does not meet the definition ofa s ecial taxin unit`13
_ ___ . _ ______. _. —_. _ __ _
Unused Increment Rate Worksheet Amount/Rate
63. 2020 unused increment rate. Subtract the 2020 actual tax rate and the 2020 unused
increment rate from the 2020 voter-approval tax rate. If the number is less than zero, enter $0.01918
zero. If the year is prior to 2020, enter zero.
64. 2019 unused increment rate. Subtract the 2019 actual tax rate and the 2019 unused
increment rate from the 2019 voter-approval tax rate. If the number is less than zero, enter $0
zero. If the year is prior to 2020, enter zero
65. 2018 unused increment rate. Subh-act the 2018 actual tax rate and the 2018 unused
increment rate from the 2018 voter-approval tax rate. If the number is less than zero, enter $0.00000
zero. If the year is priar to 2020, enter zero.
66. 2021 unused increment rate. Add Lines 63, 64 and 65. $0.01918/$100
67. 2021 voter-approval tax rate, adjusted for unused increment rate.23 Add Line 66 to
�one ofthe following lines (as applicable): Line 49, Line D49(disaster), Line 50 (counties), $0.22181/$100
Line 58 (taxing units with the additional sales taac) or Line 62 (taxing units with pollution
control).
'9Tex.Tax Code Section 26.013(a)
4�Tex.Tax Code Section 26.013(c)
41Tex.Tax Code Section 26.0501(a)and(c)
4'Tex.Tax Code Section Loca]Godt Code Section 120.007(d),effective Jan. i,2022
43Tex.Tax Code Section 26.063(a)(1)
- - --- - - - --- ---..__. _ --- _ --
SECTION 6: De Minimis Rate
Thc dc minimis rate is thc ra[c equal to the sum of the no-ncw-rcvcnuc maintcnanec and operations ratc,thc ra[c U�at���ill raisc SSOO,OOQ and Lie currcnt dcbt rate for a taxing unit�
'Ilils section should only be com leted by a[axing unit that is a muuici ality of less[han 30,000 or a taxing uni[tlia[does�ot meet[he defiuition of a s ecial[axing unil4i
De Minimis Rate Worksheet Amount/Rate
68. Adjusted 2021 NNR M&O tax rate. Enter the rate from Line 39 of the Voter-Approval $0.12531/$100
Tar Rate WoNksheet
69. 2021 total tagable value. Enter the amount on Line 21 of the No-New-Revenue Tax Rate $1,656,141,448
Worksheet.
70. Rate necessary to impose $500,000 in taxes. Divide $500,000 by Line 69 and multiply $0.03019
y $100.
71. 2021 debt rate. Enter the rate from Line 48 of the Voter�-Approval Tax Rate Worksheet. $0.06504/$100
72. De minimis rate 23 Add Lines 68, 70 and 71. $0.22054/$100
`14Tex.Ta�c Code Sectimi 26AI2(8-a)
45Tex Ta�Code Sectio�26.063(a)(I)
_ _ - - -- -__ _ ----- __ - - -
SECTION 7: Voter-Approval Tax Rate Adjustment for Emergency Revenue Rate
In the tax year after the end of[he disaster calculation[ime penod de[ailed in Tax Code Section 26.04?(a),a taxing unit tliat calculated its vo[ervapproval[ax rate in Ihe manner provided
for a special taxing unit due to a disaster must calculate i[s emzrgenry revenue rate and reduce its voter-appmval[ax ratc for that year.��
Similzrly,ita[asing unit adop[ed a cax ratc that cxcceded i[s voter-approval[ax ratc,calculated normally,without holding an election[o respond m a disaster,as allowed by Tu Codc
�Section"_'6.042(d),in thc prior year,it must also reduce its vo[er-approval tax ra[e for[he current tax year'��.
NOTE:This secfion will not apply to any taxing units in 2021.It is added to implement Senare Bill I438(87th Regular Session)and does nol apply lo a taxing unit[hat calculated itr
vorer-approval tax rate in tlie manner provided for a special taxing unit due[o a dedared disaster in?020.as provided for in the recently repealed Tax Code Sections 26.04(c-I)and
26.041(c-I).
.In fun�re tax years,this section will apply m a taxing unil other than a specixl taeing unit[hat
• dimcted the designated officer or employee to calwlate the vorer-approval tax rate of the taxing unit in the manner pmvided for a special taxing unil in the prior year:and
• the current year is[he tirst tax year in which the total taxable value of property taxable by the taxing unit as sho�vn on the appraisal roll for the tacing unit submitted by the
assessor for the taeing unit ro thz�oveming body exceeds[he total�axable value of property[axable by Uie taxing uni[on January 1 of the tax year in which the disaster
occurred or the disastcr occurred four years ago.
In futurc tax ycars,this sc<tion will also apply tu a tuing unit in a disastcr arca Hiat adopted a tax rate grcatcr tlian its wtervapproval rax ra[e witl�out holdin�an elcction in the pnor ycar.
Note:This section does not apply if a taxing unit is continuine to calcula[e iCs vo[ervapproval tax rate in[he manner provided for a special taxin�unit because it is s[ill within the disaz[er
calculation time eriod detailcd in Pax Code Section 2(.042 a)6ecause it haz not me[thc conditions in Taz Code Section 26.042(a)Q)or 2 .
Emergency Revenue Rate Worksheet mount/Rate
73. 2020 adopted tax rate. Enter the rate in Line 4 of the No-New-Revenue Tczx Rate N/A
Worksheet.
74. Adjusted 2020 voter-approval tax rate. Use the taxing uuit's Tax Rate Calculation
Worksheets from the prior year(s) to complete this line.
If a disaster occurred in 2020 and tl�e taxing unit caleu]ated its 2020 voter-approval tax raTe
sing a multiplier of 1.08 on Disaster Line 41 (D41) of the 2020 worksheet due to a disaster,
enter the 2020 voter-approval tax rate as calculated using a multiplier of 1.035 from Line 49.
- or-
If a disaster occurred prior to 2020 for which the taxing unit coutinued to calculate its voter-
approval tax rate using a multiplier of 1.08 on Disaster Line 41 (D41) in 2020, complete the
separate Adjusted Voter-Approval Tax Rate for Taxing Units isi Disaster Area Calculation N/A
Wo��ksheet to recalculate the voter-approval tax rate the taxuig unit would have calculated in
2020 if it had generated revenue based on an adopted tax rate using a multiplier of 1.035 in
the year(s) following the disaster.48 Enter the final adjusted 2020 voter-approval tax rate
from the worksheet.
- or-
If the taxing unit adopted a tax rate above tl�e 2020 voter-approval tax rate without
calculating a disaster tax rate or holding an election due to a disaster, no recalculation is
necessary. Enter the voter-approval tax rate from the prior year's worksheet.
75. Increase in 2020 tax rate due to disaster. Subtract Line 74 from Line 73. N/
76. Adjusted 2020 taxable value. Enter the amount in Line 14 of the No-New-Revenue Tcix N/A
Rate Worksheet.
77. Emergency revenue. Multiply Line 75 by Line 76 and divide by $100. N/A
78. Adjusted 2021 taxable value. Enter the amount in Line 25 of tl�e No-New-Revenue Tax N/A
ate Worksheet.
79. Emergency revenue rate. Divide Line 77 by Line 78 and multiply by $100. 49 N/A
80. 2021 voter-approval tax rate, adjusted for emergency revenue. Subtract Line 79 from
one of the following lines (as applicable): Line 49, Line D49(disaster), Line 50 (counties), N/A
ine 58 (taxing units with the additional sales tax), Line 62 (taxing uniCs with pollution
control) or Line 67 (taxing units with the unused increment rate).
'36Tex Tax Code Section 26.042(b)
47Tex.Tax Code Section 26.042(�
48Tex.Tar Code SecYion 26A42(c)
49Tex.Tax Code Section 26.042(b)
��Tex.Tax Code SecYion 26.04(c-2)and(d-2)
- - —� -- - - ---- -- �—�— ....
SECTION 8: Total Tax Rate
_ _ --
Indicate the applicable total tax rates as calculated above.
No-New-Revenue tax rate
As applicable, enter the 2021 NNR tax rate from: Line 26, Line 27 (counties), or Line 56 $0.16746/$100
(adjusted for sales tax).
Indicate the line number used: 26
Voter-Approval tax rate
As ap�licable, enter the 2021 voter-approval tax rate from: Line 49, Line 50 (counties), Line
58 (adjusted for sales tax), Line 62 (adjusted for pollution control), Line 67 (adjusted for $0.22181/$100
unused increment), or Line 80 (adjusted far emergency revenue).
Indicate the line number used: 67
De minimis rate
If applicable, enter tl�e de minimis rate from Liue 72. $0.22054/$100
--_ --__- -- -- --- ---- _ _— ---
5ECTION 9: Taxing Unit Representative Name and Signature
_ _ -
Enter tlie name of the person prepanng the tax rate as authonzed by the goveming body of the tasing uniL By signing below,you certify that you are the
desie ated officer or cmployee of the ta�ng unit and have accurately calculated the tax rates using values that are the same as the values shown in the
taxin�uniPs certified appraisal roll or certified estimatc of taxable value,in accordance with requirements in Tax Code.so
print here Ginger R. Awtry, Director of Finance
Pnntcd Name of Taxing Unit Representativc
sign here ����- `� ��� � P� o� I
Taxing Uni[Representative Date
. �
Certification of Additional Sales
and Use Tax to Pay Debt Services
THE STATE OF TEXAS,
County of Tarrant and Denton
Chief Financial Officer orAuditor: Glllg@Y R. AWtYy
For the taxing unit: TOwn Of WeStlake, TX
Hereby certifies that the amount of additional sales and use tax revenue collected to pay debt service has been deducted from the total amount described
by Tax Code Section 26.05(e-1),26.04(e)(3)(C)and 26.05(a)(1).
This certification is submitted to the governing body of the Town of Westlake, Texas on 8/23/21
Signature of Financial Officer orAuditor
Form developed by:Texas Comptroller of Public Accounts,PropertyTax Assistance Division For additional copies,visit:
co m ptrol ler.texas.gov/taxes/pro perty-tax
TOWN OF WESTLAKE
RESOLUTION NO. 21-29
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
ADOPTING A MAXIMUM PROPOSED AD VALOREM TAX RATE; TAKE A RECORD
VOTE; PROVIDING AN EFFECTIVE DATE; AND SETTING THE DATE FOR THE
PUBLIC HEARING AND ADOPTION OF THE OPERATING BUDGET AND TAX RATE
FOR FISCAL YEAR 2020-2021.
WHEREAS, the Council has approved the Certified Tax Rolls provided by the Tarrant and
Denton County Appraisal Districts; and
WHEREAS, the Town's appointed employee has calculated the 2021 No-New-Revenue
Tax Rate and the 2021 Voter-Approval Tax Rate in accordance with Senate Bi112 provisions using
certified values; and
WHEREAS, the Town's 2021 maximum proposed ad valorem tax rate for FY 2021-2022
is $0.22181 per $100 valuation; and
WHEREAS, the public hearing date is set for September 13, 2021, at 5:00 p.m., and
WHEREAS, the Town may not adopt a rate that exceeds the maximum proposed rate
without a new resolution and/or election as applicable; and
WHEREAS, all legal prerequisites for the adoption of this resolution have been met,
including but not limited to the Local Government Code, the Open Meetings Act, and the Texas
Tax Code; 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 2021 maximum proposed tax rate of$0.22181 per $100 valuation
is hereby approved and the vote recorded.
SECTION 3: That,if any portion of this Resolution shall,for any reason,be declared valid
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.
Resolution 21-29
Page 1 of 2
SECTION 4: That this resolution shall become effective from and after its date of passage.
PASSED AND APPROVED ON THIS 23rd DAY OF AUGUST 2021.
ATTEST:
Laura L. Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Resolution 21-29
Page 2 of 2
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 23, 2021
TOPIC: Consider an ordinance authorizing the issuance of Town of
Westlake, Texas, General Obligation Refunding Bonds, series
2021; awarding the sale thereof; levying a tax, and providing for the
security for and payment of said bonds; authorizing the execution
and delivery of a paying agent/registrar agreement and a deposit
agreement; approving the official statement; enacting other
provisions relating to the subject; and declaring an effective date
STAFF: Ginger Awtry, Finance Director
STRATEGIC ALIGNMENT
� i � . � . ., ; � • � � � �
High Quality Planning,Design&
Development-We are a desirable Increase
Transparent/Integrity- Municipal& Transparency,
well planned,high-quality
driven Government Academic Operations Accessibility&
community that is distinguished by
exemplary design standards. Communications
SUMMARY
As you will recall, Town staff presented the proposed a general obligation refunding bond
issuance during the June 17t" Town Council Budget Retreat, for the purpose of refunding or
defeasing, in advance of their maturities, a portion of the Town's existing 20] ] GO and CO's for
estimated debt service savings of$260,00 in total with no extension to the original term of the
prior debt.
Prior to issuing debt,the Town's credit is rated by Standard&Poors. S&P Global Ratings
assigned its 'AAA' rating to Westlake, Texas' proposed series 2021 general obligation (GO)
refunding bonds. At the same time, S&P Global Ratings has affirmed the `AAA' rating on
Westlake's outstanding debt. The outlook on all ratings is stable. The S&P rating document
(attached) states:
Page 1 of 2
The rating reflects our opinion of the town's:
• Tlery strong economy, with access to a broad and diverse metropolitan statistical
area (MSA);
• Strong management, with good financial policies and practices under our
Financial Management Assessment (FMA) methodology;
• Strong budgetary performance, closing with operating surpluses in the general
fund and at the total governmental fund level in fiscal 2020;
• Ve�y stNong budgetary flexibility, with a high available fund balance in fiscal
2020 of 166% of operating expenditures;
• T�ery strong liquidity, with total government available cash at 1 DD.6% of total
governmental fund expenditures and 8.Ox governmental debt service, and access
to external liquidity we consider strong;
• T�ery weak debt and contingent liability profile, with debt service carrying
charges at 12.6% of expenditures and net direct debt that is 208.1% of total
governmental fund revenue;
• and Strong institutional framework score.
The proposed Ordinance will authorize the sale of General Obligation Bonds and will not
require an increase to the ad valorem rate.
COUNCIL ACTION/OPTIONS
Approve proposed Ordinance
Reject proposed Ordinance
STAFF RECOMMENDATION
Approval of proposed Ordinance
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $4,905,000 Funding Source: Bond Issuance
Contract: No Forms: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: N/A
Comprehensive Plan: N/A.
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
Ordinance
S&P Rating
Page 2 of 2
ORDINANCE 931
relating to
$
TOWN OF WESTLAKE, TEXAS
GENERAL OBLIGATION REFUNDING BONDS
SERIES 2021
Adopted: August 23, 2021
#sioi99s.2
TABLE OF CONTENTS
Page
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section1.01. Definitions................................................................................................................6
Section1.02. Findings....................................................................................................................8
Section 1.03. Table of Contents, Titles, and Headings..................................................................8
Section1.04. Interpretation............................................................................................................8
ARTICLE II
SECURITY FOR THE BONDS; INTEREST AND SINKING FUND
Section 2.01. Payment of the Bonds..............................................................................................9
ARTICLE III
AUTHORIZATION; GENERAL TERMS AND PROVISIONS
REGARDING THE BONDS
Section3.01. Authorization...........................................................................................................9
Section 3.02. Date, Denomination, Maturities, and Interest........................................................10
Section 3.03. Medium, Method, and Place of Payment...............................................................10
Section 3.04. Execution and Registration of Bonds ....................................................................11
Section3.05. Ownership..............................................................................................................12
Section 3.06. Registration, Transfer, and Exchange....................................................................13
Section3.07. Cancellation...........................................................................................................13
Section3.08. Temporary Bonds...................................................................................................13
Section 3.09. Replacement Bonds ...............................................................................................14
Section 3.10. Book-Entry-Only System.......................................................................................15
Section 3.11. Successor Securities Depository; Transfer Outside Book-Entry-Only System.....16
Section3.12. Payments to Cede & Co.........................................................................................16
ARTICLE IV
REDEMPTION OF BONDS BEFORE MATURITY
Section 4.01. Limitation on Redemption.....................................................................................16
Section 4.02. Optional Redemption.............................................................................................16
Section4.03. Reserved.................................................................................................................17
Section 4.04. Partial Redemption.................................................................................................17
Section 4.05. Notice of Redemption to Owners ..........................................................................17
Section 4.06. Payment Upon Redemption...................................................................................18
Section 4.07. Effect of Redemption.............................................................................................18
(i)
#s�o�99s.z
Section 4.08. Conditional Notice of Redemption........................................................................18
Section4.09. Lapse of Payment...................................................................................................19
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5.01. Appointment of Initial Paying Agent/Registrar.....................................................19
Section5.02. Qualifications.........................................................................................................19
Section 5.03. Maintaining Paying Agent/Registrar.....................................................................19
Section5.04. Termination............................................................................................................19
Section 5.05. Notice of Change to Owners..................................................................................19
Section 5.06. Agreement to Perform Duties and Functions.........................................................20
Section 5.07. Delivery of Records to Successor..........................................................................20
ARTICLE VI
FORM OF THE BONDS
Section6.01. Form Generally......................................................................................................20
Section6.02. Form of the Bonds .................................................................................................20
Section 6.03. CUSIP Registration................................................................................................26
Section6.04. Legal Opinion........................................................................................................26
Section 6.05. Statement Insurance...............................................................................................26
ARTICLE VII
SALE AND DELIVERY OF BONDS;
DEPOSIT OF PROCEEDS; FLOW OF FUNDS
Section 7.01. Sale of Bonds; Official Statement..........................................................................26
Section 7.02. Control and Delivery of Bonds..............................................................................27
ARTICLE VIII
CREATION OF FUNDS AND ACCOUNTS;
DEPOSIT OF PROCEEDS; INVESTMENTS
Section8.01. Creation of Funds...................................................................................................28
Section 8.02. Interest and Sinking Fund......................................................................................28
Section8.03. Security of Funds...................................................................................................28
Section 8.04. Deposit of Proceeds ...............................................................................................28
Section8.05. Investments............................................................................................................29
Section 8.06. Investment Income.................................................................................................29
ARTICLE IX
PARTICULAR REPRESENTATIONS AND COVENANTS
(ii)
#s�o�99s.z
Section 9.01. Payment of the Bonds............................................................................................29
Section 9.02. Other Representations and Covenants...................................................................29
Section 9.03. Federal Income Tax Matters..................................................................................30
ARTICLE X
DEFAULT AND REMEDIES
Section 10.01. Events of Default...................................................................................................31
Section 10.02. Remedies for Default.............................................................................................31
Section 10.03. Remedies Not Exclusive........................................................................................32
ARTICLE XI
DISCHARGE
Section11.01. Discharge ...............................................................................................................32
ARTICLE XII
CONTINUING DISCLOSURE UNDERTAKING
Section12.01. Annual Reports ......................................................................................................32
Section 12.02. Material Event Notices ..........................................................................................33
Section 12.03. Limitations, Disclaimers and Amendments...........................................................34
ARTICLE XIII
AMENDMENTS
Section13.01. Amendments..........................................................................................................36
ARTICLE XIV
MISCELLANEOUS
Section 14.01. Changes to Ordinance............................................................................................36
Section 14.02. Partial Invalidity.....................................................................................................36
Section 14.03. No Personal Liability.............................................................................................36
ARTICLE XV
REDEMPTION OF REFUNDED OBLIGATIONS; DEPOSIT AGREEMENT;
Section 15.01. Payment of Paying Agent......................................................................................37
Section15.02. Deposit Agreement................................................................................................37
(iii)
#s�o�99s.z
Section 15.03. Payment of Refunded Obligations; Redemption of Refunded Obligations...........37
ARTICLE XVI
EFFECTIVENESS
Section16.01. Effectiveness..........................................................................................................38
Schedule of Refunded Bonds ..................................................................Schedule I
(iv)
#s�o�99s.z
AN ORDINANCE AUTHORIZING THE ISSUANCE OF TOWN
OF WESTLAKE, TEXAS, GENERAL OBLIGATION
REFUNDING BONDS, SERIES 2021 IN THE AGGREGATE
PRINCIPAL AMOUNT OF $ ; AWARDING THE
SALE THEREOF; LEVYING A TAX, AND PROVIDING FOR
THE SECURITY FOR AND PAYMENT OF SAID BONDS;
AUTHORIZING THE EXECUTION AND DELIVERY OF A
PAYING AGENT/REGISTRAR AGREEMENT AND A
DEPOSIT AGREEMENT; APPROVING THE OFFICIAL
STATEMENT; ENACTING OTHER PROVISIONS RELATING
TO THE SUBJECT; AND DECLARING AN EFFECTIVE DATE
WHEREAS, there are presently outstanding certain obligations of the Town of Westlake,
Texas (the "Town"), which are secured by and payable from ad valorem taxes levied on property
within the Town in an amount sufficient to pay principal of and interest on such obligations as
they become due within the limits prescribed by law; and
WHEREAS, the Town now desires to refund such obligations described on Schedule I
hereto (such refunded obligations to be hereinafter referred to as the "Refunded Bonds"); and
WHEREAS, Chapter 1207, Texas Government Code, as amended ("Chapter 1207")
authorizes the Town to issue refunding bonds for the purpose of refunding or defeasing the
Refunded Bonds in advance of their maturities, and to accomplish such refunding or defeasance
by depositing directly with a paying agent for the Refunded Bonds (or other qualified escrow
agent), the proceeds of such refunding bonds, together with other available funds, in an amount
sufficient to provide for the payment or redemption of the Refunded Bonds, and provides that
such deposit shall constitute the making of firm banking and financial arrangements for the
discharge and final payment or redemption of the Refunded Bonds; and
WHEREAS, upon the issuance of the refunding bonds herein authorized and the deposit
of funds referred to above, the Refunded Bonds and the Reimbursement Obligation (together, the
"Refunded Obligations") shall no longer be regarded as being outstanding, eXcept for the
purpose of being paid pursuant to such deposit, and the pledges, liens, trusts and all other
covenants, provisions, terms and conditions of the orders authorizing the issuance of the
Refunded Bonds and of the Agreement, respectively, and shall be, with respect to the Refunded
Obligations, discharged, terminated; and
WHEREAS, the Town Council hereby finds and determines that the issuance of the
refunding bonds will result in a net present value debt service savings in the amount of
$ with respect to the Refunded Bonds and that such savings and the refunding
contemplated in this Ordinance will benefit the Town and that such benefit is sufficient
consideration for the refunding of the Refunded Bonds; and
WHEREAS, the Town Council of the Town hereby finds and determines that the
issuance and delivery of the bonds hereinafter authorized is in the public interest and the use of
the proceeds in the manner herein specified constitutes a valid public purpose; and
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WHEREAS, the Town Council has found and determined that it is necessary and in the
best interests of the Town and its citizens that it issue such bonds authorized by this Ordinance;
and
WHEREAS, the meeting at which this Ordinance is considered is open to the public as
required by law, and public notice of the time, place, and purpose of said meeting was given as
required by Chapter 551, Texas Government Code, as amended; therefore,
BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, THAT:
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section 1.01. Definitions.
Unless otherwise expressly provided or unless the context clearly requires otherwise in
this Ordinance, the following terms shall have the meanings specified below:
`Bond"means any of the Bonds.
"Bonds" means the bonds authorized to be issued by Section 3.01 of this Ordinance and
designated as "Town of Westlake, Texas, General Obligation Refunding Bonds, Series 2021.
"Business Day" means a day that is not a Saturday, Sunday, legal holiday or other day on
which banking institutions in the Town where the Designated Payment/Transfer Office is located
are required or authorized by law or executive order to close.
"Closing Date" means the date of the initial delivery of and payment for the Bonds.
"Code" means the Internal Revenue Code of 1986, as amended, and, with respect to a
specific section thereof, such reference shall be deemed to include (a) the Regulations
promulgated under such section, (b) any successor provision of similar import hereafter enacted,
(c) any corresponding provision of any subsequent Internal Revenue Code, and (d) the
Regulations promulgated under the provisions described in (b) and (c).
"Delivery Date"means the date of delivery of the Bonds to the Purchasers and designated
as the initial date of the Bonds by Section 3.02(a) of this Ordinance.
"Designated Payment/Transfer Office" means (i) with respect to the initial Paying
Agent/Registrar named herein, its office in Dallas, Texas, or at such other location designated by
the Paying Agent/Registrar and (ii) with respect to any successor Paying Agent/Registrar, the
office of such successor designated and located as may be agreed upon by the Town and such
successor.
"DTC" means The Depository Trust Company of New York, New York, or any
successor securities depository.
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"DTC Participant" means brokers and dealers, banks, trust companies, clearing
corporations and certain other organizations on whose behalf DTC was created to hold securities
to facilitate the clearance and settlement of securities transactions among DTC Participants.
"EMMA" means the Electronic Municipal Market Access System.
"Escrow Agent" means the U.S. Bank, N.A., Dallas, Texas, or any successor thereto.
`Bvent of DefaulY' means any event of default as defined in Section 10.01 of this
Ordinance.
"Financial Obligation" means a (a) debt obligation; (b) derivative instrument entered into
in connection with, or pledged as security or a source of payment for, an existing or planned debt
obligation; or (c) guarantee of a debt obligation or any such derivative instrument; provided that
"financial obligation" shall not include municipal securities (as defined in the Securities
Exchange Act of 1934, as amended) as to which a final official statement(as defined in the Rule)
has been provided to the MSRB consistent with the Rule.
"Fiscal Year" means such fiscal year as shall from time to time be set by the Town
Council.
"Initial Bond" means the initial bond authorized by Section 3.04(d) of this Ordinance.
"Interest and Sinking Fund" means the interest and sinking fund established by
Section 2.02 of this Ordinance.
"Interest Payment Date" means the date or dates upon which interest on the Bonds is
scheduled to be paid until their respective dates of maturity or prior redemption, such dates being
February 15 and August 15 of each year commencing February 15, 2022.
"MSRB" means the Municipal Securities Rulemaking Board.
"Ordinance"means this Ordinance.
"Owner" means the person who is the registered owner of a Bond or Bonds, as shown in
the Register.
"Paying Agent/Registrar" means initially U.S. Bank, N.A., Dallas, Texas, or any
successor thereto as provided in this Ordinance.
"Purchaser(s)"means the initial purchaser(s) of the Bonds as set forth in Section 7.01.
"Record Date" means the last Business Day of the month next preceding an Interest
Payment Date.
"Refunded Bonds" means those bonds of the Town set forth in Schedule I hereto.
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"Register" means the Register specified in Section 3.06(a) of this Ordinance.
"Regulations" means the applicable proposed, temporary or final Treasury Regulations
promulgated under the Code or, to the extent applicable to the Code, under the Internal Revenue
Code of 1954, as such regulations may be amended or supplemented from time to time.
"Representations Letter" means the Blanket Letter of Representations between the Town
and DTC.
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
"Special Payment Date"means the Special Payment Date prescribed by Section 3.03(b).
"Special Record Date"means the Special Record Date prescribed by Section 3.03(b).
"Town" means the Town of Westlake, Texas.
"Unclaimed Payments" means money deposited with the Paying Agent/Registrar for the
payment of principal of, redemption premium, if any, or interest on the Bonds as the same come
due and payable or money set aside for the payment of Bonds duly called for redemption prior to
maturity.
Section 1.02. Findin�s.
The declarations, determinations, and findings declared, made, and found in the preamble
to this Ordinance are hereby adopted, restated, and made a part of the operative provisions
hereof.
Section 1.03. Table of Contents, Titles, and Headin�s.
The table of contents, titles, and headings of the Articles and Sections of this Ordinance
have been inserted for convenience of reference only and are not to be considered a part hereof
and shall not in any way modify or restrict any of the terms or provisions hereof and shall never
be considered or given any effect in construing this Ordinance or any provision hereof or in
ascertaining intent, if any question of intent should arise.
Section 1.04. Interpretation.
(a) Unless the context requires otherwise, words of the masculine gender shall be
construed to include correlative words of the feminine and neuter genders and vice versa, and
words of the singular number shall be construed to include correlative words of the plural
number and vice versa.
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(b) This Ordinance and all the terms and provisions hereof shall be liberally
construed to effectuate the purposes set forth herein.
ARTICLE II
SECURITY FOR THE BONDS; INTEREST AND SINKING FUND
Section 2.01. Pavment of the Bonds.
(a) Pursuant to the authority granted by the Texas Constitution and laws of the State
of Texas, there shall be levied and there is hereby levied for the current year and for each
succeeding year thereafter while any of the Bonds or any interest thereon is outstanding and
unpaid, an ad valorem tax on each one hundred dollars valuation of taxable property within the
Town, at a rate sufficient, within the limit prescribed by law, to pay the debt service
requirements of the Bonds, being (i) the interest on the Bonds, and (ii) a sinking fund for their
redemption at maturity or a sinking fund of two percent per annum (whichever amount is the
greater), when due and payable, full allowance being made for delinquencies and costs of
collection.
(b) The ad valorem tax thus levied shall be assessed and collected each year against
all property appearing on the tax rolls of the Town most recently approved in accordance with
law, and the money thus collected shall be deposited as collected to the Interest and Sinking
Fund.
(c) Said ad valorem tax, the collections therefrom, and all amounts on deposit in or
required hereby to be deposited to the Interest and Sinking Fund are hereby pledged and
committed irrevocably to the payment of the principal of and interest on the Bonds when and as
due and payable in accordance with their terms and this Ordinance.
(d) If the liens and provisions of this Ordinance shall be released in a manner
permitted by Article XI hereof, then the collection of such ad valorem tax may be suspended or
appropriately reduced, as the facts may permit, and further deposits to the Interest and Sinking
Fund may be suspended or appropriately reduced, as the facts may permit. In determining the
aggregate principal amount of outstanding Bonds, there shall be subtracted the amount of any
Bonds that have been duly called for redemption and for which money has been deposited with
the Paying Agent/Registrar for such redemption.
ARTICLE III
AUTHORIZATION; GENERAL TERMS AND PROVISIONS
REGARDING THE BONDS
Section 3.0 L Authorization.
The Town's bonds to be designated "Town of Westlake, TeXas, General Obligation
Refunding Bonds, Series 2021" (the `Bonds"), are hereby authorized to be issued and delivered
in accordance with the Constitution and laws of the State of Texas, specifically Chapter 1207,
Texas Government Code, as amended. The Bonds shall be issued in the aggregate principal
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amount of$ to provide funds to (i) refund the Refunded Bonds and (ii) pay of the
costs of issuance of the Bonds.
Section 3.02. Date, Denomination, Maturities, and Interest.
(a) The Bonds shall be dated August 15, 2021. The Bonds shall be in fully registered
form, without coupons, in the denomination of$5,000 or any integral multiple thereof and shall
be numbered separately from one upward, except the Initial Bond, which shall be numbered T-1.
