HomeMy WebLinkAbout2013.04.11_OEDA AgendaPUBLIC NOTICE OF THE MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
TYPE OF MEETING:
DATE:
TIME:
PLACE:
Regular
April 11, 2013
10:00 a.m.
FILE COPT(
R "EivE'D
APR o ,) TO 0
City G1eTK'S o{f%ce
Owasso City Hall, Lower Level Conference Room
111 N. Main
Owasso, Oklahoma
Notice and agenda filed in the office of the City Clerk and posted on the City Hall bulletin board
at 5:00 p.m. on Tuesday, April 9, 2013.
Chelsea M.E. Levo, Economic Development Director
AGENDA
Call to Order
Mr. Charney, Chairman
2. Consideration and appropriate action relating to a request for Trustee approval of the
Consent Agenda. All matters listed under "Consent' are considered by the Trustees to be
routine and will be enacted by one motion. Any Trustee may, however, remove an item
from the Consent Agenda by request. A motion to adopt the Consent Agenda is non -
debatable.
A. Approval of minutes of the March 12, 2013 Regular Meeting.
Attachment
B. Approval of claims.
Attachment
C. Acceptance of the monthly financial report.
Attachment
3. Discussion related to the FY 2013 -2014 OEDA and Hotel Tax Budget.
Ms. Levo
Attachment
4. Consideration and appropriate action relating to a request for Trustee recommendation to
the Owasso City Council to authorize a supplemental appropriation from the Economic
Development portion of the Hotel Tax Fund.
Ms. Levo
Attachment
OEDA
April 11, 2013
Page 2
5. Report from Economic Development Director
• Monthly Building Report
• Public Works Project Status Report
• Business Development Report
• Monthly Sales Tax Report
Ms. Levo
Attachment
6. Report from OEDA Manager
Mr. Ray
7. Report from OEDA Trustees
B. New Business (New Business is any item of business which could not have been foreseen
at the time of posting of the agenda.)
9. Adjournment
MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF MEETING
Thursday, March 14, 2013
The Owasso Economic Development Authority met in regular session on Thursday, March 14,
2013 in the Lower Level Conference Room at City Hall per the Notice of Public Meeting and
Agenda posted on the City Hall bulletin board at 5:00 PM on Tuesday, March 12, 2013.
ITEM 1: CALL TO ORDER & ROLL CALL
Mr. Charney called the meeting to order at 10:00 AM.
PRESENT
David Charney, Chairman
Frank Enzbrenner, Vice Chairman
Jeri Moberly, Trustee
Dee Sokolosky, Trustee
Dirk Thomas, Trustee
Bryan Spriggs, Trustee
Gary Akin, Secretary
A quorum was declared present
ABSENT
ITEM 2: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FOR TRUSTEE
APPROVAL OF THE OEDA CONSENT AGENDA
A. Approval of minutes of the February 12, 2013 Regular Meeting
B. Approval of claims
C. Acceptance of the monthly financial report
Mr. Sokolosky moved to approve the consent agenda, seconded by Dr. Thomas.
AYE: Charney, Enzbrenner, Moberly, Sokolosky, Thomas, Akin, Spriggs
NAY: None
ABSTAIN:
Motion carried 7 -0.
ITEM 3: DISCUSSION RELATED TO THE FY 2013 -2014 OEDA AND HOTEL TAX BUDGET
Ms. Levo provided projected revenues for FY 14 and discussion was held. A request
was made to provide the Authority with past expenditures. Ms. Levo commented
that an item will be placed on the April agenda for additional discussion and to
receive suggestions for expenditures for FY 14.
ITEM 4: REPORT FROM ECONOMIC DEVELOPMENT DIRECTOR
Ms. Levo introduced Roger Stevens and Bronce Stephenson to provide a monthly
status report of the Public Works and Community Development departments. Ms.
Levo provided information related to various economic development activities as
well as the annual Economic Summit scheduled for March 15, 2013.
March 14, 2013
ITEM 5: REPORT FROM OEDA MANAGER
Mr. Ray provided an update on the Hwy 169 widening project and legislation related
to annexation. Discussion was held.
ITEM 6: REPORT FROM OEDA TRUSTEES
No Report.
ITEM 7: NEW BUSINESS
None.
ITEM 8: ADJOURNMENT
Dr. Thomas moved to adjourn the meeting, seconded by Dr. Spriggs
AYE: Chorney, Enzbrenner, Moberly, Sokolosky, Thomas, Akin, Spriggs
NAY: None
ABSTAIN:
Motion carried 7 -0.
At 11:202 AM, the meeting adjourned.
-2-
Juliann Stevens, Minute Clerk
C TCity Wit out limits.
TO: THE HONORABLE CHAIRMAN AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA M.E. HARKINS
ECONOMIC DEVELOPMENT DIRECTOR
SUBJECT: CLAIMS, OEDA
DATE: April 11, 2013
No Claims for March 2013.
Owasso Economic Development Authority
Statement of Revenues, Expenses and Changes in Fund Net Assets
For the Month Ending March 31, 2013
Operating Revenues
Operating Expenses:
Materials & supplies
Services & other charges
Capital outlay
Total Operating Expenses
Operating Income (Loss)
Non - Operating Revenues (Expenses):
Investment income
Promissory note revenue
RAN debt service & other costs
Total non - operating revenues (expenses)
Net income (loss) before contributions and
transfers
Transfer to general fund
Change in net assets
Total net assets - beginning
Total net assets - ending
Investment Income estimated
MTD
YTD
Budget
$0.00
$0.00
$0.00
0.00
0.00
0.00
0.00
0.00
5,000.00
0.00
0.00
0.00
0.00
0.00
5,000.00
0.00
0.00
(5,000.00)
0.64
6.07
0.00
0.00
0.00
0.00
0.00
0.00
0.00
6.07
0.64
0.00
0.64
6.07
(5,000.00)
0.00
0.00
0.00
6.07
0.64
(5,000.00)
9,046.36
9,046.36
$9,052.43
$4,046.36
O—T _W. to _ Gty out Limits.
