HomeMy WebLinkAbout2016.05.10_Worksession AgendaThis meeting is a worksession for Council/Trustee discussion only.
There is no opportunity for public comments at worksession
RECEIVED
PUBLIC NOTICE OF THE MEETING OF THE
OWASSO CITY COUNCIL, OPWA & OPGA MAY Q 6 2016,Ow
` Ics
Council Chambers, Old Central Building
109 N Birch, Owasso, OK 74055
Regular Meeting
Tuesday, May 10, 2016 - 6:00 pm
1. Call to Order
Mayor /Chair Lyndell Dunn
2. Discussion relating to the Festival Marketplace Concept Plan and GH2 Architects, LLC of
Tulsa, Oklahoma will present concept plan
Larry Langford
3. Consideration and appropriate action relating to a request for an executive session for the
purpose of discussing personnel matters relating to the City Manager as provided for in Title
25, O.S. Section § 307(B)(1)
The City Council will meet in executive session with Greenwood Performance to discuss the
annual evaluation of the City Manager.
4. Discussion relating to Community Development items
Bronce Stephenson
A. OA -16 -03 Annexation Request - 7347 N 1 15th E Ave
B. OA -16 -04 Annexation Request - 7400 N Mingo Valley Expressway
C. SUP 16 -01 - Charity Auto Sales - 11595 E 1 16th St N
5. Discussion relating to Change Order No. 5 - 106th & Garnett Rd Intersection Improvements
Project
Dwayne Henderson
6. Discussion relating to Public Hearing and zoning approval process
Julie Lombardi
7. Discussion relating to Council Orientation & Review
Julie Lombardi
8. Discussion relating to Board & Committee Appointments
Julie Stevens
9. Discussion relating to City Manager items
Warren Lehr
• Resolution - Sales Tax Watchdog Committee oversight of Vision Sales Tax
• Ordinance - Amending Use Tax language
• Utility rate increases
• FY 2017 Budget presentation
• Monthly sales tax report
• City Manager report
Owasso City Council, OPWA & OPGA
May 10, 2016
Page 2
10, City Council /Trustee comments and inquiries
11. Adjournment
Notice of Public Meeting filed in the office of the City Clerk and the Agenda posted at City Hall
bulletin board at 6:00 pm on Friday, May 6, 2016. /
Sherry Bishop, ity Clerk
OT city Wir?-,
f Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Bronce L. Stephenson, MPA
Director of Community Development
SUBJECT: Annexation (OA 16 -03)
DATE: May 6, 2016
BACKGROUND:
The City of Owasso received an application for review and approval of an annexation request
for property located at 7347 N 1 15th E Ave. The property is approximately 2.8 acres in size.
SURROUNDING ZONING:
Direction
Zoning
Use
Land Use Plan
Jurisdiction
North
IL (Industrial)
Undeveloped
Industrial /Commercial
Tulsa County
South
IL (Industrial)
Undeveloped
Industrial
Tulsa County
East
RE (Residential
Estate )
Residential
Residential
Tulsa County
West
AG
(Agriculture)
Highway (US-
169
AG
City of
Owasso
SUBJECT PROPERTY /PROJECT DATA:
Property Size
2.8 acres
Current Zoning`
IL Industrial Light)
Proposed
Use
N/A
Lots /Blocks
N/A
Number of Reserve Areas
N/A
Within PUD?
N/A
Within Overlay° District?
No
Water Provider /District
Rogers Water District
Applicable Paybacks !
City of Owasso Storm Siren
Fee 35 /acre
Streets ublic;or private)
Private
ANALYSIS:
The applicant for this annexation is requesting this property be annexed into the City of Owasso
corporate limits. According to the Tulsa County Zoning Map, the property is currently zoned IL
(Industrial Light). The applicant has requested that the current Tulsa County Zoning of IL
(Industrial Light) remain on the property upon annexation. There is a small strip of land zoned RE
(Residential Estate), which shall remain as currently zoned. This Industrial zoning designation is
supported in the City of Owasso's Land Use Master Plan as this area is called out for industrial
uses.
There have been concerns expressed from neighbors to the east of the property when legal
notices were mailed to property owners within the designated 300' radius. These concerns with
the development have been recorded by staff and will be addressed at the appropriate time of
the development stage. The specific concerns are in relation to issues of flood management,
access, buffering, fencing, noise and property values. At this time, this request from the
applicant is only for the proposed annexation into the City of Owasso jurisdiction and whether
the city can adequately service the property with life safety, utilities, and public streets.
Upon annexation the property will be subject to all development standards, codes and
ordinances of the City of Owasso, including, but not limited to paved streets, storm water
detention, sidewalks, life safety, and landscaping.
COMPREHENSIVE PLAN CONSISTENCY:
The GrOwasso 2030 Land Use Master Plan identifies the subject property as having a future land
use for industrial development. The proposed industrial use conforms to the land use plan.
ANNEXATION COMMITTEE:
This item was reviewed by the Owasso Annexation Committee on April 27, 2016. The committee
determined that the property could be served with utilities and emergency services and
recommended approval of the annexation.
PLANNING COMMISSION:
This item will be heard by the Owasso Planning Commission at their meeting on May 9, 2016.
ATTACHMENTS:
Area Map
Aerial Map
INCOG Map
Letters of Concern from Neighboring Property Owners
OA 16 -03
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Annexation
Request
04/22/2016
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s
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 16.03
Annexation Request ,
1" = 752 ft 04/22/2016
O
5
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.
IL
CS
.q
Subject Tract
IL
LLJ
W
2 �
1
1
1
1 1'
PUD -475A
1
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RS -3
RE
LEGEND
= Owasso Corporate Limits
T 'j Subject 0 75 150 300
0 300' Radius [%�� Tract OA 16 -03 1 1 Feet 1 1 3221-14 +
DATE: May 4, 2016
TO: Bronce L. Stephenson
Director of Community Development
City of Owasso, OK
FROM: Neighbors on 117th East Avenue
And East 69th Street
SUBJECT: OA -16 -02 and 03
Please place the attached memo in the Planning Commission packets for
the Planning Commission meeting scheduled for May 10, 2016.
Thank you,
Joyce Snider
DATE: May 2, 2016
TO: Planning Commission Members
Bronce L.Stephenson
Director of City Development
City of Owasso, OK 74055
FROM: Concerned Neighbors
SUBJECT: Proposed annexation of parcels between 117 °i East Avenue and frontage road of Highway 169
OA -16 -02 and OA-16-03
We, neighbors in the area of 117' East Avenue and East 690' Street, have a number of concerns regarding the
proposed annexation of three parcels located between our street and the frontage road. While most of us may not
be opposed in general to the proposed annexations, the insertion of Light Industrial zoning in a residential area in
and of itself can be extremely intrusive, bringing truck traffic, noise and pollution as it often does, materially
interfering with a peaceful residential area. (The buffer will be flexible up to a point and we can only hope it will
be the maximum possible.)
Property owners David Ream and Flo Sharpe, who are the most affected by the proposed annexations because their
homes are the closest, were given no notice prior to setting a public hearing, making it impossible for them provide
feedback early in the process. The crux of the matter at this point is that this annexation sets the parameters
for approval of every application that follows on the annexed area!!! Now is the time to decide whether you
want to allow the original County zoning of Light Industrial to stand as LI, not with later other application. One
very real detriment to the two extremely close neighbors is the lower value of the surrounding property.
Mr. Ream's main concern is the possible use of the strip of property north of and contiguous to his property for
access to the three parcels under consideration for annexation. Especially when there are two access points to the
parcels from the adjacent frontage road.
In addition, it would be costly to construct an access from 1170' East Avenue. It would be necessary to remove and
relocate the existing utility pole, remove the existing brick wall, remove two large trees, remove the septic system,
relocate gas and water lines and build two privacy fences to hide the access road from the view of it from the two
neighbors. With all that, it would still be an eyesore, detracting from the residential ambiance.
Mrs. Sharpe's concern is that such an access road would be about 30 feet from her house, with the attendant noise
and pollution it could bring into her home if used commercially. (The neighbors on the street still remember the
big trucks that used to barrel through their neighborhood.)
The communication from the developer so far is through Tanner Consulting, who can only Iisten, convey
information and make recommendations to the property owners. That could prove to work to the disadvantage of
the residential area.
We hope the City officers and Staff will take this communication seriously and will continue to protect this
residential area. Those of us who have communicated with Mr. Stephenson have been treated with respect and
provided with an overview of the situation and what it means for us.
Thank you for your consideration
20 April 2 -16
To: The Owasso Planning Commission,
The Owasso City Council
The Community Development Director, Bronce Stephenson
We own 7219 N. 117th East Ave. and 11618 E 69 St N.
We have concerns about the proposed development of the property referred to as
OA -16 -03 & 04
Concerns:
We are concerned about additional traffic in our neighborhood and the deterioration of
our roads due to encroachment of a development into our neighborhood with access on
to N. 117th E. Ave.
We are concerned about the value of our property dropping if something undesirable is
developed on this property.
