HomeMy WebLinkAbout8-29-22 TC BOT Agenda Packet
TOWN COUNCIL AGENDA
TOWN COUNCIL & WESTLAKEACADEMY
1500SOLANABLVD,BUILDING7,SUITE7100,COUNCILCHAMBER
WESTLAKE, TX 76262
August 29, 2022 2:30 P.M. CLOSED EXECUTIVE SESSION
4:00 P.M. WORK SESSION
5:00 P.M. REGULAR MEETING
The Town Council of the Town of Westlake serves as the governing Board for Westlake Academy.
This agenda may contain both municipal and Westlake Academy items, which will be clearly
identified. The open portion of the meeting will begin at 4:00 p.m. for Work Session and 5:00 p.m.
for Regular Session on August 29, 2022. In an effort of transparency, this meeting will be viewable
to the public via Live Stream and also available for viewing after the meeting. In an effort of meeting
efficiency, any residents wishing to speak on action items must submit a speaker request form to
the Town Secretary.
CLOSED EXECUTIVE SESSION (2:30 P.M.)
1. Call to order and announce closed session items.
2. The Town Council 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(2) – Consultation with Town 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:
- Fire Department Operations
WORK SESSION – Call to Order (4 P.M.)
3. RECONVENE WORK SESSION MEETING TO DISCUSS:
4. COUNCIL RECAP / STAFF DIRECTION
TC/BOTAgenda–08/29/2022
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REGULAR MEETING–Call to Order(5 P.M.)
5.PLEDGEOFALLEGIANCE
6. PRE-COUNCIL WORKSHOP:
a. Discussion of Fiscal Year 22-23 Budget
b. Review of items on 8/29/22 Agenda
7. CEREMONIAL ITEM(S)
Mayoral recognition of former Westlake Mayor Scott Bradley
Presentation of 2022 Resident Survey Award
8. CITIZEN/PARENT 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. Any
residents wishing to speak on action items must submit a speaker request form to the Town
Secretary. (Best practice is to submit the speaker form prior to the start of the meeting.) If
your questions are satisfied, you may choose not to speak. 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.
9. 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.
Items of Community Interest
10. 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.
a. Consider approval of the Joint Town Council/Board of Trustees meeting minutes from
the following meetings:
August 8, 2022 Regular Meeting
b. Consider approval of 22-51 for annual Boards and Commission appointments
c. Consider approval of Resolution 22-43 for annual Boards and Commission appointments
to the Westlake Academy Foundation
d. Consider adopting Ordinance No. 949 approving a negotiated settlement between Atmos
Cities Steering Committee (ACSC) and Atmos Energy Corp., Mid-Tex Division regarding
the Company’s 2021 Rate Review Filings and approving a settlement agreement with
Rate Tariffs and Proof of Revenues and other documents connected to said Rate
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Proceedings
e. Consider approval of Resolution 22-54, authorizing the Town Manager to enter into
agreement with Control Specialist Services, LP for the installation of the new pump and
motor to replace pump number one at the existing pump station in an amount not to
exceed $25,000
f. Consider approval of Resolution 22-55, authorizing the Town Manager to execute a lease
with Spectrum Gulf Coast, LLC, Texas, to utilize Town owned telecommunications conduit
(duct bank) along Pearson Lane, Aspen Lane and within The Westlake Ranch
Development
g. Consider approval of Resolution 22-56, approving the Architectural Design Guidelines for
Westlake Ranch
h. Consider approval of Resolution 22-61 extending paid sick leave in the event of
circumstances related to COVID-19
i. Consider approval of Resolution 22-62 amending the reporting structure of the Town
Secretary to the Town Council
11. REPORTS: Reports are prepared for informational purposes and will be accepted as
(there will be no presentations associated with the report items) There will be no separate
presented.
discussion unless a Town Council Member requests that report be removed and considered
separately
PUBLIC HEARING(S)
12. Conduct a public hearing and consider approval of Resolution 22-57 for a final plat of Lot 1,
Block 1, Westlake Corners South
13. Conduct a public hearing and consider approval of Resolution 22-58 for a final plat of Westlake
Ranch Addition
14. Conduct a public hearing and consider adopting Ordinance 950 for the approval of the revised
Town of Westlake Budget for Fiscal year ending September 30, 2023 including an Investment
Policy, Pay Plan Policy, Fiscal and Budgetary Policies, Restricted Committed and Assigned Fund
Balances and authorizing the Town Manager or Acting Town Manager to approve appropriated
funds in an amount not to exceed $50,000
15. Conduct a public hearing and consider approval of Ordinance 951 Levying Municipal Ad Valorem
(Property) Taxes for the 2022 Tax Year in accordance with the Fiscal Year 2023 Proposed
Budget
REGULAR AGENDA ITEM(S)
16. Consider approval of Resolution 22-59 to ratify the property tax increase as reflected in the
FY 2023 Annual Operating and Capital Budget
17. Consider approval of Resolution 22-60 authorizing a negotiated amendment to the
development agreement with LTF Real Estate Company, Inc. for 1R, Block 3 of
Westlake/outhlake Park Addition Phase I and approving the park open space master plan
located on Sam School Road
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WORK SESSION
AGENDA
ITEMS
Westlake Town Council
T YPE OF A CTION
Workshop - Discussion Item
7¤²³« ª¤ 4®¶ #®´¢¨« -¤¤³¨¦
Monday, August 29, 2022
T OPIC:Discussion of annual Boards and Commissions appointments.
S TAFF C ONTACT: Amy M. Piukana, Town Secretary
Strategic Alignment
Outcome
Vision, Value, Mission Perspective Strategic Theme & Results
Objective
High Quality Planning, Design &
Informed & Engaged
Development - We are a desirable
Municipal & Encourage Westlake's
Citizens / Sense of well planned, high-quality
Academic Operations Unique Sense of Place
Community community that is distinguished by
exemplary design standards.
Strategic Initiative
Outside the Scope of Identified Strategic Initiatives
Time Line - Start Date:July 13, 2022 C ompletion Date: August 29, 2022
Funding Amount:0.00 Status- Not Funded Source -N/A
E XECUTIVE S UMMARY (I NCLUDING A PPLICABLE O RGANIZATIONAL H ISTORY)
At the August 8, 2022 Town CouncilWork Session meeting, the Town Secretary reviewed the
Economic Development Corporation, the Planning and Zoning Commission, the Zoning Board of
Adjustments and the Texas Student Housing Authority Board. Tonight, the Town Council will
appoint members by resolution to fill expired terms.
The purpose of today’s Work Session discussion is to review the Westlake Academy Foundation
to discuss Board and Commission appointments. A proposed resolution to appoint members is
listed under Consent as an action item.
Page 1 of 3
Westlake Academy Foundation
Description (Overall)
In 2003, the Westlake Academy Foundation was created to serve as the fundraising arm of
Westlake Academy, a K-12 open-enrollment International Baccalaureate charter school. Its
mission is: “To provide financial support for Westlake Academy in its efforts to provide students
with an internationally-minded education of the highest quality, so they are well-balanced and
respectful life-long learners.”
Special Qualifications Required (who we are)
Individuals on the Foundation Board of Directors start their service as a WAF committee
volunteer. They share their time, energy, resources and expertise serving on one (or several) of
these Foundation committees: Investment, Marketing/Communications, Grants, Gallery Night
benefit auction, Blacksmith Annual Fund and Westlake Baja benefit concert. From this
volunteer corps, directors are recruited who have shown themselves as positive WA ambassadors
able to actively assist with fundraising for Westlake Academy.
Duties (What we do)
The primary purpose of the Foundation is to raise funding for approximately 20% of the school’s
annual operating budget. Collectively, Foundation initiatives raise over $1.5 million annually to
support school operations; academic programs; teacher recruitment, retention and training; new
equipment; upgraded technology; and the endowment. Fundraising efforts include direct mail, in-
person/phone solicitation, direct mail and special events. Multi-platform marketing and
communication initiatives invite support as well as report impact of donations.
Meetings (How Often)
The Foundation Board meets the third Thursday of each month, unless school holiday requires
alternate date. Committee meetings are called, as needed.
Term Length (For how long)
3 Year Terms
The Town Council shall discuss reappointments of the following members below:
Director Term Expiration – 3 Year Term
Deborah Kraska June 2025
Meghan Q. Dorr June 2025
Ahu Primeaux June 2025
Patty Pinsonnault June 2025
Vacant June 2025
Director Term Expiration – 3 Year Term
Heather Kilgore June 2024
Sharan Sankaranarayanan – *new applicant June 2024
Hue (Lilly) Jimenez – *new applicant June 2024
Vacant June 2024
Vacant
Page 2 of 3
Director Term Expiration – 3 Year Term
Sean Shope June 2023
Christine Ross June 2023
Michael Colby June 2023
Rob Fitzgerald June 2023
Tiffany Hernandez June 2023
R ECOMMENDATION
Staff recommends approving the proposed Resolution for the Westlake Academy Foundation
(WAF) and appoint members to fill expiring terms. This item islisted as action item under the
consent agenda.
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Westlake Fire-EMS
Master Plan
July 27, 2022
Westlake Fire-EMS Master Plan
Table of Contents
Executive Summary ................................................................................................................................. 3
Introduction .............................................................................................................................................. 4
Scope of Service ....................................................................................................................................... 5
Department History .................................................................................................................................. 7
Divisions and Staffing .............................................................................................................................. 9
Department Members ............................................................................................................................. 11
Organizational Chart .............................................................................................................................. 15
Values, Vision, Mission ......................................................................................................................... 16
Professional Development ...................................................................................................................... 17
Operating Costs Comparison .................................................................................................................. 22
NETCOM ............................................................................................................................................... 25
NEFDA ................................................................................................................................................... 25
Industry Standards and Other Considerations ........................................................................................ 26
National Institute of Standards and Technology ................................................................................ 27
Other Risk Factors to Consider .......................................................................................................... 27
Comprehensive Plan ........................................................................................................................... 29
Station Needs Assessment ...................................................................................................................... 31
Community Risk Assessment (CRA)/Standards of Cover (SOC) ......................................................... 33
WFD Improvement Goals ...................................................................................................................... 34
Staffing Model ........................................................................................................................................ 35
How many firefighters/paramedics should Westlake have? .............................................................. 35
Staffing Models .................................................................................................................................. 35
Capital Improvement Plan ...................................................................................................................... 39
Needs Assessment .................................................................................................................................. 40
Appendix A ............................................................................................................................................ 41
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Westlake Fire-EMS Master Plan
Executive Summary
The Fire Department must, to the best of its ability, prepare for and respond to the most common
emergency scenarios, and prepare for the high-risk, low-frequency events. Taking all known
community risks into account, the Department is required to provide an all-hazards approach to the
planning, preparation, response, and mitigation of emergencies. The Town’s own Community Risk
Assessment: Standard of Cover document and recent case studies reveal that the Fire-EMS department
has inadequate staffing in the Operations Division and Administration.
While fires pose a significant risk, they are not the only considerations in determining proper staffing
levels for a community. Emergency medical incidents require a minimum of four personnel to
effectively mitigate the incident. Critical medical emergencies (i.e., heart attacks, strokes, breathing
difficulties, motor vehicle accidents, etc.) require additional staffing to properly treat the patient, and
requires that firefighters from an engine company accompany the ambulance to the emergency
department to continue the critical care.
Three independent professional consulting services (e.g., Mike Pietch P.E., Robin McCaffery,
Emergency Service Consulting International) have identified staffing needs. In 2013, consultant Mike
Pietch P.E. concluded that Westlake have in service two (2) engine companies and one (1) ladder truck
company deployed from two (2) fire stations. Through the Town’s comprehensive plan, Robin
McCaffery identified Westlake will need 27 firefighters at build out, which does not include the
driver/engineers, company officers, battalion chiefs, or ambulance staffing. Emergency Service
Consulting International (ESCI) identified the need to add Effective Response Force (ERF) Resources
to Westlake Fire Department daily operations as part of their 11 Improvement Goals.
The Risk Reduction Division is responsible for conducting approximately 80 high risk commercial
annual safety inspections, which includes 24 structures that are four or more stories in height.
Additionally, three of the commercial campuses within the Town comprise of over 2.5 million square
feet of office and mix use space, making safety inspections particularly challenging in terms of
complexity and time. Unfortunately, minimally qualified shift personnel are required to be utilized,
when possible, on an overtime basis to help conduct inspections due to workload demand of annual
safety inspections, new construction activity, and competing challenges in maintaining operational
readiness. The lack of expertise needed to ensure proficient examination of these properties lead to
increased risks not being mitigated. Further, due to operational demands, the Department depends on
the use of operational personnel to perform all the educational activities implemented by the
department, which at times, creates inconsistent delivery and results due to varying personnel
capabilities.
The immediate critical staffing needs are: One (1) Fire Inspector and three (3) Firefighter/Paramedics.
This request is to operate current equipment at proper staffing levels as described in all industry
standards and best practices. Additional needs are discussed on page 41, Needs Assessment.
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Westlake Fire-EMS Master Plan
Introduction
With the growth of the Town, it is necessary to plan the growth of the fire department as well. The
Town has retained Professional Services to aid in the planning. The professional services include:
2013 - Mike Pietsch, P.E. Consulting Services, Inc.
2015 - Comprehensive Plan Update, Mesa Planning
2015 - Fire Station Site Validation Study - BRW Architects
2021 - Community Risk Assessment/Standards of Cover, ESCI
Planning for emergency services (i.e., fire, emergency medical services, hazardous materials, etc.)
protection for the Town of Westlake is an essential strategic step in ensuring that the Town has
adequate resources to mitigate emergency incidents today aswell as into the future. The size of
firefighting crews has a substantial effect on the fire department’s ability to protect lives and property
(NIST, 2010). Economic development is the main driver in which emergency services expand.
While Westlake has similarities to other communities, there are also characteristics that are unique to
Westlake which make staffing models somewhat challenging, such as the 1:16 ratio of resident
population to day-time population, the 6 million square feet of corporate campus mid-rise buildings
bringing Westlake to 24 mid-rise structures, which is more than any other city in northeast Tarrant
County. Westlake has a traffic count exceeding 120,000 vehicles traveling through each weekday.
Homes sized into the 18,000 plus square feet range. All of this is being protected by only 4
Firefighter/Paramedics per day to staff both an ambulance and a fire engine.
Is an Effective Response Force (ERF) being achieved? Is only four firefighters per day a safe and
effective staffing model? Is this the town's desired staffing model? The Town of Westlake does not
have adequate fire and emergency service resources to respond to the current risks much less protect
additional development. The growth of the fire department has not caught up to the increased
development to adequately meet the risks as illustrated through the Community Risk Assessment
(CRA)/Standards of Cover (SOC).
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Westlake Fire-EMS Master Plan
Scope of Service
st
The 21 Century fire and emergency services provided by fire departments has evolved over the years
from a heavy emphasis on fighting structure fires to an All-Hazards approach to providing pre-hospital
care, hazardous materials mitigation, traffic accidents, utility related incidents, technical rescue, social
service support, and responding to acts of hostile and terrorist events. The public expectation is fire
department response to all types of emergencies and requests for service; the health and safety net for
communities. The Westlake Fire-EMS Department deployment responsibilities include the following.
Fires – Structural and Non-structural
Traditional structural firefighting, vehicle fires, wild land fires and rescue related to these events.
Emergency Medical Services (EMS)
The demand for services continues to increase in the area of pre-hospital care provided by the
Westlake Fire-EMS Department. The Department provides a complete package of Emergency Medical
Services, mass casualty management, pandemic response, and patient transport. The EMS services
provided by the department are delivered at the highest recognized level through Department of State
Health Services.
Social Services
Increasing expectation to serve as the health and safety net by providing social service support to the
community.
Active Shooter/Hostile Event Response (ASHER)
Incidents involving one or more individuals who actively engage in harming, killing, or attempting to
kill people in a populated area by means such as firearms, explosives, toxic substances, vehicles,
edged weapons, fire, or a combination thereof have transformed the firefighters to deploy alongside
law enforcement during these incidents.
Terrorist Acts – Chemical, Biological, Radiological, Nuclear, and Explosives
Issues arising from the recent rise in global terrorism and civil unrest necessitates that department
personnel have the ability to respond to and mitigate acts of terrorism.
Hazardous Materials Response
Department personnel are trained as Hazardous Material Technicians and participate as part of the
Northeast Fire Department Association (NEFDA) Hazardous Materials Response Team. The
department continues to expand the capabilities of the hazmat response team to meet the ever-
increasing demand for response to chemical, biological, radiological, nuclear, and explosives events.
Technical Rescue
As a partner in NEFDA, the Technical Rescue Team provides emergency response to incidents such as
structural collapse, swift and rapid-rising water, trench rescue, confined space rescue, high angle
emergencies, and vehicle extrication.
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Westlake Fire-EMS Master Plan
Behavioral Health Emergencies
Unfortunately, there is a growing response to behavioral health emergencies. These incidents vary
from extreme anxiety and depression to drug overdoses.
Transportation Incidents
The Westlake Fire-EMS Department responds to emergencies involving all modes of transportation.
Catastrophic Weather Events – Tornados, Storms, Hail, Lightning, Floods & Heat
Thunderstorms and the associated flooding and tornadoes pose an immediate danger to the citizens of
this community. The Department plays a vital role in protecting life and property from the
consequences of weather-related emergencies.
Risk Reduction – Inspection, Education, Enforcement, and Code Development
Traditional fire prevention activities, such as inspection and enforcement continue to play a prominent
role in protecting the community from all potential hazard related losses – life, property, and
environment. A greater emphasis on public education and pro-active code development will be sought.
Fire Investigation – Arson, Cause/Origin, Intelligence, Prosecution
The Department is responsible for fire cause and origin determination. Working jointly with police
agencies, the ATF, and the Tarrant County Fire Marshal to bring arsonists to conviction brings to bear
an added element of fire prevention. Interaction with other enforcement agencies allows for collective
intelligence sharing and enhances safety to our community.
Special Events
The Department provides planning and response to many special events. The Department provides
public safety and education during these special events.
Emergency Management
Maintaining and implementing an emergency management plan to achieve the five mission areas:
prevention, protection, response, recovery, and mitigation. Emergency management strives to create a
framework to reduce vulnerabilities to threats and hazards and cope with disasters.
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Westlake Fire-EMS Master Plan
Department History
The Fire Department was formed on May 13, 2002, under the name Westlake Fire-Rescue. The fire
department was employed with nine (9) full-time Firefighter/Paramedics and a few part-time
Firefighter/Paramedics. Each shift would have up to four Firefighter/Paramedics, who staffed one (1)
Engine and one (1) Mobile Intensive Care Unit (MICU). At that time, we operated out of the Solana
Business Park, now known as The Plaza.
A short time later, the department moved to the temporary fire station site at 2900 Dove Rd., which is
where we remained for approximately 15 years enduring living conditions in multiple construction
trailers and barn style apparatus areas. Around 2005, the department pursued, but never fully formed,
the Westlake Department of Public Safety concept. The intent was to employ personnel who could
serve at any time, in any one of the primary public safety disciplines including, firefighting, law
enforcement, and emergency medical services (EMS). While the concept appeared desirable, it never
fully developed for multiple reasons.
In 2008-2009, the Department was considered to be outsourced by neighboring fire departments by
Town leadership. Bids were received to provide emergency services from their existing stations and
not provide permanent presence in the Town of Westlake, which would result in slower response time
among other challenges. The decision was reached by Town leaders to keep the fire department, but
unfortunately, the department had lost two-thirds of its full-time staff and some of its part-time staff
due to the uncertainty of maintaining their job. For an extended period, the department was running on
three full-time Firefighter/Paramedics and a small group of part-time Firefighter/Paramedics to support
a 24-hour coverage emergency operation. It was time to rebuild!
In 2010, the Department changed its name for the final time to Westlake Fire-EMS. Under this name,
many of the traditional service deliveries including fire suppression, technical rescue, hazardous
material response, EMS, public education and code enforcement have been the primary focus of the
organization. After holding multiple titles and serving in the fire chief capacity, Lt. Richard Whitten
was eventually named the Fire Chief. Chief Whitten began to lead the transformation of the
department by establishing standard operating procedures and filling vacant Firefighter/Paramedic
positions to stabilize the organization. In 2013, the department developed a Strategic Plan which
served as the focus of its management priorities for years to come. From there, additional professional
changes in the department began to deter part-time employee participation; more was being expected
of all department members, including part-time employees.
The leadership philosophy developed and implemented began to change how the organization would
see itself and operate in the future. We were committed to being a values focused and intellectually
driven organization using the Leader of Character Development model. The implementation of the
Leader of Character Development model helped propel the organization to the next level of service
delivery. Every fire department member is taught the values of the department and the demand is
simple; Be better - Do better!
In 2019, the department moved into the current fire station at 2000 Dove Rd. Occupying this station
has enabled the department to operate at a higher professional level due to its modern, but standard
internal building features (e.g., station alerting system, audio/visual equipment, training room, Self-
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Westlake Fire-EMS Master Plan
Contained Breathing Apparatus (SCBA) fill station, appropriately sized apparatus bay, etc.). The fire
station is strategically situated to support the majority of the incident call volume, which resulted in
decreased average response times.
In 2020 and 2021, the department was authorized to reclassify one Lieutenant each year to Captain
title for fulfilling all the requirements of that position identified in our professional development
policy. This step was to help the department move towards the development of a ladder truck
company. Further, in 2021, the department was authorized to reclassify three Firefighter/Paramedic
positions to Driver/Engineers. These positions are critical in the daily functions of the department,
including emergency incidents. They are not only the drivers of very sophisticated fire trucks, but offer
significant support to the company officer in all types of activities (i.e., emergency incident scene
management, personnel management, training, step-up roles, etc.).
In summary, the department is a relatively young organization that has experienced its fair share of
challenges in its 20-year life, from operating out commercial office buildings and construction trailers,
potentially outsourced, and high employee turnover rate. The department has taken those adversities
and transformed into opportunities to Be Better! Over the last 10-12 years is where the organization
has made a deliberate effort to focus its professionalism and higher standards related to organizational
performance and individual professional development.
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Westlake Fire-EMS Master Plan
Divisions and Staffing
Administration
The Administrative division of the department is comprised of the positions of the Fire Chief, Deputy
Chief/Fire Marshal, and Business Services Manager. Some of the typical responsibilities of the Fire
Chief include planning, organizing, and directing for all aspects of the department’s operations. The
Fire Chief is also responsible for all aspects of Emergency Management. The Deputy Chief/Fire
Marshal is assigned to coordinate the Operations and Risk Reduction divisions of the department. The
Business Services Manager is responsible for administration oversight, professional standards, human
resources and budgeting within the department. Administration struggles to maintain the high
standards and benchmarks similar to larger neighboring departments due to limited staffing. This is
compounded when the daily operational needs detract from the ability to focus only on administrative
needs.
Risk Reduction Division
The operating structure of the division is important, but further consideration must be given to specific
duties and the establishment of clear performance measures to ensure the division is able to achieve its
mission. This division is currently staffed only by the Deputy Chief/Fire Marshal who has dual roles
and must rely on suppression staff to assist in the delivery of public education mission activities. The
division currently prioritizes annual inspections according to the risk of loss of life. The division also
handles building plans review for new construction. Public education programs are in place and are
delivered upon request, but are also limited. Risk reduction initiatives can be compromised because
the Deputy Chief also holds operational responsibilities, which pose immediate consequences.
Fire prevention, inspection, and education duties are an important aspect of any fire department. In
departments with limited FTE counts, the duties are often assigned in tandem. These tasks and duties
are important as the least destructive fires for a community are the ones that never start. Prevention,
inspection, and education programs ensure these benefits are maximized. WFD has maximized the use
of the current FTE assigned and should consider the addition of another dedicated Inspector to assist
the Fire Marshal with the annual requirements of the division.
Emergency Management
The Emergency Management Coordinator for the Town is appointed to the Fire Chief by the Mayor.
The Emergency Management Division is responsible for planning, preparedness, response, recovery,
and mitigation efforts for Westlake. Emergency Management is an essential component of government
and responsible for overall public health and safety. Effective Emergency Management relies on the
integration of emergency plans within all levels of government and non-government in the community
of Westlake.
Support Services
In every fire department, there exist a number of activities that are outside of the “regular” duties of
responding to emergency incidents. These typically involve general maintenance of equipment, such
as self-contained breathing apparatus (SCBA), fire hoses, ladders, vehicles, facilities, medical
equipment and supplies inventory, air monitoring equipment, etc. In addition to the benefit of
maintaining operational readiness, the responsibilities serve as a platform to further develop
firefighters’ knowledge, skills, and abilities. These individuals learn project management, time
management, and budgeting skills that prepare them for future leadership roles.
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Westlake Fire-EMS Master Plan
The following figure reviews the administration and support structure of WFD.
WFD Administrative and Support Staffing
Number of Hours Work
Position Title
Positions Worked/Week Schedule
Fire Chief140M–F
Deputy Chief 1 40 M–F
Business Services Manager1 40 M–F
Firefighter/Paramedic– Westlake Academy 1 40 M-F
Total Administrative and Support Staff FTEs 4 - -
Emergency Operations
It takes an adequate and properly trained staff of emergency responders to put the appropriate
emergency apparatus and equipment to its best use in mitigating all hazard incidents. Insufficient
staffing at an emergency scene decreases the effectiveness of the response and increases the risk of
injury to all individuals involved.
Tasks to perform at the scene of a fire can be broken down into two key components: life safety and
fire flow. Responders base life safety tasks on the number of building occupants and their location,
status, and ability to take self-preservation action. Life safety-related tasks involve search, rescue, and
evacuation of victims. The fire flow component involves delivering sufficient water to extinguish the
fire and create an environment within the building that allows safe entry by firefighters.
The number and types of tasks needing simultaneous action will dictate the minimum number of
firefighters required to combat different types and magnitudes of fire. In the absence of adequate
personnel to perform concurrent action, the commanding officer must prioritize the tasks and complete
some in sequential order, rather than concurrently. These tasks include:
• Command • Water supply
• Scene safety • Pump operation
• Search and rescue• Ventilation
• Fire attack • Backup/rapid intervention
WFD Operations Staffing Summary
Position Title Positions
Shift Commander/Battalion Chief 0
Company Officer/Captain 2
Company Officer/Lieutenant1
Driver/Engineer3
Firefighter/Paramedic9
Total Operational Staffing 15 (5 per shift)
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Westlake Fire-EMS Master Plan
Department Members
Name Position EducationLicenses/Certifications
Richard Whitten Fire Chief Associate Degree of
Executive Fire Officer (EFO) –
Fire Science
National Fire Academy
Certified Fire Executive (CFE) –
Bachelor of Fire
Texas Fire Chief’s Academy
Science
Fire Service-Chief Executive
Officer (FS-CEO)– Texas A&M
Master of Business
Engineering Extension Service
Administration
Leading, Educating, and
Developing (LEAD) – Weldon
Cooper School of Public
Service
Licensed Paramedic
Master Structure Firefighter
Basic Fire Inspector
Master Arson Investigator
Fire Instructor III
Fire Officer II
Driver Operator
Haz Mat Tech
Head of Department
Suppression
John Ard Deputy Fire Chief/Fire Associate Degree of
Certified Fire Executive (CFE) –
Marshal Fire Science
Texas Fire Chief’s Academy
Fire Service-Chief Executive
Bachelor of Fire
Officer (FS-CEO) – Texas A&M
Administration
Engineering Extension Service
Leading, Educating, and
Master of Public
Developing (LEAD) – Weldon
Administration
Cooper School of Public
Service
Licensed Paramedic
Master Structure Firefighter
Master Fire Inspector
Master Arson Investigator
Master Fire Investigator
Fire Instructor II
Fire Officer II
Driver Operator
Haz Mat Tech
Incident Safety Officer
Basic Peace Officer
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Westlake Fire-EMS Master Plan
Tamara Cole Business Services Bachelor of Business LMSW (Licensed Master Social
Manager Management Worker)
Master of Social Work
Carrie Ferguson Firefighter/Paramedic Associate of
Licensed Paramedic
– Westlake Academy Emergency Medical
Advanced Structure Firefighter
Services
Fire Instructor I
Haz Mat Technician
Driver Operator
Fire Officer I
Chris Groom Captain/ParamedicBachelor of Fire and
Licensed Paramedic
EMS Administration
Advanced Structure Firefighter
Fire Instructor III
Bachelor of
Fire Officer III
Kinesiology
Driver Operator
Haz Mat Tech
Currently working on
Haz Mat IC
Masters
Incident Safety Officer
Blue Card
Tommy Villines Captain/ParamedicBachelor of
Licensed Paramedic
Emergency Services
Advanced Structure Firefighter
Administration
Fire Instructor III
Fire Officer III
Associate of
Driver Operator
Paramedicine
Haz Mat Tech
Haz Mat IC
Incident Safety Officer
Incident Commander
Daniel Robertson Lieutenant/Paramedic
EMT-Paramedic
Advanced Structure Firefighter
Advanced Fire Inspector
Fire Officer II
Instructor II
Driver Operator
Haz Mat Tech
Blue Card
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Westlake Fire-EMS Master Plan
Chase Brown Engineer/ParamedicBachelor of
Licensed Paramedic
Emergency Services
Intermediate Structure
Administration
Firefighter
Fire Instructor i
Fire Officer I
Driver Operator
Haz Mat Tech
Bachelors Fire/EMS
Kyle Lynch Engineer/ParamedicAssociates of Fire
Licensed Paramedic
Science
Intermediate Structure
Firefighter
Currently working on
Fire Instructor I
Bachelors
Fire Officer I
Driver Operator
Haz Mat Tech
Travis Livingston Engineer/ParamedicBachelor of Business
Licensed Paramedic
Administration
Advanced Structure Firefighter
Fire Instructor III
Fire Officer III
Driver Operator
Haz Mat Tech
Driver Operator
Driver Operator/Aerial
Jeremy Arrington Firefighter/Paramedic Currently working on
EMT-Paramedic
Bachelors
Basic Structure Firefighter
Driver Operator
Cameron Burge Firefighter/EMT Bachelor of Biology
EMT-Basic
Basic Structure Firefighter
Nicole Duncan Firefighter/Paramedic Currently working on
EMT-Paramedic
Bachelors
Basic Structure Firefighter
Driver Operator
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Westlake Fire-EMS Master Plan
Matthew McAdoo Firefighter/Paramedic Bachelor of
Licensed Paramedic
Kinesiology
Basic Structure Firefighter
Diver Operator
Victor Mesa Firefighter/Paramedic
EMT-Paramedic
Advanced Structure
Firefighter
Instructor II
Haz Mat Tech
Driver Operator
Basic Fire Inspector
Jacob Moorman Firefighter/Paramedic Bachelor of Business
Licensed Paramedic
Basic Structure Firefighter
Blake Neal Firefighter/Paramedic Bachelor of Wildlife
Licensed Paramedic
Conservation Sciences
Basic Structure Firefighter
Driver Operator
Marc Pare Firefighter/Paramedic Degree in
EMT-Paramedic
Woodworking
Basic Structure Firefighter
Technology
Haz Mat Tech
Jake Pickering Firefighter/EMT Bachelor of Criminal
EMT-Basic
Justice
Basic Structure Firefighter
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Westlake Fire-EMS Master Plan
Organizational Chart
Town
Manager
Deputy Town
Manager
Fire
Chief/EMC
Risk Reduction Business Services
FF/Paramedic
Operations Emergency
Westlake
Deputy Chief/Fire Business Services
Management
Deputy Chief
Academy
MarshalManager
C Shift Emergency
A Shift B Shift Code Assistant
Shift AdministrationOperations
Shift CaptainShift Captain Compliance EMC
Lieutenant Center
Engine Engine Engine Public Professional
Operations
CompanyCompanyCompanyEducationStandards
Medic Medic Medic
InvestigationsBudgetingPlanning
CompanyCompanyCompany
Human
Logistics
Resources
Finance
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Westlake Fire-EMS Master Plan
Values, Vision, Mission
Values
Dedication, Compassion, & Excellence
Vision
To be an exemplary organization acclaimed for our proficiency, integrity, and selfless devotion to
duty.
