HomeMy WebLinkAbout2013.07.09_Worksession AgendaPUBLIC NOTICE OF THE JOINT MEETING OF THE
OWASSO CITY COUNCIL, OPWA, AND OPGA
TYPE OF MEETING:
DATE:
TIME:
PLACE:
Regular
July 9, 2013
6:00 P.M.
Old Central Building
109 N. Birch
RECEIVE:.
IJUL 0 � 7013
City Clerk's Office
Notice and agenda filed in the office of the City Clerk and posted on the City Hall bulletin board
at 6:00 PM on Friday, July 5, 2013.
Sherry Bisho , City Clerk off
AGENDA
1. Call to Order
Mayor Doug Bonebrake
2. Discussion Relating to OWRB Financing - Ranch Creek Interceptor
Rick Smith with Municipal Finance Services will review OWRB financing.
3. Discussion Relating to the Code of Ethics /Conflict of Interest for Employees
This item was placed on the agenda by Councilor Charlie Brown.
4. Discussion Relating to the Mayor's Appointments to Boards and Commissions
5. Discussion Relating to Administrative Items
Ms. Bishop
Attachment #5
A. Water Rate Increase
6. Discussion Relating to Operational Items
Mr. Lehr
Attachment #6
A. Annexation - Mingo Road (E 96th St N & E 1 16th St N)
B. Annexation - Cornerstone Hardware (116th St. N & 129th E Ave)
C. 98 PUD Amendment
D. Adoption of Updated State Building Codes
Owasso City Council
July 9, 2013
Page 2
7. Discussion Relating to City Manager Items
Mr. Lehr
Attachment #7
A. First Bank Building Purchase
B. City Manager Hiring Process
C. City Manager Report
Gathering on Main Street
Special Events Permit
Sales Tax Report
8. Consideration and appropriate action relating to a request for an executive session for the
purpose of discussing personnel matters relating to the Office of the City Attorney, such
executive session provided for in O.S. 25, Section 307(6)(1)
9. Report from City Councilors
10. Adjournment
Amok
OThe City Wi?n,
Limits.
TO: The Honorable Chairman and Trustees
Owasso Public Works Authority
FROM: Linda Jones
Finance Director
SUBJECT: Water Rate Increase
DATE: July 5, 2013
BACKGROUND:
The Owasso Public Works Authority purchases treated water from the City of Tulsa. On March 27,
2013, the City of Tulsa notified Owasso of a water rate increase effective October 1, 2013. Rates
for water purchased by the OPWA from the City of Tulsa will increase from $2.77 to $2.96 per
1,000 gallons. Tulsa water is delivered to Owasso through three master meters. The monthly
meter charge will also increase from $420.61 to $450.05 for a monthly meter fee increase of
$29.44.
In order for the City to recover the increased cost of service, staff proposes a rate increase of
nineteen cents per thousand gallons of water usage to customers inside the city limits plus the
respective monthly increase based on the size of meter. Staff further proposes that rates for
customers outside the city limits continue to be 20% more than rates for customers within the city
limits in accordance with the previous OPWA resolution establishing the different rate structures
for customers outside the city limits.
The proposed minimum volume charge per 1,000 gallons of water usage would increase from
$4.62 to $4.81 for customers inside the city. The monthly cost of the proposed rate increase to a
city customer who uses 7,000 gallons of water with a 3/4" meter would be $1.33 per month or
$15.96 per year, an amount equal to the Tulsa rate increase. The proposed increase for rural
customers using 7,000 gallons per month would be $1.61 or $19.32 per year.
The OPWA resolution also includes new language specific to the usage of metered water from a
fire hydrant. A hydrant meter is typically used by commercial contractors to fill a water tank for
use on construction projects.
Rate changes require the approval of the Owasso Public Works Authority and the Owasso City
Council through Trustee Resolution and City Council Ordinance.
PROPOSED ACTION:
Staff intends to recommend approval of an ordinance by the City Council and a resolution by
the OPWA Trustees increasing the water rates to be effective October 1, 2013.
ATTACHMENTS:
A. Draft Ordinance
B. Draft OPWA Resolution
C. Letter from City of Tulsa
ORDINANCE NO. 1023
CITY OF OWASSO, OKLAHOMA
AN ORDINANCE ADOPTING AND APPROVING THE WATER RATES AS SET BY THE OWASSO
PUBLIC WORKS AUTHORITY PURSUANT TO RESOLUTION NO. 2013 -04 OF SAID BODY; AND
AMENDING PART 17 UTILITIES, CHAPTER 1, SECTION 17 -109 WATER RATES; AND ESTABLISHING
AN EFFECTIVE DATE AND DIRECTING CODIFICATION.
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF OWASSO, OKLAHOMA,
SECTION ONE:
The water rates hereinafter set forth as established by the Owasso Public Works Authority, An
Oklahoma Public Trust having the City of Owasso, Oklahoma as its beneficiary, are hereby
adopted, approved and directed to be implemented in accordance with OPWA Resolution No.
2013 -04 of the Owasso Public Works Authority dated July 16, 2013.
SECTION TWO:
The provisions of the City of Owasso Code of Ordinances, referenced as Part 17, Utilities, Chapter
1, Water, Section 17 -109 Water Rates, shall be amended as follows:
Section 17 -109 WATER RATES
A. There are hereby established the following uniform rates for the Minimum Meter Charge
for each Meter Size and the Tier Rates for the volume of water delivered during each
calendar month at each connection to the water system serving one household or
business located within the corporate limits of the City, as shown by the water meter at
such connection; provided that, regardless of amount of water metered, the monthly
charge for water for each connection shall not be less than the "minimum meter
charge" set forth:
WATER RATES MONTHLY (effective 10/01 /2013)
Meter Size
Minimum Meter Charge for First 1,000 gallons
3/4"
$11.29
1"
$12.19
1'/2"
$14.19
2"
$15.19
3"
$30.19
4"
$35.19
6"
$50.19
Hydrant
$75.00
Usage Tier Rates
Volume Rate per 1,000 gallons
First 1,000 gallons
Minimum Meter Charge
2,000 gallons
$4.81
3,000 - 5,000 gallons
$4.86
6,000 - 10,000 gallons
$4.91
11,000 - 20,000 gallons
$4.95
21,000 gallons or more
$5.00
B. There are hereby established the following uniform rates for the Minimum Meter Charge
for each Meter Size and the Tier Rates for the volume of water delivered during each
calendar month at each connection to the water system serving one household or
business located outside the corporate limits of the City, as shown by the water meter at
such connection; provided that, regardless of amount of water metered, the monthly
charge for water for each connection shall not be less than the "minimum meter
charge" set forth:
WATER RATES MONTHLY (effective 10 /01 /201
Meter Size
Minimum Meter Charge for First 1,000 gallons
3/4"
$13.55
1 "
$14.63
1'/2"
$17.03
2"
$18.23
3"
$36.23
4"
$42.23
6"
$60.23
Usage Tier Rates
Volume Rate per 1,000 gallons
First 1,000 gallons
Minimum Meter Charge
2,000 gallons
$5.77
3,000 - 5,000 gallons
$5.83
6,000 - 10,000 gallons
$5.89
11,000 - 20,000 gallons
$5.94
21,000 gallons or more
$6.00
SECTION THREE: CODIFICATION
The City of Owasso Code of Ordinances is hereby amended by Part 17, Utilities, Chapter 1
Water, Section 17 -109 Water Rates.
SECTION FOUR: REPEALER
All ordinances or parts of ordinances, in conflict with this ordinance are repealed to the extent of
the conflict only.
SECTION FIVE: SEVERABILITY
If any part or parts of this ordinance are held invalid or ineffective, the remaining portion shall
not be affected but remain in full force and effect.
SECTION SIX: DECLARING AN EFFECTIVE DATE
The provisions of this ordinance shall become effective thirty (30) days from the date of final
passage as provided by state law.
PASSED AND APPROVED this 16th day of July 2013.
Doug Bonebrake, Mayor
ATTEST:
Sherry Bishop, City Clerk
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
OWASSO PUBLIC WORKS AUTHORITY
RESOLUTION NO. 2013 -04
A RESOLUTION OF THE OWASSO PUBLIC WORKS AUTHORITY ESTABLISHING W ATER
SERVICE RATES WITHIN AND WITHOUT THE CORPORATE LIMITS OF THE CITY OF
OWASSO AND ESTABLISHING AN EFFECTIVE DATE.