TO: Honorable Chair and Trustees
Owasso Economic Development Authority
FROM: Chelsea M.E. Levo
Economic Development Director
SUBJECT: Hotel Tax Fund, 3% Expenditures
DATE: April 8, 2013
BACKGROUND:
In 2002, Owasso voters approved a 3% hotel tax with the funds to be "set aside and used
exclusively to encourage, promote and foster economic development and cultural
enhancement, tourism and pursue regional promotion for the City of Owasso ...." In August
2008, Owasso citizens voted to increase the hotel tax rate to 5 %.
Just prior to that election, the City Council approved Resolution 2008 -05 designating the hotel
tax increase (if approved) to fund the Strong Neighborhood Initiative. Additionally, the City
Council requested an annual review of the Strong Neighborhood program in two specific areas:
(1) progress toward the stated goals, and (2) evaluation of appropriate funding levels. That
evaluation occurs in August of each year.
On March 5, 2013, the City Council approved Resolution 2013 -05 to continue the designation of
funds to the Strong Neighborhoods Initiative, and to continue the initiative as an economic
development and cultural enhancement program to receive funding derived from the revenue
generated from 2% of the hotel tax rate.
HOTEL TAX FUND
The Hotel Tax fund (City of Owasso) is used to account for the revenues received from the 5%
hotel tax and to account for the use of those restricted funds. Recognizing the OEDA Trustees'
interest in the appropriation of funding for economic development, the proposed budget for
fiscal year 2013 -2014 for the Hotel Tax fund will be presented to the OEDA for recommendation
next month.
In FY 2012, expenditures from the 3% totaled $48,696. The current fiscal year to date has spent
$91,605 from that portion of the hotel tax fund. Expenses include the contract with Retail
Attractions, Independence Day Celebration, participation in Tulsa's Future, the Holly Trolley and
the Economic Forecast report.
For FY 2014, the estimated revenue from the 5% hotel tax is $202,273, which is a 7.13% increase
over last year's projected revenue. The proposed ending fund balance in the Hotel Tax Fund for
FY 2014 is $762,273. Next year's proposed budget will include funding from 2% of the Hotel Tax
Budget for the Strong Neighborhood program and 3% funding for other economic development
and cultural enhancement, tourism and to pursue regional promotion for the City of Owasso.
Potential economic development activities include:
• Tulsa's Future Recruiting Trips (2)
• Economic Development Contract
• Independence Day Fireworks
• Tulsa's Future
• Economic Summit
• Community and Holiday Banners
• Holley Trolley
• Owasso Chamber of Commerce Agreement
• Other Projects
ATTACHMENT:
Hotel Tax Fund - 3% Expenditures
$2,000
$48,000
$17,000
$15,000
$5,000
$5;000
$5,000
$1,250
$5,000
3% Hotel Tax
Actual Actual Projected Proposed
FY 11 FY 12 FY 13 FY 14
Revenues 158,797 180,462 191,272
Expenditures 54,416 48,696 120,156
Ending Fund Balance 407,748 539,244 560,000
Expenditures: FY12
Expenditures FY 13 (to date):
Independence Day Celebration
Home & Garden Show
Holiday Banners
Economic Summit / Economic Forecast
Holly Trolley
Restaurant Shuttle
Marketing materials
Total
Retail Attractions Contract
Tulsa's Future
Independence Day Celebration
Home & Garden Show
Holly Trolley
Holiday Banners
Economic Forecast
202,273 7.13%
762,273 Available Funds FY 2013 -2014
30,114
1,250
2,790
3,631
4,266
200
6,445
48,000
15,000
15,000
1,250
4,500
2,855
5,000
Total 91,605
_ 05060
The City Wit out Limits.
TO: The Honorable Chair and Trustees
Owasso Economic Development Authority
FROM: Chelsea M.E. Levo
Economic Development Director
SUBJECT: Funding Request for Major Retail Prospect
DATE: April 8, 2013
BACKGROUND:
At the beginning of this fiscal year, the OEDA recommended and City Council approved
funding to enter into a one -year contract with Retail Attractions, an economic development
firm that specializes in retail development.
Retail Attractions has been working with a substantial retail prospect with a large customer
draw. The prospect has advanced in their consideration of Owasso as the location of their
development and additional resources are necessary to continue negotiating and finalize a
deal.
INTERNATIONAL COUNCIL OF SHOPPING CENTERS (ICSC) RECon:
RECon is the global convention for the shopping center industry and provides networking, deal
making and educational opportunities for retail real estate professionals from around the world.
Retail Attractions has arranged meetings with key decision- makers who will influence the
location of the prospect. The convention is in Las Vegas, NV from May 19 -22 this year.
This is a critical stage of the project and it is important that the City Manager and Economic
Development Director participate in these meetings. Staff input must be included as
negotiations develop.
ADAMS + ASSOCIATES ARCHITECTURE:
Adams + Associates Architecture (AA +A) is a full service architectural firm specializing in retail
architecture on a national and international basis and excelling in outlet center design. Retail
Attractions has received a letter and proposal from this firm for our prospect. In the interest of
the project, staff recommends entering into a contract with this firm to begin preliminary site
planning services and a site concept design of the project. Additional work may be needed in
the future as the project advances as indicated in the proposal.
FUNDING
RECon registration, travel expenses and lodging for both staff members will be approximately
$3000.
Adams + Associates Architecture has asked for a $2000 retaining fee. The Preliminary Site
Planning and Site Concept Design work will be $7000.
Funding is available in the Economic Development portion of the Hotel Tax Fund. A
supplemental appropriation from the Hotel Tax Fund would be needed and would require
Council approval.
RECOMMENTATION:
Staff recommends trustees a supplemental appropriation from the Hotel Tax Fund in the amount
of $12,000 to attend the ICSC RECon and to contract with Adams + Associates Architecture for
site and planning work.
ATTACHMENTS:
1. Letter from Adams + Associates Architecture
2. Proposal from Adams + Associates Architecture
ADAMS +ASSOCIATES
A R C H I T E C T U R E
ammummemi
February 27, 2013
Mr. Rickey Hayes
Retail Attractions, LLC
12150 East 961° Street North
Suite 202
Owasso, Oklahoma 74055
Re: Preliminary site planning
Owasso, Oklahoma
Dear Mr. Hayes
Adams + Associates Architecture (A+ AA) is pleased to submit this proposal /letter of agreement for
Preliminary Site Planning /Architectural Services for the above referenced project.