We are concerned about the noise from the development of this property.
We have had problems in the past such as trucks doing business with Hammco /Harsco
blocking N. 115th E. Ave. as well as E 69th St N.
We have had problems with semis knocking down mail boxes and ruining the street
when Water Products used to come from this same property on to N 117th E Ave.
We have had so much traffic on N 117th E Ave in times past that children couldn't ride
their bikes and people couldn't walk the street from Water Products traffic to and from
their property on to N 117th E Ave as well as due to Hammco /Harsco and Fleenor/
garage apartment.
Solutions:
1) We would like a buffer zone between this new development and the residential
properties it backs up against consisting of:
A buffer of fifty feet
An eight foot high privacy fence.
We would like trees in the buffer zone. The trees need to be maintained and taller
than the privacy fence, not tiny seedlings.
We want all lighting positioned so that it doesn't cause light pollution in the
residential properties.
Lighting for safety is acceptable, but not shining into residences.
2) We want NO ACCESS nor ENCROACHMENT by this development onto N
117th E Ave.
Wayne and Jan Gaylord
7219 N 117th E Ave
11618E69StN
Owasso
ECEIVE,
APR 21 2016
BY
4/20/2016
TO: The Owasso Planning Commission
The Owasso City Council
The Community Development Director, Bronce Stephenson
I own the property at 7418 N 117`h E Ave, in Owasso Ok and have concerns related to the proposed
development of the property referred to as OA -16 -03 & 04. Along with my concerns are solutions that I
feel are reasonable.
1.) Increase of additional traffic in our neighborhood and the deterioration of our roads due to
encroachment of a development into our neighborhood with access on to 117th E Ave.
A.) We have experienced mailboxes being knocked down when "Water Products" accessed
their facility in the same area.
B.) We have children that play in the area and adults that like to get their daily walk in on the
road. Neither of these will be possible with increased traffic.
C.) No access to Proposed sections of property during or after completion of construction to
be allowed off of 1171h E Ave.
2.) Noise during the development of this property and once the development is completed.
A.) Buffer installation such as privacy fence and "MATURE" trees that are at least equal to the
height of a privacy fence. Both of which shall be maintained by the property owner /city.
B.) Lighting of property referenced as OA -16 -03 & 04 during and after development must not
shine into the neighborhood houses behind /beside said property.
3.) Since my property adjoins both sections of land in question, I am very concerned about my
property value declining once development is completed.
Florence Sharpe
7418 N 117`" E Ave '
Owasso, Ok.
ECEIVE
APR 21 2016
BY:
The City Wit out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Bronce L. Stephenson, MPA
Director of Community Development
SUBJECT: Annexation (OA 16 -04)
DATE: May 6, 2016
BACKGROUND:
The City of Owasso received an application for review and approval of an annexation request
for property located at 7400 N Mingo Valley Expressway. The property is approximately 13 acres
in size.
SURROUNDING ZONING:
Direction'`
Zoning
Use
Land Use 'Plan
`Jurisdiction'
N/A
CH
N/A
Number of Reserve Areas r
N/A
North
(Commercial—
Commercial
Commercial
City of
Ro ers Water District
Heavy)
City of Owasso Storm Siren
Fee 35 /acre
Streets ublic or private)
Owasso
South
IL (Industrial)
Undeveloped
Industrial
Tulsa County
East
RE (Residential Estate
Residential
Residential
Tulsa County
West
AG
Highway(US-
AG
City of
A riculture
169
Owasso
SUBJECT PROPERTY /PROJECT DATA:
Property Size
13 acres
Current Zoning'
IL Industrial Light)
Proposed Use
N/A
Lots /Blocks
N/A
Number of Reserve Areas r
N/A
Within PUD?
N/A
Within Overlay District? `
No
Water Provider /District ;
Ro ers Water District
Applicable Paybacks ?
City of Owasso Storm Siren
Fee 35 /acre
Streets ublic or private)
Public
ANALYSIS:
The applicant for this annexation is requesting this property be annexed into the City of Owasso
corporate limits. According to the Tulsa County Zoning Map, the property is currently zoned IL
(Industrial). The applicant has requested that the current Tulsa County Zoning of IL (Industrial
Light) remain on the property upon annexation. This industrial zoning designation is supported in
the City of Owasso's Land Use Master Plan as this area is called out for industrial uses.
There have been concerns expressed from neighbors to the east of the property when legal
notices were mailed to property owners within the designated 300' radius. These concerns with
the development have been recorded by staff and will be addressed at the appropriate time of
the development stage. The specific concerns are in relation to issues of flood management,
access, buffering, fencing, noise and property values. At this time, this request from the
applicant is only for the proposed annexation into the City of Owasso jurisdiction and whether
the city can adequately serve the property with life safety, utilities, and public streets.
Upon annexation the property will be subject to all development standards, codes and
ordinances of the City of Owasso, including, but not limited to paved streets, storm water
detention, sidewalks, life safety, and landscaping.
COMPREHENSIVE PLAN CONSISTENCY:
The GrOwasso 2030 Land Use Master Plan identifies the subject property as having a future land
use for industrial development. The proposed industrial use conforms to the land use plan.
ANNEXATION COMMITTEE:
This item was reviewed by the Owasso Annexation Committee on April 27, 2016. The committee
determined that the property could be served with utilities and emergency services and
recommended approval of the annexation.
PLANNING COMMISSION:
This item will be heard by the Owasso Planning Commission at their meeting on May 9, 2016.
ATTACHMENTS:
Area Map
Aerial Map
INCOG Map
Neighbor Concern Letters
DATE: May 4, 2016
TO: Bronce L. Stephenson
Director of Community Development
City of Owasso, OK
FROM: Neighbors on 117`h East Avenue
And East 69�h Street
SUBJECT: OA -16 -02 and 03
Please place the attached memo in the Planning Commission packets for
the Planning Commission meeting scheduled for May 10, 2016.
Thank you,
Joyce Snider
DATE: May 2, 2016
TO: Planning Commission Members
Bronce L.Stephenson
Director of City Development
City of Owasso, OK 74055
FROM: Concerned Neighbors
SUBJECT: Proposed annexation of parcels between 117t" East Avenue and frontage road of Highway 169
OA -16 -02 and OA-16-03
We, neighbors in the area of 117'' East Avenue and East 690' Street, have a number of concerns regarding the
proposed annexation of three parcels located between our street and the frontage road, While most of us may not
be opposed in general to the proposed annexations, the insertion of Light Industrial zoning in a residential area in
and of itself can be extremely intrusive, bringing truck traffic, noise and pollution as it often does, materially
interfering with a peaceful residential area. (The buffer will be flexible up to a point and we can only hope it will
be the maximum possible.)
Property owners David Ream and Flo Sharpe, who are the most affected by the proposed annexations because their
homes are the closest, were given no notice prior to setting a public hearing, making it impossible for them provide
feedback early in the process. The crux of the matter at this point is that this annexation sets the parameters
for approval of every application that follows on the annexed areaM Now is the time to decide whether you
want to allow the original County zoning of Light Industrial to stand as LI, not with later other application. One
very real detriment to the two extremely close neighbors is the lower value of the surrounding property.
Mr. Ream's main concern is the possible use of the strip of property north of and contiguous to his property for
access to the three parcels under consideration for annexation. Especially when there are two access points to the
parcels from the adjacent frontage road.
In addition, it would be costly to construct an access from 117'' East Avenue. It would be necessary to remove and
relocate the existing utility pole, remove the existing brick wall, remove two large trees, remove the septic system,
relocate gas and water lines and build two privacy fences to hide the access road from the view of it fiom the two
neighbors. With all that, it would still be an eyesore, detracting from the residential ambiance.
Mrs. Sharpe's concern is that such an access road would be about 30 feet from her house, with the attendant noise
and pollution it could bring into her home if used commercially. (The neighbors on the street still remember the
big trucks that used to barrel through their neighborhood.)
The communication from the developer so far is through Tanner Consulting, who can only listen, convey
information and make recommendations to the property owners. That could prove to work to the disadvantage of
the residential area.
We hope the City officers and Staff will take this communication seriously and will continue to protect this
residential area. Those of us who have communicated with Mr. Stephenson have been treated with respect and
provided with an overview of the situation and what it means for us.
Thank you for your consideration
OA 16 -04
si
1" = 1,505 ft Annexation 04/22/2016
Request
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 16 -04
Annexation..��
1" = 1.505 ft L Request 04/22/2016 'ell
5
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.
CS
CS
RS -3
AG
E 2nd AV
A 6fiM',
N
CS
CH
CH
CS
169
RMH
169
AG
Subject Tract
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Owasso Corporate Limits
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Subject
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OA 16 -04 32 21 -14
:
Feet
nTity Wit out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Bronce L. Stephenson, MPA
Director of Community Development
SUBJECT: Specific Use Permit - Charity Auto Sales
DATE: May 6, 2016
BACKGROUND:
The City of Owasso received an application for review and approval of a Specific Use Permit for
Charity Auto Sales. The subject property is located at 11595 E 1 161h St N.