WHEREAS, The Owasso Public Works Authority desires to establish the following rates for the
provision of water service effective October 1, 2013:
Usage Tier Rates
Minimum Meter Char a for First 1,000 gallons
Meter Size
Users Inside the
Corporate Limits
Users Outside the
Corporate Limits
3/4"
$11.29
$13.55
V,
$12.19
$14.63
1'/2"
$14.19
$17.03
2"
$15.19
$18.23
3"
$30.19
$36.23
4"
$35.19
$42.23
6"
$50.19
$60.23
Hydrant
$75.00
NA
Usage Tier Rates
Volume Rate er 1,000 gallons
Users Inside the
Corporate Limits
Users Outside the
Corporate Limits
First 1,000 gallons
Minimum Meter Charge
Minimum Meter Charge
2,000 gallons
$4.81
$5.77
3,000 - 5,000 gallons
$4,86
$5.83
6,000 - 10,000 gallons
$4,91
$5.89
11,000 - 20,000 gallons
$4.95
$5.94
21,000 gallons or more
$5.00
$6.00
WHEREAS, The Owasso Public Works Authority desires to establish the following rates, fees
and stipulations for metered fire hydrant water usage:
• Deposit per meter of $750.00
• Minimum Meter Charge of $75.00
• Non - refundable service initiation fee of $10.00
• Water usage rate based on aforementioned tiered rate system
• Penalty for failure to report meter readings by the tenth (10th) day of
each month of $25.00
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF THE OWASSO PUBLIC
WORKS AUTHORITY, THAT:
Section One: From and after the effective date of this Resolution (as hereinafter set forth),
the charge by the Authority for water service shall be adjusted in
accordance with the above - referenced recital paragraphs and as
specifically codified pursuant to Ordinance No. 1023 of the City of Owasso,
Oklahoma ( "City ").
Section Two: The water rates established pursuant to the Resolution shall become
effective with the first utility billing cycle in October 2013.
PASSED, ADOPTED AND APPROVED THIS 16th DAY OF JULY, 2013.
ATTEST:
Sherry Bishop, Authority Secretary
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
THE OWASSO PUBLIC WORKS AUTHORITY
Doug Bonebrake, Chairman
7
TulsaCITY O
A New Kind of .Enemy.
March 27, 2013
Mr. Roger Stevens, Public Works Director
City of Owasso
PO Box 180
Owasso, OK 74055 -0180
Clayton Edwards, Director
WATER AND SEWER DEPARTMENT
RE: Fiscal Year 2013 -2014 Tulsa Wholesale Water Rates
Dear Mr. Stevens:
The City of Tulsa and Tulsa Metropolitan Utility Authority (TMUA) endeavor to ensure clear, timely and
accurate communications with the communities to which we supply water, including the City of Owasso.
Review and refinement of the Water Department's FY 13 -14 operating and capital budgets is underway,
but the budgets on which Tulsa's City Council have been briefed anticipate approval of the proposed
increase cited below. If approved, the new rates will be effective October 1, 2013. This letter is to give
you sufficient notice to plan for the rate changes in your next budget cycle.
The current rates and proposed increase for FY 2013 -2014 are shown in the table below.
Monthly Service Charge / Volume Charge
Meter Size
Current Rates
Effective
10/0112012 ,
Proposed FY
2013-2014%
Change
Proposed FY
2013 -2014
Rates
5/8"
$ 6.38
7.0
$ 6.83
1"
$ 7.95
7.0
$ 8.51
1'/2"
$ 9.50
7.0
$ 1 0.17
2"
$ 13.88
7.0
$ 14.85
3"
$ 40.42
7.0
$ 43.25
4"
$ 56.27
7.0
$ 60.21
6"
$ 87, 71
7.0
$ 93.85
V)
$122.23
7.0
$ 130.79
10"
$166.45
7.0
$ 178.10
Volume Charge (per 1,000 gallons)
Permanent Service
$ 2.77
7.0
$ 2.96
Limited Term Service
$ 4.92
7.0
$ 5.26
Emergency Service
$ 8.94
7.0
$ 9.57
A listing of your active meters and accounts is attached. We will inform you once the rates and the fiscal
year 2014 budgets are approved, I can be reached at 918- 596 -7810 should you have any questions, or
contact Utilities Services Manager Mark Weathers at 918 -596 -9550.
Best Regards,
CITY F ULSA WATER AND SEWER DEPARTMENT
Clayton Edwards, P.E., Director
Attachment
CITY HALL AT ONE TECHNOLOGY CENTER
175 E. 2 "d Street, Suite 885, Tulsa, OK 74103 Office (918) 596. 9550 Fax 918 - 699 -3358
Email: mweathers a cityoftulsa.org
Customer Name _
CITY OF OWASSO
Account
10368888
Status
Active
Service Address
7595 N MINGO RD
7595 N MINGO RD
7595 N MINGO RD _
10600 N SHERIDAN RD
Meter Number
DU170141654
NP/7Q141620
NP/70141654
NP/70190282
Type
71
71
71
i 71
Size
;10"
16"
110"
120" T
CI'T'Y OF OWASSO 10368888 I Active
CITY OF OWASSO _ 10368888 Active
CITY OF OWASSO i 10557536 Active
ZAUtilities Workspacelo_Utilities Services ManagerWaster Meters1130301_Mazter Meter Property-Customer Listirg.xisx-AFF Master Meters
The City Wit aut Limits.
TO: The Honorable Mayor and City Council
FROM: Bronce L. Stephenson
Director of Community Development
SUBJECT: OA -13 -02 - Annexation of unincorporated portions of N Mingo Road between E
96th St N and E 116th St N
DATE: July 5, 2013
BACKGROUND:
The City of Owasso is requesting to annex the portions of N Mingo Rd between E 96th St N and E
116th St N that are currently outside of City Limits. Currently, a joint effort between the City of
Owasso, the Cherokee Nation and Tulsa County is ongoing with the overlay of N Mingo Rd.
ANALYSIS:
The Cherokee Nation provided funds for the overlay of the road and Tulsa County is performing
the overlay of the road. Once the road is overlaid and completed, the maintenance of the
entire road will fall onto the City of Owasso. In order to maintain all the portions of the road, the
City must annex the portions of the road that are outside of City Limits. This annexation request
will bring the entirety of N Mingo Rd from E 96th St N to E 116th St N into Owasso City Limits.
ANNEXATION COMMITTEE:
The Annexation Committee met on June 26, 2013 and recommended approval of the
annexation request.
PLANNING COMMISSION:
The Owasso Planning Commission will review this item at their regular meeting on July 8, 2013.
PROPOSED ACTION:
Staff i ntends to recommend approval o f the annexation of N Mingo Rd, s ubject to Planning
Commission action.
ATTACHMENTS:
A. Area Map
116th S N b
0
�y
QP�J
5
EN
W
PROPOSED MINGO ROAD ANNEXATION
5/10/13
Legend 0
North
THIS MAP IS FOR INFORMATION PURPOSE ONLY AND IS NOT INTENDED TO
REPRESENT AN ACCURATE AND TRUE SCALE_ USE OF TIiIS MAP IS WITI -IOUT
WARRANTY OR REPRESENTATION BY CITY OF OWASSO OF ITS ACCURACY.
6
KIDS
IS
CITY OF OWASSO
111 N. Main Street
P.O. Box 180
Owasso, OK 74055
918.376.1500
V
nTheity Wit aut Limits.
TO: The Honorable Mayor and City Council
FROM: Bronce L. Stephenson
Director of Community Development
SUBJECT: OA -12 -03 - Annexation of Cornerstone Hardware
DATE: July 5, 2013
BACKGROUND:
The City of Owasso is processing the annexation of approximately 6.5 acres of land at the
southwest corner of E 1 16th St N and N 129th E Ave. A portion of the subject property is currently
being developed as an Ace Hardware Store.