Mission
We are a values-oriented team committed to preserving life, property, and the beauty of our natural
environment: through dedication, compassion, and excellence in education, prevention, and
emergency response.
Motto
Deditus Pietas et Virtus
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Westlake Fire-EMS Master Plan
Professional Development
Of all the initiatives developed in the organization, perhaps professional development is one of the
most important features of the fire department. While the term professional development may hold
different meanings for different people, from our lens, it means so much more than achieving personal
or professional goals. For us, it is embedded in how we operate in every facet of our organization.
Professional development is embedded in the on-boarding process, Leader of Character Development,
technical training, succession planning, officer development, and higher education requirements using
the U.S. Fire Administration’s National Professional Development Model. With that, the professional
development policy is the foundation document. This document expresses the importance of
professional development at the personal and professional level. Additionally, this policy establishes
the minimum credential requirements of operational personnel including self-development,
experience, higher education, and training.
Leader of Character
The Leader of Character Development Model buttresses the professional development at all levels of
the organization. To better understand us, you must understand what we value. We value developing
others. We want our employees to be better fathers, mothers, brothers, sons, daughters, husbands,
wives, and friends. We do that by focusing on individual character traits at the most basic level and
thread these concepts into many parts of the organization. We believe, helping people understand core
character traits helps develop people to be more resilient and have better relationships with others.
The key to every structure is a solid foundation and strong support pillars, so that the structure is
resilient to the harsh environment. The Leader of Character Development Model is built on these
principles. James C. Hunter coins the phrase “leadership is character and character is leadership” in his
book The World’s Most Powerful Leadership Principle. Hunter describes how quality leadership is a
product of quality character traits. Pat Williams describes this same philosophy in his book Character
Carved in Stone.” The term “Leader of Character” comes from West Point. This leadership philosophy
is based on different levels of growth and development, the first level representing the foundation, and
each level there after building upon the preceding one such as a structure is built. The Leader of
Character Development Model has five levels of development, or rather perspectives: Setting the
Tone, Forging Bonds, Finding Yourself, Influence, and Leadership. These represent levels of maturity.
Recall the phrase: "the moral and ethical maturity to behave according to proper values and
principles."
Sitting on top of the foundation are four pillars of character. These Pillars represent the clusters of
character which Angela Duckworth described in her book Grit. The pillars are: Intrapersonal
Character, Interpersonal Character, Intellectual Character, and Technical Character. These four pillars
of character are essential for developing and maintaining strong character.
The first pillar, Intrapersonal Character are virtues of will. This is our inner most core of character,
what is deep down inside of us and what we depend on in our most challenging times, what we draw
from, what all other character grows out of such as grit, perseverance, discipline, etc. There are several
traits of intrapersonal character.
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Westlake Fire-EMS Master Plan
The second pillar, Interpersonal Character are virtues of heart. This is how we treat people, such as
kindness and respect.
The third pillar, Intellectual Character are virtues of mind. This is how we think, our mindset, how we
see things and think about them such as open mindset, growth mindset, and optimism.
The fourth pillar, Technical Character are virtues of craft. This is specialized training/technical skills
that we acquire for our jobs.
The levels of maturity are different perspectives. The perspectives are based upon our experiences and
how we look at or see things from our own current level of growth. The first level of perspective is
Setting the Tone. The traits focused on at this level of perspective are discipline, integrity,
perseverance, accountable, gratitude, courage, dignity, perspective, and determination. The second
level of perspective is Forging Bonds. The traits focused on are temperance, tolerance, mindset, and
competence. The third level is Finding Yourself. This is when we begin to discover the value in
sacrifices and service to others. This level covers a variety of different traits that spawn out of the
previous (baseline) traits. The fourth level of perspective is Influence. Influence is where we
understand and see the full effect of the Law of Harvest from the sacrifices and service that we have
already provided to others. The traits focused on are humility, respect, faith, and confidence. At this
point, our pillars of character should have engrained solid moral principles in which everything else
spawns from, enriching our relationships.
We cap off our columns with a covering of focused traits: dedication, compassion, and excellence. It is
at this point that we emerge as Leaders of Character based on solid principles of true character and we
naturally take on a role as a leader - a Leader of Character because others will choose to follow of their
own free will. The results of implementing this type of leadership development strengthens human
relationships, which is a part of everything we do.
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Westlake Fire-EMS Master Plan
Hiring/Onboarding
The selection process for joining the fire department is very rigorous. To be a part of our team requires
that the candidate demonstrate the highest moral character, mental, and physical standards, which is
examined through multiple perspectives. All candidates for firefighter positions must pass a written
exam (80% of higher), Texas Department of Public Safety row test, physical ability course, panel
interview, chief interview, psychological exam, medical/physical exam, and thorough background
investigation. While each step includes minimum competency requirements, our focus is on attitude
and character at each candidate encounter.
Our onboarding process, we coined “Bootcamp,” is the process by which we deliver the history of
organization and expectations for the future performance. By the end of the bootcamp, the candidate
must demonstrate the most basic levels of EMS and firefighter performance objectives. The bootcamp
instruction is delivered by bootcamp instructors (Driver/Engineers) and runs Monday through Friday
for four weeks during daytime hours. In bootcamp, candidates will learn the “Westlake Way.” They
will learn foundational character traits (e.g., discipline, courage, mindset, gratitude, dignity,
perspective, etc.) every day. Each day begins with an intense workout regimen designed to identify
strengths and weaknesses in their capabilities. Beyond that, they move to didactic learning most
mornings and skill development in the afternoon. The body of content includes emergency operations
related to mostly fire and EMS responses. By the end of the bootcamp, the candidate must pass a
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Westlake Fire-EMS Master Plan
medical protocol test and be endorsed by the bootcamp instructors to successfully move to on-duty
shift assignment. Not all candidates make it successfully. Later, paramedic candidates will attend an
intensive Paramedic Internship Program allowing them to be released to perform advanced life support
care and treatment.
Promotion Standards
All personnel are taught promotions start on the first day of employment. Each day the candidate must
be committed to being better than they were and will be held accountable by their peers and
supervisors. With that, promoting in the department is more than skill development and time on the
job. They must meet higher education standards and certification requirements than many of their
peers in other departments. Those standards are articulated in the Professional Development policy.
More than that, they must demonstrate high moral character and a good attitude.
Additionally, the work required for promotion is completed by the employee with his/her own time
and money. We consider all promotional credentialing as vertical movement, and the department will
not pay for those courses. The department seeks to build leaders. We believe leaders are built through
adversity. Strong leaders will do what it takes to succeed and will not need their hand held along the
way, or perhaps pulled. Ultimately, these higher standards create an organization of self-directed
learners that help solve complex problems facing our organization and industry.
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Westlake Fire-EMS Master Plan
Technical Training
All operations personnel are required to be a certified firefighter, EMT-Paramedic, and Hazardous
Material Technician. Many of our personnel, shown elsewhere within this document, have obtained
many industry related certifications, beyond the requirements of the organization that improve the
capabilities of the individual and organization to deliver exceptional services. The learning
opportunities are endless in the fire service because our scope of services has grown to include so
many different disciplines. Some of those certifications and training include very specialized
knowledge and training (e.g., high angle rescue, rope rescue, swift water rescue, advanced extrication,
and forcible entry).
Transformed Culture
Adopting the philosophy of Leader of Character and continuous improvement didn’t occur all at once.
We began this process over the last five to seven years. Through practice, we began to see what works
and what does not work. We found our person centric focus, even with high demands on our
personnel, delivered positive results in the form of higher performance and improved morale. With
change, some casualties were experienced. Not everyone embraced our philosophy. As a result, some
higher-than-normal attrition occurred. Metaphorically, we found we were getting the right people on
the bus and placed in the right seats and the right people off the bus. Currently, we have developed the
strongest culture of high performing people this organization has ever witnessed, and we could not be
prouder of the work they have accomplished to Be Better!
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Westlake Fire-EMS Master Plan
Operating Costs Comparison
How does the Westlake Fire-EMS Department compare to other area fire departments in operating
costs? Whether there are 100 incidents or 10,000 incidents, the fire department must meet specific
state regulations, the same regulations that other fire departments must meet. In comparing the
operating costs with the area fire departments, three costing factors are analyzed: appraisal values,
population, and square miles. Each city is made up of different characteristics therefore, the costing
factors provide a stable costs comparison model serving as a dashboard to operating costs.
When comparing to Appraisal Values, the range is $0.08 to $0.23 cents per $100 of valuation with the
median $0.13. Westlake Fire-EMS Department's operating costs is below the median at $0.08 as
illustrated in Figure 1.
(Figure 1)
Figure 2 illustrates the operating costs to population. The high is $1,501.27 and the low $117.06 with
the median at $210.29. Comparing the operating costs to the resident population is $1,501.27, the
highest. However, utilizing the day-time population, it drops well below the median at $142.54. With
the significant resident population to day-time population ratio, we consider both populations.
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Westlake Fire-EMS Master Plan
(Figure 2)
Comparing the operating costs to square miles, the highest is $873,166 and the lowest is $371,835
with Westlake representing the lowest as illustrated in Figure 3.
(Figure 3)
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Westlake Fire-EMS Master Plan
Since Westlake is unique with the increased day-time population ratio compared to resident
population, we look to Addison as an additional comparison since Addison has a similar increased
population ratio. With Appraisal Value Addison is at $0.17 and Westlake is at $0.08 as illustrated in
Figure 4.
(Figure 4)
Comparing both resident population and day-time populations in Figure 5, Addison is at $549.75 with
the resident population and Westlake is at $1,501.27. For day-time population, Addison is at $174.06
and Westlake is at $142.54.
(Figure 5)
Whencomparing to square miles, Addison is $1,945,309 and Westlake is $371,835 as illustrated in
Figure 6.
(Figure 6)
The Westlake Fire-EMS Department operates extremely efficient when compared to other area
departments. How much does a homeowner contribute to fund the fire department? A $1,500,000
million dollar home has a tax amount of $2,518 with a $0.16788 tax rate (7% of Tax Bill). Of the
$2,518 (7%), 27% or less than $680 funds the fire department.
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Westlake Fire-EMS Master Plan
NETCOM
Northeast Tarrant County Communications (NETCOM) is the reginal Public Safety Answering Point
(PSAP) for local 9-1-1 services. NETCOM serves the communities of Westlake, Keller, Southlake,
and Colleyville. They are located in the City of Keller at the Keller Police Station. They perform
dispatching services for all police, fire, and EMS emergency and non-emergency incidents within each
listed jurisdiction.
NEFDA
Westlake Fire-EMS Department holds membership with NEFDA (Northeast Fire Department
Association), a regional organization that offers training and specialization in specialty operational
areas. NEFDA was developed by a group of cities in Northeast Tarrant County, Texas, for the purpose
of combining manpower, ideas and education for specialty operations. The member cities include
Bedford, Colleyville, Euless, Grapevine, Hurst, Haltom City, Keller, North Richland Hills, Richland
Hills, Roanoke, Southlake, and Watauga. The operational areas include:
Hazardous materials Mass casualty response
Technical rescue Explosive response
Swift water rescue
It is the mission of the Northeast Fire Department Association to consolidate the strengths and
resources of all member departments for the purpose of enhancing the service delivery to all of our
respective customers across all jurisdictional boundaries. We accomplish this mission by providing our
Fire Fighters with quality professional development training, sharing of resources, cooperative mutual
responses and a commitment to community safety. Additionally, NEFDA offers support in many other
critical areas including:
Communications support Mobile command post
Decontamination (Mass Decon) Urban search and rescue
support
Heavy rescue (collapse) response
Explosives response team team
Hazardous materials response team Technical rescue team
Light and air support Swift water response team
Mass casualty incident response team
Westlake’s responsibility to the organization and the region is to provide qualified Hazardous
Materials Technicians every shift that may be deployed for response, mitigation, and recovery of a
hazardous materials incident. Other responsibilities include cooperation and participation with the
training and operations committees. Each year, all NEFDA cities perform multi-jurisdictional and
multi-company live fire training in the Spring and the Fall.
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Westlake Fire-EMS Master Plan
Industry Standards and Other Considerations
National Fire Protection Association (NFPA)
NFPA 1710, Organization and Deployment of Fire Suppression Operations, Emergency Medical
Operations, and Special Operations to the Public by Career Departments
The purpose of this standard is to specify the minimum criteria addressing the effectiveness and
efficiency of the career public fire suppression operations, emergency medical service and special
operations delivery in protecting the citizens of the jurisdiction and the occupational safety and health
of fire department employees.
NFPA 1710-5.3.3.3.2 states, “Personnel deployed to ALS emergency responses shall include a
minimum of two members trained at the emergency medical technician-paramedic level and
two members trained at the emergency medical technician-basic level arriving on scene within
the established travel time.”
NFPA 1710-5.2.3.2.1 states, “These fire companies shall be staffed with a minimum of four
on-duty personnel.”
NFPA 1710-4.1.2.1 states, “The fire department shall have the capacity to deploy an initial full
alarm assignment within 480 seconds or less.”
NFPA published a report in 2015 (Figure 1), illustrating that the median staffing level for career
departments with a population of 25,000 to 49,999 in the South region (which includes Texas) is 1.64
firefighters per 1,000 people.
Figure 1 (NFPA Research)
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Westlake Fire-EMS Master Plan
National Institute of Standards and Technology
The National Institute of Standards and Technology (NIST) published two reports pertaining to
effective staffing levels for residential fire operations and high-rise operations. The study for
residential fires (April 28, 2010) concluded that four person crews were safer for occupants and
firefighters and more effective than two and three person crews.
The four-person crews were able to deliver water to a similar-sized fire 15 percent faster than the
two-person crews and 6 percent faster than three-person crews, steps that help to reduce property
damage and lower danger to the firefighters. "Fire risks grow exponentially. Each minute of
delay is critical to the safety of the occupants and firefighters, and is directly related to property
damage," said Averill, who leads NIST's Engineered Fire Safety Group within its Building and
Fire Research Laboratory.
The study for high-rise fires concluded that larger crew sizes were equally safer and more effective.
"Unlike most house fires, high-rise fires are high-hazard situations that pose unique operational
challenges to fire service response. How big a fire gets and how much danger it poses to
occupants and firefighters are largely determined by crew size and how personnel are deployed
at the scene," says lead researcher Jason Averill, a NIST fire protection engineer. "It's not simply
that larger crews have more people. Larger crews are deployed differently and, as a result, are
able to perform required tasks more quickly.”
An analysis of 14 "critical tasks," those undertaken when potential risks to building occupants
and firefighters are greatest, found that three-member crews took almost 12 minutes longer than
crews of four, 21 minutes longer than crews of five, and 23 minutes longer than crews of six to
complete all tasks. Four-person crews took nine minutes and 11 minutes longer than five and six
member crews, respectively.
Other Risk Factors to Consider
Emergency medical incidents require a minimum of four personnel to effectively mitigate. Critical
medical emergencies (i.e., heart attacks, strokes, breathing difficulties, etc.) require additional staffing
to properly treat the patient, and further requires that firefighters from an engine company accompany
the ambulance to the emergency department to continue the necessary standard of care.
Responding to a motor vehicle accident is an extremely dangerous environment. There are several
critical tasks that must be completed to safely mitigate the incident such as shutting down lanes of
traffic, deploying traffic cones, assessing and treating injured occupants, deploying hose lines,
securing vehicles, mitigating hazards such as leaking fuel and other fluids, securing vehicle power
sources, extricating trapped victims, and many other tasks. An injured occupant will require a
minimum of two personnel for effective treatment. Often times, there are several patients to triage,
treat and transport, requiring more resources than our current staffing model provides. When staffing
levels are not sufficient to accomplish all critical tasks in an effective manner, critical tasks are often
omitted creating greater risks to firefighters, police officers, motorist, and patients.
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Westlake Fire-EMS Master Plan
Insurances Service Office (ISO)
The purpose of ISO is to provide a Fire Suppression Rating Schedule. The Schedule is to outline
criteria for evaluating the fire prevention and fire suppression capabilities of individual communities.
An evaluation establishes a Public Protection Classification (PPC) for property insurance ratings. The
PPC range is from 1 (best) to 10 (worst). Three main areas are evaluated: Emergency
Communications, Water Supply, and the Fire Department.
According to ISO:
A community's investment in fire mitigation is a proven and reliable predictor of future fire
losses. Statistical data on insurance losses bears out the relationship between excellent fire
protection - as measured by the PPC program - and low fire losses. So, insurance companies use
PPC information for marketing, underwriting, and to help establish fair premiums for
homeowners and commercial fire insurance. In general, the price of fire insurance in a
community with a good PPC grade is substantially lower than in a community with poor PPC
grade, assuming all other factors are equal.
In 2013, the town retained the service of Mike Pietch P.E. Consulting Services to provide an
assessment of the town's PPC. With respect to maintaining a low ISO Public Protection Classification,
the report from Mike Pietch, P.E. Consulting Services, Inc. (August 30, 2013), concluded that
Westlake have in service two (2) engine companies and one (1) ladder truck company deployed from
two (2) fire stations.
In April 2017, the town received its PPC report (ISO report) from the State Fire Marshal's Office
awarding the town a Class 2 rating. Westlake received an overall score of 71%. The points scored
were 78.47 out of a possible 109.76. The three main areas of scoring were, Emergency
Communications rated 8.84 out of a possible 10, Water Supply 38.60 out of a possible 40, and Fire
Department 35.95 out of a possible 50. Due to difference in the relative credits for the Fire
Department and Water Supply, 4.92 points were subtracted. This divergence between the water supply
and the fire department prevents the better feature (water supply) from being utilized to its fullest
extent. The largest deficiencies in the fire department were the result of insufficientengine company
staffing and no ladder company.
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Westlake Fire-EMS Master Plan
Comprehensive Plan
The Comprehensive Plan identifies that Westlake will need 27 firefighters at build out, not counting
company officers, battalion chiefs, or ambulance staffing, which is misleading. The Plan arrives at the
number based on the National average of 1.2 firefighters per 1,000 population. However, the National
average does not consistently account for fire-based EMS systems, which requires additional
firefighters. Furthermore, NFPA identifies a national ratio of 1.64 for the South region. When utilizing
the Addison staffing model, as comparable, the need for 30 firefighters is identified and therefore the
comprehensive plan splits the difference between the 23 (the 1.2 factor) and 30 (Addison model) with
a recommendation of 27.
In determining fire station locations, the Comprehensive Plan identifies the need of two fire stations
and illustrates one station located at Dove Road and Davis Blvd, and a second fire station located near
Hwy 170 and Roanoke Road, with each station providing a five-minute response capability (Figure 2).
The Plan goes on to identify that one fire station should cover the residential areas and the second
station cover the non-residential areas, another misleading element. The logic is not illustrated in best
practice models. Fire stations are located based on geographic coverage, not occupancy types. Dense
occupancies (e.g., downtown districts, midrise buildings and corporate campuses) require additional
firefighters and resources.
Figure 2 (2015 Comprehensive Plan)
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Westlake Fire-EMS Master Plan
Site Feasibility
In 2015 the Town of Westlake retained the services of Brown Reynolds Watford (BRW) Architects to
conduct a Fire Station Site Validation Study. The study evaluated five potential locations for
advantages and disadvantages based on established criteria to determine the most appropriate location
for a new fire station. BRW established the program needs to determine the necessary space
requirements. The grading criteria included five factors:
Achieves Short-Term Response Needs
Achieves Long-Term Response Needs
Best Vehicular Access to and from Site
Site Development Costs
Favorability of Site
Site A was located at the northeast corner of Dove Rd. and Davis Blvd. Site B was located at the
southeast corner of Dove Rd. and Davis Blvd. Site C was located at Davis Blvd and Capital
Pkwy/Solana Blvd. Site D and E were located mid-block Solana Blvd. Site A was graded with 91
points, Site B 83 points, Site C 81 points, Site D 61 points, and Site E 60 points. The Town selected
Site A as the location for the new fire station.
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Westlake Fire-EMS Master Plan
Station Needs Assessment
In June of 2014, the Westlake Town Council was presented the conditions and needs of the existing
fire station. The fire department provides essential services to the community such as preserving life,
incident stabilization, property conservation, and protecting the economic infrastructure. In order for
the fire department to be successful in achieving this mission, it is imperative that the department have
adequate facilities and be strategically located in the best possible location which will enhance the
ability for the organization to provide these essential services. The facility and location did not provide
that ability. Since Westlake was only about 25 - 30 percent developed and had a day-time population
increase of more than 1200 percent, which placed an additional workload on the department. While
property taxes have only recently been imposed on property owners and rates remain very low, this is
an additional challenge to provide adequate funding for emergency service needs (e.g., new fire
station, staffing, and equipment). In addition, the facility posed health and safety concerns as well as
inhibited the ability to improve service quality.
The most important factor to be successful in preserving life, stabilizing incidents, preserving
property, and protecting the economic infrastructure is providing quick response times with an
effective response force with properly staffed apparatus. The current response force for the Town of
Westlake was three personnel covering one engine/pumper and one ambulance. Proper staffing for one
engine and one ambulance is a minimum of five - six (5-6) personnel (3-4 assigned to the engine and 2
assigned to the ambulance).
Building a new fire station in the eastern half of Westlake would improve response times. In addition,
when responding to an incident at a corporate campus, the department must consider the amount of
time that it takes to get to a patient or fire once units arrive on the scene, as with a downtown district.
It is not uncommon for there to be an additional five to eight minutes added to the response time. For
example, if emergency personnel arrive on the scene in six minutes from being dispatched and then it
takes another six minutes to get to the patient, the total time from the onset (e.g., difficulty breathing)
to responders arriving at the patient can be as long as 15-20 minutes. The demand area for incidents
was the eastern half of Westlake. The nucleus of the demand area was the intersection of Dove Road
and Davis Blvd. The ideal location of a new fire station should be located as close to the nucleus as
possible. The nucleus would provide excellent response in any direction (north, south, east or west)
and provide quick access to Hwy 114, which the existing fire station did not as it was located at the
back center of Westlake, the least effective location.
Furthermore, a new fire station would solve the inadequate facility situation. The existing facility did
not provide a safe environment for personnel. Firefighters were exposed to diesel exhaust which
contains arsenic, benzene, formaldehyde, and Polycyclic Aromatic Hydrocarbons (PAH). Exposure to
diesel exhaust has been linked to cancer in firefighters with firehouse exposure. In addition, the
firefighters and their equipment were not protected from severe weather such as tornados. It was
imperative that the firefighters and their equipment be protected during these events so that they are
able to respond to the needs of the community that they are protecting. The existing fire station did not
meet building codes and standards or the Town's own design standards. A new fire station would
provide the ability to have adequate staffing (i.e., effective response force), meet the demands of the
Town's growth, and comply to current building codes and the Town's design standards. Furthermore,
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Westlake Fire-EMS Master Plan
the existing fire station was subject to frequent rat, mice, snake, other rodents, and birds that would
nest or bed in the firefighter's protective gear and the engine compartments of the fire apparatus.
The Westlake Fire Department was in desperate need of a new fire station. In order to improve the
quality of fire and EMS services for the stakeholders of the Town of Westlake, proper funding was
essential. Acquiring the funds to secure the proper location and build a new modern fire station would
meet the needs of the organization while supporting the mission of preserving life, stabilizing
incidents, property conservation, and protecting the economic infrastructure of the community.
Improving the quality of the fire department was an investment in the community for all stakeholders.
The return on this investment would be seen through improved response times, improved effective
response force, and improved health and safety for the firefighters.
The Town held two Town Hall Forums to seek citizen and stakeholder input with the first one on
September 16, 2016, and the second one on May 25, 2017. The first forum the case for a new fire
station was presented and the audience supported the new fire station. Audience input was collected
and implemented into the design of the station, specifically building the fire station to the same design
standards that the Town has along with blending the residential neighborhoods with the commercial
area. During the second forum, the new design of the fire station, the groundbreaking timetable, the
financing, and the estimated completion date was presented. The new station would be funded with
cash and certificates of obligation issued for a 30-year period, which is a common practice for public
safety buildings, and would be paid back with sales and use tax. The land for the fire station would be
donated to the Town. The station would be about 18,000 square feet, about the same size as the
Roanoke and Trophy Club fire stations.
See Appendix A for pictures of fire station conditions.
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Westlake Fire-EMS Master Plan
Community Risk Assessment (CRA)/Standards of Cover (SOC)
th
A Standards of Cover (SOC) is defined in Community Risk Assessment: Standards of Cover 6 Edition
as “Those written policies and procedures that establish the distribution and concentration of fixed and
mobile resources of an organization.” These policies are relative to risk classification (fire, emergency
medical services, technical rescue, hazardous materials) and category (low, moderate, high,
maximum). Here is an example of a baseline distribution (first-due) performance objective statement:
For 90 percent of high-risk fires, the total response time for the arrival of the first-due unit
staffed with two firefighters and one officer is 8 minutes and 20 seconds. The first-due unit shall
be capable of providing 500 gallons of water and 1,500 gallons-per-minute pumping capacity,
initiating command, establishing a water supply, advancing an attack line, and rescuing victims
based on a risk assessment while considering the Occupational Safety and Health Administration
(OSHA) two-in/two-out rule.
A SOC is a concept that allows for analysis of the current deployment of emergency resources (engine
companies, ladder companies, ambulance companies, etc.) compared to the risk assessment of the
community. A SOC is not a single document but a philosophy of meeting the risk with the right
resources in a certain amount of time to mitigate the incident that has occurred, utilizing an all-hazards
approach.
The level of service a department provides is relative to capital limitations authorized by the local
governing body. What are the implications of response quality, and does the community understand
the risk associated? How does it compare to industry response standards such as NFPA 1710 Standard
for the Organization and Deployment of Fire Suppression Operations, Emergency Medical
Operations, and Special Operations to the Public by Career Fire Departments? If time is directly
related to the outcomes in our business, customers should understand the implications of how time
impacts outcomes for them. Based on science and data, such as the studies published by the
Underwriters Laboratories (UL) and the National Institute of Standards and Technology (NIST), we
understand the associations of time, flow path, and outcome. But does the community? How does this
impact the survivability profile of occupants in buildings involved with fire or a person in cardiac
arrest? Multiple strategies exist to address these challenges.
Departments all over the world are pursuing excellence. In their crusade, some are using the tenets of
the Commission on Fire Accreditation International (CFAI) model. One of the most challenging yet
rewarding to the community is a pillar of this model: the publication of a Community Risk
Assessment/Standards of Cover (CRA/SOC). The documentation of the characteristics of the
community, hazards and risks, response quality, and the plan to maintain or improve the capabilities
are all objectives of a CRA/SOC. When departments align with these key performance indicators, the
community has the awareness to the level of service provided by the fire department. Clear
communication of the gaps and capabilities, capacity and the level of service provided enables elected
officials to effectively prioritize community initiatives through data-driven decisions. Communities
can then decide when to enhance the department’s capabilities based on its standards of cover should
they choose. Communities are dynamic; the business owner and customer must have a clear
understanding of what the service level is and its quality. A Standards of Cover can establish this by
33
Westlake Fire-EMS Master Plan
policy. As of this report, the Town of Westlake has not formally adopted and implemented a Standards
of Cover.
In 2020, the town retained Emergency Services Consulting International (ESCI) to conduct a
CRA/SOC. In February 2021, ESCI presented the report to Town Council. The summary of the report
follows.
Based on information obtained throughout this process, WFD is provided strong leadership and
an innovative vision. The department is functioning at a high level commensurate with
community expectations. While there is always room for improvement, the department is
serving the citizens of Westlake well. ESCI identified several issues, concerns, and
opportunities. The following recommendations are intended to accomplish the primary
objectives listed below:
1. Define and adopt expected service levels and performance standards to be provided by
the fire department.
2. Identify service level improvement opportunities in operations and support services that
can be implemented as funding becomes available.
3. Identify opportunities that will accommodate expanded collaboration and
implementation of cooperative effort strategies between WFD and Northeast Fire
Department Association (NEFDA) participants as well as neighboring jurisdictions.
The recommendations are described as improvement goals and should be implemented as funding
allows. Each will improve the department's ability to provide effective service to the community.
WFD Improvement Goals
Improvement Goal A Formally Adopt First Due Response Time Standards & Targets
Improvement Goal B Improve Turnout Time Performance
Improvement Goal C Evaluate Current and Future Station Locations to Improve Response and Add Station
2 with Training Facilities
Improvement Goal DAdopt Effective Response Force Assembly Goal
Improvement Goal EAdd Effective Response Force Resources to Achieve 19 Personnel
Improvement Goal F Enhance General Partnering Strategies Utilizing Increased Automatic Aid
Improvement Goal G Enhance Fire Prevention Inspection and Public Education Capabilities
Improvement Goal H Create and Implement a NEFDA Pre-Fire Plan Standard in Accordance with NFPA
1610
Improvement Goal IEnhance Training Capabilities
Improvement Goal JEnhance Emergency Management Capabilities
Identify opportunities for future improvements through the monitoring and use of
Improvement Goal K
defined records management systems and dashboards that measure, and display
adopted performance indicators and system performance to include automated
dispatch system, automatic vehicle locations (AVL) system/closest unit response,
enhanced traffic signal preemption, and comprehensive records management system
(RMS) with integrated real-time dashboard display.
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Westlake Fire-EMS Master Plan
Staffing Model
How many firefighters/paramedics should Westlake have?
Several variables must be considered when determining the necessary resources, such as the square
miles being covered, population, the amount and size of buildings, the types of buildings, number of
high-risk occupancies, response times and several other factors. Since Westlake has a population ratio
of 1:16 of residential population verses day-time population, factoring the day-time population would
best serve the residents and corporate partners. In addition, given the mere sizes of the corporate
campus buildings and the homes in Westlake, the Effective Response Force (EFR) is increased,
driving the need for additional staffing. The U.S. Fire Administration has developed the Emergency
Resource Deployment Planning model (Standards of Cover) to assist communities in determining the
necessary fire and emergency medical services (EMS) resources. Westlake has recently completed a
Community Risk Assessment and Standards of Cover, but has not adopted policy to establish resource
deployment standards
Staffing Models
Utilizing NFPA's South Region national average of 1.64, Westlake should have 26.24 firefighters
based on the day-time population (16,000). This number is on-duty firefighters and does not account
for ambulance staffing or paid time off (PTO) staffing.
The current operational staffing level for Westlake Fire-EMS is five full-time equivalents (FTEs) per
24-hour period (Figure 3). There are three rotating shifts. The current minimum staffing level is four
(4). This model provides a staffing level of five personnel per shift to staff an engine company and an
ambulance company. A vacancy is created each shift due to PTO and leaves the shift with only four
personnel to cover both the engine and the ambulance leaving two firefighters on the engine rather
than the NFPA recommended four (4). Six (6) additional firefighters are needed, two for each shift to
have a minimum staffing level of six (6), utilizing a staffing factor of 3.65. The needed staffing model
would be 21 FTEs. Implementing the necessary Truck Company would require an additional 9
Firefighters, 3 Driver/Engineers, and 3 Company Officers, a total of 15 FTEs, which would bring the
total operations staffing level to 36 FTEs (Figure 4).
Current Staffing Companies Staffed Positions
Station 1
Engine Company 2
Medic Company 2
Paid Time Off 1
Total 5
Three Shift Total Staffing 15
(Figure 3)
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Westlake Fire-EMS Master Plan
Critical Staffing Needs CompaniesStaffed Positions
Station 1
Engine Company 4
Truck Company4
Medic Company 2
Utilizing a staffing factor of 3.65
Paid Time Off 2
Total 12
Three Shift Total Staffing 36
(Figure 4)
What is a more accurate staffing model for Westlake? Based on industry standards, the chart below
(Figure 5) illustrates the Operational needs for Westlake: two (2) fire stations comprising of two (2)
engine companies, one (1) truck company, two (2) medic companies, and one Battalion Chief's
position. This does not include the necessary staffing for Administration and Risk Reduction.
Forecasted Staffing Model Companies Staffing
Station 1
Engine Company 4
Truck Company4
Medic Company 2
Battalion Chief1
Station 2
Engine Company 4
(Truck Company) *(4)
Medic Company 2
Utilizing a staffing factor of 3.65
Paid Time Off3
Total 20
Three Shift Total 60
(Figure 5)
*Optional Note: Truck Company may be moved to Station 2 for better resource deployment.
