HomeMy WebLinkAbout2017.04.04_City Council AgendaPUBLIC NOTICE OF THE MEETING OF THE
OWASSO CITY COUNCIL
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Council Chambers, Old Central Building �G' /@ 70 /J
109 N Birch, Owasso, OK 74055'Ts
Regular Meeting
Tuesday, April 4, 2017 - 6:30 pm
1. Call to Order
Mayor Lyndell Dunn
2. Invocation
Father Frank Beard of Church of the Holy Cross
3. Flag Salute
4. Roll Call
5. Presentation of the Character Trait of Flexibility
Larry Langford
6. Presentation of Proclamation
Mayor Dunn
The City Council will present a proclamation declaring April 9 -15, 2017, as National Public
Safety Telecommunicators Week in the City of Owasso.
7. Consideration and appropriate action relating to a request for approval of the Consent
Agenda. (All matters listed under "Consent" are considered by the City Council to be
routine and will be enacted by one motion. Any Councilor may, however, remove an
item from the Consent Agenda by request. A motion to adopt the Consent Agenda is
non - debatable.)
• Approve minutes
• March 21, 2017, Regular Meeting
• Approve claims
• Accept a grant awarded by the Owasso Chapter of the Home Builders
Association of Greater Tulsa and approve a budget amendment in the Hotel
Tax Fund increasing the estimated revenues by $2,500 and increasing the
appropriation for expenditures in the Strong Neighborhood department by
$2,500
• Accept a grant awarded by the Verizon Foundation Volunteers Program and
approve a budget amendment in the Hotel Tax Fund increasing the
estimated revenues by $1,500 and increasing the appropriation for
expenditures in the Strong Neighborhood department by $1,500
8. Consideration and appropriate action relating to items removed from the Consent
Agenda
9. Consideration and appropriate action relating to a request for an executive session for
the purpose of discussing negotiations with the Fraternal Order of Police, Lodge No. 149,
as provided for in Title 25, O.S. § 307(B)(2)
Mayor Lyndell Dunn
Owasso City Council
April 4, 2017
Page 2
10. Consideration and appropriate action relating to Resolution 2017 -01, approving the
Policy Guide for implementation of the Owasso Redbud District Project Plan and
Increment District No. 1, City of Owasso, a sales tax and ad valorem increment district
Bronce Stephenson
Staff recommends approval of Resolution 2017 -01.
11. Consideration and appropriate action relating to Resolution 2017 -02, determining the
Sales Tax Base of Increment District No. 1 and the formula for determining the sales tax
increments generated from the Increment District
Bronce Stephenson
Staff recommends approval of Resolution 2017 -02.
12. Consideration and appropriate action relating to Resolution 2017 -03, requesting
assistance from the Tulsa County Community Development Block Grant Urban County
Program, approving the application identifying the installation of new sanitary sewer lines in
the Hale Acres subdivision as the preferred project for the 17.18 funding cycle, and
authorizing the Mayor to execute all necessary documents
Karl Fritschen
Staff recommends approval of Resolution 2017 -03.
13. Consideration and appropriate discussion relating to Ordinance 1099, closing to the
public use a utility easement on unplatted property located at 708 N Atlanta
Karl Fritschen
Staff recommends approval of Ordinance 1099.
14. Consideration and appropriate action relating to acceptance of the Owasso Dog Park
Clearing and Grubbing Project and authorization for final payment
Larry Langford
Staff recommends acceptance of the project and authorization for final payment to J.E
Dirtwurx, LLC in the amount of $31,248.38.
15. Consideration and appropriate action relating to the award of a bid for Owasso Dog Park
Improvements Phase 2
Larry Langford
Staff recommends award of the base bid and alternate #1, alternate #3 and alternate
#6 to Douglas Carter of Beggs, Oklahoma, in the amount of $248,183.09 and
authorization for the Mayor to execute the contract.
16. Consideration and appropriate action relating to a request for an executive session for
the purpose of discussing the employment and evaluation of the City Manager as
provided for in Title 25, O.S. § 307(B)(1)
Councilor Jeri Moberly
17. Consideration and appropriate action relating to a request for an executive session for
purpose of discussing confidential communications between the City Council and the
City Attorney concerning pending litigation as provided for in Title 25, O.S. § 307(B)(4)
Julie Lombardi
Owasso City Council
April 4, 2017
Page 3
18. Report from City Manager
Monthly Public Works Project Status Report
19. Report from City Attorney
20. Report from City Councilors
21. Official Notices to Council (documents for acknowledgment or information only, no
discussion or action will be taken)
Payroll Payment Report - Pay Period Ending Date 3/18/17
Health Care Self- Insurance Claims - dated as of 3/30/17
Oklahoma Department of Environmental Quality Permit No. WL000072160971
for the construction of 200 linear feet of ten inch PVC potable waterline and
all appurtenances; and Permit No. SL000072160972 for the construction of
1,275 feet of eight inch PVC sewer line and all appurtenances to serve the
Wheels and Thrills Skating Rink Facility
22. New Business (New Business is any item of business which could not have been foreseen
at the time of posting of the agenda)
23. Adjournment
Notice of Public Meeting filed in the office of the City Clerk and the Agenda posted at City Hall,
200 S Main St, at 6:00 pm on Friday, March 31, 2017.
Amy f��
Sherry Bisho , City Clerk
/ The City of Owasso, Oklahoma
WHEREAS, emergencies can occur at any time that require police, fire or
emergency medical services; and,
WHEREAS, when an emergency occurs the prompt response of police officers,
firefighters and paramedics is critical to the protection of life and preservation of
property; and
WHEREAS, the safety of our police officers and firefighters is. dependent upon
the quality and accuracyiof information obtained from citizens who.telephone the City
of Owasso emergency communications center; and
WHEREAS, Public Safety TelecorTnuni,cators are the first and most critical
contact our citizens have with emergency services. They are the single vital link for our
police officers' and firefighters by monitoring' their activities by radio, providing, them
information and ensuring their safety; and,
WHEREAS, the Owasso Emergency Services Dispatch' team members have
contributed substantially to 'the apprehension of criminals, suppression of fires and
treatment of patients; and,
WHEREAS, each dispatcher has' exhibited compassion, understanding, and
professionalism during the performance of their job in the past year.'
NOW, THEREFORE, 11 Lyndell Dunn, by virtue of the authority vested in me
as Mayor of the City of Owasso, do hereby proclaim April 9.15, 2017, to be
in the City of Owasso, and do further encourage all citizens to honor members of the
Owasso Emergency Services Dispatch team whose diligence and professionalism keep our
city and citizens safe.
IN FITNESS THEREOF, I have
hereunto set toy hand and caused the seal
of the City of Owasso to be affixed this 4 "'
day of April 2017.
Lyndell Dunn, Mayor
OWASSO CITY COUNCIL
MINUTES OF REGULAR MEETING
Tuesday, March 21, 2017
The Owasso City Council met in regular session on Tuesday, March 21, 2017, in the Council
Chambers at Old Central, 109 N Birch, Owasso, Oklahoma, per the Notice of Public Meeting and
Agenda filed in the office of the City Clerk and posted at City Hall, 200 S Main St, at 6:00 pm on
Friday, March 17, 2017.
"wer- llifTo7T.r -1
Mayor Lyndell Dunn called the meeting to order at 6:30 pm.
2. Invocation
The invocation was offered by Pastor Linzy Slayden of Friendship Baptist Church.
3. Flag Salute
Councilor Bush led the flag salute.
4. Roll Call
Present Absent
Mayor - Lyndell Dunn None
Vice-Mayor- Chris Kelley
Councilor - Doug Bonebroke
Councilor - Bill Bush
Councilor - Jeri Moberly
A quorum was declared present.
Staff:
City Manager - Warren Lehr
City Attorney - Julie Lombardi
S. Presentation of a Character Certificate to RCB Bank
Corey Burd presented a Character Certificate for Generosity to RCB Bank.
6. Consideration and appropriate action relating to a request for approval of the Consent
Agenda. (All matters listed under "Consent" are considered by the City Council to be routine
and will be enacted by one motion. Any Councilor may, however, remove an item from the
Consent Agenda by request. A motion to adopt the Consent Agenda is non - debatable.)
A. Approve minutes
• March 7, 2017, Regular Meeting
• March 14, 2017, Regular Meeting
B. Approve claims
C. Accept the donation from the Friends of the Owasso Police Department and
approve a budget amendment in the Police Department, Half -Penny Sales
Tax Fund increasing the estimated revenue and the appropriation for
expenditures by $8,000
D. Accept the infrastructure improvements including water and wastewater of
Abbott Farms Phase I
E. Accept the infrastructure improvements including sanitary sewer, stormwater
drainage, water, and concrete approaches, including sidewalk
improvements at The Cottages at Tallgrass Point
F. Accept the infrastructure improvements including streets, sanitary sewer and
stormwater drainage systems at Carrington Pointe Phase 11
Owasso City Council
March 21, 2017
Page 2
Mr. Bonebrake moved, seconded by Dr. Kelley to approve the Consent Agenda with claims
totaling $698,202.12.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
7. Consideration and appropriate action relating to items removed from the Consent Agenda
None
PUBLIC HEARING
8. The City Council will conduct a public hearing for the purpose of receiving citizen input
relating to Community Development Block Grant (CDBG) 2017
Karl Fritschen presented the item. The Mayor opened the Public Hearing for comment.
There were no comments or questions from the audience.
Consideration and appropriate action relating to Specific Use Permit SUP -17 -01 and Plat
Waiver for the Montessori Academy of Owasso located at 708 N Atlanta Street
Karl Fritschen presented the item recommending approval of Specific Use Permit SUP -17 -01
and Plat Waiver with the following conditions:
• No additional lighting shall be installed without staff approval other than what exists
on the site;
• No additional signage shall be installed. If the applicant chores to use a new sign, a
sign permit shall be obtained and approved by staff;
• No digital signage shall be used on the property;
• A minimum six -foot opaque screening fence shall be required along the north, west,
and south property lines. The screening fence already in place along the west
boundary may be used as part of the screening requirements, but in the event the
fence falls into disrepair, it shall be repaired or replaced by the applicant; and
• Landscaping shall be provided on the site as depicted on the site plan and shall be
inspected by staff prior to issuing an Occupancy Permit.
Two persons addressed the Council. After discussion, Ms. Moberly moved to approve SUP -
17-01 and Plat Waiver with the conditions and amending 'opaque screening fence" to
"wooden screening fence." The motion was seconded by Dr. Kelley.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
10. Consideration and appropriate action relating to the award of a bid for the construction of
the Owasso Sports Park Parking Lot Project
Dwayne Henderson presented the item recommending award of a bid to Ground Level, LLC
in the amount of $682,747.45 and authorization for the Mayor to execute the contract.
There were no comments from the audience. After discussion, Mr. Bonebrake moved,
seconded by Ms. Moberly to award the bid to Ground Level, LLC in the amount of
$682,747.45 and authorize the Mayor to execute the contract, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
Owasso City Council
March 21, 2017
Page
11. Consideration and appropriate action relating to the award of a bid for construction of the
Garrett Creek Relief Line Project
Dwayne Henderson presented the item recommending award of a bid to Ira Green
Construction in the amount of $1,136,156.42 and authorization for the Mayor to execute the
contract.
There were no comments from the audience. After discussion, Ms. Moberly moved,
seconded by Mr. Bush to award the bid to Ira Green Construction in the amount of
$1,136,156.42 and authorize the Mayor to execute the contract, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
12. Consideration and appropriate action relating to the award of a bid for the construction of
the Morrow Place Lift Station Project
Dwayne Henderson presented the item recommending award of a bid to Cross -Bo
Construction in the amount of $1,211,606.75 and authorization for the Mayor to execute the
contract.
There were no comments from the audience. After discussion, Mr. Bush moved, seconded
by Mr. Bonebrake to award the bid to Cross -Bo Construction in the amount of $1,211,606.75
and authorize the Mayor to execute the contract, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
13. Consideration and appropriate action relating to an agreement for engineering services for
the E 116 St North Roadway Improvements from N 129 E Avenue to US HWY 169
Dwayne Henderson presented the item recommending approval of an agreement with
Walter P. Moore and Associates, Inc. of Tulsa, Oklahoma, in the amount of $180,000 and
authorization for the Mayor to execute the agreement.
There were no comments from the audience. After discussion, Mr. Bonebrake moved,
seconded by Ms. Moberly to approve the agreement with Walter P. Moore and Associates,
Inc. of Tulsa, Oklahoma, in the amount of $180,000 and authorize the Mayor to execute the
agreement, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
14. Consideration and appropriate action relating to the award of a bid for construction of the E
76 Street North and Main Street Intersection Improvements
Roger Stevens presented the item recommending the award of a bid to Grade Line
Construction in the amount of $1,885,583.55 and authorization for the Mayor to execute the
agreement.
There were no comments from the audience. After discussion, Mr. Bonebrake moved,
seconded by Ms. Moberly to award the bid to Grade Line Construction in the amount of
$1,885,583.55 and authorize the Mayor to execute the agreement, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
Owasso City Council
March 21. 2017
Page 4
Staff further recommended approval of Change Order #1, reducing the contract amount
by $225,000.00 for a total contract amount $1,660,583.55 and increasing the Contract Time
by thirty days.
There were no comments from the audience. After discussion, Mr. Bonebrake moved,
seconded by Ms. Moberly, to approve Change Order #1 to the contract with Grade Line
Construction, LLC, reducing the contract amount by $225,000.00, and increasing the
Contract Time by thirty days, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
15. Consideration and appropriate action relating to the acceptance and final payment of the
Three Lakes Channel /Ator Heights Stormwater Drainage Improvements Project
Earl Farris presented the item recommending acceptance of the contract work and
authorization for final payment to Magnum Construction in the amount of $16,157.33.
There were no comments from the audience. After discussion, Mr. Bush moved, seconded
by Ms. Moberly to accept the project and authorize final payment, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
16. Consideration and appropriate action relating to the FY 2015 -2016 Street Rehabilitation
Program
Earl Farris presented the item recommending the addition of two street segments to the FY
2015 -2016 Street Repair Project - Contract 2 - Asphalt and authorize Lowry Construction to
include the additional work within the existing contract.
There were no comments from the audience. After discussion, Mr. Bush moved, seconded
by Dr. Kelley to add the two additional street segments to the FY 2015 -2016 Street Repair
Project - Contract 2 - Asphalt and authorize Lowry Construction to include the additional
work within the existing contract, as recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
17. Consideration and appropriate action relating to Payment of Commissioners' Award,
Commissioners' Fees, poundage and any other assessed court fees in City of Owasso v. Mary
Lynn Cook, et al.
Julie Lombardi presented the item recommending authorization for payment to the District
Court of Tulsa County of the Commissioners' Award in the amount of $252,000,
Commissioners' Fees in the amount of $5,400, and such other fees and costs that may be
necessary to take possession of the land.
There were no comments from the audience. After discussion, Mr. Bush moved, seconded
by Dr. Kelley to authorize payment to the District Court of Tulsa County of the Commissioners'
Award in the amount of $252,000, Commissioners' Fees in the amount of $5,400, and such
other fees and costs that may be necessary to take possession of the land, as
recommended.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried: 5 -0
Owasso City Council
March 21, 2017
Page 5
18. Report from City Manager
Larry Langford presented the Vision 2025 Excess Funds Project Status Report.
Warren Lehr announced the Economic Summit will be March 23, 2017, 10:00 am - 1:00 pm
and expressed appreciation to Gary Akin for the coordination of a meeting with
representatives from the Oklahoma Department of Transportation and Oklahoma Secretary
of Transportation, Gary Ridley.
19. Report from City Attorney
None
20. Report from City Councilors
Councilors acknowledged efforts of staff.
21. Official Notices to Council (documents for acknowledgment or information only, no
discussion or action will be taken)
• Payroll Payment Report - Pay Period Ending Date 3/4/17
• Health Care Self- Insurance Claims - dated as of 3/16/17
• Monthly Budget Status Report - February 2017
• DEQ Permit No. SL000072160663 for the construction of 58 linear feet of twelve
(12) inch PVC, 5,600 linear feet of fifteen (15) inch PVC, 118 linear feet of eight
(8) inch PVC, one (1) 690 -gpm lift station, 3,600 linear feet of twelve (12) inch
PVC force main, one (1) backup power generator with an automatic transfer
switch and all appurtenances to serve the City of Owasso, Tulsa County,
Oklahoma
22. New Business (New Business is any item of business which could not have been foreseen at
the time of posting of the agenda)
None
23. Adjournment
Mr. Bonebrake moved, seconded by Dr. Kelley to adjourn the meeting.
YEA: Bonebrake, Bush, Kelley, Moberly, Dunn
NAY: None
Motion carried 5 -0 and the meeting adjourned at 8:21 pm.
Lyndell Dunn, Mayor
Lisa Wilson, Minute Clerk
Claims List
4/4/2017
Budget Unit Title
Vendor Name
Payable Description
Payment Amount
MUNICIPAL COURT
JJPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
6.98
TOTAL MUNICIPAL COURT 6.98
MANAGERIAL
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
11.98
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
8.98
JPMORGAN CHASE BANK
7CTR
ADMIRAL EXP- SUPPLIES
35.08
JPMORGAN CHASE BANK
OKLA PRESS - PUBLICATION
40.00
JPMORGAN CHASE BANK
EXEC -OK MCT INSTITUTE
375.00
TOTAL MANAGERIAL 471.04
FINANCE
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
22.50
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
6.99
TOTAL FINANCE 29.49
HUMAN RESOURCES
JPMORGAN CHASE BANK
CHARACTER FIRST - CREDIT
- 861.12
JPMORGAN CHASE BANK
CHARACTER FIRST - MANUALS
104.20
JPMORGAN CHASE BANK
OFFICE DEPOT - BINDER
13.00
TOTAL HUMAN RESOURCES - 743.92
GENERAL GOVERNMENT
MAILROOM FINANCE INC
POSTAGE
1,000.00
OMECORP, LLC
POSTAGE SUPPLIES
47.80
AEP /PSO
ELECTRIC USE
2,262.34
JPMORGAN CHASE BANK
AMERICAN WASTE - RENTAL
81.32
AT &T
CONSOLIDATED PHONE BILL
630.80
GRAND GATEWAY ECO. DEV ASSC.
PELIVAN TRANSIT
5,100.00
GRAND GATEWAY EGO. DEV. ASSC.
PELIVANTRANSIT
5,100.00
CINTAS CORPORATION
CARPET CLEANING
63.80
CINTAS CORPORATION
CARPET CLEANING
63.80
RICOH USA, INC.
COPIER USE AND SUPPLIES
126.20
RICOH USA, INC.
COPIER USE AND SUPPLIES
126.20
IMPERIAL LLC
COFFEE SERVICE CITY HALL
122.40
DAVID L. WEATHERFORD
LEGAL-ROSS
306.00
TULSA COUNTY CLERK
ORDINANCE FILING FEE
21.00
TULSA COUNTY CLERK
ORDINANCE /EASEMENT FILING
129.00
BH MEDIA HOLDING GROUPS, INC
ORDINANCES 1094, 1095, 10
477.44
BH MEDIA HOLDING GROUPS, INC
PUBLIC NOTICE ORDINANCE
725.76
TULSA COUNTY ELECTION BOARD
POST ELECTION EXPENSE
4,267.04
JPMORGAN CHASE BANK
ADMIRAL EXP- SUPPLIES
89.97
JPMORGAN CHASE BANK
JADMIRAL EXP- SUPPLIES
29.99
TOTAL GENERAL GOVERNMENT 20,770.86
COMMUNITY DEVELOPMENT
JJPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES 10.68
Page 1
Claims List
4/4/2017
Budget Unit Title
Vendor Name
Payable Description
Payment Amount
COMMUNITY DEVELOPMENT.
TULSA COUNTY CLERK
CODE ENFORCEMENT FILING
52.00
TULSA COUNTY CLERK
CODE ENFORCEMENT FILING
91.00
JPMORGAN CHASE BANK
OFFICE DEPOT-SUPPLIES
6.65
TOTAL COMMUNITY DEVELOPMENT 160.33
TIF ICENTER FOR ECONOMIC DEVELOPMENT ILEGAL CONSULTING SERVICES 4,082.50
TOTAL TIF 4,082.50
ENGINEERING
JPMORGAN CHASE BANK
ADMIRAL EXP- SUPPLIES
59.98
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
5.80
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
17,71
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
17.71
UNITED STATES CELLULAR CORPORATION
PW CELL PHONES
40.35
OKLAHOMA FLOODPLAIN MANAGERS
2017 OFMA WORKSHOP
75.00
OKLAHOMA FLOODPLAIN MANAGERS
2017 OFMA WORKSHOP
75.00
TOTAL ENGINEERING 291.55
INFORMATION TECHNOLOGY AT &T 1CONSOLIDATED PHONE BILL 21.33
TOTAL INFORMATION TECHNOLOGY 21.33
SUPPORT SERVICES
AT &T
CONSOLIDATED PHONE BILL
427
JPMORGAN CHASE BANK
LOWES -TOOLS
40.93
JPMORGAN CHASE BANK
OFFICE DEPOT - RETURN
-27.17
JPMORGAN CHASE BANK
LOWES -WALL KEY SAFE
32.98
JPMORGAN CHASE BANK
ADMIRAL EXP- SUPPLIES
29.99
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
21.92
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
98.10
JPMORGAN CHASE BANK
LOWES -FLOOR CLEANER
11.96
JPMORGAN CHASE BANK
LIBERTY FLAGS -CITY FLAGS
200.30
UNIFIRST HOLDINGS LP
UNIFORM RENTAL FEES
13.27
UNIFIRST HOLDINGS LP
UNIFORM RENTAL FEES
1327
COPY WORLD BUSINESS SOLUTIONS, LLC
QTRLY MAINT FOR COPIER
115.50
JPMORGAN CHASE BANK
JOHNSTONE -BELT
14.96
JPMORGAN CHASE BANK
LOWES- WRENCH HOLDER
5.98
JPMORGAN CHASE BANK
NENA- MEMBERSHIP DUES
137.00
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
23.80
JPMORGAN CHASE BANK
COX - INTERNET SERVICES
69.95
TOTAL SUPPORT SERVICES 845.40',
CEMETERY
AEP /PSO
ELECTRIC USE
20.17
OWASSO TOP SOIL
DIRT
65.00
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
7.41
Page 2
Claims List
4/4/2017
Budget Unit Title
Vendor Name
Payable Description
PaymentAmount
CEMETERY..
WINFIELD SOLUTIONS, LLC
CHEMICALS
22910
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
7.41
SPOK, INC.
PAGER USE
8.87
TOTAL CEMETERY 337.96
POLICE COMMUNICATIONS
AT &T
CONSOLIDATED PHONE BILL
314.36
JPMORGAN CHASE BANK
OK PRESS SVC- SUPPLIES
20.00
JPMORGAN CHASE BANK
WALMART- PRISONER BOARD
4.74
JPMORGAN CHASE BANK
SO RUBBER- NOTARYIWOODS
48.90
JPMORGAN CHASE BANK
APCO- TRAINING/WOODS
439.00
JPMORGAN CHASE BANK
FACTORYOUTLET- SUPPLIES
174.80
JPMORGAN CHASE BANK
APCO - COMMUN TRAINING
30.00
JPMORGAN CHASE BANK
SAMSCLUB - SUPPLIES
30.57
LANGUAGE LINE SERVICES
TRANSLATION SERVICES
15.41
RICH & CARTMILL, INC
NOTARY BOND
30.00
AEP /PSO
ELECTRIC USE
226.37
JPMORGAN CHASE BANK
OTC BRANDS - SUPPLIES
52.44
JPMORGAN CHASE BANK
1OFFICE DEPOT - SUPPLIES
210.88
TOTAL POLICE COMMUNICATIONS 1,597.47
ANIMAL CONTROL
JPMORGAN CHASE BANK
ZOETIS -AC SUPPLIES
407.05
AEP /PSO
ELECTRIC USE
169.77
AT &T
CONSOLIDATED PHONE BILL
26.03
TOTAL ANIMAL CONTROL 602.851
EMERGENCY PREPAREDNES
AT &T
CONSOLIDATED PHONE BILL
14.74
JPMORGAN CHASE BANK
OFFICE DEPOT - CREDIT
-5.10
JPMORGAN CHASE BANK
LOWES-EOC SHELF
8.98
AEP /PSO
ELECTRIC USE
94.19
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
5.10
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
5.78
TOTAL EMERGENCY PREPAREDNESS 123.69
STORMWATER
JPMORGAN CHASE BANK
LOWES -SOD STAPLIES
39.92
JPMORGAN CHASE BANK
LOWES -SOD STAPLES
39.92
JPMORGAN CHASE BANK
LOWES -FENCE HARDWARE
56.69
JPMORGAN CHASE BANK
KUBOTA- TRACTOR REPAIR
1,996.18
JPMORGAN CHASE BANK
KUBOTA -DUST CAPS
41.56
JPMORGAN CHASE BANK
QUALITY TIRE -MOWER TUBE
30.00
JPMORGAN CHASE BANK
MAXWELL -SOD STAPLES
41.23
JPMORGAN CHASE BANK
GRAINGER -PPE
13.85
JPMORGAN CHASE BANK
ATNOOD- PUMP /HOSE
123.99
JPMORGAN CHASE BANK
JAMER HOSE -HOSE ADAPTER
15.91
Page 3
Claims List
4/4/2017
Budget Unit Title
Vendor Name
Payable Description
Payment Amount
STORMWATER...
