HomeMy WebLinkAboutResolution - 2021-R0439 - Establishment of Willow Bend Villas PID,
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CITY OF LUBBOCK
COUNTY OF LUBBOCK
STATE OF TEXAS
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CERTIFICATE TO COPY OF PUBLIC RECORD
I hereby certify, in the performance of the functions of my office, that the attached
instrument is a full, true and correct copy of Resolution No. 2021-R0439, as the same
appears of record in my office and that said document is an official record from the public
office of the City Secretary of the City of Lubbock, Lubbock County, State of Texas, and
is kept in said office. The total number of pages within the attached document is 24
pages.
I further certify that I am the Deputy City Secretary of the City of Lubbock, that I
have legal custody of said record, and that I am a lawful possessor and keeper and have
legal custody of the records in said office.
In witness whereof I have hereunto set my hand and affixed the official seal of
said office this 28�h day of October, 2021.
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Cour ney Paz
Deputy City Secretary
City of Lubbock
Lubbock County, State of Texas
Resolution No. 2021-R0439
Item No. 8.5
October 26, 2021
A RESOLUTION OF THE CITY OF LUBBOCK, TEXAS, APPROVING AND
AUTHORIZING THE CREATION OF THE WILLOW BEND VILLAS PUBLIC
IMPROVEMENT DISTRICT
WHEREAS, the City Council (the "Council") of the City of Lubbock (the "City") has
received a petition (the "Petition") with signatures from the record owners of taxable real
property representing more than fifty percent (50%) of the appraised value of an area within
the City as determined by the most recent certified appraisal roll of the Lubbock Central
Appraisal District, and owners of more than fifty percent (50%) of the area of all taxable
real property that is liable for assessment under the area covered by the Petition; and
WHEREAS, the Petition requests that the City establish a public improvement district
according to Chapter 372 of the Texas Local Government Code for the general purpose
of financing improvements and services related to:
(a) acquisition, construction, or drainage facilities or improvements, the design,
construction, and maintenance of parks and green spaces, together with any ancillary
structures, features or amenities such as playgrounds, splash pads, pool(s), receptacles
and any similar items located there in along with all necessary grading, drainage, and
similar infrastructure involved in the construction of such parks and greens; landscaping,
hardscaping and irrigation; and
(b) payment of costs associated with developing and financing the public improvements
listed in subdivision including costs of establishing, administering and operating the
District; and
WHEREAS, the Petition, a copy of which has been attached to and made a part of this
Resolution as "Exhibit I", was examined, verified, found to meet the requirements of
Section 372.005(b) of the Texas Local Government Code, and accepted by the City
Council; and
WHEREAS, the Petition covers property within an area generally bounded by 19th Street
to the North, Kelsey Avenue to the East, and railroad tracks to the south and west, with
such property being the development known as Willow Bend Villas, and a description and
depiction of the property covered by the Petition is attached to and made a part of this
Resolution as "Exhibit 2' ; and
WHEREAS, notice of the public hearing was published in the Lubbock Avalanche -
Journal, a daily paper of general circulation in the City, such publication date being before
the fifteenth (15th) day before the date of the public hearing, stating the time and place of
the public hearing, the general nature of the services, the estimated cost of the services, the
boundaries of the proposed public improvement district, the method of assessment, and the
apportionment of cost between the public improvement district and the City; and
WHEREAS, before the fifteenth (151h) day before the date of the public hearing, written
notice of the proposed public improvement district was mailed to the current addresses of
the record owners, as reflected on the most recent certified appraisal roll of the Lubbock
Central Appraisal District, of property subject to assessment under the proposed public
improvement district; and
WHEREAS, the public hearing was convened at the time and place mentioned in the
published notice, on the twenty-sixth (26`h) day of October, 2021, at five (5:00) p.m., at
Citizen's Tower, located at 1314 Avenue K, Lubbock, Texas; and
WHEREAS, in accordance with the published and mailed notices, the Council called the
public hearing and heard public comment from interested persons speaking in favor or
opposition to the proposed public improvement district and the Council heard a report by
City staff on the advisability of the proposed public improvement district and its benefits
to the City and to the property within the boundaries of the proposed public improvement
district; and
WHEREAS, the proponents of the proposed public improvement district offered evidence,
both oral and documentary, in favor of all of the foregoing matters relating to the creation
of the proposed public improvement district, and opponents of the public improvement
district were given the opportunity to appear to contest authorization of the proposed public
improvement district, after which the Council closed the hearing; and NOW
THEREFORE:
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
SECTION 1: THAT the facts and recitations contained in the preamble of this resolution
are hereby found and declared to be true and correct.
