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2016.08.09_Worksession Agenda
This meeting is a worksession for Council /Trustee discussion only. There is no opportunity for public comments at worksession. PUBLIC NOTICE OF THE MEETING OF THE OWASSO CITY COUNCIL, OPWA & OPGA Council Chambers, Old Central Building CJ v, ZO/6 109 N Birch, Owasso, OK 74055 1@ S O Tuesday, August 9, 2016 - 6:00 pm 1. Call to Order Mayor /Chair Lyndell Dunn 2. Presentation and discussion relating to Tax Increment Financing (TIF) Districts Bronce Stephenson & Center for Economic Development Law 3. Presentation and discussion relating to Fire Station No. 4 master plan and project scrope Chris Garrett & Williams Spurgeon Kuhl and Freshnock 4. Discussion relating to Community Development items Bronce Stephenson A. Final Plat - Wheels & Thrills Development (north of the northeast corner of E 106 St N and N Garnett Rd) B. Re- zoning - OZ -16 -07 (near N 142 E Ave and E 93 St N) C. Partial Utility Easement Closure - 9308 N 101 E Ave D. Zoning Code and Land Use Master Plan Updates 5. Discussion relating to proposed utility rate increases Linda Jones 6. Discussion relating to City Manager items Warren Lehr • Golf maintenance utility vehicles (8) lease to purchase • Monthly sales tax report • City Manager report 7. City Council /Trustee comments and inquiries 8. Adjournment Notice of Public Meeting filed in the office of the City Clerk and the Agenda posted at City Hall, 200 S Main (west side), at 6:00 pm on Friday, August 5, 2016. Sherry Bisho , City Clerk O—T Cit0YW, out Limits. TO: The Honorable Mayor and City Council City of Owasso FROM: Bronce L. Stephenson, MPA, Director of Community Development Julie Trout Lombardi, City Attorney Chelsea M.E. Levo, Director of Economic Development SUBJECT: Presentation and Discussion of a Tax Increment Financing (TIF) District with Center for Economic Development Law DATE: August 5, 2016 BACKGROUND: The City of Owasso's roots are firmly set in the downtown area around Main Street as this was where the City began around the rail depot. As this City has grown, developed and sprawled away from its core, the downtown area has seen little reinvestment and has been somewhat of a forgotten area anchored only by public services and light commercial activity. A downtown is the heart of a City and across the State of Oklahoma and the Country, Americans have been re- discovering and redeveloping their downtowns. The City of Owasso and its citizens have long seen a desire to redevelop the Main Street area as evidenced by the Downtown Master Plan that was developed in 2001. This Master Plan was the result of hundreds of hours of input from staff, the community and elected officials. Unfortunately, not much came out of this plan. The City saw the creation of the Quality of Life Plan in 2011, which involved citizens designing their ideal Owasso. Much of the input from this document discussed the redevelopment of the downtown area and creating that "special place" that Owasso was missing. In 2013, the City finished the GrOwasso 2030 Land Use Master Plan, which took a great deal of input from Owasso's citizens. Again, the direction was that this community wanted to redevelop and enhance Owasso's downtown. The document called for a downtown development district to create development standards that would create a special place in Owasso. On the heels of the GrOwasso Plan, Community Development staff created a Downtown Overlay District, which was reviewed and approved by the Planning Commission and City Council. The Downtown Overlay District created special requirements for development in the area, restricted incompatible uses, removed costly development standards and set the table for redevelopment of the area. The Overlay was a way to show potential developers that Owasso was serious about the redevelopment of the downtown and set a new standard for quality development. The issue of Downtown redevelopment was the topic of the 2015 Owasso Economic Summit. Staff, along with guests from other successful communities, presented on the vision and how to successfully transform downtown areas. One of the key takeaways is that downtown areas do not see success without public - private partnerships to create opportunities for new development. These partnerships allow new development to be successful in areas where they would otherwise fail. After the Economic Summit, multiple investors approached staff wanting to be a part of downtown's redevelopment, but were faced with the daunting reality of investing new development dollars into an area that had not seen any public or private dollars invested in years. Since the summit, staff has had multiple opportunities to speak to citizen, business and civic groups about Owasso's downtown, with great public support and interest. Staff worked with the community and stakeholders to develop a brand for the redevelopment of downtown, with the Redbud District as the chosen name. By letting the community help to name and choose the logo, interest in the redevelopment of downtown is more popular than ever. CENTER FOR ECONOMIC DEVELOPMENT LAW: Recently, Economic Development Director Chelsea Levo, Community Development Director Bronce Stephenson, Assistant City Manager Sherry Bishop and City Attorney Julie Lombardi met with the Center for Economic Development Law (CEDL) of Oklahoma City to discuss utilizing their services and expertise of incentive districts for the development of downtown Owasso. As Owasso's Redbud District is on the cusp of redevelopment, the creation of an incentive district increases options for making the downtown revitalization a success. Tax Increment Financing (TIF) Districts have been successfully utilized in transforming areas such as El Reno, Ardmore, Norman, Lawton, Enid, Midwest City, Oklahoma City, Tulsa, Broken Arrow and numerous other communities across the state. An engagement letter with the CEDL was approved by the City Council. Representatives of the firm will attend the City Council work session to discuss downtown redevelopment and the concept of a Tax Increment Financing (TIF) District. CENTER FOR ISCOT140 IC DEVELOPMEI®IT LAW 301 NORTH HARVEY, SUITE 100 OKLAHOMA CITY, OKLAHOMA 73102 -3421 PHONE (405) 232 -4606 FAX (405) 232 -5010 www.econlaw.com The Center for Economic Development Law is a private law firm that provides legal services for development and redevelopment activities that involve state and local governing bodies and related public entities. Established in 1979 by Dan Batchelor, the firm offers extensive legal services in the creation of legal and financial strategies for economic and community development projects, as well as business location and expansion projects. The firm primarily advises public entities on public- private development and business incentives available in particular localities. In towns and counties around the state, the firms expertise assists city attorneys and local counsel on specialized economic development matters. Much of the firm's recent work involves economic development projects that utilize tax increment financing (TIF) through the preparation of project plans, assistance . with public hearings, and negotiation of. development agreements, but the firm also has extensive experience representing clients in public master planning activities, public contracting, real estate transactions, environmental issues, land use /zoning, and a variety of related litigation matters. The attorneys at the Center for Economic Development Law have experience with public - sector legal issues and with projects requiring close coordination between the public and private sectors. Members of the firm value their relationships with clients and are committed to the highest ethical and professional standards. They particularly enjoy the opportunity to assist clients in beneficial projects for their communities. The Center for Economic Development Law's legal team is led by its President, Leslie Batchelor, and is supported by Chairman Dan Batchelor, Senior Attorneys Emily Pomeroy and Lisa Harden, Attorney Jeff Sabin, and Senior Of Counsel Attorney John C. McMurry. The legal team is augmented by full -time legal assistants and support staff. CENTER FOR ECONOMIC DEVELOPMENT LAW, PLLC ATTORNEY BIOGRAPHIES DAN BATCHELOR brings forty years of experience to the creation of legal and financial strategies that enable communities to execute development projects, especially those involving both private and public sectors. As general counsel of the Oklahoma City Urban Renewal Authority since 1966, Dan has provided legal guidance for more than $1 billion in the development and expansion of downtown Oklahoma City and the Oklahoma Health Center. He has been instrumental in developing legal and financial strategies for development of the Presbyterian Health Foundation Research Park (now the OU BioTech Research Park). His expertise has enabled him to assist communities throughout Oklahoma in creating financing strategies for economic development projects of all types and sizes. Dan was a primary architect of the tax increment financing provisions of Oklahoma's 1992 Local Development Act. He has served as development counsel for the Oklahoma City Downtown/"S Economic Development Project; the Oklahoma Health Center Economic Development Project; the Durant - Cardinal Economic Development Project; and the Guymon - Seaboard Economic Development Project. Earlier, he worked on redevelopment projects for the central business districts of Green Bay and Stevens Point, Wisconsin. His education and related credits include: a BS degree with honors, Southeastern Oklahoma State University, 1958; University of Oklahoma College of Law, 1961; President of the American Law Student Association (designated Outstanding Officer for the years 1956 -6I); Board of Editors, Oklahoma Law Review; Order of the Coif; Outstanding Graduating Law Student of 1961; named Law Graduate of the Year 1961 by the Phi Delta Phi International Legal Fraternity; and member of Oklahoma's national moot court team which won first place in the region and second place in the nation in both 1959 and 1960. Dan currently serves as a Director of FNB Financial Services, Inc., the holding company for The First National Bank in Durant and First Texoma Bank in Sherman, Texas; secretary - treasurer and board member for the Native American Cultural and Educational Authority, a state agency; and board member of A Chance to Change Foundation, a private, non - profit service organization. LESLIE V. BATCI ELOR is president of the fum and manages a wide variety of redevelopment, financing, and litigation matters. Leslie's practice encompasses local government law and public - private development projects of all types and sizes. She is nationally recognized for her expertise in public - private partnerships, tax increment financing techniques, and other redevelopment and strategies. Representative projects include the restoration and reopening of the historic Skirvin Hotel, creation of the Dell Business Center on a former brownfreld along the Oklahoma River, and formulation of Oklahoma City's Core to Shore Urban Renewal Plan. Leslie is an experienced litigator. She represents public entities in claims arising from financing and development activities. She defends