(b) The Bonds shall mature on February 15 in the years and in the principal amounts
set forth in the following schedule:
Principal Principal
Years Amount Interest Rate Years Amount Interest Rate
2/15/2022 2/15/2035
2/15/2023 2/15/2036
2/15/2024 2/15/2037
2/15/2025 2/15/2038
2/15/2026 2/15/2039
2/15/2027 2/15/2040
2/15/2028 2/15/2041
2/15/2029 2/15/2042
2/15/2030 2/15/2043
2/15/2031 2/15/2044
2/15/2032 2/15/2045
2/15/2033 2/15/2046
2/15/2034
(c) Interest shall accrue and be paid on each Bond respectively until its maturity or
prior redemption from the later of the date of delivery of the Bonds to the Purchaser (the
"Delivery Date") or the most recent interest payment date to which interest has been paid or
provided for at the rates per annum for each maturity specified in the schedule contained in
subsection (b) above. Such interest shall be payable semiannually on February 15 and August 15
of each year commencing February 15, 2022, and shall be computed on the basis of a 360-day
year of twelve 30-day months.
Section 3.03. Medium, Method, and Place of Pavment.
(a) The principal of, redemption premium, if any, and interest on the Bonds shall be
paid in lawful money of the United States of America.
(b) Interest on the Bonds shall be payable to the Owners as shown in the Register at
the close of business on the Record Date; provided, however, in the event of nonpayment of
interest on a scheduled Interest Payment Date and for 30 days thereafter, a new record date for
such interest payment (a "Special Record Date") shall be established by the Paying
Agent/Registrar, if and when funds for the payment of such interest have been received from the
Town. Notice of the Special Record Date and of the scheduled payment date of the past due
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interest(the "Special Payment Date," which shall be 15 days after the Special Record Date) shall
be sent at least five Business Days prior to the Special Record Date by United States mail, first
class, postage prepaid, to the address of each Owner of a Bond appearing on the Register at the
close of business on the last Business Day next preceding the date of mailing of such notice.
(c) Interest shall be paid by check, dated as of and mailed on the Interest Payment
Date, and sent by the Paying Agent/Registrar to each Owner, first class United States mail,
postage prepaid, to the address of each Owner as it appears in the Register, or by such other
customary banking arrangement acceptable to the Paying Agent/Registrar and the Owner;
provided, however, that the Owner shall bear all risk and expense of such alternative banking
arrangement. At the option of an Owner of at least $1,000,000 principal amount of the Bonds,
interest may be paid by wire transfer to the bank account of such Owner on file with the Paying
Agent/Registrar.
(d) The principal of each Bond shall be paid to the Owner thereof on the due date,
whether at the maturity date or the date of prior redemption thereof upon presentation and
surrender of such Bond at the Designated Payment/Transfer Office of the Paying
Agent/Registrar.
(e) If the date for the payment of the principal of or interest on the Bonds shall be a
Saturday, Sunday, legal holiday, or day on which banking institutions in the Town where the
Designated Payment/Transfer Office of the paying Agent/Registrar is located are required or
authorized by law or executive order to close, then the date for such payment shall be the next
succeeding day which is not a Saturday, Sunday, legal holiday, or day on which banking
institutions are required or authorized to close, and payment on such date shall have the same
force and effect as if made on the original date payment was due and no additional interest shall
be due by reason of nonpayment on the date on which such payment is otherwise stated to be due
and payable.
(� Unclaimed Payments shall be segregated in a special escrow account and held in
trust, uninvested by the Paying Agent/Registrar, for the account of the Owners of the Bonds to
which the Unclaimed Payments pertain. Subject to Title 6 of the Texas Property Code,
Unclaimed Payments remaining unclaimed by the Owners entitled thereto for three years after
the applicable payment or redemption date shall be applied to the neXt payment or payments on
the Bonds thereafter coming due and, to the extent any such money remains after the retirement
of all outstanding Bonds, shall be paid to the Town to be used for any lawful purpose.
Thereafter, neither the Town, the Paying Agent/Registrar, nor any other person shall be liable or
responsible to any Owners of such Bonds for any further payment of such unclaimed moneys or
on account of any such Bonds, subject to Title 6 of the Texas Property Code.
Section 3.04. Execution and Registration of Bonds.
(a) The Bonds shall be executed on behalf of the Town by the Mayor and the Town
Secretary, by their manual or facsimile signatures, and the official seal of the Town shall be
impressed or placed in facsimile thereon. Such facsimile signatures on the Bonds shall have the
same effect as if each of the Bonds had been signed manually and in person by each of said
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officers, and such facsimile seal on the Bonds shall have the same effect as if the official seal of
the Town had been manually impressed upon each of the Bonds.
(b) In the event that any officer of the Town whose manual or facsimile signature
appears on the Bonds ceases to be such officer before the authentication of such Bonds or before
the delivery thereof, such manual or facsimile signature nevertheless shall be valid and sufficient
for all purposes as if such officer had remained in such office.
(c) Except as provided below, no Bonds shall be valid or obligatory for any purpose
or be entitled to any security or benefit of this Ordinance unless and until there appears thereon
the certificate of Paying Agent/Registrar substantially in the form provided herein, duly
authenticated by manual execution by an officer or duly authorized signatory of the Paying
Agent/Registrar. It shall not be required that the same officer or authorized signatory of the
Paying Agent/Registrar sign the Certificate of Paying Agent/Registrar on all of the Bonds. In
lieu of the executed Certificate of Paying Agent/Registrar described above, the Initial Bonds
delivered at the Closing Date shall have attached thereto the Comptroller's Registration
Certificate substantially in the form provided herein, manually executed by the Comptroller of
Public Accounts of the State of Texas, or by his duly authorized agent, which Certificate shall be
evidence that the Bond has been duly approved by the Attorney General of the State of Texas,
that it is a valid and binding obligation of the Town, and that it has been registered by the
Comptroller of Public Accounts of the State of Texas.
(d) On the Closing Date, one initial Bond (the "Initial Bond") representing the entire
principal amount of all Bonds, payable in stated installments to the initial purchaser, or its
designee, executed by the Mayor and Town Secretary of the Town, approved by the Attorney
General, and registered and manually signed by the Comptroller of Public Accounts, will be
delivered to the initial purchaser or its designee. Upon payment for the Initial Bond, the Paying
Agent/Registrar shall cancel the Initial Bond and deliver to DTC on behalf of the initial
purchaser one registered definitive Bond for each year of maturity of the Bonds in the aggregate
principal amount of all Bonds for such maturity, registered in the name of Cede & Co., as
nominee of DTC.
Section 3.05. Ownership.
(a) The Town, the Paying Agent/Registrar, and any other person may treat the person
in whose name any Bond is registered as the absolute owner of such Bond for the purpose of
making and receiving payment as herein provided (except interest shall be paid to the person in
whose name such Bond is registered on the Record Date or Special Record Date, as applicable),
and for all other purposes, whether or not such Bond is overdue, and neither the Town nor the
Paying Agent/Registrar shall be bound by any notice or knowledge to the contrary.
(b) All payments made to the Owner of a Bond shall be valid and effectual and shall
discharge the liability of the Town and the Paying Agent/Registrar upon such Bond to the extent
of the sums paid.
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Section 3.06. Registration, Transfer, and Exchange.
(a) So long as any Bonds remain outstanding, the Town shall cause the Paying
Agent/Registrar to keep at the Designated Payment/Transfer Office a register (the "Register") in
which, subject to such reasonable regulations as it may prescribe, the Paying Agent/Registrar
shall provide for the registration and transfer of Bonds in accordance with this Ordinance.
(b) The ownership of a Bond may be transferred only upon the presentation and
surrender of the Bond at the Designated Payment/Transfer Office of the Paying Agent/Registrar
with such endorsement or other evidence of transfer as is acceptable to the Paying
Agent/Registrar. No transfer of any Bond shall be effective until entered in the Register.
(c) The Bonds shall be exchangeable upon the presentation and surrender thereof at
the Designated Payment/Transfer Office of the Paying Agent/Registrar for a Bond or Bonds of
the same maturity and interest rate and in a denomination or denominations of any integral
multiple of$5,000, and in an aggregate principal amount equal to the unpaid principal amount of
the Bonds presented for exchange. The Paying Agent/Registrar is hereby authorized to
authenticate and deliver Bonds exchanged for other Bonds in accordance with this Section.
(d) Each exchange Bond delivered by the Paying Agent/Registrar in accordance with
this Section shall constitute an original contractual obligation of the Town and shall be entitled to
the benefits and security of this Ordinance to the same extent as the Bond or Bonds in lieu of
which such exchange Bond is delivered.
(e) No service charge shall be made to the Owner for the initial registration,
subsequent transfer, or exchange for a different denomination of any of the Bonds. The Paying
Agent/Registrar, however, may require the Owner to pay a sum sufficient to cover any tax or
other governmental charge that is authorized to be imposed in connection with the registration,
transfer, or exchange of a Bond.
(� Neither the Town nor the Paying Agent/Registrar shall be required to issue,
transfer or exchange any Bond called for redemption, in whole or in part, within 45 calendar
days prior to the date fixed for redemption; provided, however, such limitation shall not be
applicable to an exchange by the Owner of the uncalled principal balance of a Bond.
Section 3.07. Cancellation.
All Bonds paid or redeemed before scheduled maturity in accordance with this
Ordinance, and all Bonds in lieu of which exchange Bonds or replacement Bonds are
authenticated and delivered in accordance with this Ordinance, shall be canceled and proper
records made regarding such payment, redemption, exchange, or replacement. The Paying
Agent/Registrar shall then return such canceled Bonds to the Town or may in accordance with
law dispose of such cancelled Bonds.
Section 3.08. Temporar_y Bonds.
(a) Following the delivery and registration of the Initial Bond and pending the
preparation of definitive Bonds, the proper officers of the Town may execute and, upon the
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Town's request, the Paying Agent/Registrar shall authenticate and deliver, one or more
temporary Bonds that are printed, lithographed, typewritten, mimeographed, or otherwise
produced, in any denomination, substantially of the tenor of the definitive Bonds in lieu of which
they are delivered, without coupons, and with such appropriate insertions, omissions,
substitutions, and other variations as the officers of the Town executing such temporary Bonds
may determine, as evidenced by their signing of such temporary Bonds.
(b) Until exchanged for Bonds in definitive form, such Bonds in temporary form shall
be entitled to the benefit and security of this Ordinance.
(c) The Town, without unreasonable delay, shall prepare, execute and deliver to the
Paying Agent/Registrar the Bonds in definitive form; thereupon, upon the presentation and
surrender of the Bond or Bonds in temporary form to the Paying Agent/Registrar, the Paying
Agent/Registrar shall cancel the Bonds in temporary form and shall authenticate and deliver in
exchange therefor a Bond or Bonds of the same maturity and series, in definitive form, in the
authorized denomination, and in the same aggregate principal amount, as the Bond or Bonds in
temporary form surrendered. Such exchange shall be made without the making of any charge
therefor to any Owner.
Section 3.09. Replacement Bonds.
(a) Upon the presentation and surrender to the Paying Agent/Registrar of a mutilated
Bond, the Paying Agent/Registrar shall authenticate and deliver in exchange therefor a
replacement Bond of like tenor and principal amount, bearing a number not contemporaneously
outstanding. The Town or the Paying Agent/Registrar may require the Owner of such Bond to
pay a sum sufficient to cover any tax or other governmental charge that is authorized to be
imposed in connection therewith and any other expenses connected therewith.
(b) In the event that any Bond is lost, apparently destroyed or wrongfully taken, the
Paying Agent/Registrar, pursuant to the applicable laws of the State of Texas and in the absence
of notice or knowledge that such Bond has been acquired by a bona fide purchaser, shall
authenticate and deliver a replacement Bond of like tenor and principal amount, bearing a
number not contemporaneously outstanding, provided that the Owner first complies with the
following requirements:
(i) furnishes to the Paying Agent/Registrar satisfactory evidence of his or her
ownership of and the circumstances of the loss, destruction, or theft of such Bond;
(ii) furnishes such security or indemnity as may be required by the Paying
Agent/Registrar to save it and the Town harmless;
(iii) pays all eXpenses and charges in connection therewith, including, but not
limited to, printing costs, legal fees, fees of the Paying Agent/Registrar, and any tax or
other governmental charge that is authorized to be imposed; and
(iv) satisfies any other reasonable requirements imposed by the Town and the
Paying Agent/Registrar.
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(c) If, after the delivery of such replacement Bond, a bona fide purchaser of the
original Bond in lieu of which such replacement Bond was issued presents for payment such
original Bond, the Town and the Paying Agent/Registrar shall be entitled to recover such
replacement Bond from the person to whom it was delivered or any person taking therefrom,
except a bona fide purchaser, and shall be entitled to recover upon the security or indemnity
provided therefor to the extent of any loss, damage, cost, or expense incurred by the Town or the
Paying Agent/Registrar in connection therewith.
(d) In the event that any such mutilated, lost, apparently destroyed, or wrongfully
taken Bond has become or is about to become due and payable, the Paying Agent/Registrar, in its
discretion, instead of issuing a replacement Bond, may pay such Bond when it becomes due and
payable.
(e) Each replacement Bond delivered in accordance with this Section shall constitute
an original additional contractual obligation of the Town and shall be entitled to the benefits and
security of this Ordinance to the same extent as the Bond or Bonds in lieu of which such
replacement Bond is delivered.
Section 3.10. Book-Entrv-Onlv Svstem.
(a) Notwithstanding any other provision hereof, upon initial issuance of the Bond, the
Bonds shall be registered in the name of Cede & Co., as nominee of DTC. The definitive Bonds
shall be initially issued in the form of a single separate bond for each of the maturities thereof.
(b) With respect to Bonds registered in the name of Cede & Co., as nominee of DTC,
the Town and the Paying Agent/Registrar shall have no responsibility or obligation to any DTC
Participant or to any person on behalf of whom such a DTC Participant holds an interest in the
Bonds. Without limiting the immediately preceding sentence, the Town and the Paying
Agent/Registrar shall have no responsibility or obligation with respect to (i) the accuracy of the
records of DTC, Cede & Co. or any DTC Participant with respect to any ownership interest in
the Bonds, (ii) the delivery to any DTC Participant or any other person, other than an Owner, as
shown on the Register, of any notice with respect to the Bonds, including any notice of
redemption, or (iii) the payment to any DTC Participant or any other person, other than an
Owner, as shown in the Register of any amount with respect to principal of, premium, if any, or
interest on the Bonds. Notwithstanding any other provision of this Ordinance to the contrary, the
Town and the Paying Agent/Registrar shall be entitled to treat and consider the person in whose
name each Bond is registered in the Register as the absolute owner of such Bond for the purpose
of payment of principal of, premium, if any, and interest on Bonds, for the purpose of giving
notices of redemption and other matters with respect to such Bond, for the purpose of registering
transfer with respect to such Bond, and for all other purposes whatsoever. The Paying
Agent/Registrar shall pay all principal of, premium, if any, and interest on the Bonds only to or
upon the order of the respective Owners as shown in the Register, as provided in this Ordinance,
or their respective attorneys duly authorized in writing, and all such payments shall be valid and
effective to fully satisfy and discharge the Town's obligations with respect to payment of,
premium, if any, and interest on the Bonds to the extent of the sum or sums so paid. No person
other than an Owner, as shown in the Register, shall receive a certificate evidencing the
obligation of the Town to make payments of amounts due pursuant to this Ordinance. Upon
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delivery by DTC to the Paying Agent/Registrar of written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., the word "Cede & Co." in this
Ordinance shall refer to such new nominee of DTC.
(c) The Representations Letter previously executed and delivered by the Town, and
applicable to the Town's obligations delivered in book-entry-only form to DTC as securities
depository, is hereby ratified and approved for the Bonds.
Section 3.11. Successor Securities Depository; Transfer Outside Book-Entr_y-On1X
S sy tem•
In the event that the Town or the Paying Agent/Registrar determines that DTC is
incapable of discharging its responsibilities described herein and in the Representations Letter of
the Town to DTC, and that it is in the best interest of the Town and the beneficial owners of the
Bonds that they be able to obtain certificated Bonds, or in the event DTC discontinues the
services described herein, the Town shall (i) appoint a successor securities depository, qualified
to act as such under Section 17(a) of the Securities and Exchange Act of 1934, as amended,
notify DTC and DTC Participants of the appointment of such successor securities depository and
transfer one or more separate Bonds to such successor securities depository; or (ii) notify DTC
and DTC Participants of the availability through DTC of certificated Bonds and cause the Paying
Agent/Registrar to transfer one or more separate registered Bonds to DTC Participants having
Bonds credited to their DTC accounts. In such event, the Bonds shall no longer be restricted to
being registered in the Register in the name of Cede & Co., as nominee of DTC, but may be
registered in the name of the successor securities depository, or its nominee, or in whatever name
or names Owners transferring or exchanging Bonds shall designate, in accordance with the
provisions of this Ordinance.
Section 3.12. Pavments to Cede & Co.
Notwithstanding any other provision of this Ordinance to the contrary, so long as the
Bonds are registered in the name of Cede & Co., as nominee of DTC, all payments with respect
to principal of, premium, if any, and interest on such Bonds, and all notices with respect to such
Bonds shall be made and given, respectively, in the manner provided in the Representations
Letter of the Town to DTC.
ARTICLE IV
REDEMPTION OF BONDS BEFORE MATURITY
Section 4.0 L Limitation on Redemption.
The Bonds shall be subject to redemption before scheduled maturity only as provided in
this Article IV.
Section 4.02. Optional Redemption.
(a) The Town reserves the option to redeem Bonds maturing on and after
February 15, 2031 in whole or any part, before their respective scheduled maturity dates, on
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February 15, 2030 or on any date thereafter, such redemption date or dates to be fixed by the
Town, at a price equal to the principal amount of the Bonds called for redemption plus accrued
interest to the date fixed for redemption.
(b) If less than all of the Bonds are to be redeemed pursuant to an optional
redemption, the Town shall determine the maturity or maturities and the amounts thereof to be
redeemed and shall direct the Paying Agent/Registrar to call by lot the Bonds, or portions
thereof, within such maturity or maturities and in such principal amounts for redemption.
(c) The Town, at least 45 days before the redemption date, unless a shorter period
shall be satisfactory to the Paying Agent/Registrar, shall notify the Paying Agent/Registrar of
such redemption date and of the principal amount of Bonds to be redeemed.
Section 4.03. Reserved.
Section 4.04. Partial Redemption.
(a) A portion of a single Bond of a denomination greater than $5,000 may be
redeemed, but only in a principal amount equal to $5,000 or any integral multiple thereof. If
such a Bond is to be partially redeemed, the Paying Agent/Registrar shall treat each $5,000
portion of the Bond as though it were a single Bond for purposes of selection for redemption.
(b) Upon surrender of any Bond for redemption in part, the Paying Agent/Registrar,
in accordance with Section 3.06 of this Ordinance, shall authenticate and deliver an exchange
Bond in an aggregate principal amount equal to the unredeemed portion of the Bond so
surrendered, such exchange being without charge.
(c) The Paying Agent/Registrar shall promptly notify the Town in writing of the
principal amount to be redeemed of any Bond as to which only a portion thereof is to be
redeemed.
Section 4.05. Notice of Redemption to Owners.
(a) The Paying Agent/Registrar shall give notice of any redemption of Bonds by
sending notice by first class United States mail, postage prepaid, not less than 30 days before the
date fixed for redemption, to the Owner of each Bond (or part thereo� to be redeemed, at the
address shown on the Register at the close of business on the Business Day next preceding the
date of mailing such notice.
(b) The notice shall state the redemption date, the redemption price, the place at
which the Bonds are to be surrendered for payment, and, if less than all the Bonds outstanding
are to be redeemed, an identification of the Bonds or portions thereof to be redeemed.
(c) Any notice given as provided in this Section shall be conclusively presumed to
have been duly given, whether or not the Owner receives such notice.
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Section 4.06. Payment Upon Redemption.
(a) Before or on each redemption date, the Town shall deposit with the Paying
Agent/Registrar money sufficient to pay all amounts due on the redemption date and the Paying
Agent/Registrar shall make provision for the payment of the Bonds to be redeemed on such date
by setting aside and holding in trust such amounts as are received by the Paying Agent/Registrar
from the Town and shall use such funds solely for the purpose of paying the principal of,
redemption premium, if any, and accrued interest on the Bonds being redeemed.
(b) Upon presentation and surrender of any Bond called for redemption at the
Designated Payment/Transfer Office of the Paying Agent/Registrar on or after the date fixed for
redemption, the Paying Agent/Registrar shall pay the principal of, redemption premium, if any,
and accrued interest on such Bond to the date of redemption from the money set aside for such
purpose.
Section 4.07. Effect of Redemption.
(a) Notice of redemption having been given as provided in Section 4.05 of this
Ordinance, the Bonds or portions thereof called for redemption shall become due and payable on
the date fixed for redemption and, unless the Town defaults in its obligation to make provision
for the payment of the principal thereof, redemption premium, if any, or accrued interest thereon,
such Bonds or portions thereof shall cease to bear interest from and after the date fixed for
redemption, whether or not such Bonds are presented and surrendered for payment on such date.
(b) If the Town shall fail to make provision for payment of all sums due on a
redemption date, then any Bond or portion thereof called for redemption shall continue to bear
interest at the rate stated on the Bond until due provision is made for the payment of same by the
Town.
Section 4.08. Conditional Notice of Redemption.
The Town reserves the right to give notice of its election or direction to redeem Bonds
conditioned upon the occurrence of subsequent events. Such notice may state (i) that the
redemption is conditioned upon the deposit of moneys and/or authorized securities, in an amount
equal to the amount necessary to effect the redemption, with the Paying Agent/Registrar, or such
other entity as may be authorized by law, no later than the redemption date, or (ii) that the Town
retains the right to rescind such notice at any time on or prior to the scheduled redemption date if
the Town delivers a certificate of the Town to the Paying Agent/Registrar instructing the Paying
Agent/Registrar to rescind the redemption notice and such notice and redemption shall be of no
effect if such moneys and/or authorized securities are not so deposited or if the notice is
rescinded. The Paying Agent/Registrar shall give prompt notice of any such rescission of a
conditional notice of redemption to the affected Owners. Any Bonds subject to conditional
redemption and such redemption has been rescinded shall remain Outstanding and the rescission
of such redemption shall not constitute an event of default. Further, in the case of a conditional
notice of redemption, the failure of the Town to make moneys and or authorized securities
available in part or in whole on or before the redemption date shall not constitute an event of
default.
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Section 4.09. Lapse of Pa.�
Money set aside for the redemption of Bonds and remaining unclaimed by the Owners of
such Bonds shall be subject to the provisions of Section 3.03(� hereof.
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5.01. Appointment of Initial Pa_�g A en� isg trar.
The U.S. Bank, N.A., Dallas, Texas, is hereby appointed as the initial Paying
Agent/Registrar for the Bonds.
Section 5.02. Qualifications.
Each Paying Agent/Registrar shall be a commercial bank, a trust company organized
under the laws of the State of Texas, or other entity duly qualified and legally authorized to serve
as and perform the duties and services of paying agent and registrar for the Bonds.
Section 5.03. Maintainin�Pa,yin�A en_� t/Re isg trar.
(a) At all times while any of the Bonds are outstanding, the Town will maintain a
Paying Agent/Registrar that is qualified under Section 5.02 of this Ordinance. The Mayor is
hereby authorized and directed to execute an agreement with the Paying Agent/Registrar
specifying the duties and responsibilities of the Town and the Paying Agent/Registrar in
substantially the form presented at this meeting, such form of agreement being hereby approved.
The signature of the Mayor shall be attested by the Town Secretary of the Town.
(b) If the Paying Agent/Registrar resigns or otherwise ceases to serve as such, the
Town will promptly appoint a replacement.
Section 5.04. Termination.
The Town, upon not less than sixty (60) days' notice, reserves the right to terminate the
appointment of any Paying Agent/Registrar by delivering to the entity whose appointment is to
be terminated written notice of such termination.
Section 5.05. Notice of Chan�e to Owners.
Promptly upon each change in the entity serving as Paying Agent/Registrar, the Town
will cause notice of the change to be sent to each Owner by first class United States mail,
postage prepaid, at the address thereof in the Register, stating the effective date of the change
and the name and mailing address of the replacement Paying Agent/Registrar.
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Section 5.06. A�reement to Perform Duties and Functions.
By accepting the appointment as Paying Agent/Registrar and executing the Paying
Agent/Registrar Agreement, the Paying Agent/Registrar is deemed to have agreed to the
provisions of this Ordinance and that it will perform the duties and functions of Paying
Agent/Registrar prescribed thereby.
Section 5.07. Delivery of Records to Successor.
If a Paying Agent/Registrar is replaced, such Paying Agent/Registrar, promptly upon the
appointment of the successor, will deliver the Register (or a copy thereo� and all other pertinent
books and records relating to the Bonds to the successor Paying Agent/Registrar.
ARTICLE VI
FORM OF THE BONDS
Section 6.01. Form Generally.
(a) The Bonds, including the Registration Certificate of the Comptroller of Public
Accounts of the State of Texas, the Bond of the Paying Agent/Registrar, and the Assignment
form to appear on each of the Bonds, (i) shall be substantially in the form set forth in this Article,
with such appropriate insertions, omissions, substitutions, and other variations as are permitted
or required by this Ordinance, and (ii) may have such letters, numbers, or other marks of
identification (including identifying numbers and letters of the Committee on Uniform Securities
Identification Procedures of the American Bankers Association) and such legends and
endorsements (including any reproduction of an opinion of counsel) thereon as, consistently
herewith, may be determined by the Town or by the officers executing such Bonds, as evidenced
by their execution thereof.
(b) Any portion of the text of any Bonds may be set forth on the reverse side thereof,
with an appropriate reference thereto on the face of the Bonds.
(c) The definitive Bonds, if any, shall be typewritten, photocopied, printed,
lithographed, or engraved, and may be produced by any combination of these methods or
produced in any other similar manner, all as determined by the officers executing such Bonds, as
evidenced by their execution thereof.
(d) The Initial Bond submitted to the Attorney General of the State of Texas may be
typewritten and photocopied or otherwise reproduced.
Section 6.02. Form of the Bonds.
The form of the Bonds, including the form of the Registration Certificate of the
Comptroller of Public Accounts of the State of TeXas, the form of Certificate of the Paying
Agent/Registrar and the form of Assignment appearing on the Bonds, shall be substantially as
follows:
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(a) Form of Bond.
REGISTERED REGISTERED
No. $
United States of America
State of Texas
Counties of Tarrant and Denton
TOWN OF WESTLAKE, TEXAS
GENERAL OBLIGATION REFUNDING BOND
SERIES 2021
INTEREST RATE: MATURITY DATE: DELIVERY DATE: CUSIP NUMBER:
% February 15, September 23, 2021 _
The Town of Westlake (the "Town"), in the Counties of Tarrant and Denton, State of
Texas, for value received, hereby promises to pay to
or registered assigns, on the Maturity Date specified above, the sum of
DOLLARS
unless this Bond shall have been sooner called for redemption and the payment of the principal
hereof shall have been provided for, and to pay interest on such principal amount from the later
of Delivery Date specified above or the most recent interest payment date to which interest has
been paid or provided for until payment of such principal amount has been provided for, at the
per annum rate of interest specified above, computed on the basis of a 360-day year of twelve
30-day months, such interest to be paid semiannually on February 15 and August 15 of each
year, commencing February 15, 2022.
The principal of this Bond shall be payable without exchange or collection charges in
lawful money of the United States of America upon presentation and surrender of this Bond at
the designated office in Dallas, Texas, of U.S. Bank, N.A., as Paying Agent/Registrar (the
"Designated Payment/Transfer Office"), or, with respect to a successor paying agent/registrar, at
the Designated Payment/Transfer Office of such successor Paying Agent/Registrar. Interest on
this Bond is payable by check dated as of the interest payment date, and will be mailed by the
Paying Agent/Registrar to the registered owner at the address shown on the registration books
kept by the Paying Agent/Registrar or by such other customary banking arrangement acceptable
to the Paying Agent/Registrar and the registered owner; provided, however, such registered
owner shall bear all risk and expenses of such customary banking arrangement. At the option of
an Owner of at least $1,000,000 principal amount of the Bonds, interest may be paid by wire
transfer to the bank account of such Owner on file with the Paying Agent/Registrar. For the
purpose of the payment of interest on this Bond, the registered owner shall be the person in
whose name this Bond is registered at the close of business on the "Record Date," which shall be
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the last business day of the month next preceding such interest payment date; provided, however,
that in the event of nonpayment of interest on a scheduled payment date and for 30 days
thereafter, a new record date for such interest payment (a "Special Record Date") shall be
established by the Paying Agent/Registrar, if and when funds for the payment of such interest
have been received from the Town. Notice of the Special Record Date and of the scheduled
payment date of the past due interest (the "Special Payment Date," which date shall be 15 days
after the Special Record Date) shall be sent at least five business days prior to the Special Record
Date by United States mail, first class, postage prepaid, to the address of each Owner of a Bond
appearing on the books of the Paying Agent/Registrar at the close of business on the last business
day next preceding the date of mailing of such notice.
If the date for the payment of the principal of or interest on this Bond shall be a Saturday,
Sunday, legal holiday, or day on which banking institutions in the Town where the Designated
Payment/Transfer Office of the Paying Agent/Registrar is located are required or authorized by
law or executive order to close, the date for such payment shall be the next succeeding day that is
not a Saturday, Sunday, legal holiday, or day on which banking institutions are required or
authorized to close, and payment on such date shall have the same force and effect as if made on
the original date payment was due and no additional interest shall be due by reason of
nonpayment on the date on which such payment is otherwise stated to be due and payable.
This Bond is dated August 15, 2021 and is one of a series of fully registered bonds
specified in the title hereof issued in the aggregate principal amount of$ (herein
referred to as the `Bonds"), issued pursuant to a certain ordinance of the Town (the "Ordinance")
for the purpose of refunding a portion of the Town's outstanding debt and to pay the costs and
expenses associated with issuing the Bonds.
The Town has reserved the option to redeem the Bonds maturing on or after February 15,
2031, in whole or in part, before their respective scheduled maturity dates, on February 15, 2030,
or on any date thereafter, at a price equal to the principal amount of the Bonds so called for
redemption plus accrued interest to the date fixed for redemption. If less than all of the Bonds
are to be redeemed, the Town shall determine the maturity or maturities and the amounts thereof
to be redeemed and shall direct the Paying Agent/Registrar to call by lot or other customary
method that results in a random selection the Bonds, or portions thereof, within such maturity
and in such principal amounts, for redemption.
Notice of such redemption or redemptions shall be given by first class mail, postage
prepaid, not less than 30 days before the date fixed for redemption, to the registered owner of
each of the Bonds to be redeemed in whole or in part. Notice having been so given, the Bonds or
portions thereof designated for redemption shall become due and payable on the redemption date
specified in such notice; from and after such date, notwithstanding that any of the Bonds or
portions thereof so called for redemption shall not have been surrendered for payment, interest
on such Bonds or portions thereof shall cease to accrue.
The Town reserves the right to give notice of its election or direction to redeem Bonds
conditioned upon the occurrence of subsequent events. Such notice may state (i) that the
redemption is conditioned upon the deposit of moneys and/or authorized securities, in an amount
equal to the amount necessary to effect the redemption, with the Paying Agent/Registrar, or such
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other entity as may be authorized by law, no later than the redemption date, or (ii) that the Town
retains the right to rescind such notice at any time on or prior to the scheduled redemption date if
the Town delivers a certificate of the Town to the Paying Agent/Registrar instructing the Paying
Agent/Registrar to rescind the redemption notice and such notice and redemption shall be of no
effect if such moneys andlor authorized securities are not so deposited or if the notice is
rescinded. The Paying Agent/Registrar shall give prompt notice of any such rescission of a
conditional notice of redemption to the affected Owners. Any Bonds subject to conditional notice
of redemption and such redemption has been rescinded shall remain Outstanding and the
rescission of such redemption shall not constitute an event of default. Further, in the case of a
conditional redemption, the failure of the Town to make moneys and or authorized securities
available in part or in whole on or before the redemption date shall not constitute an event of
default.