Adams + Associates Architecture is a full service architectural firm which was founded in 1992. We
specialize in retail architecture on a national and international basis. One area of retail in which we excel is
outlet center design. Adams + Associates Architecture is arguably the Premier Outlet Designer in the
United States and has significant International experience as well. Since 1998, A +AA has designed more
than 2D modern "racetrack" Outlets starting with the original Orlando Premium Outlets that opened in
1999. That center today has sales well above $1,200.00 /SF.
A partial list of completed projects include:
Orlando Premium Outlets, Orlando, Florida- (Simon-Chelsea Properties)
Tanger Outlets Myrtle Beach, South Carolina (ranger Outlets Inc.)
Las Vegas Premium Outlets, Las Vegas, Nevada- (Simon - Chelsea Properties)
Chicago Premium Outlets, Aurora, Illinois - (Simon - Chelsea Properties)
Tanger outlets, Charleston, South Carolina — (Tanger Outlets, Inc.)
Tanger outlets, Wisconsin Dells, Wisconsin — (Tanger Outlets, Inc.)
The Outlet Shoppes at El Paso, El Paso, Texas (Horizon Group Properties, Inc)
Tanger Outlet Center at the Arches, Deer Park, New York - (A three developer partnership)
Tanger Outlets, Washington Pennsylvania — (ranger Outlets, Inc.)
Tanger outlets, Mebane, North Carolina — (Tanger outlets, Inc.)
The Outlet Shoppes at Oklahoma City, Oklahoma City, Oklahoma — (Horizon Group Properties, Inc.)
Tanger Outlets, Glendale, Arizona — (Tanger Outlets, Inc.)
A partial list of current projects either in design or under construction include:
The Outlet Shoppes Atlanta, Woodstock, Georgia - (Horizon Group Properties, Inc.)
The Outlets at Corpus Christi Bay - (Dolphin Ventures)
Tanger Outlets, National Harbor, Maryland— (Tanger Outlets, Inc.)
Outlets at Tejon Ranch, Bakersfield, California — (Tejon Ranch)
The Outlet Shoppes at Lousiville, Kentucky (Horizon Group Properties, Inc.)
Cheshire Outlets, Connecticut (WS Development)
Charlotte Premium Outlets, North Carolina (Joint Venture - Tanger Outlets, Inc. and Simon Properties)
126 North Main Street Phone: 7D4.664.1311
Mooresville. NC 28115 Web:men ®WamsassolatOan,...
Fax: 709.664.5604 y�ep;,,,.,.,y��r��
February 27, 2013
Mr. Rickey Hayes
Retail Attractions, LLC
Page 2.
As a full service firm, I think it is important to stress that design is important and certainly one aspect we do
well, but the secret to our success is that we are with the client from initial concept through leasing,
construction documents, contractor selection, permitting, construction, project closeout, and even the one
year warranty walk through! It's through understanding our client's goals and working with them through
every step that has allowed us to have many client relationships of over 10 years and some over 20 years
and counting.
Adams + Associates Architecture is excited at the prospect of working with you and The Rockefeller Group
and hope to develop a long lasting relationship with you as well.
If this proposal is acceptable, please sign and return one copy. This can be our written agreement for this
scope of work.
Please call if there are any questions. We look forward to working with you on this project.
Sincerely,
Adams + Associates Architecture
zvav 1"';7, /IS' �...�, ,
Ross G. Adams, AIA t
President
Accepted by:
Mr. Rickey Hayes
Retail Attractions, LLC
126 North Male Street Phone: 704. 664.1311 EMWI: mall ®atlan=SCOtlata$arth.wrr
Mc o re a v I I l e, NC 28115 Fax: 704.664.5604 Web:w ,WanssassotlateSUN.wm
ADAMS +ASSOCIATES
A R C H I T E C T U R E
PROJECT LOCATION AND SCOPE
A. SCOPE OF PROJECT
Proposal for Site Planning
Owasso, Oklahoma
February 27, 2013
Page 1
Location: Located in the Southeast quadrant of the intersection of Highway 169 and East
116" Street North, Owasso, Oklahoma -
Components: Site Planning services on an approximately 35 acres.
B. SCOPE OF SERVICES — PART 1
1. Preliminary Site Planning
I. Preliminary site Planning Services shall consist of,
A. While not required, an in-person site visit and initial meeting face to
face is highly recommended.
B. Converse with the Owner and the Civil Engineer (if applicable) and
discuss various site characteristics, site context, and restraints.
C. Based on the information discussed, Adams + Associates Architecture,
Inc. (A +AA) will develop three initial site plans for review and
comment.
D. From Owner's comments on the three (3) site concepts, A +AA will
develop a final Site Concept Design based on one or a combination of
the three (3) initial site plans from item "C" above.
2. Site Concept Design
I. Site Concept Design shall consist of
A.
126 North Ma In Street
Mooresville. NC 28115
Based on the approved Site Plan, A +AA will develop the Conceptual
Site Plan delineating:
1. Building layout;
2. Parking lot design, ratios, and circulation; and
3. Area calculations for sites and buildings for the Retail Portion
of the site.
Phone: 704. 664.1311 Emall: mell*adanaasodaoesard�.
Fax: 704.664.5604 WeE:vmv.adamsassalatesarch.00m
B, SCOPE OF SERVICES -PART 1 (Continued)
3. Outlet and Retail Concept Design (Optional)
Proposal for Site Planning
Owasso, Oklahoma
February 27, 2013
Page 2
I. Outlet Retail Concept Design shall consist of.-
A. Based on the approved Site Concept Design, A +AA will develop a
Conceptual Building Design for the Outlet component of the project
delineating:
1. One Conceptual Overall Site Perspective in Color;
2. Four conceptual Colored Perspective Images of the Major Features
of the Retail Components.
C. FEE5 AND CONDITIONS — PART 1
1. Services described in Items 1 through 2 under Part 1 Scope of Services shall be
performed on an hourly basis. We estimate this work to not exceed Seven Thousand
Dollars ($7,000.00).