SECTION 2: THAT after conducting a public hearing, examining evidence, and hearing
testimony, the City Council finds and determines the following:
(a) That the public hearing on the advisability of authorizing the Willow Bend
Villas Public Improvement District has been properly called, held, and conducted
and that notice of such hearing has been published and mailed as required by law
and delivered to the current address of the owners of property subject to assessment
under the Willow Bend Villas Public Improvement District; and
(b) That authorization of the Willow Bend Villas Public Improvement District with
boundaries depicted and described in "Exhibit 2" is advisable and will result in
benefits to the City, its residents, and the property owners in the Willow Bend Villas
Public Improvement District for the general purpose of financing improvements
and services related to:
(a) acquisition, construction, or drainage facilities or improvements,
the design, construction, and maintenance of parks and green spaces,
together with any ancillary structures, features or amenities such as
playgrounds, splash pads, pool(s), receptacles and any similar items
located there in along with all necessary grading, drainage, and
similar infrastructure involved in the construction of such parks and
greens; landscaping, hardscaping and irrigation; and
(b) payment of costs associated with developing and financing the
public improvements listed in subdivision including costs of
establishing, administering and operating the District; and
(c) That the total estimated cost of services and improvements to be paid by the
assessment generated within the Willow Bend Villas Public Improvement District
through Fiscal Year 2025-26 is approximately one hundred thirty six thousand eight
hundred fifty two dollars ($136,852) (the "Costs"), with such Costs being described
in "Exhibit 3" attached to and made a part of this Resolution; and
(d) That the Costs will be paid by the proposed assessment rate of fifteen cents
($0.15) per one hundred dollars ($100) of valuation of property within the Willow
Bend Villas Public Improvement District through Fiscal Year 2025-26, with such
proposed assessment being described in "Exhibit 3"; and
(e) That as to the apportionment of the Costs between the Willow Bend Villas
Public Improvement District and the City, all the Costs will be paid by the Willow
Bend Villas Public Improvement District through assessments on the property
within the boundaries of the Willow Bend Villas Public Improvement District.
SECTION 3: THAT subject to Chapter 372 of the Texas Local Government Code, the
City Council hereby authorizes a public improvement district over the area depicted and
described in "Exhibit 2" and such public improvement district shall be identified as the
Willow Bend Villas Public Improvement District, City of Lubbock, Texas.
SECTION 4: THAT the City Council hereby creates the Willow Bend Villas Public
Improvement District Advisory Board for the Willow Bend Villas Public Improvement
District. The Willow Bend Villas Public Improvement District Advisory Board shall act as
an advisory board of the City of Lubbock, and shall initially be composed of five (5)
members, each of whom will represent a developer of the property within the Willow Bend
Villas Public Improvement District. The Willow Bend Villas Public Improvement District
Advisory Board shall follow any and all rules, regulations, policies, and procedures related
to City of Lubbock advisory boards and the Criteria and Guidelines for Public
Improvement Districts. The initial members of the Advisory Board for the Willow Bend
Villas Public Improvement District shall serve a two (2) year term. The City Council may
extend the term of the initial governing board beyond two (2) years. The initial Advisory
Board of the Willow Bend Villas Public Improvement District will provide
recommendations to the City Council on all matters related to the initial development of
the Willow Bend Villas Public Improvement District, including matters related to the Costs
and to the assessments on properties located within the Willow Bend Villas Public
Improvement District. Upon the end of the term of the initial Advisory Board members of
the Willow Bend Villas Public Improvement District, an election will be held for the
Willow Bend Villas property owners to vote on each of the five seats. Once an election
has taken place, the City Council will appoint the members of the Willow Bend Villas
Public Improvement District Advisory Board. The PID Board shall adopt and be governed
by a set of bylaws that, among other things, direct the PID Board as to its membership, its
purpose, and its procedure for conducting business related to the Willow Bend Villas
Public Improvement District.
SECTION 5: THAT if any section, paragraph, clause or provision of this Resolution shall
for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of
such section paragraph, clause or provision shall not affect any of the remaining provisions
of this Resolution.
Passed by the City Council this 26th
ATTEST:
Q j ov g,�.t
Rebec a Garza, City Secret
AS TO
day of October , 2021.