SURROUNDING ZONING:
Direction
Zoning
Use
land Use Plan
Jurisdiction'
Commercial
RS -3
1 Lot, 1 Block
Number of Reserve Areas
N/A
North
(Residential
Residential
Residential
City of
C ty of Owasso
Single Family)
Storm siren fee of 35 /acre
Streets (public or private)
Owasso
South
(Agriculture)
Undeveloped
Commercial
Tulsa County
RS -3
East
(Residential
Residential
Residential
City of
single Family)
Owasso
CS
West
(Commercial
Commercial
Commercial
Tulsa County
Shopping)
SUBJECT PROPERTY /PROJECT DATA:
Property Size
0.52 acres
Current Zoning
CS Commercial Sho in
Proposed Use
Commercial
lots /Blocks
1 Lot, 1 Block
Number of Reserve Areas
N/A
Within PUD?
N/A
Within Overlay' District? >
N/A
Water Provider
C ty of Owasso
Applicable Pa backs
Storm siren fee of 35 /acre
Streets (public or private)
N/A
ANALYSIS:
A Specific Use Permit (SUP) is required in certain zoning districts for uses that may be a bit more
intensive than surrounding uses. Within CS Zoning, an SUP is required for automobile sales, which
is requested as a part of this permit. An automobile sales use requires an SUP because it often is
associated with heavier traffic and lighting than is typically accustomed in CS zoning. The
applicant has submitted a set of drawings, which provide an indication of building architecture
and layout of the facility on the property. This project proposes a very small lot with a limited
number of vehicles, but staff has determined additional conditions that would make this use a
better fit for the location. A Specific Use Permit allows for certain conditions to be required and
additional restrictions to be added should approving bodies feel the need.
TECHNICAL ADVISORY COMMITTEE:
The Technical Advisory Committee (TAC) reviewed the final plat and site plan for Charity Auto
Sales at the March 23, 2016 meeting. All TAC comments have been addressed by the
applicant.
PLANNING COMMISSION:
The Planning Commission will review this item at their regular meeting on May 9, 2016.
RECOMMENDATION:
Staff will recommend approval of the Specific Use Permit, subject to Planning Commission
recommendation with the following conditions:
• An 8 -foot tall opaque screening fence be required adjacent to the residential properties
abutting the subject property on the north and east boundaries. The fence shall be
double- sided.
• The only allowable signage shall be a 4 -foot tall monument sign or signage on the face
of the building.
• Additional mature landscaping be required abutting the residential properties.
• Full brick fagade be required on the southern and western building elevations.
• No additional signage, flags, balloons,
• Hours of operation be restricted to 7AM to 8PM.
• Non - essential lot lighting be turned off from 8PM to 7AM.
• At least four planters be required along the building frontage.
• Awnings required above each of the doorways facing south.
ATTACHMENTS:
Area Map
Aerial Map
SUP Site Plan and Supporting Documentation - Charity Auto Sales
Building Elevations
SUP 16.01
4
Charity Auto
1" = 376 ft 05/04/2016 r ;�
Sales
5
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_
SUP 16 -01
N
Charity Auto ='
1" = 376 ft r.
Sales 05/0412016
5
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.
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MAR 2 h 2018
BY:
Meloh 23, 2019
The City Wit tout Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: H. Dwayne Henderson. P.E.
City Engineer
SUBJECT: E. 1061h St N/N Garnett Road Intersection Improvements
Change Order No. 5
DATE: May 6, 2016
BACKGROUND:
In 2013, the City of Owasso worked with the Oklahoma Department of Transportation (ODOT) to
bid the intersection improvements at East 10611) Street North /North Garnett Road. The
construction was funded 80% by ODOT and 20% by the City of Owasso (utility relocation was
100% responsibility of the City of Owasso).
During construction of the Intersection project, several time delays were experienced due to
utilities being relocated in the wrong location, rain delays and availability of materials.
During the construction project, Paragon Contractors were penalized 136 days for delays
completing the project after the agreed completion date. The cost for the delays, $102,000, was
withheld from their final payment.
Based on the agreement with ODOT, all change orders must be reviewed and approved by the
local entity once ODOT's Division office approves the work. All utility related delays are to be
paid by the local entity at 100 %.
CHANGE ORDER NO. 5:
The Oklahoma Department of Transportation met with the contractor to discuss the original
penalty and the delay claims presented by the contractor that were caused by improperly
relocated utilities and limited room to work around them. They are claiming 88 days be
reclaimed of the 136. The cost of the claim was $80,881.76, to be added back in to the contract.
The result of the meeting was that ODOT and the contractor agreed to reduce the delay claims
from 88 days to 21 days. The cost of the change order was reduced to $52,358.67.
The delays that were agreed to by both parties are as follows:
1) AEP not lowered enough to construct storm manhole - 1 day
2) Unmarked R WD water line delayed work - 0.5 days
3) ATT line not relocated where it was supposed to be - 3.5 days
4) Creek crossing not drawn accurately. Additional fittings needed to make water line
crossing work - 3 days
Change Order 5
1061h Street North /North Garnett Road Intersection Widening
Page 2 of 2
5) Old City of Owasso water line in way of bore for new water line - 1 day
6) RWD required ductile iron pipe on tie -ins that weren't on the plans - 2 days
7) RWD casing installed as on plans but casing had to be relocated - 1 day
8) Cox cable locates could not be obtained - 5 days
9) Relocate 80' of water line to miss AEP poles - 1 day
10) Rescheduled bore due to late utility locates - 1 day
11) Pressure test kept failing due to PVC -HDPE connection issue - 2 days
FUNDING:
The penalty cost to the contractor of $102,000 was added to the project funds, with 20%
allocated back to the City of Owasso, which is $20,400. Total cost for the time delay is
$52,358.67.
With Change Order No. 5 being 100% the City of Owasso responsibility, $20,400 of the penalty
shall be returned to the contractor with an additional $32,138.67 to be accounted for from the
project budget. The final cost of the project has not been determined yet so additional funds, if
needed, above the portion already paid in escrow has not been determined.
RECOMMENDATION:
An item has been included on the May 10 Council Work Session in order to discuss this change
order. Unless Council expresses concern, staff will be proposing an approval of the Change
Order No. 5 in the amount of $52,358.67, 100% of which is the responsibility of the City of Owasso.
ATTACHMENTS:
Proposed Change Order No. 5
Change Order Support data
Site Map
J. Y
EST, Inc.
Ca Tulsa Office: 6106 East 32"^ Pi., Ste. 101, Tulsa, OK 74135, (918) 660 -7141, Fax (918) 660 -7167
mprelrensfve Engineering Services
February 29, 2016
VIA CERTIFIED MAIL
ATTN: H. Dwayne Henderson, P.E., City Engineer
City of Owasso
301 W. 2i'1 Ave.
Owasso, OK 74055
RE: ODOT Project # STP- 172A(462)1IG; City of Owasso; Paragon Contractors
Mr. Henderson:
Enclosed please find Change Order 5 for utility conflicts with RWD 93, AT &T, Cox, City of
Owasso and AEP; adding 88 days of contract time affecting the critical path of work outside the
contractor's control, and adding an item to compensate the contractor for stand by time as a
result of delays. Additionally, the documents evidencing the time line for delays is included for
your review.
Please have a representative with the City of Owasso sign and return to our office at the address
above.
Sincerely,
Sarah A. Hopper
Construction Administration
Norman 0 Moore ® Ardmore 0 Stillwater 0 Tulsa 0 McAlester ® Lawton
www.estine.net
2/10/2016
Change Order Report
Oklahoma Department of Transportation
rhnnna nrAer
Contract ID
130145 Prima Count TULSA I Prima —PC—N--T-
CN 26599(04
Chan 2e Order Nbr
eri
005 Pro'ect STP -172A 462 IG
Contrail Description
GRADE, DRAIN, SURFACE, AND SIGNAL CITY STREETS: AT THE INTERSECTION OF 106TH STREET AND GARNETT ROAD IN
HE CITY OF OWASS0. PROJECT LENGTH = 0.427 MILE.
Change Order Type
CHANGE ORDER
Zero Dollar Change Order
NO I Status Pendin
General Change Order Description(s): During construction of project the Contractor experienced numerous unforeseen delays due to utility conflicts with RWD ;k3, AT&T, Cox, City of
Owasso, and AEP. This change order adds 88 days of contract time due to these delays affecting the critical path of work outside the contractors control and adds an item to compensate the
contractor for standby time also as a result of delays. See attachment "Utility Delay's Time Line" for days added and "Cost Breakdown" for a cost breakdown of contractors claim for standby
costs. Please note due to contractors efforts to mobilize crew and equipment to other projects during delays standby costs were only accrued for 20 of the 88 days. This change order resolves
any claim for additional time and /or compensation.