JPMORGAN CHASE BANK
AMERICAN HOSE - NOZZLE
24.00
JPMORGAN CHASE BANK
SHERWIN WMS -RESP MASK
31.99
JPMORGAN CHASE BANK
FLEETPRIDE- REFLECTOR TAPE
103.51
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
35.10
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
65.86
FALCON AUDIO VIDEO, INC
REPLACEMENT PROJECTOR
347.50
UNIFIRST HOLDINGS LP
UNIFORM CLEANING
35.10
JPMORGAN CHASE BANK
BROWN FARMS-SOD
380.00
JPMORGAN CHASE BANK
TRANSCO -PPE
55.28
JPMORGAN CHASE BANK
OWASSO FENCE - FABRIC PATCH
5.45
JPMORGAN CHASE BANK
LOWES -FENCE REPAIR
23.75
SPOK, INC.
1PAGER USE
44.35
TOTAL STORMWATER 3,551.14
PARKS
AEP IPSO
ELECTRIC USE
1,657.46
JPMORGAN CHASE BANK
LOCKE- REPAIR PARTS
7.37
JPMORGAN CHASE BANK
CORNERSTONE - SUPPLIES
9.46
JPMORGAN CHASE BANK
CORNERSTONE - SUPPLIES
26.57
JPMORGAN CHASE BANK
CORNERSTONE -MULCH
13.32
JPMORGAN CHASE BANK
TUCKER - CLEANING SUPPLIES
75.60
AT &T
CONSOLIDATED PHONE BILL
33.87
WASHINGTON CO RURAL WATER DISTRICT
WATER SERVICE
36.68
UNIFIRST HOLDINGS LP
PARKS STAFF UNIFORMS
2196
VERDIGRIS VALLEY ELECTRIC COOP
PARKS OFFICE ELECTRICITY
55.07
ANDREA SMITH
PARKS JANITORIAL SERVICES
955.16
UNIFIRST HOLDINGS LP
PARKS STAFF UNIFORMS
23.96
ROGERS COUNTY RURAL WATER DISTRICT
PARKS WATER SERVICE
178.00
JPMORGAN CHASE BANK
HD SPLY -METER CANS
280.71
JPMORGAN CHASE BANK
LOWES-REBAR STEEL
238.55
TWIN CITIES READY MIX, INC
CONCRETE
1,065.00
JPMORGAN CHASE BANK
MURRAY WOMBLE -DOOR LOCK
258.00
JPMORGAN CHASE BANK
OREILLY -FORD BATTERY
95.24
JPMORGAN CHASE BANK
ATWOOD- REPAIR PARTS
2.19
TOTAL PARKS 5,036.17
CULTURE AND RECREATION
JPM RRGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
52.36
BH MEDIA HOLDING GROUPS, INC
BID ADVERTISEMENT PARKS C
46.74
TOTAL CULTURE AND RECREATION 99.101
COMMUNITY CENTER
AEP /PSO
ELECTRIC USE
703.621
AT &T
CONSOLIDATED PHONE BILL
40.77
JPMORGAN CHASE BANK
RED BUD -CC A/C FILTERS
92.30
JPMORGAN CHASE BANK
OFFICE DEPOT-SUPPLIES
15.48
Page 4
Claims List
4/4/2017
Budget Unit Title
Vendor Name I
Payable Description
Payment Amount
COMMUNITY CENTER... IDRAKE
SYSTEMS INC IMONTHLY
COPIER LEASE
286.48
TOTAL COMMUNITY CENTER
1,138.65
GEN COMMUNITY CTR DON
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
45.65
JPMORGAN CHASE BANK
SAMSCLUB - SUPPLIES
78.15
TOTAL GEN COMMUNITY CTR DON
123.80
HISTORICAL MUSEUM
AEP /PSO
ELECTRIC USE
71.19
AT&T
CONSOLIDATED PHONE BILL
14.74
TOTAL HISTORICAL MUSEUM
85.93
ECONOMIC DEV
JPMORGAN CHASE BANK
SW AIRLINE- AIRFARE
391.88
JPMORGAN CHASE BANK
PAYPAL -STAFF PHOTOS
150.00
TOTAL ECONOMIC DEV
541.88
39,174.2
FUND GRAND TOTAL
AMBULANCE SERVICE AMERICAN MUNICIPAL SERVICES CORP.
COLLECTION SERVICES
17.00
TOTAL AMBULANCE SERVICE
17.00
AMBULANCE
EXCELLANCE, INC
PARTS
498.19
EXCELLANCE, INC
AMBULANCE PARTS
398.73
MEDICLAIMS INC
BILLING SERVICES
9,237.33
TOTAL AMBULANCE
10,134.25
10,151.2
FUND GRAND TOTAL
E911 COMMUNICATIONS INCOG -E911
E911 ADMIN SVC FEES
-7
8,139.00
MOTOROLA SOLUTIONS, INC
IR SITE MAINT @ TOWER
2,082.91
COX COMMUNICATIONS
T -1 CIRCUITS RADIO TOWER
233.95
TOTAL E911 COMMUNICATIONS
10,455.86
10,455.8
FUND GRAND TOTAL
HOTEL TAX - ECON DEV JPMORGAN CHASE BANK
MAINSTREET DES - BANNERS
1,995.00
JPMORGAN CHASE BANK
TRAVEL EXPENSE
33.60
JPMORGAN CHASE BANK
TRAVEL EXPENSE
20.69
AEP IPSO
ELECTRIC USE
20.17
JPMORGAN CHASE BANK
LODGING EXPENSE
540.84
JPMORGAN CHASE BANK
TRAVEL EXPENSE
66.42
JPMORGAN CHASE BANK
TRAVEL EXPENSE
13.10
Page 5
Claims List
4/4/2017
Budget Unit Title
I Vendor Name
Payable Description
jPayment Amount
TOTAL HOTEL TAX - ECON DEV
2,689.82
STRONG NEIGHBORHOODS
JPMORGAN CHASE BANK
242.01
JPMORGAN CHASE BANK
7UCKETS-SUPPLIES
-STEEL
439.55
OWASSO COMMUNITY FOUNDATION INC
HBORHOOD GRANT
10,000.00
JPMORGAN CHASE BANK
CARGO TRAILER
882.38
TOTAL STRONG NEIGHBORHOODS
11,563.94
OSNI GRANTS JPMORGAN CHASE BANK
B &C SVS -CARGO TRAILER
3,750.00
TOTAL OSNI GRANTS
3,750.00
18,003.7
FUND GRAND TOTAL
STORMWATER - STORMWATE JPMORGAN CHASE BANK
LOWES- EXTINGUISHER
19.97
JPMORGAN CHASE BANK
HOLDERS -SPARE KEY
4.50
JPMORGAN CHASE BANK
ATWOOD -TRUCK SUPPLIES
17.98
JPMORGAN CHASE BANK
ENG SUPPLY- MEASURE WHEEL
125.24
JPMORGAN CHASE BANK
LOWES -TOOLS
154.91
AEP /PSO
ELECTRIC USE
429.54
JPMORGAN CHASE BANK
HD SPLY - MANHOLE HOOK
29.50
TOTAL STORMWATER,STORMWATER
781.64
BROOKFIELD CROSSING BH MEDIA HOLDING GROUPS, INC
BIDADVERTISEMENT BROOKFI
49.20
TOTAL BROOKFIELD CROSSING
49.20
830.8
FUND GRAND TOTAL
VSN 2025 76TH /MAIN INTERS BH MEDIA HOLDING GROUPS, INC
BID ADVERTISEMENT 76 AND
44.28
DANIEL BLACKFORD
ROW ACQUISITION
2,500.00
TOTAL VSN 2025 76TH /MAIN INTERS
2,544.28
VSN 2025 SPORTS PARK RD; BH MEDIA HOLDING GROUPS, INC
1131D ADVERTISEMENT
51.66
TOTAL VSN 2025 SPORTS PARK RDS
51.66
VSN 2025 DOG PARK BH MEDIA HOLDING GROUPS, INC
PUBLIC NOTICE OA 1605
169.00
TOTAL VSN 2025 DOG PARK
169.00
2,764.9
FUND GRAND TOTAL
SALES TAX FUND -FIRE AT &T
CONSOLIDATED PHONE BILL
200.91
Page 6
Claims List
4/4/2017
Budget Unit Title
Vendor Name
Payable Description
Payment Amount
SALES TAX FUND - FIRE...
AEP /PSO
ELECTRIC USE
2,239.73
BAILEY EVENT CENTER, INC.
MEETING EXPENSE
300.00
INTEGRIS AMBULATORY CARE CORP.
PHYSICALS
2,525.00
EMTEC PEST CONTROL, INC
PEST CONTROL
85.00
NORTH AMERICA FIRE EQUIPMENT CO.
UNIFORM ITEMS
2,051.00
NORTH AMERICA FIRE EQUIPMENT CO.
UNIFORM
296.17
NORTH AMERICA FIRE EQUIPMENT CO.
UNIFORM ITEMS
1,536.00
NORTH AMERICA FIRE EQUIPMENT CO.
HELMET
210.05
NORTHERN SAFETY COMPANY, INC.
SCBAFITTESTING
508.50
NORTHERN SAFETY COMPANY, INC.
FIRE HOSE ADAPTERS
1,008.00
KATHY H THOMAS, PHD
JEMPLOYEE TRAINING
400.00
TOTAL SALES TAX FUND -FIRE 11,360.36
STAX FIRE PARK LOT FS #1
JPMORGAN CHASE BANK
BROWN FARMS-SOD
95.00
JPMORGAN CHASE BANK
LOWES- FORMING SUPPLIES
121.92
TOTAL STAX FIRE PARK LOT FS #1 216.92
11,577.2
FUND GRAND TOTAL
SALES TAX FUND - POLICE
JPMORGAN CHASE BANK
PANHANDLE BREATH - REPAIR
1,155.00
JPMORGAN CHASE BANK
GALLS- BALLISTIC HELMET
182.87
JPMORGAN CHASE BANK
THOMSON -CLEAR ACCESS
289.81
AT &T
CONSOLIDATED PHONE BILL
546.46
SPOK, INC.
PAGER USE
35.48
JPMORGAN CHASE BANK
OWASSO AUTO SPA -K9 SVC
10.00
JPMORGAN CHASE BANK
AT YOUR SVC- RENTAL
80.00
JPMORGAN CHASE BANK
SAMSCLUB- SUPPLIES
49.29
JPMORGAN CHASE BANK
PETSMART -K9 SUPPLIES
107.98
JPMORGAN CHASE BANK
ADMIRAL EXP- SUPPLIES
179.94
JPMORGAN CHASE BANK
PETSMART-K9 SUPPLIES
95.18
JPMORGAN CHASE BANK
RED BUD -PD A/C FILTERS
141.18
JPMORGAN CHASE BANK
NTOA - TRAINING /SMITH
430.00
AEP /PSO
ELECTRIC USE
2,62722
JPMORGAN CHASE BANK
DAVIS & STANTON- AWARDS
234.00
SPECIAL OPS UNIFORMS, INC
UNIFORM ITEMS
24.99
JPMORGAN CHASE BANK
CITY OF OWASSO -WATER BILL
75.68
DRAKE SYSTEMS INC
COPIER LEASE
456.33
JPMORGAN CHASE BANK
MEETING EXPENSE
26.90
JPMORGAN CHASE BANK
SOME'S- AWARDS /RECOGNITION
817.00
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
61.67
JPMORGAN CHASE BANK
AMAZON- SUPPLIES
19.99
JPMORGAN CHASE BANK
AMAZON - SUPPLIES
32.90
JPMORGAN CHASE BANK
STI CO- VEHICLE EQUIPMENT
379.23
Page 7
Claims List
4/4/2017
Budget Unit Title
Vendor Name
Payable Description
Payment Amount
SALES TAX FUND - POLICE...
JPMORGAN CHASE BANK
OFFICE DEPOT- SUPPLIES
25.98
JPMORGAN CHASE BANK
USPS- MAILING COST
32.75
JPMORGAN CHASE BANK
HOBBY LOBBY- AWARDS
9.99
JPMORGAN CHASE BANK
WALGREENSSUPPLIES
1.98
JPMORGAN CHASE BANK
USPS - MAILING COST
14.79
JPMORGAN CHASE BANK
AMAZON- BATTERY BACKUP
59.06
JPMORGAN CHASE BANK
ELITE K9 -K9 SUPPLIES
25.44
JPMORGAN CHASE BANK
REEVES - UNIFORM ITEM
16.12
JPMORGAN CHASE BANK
FAMILYANIMAL -K9 MEDICAL
29.70
JPMORGAN CHASE BANK
OFFICE DEPOT - SUPPLIES
57.12
JPMORGAN CHASE BANK
FAMILY ANIMAL -K9 MEDICAL
68.85
TOTAL SALES TAX FUND - POLICE 8,400.88
FUND GRAND TOTAL
SALES TAX FUND - STREETS JJPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
TULSA ASPHALT, LLC
UNIFIRST HOLDINGS LP
FALCON AUDIO VIDEO, INC
TWIN CITIES READY MIX, INC
TULSAASPHALT, LLC
UNIFIRST HOLDINGS LP
UNIFIRST HOLDINGS LP
TULSA ASPHALT, LLC
SIGNALTEK INC
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
JPMORGAN CHASE BANK
, INC.
CITIES READY MIX, INC
CITIES READY MIX, INC
CITIES READY MIX, INC
ISO TOP SOIL
CITIES READY MIX, INC
3GAN CHASE BANK
Page 8
SUPPLIES
TAG -CDL RENEWAL
ANCHORS
.T
M CLEANING
ZMENT PROJECTOR
T
• CLEANING
• CLEANING
T
SIGNAL MAINTENANC
ENG- MOUNTING HARDWR
TRAILERS -TARP RACK REP
CTRIC USE
;ER USE
FARMS-SOD
39.
13.
1.
14.
1
1F
49.91
347.50
49.911
4.41
2,066.10
115.811
192.00
Claims List
4/4/2017
Budget Unit Title
I Vendor Name
Payable Description IPaymentAmount
TOTAL SALES TAX FUND-STREETS 9,318.83
STAX STREET REHAB FY16 IKEYST07E SERVICES, INC IFY 15 -16 STREET REHAB 96,852.64
TOTAL STAX STREET REHAB FY16 96,852.64
106,171.4
FUND GRAND TOTAL
CIP STREET REHAB FY16 LOWRY CONSTRUCTION SERVICES IFY 15 -16 STREET REHAB 78,229.64
TOTAL CIP STREET REHAB FY16 78,229.64
CIP 106TH/145TH INTERSEC JPOE, LTD JENGINEE71NG DESIGN SERVIC 9,340.00
TOTAL CIP 106TH/145TH INTERSEC 9,340.00
CIP BROOKFIELD CROSSING EARTH SMART CONSTRUCTION INC CONSTRUCTION SERVICES 61,317.74
TOTAL CIP BROOKFIELD CROSSING 61,317.74
CIP MORROW LIFT STATION
BH MEDIA HOLDING GROUPS, INC
BID ADVERTISEMENT MORROW
51.66
BH MEDIA HOLDING GROUPS, INC
BID ADVERTISEMENT GARRETT
51.66
TOTAL CIP MORROW LIFT STATION 103.32'
148,990.7
FUND GRAND TOTAL
CITY GARAGE
MANAGERPLUS SOLUTIONS
NEW SOFTWARE FOR VEH MAIN
12,004.70
AT &T
CONSOLIDATED PHONE BILL
26.03
JPMORGAN CHASE BANK
B & M -OIL FOR RESALE
726.00
JPMORGAN CHASE BANK
HESSELBEIN- TRAILER TIRES
592.39
JPMORGAN CHASE BANK
HELLELBEIN -SO 3 TIRES
1,090.99
JPMORGAN CHASE BANK
SAV ON- VEHICLE DECALS
90.00
JPMORGAN CHASE BANK
UNITED FORD- RETURN
-79.72
JPMORGAN CHASE BANK
SUMMIT TRUCK - STARTER
304.33
JPMORGAN CHASE BANK
LENOX -AMB TOWING SERVICE
235.00
JPMORGAN CHASE BANK
GOODYEAR -TRASH TRK TIRES
1,928.30
UNIFIRST HOLDINGS LP
UNIFORM RENTAL FEES
34.01
UNIFIRST HOLDINGS LP
UNIFORM RENTAL FEES
34.01
DUVALL ELECTRIC, LLC
REPAIR
1,890.00
JPMORGAN CHASE BANK
UNITED FORD -PARTS RESALE
662.09
JPMORGAN CHASE BANK
BUMP2BUMP -PARTS RESALE
457.76
JPMORGAN CHASE BANK
BUMP2BUMP -PART RESALE
127.92
AT &T MOBILITY
WIRELESS SERVICE
57.80
JPMORGAN CHASE BANK
AMERIFLEX -HOSE
59.35
AEP /PSO
ELECTRIC USE
511.64
JPMORGAN CHASE BANK
EAST TX MACK - CYLINDERS
1,137.14
Page 9
Claims List
4/4/2017
Budget Unit Title
I Vendor Name
I Payable Description
PaymentAmount
CITY GARAGE...
JJPMORGAN CHASE BANK
AMERIFLEX- COOLER LINE
58.30
TOTAL CITY GARAGE
21,948.04
21,948.0
FUND GRAND TOTAL
WORKERS' COMP SELF -INS CITY OF OWASSO IMPREST ACCOUNT
WORKERS COMP CLAIMS EXPEN
1,096.60
CITY OF OWASSO IMPREST ACCOUNT
WORKERS COMP CLAIMS EXPEN
924.26
CITY OF OWASSO IMPREST ACCOUNT
WORKERS COMP CLAIMS EXPEN
281.65
CITY OF OWASSO IMPREST ACCOUNT
WORKERS COMP CLAIMS EXPEN
1,018.54
CITY OF OWASSO IMPREST ACCOUNT
WORKERS COMP CLAIMS EXPEN
2,848.50
CITY OF OWASSO IMPREST ACCOUNT
WORKERS COMP CLAIMS EXPEN
3,520.45
TOTAL WORKERS' COMP SELF -INS
9,690.00
9,690.0
FUND GRAND TOTAL
GEN LIAB -PROP SELF INS JCMR
1125442 [186- 018963]
2,150.81
TOTAL GEN LIAB -PROP SELF INS
2,150.81
2,150.81
FUND GRAND TOTAL
CITY GRAND TOTAL
$390,310.03
Page 10
go-- sd
The City wif out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Jerry Fowler
Neighborhood Coordinator
SUBJECT: Owasso Strong Neighborhood Initiative Grants
DATE: March 31, 2017
BACKGROUND:
The Owasso Strong Neighborhood Initiative, OSNI, has been awarded a grant and is requesting
Council acceptance of this grant and approval of a budget amendment.
The Owasso Chapter of the Home Builders Association of Greater Tulsa selected Owasso Strong
Neighborhood Initiative to be the benefactor of their 2015 charitable donation in the amount of
$2,500.
The awarded grant totaling $2,500 was initially given to the Owasso Community Foundation on
behalf of Owasso Strong Neighborhood Initiative.
The Owasso Community Foundation is now remitting these funds to Owasso Strong
Neighborhood Initiative.
The awarded grant funds will be utilized to purchase needed supplies to be used at volunteer
events.
GRANT FUNDING:
There is no match requirement for this grant award.
RECOMMENDATION:
Staff recommends City Council acceptance of the grant awarded by the Owasso Chapter of
the Home Builders Association of Greater Tulsa and approval of a budget amendment in the
Hotel Tax Fund increasing the estimated revenues by $2,500 and increasing the appropriation for
expenditures in the Strong Neighborhood department by $2,500.
s�
nTity Wit out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Jerry Fowler
Neighborhood Coordinator
SUBJECT: Owasso Strong Neighborhood Initiative Grants
DATE: March 31, 2017
BACKGROUND:
The Owasso Strong Neighborhood Initiative, OSNI, has been awarded a grant and is requesting
Council acceptance of this grant and approval of a budget amendment.
Verizon Foundation's Volunteers Program supports communities and causes that are most
important to their employees. Volunteers Program affords employees the opportunity to earn
grant funding for organizations where they volunteer 50 or more hours in a calendar year.
During 2015 and 2016, Owasso resident and Verizon employee, Tim Raines, volunteered over 50
hours each year to OSNI- Owasso CARES and submitted confirmation of volunteer service. The
Verizon Foundation awarded grants totaling $1,500 to the Owasso Community Foundation on
behalf of OSNI- Owasso CARES.
The Owasso Community Foundation is now remitting these funds to OSNI- Owasso CARES.
The awarded grant funds will be utilized along with previous years' grants from Verizon
Foundation to assist With the purchase of a trailer to be used at bi- annual OSNI- Owasso CARES
Day of Service and other volunteer events.
GRANT FUNDING:
There is no match requirement for this grant award.
RECOMMENDATION:
Staff recommends City Council acceptance of the Verizon Foundation Volunteers Program
grant and approval of a budget amendment in the Hotel Tax Fund increasing the estimated
revenues by $1,500 and increasing the appropriation for expenditures in the Strong
Neighborhood department by $1,500.
nTity Wit out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Bronce L. Stephenson, MPA
Director of Community Development
SUBJECT: Owasso Redbud District and Increment District No. 1 Policy Guide
and Sales Tax Base
DATE: March 31, 2017
BACKGROUND:
On December 20, the City Council voted 5-0 to create a Tax Increment Financing (TIF) District in
the downtown Owasso Redbud District area. Staff held a brief discussion and brought the draft
Policy Guide for discussion at the February 14, 2017, work session. Staff is now bringing forward a
finalized draft of the Policy Guide document for Council consideration.
At the February 14 work session, Council had questions about the possibility of adding a
category of Assistance in Development Financing that would provide funding for remodel
projects less than the $200,000 proposed threshold required to receive assistance.
Staff advised that a lesser amount would prevent the goals of the Downtown Overlay and TIF to
be realized. Staff requested Center for Economic Development Law (CEDL) to listen to the
worksession discussion and provide their professional opinion on the questions that were raised
by Council. The response form Emily Pomeroy of CEDL is attached for Council review.
The TIF district and the Downtown District Overlay Plan envision significant changes that would
transform the area. Large and significant projects are necessary if that transformation of the
Redbud District is to be realized. Smaller maintenance projects would improve the short-term
appearance, only to risk that in twenty years the area is again a deteriorating.
As Emily Pomeroy noted, the Project Plan seeks to incent 'only those large- scale, highly- desired
projects making a significant positive impact on the District consistent with the vision of the
Downtown Overlay District Plan."
Additionally, as determined in the adoption of the Project Plan for Increment District No. 1, a
portion of City Sales Tax collected within the District is to be collected and dedicated to the TIF
Fund. Discussions among City staff and CEDL determined that collecting Sales Tax only from
new businesses that are established in the Redbud District after December 20, 2016 would be
the preferred method. Only the portions of sales tax not dedicated to Capital Improvements,
Vision Recapture or the 55 /100ths for Police, Fire and Streets would be collected.
DISCUSSION:
After the establishment of Tax Increment District No. 1, the next step is to adopt a Policy Guide
that directs how the Assistance in Development Financing will be allocated to investors within
the TIF area.
A staff team has worked with the CEDL over the last few months to ensure that the Draft Policy
Guide addressed concerns and suggestions from the City Council, Owasso Economic
Development Authority, Planning Commission, TIF Review Committee and stakeholders. The staff
team includes Assistant City Manager, Sherry Bishop; City Attorney, Julie Lombardi; Economic
Development Director, Chelsea Levo; Finance Director, Linda Jones; Deputy City Clerk, Julie
Stevens; and Community Development Director, Bronce Stephenson.
PROPOSED POLICY GUIDE:
The Policy Guide states:
"The Increment District allows the City to support public and private projects using
incremental growth in property and sales taxes. The Project Plan authorizees the allocation of
incremental revenues to a special fund to be used to pay authorized Project Costs,
including public infrastructure, facilities, and improvements, and assistance in development
financing.