SURROUNDING ZONING:
Direction
Zoning
Use
land Use Plan
Jurisdiction
CS
North
(Commercial
Commercial
Commercial
City of
Shopping)
Owasso
South
AG
(Agricultural)
Undeveloped
Residential
City of
Owasso
East
AG
A ricultural
Undeveloped
Commercial
City of
Owasso
West
AG
A ricultural
Undeveloped
Residential
City of
Owasso
ANALYSIS:
This annexation request is for a property that is currently developing in Tulsa County. City staff
has been in contact with and has worked with the developer for a number of months to bring
the property into Owasso City Limits. The property began development in Tulsa County and in
order to avoid delays to the developer, staff agreed to delay the annexation until the project
was near completion. Though the property developed in Tulsa County, the developer built to
Owasso City standards and under the supervision of Owasso infrastructure inspection personnel.
The development that occurred on the property is of a high caliber and staff is optimistic about
the opportunity to add this important property into Owasso's corporate limits. The E 1 16th St N
corridor is a future growth area and we have already seen a great deal of investment in the
Garrett Creek Area and German Corner. This project will likely spur additional development in
this area and set the tone for quality development in this vital corridor.
Owasso Zoning Code allows for a property to be brought in under the same zoning designation
it had in Tulsa County, therefore, staff is requesting that the property be brought in as CS
(Commercial Shopping), the same designation as the property currently has in Tulsa County.
The project is served with water by Washington County Rural #3, and will be served with City of
Owasso sanitary sewer service, fire, police and EMS. The subject property is called out for
commercial uses according to the 2025 Land Use Plan. There appear to be no issues associated
with this annexation.
Staff published legal notice of the annexation petition in the Owasso Reporter and letters of
notification were mailed to property owners within a 300' radius of the subject property.
ANNEXATION COMMITTEE:
The Owasso Annexation Committee met on December 27, 2012 and recommended approval of
the annexation request.
PLANNING COMMISSION:
The Owasso Planning Commission will review this item at their regular meeting on July 8, 2013.
PROPOSED ACTION:
Staff intends to recommend approval of the annexation of Cornerstone Hardware with the
underlying zoning of CS (Commercial Shopping), subject to Planning Commission action.
ATTACHMENTS:
A. Area Map
B. Aerial Map
OA-12-03
-116
4-
11-
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1" 376 ft
1
This map represents a visual display of related geographic information- Data provided hereon is not a guarantee of actual field conditions- To be sure of complete accuracy
please contact Owasso staff for the most up-to-date information-
OA -12 -03
1" = 376 ft
12/18/2012
This map represents a visual display of related geographic information. Data provided hereon is not a guarantee of actual field conditions- To he sure of complete accuracy.
please contact Owasso staff for the most up -to -date information.
The City Wliffi ut Limits,
TO: The Honorable Mayor and City Council
FROM: Bronce L. Stephenson
Director of Community Development
SUBJECT: Planned Unit Development Amendment, PUD -12 -01 (9inetyEight)
DATE: July 5, 2013
BACKGROUND:
The City of Owasso received a request for an amendment to a Planned Unit Development (PUD)
called 9inetyEight (PUD- 12 -01). The original of PUD -12 -01 (approved June 2012 by Ord. 1008)
allowed the use of a tract of land for the development of an apartment complex called the
9inetyEight, located along E 98th St N, E 99th St N, and E 100th St N, immediately north of the
Owasso Market development and to the south of the St. John Owasso medical campus.
After the original approval of PUD- 12 -01, the applicant purchased an additional two (2) lots
contiguous to the original tract totaling approximately 4.88 acres and submitted a PUD
amendment that would incorporate these new lots into the existing PUD. The applicant also
submitted a rezoning request with the PUD amendment that would rezone the property from OM
(Office Medium) to RM (Multi - Family Residential), allowing for the development of an apartment
complex.
The City Council heard and approved this PUD amendment application in May of 2013.
Subsequent to approval of the PUD amendment, information as provided by the applicant was
determined to be incorrect. An ordinance was never brought before the Council that codified
the action on the previous PUD amendment, so the action taken on this item will replace the
previous Council action and an ordinance will be brought for consideration.
SURROUNDING ZONING:
Direction
Zoning
Use
Land Use Plan
Jurisdiction
North
Office Medium
Medical
Transitional
City of
Owasso
South
Commercial
Commercial
Commercial
City of
Sho in CS
Owasso
East
Commercial
Undeveloped
Commercial
City of
Shop in (CS)
Owasso
West
OfficeOMedium
Medical
Commercial
City of
Owasso
SUBJECT PROPERTY /PROJECT DATA:
Property Size
4.88 acres (15.295 acres in
original PUD
Current Zoning
OM Office Medium
Proposed Use
Multi-Family Residential
Lots /Blocks
2 lots in 2 blocks (existing
CONCEPT OF A PUD:
The concept of a Planned Unit Development is to provide a creative alternative to conventional
development where a particular tract is under common ownership or control and where a
detailed development plan, outlining the development of the tract as a unit is proposed and
submitted for public review. The use of a PUD technique is a way to amend a zoning ordinance
in accordance with a complete and coordinated plan of development for a larger parcel,
rather than piecemeal individual changes using the variance process. Additionally, any multi-
family residential development proposed within the City of Owasso requires a PUD.
ANALYSIS:
The amendment to the 9inetyEight development proposes an additional 92 units, making a total
of a 366 -unit apartment complex on 20.175 total acres. The apartments depicted in the PUD
amendment are the same style and construction type as the original PUD, proposed as low -rise
buildings 2 and 3- stories in height with a mixture of one and two - bedroom units. The 9inetyEight
development will provide a number of amenities for the residents and includes large areas of
open space for recreation. The provided amenities as identified in the original PUD document
include: a clubhouse with exercise facilities and recreation area; a pool and spa; a covered
outdoor barbeque area; a fishing pond surrounded by a walking path; and gated access to the
complex.
The City of Owasso will provide sanitary sewer service and water will be provided by Washington
County Rural Water District #3.
If the PUD amendment is approved, the applicant would provide final development plans for
review and approval by City staff and the Technical Advisory Committee.
City staff published legal notice of the PUD amendment request in the Owasso Reporter and
mailed notices to property owners within a 300' radius of the subject property.
The following chart shows the comparison between the original PUD and the proposed
amendment, with the overall PUD that would result from the approvals. Please note that the
original PUD is approved and this application does not seek to modify the original PUD in any
way, simply to add additional acreage and units.
tatted lots
Number of Reserve Areas
None
Within PUD?
N/A
Within Overlay District?
Yes, US -169 Overly
Water Provider
Washington County Rural
Water District #3
Applicable Pa backs /Fees
Storm siren fee of $35 /acre
Streets (public or private)
Private
CONCEPT OF A PUD:
The concept of a Planned Unit Development is to provide a creative alternative to conventional
development where a particular tract is under common ownership or control and where a
detailed development plan, outlining the development of the tract as a unit is proposed and
submitted for public review. The use of a PUD technique is a way to amend a zoning ordinance
in accordance with a complete and coordinated plan of development for a larger parcel,
rather than piecemeal individual changes using the variance process. Additionally, any multi-
family residential development proposed within the City of Owasso requires a PUD.
ANALYSIS:
The amendment to the 9inetyEight development proposes an additional 92 units, making a total
of a 366 -unit apartment complex on 20.175 total acres. The apartments depicted in the PUD
amendment are the same style and construction type as the original PUD, proposed as low -rise
buildings 2 and 3- stories in height with a mixture of one and two - bedroom units. The 9inetyEight
development will provide a number of amenities for the residents and includes large areas of
open space for recreation. The provided amenities as identified in the original PUD document
include: a clubhouse with exercise facilities and recreation area; a pool and spa; a covered
outdoor barbeque area; a fishing pond surrounded by a walking path; and gated access to the
complex.
The City of Owasso will provide sanitary sewer service and water will be provided by Washington
County Rural Water District #3.
If the PUD amendment is approved, the applicant would provide final development plans for
review and approval by City staff and the Technical Advisory Committee.
City staff published legal notice of the PUD amendment request in the Owasso Reporter and
mailed notices to property owners within a 300' radius of the subject property.
The following chart shows the comparison between the original PUD and the proposed
amendment, with the overall PUD that would result from the approvals. Please note that the
original PUD is approved and this application does not seek to modify the original PUD in any
way, simply to add additional acreage and units.