Pd Nbr Itm Nbr Catg I Item Code Unit Unit Price Bid Qty ! Prem. OApprvc! Curr CO Qty New Revised Amount of Change
9001 0901 1091100 LSUM - $52,358.67 0.00 0.00 1.00 1.00
Item Description: NEGOTIATED SETTLEMENT OF CONTR'S CLAIM This Change: $52,358.67
Supplemental Description 1: Standby costs for utility delays Prev Revised: $0.00
Supplemental Description 2: New Revised: 552,358.67
Bid Contract: $0.00
Net Change: $52,358.67
PCT Change: 100.00%
Explanations: This item compensates the contractor for standby costs associated with delays caused by numerous utility conflicts encountered during
construction. See attachment for cost breakdown.
+, 1 i f
88.00
Contractor encountered numerous issues associated with existing utility conflicts that impacted the critical path of the project schedule. These conflicts impacted
the construction of the new waterlines as well as the new storm sewer system that had to be completed prior to the widening of the new roadway. Days
already not charged due to weather are not included. See attachment for schedule of days added.
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?110/2016
Change Order Report
As the duly authorized representative of PARAGON CONTRACTORS, LLC, contractor for the above referenced project, I affirm that I have reviewed the above and foregoing prices, quantities
and days for the changed or additional work, and I agree that the quantities and prices as are herein listed and the extension of time to perform the change or additional work as shown above will
adequately compensate the contractor for the changed or additional work. I understand that the quantities as listed above are estimated and may be subject to revision upon audit of the project. 1
further understand that the change order /supplemental agreement fully compensates the contractor for the changed or additional work and is in lieu of cost accounting for the work actually
performed or submission ��of a daimm as /provided 4;-Me standard specifications for highway construction and special provisions to the contract.
0A1E d'ak2ES7 AJl M ,6EQ
Signature Name(Printed) Company Title
Subscribed and sworn before me this 16 day of ,FEBil/LfT.QG/ year of 20110
Mycommission expires
P
Notary Public
D3oo &37g
Commission Number
> �
POLL Y OEMUE s
( 'J
N .tay Public
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; _Sicn'."
-----------------
C3C06370 L=zoi __
Oklahoma Department of Transportation Section
The prices for the additional items have been compared with ocher contract prices and are a fair amount for the work involved. P.E. Seaf
Respectfully requested by:
aY'nMichaF' w•i °,
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Department Personnel Approval Date
Residency Administration(R)
Vahabzadegan, Michael
Field Division Administration(R)
White, Randle W.
Construction Administration(R)
Raymond, George T. t
Central Office Administration(R)
Green, Paul D.
aY'nMichaF' w•i °,
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211 012 0 1 6
Change Order Report
Local Government Section
I acknowledge the work indicated on this Change Order. I understand the final costs of this work will be reflected in the final cost apportionment.
City /County Official
Date Acknowledged
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Contract ID 130145
«� �r Oldahoma Department of Transportation
1 Cost Breakdown For Differing Site Conditions, Changes & Extra Work
Project No. STP- 172A(462)IG Date 12/23/2015
County Tulsa Contractor
Description of Work Delay Cost for Existing Wilily Conflicts
1. Labor Total (Refer to Attachment A) $'15,705.60
a) Labor Overhead & Profit % 25.00 $3,926.40
2, Material Total (Refer to Attachment B) $0.00
a) Material Overhead & Profit % 20.00 $0.00
3. Equipment Total (Refer to Attachment C) $19,807.20
a) Equipment Additional Administrative Cost & Profit % 20.00 $3,961.44
4. a) Bonds
b) Propefty Damage 8, Liability Insurance
c) Workers Compensation
d) Unemployment Insurance Contribution
e) Social Security Taxes
f) Employment Fringe Benefits
%
Rate 1 $1000 of Payroll
Rate 1 $100 of Payroll
%
%
%
1.00
104.76
12.85
3.80
7.65
20.00
$355.13
$1,645.32
$2,018.17
$596.811
$1,201.48
$3,141.12
5. Subcontracted Worl(TOtal $0.00
a) Prime Contractor Overhead on Subcontracted Work % 10.00 $0.00
6. Work of a Non - Highway Construction Nature $0.00
a) Prime Contractor Overhead on Subcontracted Work % 10.00 $0.00
7. Total Cost of Work $52,358.67
a) Unit Price $52,358.67 Quantity 1 Units CY $52,358.67
Page 1 of 4
Contract ID 130145
77 Oldahoma Department of Transportation
�f.� bi Cost Breakdown For Differing Site Conditions. Changes & Extra Work
Project No. STP- 172A(462)IG Date 12123/2015
County Tulsa Contractor Paragon Contractors, LLC
Description of Work Delay Cost for Existing Utitliy Conflicts
'I. Labor Total (Refer to Attachment A) $15,705.60
a) Labor Overhead & Profit % 25.00 $3,926.40
2. Material Total (Refer to Attachment B) $0.0
a) Material Overhead & Profit % 20.00 $0.0
3. Equipment Total (Refer to Attachment C) $19,807.2
a) Equipment Additional Administrative Cost & Profit % 20.00 $3,961.4
4. a) Bonds
b) Property Damage & Liability Insurance
c) Workers Compensation
d) Unemployment Insurance Contribution
e) Social Security Taxes
Q Employment Fringe Benefits
%
Rate 1$1000 of Payroll
Rate 1$100 of Payroll
%
%
%
1.00
104.76
12.85
3.80
7.65
20.00
$355.13
$1,645.32
$2,01817
$596.81
$1,201.48
$3,141.12
5. Subcontracted Work Total $0.00
a) Prime Contractor Overhead on Subcontracted Work % 10.00 $0.00
6. Work of a Non - Highway Construction Nature $0.0
a) Prime Contractor Overhead on Subcontracted Work % 10.00 $0.0
7. Total Cost of Work $52,358.67
a) Unit Price $52,358.67 Quantity 1 Units CY 1 $52,358.67
Page 1 of 4
Attachment A - Labor Total
Contract ID: 130145
Description: Delay Cost for Existing Utitliy Conflicts
Labor Classification
No.
Rate / Hour
Total
Hours*
Total for Each
Labor Class
Forman
1.00
23.41
160.00
3,745.60
Pipelayer
2.00
17.00
160.00
5,440.00
Operators
2.00
17.00
160.00
5,440.00
Truck Driver
1.00
18.00
60.00
1,080.00
Labor Total
15,705.60
Total hours of work ner sinole worker.
Page 2 of 4
Attachment B - Material Total
Contract ID: 130145
Description: Delay Cost for Existing Utitliy Conflicts
Material Item Unit Cost I Unit Quantity Total For
Each Material
Material Total
Page 3 of 4
Attachment C - Equipment Total
Contract ID: 130145
Description: Delay Cost for Existing Wilily Conflicts
Equipment Type
No.
Cost/ Hour
Total
1•lours"
Total For
Each Type
Excavator Cat 320 (Standby Time)
1.00
41.39
160.00
$6,622.40
Loader 250 Kamatsu (Standby Time)
1.00
21.28
160.00
$3,404.80
Support Truck Full Time)
1.00
18.00
160.00
$2,880.00
Lowboy Move Truck (Full Time)
1.00
115.00
60.00
$6,900.00
Truck and Lowboy Multiple Demob and Remob
Labor Total
$19,807.20
Total hours or use per singie piece of equipment.
Page 4 of 4
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Owaso,OK74055
WIDENING PROJECT
918.272.4959
www. cityofowasso.com
SITE MAP
S
I
n /oz/n
The City Wit out Limits.
TO:
The Honorable Mayor and City Council
FROM:
Juliann M. Stevens
Deputy City Clerk
SUBJECT:
Board and Commission Appointments
DATE:
May 6, 2016
BACKGROUND:
In order to continue citizen participation and city staff involvement on the various boards,
committees, trusts, and commissions, an item has been placed on the May workession agenda
to begin discussion of the annual appointment process. The purpose of this memorandum is to
provide background information for each board or committee and identify terms which are set
to expire June 30.
CURRENT BOARD AND COMMITTEE MEMBERS:
Not including members of the City Council, inquiry was made to determine the level of interest in
continuing volunteer service on the various city boards and committees. As of the writing of this
memorandum, all appointees expressed their desire to continue serving in their current
appointed position.
ANNEXATION COMMITTEE
This committee is comprised of citizens, representatives from other boards and commissions, and
city staff. The Annexation Committee meets as needed to review annexation requests and
recommend action to the Planning Commission based on the City's annexation criteria.
Appointments are for a one -year term:
Lyndell Dunn (City Council Representative)
Chris Kelley (City Council Representative)
David Vines (Planning Commission Representative)
Kevin Lane (Citizen)
AUDIT COMMITTEE
The purpose of the audit committee is to oversee the audit of financial statements, ensure the
auditor is independent of city management and review internal controls and policies. The Audit
Committee consists of five voting members appointed by the City Council and two non - voting
ex- officio members (City Manager and Finance Director).