As provided in the Ordinance, and subject to certain limitations therein set forth, this
Bond is transferable upon surrender of this Town for transfer at the Designated
Payment/Transfer Office of the Paying Agent/Registrar with such endorsement or other evidence
of transfer as is acceptable to the Paying Agent/Registrar; thereupon, one or more new fully
registered Bonds of the same stated maturity, of authorized denominations, bearing the same rate
of interest, and for the same aggregate principal amount will be issued to the designated
transferee or transferees.
Neither the Town nor the Paying Agent/Registrar shall be required to issue, transfer or
exchange any Bond called for redemption where such redemption is scheduled to occur within
45 calendar days of the date fixed for redemption; provided, however, such limitation shall not
be applicable to an exchange by the registered owner of the uncalled principal balance of a Bond.
The Town, the Paying Agent/Registrar, and any other person may treat the person in
whose name this Bond is registered as the owner hereof for the purpose of receiving payment as
herein provided(except interest shall be paid to the person in whose name this Bond is registered
on the Record Date, or the Special Record Date, as applicable) and for all other purposes,
whether or not this Bond be overdue, and neither the Town nor the Paying Agent/Registrar shall
be affected by notice to the contrary.
IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Bond and the
series of which it is a part is duly authorized by law, and has been authorized by a vote of the
properly qualified electors of the Town; that all acts, conditions and things required to be done
precedent to and in the issuance of the Bonds have been properly done and performed and have
happened in regular and due time, form and manner, as required by law; and that ad valorem
taxes upon all taxable property in the Town have been levied for and pledged to the payment of
the debt service requirements of the Bonds, within the limit prescribed by law; and that the total
indebtedness of the Town, including the Bonds, does not exceed any constitutional or statutory
limitation.
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IN WITNESS WHEREOF, the Town has caused this Bond to be executed by the manual
or facsimile signature of the Mayor of the Town and countersigned by the manual or facsimile
signature of the Town Secretary, and the official seal of the Town has been duly impressed or
placed in facsimile on this Bond.
Mayor, Town of Westlake, Texas
Town Secretary,
Town of Westlake, Texas
[SEAL]
(b) Form of Comptroller's Re,gistration Certificate. The following Comptroller's
Registration Certificate may be deleted from the definitive Bonds if such certificate on the Initial
Bond is fully executed.
OFFICE OF THE COMPTROLLER §
OF PUBLIC ACCOUNTS § REGISTER NO.
OF THE STATE OF TEXAS §
I hereby certify that there is on file and of record in my office a certificate of the Attorney
General of the State of Texas to the effect that this Bond has been examined by him as required
by law, that he finds that it has been issued in conformity with the Constitution and laws of the
State of Texas, and that it is a valid and binding obligation of the Town of Westlake, Texas; and
that this Bond has this day been registered by me.
Witness my hand and seal of office at Austin, Texas,
Comptroller of Public Accounts
of the State of Texas
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(c) Form of Certificate of Pa_�g A_en� t/Re istrar. The following Certificate of
Paying Agent/Registrar may be deleted from each Initial Bond if the Comptroller's Registration
Certificate appears thereon.
CERTIFICATE OF PAYING AGENT/REGISTRAR
The records of the Paying Agent/Registrar show that the Initial Bond of this series of
Bonds was approved by the Attorney General of the State of Texas and registered by the
Comptroller of Public Accounts of the State of Texas, and that this is one of the Bonds referred
to in the within-mentioned Ordinance.
U.S. BANK, N.A.,
as Paying Agent/Registrar
Dated: By:
Authorized Signatory
(d) Form of Assi ng ment.
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns, and transfers unto (print or
typewrite name, address and Zip Code of transferee):
(Social Security or other identifying number: ) the within Bond and all
rights hereunder and hereby irrevocably constitutes and appoints
attorney to transfer the within Bond on the books kept for registration hereof, with full power of
substitution in the premises.
Dated:
Signature Guaranteed By: NOTICE: The Signature on this Assignment
must correspond with the name of the
registered owner as it appears on the face of
the within Bond in every particular and must
be guaranteed in a manner acceptable to the
Authorized Signatory Paying Agent/Registrar.
(e) The Initial Bond shall be in the form set forth in subsections (a) through (d) of this
Section, except for the following alterations:
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(i) immediately under the name of the Bond, the headings "INTEREST
RATE," and "MATURITY DATE" shall both be completed with the words "As Shown
Below" and the words "CUSIP NO." shall be deleted;
(ii) in the first paragraph of the Bond, the words "on the Maturity Date
specified above, the sum of DOLLARS" shall be deleted and
the following will be inserted: "on the fifteenth day of February in the years, in the
principal installments and bearing interest at the per annum rates set forth in the
following schedule:
Year Principal Amount Interest Rate
(Information to be inserted from Section 3.02(c) hereo�.
(iii) the Initial Bond shall be numbered T-1.
Section 6.03. CUSIP Re�istration.
The Town may secure identification numbers through the CUSIP Service Bureau
managed by S & P Global IQ behalf of the American Bankers Association, and may authorize
the printing of such numbers on the face of the Bonds. It is expressly provided, however, that
the presence or absence of CUSIP numbers on the Bonds shall be of no significance or effect in
regard to the legality thereof and neither the Town nor the attorneys approving said Bonds as to
legality are to be held responsible for CUSIP numbers incorrectly printed on the Bonds.
Section 6.04. Le�al Opinion.
The approving legal opinion of Bracewell LLP, Bond Counsel, may be attached to or
printed on the reverse side of each Bond over the certification of the Town Secretary of the
Town, which may be executed in facsimile.
Section 6.05. Statement Insurance.
A statement relating to a municipal bond insurance policy, if any, to be issued for the
Bonds, may be printed on each Bond.
ARTICLE VII
SALE AND DELIVERY OF BONDS;
DEPOSIT OF PROCEEDS; FLOW OF FUNDS
Section 7.01. Sale of Bonds; Official Statement.
(a) The Bonds, having been duly advertised and offered for sale at competitive bid,
are hereby officially sold and awarded to (the "Purchaser") for a purchase
price equal to the principal amount thereof, plus a cash premium of$ , being the
bid which produced the lowest true interest cost to the Town. The Initial Bond shall be registered
in the name of the Purchaser or its designee.
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(b) The form and substance of the Preliminary Official Statement and any addenda,
supplement or amendment thereto, are hereby in all respects approved and adopted and is hereby
deemed final as of its date within the meaning and for the purposes of paragraph (b)(1) of Rule
15c2-12 under the Securities Exchange Act of 1934, as amended. The Mayor and Town
Secretary are hereby authorized and directed to cause to be prepared a final Official Statement
(the "Official StatemenY') incorporating applicable pricing information pertaining to the Bonds,
and to execute the same by manual or facsimile signature and deliver appropriate numbers of
executed copies thereof to the Purchaser. The Official Statement as thus approved and delivered,
with such appropriate variations as shall be approved by the Mayor and the Purchaser, may be
used by the Purchaser in the public offering and sale thereo£ The Town Secretary is hereby
authorized and directed to include and maintain a copy of the Official Statement and any
addenda, supplement or amendment thereto thus approved among the permanent records of this
meeting. The use and distribution of the Preliminary Official Statement, and the preliminary
public offering of the Bonds by the Purchaser, is hereby ratified, approved and confirmed.
(c) All officers of the Town are authorized to execute such documents, certificates
and receipts as they may deem appropriate in order to consummate the delivery of the Bonds in
accordance with the terms of sale therefor. Further, in connection with the submission of the
record of proceedings for the Bonds to the Attorney General of the State of Texas for
examination and approval of such Bonds, the appropriate officer of the Town is hereby
authorized and directed to issue a check of the Town payable to the Attorney General of the State
of Texas as a nonrefundable examination fee in the amount required by Chapter 1202, Texas
Government Code (such amount per series to be the lesser of(i) 1/lOth of 1% of the principal
amount of such series of the Bonds or(ii) $9,500.)
(d) The obligation of the Purchaser to accept delivery of the Bonds is subject to the
Purchaser being furnished with the final, approving opinion of Bracewell LLP, bond counsel for
the Town, which opinion shall be dated and delivered the Closing Date.
Section 7.02. Control and Delivery of Bonds.
(a) The Mayor of the Town is hereby authorized to have control of the Initial Bond
and all necessary records and proceedings pertaining thereto pending investigation, examination,
and approval of the Attorney General of the State of Texas, registration by the Comptroller of
Public Accounts of the State of Texas and registration with, and initial exchange or transfer by,
the Paying Agent/Registrar.
(b) After registration by the Comptroller of Public Accounts, delivery of the Bonds
shall be made to the Purchaser or a representative thereof under and subject to the general
supervision and direction of the Mayor, against receipt by the Town of all amounts due to the
Town under the terms of sale.
(c) In the event the Mayor or Town Secretary is absent or otherwise unable to execute
any document or take any action authorized herein, the Mayor Pro Tem and the Assistant Town
Secretary, respectively, shall be authorized to execute such documents and take such actions, and
the performance of such duties by the Mayor Pro Tem and the Assistant Town Secretary shall for
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the purposes of this Ordinance have the same force and effect as if such duties were performed
by the Mayor and Town Secretary, respectively.
ARTICLE VIII
CREATION OF FUNDS AND ACCOUNTS;
DEPOSIT OF PROCEEDS; INVESTMENTS
Section 8.01. Creation of Funds.
(a) The Town hereby establishes the following special funds or accounts:
(i) The Town of Westlake, Texas, General Obligation Refunding Bonds,
Series 2021, Interest and Sinking Fund
(b) This fund or account shall be maintained at an official depository of the Town.
Section 8.02. Interest and Sinkin� Fund.
(a) The taxes levied under Section 2.01 shall be deposited to the credit of the Interest
and Sinking Fund at such times and in such amounts as necessary for the timely payment of the
principal of and interest on the Bonds.
(b) If the amount of money in the Interest and Sinking Fund is at least equal to the
aggregate principal amount of the outstanding Bonds plus the aggregate amount of interest due
and that will become due and payable on such Bonds, no further deposits to that fund need be
made.
(c) Money on deposit in the Interest and Sinking Fund shall be used to pay the
principal of and interest on the Bonds as such become due and payable.
Section 8.03. Securitv of Funds.
All moneys on deposit in the funds referred to in this Ordinance shall be secured in the
manner and to the fullest extent required by the laws of the State of Texas for the security of
public funds, and moneys on deposit in such funds shall be used only for the purposes permitted
by this Ordinance.
Section 8.04. Deposit of Proceeds.
(a) Proceeds of the Bonds in the amount of$ , shall be deposited
with the paying agent/registrar for the Refunded Bonds pursuant to a deposit agreement, and, to
the extent not otherwise provided for, to pay all expenses arising in connection with the
refunding of the Refunded Bonds.
(b) The remaining proceeds of the Bonds shall be deposited to a special fund, such
moneys to be dedicated and used for paying the costs of issuance. Any amounts remaining after
the payment of the costs of issuance shall be deposited to the Interest and Sinking Fund.
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Section 8.05. Investments.
(a) Money in the Interest and Sinking Fund created by this Ordinance, at the option
of the Town, may be invested in such securities or obligations as permitted under applicable law.
(b) Any securities or obligations in which such money is so invested shall be kept and
held in trust for the benefit of the Owners and shall be sold and the proceeds of sale shall be
timely applied to the making of all payments required to be made from the fund from which the
investment was made.
Section 8.06. Investment Income.
(a) Interest and income derived from investment of the Interest and Sinking Fund be
credited to such fund.
(b) Interest and income derived from investment of the funds to be deposited pursuant
to Section 7.03(b) hereof shall be credited to the account where deposited until the acquisition or
construction of said projects is completed and thereafter, to the extent such interest and income
are present, such interest and income shall be deposited to the Interest and Sinking Fund.
ARTICLE IX
PARTICULAR REPRESENTATIONS AND COVENANTS
Section 9.01. Pavment of the Bonds.
On or before each Interest Payment Date for the Bonds and while any of the Bonds are
outstanding and unpaid, there shall be made available to the Paying Agent/Registrar, out of the
Interest and Sinking Fund, money sufficient to pay such interest on and principal of, redemption
premium, if any, and interest on the Bonds as will accrue or mature on the applicable Interest
Payment Date, maturity date and, if applicable, on a date of prior redemption.
Section 9.02. Other Representations and Covenants.
(a) The Town will faithfully perform, at all times, any and all covenants,
undertakings, stipulations, and provisions contained in this Ordinance and in each Bond; the
Town will promptly pay or cause to be paid the principal of, redemption premium, if any, and
interest on each Bond on the dates and at the places and manner prescribed in such Bond; and the
Town will, at the times and in the manner prescribed by this Ordinance, deposit or cause to be
deposited the amounts of money specified by this Ordinance.
(b) The Town is duly authorized under the laws of the State of Texas to issue the
Bonds; all action on its part for the creation and issuance of the Bonds has been duly and
effectively taken; and the Bonds in the hands of the Owners thereof are and will be valid and
enforceable obligations of the Town in accordance with their terms.
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Section 9.03. Federal Income Tax Matters.
(a) General. The Town covenants not to take any action or omit to take any action
that, if taken or omitted, would cause the interest on the Bonds to be includable in gross income
for federal income tax purposes. In furtherance thereof, the Town covenants to comply with
sections 103 and 141 through 150 of the Code and the provisions set forth in the Federal Tax
Certificate executed by the Town in connection with the Bonds.
(b) No Private Activity Bonds. The Town covenants that it will use the proceeds of
the Bonds (including investment income) and the property financed, directly or indirectly, with
such proceeds so that the Bonds will not be "private activity bonds" within the meaning of
section 141 of the Code. Furthermore, the Town will not take a deliberate action (as defined in
section 1.141-2(d)(3) of the Regulations) that causes the Bonds to be a "private activity bond"
unless it takes a remedial action permitted by section 1.141-12 of the Regulations.
(c) No Federal Guarantee. The Town covenants not to take any action or omit to take
any action that, if taken or omitted, would cause the Bonds to be "federally guaranteed" within
the meaning of section 149(b) of the Code, except as permitted by section 149(b)(3) of the Code.
(d) No Hed�e Bonds. The Town covenants not to take any action or omit to take
action that, if taken or omitted, would cause the Bonds to be "hedge bonds" within the meaning
of section 149(g) of the Code.
(e) No Arbitra�e. The Town covenants that it will make such use of the proceeds of
the Bonds (including investment income) and regulate the investment of such proceeds of the
Bonds so that the Bonds will not be "arbitrage bonds" within the meaning of section 148(a) of
the Code.
(� Required Rebate. The Town covenants that, if the Town does not qualify for an
exception to the requirements of section 148(� of the Code, the Town will comply with the
requirement that certain amounts earned by the Town on the investment of the gross proceeds of
the Bonds, be rebated to the United States.
(g) Information Reportin�. The Town covenants to file or cause to be filed with the
Secretary of the Treasury an information statement concerning the Bonds in accordance with
section 149(e) of the Code.
(h) Record Retention. The Town covenants to retain all material records relating to
the expenditure of the proceeds (including investment income) of the Refunded Bonds and the
Bonds and the use of the property financed, directly or indirectly, thereby until three years after
the last Bond is redeemed or paid at maturity (or such other period as provided by subsequent
guidance issued by the Department of the Treasury) in a manner that ensures their complete
access throughout such retention period.
(i) Registration. If the Bonds are "registration-required bonds" under section
149(a)(2) of the Code, the Bonds will be issued in registered form.
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(j) Favorable Opinion of Bond Counsel. Notwithstanding the foregoing, the Town
will not be required to comply with any of the federal tax covenants set forth above if the Town
has received an opinion of nationally recognized bond counsel that such noncompliance will not
adversely affect the excludability of interest on the Bonds from gross income for federal income
tax purposes.
(k) Continuin� Obli�ation. Notwithstanding any other provision of this Order, the
Town's obligations under the federal tax covenants set forth above will survive the defeasance
and discharge of the Bonds for as long as such matters are relevant to the excludability of interest
on the Bonds from gross income for federal income tax purposes.
(1) Qualified Tax-Exempt Obli at�. The Town hereby designates the Bonds as
"qualified tax-exempt obligations" for purposes of section 265(b) of the Code. In connection
therewith, the Town represents that (i) the aggregate amount of tax-exempt obligations
(including the Bonds) issued by the Town in the same calendar year as the Bonds that have been
designated as "qualified tax-exempt obligations" under section 265(b)(3) of the Code does not
exceed $10,000,000 and (ii) the reasonably anticipated amount of tax-exempt obligations
(including the Bonds) that will be issued by the Town in the same calendar year as the Bonds
will not exceed $10,000,000. The term "tax-exempt obligation" does not include (i) "private
activity bonds" within the meaning of section 141 of the Code, other than "qualified 501(c)(3)
bonds" within the meaning of section 145 of the Code or (ii) obligations issued to currently
refund any obligation to the extent that the amount of the refunding obligation does not exceed
the outstanding amount of the refunded obligation. In addition, the Town includes all entities
that are aggregated with the Town under the Code.
ARTICLE X
DEFAULT AND REMEDIES
Section 10.01. Events of Default.
Each of the following occurrences or events for the purpose of this Ordinance is hereby
declared to be an Event of Default:
(i) the failure to make payment of the principal of, redemption premium, if
any, or interest on any of the Bonds when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant,
agreement, or obligation of the Town, which default materially and adversely affects the
rights of the Owners, including but not limited to their prospect or ability to be repaid in
accordance with this Ordinance, and the continuation thereof for a period of sixty (60)
days after notice of such default is given by any Owner to the Town.
Section 10.02. Remedies for Default.
(a) Upon the happening of any Event of Default, then any Owner or an authorized
representative thereof, including but not limited to a trustee or trustees therefor, may proceed
against the Town for the purpose of protecting and enforcing the rights of the Owners under this
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Ordinance by mandamus or other suit, action or special proceeding in equity or at law in any
court of competent jurisdiction for any relief permitted by law, including the specific
performance of any covenant or agreement contained herein, or thereby to enjoin any act or thing
that may be unlawful or in violation of any right of the Owners hereunder or any combination of
such remedies.
(b) It is provided that all such proceedings shall be instituted and maintained for the
equal benefit of all Owners of Bonds then outstanding.
Section 10.03. Remedies Not Exclusive.
(a) No remedy herein conferred or reserved is intended to be exclusive of any other
available remedy, but each and every such remedy shall be cumulative and shall be in addition to
every other remedy given hereunder or under the Bonds or now or hereafter existing at law or in
equity; provided, however, that notwithstanding any other provision of this Ordinance, the right
to accelerate the debt evidenced by the Bonds shall not be available as a remedy under this
Ordinance.
(b) The exercise of any remedy herein conferred or reserved shall not be deemed a
waiver of any other available remedy.
ARTICLE XI
DISCHARGE
Section 11.01. Dischar�e.
The Bonds may be defeased, discharged or refunded in any manner permitted by
applicable law.
ARTICLE XII
CONTINUING DISCLOSURE UNDERTAKING
Section 12.01. Annual Reports.
(a) The Town shall provide annually to the MSRB, (1) within six months after the
end of each fiscal year of the Town, financial information and operating data with respect to the
Town of the general type included in the final Official Statement, being information described in
the Tables numbered 1 through 6 and 8 through 15, including financial statements of the Town if
audited financial statements of the Town are then available, and (2) if not provided as part such
financial information and operating data, audited financial statements of the Town, when and if
available. Any financial statements to be provided shall be (i) prepared in accordance with the
accounting principles appended to the Official Statement, or such other accounting principles as
the Town may be required to employ from time to time pursuant to state law or regulation, and
(ii) audited, if the Town commissions an audit of such financial statements and the audit is
completed within the period during which they must be provided. If the audit of such financial
statements is not complete within 12 months after any such fiscal year end, then the Town shall
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file unaudited financial statements within such 12-month period and audited financial statements
for the applicable fiscal year, when and if the audit report on such statements becomes available.
(b) If the Town changes its fiscal year, it will notify the MSRB of the change (and of
the date of the new fiscal year end) prior to the next date by which the Town otherwise would be
required to provide financial information and operating data pursuant to this Section.
(c) The financial information and operating data to be provided pursuant to this
Section may be set forth in full in one or more documents or may be included by specific
referenced to any document (including an official statement or other offering document, if it is
available from the MSRB) that theretofore has been provided to the MSRB or filed with the
SEC.
Section 12.02. Material Event Notices.
(a) The Town shall notify the MSRB, in a timely manner not in excess of ten (10)
Business Days after the occurrence of the event, of any of the following events with respect to
the Bonds:
(i) Principal and interest payment delinquencies;
(ii) Non-payment related defaults, if material;
(iii) Unscheduled draws on debt service reserves reflecting financial
difficulties;
(iv) Unscheduled draws on credit enhancements reflecting financial
difficulties;
(v) Substitution of credit or liquidity providers, or their failure to perform;
(vi) Adverse tax opinions, the issuance by the Internal Revenue Service of
proposed or final determinations of taxability, Notices of Proposed Issue (IRS Form
5701-TEB) or other material notices or determinations with respect to the tax status of the
Bonds, or other material events affecting the tax status of the Bonds;
(vii) Modifications to rights of holders of the Bonds, if material;
(viii) Bond calls, if material, and tender offers;
(ix) Defeasances;
(x) Release, substitution, or sale of property securing repayment of the Bonds,
if material;
(xi) Rating changes;
(xii) Bankruptcy, insolvency,receivership or similar event of the Town;
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(xiii) The consummation of a merger, consolidation, or acquisition involving the
Town or the sale of all or substantially all of the assets of the Town, other than in the
ordinary course of business, the entry into a definitive agreement to undertake such an
action or the termination of a definitive agreement relating to any such actions, other than
pursuant to its terms, if material; and
(xiv) Appointment of a successor Paying Agent/Registrar or change in the name
of the Paying Agent/Registrar, if material.
(xv) incurrence of a financial obligation of the Town, if material, or agreement
to covenants, events of default, remedies, priority rights, or other similar terms of a
financial obligation of the Town, any of which affect security holders, if material; and
(xvi) default, event of acceleration, termination event, modification of terms, or
other similar events under the terms of a financial obligation of the Town, any of which
reflect financial difficulties.
For these purposes, any event described in the immediately preceding clause (xii) is
considered to occur when any of the following occur: the appointment of a receiver, fiscal agent,
or similar officer for the Town in a proceeding under the United States Bankruptcy Code or in
any other proceeding under state or federal law in which a court or governmental authority has
assumed jurisdiction over substantially all of the assets or business of the Town, or if such
jurisdiction has been assumed by leaving the existing governing body and officials or officers in
possession but subject to the supervision and orders of a court or governmental authority, or the
entry of an order confirming a plan of reorganization, arrangement, or liquidation by a court or
governmental authority having supervision or jurisdiction over substantially all of the assets of
business of the Town; and the Town intends the words used in the immediately preceding
paragraphs (xv) and (xvi) and the definition of financial obligations in those sections to have the
same meanings as when they are used in rule and sec release no. 34-83885, dated August 20,
2018.
(b) The Town shall provide to the MSRB, in an electronic format as prescribed by the
MSRB, in a timely manner, notice of a failure by the Town to provide required annual financial
information and notices of material events in accordance with Sections 12.01 and 12.02. All
documents provided to the MSRB pursuant to this Section shall be accompanied by identifying
information as prescribed by the MSRB.
Section 12.03. Limitations, Disclaimers and Amendments.
(a) The Town shall be obligated to observe and perform the covenants specified in
this Article for so long as, but only for so long as, the Town remains an "obligated person" with
respect to the Bonds within the meaning of the Rule, except that the Town in any event will give
notice of any redemption calls and any defeasances that cause the Town to be no longer an
"obligated person."
(b) The provisions of this Article are for the sole benefit of the Owners and beneficial
owners of the Bonds, and nothing in this Article, express or implied, shall give any benefit or any
legal or equitable right, remedy, or claim hereunder to any other person. The Town undertakes
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to provide only the financial information, operating data, financial statements, and notices which
it has expressly agreed to provide pursuant to this Article and does not hereby undertake to
provide any other information that may be relevant or material to a complete presentation of the
Town's financial results, condition, or prospects or hereby undertake to update any information
provided in accordance with this Article or otherwise, except as expressly provided herein. The
Town does not make any representation or warranty concerning such information or its
usefulness to a decision to invest in or sell Bonds at any future date.
UNDER NO CIRCUMSTANCES SHALL THE TOWN BE LIABLE TO THE OWNER OR
BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN CONTRACT OR
TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY
THE TOWN, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS PART, OF ANY
COVENANT SPECIFIED IN THIS ARTICLE, BUT EVERY RIGHT AND REMEDY OF
ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF ANY SUCH
BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC
PERFORMANCE.
(c) No default by the Town in observing or performing its obligations under this
Article shall constitute a breach of or default under the Ordinance for purposes of any other
provisions of this Ordinance.
(d) Nothing in this Article is intended or shall act to disclaim, waive, or otherwise
limit the duties of the Town under federal and state securities laws.
(e) The provisions of this Article may be amended by the Town from time to time to
adapt to changed circumstances that arise from a change in legal requirements, a change in law,
or a change in the identity, nature, status, or type of operations of the Town, but only if(i) the
provisions of this Article, as so amended, would have permitted an underwriter to purchase or
sell Bonds in the primary offering of the Bonds in compliance with the Rule, taking into account
any amendments or interpretations of the Rule to the date of such amendment, as well as such
changed circumstances, and (ii) either (A) the Owners of a majority in aggregate principal
amount (or any greater amount required by any other provisions of this Ordinance that authorizes
such an amendment) of the Outstanding Bonds consent to such amendment or (B) an entity or
individual person that is unaffiliated with the Town (such as nationally recognized bond counsel)
determines that such amendment will not materially impair the interests of the Owners and
beneficial owners of the Bonds. If the Town so amends the provisions of this Article, it shall
include with any amended financial information or operating data next provided in accordance
with Section 12.01 an explanation, in narrative form, of the reasons for the amendment and of
the impact of any change in type of financial information or operating data so provide.
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ARTICLE XIII
AMENDMENTS
Section 13.01. Amendments.
This Ordinance shall constitute a contract with the Owners, be binding on the Town, and
shall not be amended or repealed by the Town so long as any Bond remains outstanding except
as permitted in this Section. The Town may, without consent of or notice to any Owners, from
time to time and at any time, amend this Ordinance in any manner not detrimental to the interests
of the Owners, including the curing of any ambiguity, inconsistency, or formal defect or
omission herein. In addition, the Town may, with the written consent of the Owners of the
Bonds holding a majority in aggregate principal amount of the Bonds then outstanding, amend,
add to, or rescind any of the provisions of this Ordinance; provided that, without the consent of
all Owners of outstanding Bonds, no such amendment, addition, or rescission shall (i) extend the
time or times of payment of the principal of and interest on the Bonds, reduce the principal
amount thereof, the redemption price, or the rate of interest thereon, or in any other way modify
the terms of payment of the principal of or interest on the Bonds, (ii) give any preference to any
Bond over any other Bond, or (iii) reduce the aggregate principal amount of Bonds required to be
held by Owners for consent to any such amendment, addition, or rescission.
ARTICLE XIV
MISCELLANEOUS
Section 14.01. Chan�es to Ordinance.
The Mayor and Director of Finance, in consultation with Bond Counsel, are hereby
authorized to make changes to the terms of this Ordinance if necessary or desirable to carry out
the purposes hereof or in connection with the approval of the issuance of the Bonds by the
Attorney General of Texas.
Section 14.02. Partial Invaliditv.
If any section, paragraph, clause or provision of this Ordinance shall for any reason be
held to be invalid or unenforceable, the invalidity or unenforceability of such section, paragraph,
clause or provision shall not affect any of the remaining provisions of the Ordinance.
Section 14.03. No Personal Liabilitv.
No recourse shall be had for payment of the principal of or interest on any Bonds or for
any claim based thereon, or on this Ordinance, against any official or employee of the Town or
any person executing any Bonds.
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ARTICLE XV
REDEMPTION OF REFUNDED OBLIGATIONS; DEPOSIT AGREEMENT;
Section 15.01. Payment of Pa_�g Agent•
Prior to the Closing Date, the Town shall ascertain from the paying agent for the
Refunded Bonds the amount of all future fees and expenses for its paying agent services with
respect to the Refunded Bonds. Concurrently with the sale and delivery of the Bonds, the Town
shall cause an amount sufficient to pay such future fees and expenses to be paid to each such
paying agent.
Section 15.02. Deposit Agreement.
The Deposit Agreement between the Town and the paying agent for the Refunded Bonds,
in substantially the form presented at this meeting, and its execution and delivery by the Mayor
is hereby authorized and approved. The signature of the Mayor shall be attested by the Town
Secretary.
Section 15.03. Pavment of Refunded Obli�ations; Redemption of Refunded Obli at�.
(a) Following the deposits as herein specified, the Refunded Bonds shall be payable
solely from and secured by the cash and securities on deposit with the paying agent for the
Refunded Bonds for the purpose of refunding the Refunded Bonds and shall cease to be payable
from ad valorem taxes, and firm banking and financial arrangements shall have been made for
the discharge and final payment or redemption of the Refunded Bonds pursuant to Chapter 1207.
The Refunded Bonds are hereby called for redemption prior to maturity on the dates and at the
redemption prices set forth in the Schedule I attached hereto. The Town Secretary hereby
authorized and directed to cause to be delivered to the paying agent/registrar for the Refunded
Bonds a certified copy of this Ordinance calling the Refunded Bonds for redemption. The
delivery of this Ordinance to the paying agent for the Refunded Bonds shall constitute the giving
of notice of redemption to the paying agent for the Refunded Bonds and such paying agent is
hereby authorized and directed to give notice of redemption to the owners of the Refunded
Bonds in accordance with the requirements of the ordinance authorizing the issuance thereof.
(b) The Reimbursement Obligation shall be paid in full and defeased with the
proceeds of the Bonds.
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ARTICLE XVI
EFFECTIVENESS
Section 16.01. Effectiveness.
This Ordinance shall take effect immediately from and after its passage.
APPROVED AND ADOPTED this August 23, 2021.
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SCHEDULE OF REFUNDED OBLIGATIONS
General Obligation Refunding Bonds, Series 2011
Principal Principal
Original Original Amount Amount
Dated Date Maturity Interest Rate Outstanding Refunded
12/1/2011 2/15/2022 3.000% $ 770,000 $ 770,000
2/15/2023 3.000% 790,000 790,000
2/15/2024 3.500% 820,000 820,000
2/15/2025 3.500% 260,000 260,000
2/15/2026 3.500% 260,000 260,000
2/15/2027 4.000% 275,000 275,000
2/15/2028 4.000% 290,000 290,000
$ 3,465,000 $ 3,465,000
The 2022-2028 maturities will be redeemed prior to original maturiry on September 28,2012 at par.