taxpayer and qui tam actions, and litigates claims involving land use and eminent domain. Leslie serves as the City Attorney for the City of The Village and as development counsel to several local development authorities, including the Yukon Economic Development Authority. Prior to founding the Center for Economic Development Law with her father, Dan Batchelor, Leslie served in the U.S. Department of Justice as Deputy Associate Attorney General, Counsel to Attorney General Janet Reno, and Counselor to the Assistant Attorney General for the Civil Division. Before joining the Justice Department, Leslie was an associate at McAfee & Taft, where she concentrated on civil litigation. She served as a law clerk to the Honorable William J. Holloway, Jr., of the United States Court of Appeals for the Tenth Circuit. Leslie received her undergraduate degree magna cum laude from Brown University and her Master's and law degrees from the University of Virginia, where she was an instructor in philosophy and a teaching assistant in legal research and writing. An active community volunteer, Leslie has served in leadership roles in a number of professional and community organizations, including Chair of the Urban Land Institute - Oklahoma, president of Historical Preservation, Inc., president of the Oklahoma County Bar Foundation, and president of Oklahoma City Housing Services Redevelopment Corporation (Positively Pasco!). She also serves on the Board of i2E, the Board of Visitors for the Honors College at the University of Oklahoma, and the Ralph Ellison Foundation. She is married to Scott E. Williams, a federal prosecutor, and is the mother of twin girls. EMILY K. POMEROY serves as development counsel to cities, towns, and other public entities, to assist them in the strategic, procedural, and financing aspects of their redevelopment endeavors. Her transactional practice focuses on the adoption and implementation by governmental entities of public - private redevelopment m projects of all types and sizes. Her litigation practice consists of representing the firm's regular clients, ' including the Oklahoma City Urban Renewal Authority, when litigation arises from economic development projects, redevelopment activities, or land acquisition. Emily joined the firm in 2003 after completing her legal education at the University of Oklahoma. During one semester of law school, she served as law clerk to the Senior Attorney of the Special Projects Group of the Environmental Enforcement Section of the Environment and Natural Resources Division at the U.S. Department of j_ Justice. She received her undergraduate degree from Bucknell University in Lewisburg, Pennsylvania. She graduated magna cum laude, with recognition, including Phi Beta Kappa, Omicron Delta Kappa National Leadership Honor Society, and the Charles F. White Memorial Award for Excellence in Academics and Athletics. Emily was born in Oklahoma City and attended Casady School, where she graduated magna cum laude in 1995. Emily is a member of the Oklahoma County Bar Association, the Oklahoma Bar Association, and the American Bar Association. Emily is an active community volunteer, serving as an officer of the Legal Assistant Services Committee of the Oklahoma Bar Association, a member and former president of the Oklahoma City Housing Services Redevelopment Corporation, an executive officer and former president of the Phi Beta Kappa Association of Oklahoma City, and a member of the Urban Land Institute. LISA HARDEN is a real estate and business transaction attorney who has extensive experience in a broad range of ` commercial transactions in all phases of real estate sales A ,. and acquisitions, exchanges, construction and development, financing and refinancing, commercial leasing and real estate management. Prior to joining the firm, Lisa served as the General Counsel for an upscale golf community and country club between 2005 and 2012, where she provided legal advice and representation on all business, corporate, development, organizational, operational, contractual, financial, and employment matters, including: negotiating and closing all real estate purchases and sales; addressing title, survey, and zoning issues; project design and development, land use planning; platting; marketing; preparation and negotiation of development, engineering, architectural and construction contracts, easements, equipment leases, office leases, vendor, supplier, entertainment, outsourcing, marketing, and other various membership matters; and writing membership Before serving as General Counsel to the golf community and country club, Lisa was an associate at Phillips, McFall, McCaffrey, McVay & Murrah, P.C. where she represented owners, operators, managers, developers, brokers, sellers, purchasers, landlords and tenants in all phases of commercial real estate and business transactions. Lisa earned her Juris Doctorate, cum laude, from the Oklahoma City University School of Law, and her degree of Bachelor of Arts in Letters from the University of Oklahoma. Born in Chickasha, Oklahoma, Lisa lives in Oklahoma City with her husband, Larry, and their two young children. r t IV — — -d commercial agreements; handling agreements. Prior to joining the firm, Lisa served as the General Counsel for an upscale golf community and country club between 2005 and 2012, where she provided legal advice and representation on all business, corporate, development, organizational, operational, contractual, financial, and employment matters, including: negotiating and closing all real estate purchases and sales; addressing title, survey, and zoning issues; project design and development, land use planning; platting; marketing; preparation and negotiation of development, engineering, architectural and construction contracts, easements, equipment leases, office leases, vendor, supplier, entertainment, outsourcing, marketing, and other various membership matters; and writing membership Before serving as General Counsel to the golf community and country club, Lisa was an associate at Phillips, McFall, McCaffrey, McVay & Murrah, P.C. where she represented owners, operators, managers, developers, brokers, sellers, purchasers, landlords and tenants in all phases of commercial real estate and business transactions. Lisa earned her Juris Doctorate, cum laude, from the Oklahoma City University School of Law, and her degree of Bachelor of Arts in Letters from the University of Oklahoma. Born in Chickasha, Oklahoma, Lisa lives in Oklahoma City with her husband, Larry, and their two young children. JEFF SABIN's practice focuses primarily on real estate development and land use issues. He began working for the firm as an intern in 2012 while working to complete his law degree at Oklahoma City University School of Law, where he was the recipient of a prestigious, full- tuition Dean's Scholarship. While in law school, Jeff served as a member of the Oklahoma City University Law Review and as a research assistant for Assistant Professor Celeste Pagano. He also received CALI Excellence for the Future Awards in Legal Research and Writing, Evidence, Land Use, Oklahoma Land Titles, Tribal Law, and Commercial Paper. He received his J.D. magna cum laude and a Certificate in Real Estate Practice from OCU Law in 2014, and at graduation was awarded the Excellence in Real Property Law Award by the Oklahoma City Real Property Lawyers Association. Prior to law school, Jeff received a B.A. in Geography, with distinction, from the University of Oklahoma and spent over four years as a city planner for the City of Hutto, Texas, a high - growth suburb of Austin, Texas. During his time as a city planner, Jeff participated in the development of an award - winning downtown revitalization plan for Hutto and oversaw the comprehensive rewrite of the City's development ordinances into a unified development code. He also served as a development case manager, assisting developers navigate the city's regulations and approvals process. Jeff is a member of the Oklahoma Bar Association, American Bar Association, the American Planning Association, and the Urban Land Institute. The City Wit out Limits. TO: The Honorable Mayor and City Council City of Owasso FROM: Christopher A. Garrett Fire Chief SUBJECT: Fire Station No. 4 Master Plan and Project Scope DATE: August 5, 2016 BACKGROUND: In 2013, fire department staff conducted an assessment of response capability to determine the need for, and priorities of, future growth. That assessment identified several areas of the fire and ambulance response district where a timely response to emergency incidents was unachievable based on the physical locations of the city's three fire stations. Of those identified areas, the northernmost area presented the greatest concern due to its current population and call history, as well as the planned and anticipated commercial and residential development along the district served by E. 116 Street North, Garnett Road, N. 129 East Avenue, and Highway 169. With the passage of the half -penny sales tax in January 2015, fire department staff moved forward with identifying a suitable tract of land to purchase, knowing that purchasing the land and the ancillary costs associated with that purchase would be the first step in providing more effective fire and ambulance services in the north and northwest areas of the fire department's response district. Of the tracts of land available in that area, staff identified a 10 -acre tract of land at 11933 E. 116 Street North that was well - positioned for Fire Station No. 4, and was large enough to support a training facility and an administrative building. In March 2015, City Council approved the purchase of the 10 -acre property from Danny and Barbara Eberle for $500,000.00. In April 2015, the city completed the purchase of the property. INITIAL PROJECT DESIGN: From December 2015, through March 2016, a review team of six individuals conducted a thorough evaluation of the eight architectural and design firms who submitted their qualifications for consideration. The architectural and design firm, Williams Spurgeon Kuhl and Freshnock (WSKF) of Kansas City, Missouri was chosen by all six team members. They (WSKF) have done extensive work in the design of fire stations, administrative offices, and fire training centers. The review team believed that WSKF's project approach and design processes (including checks and balances), as well as their team of expert consultants would assure the city a finished product that met all of its current and future needs. In particular, WSKF was working with Abercrombie Planning and Design of Fort Worth, Texas to bring additional fire station and training center design expertise to this project. On March 15, 2016, City Council approved the contract with Williams Spurgeon Kuhl and Freshnock Architects, Inc. (WSKF) of Kansas City, Missouri for architectural design and engineering services for the Fire Station No. 4 Master Plan in the amount of $223,970. Regarding the scope of design, both parties agreed that a master plan of the complete project design was necessary, regardless of whether or not the construction of the fire station, training center, and administrative building were sequenced or concurrent. Specifics of the master plan were to include: Fire Station No. 4: • Living quarters and operational areas for up to eight personnel. • Living Quarters for Shift Commander. • Additional apparatus bay space for quartering reserve apparatus. Training Center: • Multi- purpose facility designed to provide realistic training involving live fire, hazardous material incidents, and technical rescues. • Props suited for law enforcement training (excluding live weapons). • Area for the Public Works Department to use for hands -on training using heavy equipment. Fire Administration: • Office quarters for all current and future administrative positions in one location to enhance coordination and communication among the administrative staff. • Police department sub - station to better serve the northern area of the city. • Large training room to be used by fire, police, and public works personnel to support outside activities on the training center grounds, as well as by the community for meetings. • Fire department command /coordination center during significant emergency events. FINAL PROJECT DESIGN: The completed Master Plan took into account the fire department's need to address current and future needs in all three components, maximize efficiency of space, use of the training facilities by other city departments and the community (where appropriate), and current and anticipated fire hazards within the community. Additionally, the facilities had to: be "50 -year solutions "; utilize low maintenance construction elements; incorporate environmentally - friendly options wherever possible; and present a professional image for the city. Fire department staff and WSKF worked collaboratively throughout the planning and designing process. Using several methods of inquiry, the project team produced a list of needs relative to the fire department's current and future administrative and field operations. Included was the community risk assessment that involved every firefighter in operations. This assessment allowed WSKF and Abercrombie Planning and Design to develop the Master Plan for the training center that concentrated on the type of incidents that our firefighters will likely face, even as the city grows. The final design included a single 20,689 square foot building that quartered the operations staff for Fire Station No. 4, the shift commander, all of fire administration staff (including the Fire Marshal's Office), and police operations personnel responsible for the northern sections of the city. (See Table l.) Additionally, the final design included the training center, consisting of four training buildings, a maintenance /storage /training building, an outdoor classroom, and a salt and sand storage facility for the Public Works Department. (See Table 1) Table 1: Fire Station No. 4 Components Living Quarters Apparatus Bays Fire Administration Police Satellite Office 5,515 Square Feet 6,697 Square Feet 7,826 Square Feet 652 Square Feet Seven (7) Three (3) Drive Lobby /Reception Office (3 -4 Work Individual Through Apparatus Area Stations) Bunkrooms Bays One (1) Captain's One (1) Small Bay Eleven (11) Briefing Office /Bunkroom for Shift Administrative Offices Room /Interview Commander's Room Vehicle One (1) Shift Large Gear Storage One (1) Large Restroom Commander's Room (Doubles as Conference Room Bunkroom Tornado Shelter) Kitchen Various Storage and Two (2) Small Storage Room Designated Work Conference Rooms Areas Dining Room Watch Desk /Radio Training Room (46 Room Person)/ Emergency Coordination Room Dayroom Workroom Fitness Room Breakroom Public Restroom Two aspects of the final design were notably different from the expectations communicated to the design team at the start of the project. The first difference is the lack of a fourth drive - through apparatus bay, which was planned for quartering reserve apparatus. The design team proposed a maintenance /storage /training building as part of the training center, but located immediately behind the fire station. Along with housing the reserve apparatus and storing the department's operational and maintenance equipment and supplies, the building's bay space would contain multiple props for hazardous materials training. The second difference is the incorporation of the training room into the administrative space. This project component was originally considered as a stand -alone building as part of the training complex; however, this design maintains the community's ability to use the training room, without compromising the security of the administrative offices or interfering with administrative operations. Table 2: Trainina Center Comnonents Maintenance /Storage Apartment /Hotel/ Residential Training Outdoor Building Commercial Buildings Classroom Training Building 6,000 Square Feet 8,782 Square Feet 1 -Story/ 1,200 Square Covered Foot Residential Training Area Mock -up Two Apparatus Bays for Apartment Mock- 11/2-Story/ 1,800 Bench Reserve Apparatus ups Square Foot Seating Residential Mock -up Bulk Storage Areas for Commercial 2 -Story / 2,500 Square Operational and Facility Occupancy Mock- Foot Residential Maintenance Supplies ups Mock -up SCBA Compressor for Hotel Room Mock- Class A and Natural Refilling Air Cylinders ups Gas -Fired Burn Props 02 Refilling System Natural Gas -Fired Oil /Water Separation Burn Props Turnout Gear Extractor Multiple Rappelling Points Hazardous Materials Two Stairwells Training Props Restrooms for Training Sprinkler /Standpipe Center Props PROBABLE COST: The design team at WSKF has produced a "Statement of Probable Cost" that takes into account the project details as they are currently designed. Table 3 (see below) shows the costs associated with each project component; however, WSKF has advised us that some of the costs associated with construction, site development (civil enginee(ng), and landscaping are shared costs that will have to be recalculated if the scope of the project is limited to only one or two components. Additionally, some of the site development costs may be a part of the E. 116 Street North widening project; thus, there may be some cost savings (to one project or the other) in this area. The cost of the fire apparatus and ambulance for the fire station, as well as the fire and EMS equipment to stock the apparatus are not project costs identified in WSKF's Statement of Probable Cost. These costs have been added to WSKF's cost estimates (Table 3) to more accurately communicate the total cost of the project (excluding staffing). Table 3* Statement nt Prnhnhle r^t* iw zicm- in,i ... 4; -- n....,.... +.... ic. ...:...... ....a r__a_ Project Component SQ. FT. Unit $ Subtotal Fee 617. P &P Bonds 1.5% Contingency 157. Total Fire Station No. 4 12,210 225 $2,747,700 $164,862 43,688 $443,438 $3,399,688 Fire Station No 4 FFE 1140,000 $140,000 Fire Administration 8,478 200 $1,695,600 $101,736 $26,960 $273,644 $2,097,940 Fire Administration FFE 1190,000 $190,000 Training Center $4,435,647 $266,139 $70,527 $715,847 $5,488,160 Site Development $3,041,630 1182,498 148,362 $490,873 $3,763,363 Landscaping 281,765 $16,906 $4,480 45,473 $348,624 Apparatus $1,500,000 $1,500,000 Equipment 250,000 $250,000 Total 1 $14,282,342 1 $732,141 $194,017 $1,969,275 $17,177,775 PROJECT SCOPE AND TIMELINE: There are five options regarding the project scope: (1) delay construction on the entire project; (2) construct the fire station in 2017, and delay construction on the training center and fire administration; (3) construct the fire station and the training center in 2017, and delay construction on fire administration; (4) construct the fire station and fire administration in 2017, and delay construction on the training center; or (5) construct all components in 2017. The benefits of each component, whether considered independently or collectively, are experienced by the fire department staff, police department staff, public works staff, as well as the community they serve, primarily through operational efficiency or effectiveness. However, the decision about the project scope must take into account the clear fiscal challenges affixed to each of the five options. Options 1, 2, 3, and 4 contain construction delays that will ultimately result in increased construction costs, if and when the unbuilt component(s) are constructed. Representatives from WSKF advised city staff that it is preferable to award a construction contract in the first quarter of the year. This time frame yields lower construction costs, and provides the selected construction firm time to mobilize during challenging transitional weather patterns. As such, WSKF recommends determining the project scope by September, to allow their design team adequate time to develop construction documents and prepare the bid specifications prior to the end of the calendar year. FUTURE ACTION: Staff intends to bring the Fire Station No. 4 project to City Council for approval in September, 2016. The CiIx wiiiout Limits. TO: Honorable Mayor and City Council City of Owasso FROM: Bronce L. Stephenson, MPA Director of Community Development SUBJECT: Final Plat - Wheels and Thrills DATE: August 5, 2016 BACKGROUND: The Community Development Department received a request for review and approval of a final plat for Wheels and Thrills. The property is located north of the northeast corner of E 106 St N and N Garnett Road. Property is zoned CS (Commercial Shopping) and is approximately 2.81 acres in size. SUMMARY TABLE: Direction Zoning Use Land Use Jurisdiction Commercial Lots /Blocks 1 Lot on 1 Block Plan N/A North AG Undeveloped /Residential Commercial City of City of Owasso (Agriculture) Single-Family Homes Streets (public or private) Owasso South AG Undeveloped /Residential Commercial City of (Agriculture) Single-Family Homes Owasso East AG Undeveloped /Residential Commercial City of (Agriculture) Single-Family Homes Owasso West AG Undeveloped /Residential Commercial City of (Agriculture) Single-Family Homes Owasso SUBJECT PROPERTY /PROJECT DATA: Property Size 2.81 acres Current Zoning CS Commercial Shopping Proposed Use Commercial Lots /Blocks 1 Lot on 1 Block Number of Reserve Areas' N/A Within PUD? N/A Within Overlay District? N/A Water Provider City of Owasso Applicable Paybacks Storm siren fee of $35 /acre, Ranch Creek Payback of $610.33 /acre, Meadowcrest sewer payback of $867 /acre Streets (public or private) Public ANALYSIS: The final plat for Wheels and Thrills proposes one (1) lot in one (1) block. The property is located north of the northeast corner of the intersection of E 106 St N and N Garnett Rd. The plat proposes 11 foot utility easements along the northern, eastern and southern perimeters of the property as well as a 17.5 foot utility easement along the western side of the property. The easements will provide utility companies adequate access to provide and maintain service for the future use on the property. Any development that occurs on the subject property must adhere to all subdivision, zoning, and engineering requirements including but not limited to paved streets, landscaping, and sidewalks. The City of Owasso will provide Police, Fire, EMS, sanitary sewer and water services for this property. PLANNING COMMISSION The Owasso Planning Commission will consider this item at their meeting on August 8, 2016, ATTACHMENTS: Area Map Aerial Map Final Plat Wheels and Thrills 1111ti J1 N — - t. 4�5 BolleyMedicafCenter 4 R G 1 � FIRST CHURCH •A• soon, l000R v = ^�=kl'� n. rr�� --- � I - I 3rd Map d a O2016 Goo Aerial Map L,I,rEV r,C 1 - —ER PnSry .o lw.