HomeMy WebLinkAboutContract 36530 (2)BUY-OUT OPTION CONTRACT
This Buy -Out Option Contract ("Contract") is entered into by and between the City of
Fort Worth, Texas (the "City"), a home -rule municipal corporation situated in Tarrant, Denton,
and Wise Counties, Texas, acting by and through its duly authorized Assistant City Manager;
Aqua Utilities, Inc., formerly known as AquaSource Utility, Inc., a Texas corporation ("Aqua
Utilities"); Aperion Communities, LLLP, Eladio Properties, LLLP, Drooy Properties, LLLP, and
Rocksand Investments, LLLP, Arizona limited liability limited partnerships (individually and
collectively, "Owner"); and Tradition Municipal Utility District No. 2 of Denton County, a
municipal utility district created pursuant to Article XVI, Section 59, of the Texas Constitution,
Chapters 49 and 54 of the Texas Water Code and the applicable Special District Local Law and
any other district created over the Development by dividing the District into one or more new
Districts pursuant to the District Legislation (the "District"), which District, after the District
Confirmation Date (or, for any later created District, the date the election dividing a District is
held pursuant to § 8189.104 of the District Legislation), will become a Parry to this Contract.
RECITALS
A. The Parties to this Contract will also execute that "Agreement Regarding Water and
Wastewater Utility Service", City Secretary Contract No. (the "UtilitxAgreement").
B. The Utility Agreement governs the provision of water and wastewater utility service to
approximately 1,920 acres in Denton County, Texas, as shown on Exhibit A and more
particularly described in Exhibit B attached to this Contract (the "Development").
C. Article VII of the Utility Agreement provides that the Parties will enter into this Contract
to "effectuate the future transfer of retail water or wastewater service from Aqua Utilities to the
City," at the City's option and under the conditions set forth in that agreement.
NOW THEREFORE, for and in consideration of the mutual agreements, covenants, and
conditions hereinafter set forth, the Parties contract and agree as follows:
6.12.
ARTICLE I
SELLER AND PURCHASER
1.01 "Effective Date" means the effective date of this Contract as defined in Section
1.02 "Purchaser" means the City.
1.03 means, individually, the City, Owner, District or Aqua Utilities, and any
permitted successors and assigns.
1.04 "Seller" means Aqua Utilities, Owner or District, and each of their permitted
assigns, to the extent that each of those Parties or such assigns owns all or any interest in the
Property, as defined in Section 2.02, at the time the Option is exercised under this Contract.
Buy -Out Option Contract
1905 Other Defined Terms. Unless otherwise defined below, capitalized terms in this
Contract shall have the same respective meanings as are ascribed to them in the Utility
Agreement.
ARTICLE II
PROPERTY, GRANT AND EXERCISE OF OPTION
2.01 Grant of Option. Subject to the terms and conditions set forth in this Contract,
Seller GRANTS to Purchaser an Option to purchase and accept from Seller, for the Purchase
Price, all of Seller's right, title and interest in and to the Property, as it may now exist, or be
acquired or constructed by Seller at any time during the Option Period (the "Option") and
consisting of the following.0
a. all water distribution facilities, including meters, above ground tanks, pump
stations and other equipment, fixtures, improvements or appurtenances used to
provide water service to the Development, and located inside the Development
(collectively, "Water Facilities");
b. all wastewater collection facilities, including meters, lift stations, and other
equipment, fixtures, improvements or appurtenances used to provide wastewater
service to the Development, and located inside the Development (collectively,
"Wastewater Facilities");
c. all easements and rights -of --way inside the Development associated with the
Water or Wastewater Facilities (the "Easements");
d. any tract of land within the Development owned by Seller and in use for the
operation of the Water or Wastewater Facilities (the "Land");
e. account records and information for existing customers served by the Wastewater
and Water Facilities (the "Account Information"h and
f. surveys, plans and specifications in Seller's possession or control that relate to the
Water Facilities or Wastewater Facilities (the "Documents").
2.02 Property. The items listed in Section 2.01 above are collectively called the
"Property."
2.03 Exercise of Option. Unless the Parties agree in writing to an earlier date,
Purchaser may exercise the Option to purchase the Property located within each District at any
time, and from time to time, upon the earlier of. (a) seventeen (17) years after the first
connection to retail water or wastewater utility service within such District; or (b) 90 days before
the date of annexation of a District by the City such that Closing will occur upon or after
annexation. In the event the Development is not divided into any new District, then the City
shall have the right to exercise the option (a) above only for each portion of the Development
covered by a separate service plan (submitted to and approved by the City pursuant to Section
3.02 of the Utility Agreement) at any time after 17 years after the first connection to retail water
or wastewater utility service within the portion of the Development covered by that service plan.
Buy -Out Option Contract Page 2
In any event Purchaser must exercise the Option (if at all) on or before the earlier of the date that
is ninety-nine (99) years from the Effective Date or the twenty-first (21 S) anniversary of the
death of the last descendant of Queen Elizabeth II, the queen of the United Kingdom, who is
living as of the Effective Date of this Contract ("Option Period"). The Option, if exercised, must
be exercised simultaneously for both the Water and the Wastewater Facilities (and the Land,
Easements, Account Information and Documents related thereto).
2.04 Exercise Notice. Whenever Purchaser desires to exercise the Option as to any
portion the Property, Purchaser must provide Notice to Seller during the Option Period of its
desire to exercise the Option ("Exercise Notice"). The date on which Purchaser sends the
Exercise Notice is called the "Option Exercise Date."
2.05 Information to Purchaser. Within thirty (30) days following the Option Exercise
Date, Sellers shall provide to Purchaser true and complete copies of all written information that
either of them possesses (other than privileged communications or attorney work -product)
regarding the Property, including but not limited to: environmental studies and reports; any
permits required for the Water Facilities and Wastewater Facilities; all agreements granting or
conveying the Easements; the Documents; and a complete and itemized inventory of any of the
Property that is not described in or shown on the Documents.
2.06 Prohibited Encumbrance. Seller may not enter into any agreement to sell,
transfer, mortgage, lease, or grant any preferential right to purchase (including but not limited to
any option, right of first refusal, or right of first negotiation) with respect to, or otherwise
encumber all or any portion of, the Property before Closing ("Prohibited Encumbrance"), unless
such Prohibited Encumbrance is cured and removed at or before Closing.
2.0'7 Memorandum of Option. Seller and Purchaser shall execute and record, in the
form attached as Exhibit C to this Contract, a "Memorandum of Buy -Out Option Contract" in
the Real Property Records of Denton County, Texas within thirty (30) days after the District
confirmation date.
ARTICLE III
PURCHASE PRICE AND OPTION CONSIDERATION
3.01 Purchase Price. When the Option is exercised pursuant to this Contract, the
consideration ("Purchase Price") for the entirety of the Property purchased pursuant to that
Option is TEN DOLLARS ($10.00).
3.02 Time of Payment. The Purchase Price is payable in cash at the Closing.
3.03 Consideration. As consideration for Seller's holding the Property available for
purchase during the Option Period, Purchaser has paid Seller $100 ("Independent Option
Consideration"), which Seller may retain, even if this Contract is terminated. The Independent
Option Consideration does not apply to the Purchase Price.
ARTICLE IV
SURVEY, INSPECTION AND TITLE COMMITMENT
Buy -Out Option Contract
Page 3
4.01 Survey during Option Period. From time to time during the Option Period,
Purchaser shall have the right to obtain, at Purchaser's expense, a current, on -the -ground land
title survey ("Survey") of all or any portion of the Property made by a duly licensed surveyor
reasonably acceptable to the Seller.
4.02 Inspection durin tg he Option Period. From time to time during the Option Period,
Purchaser shall have the right to obtain an inspection, including an appraisal of real and personal
property ("Inspection"), of all or any portion of the Property, for purposes of assessing the
physical and operational condition of the Property.
4.03 Title Examination durin tg he Option Period. During the Option Period, Purchaser
shall have the right to obtain, at Purchaser's expense, an examination of any or all of the real
property records related to the Land and the Easements ("Title Commitment"), including any and
all instruments constituting an exception or restriction upon the title or easement rights of Seller.
4.04 Approval Period and Title. If Purchaser chooses to have a Survey, Inspection or
Title Commitment of all or any portion of the Property during the Option Period, Purchaser may,
after it has delivered its Exercise Notice, deliver to Seller a Notice of its written objections to
anything contained therein. Seller shall, in good faith, attempt to satisfy such objections before
Closing; but Seller shall not be required to incur any cost to do so, except with respect to any
Prohibited Encumbrance, which must be removed or cured before Closing. For all objections
except the Prohibited Encumbrances, if Seller is unable to satisfy such other objections on or
before the Closing date, or if, for any reason, Seller is otherwise unable to convey title in
accordance with Section 5.02(b) below, then Purchaser, as its sole and exclusive remedy
hereunder may (a) waive such objections and accept the Property in its condition at the time of
Closing, with such title to the Property as Seller is able to convey; (b) elect to exclude from the
purchase any portion of the Property that it deems to be affected by its objections and accept
such title to the remainder of the Property as Seller is able to convey or (c) withdraw the Exercise
Notice in its entirety, and its corresponding exercise of the Option, but preserve its right to
exercise the Option at a later date within the Option Period. The Purchaser may enforce by
specific performance the Seller's obligation under Section 2.05 to remove any Prohibited
Encumbrance.
ARTICLE V
CLOSING
5.01 Time of Closing. The closing ("Closing") of the sale of the Property by Seller to
Purchaser will occur on or before ninety (90) days after the Option Exercise Date, or at such
other time or place as the Parties may mutually determine ("Closing Date").