Combination Tax and Revenue Certificates of Obligation, Series 2011
Principal
Original Original Amount Principal Amount
Dated Date Maturity Interest Rate Outstanding Refunded
3/1/2011 2/15/2022 2.400% $ 96,000 $ 96,000
2/15/2023 2.400% 101,000 101,000
2/15/2024 2.400% 106,000 106,000
2/15/2025 2.400% 111,000 111,000
2/15/2026 2.400% 117,000 117,000
2/15/2027 2.400% 123,000 123,000
2/15/2028 2.400% 129,000 129,000
2/15/2029 2.400% 136,000 136,000
2/15/2030 2.400% 143,000 143,000
2/15/2031 2.400% 150,000 150,000
$ 1,212,000 $ 1,212,000
The 2022-2031 maturities will be redeemed prior to original maturity on September 28,2021 at par.
#8101998.2
Rating Action
S&P Global Ratings assigned its 'AAA'rating to Westlake, Texas' proposed$19.43 million series 2021
general obligation(GO)refunding bonds and proposed$3.4 million certificates of obligation. At the same
time, S&P Global Ratings has affirmed the `AAA' rating on Westlake's debt outstanding. The outlook on
all ratings is stable.
The bonds are secured by the town's direct and continuing annual ad valorem tax, levied within the limits
prescribed by law, on all taxable property within the town. The maximum allowable rate in Texas is $2.50
per$100 of assessed value(AV) for all purposes with the portion dedicated to debt service limited to
$1.50. The town's levy is well below the maximum, at 16.7 cents, 0.43 cents of which is for debt seroice.
We rate the bonds under our GO criteria because we do not differentiate between the town's limited- and
unlimited-tax pledges due to its tax rate flexibility, very strong liquidity, and high investment-grade debt.
Officials intend to use series 20121 bond proceeds to refund a portion of the town's existing debt(series
2011 GO and COs)for present value savings and the COs will be used to finance public works projects.
A limited pledge of net waterworks and sewer system revenue--not to exceed$1,000--further secures the
certificates. Given the limited nature of the additional pledged revenue, the ratings on these obligations
reflect the strength of the town's ad valorem tax pledge.
Westlake's GO debt is eligible to be rated above the sovereign because we assess the town can maintain
better credit characteristics than the U.S. in a stress scenario. Under our criteria"Ratings Above the
Sovereign--Corporate and Government Ratings: Methodology And Assumptions" (published Nov.
19, 2013),U.S. local governments are considered to have moderate sensitivity to country risk. The town's
GO pledge is the primary source of security on the debt; this severely limits the possibility of negative
sovereign intervention in the payment of the debt or in the town's operations. The institutional framework
in the U.S. is predictable for local governments, allowing them significant autonomy and independent
treasury management, and has no history of government intervention. Westlake has considerable financial
flexibility, as demonstrated by its very strong general fund balance as a percentage of expenditures, as
well as very strong liquidity.
Credit overview
The town of Westlake is favorably located northwest of Dallas,with both commercial and residential
developments contributing to a growing tax base,with 38% growth from fisca12020 to fisca12022. The
expectation is that the tax base will continue to grow with the completion of the mixed-use development,
Entrada,by an estimated$300 million, and with the development of the remaining 60% of the land.
Despite a reliance on sales tax revenues, the town has maintained very strong reserves and financial
performance,managing swings in revenues (both sales and hotel occupancy) during the pandemic,
reflective of good financial practices and policies. Offsetting these credit strengths, the town has an
elevated debt profile,but which we believe is affordable given the size of the tax base and expectation for
future growth and lack of near-term borrowing plans.
The rating reflects our opinion of the town's:
• Very strong economy, with access to a broad and diverse metropolitan statistical area(MSA);
• Strong management, with good financial policies and practices under our Financial Management
Assessment(FMA)methodology;
• Strong budgetary performance, closing with operating surpluses in the general fund and at the
total governmental fund level in fisca12020;
• Very strong budgetary flexibiliry, with a high available fund balance in fisca12020 of 166%of
operating expenditures;
• Very strong liquidity,with total government available cash at 100.6% of total governmental fund
expenditures and 8.Ox governmental debt service, and access to external liquidity we consider
strong;
• Very weak debt and contingent liability profile, with debt service carrying charges at 12.6% of
expenditures and net direct debt that is 208.1°/o of total governmental fund revenue; and
• Strong institutional framework score.
Environmental, social, and governance (ESG)factors
We analyzed the town's environmental, social, and governance risks relative to its economy,management,
financial measures, and debt and liability profile, and determined that all are in line with our view of the
sector standard.
Stable Outlook
Downside scenario
We could lower the rating if the town were to experience multi-year financial deterioration resulting in a
material reduction of available reserves, coupled with an elevated debt profile, and weakening economic
characteristics.
Very strong economy
We consider Westlake's economy very strong. The town,with an estimated population of 1,310, is located
in Denton and Tarrant counties in the Dallas-Fort Worth-Arlington MSA,which we consider to be broad
and diverse. The town has a projected per capita effective buying income of 271% of the national level,
which we view as extremely high, and a positive credit factor and per capita market value of$1.3 million.
Overall,the town's market value grew by 38.5%over the past year to $1.6 billion in 2021. The weight-
averaged unemployment rate of the counties was 7.3%in 2020.
Its favorable location among the three leading regional cities offers residents several employment
opportunities, including nearby Dallas-Fort Worth International Airport and Fort Worth's Alliance
Gateway Airport. The town's tax base, while predominantly residential, also has a significant commercial
base as well,making up approximately 51%, and 27%of 2021 assessed value,respectively.
According to representatives, the town has five residential developments with entitlements to
approximately 200 homes,with an expected price range of$2.5 million to $7 million. Overall, the
average house price in the town has increased from$.5 million in 2017 to $2 million. Additionally, the
town has a mixed-used development,Entrada,with 322 residential units with an estimated value of$1
million each and approximately one million square feet of commercial entitlement(retail,hotel, and
office spaces). The town's commercial presence includes major employers and taxpayers such as Deloitte
University, an international training facility for Deloitte; Fidelity; Charles Schwab corporate
headquarters,newly established in the last three years; and the Solana complex. The Solana mixed-use
complex contains several offices, eateries, and a hotel. Continued growth in these sectors has supported
significant cumulative AV growth over the last five years to $1.3 billion. We expect growth to continue as
the town has approximately 60%of land available for development.
Town officials attribute residential demand to the town's favorable location as well as the opening of a
local charter school, Westlake Academy,which is operated by the town's management and funded
through the town. The large commercial presence contributes to the town's concentrated tax base;
however, officials have no concerns with any of the town's leading taxpayers and employers.
Additionally, continued economic expansion has resulted in the improvement of tax base concentration
from 38%in fisca12017 to 31%in fisca12021. We anticipate further planned residential and commercial
construction to continue to support local tax base growth and further diversification over the next two
years.
Strong management
We view the town's management as strong,with good�nancial policies and practices under our FMA
methodology,indicating financial practices exist in most areas,but that government officials might not
formalize or monitor all of them regularly.
Highlights of the town's practices include its:
• Revenue and expenditure assumptions based, in part, on five years of historical trends and
estimates of the town's needs;
• Quarterly budget reports to the city council on a year-to-date comparison of the budget and
amendments performed as needed;
• Formal investment policy that management reviews annually with quarterly reports on investment
performance and holdings to the council;
• Formal long term financial plan and five-year forecast of revenue and expenditures across all
funds;
• Rolling five-year capital plan that identifies funding sources and uses; and
• Formal minimum general fund balance policy of maintaining 180 days' operating expenditures in
available fund balance,though preference is to hold 300 days.
The town currently lacks a comprehensive debt management policy.
Strong budgetary performance
Westlake's budgetary performance is strong in our opinion. The town had operating surpluses of 13.8% of
expenditures in the general fund and 4.0% across all governmental funds in fisca12020.
Our view of the town's budgetary performance includes adjustments made to account for recurring
transfers in and out in each of the last three audited years. In fisca12020,Westlake posted strong
operating results,with a$1.4 million general fund surplus. Sales tax is the town's leading revenue source
followed by franchise tax, accounting for 64% and 19% of general fund revenue,respectively. Property
taxes account for less than 1% of revenues in the general fund. Solid gains in year-over-year sales tax
collections in 2018 and 2019 have given way to fluctuations in more recent years. Management notes that
although sales tax,hotel occupancy tax, and user development fees were down, 8%, 57%, and 66%,
respectively, in 2020 due to the pandemic,property taxes increased 23% in the same period,partially
offsetting some losses. Management also notes that these fees are rebounding and improving consistently
in the current year.
The town conservatively budgeted for a total governmental deficit in fisca12021 due to the uncertainties
surrounding the pandemic However,the town's historical operational performance has demonstrated the
ability to exceed budgeted expectations and per the most recent budget report,the town is expecting a
modest surplus in the general fund at fiscal year-end.For fisca12022,the town is budgeted for a 6%
increase in revenues and 2%increase in expenditures, indicating another year of positive performance.
Based on the town's historical performance, rebounding revenue sources, and the addition of federal
stimulus funds,we expect the town's financial performance to remain consistent in the near term. Very
Strong budgetary flexibility
Westlake currently maintains available fund balances of more than 75% of expenditures,which we
believe to be exceptionaL Management has maintained available fund balances of more than 100% of
expenditures in each of the last three audited fiscal years. Officials are projecting the fund balance ratio
will remain more than 100%in fiscal years 2021 and 2022. Based on projections,we do not expect the
budgetary flexibility score to decrease below what we consider a very strong level. Flexibility is
additionally supported by the town's formal fund balance policy equal to a minimum of 180 days of
operating expenses.
Very strong liquidity
In our opinion, Westlake's liquidity is very strong,with total government available cash at lx of total
governmental fund expenditures and 8.Ox governmental debt service in 2020. In our view,the town has
strong access to external liquidity if necessary.
The town has demonstrated its access to external liquidity through its frequent debt issuance over the past
two decades. As of Sept. 30, 2020, investments were primarily held in mutual funds, with a small portion
in TexPool,the state's local government investment pool. We do not consider these investments to be
aggressive.
The town of Westlake has privately placed three series of debt totaling$5.2 million in debt. These series
include 2017 tax notes, series 2011 COs, and a capital lease. The legal documents for this debt include
standard events of default, and do not include acceleration of principal or default rates as remedies for
default. Therefore,we do not consider this debt to be a contingent liability risk.
Very weak debt and contingent liability profile
In our view, Westlake's debt and contingent liability profile is very weak. Total governmental fund debt
service is 12.6% of total governmental fund expenditures, and net direct debt is 208.1% of total
governmental fund revenue.
Following this issuance,the town will have approximately$49.8 million outstanding limited tax debt, The
town has no authorized but unissued debt after this issuance, and they do not have plans to get voter
authorization for additional debt at this time. Given the lack of near-term borrowing plans,we anticipate
the town debt profile to remain stable.
Pension and other post-employment benefits (OPEB)
We do not view pension and OPEB liabilities as a source of credit risk for the town, as required
contributions currently represent an affordable share of total governmental expenditures.
The town participates in:
• Texas Municipal Retirement System(TMRS): 84.9% funded with a net pension liability of$1.4
million as of Dec. 31,2019.
• Texas Retirement System(TRS): 75.5%funded with a net pension liability of$1.5 million as of
Dec. 31, 2019.
• The town also participates in the TMRS supplemental death benefits fund, offering term life
insurance to retirees. However,the town's participation in the plan is voluntary and can be
discontinued in any year at council discretion. Therefore,we do not view OPEB liabilities as a
credit risk.
• Texas Public School Retired Employees' Group Insurance program(TRS-Care),which provides
health insurance coverage to members of the TRS pension plan is 4.99% funded and the town has
a proportionate share of the net OPEB liabiliry of$2.3 million.
TMRS' and TRS' actuarially determined contributions fell short of our minimum funding progress (MFP)
metric. The MFP metric assesses whether the most recent employer and employee contributions cover
total service cost,plus unfunded interest cost,plus one-thirtieth of the principaL When MFP is achieved,
it indicates that an issuer has a strong funding discipline that aims to ensure timely progress on reducing
its plans'liabilities. The plans use certain assumptions that could increase contribution volatility,
including 6.75% and 7.25%discount rates,respectively,which we view as aggressive,though there are
other offsetting factors. For more information on pensions, see "Pension Spotlight: Texas,"published
Feb. 25, 2020. Despite the potential for contribution volatility, we expect strong reserves would allow the
town to absorb the increases with minimal disruption to financial performance in the near term.
Westlake's combined required pension and actual other postemployment benefit(OPEB) contributions
totaled 3.2% of total governmental fund expenditures in 2020. The town made its full required pension
contribution in 2020.
Strong institutional framework
The institutional framework score for Texas municipalities is strong.
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 23, 2021
TOPIC: Consider an ordinance authorizing the issuance of combination tax and
revenue Certificates of Obligation, series 2021; levying a tax, and
providing for the security for and payment of said certificates; awarding
the sale of the certificates; authorizing the execution and delivery of a
paying agent agreement; approving the official statement; enacting other
provisions relating to the subject; and declaring an effective date.
STAFF: Ginger Awtry, Finance Director
STRATEGIC ALIGNMENT
� i � . � . . , ; � • � i � �
High Quality Planning,Design&
Development-We are a desirable Increase
Transparent/Integriry- Municipal& Transparency,
driven Government Academic Operations �'ell planned,high-quality Accessibility&
community that is distinguished by Communications
exemplary design standards.
SUMMARY
As you will recall, Town staff presented the proposed a Certificate of Obligation bond
issuance that would be considered during the August 23`a Town Council meeting. The proposed
bond issuance would fund Capital Projects identified in the 2021-2025 CIP
The Town's current Adopted Capital Improvement Plan (2020-2024) was approved in
2019 with the Town Budget. The Capital Improvement Plan (CIP) presents the Town's plan for
infrastructure development and improvements and is evaluated annually by the Town leadership
to determine the financial availability of resources for design, construction, operations, and
maintenance. Balancing these priorities, while at the same time being cognizant of the fiscal
challenges of our Town, continues to be a priority for our staff team and elected officials. The CIP
provides a comprehensive plan of capital improvements that are to be undertaken by the Town
over the next five (5) years. Cost estimates and financing methods for the improvements are
included and are referenced by individual project. The development of the CIP is one of the more
complex and multi-faceted processes of the Town. Striking a balance between the needs and
interests of the residents and our financial capacity is a challenging proposition.
Page 1 of 3
The COVID pandemic outbreak last year impacted our CIP as we saw a decline in
revenues, constrained resource logistics, and a retriction of Town staff's interaction with
contractors. The CIP for the remainder of FY 2020 was significantly diminished and projects
listed for FY 2021 have been re-evaluated to consider funding options.
The FY 2021-2025 CIP presented at the June 17th Council/BOT retreat represents staff's
reassessment of the current CIP, future needs, and funding sources. The proposed CIP includes
approximately $3M for public infrastructure projects to be funded through the issuance of
Certificates of Obligation..
Prior to issuing debt,the Town's credit is rated by Standard&Poors. S&P Global Ratings
assigned its 'AAA' rating to Westlake, Texas' proposed series 2021 Certificates of Obligation. At
the same time, S&P Global Ratings has af�rmed the `AAA' rating on Westlake's debt outstanding.
The outlook on all ratings is stable. The S&P rating document(attached) states:
The rating reflects our opinion of the town's:
• ilery strong economy, with access to a broad and diverse metropolitan statistical
area (MSA);
• Strong management, with good financial policies and practices under our
Financial Management Assessment (FMA) methodology;
• Strong budgetary perfor-mance, closing with operating surpluses in the general
fund and at the total governmental fund level in fiscal 2020;
• Ve�y stNong budgetary flexibility, with a high available fund balance in fiscal
2020 of 166% of operating expenditures;
• T�ery strong liquidity, with total government available cash at 100.6% of total
governmental fund expenditures and 8.Ox governmental debt service, and access
to external liquidity we consider strong;
• T�ery weak debt and contingent liability profile, with debt service carrying
charges at 12.6% of expenditures and net direct debt that is 208.1% of total
governmental fund revenue;
• and Strong institutional framework score.
Based on the Town's certified tax rolls and staff's evaluation of the Town's ad valorem
revenue for the proposed FY 2022 budget, the proposed CIP debt could be absorbed in the current
ad valorem revenue, meaning the issusance would not require an increase to the ad valorem rate.
The estimated combined principal and interest required to pay the Certificates on time and
in full is estimated to be $4,131,000 and is based on an assumed interest rate of approximately
1.9%. The Certificates are anticipated to be sold with reoffering premium which will allow the
Town to receive the full $3.4 million in spendable proceeds. Bid final results wll be presented
during the August 23`a meeting. Market conditions affecting interest rates vary based on a number
of factors beyond the control of the Town,and the Town cannot and does not guarantee a particular
interest rate associated with the Certificates. The aggregate principal amount outstanding of tax-
supported debt obligations of the Town is $31,684,000. Based on the Town's expectations, the
combined principal and interest required to pay all of the outstanding tax-supported debt
obligations of the Town on time and in full is $43,511,990.
Page 2 of 3
The proposed Ordinance will authorize the sale of Certificates of Obligation
COUNCIL ACTION/OPTIONS
Approve proposed Ordinance
Reject proposed Ordinance
STAFF RECOMMENDATION
Approval of proposed Ordinance
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $3,400,000 Funding Source: Bond Issuance
Contract: No Forms: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The prosed funding will provide improved regional mobility that will
provide improved traffic and pedestrian conditions for Academy families.
Comprehensive Plan: The proposed funding will provide infrastructure investment and re-
investment in the Town's regional mobility in conformance with the Comp Plan and Master
Thoroughfare and Trails Plan.
Cost Recovery Analysis: No fiscal impact
Traffic Impact: Traffic and pedestrian conditions would be improved through the reconstruction
of roads, installation of directional signage, and construction of trails.
ATTACHMENTS
Ordinance
S&P Rating
Page 3 of 3
ORDINANCE NO. 932
relating to
$
TOWN OF WESTLAKE, TEXAS
COMBINATION TAX AND REVENUE
CERTIFICATES OF OBLIGATION
SERIES 2021
Adopted: August 23, 2021
#8102476.1
TABLE OF CONTENTS
(continued)
Page
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section1.1. Definitions................................................................................................................2
Section1.2. Findings....................................................................................................................4
Section 1.3. Table of Contents, Titles, and Headings..................................................................4
Section1.4. Interpretation............................................................................................................4
ARTICLE II
SECURITY FOR THE CERTIFICATES; INTEREST AND SINKING FUND
Section 2.1. Payment of the Certificates......................................................................................5
Section 2.2. Interest and Sinking Fund........................................................................................6
ARTICLE III
AUTHORIZATION; GENERAL TERMS AND PROVISIONS REGARDING THE
CERTIFICATES
Section3.1. Authorization...........................................................................................................6
Section 3.2. Date, Denomination, Maturities, and Interest..........................................................7
Section 3.3. Medium, Method, and Place of Payment.................................................................8
Section 3.4. Execution and Registration of Certificates..............................................................9
Section3.5. Ownership................................................................................................................9
Section 3.6. Registration, Transfer, and Exchange....................................................................10
Section3.7. Cancellation...........................................................................................................10
Section 3.8. Temporary Certificates ..........................................................................................ll
Section 3.9. Replacement Certificates.......................................................................................11
Section 3.10. Book-Entry-Only System.......................................................................................12
Section 3.11. Successor Securities Depository; Transfer Outside Book-Entry-Only
System....................................................................................................................13
Section3.12. Payments to Cede & Co.........................................................................................13
ARTICLE IV
REDEMPTION OF CERTIFICATES BEFORE MATURITY
Section 4.1. Limitation on Redemption.....................................................................................14
Section 4.2. Optional Redemption.............................................................................................14
Section 4.3. Mandatory Sinking Fund Redemption...................................................................14
Section 4.4. Partial Redemption.................................................................................................15
Section 4.5. Notice of Redemption to Owners ..........................................................................16
Section 4.6. Payment Upon Redemption...................................................................................16
Section 4.7. Effect of Redemption.............................................................................................16
Section 4.8. Conditional Notice of Redemption........................................................................17
Section 4.9. Lapse of Payment...................................................................................................17
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#8102476.1
TABLE OF CONTENTS
(continued)
Page
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5.1. Appointment of Initial Paying Agent/Registrar.....................................................17
Section5.2. Qualifications.........................................................................................................17
Section 5.3. Maintaining Paying Agent/Registrar.....................................................................17
Section5.4. Termination............................................................................................................18
Section 5.5. Notice of Change to Owners..................................................................................18
Section 5.6. Agreement to Perform Duties and Functions.........................................................18
Section 5.7. Delivery of Records to Successor..........................................................................18
ARTICLE VI
FORM OF THE CERTIFICATES
Section6.1. Form Generally......................................................................................................18
Section 6.2. Form of the Certificates.........................................................................................19
Section 6.3. CUSIP Registration................................................................................................26
Section6.4. Legal Opinion........................................................................................................26
Section 6.5. Statement Insurance...............................................................................................26
ARTICLE VII
SALE AND DELIVERY OF CERTIFICATES; DEPOSIT OF PROCEEDS; FLOW
OF FUNDS
Section 7.1. Sale of Certificates; Official Statement.................................................................26
Section 7.2. Control and Delivery of Certificates......................................................................27
Section 7.3. Deposit of Proceeds ...............................................................................................28
ARTICLE VIII
INVESTMENTS
Section8.1. Investments............................................................................................................28
Section8.2. Investment Income.................................................................................................28
ARTICLE IX
PARTICULAR REPRESENTATIONS AND COVENANTS
Section 9.1. Payment of the Certificates....................................................................................28
Section 9.2. Other Representations and Covenants...................................................................29
Section 9.3. Federal Income Tax Matters..................................................................................29
ARTICLE X
DEFAULT AND REMEDIES
Section 10.1. Events of Default...................................................................................................31
Section 10.2. Remedies for Default.............................................................................................31
Section 10.3. Remedies Not Exclusive........................................................................................31
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#8102476.1
TABLE OF CONTENTS
(continued)
Page
ARTICLE XI
DISCHARGE
Section11.1. Discharge ...............................................................................................................32
ARTICLE XII
CONTINUING DISCLOSURE UNDERTAKING
Section12.1. Annual Reports ......................................................................................................32
Section 12.2. Material Event Notices ..........................................................................................32
Section 12.3. Limitations, Disclaimers and Amendments...........................................................34
ARTICLE XIII
AMENDMENTS
Section13.1. Amendments..........................................................................................................35
ARTICLE XIV
MISCELLANEOUS
Section 14.1. Changes to Ordinance............................................................................................35
Section14.2. Partial Invalidity.....................................................................................................36
Section 14.3. No Personal Liability.............................................................................................36
ARTICLE XV
EFFECTIVENESS
Section15.1. Effectiveness..........................................................................................................36
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#8102476.1
AN ORDINANCE AUTHORIZING THE ISSUANCE OF $
TOWN OF WESTLAKE, TEXAS, COMBINATION TAX AND REVENUE
CERTIFICATES OF OBLIGATION, SERIES 2021; LEVYING A TAX,
AND PROVIDING FOR THE SECURITY FOR AND PAYMENT OF SAID
CERTIFICATES; AWARDING THE SALE OF THE CERTIFICATES;
AUTHORIZING THE EXECUTION AND DELIVERY OF A PAYING
AGENT AGREEMENT; APPROVING THE OFFICIAL STATEMENT;
ENACTING OTHER PROVISIONS RELATING TO THE SUBJECT; AND
DECLARING AN EFFECTIVE DATE.
WHEREAS, under the provisions of the Texas Local Government Code, Chapter 271,
Subchapter C, as amended, the Town of Westlake, Texas (the "Town"), is authorized to issue
certificates of obligation for the purposes specified in this Ordinance and for the payment of all or
a portion of the contractual obligations for professional services, including that of engineers,
attorneys, and financial advisors in connection therewith, and to sell the same for cash as herein
provided; and
WHEREAS, the Town is authorized to provide that such obligations will be payable from
and secured by the levy of a direct and continuing ad valorem tax against all taxable property
within the Town, in combination with all or a part of certain revenues of the Town's municipal
drainage utility system (the "System") remaining after payment of any obligations of the Town
payable in whole or in part from a lien on or pledge of such revenues that would be superior to the
obligations to be authorized herein as authorized by Chapter 1502, Texas Government Code; and
WHEREAS, the Town Council has found and determined that it is necessary and in the
best interests of the Town and its citizens that it issue such certificates of obligation authorized by
this Ordinance; and
WHEREAS, pursuant to a resolution heretofore passed by this governing body, notice of
intention (the "Notice of Intention") to issue certificates of obligation of the Town payable as
provided in this Ordinance was published in a newspaper of general circulation in the Town in
accordance with the requirements of law, such certificates of obligation to be issued far the purpose
of paying contractual obligations to be incurred for the purposes set forth in Section 3.01 hereof;
and
WHEREAS, the Notice of Intention stated that the Town Council intended to pass an
ordinance authorizing the issuance of the Certificates at its Town Council meeting held on the date
of adoption of this Ordinance; and
WHEREAS, no petition of any kind has been filed with the Town Secretary, any member
of the Town Council or any other official of the Town,protesting the issuance of such certificates
of obligation; and
WHEREAS, this Town Council is now authorized and empowered to proceed with the
issuance of said certificates of obligation and to sell the same for cash; and
#8102476.1
WHEREAS, the meeting at which this Ordinance is considered is open to the public as
required by law, and public notice of the time, place, and purpose of said meeting was given as
required by Chapter 551, Texas Government Code, as amended; therefore,
BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, THAT:
ARTICLE I
DEFINITIONS AND OTHER PRELIMINARY MATTERS
Section 1.1. Definitions.
Unless otherwise expressly provided or unless the context clearly requires otherwise in this
Ordinance, the following terms shall have the meanings specified below:
`Business Day" means a day that is not a Saturday, Sunday, legal holiday or other day on
which banking institutions in the Town where the Designated Payment/Transfer Office is located
are required or authorized by law or executive order to close.
"Certificate"means any of the Certificates.
"Certificate Date" means the date designated as the initial date of the Certificates by
Section 3.02(a) of this Ordinance.
"Certificates" means the certificates of obligation authorized to be issued by Section 3.01
of this Ordinance and designated as "Town of Westlake, Texas, Combination Tax and Revenue
Certificates of Obligation, Series 2021.
"Closing Date" means the date of the initial delivery of and payment for the Certificates.
"Code" means the Internal Revenue Code of 1986, as amended, and, with respect to a
specific section thereof, such reference shall be deemed to include(a)the Regulations promulgated
under such section, (b) any successor provision of similar import hereafter enacted, (c) any
corresponding provision of any subsequent Internal Revenue Code, and (d) the Regulations
promulgated under the provisions described in (b) and(c).
"Designated Payment/Transfer Office" means (i) with respect to the initial Paying
Agent/Registrar named herein, its office in Dallas, Texas, or at such other location designated by
the Paying Agent/Registrar and (ii) with respect to any successor Paying Agent/Registrar, the
office of such successor designated and located as may be agreed upon by the Town and such
successor.
"DTC" means The Depository Trust Company of New York,New York, or any successor
securities depository.
"DTC Participant" means brokers and dealers, banks, trust companies, clearing
corporations and certain other organizations on whose behalf DTC was created to hold securities
to facilitate the clearance and settlement of securities transactions among DTC Participants.
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#8102476.1
"EMMA" means the Electronic Municipal Market Access System.
"Event of Default" means any event of default as defined in Section 10.01 of this
Ordinance.
"Financial Obligation" means a (a) debt obligation; (b) derivative instrument entered into
in connection with, or pledged as security or a source of payment for, an existing or planned debt
obligation; or (c) guarantee of a debt obligation or any such derivative instrument; provided that
"financial obligation" shall not include municipal securities (as defined in the Securities Exchange
Act of 1934, as amended) as to which a final official statement (as defined in the Rule) has been
provided to the MSRB consistent with the Rule.
"Fiscal Year"means such fiscal year as shall from time to time be set by the Town Council.
"Initial Certificate" means the initial certificate authorized by Section 3.04(d) of this
Ordinance.
"Interest and Sinking Fund" means the interest and sinking fund established by Section
2.02 of this Ordinance.
"Interest Payment Date"means the date or dates upon which interest on the Certificates is
scheduled to be paid until their respective dates of maturity or prior redemption, such dates being
February 15 and August 15 of each year commencing February 15, 2022.
"MSRB" means the Municipal Securities Rulemaking Board.
"Net Revenues"means the gross revenues of the System less the expenses of operation and
maintenance as said expenses are defined by Chapter 1502, Texas Government Code, as amended.
"Ordinance"means this Ordinance.
"Owner" means the person who is the registered owner of a Certificate or Certificates, as
shown in the Register.
"Paying Agent/Registrar"means initially U.S. Bank,N.A.,Dallas, Texas, or any successor
thereto as provided in this Ordinance.
"Prior Lien Bonds" means any and all bonds or other obligations of the Town presently
outstanding or that may be hereafter issued,payable from and secured by a first lien on and pledge
of the Net Revenues or by a lien on and pledge of the Net Revenues subordinate to a first lien and
pledge of such Net Revenues but superior to the lien and pledge of the Surplus Revenues made for
the Certificates.
"Record Date" means the fifteenth (15th) day of the month next preceding an Interest
Payment Date.
"Register" means the Register specified in Section 3.06(a) of this Ordinance.
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#8102476.1
"Regulations" means the applicable proposed, temporary or final Treasury Regulations
promulgated under the Code or, to the extent applicable to the Code, under the Internal Revenue
Code of 1954, as such regulations may be amended or supplemented from time to time.
"Representations Letter" means the Blanket Letter of Representations between the Town
and DTC.
"Rule" means SEC Rule 15c2-12, as amended from time to time.
"SEC" means the United States Securities and Exchange Commission.
"Special Payment Date"means the Special Payment Date prescribed by Section 3.03(b).
"Special Record Date"means the Special Record Date prescribed by Section 3.03(b).
"Surplus Revenues" means the revenues of the System remaining after payment of all
operation and maintenance expenses thereof, and all debt service, reserve, and other requirements
in connection with the Town's Prior Lien Bonds; provided, however, that the amount of such
Surplus Revenues pledged to the payment of the Certificates shall be limited to $1,000.
"System"as used in this Ordinance means the Town's water and wastewater utility system,
including all present and future additions, extensions, replacements, and improvements thereto.
"Town" means the Town of Westlake, Texas.
"Unclaimed Payments" means money deposited with the Paying Agent/Registrar for the
payment of principal of, redemption premium, if any, or interest on the Certificates as the same
come due and payable or money set aside for the payment of Certificates duly called for
redemption prior to maturity.
Section 1.2. Findin�s.
The declarations, determinations, and findings declared, made, and found in the preamble
to this Ordinance are hereby adopted,restated, and made a part of the operative provisions hereof.
Section 1.3. Table of Contents, Titles, and Headin�s.
The table of contents, titles, and headings of the Articles and Sections of this Ordinance
have been inserted for convenience of reference only and are not to be considered a part hereof
and shall not in any way modify or restrict any of the terms or provisions hereof and shall never
be considered or given any effect in construing this Ordinance or any provision hereof or in
ascertaining intent, if any question of intent should arise.
Section 1.4. Interpretation.
(a) Unless the context requires otherwise, words of the masculine gender shall be
construed to include correlative words of the feminine and neuter genders and vice versa, and
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#8102476.1
words of the singular number shall be construed to include correlative words of the plural number
and vice versa.