DANIEL M. POPE, MAYOR
Brianna Gerardi, Dir6qtor o f Business Development
APPROVED AS TO FORM:
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K lli Leisure, Assistant City Attorney
CITY OF LUBBOCK §
COUNTY OF LUBBOCK §
STATE OF TEXAS §
CERTIFICATION OF SUFFICIENT PETITION
I hereby certify, in the performance of the functions of my office, that the attached
petition, from property owners requesting the City of Lubbock establish a Public
Improvement District (PID) for the proposed Willow Bend Villas development, has been
verified and is sufficient. And, that Public Improvement Districts can only be initiated by
a petition of property owners who meet a value test and an area test, pursuant to Texas
Local Government Code, Sec. 372.005 (b). And, the statutory two test requirement was
met: (1) petition is signed by the owners of taxable real property representing more than
50% of the appraised value of the taxable real property liable for assessment by the current
roll of the appraisal district (September 14, 2021), in the area known as Willow Bend
Villas, as shown on the attached map; the petitioners own 100% of the area within the
proposed Willow Bend Villas PID; (2) petition must be signed by the record owners of
property that constitute more than 50% of the number of record owners or the record
owners of more than 50% of the area within the PID; the petitioners own 100% of the total
area within the proposed Northwest Passage PID area.
I further certify that I am the City Secretary of the City of Lubbock, that said
documents appear of record in my office, I have legal custody of said record, and that I
am a lawful possessor and keeper and have legal custody of the records in said office.
In witness whereof I have hereunto set my hand and affixed the official seal of
said office the 20th day of September, 2021.
(City Seal)
Rebec Garza
City Sec etary
City of Lubbock
Lubbock County, State of Texas
bbo'k
TEXAS
Date: September 16, 2021
To: Becky Garza, City Secretary
From: Brianna Gerardi, Business Development Director
CC: Blu Kostelich, Chief Financial Officer
Re: Willow Bend Villas Public Improvement District Petition
Recently, the City of Lubbock received petitions from Property Owners requesting the City
of Lubbock establish a Public Improvement District (PID) for the proposed Willow Bend
Villas development shown on the attached map. PID establishment can only be initiated by
a petition of property owners who meet two tests outlined in the state statute.
The first test is that the petition is sufficient if signed by the owners of taxable real property
representing more than 50 percent of the appraised value of the taxable real property liable
for assessment by the current roll of the appraisal district (September 14, 2021). Since the
petitioners own 100 percent of the taxable real property value within the boundary, the
petition passes the value test.
The second test is that the petition must be signed by the record owners of property that
constitute more than 50 percent of the number of record owners or the record owners of
more than 50 percent of the area within the PID. The petitioners own 100 percent of the total
area within the proposed Willow Bend Villas PID area so they pass the area test.
The notarized signature on the Willow Bend Villas petitions were validated by a visual
review and owners on the petitions were verified against the current tax roll received from
Lubbock Central Appraisal District by the Business Development Department and reviewed
by GIS and Data Services.
Willow Bend Was Projected Assessment ROB
LCAD Roll 9.14.2021
ID Ownermam OwnerAddrm SMaAddress Ayes T WMue I TeadAsmwdWWue
R30086 BETENBOUGH HOMES LLC 6305 82ND ST LUBBOCK, TX LUBBOCK 79407 BLK D6 SEC 6 AS 880 TR D12 & 63.1982 $202,107.00 $202,207.00
79424-3681 TR C D4 AC: 65.552 LESS ROW
N Willow Bend Villas Public Improvement District
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5/21/2021
BETEN BOUGH
HOW S
September 20, 2021
Cheryl Brock
City of Lubbock, Tx
162513'h Street
Lubbock, Tx 79457
RE: Willow Bend Villas, Public Improvement District
Dear Honorable Mayor and City Council;
Willow Bend Villas (19" and Mackey) is a residential development within the city limits of the City of
Lubbock bound on the North by 191" Street, adjacent to the East by Kelsey Ave, and adjacent to railroad
tracks to the South and West. We are proposing to create a Public Improvement District, "PID", to
maintain the public improvements for Willow Bend Villas (191" and Mackey).
In order to comply with the "Public Improvements District Policies and Guidelines", we are providing
Information as required in Section III. "Guidelines", b. "Petition Requirements". We are providing
Information regarding items 1, 5-16, as follow:
1. Betenbough has purchased/optioned almost 63.1982 acres. Betenbough plans to invest $250,000 in
Improvements for this park system before it would be deeded over to the City and the PID. We will be
here to help keep the PID healthy and thriving. We have a heavily vested interest in making this PID
healthy and self-sufficient.
S. If there is sufficient support to petition to dissolve the Public Improvement District certain
requirements in addition to sufficient support must be met in order to dissolve the PID. Those
requirements include arrangements to transfer ownership and maintenance of the City owned and PID
maintained property. These arrangements are to be made by the Advisory Board and with funds
available to the Advisory Board. Betenbough will have been responsible for some maintenance before
the park system would be deeded over. With having supported some maintenance, we feel we will have
an accurate representation of cost to propose for the service plan. So far, all of our proposed service
plans, does get reviewed by city staff, and approved by city council.