2. Optional services described in Item 1A (Site visit and initial meeting) shall be performed
for a lump sum fee of Two Thousand Dollars ($2,000.00), if elected by the Owner.
3. optional services described in Item 3 shall be performed for a lump sum fee of Twelve
Thousand, Five Hundred Dollars ($12,500.00), if elected by the Owner.
4. Reimbursable expenses for travel, reproducibles, etc. are in addition to fees and will be
charged at 1.1 times the actual cost.
5. An initial retainer of Two Thousand Dollars ($2,000.00) is due immediately. The retainer
will be credited on the final invoice of the Part 1 Services.
6. Estimated time frame for services is:
a. From acceptance of the initial proposal and initial meeting, two weeks for initial
concepts.
b. From review meeting for item (a.) to final Master Plan and Design Concept four
weeks.
7. This fee proposal is based on the scope of services and components listed above.
7. This fee proposal is valid for ninety (90) days from the date of this letter.
8. Rates for hourly services not included in the lump sum fee shall be:
Principal
$210.00 /hour
Project Manager
$150.00 /hour
Project Architect
$120.00 /hour
Landscape Architect
$100.00 /hour
Graduate Architect
$100.00 /hour
Associate Landscape Architect
$ 80.00 /hour
Draftsman /Intern Architect
$ 65.00 /hour
Clerical Staff
$ 50.00 /hour
END OF PART 1
126 North Main Street Phone: 704. 664.1311 GnaO: mall®adaneassodatesarch.wR
Mooresville, NC 28115 Fax: 704.664.5604 We C:rrww.adanaessxlatesazca.com
RESIDENTIAL SINGLE FAMILY NEW CONSTRUCTION MONTH END REPORT MARCH 2013
Month
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
1 January
30-
31
22
13
25
15
17
18
19
15-
2'February
50 _
52
41
T4
19
23
29
17
15
- 26
3 March
75
65
50
25
35
30
46
14
27
27
4 -Aprll
47
63"
62
30
'81
36
_ 31
19
26
8.004000.
5 May
31
43
36
60
23
27
30
20
23
"
6 June
53
42.
29
-
21 .
34
23
19
—.
8;840,670
9,577,242
7 July
34
27
12
23
24
28
17
20
16
8August:.
36
45
28
- 24
18
- 28
19
12
15
2012
--
9 September
64
35
12
17
40
20
11
12
12
10�06tober
42
30 -
25
31 !
15
36 -
13
`= 10
21
11 November
31
32
13
26
10
13
1
8
11
12 December
35
53
16
8
6
13
9
10
1'6
Totals
528
518
336
301
267
303
246
179
224
68
YTD 155 148 113 52 79 68 92 49 61 68
MARCH YEAR -TO -DATE COUNT
180 -•--`--------'----'---•-----^--'•-'__°._____.._-._. .— --- - ---- - --------------- ----^
140 ------'-_.______._-•----------- ---- --------- '---._...,.__ -._�
120 __ --_._- - -- .__-- _---'-_-...- - -.._--- °---_ ---
100 -- --� - ..�_�� --'---------- --'-•.__ --'_
60 - -- - - -- - - -
40
20 '
!2013
2004
2005
2006
2007
2008
2009 -
2010
2011
-
146:
113
62 _-
79
68
92
49
MARCH YEAWTO -DATE DOLLARS
- 12,0D0,00D
, -. _.. ... .
10;000:000
-------`----------.--_.-._-_•--°--_ ._- .��._...•--._- ..- _- -"- -___ -.
8.004000.
•-- _�. -•- ---- __—,_._.---- _____ °---• -...� _ -.... .
6.000:000
_.. -- .._...._._.- _....._.. ---- --
4,000,000
- -... --- ._...- •- --- -� ?..- ._...... .:.....
2,000,000
•--- _._- ..- -"'-_' ..�. -___- -.- -._ -_ ------
0
2009
2010
2011
2012
--
MARCH
—.
8;840,670
9,577,242
- 5,459,776 -
7,223,685
—
- 8;976,327
TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR
45,000,000
--
30,000,000
__- .___.___- ______._�-.- -, - ---
20K
2070
2011-
2012
--
. '.2013
TOTAL
34,767,829 --
- - ---
34,805;960
21,464,855
28,202.279
8,976,327
CITY OF OWASSO
RESIDENTIAL LOT INVENTORY STATUS
MARCH 31, 20132
SUBDIVISION
# OF LOTS
# DEVELOPED
# AVAILABLE
Burberry Place (6109)
89
70
19
Camelot Estates (4/07)
139
60
79
Carrington Pointe 1(1/11)
171
87
84
Champions East (05/08)
66
6
60
Champions West (5/08)
45
5
40
Country Estates III (3199)
61
58
3
Country Estates VI (11/03)
37
36
1
Crescent Ridge (02/08)
101
93
8
Fairways V (8/99)
71
59
12
Fairways VI (12/00)
42
41
1
Falls at Garrett Creek (12/05)
85
84
1
Falls at Garrett Creek Amended (12/05)
24
23
1
Honey Creek (4/02)
202
198
4
Keys Landing (3/08)
131
102
29
Lake Valley IV (5/2010)
114
103
11
Lakes at Bailey Ranch (10/07)
235
206
29
Maple Glen (12108)
98
95
3
Maple Glen II (1/11)
93
86
7
Nottingham Estates 1V (8/01)
20
17
3
Nottingham Estates V (3/01)
44
43
1
Nottingham Hill (6109)
58
9
49
Preston Lakes (12/00)
272
243
29
Preston Lakes III (10/04)
147
144
3
Remington Park 11 (11/04)
84
82
2
Sawgrass Park 11 (04/05)
96
94
2
The Summit at Southern Links (6/97)
31
26
5
Watercolours (12/02)
40
31
9
TOTALS
2596
2101
495
Watercolours(12
The Summit at Southern Links IS
Sawgrass Park II (04
Remington Park II (11
Preston Lakes III (10
Preston Lakes (12
Nottingham HIII (8,
Nottingham Estates V (3
Nottingham Estates IV (8
Maple Glen II (11
Maple Glen (12,
Lakes at Balley Ranch (10
Lake Valley IV (512(
Keys Landing (3
Honey Creek (4
Falls at Garrett Creek Amended (12
Falls at Garrott Creek (12
Fairways VI (12
Fairways V (8
Crescent Ridge (02
Country Estates VI (11
Country Estates III (3
Champions West (5
Champions East (05
Carrington Pointe I (1.