(b) This Ordinance and all the terms and provisions hereof shall be liberally construed
to effectuate the purposes set forth herein.
ARTICLE II
SECURITY FOR THE CERTIFICATES; INTEREST AND SINHING FUND
Section 2.1. Payment of the Certificates.
(a) Pursuant to the authority granted by the Texas Constitution and laws of the State of
Texas, there shall be levied and there is hereby levied for the current year and for each succeeding
year thereafter while any of the Certificates or any interest thereon is outstanding and unpaid, an
ad valorem tax on each one hundred dollars valuation of taxable property within the Town, at a
rate sufficient, within the limit prescribed by law, to pay the debt service requirements of the
Certificates, being (i) the interest on the Certificates, and (ii) a sinking fund for their redemption
at maturity or a sinking fund of two percent per annum (whichever amount is the greater), when
due and payable, full allowance being made for delinquencies and costs of collection.
(b) The ad valorem tax thus levied shall be assessed and collected each year against all
property appearing on the tax rolls of the Town most recently approved in accordance with law,
and the money thus collected shall be deposited as collected to the Interest and Sinking Fund.
(c) Said ad valorem tax, the collections therefrom, and all amounts on deposit in or
required hereby to be deposited to the Interest and Sinking Fund are hereby pledged and committed
irrevocably to the payment of the principal of and interest on the Certificates when and as due and
payable in accordance with their terms and this Ordinance.
(d) The amount of taxes to be provided annually for the payment of principal of and
interest on the Certificates shall be determined and accomplished in the following manner:
(i) The Town's annual budget shall reflect (i) the amount of debt service
requirements to become due on the Certificates in the next succeeding Fiscal Year of the
Town and (ii) the amount on deposit in the Interest and Sinking Fund, as of the date such
budget is prepared (after giving effect to any payments required to be made during the
remainder of the then current Fiscal Year), and (iii) the amount of Surplus Revenues
estimated and budgeted to be available for the payment of such debt service requirements
on the Certificates during the next succeeding Fiscal Year.
(ii) The amount required to be provided in the succeeding Fiscal Year of the
Town from ad valorem taxes shall be the amount, if any, the debt service requirements to
be paid on the Certificates in the neXt succeeding Fiscal Year of the Town exceeds the sum
of(i) the amount shown to be on deposit in the Interest and Sinking Fund (after giving
effect to any payments required to be made during the remainder of the then current Fiscal
Year) at the time the annual budget is prepared, and(ii) the Surplus Revenues shown to be
budgeted and available for payment of said debt service requirements.
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#8102476.1
(iii) Following the final approval of the annual budget of the Town, the
governing body of the Town shall,by ordinance, levy an ad valorem tax at a rate sufficient
to produce taxes in the amount determined in paragraph (ii) above, to be utilized for
purposes of paying the principal of and interest on the Certificates in the next succeeding
Fiscal Year of the Town.
(e) The Town hereby covenants and agrees that the Surplus Revenues are hereby
irrevocably pledged equally and ratably to the payment of the principal of, redemption premium,
if any, and interest on the Certificates, as the same become due.
(� If the liens and provisions of this Ordinance shall be released in a manner permitted
by Article XI hereof,then the collection of such ad valorem tax may be suspended or appropriately
reduced, as the facts may permit, and further deposits to the Interest and Sinking Fund may be
suspended or appropriately reduced, as the facts may permit. In determining the aggregate
principal amount of outstanding Certificates, there shall be subtracted the amount of any
Certificates that have been duly called for redemption and for which money has been deposited
with the Paying Agent/Registrar for such redemption.
Section 2.2. Interest and Sinkin� Fund.
(a) The Town hereby establishes a special fund or account to be designated the "Town
of Westlake, Texas, Combination Tax and Revenue Certificates of Obligation, Series 2021,
Interest and Sinking Fund" (the "Interest and Sinking Fund") said fund to be maintained at an
official depository bank of the Town separate and apart from all other funds and accounts of the
Town.
(b) Money on deposit in or required by this Ordinance to be deposited to the Interest
and Sinking Fund shall be used solely for the purpose of paying the interest on and principal of the
Certificates when and as due and payable in accordance with their terms and this Ordinance.
ARTICLE III
AUTHORIZATION; GENERAL TERMS AND PROVISIONS REGARDING THE
CERTIFICATES
Section 3.l. Authorization.
The Town's certificates of obligation to be designated "Town of Westlake, Texas,
Combination TaX and Revenue Certificates of Obligation, Series 2021" (the "Certificates"), are
hereby authorized to be issued and delivered in accordance with the Constitution and laws of the
State of TeXas, specifically Subchapter C, Chapter 271, Texas Local Government Code. The
Certificates shall be issued in the aggregate principal amount of $ for the
following purposes, to wit: (i) designing, developing, constructing and acquiring drainage
improvements and facilities within the Town, including the acquisition of land therefor; (ii)
designing, developing, constructing, improving and renovating Town parks, trails and recreation
facilities, including the acquisition of land therefor, (iii) designing, developing, constructing,
improving, extending, and expanding streets, thoroughfares, sidewalks, bridges, and other public
ways of the Town, including streetscaping, signage, streetlighting,right-of-way protection,utility
relocation, and related storm drainage improvements; and acquiring rights-of-way in connection
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therewith,(iv)designing, developing,constructing, and renovating Town cemetery improvements;
and (iv) professional services incurred in connection with items (i) through (iv) and to pay the
costs incurred in connection with the issuance of the Certificates.
Section 3.2. Date, Denomination, Maturities, and Interest.
(a) The Certificates shall be dated August 15, 202L The Certificates shall be in fully
registered form, without coupons, in the denomination of$5,000 or any integral multiple thereof
and shall be numbered separately from one upward, except the Initial Certificate, which shall be
numbered T-1.
(b) The Certificates shall mature on February 15 in the years and in the principal
amounts set forth in the following schedule:
$ Serial Certificates
Years Principal Amount Interest Rate
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
$ Term Certificates
Years Principal Amount Interest Rate
20
20
20
20
(c) Interest shall accrue and be paid on each Certificate respectively until its maturity
or prior redemption from the later of the Certificate Date or the most recent interest payment date
to which interest has been paid or provided for at the rates per annum for each maturity specified
in the schedule contained in subsection (b) above. Such interest shall be payable semiannually on
February 15 and August 15 of each year commencing February 15, 2022, and shall be computed
on the basis of a 360-day year of twelve 30-day months.
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Section 3.3. Medium, Method, and Place of Pa.�.
(a) The principal of, redemption premium, if any, and interest on the Certificates shall
be paid in lawful money of the United States of America.
(b) Interest on the Certificates shall be payable to the Owners as shown in the Register
at the close of business on the Record Date;provided, howeveN, in the event of nonpayment of
interest on a scheduled Interest Payment Date and for 30 days thereafter, a new record date for
such interest payment (a "Special Record Date") shall be established by the Paying
Agent/Registrar, if and when funds for the payment of such interest have been received from the
Town.Notice of the Special Record Date and of the scheduled payment date of the past due interest
(the "Special Payment Date," which shall be 15 days after the Special Record Date) shall be sent
at least five Business Days prior to the Special Record Date by United States mail, first class,
postage prepaid, to the address of each Owner of a Certificate appearing on the Register at the
close of business on the last Business Day next preceding the date of mailing of such notice.
(c) Interest shall be paid by check,dated as of and mailed on the Interest Payment Date,
and sent by the Paying Agent/Registrar to each Owner, first class United States mail, postage
prepaid, to the address of each Owner as it appears in the Register, or by such other customary
banking arrangement acceptable to the Paying Agent/Registrar and the Owner;provided,however,
that the Owner shall bear all risk and expense of such alternative banking arrangement. At the
option of an Owner of at least $1,000,000 principal amount of the Certificates, interest may be
paid by wire transfer to the bank account of such Owner on file with the Paying Agent/Registrar.
(d) The principal of each Certificate shall be paid to the Owner thereof on the due date,
whether at the maturity date or the date of prior redemption thereof upon presentation and
surrender of such Certificate at the Designated Payment/Transfer Office of the Paying
Agent/Registrar.
(e) If the date for the payment of the principal of or interest on the Certificates shall be
a Saturday, Sunday, legal holiday, or day on which banking institutions in the city where the
Designated Payment/Transfer Office of the paying Agent/Registrar is located are required or
authorized by law or executive order to close, then the date for such payment shall be the next
succeeding day which is not a Saturday, Sunday, legal holiday, or day on which banking
institutions are required or authorized to close, and payment on such date shall have the same force
and effect as if made on the original date payment was due and no additional interest shall be due
by reason of nonpayment on the date on which such payment is otherwise stated to be due and
payable.
(� Unclaimed Payments shall be segregated in a special escrow account and held in
trust, uninvested by the Paying Agent/Registrar, for the account of the Owners of the Certificates
to which the Unclaimed Payments pertain. Subject to Title 6 of the TeXas Property Code,
Unclaimed Payments remaining unclaimed by the Owners entitled thereto for three years after the
applicable payment or redemption date shall be applied to the next payment or payments on the
Certificates thereafter coming due and, to the extent any such money remains after the retirement
of all outstanding Certificates, shall be paid to the Town to be used for any lawful purpose.
Thereafter, neither the Town, the Paying Agent/Registrar, nor any other person shall be liable or
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responsible to any Owners of such Certificates for any further payment of such unclaimed moneys
or on account of any such Certificates, subject to Title 6 of the Texas Property Code.
Section 3.4. Execution and Registration of Certificates.
(a) The Certificates shall be executed on behalf of the Town by the Mayor and the
Town Secretary,by their manual or facsimile signatures, and the official seal of the Town shall be
impressed or placed in facsimile thereon. Such facsimile signatures on the Certificates shall have
the same effect as if each of the Certificates had been signed manually and in person by each of
said officers, and such facsimile seal on the Certificates shall have the same effect as if the official
seal of the Town had been manually impressed upon each of the Certificates.
(b) In the event that any officer of the Town whose manual or facsimile signature
appears on the Certificates ceases to be such officer before the authentication of such Certificates
or before the delivery thereof, such manual or facsimile signature nevertheless shall be valid and
sufficient for all purposes as if such officer had remained in such office.
(c) Except as provided below, no Certificate shall be valid or obligatory for any
purpose or be entitled to any security or benefit of this Ordinance unless and until there appears
thereon the Certificate of Paying Agent/Registrar substantially in the form provided herein, duly
authenticated by manual execution by an officer or duly authorized signatory of the Paying
Agent/Registrar. It shall not be required that the same officer or authorized signatory of the Paying
Agent/Registrar sign the Certificate of Paying Agent/Registrar on all of the Certificates. In lieu of
the executed Certificate of Paying Agent/Registrar described above, the Initial Certificate
delivered at the Closing Date shall have attached thereto the Comptroller's Registration Certificate
substantially in the form provided herein, manually executed by the Comptroller of Public
Accounts of the State of Texas,or by his duly authorized agent,which Certificate shall be evidence
that the Certificate has been duly approved by the Attorney General of the State of Texas, that it
is a valid and binding obligation of the Town, and that it has been registered by the Comptroller
of Public Accounts of the State of Texas.
(d) On the Closing Date, one initial Certificate (the "Initial Certificate") representing
the entire principal amount of all Certificates,payable in stated installments to the initial purchaser,
or its designee, executed by the Mayor and Town Secretary of the Town, approved by the Attorney
General, and registered and manually signed by the Comptroller of Public Accounts, will be
delivered to the initial purchaser or its designee. Upon payment for the Initial Certificate, the
Paying Agent/Registrar shall cancel the Initial Certificate and deliver to DTC on behalf of the
initial purchaser one registered definitive Certificate for each year of maturity of the Certificates
in the aggregate principal amount of all Certificates for such maturity, registered in the name of
Cede & Co., as nominee of DTC.
Section 3.5. Ownership.
(a) The Town, the Paying Agent/Registrar, and any other person may treat the person
in whose name any Certificate is registered as the absolute owner of such Certificate for the
purpose of making and receiving payment as herein provided (except interest shall be paid to the
person in whose name such Certificate is registered on the Recard Date ar Special Record Date,
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as applicable), and for all other purposes, whether or not such Certificate is overdue, and neither
the Town nor the Paying Agent/Registrar shall be bound by any notice or knowledge to the
contrary.
(b) All payments made to the Owner of a Certificate shall be valid and effectual and
shall discharge the liability of the Town and the Paying Agent/Registrar upon such Certificate to
the extent of the sums paid.
Section 3.6. Registration, Transfer, and Exchange.
(a) So long as any Certificates remain outstanding, the Town shall cause the Paying
Agent/Registrar to keep at the Designated Payment/Transfer Office a register (the "Register") in
which, subject to such reasonable regulations as it may prescribe, the Paying Agent/Registrar shall
provide for the registration and transfer of Certificates in accordance with this Ordinance.
(b) The ownership of a Certificate may be transferred only upon the presentation and
surrender of the Certificate at the Designated Payment/Transfer Office of the Paying
Agent/Registrar with such endorsement or other evidence of transfer as is acceptable to the Paying
Agent/Registrar. No transfer of any Certificate shall be effective until entered in the Register.
(c) The Certificates shall be exchangeable upon the presentation and surrender thereof
at the Designated Payment/Transfer Office of the Paying Agent/Registrar for a Certificate or
Certificates of the same maturity and interest rate and in a denomination or denominations of any
integral multiple of$5,000, and in an aggregate principal amount equal to the unpaid principal
amount of the Certificates presented for exchange. The Paying Agent/Registrar is hereby
authorized to authenticate and deliver Certificates exchanged for other Certificates in accordance
with this Section.
(d) Each exchange Certificate delivered by the Paying Agent/Registrar in accordance
with this Section shall constitute an original contractual obligation of the Town and shall be
entitled to the benefits and security of this Ordinance to the same extent as the Certificate or
Certificates in lieu of which such exchange Certificate is delivered.
(e) No service charge shall be made to the Owner for the initial registration, subsequent
transfer, or eXchange for a different denomination of any of the Certificates. The Paying
Agent/Registrar,however,may require the Owner to pay a sum sufficient to cover any tax or other
governmental charge that is authorized to be imposed in connection with the registration, transfer,
or exchange of a Certificate.
(� Neither the Town nor the Paying Agent/Registrar shall be required to issue,transfer
or exchange any Certificate called for redemption, in whole or in part, within 45 calendar days
prior to the date fixed for redemption;provided, however, such limitation shall not be applicable
to an exchange by the Owner of the uncalled principal balance of a Certificate.
Section 3.7. Cancellation.
All Certificates paid or redeemed before scheduled maturity in accordance with this
Ordinance, and all Certificates in lieu of which exchange Certificates ar replacement Certificates
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are authenticated and delivered in accordance with this Ordinance, shall be canceled and proper
records made regarding such payment, redemption, exchange, or replacement. The Paying
Agent/Registrar shall then return such canceled Certificates to the Town or may in accordance
with law dispose of such cancelled Certificates.
Section 3.8. Temporary Certificates.
(a) Following the delivery and registration of the Initial Certificate and pending the
preparation of definitive Certificates, the proper officers of the Town may execute and, upon the
Town's request, the Paying Agent/Registrar shall authenticate and deliver, one or more temporary
Certificates that are printed, lithographed, typewritten, mimeographed, or otherwise produced, in
any denomination, substantially of the tenor of the definitive Certificates in lieu of which they are
delivered, without coupons, and with such appropriate insertions, omissions, substitutions, and
other variations as the officers of the Town executing such temporary Certificates may determine,
as evidenced by their signing of such temporary Certificates.
(b) Until exchanged for Certificates in definitive form, such Certificates in temporary
form shall be entitled to the benefit and security of this Ordinance.
(c) The Town, without unreasonable delay, shall prepare, execute and deliver to the
Paying Agent/Registrar the Certificates in definitive form; thereupon, upon the presentation and
surrender of the Certificate or Certificates in temporary form to the Paying Agent/Registrar, the
Paying Agent/Registrar shall cancel the Certificates in temporary form and shall authenticate and
deliver in exchange therefor a Certificate or Certificates of the same maturity and series, in
definitive form, in the authorized denomination, and in the same aggregate principal amount, as
the Certificate or Certificates in temporary form surrendered. Such exchange shall be made without
the making of any charge therefor to any Owner.
Section 3.9. Replacement Certificates.
(a) Upon the presentation and surrender to the Paying Agent/Registrar of a mutilated
Certificate, the Paying Agent/Registrar shall authenticate and deliver in exchange therefor a
replacement Certificate of like tenor and principal amount, bearing a number not
contemporaneously outstanding. The Town or the Paying Agent/Registrar may require the Owner
of such Certificate to pay a sum sufficient to cover any tax or other governmental charge that is
authorized to be imposed in connection therewith and any other expenses connected therewith.
(b) In the event that any Certificate is lost, apparently destroyed or wrongfully taken,
the Paying Agent/ Registrar, pursuant to the applicable laws of the State of Texas and in the
absence of notice or knowledge that such Certificate has been acquired by a bona fide purchaser,
shall authenticate and deliver a replacement Certificate of like tenor and principal amount,bearing
a number not contemporaneously outstanding, provided that the Owner first complies with the
following requirements:
(i) furnishes to the Paying Agent/Registrar satisfactory evidence of his or her
ownership of and the circumstances of the loss, destruction, or theft of such Certificate;
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(ii) furnishes such security or indemnity as may be required by the Paying
Agent/Registrar to save it and the Town harmless;
(iii) pays all expenses and charges in connection therewith, including, but not
limited to, printing costs, legal fees, fees of the Paying Agent/Registrar, and any tax or
other governmental charge that is authorized to be imposed; and
(iv) satisfies any other reasonable requirements imposed by the Town and the
Paying Agent/Registrar.
(c) If, after the delivery of such replacement Certificate, a bona fide purchaser of the
original Certificate in lieu of which such replacement Certificate was issued presents for payment
such original Certificate, the Town and the Paying Agent/Registrar shall be entitled to recover
such replacement Certificate from the person to whom it was delivered or any person taking
therefrom, except a bona fide purchaser, and shall be entitled to recover upon the security or
indemnity provided therefor to the extent of any loss, damage, cost, or expense incurred by the
Town or the Paying Agent/Registrar in connection therewith.
(d) In the event that any such mutilated,lost,apparently destroyed,or wrongfully taken
Certificate has become or is about to become due and payable, the Paying Agent/Registrar, in its
discretion, instead of issuing a replacement Certificate,may pay such Certificate when it becomes
due and payable.
(e) Each replacement Certificate delivered in accordance with this Section shall
constitute an original additional contractual obligation of the Town and shall be entitled to the
benefits and security of this Ordinance to the same extent as the Certificate or Certificates in lieu
of which such replacement Certificate is delivered.
Section 3.10. Book-Entry-Onl�. s�.
(a) Notwithstanding any other provision hereof, upon initial issuance of the
Certificates, the Certificates shall be registered in the name of Cede & Co., as nominee of DTC.
The definitive Certificates shall be initially issued in the form of a single separate certificate for
each of the maturities thereof.
(b) With respect to Certificates registered in the name of Cede & Co., as nominee of
DTC, the Town and the Paying Agent/Registrar shall have no responsibility or obligation to any
DTC Participant or to any person on behalf of whom such a DTC Participant holds an interest in
the Certificates. Without limiting the immediately preceding sentence, the Town and the Paying
Agent/Registrar shall have no responsibility or obligation with respect to (i) the accuracy of the
records of DTC, Cede& Co. or any DTC Participant with respect to any ownership interest in the
Certificates, (ii) the delivery to any DTC Participant or any other person, other than an Owner, as
shown on the Register, of any notice with respect to the Certificates, including any notice of
redemption, or(iii)the payment to any DTC Participant or any other person, other than an Owner,
as shown in the Register of any amount with respect to principal of, premium, if any, or interest
on the Certificates. Notwithstanding any other provision of this Ordinance to the contrary, the
Town and the Paying Agent/Registrar shall be entitled to treat and consider the person in whose
name each Certificate is registered in the Register as the absolute owner of such Certificate for the
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purpose of payment of principal of, premium, if any, and interest on Certificates, for the purpose
of giving notices of redemption and other matters with respect to such Certificate, for the purpose
of registering transfer with respect to such Certificate, and for all other purposes whatsoever. The
Paying Agent/Registrar shall pay all principal of, premium, if any, and interest on the Certificates
only to or upon the order of the respective Owners as shown in the Register, as provided in this
Ordinance, or their respective attorneys duly authorized in writing, and all such payments shall be
valid and effective to fully satisfy and discharge the Town's obligations with respect to payment
of, premium, if any, and interest on the Certificates to the extent of the sum or sums so paid. No
person other than an Owner, as shown in the Register, shall receive a certificate evidencing the
obligation of the Town to make payments of amounts due pursuant to this Ordinance. Upon
delivery by DTC to the Paying Agent/Registrar of written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., the word "Cede & Co." in this
Ordinance shall refer to such new nominee of DTC.
(c) The Representations Letter previously executed and delivered by the Town, and
applicable to the Town's obligations delivered in book-entry-only form to DTC as securities
depository, is hereby ratified and approved for the Certificates.
Section 3.11. Successor Securities Depository; Transfer Outside Book-Entr_y-On1X
System.
In the event that the Town or the Paying Agent/Registrar determines that DTC is incapable
of discharging its responsibilities described herein and in the Representations Letter of the Town
to DTC, and that it is in the best interest of the Town and the beneficial owners of the Certificates
that they be able to obtain certificated Certificates, or in the event DTC discontinues the services
described herein, the Town shall (i) appoint a successor securities depository, qualified to act as
such under Section 17(a) of the Securities and Exchange Act of 1934, as amended, notify DTC
and DTC Participants of the appointment of such successor securities depository and transfer one
or more separate Certificates to such successor securities depository; or (ii) notify DTC and DTC
Participants of the availability through DTC of certificated Certificates and cause the Paying
Agent/Registrar to transfer one or more separate registered Certificates to DTC Participants having
Certificates credited to their DTC accounts. In such event, the Certificates shall no longer be
restricted to being registered in the Register in the name of Cede & Co., as nominee of DTC, but
may be registered in the name of the successor securities depository, or its nominee, or in whatever
name or names Owners transferring or exchanging Certificates shall designate, in accordance with
the provisions of this Ordinance.
Section 3.12. Pavments to Cede & Co.
Notwithstanding any other provision of this Ordinance to the contrary, so long as the
Certificates are registered in the name of Cede & Co., as nominee of DTC, all payments with
respect to principal of, premium, if any, and interest on such Certificates, and all notices with
respect to such Certificates shall be made and given, respectively, in the manner provided in the
Representations Letter of the Town to DTC.
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ARTICLE IV
REDEMPTION OF CERTIFICATES BEFORE MATURITY
Section 4.1. Limitation on Redemption.
The Certificates shall be subject to redemption before scheduled maturity only as provided
in this Article IV.
Section 4.2. O�tional Redemption.
(a) The Town reserves the option to redeem Certificates maturing on and after
February 15, 20 in whole or any part, before their respective scheduled maturity dates, on
February 15, 20 or on any date thereafter, such redemption date or dates to be fixed by the
Town, at a price equal to the principal amount of the Certificates called for redemption plus
accrued interest to the date fixed for redemption.
(b) If less than all of the Certificates are to be redeemed pursuant to an optional
redemption, the Town shall determine the maturity or maturities and the amounts thereof to be
redeemed and shall direct the Paying Agent/Registrar to call by lot the Certificates, or portions
thereof, within such maturity or maturities and in such principal amounts for redemption.
(c) The Town, at least 45 days before the redemption date,unless a shorter period shall
be satisfactory to the Paying Agent/Registrar, shall notify the Paying Agent/Registrar of such
redemption date and of the principal amount of Certificates to be redeemed.
Section 4.3. Mandatory Sinkin� Fund Redemption.
(a) The Certificates maturing on February 15, in the years 20_, 20_, 20_, 20_and
20_ (the "Term Certificates") are subject to scheduled mandatory redemption and will be
redeemed by the Town, in part at a price equal to the principal amount thereof, without premium,
plus accrued interest to the redemption date, out of moneys available for such purpose in the
Interest and Sinking Fund, on the dates and in the respective principal amounts as set forth below.
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
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$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
$ Term Certificates Maturin�February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
(b) At least forty-five (45) days prior to each scheduled mandatory redemption date,
the Paying Agent/Registrar shall select for redemption by lot, or by any other customary method
that results in a random selection, a principal amount of Term Certificates equal to the aggregate
principal amount of such Term Certificates to be redeemed, shall call such Term Certificates for
redemption on such scheduled mandatory redemption date, and shall give notice of such
redemption, as provided in Section 4.05.
(c) The principal amount of the Term Certificates required to be redeemed on any
redemption date pursuant to subparagraph (a) of this Section 4.03 shall be reduced, at the option
of the Town,by the principal amount of any Term Certificates which, at least 45 days prior to the
mandatory sinking fund redemption date (i) shall have been acquired by the Town at a price not
exceeding the principal amount of such Term Certificates plus accrued interest to the date of
purchase thereof, and delivered to the Paying Agent/Registrar for cancellation, or (ii) shall have
been redeemed pursuant to the optional redemption provisions hereof and not previously credited
to a mandatory sinking fund redemption.
Section 4.4. Partial Redemption.
(a) A portion of a single Certificate of a denomination greater than $5,000 may be
redeemed, but only in a principal amount equal to $5,000 or any integral multiple thereo£ If such
a Certificate is to be partially redeemed,the Paying Agent/Registrar shall treat each$5,000 portion
of the Certificate as though it were a single Certificate for purposes of selection for redemption.
(b) Upon surrender of any Certificate for redemption in part, the Paying
Agent/Registrar, in accordance with Section 3.06 of this Ordinance, shall authenticate and deliver
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an exchange Certificate or Certificates in an aggregate principal amount equal to the unredeemed
portion of the Certificate so surrendered, such exchange being without charge.
(c) The Paying Agent/Registrar shall promptly notify the Town in writing of the
principal amount to be redeemed of any Certificate as to which only a portion thereof is to be
redeemed.
Section 4.5. Notice of Redemption to Owners.
(a) The Paying Agent/Registrar shall give notice of any redemption of Certificates by
sending notice by first class United States mail, postage prepaid, not less than 30 days before the
date fixed for redemption, to the Owner of each Certificate (or part thereo�to be redeemed, at the
address shown on the Register at the close of business on the Business Day next preceding the date
of mailing such notice.
(b) The notice shall state the redemption date, the redemption price, the place at which
the Certificates are to be surrendered for payment, and, if less than all the Certificates outstanding
are to be redeemed, an identification of the Certificates or portions thereof to be redeemed.
(c) Any notice given as provided in this Section shall be conclusively presumed to have
been duly given, whether or not the Owner receives such notice.
Section 4.6. Payment Upon Redemption.
(a) Before or on each redemption date, the Town shall deposit with the Paying
Agent/Registrar money sufficient to pay all amounts due on the redemption date and the Paying
Agent/Registrar shall make provision for the payment of the Certificates to be redeemed on such
date by setting aside and holding in trust such amounts as are received by the Paying
Agent/Registrar from the Town and shall use such funds solely for the purpose of paying the
principal of,redemption premium,if any, and accrued interest on the Certificates being redeemed.
(b) Upon presentation and surrender of any Certificate called for redemption at the
Designated Payment/Transfer Office of the Paying Agent/Registrar on or after the date fixed for
redemption, the Paying Agent/Registrar shall pay the principal of, redemption premium, if any,
and accrued interest on such Certificate to the date of redemption from the money set aside for
such purpose.
Section 4.7. Effect of Redemption.
(a) Notice of redemption having been given as provided in Section 4.05 of this
Ordinance,the Certificates or portions thereof called for redemption shall become due and payable
on the date fixed for redemption and, unless the Town defaults in its obligation to make provision
for the payment of the principal thereof, redemption premium, if any, or accrued interest thereon,
such Certificates or portions thereof shall cease to bear interest from and after the date fixed for
redemption, whether or not such Certificates are presented and surrendered for payment on such
date.
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(b) If the Town shall fail to make provision for payment of all sums due on a
redemption date, then any Certificate or portion thereof called for redemption shall continue to
bear interest at the rate stated on the Certificate until due provision is made for the payment of
same by the Town.
Section 4.8. Conditional Notice of Redemption.
The Town reserves the right to give notice of its election or direction to redeem Bonds
conditioned upon the occurrence of subsequent events. Such notice may state (i) that the
redemption is conditioned upon the deposit of moneys and/or authorized securities, in an amount
equal to the amount necessary to effect the redemption, with the Paying Agent/Registrar, or such
other entity as may be authorized by law, no later than the redemption date, or (ii) that the Town
retains the right to rescind such notice at any time on or prior to the scheduled redemption date if
the Town delivers a certificate of the Town to the Paying Agent/Registrar instructing the Paying
Agent/Registrar to rescind the redemption notice and such notice and redemption shall be of no
effect if such moneys and/or authorized securities are not so deposited or if the notice is rescinded.
The Paying Agent/Registrar shall give prompt notice of any such rescission of a conditional notice
of redemption to the affected Owners. Any Bonds subject to conditional redemption and such
redemption has been rescinded shall remain Outstanding and the rescission of such redemption
shall not constitute an event of default. Further, in the case of a conditional notice of redemption,
the failure of the Town to make moneys and or authorized securities available in part or in whole
on or before the redemption date shall not constitute an event of default.
Section 4.9. Lapse of Pa.�.
Money set aside for the redemption of Certificates and remaining unclaimed by the Owners
of such Certificates shall be subject to the provisions of Section 3.03(�hereof.
ARTICLE V
PAYING AGENT/REGISTRAR
Section 5.1. A�pointment of Initial Paving A eng t/Re i_� strar.
U.S. Bank, N.A., Dallas, Texas, is hereby appointed as the initial Paying Agent/Registrar
for the Certificates.
Section 5.2. Qualifications.
Each Paying Agent/Registrar shall be a commercial bank, a trust company organized under
the laws of the State of Texas, or other entity duly qualified and legally authorized to serve as and
perform the duties and services of paying agent and registrar for the Certificates.
Section 5.3. Maintainin�Pa�g A eg nt/Re ig strar.
(a) At all times while any of the Certificates are outstanding, the Town will maintain a
Paying Agent/Registrar that is qualified under Section 5.02 of this Ordinance. The Mayor is hereby
authorized and directed to execute an agreement with the Paying Agent/Registrar specifying the
duties and responsibilities of the Town and the Paying Agent/Registrar in substantially the form
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presented at this meeting, such form of agreement being hereby approved. The signature of the
Mayor shall be attested by the Town Secretary of the Town.
(b) If the Paying Agent/Registrar resigns or otherwise ceases to serve as such,the Town
will promptly appoint a replacement.
Section 5.4. Termination.
The Town, upon not less than sixty (60) days' notice, reserves the right to terminate the
appointment of any Paying Agent/Registrar by delivering to the entity whose appointment is to be
terminated written notice of such termination.
Section 5.5. Notice of Change to Owners.
Promptly upon each change in the entity serving as Paying Agent/Registrar, the Town will
cause notice of the change to be sent to each Owner by first class United States mail, postage
prepaid, at the address thereof in the Register, stating the effective date of the change and the name
and mailing address of the replacement Paying Agent/Registrar.
Section 5.6. A�reement to Perform Duties and Functions.