6. Map of the area is attached to this email and is to be added to the petition.
P
BETENBOUGH
HOMES
7. In regards to the procedure for the nomination of the PID Advisory Board, the process shall be
consistent with the bylaws for Public Improvement Districts for the City of Lubbock.
8. Addressed in Section 2 of the petition. We feel that the 2 pocket parks and improved basin area
creates a quality of life for the homeowners. Each park area will have a different playscape but will
match in color, tying the community together in the park landscaping. The basin will also have some
trees on the north side along 191 street protecting the view for the public looking into the community,
and for the community as a buffer for 191 street traffic.
9. Each parcel of City -owned land will be identified as a "Tract" at time of platting.
10. General description of proposed improvements in Section 2 of the petition.
11. The estimated total cost of the improvements is approximately $250,000 and will be paid and
constructed by the developer, Betenbough Homes does not desire any reimbursement. The estimated
cost of the maintenance is approximately $25,000 per year and is to be paid for by the PID as soon as
the funds are available. This is the estimated cost for the entirety of the "park system".
12. Budget is attached in the service plan.
13. Method of assessment will be based on the net taxable value of the affected properties and will be
assessed at $.15 per $100.00 valuation.
14. Documentation of liability insurance will be attached to this letter.
15. Addressed in Section 6 of the petition.
26. Addressed in Section 5 of the petition.
Our goal is to provide all of the information requested to continue with the creation of the PID. Please
let us know if you have any questions or require any additional information.
BETENBOUGH
HOMES.
Chris Berry
Development
Betenbough Homes
PETITION FOR THE CREATION OF A PUBLIC IMPROVEMENT DISTRICT TO FINANCE
IMPROVEMENTS TO Willow Bend Villas (10 and Mackey)
THE STATE OF TEXAS
CITY OF LUBBOCK
TO: THE HONORABLE MAYOR AND CITY COUNCIL OF THE CITY OF LUBBOCK:
The undersigned petitioners (the "Petitioners"), acting pursuant to the provisions of
Chapter 372, Texas Local Government Code, as amended (the "Act"), request that the City of
Lubbock create a public improvement district (the "District") in the territory described in
Exhibit A attached hereto (the "Land") within the City of Lubbock, Texas (the "City"), and in
support of this petition the Petitioners would present the following:
Section 1. Standing of Petitioners. In compliance with the requirements of Texas
Local Government Code, Section 372.005(b), as determined by the current roll of the Lubbock
Central Appraisal District, the Petitioners constitute: (i) the owners of taxable real property
representing more than 50% of the appraised value of real property liable for assessment under
the proposal described herein, and (ii) the record owners of taxable real property that constitutes
more than 50% of the area of all taxable real property that is liable for assessment under such
proposal.
Section 2. General nature of the ro osed piLblic im rovements. The general nature
of the proposed public improvements is: (i)acquisition, construction, or drainage facilities or
improvements, (ii) the design, construction and maintenance of parks and green spaces, together
with any ancillary structures, features or amenities such as playgrounds, splash pads, pool(s),
athletic facilities, pavilions, community facilities, irrigation, walkways, lighting, benches, trash
receptacles and any similar items located there in along with all necessary grading, drainage, and
similar infrastructure involved in the construction of such parks and greens; landscaping,
hardscaping and irrigation; and (ii) payment of costs associated with developing and financing
the public improvements listed in subdivision (i) including costs of establishing, administering
and operating the District.
Section 3. Estimated cost of the ro osed public improvements and annual
maintenance: $500,000 estimated for proposed public improvements as mentioned in section 2.
Annual maintenance costs - $75,000 for proposed improvements made by developer.
Section 4. Boundaries. The proposed boundaries of the District are described in
Exhibit A and Exhibit B.
Section 5. Method of assessment. An assessment methodology has been prepared
that will address (i) how the costs of the public improvements paid for with the assessments are
assessed against the property in the District, (ii) the assessments to be collected each year, and
(iii) reduction of the assessments for costs savings (pursuant to the annual review of the service
plan for the District). Additionally, a report will be prepared showing the special benefits
accruing to property in the District and how the costs of the public improvements are assessed to
LVB2W5WW
Dallas 1034W LDOC
property on the basis of the special benefits. The result will be that equal shares of the costs will
be imposed on property similarly benefited.
In assessing the maintenance of the public improvements, property will be classified
based on the net taxable value of the property.
The assessment methodology will result in each parcel paying its fair share of the costs of
maintaining the public improvements based on the special benefits received by the property from
the public improvements and property equally situated paying equal shares of the costs of the
public improvements.