"This Policy Guide outlines the goals and objectives of the Project Plan and Increment
District, and describes generally how assistance in development financing may be provided
by allocation of tax increment revenues to assist development projects and small
businesses. Nothing contained in this Policy Guide binds or obligates the City or the Owasso
Public Works Authority (OPWA). Compliance with the Policy Guide is expected. However,
should the provisions of a development agreement or contract approved by the City
Council or the OPWA deviate from the provisions of the Policy Guide, the development
agreement or contract will control."
The attached Policy Guide draft has the following highlights:
The application process, review team and requirements for qualifying for TIF are
established.
• Assistance in Development Financing. A developer may receive a percentage of hard
costs of the construction of improvements on the developer's property. The percentage
available is based on the project completion date as shown in the table below.
Project
June 30, 2021
June 30, 2025
I
June 30, 2029
I
End of
I
Completion
Increment District
Percentage of
12%
10%
8%
6%
Construction Costs
Small Business Enhancements. Beginning July 1, 2019, a retail, restaurant, or personal
service small business may be eligible for reimbursement to enhance the exterior of the
structure in which the business is located, provide streetscape improvements, enhance
signage or access, or otherwise improve the appearance of the exterior of the business.
A Small Business Enhancement is a 50% match of the cost of the approved
improvements. The reimbursement will not exceed $1,500.00.
• Employment Generation Assistance. Light industrial businesses may be eligible for
assistance in support of the creation or expansion of jobs. Assistance would be available
to provide start-up or incubator space to new and expanding businesses to promote
small- business - friendly opportunities for innovation and collaboration. The amount of
assistance would be determined based upon several factors, including but not limited to,
number of jobs created, need for public assistance, overall private investment, and
impacts upon the community.
• The Policy Guide includes a glossary of terms, maps of the project area, a copy of the
Downtown Overlay District standards and draft application formats.
TIMELINE:
The Council discussed the Policy Guide at the February 14, 2017, and March 14, 2017, work
sessions.
PROPOSED SALES TAX BASE DEFINITION:
The attached Resolution 2017 -02 defines the Sales Tax Base for the collections within the TIF
District. Only the sales tax from new businesses opening after December 20, 2016, (date of TIF
approval) will be apportioned to the TIF. The sales tax dedicated to Capital Projects, Police, Fire,
Streets and Vision Recapture will continue to be dedicated to those funds. The remaining two
cents of unrestricted sales tax from new businesses will be directed to the TIF fund.
RECOMMENDATION ON POLICY GUIDE
Staff recommends approval of Resolution 2017 -01, approving the Policy Guide for
implementation of the Owasso Redbud District Project Plan and Increment District No. 1.
RECOMMENDATION ON SALES TAX BASE:
Staff recommends approval of Resolution 2017 -02, determining the Sales Tax Base for the
Owasso Redbud District and Increment District No. 1 and the formula for determining the sales
tax increments generated from the Increment District.
ATTACHMENTS:
Owasso Redbud District and Increment District No, 1 Policy Guide
Resolution 2017 -01, Approving the Policy Guide
Resolution 2017 -02, Determining the Sales Tax Base
Memo from Emily Pomeroy of CEDL
Adopted TIF Project Plan
Approved , 2017
POLICY GUIDE
For the Implementation of the
OWASSO REDBUD DISTRICT PROJECT PLAN
INCREMENT DISTRICT NO. 1.. CITY OF OWASSO
PREPARED BY:
THE CITY OF OWASSO, OKLAHOMA
G\ZY OF OWA&z O
�Pv `",l °
co l' v
\� Op THE TRP�
POLICY GUIDE
Introduction
The City of Owasso, Oklahoma ( "City "), consistent with the Oklahoma Local Development Act, 62
O.S. §850, et seq., on December 20, 2016, through the adoption of Ordinance 1093, approved
the Owasso Redbud District Project Plan ( "Project Plan ") and established Increment District No.
1, City of Owasso ( "Increment District "). The goal of the Project Plan is to develop the area
surrounding Main Street, known as the Redbud District, achieve the City's development
objectives, improve the quality of life for its citizens, stimulate; private investment, and enhance
the tax base. The Increment District allows the City to support public and private projects using
incremental growth in property and sales taxes. The Project Plan authorizes the allocation of
incremental revenues to a special fund to be used to pay authorized Project Costs, including
public infrastructure, facilities, and improvements, and assistance in development financing.
The Project Plan defines the boundaries of the Project Area and the "Increment District. The
Increment District is the area where incremental revenues generated by new development are
collected. The Project Area is the area where those incremental revenues can be spent. The
Project Area and Increment District are coextensive and are depicted in Exhibit A.
This Policy Guide outlines the goals and`obje
describes generally how assistance in deve
tax increment revenues to assist developr
projects. Nothing contained in this Policy G
Works Authority (OPWA). Should the p
approved by the City Councilor the OPWA
development agreement or contract will co
Fthe Project Plan and Increment District, and
financing may be provided by allocation of
jects, small businesses, and job generation
ds or obligates the City or the Owasso Public
s of a development agreement or contract
from the provisions of the Policy Guide, the
The goal of the Project Plan is to encourage development of the City's original downtown, now
known as the Redbud District, into a special and unique place within the City; a place for residents
and visitors to live, work, shop, and play. The Increment District will support public and private
projects. The City's objectives include:
• Achieve the development goals and objectives for the Redbud District contained in the
Downtown Master Plan, the Downtown Overlay District Plan, and the GrOwasso 2030
Land Use Master Plan.
• To preserve and enhance the tax base and make possible investment, development, and
economic growth that would otherwise be difficult without the project and the
apportionment of incremental ad valorem and sales tax revenues.
To support the creation of attractive, high - quality, and viable mixed -use developments to
draw residents and visitors.
1
DRAFT 3 -22 -17
• Where appropriate, to support the development, improvement, and /or expansion of light
industry to increase employment.
• To encourage existing property and business owners in the Redbud District to invest, and
to attract new investment and business to the Project Area.
• To provide start-up and incubator space to new and expanding businesses and to promote
small- business - friendly opportunities for innovation and collaboration in the Project Area.
• To stimulate and promote the Redbud District as a walkable, vibrant destination.
• To provide a public benefit through the construction of public infrastructure and
improvements to allow for development to occur in the area.
All ad valorem and sales tax increment generated in the Increment District is available to (1)
reimburse the City or other public entities for expenditures made towards Public Infrastructure,
Facilities, and Improvements, (2) ,,provide assistance in development financing through
Development Project Assistance, Small Business Enhancements, and Employment Generation
Assistance, and (3) pay Implementation and Administration. The City has a strong preference for
utilizing incremental revenues for public infrastructure and improvements, including those
aspects of private developments that iprovide a public benefit through the creation or
enhancement of the public space, building facade, or street front presence, and encouragement
of walkability and access throughout the Project Area.
III. Assistance in Development Financing
There are three eligible categories of assistance in development financing: (A) Development
Project Assistance, (B) Small Business Enhancements, and (C) Employment Generation
Assistance. !Assistance in development financing is not available for the development of single -
family homes or for entities seeking assistance related to a property that is exempt from paying
property taxes.
A. DeveloomentProiect Assistance
1. Development Project Assistance may be available to a developer proposing to
develop on vacant property within the Increment District or significantly renovate or rehabilitate
an existing structure on property within the Increment District. To be considered for
Development Project Assistance, such investment must be in an amount of more than
$200,000.00 based upon the hard costs of the construction of the improvements. The developer
must own the property that it is seeking to develop or renovate. To be eligible for Development
Project Assistance, projects must follow design and density standards as adopted by the City in
the Downtown Overlay District Plan, attached as Exhibit B.
2
DRAFT 3 -22 -17
2. A developer seeking Development Project Assistance must submit an application
to an Application Review Committee, made up of representatives of the following: the City
Manager's Office, the Finance Department, the Economic Development Department, the City
Attorney's Office, and the Community Development Department. The form of application is
included here as Exhibit C. The Application Review Committee will review the application for
compatibility with the Project Plan and the Downtown Overlay District Plan, evaluate the
qualifications of the applicant, including financial capacity and experience, and recommend
appropriate performance parameters and requirements.
3. Upon recommendation by the Ap
development is eligible to receive Development
between the applicant and the OPWA will be i
agreement will obligate the developer to make
meet certain density and design criteria consist
Overlay District Plan. The development agreeme
to pay the assistance in development financing
subject to availability. Upon review and discus
agreement, the development agreement will b(
Upon approval by the OPWA of the develop
financing will be provided as detailed in the
provided there is no default under the developm
4. For projects r(
over $4,000,000, the develop
ad valorem payment 'or,payi
minimum ad valorem payrr
improvements. The covenan
billed by the County Assessor
additional amount may be bil
ation Review Committee that the proposed
)ject Assistance, a development agreement
vented to the applicant. The development
valorem payments on the property and to
with this Policy Guide; and the Downtown
vill detail the incremental' revenues available
the timeline upon which they will be paid,
n regarding the terms of the development
'ovided to the OPWA for its consideration.
nt agreement, assistance in development
elopment agreement and described here,
Project Assistance with construction costs
y be required to enter into a covenant imposing a minimum
n lieu of taxes for the life of the Increment District. The
/ill ,. be based on the hard costs of the construction of
run with the land and shall provide that, should the amount
s than the agreed upon minimum ad valorem payment, such
the OPWA.
5. For projects completed by June 30, 2021, the maximum amount of assistance in
development financing that the developer may receive is 12% of hard costs of the construction
of improvements on the developer's property. For projects completed between July 1, 2021 and
June 30, 2025, the maximum amount of assistance in development financing that the developer
may receive is 10% of hard costs of the construction of improvements on the developer's
property. For projects completed between July 1, 2025 and June 30, 2029, the amount of
assistance in development financing that the developer may receive is 8% of hard costs of the
construction of improvements on the developer's property. For projects completed after June
30, 2029 through the end of the life of the Increment District, the amount of assistance in
development financing that the developer may receive is 6% of hard costs of the construction of
3
DRAFT 3 -22 -17
improvements on the developer's property. The issuance of a Certificate of Occupancy by the
City shall determine project completion.
Project
June 30, 2021
June 30, 2025
June 30, 2029
End of
Completion
Increment District
Percentage of
12%
10%
8%
6%
Construction Costs
6. The hard costs of the construction of
determined and verified by the Application Review Cc
Development Project Assistance. The receipt of Develoi
upon the developer's payment of taxes on its property a
the property. The amount available for Development Pi
wements on a project will be
ee prior to the payment of any
Project Assistance is conditioned
m an increase in taxable value of
assistance for a project is limited
based on the amount of incremental revenues generated by the project. Development Project
Assistance will not be available until the project is completed and rincremental revenues
generated by the project are received. There is no guarantee of the availability and timing of
funds for Development Project Assistance.
F1
1. Beginning July 1, 2019, Sm
retail, restaurant, or personal service small
enhance the exterior `- of,the structure in
improvements, enhance signage or access,
of the business. To be eligible for Small Bus
density standards as adopted by the City
all Business Enhancements may be available to any
business within the Increment District proposing to
which the business is located, provide streetscape
or otherwise improve the appearance of the exterior
iness Enhancements, projects must follow design and
in the Downtown Overlay District Plan, attached as
2. A Small Business Enhancement may be provided to assist in improvements and
appearances of the physical exterior or exterior elements of the property where the business is
located. Examples of such improvements include, but are not limited to, new or upgraded
exterior signage, new exteriorpaint, art installation, landscape improvements, window or awning
improvements, accessibility improvements, streetscape improvements, sidewalk improvements,
parking additions or improvements, the installation of an outdoor seating or gathering space, or
other visual improvements to the property. A Small Business Enhancement is a 50% match of
the cost of the approved improvements. The applicant will be reimbursed by the OPWA at the
completion of the approved improvements for 50% of the actual amount expended on the
approved improvements. The amount of the reimbursement will not exceed $1500.00.
Documentation of all reimbursable expenses related to the improvements and physical
confirmation of improvements must be provided before reimbursement occurs.
4
DRAFT 3 -22 -17
3. A business seeking a Small Business Enhancement must submit an application to
an Application Review Committee, made up of representatives of the following: the City
Manager's Office, the Finance Department, the Economic Development Department, the City
Attorney's Office, and the Community Development Department. The form of application is
included here as Exhibit D. The Application Review Committee will review the application for
compatibility with the Project Plan and the Downtown Overlay District Plan, evaluate the
proposed enhancements, and recommend appropriate performance parameters and
requirements.
4. Upon recommendation by the Application Review Committee that the proposed
improvement is eligible to receive a Small Business Enhancement, a business enhancement
agreement between the applicant and OPWA will be presented to the applicant. The business
enhancement agreement will provide for assistance in development, financing as authorized by
the Project Plan. Upon review and discussions regarding the terms of the business enhancement
agreement, the business enhancement agreement will be provided to the OPWA for its
consideration. Upon approval by the OPWA of the business enhancement agreement, assistance
in development financing will be provided as detailed in the business enhancement agreement
and as described here.
C.
1. Employment G(
in support of the creation or
available to provide start-up „<
small- business - friendly opporl
amount of assistance in`devel
including but not limited to, n
investment, and impacts upon
;sistance may be available to light industrial businesses
of jobs. Employment Generation Assistance may be
space to new and expanding businesses to promote
innovation and collaboration in the Project Area. The
racing will be determined based upon several factors,
ibs created, need for public assistance, overall private
2. A 'business seeking Employment Generation Assistance must submit an
application to an Application Review Committee, made up of representatives of the following:
the City Manager's Office, the Finance Department, the Economic Development Department, the
City Attorney's Office, and the Community Development Department. The form of application is
included here as Exhibit E. The Application Review Committee will review the application for
compatibility with the Project Plan, evaluate the proposed job generation opportunities and
impacts on the community, and recommend the amount of assistance in development financing
to be provided, as well as appropriate performance parameters and requirements.
3. Upon recommendation by the Application Review Committee that the proposed
project is eligible to receive Employment Generation Assistance, an agreement between the
applicant and the OPWA will be presented to the applicant. The agreement will provide for
5
DRAFT 3 -22 -17
assistance in development financing as authorized by the Project Plan. Upon review and
discussions regarding the terms of the agreement, the agreement will be provided to the OPWA
for its consideration. Upon approval by the OPWA of the agreement, assistance in development
financing will be provided as detailed in the agreement and as described here. Employment
Generation Assistance will not be available until the agreed upon performance terms in the
agreement have been reached. There is no guarantee of the availability and timing of funds for
Employment Generation Assistance.
IV. Glossary of Terms
Terms used throughout this Policy Guide are further defined as follows
Assistance in Development Financing — Public funds provided to a developer pursuant to an
approved agreement with OPWA to assist in a project. Assistance in Development Financing is
provided only for projects that are determined, in the City's and /or OPWA's discretion: (1) to
meet the City's approved development goals and objectives for the Project Area, as expressed
from time to time in the City's plans and policies, and (2) to provide adequate' consideration and
public benefit in return for the public investment.
Hard Costs of the Construction of Improvements —The actual and direct construction costs of the
material, labor, and improvements associated with a development. Such costs exclude
developer's fees and other soft costs, including but not limited to architectural, engineering,
financing, and legal fees, and other pre- and post- construction fees and expenses.
Increment District —The area from which increment is generated. For purposes of the Project
Plan, the Increment District and the Project Area are the same.
Increment - The ad valorem increment is the ad valorem revenue in excess of the revenue
generated by the base assessed value of the Increment District (as determined by the Tulsa
County Assessor in accordance with the Oklahoma Local Development Act), i.e., the new revenue
attributable to increases in the value of property within the Increment District. The sales tax
increment is a portion of the City's sales taxes generated within the Increment District, to be
determined by a formula to be approved by resolution of the Owasso City Council in accordance
with the Oklahoma Local Development Act.
Light Industrial Business — A business that manufactures products for end users. Products may
include, but are not limited to, shoes, clothing, furniture, electronics, lights, hardware, and
household items.
Oklahoma Local Development Act —The law passed by the Oklahoma Legislature to implement
Section 6C of Article X of the Oklahoma Constitution, which empowers the governing bodies of
cities, towns, and counties to apportion tax increments to help finance the public costs of
economic development. 62 O.S. §850, et seq.
6
DRAFT 3 -22 -17
Owasso Red bud District Pro iect Plan —The document approved by the City Council of the City of
Owasso on December 20, 2016, by the adoption of Ordinance 1093, that established Increment
District No. 1, City of Owasso, pursuant to and consistent with the Oklahoma Local Development
Act.
Project Area — The area within which project activities occur. For purposes of the Project Plan,
the Project Area and the Increment District are the same.
Small Business — A business that is independently owned and operated by an individual from or
entity incorporated in Oklahoma that has fewer than 20 employees (full- or part -time) at the time
of the submission of an application seeking a Small Business Enhancement.
Start-up or Incubator Space — A below- market rate office available for lease to help create and
grow new businesses. Such space may provide common support and services among many
businesses in an effort to reduce overhead and operational costs.
7
DRAFT 3 -22 -17
EXHIBIT A
Map of Project Area and Increment District
WAYMRIIIWIII
Downtown Overlay District Plan
SECTION 860.5 DOWNTOWN OVERLAY DISTRICT
860.5.1 GENERAL DESCRIPTION
It is the purpose and intent of the Downtown Overlay District to provide enhanced
standards to protect and enhance the unique characteristics of the Main Street, 76th
St and downtown areas. Overlay Districts may also be used to protect or facilitate a
particular design theme established through specific architectural styles or periods, or
to protect or facilitate site plan conventions such as setbacks that are both minimums
and maximums.
860.5.2. PURPOSE
• Encourage sustainable development that will become a long term asset to
Owasso.
• Promote economic growth and redevelopment of the downtown Owasso area.
• Encourage residential development as part of commercial development and to
replace blighted properties on the fringe of the downtown area with new and
higher - density residential.
• Encourage the development of office space through standalone and mixed -use
development. Office space is encouraged at a higher- density and multi -story
structures.
• Giving special attention to landscaping, buffering, signage, lighting and
building setbacks in those districts identified as needing special attention.
• Giving special attention to the existing architectural style or to the style that is
planned, so as to create an easily identifiable area in those areas identified as
architecturally significant.
• Promote the history of Owasso.
• Encourage quality, attractive and unique architecture.
• Implement the Downtown Development District as described in the 2030
GrOwasso Land Use Master Plan and 2001 Downtown Master Plan.
• Create a vibrant arts and entertainment district.
• Create an area where development can be accomplished at a higher - density
than allowed in any other commercial and residential areas of Owasso.
• Attract new businesses and retain small businesses in the downtown area.
• Revitalize Main Street and create a true Main Street environment.
• Establish regulations that protect the investment of existing and new
businesses from unattractive, non - compatible uses.
• Ensure the area is visually pleasing, sustainable, and developed in a
coordinated fashion.
• Ensure a high quality of development that will ultimately generate an
economically enhanced and pedestrian friendly area for Owasso.
• Follow the principals of the Quality of Life Initiative and the GrOwasso 2030
Land Use Master Plan.
• Encourage locally -owned and Made in Oklahoma businesses
860.5.3 DOWNTOWN OVERLAY DESIGNATED
A. BOUNDARY MAP
The boundaries of the attached map (figure t) depicts the proposed
Downtown Overlay Area. All properties within the depicted boundaries
are subject to the rules and regulations within this chapter and the
Owasso Zoning Code
B. MAP AMENDMENTS
No change in the boundary of the Downtown Overlay District shall be
authorized, except by the City Council pursuant to the procedures
outlined in Chapter 13, Amendments.
2
Downtown Overlay District Boundaries
E ire
TT-
W WI
n
fl _
D
tit Si
at I-D CSI_ -❑ q� -�
ELI
Me 314
7 I
! I i
Figure 1
<7
1" = 376 it Downtown Overlay Map �Y
860.5.4 PERMITTED USES
The base zoning districts of properties fully or partially within the designated
overlay district shall not be affected except as noted in this chapter. All
applicable regulations for use, yard, area, lot dimensions, utility placement,
and landscaping shall be those specified for each district, including planned
unit development (PUD) stipulations.
A. USE RESTRICTIONS
1. In AG districts, only existing agricultural uses shall be permitted to continue
and be subject to all applicable standards and regulations in Section 300-
330. No Specific Use Permits shall be issued for any land zoned AG and no
new AG uses or businesses shall be allowed.
2. In each zoning district, all uses respective to that district shalt be
permitted by right or with the issuance of a Specific Use Permit, except for
those listed below in Section 860.5.4 (A)4.
3. Allowed Uses. Any by right use or those issued with a Specific Use Permit
(SUP) shalt be permitted within the Downtown Overlay, unless otherwise
restricted in this section. All uses shall be defined by the most recent
version of the NAILS (North American Industry Classification System) book.
4. Encouraged Uses:
• Retail Uses
• Cafes ft Sidewalk cafes
• Restaurants (preferred locally or Oklahoma -owned restaurants)
• Pub /Bar f# Grill /Wine Bar
• Personal Services (salon, barber shop, florist, health store, etc)
• Mixed Use (ground floor retail with offices or residential above)
• Office space
• Coffee shop
• Boutiques
• Art gallery
• Small theatre or music -venue
• Book store
• Antique store
• Farmers Market
• Arts Et Crafts Studios
• Yoga /Fitness Studio
• Small corner store with basic goods
• Bakery /Artisan Foods
• Entertainment Venues
5. The following By -Right and Specific Use Permit uses shall be prohibited in
the Downtown Overlay District.
• Industrial Uses except in the IH and IM Zoning District
• Any new agricultural uses or businesses
Agricultural implement sales
Aircraft sates
Animal and Poultry Raising
Appliance store and repair
Arena
Auctioneer
Auto Rental
Auto Sales
Auto wash
Bait Shop
Bindery
Boat and Recreational Vehicle sales
Bottled Gas Sales
Cabinet Maker
Camper Sales
Casino /Gaming Center
Cemetery
Cesspool Cleaning
Chick hatchery
Concrete Construction Service
Construction equipment sates
Convenience Store
Disinfecting Services
Drag strip
Drive -in theatre
Exterminating services
Fairgrounds
Fence construction company
Fuel oil sales
Gas Service Station
Gas Station
Go -kart track
Golf Driving range
Halfway house
Janitorial service
Juvenile Delinquency Center
Kennel (as primary use)
Landfill
Lumber yard
Mini - storage warehouses (as a primary use)
Monument sates
Motor vehicle repair and tire shops
Motorcycle Sales
Oil Well Drilling and Cleaning Establishment
Outdoor Kennels (not a part of veterinary or grooming business)
Outdoor Recreation including amusement parks
Outdoor storage of any kind as the principal use
5
• Plastic material sales
• Portable building sales
• Portable storage
• Power Plant
• Pre- Release Center
• Race tracks (animal or vehicle)
• Sexually - oriented businesses
• Shooting range (outdoor)
• Taxidermist
• Truck rentals
• Truck stop
• Vending sales and service
• Woodworking shop
• Wrecker Yards
B. NON - CONFORMING USES
Non - conforming properties and /or uses, which existed as of the date
these regulations became effective, shalt be allowed to continue in the
same manner after the effective date of these regulations. However,
such non - conforming properties and /or uses shall be subject to these
regulations if feasible when:
1. A property owner requests any zoning change;
2. The principle use on the property is discontinued for a period of six
(6) calendar months;
3. The property is destroyed or significantly altered (60% or greater);
4. Enlargements or improvements are made to the structures on the
property that increase the gross square footage by 25%
C. EXISTING USES
1. SINGLE FAMILY RESIDENTIAL - The Downtown Overlay shalt not affect
existing single family residential uses. Said uses may continue to exist
in perpetuity until such time as they are redeveloped or rezoned for
another use.
2. PREVIOUSLY APPROVED PROJECTS OR DEVELOPMENT - Any project
or development that has approved development plans or had plans
submitted and under review prior to the effective date of this section
shalt not be required to comply with these regulations. Previous
approvals remain valid unless the approval date lapses or changes are
made to previous approvals. This shalt refer to site plans, building
plans, Planned Unit Developments or Specific Use Permits submitted
prior to the effective date of this section. Said project shall still be
required to comply with the zoning regulations in effect at that time.
An approved plat shall not constitute approval of a project. The
Administrator shall determine if a project meets these criteria.
860.5.5 LANDSCAPE REQURRMENTS
Development and or redevelopment shall comply with Chapter 20 of the
Owasso Zoning Code whenever possible. Smaller and unique developments
shalt provide a landscape plan that shall be approved by the Administrator.
860.5.6 GENERAL REQUIREMENTS
A. All development shalt follow City of Owasso procedures and requirements
described in Section 2, General Provision, except as noted in this Section.
B. Architectural details and /or drawings shall be submitted to the
Community Development Department at the time of site plan submittal.