With the exception of the City Council Representative who serves a one -year term,
appointments are for three year terms:
City Councilor (Seat 1, City Council Representative- One -Year Term)
Vacancy (Seat 5, Banker Representative - Three Year Term)
* In accordance with the City Ordinance, Seat No. 1 shall be held by a City Councilor who is
serving the second year of their three -year term. Councilors Jeri Moberly and Chris Kelley are
eligible for this committee.
BOARD OF ADJUSTMENT
This is a quasi - judicial body whose function is to hear and decide cases relating to zoning
variances and appeals of the Building Inspector's interpretation of the building codes. Appeals
of decisions made by this board must be taken to District Court. The Board of Adjustment
contains five citizen members appointed by the City Council.
Appointments are for three -year terms:
Jim Bausch (Citizen Representative -Three Year Term)
Abhijeet Uffurkar (Citizen Representative - Three Year Term)
CAPITAL IMPROVEMENTS COMMITTEE
This committee reviews capital improvement requests and conducts a public meeting to discuss
current projects, completed projects, and recommends additional projects proposed to be
funded by the third -penny sales tax. This committee meets quarterly and as necessary and is
comprised of citizens, representatives of other boards and commissions, and city staff.
Appointments are for one year terms:
Bill Bush (City Council Representative)
Chris Kelley (City Council Representative)
Paul Loving (Planning Commission Representative)
Dirk Thomas (OEDA Representative)
Jeff Davis (Citizen Representative)
Shawn Reiss (Citizen Representative)
Jason Drake (Citizen Representative)
Rob Haskins (Citizen Representative)
Jim Hunter (Citizen Representative)
Casey Goodson (Citizen Representative)
Sherry Bishop, Assistant City Manager
Warren Lehr, City Manager
Linda Jones, Finance Director
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
The duties of this authority are to plan, implement, and promote projects and programs that will
directly benefit the economic well being of the community. The Authority is comprised of five
Trustees, one representative of the Chamber of Commerce, and one City Councilor.
With the exception of the Chamber Representative and the City Council Representative,
appointments are for five -year terms:
Vacancy (Frank Enzbrenner resigned - Five -Year Term)
Gary Akin (Chamber Representative - One -Year Term)
Jeri Moberly (Council Representative - One -Year Term)
PERSONNEL BOARD
This board meets when there is business to be addressed relating to appeals of personnel
decisions made by the City Manager. Meetings are called by the Chair when a petition from a
City employee is received in the Office of the City Clerk per the Personnel Policy Manual. The
Personnel board contains three citizen members appointed by the City Council.
Appointments are for three -year terms:
Rob Wright (Citizen Representative - Three -Year Term)
Vacancy (Citizen Representative - to fill remainder of term set to expire 6/30/2017)
PLANNING COMMISSION
The purpose of this commission is to review and recommend to the City Council actions relating
to zoning, platting, subdivision construction, annexation, commercial site plans, and other
related planning functions.
Appointments are for three -year terms:
Tim Miller (Citizen Representative - Three -Year Term)
Dr. Paul Loving (Citizen Representative - Three -Year Term)
SALES TAX WATCHDOG COMMITTEE
The purpose of this committee is to maintain citizen oversight of the collected third -penny sales
tax, ensure the proper use of revenues generated, and report findings to the public. This
committee generally meets twice per year on the fourth Monday of March and September.
Members are appointed for the life of the sales tax or until resignation or events cause a
termination as defined in the committee policy. Appointees may not serve in any elective or
other Council appointed position with the City of Owasso.
The following representative positions are vacant due to resignation or termination due to
attendance requirement:
Building Industry (Vacancy, member resigned)
News Media - (Vacancy, member resigned)
Recreation - (Vacancy, member resigned)
Retail Business - (Vacancy, member resigned)
Building Indus fry appointment is an individual who is engaged in real estate improvement
consisting of construction and /or development and having their primary business within the
service area;
News Media appointment is an individual who conducts media - related activities within the
service area as their primary career or business;
Recreation appointment is an individual who is an active member of an organized group
promoting the development of amateur sports and recreation in the service area;
Retail Business appointment is an individual who operates a retail outlet, that being a business
conducting direct sales to the public within the service area;
INCOG BOARD OF DIRECTORS
This is a regional council of local governments involved with planning functions and Federal
grant review functions. Appointment must be an elected official. Appointments are for a two -
year term expiring on December 31:
Jeri Moberly (City Council Representative)
Lyndell Dunn (City Council Representative, Alternate)
INCOG ENVIRONMENTAL POLICY COMMITTEE
This INCOG committee works with state and federal governmental agencies to implement clean
water, air quality, and energy programs for the region. Appointments to the committee are for
one -year terms:
Roger Stevens (Public Works)
INCOG TRANSPORTATION POLICY COMMITTEE
This regional transportation committee facilitates a cooperative effort with federal, state, and
local governments and other transportation agencies to assess the area's transportation
requirements. Appointments to the committee are for one -year terms:
Doug Bonebrake (City Council Representative)
Warren Lehr (City Manager, Alternate)
INCOG TRANSPORTATION TECHNICAL COMMITTEE
This committee works closely with the INCOG Transportation Policy Committee to develop
comprehensive, multi -modal plans that address the transportation needs and goals of the
region. Appointments to the committee are for one -year terms:
Roger Stevens (Public Works)
Dwayne Henderson (Public Works, Alternate)
REGIONAL METROPOLITAN UTILITY AUTHORITY
The Authority is a joint venture of Tulsa, Broken Arrow, Owasso, Jenks, and Bixby. The purpose of
the Authority is to fund regional municipal utility efforts. Appointments to the Authority are for
one -year terms:
Sherry Bishop (Assistant City Manager)
Roger Stevens (Public Works Director)
nTcity Wit out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Sherry Bishop
Assistant City Manager
SUBJECT: Oversight of Vision for Owasso Funds
DATE: May 6, 2016
BACKGROUND:
Approval of the Vision for Owasso sales tax indicates a high level of voter confidence that the
City Council and staff will continue to expend restricted sales tax funds as promised. Citizen
oversight and public reporting have been a valuable assurance to voters that their tax dollars
are well used. To continue the standard of public transparency, an oversight mechanism for the
Vision for Owasso funds is recommended.
The Citizens' Sales Tax Watchdog Committee was originally created by Ordinance 395 and
approved by voters in 1988 to provide "oversight" of the restricted third -penny sales tax. The
Watchdog Committee is appointed by the City Council. In order to support the independence
of the committee, members serve for an indefinite term and may not serve in any other elected
or Council appointed position with the City.
The committee meets twice a year (March and September) to review the status of third -penny
capital improvement projects, to review reports on the expenditure of the third -penny sales tax
and to approve a Progress Report for public distribution.
The proposed resolution would add oversight of the Vision for Owasso funds to the Watchdog
Committee responsibilities. After collection of the Vision sales tax begins next year, staff would
provide financial reports detailing the use of those funds similar to the current reporting for the
Capital Improvements sales tax.
PROPOSED ACTION:
Staff will recommend approval of a resolution designating the Citizens' Sales Tax Watchdog
Committee to provide oversight for the Vision for Owasso sales tax funds.
ATTACHMENT:
Proposed resolution
CITY OF OWASSO, OKLAHOMA
RESOLUTION 2016 -DRAFT
A RESOLUTION OF THE CITY COUNCIL OF OWASSO, OKLAHOMA, DESIGNATING THE
CITIZENS' SALES TAX WATCHDOG COMMITTEE TO PROVIDE OVERSIGHT FOR THE
VISION FOR OWASSO SALES TAX FUNDS.
WHEREAS, Voters approved the Vision for Owasso .55% sales tax on April 5, 2016; and,
WHEREAS, the declared purpose of the Vision for Owasso sales tax is to provide revenues
to fund street improvements and related expenditures, to include debt service on obligations
issued to finance said improvements; and,
WHEREAS, the Vision for Owasso projects are to be street improvements on East 96th
Street North and street improvements on East 1 16th Street with any excess revenue collected to
be used for additional street improvements; and
WHEREAS, The Citizens' Sales Tax Watchdog Committee is charged with monitoring the
expenditure of the proceeds from the "third penny" sales tax approved by the citizens in 1988,
1997, and 2003. Additionally, the committee is responsible for "reporting" to the public (in any
manner deemed appropriate) the use of those funds and any other information the committee
believes the public should know; and
WHEREAS, the City Council desires to establish the same public reporting system for the
Vision for Owasso sales tax funds.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OWASSO,
OKLAHOMA, THAT: the Citizens' Sales Tax Watchdog Committee shall provide oversight for the
Vision for Owasso sales tax funds.
APPROVED AND ADOPTED this _ day of _, 2016, by the City Council of the City of
Owasso, Oklahoma.
ATTEST:
Sherry Bishop, City Clerk
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
Lyndell Dunn, Mayor
The CitdyW, out Limifs.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Sherry Bishop
Assistant City Manager
SUBJECT: Proposed Use Tax Ordinance
DATE: May 6, 2016
BACKGROUND:
Oklahoma statutes require that the use tax rate be equal to the sales tax rate. This was
established as part of the Streamline Sales Tax legislation to improve the collectability of taxes on
catalog and online sales.