The annual budget is subject to review by City of Lubbock staff and final approval by the
City Council. The annual assessments may be adjusted as a result of the City of Lubbock staff
review and City Council approval.
Section 6. Apportionment of Cost between the City and the District. The City will
not be obligated to provide any funds to finance the proposed public improvements or maintain
the public improvements. All of the costs of the proposed public improvements will be paid by
assessments of the property within the District and from other sources of funds, if any, available
to the developer of the Land.
Section 7. Manaaement of the District. The City will manage the District, or a
partnership between the municipality or county and the private sector, to the extent allowed by
law, the City may contract with either a non-profit, or a for -profit organization, including a
Public Facilities Corporation created by the City pursuant to Chapter 303, Texas Local
Government Code, to carry out all or a part of the responsibilities of managing the District,
including the day-to-day management and administration of the District.
Section 8. Advisory board. An advisory board may be established to develop and
recommend an improvement plan to the City Council of the City (the "City Council').
The signers of this petition request the establishment of the District and this petition will
be filed with the City Secretary in support of the creation of the District by the City Council as
herein provided.
LUB200/5MM
Dallas 1034400_I.DOC
[Signature on following page]
-2-
PETITIONERS:
Betenbough Homes LLC
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ChM Berry, Land 96nning Manager
THE STATE OF TEXAS § AdWhk KELLY D. OAKS
§ *"PuhQc, StyedT0n
UN IMM6
COUNTY OF LUBBOCK § My0cnrN &�dn E*Yes%VeM
On this, the �� day of 4Fp?Fr,,M0fk 2021, before me, the undersigned Notary
Public, personally appeared Kelly Oaks who acknowledged that he is Community
Development Manager of Betenbough Homes, LLC, and that he, in such capacity, being duly
authorized so to do, executed the foregoing petition for the purposes therein contained by signing
his name in such capacity.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
Notary Public Signature
Signature Page for Petition
EXHIBIT A
The Land
Description, "Tract A":
A 63.1982 acre tract of land located in the East Half (E/2) of Section 6, Block D-6, Brooks and
Burleson Survey, Abstract Number 880, Lubbock County, Texas, and being situated within and a
portion of that certain tract of land conveyed to HWY 179, LTD. described as "Tract 1" and all
of that certain tract of land described as "Tract 2" in a General Warranty Deed recorded in
Volume 10145, Page 346, and all of that certain 0.19 acre tract of land conveyed to HWY 179,
LTD. described in a General Warranty Deed recorded in Volume 10394, Page 34, Official
Public Records of Lubbock County, Texas, said 63.1982 acre tract, hereinafter referred to as
"Tract A", being further described by metes and bounds as follows:
BEGINNING at a 1/2" iron rod with a cap marked "AMD ENG" set in place of a 1/2" iron rod
with a cap marked "WSCI" found bent at the intersection of the east right-of-way line of the
West Texas and Lubbock Railroad, as described in Volume 6182, Page 346 of the Real Property
Records of Lubbock County, Texas, and the south right-of-way line of State Highway 114, also
known as 191h Street, as described in Volume 181, Page 214 and Volume 491, Page 47 of the
Deed Records of Lubbock County, Texas, at the northwest corner of said 0.19 acre tract for the
northwest corner of this said Tract "A" and having coordinates of Northing: 7,274,815.61 and
Easting: 897,482.48 of the Texas Coordinate System of 1983 (2011), Texas North Central Zone,
whence the northeast corner of said Section 6 bears N. 010 48' 46" E. a distance of 65.00 feet
and S. 88° 11' 14" E. a distance of 2465.72 feet, as calculated from calls in said railroad right-of-
way deed;
THENCE S. 880 11' 14" E., along said right-of-way line of State Highway 114, a distance of
911.41 feet to a 1/2" iron rod with a cap marked "HRA" found at the northwest corner of that
certain 2.0 acre tract of land described in a Warranty Deed recorded in Volume 4730, Page 67 of
the Real Property Records of Lubbock County, Texas, for the most northerly northeast corner of
this said "Tract A";
THENCE S. 010 51' 08" W. a distance of 370.84 feet to a 1/2" iron rod found at the southwest