— lA A� -AL. , .On 1-11 IS E a� ________________uyaessn___. o i�13 A $I P > . v,uti noss5 ul.� nAn 3n_r =0 3 =60 Q o P1.0 Location Map � 'i I xnrav w n .u.E 1 , [Aat rrnxz 1 ,Pa.,rvr:rr 1 -------------------------- ° `Arras wsN w n'wu:u ussuwt t2 ¢ � ut luu) , O Xy rr umm IAAAAWI a <uLL �2IU1,/ ® eurr rx.ry . LLorr. 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Of SAMANT INSTABBI uulD AN ULTUN n,R" uA, I--, 5[4" xs�t, w x [ irnrtD Dv uls w m[ a+x[x m xi. x.s `xuiw NUANT, DAN, .1 CLASSIC IAP 1. srwv way exd iMSw n ALAN YPINC uN ,M "'(w5 SRD AS n¢or{ m1DM MAY o[ rq(6,f-D BAI IT I 111 .1 1 —,,1 CALATILL, UP 'I —UNAN, -ALL AD II—ALM, 'A'S PLATIALTUR I ITT ITAITAU DIIPANPAU, 1.11 M z px. n¢ orv[xs vxrnr( srCAMATI x ."D r,ttnr owlxry[,Rw[n R ANYU 1 .1. 1. .1 CLUMPANIS BE-- AN All UALLUALIBANTIC PAN, `e. z warrtv n nue nvr emxw IT n.s rnwrrts mseuuo By `x( r u ro, and l oxniso ewivµcTSIrtu n ox Avvaoo(D v,m or I' U, .1 CALATICALM, B.1 TINY ABLAUTUDS CUSTSBACTUDY AN Ill IS— STUALTU ,'AD. AD STUDA, NUMAN —,,I SATIRICAL. CA.I. SM .1 LISP INNITAUTICIN AIIATIN LYA1 AAUTB� PINIVEI ,LATIN, IN I�Isss .11 My INC .1 111 C.AUDD CLUSTALA, AN I. . IT.. AND DI I.". N,S.AAI IMANDENTAILE I SLY. '—'III DAY 11 AAYI:'11L 'A' 11 ANALI AN ..I BU A, AND, MUCA INAMINTS ALL AL . I" ANDUALL 11 AND PIMAI ITT MAY t�sssl ALI AMID PAIND ATTATI D�C INUTT rAUEACANTI IN I' 'I' AN I, AUDIT ININ AANA- .I A.A. I_' INUALUAL, .—I ANIMUS AND BE TANN 24 Nly I III I. BIT INAPT NI DPLI`AFAPIXI'..uFi Id ?016 IS MUSIS, ABLUS A. 111 Suls D, __ 1 zx awn a _l [ i u'a:x:r n x,ruo BUILD AN ANTS DAY III IYANITY MAND 'III TAT I. INAPT NI DPLI`AFAPIXI'..uFi Id ?016 IS MUSIS, ABLUS A. 111 Suls D, __ 1 zx awn a _l [ i u'a:x:r n x,ruo BUILD AN ANTS DAY III IYANITY MAND 'III TAT I. O-T City Witiout limits. TO: Honorable Mayor and City Council City of Owasso FROM: Bronce L. Stephenson, MPA Director of Community Development SUBJECT: Rezoning- OZ -16 -07 DATE: August 5, 2016 BACKGROUND: The City of Owasso received for review and consideration a rezoning application for property located near N 142 E Ave and E 93 St N. The property is 6.51 acres in size, and the applicant requests zoning be changed from AG (Agriculture) to RS -3 (Residential Single - Family). The subject property was annexed by Ordinance 844 in March 2006. SURROUNDING ZONING: Direction Zoning Use Land Use Plan `! Jurisdiction North RS -2 /AG Agriculture /Single- Residential City of Number of Reserve Areas N/A Family Homes N/A Owasso N/A RS -2 City of Owasso Applicable Paybacks Elm Creek Sewer Pay Back of $1580 per acre; Storm siren fee of 35 South (Residential Single- Family Residential City of Single-Family) Homes Owasso RS -2 East (Residential Single - Family Residential City of Single-Family) Homes Owasso RS-2 West (Residential Single - Family Residential City of Single Family) Homes Owasso SUBJECT PROPERTY /PROJECT DATA: Property Size 6.51 acres Current Zoning AG (Agriculture) Proposed Use Residential Lots/Blocks <' N/A Land Use Plan Residential Number of Reserve Areas N/A Within PUD? N/A Within Overlay District? N/A Water Provider City of Owasso Applicable Paybacks Elm Creek Sewer Pay Back of $1580 per acre; Storm siren fee of 35 Streets (public or private) N/A ANALYSIS: The applicant is requesting RS -3 (Residential Single - Family) zoning be applied to the property. The GrOwasso 2030 Land Use Master Plan calls for future residential uses in this location, so applying RS -3 zoning to the property is appropriate. The legal description provided with the rezoning application for this property includes a small strip of land that runs east and connects to N 145th E Ave, which serves as a private driveway to properties in the area. When the property is platted, staff will evaluate the need for this strip as a future public road connection. Any development that occurs on the subject property must adhere to all subdivision, zoning, and engineering requirements including but not limited to paved streets, landscaping, and sidewalks. The City of Owasso will provide Police, Fire, EMS, sanitary sewer and water services to the property. PLANNING COMMISSION: The Owasso Planning Commission will consider this item at their meeting on August 8, 2016 ATTACHMENTS: Area Map Aerial Map Zoning Map Land Use Plan Proposed Draft Ordinance q Rezoning - Tyann Development I _ _ I — I I I I I 1 1 I , I - --East 96th St North p L_ III!I ' ,:jam Z -- I _. F ORtll CtN tr of of PIS, F 99th Ft Nu f: Not` a• 3 u F I,, mot: s�.' 2 I Rezoning - Tyann Development Agriculture Agriculture Riesldential Estate R'e s is Rezoning - Tyann Development dential Estate 0 96th St ily Medium Deitsi J A Cn M d N st I Single Family High'Densrty I- eapt+s 'nLOffi•ce Medium — Residential S Family High Dens[ Subject Property • M 'I ORI C-_-J f r -1 s r L� LEGEND Land Ufa Ca'sDDr^ ® rv. ::.:- ten:. >... 1 a.: r.•r ,r n;urp t((twrb .M.. nafi 14v }- e((0.'eL Imp G.4yr,f �:ura. • SIVTA4ll itfN: .L - :.,•roi.p..«,trt,..) ® Lr�f4Qv' fOe(•R Cs —N'w DT«< t ^. Vt.•AsN -L rnv} CITY OF OWASSO, OKLAHOMA ORDINANCE _ AN ORDINANCE APPROVING ZONING APPLICATION NUMBER OZ -16 -07 CHANGING THE ZONING OF PROPERTY LOCATED IN THE EAST HALF OF THE NORTHEAST QUARTER (E /2 NE /4) OF SECTION TWENTY -ONE (21), TOWNSHIP TWENTY -ONE (21) NORTH, RANGE FOURTEEN (14) EAST OF THE INDIAN BASE AND MERIDIAN, TULSA COUNTY, STATE OF OKLAHOMA, ACCORDING TO THE U.S. GOVERNMENT SURVEY, PROVIDED THAT FROM AND AFTER THE PASSAGE AND PUBLICATION OF THIS ORDINANCE THE PROPERTY DESCRIBED HEREIN SHALL BE REZONED TO RS -3, AND REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT HEREWITH. WHEREAS, public hearings have been held regarding the request for rezoning of the property herein described, and WHEREAS, the Owasso City Council has considered the recommendation of the Owasso Planning Commission and all statements for or against the rezoning of the property referenced in OZ- 16 -07. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT TO WIT: East Half of the Northeast Quarter (E /2 NE /4) of Section Twenty -one (21), Township Twenty -one (21) North, Range Fourteen (14) East of the Indian Base and Meridian, Tulsa County, State of Oklahoma, according to the U.S. Government Survey thereof, described as follows: Commencing at the Southeast corner of the NE /4 NE /4 of said Section; Thence N 89 °55'02" W along the South line of said NE /4 NE /4 a distance of 30 feet to the Point of Beginning; Thence continuing N 89° 55' 02" W along the said South line a distance of 963.63 feet to the Northeast corner of the W/2 NW /4 SE /4 NE /4 of said Section; Thence S 00° 08' 23" W along the East line of said W/2 NW /4 SE /4 NE /4 a distance of 661.08 feet to the Southeast corner of said W/2 NW /4 SE /4 NE /4; Thence N 890 52' 44" W along the South line of said W/2 NW /4 SE /4 NE /4 a distance of 331.21 feet to the Southwest corner of said W/2 NW /4 SE /4 NE /4, said point also being on the West line of the E/2 NE /4 of said Section; Thence N 000 08' 04" E along said West line a distance of 711.08 feet; Thence S 89° 55' 02" E a distance of 331.17 feet; Thence South a distance of 0.23 feet; Thence S 89° 55' 02" E and parallel to South line of the NE /4 NE /4 of said Section a distance of 963.63 feet; Thence S 00° 08' 01" W a distance of 50.00 feet to the POINT OF BEGINNING and is approximately 6.51 acres in size; be, and the same is hereby zoned from AG (AGRICULTURAL) TO RS -3 (Residential Single - Family) District. Section 1. All ordinances or parts of ordinances, in conflict with this ordinance are hereby repealed to the extent of the conflict only. Section 2. 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 3. The provisions of this ordinance shall become effective thirty (30) days from the date of final passage as provided by state law. Section 4. That there be filed in the office of the County Clerk of Tulsa County, Oklahoma, a true and correct copy of this Ordinance and correct map. PASSED AND APPROVED this 16th day of August, 2016. Lyndell Dunn, Mayor Sherry Bishop, City Clerk (SEAL) APPROVED AS TO FORM: Julie Lombardi, City Attorney nT!Axw' t out Limits. TO: Honorable Mayor and City Council City of Owasso FROM: Bronce L. Stephenson, MPA Director of Community Development SUBJECT: Partial Utility Easement Closure Request - 9308 North 101 st East Avenue Lot One (1), Block Two (2), Fairways IV at Bailey Ranch DATE: August 5, 2016 BACKGROUND The City of Owasso received a request from Brian Green for the closing of a portion of a rear yard 17.5' utility easement. The location of the easement lies on Lot 1, Block 2 located at 9308 North 101st East Avenue in the Fairways IV subdivision. The home owner has indicated they desire to construct a pool in their backyard and in order to do so a portion of the rear yard utility easement needs to be closed. According to the information provided, 6.5' of the easternmost portion of the easement is requested to be closed to accommodate the pool. The overall impact to most of the utilities appears to be minimal, as most appear to be in the western half of the easement. Required notice was sent to all franchise utility companies. The City of Owasso Public Works Department was also contacted regarding the closing of the portion of the easement and indicated there should be no impacts to future utilities. No other utilities appear to be affected by the closing of this portion of the easement. No utility companies had an issue with the proposed closing of the easement. Upon Council action to close the easement, the applicant should take it to district court and file for vacation of the easement which will completely remove it from the books. TECHNICAL ADVISORY COMMITTEE: The Technical Advisory Committee reviewed the request at their July 27, 2016 meeting. No comments or concerns regarding negative impacts to utilities were expressed at the meeting. ATTACHMENTS: Area Map Aerial Map Lot Exhibits Draft Proposed Ordinance Easement Closure - Fairways IV at Bailey Ranch East 94th St North — - -- 1 �� I T � 10111 9308 N 101st E 1" = 94 ft Ave 07/28/2016 'N L \ 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. i Barley 10102 9308 Raltch Golf Club Z 1 0 10104 - \ 10113 3 i l o I w 10010 ! w 1 9306 I M I ' 1 N ! 