Ori final PUD
Amended PUD
Overall PUD
Area
15.295 acres
4.88 acres
20.175 acres
# of Units
284 units reduced to 274
92 units
366 total units
Density
18.57 units per acre approved
17.9 units per acre built
18.85 units per acre
18.1 units per
acre
COMPREHENSIVE PLAN CONSISTENCY:
The Owasso 2025 Land Use Master Plan was modified by the Owasso Planning Commission to
allow transitional uses in this area, with the area previously planned as future commercial. Multi-
family uses are only allowed in transitional areas. With the change to the Land Use Master Plan
to a transitional classification, the proposed project will be in conformance with the Land Use
Master Plan.
HARMONY WITH THE EXISTING AND EXPECTED DEVELOPMENT:
This PUD amendment appears to be consistent with the current and expected development of
the area. The use of apartments was approved in the original PUD- 12 -01, so this type of
development is expected in the area. Apartment complexes are often proposed in areas that
are adjacent to single - family residential developments and there are concerns from neighboring
property owners. This proposal places the apartments between two established commercial
and medical uses, not requiring great buffering or transitional uses. This is a rare case when an
apartment development would be a great fit for the area with minimal impacts on surrounding
properties. As the Owasso Medical Campus continues to develop, this apartment development
will still be a compatible use and should not adversely affect any future or current development.
This development will provide housing opportunities for employees of current and future
commercial and medical uses in this area and provide the opportunity for residents to walk to
work, shopping, and eating establishments.
TECHNICAL ADVISORY COMMITTEE:
The Technical Advisory Committee reviewed the PUD Amendment for the 9inetyEight at their
regularly scheduled meeting on April 24, 2013. All TAC comments have been addressed by the
applicant or will be addressed at the site plan stage.
PLANNING COMMISSION:
The Owasso Planning Commission will hear this item at their regular meeting on July 8, 2013.
PROPOSED ACTION:
Staff intends to recommend approval of the amendment to PUD -12 -01 on 4.88 acres including the
rezoning of the subject property from OM (Office Medium) to RM (Multi - Family Residential) and
adding an additional 92 units.
ATTACHMENTS:
A. Area Map
B. Aerial Map
C. Zoning Map
D. PUD -12 -01 Amended Design & Intent Statement
E. Amended PUD 12 -01 Site Plan
F. Previously Approved PUD 12 -01 Site Plan
G. Letter From Applicant
Rezoning
1" = 752 ft OZ 13 -01 511312013
.y
his map represents a visual display of related geographic information. Data provided hereon is not a guarantee of actual field conditions_ To be sure of complete accuracy
please contact Owasso staff for the most up -to -date information-
Rezoning
to
AM
MV=�
J
y r
•l �i. ice.-_ `
1" = 752 ft OZ 13 -01 511312013
This map represents a visual display of related geographic information- Data provided hereon is not a guarantee of actual field conditions_ To be sure of complete accuracy,
please contact Owasso staff for the most up -to -elate information_
Rezoning - 9inetyEight Amendment
1" = 752 ft
OZ-11 3-01
051171201
This map represents a visual display of related geographic information_ Data provided hereon is not a guarantee of actual field conditions_ To be sure of complete accuracy
please contact Owasso staff far the most up-to-date information.
9inetyEight Apartments
Planned Unit Development
PUD No. 12 -01 (A)
Submitted to:
City of Owasso
Tulsa County, Oklahoma
May 28, 201.3
Prepared By:
Khoury Engineering, Inc.
1435 East 41" Street, Tulsa, OK 74105
Tel (918) 712 -8768 • Fax (918) 712 -1069
Khoury Engineering, Inc.
TABLE OF CONTENTS
9inetyEight Apartments
DEVELOPMENT CONCEPT & CHARACTER ........................................................ ..............................3
DEVELOPMENT STANDARDS
DevelopmentArea A ............................................................................................... ............................... 3
DevelopmentArea B ................................................................................................ ..............................4
DevelopmentArea C ............................................................................................... ............................... 4
GRADING & UTILITY PLANS ................................................................................ ............................... 5
ACCESSAND CIRCULATION ................................................................................ ............................... 6
SCHEDULED DEVELOPMENT ............................................................................... ............................... 6
PUD LEGAL DESCRIPTION ..................................................................................... ..............................6
PROJECTTEAM ........................................................................................................ ............................... 6
EXHIBITA ................................................................................................................ ............................... G
CONCEPTUAL SITE PLAN ............................................................................ ............................... G
EXHIBITB ................................................................................................................ ............................... H
CONCEPTUAL LANDSCAPE PLAN ............................................................. ............................... H
EXHIBITC ................................................................................................................... ..............................I
BUILDING PLANS & ELEVATIONS ............................................................... ..............................I
ENDOF PUD .............................................................................................................. ............................... J
Page 2
Khoury Engineering, Inc. 9inetyEight Apartments
DEVELOPMENT CONCEPT & CHARACTER
9inetyEightApartments is a proposed multifamily project, submitted as a Planned Unit Development
pursuant to the provisions of the Owasso Zoning Code. This project is located just south of Owasso
Medical Campus and North of Owasso Market. This proposed PUD is an amendment to the previous
PUD 12- 01approved by the City Council in 2012. The reason for the amendment is to add additional
units on two new lots.
Development Area A (original PUD 12 -01) consists of residential dwellings in the form of 284 low -rise
apartments units contained in 22 buildings (the number of units were reduced to 274 with the detailed
site plan). Development Area A encompasses approximately 15.295 acres.
Development Area B consists of residential dwellings in the form of 62 low -rise apartments units
contained in 4 buildings. Development Area B encompasses approximately 3.05 acres on Lot 1, Block 3,
of Owasso Medical Campus.
Development Area C consists of residential dwellings in the form of 30 low -rise apartments units
contained in 4 buildings. Development Area C encompasses approximately 1. 83 acres on Lot 1, Block 6,
of Owasso Medical Campus.
The north side of the subject PUD abuts E. 100th Street North and E. 99th Street North. The west side of
the PUD abuts E. 99th Street North. The south side of the property abuts E. 98th Street North (Owasso
Market). The east side of the property abuts a vacant land zoned CS. The site is currently a vacant land
covered with vegetation.
Section 820 of the Owasso Zoning Code states the purpose of the Planned Unit Development (PUD) are
to permit innovative land development while maintaining appropriate limitations on the character and
intensity of use. Additionally, a purpose of the PUD is to permit flexibility within the development to
best utilize the unique physical features of the particular site and provide and preserve meaningful open
space. The proposed PUD meets and exceeds this requirement and the stated purposes of the Owasso
Zoning Code.
DEVELOPMENT STANDARDS
This PUD shall be governed by the use and development regulations of Owasso Zoning Code except as
follows:
Development Area A
Permitted Use:
As permitted in RM, Multi - Family
District, under the Owasso Zoning Code
Development Area .................. ............................... 15.295 Acres
Maximum Floor Area Ratio Per Lot .. ............................... 0.50
Minimum Building Setback:
From East Property line ................ ...............................
20 feet
From North Property line ................ ...............................
17.5 feet
From South Property line ............... ...............................
25 feet
From West Property line ................... ...............................
17.5 feet
Page 3
Khoury Engineering, Inc.
Maximum Building Height ............. ...............................
Minimum Landscape Buffer ........... ...............................
9inetyEight Apartments
50 feet (Not to exceed three stories)
20 feet along East Property Line.
17.5 feet along North Property Line
17.5 feet along West Property Line
25 feet along South Property Line
Minimum dwelling size ................ ............................... 700.00 Square feet
Parking Ratio ............................. ............................... As required in Chapter 9 of the Owasso
Zoning Code.
Development Area B
Permitted Use:
Development Area .................. ...............................
Maximum Floor Area Ratio Per Lot .. ...............................
Minimum Building Setback:
From East Property line ...............................................
From North Property line ................ ...............................
From West Property line ................... ...............................
Maximum Building Height ............ ...............................
Minimum Landscape Buffer .......... ...............................
As permitted in RM, Multi- Family
District, under the Owasso Zoning Code
3.05 Acres
0.50
17.5 feet
25.0 feet
25.0 feet
50 feet (Not to exceed three stories)
17.5 feet along North Property Line
17.5 feet along West Property Line
Minimum dwelling size ................ ............................... 700.00 Square feet
Parking Ratio ............................. ............................... As required in Chapter 9 of the Owasso
Zoning Code.