corner of said 2.0 acre tract for an ell corner of this said "Tract A";
THENCE S. 880 11' 59" E. a distance of 234.91 feet to a 1/2" iron rod with a cap marked
"WSCI" found at the southeast corner of said 2.0 acre tract for the most easterly northeast corner
of this said "Tract A";
THENCE S. 010 51' 30" W., along the west line of an alley and the west plat limits of Energy
Circle, Lots I thru 40, an addition to Lubbock County, Texas, according to the map, plat and/or
dedication deed thereof recorded in Volume 1835, Page 129 of the Deed Records of Lubbock
County, Texas, at a distance of 1869.46 feet pass a 1/2" iron rod found at the end of said alley,
continuing at a distance of 2204.38 feet pass a 1/2" iron rod with a cap marked "HRA" found at
the southeast corner of said plat limits of Energy Circle, same being the northwest corner of that
certain 11.16 acre tract of land described in a Warranty Deed recorded in County Clerk's file
A-1
number 2010001381 of the Official Public Records of Lubbock County, Texas, continuing for a
total distance of 2359.76 feet to a 1/2" iron rod with a cap marked "HRA" found in the north
right-of-way line of the West Texas and Lubbock railroad, as described in Volume 99, Page 459
of the Deed Records of Lubbock County, Texas, at the southwest corner of said 11.16 acre tract
and the southeast corner of this said "Tract A', having coordinates of Northing: 7,272,050.90
and Easting: 898,539.46 of the Texas Coordinate System of 1983 (2011), Texas North Central
Zone;
THENCE N. 70' 19' W' W., along said railroad right-of-way line, a distance of 540.93 feet to a
1/2" iron rod with a cap marked "WSCI" found at a point of intersection at the southeast corner
of that certain 8.71 acre right-of-way parcel for the West Texas and Lubbock Railroad described
in Volume 6254, Page 30 of the Real Property Records of Lubbock County, Texas, for a corner
of this said `"Tract A";
THENCE N. 64' 25' 16" W. a distance of 103.01 to a 1/2" iron rod with a cap marked "WSCI"
found at a point of intersection in the northeasterly right-of-way line of said railroad for a corner
of this said "Tract A";
THENCE northwesterly, along a curve to the right and said railroad right-of-way line, an arc
distance of 1049.59 feet, said curve having a radius of 904.93 feet, a delta angle of 660 27' 17", a
chord distance of 991.73 feet and a chord bearing of N. 31° 13' 29" W., to a 1/2" iron rod with a
cap marked "WSCI' found at a point of tangency in the east right-of-way line of said railroad for
a corner of this said "Tract A';
THENCE N. 020 00' 10" E., along the east right-of-way line of said railroad at a distance of
1482.82 feet pass the northeast corner of said right-of-way in Volume 6254, Page 30, same being
the southeast corner of said right-of-way in Volume 6182, Page 346, and the southwest corner of
said 0.19 acre tract, continuing for a total distance of 1691.66 feet to the Point of Beginning.
Bearings are based on the Texas Coordinate System of 1983 (2011), Texas North Central Zone.
Distances are at surface, in U.S. Survey feet.
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EXHIBIT A
The Land
Description, "Tract A":
A 63.1982 acre tract of land located in the East Half (E/2) of Section 6, Block D-6, Brooks and
Burleson Survey, Abstract Number 880, Lubbock County, Texas, and being situated within and a
portion of that certain tract of land conveyed to HWY 179, LTD. described as "Tract 1" and all
of that certain tract of land described as "Tract 2" in a General Warranty Deed recorded in
Volume 10145, Page 346, and all of that certain 0.19 acre tract of land conveyed to HWY 179,
LTD. described in a General Warranty Deed recorded in Volume 10394, Page 34, Official
Public Records of Lubbock County, Texas, said 63.1982 acre tract, hereinafter referred to as
"Tract A", being further described by metes and bounds as follows:
BEGINNING at a 1/2" iron rod with a cap marked "AMD ENG" set in place of a 1/2" iron rod
with a cap marked "WSCI" found bent at the intersection of the east right-of-way line of the
West Texas and Lubbock Railroad, as described in Volume 6182, Page 346 of the Real Property
Records of Lubbock County, Texas, and the south right-of-way line of State Highway 114, also
known as 19'h Street, as described in Volume 181, Page 214 and Volume 491, Page 47 of the
Deed Records of Lubbock County, Texas, at the northwest corner of said 0.19 acre tract for the