The Owasso code of ordinances sets the use tax rate at 3.50% which is equal to the sales tax
rate. The voter approved Vision for Owasso sales tax will change the sales tax rate to 4.05% on
January 1, 2017 through December 31, 2023 at which time the rate will change to 3.50 %.
Rather than amend the use tax ordinance to mirror the language in the sales tax ordinance, this
proposal would amend the ordinance to state that the use tax rate is the "same rate as the sales
tax." Any future sales tax rate changes would no longer necessitate an amendment to the use
tax ordinance.
PROPOSED ORDINANCE:
The proposed ordinance would amend Chapter 5 of Part 7 of the code or ordinances,
specifically, Section 7 -503, Excise Tax on Storage, Use or Other Consumption of Intangible,
Personal Property Levied.
This section levies an excise tax "at the rate of three and one -half percent (3.5 %) ...." The
proposed amendment would change to an excise tax "at the same rate as the sales tax, as set
out in Chapter 2 of Part 7."
PROPOSED ACTION:
Staff will recommend approval of an ordinance changing the use fax rate levied to a rate equal
to the sales tax.
ATTACHMENT:
Draft ordinance
CITY OF OWASSO, OKLAHOMA
ORDINANCE DRAFT
AN ORDINANCE RELATING TO PART 7, FINANCE AND TAXATION, AMENDING
CHAPTER 5, USE TAX, SECTION 7 -503, EXCISE TAX ON STORAGE, USE OR
OTHER CONSUMPTION OF INTANGIBLE, PERSONAL PROPERTY LEVIED, OF THE
CODE OF ORDINANCES OF THE CITY OF OWASSO, OKLAHOMA, CHANGING
THE USE TAX RATE LEVIED TO A RATE EQUAL TO THE SALES TAX.
THIS ORDINANCE AMENDS PART 7, CHAPTER 5, SECTION 7 -503, OF THE CITY
OF OWASSO CODE OF ORDINANCES.
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT, TO -WIT:
SECTION ONE (1): Part Seven, Finance and Taxation, Chapter Five, Use Tax, Section
7 -503, Excise Tax on Storage, Use Or Other Consumption Of Intangible, Personal
Property Levied, of the Code of Ordinances of the City of Owasso, Oklahoma, shall be
amended to read as follows:
SECTION 7 -503 EXCISE TAX ON STORAGE, USE OR OTHER CONSUMPTION OF
INTANGIBLE. PERSONAL PROPERTY LEVIED
i_There is hereby levied and there shall be paid by every person storing, using or
Pormattea: us Paragraph, Numbered +
otherwise consuming within the city, tangible, personal property purchased or
+start
Level:l +Namne:Left+
brought Into this city, an excise tax on the storage, use or other consuming within
ligned3,_.
at: 1 +Alignment Left+ Aligned at: 0.25' +
Ineem at: g.s^
the city of such property at the same rate as the sales tax, as set out in Chapter 2
of Part 7,pf thepurchaseprice of such property.,..... -
Drat
oalerea: of mree and one Hair Percent
. - -.. _......__.....
2_5uch tax shall be paid by every person storing, using, or otherwise consuming,
- Formatted: Ust Paragraph, Numbered+
within the city, tangible, personal property purchased or brought Into the city.
Level: 1 +Numbering style: 1, 2, 3, ... +Start
at 1 + Alignment Left+ Aligned at: 0.25" +
Indent at: 0.5"
3_The additional tax levied hereunder shall be paid at the time of importation or— - -
-. Formatted: List Paragraph, Numbered+
storage of The property within the city and shall be assessed I only property
Level: 1+ Numbering Style: 1, 2, 3, ... +Start
purchased outside Oklahoma; provided, that the tax levied herein shall not be
at: I + Alignment: Left +Aligned at: 0.25 "+
levied against tangible, personal property intended solely for use outside the city ty
Indent at: 0.5"
but which is stored in the city pending shipment outside the city or which is
temporarily retained in the city for the purpose of fabrication, repair, testing,
alteration, maintenance or other service.
4. Any person liable for payment of the tax authorized herein may deduct from •---------
Formatted: Ust Paragraph, Numbered+
such tax any local or municipal sales tax previously paid on such goods or
Level:l +N Umbering Style: 1, 2, 3,... +start
F77
services; provided that the amount deducted shall not exceed the amount that
1 + Alignment Left+ Aligned at: 0.25" +
Inaentar: g.s
would have been due if the taxes imposed by the city had been levied on the
sale of such goods or services.
SECTION TWO (2): REPEALER
All ordinances or parts of ordinances in conflict with this ordinance are hereby repealed
to the extent of the conflict only.
SECTION THREE (3): SEVERABILITY
If any part or parts of this ordinance are deemed unconstitutional, invalid or ineffective,
the remaining portion shall not be affected but shall remain in full force and effect.
SECTION FOUR (4): 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.
SECTION FIVE (5): CODIFICATION
The Chapter and Ordinances above shall be amended and codified in Part 7, Chapter
5, Section 7 -503 in the Owasso Code of Ordinances.
PASSED by the City Council of the City of Owasso, Oklahoma on the _ day of
, 201 b.
Lyndell Dunn, Mayor
ATTEST:
Sherry Bishop, City Clerk
(SEAL)
APPROVED as to form and legality this day of , 2016.
Julie Lombardi, City Attorney
O—T citdyw! out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Linda Jones, Finance Director
SUBJECT: Proposed OPWA Rate Increases
DATE: May 6, 2016
BACKGROUND:
The Owasso Public Works Authority provides water, sewer, and refuse for the City of Owasso.
While the cost of providing service has increased annually, the stormwater and refuse rates
charged to customers have not increased since 2010 and 2012, respectively. Increased costs
such as labor and capital have not been recovered by the City. As a result, on an accrual
basis, the Owasso Public Works Authority lost $1.7 million in operations last fiscal year.
Article IV of the Oklahoma Water Resources Board (OWRB) loan agreements require that rates
"be at least sufficient to provide monies to pay the Operation and Maintenance Expenses of the
System without consideration of any other revenue source..." Section 17 -110 of the City
ordinance further states that rates be reviewed annually and set to "Generate sufficient revenue
to pay the total operation, maintenance and replacement costs necessary to the proper
operation, maintenance and replacement of the collection and treatment system..."
In order for the City to begin the process of recovering increased costs, staff proposes effective
October 1, 2016, a five -year plan to increase rates in water, sewer, stormwater, and refuse.
Proposed increases are as follows:
WATER:
Increase water rates by 44 cents per thousand gallons per year for five years. Keep water meter
rates flat in 2016, and increase by 22 cents per month, per year beginning October 1, 2017. This
increase would equate to a 5.9% increase in year one down to 5.1 % in year five.
SEWER:
Increase sewer rates for residents by 5% per year for five years. Increase non - resident rates by
10% per year until reaching 120% of residential rates in year five.
STORMWATER:
Increase monthly stormwater rates by 50 cents each year for residential and 75 cents each year
for commercial.
REFUSE:
Increase monthly refuse rates by $1 for both residential and commercial on October 1, 2016,
and by 50 cents each year in the subsequent four years.
SUMMARY:
The combined first -year monthly impact of the proposed rate increases is $5.33 for an average
residential customer. The proposed rate increases have been included in the development of
the FY2016 -17 Budget. An additional $525,000 in revenues has been included in the FY2016 -17
OPWA budget due to the proposed rate increases.
C-2-
ci I Wit out Limits.
TO: The Honorable Mayor and City Council
FROM: Linda Jones
Finance Director
SUBJECT: FY 2016 -2017 Annual Operating Budget
DATE: May 6, 2016
BACKGROUND:
Pursuant to statutory and Charter provisions, recommended annual operating budgets for the
City of Owasso, Owasso Public Works Authority, and Owasso Public Golf Authority have been
developed. Printed copies of the proposed budget will be made available for public viewing at
City Hall, the Owasso Library, and on the City's website by May 13, 2016.
The City Council is required to hold a public hearing on the proposed budget. The proposed
Budget Summary must be published in the newspaper with a notice of public hearing which
gives taxpayers an opportunity to give input on the budget prior to its adoption. The Public
Hearing has been scheduled for June 7, 2016 with the legal notice to be published on June 1,
2016.
Once the City's budget is adopted, it can only be amended by vote of the council. Adoption
of the Budget has been scheduled for June 21, 2016. While trustees for the OPWA and OPGA
also adopt a budget, due to fluctuations in revenues, State law does not restrict trusts to the
amount adopted as the budget.