10106 10115 e - 9307 ... Dr I 1 (D 9304 I 10108 ' 10114 10017 9305 10110'10112- 10019 9308 N 101st E 1" = 94 ft Ave 07/28/2016 'N L \ 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. Fairways IV at Bailey Ranch 9308 N 101st E 1" = 94 ft N 07/28/2016 j Ave 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. ti Lot 1 Block 2 Fa i rwaye IV at Bailey ranch , 1, 70' t . IB300 North 101st East a r, a 20 9D Avenue Street p Gartwrtgl�t sl 1p' U1E O r -f Our `./71 Fe�c \ mX tG '� b O l� W < l 3 lil 8 �a t.W 4 00 -$ u a LD w i jii 11 ll a i4 l 121.SS Gees Llm - ONG G Buried Elecirlc - - -� -- b F Urg I1.511/E - 8urlod TalepMre - ATT /B -- -Q - - -- Propaacd il' WE Elcdrlc Tralulormar o m m N q Telepbre Paticalel F Gables Pcd<atcl . somlwy Server- Oaaeao E EXH151T 2. r Lot 1 i31ock 2 Fairways IV at ba i ley Ranch 9308 North 101st East ¢ 5 zo 9D Avenue Street z Gartwrt��+t 3s2y, � 1 98,99 1 �E pi < 1m dpi Ad W II1 1 III 1 6,v Q l F4 T W OZ •� W O O ' I I c U D. O I �- l 1 1 lilt Sm 11 ® ® Farce 1 121,ae LEGEND ben Llm - ONG G 6 1¢d M.t T. --- (f} -- -- b b Eeletlrg 11.511/E Ewl¢d Tel¢phore • AITIO -- -[%- -� Proposed i' WE Eincbb T,.r., nr c NOTEe, � N TeL ^ph¢re Pedeetel ry) 'a Wn are requee fo to tln uv mg oxE WE R5' WE, onl¢ndo-g from tfw aalrli j ewth eid¢ 5' WE to Ycal¢ to tin exietley mNt elde b' WE Cabin Pndsetai � ' Sanitny'9e¢or -Oamoo ® ' CITY OF OWASSO, OKLAHOMA ORDINANCE AN ORDINANCE CLOSING TO THE PUBLIC USE A PORTION OF A UTILITY EASEMENT LOCATED ON PROPERTY KNOWN AS LOT ONE (1), BLOCK TWO (2), FAIRWAYS IV AT BAILEY RANCH, AN ADDITION TO THE CITY OF OWASSO, TULSA COUNTY, STATE OF OKLAHOMA, ACCORDING TO THE RECORDED PLAT NO. 5266. THE SUBJECT PROPERTY ADDRESS IS 9308 N 101ST E. AVE., OWASSO, OKLAHOMA WHEREAS THE CITY OF OWASSO RETAINS THE ABSOLUTE RIGHT TO REOPEN THE SAME WITHOUT EXPENSE TO THE MUNICIPALITY, AND REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT HEREWITH. WHEREAS, the City of Owasso, Oklahoma has deemed it necessary and expedient to close to the public use a portion of a certain public drainage and utility easement; and, WHEREAS, said portion of utility easement is described as follows: A tract of land that is part of Lot One (1), Block Two (2), Fairways IV at Bailey Ranch, an addition to the City of Owasso, Tulsa County, State of Oklahoma, according to the recorded plat No. 5266. The subject property address is 9308 North 101st East Avenue, Owasso, Oklahoma being more particularly described as follows. The east 6.5 feet of the eastern portion of the existing 17.5 foot rear yard utility easement extending from the existing south side 5 foot utility easement to the existing north side 10 foot utility easement. Section 1. That all ordinances or parts of ordinances in conflict with this ordinance are hereby expressly repealed. Section 2. All ordinances, or parts of ordinances, in conflict with this ordinance are hereby repealed to the extent of the conflict only. Section 3. 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 4. The provisions of this ordinance shall become effective thirty (30) days from the date of final passage as provided by state law. Section 5. That there be filed in the office of the County Clerk of Tulsa County, Oklahoma, a true and correct copy of this Ordinance. Lyndell Dunn, Mayor ATTEST: Sherry Bishop, City Clerk (SEAL) APPROVED AS TO FORM: Julie Lombardi, City Attorney 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: Zoning Code and Land Use Master Plan Updates DATE: August 5, 2016 Based on recent discussions and realizations that the Owasso Zoning Code and the GrOwasso 2030 Land Use Master Plan has some deficiencies and inconstancies, staff has worked to provide solutions to the existing issues so that future development is not affected. The issues mainly concerned the Land Use Master Plan and the uses defined as allowed in the residential category. Any Land Use Master Plan is a policy document that should be used by the Planning Commission and the City Council to make land use decisions, but the document is not codified and is not considered law. The Zoning Code and the Subdivision Regulations of the City are the codified documents that govern land use and are considered law. Any Land Use Plan is imperfect and cannot foresee all types of development, therefore, updates and variances must be made from time to time. Our Master Plan has only 5 main categories, so each must be designed with flexibility because you cannot design and plan an entire community with only 5 governing land use categories. Our Land Use Plan was kept very simple in this regard, resulting in there being many in- between type projects that fall into a bit of a gray area (ex. Condos, townhomes, garden apartments, multi- plexes, etc). These projects should not be seen as disallowed and should always be possible given the right circumstances. The vehicle that is typically utilized for infill projects that may fall a bit outside of the norm or may not match the surrounding uses is the Planned Unit Development (PUD). A PUD may be used at any time for any project, but it gives decision makers the ability to determine if a certain project is the right fit in a certain situation. A PUD allows focus to be on the project itself, not what it is named or zoned. Use of a PUD is a wonderful tool for projects that fall outside of what is defined within codes and policy documents. One good thing to establish is that the term 'Density' is not a dirty word, and in fact mixed uses and densities create truer community. Zoning should never be used to homogenize a City, with only single - family homes in large lots in one part of town and smaller lots in another. A mixture of housing types and densities in close proximity make for a truer community that is walkable, vibrant and sustainable. Think of great neighborhoods in Tulsa like Cherry Street, Swan Lake, Brookside and Utica Square. What they all have in common is a mix of residential uses and densities. A Land Use Review Committee was created including members of the Planning Commission, City Council, a member of the original Land Use Master Plan steering committee and staff: • Doug Bonebrake - City Council • Dr. Chris Kelley - City Council • Dr. Paul Loving - Planning Commission • David Vines - Planning Commission • Brant Snap - GrOwasso Land Use Master Plan Steering Committee member • Warren Lehr- City Manager • Julie Lombardi - City Attorney • Bronce Stephenson - Director of Community Development • Marsha Hensley - Assistant City Planner • Karl Fritschen - Chief Urban and Long Range Planner The committee held 2 meetings to discuss possible changes to the Land Use Plan and Zoning Code that would correct the current issues, allowing for future consideration of development. The first issue discussed was the description provided in the section tiled RESIDENTIAL on the land use map. The issue stemmed from discussion of the residential area being typically detached single - family homes, giving the impression that other types of housing and higher densities were not allowed. This was not the intention of the document, so corrections were made that allows for a mixture of housing types. The changes emphasize that a PUD should be used for non - single- family developments and the zoning code allows for up to 12 units per acre, so it was clarified in this section. Other allowable housing types were mentioned as well so it did not appear that only single - family homes are allowed, but with density still controlling development. (See attached.) The next area that was corrected was the legend of the map, where the residential category gave the impression that only single - family detached housing was allowed and that only attached housing and duplexes were allowed in the transitional category. This was a mistake made in the document, as these categories should allow for a mixture of uses and densities. The incorrect language was removed to mirror what was in past Land Use Master Plans. (See attached.) A density table was also created that will be placed on the Land Use Plan map and within the residential chapter of the Zoning Code. _ Residential Densities Zoning District Max Gross Density Residential Estate (RE) 1.8 DU /AC Residential Single Family (RS -1) 3.2 DU /AC Residential Single Family (RS -2) 4.8 DU /AC Residential Single Family (RS -3) 6.2 DU /AC Resdientiol Mobile Home (Rh4H) 7 DU /AC Residential Duplex (RD) 10.3 DU /AC Residential Neighborhood Mixed (RNX) 12 DU /AC Residential Multi - Family >i2 DU /AC A paragraph was also added that outlined the goals of the US -169 Overlay that was mistakenly not added to the document. (See attached.) The booklet that is the main body of the Land Use Master Plan was updated to reflect the changes made on the map insert to insure consistency in the document. The last changes were made to the Zoning Code itself, with the largest change being made to the Land Use category called RTH (Residential Townhome). This category was created as a sometimes higher- density category that allowed for different uses between single - family homes and true higher- density apartments. Because this category was called townhome, it created the impression that only townhomes, as defined in code, should be allowed. This was never the intention, but nonetheless it created great confusion. Staff changed the name of the category from RTH to RNX, Residential Neighborhood Mixed and provided a new definition. The densities allowed in this category (up to 12 units per acre) did not change, but the category was clarified as to what types of housing should be considered. Residential Neighborhood Mixed IRNXj: A residential zoning category that allows a mixture of neighborhood -level uses at a density no greater than 12 units per acre. This category allows for uses that fall in between typical single - family development and higher density multi - family developments such as multi -level apartment complexes. The typical allowed uses in are duplex, triplex, multi -plex, townhome, garden apartments, cottages, apartment /bungalow court, attached senior housing, condos and similar type uses. These units can be owner - occupied or rental units. These shall be reviewed as a Planned Unit Development. The last changes that were proposed were to modify the definition of townhome (which defined ownership vs. rental requirement and should not) and to add definitions for a number of housing types that were not defined. In order to take a non - biased approach to definitions, staff utilized a definitions book created by the American Planning Association. (See attached.) CITY COUNCIL: After taking this item to the July 12, 2016 Council work session, small language changes were made to the definitions for Senior Housing and Residential Neighborhood Mixed. Those changes include changing the word "elderly" to 'older" in a senior housing definition and adding the requirement that all development in the new RNX District be required to utilize a Planned Unit Development. PLANNING COMMISSION: Staff introduced this item to the Planning Commission at the June 2016 meeting and the item will be taken to the August 8, 2016 meeting for recommendation to the Council. ATTACHMENTS: Draft of Updates to GrOwasso 2030 Land Use Master Plan Draft of Updates to Zoning Code DRAFT DOCUMENT CHANGES MADE TO GROWASSO 2030 LAND USE MASTERPLAN AND OWASSSO ZONING CODE CORRECTIONS TO LAND USE TABLE Base Zoning Districts Land Use Cate ories Residential Transitional Neighborhood Mixed Use Commercial Industrial/ Regional Employment Downtown Development District Agriculture AG Allowed Allowed Allowed Allowed Allowed Residential Estate RE Allowed Residential Single Family RS -1 I Allowed Residential Sin le Family RS -2 Allowed Allowed Residential Single Family RS -3 Allowed Allowed Allowed Residential Duplex RD Possible Allowed I Allowed Allowed Residential Neighborhood Mixed RNX Possible Allowed Allowed Allowed Residential Mobile Home RMH Possible Allowed Residential Multi -Family RM ) Allowed Allowed Allowed ffice Li ht 101-1 Allowed Allowed Allowed Allowed ffice Medium OM Possible Allowed Commercial Shopping CS Allowed Allowed Allowed Commercial General CG Allowed Allowed ommercial High Intensity CH Allowed Allowed Industrial Light IL Possible Allowed Industrial Medium IM Possible Industrial Hea IH Possible Allowed - The zoning district Is appropriate within the land use district Possible - The zoning may be possible if certain conditions are met or exist. The land use plan text should be consulted for clarification Blank Cell - The zoning district is inappropriate for the land use district indicated DRAFT DOCUMENT DENSITY TABLE ADDED 4.01.03 RESIDENTIAL DISTRICTS MAX GROSS DENSITY The following table illustrates each residential zoning district in regards to the max gross density for each designation: Residentiat Densities Zoning District Max Gross Density Residential Estate (RE) 1.8 DU /AC Residential Single Family (RS -1) 3.2 DU /AC Residential Single Family (RS -2) 4.8 DU /AC Residential Single Family (RS -3) 6.2 DU /AC Residential Mobile Home (RMH) 7 DU /AC Residential Duplex (RD) 10.3 DU /AC Residential Neighborhood Mixed (RNX) 12 DU /AC Residential Multi - Family >12 DU /AC DRAFT DOCUMENT CORRECTION OF LEGEND Mf„gO.vyiq LSavay. Pr Wgewaztesm Canmuntr 0neaanem 0ewnnonl s too S ... _. ................ LEGEND Land Use Categories ,..,, Commercial F7--, 1 1 P C Planned ed TraillO Complete Street _ C Neighborhood Mixed Use (Light Office. Existing trail SF HWSVg, Apartments aaova retail) A AL F Fine Station -.ParwRecreation r rL E Exisdrp Public School - PubliUlnsmutbnaVOuasi Public r rS F Future Public Schod Residential C Civilian Airstrip Transitional 8 8 F Future Park and Ride/Transit Stop to GN Council t 0008 chw g to ® ®US -169 Overlay District © © H Hospital ""Kncid land Vfe. tut{ a" is .1 ded in 2008 tbol onv n8on rectem Q ®'Glenn•MurAddition Special District Q P Pudic Park occur t Golf Course -Nuent zoning requesh sln2 o in G ® "Dowmawn Developement District t Cemetery Crorena 2030 Plan document for ® ttt C is orco is klen8sed m a ter 0 0 0.25 0.5 1 we cammacial zoning t Wd be Miles mrrcrcid, office. and restdenfiol ores M mcti ,acnleclwe. Sgrwge mood N N n pedwinan =m.. Cvoi eronon pkmenlalon of Tied Ne inning a 9 9iarrtpY4Ybnabdpp w*nv Yrvlb prepaaAan of an ovedc, d6M.t N N'�YV ovrNryw4anaq'srctY�wb�[de. a.q.s �nvww.wmYr >+aesrbww N N E ADDITION OF US -169 OVERLAY LANGUAGE *US -169 Overlay District DRAFT DOCUMENT Adopted in 2012, the US -169 Overlay District is part of the official zoning map and zoning code of the City and acts as a supplement to the existing underlying zoning along a key economic corridor in the community. The Overlay promotes higher quality architecture and site design as well as prohibiting certain uses that would be detrimental to long term economic stability of the area. Properties covered by the Overlay are subject to certain development standards and criteria and the zoning code should be consulted for development projects within this area. DRAFT DOCUMENT DEFINTIONS Senior Housing — Independent Living: A residential complex containing multi - family dwellings designed for and principally occupied by senior citizens. No nursing care or institutional care is provided on -site. These offer minimal convenience services, but focus on attracting older residents so as to provide a social support system among the residents. Senior Housing — Nursing Home: A home or residential complex licensed for the aged or chronically or incurably ill persons in which five or more of such persons not of the immediate family are provided with food and shelter or care for compensation, but not including hospitals, clinics, or similar institutions devoted primarily to the diagnosis and treatment of the sick. Residential Neighborhood Mixed (RNX): A residential zoning category that allows a mixture of neighborhood -level uses at a density no greater than 12 units per acre. This category allows for uses that fall in between typical single - family development and higher density multi - family developments such as multi -level apartment complexes. The typical allowed uses in are duplex, triplex, multi -plex, townhome, garden apartments, cottages, apartment/bungalow court, attached senior housing, condos and similar type uses. These units can be owner- occupied or rental units. These developments shall be reviewed as a Planned Unit Development. Townhouse/Townhome: A one - family dwelling unit, with a private entrance, which is part of a structure whose dwelling units are attached horizontally in a linear arrangement, and having a totally exposed front and rear wall to be used for access, light and ventilation. Triplex: A residential structure designed exclusively for or occupied exclusively by no more than three families living independently of each other in individual units. Multi-Plex: A building containing three or more dwelling units. Included are all forms of manufactured multifamily dwelling but excluding mobile homes. Mixed -Use Development: A single building containing more than one type of land use or a single development of more than one building and use, where the different types of land uses are in close proximity, planned as a unified complementary whole, and functionally integrated to the use of shared vehicular and pedestrian access and parking area. Garden Apartment: An apartment building generally having a low - density (12 units /acre or less) of population and having substantial landscaped open space adjacent to the dwelling units. Duplex: A building containing two dwelling units, designed for occupancy by not more than two families. Included are all forms of manufactured duplex dwellings but excluding mobile homes. DRAFT DOCUMENT Cluster Housing Development: A residential development containing attached or detached units on a limited portion of land with the remaining land areas consolidated into common open space areas. Condo: A multiple dwelling development containing individually -owned dwelling units and jointly owned and shared areas and facilities. T out Limifs. TO: The Honorable Mayor and City Council City of Owasso FROM: Linda Jones, Finance Director SUBJECT: Proposed Utility Rate Increases DATE: August 5, 2016 BACKGROUND: As was presented to Council in May and July, in order for the City to comply with both City Ordinance and Oklahoma Water Resources Board loan requirements, staff proposes effective October 1, 2016, a five -year plan to increase water, sewer, refuse, and stormwater rates to eliminate the deficit budget and to recover expected cost increases. The proposed revenue increases were computed based on assumptions regarding both annual increased costs of labor and materials and also 3% annual increased costs of water purchased from the City of Tulsa. Since actual cost increases will differ from projections, the City will review and report twice a year to Council the progress towards elimination of the budget deficit and restoration of a fund balance between 10% and 15% of annual revenues. The information will be provided both in conjunction with the annual budget proposal and with the annual audit. The budget information will specifically address our progress on a cash -flow basis. The audited financial reports will further report on our progress on an accrual basis. Approval of a five -year rate structure would enable the utility operations to develop a long -term capital plan and will enable commercial and residential customers to budget for the upcoming changes. If the fund balances of the Owasso Public Works Authority and Stormwater funds fall outside of the targeted range or if additional circumstances change such as identification of critical capital projects, Council may amend the rate plan as necessary with publication of the proposed rates and at least 30 days' notice to customers. ATTACHMENTS Resolution draft Council Memo - Proposed Utility Rate Increases, dated July 8, 2016, OWASSO PUBLIC WORKS AUTHORITY RESOLUTION 2016- A RESOLUTION OF THE OWASSO PUBLIC WORKS AUTHORITY ESTABLISHING WATER AND SANITARY SEWER SERVICE RATES WITHIN AND WITHOUT THE CORPORATE LIMITS OF THE CITY OF OWASSO, , REFUSE RATES, AND METERED FIRE HYDRANT RATES AND FEES, AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, The Owasso Public Works Authority desires to establish the following rates for the provision of water service within the Owasso Corporate limits: Meter Users Inside the Corporate Limits Minimum Monthl Meter Charge for First 1,000 alions Size Effective 10 -1 -16 Effective 10 -1 -17 Effective 10 -1 -18 Effective 10 -1 -19 Effective 10 -1 -20 Effective $11.94 $12.16 $12.38 $12.60 $12.82 1 " 12.84 13.06 $13.2 8 $13.50 $13.72 Minimum 14.84 $15.06 $15.28 $15.50 $15.72 2" $15.84 $16.06 $16.28 $16.50 $16.72 3" $30.84 $31.06 $31.28 $31.50 $31.72 4" $35. 84 36.06 136.28 136.50 $36.72 6" $50.84 $51.06 $51.28 $51.50 $51.72 Hydrant $75.00 $75.00 $75.00 $75.00 $75.00 WHEREAS, The Owasso Public Works Authority desires to establish water meter and usage rates for users outside the Owasso Corporate Limits at 120% the rate charged to users inside the Corporate Limits: WHEREAS, The Owasso Public Works Authority desires to establish the following rates for the provision of sewer service: Users Inside the Usage Tier Rates Per Corporate Limits 1,000 Gallons Effective Effective Effective Effective Effective 10 -1 -16 10.1 -17 10 -1 -18 10 -1 -19 10 -1 -20 Minimum Minimum Minimum Minimum First 1,000 gallons Meter Meter Meter Meter Minimum Charge Charge Charge Charge Meter Char e 2,000 gallons $5.90 $6.34 $6.78 $7.22 $7.66 3,000 - 5,000 gallons $5.95 $6.39 $6.83 $7.27 $7.71 6,000 - 10,000 gallons $6.00 $6.44 $6.88 $7.32 $7.76 11,000- 20,OOOgallons $6.04 $6.48 $6.92 $7.36 $7.80 21,000 gallons or more $6.09 $6.53 $6.97 $7.41 $7.85 WHEREAS, The Owasso Public Works Authority desires to establish water meter and usage rates for users outside the Owasso Corporate Limits at 120% the rate charged to users inside the Corporate Limits: WHEREAS, The Owasso Public Works Authority desires to establish the following rates for the provision of sewer service: Month) Sewer Fee For Users Inside the Cor orate Limits Effective Date Base Fee Volume Rate Per 1,000 Gallons 10 -1 -16 $7.84 $3.41 10 -1 -17 $8.24 $3.58 10 -1 -18 $8.65 13.76 10 -1 -19 $9.08 $3.95 10 -1 -20 $9.53 $4.98 Monthly Sewer Fee For Users Outside the Cor orate Limits Effective Date Base Fee Volume Rate Per 1,000 Gallons 10 -1 -16 8.22 3.58 10 -1 -17 $9.04 $3.93 10 -1 -18 19.94 $4.33 10 -1 -19 110.94 $4.76 10 -1 -20 $11.44 $4.98 WHEREAS, The Owasso Public Works Authority desires to establish the following rates for the provision of refuse service: Monthly Refuse Fee Effective Date Per Cart Residential Per Cart Multi - Family Commercial Per Cart 10 -1 -16 114.95 $14.95 $3.41 10 -1 -17 115.45 $15.45 $3.58 10 -1 -18 $15.95 $15.95 13.76 10 -1 -19 $16.45 $16.45 13.95 10 -1 -20 $16.95 $16.95 $4.15 WHEREAS, The Owasso Public Works Authority desires to establish the following rates, fees and stipulations for metered fire hydrant water usage: • Deposit per meter of $750.00 • Minimum Meter Charge of $75.00 • Non - refundable service initiation fee of $10.00 • Water usage rate based on aforementioned tiered rate system • Penalty for failure to report meter readings by the tenth (101h) day of each month of $25.00 NOW, THEREFORE, BE IT RESOLVED BY THE TRUSTEES OF THE OWASSO PUBLIC WORKS AUTHORITY, THAT: Section One: From and after the effective date of this Resolution (as hereinafter set forth), the charge by the Authority for water service, sewer service, and metered fire hydrant usage shall be adjusted in accordance with the above- referenced recital paragraphs in accordance with authority established by Part 17, Chapter 1 of the City of Owasso, Code of Ordinances. Section Two: The water rates, sewer rates, and metered fire hydrant rates and fees established pursuant to the Resolution shall become effective with the first utility billing cycle in October, 2016. PASSED, ADOPTED AND APPROVED THIS DAY OF 2016. OWASSO PUBLIC WORK AUTHORITY Lyndell Dunn, Chair ATTEST: Sherry Bishop, Authority Secretary APPROVED AS TO FORM: Julie Lombardi, Authority Attorney nTitqyw! out Limits. TO: The Honorable Mayor and City Council City of Owasso FROM: Linda Jones, Finance Director SUBJECT: Proposed Utility Rate Increases DATE: July 8, 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. 