Architectural plans shall depict architectural details outlined in this
Section and consist of:
Preliminary renderings or drawings of building elevations plus typical
cross sections to clearly define the character of the project and to
ensure these provisions are met; and
Clearly described exterior building materials to indicate compliance
with this Section. The Administrator shall review the proposed
building materials for compliance..
860.5.7 BUILDING AND SITE DESIGN STANDARDS
A. BUILDING ENTRANCE
Primary building entrances shall be clearly defined, and shalt be recessed
or framed by a sheltering element such as an awning, arcade, overhang,
or portico (in order to provide weather protection for pedestrians). Public
entrances flush with the building wait with no cover are discouraged.
Awnings are encouraged.
Awning Standards
• Awnings for a building fagade shall be of compatible color, look, shape
and height.
• Canvas or acrylic materials are encouraged. Aluminum, wood, or
plastic awnings are prohibited.
• The store name may be painted on the awning (subject to review and
approval of the administrator).
• Awning hardware shall not be visible.
• Awnings shalt provide vertical clearance of no less than 8 feet above
sidewalks.
• Awnings are not allowed to overhang over vehicular traffic ways.
B. OFF STREET PARKING
Off street parking areas are encouraged to be located to the side or rear
of buildings or in the interior of a block whenever possible. Properties
along Main Street shall be required to have the building located along the
front property tine. Loading areas shall be located behind the main
building and screened in accordance with Chapter 20. All parking lots,
drives, aisles and other elements shalt comply with Chapter 9 of the
Owasso Zoning Code.
C. BUILDING SETBACK
It is the intent of this chapter to enhance and preserve the character of
the overlay by promoting parking area placement to the rear of lots or
along the sides of buildings and bring visually pleasing building
architecture to the street, therefore building setbacks along public street
frontage may be eliminated with a zero (0) foot setback when possible.
Provisions for public sidewalks shall always be made. Public spaces for
dining and display are encouraged between the building frontages and the
public sidewalk, as tong as a six (6) foot clear path of travel is maintained
at all times. Side setbacks shall not be required, so long as buildings
meet all building codes and fire rating standards.
D. OUTDOOR SPACE
Outdoor seating areas, fountains, plazas, courtyards and other elements
are encouraged to create a unique, interesting and walkable downtown
area.
E. SIDEWALKS
Ali buildings, parking areas, public spaces, amenity features, and
adjoining developments of similar use, shall be linked with sidewalks.
Sidewalks shall be provided along public streets that provide access to the
development. Sidewalks shalt be constructed in accordance with the
standards for sidewalks are required as set forth in City of Owasso
Engineering Standards.
F. EXTERIOR MATERIALS
Exterior building materials shall include brick, glass, split -faced concrete
block, stone, stucco, synthetic stucco, or cement -board or wood siding.
Metal may be used only as accent material, and cumulatively may not
exceed ten (10) percent of the area of any individual exterior wall along
any public street. Pre - fabricated or engineered metal buildings are not
allowed, though metal can be used as a construction material if covered
with one of the allowed materials. These provisions shall not apply to
roofs.
G. ROOF PITCH
Flat roofs and roofs with a pitch of less than 3:12 require a parapet wall.
Roofs and screening shalt comply with the regulations set forth in Chapter
20 of the Owasso Zoning Code. Eaves a minimum of one (1) foot from the
building face shall profile a pitched roof. Roofing for pitched roofs
greater than 6:12 shalt be wood, tile, slate, architectural asphalt
shingles, or low- reflectivity metal (flat or matte finish). No roof shall
cause water to drain or flow directly onto any public way or sidewalk.
Rainwater shall be collected and piped into storm drain systems or
cisterns. Bio•swales, rain gardens or. other LID technics are highly
encouraged.
H. ELECTRICAL AND SERVICES EQUIPMENT
HVAC and similar types of incidental machinery or equipment shall be
screened from view in accordance with Chapter 20. Utility meters,
aboveground tanks, satellite dishes and antennas shall also be screened
from view. Wall- mounted mechanical equipment that extends six inches
(6 ") or less from the outer building wall shalt be designed to blend in with
the color and architectural design of the subject building. Unless a waiver
is authorized by the City Council, all electrical and telephone lines and
wires including, but not limited to, street lighting, shall be placed
underground. Feeder and other major transmission lines may remain
overhead. All utility installation shall conform to the City's adopted
Technical Standards and Specifications. All utility service lines shall be
located underground when feasible. This shall not apply to existing uses
or single-family homes.
WALL ARTICULATION
Facades shall have a recognizable "base" consisting of (but not limited to):
walls, ledges, sills, integrally textured materials (such as stone or other
masonry), integrally colored and patterned materials, or planters.
Facades shall also have a recognizable "top" consisting of (but not limited
to): cornice treatments with integrally textured materials (other than
colored "stripes" or "bands "), sloping roofs (with overhangs and brackets),
or stepped parapets. All sides of a building and any accessory structure
shalt utilize materials and design characteristics consistent with those of
the front facade. In order to prevent large flat expanses of featureless
exterior walls, structures having single watts exceeding twenty five feet
(25') in length shalt incorporate one or more of the following features at
Least every twenty five feet (25') in length
1. Changes in color, graphical patterning, changes in texture, or
changes in material
2. Projections, recesses, and reveals, expressing structural bays or
other aspects of the architecture with a minimum change of
plane of twelve inches (12 ")
3. Windows and fenestration
4. Gable projections
5. Horizontal /vertical breaks
6. Other similar techniques
M. SIGNAGE
Signs shall be permitted in accordance with Chapter 18 of the Owasso
Zoning Code, with the following exceptions:
1. Pole signs in this district are not allowed.
2. Signs are encouraged to be attached to buildings and located on the
face of buildings. All signs not attached to buildings should be of
monument form and constructed of materials that complement the
main building(s).
3. Alt signs not attached to buildings shall be set in a landscaped bed.
4. Maximum height for signage not attached to a building shalt be six (6)
feet.
5. Full video message boards and signs are prohibited within the
Downtown Overlay District.
6. Larger and multi - tenant developments shall be allowed to use the
Unified Sign Permit process and are encouraged to do so.
7. Signage overhanging the public sidewalk shalt be allowed where
building faces are adjacent to property lines. Signs shall be at least
eight (8) feet above the sidewalk and shalt require a sign permit. (see
figure below).
8. Alt signs not attached to buildings should be of monument form and
constructed of materials that complement the main building(s).
10
N. BUILDING ORIENTATION
All primary buildings on lots or tracts with frontage on streets within the
District, especially Main Street and E 76`h St N. are encouraged to be
oriented towards the street. If any such building is on a tot or tract with a
second frontage, it shall have equally detailed and prominent facades,
constructed of equally high quality materials, facing both the primary
street and the secondary street. All buildings are encouraged to be
oriented towards the front of the tot, with parking tots towards the rear
or alongside buildings.
0. COMMERICIAL DRIVE THROUGH LANES
Drive -thru facilities are discouraged in the district. if drive -thru facilities
are constructed as a part of the principal use, they shalt be
architecturally integrated with the main building.
P. SCREEENING OF REFUSE COLLECTION AND LOADING AREAS
Refuse collection areas shalt be screened in accordance with Chapter 20.
In order to reduce the visual and acoustic impacts of these functions on
adjacent properties and public streets, non - enclosed service, storage, and
off - street loading areas shall be screened with opaque sight- obscuring
walls and /or fences of between six feet (6') and eight feet (8') in height
made of durable materials. Screening materials shall be the same as, or
of equal quality to, the materials used for the primary building and
Landscaping.
Q. MIXED USE DEVELOPMENTS
Buildings in the District are encouraged to contain ground floor retail or
restaurant spaces. Multi -story buildings are encouraged, with a mix of
uses (office, retail /commercial, residential).
11
Residential uses above commercial spaces are encouraged and shall be
allowed by -right in this district, subject to meeting adopted fire and
building code requirements.
R. SIDEWALK UTILIZATION
Sidewalk cafes and room for sidewalk retail sates outside of businesses is
encouraged. A minimum of six (6) feet of public travel path shalt be
maintained at all times and sidewalk business shalt not impede this travel
area at any time. Businesses shall be required to carry insurance for
sidewalk space that holds the City of Owasso harmless and submit site
plans for outside activity for approval by the City.
S. PARKING
1. Parking shalt be designed in accordance with the Zoning Code.
2. The Administrator may waive or alter parking requirements on unique
lots on a case -by -case basis.
3. Multi- family developments shalt provide at least one parking space
per unit and are encouraged to meet current parking standards. The
Community Development Administrator shalt determine parking
requirements.
4. Public parking is encouraged with any new developments and can be
counted towards parking requirements (except residential parking
minimums). Developers shall work with the City to review and design
public parking arrangements.
5. If on street parking is present or permitted on adjacent streets, said
parking spaces may be considered to meet or augment parking
requirements. An inventory of such spaces shalt be made and reviewed
against the parking needs of other businesses in the vicinity.
T. MULTI - FAMILY DEVELOPMENT
Individual multi - family developments in excess of six (6) units shall
proceed through the rezoning and PUD process in accordance with the
Zoning Code. For multi - family developments of six (6) units or less, the
project shall only be required to rezone to the appropriate multi - family
district (unless already zoned commercial) and proceed through
administrative site plan review. All additional standards shalt be met.
U. RESIDENTIAL DEVELOPMENT
Residential redevelopment is encouraged, with mixed -use, multi - family,
townhome, triplex and duplex development. 1 and 2- family residential
development shall be allowed on any residentially -zoned tot.
Development of up to 6 dwelling units shalt be allowed by -right on any
commercially zoned lot.
V. STORMWATER DETENTION
Detention shalt only be required on new development that increases the
impervious area. Alt detention requirements shall be determined by the
Owasso Public Works Department. These requirements shall not be
applicable to residential dwellings up to 6- units.
12
W. FLOOR AREA RATIO (FAR)
There shall be no Floor Area Ratio (FAR) requirements in the district.
X. AMENITIES
1. Smaller multi - family developments shalt not be required to meet the
amenity requirements established in the PUD Chapter of the Zoning
Code. Amenities should be placed internally when possible in larger
multi - family developments (workout room, rec room, pool area, etc.),
unless said amenities are made available to the public.
2. Commercial developments are encouraged to provide public
amenities whenever possible (benches, fountains, play areas, plaza
areas, etc.)
EXCESS RIGHT -OF -WAY (ROW)
When development occurs along public rights -of -way that have excess
ROW (ex. Non - arterials with 70' ROW width), closing of the public ROW
shall be encouraged where possible. An alternative is to provide public
parking stalls in these areas. Closing of right -of -way shalt be subject to
approval of the Owasso Public Works Department
Z. ADMINISTRATIVE REVIEW
Unless cited within this chapter or another section of the Owasso Zoning
Code, review of these guidelines shall be performed at the Administrative
level. The Administrator and /or his designee may approve variations to
the regulations set forth in this chapter or alternate treatments, so long
as the intent of the ordinance is met.
13
EXHIBIT C
Development Project Assistance Application
OWASSO REDBUD DISTRICT PROJECT PLAN INCREMENT DISTRICT NO 1
ASSISTANCE IN DEVELOPMENT FINANCING
DEVELOPMENT PROJECT ASSISTANCE APPLICATION
The Application must be fully completed before submission to the Community Development
Department of the City of Owasso at 200 S. Main Street, Owasso, Oklahoma 74055. The omission
of requested information may result in delays. The information requested is necessary to
conduct a thorough financial and economic analysis of the proposed project. Please include any
supplemental information, as may be necessary for purposes of analysis.
Applicant /Owner Information
Name of Applicant:
Title:
Address:
Contact Information
Address:
Phone Number(s):
Email(s):
Name of Business:
Type of Business (LLC, LP, etc.):
Contact Information for Key Project Participants:
IL Project Site Information
Address of Project Site:
Attach Map(s) of Project Site
Legal Description of Project:
1
DRAFT 2 -7 -17
Square Footage and Dimensions of Project Site:
Existing Zoning of Project Site:
Description of Existing Improvements:
Ill. Project Information
Name of Project:
Description of Project:
Market and Financial Feasibility of Project:
Public Improvements Necessary for Project:
Project Costs
Construction Costs:
Architectural and Engineering Fees:
Other Professional Fees:
Developer Fee:
TOTAL:
IV. Financial Information
Proposed Sources of Funds
Permanent Financing:
Equity:
Public Funds:
2
DRAFT 2 -7 -17
Other:
Attach the following documents:
Balance Sheet, dated December 31 of past year and current year -to -date
Income Statement, past calendar year and current year -to -date
Cash Flow Statement, past calendar year and current year -to -date
Project Development Pro Forma
Tenant Occupancy Schedule
Letters of Intent and /or Contracts
Applicant hereby certifies that all information, including all documents and materials submitted
with this Application, are true to his /her best knowledge and belief and are submitted for the
purpose of consideration of assistance in development financing, consistent with and pursuant
to the Owasso Redbud District Project Plan and the Policy Guide.
Applicant:
Name (Print)
Signature
Date
DRAFT 2 -7 -17
Small Business Enhancement Application
OWASSO REDBUD DISTRICT PROJECT PLAN INCREMENT DISTRICT NO 1
ASSISTANCE IN DEVELOPMENT FINANCING
SMALL BUSINESS ENHANCEMENT APPLICATION
The Application must be fully completed before submission to the Community Development
Department of the City of Owasso at 200 S. Main Street, Owasso, Oklahoma 74055. The omission
of requested information may result in delays. Please include any supplemental information, as
may be necessary for purposes of analysis.
Business Name:
Address:
Contact Person /Owner:
Phone Number:
Email:
What are the proposed improvements to the property?
What dollar amount are you requesting?
What is the proposed total cost of the improvements? (Please provide any quotes for materials,
supplies, labor as an attachment to this application.)
What is the source(s) of funds that is available to complete the improvements and match the
amount you are requesting?
1
DRAFT 2 -7 -17
What impact would the proposed improvements have on your business? (increased customer
traffic, increased sales, visibility, ability to add a new product or service, etc.)
Why do you believe the proposed improvements are a worthy endeavor for your business?
Is this property owned by someone other than the applicant? if yes, please attach letter from
property owner agreeing to allow requested improvements to occur.
Please attach any additional information (pictures, schematics, documentation, quotes,
accompanying information, etc.) with the application.
Applicant hereby certifies that all information, including all documents and materials submitted
with this Application, are true to his /her best knowledge and belief and are submitted for the
purpose of consideration of assistance in development financing, consistent with and pursuant
to the Owasso Redbud District Project Plan and the Policy Guide.
Applicant:
Name (Print)
Signature
Date
DRAFT 2 -7 -17
Employment Generation Assistance Application
OWASSO REDBUD DISTRICT PROJECT PLAN INCREMENT DISTRICT NO 1
ASSISTANCE IN DEVELOPMENT FINANCING
EMPLOYMENT GENERATION ASSISTANCE APPLICATION
The Application must be fully completed before submission to the Community Development
Department of the City of Owasso at 200 S. Main Street, Owasso, Oklahoma 74055. The omission
of requested information may result in delays. Please include any supplemental information, as
may be necessary for purposes of analysis.
I. Applicant Information
Business Name:
Type of Business (LLC, LP, etc.):
Address:
Contact Person /Owner:
Phone Number:
Email:
II. Project Information
Name of Project /Business:
Description of Project /Business:
Market and Financial Feasibility of Project /Business:
Public Improvements Necessary for Project /Business:
Projected Number of New Jobs:
1
DRAFT 2 -7 -17
Description of New Jobs:
Description of the Need for Public Assistance:
Impact of Project on Existing Business:
Impact of Project /Business on Community:
Please attach any additional information (pictures, schematics, documentation, accompanying
information, etc.) with the application.
Applicant hereby certifies that all information, including all documents and materials submitted
with this Application, are true to his /her best knowledge and belief and are submitted for the
purpose of consideration of assistance in development financing, consistent with and pursuant
to the Owasso Redbud District Project Plan and the Policy Guide.
Applicant:
Name (Print)
Signature
Date
DRAFT 2 -7 -17
CITY OF OWASSO
RESOLUTION 2017 -01
A RESOLUTION OF THE CITY OF OWASSO, OKLAHOMA, APPROVING THE
POLICY GUIDE FOR IMPLEMENTATION OF THE OWASSO REDBUD DISTRICT
PROJECT PLAN AND INCREMENT DISTRICT NO. 1. CITY OF OWASSO
WHEREAS, the City of Owasso, Oklahoma ( "City "), pursuant to the Oklahoma
Local Development Act, 62 O.S. §850, et seq. ( "Act "), adopted Ordinance 1093,
effective December 20, 2016, approving the Owasso Redbud District Project Plan
( "Project Plan ") and establishing Increment District No. 1, City of Owasso, a sales tax
and ad valorem increment district ( "Increment District "); and
WHEREAS, the purpose of the Project Plan is to help the City achieve its
development objectives by authorizing the appropriate and necessary public support
and assistance for the development and enhancement of the area surrounding Main
Street, known as the Redbud District, as a special and unique place within Owasso, a
place to live, work, shop, and play ( "Project "); and
WHEREAS, the Project Plan supports the City's efforts to achieve its development
objectives, improve the quality of life for its citizens, stimulate private investment, and
enhance the tax base, thereby making possible investment that would be difficult
without the adoption of the Project Plan and the apportionment of incremental ad
valorem and sales tax revenues; and
WHEREAS, the Project Plan authorizes the allocation of incremental revenues to
an apportionment fund to be used to pay authorized Project Costs, including public
infrastructure, facilities, and improvements, and assistance in development financing;
and
WHEREAS, in order to provide guidance regarding the allocation of assistance in
development financing authorized by the Project Plan, it is appropriate and desirable
to have an implementation document that describes general guidelines for such
allocations; and
WHEREAS, City staff and its consultants have created such implementation
document entitled Policy Guide; and
WHEREAS, the City hereby finds that the proposed Policy Guide is appropriate,
desirable, should be approved, and utilized by City staff for the implementation of the
Project Plan and Increment District No. 1.
THAT:
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF OWASSO,
Section One:
The Policy Guide is hereby approved and City staff is hereby
directed to utilize the Policy Guide for the implementation of the
Project Plan and Increment District No. 1.
Section Two:
Consistent with the Policy Guide, City staff is hereby authorized to
accept and review applications for assistance in development
financing submitted pursuant to the Policy Guide and to take
such other actions as may be necessary or appropriate to
analyze such applications.
Section Three:
City staff is hereby directed to negotiate the terms of
development agreements consistent with the Policy Guide based
upon submitted applications and to submit such development
agreements to the Owasso Public Works Authority for
consideration and approval, as appropriate.
Section Four:
City staff is hereby authorized to take such actions as may be
necessary or appropriate, including making minor amendments
and revisions to the Policy Guide, applications, and forms for
administrative purposes, to implement this approval and the
provisions of the Policy Guide.
PASSED AND APPROVED this 4th day of April, 2017.
(SEAL)
Sherry Bishop, City Clerk
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
Lyndell Dunn, Mayor
CITY OF OWASSO
RESOLUTION 2017 -02
A RESOLUTION OF THE CITY OF OWASSO, OKLAHOMA, DETERMINING THE
SALES TAX BASE OF INCREMENT DISTRICT NO. 1, CITY OF OWASSO, AND THE
FORMULA FOR DETERMINING THE SALES TAX INCREMENTS GENERATED FROM
THE INCREMENT DISTRICT
WHEREAS, the City of Owasso, Oklahoma ( "City "), pursuant to the Oklahoma
Local Development Act, 62 O.S. §850, et seq. ( "Act "), adopted Ordinance 1093,
effective December 20, 2016, approving the Owasso Redbud District Project Plan
( "Project Plan ") and establishing Increment District No. 1, City of Owasso, a sales tax
and ad valorem increment district ( "Increment District ") as of that same date; and
WHEREAS, Section 853(9) of the Act provides that a portion of sales taxes, other
local taxes or local fees collected each year, reasonably determined by a formula
approved by the governing body to be generated by the project, may be
apportioned for specific project costs or as a specific revenue source for other public
entities in the area in which the project costs take place; and
WHEREAS, the Constitution of the State of Oklahoma, Article 10, Section 6C,
which the Act implements, provides that a direction of apportionment may be
prospective and may continue for one or more years, and apportioned tax increments
may be pledged beyond the current fiscal year for the repayment of indebtedness of
public entities; and
WHEREAS, the Project Plan and Ordinance 1093 provide that the increment of
tax revenues generated from the Increment District shall be apportioned to pay project
costs under Section VIII of the Project Plan, and that the sales tax increment generated
from within the Increment District shall be determined by a formula to be approved by
resolution of the City Council in accordance with the Act; and
WHEREAS, the proposed formula for determining the sales tax increment
generated from within the Increment District is reasonable, appropriate, desirable, and
should be approved.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF OWASSO,
THAT:
Section One: Pursuant to the Act and Ordinance 1093, the sales tax increment
generated from within the Increment District shall be determined
by the formula set forth below, which is hereby approved by the
City Council.
Section Two: The sales tax increment is two percent (2 %) of the gross proceeds
or gross receipts derived from the commercial retail transactions
from new businesses in the Increment District that are taxable
under the sales tax code of Oklahoma (including any and all
amendments thereto and revisions thereof).
Section Three: The sales tax base for the Increment District is $0.00.
Section Four: Pursuant to Section 6C of Article X of the Constitution of the State
of Oklahoma and the Act, the direction of apportionment shall
continue beyond the current fiscal year for the period of the
Increment District, as determined by law.
Section Five: In determining the sales tax generated by the Increment District,
the City shall employ reasonable and consistent accounting
procedures in order to reflect, as accurately and fairly as possible,
sales tax revenues attributable to the activities within the
Increment District.
PASSED AND APPROVED this 4th day of April, 2017.
Lyndell Dunn, Mayor
(SEAL)
Sherry Bishop, City Clerk
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
' CENTER FOR ECONOMIC
Flo DEVELOPMENT LAW
MEMORANDUM
To: Warren Lehr, City Manager, City of Owasso
From: Emily K. Pomeroy
Date: March 2, 2017
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Lenil�r i4. Pcrlcro�
Lisa M. Sisrdasi
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Re: Policy Guide Assistance in Development Financing Provisions
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The purpose of this memorandum is to discuss the application of assistance in
development financing, as summarized in the proposed Policy Guide, specifically in relation
to investments made by property owners or developers in the amount of less than $200,000.00.
Background
The Policy Guide, currently being reviewed by City staff and City Council, is a
proposed working document to assist in the implementation of the Owasso Redbud District
Project Plan ( "Project Plan ") and Increment District No. 1, City of Owasso ( "Increment
District'), adopted by City Council on December 20, 2016, by Ordinance 1093. The Policy
Guide is meant to provide a statement of the method of calculating and means of providing
assistance in development financing, as authorized by the Project Plan. However, there are
certainly instances where it may be appropriate and desirable to deviate from the Policy Guide.
Indeed, the Policy Guide itself states that should the provisions of a development agreement
or contract approved by the City or the Owasso Public Works Authority deviate from the
provisions of the Policy Gide, the development agreement or contract will control.
The Concern
The Policy Guide provides for and defines three categories of assistance in
development financing: Development Project Assistance, Small Business Enhancements, and
Employment Generation Assistance. Project Development Assistance may be provided to
property owner developers making an investment in the amount of more than $200,000.00.
Small Business Enhancements, in a maximum amount of $1,500.00, may be provided to
businesses who make $3,000 or more in improvements to or near the exterior of the building
in which they are located.
In its February 14, 2017, City Council Study Session, there was discussion among the
City Council and staff about the fact that the Policy Guide does not specifically provide for
assistance to property owners that make improvements to their properties, but do not meet the
threshold $200,000.00 amount. The concern is that the $1,500.00 Small Business
Enhancement will be insufficient in these instances. In other words, the posed question is why
Warren Lehr
March 2, 2017
Page 2
not provide a higher level (more than $1,500.00) of assistance in development financing to
those making investments of more than $3,000, but less than $200,000.00.
The short answer is that, based on our experience with other area -wide development
efforts, the Increment District will not be successful if the increment generated is spent
assisting projects that do not make a large and significant impact on the area. The goal of the
Project Plan is to assist the most impactful developments that, by their existence, will create
the market necessary for development to occur on its own in the Redbud District. The
Development Project Assistance and the Small Business Enhancements are two separate and
distinct categories. The Development Project Assistance is the real driver of development
success. The Small Business Enhancements are good, albeit modest, signals of support for
businesses in the Redbud District.