The Forecasted Staffing Model identifies that an additional 45 firefighters (including driver/engineers
and company officers) will need to be hired based on NFPA standards. An SOC would outline
Benchmarks for adding additional firefighters based on the SOC recommendations and Council
approval of the SOC.
Risk Reduction - Fire Prevention
The fire prevention division, for all professional fire departments, must develop standards by which
they will function to deliver services that aim to reduce the incidence of fire and many other
community risks assessed through a comprehensive community risk assessment. Those standards
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Westlake Fire-EMS Master Plan
should meet or exceed industry best practices and national standards. The National Fire Protection
Association (NFPA) promulgated a document entitled: “NFPA 1730: Organization and Deployment of
Fire Prevention Inspection and Code Enforcement, Plan Review, Investigation, and Public Education
Operations.” This document (NFPA 1730) was published to address the minimum criteria of
effectiveness and efficiency of the Fire Prevention Organization (FPO) functions of fire prevention
based on an approved community risk reduction plan. NFPA 1730 addresses areas of administration,
organization, records, community risks assessment, plan review, code enforcement, required
personnel, investigations, and public education programs.
Before moving further into fire prevention, a little more understanding of the strategic focus placed on
fire protection provided by the Department must be examined. This means that the Department
strategically approaches fire safety and community risk reduction through the five E’s: Education,
Enforcement, Emergency Reponses, Engineering, and Economics. While the bulk of the focus and
budget is placed on operations for Emergency Responses, the FPO seeks to reduce the impact of those
responses by intentionally addressing community risks through specific programming.
The demand on the FPO is to implement and enforce four of the five E’s of fire safety and community
risk reduction: Education, Enforcement, Engineering, and Economics. These initiatives require a great
deal of technical expertise in multiple disciplines, which generates, at times, an overwhelming amount
of work not seen by most of the public. It is the behind the scenes work that improves the safety for
everyone such as the general public and firefighters. Education and Enforcement initiatives make up
the most demanding and time intensive obligations. The following information shares some of the
programming coordinated and conducted by the FP.
Education
Fire Prevention Literature
Juvenile Fire Setter Program
Stop the Bleed Education
CPR/AED/First Aid Training
Car Seat Installations
Fire Prevention Literature
Children’s Education Programs
Enforcement
Fire Code Adoption: 2021 International Fire Code
Code Enforcement: Fire Inspections (New Construction, Existing Commercial, and Sprinkled
Residential)
Fire Investigations for Origin and Cause
Arson Investigation
Engineering
Commercial and Residential Plan Review for code compliance and consideration of new
technology options
Special Operations Plan Review
Economic Incentives
Insurance discounts for home fire protections systems
Penalties or fines for non-compliance of Fire Code requirements
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Westlake Fire-EMS Master Plan
Current Activity
As mentioned above, the Westlake Fire Marshal is responsible for ensuring four of the five E’s of fire
safety and community risk reduction (Education, Enforcement, Engineering, and Economics) are
implemented and managed to the best extent possible. Most of the time, the Fire Marshal and the
Department are positioned in a reactionary position due to lack of staffing related to the FPO. This
means, the Fire Marshal does not proactively pursue public education programs except upon request or
demand from stakeholders. An important note, the Fire Marshal also serves as the Deputy Chief of
Operations which accounts for over 80 percent of the budget allocations and personnel matters.
The Westlake Fire Marshal is responsible for conducting approximately 80 high risk commercial
annual safety inspections, which includes 24 structures that are four or more stories in height.
Additionally, three of the commercial campuses within the Town comprise of over 2.5 million square
feet of office and mix use space, making safety inspections particularly challenging in terms of
complexity and time. Unfortunately, minimally qualified shift personnel are required to be utilized,
when possible, on an overtime basis to help conduct inspections due to workload demand of annual
safety inspections, new construction activity, and competing challenges in maintaining operational
readiness. The lack of expertise needed to ensure proficient examination of these properties lead to
increased risks not being mitigated. Further, due to operational demands, the Department depends on
the use of operational personnel to perform all the educational activities implemented by the
department, which at times, creates inconsistent delivery and results due to varying personnel
capabilities.
Additionally, the Westlake Fire Marshal conducts plan reviews and inspections for new operations and
construction projects in addition to annual safety inspections, as required by the adopted International
Fire Code. Some of those plan reviews and inspections include fire alarm tests, sprinkler system tests,
controlled access door tests, hood suppression systems test, specialized extinguishing system tests,
above and below ground storage tanks, and occupancy inspections.
Analyzing Personnel Needs
NFPA 1730 authorizes the jurisdiction to establish expected number of FPO members and the
functions of those FPO members. When considering the Department programs and objectives,
including the amount of time required to perform those tasks, the quantity of personnel can be
determined. Additionally, through a separate third-party evaluation of the community’s risks help to
guide the Department in personnel needs.
A through and comprehensive community risks assessment conducted by Emergency Services
Consulting International (ESCI) in 2020 for the Town of Westlake Fire-EMS Department established
the need to “Add an FTE Fire Inspector/Public Education Coordinator to the program to maintain the
existing inspection compliance rate and continue to work toward the 100% compliance with code
enforcement and community education standards and programs.”
There is an immediate need to add a minimum of one full-time fire inspector to the FPO. The position
will assist the Fire Marshal with all administration activities, plan review, fire safety inspections,
public education, and investigations, as needed. The position will create consistency in all code
enforcement related activities and public education.
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Westlake Fire-EMS Master Plan
Capital Improvement Plan
The capital improvement plan is simply that -- a plan. As such, projects within the CIP are subject to
change based on new or shifting service demands, special financing opportunities, emergency needs,
or other directives or priorities established by Town Council. Acknowledging that Town priorities can
change, projects included in outward planning years are not guaranteed for funding.
Currently, the Capital Improvement Plan (CIP) for the department focus on two primary areas:
Apparatus Replacement Schedule and Equipment Replacement Schedule. While not currently funded
or formally adopted, the purpose of the departments CIP is to forecast and match projected capital
needs over the life of equipment and apparatus. Capital improvement programming is critical for the
department to identify major needs, establish priorities, and develop project schedules to better serve
the Town’s residents.
The Town has established a vehicle replacement policy, which dictates the replacement of vehicles.
This policy is based on the proposed replaced vehicle’s age, mileage, repair expenses and type of
service. The department uses the vehicle replacement policy to establish the vehicle replacement for
all vehicles in the fire department including fire trucks, ambulances, specialty vehicles, and passenger
vehicles.
Fortunately, much of the required larger equipment purchases in the department are accompanied by
the purchase of new apparatus. Therefore, fewer equipment items are required to be planned for
replacement. For example, during the purchase of a new ambulance, the cardiac monitor and stretcher
system are purchased and maintained with the life cycle of that equipment. With that, the equipment
listed for replacement include primarily facility related equipment (e.g., laundry equipment, recliners,
mattresses, treadmills, etc.).
39
Westlake Fire-EMS Master Plan
Needs Assessment
As a result of several significant independent studies of the department and published industry best
practices, which include ISO, Town of Westlake Comprehensive Plan, Community Risk
Analysis/Standard of Cover, National Institute of Standards and Technology, and National Fire
Protection Association indicate the immediate need for increased emergency staffing for Westlake
Fire-EMS Department. The future of the department’s effectiveness will be based on many factors, but
the biggest of all, is human resources. Our focus is to continue a culture of excellence through strong
character growth and professional development. The financial support of our policy makers will be a
necessity for future growth and retention of a superb workforce aimed at delivering the best care
possible to all stakeholders.
Current Needs
Three (3) Firefighter/Paramedics (one per shift) to operate current equipment
Fully staffed Ladder Truck of four (4) Firefighter/Paramedics per day
One (1) Ladder Truck
One (1) Engine Replacement
One (1) Fire Inspector
One (1) Emergency Manager Coordinator
Inspector vehicle
New portable radios
Compensation Evaluation
Future Needs
Adopt and fund Capital Improvement Plan (Apparatus Replacement and Equipment
Replacement)
Station site selection and procurement
Design and build Station 2
Purchase Station 2 Engine
Firefighters, Drivers, Lieutenants, & Captains
40
Westlake Fire-EMS Master Plan
Appendix A
The first facility that housed the firefighters was the original Town Hall at 1301 Solana Blvd. The
firefighters would sleep in the Town Hall offices at night and the borrowed fire engine and ambulance
was parked outside of Town Hall. This is a picture of the second facility which was purchased as a
used portable office building.
41
Westlake Fire-EMS Master Plan
42
Westlake Fire-EMS Master Plan
43
Westlake Fire-EMS Master Plan
This is the third facility which was a new portable office building.
44
Westlake Fire-EMS Master Plan
The fourth facility was a double-wide mobile home which was donated by Vaquero who used it as the
Vaquero sales office.
This is a picture of the fifth facility, an add-on to the existing apparatus bays.
45
Westlake Fire-EMS Master Plan
46
Westlake Fire-EMS Master Plan
47
Westlake Fire-EMS Master Plan
48
Westlake Fire-EMS Master Plan
49
Westlake Fire-EMS Master Plan
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Westlake Fire-EMS Master Plan
51
Westlake Town Council
T YPE OF A CTION
Workshop -Discussion Item
7¤²³« ª¤ 4®¶ #®´¢¨« -¤¤³¨¦
Monday, August 29, 2022
T OPIC:Presentation and discussion of 2022 Utility Rate study from NewGen Strategies &
Solutions
.
S TAFF C ONTACT: Jarrod Greenwood, Deputy Town Manager
Strategic Alignment
Outcome
Vision, Value, Mission Perspective Strategic Theme & Results
Objective
Exemplary Service & Governance -
We set the standard by delivering Increase Financial
Fiscal Responsibility Fiscal Stewardship
unparalleled municipal and Capacity / Reserves
educational services at the lowest cost.
Time Line - Start Date: October 1, 2022 Completion Date: October 1, 2022
Funding Amount: N/A Status - N/A Source - N/A
Contract: No Forms: N/A
E XECUTIVE S UMMARY (I NCLUDING A PPLICABLE O RGANIZATIONAL H ISTORY)
The purpose of a rate study, within our community, is to determine whether the Utility Fund is
accomplishing fullcost recovery for services while maintaining an appropriate fund reserve
balance in accordance with the Town’s adopted Financial Policy.
The new rate study was performed byour rate consultant, NewGen Strategies & Solutions, that
has a national presence and is used considerably across our region. NewGen Strategies &
Solutions, is a management and economic consulting firm specializing in serving the utility
industry. They provide financial, cost of service (COS), rate design, valuation, strategy, expert
witness, stakeholder, and sustainability consulting services to a variety of clients including
Page 1 of 2
municipalities, counties, water supply corporations, irrigation districts, councils of government,
regional and state agencies and commissions, state and federal courts, and state and federal
oversight agencies. Their expertise includes litigation support in state and federal legal and
regulatory proceedings, utility business and financial planning, and sustainability strategy for
water, wastewater, solid waste, electric, and natural gas utilities.
The Town of Westlake’s 2022 Utility Rate Study provides a comprehensive review of historical
and projected water/sewer consumption and revenues, capital assets, depreciation, operation and
maintenance expenses, and debt. Key drivers of the proposed rates includes a projected increase
in the number of customers, current debt obligations, and wholesale water/sewer rate alignment.
RECOMMENDATION
Staff recommends maintaining the current residential and commercial water rates, while increasing
residential and commercial wastewater rates as follows:
Proposed WW Proposed WW
Base Rate Increase Volume Rate Increase
Residential 5% 5%
Commercial 5% 5%
A TTACHMENTS
Presentation
DRAFT Rate Table
Page 2 of 2
Exhibit “A”
DRAFT
Base Service
Rate Table
Charges
ResidentialCommercial
Meter
Size Water Sewer Water Sewer
3/4"$52.92 $44.77$57.33 $52.80
1"$88.38$82.65$95.74$98.73
1 1/2"$176.22$151.53$190.91$181.38
2"$282.06$239.92$305.57$288.14
3"$617.58$517.72$669.04 $621.04
4"$1,111.32$883.92$1,203.93$1,060.70
6"$1,822.43 $1,830.98$4,247.93$2,033.01
8"$2,649.31 $2651.76$5,339.41$2,929.57
Volume Charge Rate per
1,000 gallons
Residential Commercial
Volume
(gallons) Water Sewer Water Sewer
0 -2,000 $4.32$0.00 $4.76$10.06
2,001 -
20,000$4.32$8.36$4.76$10.06
20,001 -
40,000$5.66$8.36$6.23$10.06
40,001 -
400,000$6.98$8.36$7.69$10.06
over
400,000 $9.03$8.36$9.93$10.06
Deposits
OrdinanceXXX
Page 1of 2
Residential Commercial
Meter
SizeWaterSewerWaterSewer
3/4" $90 $60 $75 $60
1"$150 $100 $100 $100
1 1/2" $300 $200 $250 $200
2" $480 $320 $500 $320
3" $1,050 $700 $1,000 $700
4" $1,800 $1,200 $2,500 $1,200
6" $3,750 $2,500 $3,500 $2,500
8" $5,400 $3,600 $5,000 $3,600
Tap Fees
Minimum Service
Water Connection Tap Fee**
Meter set on
Existing Street
Meter Size Service LineTap Fee Cut/Bore
3/4" $600 $3,500 $2,500
1"$650 $3,500 $2,500
1 1/2" $875 $3,500 $2,500
2" Disc$1,100 $3,500 $2,500
Minimum Service
Sewer ConnectionTap Fee**
Existing Street
Depth Service LineTap FeeCut/Bore
0 - 6 feet $375 $3,000 $3,000
6 - 12 feet $375 $3,000 $3,000
12 - 18 feet $375 $3,000 $3,000
** Service Tap fees for connection installed by Town will be
actual cost to Town plus 10%.
Does not include City of Fort Worth water or other impact
fees.
Ordinance XXX
Page 2 of 2
supporting
-
over time
term financial plan that includes capital investments required for a sustainable
-
Review water and sewer funds to maintain financial stabilityPrepare longsystem
The water and sewer enterprise funds should be financially selfThe utility should maintain reserves to provide for contingencies and unplanned expenses Water and sewer rates should be
kept as low as possible
•••
Annual
Revenue
Requirement
Projects
Expenses
Outstanding Debt
Contributions to Reserves
Operating and Maintenance
Planned Capital Improvement
Millions
Millions
B LOCK B H OTEL JV
B LOCK B D ETAILED S ITE P LAN
B LOCK B S ITE P LAN I N P ROGRESS
E NTRADA O VERALL S ITE P LAN
P HASE II H IGHLIGHTED
E NTRADA P HASE II
R ESTAURANT B UILDING N OMENCLATURE
C URRENT P LAT
D AHLIAS FINISH OUT PLANS
T ENANT S PACE 1 AND 2 IN R EST A
R EST B-C-D C URRENT S HELL C ONFIGURATION
P EDESTRIAN B RIDGE P ATIO S PACE
R EPOSITORY L OCATION IN W ESTLAKE
JV P ARCELS
JV P ARCELS B LOCK L 3,4,5
REGULAR
AGENDA
ITEMS
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 29, 2022
TOPIC: Presentation of Leading the Way Award
STAFF: Jon Sasser, Director of Communications
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Education - Westlake is
Informed & Engaged
Municipal & an international educational leader Increase Financial
Citizens / Sense of
Academic Operations where each individual's potential is Capacity / Reserves
Community
maximized.
M AYORAL R EMARKS:
The Town of Westlake is truly setting the standard for service. We received an award from the
ETC Institute for ranking in the top 10% of all cities across the country for service to their
residents. This was based on the surveys that were sent out to you earlier this year.
ETC Institute’s “Leading the Way Award” was created to recognize local governments for
outstanding achievement in the delivery of services to residents. Recipients of this award rank in
the top 10% of all local governments in the United States with regard to their composite
performance in the three core areas that are assessed in ETC Institute’s survey. Those three
categories include:
o satisfaction with the overall quality of services
o satisfaction with customer service provided by employees
o satisfaction with the value residents think they receive for local taxes and fees.
Based on these criteria a point system is issued, the Town of Westlake’s composite rating was 52
points above the national average for all cities in the United States. To say we are proud would be
an understatement and we have all of you to thank for it. With your help, Westlake has and always
will be Distinctive by Design!”
Page 1 of 1
Town of Westlake
Proclamation
WHEREAS, The Town of Westlake has been blessed with dedicated and visionary
leaders that have guided the Town’s growth and development; and
WHEREAS, The Town Council of the Town of Westlake is proud to recognize Mr.
Scott Bradley for his years of distinguished and outstanding service to the community; and
WHEREAS, Mr. Bradley has faithfully served as the chair of the planning and
zoning commission for Westlake;
WHEREAS, Mr. Bradley also served as president of the Texas Student Housing
Authority, awarding over 2,700 scholarships in the past 25 years; and
WHEREAS, After 15 years of service to his community, Scott Bradley was elected
Westlake’s mayor and remained in that position for the next 14 years; and
WHEREAS, Mr. Bradley’s service to the Town includes many worthwhile and
lasting accomplishments too numerous to name individually.
NOW, THEREFORE, I, Sean Kilbride, Mayor of the Town of Westlake, am
honored to present Mr. Scott Bradley with this proclamation in recognition of his dedicated
service and significant achievements while serving on the Town Council and Board of
Trustees. I urge all to acknowledge his service, leadership and commitment as a Town of
Westlake resident.
IN WITNESS THEREOF, I have hereunto set my hand and caused the official seal
th
of the Town of Westlake, Texas to be affixed this 29 day of August, 2022.
_____________________________________
Sean Kilbride, Mayor
Town Council Meeting
Monday, August 29, 2022; 5:00 pm
Westlake Town Hall, Solana Terrace-Bldg.7, Suite 7100
Town
Town of Westlake/Municipal Court Closed for Labor Day
Council/Board
Monday, September 5, 2022
Coffee & Conversation
of Trustees
Tuesday, September 6, 2022; 8-9:30 am
Sip Stir Coffee, 1300 Solana Blvd, Westlake
College Fair
Monday, September 12, 2022; 1-3 pm
Item # 4–Items of
Westlake Academy Campus
Community Interest
Town Council Meeting
Monday, September 12, 2022; 5:00 pm
Westlake Town Hall, Solana Terrace-Bldg.7, Suite 7100
Planning & Zoning Meeting
Monday, September 19, 2022; 5:00 pm
Westlake Town Hall, Solana Terrace-Bldg.7, Suite 7100
North Texas Giving Day
Thursday, September 22, 2022; (All Day)
Fall Concert #1: Texas High Road
Thursday, September 22, 2022; 6:30-8:00 pm
1300 Solana Blvd, Westlake
Town Council Meeting
Monday, September 26, 2022; 5:00 pm
Westlake Town Hall, Solana Terrace-Bldg.7, Suite 7100
Westlake Academy Homecoming
Friday, September 30, 2022; (All Day)
Items to mention:
New Staff and new parent receptions
Back-to-school nights
First Day of School
Live streaming analytics
Town Council photos (Sept 12 at 4 pm?)
MINUTESTOWN COUNCIL & WESTLAKEACADEMYBOARD OF
TRUSTEES
1500 SOLANA BLVD, BUILDING 7, SUITE 7100, COUNCIL CHAMBER
WESTLAKE, TX 76262
August 8, 2022 2:00 P.M. CLOSED EXECUTIVE SESSION
3:00 P.M. WORK SESSION
5:00 P.M. REGULAR MEETING
PRESENT: Mayor Sean Kilbride, Council/Board of Trustee Members Anna White,
David Quint, Chandrika Dasgupta and Kim Greaves, Tim Shiner
OTHERS PRESENT: Deputy Town Manager Jarrod Greenwood, Assistant Town Manager Troy
Meyer, Town Secretary Amy M. Piukana; Attorney Janet Bubert; Head of
School Sean Wilson; Director of Finance Amber Karkauskas; Director of
Human Resources Sandy Garza; Fire Chief Richard Whitten; Deputy Fire
Chief Jon Ard; Director of Communications Jon Sasser; Director of
Planning and Development Ron Ruthven; Academic Finance Manager
Marlene Rutledge; Executive Director Westlake Academy Foundation
Shelly Myers
CLOSED EXECUTIVE SESSION (2 P.M.)
1. Call to order
Mayor Kilbride called the meeting to order at 2 p.m. and announced the following closed
session items would be discussed below.
2. The Town Council 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 551.074 – Deliberation Regarding Personnel Matters to Consider appointment to Quasi-
Judicial Board (Planning and Zoning Commission); and to Consider appointment of Town Council
member to fill a vacancy
c. 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
- Town Secretary
d. Section 551.071(2) – Consultation with Town 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:
- Town Manager Contract; and
- Fire Department Operations
WORK SESSION – (3 P.M.) Mayor Kilbride opened the Work Session meeting at 3:20 p.m.
3. RECONVENE WORK SESSION MEETING TO DISCUSS:
–
-
4. PRESENTATION AND DISCUSSION REGARDING PROPOSED FY 22/23 ACADEMIC
BUDGET
Director of Finance Amber Karkauskas and Academic Finance Manager Marlene Rutledge
provided a presentation of the FY 22/23 Academic Budget.
5. PRESENTATION AND DISCUSSION OF AD VALOREM TAX RATE
Director of Finance Amber Karkauskas provided a presentation regarding the AD Valorem Tax
Rate.
6. COUNCIL RECAP / STAFF DIRECTION
Deputy Town Manager Jarrod Greenwood provided a Council Recap.
REGULAR MEETING (5 P.M.)
7. CALL TO ORDER – Mayor Kilbride called the regular meeting to order at 5:22 p.m.
8. PLEDGE OF ALLEGIANCE – Mayor Kilbride led the Pledge of Allegiance and Pledge to the
Texas Flag.
9. CITIZEN/PARENT 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.
The following resident(s) spoke under citizen comments:
Resident and former Council Member Raj Trivedi spoke regarding the importance of
transparency.
10. ITEMS OF COMMUNITY INTEREST:
Director of Communications Jon Sasser provided an update on items of community interest.
11. 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
a. Consider approval of the Joint Town Council/Board of Trustees meeting minutes from
the following meetings:
June 16-17, 2022 Budget Retreat
June 21, 2022 Regular Meeting
June 27, 2022 Special Called Meeting
July 15, 2022 Special Called Meeting
July 21, 2022 Special Called Meeting
b. Consider approval of a Resolution 22-39 designating the Star Telegram as the Official
Newspaper.
c. Consider approval of a WA Resolution 22-16 establishing Westlake Academy Special
Education Policy and Procedures.
d. Consider approval of a Resolution 22-44 authorizing changes to the signers on all Town
of Westlake Solana PID depository accounts with US Bank.
e. Consider approval of a Resolution 22-45 authorizing changes to the signers on Town of
Westlake Depository Accounts with First Financial Bank and TexPool.
f. Consider approval of a Resolution 22-46 authorizing changes to the signers on Town of
Westlake Insurance Trust Account with First Financial Bank.
g. Consider approval of Resolution 22-49 amending the signers on the Town of Westlake’s
PNC Account
Mayor Pro Tem Quint made a motion to approve Consent items 11a. through 11g. Motion
seconded by Council Member White. Motion approved unanimously.
12. REPORTS: Reports are prepared for informational purposes and will be accepted as
(there will be no presentations associated with the report items) There will be no separate
presented.
discussion unless a Town Council Member requests that report be removed and considered
separately
There are no reports scheduled.
MUNICIPALSERVICES
13. Consider approval of Resolution 22-41 for appointment of Town Council Member to fill a
vacancy for seat ending in May 2023
Motion made by Mayor Pro Tem Quint, seconded by Council Member Greaves that Tim Shiner
be appointed to the Town Council to fill a vacancy for term ending May, 2023. Motion approved
unanimously. The Town Secretary Amy Piukana provided the Oath of Office.
14. Consider approval of Resolution 22-40 appointing members to the Planning and Zoning
Commission
Mayor Kilbride announced the following slate of members be appointed to the Planning and
Zoning Commission: Victor Sansone III (Regular Seat/Term Ending June 2024); Adam Coffey
(Regular Seat-Term Ending June 2024); Tammy Reeves (Alt #1 – Term Ending June 2024);
Adam Coffey (Alt#2 – Term Ending June 2024); Paresh Patel (Alt#3 – Term Ending June 2024).
Motion made by Mayor Pro Tem Quint to approve the above appointments, seconded by Council
Member White. Motion approved unanimously.
15. Consider approval of Resolution 22-23 accepting a generous grant to be used exclusively for
the architectural planning of improvements to the gymnasium and the sport field study
completed at 2600 J.T. Ottinger Road
Assistant Town Manager Troy Meyers briefed Town Council regarding this item. Mr. Meyers
explained the Westlake Academy Athletic Club (WAAC) was working with the Colby family to
allow the Town to receive a donation to improve the campus’ sports facilities. The use of funds
is restricted to the following: architect firm, engineering firm, construction costs and new
equipment exclusively for the Gym, Fieldhouse, and two sports facilities improvements. Mr.
Meyers reviewed the timeline and scope of work.
After discussion, a motion was made by Council Member Greaves to approve Resolution No.
22-23, as presented. Motion seconded by Council Member Dasgupta. Motion approved
unanimously.
16. Consider approval of Resolution 22-47 authorizing the execution of an agreement with Bennet
Partners to provide programming and schematic design for the Westlake Academy expansion
of the Sam & Margarete Lee Arts and Sciences Center in an amount not to exceed $25,000 on
the project
Assistant Town Manager Troy Meyers briefed Town Council noting tonight the Council will
consider approving the agreement with Bennet Partners to complete the programming and
schematic design for the two-story A&S expansion with the 10 general use classrooms, two art
rooms, three science labs and administration offices to the Arts & Science building funded from
the WA capital improvement fund and the A&S restricted funds.
Motion made by Council Member Greaves and seconded by Council Member White to approve
Resolution No. 22-47, as presented. Motion approved unanimously.
17. Consider approval of Resolution 22-48 approving the tax rolls for tax year 2022 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
Director of Finance Amber Karkauskas briefed Town Council regarding this item. 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 1st or as soon thereafter as practicable. Ms. Karkauskas noted the below
percentages have been certified by Wendy Burgess, Tarrant County Tax Assessor-Collector and
used for the calculation of Tax Year 2022 anticipated collection rate within the Truth in Taxation
(TNT) worksheet. These collection rate numbers are for both Tarrant and Denton counties as
Tarrant County.
Tax Year 2019 Actual Collection Rate 101.23%
Tax Year 2020 Actual Collection Rate 99.29%
Tax Year 2021 Actual Collection Rate 100.45%
Tax Year 2022 Anticipated Collection Rate100.00%
Tax Year 2021 Excess Debt Collection $ 32,623
Certified Preliminary
Tarrant County Denton County Total
Certified Values $ 1,870,841,374 $ 89,026,073 $ 1,959,867,447
Under Protest and Incomplete 113,703,227 224 113,703,451
Projected Assessed Valuation $ 1,984,544,601 $ 89,026,297 $ 2,073,570,898
New Construction (Taxable)
Commercial $ 9,400,900 $ - $ 9,400,900
Residential58,048,690 58,048,690
$ 67,449,590 $ - $ 67,449,590
Average Single-Family Market Value$ 2,578,547
Average Single-Family Taxable Value$ 1,971,679
** Pending Certified Tax Rolls from Denton County as of 8/4/22.
Ms. Karkauskas explained 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.
Motion made by Mayor Pro Tem Quint to approve the Tax Rolls for Tax Year 2022 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. Motion seconded by Council
Member Greaves. Motion approved by the following roll call vote:
Motion approved by the following roll call vote:
In Favor:
Opposed:
Motion prevailed by vote of 5-0.
18. Consider approval of Resolution 22-50 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 2022-2023
Director of Finance Amber Karkauskas briefed Town Council regarding this item. The Fiscal
Year 2023 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.
As required by State law, staff is recommending the Town Council consider a motion to hold a
public hearing on the proposed ad valorem tax rate of $0.16788 and the operating budget.
Since the proposed tax rate for fiscal year 2023 exceeds the fiscal year 2022 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. Ms. Karkauskas explained the
proposed date for the Westlake tax rate adoption public hearing is Monday, August 29, 2022,
at 5:00 p.m. at Westlake Town Hall, 1500 Solana Boulevard, Bldg.7-First Floor in the Council
Chambers.
Motion made by Mayor Pro Tem Quint to set the date of August 29, 2022 for the Public Hearing
and set the Ad Valorem Tax Rate of $0.16788 and adoption of the Operating Budget for the
Fiscal Year 2023. Motion seconded by Council Member White.
Motion approved by the following roll call vote:
In Favor:
Opposed:
Motion prevailed by vote of 5-0.
WESTLAKEACADEMY
19. Consider approval of WA Resolution 22-12 for the Adoption of the WA School Calendar 2022-
23
Head of School Sean Wilson briefed Town Council regarding this item. Mr. Wilson explained
the new calendar reflects late start Wednesdays. (9:30 a.m.) Mr. Kilbride explained why this
day and time was chosen and his vision for the after hour program.
After discussion, motion made by Mayor Pro Tem Quint to approve WA Resolution 22-12, as
presented. Motion seconded by Council Member White. Motion approved unanimously.
20. Consider approval of WA Resolution 22-15 approving the Westlake Academy Compensation
Plan (Stipend Pay and Substitute Pay) for the FY 2022-23
Motion made by Council Member Greaves to approve WA Resolution 22-15, with Exhibit A, Opt
#2 and Exhibit B Opt#2, as presented. Motion seconded by Mayor Pro Tem Quint. Motion
approved unanimously.
21. Consider approval of WA Resolution 22-19 authorizing the execution of a contract with the
Education Service Center Region 11 for various Business and Student Support Services for the
FY 2022-23 operations of Westlake Academy
Director of Finance Amber Karkauskas and Academic Finance Manager Marlene Rutledge
provided a presentation on Education Service Center Region 11. Ms. Rutledge explained this
product provides support to Westlake Academy for business and student services.
After discussion, a motion was made by Mayor Pro Tem Quint to approve WA Resolution 22-
19, as presented. Motion seconded by Council Member Greaves. Motion approved
unanimously.
22. Presentation and discussion concerning the 2022 Westlake Academy student performance on
the International Baccalaureate (IB) and Advanced Placement (AP) assessments
Dr. Owens provided a PowerPoint presentation on Westlake Academy student performance.
Council Member Dasgupta suggested collaboration to ensure teachers have a better vertical
alignment for a stronger Spanish language program.
No action was taken on this item.
23. Consider approval of WA Resolution 22-18 awarding the bid for property/casualty insurance
products and services to Box
Director of Human Resources Sandy Garza briefed Town Council regarding this item. Ms. Garza
explained Bids have been solicited and received for Westlake Academy’s annual insurance
renewal. The insurance policies contained in this package include Property, General Liability,
Umbrella Liability, Workers Compensation, Auto, Crime, International Travel, Cyber Liability,
and a Student Accident policy. Box Insurance Agency was the only submission that was
received by the bidding deadline. This was also the only bid containing all lines of coverage.
This quote reflects an overall price increase of $12,738 from FY 2021-2022.
Motion made by Mayor Pro Tem Quint, seconded by Council Member White to approve WA
Resolution 22-18, as presented. Motion approved unanimously.
24. Conduct a public hearing and consider approving WA Resolution 22-20 amending the FY 22-
23 Westlake Academy Budget and adopting the proposed budget for Fiscal Year ending August
31, 2023
Mayor Kilbride opened the public hearing. There being no one present to speak; Mayor Kilbride
declared the public hearing closed.
Motion made by Mayor Pro Tem Quint to approve WA Resolution 22-20, as presented. Motion
seconded by Council Member White.
Motion approved by the following roll call vote:
In Favor:
Abstain:
Motion prevailed by vote of 4-1
25. TAKE ANY ACTION, IF NEEDED, FROM EXECUTIVE SESSION ITEMS
As result of closed executive session (Item 2c.) a motion was made by Mayor Pro Tem Quint
to approve a voluntary severance agreement with the Town of Westlake and Town Manager
Amanda DeGan. Motion seconded by Council Member White.