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. In developing a recommendation, information was gathered from surrounding cities. See the attached document labeled "Comparison of Utility Rates." Owasso's proposed rates fall in the middle in comparison to neighboring cities. As was communicated to Council in May, increased revenues from the proposed 2016 rate increase were incorporated into the FY17 Budget. The FY17 proposed rate increases are outlined below. For details of the entire five -year proposal, see the attached document labeled "Utility Rate Proposal." OWASSO PUBLIC WORKS AUTHORITY 147_ \Igct 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. The additional revenue built into the FY17 Budget due to the proposed rate increase was $194,400. 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. The additional revenue built into the FY17 Budget due to the proposed rate increase was $160,000. 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. The additional revenue built into the FY17 Budget due to the proposed rate increase was $100,500. STORMWATER FUND Increase monthly stormwater rates by 50 cents per month each October 1 for residential and by 75 cents per ESU per month each October 1 for commercial. The additional revenue built into the FYI Budget due to the proposed rate increase was $111,800, Note that the $454,900 increase in revenues in the OPWA fund does not balance the budget in the first year but over a three -year period. The five -year plan is also designed to address anticipated cost increases such as renovation of the Wastewater Treatment Plant. See the attached document entitled "Past and Future Utility Cost Increases." ATTACHMENTS: Comparison of Utility Rates Utility Rate Proposal Past and Future Utility Cost Increases CITY OF OWASSO COMPARISON OF UTILITY RATES O:\ALt CITY\CouncilMeeting0ocs \2016.08 AUgurt \08.09 \FINAL \OPWA ub rates \OPWA 07.08 attachment Utility Rates Comparison Owasso Owasso Proposed Broken Rogers Washington 10.1.15 10.1.16 Bixby Arrow Collinsville Jenks Sand Springs RWD3 To(,. RWD3 Effective Date 10/1/2015 Current Current 11/1/2015 5/1/2016 5/1/2016 10/1/2015 4/1512015 Water Rates- Inside City Base for 3/4" Meter 11.94 1194 14.72 7.70 11.17 13.29 10.87 18.50 5.51 18.00 0 -1,000 gallons - - - 4.00 4.15 - - 3.25 3.64 3.40 1,001 -2,000 5.46 5.90 6.97 4.00 4.15 5.41 5.62 3.25 3.64 3.40 2,001 -3,000 5151 5.95 6.97 4.00 4.15 SAS 5.62 3.25 3.64 3.40 3,001 -4,000 5.51 5.95 6.97 4.00 4.15 5161 5.62 3.25 3.64 3.40 4,001.5,000 5.51 5.95 6.97 4.00 4.15 5.90 5.62 125 3.64 3.40 5,001 -6,000 5.56 6.00 6.97 4.00 4,35 6.25 5.62 4.25 3.64 3.40 6,001 -7,000 5.56 6100 6.97 4.00 4.15 6.25 5.62 415 364 3.40 Total monthly water cost for average residential at 2,000 gallons 45.05 47.69 56.54 35.70 40.22 48.17 44.59 43.25 30.98 41.80 7.3% 5.9% Water Rates -- Outside City 9,00 Base for 3/4 "Meter 14.33 14.33 24.85 8.55 11.17 13.29 23.34 7.82 0 -1,000 gallons 6.92 4.66 8.30 - - 5.23 1,001-2,000 6.55 7.08 6.97 4.66 830 5.41 - 5.23 2,001 -3,000 6.61 7.14 6.97 4.66 8.30 5.46 - 5.23 3,001 -4,000 6.61 7.14 6.97 4.66 8.30 5.61 11.23 5.23 4,001 -5,000 6,61 7.14 6.97 4.66 8.30 5190 11.23 5,23 5,001 -6,000 6.67 7.20 6.97 4.66 8.30 6.25 11.23 5.23 6,0017,000 6.6) 7.20 6.9> 4.6fi 8.30 6.25 11.23 5.23 Total monthly water cost for average residential at 2,000 gallons 5405 57.23 82.64 41.17 69.27 48.17 68.26 44.45 7.4% 5.9% Sewer Rates - R,Id.ntW Base 7.47 7.84 9.35 7.50 8.59 5.73 11.03 N/A 0 -1,000 gallons 3.25 3.41 3.95 2.67 2.79 1.86 - 6.15 1,001 -2,000 3.25 .3.41 3.95 2.67 2.79 2.03 5.79 6.15 2,001.3,000 315 3.41 3.95 2.62 279 2.18 579 6.15 3,001 -0,000 3.25 3.41 3.95 2.67 279 2.18 5,79 6.15 4,0015,000 3.25 3.41 3.95 2.67 2.29 2.18 5.79 6.15 Total sewer for average residential at 5,000 gallons 23.72 24.91 29.10 20.85 22.54 16.16 34.19 30,75 9.2% 50% Sewer Rates - Commercial Base 7.47 7,84 935 7.50 8.59 5.73 11,03 N/A 0 -1,000 gallons 3.25 141 4.15 2.91 2.79 1.86 - 6.15 1,001.2,000 3.25 3.41 AAA 2.91 2.29 2.03 5.42 6.15 2,001 -3,000 3.25 3A1 4.15 2.91 2.79 2.18 5.42 6.15 3,001.4,000 125 3.41 4.15 2.91 2.79 2.18 5.42 6.15 4,001 -5,000 3.25 3.41 4.15 2.91 2.79 2.10 5.42 6.15 Total sewer for average residential at 5,000 gallons 23.72 24.91 30.1 22.05 2234 16.16 32.71 30.75 9.2% 5.0% Sewer Rates Outside City- Residential Base 7.47 8.22 8.10 8.59 5.73 22.07 N/A 0 -1,000 gallons 3.25 3.58 3.16 5.58 1.86 - 6.15 1,001 -2,000 3.25 3.58 3.16 5.58 2.03 - 6.15 2,001 -3,000 3.25 3.58 3.16 5.58 2.18 - 6.15 3,0014,000 3.25 3.58 3.16 5.58 2.18 11.59 6.15 4,001.5,000 3.25 3.58 3.16 5.58 2.18 11.59 6.15 Total sewer for avenge residential at 5,000 gallant 23.22 26.09 23.90 36.49 16.16 45.25 30.75 9.2% 10.0% Sewer Rates Outside City - Commercial Base 7.47 8,22 9.10 8.59 533 22.06 N/A 0 -5,900 Sellers 3.25 3.58 3.32 5.58 1.86 - 6.15 1,001 -2,000 3.25 3.58 332 5.58 2.03 - 6.15 2,001.3,000 3.25 3.58 3.32 5.58 2.18 - 6115 3,0014,000 3125 3.58 3.32 5.58 2.18 11.59 6.15 4,001 -5,000 3.25 3.58 3.32 5.58 2.18 11.59 6.15 Tote l sewer for average residential at 5,000 gallons 23.72 26.09 24.70 36.49 16.16 45.24 30.75 9.2C ID.0% Administrative Fee N/A N/A N/A 7.50 N/A N/A N/A Stormwater Rates Residential per month) 3.00 3.50 4.00 501 2100 2.O0 5.30 RAS Commre,Al(,or month) 2.50 3125 400 5.01 /unit 3.00 2.00 5.30 6.45 Industrial (per month) 2.50 3.25 4.00 5.01 /unit 4.00 2.00 5.30 6,45 Refuse Rates Residential (per cart) 13.95 14.95 14.00 15.50 13.95 12.60 18.83 15.42 Second 1,cart Multi-family (per cart) 13.95 14.95 15.50 N/A N/A N/A N/A Commercial (,a, cart) 15,95 16.95 N/A 21.60 N/A 17.51 Varies Inside City Residential total $ 85.72 $ 91.05 $ 103.64 $ 77.06 $ 28.71 $ 78.93 $ 102.91 $ 83.60 Increase percent 6.3% 6.2% Increase per month $ 5.08 $ 5.33 O:\ALt CITY\CouncilMeeting0ocs \2016.08 AUgurt \08.09 \FINAL \OPWA ub rates \OPWA 07.08 attachment Utility Rates Comparison Effective Date Water Rates - inside Citv Base for 3/4" Meter 0.1,000 gallons 1,001 -2,000 2,0013,000 3,001.4,000 4,001 -5,000 5,001.5,000 6,001 -7,000 Total monthly water cost for average residential at 7,000 gulmos Water Rates - Outside City Base for 3/4" Meter 0.1,000 gallons 1,001 -2,OOD 2,001.3,000 3,0014,000 4,001 -5,000 5,001 -6,000 6,001 -7,000 Total monthly water cost for average residential at 7,000 gallons Sewer Rates - Residential Base 0 -1,000 gallons 1,001.2,000 2,001 -3,000 3,001 -4,000 4,001 -5,000 Total sewer for average residential at 5,000 gallons Sewer Rates - Commercial Base 0 -1,000 gallons 1,001 -2,000 2,001.3,000 3,0014,000 4,001 -5,000 Total sewer for average residential at 5,000 gallons Sewer Rates Outside City - Residential Base 0 -1,000 gallons 1,001 -2,000 21001 -31000 3,001 -4,000 4,001 -5,000 Total sewer for average residential at 5,000 gallons Sewer Rates Outside city- Commercial Base 0 -1,000 gallons 11001 -21000 2,001 -3,000 3,0014,000 4,001 -5,000 Total sewer for average residential at 5,000 gallons Administrative Fee Stormwater Rates Residential (per month) Commercial (per month) Industrial lot, month) Refuse Rates Residential (Per cart) Second polycart Multi - family (per cart) commercial (per cart) Inside City Residential total Increase percent Increase per month CITY OF OWASSO UTILITY RATE PROPOSAL Owasso Owasso OwasSe Owasso OwM50 Owasso Proposed Proposed Proposed Proposed Proposed 10 -1 -15 10 -146 10 -1 -17 10.1.18 10 -1 -19 10 -1 -20 1134 11.94 12.16 12.38 12.60 12.82 5.46 5.90 6.34 6.78 7.22 7.66 5.51 5.95 639 6.83 7.27 7.71 5151 5.95 6.39 6.83 7.27 7.71 S.SS 5.95 6.39 6.83 7.27 7.71 5.56 6.00 6.44 6.88 7.32 7.76 5.56 6.00 6.44 6.88 7.32 7.76 45.05 47.69 50.55 53.41 56.27 $9.13 7.3% 5.9% 6.0% 5.7% 5.4% 5.1% 14,33 14.33 14.59 14.86 15.12 15.38 6.55 7.08 7.61 8.14 8.66 9.19 6.61 7.14 7.67 8.20 8.72 9.25 6.61 7.14 7.67 6.20 8.72 9.25 6.61 7.14 7.67 8.20 8.72 9.25 6.67 7.20 7.73 8.26 8,78 9.31 6.67 7.20 7.73 8.26 8.79 9.32 54.05 57.23 60.66 64.10 67.53 70.96 7.4% 5.9% 6.0% 5.7% 5.4% 5.1% 7.47 7.84 8.24 8.65 9.08 9.53 3.25 3.41 3.58 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 23.72 24.91 26.15 27.46 28.83 30.27 9.2% 5.0% 5.0% 5.0% 5.0% 5.0% 7.47 7.84 8.24 8.65 9.08 9.53 3.25 3.41 3158 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 3.25 3.41 158 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 3.25 3.41 3.58 3.76 3.95 4.15 23.72 24.91 26.15 27.46 28.83 30.27 9.2% SD/. 5.0% 5.034 510% 5.0% 7.47 8.22 9.04 9.94 10.94 11,44 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 23.72 26.09 2830 31.57 34.73 36.33 9.2% 10.0?4 10.0% 10.Pb 10.0% 4.6% 7.47 8.22 9.04 9.94 10.94 11.44 3.25 3.S8 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 3.25 3.58 3.93 4.33 4.76 4.98 23.72 26.09 28.70 31.57 34.73 3633 9.2% 10.0% 10.0% 1010% 10.0% 4.6% N/A N/A N/A N/A N/A N/A 3.00 3.50 4.00 450 5.00 5.50 2.50 3.25 4.00 4.75 5.50 6.25 2.50 3.25 4.00 4.75 5.50 6.25 13.95 14.95 15.45 15.95 16.45 16.95 13.95 14.95 15.45 15.95 16.45 16.95 15.95 16.95 17.45 17.95 18.45 18.95 $ 85.72 5 91.05 $ 96.15 $ 101.32 $ 106.55 $ 111.85 6.3% 6.2% 5.6% 5.4% 5.2% 5.0% 5 5.08 $ 5.33 5 5.11 $ 5.17 $ 5,23 $ 5.30 0:\ALL CITY\ COUndlMeetingDocs \2016.08AUgust \08.09\FINAL \OPWA ubrates \OPWA 07.08 attachment Utility Rates Comparison PAST AND FUTURE UTILITY COST INCREASES Past OPWA Utility Cost Increases Material Cost Increases: ✓ Since 2005, water and wastewater materials have increased annually by approximately 12 %. The main reason is due to energy demands to produce PVC materials such as 6" PVC pipe which has increased in cost from $1 per linear foot to $6. Furthermore, plastic meter cans have increased from $32 to $48 per can over the last 6 years. ✓ In February 2014, Senate Bill 3874 was passed which eliminated any use of lead material in any of the brass materials used in a public or private potable water system. As a result, material made out of brass such as water meters, setters, corp stops, tapping saddles and fire hydrants increased in cost by 40 %. For example, a fire hydrant assembly cost was $1,500 six years ago. Today, the total cost for the same material is $2,600. Another example, a simple 2" isolation valve cost $190 in 2010. The cost now is $265. Infrastructure Improvements Completed: ✓ In 2005, Wastewater Masterplan was updated and adopted by City Council. Within the plan, infrastructure improvements were recommended for the W WTP, Ranch Creek Interceptor, Santa Fe Lift Station and Force Main, North 1 17th E Ave Pump Station and Meadowcrest Relief Line by 2015. Such improvements have been completed with a cost of over $20 million. OPWA Future Needs Infrastructure Improvements: ✓ Based on current