The Proiect and the Public Assistance
The impetus for the Project Plan was the Downtown Overlay District Plan. By its
language, the Downtown Overlay District Plan specifically encourages and promotes higher
density and mixed uses. It lays out the vision for the downtown: urban building orientation,
zero lot line setbacks, and uses that include a mix of retail, office, residential, multi - family
developments, and enhancement of the public space. That vision is intentionally bold and a
significant change from most of the development that currently exists downtown. The Project
Plan seeks to provide public assistance to projects that meet the bold vision of the Downtown
District Overlay Plan. While it is difficult to determine what will be the most meaningful
projects, setting a threshold amount is a way to try to assure that overall investment will be
significant, not only in the amount of new property taxes generated, but in impact on the
Redbud District and the community as a whole. That is why the $200,000.00 (based on
estimated costs to construct a marketable duplex) benchmark investment amount is important.
While lower levels of private investment may produce increases in ad valorem, there
are a number of goals in the Project Plan that are more than simply increases in ad valorem.
They include density, form, design, and creating a sense of destination. The type and scale of
development that the Project Plan intends to stimulate will require significant private
investment. A face lift or simple renovation to an existing building is not the bold and
significant development that the Project Plan or the Downtown Overlay District Plan
envisions.
Further, smaller investments will not increase property values to a level that the
projected increment generation and overall potential of the Increment District can be realized.
In analyzing development potential, sites likely to see large -scale and significant development
were used to calculate the taxable assessed value increases and estimate increment potential.
Of course, not every property in the Increment District will experience a large renovation or
demolition with new construction. Smaller investments will occur, and that will be good for
the Increment District overall. However, not every investment made, particularly those that
do not meet or exceed the City's development goals for the Redbud District as stated in the
Downtown Overlay District Plan and the Project Plan, should be incentivized. That approach
is unlikely to produce sufficient increment to fund the Project Costs authorized by the Project
Warren Lehr
March 2, 2017
Page 3
Plan. If generated increment is used to provide assistance in development financing to projects
with lower levels of private investment, opportunities for larger projects with higher amounts
of private investment and thus higher amounts of increment generated and community impact
will be unavailable.
To fully realize the development potential and increment generation projected in the
Project Plan, assistance in development financing needs to be provided to only those large -
scale, highly- desired projects making a significant positive impact on the Redbud District
consistent with the vision of the Downtown Overlay District Plan. For each project,
development agreements will state the terms of the available public financial assistance and
will ensure that the Owasso Public Works Authority has input and approval on the quality,
type, and scale of development that the City wants to encourage. The agreements will
contractually obligate property owners to push prospective developments in terms of design,
street front presence, and density. Incentivizing development that does not make the Redbud
District the walkable, pedestrian - friendly, unique place that the City desires greatly decreases
the potential benefits of tax increment financing. The Project Plan and the Policy Guide are
set up to maximize the potential of the Increment District and incentivize large- scale,
significant projects.
Conclusion
The Policy Guide is meant to provide implementation and administrative guidance. As
mentioned above, there may be instances when it is appropriate and desirable to deviate from
the Policy Guide. It may be that there is a project of less than $200,000.00 investment, but
that provides an important improvement to the Redbud District, that the City finds appropriate
and desirable to assist. This is the City's choice, and it is not prohibited by the Policy Guide.
However, in our view, those instances should be the exception and not the rule. The Policy
Guide should encourage the highest and best use of property within the Increment District.
We are happy to have the opportunity to address this issue and are excited that the City
is exploring all possible ways to implement the Project Plan and develop the Redbud District.
If we can address additional questions, please do not hesitate to contact us.
Adopted December 20, 2016
OWASSO REDBUD DISTRICT PROJECT PLAN
INCREMENT DISTRICT NO. 1, CITY OF OWASSO
PREPARED BY:
THE CITY OF OWASSO, OKLAHOMA
G \TY OF OWA O
_ - �'y
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\NO OFyTHE
WITH THE ASSISTANCE OF:
CENTER FOR ECONOMIC DEVELOPMENT LAW
301 North Harvey, Suite 100
Oklahoma City, Oklahoma 73102
(405) 232 -4606
econlaw @econlaw.com
OWASSO REDBUD DISTRICT PROJECT PLAN
I. INTRODUCTION
The Owasso Redbud District Project Plan is a project plan as defined under the Oklahoma Local
Development Act, 62 O.S. §850, et seq., and is referred to here as the "Project Plan." The project is
being undertaken by the City of Owasso, Oklahoma ( "City ") to develop the area surrounding Main
Street, known as the Redbud District, achieve the City's development objectives, improve the quality of
life for its citizens, stimulate private investment, and enhance the tax base. At the heart of this project is
the creation of the Redbud District as a special and unique place within Owasso, a place to live, work,
shop, and play. Beginning with the Downtown Master Plan in 2001, the City has prioritized the revival of
its Main Street and surrounding area. Since that time, through several planning documents, including
approval of the Downtown Overlay District promoting smart development in the area, and robust
branding, the Redbud District is ripe for its transformation. The City, through this Project Plan, is
continuing its effort to revive its downtown and make the Redbud District a destination area for
residents and visitors
The effort to create such a place requires public assistance to stimulate private development.
This Project Plan is a critical element in fostering public - private partnerships to create the type of
development that the City seeks but can achieve only by means of the financing tools available under
the Oklahoma Local Development Act, including tax increment financing. An increment district provides
funding for public sector costs to stimulate private development and provide improvements to and
beautification of the area to create the dense, high - quality development that the City contemplates.
The project will be financed from a combination of public and private sources, including apportionment
of ad valorem and sales tax increments from Increment District No. 1, City of Owasso.
II. BOUNDARIES OF PROJECT AREA AND INCREMENT DISTRICT
The Project Area is the area in which project activities will take place and is generally located
within the following boundaries: beginning at the western terminus of North Carlsbad Street, east along
West 3rd Street to the east side of North Atlanta Street, north one lot, then east one lot, then north to
West 4th Street, then east along West 4th Street to North Main Street, south to one lot north of West
3rd Street, then east along West 3rd Street to one lot before Cedar Street, south to East 2nd Street, then
east along East 2nd Street to the west Owasso Expressway service road, then south along Owasso
Expressway to East 71st Street, west generally along East 71st Street to South Main Street, north to
West 5th Avenue, west to North Mingo Road, north along Mingo Road to West 2nd Avenue (E 76th St
N), east along West 2nd Avenue to the western side of the Owasso Sertoma Center, north to the
railroad tracks, then across the railroad tracks back to North Carlsbad Street and West 3rd Street.
The Increment District is designated Increment District No. 1, City of Owasso, and is the area
from which the increment is generated. Increment District No. 1 is the same area as the Project Area.
The Project Area and Increment District No. 1 boundaries are depicted on Exhibit A. The Project Area
and Increment District No. 1 boundaries are described on Exhibit B.
1
III. ELIGIBILITY OF PROJECT AREA
Most of the Project Area is an enterprise area, as defined by the Oklahoma Local Development
Act. It lies within an enterprise zone, designated by the Oklahoma Department of Commerce to be a
disadvantaged portion of the City of Owasso. All of the Project Area is a reinvestment area, as defined
by the Oklahoma Local Development Act. Public improvements are required to reverse economic
stagnation or decline, to serve as a catalyst for expanding employment, to attract investment, and to
preserve and enhance the tax base.
Investment, development, and economic growth in the area are difficult, but possible if the
provisions of the Oklahoma Local Development Act are used. The Project Area is unproductive,
undeveloped, underdeveloped, or blighted within the meaning of Article 10, §6C of the Oklahoma
Constitution, and suffers from conditions inhibiting development.
IV. OBJECTIVES
The principal objectives of the project and Increment District No. 1 are:
A. To achieve development goals and objectives for the Redbud District contained in the
Downtown Master Plan, the Downtown Overlay District Plan, and the GrOwasso 2030
Land Use Master Plan.
B. To preserve and enhance the tax base and make possible investment, development, and
economic growth that would otherwise be difficult without the project and the
apportionment of incremental ad valorem and sales tax revenues.
C. To support the creation of attractive, high - quality, and viable mixed -use developments
to draw residents and visitors.
D. Where appropriate, to support the development, improvement, and /or expansion of
light industry to increase employment.
E. To encourage existing property and business owners in the Redbud District to invest and
to attract new investment and business to the Project Area.
F. To provide start-up and incubator space to new and expanding businesses and to
promote small- business - friendly opportunities for innovation and collaboration in the
Project Area.
G. To stimulate and promote the Redbud District as a walkable, vibrant destination.
N. To provide a public benefit through the construction of public infrastructure and
improvements to allow for the development of the area.
V. STATEMENT OF PRINCIPAL ACTIONS
Implementation actions for the project, including all necessary, appropriate and supportive
steps, will consist principally of the following:
2
A. Project planning, design and approval.
B. Public infrastructure improvements.
C. Development of mixed -use projects, as well as retail, restaurant, residential, and office
projects.
D. Enhancement of existing businesses and encouragement of new businesses.
E. Creation of start -up and incubator spaces for new and expanding businesses.
VI. ESTABLISHMENT OF INCREMENT DISTRICT NO. 1, CITY OF OWASSO
A. This Project Plan creates Increment District No. 1, City of Owasso, an ad valorem and
sales tax increment district.
B. The sales tax increment is a portion of the City's sales taxes generated within Increment
District No. 1, to be determined by a formula to be approved by resolution of the Owasso City Council in
accordance with the Oklahoma Local Development Act.
C. The ad valorem increment is the ad valorem revenue in excess of the revenue generated
by the base assessed value of Increment District No. 1 (as determined by the Tulsa County Assessor in
accordance with the Oklahoma Local Development Act), i.e., the new revenue attributable to increases
in the value of property within Increment District No. 1.
D. The ad valorem and sales tax increment may be used to pay Project Costs authorized by
Section VIII of this Project Plan for a period not to exceed twenty -five (25) fiscal years from the effective
date of Increment District No. 1, as provided by law, or the period required for payment of the Project
Costs authorized by Section VIII, whichever is less. During the period of apportionment, the tax
apportionment fund (1) shall be available to pay Project Costs under Section VIII, (2) shall constitute
special funds of the City, or, at the direction of the City, the Owasso Public Works Authority, a public
trust, or another public entity designated by the City, and (3) shall not be subject to annual
appropriation as a part of the general fund of the City.
VII. PROJECT AND INCREMENT DISTRICT AUTHORIZATIONS
A. The City is designated and authorized as the principal public entity to carry out and
administer the provisions of this Project Plan and to exercise all powers necessary or appropriate
thereto as provided in the Oklahoma Local Development Act, 62 O.S. §854.
B. The Owasso Public Works Authority (OPWA), or another public entity designated by the
City pursuant to Section VI, is authorized and designated to carry out implementation actions for the
project, including all necessary, appropriate, and supportive steps pursuant to development agreements
with private developers. Such public entity is also authorized and designated to carry out those
provisions of the project related to issuance of bonds or notes as provided in Sections 854(B) and 863 of
the Oklahoma Local Development Act, subject to approval of the governing body of the City of any
3
specific notes or bonds. OPWA is authorized to assist in carrying out this Project Plan and to exercise all
powers necessary or appropriate thereto pursuant to Section 854 of the Oklahoma Local Development
Act, except for approval of this Project Plan and those powers enumerated in paragraphs 1, 2, 3, 4, 7, 13
and 16 of Section 854. As a public entity designated by the City, OPWA or another public entity
designated by the City is authorized to: (1) issue tax apportionment bonds or notes, or both; (2) pledge
revenues from current and future fiscal years to repayment; (3) incur Project Costs pursuant to Section
VIII of this Project Plan; (4) provide funds to or reimburse the City for the payment of Project Costs and
other costs incurred in support of the implementation of the project; and (5) incur the cost of issuance
of bonds for payment of such costs and to accumulate appropriate reserves, if any, in connection with
them. Project Costs shall mean (a) the public costs authorized to be paid pursuant to Section VIII of this
Project Plan, and (b) costs necessary or appropriate to implement this Project Plan other than costs
authorized by Section VIII, which may be authorized without amendment to this Project Plan.
C. The City Manager, Warren Lehr, or his successor in office shall be the person in charge
of implementation of the Project Plan in accordance with the provisions, authorizations, and respective
delegations of responsibilities contained in this Project Plan.
Vlll. BUDGET OF ESTIMATED PROJECT COSTS TO BE FINANCED BY TAXES APPORTIONED FROM
INCREMENT DISTRICT NO. 1, CITY OF OWASSO
A. The Project Costs will be financed by the apportionment of ad valorem and sales tax
increments from Increment District No. 1. The Project Costs categories are:
Assistance in Development Financing $ 13,800,000.00
Public Infrastructure, Facilities, and Improvements $ 3,000,000.00
Implementation and Administration $ 200,000.00
TOTAL Project Costs $ 17,000,000.00
Plus any financing costs, costs of issuance, necessary or appropriate reserves, and interest on repayment
of Project Costs.
B. Additional costs necessary or appropriate to implement this Project Plan that are to be
financed by other than apportioned tax increments may be approved by the City at any time. The
provisions of this Section VIII are not a limitation on Project Costs to be financed by other than
apportioned tax increments.
C. Assistance in Development Financing will be provided only for projects that are
determined, in the City's and /or OPWA's discretion: (1) to meet the City's approved development goals
and objectives for the Project Area, as expressed from time to time in the City's plans and policies, and
(2) to provide adequate consideration and public benefit in return for the public investment.
4
IX. FINANCING PLAN AND REVENUE SOURCES
A. Financing Plan.
Some public improvements, in anticipation of private investment, will be funded by the City
from sources other than apportioned tax increments, which may be reimbursed once increment is
generated by the development within Increment District No. 1.
Private developers within the Project Area may be required to construct the necessary
improvements for specific projects at their initial expense. The financing of private developments will
be provided by private equity and private financing. Most Project Costs incurred in connection with the
implementation of the Project Plan will be financed on a pay -as- you -go basis.
B. Financing Authorizations.
Without assistance, development of this type and on this scale within the Project Area would
not occur. The implementation of the Project Plan shall be financed in accordance with financial
authorizations, authorized from time to time by the City.
C. Financing Revenue Sources.
The revenue sources expected to finance Project Costs authorized by Section VIII are the
incremental ad valorem and sales tax revenues attributable to investment and development within
Increment District No. 1.
D. Financial Reports and Audits.
The development activities undertaken by the City, pursuant to this Project Plan, shall be
accounted for and reported by the appropriate and necessary annual fiscal year audits and reports.
E. Other Necessary and Supporting Costs.
OPWA or another public entity designated by the City pursuant to Section VI, is authorized to
issue bonds and notes and to apply for and obtain grants from other sources for costs incurred or to be
incurred in connection with the project and the construction of improvements therein in addition to
Project Costs to be financed pursuant to Section VIII.
X. PRIVATE AND PUBLIC INVESTMENTS EXPECTED FOR THE PROJECT
A. Private and Public Investments Expected from the project and Increment District No. 1.
The total private investment in the Project Area if fully realized is estimated to exceed
$100,000,000.00. Private investment in Increment District No. 1 is expected to consist of new mixed -use
developments, expansion of existing businesses, creation of new businesses, development of new retail,
restaurant, residential, and office projects, and light industrial development (where appropriate). Public
investment will include public infrastructure improvements and assistance in development financing to
support private investment and enhance new and existing businesses.
G
B. Public Revenue Estimated to Accrue from the Project and Increment District No. 1.
The estimated incremental increases in tax revenue, which will serve as the revenue source for
financing the Project Costs authorized by Section VIII, is the public revenue directly attributable to the
project described herein. Both the City and the State will experience increases in tax revenues that are
not a part of Increment District No. 1. Ad valorem taxing entities will experience additional revenues
from increasing values within the surrounding area but outside of Increment District No. 1.
Incremental sales tax revenues are estimated to range between $35,000 and $75,000 annually.
Incremental ad valorem revenues are estimated to range between $280,000 and $1,350,000 annually.
Total incremental revenues estimated to be generated over the 25 -year lifespan of Increment District
No. 1 range between $18,000,000 and $25,000,000.
The developments anticipated by the project will not result in a measurable increase in demand
for services by or in costs to the affected taxing entities. The economic benefits of the project for the
affected taxing jurisdictions indicate positive financial impacts for the entire community. The aggregate
impacts from implementation of the Project Plan are positive and include the achievement of the
objectives set forth in Section IV.
XI. LAND USE
Existing uses and conditions of real property in Increment District No. 1 are shown on the
attached Exhibit C. A map showing the proposed improvements to and proposed uses of the real
property in Increment District No. 1 is attached Exhibit D. Implementation of the Project Plan requires
no changes to the GrOwasso 2030 Land Use Master Plan or zoning. The Project Plan complies with the
objectives and priorities of the GrOwasso 2030 Land Use Master Plan.
E
Exhibit A
Project Area and Increment District No.1 Boundaries
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Exhibit B
Project Area and Increment District No. 1 Boundaries Legal Description
Section A
Beginning at the southeast corner of Lot 6, Block 1 of the Owasso Industrial Park, a subdivision
in the City of Owasso, Tulsa County, Oklahoma, Thence west along said south lot line a distance
of 57 feet, thence north along said lot line a distance of 283 feet, Thence west along south lot of
said lot a distance of 490 feet, Thence north along said lot line a distance of 24 feet, Thence
west along said lot line a distance of 41 feet, Thence north along said lot line a distance of 240.2
feet to the northwest corner of said Lot 6, Thence to a point 17.45 feet north and 50.26 feet
west of northwest corner of said Lot 6, Thence west a distance of 393.5 feet to a point 149.63
feet south of the southwest corner of Lot 1, Block 1 of Owasso Industrial Parks Phase IV, a
subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence north a distance of 332.1
feet to the Northwest corner of said Lot 1, Block 1, Thence east a distance of 87.7 feet to a
point on the north lot line of said Lot 1, Block 1, Thence north a distance of 255 feet to a point
165 feet south and 310 feet east of the southwest corner of Lot 5, Block 1 of Ivadel, a
subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence west a distance of 310 feet
to a point 165 feet south of said Lot 5, Block 1, Thence north a distance of 495 feet to the
northwest corner of Lot 1, Block 1, of Ivadel, a subdivision in the City of Owasso, Tulsa County,
Oklahoma, Thence west a distance of 457.07 feet to the southwest corner of Lot 4, Block 34,
Owasso Original Town, a subdivision in the City of Owasso, Tulsa County, Oklahoma, also a
point on the east right -of -way line of the Southern Kansas Oklahoma Railroad right -of -way,
Thence north along said railroad right -of way a distance of 994.2 feet, Thence continuing north
along said railroad right -of -way a distance of 385.2 feet, Thence north a distance of 55 feet
along the quarter section line to a point on the east right -of -way of said railroad, thence
northwest along said railroad right -of -way a distance of 95.2 feet, Thence west a distance of
35.7 feet along said railroad right -of -way, Thence northwest along said railroad right -of -way a
distance of 331.4 feet, Thence east a distance of 141.8 feet to a point on the east right -of -way
of said railroad, also a point on the south right -of -way of West Broadway Street, Thence
northwest along said railroad right -of -way a distance of 1213.8 feet to the to the northwest
corner of Lot 11, Block 8, of Greenlees, a subdivision in the City of Owasso, Tulsa County,
Oklahoma, Thence east along said north line of said subdivision a distance of 202.94 feet to the
southwest corner of Lot 10, Block 5, of Starlane, a subdivision in the City of Owasso, Tulsa
county, Oklahoma, Thence north along the west line of said Lot 10 a distance of 125 feet to the
northwest corner of said Lot 10, also a point on the south right -of -way of West Third Street
North, a street in the City of Owasso, Thence east along said right -of -way a distance of 885.1
feet to the northwest corner of Lot 4, Block 6, Owasso Original Town, a subdivision in the City of
1
Owasso, Tulsa County, Oklahoma, Thence north along the east right -of -way of North Atlanta
Street West a distance of 138.1 feet to the northwest corner of Lot 2, Block 3 of the said
subdivision, Thence east a distance of 162.1 feet to the southeast corner of Lot 16, Block 2, of
Crestview Estates, a subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence north a
distance of 150 feet to a point on the east line of Lot 14, Block 2 of said subdivision, Thence east
5 feet to a point on the east line of Lot 14, Block 2 of said subdivision, Thence north 340.4 feet
to the northeast corner of Lot 9, Block 2 of said subdivision, Thence east 18.73 feet to the
southeast corner of Lot 1, Block 2 of said subdivision, Thence north along the east line of said
Lot 1 a distance of 139.07 feet to the northeast corner of said lot, also a point on the south
right -of -way line of West Fourth Street North, a street in the City of Owasso, Thence east
along said south right -of -way line a distance of 121.2 to a point on the west right -of -way line of
North Main Street, a street in the City of Owasso, Thence south along said west right -of -way
line a distance of 305 feet, Thence east a distance of 75 feet to a point on the east right -of -way
line of North Main Street, a street in the City of Owasso, Thence south along the said east right -
of -way line a distance of 5 feet, Thence west 75 feet to a point on the west right -of -way of said
street, Thence south along the said west right -of -way a distance of 95 feet, Thence east along
said west right -of -way a distance of 5 feet, Thence south along said west right -of -way a
distance of 80.38 feet, Thence east a distance of 70 feet to a point on the said east right -of -way
line, Thence south along said east right -of -way a distance of 150 feet, also a point on the north
line of Lot 2, Block 2, of Owasso Original Town, a subdivision in the City of Owasso, Tulsa
County, Oklahoma, Thence east a distance 653.2 feet to the northeast corner of Lot 1, Block 1
of said subdivision, Thence south a distance of 453.85 feet to the southwest corner of Lot 13,
Block 6, of Wilawood, a subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence east
a distance of 1,190.2 feet to the southeast corner of Lot 15, Block 5 of said subdivision, also a
point on the west right -of -way of the Mingo Valley Expressway, Thence south along said right -
of -way a distance of 210 feet to northeast corner of Lot 1, Block 1, Forrest Drive Industrial Park,
a subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence south along east line of
said Lot 1 a distance of 75.5 feet, Thence southwest a distance of 604.82 feet to the southeast
corner of Lot 6, Block 1, of Forrest Drive Industrial Park, a subdivision in the City of Owasso,
Tulsa County, Oklahoma, Thence west along the south line of said Lot 6, a distance of 47.58
feet, Thence south along the right -of -way of Mingo Valley Expressway a distance of 161.4 feet,
thence southwest along said right -of -way a distance of 235.4 feet, thence southwest along said
right -of -way a distance 159.1 feet, Thence west along said right -of -way a distance of 208.3 feet,
Thence south along said right -of -way a distance of 113.2 feet, Thence west 247.8 feet along
said right -of -way to the southwest corner of Safeway, a subdivision in the City of Owasso, Tulsa
County, Oklahoma, Thence south 110.56 feet to the northeast corner of Lot 1, Block 1,
Dogwood Center, a subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence south
along said lot east line a distance of 37.5 feet, Thence east a distance of 257 feet to the
`A
northeast corner of Lot 1, Block 2, Owasso Business Park, a subdivision in the City of Owasso,
Tulsa County, Oklahoma, Thence south along the east line of said lot a distance of 125 feet,
Thence east along the north line of said lot a distance of 200 feet to the northeast corner of
said Lot 1, Thence southwest a distance of 247.06 feet to the southeast corner of said Lot 1,
Thence continuing southwest a distance of 42.94 feet to a point on the east line of Lot 4, Block
2, of said subdivision, Thence southwest a distance of 303.51 feet to the southeast corner of Lot
5, Block 2 of said subdivision, Thence east a distance of 163.68 feet to the southwest corner of
Lot 2, Block 3, of said subdivision, Thence northeast a distance of 246.55 feet to a point on the
west line of Lot 1, Block 3, of said subdivision, Thence north a distance of 250.56 feet to the
northwest corner of said Lot 1, Thence southeast a distance of 35.49 feet to the northeast
corner of said Lot 1, Thence southeast a distance of 455.7 feet to the southeast corner of Lot 2,
Block 3 of said subdivision, also a point on the west right -of -way line of Mingo Valley
Expressway, Thence southeast along the west right -of -way of Mingo Valley Expressway a
distance of 93.2 feet, Thence southeast along the west right -of -way of Mingo Valley Expressway
a distance of 225.1 feet, Thence south along west right -of -way of Mingo Valley Expressway a
distance of 796.9 feet to a point on the south right -of -way line of Fifth Avenue, a street in the
City of Owasso, Thence south along the west right -of -way of Mingo Valley Expressway a
distance of 786.60 feet, Thence west a distance of 586.68 feet to the southeast corner of Lot 6,
Block 1, Owasso Industrial Park, a subdivision in the City of Owasso, Tulsa County, Oklahoma,
the Point of Beginning, containing 207 acres, more or less.