Motion approved by the following roll call vote:
In Favor:
Abstain:
Motion prevailed by vote of 4-1
26. COUNCIL RECAP/STAFF DIRECTION
Deputy Town Manager Jarrod Greenwood provided a Council recap.
27. FUTURE AGENDA ITEMS: These items have been discussed by Town Council and
scheduled to be placed on future Council Agendas allowing for adequate time for staff
preparation on the agenda item.
Mayor Kilbride requested an update on Entrada. (8/8/22)
Council Member Greaves requested a metrics update. (8/8/22)
Council Member Dasgupta requested Boards and Committees be discussed. (8/8/22)
Future Agenda Items to be discussed:
a. No items are scheduled for this meeting
Future Agenda Items Already Discussed and Scheduled:
a. Social media policy as it relates to bullying. (Wheat 11/15/21)
b. Social media education policy for K-12. (Wheat 11/15/21)
c. Council discuss and consider requiring developers to post a
Development/Performance Bond on large projects moving forward. (White
12/13/21).
28. ADJOURNMENT – There being no further business, the Mayor declared the meeting
adjourned at 7:27 p.m.
Approved by: ____________________________
Sean Kilbride, Mayor
Attested by: ______________________________
Amy M. Piukana, Town Secretary
Westlake Town Council
T YPE OF A CTION
Consent Item
7¤²³« ª¤ 4®¶ #®´¢¨« -¤¤³¨¦
Monday, August 29, 2022
T OPIC:Discuss approval of Resolution for annual Boards and Commissions
appointments. (ZBA, EDC Type B, Texas Housing Authority)
S
TAFF C ONTACT: Amy M. Piukana, Town Secretary
Strategic Alignment
Outcome
Vision, Value, Mission Perspective Strategic Theme & Results
Objective
High Quality Planning, Design &
Informed & Engaged Development - We are a desirable
Municipal & Encourage Westlake's
Citizens / Sense of well planned, high-quality
Academic Operations Unique Sense of Place
Community community that is distinguished by
exemplary design standards.
Strategic Initiative
Outside the Scope of Identified Strategic Initiatives
Time Line - Start Date:July 13, 2022 C ompletion Date: August 29, 2022
Funding Amount: 0.00 Status - Not Funded Source - N/A
E XECUTIVE S UMMARY (I NCLUDING A PPLICABLE O RGANIZATIONAL H ISTORY)
Annually, the Town Council appoints and reappoints members to serve on Boards and
Commissions. Today, the purpose is to discuss and review current standing boards and receive
feedback on Board and Commission appointments.
Zoning Board of Adjustment
Description (Overall)
The Town Council serves as the Zoning Board of Adjustment (ZBA), and the mayor serves as
alternate. The purpose of the Board is to hear and decide an appeal that alleges requirements,
decisions, or determinations made by an administrative official in the enforcement that may be
specified or required by ordinance or the laws of the State of Texas.
Special Qualifications Required (who we are)
The Town Council serves as the Zoning Board of Adjustment with Mayor serving as alternate.
Page 1 of 3
Duties (What we do)
The ZBA reviews appeals of administrative decision (hardship), odd, shaped parcels, and reviews
nonconforming uses, structure for legal nonconforming use, etc. The board must review items for
specific criteria for granting variances. (Variance shall not adversely affect the health, safety or
general welfare of the public.)
Meetings (How Often)
Meetings are called, as needed. Typically meets at 7 p.m.
Term Length (For how long)
2 Year Terms
Zoning Board of Adjustment
In summary, The Town Council serves as the Zoning Board of Adjustment. The following
members are proposed.
o David Quint Term Expires June 2024
o Kim Greaves Term Expires June 2024
o Tim Shiner Term Expires June 2023
o Chandrika Dasgupta Term Expires June 2023
o Anna White Term Expires June 2023
o Sean Kilbride (Alt) Term Expires June 2024
This item is posted as discussion only and official action is set for the August 29, 2022, Town
Council meeting.
Economic Development Corporation Type B
Description (Overall)
The Economic Development Corporation (EDC) Type B was formed in 2006 election, which
permits the Corporation to receive funds from a half-cent sales tax collected for economic
development. Funds received by EDC are used to promote economic growth of Westlake and give
the Corporation flexibility to assist companies with infrastructure and other items of key
importance to the company and the community.
Special Qualifications Required (who we are)
The Town Council serves as the Economic Development Corporation.
Duties (What we do)
The EDC meets as necessary to consider economic development incentives for projects which
impact Development in the Town of Westlake.
Meetings (How Often)
Meetings are called, as needed. Typically meets at 7 p.m.
Term Length (For how long) 2 YearTerms
Economic Development
In summary, The Town Council serves as the Economic Development Corporation. The following
members are proposed.
Page 2 of 3
o Sean Kilbride Term Expires June 2024
o David Quint Term Expires June 2024
o Kim Greaves Term Expires June 2024
o Tim Shiner Term Expires June 2024
o Chandrika Dasgupta Term Expires June 2024
o Anna White Term Expires June 2024
This item is listed for action with approval of a resolution.
Texas Student Housing Authority
Description (Overall)
In 1995, the Town of Westlake pursuant to Chapter 53 of the Education Code and Higher
Education Authority Act created Texas Student Housing Authority. The mission of TSHA is to
provide scholarships for housing to graduates of Texas High Schools and Community Colleges.
Special Qualifications Required (who we are)
This is a nonprofit, state chartered corporation established for the purpose of buying and
managing student housing facilities located near the campuses of major colleges and universities.
Meetings (How Often)
Meetings are called, as needed.
Term Length (For how long)
2 YearTerms
Staff is seeking Council direction on this item. There are outstanding bonds, therefore dissolving
the board at this time would not be an option.
The Town Council shall discuss proposed reappointments of the following members below:
o Scott Bradley Term Expired June 2024
o Paula Petersen Term Expired June 2023
o Katie Kolkmeier Term Expired June 2024
o James Krekow Term Expired June 2024
o Mark Harrow Term Expired June 2023
o Vacant Term Expired June 2023
Recommendation:
Staff recommends the Town Council approve Resolution No. 22-40, reappointing board members,
as presented.
Page 3 of 3
TOWN OF WESTLAKE
RESOLUTION NO.22-51
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,TEXAS,
REAPPOINTING AND APPOINTING MEMBERS TO THE 4B ECONOMIC
DEVELOPMENT BOARD; TEXAS STUDENT HOUSING AUTHORITY BOARD OF
DIRECTORS; AND ZONING BOARD OF ADJUSTMENT
WHEREAS, the Town Council conducts annual board appointments and reappointments
at a June or July meeting; 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 statedin theRecitalshereinabove 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/reappointed to
the 4B Economic Development Board:
As a result of theappointments heretoforestated,the 4B Economic Development
Board is represented by the following:
Term Expiration – 2 Year
o Sean Kilbride June 2024
o Tim Shiner June 2024
o Anna White June 2024
o Chandrika Dasgupta June 2024
o Kim Greaves June 2024
o David Quint June 2024
SECTION 3: THAT the following individuals are hereby reappointed to the Texas Student
Housing Authority, the Texas Student Housing Corporation, the Texas Student Housing
Corporation – Denton Project, the Texas Student Housing Authority.
As a result of the appointments heretofore stated, the Texas Student Housing Authority and the
Texas Student Housing Corporation – Denton Project, are represented by the following:
Resolution22-51
Page 1 of 2
Term Expiration - 2 Year
o Paula Petersen June 2023
o Scott Bradley June 2024
o Katie Kolkmeier June 2024
o James Krekow June 2024
o Mark Harrow June 2023
o Vacant June 2023
Executive Director – Tracy Schornack
SECTION 4: THAT the following individuals are hereby reappointed to the Zoning Board
of Adjustment:
As a result of the appointments heretofore stated, the Zoning Board of Adjustment is
represented by the following:
Term Expiration – 2 Year
o Sean Kilbride, Mayor June 2024
o Tim Shiner, Council Member June 2024
o Anna White, Council Member June 2024
o Chandrika Dasgupta, Council Member June 2024
o Kim Greaves, Council Member June 2024
o David Quint, Council Member June 2024
SECTION 5: 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 6: That this resolution shall becomeeffective from and after its date of passage.
th
PASSEDANDAPPROVEDONTHIS 29 DAYOF AUGUST 2022.
ATTEST:
Sean Kilbride, Mayor
Amy M. Piukana, Town SecretaryTown Manager
APPROVED AS TO FORM:
L. Stanton Lowry, TownAttorney
Resolution22-51
Page 2 of 2
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 29, 2022
TOPIC: Consideration of aResolution Appointing and Reappointing Board
Members to the Westlake Academy Foundation.
STAFF: Amy M. Piukana, Town Secretary
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Education - Westlake is
Informed & Engaged
Municipal & an international educational leader Increase Financial
Citizens / Sense of
Academic Operations where each individual's potential is Capacity / Reserves
Community
maximized.
SUMMARY
The Westlake Academy Foundation currently has four (4) Directors with expiring terms, and each
Director has communicated their desire for a three-year reappointment. In addition, two (2)
applications have been received indicating interest to serve on the WAF Board of Directors. Upon
approval, these applicants would assume unexpired vacancies to ensure that terms remain evenly
staggered. Current Directors requiring reappointment are listed in the Resolution with terms
expiring in 2025. New applicants are shown with terms expiring in 2024.
STAFF RECOMMENDATION
Staff recommends approval of the resolution, reappointing board members with expiring terms,
and appointing new board members who have submitted applications.
COUNCILACTION/OPTIONS
(Council may approve or deny staff’s recommendation to appoint or reappoint any Board
member.)
1. Motion to approve resolution appointing members to the Westlake Academy
Foundation, as presented.
2. Motion to approve resolution appointing members to the Westlake Academy
Foundation, with the following amendments…
3. Motion to table or take no action.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Page 1 of 2
Project Cost/Funding Amount: Funding Source: N/A
Contract: No Forms:
N/A
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy: Assistance in Financial sustainability for the Town own Westlake and
enhance community engagement.
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
1. Resolution 22-43
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-43
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
APPOINTING AND REAPPOINTING MEMBERS TOTHE WESTLAKE ACADEMY
FOUNDATION BOARD.
WHEREAS, vacancies currently exist on the Westlake Academy Foundation Board; and,
WHEREAS, the Town Council conducts annual board appointments and reappointments;
and,
WHEREAS, the Town Council has received applications for consideration of
appointment or reappointment; 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 following individuals are hereby appointed or reappointed to the
Westlake Academy Foundation Board of Directors:
As a result of the appointments or reappointments heretofore stated, the Westlake
Academy Foundation is represented by the following:
Term Expiration
Deborah Kraska June 2025
Meghan Q. Dorr June 2025
Ahu Primeaux June 2025
Patty Pinsonnault June 2025
Vacant June 2025
Term Expiration
Heather Kilgore June 2024
Hue (Lilly) Jimenez – *new applicant June 2024
Sharan Sankaranarayanan – *new applicant June 2024
Vacant June 2024
Vacant June 2024
Resolution 22-43
Page 1 of 2
Term Expiration
Sean ShopeJune 2023
Christine Ross June 2023
Michael Colby June 2023
Rob Fitzgerald June 2023
Tiffany Hernandez June 2023
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.
th
PASSED AND APPROVED ON THIS 29DAY OF AUGUST 2022.
___________________________________
Sean Kilbride, Mayor
ATTEST:
________________________________________________________________________
Amy M. Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
_____________________________________
L. Stanton Lowry, Town Attorney
Resolution 22-43
Page 2 of 2
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 29, 2022
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, Acting Town Manager
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
High Quality Planning, Design &
Increase
Development - We are a desirable
Municipal & Transparency,
Fiscal Responsibility
well planned, high-quality
Academic Operations Accessibility &
community that is distinguished by
Communications
exemplary design standards.
SUMMARY
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 Town could do
acting alone. Cities have more than 100 years’ experience in regulating natural gas rates in
Texas.
The Town, along with 181 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
Page 1 of 4
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 Tariff. The most
recent iteration of an RRM Tariff was reflected in an ordinance adopted by ACSC members in
2018. On or about April 1, 2022, 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, 2021, entitled it to additional system-wide revenues of $141.3 million.
Application of the standards set forth in ACSC’s RRM Tariff reduces the Company’s
request to $115 million, $83.26 million of which would be applicable to ACSC members.
ACSC’s consultants concluded that the system-wide deficiency under the RRM regime should be
$95.8 million instead of the claimed $141.3 million.
The Executive Committee recommends a settlement at $115 million. The Effective Date
for new rates is October 1, 2022. ACSC members should take action approving the
Resolution/Ordinance before September 30, 2022.
RATE TARIFFS
Atmos generated rate tariffs attached to the Ordinance will generate $115 million in
additional revenues. Atmos also prepared a Proof of Revenues supporting the settlement figures.
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 $4.60 on a
monthly basis, or 6.7 percent. The increase for average commercial usage will be $14.34 or 4.3
percent. Atmos provided bill impact comparisons containing these figures. (see attached)
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
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 October 1, 2022, ACSC residents will maintain an
economic monthly advantage over GRIP and DARR rates.
Page 2 of 4
Comparison to Other Mid-Tex Rates (Residential)
Average Bill Compared to RRM Cities
RRM Cities: $73.22 -
DARR: $71.96 ($1.26)
ATM Cities: $78.72 $5.50
Environs: $78.53 $5.31
Note: DARR rate is as-filed 1/22/22. Also note that DARR uses a test year ending in September
rather than December.
EXPLANATION OF “BE IT RESOLVED” PARAGRAPHS:
1. This section approves all findings in the Ordinance.
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 $115 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 requires the Company to reimburse the Town for expenses associated with
review of the RRM filing, settlement discussions, and adoption of the Ordinance
approving new rate tariffs.
7. This section repeals any resolution or ordinance that is inconsistent with the Ordinance.
8. This section finds that the meeting was conducted in compliance with the Texas Open
Meetings Act, Texas Government Code, Chapter 551.
9. 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/Ordinance. This section further directs that the
remaining provisions of the Resolution/Ordinance are to be interpreted as if the offending
section or clause never existed.
10. This section provides for an effective date upon passage.
11. This section directs that a copy of the signed Resolution/Ordinance 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 $141.3 million in additional system-wide revenues, the RRM
settlement at $115 million for ACSC Cities reflects substantial savings to ACSC Cities.
Settlement at $115 million is fair and reasonable. The ACSC Executive Committee consisting of
city employees of 18 ACSC members urges all ACSC members to pass the Ordinance before
September 30, 2022. New rates become effective October 1, 2022.
Page 3 of 4
COUNCILACTION/OPTIONS
Approve the proposed Atmos Rate Settlement Ordinance
Reject the proposed Atmos Rate Settlement Ordinance
STAFF RECOMMENDATION
Staff recommends approval.
FISCAL/SERVICELEVEL 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/MOBILITYIMPACT TO COMMUNITY
Westlake Academy:The proposed Ordinance will not impact the Academy’s operations.
Comprehensive Plan: The proposed Ordinance does not impact the Comp Plan.
Cost Recovery Analysis: The proposed Ordinance is not evaluated through the Cost Recovery
Analysis Tool.
Traffic Impact: The proposed Ordinance does not have an impact on traffic.
ATTACHMENTS
1. Average Bill Comparison Table
2. Proposed ATMOS Rate Ordinance
3. Attachments to proposed Rate Ordinance
Page 4 of 4
WP_J-3.1
Page 1 of 2
4.60
6.71%14.344.29%
ChangeChange
$$
4.41
21.5515.8715.6615.7368.8173.2263.5048.8791.7120.99
123.56327.64348.63
ProposedProposed
$$$$$$
4.13
20.8512.2515.6615.7364.4968.6256.5042.3991.7120.13
123.56314.16334.29
CurrentCurrent
$$$$$$
================
0.279790.357440.359180.362230.357440.359180.122630.357440.265320.141370.357440.26532
$$$$$$$$$$$$
0.064080.064080.064080.06408
XXXXXXXXXXXXXXXX
64.4968.81
314.16327.64
CCFCCFCCFCCFCCFCCFCCFCCFCCFCCFCCFCCF
$$$$
TEST YEAR ENDING DECEMBER 31, 2021
ATMOS ENERGY CORP., MID-TEX DIVISION
AVERAGE BILL COMPARISON - BASE RATES
43.843.843.843.843.843.8
345.7345.7345.7345.7345.7345.7
SubtotalTotalSubtotalTotalSubtotalTotalSubtotalTotal
Customer chargeConsumption chargeRider GCR Part ARider GCR Part BRider FF & Rider TAXCustomer chargeConsumption chargeRider GCR Part ARider GCR Part BRider FF & Rider TAXCustomer chargeConsumption
chargeRider GCR Part ARider GCR Part BRider FF & Rider TAXCustomer chargeConsumption chargeRider GCR Part ARider GCR Part BRider FF & Rider TAX
Rate R @ 43.8 CcfRate C @ 345.7 Ccf
123456789
1011121314151617181920212223242526272829303132333435
Line No.
WP_J-3.1
Page 2 of 2
1.84%7.40%
388.38388.38
ChangeChange
$$
--
740.85740.85339.39
1,204.501,004.692,346.331,296.211,204.501,004.692,346.335,296.375,635.76
14,931.8620,228.2321,524.44
ProposedProposed
$$$$$$
--
649.50880.80649.50880.80316.00
1,054.752,346.331,272.821,054.752,346.334,931.385,247.38
14,931.8619,863.2421,136.06
CurrentCurrent
$$$$$$
======================
0.43300.31710.06803.49060.54850.49390.36170.07763.49060.54850.43300.31710.06800.54850.49390.36170.07760.5485
$$$$$$$$$$$$$$$$$$
0.064080.064080.064080.06408
XXXXXXXXXXXXXXXXXXXXXX
4,931.385,296.37
19,863.2420,228.23
MMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTUMMBTU
$$$$
TEST YEAR ENDING DECEMBER 31, 2021
ATMOS ENERGY CORP., MID-TEX DIVISION
AVERAGE BILL COMPARISON - BASE RATES
0000
1,5002,7784,2784,2781,5002,7784,2784,2781,5002,7784,2781,5002,7784,278
SubtotalTotalSubtotalTotalSubtotalTotalSubtotalTotal
Customer chargeConsumption chargeConsumption chargeConsumption chargeRider GCR Part ARider GCR Part BRider FF & Rider TAXCustomer chargeConsumption chargeConsumption chargeConsumption
chargeRider GCR Part ARider GCR Part BRider FF & Rider TAXCustomer chargeConsumption chargeConsumption chargeConsumption chargeRider GCR Part BRider FF & Rider TAXCustomer chargeConsumption
chargeConsumption chargeConsumption chargeRider GCR Part BRider FF & Rider TAX
Rate I @ 4278 MMBTURate T @ 4278 MMBTU
36373839404142434445464748495051525354555657585960616263646566676869707172737475
Line No.
ORDINANCE NO. 949
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 ORDINANCEWAS 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 Townof 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, 2022, Atmos Mid-Tex filed its 2022 RRM rate request with
ACSC Cities based on a test year ending December 31, 2021; and
WHEREAS, ACSC coordinated its review of the Atmos Mid-Tex 2022 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 949
Page 1 of 3
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 $115 million
on a system-wide basis with an Effective Date of October 1, 2022; 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 attached tariffs (Attachment 1) 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 (Attachment 2); 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 $115 million on a
system-wide basis 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 2022 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.
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 Attachment 1, are just
and reasonable, and are designed to allow Atmos Mid-Tex to recover annually an additional $115
million on a system-wide basis, 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 Attachment 2, attached hereto and
incorporated herein.
Ordinance 949
Page 2 of 3
Section 6. That Atmos Mid-Tex shall reimburse the reasonable ratemaking expenses of
ACSC in processing the Company’s 2022 RRM filing.
Section 7. That to the extent any resolution or ordinance previously adopted by the Council
is inconsistent with this Ordinance, it is hereby repealed.
Section 8. 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 9. 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 10. That consistent with the TownOrdinance 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 October 1, 2022.
Section 11. 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.
PASSED AND APPROVED ON THIS 29TH DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
____________________________ ______________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Ordinance 949
Page 3 of 3
MID-TEX DIVISION
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 10/01/2022
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 Ccfcharges to the
amounts due under the riders listed below:
ChargeAmount
Customer Charge per Bill$ 21.55per month
1
Rider CEE Surcharge$ 0.05per month
Total Customer Charge$ 21.60per month
Commodity Charge – All Ccf$0.36223 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.
1
Reference Rider CEE - Conservation and Energy Efficiencyas approved in GUD 10170. Surcharge billing effective July 1, 2022.
MID-TEX DIVISION
ATMOS ENERGY CORPORATION
RATESCHEDULE:C–COMMERCIAL SALES
APPLICABLE TO:ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE:Bills Rendered on or after 10/01/2022
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 than30,000 Ccf.
Type of Service
Where service of the typedesired 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 Ccfcharges to the
amounts due under the riders listed below:
ChargeAmount
Customer Charge per Bill$63.50per month
1
Rider CEE Surcharge($0.01)per month
Total Customer Charge$63.49per month
Commodity Charge –All Ccf$0.14137per 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 theCompany’s Tariff for Gas Service.
1
Reference Rider CEE -Conservation and Energy Efficiencyas approved in GUD 10170. Surcharge billing effective July 1, 2022.
MID-TEX DIVISION
ATMOS ENERGY CORPORATION
RATE SCHEDULE:I–INDUSTRIAL SALES
APPLICABLE TO:ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE:Bills Renderedon or after 10/01/2022
Application
Applicable to Industrial Customers with a maximum daily usage (MDU) of less than 3,500 MMBtuper 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:
ChargeAmount
Customer Charge per Meter$1,204.50per month
First 0 MMBtu to 1,500 MMBtu$0.4939per MMBtu
Next 3,500 MMBtu$0.3617per MMBtu
All MMBtu over 5,000 MMBtu$0.0776perMMBtu
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 Dailypublished 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 Dailyin the table
entitled “Daily Price Survey” is no longer published, Company will calculate the applicable imbalance fees
utilizing a daily price index recognized asauthoritative by the natural gas industry and most closely
approximating the applicable index.
MID-TEX DIVISION
ATMOS ENERGY CORPORATION
RATE SCHEDULE:I–INDUSTRIAL SALES
APPLICABLE TO:ALL CUSTOMERS IN THE MID-TEX DIVISION UNDER THE RRM TARIFF
EFFECTIVE DATE:Bills Renderedon or after 10/01/2022
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 meter required by Company.
Customer must pay Company all costs associated with the acquisition and installation of the meter.
MID-TEX DIVISION
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 10/01/2022
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:
ChargeAmount
Customer Charge per Meter$1,204.50per month
First 0 MMBtu to 1,500 MMBtu$0.4939per MMBtu
Next 3,500 MMBtu$0.3617per MMBtu
All MMBtu over 5,000 MMBtu$0.0776per 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 inaccordance 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 “midpoint” price for the Katy point listed in Platts Gas Dailyin 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 monththat exceeds
10% of Customer’s receipt quantities for the month.
MID-TEX DIVISION
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 10/01/2022
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 Dailypublished 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 Dailyin 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 meter 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 10/01/2022
Provisions for Adjustment
The Commodity Charge per Ccf (100cubic 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 residentialand 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 Adjustment
The Weather Normalization Adjustment Factor shall be computed to the nearest one-hundredth cent
per Ccfby the following formula:
(HSFx (NDD-ADD) )
i
WNAF=R
ii
(BL+(HSFx ADD) )
ii
Where
i =any particular Rate Schedule or billing classification within any such
particular Rate Schedulethat contains more than one billing classification
th
WNAF = Weather Normalization Adjustment Factor for the irate schedule or
i
classification expressed in cents per Ccf
th
R =Commodity Charge rate of temperature sensitive sales for the ischedule or
i
classification.
th
HSF =heat sensitive factor for the ischedule or classification divided by the
i
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.
th
Bl =base load sales for the ischedule or classification divided by the average
i
bill count in that class
The Weather Normalization Adjustment for the jth customer in ith rate schedule is computed as:
=WNAFx q
WNA
iiij
Where qis the relevant sales quantity for the jth customer in ith rate schedule.
ij
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 10/01/2022
Base Use/Heat Use Factors
ResidentialCommercial
Base use Heat useBase use Heat use
D
Weather Station Ccf Ccf/HDD Ccf Ccf/HD
Abilene10.580.142288.850.6666
Austin9.900.1372233.560.7819
Dallas14.170.1938186.380.9394
Waco10.070.1308140.100.7170
Wichita 11.430.1398131.570.5610
Falls
Weather Normalization Adjustment (WNA)Report
On or beforeJune 1 of each year, the company posts on itswebsite at atmosenergy.com/mtx-wna, in
Excel format, a Weather Normalization Adjustment (WNA) Reportto show how the company calculated
its WNAs factor during the preceding winter season. Additionally, on orbefore June 1 of each year, the
company files one hard copy and anExcel version of the WNA Reportwith the Railroad Commission of
Texas' Gas Services Division, addressed to the Director of that Division.
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 29, 2022
TOPIC: Consider a resolution authorizing the Town Manager to approve a proposal
withControl Specialist Services, LPfor the installation of the newpump
and motor to replace pump number one at the existing pump station and
authorize the Town Manager to make funding changes not to exceed
$25,000 on this project.
STAFF: Troy Meyer, Assistant Town Manager
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
High Quality Planning, Design &
Development - We are a desirable Improve Technology,
Planned / Responsible People, Facilities, &
well planned, high-quality Facilities &
Development Technology
community that is distinguished by Equipment
exemplary design standards.
SUMMARY
On April 25, 2022, the Town Council approved an Interlocal Agreement with the City of Plano to provide
the Town with cooperative purchasing that leverages favorable pricing for products and services that were
secured through the competitive bidding process. By entering the ILA with the City of Plano this will
provide cost effective maintenance and repairs/replacement for pump services with Control
Specialist Services, LP.
The total cost of the pump and motor is $88,714.00 and is an 18-to-25-week lead time on the
delivery and installation of the pump. This project is included in the FY 2021-2022 Utility CIP
budget with a current balance of $175,000.00. The remaining balance will be used for the
additional power needs, control systems, rebuilding the current pump and miscellaneous parts for
the small and larger pump installation.
On June 21, 2022 the Town Council approved the proposal from Control Specialist Services, LP
to purchase a new pump and motor to replace pump number oneat the Westlake Pump Station.
The new pump is replacing a 700gpm pump and motor that was installed in 2000, due to the age
and size of the current pump and motor. The new pump and motor will be 3700gpm, which will
Page 1 of 2
meet the current and future water demands for the Town. The existing smaller pump will be rebuilt
and reinstalled as a backup.
Thisproposal includes all labor and materials to install the new 3700gpm pump and motor that
was approved by the Town Council on June 21, 2022. The total cost for the installation is
$171,948.00 which is funded by the FY 2021-2022 Utility Capital project fund.
COUNCILACTION/OPTIONS
Approve the proposed Resolution
Reject the proposed Resolution
STAFF RECOMMENDATION
Staff is recommending the approval for the installation of the new 3700gpm pump and motor from
Control Specialist Services, LP for $171,948.00.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $171,948.00 Funding Source: Utility Fund
Contract: No Forms: Forms 1295 & 2270
Service Levels: To meet the needs of current and future water demands dueto the growth of the
Town.
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy:N/A
Comprehensive Plan: N/A
Cost RecoveryAnalysis: N/A
Traffic Impact: N/A
ATTACHMENTS
Resolution
Exhibit A Proposal
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-54
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
AUTHORIZING THE ACTING TOWN MANAGER TO APPROVAL A PROPOSAL WITH
CONTROL SPECIALIST SERVICES., LP FOR THE INSTALLATION OF THE NEW
PUMP AND MOTOR AND AUTHORIZE THE TOWN MANAGER TO MAKE FUNDING
CHANGES NOT TO EXCEED $25,000 ON THIS PROJECT.
WHEREAS, the Town of Westlake owns and operates a water pumping station on US 377
and provides water to the Westlake community; and,
WHEREAS, the Town of Westlake finds the installation of a 3700gpm pump and motor at
the Westlake Pump Station is needed for future water demands for the Westlake community;
and,
WHEREAS, on June 21, 2022, Town Council approved the purchase of a new pump and
motor to replace pump number 1 at the Westlake Pump Station. The new pump is replacing a
700gpm pump and motor; and,
WHEREAS, The proposal from Control Specialist Services., LP. Include the Install of the new
3700gpm pump and motor and all labor and materials; 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 authorizing the Town
Manager to approve the proposal to install a 3700gpm pump and motor with Control Specialist
Services, LP as attached as Exhibit “A” and authorize Town Manager to make funding changes not
to exceed $25,000 on this project.
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 22-54
Page 1 of 2
TH
PASSED AND APPROVED ON THIS29DAY OF AUGUST 2022.
___________________________________
Sean Kilbride, Mayor
ATTEST:
___________________________________________________________________
Amy M. Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
________________________________
L. Stanton Lowry, Town Attorney
Resolution 22-54
Page 2 of 2
Proposal
Legacy Contracting, L.P.
Dba Control Specialist Services, L.P.
PO Box 1479
Decatur, TX 76234DATE:July 28, 2022
www.csstex.com
To:Town of Westlake
Location:377 pump stationadd #5 pump,motor,electrical,VFD,pipingcomplete set up.
Attn:Kory Kittrell Public Works Superintendent
Contract #2021-0125A
This estimate includes the following services:
Install new pump skid complete
Install new piping
Installnew valves
New wire, conduit, fittings
New supports
Bermad pump control valve
Bolts, gaskets, anchors, pvc & fittings
NewSiemens VFD
NewScada panel for pump 5 add(Scadaprogramming by others)
Material
1-1each Bermad 16740Q 03 with 3/83-waysolenoid 120/60$44,244.00
2-1each Siemens250hp VFDpanel 460v variable torquestandalone$42,820.00
3-1 each 24x 24x 10 wall mount panelforpump 5 controlsScada$780.00
4-4 each pilotlights push-to-test,1 each hr.meter,1eachHOAswitch$ 1,545.00
5-1each air&vacuumvalve$3,267.00
6-New piping all flangedsteelwith taps for air release
(coating & lining Tnemec N-140 8 to 10mills)$16,266.00
7-2each NewAWWAFX F$23,882.00
8-Bolts,gaskets, anchors, pvc pipe& fittings$ 3,500.00
9-1 each 3ss gate valve,2 each1ss gate valve,random fittings 3& 1$2.738.00
10-Wire,300-500MCM&100-4/0$6,109.00
11-1each8flex joint & 3 each pipe restraints,$1,544.00
12-1 each TECO#SG2-20HR-A PLR 12inputs, 8outputs,keypad,display$ 443.00
13-Rework concrete padelectrical &grout in new pump skid$ 2,825.00
14-Random electrical conduit,fittings,3, 1-1/41plus flex & fittings$565.00
Labor to installmechanical$8,400.00
Labor to install electrical$9,520.00
Trucks$3,500.00
Total$171,948.00
Note: price is an estimate due to any unforeseen developments
Note: price does not include any unforeseen parts or labor
Note: price does not include freight pre pay & add
Note: price does not include original call out
Note: Due to logistical volatility, partial billing for stored
materials shall apply
Note: delivery can be made 14 to 18 weeks after approval
EXCLUSIONS:
Bypassing of station and/or operating of city valves. It is the responsibility of the city to provide safe
working conditions.
If extra labor or materials not described above are required due to unforeseen problems the owner will be
notified for approval before work is completed. This ESTIMATE is good for 30 days from the date referenced
above. We thank you for considering Control Specialist Services for your service needs.
Please call if you have any questions.
Sincerely,
Ray Reaves
Sales Manager
940-626-1415
Email rayr@csstex.com
SIGN X ____________________________________________________________
DATE _____________________________________________________________
(check applicable)
and my date of birth is _______________________.
_______, ______________, _________.
(street)(city)(state)(zip code)(country)
State of ________________, on the _____day of ___________, 20_____.
(month)(year)
(Declarant)
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 29, 2022
TOPIC: Consider a Resolution authorizing the Acting Town Manager to negotiatea
Ductbank lease withSpectrum Gulf Coast, LLC, Texas,to utilize Town
owned telecommunications conduit (ductbank) along Pearson Lane, Aspen
Lane and within the Westlake Ranch Development.