northwest corner of this said Tract "A" and having coordinates of Northing: 7,274,815.61 and
Easting: 897,482.48 of the Texas Coordinate System of 1983 (2011), Texas North Central Zone,
whence the northeast corner of said Section 6 bears N. 01 ° 48' 46" E. a distance of 65.00 feet
and S. 88' 11' 14" E. a distance of 2465.72 feet, as calculated from calls in said railroad right-of-
way deed;
THENCE S. 880 11' 14" E., along said right-of-way line of State Highway 114, a distance of
911.41 feet to a 1/2" iron rod with a cap marked "HRA" found at the northwest corner of that
certain 2.0 acre tract of land described in a Warranty Deed recorded in Volume 4730, Page 67 of
the Real Property Records of Lubbock County, Texas, for the most northerly northeast corner of
this said "Tract A";
THENCE S. 01 ° 5 V 08" W. a distance of 370.84 feet to a 1/2" iron rod found at the southwest
corner of said 2.0 acre tract for an ell comer of this said "Tract A";
THENCE S. 88" 1 V 59" E. a distance of 234.91 feet to a 1/2" iron rod with a cap marked
"WSCI" found at the southeast corner of said 2.0 acre tract for the most easterly northeast corner
of this said "Tract A";
THENCE S. 010 51' 30" W., along the west line of an alley and the west plat limits of Energy
Circle, Lots 1 thru 40, an addition to Lubbock County, Texas, according to the map, plat and/or
dedication deed thereof recorded in Volume 1835, Page 129 of the Deed Records of Lubbock
County, Texas, at a distance of 1869.46 feet pass a 1/2" iron rod found at the end of said alley,
continuing at a distance of 2204.38 feet pass a 1/2" iron rod with a cap marked "HRA" found at
the southeast corner of said plat limits of Energy Circle, same being the northwest corner of that
certain 11.16 acre tract of land described in a Warranty Deed recorded in County Clerk's file
A-1
number 2010001381 of the Official Public Records of Lubbock County, Texas, continuing for a
total distance of 2359.76 feet to a 1/2" iron rod with a cap marked "HRA" found in the north
right-of-way line of the West Texas and Lubbock railroad, as described in Volume 99, Page 459
of the Deed Records of Lubbock County, Texas, at the southwest corner of said 11.16 acre tract
and the southeast corner of this said "Tract A", having coordinates of Northing: 7,272,050.90
and Easting: 898,539.46 of the Texas Coordinate System of 1983 (2011), Texas North Central
Zone;
THENCE N. 700 19' W' W., along said railroad right-of-way line, a distance of 540.93 feet to a
1/2" iron rod with a cap marked "WSCI" found at a point of intersection at the southeast corner
of that certain 8.71 acre right-of-way parcel for the West Texas and Lubbock Railroad described
in Volume 6254, Page 30 of the Real Property Records of Lubbock County, Texas, for a corner
of this said "Tract A";
THENCE N. 640 25' 16" W. a distance of 103.01 to a 1/2" iron rod with a cap marked "WSCI"
found at a point of intersection in the northeasterly right-of-way line of said railroad for a corner
of this said "Tract A";
THENCE northwesterly, along a curve to the right and said railroad right-of-way line, an arc
distance of 1049.59 feet, said curve having a radius of 904.93 feet, a delta angle of 66° 27' 17", a
chord distance of 991.73 feet and a chord bearing of N. 31 ° 13' 29" W., to a 1/2" iron rod with a
cap marked "WSCI" found at a point of tangency in the east right-of-way line of said railroad for
a corner of this said "Tract A';
THENCE N. 020 00' 10" E., along the east right-of-way line of said railroad at a distance of
1482.82 feet pass the northeast corner of said right-of-way in Volume 6254, Page 30, same being
the southeast comer of said right-of-way in Volume 6182, Page 346, and the southwest corner of
said 0.19 acre tract, continuing for a total distance of 1691.66 feet to the Point of Beginning.
Bearings are based on the Texas Coordinate System of 1983 (2011), Texas North Central Zone.
Distances are at surface, in U.S. Survey feet.
A-2
A
Willow Bend Villas Public Improvement District
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Lot -Block Lines
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Willow Bend Villas
Proposed Revenue/Expense Worksheet
Method of Assessment
* Properties will be assessed based on the City's 2022 "net taxable value" as established by the Lubbock Central Appraisal District
* Assessment rate will be $0.15/$100 valuation
* All property will be assessed based on the final 2022 "net taxable value".
