HomeMy WebLinkAboutORD 2026-42 - Preserve at Water Oak PID 2026 SAP (Service and Assessment Plan) Update2026073428 Total Pages: 44
■sit
CERTIFICATE FOR ORDINANCE NO. aQa ra — Li �
THE STATE OF TEXAS §
COUNTY OF WILLIAMSON §
CITY OF GEORGETOWN §
We, the undersigned officers and members of the City of Georgetown, Texas (the "City"),
hereby certify as follows:
1. The City Council of the City convened in REGULAR MEETING ON THE 25th
DAY OF August, 2026, (the "Meeting"), and the roll was called of the duly constituted officers
and members of the City, to -wit:
Josh Schroeder, Mayor
Amanda Parr,
Councilmember
District 1
Doug Noble,
Councilmember
District 2
Ben Butler,
Councilmember
District 3
Ron Garland,
Councilmember
District 4
Kevin Pitts,
Councilmember
District 5
Jake French,
Councilmember District 6
Ben Stewart,
Councilmember District 7
and all of the persons were present, except the following absentees: 'N�" , thus
constituting a quorum. Whereupon, among other business, the following was transacted at the
Meeting: as written
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
GEORGETOWN, TEXAS ("CITY"), AUTHORIZING AN ANNUAL
SERVICE PLAN UPDATE AND AN UPDATE TO THE
ASSESSMENT ROLL FOR THE PRESERVE AT WATER OAK
PUBLIC IMPROVEMENT DISTRICT, IN ACCORDANCE WITH
CHAPTER 372 OF THE TEXAS LOCAL GOVERNMENT CODE;
REPEALING CONFLICTING ORDINANCES AND
RESOLUTIONS; MAKING SUCH OTHER FINDINGS AND
PROVISIONS RELATED TO THE SUBJECT; AND DECLARING
AN EFFECTIVE DATE
was duly introduced for the consideration of the City Council. It was then duly moved and
seconded that the Ordinance be passed on second reading; and, after due discussion, said motion
carrying with it the passage of the Ordinance, prevailed and carried by the following vote:
AYES: CD
NOES: a)
2. A true, full and correct copy of the Ordinance described in the above and foregoing
paragraph is attached to and follows this Certificate; that the Ordinance has been duly recorded in
the City Council's minutes of the Meeting; that the above and foregoing paragraph is a true, full
and correct excerpt from the City Council's minutes of the Meeting pertaining to the passage of the
Ordinance; that the persons named in the above and foregoing paragraph are the duly chosen,
qualified and acting officers and members of the City Council as indicated therein; that each of the
officers and members of the City Council was duly and sufficiently notified officially and
personally, in advance, of the time, place and purpose of the aforesaid Meeting, and that the
Ordinance would be introduced and considered for passage at the Meeting, and each of the officers
and members consented, in advance, to the holding of the Meeting for such purpose; that the Meeting
was open to the public and public notice of the time, place and purpose of the Meeting was given,
all as required by Chapter 551, Texas Government Code, as amended.
3. The Mayor of the City has approved and hereby approves the Ordinance; that the Mayor
and the City Secretary of the City have duly signed the Ordinance; and that the Mayor and the City
Secretary of the City hereby declare that their signing of this Certificate shall constitute the signing
of the attached and following copy of the Ordinance for all purposes.
SIGNED AND SEALED the 25" day of August, 2026.
)�
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City Secreor
US CY
[CITY SEAL]
Georgetown Preserve at Water Oak
PID: Ordinance Cert
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ORDINANCE NO. ;W4 tar+ WZ
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
GEORGETOWN, TEXAS ("CITY"), AUTHORIZING AN ANNUAL
SERVICE PLAN UPDATE AND AN UPDATE TO THE
ASSESSMENT ROLL FOR THE PRESERVE AT WATER OAK
PUBLIC IMPROVEMENT DISTRICT, IN ACCORDANCE WITH
CHAPTER 372 OF THE TEXAS LOCAL GOVERNMENT CODE;
REPEALING CONFLICTING ORDINANCES AND
RESOLUTIONS; MAKING SUCH OTHER FINDINGS AND
PROVISIONS RELATED TO THE SUBJECT; AND DECLARING
AN EFFECTIVE DATE
WHEREAS, the City Council of the City of Georgetown ("City Council") adopted
Resolution No. 121024-6.13 creating the Preserve at Water Oak Public Improvement District on
December 10, 2024 after notice and hearing in accordance with the requirements of the Texas
Local Government Code Chapter 372;
WHEREAS, the City Council adopted Ordinance No. 2025-36 ("Assessment Ordinance")
on July 22, 2025, levying Assessments for costs of Improvements, approving a Service and
Assessment Plan ("SAP"), and approving a Landowner Consent Certificate.
WHEREAS, the City Council has received an update to the SAP ("2026 Annual Service
Plan Update") including an updated Assessment Roll in accordance with Chapter 372 of the Texas
Local Government Code, as amended ("PID Act").
NOW THEREFORE, BE IT ORDAINDED BY THE CITY COUNCIL OF THE
CITY OF GEORGETOWN, TEXAS:
Section 1. The facts and recitations contained in the preamble of this ordinance are
hereby found and declared to be true and correct and are incorporated by reference herein and
expressly made a part hereof, as if copied verbatim.
Section 2. The 2026 Annual Service Plan Update attached hereto as Exhibit A, including
the updated Assessment Roll contained therein, is hereby approved and accepted by the City
Council.