Development Area C
Permitted Use:
Development Area .................. ...............................
Maximum Floor Area Ratio Per Lot .. ...............................
Minimum Building Setback:
From East Property line ................ ...............................
From North Property line ................ ...............................
From South Property line ............... ...............................
From West Property line ................... ...............................
Page 4
As permitted in RM, Multi - Family
District, under the Owasso Zoning Code
1.83 Acres
0.50
17.5 feet
25.0 feet
17.5 feet
25.0 feet
F1
Khoury Engineering, Inc.
9inetyEight Apartments
Maximum Building Height ............. ............................... 50 feet (Not to exceed three stories)
Minimum Landscape Buffer ........... ............................... 17.5 feet along North Property Line
17.5 feet along West Property Line
Minimum dwelling size ................ ............................... 700.00 Square feet
Parking Ratio ............................. ............................... As required in Chapter 9 of the Owasso
Zoning Code.
LANDSCAPING AND SCREENING:
9inetyEightApartments landscaping plan will be designed to enhance the E. 100"' Street North frontage
and to create an attractive view from E. 98th and 99th Street North. The planting theme will highlight the
site entries and buildings, and will utilize plant selections indigenous to North East Oklahoma that are
durable and require low maintenance. All landscaping shall comply with Chapter 20 "Landscape
Requirements" of the Owasso Zoning Code.
The landscaped areas will be planted with trees and shrubs that meet or exceed the requirements of the
Owasso Zoning Code.
In order to provide security and screening from adjacent streets and properties, a 6 -foot tall wood
privacy fence will be installed along the southern, western and northern boundaries. Detail of the fence
type and materials will be presented to City Staff for approval during the site plan review process.
LIGHTING:
All outdoor lighting shall comply with Chapter 19 "Outdoor Lighting" of the Owasso Zoning Code.
TRASH CONTAINERS:
Outside trash containers will be located in a designated area within the development, and will be
screened from the view from the adjacent area and roadways.
SIGNS:
One monument sign will be located along the E. 100"' Street North frontage. Additional signage and
their locations will be determined during the design phase of the project. All Signage will comply with
Chapter 18 "Signs" of the Owasso Zoning Code.
GRADING & UTILITY PLANS
During the design phase of the project, Site Grading & Utility Plans will be submitted to the City of
Owasso engineering department for review and approval. Development areas A, C and approximately
1.9 acres of Development area B will drain to the existing detention pond located along the southeast
corner of the property. The remainder acreage of Development area B will drain via a storm drain
system to the existing pond (Reserve A, Owasso Medical Campus) along the Northwest side of the lot.
The detention volume for this development is already provided in the pond. All utilities are available to
serve this development.
Page 5
Khoury Engineering, Inc. 9inetyEight Apartments
Existing topography ranges from elevation 722.00 at the west property line to elevation 702.00 at the
east property line. The site is not located in the 100 yr floodplain according to the FEMA FIRM map
#40143CO137K dated August 3, 2009.
There is an existing 8 -inch water line for Washington County RWD3 located on the south side of the
property. There is also a 12 -inch water line on the east side of PUD. The existing 8 -inch sanitary sewer
line located within this property will be used to serve this development. All other utilities and
communication services are available and accessible to 9inetyEight Apartments.
ACCESS AND CIRCULATION
Ingress and egress to 9inetyEight Apartments is conceptually shown on the attached site plan. Exact
location of access points will be determined during the Detailed Site plan process.
SCHEDULED DEVELOPMENT
Construction of Development Area A is underway. Construction of Development Areas B & C will
commence upon receiving all required governmental permits.
PUD LEGAL DESCRIPTION
Development Area B
LOT 1, BLOCK 3, OWASSO MEDICAL CAMPUS A SUBDIVISION IN THE CITY OF
OWASSO, ACCORDING TO THE RECORDED PLAT NO. 5862
Development Area C
LOT 1, BLOCK 6, OWASSO MEDICAL CAMPUS A SUBDIVISION IN THE CITY OF
OWASSO, ACCORDING TO THE RECORDED PLAT NO. 5862
PROJECT TEAM
The project design team consists of the following professionals:
Developer: Architect
S & K Multifamily
12150 E. 96th Street North, Suite 200
Owasso, OK 74055
Tel: 918 376 -6542
Fax: 918 272 -0216
Civil Engineer:
Khoury Engineering, Inc.
1435 East 41 st Street
Tulsa, OK 74105
Tel (918) 712 -8768
kenginc @khouryeng.com
Page 6
Architects Collective
4200 E Skelly Drive, # 750
Tulsa, OK 74135
Tel (918) 493 -3362
mthomas @apid.net
Landscape Architect
Planning Design Group
5314 S. Yale Ave., Suite 710
Tulsa, OK 74135
Tel (918) 628 -1255
jwaugh @pdgtulsa.com
EXHIBIT A
CONCEPTUAL SITE PLAN
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EXHIBIT B
CONCEPTUAL LANDSCAPE PLAN
EXHIBIT C
BUILDING PLANS & ELEVATIONS
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END OF PUD
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CONCEPTUAL SITE PLAN 9inetyEight Apartments
DENSITY OF RESIDENTIAL UNITS PER ACRE:
# OF BUILDINGS
BUILDING TYPE
BDRM UNITS
BDRM UNITS
TOTAL UNITS
5
Al
24
-
120
6
Bl
-
24
144
10
A3183
1
1
20
1
CLUBHOUSE
-
PROJECT DATA
Unils: 284
Density: Site 15.29 acres
18.6 units /ac(e
Leasing: 275,440 st
Parking:
Required 11,8 / unit): 512 spaces
Provided: 522spaces
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KHOURY ENGINEERING, INC.
K,
CIVIL IiNUINEEKINU • LAND DIi4'IsLf1Pi11iNT
ti
May 29, 2013
Mr. Bronce Stephenson
Community Development Director
City of Owasso
1 1 1 North Main
Owasso, OK 74055
Re: 9inetyEight Apartments- Revised PUD
10700 E. 100'" Street North, Owasso, OK
Dear Bronce:
I am submitting the revised PUD documents for review. There was an oversight in the
number of proposed units in the previously submitted PUD; thus requiring us to correct
and resubmit for review by both the Planning Commission and City Council.
After discussing the site plan with the Architect and developer, we discovered an
inaccuracy in the number of units communicated to City staff. The site plan that was
submitted clearly indicates the layout of the proposed buildings, and will remain
unchanged. However, the number of units within Development Area B was incorrect.
This PUD does not change or modify the original approved PUD. It only adds two
development areas B and C. The proposed number of units located in each
development area is as follows:
Development Area A (Original PUD 15.295 acres, but platted as 14.65 acres): 284 Units
(reduced to 274 units at Detailed Site plan)
Development Area B (3.05 AC): 62 Units
Development Area C (1.83 AC): 30 Units
Total Units in 3 development areas: (20.175 AC): 366 Units
I hope this clears any confusion about this PUD. Should you have any questions or
comments please do not hesitate to call me.
Sincerely,
KHOURY ENGINEERING, INC.
Malek Elkhoury, PE
Civil Engineer
1435 East 41ST Street, Tulsa, OK 74105 918.712.8768 voice 918.712.1069 fax kenginc @khouryeng.com
The City Wit7out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Bronce L. Stephenson
Director of Community Development
SUBJECT: Adoption of State Mandated Building Codes
DATE: July 5, 2013
BACKGROUND:
In 2009, the Oklahoma State Legislature created what is known as the Oklahoma Uniform
Building Code Commission ( OUBCC), which was mandated to provide state -wide minimum
building code standards within each trade industry for residential and commercial construction
for use by all entities within the state. The Commission is composed of a total of eleven
members, two members appointed by state agencies, one from the State Fire Marshal's office,
and another individual from the Construction Industries Board. Nine members are appointed by
the Governor representing various trades.
The OUBCC formed a Technical Advisory Committee which is made up of volunteers who have
an interest in each of the trade areas. This Committee was charged with reviewing each of the
codes for each trade industry, proposing any changes and then submitting a final version to the
OUBCC for recommendation. The OUBCC approved a final version of the codes and then sent
these codes to the State Legislature for adoption.