Service Plan
PROPOSED
TAX YEAR
2022
2023
2024
2025
2026
Totals
8,750,000
22,050,000
37,366,000
53,863,320
54,940,586
54,940,586
Property Values*
Discounted Property Values
7,875,000
19,845,000
33,629,400
48,476,988
49,446,528
49,446,528
FISCAL YEAR REVENUES
FY 2022-23
FY 2023-24
FY 2024-25
FY 2025-26
FY 2026-27
Totals
-
-
-
-
1,533
1,533
Interest
Assessment @ $0.15
11,813
29,768
50,444
72,715
74,170
238,909
Assessment @ $0.10
-
-
-
-
-
Total
11,813
29,768
50,444
72,715
75,703
240,442
EXPENSES
Park 1
Pocket Park (playscape and landscaping)
-
7,650
7,803
7,959
8,118
31,530
Park 2
Pocket Park (playscape and landscaping)
7,650
7,803
7,959
8,118
31,530
signage
-
Neighborhood Entry Signs
-
1,020
1,040
1,061
1,082
4,204
Landscaping
Trees along 19th st
-
1,020
1,040
1,061
1,082
4,204
Basing Landscaping
Prolrrigation and grass establishment
-
5,100
5,202
5,306
5,412
21,020
Electric Cost for irrigation
Proposed Parks 1 and 2
-
1,408
1,436
1,465
1,494
5,803
Administrative Costs
3,000
3,577
3,649
3,722
3,796
17,744
Annual Operating Costs
4,000
4,080
4,162
4,245
4,330
20,816
Paid by developer
Total 1
7,0001
31,505
32,135
32,778
33,4341
136,852
Cash Reserves
4,813
3,075
21,384
61,321
103,5901
103,590
*Property Value growth rate = 2% annually
**Expense growth rate = 2% annually
Assessment Information for $100,000 home $ 150.00
2021 Service and Assessment Plan
Sec. 5.014. NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT. (a) 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, or Chapter 382, Local Government Code, shall first give to the
purchaser of the property the [a] written notice prescribed by Subsection (a-1) or (a-2), as applicable.
(a-1) Except for the notice prescribed by Subsection (a-2), the notice required by Subsection (a) shall be
executed by the seller and must, except as provided by Subsection (b), read as follows:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO (insert name of municipality or county
levying assessment), TEXAS CONCERNING THE FOLLOWING PROPERTY
(insert property address)
As the [a] purchaser of the real property described above, you are obligated to pay assessments [apt
assessment] to (insert name of [a] municipality or county, as applicable), Texas, for the costs of a portion of a public
[are] improvement or services project (the "Authorized Improvements") undertaken for the benefit of the property
within (insert name of public improvement district) (the "District") created under (insert Subchapter A, Chapter 372,
Local Government Code, or Chapter 382, Local Government Code, as applicable).
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 (insert name of municipality or county, as
applicable). The exact amount of each annual installment will be approved each year by (insert name of city council
or county commissioners court, as applicable) in the annual service plan update for the district. More information
about the assessments, including the amounts and due dates, may be obtained from (insert name of [the]
municipality or county, as applicable).
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.
The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding
contract for the purchase of the real property at the address described above.
Date:
Signature of Purchaser
(a-2) For a district described by Section 372.0035, Local Government Code, the notice required by
Subsection (a) shall be executed by the seller and must, except as provided by Subsection (b), read as follows:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO (insert name of municipality levying
assessment), TEXAS CONCERNING THE FOLLOWING HOTEL PROPERTY
(insert property address)
As the purchaser of the real property described above, you are obligated to pay assessments to (insert
name of municipality), Texas, for the costs of a portion of a public improvement or services project (the "Authorized
Services") undertaken for the benefit of the property within (insert name of 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 SERVICES, WHICH
MUST BE PAID IN FULL WITH EVERY PAYMENT BY THE HOTEL OF LOCAL HOTEL OCCUPANCY TAX REMITTANCES TO
THE MUNICIPALITY. YOUR FAILURE TO PAY THE ASSESSMENT MAY RESULT IN PENALTIES AND INTEREST BEING
ADDED TO WHAT YOU OWE, AND MAY INCLUDE THE PURSUIT OF ANY OTHER REMEDYTHAT IS AUTHORIZED UNDER
SECTION 372.0035(d), LOCAL GOVERNMENT CODE.
Page - 1-
2021 Service and Assessment Plan
Information about the calculation of the assessment may be obtained from (insert name of the
municipality). The exact assessment rate will be approved each year by (insert name of city council) in the annual
service plan update for the district. More information about the assessments, including the assessment rate and due
dates, may be obtained from (insert name of municipality).
The undersigned purchaser acknowledges receipt of this notice before the effective date of a binding
contract for the purchase of the real property at the address described above.
Date:
Signature of Purchaser
(b) The seller or the municipality or county that created the public improvement district may provide
additional information regarding the district in the notice prescribed by Subsection (a-1) or (a-2), including whether
an assessment has been levied, the amount of the assessment, and the payment schedule for assessments.
(c) This section 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.
(d) For the purposes of this section, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring notice
Page -2 -
� � ,.
FILED AND RECORDED
OFFICIAL PUBLIC RECORDS
* t
c.
Kelly Pinion County Clerk
Lubboek Coun�y TEXRS
10/28/2021 02:�0 PM
FEE: 122.00
2021 3°i848