Section B
Beginning at the northwest corner of Lot 1, Block 1, Atchison Topeka & Santa Fe, a subdivision
in the City of Owasso, Tulsa County, Oklahoma, Thence southeast along said lot line a distance
of 974.78 feet, Thence continuing southeast along the Southern Kansas Oklahoma railroad
right -of -way a distance 619.4 feet to a point on the north right -of -way of East 76th Street North,
a street in the City of Owasso, Thence continuing southeast along the said railroad right -of -way
a distance of 88.7 feet to a point on the south right -of -way of East 7611 Street North, Thence
continuing southeast along the said railroad right -of -way a distance of 510.6 feet, thence east
along said railroad right -of -way a distance of 19.6 feet to the east line of the N/2 NW /4 of
Section 31, T -21 -N, R -13 -E, Thence south a distance of 785.3 feet to the SE corner of said N/2
NW /4, Thence west along the south line of said N/2 NW /4 a distance of 2,633.6 feet to a point
on the east right -of -way of North Mingo Road, a street in Tulsa County, Thence north along said
east right -of -way of North Mingo Road a distance of 1261.4 feet to a point on the south right -
of -way of East 76th Street North, Thence east along said south right -of -way line a distance of
1318.1 feet, Thence north along said south right -of -way line a distance of 10.00 feet, Thence
3
east along said south right -of -way line a distance of 215.0 feet, Thence north a distance of 300
feet, Thence east a distance of 148 feet to a point on the west line of Lot 1, Block 1, Atchison
Topeka & Santa Fe, a subdivision in the City of Owasso, Tulsa County, Oklahoma, Thence north
along the west line of said Lot 1 a distance of 1150.6 feet to the northwest corner of Lot 1,
Block 1, Atchison Topeka & Santa Fe, the Point of Beginning, containing 94 acres, more or less.
4
Exhibit C
Existing Uses and Conditions
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Exhibit D
Proposed Improvements and Uses
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City mits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Karl A. Fritschen, MRCP, AICP, RLA
Chief Urban and Long Range Planner
SUBJECT: Project Application and Recommendation, Community Development Block
Grant (CDBG 2017/18)
DATE: March 31, 2017
BACKGROUND:
The primary national objective of the Community Development Block Grant (CDBG) Program is the
"development of viable urban communities by providing decent housing and a suitable living
environment, particularly for persons of low and moderate incomes." All project proposals
submitted for funding through the CDBG Program must document the achievement of at least one
of the following national objectives:
• Provide benefit to low and moderate income persons
• Aid in the prevention or elimination of slums or blight
• Meet other community development needs having particular urgency, posing a serious or
immediate threat to the health or welfare of a community
On February 10, 2017, the Indian Nation Council of Governments (INCOG), provided information
regarding the 2017 -18 CDBG application cycle. A completed application, which includes a public
hearing, resolution and cooperation agreement, is due no later than April 15, 2017. Owasso is now
part of an Urban County, and as such does not compete for the funding through the State
Department of Commerce.
Owasso will receive an allocation of approximately $128,827 for the 2017/18 CDBG funding cycle,
which does not require a local match. Additionally, the excess $22,406.90 not spent for the 2014/15
CDBG sidewalk project in Baptist Village will be rolled over and added to this year's funding cycle.
Therefore the total amount estimated to be available for 2017/18 CDBG cycle is $151,233.90.
PAST CDBG PROJECTS:
In the past, Owasso has utilized CDBG monies for sidewalk, sanitary sewer, street, and park
improvements. Two maps attached with this memo indicate past CDBG projects for the former
qualifying areas of geography. The current 2016 -17 funds are being used in the newly qualified
neighborhood of Hale Acres for replacement of old clay sanitary sewer lines.
PUBLIC HEARING:
During the application phase for the CDBG grant, a public hearing is required to solicit comments
from the public on possible projects. Such a public hearing was held at the March 21, 2017, City
Council meeting. There were no citizens who spoke at the meeting.
K401dLS1zl.1141a 103K.311i
The proposed project for 2017 -18 CDBG funding cycle is for continued replacement of sanitary
sewer lines in the Hale Acres neighborhood. Continuing the sewer line replacement work is a
priority in this neighborhood as it begins to address the infrastructure deficiencies from the
ground up.
The project will be designed in -house by the Engineering Division of Public Works. Because the
project is yet to be designed, it is unknown at this time as to how many linear feet of pipe can be
replaced. Last year's project began in the far southwest corner of the neighborhood and
worked north and east. A map has been provided with this memo indicating the general
location of the proposed improvements.
RECOMMENDATION:
Staff recommends approval of Resolution 2017 -03, requesting assistance from the Tulsa County
CDBG Urban County Program and approving an application identifying the installation of new
sanitary sewer lines in the Hale Acres subdivision as the preferred project for the 2017 -18 funding
cycle and authorizing the Mayor to execute all related documents.
ATTACHMENTS:
Resolution 2017 -03
CDBG Application
Map - Owasso CDBG Sanitary Sewer Replacement Locations
Map - CDBG Projects FY 2000 through 2015
CITY OF OWASSO
RESOLUTION 2017 -03
A RESOLUTION OF THE CITY OF OWASSO, OKLAHOMA, APPROVING
AN APPLICATION FOR THE 2017 COMMUNITY DEVELOPMENT BLOCK
GRANT (CDBG) TULSA COUNTY URBAN COUNTY
WHEREAS, the Housing and Community Development Act of 1974, as amended (24
U.S.C. 93 -383 et seq.), (the "Act'), provides that Community Development Block Grant,
( "CDBG "), funds may be used for the support of activities that provide decent housing and
suitable living environments and expanded economic opportunities principally for persons of
low- and moderate - income; and,
WHEREAS, CDBG Regulations 24 CFR 570.307(a) allow counties having a total
combined population of 200,000 or more from the unincorporated areas and participating
incorporated areas to qualify as an urban county; and,
WHEREAS, Title I of the Housing and Community Development Act of 1974, Public Law 93-
383, as amended, authorized the Secretary of Housing and Urban Development, as a
representative of the United States of America, to grant to Tulsa County funds and administrative
responsibility for the Tulsa County CDBG Urban County program; and
WHEREAS, a Cooperation Agreement between Tulsa County and the City has been
executed for the purpose of participation in the Tulsa County Urban County Community
Development Block Grant Program for Federal Fiscal Years 2017 - 2019.
NOW THEREFORE, BE IT RESOLVED by the City Council that the City of Owasso desires to obtain
assistance in addressing community development needs and hereby requests the Tulsa County
CDBG Urban County program to provide assistance.
NOW THEREFORE, BE IT FURTHER RESOLVED by the City Council that the City of Owasso affirms its
commitment to take all action within its power to facilitate the receipt of the assistance of
community development funds, and upon receipt to administer said grant by the rules and
regulations established by the United States of America, the State of Oklahoma, Tulsa County
and all empowered agencies thereof.
ADOPTED this 4th day of April, 2017, at the regularly scheduled meeting of the governing body, in
compliance with the Open Meeting Act, 25 O.S. §§ 301 -314 (2001).
Lyndell Dunn, Mayor
ATTEST:
Sherry Bishop, City Clerk
(SEAL)
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
FY2017 APPLICATION GUIDANCE
Due date for this Application is April 15, 2017
The CDBG program is authorized under Title I of the Housing and Community
Development Act of 1974, as amended.
The purpose of this Application Guidance is to provide assistance in preparing a
Community Development Block Grant application for the FY2017 Tulsa County
CDBG Urban County Program.
Eligible Entities
Entities included for FY2017 funding, the funding allocation to the entity, and the
percentage of low and moderate income population for each is listed below:
Proposed Percentage
Threshold Requirements for FY2017 Metro City Applications
Due to HUD'S desire for all Entitlements to dramatically increase their
expenditure rates and failure of select Entities to expend funds in a timely
manner, the following expenditure criteria have been established and will be
implemented for the FY2017 Application cycle. To submit an application for
FY2017, communities with open Metro Entities contracts must comply with the
following Threshold Requirements:
100% of 2014 grant expended;
50% of 2015 grant expended;
2016 Obligated through bid award or design process underway.
If the above expenditure requirements have not been met by April 1, 2017, the
community will not be eligible to submit an application. Staff will determine re-
allocation of funds.
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 1 of 6
Allocation
Low /Mod
Metro Entities
Amount
Population
Broken Arrow Infrast.
$348,515
24.60
Bixby
$71,837
18.38
Owasso
$128,827
23.27
Sand Springs
$78,398
28.97
Sapulpa
$130,955
43.73
Revolving Entities
Skiatook
$102,504
44.47
Sperry
$102,504
44.04
Threshold Requirements for FY2017 Metro City Applications
Due to HUD'S desire for all Entitlements to dramatically increase their
expenditure rates and failure of select Entities to expend funds in a timely
manner, the following expenditure criteria have been established and will be
implemented for the FY2017 Application cycle. To submit an application for
FY2017, communities with open Metro Entities contracts must comply with the
following Threshold Requirements:
100% of 2014 grant expended;
50% of 2015 grant expended;
2016 Obligated through bid award or design process underway.
If the above expenditure requirements have not been met by April 1, 2017, the
community will not be eligible to submit an application. Staff will determine re-
allocation of funds.
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 1 of 6
Applications should be submitted to:
INCOG
Claudia Brierre
2 West 2nd Street, Suite 800
Tulsa. OK 74103
cbrierre(a)incog.org
National Objective
The primary National Objective of the Community Development Block Grant
(CDBG) Program is the "development of viable urban communities by providing
decent housing and a suitable living environment, particularly for persons of low
and moderate incomes." All project proposals submitted for funding through the
CDBG Program must document the achievement of at least one of the following
National objectives:
• Provide benefit to low and moderate income persons.
• Aid in the prevention or elimination of slums or blight.
• Meet other community development needs having particular urgency,
posing a serious or immediate threat to the health or welfare of a
community.
Most CDBG applicants qualify their project activities under the National Objective
of benefit to low and moderate income persons. Applicants are cautioned that
qualifying a project under slum or blight or urgent need is a difficult process that
has very limited application and can only be used under special conditions and
circumstances. Therefore, you are urged to qualify your proposal under benefit to
low and moderate income persons. Applicants who qualify a proposal using slum
and blight or urgent need must receive guidance and approval from INCOG.
To qualify for CDBG funding under the National Objective of benefit to low and
moderate income persons, the proposed project activities must show a positive
or general improvement of living condition in a definable geographic target area
where at least 51% of the occupied households /homes are of low and moderate
income families. Low and moderate income families have an income equal to or
less than the current Section 8 low income limits established by the United
States Department of Housing and Urban Development (HUD). Each activity
proposed for funding with Community Development Block Grant(CDBG) dollars
claiming the National Objective of benefit to low and moderate income persons,
must provide data indicating the percentage of low and moderate income
beneficiaries.
Application Criteria
1. No matching funds are required.
2. No administration expenses will be funded with CDBG funds.
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 2 of 6
3. When planning projects for FY2017, be aware that accumulating more than 2
years of grant funding is not permitted.
4. Engineering is a permissible use of CDBG funds.
5. Income surveys of the project target area must be conducted. The use of
Census Tract or Block Group data to document the percentage of low and
moderate income beneficiaries for any CDBG funded activity should receive prior
INCOG review and approval.
6. Applicants must hold an application phase Public Hearing informing citizens of
the proposed project and submit documentation of the Public Hearing with this
application. Notice must be given at least 7 days prior to the public hearing by
publication in jurisdiction newspapers; or by posting at city halls. Acceptable
documentation consists of the affidavit of publication or a copy of the newspaper
article announcing the public hearing, or copy of certified posted notice. Tulsa
County has prepared a Citizen Participation Plan on behalf of the Urban County
communities; therefore, the individual community does not need to prepare a full
Citizen Participation plan.
7. Specific projects identified in the application must have cost estimates derived
from professional sources. Water and wastewater projects that require
Oklahoma Department of Environmental Quality construction permitting must
have certified cost estimates from a professional engineer licensed to work in
Oklahoma. For other types of projects, professional cost estimates may be
derived from architects, engineers, vendors, construction companies, or
appropriate personnel qualified to make such estimates.
Use of Funds
The CDBG Program funds a broad array of projects and activities including but
not limited to the following:
• Water and wastewater system improvements
• Solid waste
• Fire protection
• Streets
• Neighborhood Parks
• Housing activities including construction, emergency repair, rehabilitation
• Acquisition of real property for eligible public purposes
• Clearance, demolition and removal of buildings and improvements
• Senior citizen centers
• Gas and electrical system improvements
• Removal of architectural barriers associated with handicapped areas
• Storm water drainage improvements
• Economic Development
• Social services- (City of Broken Arrow only)
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 3 of 6
*Construction of ADA Sidewalks in non -low /mod census tracts is
not an eligible project beginning this year.
Guidance regarding eligibility requirements can be found in 24CFR 570.201 of
the Federal Housing and Community Development Act of 1974, as amended.
Proposal Guidance
Applicants are encouraged to contact the staff persons listed below with
questions regarding program requirements, project conceptualization, or any
portion of the Application Packet and /or Guidelines.
Claudia Brierre 579 -9431
Barbara Albritton 579 -9420
Steve Boettcher 579 -9453
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 4 of 6
Required Application Documents
1. Application Summary
This form contains information about the specific project and includes a
certification from the local government attesting to the accuracy and
completeness of the application. The certification form must be completed and
signed by the chief elected official of the local government.
2. Line Item Budget (Application Form Attachment A)
The description of project activities along with a budget (form provided as
Attachment A) should be as specific as possible as they will form the basis of
your contract. This Budget should match Professional Cost Estimates submitted
with the application.
3. Direct Project Beneficiary Income Survey (Survey Summary
Form Attachment B)
Income surveys for each proposed CDBG funded activity are a requirement
unless using census tract or block group data.
Determination of project beneficiaries:
City -wide- An activity which will serve the entire city (such as wastewater
treatment), provided that the city has a low and moderate income percentage at
or above 51 %. If the LMI percentage is below 51 %, an income survey with a
75% response rate must be provided.
Area benefit- An activity which benefits all the residents in a particular area
where at least 51 percent of the residents are low and moderate income
persons. Examples would include resurfacing of a collector street or
construction of a fire department substation.
Direct benefit- An activity which requires information on household size and
income so that it is evident that at least 51 percent of the clientele are persons
whose household income does not exceed the low and moderate income limit; or
an activity which has income eligibility requirements which limit the activity
exclusively to low and moderate income persons.
Presumed benefit- Benefit a clientele that is generally presumed to be
principally low and moderate income persons. Activities that exclusively serve a
group of persons in any one or a combination of the following categories may be
presumed to benefit 51 percent low- and moderate - income persons: abused
children, battered spouses, elderly persons, adults meeting the Bureau of the
Census' Current Population Reports definition of "severely disabled," homeless
persons, illiterate adults, persons living with AIDS, and migrant farm workers.
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 5 of 6
Guidelines to identify specific beneficiaries for various activities:
• Water or Wastewater Line Replacement or Rehabilitation. Those
households directly tapped to or receiving improved service from the lines.
Generally, beneficiaries are considered those persons residing in houses who
receive their water through new, replaced or upgraded lines, or houses that
discharge sewage into or through an improved collection line or main en route to
the treatment plant.
• New Wastewater or Water Extensions to Previously Un -served Areas. The
households /homes that will actually be connected to the wastewater or water line
extensions. Service to newly- constructed subdivisions will not be funded due to
environmental review requirements.
• Flood and Drainage Improvements. Households /homes within the recognized
drainage basin.
• Fire Protection. Households /homes (buildings, vehicles and equipment)
residing within the response area of the fire station; or using actual residential
calls made by a fire station over the prior 12 month period, conduct a survey of
those residences obtaining no less than 75% response rate.
• Senior Citizen Centers and Community Centers. Households /homes within
the designated service area of the proposed center. If there is only one center in
the community, the service area can be considered to be the entire community. If
there is more than one center, then the Applicant must delineate the service area
of each center. Senior Citizen Centers are presumed to benefit low and
moderate income persons.
• Demolition /Clearance /Removal of Junk and Debris and /or Abandoned
Inoperative Vehicles. Households /homes within the geographic area
designated to receive the focus of the demolition, clearance and /or removal
activities. Typically, the properties located within the geographic area designated
to receive the demolition /removal activities are considered to be beneficiaries.
• Provision of Accessibility for the Handicapped to Public Buildings.
The households /homes within the geographic area that receive services from the
assisted public building(s). Providing handicapped access to a city hall would
provide benefit to the households /homes in the entire city. Proposed
handicapped access activities in connection with limited clientele facilities are
presumed to benefit low and moderate income persons.
• Street Improvements /Sidewalk Improvements. The households /homes that
have at least one property line abutting the improvement.
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 6 of 6
4. Identification of Other Project Funding Sources (Application
Form Attachment C)
Match and leverage are not required for the grant, but should be identified if
applicable to the project.
5. Certified Engineering Reports and Professional Cost
Estimates (Application Form Attachment D)
Water and wastewater projects that require Oklahoma Department of
Environmental Quality construction permitting must have certified cost estimates
from a professional engineer licensed to work in Oklahoma. For projects not
requiring DEQ permits, professional cost estimates must be derived from
architects, engineers, vendors, construction companies, or appropriate personnel
to make such estimates, and submitted with the application.
6. Applicant Resolution (Application Form Attachment E)
Applications must include a Resolution passed by the governing body requesting
CDBG assistance from the Tulsa County Urban County program. A sample
Resolution is provided as Attachment E of the application.
Guidance
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 7 of 6
TULSA COUNTY URBAN COUNTY
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
Required Documents to be submitted with Applications
✓ W -9 Form
✓ Documentation of Current Registration in SAM
✓ Public Hearing Documentation: Affidavit of publication or certified posted
notice.
✓ Application Summary Page which includes
• Project Title
• Detailed Project Description
• Map with target area and Census Tract/BG clearly marked
• Number of population served
• Census Tract(s) and Block Groups(s) identified
✓ Application Certification
✓ Attachment A: Line Item Budget
✓ Attachment B: Income Survey Summary Form
• Completed form if Income Survey
• LM Percentage ( %) if using CT /BG data
✓ Attachment C: Other Project Funding Sources
✓ Attachment D: Certified Professional Cost Estimates /Engineering
Report
✓ Attachment E: Resolution
✓ Project Timeline
Application
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 1 of 2
TULSA COUNTY URBAN COUNTY
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
APPLICATION FOR FY2017 FUNDS
Name of Unit of Local Government City of Owasso, OK
Mailing Address PO Box 180
Physical Address 200 South Main
Owasso, OK Zip Code +4 74055 -0180
Phone Number 918.376.1515 Fax # 918.376.1597
FEW 73- 6069613
DUNS 51HJ8
Chief Elected Official Mayor Lyndell Dunn
Clerk Sherry Bishop
2. Name of Staff Contact Karl A. Fritschen
Phone Number 918.376.1545 E -mail kfritschen @cityofowasso.com
3. Project Title, Detailed Description of Project
(Attach additional detail as needed. Provide Map)
The project for the 2017/18CDBG funding cycle is continuation of the replacement of the
failing clay pipe sanitary sewer lines in the Hale Acres subdivision located in the NE
corner of the NE corner of Section 7, Township 21, Range 14 East in the City of
Owasso, OK. Pending engineering design will determine the extent of the project in
terms of length of new pipe to install. Engineering, design, and construction inspections
are expected to take place with City personnel, so the entire grant amount will be for
installation of the new pipe.
4. Number of population served: 816
❑ Census Tract/Block Group #
x Household Income Survey
5 Project Budget Summary:
CDBG Funds
Other Sources
Application
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 2 of 2
Hale Acres
Carry Over 2015
$ 128,827.00
$ 22,406.90
Total
Application
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 3 of 2
$ 150,533.90
TULSA COUNTY URBAN COUNTY
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
APPLICATION CERTIFICATION
The Applicant hereby certifies that all of the information contained in this application for
community development assistance through the Tulsa County CDBG Urban County
Program is true and accurate to the best of my knowledge and that all documentation
supporting the information in this application is on file in the official offices of this unit of
local government, available for review by Tulsa County /HUD during normal business
hours. The Applicant also affirms that none of the activities set forth in this application
have been initiated, nor shall they be initiated unless a grant has been awarded, a
contract fully executed, and notice has been issued by Tulsa County that release of
funds requirements have been met.
(Type) Name and Title of Chief Elected Official
[SEAL]
Signature of Chief Elected Official
State of Oklahoma
County of
Attest:
Subscribed and sworn to before me .2017.
Clerk
Application
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Page 4 of 2
Date
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
2017 TULSA COUNTY URBAN COUNTY
BUDGET
Name of Applicant:
Itemized Description of
Funding Source
Construction Activity
CDBG Grant
Sanitary Sewer Line Replacment
$150,533.90
Design and surrveying to be done
in -house by City staff.
Total Construction Activity
$150,533.90
Professional & Non Construction
Engineering/Architect Funds
$0.00
Inspection Funds
Other: Survey
0.00
Other: Publishing
0.00
Total Professional & Non Const.
$ -
Administrative Costs
Public Administrative Funds
$ - - - - - --
Direct Administrative Funds
$ - - - - - --
Total Administrative Costs
$ -
Total Project Costs $150,533.90
Funding Source
City
$0.00
Funding Source
Other
0
ATTACHMENT A
Total Project
Expenditures
$150,533.90
2017 Tulsa County CDBG Urban County If additional is space needed, attach additional sheet(s)
Budget
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
TULSA COUNTY URBAN COUNTY
DIRECT PROJECT BENEFICIARY INCOME SURVEY SUMMARY FORM
ATTACHMENT B
Activity Name: Hale Acres Sanitary Sewer Line Replacement Income Survey
COMPLETE THIS SECTION BY PLACING THE TOTAL NUMBER OF HOUSEHOLDS OBTAINED FROM THE HOUSEHOLD SURVEY IN EACH APPROPRIATE COLUMN
Insert County Income Levels
$34,400
$39,300
$44,200
$49,100
$53,050
$57,000
$60,900
$64,850
Number of People in Each Household
1
2
3
4
5
6
7
8
Below or Above the County
Income Levels
Below Above
Below Above
Below Above
Below Above
Below Above
Below Above
Below Above
Below Above
Total Number Of Households
19 2
27 17
35 7 3
33 2
26
2
11
0
3 1
0 0
Total Number of Occupied Households /Homes in Activity Target Area = 218
Total Number of Persons in Activity Target Area = 816
Total Number of Occupied Households /Homes Surveyed in Activity Target Area = 154
Total Number of Persons Accounted for by the Survey in the Activity Target Area = 577
Total Number of Households Below the Low and Moderate Income Level in the Activity Target Area = 138
Percentage of Total Households Below the Low and Moderate Income Level in the Activity Target Area = 89.6%
I hereby certify that the above information was obtained from the occupants of the addresses listed and the information is accurate:
City -wide Low and Moderate Income Level
(For use only when projects are of City-wide benefit.)
Signature of Chief Executive Official
(Seal]
Subscribed and sworn to before me
Commission
Community Development Block Grant (CDBG)
2017 Tulsa County Urban County
Beneficiary Income Survey Summary — Attachment B
20 17 My commission expires
Clerk /Notary Signature
HUD Census Data for Low and Moderate Income
Level for Block Groups, Enumeration Districts
or Census Tracts as Provided by HUD (For use
only when a project's target area boundaries are
identical to BG, ED or Tracts) %
2017.
Attachment C
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
TULSA COUNTY URBAN COUNTY
INDENTIFICATION OF OTHER PROJECT FUNDING SOURCES
Federal /State participation, if any (loans, grants, etc.) provide commitment letters.
Agency Purpose Amount Present Status Comment
Other sources and amount of project financing including applicant's local contribution, if any.
Agency
Purpose
Amount
Present Status Comment
El
Chief Elected Signature Date
Other Funding Sources — Attachment C
Community Development Block Grant
2017 Tulsa County Urban County
Page I of I
ATTACHMENT D
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)
2017 TULSA COUNTY URBAN COUNTY
Attach Certified Professional Cost Estimates /Engineering Report (where
applicable)
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Owasso CDBG Sanitary Sewer Replacement Localions
CITY Of OWASSO
111 N. Main Sweet
P.O. Box 180
Owasso, OK 74055
NO
HALE ACRES SUBDIVISION
1" = 752 ft Sub Title 10/29j2015 v e
s
his map represents a visual display or related geographic information. Data provided hereon is not a guarantee of actual field conditions. To be sure of complete accuracy,
please contact anasso staff for the most up-to -date Information.
INEE
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Line Replacement Project
Hale Acres FY 16 -17 CDBG Sewerl
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Owasso CDBG Sanitary Sewer Replacement Locations
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The City Wit out Limits.