5.02 Requirements of Seller. For all of the Property that is the subject of the Option
Notice, unless excluded by Purchaser pursuant to Section 4.04, Seller shall deliver or cause to be
delivered to Purchaser at Closing all of the following: (a) a Bill of Sale and Assignment in
substantially the same form as that attached as Exhibit D to this Contract, fully executed and
acknowledged by each Seller as its interests may appear, conveying, transferring, and assigning
to Purchaser all of Seller's right, title, and interest in and to the Water Facilities, the Wastewater
Facilities, the Account Information, and the Documents; (b) a Special Warranty Deed executed
and acknowledged by each Seller as its interests may appear, conveying to Purchaser good and
Buy -Out Option Contract Page 4
indefeasible fee simple title to the Land and subject to all matters of record; (c) an Assignment of
Easements, executed and acknowledged by each Seller as its interests may appear, conveying,
transferring, and assigning to Purchaser all of Seller's right, title, and interest in and to the
Easements; (d) evidence reasonably satisfactory to Purchaser that the person(s) executing the
Closing documents on behalf of Seller has full right, power, and authority to do so; and (e) any
other document reasonably necessary to consummate the transaction.
5.03 Requirements of Purchaser. Purchaser shall deliver or cause to be delivered to
Seller at Closing all of the following: (a) immediately available funds in an amount equal to the
Purchase Price; and (b) evidence reasonably satisfactory to Seller the person executing any
Closing documents on behalf of Purchaser has full right, power, and authority to do so.
5.04 Termination of Leases. Upon completion of the Closing, Seller shall terminate, as
of the Closing Date, any and all leases and operating agreements between Aqua Utilities and the
District or the Owner covering any portion of the Property purchased.
5.05 Purchaser's Remedies. If Seller fails or refuses to sell the Property at the Closing,
then the Purchaser, at its sole option, is entitled to (ii) enforce specific performance of Seller's
obligations under this Contract; or (ii) withdraw its Exercise Notice and its corresponding
exercise of the Option, but preserve its right to exercise the Option at a later date within the
Option Period; or (iii) to exercise any other right or remedy available to Purchaser at law or in
equity.
ARTICLE VI
MISCELLANEOUS
6.01 Form of Easement within the Development. Before entering into any Easement,
Seller shall submit to Purchaser for its review and approval (which approval by Purchaser shall
not be unreasonably withheld) Seller's proposed forms of Easement for water and wastewater
lines and related facilities and appurtenances. Among other things, the Easement forms must
provide that the underlying land owner of the servient tenement consents in advance to any
Future assignment of such Easement by Seller to Purchaser. After Purchaser has approved the
forms of water and wastewater Easements, Purchaser's prior written consent will not be required
for any new Easement that Seller enters into under the approved forms. Nevertheless, Seller
must send to Purchaser copies of each fully executed and recorded Easement within thirty (30)
days after such Easement is executed.
6.02 Other Forms. In case of a dispute as to the form of any document required by this
Contract, unless otherwise required by the Utility Agreement, the current form prepared by the
State Bar of Texas shall be conclusively deemed reasonable.
6.03 Notice. Any notices, approvals, or other communications required to be given by
one Party to another under this Contract (a "Notice") shall be given in writing addressed to the
Party to be notified at the address set forth below and shall be deemed given: (a) when the Notice
is delivered in person to the person to whose attention the Notice is addressed; (b) when received
if the Notice is deposited in the United States Mail, certified or registered mail, return receipt
requested, postage prepaid; (c) when the Notice is delivered by Federal Express, UPS, or another
nationally recognized courier service with evidence of delivery signed by any person at the
Buy -Out Option Contract Page 5
delivery address; or (d) five business days after the Notice is sent by FAX with electronic
confirmation by the sending FAX machine) with a confirming copy sent by United States mail
within 48 hours after the FAX is sent. If any date or period provided in this Contract ends on a
Saturday, Sunday, or legal holiday, the applicable period for calculating the Notice shall be
extended to the first business day following the Saturday, Sunday, or legal holiday. For the
purpose of giving any Notice, the addresses of the Parties are set forth below. The Parties may
change the information set forth below by sending Notice of such changes to the other Party as
provided in this Section 6.03.
To the City:
City of Fort Worth, Texas
Attn: City Secretary
1000 Throckmorton Street
Fort Worth, Texas 76102
FAX: (817) 392-6196
City of Fort Worth, Texas
Attn: City Manager
1000 Throckmorton Street
Fort Worth, Texas 76102
FAX: (817) 392-6134
City of Fort Worth, Texas
Attn: Water Director
1000 Throckmorton Street
Fort Worth, Texas 76102
FAX: (817) 392-2398
To a District:
Tradition Municipal Utility District No. 2 of Denton County
c/o: Coats Rose
2 Lincoln Center
Suite 1300
Dallas, Texas 75240
FAX: 972-982-8451
To Owner:
Aperion Communities, LLLP
Attn: Mr. Gary Lane
7835 East Redfield Road, Suite 100
Scottsdale, Arizona 85260
FAX: 480-9514414
Eladio Properties, LLLP
Attn: Mr. Gary Lane
Buy -Out Option Contract Page 6
$� r
7835 East Redfield Road, Suite 100
Scottsdale, Arizona 85260
FAX: 480-9514414
Drooy Properties, LLLP
Attn: Mr. Gary Lane
7835 East Redfield Road, Suite 100
Scottsdale, Arizona 85260
FAX: 480-951-8414
Rocicsand Investments, LLLP
7835 East Redfield Road, Suite 100
Scottsdale, Arizona 85260
Attn: Gary Lane
FAX: 480-9514414
To Aqua Utilities:
1421 Wells Branch Pkwy., Ste. 105
Pflugerville, TX 78660
Attn: Vice President
FAX: (512) 989-9891
762 West Lancaster Ave.
Bryn Mawr, Pennsylvania 19010
Attn: Chief Legal Officer
FAX: (610) 520-9127
6.04 City Consent and Approval. Except as provided by Section 6.01 of this Contract,
in any provision of this Contract that provides for the consent or approval of the City staff or
City Council, such consent or approval may be withheld or conditioned by the staff or City
Council at its sole discretion.
6.05 Binding Effect and Assignment. This Contract, and the Option granted herein,
shall inure to the benefit of and bind the Parties hereto and their respective heirs, representatives,
successors and assigns. In the event an additional District is created over the Development in
accordance with the District Legislation, such District shall become a party to this Agreement
and such District shall assume all of the rights and obligations of the Tradition Municipal Utility
District No. 2 of Denton County as to the land located within such District's boundaries. Within
30 days following the date the election dividing the District is held creating the additional
District, such District shall execute the District Joinder attached as Exhibit H to the Consent
Agreement and provide a copy thereof to the other Parties. Assignment of this Contract is
permitted only under the same terms, and to the same extent as assignment of the Utility
Agreement. Further, this Contract must be assigned at the same time and to the same entity as
the Utility Agreement.
6.06 Amendment. This Contract may be amended only with the written consent of all
Parties and with approval of the governing body of the City and the District.
Buy -Out Option Contract Page 7
6.07 Severability. The provisions of this Contract are severable and, in the event any
word, phrase, clause, sentence, paragraph, section, or other provision of this Contract, or the
application thereof to any person or circumstance, shall ever be held or determined to be invalid,
iRegal, or unenforceable for any reason, and the extent of such invalidity or unenforceability
does not cause substantial deviation from the underlying intent of the Parties as expressed in this
Contract, then such provision shall be deemed severed from this Contract with respect to such
person, entity or circumstance, without invalidating the remainder of this Contract or the
application of such provision to other persons, entities or circumstances, and a new provision
shall be deemed substituted in lieu of the provision so severed which new provision shall, to the
extent possible, accomplish the intent of the Parties as evidenced by the provision so severed.
6.08 Interpretation. The Parties acknowledge that each party and, if it so chooses, its
counsel have reviewed and revised this Contract and that the normal rule of construction to the
effect that any ambiguities are to be resolved against the drafting party shall not be employed in
the interpretation of this Contract or any amendments or exhibits hereto. As used in this
Contract, the term "including" means "including without limitation" and the term "days" means
calendar days, not business days. Wherever required by the context, the singular shall include
the plural, and the plural shall include the singular. Each defined term herein may be used in its
singular or plural form whether or not so defined.
6.09 Survival. Any portion of this Contract not otherwise consummated at the Closing
will survive the Closing of this transaction as a continuing agreement by and between the Parties.
6.10 Counterpart Ori ig nals. This Contract may be executed in multiple counterparts,
each of which shall be deemed to be an original. Upon execution and delivery of this Contract
by any Party, such Party shall be bound by the terms of this Contract, regardless of whether or
not executed and delivered by all Parties.
6.11 Incorporation of Exhibits by Reference. All exhibits attached to this Contract are
incorporated into this Contract by reference for the purposes set forth herein, as follows:
Exhibit A Map of Tradition showing the Development
Exhibit B Legal description of the Development
Exhibit C Memorandum of Buy -Out Option Contract
Exhibit D Bill of Sale and Assignment
6.12 Effective Date. The Effective Date of this Contract is October 1, 2007.
[SIGNATURE PAGES FOLLOW]
Buy -Out Option Contract
i
AQUA UTILITIES, INC.,
a Texas corporation
By:
Robert L. Laughman, President
Date:
TRADITION MUNICIPAL UTILITY
DISTRICT NO.2 OF DENTON COUNTY
By:
Name:
President, Board of Directors
Date:
APERION COMMUNITIES, LLLP
By:
David P. Maniatis, General Partner
ELADIO PROPERTIES LLLP
By:
David P. Maniatis, General Partner
DROOY PROPERTIES, LLLP
By:
David P. Maniatis, General Partner
ROCKSAND INVESTMENTS, LLLP
By:
David P. Maniatis, General Partner
Buy -Out Option Contract
Printed Name:
City Secretary
APPROVED AS TO FORM
AND LEGALITY:
Assistant City Attorney
STATE OF TEXAS §
COUNTY OF TARRANT §
PURCHASER
THE CITY OF FORT WORTH,
a Texas home -rule municipal corporation of
Tarrant, Denton, and Wise Counties
By:
Name:
Title:
Date:
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of THE CITY OF FORT WORTH, a
municipal corporation, on behalf of said City, known to me to be the person and officer whose
name is subscribed to the foregoing instrument, and acknowledged to me that he or she executed
the same for the purposes and consideration therein expressed, in the capacity therein stated, and
as the act and deed of said City.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
. 20
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
Buy -Out Option Contract Page 10
STATE OF TEXAS §
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of AQUA UTILITIES, INC., a
corporation, on behalf of said corporation, known to me to be the person and
officer whose name is subscribed to the foregoing instrument, and acknowledged to me that he or
she executed the same for the purposes and consideration therein expressed, in the capacity
therein stated, and as the act and deed of said corporation.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
. 20 .