The OUBCC voted to recommend the 2009 version of the International Building Codes listed
below for approval to the Oklahoma Legislature. They were subsequently approved and
became the minimum standards for all local building codes. Local governments may adopt
more stringent standards above the minimum requirements identified by the OUBCC adopted
codes.
• International Building Code (IBC), effective: July 15, 2011
• International Residential Code (IRC), effective: November 2, 2012
• International Exterior Building Code, effective: November 2, 2012
• International Fire Code, effective: November 2, 2012
• International Fuel Gas Code, effective: November 2, 2012
• International Mechanical Code, effective: November 2, 2012
• International Plumbing Code, effective: November 2, 2012
• 2011 National Electrical Code, effective: November 2, 2012
State agencies and jurisdictions are required by State law to file an adopted building code with
the OUBCC. As noted, said agencies and jurisdictions may amend these codes and create
more stringent standards, but the minimum requirements must be maintained.
The City of Owasso is actually already utilizing the 2009 International Building Codes and 2011
National Electrical Code, but the state requires submission of an Ordinance officially adopting
the State mandated building codes. Though this process seems redundant, it is required and
ensures Owasso remains in compliance with state mandates. No changes to the review,
inspection, or building permitting process will result from the City's adoption of these codes as
they are already in use.
Staff intends to word the ordinance language to state that Owasso shall adopt all current
OUBCC State mandated codes and any future changes to the codes as adopted by the
Oklahoma State Legislature.
PROPOSED ACTION:
Staff intends to recommend adoption of the following 2009 International Building Codes in
accordance with Oklahoma State Law:
• International Building Code (IBC), effective: July 15, 2011
• International Residential Code (IRC), effective: November 2, 2012
• International Exterior Building Code, effective: November 2, 2012
• International Fire Code, effective: November 2, 2012
• International Fuel Gas Code, effective: November 2, 2012
• International Mechanical Code, effective: November 2, 2012
• International Plumbing Code, effective: November 2, 2012
•
2011 National Electrical Code, effective: November 2, 2012
Aoft
iwN"'
nTh'City wit out Limnits,
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Warren Lehr
Interim City Manager
SUBJECT: First Bank Building Purchase
DATE: July 5, 2013
BACKGROUND:
In November of 2001, construction of the current City Hall and Police Headquarters was
completed and the building was occupied. At the time of initial occupancy, the Police
Department had 42 employees and City Hall staff numbered 20. In total, 62 employees
occupied the building.
Since initial occupancy in 2001, combined staffing for City Hall and the Police Department
increased 63% from 62 to 101 employees. Staffing increases have resulted in significant strain to
both City Hall and Police Headquarters, with employees being housed in file rooms, storage
rooms, and conference rooms. It is projected that in the next 20 years, staffing for City Hall may
reach over 70 and staffing for the Police Department may reach over 140, identifying a need for
facility expansion.
On March 19, 2012, the Capital Improvements Committee met in accordance with the
Oklahoma Open Meeting Act and City Council Resolution 2003 -14 to consider a
recommendation to the City Council amending the list of projects funded through the Capital
Improvements Fund. At the conclusion of their meeting, the Capital Improvements Committee
voted unanimously to submit a recommendation to City Council amending the priority
determination.
On April 17, 2012, the City Council approved Resolution No 2012-04, amending the list of
projects eligible to receive funding from the Capital Improvements Fund to include among
other projects, funding for a Main Police Station as recommended by the Capital Improvements
Committee.
MAIN POLICE STATION:
The First Bank Building located at 102 W. 2nd Street is approximately 28,000 square feet and has
been appraised for $1,425,000. Original discussions focused, primarily, on acquiring the building
for the Main Police Station.
As discussions progressed, the idea surfaced that the First Bank building may be better suited for
a City Hall than a Police Headquarters. The expense of moving the jail and communications
center would be very costly as compared to keeping them in their current location.
Additionally, the International Building Code would likely require extensive engineering and
structural modifications to the First Bank Building if it were to be used as a Police Headquarters.
Police buildings have unique code requirements that traditional office buildings do not have.
The progression of the discussions led to a more focused effort to procure the vacant First Bank
building for use as City Hall, thus, freeing the space currently housing City Hall for expansion of
Police Headquarters.
During evaluation of the potential acquisition of the First Bank building, staff determined that an
experienced architectural firm was needed to assess whether or not the existing City Hall is
suitable for expansion of Police Headquarters and whether the First Bank building is suitable for
City Hall.
NEEDS ASSESSMENT:
On November 6, 2012, City Council approved an Agreement for Architectural Services with
Wilson Estes Police Architects for a Needs Assessment Study for City Hall and Police
Headquarters. On May 14, 2013, Mr. James Estes with Wilson Estes Architectural Firm presented
the Needs Assessment Study to the City Council. In summary, the study acknowledged that
expanding our police station into the current City Hall building would be more cost effective
than moving the department to a different location. The goal of increasing space for the police
department would effectively be realized by moving City Hall and allowing the Police
Department to expand into the vacated space.
However, the purchase of a building for City Hall was not the listed priority_ project eligible for
funding through the Capital Improvements Fund. Resolution No 2012 -04 listed Main Police
Station as the eligible project.
AMENDING THE LISTING OF CAPITAL PROJECTS ELIGIBLE FOR FUNDING:
On June 20, 2013, the Capital Improvements Committee held a meeting in accordance with the
Oklahoma Open Meeting Act and City Council Resolution 2003 -14. CIP Committee members
discussed the needs assessment study prepared by Wilson Estes Architectural Firm. At the
conclusion of their meeting, the Capital Improvements Committee voted unanimously to submit
a recommendation to the Owasso City Council to amend the priority determination of Main
Police Station to Main Police Station /City Hall.
PUBLIC HEARING:
In accordance with the procedure for amending the priority determination of capital
improvement projects, the City Council conducted a public hearing in order to receive and
consider citizen input relevant to the recommendation made by the Capital Improvements
Committee. The Public Hearing was held on Tuesday, July 2, 203 with five people addressing the
City Council.
PROPOSED ACTION:
Staff intends to recommend amending the priority determination from Main Police Station to
Main Police Station /City Hall at the July 16, 2013 City Council Regular Meeting.
0 The City Wit out Limits.
.,,removing
obstacles
standing
in the way
of people
celebrating
their lives.
CONFIDENTIALITY AGREEMENT FOR EXECUTIVE SESSION
This Confidentiality Agreement between the parties signing below establishes
that all information discussed, heard or read in the City Council Executive
Session on July 9, 2013, will not be released, copied, discussed or shared in any
manner with any individual other than City Council members present in the
Executive Session, members of City staff present during the Executive Session,
and other persons authorized by the City Council to be present in the Executive
Session. Breach of this Confidentiality Agreement may result in personal liability
and potential violation of the Oklahoma Open Meeting Act.
1 have read the above statement regarding confidentiality and agree to abide
by it to the best of my ability.
Signed on this 9th day of July, 2013
ebrak"e, M
i
Chris Kelley, Vi e -May r
Charlie Brown, Councilor
1
Patrick Ross, Councilor
'n
J,19`31oberly, Councilor
111 N. Main I
P.O. Box 180
Owasso, Oklahoma 74055
City of Owasso
A City Of Character
lr�
J lie L m di, y Attorney
i 7
(918) 376 -1502
FAX (918) 376 -1599
www.cityofowasso.com
Municipal Finance Services, Inc. 3325 French Park Drive, Suite 8
Edmond, OK 73034
Phone 405.340.1727
Fax 405.340.3607
• • • _..l�l.•�I1�1�
Proposed Financing Plan
for Ranch Creek Sewer
Interceptor Project
July 9, 2013
07/08/13
OKLAHOMA WATER RESOURCES BOARD
CLEANWATER STATE REVOLVING FUND
CWSRF LOAN PROGRAM
• SRF Program funded from Congressional Appropriations provided thorough EPA to State Agencies based on formula system — established early 1990's
• State of Oklahoma provides 20% State matching funds for the Clean Water Program
• Funds made available from OWRB Leveraged Bond Issues or Cash
• Since program inception, the Board has made 270 Loans for a total principal amount exceeding $1.186 Billion
• Applications rated and placed on funding list based on year -to -year Intended Use Plan
• Application Fee must be submitted with application
Less than $249,999 $100.00
$250,000 - $999,999 $250.00
$1,000,000 or more $500.00
• Professional service contracts, such as, engineering, financial advisor, local counsel and bond counsel, must be in writing and submitted to the OWRB
• Eligible projects include most wastewater improvements — not available for refinancing other obligations unless Project met Environmental
Requirements prior to construction
• CWSRF Loans are included in applicable rebate provisions and bank qualified determinations
• OWRB has flexibility to take subordinate lien security; eliminates reserve fund requirement
• Borrower must maintain rate covenant requiring net revenues to be at least 125% of annual payments
• Repayment Term can be up to 30 years after project completion. Engineer must complete a Useful Life of Assets Worksheet to qualify for the 30 year
repayment term
• Interest rate tied to daily AAA rated Tax - Exempt Index reflecting 60% of market rate (40% subsidy). Fixed Rate for term of loan. (Rate set 10 days before
closing).