Camelot Estates (4
Burberry Place (8
CITY OF OWASSO
02)
97)
05)
04)
rceslaenual
Lot inventory
aialus
04)
00)
09)
01)
O1)
11)
OB)
07)
10)
08)
02)
05)
05)
00)
99)
08)
03)
99)
08)
08)
11)
07)
09)
0 50 100 150 200 250
SLOIS Developed IlTotal Lots
300
COMMERCIAL NEW CONSTRUCTION MONTH END REPORT MARCH 2013
Month
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012 2013
January
0
1
2
9
4
4
1
1
3
February
1
5-
5
'0
3
2'
0
1
1
;,1 t
March
1
2
1_:
14'
2
0,
1
3
0
0 0
April l
1
3
4 ,`
1
0
4
1
1
1
0
May
1
1
3
2
1
1
2;
1
2
1
June
2
4,
3
4
1
1
2
0
0
2
July
0
0
0
0
0
1
0`
0
0
0
August
3
3
1
7
3
1
0
0
2
2
September
2
1
2
i
26
3
0
0
0
0
October
0
0
1
3
4
1
0
0
1
0
November
1
3
0
1
1
1
2;
2
1
0
December
0
0
1!
1
1
1
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YTD 2 8 8 23. 9 6 2 5 4 2 2
/ 111 11 t
1111 t11
/ 1 1 111
7
NEW CONSTRUCTION DOLLARS FOR EACH YEAR
OCCUPANCY PERMITS
NAME ADDRESS APPLICATION OPENING COMPLETE
DATE DATE
MARCH 2013
FEBRUARY 2013
Aspen Dental
9025 N 121 E Ave #300
1011/2012
211/2013
Yes
Denali Vapor
12802 E 86 St N
2/1/2013
2/18/2013
Yes
Marcos Pizza
14499 E 86 St N #200
11/4/2012
2/16/2013
Yes
Blackheart 13
8751 N 117 E Ave #K
1/14/2013
2/1112013
Yes
Select Physical Therapy
12912 E 86 St N
11/6/2012
2/13/2013
Yes
JANUARY 2013
Planet Subs
9045 N 121 E Ave #500
12 -Dec
114/2013
Yes
The Flying Pig
202 E 1 St
Dec -12
1/4/2013
Yes
Total Care Car Maintenance 404B E 2nd St
Dec -12
1/4/2013
Yes
Christian Bro's Auto
9530 N Garnett Rd
Aug -09
1/1/2013
Yes
Select Physical Therapy
12910 E 86 St N
Dec -13
1/10/2013
Yes
DECEMBER 2012
Clean Spot Dog Wash
123 N Main St
10/1/2012
10/26/2012
Freddy's Steak Burgers
9053 N 121 E Ave
8/6/2012
12/13/2012
Yes
NOVEMBER 2012
Little Caesars Pizza
12375 E 86 St N #102
11/8/2012
11/12/2012
Yes
Sallie Beauty Supply
11628 E 86 St N
10/8/2012
11/1/2012
Yes
Coney I- Lander
12375 E 86 St N #101
10/1/2012
11/3012012
Yes
Through The Ages
8787 Owasso Exp #J -L
10/22/2012
11/1/2012
Yes
OCTOBER 2012
Clean Spot Dog Wash
123 N Main St
10/1/2012
10/26/2012
Yes
Barber & Style Shop
11622 E 86th St N
10115/2012
10/31/2012
Yes
SEPTEMBER 2012
Halloween Express
11680 E 86 St N
9/3/2012
9/3/2012
Yes
Taco Bueno
13502 E 116 St N
6/14/2012
10/9/2012
Yes
Memory Lane Tea House
209 N Main St
3/4/2012
9/26/2012
Yes
Eye Mart
9021 N 121 E Ave
6/14/2012
9128/2012
Yes
AUGUST 2012
411P1f34YA
AT &T 7707 N Owasso Exp #7 7/1/2012 7/312012 Yes
Boyd Dentistry 8415 N 125 E Ave 11/15/2011 7/20/2012 Yes
JUNE 2012
The Copper Kiln 122 S Main St 6/112012 6/29/2012 Yes
MAY 2012
APRIL 2012
Luna De Noche 9500 N 129 E Ave #130 4/5/2012 4/12/2012 Yes
Golden Dragon Taekwondo 13720 E 86 St N 4/5/2012 4/9/2012 Yes
Blue Phoenix 9500 N 129 E Ave # 4/10/2012 4/26/2012 Yes
PERMITS APPLIED FOR IN MARCH 2013
ADDRESS
BUILDER
ADD /ZONE
VALUE
A.S.F.
PERMIT#
DATE
11000 N 117 E PI
Capital Homes
MGII /RS3
$ 120,615
2,193
13- 0301 -X
3/4/2013
10904 N 118 E Ave
Capital Homes
MGII /RS3
$ 125,950
2,290
13- 0302 -X
3/4/2013
9205 N 95 E PI
Tim Miller
LBR /RS3
$ 16,584
252
13- 0303 -X
3/4/2013
7400 E 83 St N
Kolt Systems
CARPI /RS3
$ 130,295
2,369
13- 0304 -X
314/2013
7408 E 83 St N
Kolt Systems
CARPI /RS3
$ 159,500
2,900
13- 0305 -X
3/4/2013
9805 E 90 Ct N
Smalygo Properties
FWIV /RS3
$ 135,960
2,472
13- 0306 -X
3/4/2013
425 E 22 St N
Advanced Homes
Heritage /01-
$ 289,740
5,268
13- 0307 -C
3/4/2013
12280 E 96 St N
Law Company
SF /CS
$ 27,000
900
13- 0308 -C
3/4/2013
10910 N 118 E Ave
Simmons Homes
MGII /1153
$ 100,815
1,833
13- 0309 -X
3/4/2013
11908 E 105 PI N
Simmons Homes
BBP /RS3
$ 132,420
2,787
13- 0310 -X
3/4/2013
12409 E 88 St N
Mike Leach
LRI /RS3
$ 60,000
1,050
13- 0311 -X
3/14/2013
12110 E 70 St N
Strategic Builders
KLI /RS3
$ 167,750
3,050
13- 0312 -X
3/14/2013
12114 E 69 St N
Strategic Builders
KLI /RS3
$ 167,475
3,045
13- 0313 -X
3/14/2013
13514 E 93 St N
Request Inc.