By accepting the appointment as Paying Agent/Registrar and executing the Paying
Agent/Registrar Agreement,the Paying Agent/Registrar is deemed to have agreed to the provisions
of this Ordinance and that it will perform the duties and functions of Paying Agent/Registrar
prescribed thereby.
Section 5.7. Delivery of Records to Successor.
If a Paying Agent/Registrar is replaced, such Paying Agent/Registrar, promptly upon the
appointment of the successor, will deliver the Register (or a copy thereo� and all other pertinent
books and records relating to the Certificates to the successor Paying Agent/Registrar.
ARTICLE VI
FORM OF THE CERTIFICATES
Section 6.1. Form Generally.
(a) The Certificates,including the Registration Certificate of the Comptroller of Public
Accounts of the State of Texas, the Certificate of the Paying Agent/Registrar, and the Assignment
form to appear on each of the Certificates, (i) shall be substantially in the form set forth in this
Article, with such appropriate insertions, omissions, substitutions, and other variations as are
permitted or required by this Ordinance, and (ii) may have such letters, numbers, or other marks
of identification (including identifying numbers and letters of the Committee on Uniform
Securities Identification Procedures of the American Bankers Association) and such legends and
endorsements (including any reproduction of an opinion of counsel) thereon as, consistently
herewith, may be determined by the Town or by the officers executing such Certificates, as
evidenced by their execution thereof.
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(b) Any portion of the text of any Certificates may be set forth on the reverse side
thereof, with an appropriate reference thereto on the face of the Certificates.
(c) The definitive Certificates, if any, shall be typewritten, photocopied, printed,
lithographed, or engraved, and may be produced by any combination of these methods or produced
in any other similar manner, all as determined by the officers executing such Certificates, as
evidenced by their execution thereof.
(d) The Initial Certificate submitted to the Attorney General of the State of Texas may
be typewritten and photocopied or otherwise reproduced.
Section 6.2. Form of the Certificates.
The form of the Certificates, including the form of the Registration Certificate of the
Comptroller of Public Accounts of the State of Texas, the form of Certificate of the Paying
Agent/Registrar and the form of Assignment appearing on the Certificates, shall be substantially
as follows:
(a) Form of Certificate.
REGISTERED No. REGISTERED $
United States of America
State of Texas
Counties of Tarrant and Denton
TOWN OF WESTLAKE, TEXAS
COMBINATION TAX AND REVENUE
CERTIFICATE OF OBLIGATION
SERIES 2021
INTEREST RATE: MATURITY DATE: DATED DATE: CUSIP NUMBER:
% February 15, , 2021 _
The Town of Westlake (the "Town"), in the Counties of Tarrant and Denton, State of
Texas, for value received, hereby promises to pay to
or registered assigns, on the Maturity Date specified above, the sum of
DOLLARS
unless this Certificate shall have been sooner called for redemption and the payment of the
principal hereof shall have been provided for, and to pay interest on such principal amount from
the later of Dated Date specified above or the most recent interest payment date to which interest
has been paid or provided for until payment of such principal amount has been provided for, at the
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per annum rate of interest specified above, computed on the basis of a 360-day year of twelve 30-
day months, such interest to be paid semiannually on February 15 and August 15 of each year,
commencing February 15, 2022.
The principal of this Certificate shall be payable without exchange or collection charges in
lawful money of the United States of America upon presentation and surrender of this Certificate
at the designated office in Dallas, Texas, of U.S. Bank, N.A., as Paying Agent/Registrar (the
"Designated Payment/Transfer Office"), or, with respect to a successor paying agent/registrar, at
the Designated Payment/Transfer Office of such successor Paying Agent/Registrar. Interest on this
Certificate is payable by check dated as of the interest payment date, and will be mailed by the
Paying Agent/Registrar to the registered owner at the address shown on the registration books kept
by the Paying Agent/Registrar or by such other customary banking arrangement acceptable to the
Paying Agent/Registrar and the registered owner;provided, however, such registered owner shall
bear all risk and expenses of such customary banking arrangement. At the option of an Owner of
at least $1,000,000 principal amount of the Certificates, interest may be paid by wire transfer to
the bank account of such Owner on file with the Paying Agent/Registrar. For the purpose of the
payment of interest on this Certificate,the registered owner shall be the person in whose name this
Certificate is registered at the close of business on the "Record Date,"which shall be the fifteenth
day of the month next preceding such interest payment date;provided, however, that in the event
of nonpayment of interest on a scheduled payment date and for 30 days thereafter, a new record
date for such interest payment (a "Special Record Date") shall be established by the Paying
Agent/Registrar, if and when funds far the payment of such interest have been received from the
Town.Notice of the Special Record Date and of the scheduled payment date of the past due interest
(the "Special Payment Date," which date shall be 15 days after the Special Record Date) shall be
sent at least five business days prior to the Special Record Date by United States mail, first class,
postage prepaid,to the address of each Owner of a Certificate appearing on the books of the Paying
Agent/Registrar at the close of business on the last business day next preceding the date of mailing
of such notice.
If the date for the payment of the principal of or interest on this Certificate shall be a
Saturday, Sunday, legal holiday, or day on which banking institutions in the city where the
Designated Payment/Transfer Office of the Paying Agent/Registrar is located are required or
authorized by law or executive order to close, the date for such payment shall be the next
succeeding day that is not a Saturday, Sunday, legal holiday, or day on which banking institutions
are required or authorized to close, and payment on such date shall have the same force and effect
as if made on the original date payment was due and no additional interest shall be due by reason
of nonpayment on the date on which such payment is otherwise stated to be due and payable.
This Certificate is one of a series of fully registered certificates specified in the title hereof
dated and issued in the aggregate principal amount of$
(herein referred to as the "Certificates"), issued pursuant to a certain ordinance of the Town (the
"Ordinance")for the purpose of paying contractual obligations to be incurred for authorized public
improvements (the"Project")as described in the Ordinance, and to pay the contractual obligations
for professional services of attorneys,financial advisors and other professionals in connection with
the Project and the issuance of the Certificates.
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The Certificates and the interest thereon are payable from the levy of a direct and
continuing ad valorem tax within the limits prescribed by law, against all taxable property in the
Town and from a pledge of certain Surplus Revenues (not to exceed$1,000) of the Town's water
and wastewater utility system, all as described and provided for in the Ordinance.
The Town has reserved the option to redeem the Certificates maturing on or after
February 15, 20_, in whole or in part, before their respective scheduled maturity dates, on
February 15, 20 , or on any date thereafter, at a price equal to the principal amount of the
Certificates so called for redemption plus accrued interest to the date fixed for redemption. If less
than all of the Certificates are to be redeemed,the Town shall determine the maturity or maturities
and the amounts thereof to be redeemed and shall direct the Paying Agent/Registrar to call by lot
or other customary method that results in a random selection the Certificates, or portions thereof,
within such maturity and in such principal amounts, for redemption.
The Certificates maturing February 15,in the years 20_,20_,20_,20_and 20 (the
"Term Certificates") are subject to scheduled mandatory redemption and will be redeemed by the
Town, in part at a price equal to the principal amount thereof, without premium, plus accrued
interest to the redemption date,out of moneys available for such purpose in the Interest and Sinking
Fund, on the dates and in the respective principal amounts as set forth below.
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20
February 15, 20_*
*maturity
$ Term Certificates Maturin�February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
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*maturity
$ Term Certificates Maturin� February 15, 20
Redemption Date Redemption Amount
February 15, 20_
February 15, 20_*
*maturity
At least forty-five(45)days prior to each scheduled mandatory redemption date,the Paying
Agent/Registrar shall select for redemption by lot, or by any other customary method that results
in a random selection, a principal amount of Term Certificates equal to the aggregate principal
amount of such Term Certificates to be redeemed, shall call such Term Certificates for redemption
on such scheduled mandatory redemption date, and shall give notice of such redemption, as
provided in the Ordinance.
In lieu of calling the Term Certificates described above, for mandatory redemption, the
Town reserves the right to purchase such Term Certificates at a price not exceeding the principal
amount thereof,plus accrued interest,with(a)moneys on deposit in the Interest and Sinking Fund
which are available for the mandatory redemption of such Term Certificates or (b) other lawfully
available funds.
Upon any such purchase in lieu of redemption, not less than five (5) days prior to a
mandatory redemption date, the Town shall deliver such Term Certificates to the Paying
Agent/Registrar prior to the selection of the Term Certificates for redemption and the principal
amount so delivered shall be credited against the amount required to be called for redemption in
that year.
Notice of such redemption or redemptions shall be given by first class mail, postage
prepaid,not less than 30 days before the date fixed for redemption,to the registered owner of each
of the Certificates to be redeemed in whole or in part.Notice having been so given,the Certificates
or portions thereof designated for redemption shall become due and payable on the redemption
date specified in such notice; from and after such date, notwithstanding that any of the Certificates
or portions thereof so called for redemption shall not have been surrendered for payment, interest
on such Certificates or portions thereof shall cease to accrue.
The Town reserves the right to give notice of its election or direction to redeem Certificates
conditioned upon the occurrence of subsequent events. Such notice may state (i) that the
redemption is conditioned upon the deposit of moneys and/or authorized securities, in an amount
equal to the amount necessary to effect the redemption, with the Paying Agent/Registrar, or such
other entity as may be authorized by law, no later than the redemption date, or (ii) that the Town
retains the right to rescind such notice at any time on or prior to the scheduled redemption date if
the Town delivers a certificate of the Town to the Paying Agent/Registrar instructing the Paying
Agent/Registrar to rescind the redemption notice and such notice and redemption shall be of no
effect if such moneys and/or authorized securities are not so deposited or if the notice is rescinded.
The Paying Agent/Registrar shall give prompt notice of any such rescission of a conditional notice
of redemption to the affected Owners. Any Certificates subj ect to conditional notice of redemption
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and such redemption has been rescinded shall remain Outstanding and the rescission of such
redemption shall not constitute an event of default. Further,in the case of a conditional redemption,
the failure of the Town to make moneys and or authorized securities available in part or in whole
on or before the redemption date shall not constitute an event of default.
As provided in the Ordinance, and subject to certain limitations therein set forth, this
Certificate is transferable upon surrender of this Town for transfer at the Designated
Payment/Transfer Office of the Paying Agent/Registrar with such endorsement or other evidence
of transfer as is acceptable to the Paying Agent/Registrar; thereupon, one or more new fully
registered Certificates of the same stated maturity, of authorized denominations, bearing the same
rate of interest, and for the same aggregate principal amount will be issued to the designated
transferee or transferees.
Neither the Town nor the Paying Agent/Registrar shall be required to issue, transfer or
exchange any Certificate called for redemption where such redemption is scheduled to occur
within 45 calendar days of the date fixed for redemption;provided, however, such limitation shall
not be applicable to an exchange by the registered owner of the uncalled principal balance of a
Certificate.
The Town,the Paying Agent/Registrar,and any other person may treat the person in whose
name this Certificate is registered as the owner hereof for the purpose of receiving payment as
herein provided (except interest shall be paid to the person in whose name this Certificate is
registered on the Record Date,or the Special Record Date,as applicable)and for all other purposes,
whether or not this Certificate be overdue, and neither the Town nor the Paying Agent/Registrar
shall be affected by notice to the contrary.
IT IS HEREBY CERTIFIED AND RECITED that the issuance of this Certificate and the
series of which it is a part is duly authorized by law; that all acts, conditions, and things to be done
precedent to and in the issuance of the Certificates have been properly done and performed and
have happened in regular and due time, form, and manner as required by law;that ad valorem taxes
upon all taxable property in the Town have been levied for and pledged to the payment of the debt
service requirements of the Certificates within the limit prescribed by law; that, in addition to said
taxes, further provisions have been made for the payment of the debt service requirements of the
Certificates from a pledge of a limited amount of the Surplus Revenues, as described in the
Ordinance, derived by the Town from the operation of the municipal drainage utility system in an
amount limited to $1,000, that when so collected, such taxes and Surplus Revenues shall be
appropriated to such purposes; and that the total indebtedness of the Town, including the
Certificates, does not exceed any constitutional or statutory limitation.
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IN WITNESS WHEREOF, the Town has caused this Certificate to be executed by the
manual or facsimile signature of the Mayor of the Town and countersigned by the manual or
facsimile signature of the Town Secretary, and the official seal of the Town has been duly
impressed or placed in facsimile on this Certificate.
Mayor, Town of Westlake, Texas
Town Secretary,
Town of Westlake, Texas
[SEAL]
(b) Form of Comptroller's Registration Certificate. The following Comptroller's
Registration Certificate may be deleted from the definitive Certificates if such certificate on the
Initial Certificate is fully executed.
OFFICE OF THE COMPTROLLER §
OF PUBLIC ACCOUNTS § REGISTER NO.
OF THE STATE OF TEXAS §
I hereby certify that there is on file and of record in my office a certificate of the Attorney
General of the State of Texas to the effect that this Certificate has been examined by him as
required by law, that he finds that it has been issued in conformity with the Constitution and laws
of the State of Texas, and that it is a valid and binding obligation of the Town of Westlake, Texas;
and that this Certificate has this day been registered by me.
Witness my hand and seal of office at Austin, Texas,
Comptroller of Public Accounts
of the State of Texas
(c) Form of Certificate of Paving A e� ig'strar. The following Certificate of Paying
Agent/Registrar may be deleted from each Initial Certificate if the Comptroller's Registration
Certificate appears thereon.
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CERTIFICATE OF PAYING AGENT/REGISTRAR
The records of the Paying Agent/Registrar show that the Initial Certificates of this series
of Certificates was approved by the Attorney General of the State of Texas and registered by the
Comptroller of Public Accounts of the State of Texas, and that this is one of the Certificates
referred to in the within-mentioned Ordinance.
�
as Paying Agent/Registrar
Dated: By:
Authorized Signatory
(d) Form of Assi n�.
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns, and transfers unto (print
or typewrite name, address and Zip Code of transferee):
(Social Security or other identifying number: ) the within Certificate and
all rights hereunder and hereby irrevocably constitutes and appoints
attorney to transfer the within Certificate on the books kept for registration hereof, with full power
of substitution in the premises.
Dated:
Signature Guaranteed By: NOTICE: The Signature on this Assignment
must correspond with the name of the
registered owner as it appears on the face of the
within Certificate in every particular and must
Authorized Signatory be guaranteed in a manner acceptable to the
Paying Agent/Registrar.
(e) The initial Certificate shall be in the form set forth in subsections (a)through(d) of
this Section, except for the following alterations:
(i) immediately under the name of the Certificate, the headings "INTEREST
RATE," and "MATURITY DATE" shall both be completed with the words "As Shown
Below" and the words "CUSIP NO." shall be deleted;
(ii) in the first paragraph of the Certificate, the words "on the Maturity Date
specified above, the sum of DOLLARS" shall be deleted and the
following will be inserted: "on the first day of September in the years, in the principal
installments and bearing interest at the per annum rates set forth in the following schedule:
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Years Principal Amount Interest Rate
(Information to be inserted from Section 3.02(c)hereo�.
(iii) the Initial Certificate shall be numbered T-1.
Section 6.3. CUSIP Re�istration.
The Town may secure identification numbers through the CUSIP Global Services,
managed by S&P Capital IQ on behalf of the American Bankers Association, and may authorize
the printing of such numbers on the face of the Certificates. It is expressly provided, however,that
the presence or absence of CUSIP numbers on the Certificates shall be of no significance or effect
in regard to the legality thereof and neither the Town nor the attorneys approving said Certificates
as to legality are to be held responsible for CUSIP numbers incorrectly printed on the Certificates.
Section 6.4. Le�al Opinion.
The approving legal opinion of Bracewell LLP, Bond Counsel, may be attached to or
printed on the reverse side of each Certificate over the certification of the Town Secretary of the
Town, which may be eXecuted in facsimile.
Section 6.5. Statement Insurance.
A statement relating to a municipal bond insurance policy, if any, to be issued for the
Certificates, may be printed on each Certificate.
ARTICLE VII
SALE AND DELIVERY OF CERTIFICATES; DEPOSIT OF PROCEEDS; FLOW OF
FUNDS
Section 7.L Sale of Certificates; Official Statement.
(a) The Certificates, having been duly advertised and offered for sale at competitive
bid, are hereby officially sold and awarded (the "Purchaser")
for a purchase price equal to the principal amount thereof plus accrued interest of
$ and a cash premium of$ ,being the bid which produced the
lowest true interest cost to the Town. The Initial Certificate shall be registered in the name of the
Purchaser or its designee.
(b) The form and substance of the Preliminary Official Statement and any addenda,
supplement or amendment thereto, are hereby in all respects approved and adopted and is hereby
deemed final as of its date within the meaning and for the purposes of paragraph (b)(1) of Rule
15c2-12 under the Securities Exchange Act of 1934, as amended. The Mayor and Town Secretary
are hereby authorized and directed to cause to be prepared a final Official Statement(the "Official
Statement") incorporating applicable pricing information pertaining to the Certificates, and to
execute the same by manual or facsimile signature and deliver appropriate numbers of executed
copies thereof to the Purchaser. The Official Statement as thus approved, executed and delivered,
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with such appropriate variations as shall be approved by the Mayor and the Purchaser, may be
used by the Purchaser in the public offering and sale thereo£ The Town Secretary is hereby
authorized and directed to include and maintain a copy of the Official Statement and any addenda,
supplement or amendment thereto thus approved among the permanent records of this meeting.
The use and distribution of the Preliminary Official Statement, and the preliminary public offering
of the Certificates by the Purchaser, is hereby ratified, approved and confirmed.
(c) All officers of the Town are authorized to execute such documents, certificates and
receipts as they may deem appropriate in order to consummate the delivery of the Certificates in
accordance with the terms of sale therefor including, without limitation, the Purchase Contract.
Further, in connection with the submission of the record of proceedings for the Certificates to the
Attorney General of the State of Texas for examination and approval of such Certificates, the
appropriate officer of the Town is hereby authorized and directed to issue a check of the Town
payable to the Attorney General of the State of Texas as a nonrefundable examination fee in the
amount required by Chapter 1202, Texas Government Code (such amount per series to be the
lesser of(i) 1/l Oth of 1% of the principal amount of such series of the Certificates or(ii) $9,500.)
(d) The obligation of the Purchaser to accept delivery of the Certificates is subject to
the Purchaser being furnished with the final, approving opinion of Bracewell LLP, bond counsel
for the Town, which opinion shall be dated and delivered the Closing Date.
(e) The Mayor is hereby authorized and directed to execute the contractual agreement
with Southwest Securities, Inc. setting forth such firm's responsibilities as financial advisor to the
Town,and the terms thereof in the form presented at this meeting is hereby approved and accepted.
Section 7.2. Control and Delivery of Certificates.
(a) The Mayor of the Town is hereby authorized to have control of the Initial
Certificate and all necessary records and proceedings pertaining thereto pending investigation,
examination, and approval of the Attorney General of the State of Texas, registration by the
Comptroller of Public Accounts of the State of TeXas and registration with, and initial exchange
or transfer by, the Paying Agent/Registrar.
(b) After registration by the Comptroller of Public Accounts, delivery of the
Certificates shall be made to the Underwriter or a representative thereof under and subject to the
general supervision and direction of the Mayor, against receipt by the Town of all amounts due to
the Town under the terms of sale.
(c) In the event the Mayor or Town Secretary is absent or otherwise unable to execute
any document or take any action authorized herein, the Mayor Pro Tem and the Assistant Town
Secretary, respectively, shall be authorized to execute such documents and take such actions, and
the performance of such duties by the Mayor Pro Tem and the Assistant Town Secretary shall for
the purposes of this Ordinance have the same force and effect as if such duties were performed by
the Mayor and Town Secretary, respectively.
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Section 7.3. Deposit of Proceeds.
(a) First: All amounts received on the Closing Date as accrued interest on the
Certificates from the Certificate Date to the Closing Date, shall be deposited to the Interest and
Sinking Fund.
(b) Second: Proceeds of the Certificates in the amount of$ (including
premium in the amount of $ shall be deposited to a special account of the
Town, such moneys to be dedicated and used solely for the purposes for which the Certificates are
being issued as herein provided in Section 3.01(i).
(c) Third: Premium received on the Certificates in the amount of$
shall be used to pay the cost of issuing the Certificates. To the extent any of such amount is not
used for such purposes, such excess shall be deposited to the Interest and Sinking Fund.
ARTICLE VIII
INVESTMENTS
Section 8.L Investments.
(a) Money in the Interest and Sinking Fund created by this Ordinance, at the option of
the Town, may be invested in such securities or obligations as permitted under applicable law.
(b) Any securities or obligations in which such money is so invested shall be kept and
held in trust for the benefit of the Owners and shall be sold and the proceeds of sale shall be timely
applied to the making of all payments required to be made from the fund from which the
investment was made.
Section 8.2. Investment Income.
(a) Interest and income derived from investment of the Interest and Sinking Fund be
credited to such fund.
(b) Interest and income derived from investment of the funds to be deposited pursuant
to Section 7.03(b) hereof shall be credited to the account where deposited until the acquisition or
construction of said projects is completed and thereafter,to the extent such interest and income are
present, such interest and income shall be deposited to the Interest and Sinking Fund.
ARTICLE IX
PARTICULAR REPRESENTATIONS AND COVENANTS
Section 9.1. Pavment of the Certificates.
On or before each Interest Payment Date for the Certificates and while any of the
Certificates are outstanding and unpaid, there shall be made available to the Paying
Agent/Registrar, out of the Interest and Sinking Fund,money sufficient to pay such interest on and
principal of,redemption premium, if any, and interest on the Certificates as will accrue or mature
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#8102476.1
on the applicable Interest Payment Date, maturity date and, if applicable, on a date of prior
redemption.
Section 9.2. Other Representations and Covenants.
(a) The Town will faithfully perform, at all times, any and all covenants,undertakings,
stipulations, and provisions contained in this Ordinance and in each Certificate; the Town will
promptly pay or cause to be paid the principal of,redemption premium, if any, and interest on each
Certificate on the dates and at the places and manner prescribed in such Certificate; and the Town
will, at the times and in the manner prescribed by this Ordinance, deposit or cause to be deposited
the amounts of money specified by this Ordinance.
(b) The Town is duly authorized under the laws of the State of Texas to issue the
Certificates; all action on its part for the creation and issuance of the Certificates has been duly
and effectively taken; and the Certificates in the hands of the Owners thereof are and will be valid
and enforceable obligations of the Town in accordance with their terms.
Section 9.3. Federal Income Tax Matters.
(a) GeneraL The Town covenants not to take any action or omit to take any action that,
if taken or omitted, would cause the interest on the Certificates to be includable in gross income
for federal income tax purposes. In furtherance thereof, the Town covenants to comply with
sections 103 and 141 through 150 of the Code and the provisions set forth in the Federal Tax
Certificate executed by the Town in connection with the Certificates.
(b) No Private Activitv Bonds. The Town covenants that it will use the proceeds of the
Certificates (including investment income) and the property financed, directly or indirectly, with
such proceeds so that the Certificates will not be "private activity bonds" within the meaning of
section 141 of the Code. Furthermore, the Town will not take a deliberate action (as defined in
section 1.141-2(d)(3)of the Regulations)that causes the Certificates to be a"private activity bond"
unless it takes a remedial action permitted by section 1.141-12 of the Regulations.
(c) No Federal Guarantee. The Town covenants not to take any action or omit to take
any action that, if taken or omitted, would cause the Certificates to be "federally guaranteed"
within the meaning of section 149(b) of the Code, except as permitted by section 149(b)(3) of the
Code.
(d) No Hedge Bonds. The Town covenants not to take any action or omit to take action
that, if taken or omitted, would cause the Certificates to be "hedge bonds" within the meaning of
section 149(g) of the Code.
(e) No Arbitra�e Bonds. The Town covenants that it will make such use of the proceeds
of the Certificates (including investment income) and regulate the investment of such proceeds of
the Certificates so that the Certificates will not be "arbitrage bonds"within the meaning of section
148(a) of the Code.
(� Required Rebate. The Town covenants that, if the Town does not qualify for an
exception to the requirements of section 148(� of the Code, the Town will comply with the
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requirement that certain amounts earned by the Town on the investment of the gross proceeds of
the Certificates, be rebated to the United States.
(g) Information Reportin�. The Town covenants to file or cause to be filed with the
Secretary of the Treasury an information statement concerning the Certificates in accordance with
section 149(e) of the Code.
(h) Record Retention. The Town covenants to retain all material records relating to the
expenditure of the proceeds (including investment income) the Certificates and the use of the
property financed, directly or indirectly, thereby until three years after the last Certificate is
redeemed or paid at maturity (or such other period as provided by subsequent guidance issued by
the Department of the Treasury) in a manner that ensures their complete access throughout such
retention period.
(i) Re,gistration. If the Certificates are "registration-required bonds" under section
149(a)(2) of the Code, the Certificates will be issued in registered form.
(j) Favorable Opinion of Bond CounseL Notwithstanding the foregoing,the Town will
not be required to comply with any of the federal tax covenants set forth above if the Town has
received an opinion of nationally recognized bond counsel that such noncompliance will not
adversely affect the excludability of interest on the Certificates from gross income for federal
income tax purposes.
(k) Continuin� Compliance. Notwithstanding any other provision of this Ordinance,
the Town's obligations under the federal tax covenants set forth above will survive the defeasance
and discharge of the Certificates for as long as such matters are relevant to the excludability of
interest on the Certificates from gross income for federal income tax purposes.
(1) Official Intent. For purposes of section 1.150-2(d) of the Regulations, to the extent
that an official intent to reimburse has not previously been adopted by the Town, this Ordinance
serves as the Town's official declaration of intent to use proceeds of the Certificates to reimburse
itself from proceeds of the Certificates issued in the maximum amount authorized by this
Ordinance for certain expenditures paid in connection with the projects set forth herein. Any such
reimbursement will only be made (i) for an original expenditure paid no earlier than 60 days prior
to the date hereof and (ii) not later than 18 months after the later of (A) the date the original
expenditure is paid or(B)the date the project to which such eXpenditure relates is placed in service
or abandoned, but in to event more than three years after the original expenditure is paid.
(m) Qualified Tax-EXempt Obli atg ions. The Town hereby designates the Certificates
as "qualified tax-exempt obligations" for purposes of section 265(b) of the Code. In connection
therewith, the Town represents that (i) the aggregate amount of tax-exempt obligations (including
the Certificates) issued by the Town in the same calendar year as the Bonds that have been
designated as "qualified taX-eXempt obligations" under section 265(b)(3) of the Code does not
exceed $10,000,000 and (ii) the reasonably anticipated amount of tax-exempt obligations
(including the Certificates) that will be issued by the Town in the same calendar year as the
Certificates will not exceed $10,000,000. The term "tax-exempt obligation" does not include (i)
"private activity bonds" within the meaning of section 141 of the Code, other than "qualified
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501(c)(3) bonds" within the meaning of section 145 of the Code or (ii) obligations issued to
currently refund any obligation to the extent that the amount of the refunding obligation does not
exceed the outstanding amount of the refunded obligation. In addition, the Town includes all
entities that are aggregated with the Town under the Code.
ARTICLE X
DEFAULT AND REMEDIES
Section 10.1. Events of Default.
Each of the following occurrences or events for the purpose of this Ordinance is hereby
declared to be an Event of Default:
(i) the failure to make payment of the principal of,redemption premium,if any,
or interest on any of the Certificates when the same becomes due and payable; or
(ii) default in the performance or observance of any other covenant, agreement,
or obligation of the Town, which default materially and adversely affects the rights of the
Owners, including but not limited to their prospect or ability to be repaid in accordance
with this Ordinance, and the continuation thereof for a period of sixty(60)days after notice
of such default is given by any Owner to the Town.
Section 10.2. Remedies for Default.
(a) Upon the happening of any Event of Default, then any Owner or an authorized
representative thereof, including but not limited to a trustee or trustees therefor, may proceed
against the Town for the purpose of protecting and enforcing the rights of the Owners under this
Ordinance by mandamus or other suit, action or special proceeding in equity or at law in any court
of competent jurisdiction for any relief permitted by law, including the specific performance of
any covenant or agreement contained herein, or thereby to enjoin any act or thing that may be
unlawful or in violation of any right of the Owners hereunder or any combination of such remedies.
(b) It is provided that all such proceedings shall be instituted and maintained for the
equal benefit of all Owners of Certificates then outstanding.
Section 10.3. Remedies Not Exclusive.
(a) No remedy herein conferred or reserved is intended to be exclusive of any other
available remedy, but each and every such remedy shall be cumulative and shall be in addition to
every other remedy given hereunder or under the Certificates or now or hereafter existing at law
or in equity;provided, however, that notwithstanding any other provision of this Ordinance, the
right to accelerate the debt evidenced by the Certificates shall not be available as a remedy under
this Ordinance.
(b) The exercise of any remedy herein conferred or reserved shall not be deemed a
waiver of any other available remedy.
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ARTICLE XI
DISCHARGE
Section 11.1. Dischar�e.
The Certificates may be defeased, discharged or refunded in any manner permitted by
applicable law.
ARTICLE XII
CONTINUING DISCLOSURE UNDERTAKING
Section 12.1. Annual Reports.
(a) The Town shall provide annually to the MSRB, (1) within six months after the end
of each fiscal year of the Town, financial information and operating data with respect to the Town
of the general type included in the final Official Statement,being information described in Tables
1-6 and 8-15, including financial statements of the Town if audited financial statements of the
Town are then available, and (2) if not provided as part such financial information and operating
data, audited financial statements of the Town within 12 months after the end of each fiscal year,
when and if available. Any financial statements so to be provided shall be (i) prepared in
accordance with the accounting principles prescribed by the Generally Accepted Accounting
Principles or such other accounting principles as the Town may be required to employ, from time
to time, by State law or regulation, and (ii) audited, if the Town commissions an audit of such
statements and the audit is completed within the period during which they must be provided. If the
audit of such financial statements is not complete within 12 months after any such fiscal year end,
then the Town shall file unaudited financial statements within such 12-month period and audited
financial statements for the applicable fiscal year, when and if the audit report on such statements
becomes available.
(b) If the Town changes its fiscal year, it will notify the MSRB of the change (and of
the date of the new fiscal year end)prior to the next date by which the Town otherwise would be
required to provide financial information and operating data pursuant to this Section.
(c) The financial information and operating data to be provided pursuant to this Section
may be set forth in full in oe or more documents or may be included by specific referenced to any
document (including an official statement or other offering document, if it is available from the
MSRB) that theretofore has been provided to the MSRB or filed with the SEC.
Section 12.2. Material Event Notices.
(a) The Town shall notify the MSRB, in a timely manner not in excess of ten (10)
Business Days after the occurrence of the event, of any of the following events with respect to the
Certificates:
(i) Principal and interest payment delinquencies;
(ii) Non-payment related defaults, if material;
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(iii) Unscheduled draws on debt service reserves reflecting financial difficulties;
(iv) Unscheduled draws on credit enhancements reflecting financial difficulties;
(v) Substitution of credit or liquidity providers, or their failure to perform;
(vi) Adverse tax opinions, the issuance by the Internal Revenue Service of
proposed or final determinations of taxability,Notices of Proposed Issue (IRS Form 5701-
TEB) or other material notices or determinations with respect to the tax status of the
Certificates, or other material events affecting the tax status of the Certificates;
(vii) Modifications to rights of holders of the Certificates, if material;
(viii) Certificate calls, if material, and tender offers;
(ix) Defeasances;
(x) Release, substitution, or sale of property securing repayment of the
Certificates, if material;
(xi) Rating changes;
(xii) Bankruptcy, insolvency, receivership or similar event of the Town;
(xiii) The consummation of a merger, consolidation, or acquisition involving the
Town or the sale of all or substantially all of the assets of the Town, other than in the
ordinary course of business, the entry into a definitive agreement to undertake such an
action or the termination of a definitive agreement relating to any such actions, other than
pursuant to its terms, if material; and
(xiv) Appointment of a successor Paying Agent/Registrar or change in the name
of the Paying Agent/Registrar, if material.