Section 3. All ordinances or resolutions that are in conflict with the provisions of this
ordinance are, and the same are hereby, repealed and all other ordinances or resolutions of the City
not in conflict with the provisions of this ordinance shall remain in full force and effect.
Section 4. If any provision of this ordinance, or application thereof, to any person or
circumstance, shall be held invalid, such invalidity shall not affect the other provisions, or
Ordinance Number: W ti Page I of 2
Description: Preserve at Water Oak PID 2026 SAP Update
Date Approved: i 2026
application thereof, of this ordinance which can be given effect without the invalid provision or
application, and to this end the provisions of this ordinance are hereby declared to be severable.
Section 5. The Mayor is hereby authorized to sign this ordinance and the City Secretary to
attest. This Ordinance shall become effective and be in full force and effect in accordance with
the provisions of the City Charter of the City of Georgetown. .}
PASSED AND APPROVED on First Reading on the I �of (�,Ol .2026.
iv PASSED AND APPROVED on Second Reading on the of &01— .2026.
ATTEST: THU CI Y OF GEORGETOWN
:4
Robyn�Jsmore, City Secretary osh chrgeder, Mayor
Skye asson ity Attorney
Ordinance Number: O#26 -"1AJ�, Page 2 of 2
Description: Preserve at % atcr Oak PID 2026 SAP Update
Date Approved: i UTA;, �L 2026
P?KS
THE PRESERVE AT WATER OAK
PUBLIC IMPROVEMENT DISTRICT
2026 ANNUAL SERVICE PLAN UPDATE
AUGUST 11, 2026
INTRODUCTION
Capitalized terms used in this 2026 Annual Service Plan Update not otherwise defined herein
shall have the meanings set forth in the Service and Assessment Plan (the "SAP").
The District was created pursuant to the PID Act by Resolution No. 121024-6.1) on December 10,
2024, approved by the City Council (the "Governing Body") to finance certain Authorized
Improvements for the benefit of the property in the District.
On July 22, 2025, the Governing Body approved the SAP for the District by adopting Ordinance
No. 2025-36 which (1) approved the levy of certain Assessments for Assessed Property within the
District; and (2) approved the Assessment Roll.
The SAP identified the Authorized Improvements to be constructed for the benefit of the
Assessed Property within the District, the costs of the Authorized Improvements, the
indebtedness to be incurred for the Authorized Improvements, and the manner of assessing the
property in the District for the costs of the Authorized Improvements. Pursuant to the PID Act,
the SAP must be reviewed and updated annually. This document is the Annual Service Plan
Update for 2026.
The Governing Body also adopted each Assessment Roll identifying the Assessments on Parcels
of Assessed Property within the District, based on the method of assessment identified in the
SAP. This 2026 Annual Service Plan Update also updates the Assessment Rolls for 2026.
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT 1
2026 ANNUAL SERVICE PLAN UPDATE
PARCEL SUBDIVISION
The Declaration of Condominium Regime for the Preserve Condominiums was filed and recorded
with the County as document number 2025059202 on July 30, 2025.
See Exhibit C for the Lot Type classification map.
LOT AND HOME SALES
Current ownership within the District is based on information provided by the Developer and
available information and is subject to change as development occurs and property is conveyed.
Updated ownership and development information for Assessments securing PID Bonds may be
available through continuing disclosure filings accessible via the MSRB's EMMA by searching for
the District. For Assessments securing reimbursement obligations to the Developer, the summary
of current ownership within the property securing such Assessment is based on information
provided by the Developer and other publicly available records. See Exhibit D for buyer
disclosures.
AUTHORIZED IMPROVEMENTS
A summary of the Authorized Improvements, including the original estimated costs of the
Authorized Improvements and allocation of such costs, is provided in the SAP. The Authorized
Improvements and estimated costs as described in the SAP are for Assessment purposes and do
not represent a guarantee of construction timing or Actual Costs.
Information regarding the status of Authorized Improvements, including construction progress,
estimated completion timing, and budget information, including any updates to the original
estimates of costs, is based on information provided by the Developer and other available project
information at the time such information is compiled. Such information may be updated from
time to time.
OUTSTANDING ASSESSMENT
The District has an outstanding Assessment of $4,259,000.00.
Information for Assessments securing PID Bonds may be available through continuing disclosure
filings accessible via EMMA website by searching for the District. For Assessments securing
reimbursement obligations to the Developer, the summary of current construction status within
the property securing such Assessment is based on information provided by the Developer and
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT 2
2026 ANNUAL SERVICE PLAN UPDATE
other publicly available records. A reimbursement schedule is attached as Exhibit B.
ANNUAL INSTALLMENT DUE 1/31/2027
■ Principal and Interest — The total principal and interest required for the Annual
Installment is shown below.
Principal $ 92,000.00
Interest $ 255,540.00
Administrative Expenses $ 45,680.00
Total Annual Installment $ 393,220.00
■ Annual Collection Costs —The cost of administering the District shall be paid for on a pro
rata basis by each Parcel based on the amount of outstanding Assessment remaining on
the Parcel. The total Annual Collection Costs budgeted for the Annual Installment is
shown below.