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
STATE OF TEXAS
COUNTY OF
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of TRADITION MUNICIPAL UTILITY
DISTRICT NO. 2 OF DENTON COUNTY, on behalf of said District, known to me to be the
person and officer whose name is subscribed to the foregoing instrument, and acknowledged to
me that he or she executed the same for the purposes and consideration therein expressed, in the
capacity therein stated, and as the act and deed of said District.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
. 20
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
Buy -Out Option Conh•act Page ll
on this day personally appeared
_of ELADIO PROPERTIES
LLLP, a , on behalf of said partnership, known to me to be the person
and officer whose name is subscribed to the foregoing instrument, and acknowledged to me that
he or she executed the same for the purposes and consideration therein expressed, in the capacity
therein stated, and as the act and deed of said partnership.
STATE OF §
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of APERION COMMUNITIES,
LLLP, a , on behalf of said partnership, known to me to be the person
and officer whose name is subscribed to the foregoing instrument, and acknowledged to me that
he or she executed the same for the purposes and consideration therein expressed, in the capacity
therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
. 20 .
My Commission expires:
STATE OF
COUNTY OF
Notary Public, State of Texas
Notary's Typed or Printed Name
BEFORE ME, THE UNDERSIGNED AUTHORITY,
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
20
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
Buy -Out Option Contract Page 12
STATE OF
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of DROOY PROPERTIES,
LLLP, a partnership, on behalf of said partnership, known to me to be the
person and officer whose name is subscribed to the foregoing instrument, and acknowledged to
me that he or she executed the same for the purposes and consideration therein expressed, in the
capacity therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
. 20 .
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
STATE OF §
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of ROCKSAND
INVESTMENTS, LLLP, a partnership, on behalf of said partnership, known to
me to be the person and officer whose name is subscribed to the foregoing instrument, and
acknowledged to me that he or she executed the same for the purposes and consideration therein
expressed, in the capacity therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
20
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
Buy -Out Option Contract Page 13
Exhibit A
Map Showing the Development
Exhibit A to
Buy -Out Option Contract Page 1
Exhibit B
Legal Description of the Development
BEING a 1,922.737 acre tract of land in the G. Cardinas Survey, Abstract V. 214, the James
Chesier Survey, Abstract No. 225, the W.D. Reed Survey, Abstract No. 1125, the W.C.
Brookfield Survey, Abstract No. 34, and the W.A. Ferris Survey, Abstract No. 419 situated in
Denton County, Texas and being a combination of a portion of those tracts conveyed to Aperion
Communities, L.L.L.P. (Aperion Tract One -A and Aperion Tract One-B), by deed recorded
under County Clerk's File No. 2004-11913 of the Real Property Records of Denton County,
Texas (RPRDCT), that tract conveyed to Nancy Talley Reynolds, et al, by deed recorded in
Volume 2301, Page 223 RPRDCT, a portion of that tract conveyed to Aperion Communities,
L.L.L.P. by deed recorded under County Clerk's File No. 2003490652 RPRDCT (Aperion
Tract Two), that tract conveyed to Rocksand Investments, LLLP by deed recorded in Instrument
Number 2005-30851 RPRDCT and those tracts recorded in Volume 5128, Page 3102 and
Volume 5119, Page 715, RPRDCT and being more particularly described as follows:
TRACT ONE
COMMENCING at a capped 5/8" iron pin found, said iron pin also being on the north right-of-
way line of State Highway No. 114, said iron pin also being on the west line of said Alliance 161
Investments tract, said iron pin also being on the east line of a tract conveyed to Betty Marie
McIntyre, et al, by deed recorded in Volume 2906, Page 363 RPRDCT;
THENCEN OOE32'36" W along the west line of said Alliance 161 Investments tract and the east
line of said McIntyre, et al, tract recorded in Volume 2906, Page 363 RPRDCT, a distance of
3701.24 feet to a 3/8" iron pin found; THENCE N 89E39'59" E along the north line of said
Alliance 161 Investments tract and the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, a distance of 1826.89 feet to a 1/2" iron pin found, said iron pin also
being on the west line of said Aperion Tract One -A;
THENCE N OOE22'44" W along the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, and the west line of said Aperion Tract One -A, a distance of 1294.80
Feet to a capped 1/2" iron pin set, said capped iron pin set also being on the west line of said
Nancy Reynolds Talley, et al tract, said iron pin also being the POINT OF BEGINNING of the
herein described tract;
THENCE N OOE22'44" W along the east line of said McIntyre, et al, not recorded in Volume
2906, Page 363 RPRDCT, and the west line of said Aperion Tract One -A, a distance of 102.53
feet to a capped 1/2" iron pin set
THENCEN 57E46'29" W along the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, the east line of a tract conveyed to Peggy Jeannine Eaton and Betty
Marie McIntyre by deed recorded under County Clerk's File No. 2003-203215 and the west line
of said Nancy Reynolds Talley, et al tract, a distance of 253.45 feet to a 1/2" iron pin found;
THENCE N OOE21'32" E along the east line of said Peggy Jeannine Eaton and Betty Marie
McIntyre tract and the west line of said Nancy Reynolds Talley, et al tract, a distance of 1364.27
Exhibit B to
Buy -Out Option Contract Page 1
feet to a railroad spike found, said railroad spike also being on a west line of said Aperion Tract
One -A, said railroad spike also being in Sam Reynolds Road;
THENCE N OOE12'20" W along the east line of said Peggy Jeannine Eaton and Betty Marie
McIntyre tract and the west line of said Aperion Tract One -A and in Sam Reynolds Road, a
distance of 2791.88 feet to a railroad spike found;
THENCE S 89E52'16" W along the north line of said Peggy Jeannine Eaton and Betty Marie
McIntyre tract and the west line of said Aperion Tract One -A and in Sam Reynolds Road, a
distance of 1909.29 feet to a 5/8" iron pin found, said iron pin also being on the east line of
Indian Trails Phase 1, an addition to Denton County, Texas as recorded in Cabinet G, Page 311
of the Plat Records of Denton County, Texas (PRDCT);
THENCE N OOE09'15" W along the west line of said Aperion Tract One -A, the east line of said
Indian Trails Phase 1, the east line of a tract conveyed to Avondale Ranch by deed recorded in
Volume 5289, Page 4253 RPRDCT and in Sam Reynolds Road, a distance of 1437.47 feet to a
60d nail in asphalt found, said 60d nail also being the southwest corner of a tract conveyed to
Milton High by deed recorded in Volume 501, Page 248 RPRDCT;
THENCE N 76E15'28" E along the west line of said Aperion Tract One -A and the south line of
said High tract, a distance of 381.87 feet to a 1/2" iron pin found;
THENCE N OOE18'S8" W along the west line of said Aperion Tract One -A and the east line of
said High tract, a distance of 307.76 feet to a 1/2" iron pin found;
THENCE S 89E55'09" W along the west line of said Aperion Tract One -A and the north line of
said High tract, a distance of 370.41 feet to a 60d nail found, said 60d nail also being on the east
line of said Avondale Ranch tract and in Sam Reynolds Road;
THENCE N OOE12'09" W along the west line of said Aperion Tract One -A, the east line of said
Avondale Ranch tract, the east line of a tract conveyed to W.E. Wilkerson by deed recorded in
Volume 960, Page 35 RPRDCT, the east line of a tract conveyed to Edward Zelnik, et ux Janet
by deed recorded in Volume 4062, Page 1905 RPRDCT, the east line of a tract conveyed to J.