NH /RS2
$ 10,000
160
13- 0314 -X
3/14/2013
7805 N 142 E Ave
Executive Homes
CW /RS3
$ 175,780
3,196
13- 0315 -X
3/19/2013
7809 N 142 E Ave
Executive Homes
CW /RS3
$ 163,845
2,979
13- 0316 -X
3/19/2013
9500 E 92 PI N
Executive Homes
BR /RS3
$ 181,170
3,294
13- 0317 -X
3/19/2013
7511 E 83 St N
Winkley, Homes
CARPI /RS3
$ 142,010
2,582
13- 0318 -X
3/19/2013
10535 N 120 E Ave
Simmons Homes
BBP /RS3
$ 142,120
2,584
13- 0319 -X
3/25/2013
11001 N 154 E Ave
Simmons Homes
LVIV /RS3
$ 105,710
1,922
13- 0320 -X
3/25/2013
7406 E 83 PI N
Executive Homes
CARPI /RS3
$ 143,440
2,608
13- 0321 -X
3/2512013
8304 N 74 E Ave
Executive Homes
CARPI /RS3
$ 143,440
2,608
13- 0322 -X
3/25/2013
10403 E 92 St N
Simmons Homes
FW /RS3
$ 146,850
2,670
13- 0323 -X
3/25/2013
9045 N 121 E Ave #400
Oil Capital Neon
SF /CS
$ 5,400
52
13- 0324 -5
3/25/2013
15300 E 110 St N
Simmons Homes
LVIV /RS3
$ 105,710
1,922
13- 0325 -X
3/25/2013
10525 N 121 E Ave
Simmons Homes
BBP /RS3
$ 142,120
2,584
13- 0326 -X
3/25/2013
12006 E 105 PI N
Simmons Homes
BBP /R53
$ 151,195
2,749
13- 0327 -X
3/25/2013
15300 E 109 Pi N
Simmons Homes
LVIV /RS3
$ 105,710
1,922
13- 0328 -X
3/25/2013
10544 N 117 E Ave
Simmons Homes
BBP /RS3
$ 118,52-1
2,155
13- 0329 -X
3/25/2013
10906 N 117 E PI
Capital Homes
MGII /RS3
$ 95,205
1,731
13- 0330 -X
3/29/2013
8310 N 74 E Ave
Hayes Custom Homes
CARPI /RS3
$ 143,330
2,606
13- 0331 -X
3/29/2013
8344 N 119 E Ave
RC Construction
3LA /RS3
$ 115,500
2,100
13- 0332 -X
3/29/2013
11003 N 118 E Ave
Simmons Homes
MGII /RS3
$ 91,320
1,922
13- 0333 -X
1 3/29/2013
27 Single Family
$ 3,653,760
67,073 SgFt
2 Residential Remodel
$ 76,584
1,302 SgFt
1 Accessory
$ 10,000
160 SgFt
2 Commercial Remodel
$ 316,740
1 gFt
1 Signs
$ 5,400
52 SgFt
33 Total Building Permits
$ 4,062,484
74,755 SgFt
City of Owa-sw 121 N. Mai. Sf. 0"M4S , OK 74055
PROJECT STATUS REPORT
City of Owasso Public Works Department
April 9, 2013
E. 106TH Street North and Garnett Road Intersection Improvement Proiect
- Funding for the construction of this project is a result of a "matching grant" 80%
ODOT funding and 20% City funding.
- On March 24, 2009, Council awarded an engineering design contract to PSA
Dewberry.
- Construction bids were opened on March 21, 2013 with four bids received. ODOT
awarded construction contract to Paragon Contractors in the amount of
$1,952,952. The contract amount is below the engineering estimate by $238,750.
- Construction is scheduled to commence in June 2013.
Santa Fe Lift Station and Force Main Improvements
- February 2010, City Council awarded an engineering agreement in the amount
of $145,874 to Greely and Hansen Engineering.
- November 2011, OPWA Trustees awarded a construction contract to W.N.
Couch in the amount of $2,636,700.
- As of March 20th, Santa Fe lift station is substantially complete. Turf restoration and
landscaping is underway with final completion expected by late April.
Three Lakes Stormwater Channel Improvements
- Project includes widening and shaping of the north /south channel east of US
Hwy 169, from to 83rd Street North southward to the end of the existing concrete
channel.
- The engineering design is being performed by the City of Owasso's Engineering
Division. Currently, the design is 100% complete.
- In April 2012, AT &T mobilized and completed the relocation of their utility.
- December 2012, Council awarded a construction contract to Tri -Star
Construction in the amount of $623,882.
- Prior to the stormwater channel improvements, public infrastructure (sanitary
sewer) is being relocated to the west side of the channel. The public utility
relocation is approximately 95% complete. Once the public utility relocation is
complete (April 12, 2013), the stormwater channel improvements will
commence.
East 106th Street North Water Improvements
- Project includes extending 12" water line from 106th Street North /N. 110th East
Avenue to 106th Street North and Mingo Road.
- The engineering design was performed by the City of Owasso's Engineering
Division. Currently, the design is 100% complete.
- City crews have installed 1,700 linear feet of water line. Project is scheduled to
complete by June 2013.
- Water Division have installed over 1,900 linear feet of 12" water line. Project is
expected to be complete by June 2013.
- Water Division has installed approximately 4,000 linear feet of 12" water line.
Anticipated completion time is still expected to be by June 2013.
E. 76th Street North Widening (from U.S. Hwvl69 to N. 129th East Avenue
- In October 2010, the City received notice that INCOG selected the project to
receive federal funding in the amount of $2,090,000 for engineering, right -of -way
and utility relocation costs. A 20% required match will be funded through the
City of Owasso's Capital Improvement Fund.