P3 Works Administration
$18,360.00
City Auditor
$
2,500.00
City Administration
$10,000.00
Filing Fees
$
1,000.00
County Collection
$
1,000.00
PID Trustee Fees
$
-
P3Works Dev/Issuer CDA Review
$
3,910.00
Past Due P3 Works, LLC Invoices
$
3,910.00
Collection Cost Maintenance Balance
$
5,000.00
Less CCMB Credit from Prior Years
$
-
Arbitrage Calculation
$
-
Total Administrative Expenses
$
45,680.00
PREPAYMENT OF ASSESSMENTS
Information regarding any full or partial Prepayments of the Assessments are reflected in the
corresponding Assessment Roll.
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT 3
2026 ANNUAL SERVICE PLAN UPDATE
SERVICE PLAN — FIVE YEAR BUDGET FORECAST
The PID Act requires the annual indebtedness and projected costs for the Authorized
Improvements to be reviewed and updated in the Annual Service Plan Update, and the projection
shall cover a period of not less than five years, and is included below:
t...
J_.
Principal
5
92,000.00
$ 97,000.00
$
102,000.00
5 107,ODO.00
$ 113,000.00
Interest
255,540.00
250,020.00
244,200.00
238,080.00
231,660.00
(1)
$
347,540.00
$ 347,020.00
$
346,200.00
$ 345,080.00
$ 344,660.00
Annual Collection Costs
(2)
$
45,680.00
$ 41,493.60
$
42,323.47
$ 43,169.94
$ 44,033.34
AdditionallnterestM
(3)
$
-
$ -
$
-
$ -
$ -
Total Annual Installment (4)=(1)+(2)+(3) $ 393,220.00 $ 388,513.60 $ 388,523.47 $ 388,249.94 $ 398,693.34
[a] If PID Bonds are issued, Additional Interest will be charged and collected.
ASSESSMENT ROLL
The list of current Parcels or Lots within the District, the corresponding total Assessments, and
current Annual Installment are shown on the corresponding Assessment Roll attached hereto as
Exhibit A. The Annual Installment due on each Parcel or Lot may be updated to reflect
prepayments and/or redemptions paid prior to the Annual Installment being billed to the owner
of the Parcel or Lot. The Parcels or Lots of Assessed Property shown on the corresponding
Assessment Roll will receive the bills for the 2026 Annual Installments which will be delinquent if
not paid by January 31, 2027. The Parcel IN shown within an Assessment Roll are subject to
change based on the final certified rolls provided by the County prior to billing.
ADDITIONAL INFORMATION
If the owner of a Parcel claims that an error has been made in any Assessment Roll required by
the SAP, a prior Annual Service Plan Update, or this 2026 Annual Service Plan Update, the owner's
sole and exclusive remedy shall be to submit a written notice of error to the Administrator (at
admin@p3-works.com) by December 1st of the year in connection with the approval of such
year's Annual Service Plan Update. Otherwise, the owner shall be deemed to have
unconditionally approved and accepted the Annual Service Plan Update. The Administrator shall
provide a written response to the Governing Body and the owner not later than 30 days after
receipt of such written notice of error by the Administrator. The Governing Body shall consider
the owner's notice of error and the Administrator's response at a public meeting, and, not later
than 30 days after closing such meeting, the Governing Body shall make a final determination as
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT 4
2026 ANNUAL SERVICE PLAN UPDATE
to whether an error has been made. If the Governing Body determines that an error has been
made, the Governing Body shall take such corrective action as is authorized by the PID Act, this
2026 Annual Service Plan Update, the applicable Assessment Ordinance, the applicable
Indenture, or as otherwise authorized by the discretionary power of the Governing Body. The
determination by the Governing Body as to whether an error has been made, and any corrective
action taken by the Governing Body shall be final and binding on the owner and the
Administrator.
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT 5
2026 ANNUAL SERVICE PLAN UPDATE
EXHIBIT A - ASSESSMENT ROLL
R679332
1 1
18
Unit 18
9,162
OR
$ 22,869 77
R679331
1
17
Unit 17
8,977
S 242,702 81
$ 22,407.99
R679316
3
16
Unit 16101
1,463
$ 27,687.64
S 2,556 31
R679317
3
16
Unit 16102
1,431
$ 27,092.03
$ 2,500.40
R679318
3
16
Unit 16103
2,014
$ 38,115.45
$ 3,51908
R679319
3
16
Unit 16104
1,986
$ 37,585.55
$ 3,470.15
R679320
3
16
Unit 16105
1,430
$ 27,063.11
$ 2,498.65
R679321
3
16
Unit 16106
1,461
$ 27,64979
$ 2,552.82
R679322
3
16
Unit 16201
847
$ 16,029 69
$ 1,479.97
R679323
3
16
Unit 16202
90o
$ 17,032.72
$ 1,572.58
R679324
3
16
Unit 16203
617
$ 11,676.88
$ 1,07909
R679325
3
16
Unit 16204
647
S 12,24464
5 1,130.51
R679326
3
16
Unit 16205
1,209
$ 22,88063
S 2,112.50
R679327
3
16
Unit 16206
1,209
S 22,88063
S 2,11250
R679328
3
16
Unit 16207
1,319
$ 24,962.40
$ 2,30470
R679329
3
16
Unit 16208
1,045
$ 19,776.99
$ 1,825.94
R679330
3
16
Unit 16209
869
$ 16,446.04
$ 1,518.41
R679308
4
4
Unit 4101
2,507
$ 48,951.81
$ 4,519.57
R679309
4
4
Unit 4102
2,032
$ 39,676 94
$ 3,663.25
R679310
4
4
Unit 4103
2,469
$ 48,209.82
$ 4,451.06
R679311
4
5
Unit 5101
2,600
$ 50,767.73
$ 4,687.22
R679312
4
5
Unit 5102
1,388
S 27,102.16
$ 2,502,26
R679313
4
5
Unit 5103
1,394
$ 27,219.32
$ 2,513.07
R679314
4
5
Unit 5104
1,289
S 25,169.08
$ 2,323.79
R679315
4
5
Unit 5105
1,318
$ 25,73534
$ 2,376.06
R679307
Remainder Parcel
N/A
N/A
157.050
$ 3,126,646.46
S 288.673 39
Total
208,633
$ 4,259,000.00
$ 393.220.00
[a] Property IDs preliminary and subject to change based on final certified rolls provided by the County prior to billing
[b] The Annual Installment due on each Parcel or Lot may be updated to reflect prepayments and/or redemptions paid prior to the Annual Installment being
billed to the owner of the Parcel or Lot
[c] Totals may not add or match the Service Plan or Improvement Area #1 Annual Installment Schedule due to rounding or prepayments.