Lloyd Barksdale, et ux Dorthy by deed recorded in Volume 829, Page 271 RPRDCT, the east
line of a tract conveyed to J. Lloyd Barksdale, et ux Dorthy by deed recorded in Volume 829,
Page 275 RPRDCT, the east line of a tract conveyed to Gary Lynn Barksdale, et ux Toni Gayle
by deed recorded in Volume 1545, Page 427 RPRDCT, the east line of a tract conveyed to
Bobby J. Henry by deed recorded in Volume 5028, Page 3683 RPRDCT, and in Sam Reynolds
Road, a distance of 3495.34 feet to a railroad spike found, said railroad spike also being on the
south line of a tract conveyed to Margaret DiNapoli, et al, by deed recorded in Volume 4522,
Page 2063 RPRDCT;
THENCE S 89E57'51 " E along the west line of said Aperion Tract One -A and the south line of
said Margaret DiNapoli, et al tract, a distance of 509.83 feet to a 5/8" iron pin found, said iron
pin also being on the west line of a tract conveyed to Archie Eddleman by deed recorded in
Volume 2322, Page 824 RPRDCT;
Exhibit B to
Buy -Out Option Contract Page 2
THENCE S OOE14'31" E along the west line of said Aperion Tract One -A and the west line of
said Eddleman tract, a distance of 226.43 feet to a 1/2" iron pin found;
THENCE N 89E05 10 E along the west line of said Aperion Tract One -A and the south line of
said Eddleman tract, a distance of 870.61 feet to a 5/8" iron pin found, said iron pin also being
the southwest corner of a tract conveyed to Ricky Iverson by deed recorded in Volume 4718,
Page 362 RPRDCT;
THENCE N 88E48'S4" E along the west line of said Aperion Tract One -A and the south line of
said Iverson tract and the south line of a tract conveyed to Carol Theis by deed recorded in
Volume 1038, Page 887 RPRDCT, a distance of 1598.77 feet to a 1/2" iron pin found;
THENCE N OOE24'S4" W along the west line of said Aperion Tract One -A and the east line of
said Theis tract and the east line of a tract conveyed to S.R. Harper by deed recorded in Volume
1726, Page 31 RPRDCT, a distance of 907.14 feet to a 1/2" iron pin found, said iron pin also
being the southeast corner of a tract conveyed to Roy Chastain by Contract of Sale recorded
under County Clerk's File No. 97-R0021328 RPRDCT;
THENCE N OOE43'24" W along the west line of said Aperion Tract One -A and the east line of
said Chastain tract, a distance of 423.43 feet to a 1/2" iron pin found, said iron pin also being the
southeast corner of said Aperion Tract Two;
THENCE S 88E53'O1" W along the south line of said Aperion Tract Two and the north line of
said Chastain tract, a distance of 1193.21 feet to a capped 1/2" iron pin found, said iron pin also
being on the east line of a tract conveyed to Wayne Harris by deed recorded in Volume 976,
Page 42 RPRDCT;
THENCE N OOE35'15" W along the west line of said Aperion Tract Two and the east line of said
Harris tract, the east line of a tract conveyed to John McCurry by deed recorded in Volume 971,
Page 697 RPRDCT, the east line of a tract conveyed to Samuel Haynes by deed recorded in
Volume 962, Page 43 RPRDCT, and the east line of a tract conveyed to Howell Choate by deed
recorded in Volume 924, Page 921 RPRDCT, a distance of 2336.13 feet to a 1/2" iron pin found,
said iron pin also being the southwest corner of a tract conveyed to The Pennington Family Trust
by deed recorded in Volume 4833, Page 525 RPRDCT;
THENCE S 88E03'05" E along the north line of said Aperion Tract Two and the south line of
said Pennington Family Trust tract recorded in Volume 4833, Page 525 RPRDCT, a distance of
977.84 feet to a capped 1/2" iron pin previously set, said iron pin also being on the north line of
Aperion Tract One -A;
THENCE N OOE33'20" W, departing the south line of said Pennington Family Trust tract and the
north line of said Aperion Tract One -A, a distance of 723.83 feet to a capped 1/2" iron pin
previously set, said iron pin also being on the south right-of-way line of F.M. 407 (90' R.O.W.);
THENCE N 89E26'40" E, along the south right -of --way line of said F.M. 407 and along the north
line of said Pennington Family Trust tract, a distance of 170.00 feet to a capped 1/2" iron pin
previously set;
Exhibit B to
Buy -Out Option Contract Page 3
THENCE S OOE33'20" E, departing the south right-of-way line of said F.M. 407 and the north
line of said Pennington Family Trust tract, a distance of 731.26 feet to a capped 1/2" iron pin
previously set, said iron pin also being on the south line of said Pennington Family Trust tract
and the north line of Aperion Tract One -A;
THENCE S 88E03'OS" E along the north line of said Aperion Tract One -A and the south line of
said Pennington Family Trust tract, a distance of 42.05 feet to a 1/2" iron pin found, said iron pin
also being on the north line of Aperion Tract One -A;
THENCE N 89E00'24" E along the north line of said Aperion Tract One
-A, the south line of said
Pennington Family Trust tract recorded in Volume 4833, Page 525 RPRDCT and the south line
of a tract conveyed to The Pennington Family Trust by deed recorded in Volume 4833, Page 521
RPRDCT, a distance of 1146.79 feet to a 1/2" iron pin found, said iron pin also being on the
southerly right -of --way line of Farm -to -Market Road No. 407 (F.M. 407) (90' ROW);
THENCE S SOE10'Ol" E along the north line of said Aperion Tract One -A and the southerly
right -of --way line of F.M. 407, a distance of 682.19 feet to a capped 1/2" iron pin set, said iron
pin also being the Point of Curvature of a circular curve to the left having a radius of 617.96 feet,
a central angle of 39E44'46" and being subtended by a chord which bears S 70E02'24 E , 420.13
feet;
THENCE along said curve to the left and the north line of said Aperion Tract One -A and the
southerly right -of --way line of F.M. 407, a distance of 428.68 feet to a capped 1/2" iron pin set;
THENCE S 89E54'47" E tangent to said curve and along the north line of said Aperion Tract
One -A and the southerly right -of --way line of F.M. 407, a distance of 458.09 feet to a point on the
east line of the City of Fort Worth ETJ line and the west line of the Town of Northlake ETJ line;
THENCE S OOE00'00" W, departing the north line of said Aperion Tract One -A and the
southerly right -of --way line of said F.M 407, along the east line of the City of Fort Worth ETJ
line and along the west line of the Town of Northlake ETJ line, a distance of 2998.33 feet to a
point on the north line of a tract conveyed to Patricia Malloy by deed recorded in Volume 769,
Page 965 RPRDCT;
THENCE S 88E57'42" W along the east line of said Aperion Tract One -A and the north line of
the north line of said Patricia Malloy tract, a distance of 802.46 feet to a 5/8" iron pin found;
THENCE S OOE10'33" E along the east line of said Aperion Tract One -A and the west line of
said Patricia Malloy tract, a distance of 3748.38 feet to a 5/8" iron pin found, said iron pin also
being the northwest corner of Riggs Place, an addition to Denton County, Texas as recorded in
Cabinet E, Page 359 PRDCT;
THENCE S OOE17'37" E along the east line of said Aperion Tract One -A, the west line of said
Riggs Place and the west line of a remainder tract conveyed to James Riggs, Jr., et ux Deborah,
by deed recorded in Volume 870, Page 444 RPRDCT, a distance of 4211.11 feet to a 1/2" iron
pin found, said iron pin also being in Sam Reynolds Road;
Exhibit B to
Buy -Out Option Contract Page 4
THENCE N 89E5615 E along the east line of said Aperion Tract One -A, the south line of said
James Riggs, Jr. remainder tract, the south line of said Riggs Place, the south line of Sunflower
Meadows, an addition to Denton County, Texas as recorded in Cabinet O, Page 122 PRDCT, the
south line of Sage Meadows, Phase One, an addition to Denton County, Texas as recorded in
Cabinet M, Page 208 PRDCT; the south line of a tract conveyed to Locust Thorn, L.P., by deed
recorded in Volume 4009, Page 321 RPRDCT, the south line of Foxbane Estates, an addition to
Denton County, Texas as recorded in Cabinet H, Page 24 PRDCT and in Sam Reynolds Road, a
distance of 3409.24 feet to a capped 1/2" iron pin set, said iron pin also being the original
northwest corner of Peyton Place, Phase One, an addition to Denton County, Texas as recorded
in Cabinet M, Page 266 PRDCT;
THENCE S OOE15'21" E along the east line of said Aperion Tract One -A, the west line of said
Peyton Place, Phase One and the west line of Peyton Place, Phase Two, an addition to Denton
County, Texas as recorded in Cabinet P, Page 50 PRDCT , a distance of 1482.19 feet to a 1/2"
iron pin found, said iron pin also being the northeast corner of a tract conveyed to Rocksand
Investments, LLLP by deed recorded in Instrument Number 2005-30851 RPRDCT;
THENCE S OOE03'07" E along the east line of said Rocksand Investments tract, a distance of
503.35 feet to a 1/2" iron pin found, said iron pin also being on the northwesterly line of a tract
conveyed to The Atchison, Topeka and Santa Fe Railway Company by deed recorded under
County Clerk's File No. 93-R0020408 RPRDCT; said iron pin also being the Point of Curvature
of a non -tangent circular curve to the left having a radius of 5829.65 feet, a central angle of
19E15'23" and being subtended by a chord which bears S 54E00'43" W , 1950.06 feet;
THENCE along said curve to the left and the northwesterly line of said Atchison, Topeka and
Santa Fe Railway Company tract, a distance of 1959.27 feet to a 1/2" iron pin found;
THENCE S 44E23'02" W along the northwesterly line of said Atchison, Topeka and Santa Fe
Railway Company tract, a distance of 27.66 feet to a 5/8" iron pin found;
THENCE N 45E36'S8" W along the northwesterly line of said Atchison, Topeka and Santa Fe
Railway Company tract, a distance of 50.00 feet to a 5/8" iron pin found;
THENCE S 44E23102" W along the northwesterly line of said Atchison, Topeka and Santa Fe
Railway Company tract, a distance of 1446.37 feet to a 5/8" iron pin found, said iron pin being
on the east line of said Aperion Tract One -A and the west line of said Rocksand Investments
tract;
THENCE N 00E0720" W along the east line of said Aperion Tract One -A and the west line of
said Rocksand Investments tract, a distance of 857.55 feet to a capped 1/2" iron pin set;
THENCE N 90E00'00" W, departing the east line of said Aperion Tract One -A and the west line
of said Rocksand Investments tract, a distance of 773.31 feet to a capped 1/2" iron pin set;
THENCE N 65E58'36" W, a distance of 1029.92 feet to a capped 1/2" iron pin set;
Exhibit B to
Buy -Out Option Contract Page 5
e
THENCE N 44E08'03" W, a distance of 999.82 feet to a capped 1/2" iron pin set;
THENCE N 52E3422 W. a distance of 867.86 feet to a capped 1/2" iron pin set;
THENCE N 86E1427 W, a distance of 222.13 feet to the POINT OF BEGINNING and
containing 59,787,842 square feet or 1372.540 acres of land, more or less.