STAFF: Troy Meyer, Assistant Town Manager
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
High Quality Planning, Design &
Development - We are a desirable Optimize Planning &
Planned / Responsible People, Facilities, &
well planned, high-quality Development
Development Technology
community that is distinguished by Capabilities
exemplary design standards.
SUMMARY
The Town of Westlake owns and leases a series of telecommunications conduit, referred to as the
Ductbank, which extends from the Solana Business complex to Westlake Academy, along FM
1938, and throughout various residential developments in Town. The Ductbank was envisioned
as a way to provide telecommunications companies access to Town right-of-way without the
need to dig, there by disrupting traffic, potentially damaging other buried utilities, expedite
installation, and minimize inconvenience to property owners.
The proposed lease negotiations will provide for the installation of fiber optic cable within the
Town’s Ductbank along Pearson Lane, Aspen Lane and within the Westlake Ranch
Development. This agreement would be comparable to recent ductbank agreements approved by
Town Council. This agreement would allow Spectrum to remove all cables from the above
ground utility poles and install the cables in the Town’s Ductbank.
Staff has been working with Spectrum for the last 6 months to get a Ductbank lease agreement
completed. Both the Town and Charter/Spectrum attorneys have agreed on the wording of the
lease agreement as of August 12, 2022. Spectrum submitted a fee proposal to staff on August 16,
2022, Staff submitted a counteroffer on August 18, 2022, and is waiting on a response from
Page 1 of 2
Charter/Spectrum.
The Westlake Ranch development cannot complete the sidewalk connections and the perimeter
fencing until the utilitypoles are removed. Staff is hopeful we can agree on the leasingfees by
th
the August 29 Town Council meeting.
COUNCIL
ACTION/OPTIONS
Approve the proposed Resolution
Reject the proposed Resolution
STAFFRECOMMENDATION
Staff recommends approval.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source: N/A
Contract: Yes Forms: N/A
Service Levels:The proposed Resolution provides for sound telecommunication infrastructure
management consistent throughout the Town where Ductbank has been installed.
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy:The proposedLease is not anticipated to impact the Academy’s budget as
this is a Utility Fund Agreement.
Comprehensive Plan: The proposed Lease is consistent with the Comp Plan of ensuring high
development standards through sound right-of-way management
Cost Recovery Analysis: The proposed Lease is not evaluated through the Cost Recovery
Analysis Tool.
Traffic Impact: The proposed Lease does not have any significant impact on traffic.
ATTACHMENTS
1. Resolution
2. DRAFT Agreement
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-55
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
AUTHORIZING THE ACTING TOWN MANAGER TO NEGOTIATE A LEASEWITH
SPECTRUM GULF COAST, LLC TEXAS, TO UTILIZE TOWN OWNED
TELECOMMUNICATIONS CONDUIT (DUCTBANK) ALONG PERASON LANE,
ASPEN LANE AND WITHIN THE WESTLAKE RANCH DEVELOPMENT
WHEREAS, Spectrum Gulf Coast, LLC, Texas,already leases telecommunication
conduit from the Town; and
WHEREAS, Spectrum Gulf Coast, LLC, Texas,desires to utilize telecommunications
conduit from the Town of Westlake to remove the utilities poles and service Westlake customers;
and
WHEREAS, theTown Council authorize the Town Manager to negotiatea lease on
behalf of the Town of Westlake; and
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN
OF WESTLAKE, TEXAS:
SECTION 1:All matters stated in the Recitals above are found to be true and correct and
are incorporated herein by reference as if copied in their entirety.
SECTION 2: The Town Council of the Town of Westlake hereby authorizing the Town
Manager to negotiate a lease with Spectrum Gulf Coast, LLC, Texas related to the use of ductbank
alongPearson Lane, Aspen Lane and within The Westlake Ranch Development, attached as
Exhibit “A”, and further authorizes the Town Manager to execute the lease on behalf of the Town
of Westlake, Texas.
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.
Resolution 22-55
Page 1 of 2
SECTION 4: That this resolution shall become effective from and after its date of
passage.
TH
PASSED AND APPROVED ON THIS 29DAY OF AUGUST 2022.
_________________________________
Sean Kilbride, Mayor
ATTEST:
___________________________ __________________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
___________________________
L. Stanton Lowry, Town Attorney
Resolution 22-55
Page 2 of 2
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Consent
Monday, August 29, 2022
TOPIC: Consider approval of a resolution approving the Design Guidelines for
Westlake Ranch
STAFF: Ron Ruthven, Planning and Development Director
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
High Quality Planning, Design &
Development - We are a desirable
Planned / Responsible Preserve Desirability
N/A well planned, high-quality
Development & Quality of Life
community that is distinguished by
exemplary design standards.
SUMMARY
This item includes the approval of the Design Guidelines for the Westlake Ranch development.
Approval of this item satisfies the following requirements as previously approved by the Town
Council:
The PD7 zoning ordinance - Ordinance 928, Exhibit A, Section 2(F)
COUNCILACTION/OPTIONS
Approve the proposed Resolution;
Deny the proposed Resolution;
Table the item.
STAFF RECOMMENDATION
The proposed design guidelines meet the requirements of Ordinances 928 and are in compliance
with the Westlake Building Quality Manual approved by Resolution 18-08. Staff recommends
approval.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source: N/A
Contract: No Forms: N/A
Page 1 of 2
DEVELOPMENT/MOBILITYIMPACTTOCOMMUNITY
Westlake Academy: N/A
Comprehensive Plan: The design guidelines comply with the Building Quality Manual.
Traffic Impact: N/A
ATTACHMENTS
1. Proposed Resolution including design guidelines
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION 22-56
A RESOLUTION BYTHE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, APPROVING THE DESIGN GUIDELINES FOR WESTLAKE RANCH,
LOCATED IN THE PLANNED DEVELOPMENT NUMBER 7 (PD7) ZONING
DISTRICT.
WHEREAS, Ordinance 928, approved by the Town Councilon May 24, 2021, requires
Town Council approval of the Design Guidelines in the PD7 zoning district; and
WHEREAS, the Town Council finds that the passage of this Resolution is in the best
interest ofthe citizens of Westlake.
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN
OF WESTLAKE, TEXAS:
SECTION 1: That, all matters stated in the Recitals hereinabove are found to be true
and correct and are incorporated herein by reference as if copied in their entirety.
SECTION 2:That, the Town Council of the Town of Westlake, Texas, hereby approves
the WestlakeRanch Design Guidelines attached hereto 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 provision ns
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.
TH
PASSED AND APPROVED ON THIS 29
DAY OF AUGUST 2022.
_____________________________
ATTEST:Sean Kilbride, Mayor
_____________________________________ _____________________________
Amy Piukana, Town SecretaryJarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Resolution 22-56
Page 1 of 2
EXHIBITS
EXHIBIT A Westlake Ranch Design Guidelines
Resolution 22-56
Page 2 of 2
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Westlake Town Council
T YPE OF A CTION
Regular-Consent
7¤²³« ª¤ 4®¶ #®´¢¨« -¤¤³¨¦
Monday, August 29, 2022
T OPIC:Consider a Resolution approving the extension of paid sick leave in
certain circumstances
S
TAFF C ONTACT: Sandy M. Garza, Director of Human Resources
Strategic Alignment
Outcome
Vision, Value, Mission Perspective Strategic Theme & Results
Objective
High Quality Planning, Design &
Informed & Engaged Development - We are a desirable
Municipal & Encourage Westlake's
Citizens / Sense of well planned, high-quality
Academic Operations Unique Sense of Place
Community community that is distinguished by
exemplary design standards.
Strategic Initiative
Outside the Scope of Identified Strategic Initiatives
Time Line -Start Date:August 1, 2022 C ompletion Date: May 31, 2023
Funding Amount: 0.00 Status - Not Funded Source - N/A
E XECUTIVE S UMMARY (I NCLUDING A PPLICABLE O RGANIZATIONAL H ISTORY)
The State of Texas continues to grapple with the effects of COVID-19, CDC guidelines have been
updated for the safe operation of the workplace and school settings, including steps to control the spread of
COVID-19.
The parameters were ostensibly designed to ensure that employees dealing with ramifications from
potential COVID-19 exposure would not be compelled to return to work, potentially spreading the virus
further within the work community. FFCRA and the leave established expired on December 31, 2020, and
other legislation that provided an opportunity to extend certain provisions related to EPSL expired on
September 30, 2021.
The Town of Westlake continues to believe that extending certain leave benefits through May 2023
will continue to serve the important public policy aims outlined above and would serve to protect both the
Municipal and Academy employees against the unnecessary spread of COVID-19.
Page 1 of 2
Staff recommends that Town of Westlake/Westlake Academy will offer employees up to an additional five
days of paid leave to be used through May 2023 for one occurrence if an employee must be absent due to
the employee’s own COVID-19 illness. A positive test result will have to be obtained at an approved testing
center or physician office.
Under this recommendation, The Town Council/Board of Trustees may require the Acting Town Manager
and/or the Head of School to update the Council/Board regarding use of leave, and report the costs related
to the authorization of additional leave.
Should Congress act to reauthorize the FFCRA or authorize a law that provides for federally mandated paid
sick leave concerning COVID-19, the Town of Westlake /Westlake Academy will comply with any
directives of the law, and this Resolution will be null and void to the extent it would provide for duplicative
paid leave benefits.
R ECOMMENDATION
Staff recommends approval of this resolution.
A TTACHMENTS
Resolution
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-61
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS
APPROVING EXTENSION OF PAID SICK LEAVE IN CERTAIN CIRCUMSTANCES,
AND OTHER MATTERS RELATED THERETO:
WHEREAS, the State of Texas continues to grapple with the effects of COVID-19, CDC
guidelines have been updated for the safe operation of the workplace and school settings, including
steps to control the spread of COVID-19;
WHEREAS, the parameters were ostensibly designed to ensure that employees dealing
with ramifications from potential COVID-19 exposure would not be compelled to return to work,
potentially spreading the virus further within the work community;
WHEREAS, the FFCRA and the leave established therein, expired on December 31, 2020,
and other legislation that provided an opportunity to extend certain provisions related to EPSL
expired on September 30, 2021;
WHEREAS, the Town of Westlake continues to believe that extending certain leave
benefits through May 2023 will continue to serve the important public policy aims outlined above,
and would serve to protect both the Municipal and Academy employees against the unnecessary
spread of COVID-19;
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL BOARD OF
TRUSTEES FOR THE TOWN OF WESTLAKE, TEXAS:
1. A public purpose in protecting the health and safety of its staff, students and the
community provides sufficient justification for providing up to five days of
additional paid leave, for one (1) occurrence to all eligible employees who meet the
criteria identified herein through May 2023.
2. The Town of Westlake / Westlake Academy will offer employees up to an
additional five days of paid leave to be used through May 2023 if an employee must
be absent due to the employee’s own COVID-19 illness which has been confirmed
by a positive test result obtained at an approved testing center or physician office.
3. The Town Council/Board of Trustees may require the Acting Town Manager and/or
the Head of School to update the Council/Board regarding use of leave, and report
to the costs related to the authorization of additional leave.
4. This resolution does not extend or authorize any EFML provisions or other EPSL
provisions of the FFCRA; consequently, any and all such entitlements under the
FFCRA have expired according to the provisions of the FFCRA or other applicable
law.
5. Should Congress act to reauthorize the FFCRA or authorize a law that provides for
federally mandated paid sick leave concerning COVID-19, the Town of Westlake
/Westlake Academy will comply with any directives of the law, and this Resolution
will be null and void to the extent it would provide for duplicative paid leave
benefits.
Resolution 22-61 Page 1 of 2
TH
PASSED AND APPROVED ON THIS 29DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
_____________________________________ _____________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
EXHIBITS
(Westlake Ranch Addition Final Plat)
Resolution 22-61 Page 2 of 2
Westlake Town Council
T YPE OF A CTION
ConsentMeeting -Action Item
7¤²³« ª¤ 4®¶ #®´¢¨« -¤¤³¨¦
Monday, August 29, 2022
T OPIC:Consider approval of a Resolution amending the reporting of the Town
Secretary
S TAFF C ONTACT: Jarrod Greenwood, Acting Town Manager
Strategic Alignment
Outcome
Vision, Value, Mission Perspective Strategic Theme & Results
Objective
Exemplary Service & Governance
Increase
- We set the standard by delivering
Transparent / Integrity-People, Facilities, & Transparency,
unparalleled municipal and
driven Government Technology Accessibility &
educational services at the lowest
Communications
cost.
Time Line - Start Date: August 23, 2022 Completion Date: N/A
Funding Amount: N/A Status - N/A Source - N/A
Contract: No Forms: N/A
E XECUTIVE S UMMARY (I NCLUDING A PPLICABLE O RGANIZATIONAL H ISTORY)
The Town Secretary is statutory position that requires appointment by the Town Council and
currently reports to the Town Manager. The Town Secretary responsibilities include providing
notice and attending all official public meetings of the Town Council, maintain minutes of all
Town Council meetings, overseeing Elections, records custodian of Town records, maintains the
seal of the town, records all ordinances, resolutions, proclamations, contracts, and manages public
information requests.
The proposed resolution amends the reporting structure for the Town Secretary to report to the
Town Council. The Town Secretary may be removed at the will and pleasure of the Town Council
pursuant to Local Government Code.
Page 1 of 2
A TTACHMENTS
1. Resolution 22-62
Page 2 of 2
`
TOWN OF WESTLAKE
RESOLUTION 22-62
A RESOLUTION BYTHE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
AMENDING RESOLUTION 22-31, REPORTING STRUCTURE FOR THE TOWN
SECRETARY.
WHEREAS, the Town Secretary duties for the Town of Westlake, Texas are currently being
provided by Town Secretary Amy M. Piukana; and
WHEREAS, the current organizational chart indicates the Town Secretary reports to the
Town Manager; and
WHEREAS, the Town Council desires to amend the Town Secretary’s reporting structure
from the Town Manager to the Town Council.
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN OF
WESTLAKE, TEXAS:
SECTION 1: the Town Secretary for the Town of Westlake, Texas, effective August 29,
2022, shall serve as an employee at the will of the Town Council.
SECTION 2: the organizational flow chart, “Exhibit A” is hereby amended to reflectthese
changes.
SECTION 3: that this resolution shall become effective from and after its date of passage.
PASSED AND APPROVED ON THIS 29 DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
_____________________________________ _____________________________
Amy Piukana, TRMC, CMC; Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TOFORM:
____________________________
L. Stanton Lowry, Town Attorney
Resolution 22-62
Page 1 of 1
Exhibit A
C ITIZENSOF W ESTLAKE
Town Attorney
Court Judge
Advisory Boards
M AYORAND T OWN C OUNCIL
And Committees
Town Secretary
Texas Student Housing
TOWN MANAGER
ASSISTANT TOWN
DEPUTY TOWN
MANAGER
MANAGER
Court
AdministratorAdministrative
Management
Assistant (2)
Analyst
Part Time
Marshal/SRO
Facilities
Clerk
Maintenance
Finance
Lead
Deputy Clerk/
Fac & Event
Clerk
JuvCase Mgr
Manager
Academic
Municipal
Finance Manager
Finance Manager
Community
Parks and
Engagement
Accountant II
Accountant I
Recreation
WA
Communications
Communications
Manager
Specialist
Public Works
Information
Police Services
Technology
SuperintendentUF Coordinator
(Contracted with
City of Keller)
Database
Systems
Field Operations
PW Technician
Admin
Administrator
Coordinator
Network
Fire Chief
Administrator
Planning &
Developm e nt
Deputy Chief
Business
Fire Marshal
Services Mgr
Human Resources
Building Official
P&D Coordinator
Captains (2)
Lieutenant (1)
HR
Permit Clerk
Generalist
FT Firefighter
PT Firefighter
Paramedics (12)
Paramedics (24)
Engineering/Architectural
Consultants
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 29, 2022
TOPIC: Conduct a public hearing andapprove a Resolution for a final plat of Lot 1,
Block 1, Westlake Corners South
STAFF: Ron Ruthven, Planning and Development Director
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
High Quality Planning, Design &
Development - We are a desirable
Planned / Responsible Preserve Desirability
N/A well planned, high-quality
Development & Quality of Life
community that is distinguished by
exemplary design standards.
SUMMARY
The property owner, ADL Development LP, is requesting a final plat for 2.388-acre development
known as Lot 1, Block 1,Westlake Corners Southfor the future site of a 7-Eleven on the southwest
corner of SH 170 and US 377. The final plat complies with the approved zoning and Town’s
subdivision regulations, including the preliminary plat for the property which was approved on
June 9, 2008. The site plan for the development has not been approved by town staff and will
follow on a future agenda of the Planning & Zoning Commission for recommendation.
COUNCILACTION/OPTIONS REGARDINGPLATS
Approve the proposed Resolution per staff’s recommendation and determination of
compliance with applicable regulations
PLANNING AND ZONING RECOMMENDATION
The Planning and Zoning recommended approval of the request by a vote of 4-0 on August 15,
2022.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
Page 1 of 2
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy: There is no development impact.
Comprehensive Plan: The request is consistent with the comprehensive plan.
Traffic Impact: The request does not affect traffic to and from the site. Final traffic impacts will
be examined upon the submission of a site plan for development of the site.
STAFF RECOMMENDATION
The proposed final plat complies with the PD3-10 zoning regulations, Town subdivision
ordinances and the approved preliminary plat. A formal site plan approving the development of
the property will come forward for consideration on a future agenda. Staff recommends approval
of this item.
ATTACHMENTS
Proposed Resolution containing the final plat exhibit
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-57
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS
APPROVING A FINAL PLAT OF LOT 1, BLOCK 1 WESTLAKE CORNERS SOUTH
WHEREAS, the Planning and Zoning Commission held a public hearing on August 15,
2022and voted unanimously to recommend approval of the final plat; 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 of Westlake Town Council of Westlake, Texas, after
considering the recommendation for approval from the Planning and Zoning Commission on
August 15, 2022, does hereby approve the final plat as found in the attached document 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.
SECTION 4: That this resolution shall become effective from and after its date of
passage.
TH
PASSED AND APPROVED ON THIS 29
DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
_____________________________________ _____________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Resolution 22-57
Page 1 of 2
EXHIBITA
(Lot, Block 1 Westlake Corners South Final Plat)
Resolution 22-57
Page 2 of 2
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 29, 2022
TOPIC: Conduct a public hearing andapprove a Resolution for a final plat of
Westlake Ranch Addition
STAFF: Ron Ruthven, Planning and Development Director
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
High Quality Planning, Design &
Development - We are a desirable
Planned / Responsible Preserve Desirability
N/A well planned, high-quality
Development & Quality of Life
community that is distinguished by
exemplary design standards.
SUMMARY
The applicant and subject property owner, Pearson 35 Opportunities, LLC, is requesting
approval of a final plat for Westlake Ranch. The plat includes 32 single family detached
residential lots along with public and private open space. The subject property is zoned PD7 and
the development plan was approved by Ordinance 928 on May 24, 2021. The amended
preliminary site evaluation for the development was approved on June 21, 2021.
Most of the public infrastructure for the development has been constructed and the development
is nearing completion. Approval and recording of the final plat is required before any residential
building permits may be issued in the development.
COUNCILACTION/OPTIONS REGARDINGPLATS
Approve the proposed Resolution per staff’s recommendation and determination of
compliance with applicable regulations
PLANNING AND ZONING RECOMMENDATION
The Planning and Zoning recommended approval of the request by a vote of 4-0 on August 15,
2022.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Page 1 of 2
Project Cost/Funding Amount: $0.00 Funding Source: N/A
Contract: No Forms: N/A
DEVELOPMENT/MOBILITYIMPACTTOCOMMUNITY
Westlake Academy: As approved by Ordinance 928, a total of 32 residential lots are included on
the final plat. These additional lots may allow for more students to enroll in the Academy. Per
the terms of Resolution 21-35, Westlake Ranch Economic Development Agreement, the units on
these lots shall require the payment of $5,000per unit ($160,000.00 total) into capital funds
specific to Westlake Academy prior to the recording of the final plat.
Comprehensive Plan: The request generally complies with the comprehensive plan as approved
by Ordinance 928.
Traffic Impact: A traffic impact analysis (TIA) was conducted as part of the original zoning
request. According to the original February 2018 TIA performed for the initial development
proposal, the traffic impact for the 32 single family residential units shown on the final plat is
projected to be 10.9 trips per day per unit, yielding a total impact of 349 trips per day. Given the
approved zoning conditions contained in Ordinance 928, no additional traffic study is required in
order to approve this item.
STAFF RECOMMENDATION
The proposed final plat complies with the PD7 zoning regulations, Town subdivision ordinances
and the approved amended preliminary site evaluation. Staff recommends approval of this item.
ATTACHMENTS
Proposed Resolution containing the final plat exhibit
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-58
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS
APPROVING A FINAL PLAT OF WESTLAKE RANCH ADDITION
WHEREAS, the Planning and Zoning Commission held a public hearing on August 15,
2022and voted unanimously to recommend approval of the final plat; 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 of Westlake Town Council of Westlake, Texas, after
considering the recommendation for approval from the Planning and Zoning Commission on
August 15, 2022, does hereby approve the final plat as found in the attached document 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.
SECTION 4: That this resolution shall become effective from and after its date of
passage.
TH
PASSED AND APPROVED ON THIS 29
DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
_____________________________________ _____________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Resolution 22-58
Page 1 of 2
EXHIBITS
(Westlake Ranch Addition Final Plat)
Resolution 22-58
Page 2 of 2
TOWN COUNCILAGENDA ITEM
Regular Meeting - Action Item
Monday, August 29, 2022
TOPIC: Conduct a Public Hearing and Consideration of an Ordinance Amending
the RevisedBudget for the fiscal year ending September 30, 2022, Adopting
the Proposed Budget for the Fiscal Year ending September 30, 2023
including aFive-Year Capital Improvement Plan, an Investment Policy, Pay
Plan Policy, Fiscal and Budgetary Policies, Restricted, Committed and
Assigned Fund Balances, and Providing Authorization to the Town Manger
to approve appropriated funds up to $50,000.
STAFF: Amber Karkauskas, Director of Finance
Jarrod Greenwood, Acting Town Manager
STRATEGIC ALIGNMENT
Vision, Value, MissionPerspectiveStrategic Theme & ResultsOutcome Objective
Exemplary Service & Governance
Increase
- We set the standard by delivering
Transparency,
Fiscal ResponsibilityFiscal Stewardship
unparalleled municipal and
Accessibility &
educational services at the lowest
Communications
cost.
SUMMARY
The proposed budget was carefully prepared through the collective efforts of all departments to
balance the identified needs of the Town with a sustainable and sound financial plan. Town Staff
recommends keeping a conservative control on spending while responsibly moving ahead with the
progress and needs of our growing community by:
Maintaining intense scrutiny of departmental budget expenditures;
Limiting staff replacement, and one new position only, for essential service delivery;
Increasing transfers to conduit funds for responsible planning; and,
Funding necessary postponed and/or planned capital projects.
Page 1 of 4
The FY 2023 budget continues to support initiatives for service delivery and our ongoing
commitment to community and organizational excellence. In adherence to our fiscal policies, the
budget will be monitored periodicallyand regular updates will be provided to Town Council in
order to respond responsibly. The budget contains fund expenditures in the following amounts:
This budget will raise more total property taxes than last year’s budget by $492,829 or 18.16%,
and of that amount, $111,143 is tax revenue to be raised from new property added to the tax roll
this year.
The rise in our property values (by an approximate 8.20% increase) correlates to the calculation of
the No-New-Revenue rate ($0.14609/$100). Thus, this is considered a tax increase since there is a
difference of $0.02179/$100 from the current/proposed rate of $0.16788/$100 value.
Town staff is recommending we maintain the same ad valorem rate and not raise our total property
tax rate. However, adjustments were made to the individual M&O and I&S rates noted below:
FY 22 FY 23
Adopted Proposed
Tax RateTax Rate Variance
M&O $0.10284 $0.10491 $ 0.00207
I&S $0.06504 $0.06297 $(0.00207)
$0.16788 $0.16788 $ 0.00000 .
The Public Hearing being held this evening has been advertised in the newspaper as required by
law as well as on our home page of the Town’s website.
Page 2 of 4
Additionally, please note that with the annual approval of the budget, Council is also approving
the Five-Year Capital Improvement Plan, Investment Policy, Pay Plan Policy, Fiscal and
Budgetary Policies, Restricted, Committed and Assigned Fund Balances, and provides
authorization to the Town Manger to approve appropriated funds up to $50,000.
Staff is working diligently on wrapping up the budget document for adoption which has included
the following changes since the 8/8/22 Council Meeting:
- Calculation of former Town Manager’s voluntary severance agreement and proportioning sum
between the FY22 revision as well as the FY23 remainder;
- Adding modified and new FTE positions into the FY23 budget;
- Updating the audit expenditures to include WA House of Commons and Athletic Club;
- Reducing repair and maintenance line items in the General Fund and General Maintenance
and Replacement Fund and adding contingency lines;
- Moving out selected capital improvement projects to FY24;
- Updating ad valorem property tax figures to FY23;
- Adding GL accounts and implementing expenditure lines to allow for Academy support to
include Blacksmith $1.1m from the Foundation, WAF full salary reimbursement, and the
operational coverage required for the Academy’s balanced budget;
- Revision for fire/EMS-related items that did not arrive as anticipated in FY22, moved
expenditures to FY23 (General Maintenance & Replacement Fund and General Vehicle
Maintenance & Replacement Fund);
- Revision to FY22 and updates to FY23 numbers relating to water and sewer rates in the Utility
Fund, as well as reducing the transfer to the Utility Fund Vehicle Maintenance and
Replacement Fund;
- Analyzing and presenting all changes from Retreat to final document;
- Powerpoint presentation for the 8/29/22 Council Meeting; and
- Putting together entire document for adoption.
The FY23 Municipal Budget document and PowerPoint presentation will be submitted under
separate cover.
COUNCILACTION/OPTIONS
Council must first conduct and close the Public Hearing, followed by Council discussion as
needed; next, approve or deny the related ordinance regarding this necessary action, providing
feedback to Staff as desired.
STAFF RECOMMENDATION
Staff recommendation is to adopt the FY 2023 Municipal budget and related policies as proposed
and approve the Revised FY 2022 budget, after holding the Public Hearing.
Page 3 of 4
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $33,221,535
Funding Source: Multiple Sources Contract: No Forms: N/A
Service Levels:N/A
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy: N/A
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
- Proposed FY 2023 Operating & Capital Budget which includes FY 2022 Revised Budget
- Ordinance
Page 4 of 4
TOWN OF WESTLAKE
ORDINANCE NO. 950
AN ORDINANCE OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS,
AMENDING THE REVISED BUDGET FOR THE 2022 FISCAL YEAR; ADOPTING THE
BUDGET FOR THE TOWN OF WESTLAKE, TEXAS FOR THE FISCAL YEAR
Commented \[AK1\]: JG – Note that we don’t mention adoption
BEGINNING OCTOBER 1, 2022 AND ENDING SEPTEMBER 30, 2023 INCLUDING A
of the capital budget. Can’t recall, didn’t we have an issue with that
FIVE-YEAR CAPITAL IMPROVEMENT PLAN, AN INVESTMENT POLICY, PAY PLAN
b/c they’re not adopting a 5 year, but FY23 only. I think we prefer
that. I’m drawing a blank.
POLICY, FISCAL AND BUDGETARY POLICIES, RESTRICTED, COMMITTED AND
ASSIGNED FUND BALANCES; PROVIDING AUTHORIZATION TO THE TOWN
MANGER TO APPROVE APPROPRIATED FUNDS UP TO $50,000; PROVIDING THAT
THE BUDGET BE KEPT IN CITY SECRETARY’S OFFICE; PROVIDING FOR A
SEVERABILITY CLAUSE; AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, public notice of a public hearing on the proposed annual budget, stating the
date, time, and place and subject matter of the public hearing, was given as required by the laws of
the State of Texas; and
WHEREAS, a public hearing was duly held, and all interested persons were given an
opportunity to be heard for or against any item therein on August 29, 2022; and
WHEREAS, as required by Texas Local Government Code 102.002, the budget officer has
prepared a municipal budget to cover the proposed expenditures of the municipal government for
the succeeding year; and
WHEREAS, this budget will raise more total property taxes than last year’s budget by
$492,829 or 18.16%, and of that amount, $111,143 is tax revenue to be raised from new property
added to the tax roll this year; and
WHEREAS, the Town Council finds that the passage of this Ordinance is in the best
interest of the citizens of Westlake.
NOW, THEREFORE, BE IT ORDAINED 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 hereby amendsthe revised budget for the fiscal year
beginning October 1, 2021, and ending September 30, 2022, as shown within Exhibit “A.”
SECTION 3: That the Town Council does hereby approve the proposed Municipal Budget
attached in Exhibit “A”, adopting the budget for the fiscal year beginning October 1, 2022, and
ending September 30, 2023.
Ordinance 950
Page 1 of 2
SECTION 4: That the Town Council does hereby adopt the presented Five-Year Capital
Improvement Plan, Investment Policy, Pay Plan Policy, Fiscal and Budgetary Policies, and the
Restricted, Committed and Assigned Fund Balances.
SECTION 5: That the Town Council hereby gives the Town Manager authorization to
approve any appropriated funds up to the amount of $50,000.
SECTION 6: That a copy of the official adopted 2023 budget document shall be kept on
file in the office of the Town Secretary.
SECTION 7: 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 8: This Ordinance shall take effect immediately from and after its passage as
the law in such case provides.
th
PASSED AND APPROVED ON THIS 29 DAY OF AUGUST, 2022.
__________________________________
ATTEST: Sean Kilbride,Mayor
____________________________ __________________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Interim Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Ordinance 950
Page 2 of 2
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 29, 2022
TOPIC: Conduct a Public Hearing and Consideration of an Ordinance Levying Municipal
Ad Valorem (Property) Taxes for the 2022 Tax Year in accordance with the Fiscal
Year 2023 Proposed Budget.
STAFF: Amber Karkauskas, Director of Finance
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Service & Governance
Increase
- We set the standard by delivering
Transparency,
Fiscal Responsibility Fiscal Stewardship
unparalleled municipal and
Accessibility &
educational services at the lowest
Communications
cost.
SUMMARY
During the presentation at the August 8, 2022 Town Council meeting, staff recommended a
proposed tax rate of $.16788 per $100 valuation, which is the same rate as the previous year, in
order to provide ample notification of the tax rate calculations and notificatioin of the upcoming
public hearings regarding the budget and setting the Westlake property tax rate.
Town staff is recommending we maintainour ad valorem tax at the current rate of $0.016788 per
$100 valuation. After the Tax Year 2022 calculations were completed using the certified rolls
provided by Tarrant County and the preliminary certified rolls of Denton County, the No-New-
Revenue (NNR) tax rate, formerly the effective rate, is $0.14609 per $100. This rate represents
the rate that will raise the same amount of property tax revenue for the Town from the same
properties in both the 2021 tax year and the 2022 tax year.
The Voter-Approval Tax Rate is calculated at $0.15098 per $100. This rate is the highest tax rate
that the Town may adopt without holding an election to seek voter approval of the rate, unless the
De Minimis rate for the Town exceeds the Voter-Approval Rate.
Page 1 of 3
The De Minimus rate is $0.17939 per $100. This rate is the rate equal to the sum of the no-new-
revenue maintenance and operations rate for the Town, the rate that will raise $500,000, and the
current debt rate.
This Public Hearing has been advertised in the newspaper as required by law and added to the
home page of the Town’s website to reach as many residents and stakeholders as possible.
The ad valorem tax rate proposed in the FY 2023 Budget compared to the rates adopted for FY
2022 is as follows:
FY 22 FY 23
Adopted Proposed
Tax Rate Tax Rate Variance
M&O $0.10284 $0.10491 $ 0.00207
I&S $0.06504 $0.06297 $(0.00207)
$0.16788 $0.16788 $ 0.00000 .