TO:
Honorable Mayor and City Council
City of Owasso
FROM:
Karl A. Fritschen, RLA, AICP
Planning Manager
SUBJECT:
Utility Easement Closure Request
708 N. Atlanta, Montessori Academy
DATE:
March 31, 2017
BACKGROUND:
The City of Owasso received a request from Matthew L. Christensen for the complete closure
of a utility easement. The easement is located on the western side of an unplatted piece of
property beneath a large outbuilding that was built as part the church complex that
operated on the property for many years. The address of the property in question is 708 N
Atlanta. The Montessori Academy of Owasso is looking to occupy this property for its school
operations (SUP 17-01). The abstract on the property discovered the issue with the utility
easement. The easement needs to be closed and vacated to ensure clear title to the
property.
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.
Upon Council action to close the easement, it is suggested that the applicant take the
Ordinance to district court and file for vacation of the easement which will complete the
Closing process and remove it from the books.
TECHNICAL ADVISORY COMMITTEE:
The Technical Advisory Committee reviewed the request at their January 25, 2017, meeting.
No comments or concerns regarding negative impacts to utilities were expressed at the
meeting and there are no lines inside the easement.
RECOMMENDATION:
Staff recommends approval of Ordinance 1099, closing to the public use a utility easement
on unplatted property located at 708 N Atlanta.
rc\I/SANJA14k'I&I
Ordinance 1099
Area Map
Plat of Survey
CITY OF OWASSO, OKLAHOMA
ORDINANCE 1099
AN ORDINANCE CLOSING TO THE PUBLIC USE A UTILITY EASEMENT ON UNPLATTED
PROPERTY LOCATED AT 708 N. ATLANTA, OWASSO, OKLAHOMA,
WHEREAS, the City of Owasso, Oklahoma has deemed it necessary and expedient to
close to the public use a portion of a certain public utility easement herein attached as Exhibit
"A "; and,
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.
NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF OWASSO, OKLAHOMA,
THAT TO WIT:
Section 1.
All of the 10' utility easement which lies in a tract of land that is part of 708 North Atlanta,
Owasso, Oklahoma (as depicted on Exhibit "A ").
The same is hereby closed for public use as a utility easement.
Section 2. That all ordinances or parts of ordinances in conflict with this ordinance are hereby
expressly repealed.
Section 3. All ordinances, or parts of ordinances, in conflict with this ordinance are hereby
repealed to the extent of the conflict only.
Section 4. 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 5. The provisions of this ordinance shall become effective thirty (30) days from the date
of final passage as provided by state law.
Section 6. That there be filed in the office of the County Clerk of Tulsa County, Oklahoma, a true
and correct copy of this Ordinance.
(SEAL)
ATTEST:
PASSED AND APPROVED this 4th day of April, 2017.
Sherry Bishop, City Clerk
APPROVED AS TO FORM:
Julie Lombardi, City Attorney
Lyndell Dunn, Mayor
954491 EXHIBIT "A"
BOON g9ffiE UTILITY EASEMENT
KNOW ALL MEN BY THESE PRESENTS:
That the undersigned owner of the legal and equitable title to the following described real estate, for
and in consideration of value received, the receipt of which is hereby acknowledged, does hereby grant and
convey to the public, for public use, o perpetual easement through, over, under, and across the following
described property:
A) North 10 Feet and the South 15 Feet of a parcel of land beginning One hundred Eighty-
Five (185) Feet South of the Northeast Corner-of the Southeast Quarter of the North-
West (SEh MFk) Of Section Thirty (30), Township Itventy-one (21) Narth, Range Fourteen
(14) East of the Indian Base and Meridian, Was County, State of Oklahoma, according
to the U. S. Government Survey thereof; thence West One Hundred Fifty(I50)Feet,ttieuce -Sput1
One Hundred Fifty (150) Feet, thence East one Hundred Fifty (150) Feet, thence North One
Hundred Fifty (150) Feet to point of beginning.
R) North 10 Feet and the West 15 Feet and the South 15 Feet of a parcel land beginning at
at a point Nine Hundred Eighty-Five (985) Feet North and Four Hundred Twenty -two ppant
Six (422.6) Feet West of the Southeast (SE) Corner of the Southeast Quarter (SEA) of
the Northwest Quarter (Nd't) of Section Thirty (30), Township Twenty-one (21) North,
Range Fourteen (14) Fast of the Indian Base and Meridian, Tulsa County, Oklahoma, thence
West One Hundred Sixty-Nine point Four (169.4) Feet, thence North One Hundred Fifty (150)
Feet, thence East One Hundred Sixty-Nine point Four (169.4) Feet, thence South One Hundred
Fifty (150) Feet to the point of beginning, HATE ADDITION to Owasso, Oklahoma,. .cont'd on
ed pa�e,
for the purposes of permitting the construction of any and all public utilities, including, b alto ut not Inn edla
storm and sanitary sewers, natural gas and water lines, telephone and electric lines, cables, conduits, and pole
lines, thereon, through, over, under, and across sold property, together with all necessary and convenient
appurtenances thereto; and to use and maintain the same, and affording the owners and operators of the
above mentioned public utilities, their officers, agents, employees, and /or all persons under contract with them,
the right to enter upon said premises and strip of land for the purpose of surveying, excavating for, constructing,
operating, and maintaining such utility, and for terminating such use.
The public Is hereby given and granted possession of the above described premises for the purposes
aforesaid, and the undersigned, for himself, and his heirs, administrators, successors, and assigns, covenants
and agrees that no building, structure, or other above or below ground obstruction that will Interfere with the
purposes aforesaid, will be placed, erected, Installed, or permitted upon the above described premises; and
further covenants and agrees that in the event the terms of this paragraph ore violated by the undersigned,
or any person in privy with him, such violation will be corrected and eliminated immediately upon receipt
of notice from the above mentioned public utility, or that utility shall have right to correct and eliminate such
violation, and undersigned, his heirs, administrators, successors, and assigns, shall promptly pay the actual
cost thereof.
TO HAVE AND TO HOLD such easement unto the public forever.
Dated this tin• day of A,i)
ATTEST (SEAU;
es ent, r ee apt st- iTiurch
o so, c.
ecru 7.��ttt'h
STATE OF 0fttafn8 so, �IIIICC
COUNTY OF T+aCia } SS
Before me, the undersigned, a Notary Public In and for said County and State, i
n tii • n t.;.. y
q
of -�� , 1981 , personally appeared Ron HaCQ atl(PLar' }l
_., tome known to be the identidal prisb�; -�ffo � r ,.f -..
titetr executed i�e rpm •UtivsOw.'a'=
the foregoing instrument and acknowledged to me that Bc45,
free and voluntary act and deed for the purposes therein set forth. 7 ''i 91'1 f3 fld'.ikjiy`fsrl .'
GIVEN under my hand and seal the day and year lost obove, writ `C, ••.�Y ��).�?;; ._�4{
V.
My Commission Expires: _Xourmbeh 21at 1983 _
Notary uhlic
STATE OF Oklahoma
COUNTY OF "
Before me, thq.. u�enigned, a Notary P ,Fblic in and for sold County and State, an this r' day
of r++PP 19._tl._., personally appeared
to me known to be the identical petsorawho subscribed
the name of the maker thereof to the foregoinstrument as Its�tlB5id2atjS €F,.onyl','NdifflaWledged to me
that they_ executed the same as their free and voluof&%+ qgC enoased of such
corporation, for the uses and purposes therein set forth.
GIVEN under my hand and seal the day and year lost obove wr))tten. -'9-
My Commission Expires: Pw. zirr /9t'7„�('✓ �L��r'"
N'gtbevpubflo -y
DOOK4537rmF 993
EXHIBIT "A"
C) The �No th 1 Feeet Hundred eSouth 15 Feet and the Fast 10 Feet of a parcel of
Eighty'-W,.(985)Feet North and One Hundred Fifty
(150) Feet k@st of the Southeast Comer of the Soutbaset Quarter of the Ncrth-
west Quarter (SFA'NW of Section Thirty (30), Township Twenty-One (21) North,
Range Fourteen (14) Fast of the Indian Base and Meridian, according to the U,S.
Government Su: vey thereof, thence West Two Hundred Seventy -Two end Sixty
Hundredths (272.60) Feet, North One Hundred Fifty -(150) Feet, Fast Two Hundred
Seventy-Two and Sixty Hundredths (272.60) Feet, South One Hundred Fifty (150)
Feet to the point of beginning.
D) A 15 Foot wide tract with the center lire being located One Hundred Forty-Seven
and Sixty Hundredths (147.60) Feet [west in the parcel of land beginning Nine
Hundred Eighty-Five '(985) Feet North and One Hundred Fifty (150) Feet !Vest of
the Southeast Corner of the Southeast Quarter of the Northwest Quarter (SR h%>
of Section Thirty (30), Township Twenty-One (21) North, Range Fourteen (14) East
of the Indian Base.and Meridian according to the U. S. Goverment Survey thereof,
thence West Two Hundred Seventy-Two and Sixty Hundredths (272.60) Feet, North
One Hundred Fifty (150) Feet, East Two Hundred Seventy-'TAO and Sixty Hundredths
(272.60) Feet, South One Hundred Fifty (150) Feet to the point of beginning.
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BOOK 45J? PACE 992
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10.00'
PARENT TRACT DESCRIPTION (PART OF DOC #2014048158)
BEGINNING NINE HUNDRED EIGHT -FIVE (985)FEET NORTH AND ONE HUNDRED FIFTY (150) FEET
WEST OF THE SOUTHEAST CORNER OF THE SOUTHEAST QUARTER OF THE NORTHWEST
QUARTER (SE /4 NW14) OF SECTION THIRTY (30), 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; THENCE WEST 272.60
FEET; THENCE NORTH 150 FEET; THENCE EAST 222.60 FEET; THENCE SOUTH 150 FEET TO
THE POINT OF BEGINNING, TULSA COUNTY STATE OF OKLAHOMA, ACCORDING TO THE U.S.
GOVERNMENT SURVEYTHEREOF,
SUBJECT TRACT DESCRIPTION
BEGINNING ONE THOUSAND (1000) FEET NORTH AND ONE HUNDRED FIFTY (150) FEET WEST
OF THE SOUTHEAST CORNER OF THE SOUTHEAST QUARTER OF THE NORTHWEST QUARTER
(SE /4 N W /4) OF SECTION THIRTY (30), TOWNSHIP TWENTY -ONE (211 NORTH, RANGE FOURTEEN
(14) EAST OF THE INDIAN BASE AND MERIDIAN, TULSA COUNTY, STATE OF OKLAHOMA,
ACCORDING TO THE U.S. GOVERNMENT SURVEY THEREOF; THENCE WEST 10.00 FEET;
THENCE NORTH 125.00 FEET; THENCE EAST 10.00 FEET; THENCE SOUTH 125.00 FEETTO THE
POINT OF BEGINNING, TULSA COUNTY STATE OF OKLAHOMA, ACCORDING TO THE U.S.
GOVERNMENT SURVEY THEREOF. CONTAINING 1,250.GOSQ. FT. OR 0.03 ACRES, MORE OR
LESS.
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02/22/2017
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 Public staff for the most up -to -date information.
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BOOK !PAGE: FILE FILE NUMBER: 2114.30
PAGE 1 Of 2
F.M. - MELD MEASUREO COURSE
OESC. a DESCRIBED COURSE
NOTE FOUND 3/8" IRON PIN
AT ALL TRACT CORNERS UNLESS
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sV 0
The City Wit out Limits.
TO:
The Honorable Mayor and City Council
City of Owasso
FROM:
Larry Langford
Parks and Recreation Director
SUBJECT:
Acceptance of Owasso Dag Park Clearing and Grubbing Project and
Authorization for Final Payment
DATE:
March 31, 2017
BACKGROUND:
On December 20, 2016, Council awarded a Contract to J.E. Dirtwurx LLC. in the amount of
$245,815.55 for the Owasso Dog Park clearing and Grubbing Project. The project included
grubbing, clearing, earthwork, and preparation of a road and parking lot for future asphalt work
by Tulsa County, as well as sewer line relocation and installation of casing for future water and
electric for lighting. The contractor also sodded and seeded the area to prevent erosion..
All contract work has been completed and inspected.
The project realized a contract underrun in the amount of $11,355.20 due to savings on the
amount of sod utilized.
FUNDING:
Funds are available from Vision 2025 Funds.
RECOMMENDATION:
Staff recommends acceptance of the project and authorization for final payment to J.E
Dirtwurx, LLC in the amount of $31,248.38, resulting in a final contract amount of $234,460.35.
ATTACHMENTS:
Final Pay Request
Location Map
APPLICATION AND CERTIFICATE FOR PAYMENT AIAOOCU41.EVTG702
TO (OWNER): Ci-E� o� 'orLA5SO APPLICATION NO.: -0
FROM (CONTRACTOR): q) { (s 0"()'e L L &
CONTRACT FOR: t / Vc. (-I-.
CONTRACTOR'S APPLICATION FOR
PAYMENT
CHANGE ORDER SUMMARY
Change ) rde�apDroredin prevous
months by er, r-
” TOTAL.
ADDITIONS.
..:....
.DEDUCTIONS.
i. :;a,
this
Month
-L2
3. CONTRACT SUM TO DATE. (Line 1�2) ........................ $ Z n. >5
Number
Number
Date Approved
(Colurmt G on G702) 9,3'•S'
TOTALS
5. RETAINAGE:
Net change by Change Orders
The undersigned Contractor certifies that to the best of the Contractors knowledge, Information
and belle(, the Work covered by this Application for payment has been completed in accordance
with the Contract Documents, that a6 previous Certificates for Payment ware issued and
payments received from the Owner, and that current payment shown herein is now due.
CONTRACTOR:
Date:--
PERIOD TO:
KA#
DATE:12 -2-A -(d
PAGE OF
Distribution to:
_ OWNER
_ ARCHITECT
CONTRACTOR
INSPECTOR
PAGES
..yrnwuun u rruue ibr raymen4 as SnbWli, m Camteoaon vA(n 111e COntmct. Continuation
Sheet AM Document G702, Is attached.
(,
1. ORIGINAL CONTRACT SUM . ...................... _..............
2. Net change by Change Orders ............................ ;,Z6
-L2
3. CONTRACT SUM TO DATE. (Line 1�2) ........................ $ Z n. >5
4. TOTAL COMPLETED & STORED TO DATE ................ $ r
(Colurmt G on G702) 9,3'•S'
5. RETAINAGE:
a. _% of Completed Work S
(Column D -E)
b. _/, of Stored Material S
(Column F on G703) ,
Total Retainage (Line Sa +Sb or
Total in Column 1 of
S. TOTAL EARNED LESS RETAINAGE
... ............... $ /
(Une 41e= Une, 5 Tota0 J
kO
7. LESS PREVIOUS CERTIFICATES FOR
PAYMENT (Lice 6 from prior Ce ulae).._. „ „......_.. 3 Z O'7 1 t . G
8. CURRENT PAYMENT DUEaQ�3 Y,LQr.6 5:3 '
_... 5 31 44.3'3
9. BALANCE TO FINISH, PLUS RETAtNAGE._..._......... 5-
(Lute 3less Line 6)
CERTIFICATE FOR PAYMENT nclvcQPj
In accordance WM the Contract Documents,
based on on•si(e observations and t data
compdsing the above apptaa0on, the ArchitecVinspector certifies to the Owner that to the best
of the hislher knowledge, Information and better, the Walk has progressed as Indicated, the
quality of the Work IS in accordance with the Contract Documents, and the Contractor is entitled
to payment of the AMOUNT CERTIFIED.
Inspector ` • -. -- _DaL:.T"a7 -17
Project Manager Date:
This Certificate k not negotiable The AMOUNT CERTIFIED'
r . rs payable only to the Contractor
State of: r1{,(n,i- lCn -ip` County bt, tJ�X.l."�� p .'r ' named herein, Iseuance, payment and acceptance of payment are Without prejudice to any
Subscdb'�d d mto barb this �-j dayof f' (,{,Y C�'` �� � "i nInts ofthe Owner or Contractor under this ContmcL
�5 rye 1. �/ 1
Notary PUbl'iG e `�pND
My COmmissio e%plres: G�6
�' � I�j C #14004226 •: = AMOUNT CERTIFIED ........ _ ......
_. .,....__.......... _ .... .......
. S i
P. gygSMS _(ARech explanation If amount cenirmd differs from the amounteppliedlbr.)
Date: 3,.2—Y , I `
Project: Owasso Dog Park Phase I
Dear Sir:
I hereby acknowledge receipt ofWO�u>'�h`�A�udawr`I�u4Sra�r�
Dollars ($234, N ho. 33 ) in full payment of my contracto date Demember 20, 2016 , for
improvement work which I did for you and which is described in my contract.
I Certify that I have paid in full forall materials purchased and all laboremployed in the performance
of this contract and that there are no claims against me as an employer under this contract on
account of injuries sustained by workmen employed by me thereunder. I hereby release you from
any claims arising by virtue of this contract.
WARNING
The making of anyfalse statement or misrepresentation herein
may be a crime punishable under Title 18 U.S.C. Section 1001
which provides in part: Whoever, in any matter within the
jurisdiction of any department or agency of the United States
knowingly and willfully... makes false representation, or makes
or uses any false writing or document knowing the same to
contain any false fictitious or fraudulent statement or entry,
shall be fined not more than $10,000.00 or imprisoned not
more than five years, or both."
Sincerely, 4 RV.
v
Title: a5 Gt ,
(Print or Type)
LOCATION MAP
1" = 6.019 ft 02!15!2017 ` ✓i
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 Public staff for the most up -to -date information.
sd
The City Wif out Limits.
TO: The Honorable Mayor and City Council
City of Owasso
FROM: Larry Langford
Director of Recreation and Culture
SUBJECT: Phase 2 Dog Park Improvements Bid Award
DATE: March 31, 2017
BACKGROUND:
On November 5, 2014, The Tulsa County Vision Authority adopted a resolution that states Owasso
is eligible to receive excess Vision 2025 funds totaling $6,882,761. On April 21, 2015, Owasso City
Council approved Resolution 2015 -08 recommending identified projects for these funds. Portions
of these funds were designated to construct a dog park.
Phase 1 of the Owasso Dog Park has been completed. That project included grubbing,
clearing, earthwork, and preparation of a road and parking lot for future asphalt work by Tulsa
County, as well as sewer line relocation and installation of casing for future water and electric for
lighting. The contractor also sodded and seeded the area to prevent erosion.
Phase 2 of the project will include the construction of a perimeter fence with concrete border to
enclose the off -leash area, irrigation within the fenced area, sodding within the fenced area,
installation of waste stations, trash cans, trees, watering stations, benches, leash post and
concrete and paver work at the entrance and around trees and benches.
BID PROCESS:
An advertisement for bids was published on March 1, 2017, for phase 2 construction of the dog
park with base design to include but not limited to fencing, irrigation, sodding, element
installation, and concrete work.
Seven alternates were included:
Alternate #1
Concrete curbing around base of perimeter fence
Alternate #2
Decomposed granite around base of perimeter fence
Alternate #3
Concrete pavers at entrance and around seating areas with concrete border
Alternate #4
Concrete pavers at entrance and around seating areas with plastic border
Alternate #5
Decomposed granite at entrance and around seating areas with concrete border
Alternate #6
Six 6 foot galvanized chain link fencing north of football field
Alternate #7
Entrance area informational klosk
Advertisements for bids were published in accordance with state law and a mandatory pre -bid
meeting was held at Owasso City Hall on Wednesday, March 15, 2017. Thirteen (13) contractors
were in attendance.
Bids were opened publicly on Thursday, March 23, 2017, at 2:00 PM with six (6) bids received. The
lowest base bid received was from Carter Douglas of Beggs, Oklahoma, in the amount of
$197,961.47 (bid tabulation sheet attached).
1311_1 /a[ VIM b'A
The submitted bid packages were examined for any improper or unbalanced bids. One (1) did
not include the bid book and was determined to be invalid. Upon review of the remaining bids,
staff found the lowest bid from Carter Douglas met all specifications.
Staff checked references from lowest bidder's previous projects to evaluate quality, timeliness,
professionalism, and overall satisfaction of the bidder. All findings confirmed quality
craftsmanship, integrity, and dependability.
The bid Add Alternates were analyzed to determine the most complete and cost effective
approach to this phase of the project. The Base Bid with Add Alternate A -1, A -3 and A -6 for a
total of $248,183.09 is recommended.
FUNDING:
Funding for phase 2 construction of the dog park is included in the Vision 2025 Funds and the
Park Development Fund.
RECOMMENDATION:
Staff recommends award of base bid and alternate #1, alternate #3 and alternate #6 and
approval of a contract with Douglas Carter of Beggs, Oklahoma, in the amount of $248,183.09
for the phase 2 construction of the dog park.
ATTACHMENTS:
Contract Agreement
Bid Tabulations
SECTION 00300
AGREEMENT
THIS AGREEMENT is dated as of the 4`—" day of April, 2017, by and between The City of
Owasso (hereinafter called OWNER) and Carter Douglas (hereinafter called CONTRACTOR).
OWNER and CONTRACTOR, in consideration of the mutual covenants hereinafter set forth,
agree as follows:
ARTICLE 1. WORK
CONTRACTOR shall complete all Work as specified or indicated in the Contract Documents.
The Work is generally described as follows:
2017 OWASSO DOG PARK FENCING AND AMENITIES PROJECT.
CITY OF OWASSO, OKLAHOMA
The project, for which the work under the contract documents may be the whole or only a part, is
described as follows:
Installation of a significant amount of black powder coated fencing, water line, concrete
pavers, trees, irrigation system, concrete sidewalk and other minor site elements.
ARTICLE 2. ENGINEER
The project has been assigned to the Project Manager or his /her duly authorized representative,
who is hereinafter called ENGINEER and who will assume all duties and responsibilities and
will have the rights and authority assigned to ENGINEER in the Contract Documents in
connection with the completion of the Work in accordance with the Contract Documents.
ARTICLE 3. CONTRACT TIME
3.1 The Work will be substantially completed within forty -five (45) calendar days from
the date of Notice to Proceed; and completed and ready for final payment in accordance with the
General Conditions within sixty (60) calendar days from the date of Notice to Proceed, which
will be on or before
3.2 Liquidated Damages. OWNER and CONTRACTOR recognize that time is of the
essence of this Agreement and that OWNER will suffer financial loss if the Work is not
substantially complete within the time specified in paragraph 3.1 above, plus any extensions
thereof allowed in accordance with the General Conditions. They also recognize the delays,
expense and difficulties involved in proving in a legal or arbitration proceeding the actual loss
suffered by OWNER, if the Work is any such proof. OWNER and CONTRACTOR agree that
as liquidated damages for delay (but not as a penalty) CONTRACTOR shall pay OWNER One
Thousand Dollars ($1000.00) for each consecutive calendar day that expires after the time
specified in paragraph 3.1 for substantial completion until the Work is substantially complete.
After Substantial Completion, if CONTRACTOR shall neglect, refuse or fail to complete the
remaining Work within the time specified in paragraph 3.1 for completion and readiness for final
payment or any proper extension thereof granted by OWNER, CONTRACTOR shall pay
OWNER One Thousand Dollars ($1000.00) for each consecutive calendar day that expires after
the time specified in paragraph 3.1 for completion and readiness for final payment.
ARTICLE 4. CONTRACT PRICE
4.1 OWNER shall pay CONTRACTOR for performance of the Work in accordance with
the Contract Documents in current funds the amount agreed upon in CONTRACTOR'S bid.
4.2 CONTRACTOR understands that the estimated quantities are not guaranteed and that
the determination of actual quantities and their classification is to be made by the OWNER at the
time of application for payment.
4.3 Contract Amount: Two hundred forty -eight thousand, one hundred eighty -three
and 09/100 dollars ($248,183.09).
ARTICLE 5. PAYMENT PROCEDURES
CONTRACTOR shall submit Applications for Payment in accordance with the General
Conditions on the Pay Estimate Forms included as Exhibit "A" to this Agreement. Applications
for Payment will be processed by OWNER as provided in the General Conditions.
5.1 Progress Payments. OWNER shall make progress payments on account of the
Contract Price on the basis of CONTRACTOR's Applications for Payment in accordance with
the City of Owasso's Payment Schedule included as Exhibit "B" to this Agreement during
construction as provided below. All progress payments will be on the basis of the progress of the
Work.
5.1.1 Progress payments shall not exceed an amount equal to 90% of the WORK
completed until such time as CONTRACTOR shall complete in excess of fifty percent (50 %) of
the contract amount.
5.1.2 Retainage of five- percent (5 %) of the total contract amount shall be retained
throughout the project so that 95% of the Contract Price has been paid until the final inspection
has been held and approved.
5.2 Final Payment. Upon final completion and acceptance of the Work in accordance
with the General Conditions, OWNER shall pay the Contract Price.