• Interest only payments during construction period based on amount actually drawn down, interest paid semi - annually directly to OWRB
• Semi - annual principal payments with interest begin after project completion and are paid monthly to a designated Trustee Bank who then sends the semi-
annual payment directly to OWRB every March 15 and September 15 1
Application and Closing Process
• Submit Letter requesting to be placed on funding list
• Complete preliminary engineering report, including environmental assessment
• Some projects qualify for "categorical exclusion" from environmental review process
• Prepare preliminary financial analysis and loan application documents
• Set public hearing date and distribute environmental assessment to federal and state agencies for review and comment
(Requires 30 day publication notice)
• Hold public hearing (Requires 10 day comment period after hearing date)
• Submit formal loan application and supporting documents to OWRB
• OWRB prepares and distributes environmental decision (FONSI — Finding of no Significant Impact) to federal and
state agencies for review and comment (Requires 30 day comment period)
• OWRB 9 member Board formally approves loan application — approval usually good for one year
• Borrower executes Letter of Binding Commitment
• Plans and specifications approved by DEQ and OWRB
• Advertisement of construction bids consistent with program guidelines
• Receive construction bids for review and approval
• Borrower and beneficiary provide final approval of loan documents
• Receive Notice To Proceed from OWRB
• Closing date scheduled
• Loan Closing — Funds held by OWRB and disbursed based on draw requests
2
The Owasso Public Works Authority
Summary of OWRB - Related Obligations
As of July 2013
FAP Loans
CWSRF Lo
DWSRF Loans
1999B
Note
20016
Note
2001C
Note
2004
Note (1)
2010
Note
2012
Note
1999A
Note
2001A
Note
2002A
Note
20096
Note
2oo9c
Note
2011
Note
2006
Note
FYE
ans
30 -Jun
2014
42,597
140,560
76,196
248,466
87,011
125,700
49,046
53,499
46,399
696,505
280,336
193,333
2015
42,508
140,326
76,105
248,265
84,809
124,020
48,804
53,238
46,174
696,505
280,336
193,333
2016
42,283
139,741
75,670
82,608
378,380
48,561
52,977
45,949
696,505
280,336
193,333
2017
42,820
141,300
76,490
85,327
379,500
48,321
52,719
45,729
696,505
280,336
193,333
2018
42,322
139,719
75,973
82,969
48,077
52,455
45,500
696,505
280,336
193,333
2019
42,515
140,473
76,155
84,731
52,194
45,275
696,505
280,336
193,333
2020
45,051
696,505
280,336
193,333
2021
44,827
696,505
280,336
193,333
2022
44,601
696,505
280,336
193,333
2023
696,505
280,336
193,333
2024
696,505
280,336
193,333
2025
696,505
280,336
193,333
2026
696,505
280,336
193,333
2027
696,505
280,336
193,333
2028
696,505
280,336
193,333
2025
696,505
280,336
193,333
2030
696,505
280,336
193,333
2031
696,505
280,336
193,333
2032
348,252
280,336
193,333
2033
96,666
Totals
255,.045
842,118
456,588
496,731
507,454
1,007,600
242,809
317,081
409,506
12,885,336
5,326,386
3,769,992
Prin. Outstanding
264,200
872,900
472,900
690,000
525,000
985,000
262,762
411,814
421,048
9,985,375
3,898,645
2,929,690
(1) To be paid off in 2014 with reserve
fund balance
263,873
263,873
263,873
263,873
263,873
263,873
263,873
263,873
263,873
263,873
263,873
263,873
263,873
131,937
3,562,290
2,801,378
Total
Pavments
2,303,519
2,298,295
2,300,216
2,306,253
1,921,062
1,875,390
1,479,098
1,478,874
1,478,648
1,434,047
1,434,047
1,434,047
1,434,047
1,302,110
1,170,174
1,170,174
1,170,174
1,170,174
821,921
96,666
30,078,936
24,520,713
3
The Owasso Public Works Authority
Non -OWRB Obligations
As of July 2013
2014
2006 Util Sys
and Sales Tax
Rev Note
2006
Promissory
Note
2007 Util Sys
and Sales Tax
Rev Note
2008
Sales Tax
Rev Note
Total
Non -OWRB
Payments
Fiscal
Year
2014
427,070
192,778
1,656,600
1,199,495
3,475,943
2015
428,105
196,498
831,626
1,200,450
2,656,679
2016
428,570
194,924
1,199,450
1,822,944
2017
423,560
193,153
1,198,265
1,814,978
2018
427,980
196,088
1,196,010
1,820,078
2019
193,729
598,455
792,184
Totals
2,135,285
1,167,170
2,488,226
6,592,125
12,382,806
Prin Outstanding
1,585,000
1,040,000
2,390,000
5,765,000
10,780,000
Security
Senior Lien w
Unsecured
Subordinate Lien
1% CIP Sales Tax
FAP Notes
(School Loan)
w SRF Notes
Ord. No. 763
4
The Bond Buyer
25 Bond Revenue Index
January 2012 - July 2013
5.50%
5.00% 6/27/2013
4.91%
4.50%
4.00%
12/6/2012
4.06%
3.50%
(0\�� \,�ti \� \�,� \tip\
ti ti ti ti
CITY OF OWASSO
RANCH CREEK INTERCEPTOR PROJECT
PREIMINARY COST ESTIMATE
March 28, 2013
ITEM NO.
DESCRIPTION
QUANTITY
UNIT
UNIT PRICE
EXTENSION
1
Mobilization /De- Mobilization
1
LS
$165,000.00
$165,000.00
2
Stormwater Pollution Prevention Plan
1
LS
$15,000.00
$15,000.00
3
Silt Fence
28,000
LF
$1.50
$42,000.00
4
Construction Entrances
6
EA
$2,500.00
$15,000.00
5
Construction Staking
1
LS
$26,000.00
$26,000.00
6
Trench Safety System
1
LS
$40,000.00
$40,000.00
7
Traffic Control & Warning Signs
1
LS
$10,000.00
$10,000.00
8
R &R Insurance & Permits
1
LS
$7,500.00
$7,500.00
9
36" PVC SDR 26 Sewer Line
69
LF
$195.00
$13,455.00
10
30" PVC SDR 26 Sewer Line
12,072
LF
$175.00
$2,112,600.00
11
30" Ductile Iron Pipe Class 50
220
LF
$175.00
$38,500.00
12
18" PVC SDR 26 Sewer Line
147
LF
$40.00
$5,880.00
13
15" PVC SDR 26 Sewer Line
18
LF
$35.00
$630.00
14
54" Steel Casing 0.625" Wall Thickness
285
LF
$150.00
$42,750.00
15
Bore For 54" Steel Casing
285
LF
$900.00
$256,500.00
16
30" Steel Casing 0.500" Wall Thickness
100
LF
$80.00
$8,000.00
17
Bore For 30" Steel Casing
100
LF
$275.00
$27,500.00
18
Concrete Piers For 30" Pipe
4
EA
$500.00
$2,000.00
19
Std. 5' Dia. Dog House Manhole
1
EA
$3,500.00
$3,500.00
20
Std. 5' Dia. Manhole
35
EA
$3,500.00
$122,500.00
21
Std. 6' Dia. Manhole
1
EA
$4,500.00
$4,500.00
22
Std. 8' Dia. Manhole
1
EA
$6,000.00
$6,000.00
23
Extra Depth Manhole Wall 5' Dia.