[d] The Developer has an obligation to build the square footage above for each Unit. Should the square footage change, a mandatory prepayment may be
required.
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT
2026 ANNUAL SERVICE PLAN UPDATE
EXHIBIT B -REIMBURSEMENT SCHEDULE
2027
92,000.00
255,540.00
- 45,680.00
393,220.00
2028
97,000.00
250,020.00
- 41,493.60
388,513.60
2029
102,000.00
244,200.00
- 42,323.47
388,523.47
2030
107,000.00
238,080.00
- 43,169.94
388,249.94
2031
113,000.00
231,660.00
- 44,033.34
388,693.34
2032
119,000.00
224,880.00
- 44,914.01
388,794.01
2033
125,000.00
217,740.00
45,812.29
388,552.29
2034
131,000.00
210,240.00
46,728.53
387,968.53
2035
138,000.00
202,380.00
47,663.10
388,043.10
2036
146,000.00
194,100.00
48,616.37
388,716.37
2037
153,000.00
185,340.00
49,588.69
387,928.69
2038
161,000.00
176,160.00
50,580.47
387,740.47
2039
170,000.00
166,500.00
51,592.08
388,092.08
2040
179,000.00
156,300.00
52,623.92
387,923.92
2041
189,000.00
145,560.00
53,676.40
388,236.40
2042
199,000.00
134,220.00
- 54,749.92
387,969.92
2043
210,000.00
122,280.00
55,844.92
388,124.92
2044
221,000.00
109,680.00
56,961.82
387,641.82
2045
233,000.00
96,420.00
- 58,101.06
387,521.06
2046
246,000.00
82,440.00
59,263.08
387,703.08
2047
260,000.00
67,680.00
60,448.34
388,128.34
2048
274,000.00
52,080.00
61,657.31
387,737.31
2049
289,000.00
35,640.00
62,890.45
387,530.45
2050
305,000.00
18,300.00
64,148.26
387,448.26
Total
$ 4,259,000.00
$ 3,827,440.00 $
- $ 1,242,561.37
$
9,319,001.37
[a] Interest is calculated at a rate of 6.00% which is less than 2% above the 30-year Municipal Market Data
Index, which was 4.54% as of June 20, 2025, as required by the PID Act. If PID Bonds are issued, the interest
rate on the Assessment will adjust to the interest rate on the Bonds plus Additional Interest.
[b] If PID Bonds are issued, Additional Interest will be charged and collected.
the interest rates on the bonds plus Additional Interest at bond sale be higher than the Reimbursement
Obligation rate.
[d] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes
in Annual Collection Costs, reserve fund requirements, interest earnings, or other available offsets could
increase or decrease the amounts shown.
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT 7
2026 ANNUAL SERVICE PLAN UPDATE
EXHIBIT C — LOT TYPE CLASSIFICATION MAP
C 75 150
C % 1
CO m al
mercial I I•
11►
I f OF O
lice
Dis
trict
POTENTIAL OUTDOOR SEATING AREA,
GATHERING SPACE OR PICNIC AREA a
The Preserve at Water Oak
O.M. Development
June 18, 2020
'03 E hIA1\ STREET. SUITE 204
ROLND ROCK, TEXAS 79664
512-344-4664
TBPE FIRM OF-14351
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT RECORDERS MEMORANDUM 8
2026 ANNUAL SERVICE PLAN UPDATE All or parts of the text on this page was
not clearly legible for satisfactory
recordation
EXHIBIT D - BUYER DISCLOSURES
Buyer disclosures for the following Lot Types are found in this Exhibit:
o Lot Type 1
o Lot Type 2
o Lot Type 3
o Lot Type 4
o Remainder Parcel
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT
2026 ANNUAL SERVICE PLAN UPDATE
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT - LOT TYPE 1 BUYER
DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.0035), or Chapter 382, Local
Government Code, shall first give to the purchaser of the property this written notice, signed by the
seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a
deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at
a sale conducted under a power of sale under a deed of trust or a sale under a
court -ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's estate,
guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the real
property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be filed
in the real property records of the county in which the property is located at the closing of the
purchase and sale of the property.