- In October 2011, the City received notice that INCOG selected the project to
receive federal funding in the amount of $3,470,000 for construction and
administration costs. A 20% required match will be funded through the City of
Owasso's Capital Improvement Fund.
- In February 2012, ODOT officials informed City staff of funds available in the
Federal Surface Transportation Fund for the planning phase of E. 761h Street North
Widening Project.
- In March, INCOG presented this project to its members for consideration to
receive funding in 2012 for the engineering design. Project was approved by the
Technical Advisory and Transportation Policy Committees.
- In April 2012, the project was approved by INCOG Board of Directors
- Engineering Consultant interviews were held on January 16, 2013. ODOT
anticipates having an engineering contract prepared in February 2013.
- ODOT is reviewing engineering proposal, preparing the contract and working
with the FHWA to get their approval. Staff hopes to have the agreement package
ready for Council approval by mid - April.
Ranch Creek Sanitary Sewer Improvements
- May 2012, City Council awarded an engineering agreement in the amount of
$175,000 to Kellogg Engineering INC.
- Engineering design is approximately 40% complete with final design expected in
July 2013.
- Final plans, engineering report and environmental document are expected to be
submitted to ODEQ in May.
- Bid advertisement is expected to occur in August 2013 with construction
scheduled to commence by November 2013.
Garnett Widenina (from E. 96'h Street North to E. 106'h Street Northl
In November 2012, Council approved an engineering agreement with Dewberry
in the amount of $345,600.
Engineering design is approximately 35% complete. Preliminary plans are
currently be reviewed by City staff. Engineering design is still on schedule to be
complete by October 2013.
FY 2012 -2013 Street Rehabilitation Project
- May 2012, City Council approved the FY 2012 -2013 project list.
- July 2012, City Council approved the Inter -local Agreement between City of
Owasso and Tulsa County.
- City Council awarded the Street Rehabilitation project to Tri -Star Construction on
October 16, 2012. The crack sealing portion of the project has been completed.
The remaining base repairs, milling, overlay, or fog sealing began in December
2012.
Base repairs, as well as curb and gutter replacement on Cedar Street is
complete.
Base, curb, and gutter repairs in Hale Acres are complete. Crews have mobilized
in the Willawood addition and base, curb and gutter repairs are approximately
607a complete in this particular area. Upon completion of repairs in this addition,
construction crew will mobilize in El Rio Vista to begin repairs of the same nature.
N 129h E Ave, E 96'h St N & Service Rd Widening, Drainage, Water, Sanitary
Sewer Improvements
- On January 8, 2013, pre- construction meeting was conducted with Becco and
general contractor Crossland Construction. Street improvements are scheduled
to commence in January 2013 with final completion anticipated in August 2013.
- On January 9, 2013, pre- construction meeting was conducted with United Utilities
and Crossland Construction. Water distribution and Sanitary Sewer improvements
commenced in January 2013 with final completion anticipated in June 2013.
- Along E 96th St N, utility relocations are still in progress (AT &T, Cox Cable).
- Offsite water line from Garnett to the Sam's site is in progress with approximately
600 linear feet installed. The installation of the water line is expected to be
complete by June 2013.
- Service road is approximately 95% complete with completion scheduled to
occur by late - April. Furthermore, improvements on N 1291h E Ave just north of the
E 96 St N intersection have commenced.
Highway 75 and 11 6+h Street Overpass Improvements
- E 1 16th St N is closed at Yale heading west. All traffic must detour north or south at
this intersection. Improvements are scheduled to be complete by August 2013.
- Grading and drainage improvements on the east side of Highway 75 are 95%
complete and work on the west side is underway. Once this phase of
construction is complete, bridge abutment work will begin. Contractor is
anticipating completion by August 2013.
Original Town Sewer Line Improvements
- Sanitary sewer project is funded in the FY 2012 -2013 Wastewater Collection
Operating Budget.
- As a result of inverse slope, several sections of the gravity sewer line are in need
of replacement. The estimated cost for such improvements is $200,000.
- Survey work is in progress as well as In -house engineering and design.
Anticipated bid advertisement for this project is expected in late June of 2013.
Hale Acres offsite Sanitary Sewer Line Improvements
- Sanitary sewer project is funded in the FY 2012 -2013 Wastewater Collection
Operating Budget.
- As a result of inadequate slope, the offsite Hale Acres gravity sewer line is need
of replacement. The estimated cost for such improvements is $270,000.
- Survey work is complete and In -house engineering and design is in progress.
Anticipated bid advertisement for this project is expected in late June of 2013.
The City Wit out Limits.
TO:
THE HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM:
CHELSEA M.E. HARKINS
DIRECTOR OF ECONOMIC DEVELOPMENT
SUBJECT:
DIRECTOR'S REPORT
DATE:
April 11, 2013
RETAIL & SERVICE DEVELOPMENT UPDATE
• Discount Tires will build a store on the NW corner of 116th Street N. and HWY 169.
• Los Cabos Owasso located in Tyann Plaza plan to open in late April.
• Ashley Furniture has opened in Smith Farm Market in the former Linens 'N Things location.
• Sam's Club continues construction at the NE Corner of 961h Street N and 129th E Avenue.
HEALTH CARE UPDATE
• Senior Suites, a full service nursing facility continues construction on land to the south of
the St. John Owasso medical campus.
HOTELS /MOTELS
• A 46 -room Super 8 hotel still plans to build where the former Catfish Country location was
on 761h Street.