loading and Wastewater Masterplan recommendations, W WTP needs additional upgrades by 2020. Estimated cost for the next phase of construction is $10 million. ✓ Per masterplan recommendations, the collection system within several subdivisions is in need of replacement due to age, condition and capacity restriction. Over the next 10 years, OPWA needs to reinvest approximately $23 million. ✓ Per the 2016 Water Distribution Model, the water distribution system needs upgrades in several different locations in order to continue to provide adequate water pressure, volume and water quality. Over the next 10 years, OPWA needs to reinvest approximately $2.5 million. Equipment Needs: ✓ OPWA funds equipment for the following divisions: Water Distribution, Wastewater Collection, Wastewater Treatment Plan, Recycle Center, Refuse, Maintenance and Wastewater Treatment Plant. Over the next 5- years, staff projects approximately $2.5 million in equipment cost in order to continue to provide quality service to the citizens of Owasso. Such equipment includes: backhoes, trackhoes, service vehicles, refuse trucks and dump trucks etc. Personnel Needs: ✓ Over the next 5- years, OPWA proposes to increase staff by 4 employees. • Recycle Center- 1 New Full -Time Employee • Wastewater Collection - 1 New -Full Time Employee • Maintenance - 1 New Full -Time Employee • Water Distribution - 1 New Full -Time Employee Total annual cost for the 4 -new employees would be approximately $172,000. Current and Future Stormwater Needs Infrastructure Improvements: ✓ FY 2016 Stormwater Fund generated approximately $710,000. Currently, the revenue assists with stormwater operations, equipment, personnel and small stormwater infrastructure improvements. • Annual Average Operating Cost: $585,000 (cost excludes projects) ✓ Currently, stormwater projects that cost more than approximately $300,000 typically are funded through the CIP fund due to the amount of revenue generated from the stormwater fee. Below are some examples: • Brookfield Crossing • Sports Park Regional Detention Facility • Lakeridge /Central Park Channel Improvements • Rayola Detention /Trib. 5A Improvements ✓ Per the 2005 Stormwater Masterplan, the remaining projects in need of repair total approximately $20 million. Equipment Needs: ✓ Over the next 5 years, staff projects approximately $185,000 in equipment cost in order to continue to provide quality service to the citizens of Owasso. Personnel Needs: ✓ Over the next 5 years, Stormwater Division proposes to increase staff by 2 employees. Annual estimated cost is $80,000. n—Tity Wit out Limits. TO: The OPGA Chairman and Trustees City of Owasso FROM: Chris Cook Bailey Ranch Golf Club - Golf Course Superintendent SUBJECT: Recommendation for OPGA Utility Cart Lease to Purchase Agreement DATE: August 5, 2016 BACKGROUND: Last year, the Bailey Ranch Grounds Department assessed its utility cart fleet to determine its safety, reliability, and productivity. Based on this assessment, it was determined that the carts in the current fleet can no longer be relied upon by the Grounds Department to meet their needs. The results of the audit showed that, of the nine vehicles being considered for replacement, only four of the carts are operable and all the carts need significant brake and suspension work. Our equipment manager, Dan Welborn, priced out the parts needed to make the repairs and total repair cost was estimated at over $21,000 to make the fleet safe and operable again. Several of the carts have engines that have become obsolete and parts have become very difficult, if not impossible, to locate. The Grounds Department current fleet includes carts ranging in age from 11 -19 years old. This age is about twice the industry standard of 5 -8 years. Utility carts are used by the staff 8 -10 hours a day, seven days a week, throughout the growing season to tow equipment, carry tools and supplies. The constant use and harsh working conditions lower the life expectancy of this type of equipment. As our fleet has aged, repair costs and down -time have gone up considerably. VEHICLE DESCRIPTIONS: Staff proposes to purchase eight new Cushman 72v Hauler vehicles. Each cart is equipped with an electric drivetrain. This will allow the staff to increase productivity around the golf course without disrupting the members and guests at Bailey Ranch. An electric cart fleet will also significantly reduce unleaded fuel consumption, by almost 2,000 gallons per year, thereby reducing our annual fuel expense. The utility carts will be purchased at Oklahoma State Contract pricing in the amount of $8,876.13 per cart. LEASE TO PURCHASE CONTRACT: EZGO Textron submitted a proposal with 60 monthly payments of $1,160.00. The proposal also includes a total of $71,009.04 for utility carts, less $4,500.00 trade -in value for old equipment, , plus interest of $7,090.96 (3.85%) and a balloon payment of $4,000.00 for a total of $73,600.00. FUNDING: Funding for monthly lease payments of $1,160.00 is available, in the OPGA FY2016 -17 budget. RECOMMENDATION: Staff recommends approval of a lease to purchase contract with EZGO Textron for eight (8) Cushman utility vehicles with 60 monthly payments for a grand total of $73,600.00. ATTACHMENTS: Bid Proposal Submittal- EZGO Textron Amortization Schedule PROPOSAL FOR: SW194 Bailey Ranch GC — City of Owasso A Textron Company CITY MODEL YEAR TERMS PER CAR Per Monthly /Yearly Month EXTENDED PRICE 8 Cushman Hauler Pro 72v 2017 60 Month $500 Balloon Municipal Financing $145.00 I 1160.00 I $13,920.00 Yearly LEASE PROGRAM DETAILS: Payment Schedule: Municipal Financing Payment Months: 12 Months Delivery Month: Within 60 days from First Pay: Month Following Delivery order date FLEET ACCESSORIES: BODY: Forest, Ivory, Patriot Blue, Bright White, Flame Red, Black Grey or Tan Seat Comfort Grip Steering wheel with scorecard holder On Board Charger with charging cord Trojan T875 Batteries with Hydrolink Auto Fill System State Of Charger Meter in Dash 12v Outlet in Dash Quiet Poly Bed and Brush Guard Black Sun Canopy Fold Down Clear Windshield Freight Set up 'Any change in the accessory list must be received at least 45 days prior to delivery. TRADE INFORMATION: Manufacturer Quantity Year Model Accessories EZGO 2 1996/1998 Workhorse N/A EZGO 3 2005 ST350 G Top EZGO 1 2005 ST400 G Top Toro 2 2002 Workman Top Club Car 1 2000 Turf 2 Top PURCHASE PROGRAM DETAILS: Trade Value Per Car: Average = $500 each (5 do not run) Trade Value to Net Down Lease Payment: $4,500 SPECIAL CONSIDERATIONS: Total Trade Value: $4,500 Trade Value Returned as Cash: N/A E -Z -GO will provide factory- direct, certified, local service technicians to handle all warranty repairs and service visits. All pricing options are reflected in NET numbers using existing used running and non running vehicles. LED Mounted Work Lights may be added at an additional $200 each installed. Gross Selling Price is $8,876.13 / Net Selling Price after trades $8,313.63. Municipal Financing Rate of 3.85% is used through TCF equipment financing. E -Z -GO at its discretion reserves the right to offer an early roll option. In order to receive an early roll option, Bailey Ranch GC — City of Owasso must enter into a new lease purchase agreement with E -Z -GO and the existing account must be current and credit approved. Prices quoted are those in effect at the time the quote is made and are guaranteed subject to acceptance within 45 days. All lease cars and trades must be in running condition and a fleet inspection will be done prior to pick up. All PROPOSAL FOR: SW194 0 Bailey Ranch GC — City of Owasso IN A Textron Company electric cars must have a working charger. All pricing and trade values are contingent upon management approval. Applicable state taxes, local taxes and insurance are not included. Payment Schedule(s) does not include any finance, documentation or initiation fees that may be required with payment Bailey Golf Ranch GC — City of Owasso E -Z -GO, A Division of Textron, Inc. Accepted By: Accepted By: Luke Benedict Title: Title: Territory Fleet and Utility Sales Manager Date: 8/1/2016 Bailey Golf Ranch (8) Hauler Pro Muni Lease Compound Period: Monthly Nominal Annual Rate: 3.850% CASH FLOW DATA Event Date Amount Number Period End Date 1 Loan 8/15/2016 8,313.63 1 2 Payment 9/15/2016 145.00 60 Monthly 8/15/2021 3 Payment 9/15/2021 500.00 1 AMORTIZATION SCHEDULE - Normal Amortization 8/1/2016 2:09 PM Page 1 Date Payment Interest Principal Balance Loan 8/15/2016 8,313.63 1 9/15/2016 145.00 26.67 11833 8,195.30 2 10/15/2016 145.00 26.29 118.71 8,076.59 3 11/15/2016 145.00 25.91 119.09 7,957.50 4 12/15/2016 145.00 25.53 119.47 7,838.03 2016 Totals 580.00 104.40 475.60 5 1/15/2017 145.00 25.15 119.85 7,718.18 6 2/15/2017 145.00 24.76 120.24 7,597.94 7 3/15/2017 145.00 24.38 120.62 7,477.32 8 4/15/2017 145.00 23.99 121.01 7,356.31 9 5/15/2017 145.00 23.60 121.40 7,234.91 10 6/15/2017 145.00 23.21 121.79 7,113.12 11 7/15/2017 145.00 22.82 122.18 6,990.94 12 8/15/2017 145.00 22.43 122.57 6,868.37 13 9/15/2017 145.00 22.04 122.96 6,745.41 14 10/15/2017 145.00 21.64 123.36 6,622.05 15 11/15/2017 145.00 21.25 123.75 6,498.30 16 12/15/2017 145.00 20.85 124.15 6,374.15 2017 Totals 1,740.00 276.12 1,463.88 17 1/15/2018 145.00 20.45 124.55 6,249.60 18 2/15/2018 145.00 20.05 124.95 6,124.65 19 3/15/2018 145.00 19.65 125.35 5,999.30 20 4/15/2018 145.00 19.25 125.75 5,873.55 21 5/15/2018 145.00 18.84 126.16 5,747.39 22 6/15/2018 145.00 18.44 126.56 5,620.83 23 7/15/2018 145.00 18.03 126.97 5,493.86 24 8/15/2018 145.00 17.63 127.37 5,366.49 25 9/15/2018 145.00 17.22 127.78 5,238.71 26 10/15/2018 145.00 16.81 128.19 5,110.52 8/1/2016 2:09 PM Page 1 27 11/15/2018 145.00 16.40 128.60 4,981.92 28 12/15/2018 145.00 15.98 129.02 4,852.90 2018 Totals 1,740.00 218.75 1,521.25 29 1/15/2019 145.00 15.57 129.43 4,723.47 30 2/15/2019 145.00 15.15 129.85 4,593.62 31 3/15/2019 145.00 14.74 130.26 4,463.36 32 4/15/2019 145.00 14.32 130.68 4,332.68 33 5/15/2019 145.00 13.90 131.10 4,201.58 34 6/15/2019 145.00 13.48 131.52 4,070.06 35 7/15/2019 145.00 13.06 131.94 3,938.12 36 8/15/2019 145.00 12.63 132.37 3,805.75 37 9/15/2019 145.00 12.21 132.79 3,672.96 38 10/15/2019 145.00 11.78 133.22 3,539.74 39 11/15/2019 145.00 11.36 133.64 3,406.10 40 12/15/2019 145.00 10.93 134.07 3,272.03 2019 Totals 1,740.00 159.13 1,580.87 41 1/15/2020 145.00 10.50 134.50 3,137.53 42 2/15/2020 145.00 10.07 134.93 3,002.60 43 3/15/2020 145.00 9.63 135.37 2,867.23 44 4/15/2020 145.00 9.20 135.80 2,731.43 45 5/15/2020 145.00 8.76 136.24 2,595.19 46 6/15/2020 145.00 8.33 136.67 2,458.52 47 7/15/2020 145.00 7.89 137.11 2,321.41 48 8/15/2020 145.00 7.45 137.55 2,183.86 49 9/15/2020 145.00 7.01 137.99 2,045.87 50 10/15/2020 145.00 6.56 138.44 1,907.43 51 11/15/2020 145.00 6.12 138.88 1,768.55 52 12/15/2020 145.00 5.67 139.33 1,629.22 2020 Totals 1,740.00 97.19 1,642.81 53 1/15/2021 145.00 5.23 139.77 1,489.45 54 2/15/2021 145.00 4.78 140.22 1,349.23 55 3/15/2021 145.00 4.33 140.67 1,208.56 56 4/15/2021 145.00 3.88 141.12 1,067.44 57 5/15/2021 145.00 3.42 141.58 925.86 58 6/15/2021 145.00 2.97 142.03 783.83 59 7/15/2021 145.00 2.51 142.49 641.34 60 8/15/2021 145.00 2.06 142.94 498.40 61 9/15/2021 500.00 1.60 498.40 0.00 2021 Totals 1,660.00 30.78 1,629.22 Grand Totals 9,200.00 886.37 8,313.63 8/1/2016 2:09 PM Page 2