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
GEORGETOWN, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
LOT TYPE 1 PRINCIPAL ASSESSMENT: $27.04 per Square Foot "inclusive of common
area allocation"
As the purchaser of the real property described above, you are obligated to pay assessments
to the City of Georgetown, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Preserve at Water Oak Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE
ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL
INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE
AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND
DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Georgetown. The
exact amount of each annual installment will be approved each year by the Georgetown City
Council in the annual service plan update for the district. More information about the assessments,
including the amounts and due dates, may be obtained from the City of Georgetown.
' To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
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:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
SIGNATURE OF PURCHASER
STATE OF TEXAS
COUNTY OF WILLIAMSON
DATE:
SIGNATURE OF PURCHASER
The foregoing instrument was acknowledged before me by
and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this .20
Notary Public, State of Texas]'
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS
COUNTY OF WILLIAMSON
DATE:
SIGNATURE OF SELLER
The foregoing instrument was acknowledged before me by and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this
Notary Public, State of Texas]4
_ , 20_.
a To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Williamson County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - LOT TYPE 1
2027
0.58
1.62
- 0.29
2.50
2028
0.62
1.59
- 0.26
2.47
2029
0.65
1.55
- 0.27
2.47
2030
0.68
1.51
- 0.27
2.46
2031
0.72
1.47
- 0.28
2.47
2032
0.76
1.43
- 0.29
2.47
2033
0.79
1.38
0.29
2.47
2034
0.83
1.33
0.30
2.46
2035
0.88
1.28
0.30
2.46
2036
0.93
1.23
0.31
2.47
2037
0.97
1.18
- 0.31
2.46
2038
1.02
1.12
0.32
2.46
2039
1.08
1.06
0.33
2.46
2040
1.14
0.99
0.33
2.46
2041
1.20
0.92
0.34
2.46
2042
1.26
0.85
0.35
2.46
2043
1.33
0.78
0.35
2.46
2044
1.40
0.70
0.36
2.46
2045
1.48
0.61
0.37
2.46
2046
1.56
0.52
0.38
2.46
2047
1.65
0.43
0.38
2.46
2048
1.74
0.33
0.39
2.46
2049
1.83
0.23
0.40
2.46
2050
1 1.94
0.12
- 0.41
2.46
Total
1 $ 27.04 $
24.23 $
- $ 7.89
$
59.16
[a] Interest is calculated at a rate of 6.00% which is less than 2% above the 30-year Municipal
Market Data Index, which was 4.54% as of June 20, 2025, as required by the PID Act. If PID Bonds
are issued, the interest rate on the Assessment will adjust to the interest rate on the Bonds plus
Additional Interest.
[b] If PID Bonds are issued, Additional Interest will be charged and collected.
[c] The Bond Par shall be reduced to ensure the fixed PID Tax Rate Equivalent of $0.55 isn't
exceeded should the interest rates on the bonds plus Additional Interest at bond sale be higher
than the Reimbursement Obligation rate.
[d] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings, or
other available offsets could increase or decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT - LOT TYPE 2 BUYER
DISCLOSURE I
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.0035), or Chapter 382, Local
Government Code, shall first give to the purchaser of the property this written notice, signed by the
seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a
deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at
a sale conducted under a power of sale under a deed of trust or a sale under a
court -ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's estate,
guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the real
property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be filed
in the real property records of the county in which the property is located at the closing of the
purchase and sale of the property.
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
GEORGETOWN, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
LOT TYPE 2 PRINCIPAL ASSESSMENT: $34.25 per Square Foot "inclusive of common
area allocation"
As the purchaser of the real property described above, you are obligated to pay assessments
to the City of Georgetown, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Preserve at Water Oak Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE
ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL
INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE
AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND
DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Georgetown. The
exact amount of each annual installment will be approved each year by the Georgetown City
Council in the annual service plan update for the district. More information about the assessments,
including the amounts and due dates, may be obtained from the City of Georgetown.
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.
' To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
SIGNATURE OF PURCHASER
DATE:
SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS §
COUNTY OF WILLIAMSON
The foregoing instrument was acknowledged before me by
and
known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this , 20_.
Notary Public, State of Texas]'
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS
0
COUNTY OF WILLIAMSON
DATE:
SIGNATURE OF SELLER
The foregoing instrument was acknowledged before me by .and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this , 20_
Notary Public, State of Texas]'
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Williamson County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - LOT TYPE 2
2027
0.74
2.05
- 0.37
3.16
2028
0.78
2.01
- 0.33
3.12
2029
0.82
1.96
- 0.34
3.12
2030
0.86
1.91
0.35
3.12
2031
0.91
1.86
- 0.35
3.13
2032
0.96
1.81
- 0.36
3.13
2033
1.01
1.75
- 0.37
3.12
2034
1.05
1.69
- 0.38
3.12
2035
1.11
1.63
- 0.38
3.12
2036
1.17
1.56
0.39
3.13
2037
1.23
1.49
0.40
3.12
2038
1.29
1.42
0.41
3.12
2039
1.37
1.34
- 0.41
3.12
2040
1.44
1.26
0.42
3.12
2041
1.52
1.17
- 0.43
3.12
2042
1.60
1.08
0.44
3.12
2043
1.69
0.98
0.45
3.12
2044
1.78
0.88
0.46
3.12
2045
1.87
0.78
0.47
3.12
2046
1.98
0.66
0.48
3.12
2047
2.09
0.54
0.49
3.12
2048
2.20
0.42
0.50
3.12
2049
2.32
0.29
0.51
3.12
2050
2.45
0.15
0.52
3.12
Total
$
34.25 $
30.70 $
- $ 9.99
$
74.93
[a] Interest is calculated at a rate of 6.00% which is less than 2% above the 30-year Municipal
Market Data Index, which was 4.54% as of June 20, 2025, as required by the PID Act. If PID Bonds
are issued, the interest rate on the Assessment will adjust to the interest rate on the Bonds plus
Additional Interest.