(xv) Incurrence of a Financial Obligation of the Town, if material, or agreement
to covenants, events of default, remedies, priority rights, or other similar terms of a
Financial Obligation of the Town, any of which affect security holders, if material;and
(xvi) Default, event of acceleration, termination event, modification of terms, or
other similar events under the terms of a Financial Obligation of the Town, any of which
reflect financial difficulties.
Any event described in (xii), is considered to occur when any of the following occur: the
appointment of a receiver, fiscal agent, or similar officer for an obligated person in a proceeding
under the U.S. Bankruptcy code or in any other proceeding under state or federal law in which a
court or governmental authority has assumed jurisdiction over substantially all of the assets or
business of the obligated person, or if such jurisdiction has been assumed by leaving the existing
governing body and officials or officers in possession but subject to the supervision and orders of
a court or governmental authority, or the entry of an order confirming a plan of reorganization,
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arrangement, or liquidation by a court or governmental authority having supervision or jurisdiction
over substantially all of the assets or business of the obligated person; and the Town intends the
words used in the immediately preceding paragraphs (xv) and(xvi) and the definition of financial
obligations in those sections to have the same meanings as when they are used in rule and sec
release no. 34-83885, dated August 20, 2018.
(b) The Town shall provide to the MSRB, in an electronic format as prescribed by the
MSRB, in a timely manner, notice of a failure by the Town to provide required annual financial
information and notices of material events in accordance with Sections 12.01 and 12.02. All
documents provided to the MSRB pursuant to this section shall be accompanied by identifying
information as prescribed by the MSRB.
Section 12.3. Limitations, Disclaimers and Amendments.
(a) The Town shall be obligated to observe and perform the covenants specified in this
Article for so long as,but only for so long as,the Town remains an"obligated person"with respect
to the Certificates within the meaning of the Rule, except that the Town in any event will give
notice of any redemption calls and any defeasances that cause the Town to be no longer an
"obligated person."
(b) The provisions of this Article are for the sole benefit of the Owners and beneficial
owners of the Certificates, and nothing in this Article, express or implied, shall give any benefit or
any legal or equitable right,remedy,or claim hereunder to any other person. The Town undertakes
to provide only the financial information, operating data, financial statements, and notices which
it has expressly agreed to provide pursuant to this Article and does not hereby undertake to provide
any other information that may be relevant or material to a complete presentation of the Town's
financial results, condition, or prospects or hereby undertake to update any information provided
in accordance with this Article or otherwise, except as expressly provided herein. The Town does
not make any representation or warranty concerning such information or its usefulness to a
decision to invest in or sell Certificates at any future date.
UNDER NO CIRCUMSTANCES SHALL THE TOWN BE LIABLE TO THE OWNER
OR BENEFICIAL OWNER OF ANY CERTIFICATE OR ANY OTHER PERSON, IN
CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR 1N PART FROM
ANY BREACH BY THE TOWN, WHETHER NEGLIGENT OR WITHOUT FAULT ON ITS
PART, OF ANY COVENANT SPECIFIED IN THIS ARTICLE, BUT EVERY RIGHT AND
REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF
ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR
SPECIFIC PERFORMANCE.
(c) No default by the Town in observing or performing its obligations under this Article
shall constitute a breach of or default under the Ordinance for purposes of any other provisions of
this Ordinance.
(d) Nothing in this Article is intended or shall act to disclaim,waive, or otherwise limit
the duties of the Town under federal and state securities laws.
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(e) The provisions of this Article may be amended by the Town from time to time to
adapt to changed circumstances that arise from a change in legal requirements, a change in law, or
a change in the identity, nature, status, or type of operations of the Town, but only if (i) the
provisions of this Article, as so amended, would have permitted an underwriter to purchase or sell
Certificates in the primary offering of the Certificates in compliance with the Rule, taking into
account any amendments or interpretations of the Rule to the date of such amendment, as well as
such changed circumstances, and (ii) either (A) the Owners of a majority in aggregate principal
amount (or any greater amount required by any other provisions of this Ordinance that authorizes
such an amendment) of the Outstanding Certificates consent to such amendment or (B) an entity
or individual person that is unaffiliated with the Town (such as nationally recognized bond
counsel) determines that such amendment will not materially impair the interests of the Owners
and beneficial owners of the Certificates. If the Town so amends the provisions of this Article, it
shall include with any amended financial information or operating data next provided in
accordance with Section 12.01 an explanation, in narrative form, of the reasons for the amendment
and of the impact of any change in type of financial information or operating data so provide.
ARTICLE XIII
AMENDMENTS
Section 13.1. Amendments.
This Ordinance shall constitute a contract with the Owners, be binding on the Town, and
shall not be amended or repealed by the Town so long as any Certificate remains outstanding
except as permitted in this Section. The Town may, without consent of or notice to any Owners,
from time to time and at any time, amend this Ordinance in any manner not detrimental to the
interests of the Owners, including the curing of any ambiguity, inconsistency, or formal defect or
omission herein. In addition, the Town may, with the written consent of the Owners of the
Certificates holding a majority in aggregate principal amount of the Certificates then outstanding,
amend, add to, or rescind any of the provisions of this Ordinance; provided that, without the
consent of all Owners of outstanding Certificates,no such amendment, addition,or rescission shall
(i) eXtend the time or times of payment of the principal of and interest on the Certificates, reduce
the principal amount thereof, the redemption price, or the rate of interest thereon, or in any other
way modify the terms of payment of the principal of or interest on the Certificates, (ii) give any
preference to any Certificate over any other Certificate, or (iii) reduce the aggregate principal
amount of Certificates required to be held by Owners for consent to any such amendment,addition,
or rescission.
ARTICLE XIV
MISCELLANEOUS
Section 14.1. Chan�es to Ordinance.
The Mayor and the Chief Financial Officer, in consultation with Bond Counsel, are hereby
authorized to make changes to the terms of this Ordinance if necessary or desirable to carry out
the purposes hereof or in connection with the approval of the issuance of the Certificates by the
Attorney General of Texas.
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Section 14.2. Partial Invalidity.
If any section,paragraph, clause or provision of this Ordinance shall for any reason be held
to be invalid or unenforceable,the invalidity or unenforceability of such section,paragraph, clause
or provision shall not affect any of the remaining provisions of the Ordinance.
Section 14.3. No Personal Liabilitv.
No recourse shall be had for payment of the principal of or interest on any Certificates or
for any claim based thereon, or on this Ordinance, against any official or employee of the Town
or any person executing any Certificates.
ARTICLE XV
EFFECTIVENESS
Section 15.1. Effectiveness.
This Ordinance shall take effect immediately from and after its passage.
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APPROVED AND ADOPTED this August 23, 2021.
, Mayor
Town of Westlake, Texas
[SEAL]
ATTEST:
Town Secretary
Town of Westlake, Texas
Signature Page for Ordinance
Series 2021 Combination Tax and Revenue Certificates of Obligation
#s1o2a�6.1
TOWN OF WESTLAKE
NOTICE OF INTENTION TO ISSUE CERTIFICATES OF OBLIGATION
NOTICE IS HEREBY GIVEN that the Town Council of the Town of Westlake, Texas (the
"Town"), will meet at the Town Council Chambers, 1500 Solana Boulevard
Building 7, Suite 7200 Westlake, TX 76262, at 5:00 p.m., on the 23rd day of August, 2021 (unless
alternative meeting arrangements are required to address public health concerns, which meeting
arrangements will be specified in the notice of such meeting posted in accordance with applicable
law), which is the time and place tentatively set for the passage of an ordinance and such other
action as may be deemed necessary to authorize the issuance of the Town's Combination Tax &
Revenue Certificates of Obligation, Series 2021 (the "Certificates"), in the maximum aggregate
principal amount not to exceed $3,400,000, payable from the levy of a direct and continuing ad
valorem tax against all taxable property within the Town sufficient to pay the interest on this series
of Certificates as due and to provide for the payment of the principal thereof as the same matures,
as authorized by Chapter 271, Subchapter C, Texas Local Government Code, as amended, and
from all or a part of the surplus revenues of the Town's water and wastewater revenue system,
such pledge of surplus revenues being limited to $1,000,bearing interest at any rate or rates not to
exceed the maximum interest rate autharized by law, as shall be determined within the discretion
of the Town Council of the Town at the time of issuance of the Certificates, and maturing over a
period not to exceed forty (40)years from the date of issuance, for the purposes of evidencing the
indebtedness of the Town for all or any part of the costs associated with(i) designing, developing,
constructing and acquiring drainage improvements and facilities within the Town, including the
acquisition of land therefor; (ii) designing, developing, constructing, improving and renovating
Town parks, trails and recreation facilities, including the acquisition of land therefor, (iii)
designing, developing, constructing, improving, extending, and expanding streets, thoroughfares,
sidewalks, bridges, and other public ways of the Town, including streetscaping, signage,
streetlighting, right-of-way protection, utility relocation, and related storm drainage
improvements; and acquiring rights-of-way in connection therewith, (iv) designing, developing,
constructing,and renovating Town cemetery improvements; and(v)professional services incurred
in connection with items (i) through (iv) and to pay the costs incurred in connection with the
issuance of the Certificates. The estimated combined principal and interest required to pay the
Certificates on time and in full is $4,405,706. Such estimate is provided for illustrative purposes
only, and is based on an assumed interest rate of approximately 2.75%. Market conditions
affecting interest rates vary based on a number of factors beyond the control of the Town, and the
Town cannot and does not guarantee a particular interest rate associated with the Certificates. As
of the date of this notice, the aggregate principal amount outstanding of tax-supported debt
obligations of the Town is $3],684,000. Based on the Town's expectations, as of the date of this
notice, the combined principal and interest required to pay all of the outstanding tax-supported
debt obligations of the Town on time and in full is $43,5] ],990.
WIT'NESS MY HAND AND THE OFFICIAL SEAL OF THE TOWN, this 21 st day of
June, 2021.
/s/Todd Wood, Town Secretary
Town of Westlake, Texas
DM-#8076671.1
Rating Action
S&P Global Ratings assigned its 'AAA'rating to Westlake, Texas' proposed$19.43 million series 2021
general obligation(GO)refunding bonds and proposed$3.4 million certificates of obligation. At the same
time, S&P Global Ratings has affirmed the `AAA' rating on Westlake's debt outstanding. The outlook on
all ratings is stable.
The bonds are secured by the town's direct and continuing annual ad valorem tax, levied within the limits
prescribed by law, on all taxable property within the town. The maximum allowable rate in Texas is $2.50
per$100 of assessed value(AV) for all purposes with the portion dedicated to debt service limited to
$1.50. The town's levy is well below the maximum, at 16.7 cents, 0.43 cents of which is for debt seroice.
We rate the bonds under our GO criteria because we do not differentiate between the town's limited- and
unlimited-tax pledges due to its tax rate flexibility, very strong liquidity, and high investment-grade debt.
Officials intend to use series 20121 bond proceeds to refund a portion of the town's existing debt(series
2011 GO and COs)for present value savings and the COs will be used to finance public works projects.
A limited pledge of net waterworks and sewer system revenue--not to exceed$1,000--further secures the
certificates. Given the limited nature of the additional pledged revenue, the ratings on these obligations
reflect the strength of the town's ad valorem tax pledge.
Westlake's GO debt is eligible to be rated above the sovereign because we assess the town can maintain
better credit characteristics than the U.S. in a stress scenario. Under our criteria"Ratings Above the
Sovereign--Corporate and Government Ratings: Methodology And Assumptions" (published Nov.
19, 2013),U.S. local governments are considered to have moderate sensitivity to country risk. The town's
GO pledge is the primary source of security on the debt; this severely limits the possibility of negative
sovereign intervention in the payment of the debt or in the town's operations. The institutional framework
in the U.S. is predictable for local governments, allowing them significant autonomy and independent
treasury management, and has no history of government intervention. Westlake has considerable financial
flexibility, as demonstrated by its very strong general fund balance as a percentage of expenditures, as
well as very strong liquidity.
Credit overview
The town of Westlake is favorably located northwest of Dallas,with both commercial and residential
developments contributing to a growing tax base,with 38% growth from fisca12020 to fisca12022. The
expectation is that the tax base will continue to grow with the completion of the mixed-use development,
Entrada,by an estimated$300 million, and with the development of the remaining 60% of the land.
Despite a reliance on sales tax revenues, the town has maintained very strong reserves and financial
performance,managing swings in revenues (both sales and hotel occupancy) during the pandemic,
reflective of good financial practices and policies. Offsetting these credit strengths, the town has an
elevated debt profile,but which we believe is affordable given the size of the tax base and expectation for
future growth and lack of near-term borrowing plans.
The rating reflects our opinion of the town's:
• Very strong economy, with access to a broad and diverse metropolitan statistical area(MSA);
• Strong management, with good financial policies and practices under our Financial Management
Assessment(FMA)methodology;
• Strong budgetary performance, closing with operating surpluses in the general fund and at the
total governmental fund level in fisca12020;
• Very strong budgetary flexibiliry, with a high available fund balance in fisca12020 of 166%of
operating expenditures;
• Very strong liquidity,with total government available cash at 100.6% of total governmental fund
expenditures and 8.Ox governmental debt service, and access to external liquidity we consider
strong;
• Very weak debt and contingent liability profile, with debt service carrying charges at 12.6% of
expenditures and net direct debt that is 208.1°/o of total governmental fund revenue; and
• Strong institutional framework score.
Environmental, social, and governance (ESG)factors
We analyzed the town's environmental, social, and governance risks relative to its economy,management,
financial measures, and debt and liability profile, and determined that all are in line with our view of the
sector standard.
Stable Outlook
Downside scenario
We could lower the rating if the town were to experience multi-year financial deterioration resulting in a
material reduction of available reserves, coupled with an elevated debt profile, and weakening economic
characteristics.
Very strong economy
We consider Westlake's economy very strong. The town,with an estimated population of 1,310, is located
in Denton and Tarrant counties in the Dallas-Fort Worth-Arlington MSA,which we consider to be broad
and diverse. The town has a projected per capita effective buying income of 271% of the national level,
which we view as extremely high, and a positive credit factor and per capita market value of$1.3 million.
Overall,the town's market value grew by 38.5%over the past year to $1.6 billion in 2021. The weight-
averaged unemployment rate of the counties was 7.3%in 2020.
Its favorable location among the three leading regional cities offers residents several employment
opportunities, including nearby Dallas-Fort Worth International Airport and Fort Worth's Alliance
Gateway Airport. The town's tax base, while predominantly residential, also has a significant commercial
base as well,making up approximately 51%, and 27%of 2021 assessed value,respectively.
According to representatives, the town has five residential developments with entitlements to
approximately 200 homes,with an expected price range of$2.5 million to $7 million. Overall, the
average house price in the town has increased from$.5 million in 2017 to $2 million. Additionally, the
town has a mixed-used development,Entrada,with 322 residential units with an estimated value of$1
million each and approximately one million square feet of commercial entitlement(retail,hotel, and
office spaces). The town's commercial presence includes major employers and taxpayers such as Deloitte
University, an international training facility for Deloitte; Fidelity; Charles Schwab corporate
headquarters,newly established in the last three years; and the Solana complex. The Solana mixed-use
complex contains several offices, eateries, and a hotel. Continued growth in these sectors has supported
significant cumulative AV growth over the last five years to $1.3 billion. We expect growth to continue as
the town has approximately 60%of land available for development.
Town officials attribute residential demand to the town's favorable location as well as the opening of a
local charter school, Westlake Academy,which is operated by the town's management and funded
through the town. The large commercial presence contributes to the town's concentrated tax base;
however, officials have no concerns with any of the town's leading taxpayers and employers.
Additionally, continued economic expansion has resulted in the improvement of tax base concentration
from 38%in fisca12017 to 31%in fisca12021. We anticipate further planned residential and commercial
construction to continue to support local tax base growth and further diversification over the next two
years.
Strong management
We view the town's management as strong,with good�nancial policies and practices under our FMA
methodology,indicating financial practices exist in most areas,but that government officials might not
formalize or monitor all of them regularly.
Highlights of the town's practices include its:
• Revenue and expenditure assumptions based, in part, on five years of historical trends and
estimates of the town's needs;
• Quarterly budget reports to the city council on a year-to-date comparison of the budget and
amendments performed as needed;
• Formal investment policy that management reviews annually with quarterly reports on investment
performance and holdings to the council;
• Formal long term financial plan and five-year forecast of revenue and expenditures across all
funds;
• Rolling five-year capital plan that identifies funding sources and uses; and
• Formal minimum general fund balance policy of maintaining 180 days' operating expenditures in
available fund balance,though preference is to hold 300 days.
The town currently lacks a comprehensive debt management policy.
Strong budgetary performance
Westlake's budgetary performance is strong in our opinion. The town had operating surpluses of 13.8% of
expenditures in the general fund and 4.0% across all governmental funds in fisca12020.
Our view of the town's budgetary performance includes adjustments made to account for recurring
transfers in and out in each of the last three audited years. In fisca12020,Westlake posted strong
operating results,with a$1.4 million general fund surplus. Sales tax is the town's leading revenue source
followed by franchise tax, accounting for 64% and 19% of general fund revenue,respectively. Property
taxes account for less than 1% of revenues in the general fund. Solid gains in year-over-year sales tax
collections in 2018 and 2019 have given way to fluctuations in more recent years. Management notes that
although sales tax,hotel occupancy tax, and user development fees were down, 8%, 57%, and 66%,
respectively, in 2020 due to the pandemic,property taxes increased 23% in the same period,partially
offsetting some losses. Management also notes that these fees are rebounding and improving consistently
in the current year.
The town conservatively budgeted for a total governmental deficit in fisca12021 due to the uncertainties
surrounding the pandemic However,the town's historical operational performance has demonstrated the
ability to exceed budgeted expectations and per the most recent budget report,the town is expecting a
modest surplus in the general fund at fiscal year-end.For fisca12022,the town is budgeted for a 6%
increase in revenues and 2%increase in expenditures, indicating another year of positive performance.
Based on the town's historical performance, rebounding revenue sources, and the addition of federal
stimulus funds,we expect the town's financial performance to remain consistent in the near term. Very
Strong budgetary flexibility
Westlake currently maintains available fund balances of more than 75% of expenditures,which we
believe to be exceptionaL Management has maintained available fund balances of more than 100% of
expenditures in each of the last three audited fiscal years. Officials are projecting the fund balance ratio
will remain more than 100%in fiscal years 2021 and 2022. Based on projections,we do not expect the
budgetary flexibility score to decrease below what we consider a very strong level. Flexibility is
additionally supported by the town's formal fund balance policy equal to a minimum of 180 days of
operating expenses.
Very strong liquidity
In our opinion, Westlake's liquidity is very strong,with total government available cash at lx of total
governmental fund expenditures and 8.Ox governmental debt service in 2020. In our view,the town has
strong access to external liquidity if necessary.
The town has demonstrated its access to external liquidity through its frequent debt issuance over the past
two decades. As of Sept. 30, 2020, investments were primarily held in mutual funds, with a small portion
in TexPool,the state's local government investment pool. We do not consider these investments to be
aggressive.
The town of Westlake has privately placed three series of debt totaling$5.2 million in debt. These series
include 2017 tax notes, series 2011 COs, and a capital lease. The legal documents for this debt include
standard events of default, and do not include acceleration of principal or default rates as remedies for
default. Therefore,we do not consider this debt to be a contingent liability risk.
Very weak debt and contingent liability profile
In our view, Westlake's debt and contingent liability profile is very weak. Total governmental fund debt
service is 12.6% of total governmental fund expenditures, and net direct debt is 208.1% of total
governmental fund revenue.
Following this issuance,the town will have approximately$49.8 million outstanding limited tax debt, The
town has no authorized but unissued debt after this issuance, and they do not have plans to get voter
authorization for additional debt at this time. Given the lack of near-term borrowing plans,we anticipate
the town debt profile to remain stable.
Pension and other post-employment benefits (OPEB)
We do not view pension and OPEB liabilities as a source of credit risk for the town, as required
contributions currently represent an affordable share of total governmental expenditures.
The town participates in:
• Texas Municipal Retirement System(TMRS): 84.9% funded with a net pension liability of$1.4
million as of Dec. 31,2019.
• Texas Retirement System(TRS): 75.5%funded with a net pension liability of$1.5 million as of
Dec. 31, 2019.
• The town also participates in the TMRS supplemental death benefits fund, offering term life
insurance to retirees. However,the town's participation in the plan is voluntary and can be
discontinued in any year at council discretion. Therefore,we do not view OPEB liabilities as a
credit risk.
• Texas Public School Retired Employees' Group Insurance program(TRS-Care),which provides
health insurance coverage to members of the TRS pension plan is 4.99% funded and the town has
a proportionate share of the net OPEB liabiliry of$2.3 million.
TMRS' and TRS' actuarially determined contributions fell short of our minimum funding progress (MFP)
metric. The MFP metric assesses whether the most recent employer and employee contributions cover
total service cost,plus unfunded interest cost,plus one-thirtieth of the principaL When MFP is achieved,
it indicates that an issuer has a strong funding discipline that aims to ensure timely progress on reducing
its plans'liabilities. The plans use certain assumptions that could increase contribution volatility,
including 6.75% and 7.25%discount rates,respectively,which we view as aggressive,though there are
other offsetting factors. For more information on pensions, see "Pension Spotlight: Texas,"published
Feb. 25, 2020. Despite the potential for contribution volatility, we expect strong reserves would allow the
town to absorb the increases with minimal disruption to financial performance in the near term.
Westlake's combined required pension and actual other postemployment benefit(OPEB) contributions
totaled 3.2% of total governmental fund expenditures in 2020. The town made its full required pension
contribution in 2020.
Strong institutional framework
The institutional framework score for Texas municipalities is strong.
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Public Hearing
Monday, August 23, 2021
TOPIC: Conduct a public hearing and consider approval of an ordinance approving
amendments to Ordinance 760 approving the design guidelines for the PD 1-
2 zoning district, known as "Westlake Entrada", located north of Solana
Blvd., east of Davis Blvd., and south of State Highway 114.
STAFF: Ron Ruthven, Planning and Development Director
STRATEGIC ALIGNMENT
� i � . � . ., ; � • � i � �
High Quality Planning,Design&
Planned/Responsible Citizen, Student& Development-We are a desirable preserve Desirability
Development Stakeholder Well planned,high-quality &Quality of Life
community that is distinguished by
exemplary design standards.
SUMMARY
Staff proposes a minor amendment to the Entrada design guidelines regarding signage. The
Entrada design guidelines, approved by the Town Council on December 14, 2015 by Ordinance
760, currently permit internally illuminated plastic channel letters on a case by case basis. Existing
examples of this type of sign in Entrada can be found on the front fa�ades of the CVS Pharmacy
and the fa�ade of the Sendera Title building. Staff proposes eliminating plastic internally
illuminated channel letters from the design guidelines. These types of types of signs are pervasive
in most suburban retail developments across the nation and are not consistent with the rustic
Catalonian design theme of Entrada, particularly in multi-tenant situations where more than one
business is in a single building.
COUNCIL ACTION/OPTIONS
• Approve the proposed Ordinance, which contains staff's recommendations;
• Approve the Ordinance with additional conditions/modifications;
• Deny the proposed Ordinance with prejudice
• Deny the proposed Ordinance without prejudice
• Table the item
PLANNING AND ZONING COMMISSION RECOMMENDATION
Page 1 of 2
On August 16, 2021, the Planning and Zoning Commission voted to approve the proposed
amendments by a (5-0) vote subject to the recommendation that, in the future, staff seek ways to
incentivize businesses to replace eXisting signage with signage that complies with the proposed
amendments where applicable.
STAFF RECOMMENDATION
Staff recommends approval.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The proposed amendments do not affect Westlake Academy.
Comprehensive Plan: The proposed amendments comply with the comprehensive plan.
Traffic Impact: The proposed amendments do present any traffic impacts.
ATTACHMENTS
1. Proposed Ordinance
PLANNING AND DEVELOPMENT ANALYSIS
PROPOSED AMENDMENTS
The proposed amendments are detailed as follows (shown in mark-up format):
Ordinance 760,Exhibit B—Entrada Design Guidelines,Pa�e 64,Signa�e—Materials: Letters
"Letters: Channel letters, pierced or laser cut metal displaying lettering, number or logos.
Acceptable materials are brass, bronze, copper, or ferrous metal. "'��*;� ;� �"�,�,�-'°,��,� ,�-",;�,�,
. . �b . Acceptable metal finishes include oil rubbed, dark bronze, black
iron or a shop applied natural patina finish. '��*�������„ �;' �� ���� �;f �����;� ���,�,��� ��"�,�� ,
. . . �. . Colors and design to be approved by the Town or their
designee. "
In situations where plastic, back-lit channel letters, or something similar, are deemed integral to
the building design by the proposed developer, a waiver may be granted by the Town Council as
part of the site plan approval process.
Page 2 of 2
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TOWN OF WESTLAKE
ORDINANCE NO. 933
AN ORDINANCE OF THE TOWN OF WESTLAKE,TEXAS,AMENDING ORDINANCE
760, WHICH APPROVED THE DESIGN GUIDELINES FOR PLANNED
DEVELOPMENT ZONING DISTRICT 1-3 (PD 1-2), COMMONLY KNOWN AS
ENTRADA; PROVIDING A PENALTY; PROVIDING A CUMULATIVE CLAUSE;
PROVIDING A SEVERABILITY CLAUSE; PROVIDING A SAVINGS CLAUSE;
AUTHORIZING PUBLICATION; AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the Town of Westlake, Texas is a general law municipality; and
WHEREAS, On December 14, 2015, the Westlake Town Council approved Ordinance
760, which approved the design guidelines for Planned Development District 1-2 (PD 1-2), an
approximately 85 acre tract land, located north of Solana Boulevard, east of Davis Boulevard, and
south of Highway 114, for the purpose of amending the Phase Two portion of the Development
Plan; and
WHEREAS, Town staff proposes amendments to the signage standards in the design
guidelines; and
WHEREAS, the Town Council of the Town of Westlake finds it necessary for the public
health, safety and welfare that development occur in a controlled and orderly manner; and
WHEREAS, following provision of proper legal notice, including written notice to
owners within 200 feet of the subject property,published notice and posted notice in accordance
with the TeXas Open Meetings Act of public hearing, a public hearing was held on August 16,
2021 by the Planning and Zoning Commission(Commission) whereby the Commission
recommended to the Town Council approval of the amendments to the development plan and
shown in the attached Exhibit "A"; and
WHEREAS,following provision of proper legal notice,including written notice to owners
within 200 feet of the subject property, published notice and posted notice in accordance with the
Texas Open Meetings Act of public hearing, a public hearing was held on August 23, 2021 by the
Town Council; and
WHEREAS, the Council believes that the interests of the Town, the present and future
residents and citizens of the Town, and developers of land within the Town, are best served by
adopting this Ordinance, which the Council has determined to be consistent with the 2015
Comprehensive Plan and its Land Use Map, Thoroughfare Plan, and Open Space Plan, all as
amended to date; and
WHEREAS, upon the recommendation of the Planning and Zoning Commission and
after a public hearing, the Town Council of the Town of Westlake, Texas, is of the opinion that it
Ordinance 933
Page 1 of 3
is in the best interests of the Town and its citizens that these amendments to the Entrada design
guidelines, as approved by Ordinance 760, should be approved and adopted.
NOW,THEREFORE,BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN OF
WESTLAKE, TEXAS:
SECTION L• That all matters stated in the preamble are found to be true and correct and
are incorporated herein as if copied in their entirety.
SECTION 2: That the following amendments to the Entrada design guidelines, as
approved by Ordinance 760, Exhibit B, are hereby approved:
A. Ordinance 760,Exhibit B,Page 64, Signage—Materials: Letters,is hereby repealed
and replaced with the following language:
"Letters: Channel letters, pierced or laser cut metal displaying lettering, number
or logos. Acceptable materials are brass, bronze, coppeN oN feNrous metal.
Acceptable metal finishes include oil r�ubbed, dark bronze, black iron or a shop
applied natural patina fznish. Colors and design to be approved by the Town oN
their designee. "
B. That all other provisions of Ordinance 760 shall remain in full force and effect,
except as amended herein.
SECTION 3: That, except where provided specifically herein, this Ordinance shall be
cumulative of all other Town Ordinances and all other provisions of other Ordinances adopted by
the Town which are inconsistent with the terms or provisions of this Ordinance are hereby
repealed.
SECTION 4: That any person, firm or corporation violating any of the provisions or terms
of this ordinance shall be subject to the same penalty as provided for in the Code of Ordinances of
the Town of Westlake, and upon conviction shall be punishable by a fine not to eXceed the sum of
Two Thousand Dollars($2,000.00)for each offense. Each day that a violation is permitted to exist
shall constitute a separate offense.
SECTION 5: It is hereby declared to be the intention of the Town Council of the Town
of Westlake, Texas,that sections,paragraphs, clauses and phrases of this Ordinance are severable,
and if any phrase, clause, sentence,paragraph or section of this Ordinance shall be declared legally
invalid or unconstitutional by the valid judgment or decree of any court of competent jurisdiction,
such legal invalidity or unconstitutionality shall not affect any of the remaining phrases, clauses,
sentences, paragraphs or sections of this Ordinance since the same would have been enacted by
the Town Council of the Town of Westlake without the incorporation in this Ordinance of any
such legally invalid or unconstitutional,phrase, sentence,paragraph or section.
SECTION 6: This ordinance shall take effect immediately from and after its passage as
the law in such case provides.
Ordinance 933
Page 2 of 3
PASSED AND APPROVED ON THIS 23rd DAY OF AUGUST 2021.
ATTEST: Laura Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Ordinance 933
Page 3 of 3
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Public Hearing
Monday, August 23, 2021
TOPIC: Conduct a public hearing and consider approval of an ordinance approving
amendments to Ordinances 720 and 918 approving and amending the
development plan for the PD1-2 zoning district, known as "Westlake
Entrada", located north of Solana Blvd., east of Davis Blvd., and south of
State Highway 114.
STAFF: Ron Ruthven, Planning and Development Director
STRATEGIC ALIGNMENT
� � � . � . . , ; � • � i � �
High Quality Planning,Design&
Development-We are a desirable
Planned/Responsible Cirizen, Student& Preserve Desirability
Development Stakeholder well planned,high-quality &Quality of Life
community that is distinguished by
exemplary design standards.
SUMMARY
The purpose of this item is to consider and discuss requested changes to the Entrada development
plan. The proposed major changes to the amenity core of the development include removing the
amphitheater, adding a hotel along SH 114, adding retail and a residential repository to the
remainder of Block C, located along SH 114. Given the removal of the amphitheater, Block B,
the former gas pad site, would contain a new retail/events area, office buildings along the west
wall of the parking garage, and a hotel. Block K, containing the plaza mayor, would include
mixed-use on all three sides rather than a mix of hotel and condos as currently planned.