226
VF
$150.00
$33,900.00
24
Extra Depth Manhole Wall 6' Dia.
6
VF
$180.00
$1,080.00
25
Extra Depth Manhole Wall 8' Dia.
6
VF
$240.00
$1,440.00
26
Connect To Existing Manhole
2
EA
$2,000.00
$4,000.00
27
Cap Existing Line
3
EA
$1,500.00
$4,500.00
28
Existing Manhole Flow Modification
1
LS
$7,500.00
$7,500.00
29
Connect To Existing 36" Stub Out
1
EA
$1,500.00
$1,500.00
30
12" Rock Rip Rap
200
CY
$50.00
$10,000.00
31
Seeding
68,560
SY
$0.50
$34,280.00
32
Strand Wire Fence
1,000
LF
$5.00
$5,000.00
33
Final As -Built Drawings
1
LS
$10,000.00
$10,000.00
34 lContingency
10%
$307,801.50
SUB - TOTAL:
$3,385,816.50
Engineering, Surveying, & EID:
$175,000.00
Inspection:
$50,000.00
Wetland Mitigation & Mitigation Plan:
$100,000.00
ODEQ Permitting Fees:
$3,600.00
1.5% Bond Counsel:
$60,000.00
City of Owasso Legal Fees:
$30,000.00
Perm. Esmts. 5.5 Ac. $10K/AC:
$55,000.00
Temp. Esmts. 13.8 Ac. $10K/AC:
$138,000.00
TOTAL ESTIMATE COST: $3,997,416.50
D
The Owasso Public Works Authority 7/5/13 MMD
Series 2013 CWSRF Promissory Note to OWRB
Ranch Creek Interceptor Line Project
Loan
Repayment
I
Est. Interest
Annual
Monthly
Est. Total
Amount
Term
Rate
Payment
I Payment I
Interest
3,990,000 5 Years
1.65%
834,655
69,555
183,277
3,990,000 10 Years
2.15%
445,561
37,130
465,609
3,990,000 15 Years
2.51%
320,856
26,738
822,833
3,990,000 20 Years
2.77%
261,182
21,765
1,233,639
Note: Repayment Term reflects amortization period after project completion
7
The Owasso Public Works Authority
Series 2013 CWSRF Promissory Note to OWRB
(Ranch Creek Interceptor Project)
Preliminary Loan Sizing and Payment Analysis
Component Amount
Estimated Construction Cost
3,078,015.00
Contingency (10 %)
307,801.50
Engineering, Surveying & EID
175,000.00
Inspection
50,000.00
Wetland Mitigation & Mitigation Plan
100,000.00
ODEQ Permitting Fees
3,600.00
Permanent Easements 5.5 acres @ $10,000 /ac
55,000.00
Temporary Easements 13.8 acres @ $10,000 /ac
138,000.00
Bond Counsel Fee (1%) and Expenses
42,400.00
Financial Advisor Fee (.85%) and Expenses
36,415.00
Trustee Bank Acceptance Fee
500.00
Rounding
3,268.50
Total Note Amount
3,990,000.00
Total Costs of Issuance
79,315.00
Costs as % of Note Amount
1.99%
7/8/2013
Payment Analysis
Note
Amount
Repayment
Term
Est.lnt.
Rate
Annual
Payment
Monthly
Payment
3,990,000.00 15 Years 2.51% $320,855.54 $26,737.96
Note: Assumes first principal payment due 9/15/14
0
Owasso Public Works Authority
Projected Debt Coverage w/2013 CWSRF Note
Based on FY 2012 Audited Financial Statements
Operating Revenues
Charges for services:
Water
Wastewater
Sanitation
Penalties /late charges
Recycle
Internal service charge
Other
Total Operating Revenues
Operating Expenses
Utility billing
Administration
Water
Wastewater treatment plant
Wastewater collection
Refuse collections
Recycle center
Other
Total Operating Expenses
Net Operating Revenues
Non - Operating Revenues (Expenses)
Investment income
Sales Tax Revenue - 2%
Net Revenues Available for Debt Service
Debt Service Payments
Existing OWRB Note Payments
Util Sys and Sales Tax Note Payments
Proposed 2013 CWSRF Note Payment
Total Note Payments
Net Revenues Before Transfers and Capital Outlay
Debt Coverage
10 Year Term 15 Year Term 1 20 Year Term
4,927,414
4,927,414
4,927,414
3,165,977
3,165,977
3,165,977
1,713,184
1,713,184
1,713,184
247,745
247,745
247,745
55,298
55,298
55,298
141,114
141,114
141,114
10, 250, 732
10,250,732
10, 250, 732
338,615
338,615
338,615
749,577
749,577
749,577
4,021,682
4,021,682
4,021,682
945,913
945,913
945,913
538,519
538,519
538,519
846,983
846,983
846,983
247,599
247,599
247,599
862,436
862,436
862,436
8,551,324
8,551,324
8,551,324
1,699,408
1,699,408
1,699,408
23,742
23,742
23,742
12, 228, 672
12, 228, 672
12,228,672
13,951,822
13,951,822
13, 951, 822
(2,303,519)
(2,303,519)
(2,303,519)
(2,083,670)
(2,083,670)
(2,083,670)
(445,561)
(320,856)
(261,182)
(4,832,750)
(4,708,045)
(4,648,371)
9,119,072
9,243,777
9,303,451
1.89
1.96
2.00
E
Owasso Public Works Authority
Projected Cashf low Impact w/2013 CWSRF Note
Based on FY 2012 Audited Financial Statements
Operating Revenues
Charges for services:
Water
Wastewater
Sanitation
Penalties /late charges
Recycle
Internal service charge
Other
Total Operating Revenues
Operating Expenses
Utility billing
Administration
Water
Wastewater treatment plant
Wastewater collection
Refuse collections
Recycle center
Other
Total Operating Expenses
Net Operating Revenues
Non - Operating Revenues (Expenses)
Investment income
Net Operating Revenues
Debt Service Payments
Existing OWRB Note Payments
Util Sys and Sales Tax Note Payments
Other Sales Tax and Unsecured Note Payments
Proposed 2013 CWSRF Note Payment
Total Note Payments
Net Revenues Before Transfers and Capital Outlay
Transfers In Pledged as Security
Transfers In - Unpledged
Transfers Out
Net Income
10 Year Term 1 15 Year Term 1 20 Year Term
4,927,414
4,927,414
4,927,414
3,165,977
3,165,977
3,165,977
1,713,184
1,713,184
1,713,184
247,745
247,745
247,745
55,298
55,298
55,298
141,114
141,114
141,114
10,250, 732
10,250, 732
10, 250,732
338,615
338,615
338,615
749,577
749,577
749,577
4,021,682
4,021,682
4,021,682
945,913
945,913
945,913
538,519
538,519
538,519
846,983
846,983
846,983
247,599
247,599
247,599
862,436
862,436
862,436
8,551,324
8,551,324
8,551,324
1,699,408
1,699,408
1,699,408
23,742
23,742
23,742
1,723,150
1,723,150
1,723,150
(2,303,519)
(2,303,519)
(2,303,519)
(2,083,670)
(2,083,670)
(2,083,670)
(1,392,273)
(1,392,273)
(1,392,273)
(445,561)
(320,856)
(261,182)
(6,225,023)
(6,100,318)
(6,040,644)
(4,501,873)
(4,377,168)
(4,317,494)
18,470, 423
18,470,423
18,470,423
1,024,227
1,024,227
1,024,227
(13,981,987)
(13,981,987)
(13,981,987)
1,010,790
1,135,495
1,195,169
10
The Owasso Public Works Authority
CWSRF Note to OWRB
Ranch Creek Sewer Interceptor Project
Proposed Time Schedule
EVENT DATE
OPWA authorized submission of Loan Application 4/16/2013
Application submitted to OWRB 5/23/2013
OPWA Approval of EID 7/16/2013
OWRB approval of loan and funds committed 8/20/2013
Advertise for Construction Bids August 2013
Receive Construction Bids September 2013
Interest Rate Set by OWRB September 2013
OPWA and City Council approval of Loan Documents Sept /Oct 2013
and award Construction Contract
Loan Closing October 2013
Start Construction November 2013
11