���111r1►L�L�:
BEING a 550.197 acre tract of land in the W.C. Brookfield Survey, Abstract No. 34, situated in
Denton County, Texas and being that same tract of land as described in deeds recorded in
Volume 5128, Page 3102 and Volume 5119, Page 715 of the Real Property Records of Denton
County, Texas (RPRDCT) and being more particularly described as follows:
BEGINNING at a point in the north line of F.M. 407 at the southeast corner of the herein
described tract of land, said point lying in the west line of a tract of land as described in deed to
Bill Pennington, recorded in Volume 572, Page 131, RPRDCT;
THENCE along the north line of said F.M. 407, as follows:
Northwesterly, along a curve to the left, having a radius point that bears
S 18E061281' W, 624.31 feet, an arc distance of 204.03 feet, a central angle of 18E43'31 "
and being subtended by a chord which bears N 81 E 15' 18" W, 203.13 feet;
S 89E22'S7" W, a distance of 1876.49 feet;
S 89E18'36" W, a distance of 1931.01 feet;
THENCE N OOE04'03" W, departing the north line of said F.M. 407, a distance of 2834.59 feet;
THENCE N OOE001S1" E, a distance of 1161.59 feet;
THENCE N OOE04' 13" E, a distance of 1244.99 feet to the northwest corner of the herein
described tract of land;
THENCE, being adjoined to the north by a not of land as described in deed to Orville Rogers,
recorded in Document No. 94-R0029773, RPRDCT, along the north line of the herein described
tract of land, as follows:
S 89E37'03" E, a distance of 5409.41 feet;
S OOE32'35" W, a distance of 352.79 feet;
N 89E46'56" E, a distance of 651.45 feet;
THENCE S OOE44'37" E, being adjoined to the east by a tract of land as described in deed to
Laura Carter Johnson, recorded in Volume 3038, Page 713, RPRDCT, a distance of 1372.47
Exhibit B to
Buy -Out Option Contract Page 6
feet;
THENCE N 85E1640 W, a distance of 2099.00 feet;
THENCE S OOE24'45" E, being adjoined tO the east by the aforementioned Pennington tract, a
distance of 3642.68 feet to the POINT OF BEGINNING and containing 550.197 acres, more or
less.
Exhibit B to
Buy -Out Option Contract Page 7
Exhibit C
Memorandum of Buy -Out Option Contract
STATE OF TEXAS §
COUNTY OF DENTON §
KNOW ALL BY THESE PRESENTS:
This Memorandum of Buy -Out Option Contract ("Memorandum") is effective as of
2007, by and among APERION COMMUNITIES, LLLP, ELADIO
PROPERTIES, LLLP, DROOY PROPERTIES, LLLP, and ROCKSAND INVESTMENTS,
LLLP, Arizona limited liability limited partnerships; AQUA UTILITIES, INC., a Texas
corporation, and TRADITION MUNICIPAL UTILITY DISTRICT NO. 2 OF DENTON
COUNTY, a municipal utility district created pursuant to Article XVI, Section 59, of the Texas
Constitution, Chapters 49 and 54 of the Texas Water Code, and Chapter 8189, Special District
Local Laws Code, and any other district created over the Development by dividing the district
into one or more new districts pursuant to Chapter 8189, Special District Local Laws Code,
(collectively, "Seller"), and THE CITY OF FORT WORTH, a home -rule municipal corporation
of Tarrant, Denton, and Wise Counties, Texas ("Purchaser").
A. Under that certain Buy -Out Option Contract dated as of October 1, 2007
("Contract"), Seller has granted Purchaser the option ("Option") to purchase certain land,
improvements, easements, account records, plans, and other associated property ("Property")
related to the provision of water and wastewater utility service to, and located within, that certain
real property development consisting of approximately 1,920 acres of land in Denton County,
Texas, as more particularly described on EXHIBIT "A" attached hereto ("Development"). The
period during which Purchaser may exercise the Option begins at any time (and from time to
time) after October 1, 2022, but in any event, Purchaser must exercise the Option (if at all) on or
before October 1, 2106 ("Option Period"). Purchaser's exercise of the Option is governed by the
terms and conditions of the Contract.
B. Seller and Purchaser are executing, acknowledging, and recording this
Memorandum to provide public notice of the existence of the Contract and of the Option that
exists in Purchaser's favor to purchase the Property in the Development under the terms and
conditions of the Contract.
C. Seller and Purchaser do not intend by this Memorandum —and nothing in this
Memorandum may be deemed — to alter, amend or otherwise affect the terms or conditions of the
Contract.
Exhibit C to
Buy -Out Option Contract Page 1
EFFECTIVE as of the date set forth above.
SELLER
APERION COMMUNITIES, LLLP
By:
David P. Maniatis, General Partner
ELADIO PROPERTIES LLLP
By:
David P. Maniatis, General Partner
DROOY PROPERTIES, LLLP
By:
David P. Maniatis, General Partner
ROCKSAND INVESTMENTS, LLLP
By:
David P. Maniatis, General Partner
AQUA UTILITIES, INC.,
a Texas corporation
By:
Name:
Title:
TRADITION MUNICIPAL UTILITY DISTRICT
N0.2 OF DENTON COUNTY
By:
Name:
Title:
Exhibit C to
Buy -Out Option Contract
Page 2
ATTEST:
Printed N
City Secretary
PURCHASER
THE CITY OF FORT WORTH,
By:
Name:
APPROVED AS TO FORM Title:
AND LEGALITY:
Assistant City Attorney
Exhibit C to
Buy -Out Option Contract Page 3
STATE OF §
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of APERION COMMUNITIES,
LLLP, a , on behalf of said partnership, known to me to be the person
and officer whose name is subscribed to the foregoing instrument, and acknowledged to me that
he or she executed the same for the purposes and consideration therein expressed, in the capacity
therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
20
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
STATE OF
COUNTY OF
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of ELADIO PROPERTIES
LLLP, a , on behalf of said partnership, known to me to be the person
and officer whose name is subscribed to the foregoing instrument, and acknowledged to me that
he or she executed the same for the purposes and consideration therein expressed, in the capacity
therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
Exhibit C to
Buy -Out Option Contract Page 4
STATE OF §
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of DROOY PROPERTIES,
LLLP, a partnership, on behalf of said partnership, known to me to be the
person and officer whose name is subscribed to the foregoing instrument, and acknowledged to
me that he or she executed the same for the purposes and consideration therein expressed, in the
capacity therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the
,20 .
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
STATE OF §
COUNTY OF §
BEFORE ME, THE UNDERSIGNED AUTHORITY, on this day personally appeared
as of ROCKSAND
INVESTMENTS, LLLP, a partnership, on behalf of said partnership, known to
me to be the person and officer whose name is subscribed to the foregoing instrument, and
acknowledged to me that he or she executed the same for the purposes and consideration therein
expressed, in the capacity therein stated, and as the act and deed of said partnership.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this the day of
,20
Notary Public, State of Texas
Notary's Typed or Printed Name
My Commission expires:
THE STATE OF TEXAS §
Exhibit C to
Buy -Out Option Contract Page 5
COUNTY OF §
BEFORE ME, the undersigned, a Notary Public in and for the said County and State, on
this day personally appeared , known to me
to be the person and officer whose name is subscribed to the foregoing Memorandum of Option,
and acknowledged to me that the same was the act of Aqua Utilities, Inc., a Texas corporation.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this day of ,
Notary Public in and for the State of Texas
My Commission expires:
THE STATE OF TEXAS §
COUNTY OF §
BEFORE ME, the undersigned, a Notary Public in and for the said County and State, on
this day personally appeared ,known to me
to be the person and officer whose name is subscribed to the foregoing Memorandum of Option
and acknowledged to me that the same was the act of Tradition Municipal Utility District No. 2
of Denton County.
GIVEN UNDER MY HAND AND SEAL OF OFFICE this day of
Notary Public in and for the State of Texas
My Commission expires.
STATE OF TEXAS §
COUNTY OF TARRANT §
Exhibit C to
Buy -Out Option Contract
This Memorandum of Option was acknowledged before me on the day of
, 20_, by , the Assistant City Manager of The City of Fort
Worth, a Texas home -rule municipal corporation of Tarrant, Denton, and Wise Counties, on
behalf of that municipal corporation.
Notary Public for the State of Texas
Notary's Printed Name:
My Commission Expires:
Exhibit C to
Buy -Out Option Contract Page 7
Exhibit A
Legal Description of the Development
BEING a 13922.737 acre tract of land in the G. Cardinas Survey, Abstract U. 214, the James
Chesier Survey, Abstract No. 225, the W.D. Reed Survey, Abstract No. 1125, the W.C.