[b] If PID Bonds are issued, Additional Interest will be charged and collected.
[c] The Bond Par shall be reduced to ensure the fixed PID Tax Rate Equivalent of $0.55 isn't
exceeded should the interest rates on the bonds plus Additional Interest at bond sale be higher
than the Reimbursement Obligation rate.
[d] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings, or other
available offsets could increase or decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
P
RESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT - LOT TYPE 3 BUYER
DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.0035), or Chapter 382, Local
Government Code, shall first give to the purchaser of the property this written notice, signed by the
seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a
deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at
a sale conducted under a power of sale under a deed of trust or a sale under a
court -ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's estate,
guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the real
property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be filed
in the real property records of the county in which the property is located at the closing of the
purchase and sale of the property.
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
GEORGETOWN, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
LOT TYPE 3 PRINCIPAL ASSESSMENT: $18.93 per Square Foot "inclusive of common
area allocation"
As the purchaser of the real property described above, you are obligated to pay assessments
to the City of Georgetown, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Preserve at Water Oak Public Improvement District (the 'District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE
ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL
INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE
AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND
DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Georgetown. The
exact amount of each annual installment will be approved each year by the Georgetown City
Council in the annual service plan update for the district. More information about the assessments,
including the amounts and due dates, may be obtained from the City of Georgetown.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
SIGNATURE OF PURCHASER
DATE:
SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER]'
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS
COUNTY OF WILLIAMSON
The foregoing instrument was acknowledged before me by and
known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this , 20_
Notary Public, State of Texas]'
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS
COUNTY OF WILLIAMSON §
DATE:
SIGNATURE OF SELLER
The foregoing instrument was acknowledged before me by and
known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this , 20
Notary Public, State of Texas]'
a To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Williamson County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - LOT TYPE 3
2027
0.41
1.14
- 0.20
1.75
2028
0.43
1.11
- 0.18
1.73
2029
0.45
1.09
0.19
1.73
2030
0.48
1.06
0.19
1.73
2031
0.50
1.03
0.20
1.73
2032
0.53
1.00
0.20
1.73
2033
0.56
0.97
0.20
1.73
2034
0.58
0.93
0.21
1.72
2035
0.61
0.90
0.21
1.72
2036
0.65
0.86
0.22
1.73
2037
0.68
0.82
0.22
1.72
2038
0.72
0.78
0.22
1.72
2039
0.76
0.74
0.23
1.72
2040
0.80
0.69
0.23
1.72
2041
0.84
0.65
0.24
1.73
2042
0.88
0.60
0.24
1.72
2043
0.93
0.54
0.25
1.72
2044
0.98
0.49
0.25
1.72
2045
1.04
0.43
0.26
1.72
2046
1.09
0.37
0.26
1.72
2047
1.16
0.30
0.27
1.72
2048
1.22
0.23
0.27
1.72
2049
1.28
0.16
0.28
1.72
2050
1.36
0.08
0.29
1.72
Total
$
18.93 $
16.96 $
- $ 5.52
$
41.41
[a] Interest is calculated at a rate of 6.00% which is less than 2% above the 30-year Municipal
Market Data Index, which was 4.54% as of June 20, 2025, as required by the PID Act. If PID Bonds
are issued, the interest rate on the Assessment will adjust to the interest rate on the Bonds plus
Additional Interest.
[b] If PID Bonds are issued, Additional Interest will be charged and collected.
[c] The Bond Par shall be reduced to ensure the fixed PID Tax Rate Equivalent of $0.55 isn't
exceeded should the interest rates on the bonds plus Additional Interest at bond sale be higher than
the Reimbursement Obligation rate.
[d] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings, or other
available offsets could increase or decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT - LOT TYPE 4 BUYER
DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.0035), or Chapter 382, Local
Government Code, shall first give to the purchaser of the property this written notice, signed by the
seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a
deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at
a sale conducted under a power of sale under a deed of trust or a sale under a
court -ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's estate,
guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the real
property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be filed in
the real property records of the county in which the property is located at the closing of the purchase
and sale of the property.
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
GEORGETOWN, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
LOT TYPE 4 PRINCIPAL ASSESSMENT: $19.53 per Square Foot "inclusive of common
area allocation"
As the purchaser of the real property described above, you are obligated to pay assessments
to the City of Georgetown, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Preserve at Water Oak Public Improvement District (the 'District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE
ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL
INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE
AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND
DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Georgetown. The
exact amount of each annual installment will be approved each year by the Georgetown City
Council in the annual service plan update for the district. More information about the assessments,
including the amounts and due dates, may be obtained from the City of Georgetown.
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.
I To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLER
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS
COUNTY OF WILLIAMSON
The foregoing instrument was acknowledged before me by and
known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this 20
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS
COUNTY OF WILLIAMSON
DATE:
SIGNATURE OF SELLER
The foregoing instrument was acknowledged before me by and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this , 20_.