COUNCIL ACTION/OPTIONS
• Approve the proposed Ordinance, which contains staff's recommendations;
• Approve the Ordinance with additional conditions/modifications;
• Deny the proposed Ordinance with prejudice
• Deny the proposed Ordinance without prejudice
• Table the item
PLANNING AND ZONING COMMISSION RECOMMENDATION
Page 1 of 6
On August 16, 2021, the Planning and Zoning Commission voted to approve the proposed
amendments by a (5-0) vote subject to staff's recommendations.
STAFF RECOMMENDATION
Subject to Town Council discretion, staff recommends that approval include the conditions
contained in the proposed ordinance, which include the following:
A. That Ordinance 720, Exhibit B is hereby repealed and replaced with the attached
Exhibit "A";
B. That Ordinance 830 is hereby repealed;
C. That Ordinance 918 is hereby repealed;
D. Regarding the following buildings shown on the development plan, if no building
permits are issued for all said buildings by .Tanuary 1, 2023, then further Town
Council approval shall be required in order to receive a building permit for said
buildings and to extend the expiration period beyond .Tanuary 1, 2023: (a) all
buildings on Block C; (b) the retail and office buildings on Block B; (c) the west
mixed-use building on Block K.
E. All uses shown on the development plan requiring the approval of a separate
Specific Use Permit (SUP), including, but not limited to, the residential repository
on Block C and the condominiums located in mixed-use areas, shall require
separate Town Council consideration of a Specific Use Permit (SUP) as required
by the Town zoning ordinances and Entrada zoning regulations. Approval of any
SUP shall be at the sole discNetion of the Town Council upon the recommendation
of the Planning and Zoning Commission. Therefore, any labeled uses requiring an
SUP shall not be considered entitled uses without the separate approval of an SUP.
F. That all other provisions of Ordinance 720 not in conflict with Exhibit "A"shall
remain in full force and effect;
G. In the event of a conflict between this ordinance and Ordinance 703, as amended,
and ONdinance 760, as amended, ONdinances 703 and 760 and their amendments,
where applicable, shall control;
H. With regard to housing type, counts and entitlements, information shown on
Exhibit "A"is purely informational and shall not be considered regulatory. Final
regulatory approval shall be determined upon consideration of the applicable site
plan and/or Specific Use Permit by the Town Council.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
Page 2 of 6
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The proposed amendments to the Entrada development plan do not affect
existing residential entitlements in Entrada. Regarding residential condominiums, all units must
receive separate approval of a Specific Use Permit (SUP)by the Town Council upon the
recommendation of the Planning and Zoning Commission. Approval of an SUP is at the
discretion of the Town Council. Any impacts to Westlake Academy would be evaluated upon
the submission of an SUP application for residential condominiums. Therefore, specific to this
request, there is no impact to Westlake Academy enrollment.
Comprehensive Plan: The proposed development plan amendments comply with the
comprehensive plan.
Traffic Impact: A traffic impact analysis (TIA) was submitted for the Entrada development on
June 6, 2013. The TIA eXamined all of the proposed land uses and roadways in the originally
approved 2013 development plan. An additional traffic study was submitted on October 16,
2019 that provided an analysis of the roadway connections to the new SH 114 service roads
currently under construction. The proposed development plan amendments are consistent with
the data and methodology in the existing TIA and traffic study. However, further analysis may
be required upon submission of individual site plans and/or SUP applications.
ATTACHMENTS
1. Existing Development Plan
2. Proposed Development Plan
3. Proposed Ordinance
PLANNING AND DEVELOPMENT ANALYSIS
DEVELOPMENT PLAN REQUIREMENTS FOR ENTRADA
The original development plan for Entrada was approved by Ordinance 720, and was subsequently
amended by Ordinance 830 and 918. The purpose of the development plan is to serve as the
guiding master plan for the development while also serving as the regulatory control plan for the
entire development. The Entrada zoning regulations also require the site plans to be consistent
with the approved development plan. Unlike a concept plan, the development plan is scaled,
contains more detail such as exact roadway locations and lot boundaries, and serves to act as a
high-level site plan for the entire development.
PROPOSED MAJOR AMENDMENTS
The following includes the detail of each proposed development plan amendment:
Block C—Including Amphitheater Site
The current approved development plan shows as follows for this area:
Page 3 of 6
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The amended plan shows the residential repository, a hotel and retail buildings that mirror the
restaurant row with the amphitheater removed. The residential repository will require the approval
of a separate SUP, which will be considered on a future agenda.
Block B—Gas Well Pad Site
The current approved development plan shows as follows for this area:
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The proposed amendment shows as follows:
Page 4 of 6
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The proposed change includes a retail/events area that would replace the amphitheater, a detached
retail building, a hotel and offices along the west side of the parking garage interspersed with
surface parking.
Block K—Plaza Mayor site
The current approved development plan shows as follows for this area:
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The proposed amendment shows as follows:
Page 5 of 6
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The proposed change removes the two hotels and creates mixed-use on all three sides. Changes
to the plaza design are also shown on the plan. The mixed-use category allows for ground floor
commercial retail uses and condominiums on the upper floors. However, condominiums can only
be approved through the approval of a Specific Use Permit(SUP). Thus, the mixed-use category
on the development plan is not an entitlement given the SUP requirement.
Other minor changes
Other minor changes include areas where the development plan is calibrated to reflect approved
site plans and site plan amendments. These include Block H, M and E.
AMENDMENTS TO DEVELOPMENT AND ECONOMIC DEVELOPMENT PLANS
Concurrent with the proposed zoning and development plan amendments, staff is drafting
amendments to the development and economic development agreements to Entrada that will be
considered by the Town Council on this and future agendas. These agreements will contain
specific performance standards,incentives and penalties that will serve to incentivize and hold the
developer accountable to construct the amenity core of improvements on Blocks B, C and K as
shown on the development amendment simultaneously and in a timely fashion. The following is
a general list of items that the agreement amendments will contain:
• Construction (Blocks K, C and B): timing and scheduling; materials and design; staging
and performance standards including incentives and penalties.
• Block K Condominiums (Assuming approval of an SUP(s)): General conditions; interior
design; amenities.
• Events and Open Space (Blocks K, C and B): open space amenities; events management,
planning and permitting; event specifics for the Block B events area.
• Retail performance standards (Blocks K, C and B): retaillocation, quantity and quality.
It is envisioned that these terms, when coupled with the other proposed amendments and the
additional conditions described below, will enable the developer to complete the amenity core in
a timely manner and to high level of quality consistent with the theme of the development.
Page 6 of 6
n nnap coior Entrada Development Plan Land Use Categories
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TOWN OF WESTLAKE
ORDINANCE NO. 934
AN ORDINANCE OF THE TOWN OF WESTLAKE,TEXAS,AMENDING ORDINANCE
720, AS AMENDED, WHICH APPROVED THE DEVELOPMENT PLAN FOR
PLANNED DEVELOPMENT ZONING DISTRICT 1-3 (PD 1-2), COMMONLY KNOWN
AS ENTRADA; AND REPEALING ORDINANCE 918, WHICH AMENDED
ORDINANCE 720; PROVIDING A PENALTY; PROVIDING A CUMULATIVE
CLAUSE; PROVIDING A SEVERABILITY CLAUSE; PROVIDING A SAVINGS
CLAUSE; AUTHORIZING PUBLICATION; AND ESTABLISHING AN EFFECTIVE
DATE.
WHEREAS, the Town of Westlake, Texas is a general law municipality; and
WHEREAS, On October 28, 2013, the Westlake Town Council approved Ordinance 720,
which approved the Development Plan for Planned Development District 1-2 (PD 1-2), an
approximately 85 acre tract land, located north of Solana Boulevard, east of Davis Boulevard, and
south of Highway 114, for the purpose of amending the Phase Two portion of the Development
Plan; and
WHEREAS, On June 19, 2017, The Town Council approved Ordinance 830, which
amended Ordinance 720 by amending only the Phase Two portion of the Development Plan; and
WHEREAS, On October 26, 2020, The Town Council approved Ordinance 918, which
amended Ordinance 720, and repealed Ordinance 830,by approving various graphics changes and
site plan updates to the development plan; and
WHEREAS, the developer seeks to further amend the development plan by changing
various land use and building configurations; and
WHEREAS, the Town Council of the Town of Westlake finds it necessary for the public
health, safety and welfare that development occur in a controlled and orderly manner; and
WHEREAS, following provision of proper legal notice, including written notice to
owners within 200 feet of the subject property,published notice and posted notice in accordance
with the Texas Open Meetings Act of public hearing, a public hearing was held on August 16,
2021 by the Planning and Zoning Commission (Commission) whereby the Commission
recommended to the Town Council approval of the amendments to the development plan and
shown in the attached Exhibit "A"; and
WHEREAS,following provision of proper legal notice,including written notice to owners
within 200 feet of the subject property, published notice and posted notice in accordance with the
Texas Open Meetings Act of public hearing, a public hearing was held on August 23, 2021 by the
Town Council; and
Ordinance 934
Page 1 of 5
WHEREAS, the Council believes that the interests of the Town, the present and future
residents and citizens of the Town, and developers of land within the Town, are best served by
adopting this Ordinance, which the Council has determined to be consistent with the 2015
Comprehensive Plan and its Land Use Map, Thoroughfare Plan, and Open Space Plan, all as
amended to date; and
WHEREAS, upon the recommendation of the Planning and Zoning Commission and
after a public hearing, the Town Council of the Town of Westlake, Texas, is of the opinion that it
is in the best interests of the Town and its citizens that these amendments to the Entrada
development plan, included herein and shown in attached Exhibit "A", should be approved and
adopted.
NOW,THEREFORE,BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN OF
WESTLAKE, TEXAS:
SECTION 1: That all matters stated in the preamble are found to be true and correct and
are incorporated herein as if copied in their entirety.
SECTION 2: That the following amendments to the Entrada development plan, as
amended, are hereby approved:
A. That Ordinance 720, Exhibit B is hereby repealed and replaced with the attached
Exhibit "A";
B. That Ordinance 918 is hereby repealed;
C. Regarding the following buildings shown on the development plan, if no building
permits are issued for all said buildings by January 1, 2023, then further Town
Council approval shall be required in order to receive a building permit for said
buildings and to extend the expiration period beyond January 1, 2023: (a) all
buildings on Block C; (b) the retail and office buildings on Block B; (c) the west
miXed-use building on Block K.
D. All uses shown on the development plan requiring the approval of a separate
Specific Use Permit (SUP), including,but not limited to, the residential repository
on Block C and the condominiums located in mixed-use areas, shall require
separate Town Council consideration of a Specific Use Permit (SUP) as required
by the Town zoning ordinances and Entrada zoning regulations. Approval of any
SUP shall be at the sole discretion of the Town Council upon the recommendation
of the Planning and Zoning Commission. Therefore, any labeled uses requiring an
SUP shall not be considered entitled uses without the separate approval of an SUP.
E. That all other provisions of Ordinance 720 not in conflict with Exhibit "A" shall
remain in full force and effect;
F. In the event of a conflict between this ordinance and Ordinance 703, as amended,
Ordinance 934
Page 2 of 5
and Ordinance 760, as amended, Ordinances 703 and 760 and their amendments,
where applicable, shall control;
G. With regard to housing type, counts and entitlements, information shown on
Exhibit "A" is purely informational and shall not be considered regulatory. Final
regulatory approval shall be determined upon consideration of the applicable site
plan and/or Specific Use Permit by the Town Council.
SECTION 3: That, except where provided specifically herein, this Ordinance shall be
cumulative of all other Town Ordinances and all other provisions of other Ordinances adopted by
the Town which are inconsistent with the terms or provisions of this Ordinance are hereby
repealed.
SECTION 4: That any person, firm or corporation violating any of the provisions or terms
of this ordinance shall be subject to the same penalty as provided for in the Code of Ordinances of
the Town of Westlake, and upon conviction shall be punishable by a fine not to exceed the sum of
Two Thousand Dollars($2,000.00)for each offense. Each day that a violation is permitted to exist
shall constitute a separate offense.
SECTION 5: It is hereby declared to be the intention of the Town Council of the Town
of Westlake, Texas,that sections,paragraphs, clauses and phrases of this Ordinance are severable,
and if any phrase, clause, sentence,paragraph or section of this Ordinance shall be declared legally
invalid or unconstitutional by the valid judgment or decree of any court of competent jurisdiction,
such legal invalidity or unconstitutionality shall not affect any of the remaining phrases, clauses,
sentences, paragraphs or sections of this Ordinance since the same would have been enacted by
the Town Council of the Town of Westlake without the incorporation in this Ordinance of any
such legally invalid or unconstitutional,phrase, sentence,paragraph or section.
SECTION 6: This ordinance shall take effect immediately from and after its passage as
the law in such case provides.
PASSED AND APPROVED ON THIS 23rd DAY OF AUGUST 2021.
ATTEST: Laura Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
Ordinance 934
Page 3 of 5
L. Stanton Lowry, Town Attorney
Ordinance 934
Page 4 of 5
EXHIBITS
EXHIBIT A Development Plan Amendment
Ordinance 934
Page 5 of 5
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Public Hearing
Monday, August 23, 2021
TOPIC: Conduct a public hearing and consider approval of an ordinance approving
amendments to Ordinance 703 approving the PD 1-2 zoning district, known
as "Westlake Entrada", located north of Solana Blvd., east of Davis Blvd.,
and south of State Highway 114.
STAFF: Ron Ruthven, Planning and Development Director
STRATEGIC ALIGNMENT
� i � . � . ., ; � • � i � i
High Quality Planning,Design&
Planned/Responsible Citizen, Student& Development-We are a desirable preserve Desirability
Development Stakeholder Well planned,high-quality &Quality of Life
community that is distinguished by
exemplary design standards.
SUMMARY
Centurion American is requesting amendments to the Entrada zoning regulations contained in
Ordinance 703 to add a new, and currently unlisted, land use. Ordinance 703 contains the
comprehensive Planned Development District (PD) zoning and development regulations for the
Entrada development, which is wholly contained within the PD1-2 zoning district. The proposed
new use would be called a "Residential Repository", which would allow for climate-controlled,
indoor self-storage units that would include a mix of personalized, custom units where car, art and
other collections could be stored and viewed, and would also allow for compartmentalized,
prefabricated self-storage units similar to other typical indoor self-storage facilities.
In conjunction with these amendments, staff is proposing amendments to the Entrada zoning
regulations that would remove the legislative approval requirement for site plans and site plan
amendments and would also provide for automatic expiration provisions for approved site plans
where no building permit has been issued within two-years from the date of approval.
COUNCIL ACTION/OPTIONS
• Approve the proposed Ordinance, which contains staff's recommendations;
• Approve the Ordinance with additional conditions/modifications;
• Deny the proposed Ordinance with prejudice
Page 1 of 4
• Deny the proposed Ordinance without prejudice
• Table the item
PLANNING AND ZONING COMMISSION RECOMMENDATION
On August 16, 2021, the Planning and Zoning Commission voted to approve the proposed
amendments by a(5-0) vote.
STAFF RECOMMENDATION
Subject to Town Council discretion, staff recommends that approval include the conditions
contained in the proposed ordinance.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: The proposed amendments to the Entrada zoning regulations do not affect
existing residential entitlements in Entrada. Therefore, there is no impact to Westlake Academy
enrollment.
Comprehensive Plan: The proposed amendments comply with the comprehensive plan.
Traffic Impact: The request does not affect existing zoning entitlements. With regard to the
addition of the residential repository use, any traffic impacts would be evaluated upon
submission of a Specific Use Permit application.
ATTACHMENTS
1. Proposed Ordinance
PLANNING AND DEVELOPMENT ANALYSIS
EXPLANATION
This item involves several steps on the part of the applicant to gain approval of their previous
requests and address the previously noted concerns of the Commission.
In conjunction with amendments to the Entrada zoning regulations and development plan
requested by Centurion American on this agenda, this item also contains staff proposed
amendments to the Entrada zoning regulations responsive to the applicant's request as detailed
above. These amendments along with the amendments proposed to the development plan are
proposed in conjunction with an amendment to the development agreement and the economic
development agreement for Entrada. The amendments to these agreements are explained in the
agenda memo that describes the development plan amendments.
Page 2 of 4
PROPOSED AMENDMENTS
The following is a detailed breakdown of the proposed amendments to Ordinance 703:
Article II—Uses, Land Use Schedule—Permitted Uses, Commercial Uses
Under the Commercial Uses section of Article II—Uses,given the request by Centurion American,
the following use is proposed:
NEW USE: "Residential Repository" [subject to the approval of a Specific Use Permit (SUP).]
The addition of the definition of a "Residential Repository"proposed in Ordinance 703 is shown
below.
Article I—General Provisions, Section 3 —General Definitions
Staff proposes the following definition of a "Residential Repository" as follows:
"Residential Repository—A retail service establishment, operating under a single Certificate of
Occupancy, providing enclosed storage units pNimarily to residential customers within a single,
enclosed and climate-controlled str~ucture with each unit having individual access. Prohibited
activities include utilization of any unit as a Nesidence or short-term Nesidential accommodation,
industrial manufacturing, and any other use that may pose a nuisance and/or threat to public
health and safety or other�wise constitute illegal activity under local, State and Federal law.
Further conditions and restrictions, including but not limited to licensing requirements, may be
placed upon a Residential Reposito�y within the oNdinance that approves the Specifzc Use Permit. "
The Residential Repository use, if approved, is proposed to be included in a new building to be
constructed on a portion of Block C in Entrada.
Article I—General Provisions—Section 5.3 PD Site Plans
Staff proposes amendments to the site plan requirements in the Entrada zoning regulations as
shown in the following markup:
`A PD site plan is mandatory and is the final step of the PD development process. The puNposes
of a PD site plan are to ensure that the development of individual building lots,parcels, or tracts
within the PD district aNe consistent with the approved-����������*�'-��� -���-'developmentplan, '—�
and to ensure that the standards applicable within the PD district are met for each such lot,parcel,
or tNact. A PD site plan shall continue to be valid for a period of two �years after it is approved
per the provisions of this ordinance ��� ''� �'��������������; however, if'a buildin� pe�mit.for all
str�uctures shown on the a�proved site�lan is not issued bv the Town within the two.vear�eriod
a ter a�proval, the site plan shall automaticallv expire and shall terminate. �°��' ������a ������ ��
. If a PD site plan terminates,
Page 3 of 4
development of the land covered by the terminated plan cannot occur until a new PD site plan has
been approved for the land as provided by this article.
. : Legislative approval of a site plan shall not be required exce�t as
provided herein and��� *'-� �"�,�,;,�-� �;f� r'�,��:
. ;
. ,
. , . shall only require administrative approval
by the Town Manager or designee. In reviewing said site plans, the Town Manager or designee
may, in any instance, defer the consideration and approval of said site plan to the Town Council
upon the recommendation of the Planning and Zoning Commission. Likewise, in the event that a
site plan is denied by the Town Manager or designee, then the applicant may appeal said decision
to the Town Council upon the recommendation of the Planning and Zoning Commission. ����
, . , A�tll site plan� submissions shall otherwise meet the
requirements of this ordinance and other pertinent Town regulations. '�� ''� ������* *'�' �,
� ,
��r;.,��
All site �lans shall be consistent with the a�proved develo�ment plan, as amended, and shall
adhere to the a�proved Entrada desi�,�uidelines, as amended.
T�ariances to the regulations contained in this PD ordinance and its subsequent a�nend�nents, may
onlv be approved by the Town Council via a Site Plan approval if the Site Plan approval process
adheNes to the same notification and public hearing pNocess that a zoning change is required to
adhere to by State law. "
The purpose and justification of the proposed amendments is as follows:
• Given the current stage in the life cycle of the Entrada development, the approved zoning
regulations, development plan and design guidelines provide a detailed roadmap for proper
development of Entrada. Provided the site plan adheres to these guidelines, only
administrative approval is needed. Thus, the site plan approval process may be more
efficient provided the site plan complies with all development requirements.
• Any variances or deviations from the guidelines noted above will trigger a legislative
approval requirement.
• Coupled with the terms and conditions of the development and economic development
agreements as amended, further assurance of fidelity to the development provisions
approved by the Town Council is provided such that only administrative approval is needed
from this point forward.
Page 4 of 4
TOWN OF WESTLAKE
ORDINANCE NO. 935
AN ORDINANCE OF THE TOWN OF WESTLAKE,TEXAS,AMENDING ORDINANCE
703, AS AMENDED, WffiCH APPROVED PLANNED DEVELOPMENT ZONING
DISTRICT 1-2 (PD 1-2), AN APPROXIMATELY 85.9 ACRE TRACT GENERALLY
LOCATED BETWEEN DAVIS BOULEVARD, SOLANA BOULEVARD AND STATE
HIGHWAY 114, COMMONLY KNOWN AS ENTRADA; PROVIDING A PENALTY;
PROVIDING A CUMULATIVE CLAUSE; PROVIDING A SEVERABILITY CLAUSE;
PROVIDING A SAVINGS CLAUSE; AUTHORIZING PUBLICATION; AND
ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, the Town of Westlake, Texas is a general law municipality; and
WHEREAS, Ordinance 703, approved by the Town Council on April 22, 2013,
established Planned Development District 1-2 (PD 1-2), commonly known as Westlake Entrada,
an approximately 85.9 acre tract generally located between Davis Boulevard, Solana Boulevard
and State Highway 114; and
WHEREAS, Ordinance 703 was amended by Ordinance 852, approved by the Town
Council on Apri130, 2018; and
WHEREAS, Ordinance 703 was further amended by Ordinance 908, approved by the
Town Council on May 18, 2020; and
WHEREAS, an application was received requesting that a new principal use be added to
the Land Use Schedule contained in Ordinance 703; and
WHEREAS, amendments are also proposed to the site plan approval process; and
WHEREAS, the Town Council of the Town of Westlake finds it necessary for the public
health, safety and welfare that development occur in a controlled and orderly manner; and
WHEREAS,following provision of proper legal notice,including written notice to owners
within 200 feet of the subject property, published notice and posted notice in accordance with the
Texas Open Meetings Act of public hearing, a public hearing was held on August 16, 2021 by the
Planning and Zoning Commission (Commission) whereby the Commission recommended to the
Town Council approval of the amendments to Ordinance 703 contained herein; and
WHEREAS,following provision of proper legal notice,including written notice to owners
within the PD1-2 zoning district and within 200 feet of the PD1-2 zoning district,published notice
and posted notice in accordance with the Texas Open Meetings Act of public hearing, a public
hearing was held on August 23, 2021 by the Town Council; and
Ordinance 935
Page 1 of 4
WHEREAS, the Council believes that the interests of the Town, the present and future
residents and citizens of the Town, and developers of land within the Town, are best served by
adopting this Ordinance, which the Council has determined to be consistent with the 2015
Comprehensive Plan and its Land Use Map, Thoroughfare Plan, and Open Space Plan, all as
amended to date; and
WHEREAS,upon the recommendation of the Planning and Zoning Commission and after
a public hearing, the Town Council of the Town of Westlake, Texas, is of the opinion that it is in
the best interests of the Town and its citizens that these amendments to Ordinance 703 should be
approved and adopted.
NOW,THEREFORE,BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN OF
WESTLAKE, TEXAS:
SECTION L• That all matters stated in the preamble are found to be true and correct and
are incorporated herein as if copied in their entirety.
SECTION 2: That the following amendments to Ordinance 703 are hereby authorized:
"Article II—Uses, Land Use Schedule—Permitted Uses, Commercial Uses
[Addition of New Use:] "Residential Repository" [subject to the approval of a Specific
Use Permit (SUP).]"
"Article I—General Provisions, Section 3 —General Definitions
[Addition of new definition:] Residential Repository — A retail service establishment,
operating under a single Certificate of Occupancy, providing enclosed storage units
primarily to residential customers within a single, enclosed and climate-controlled
str�ucture with each unit having individual access. Prohibited activities include utilization
of any unit as a residence or short-term residential accommodation, industrial
manufacturing, and any other use that may pose a nuisance and/or threat to public health
and safety or othenvise constitute illegal activity under local, State and Federal law.
Further conditions and restrictions, including but not limited to licensing requirements,
may be placed upon a Residential Repository within the ordinance that approves the
Specific Use Permit. "
"Article I — General Provisions, Section 5.3 Site Plans" is hereby repealed and replaced
with the following language:
A PD site plan is mandatory and is the final step of the PD development process. The
purposes of a PD site plan are to ensure that the development of individual building lots,
parcels, or tracts within the PD district are consistent with the approved development plan
and to ensure that the standards applicable within the PD district are met for each such
lot, parcel, or tract. A PD site plan shall continue to be valid for a period of two years
after it is approved per the provisions of this ordinance; however, if a building permit for
Ordinance 935
Page 2 of 4
all str�uctuNes shown on the approved site plan is not issued by the Town within the two-
year period after approval, the site plan shall automatically expire and shall terminate. If
a PD site plan terminates, development of the land covered by the teNminated plan cannot
occur until a new PD site plan has been approved for the land as provided by this article.
Legislative approval of a site plan shall not be required except as provided herein and
shall only require administrative approval by the Town Manager or designee.In reviewing
said site plans, the Town Manager or designee may, in any instance, defer the
consideration and approval ofsaid site plan to the Town Council upon the recommendation
of the Planning and Zoning Commission. Likewise, in the event that a site plan is denied
by the Town ManageN or designee, then the applicant may appeal said decision to the Town
Council upon the recommendation of the Planning and Zoning Commission. All site plan
submissions shall othenvise meet the Nequirements of this ordinance and other pertinent
Town regulations.
All site plans shall be consistent with the approved development plan, as amended, and
shall adheNe to the appNoved Entrada design guidelines, as amended.
T�ariances to the regulations contained in this PD ordinance and its subsequent
amendments, may only be approved by the Town Council via a Site Plan approval if the
Site Plan appNoval process adheres to the same notifzcation and public hearing pNocess
that a zoning change is required to adhere to by State law. "
SECTION 3: That this Ordinance shall be cumulative of all other Town Ordinances and
all other provisions of other Ordinances adopted by the Town which are inconsistent with the terms
or provisions of this Ordinance are hereby repealed.
SECTION 4: That any person, firm or corporation violating any of the provisions or terms
of this ordinance shall be subject to the same penalty as provided for in the Code of Ordinances of
the Town of Westlake, and upon conviction shall be punishable by a fine not to eXceed the sum of
Two Thousand Dollars($2,000.00)for each offense. Each day that a violation is permitted to exist
shall constitute a separate offense.
SECTION 5: It is hereby declared to be the intention of the Town Council of the Town
of Westlake, Texas,that sections,paragraphs, clauses and phrases of this Ordinance are severable,
and if any phrase, clause, sentence,paragraph or section of this Ordinance shall be declared legally
invalid or unconstitutional by the valid judgment or decree of any court of competent jurisdiction,
such legal invalidity or unconstitutionality shall not affect any of the remaining phrases, clauses,
sentences, paragraphs or sections of this Ordinance since the same would have been enacted by
the Town Council of the Town of Westlake without the incorporation in this Ordinance of any
such legally invalid or unconstitutional,phrase, sentence,paragraph or section.
SECTION 6: This ordinance shall take effect immediately from and after its passage as
the law in such case provides.
Ordinance 935
Page 3 of 4
PASSED AND APPROVED ON THIS 23rd DAY OF AUGUST 2021.
ATTEST: Laura Wheat, Mayor
Todd Wood, Town Secretary Amanda DeGan, Town Manager
APPROVED AS TO FORM:
L. Stanton Lowry, Town Attorney
Ordinance 935
Page 4 of 4
T x e i o w H o r
WESTLAKE
nisnNcrivE Hv nrsirN
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Discussion
Monday, August 23, 2021
TOPIC: Presentation and Discussion of the Town Council/Board of Trustees
Governancy Policy
STAFF: Amanda DeGan, Town Manager/Superintendent
STRATEGIC ALIGNMENT
� i � . � . ., ; � • � i � �
High Quality Planning,Design&
Informed&Engaged Municipal& Development-We are a desirable Encourage Westlake's
Citizens/Sense of Academic Operations �'ell planned,high-quality Unique Sense of Place
Community community that is distinguished by
exemplary design standards.
SUMMARY
The Town Council / Board of Trustees has a Board Relations and Ethics Policy that was created
in 2008 and last updated in 2011. The intent of the policy is to help guide elected officials in their
governance duties and to set clear expectations for Council/Board interactions with each other,
with the Staff teams, and with the media. As this document had not been updated in some time, I
have added relevant information that more closely resembles our processes for Future Agenda
Item rquests and that incorporates guidance on Agenda Policies, The Open Meetings Act, and the
Council-Manager Form of government.
COUNCIL ACTION/OPTIONS
Discussion and feedback to Staff regarding the updates to the Governance Policy.
STAFF RECOMMENDATION
Review of Information.
FISCAL/SERVICE LEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
Page 1 of 2
DEVELOPMENT/MOBILITY IMPACT TO COMMUNITY
Westlake Academy: There is no impact to Westlake Academy enrollment.
Comprehensive Plan: There is no impact to the comprehensive plan.
Traffic Impact: There is no traffic impact.
ATTACHMENTS
Governance Policy to be included in the packet and/or to follow under separate cover for inclusion with the
final agenda document.
Page 2 of 2
Tow n
Council/
Board of
Tru stees
Item # 16 — Executive
Session
The Town Council and Board of Trustees will conduct a closed session pursuant to
Texas Government Code, annotated, Chapter 551, Subchapter D for the following:
a. Section 551.071(2) Consultation with Attorney—to seek advice of counsel on
matters in which the duty of the Town Attorney under the Texas Disciplinary
Rules of Professional Conduct of the State Bar of Texas clearly conflicts with
Chapter 551 of the Texas Government Code - FM 1938 access for proposed
Southlake development.
b. Section 551.071 - Discussion with the Town Attorney regarding pending,
threatened, or contemplated litigation regarding BRS.
c. Section 551.071 - Discussion with the Town Attorney regarding pending,
threatened, or contemplated litigation and on a matter in which the duty of
the Town Attorney to the Town Council under the Texas Disciplinary Rules of
Professional Conduct of the State Bar of Texas clearly conflicts with the Open
Meetings Act - drainage matters within Vaquero.
d. Section 551.071(2) — Consultation with Town Attorney on a matter 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 this chapter: Resolution No. 00-19, a Contract with Hillwood
Development Corporation Concerning the Design Engineering and
Construction of the West Side Pump Station and the Dove Road Waterline.
Tow n
Council/ Board
of Trustees
Item # 17 — Reconvene Town
Council/Board of Trustees
Meeting
Town Council/
Boa rd of
Trustees
Item # 18 — Necessary Action
TAKE ANY ACTION, IF NEEDED, FROM EXECUTIVE SESSION ITEMS.
Tow n
Council/
Board of
Tru stees
Item # 19 — Recap and
Staff Direction
Tow n
Council/
Board of
Tru stees
Item # 20 — Future
Agenda Items
a. Approved by Council for Discussion
i. Historical Designations for various properties in Westlake (5/24)
ii. Westlake Academy Data Request (will be presented in modified form at 9/16
retreat)
b. Proposed Items
i. Quarterly HOA Board Meeting Discussions (Councilmember Dasgupta)
ii. Drainage and Water Runoff (Councilmember White)
c. Pending items
Town Cou nci I/
Board of
Tru stees
Item # 21 — Adjournment