Brookfield Survey, Abstract No. 34, and the W.A. Ferris Survey, Abstract No. 419 situated in
Denton County, Texas and being a combination of a portion of those tracts conveyed to Aperion
Communities, L.L.L.P. (Aperion Tract One -A and Aperion Tract One-B), by deed recorded
under County Clerk's File No. 2004-11913 of the Real Property Records of Denton County,
Texas (RPRDCT), that tract conveyed to Nancy Talley Reynolds, et al, by deed recorded in
Volume 2301, Page 223 RPRDCT, a portion of that tract conveyed to Aperion Communities,
L.L.L.P. by deed recorded under County Clerk's File No. 2003490652 RPRDCT (Aperion
Tract Two), that tract conveyed to Rocksand Investments, LLLP by deed recorded in Instrument
Number 2005-30851 RPRDCT and those tracts recorded in Volume 5128, Page 3102 and
Volume 5119, Page 715, RPRDCT and being more particularly described as follows:
TRACT ONE
COMMENCING at a capped Sl8" iron pin found, said iron pin also being on the north right-of-
way line of State Highway No. 114, said iron pin also being on the west line of said Alliance 161
Investments tract, said iron pin also being on the east line of a tract conveyed to Betty Marie
McIntyre, et al, by deed recorded in Volume 2906, Page 363 RPRDCT;
THENCEN OOE32'36" W along the west line of said Alliance 161 Investments tract and the east
line of said McIntyre, et al, tract recorded in Volume 2906, Page 363 RPRDCT, a distance of
3701.24 feet to a 3/8" iron pin found; THENCE N 89E39'59" E along the north line of said
Alliance 161 Investments tract and the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, a distance of 1826.89 feet to a 1/2" iron pin found, said iron pin also
being on the west line of said Aperion Tract One -A;
THENCE N OOE22'44" W along the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, and the west line of said Aperion Tract One -A, a distance of 1294.80
feet to a capped 1/2" iron pin set, said capped iron pin set also being on the west line of said
Nancy Reynolds Talley, et al tract, said iron pin also being the POINT OF BEGINNING of the
herein described tract;
THENCE N O0E22'44" W along the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, and the west line of said Aperion Tract One -A, a distance of 102.53
feet to a capped 1/2" iron pin set
THENCEN 57E46'29" W along the east line of said McIntyre, et al, tract recorded in Volume
2906, Page 363 RPRDCT, the east line of a tract conveyed to Peggy Jeannine Eaton and Betty
Marie McIntyre by deed recorded under County Clerk's File No. 2003-203215 and the west line
of said Nancy Reynolds Talley, et al tract, a distance of 253.45 feet to a 1/2" iron pin found;
THENCE N OOE21'32" E along the east line of said Peggy Jeannine Eaton and Betty Marie
McIntyre tract and the west line of said Nancy Reynolds Talley, et al tract, a distance of 1364.27
Exhibit A to Exhibit C to
Buy -Out Option Contract Page 1
feet to a railroad spike found, said railroad spike also being on a west line of said Aperion Tract
One -A, said railroad spike also being in Sam Reynolds Road;
THENCE N OOE12'20" W along the east line of said Peggy Jeannine Eaton and Betty Marie
McIntyre tract and the west line of said Aperion Tract One -A and in Sam Reynolds Road, a
distance of 2791.88 feet to a railroad spike found;
THENCE S 89E52'16" W along the north line of said Peggy Jeannine Eaton and Betty Marie
McIntyre tract and the west line of said Aperion Tract One -A and in Sam Reynolds Road, a
distance of 1909.29 feet to a 5/8" iron pin found, said iron pin also being on the east line of
Indian Trails Phase 1, an addition to Denton County, Texas as recorded in Cabinet G, Page 311
of the Plat Records of Denton County, Texas (PRDCT);
THENCE N OOE09' 15" W along the west line of said Aperion Tract One -A, the east line of said
Indian Trails Phase 1, the east line of a tract conveyed to Avondale Ranch by deed recorded in
Volume 5289, Page 4253 RPRDCT and in Sam Reynolds Road, a distance of 1437.47 feet to a
60d nail in asphalt found, said 60d nail also being the southwest corner of a tract conveyed to
Milton High by deed recorded in Volume 501, Page 248 RPRDCT;
THENCE N 76E15'28" E along the west line of said Aperion Tract One -A and the south line of
said High tract, a distance of 381.87 feet to a 1/2" iron pin found;
THENCE N OOE18'S8" W along the west line of said Aperion Tract One -A and the east line of
said High tract, a distance of 307.76 feet to a 1/2" iron pin found;
THENCE S 89E55'09" W along the west line of said Aperion Tract One -A and the north line of
said High tract, a distance of 370.41 feet to a 60d nail found, said 60d nail also being on the east
line of said Avondale Ranch tract and in Sam Reynolds Road;
THENCE N OOE12'09" W along the west line of said Aperion Tract One -A, the east line of said
Avondale an tract, the east line of a tract conveyed to W.E. Wilkerson by deed recorded in
Volume 960, Page 35 RPRDCT, the east line of a tract conveyed to Edward Zelnik, et ux Janet
by deed recorded in Volume 4062, Page 1905 RPRDCT, the east line of a tract conveyed to J.
Lloyd Barksdale, et ux Dorthy by deed recorded in Volume 829, Page 271 RPRDCT, the east
line of a tract conveyed to J. Lloyd Barksdale, et ux Dorthy by deed recorded in Volume 829,
Page 275 RPRDCT, the east line of a tract conveyed to Gary Lynn Barksdale, et ux Toni Gayle
by deed recorded in Volume 1545, Page 427 RPRDCT, the east line of a tract conveyed to
Bobby J. Henry by deed recorded in Volume 5028, Page 3683 RPRDCT, and in Sam Reynolds
Road, a distance of 3495.34 feet to a railroad spike found, said railroad spike also being on the
south line of a tract conveyed to Margaret DiNapoli, et al, by deed recorded in Volume 4522,
Page 2063 RPRDCT;
THENCE S 89E57'51" E along the west line of said Aperion Tract One -A and the south line of
said Margaret DiNapoli, et al tract, a distance of 509.83 feet to a 5/8" iron pin found, said iron
pin also being on the west line of a tract conveyed to Archie Eddleman by deed recorded in
Volume 2322, Page 824 RPRDCT;
Exhibit A to Exhibit C to
Buy -Out Option Contract Page 2
THENCE S OOE14'31" E along the west line of said Aperion Tract One -A and the west line of
said Eddleman tract, a distance of 226.43 feet to a 1/2" iron pin found;
THENCE N 89E0510 E along the west line of said Aperion Tract One -A and the south line of
said Eddleman tract, a distance of 870.61 feet to a 5/8" iron pin found, said iron pin also being
the southwest corner of a tract conveyed to Ricky Iverson by deed recorded in Volume 4718,
Page 362 RPRDCT;
THENCE N 88E48'S4" E along the west line of said Aperion Tract One -A and the south line of
said Iverson tract and the south line of a tract conveyed to Carol Theis by deed recorded in
Volume 1038, Page 887 RPRDCT, a distance of 1598.77 feet to a 1/2" iron pin found;
THENCE N OOE24'S4" W along the west line of said Aperion Tract One -A and the east line of
said Theis tract and the east line of a tract conveyed to S.R. Harper by deed recorded in Volume
1726, Page 31 RPRDCT, a distance of 907.14 feet to a 1/2" iron pin found, said iron pin also
being the southeast corner of a tract conveyed to Roy Chastain by Contract of Sale recorded
under County Cleric's File No. 97-R0021328 RPRDCT;
THENCE N OOE43'24" W along the west line of said Aperion Tract One -A and the east line of
said Chastain tract, a distance of 423.43 feet to a 1/2" iron pin found, said iron pin also being the
southeast corner of said Aperion Tract Two;
THENCE S 88E53'O1" W along the south line of said Aperion Tract Two and the north line of
said Chastain tract, a distance of 1193.21 feet to a capped 1/2" iron pin found, said iron pin also
being on the east line of a tract conveyed to Wayne Harris by deed recorded in Volume 976,
Page 42 RPRDCT;
THENCE N OOE35'15" W along the west line of said Aperion Tract Two and the east line of said
Harris tract, the east line of a tract conveyed to John McCurry by deed recorded in Volume 971,
Page 697 RPRDCT, the east line of a tract conveyed to Samuel Haynes by deed recorded in
Volume 962, Page 43 RPRDCT, and the east line of a tract conveyed to Howell Choate by deed
recorded in Volume 924, Page 921 RPRDCT, a distance of 2336.13 feet to a 1/2" iron pin found,
said iron pin also being the southwest corner of a tract conveyed to The Pennington Family Trust
by deed recorded in Volume 4833, Page 525 RPRDCT;
THENCE S 88E03'OS" E along the north line of said Aperion Tract Two and the south line of
said Pennington Family Trust tract recorded in Volume 4833, Page 525 RPRDCT, a distance of
977.84 feet to a capped 1/2" iron pin previously set, said iron pin also being on the north line of
Aperion Tract One -A;
THENCE N OOE33'20" W, departing the south line of said Pennington Family Trust tract and the
north line of said Aperion Tract One -A, a distance of 723.83 feet to a capped 1/2" iron pin
previously set, said iron pin also being on the south right -of --way line of F.M. 407 (90' R.O.W.);
THENCE N 89E26'40" E, along the south right -of --way line of said F.M. 407 and along the north
line of said Pennington Family Trust tract, a distance of 170.00 feet to a capped 1/2" iron pin
previously set;
Exhibit A to Exhibit C to
Buy -Out Option Contract Page 3
THENCE S 0=3320 E, departing the south right -of --way line of said F.M. 407 and the north
line of said Pennington Family Trust tract, a distance of 731.26 feet to a capped 1/2" iron pin
previously set, said iron pin also being on the south line of said Pennington Family Trust tract
and the north line of Aperion Tract One -A;
THENCE S 88E03'OS" E along the north line of said Aperion Tract One -A and the south line of
said Pennington Family Trust tract, a distance of 42.05 feet to a 1/2" iron pin found, said iron pin
also being on the north line of Aperion Tract One -A;