ARTICLE 6. CONTRACTOR'S REPRESENTATIONS
In order to induce OWNER to enter into this Agreement, CONTRACTOR makes the following
representations:
6.1 CONTRACTOR has familiarized himself /herself with the nature and extent of
Contract Documents, Work, locality, and with all local conditions and federal, state and local
laws, ordinances, rules and regulations that in any manner may affect cost, progress or
performance of the Work.
6.2 CONTRACTOR has studied carefully all reports or explorations and tests of
subsurface conditions at or contiguous to the site and all drawings of physical conditions in or
relating to existing surface or subsurface structures at or contiguous to the site (except
underground facilities) which have been identified in the Supplementary Conditions as provided
in the General Conditions. Contractor accepts the determination set forth in the General
Conditions of the extent of the "technical data" contained in such reports and drawings upon
which Contractor is entitled to rely. Contractor acknowledges that such reports and drawings are
not Contract Documents and may not be complete for Contractor's purposes. Contractor
acknowledges that Owner and Engineer do not assume responsibility for the accuracy or
completeness of information and data shown or indicated in the Contract Documents with
respect to underground facilities at or continuous to the site. Contractor has obtained and
carefully studied (or assume responsibility for having done so) all such additional supplementary
examinations, investigations, explorations, tests, studies and data concerning conditions (surface,
subsurface and underground facilities) at or contiguous to the site or otherwise which may affect
cost, progress, performance or furnishing of the Work or which relate to any aspect of the means,
methods, techniques, sequences and procedures of construction to be employed by Contractor,
and safety precautions and programs incident thereto. Contractor does not consider that any
additional examinations, investigations, explorations, tests, studies, or data are necessary for the
performance and furnishing of the Work at the Contract Price, within the Contract Times and in
accordance with the other terms and conditions of the Contract Documents.
6.3 CONTRACTOR has made or caused to be made examinations, investigations, tests
and studies of such reports and related data in addition to those referred to in paragraph 6.2 as
(s)he deems necessary for the performance of the Work at the Contract price, within the Contract
Time and in accordance with the other terms and conditions of the Contract Documents; and no
additional examinations, investigations, tests, reports or similar data are or will be required by
CONTRACTOR for such purposes.
6.4 CONTRACTOR has reviewed and checked all information and data shown or
indicated on the Contract Documents with respect to existing Underground Facilities at or
contiguous to the site and assumes responsibility for the accurate location of said Underground
Facilities. No additional examinations, investigations, explorations, tests, reports, studies or
similar information or data in respect of said Underground Facilities are or will be required by
CONTRACTOR in order to perform and furnish the Work at the Contract Price within the
Contract Time and in accordance with the other terms and conditions of the Contract Documents,
including the General Conditions.
6.5 CONTRACTOR has correlated the results of all such observations, examinations,
investigations, tests, reports and data with the terms and conditions of the Contract Documents.
6.6 CONTRACTOR has given OWNER written notice of all conflicts, errors or
discrepancies that he has discovered in the Contract Documents, and the written resolution
thereof by OWNER is acceptable to CONTRACTOR.
6.7 CONTRACTOR has obligated himself/herself to the OWNER to be responsible for
the workmanship, labor and materials used in the project for one (1) year after the project has
been accepted by the OWNER.
6.8 CONTRACTOR understands that (s)he will be exempt from all sales tax on materials
and other items necessary for the completion of the project. The OWNER has issued him a
Certification of Tax Exempt Project enclosed as Exhibit "C" of this Agreement.
ARTICLE 7. CONTRACT DOCUMENTS
The Contract Documents which comprise the entire agreement between OWNER and
CONTRACTOR are attached to this Agreement, made a part hereof, and consist of the
following:
7.1 This Agreement (pages I to 6 inclusive).
7.2 Exhibits "A ", 'B ", "C" and "D" to this Agreement.
7.3 Advertisement for Bids (Section 00100).
7.4 Requirements for Bidders (Section 00110).
7.5 Instructions to Bidders (Section 00120).
7.6 Bid (Section 00200).
7.7 Bid Bond (Section 00210).
7.8 Bid Affidavits (Section 00220).
7.9 Statement of Bidders Qualifications (Section 00230).
7.10 Certificate of Non- Discrimination (Section 00240).
7.11 Performance Bond (Section 00410).
7.12 Maintenance Bond (Section 00420).
7.13 Statutory payment Bond (Section 00430).
7.14 Notice of Award (Section 00510).
7.15 Notice to Proceed (Section 00520).
7.16 Change Order (Section 00600).
7.17 General Conditions (Section 00700).
7.18 Project Specifications (Section 00800).
7.19 Special Provisions (Section 00900).
7.20 Project Drawings, consisting of Sheets 1 to 7, inclusive, and Standard Drawings.
7.21 Addendum Numbers 1 to _L_, inclusive.
7.22 Documentation submitted by CONTRACTOR prior to Notice of Award (pages _ to
inclusive).
7.23 Any Modification, including Change Orders, duly delivered after execution of
Agreement.
There are no Contract Documents other than those listed above in this Article 7. The Contract
Documents may only be altered, amended or repealed by a Modification (as defined in the
General Conditions).
ARTICLE 8. MISCELLANEOUS
8.1 Terms used in this Agreement which are defined in the General Conditions shall have
the meanings indicated in the General Conditions.
8.2 No assignment by a party hereto of any rights under or interests in the Contract
Documents will be binding on another party hereto without the written consent of the party
sought to be bound; and specifically, but without limitation, monies that may become due and
monies that are due may not be assigned without such consent (except to the extent that the
effect of this restriction may be limited by law) and unless specifically stated to the contrary in
any written consent to an assignment, no assignment will release or discharge the assignor from
any duty or responsibility under the Contract Documents.
8.3 OWNER and CONTRACTOR each binds himself /herself, his /her partners,
successors, assigns, and legal representatives to the other party hereto, his /her partners,
successors, assigns and legal representatives in respect to all covenants, agreements and
obligations contained in the Contract Documents.
8.3 The Agreement (or remaining portions thereof) should continue in effect, be valid and
binding upon both parties even if a provision or part of the Contract Documents should be held
void or unenforceable by law.
IN WITNESS WHEREOF, the parties hereby have signed this Agreement in duplicate.
One counterpart has been delivered to CONTRACTOR, the other belongs to OWNER. All
portions of the Contract Documents have been signed by OWNER and CONTRACTOR.
This Agreement will be effective on April 3, 2017.
OWNER: City of Owasso CONTRACTOR: CARTER DOUGLAS
M
Lyndell Dunn, Mayor
(SEAL)
ATTEST:
Title
Address for giving notices:
:A
(SEAL)
Title
3/23/17 2:00 PM - City Hall, City Of Owasso
2017 Owasso Dog Park Fencing and Amenities Project Bid Opening
Owasso, Oklahoma
Number Of Bids: 6 - Opened By: Elishya Cook - Witness: Karl Fritschen
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BIDDER
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BASE BID
AA01
AA02
AA03
AA04
AA05
AA06
AA07
Builders Unlimited
1
S. 83rd E Ave
Tulsa,
Tuls a, OK 74145
$ 228,800.00
$ 24,138.00
$ 6,588.00
$ 12,348.00
$ 12,936.00
$ 4,116.00
$ 11,594.00
$ 2,060.00
Carter Douglas
2705 N. 197 Rd.
f
$197,961.47
$ 14,304.00
$ 5,879.79
$ 27,835.92
$ 18,404.40
$ 4,198.32
$ 8,081.70
$ 4,500.00
Beggs, OK 74421
2
Hoey Construction
Co. Southwest
J
J
J
$ 236,845.40
$ 21,277.20
$ 4,941.00
$ 10,584.00
$ 10,584.00
$ 3,528.00
$ 8,866.00
$ 7,500.00
Blv
Blv d. Tulsa,
. Tul sa, OK
3174107
Magnum
Construction P.O.
$ 237,490.00
$ 20,562.00
$ 7,411.50
$ 18,345.60
$ 10,819.20
$ 12,348.00
$ 7,843.00
$ 3,200.70
Box 707 Broken
4
Arrow OK 74013
Rick Scott
Construction
x
x
x
x
x
INVALID BID - BID BOOK NOT PROVIDED
E Pine St. Tulsasa, , O K
O
5
74116
STOUT
Constructi on P.O.
$ 255,144.07
$ 14,340.34
$ 15,505.96
$ 22,007.77
$ 14,703.93
$ 19,457.31
$ 11,094.78
$ 2,005.08
B
Box 486 Claremore,
6
OK 74018
CITY OF OWASSO
GENERALFUND
PAYROLL PAYMENT REPORT
PAY PERIOD ENDING 03118/17
Department Payroll Expenses Total Expenses
Municipal Court
5,019.01
7,466.79
Managerial
20,044.44
28,158.18
Finance
16,319.76
24,887.07
Human Resources
8,935.98
14,463.79
Community Development
16,725.59
26,285.28
Engineering
17,639.04
26,810.98
Information Systems
14,738.21
22,222.67
Support Services
7,993.65
12,192.01
Cemetery
1,205.71
1,846.82
Police Grant Overtime
3,262.61
3,305.59
Central Dispatch
20,671.23
35,521.93
Animal Control
3,656.33
5,471.16
Emergency Preparedness
1,783.98
2,544.84
Stormwater /ROW Maint.
9,571.56
14,777.82
Park Maintenance
9,070.28
13,937.87
Culture /Recreation
5,226.76
8,464.03
Community- Senior Center
4,880.50
6,676.07
Historical Museum
664.40
745.98
Economic Development
3,496.85
5,234.85
General Fund Total
170,905.89
261,013.73
Garage Fund Total 7,204.83 11,144.97
Ambulance Fund Total 553.85 621.86
Fire Fund 37 Total 160,850.73 236,159.75
Police Fund 38 Total 142,404.16 219,476.74
Streets Fund 39 Total 14,065.69 23,163.84
Stormwater Fund 27 Total
Worker's Compensation Total 1,368.48 1,640.27
Strong Neighborhoods Total 3,827.60 5,604.87
CITY OF OWASSO
HEALTHCARE SELF INSURANCE FUND
CLAIMS PAID PER AUTHORIZATION OF ORDINANCE #789 AS OF 3/30/17
VENDOR
DESCRIPTION
AMOUNT
AETNA
HEALTHCARE MEDICAL SERVICE
21,601.16
HEALTHCARE MEDICAL SERVICE
53,298.27
HEALTHCARE MEDICAL SERVICE
74,407.09
ADMIN FEES
13,189.96
STOP LOSS FEES
45,648.40
HEALTHCARE DEPT TOTAL
208,144.88
DELTA DENTAL
DENTAL MEDICAL SERVICE
3,577.20
DENTAL MEDICAL SERVICE
5,142.90
DENTAL MEDICAL SERVICE
4,766.27
DENTAL DEPT TOTAL
13,486.37
VSP
ADMIN FEES
1,106.08
VISION DEPT TOTAL
1,106.08
HEALTHCARE SELF INSURANCE FUND TOTAL
222,737.33
0 K l A 11 0 M A
DEPARIMIN1 pt 60VIR0IIAIRNIAt OUANIY
SCOTT A.T N
Executive Director feclor OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY
March 6, 2017
Mr. Roger Stevens, Public Works Director
City of Owasso
301 West 2nd Ave
Owasso, Oklahoma 74055
Re: Permit No. WL000072160971
Wheels and Thrills Skating Rink Facility
Facility No. S -21310
Dear Mr. Stevens:
MARY FALLIN
Governor
Enclosed is Permit No. WL000072160971 for the construction of 200 linear feet of ten (10) inch PVC
potable waterline and all appurtenances to serve the Wheels and Thrills Skating Rink Facility, Tulsa
County, Oklahoma.
The project authorized by this permit should be constructed in accordance with the plans approved by this
Department on March 6, 2017. Any deviations from the approved plans and specifications affecting
capacity, flow or operation of units must be approved, in writing, by the Department before changes are
made.
Receipt of this permit should be noted in the minutes of the next regular meeting of the City of Owasso,
after which it should be made a matter of permanent record.
We are returning one (1) set of the approved plans to you, one (1) set to your engineer and retaining one
(1) set for our files.
Respectfully,
y v "a�'X
QusaKabariti, P.E.
Construction Permit Section
Water Quality Division
QRK7RC /ag
Enclosure
c: Debbie Nichols, Regional Manager, DEQ
REGIONAL OFFICE AT TULSA
Kevin Vanover, P.E., Impact Engineering and Planning, PLC
707 NORTH ROBINSON, P.O. BOX 1677, OKLAHOMA CITY, OKLAHOMA 73101 -1677
printed on recyded paper with soy ink
0
0 K r A II 0 M A
SCOTT A. THOMPSON DEArlia9u O F F lwIEONla[NIM1I ou6u1V MARY FALLIN
Executive Director OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY Governor
PERMIT No. WL000072160971
WATER LINES
FACILITY No. 8-21310
PERMIT TO CONSTRUCT
March 6, 2017
Pursuant to O.S. 27A 2 -6 -304, the City of Owasso is hereby granted this Tier I Permit to construct 200
linear feet of ten (10) inch PVC potable waterline and all appurtenances to serve the Wheels and Thrills
Skating Rink Facility, located in Section 8. T -21 -N, R -14 -E, Tulsa County, Oklahoma, in accordance with
the plans approved March 6, 2017.
By acceptance of this permit, the permittee agrees to operate and maintain the facility in accordance with
the Public Water Supply Operation rules (OAC 252:631) and to comply with the State Certification laws,
Title 59, Section 1101 -1116 O.S. and the rules and regulations adopted thereunder regarding the
requirements for certified operators.
This permit is issued subject to the following provisions and conditions.
1) This water line provides adequate fire flow in accordance with the 2009 International Fire Code
through the approved hydraulic analysis. The fire flow provided is 3,700 gpm.
2) That the recipient of the permit is responsible that the project receives supervision and inspection
by competent and qualified personnel.
3) That construction of all phases of the project will be started within one year of the date of
approval or the phases not under construction will be resubmitted for approval as a new project.
4) That no significant information necessary for a proper evaluation of the project has been omitted
or no invalid information has been presented in applying for the permit.
5) That the Oklahoma Department of Environmental Quality shall be kept informed on occurrences
which may affect the eventual performance of the works or that will unduly delay the progress of
the project.
6) That wherever water and sewer lines are constructed with spacing of 10 feet or less, sanitary
protection will be provided in accordance with Public Water Supply Construction Standards [OAC
252:626- 19 -2].
707 NORTH ROBINSON, P.O. BOX 1677, OKLAHOMA CITY, OKLAHOMA 73101 -1677
prinletl on regded paper vdlh soy ink
ell
el
0 K r A H 0 M A
SCOTT A. THOMPSON 01PAYIME111 OF ENYpONMENIALOUANIY MARY FALLIN
Executive Oireclor OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY Governor
PERMIT No. WL000072160971
WATER LINES
FACILITY No. S -21310
PERMIT TO CONSTRUCT
7) That before placing this facility into service, at least two samples of the water, taken on different
days, shall be tested for bacteria to show that it is safe for drinking purposes.
8) That any deviations from approved plans or specifications affecting capacity, flow or operation of
units must be approved by the Department before any such deviations are made in the
construction of this project.
9) That the recipient of the permit is responsible for the continued operation and maintenance of
these facilities in accordance with rules and regulations adopted by the Environmental Quality
Board, and that this Department will be notified in writing of any sale or transfer of ownership of
these facilities.
10) The issuance of this permit does not relieve the responsible parties of any obligations or liabilities
which the permittee may be under pursuant to prior enforcement action taken by the Department.
11) That the permittee is required to inform the developer /builder that a DEQ Storm Water
Construction Permit is required for a construction site that will disturb one (1) acre or more in
accordance with OPDES, 27A O.S. Section 2 -6 -201 et seq. For information or a copy of the
GENERAL PERMIT (OKR10) FOR STORM WATER DISCHARGES FROM CONSTRUCTION
ACTIVITIES, Notice of Intent (NOI) form, Notice of Termination (NOT) form, or guidance on
preparation of a Pollution Prevention Plan, contact the Storm Water Unit of the Water Quality
Division at P.O. Box 1677, Oklahoma City, OK 73101 -1677 or by phone at (405) 702 -8100.
12) That any notations or changes recorded on the official set of plans and specifications in the
Oklahoma Department of Environmental Quality files shall be part of the plans as approved.
13) That water lines shall be located at least fifteen (15) feet from all parts of septic tanks and
absorption fields, or other sewage treatment and disposal systems.
14) That whenever plastic pipe is approved and used for potable water, it shall bear the seal of the
National Sanitation Foundation and meet the appropriate commercial standards.
707 NORTH ROBINSON, P.O. BOX 1677, OKLAHOMA CITY, OKLAHOMA 73101 -1677
printed on rerytled paper Win soy Ink
.
6�<
F71/47
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N�ti1::rYilik —.
0 K l A H 0 M A
SCOTT A. THOMPSON OEYARrmin 01 EIIYIROMAERIAI0=11Y MARY FALLIN
Executive Director OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY Governor
PERMIT No. WL000072160971
WATER LINES
FACILITY No. S -21310
PERMIT TO CONSTRUCT
15) That when it is impossible to obtain proper horizontal and vertical separation as stipulated in
Public Water Supply Construction Standards OAC 252:626- 19- 2(h)(1) and OAC 252:626-19 -
2(h)(2), respectively, the sewer shall be designed and constructed equal to water pipe, and shall
be pressure tested to the highest pressure obtainable under the most severe head conditions of
the collection system prior to backfilling.
Failure to appeal the conditions of this permit in writing within 30 days from the date of issue will
constitute acceptance of the permit and all conditions and provisions.
707 NORTH ROBINSON, P.O. BOX 1677, OKLAHOMA CITY, OKLAHOMA 73101 -1677
printed on rary red paper Mth soy U*
0
O K L A H O M A
eEYARYAItIII OF E11V14U1161E111At OOAMY
SCOTT A. THO OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY
Executive Director tor
March 6, 2017
Mr. Roger Stevens, Public Works Director
City of Owasso
301 West 2nd Ave
Owasso, Oklahoma 74055
Re: Permit No. SL000072160972
Wheels and Thrills Skating Rink Facility
Facility No. S -21310
Dear Mr. Stevens:
MARY FALLIN
Fiovemor
Enclosed is Permit No. SL000072160972 for the construction of 1,275 linear feet of eight (8) inch PVC
sewer line and all appurtenances to serve the Wheels and Thrills Skating Rink Facility, Tulsa County,
Oklahoma.
The project authorized by this permit should be constructed in accordance with the plans approved by this
Department on March 6, 2017. Any deviations from the approved plans and specifications affecting
capacity, flow or operation of units must be approved, in writing, by the Department before changes are
made.
Receipt of this permit should be noted in the minutes of the next regular meeting of the City of Owasso,
after which it should be made a matter of permanent record.
We are returning one (1) set of the approved plans to you, one (1) set to your engineer and retaining one
(1) set for our files.
Respectfully,
Qusay Kabariti, P.E.
Construction Permit Section
Water Quality Division
QRK/RC /ag
Enclosure
c: Debbie Nichols, Regional Manager, DEQ
REGIONAL OFFICE AT TULSA
Kevin Vanover, P.E., Impact Engineering and Planning, PLC
707 NORTH ROBINSON, P.O. BOX 1611, OKLAHOMA CITY, OKLAHOMA 73101 -1677
prinld on necycld paperxdh soy ink
0
0 K L A II 0 M A
SCOTT A. THOMPSON DIPARIMENF OF ENVIROMAENIAt OIIAMY MARY FALLIN
Executive Director OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY Governor
PERMIT No. SL000072160972
SEWER LINES
FACILITY No. S -21310
PERMIT TO CONSTRUCT
March 6, 2017
Pursuant to O.S. 27A 2 -6 -304, the City of Owasso is hereby granted this Tier I Permit to construct 1,275
linear feet of eight (8) inch PVC sewer line and all appurtenances to serve the Wheels and Thrills Skating
Rink Facility, located in SW /4, SW /4, of Section 8, T -21 -N, R -14 -E, Tulsa County, Oklahoma, in
accordance with the plans approved March 6, 2017.
By acceptance of this permit, the permittee agrees to operate and maintain the facilities in accordance
with the "Oklahoma Pollutant Discharge Elimination System Standards - OPDES (OAC 252:606) rules
and to comply with the state certification laws, Title 59, Section 1101 -1116 O.S. and the rules and
regulations adopted thereunder regarding the requirements for certified operators.
This permit is issued subject to the following provisions and conditions.
1) That the recipient of the permit is responsible that the project receives supervision and inspection
by competent and qualified personnel.
2) That. construction of all phases of the project will be started within one year of the date of
approval or the phases not under construction will be resubmitted for approval as a new project.
3) That no significant information necessary for a proper evaluation of the project has been omitted
or no invalid information has been presented in applying for the permit.
4) That wherever water and sewer lines are constructed with spacing of 10 feet or less, sanitary
protection will be provided in accordance with OAC 252:656- 5- 4(c)(3) of the standards for Water
Pollution Control Facility Construction.
5) That tests will be conducted as necessary to insure that the construction of the sewer lines will
prevent excessive infiltration and that the leakage will not exceed 10 gallons per inch of pipe
diameter per mile per day.
6) That the Oklahoma Department of Environmental Quality shall be kept informed of occurrences
which may affect the eventual performance of the works or that will unduly delay the progress of
the project.
707 NORTH ROBINSON, P.O. BOX 1677, OKLAHOMA CITY, OKLAHOMA 73101 -1677
printed on recytled paper %Atli soy Ink
0
o K l A If 0 Al A
SCOTT A. THOMPSON DFPAgIMflIi OF RIVIROMMIIAI OUMIIY MARY FALLIN
Ezecolive Director OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY Governor
PERMIT No. SL000072160972
SEWER LINES
FACILITY No. S -21310
PERMIT TO CONSTRUCT
7) That the permittee will take steps to assure that the connection of house services to the sewers is
done in such a manner that the functioning of the sewers will not be impaired and that earth and
ground water will be excluded from the sewers when the connection is completed.
8) That any deviations from approved plans or specifications affecting capacity, flow or operation of
units must be approved by the Department before any such deviations are made in the
construction of this project.
9) That the recipient of the permit is responsible for the continued operation and maintenance of
these facilities in accordance with rules and regulations adopted by the Environmental Quality
Board, and that this Department will be notified in writing of any sale or transfer of ownership of
these facilities.
10) The issuance of this permit does not relieve the responsible parties of any obligations or liabilities
which the permittee may be under pursuant to prior enforcement action taken by the Department.
11) That the permittee is required to inform the developer /builder that a DEQ Storm Water
Construction Permit is required for a construction site that will disturb one (1) acre or more in
accordance with OPDES, 27A O.S. 2 -6 -201 et. seq. For information or a copy of the GENERAL
PERMIT (OKR10) FOR STORM WATER DISCHARGES FROM CONSTRUCTION ACTIVITIES,
Notice of Intent (NOT) form, Notice of Termination (NOT) form, or guidance on preparation of a
Pollution Prevention Plan, contact the Storm Water Unit of the Water Quality Division at P.O. Box
1677, Oklahoma City, OK 73101 -1677 or by phone at (405) 702 -8100.
12) That all manholes shall be constructed in accordance with the standards for Water Pollution
Control Facility Construction (OAC 252:656 -5 -3), as adopted by the Oklahoma Department of
Environmental Quality.
13) That when it is impossible to obtain proper horizontal and vertical separation as stipulated in
Water Pollution Control Facility Construction OAC 252:656- 5- 4(c)(1) and OAC 252:656- 5- 4(c)(2),
respectively, the sewer shall be designed and constructed equal to water pipe, and shall be
pressure tested using the ASTM air test procedure with no detectable leakage prior to backfilling,
in accordance with the standards for Water Pollution Control Facility Construction OAC 252:656 -
5-4(c)(3).
707 NORTH ROBINSON, P.O. BOX 1677, OKLAHOMA OTY, OKLAHOMA 73101 -1677
printed on reoyded paper with soy Ink
0
.wa;utsa, /
0 K l A If 0 M A
DEFARI)IFIn FnYIlO01.tE11 V.1 OUAIIIY
SCOTT A. THO OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY
Ezecufive Director tor
PERMIT TO CONSTRUCT
MARY FALLIN
Governor
PERMIT No. SL000072160972
SEWER LINES
FACILITY No. S -21310
Failure to appeal the conditions of this permit in writing within 30 days from the date of issue will
constitute acceptance of the permit and all conditions and provisions.
707 NORTH ROBINSON, P.O. BOX 1611, OKLAHOMA CITY, OKLAHOMA 73101 -1677
printed on recycled paper with soy Ink
ca es