As a courtesy to our newer Council Members and those residents that may be unaware of our ad
valorem history, the following information is provided regarding the first enactment of Westlake’s
local ad valorem tax in 2010. After its adoption on September 29, 2010, the Town Council also set
the residential homestead tax exemption at the maximum (20%) allowed by State law. There were
other exemptions adopted by that earlier Resolution (which is restated and confirmed in the tax
levy ordinance) for an exemption for persons disabled or over 65 and an exemption for Freeport
goods. Additionally, there was a provision made in the Town Code for a “tax freeze” for people
over 65 or who are disabled and have a Westlake residence homestead established. This Town
Code provision was interpreted by the Town’s attorney to mean that a person, who at the tax year
2010, had a Westlake homestead residence and was over 65 or disabled prior to the date the tax
levy was adopted, will have a zero-tax rate. After the 2010 tax levy, persons over 65 or disabled
with a Westlake residence homestead are able to freeze their tax rate in the tax year of qualification
for the “tax freeze” exemption. This interpretation was presented and accepted by the Town
Council.
COUNCILACTION/OPTIONS
Council may hold discussion as necessary prior to voting for approval or denial of the ordinance
presented for adoption.
STAFF RECOMMENDATION
Staff recommends adoption of the ordinance levying a municipal ad valorem (property) tax of
$0.16788 per $100 of assessed valuation.
Page 2 of 3
*Should Council move to adopt the proposed rate of $0.16788 per $100 value, the following is
thespecific language necessary to use in the motion to adopt since the proposed rate (same as
last year) exceeds this year’s No-New-Revenue rate of $0.14609:
"I move that the property tax rate be increased by the adoption of a tax rate of $0.16788 per
$100 value, which is effectively a 14.92 percent increase in the tax rate."
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source:Ad Valorem Tax
Contract: No Forms: N/A
Service Levels:N/A
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy: N/A
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
- Ordinance
Page 3 of 3
TOWN OF WESTLAKE
ORDINANCE NO. 951
AN ORDINANCE OF THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS LEVYING TAXES TO BE ASSESSED ON ALL TAXABLE PROPERTIES
WITHIN THE TOWN LIMITS OF THE TOWN OF WESTLAKE FOR THE TAX YEAR
2022(FISCAL YEAR 2023); SETTING OUT EXEMPTIONS AND LIMITATION;
PROVIDING FOR THE COLLECTION OF DELINQUENT TAXES AND A
COLLECTION PENALTY TO BE ADDED TO DELINQUENT TAXES; PROVIDING
FOR A SEVERABILITY CLAUSE; AND DECLARING AN EFFECTIVE DATE.
WHEREAS, a public hearing on the proposed annualbudget for the Town of Westlake,
Texas, for the fiscal year beginning October 1, 2022, and ending on September 30, 2023, was
duly advertised giving the date, time, place,and subject matter of the public hearing; and
WHEREAS, a public hearing was set by the Town Council in a duly posted Town
Council meeting held on August 8, 2022, and all citizens were invited to participate and be heard
on August 29, 2022; and
WHEREAS, all requirements of state law were met, including Open Meetings Act,
Texas GovernmentCode chapter 551 requirements and the requirement of Texas Local
Government Code 102.002 that the budget officer prepare a municipal budget to cover the
proposed expenditures of the municipal government for the succeeding year; and
WHEREAS, it is deemed to be in the best interest of the citizens of the Town of
Westlake, Texas to levy a tax as set forth below, on all taxable properties within the Town limits
of Westlake to provide the necessary funds to provide municipal services to its citizens and to
meet all municipal commitments; and
WHEREAS, The Town of Westlake’s budget will raise more total property taxes than
last year’s budget by $492,829 or 18.16%, and of that amount, $111,143 is tax revenue to be
raised from new property added to the tax roll this year; and
WHEREAS, the Town of Westlake has passed exemptions to certain applicable taxes
which were previously adopted by earlier Resolution and recognized and adopted a tax limitation
set out in the Town Municipal Code and such exemptions and limitation are included and
adopted as part of this Ordinance; and
WHEREAS, the Town Council finds the passage of this Ordinance to be in the best
interest for the citizens of Westlake, for the preservation of public health, safety, and welfare of
the citizens of the Town.
Ordinance 951
Page 1 of 3
NOW, THEREFORE, BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN
OF WESTLAKE, TEXAS:
SECTION 1: That all matters stated in the findings hereinabove are found to be true and
correct and are incorporatedherein by reference as if copied in their entirely.
SECTION 2: That the Town Council of the Town of Westlake, Texas shall hereby levy
the following taxes on each One Hundred Dollars ($100.00) of taxable valuation on all taxable
property within the Town limits of the Town of Westlake, Texas to be assessed and collected by
the Tax Assessor/Collector for the tax year 2022 (Fiscal Year 2023) for the purposes stipulated
below, to-wit:
(a) $0.10491 For General Fund Maintenance and Operations (M&O)
(b) $0.06297 For Interest and Sinking Fund (I&S, Debt Service)
SECTION 3: Exemptions: That the Town Council authorizes the following exemptions
and limitations:
(a) Homestead exemption - That it is the intent of the Town Council of the Town of
Westlake to adopt the highest possible homestead exemption, which would be a homestead
exemption in the amount of twenty percent (20%) of the value of the homestead, and in any
event, the exemption shall be at least a minimum of Five Thousand dollars ($5,000).For
purposes of this section "residential homestead" is defined as a structure (including a mobile
home) or a separately secured and occupied portion of a structure (together with land, not to
exceed ten (10) acres, and improvements used in the residential occupancy of the structure and
the land andimprovements have identical ownership) that (1) is owned by one or more
individuals, either directly or through a beneficial interest is a qualifying trust; (2) is designed or
adapted for a human residence; (3) is used as a residence; and (4) is occupied as his or her
principal residence by an owner or, for property owned through a beneficial interest in a
qualifying trust, by a trustee of the trust who qualifies for the exemption.
(b) Over 65 or Disabled exemption - That an exemption for a resident over 65 or
disabled, pursuant to section 11.13(b) of the Texas Tax Code shall be authorized in the amount
of $10,000. A resident is eligible for an exemption under this section if the resident is over 65 or
disabled, but the resident shall not be entitled to two exemptions under this section, as set out in
section 11.13(b) of the Texas Tax Code.
(c) The Town of Westlake previously adopted an ad valorem tax limitation in section
86-2 of the Town Code, for elderly and disabled citizens according to Article VIII, Section 1-b of
the Texas Constitution and Texas Tax Code § 11.261, which provides “The county, municipality,
or junior college district may not increase the total annual amount of ad valorem taxes the
county, municipality, or junior college district imposes on the residence homestead of a disabled
individual or an individual 65 years of age or older above the amount of the taxes the county,
municipality, or junior college district imposed on the residence homestead in the first tax year,
other than a tax year preceding the tax year in which the county, municipality, or junior college
district established the limitation described by Subsection (a), in which the individual qualified
Ordinance 951
Page 2 of 3
that residence homestead for the exemption provided by Section 11.13(c) for a disabled
individual or an individual 65 years of age or older.” This provision, commonly referred to as a
“tax freeze” means that residents who are already eligible for the provisions of that section will
not have any increase in their taxes from the time that they became eligible, as citizens of
Westlake, for that section.
SECTION 4: State Law Required Statements:
(A) THIS TAX RATE WILL RAISE MORE TAXES FOR MAINTENANCE
AND OPERATIONS THAN LAST YEAR’S TAX RATE.
(B) THE TAX RATE WILL EFFECTIVELY BE RAISED BY 16.24% AND
WILL RAISE TAXES FOR MAINTENANCE AND OPERATIONS ON A
$100,000 HOME BY APPROXIMATELY $2.07.
SECTION 5:The Town of Westlake will pursue collection of delinquent taxes and
adopts the provisions of Section 33.07 of the Texas Tax Code so that hereafter an additional
penalty of twenty (20) percent of the delinquenttax, penalty andinterest on delinquent taxes will
be imposed on taxes becoming delinquent as provided by the Texas Tax Code and the Town’s
collection agreement.
SECTION 6: 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 7: That this Ordinance shall become effective from and after its date of
passage.
th
PASSED AND APPROVED ON THIS 29
DAY OF AUGUST 2022.
__________________________________
ATTEST: Sean Kilbride, Mayor
____________________________ __________________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Interim Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Ordinance 951
Page 3 of 3
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 29, 2022
TOPIC: Consideration and discussion of a Resolution to ratify the property tax increase as
reflected in the FY 2023 Annual Operating and Capital Budget.
STAFF: Amber Karkauskas, Director of Finance
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Service & Governance
Increase
- We set the standard by delivering
Transparency,
Fiscal Responsibility Fiscal Stewardship
unparalleled municipal and
Accessibility &
educational services at the lowest
Communications
cost.
SUMMARY
Pursuant to the requirements of HB 3195, it is necessary for the Town Council to vote to ratify
the property tax increase as reflected in the FY 2023 Operating & Capital Budget.
This vote is a procedural requirement of HB 3195. Section 102.007, Local Government Code,
Subsection (c), reads as follows: “Adoption of a budget that will require raising more revenue
from property taxes than in the previous year requires a separate vote of the governing body to
ratify the property tax increase reflected in the budget. A vote under this subsection is in addition
to and separate from the vote to adopt the budget or vote to set the tax rate required by Chapter
26, Tax Code, or other law.”
This budget will raise more total property taxes than last year’s budget by $492,829 or 18.16%,
and of that amount, $111,143 is tax revenue to be raised from new property added to the tax roll
this year.
The rise in our property values (by an approximate 8.20% increase) correlates to the calculation of
the No-New-Revenue rate ($0.14609/$100). Thus, this is considered a tax increase since there is a
difference of $0.02179/$100 from the current/proposed rate of $0.16788/$100 value.
Page 1 of 2
The ad valorem tax rate proposed in the FY 2023 Budget compared to the rates adopted for FY
2022is as follows:
FY 22 FY 23
Adopted Proposed
Tax Rate Tax Rate Variance
M&O$0.10284$0.10491$ 0.00207
I&S $0.06504 $0.06297 $(0.00207)
$0.16788 $0.16788 $ 0.00000.
COUNCILACTION/OPTIONS
As a procedural requirement of HB 3195 and as required in Section 102.007, Local Government
Code, Subsection (c), Council must hold a vote on this item separately to approve or deny the
related resolution after any necessary discussion.
STAFF RECOMMENDATION
Staff recommends approval of the resolution to ratify the property tax increase as reflected in the
FY 2023 Budget.
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source: Ad Valorem Tax
Contract: No Forms: N/A
Service Levels:N/A
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy: N/A
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
- Resolution
Page 2 of 2
TOWN OF WESTLAKE
RESOLUTION NO. 22-59
ARESOLUTION OFTHE TOWN COUNCIL OF THE TOWN OF WESTLAKE, TEXAS
RATIFYING THE PROPERTY TAX INCREASE AS REFLECTED IN THE FISCAL
YEAR 2023 ANNUAL BUDGET.
WHEREAS, the Town of Westlake has adopted an annual budget that required raising
more revenue from property taxes than in the previous year; and
WHEREAS, House Bill 3195 requires that the governing body ratify the property tax
increase reflected in the budget in a separate vote; and
WHEREAS, the Town Council findsthat 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 the findings above are found to be true and correct and are
incorporated herein.
SECTION 2: That the Town Council of the Town of Westlake, Texas hereby ratifies the
property tax increase reflected in the Town of Westlake Fiscal Year 2023 annual budget.
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.
th
PASSED AND APPROVED ON THIS 29DAY OF AUGUST2022.
__________________________________
ATTEST: Sean Kilbride, Mayor
____________________________ __________________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Interim Town Manager
APPROVED AS TO FORM:
______________________
L. Stanton Lowry, Town Attorney
Resolution 22-59
Page 1 of 1
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Discussion
Monday, August 29, 2022
TOPIC: Consider a resolution by the Town Council of the Town of Westlake, Texas,
authorizing Acting Town Manager to negotiate amending the development
agreement with LTF Real Estate Company, Inc., for lR, block 3,
Westlake/Southlake Park addition Phase I and approving the park open
space master plan located on Sam School Rd.
STAFF: Troy Meyer, Facilities and Public Works Director
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Education - Westlake is
Informed & Engaged Improve Technology,
People, Facilities, & an international educational leader
Citizens / Sense of Facilities &
Technology where each individual's potential is
Community Equipment
maximized.
SUMMARY
December of 2018 the Town Council approved Resolution 18-50 the
Economic Development
Agreement with Wilbow-Solana LLC, related to The Knolls At Solana Development in Westlake.
Wilbow-Solana, LLC, as the owner of land located within the Town, was to develop 62.531 acres
and permitted to sell lots for the construction of up to 56 single family residential homes and
construction on such land is expected to significantly enhance the economic base of the Town.
As part of the Knolls Economic Development Agreement the developer met the one acre of park
land required for every thirty residential lots. This requirement will be satisfied with the final
platting of the proposed development through dedication of Lot 17X, Block C, approximately 11.6
acres of land that fronts on Sam School Road that could be used as a trailhead. Lot 17X, Block C
will be dedicated as public open space/parkland that will be privately owned and privately
maintained through the HOA.
The Town shall maintain the improved, developed public parkland on Lot 17X, Block C upon
completion of any park improvements to the property.
The developer also deeds to the Town approximately 22.8 acres of land, Lot 16X, Block B, as a
preservation buffer from the bordering neighborhoods to the south and west.
Page 1 of 3
On October 2021 Town Council passed Resolution 21-36, Development Agreement between LTF
Real Estate Company, Inc. (Lifetimes Fitness) and the Town of Westlake. This agreement includes
details regarding the planting of trees on
Lot 17X, Block C as public open space/parkland (Knolls
EDA) that is located south of the subject property as part of the required tree mitigation, and
improvements/maintenance to the park property by the developer.
In lieu of payment into the Town reforestation fund in the amount of $179,190.00, the Developer
agrees to plant additional trees in the Park. At a minimum, said trees shall meet the requirements
for tree plantings in Town Code of Ordinances. Developer shall not be required to spend in excess
of $179,190.00 on the additional trees described in this paragraph. Final planting locations, species
and sizes of trees shall be provided to the Town Manager or designee for final approval prior to
installation. To better foster screening and buffering between the Property and adjacent residential
properties, additional trees, as required above, not shown on the approved landscape plan pertinent
to the Property, may be planted on the Property as well, and the cost of such trees shall be applied
to the $179,190.00 amount. Any remaining unspent funds by the developer from the $179,190.00
amount may be applied to other obligations under this agreement or deposited into the Town
reforestation fund.
Staff has been working with Robin McCaffrey and Bennett Partners to restore the open space on
Sam School Road south of the Lifetime Fitness property with trees, trail improvements and
rescoping the hillside to give a natural feature. Staff has also worked with Lifetimes Fitness
development team to ensure the landscaping between Lifetime Fitness site and the open space has
a natural fabric.
The budget for the proposed Phase I and Phase II ranges from $240,00.00. to $380,000. Staff hired
Kimley Horn architect professional services to develop a phase plan to improve the open space
which includes a master plan and budget for each phase of the park improvements.
Create an open space Master Plan, phasing plan and estimated budget – Not to exceed $36,000.00.
Phase I -$240,000 includes the following improvements:
Earthwork, 20 to 30 trees with tree bubblers, groundcover, wildflower and grass
mixes and temporary irrigation.
Phase II - $197,000 to $380,000 includes the following improvements:
Concrete trails, trail head, outdoor classroom area, bike racks, gateway, stone
terrace, timber steps and dry creek bed.
Phase III - $285,000 to $314,000 includes the following improvements:
Dog park area
Playground equipment
Staff recommends the Proposed Phase I to include adding trees and ground cover, timber steps,
dry creek bed and concrete trails. This project would be estimated at $339,190.00, Funded by
Knolls open space $100,000.00
Lifetimes Fitness $179,190.00
Town Reforestation Fund $75,000.00
Total proposed project Budget $354,190.00
Page 2 of 3
Staff follow up items from the June 21 Town Council meeting were to include playground and dog
park areas in the park open space master plan on Sam School Road. The estimated cost for these
two areas is between $285,000 to $314,000. Staff is recommending putting Phase II and III in the
unfunded/under discussion Capital Improvement Project Forecast.
Phase I is to include adding trees and ground cover, irrigation, timber steps, dry creek bed and
concrete trails. This project would be estimated at $354,190.00. Phase I would be funded by the
Town’s Reforestation Fund $75,000.00, Knolls $100,000.00 open space contribution and the Life
Time credit of $179,190.00 to meet the requirements for tree plantings in Town Code of
Ordinances.
COUNCILACTION/OPTIONS
Approve the proposed Resolution
Reject the proposed Resolution
STAFF RECOMMENDATION
Staff recommends authorizing Assistant Town Manager to negotiate and execute said agreements
and pursue any necessary procedures on behalf of the Town of Westlake and approval of the park
open space master plan attached hereto as Exhibit "A"
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: $354,190.00 Funding Source: Contributions/Grants
Contract: No Forms: N/A
Service Levels:Town will provide ongoing maintenance to the proposed open space
improvements.
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Town of Westlake: Provides an interactive open space for the Westlake Community.
Comprehensive Plan: Met town open space vision.
Cost Recovery Analysis: N/A.
Traffic Impact: N/A.
ATTACHMENTS
Resolution
Exhibit A park open space master plan
Page 3 of 3
TOWN OF WESTLAKE
RESOLUTION 22-60
A RESOLUTION BY THE TOWN COUNCIL OF THE TOWN OF WESTLAKE,
TEXAS, AUTHORIZING ACTINGTOWN MANAGER TO NEGOTIATE AMENDING
THE DEVELOPMENT AGREEMENT WITH LTF REAL ESTATE COMPANY, INC.,
FOR lR, BLOCK 3, WESTLAKE PARK ADDITION PHASE ONE AND APPROVING
THE PARK OPEN SPACE MASTER PLAN LOCATED ON SAM SCHOOL RD.
WHEREAS, as site plan amendment for 1 R, Block 3, Westlake/Southlake Park
Addition Number One was approved by the Town Council on October 25, 2021; and
WHEREAS, LTF Real Estate Company, Inc., as the owner and developer of land located
within the Town, intends to construct a two-story, 109,000 square foot Life Time Fitness facility
on IR, Block 3, Westlake/Southlake Park Addition Number One; and
WHEREAS, the Town of Westlake (Town) and LTF Real Estate Company, Inc. (the
Developer) desire to Development Agreement that provides for credits for off-site connections to
Town owned utilities, and provides for planting of trees and improvements to Town parkland
adjacent to 1 R, Block 3, Westlake/Southlake Park Addition Number One; and,
WHEREAS, the amendment would allow the Town of Westlake to reimburse Life Time
for additional improvement to Phase I of the Park Open Space Master plan; and
WHEREAS, the approval of the Park Open Space Master Plan(Exhibit A); and
WHEREAS, the Town Council finds that the passage of this Resolution is in the best
interest of the citizens of Westlake.
NOW, THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN
OF WESTLAKE, TEXAS:
SECTION 1: That, all matters stated in the Recitals hereinabove are found to be true and
correct and are incorporated herein by reference as if copied in their entirety.
SECTION 2: That, the Town Council of the Town of Westlake, Texas, hereby
authorizing ActingTown Manager to negotiate and execute said agreements and pursue any
necessary procedures on behalf of the Town of Westlake and approval the Park Open Space
Master Plan attached hereto 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.
Resolution 22-XX
Page 1 of 2
SECTION 4: That this resolution shall become effective from and after its date of passage.
TH
PASSED AND APPROVED ON THIS 29
DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
_____________________________________ _____________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Resolution 22-XX
Page 2 of 2
COUNCIL AGENDA ITEM
Regular Meeting - Report
Monday, August 29, 2022
TOPIC: Presentation and Discussion on the condition of the six portable buildings
located on the Westlake Academy Campus at 2600 JT Ottinger.
STAFF: Troy J. Meyer, Assistant Town Manager
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Service & Governance
- We set the standard by delivering Improve Technology,
Planned / Responsible People, Facilities, &
unparalleled municipal and Facilities &
Development Technology
educational services at the lowest Equipment
cost.
SUMMARY
In April of 2011, the Town Council approved the purchase of three portable buildings to be located
to the west of the Sam & Margert Lee Art and Sciences Center. The three buildings would add six
classrooms to accommodate future growth in student population.
In April of 2013, the Town Council approved the purchase for three new portable buildings. This
purchase was recommended and based on the Student Admission Policy and future enrollment
report presented at the December 3, 2012, Town Council meeting. Adding 3 buildings consisting
of 6 classrooms, they would be located just to the west ofthe current portable buildings. The
implementation of these new portables would allow for several options to be executed based upon
enrollment growth over the next several months.
These six buildings have been maintained by facilities staff and the following improvements have
been made over the past years: new flooring, upgraded the life skills room with sink, overhead
cabinets, restroom floor replaced, painted interior and exterior, painted wooden desks and updated
security cameras.
In November of 2021, staff consulted with My Modular, LLC who serves the modular building
industry in a major support role. Services include set-up, dismantle, refurbishment, modifications,
decks, and ADA ramps. My Modular conducted a full audit of the six portable buildings on
December 20-30, 2021, at the Westlake Academy Campus.
Page 1 of 3
Town Council received the follow report on February 7, 2022, on the 6 portable buildings.
This includes an inspection of the following:
Blocking and leveling
Disassemble of ceiling grid where they were separating. Adding new main T’s and
reassemble with new cross T’s. Connect and rivet where needed to secure.
Floorings repairs
Additional blocking beyond a standard install
The total cost of the inspection and repairs was $17,250.00, funded out of general fund from major
maintenance and repairs.
These are normal adjustments needed on portable buildings. The average movement of portable
building is a quarter inch over time (accounting for 1/4”in general for general acclimation.) The
foundation/soil they are on, concrete, compacted soil/non compact soils, drainage, high humidity
areas, etc., are all variables that will impact the movement.
They rated the portables 5 out of 10 conditionally and structurally 6 of 10. The 1 to 10 scale is on
a 10 being in good condition and a 1 being poor condition.
The Westlake Academy facilities are required to complete an annual fire inspection by the
Westlake Fire Marshall. The inspectionwas preformed on August 16, 2022, of each building and
the 7 portable buildings. The inspections included reviewing all documentation of the annual fire
alarm systems, vent hoods, fire extinguishers, storage rooms, hallways, and exit doors for all
buildings and the 6 portables. The portable buildings met the current 2018 fire codes. There are
two items that need to be corrected - 1. Exit sign needs to be replaced in classroom 5 and the panic
hardware from classroom 7-12. To ensure the doors could be manuallylocked quickly from inside
the classroom thumb lock where installed. The fire code states you cannot have another lock other
than panic hardware or fire exit hardware. The solution is to remove the panic hardware and leave
the thumb latch to ensure the occupants of the classroom can lock the door quickly from the inside.
Staff will correct both items in the next two-three weeks. A second door for each classroom would
only be needed if the occupancy load exceeds 50 or more.
STAFF RECOMMENDATION
Continue to do ongoing maintenance, repairs and inspections to the portable buildings to
ensure the safety of the users of the portable buildings.
COUNCILACTION/OPTIONS
N/A
FISCAL/SERVICELEVEL IMPACT TO COMMUNITY
Project Cost/Funding Amount: N/A Funding Source: N/A
Contract: No Forms: N/A
Page 2 of 3
Service Levels:Staff will have My Modular, LLC do annual building inspections and make any
corrections base on any deficiencies found in the building and fire inspections.
DEVELOPMENT/MOBILITYIMPACT TO COMMUNITY
Westlake Academy:Continue to do ongoing maintenance, repairs, and inspections to the
portable buildings to ensure the safety of the users of the portable buildings.
Comprehensive Plan: N/A
Cost Recovery Analysis: N/A
Traffic Impact: N/A
ATTACHMENTS
Exhibit A Fire Inspection Report
Page 3 of 3
EXHIBIT A
TOWN COUNCIL AGENDA ITEM
Regular Meeting - Action Item
Monday, August 29, 2022
TOPIC: C onsider an Ordinance to Update the Solana Public Improvement District
Service and Assessment Plan and Assessment Roll 2021.
STAFF: Jarrod Greenwood, ActingTown Manager
STRATEGIC ALIGNMENT
Vision, Value, Mission Perspective Strategic Theme & Results Outcome Objective
Exemplary Service & Governance
Increase
- We set the standard by delivering
Transparency,
Fiscal Responsibility Fiscal Stewardship
unparalleled municipal and
Accessibility &
educational services at the lowest
Communications
cost.
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 updatesto the PID SAP as follows: Ordinance
861 on August 27, 2018; Ordinance 890 on August 26, 2019; Ordinance 912 on August24, 2020;
and the last update with Ordinance 930 on August 23, 2021.
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 2022/2023tax bills which will be mailed out in October
2022.
COUNCILACTION/OPTIONS
Approve the proposed PID SAP Update
Reject the proposed PID SAP Update
STAFF RECOMMENDATION
Staff recommends approval.
FISCAL/SERVICELEVEL 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/MOBILITYIMPACT TO COMMUNITY
Westlake Academy:The proposedOrdinancedoes not impact the Academy’s budget.
Comprehensive Plan: The proposed Ordinance supports the Comp Plan by providing the
necessary funding to satisfy the Entrada development requirements.
Cost RecoveryAnalysis: The proposed Ordinance 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. 951
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 TownCouncil 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, on August 23, 2021, Town Council approved Ordinance 930 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 PID Act;
and
Ordinance 951
Page 1 of 3
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.
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.
Ordinance 951
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TH
PASSED AND APPROVED ON THIS 29DAY OF AUGUST2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
____________________________ ______________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Acting Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Ordinance 951
Page 3 of 3
TOWN OF WESTLAKE, TEXAS
SOLANA PUBLIC IMPROVEMENT DISTRICT
2022ANNUALSERVICEPLANUPDATE
AUGUST29,2022
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 DevelopmentAgreement, FinancingAgreement,
and Reimbursement Agreements, as applicable.
On February 24, 2014, the TownCounciladoptedResolution No. 14-07authorizing the creation
ofthePID to finance the costs of certain public improvementsfor the benefit of property inthe
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 Rollfor 2017.
On January 29, 2018, the Town Council adopted Ordinance No. 843, whichapprovedthe 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 Planand the Annual Service
Plan for Assessment Part B.
SOLANAPUBLIC IMPROVEMENT DISTRICT
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2022ANNUAL SERVICE PLANUPDATE
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.
On August 23, 2021, the Town Council adopted Ordinance No. 930, which approved the 2021
Annual Service Plan Update and updated the Assessment Roll for 2021.
Pursuant to the PID Act, the Service and Assessment Planmust be reviewed and updated
annually. This document is the Annual Service PlanUpdate for 2022. This 2022Annual Service
Plan Update also updates the Assessment Roll for 2022.
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SOLANAPUBLIC IMPROVEMENT DISTRICT
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2022 ANNUAL SERVICE PLAN UPDATE
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 consistedof 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 consistedof 6 residential Lots and 4 Lots of Non-Benefited Property.
The Replat of Westlake EntradaLots 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 EntradaBlock L, Lot 6 & Block S, Lot 2Xwas filed and recorded
with the County on September 19, 2017, which consistedof 1commercialLot 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
O 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, BlockC, Lot1, 2X, Block D, Lots1, 15-17, 18X, BlockE, Lots 1-5, 6X, BlockF,
Lots 1-5, 6X, BlockG, Lots 1-5, 6X, BlockH, Lot1, BlockJ, Lots 1- 5, BlockK, Lots 1-5, Block
L, Lots 1-3, 4X, 5X, BlockP, Lot1, Block Q, Lot1, BlockR 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 consistedof 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 consistedof 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 Replat of Westlake Entrada Lots 1R1 to 1R10, 2R, 3R, 4R & 5R, Block G, was filed and
recorded with the County on May 25, 2022, which consisted of 14 residential Lots. The
Replat of Westlake Entrada Lots 1R1 to 1R10, 2R, 3R, 4R & 5R, Block G is attached hereto
as Exhibit B.
LOT SALES & HOME SALES UPDATE
Residential
Per the Quarterly Report dated March 31, 2022, 35residential units have started construction,
30residential units have completed construction, and 3 residential units havebeen sold to end-
SOLANAPUBLIC IMPROVEMENT DISTRICT
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2022ANNUAL SERVICE PLANUPDATE
users.Completion of all residential units in the PID is expected to occur in July 2025.
Commercial
Per the Town staffand Developer, of the expected 1,158,299 square feet of commercial space
described in the Service and Assessment Plan, approximately 94,319square feet of commercial
development has been constructed, including a CVS, Primrose Daycare Center, Entrada Sales
Office, Retail Corner/Starbucks, restaurants, chapel, reception hall, and parking garage.
Buyer discloses for the proposed uses are attached hereto as Exhibit F.
AUTHORIZED IMPROVEMENTS
Improvement Project A
Per the Quarterly Report dated March 31, 2022, all Improvement Area #1 and Improvement Area
#2 Authorized Improvements in Improvement Project A are being funded by Series 2015 Bond
funds.The balance in the Improvement Fund with US Bank is $30,406.12as of February 28, 2022.
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 to date have been funded by the Developer), with an estimated cost of
$3,400,000 anticipated to be funded by the Developer and subject to the Reimbursement
Agreement – Part A. Improvement Area #3 Authorized Improvements are on hold indefinitely.
See the table below for details about the Improvement Project A budget.
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SOLANAPUBLIC IMPROVEMENT DISTRICT
4
2022ANNUAL SERVICE PLANUPDATE
Original vs. Revised Budget - Improvement Project A
Series 2015 BondsReimbursement Agreement - Part A
Original Budget as of Original Budget as of
1212
BudgetRevisions3/31/22BudgetRevisions3/31/22
Authorized Improvements
Road$ 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
Sanitary Sewer 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
3
8,120,860 (1,131,154) 6,989,706 573,896 - 573,896
Other Costs
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$ -$ 3,400,000
Notes:
1) Budget as shown in the Service and Assessment Plan.
2)ThebudgetfortheAuthorizedImprovementsisadjustedinthisAnnualServicePlanUpdateastheAuthorizedImprovementsareconstructed
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.
Improvement Project B
Per the Quarterly Report dated March 31, 2022, 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 $2,450,000 are subject to Reimbursement
Agreement – Part B. The structure for the Parking Garage is completed, and masonry façade
sample was approved by the Town on the fourth quarter of 2020. See the table below for details
about the Improvement Project B budget.
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SOLANAPUBLIC IMPROVEMENT DISTRICT
5
2022 ANNUAL SERVICE PLAN UPDATE
Original vs. Revised Budget - Improvement Project B (Parking Garage)
Budget as of
12
Original BudgetRevisions3/31/22
Authorized Improvements
Road$ -$ -$ -
Water Distribution System - - -
Sanitary Sewer - - -
Storm Drainage - - -
Landscaping - - -
Duct Bank - - -
3
- - -
Other Costs
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)ThebudgetfortheAuthorizedImprovementsisadjustedinthisAnnualServicePlanUpdateasthe
AuthorizedImprovementsareconstructedandtheActualCostsoftheAuthorizedImprovementsare
determined.
3) See Appendix B of Service and Assessment Plan for details.
OUTSTANDING ASSESSMENT
Improvement Area #1
Improvement Area #1 has an outstanding Assessment of $19,766,077.29. The outstanding
Assessment is less than the $19,802,539.78in outstanding Assessment Part A and Assessment
Part B, as shown below,due to a mandatory prepayment of Assessments for whichAssessment
Part A or Assessment Part Bhave not yet been redeemedor released.
Improvement Area #1
Assessment Part AAssessment Part BTotal
Reimbursement Reimbursement
Agreement - Agreement -
Series 2015 Bond Part A Part B Total
Outstanding Assessment
Series 2015 Bond$ 15,392,721.89$ -$ -$ 15,392,721.89
Reimbursement Agreement - Part A - 2,149,817.89 - 2,149,817.89
Reimbursement Agreement - Part B - - 2,260,000.00 2,260,000.00
$ 15,392,721.89$ 2,149,817.89$ 2,260,000.00$ 19,802,539.78
SOLANAPUBLIC IMPROVEMENT DISTRICT
6
2022ANNUAL SERVICE PLANUPDATE
Improvement Area #2
Improvement Area #2 has an outstanding Assessment of $4,898,229.45. The outstanding
Assessment is less than the $5,167,705.53in outstanding Assessment Part A, as shown below,
due to a mandatory prepayment of Assessments for whichAssessment Part Ahave not yet been
redeemedor released.