THENCE N 89E00'24" E along the north line of said Aperion Tract One -A, the south line of said
Pennington Family Trust tract recorded in Volume 4833, Page 525 RPRDCT and the south line
of a tract conveyed to The Pennington Family Trust by deed recorded in Volume 4833, Page 521
RPRDCT, a distance of 1146.79 feet to a 1/2" iron pin found, said iron pin also being on the
southerly right -of --way line of Farm -to -Market Road No. 407 (F.M. 407) (90' ROW);
THENCE S SOE10'O1" E along the north line of said Aperion Tract One -A and the southerly
right-of-way line of F.M. 407, a distance of 682.19 feet to a capped 1/2" iron pin set, said iron
pin also being the Point of Curvature of a circular curve to the left having a radius of 617.96 feet,
a central angle of 39E44'46 and being subtended by a chord which bears S 70E02'24 E , 420.13
Feet;
THENCE along said curve to the left and the north line of said Aperion Tract One -A and the
southerly right -of --way line of F.M. 407, a distance of 428.68 feet to a capped 1/2" iron pin set;
THENCE S 89E54'47" E tangent to said curve and along the north line of said Aperion Tract
One -A and the southerly right -of --way line of F.M. 407, a distance of 458.09 feet to a point on the
east line of the City of Fort Worth ETJ line and the west line of the Town of Northlake ETJ line;
THENCE S OOE00'00" W, departing the north line of said Aperion Tract One -A and the
southerly right -of --way line of said F.M 407, along the east line of the City of Fort Worth ETJ
line and along the west line of the Town of Northlake ETJ line, a distance of 2998.33 feet to a
point on the north line of a tract conveyed to Patricia Malloy by deed recorded in Volume 769,
Page 965 RPRDCT;
THENCE S 88E57'42" W along the east line of said Aperion Tract One -A and the north line of
the north line of said Patricia Malloy tract, a distance of 802.46 feet to a 5/8" iron pin found;
THENCE S OOE10'33" E along the east line of said Aperion Tract One -A and the west line of
said Patricia Malloy tract, a distance of 3748.38 feet to a 5/8" iron pin found, said iron pin also
being the northwest corner of Riggs Place, an addition to Denton County, Texas as recorded in
Cabinet E, Page 359 PRDCT;
THENCE S OOE17'37" E along the east line of said Aperion Tract One -A, the west line of said
Riggs Place and the west line of a remainder tract conveyed to James Riggs, Jr., et ux Deborah,
by deed recorded in Volume 870, Page 444 RPRDCT, a distance of 4211.11 feet to a 1/2" iron
pin found, said iron pin also being in Sam Reynolds Road;
Exhibit A to Exhibit C to
Buy -Out Option Contract Page 4
THENCE N 89E5615 E along the east line of said Aperion Tract One -A, the south line of said
James Riggs, Jr. remainder tract, the south line of said Riggs Place, the south line of Sunflower
Meadows, an addition to Denton County, Texas as recorded in Cabinet O, Page 122 PRDCT, the
south line of Sage Meadows, Phase One, an addition to Denton County, Texas as recorded in
Cabinet M, Page 208 PRDCT; the south line of a tract conveyed to Locust Thorn, L.P., by deed
recorded in Volume 4009, Page 321 RPRDCT, the south line of Foxbane Estates, an addition to
Denton County, Texas as recorded in Cabinet H, Page 24 PRDCT and in Sam Reynolds Road, a
distance of 3409.24 feet to a capped 1/2" iron pin set, said iron pin also being the original
northwest corner of Peyton Place, Phase One, an addition to Denton County, Texas as recorded
in Cabinet M, Page 266 PRDCT;
THENCE S OOE 15'21 " E along the east line of said Aperion Tract One -A, the west line of said
Peyton Place, Phase One and the west line of Peyton Place, Phase Two, an addition to Denton
County, Texas as recorded in Cabinet P, Page 50 PRDCT , a distance of 1482.19 feet to a 1/2"
iron pin found, said iron pin also being the northeast corner of a tract conveyed to Rocksand
Investments, LLLP by deed recorded in Instrument Number 2005-30851 RPRDCT;
THENCE S OOE03'07" E along the east line of said Rocicsand Investments tract, a distance of
503.35 feet to a 1/2" iron pin found, said iron pin also being on the northwesterly line of a tract
N
onveyed to The Atchison, Topeka and Santa Fe Railway Company by deed recorded under
County Clerk's File No. 93-R0020408 RPRDCT; said iron pin also being the Point of Curvature
of a non -tangent circular curve to the left having a radius of 5829.65 feet, a central angle of
19E1523" and being subtended by a chord which bears S 54E00'43" W , 1950.06 feet;
THENCE along said curve to the left and the northwesterly line of said Atchison, Topeka and
Santa Fe Railway Company tract, a distance of 1959.27 feet to a 1/2" iron pin found;
THENCE S 44E23'02" W along the northwesterly line of said Atchison, Topeka and Santa Fe
Railway Company tract, a distance of 27.66 feet to a 5/8" iron pin found;
THENCE N 45E36'S8" W along the northwesterly line of said Atchison, Topeka and Santa Fe
Railway Company tract, a distance of 50.00 feet to a 5/8" iron pin found;
THENCE S 44E23'02" W along the northwesterly line of said Atchison, Topeka and Santa Fe
Railway Company tract, a distance of 1446.37 feet to a 5/8" iron pin found, said iron pin being
on the east line of said Aperion Tract One -A and the west line of said Rocksand Investments
tract;
THENCE N 00E0720" W along the east line of said Aperion Tract One -A and the west line of
said Rocksand Investments tract, a distance of 857.55 feet to a capped 1/2" iron pin set;
THENCE N 90E00'00" W, departing the east line of said Aperion Tract One -A and the west line
of said Rocicsand Investments tract, a distance of 773.31 feet to a capped 1/2" iron pin set;
THENCE N 65E58'36" W, a distance of 1029.92 feet to a capped 1/2" iron pin set;
Exhibit A to Exhibit C to
Buy -Out Option Contract
Page 5
THENCE N 44E0803 W, a distance of 999.82 feet to a capped 1/2" iron pin set;
THENCE N 52E3422 W, a distance of 867.86 feet to a capped 1/2" iron pin set;
THENCE N 86E1427 W, a distance of 222.13 feet to the POINT OF BEGINNING and
containing 59,787,842 square feet or 1372.540 acres of land, more or less.
TRACT TWO
BEING a 550.197 acre tract of land in the W.C. Brookfield Survey, Abstract No. 34, situated in
Denton County, Texas and being that same tract of land as described in deeds recorded in
Volume 5128, Page 3102 and Volume 5119, Page 715 of the Real Property Records of Denton
County, Texas (RPRDCT) and being more particularly described as follows:
BEGINNING at a point in the north line of F.M. 407 at the southeast corner of the herein
described tract of land, said point lying in the west line of a tract of land as described in deed to
Bill Pennington, recorded in Volume 572, Page 131, RPRDCT;
THENCE along the north line of said F.M. 407, as follows:
Northwesterly, along a curve to the left, having a radius point that bears
S 18E06128" W, 624.31 feet, an arc distance of 204.03 feet, a central angle of 18E43'31"
and being subtended by a chord which bears N 81 E 15' 18" W, 203.13 feet;
S 89E22'S7" W, a distance of 1876.49 feet;
S 89E18'36" W, a distance of 1931.01 feet;
THENCE N OOE04'03" W, departing the north line of said F.M. 407, a distance of 2834.59 feet;
THENCE N OOE00'S1" E, a distance of 1161.59 feet;
THENCE N flu , a distance of 1244.99 feet to the northwest corner of the herein
described tract of land;
THENCE, being adjoined to the north by a tract of land as described in deed to Orville Rogers,
recorded in Document No. 94-R0029773, RPRDCT, along the north line of the herein described
tract of land, as follows:
S 89E37'03" E, a distance of 5409.41 feet;
S OOE32'35" W, a distance of 352.79 feet;
N 89E46'56" E, a distance of 651.45 feet;
THENCE S OOE44'37" E. being adjoined to the east by a tract of land as described in deed to
Laura Carter Johnson, recorded in Volume 3038, Page 713, RPRDCT, a distance of 1372.47
Exhibit A to Exhibit C to
Buy -Out Option Contract Page 6
feet;
THENCE N 85E1640 W, a distance of 2099.00 feet;
THENCE S 00E24'45" E, being adjoined to the east by the aforementioned Pennington tract, a
distance of 3642.68 feet to the POINT OF BEGINNING and containing 550.197 acres, more or
less.
Exhibit A to Exhibit C to
Buy -Out Option Contract
Page 7
Exhibit D
BILL OF SALE AND ASSIGNMENT
THIS BILL OF SALE AND ASSIGNMENT ("Assignment"), effective for all purposes
as of _, (the "Effective Date"), is from, Aqua Utilities, Inc., formerly
known as AquaSource Utility, Inc., a Texas corporation; Aperion Communities, LLLP, Eladio
Properties, LLLP, Drooy Properties, LLLP, and Rocksand Investments, LLLP, Arizona limited
liability limited partnerships; and Tradition Municipal Utility District No. 2 of Denton County, a
municipal utility district created pursuant to Article XVI, Section 59, of the Texas Constitution,
Chapters 49 and 54 of the Texas Water Code and the applicable Special District Local Law and
any other district created over the Development by dividing the District into one or more new
Districts pursuant to the District Legislation, (individually and collectively, "Assignor") and is to
the City of Fort Worth, Texas, a home -rule municipal corporation situated in Tarrant, Denton,
and Wise Counties, Texas, ("Assignee").
Concurrently with this Assignment, the Assignor, as Seller, and Assignee, as Purchaser
are executing a Special Warranty Deed transferring any tract of land owned by Assignor and in
use for the operation of the Water or Wastewater Facilities (the "Land") described in Exhibit A
to Assignee.
It is the desire of Assignor to hereby ASSIGN, TRANSFER and CONVEY to Assignee
all fixtures, fittings, appliances, apparatus equipment, machinery and other items of personal
property, affixed or attached to, or placed or situated upon, the Land and any and all other
Facilities, rights, contracts, documents, or appurtenances as more fully described below.