ATTACHMENT:
2016 -17 Capital Requests
cnv OF OwNsso
FYZ01&n
CWTALnECUE5T6
Fund Deportment Description
Fund 01 -General
Support Services
Old Central West Side Bathroom Expansion Project
Support Services
Old Central Bldp Retrofit LED Lights & HVAC Ductwork
Support Services
Laptop Computer - Director
Support Services Total
Managerial
Computer Replacement - Administrative Assistant
Managerial
Computer Replacement - Assistant City Manager
Managerial
Computer Replacement - City Attorney
Managerial
Monitor
Managerial
Managerial Vehicle
Managerial Total
Finance
1 Computer Replacement
Finance Total
Human Resources
Printer /Copier /Scanner /Fox
Human Resources
Computer Replacement
Human Resources Total
Information Technology
Equipment Additions and Replacements
information Technology
Fiber Installations
Information Technology Total
Community Development
Computer Equipment
Community Development Total
Animal Control
2 New Exterior Glass Doors
Animal Control Total
Police Communications
Replacement UPS Devices (uninterruptable power source)
Police Communications
Video Arraignment Equipment for Jail
Police Communications
Multi KVM Switch for Dispatch Computer Sharing
Police Communications
Replacement Dispatch Chairs
Police Communications Total
Emergency Preparedness
Add /Replace Batteries on Storm Sirens
Emergency Preparedness
2 Replacement Laptops /1 Replacement Desktop Computer EOC
Emergency Preparedness
New Software & Maint AGMT for Civic Ready
Emergency Preparedness Total
Cemetery
3 Plots to Address Burial Issues
Cemetery
Cemetery Improvements
Cemetery
Replacement Z -Turn Mower (Rear Discharge)
Cemetery
Too; Box
Cemetery Total
Stormwater
Install Roll Up Doors to Pole Barn
Stormwater
Insulote Remaining Section
Stormwater
8th & Birch Storm Box Replacement
Stormwater
Elm Creek Channel Repair
Stormwater
Replacement Digital Lazar Level
Stormwater
3 Trimmers (OO $400 each)
Stormwater
2 Edgers ( @500 each)
Stormwater
2 Blowers (0'550 each)
Stormwater
Vegetation Trailer
Stormwater Total
Engineering
Traffic Counters
Engineering
Computer equipment
Engineering
Aerial Reconnossance Documentation & Equipment to Operate
Engineering
Chairs
Engineering
Legal File Cabinet for Engineering Projects
Engineering Total
Historical Museum
Replacement Computer
Historical Museum Total
Parks
Improvements to New Location - Parking Lot
Parks
Improvements to New Location - Drive Way Repairs
Parks
Trash Can Receptacles t$250 x 40)
Parks
Riding Mower Trailer and Supplies (Tie Down /Lock)
Parks
Riding Mower Trailer and Supplies (Tie Down /Lock)
WBQ016
FYI Budget Subt tstool
$ 44.000
3.000
1,650
$
48,650
1,500
1,500
1,500
500
35.000
40,000
1,275
1,275
1,500
1,800
3,300
50,000
150,000
200,000
1.500
1,500
2.500
2,500
500
1,000
4,000
750
6,250
3.000
5,500
7,000
15,500
1,200
500
11,500
650
13.850
7,500
3,500
4,500
5.000
4.950
1,200
1,000
1,100
7,000
35,750
2,800
2,250
2,400
500
250
8,200
1,500
1,500
15,000
10,000
10,000
4,000
4,000
CIWOFOWA650
FT 20164]
CAPITALREOVESTS
Parks
Replacement Computers
3,000
Parks
Replace 1992 Ford Truck
35.000
Parks
Replace Chevy Blazer
35.000
Parks Total
116,000
Community Center
Wall Buildout (Eagles Room)
1,500
Community Center
Closet Doors KT $100 each - Rep Room /Rams Room)
300
Community Center
Dishwasher (Kitchen)
1,500
Community Center
AV Equipment Repairs /Replacement
3,500
Community Center
Rams Room Ceiling Remodel
6,500
LED Lighting (Rams Room & Rec Room, 28 Troughers in Total 3250 Plus Shipping
Community Center
300)
3,550
Community Center
New Computer Upgrades / Replacement for 3 Computers
3,000
Community Center Total
21 850
Total - General
516,125
Fund 27 - Stormwater Management
Stormwater
Drainage Repair Project
10,000
Stormwater
Drainage Improvements - 96th Street
125,000
Stormwater
Computer Equipment
5,000
Stormwater
Vehicle
40,000
Stormwater
2 -Way Radio for Proposed New Pickup
3.600
Stormwater
Tool Box for Proposed New Pickup
2,500
Stormwater Total
186,100
Total - Stormwater Management
186,100
Fund 31 - Ambulance Capital
Ambulance
Cot Loading Systems
140,000
Ambulance
Disaster Rescue Equipment
20,000
Ambulance
FSI Traffic Signal Modification
5,000
Ambulance
Replace i Laptop Computer
5.000
Ambulance Total
170,000
Total - Ambulance Capital
170,000
Fund 35 - Park Development
Parks
Park Improvements
100,000
Parks Total
100,000
Total - Park Development
100,000
Fund 36 - CDBG Grants
CDBG
Hale Acres Water System Improvement
121,000
CDBG
Community Center Vision 2025 Project
51.332
CDBG Total
172,332
Total - CDBG Grants
172,332
Fund 3 Fire Services
Fire Services
F51 Concrete Driveway Repair
40,000
Fire Services
FS3 Roof Repair /Modification
65.000
Fire Services
FS3 Painting
2.000
Fire Services
FS), FS2. F53 PLYMOVENT (Exhaust system) Repairs
12,000
Fire Services
F54 Design and Engineering
400,000
Fire Services
Thermal Imaging Camera Replacement
50,000
Fire Services
Portable Radios
5,000
Fire Services
Fire Hose and Nozzles
2.000
Fire Services
Wellness /Fitness Equipment
3,000
Fire Services
Lawn Maintenance Equipment
1,000
Fire Services
Computer Equipment
15.000
Fire Services
Furniture Replacement
5,000
Fire Services Total
600.000
Total - Fire Services
600,000
Fund 3 Police
Police
Machinery & Equipment
25,000
Police
Emergency Computer Replacements
5,000
Police
Equipment for Existing Vehicles
20,000
Police Total
50,000
Total - Police
50,000
Fund 3 Streets
Streets
Pole Barn Roof Repair
1.250
Streets
Gas Heat in Pole Barn
11,500
Streets
Street Rehabilitation Program
800.000
Streets
Intersection Signalization
2,880
Streets
Traffic Controller Upgrade Program
19,250
Streets
LED Signal Lamp Conversion Program
26,300
Streets
Traffic Signal Study
86,000
Streets
Radar Conversion Program
160,000
516RO16
CITY OF OWASSO
FY 2016 -17
CAPITAL REOUESTS
Streets
Sidewalk Construction
12,000
Streets
Bridge Improvements
25,000
Streets
Traffic Control Devices
3,500
Streets
Welder
4,500
Streets
Plasma Cutter
2,200
Streets
Cart
1,600
Streets
1.5 Ton Dump Bed Truck
65.000
Streets
2 Way Radios for New Vehicle
3,650
Streets
Plow for New Truck
10,000
Streets Total
Capital Improvements Total
6.874,256
1,234,630
Total - Capital Improvements
Total - Streets
1,234,630
Fund 40 - Capital Improvements
Capital Improvements
106 /145 Intersection Improvements ONG Relocation
740,000
Capital Improvements
116 /129 Intersection Improvements
256,170
Capital Improvements
Garnett Widening 106th - 116th
1,000,000
Capital Improvements
Garnett Widening 96th - 106th
1.307,080
Capital Improvements
Other priority capital projects approved by Council
1,871,006
Capital Improvements
Remodel to City Hall for Police Headquarters
700.000
Capital Improvements
Street Rehabilitation Program
1,000,000
Capital Improvements Total
6.874,256
Total - Capital Improvements
6,874,256
Fund 55 - OPGA
Golf Course Maintenance
Irrigation Panel
40.000
Golf Course Maintenance
Transfer Pump and Housing
80.000
Gob Course Maintenance Total
120,000
Total - OPGA
120,000
Fund 61 - OPWA
OPWA Administration
Heavy Duty Commercial Vacuum Cleaner
1,000