Improvement Area #2
Assessment Part AAssessment Part BTotal
Reimbursement Reimbursement
Agreement - Agreement -
Series 2015 Bond Part A Part B Total
Outstanding Assessment
Series 2015 Bond$ 4,534,409.22$ -$ -$ 4,534,409.22
Reimbursement Agreement - Part A - 633,296.31 - 633,296.31
Reimbursement Agreement - Part B - - - -
$ 4,534,409.22$ 633,296.31$ -$ 5,167,705.53
Improvement Area #3
Improvement Area #3 has an outstanding Assessment of $4,470,754.69, as shown below.
Improvement Area #3
Assessment Part AAssessment Part BTotal
Reimbursement Reimbursement
Agreement - Agreement -
Series 2015 Bond Part A Part B Total
Outstanding Assessment
Series 2015 Bond$ 3,922,868.89$ -$ -$ 3,922,868.89
Reimbursement Agreement - Part A - 547,885.80 - 547,885.80
Reimbursement Agreement - Part B - - - -
$ 3,922,868.89$ 547,885.80$ -$ 4,470,754.69
ANNUAL INSTALLMENT DUE 1/31/2023
Improvement Area #1
Principal and Interest - Thetotal principal and interest required for the Annual
Installment for Improvement Area #1 is $1,606,689.31.
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 $30,785.44.
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
SOLANAPUBLIC IMPROVEMENT DISTRICT
7
2022ANNUAL SERVICE PLANUPDATE
additional 0.5% interest on the Series 2015 Bonds outstanding Assessment, resulting in a
Delinquency Reserve amount due for Improvement Area #1 of $46,178.17.
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 $58,067.19. A
breakdown of the Administrative Expenses is shown below.
Improvement Area #1
Administrative Expenses Breakdown
Administration$ 43,687.81
City Auditor 1,681.70
Filing Fees 672.68
County Collection 134.54
PID Trustee Fees 2,181.70
Dissemination Agent 3,363.40
Draw Request Review 5,000.00
Continuing Disclosure Review 672.68
Miscellaneous 672.68
Total Administrative Expenses$ 58,067.19
Improvement Area #1
Assessment Part AAssessment Part BTotal
Reimbursement Reimbursement
Agreement - Agreement -
Series 2015 Bond Part A Part B Total
Annual Installment Due 1/31/2023
Principal$ 306,563.64$ 18,716.52$ 50,000.00$ 375,280.16
Interest 955,510.47 138,233.29 137,665.39 1,231,409.15
Prepayment Reserve 30,785.44 - - 30,785.44
Delinquency Reserve 46,178.17 - - 46,178.17
Administrative Expenses 58,067.19 - - 58,067.19
$ 1,397,104.92$ 156,949.81$ 187,665.39 $ 1,741,720.11
Improvement Area #2
Principal and Interest - The total principal and interest required for the Annual
Installment for Improvement Area #2 is $418,018.02.
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 $9,068.82.
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 $13,606.23.
SOLANAPUBLIC IMPROVEMENT DISTRICT
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2022 ANNUAL SERVICE PLAN UPDATE
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 $13,714.16. A
breakdown of the Administrative Expenses is shown below.
Improvement Area #2
Administrative Expenses Breakdown
Administration$ 11,397.64
City Auditor 438.74
Filing Fees 175.49
County Collection 35.10
PID Trustee Fees 438.74
Dissemination Agent 877.47
Draw Request Review -
Continuing Disclosure Review 175.49
Miscellaneous 175.49
Total Administrative Expenses$ 13,714.16
Improvement Area #2
Assessment Part AAssessment Part BTotal
Reimbursement Reimbursement
Agreement - Agreement -
Series 2015 Bond Part A Part B Total
Annual Installment Due 1/31/2023
Principal$ 90,307.94$ 5,513.54$ -$ 95,821.48
Interest 281,475.59 40,720.95 - 322,196.54
Prepayment Reserve 9,068.82 - - 9,068.82
Delinquency Reserve 13,603.23 - - 13,603.23
Administrative Expenses 13,714.16 - - 13,714.16
$ 408,169.74$ 46,234.49$ -$ 454,404.23
Improvement Area #3
Principal and Interest - The total principal and interest required for the Annual
Installment for Improvement Area #3 is $361,641.35.
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 $7,845.74.
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 $11,768.61.
SOLANAPUBLIC IMPROVEMENT DISTRICT
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2022 ANNUAL SERVICE PLAN UPDATE
Administrative Expenses - The cost of administering the PID and collecting the Annual
Installmentsshall 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 $11,864.59. A
breakdown of the Administrative Expenses is shown below.
Improvement Area #3
Administrative Expenses Breakdown
Administration$ 9,860.48
City Auditor 379.56
Filing Fees 151.83
County Collection 30.37
PID Trustee Fees 379.56
Dissemination Agent 759.13
Draw Request Review -
Continuing Disclosure Review 151.83
Miscellaneous 151.83
Total Administrative Expenses$ 11,864.59
Improvement Area #3
Assessment Part AAssessment Part BTotal
Reimbursement Reimbursement
Agreement - Agreement -
Series 2015 Bond Part A Part B Total
Annual Installment Due 1/31/2023
Principal$ 78,128.42$ 4,769.95$ -$ 82,898.36
Interest 243,513.94 35,229.06 - 278,742.99
Prepayment Reserve 7,845.74 - - 7,845.74
Delinquency Reserve 11,768.61 - - 11,768.61
Administrative Expenses 11,864.59 - - 11,864.59
$ 353,121.29$ 39,999.00$ -$ 393,120.29
The debt service schedules for the Series 2015 Bonds, Reimbursement Agreement – Part A, and
Reimbursement Agreement – Part B, as provided by Lawrence FinancialConsulting, LLC, are
attached hereto as Exhibit E-1, Exhibit E-2, and Exhibit E-3, respectively.
PREPAYMENT OF ASSESSMENTS IN FULL
No prepayments in full have occurred within the PID.
PARTIAL PREPAYMENTS OF ASSESSMENTS
The filing of the Replat of Westlake Entrada Lots 1R1 to 1R10, 2R, 3R, 4R & 5R, Block Gtriggered
a mandatory prepayment on Lots 1R1 to 1R10, 2R, 3R, 4R & 5R, Block Gpursuant to Section VI.C
of the Service and Assessment Plan. Themandatory prepaymentresulted in a net $305,938.57
reductionof Assessments ($36,462.49 allocable to Improvement Area #1 and $269,476.08
allocable to Improvement Area #2).
SOLANAPUBLIC IMPROVEMENT DISTRICT
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2022ANNUAL SERVICE PLANUPDATE
EXTRAORDINARY OPTIONAL REDEMPTIONS
No extraordinary optional redemptions have occurred to date.
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.
Improvement Area #1
1/31/20231/31/20241/31/20251/31/20261/31/2027
Annual Installment Due
$ 375,280.16 $ 395,287.47 $ 416,422.40 $ 453,210.04 $ 478,862.75
Principal
1,231,409.15 1,205,074.79 1,182,946.40 1,159,637.85 1,131,944.56
Interest
$ 1,606,689.31 $ 1,600,362.26 $ 1,599,368.80 $ 1,612,847.89 $ 1,610,807.31
(1)
$ 76,963.61 $ 75,430.79 $ 73,817.30 $ 72,123.13 $ 70,267.61
Delinquency & Prepayment Reserve(2)
$ 58,067.19 $ 59,228.53 $ 60,413.10 $ 61,621.37 $ 62,853.79
Administrative Expenses(3)
$ 1,741,720.11 $ 1,735,021.59 $ 1,733,599.21 $ 1,746,592.39 $ 1,743,928.71
Total Annual Installment(4) = (1) + (2) + (3)
Improvement Area #2
1/31/20231/31/20241/31/20251/31/20261/31/2027
Annual Installment Due
$ 95,821.48 $ 101,715.26 $ 106,468.31 $ 117,305.26 $ 123,389.16
Principal
322,196.54 316,875.09 311,218.86 305,301.22 298,091.92
Interest
$ 418,018.02 $ 418,590.35 $ 417,687.17 $ 422,606.48 $ 421,481.09
(1)
$ 22,672.05 $ 22,220.51 $ 21,745.20 $ 21,246.13 $ 20,699.53
Delinquency & Prepayment Reserve(2)
$ 13,714.16 $ 13,988.44 $ 14,268.21 $ 14,553.58 $ 14,844.65
Administrative Expenses(3)
$ 454,404.23 $ 454,799.30 $ 453,700.59 $ 458,406.19 $ 457,025.26
Total Annual Installment(4) = (1) + (2) + (3)
Improvement Area #3
1/31/20231/31/20241/31/20251/31/20261/31/2027
Annual Installment Due
$ 82,898.36 $ 87,997.27 $ 92,109.29 $ 101,484.70 $ 106,748.09
Principal
278,742.99 274,139.22 269,245.83 264,126.29 257,889.28
Interest
$ 361,641.35 $ 362,136.49 $ 361,355.13 $ 365,610.99 $ 364,637.37
(1)
$ 19,614.34 $ 19,223.70 $ 18,812.50 $ 18,380.74 $ 17,907.86
Delinquency & Prepayment Reserve(2)
$ 11,864.59 $ 12,101.88 $ 12,343.92 $ 12,590.80 $ 12,842.61
Administrative Expenses(3)
$ 393,120.29 $ 393,462.08 $ 392,511.54 $ 396,582.52 $ 395,387.84
Total Annual Installment(4) = (1) + (2) + (3)
PID Total
1/31/20231/31/20241/31/20251/31/20261/31/2027
Annual Installment Due
$ 554,000.00 $ 585,000.00 $ 615,000.00 $ 672,000.00 $ 709,000.00
Principal
1,832,348.69 1,796,089.10 1,763,411.10 1,729,065.36 1,687,925.76
Interest
$ 2,386,348.69 $ 2,381,089.10 $ 2,378,411.10 $ 2,401,065.36 $ 2,396,925.76
(1)
$ 119,250.00 $ 116,875.00 $ 114,375.00 $ 111,750.00 $ 108,875.00
Delinquency & Prepayment Reserve(2)
$ 83,645.94 $ 85,318.86 $ 87,025.24 $ 88,765.74 $ 90,541.06
Administrative Expenses(3)
$ 2,589,244.63 $ 2,583,282.96 $ 2,579,811.34 $ 2,601,581.10 $ 2,596,341.82
Total Annual Installment(4) = (1) + (2) + (3)
SOLANAPUBLIC IMPROVEMENT DISTRICT
11
2022ANNUAL SERVICE PLANUPDATE
EQUIVALENT UNITS
The Service and Assessment Plan uses Equivalent Units to apportion Assessmentsbased on Land
Use Class. Thechart 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 Updateapproved by Ordinance No. 861 on August 27, 2018
allocated Equivalent Units and their Assessment totheir 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 isprovided by the
Developer and the corresponding Equivalent Unit calculations are shown in Exhibit D.
ASSESSMENT ROLL
The list ofcurrentParcels or Lots within the PID, the corresponding totalAssessments, and
current Annual Installment are shown on the Assessment Roll attached hereto as Exhibit A. The
Parcels shown on the Assessment Roll will receive thebills for the 2022 Annual Installments which
will be delinquent if not paid by January 31, 2023.
SOLANAPUBLIC IMPROVEMENT DISTRICT
12
2022ANNUAL SERVICE PLANUPDATE
14
UPDATE
UBLIC IMPROVEMENT DISTRICT
P
ANNUAL SERVICE PLAN
2
SOLANA202
15
UPDATE
UBLIC IMPROVEMENT DISTRICT
P
ANNUAL SERVICE PLAN
2
SOLANA202
16
UPDATE
UBLIC IMPROVEMENT DISTRICT
P
ANNUAL SERVICE PLAN
2
SOLANA202
17
UPDATE
UBLIC IMPROVEMENT DISTRICT
P
ANNUAL SERVICE PLAN
2
SOLANA202
19
UPDATE
UBLIC IMPROVEMENT DISTRICT
P
ANNUAL SERVICE PLAN
2
SOLANA202
EXHIBIT D–LAND USE AND EQUIVALENT UNITS BY PROPERTY ID
ImprovementArea#1
Outstanding
2021 Property 2022 Property Units/ Land Use EU
\[a\]\[b\]
IDIDProposed UseSq. Ft.ClassFactorTotal EUAssessment
4244707942447079
Commercial - Retail2,200100.220.48$29,413.07
4244705242447052
Commercial - Retail1,200100.220.26$16,043.49
4244706142447061
Commercial - Office24,000110.204.80$291,699.89
Commercial - Retail7,000100.221.54$93,587.05
4222999342229993
Condo (2,500 sq. ft. to 3,600 sq. ft.)320.621.86$113,033.71
Condo (Under 2,500 sq. ft.)63 0.60 3.60 $218,774.91
4223000242230002Commercial - Retail3,460100.220.76$46,258.74
4223001142230011Commercial - Retail14,770100.223.25$197,468.67
4223002942230029Commercial - Office3,100110.200.62$37,677.90
4223003742230037Commercial - Office2,300110.200.46$27,954.57
4222997742229977Commercial - Retail12,100100.222.66$161,771.89
4222998542229985Commercial - Retail3,600100.220.79$48,130.48
4240279242402792
Commercial - Office37,000110.207.40$449,703.99
4240043942400439
Commercial - Office80,000110.2016.00$972,332.95
4240231842402318
Commercial - Retail72,472100.2215.94$968,924.52
4240232642402326
Public---$-
4240233442402334
Commercial - Office60,433110.2012.09$734,516.52
4240267942402679
Commercial - Office3,000110.200.60$36,462.49
4240261042402610
Public---$-
4240255542402555
Commercial - Office3,000110.200.60$36,462.49
4240249142837489
Commercial - Office5,000110.201.00$60,770.81
4240235142402351Public---$-
4240234242402342
Commercial - Retail67,263100.2214.80$899,282.39
4240236942402369
Commercial - Hospitality42,361120.218.90$540,605.57
4261673342616733
Commercial - Hospitality19,139120.214.02$244,249.43
4240237742402377
Commercial - Retail20,200100.224.44$270,065.48
4240238542402385
Commercial - Retail5,000100.221.10$66,847.89
4240239342402393
Commercial - Retail8,000100.221.76$106,956.62
4240242342402423
Commercial - Retail2,100100.220.46$28,076.11
4240240742402407
Commercial - Retail15,000100.223.30$200,543.67
4240241542402415
Commercial - Retail12,500100.222.75$167,119.73
4240283142402831
Commercial - Retail21,900100.224.82$292,793.76
Commercial - Retail5,000100.221.10$66,847.89
4240274142402741
Condo (More than 3,600 sq. ft.)611.006.00$364,624.86
Condo (2,500 sq. ft. to 3,600 sq. ft.)620.623.72$226,067.41
4240282242402822
Commercial - Institutional33,000130.196.27$381,032.98
4234642642346426
Commercial - Office22,000110.204.40$267,391.56
Commercial - Retail37,800100.228.32$505,370.05
4240278442402784
Condo (More than 3,600 sq. ft.)2011.0020.00$1,215,416.19
Condo (2,500 sq. ft. to 3,600 sq. ft.)3920.6224.18$1,469,438.17
Commercial - Retail23,400100.225.15$312,848.13
4240276842402768
Condo (More than 3,600 sq. ft.)611.006.00$364,624.86
Commercial - Retail23,400100.225.15$312,848.13
4240277642402776
Condo (2,500 sq. ft. to 3,600 sq. ft.)820.624.96$301,423.22
4240269542402695
Commercial - Hospitality97,000120.2120.37$1,237,901.39
4240270942402709
Commercial - Hospitality97,000120.2120.37$1,237,901.39
Commercial - Retail5,000100.221.10$66,847.89
4240275042402750
Condo (More than 3,600 sq. ft.)611.006.00$364,624.86
Condo (2,500 sq. ft. to 3,600 sq. ft.)1520.629.30$565,168.53
4240271742402717100,000
Commercial - Institutional130.1919.00$1,154,645.38
4240272542402725131,600
Commercial - Institutional130.1925.00$1,519,513.32
Commercial - Office-110.20-$-
4244712542447125
Commercial - Office3,000110.200.60$36,462.49
4240044742400447
Commercial - Office36,000110.207.20$437,549.83
Total - IA #1:325.26$19,766,077.29
Notes:
\[a\] The proposed uses for each Property ID are provided by the Developer.
\[b\]ThetotaloutstandingAssessmentislessthantheoutstandingAssessmentPartAandAssessmentPartBallocabletoImprovementArea#1dueto
mandatory prepayments for which Assessment Part A or Assessment Part B have not yet been redeemed or released.
SOLANAPUBLIC IMPROVEMENT DISTRICT
21
2022ANNUAL SERVICE PLANUPDATE
ImprovementArea#2
Outstanding
2021 Property 2022 Property Units/ Land Use EU
\[a\]\[b\]
IDIDProposed UseSq. Ft.ClassFactorTotal EUAssessment
4222996942229969Villa - West Residential (Under 2,500 sq. ft.)2460.5212.47$663,711.96
4240268742402687
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)650.684.11$218,640.97
4240262842402628
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)650.684.11$218,640.97
4240263642402636Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240264442402644
4240265242402652Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (Under 2,500 sq. ft.)1560.527.79$414,819.98
4240266142402661
4240256342402563Villa - West Residential (More than 3,600 sq. ft.)1041.0010.00$532,207.49
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240257142402571
4240258042402580Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240259842402598
4240260142402601Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240250442402504
4240251242402512Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240252142402521Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240253942402539Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240254742402547Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)1550.6810.27$546,602.44
4240246642837454Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240247442837462Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4240248242837471
4240243142402431Villa - West Residential (Under 2,500 sq. ft.)1060.525.20$276,546.65
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4250912142509121
4250913942509139Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4250914742509147
4250915542791926Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4250916342791934
4250917142791942Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4250918042791951
4250919842509198Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4250920142509201
4250921042509210Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4250922842509228Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4250923642509236Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4250924442509244Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4250925242509252Villa - West Residential (More than 3,600 sq. ft.)141.001.00$53,220.75
4242458342424583Villa - West Residential (Under 2,500 sq. ft.)160.520.52$27,654.67
Villa - West Residential (Under 2,500 sq. ft.)160.520.52$27,654.67
4242459142424591
4242460542424605Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
Villa - West Residential (Under 2,500 sq. ft.)160.520.52$27,654.67
4242461342424613
4242462142424621Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4242463042424630
4242464842424648Villa - West Residential (Under 2,500 sq. ft.)160.520.52$27,654.67
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4242465642424656
4242466442424664Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4242467242424672
4242468142424681Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4242469942424699
4233116042331160Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4233117842331178Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4233118642331186Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4233119442331194Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4233120842331208Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
4233121642331216Villa - West Residential (2,500 sq. ft. to 3,600 sq. ft.)150.680.68$36,440.16
132 Total - IA #2:92.04$4,898,229.45
Notes:
\[a\] The proposed uses for each Property ID are provided by the Developer.
\[b\]ThetotaloutstandingAssessmentislessthantheoutstandingAssessmentPartAallocabletoImprovementArea#2duetomandatoryprepayments
for which Assessment Part A have not yet been redeemed or released.
SOLANAPUBLIC IMPROVEMENT DISTRICT
22
2022ANNUAL SERVICE PLANUPDATE
ImprovementArea#2
2021 Property 2022 Property Units/ Land Use EUOutstanding
\[a\]
IDIDProposed UseSq. Ft.ClassFactorTotal EUAssessment
Villa - East Residential (More than 3,600 sq. ft.)2171.0021.00$1,663,462.94
4240282242402822Villa - East Residential (2,500 sq. ft. to 3,600 sq. ft.)2380.6815.64$1,238,883.83
Villa - East Residential (Under 2,500 sq. ft.)3690.5519.80$1,568,407.92
80 Total - IA #3:56.44$4,470,754.69
Notes:
\[a\] The proposed uses for each Property ID are provided by the Developer.
SOLANAPUBLIC IMPROVEMENT DISTRICT
23
2022ANNUAL SERVICE PLANUPDATE
EXHIBIT E-1–SERIES 2015 BONDS DEBT SERVICE SCHEDULE
SOLANAPUBLIC IMPROVEMENT DISTRICT
24
2022ANNUAL SERVICE PLANUPDATE
SOLANAPUBLIC IMPROVEMENT DISTRICT
25
2022 ANNUAL SERVICE PLAN UPDATE
EXHIBIT E-2–REIMBURSEMENT AGREEMENT –PART A DEBT SERVICE SCHEDULE
SOLANAPUBLIC IMPROVEMENT DISTRICT
26
2022ANNUAL SERVICE PLANUPDATE
EXHIBIT E-3 – REIMBURSEMENT AGREEMENT – PART B DEBT SERVICE SCHEDULE
SOLANAPUBLIC IMPROVEMENT DISTRICT
27
2022ANNUAL SERVICE PLANUPDATE
EXHIBIT F–BUYER DISCLOSURES
Forms of the buyer disclosures for the following proposed uses areshown in this exhibit.
Improvement Area #1
Commercial –Retail(per 1,000 sf)
Commercial –Office(per 1,000 sf)
Commercial –Hospitality(per 1,000 sf)
Commercial –Institutional(per 1,000 sf)
Condo (More than 3,600 sf)
Condo (2,500 to 3,600 sf)
Condo (Under 2,500 sf)
Improvement Area #2
Villa –West Residential (More than 3,600 sf)
Villa –West Residential (2,500 sf to 3,600 sf)
Villa –West Residential (Under 2,500 sf)
Improvement Area #3
Villa –East Residential (More than 3,600 sf)
Villa –EastResidential (2,500 sf to 3,600 sf)
Villa –East Residential (Under 2,500 sf)
SOLANAPUBLIC IMPROVEMENT DISTRICT
28
2022ANNUAL SERVICE PLANUPDATE
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –
COMMERCIAL –RETAIL (PER 1,000 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – COMMERCIAL – RETAIL (PER 1,000 SF)
PRINCIPAL ASSESSMENT: $13,369.58
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – COMMERCIAL – RETAIL
(PER 1,000 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 253.37$ 831.38$ 51.96$ 39.28$ 1,175.99
2024$ 266.88$ 813.60$ 50.93$ 40.06$ 1,171.46
2025$ 281.15$ 798.66$ 49.84$ 40.86$ 1,170.51
2026$ 305.98$ 782.92$ 48.69$ 41.68$ 1,179.28
2027$ 323.30$ 764.23$ 47.44$ 42.51$ 1,177.48
2028$ 351.95$ 744.47$ 46.13$ 43.36$ 1,185.92
2029$ 370.58$ 722.95$ 44.72$ 44.23$ 1,182.48
2030$ 396.28$ 700.29$ 43.25$ 45.12$ 1,184.94
2031$ 427.98$ 676.05$ 41.67$ 46.02$ 1,191.72
2032$ 462.73$ 649.85$ 39.98$ 46.94$ 1,199.50
2033$ 493.56$ 621.50$ 38.18$ 47.88$ 1,201.12
2034$ 535.72$ 591.26$ 36.28$ 48.83$ 1,212.09
2035$ 567.41$ 558.43$ 34.21$ 49.81$ 1,209.86
2036$ 614.25$ 523.64$ 32.03$ 50.81$ 1,220.73
2037$ 657.72$ 485.39$ 29.68$ 51.82$ 1,224.62
2038$ 702.49$ 444.43$ 27.18$ 52.86$ 1,226.96
2039$ 747.26$ 400.67$ 24.51$ 53.92$ 1,226.35
2040$ 807.17$ 354.11$ 21.68$ 55.00$ 1,237.95
2041$ 857.06$ 303.81$ 18.63$ 56.10$ 1,235.59
2042$ 926.67$ 249.60$ 15.41$ 57.22$ 1,248.89
2043$ 988.76$ 190.96$ 11.93$ 58.36$ 1,250.00
2044$ 1,063.48$ 128.39$ 8.22$ 59.53$ 1,259.63
2045$ 967.84$ 61.09$ 4.25$ 60.72$ 1,093.89
Total$ 13,369.58$ 12,397.67$ 766.79$ 1,132.92$ 27,666.95
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –
COMMERCIAL –OFFICE (PER 1,000 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – COMMERCIAL – OFFICE (PER 1,000 SF)
PRINCIPAL ASSESSMENT: $12,154.16
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – COMMERCIAL – OFFICE
(PER 1,000 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 230.33$ 755.80$ 47.24$ 35.71$ 1,069.08
2024$ 242.61$ 739.64$ 46.30$ 36.42$ 1,064.97
2025$ 255.59$ 726.05$ 45.31$ 37.15$ 1,064.10
2026$ 278.17$ 711.75$ 44.27$ 37.89$ 1,072.07
2027$ 293.91$ 694.75$ 43.13$ 38.65$ 1,070.44
2028$ 319.95$ 676.79$ 41.94$ 39.42$ 1,078.11
2029$ 336.89$ 657.23$ 40.65$ 40.21$ 1,074.98
2030$ 360.26$ 636.63$ 39.32$ 41.01$ 1,077.22
2031$ 389.08$ 614.59$ 37.88$ 41.83$ 1,083.38
2032$ 420.67$ 590.77$ 36.34$ 42.67$ 1,090.45
2033$ 448.69$ 565.00$ 34.71$ 43.52$ 1,091.93
2034$ 487.01$ 537.51$ 32.98$ 44.40$ 1,101.90
2035$ 515.83$ 507.66$ 31.10$ 45.28$ 1,099.87
2036$ 558.41$ 476.04$ 29.12$ 46.19$ 1,109.75
2037$ 597.92$ 441.27$ 26.99$ 47.11$ 1,113.29
2038$ 638.63$ 404.03$ 24.71$ 48.05$ 1,115.42
2039$ 679.33$ 364.24$ 22.28$ 49.02$ 1,114.87
2040$ 733.79$ 321.91$ 19.71$ 50.00$ 1,125.41
2041$ 779.14$ 276.19$ 16.93$ 51.00$ 1,123.26
2042$ 842.42$ 226.90$ 14.01$ 52.02$ 1,135.36
2043$ 898.87$ 173.60$ 10.84$ 53.06$ 1,136.37
2044$ 966.80$ 116.72$ 7.48$ 54.12$ 1,145.11
2045$ 879.85$ 55.53$ 3.86$ 55.20$ 994.45
Total$ 12,154.16$ 11,270.61$ 697.08$ 1,029.92$ 25,151.78
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –
COMMERCIAL –HOSPITALITY (PER 1,000 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and saleof the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – COMMERCIAL – HOSPITALITY (PER 1,000 SF)
PRINCIPAL ASSESSMENT: $12,761.87
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – COMMERCIAL –
HOSPITALITY(PER 1,000 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 241.85$ 793.59$ 49.60$ 37.49$ 1,122.53
2024$ 254.75$ 776.62$ 48.61$ 38.24$ 1,118.22
2025$ 268.37$ 762.36$ 47.57$ 39.01$ 1,117.30
2026$ 292.07$ 747.34$ 46.48$ 39.79$ 1,125.68
2027$ 308.61$ 729.49$ 45.28$ 40.58$ 1,123.96
2028$ 335.95$ 710.63$ 44.04$ 41.39$ 1,132.01
2029$ 353.73$ 690.09$ 42.68$ 42.22$ 1,128.73
2030$ 378.27$ 668.46$ 41.28$ 43.07$ 1,131.08
2031$ 408.53$ 645.32$ 39.77$ 43.93$ 1,137.55
2032$ 441.70$ 620.31$ 38.16$ 44.80$ 1,144.98
2033$ 471.12$ 593.25$ 36.45$ 45.70$ 1,146.53
2034$ 511.36$ 564.39$ 34.63$ 46.62$ 1,156.99
2035$ 541.62$ 533.04$ 32.65$ 47.55$ 1,154.86
2036$ 586.33$ 499.84$ 30.57$ 48.50$ 1,165.24
2037$ 627.82$ 463.33$ 28.34$ 49.47$ 1,168.95
2038$ 670.56$ 424.23$ 25.94$ 50.46$ 1,171.19
2039$ 713.29$ 382.46$ 23.40$ 51.47$ 1,170.61
2040$ 770.48$ 338.01$ 20.69$ 52.50$ 1,181.68
2041$ 818.10$ 290.00$ 17.78$ 53.55$ 1,179.43
2042$ 884.55$ 238.25$ 14.71$ 54.62$ 1,192.13
2043$ 943.81$ 182.28$ 11.39$ 55.71$ 1,193.19
2044$ 1,015.14$ 122.55$ 7.85$ 56.82$ 1,202.37
2045$ 923.84$ 58.31$ 4.06$ 57.96$ 1,044.17
Total$ 12,761.87$ 11,834.14$ 731.93$ 1,081.42$ 26,409.36
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –
COMMERCIAL –INSTITUTIONAL (PER 1,000 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – COMMERCIAL – INSTITUTIONAL(PER 1,000 SF)
PRINCIPAL ASSESSMENT: $11,546.45
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Councilin the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – COMMERCIAL –
INSTITUTIONAL(PER 1,000 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 218.82$ 718.01$ 44.88$ 33.92$ 1,015.62
2024$ 230.48$ 702.65$ 43.98$ 34.60$ 1,011.72
2025$ 242.81$ 689.75$ 43.04$ 35.29$ 1,010.89
2026$ 264.26$ 676.16$ 42.05$ 36.00$ 1,018.47
2027$ 279.22$ 660.01$ 40.97$ 36.72$ 1,016.92
2028$ 303.96$ 642.95$ 39.84$ 37.45$ 1,024.20
2029$ 320.04$ 624.37$ 38.62$ 38.20$ 1,021.23
2030$ 342.25$ 604.80$ 37.35$ 38.96$ 1,023.36
2031$ 369.62$ 583.86$ 35.99$ 39.74$ 1,029.21
2032$ 399.63$ 561.23$ 34.53$ 40.54$ 1,035.93
2033$ 426.26$ 536.75$ 32.97$ 41.35$ 1,037.33
2034$ 462.66$ 510.63$ 31.33$ 42.18$ 1,046.80
2035$ 490.04$ 482.28$ 29.54$ 43.02$ 1,044.88
2036$ 530.49$ 452.23$ 27.66$ 43.88$ 1,054.26
2037$ 568.03$ 419.20$ 25.64$ 44.76$ 1,057.63
2038$ 606.69$ 383.83$ 23.47$ 45.65$ 1,059.65
2039$ 645.36$ 346.03$ 21.17$ 46.57$ 1,059.12
2040$ 697.10$ 305.82$ 18.72$ 47.50$ 1,069.14
2041$ 740.19$ 262.38$ 16.09$ 48.45$ 1,067.10
2042$ 800.30$ 215.56$ 13.31$ 49.42$ 1,078.59
2043$ 853.93$ 164.92$ 10.30$ 50.40$ 1,079.55
2044$ 918.46$ 110.88$ 7.10$ 51.41$ 1,087.86
2045$ 835.86$ 52.76$ 3.67$ 52.44$ 944.72
Total$ 11,546.45$ 10,707.08$ 662.23$ 978.43$ 23,894.19
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –CONDO
(MORE THAN 3,600 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that islocated in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaserof the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase andsale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – CONDO (MORE THAN 3,600 SF)
PRINCIPAL ASSESSMENT: $60,770.81
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – CONDO (MORE THAN
3,600 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 1,151.67$ 3,779.00$ 236.19$ 178.53$ 5,345.39
2024$ 1,213.07$ 3,698.18$ 231.48$ 182.10$ 5,324.84