Notary Public, State of Texas]4
4 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Williamson County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - LOT TYPE 4
2027
0.42
1.17
0.21
1.80
2028
0.44
1.15
0.19
1.78
2029
0.47
1.12
0.19
1.78
2030
0.49
1.09
0.20
1.78
2031
0.52
1.06
0.20
1.78
2032
0.55
1.03
0.21
1.78
2033
0.57
1.00
0.21
1.78
2034
0.60
0.96
0.21
1.78
2035
0.63
0.93
0.22
1.78
2036
0.67
0.89
0.22
1.78
2037
0.70
0.85
- 0.23
1.78
2038
0.74
0.81
0.23
1.78
2039
0.78
0.76
0.24
1.78
2040
0.82
0.72
0.24
1.78
2041
0.87
0.67
0.25
1.78
2042
0.91
0.62
0.25
1.78
2043
0.96
0.56
0.26
1.78
2044
1.01
0.50
0.26
1.78
2045
1.07
0.44
0.27
1.78
2046
1.13
0.38
0.27
1.78
2047
1.19
0.31
- 0.28
1.78
2048
1.26
0.24
0.28
1.78
2049
1.32
0.16
0.29
1.78
2050
1.40
0.08
0.29
1.78
Total
$
19.53 $
17.50 $
- $ 5.70
$
42.72
[a] Interest is calculated at a rate of 6.00% which is less than 2% above the 30-year Municipal
Market Data Index, which was 4.54% as of June 20, 2025, as required by the PID Act. If PID Bonds
are issued, the interest rate on the Assessment will adjust to the interest rate on the Bonds plus
Additional Interest.
[b] If PID Bonds are issued, Additional Interest will be charged and collected.
[c] The Bond Par shall be reduced to ensure the fixed PID Tax Rate Equivalent of $0.55 isn't
exceeded should the interest rates on the bonds plus Additional Interest at bond sale be higher than
the Reimbursement Obligation rate.
[d] The figures shown above are estimates only and subject to change in Annual Service Plan
Updates. Changes in Annual Collection Costs, reserve fund requirements, interest earnings, or other
available offsets could increase or decrease the amounts shown.
Annual Installment Schedule to Notice
of Obligation to Pay Improvement District Assessment
PRESERVE AT WATER OAK PUBLIC IMPROVEMENT DISTRICT - REMAINDER PARCEL
BUYER DISCLOSURE
NOTICE OF OBLIGATIONS RELATED TO PUBLIC IMPROVEMENT DISTRICT
A person who proposes to sell or otherwise convey real property that is located in a public
improvement district established under Subchapter A, Chapter 372, Local Government Code
(except for public improvement districts described under Section 372.0035), or Chapter 382, Local
Government Code, shall first give to the purchaser of the property this written notice, signed by the
seller.
For the purposes of this notice, a contract for the purchase and sale of real property having a
performance period of less than six months is considered a sale requiring the notice set forth below.
This notice requirement does not apply to a transfer:
1) under a court order or foreclosure sale;
2) by a trustee in bankruptcy;
3) to a mortgagee by a mortgagor or successor in interest or to a beneficiary of a
deed of trust by a trustor or successor in interest;
4) by a mortgagee or a beneficiary under a deed of trust who has acquired the land at
a sale conducted under a power of sale under a deed of trust or a sale under a
court -ordered foreclosure or has acquired the land by a deed in lieu of foreclosure;
5) by a fiduciary in the course of the administration of a decedent's estate,
guardianship, conservatorship, or trust;
6) from one co-owner to another co-owner of an undivided interest in the real
property;
7) to a spouse or a person in the lineal line of consanguinity of the seller;
8) to or from a governmental entity; or
9) of only a mineral interest, leasehold interest, or security interest
The following notice shall be given to a prospective purchaser before the execution of a binding
contract of purchase and sale, either separately or as an addendum or paragraph of a purchase
contract. In the event a contract of purchase and sale is entered into without the seller having
provided the required notice, the purchaser, subject to certain exceptions, is entitled to terminate
the contract.
A separate copy of this notice shall be executed by the seller and the purchaser and must be filed
in the real property records of the county in which the property is located at the closing of the
purchase and sale of the property.
AFTER RECORDING' RETURN TO:
NOTICE OF OBLIGATION TO PAY IMPROVEMENT DISTRICT ASSESSMENT TO
GEORGETOWN, TEXAS
CONCERNING THE FOLLOWING PROPERTY
PROPERTY ADDRESS
REMAINDER PARCEL PRINCIPAL ASSESSMENT: $3,126,646.46
As the purchaser of the real property described above, you are obligated to pay assessments
to the City of Georgetown, Texas, for the costs of a portion of a public improvement or services
project (the "Authorized Improvements") undertaken for the benefit of the property within The
Preserve at Water Oak Public Improvement District (the "District") created under Subchapter A,
Chapter 372, Local Government Code.
AN ASSESSMENT HAS BEEN LEVIED AGAINST YOUR PROPERTY FOR THE
AUTHORIZED IMPROVEMENTS, WHICH MAY BE PAID IN FULL AT ANY TIME. IF THE
ASSESSMENT IS NOT PAID IN FULL, IT WILL BE DUE AND PAYABLE IN ANNUAL
INSTALLMENTS THAT WILL VARY FROM YEAR TO YEAR DEPENDING ON THE
AMOUNT OF INTEREST PAID, COLLECTION COSTS, ADMINISTRATIVE COSTS, AND
DELINQUENCY COSTS.