OPWA Administration
Recommended Additional Ram and Solid State Hard Drive
300
OPWA Administration Total
1,300
Refuse Collections
Refuse Containers Used as Replacements and New Accounts
42,450
Refuse Collections
New Fully Automated CNG Refuse Truck
350,000
Refuse Collections
Heaters for Building
10,000
Refuse Collections Total
402,450
Recycle Center
Insulate Pole Bom & Install Man Door
3,500
Recycle Center
Replace Platforms for Recycle Bins (4 @ 1800)
7,200
Recycle Center
1000 Gallon Spill Containment Unit
2,300
Recycle Center
200 Gallon Spill Containment Unit
900
Recycle Center
200 Gallon Spill Containment Unit
900
Recycle Center
Defibrillator
3,500
Recycle Center
Recycle Trailer
15.000
Recycle Center Total
33,300
Wastewater Treatment Plant
HVAC Replacement for Lab
3.800
. Wastewater Treatment Plant
HVAC Replacement for Ditch Blower Building
3,500
Wastewater Treatment Plant
TSS Oven Used for EPA Mandatory Testing
2,100
Wastewater Treatment Plant
D.O. Meter for Oxy Ditch
4,000
Wastewater Treatment Plant
Overhaul of S3 Ditch Blower
32,000
Wastewater Treatment Plant Total
45,400
Wastewater Collection
Portable Gantry Crane
4,000
Wastewater Collection
Trolley and Hoist
4,500
Wastewater Collection Total
8.500
Total - OPWA
490,950
Fund 70 - City Garage
Add Real Air /Manual Long Chassis SVC Jack
3,200
City Garage
New Laptop Computer New Veh Maint Supt
1.900
City Garage Totals
5,100
Total - City Garage
5,100
Total Report
$ 10,519,493
$ 10,519,493
5162016
City of Owasso FY 2015 -2016
Monthly 3% Sales Tax Comparisons
$2,500,0 0
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
tActual - --a -- Budget � Last Year
z,0oa,000
='' � ••••
$25,000,000
1,so0,00a
1,000,000
$soo,oao
$20,000,000
s
Year -to -Date 3% Sales Tax Totals
$25,000,000
$20,000,000
$15,000,000
$1000.000
$5,000,000
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
—�— Actual - --o -- Budget — Last Year
City of Owasso
Monthly 3% Sales Tax Revenues
Last Five Fiscal Years
2015 -2016 2014 -2015 2013 -2014 2012 -2013 2011 -2012 2010 -2011
Jul
$
2,073,553 $
1,865,194 $
1,704,985
$
1,630,957 $
1,521,672
$
1,485,553
Aug
$
1,973,796 $
1,820,788 $
1,678,483
$
1,521,846 $
1,485,586
$
1,409,806
Sep
$
1,978,203 $
1,832,861 $
1,617,952
$
1,518,488 $
1,485,892
$
1,433,236
Oct
$
2,011,595 $
1,896,451 $
1,677,145
$
1,560,824 $
1,517,701
$
1,467,321
Nov
$
1,851,194 $
1,808,171 $
1,612,339
$
1,447,596 $
1,420,987
$
1,362,551
Dec
$
2,166,025 $
1,862,936 $
1,748,989
$
1,605,740 $
1,488,693
$
1,423,011
Jan
$
2,228,743 $
2,125,525 $
2,073,564
$
1,792,034 $
1,655,569
$
1,640,741
Feb
$
2,246,904 $
2,004,466 $
1,990,104
$
1,817,864 $
1,748,280
$
1,675,132
Mar
$
1,762,488 $
1,780,454 $
1,544,058
$
1,500,014 $
1,405,821
$
1,327,303
Apr
$
2,044,284 $
1,781,713 $
1,696,815
$
1,499,708 $
1,454,787
$
1,310,850
May
$
2,040,919 $
1,950,586 $
1,813,883
$
1,629,482 $
1,610,103
$
1,506,256
Jun
$
- $
1,998,314 $
1,864,533
$
1,643,878 $
1,547,919
$
1,487,182
$
22,377,705
$ 22,727,460
$ 21,022,850
$
19,168,431
$ 18,343,008
$
17,528,943
Estimated collection on 3% sales tax. Actual breakdown for half -penny collections for current month not yet available
City of Owasso
3% Sales Tax Report
Budget to Actual Comparison
May 6, 2016
Estimated collection on 3% sales tax. Actual breakdown for half -penny collections for current month not yet available
2015 -2016
2015 -2016
Actual Collections
Budget Projections
Over (Under) Projection
Amount
Percent
Amount
Percent
Amount
Percent
Jul
$ 2,073,553
8.8% $
1,975,926
8.4%
$ 97,627
4.9%
Aug
1,973,796
8.4%
1,908,383
8.1%
65,413
3.4%
Sep
1,978,203
8.4%
1,890,263
8.0%
87,940
4.7%
Oct
2,011,595
8.6%
1,951,445
8.3%
60,150
3.1%
Nov
1,851,194
7.9%
1,853,197
7.9%
(2,003)
-0.1%
Dec
2,166,025
9.2%
1,944,197
8.3%
221,828
11.4%
Jan
2,228,743
9.5%
2,193,291
9.3%
35,452
1.6%
Feb
2,246,904
9.6%
2,187,060
9.3%
59,844
2.7%
Mar
1,762,488
7.5%
1,772,101
7.5%
(9,612)
-0.5%
Apr
2,044,284
8.7%
1,817,678
7.7%
226,606
12.5%
May
2,040,919
8.7%
1,999,008
8.5%
41,911
2.1%
Jun
Totals
$ 22,377,705
95.2% $
91.5%
4.1%
$ 885,155
21,492,549
Estimated collection on 3% sales tax. Actual breakdown for half -penny collections for current month not yet available
City of Owasso
3% Sales Tax Report
Two Year Comparison
May 6, 2016
Jun
Totals $ 22,377,705 95.2% $ 20,729,146 91.2% $ 1,648,559 8.0%
Note: Fiscal Year 2016 Sales Tax Budget is $23.5 million; FY'15 actual was $22.7 million.
Fiscal 2015 -2016
Fiscal 2014 -2015
Increase or (Decrease)
Percent
Percent
Amount
of Budget
Amount
of Actual
Amount
Percent
Jul
$ 2,073,553
8.8%
$ 1,865,194
8.2%
$ 208,359
11.2%
Aug
1,973,796
8.4%
1,820,788
8.0%
153,008
8.4%
Sep
1,978,203
8.4%
1,832,861
8.1%
145,342
7.9%
Oct
2,011,595
8.6%
1,896,451
8.3%
115,145
6.1%
Nov
1,851,194
7.9%
1,808,171
8.0%
43,024
2.4%
Dec
2,166,025
9.2%
1,862,936
82%
303,089
16.3%
Jan
2,228,743
9.5%
2,125,525
9.4%
103,218
4.9%
Feb
2,246,904
9.6%
2,004,466
8.8%
242,438
12.1%
Mar
1,762,488
7.5%
1,780,454
7.8%
(17,966)
-1.0%
Apr
2,044,284
8.7%
1,781,713
7.8%
262,570
14.7%
May
2,040,919
8.7%
1,950,586
8.6%
90,333
4.6%
Jun
Totals $ 22,377,705 95.2% $ 20,729,146 91.2% $ 1,648,559 8.0%
Note: Fiscal Year 2016 Sales Tax Budget is $23.5 million; FY'15 actual was $22.7 million.
City of Owasso
Half -Penny Sales Tax Report
Budget to Actual Comparison
May 6, 2016
Estimated collection on Half -Penny sales tax. Actual breakdown for half -penny collections for current month not yet available.
2015 -2016
2015 -2016
Actual Collections
Budget Projections
Over (Under) Projection
Amount
Percent
Amount Percent
Amount
Percent
Jul
$ 338,066
8.6%
$ 329,321
8.4%
$ 8,745
2.7%
Aug
328,009
8.4%
318,064
8.1%
9,945
31%
Sep
329,752
8.4%
315,044
8.0%
14,708
4.7%
Oct
335,243
8.6%
325,241
8.3%
10,002
3.1%
Nov
308,793
7.9%
308,866
7.9%
(73)
0.0%
Dec
359,726
9.2%
324,033
8.3%
35,693
11.0%
Jan
369,618
9.4%
365,549
9.3%
4,070
1.1%
Feb
373,104
9.5%
364,510
9.3%
8,594
2.4%
Mar
291,493
7.4%
295,350
7.5%
(3,857)
-1.3%
Apr
338,834
8.7%
302,946
7.7%
35,888
11.8%
May
340,153
8.7%
333,168
8.5%
6,985
2.1%
Jun
Totals
$ 3,712,791
94.8%
$ 3,582,092
91.5%
3.6%
$ 130,700
Estimated collection on Half -Penny sales tax. Actual breakdown for half -penny collections for current month not yet available.
City of Owasso
Monthly Use Tax Revenues
Last Five Fiscal Years
2015 -2016 2014 -2015 2013 -2014 2012 -2013 2011 -2012 2010 -2011
Jul
$ 72,360 $
50,298 $
78,705 $ 33,565 $
41,491 $ 42,547
Aug
96,428
56,646
105,903
33,983
52,650
34,593
Sep
122,962
61,204
69,079
47,609
53,051
42,905
Oct
106,846
86,146
103,683
59,327
48,435
48,534
Nov
91,876
89,434
64,434
50,722
43,504
42,276
Dec
113,941
89,482
86,424
48,320
52,052
40,466
Jan
86,358
65,206
57,183
60,594
47,738
52,886
Feb
102,681
110,645
75,454
78,302
55,671
54,868
Mar
61,748
87,044
50,121
57,199
44,140
39,201
Apr
78,834
56,776
55,507
30,577
29,497
45,287
May
92,867
75,895
63,674
51,094
55,835
44,616
Jun"
98,093
42,884
75,139
41,989
33,512
$ 1,026,901 $
926,869 $
853,050
$ 626,431 $
566,050
$ 521,690
Increase in sales tax rate from 3% to 3.5% June 2015