2025$ 1,277.93$ 3,630.27$ 226.53$ 185.74$ 5,320.48
2026$ 1,390.83$ 3,558.74$ 221.33$ 189.45$ 5,360.36
2027$ 1,469.55$ 3,473.76$ 215.64$ 193.24$ 5,352.19
2028$ 1,599.77$ 3,383.95$ 209.70$ 197.11$ 5,390.53
2029$ 1,684.44$ 3,286.16$ 203.26$ 201.05$ 5,374.91
2030$ 1,801.30$ 3,183.16$ 196.58$ 205.07$ 5,386.10
2031$ 1,945.38$ 3,072.95$ 189.40$ 209.17$ 5,416.90
2032$ 2,103.33$ 2,953.87$ 181.72$ 213.36$ 5,452.27
2033$ 2,243.45$ 2,825.02$ 173.55$ 217.62$ 5,459.65
2034$ 2,435.07$ 2,687.55$ 164.89$ 221.98$ 5,509.48
2035$ 2,579.16$ 2,538.30$ 155.48$ 226.42$ 5,499.35
2036$ 2,792.06$ 2,380.18$ 145.58$ 230.94$ 5,548.76
2037$ 2,989.62$ 2,206.34$ 134.93$ 235.56$ 5,566.45
2038$ 3,193.13$ 2,020.14$ 123.54$ 240.27$ 5,577.09
2039$ 3,396.63$ 1,821.22$ 111.41$ 245.08$ 5,574.34
2040$ 3,668.95$ 1,609.57$ 98.54$ 249.98$ 5,627.04
2041$ 3,895.72$ 1,380.94$ 84.67$ 254.98$ 5,616.32
2042$ 4,212.12$ 1,134.52$ 70.06$ 260.08$ 5,676.79
2043$ 4,494.35$ 867.99$ 54.22$ 265.28$ 5,681.84
2044$ 4,834.01$ 583.59$ 37.38$ 270.59$ 5,725.57
2045$ 4,399.26$ 277.66$ 19.31$ 276.00$ 4,972.23
Total$ 60,770.81$ 56,353.05$ 3,485.40$ 5,149.62$ 125,758.88
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –CONDO
(2,500 SF TO 3,600 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six monthsis considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – CONDO (2,500 SF TO 3,600 SF)
PRINCIPAL ASSESSMENT: $37,677.90
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – CONDO (2,500 SF TO 3,600
SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 714.04$ 2,342.98$ 146.44$ 110.69$ 3,314.14
2024$ 752.11$ 2,292.87$ 143.52$ 112.90$ 3,301.40
2025$ 792.32$ 2,250.77$ 140.45$ 115.16$ 3,298.70
2026$ 862.31$ 2,206.42$ 137.23$ 117.46$ 3,323.42
2027$ 911.12$ 2,153.73$ 133.70$ 119.81$ 3,318.36
2028$ 991.86$ 2,098.05$ 130.01$ 122.21$ 3,342.13
2029$ 1,044.35$ 2,037.42$ 126.02$ 124.65$ 3,332.44
2030$ 1,116.80$ 1,973.56$ 121.88$ 127.14$ 3,339.38
2031$ 1,206.14$ 1,905.23$ 117.43$ 129.69$ 3,358.48
2032$ 1,304.06$ 1,831.40$ 112.67$ 132.28$ 3,380.41
2033$ 1,390.94$ 1,751.51$ 107.60$ 134.93$ 3,384.98
2034$ 1,509.74$ 1,666.28$ 102.23$ 137.63$ 3,415.88
2035$ 1,599.08$ 1,573.75$ 96.40$ 140.38$ 3,409.60
2036$ 1,731.08$ 1,475.71$ 90.26$ 143.19$ 3,440.23
2037$ 1,853.57$ 1,367.93$ 83.66$ 146.05$ 3,451.20
2038$ 1,979.74$ 1,252.49$ 76.60$ 148.97$ 3,457.79
2039$ 2,105.91$ 1,129.16$ 69.07$ 151.95$ 3,456.09
2040$ 2,274.75$ 997.93$ 61.09$ 154.99$ 3,488.77
2041$ 2,415.35$ 856.18$ 52.50$ 158.09$ 3,482.12
2042$ 2,611.52$ 703.41$ 43.44$ 161.25$ 3,519.61
2043$ 2,786.50$ 538.15$ 33.62$ 164.48$ 3,522.74
2044$ 2,997.09$ 361.82$ 23.18$ 167.76$ 3,549.86
2045$ 2,727.54$ 172.15$ 11.97$ 171.12$ 3,082.78
Total$ 37,677.90$ 34,938.89$ 2,160.95$ 3,192.77$ 77,970.50
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #1 –CONDO
(UNDER 2,500 SF)–BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciaryin the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase andsale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #1 – CONDO (UNDER 2,500 SF)
PRINCIPAL ASSESSMENT: $36,462.49
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #1 – CONDO (UNDER 2,500 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 691.00$ 2,267.40$ 141.71$ 107.12$ 3,207.23
2024$ 727.84$ 2,218.91$ 138.89$ 109.26$ 3,194.90
2025$ 766.76$ 2,178.16$ 135.92$ 111.44$ 3,192.29
2026$ 834.50$ 2,135.25$ 132.80$ 113.67$ 3,216.22
2027$ 881.73$ 2,084.25$ 129.38$ 115.95$ 3,211.32
2028$ 959.86$ 2,030.37$ 125.82$ 118.27$ 3,234.32
2029$ 1,010.66$ 1,971.69$ 121.96$ 120.63$ 3,224.94
2030$ 1,080.78$ 1,909.90$ 117.95$ 123.04$ 3,231.66
2031$ 1,167.23$ 1,843.77$ 113.64$ 125.50$ 3,250.14
2032$ 1,262.00$ 1,772.32$ 109.03$ 128.01$ 3,271.36
2033$ 1,346.07$ 1,695.01$ 104.13$ 130.57$ 3,275.79
2034$ 1,461.04$ 1,612.53$ 98.93$ 133.19$ 3,305.69
2035$ 1,547.49$ 1,522.98$ 93.29$ 135.85$ 3,299.61
2036$ 1,675.24$ 1,428.11$ 87.35$ 138.57$ 3,329.26
2037$ 1,793.77$ 1,323.80$ 80.96$ 141.34$ 3,339.87
2038$ 1,915.88$ 1,212.09$ 74.12$ 144.16$ 3,346.25
2039$ 2,037.98$ 1,092.73$ 66.85$ 147.05$ 3,344.60
2040$ 2,201.37$ 965.74$ 59.12$ 149.99$ 3,376.22
2041$ 2,337.43$ 828.57$ 50.80$ 152.99$ 3,369.79
2042$ 2,527.27$ 680.71$ 42.04$ 156.05$ 3,406.07
2043$ 2,696.61$ 520.79$ 32.53$ 159.17$ 3,409.10
2044$ 2,900.41$ 350.15$ 22.43$ 162.35$ 3,435.34
2045$ 2,639.55$ 166.60$ 11.59$ 165.60$ 2,983.34
Total$ 36,462.49$ 33,811.83$ 2,091.24$ 3,089.77$ 75,455.33
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #2 –VILLA –
WEST RESIDENTIAL (MORE THAN 3,600 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
Aperson who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), orChapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 – VILLA – WEST RESIDENTIAL (MORE THAN 3,600 SF)
PRINCIPAL ASSESSMENT: $53,220.75
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2 – VILLA – WEST RESIDENTIAL
(MORE THAN 3,600 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 986.84$ 3,318.21$ 233.49$ 149.01$ 4,687.55
2024$ 1,047.54$ 3,263.41$ 228.84$ 151.99$ 4,691.78
2025$ 1,096.49$ 3,205.16$ 223.95$ 155.03$ 4,680.62
2026$ 1,208.09$ 3,144.21$ 218.81$ 158.13$ 4,729.24
2027$ 1,270.75$ 3,069.97$ 213.18$ 161.29$ 4,715.19
2028$ 1,384.32$ 2,991.84$ 207.30$ 164.52$ 4,747.98
2029$ 1,452.85$ 2,906.71$ 200.94$ 167.81$ 4,728.30
2030$ 1,568.37$ 2,817.32$ 194.33$ 171.16$ 4,751.19
2031$ 1,695.64$ 2,720.81$ 187.23$ 174.59$ 4,778.27
2032$ 1,836.62$ 2,616.40$ 179.65$ 178.08$ 4,810.75
2033$ 1,959.97$ 2,503.24$ 171.57$ 181.64$ 4,816.42
2034$ 2,134.23$ 2,382.44$ 163.00$ 185.27$ 4,864.95
2035$ 2,261.50$ 2,250.88$ 153.70$ 188.98$ 4,855.07
2036$ 2,441.64$ 2,111.44$ 143.91$ 192.76$ 4,889.75
2037$ 2,621.78$ 1,958.23$ 133.39$ 196.61$ 4,910.01
2038$ 2,807.79$ 1,793.70$ 122.13$ 200.55$ 4,924.17
2039$ 2,993.80$ 1,617.48$ 110.14$ 204.56$ 4,925.97
2040$ 3,232.68$ 1,429.56$ 97.41$ 208.65$ 4,968.29
2041$ 3,426.52$ 1,226.63$ 83.71$ 212.82$ 4,949.68
2042$ 3,724.14$ 1,007.89$ 69.26$ 217.08$ 5,018.37
2043$ 3,972.81$ 770.15$ 53.60$ 221.42$ 5,017.98
2044$ 4,278.26$ 516.53$ 36.96$ 225.85$ 5,057.60
2045$ 3,818.13$ 243.41$ 19.09$ 230.36$ 4,310.99
Total$ 53,220.75$ 49,865.59$ 3,445.61$ 4,298.14$ 110,830.10
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #2 –VILLA –
WEST RESIDENTIAL (2,500 SFTO 3,600 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise conveyreal property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall firstgive to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deedin lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 – VILLA – WEST RESIDENTIAL (2,500 SF TO 3,600 SF)
PRINCIPAL ASSESSMENT: $36,440.16
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Council in the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2 – VILLA – WEST RESIDENTIAL
(2,500 SF TO 3,600 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 675.69$ 2,271.97$ 159.87$ 102.03$ 3,209.56
2024$ 717.25$ 2,234.45$ 156.69$ 104.07$ 3,212.45
2025$ 750.76$ 2,194.57$ 153.34$ 106.15$ 3,204.81
2026$ 827.18$ 2,152.84$ 149.82$ 108.27$ 3,238.10
2027$ 870.08$ 2,102.00$ 145.96$ 110.44$ 3,228.48
2028$ 947.84$ 2,048.51$ 141.94$ 112.64$ 3,250.93
2029$ 994.76$ 1,990.22$ 137.58$ 114.90$ 3,237.46
2030$ 1,073.86$ 1,929.02$ 133.06$ 117.20$ 3,253.13
2031$ 1,161.00$ 1,862.93$ 128.20$ 119.54$ 3,271.67
2032$ 1,257.53$ 1,791.45$ 123.00$ 121.93$ 3,293.91
2033$ 1,341.99$ 1,713.96$ 117.47$ 124.37$ 3,297.79
2034$ 1,461.31$ 1,631.25$ 111.61$ 126.86$ 3,331.02
2035$ 1,548.45$ 1,541.17$ 105.24$ 129.39$ 3,324.26
2036$ 1,671.79$ 1,445.70$ 98.54$ 131.98$ 3,348.00
2037$ 1,795.13$ 1,340.79$ 91.33$ 134.62$ 3,361.88
2038$ 1,922.49$ 1,228.14$ 83.62$ 137.31$ 3,371.57
2039$ 2,049.85$ 1,107.48$ 75.41$ 140.06$ 3,372.81
2040$ 2,213.41$ 978.81$ 66.70$ 142.86$ 3,401.78
2041$ 2,346.13$ 839.87$ 57.31$ 145.72$ 3,389.04
2042$ 2,549.91$ 690.10$ 47.43$ 148.63$ 3,436.07
2043$ 2,720.18$ 527.32$ 36.70$ 151.61$ 3,435.80
2044$ 2,929.32$ 353.67$ 25.30$ 154.64$ 3,462.93
2045$ 2,614.26$ 166.66$ 13.07$ 157.73$ 2,951.72
Total$ 36,440.16$ 34,142.89$ 2,359.21$ 2,942.93$ 75,885.19
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #2 –VILLA –
WEST RESIDENTIAL (UNDER 2,500SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #2 – VILLA – WEST RESIDENTIAL (UNDER 2,500 SF)
PRINCIPAL ASSESSMENT: $27,654.67
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Councilin the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #2 – VILLA – WEST RESIDENTIAL
(UNDER 2,500 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 512.78$ 1,724.22$ 121.33$ 77.43$ 2,435.75
2024$ 544.32$ 1,695.74$ 118.91$ 78.98$ 2,437.95
2025$ 569.76$ 1,665.47$ 116.37$ 80.56$ 2,432.15
2026$ 627.75$ 1,633.80$ 113.70$ 82.17$ 2,457.42
2027$ 660.31$ 1,595.22$ 110.77$ 83.81$ 2,450.11
2028$ 719.32$ 1,554.62$ 107.72$ 85.49$ 2,467.15
2029$ 754.93$ 1,510.39$ 104.41$ 87.20$ 2,456.93
2030$ 814.96$ 1,463.94$ 100.98$ 88.94$ 2,468.82
2031$ 881.09$ 1,413.79$ 97.29$ 90.72$ 2,482.89
2032$ 954.35$ 1,359.54$ 93.35$ 92.53$ 2,499.77
2033$ 1,018.44$ 1,300.74$ 89.15$ 94.38$ 2,502.72
2034$ 1,108.99$ 1,237.97$ 84.70$ 96.27$ 2,527.93
2035$ 1,175.13$ 1,169.61$ 79.87$ 98.20$ 2,522.80
2036$ 1,268.73$ 1,097.15$ 74.78$ 100.16$ 2,540.82
2037$ 1,362.33$ 1,017.54$ 69.31$ 102.16$ 2,551.35
2038$ 1,458.99$ 932.05$ 63.46$ 104.21$ 2,558.70
2039$ 1,555.64$ 840.48$ 57.23$ 106.29$ 2,559.64
2040$ 1,679.77$ 742.83$ 50.62$ 108.42$ 2,581.63
2041$ 1,780.50$ 637.38$ 43.49$ 110.59$ 2,571.96
2042$ 1,935.14$ 523.72$ 35.99$ 112.80$ 2,607.66
2043$ 2,064.36$ 400.19$ 27.85$ 115.05$ 2,607.45
2044$ 2,223.08$ 268.40$ 19.20$ 117.36$ 2,628.04
2045$ 1,983.98$ 126.48$ 9.92$ 119.70$ 2,240.08
Total$ 27,654.67$ 25,911.25$ 1,790.42$ 2,233.41$ 57,589.74
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #3 –VILLA –
EAST RESIDENTIAL (MORE THAN 3,600 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deedin lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #3 – VILLA – EAST RESIDENTIAL (MORE THAN 3,600 SF)
PRINCIPAL ASSESSMENT: $79,212.52
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Councilin the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #3 – VILLA – EASTRESIDENTIAL
(MORE THAN 3,600 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 1,468.79$ 4,938.75$ 347.53$ 210.22$ 6,965.28
2024$ 1,559.13$ 4,857.18$ 340.60$ 214.42$ 6,971.33
2025$ 1,631.99$ 4,770.48$ 333.32$ 218.71$ 6,954.49
2026$ 1,798.10$ 4,679.77$ 325.67$ 223.08$ 7,026.62
2027$ 1,891.36$ 4,569.26$ 317.29$ 227.54$ 7,005.45
2028$ 2,060.38$ 4,452.98$ 308.55$ 232.10$ 7,054.01
2029$ 2,162.38$ 4,326.28$ 299.08$ 236.74$ 7,024.47
2030$ 2,334.32$ 4,193.24$ 289.24$ 241.47$ 7,058.27
2031$ 2,523.75$ 4,049.58$ 278.68$ 246.30$ 7,098.31
2032$ 2,733.58$ 3,894.20$ 267.38$ 251.23$ 7,146.38
2033$ 2,917.17$ 3,725.76$ 255.36$ 256.25$ 7,154.55
2034$ 3,176.54$ 3,545.96$ 242.61$ 261.38$ 7,226.50
2035$ 3,365.97$ 3,350.15$ 228.77$ 266.60$ 7,211.50
2036$ 3,634.08$ 3,142.61$ 214.20$ 271.94$ 7,262.83
2037$ 3,902.20$ 2,914.58$ 198.53$ 277.38$ 7,292.68
2038$ 4,179.05$ 2,669.70$ 181.78$ 282.92$ 7,313.45
2039$ 4,455.90$ 2,407.41$ 163.93$ 288.58$ 7,315.83
2040$ 4,811.44$ 2,127.72$ 144.98$ 294.35$ 7,378.50
2041$ 5,099.96$ 1,825.69$ 124.58$ 300.24$ 7,350.47
2042$ 5,542.92$ 1,500.12$ 103.09$ 306.24$ 7,452.38
2043$ 5,913.04$ 1,146.28$ 79.78$ 312.37$ 7,451.46
2044$ 6,367.66$ 768.79$ 55.01$ 318.62$ 7,510.08
2045$ 5,682.81$ 362.28$ 28.41$ 324.99$ 6,398.49
Total$ 79,212.52$ 74,218.78$ 5,128.37$ 6,063.67$ 164,623.34
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #3 –VILLA –
EAST RESIDENTIAL (2,500 SF TO 3,600 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deed in lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #3 – VILLA – EAST RESIDENTIAL (2,500 SF TO 3,600 SF)
PRINCIPAL ASSESSMENT: $53,864.51
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount ofthe assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Councilin the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the addressdescribed above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #3 – VILLA – EASTRESIDENTIAL
(2,500 SF TO 3,600 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 998.78$ 3,358.35$ 236.32$ 142.95$ 4,736.39
2024$ 1,060.21$ 3,302.88$ 231.61$ 145.81$ 4,740.51
2025$ 1,109.75$ 3,243.93$ 226.66$ 148.72$ 4,729.05
2026$ 1,222.71$ 3,182.24$ 221.45$ 151.70$ 4,778.10
2027$ 1,286.12$ 3,107.10$ 215.76$ 154.73$ 4,763.71
2028$ 1,401.06$ 3,028.03$ 209.81$ 157.82$ 4,796.73
2029$ 1,470.42$ 2,941.87$ 203.37$ 160.98$ 4,776.64
2030$ 1,587.34$ 2,851.40$ 196.68$ 164.20$ 4,799.63
2031$ 1,716.15$ 2,753.72$ 189.50$ 167.49$ 4,826.85
2032$ 1,858.83$ 2,648.05$ 181.82$ 170.83$ 4,859.54
2033$ 1,983.68$ 2,533.52$ 173.65$ 174.25$ 4,865.09
2034$ 2,160.05$ 2,411.25$ 164.98$ 177.74$ 4,914.02
2035$ 2,288.86$ 2,278.11$ 155.56$ 181.29$ 4,903.82
2036$ 2,471.18$ 2,136.98$ 145.65$ 184.92$ 4,938.72
2037$ 2,653.49$ 1,981.91$ 135.00$ 188.62$ 4,959.02
2038$ 2,841.75$ 1,815.40$ 123.61$ 192.39$ 4,973.15
2039$ 3,030.02$ 1,637.04$ 111.47$ 196.24$ 4,974.76
2040$ 3,271.78$ 1,446.85$ 98.59$ 200.16$ 5,017.38
2041$ 3,467.97$ 1,241.47$ 84.72$ 204.16$ 4,998.32
2042$ 3,769.19$ 1,020.08$ 70.10$ 208.25$ 5,067.62
2043$ 4,020.86$ 779.47$ 54.25$ 212.41$ 5,066.99
2044$ 4,330.01$ 522.78$ 37.40$ 216.66$ 5,106.85
2045$ 3,864.31$ 246.35$ 19.32$ 220.99$ 4,350.97
Total$ 53,864.51$ 50,468.77$ 3,487.29$ 4,123.30$ 111,943.87
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
SOLANAPUBLIC IMPROVEMENT DISTRICT–IMPROVEMENT AREA #3 –VILLA –
EAST RESIDENTIAL (UNDER 2,500 SF) –BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.005), or Chapter 382,
Local Government Code, shall first give to the purchaser of the property this written notice,
signed by the seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1)under a court order or foreclosure sale;
2)by a trustee in bankruptcy;
3)to a mortgagee by a mortgagor or successor in interest or to a beneficiary
of a deed of trust by a trustor or successor in interest;
4)by a mortgagee or a beneficiary under a deed of trust who has acquired the land
at a sale conducted under a power of sale under a deed of trust or a sale under a
court-ordered foreclosure or has acquired the land by a deedin lieu of
foreclosure;
5)by a fiduciary in the course of the administration of a decedent's
estate, guardianship, conservatorship, or trust;
6)from one co-owner to another co-owner of an undivided interest in the
real property;
7)to a spouse or a person in the lineal line of consanguinity of the seller;
8)to or from a governmental entity; or
9)of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be
filed in the real property records of the county in which the property is located at the closing of
the purchase and sale of the property.
1
AFTER RECORDING RETURN TO:
____________________
____________________
____________________
____________________
____________________
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
THE TOWN OF WESTLAKE, TEXAS
CONCERNING THE FOLLOWING PROPERTY
__________________________________________
STREET ADDRESS
IMPROVEMENT AREA #3 – VILLA – EASTRESIDENTIAL (UNDER 2,500 SF)
PRINCIPAL ASSESSMENT: $43,566.89
As the purchaser of the real property described above, you are obligated to pay
assessments to the Town of Westlake, Texas, for the costs of a portion of a public improvement
or services project (the "Authorized Improvements") undertaken for the benefit of the property
within the Solana Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF
THE ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN
ANNUAL INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING
ON THE AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE
COSTS, AND DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the Town of Westlake. The
exact amount of each annual installment will be approved each year by the Town of Westlake
Town Councilin the annual service plan update for the District. More information about the
assessments, including the amounts and due dates, may be obtained from the Town of Westlake.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
_________________
1
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County when
updating for the Current Information of Obligation to Pay Improvement District Assessment.
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above.
DATE:DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser
before the effective date of a binding contract for the purchase of the real property at the address
described above.
DATE: DATE:
2
SIGNATURE OF SELLER SIGNATURE OF SELLER\]
______________
2
To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller
in accordance with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
\[The undersigned purchaser acknowledges receipt of this notice before the effective date
of a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current
information required by Section 5.0143, Texas Property Code, as amended.
DATE: DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
§
COUNTY OF _______ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
3
Notary Public, State of Texas\]
______________
3
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
\[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE: DATE:
SIGNATURE OF SELLER SIGNATURE OF SELLER
STATE OF TEXAS §
§
COUNTY OF ________ §
The foregoing instrument was acknowledged before me by ____________________and
_________________ , known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this _________________ , 20__.
4
Notary Public, State of Texas\]
______________
4
To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed
at the closing of the purchase and sale and to be recorded in the deed records of Tarrant County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS – IMPROVEMENT AREA #3 – VILLA – EASTRESIDENTIAL
(UNDER 2,500 SF)
Delinquency and Administrative
Due 1/31 Principal InterestPrepayment ReserveExpensesAnnual Installment
2023$ 807.83$ 2,716.31$ 191.14$ 115.62$ 3,830.90
2024$ 857.52$ 2,671.45$ 187.33$ 117.93$ 3,834.23
2025$ 897.59$ 2,623.76$ 183.33$ 120.29$ 3,824.97
2026$ 988.95$ 2,573.87$ 179.12$ 122.70$ 3,864.64
2027$ 1,040.25$ 2,513.10$ 174.51$ 125.15$ 3,853.00
2028$ 1,133.21$ 2,449.14$ 169.70$ 127.65$ 3,879.70
2029$ 1,189.31$ 2,379.45$ 164.49$ 130.21$ 3,863.46
2030$ 1,283.88$ 2,306.28$ 159.08$ 132.81$ 3,882.05
2031$ 1,388.06$ 2,227.27$ 153.27$ 135.47$ 3,904.07
2032$ 1,503.47$ 2,141.81$ 147.06$ 138.18$ 3,930.51
2033$ 1,604.45$ 2,049.17$ 140.45$ 140.94$ 3,935.00
2034$ 1,747.10$ 1,950.28$ 133.44$ 143.76$ 3,974.57
2035$ 1,851.28$ 1,842.59$ 125.82$ 146.63$ 3,966.33
2036$ 1,998.75$ 1,728.44$ 117.81$ 149.57$ 3,994.56
2037$ 2,146.21$ 1,603.02$ 109.19$ 152.56$ 4,010.98
2038$ 2,298.48$ 1,468.34$ 99.98$ 155.61$ 4,022.40
2039$ 2,450.75$ 1,324.08$ 90.16$ 158.72$ 4,023.70
2040$ 2,646.29$ 1,170.24$ 79.74$ 161.89$ 4,058.18
2041$ 2,804.98$ 1,004.13$ 68.52$ 165.13$ 4,042.76
2042$ 3,048.61$ 825.07$ 56.70$ 168.43$ 4,098.81
2043$ 3,252.17$ 630.45$ 43.88$ 171.80$ 4,098.30
2044$ 3,502.21$ 422.84$ 30.25$ 175.24$ 4,130.54
2045$ 3,125.54$ 199.25$ 15.63$ 178.74$ 3,519.17
Total$ 43,566.89$ 40,820.33$ 2,820.60$ 3,335.02$ 90,542.84
Notes:
ThefiguresshownaboveareestimatesonlyandsubjecttochangeinAnnualServicePlanUpdates.Changesin
AdministrativeExpenses,reservefundrequirements,interestearnings,orotheravailableoffsetscouldincreaseor
decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
Westlake Town Council
T YPE OF A CTION
Regular Meeting -Action Item
7¤²³« ª¤ 4®¶ #®´¢¨« -¤¤³¨¦
Monday, August 29, 2022
T OPIC:Consider approval of an Ordinance amending and establishing a new
Water and Wastewater Rate and Fee Schedule, and repealing Ordinance
917.
S TAFF C ONTACT: Jarrod Greenwood, Acting Town Manager
Strategic Alignment
Outcome
Vision, Value, Mission Perspective Strategic Theme & Results
Objective
Exemplary Service & Governance -
We set the standard by delivering Increase Financial
Fiscal Responsibility Fiscal Stewardship
unparalleled municipal and Capacity / Reserves
educational services at the lowest cost.
Time Line - Start Date: August 29, 2022 Completion Date: August 29, 2022
Funding Amount: N/A Status - N/A Source - N/A
Contract: No Forms: N/A
E XECUTIVE S UMMARY (I NCLUDING A PPLICABLE O RGANIZATIONAL H ISTORY)
The Town’s rate consultant and staff recommend maintaining the current residential and
commercial water rates, while increasing residential and commercial wastewater rates as follows:
Proposed Water & Wastewater Proposed Water & Wastewater
Base Rate Increase Volume Rate Increase
Residential 5.0% 5.0%
Commercial 5.0% 5.0%
Page 1 of 2
The purpose of a rate study, within our community, is to determine whether the Utility Fund is
accomplishing full cost recovery for services while maintaining an appropriate fund reserve
balance in accordance with the Town’s adopted Financial Policy.
The new rate study was performed by our rate consultant, NewGen Strategies & Solutions, that
has a national presence and is used considerably across our region. NewGen Strategies &
Solutions, is a management and economic consulting firm specializing in serving the utility
industry. They provide financial, cost of service (COS), rate design, valuation, strategy, expert
witness, stakeholder, and sustainability consulting services to a variety of clients including
municipalities, counties, water supply corporations, irrigation districts, councils of government,
regional and state agencies and commissions, state and federal courts, and state and federal
oversight agencies. Their expertise includes litigation support in state and federal legal and
regulatory proceedings, utility business and financial planning, and sustainability strategy for
water, wastewater, solid waste, electric, and natural gas utilities.
The Town of Westlake’s 2022 Utility Rate Study provides a comprehensive review of historical
and projected water/sewer consumption and revenues, capital assets, depreciation, operation and
maintenance expenses, and debt. Key drivers of the proposed rates includes a projected increase
in the number of customers, current debt obligations, and wholesale water/sewer rate alignment.
RECOMMENDATION
Staff recommends approval.
A TTACHMENTS
Ordinance XXX with rate table.
Page 2 of 2
TOWN OF WESTLAKE
ORDINANCE NO. XXX
AN ORDINANCE OF THE TOWN OF WESTLAKE AMENDING AND ESTABLISHING
A NEW WATER AND WASTEWATER RATE AND FEE SCHEDULE; REPEALING
ORDINANCE 917 IN ITS ENTIRETY; 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 Council of the Town of Westlake finds the provision of water and
wastewater services throughout the Town of Westlake, Texas, (the “Town”) is of vital importance
to the health, safety and welfare of the citizens of the Town; and
WHEREAS, the Town Council of the Town of Westlake finds the proposed Water and
Wastewater rate and fee schedule provides sufficient recovery of cost of services while
maintaining an appropriate fund reserve balance in accordance with the Town’s adopted Financial
Policy; and
WHEREAS, the Town Council repeals Ordinance 917 in its entirety to consolidate the
Water and Wastewater rate and fee schedule; and
WHEREAS, upon the recommendation of staff, 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
the proposed Water and Wastewater rates 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 Town Council does hereby approve the Water and Wastewater rate
and tap fee schedule as shown on Exhibit “A” hereto, which said exhibit is hereby incorporated in
its entirety as if fully set forth.
SECTION 3: That all provisions of this ordinance shall remain in full force and effect.
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.
Ordinance XXX
Page 1 of 4
SECTION 5: 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
five hundred dollars ($500.00) for each offense. Each day that a violation is permitted to exist
shall constitute a separate offense.
SECTION 6: 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 7: This ordinance shall take effect October 1, 2022.
TH
PASSED AND APPROVED ON THIS 29DAY OF AUGUST 2022.
_____________________________
ATTEST: Sean Kilbride, Mayor
_____________________________________ ______________________________
Amy Piukana, Town Secretary Jarrod Greenwood, Deputy Town Manager
APPROVED AS TO FORM:
____________________________
L. Stanton Lowry, Town Attorney
Ordinance XXX
Page 2 of 4
Exhibit “A”
Base Service
Charges
Residential Commercial
Meter
SizeWaterSewerWaterSewer
3/4" $52.92 $44.77 $57.33 $52.80
1"$88.38 $82.65 $95.74 $98.73
1 1/2"$176.22$151.53$190.91$181.38
2"$282.06 $239.92 $305.57 $288.14
3"$617.58$517.72$669.04$621.04
4"$1,111.32 $883.92 $1,203.93 $1,060.70
6"$1,822.43 $1,830.98 $4,247.93 $2,033.01
8"$2,649.31 $2651.76 $5,339.41 $2,929.57
Volume Charge Rate per
1,000 gallons
Residential Commercial
Volume
(gallons) Water Sewer Water Sewer
0 - 2,000 $4.32 $0.00 $4.76 $10.06
2,001 -
20,000 $4.32 $8.36 $4.76 $10.06
20,001 -
40,000 $5.66 $8.36 $6.23 $10.06
40,001 -
400,000$6.98 $8.36 $7.69 $10.06
over
400,000 $9.03 $8.36 $9.93$10.06
Ordinance XXX
Page 3 of 4
Deposits
Residential Commercial
Meter
Size Water Sewer Water Sewer
3/4" $90 $60 $75 $60
1" $150 $100 $100 $100
1 1/2" $300 $200 $250 $200
2" $480 $320 $500 $320
3" $1,050 $700 $1,000 $700
4" $1,800 $1,200 $2,500 $1,200
6" $3,750 $2,500 $3,500 $2,500
8" $5,400 $3,600 $5,000 $3,600
Tap Fees
Minimum Service
Water Connection Tap Fee**
Meter set on
Existing Street
Meter Size Service LineTap Fee Cut/Bore
3/4" $600 $3,500 $2,500
1"$650 $3,500 $2,500
1 1/2" $875 $3,500 $2,500
2" Disc$1,100 $3,500 $2,500
Minimum Service
Sewer ConnectionTap Fee**
Existing Street
Depth Service LineTap FeeCut/Bore
0 - 6 feet $375 $3,000 $3,000
6 - 12 feet $375 $3,000 $3,000
12 - 18 feet $375 $3,000 $3,000
** Service Tap fees for connection installed by Town will be
actual cost to Town plus 10%.
Does not include City of Fort Worth water or other impact
fees.
Ordinance XXX
Page 4 of 4