$2,000,000
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
$0
City of Owasso FY 2012 -2013
Monthly Sales Tax Comparisons
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Year -to -Date Sales Tax Totals
$20,000,000
$18,000,000 - ----------.-.-...--'--
$16,000,000 - --
$14,000,000 - --
$12,000,000 -
$10,000,000
$8,000,000
dr-
$6,000,000 — —
$4,000,000 — - - --
$2,000,000 - -- ---- --__ --
$-
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
- - -� -- Budget tLastyear tActual
City of Owasso
Sales Tax Report
Budget to Actual Comparison
April 8, 2013
May
Jun
Totals $15,895,070.36 83.1% $15,975,000.00 815% ($79,929.64) -0.5%
2012 -2013
2012 -2013
Actual Collections
Budget Projections
Over (Under) Projection
Amount
Percent
Amount
Percent
Amount
Percent
Jul
$ 1,630,956.50
8.5% $
1,592,000.00
8.3%
$ 38,956.50
2.4%
Aug
1,521,846.41
8.0%
1,579,000.00
8.3%
(57,153.59)
-3.6%
Sep
1,518,488.35
7.9%
1,579,000.00
8.3%
(60,511.65)
-3.8%
Oct
1,560,824.24
8.2%
1,610,000.00
8.4%
(49,175.76)
-3.1%
Nov
1,447,595.59
7.6%
1,516,000.00
7.9%
(68,404.41)
4.5%
Dec
1,605,740.09
8.4%
1,593,000.00
8.3%
12,740.09
0.8%
Jan
1,792,033.55
9.4%
1,756,000.00
9.2%
36,033.55
2.1%
Feb
1,817,864.08
9.5%
1,760,000.00
9.2%
57,864.08
3.3%
Mar
1,500,013.52
7.8%
1,470,000.00
7.7%
30,013.52
2.0%
Apr
1,499,708.03
7.8%
1,520,000.00
7.9%
(20,291.97)
-1.3%
May
Jun
Totals $15,895,070.36 83.1% $15,975,000.00 815% ($79,929.64) -0.5%
City of Owasso
Sales Tax Report
Two Year Comparison
April 8, 2013
Note: Fiscal Year 2013 Sales Tax Budget is $19,125,000
Fiscal 2012 -2013
Fiscal 2011 -2012
Increase or (Decrease)
Percent
Percent
Amount
of Budget
Amount
of Actual
Amount
Percent
Jul
$
1,630,956.50
8.5%
$1,521,672.39
8.3%
$109,284.11
7.2%
Aug
$
1,521,846.41
8.0%
1,485,585.66
8.1%
36,260.75
2.4%
Sep
$
1,518,488.35
7.9%
1,485,891.81
8.1%
32,596.54
2.2%
Oct
$
1,560,824.24
8.2%
1,517,700.88
8.3%
43,123.36
2.8%
Nov
$
1,447,595.59
7.6%
1,420,986.61
7.7%
26,608.98
1.9%
Dec
$
1,605,740.09
8.4%
1,488,693.19
8.1%
117,046.90
7.9%
Jan
$
1,792,033.55
9.4%
1,655,568.87
9.0%
136,464.68
8.2%
Feb
$
1,817,864.08
9.5%
1,748,279.70
9.5%
69,584.38
4.0%
Mar
$
1,500,013.52
7.8%
1,405,820.76
7.7%
94,192.76
6.7%
Apr
$
1,499,708.03
7.8%
1,454,786.62
7.9%
44,921.41
3.1%
May
Jun
Totals
82.8%
$710,083.87
4.7%
$15,895,070.36
83.1%
$15,184,986.49
Note: Fiscal Year 2013 Sales Tax Budget is $19,125,000
City of Owasso
Monthly Sales Tax Revenues
Last Five Fiscal Years
2012 -2013 2011 -2012 2010 -2011 2009 -2010 2008 -2009
Jul
$
1,630,956.50
$ 1,521,672.39
$1,485,552.57
$1,523,296.22
$1,463,146.16
Aug
$
1,521,846.41
1,485,585.66
1,409,806.38
1,457,190.41
1,420,417.94
Sep
$
1,518,488.35
1,485,891.81
1,433,235.57
1,384,785.99
1,453,976.96
Oct
$
1,560,824.24
1,517,700.88
1,467,321.34
1,386,073.05
1,453,905.08
Nov
$
1,447,595.59
1,420,986.61
1,362,551.29
1,222,181.35
1,358,986.71
Dec
$
1,605,740.09
1,488,693.19
1,423,010.85
1,481,44233
1,497,046.05
Jan
$
1,792,033.55
1,655,568.87
1,640,741.37
1,558,964.00
1,662,272.89
Feb
$
1,817,864.08
1,748,279.70
1,675,132.30
1,660,458.42
1,621,964.23
Mar
$
1,500,013.52
1,405,820.76
1,327,302.74
1,283,250.04
1,299,354.84
Apr
$
1,499,708.03
1,454,786.62
1,310,850.43
1,288,894.21
1,289,190.50
May
1,610,102.97
1,506,255.74
1,506,435.50
1,430,199.15
Jun
1,547,918.80
1,487,182.33
1,513,720.24
1,392,852.76
$15,895,070.36
$18,343,008.26
$17,528,942.91
$17,266,691.76
$17,343,313.27
City of Owasso
Monthly Use Tax Revenues
Last Five Fiscal Years
2012 -2013 2011 -2012 2010 -2011 2009 -2010 2008 -2009 2007 -2008
Jul
$33,564.91
$41,490.75
$42,547.09
$77,124.54
$36,613.19
$49,273.64
Aug
33,982.54
52,649.70
34,592.96
58,626.76
31,392.82
47,926.95
Sep
47,608.82
53,050.58
42,904.66
53,157.06
60,065.80
44,881.71
Oct
59,327.05
48,434.75
48,534.10
32,510.05
42,625.22
36,355.27
Nov
50,722.23
43,503.50
42,275.99
37,032.82
44,903.28
54,181.69
Dec
48,320.10
52,051.50
40,466.31
35,727.86
50,941.37
44,638.73
Jan
60,594.21
47,738.06
52,885.66
47,548.94
54,401.73
66,236.96
Feb
78,302.28
55,670.54
54,867.98
45,714.97
106,913.97
35,054.09
Mar
57,199.16
44,139.56
39,200.77
30,888.31
53,825.62
66,812.92
Apr
30,576.98
29,760.17
45,286.77
50,504.67
75,764.40
39,721.35
May
55,835.13
44,615.83
53,407.77
95,874.46
69,451.37
Jun
41,989.03
33,512.24
57,883.91
69,772.60
27,453.09
$500,198.28
$566,313.27
$521,690.36
$580,127.66
$723,094.46
$581,987.77