FOR AND IN CONSIDERATION of the sum of Ten Dollars and other good and
valuable consideration, the receipt and sufficiency of which are hereby acknowledged and
confessed, Assignor hereby GRANTS, BARGAINS, SELLS, TRANSFERS, ASSIGNS and
CONVEYS unto Assignee all of the following assets, (collectively, the "Assets," including,
without limitation, the specific items listed on Exhibit B :
g. all water distribution facilities, including meters, above ground tanks, pump
stations and other equipment, fixtures, improvements or appurtenances used to
provide water service to the Development, and located inside the Development
(collectively, "Water Facilities");
h. all wastewater collection facilities, including meters, lift stations, and other
equipment, fixtures, improvements or appurtenances used to provide wastewater
service to the Development, and located inside the Development (collectively,
"Wastewater Facilities" );
i. account records and information for existing customers served by the Wastewater
and Water Facilities (the "Account Information");
j. surveys, plans and specifications in Seller's possession or control that relate to the
Water Facilities or Wastewater Facilities (the "Documents")
Exhibit D to
Buy -Out Option Contract
Page 1
k. any and all other incidental rights, leases, contractual rights, or otherwise related
to the Water Facilities, Wastewater Facilities, Account Information, or
Documents (the "Contractual Rights").
ON AND SUBJECT TO THE FOLLOWING TERMS AND CONDITIONS:
1. Warranty of Title. Assignor severally agrees to warrant and defend title to the
Assets unto Assignee, its successors and assigns forever, as against the claims and demands of
all persons claiming or to claim the same or any part thereof.
2. Counterpart Execution. Assignor and Assignee may execute this Assignment in
multiple counterparts, each of which shall constitute an original hereof, and the execution and
delivery of any one of such counterparts by any signatory party shall have the same force and
eSect and shall be binding upon such signatory to the same extent as if the same counterpart
were executed by all of the signatory parties.
TO HAVE AND TO HOLD the Assigned Properties unto Assignee, its successors and
assigns, forever.
[THIS SPACE INTENTIONALLY LEFT BLANK/
SIGNATURES ON FOLLOWING PAGE]
Exhibit D to
Buy -Out Option Contract
IN WITNESS WHEREOF, Assignor has caused this Assignment to be executed on this
day of
20
ASSIGNOR:
AQUA UTILITIES, INC.,
a Texas corporation
By:
Robert L. Laughman, President
Date:
TRADITION MUNICIPAL UTILITY
DISTRICT NO.2 OF DENTON COUNTY
By:
Name:
Date:
President, Board of Directors
APERION COMMUNITIES, LLLP
By:
David P. Maniatis, General Partner
ELADIO PROPERTIES, LLLP
By:
David P. Maniatis, General Partner
DROOY PROPERTIES, LLLP
By:
David P. Maniatis, General Partner
ROCKSAND INVESTMENTS, LLLP
By:
David P. Maniatis, General Partner
Exhibit D to
Buy -Out Option Contract
Page 3
ATTEST:
Printed Name:
City Secretary
APPROVED AS TO FORM
AND LEGALITY:
Assistant City Attorney
ASSIGNEE:
THE CITY OF FORT WORTH,
a Texas home -rule municipal corporation of
Tarrant, Denton, and Wise Counties
By:
Name:
Title:
Date:
Exhibit D to
Buy -Out Option Contract
EXHIBIT A
The an
[insert legal description and map]
Exhibit D to
Buy -Out Option Contract Page 5
EXHIBIT B
The Assets
Exhibit D to
Buy -Out Option Contract Page 6
Page 1 of 3
City of Fort Worth, Texas
Mayor and Council Communication
DATE: Tuesday, December 18, 2007
LOG NAME: 06TRADITION2 REFERENCE NO.: C-22589
SUBJECT:
Authorize Execution of the Consent Resolution, Development Agreement, Buy -Out Option
Agreement, Impact Fee Agreement, Utility Agreement, Wholesale Wastewater Service Agreement,
and the Agreement for the Sale of Treated Water and Approve the Form of the Strategic Partnership
Agreement for Tradition Municipal Utility District No. 2 of Denton County
RECOMMENDATION:
It is recommended that the City Council:
1. Adopt a resolution consenting to the creation of Tradition Municipal Utility District No. 2 of Denton County
("District");
2. Authorize the City Manager or a designee to execute the following contingent upon receipt of necessary
executed documents from Aqua Utilities:
a. A Development Agreement between the City and Aperion Communities, LLLP, Eladio Properties,
LLLP, and Drooy Properties, LLLP, and Rocksand Investments, LLLP;
b. A Buy -Out Option Agreement between the City, Aqua Utilities, Aperion Communities, LLLP, Eladio
Properties, LLLP, and Drooy Properties, LLLP, and Rocksand Investments, LLLP, and the District;
c. An Impact Fee Agreement between the City, Aqua Utilities, Aperion Communities, LLLP, Eladio
Properties, LLLP, and Drooy Properties, LLLP, and Rocksand Investments, LLLP, and the District;
d. A Utility Agreement between the City and Aqua Utilities, Aperion Communities, LLLP, Eladio
Properties, LLLP, and Drooy Properties, LLLP, and Rocksand Investments, LLLP, and the District;
e. A Wholesale Wastewater Service Agreement between the City and Aqua Utilities;
f. An Agreement for the Sale of Treated Water between the City and Aqua Utilities; and
3. Authorize the City Manager or a designee to bring forth the Strategic Partnership Agreement for approval
after the formation of the Municipal Utility District.
DISCUSSION:
Aperion Communities, LLLP, Eladio Properties, LLLP, and Drooy Properties, LLLP, and Rocksand
Investments, LLLP, (AEDR) are Arizona limited liability partnerships that own and are developing
approximately 2,663 acres in Fort Worth's and Northlake's extraterritorial jurisdiction as a mixed -use
development to be known as "Tradition." The property is in Denton County and is located north of Highway
114 and west of Highway 156. On December 13, 2005, (M&C C-21198) the City Council authorized the City
Manager to enter into contracts for the first 431 acres of this development known as Tradition Municipal
Utility District No. 1 of Denton County. The district was confirmed by the voters on May 12, 2007.
it nar.kPt/RP.nnrl-c/m
Page 2 of 3
On September 12, 2006, (M&C G-15392) the City Council granted conditional consent to Tradition
Municipal Utility District No. 2 of Denton County in response to a petition submitted by AEDR. The intent
was to allow the creation of a "master MUD" that would subsequently be subdivided into smaller tracts
consistent with their development phases. During the 2007 legislative session, H.B. 3182 was approved
and authorized the creation of this district consisting of 1,922.737 acres subject to adoption of a consent
resolution by the Fort Worth City Council.
The attached resolution grants formal consent to the formation of the District and specifically grants to the
District the authority to finance road projects. In addition, it grants the City Manager the authority to execute
the "Agreement Concerning Creation and Operation of Tradition Municipal Utility District No. 2 of Denton
County" (the Consent Agreement). This is the contract between the developer, the District, and the City
governing the issuance of bonds, the construction standards for infrastructure, and the terms of future
annexation.
The other documents listed above, which are available for public inspection and copying in the City
Secretary's Office, can be summarized as follows:
The Development Agreement provides for the enforcement of municipal building codes and establishes
land use and development regulations for the Development. In addition, it imposes Special Regulations to
govern design issues such as block lengths and street right-of-way and sidewalk widths. The Development
will generally be in compliance with development standards within the City limits. The Agreement also
identifies enhancements beyond the City's regulations in terms of amenities, entry features and
landscaping.
The remaining five agreements identified as items b through f above relate to the provision of water and
wastewater facilities and service to the Development. Aqua Utilities is the holder of the Water Certificate of
Convenience and Necessity (CCN) in the Development and are therefore party to several of the
agreements.
Aqua Utilities will provide retail water and wastewater service to the Development. The City will provide
wholesale water service through a wholesale contract similar to those with our customer cities. The provider
for wholesale wastewater service is still under negotiation. The goal of the City and the Developer is to
partner with Trinity River Authority (TRA) and install a new interceptor line from the existing TRA
wastewater treatment facility at Denton Creek. If this occurs, the City will provide wholesale wastewater
service to Aqua Utilities through a wholesale contract and a TRA interceptor line agreement will be brought
to City Council for consideration. If the negotiation of TRA interceptor option is unsuccessful, the Developer
intends to build a package treatment plant to be operated by Aqua Utilities.
The Impact Fee Agreement will allow the City to recover the treatment, pumping and other infrastructure
costs associated with providing water and wastewater service to the Development. Under the Buy -Out
Option Agreement the City has the option to purchase the water and wastewater facilities in the
Development from the District for $10 and become the retail water and wastewater service provider. This
can occur at anytime after 17 years of the first connection to retail water or wastewater utility service within
a District, or within 90 days before the date of annexation of a District by the City. Aqua Utilities will agree
not to contest the application of the City for the CCN for the area within that District.
The Strategic Partnership Agreement will authorize the City to annex acreage within the Development
designated for commercial development for the limited purpose of imposing sales and use tax. This
agreement will be presented to the City Council with the appropriate public hearings after the district is
formally established by election.
This Development will not require the expenditure of City funds or the collection of offsetting revenue for
wholesale services for several years.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that approval of these Agreements will have no immediate material effect on
lret/Rennrtc/mr. mint
Page 3 of 3
City funds. Any effect on expenditures and revenues will be budgeted in future fiscal years.
TO Fund/Account/Centers
Submitted for City Manager's Office bv:
Originating Department Head:
Additional Information Contact:
FROM Fund/Account/Centers
Dale Fisseler (6140)
Fernando Costa (8042)
Susan Alanis (8180)
int