The exact amount of the assessment may be obtained from the City of Georgetown. The
exact amount of each annual installment will be approved each year by the Georgetown City
Council in the annual service plan update for the district. More information about the assessments,
including the amounts and due dates, may be obtained from the City of Georgetown.
Your failure to pay any assessment or any annual installment may result in penalties and
interest being added to what you owe or in a lien on and the foreclosure of your property.
1 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County when updating for the Current
Information of Obligation to Pay Improvement District Assessment.
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
The undersigned seller acknowledges providing this notice to the potential purchaser before
the effective date of a binding contract for the purchase of the real property at the address described
above.
DATE:
SIGNATURE OF SELLER
DATE:
SIGNATURE OF SELLERf
2 To be included in copy of the notice required by Section 5.014, Tex. Prop. Code, to be executed by seller in accordance
with Section 5.014(a-1), Tex. Prop. Code.
Signature Page to Initial Notice
of Obligation to Pay Improvement District Assessment
[The undersigned purchaser acknowledges receipt of this notice before the effective date of
a binding contract for the purchase of the real property at the address described above. The
undersigned purchaser acknowledged the receipt of this notice including the current information
required by Section 5.0143, Texas Property Code, as amended.
DATE:
DATE:
SIGNATURE OF PURCHASER SIGNATURE OF PURCHASER
STATE OF TEXAS
COUNTY OF WILLIAMSON
The foregoing instrument was acknowledged before me by _ and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the purposes
therein expressed.
Given under my hand and seal of office on this 20
Notary Public, State of Texas]3
3 To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the closing
of the purchase and sale and to be recorded in the deed records of Williamson County.
Purchaser Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
[The undersigned seller acknowledges providing a separate copy of the notice required
by Section 5.014 of the Texas Property Code including the current information required by
Section 5.0143, Texas Property Code, as amended, at the closing of the purchase of the real
property at the address above.
DATE:
SIGNATURE OF SELLER
STATE OF TEXAS
COUNTY OF WILLIAMSON
DATE:
SIGNATURE OF SELLER
The foregoing instrument was acknowledged before me by and
, known to me to be the person(s) whose name(s) is/are subscribed to the
foregoing instrument, and acknowledged to me that he or she executed the same for the
purposes therein expressed.
Given under my hand and seal of office on this , 20 .
Notary Public, State of Texas]4
° To be included in separate copy of the notice required by Section 5.0143, Tex. Prop. Code, to be executed at the
closing of the purchase and sale and to be recorded in the deed records of Williamson County.
Seller Signature Page to Final Notice with Current Information
of Obligation to Pay Improvement District Assessment
ANNUAL INSTALLMENTS - REMAINDER PARCEL
2027
67,539.67
187,598.79
- 33,534.92
288,673.38
2028
71,210.31
183,546.41
30,461.57
285,218.28
2029
74,880.94
179,273.79
31,070.80
285,225.53
2030
78,551.58
174,780.93
31,692.22
285,024.72
2031
82,956.34
170,067.84
32,326.06
285,350.24
2032
87,361.10
165,090.46
32,972.58
285,424.14
2033
91,765.86
159,848.79
- 33,632.03
285,246.69
2034
96,170.62
154,342.84
34,304.67
284,818.14
2035
101,309.51
148,572.60
34,990.77
284,872.88
2036
107,182.53
142,494.03
35,690.58
285,367.14
2037
112,321.42
136,063.08
36,404.39
284,788.89
2038
118,194.43
129,323.79
37,132.48
284,650.71
2039
124,801.57
122,232.13
37,875.13
284,908.83
2040
131,408.71
114,744.03
- 38,632.63
284,785.38
2041
138,749.98
106,859.51
39,405.29
285,014.78
2042
146,091.25
98,534.51
40,193.39
284,819.16
2043
154,166.65
89,769.04
- 40,997.26
284,932.95
2044
162,242.04
80,519.04
41,817.20
284,578.29
2045
171,051.57
70,784.52
42,653.55
284,489.63
2046
180,595.22
60,521.42
43,506.62
284,623.26
2047
190,872.99
49,685.71
44,376.75
284,935.45
2048
201,150.77
38,233.33
45,264.29
284,648.39
2049
212,162.67
26,164.28
46,169.57
284,496.53
2050
223,908.70
13,434.52
- 47,092.96
284,436.19
Total
$ 3,126,646.46
$ 2,902,485.38 $
- $ 912,197.72
$
6,941,329.56
[a] Interest is calculated at a rate of 6.00% which is less than 2% above the 30-year Municipal Market Data
Index, which was 4.54% as of June 20, 2025, as required by the PID Act. If PID Bonds are issued, the interest
rate on the Assessment will adjust to the interest rate on the Bonds plus Additional Interest.
[b] If PID Bonds are issued, Additional Interest will be charged and collected.
[c] The Bond Par shall be reduced to ensure the fixed PID Tax Rate Equivalent of $0.55 isn't exceeded should
the interest rates on the bonds plus Additional Interest at bond sale be higher than the Reimbursement
Obligation rate.
[d] The figures shown above are estimates only and subject to change in Annual Service Plan Updates. Changes
in Annual Collection Costs, reserve fund requirements, interest earnings, or other available offsets could
increase or decrease the amounts shown.
r�.(.`n;
FILED AND RECORDED
OFFICIAL PUBLIC RECORDS 2026073428
Fee: $201.00
08/31/2026 09:42 AM OSALINAS
?,
�ayyor� Nancy E. Rister, County Clerk
Williamson County, Texas